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City Council Packet - 03/30/2010
Revised 3/26/10 — Added Agenda Item No. 5: Discussion of Code Amendment City of Tigard to Extend Land Use Approvals. . ' Tigard Workshop Meeting - Agenda , TIGARD. TIGARD CITY COUNCIL /CITY CENTER, DEVELOPMENT AGENCY (CODA) MEETING DATE /TIME: March 30, 2010 — 6:30 p.m. - Workshop Meeting MEETING LOCATION: City of Tigard — Town Hall, 13125 SW 1-Iall Blvd., Tigard, OR 97223 PUBLIC NOTICE: • Times noted are estimated. Assistive Listening Devices are available for persons with impaired hearing and should be scheduled for Council meetings by noon on the Monday prior to the Council meeting. Please call 503 -639 -4171, ext. 2410 (voice) or 503 - 684 -2772 (TDD - Telecommunications Devices for the Deaf). Upon request, the City will also endeavor to arrange for the following services: • Qualified sign language interpreters for persons with speech or hearing impairments; and • Qualified bilingual interpreters. Since these services must be scheduled with outside service providers, it is important to allow as much lead time as possible. Please notify the City of your need by 5:00 p.m. on the Thursday preceding the meeting by calling: 503 -639 -4171, ext. 2410 (voice) or 503- 684 -2772 (TDD - Telecommunications Devices for the Deaf). Workshop meetings are cablecast on Tualatin Valley Community TV as follows: Replay Schedule for Tigard City Council Workshop Meetings - Channel 30 • Every Sunday at 11 a.m. • Every Monday at 6 a.m. • Every Tuesday* at 2 pm (* workshop meetings are not aim! live. Tuesday broadcasts are a replay of the most recent workshop meeting.) • Every Thursday at 12 p.m. • Every Friday at 3 a.m. SEI3 ATTACHED AGENDA TIGARD CITY COUNCIL /CCDA AGENDA — MARCH 30, 2010 City of Tigard 1 13125 S \V Flail Blvd., Tigard, OR 97223 1 503- 639 -4171 1 www. tigard- or.gov 1 Page i of3 ll t" City of Tigard *\ Tigard Workshop Meeting - Agenda 'TI'G ARD' TIGARD CITY COUNCIL /CITY CENTER DEVELOPMENT AGENCY (CODA) MEETING DATE /TIME: March 30, 2010 — 6:30 p.m. - Workshop Meeting MEETING LOCATION: City of Tigard — Town Hall, 13125 SW Hall Blvd., Tigard, OR 97223 6:30 p.m • > EXECUTIVE SESSION: The Tigard City Council may go into Executive Session. If an Executive Session is called to order, the appropriate ORS citation will be announced identifying the applicable statute. All discussions are confidential and those present may disclose nothing from the Session. Representatives of the news media are allowed to attend Executive Sessions, as provided by ORS 192.660(4), but must not disclose.any information discussed. No Executive Session may be held for the purpose of taking any final action or making any final decision. Executive Sessions are closed to the public. 1. WORKSHOP MEETING 1.1 Call to Order - City Council 1.2 Roll Call 1.3 Pledge of Allegiance 1.4 Council Communications & Liaison Reports 1.5 Call to Council and Staff for Non - Agenda Items 6:40 I'M 2. PRESENTATION OF THE JUNE 30, 2009 COMPREHENSIVE ANNUAL FINANCIAL REPORT • Staff Report: Financial and Information Services Department Recess City Council Meeting (Motion by Council) Convene City Center Development Agency (CCDA) Meeting 7:10 PM 3. PRESENTATION OF THE JUNE 30, 2009 ANNUAL FINANCIAL REPORT • Staff Report: Financial and Information Services Department Adjourn City Center Development Agency (CCDA) Meeting (Motion by CCDA) Reconvene City Council Meeting TIGARD CITY COUNCIL /CCDA AGENDA — MARCH 30, 2010 City of Tigard I 13125 SW Hall Blvd., Tigard, OR 97223 1 503- 639 -4171 I wwsv.dgard- or.gov 1 Page 2 of 3 7:20 PM 4. TIGARD TRANSPORTATION SYSTEM PLAN UPDATE — CONSULTANT FINAL BRIEFING • Staff Report: Community Development Department Agenda Item No. 5 Added on March 26, 2010: 8:50 PM 5. DISCUSSION OF CODE AMENDMENT TO EXTEND LAND USE APPROVALS • Staff Report: Community Development Department 9:20 Pill 6. ADJOURNMENT 1:\AD01 \CA77.I1' \CCA \2010 \100330 Workshop CCDA Rev.doC TIGARD CITY COUNCIL /CCDA AGENDA - MARCH 30, 2010 City of Tigard 1 13125 SW Hall Blvd., Tigard, Olt 97223 1 503 -639 -4171 1 www.tigard - or.gov I Page.3 of 3 , • Agenda Item # 3 Meeting Date March 30, 2010 COUNCIL AGENDA ITEM SUMMARY City Of Tigard, Oregon Issue /Agenda Title Presentation of the June 30, 2009 Comprehensive Annual Financial Report. PreparedBy: Debbie Smith - Wagar Dept Head Approval: r41) City Mgr Approval: CR ISSUE BEFORE THE COUNCIL Presentation obthe•Compiehensive Annual Financial Report for the fiscal year ended June 30, 2009. A representative of our:audit firm, Grove, Mueller, and Swank, will be present to answer questions. STAFF RECOMMENDATION No Council actiomrequiied. KEY FACTS INFORMATION SUMMARY The audit was completed.in January and the Comprehensive Annual Financial Report (CAFR) is ready for distribution. We have Submitted it to the Government Finance Officers Association (GFOA) to be considered for the Award for Excellence; in'. Financial- Reporting. OTHER ALTERNATIVES CONSIDERED None CITY COUNCIL'GOALS Not Applicable ATTACHMENTLIST 2 auditor letters — CAFR to be forwarded to Council prior to 3/30 meeting FISCAL NOTES None. ' ' ' ii11 ll 11 1111il1. GROVE, MUELLER:& SWANK, P.C. CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS 475 Cottage Street NE, Suite 200, Salem, Oregon 97301 (503) 581 -7788 January 29, 2010 City Council City of Tigard Tigard, Oregon Attn: Toby LaFrance In planning and performing our audit of the financial statements of the governmental activities, the business -type activities; each major fund, and the aggregate. remaining fund information of the City of Tigard as of and for the year ended June30, 2009, in accordance with auditing standards : generally accepted in the United States of America, we considered the City's internal control over financial reporting (internal control) as a basis for designing our auditing procedures for the purpose of expressing our opinions on the financial statements, but not for the purpose of exp'r`essing an opinion on the effectiveness of the City's internal control.Our consideration of internal control included procedures to evaluate the design of controls relevant to an, audit of financial statements and to determine whether they have been implemented, but it did not include procedures to test the operating effectiveness of controls, andaccordingly, was not directed to discovering significant deficiencies in internal control. Accordingly, we do notexpress:an opinion on the effectiveness of the City's internal control. Our consideration of internal control was for the limited purpose described in the preceding paragraph and would not necessarily identify all deficiencies in internal control that might be significant deficiencies or material weaknesses. hi addition, because of inherent limitations in internal control, including the possibility of management override of controls, misstatements due to error or fraud may occur.and not be detected by such controls. However, as discussed, below, we identified certain deficiencies in internal control that we consider to be significant deficiencies. A control deficiency exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A significant deficiency is a control deficiency, or a combination of control deficiencies, that adversely affects the entity's ability to initiate, authorize, record, process, or report financial data reliably in accordance with generally accepted accounting principles such that there is more than a remote likelihood that a misstatement of the entity's financial statements that is more than inconsequential will not be prevented or detected by the entity's internal control. We have noted that there has been no review of the City's bank reconciliations once completed since January 2009. We consider this deficiency to be a significant deficiency in internal control. It is recommended that a member of management retroactively review these reconciliations and continue to do so as a normal monthly procedure. This communication is intended solely for the information and use of management, City Council, and others within the organization, and is not intended to be and should not be used by anyone other than these specified parties. C T FLIED UBLIC ACCOUNTANTS GROVE, MUELLER SWANK P CERTIFIED, PUBLIC ACCOUNTANTS AND'CONSULTANTS 475Cottage Street NE, Suite 200, Salem, Oregon 97301 (503) 581 -7788 January 29, 2010 City City 'Of Tigard Tigard, Oregon Attn: Toby LaFrance We have audited the financial statements of the governmental activities, the business -type activities, each major fund; and the .aggregate remaining .fund information of City of Tigard for the year ended June 30, 2009. Professional standards require that we provide you with information,.about our responsibilities under generally accepted auditing standards, as well as certain information related to the :planned scope and timing of our audit. We have communicated such information in -our letter to you dated April 1, 2009. Professional standards also require that we communicate to you the following information related to our audit. Significant Audit Findings Qualitative Aspects of Accounting Practices Management is responsible for the.selectien and use of appropriate accounting policies. The significant accounting policies used by the City are described in the notes to the financial statements. No new accounting policies were adopted and the application of existing policies was not changed during 2009. We noted no transactions entered into by theigovernmental unit during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period. Accounting estimates are an integral part of the financial statements prepared by management and are based on management's knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimate affecting the City's financial statements was management's estimate of the allowance for doubtful accounts and depreciable lives of assets. The estimate is based on historical information and an analysis of the collectability of individual accounts. We evaluated the key factors and assumptions used to develop the allowance in determining that it is reasonable in relation to the financial statements taken as a whole. Certain financial statement disclosures are particularly sensitive because_ of their significance to financial statement users. The most sensitive disclosures affecting the financial statements were related to the useful lives of capitalized assets and the depreciation related to those assets. Difficulties Encountered in Performing the Audi We encountered no significant difficulties in dealing with.managehent in performing and completing our audit. Corrected and Uncorrected Misstatements Professional standard's require us to accumulate all known and likely misstatements identified during the audit, other than those are trivial..and communicate them to the appropriate level of management. Management has corrected all such ' misstatements except the calculated liability for other post employment benefits. In addition, none of the misstatements detected as a result of audit procedures and corrected by management were material, either individually'orin the aggregate, to each opinion unit's 'financial statements taken as a whole. Disagreements with Management For purposes of this letter, professional standards define a disagreement with management as a financial accounting, reporting or auditingmatter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor's report. We are pleased to report that no such disagreements arose during the course of our audit. Management Representations We have requested certain representations from management that are included in the management representation letter dated January 29, 2010. Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining : a "second opinion" on certain situations. if a consultation involves application of an accounting principle to the governmental unit's financial statements or a determination of the type of auditor's opinion that maybe expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. Other'Audit:Findings or Issues We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the governmental unit's auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. This information is: intended solely for the use of the City Council.and management of the City of Tigard and is not intended to be and should not be used by anyone other than these specified parties. CER7VFIE PUBLIC ACCOUNTANTS City of Tigard, Oregon ■ ti a # a + ,,!!' • •, .' - ,. j . Comprehensive Annual Financial Report For the Fiscal Year ended June 30, 2009 On the Front Cover: Jim Griffith Memorial Skate Park, named after Jim Griffith, Mayor of Tigard from 2000 to 2003, was officially opened November 8, 2007. In 2001, members of Mayor Jim Griffith's Youth Forum proposed the construction of a skate park in Tigard, and the Skate Park Task Force was formed. The front cover is of the open skate park at the grand opening of this 15,000 square foot skate park located at the Tigard Civic Center. Skate boarders and bikers of all ages, along with Tigard Mayor Craig Dirksen and Skate Park Chairperson Rich Carlson, were present to open this Dreamland constructed park. Portable lights were brought in for the opening night and the skaters and bikers were allowed to skate into the evening. This picture is courtesy of Doug Vorwaller and Greg Stout. CITY OF TIGARD, OREGON COMPREHENSIVE ANNUAL FINANCIAL REPORT For the fiscal year ended June 30, 2009 Prepared by: City of Tigard - Financial and Information Services Department 4 P R A ' 1111. G � City of Tigard, Oregon Table of Contents Page INTRODUCTORY SECTION: Letter of Transmittal iv Certificate of Achievement for Excellence in Financial Reporting x Organization Chart xi Mayor and City Council Members xii FINANCIAL SECTION: Independent Auditors' Report 1 Management's Discussion and Analysis 3 Basic Financial Statements: Government -Wide Financial Statements Statement of Net Assets 19 Statement of Activities 20 Fund Financial Statements Major Governmental Funds: Balance Sheet 22 Statement of Revenues, Expenditures, and Changes in Fund Balance 23 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balance to the Statement of Activities 24 Proprietary Funds: Statement of Net Assets 25 Statement of Revenues, Expenses, and Changes in Fund Net Assets 26 Statement of Cash Flows 27 Pension Trust Fund: Statement of Plan Net Assets 28 Statement of Changes in Plan Net Assets 28 Notes to Basic Financial Statements 31 Required Supplementary Information: Schedules of Revenues and Expenditures - Budget and Actual: General Fund 56 Gas Tax Fund 57 Notes to Required Supplemental Information - Budget to GAAP Reconciliation 58 Other Supplementary Information: Nonmajor Governmental Funds Combining Statements: Combining Balance Sheet 62 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 63 Special Revenue Funds: Combining Balance Sheet - Nonmajor Special Revenue Funds 66 Combining Statement of Revenues, Expenditures, and Changes in Fund Balance 67 Schedules of Revenues and Expenditures - Budget and Actual: Traffic Impact Fee Fund 68 Electrical Inspection Fund 69 Underground Utility Fund 70 Criminal Forfeiture Fund 71 City of Tigard, Oregon Table of Contents, Continued Page FINANCIAL SECTION, Continued: Other Supplementary Information, Continued: Special Revenue Funds: Schedules of Revenues and Expenditures - Budget and Actual, Continued: Insurance Fund 72 Building Fund 73 Traffic Impact Fee Urban Services Fund 74 Urban Services Fund 75 Street Maintenance Fee Fund 76 Parks SDC Fund 77 City Gas Tax Fund 78 Library Fund 79 Tree Replacement Fund 80 Debt Service Funds: Combining Balance Sheet - Nonmajor Debt Service Funds 84 Combining Statement of Revenues, Expenditures, and Changes in Fund Balance 85 Schedules of Revenues and Expenditures - Budget and Actual: Bancroft Debt Service Fund 86 General Obligation Bond Debt Service Fund 87 Urban Renewal Agency Debt Service Fund 88 Capital Projects Funds: Combining Balance Sheet - Nonmajor Capital Projects Funds 91 Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Capital Projects Funds 92 Schedule of Revenues and Expenditures - Budget and Actual: Parks Capital Fund 93 Facility Fund 94 Urban Renewal Agency Capital Projects Fund 95 Proprietary Funds: Enterprise Funds: Schedules of Revenues and Expenditures - Budget and Actual: Sanitary Sewer Fund 98 Reconciliation of Budgetary Revenues and Expenditures to Proprietary Revenues and Expenses - Sanitary Sewer Fund 99 Storm Drainage Fund 100 Water Quality and Quantity Fund 101 Reconciliation of Budgetary Revenues and Expenditures to Proprietary Revenues and Expenses - Storm Sewer Funds 102 Water General Fund 103 Water System Development Fund 104 Water Capital Projects Fund 105 Reconciliation of Budgetary Revenues and Expenditures to Proprietary Revenues and Expenses - Water Funds 106 Reconciliation of Budgetary Fund Balances to Generally Accepted Accounting Principle Basis Net Assets 107 Internal Service Funds: Combining Statement of Net Assets 110 Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets 111 Combining Statement of Cash Flows 112 Schedules of Revenues and Expenditures - Budget and Actual: Central Service Fund 113 Fleet /Property Management Fund 114 ii City of Tigard, Oregon Table of Contents, Continued Page FINANCIAL SECTION, Continued: Other Supplementary Information, Continued: Other Schedules: Schedule of Property Tax Transactions and Outstanding Balances 118 Schedule of Bond and Bond Interest Transactions 119 Schedule of Future Debt Service Requirements of Long -term Notes Payable 120 Schedule of Future Debt Service Requirements of Bancroft Improvement Bonds 121 Schedule of Future Debt Service Requirements of General Obligation Bonds 122 STATISTICAL SECTION: Net Assets by Component 126 Changes in Net Assets 128 Fund Balances of Governmental Funds 132 Changes in Fund Balances of Governmental Funds 133 Government — Wide Revenues 135 Government — Wide Expenses by Function 136 General Governmental Revenues by Sources 137 General Governmental Expenses by Function 138 Market Value and Assessed Value of Taxable Property 139 Property Tax Rates — Direct and Overlapping Governments 140 Principal Property Taxpayers 141 Property Tax Levies and Collections 142 Special Assessment Collection 143 Ratio of Annual Debt Service Expenditures for Long -Term Debt to Total Governmental Expenditures 144 Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt per Capita 145 Computation of Direct and Overlapping General Obligation Debt 146 Computation of Legal Debt Margin 147 Ratio Debt by Type 148 Demographics Statistics 149 Principal Employers 150 Property Value and Construction 151 Full -time Equivalent City Government Employees by Function 152 Operating Indicators by Function /Program 153 Capital Assets Statistics by Function 154 AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS: Auditors' Comments and Disclosures 157 iii INTRODUCTORY SECTION 1 1 II • r TIGARD 1 Ill TIGARD City of Tigard January 29, 2010 Citizens of Tigard Honorable Mayor Members of the City Council It is our pleasure to submit to you the Comprehensive Annual Financial Report of the City of Tigard, Oregon, for the fiscal year ended June 30, 2009. Oregon Revised Statutes (ORS) 297.425 requires that every municipal corporation publish within six months of the close of each fiscal year a complete set of financial statements presented in conformity with accounting principles generally accepted in the United States of America (GAAP) and audited in accordance with auditing standards generally accepted in the United States of America by a firm of licensed certified public accountants. This report consists of management's representations concerning the finances of the City. Consequently, management assumes full responsibility for the completeness and reliability of all of the information presented in this report. To provide a reasonable basis for making these representations, management of the City has established a comprehensive internal control framework that is designed both to protect the City's assets from loss, theft, or misuse and to compile sufficient reliable information for the preparation of the City's financial statements in conformity with GAAP. Because the cost of internal controls should not outweigh their benefits, the City's comprehensive framework of internal controls has been designed to provide reasonable rather than absolute assurance that the financial statements will be free from material misstatements. As management, we assert that, to the best of our knowledge and belief, this financial report is complete and reliable in all material respects. The City's financial statements were audited by Grove, Mueller & Swank, P.C., a firm of licensed certified public accountants. The goal of the independent audit was to provide reasonable assurance that the financial statements of the City for the fiscal year ended June 30, 2009, are free of material misstatement. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; assessing the accounting principles used and significant estimates made by the management; and evaluating the overall financial statement presentation. The independent auditors concluded, based upon the audit, that there was a reasonable basis for rendering an unqualified opinion that the City's basic financial statements for the fiscal year ended June 30, 2009, are fairly presented, in all material respects, in conformity with GAAP. The independent auditor's report is included in the Financial Section of this report. GAAP requires that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management's Discussion and Analysis (MD&A). This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. The City's MD&A can be found immediately following the report of the independent auditors. 13125 SW Hall Blvd. • Tigard, Oregon 97223 • 503.639.4171 TTY Relay: 503.684.2772 • www.tigard- or.gov iv Profile of the Government The City of Tigard is located in southeast Washington County, 15 minutes from downtown Portland, Oregon and along major highways, Interstate 5 and Highway 217. The City is included in the Metro urban growth boundary and Tigard's closest neighboring cities include Beaverton, Lake Oswego, Tualatin, Durham, Portland, and King City. A state highway, 99W, runs north and south through the eastern portion of the City and is a major transportation corridor leading to the City of Portland. There is also a major greenway called Fanno Creek that connects neighborhoods to the natural environment and several of the City's parks. The incorporated area of the City represents 11.81 square miles and has a population of 47,460. The City has experienced a steady growth since its incorporation in 1961. Population increases have varied from a yearly change of less than 1% to almost 50% since incorporation. It is projected that the City will have a population of close to 48,000 by 2010. The City can extend its corporate limits by annexation which is permitted by state statute. The City is governed by an elected Mayor and four council members who comprise the City Council. The City's Charter established the Mayor /Council form of government. Each member of the City Council is elected at -large to serve a four -year term. The Mayor presides at Council meetings and is elected at -large for a four -year term. The Mayor and Council provide community leadership, develop policies to guide the City in delivering services and achieving community goals, and encourage citizen awareness and involvement. The City Council appoints a City Manager, who is the chief administrative officer of the City. The City Manager is responsible for ensuring Council policies are implemented using resources appropriated by the Council to achieve desired service results in the community. The City provides a full range of municipal services. These services include police, municipal court, community planning and development, parks, library, capital improvement planning, administration and central services, street maintenance, water, and other general public works activities. The City owns and maintains the wastewater and storm drainage system within the City limits under an agreement with Clean Water Services. Fire protection is provided by Tualatin Valley Fire and Rescue. The City maintains budgetary controls to ensure compliance with legal provisions in the annual appropriated budget adopted by the City Council. Activities of all funds are included in the annual adopted budget. The level of budgetary control (that is, the level at which expenditures cannot legally exceed the appropriated amount) is established by program within each individual fund. As demonstrated by the statements and schedules included in the financial section of this report, the City continues meeting its responsibility for sound financial management. Factors Affecting Financial Condition The information presented in the financial statements is perhaps best understood when it is considered from the broader perspective of the specific environment within which the City of Tigard operates. v Local economy The City's location in the Portland metropolitan area provides citizens with many diverse employment opportunities. Unemployment data is reported specifically for Tigard as well as Washington County and the Portland Metro area. The chart below shows a six year comparison of unemployment rates for the state and local areas as well as the US. The City of Tigard has the lowest rates over the six year time period and the Portland Metro area and the State of Oregon have the highest rates. Although in the past year the rate for every category, except the US, more than doubled the rate from the previous year due to the economic downturn in 2009. 14.00% — — — — 12.00% 10.0d% - • Oregon 8.00% • US 6.00% .A ■ PtId Metro I fffr 4.00% ■Wash Co. � I � ■Tigard 2.00% I f 0.00% I I . 2004 2005 2006 2007 2008 2009 Wholesale trade, retail trade, and the service industry all play a large role in Tigard's economy. Retail trade has the most establishments; and the retail and service industries employ the most people. The City has within its boundaries one of the largest shopping malls in the region, Washington Square. The mall has five major department stores and more than 140 specialty shops. In 2005, Washington Square completed an 80,000 sq. ft. expansion that added an additional 28 specialty stores and restaurants. This expansion increased the size of the mall to over 1.3 million square feet. Summary of Economic Data Number of Businesses, as of October 2009 3,355 Median Household Income (estimated 2008) $64,944 Primary Economic Sector (receipts /sales) Wholesale Trade General Fund Permanent Tax Rate $2.51310 per $1000 of assessed value Total Assessed Value (2009) $4,741,943,700 vi Ten Largest Employers (as of March 2009) Employer Product or service Employment HSBC Card Services Financial Services 948 Tigard - Tualatin School District Local school district 779 Macy's Retail department store 704 Nordstrom Retail department store 579 Oregon Public Employees Retirement Public retirement system 396 Providence Health System Health care provider 377 Costco Wholesale Corporation Box store 300 City of Tigard Local government 266 The Cheesecake Factory Food service 250 Home Depot Home improvement store 241 Long -term financial planning The City has developed a comprehensive long -term financial forecast every year since the 1980's. By forecasting and anticipating financial trends, the City can develop strategies to respond to emerging financial. trends. The City forecasts operating fund revenues and expenditures over a five -year period. The forecast is adjusted as each year's final results axe known and as budgets are prepared for the following year. In addition, the City also prepares a five -year Capital Improvement Program (CIP) that is also updated every year. The CIP is developed through a process separate from, but parallel to the budget process. The impact on future operating and maintenance costs are projected from the CIP and then incorporated in the long -term financial forecast. Relevant financial policies The City of Tigard has an important responsibility to its citizens to carefully account for public funds, manage municipal finances wisely, and plan adequate funding of services and facilities desired and needed by the public. In support of this effort, the City has established a set of fiscal policies to ensure that the public's trust is upheld. With such fiscal policies, the City has established the framework under which it will conduct its fiscal affairs, ensuring that it is and will continue to be capable of funding and providing outstanding local government services. The goals of Tigard's fiscal policies are: • To enhance the City Council's policy - making ability by providing accurate information on program and operating costs. • To assist sound management of the City government by providing accurate and timely information on current and anticipated financial conditions. vii • To provide sound principles to guide important decisions of the Council and management which have significant fiscal impact. • To set forth operational principles, which minimiz the cost and financial risk of the City's government consistent with services, desired by the public. • To employ revenue policies which prevent undue or unbalanced reliance on any one source, distribute the cost of municipal services fairly, and provide adequate funds to operate desired programs. • To provide and maintain essential public facilities, utilities, infrastructure, and capital equipment. • To protect and 'enhance the City's credit rating. • To insure that all surplus cash is prudently invested in accordance with the investment policy adopted by the Council to protect City funds and realize a reasonable rate of return. Major initiatives The Tigard City Council meets at the beginning of each calendar year to establish goals. Council goals comprise high - priority tasks or programs that the City Council intends to complete or initiate during the year, though attainment of these goals may take several years. The goals are based on the City's Vision Task Force goals, departmental needs, and City Council priorities. In the goal setting meeting, the City Council reviews information and develops its annual and long -term goals. Council goals set the priorities for City government and are incorporated into departmental work plans. For 2009 Council established four goals for the City as follows: 1. Implement Comprehensive Plan a. Update Tigard zoning maps based on Comprehensive Plan Update b. Update Tree Code to meet Comprehensive Plan c. Continue to lobby for light rail in 99W Corridor d. Develop a 50-year aspirational goal in support of Urban /Rural Reserves Program 2. Implement Downtown Urban Renewal a. Move forward with Burnham Street Project b. Complete land use regulations and design standards for the downtown 3. Prepare for 2010 Bond Measure for Parks, Open Spaces and Trails a. Complete Parks Master Plan b. Pursue Fanno Park and downtown plaza property acquisition 4. Continue to support the legislature in addressing the financial needs of state and local governments in Oregon viii With the passage of Tigard's Urban Renewal ballot measure, the City established a permanent funding base to implement the Tigard Downtown Improvement Plan. The formation of the Urban Renewal District sends a clear message that the City is now financially committed to carrying out its Downtown Plan and will be in a position to support investments there. Although it will take time for tax revenues to accumulate under the tax increment financing process, it is anticipated that enough funding will be available for $22 million in public improvements for downtown. The implementation of all of the projects such as streets, parks, plazas, a public market, and performing arts center will take up to 20 years to accomplish but that doesn't mean citizens won't see improvements in the near future. Design is continuing on street improvements, a downtown streetscape design, and other improvements. Construction on a redesigned Burnham Street began shortly after the end of fiscal year 2009. Awards and Acknowledgements The Government Finance Officers Association (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Tigard for its Comprehensive Annual Financial Report (CAFR) for the fiscal year ended June 30, 2008. This was the 24th consecutive year that the City has received this esteemed award. In order to be awarded a Certificate of Achievement, the government published an easily readable and efficiently organized CAFR. This report satisfied both GAAP and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current CAFR continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. In addition, the City also received the GFOA's Distinguished Budget Presentation Award for its annual budget for fiscal year 2009 -2010. This was the 22nd consecutive year that the City has received this prestigious award. In order to qualify for the Distinguished Budget Presentation Award, the City's budget document was judged to be proficient in several categories, including as a policy document, a financial plan, an operations guide, and a communications device. The preparation of this report was made possible by the dedicated service of the staff of the Financial and Information Services and our auditors. Each member of the Department has our sincere appreciation for the contributions made in the preparation of this report. Special recognition should be given to the Financial Operations staff for their work in preparing this document. Credit also must be given to the Mayor and City Council for their unfailing support for maintaining the highest standards of professionalism in the management of the City of Tigard's finances. Respect 4 sub -d, • LJf r Craig PrbSser Tob i ranee City Manager Direct r of Financial and Information Services ix 0 _ Certificate of Achievement for Excellence in Financial Reporting Presented to City of Tigard Oregon For its Comprehensive Annual Financial Report for the Fiscal Year Ended June 30, 200$ A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFRs) achieve the highest standards in government accounting and financial reporting. AGE 04-4, 4a OFT£ 44 4. 1 n¢osans dW0. GNM4 / 4 L b i6q'O0.UgM 01iCAa President *Cr , 0402—' Executive Director x CITIZENS OF TIGARD I Mayor & City Council City Manager City Attorn j u i Community Public Development 1 Policy and Services Works Services Administration Police Library Public Communit Engineering City Finance Works Development Administration Administration Administration Administration Administration Engineering City Finance Department Management Administration Operations Readers' Parks Building Street Lights Hu man Financial Services & Grounds Inspection & Signals Resources Operations Support Technical Sanitary Current Risk Adrrinstrative Services Services Sew er Ranning Management Services Circulation Storm Long Range Information Sew er Ranning Technology Street Maintenance Fleet Maintenance Property Management Water X1 CITY OF TIGARD, OREGON PRINCIPAL OFFICIALS AS OF JUNE 30, 2009 ELECTED OFFICIALS: Name Term Expires Mayor Craig Dirksen December 31, 2010 Councilor Nick Wilson December 31, 2012 Councilor Gretchen Buehner December 31, 2010 Councilor Marland Henderson December 31, 2012 Councilor Sydney Webb December 31, 2010 APPOINTED OFFICIALS: Craig Prosser, City Manager Toby LaFrance, Director of Finance and Information Services All may be reached at: 13125 SW Hall Boulevard Tigard, OR 97223 LEGAL COUNSEL Ramis, Crew, Corrigan & Bachrach 1727 NW Hoyt Street Portland, OR 97209 xii 1 1 111111 T GARD FINANCIAL SECTION 0 - N ! ; T 4 GROVE, MUELLER & SWANK, P.C. CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS 475 Cottage Street NE, Suite 200, Salem, Oregon 97301 (503) 581 -7788 INDEPENDENT AUDITOR'S REPORT Honorable Mayor and Members of the City Council City of Tigard Tigard, Oregon We have audited the accompanying financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of the City of Tigard, Oregon as of and for the year ended June 30, 2009, which collectively comprise the City's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City's management. Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of the City of Tigard, Oregon as of June 30, 2009, and the respective changes in financial position and its cash flows, where applicable, thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America. Management's Discussion and Analysis is not a required part of the basic financial statements, but is supplementary information required by accounting principles generally accepted in the United States of America. We have applied certain limited procedures that consisted principally of inquiries of management regarding the methods of measurement and presentation of the supplementary information. However, we did not audit the information and do not express an opinion on it. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City of Tigard, Oregon's basic financial statements. The introductory section, the schedules of revenues, expenditures - budget and actual for the General and the Gas Tax Funds, the other supplementary information, and the statistical section listed in the table of contents are presented for purposes of additional analysis and are not required parts of the basic financial statements. The schedule of revenues, expenditures and changes in fund balance - budget and actual for the General and the Gas Tax 1 Funds, and other supplementary information have been subjected to the auditing procedures applied by us in the audit of the basic financial statements and, in our opinion, are fairly stated in all material respects in relation to the basic financial statements taken as a whole. The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we express no opinion on them. GROVE, MUELLER & SWANK, P.C. CERTIFIED PUBLIC ACCOUNTANTS /#0'"df ... By: Charles A. Swank, A Shareholder January 29, 2010 2 Management's Discussion and Analysis As management of the City of Tigard, we offer readers this narrative overview and analysis of the financial activities of the City of Tigard for the fiscal year ended June 30, 2009. It focuses on significant financial issues, major financial activities, and resulting changes in financial positions, as well as economic factors affecting the City. This Management's Discussion and Analysis (MD &A) is based on currently known facts, decisions, and conditions that existed as of the date of the independent auditors' report. We encourage readers to consider the information presented here in conjunction with the transmittal letter at the front of this report and the City's financial statements which follow this discussion and analysis. Financial Highlights • The assets of the City exceeded its liabilities at the close of the most recent fiscal year by $287.9 million (net assets). Of this amount, $34.3 million (unrestricted net assets) may be used to meet the City's ongoing obligations to citizens and creditors. • The City's net assets decreased $2.8 million over the course of this year's operations. Within this total the net assets of our business -type activities increased by $0.6 million or 0.5 percent, and net assets of our governmental activities decreased by $3.5 million or 1.7 percent. • During the fiscal year, the City generated $31.1 million in taxes, charges for services, and other revenues for governmental programs while incurring expenses from governmental activities totaling $34.7 million, for a decrease in net assets of $3.5 million. • In the City's business -type activities, revenues decreased by $0.4 million, while expenses increased by $0.8 million. The decrease in revenues is due primarily to the slowdown of building activity in the City and the corresponding capital contributions which the building activity brings to the City as revenue, along with a decrease in water consumption. • As of the close of fiscal year 2009, the City's governmental funds reported combined ending fund balances of $20.4 million, a decrease of $4.8 million. This decrease reflects a decrease in many governmental revenues, most notably building permits and interest income. Property tax revenue, the City's largest single source of revenue, was flat for the year. • At the end of the fiscal year, unreserved fund balance for the General Fund was $7.8 million, a decrease of $3.0 million or a 27 percent decrease from the previous year. In anticipation of this decrease, the City has implemented cost - cutting measures, the most notable of which is that management employees did not receive cost of living raises for fiscal year 2010 and union employees have either delayed cost of living increases or are taking furlough days to reduce costs. • The City's long -term debt increased by $2.1 million during fiscal year 2009. This is due to a drawdown of $2.9 million against a line of credit to begin paying for water system upgrades, offset by $0.8 million of normal annual debt service payments on the general obligation bonds, long -term notes, and Bancroft improvement bonds. 3 Overview of the Financial Statements In addition to this discussion and analysis, the financial section of this annual report contains the basic financial statements, required supplementary information, and the combining statements of the non -major funds and schedules demonstrating legal compliance. The basic financial statements also include notes that explain the information in the financial statements and provide more details. The statements are followed by the required supplementary information section that supports the information in the financial statements. Required Elements of the Comprehensive Annual Financial Report MANAGIEIVENTS DISCUSSION AND ANALYSIS FlN N IPLSTATENE]NTS I I Gmemment -wide (full accrual) Fund Governrrental Activities Governrrer�tal (modified accrual) Business -type Activities Proprietary (full accrual) Fdudary (fiall aoaual) Notes to Basic f=inancial Statements REQUIRED SUPPLENENTAL INFORMATION (other than NDSA) OTHERSUPPLENENTARY INFORMATION Government -wide Financial Statements The government -wide financial statements are designed to provide readers with a broad overview of the City's finances, in a manner similar to a private- sector business. The Statement of Net Assets presents information on all of the City's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The Statement of Activities presents information showing how the City's net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will result in cash flows in a future fiscal period. Examples of such items include earned, but uncollected property taxes, and earned, but unused compensated absences. 4 Both of the government -wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business -type activities). The governmental activities of the City include the following: • Community services, police, library, and social services • Public works, including parks and recreation • Development services, planning and engineering • Policy and administration The business -type activities of the City include the following: • Sanitary sewer • Storm water • Water The government -wide financial statements can be found on pages 19 -21 of this report. Fund Financial Statements are designed to display compliance with finance - related legal requirements demonstrated by the use of fund accounting. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities and objectives. The funds of the City can be divided into the following categories: governmental funds, proprietary funds, and a fiduciary fund. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government -wide financial statements. However, unlike the government -wide financial statements, governmental fund financial statements focus on near -term inflows and outflows of available resources, as well as on balances of available resources at the end of the fiscal year. Such information may be useful in evaluating a government's near -term financial capability. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government -wide financial statements. By doing so, readers may better understand the long -term impact of the City's near -term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balance provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains 21 individual governmental funds. Information is presented separately in the governmental fund balance sheet and the statement of revenues, expenditures, and changes in fund balances for those funds that are considered significant (major) to the City taken as a whole. These financial statements report four major funds: General Fund, Gas Tax Fund, the Bancroft Debt Service Fund and the Parks Capital Fund. Data from the other 17 governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these non -major governmental funds is provided in the form of combining statements elsewhere in this report. The City closed two funds during fiscal year 2009 - the Urban Services Traffic Impact Fee Fund and the 5 Urban Services Fund. These funds had been used to account for revenues dedicated to services provided outside of City boundaries. Under an agreement with Washington County, those services are no longer being performed by the City and the residual money in those funds was transferred to the County. The City adopts an annual appropriated budget for all of its governmental funds. A budgetary comparison statement has been provided for each fund individually to demonstrate compliance with their budgets. The basic governmental fund financial statements can be found on pages 22 - 24 of this report. Proprietary funds are used to account for a government's business -type activities. The City maintains two different types of proprietary funds - enterprise funds and internal service funds. Enterprise funds are used to report the same functions presented as business -type activities in the governmental -wide financial statements. The City uses enterprise funds to account for its sanitary sewer, storm water, and water operations. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City's various functions. The City uses internal service funds to account for fleet maintenance, risk management, office services, finance and accounting, and other management services. The City reports all three of the enterprise funds as major funds. These funds are the Sanitary Sewer Fund, the Storm Sewer Fund, (which consists of the budgetary Storm Sewer and the Water Quality /Quantity Funds), and the Water Fund, (which includes the budgetary Water, Water SDC, and Water CIP Funds). However, for budgetary and legal purposes these funds are accounted for separately. Conversely, all internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is provided as other supplementary information. The City also adopts an annual appropriated budget for all proprietary funds. To demonstrate compliance with the budget, budgetary comparison statements have been provided for the enterprise funds as other supplementary information on pages 97 - 106 of this report. Budgetary comparisons for the internal service funds are provided on pages 112 -113 of this report. The proprietary fund financial statements can be found on pages 25 - 27 in the basic financial statements. Fiduciary funds are used to report assets held in a trustee or agency capacity for others and therefore cannot be used to support the government's own programs. The City has a pension trust fund that accounts for employee defined contribution plans. The accounting used for the fiduciary fund is much like that used for the proprietary funds. No budget is adopted for the fiduciary fund in accordance with Oregon Local Budget Law. The fiduciary fund financial statements can be found on page 28 in the basic financial statements. Notes to the Basic Financial Statements provide additional information that is essential to a full understanding of the data provided in the government -wide and fund financial statements. The notes to the financial statements can be found on pages 31 - 51 of this report. 6 The combining statements referred to earlier in connection with non -major governmental funds and business -type funds are presented immediately following the required supplementary information. Combining and individual fund statements and schedules can be found on pages 61- 113 of this report. Government -wide Financial Analysis Net assets: As noted earlier, net assets may serve over time as a useful indicator of the City's financial position. In the case of the City, assets exceeded liabilities by $287.9 million at June 30, 2009. The largest portion of the City's net assets (86 percent) reflects its investment in capital assets (e.g., land, buildings, roads, sewers, storm water facilities, etc.) less any related debt used to acquire those assets that is still outstanding. None of these capital assets, including the City infrastructure, are available for future spending. Although the City's investment in capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since capital assets themselves cannot be used to liquidate these liabilities. City of Tigard, Oregon Net Assets as of Fiscal Year -end (in millions) Governmental Business -type Activities Activities Total FY 08 -09 FY 07 -08 FY 08 -09 FY 07 -08 FY 08 -09 FY 07 -08 Assets Current and other assets $ 26.7 $ 32.6 $ 21.8 $ 21.6 $ 48.5 $ 54.2 Net capital assets 190.3 189.2 71.6 68.4 261.9 257.6 Total assets 217.0 221.8 93.4 90.0 310.4 311.8 Liabilities Other liabilities 4.4 6.3 1.8 2.0 6.2 8.3 Outstanding debt 13.4 12.9 2.9 - 16.3 12.9 Total liabilities 17.8 19.1 4.7 2.0 22.5 21.2 Net assets Invested in capital assets, net of related debt 179.6 177.7 68.7 68.4 248.3 246.1 Restricted 1.5 2.0 3.8 3.8 5.3 5.8 Unrestricted 18.1 23.0 16.2 15.8 34.3 38.8 Total net assets $ 199.2 $ 202.7 $ 88.7 $ 88.0 $ 287.9 $ 290.7 The City's net assets decreased by $2.8 million during the fiscal year. This decrease is due to revenues increasing by $2.5 million while expenses increased by $9.8 million. This was an intentional decrease that was budgeted to keep staffing levels stable and provide for additional capital improvement projects despite a slowdown in the economy. The revenues and expenses shown on the next table explain changes in net assets for fiscal year 2009. 7 Governmental Business -type Activities Activities Total FY 08 -09 FY 07 -08 FY 08 -09 FY 07 -08 FY 08 -09 FY 07 -08 Revenues Program Revenues Charges for services $ 4.0 $ 5.4 $ 10.3 $ 10.9 $ 14.3 $ 16.3 Capital grants and contribut - 0.7 - - $ - 0.7 Operating grants and contril 0.2 - 0.8 0.1 $ 1.0 0.1 Total Program revenues 4.2 6.1 11.1 11.0 15.3 17.1 Taxes 12.4 9.1 - - 12.4 9.1 Interest 0.9 1.5 0.6 1.0 1.5 2.5 Other 13.6 11.5 0.1 0.2 13.7 11.7 Total General revenues 26.9 22.1 0.7 1.2 27.6 23.3 Total revenues 31.1 28.2 11.8 12.2 42.9 40.4 Expenses Community services 18.4 13.7 - - 18.4 13.7 Public works 2.5 2.5 - - 2.5 2.5 Development services 7.2 5.2 - - 7.2 5.2 Policy and administration 6.0 3.8 - - 6.0 3.8 Interest on long -term debt 0.5 0.4 - - 0.5 0.4 Sewer - - 1.6 1.9 1.6 1.9 Storm water - - 1.9 1.6 1.9 1.6 Water - - 7.6 6.8 7.6 6.8 Total expenses 34.6 25.6 11.1 10.3 45.7 35.9 Changes in net assets (3.5) 2.6 0.7 1.9 (2.8) 4.5 Beginning net assets 202.7 200.1 88.0 86.1 290.7 286.2 Ending net assets $ 199.2 $ 202.7 $ 88.7 $ 88.0 $ 287.9 $ 290.7 Revenues Governmental Activities Property taxes continue to be a major source of revenue for the funding of City programs. Oregon voters passed Measure 50, a State constitutional amendment, which fundamentally changed property tax calculation and administration in Oregon in May 1997. Measure 50 converted operating property tax authority from a "levy- based" system to a "rate- based" system, and it became effective in FY 1997 -98. The City's tax base, which was $6,891,856 in FY 1997 -98, was converted to a permanent tax rate of $2.5131 by the measure. The measure established FY 1997 -98 assessed value at FY 1995 -96 values less 10 percent. 8 The permanent rate is multiplied by the assessed value each year to arrive at the tax authority for that year. Assessed value growth is limited to 3 percent per year, plus a pro -rated share of new construction and annexations. The City has seen significant growth in construction since then and the annexation of the Walnut Island area which occurred in FY 1999 -00. Measure 50 did not change the basis for calculating General Obligation (GO) debt service levies. GO debt service levies are calculated to produce enough tax revenues that (when combined with other resources such as interest earnings and fund balance) will be enough to pay debt service due on these voter approved bonds. On May 21, 2002, voters approved a bond measure in the amount of $13.0 million for a new library. The City sold the bonds to the Oregon Economic and Community Development Department. Taxes collected through the tax levy will repay this bonded debt. Both other revenues and charges for services combined constitute 60 percent of total governmental revenues. The primary sources include the following: • Franchise fees are charged to public utilities for the use of the public right -of -way. Franchised activities paying the fee include electricity, natural gas, telecommunications, cable television, and solid waste haulers - $3,887,078. • Intergovernmental revenue is the other significant revenue category in other revenues and totals $7,560,542. These revenue sources include state shared revenues such as cigarette tax, liquor tax, and revenue sharing. In addition, this category also includes the City's portion of the county -wide Hotel /Motel Tax and the WCCLS. • Charges for service includes a variety of land use planning and permit fees, library fines, and other miscellaneous types of fees and charges - $4,045,920. Governmental Activities Fiscal Year 2009 Revenues by Source $31,111,829 Interest, $947,218 Taxes, 3% $12,526,541 Other, 40% $13,438,673 ° 43% Operating Grants and Charges for contribution Service, $153,447 $4,045,920 <1% 13% 9 Business -type Activities Charges for services represent 90 percent of total revenues and are composed of fees that are charged to all users for services provided such as water, sanitary sewer, and storm water. The sanitary and storm water fees are established by Clean Water Services (CWS) and are set by the agency each year. The City Council, through an intergovernmental agreement with other water system participants, sets the water rates. The City is continuing to pursue efforts to secure a long -term water source to meet future demands over the next 50 years. In August 2009 the City entered into an intergovernmental agreement with the City of Lake Oswego in which the City of Tigard will share the cost of upgrading and expanding Lake Oswego's water treatment plant in return for a long -term water contract. Over the past seven years, the City Council has approved a yearly 6 percent water rate adjustment in anticipation of having to issue revenue bonds to finance capital projects associated with these potential water sources. The City will be conducting a water rate study during fiscal year 2010. Sanitary rates have been traditionally adjusted by CWS annually with the increase in revenues being dedicated to debt service requirements for treatment plant expansions made by agency. Storm water rates have not been adjusted for several years. Expenses Governmental Activities Expenses related to governmental activities are shown in the chart below and are expressed as a percent of total expenses for all governmental activities. The majority of the expenses (53 percent) relate to the City Library and Police Department within the Community services activity. Overall, expenses in Governmental activities increased by $9.0 million over the previous fiscal year. The majority of this increase can be attributed to increases in salaries and benefits. Expenses by Service Type Fiscal Year 2009 Governmental Activites $34,598,286 Policy and Interest on administration, long -term debt, $5,997,644 $5 17% 2% Community services, jiiii!! $18,365,997 53% Development services, $7,238,839 21% Public works, $2,468,981 7% 10 Business -type Activities The majority of the expenses (66 percent) relate to the drinking water service provider activity. The City does not have its own water source, so it has to purchase water from other agencies. This water purchase expense is a major portion of the total water expenses. The water expense decreased slightly over last year due to a decrease in wages and benefits and material costs. Both the sanitary and storm water expenses increased only slightly from the previous fiscal year. Neither of these activities has experienced major growth or expansion of their respective systems, so expenses continue to increase only moderately due to increases in personal costs and material costs such as fuel. Expenses by Service Type Fiscal Year 2009 Business -type Activites $11,142,531 Sewer Storm water $1,597,413 $1,920,640 14% 17% Water $7,624,478 68% Financial Analysis of the City's Funds As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance - related legal requirements. Governmental Funds The focus of the City's governmental funds is to provide information on near -term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City's financing requirements. In particular, unreserved fund balance may serve as a useful measure of the City's net resources available for spending at the end of the fiscal year. As of the end of the fiscal year 2009, the City's governmental funds reported combined ending fund balances of $20.4 million, a decrease of $4.8 million in comparison with the prior year. Of the ending fund balance, $450,349 is reserved for prepaid expenses. The remainder of governmental fund balance, about $20.0 million, is reported as unreserved and undesignated. As noted above, the City purposely budgeted a decrease in fund balance to keep staffing levels stable and to provide for capital improvement projects. 11 General Fund The General Fund is the chief operating fund of the City. At the end of the fiscal year 2009, the unreserved fund balance was $7.8 million that can be used for funding of City programs. This was a decrease of $3.0 million. This decrease can be primarily attributed to the combined decrease in revenues from franchise fees, charges for service, and interest income combined with increases in expenditures for personnel expense. Gas Tax Fund This fund records shared revenues from State and County taxes on sale and use of motor vehicle fuel. Funds are used for construction, reconstruction, improvement, repair, maintenance, operation, and use of public highways, roads, streets, and roadside rest areas. This revenue source can also be used for street lighting and cleaning, storm drainage, traffic control devices, and cost of administration. At the end of fiscal year 2009, the fund balance was $2.5 million, a decrease of $0.3 million. This fund balance will eventually be used to complete street improvements. Bancroft Debt Service Fund The Bancroft Debt Service Fund accounts for the payment of Bancroft improvement bond principal and interest. The sources of revenue are the collection of assessments against benefited property, interest, and contributions from other funds for their share of costs. Revenues may only be used for the retirement of debt. At the end of fiscal year 2009, the fund balance was $1.1 million, an increase of $0.1 million. Parks Capital Fund The Parks Capital Fund accounts for the purchase and major development of recreational facilities within the City. Resources for this fund are primarily transfers in from other funds and intergovernmental revenues. At the end of fiscal year 2009, the fund balance was $91,994, a decrease of $133,184. Proprietary Funds The City's proprietary funds include the Sanitary Sewer, Storm Sewer, Water, and Internal Services Funds. The unrestricted net assets of the business -type activities which include the Sanitary Sewer, Storm Sewer, and Water Funds at the end of the year amounted to $16.2 million. The total increase in net assets for these funds was $0.7 million. The factors concerning the finances of the funds have already been addressed in the discussion of the City's business -type activities. 12 General Fund Budgetary Highlights The City Council approved eleven budget amendments to the adopted General Fund budget. Total increase in appropriations was $740,227. The changes are summarized as follows: • Increase of $136,700 in interfund transfers to pay for tree projects and purchase of property. • Increase of $265,426 in the Finance Department to pay for outside services while the City was recruiting key Finance Department staff. • Increase of $233,686 in the Police Department to recognize various grants. • $93,500 increase in the Police Department budget to pay for a TriMet transit patrol position. • $10,915 increase in the budget for Community Services to pay for various community activities. The overall change to the budget in the General Fund after these eleven amendments was less than one percent and had no significant affect on future services or liquidity. The City budgeted the General Fund with the anticipation that ending fund balance would decrease by approximately $6.5 million. Actual results decreased fund balance by about $3.0 million. This difference was caused by lower revenues of $1 million offset by expenditures that were $4.5 million lower than budget. For revenues, franchise fees and charges for services came in approximately $964,000 lower than budget. For expenditures, the variance was primarily due to a conservative approach to the budget and about $500 thousand of contingency that was budgeted but not needed. Capital Asset and Debt Administration Capital Assets Governmental Activities The City's investment in capital assets for its governmental activities as of June 30, 2009, amounts to $190.3 million (net of accumulated depreciation). This investment in capital assets primarily includes land, buildings, machinery and equipment, office equipment, and infrastructure. The infrastructure includes roads, curbs and sidewalks, signage, streetlights and right -of -ways. The total increase in the City's investment in governmental activities capital assets was $1.1 million, less than one percent. This was primarily due to additions to infrastructure throughout the City. Business -type Activities The City's investment in capital assets for its business -type activities as of June 30, 2009, amounts to $71.6 million (net of accumulated depreciation). In addition to machinery, equipment, and vehicles, the capital assets include the sanitary sewer collection system, storm drainage, and water systems. 13 Total increase in the City's investment in business -type activities capital assets was $3.2 million or 4.7 percent. This is primarily due to further expansion of the City's water reservoir system. City of Tigard, Oregon Capital Assets at Year -end (Net of Depreciation) (in millions) Governmental Business -type Activities Activities Total FY 08 -09 FY 07 -08 FY 07 -08 FY 06 -07 FY 07 -08 FY 06 -07 Land $ 7.6 $ 7.6 $ 4.4 $ 4.4 $ 12.0 $ 12.0 Construction in progress 4.9 2.6 10.6 6.2 15.5 8.8 Buildings and building improv. 17.0 17.2 1.4 1.2 18.4 18.4 Land improvements 1.5 1.7 - - 1.5 1.7 Sewer system - - 15.6 16.0 15.6 16.0 Storm drainage system - - 11.1 10.9 11.1 10.9 Water system - - 27.6 28.6 27.6 28.6 Machinery and equipment 1.4 0.7 0.6 0.7 2.0 1.4 Autos and trucks 0.8 0.8 0.3 0.4 1.1 1.2 Infrastructure 157.1 158.6 - - 157.1 158.6 Total capital assets $ 190.3 $ 189.2 $ 71.6 $ 68.4 $ 261.9 $ 257.6 Additional information on the City's capital assets can be found in the notes on pages 43 -45 of this report. Debt Outstanding As of year -end, the City had four types of debt currently outstanding, three of which are governmental and one is business -type. The governmental debt includes general obligation bonds ($10.0 million) secured by the City's authority to levy property taxes and assessment bonds ($1.3 million) secured by installment payment contracts with property owners. The third is a loan ($777,296) through the Oregon Economic and Community Development Department (OECDD). This loan was secured by current and future park system development charges collected by the City. The business -type activity debt is a draw against a line of credit for water system improvements. The amount outstanding is $2.9 million. The total available is $6.0 million. Principal payments are not required under the credit agreement until 2012. The City intends to issue revenue bonds to pay off the line of credit. The most recent bond rating occurred in 1993 and the rating given by Moody's was Al. Existing debt levels have no direct impact on current or future City operations. 14 The State of Oregon limits the amount of general obligation debt that cities can issue to 3 percent of the real market value of all taxable property within the City limits. The City's total outstanding general obligation debt is significantly below the 3 percent limit of $244.9 million. Additional information on the City's debt can be found on pages 45 -47 of this report. City of Tigard, Oregon Outstanding Debt at Fiscal Year -end (in millions) Total Totals Percentage FY 08 -09 FY 07 -08 Change Governmental: General obligation $ 10.0 $ 10.5 - 4.8% Local improvement 1.3 1.3 0.0% Long -term note 0.8 1.0 - 20.0% Total outstanding debt $ 12.1 $ 12.8 -5.5% Business -type: Line of credit $ 2.9 $ - 100% Economic Factors The unemployment rate for the Portland metro area was 11.2 percent at the end of the fiscal year, June 30, 2009. This is a significant increase from the same period last year, when the rate was 5.2 percent. In the past the Portland metro area has usually had a lower unemployment rate than the national average, but it is now above the national rate of 10.9 percent. The City of Tigard issues licenses for businesses operating within the City limits. As of June 30, 2009, there were 3,355 businesses licensed in the City. The U.S. Economic Census, which takes place every five years, provides data on industry sales within the City. Wholesale trade is generating the most dollars in shipments, sales, and receipts. Retail trade employed the most people, and also ranks second in the amount of dollars generated. Almost 70 percent of land within the City is planned to accommodate residential use, ranging from low density single family homes to high density multi - family dwellings. The City tracks buildable lands through a yearly inventory process. At the end of 2007, less than 10 percent of land within the City was considered buildable. Residential home construction, which includes free standing and attached, hit a high of 576 units in 2001 and dipped to a low of 42 in 2009, reflecting the fact that all construction declined significantly in 2009. Residential construction valuation dropped from about $67.8 million in 2007 -08 to $31.8 million in 2008 -09. Total housing units added in the City during 2008 -09 totaled 42, down from 93 in 2007 -08 and 231 in 2006 -07. 15 The City of Tigard has developed a comprehensive long -term financial forecast every year since the 1980's. This forecast allows the City to project expected revenues and expenditures for each of its funds to help anticipate financial requirements. The comprehensive long -term financial forecast continues to be central to Tigard's financial management strategy. By forecasting and anticipating financial trends, Tigard can develop strategies to respond to these emerging financial trends. The current forecast shows that in the short-term the City's financial condition is stable in most funds. The FY 2008 -09 budget continued addressing a projected General Fund deficit that had been forecasted to occur earlier than what is now projected. By including a utility franchise fee, the City can delay the deficit by one year. This revenue source would continue to create a more stable financial condition over time, although more substantive options might need to be considered in the future. More adjustments were made to the forecast model during with the FY 2009 -10 budget taking into account the City never spends 100% of its appropriations. Also there are forecasted positions (FTE's) which may not be needed to maintain the level of service proposed in the forecast. The City will carefully weigh the long -term effect these options may have before approving them. The City will also need to establish sound financing for the capital improvement program that is needed in order to maintain and improve the City's infrastructure. A Downtown Revitalization Plan was adopted by the City Council and recommended the creation of an Urban Renewal District. The creation of the district and use of tax increment financing was approved by the voters in May 2006. The City will still need to fund some catalyst projects that are identified in the Plan and financing of these projects will need to come from other sources. The voters in Washington County and the City of Tigard just recently approved an operational tax levy throughout the County that will help in sustaining the operation of the City's library. Requests for Information This financial report is designed to provide a general overview of the City of Tigard's finances for all those with an interest in the City's finances. Questions concerning any of the information provided in the report or requests for additional financial information should be addressed to the Financial and Information Services Director, City of Tigard, 13125 SW Hall Blvd., Tigard, Oregon 97223. 16 BASIC FINANCIAL STATEMENTS - _ ., - - ,•,. , RIR 1 . - -0- 1 11 r . • - -''' M 0 ' M ,, -... . , , , _ _ _ T ,. . ,, CITY OF TIGARD, OREGON STATEMENT OF NET ASSETS June 30, 2009 Governmental Business -Type Activities Activities Total ASSETS Cash and investments $ 23,156,499 $ 18,872,776 $ 42,029,275 Accounts receivable 973,584 2,952,905 3,926,489 Property taxes receivable 568,275 - 568,275 Assessment liens receivable 1,394,953 - 1,394,953 Prepaid expenses 546,674 - 546,674 Inventory 14,134 6,079 20,213 Capital assets: Land and construction in process 12,542,925 15,131,542 27,674,467 Other capital assets (net of accumulated depreciation) 177,830,488 56,460,888 234,291,376 Total Assets 217,027,532 93,424,190 310,451,722 LIABILITIES Accounts payable and accrued liabilities 2,205,092 1,714,315 3,919,407 Customer deposits 2,014,483 44,355 2,058,838 Due to (from) other activities (15,022) 15,022 - Accrued interest payable 269,180 - 269,180 Unearned revenue - 1,058 1,058 Noncurrent liabilities: Due within one year: Notes payable 247,318' - 247,318 Bonds payable 553,795' - 553,795 Accrued compensated absences 993,730 70,041 1,063,771 Special assessment bonded debt with government commitment 126,885' - 126,885 Due in more than one year: Notes payable 529,978 - 529,978 Line of credit - 2,853,868 2,853,868 Bonds payable 9,458,100" - 9,458,100 Accrued compensated absences 276,531 19,001 295,532 Special assessment bonded debt with government commitment 1,151,245' - 1,151,245 Total Liabilities 17,811,316 4,717,660 22,528,975 NET ASSETS Invested in capital assets, net of related debt 179,584,222 68,738,562 248,322,784 Restricted for: Capital projects 167,169 3,783,324 3,950,493 Debt service 1,373,469 - 1,373,469 Unrestricted 18,091,356 16,184,644 34,276,000 Total Net Assets $ 199,216,216 $ 88,706,530 $ 287,922,746 The accompanying notes are an integral part of the basic financial statements. 19 Program Revenues Charges Operating Capital for Grants and Grants and Functions /Programs Expenses Services Contributions Contributions Governmental activities: Community services $ 18,365,997 $ 180,425' $ 2,761' $ - Public works 2,468,981 952,652' 15,403' 199,112 Development services 7,238,839 1,249,995" 135,283' - Policy and administration 5,997,644 1,463,736' - - Interest on long - term debt 526,825 - - - Total governmental activities 34,598,285 3,846,808 153,447 199,112 Business -type activities: Sewer 1,597,413 1,348,750 - 63,682 Storm water 1,920,640 1,484,627 - 574,860 Water 7,624,478 7,417,827 - 196,118 Total business - type activities 11,142,531 10,251,204 - 834,660 Total $ 45,740,816 $ 14,098,012 $ 153,447 $ 1,033,772 General Revenues: Property taxes, levied for general purposes ' Property taxes, levied for debt service • Franchise taxes • • Unrestricted intergovernmental revenues Interest earnings Miscellaneous Total general revenues Change in net assets Net assets -- beginning Net assets -- ending The accompanying notes are an integral part of the basic financial statements. 20 Net (Expense) Revenue and Changes in Net Assets Primary Government Governmental Business -type Activities Activities Total $ (18,182,811) $ - $ (18,182,811) (1,301,814) - (1,301,814) (5,853,561) - (5,853,561) (4,533,908) - (4,533,908) (526,825) - (526,825) (30,398,918) - (30,398,918) (184,981) (184,981) 138,847 138,847 (10,533) (10,533) (56,667) (56,667) (30,398,918) (56,667) (30,455,585) 11,411,276' - 11,411,276 1,115,265' - 1,115,265 3,887,078 - 3,887,078 8,925,520 - 8,925,520 947,247 649,231 1,596,479 626,075 105,567 731,642 26,912,461 754,798 27,667,259 (3,486,457) 698,131 (2,788,326) 202,702,673 88,008,399 290,711,072 $ 199,216,216 $ 88,706,530 $ 287,922,746 21 CITY OF TIGARD, OREGON GOVERNMENTAL FUNDS BALANCE SHEET June 30, 2009 Bancroft Parks Other Total General Gas Tax Debt Service Capital Governmental Governmental Fund Fund Fund Fund Funds Funds ASSETS Cash and investments $ 8,200,469 $3,070,560 $ 1,114,700 $ 121,001 $ 10,177,475 $ 22,684,205 Accounts receivable 535,800 173,511 - - 248,111 957,422 Property taxes receivable 510,981 - - - 57,294 568,275 Assessment liens receivable - - 1,178,744 175,088 41,121 1,394,953 Prepaid expense 419,488 - - 30,861 - 450,349 Total assets $ 9,666,738 $3,244,071 $ 2,293,444 $ 326,950 $ 10,524,001 $ 26,055,204 LIABILITIES Accounts payable and accrued liabilities $ 1,360,093 $ 142,835 $ - $ 10,368 $ 280,888 $ 1,794,182 Customer deposits 156,130 593,259 - 49,500 1,215,594 2,014,483 Deferred revenues: Property taxes 392,199 - - - 31,832 424,031 Assessment liens - - 1,178,744 175,088 41,121 1,394,953 Total liabilities 1,908,422 736,094 1,178,744 234,956 1,569,435 5,627,649 FUND BALANCES Reserved for: Prepaid expense 419,488 - - 30,861 - 450,349 Unreserved, undesignated, reported in: General Fund 7,338,828 - - - 7,338,828 Special revenue funds - 2,507,978 - - 8,589,761 11,097,739 Capital projects fund! - - - 61,133 106,036 167,169 Debt service funds - - 1,114,700 - 258,769 1,373,469 Total fund balances 7,758,316 2,507,978 1,114,700 91,994 8,954,566 20,427,553 Total liabilities and fund balances $ 9,666,738 $3,244,072 $ 2,293,444 $ 326,950 $ 10,524,001 Amounts reported for governmental activities in the Statement of Net Assets are different because: Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds, net of accumulated depreciation of $56,089,769 190,373,414 Other long -term assets are not available to pay for current -period expenditures and, therefore are deferred in the funds: Assessment liens 1,394,953 Property taxes earned but not available 424,031 Internal service funds are used by management to charge the cost of administrative functions as well as fleet and property management to individual funds. A portion of the assets and liabilities of the internal service funds are included in governmental activities in the statement of activities. (45,065) Accrued compensated absences are not due and payable in the current period and therefore are not reported in the funds. (1,022,170) Long -term liabilities - not reported in the funds: Bonds, notes payable and other liabilities, not due and payable in current period (12,067,321) Accrued interest payable, not due and payable in the current period (269,180) Net Assets of Governmental Activities $ 199,216,216 The accompanying notes are an integral part of the basic financial statements. 22 CITY OF TIGARD, OREGON GOVERNMENTAL FUNDS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE For the fiscal year ended June 30, 2009 Bancroft Parks Other Total General Gas Tax Debt Service Capital Governmental Governmental Fund Fund Fund Fund Funds Funds REVENUES Taxes $ 11,476,355 $ - $ - $ - $ 929,525 $ 12,405,880 Franchise fees 3,887,078 - - - - 3,887,078 Special assessments - - 87,208 - - 87,208 Licenses and permits 647,461 - - - 634,977 1,282,438 Intergovernmental revenues 5,568,542 1,992,000 - - - 7,560,542 Charges for services 534,163 2,186 - - 2,000,241 2,536,590 Fines and forfeitures 804,128 - - - - 804,128 Interest earnings 323,492 126,837 86,813 44,099 349,141 930,382 Miscellaneous 46,021 111,168 - 237,611 118,592 513,392 Total revenues 23,287,240 2,232,191 174,022 281,710 4,032,477 30,007,640 EXPENDITURES Current operating: Community services 18,214,907 - - - - 18,214,907 Public works 3,463,390 - - - - 3,463,390 Development services 4,566,264 740,204 - - 1,877,887 7,184,355 Policy and administration 907,661 - - - - 907,661 General government 796,995 796,995 Debt service: - Principal - - 23,100 235,690 536,063 794,853 Interest - - 49,191 42,363 438,849 530,403 Capital outlay 44,083 884,032 - 136,841 2,875,825 3,940,781 Total expenditures 27,196,305 1,624,236 72,291 414,894 6,525,619 35,833,344 Excess (deficiency) of revenues over (under) expenditures (3,909,065) 607,955 101,731 (133,184) (2,493,142) (5,825,705) OTHER FINANCING SOURCES (USES) Transfers in 1,706,781 - - - 1,635,547 3,342,328 Loans to CCDA (323,616) - (323,616) Transfers out (509,841) (905,662) - - (618,148) (2,033,651) Total other financing sources (uses; 873,324 (905,662) - - 1,017,399 985,061 Net change in fund balances (3,035,741) (297,707) 101,731 (133,184) (1,475,743) (4,840,644) Fund balances - beginning 10,794,057 2,805,685 1,012,969 225,178 10,430,310 25,268,198 Fund balances - ending $ 7,758,316 $ 2,507,978 $ 1,114,700 $ 91,994 $ 8,954,567 $ 20,427,554 The accompanying notes are an integral part of the basic financial statements. 23 CITY OF TIGARD, OREGON RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES For the fiscal year ended June 30, 2009 Net change in fund balances —total governmental funds $ (4,840,644) Amounts reported for governmental activities in the Statement of Activities are different because: Governmental funds report capital outlays as expenditures while governmental activities report depreciation expense to allocate those expenditures over the life of the assets. This is the amount by which capital outlay exceeded depreciation in the current period. Expenditures for capital assets 4,972,702 Less current year depreciation (4,064,786) 907,916 Revenues in the Statement of Activities that do not provide current financial resources are not reported as revenues in the funds. Property taxes 120,661' Assessment liens (131,083) (10,422) Repayment of bond principal is an expenditure in the governmental funds, but the repayment reduces long -term liabilities in the Statement of Net Assets. by which proceeds exceeded repayments. Principal payments 794,853 Some expenses reported in the Statement of Activities do not require the use of current financial resources and therefore are not reported as expenditures in governmental funds. Compensated absences 187,667' Accrued interest on debt 3,578 191,245 Internal service funds are used by management to charge the cost of administrative functions as well as fleet and property management to individual funds. The net revenue of a portion of internal service funds is reported with governmental activities. Change in Net Assets - Internal Service Funds (705,873) Less amount attributable to Business -Type Activities 176,468 (529,405) Change in Net Assets of Governmental Activities $ (3,486,458) The accompanying notes are an integral part of the basic financial statements. 24 CITY OF TIGARD, OREGON PROPRIETARY FUNDS STATEMENT OF NET ASSETS June 30, 2009 Business -type Activities Governmental Enterprise Funds Activities Internal Sanitary Storm Service Sewer Sewer Water Totals Funds ASSETS Current assets: Cash and investments $ 9,372,553 $ 2,394,472 $ 7,105,751 $ 18,872,776 $ 472,294 Accounts receivable 1,267,799 317,569 1,367,536 2,952,904 16,162 Prepaid expenses - - - - 96,325 Inventory - - 6,079 6,079 14,134 Total current assets 10,640,352 2,712,041 8,479,366 21,831,759 598,915 Noncurrent assets: Capital assets: Land and construction in process 77,396 415,174 14,999,641 15,492,211 - Other capital assets (net of accumulated depreciation) 15,996,140 11,460,637 28,643,442 56,100,219 - Total noncurrent assets 16,073,536 11,875,811 43,643,083 71,592,430 - Total assets 26,713,888 14,587,852 52,122,449 93,424,189 598,915 LIABILITIES Current liabilities: Accounts payable and accrued liabilities 1,047,431 129,548 537,336 1,714,315 410,910 Customer deposits - 4,754 39,601 44,355 - Unearned revenue 1,058 - - 1,058 - Accrued compensated absences 8,725 12,836 45,221 66,782 186,068 Total current liabilities 1,057,214 147,138 622,158 1,826,510 596,978 Noncurrent liabilities: Accrued compensated absences 2,908 4,279 15,074 22,261 62,023 Long -term debt - - 2,853,868 2,853,868 - Total noncurrent liabilities 2,908 4,279 2,868,942 2,876,129 62,023 Total liabilities 1,060,122 151,416 3,491,100 4,702,638 659,001 NET ASSETS Invested in capital assets, net of related debt 16,073,536 11,875,811 40,789,215 68,738,562 - Restricted for capital projects 3,783,324 - - 3,783,324 - Unrestricted 5,796,906 2,560,625 7,842,134 16,199,665 (60,086) Total net assets $ 25,653,766 $ 14,436,436 $ 48,631,349 88,721,551 $ (60,086) Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds. (15,022) Net assets of business -type activities $ 88,706,530 The accompanying notes are an integral part of the basic financial statements. 25 CITY OF TIGARD, OREGON PROPRIETARY FUNDS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS For the fiscal year ended June 30, 2009 Business -type Activities Governmental Enterprise Funds Activities Internal Sanitary Storm Service Sewer Sewer Water Totals Funds OPERATING REVENUES Service charges $ 1,348,750 $ 1,484,627 $ 7,417,827 $ 10,251,204 $ 5,803,364 Miscellaneous - 10,052 162,142 172,194 112,683 Total operating revenues 1,348,750 1,494,679 7,579,969 10,423,398 5,916,047 OPERATING EXPENSES Salaries and wages 356,335 527,690 1,279,022 2,163,047 3,966,317 Contracted services 5,177 296,712 2,917,647 3,219,536 1,185,383 General, administrative and other 296,104 276,799 834,615 1,407,518 1,487,085 Depreciation 668,583 419,498 1,365,391 2,453,472 - Services performed by other funds 271,214 399,941 1,227,803 1,898,958 - Total operating expenses 1,597,413 1,920,640 7,624,478 11,142,531 6,638,785 Operating income (loss) (248,663) (425,961) (44,509) (719,133) (722,738) NONOPERATING REVENUES Investment revenue 314,924 90,080 244,227 649,231 16,865 System development revenue 63,682 - 196,118 259,800 - Total non - operating revenue 378,606 90,080 440,345 909,031 16,865 Net income before contributions (loss) 129,943 (335,881) 395,836 189,898 (705,873) Capital contributions - 574,860 - 574,860 - Transfers in - - 109,841 109,841 - Change in net assets 129,943 238,979 505,677 874,599 (705,873) Net assets -- beginning 25,523,823 14,197,457 48,125,672 645,787 Net assets -- ending $ 25,653,766 $ 14,436,436 $ 48,631,349 $ (60,086) Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds. (176,468) Change in net assets of business -type activities $ 698,131 The accompanying notes are an integral part of the basic financial statements. 26 CITY OF TIGARD, OREGON PROPRIETARY FUNDS STATEMENT OF CASH FLOWS For the fiscal year ended June 30, 2009 Governmental Business -type Activities - Enterprise Funds Activities Sanitary Storm Internal Sewer Sewer Water Totals Service Funds CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers $ 1,289,235' $ 1,447,523' $ 7,242,723' $ 9,979,481 $ 5,792,606 Payments to suppliers (147,549) (517,361) (4,207,877) (4,872,787) (2,884,489) Payments to employees (389,748) (541,376f (1,333,114f (2,264,238) (3,870,485) Other receipts - 10,052 162,142 172,194 112,682 Internal activity - payments to other funds (271,214) (399,941) (1,227,803) (1,898,958) - Net cash provided (used) by operating activities 480,724 (1,103) 636,071 1,115,692 (849,686) CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES System development revenue 63,682 - 196,118 259,800 - Note proceeds - - 2,853,868 2,853,868 - Capital asset proceeds from other funds - - 109,841 109,841 - Acquisition of capital assets (282,070) (459,251) (4,331,511) (5,072,832) - Net cash (used) by capital and related financing activities (218,388) (459,251) (1,171,684) (1,849,323) - CASH FLOWS FROM INVESTING ACTIVITIES Interest earnings 314,924 90,080 244,227 649,231 16,865 Net increase (decrease) in cash and cash equivalents 577,260 (370,274) (291,386) (84,400) (832,821) Cash and investments- beginning of the year 8,795,293 2,764,746 7,397,137 18,957,176 1,305,115 Cash and investments - end of the year $ 9,372,553 $ 2,394,472 $ 7,105,751 $ 18,872,776 $ 472,294 RECONCILIATION OF OPERATING INCOME (LOSS) TO NET CASH PROVIDED BY OPERATING ACTIVITIES Operating income (loss) $ (248,663) $ (425,961) $ (44,509) $ (719,133) $ (722,738) Adjustments to reconcile operating income to net cash provided by operating activities: Cash flows reported in other categories: Depreciation expense 668,583 419,498 1,365,391 2,453,472 - Change in assets and liabilities: Receivables (59,515) (37,104) (176,793) (273,412) (10,758) Prepaid expenses - - - - (62,179) Inventory - - - - 9,728 Accounts payable and accrued liabilities 153,732 56,150 (455,615) (245,733) (159,571) Accrued compensated absences (26,805) (11,568) (54,092) (92,465) 95,832 Unearned revenue (6,608) - - (6,608) - Customer deposits - (2,118) 1,689 (429) Net cash provided (used) by operating activities $ 480,724 $ (1,103) $ 636,071 $ 1,115,692 $ (849,686) The accompanying notes are an integral part of the basic financial statements. 27 CITY OF TIGARD, OREGON STATEMENT OF PLAN NET ASSETS PENSION TRUST FUND June 30, 2009 Assets Cash and cash equivalents $ 4,696,569 Corporate bonds 1,690,384 Corporate stocks 6,275,918 Total assets 12,662,871 Net assets held in trust for pension benefits $ 12,662,871 STATEMENT OF CHANGES IN PLAN NET ASSETS PENSION TRUST FUND For the fiscal year ended June 30, 2009 Additions: Contributions - employer $ 1,393,091" Contributions - employee 10,356" Investment income (2,142,593) Total additions (739,146) Deductions: Benefit payments and withdrawals (604,986) Decrease in net assets (1,344,132) Net assets held in trust for pension benefits Beginning of year 14,007,003' End of year $ 12,662,871 The accompanying notes are an integral part of the basic financial statements. 28 Notes to Basic Financial Statements 29 u , 1:11111- ' : - - ,6-'''' ,_ , :,, City of Tigard, Oregon Notes to Basic Financial Statements 1. Summary of Significant Accounting Policies: The City of Tigard, under its Charter of 1961, is governed by an elected mayor and four council members who comprise the City Council. The City Council appoints a City Manager, who acts as the administrative head of government for the City. In accordance with GASB Statement No. 14, The Financial Reporting Entity, the activities of the Tigard Urban Renewal Agency (the Agency) are included in the City's financial statements as a blended component unit. The Agency is a legally separate entity, which is governed by a board comprised of the City Council, as stipulated in the bylaws. The Council has the ability to impose its will on the Agency as determined on the basis of budget adoption, taxing authority, and funding. The purpose of the Agency is to undertake urban renewal projects and activities pursuant to the City's downtown redevelopment plan. The financial results of the Agency are reported herein as a debt service fund and a capital projects fund. The Agency also prepares a separate component unit financial report that may be obtained from the Agency's administrative offices at 13125 SW Hall Blvd., Tigard, Oregon 97223. The financial statements of the City have been prepared in accordance with accounting principles generally accepted in the United States of America (GAAP). GAAP statements include all relevant GASB pronouncements. For purposes of the government -wide and proprietary fund financial statements, the City has elected not to apply private- sector standards of accounting and financial reporting issued after November 30, 1989, unless specifically adopted by GASB pronouncements. The City applies the provisions of all applicable GASB Statements that define requirements and the reporting model for the annual financial reports of state and local governments. The City has recorded capital and certain other long -term assets and liabilities in the statement of net assets, reported all revenues and the cost of providing services under the accrual basis of accounting in the statement of activities, and uses the direct method of reporting cash flows. Basic Financial Statements Basic financial statements are presented at both the government -wide and fund financial level. Both levels of statements categorize activities as either governmental or business -type. Governmental activities, which are normally supported by taxes and intergovernmental revenues, are reported separately from business -type activities, which rely to a significant extent on fees and charges for support. Government -wide financial statements display information about the City as a whole. For the most part, the effect of interfund activity has been removed from these statements. These statements focus on the sustainability of the City as an entity and the change in aggregate financial position resulting from the activities of the fiscal year. 31 City of Tigard, Oregon Notes to Basic Financial Statements 1. Summary of Significant Accounting Policies, Continued: These aggregated statements consist of the Statement of Net Assets and the Statement of Activities. The Statement of Activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services or privileges provided by a given function or segment, and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Indirect expenses are recovered through internal service fund charges. These indirect expenses are allocated based on a full -cost approach, thereby allocating indirect expenses among functions with the objective of allocating all expenses. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds, proprietary funds, and the pension trust fund, even though the pension trust fund is excluded from the government -wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. Fund financial statements display information at the individual fund level. Each fund is considered to be a separate accounting entity. Funds are classified and summarized as governmental, proprietary, or fiduciary. Currently, the City has governmental, proprietary, and fiduciary fund types. Non - major funds are combined into a single column in the basic financial statements and are detailed in the supplemental information. Basis of Presentation The financial transactions of the City are recorded in individual funds. Each fund is accounted for by providing a separate set of self- balancing accounts that comprises its assets, liabilities, fund equity, revenues and expenditures /expenses. Professional standards set forth minimum criteria (percentage of the assets, liabilities, revenues or expenditures /expenses or either fund category or the governmental and enterprise combined) for the determination of major funds. The City electively added funds as major funds, which either had debt outstanding or specific community focus. Non -major funds are combined in a column in the fund financial statements and detailed elsewhere in the financial report. 32 City of Tigard, Oregon Notes to Basic Financial Statements 1. Summary of Significant Accounting Policies, Continued: Measurement Focus and Basis of Accounting Measurement focus is a term used to describe which transactions are recorded within the various financial statements. Basis of accounting refers to when transactions are recorded regardless of the measurement focus. The government -wide, proprietary fund, and fiduciary fund financial statements are presented on a full accrual basis of accounting with an economic resource measurement focus. An economic resource focus concentrates on an entity or fund's net assets. All transactions and events that affect the total economic resources (net assets) during the period are reported. An economic resources measurement focus is inextricably connected with full accrual accounting. Under the full accrual basis of accounting, revenues are recorded when earned and expenses are recorded at the time liabilities are incurred, regardless of the timing of related cash inflows and outflows. Governmental funds financial statements are presented on a modified accrual basis of accounting with a current financial resource measurement focus. This measurement focus concentrates on the fund's resources available for spending currently or in the near future. Only transactions and events affecting the fund's current financial resources during the period are reported. Similar to the connection between an economic resource measurement focus and full accrual accounting, a current financial resource measurement focus is inseparable from a modified accrual basis of accounting. Under modified accrual accounting, revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 60 days of the end of the current fiscal year. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. Property taxes, intergovernmental and interest associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Only the portion of special assessments receivable due within the current fiscal period is considered susceptible to accrual as revenue of the current period. All other revenues are considered to be measurable and available only when cash is received by the City. A deferred revenue liability arises in the governmental funds balance sheet when potential revenue does not meet both the measurable and available criteria for recognition in the current year. This unavailable deferred revenue consists primarily of uncollected property taxes and assessments not deemed available to finance operation of the current period. In the government -wide Statement of Activities, with 33 City of Tigard, Oregon Notes to Basic Financial Statements 1. Summary of Significant Accounting Policies, Continued: a full accrual basis of accounting, revenue must be recognized as soon as it is earned regardless of its availability. Thus, the liability created on the governmental fund balance sheet for unavailable deferred revenue is eliminated. Note that deferred revenues also arise outside the scope of measurement focus and basis of accounting, such as when the City receives resources before it has a legal claim to them. For instance, when grant monies are received prior to the incurrence of qualifying expenditures. Similar to the way revenues are recorded, governmental funds only record those expenditures that affect current financial resources. Principal and interest on general long -term debt is recorded as a fund liability only when due, or to the extent that it is expected to be liquidated with expendable financial resources. However in the government -wide financial statements with full accrual basis of accounting, all expenditures affecting the economic resource status of the government must be recognized. Thus, the expense and related accrued liability for long -term portions of debt and compensated absences must be included. Since the governmental fund statements are presented on a different measurement focus and basis of accounting than the government -wide statements' governmental column, a reconciliation is necessary to explain the adjustments needed to transform the fund based financial statements into the governmental column of the government - wide presentation. This reconciliation is part of the basic financial statements. Amounts reported as program revenues include 1) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions and 3) capital grants and contributions. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from non - operating items. Operating revenues and expenses generally result from providing services, and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the City's Sanitary Sewer, Storm Sewer and Water Funds are charges to customers for sales and services. The Sanitary Sewer, Storm Sewer and Water Funds also recognize fees intended to recover the cost of connecting new customers to the City's utility systems as operating revenues. Operating expenses for enterprise funds include the cost of sales and services, administrative expenses and overheads, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non - operating revenues and expenses. 34 City of Tigard, Oregon Notes to Basic Financial Statements 1. Summary of Significant Accounting Policies, Continued: The fiduciary fund accounts for the resources held by the City in a custodial capacity, on behalf of the employees of the City. When both restricted and unrestricted resources are available for use, it is the City's policy to use restricted resources first, then unrestricted resources as they are needed. Assets, Liabilities, and Equity Receivables and Payables Property taxes are levied and become a lien on July 1. Collection dates are November 15, February 15, and May 15 following the lien date. Discounts are allowed if the amount due is received by November 15 or February 15. Taxes unpaid and outstanding on May 16 are considered delinquent. Inventories Inventories of parts, materials and supplies are stated at cost on the first -in, first -out basis in the proprietary funds. The purchases method is used in accounting for inventory for all funds on the budgetary basis. The consumption method is used for the government -wide presentation as well as the proprietary funds and business -type activities. Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets (e.g. roads, pathways, street lights, etc.) are reported in the applicable governmental or business type activities columns in the government -wide financial statements. Capital assets are charged to expenditures as purchased or constructed in the governmental fund statements, and capitalized in the proprietary fund statements. Capital assets are recorded at historical cost or estimated historical cost. Donated assets are recorded at estimated fair market value as of the date of the donation. Capital assets are defined by the City as assets with an initial, individual cost of $5,000 or more, and an estimated useful life of greater than one year. Additions or improvements and other capital outlays that significantly extend the useful life of an asset, or that significantly increase the capacity of an asset are capitalized. Other costs for repairs and maintenance are expensed as incurred. 35 City of Tigard, Oregon Notes to Basic Financial Statements 1. Summary of Significant Accounting Policies, Continued: Depreciation on exhaustible assets is recorded as an allocated expense in the Statement of Activities with accumulated depreciation reflected in the Statement of Net Assets and is provided on the straight -line basis over the following estimated useful lives: Asset Years Buildings and improvements 25 - 40 Improvements other than buildings 10 -20 Machinery and equipment 5 - 10 Vehicles 5 - 10 Utility systems 25 - 40 Infrastructure 20 - 40 Accrued Compensated Absences and Sick Pay It is the City's policy to permit employees to accumulate earned but unused vacation and sick pay benefits. There is no liability for unpaid accumulated sick leave, since the City does not have a policy to pay any amounts when employees separate from the City. All vacation pay is accrued when incurred in the government -wide and proprietary fund financial statements. A liability for these amounts is reported in the governmental funds only when it has matured, for example, as result of employee resignations or retirements. At June 30, 2009 there were no governmental fund liabilities for accrued compensated absences. Interfund Transfers Interfund transfers are used to pay administrative services on behalf of funds that do not have administration in the fund, provide funds for debt service, contribute toward the cost of capital projects, and comply with Oregon Budget Law. Transfers for fiscal year ended June 30, 2009 are as follows: Transfers From Other Transfers to Funds Other Funds General Fund $ 1,706,781 $ 4,735,657 Gas Tax Fund - 1,050,103 Internal Service Funds 3,904,407 - Nonmajor Governmental Funds 1,341,766 1,167,194 $ 6,952,954 $ 6,952,954 36 City of Tigard, Oregon Notes to Basic Financial Statements 1. Summary of Significant Accounting Policies, Continued: Long -term Debt In the government -wide financial statements, and proprietary fund types in the fund financial statements, long -term debt and other long -term obligations are reported as liabilities in the applicable governmental activities, business -type activities, or proprietary fund type in the Statement of Net Assets. Bond premiums and discounts are deferred and amortized over the life of the bonds. Bonds payable are reported net of the applicable bond premium or discount. Bond issuance costs, which are immaterial, are treated as period costs in the year of issue and are shown as other financing uses. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Fund Equity In the fund financial statements, governmental funds report reservations of fund balance for amounts that are not available for appropriation or are legally restricted by outside parties for use for a specific purpose. Designations of fund balance represent tentative management plans that are subject to change. The City currently has no designations of fund balance. Use of Estimates In preparing the City's financial statements, management is required to make estimates and assumptions that affect the reported amounts of assets and liabilities, the disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenues and expenses /expenditures during the reporting period. Actual results could differ from those estimates. Cash and Investments Investments included in cash and investments are stated at cost, which is approximate to the fair value. Investments in the pension trust fund are stated at fair value. For purposes of the statement of cash flows, the City considers the proprietary funds' cash and investments with initial maturities to the City of three months or less, and the amounts in the Oregon State Treasurer's Investment Pool, to be cash equivalents. 37 City of Tigard, Oregon Notes to Basic Financial Statements 1. Summary of Significant Accounting Policies, Continued: Budget A budget is prepared for each fund, except for the Pension Trust Fund, essentially in accordance with the modified accrual basis of accounting used by governmental funds, which is in accordance with the legal requirements of Oregon Local Budget Law. The resolution authorizing appropriations sets the maximum level of expenditures for each fund. Appropriations may not be legally over expended. Appropriations lapse at the end of each fiscal year. Appropriations are made at the major program level for each fund, for example, Community Services, Public Works, Development Services, Policy and Administration, General Government, Debt Service, Capital Improvements and Contingency. The detail budget document is required to contain more detailed information for the above - mentioned expenditure categories. Budget amounts include original approved amounts and all subsequent appropriation transfers approved by the City Council. After budget approval, the City Council may approve supplemental budgeted appropriations if an occurrence, condition, or need exists which had not been ascertained at the time the budget was adopted. A supplemental budget may require hearings before the public, publications in newspapers and approval by the City Council. Original and supplemental budgets may be modified by the use of appropriations transfers between the levels of control. Such transfers require approval by the City Council. Management may not amend the budget without Council approval. The budgets for each of the funds include capital outlay appropriations. Debt service is also budgeted separately. For GAAP presentation, the transfers from operating funds for services provided by the internal service funds and the General Fund are considered revenues and expenses /expenditures, as appropriate, but are considered to be interfund transfers for budgetary purposes. Excess of Expenditures over Appropriations The Gas Tax Fund had expenditures in excess of related appropriations. The over expenditures in the amount of $23,499 were in development services and were all funded through the available fund balance. 38 City of Tigard, Oregon Notes to Basic Financial Statements 2. Fund Types: The City's financial operations are accounted for in the following funds: Governmental Funds Governmental funds finance most governmental functions of the City. The acquisition, use and balances of the City's expendable financial resources and the related liabilities, excluding those accounted for in proprietary funds, are accounted for through governmental funds. The measurement focus is upon determination of changes in current financial resources, rather than upon net income determination. The following are the City's major governmental funds: General Fund - This fund accounts for the City's general operations. It is used to account for all transactions not specifically required to be accounted for in the City's other funds. Gas Tax Fund - This fund records shared revenues from the State and County taxes on the sale and use of motor vehicle fuel. Funds are used for construction, reconstruction, improvement, repair, maintenance, operation and use of public highways, roads, streets, and roadside rest areas. Monies may also be used for street lighting and cleaning, storm drainage, traffic control devices and administration costs. Bancroft Debt Service Fund - This fund accounts for the payment of Bancroft improvement bond principal and interest. The sources of revenue are the collection of assessments against benefited property, interest and contributions from other funds for their share of costs. Parks Capital Fund- This fund accounts for the expenditure of system development charge monies for major improvements to recreational facilities within the City. Proprietary Funds Proprietary funds are used to account for the acquisition, operation and maintenance of sewer, storm drainage, and water systems in the City. These funds are entirely or predominantly self- supported through user charges to customers. The measurement focus is upon net income determination, rather than upon determination of changes in current financial resources. The following are the City's major proprietary funds: 39 City of Tigard, Oregon Notes to Basic Financial Statements 2. Fund Types, Continued: Proprietary Funds, Continued: Enterprise Funds: Sanitary Sewer Fund - This fund accounts for the City's sewer utility operations. Storm Sewer Fund - This fund accounts for the City's storm drainage operations which consists of the following two budgetary funds: Storm Sewer Fund and Water Quality /Quantity Fund. Water Fund - This fund accounts for the City's water operations which consists of the following three budgetary funds: Water Fund, Water SDC Fund and Water CIP Fund. Additionally, the City reports the following fund type. Neither of these funds are major funds: Internal Service Funds: Central Services Fund - This fund accounts for the central administrative functions within the City which are generally allocated to other funds. Fleet /Property Management Fund - This fund accounts for all activity related to the Fleet Maintenance and Property Management divisions in the City. Fiduciary Fund: Pension Trust Fund - This fund accounts for the City's employee defined contribution pension plan. Nonmajor Governmental Funds Other governmental funds include nonmajor special revenue, debt service, and capital projects funds of the City. The following lists all other governmental funds by governmental fund type: Special Revenue Funds: Traffic Impact Fee Fund Electrical Inspection Fund Underground Utility Fund Criminal Forfeiture Fund Insurance Fund 40 City of Tigard, Oregon Notes to Basic Financial Statements 2. Fund Types, Continued: Building Fund Urban Services Traffic Impact Fee Fund Urban Services Fund Street Maintenance Fee Fund Parks System Development Charge Fund City Gas Tax Fund Library Fund Tree Replacement Fund Debt Service Funds: General Obligation Debt Service Fund Urban Renewal Debt Service Fund Capital Projects Funds: Facility Fund Urban Renewal Capital Projects Fund 3. Cash and Investments: The City maintains a cash and investment pool that is available for use by all funds, except the 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 Pension Trust Fund are held separately from those of other City funds. Cash and investments are comprised of the following at June 30, 2009: Cash on hand $ 9,306 Cash held by Department of Finance, Washington County 55,981 Deposits with financial institutions 4,603,674 Investments 37,360,314 Total cash and investments $ 42,029,275 Deposits Deposits with financial institutions include bank demand deposits and time deposit accounts. The total bank balance is $5,313,073 (book balance is $4,603,674). Of these deposits, $500,000 was covered by federal depository insurance and $4,813,073 was collateralized in accordance with Oregon statutes. 41 City of Tigard, Oregon Notes to Basic Financial Statements 3. Cash and Investments, Continued: 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, certain commercial paper and the State of Oregon Local Government Investment Pool. Interest rate risk. In accordance with its investment policy, the City manages its exposure to declines in fair value by limiting the individual maturities in its investment portfolio to eighteen months or less. The City does have a provision in its investment policy that up to twenty percent of the portfolio can have maturities from eighteen months to thirty -six months. Custodial credit risk - investments. For an investment, this is the risk that, in the event of failure of the counterparty, the City will not be able to recover the value of its investments or collateral securities that are in the possession of an outside party. All of the City's investments, except for the investment in the Local Government Investment Pool, which is not evidenced by securities, are held in safekeeping by the financial institution counterparty in the financial institution's general customer account name. The City participates in the Oregon State Treasurer's Local Government Investment Pool (LGIP), an open- ended; no -load diversified portfolio created under ORS 294.805 to 294.895 that is not registered with the U.S, Securities and Exchange Commission as an investment company. The LGIP is administered by the State Treasurer and the Oregon Investment Council with the advice of the Oregon Short -Term Fund Board. These funds must be invested and managed, as a prudent investor would, exercising reasonable care, skill and caution. The Oregon Audits Division of the Secretary of State's Office audits the LGIP annually. The City's fair value of its position in the LGIP is the same as the value of the pool shares. The City employees participate in a defined contribution pension plan. These funds are recorded in the City's Pension Trust Fund. The balance at June 30, 2009 is $12,662,871. This balance is not included in the government -wide or fund financial statements, but is shown separately on page 28. 42 City of Tigard, Oregon Notes to Basic Financial Statements 3. Cash and Investments, Continued: As of June 30, 2009, the City had the following investments: Percentage of Investment Type Fair Value Cost Portfolio State Treasurer's Local Government Investment Pool $ 15,353,875 $ 15,353,875 41.10% Money markets 5,717,110 5,717,110 15.30% U.S. Government Securities 4,831,113 4,831,113 12.93% Municipal bonds - - 0.00% Corporate bonds 11,458,216 11,458,216 30.67% Total Investments $ 37,360,314 $ 37,360,314 100.00% Concentration of credit risk: The City's policy for investing in individual issuers varies depending on the type of investments. Agency securities are restricted to no more than 90 percent of the total portfolio. Municipal bonds are restricted to no more than 25 percent of the total portfolio. No more the 35 percent of the total portfolio of investments may be invested in corporate bonds. Investments in corporate bonds of any one issuer may not exceed 5 percent of the investment portfolio. Credit risk: The City's policy, which adheres to State of Oregon law, is to limit its Corporate and Municipal investments to the following: Issuers within Oregon must be rated "A" (bonds) or A -2 / P -2 (commercial paper) or better by Standard and Poor's, Moody's Investors Service or any other nationally recognized statistical rating organization. Issuers not in Oregon must be rated AA / Aa (bonds) or A -1 / P -1 (commercial paper) or better. At June 30, 2009, the City's investments were rated as follows: Highest Rating from Moody's Investors Service or Standard & Poor's Corporation Investment Type Total Aaa / AAA Aa / AA Not Rated LGIP $ 15,353,875 $ - $ - $ 15,353,875 Money markets 5,717,110 - - 5,717,110 US Govn't securities 4,831,113 4,831,113 - - Corporate bonds 11,458,216 11,458,216 - Total $ 37,360,314 $ 16,289,329 $ - $ 21,070,985 43 City of Tigard, Oregon Notes to Basic Financial Statements 3. Cash and Investments, Continued: The City has a formal investment policy that explicitly limits investment maturities as a means of managing its exposure to fair value loss arising from increasing interest rates. At June 30, 2009, the concentration of those maturities included the Local Government Investment Pool, Money Markets, and investments with average maturities of twelve months or less at 58.60% of the total portfolio. Investments with maturities between twelve and eighteen months made up 21.30% of the portfolio and investments with maturities between eighteen and thirty -six months were 20.10% of the total portfolio. 4. Assessment Liens Receivable: Assessment liens receivable represent the uncollected amounts levied against benefited property for the cost of local improvements. 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 10 to 20 years. Assessments bear interest from 5.2 to 9.4 percent. At June 30, 2009, the portion of the assessments receivable balance that represents delinquent accounts is $2,987. 5. Capital Assets: Capital asset activity for governmental activities for the year ended June 30, 2009 was as follows: 44 City of Tigard, Oregon Notes to Basic Financial Statements 5. Capital Assets, Continued: Balances Balances June, 30 Reclassifications June, 30 2008 Additions Adjustments Retirements 2009 Non - depreciable Land $ 7,604,017 $ - $ - $ - $ 7,604,017 Construction in progress 2,616,977 3,071,543 (741,467) (8,145) 4,938,908 Total non - depreciable 10,220,994 3,071,543 (741,467) (8,145) 12,542,925 Depreciable Building and improvements 20,930,588 279,525 - - 21,210,113 Land improvements 6,670,333 72,042 - - 6,742,375 Machinery and equipment 1,826,500 198,820 - - 2,025,320 Autos and trucks 2,364,139 288,434 - - 2,652,573 Office equipment 633,416 146,485 741,467 - 1,521,368 Infrastructure 206,630,370 1,172,086 - - 207,802,456 Total depreciable 239,055,346 2,157,392 741,467 - 241,954,205 Accumulated depreciation Building and improvements (3,697,850) (500,062) - - (4,197,912) Land improvements (5,019,298) (172,212) - - (5,191,510) Machinery and equipment (1,430,260) (153,912) - - (1,584,172) Autos and trucks (1,546,697) (311,702) - - (1,858,399) Office equipment (446,161) (64,016) - - (510,177) Infrastructure (47,918,665) (2,862,882) - - (50,781,547) Total accumulated depreciation (60,058,931) (4,064,786) - - (64,123,717) Governmental activities capital assets, net $ 189,217,409 $ 1,164,149 $ - $ (8,145) $ 190,373,413 **Adjustments column include reclassifications and construction in progress in previous years that were completed within the current fiscal year. Depreciation expense for governmental activities is charged to functions as follows: Community services $ 191,045 Public works 81,296 Developmental services 44,713 Policy and administration 3,747,732 Total depreciation for governmental activities $ 4,064,786 Capital assets activity for business -type activities for the year ended June 30, 2009, was as follows: 45 City of Tigard, Oregon Notes to Basic Financial Statements 5. Capital Assets, Continued: Balances Reclassifications Balances June 30, 2008 Additions Adjustments June 30, 2009 Non - depreciable Land $ 4,422,170 $ - $ - $ 4,422,170 Construction in progress 6,175,130 4,542,268 (8,025) 10,709,373 Total - non - depreciable 10,597,300 4,542,268 (8,025) 15,131,543 Depreciable Land improvements 360,669 - - 360,669 Buildings and improvements 1,721,032 289,942 - 2,010,974 Sewer system 22,598,054 183,120 - 22,781,174 Storm drainage system 15,730,003 522,752 - 16,252,755 Water system 48,426,191 109,806 - 48,535,997 Equipment 1,457,985 13,760 (16,385) 1,455,360 Auto and trucks 1,303,984 10,455 - 1,314,439 Total depreciable 91,597,918 1,129,835 (16,385) 92,711,368 Accumulated depreciation Land improvements (360,669) - - (360,669) Buildings and improvements (535,644) (43,467) - (579,111) Sewer system (6,679,413) (542,098) - (7,221,511) Storm drainage system (4,833,624) (396,088) - (5,229,712) Water system (19,684,930) (1,159,469) - (20,844,399) Equipment (772,733) (172,365) - (945,098) Auto and trucks (929,996) (139,985) - (1,069,981) Total accumulated depreciation (33,797,009) (2,453,472) - (36,250,481) Business -type activities capital assets, net $ 68,398,209 $ 3,218,631 $ (24,410) $ 71,592,430 **Adjustments column include reclassifications from previous years recording of capital assets. Depreciation expense for business -type activities is charged to activities as follows: Sanitary sewer $ 668,583 Storm sewer 419,498 Water 1,365,391 Total depreciation for business -type activities $ 2,453,472 6. Long -term Debt and Other Debt: General Obligation Bonds payable Bond transactions for the year ended June 30, 2009, and future maturities of bond principal and interest, are as follows: General Obligation bond issues - Original amount was $13,000,000. Funds were used to build new library. Interest rates from 3 percent to 4.75 percent. 46 City of Tigard, Oregon Notes to Basic Financial Statements 6. Long -term Debt and Other Debt, Continued: Fiscal Year Outstanding Paid Outstanding Future Due June 30, 2008 During Year June 30, 2009 Interest 2009 $ 536,063 $ (536,063) $ - $ - 2010 553,795 - 553,795 422,768 2011 571,890 - 571,890 404,493 2012 590,281 - 590,281 384,477 2013 613,891 - 613,891 363,227 2014 632,787 - 632,787 340,206 2015 -2019 3,573,036 - 3,573,036 1,295,189 2020 -2023 3,476,215 - 3,476,215 419,819 $ 10,547,958 $ (536,063) $ 10,011,895 $ 3,630,179 Bancroft Improvement Bonds: Bancroft improvement bond issues - Interest rates from 3.9 percent to 7.25 percent; payable first from assessments to benefited properties and second, from the general credit of the City. Paid and Fiscal Year Outstanding Called Outstanding Future Due June 30, 2008 During Year June 30, 2009 Interest 2009 $ 120,491 $ (23,100) $ 97,391 $ - 2010 126,885 - 126,885 66,524 2011 133,593 - 133,593 59,789 2012 140,720 - 140,720 52,661 2013 148,271 - 148,271 45,115 2014 67,100 - 67,100 37,123 2015 -2020 564,170 - 564,170 100,433 $ 1,301,230 $ (23,100) $ 1,278,130 $ 361,645 Bancroft improvement bonds - original amount of $1,307,969 for 69t Avenue Local Improvement District and original amount of $1,947,678 for Dartmouth Street Local Improvement District. Notes Payable: Note payable issued January 23, 2003 - Original amount of $2,290,248. Funds were used for expansion and updating for Cook Park. Interest rates from 3 percent to 4.35 percent; payable from Parks SDC Fund. 47 City of Tigard, Oregon Notes to Basic Financial Statements 6. Long -term Debt and Other Debt, Continued: Fiscal Year Outstanding Paid Outstanding Future Due June 30, 2008 During Year June 30, 2009 Interest 2009 $ 235,690 $ (235,690) $ - $ - 2010 247,318 - 247,318 32,935 2011 259,053 - 259,053 22,795 2012 270,925 - 270,925 11,785 $ 1,012,986 $ (235,690) $ 777,296 $ 67,515 Water line of credit opened June 17, 2009 — Maximum amount is $6,000,000; maturity date June 30, 2012; interest is a variable rate using either the LIBOR Fixed Rate or the BBA LIBOR Daily Floating Rate Option. In addition, the City pays a commitment fee of 0.50% per annum of the unused portion of the line of credit. Water revenues are pledged for repayment, but the City intends to issue revenue bonds and repay the line of credit from the bond proceeds in future years. The proceeds from the line of credit were used to begin funding an intergovernmental agreement with the City of Lake Oswego for long -term water supply. The amount drawn during the year and outstanding at June 30, 2009 is $2,853,868. Other long -term obligations for accrued compensated absences and changes thereto during the year ended June 30, 2009 are as follows: Balance Balance Due June 30, June 30, in current 2008 Additions Retirements 2009 year Governmental activities: Compensated absences $ 1,114,006 $ 1,827,554 $ (1,662,629) $ 1,278,931 $ 993,730 Business -type activities: Compensated absences $ 181,508 $ 96,265 $ (188,731) $ 89,042 $ 70,041 Expenditures for liquidating compensated absences liabilities are recorded in the General, Special Revenue, Capital Projects, Enterprise, and Internal Service Funds. 7. Transfers: The City utilizes three types of interfund transfers. The first type is transfers received for services provided. These transfers are based on a cost allocation plan and are reflected as expenses of the appropriate activity in the government —wide statements. The second type of transfer is a transfer of resources. Typically, this transfer is made to close out funds that are no longer needed for financial reporting. The third type of transfer is a transfer for direct costs that can be specifically identified and billed directly to the benefiting fund. These types of transfers are reflected as expenses of the appropriate activity in the government —wide statements. 48 City of Tigard, Oregon Notes to Basic Financial Statements 8. Retirement Plans: The City contributes to retirement plans on behalf of all eligible employees. At June 30, 2009, the following employee groups were covered by the following retirement plans: Group Retirement Plan Management /Professional Staff (Non- union) International City Managers Association Retirement Corp. (ICMARC) Money Purchase Plan Oregon Public Employees Union Employees ICMARC Money Purchase Plan Tigard Police Officers State of Oregon Public Employees Retirement System (OPERS) Oregon Public Employees Retirement Systems (OPERS) Plan Description The City is a participating employer in the Oregon Public Employees Retirement System (OPERS), a cost sharing multiple- employer public employee retirement system, established under Oregon Revised Statutes, Section 238.600, which acts as a common investment and administrative agent for public employers in the State of Oregon. Substantially all full -time police employees are participants in PERS. The plan provides retirement, death and disability benefits to participants or their beneficiaries. Benefits are established by State Statute, and employer contributions are made at an actuarially determined rate as adopted by the OPERS Retirement Board. OPERS, a component unit of the State of Oregon, issues a comprehensive annual financial report, which may be obtained by writing to Oregon Public Employees Retirement System, P.O. Box 23700, Tigard, Oregon 97281 -3700. Funding Policy The City's annual required contribution rate, as of the most recent actuarial valuation of July 1, 2007, is 10.66 percent of covered payroll for Tier I & II employees and 6.03 percent of covered payroll for Oregon Public Service Retirement Plan (OPSRP) employees. At June 30, 2009 the City had 30 employees in OPSRP. 49 City of Tigard, Oregon Notes to Basic Financial Statements 8. Retirement Plans, Continued: The City is required by State Statute to contribute its current employer rate of 10.66 percent and 6.03 percent of covered wages, and has contractually committed to pay the employee contributions of 6 percent. Annual Pension Cost Because all OPERS participating employers are required by law to submit the contributions as adopted by the OPERS Retirement Board, there is no net pension obligation to report and the annual contributions are equal to the annual pension cost. For the fiscal years ended June 30, 2009, 2008 and 2007, the City's annual pension cost was $604,135, $625,233, and $741,277, respectively. ICMARC Plans The City contributes to defined contribution, single employer retirement plans at a specified percent of gross salary depending on the employment group, for all employees who are not covered under the Police Pension Plan. Employees do not make contributions to these plans. The City is required to make contributions to these plans under authority of City Council resolution and the plan documents. Employees become eligible to participate in the plans after six months of service and vest immediately. Employees may withdraw funds upon retirement or termination of employment. Contributions to the plans are made to a fiduciary. Since the plans are administered by the City, the assets, equity and operations of the plans are accounted for in the General Employees Pension Plan Fund, a pension trust fund. The plans invest in various money market and equity mutual funds. Required and actual contributions to the plan were $1,393,091 for the year ended June 30, 2009. Contributions are calculated as a percentage of gross payroll. The contributions range from 10 to 11 percent for all eligible employees participating in the plans. Deferred Compensation Plans The City offers certain employees deferred compensation plans created in accordance with Internal Revenue Code Section 457. The plans permit employees to defer a portion of their salary until future years. Contributions for the plans are made to fiduciaries who hold the funds in trust for the plans' participants. The deferred compensation plans are not considered City funds and are excluded from the City's financial statements. 50 City of Tigard, Oregon Notes to Basic Financial Statements 9. Transactions with Clean Water Services of Washington County: The City collects charges for treatment of City sewage on behalf of the Clean Water Services of Washington County and remits all collections to Clean Water Services, except for 17.53 percent of sewer service charges collected and 20 percent of connection charges collected, in accordance with an agreement between the City and Clean Water Services. Payments of $7,640,117 were made to Clean Water Services during fiscal year 2009 under this agreement. The net amount retained by the City is reported as revenue in the enterprise funds in the proprietary funds statement of revenues, expenses and changes in fund net assets. Revenues are reported net because the City acts in a fiduciary capacity on behalf of Clean Water Services. 10. Constitutional Property Tax Limitations: In November 1990, the Oregon voters approved a State constitutional limit on property taxes for schools and nonschool government operations. Under the provisions of the limitation, tax revenues are separated into those for the public school system and those for local government operations other than the public school system. The limitation specifies $10 is the maximum allowable tax for each $1,000 of property real market value imposed by local governments other than the public school system. The limitation applies to all state and local taxes and charges on property except for the following: 1. Incurred charges for goods or services received at the owner's option; 2. Assessments for capital construction that provide a special benefit to the property and that can be paid off over at least ten years; 3. Taxes to repay bonded debt authorized by the state constitution; 4. Taxes to repay existing bonded debt for capital construction, and 5. Taxes to repay new bonded debt for capital construction if approved by voters. During May 1997, Oregon voters approved Measure 50 which limits taxes on each property by reducing the 1997 - 98 assessed value of each property to 90 percent of its 1995 -96 value. Measure 50 also limits future growth of the taxable value of each property to 3 percent per year with certain exceptions. Measure 50 also establishes permanent tax rates for Oregon's local taxing districts, which replace the former tax base amounts of the districts. Tigard's taxing authority is limited to its permanent rate of $2.51 per thousand dollars of assessed value. 51 City of Tigard, Oregon Notes to Basic Financial Statements 10. Constitutional Property Tax Limitations, Continued: At the beginning of each fiscal year, the Washington County Assessor determines assessed values of properties in the City. Washington County is responsible for the levying and collecting the property taxes as well as distributing the tax revenue to all taxing jurisdictions in the County. 11. Risk Management: The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees and others; and natural disasters. The City purchases commercial insurance to deal with substantially all these risks with nominal deductibles. Settled claims resulting from these risks have not exceeded commercial insurance coverage in any of the past three fiscal years. 52 11 • ' J 4, TIGARD 53 Required Supplementary Information 54 C P 1 IQ ' 11F; je Y - --''' -‘ - __.._ ' ,.),-- , , .. . T ,,, , ,r.„ CITY OF TIGARD, OREGON GENERAL FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Taxes $ 11,626,766 $ 11,626,766 $ 11,476,355 $ (150,411) Franchise fees 4,286,183 4,286,183 3,887,078 (399,105) Licenses and permits 618,150' 618,150' 647,461 29,311 Intergovernmental revenues 5,191,972 5,519,158 5,568,542 49,384 Charges for services 1,099,040 1,099,040 534,163 (564,877) Fines and forfeitures 938,030 938,030 804,128 (133,902) Interest earnings 268,435 268,435 323,492 55,057 Miscellaneous 57,715 57,715 46,021 (11,694) Total revenues 24,086,291 24,413,477 23,287,240 (1,126,237) EXPENDITURES: Community services 15,774,124 16,102,310 15,584,782 517,528 Public works 3,749,717 3,749,717 2,903,333 846,384 Development services 4,291,631 4,376,546 3,869,713 506,833 Policy and administration 645,599 911,025 782,354 128,671 Contingency 1,000,000 538,818 - 538,818 Capital projects 910,845 910,845 44,083 866,762 Total expenditures 26,371,916 26,589,261 23,184,265 3,404,996 Change in fund balance before other financing sources (uses) (2,285,625) (2,175,784) 102,975 2,278,759 Other financing sources (uses): Operating transfer in 2,083,788 2,083,788 1,706,781 (377,007) Indirect charges (4,979,639) (4,979,639) (4,012,040) 967,599 Loans to CCDA (380,000) (380,000) (323,616) 56,384 Operating transfer out (975,000) (1,084,841) (509,841) 575,000 Total other financing sources (uses) (4,250,851) (4,360,692) (3,138,716) 1,221,976 Change in fund balance (6,536,476) (6,536,476) (3,035,741) 3,500,735 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 10,308,127 10,308,127 10,794,057 485,930 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 3,771,651 $ 3,771,651 $ 7,758,316 $ 3,986,665 56 CITY OF TIGARD, OREGON GAS TAX FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Federal & State grants $ 526,296 $ 526,296 $ - $ (526,296) State gas tax 2,213,500 2,213,500 1,807,631 (405,869) County gas tax - - 184,369 184,369 Street lighting fees 13,000 13,000 2,186 (10,814) Interest earnings 36,000 36,000 126,837 90,837 Other 1,130,000 1,130,000 110,014 (1,019,986) Miscellaneous 10,000 10,000 1,154 (8,846) Total revenues 3,928,796 3,928,796 2,232,191 (1,696,605) EXPENDITURES: Development services 532,265 572,265 595,764 (23,499) Contingency 640,000 600,000 - 600,000 Capital projects 3,357,296 3,357,296 884,032 2,473,264 Total expenditures 4,529,561 4,529,561 1,479,797 3,049,764 Change in fund balance before other financing sources (uses) (600,765) (600,765) 752,394 1,353,159 Other financing sources (uses): Operating transfer in 155,500 155,500 - (155,500) Indirect charges (180,445) (180,445) (144,441) 36,004 Operating transfer out (1,235,685) (1,235,685) (905,662) 330,023 Total other financing sources (uses) (1,260,630) (1,260,630) (1,050,103) 210,527 Change in fund balance (1,861,395) (1,861,395) (297,708) 1,563,687 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 1,884,139 1,884,139 2,805,685 921,546 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 22,744 $ 22,744 $2,507,977 $ 2,485,233 57 CITY OF TIGARD, OREGON NOTES TO REQUIRED SUPPLEMENTAL INFORMATION BUDGET TO GAAP RECONCILIATION For the fiscal year ended June 30, 2009 Sections of Oregon Revised Statutes (Oregon Budget Law) require most transactions the budgeted on the modified accrual basis of accounting. However, there are certain transactions where statutory budget requirements conflict with generally accepted accounting principles (GAAP). The following disucusses the differences between the budget basiss and GAAP basis of accounting for the General Fund and the Gas Tax Fund: General Gas Tax Fund Fund Net change in fund balance - budget basis Budgeted resources not qualifying as revenues or other financing sources under GAAP: Indirect and other cost reimbursements received are reported as revenues or other financing sources on a budget basis. Such receipts are reclassified as a reduction of expenditures on a GAAP basis. $ (4,012,040) $ (144,440) Budgeted expenditures not qualifying as expenditures or other financing sources under GAAP: Indirect and other costs reimbursed are reported as expenditures on a budget basis. Such disbursements are reclassified as a reduction of revenues and other financing sources on a GAAP basis. 4,012,040 144,440 Net change in fund balance - GAAP basis 58 1111 11 � . : r� TIGARD 59 Other Supplementary Information 60 I i '. IG (,, CITY OF TIGARD, OREGON COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS June 30, 2009 Special Capital Debt Revenue Projects Service Funds Funds Funds Total ASSETS: Cash and investments $ 9,814,042 $ 109,935 $ 253,498 $ 10,177,475 Accounts receivable 248,111 - - 248,111 Assessment liens receivable 41,121 - - 41,121 Taxes receivable 20,191 - 37,103 57,294 Total assets $ 10,123,465 $ 109,935 $ 290,601 $ 10,524,001 LIABILITIES: Accounts payable $ 276,989 $ 3,899 $ - $ 280,888 Customer deposits 1,215,594 - - 1,215,594 Deferred revenues - Property taxes - - 31,832 31,832 Deferred revenues - Assessment liens 41,121 - - 41,121 Total liabilities 1,533,704 3,899 31,832 1,569,435 FUND BALANCES - Unreserved 8,589,761 106,036 258,769 8,954,566 Total liabilities and fund balances $ 10,123,465 $ 109,935 $ 290,601 $ 10,524,001 62 CITY OF TIGARD, OREGON COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For the fiscal year ended June 30, 2009 Special Capital Debt Revenue Projects Service Funds Funds Funds Total REVENUES: Property taxes $ - $ - $ 929,525 $ 929,525 Licenses and permits 634,977 - - 634,977 Intergovernmental revenues - - - - Charges for services 2,000,241 - - 2,000,241 Interest earnings 331,722 10,067 7,352 349,141 Miscellaneous revenues 118,592 - - 118,592 Total revenues 3,085,532 10,067 936,877 4,032,477 EXPENDITURES: Development services 1,328,842 - - 1,328,842 General government 796,995 - - 796,995 Debt service - - 974,913 974,913 Capital outlay 2,235,001 640,824 - 2,875,825 Total expenditures 4,360,838 640,824 974,913 5,976,575 Changes in fund balance before other financing sources (uses; (1,275,305) (630,757) (38,036) (1,944,098) Other financing sources (uses): Operating transfer in 911,931 723,616 - 1,635,547 Indirect charges (549,044) - - (549,044) Operating transfer out (173,543) (444,605) - (618,148) Total other financing sources (uses) 189,344 279,011 - 468,355 Changes in fund balance (1,085,961) (351,746) (38,036) (1,475,743) FUND BALANCE - beginning of year 9,675,723 457,782 296,805 10,430,310 FUND BALANCE - end of year $ 8,589,761 $ 106,036 $ 258,769 $ 8,954,567 63 Special Revenue Funds The balance sheet and statement of revenues, expenditures, and changes in fund balance of the nonmajor special revenue funds are reported in the combining governmental fund statements. Fund statements for the major special revenue funds are reported in the basic financial statements. Schedules of revenues, expenditures, and changes in fund balance — budget and actual are also presented here for each individual special revenue fund. Nonmajor Special Revenue Funds: Electrical Inspection Fund - This fund accounts for fees charged for permits, plan check fees and inspection of electrical improvements. Underground Utility Fund - This fund accounts for monies received from developers for future underground utility improvements. Criminal Forfeiture Fund - This fund accounts for funds and property seized from criminals in connection with crimes committed prior to passage of Ballot Measure 3 Insurance Fund — Records refunds of prior years workers' compensation premiums and other insurance related revenues. Building Fund - This fund accounts for fees charged for building inspection and plan review activities. Traffic Impact Fee Urban Services Fund - This fund accounts for traffic impact fees collected on roads within the City's urban services area. Funds will be used for highway and transit capital improvements approved in the City's Capital Improvement Plan (CIP). This fund was closed this year as the services were transferred back to Washington County. Urban Services Fund - This fund accounts for all revenues and expenditures related to services provided to the urban service areas of Washington County. The City of Tigard provides services to this area pursuant to an intergovernmental agreement with Washington County. This fund was closed this year as the services were transferred back to Washington County. Street Maintenance Fee Fund — This fund was established in FY 2003 -04 to track the revenues and expenditures for the Street Maintenance Fee. This fee provides revenue designated for use in the maintenance of existing streets. Parks SDC Fund — This fund was established in FY 2005 -06 to track the revenues associated with the collection of Parks System Development Charges. These funds are used to fund the acquisition, development, and expansion of additional recreation spaces and facilities that are included in the City's Park Master Plan. Parks SDC Fund — This fund was established in FY 2005 -06 to track the revenues associated with the collection of Parks System Development Charges. These funds are used to fund the acquisition, development, and expansion of additional recreation spaces and facilities that are included in the City's Park Master Plan. 64 Special Revenue Funds (continued) City Gas Tax Fund — This fund was established in FY 2007 -08 to track the revenues and expenditures for the City's gas tax fee. This fee provides revenue designated for use in the construction and maintenance of streets. Library Fund — This fund was established in FY 2008 -09 to track the revenues and expenditures that are restricted for library facilities and services. Tree Replacement Fund — This fund was established in FY 2008 -09 to track the revenues and expenditures that are restricted for funds received from property developers and are restricted for planting trees in the City. 65 CITY OF TIGARD, OREGON NONMAJOR SPECIAL REVENUE FUNDS COMBINING BALANCE SHEET June 30,2009 Traffic Street Traffic Electrical Underground Criminal Impact Fee Urban Maintenance City ' Tree Impact Fee Inspection Utility Forfeiture Insurance Building Urban Services Services Fee Parks SDC Gas Tax Library Replacement Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Total ASSETS: Cash and investments $ 2,061,384 $ 66,358 $ 589,110 $ 131,404 $ 877,495 $ 54,780 $ - $ - $ 155,729 $ 2,868,227 $ 1,052,978 $ 465,912 $ 1,490,665 $ 9,814,042 Accounts receivable - - - - 895 4,851 - - 131,140 - 111,225 - - 248,111 Assessment liens receivable 41,121 41,121 Prepaid expense - - - - - 20,191 - - - - - - - 20,191 Total assets $ 2,102,505 $ 66,358 $ 589,110 $ 131,404 $ 878,390 $ 79,822 $ - $ - $ 286,869 $ 2,868,227 $ 1,164,203 $ 465,912 $ 1,490,665 $ 10,123,465 LIABILITIES AND FUND BALANCES: LIABILITIES: Accounts payable $ 428 $ - $ - $ 74,601 $ - $ 61,762 $ - $ - $ 2,945 $ 49,568 $ 87,685 $ - $ - $ 276,989 Customer deposits - 679 - - - 18,031 - - - - - - 1,196,884 1,215,594 Deferred revenues 41,121 41,121 - - - - - - - - - - - - Total liabilities 41,549 679 - 74,601 - 79,793 - - 2,945 49,568 87,685 - 1,196,884 1,533,704 FUND BALANCE UNRESERVE 2,060,956 65,679 589,110 56,803 878,390 29 - - 283,924 2,818,659 1,076,518 465,912 293,781 8,589,761 Total liabilities and fund balances $ 2,102,505 $ 66,358 $ 589,110 $ 131,404 $ 878,390 $ 79,822 $ - $ - $ 286,869 $ 2,868,227 $ 1,164,203 $ 465,912 $ 1,490,665 $ 10,123,465 66 CITY OF TIGARD, OREGON NONMAJOR SPECIAL REVENUE FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the fiscal year ended June 30, 2009 Traffic Street Traffic Electrical Underground Criminal Impact Fee Urban Maintenance City Tree Impact Fee Inspection Utility Forfeiture Insurance Building Urban Services Services Fee Parks SDC Gas Tax Library Replacement Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Total REVENUES: Licenses and permits $ - $121,513 $ - $ - $ - $ 513,464 $ - $ - $ - $ - - $ - $ - $ 634,977 Charges for services 168,517 - 43,416 - - 4,048 - 14,177 875,578 199,112 695,392 - - 2,000,241 Interest earnings 82,440 4,352 18,931 1,826 27,552 19,105 22,262 3,166 - 108,418 28,212 15,457 - 331,722 Miscellaneous revenues 500 - - 3,068 93,524 15,650 - - - - - 5,850 - 118,592 Total revenues 251,457 125,866 62,348 4,894 121,077 552,267 22,262 17,343 875,578 307,530 723,604 21,307 - 3,085,532 EXPENDITURES: Development services - - - - - 1,328,842 - - - - - - - 1,328,842 General govemment - - - - - - 697,765 99,230 - - - - - 796,995 Capital projects 611,167 - - - - - - - 762,254 575,807 285,772 - - 2,235,001 Total expenditures 611,167 - - - - 1,328,842 697,765 99,230 762,254 575,807 285,772 - - 4,360,838 Changes in fund balance before other financing sources (uses) (359,711) 125,866 62,348 4,894 121,077 (776,575) (675,503) (81,887) 113,324 (268,277) 437,832 21,307 - (1,275,305) Other financing sources (uses): Operating transfer in - - - - - 173,545 - - - - - 444,605 293,781 911,931 Indirect charges (73,371) (445,225) (30,448) - - (549,044) Operating transfer out - (173,543) - - - - - - - - - - - (173,543) Total other financing sources (uses) (73,371) (173,543) - - - (271,680) - - (30,448) - - 444,605 293,781 189,344 Changes in fund balance (433,082) (47,678) 62,348 4,894 121,077 (1,048,255) (675,503) (81,887) 82,876 (268,277) 437,832 465,912 293,781 (1,085,961) FUND BALANCE - beginning of year 2,494,037 113,357 526,762 51,909 757,313 1,048,284 675,503 81,887 201,048 3,086,936 638,686 - - 9,675,723 FUND BALANCE - end of year $2,060,955 $ 65,679 $ 589,110 $ 56,803 $878,390 $ 29 $ - $ - $ 283,924 $ 2,818,659 $ 1,076,518 $ 465,912 $ 293,781 $ 8,589,761 67 CITY OF TIGARD, OREGON TRAFFIC IMPACT FEE FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) System development charges $ 620,000 $ 620,000 $ 168,518 $ (451,482) Interest earnings 125,000 125,000 82,440 (42,560) Miscellaneous - 500 500 Total revenues 745,000 745,000 251,457 (493,543) EXPENDITURES: Capital outlay 2,365,000 2,365,000 611,167 1,753,833 Total expenditures 2,365,000 2,365,000 611,167 1,753,833 Change in fund balance before other financing sources (uses) (1,620,000) (1,620,000) (359,710) 1,260,290 Other financing sources (uses): Indirect charges (96,309) (96,309) (73,371) 22,938 Total other financing sources (uses) (96,309) (96,309) (73,371) 22,938 Change in fund balance (1,716,309) (1,716,309) (433,081) 1,283,228 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 1,955,970 1,955,970 2,494,037 538,067 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 239,661 $ 239,661 $ 2,060,956 $ 1,821,295 68 CITY OF TIGARD, OREGON ELECTRICAL INSPECTION FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Electrical permit fees $ 201,055 $ 201,055 $ 118,954 $ (82,101) Electrical plan check fees 6,218 6,218 2,560 (3,658) Interest earnings 3,750 3,750 4,352 602 Total revenues 211,023 211,023 125,866 (85,157) EXPENDITURES: Contingency 26,900 26,900 - 26,900 Change in fund balance before other financing sources (uses) 184,123 184,123 125,866 (58,257) Other financing sources (uses): Operating transfer out (179,526) (179,526) (173,543) 5,983 Change in fund balance 4,597 4,597 (47,678) (52,275) UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 88,187 88,187 113,357 25,170 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 92,784 $ 92,784 $ 65,679 $ (27,105) 69 CITY OF TIGARD, OREGON UNDERGROUND UTILITY FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Charges for services $ 70,000 $ 70,000 $ 43,416 $ (26,584) Interest earnings 14,580 14,580 18,931 4,351 Total revenues - change in fund balance 84,580 84,580 62,348 (22,232) EXPENDITURES: Capital outlay 300,000 300,000 - 300,000 Contingency 45,000 45,000 - 45,000 Total expenditures 345,000 345,000 - 345,000 Change in fund balance (260,420) (260,420) 62,348 322,768 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 488,848 488,848 526,762 37,914 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 228,428 $ 228,428 $ 589,110 $ 360,682 70 CITY OF TIGARD, OREGON CRIMINAL FORFEITURE FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Interest earnings $ 1,517 $ 1,517 $ 1,826 $ 309 Miscellaneous 5,000 5,000 3,068 (1,932) Total revenues 6,517 6,517 4,894 (1,623) Change in fund balance before other financing sources (uses) 6,517 6,517 4,894 (1,623) Other financing (uses): Operating transfer out (10,000) (10,000) - 10,000 Change in fund balance (3,483) (3,483) 4,894 8,377 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 8,435 8,435 51,909 43,474 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 4,952 $ 4,952 $ 56,803 $ 51,851 71 CITY OF TIGARD, OREGON INSURANCE FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Interest earnings $ 23,350 $ 23,350 $ 27,552 $ 4,202 Miscellaneous 30,000 30,000 93,524 63,524 Total revenues - change in fund balance 53,350 53,350 121,077 67,727 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 749,997 749,997 757,313 7,316 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 803,347 $ 803,347 $ 878,390 $ 75,043 72 CITY OF TIGARD, OREGON BUILDING FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Licenses and permits $ 1,432,584 $ 1,432,584 $ 513,464 $ (919,120) Charges for services 8,485' 8,485 4,048 (4,437) Interest earnings 40,000 40,000 19,105 (20,895) Miscellaneous 2,900 2,900 15,650 12,750 Total revenues 1,483,969 1,483,969 552,267 (931,702) EXPENDITURES: Development services 1,984,027 1,984,027 1,328,842 655,185 Contingency 390,000 390,000 - 390,000 Total expenditures 2,374,027 2,374,027 1,328,842 1,045,185 Change in fund balance before other financing sources (uses) (890,058) (890,058) (776,575) 113,483 Other financing sources (uses): Operating transfer in 173,542 173,542 173,545 3 Indirect charges (636,907) (636,907) (445,225) 191,682 Total other financing sources (uses) (463,365) (463,365) (271,680) 191,685 Change in fund balance (1,353,423) (1,353,423) (1,048,255) 305,168 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 1,499,751 1,499,751 1,048,284 (451,467) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 146,329 $ 146,329 $ 29 $ (146,299) 73 CITY OF TIGARD, OREGON TRAFFIC IMPACT FEE URBAN SERVICES FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Interest earnings $ 82,595 $ 82,595 22,262 $ (60,333) EXPENDITURES: General Government 750,000 750,000 697,765 52,235 Change in fund balance (667,405) (667,405) (675,503) (8,098) UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 667,405 667,405 675,503 8,098 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ - $ - $ - $ - 74 CITY OF TIGARD, OREGON URBAN SERVICES FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Charges for services $ - $ - $ 14,177 $ 14,177 Interest earnings 16,000 16,000 3,166 (12,834) Total revenues 16,000 16,000 17,343 1,343 EXPENDITURES: General Government 94,870 101,870 99,230 2,640 Change in fund balance (78,870) (85,870) (81,887) 3,983 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 78,870 85,870 81,887 (3,983) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ - $ - $ - $ - 75 CITY OF TIGARD, OREGON STREET MAINTENANCE FEE FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Fees and charges $ 798,000 $ 798,000 $ 875,578 $ 77,578 EXPENDITURES: Contingency 127,000 127,000 - 127,000 Capital projects 810,511 810,511 762,254 48,257 Total expenditures 937,511 937,511 762,254 175,257 Change in fund balance before other financing sources (uses) (139,511) (139,511) 113,324 252,835 Other financing sources (uses): Indirect charges (39,799) (39,799) (30,448) 9,351 Change in fund balance (179,310) (179,310) 82,876 262,186 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 179,394 179,394 201,048 21,654 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 84 $ 84 $ 283,924 $ 283,840 76 CITY OF TIGARD, OREGON PARKS SDC FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) System development charges $ 800,000 $ 800,000 $ 199,112 $ (600,888) Interest earnings 57,586 57,586 108,418 50,832 Total revenues 857,586 857,586 307,530 (550,056) EXPENDITURES: Capital projects 1,704,885 1,704,885 575,807 1,129,078 Change in fund balance (847,299) (847,299) (268,277) 579,022 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 1,802,715 1,802,715 3,086,936 1,284,221 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 955,416 $ 955,416 $ 2,818,659 $ 1,863,243 77 CITY OF TIGARD, OREGON CITY GAS TAX FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) State Gas Tax $ 710,000 $ 710,000 $ 695,392 $ (14,608) Interest earnings 58,750 58,750 28,212 (30,538) Total revenues 768,750 768,750 723,604 (45,146) EXPENDITURES: Capital projects 1,150,000 1,150,000 285,772 864,228 Total expenditures 1,150,000 1,150,000 285,772 864,228 Change in fund balance (381,250) (381,250) 437,832 819,082 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 381,250 381,250 638,686 257,436 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ - $ - $ 1,076,518 $ 1,076,518 78 CITY OF TIGARD, OREGON LIBRARY FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Interest earnings $ - $ - $ 15,457 $ 15,457 Miscellaneous - - 5,850 5,850 Total revenues - - 21,307 21,307 Other financing sources (uses): Operating transfer in 448,500 448,500 444,605 (3,895) Change in fund balance 448,500 448,500 465,912 17,412 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR - - - - UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 448,500 $ 448,500 $ 465,912 $ 17,412 79 CITY OF TIGARD, OREGON TREE REPLACEMENT FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over Original Final Amounts (Under) EXPENDITURES: Capital projects $ 45,000 $ 45,000 $ - $ 45,000 Other financing sources (uses): Operating transfer in 575,000 575,000 293,781 (281,219) Change in fund balance 530,000 530,000 293,781 (236,219) UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR - - - - UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 530,000 $ 530,000 $ 293,781 $ (236,219) 80 I _. - ; , . '. t I G ,, Debt Service Funds The balance sheet and statement of revenues, expenditures, and changes in fund balance of the nonmajor debt service fund is reported in the combining nonmajor governmental fund statements. Fund statements for the major debt service fund are reported in the basic financial statements. Schedules of revenues, expenditures, and changes in fund balance - budget and actual are also presented here for each debt service fund. Major Debt Service Funds: Bancroft Debt Service Fund - This fund accounts for payment of Bancroft improvement bond principal and interest. The source of revenue is the collection of assessments against benefited property, interest and contributions from other funds for their share of costs. Nonmajor Debt Service Fund: General Obligation Debt Service Fund - This fund accounts for payment of general obligation bond principal and interest. The source of revenue is from property taxes and interest earnings. Urban Renewal Agency Debt Service Fund - This fund accounts for payment of the Tigard Urban Renewal Agency bond principal and interest. The source of revenue is from property taxes and interest earnings. 82 11 1 • TIGARD 83 CITY OF TIGARD, OREGON NONMAJOR DEBT SERVICE FUNDS COMBINING BALANCE SHEET June 30, 2009 General Urban Renewal Obligation Agency Debt Debt Service Fund Service Fund Total ASSETS: Cash and investments $ 96,889 $ 156,609 $ 253,498 Property taxes receivable 33,408 3,695 37,103 Total assets $ 130,297 $ 160,304 $ 290,601 LIABILITIES AND FUND BALANCES: LIABILITIES: Deferred revenues: Property taxes $ 29,107 $ 2,725 $ 31,832 FUND BALANCES - DESIGNATED FOR DEBT SERVICE 101,190 157,579 258,769 Total liabilities and fund balances $ 130,297 $ 160,304 $ 290,601 84 CITY OF TIGARD, OREGON NONMAJOR DEBT SERVICE FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES June 30, 2009 General Urban Renewal Obligation Agency Debt Debt Service Fund Service Fund Total REVENUES: Taxes $ 814,506 $ 115,019 $ 929,525 Interest earnings 4,454 2,898 7,352 Total revenues 818,960 117,917 936,877 EXPENDITURES: Debt service 974,913 - 974,913 Change in fund balance (155,953) 117,917 (38,036) DESIGNATED - FUND BALANCE, BEGINNING OF YEAR 257,143 39,662 296,805 DESIGNATED FUND BALANCE, END OF YEAR $ 101,190 $ 157,579 $ 258,769 85 CITY OF TIGARD, OREGON BANCROFT BOND DEBT SERVICE FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Collection of bonded assessments $ 123,618 $ 123,618 $ 87,208 $ (36,410) Interest earnings 95,689 95,689 86,813 (8,876) Total revenues 219,307 219,307 174,022 (45,285) EXPENDITURES: Contingency 29,000 29,000 - 29,000 Debt service 193,378 193,378 72,291 121,087 Total expenditures 222,378 222,378 72,291 150,087 Change in fund balance (3,071) (3,071) 101,731 104,802 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 675,211 675,211 1,012,969 337,758 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 672,140 $ 672,140 $ 1,114,700 $ 442,560 86 CITY OF TIGARD, OREGON GENERAL OBLIGATION DEBT SERVICE FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Taxes $ 989,563 $ 989,563 $ 814,506 $ (175,057) Interest earnings 6,250 6,250 4,454 (1,796) Total revenues 995,813 995,813 818,960 (176,853) EXPENDITURES: Contingency 146,000 146,000 - 146,000 Debt service 974,913 974,913 974,913 (0) Total expenditures 1,120,913 1,120,913 974,913 146,000 Change in fund balance (125,100) (125,100) (155,953) (30,853) UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 317,889 317,889 257,143 (60,746) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 192,789 $ 192,789 $ 101,190 $ (91,599) 87 CITY OF TIGARD, OREGON URBAN RENEWAL AGENCY DEBT SERVICE FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Property taxes $ 41,000 $ 41,000 $ 115,019 $ 74,019 Interest earnings 3,000 3,000 2,898 (102) Total revenues 44,000 44,000 117,917 73,917 EXPENDITURES: Debt service 80,000 80,000 - 80,000 Change in fund balance (36,000) (36,000) 117,917 153,917 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 40,750 40,750 39,662 (1,088) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 4,750 $ 4,750 $ 157,579 $ 152,829 88 § I• \« _' - � + »� � y . � \ Capital Projects Funds Combining statements for all individual nonmajor capital projects funds are reported here. The combined totals are reported in the combining nonmajor governmental fund statements. Fund statements for the major capital projects fund are reported in the basic financial statements. Schedules of revenues, expenditures, and changes in fund balance — budget and actual are also presented here for each capital projects fund. Major Capital Projects Fund: Parks Capital Fund - This fund accounts for system development charges for major improvements to recreational facilities within the City Non -major Capital Projects Funds: Facility Fund - This fund accounts for monies set aside for future major City facility improvements. Urban Renewal Agency Capital Projects Fund - This fund was established in FY 2007 - 08 for the creation of a new urban renewal agency improve downtown Tigard. Although expenditures were budgeted in this fund for FY 2007 - 08, there were no actual expenditures from the fund for this fiscal year. 90 CITY OF TIGARD, OREGON CAPITAL PROJECTS FUNDS COMBINING BALANCE SHEET June 30, 2009 Urban Renewal Agency Facility Capital Fund Projects Fund Total ASSETS: Cash and investments $ 78,991 $ 30,944 $ 109,935 Total assets $ 78,991 $ 30,944 $ 109,935 LIABILITIES AND FUND BALANCES: LIABILITIES: Accounts payable and accrued liabilities $ 922 $ 2,977 $ 3,899 Total liabilities 922 2,977 3,900 FUND BALANCES - UNRESERVED 78,069 27,967 106,036 Total liabilities and fund balances $ 78,991 $ 30,944 $ 109,935 91 CITY OF TIGARD, OREGON CAPITAL PROJECTS FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the fiscal year ended June 30, 2009 Urban Renewal Agency Facility Capital Fund Projects Fund Total REVENUES: Interest earnings $ 10,067 $ - $ 10,067 EXPENDITURES: Capital projects 345,175 295,649 640,824 Change in fund balance before other financing sources (335,108) (295,649) (630,757) Other financing sources (uses): Transfers in 400,000 323,616 723,616 Transfers out (444,605) - (444,605) Total other financing sources (uses) (44,605) 323,616 279,011 Change in fund balance (379,713) 27,967 (351,746) UNDESIGNATED, UNRESERVED FUND BALANCE, BEGINNING OF YEAR 457,782 - 457,782 UNDESIGNATED, UNRESERVED FUND BALANCE, END OF YEAR $ 78,069 $ 27,967 $ 106,036 92 CITY OF TIGARD, OREGON PARKS CAPITAL FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Intergovernmental revenues $ 410,020 $ 410,020 $ - $ (410,020) Interest earnings 20,000 20,000 44,099 24,099 Other income 843,518 843,518 237,611 (605,907) Total revenues 1,273,538 1,273,538 281,710 (991,828) EXPENDITURES: Capital projects 1,493,956 1,493,956 136,841 1,357,115 Debt service 278,053 278,053 278,053 - Total expenditures 1,772,009 1,772,009 414,894 1,357,115 Change in fund balance (498,471) (498,471) (133,184) 365,287 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 1,057,535 1,057,535 225,178 (832,357) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 559,064 $ 559,064 $ 91,994 $ (467,070) 93 CITY OF TIGARD, OREGON FACILITY FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Interest earnings $ 9,000 $ 9,000 $ 10,067 $ 1,067 EXPENDITURES: Contingency 50,000 50,000 - 50,000 Capital projects 569,321 569,321 345,175 224,146 Total expenditures 619,321 619,321 345,175 274,146 Change in fund balance before other financing sources (uses) (610,321) (610,321) (335,108) 275,213 Other financing sources (uses): Operating transfer in 400,000 400,000 400,000 - Operating transfer out (448,500) (448,500) (444,605) 3,895 Total other financing sources (uses) (48,500) (48,500) (44,605) 3,895 Change in fund balance (658,821) (658,821) (379,713) 279,108 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 667,424 667,424 457,782 (209,642) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 8,603 $ 8,603 $ 78,069 $ 69,466 94 CITY OF TIGARD, OREGON URBAN RENEWAL AGENCY CAPITAL PROJECT FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Intergovernmental revenues $380,000 $ 380,000 $ - $ (380,000) EXPENDITURES: Capital projects 379,269 379,269 295,649 83,620 Change in fund balance before other financing sources (uses) 731 731 (295,649) (296,380) Other financing sources (uses): Operating transfer in - - 323,616 323,616 Change in fund balance 731 731 27,967 27,236 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR - - - - UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 731 $ 731 $ 27,967 $ 27,236 95 Enterprise Funds For GAAP reporting purposes, the City reports three proprietary funds as major funds. These funds are the Sanitary Sewer Fund, the Storm Sewer Fund which consists of the Storm Sewer Fund and the Water Quality /Quantity Fund, and the Water Fund which includes the Water Fund, Water SDC Fund and Water CIP Fund, however, for budgetary and legal purposes these funds are accounted for separately as listed below. All of the City's enterprise funds meet the criteria for major fund reporting and are reported in the basic financial statements. Schedules or revenues and changes in fund net assets - budget and actual are presented here for each individual enterprise fund as required by Oregon regulations. Major Enterprise Funds: Sanitary Sewer Fund - This fund accounts for the City's sewer utility operations. Storm Sewer Fund - This fund accounts for the City's storm drainage operations. Storm Sewer Fund (budgetary basis financial statements only) Water Quality /Quantity Fund (budgetary basis financial statements only) Water Fund - This fund accounts for the City's water operations. Water Fund (budgetary basis financial statements only) Water SDC Fund (budgetary basis financial statements only) Water CIP Fund (budgetary basis financial statements only) 96 11 TIGARD 97 CITY OF TIGARD, OREGON SANITARY SEWER FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Service charge $ 1,608,635 $ 1,608,635 $ 1,412,432 $ (196,203) Interest earnings 219,178 219,178 314,924 95,746 Total revenues 1,827,813 1,827,813 1,727,356 (100,457) EXPENDITURES: Public works 763,969 763,969 562,587 201,382 Contingency 370,000 370,000 - 370,000 Capital projects 1,565,000 1,565,000 410,513 1,154,487 Total expenditures 2,698,969 2,698,969 973,100 1,725,869 Change in fund balance before other financing sources (uses) (871,156) (871,156) 754,256 1,625,412 Other financing sources (uses): Indirect charges (304,563) (304,563) (271,214) 33,349 Total other financing sources (uses) (304,563) (304,563) (271,214) 33,349 Change in fund balance (1,175,719) (1,175,719) 483,042 1,658,761 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 9,241,212 9,241,212 9,102,210 (139,002) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 8,065,492 $ 8,065,492 $ 9,585,252 $ 1,519,759 98 CITY OF TIGARD, OREGON SANITARY SEWER FUND RECONCILIATION OF BUDGETARY REVENUES AND EXPENDITURES TO PROPRIETARY REVENUES AND EXPENSES For the fiscal year ended June 30, 2009 Operating and Non - Operating Expenditures Revenues / Expenses Budgetary basis $ 1,727,356 $ 973,100 Change in accrued compensated absences - ( 26,805) Expenditures capitalized - ( 288,679)' Services performed by other funds - 271,214 Depreciation expense - 668,583 Operating and non - operating revenue and expenses - page 26 $ 1,727,356 $ 1,597,413 99 CITY OF TIGARD, OREGON STORM SEWER FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Service charges $ 1,589,700 $ 1,589,700 $ 1,478,352 $ (111,348) Interest earnings 15,500 15,500 24,159 8,659 Miscellaneous - - 10,052 10,052 Total revenues 1,605,200 1,605,200 1,512,563 (92,637) EXPENDITURES: Public works 1,188,639 1,188,639 976,770 211,869 Contingency 300,000 300,000 - 300,000 Capital projects 685,000 685,000 342,986 342,014 Total expenditures 2,173,639 2,173,639 1,319,756 853,883 Change in fund balance before other financing sources (uses) (568,439) (568,439) 192,807 761,246 Other financing sources (uses): Indirect charges (417,344) (417,344) (380,335) 37,009 Change in fund balance (985,783) (985,783) (187,528) 798,255 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 1,669,368 1,669,368 940,804 (728,564) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 683,586 $ 683,585 $ 753,276 $ 69,691 100 CITY OF TIGARD, OREGON WATER QUALITY /QUANTITY FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Service charges $ 32,500 $ 32,500 $ 6,275 $ (26,225) Interest earnings 51,250 51,250 65,921 14,671 Total revenues 83,750 83,750 72,196 (11,554) EXPENDITURES: Contingency 100,000 100,000 - 100,000 Capital projects 640,000 640,000 252,268 387,732 Total expenditures 740,000 740,000 252,268 487,732 Change in fund balance before other financing sources (uses) (656,250) (656,250) (180,072) 476,178 Other financing sources (uses): Indirect charges (25,736) (25,736) (19,606) 6,130 Change in fund balance (681,986) (681,986) (199,678) 482,308 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 1,972,842 1,972,842 2,024,137 51,295 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 1,290,856 $ 1,290,856 $ 1,824,459 $ 533,603 101 CITY OF TIGARD, OREGON STORM SEWER FUNDS RECONCILIATION OF BUDGETARY REVENUES AND EXPENDITURES TO PROPRIETARY REVENUES AND EXPENSES For the fiscal year ended June 30, 2009 Operating and Non Expenditures Operating / Expenses Storm Sewer $ 1,512,563 $ 1,319,756 Water Quality / Quantity 72,196 252,268 Total, budgetary basis 1,584,759 1,572,024 Change in accrued compensated absences - ( 11,569) Expenditures capitalized - ( 459,254) Services performed by other funds - 399,941 Depreciation expense - 419,498 Operating and non - operating revenue and expenses - page 26 $ 1,584,759 $ 1,920,640 102 CITY OF TIGARD, OREGON WATER FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Service charges $ 8,050,244 $ 8,050,244 $ 7,417,827 $ (632,417) System development charges 200,000' 200,000' 47,243' (152,757) Interest earnings 41,100' 41,100' 175,508' 134,408 Miscellaneous 43,500' 43,500' 113,114' 69,614 Total revenues 8,334,844 8,334,844 7,753,692 (581,152) EXPENDITURES: Public works 6,119,263 6,119,263 4,902,517 1,216,746 Capital projects 476,700 476,700 268,436 208,264 Total expenditures 6,595,963 6,595,963 5,170,953 1,425,010 Change in fund balance before other financing sources (uses) 1,738,881 1,738,881 2,582,739 843,858 Other financing sources (uses): Indirect charges (1,419,653) (1,419,653) (1,227,803) 191,850 Change in fund balance 319,228 319,228 1,354,936 1,035,708 UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 2,812,606 2,812,606 4,891,272 2,078,666 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 3,131,835 $ 3,131,835 $ 6,246,208 $ 3,114,374 103 CITY OF TIGARD, OREGON WATER SDC FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) System development charges $ 250,000 $ 250,000 $ 74,779 $ (175,221) Interest earnings 4,000 4,000 12,282 8,282 Total revenues 254,000 254,000 87,061 (166,939) EXPENDITURES: Capital projects 165,000 165,000 12,843 152,157 Total expenditures 165,000 165,000 12,843 152,157 Change in fund balance before other financing sources (uses) 89,000 89,000 74,218 (14,782) UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 1,618 1,618 46,248 44,630 UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 90,618 $ 90,618 $ 120,466 $ 29,848 104 CITY OF TIGARD, OREGON WATER CIP FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) System development charges $ 250,000 $ 250,000 $ 74,096 $ (175,904) Other income 18,000,000 18,000,000 49,028 (17,950,972) Interest earnings 220,000 220,000 56,438 (163,562) Total revenues 18,470,000 18,470,000 179,561 (18,290,439) EXPENDITURES: Contingency 1,581,150 1,581,150 - 1,581,150 Capital projects 10,541,579 10,541,579 4,239,970 6,301,609 Total expenditures 12,122,729 12,122,729 4,239,970 7,882,759 Change in fund balance before other financing sources (uses) 6,347,271 6,347,271 (4,060,409) (10,407,680) Other financing sources (uses): Operating transfer in - 109,841 109,841 - Loan proceeds 2,853,868 Total other financing sources (uses) - 109,841 2,963,709 - Change in fund balance 6,347,271 6,457,112 (1,096,700) (10,407,680) UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 2,511,910 2,511,910 1,962,458 (549,452) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 8,859,181 $ 8,969,022 $ 865,758 $ (10,957,132) 105 CITY OF TIGARD, OREGON WATER FUNDS RECONCILIATION OF BUDGETARY REVENUES AND EXPENDITURES TO PROPRIETARY REVENUES AND EXPENSES For the fiscal year ended June 30, 2009 Operating and Non - Operating Expenditures / Revenues Expenses Water $ 7,753,692 $ 5,170,953 Water SDC 87,061 12,843 Water CIP 179,561 4,239,970 Total, budgetary basis 8,020,314 9,423,766 Change in inventory - - Change in accrued compensated absences - ( 54,092) Expenditures capitalized - ( 4,338,390) Services performed by other funds - 1,227,803 Depreciation expense - 1,365,391 Operating and non - operating revenue and expenses -page 26 $ 8,020,314 $ 7,624,478 106 CITY OF TIGARD, OREGON ENTERPRISE FUNDS RECONCILIATION OF BUDGETARY FUND BALANCE TO GENERALLY ACCEPTED ACCOUNTING PRINCIPLES BASIS NET ASSETS For the fiscal year ended June 30, 2009 Total Total Sanitary Storm Total Sewer Sewer Water Sanitary Sewer Fund $ 9,585,252 $ - $ - Storm Sewer Fund - 753,276 - Water Quality /Quantity Fund - 1,824,459 - Water Fund - - 6,246,208 Water SDC Fund - - 120,466 Water C]P Fund - - 865,758 Fund balance - budget basis 9,585,252 2,577,735 7,232,432 Adjustments from budgetary basis to generally accepted accounting principles basis: Inventory - - 6,079 Capital assets, net 16,073,536 11,875,811 43,643,083 Capital outlay not capitalized - - 663,918 Deferred revenue 6,611 - - Accrued vacation payable (11,633) (17,110) (60,295) Long -term debt - - (2,853,868) Total Net Assets - generally accepted accounting - - principles basis - pages 25 and 26 $ 25,653,766 $ 14,436,436 $ 48,631,349 107 Internal Service Funds Combining statements for internal service funds are reported here. The combined totals are reported alongside the enterprise funds in the basic financial statements. Schedules of revenues, expenses, and changes in fund net assets - budget and actual are also presented here for each internal service fund as required by Oregon regulations. Central Services Fund - This fund accounts for the central administrative functions within the City Fleet /Property Management Fund - This fund accounts for all activity related to the Fleet Maintenance and Property Management divisions in the City 108 11 ' J 4, TIGARD 109 CITY OF TIGARD, OREGON INTERNAL SERVICE FUNDS COMBINING STATEMENT OF NET ASSETS June 30, 2009 Central Fleet /Property Services Management Fund Fund Total ASSETS Current assets: Cash and investments $ 354,213 $ 118,081 $ 472,294 Accounts Receivable 8,088 8,074 16,162 Prepaid Expense 96,325 - 96,325 Inventory - 14,134 14,134 Total assets 458,626 140,289 598,915 LIABILITIES Current liabilities: Accounts payable and accrued liabilities 339,625 71,285 410,910 Accrued compensated absences 233,871 14,220 248,091 Total liabilities 573,496 85,505 659,001 NET ASSETS Net assets, unrestricted $ (114,870) $ 54,784 $ (60,086) 110 CITY OF TIGARD, OREGON INTERNAL SERVICE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For the fiscal year ended June 30, 2009 Central Fleet /Property Services Management Fund Fund Total OPERATING REVENUES: Service charges $ 4,482,998 $ 1,320,366 $ 5,803,364 Miscellaneous 83,173 29,510 112,683 Total operating revenues 4,566,171 1,349,876 5,916,047 OPERATING EXPENSES: Salaries and wages ' 3,489,748 476,569' 3,966,317 Contracted services 882,214 303,169 1,185,383 General, administrative and other 855,896 631,189 1,487,085 Total operating expenses 5,227,858 1,410,927 6,638,785 Operating income (loss) (661,687) (61,051) (722,738) NONOPERATING REVENUE: Interest revenue 14,566 2,299 16,865 Net income (loss) (647,121) (58,752) (705,873) NET ASSETS - beginning of year 532,251 113,536 645,787 NET ASSETS - end of year $ (114,870) $ 54,784 $ (60,086) 111 CITY OF TIGARD, OREGON INTERNAL SERVICE FUNDS COMBINING STATEMENT OF CASH FLOWS For the fiscal year ended June 30, 2009 Central Fleet /Property Services Management Fund Fund Totals CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers $ 4,479,964 $ 1,312,642 $ 5,792,606 Payments to suppliers (1,969,596) (914,893) (2,884,489) Payments to employees (3,393,459) (477,026)' (3,870,485) Other receipts 83,172 29,510 112,682 Net cash provided (used) by operating activities (799,919) (49,767) (849,686) CASH FLOWS FROM INVESTING ACTIVITIES Interest earnings collected 14,566 2,299 16,865 Net increase in cash and cash equivalents (785,353) (47,468) (832,821) Cash and investments -- beginning of the year 1,139,566 165,549 1,305,115 Cash and investments - -end of the year $ 354,213 $ 118,081 $ 472,294 RECONCILIATION OF OPERATING INCOME (LOSS) TO NET CASH PROVIDED BY OPERATING ACTIVITIES Operating income (loss) $ (661,687) $ (61,051) $ (722,738) Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Change in assets and liabilities: Receivables (3,034) (7,724) (10,758) Prepaids (96,325) 34,146 (62,179) Inventories 9,728 - 9,728 Accounts payable (144,890) (14,681) (159,571) Accrued compensated absences 96,289 (457) 95,832 Net cash provided (used) by operating activities $ (799,919) $ (49,767) $ (849,686) 112 CITY OF TIGARD, OREGON CENTRAL SERVICES FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Interest earnings $ 35,000 $ 35,000 $ 14,566 $ (20,434) Miscellaneous 10,000 10,000 83,173 73,173 Total revenues 45,000 45,000 97,739 52,739 EXPENDITURES: Policy and administration 6,104,413 6,104,413 5,227,858 876,555 Change in fund balance before other financing sources (uses) (6,059,413) (6,059,413) (5,130,119) 929,294 Other financing sources (uses): Indirect charges 5,814,973 5,814,973 4,482,998 (1,331,975) Change in fund balance (244,440) (244,440) (647,121) (402,681) UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 1,162,098 1,162,098 532,251 (629,847) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 917,658 $ 917,658 $ (114,870) $ (1,032,528) 113 CITY OF TIGARD, OREGON FLEET /PROPERTY MANAGEMENT FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL For the fiscal year ended June 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Interest earnings $ 1,450 $ 1,450 $ 2,299 $ 849 Miscellaneous - - 29,510 29,510 Total revenues 1,450 1,450 31,809 30,359 EXPENDITURES: Public works 1,453,571 1,453,571 1,410,927 42,644 Change in fund balance before other financing sources (uses) (1,452,121) (1,452,121) (1,379,118) 73,003 Other financing sources (uses): Indirect Charges 1,453,571 1,453,571 1,320,366 (133,205) Change in fund balance 1,450 1,450 (58,752) (60,202) UNDESIGNATED, UNRESERVED - FUND BALANCE BEGINNING OF YEAR 117,273 117,273 113,536 (3,737) UNDESIGNATED, UNRESERVED - FUND BALANCE END OF YEAR $ 118,722 $ 118,722 $ 54,784 $ (63,939) 114 d 11 i - -- ^ 2 \ / I• d •t . o , ICI: . — i : \ A) . /\ li> Other Supplementary Schedules Schedules included in this section are: • Property Tax Transactions and Outstanding Balances • Bond and Bond Interest Transactions • Future Debt Service Requirements of Long Term Notes Payable • Future Debt Service Requirements of Bancroft Improvement Bonds • Future Debt Service Requirements of General Obligation Bonds • • ,- 11 r � T IGARD 116 I •_. ; � �. t '. _ ... _, ,., , , _ __ , d Ii CITY OF TIGARD, OREGON SCHEDULE OF PROPERTY TAX TRANSACTIONS AND OUTSTANDING BALANCES For the fiscal year ended June 30, 2009 Property Add Property Taxes Levy as Taxes Receivable Extended Deduct Add Receivable June 30, by Discounts (Deduct) Add Deduct June 30, 2008 Assessor Allowed Adjustments Interest Collections' 2009 2008 -2009 $ - $ 12,732,804' $ (318,075)' $ (24,237) $ 4,363 $ (12,005,730) $ 389,125 2007 - 2008 304,398 - 465 (31,334) 12,008 (192,761) 92,776 2006 -2007 74,206 - 107 (8,563) 5,838 (38,595) 32,993 2005 - 2006 26,611 - 73 (6,561) 4,331 (18,565) 5,889 2004 -2005 10,801 - 16 (1,075) 2,068 (7,858) 3,952 2003 - 2004 2,931 - 4 (294) 304 (734) 2,211 2002 - 2003 & Prior 6,599 - 1 (1,303) 871 (1,942) 4,226 $ 425,546 $ 12,732,804 $ (317,409) $ (73,367) $ 29,783 $ (12,266,185) $ 531,172 Property Taxes Cash Receivable Distributed as follows; Collections June 30, 2009 General Fund: Current $ 10,919,263' $ 363,469' Prior years' levies 195,223 147,512 Total General Fund 11,114,486 510,981 Debt Service Funds: Current 994,130 14,362 Prior years' levies 16,416 5,829 Total Debt Service Funds 1,010,546 20,191 Total $ 12,125,032 $ 531,172 NOTE: Taxes revenue on the Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balance (page 23), is reported on the modified accrual basis. 118 CITY OF TIGARD, OREGON SCHEDULE OF BOND AND BOND INTEREST TRANSACTIONS For the fiscal year ended June 30, 2009 Bond Transactions Interest Transactions Original Outstanding Matured/ Outstanding Bancroft Bonds Issue June 30, 2008 Additions Called Paid June 30, 2009 Matured Paid Issued June 27, 2002 $ 1,307,969 $ 785,347 $ - $ 23,100 $ (23,100) $ 762,247 $ 29,071 $ (29,071) Issued December 3, 2003 1,947,678 515,883 - - - 515,883 20,119 (20,119) $ 1,301,230 $ - $ 23,100 $ (23,100) $ 1,278,130 $ 49,190 $ (49,190) General Obligation Bonds Issued December 4, 2002 $ 13,000,000 $ 10,547,958 $ - $ 536,063 $ (536,063) $ 10,011,895 $ 438,850 $ (438,850) 119 CITY OF TIGARD, OREGON SCHEDULE OF FUTURE DEBT SERVICE REQUIREMENTS OF LONG -TERM NOTES PAYABLE June 30, 2009 Issued - January 23, 2002 3.00% to 4.35% Original Issue - $ 2,290,248 Total Payment Coupon Debt Date Principal Interest Rate Service January 1, 2010 $ 247,318 $ 32,935 4.10% $ 280,253 January 1, 2011 259,053 22,795 4.25% 281,848 January 1, 2012 270,925 11,785 4.35% 282,710 Totals $ 777,296 $ 67,515 $ 844,811 120 CITY OF TIGARD, OREGON SCHEDULE OF FUTURE DEBT SERVICE REQUIREMENTS OF BANCROFT IMPROVEMENT BONDS June 30, 2009 Issued Issued June 27, 2002 December 3, 2003 Year of Total Requirements 7.25% 3.90% Maturity Principal Interest Principal Interest Principal Interest 2009 -2010 224,276 $ 66,524 $ 50,500 $ 80,667 $ 173,776 $ 13,623 2010 -2011 133,593 59,789 54,200 49,174 79,393 10,615 2011 -2012 140,720 52,661 58,200 45,173 82,520 7,488 2012 -2013 148,271 45,115 62,500 40,877 85,771 4,238 2013 -2014 111,243 37,123 67,100 40,877 44,143 4,238 2014 -2019 520,027 127,981 520,027' 127,981' - - Totals $ 1,278,130 $ 389,193 $ 812,527 $ 384,749 $ 465,603 $ 40,202 121 CITY OF TIGARD, OREGON SCHEDULE OF FUTURE DEBT SERVICE REQUIREMENTS OF GENERAL OBLIGATION BONDS June 30, 2009 Fiscal Issued: December 4, 2002 Year of Total Debt 3.00% to 4.75% Maturity Requirement Principal Interest 2009 -2010 $ 976,563 $ 553,795 $ 422,768 2010 -2011 976,383 571,890 404,493 2011 -2012 974,758 590,281 384,477 2012 -2013 977,118 613,891 363,227 2013 -2014 963,993 623,787 340,206 2014 -2015 972,518 656,991 315,527 2015 -2016 975,719 686,471 289,248 2016 -2017 972,348 711,246 261,102 2017 -2018 972,273 741,399 230,874 2018 -2019 975,367 776,929 198,438 2019 -2020 976,342 812,866 163,476 2020 -2021 975,291 849,207 126,084 2021 -2022 972,157 885,985 86,172 2022 -2023 981,244 937,157 44,087 $ 13,642,074 $ 10,011,895 $ 3,630,179 122 a I III it g • ��.:,, T][ 12, STATISTICAL SECTION This part of the City of Tigard's comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, required supplementary information, and supplementary information says about the City's overall financial health. Contents Page Financial Trends 125 These schedules contain trend information to help the reader understand how financial performance has changed over time. Revenue Capacity 134 - 141 These schedules contain information to help the reader assess the City's most significant local revenue source, property taxes. Debt Capacity 142-147 These schedules present information to help the reader assess the affordability of the City's current levels of outstanding debt and the City's ability to issue additional debt in the future. Demographic and Economic Information 148 These schedules offer demographic and economic indicators to help the reader understand the environment within which the City's financial activities take place. Operating Information 151 These schedules contain service and infrastructure data to help the reader understand how the information in the City's financial report relates to the services the City provides and the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year. The City implemented GASB Statement 34 in fiscal year 2003 and implemented GASB Statement 44 in fiscal year 2006. 124 <. - , 2\ • \ , t .f • 1 > CITY OF TIGARD, OREGON NET ASSETS BY COMPONENT for the last seven fiscal years (accrual basis of accounting) Fiscal Year 2003 2004 2005 Governmental activities Invested in capital assets, net of related debt $ 165,584,303 $ 167,289,278 $ 169,543,524 Restricted 2,529,038 1,782,382 1,367,179 Unrestricted 21,057,629 21,197,594 21,178,146 Total governmental activities net assets 189,170,970 190,269,254 192,088,849 Business -type activities Invested in capital assets, net of related debt 48,011,698 51,186,594 51,861,963 Restricted 5,816,599 5,548,698 3,761,976 Unrestricted 18,755,869 19,877,044 20,374,983 Total business -type activities net assets 72,584,166 76,612,336 75,998,922 Primary government Invested in capital assets, net of related debt 213,596,001 218,475,872 221,405,487 Restricted 8,345,637 7,331,080 5,129,155 Unrestricted 39,813,498 41,074,638 41,553,129 Total primary government net assets $ 261,755,136 $ 266,881,590 $ 268,087,771 *Fiscal year 2002 -03 was the first year that the new reporting requirements of GASB 34 were implemented at the City of Tigard. Source: Comprehensive Annual Financial Report of the City. 126 Fiscal Year 2006 2007 2008 2009 $ 168,577,473 $ 173,401,138 $ 177,656,465 $ 179,584,222 2,812,994 1,490,484 1,992,734 1,540,638 21,685,865 25,234,231 23,053,474 18,091,356 193,076,332 200,125,853 202,702,673 199,216,216 58,058,208 64,000,824 68,398,209 68,738,562 3,761,976 3,783,324 3,783,324 3,783,324 20,480,106 18,463, 817 15, 826, 866 16,184,644 82,300,290 86,247,965 88,008,399 88,706,530 226,635,681 237,401,962 246,054,674 248,322,784 6,574,970 5,273,808 5,776,058 5,323,962 42,165,971 43,698,048 38,880,341 34,275,999 $ 275,376,622 $ 286,373,818 $ 290,711,073 $ 287,922,745 127 CITY OF TIGARD, OREGON CHANGES IN NET ASSETS for the last seven fiscal years (accrual basis of accounting) Fiscal Year 2003 2004 2005 Expenses Governmental activities Community services $ 8,058,670 $ 8,744,613 $ 10,253,764 Public works 1,890,644 2,735,212 2,172,874 Development services 3,311,058 3,791,317 4,224,696 Policy and administration 3,548,649 6,175,917 6,166,577 Interest on long -term debt 602,291 947,848 716,899 Total governmental activities expenses 17,411,312 22,394,907 23,534,810 Business -type activities Sewer 901,779 945,102 1,297,582 Storm Water 1,056,795 1,090,550 1,374,459 Water 5,325,045 5,555,590 8,200,928 Total business -type activities program expenses 7,283,619 7,591,242 10,872,969 Total primary government expenses $ 24,694,931 $ 29,986,149 $ 34,407,779 Program Revenues Governmental activities Charges for services: Community services - 114,454 119,513 Public works - 603,352 1,741,747 Development services 73,332 2,928,733 3,335,125 Policy and administration - 822,177 908,053 Operating grants and contributions 133,253 252,805 285,888 Capital grants and contributions - - - Total governmental activities program revenues 206,585 4,721,521 6,390,326 Business -type activities Charges for services: Sewer 1,923,596 1,809,032 1,601,113 Storm Water 1,246,809 1,156,863 1,156,220 Water 6,877,765 7,202,910 7,762,153 Capital grants and contributions - - - Total business -type activities program revenues 10,048,170 10,168,805 10,519,486 Total primary government program revenues $ 10,254,755 $ 14,890,326 $ 16,909,812 "Fiscal year 2002 -03 was the first year that the new reporting requirements of GASB 34 were implemented at the City of Tigard. Source: Comprehensive Annual Financial Report of the City. 128 Fiscal Year 2006 2007 2008 2009 $ 11,241,521 $ 11,656,248 $ 13,678,913 $ 18,365,997 3,078,772 2,383,009 2,373,710 2,468,981 4,669,452 4,714,636 5,186,834 7,238,839 7,447,828 4,398,213 3,992,478 5,997,644 935,359 153,319 354,664 526,825 27,372,932 23,305,425 25,586,599 34,598,286 1,454,150 1,461,458 1,963,223 1,597,413 1,391,158 1,533,391 1,585,105 1,920,640 7,291,602 7,452,480 6,792,833 7,624,478 10,136,910 10,447,329 10,341,161 11,142,531 $ 37,509,842 $ 33,752,754 $ 35,927,760 $ 45,740,817 146,798 151,448 180,425 180,425 2,165,451 1,866,123 952,652 952,652 4,463,283 3,982,018 1,249,995 1,249,995 1,015,976 1,146,301 1,463,736 1,463,736 133,509 1,537,714 153,447 153,447 2,596,223 199,112 199,112 7,925,017 11,279,827 4,199,367 4,199,367 1,555,358 1,641,740 2,322,462 1,348,750 1,176,816 1,190,521 1,593,097 1,484,627 6,953,809 6,336,186 7,002,872 7,417,827 6,077,864 3,886,120 136,331 834,660 15,763,847 13,054,567 11,054,762 11,085,864 $ 23,688,864 $ 24,334,394 $ 15,254,129 15,285,231 l 129 CITY OF TIGARD, OREGON CHANGES IN NET ASSETS (CONTINUED) for the last seven fiscal years (accrual basis of accounting) Fiscal Year 2003 2004 2005 Net (Expense) Revenue Governmental activities $ (17,204,727) $ (17,613,386) $ (17,144,484) Business -type activities 2,764,553 2,577,563 716,899 Total primary government net expenses $ (14,440,174) $ (15,035,823) $ (16,427,585) General Revenues and Other Changes in Net Assets Governmental activities: Taxes Property taxes $ 10,472,108 $ 9,763,281 $ 10,273,332 Franchise taxes 2,567,881 2,431,324 2,670,050 Restricted intergovernmental revenues (excluding grants) - - 3,447,895 Unrestricted intergovernmental revenues 8,778,951 5,204,135 1,430,206 Interest earnings 912,288 890,785 859,057 Miscellaneous (90,350) 422,145 283,539 Total governmental activities 22,640,878 18,711,670 18,964,079 Business -type activities: Interest earnings 593,484 426,853 604,977 Miscellaneous 248,885 23,754 135,092 Total business -type activities 842,369 450,607 740,069 Total primary government $ 23,483,247 $ 19,162,277 $ 19,704,148 Change in Net Assets Governmental activities $ 5,436,151 $ 1,098,284 $ 1,819,595 Business -type activities 3,606,922 3,028,170 386,586 Total primary government $ 9,043,073 $ 4,126,454 $ 2,206,181 *Fiscal year 2002 -03 was the first year that the new reporting requirements of GASB 34 were implemented at the City of Tigard. Source: Comprehensive Annual Financial Report of the City. 130 Fiscal Year 2006 2007 2008 2009 $ (19,447,915) $ (12,025,598) $ (16,341,333) $ (30,398,918) 5,626,937 2,607,238 713,601 (56,667) $ (13,820,978) $ (9,418,360) $ (15,627,731) $ (30,455,585) $ 10,804,524 $ 11,552,817 $ 9,133,664 $ 12,526,541 3,042,187 3,835,007 4,551,169 3,887,078 3,288,530 - - - 1,863,706 1,836,291 2,912,647 8,925,520 922,508 1,548,735 1,503,619 947,247 513,943 302,269 817,054 626,075 20,435,398 19,075,119 18,918,153 26,912,462 580,004 1,050,352 1,039,593 649,231 94,427 147,310 150,015 105,567 674,431 1,197,662 1,189,608 754,798 $ 21,109,829 $ 20,272,781 $ 20,107,761 $ 27,667,260 $ 987,483 $ 7,049,521 $ 2,576,820 $ (3,486,457) 6,301,368 3,804,900 1,903,209 698,131 $ 7,288,851 $ 10,854,421 $ 4,480,029 $ (2,788,325) 131 CITY OF TIGARD, OREGON CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS for the last seven fiscal years (modified accrual basis of accounting) Fiscal Year 2003 2004 2005 REVENUES Taxes $ 10,453,992 $ 9,775,325 $ 10,334,295 Franchise fees 2,567,881 2,431,324 2,670,050 Special assessments 542,816 568,971 373,141 Licenses and permits 3,505,499 3,668,335 4,442,222 Intergovernmental revenues 4,837,982 5,456,940 5,134,991 Charges for service 1,539,676 1,819,907 2,354,372 Fines and forfeitures 480,963 613,785 646,406 Interest earnings 902,312 880,070 836,359 Miscellaneous 424,525 420,390 280,411 Total revenues 25,255,646 25,635,047 27,072,247 EXPENDITURES Current operating: Community services 8,692,327 9,014,200 10,750,344 Public works 2,236,753 2,104,617 2,172,875 Development services 3,628,238 3,891,491 4,316,517 Policy and administration 3,884,883 4,051,476 4,334,147 Citywide support - - - Debt service: Principal 2,344,496 1,300,979 1,285,275 Interest 302,674 951,072 748,417 Capital outlay 6,613,827 13,210,578 4,106,999 Total expenditures 27,703,198 34,524,413 27,714,574 Excess (deficiency) of revenues over (under) expenditures (2,447,552) (8,889,366) (642,327) OTHER FINANCING SOURCES (USES) Proceeds from bond / long -term note 14,509,175 1,947,678 - Operating transfers in 3,747,649 2,581,668 2,893,435 Operating transfers out (3,747,649) (2,581,668) (2,893,435) Total other financing sources (uses) 14,509,175 1,947,678 - Net change in fund balances $ 12,061,623 $ (6,941,688) $ (642,327) Debt service as a percentage of non - capital expenditure: 14.35% 11.81% 9.43% *Fiscal year 2002 -03 was the first year that the new reporting requirements of GASB 34 were implemented at the City of Tigard. Source: Comprehensive Annual Financial Report of the City. 133 Fiscal Year 2006 2007 2008 2009 $ 10,817,886 $ 11,553,044 $ 12,137,977 $ 12,405,880 3,042,187 3,835,007 4,551,169 3,887,078 1,421,765 163,379 120,678 87,208 4,852,719 3,011,348 1,871,841 1,282,438 5,285,744 5,970,228 7,807,667 7,560,542 2,689,485 3,989,491 3,469,358 2,536,590 702,469 850,335 847,069 804,128 903,637 1,507,065 1,475,808 930,382 502,951 283,712 747,532 513,392 30,218,843 31,163,609 33,029,099 30,007,640 11,377,118 11,918,362 13,801,110 18,214,907 2,273,569 2,383,009 2,757,289 3,463,390 4,709,433 4,772,780 5,191,797 7,184,355 4,564,400 4,717,967 397,510 907,661 23,000 - 796,995 1,526,286 166,571 922,907 794,853 697,305 630,916 454,403 530,403 2,352,123 3,543,422 6,319,092 3,940,781 27,500,234 28,156,027 29,844,108 35,833,344 2,718,609 3,007,582 3,184,991 (5,825,705) 4,046,802 2,667,149 4,896,127 3,342,328 (4,046,802) (2,667,149) (9,299,491) (2,357,267) - (4,403,364) 985,061 $ 2,718,609 $ 3,007,582 $ (1,218,373) $ (4,840,644) 9.70% 3.35% 6.22% 4.34% 134 CITY OF TIGARD, OREGON FUND BALANCES OF GOVERNMENTAL FUNDS for the last seven fiscal years (modified accrual basis of accounting) Fiscal Year 2003 2004 2005 2006 2007 2008 General Fund Reserved $ 58,523 $ 69,069 $ 54,632 $ 20,291 $ 209,378 $ - Unreserved 7,878,589 8,343,762 8,131,112 8,368,793 9,716,643 10,794,057 Total general fund $ 7,937,112 $ 8,412,831 $ 8,185,744 $ 8,389,084 $ 9,926,021 $ 10,794,057 All other governmental funds Reserved $ 15,612,154 $ 7,198,519 $ 4,821,174 $ 2,719,998 $ - $ - Unreserved, reported in: Special revenue funds 8,355,147 7,282,391 9,253,467 10,208,277 13,445,092 12,481,406 Debt service funds - - - 1,811,861 2,027,633 682,960 Capital projects funds 9,050 8,971 - 1,589,018 1,087,826 1,309,774 Total all other governmental funds $ 23,976,351 $ 14,489,881 $ 14,074,641 $ 16,329,154 $ 16,560,551 $ 14,474,140 "Fiscal year 2002 -03 was the first year that the new reporting requirements of GAS 34 were implemented at the City of Tigard. Source: Comprehensive Annual Financial Report of the City. 132 CITY OF TIGARD, OREGON GOVERNMENT -WIDE REVENUES For the last seven fiscal years" Program Revenues General Revenues Gain (Loss) Fiscal Charges Operating Capital on Disposition Year Ended for Grants and Grants and Intergovernmental Interest Donated of Capital June 30 Services Contributions Contributions Taxes Franchise Taxes Revenues Earnings Assets Assets Miscellaneous Total 2003 14,107,966 133,253 87,760 10,472,108 2,567,881 4,704,729 1,505,772 (27,850) (491,023) 677,408 33,738,004 2004 16,561,227 252,805 6,077,864 9,763,281 2,431,324 5,204,135 1,317,638 - - 445,899 42,054,173 2005 16,623,924 285,888 - 10,273,332 2,670,050 4,878,101 1,464,034 - - 418,631 36,613,960 2006 17,477,491 133,509 6,077,864 10,804,524 3,042,187 5,152,236 1,502,512 - - 608,370 44,798,693 2007 7,145,890 1,537,714 2,596,223 11,552,817 3,835,007 1,836,291 2,599,087 - - 449,579 31,552,608 2008 5,402,574 739,171 3,103,521 12,237,185 4,551,169 2,912,647 1,503,619 - - (2,286,467) 28,163,419 2009 3,846,808 153,447 199,112 12,526,541 3,887,078 8,925,520 947,247 - - 626,075 31,111,828 * Fiscal year 2002 -03 was the first year that the new requirements of GASB 34 were implemented at the City of Tigard. Source: Comprehensive Annual Financial Report of the City. 135 CITY OF TIGARD, OREGON GOVERNMENT -WIDE EXPENSES BY FUNCTION For the last seven fiscal years" Fiscal Interest on Year Ended Community Development Policy and Long -Term Storm June 30 Services Public Works Services Administration Debt Sewer Water Water Total 2003 8,058,670 1,890,644 3,311,058 3,548,649 602,291 901,779 1,056,795 5,325,045 24,694,931 2004 8,744,613 2,735,212 3,791,317 6,175,917 947,848 945,102 1,080,550 5,555,590 29,976,149 2005 10,253,764 2,172,874 4,224,696 6,166,577 716,899 1,297,582 1,374,459 8,200,928 34,407,779 2006 11,241,521 3,078,772 4,669,452 7,447,828 935,359 1,454,150 1,391,158 7,291,602 37,509,842 2007 11,656,248 2,383,009 4,714,636 4,398,213 153,319 1,461,458 1,533,391 7,452,480 33,752,754 2008 13,678,913 2,373,710 2,373,710 3,992,478 526,825 1,963,223 1,585,105 6,792,833 33,286,797 2009 18,365,997 2,468,981 7,238,839 5,997,644 526,825 1,597,413 1,920,640 7,624,478 45,740,817 *Fiscal year 2002 -03 was the first year that the new requirements of GASB 34 were implemented at the City of Tigard. Source: Comprehensive Annual Financial Report of the City. 136 CITY OF TIGARD, OREGON GENERAL GOVERNMENTAL REVENUES BY SOURCES - BUDGETARY BASIS For the last ten fiscal years Fiscal Licenses Inter- Charges Year Ended Franchise and governmental For Fines and Miscellaneous June 30 Taxes Fees Permits Revenues Services Forfeitures Revenues * Total 2000 7,876,219 1,960,768 2,271,148 4,658,795 675,323 371,594 3,404,178 21,218,025 2001 8,504,271 2,063,978 4,057,117 4,760,711 732,797 367,732 1,730,569 22,217,175 2002 9,018,360 2,674,388 3,147,960 4,778,451 443,418 415,760 1,359,360 21,837,697 2003 10,453,992 2,567,881 3,505,499 4,837,982 865,242 480,963 1,869,653 24,581,212 2004 9,775,325 2,431,324 3,668,335 5,456,940 1,148,271 613,785 1,858,371 24,952,351 2005 10,334,295 2,670,050 4,442,222 5,134,991 1,743,493 646,406 1,489,909 26,461,366 2006 10,817,886 3,042,187 4,852,719 5,285,744 2,689,485 702,469 2,828,353 30,218,843 2007 11,553,044 3,835,007 3,011,348 5,970,228 3,989,491 850,335 1,954,156 31,163,609 2008 12,137,977 4,551,169 1,871,841 847,069 1,475,808 847,069 2,344,018 24,074,951 2009 12,405,880 3,887,078 1,282,438 7,560,542 2,536,590 804,128 1,530,983 30,007,640 * Includes special assessments collections and private donations. Information derived from Comprehensive Annual Financial Reports for all Governmental Fund Types 137 CITY OF TIGARD, OREGON GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION - BUDGETARY BASIS For the last ten fiscal years City -Wide Support Public Works Functions, Fiscal and Capital Year Ended Community Community Policy and Projects Debt June 30 Services Development Administration and Other Service Total 2000 8,322,224 4,738,142 2,287,819 3,902,719 2,699,338 21,950,242 2001 8,696,210 4,832,637 2,593,816 3,894,954 672,656 20,690,273 2002 8,372,801 5,927,523 309,559 2,700,075 2,785,404 20,095,362 2003 8,692,327 5,864,991 279,753 2,971,446 2,647,170 20,455,687 2004 9,014,200 5,996,108 821,553 13,210,578 4,310,054 33,352,493 2005 10,750,344 6,489,391 1,017,764 4,106,999 2,033,691 24,398,189 2006 11,377,118 3,983,002 4,564,400 2,352,123 2,223,591 24,500,234 2007 11,918,362 7,155,789 4,717,967 3,566,422 2,297,487 29,656,027 2008 13,801,110 7,949,086 397,510 6,319,092 1,377,310 29,844,108 2009 18,214,907 10,647,745 1,704,656 3,940,781 1,325,256 35,833,344 Information derived from Comprehensive Annual Financial Reports for all Governmental Fund Types 138 CITY OF TIGARD, OREGON MARKET VALUE AND ASSESSED VALUE OF TAXABLE PROPERTY For the last ten fiscal years Fiscal Assessed Value Assessed to Year Public Total Estimated Value as a Ended Real Personal Utility Total Direct Real Market Percentage June 30 Property Property Property Assessed Value Tax Rate Value (RMV) of RMV 2000 2,694,978,680 224,934,987 113,115,415 3,033,029,082 2.59 3,938,205,819 77.02% 2001 2,903,403,430 229,530,723 121,662,548 3,254,596,701 2.60 4,354,132,334 74.75% 2002 3,085,457,460 221,564,523 163,556,880 3,470,578,863 2.58 4,624,009,037 75.06% 2003 3,227,082,340 215,829,652 178,798,982 3,621,710,974 2.90 4,804,794,161 75.38% 2004 3,376,409,604 206,038,692 171,911,103 3,754,359,399 2.68 5,151,890,520 72.87% 2005 3,543,033,334 204,589,409 160,586,232 3,908,208,975 2.70 5,402,433,125 72.34% 2006 3,717,827,074 210,841,242 159,236,470 4,087,904,786 2.72 5,913,857,305 69.12% 2007 3,932,173,130 229,401,995 183,090,030 4,344,665,155 2.73 7,152,421,012 60.74% 2008 4,104,676,710 234,099,260 233,581,850 4,572,357,820 2.74 7,449,594,674 61.38% 2009 4,306,936,640 247,691,980 187,315,080 4,741,943,700 2.69 8,161,684,333 58.10% Assessed Value by Type for the fiscal year ended 2009 Real Property a Personal Property 5% Public Utility Property 4% Source: Washington County Assessment and Taxation 139 CITY OF TIGARD, OREGON PROPERTY TAX RATES - DIRECT AND OVERLAPPING GOVERNMENTS (Dollars per $1,000 of Assessed Value rounded to the nearest cent) For the last ten fiscal years Tigard/ Washington Fiscal Metzger City of Tigard Tualatin Beaverton Tualatin County Year Water Direct Rates School School Valley Rural Fire Portland Other Ended District Perm Debt Washington District District Fire & Rescue District Community Taxing June 30 Combined Rate Svc County No. 23-J No. 48 District No. 2 College Agencies 2000 0.21 2.51 0.08 2.54 6.31 6.19 1.56 1.29 0.36 0.70 2001 0.25 2.51 0.09 2.53 7.24 6.12 1.59 1.30 0.37 0.70 2002 0.23 2.51 0.07 2.96 7.04 6.37 1.83 1.31 0.55 0.69 2003 0.23 2.51 0.39 2.91 7.90 6.56 1.82 1.12 0.49 0.63 2004 0.22 2.51 0.17 2.90 7.88 8.01 1.83 1.12 0.51 0.62 2005 0.13 2.51 0.19 2.87 7.79 6.60 1.83 1.12 0.51 0.62 2006 - 2.51 0.21 2.84 7.85 7.98 1.82 1.12 0.50 0.63 2007 - 2.51 0.22 2.45 7.67 6.29 1.82 1.12 0.49 0.60 2008 - 2.51 0.23 2.44 7.59 6.74 1.56 1.12 0.28 0.61 2009 - 2.51 0.18 2.39 7.52 6.56 1.54 1.12 0.50 0.70 Taxes levied may be composed of three types of levies: (1) a base operating levy, (2) a special operating levy approved by the voters in the district and (3) a debt service levy. Eac district with outstanding General Obligation bonded debt is required to levy taxes sufficient with other available funds, to meet principal and interest payments when due. A11 operating levies were converted to a permanent rate by the passage of measure 50 in 1997. Permanent rates can not be changed. Prior to Measure 50, rates were dependent o both the levy and assessed value. Assessment and tax rolls are prepared and maintained by Washington County for all taxing districts with territory in the County. The County collects all taxes against propert) County (except assessments for improvements charged to benefited property) and distributes taxes collected at least monthly. No charges are made to the taxing districts for thr services. NOTE: - Not all taxing districts are charged on each parcel of property, actual rates on tax bills are a combination of the above depending upon the location of the parcel and th school district and sewer and water district boundaries. Total overlapping tax rates for property in Tigard in 2009 ranged from $13.44/$1,000 to $16.43/$1,000. Source: Washington County Department of Assessment and Taxation. 140 CITY OF TIGARD, OREGON PRINCIPAL PROPERTY TAXPAYERS For current and nine years ago 2009 2000 Percentage Percentage Taxable of Total City Taxable of Total City Assessed Assessed Assessed Assessed Taxpayer Value Rank Value Value Rank Value Pacific Realty Associates 173,040,340 1 3.65% 113,111,340 1 3.73% Washington Square LLC 109,554,577 2 2.31% 83,555,010 2 2.75% Lincoln Center LLC 78,952,670 3 1.66% 60,712,100 3 2.00% Verizon Northwest Inc. 58,571,887 4 1.24% Sprint Nextel Corp. 53,698,400 5 1.13% 16,200,080 10 0.53% Park 217 & Nelson Business Park 36,010,260 6 0.76% Portland General Electric 29,641,000 7 0.63% 19,505,400 6 0.64% Northwest Natural Gas 27,123,200 8 0.57% Macy's Department Stores 21,258,900 9 0.45% Holland Holdings 1 Arbor Heights 19,706,850 10 0.42% Constance Robinson (Trust) - - 17,473,240 8 0.58% The May Department Stores - - 16,293,210 9 0.54% GTE Northwest - - 46,030,230 4 1.52% Spieker Properties - - 26,977,160 5 0.89% Portland Hotel Associates - - 19,459,810 7 0.64% $ 607,558,084 12.81% $ 419,317,580 13.82% Source: Washington County Assessment & Taxation records. 141 CITY OF TIGARD, OREGON PROPERTY TAX LEVIES AND COLLECTIONS For the last ten fiscal years Percent Percent Total Tax Delinquent Fiscal Total Percent Delinquent Total Collections Outstanding Taxes Year Ended Tax Current Tax of Levy Tax Tax To Tax Delinquent To Tax June 30 Levy Collections Collections Collections Collections Levy Taxes Levy 2000 7,881,754 7,385,015 93.70% 270,169 7,655,184 97.13% 395,287 5.02% 2001 8,479,977 8,017,056 94.54% 241,309 8,258,365 97.39% 365,837 4.31% 2002 8,984,987 8,498,029 94.58% 241,336 8,739,365 97.27% 373,584 4.16% 2003 10,521,836 9,942,473 94.49% 252,892 10,195,365 96.90% 394,897 3.75% 2004 10,072,155 9,519,258 94.51% 249,358 9,768,616 96.99% 388,113 3.85% 2005 10,568,724 10,032,595 94.93% 293,729 10,326,324 97.71% 330,296 3.13% 2006 11,115,136 10,571,115 95.11% 252,844 10,823,959 97.38% 310,629 2.79% 2007 11,871,043 11,514,034 96.99% 210,217 11,724,251 98.76% 346,648 2.92% 2008 12,515,279 11,895,526 95.05% 121,148 12,016,674 96.02% 425,546 3.40% 2009 12,732,804 12,005,730 94.29% 142,047 12,147,777 95.41% 531,172 4.17% Taxes are levied as of July 1 each year and are payable in three installments, without interest, on November 15, February 15, and May 15. Interest is charged at the rate of 1% per month on delinquent taxes. Tax liens are foreclosed after three year's delinquencies. Taxpayers receive a discount of 3% for payment in full by November 15 and 2% for payment of two thirds of the total taxes due. City Property Taxes Levied 14,000,000 12,000,000 - — 10,000,000 ■ • • —• 8,000,000 — 6,000,000 • • • • • • 0 4,000,000 • • • • • • • • 2,000,000 • • • • • • • • — I 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 142 CITY OF TIGARD, OREGON SPECIAL ASSESSMENT COLLECTIONS For the last ten fiscal years Fiscal Year Current Ratio of Total Ended Assessments Assessments Collections Outstanding June 30 Due (1) Collected (2) to Amount Due Assessments 2000 329,174 971,414 295.11% 3,761,444 2001 234,907 290,268 123.57% 3,494,465 2002 240,894 343,642 142.65% 4,621,388 2003 185,975 542,816 291.88% 4,150,052 2004 637,900 557,911 87.46% 3,471,643 2005 598,804 373,141 62.31% 3,074,031 2006 821,321 1,421,765 173.11% 1,639,875 2007 937,916 163,379 17.42% 1,461,838 2008 116,194 120,678 103.86% 1,264,746 2009 23,100 87,208 377.53% 1,353,832 (1) This amount is equal to the matured principal on Bancroft improvement bonds. (2) Represents collections of current assessments for payment of Bancroft improvement bonds as well as assessment collections on projects for which such bonds have not been issued. Source: City assessment records 143 CITY OF TIGARD, OREGON RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR LONG -TERM DEBT TO TOTAL GENERAL GOVERNMENTAL EXPENDITURES For the last ten fiscal years Total Percent of Debt Fiscal Year Total General Service to Ended Debt Governmental Total General June 30 Principal Interest Service Expenditures Expenditures 2000 2,487,352 211,986 2,699,338 21,950,242 12.30% 2001 2,408,085 207,914 2,615,999 22,638,451 11.56% 2002 4,195,966 325,036 4,521,002 20,095,362 22.50% 2003 2,351,917 254,833 2,606,750 20,455,687 12.74% 2004 3,358,982 929,462 4,288,444 34,524,413 12.42% 2005 1,285,275 748,817 2,034,092 27,714,574 7.34% 2006 1,526,286 697,305 2,223,591 27,500,234 8.09% 2007 1,666,571 630,916 2,297,487 29,656,027 7.75% 2008 922,907 454,403 1,377,310 29,844,108 4.62% 2009 794,853 530,403 1,325,256 35,833,344 3.70% Source: Comprehensive Annual Financial Reports of the City. (1) Includes bond anticipation notes principal and interest. (2) Includes bond anticipation notes interest and certificates of participation principal and interest 144 CITY OF TIGARD, OREGON RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND NET BOUNDED DEBT PER CAPITA For the last ten fiscal years Gross General Ratio of Obligation Less Debt Net Bonded Fiscal Year Bonded Service Net Debt to Net Bonded Ended Assessed Debt Out- Monies Bonded Assessed Debt Per June 30 Population Value Standing ** Available Debt Value Capita 2000 39,672 3,033,029,082 2,442,075 1,492,889 949,186 0.03% 23.93 2001 42,260 4,354,132,334 1,982,168 1,609,030 373,138 0.01% 8.83 2002 43,040 3,470,578,863 2,824,243 2,154,758 669,485 0.02% 15.55 2003 44,070 4,804,794,161 15,393,293 2,270,985 13,122,308 0.27% 297.76 2004 44,650 3,754,359,399 16,239,519 1713,313 14,526,206 0.39% 325.33 2005 45,500 3,908,208,975 15,164,807 1,312,547 13,852,260 0.35% 304.45 2006 46,300 4,087,904,786 11,572,205 1,849,770 9,722,435 0.24% 209.99 2007 46,400 ' 4,344,665,155 11,066,369 1,849,770 9,216,599 0.21% 198.63 2008 46,715 ' 4,572,357,820 10,547,958 296,805 10,251,153 0.22% 219.44 2009 47,460 4,741,943,700 10,011,895 258,769 9,753,126 0.21% 205.50 ** Excludes bond anticipation notes payable. Sources: City budget documents, Comprehensive Annual Financial Reports of the City and Washington County Department of Assessment and Taxation. 145 CITY OF TIGARD, OREGON COMPUTATION OF DIRECT AND OVERLAPPING GENERAL OBLIGATION DEBT June 30, 2009 Percent Amount Applicable Applicable Net Debt Inside City Inside City Turisdiction Outstanding of Tigard of Tigard Tigard /Tualatin School District #23 -J $ 138,870,000 50.0312% $ 69,478,327 Tri -Met 44,395,000 3.8455% 1,707,210 Metro 205,626,671 3.8230% 7,861,108 Beaverton School District #48 377,140,000 3.7495% 14,140,864 Portland Community College 44,405,000 4.8553% 2,155,996 Washington County 36,780,000 11.1846% 4,113,696 Tualatin Valley Fire & Rescue District 1,475,000 12.4000% 182,900 Sub -Total of Overlapping Debt 848,691,671 99,640,101 City of Tigard 10,011,895 100.0000% 10,011,895 Total for Overlapping Debt $ 858,703,566 $ 109,651,996 Source: Oregon State Treasury Debt Management Division 146 CITY OF TIGARD, OREGON COMPUTATION OF LEGAL DEBT MARGIN For the last ten fiscal years 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 Debt limit $118,146,175 $130,623,970 $138720771 $ 144,143,825 $154,556,716 $162,072,994 $ 122,637,144 $130,339,955 $ 137,170,735 $ 142758,311 Total net debt applicable to limit 695,000 245,000 245,000 19,526,586 14,428,648 12,060,540 9,289,259 9,724,836 10,547,958 10,011,895 Legal debt margin $ 117,451,175 $ 130,378,970 $ 138,475,271 $ 124,617,239 $140,128,068 $ 150,012,454 $ 113,347,885 $ 120,615,119 $ 126,622,777 $ 132,246,416 Total net debt applicable to the limit as a percentage of debt limit 0.59% 0.19% 0.18% 13.55% 9.34% 7.44% 7.57% 7.46% 7.69% 7.04% Legal Debt Margin Calculation at June 30, 2009 True cash value (2008 -2009) $ 4,741,943700 3% Debt Limit (3% of total property real market value) 142,258,311 Debt applicable to limits Gross bonded debt $ 11,290,025 Excludable debt - Bancroft improvement bonds (1,278,130) Debt subject to limitation 10,011,895 Legal debt margin - amount available for future indebtedness $ 132,246,416 Total net debt applicable to the limit as a percentage of debt limit 7.04% Note: Pursuant to Oregon Revised Statutes 287.004, outstanding general obligation debt is limited to 3 percent of real market value Source: Washington County Department of Assessment and Taxation 147 CITY OF TIGARD, OREGON RATIO OF DEBT BY TYPE For the last ten fiscal years (1) Fiscal Year General Long -Term Percentage (2) Ended Obligation Bancroft Note Payable Total of Personal Per June 30 Population Bonded Debt Bonded Debt Debt Government Income Capita 2000 39,672 2,442,075 1,747,075 - 4,189,150 0.40% 105.59 2001 42,260 1,982,168 1,512,168 - 3,494,336 0.34% 82.69 2002 43,040 2,824,243 2,579,243 2,290,248 7,693,734 0.74% 178.76 2003 44,070 15,393,293 2,393,293 2,091,727 19,878,313 1.91% 451.06 2004 44,650 16,239,519 3,703,071 1,892,200 21,834,790 2.09% 483.82 2005 45,500 15,164,807 3,104,267 1,681,637 19,950,711 N/A 446.82 2006 46,300 11,572,205 2,282,946 1,465,007 15,320,158 N/A 330.10 2007 46,400 11,066,369 1,345,030 1,242,187 13,653,586 N/A 294.26 2008 46,715 10,547,958 1,301,230 1,012,986 12,862,174 N/A 275.33 2009 47,460 10,011,895 1,278,130 777,296 12,067,321 N/A 254.26 (1) See page 154 for personal income data (2) Per capita data is using Tigard's population N/A = Not available Sources: City budget documents, Comprehensive Annual Financial Reports of the City and Washington County Department of Assessment and Taxation. 148 CITY OF TIGARD, OREGON DEMOGRAPHICS STATISTICS For the last ten fiscal years (4) Assessed Total (2) Value Personal Unemployment of Taxable (3) (4) Income Rate Fiscal Year (1) Property School Per Capita (thousands Portland Ended June 30 Population Per Capita Enrollment Income " of dollars) Metro Area 2000 39,672 76,453 11,145 27,974 1,109,793 4.10% 2001 42,260 77,014 11,500 27,128 1,146,445 4.50% 2002 43,040 80,636 11,785 26,584 1,144,177 7.50% 2003 44,070 82,181 11,686 26,145 1,152,206 8.80% 2004 44,650 83,190 11,831 25,734 1,161,384 6.80% 2005 45,500 87,530 11,653 N/A N/A 6.30% 2006 46,300 88,081 12,134 N/A N/A 6.30% 2007 46,400 93,635 12,100 N/A N/A 4.80% 2008 46,715 97,878 12,451 N/A N/A 5.30% 2009 47,460 99,915 12,685 N/A N/A 9.70% Sources of Information: (1) State of Oregon, Department of Administrative Services (2) U.S. Bureau of Labor Statistics (3) Tigard /Tualatin School District #23 -J - City student totals not available (4) Washington State University - Northwest Income Indicators Project "- Personal income data for Tigard was not available so data was calculated using the ratio of Tigard's population to Washington County's total population. The ratio was then applied to total personal income for Washington County to arrive at an estimated personal income for the City of Tigard. Population and School Enrollment Trends 50,000 - 45,000 ■ 40,000 35,000 30,000 - 25,000 - - 20,000 15,000 10,000 A} 5,000 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 (Population - - School Enrollment 149 CITY OF TIGARD, OREGON PRINCIPAL EMPLOYERS For current year and nine years ago 2009 2000 Percentage Percentage of total City of total City Employer Employees Rank employment Employees Rank employment HSBC Card Services 948 1 3.36% Tigard - Tualatin School District 779 2 2.76% Macy's 704 3 2.49% 502 2 2.18% Nordstrom 579 4 2.05% 476 3 2.07% Oregon Public Employees Retirement 396 5 1.40% Providence Health System 377 6 1.34% Costco Wholesale Corporation 300 7 1.06% City of Tigard 266 8 0.94% The Cheesecake Factory 250 9 0.89% Home Depot 241 10 0.85% Renaissance Credit Services - - 1,167 1 5.08% Servicemaster Building Maintenance - - 250 4 1.09% Rockwell Collins Flight Dynamics - - 249 5 1.08% 4,840 17.14% 2,644 11.51% Source: City of Tigard Adopted Budget and Tigard Chamber of Commerce. 150 CITY OF TIGARD, OREGON PROPERTY VALUE AND CONSTRUCTION For the last ten fiscal years Commercial Residential Fiscal Year Construction (1) Construction (1) Ended Number of Number of June 30 Permits Value Permits Value 2000 22 55,244,410 198 (2) 37,202,497 2001 23 47,262,611 576 (2) 114,188,480 2002 12 21,583,399 387 (2) 96,339,584 2003 10 22,289,054 375 (2) 104,951,598 2004 17 59,523,557 375 (2) 99,056,117 2005 11 49,645,891 325 (2) 96,002,190 2006 8 50,744,300 299 (2) 100,965,847 2007 9 50,512,736 231 (2) 67,798,361 2008 6 73,614,404 93 (2) 31,810,734 2009 4 1,944,775 42 (2) 9,324,154 (1) From City of Tigard Building Department. Multi- family permits are included in the number of permits issued for residential construction. (2) Residential totals for permits and value include amounts from Urban /Washington County as well as City of Tigard. 151 CITY OF TIGARD, OREGON FULL -TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION For the last ten fiscal years Full -time Equivalent Employees as of Tune 30 2000 2001 2002 2003 2004 2005 2006 # 2007 2008 2009 Function / Program. Community services Police 72.00 76.33 75.50 75.00 76.00 77.00 78.00 80.00 93.00 93.00 Library 29.70 31.00 30.70 30.65 28.90 33.20 33.20 34.20 41.90 41.90 Parks maintenance (a) - - - - - - - - - Public works Administration 6.00 6.00 6.50 7.00 7.00 7.85 7.60 7.60 8.85 8.85 Parks maintenance (a) 9.50 9.50 9.75 1025 11.00 10.75 10.75 10.75 9.75 9.75 Street maintenance 11.50 11.50 9.35 920 8.50 8.00 7.00 7.00 7.00 7.00 Fleet maintenance 3.00 3.00 3.22 3.10 325 3.00 2.50 2.50 2.50 2.50 Property management 3.00 3.00 3.38 325 325 325 325 325 425 425 Development services Administration 9.00 3.00 3.00 3.00 3.00 3.00 3.00 2.00 3.00 3.00 Building inspection 15.00 12.50 13.50 13.50 16.30 18.30 18.80 19.80 17.80 6.20 Current planning 6.50 9.00 9.00 9.00 820 820 820 820 1020 1020 Long range planning 4.00 4.00 5.00 5.00 5.00 5.00 7.00 8.00 7.00 7.00 Engineering 15.50 15.50 16.00 16.00 15.50 15.50 15.50 10.50 10.50 10.50 Development Engineering (b) 5.00 5.00 4.00 Downtown Redevelopment (c) 1.00 1.00 Policy and Administration City management 5.50 5.80 5.80 5.80 4.00 3.80 3.80 3.80 530 530 Human resources 3.50 3.50 4.00 4.00 4.00 4.00 4.00 4.00 5.00 5.00 Information technology 4.50 4.50 8.00 8.00 6.00 6.00 7.00 8.00 7.00 7.00 Risk management 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.50 2.50 Finance admnistration 1.00 2.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 Financial operations 10.00 10.75 10.80 10.80 10.80 10.80 10.80 10.80 5.50 5.50 Utility Billing (d) 6.50 6.50 Office services 7.00 7.00 7.00 7.00 7.30 7.30 7.30 7.30 4.50 4.50 City Recorder /Records (e) 3.00 3.00 Municipal court 3.00 4.00 4.00 3.00 3.00 3.00 3.00 3.00 3.25 3.25 Sanitary Sewer 7.00 7.00 6.93 6.95 7.25 7.75 7.25 7.35 5.35 5.35 Storm Sewer 7.00 7.00 6.92 6.95 7.75 8.25 7.25 6.35 7.10 7.10 Water 17.00 17.00 17.95 18.00 17.00 16.25 16.50 17.30 16.30 16.30 Total 252.20 254.88 261.30 260.45 258.00 265.20 266.70 271.70 296.05 283.45 Source: City of Tigard Finance Department (a) Parks maintenance was budgeted in Community Services until FY 2001 -02 at which time it was moved to the Public Works division. (b) Development Engineering was budgeted with Capital Construction & Transportation as Engineering until FY 2006 -07. (c) Downtown Redevelopment was budgeted with Long Range Planning until FY 2008 -09. (d) Utility Billing was budgeted with Financial Operations until FY 2007 -08. (e) City Recorder /Records was budgeted with Office Services until FY 2008 -09. 152 CITY OF TIGARD, OREGON OPERATING INDICATORS BY FUNCTION /PROGRAM For the last seven fiscal years Fiscal Year Functions /Programs 2003 2004 2005 2006 2007 2008 2009 Governmental activities: Community services Police- number of traffic citations issued 6,993 6,815 6,006 6,800 6,979 6,383 6,925 Police- number of calls for service 50,403 49,333 53,754 51,062 51,000 51,377 50,115 Library- number of items in collection 114,094 115,618 125,570 143,500 156,500 176,210 193,710 Library- materials checked out each year 684,475 685,000 728,250 850,000 918,540 1,131,093 1,249,462 Public works Acres of park land maintained 1,465 170 176 176 180 184 189 Crack sealing completed annually (linear feet) 150,000 98,000 150,000 151,000 160,000 160,000 160,000 Vehicles maintained to industry standard 140 140 144 148 150 153 158 Development services Number of inspections (Tigard) 13,000 14,200 21,000 19,550 23,000 23,500 7,778 Number of permits (all types) in Tigard 2,760 3,300 3,600 3,351 4,500 4,850 2,278 Number of development applications 330 400 430 374 507 450 508 Policy and administration Number of job applications 1,000 1,800 1,900 2,000 2,000 2,300 2,215 Laptops and computers to maintain 275 325 445 500 540 435 451 Insured value of City's real property (in millions) $ 25.2 $ 27.9 $ 38.8 $ 40.8 $ 46.2 $ 73.5 Number of utility bills sent 104,014 106,055 109,854 112,775 113,502 115,574 114,500 Average fine amount collected $ 53 $ 68 $ 78 $ 97 $ 90 $ 94 $ 90 Business -type activities: Sewer Miles of sewer lines cleaned (annual goal) 47.3 53.2 48.5 50.8 51.6 53.4 46.6 Miles of sewer lines video inspected (annual goal) 20.3 20.7 26.1 21.8 22.1 23.0 23.2 Storm Water Miles of storm sewer lines cleaned 27.8 30.2 13.7 28.5 29.6 43.6 30.2 Number of Water Quality facilities 45 60 62 70 73 75 88 Total number of catch basins cleaned 3,760 3,867 3,915 4,045 4,150 4,915 4,437 Water Number of accounts 16,364 16,712 17,022 17,300 17,400 17,870 17,900 Number of main breaks repaired 12 15 10 10 10 20 10 *Fiscal year 2002 -03 was the first year that the new reporting requirements of GASB 34 were implemented at the City of Tigard. 153 CITY OF TIGARD, OREGON CAPITAL ASSETS STATISTICS BY FUNCTION For the last seven fiscal years Fiscal Year Functions /Programs 2003 2004 2005 2006 2007 2008 2009 Governmental activities: Community services Police stations 1 1 1 1 1 1 1 Library buildings 1 1 1 1 1 1 1 Public works Number of parks 11 13 13 13 13 13 14 Acres of park and greenspaces 293.5 347.0 347.0 347.0 348.0 348.0 396.0 Miles of streets 142.5 150.0 150.0 150.0 150.0 150.0 150.0 Development services See Note Policy and administration City -owned building facilities 4 5 5 5 5 5 5 Business -type activities: Sewer Total miles of sanitary sewer lines 142.0 146.6 148.0 152.8 160.4 160.4 161.0 Storm Water Total miles of storm sewer lines 111.0 110.6 113.0 116.6 130.9 131.0 131.0 Number of Water Quality facilities 45 60 62 62 77 77 79 Water Water mains in miles 210 210 220 224 225.1 225.1 225.1 Number of reservoirs 13 13 13 13 13 13 13 Source: City of Tigard Finance Department Note: No capital assets indicators are available for development services functions. *Fiscal year 2002 -03 was the first year that the new reporting requirements of GASB 34 were implemented at the City of Tigard. 154 AUDIT COMMENTS AND DISCLOSURE REQUIRED BY STATE REGULATIONS f ICI y / • & \ - % 1 G CITY OF TIGARD, OREGON AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS YEAR ENDED JUNE 30, 2009 Oregon Administrative Rules 162 -10 -050 through 162 -10 -320 incorporated in the Minimum Standards for Audits of Oregon Municipal Corporations, 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 audit of such statements and schedules are as follows. We have audited the financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of City of Tigard, Oregon (the City), as of and for the year ended June 30, 2009, which collectively comprise the City's basic financial statements and have issued our report thereon dated January 29, 2010. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Significant Accounting Policies The significant accounting policies followed in preparing the City's financial statements are summarized in the notes to the basic financial statements. Organization and Fund Structure The organization and fund structure of the City are documented on the title page and in the notes to the basic financial statements. Internal Accounting Control and Accounting Records In planning and performing our audit, we considered the City's internal control over financial reporting as a basis for designing our auditing procedures for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the City's internal control over financial reporting. A control deficiency exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A significant deficiency is a control deficiency, or combination of control deficiencies, that adversely affects the entity's ability to initiate, authorize, record, process, or report financial data reliably in accordance with accounting principles generally accepted in the United States of America such that there is more than a remote likelihood that a misstatement will not be prevented or detected by the entity's internal control. A material weakness is a significant deficiency, or combination of significant deficiencies, that results in more than a remote likelihood that a material misstatement of the financial statements will not be prevented or detected by the entity's internal control. Our consideration of internal control over financial reporting was for the limited purpose described in the first paragraph of this section and would not necessarily identify all deficiencies in internal control that might be significant deficiencies or material weaknesses. Our comments on internal controls over financial reporting are contained in a separate letter on significant deficiencies dated January 29, 2010. 157 CITY OF TIGARD, OREGON AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS (Continued) YEAR ENDED JUNE 30, 2009 Adequacy of Accounting Records The City's accounting records were reasonably maintained and adequate to support our audit of the basic financial statements. Indebtedness The general obligation bonded debt of the City is in compliance with the limitation imposed by ORS 264.250 (3). We noted no defaults in principal, interest, sinking fund, or redemption provisions with respect to any of the City's liabilities, and no breach of the bond agreements, at June 30, 2009. Adequacy of Collateral Securing Depository Balances The City has complied with Oregon Revised Statutes Chapter 295 in relation to deposit accounts. Investments Our review of deposit and investment balances indicated that the City was in compliance with ORS 295, as it pertains to investment of public funds, during the year ended June 30, 2009. Budget Compliance The City appears to have complied in all material respects with Local Budget Law (ORS 294.305 to 294.520) in the preparation, adoption and execution of its budget and tax levy for the year ended June 30, 2009, and the preparation and adoption of its budget for the year ending June 30, 2010, except as noted in the notes to the basic financial statements. A description of the budgeting process is included in the notes to the basic financial statements. Insurance Policies and Fidelity Bonds We have reviewed the City's insurance and fidelity bond coverage at June 30, 2009. We ascertained that such policies appeared to be in force and in compliance with legal requirements relating to insurance and fidelity bond coverage. Public Contracting and Purchasing Our review of the City' s public contracting, purchasing procedures and construction of public improvement requirements (ORS 279) indicated that the City was in compliance. Programs Funded From Outside Sources We have reviewed the City's compliance with appropriate laws, rules, and regulations pertaining to material programs funded wholly or partially by other governmental agencies. The City is in compliance with the guidelines in all material aspects. 158 CITY OF TIGARD, OREGON AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS (Continued) YEAR ENDED JUNE 30, 2009 Financial Reporting Requirements We have reviewed financial reports and other data relating to material programs funded wholly or partially by other governmental agencies. This data, filed with other governmental agencies, is in agreement with and supported by the accounting records. Highway Funds The City complied with the legal requirements, Article IX, Section 3a of the Oregon Constitution pertaining to the use of revenue from taxes on motor vehicle fuel. This report is intended solely for the information and use of the City Council and management of the City of Tigard, Oregon, the Oregon Secretary of State Audits Division, and is not intended to be and should not be used by anyone other than these specified parties. GROVE, MUELLER & SWANK, P.C. CERTIFIED PUBLIC ACCOUNTANTS By: ' - ' "d' Charles A. Swank, A Shareholder January 29, 2010 159 Agenda Item # 3 Meeting Date March 30, 2010 CCDA AGENDA ITEM; SUMMARY City Of Tigard, Or Issue /Agenda Title Presentation of the June 30, 2009 Annual Financial Report. D Prepared By: ebbie Smith -Wagar Dept Head Approval: Y' t. J Cin' Mgr Approval: ISSUE BEFORE THE COUNCIL Presentation of the Annual Financial Report for the fiscal year ended June 30, 2009. A representative of the firm that conducted the review, Grove, Mueller, and .Swank, will be present to answer questions. .STAFF RECOMMENDATION No Council action - required. KEY FACTS AND INFORMATION SUMMARY The review was completed in February and the Annual Financial Report (CAFR) is ready for distribution. OTHER ALTERNATIVES CONSIDERED None CITY COUNCIL GOALS Not Applicable ATTACHMENT LIST • Annual Financial Report FISCAL NOTES None. CITY CENTER DEVELOPMENT AGENCY II il f UlTili\ imiu\u _ � F il I i � W ___ ---- / t 1 , . 19°I Afsv I., ir ,.... ,,, I tt 7 ri 33 i Tigard U r b an Renewal District TIGARD CITY CENTER DEVELOPMENT AGENCY ANNUAL FINANCIAL REPORT For the fiscal year ended June 30, 2009 Prepared by: City of Tigard - Financial and Information. Services Department City Center Development-Agency Table of Contents Mayor and City Council Members 3 Independent Accountant's Review Report 4 Management's Discussion and Analysis 6 Basic Financial Statements 10 Government -Wide Financial. State ments Statement of Net Assets 11 Statement of Activities 12 Fund Financial Statements - Governmental Funds Balance Sheer 13 Statement of Revenues and Expenditures 14 Notes to Basic Financial Statements 15 Supplementary Data 21 Schedules of Revenues and. Expenditures - Budget. and Actual: Urban Renewal Agency Debt Service Fund 22 Urban Renewal Agency Capital Projects Fund 23 Schedule of Property Tax Transactions and Outstanding Balances: Urban Renewal Agency Debt Service Fund 24 Schedule of Future Debt Service.Requirements: Urban Renewal Agency Debt Service Fund 25 Accountant's Review Comments and Disclosures Required by State Regulations 26 2 Tigard City Center Development Agency Fiscal Year 2008 -2009 CITY CENTER DEVELOPMENT AGENCY BUDGET COMMITTEE Jason Snider Craig Dirksen Rick Parker Gretchen Buchner John Bailey Sydney Sherwood Dena Struck Marland Henderson Cameron James Nick Wilson Brian McCarry (Alternate) CITY CENTER DEVELOPMENT AGENCY BOARD Craig Dirksen, Chair Gretchen Buehner Nick Wilson Sydney Sherwood Marland Henderson EXECUTIVE DIRECTOR Craig Prosser COMMUNITY DEVELOPMENT DIRECTOR Ron Bunch REDEVELOPMENT SENIOR PLANNER Sean Farrelly FINANCIAL and INFORMATION SERVICES DIRECTOR Toby LaFrance CITY CENTER DEVELOPMENT AGENCY City of Tigard 1,13125 Hall Blvd. 1 Tigard, OR 97223 503- 639 -4171 3 S S .KS. 1t ' 4 .. 11! f £x � .;:,.., Itrr'.; . .; - ..,,i.,' , , . 1 ;?74.,.., Ant, .. yf u +l ' A , I d a ..: P` 7 y GROVAEt,MLIELILER`& SWANK P'Cs ie sr rtx: «Qd„ r c. y ' CERTIIIEU I UBLICACCOUN IAN LSIAND CONSULTAN lS..F . 475 Cottage Street NE, Suite.200, Salem, Oregon 97401 (503) 587 -7788 INDEPENDENT ACCOUNTANT'S' REVIEW REPORT Honorable Mayor and Council Members Tigard City Center Development Agency 13125 Hall Boulevard Tigard, Oregon 97223 We have reviewed the accompanying financial statements of the governmental activities and each major fund of the Tigard City Center Development Agency (a component unit of the City of Tigard, Oregon) as of and for the year ended June 30, 2009, which collectively comprise the Agency's basic financial statements, as listed in the table of contents. Our review was made in accordance with Statements of Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. All information included in these financial statements is the representation of the District's management. A review consists principally of inquiries of the Agency's personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit in accordance with auditing standards generally accepted in the United States of America, the objective of which is the expression of an opinion regarding the financial statements taken as a whole. Accordingly, we do not express such an opinion. Based on our review, we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in conformity with accounting principles generally- accepted in the United States of America.. Management's discussion and analysis is not a required part of the basic financial statements, but is supplementary information required by accounting standards generally accepted in the United States of America. We have applied certain limited procedures that consisted principally of inquiries of management regarding the methods of measurement.and presentation of the supplementary information. However, we did not audit or review the information and express no opinion or assurance on it. Our review was made for the purpose of expressing limited assurance that there are no material modifications that should be made to the basic-financial statements in order for them to be in conformity with accounting principles generally accepted in the United States of America. The supplementary information is not a required part of the basic financial statements, but is supplementary information required by accounting principles generally accepted in the United States of America. Such information 4 has been subjected to the inquiry and analytical procedures applied in the review of the basic ' financial statements and we did not become aware of any material modifications that should be made to such information. GROVE,. MUELLER & SWANK, P.C. CERTIFIED PUBLIC ACCOUNTANTS B By: Charles A. Swank, A Shareholder January 25, 2010 5 Management's Discussion and Analysis As part of this Annual Financial Report, the Tigard City Center Development Agency (Agency) offers readers this narrative overview and analysis of the financial activities of the Agency for the fiscal year ended June 30, 2009. It focuses' on significant financial issues, major financial activities, and resulting changes in financial positions, as:well as economic factors affecting the Agency. This Management's Discussion and Analysis (MD &A) is based on currently known facts, decisions, and conditions that existed as of the date of the report. Financial Highlights • There were expenses, of $39,603 for FY 2008 The payments were for development and design ofthe downtown area as well as property relocation services. • The Agency recognized $120,642 in revenue from property taxes and interest earnings. Overview of the Financial Statements The follo,wing•discussion and analysis is intended to serve as an introduction to the Agency's basic financial statements. The Agency's basic financial statements:include three components: 1. Government -wide financial statements, 2. Fund financial statements, and 3. Notes to the financial statements. Government -wide financial statements Government -wide financial statements are designed to provide readers with a broad overview of the Agency's finances, in a manner that is similar to a private - sector business. The .Statement -o6Net Assets presents information on all of the Agency's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the Agency is improving or deteriorating. The Statement of Activities presents information on how the Agency's net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in the statement for some items that will result in cash flows in a future period, such as earned but uncollected property taxes. The government -wide financial statements indicate that the functions of the Agency are principally supported by property taxes and are considered governmental activities. The Agency does not have business activities in which costs are covered through user fees or charges. 6 Fund Financial Statements A fund is,agrouping of related accounts that is used to maiptain.control over resources that have been segregated for specific activities or functions. The Agency uses fund accounting to ensure and demonstrate compliance with finance - related legal requirements. All of the funds of the Agency are considered governmental funds. Governmental funds are used to account for Agency functions that are supported primarily by taxes and intergovernmental revenues. These are essentially the same functions that are repotted as governmental activities in the government -wide financial statements. Unlike government -wide financial statements, governmental fund financial statements focus on the acquisition and use of spendable resources, as well as balances of available spendable resources at the end of the fiscal year. Such information may be useful in evaluating the Agency's near -term requirements. The Agency maintains two separate governmental funds consisting of the Urban Renewal Debt Service Fund and the Urban Renewal Capital Projects Fund. Information is presented separately in the governmental fund balance sheet and in the governmental funds statement of revenues and expenditures. Notes to the basic Financial Statements The notes provide additional information that is essential for a full understanding of the data provided in the government -wide and fund financial statements. They are an integral part of the financial statements and should be read in conjunction with them. Government - wide Financial Analysis As noted earlier, net assets may serve over time as a useful indicator of the Agency's financial position. In the case of the Agency, assets decreased due to the first loan from the City of Tigard for capital projects. Tigard City Center Development Agency Statement of Net Assets June 30, Governmental Activities 2009 2008 ASSETS: Current and other assets $ 187,553 $ 39,662 Property taxes receivable 3,695 - Capital assets 256,046 Total assets 447,294 39,662 LIABILITIES: Other liabilities 2,977 - Long-term debt 323,616 - Total liabilities 326,593 - NET ASSETS: .Investment in capital assets, net of related debt (39,603) - Restricted 160,304 39,662 Total net assets $ 120,701 $ 39,662 7 Tigard City Center Development Agency Governmental Activities Change Net Assets For the Year Ended June 30, REVENUES: 2009 2008 General revenues: Property taxes $ 117;744 $ 38,469 Inte rest earnings 2,898 1,193 Total revenues 120,642 39,662 EXPENSES: Capital projects 39,603 - Excess (deficiency) of revenues over expenses 81,039 39,662 . Change in net assets 81,039 39,662 Net assets - beginning 39,662 - Net assets - ending $ 120;701 $ 39,662 Capital Assets As of June 30, 2009 the Agency had invested $256,046 in capital assets as reflected in the following table. Land $. 256,046 The Agency invested in land right-of- -way purchases in order to construct improvements in the Downtown Tigard area per the Urban Renewal Plan. Economic Factors and Next Year's Budget The Tigard City Center Development, Agency budget consists of two funds: The Capital Projects Fund and the Debt Service Fund. The Capital Projects Fund is supported by loans from the City of Tigard. These loans will be repaid with interest once the District begins generating enough tax increment revenue. The fund-supports portions of two projects: that portion of the Burnham Street project that is directly attributable to the Agency's plans for downtown, including wider sidewalks and the installation of street furniture and medians; and the local match to the Metro Green Street grant for the design of the Main Street Improvements. The Debt Service Fund reflects the revenues anticipated to be generated by the growth in the assessed value of the urban renewal district. In FY 2009 :10 we expect that increment to be $177,004 which is reflective of the anticipated growth in the assessed value of the District. This fund also contains a beginning fund balance of $157,579, which represents the•tax increment collected in FY 2007 - 08 and FY 2008 -09. Under state law, these revenues may only be used for the repayment of indebtedness. 8 Under the Intergovernmental Agreement (IGA) between the Agency and the City of Tigard, loans from Tigard to the Agency repaid in ten equal payments on the principle starting ten years after the loan; however, interest payments start in the second year after the loan. In FY 2008 -09, the Agency took its. first loan front Tigard General.Fund in the amount of $323,616. Since the IGA with Tigard states that 'interest payments start in the second year after the loan, no payments will be necessary tinti1,FY 2010 -11 and no loan repayments are budgeted in FY 2009 -10. Requests for Information This financial report is designed to provide a general .overview - of the Agency's finances for all those with an interest in the government's finances. Questions concerning any of the information provided in this report or requests for additional financial information'should be addressed to the Financial and Information Services Director, City of Tigard, 13125 SW Hall Blvd., Tigard, Oregon 97223. 9 Tigard City Center Development Agency Statement of Net Assets June 30, 2009 Governmental Activities ASSETS: Current and other assets $ 187,553 Property taxes receivable 3;695 Capital assets 256 ;046 Total assets 447,294 LIABILITIES: Other liabilities 2,977 Long -term debt 323;616 Total liabilities 326,593 • NET ASSETS: Investthent,in'capital assets, net of related debt (39,603) Restricted for service 160,304 Total netassets $ 120,701 See independent accountant's review report and notes to.financial statements Tigard City Center Development Agency Statement of Activities Year Ended June 30, 2009 Net (Expense) /Revenue and Change in Net Program Revenues Assets Total Charges for Governmental Functions/Programs Expenses Services Activities Governmental activities: Community development $ 39,603 $ - $ 39,603 Total governmental activities $ 39,603 $ - $ 39,603 General revenues: Property taxes 117,744 Interest earnings 2,898 Total general revenues 120,642 Change in assets 81,039 Net assets - beginning 39,662 Net assets - ending $ 120,701 See independent accountant's review report and notes to financial statements 12 Tigard City Center Development Agency Balance Sheet - Governmental Funds June 30, 2009 Total Debt Capital Governmental Service Projects Funds ASSETS: Cash and investments $ 156,609 $ 30,944 $ 187,553 Property taxes receivable 3,695 - 3,695 Total assets $ 160,304 $ 30,944 $ 191,248 LIABILITIES AND FUND BALANCES: LIABILITIES: Accounts payable and accrued liabilities $ - $ 2,977 $ 2,977 Deferred revenues: Property taxes 2,725 - 2,725 Total liabilities 2,725 2,977 5,702 FUND BALANCES: Unreserved 157,579 27,967 185,546 Total fund balances 157,579 27,967 185,546 Total liabilities and fund balances $ 160,304 $ 30,944 Capital assets used governmental activities are not financial' resources and are not reported in the funds. 256,046 Long -term assets not available to pay for current- period expenditures and, therefore, are deferred in the funds: Property taxes earned but not available 2,725 Long -term liabilities - not reported in.funds: Loan from City.of Tigard, not due and payable in the current period (323,616) Net Assets of Governmental Activities $ 120,701 See independent accountant's review report and notes to financial statements 13 Tigard City Center Development Agency Statement of Revenues and Expenditures - Governmental Funds Year Ended June 30, 2009 Total Debt Capital Governmental Service .Projects Funds REVENUES: Taxes $ 115,019 $ - $ 115,019 Interest earnings 2,898 - 2,898 Total revenues 117,917 - 117,917 EXPENDITURES: Capital projects - 295,649 295,649 Change in fund balance before other financing sources: 117,917 (295,649) (177,732) Other financing sources: Proceeds from issuance of debt - 323,616 323,616 Change fund balance 117,917 27,967 145,884 FUND BALANCE, BEGINNING OF YEAR 39,662 - 39,662 FUND BALANCE, END OF YEAR $ 157,579 $ 27,967 $ 185,546 Net change in fund balances- total governmental funds $ 145,884 Governmental funds report capital outlays as expenditures while governmental activities report depreciation expense to allocate those expenditures over the life of the asets., Expenditures for capitalized assets 256,046 Property taxes reported in the government - wide -as. revenue. 2,725 Other financing sources reported in the government wide statements as a liability. (323,616) Change in Net Assets of Governmental Activities $ 81,039 See independent accountant's review report and notes to financial statements 14 Summary of Significant Accounting Policies: Year Ended June 30, 2009 The financial statements of the Tigard City Center Development Agency (Agency) have been prepared in accordance with accounting principles generally accepted in the United States of America (GAAP) as - applied to government units. GAAP statements include all relevant Governmental Accounting•Standards Board (GASB) pronouncements. The Agency The Tigard City Center Development Agency was approved on May 16, 2006 with plans to commence operations during fiscal year 2009 under the provisions of Oregon Revised Statutes, Chapter 457 (ORS '457), to provide improvements in the downtown area so that it will be economically healthy while maintaining its "uniquely Tigard" character. The Tigard City Center Development Agency is a legally separate entity, which is governed by a board comprised of the City Council, as stipulated in the bylaws. The Council.has the ability to impose its will on the Agency as determined on the basis of budget adoption, taxing authority, and funding. The purpose of the Agency is to undertake urban renewal projects and activities pursuant to the City's downtown redevelopment plan. The financial results of the Agency are reported herein as adebt service fund and a capital projects fund. The Agency is a blended component unit of the City of Tigard and its financial activities are included in the basic financial statements of the City. The Agency boundaries include primarily the City's central business district, general commercial district and professional commercial district. Basic Financial Statements The Agency's financial operations are presented at both the government-wide and fund financial levels. All activities of the Agency are categorized as governmental activities. Government -wide financial.statements The statement of net assets and the statement of activities display information about the Agency as a whole. These statements include all the financial activities of the Agency. The statement of activities presents a comparison between direct expenses and program revenues for each function of the Agency's governmental activities. Direct expenses and revenues are clearly identifiable with a specific function. All costs are supported by general revenues which include property taxes and interest earnings. Fund financial statements These statements display information at the individual fund level. Each fund is considered to be a separate accounting entity. Funds -are classified and summarized as governmental, proprietary and fiduciary. Currently the Agency has only governmental fund types. 16 Basis of Presentation The financial transactions of the Agency are recorded in individual funds. Each fund is accounted for by providing a separate set of self - balancing accounts that comprises its assets, liabilities, fund equity, revenues and expenditures /expenses. Professional standards set forth minimum criteria (percentage of the assets liabilities, revenues or expenditures /expenses or either fund category or the governmental and enterprise combined) for the determination of major funds. For purposes of presentation, each of the Agency's funds is presented as a major fund. The Urban Renewal Debt-Service Fund accounts for the;accumulation of resources and payments for long -term debt related to the Tigard City Center Development Agency. The Urban RenewalCapital :Projects Fund accounts for the acquisition and development of capital assets related to the Tigard City Center Development Agency. Measurement Focus and Basis of Accounting Measurement focus is a term used to describe which transactions are recorded with the various financial statements. Basis of accounting refers to when transactions are recorded, regardless of the measurement focus. The government -wide financial statements are reported using the economic resources measurement focus and the full accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. The governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable.and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the Agency considers revenues to be available if they are collectible within 60 days of the :end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, long -term debt and compensated absences are recorded only when payment is due. Since the governmental fund statements are presented on a different measurement focus and basis of accounting than the government -wide statements, reconciliation is necessary to explain the adjustments needed to transform the fund based financial statements into the government -wide presentation. Cash and Investments For purposes of the statements of cash flows, the Agency considers cash equivalents as all highly liquid debt instruments purchased with maturity of three months or less. Investments included in cash and cash equivalents are reported at fair value. 17 Capital Assets Capital assets, which include property, plant, equipment and infrastructure assets (e.g. roads, pathways, street lights, etc.) are reported in the applicable governmental type activities columns in the government -wide financial statements. Capital assets are charged to expenditures as purchased or constructed in the governmental fund statements, and capitalized in the government -wide financial statements. Capital assets are recorded at historical cost or estimated historical cost. Donated assets are recorded at estimated fair market value as of the date of the donation. Capital assets are defined the Agency as assets with an initial, individual cost of $5,000 or more, and an estimated useful life of greater than one year. Additions or improvements and other capital outlays that significantly extend the useful life of an asset, or that significantly increase the capacity of an asset are capitalized. Other costs for repairs and maintenance are expensed as incurred. Depreciation on exhaustible assets is recorded as an allocated expense in the Statement of Activities with accumulated depreciation reflected in the Statement of Net Assets and is provided on the straight -line basis over the following estimated useful lives: Asset Years Buildings and improvements 25 -40 Itnprovernents other than buildings 10 -20 Utility systems 25 -40 Infrastructure 20 -40 Fund Equity In the fund financial statements, governmental funds report reservations of fund balance for amounts that are not available for appropriation or are legally restricted by outside parties for use for a specific purpose. Designations of fund balance represent tentative management plans that are subject to change. The Agency currently has no designations of fund balance. Use of Estimates In preparing the Agency's financial statements, management is required to make estimates and assumptions that affect the repotted amounts of assets and liabilities, the disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenues and expenses /expenditures during the reporting period. Actual results could differ from those estimates. 1. Stewardship, Compliance, and Accountability: Budgets The Agency's budget is prepared in accordance with. Oregon local budget law. All annual appropriations lapse at fiscal year end. During' the month of February each year, the Agency submits requests for appropriations to the City Manager that a budget may be prepared. In June, the proposed budget is presented to the City Council for approval. The Council holds public hearings and a final budget must be prepared and adopted no later than June 30. 18 The adopted budget is prepared by fund and function. The legal level of budgetary control, (i.e., the level at which expenditures may not legally exceed appropriations) is the fund and function level. 2. Cash and Investments: The Agency's cash and investments reported on statement of net assets represent the Agency's share of the City's cash and investment pool. The Agency's participation in the cash and investment pool is involuntary. Interest earnings from this . pool are allocated to the Agency on a monthly basis. At June 30, 2009 the Agency's share of the City's cash and investment pool totaled $187,553. Information about the pooled investments is included in the City's annual financial report and may obtained by contactingthe City's Finance Department at 13125 SW Hall Blvd., Tigard, OR 97223. 3. Risk Management: As a component unit of the City, the Agency is exposed to various risks of loss related to torts; theft of, damage to and destruction . of assets; errors and omissions; and natural disasters for which the City carries commercial insurance. The City has - established risk management programs for liability - insurance coverage. The Agency is covered under policies and programs insuring the City. There were no insurance claims attributable to the Agency as of June 30, 2009. 4. Receivables and Payables: Property taxes are levied and become a lien on July 1. Collection dates are November 15, February 15, and May 15 following the lien date. Discounts are allowed if the amount due is received by November 15 or February 15. Taxes unpaid and outstanding on May 16 are considered delinquent. 5. Capital Assets: Capital assets include land right -of -way purchases for the Burnham Street reconstruction, which includes plans for wider sidewalks, landscaped medians, pedestrian crossings and on- street parking. Balance Balance July 1, 2008 Additions Depreciation June 30, 2009 Land $ - $ ,256,046 $ - $ 256,046 6. Long -term Debt: The Agency received a loan of $323,616 from the City of Tigard for urban renewal projects approved in the Urban Renewal Plan. The interest rate calculated.for the loan is based on the same average rate as that earned on other funds invested by the City, which is currently 1 %. 19 'Tigard';City Center Development Agency Schedule of Long -Term Debt Transactions For the fiscal year ended June 30, 2009 Debt•Transactions Interest Outstanding Outstanding June 30, 2008 Additions Paid June 30, 2009 Paid Loan from City of Tigard for urban renewal projects. Annual interest only payments starting. June 30, 2011. Annual premium payments starting June.30,2019. $ - $ 323,616 $ - $ 323,616 $ - Future debt service requirements are as follows: Fiscal Year Ending J une 30 Principal Interest Total 2010 $ - $ - $ - 2011 - 3,236 3,236 2012 - 3,236 3,236 2013 - 3,236 3,236 2014 - 3,236 3,236 2015 -2019 32,362 16,181 48,543 2020 -2024 161,808 11,327 173,135 2025 - 2028 129,446 3,236 132,682 $ 323,616 $ 43,688 $ 367,304 See independent accountant's review report 20 Tigard City Center Development Agency Urban Renewal Agency Debt'Sei-vice Fund Schedule of Revenues and Expenditures - Budget and Actual For the fiscal year ended June,30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Property taxes $ 41,000 $ 41,000 $ 115,019 $ 74,019 Interest earnings 3,000 3,000 2,898 (102) Total revenues 44,000 44,000 117,917 73,917 EXPENDITURES: Debt service 80,000 80,000 - 80,000 Change in fund balance (36,000) (36,000) 117,917 153,917 FUND BALANCE BEGINNING OF YEAR 40,750 40,750 39,662 (1,088) FUND BALANCE END OF YEAR $ 4,750 $ 4,750 $ 157,579 $ 152,829 See independent accountant's review report 22 Tigard.City Center Development Agency Urban Reiiewal Agency Capital Projects Fund Schediile of Revenues and`Expenditures - Budget and Actual For the fiscalyear eiadedJinie 30, 2009 Variance Budgeted Amounts Actual Over REVENUES: Original Final Amounts (Under) Intergovernmental revenues $ 380,000 $ 380,000 $ - $ (380,000) EXPENDITURES: Capital projects 379,269 379,269 295,649 83,620 Change in fund balance before other financing sources (uses) 731 731 (295,649) (296,380) Other financing sources (uses): Proceeds from issuance of debt - - 323,616 323,616 Change in fund balance 731 731 27,967 27,236 FUND BALANCE BEGINNING OF YEAR - - - - FUND BALANCE END OF YEAR $ 731 $ 731 $ 27,967 $ 27,236 See independent.accountant'sreview report 23 'Tigard City Center Development Agency Urban Renewal Agency Debt Service Fund Schedule of. Property Tax Transactions and Outstanding Balances For the fiscal year ended June 30, 2009 Property Levy as Interest, Property Taxes Extended Discounts Taxes Year of Receivable by and Receivable Levy July 1, 2008 Assessor Adjustments Turnovers June 30, 2009 2008 -09 $ - $ 120,906 $ (3,209) $ 114,002 $ 3,695 See independent accountant's review report 24 Tigard City Center Development Agency Urban Renewal Agency Debt Service Fund Schedule. of Future Debt Service Requirements For the fiscal year ended`June. 2009 Future debt service requirements are as follows: Fiscal Year Ending June 30 Principal Interest Total 2010 $ - $ - $ - 2011 - 3,236 3,236 2012 - 3,236 3,236 2013 - 3,236 3,236 2014 - 3,236 3,236 2015 -2019 32,362 16,181 48,543 2020 -2024 161,808 11,327 173,135 2025 -2028 129,446 3,236 132,682 $ 323,616 $ 43,688 $ 367,304 See independent accountant's review report 25 TIGARD, CITY CENTER DEVELOPMENT AGENCY ACCOUNTANT'S REVIEW COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS YEAR ENDED JUNE 30, 2009 Oregon Administrative Rules 162 -40 -000 through 162 -40 -160 of the Minimum Standards for Review of Oregon Municipal Corporations, 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 annual financial reports. Required comments and disclosures related to our review of such financial statements and schedules are set forth on the following pages. Significant Accounting Policies The significant accounting policies followed in preparing the Agency's financial statements are summarized in the notes to the basic financial statements. Organization and Fund Structure The organization and fund structure of the Agency is documented on the title page and in•the notes to the basic financial statements. Internal Accounting Control We have reviewed the financial statements of the Tigard City Center Development Agency as of and for the year ended June 30, 2009, and have issued our report thereon dated January 25, 2010. In accordance with Statements of Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants, we performed inquiry and analyzed procedures related to the accounting records and adequacy of accounting and internal control systems. No material weaknesses were noted. Indebtedness The Agency has no general. obligation bonded indebtedness. We noted no defaults in principal, interest, sinking fund. or redemption provisions with respect to any of the City's liabilities, and no breach of the bond agreements, at June 30, 2009. Adequacy of Collateral Securing, Depository Balances We are not aware of any failure to comply with Oregon Revised Statutes Chapter 295 in relation to deposit accounts. Budget Compliance We are not aware of any failure to comply with Local Budget Law (ORS 294) in the preparation, adoption and execution of the budget and tax levies. for fiscal years ending June 30, 2009 and 2010. Insurance and Fidelity Bonds We are not aware of any failure to comply with legal requirements relating to insurance coverage at June 30, 2009. Investments We are not aware of any failure to comply with ORS 294, as it pertains to investment of public funds, during the year ended June 30, 2009. 26 TIGARD CITY CENTER DEVELOPMENT AGENCY ACCOUNTANT'S REVIEW COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS (Continued) YEAR ENDED JUNE 30, 2009 Public Contracting and Purchasing We are not aware of any failure to comply with the legal requirements relating to public contracting, purchasing procedures and construction of public improvements. Highway Funds The Agency received no revenue from taxes on motor fuel under Article IX, Section 3a of the Oregon Constitution. Programs Funded from Outside Sources and Financial Reporting Requirements The Agency had no programs funded from outside sources. This report is intended for the information and use of the City Council and management of the Tigard City Center Development Agency and is not intended to be and should not be used by anyone than those specific parties. GROVE, MUELLER &'.SWANK, P.C. CERTIFIED PUBLIC ACCOUNTANTS 1 ✓ Le By: Charles A. Swank, A, Shareholder January 25, 2010 27 1 Agenda Item # Meeting Date March 30, 2010 COUNCIL AGENDA ITEM SUMMARY City Of Tigard, Oregon Issue /Agenda Title Presentation of Draft Tigard 2035 Transportation System Plan (TSP) Prepared By: Judith Gray/Darren Wyss Dept Head _Approval: City Mgr Approval: C^ ISSUE BEFORE THE COUNCIL Receive presentation on the draft 2035 Tigard Transportation System Plan (TSP). STAFF RECOMMENDATION Receive presentation and provide comment. KEY FACTS AND INFORMATION SUMMARY City Council will receive a presentation on the project to update the Tigard Transportation System Plan (TSP). The presentation will be given by the consultant team from Kittelson & Associates, Inc. The TSP is a long -range plan that provides the City with answers to current and future transportation needs and a blueprint for transportation investments. City staff has briefed Council regularly about specific TSP elements during the course of the work. This presentation is intended to provide Council with an understanding of the whole TSP. The consultant team will review the process, present key findings,,and outline the transportation improvements proposed in the updated TSP. Time will be available for questions. from Council. The intention of this presentation is not to begin reviewing the document for potential changes, but to provide a general understanding of the TSP prior to the public hearing process. Following this presentation, the next:step will be a series of work sessions in April and May with the Planning Commission leading up to the legislative public hearing tentatively scheduled for June 7, 2010. The Planning Commission will make a recommendation to Council on final TSP and concurrent text amendments to the Comprehensive Plan's Transportation Chapter. New language will come directly from the goals and policies developed for the TSP. Staff willbring the Planning Commission's recommendation to Council in summer 2010 for workshops and a public hearing. The first workshop is tentatively scheduled for July. The adoption draft TSP is included as Attachment 1. OTHER ALTERNATIVES CONSIDERED None L \LRPLNVCouncil Materials32010 \330 -10 AIS Presentation of Draft Tigard 2035 Transportation System Plan.docx 1 • CITY-COUNCIL GOALS la. Complete the Transportation System Plan. ATTACHMENT LIST Attachment 1: Adoption Draft TSP Fisca NOTES The update of the Tigard Transportation System Plan was funded. with $175,798 by the Oregon Department of Transportation from its Transportation and Growth Management (TGM) program. Kittelson & Associates, Inc. was contracted to perform the update. The City was required to provide an 11 % match of staff time and materials. 1:ALRPI.NVCouncil DlaterialsV2010 \33010 : IS Presentation of Draft Tigard 2035 Transportation System Plan.docx 2 1 IN3WEDVIIV 0 LOZ goielN City of Tigard 2035 Transportation System Plan Tigard, Oregon Prepared,For: City of Tigard 13125 SW Hall Boulevard Tigard, OR 97223 (503),639 -4171 Prepared By: Kittelson & Associates; Inc. 610 SW Alder, Suite.700 'Portland, OR 97205 (503)228 -5230 March 2010 This project was partially funded by a grant from the Transportation and Growth Management (TGM) Program,,a.joint program of the Oregon Department of Transportation (ODOT) and.the Oregon Department of Land Conservation and Development (DLCD). This TGM grant is financed, in part, by federal Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (SAFETEA -LU), local government, and the State of Oregon funds. 2035 Tigard Transportation System Plan - DRAFT March 2010 TableTof Contents Table of Contents Section 1 Introduction 14 Section 2 Goals and Policies 22 Section 3 Transportation Planning Toolbox 30 Section 4 Development of the TSP 48 Section 5 Transportation System Plan 70 Section 6 Transportation Funding Element 140 Section 7 References 154 v March 2010 2035 Tigard Transportation System Plan - DRAFT Table of Contents List of Figures Figure 4 -1 Environmental Resources 51 Figure 4 -2 Environmental Justice Populations 53 Figure 4 -3 Forecast Growth in Households 57 Figure 4 -4 Forecast Growth in Employment - 59 Figure 5 -1 Plan Area Map 71 Figure 5 -2 Roadway Functional Classification Map 77 Figure 5 -3 Truck Routes 79 Figure 5 -4 Future Roadway Improvements 103 Figure 5 -5 Future Travel Lanes /Right of Way Needs 104 Figure 5 -6 Future Pedestrian Network 107 Figure 5 -7 Future Bicycle Network - 109 Figure 5 -8 Future Transit System 111 Figure 5 -9 Transportation Improvements (Near Term Projects) - 115 Figure 5 -10 Transportation Improvements (Near -Term & Mid -Term Projects) 117 Figure 5 -11 Transportation Improvements (All Projects) 119 Figure 5 -12 Tigard Triangle Planned Facilities 125 Figure 5 -13 WSRC Planned Facilities 129 Figure 5 -14 Downtown Circulation Plan 133 Figure 5 -15 Downtown Planned Facilities 135 vi 2035 Tigard Transportation System,Plan - DRAFT March 2010 TableofContents: List of Tables Table 3 -.1 Maximum SIngle Occupancy Vehicle Mode Shares 31 Table•3 -2 City of Tigard Travel Aspiration Mode.Shares - 31 Table 3 -3 TDM Strategies and Typical Implementing Roles 34 Table 3 -4- Transit Strategies and Typical Implementing Roles 42 Table 3 -5 TSM and Access Management Strategies for Tigard 46 Table 4 -1 2035 Household and Employment'Projections 55 Table 4 -2 Qualitative Rating System 64 Table 5 -1 Neighborhood.Traffic management Performance 81 Table 5 -2 Multi -modal Project Improvement List - 88 Table 5 -3 Future Plans &Studies- 121 Table 6 -1 Forecast City Transportation Revenues For Captial Projects (2009 Dollars) 140 Table 6-2 Forecast Non -City Transportation Revenues For Captial Projects (2009 Dollars) 141 Table,6 -3 Transportation .Project Cost Summary by Priority 142 Table 6 -4 Financially Constrained Project List 143 vii March 2010 2035 Tigard Transportation System Plan - DRAFT Table of Contents List of Exhibits Exhibit 1 Pedestrian Hybrid Signal Example '35 Exhibit 2 Marked Crosswalk Example 36 Exhibit 3 Unmarked Crosswalk Example 37 Exhibit 4 Example Bicycle Lane 38 Exhibit 5 Low- traffic Bikeway Example 39 Exhibit 6 Example of Shared -lane Pavement Markings 40 Exhibit 7 Alternatives Analysis and Project Evaluation Sieves 62 viii 2035 5 - Tigard Transportation System Plan - DRAFT March 2010 Table of. Contents Appendices (Under Separate Cover) VOLUME 2'TECHNICAL APPENDIX Appendix•A TSP'and Implementing Ordinance Compliance Appendix B Neighborhood Trails Plan Appendix C Tigard Metro Regional Mobility Corridors Appendix D TSMO Projects on Tigard Regional Mobility'Corridors VOLUME 3 TECHNICAL APPENDIX Technical Memorandum #1 Plans and Policy Review Technical Memorandum #2 Goals and Objectives Technical Memorandum #3 Base Year Conditions Analysis Technical Memorandum #4 Transportation Needs &Deficiencies Technical Memorandum #5 Transportation Systems Solutions ix March 2010 2035 Tigard Transportation System Plan - DRAFT Table of Contents Preface The progress of this plan was guided by the Project Management Team (PMT) made up of City of. Tigard staff with input from the Oregon Department of Transportation (ODOT). The project also guided by a Technical Advisory Committee (TAC), Citizens Advisory Committee (CAC), City Council and Planning Commission. The TAC provided guidance on technical aspects of the 2035 Tigard Transportation System Plan (2035 TSP) and consisted of staff members from the surrounding communities. The CAC ensured that the needs of people in the community of Tigard are incorporated in the 2035 TSP. The CAC consisted of:Tigard:residents who provided input throughout the process. Membership of these different groups is shown below. City of Tigard Project Management Team (PMT) Marah Danielson Judith Gray ODOT Region 1 Senior Planner City of Tigard, Senior Transportation Planner Mike McCarthy, P.E. Darren Wyss City of Tigard, Senior Project Engineer City of Tigard, Senior Planner • City Council Craig Dirksen, Mayor Marland Henderson Nick Wilson, Council President Sydney Webb Gretchen Buchner Planning Commission David Walsh, President Karen Fishel Jeremy Vermilyea, Vice President Timothy L Gaschke Tom Anderson Stuart I- Iasman Rex Caffall Matthew Muldoon Margaret Doherty x 2035 Tigard Transportation Plan.- DRAFT March 2010 Table:of Contents Kittelson & Associates, Inc. Elizabeth,Wemple,.P.E. .Susan.,Wright, P.E. Associate Engineer Senior Engineer . Michael Houston Shaun Quayle, P.E. Transportation Analyst Engineer Wen Si Casey Bergh Transportation Analyst Engineering Associate Angelo Planning Group DJ Heffernan Shayna Rehberg, AICP Project Manager Planner Technical Advisory Committee Gus Duenas Matt Crall City of Tigard, City Engineer DLCD, Regional Representative Kaaren Hofmann Steve L. Kelley City of Tualatin, Civil Engineer Washington'County, Senior Transportation Planner Jabra Khasho Karen Mohling CityofBeaverton, Transportation Engineer Tualatin Valley Fire & Rescue, Deputy Fire Marshal Josh Naramore Roland Signett Metro, Associate Transportation Planner City of Durham, City Manager Jessica Tump David Wells TriMet, Planner King City, City Manager Citizen Advisory Committee Pati - ick Harbison Stu Hasman Gary.Jelinek James Knowlton Cindy Padilla Jennifer Stanfield Christopher Warren Randy Wooley Xi 2035 Tigard Transportation System Plan - DRAFT March 2010 Introduction TheTigard Transportation Planning Environment Transportation. planning in Tigard is shaped by opportunities and constraints as much as by transportation' needs. Growth within Tigard and in the surrounding increases travel demand and associated congestion. The built environment makes major roadway expansions costly to construct. At the same time that these costs rise, competition is high for scarce transportation funding resources. There is also a greater awareness of the negative impacts that come from creating an environment geared toward' reliance on .personal automobile travel. There is growing concern about greenhouse gas (GHG) emissions as wellgas dependency on foreign oil. Reliance on automobile_ travel is also one culprit in the rise of obesity, including among children. While there are myriad, strategies to combat these issues; a critical role for transportation is the provision of a balanced, multi -modal transportation system. These challenges — the built environment, high costs, limited funding, environmental' impacts, and personal health issues — were significant in shaping 'the 2035 Tigard TSP. At the same time, they helped direct the plan toward opportunities to integrate Tigard's transportation system with regional and state investment plans; to promote land use patterns that support those investments; to minimize impacts to the local community; and, to provide Tigard residents with options for personal,- recreational, and commute travel. Some of the.specific issues and opportunities that influenced the development of the 2035 TSP are summarized below. Transportation System Management As the 'challenges of roadway expansions are increasing, new technologies and practices seek to improve transportation operations through a wide array of management measures. The broad term for these measures is Transportation System Management (TSM). There is growing emphasis at the national, state and regional levels for increasing the application of TSM measures. Examples include improved traffic signal and ..system coordination; transit priority treatments on congested corridors; travel demand management strategies to shift demand toward other modes or time periods »and, access management measures to streamline traffic flow on major corridors. Multi - Modal System Planning Motor vehicle travel is now and will continue to be the primary mode of travel serving Tigard within the2035`TSP horizon. As such; future transportation investments in Tigard must support a safe and reliable roadway system to- accommodate current and. forecast demand. Still, in order to meet the-future travel needs of the community, increased transit, walk, and bike shares are essential to the future transportation system in Tigard, as much as adding roadway capacity for increased demand. This, will be accomplished through a combination . of strategic investments and partnerships that are identified in this Plan, including regional plans calling for multi -modal refinement plans;in corridors, including Pacific Highway. 15 March 2010 2035 Tigard Transportation System Plan - DRAFT Introduction Transit Investments Tigard is facing a tremendous opportunity to gain federal, state, and regional investments for significant transit improvements. The opening of the Westside Express Service (WES) commuter rail line in early 2009 was a first step in establishing urban rail as a transit option for Tigard residents and employees. As a further step to major transit infrastructure, TriMet and Metro have identified the I- Iighway 99W /Barbur Boulevard corridor as the next priority for high capacity transit (HCT) service in the region. Connectivity Connectivity in Tigard is severely challenged by Highway 217, I -5 and the WES commuter /freight rail line as well as Fanno Creek and other natural features. These challenges are exacerbated by a built environment that precludes efficient connections through the prevalent use of cul -de -sacs and other dead -end streets. Such limited service roadways are attractive for neighborhoods because they limit traffic volumes and traffic speeds. However, they contribute to inefficiency in the circulation system and over reliance on major arterials. One of the priority endeavors of the 2035 TSI' is to identify and preserve potential opportunities for future connectivity improvements in order to protect and maximize the function of the existing transportation network. Land Use Patterns The types, intensities, and locations of different land uses major determinants of travel patterns. Land use patterns in the City of Tigard and surrounding areas are suburban in character, with residential areas separated from commercial areas and a relatively low density of development overall. This development pattern results in travel demand that is highly directional according to typical weekday peak periods. Tigard has adopted plans for a more compact urban form in several areas including downtown, the Triangle; and the Washington Square Regional Center (WSRC). The 2035 TSP supports such land use strategies to mitigate the strain on the roadways by shortening home -to -work trips, supporting transit service, and making walk/bike trips more viable for work, shopping, and other activities. Major Roadways Tigard is at the juncture of three major state highways: Highway 99W - Pacific Highway, Highway 217, and I - 5. While they provide major access routes to and from Tigard, they also pose significant barriers and constraints. Highway 217 and I -5 are both limited access freeways. Because they are under ODOT jurisdiction, the City has no direct operational authority over them. Access to and from Tigard is provided by the ramp interchanges, which are also governed by ODOT. Both highways provide critical access to and from Tigard. However, congestion is commonplace along the highways arid at interchanges. Plans for widening have not moved forward largely due to significant costs. Without capacity and. operational improvements, congestion on these facilities results in regional traffic cutting through Tigard as a detour route. 16 2035 figard Transportation System Plan.- DRAFT March 2010 Introduction I- Iighway 99W- Pacific I- Iighway is a statewide highway and freight route carrying more than 50,000 vehicles per day on some sections through Tigard. Traffic°on•the Segnieint•within Tigard (hereafter referred to as Pacific Highway) is divided nearly evenlybetiveen local trips and through traffic. Because it is an at -grade roadway, the high through traffic has a significant impact on adjacent properties: Heavy traffic results in traffic congestion, compromises the pedestrian and bicycle environment, and creates challenges for transit service. The limited capacity for additional traffic threatens to limit development opportunities in Tigard. Strategies to address these local impacts have to be balanced with the Highway 99W- Pacific Highway role from ODOT's perspective, which designates Highway 99W as a statewide highway and freight route. Opportunities to address these competing-needs have been explored in earlier planning and engineering studies, which have been incorporated into the 2035 TSP. Continuous east -west travel on Tigard streets is primarily served by Durham Road and Bonita - McDonald- Gaarde. These routes are frequently constrained during weekday peak periods, with predictable traffic flow reflecting the housing /jobs development patterns in Tigard and the region. To an extent, these roads provide connections between I -5 and neighboring cities. While widening these roadways icould improve traffic flow, the evaluation of such improvements must be balanced with thebenefits for local and through traffic, and the-impacts to be borne by the local community. Special Areas Three areas within Tigard. -- Tigard Triangle, WSRC, and Downtown — represent considerable growth opportunities but also significant transportation challenges. Even when bounded by significant transportation facilities, congestion is an issue for trips to, from, and through these areas. For this reason, an emphasis on mixed -use development that supports transit, walking, and cycling trips is a critical focus of transportation planning-for these areas. They are addressed separately in the main`chapter of this TSP. Plan /Regulatory Context The Oregon Revised Statutes require that the TSP be based•onthe current Comprehensive Plan land uses and that it provide for a transportation system that accommodates the expected growth in population and employment that will result from implementation of the land use plan. Development ofthis "TSP was guided by Oregon Revised Statute (ORS) 197.712 and the Department of Land Conservation and Development (DLCD) administrative rule known as the Transportation Planning.Rule (TPR, OAR 660 - 012). The TPR requires that alternative travel modes be given consideration along with the automobile, and that reasonable effort be applied to the development and enhancement of the alternative modes in providing the future transportation system. In addition, the TPR requires that local jurisdictions adopt land use and subdivision ordinance amendments to protect transportation facilities and to provide bicycle and pedestrian facilities between residential, commercial, and employment /institutional areas. It is further required that local communities coordinate their respective plans with the.applicable county, regional, and state transportation plans. 17 March 2010 2035 Tigard Transportation System Alan - DRAFT Introduction Further requirements were adopted by the Oregon Legislature in 2009 in Oregon House Bill 2001 - Jobs & Transportation Act (JTA). Among the chief changes introduced in JTA is an emphasis on sustainability. JTA requires the development of a least cost planning model, as well as planning for reduction in greenhouse gas (GHG) emissions. Precise implementation measures and evaluate technologies are still under development. However, these elements were integrated in concept in the development of the TSP. The TSP was also prepared consistent with the Portland Metro 2035 Regional Transportation Plan (RTP) which is expected to be adopted in summer 2010. The 2035 RTP provides a regional framework for transportation planning and investment, including implementation of Metro's 2040 Growth Concept. The Tigard TSP Update has been developed in close coordination with the 2035 RTP Update process in order to ensure consistency at the state and regional levels. A memo summarizing how the TSP and implementing ordinances are compliant with the TPR and other regulatory requirements is provided in Appendix A in the Volume 2 Technical Appendix. Planning Work Foundation The development of the TSP began with a review of the local and statewide plans and policies that guide land use and transportation planning in the City. In addition to the previous adopted transportation plan (2002), the TSP incorporates the following other transportation planning efforts: • Washington Square Regional Center Plan (1999) • Washington County 2020 Transportation Plan (2002) • Tigard Downtown Improvement Plan (2005) • Metro Highway 217 Corridor Study (2006) • Tigard Highway 99W Improvement and Management Plan (2007) • Tigard Downtown Circulation Plan (2010) • Metro 2035 Regional Transportation Plan (anticipated in 2010) A complete list of the plans and policies reviewed as part of the project is included in Technical Memorandum #1: Plans and Policy Review included the Volume 3 Technical Appendix. Public Involvement Public involvement for the development and review of the 2035 TSP was achieved in three ways: • Involvement of citizens on the CAC including three committee meetings; • Two public forums and one open house; • Targeted outreach with local community and service organizations; and, • Public hearings as part of the adoption process. 18 2035 Tigard Transportation System Plan - DRAFT March 2010 Introduction Through these.ty.pes of public involvement.and outreach, the citizensof Tigard were provided with opportunities to identify their priorities for future transportatiorfproject§ within the City through a variety of:forums. The City's website as well as an e -mail IS of interested citizens, businesses, City staff boards /commissions, and agencies, was used to announce public meetings, disseminate information; and solicit input /feedback from the community. In addition, City staff met with the City Council.to.present each of the five technical memorandum leading up to the TSP document. ORGANIZATION OF THE TSP The entire2035:Tigard TSP is comprised of a main document(Volume 1) as.well as two volumes of technical:appendices. Volume 1 is the "final report" of the 2035 TSP and includes items that will be of it to the broadest audience. Following this introduction, the goals and policies were developed to :guide the City's long -range vision of transportation system needs. They are included in Chapter 2. Chapter 3 summarizes the process that was undertaken to develop the 2035 TSP, including the detailed analysis of existing and future conditions, and the screening and evaluation of transportation strategies and projects. Chapter 4 provides a transportation planning "toolbox" which helps define some of the terms and concepts that are integrated into the 2035 TSP. Chapter 5 includes specific policy guidelines and standards, as well as-multi -modal improvement projects to address existing forecast transportation needs. Chapter 6 provides a summary of transportation revenues and expenses, with-past trends and forecasts of potential future trends. This chapter also outlines changes in the Tigard codes and policies that are,required to implement the 2035 TSP. Volume 2 includes technical, information that directly supplements the Volume 1, including the specific: implementing ordinances for the TSP and elements of relevant elements from related plans. Volume 3 includes the technical memoranda that were prepared in the development of the 2035 TSP and'includes the detailed data and analysis that were used to prepare the final plan. 19 March 2010 2035 Tigard Transportation System Plan - DRAFT Goals. and Policies Goals and Policies The 2035 Tigard Transportation System Plan. (2035 TSP) goals and policies stated in this section were developed at the outset of the planning process and were used to guide the City's long range vision for the transportation system. They incorporate and build upon existing transportation goals and policies and prior plans adopted by the City. They also integrate regional and statewide planning rules and policy, including the requirement for a multi- modal, balanced approach to transportation policy. The goals and policies reflect the guidance received from the Citizen Advisory Committee, the Technical Advisory Committee, and the Planning Commission during the planning process. The transportation goals and policies identify the intent of the City to accomplish certain results. They relate to one another and are obligations the City wishes to assume. They also provide the necessary Link to the transportation element of the Tigard Comprehensive Plan and their purpose and function have been coordinated with the balance of the Tigard Comprehensive Plan to ensure consistency. As outlined in further detail' in the Tigard Comprehensive Plan, the goals are general statements indicating a desired end; while policies identify the City's position and a definitive course of action that will contribute to achieving the goal'. The general transportation goals of the 2035 TSP are: Goal 1 — Land Use and Transportation Planning Coordination Goal 2 — Transportation Efficiency Goal 3 — Multi -Modal Transportation System Goal 4 — Safe Transportation System Goal 5 — Interagency Coordination Additionally, strategies were developed that, if executed, would implement the goals and policies. These statements refer to specific projects, standards, or courses of action the City desires other jurisdictions to take in regard to specific issues. The strategies are suggestions to future decision - makers, but do not obligate the City to accomplish them. Most of the strategies resulted from the findings in the needs and deficiencies analysis. Others are standard transportation planning activities that either need to be updated or would be beneficial to improving the transportation system. I The policies are not implementable as a land use action without inclusion in land use regulations. Therefore, land use regulations should reflect the transportation framework developed in this section of the TSP. 22 • • 2035 Tigard Transportation: System -Plan - DRAFT March 2010 Goals and Policies' GOAL 3 - LAND USE & TRANSPORTATION COORDINATION Developmutually supportive land use and transportation plans to enhance the livability of the community. Policies The City shall'plan for a transportation system that meets current community needs and anticipated growth and development. The City shall prioritize transportation projects according to community benefit, such as safety, performance, and accessibility, as well as the associated costs and impacts. The Cityshall maintain-and enhance transportation functionality by emphasizing multi -modal travel options for all types of land uses. The City shall promote land uses and transportation investments that promote balanced transportation options. The Cityshall develop plans +for major transportation corridors and provide appropriate -land uses in and.adjacent,to those corridors. The City'shall support land use patterns that reduce greenhouse gas emissions and preserve the function ofthe 'transportation system. The Cityshall.strive to protect the natural environment from-impacts derived from transportation facilities. The City shall mitigate impacts to the natural environment associated with proposed transportation construction or reconstruction projects. The.City shall coordinate, with piidate and public developers to provide access via a safe, efficient, and balanced transportation system. The City shall require all development to meet adopted transportation standards or provide appropriate mitigations. GOAL 2 — TRANSPORTATION EFFICIENCY Develop and maintain a transportaiion system for the efficient movement of people and goods. Policies • The:City shallmanage the transportation system to support desired economic development activities. • The.City shall design streets to encourage .a reduction in trip length by improving arterial, collector,, and local street connections. 23 March 2010 2035 Tigard Transportation System Plan - DRAFT Goals and Policies • The City shall design arterial routes, highway access, and adjacent land uses in ways that facilitate the efficient movement of people, goods and services. • The City shall cooperate with the railroads in facilitating rail freight service to those commercial and industrial businesses within the city that depend on railroad service. • The City shall develop and maintain an efficient arterial grid system that provides access within the City, and serves through traffic.in the City. • The City shall use strategies for access management, including the support of modifications that bring access points into compliance or closer to compliance with applicable standards. • The City shall adopt and maintain transportation performance measures. • The City shall require the provision of appropriate parking in balance with other transportation modes. • The City shall strive to increase non - single occupant yehicle mode shares through vehicle trip reduction strategies, such as those outlined in the Regional Transportation Plan. • The City shall design the transportation system to provide connectivity between Metro designated centers, corridors, employment and industrial areas. GOAL 3 — MULTI - MODAL TRANSPORTATION SYSTEM Provide an accessible, multi -modal transportation system that meets the mobility needs of the community. Policies • The City shall design and construct transportation facilities to meet the requirements of the Americans with Disabilities Act. • The City shall develop and maintain neighborhood and local connections to provide efficient circulation in and out of the neighborhoods. • The City shall require development adjacent to transit routes to provide directpedestrian accessibility. • The City shall develop and implement public street standards that recognize the multi- purpose nature of the street right -of -way. • The City shall design all public streets within Tigard to encourage pedestrian and bicycle travel. • The City shall require sidewalks to be constructed in conjunction with private development and consistent with adopted plans. 24 2035'Tigard Transportation System Plan - DRAFT March 2010 Goals and Policies • The City shall require and /or facilitate the construction of off - street trails to develop pedestrian and bicycle connections that cannot be provided by a street. • The City shall require appropriate access to bicycle and pedestrian facilities for all schools, parks,.public facilities,.and commercial areas. • The City of Tigard shall continue to support the existing commuter rail and the development of high - capacity transit connections to regional destinations. GOAL 4 - SAFE TRANSPORTATION SYSTEM Maintain and improve transportation system safety. Policies • The City shall maintain.a neighborhood traffic management program to addresses issues of excessive speeding and through traffic on local residential streets. • The City shall require safe routing of hazardous materials consistent with federal and state guidelines. • The City shall coordinate with appropriate agencies to provide safe, secure, connected, and desirable pedestrianbicycle, and public transit facilities. • The City shall consider the intended uses of astreet during the design to promote safety, efficiency, and multi -modal needs. • The City shall develop access-management strategies for arterial and collector streets to improve safety in the community. • The City shall make street.maintenance a funding priority. • The City shall monitor, prioritize, and mitigate high accident locations within the community. • The'City shall require new transportation facilities, and retrofit existing facilities, to meet adopted lighting standards. • TheCity shall require new development to provide safe access to and from a publicly dedicated street. GOAL 5 - INTER - AGENCY COORDINATION Coordinate• planning, development, operation, and maintenance of the transportation system with appropriate agencies. 25 March 2010 2035 Tigard Transportation System Plan - DRAFT Goals and Policies Policies • The City shall coordinate and cooperate with adjacent agencies, when necessary, to develop transportation projects which benefit the region as a whole, in addition to the City of Tigard. • The City shall collaborate with other transportation providers to develop, operate, and maintain intelligent transportation systems, including coordination of trafficsignals. • The City shall coordinate with TriMet, and /or any other transitproviders serving Tigard, to improve transit service to, from, through, and within Tigard. STRATEGIES The following identifies specific strategies to implement the goals of the 2035 Tigard Transportation System Plan. TABLE 2 -1 STATEGIES FOR IMPLEMENTING TRANSPORTATION SYSTEM PLAN GOALS Additional Strategy Goals Supported • lGoall.4TFansportatlora Land Use;P,lanning,Coordlnation; Create commercial nodes within residential neighborhoods to provide residents with opportunities to walk or 1 (2, 3) bike for non- commute travel purposes. Encourage non - auto - dependent development with mixed uses and higher densities in.targeted areas, such as 1 (2, 3) along Pacific Highway, in the Downtown, and in the Washington Square Regional Center. Review and update development code requirements for on -site motor vehicle parking. 1 (2, 3) Review and update development design guidelines to promote pedestrian - friendly commercial areas. 1 (2, 3) Identify, evaluate and adopt City of Tigard performance standards that proinote safe and efficient access and 1 (2, 3) mobility for walk, bike and transit modes as, well as personal automobile travel. Work with State and Regional partners to identify and evaluate multi -modal mobility /performance standards for 1 (2, 3) major transportation facilities. ?' . Conduct a citywide connectivity. and circulation study to identify potential circulation improvements on arterial, 2 (1, 3) collector and neighborhood route street systems serving Tigard. Create a comprehensive inventory of street stubs, unimproved right -of -way, and other potential future roadway 2 (1, 3) connections. Establish a priority ranking system based on cost, barriers to improvement, benefits for circulation, and potential other uses. Review and update/clarify, as warranted, development code requirements for new roadway or 2 (1, 3) pedestrian /bicycle•connections as part of land development. 1Goa13 -Milltl'Modal Trahsportation yjstem-1 w _ ' r, Develop parking management plans for Downtown, Tigard Triangle, Washington Square Regional Center, and 3 (1, 2) other areas to support economic development and a balanced transportation system. Identify and adopt mode split targets that achieve and exceed Metro targets for regional centers, town centers, 3 (1, 2) and downtown Tigard. Review and update, as warranted, street design standards to ensure that public right of way is planned, 3 (1, 2) designed, and constructed to provide safe and comfortable facilities for all travel modes and adequate drainage and treatment for storm water. Create a more complete network of pedestrian facilities by identifying and prioritizing gaps within the current 3'(2, 4) sidewalk and trail system. 26 2035 Tigard Transportation System Plan- DRAFT March 2010 Goals and'Policies Develop pedestrian and.bicycle corridors to neighborhoods, schools, parks, recreation users, activity centers 3 (1, 2, 4) and transit stops. Prioritize transit,:pedestrian, and bicycle investments in areas serving a high proportion of disadvantaged or 3 2, 4) transit dependent communities. Filfin gaps in the bicycle•network to provide for greater citywide bicycle mobility 3 (2, 4) Develop bicycle routes that connect neighborhoods, schools, parks, recreation users, and activity centers 3 (1, 2, 4) Develop a bicycle signage program to help cyclists find routes on relatively level terrain with low traffic volumes. 3 (2, 4) Improve.transit as a travel option through increased frequency for buses and WES commuter rail. 3 (2, 5) Improve transit as•a•commuter travel option oy;providing express routes to regional employment centers, such 3 (1, 2, 5) as downtown Portlandand Washington Square Regional Center. 3 (4, 5) Improve the comfort, convenience, and safety for transit users through bus shelters, seating, signage, and other bus stop /station features. Provide local transit connector service linking residential neighborhoods with transit stations /stops, employment 3 (1, 2) and retail centers,,schools, and recreational areas. Work with .Metro and other regional partners to advance High Capacity Transit in the Highway 99W /Barbur 3 (5) Boulevard corridor. tom+ __ ms's - :7 , {Goal 49Safe 7ransporfatlomSystem o � Prioritize intersection improvements to address safety deficiencies as identified throughstate, county, and city 4 (3, 5) crash•data reporting, systems. Continue to implement neighborhood traffic management techniques to promote safety and livability in 4 (1, 2, 3) residential neighborhoods. Improve,pedestrian crossing treatments at high traffic volume streets and /or locations with high levels of 4 (1,3) pedestrian demand (e.g., schools, retail centers; transit stops, etc.) a " `�Go Inter Ageno C oordina ti on z :n • Partner with•Regional and County transportation•planning organizations to leverage statewide and federal 5 (1', 2, 3, 4) transportation.funding for local projects. Work with regional and state - partners to :mitigate negative impacts to Tigard from high,traffic volumes traveling 5 (1, 2, 3,•4) through Tigard on state facilities; including capacity enhancements on Highway217,and Interstate 5. Work with state•and regional partners to develop alternative mobility standards in order to accommodate 5 (1, 2,.3, 4) desired land development changes. 27 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Planning Toolbox Transportation Planning Toolbox Several major roadways are showing significant capacity issues with resulting traffic congestion during several hours of a typical weekday. These capacity issues are expected to worsen as population and employment growth add to travel demand. At the same time, increases in roadway capacity through widening existing roads or constructing new roads are often prohibitively expensive in terms of construction costs, right of way acquisition, and impacts to adjacent properties. While expansion of roadway capacity is a component of the 2035 Tigard Transportation System Plan (2035 TSP), a greater emphasis is placed on measures to manage the existing roadway system and to increase the convenience and viability of alternative travel modes. This section summarizes the range of alternative solutions within the transportation planning toolbox besides traditional roadway Widening projects that were considered during the development of the 2035 TSP. They include solutions to enhance the quality and availability of pedestrian, bicycle, and transit systems in order to shift travel demand toward a more balanced system. Also included are measures to improve the traffic operations on the existing system. TRAVEL MODES The City of Tigard, in partnership with state, regional, and neighboring jurisdictions, recognizes the importance of providing a balanced transportation system. In order to meet the current and future travel needs of the community, increased transit, walk, and bike shares are essential to the future transportation system in Tigard, as much as adding roadway capacity for increased demand. As part of the 2035 Regional Transportation Plan (RTP) and the 2040 Growth Concept, Metro has identified maximum shares for Single Occupancy Vehicle (SOV) travel for Tigard overall, as well as for the designated Centers Table 3 -1 shows the SOV shares used in Metro's 2005 and 2035 travel demand model, as well as the maximum SOV share in the 2040 Growth Concept While consistent with Metro and the RTP, the City aspires to lower maximum SOV mode shares in the regional and town centers. Achieving the SOV target in Table. 3 -1 and more aggressive targets will require implementation of a combination of the strategies presented in this section. 2 Metro modified its definition of SOV with the.2035 Update. In the 2004 RTP, a parent traveling with a child was considered an SOV; in the 2035 RTP Update the definition was changed so that this would as a Carpool. However, at this writing, the mode targets had not been updated. The mode targets in Table 3 -1 reflect the earlier calculation method. 30 2035'Tigard' transportation System Plan = DRAFT March 2010 Transportation,Plahning Toolbox TABLE 3-1 MAXIMUM,SINGLEOCCUPANCY VEHICLE,MODE SHARES Metro Model. Metro Tigard Tigard Area 2040 Aspiration 2005 2035 Target Citywide 50% 49% 40 -50 °/a 50% • Washington Square'Regional Center- 47°/o 46°/o 45-55°/o 40% Tigard Town Center (Downtown) 54% 51% 45 -55% 40% Durham Road Town Center 53% 51% 45 -55% 45% Tigard Triangle 50% 49% 40 -50% 45% Table, 3 -2 shows the aspiration SOV mode targets for the City of Tigard as a whole and targets for the regional center and town centers. TABLE 3 -2 CITY OF TIGARD TRAVEL ASPIRATION MODE SHARES Aspiration Illustrative Non -SOV Shares Area Maximum SOV Carpool Transit Walk Bike Citywide 50% 39% 5% 4% 2% • Washington Square Regional.Center 40% 35% 10 10% 5% • Tigard.Town,,Center (Downtown) 40% 35% 10% 10% 5% Durham Road Town Center 45% 39% 8% 5% 3% Tigard Triangle 45% 39% 8 °/o 5 3% • The, Non-SOV shares•shown.in Table 3 -2 are provided as a general guideline of - potential mode splits/though they are intended primarily to illustrate an increasing balance of modal - choices. LAND USE The types and intensities :of.land uses are closely correlated with travel demand. Land use patterns in the: City of Tigard and surrounding areas are suburban in character, with residential areas separated from commercial areas and a relatively low density of development overall. The majority of land in Tigard is zoned for residential uses, with commercial zoning primarily along Pacific Highway -and in the. Tigard Triangle, and industrial primarily along the WES commuter rail track south of Pacific Highway. This development pattern results in travel demand that is highly directional according to typical weekday' peak periods. Specifically, there are relatively sharp peaks in travel demand during weekday commute hours, with predictable peak period traffic flowing away from residential neighborhoods in the morning and returning in the evening. Based on current zoning and growth projections, most residential growth will occur in the west side of Tigard and south in the neighborhoods around Durham and Beef Bend Road. Employment growth is forecast to occur near major roadways, especially near Highway 217. The primary areas of mixed -use zoning are the Washington Square Regional Center (WSRC) and TigardTriangle. 31 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Planning Toolbox The City has adopted plans to significantly increase housing density in downtown. These planned changes in downtown, along with the strategies identified below, could move more houses close to jobs, increase mixed use development, and help mitigate the strain on the east -west roadways by shortening home -to -work trips, supporting transit service, and making walk/bike trips more viable for work, shopping, and other activities. Land use strategies that support non - automobile travel choices while retaining the suburban residential character throughout most of Tigard are described below. Commercial Nodes in Residential Areas Commercial nodes in residential areas would provide residents with the opportunity to take non - work trips by bike or walking. These neighborhood commercial nodes could include small restaurants, coffee shops, or neighborhood retail. This could be accomplished by allowing neighborhood - commercial as a permitted use in residential zones, or through designating specific nodes on the City's comprehensive plan map as neighborhood commercial. The N -C designation currently exists - within the City. Non - Auto - Dependent Development Mixed use developments have been found to reduce automobile trips by supporting higher frequency transit service and,promoting pedestrian and bicycle travel. Urban areas with mixed uses and higher densities should be promoted in targeted areas, such as along Pacific Highway, in the Downtown and in the WSRC. Non - auto - dependent development can be encouraged through various policies such as parking management requirements, density requirements or bonuses, and /or pedestrian, bicycle or transit mode design guides to integrate non -auto mode features and incentives directly into development. CONNECTIVITY East -west connectivity in Tigard is severely challenged by Highway 217, I - 5, the WES commuter /freight rail line, and Fanno Creek. With only a limited number of east -west through routes, there is considerable demand _placed on a few roadways. In addition to the citywide connectivity issues, many neighborhood streets systems in Tigard are characterized by cul -de -sacs and stub streets. Cul -de -sacs and stub streets are often desired by neighborhoods because they can limit traffic speeds and volumes on local streets. However, they also result in indirect travel paths, longer trips (i.e. increased vehicle miles traveled), limitations to pedestrian and bicycle mobility, and a reliance on arterials for local trips. The most efficient transportation network is the tradition grid system, which provides multiple route alternatives between origin /destination pairs. The connectivity barriers posed by I -5, Highway 217, the rail line and Fanno Creek, combine with the built environment to make such an 3 The City's comprehensive plan includes considerably higher residential densities in Downtown, which were not reflected in the Metro model. 32 - 2035. Tigard .Transportation,Sysem - Plan - DRAFT March 2010 Transportation Planning Toolbox efficient network impracticaL,However, incremental improvements can be achieved. At the same time, opportunities to provide alternative routes accommodate local travel on local or collector streets should be done carefully and thoughtfully so as not to have unforeseen negative impacts such as,cut- through travel on undesired routes. Connectivity improvements, for pedestrian/bicycle networks are also effective enhancements to the transportation system. Bicycle and pedestrian connectivity,is important to make these travel modes more-convenient and efficient. The recently adopted Tigard Neighborhood Trails Plan identifies 42 off - street trail projects to improve connectivity and reduce out of direction travel. These projects will enhance informal route connections to improve non- motorized route options. TRANSPORTATION DEMAND MANAGEMENT Transportation .Demand Management (TDM) measures>include any method intended to shift travel demand from single occupant vehicles to non -auto modes or carpooling, travel at less congested times of the, day, or to locations with more available vehicle capacity. Some common examples of TDM strategies include programs such as carpool matching assistance or flexible work shifts; parking management strategies; direct financial incentives such as transit subsidies; or facility or service improvements, such as=bicycle lockers or increased bus service. Some of the most effective TDM. strategies are best implemented by employers and are aimed at encouraging non -SOV commuting. Strategies include preferential carpool' parking, subsidized transit passes, and flexible work schedules. Cities and other public agencies can play a critical role in support of TDM through provision of facilities and services, as well as development policies that encourage TDM. While many TDM strategies, are most effectively implemented by employers, there are numerous strategies that cities can implement or support with other agencies. These include access management and connectivity strategies °.that are more often associated with roadway elements of planning..Otherstrategies include provision of facilities' (sidewalks, bicycle lanes, transit amenities) and management of existing resources (parking). Another critical role that cities play is in the policies related to development activities. Through support, incentive, and mandate, cities• can ensure that new development supports a balanced transportation system. Several broad. TDM strategiesare.summarized.in Table.3 -3. The table also - identifies typical implementation roles. ENHANCING AND INCREASING NON -AUTO TRAVEL MODES The following summarizes improvements to the pedestrian, bicycle, and transit systems that enhance the quality of the service provided and if implemented with the SOV demand reducing solutions described above, will likely result in increased travel by pedestrian, bicycle, and transit modes. Pedestrian System Pedestrian facilities are the elements olthe network that enable people to walk safely and efficiently on the transportation system. These facilities include facilities for pedestrian connectivity 33 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Planning Toolbox (sidewalks, mixed -use trails) as well as safe crossing locations (unmarked and marked crosswalks, crossing beacons, pedestrian refuge islands). Each plays a role in developing a comprehensive pedestrian network which can promote both walking trips and multi -modal trips such as using a combination of walking and transit to complete a trip. TABLE 3 - TDM STRATEGIES AND TYPICAL IMPLEMENTING ROLES TRANSPORTATION TDM STRATEGY CITY MANAGEMENT DEVELOPERS TRIMET EMPLOYERS METRO STATE ASSOCIATION Public Parking.Management P 5 S 5 Flexible Parking Requirements P S 5 Access Management * P 5 P Connectivity Standards* P 5 5 P Pedestrian Facilities P 5 5 5 Bicycle Facilities P 5 5 Transit Stop Amenities 5 5 P 5 Parking Management P 5 5 Limited Parking Requirements P S 5 Carpool Match Services S P S Parking Cash Out 5 5 P Subsidized Transit Passes 5 P 5 Carsharing Support P S S 5 5 P: Primary role; 5: Secondary /support role; *Primary implementation depends on roadway jurisdiction The pedestrian system within. Tigard includes sidewalks, multi -use paths; and pedestrian only paths. Arterials and collectors in Tigard generally provide sidewalks alongside the roadway, but there are gaps in the system and locations where. there are opportunities to improve pedestrian facilities. Pedestrian improvements should be prioritized based on their ability to complete connections between places that generate pedestrian trips such as schools and housing; housing and transit stops; and, employment and transit. stops. Multi -use path projects are discussed in a subsequent section because of their utility for both pedestrians and bicyclists. Types of Pedestrian Crossings Pedestrian crossing locations allow for walking•trips to connect across facilities to continue along pedestrian facilities. In addition to the need for sidewalks along arterial and collector roadways, there are several high - volume roadways that bisect Tigard and need improvements to increase the ease and safety of pedestrian crossings. In particular, the rail corridor near Highway 217 in Tigard is difficult for pedestrians to cross due to infrequent crossings, which may not include proper pedestrian facilities. Access across the railroad tracks is increasingly important, with the introduction of WES commuter rail service. 34 2035 Tigard Transportation System Plan - DRAFT March 2010 Transportation Planning Toolbox Several streets (Gaarde, McDonald, Bull Mountain, sections of Hall) were identified as locations with challenging roadway crossing conditions for pedestrians. These tend to be streets with relatively high traffic volumes, but infrequent signalized intersections or other protected crossing locations. While the state of Oregon considers all unsignalized intersections legal crosswalks, and drivers are required to yield the right of way to pedestrians to allow them to cross, there are still challenges for pedestrians at these locations. Drive compliance is not consistent and pedestrians may have difficulty crossing higher volume roadways. There are several different types of pedestrian crossing treatments available, each applicable under a different range of factors. A brief description of the various pedestrian crossing types is provided below. Grade - Separated Crossing — Grade - separated crossings are either underpasses or overpasses that allow pedestrians to entirely avoid conflicts with automobiles when crossing a busy roadway. When used as part of a multi -use path, grade- separated crossings also accommodate bicycles. Grade - separated crossings are necessary wherever pedestrian crossings of freeways are constructed and in other limited circumstances, such as railroad crossings. However, they are often perceived as havng security issues (especially under- crossings), and may result in significant out -of- direction travel for pedestrians, grade- separated crossings should be used sparingly. Grade - separated crossings can be relatively expensive to build. Pedestrian Hybrid Signal — The pedestrian hybrid signal is a pedestrian- actuated hybrid signal that would interrupt traffic on the roadway to provide a signalized protected crossing for pedestrians at an otherwise unsignalized location. Pedestrian hybrid signals are included in the new 2009 Manual of Uniform Traffic Control Devices (MUTCD, Reference 11). Warrants for the installation of pedestrian- actuated hybrid signals have been proposed based on the number of pedestrians per hour (PPH), vehicles per hour on the roadway for the crossing, and the length of the crosswalk. Thresholds are available for two types of roadways: locations where prevailing speeds are above 35 mph and locations where prevailing speeds are below 35 mph. 3 t nM Exhibit 1 Pedestrian Hybrid Signal Example 35 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Planning Toolbox Signalized Intersection — This option would require review of signal warrants according to the MUTCD to determine if a signal is warranted at an intersection based on the number of pedestrian crossings. The MUTCD requires pedestrian crossing volumes of 190 pedestrians during one peak hour, or 100 or more during each of four hours. These conditions are relatively rare, but in Tigard they may exist near public schools. Rectangular Rapid Flashing Beacon — RRFBs consist of user - actuated amber LEDs, which have an irregular flash pattern similar to emergency flashers on police vehicles. These supplement warning signs at unsignalized intersections or mid -block crosswalks. Raised Pedestrian Refuge — This option provides a pedestrian refuge in the roadway median, allowing a two -stage crossing to occur if needed. The ODOT Traffic Manual (Reference 2) states that for state highways a raised median, in combination with a marked crosswalk is desired when average daily traffic (ADT) volumes are greater than 10,000. Marked Crosswalks — Marked crosswalks are painted roadway markings that indicate the location of a crosswalk to motorists. Marked crosswalks can be accompanied by signs, curb extensions and /or median refuge islands, and may occur at intersections or at mid -block locations. By increasing the visibility of crosswalks, marked crosswalks can improve driver yield rates to pedestrians on many facilities. In general, median refuge islands should be included with marked crosswalks to improve pedestrian safety wherever crossing distances are significant, pedestrian volumes are above average, vehicle speeds are above a residential standard, vehicle volumes make full crossings difficult, physical space is available, and /or pedestrians in the area are incapable of full crossings at standard pedestrian rates of speed. 111 , 0 • Exhibit 2 Marked Crosswalk Example 36 2035 Tigard Transportation System Plan - DRAFT March 2010 Transportation Planning Toolbox In addition, recent research indicates that on multi-lane roadways (more than two lanes), marked crosswalks should not be installed without accompanying treatments (e.g., signalization) when traffic volumes exceed 12,000 ADT (no median refuge island) or 15,000 ADT (with median island). Unmarked Crosswalks — Under Oregon law, pedestrians have the right -of -way at any unsignalized intersection. On narrow, low -speed streets unmarked crosswalks are generally sufficient for pedestrians to cross the street safely, as the low -speed environment makes drivers more responsive to the presence of pedestrians. However, drivers are less likely to yield to pedestrians at unmarked crosswalks on high -speed and /or high- volume roadways, even when the pedestrian has stepped onto the roadway. In these situations, pedestrian crossing facilities are needed to delineate the pedestrian right -of -way and remind drivers that they must yield when pedestrians are present. y i ... Exhibit 3 Unmarked Crosswalk Example Bicycle System Bicycle facilities are the elements of the network that enable cyclists to safely and efficiently travel on the transportation system. These facilities include public infrastructure (bicycle lanes, mixed -use trails, signage and striping) as well as off -road facilities (secure parking, changing rooms and showers at worksites). Each plays a role in developing a comprehensive bicycle network. Many different bicycle facility types are needed to create a complete bicycle network that connects people to their destinations and allows cyclists to feel safe riding. Currently, Tigard's bicycle network primarily includes bicycle lanes, shared roadways and multi-use paths. In some locations where bicycle lanes are provided specific conditions such as high motor vehicle volumes and travel speeds compromise the quality of the bicycle facility. In these locations, wider bike lanes or buffers (wider striping, barriers, or medians) separating bicycles from vehicle traffic may be appropriate. 4 Zegeer, C., et. al. Safety Effects of Marked versus Unmarked Crosswalks at Uncontrolled Locations: Final Report and Recommended Guidelines, Report No. HRT-04 -100. Federal Highway Administration. Washington, DC. September 2005. 37 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Planning Toolbox Other roadways with lower vehicle volumes may not require bicycle lanes for cyclists, but may benefit instead from low- traffic bikeway treatments to create what is known as a bike boulevard. Bike boulevards are generally parallel to roadways with high mobility for vehicles and are designed to connect similar destinations to the parallel road. Treatments along the roadway are designed to benefit bicycle mode of travel including through lanes only for bikes, switching two -way stop signs to side - street traffic, and wayfinding signs for riders. Types of Bicycle Facilities Brief descriptions of the various bicycle facility types are provided below. Bicycle lane — Bicycle lanes are striped lanes on the roadway dedicated for the exclusive use of bicycles. Typically, bicycle lanes are placed at the outer edge of pavement (but to the inside of right -turn lanes and /or on- street parking). Bicycle lanes improve bicycle safety, improve cyclist security, and if comprehensive can provide direct connection between origins and destinations. However, inexperienced cyclists often feel uncomfortable riding on busy streets, even when they include bicycle lanes. .r�►`. � t r tom , 4 !. * ` (A: ,,,„,,Th a ."1.11* C = -= = a ' _, • ' C N' ---______ . fil Exhibit 4 Example Bicycle Lane Low - traffic bikeway (bike boulevard) — Low - traffic bikeways are also known as bike boulevards and provide high- quality bicycle facilities on continuous street corridors with low vehicular traffic volumes. Typically, low- traffic bikeways are made on local streets, which are configured to prioritize bicycle trips and reduce through automobile trips. Local automobile access is retained. 38 2035 Tigard Transportation System Plan - DRAFT March 2010 Transportation Planning Toolbox Bicycling conditions are improved by reducing stop signs to a minimum along the route and providing way - finding information specific to bicyclists. Traffic calming is often used to slow automobile speeds and minimize cut - through automobile traffic that the removal of stop signs might otherwise attract. / • ,i J r . _ONLY ' } • �+ Exhibit 5 Low- traffic Bikeway Example Low - traffic bikeways are best used when they parallel major roadways and can provide cyclists with a low- volume alternative route. Low - traffic bikeways are used extensively in Portland, and recent rider surveys there indicate that cyclists overwhelmingly prefer them compared to major streets with bicycle lanes. Shared -lane Pavement Marking - Shared -lane pavement markings (often called "sharrows ") are a tool designed to help accommodate bicyclists on roadways where bicycle lanes are desirable but infeasible to construct. The sharrow marking indicates a shared roadway space, and are typically centered approximately 4 feet from the edge of the travelway to encourage cyclists to ride further away from parked and parking cars and /or the curb. Typically, sharrows are suitable on roadways with fewer than 3,000 ADT. Shared -lane pavement markings have been extensively applied in several cities, including San Francisco, Portland, and Corvallis. Shared -lane pavement markings are included in the new 2009 MUTCD. 39 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Planning Toolbox e ci, r _ ;' . , s ` a ._ Exhibit 6 Example of Shared -lane Pavement Markings Shared - roadway — Any roadway without dedicated bicycle facilities is a shared roadway. In Tigard, shared roadways include all public streets without striped bicycle lanes. Where traffic volumes are low, shared roadways are generally safe and comfortable facilities for cyclists. However, the ODOT Bicycle and Pedestrian Plan (Reference 3) does not recommend shared roadways where automobile volumes are higher than 3,000 vehicles per day or vehicle speeds are higher than 25 mph. Bicycle Crossings and Off -Road Facilities Bicycle crossing treatments are used to connect bike facilities at high traffic intersections, trailheads, or other bike routes. Typical treatments indude bicycle detectors at traffic signals, bicycle only signals, or preferential movements for bicyclists such as only allowing bikes to make a through movement. Many traffic signals in Tigard are actuated signals, meaning that green indications are only given to a movement when the signal detects the presence of a vehicle. However, actuating a signal as a cyclist is difficult if no indication is given of the location of detection equipment. Pavement markings may be used, including actuated left -turn lanes, to show cyclists where to stand to actuate a signal. Additionally, the sensitivity of all loop detectors should be set to allow for bicycle activation. Bicyclists also benefit from several other types of bicycle support facilities, such as secure bicycle parking, either open or covered U- shaped racks, and storage lockers for clothing and gear. The City currently requires bicycle parking to be included in new development as a condition of approval and TriMet buses are outfitted with bicycle racks that allow cyclists to bring their bikes with them on transit. Allowing bicycles on transit vehicles increases the range of trips possible by both transit 40 2035.dTigard;Transportation System Plan —DRAFT March 2010 Transpbrt'atioq Planning Toolbox afid.bicycling, and reduces, cyclists; fears of being stranded in the event of a mechanical or physical breakdown. Tigard currently provides both bicycle crossing treatments and off -road facilities such as open -air bicycle racks in the downtown, at the Tigard Transit Center, at the WSRC and other locations throughout Tigard. However, there are additional locations that require - enhanced bicycle crossings or other facilities. Multi - use Pathways Multi -use pathways are other facilities dedicated to pedestrians and bicyclists. These pathways have an- integral role' in recreation, commuting,• and accessibility for residents. Tigard's off- street trails are generally concentrated along several greenways located within the City. The most notable of these trails is the Fanno Creek Greenway which traverses the full length of the City. Trails are also located along the Tualatin River and the Pathfinder- Genesis Trail. Additionally, planned regional pathways are being developed to connect Tigard with other communities in the Portland metro area. While these pathways serve and connect several neighborhoods in Tigard, there are some remaining gaps in these facilities. The Tigard Neighborhood Trails Plan (adopted in 2009) focuses on multi -use pathways at a neighborhood scale;and developed a list of 42 recommended projects that are generally one to two blocks in. length. These projects seek to improve opportunities for walking, bicycling and using transit by creating short cut - through routes that provide-access to local destinations. A complete list of projects from the Neighborhood Trails Plan Is included in Appendix B of the Volume 2 Technical Appendix. While the Neighborhood Trails Plan addressed short, local connections, there are additional city and region -wide multi -use trails that are in various stages of planning and construction. In particular, the Tiedeman/Main Rail Trail has been identified.. for converting a nearly three - quarter mile inactive railroad right -of -way located adjacent to Tigard Street. The trail would extend between Tiedeman and Main Streets. Conversion to a multi -use trail will provide an attractive alternative to Tigard Street for pedestrian and bicyclists; and will also be a direct connection to downtown and the downtown transit station. TRANSIT SYSTEM Transit service is an important part of a balanced transportation system, providing an alternative to private automobile travel for distances too far to walk or,bike. Supporting an environment in which transit is a preferred travel option for the; Tigard community requires more than direct investments in' transit service.. Land use, connectivity, and streetscape,features have a major influence, on the cost effectiveness of'transit service and will help Tigard getmore out of its available transit investments. For this reason, the proposed improvements for transit service include planning for land uses that are transit supportive, in addition to providing appropriate facilities and connections to transit. Table 3 -4. shows several strategies and•potential improvements for Transit service in Tigard. The tablesidentifies which entities would be in a Primary role (identified with a "P ") and which would 41 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Planning Toolbox be in a Support role (identified with an "S"). As the major transit provider in the region, TriMet would be the Primary implementer of most of the service enhancements. In most cases, the City of Tigard is in a Support role for direct transit enhancements and a Primary role for transit supportive infrastructure. TABLE 3 -4 TRANSIT STRATEGIES AND TYPICAL IMPLEMENTING ROLES Washington Improvement City TriMet Beaverton County Metro ODOT Increase WES frequencies and days of S P S 5 S S service Support . high capacity transit (HCT) 5 P S S S service along %parallel to Pacific Highway Provide a new Tigard Connector service P 5 5 Improve Transit stop amenities 5 P S Create a bike hub at the Downtown P S transit center P: Primary 'role; 5: Secondary /Support role Several of the transit strategies summarized in Table 3 -3 build on existing services and infrastructure. In addition to improving existing transit service and access to transit stops, high capacity transit (HCT) would be a significant transit investment that would attract more transit riders and reduce reliance of motor vehicle travel. Land use strategies would be needed to make HCT viable along the Pacific Highway corridor, including neighborhood commercial nodes and mixed use developments. Within areas targeted for neighborhood - commercial or mixed use development, transit stop improvements in the form of benches, shelters, or real -time transit information could be provided for riders. By working with TriMet and other agencies shown in Table 3 - 4, the City could lead or support the progress of transit projects. TRANSPORTATION SYSTEM MANAGEMENT Transportation System Management (TSM) refers to a wide range of strategies that improve operations of an existing roadway system, but without roadway widening. TSM measures can be focused on improving transportation "supply" through enhancing capacity and efficiency, typically with advanced technologies to improve traffic operations. Or they may be focused on reducing transportation demand, through promoting travel options and ongoing programs intended to reduce demand for drive alone trips, especially during peak travel periods. Several TSM strategies are identified for application in Tigard in existing plans, including the 2035 RTP and the Highway 99W Improvement and Management Plan (I Iighway 99W Plan). Some of the key strategies identified for consideration in Tigard are summarized below. Signal Retiming /Optimization Signal retiming and optimization refers to updating timing plans to better match prevailing traffic conditions and coordinating signals. Timing optimization can be applied to existing systems or may 42 2035 TigardTransportation.System Plan - DRAFT March 2010 Transportabon:Planning Toolbox indude: upgrading signal technology, including signal communication infrastructure or signal controllers: or, cabinets.. Signal retiming can reduce travel times and be especially beneficial to iinprovingtraveltime reliability. Signal retiming could also be implemented to improve or facilitate pedestrian movements through intersections by increasing minimum green times to accommodate pedestrian crossing movements during each cycle in high pedestrian or desired pedestrian traffic areas, eliminating the need to push pedestrian crossing buttons. Bicycle movements could be facilitated by installing bicycle detection along major bicycle routes. Signal upgrades often come at a higher cost and usually require further coordination between jurisdictions. Advanced Signal Systems Advanced signal systems incorporate various strategies in signal operations to improve the efficiency of a transportation network. Strategies may include coordinated signal operations across jurisdictions as well as centralized control of traffic signals. Advanced signal systems can reduce delay, travel time and the number of stops for vehicles, while potentially increasing average vehicle speed. In addition, these systems may help reduce vehicle emissions and have a high impact on improving travel time reliability. The detection system, controller hardware, and software required at intersections depend on the signal system ,strategy. In order to implement an advanced signal system, an inventory of the existing hardware and software on the roadways would be performed. The signal controllers on Pacific Highway have recently been updated to type 2070 controllers; however many of the remaining signals in Tigard operate model 170 traffic controllers. Of the 79 signals in the City of Tigard, 47 are owned and maintained by ODOT; the rest are maintained by Washington County. These agencies would take the lead in signal upgrades and implementing advanced signal systems. Any strategies that may be implemented would require coordination among the City-of Tigard and the jurisdictions that own and operate the signals. Advanced signal systems may be applied to several innovative strategies. The costs of these systems, vary as a function of the types of controllers, programming needs and detection needs. Implementing any of these systems in Tigard would require coordination with ODOT and /or Washington County. Alternative signaLLsystems include: • Adaptive or active signal control systems improve: the efficiency of signal. operations by acti€ely changing. the allotment of green time for vehicle movements and reducing the average delay, for vehicles: Adaptive or . active signalcontrol systems require several vehicle detectors at intersections in order to detect traffic flows adequately, in addition to hardware and,software upgrades. • Traffic responsive control uses data collected from traffic detectors to change signal timing plans for intersections. The data collected from the detectors is used by the_ system to automatically select a timing plan besf.suited to current traffic conditions. This system is able•to determine times when peak - hour:timing plans begin or end; potentially reducing vehicle delays. 43 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Planning Toolbox • Transit signal priority systems use sensors to detect approaching transit vehicles and alter signal timings to improve transit performance. This improves travel times for transit, reliability of transit travel time, and overall attractiveness of transit. The City of Portland has the only system of bus priority in the region, which is applied on most of the major arterial corridors throughout the city. • Truck signal priority systems use sensors to detect approaching heavy vehicles and alter signal timings to improve truck freight travel. While truck signal priority may improve travel times for trucks, its primary purpose is to improve the overall performance of intersection operations by clearing any trucks that would otherwise be stopped at the intersection and subsequently have to spend a longer time getting back up to speed. Implementing truck signal priority requires additional advanced detector loops, usually placed in pairs back from the approach to the intersection. Real -Time Traveler Information Traveler information consists of collecting and disseminating real -time transportation system information to the traveling public. This includes information on traffic and road conditions, general public transportation and parking information, interruptions due to roadway incidents, roadway maintenance and construction, and weather conditions. Traveler information is collected from roadway sensors, traffic cameras, vehicle probes, and recently media access control (MAC) devices such as cell phones or laptops. Data from these sources are sent to a central system and subsequently disseminated to the public so that drivers track conditions specific to their cars and can provide historical and real -time traffic conditions for travelers. When roadway travelers are supplied with information on their trips, they may be able to avoid heavy congestion by altering a travel path, delaying the start of a trip, or changing which mode they choose to use. This can reduce overall delay and fuel emissions. Traveler information projects can be prioritized over increasing capacity on roadway, often with high project visibility among the public. Real -Time Transit Information Transit agencies or third -party sources can disseminate both schedule and system performance information to travelers through a variety of applications, such as in- vehicle; wayside, or. in- terminal dynamic message signs, as well as the Internet or wireless devices. Coordination with regional or multimodal traveler information efforts can increase the availability of this transit schedule and system performance information.. TriMet has implemented this through its Transit Tracker system. These systems enhance passenger convenience and may increase the attractiveness of transit to the public by encouraging travelers to consider transit as opposed to driving alone. They do require cooperation and integration between agencies for disseminating the information. 44 2035 Tigard - Transportation System Plan - DRAFT . March 2010 Transportation Planning Toolbox Access Management • Access management describes a practice of managing the number, placement, and movements of intersections which provide access to adjacent land uses. These access points are considered in context with the traffic flow, safety, capacity, and 'speed on the surrounding road system. Within developed areas, access management strategies may include shared or consolidated access points, restrictions on access point movements (medians, channelized movements), or closing access points. Access management provides several potential benefits, such as reducing crashes and crash rates.and increasing capacity on the main roadway by maintaining vehicle flows and speeds. In addition, well deployed access management strategies can greatly improve travel conditions for pedestrian and bicycles. Eliminating the number of access points on roadways reduces the number of potential interruptions and conflict points between pedestrians, bicyclists, and cars. Access management is typically adopted as a policy in development guidelines. It can be extremely difficult to implement an access management program once properties have been developed along a corridor. Cooperation among and involvement of relevant government agencies, business owners, land developers and the public is necessary to establish an access management plan that benefits all roadway users and businesses. Transportation Management Strategies The, access management and TSM strategies recommended for implementation in Tigard are summarized in Table 3 -4. These include strategies identified in the Metro TSMO Plan, RTP_Update, the Highway 99W Plan, and the 2002 TSP. 45 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Planning Toolbox TABLE 3 -5 TSM AND ACCESS MANAGEMENT STRATEGIES FOR TIGARD Roadway Strategy Source Highway 217 Variable Speed Limits, Variable Message Signs, Highway 217 Shoulder Widening Interchange Plan Transit Priority treatments Metro Draft TSMO Plan Pacific Highway Active Corridor Management, including.upgrade of Currently underway by signal controllers, wireless detection, and updated ODOT /City timing plans. Transit priority, with queue bypasses at several Highway 99W Plan locations Access management Highway 99W Plan High capacity transit Regional High Capacity Transit System Plan Scholls Ferry Install integrated corridor management RTP FC project list Road equipment. (10602), $1,109,000 Arterial corridor management with adaptive signal Metro Draft TSMO Plan timing and transit signal priority Hall Boulevard Arterial corridor management with transit priority Metro Draft TSMO Plan Access management Tigard 2002 TSP 72nd Avenue Arterial corridor management Metro Draft TSMO Plan Truck signal priority south of Highway 217 Tigard 2035 TSP Durham Road Arterial corridor management Metro Draft TSMO Plan 46 March 2010 2035 Tigard Transportation System Plan - DRAFT Development of the 2035 TSP Development of the 2035 TSP The 2035 Tigard Transportation System Plan (2035 TSP) builds on past planning efforts as well as an updated analysis of existing conditions, forecast needs, and a multi -step evaluation of improvement options. The analysis of transportation needs was coupled with a detailed review of relevant state, regional, and local plans and policies. Parallel to these phases was a public involvement process to gain input on key issues and concerns and to inform the community regarding the outcomes of the process. This section summarizes the regulatory context, the foundation of previous planning, the public involvement process, and the key findings of the baseline, forecast, and alternatives analysis. The section is organized as follows: • 2008 Baseline Conditions Analysis • 2035 Forecast. Analysis • Alternative Analysis • Changes from the 2002 TSP BASELINE ANALYSIS Once the project vision, goals, and objectives were determined as summarized in Section 2, an inventory of the existing transportation system was developed. This inventory documented all major transportation - related facilities and services within the Tigard Urban Planning Area. The data and analysis included an inventory of the roadway network, traffic conditions, safety performance, bicycle and pedestrian facilities, and transit service, among other topics. The findings of the technical analysis are summarized in Technical Memorandum #3 in the Volume 3 Technical Appendix. In addition, existing conditions analysis included an inventory of natural resources and identified areas with high proportions of population groups that might warrant specific consideration with regard to transportation needs. These are summarized below. Environmental Resources Evaluation The environmental evaluation summarizes current resources within the Tigard Urban Planning Area in order to avoid and limit adverse impacts on them in developing transportation projects. Figure 3 -1 displays regionally significant fish and wildlife habitat that were identified as Goal 5 resources by Metro in 2005. Metro staff developed the Goal 5 inventory based on the best existing science and data at the time and input from local agencies, resource agencies, technical review committees, and the public. Metro staff conducted fieldwork to validate and adjust the inventory. • The habitat resources in the inventory were then ranked in •importance based on their capacity to provide benefits to fish and wildlife. The Goal 5 resources identified in Tigard are primarily associated with the Fanno Creek system, which is a tributary of the Tualatin River that passes through Tigard on its journey to the south. In addition to these resources, floodplain and wetland data were summarized for inclusion in project evaluations. 48 2035'Tigard Transportation System:Plan DRAFT March 2010 Development.of the 2035. TSP Socioeconomic Conditions An evaluation of socioeconomic conditions was conducted as part of the environmental justice analysis for transportation needs. The analysis was conducted in order to meet the needs and avoid undue adverse impacts to certain populations when examining potential transportation improvements. Census data were used to.evaluate census blocks within the planning area based on percentages of the population comprised of one or more of the following populations: • Minority groups — people who did not self- identify astWhite -Non Hispanic • Low - income residents — people who earned between 0 and 1.99 times the federal poverty level in 1999 • Seniors — people 65 years of age or older in 2000 • Non - English speakers — people who stated that they did not speak any English at all in 2000 • People with disabilities — people five years or older with any type of disability: sensory, physical, mental, selftcare, go- outside - the -home, or employment. 49 ¢ Q 5 TAYLORS FERRY RD 0 ::—....\ Figure 4-1 • �j i � C� N O 21 -- ' o 2 4 j ql , 1 L Environmental • RCI -" \ °' 9 • w. CO 2� LOCUS ST «'w..� ••. Resources s . 5 FERa L ¢ ,'_ U� f s ScI{o a 'O' 2 Tigard Urban ` OAK ST 1.4° Planning Area r r > I i i Water Bodies � o w Y PFA , F L _ Wetland Inventory - -. _ iy > E ST M1 ' rT ' i ,i? � , F {AINf 5 5T u Goal 5 RCSOUCCeS O � 'Z e � ..,�, , ; •, i— IIIIIPik Z Fl lain WAI -NUT ST \ ~• •, +� � DARTMOUTH ST 8 4 4 5 •. \� 1 d >� Other Map Elements �....o..e -� W A INUTST t - } . :., P • ; �. ,, ,.,.' a . ,. " i • - _ �yL *4,0 'f AeGRy� H,„,, :I I. - _ _ TC Transit Center a F Ob i t L TS, :-. yd FR Tigard City Boundary Y 3 - •{�1 . 777 ; r ♦ - h G �...«{ - t� .. - h + iii - _1 -- :) g } 99w �j S Cher Rail Lines ce i a....i :OrifiFFIQ . 'C(‘ . ** 4 \ .---- ... i..N. i / � y 217) S � .. . y . - s..A..W,� �L 4 t 4r 5 �wn..r•.... -- ....,.....«. 7 • GAARDE ST Q MCDONALD ST r �, \ id q � « — _ . � « t BONITA RD BONITA RD q , y BUI L MOUNTA RD T.24 rt"..", , 0 i 1 F, - '%a i - 4 ' 1 , 0 ..1 Y. ^rte.. , 1 _ Q' 1 - DURHAM RD f �� w � �r y x.n«.nr« > �� 004� 0 ;� j / s. r •• The information represented on this . a'4 map is current as of February 28, 2010. 1 . Y �� ` Revisions will be made as new decisions �� '� I or amendments occur to alter the content • 0 0.15 0a 0.0 of the map. y JI •1 '( �' • . v ' Miles Sources: City of Tigard, Metro 2008 RL1S Lite ,„ : Figure 4 -2 w1 /� �� /'p TAYLO FERRY RD � ' — Environmental 3' ,t %;f/ ' i% o.;. __ _____r s Justice — _ Populations .4 y W r � Ir. r LOCUST ST '_ I 1 �� w _ A., , � � -2 �� Tigard Urban s a y /c� / 2 , g S FERRY RDq - � y / % %,off !, e OAK ST I j _ i i Planning Area S CROLL . a o , 2 r , a U i r r i / �- PINE ST - i Q r ?f i... / � r U :IS " ,/ / ."''''',11" = • -, � ' Significant Populations* W y h :' . _ s ���c ysy �" / I ~ :/ �7/� , Low-Income III � n < .,‘,.',,i4;9010 �� PFAFFLE ST ,- W !/ Non - English Speak ing O ` Q om' f r q HAINES 5T e � � o � `��i . / s� i : Senior ' , ;, la , • ' I Significant Areas wa cntursr r __ ! :" % r >' � I � �sn Y rr ,, Other Map Elements ‘P'ui y �ALNUT ST QH DARTMOUTH ST_ ! At TC a L � T ST .. 6GR4 <�i / �a yv N2KF = , J T C Transit C enter f I l J ` — J ( _ j I f J J .. • Y L L: iii s sr ° / �\ gar; -;. Tigard City Boundary x & _. 3 A v ,"' < sR ` '' l ® v\ Other Rail Lines % ' ,, , I � ///777 ,. -,/,0 ,/ ..,-.i. ' N, \ ithi■ 1016 RO S y A Vn �4 ...4 : r. t --� ; _ <F. 1 ' --- A LL S f r !' I.o "!Id" GAARDE ST `- �RO �' b ... ,i:m¢ .+w+r 'MCDONALD ST: _ !! Elva ---) .• :......,..::: . _.. . .----..- :::::; , ., Bu , —11 -, . ., ., 1 ,-, , M110UNTAIN RD ` - III BONITA RD - 4 � +.wnrlrrnrur �� RU. .• • ••. . • • :." _ ` �_' l r --L1'-' I „ L 1 . k„,,_ . ';', ......r. � }_` _ . BEEF BEND /7 ` n'.- • �'. D R %T'• ��LII�u �r `/ 1 Q 111: •11 „ ,.. i OM .1 !Rh 1 N ry 000 _ " ���� 1 W!• '"•.,, N> A o •' The information represented on this • VA Sw ^ map is current as of February 28, 2010. _ a Revisions will be made as new decisions j ° 0 0.15 0.3 0,8 or amendments occur to alter the centen a i �� ) ■ of the map. !"."11 1,1✓° 5....... ;i Mlles * Significant environmental justice populations are based on the Metro 2035 Update definition: Census Block Groups with more than 2.5 times the regional average for that population. Note: Block Groups highlighted in yellow represent areas where two or more significant populations are identified. Sources: 2000 Census, 2008 RLIS Lite 2035 Transportation;System Plan - DRAFT March 2010 Development.of the'2035 - TSP Under the Metro 2035 RTP definition,.an area has "significant"' environmental justice populations if it has more than 2.5 times the regional average for that population. Within the Tigard planning area; no significant minority or disabled populations were identified; however several Block Groups were identified.for significant non - English- speaking, senior, and low- income populations. These areas are depicted in Figure 3 -2. The existence of significant environmental justice populations was considered in the evaluation of potential transportation projects both for the capacity to meet needs as well as for potential negative impacts of new facilities. Details of this and other aspects.of the 2008 Base Conditions Analysis are provided in Technical Memorandum #3 in the Volume 3 Technical Appendix. 2035 FORECAST ANALYSIS • Development-of long -term (year 2035) transportation system forecasts relied heavily on the Metro Travel Demand Model. The .model predicts future travel needs based on forecast housing and population. The model also incorporates planned improvements to the transportation system. Future transportation conditions were evaluated based on the forecast travel demand and planned improvements. Technical Memorandum #4: Transportation Needs and Deficiencies included in the Volume 3 Technical Appendix. Metro currently uses;2005 household (single family units, mixed -use units) and employment (retail jobs and "other ") data as its base and has developed year 2035 household and employment forecasts. Year 2035 forecasts include estimates of future households and employment within the. Tigard planning area. The population and employment data for both 2005 and 2035 are summarized in Table 4 -1. TABLE 4 -1 '2035 HOUSEHOLD AND EMPLOYMENT PROJECTIONS 2005 2035 Growth, 2005 -2035 Households I Employment Households Employment Households I Employment 26,160 I 43,734 35,071 I 68,564 I 8,911 24,829 As shown in Table 4 -1, Tigard's. households . are projected to increase by 8,900 between 2005 and 2035 and employment is projected to increase by approximately 24,800 jobs (34' percent and 57 percent increases, respectively). These translate to annualized growth in households of approximately 1.1% per year and annualized growth:in employment of 1.9 % per year. Figure 4 -3 shows tha•the areas anticipated for the most residential growth are on the west side of Tigard and south in the neighborhoods 'around Durham Road. It should be noted that West Bull Mountain is. outside of'the planning area but also• has significant anticipated growth in housing. Figure 4- 4'shows that the areas anticipated for the -most employment growth are concentrated along Highway 217 including the areas around Washington Square Regional Center, downtown, the Tigard Triangle, and Pacific Highway. 55 :Al ,,. \\ Figure 4 -3 sq i•-..., .t. , L T F ' Growth , .� ,_.. '^ �'Q.£ FERRY RD r 1OZ2St'ri101U Gro YY 111 I , 217 1. 2005 to 2035 j �/ : ci � Tigard Urban y s ng •• ; 5 Planning Area �e z .. .... ,FERRY RU 94F i a -.. \, c - 1 ° : � g Ili\ . � Change in Households Per Acre hp 0 N RWE ST,. I Negative or No Change a� ��, .,,.,,,, [ 0 to 0.5 HH/Acre d • e I [j 0.5 to 1.5 HH/Acre 1 � .$`' � �S'e c HAINES it, 1.5 to 2.5 HH/Acre � Q. a l � l " ti ° ' 011.------: g I NM more than 2.5 HH/Acre Ill ,' `• y � �a -�- ' 1 oARTMOUIH ST Other Map Elements t T5 - f \ LY WAL NU O �- -, ' :� �GN7i _ . 1 = . C Transit Center z _� ,.L ,.6 I - 1 J � ",-110 h y � s T' k FR ST I _ Tigard City Boundary -, —_ A y r ! 1 , ) i (S t " �;' ;+ +i- Other Rail Lines - — �� • - .�� � y "� � 5 �.am� 4 AIL 5T . 0 gig : 1. { �rtt, i�T�.r7 Q ��j�e , W = I r \ i • i _ ONA:U 1 t .s - '-q. i ," ARn „ BULL MOUNTAIN RU` MI. r - w _ >. ' _. +:. 1� _1 ! i iO�NITA B.NIT ` 2f. _ i - Ana a 1 - 1 ' _7.�.. Lk t 11.71: ` m 0 T r �.. I ' 1 - r C BEE BEND RD • Ol1R1IAM • 4 � • 9 -� /--- � � . A....7 o.,.0 . ., T {I = P li w. * .. �.. 1, ---444 - va i,,,wn,.+ v 0 .. The information represented on this map is current as of February 28, 2010. Revisions will be made as new decisions t or amendments occur to alter the content ii 02 0 0.8 of the map 7 1 .. Miles Note: Forecast household growth is based on data obtained from Metro and does not reflect recent Tigard plans for increased development in downtown. - Figure 4 -4 i; � 1111116 ,, AY!')R FI PP 1? Forecast i Employment Growth c - - . _ y y 2005 to 2035 . = _ - Tigard Urban ., _ l _ Planning Area ` <a I LOCUST SI - t{0115 . E RRY .RD 9 LF : . - : -CT AK OAK sT Change in Jobs Per Acre mar Negative or No Change y j r Job/Acre � N � 1 0 to 1 Jo y - v 1 i� �� Pr si m IM 1 to 3 Jobs /Acre '�:, .� _ r~ \ N r t� 1 -1 �P= ,� 3 to 5 Jobs /Acre J ,, ._ j �T t i I more than 5 Jobs/Acre :�:.� r �- T j '� -. DAR TMOUTH S T i - y •.� 5 Other Map Elements .. r .- 1 WPINUT S T' -- .� . . �t •P� � - 1 j k q , ryG � BoR h y LNr /k FR TC Transit Center - -- , -) L a -� ' / /' sT 9 ''s T . . Tigard City Boundary s I , - � � r i i, , �. / ' •.4 5 ++++F Other Rail Lines r/Y ( i 1 is . '', r t h 1 I _ r �, -� ; r : " ` L.„......, F .,,-0-1 Hgk F'� 1. .�... �. w . � ` 4 ..k. - GAARDE T _. _- 4e — MC DONALD ST� ---� GT �'P • r 4\ ■ ' - I `.� -� � INN F SON ITA RO.ti... UONITA RD S I ftUL MOUNTAIN RD �� r • ,� tom'' BEEF BEND RD ♦ DURHA R D 1111 : yA� o 0 r a � �..� w ger **The information represented on this map is current as of February 28, 2010. " Revisions will be made as new decisions :r. ! 1 1 i or amendments occur to alter the content I t 0 0 0.a 0.a of the map. n I Miles r i Note: Forecast employment growth is based on data obtained from Metro and does not reflect recent Tigard plans for increased development in downtown. 2035..Tigard :Transportation System Plan - DRAFT March 2010 Development of the -2035 TSP It-should be noted that the City of Tigard plans for increased residential uses in Downtown Tigard which is not reflected in Figure 4 -3. The City has adopted plans to significantly increase housing density in downtown, but these projections were not incorporated into the Metro model data. These planned changes in downtown, along with the City's land use strategy to increase mixed -use development could mitigate the strain on the east -west roadways by shortening home -to -work trips, supporting transit•service, and making walk/bike trips more viable for work, shopping, and other activities: The residential and employment: development patterns reflected in Figures 4 -3 and 4 -4 will have the effect of exacerbating;ezisting pressure on the roadway 'system, especially during the weekday peak periods. The critical directions of traffic flow are generally eastbound in the morning and westbound in the evenings, as commuters travel to and from work via the I -5, Highway 217, Pacific Highway and major arterials_ Accommodating future residential and employment growth with a more balanced distribution of land uses will help to alleviate strain on the transportation system and promote a more efficient use of the roadways. ALTERNATIVES ANALYSIS Substantial effort was devoted to developing and evaluating alternatives to address existing and future transportation needs within the Tigard Urban Planning Area. While there is a recognized need for expanded roadway capacity in some areas, emphasis was placed on measures that provide a balanced multi -modal transportation system and investments that enhance the efficiency of the existing systems. This section provides an overview of the alternatives analysis, project evaluations, and project prioritization that occurred in developing the preferred plan. The process, illustrated in Exhibit 7, is described below: Step 1 Projects from previous planning documents were reviewed and analyzed. Two scenarios were developed to distinguish between planned projects with the higher likelihood of receiving funding. The evaluation.identified: which planned projects are expected to be most effective as well as areas of continued.congestion and capacity problems in spite of planned projects. Technical Memorandum #4 in the Volume 3 Technical Appendix; • Step 2 Transportation System Management (TSM) strategies were applied to the • forecast roadway operations. This scenario was evaluated to determine if the magnitude of the impact of these strategies•could reduce the needs for new roadway infrastructure investments. The TSM strategies that were modeled included 1)' signal system improvements on major corridors, as planned in the 2035 RTP and 2) access management strategies on Pacific Highway, as identified in the Highway 99W Plan. 61 March 2010 2035 Tigard Transportation System Plan - DRAFT Development of.the 2035 TSP Exhibit 7 Alternatives Analysis and Project Evaluation Sieves Result: DraftTSP aefl Proje li end Set DreN Priorities pnpui ned hp TAC , CAC, staff, city codneil) 7 Evaluat Pr e (apera tionOraft sari alysisferred ) P{an 6 Idemifled New Projects (Qu�tadveprojectgoalstiased 'evaluation) 5 a rvkveElluj�yk as lo olBddgsSjra rea A • g?ha�sedevaluegaa 'F Evaluate Indfr bVel • (9valifeftye pr �ajeets Iect goals•ha E valuated A{temative evaluation) • (cperationa Strategtes"- " analysis) 2' • °p L ions e d S Canaria 2 :StarOvith: hafa) 1 Proleet Llst 1rom:Previous, - Planning Efforts Step 3 Individual projects were evaluated both quantitatively and qualitatively. Major roadway capacity increases were modeled to determine the level of travel demand that would be accommodated or otherwise impacted by the project. In addition, a series of evaluation criteria were developed from the goals identified in Section 2. The seven criteria for screening and prioritizing project alternatives were: multi -modal mobility, system capacity, consistency with local /regional plans, safety,. cost- .- effectiveness, environmental resources; and environmental justice. The evaluation criteria were applied to new projects, projects being considered for removal from the TSP and project that were otherwise considered critical or notable. The rating. method used to evaluate each project is illustrated in Table 4 -2. Among the notable findings from this step was that there were projects from previous planning efforts that no longer meet the community goals. As such, the following projects removed from the TSP: 62 2035 Tigard: Transportation System Plan DRAFT March 2010 Developmentof the 2035TSP • Nimbus Road Extension due to environmental impacts to Fanno Creek and related cost effectiveness; • Wall Street Connection due to cost effectiveness and potential environmental justice impacts; and, • New interchange on Highway 217 at the extension of SW 68 Avenue due to inconsistency with the RTP and ODOT plans. Step 4 The projects requiring bridge structures to cross highways and railroad tracks were considered to determinetif all were necessary, identify which needed to be in the 2035 TSP to provide long -term right =of -way protection for the project, and which projects were most desired within the planning horizon. This,review.found thatexisting plans included a total of seven grade- separated crossings. Through the individual project evaluations in Step 3 and the overall review of the number of costly grade- separated crossing proposed, it was recommended and agreed upon by the TAC, CAC, and City Council thatthe following,crossings should be removed from the TSP or modified: • Northern Washington Square Regional Center Crossing (Hwy 217 crossing) — recommended to be modified to a pedestrian and bicycle connection only; • Nimbus Avenue Extension to Greenburg Road (railroad crossing) — recommended for removal due to cost and redundancy with Southern Washington Square Regional Center Crossing; • Wall Street Extension (railroad crossing) — recommended for removal due to cost effectiveness and potential environmental justice impacts as described as part of Step 3; • Dartmouth Street — Wall Street Connection (Hwy 217 crossing) — recommended for removal due to cost and redundancy with the Hunziker Street — Hampton Street Connection; and, • Durham Road Extension — not recommended for inclusion in the 2035 TSP due to limited system benefits and cost effectiveness. 63 March 2010 2035 Tigard Transportation System Plan - DRAFT Development of the 2035 TSP TABLE 4 -2 QUALITATIVE RATING SYSTEM Goal Rating Meaning • Significantly improves transportation options, or connectivity within a mode Multi -Modal Moderately improves transportation options, or connectivity within•a mode Mobility O Does not change transportation options or connectivity • Project improves system capacity System Capacity Project does not significantly change system capacity O Project decreases system capacity • Included as part of other local jurisdiction, regional, and /or state plans Consistency with other jurisdiction Not mentioned in consistent with the intent of other plans Local, Regional Plans 0 Inconsistent with local jurisdiction, regional, and /or state plans Provides a safety enhancement in an area with noted safety deficiency or an • area with significant pedestrian and /or bicycle traffic. Safety O Provides a safety enhancement to one or more modes of travel. O Provides no improvement -or negative impacts to safety for any mode. • Provides significant increases in mobility compared to the relative cost. Cost - Provides reasonable increase in mobility compared to the cost. Effectiveness - O Provides little increase in mobility compared to the cost. • Enhances parks, wetlands, or other - environmentally - sensitive areas Environmental Does not impact environmentally sensitive areas Resources O Impacts environmentally sensitive areas • Enhances transportation options for designated population neighborhoods Environmental O No obvious impact designated population neighborhoods Justice O Negatively impacts designated population neighborhoods The following crossings were recommended to remain in the 2035 TSP: • Northern Washington Square Regional Center Crossing (as ped/bike connection only) • Southern Washington Square Regional Center Crossing • Hunziker• Street — Hampton Connection over Highway 217. Step 5 Step 5 of the alternatives analysis included evaluation of potential new roadway projects that would benefit overall multi -modal system operations. Two of the notable new projects in the 2035 TSP include the North Dakota- Pfafile Neighborhood Route and North Dakota Realignment. These projects are envisioned to occur in tandem with or subsequent to realignment of Tiedeman to be removed from the North Dakota /Greenburg Road intersection. 64 2035 - Tigard. Transportation System Plan - DRAFT March 2010 Development of the 2035 TSP The North Dakota - Pfaffle. Neighborhood Route and North Dakota. Realignment would provide a much needed east -west connection between Pfaffle and North Dakota Streetover Highway 217 and would provide; an alternative. to Pacific Highway and Walnut for travel between east and west Tigard. Traffic calming measures could be implemented to keep travel speeds consistent with a Neighborhood Route; however, measures to reduce traffic volumes on this route would reduce the benefit of the crossing which.will cost several million dollars. An additional roadway project is a future north -south connection between Dartmouth Street and Beveland Road. This potential connection would provide an alternative route for traffic on SW 72 °d Avenue within the Tigard Triangle and may create opportunities for development on either side of the new roadway. Step 6 A final model run was conducted to include the results of Steps 1 through 5 including currently funded projects, TSM strategies, and recommendations for new projects and projects to be removed from the TSP. Step 7 Step 7 of the alternatives analysis included identifying the finalized package of improvements for the 2035 TSP and setting draft project priorities based on theproject goals and objectives, individual projectevaluations, input from the TAC, CAC, city staff and city council. Summaries of each of the.project evaluations and the resultsiifthe Step 6 model run are included in Technical Memorandum #5 in the Volume 3 Technical Appendix. 65 March 2010 2035 Tigard Transportation System Plan - DRAFT Development of the 2035 TSP • CHANGES FROM 2002 TSP The following summarizes new projects added to the 2035 TSP that were not included in the 2002 TSP as well as summarizes projects that were in the 2002 TSP but have been modified in the 2035 TSP. New Projects In addition to new pedestrian and bicycle projects, several new transit roadway projects have been added to the 2035 TSP including the following: • Transit Projects o On -going planning activities with TriMet and Metro to bring High Capacity Transit to the Highway 99W/Barbur Boulevard corridor. o Support for existing high activity bus stops by providing benches, shelters, and real - time information. o Support for existing high frequency bus service on the Pacific Highway corridor by providing benches, shelters, and real -time information at bus stops. o A bicycle hub, with additional bike racks and covered bike lockers at the Tigard Transit Center. o Local connector transit service in the Tigard Triangle and in connection with the High Capacity Transit planning. This service could connect the Tigard Triangle to Downtown, and /or the Washington Square Mall and potentially residential areas and should be coordinated with other transit service. • Roadway and Intersection Projects o Pfaffle -North Dakota east -west connection with Hwy 217 over - crossing, to provide a neighborhood route, connecting from 99W at 78th to Scholls Ferry Road, via N. Dakota: Includes realignment of North Dakota at Greenburg Road to provide a continuous east -west connection. Requires purchase existing building. o Traffic signal or other intersection treatment at Pfaffle Street/Hall Boulevard. o Construct intersection improvements at Durham Road and Upper Boones Ferry Road to provide dual southbound right -tums, dual eastbound left- turns, eastbound right- turns, existing and improve signal timing. o Dartmouth - Beveland north -south connector to provide an alternative to SW 72nd Avenue for travel within the Triangle. Updated Projects Projects in the 2002 TSP were reevaluated to determine if changes or other updates were warranted. The following summarizes the significant updates incorporated into the 2035 TSP: 66 2035 Tigard Transportation System Plan - DRAFT March 2010 Development ofthe 2035 TSP • Hall Boulevard Widening, Oleson Road to Pacific Highway- (Project #45a): The 2002 TSP includes a project to widen Hall Boulevard to 5 lanes•in this section. The 2035 TSPincludes this project as a 3 -lane cross - section while filling in gaps in the sidewalk and adding bikeways. • Highway 217 Overcrossing (Project #22): The 2002 TSP identified this new roadway to have a5 -lane cross- section. Due to improved multimodal facilities and travel pattern changes in thearea; the 2035 TSPincludes this project with a 3 -lane cross - section. • 'Northern WSRC Crossing (Project #MUP7): The 2002 TSP identified this as a Highway 217 crossing that accommodated pedestrians, bicycles, and vehicles. The 2035 TSP includes this crossing as multi - use path only -that does not accommodate vehicles. • Walnut Street (Project #48): The 2002 TSP included this project as a full 3-lane cross - section, while -the 2035 TSP includes this facility as a 2 -lane cross - section providing turn -lanes where necessary. • Ash Avenue Extension (Project #s 18 and 27): This project includes a 3 -lane cross - section in the 2002 TSP. Based on the desire to improve access and safety for pedestrians and bicycles downtown, this project is included in the 2035 TSP with a 2 -lane cross - section providing turn -lanes where necessary. Other Project Notes Scholls Ferry Road Widening from 121st to Barrows (Project #28) has been identified for ROW preservation. The Washington County TSP shows this segment as five lanes in the future. Based on its, "Long -term" designation and definition of long -term projects in the 2035 TSP, widening to seven lanes would not be conditioned upon development; however, ROW would be obtained. 67 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation System Plan Transportation System Plan This section presents the multi -modal Transportation System Plan for the City of Tigard. The purpose of the Plan is to support the vision and goals presented in Section 2 by logically providing for the systematic care and expansion of the City's multi -modal transportation system. The Tigard 2035 Transportation System Plan presented below provides the policy and regulatory framework to guide the expansion of the system and the prioritized list of actions and improvement projects to meet the future travel needs within the community. The Transportation System Plan is organized into the following major sub - sections: • State and regional planning context; • Policy /regulatory elements for management and design of roadways; • Future modal system plans for the roadway, pedestrian, bicycle, and transit systems; • Summary of all planned projects and project priorities; • Transportation plans for Special Areas including Downtown, the Tigard Triangle, and Washington Square Regional Center; and, • Modal plans for the rail, air, water, and pipeline systems. PLAN AREA The City of Tigard is located within urban Washington County and the three county (Multnomah, Clackamas, and Washington Counties) Metro Service District. Tigard's current boundaries are generally defined by Scholls Ferry Road to the north, I -5 to the East, the Tualatin River to the south, and SW Barrows Road and a saw - toothed line extending as far as SW 154th Avenue to the west. Figure 5 -1 presents a map of the area included in the Tigard 2035 Transportation System Plan which includes the City of Tigard and sections of unincorporated Washington County that are part of the - Tigard Urban Planning Area. These unincorporated areas are required to be included in the 2035 TSP by the Transportation Planning Rule. The Highway 217 interchange at Scholls Ferry Road is also shown in the figure even though it is in the City of Beaverton, but is included in this study because its operations effect adjacent intersections within Tigard. Directly west of the Tigard planning area is the West Bull Mountain Planning Area (Areas 63 and 64) which was brought into the urban growth boundary in 2002. That area is being planned under a separate effort. being led by Washington County and •is, therefore, excluded from the Tigard Planning Area. 70 � ' TAYLORS FERRY RD Figure 5 -1 .....-;\ t ____ 7 __ Transportation D 2,T' — l _ � , i a (--- _ System Plan e _ W ` •t Boundaries i RO -7 • w = LOCUST ST ' SGHO LLS fERR� 4 1 . ; a v g 1 _�' t : Q `` ----- i OAK ST Tigard Urban PINE ST Planning Area • t Tigard City Boundary • w F.:, _ L -. -- — 1 ra ■m Urban Planning Area PFAFFL � k hol1/4. I > HAINES S T �� ` °� + , ' � ��' ? : Other Map Elements ` W ALNU - 5r -- --( I _. -- 1 � ♦n ♦ ' "1 DARTMOUTH ST �'Q • I 1 - - .. � .. _ O Transit Center ( WALN sY • - a. f+++ Other Rail Lines } � 3 Fr w �� � ty q kip ea . ea M l !i[ _ J ST Zisr h T br o l 9 I w� _ •. R F , �. i j , I �� \ _ =1 WALL SY of o z n ` � ! f O q¢ I'"�-P. .' • GAAR E ST S MCDONALD ST 3 4 �� . 4> C 1 l i t 4,1 Ell R9< . 1 t j i t' ` BULL MOUNTAIN RD r %' - BONITA RD' BONIT A RD I t >- %,... u t 4 -� w. Z at o �.. — ... '1 _l m w •` B BEND R DURHAM RD ' - w << 4, ' I/ if i TO i . I � a X00 1' r j z a �1Q 1 • € r a t f �� •' The information represented on this • map is current as of February 28, 2010 Revisions will be made as new decisions G �_ s 0.J 0.6 or amendments occur to alter the • 4.1 content of the map. ■ Miles City of Tigard 2035Transportation System Plan - DRAFT March 2010 Transportation'System Plan STATE AND REGIONAL PLANNING CONTEXT While the focus of the 2035 Tigard Transportation System Plan (2035 TSP) is the transportation system' within the Tigard Urban Planning Area, the transportation facilities within the 2035 TSP area also have an important role in the state and regional transportation system. In keeping with Goal 5 for the -2035 TSP regarding inter - agency coordination, the 2035 TSP is consistent with the requirements of statewide an &'regional transportation plans and policies. Facilities Three :major:regionabtransportation facilities traverse the City of Tigard: Interstate 5, Highway 217, and PacificHighway (99W). These facilities are state highways under the jurisdiction of the Oregon Department of Transportation (ODOT) are subject to the operational and design requirements placed by the state. Plans for improvements to the highways and interchanges, as well as changes to adjacent land uses and access points must be developed in a manner consistent with ODOT plans, guidelines and standards. Further; each of: - these facilities delineates a Regional Mobility Corridor in Metro's 2035 Regional Transportation Plan (RTP) (Reference 4). The corridors, while anchored by major roadway facilities, also encompass local streets and, multi -modal facilities: Metro's Mobility Corridor Atlas identifies the following four corridors connecting to Tigard: • Corridor 2 North: I -5 connecting Tigard to Portland Central City and points north and east. • Corridor 2 South: I -5 connecting Tigard to Tualatin and points south. • Corridor 19: Highway-217 connecting Tigard to Beaverton and Hillsboro (via Highway 26). • Corridor 20: Highway 99W connecting Tigard to Sherwood- Newberg. By identifying and managing multi -modal corridors, Metro is shifting transportation planning away from a focus on facilities and toward a focus on providing connections using a system of modal options. Multi -modal refinement plans for each of these corridors are planned to be conducted as part of the 2035 RTP Update: A Metro summary of existing conditions for each of these Regional - Mobility Corridors is provided in Appendix C of the Volume 2 Technical Appendix. Mobility Standards & Plan Amendments Several land use strategies are identified =in Section 3 as measure to help reduce single occupancy vehicle (SOU) travel. These land use strategies are also important in order to support transit investments, including the Southwest Corridor HCT service in Tigard. In particular, transit supportive land uses tend to include higher densities and mixed uses, as well as design elements that make walking and bicycling'safe, "convenient, and comfortable. Amending Tigard's existing zoning to allow higher density developments may present challenges with respect to meeting ODOT performance standards for adjacent state highways. This is a known issue in downtown, WSRC; along Pacific Highway; and in the Tigard Triangle, and may also arise in other areas near -state highways or freeway-interchanges. There are numerous measures that can be 73 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation System Plan taken in the land use planning and design process to reduce trip generation from increased development. These include: • Parking management, including pricing and time limits; • Reduced parking requirements or parking maximums for new development; • Improved facilities for pedestrian and bicycle access and circulation; • Complementary mix of land uses; • Improved connectivity for motor vehicles as well•as for bicycles and pedestrians; and • Transportation system management (TSM) measures to improve traffic operations without significant capacity expansions. The above measures are an effective approach to reducing traffic impacts from increased development. Additional transportation mitigations are primarily focused on improving general transportation conditions fonall travel modes. While these measures may be pursued for their own merit, they are also identified as an option for transportation mitigations where increased density results in higher trip generation: • Access management to improve general traffic operations on arterials and collectors; and, • Mitigation of known safety and access deficiencies for motor vehicles, transit, pedestrians, and /or bicycles. The City will continue to with Metro and ODOT to develop transportation and land use strategies that support Tigard transportation and community development goals, Metro's 2040 growth concept, and ODOT performance standards. Greenhouse Gas Emissions In 2007 the Oregon legislature adopted the following statewide targets for greenhouse gas emissions (GHGs) among all sectors, including energy, solid waste, buildings, and transportation: • 2010: stop increases in GHG emissions • 2020: ten- percent reduction in GHG emissions (from 1990 levels) • 2050: fifty - percent reduction in GHG emissions (from 1990 levels) This was followed by the adoption of House Bi11,2001 (Jobs and Transportation Act, or JTA) in 2009, which focuses on reducing GHG emissions from light -duty vehicles. The technology and methodology to measure GHG emissions for specific transportation plans and projects is still under development. These next steps have been adopted by the legislature and by Metro as a priority for further transportation planning activities. 74 City of Tigard .2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan Successful GHG reductions can result from reducing vehicle miles traveled (VMT) per capita; increased. transit, bike, and pedestrian travel; and shorter trips due to compact, mixed -use development. The .City of Tigard incorporates these concepts and objectives in the 2035 TSP and actively seeks opportunities for their fulfillment in the Downtown, WSRC, Pacific Highway corridor, and Tigard :Triangle. POLICY /REGULATORY ELEMENTS The following section includes the policy and regulatory elements of the transportation system that guide development review and project development in Tigard. Functional Classifications The functional classification of a roadway defines the primary role in terms of providing mobility and access. An individualstreet's classification directs the design and management of the roadway, including' right of way needs, the number of travel lanes and other cross - section elements, and access<rnanagementistandards. Figure 5 -2 shows the functional classification for each roadway in Tigard. The City of Tigard functional classification policies includethe following designations: • Freeway • Collector • Principal Arterial • Neighborhood Routes • Arterial • Local Streets Freeway Freeways are state facilities that provide the highest level of regional mobility and connectivity. These roadways usually extend across several jurisdictions and are often characterized by limited access points and high travel speeds. ,In Tigard, I -5 and Highway 217 are access controlled freeways. Principal Arterials In Tigard, principal arterial streets are state facilities-that providea high level of regional mobility and connectivity, provide access to' freeways via interchanges, but also serve local trips to and from major commercial,.residential,..industrial, and institutional areas. Principal Arterial streets maintain mobility -as a priority. Access control is very important on Principal Arterials although full freeway access control is not feasible due to the need to provide access to the arterial and collector street system. In Tigard, Pacific Highway is a principal arterial street. Arterial Streets Aiterial.streets :serve to connect and support the freeway and principal arterial system. These streets link major commercial, residential, industrial, and institutional areas. Arterial streets are typically spaced about one mile apart, and maintain mobility as a priority. Access control is important on arterial routes,, but not to the extent of principal arterial systems. Many of these routes connect to citiessurrounding Tigard and commonly provide access to freeways via interchanges. 75 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation System, Plan Collector Streets Collector streets provide both access and mobility within and between residential and commercial /industrial areas. Collectors differ from arterials in that they provide more of an intra- city circulation function, do not require as extensive control of access (compared to arterials), and provide access to residential neighborhoods. These roadways distribute trips to and from the neighborhood and local street system. Neighborhood Routes Neighborhood routes are usually long relative to local streets and provide connectivity to collectors or arterials. Neighborhood routes have greater connectivity and are used by residents in the area to get into and out of the neighborhood, but do not serve citywide /large area circulation. Neighborhood routes are typically about a quarter to a half mile in total length. Traffic froni.cul -de- sacs and other local streets may connect to neighborhood routes for access to higher order streets. Local Streets Local Streets have the primary function of providing access to immediate adjacent land. These streets typically have several driveways and are not intended for long- distance trips. Through traffic on local streets is discouraged by design. Truck Routes Freight trucks need to travel to and from the freeway system to their destinations. The state and local agencies designate truck routes to help channelize freight traffic to the most desirable routes for trucks and to ensure that the system is designed to accommodate necessary freight movement. I -5, Highway 217, and Highway 99W are designated statewide freight routes, while Hall Boulevard, Beef Bend Road, Scholls Ferry Road, Upper Boones Ferry Road and sections of Durham Road and 72nd Avenue are City of Tigard designated freight routes. Figure 5 -3 shows the designated Freight Routes in Tigard. This system provides connections with truck routes serving areas within and outside of Tigard making efficient truck movement and the delivery of raw materials, goods, services and finished products possible. These routes are generally found in and serve areas where. there are concentrations of commercial and /or industrial land uses. Among the study roadways the highest volume of truck traffic is found on Highway 99W. In addition, Scholls Ferry Road and Hall Boulevard also carry relatively high truck volumes. 76 -� ..... 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C zs / a : a i n j , 1 y,..,.._ i..._... i ,Mies o eino-ni of mm mmr March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation System Plan Typically, NTM receives a favorable reception by residents adjacent to streets where vehicles travel at speeds above 30 MPH. However, NTM can also be contentious because it may be perceived by one neighborhood as just moving the problem from one neighborhood to another rather than solving it. Traffic calming may also be perceived as impacting emergency travel or raising liability issues. A number of streets in Tigard are identified in the functional classification as neighborhood routes. These streets are typically longer than the average local street and might otherwise attract cut - through traffic. These would be appropriate locations for consideration of NTM applications. Street Design Standards (Cross Sections) Roadways in Tigard are the primary means of mobility-for residents, serving the majority of trips over multiple modes. Pedestrians, bicyclists, public transit, and motorists all use public roads for the vast majority of trips. Therefore, it is increasingly important to plan, design, and build new roadways in a manner that improves multi -modal access and mobility. The City of Tigard street design standards ensure that all streets are constructed as "complete streets" and include facilities for pedestrians and bicycles and also provide drainage and landscaping where appropriate. Because they are reviewed and updated periodically, the City of Tigard's street design standards are located in the city's Community Development Code section 18.800 Street and Utility Improvement Standards. The city has specific design standards for the Tigard Triangle, Washington Square Regional Center, Pacific Highway and Downtown that have been adopted as part of area plans. These should be consulted when working within these areas. Pedestrian and Bicycle Facilities The typical roadway cross sections include the following elements: right -of -way, number of travel lanes, parking, bicycle and pedestrian facilities, and other features such as landscape strips. The standards represent the preferred cross - sections for each roadway designation and should be the minimum for new roadways and reconstructed roadways with adequate space available. All roadway improvements should include provision of sidewalks and bicycle facilities per the street design standards. Landscape Requirements Street design standards in the Community Development Code (Section 18.810) include landscaping requirements intended to mitigate the environmental and visual impacts that transportation infrastructure has on the surrounding community. All new and improved.roadways are required to include street trees and landscaping consistent with guidelines in the development code and should consider incorporating public art, bioswales and other aesthetic /environmental treatments that improve livability and protect the environment. Intersection Performance Standards Traffic conditions at intersections are typically measured in terms of their ability to accommodate traffic demand (volume -to- capacity, or v/c ratios) and the average delay experience by vehicles 82 City of : Tigard 2035Transportation System Plan - DRAFT March 2010 Transportation'System Plan (level of service, or LOS). Performance standards for intersections are established by the agency with ownership over the roadway. Intersections on state facilities (Pacific Highway, Hall Boulevard, segments of.Scholls Ferry Road, and freeway ramp intersections) are identified in the Oregon Highway Plan (OHP). ,Washington County should be consulted for standards for County roadways. The City of: Tigard street improvement standards are provided in 18.810 of the development code. Alternative Mobility Standards The City of Tigard shares the: state and regional goals of providing a balanced transportation system that reduces reliance on automobiles. Among the highly effective strategies to achieve this goal are land use strategies that promote compact urban development types that encourage walking, cycling, and transit use: At the same time, intersection performance standards are linked to trip generation and limit °the development potential of an area. In this way, the intersection performance targets can effectively preclude the land use strategies needed to support the multi- modal transportation goals. At this writing, Metro and ODOT are working with local jurisdictions to addressthis apparent conflict. The City of Tigard is participating in these discussions which are aimed at identifying alternative mobility',standards . that will protect the function of the state highways as well as other state and regional. transportation goals. The City further recognizes that the quality of a transportation system can be measured in many ways, including reliability, safety, and multi -modal mobility. Safety Transportation has no higher objective than safety. Historic crash data from roadways within Tigard reveal that the highest crash locations are consistently on state or county roads, including Pacific Highway, Scholls Ferry Road, and the Highway 217 and I -5 ramp intersections. Such data were used as a key criterion in the evaluation of potential improvement projects for the 2035 TSP. The City will continue to consult Washington County and ODOT rankings for crash locations. In addition to including safety issues as a primary factor in identifying and prioritizing transportation investments, safety considerations are incorporated in the City's design standards for transportation facilities. These include design standards for intersections, traffic control devices, and.street cross section elements. Access Management Standards Access management refers to a set of measures regulating access to streets, roads, and highways, from public roads and private driveways.. Such measures may include minimum distances between highway approaches, as well as turning movement or other restrictions. Access management is an effective: means. of maximize efficient traffic flow and minimizing conflict points due to vehicle turning movements. Access management standards vary depending on the functional classification and purpose of a given roadway. Roadways on the higher end of the functional classification system (i.e., arterials 83 March 2010 2035 Tigard Transportation System Plan DRAFT Transportation System Plan and collectors) tend to have higher spacing standards, while facilities such as neighborhood routes and local streets allow more closely spaced access points. Chapter 18.705 of the Tigard Development Code identifies access requirements and restrictions on City of Tigard facilities. Access spacing standards for ODOT facilities should be obtained from the Oregon Highway Plan (Reference 5). Access spacing standards for Washington County facilities are identified in the county's development code under Roadway Access (501 -8.5). Connectivity Guidelines Roadway connectivity describes the road network characteristics related to frequency of and distance between connections to cross streets. A well- connected network minimizes the need for out -of- direction travel while supporting efficient dispersal of travel demand among multiple parallel roadways. A common example of efficient roadway connectivity is the traditional grid system, with north -south and east -west streets spaced at generally equal distances. In Tigard, the existing major roadways, along with topography, natural resources, and land development patterns preclude this type of network on a large scale. However, it is possible to plan for good connectivity by preserving right of way for future connections and prioritizing funding to alleviate existing and future bottlenecks at key crossing locations. Street connectivity standards are provided in the Tigard Development Code (18.810.H). The street connectivity standards are consistent with the Regional Transportation Functional Plan which requires full street connections with spacing of no more than 530 feet, with a- maximum 200 -foot length for cul -de -sacs. Section 18.810.040 further specifies maximum perimeter for blocks of 2,000 feet and requires that that bicycle and pedestrian connections be provided at no more than 330 -foot spacing. Exceptions to these requirements can be made for several reasons, including environmental or topographical constraints or the built environment. Transportation System Management & Operations As part of its 2035 RTP, Metro has a regional Transportation Systems Management and Operations (TSMO) Plan that identifies TSMO strategies for facilities within Tigard. The TSMO Plan includes implementation of Active Corridor Management (ACM) on several major arterials within and through the City, which will improve traffic flow by expanding travelerinformation and upgrading traffic signal equipment and timings. Specific actions include the following: • Upgrade traffic signal controllers and establish communications to the central traffic signal system; • Provide arterial signal detection (including bicycle detection where appropriate) and routinely update signal timings; and, • Provide real -time and forecasted traveler information on arterial roadways including current roadway conditions, congestion information, travel times, incident information, construction work zones, current weather conditions and other events that may affect traffic conditions. 84 City of Tigard.2035..Transportation System Plan - DRAFT March 2010 Transportation System Plan Additional strategies will include signal enhancements that detect and prioritize transit vehicles at signalized intersections. The complete list of TSMO projects for the Regional Mobility Corridors in Tigard are provided in Appendix D of the Volume 2 Technical Appendix. Travel Demand Management Transportation Demand Management (TDM) measures include any method intended to shift travel demand from single occupant vehicles to non -auto modes or carpooling, travel at less congested times of the day, or shift to locations with more available vehicle capacity. Given the significant motor vehicle capacity deficiencies under forecast conditions, an increase in transit, walk, and bike made:shares is essential to the future transportation system in Tigard, as muchas adding roadway capacity for increased. demand, and would help reduce the scope.and scale of the deficiencies. Th Metro 2035 RTP includes TDM strategies including parking management, providing more bicycle facilities, and supporting Transportation Management Associations (TMAs). The TDM projects in the Metro TSMO plan within Tigard include the following: • Individualized marketing in the Tigard Town Center (Downtown) and adjacent neighborhoods to encourage travel options through delivery of localized information and services; • Support ofpublic- private partnerships Transportation Management Associations (TMAs) in regional centers and town centers to help employees and /or residents increase use of travel options; • Parking management:atthe Washington Square Regional Center and in Downtown • Bike sharing at transit - oriented developments large employers, colleges, hotels, and significant transit stops in the Beaverton to Tigard Corridor The City of Tigard does not have a dedicated TDM program;.,however the Westside Transportation Alliance (WTA) is a TMA serving Washington County, The WTA assists employers in developing, implementing, and monitoring programs to reduce commute trips by SOV. The City of Tigard is a member of the WTA, as are most neighboring jurisdictions and many private employers. While the emphasis at WTA is to help employers create TDM programs, the WTA web site provides an "information hub" that individuals can use to find out about a myriad of travel options, including transit service, park - and -ride lots, bicycling, carpool matching, and other services. The complete list of TSMO projects for the Regional Mobility Corridors in Tigard are provided in Appendix D. Parking Parking in Tigard. is owned by the City as well as private property owners. Privately owned parking is typically "accessory" parking which is developed on -site in support of a specific development. Accessory parking is typically restricted to the employees, residents, customers, guests or others:associated with a specific property. 85 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation System Plan Accessory Parking New land uses are required to provide on -site parking to accommodate their own parking demand in order to protect surrounding land uses from over flow parking impacts. The amount of parking required is expressed in the form of parking ratios in the development code (see 18.765 of the Development Code). The Tigard parking ratios incorporate minimum and maximum ratios, consistent with the requirements of the Metro Functional Plan. Although the•intent of parking is to accommodate all impacts on site, accessory parking can also encourage single occupancy vehicle (SOV) travel which increases traffic volumes on the roadways. This is contrary to the multi -modal aspirations of the City. Further, surface parking requires large paved areas which negatively impact the pedestrian environment, storm water run -off, and urban character, at the same time that they increase development costs and reduce development opportunities. In some areas, it is appropriate to reduce parking minimums or to impose maximums for new development. Total parking supply could also be reduced by allowing and promoting shared parking among neighboring property owners. Reduction in parking requirements should be considered part of the overall approach to Travel Demand Management and will be most effective if undertaken in conjunction with other activities, such as improved transit, pedestrian, and bicycle services, and a larger role for public parking. Public Parking Public parking in Tigard is generally limited to curb parking on public. streets. Curb parking in Tigard is most prevalent on local streets serving residences and in downtown. Most of the parking is unrestricted, though there are some time limits for curb parking in downtown. In addition to public curb parking, there is a park- and -ride lotat the downtown Transit Center. The lot is owned by TriMet and is intended to serve transit riders using TriMet buses or WES. However, there are no enforcement measures in place at this time. In areas identified for more urban development character, such as downtown, it will be necessary for the City to ensure an active role in managing public parking resources to ensure that they support community and neighborhood goals. MULTI - MODAL IMPROVEMENT PROJECTS The purpose of the Tigard 2035 TSP is to support the vision and goals presented in Section 2 by logically providing for the systematic care and expansion of the multi -modal transportation system. This TSP provides a list improvement projects to meet the future travel needs within the community. These projects will supplement the policy and management strategies in this TSP. Approximately 145 individual improvements were identified to address existing and future transportation needs and deficiencies. These projects were conducted at a planning level and serve as direction for further planning of transportation investments. While some of these improvements are warranted under existing conditions, in other cases projects are identified to address the 86 • City of Tigard -2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan transportation needs to accommodate forecast growth. In some,casesrtheplanning -level assessment has identified a specific proposed treatment; however, a more detailed analysis will be required to identify any environmental, topographic, right -of -way, or other construction constraints and to identify specific treatments and alignments. • The identified projects include site - specific low -cost improvements, such as, bicycle lanes and pedestrian crossing improvements, as well as larger scale:projects (e.g., interchange improvements or freeway overcrossings) needed to address issues on!State or County roadways.. These larger projects will require a leadership role by state, county, .and /or regional partners, but would be supported by the City. All of the projects are summarized in Table 5 -2. The remainder of this section identifies and organizes the infrastructure investments as follows: • City -wide improvements, organized by mode: o Roadway system (Figures 5 -4 & 5 -5) o Pedestrian system (Figure 5 -6) o Bicycle Systemv(Figure 5 -7) o Transit System (Figure 5 -8) • Multi - modal improvements, organized by time -frame and priority: o Near -term (Figure 5 -9) o Near- and Mid -term (Figure 5 -10) o Near -, Mid -, and Long -term (Figure 5 -11) • Multi -modal improvements within special areas: o Tigard Triangle (Figure 5 - 12) o Washington Square Regional Center (Figure 5 -13) o Downtown (Figures 5 -14 & 5 -15) 87 88 TABLE 5 -2 MULTI -MODAL PROJECT IMPROVEMENT LIST Project Special Related Cost ID Name Project Type Description Area Jurisdiction Timeframe Projects Estimate .r_ -. L t _ . a „_. RoadwayP.�ojectsa ? 3 ..A_ _ a_ - . x OR 217/72nd Ave Interchange Complete interchange reconstruction Tigard 4 Interchange Improvement with additional ramps and Triangle ODOT Near -Term 4, 23 $30,000,000 Improvements overcrossings. I -5 /OR 217 interchange Interchange 5 from 72nd Ave to Bangy Improvement Interchange Improvements ODOT Near -Term $81,500,000 Road Widen bridge to 6 lanes to provide 2nd 6 Upper Boones Ferry/ Interchange westbound through lane, 2nd ODOT Near -Term $20,000,000 I -5 northbound Improvement northbound left -turn lane, eastbound separate through and left -turn lanes. Realign /reconfigure Durham Road, Upper Boones Ferry Road intersections /roadway to accommodate traffic flow between Durham Road and Durham Road Interstate S. -A refinement study is Road Widening 7 Realignment at Upper and /or needed to addresS alignment of Tigard Long -Term 7,. 8, 9, 10 $7,200,000 Boones Ferry -Road Reconfiguration Durham and Upper Boones Ferryand intersection - alignment of southern Durham Road. and 72nd Ave. As part of this project Upper Boones Ferry Road from Durham to Sequoia Parkway should be widened to 5 lanes. 72nd Ave /Upper Boones Widen Upper Boones Ferry from lower 8 Ferry Road Road Widening 72nd Avenue to upper 72nd Avenue. Tigard Near -Term 7, 8, 9, 10 $1,000,000 Assumes 5 lanes on 72nd Avenue. 9 Upper Boones Ferry/ Intersection Eastbound right turn lane ODOT /Tigard Near -Term 7, 8, 9, 10 $500,000 I -5 southbound Improvement Intersection 10 72 " /Upper Boones Ferry Improvement Intersection Improvements Tigard Near -Term 7, 8, 9, 10 $1,000,000 Hall /Hunziker /Scoffins Intersection Realign offset intersection to cross 11 intersection Realignment Realignment intersection to alleviate congestion and ODOT /Tigard Near -Term $5,000,000 safety issues. City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan City of-Tigard 2035 System Plan - DRAFT March 2010 Transportation System Plan - Project Special 'Related Cost ID Name Project Type Description Area Jurisdiction Timeframe Projects Estimate Realign Tiedeman•and /or North Dakota between Tigard Street and North Tiedemari,Realignment at Road 12, 13, 14, 12 :North Dakota Realignment Dakota to.form.a T Intersection at WSRC Tigard Near -Term 56, 58 $6,000,000 North Dakota wes•of the railroad tracks. Greenburg /North Dakota After realignment of Tiedeman 13 Intersection Geometry Intersection (Project: #12), realign remaining legs WSRC Tigard Near -Term 12, 13, 14, $3,500,000 Improvements Realignment to conventional form. 56, 58 North Dakota- Pfaffle New Road/ Pfaffle- North Dakota east -west connection with Hwy 217 - over- crossing 12, 13,.14, 14 Highway 217 over Intersection - WSRC Tigard Long -Term $15,000,000 crossing Realignment tdprovide a neighborhood route (See 56, 58 Projects: #12 and #13). Extend Ash Avenue across the - railroad 17 Ash Ave Railroad Crossing New Road tracks - from Burnham to Commercial Downtown Tigard /ODOT Near -Term $3,000,000 (Burnham.to Commercial) Street. Rail 18 Ash Ave Extension New Road Extend Ash Avenue from Maplewood, Downtown Tigard Near -Term $5,000,000 (Maplewood to Burnham) across Fanno Creek, to Burnham. Extend Atlanta Street west to Tigard 19 Atlanta Street Extension New Road Dartmouth Street Triangle Tigard Mid -Term $3,800,000 21 Hall Boulevard Extension New Road Extend south to Tualatin across the ODOT/Tigard Lon Term Tualatin River 9 9 $60,000,000 Hwy 217 Over - crossing :at 22 Washington Square New Road Provide•a new connection from Nimbus WSRC Tigard Long -Term $25,000,000 Regional Center - to Locust Cascade Plaza Hwy 217 over - crossing - Connect Hunziker Road to 72nd 23 Hunziker- Hampton New Road Avenue— requires over - crossing over Tigard Mid -Term 4, 23 $30,000,000 Connection ORE 217— removes existing 72nd Ave / Hunziker intersection Improvements to distribute east /west Oak - Lincoln- Locust Street traffic between Locust and Oak Streets Collector System and improve accessibility to Lincoln 24 (Washington Square New Road Center commercial district. Includes WSRC Tigard Mid -Term $3,000,000 Connectivity Lincoln Street extension to Oak Street. Improvements) (Lincoln Street portion anticipated to be constructed by development) 25 Taylors Ferry Road New Road Extend to Oleson Road WSRC WACO Mid -Term $4,390,000 Extension 89 90 Project IM Special Related Cost ID Name Descri•tion Area Jurisdiction Timeframe Pro'ects Estimate Walnut to Ash Street Extend Walnut east of OR 99W to meet 27 Extension New, Road Ash Avenue. Downtown Tigard Near -Term $14,000,000 Widen to 3 lanes between. Tigard 29 68th Avenue Road Widening Dartmouth /I -5 Ramps and south end Triangle Tigard Mid -Term $0 31 72nd Avenue Widening: Road Widening Widen to 5 lanes Tigard Tigard Mid -Term 31, 32, 33, $10,000,000 Ore 99W to Dartmouth Triangle B15; P19 32 72nd .Avenue Widening: Road Widening Widen to 5 lanes Tigard Tigard Mid -Term 31, 32, 33, $25,000,000 Dartmouth to Hunziker Triangle B15, P19 33 72nd Avenue Widening: Road Widening Widento 3 lanes Tigard Long -Term 31, 32, 33, $15,000,000 Hunziker td Durham 815, P19 Widening 121st Avenue to a 2 -lane 34 121st Avenue Complete Street roadway with sidewalks and bicycle Tigard Near -Term $1,580,000 Complete Street lanes between Walnut and Gaarde Street Beef Bend Road Complete 3 -lane section from 131st to 35 to Complete Street Complete Street 150th. This is a Washington County WACO Mid -Term $2,280,000 facility. 36a Bonita,Road Widening Road Widening Widen..to 5 -lanes from Hall to 72nd Tigard Near -Term $20,000,000 36b Bonita Road Widening Road Widening Widen to 5 - lanesfrom 72nd Avenue to Tigard Mid -Term $25;000,000 city limits east of I -5 (Bangy) Complete 5 -lane section from Costco to Tigard 37 Dartmouth St. Widening Road Widening 72nd Ave (small section missing in Triangle Tigard Near -Term $320,000 eastbound direction only) Widen to.4 lanes plus turn lanes and Tigard 38 Dartmouth St. Widening Road Widening sidewalks between 72nd Avenue and I- Tigard Near -Term $4,410,000 5 (68th) Triangle Widen to 5 -lanes from 99W to Hall Blvd 39 Durham Road Widening Road Widening including bikeways and sidewalks. Add Tigard Mid -Term $21,200,000 2nd southbound left- turn1ane at the intersection of HSI /Durham. • Widen to 5 lanes (total, both 40 Durham.Road Widening Road Widening directions) between Hall Boulevard and Tigard Mid -Term $21,090,000 Upper Bdones.Ferry Road 41 .Greenburg Rd. Widening Road Widening Widen•to'4 lanes adjacent to cemetery WSRC WACO Mid -Term $3,780,000 Greenburg Rd. Widening, Shady Laneto N. Dakota, Widen to 5 43 Southof Hwy 217 to N. Road Widening lanes with bikeways'and sidewalk. WSRC Tigard Mid -Term $6,000,000 Dakota Includes bridge replacement. 44 Greenburg Road Widening Road Widening Tiedeman to OR 99W, Widen to 5 lanes Tigard Mid -Term $15,000,000 N. Dakotato 99W with bikewaysand sidewalks City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan • City of Tigard 2035 Transportation System Plan - DRAFT March Transportation System Plan Project - Special Related Cost _ ID. Name Project Type Description Area Jurisdiction Timeframe Projects Estimate Hall Boulevard Widening, Widen to 3 lanes; build sidewalks and 45a Olesomto 99W Road Widening bike lanes; safety improvements WSRC ()DOT /Tigard Near -Term $3,500,000 Preserve ROW for 3 lanes plus on= Hall Boulevard Widening, - 45b, 45c, 45b Hall Boulevard Widening, Fanno Road Widening stre parking (or potential 5 lanes); Downtown ODOT /Tigard Near -Term 45d, 45e, $2,500,000 Creek build sidewalks and bike lanes; safety P20 improvements Hall Boulevard Widening, 45b, 45c, Widen to 3 lanes; build sidewalks and 45c Fanno Creekto McDonald Road Widening - ODOT /Tigard Mid -Term 45d, 45e, _$2,500,000 Street bike lanes; safety improvements P2o Hall Boulevard Widening, Widen to 3 lanes;•presenie ROW for'5 45b, 45c, a 45d McDonald Street to Bonita Road Widening lanes; build.sidewalksnd bike lanes; ODOT/Tigard Mid -Term 45d; 45e, $1,500,000 Road safety improvements P20 . Widen to 5 lanes; build - sidewalks and 45b, 45c, Hall Boulevard Widening, bike lanespsafety improvements 45e Bonita Road to Durham Road Widenin (construct 3 lanes with development, ODOT /Tigard Near -Term 45d, 45e, $3,000,000 preserve ROW for5'lanes) P20 46 McDonald Street Widen to three lanes with sidewalks Tigard Near -Term. $8,000,000 Ro ad Widening Widening, 99W to Hall bike lanes, and safety improvements Scholls Ferry'Rd 47a Widening, Hwy 217 to Road Widening Widen to 7 lanes Long -Term $19,700,000 121st Scholls Ferry Rd ROW ROW preservation for potential:7 lanes 47b preservation, Road Widening (both dir) between OR 217 and 121st WACO Long -Term $8,000,000 Barrows to 121st Avenue and improve intersections Widen to 2 -with turn'lanes:where 48 Walnut Street Complete Complete Street necessary frog '116th to OR'99W Tigard Near -Term $7,000,000 Street including sidewalks, bicycle lanes, and safety improvements 49 Pfaffle St /Hall Blvd Intersection Traffic signal or other intersection WSRC ODOT /Tigard Mid -Term $500,000 Improvement treatment 50 68th /Atlanta /Haines Intersection Install a traffic signal and add turn Tigard Tigard Mid -Term $500,000 Improvement lanes where necessary Triangle 51 68th /Dartmouth Intersection Install traffic signal and add turn lanes Tigard ODOT/Tigard Mid -Term $500,000 Improvement where necessary Triangle 52 72nd/ Dartmouth Intersection Traffic signal and intersection widening Tigard Tigard Near -Term $1,100,000 Improvement Triangle 53 121st/ North Dakota Intersection Traffic signal Tigard Mid -Term $500,000 Improvement - 54 135th Avenue/ Intersection Intersection Improvements Tigard Near -Term $400,000 Walnut Street Improvement 91 92 I Project Special Related Cost ID Name Project Type Description Area Jurisdiction Timeframe Projects Estimate__ Construct intersection improvements at Durham Road and Upper Boones Ferry 55 Durham Road at Upper Intersection Road to provide dual southbound right- Tigard Near -Term $2,000,000 Boones Ferry Road Improvement turns, dual eastbound left- turns, eastbound right - turns, existing and improve signal timing. 56 Greenburg /Oleson /Hall Intersection inter3ection Improvements WSRC ODOT /Tigard/ Near -Term 12, 13, 14, $3,000,000 Improvement WACO 56, 58 Greenburg /Washington Intersection Install Boulevard' treatment :at 12, 13, 14, 58 Square Road Improvement Greenburg /Washington Square Road WSRC ODOT /WACO Near -Term 56, 58 $500,000 60 Hall /McDonald Intersection Add southbound right -turn lane from ODOT/Tigard Near -Term $400,000 Improvement Hall Blvd to McDonald Street. Install a trafficsignal at Main Street/Tigard Street. Project need 62 Main Street /Tigard Street Intersection should be reevaluated after Highway Downtown Tigard Near -Term $350,000 Improvement 99W /Greenburg Road /Hall Boulevard improvements and Main Street improvements are completed. 64 North Dakota/ 125th/ Intersection Intersection.improvements WACO /Tigard Mid -Term $1,500,000 Scholls Ferry Rd Improvement - - • Tiedeman Street /Tigard Intersection Intersection Improvements with 65 Street Improvement sidewalks and bike lanes Tigard Near -Term $750,000 Provide increased capacity at priority intersections, including bus queue bypass lanes in some locations, Hwy 99W Intersection Intersection improved sidewalks, priority pedestrian See 66a - 66 Improvements Improvement crossings, and an access management ODOT Near -Term 66o plan, while retaining existing 4/5 -lane facility (plus auxiliary lanes) from 1 -5 to Durham Road. Provide signal. interconnect from I -5 to Durham Road (Metro TSMO plan Signal includes - Arterial Corridor Management 66a Highway 99W Improvements and transit signal priority for the entire ODOT /Tigard Near -Term $2,500,000 corridor through Tigard with adaptive • signal control from Highway 217 to the eastern city limits). City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan Project Special Related Cost ID Name Project Type Description Area Jurisdiction Timeframe Projects Estimate ' Intersection capacity improvements - Highway 217 56 Intersection such as a •2nd right.turn lane from off 66b - - ODOT Near -Term $8,000,000 Ramps /Highway 99W Improvement ramp (finatimprovements to determined upon further refinement). Intersection capacity improvements 66c Highway 217 NB Intersection such as a second northbound left turn ODOT Near -Term $8,000,000 Ramps /Highway 99W Improvement lane.(final:improvements ' to be determined upon further refinement). • Intersection improvements such as dual northbound through lanes o•99W Intersection and dual lanes'for 1 - to recluce Tigard 66d Highway 99W/I -5 58 ODOT Near -Term $5,000,000 Improvement confusion, conge`stion.and.related Triangle accidents - (final improvements,to be • determined upon further refinement). Intersection improvements such as Intersection protected'left- turns at 68th (final Tigard . 66e Highway 99W/68th Ave Improvement improvements to be determined upon Triangle ODOT /Tigard Near -Term $1,000,000 further refinement). Intersection improvements such as a 66f• Highway 99W/72nd Ave Intersection southbound right turn pocket (final Tigard ODOT /Tigard Near -Term $2,000,000 - Improvement improvements to be determined upon Triangle further refinement). 66g Highway 99W /Dartmouth Intersection Intersec improvements - Turn lanes Tigard ODOT/Tigard Near -Term $8,000,000 St. Improvement and suziliai lanes Triangle _ Intersection improvements such as an additional eastbound and westbound Highway 99W /Halt Intersection through lane on 99W (CIP 95005), 66h Boulevard improvement exclusive left -, through -, and right -turn Downtown ODOT /Tigard Near -Term $6,500,000 lanes on,.each sidestreet approach (CIP 95031). Intersection improvements such as exclusive side street left -turn lanes on Greenburg Road and Main Street Highway 99W / Greenburg Intersection providing exclusive left, through, and 66i Road /Main Street Improvement right -turn lanes on both approaches, Downtown ODOT /Tigard Near -Term $4,500,000 additional eastbound and westbound through lane on 99W (final improvements to be determined upon further refinement). . 93 94 Project Special Related Cost ID Name Project Type Description Area Jurisdiction Timeframe Projects Estimate Intersection improvements such as an 66j Highway 99W /Walnut Intersection eastbound left turn lane (final ODOT /Tigard Near -Term $1,500,000 Street Improvement improvements to be determined upon further refinement). Intersection improvements such as a third - through lane in each direction, 66k Highway 99W /Gaarde Intersection westbound right -turn lane, second ODOT /Tigard Near -Term $8,000,000 Street /McDonald Street Improvement northbound and southbound left -turn lanes (final improvements to be determined upon further refinement). Intersection improvements such as a 661 Highway 99W /Canterbury Intersection westbound left turn lane (final ODOT /Tigard Near -Term $2,000,000 Improvement improvements to be determined upon further refinement). • Intersection improvements such as a . Highway 99W /Beef Bend Intersection southbound right turn lane (on ORE 66m Road Improvement 99W)'(final improvements to be ODOT /WACO Near -Term $1,500,000 determined upon further refinement). Intersection improvements such as a Highway 99W /Durham Intersection northboundleft turn (final 66n Road Improvement improvements to .... e determined upon ODOT /Tigard Near -Term $1,500,000 • further refinement). Implement access management Highway 99W Access Access strategies and median projects 66o Management Management identified in the Highway 99W Plan ODOT Near -Term $6,000,000 (related to roadway project #66) Highway 217 NB On- ramp/Scholls Ferry Intersection 82 Road /Washington Square Improvement Intersection Improvements WSRC ODOT Near -Term $750,000 Road Interchange Improvement • Walnut Street to North Dakota Street - 84 121st Avenue•Widening Road Widening two lanes with turn lanes where Tigard Near -Term $380,000 necessary plus bike lanes sidewalks City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan City of Tigard 2035 Transportation System Plan - DRAFT March 2 Transportation System Plan Project .Special Related Cost ID Name Project Type Description Area Jurisdiction Timeframe Projects Estimate Add an eastbound'through lane on Hall Blvd. from Pamelad Road to Greenburg Road that removes theright -turn lane drop at Pamelad Road:and ends as a 85 Hall Boulevard Road Widening right-turn lanes[ Greenburg Road. This WSRC ODOT /Tigard Near -Term $500,000 completes the five -lane section on Hall Blvd. from.Scholls Ferry Roadto Greenburq Road. • Provide 2 travel lanes/turn lanes where necessary, on- street parking, Main Street Green Street good:sidewalks, lots of pedestrian - 86a Complete Street Downtown Tigard Near -Term $3,500,000 (Phase I) f riendly amenities on Main Street -from thelrail'oad tracks - to Highway 99W. Provide 2,travel lanes, turn lanes Main Street Green Street where necessary, on- street parking, 86b (phase II) Complete Street good sidewalks, and lots of pedestrian- Downtown Tigard Long -Term $2,000,000 friendly amenities on Main Street from the railroad tracks south to Hwy 99W Install - bike lanes and construct 88 80th Avenue Complete Street sidewalks on both sides of the street WACO Mid -Term $1,350,000 from.Taylor's Ferry Road to Oak Street Install sidewalks on both sides of the 89 Taylor's Ferry Rd Complete Street street from Washington Drive to 62nd WACO Long -Term $3,220,000 Avenue , Install sidewalks on both sides of the 90 Oak Street Complete Street street from Hall Boulevard to 81st WACO Mid -Term $1,710,000 Avenue • Install bike lanes and - sidewalk on both 91 92nd Avenue Complete Street sides of street from Durham Road to Tigard Mid -Term $800,000 Cook Park Construct a 2 -3 lane roadway generally 92 Dartmouth - Beveland New Road along the 78th Ave. alignment from Tigard Tigard Mid -Term. $1,400,000 Connection Dartmouth to Beveland Triangle 0 - '' -" .H - "' F • !. .- "._. 4 .. ._ : -,..s _ - 1. .:.. __ -a. ..�_.__ a} 4 :, n P Cycle4Proj se... 4 - ` r '` , � . . 4 ; 3. _.__.._ Tigard Transit Center Provide.bicycle hub at Tigard Transit B1 Bicycle Hub Bicycle Facilities Center Downtown Tigard /TriMet Mid =Term $50,000 Install bike lanes in eastbound ` B2 Bonita Road Bike Lane direction from 72nd Avenue to I -5 Tigard Near -Term $200,000 Bridge 95 96 Project Special Related Cost ID Name Pro T se Description Area Jurisdiction Timeframe Projects Estimate Install bike lanes on both sides of 65 98th Avenue Bike Lane street from Murdock to Durham Road Tigard Near -Term $150,000 Install bike.boulevard treatments.on 611 O'Mara Street Bike Lane both sides of O'Mara from McDonald Tigard Long -Term $60,000 Street to Hall Boulevard Install - bike boulevard - treatments on 612 Frewing Street Bike Lane both sides of the street from Highway Tigard Long -Term $130;000 99W to.0'Mara Street Install bike lanes.on both sides of the B13 Greenburg Road Bike Lane street from Hall Boulevard to Cascade WSRC WACO /ODOT Near -Term $3,600,000 Avenue - Install bike facilities on both sides of 31, 32, 33, 615 72nd Avenue Bike Lane the street from Highway 99W to South Tigard Near -Term 615, P19 $2,000,000 City Limits Install bike lanes on both sides.of 616 Upper Boones Ferry Road Bike Lane street from 1-5 to Durham Road Tigard Mid -Term $1,000,000 818 Bull Mountain Road Bike Bike Lane Install bike lanes on both sides of WACO Mid -Term $800,000 Lanes street. 623 79th Avenue Low- Traffic Install bike boulevard treatments -from Tigard Mid -Term $130,000 Bikeway Bonita Road to Durham Road Low - Traffic Install bike boulevard treatments on B24 Fenno Creek Drive both sides of the street from the Fenno Tigard Mid -Term $100,000 Bikeway Creek Trailhead to Bonita Road B25 Murdock Street/ Shared -lane Install shared -lane markings from 96th Tigard Near -Term $10,000 Avenue to Highway 99W Install bike lanes on both sides of the B30 Locust Street Bike Lanes street from Hall Boulevard to 80th WSRC WACO Mid -Term $450,000 Avenue 832 Hwy 99 Bike Lanes Bike Lane Gaps Fill in gaps in Bike lanes along Hwy 99 Tigard /ODOT Near -Term $500,000 BC3 Bonita Road at 79th Crossing Crossing Improvement on Bonita Road Tigard Near -Term $30,000 at 79th Tiedeman at Fanno Creek Trail Crossing improvements including trail BC4 realignment, curb cuts, pavement Tigard Mid -Term $200,000 Trail Realignment markings, and signage Tiedeman at Fanno Creek Crossing improvements including curb BCS Trail Crossing cuts, pavement markings, and signage Tigard Near -Term $20,000 • City of Tigard.2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan • City.of Tigard 2035 Transportation System Plan - DRAFT March 2010 .. .. . Transportation System Plan . . . _ . . . - - Pikiject . Special Related Cost . 'ill Name - Project Type Description Area , Jurisdiction Timeframe 1 Projects Estimate - - r - -..; r.) , . .' ' '' • r - & !MiXed;Ule;1 4 atli ilealetei . r r ' "` ' •-' „ , • , ., ... • ' ' r' .t • . " w i ' i Hunziker Link to 10 foot k . wide Linkage to•Kruse Trail in Lake Tigard/Lake • - Ml. . — Mid Term .$2,010,000 Oswego paved pathway Oswego Oswego . . . Complete gaps aldng the Fanno Creek 10-foot wide multiuse path froin the Tualaiin River M2 Farino Creek "frail Tigard Mid-Term $3,000,000 paved pathway to City Hall and from Highway 99W•to Tigard Street 10-foot.wide Complete,multiuSepeth from Cook" M3 Tualatin River Trail Tigard Mid-Term $1,250,000 paved pathway Rark to thdRowerlines Corriddr 108th Street Crossing of Pedestrian New bridge crossing north-south over M4 Tigard/Tualatin Mid-Term $740,000 Tualatin River Bridge the Tualatin"River near .108th Avenue . . New multiuse path, and in vide 19-foot i M5 Westside Trail Tigard will connect from Beaverton to Tigard Mid-Term $1,920,000 paved pathway the Tualatin River Trail Convert a" segment of inactive railroad Tiedeman Avenue/Main 10-foot wide right-of-way adjacent to Tigard Downtown Do M6 Tigard Near-Term $1,250,000 Street Rail Trail paved pathway from Tiedeman Avenue to Main:Street -w w to a multiuse path Washington Square New pedestrian and bicycle bridge over Regional Center Highway 10-foot wide M7 Hwy 217 from Nimbus Avenue to WSRC Tigard/WACO Long-Term $3,700,000 217 Pedestrian/Bike Over paved pathway • Scholls Ferry Road Crossing Neighborhood Trail ... • . . . Neighborhood Formalize neighborhood trail M8 - - Various Tigard Near-Term 41,100,000 trails connections throughout the city locations • '.." ' ' ":7,7, 7 ,4 7 _ • 'Th.:: 2.4IL 4 -7 1- - 7 7- 7I:J.4 7 ` -.. :.4 - .7 7 ; "Ti Complete gaps in sidewalks on North North Dakota Street P1 Sidewalk Gaps Dakota from 121$t Avenuetd Tigard Near-Term $810,000 Sidewalks Tiedeman. Install sidewalks on both sides of the Tiedeman Avenue P3 Sidewalk Gaps street from Fanno Creek Trail to Tigard Tigard Near-Term $430,000 Sidewalks Street Complete gaps in sidewalk from. P5 ORE 99W Sidewalks Sidewalk Gaps ODOT Near-Term $1,300,000 McDonald to south city limits P6 Bull Mountain Road Sidewalk Gaps Complete gaps in sidewalk Highway WACO Mid-Term $2,580,000 Sidewalks 99W to Roshak Road Complete gaps in sidewalk, mainly P7 Roshak Road Sidewalks Sidewalk Gaps between 158th Terrace and Bull WACO Mid-Term $640,000 Mountain Road 97 98 . • Project Special Related Cost ID Name IM Description Area Jurisdiction 7imeframe Projects Estimate Install sidewalk on both sides of the P9 Hunziker StreetSidewalks Sidewalk.Gaps street from 72nd Avenue to Hall Tigard Mid -Term $700,000 Boulevard WSRC Pedestrian Pedestrian Improve sidewalks, lighting, crossings, - P10 Improvements Improvements bus shelters, and benches•at WSRC Tigard Mid -Term $3,900,000 Washington. Square Install sidewalks on both sides of the P16 Tigard Street Sidewalk street from 115th Avenue to Highway Tigard Near -Term $1,200,000 99W Install sidewalks on both sides•of the P18 Commercial Street Sidewalk street from Main Street to Lincoln Downtown Tigard Near -Term $400,000 Street Complete, gaps in sidewalk on both 31 , 32, 33 , P19 72nd Avenue Sidewalk sides of street from Highway 99W to Tigard Near -Term 815, P19 $2.500,000 Bonita Road Complete,gaps'in sidewalk on 45b, 45c, alternating sides of street from P20 Hall Boulevard Sidewalk ODOT /Tigard Near -Term 45d, 45e, $1,800,000 Hunziker Street to the South City P20 Limits Install sidewalk on both sides &street P23 72nd Avenue Sidewalk from Upper'Bowies Ferry'Road to Tigard Near -Term $800,000 Durham Road Install sidewalk on both sides of'street p24 Benchview Terrace Sidewalk Gaps for missing sections south of Greenfield Tigard Mid -Term $280,000 Drive • P25 79th Avenue Sidewalk Gaps Install sidewalk on both sides of street Tigard Mid -Term $800,000 from Bonita Road to Durham Road P27 Murdock Street Sidewalk Gaps Install sidewalk on both sides of; street Tigard Mid -Term $570,000 from 96th avenue to Highway 99W Install sidewalk on both sides of street P29 150th Avenue New Sidewalk froth Bull Mountain Road to Beef Bend WACO Mid -Term $900,000 Road Install sidewalk on'both sides of street P30 97th Avenue Sidewalk Gaps from McDonald Street to Murdock Tigard Mid -Term $400,000 Street Install sidewalks on both sides of the P31 Garrett Street Sidewalk street from Highway 99W to Ash Tigard Mid -Term $160,000 Avenue Install sidewalk on both sides of street P33 Greenfield Drive New Sidewalk for missing section west of Benchview Tigard Mid -Term , $280,000 Terrace CO of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan - Ir Project I Special Related Cost ID Name Description Area Jurisdiction Timeframe Projec Estimate Marked Crosswalk•or - Lights and Beacons . at the existing Pedestrian PC3 McDonald at O'Mara and crosswalk at unsignalized intersection Tigard Near -Term $50,000 Signing /Striping - ' 98th Ct at-McDonald/0 Mara /98th Ct Improve sidewalks, lighting, crossings, Tigard Town Center bus shelters and benches throughout Pedestrian PC7 (Downtown) Pedestrian the downtown induding:.Highway 99W, Tigard Mid -Term $4,880,000 Facilities Improvements` Hall Blvd, Main,street, Hunziker, Walnut and neighborhood streets. North Dakota at Fanno • Replace existing - bridge over Fanno PC8 Creek Bridge Pedestrian Creek along.North Dakota to include WSRC Tigard Near -Term $2,500,000 Replacement Bridge sidewalks - Greenburg /95th .Raised Construct a refuge median and marked Pedestrian PO Pedestrian Refuge and crosswalk at the existing unsignalized Tigard •Mid -Term .$50,000 Marked Crosswalk Signing /Striping crosswalk at Greenburg /95th '1 1 ' ° .f T - - � q , • < °'' - Transit Stop Amenity Support existing high frequency bus T2 Improvements on Transit Amenities service on the Highway 99W corridor Tigard/TriMet Near -Term $400,000 Highway 99W by providing benches, shelters, and • real -time information at bus stops As development revives and accelerates in the Tigard Triangle, and in connection with the •High Capacity Transitplanning, the City of Tigard Tigard Connector Service Transit should local connector Tigard T3 transit service. This service could Tigard /TriMet Long -Term in the Tigard Triangle Connector Triangle connect the Tigard Triangle to Downtown, and /or the Washington Square Mall and potentially residential . areas and should be coordinated with • other transit service. T4 High Capacity Transit Transit Planning and Alternatives Analysis for TriMet Near -Term $5,000,000 Planning HCT - 99 100 Project Special Related Cost ID Name Descri.tion Area Jurisdiction Timeframe Pro Estimate , Tran -- - t -tionSYStem : Ma _ nage --t - rz Pr , . _ - w.. ._ Arterial Corridor Provide Arterial Corridor Management TSM1 Upper Bodnes Ferry Road Management along Corridor #2 (I -5) in the Metro Tigard Mid -Term $1,300,000 TSMO Plan Provide Arterial Corridor Management TSM3 72nd Avenue Arterial Corridor on 72nd Avenue along Corridor #2 (i- Tigard Tigard Mid -Term $1,600,000 Management 5) near the Upper Boones Ferry Road Triangle Interchange in the Metro TSMO Provide Arterial Corridor Management TSM4 72nd Avenue Arterial Corridor along Corridor #19 (Hwy 217) in the Tigard Tigard Mid -Term $1,700,000 Management Metro TSMO Plan Triangle Arterial Corridor Provide Arterial Corridor Management TSM5 Durham Road Management along Corridor #2 (I -5) in the Metro Tigard Near -Term $1,400,000 TSMO Plan Arterial Corridor Provide Arterial Corridor Management TSM6 Durham Road Management along Corridor #19 (Hwy 217) in the Tigard Mid -Term $1,500,000 Metro TSMO Plan Provide Arterial Corridor TSM9 Hall Boulevard Arterial Corridor and Transit Signal Priority on Hall WSRC ODOT/Tigard/ Mid -Term $3,700,000 Management Boulevard from Highway 217.to Beaverton Highway 99W - Arterial Corridor Provide.Arterial.Corridor Management TSM10 Hall Boulevard Management from Highway 99W to the south ODOT /Tigard Near -Term $1,900,000 terminus TSM11 Scholls Ferry Rd Arterial Corridor Provide Arterial Corridor Management TSM11 Mid -Term $4,200,000 Management from River Road to Hall Boulevard City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan City.of Tigard 2035Transportation System:Plan - DRAFT March 2010 Transportation, System Plan Roadway Network The roadway system serves is intended to serve all modes when built to meet current design standards,411.new roads, widening, or other major roadway.improvements will include pedestrian and bicycle facilities consistent with the City's street standards. As such, many projects identified as roadway improvements represent significant improvements to the bicycle, pedestrian, and transit systems. Figure 5 -4 shows the planned roadway network, including new roadways, improvements to.existing roads, and intersection projects. The most numerous type of roadway project is the intersection improvement. These may include such4reatments as traffic signalsinstallation or modifications, roundabouts, or turn lanes. As noted above, amore detailed analysis will be required to identify specific treatments. "Complete Streets" projects are those that are planned to upgrade existing streets with the inclusion of sidewalks and bicycle facilities, but without increasing motor vehicle capacity. However, any new roadway, road extension, or roadway widening will also be multi -modal "Complete Street" projects that include sidewalks and bicycle facilities. 0 shows the future right -of -way needs for existing and future roadways. Pedestrian System Pedestrian facilities include facilities for pedestrian connectivity (sidewalks, mixed -use trails) as well as safe crossing locations (unmarked and marked crosswalks, crossing beacons, pedestrian refuge islands). Each plays a role in developing a comprehensive pedestrian network which can promote both walking trips as well as providing access to transit. Figure 5 -6 identifies the future pedestrian network which is comprised of the existing sidewalk and multi -use path networks, in addition to the network that will be developed through sidewalk projects, pedestrian crossing projects, "Complete Street" and roadway capacity projects (all of which will include sidewalks), and future multi -use paths projects. Bicycle System Bicycle facilities are the elements of the network that enable cyclists to safely -and efficiently travel on the transportation system. These facilities include public infrastructure (bicycle lanes, mixed -use trails, signage and striping) as well as off -road facilities (secure parking, changing rooms and showers at worksites). For roadways with relatively low traffic volumes and speeds, shared lanes may bean appropriate treatment -for the bicycle network. Figure-5-7 identifies the future bicycle network which is comprised of the existing facilities as well as the network that will be developed through bicycle lane projects, bicycle boulevard projects, "CompleteStreet" and roadway capacity projects (all of which will include bicycle facilities), and future multi -use paths projects. Transit System Transit service is an important part of a balanced transportation system, providing an alternative to private automobile travel for distances too far to walk or bike. Supporting transit as a preferred 101 March 2010 City of Tigard 2035 Transportation System Plan - DRAFT Transportation System Plan travel option for the Tigard community requires more than direct investments in transit service. Land use, connectivity, and streetscape features have a significant influence on the cost effectiveness of transit service and will help Tigard get more out of its available transit investments. For this reason planning for land uses that are transit supportive is necessary, in addition to providing appropriate facilities and connections to transit. As part of the 2035 RTP update, Metro identified the Barbur Boulevard /Highway 99W corridor as the next priority for potential High Capacity Transit (HCT) service, along with expanded service hours and frequency on WES commuter rail. The City of Tigard supports the Southwest Corridor HCT priority and increased service on the existing Westside Express Service (WES) commuter rail. Planning work for the Southwest Corridor HCT service is included in the financially constrained project list with an estimated cost of $5,000,000. A major focus of the preliminary planning will address land uses and pedestrian/bicycle connectivity to support transit investments. Figure 5 -8 shows the future transit network. The main elements of the future transit plan include higher frequencies on the existing Westside Express Service (WES), Southwest Corridor HCT service on Pacific Highway, more transit stop amenities, a bike hub at the Tigard Transit Center, and a connector transit service. These direct service 'amenities are intended to be developed in conjunction with land use and pedestrian access improvements to support transit use. Tigard Transit Connector As development revives and accelerates in Downtown and in the Tigard Triangle, and in connection with the upcoming Southwest Corridor HCT service, the City of Tigard will evaluate implementation of a local connector transit service. This service could connect residential neighborhoods with the Tigard Triangle, Downtown, and /or the Washington Square Mall in order to accommodate focal access and connections to regional transit. The service should have schedules coordinated with other transit service (e.g. WES and Tri -Met bus service) to and from Tigard. Improvement Time -Lines & Priorities The transportation projects identified in this plan address existing system deficiencies as well as forecast needs for the 2035 planning year. While the planning period is 25 years, some of the investments will significantly influence the transportation system for multiple generations in the future. Coupled with the inherent uncertainty in the process of long -range planning and the scarcity of funding for capital projects, the 2035 TSP reflects the importance of taking a measured approach in planning for future investments. 102 .. _.. _... _... _.. . _ _A. DOWNTOWN 1 0 1 \h TAYLORS FERRY RD Figure 5-4 C INSET I 1 III ��� / ® 1 - g�i 1 -r ' w : 1 a N Future 1 I _ _ � Roadway • �� :�® ; �y�o Roadway 4 044 +� \� ♦ 0- i Tig N ard Urban 1 ' :. a .�. \,0. y • _ —1'... Planning Area MI . ma 5t 6G �F C.. 1 )6 G S � i • i u�i SB _ ' ✓VI� _ r�'" Existing Facilities Os!' R y y , `p p � I:0Ol � ''' ' "2.<1‘ "2.<1‘ w QW 8 V �� 6n I -T O ci 1 w T s "".._1 .� • laid ..• Erma In A ® \ p li > ' , • u ' • ® q mo---■ PINE ST- ® Major Roads TF 1 N Y ' ^ & t. 4 ._ — Local Roads ♦ 9 n • 17 I Future F acilities 1 CR PARK I NO RTH DAKOTA ST E �4 Improvement 0 El 11 ._ Road ® — ..._..._..._. _ .._n._..._..._... ... 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J � T �� ® �Q�j �l C -BEEF BE - DURHAM RD' ® - 409-..-" h . -I - it "° E1 �� I' m • � J O . r . .� Tualatin River ® - , � • - .._.. •• in. mtomuoon represented on flux To uin Trait nG map in currmle. of F.bm.n•Za ?OIU e = IO Tualatin / ,) 0.125 0.5 f,15 R.... wr ll h made ex nmv 7 &alums or am and mmL occur In alter • r."'"1 " , %le, the content M the map ` Figure 5 -7 DOWNTOWN \ ■ w ® T AVLORS FERRY RD INSET t / 8 INSET �� ® 1 ' i ® — . L. ._41 T _ w - t� N Future m' � `` I 1 , � s _ 1 Bicycle oOD PAsRK m- _ . • r1,- y • e 3; ,■ a A .. J Network ,Th QA V m • aa}� 5 �,� C Et - �. t y 1 „ • 1 ....... '--.1......--- r. Tigard Urban — j , _ 4 = t,P\d ♦ ', ' r l�- Gs � • ® `_.,.... PlatmingArea w. ' ®CSC,` I SCHOyL FER I • e, ♦• w p 3 - OAK S 7 Existing Facilities ` , yy ♦ �?�GT I ;� — i °a O 1 'r - m `� - � PINE ST Bike Lane rig 0 9� • F j a ) r _ � Multi -Use Path 0 4 40 �' \ --¢T • 17' — s -w Future Facilities • • ., ■ • i10 NORTH DAKOTA 57 .•.� ;a NE I Li • • • • Bike Lane I II % Q a ,e . ' • _ - _ ®P , 1 i� ,® ~ Vfli$' • Bike Boulevard • _._..._..._ ..._ .. . "...1 _... c f �uy� u_ - Ai C HAIN ST •••■ � Q . 1 ~ _ 8r _ �g .. ..• o '79-. Multi - Use Path .. E s Y' ,� 1 i r , 0 �• . � �� ry i • • • • Neighborhood Path • _ i i T - '. • �� �� ® DARTMOUTH ST 1 ® Road,ta Project 'P4, W ALNUTST — ,-1 �� ":a7 •,, '� 1 Y T-', . � ` a Other Ma Elements ems; "1- WALNUYST- P1.7 f �� DOWNTOWN �`E� 1 — Y P i:. { : y „_1171-11 1 .,, fiird t D OWNTOWN IaL ~ ;t„� r� = TC Transit Center o II _ f} .— `.. L �� 9` L � NGT � ` � 1 'W” iii ART c . N 7i,{•FR Sl '' • s a Tigard City Boundary ! '• � - _�] �� 1.,. ';� _ � -.� 4Y / • •--1% y ? iL� ti i • . -ft. .... 5 parks ii. L S I WALL ♦ in • - k ++ ----, I � + � I - GAARDE ST Q MCDONALp S7 7 ♦♦ . s I v I J , • r - -I. fl lir� a. ♦. i.urx..ow,y ,� _ SULL MOUNTAIN ' .- 1 r I I - "An L ; - El' t ._ z-- -4: g e l_ i B18 i x 1 r ... L L d E ii Lr " N iI �rr.rr,i — , D i 1 -L--1 Q J fl anry , { .�/ .m.m 1 ( ]� 1 C - BE EF END 'T -�. • DURHAM RD •--. ' "" 7 ' • 3 M2 <:,98- 4.R L > A • 1 M 1 ' ; "1.6---1..„„ •- Tee inform.. rspramtml on du, Tualatn River 5 Crossing ® y".q',ki �� P m mtaaa m ade 2 le Tquin Trail Re s aul 4 male w d. t T d. ons mdmm r ero k i ' - ,^', . . � i ; n 7'- Jar Nc mnrmr a( the Y o mxp 1..n•M / '.. / MI, a+ P To Local TAYLORS FERRY RD Commuter Rail . - Neighborhoods Figure 5-8 w� +w to Hall/Nimbus Station i-: t i and Beaverton TC - ` , N Future i �` �� Rica, To ponnmci] Transit ,. To Local .� ._ Network r+..atom/ m.1 Naighlwrtwods y, ��.. i 4;9 • ^ C.2 O \, Tigard Urban 11. i fro Sunset TC1 5.5 ns ,_.11 ay ^ �,.,1 �,,. Planning Area 43 ililln uHOLLS FERRY RO nwx 12- le i' a 76 yG0 OAK l Existing Facilities in • 62. - f - • � . 11� ∎ 1 PINE S T Transit Walkable Area B a �"— �'�'C" -LTo Poruand� 4 $ : Park and Ride • Nursr Increase j rr�ourAsr WES Servi • ' \\ \ f HCT Coridor W ALN UT54 � ' H ;Ti TC �Y t e a ® Transit Project ,,. :ro+uM °..a.aw �� - ��4 - ` ,4,, LNI�k ` O t her Map Elements Y �'i =rl r`h 11 �_a s T ` �� r `�° `�� r . —.....i � : y ti . ••• Tigard city Boundary �� 7 s �.� lt12 \ \`.��* � \ 3e (- • Water ti = -.-- `�, � . " ' Parts r �� � ` ` t i ` ' r � 1``, *1 ,,� '� . � : . C1 To Lake • � d "'� A a ititi \ ; c, ` A� 7. LL ST . � ,,. Owego and fi.rn.u.,�. H r �`�. G � WA 9� __ Portland A G ARDE Sr � �� 4` 4r F MCDONALD ST a rt 1`�', �_ .p / n.a _ � �� �� ` I I _\ 1 `" ' BONITARD 38 i BULL MOUNTAIN RD ti g Il t l I ! ;g u1 1 1 761 , i nil r _O II .....„,............. iii. -BEEF BE RD - � ice DURHAM RD i 46 ' f `��� r te .. A � 1 � m • J Z • o 'if � OV z >. r %h. . .- .^ . �.. -ti ., �N �� ' 000ftsMPK • .. , Ph nl�r�n � reprasmteJ .w Otis I = Commuter Rail / t y 4 i to Tualatin Station 1 I R a will be made as rie To !Ong C s� ( • 1 rl'x s averndrteen+s x ` \ and Shares = ' f f .�.. �, dim the content of the nap _ A � � :' _ r.. iTO Tualat n1 a... • City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan The planned transportation projects have'been divided into three categories: Near -Term; Mid -Term; and Long -Term. These divisions weremade in part to reflect the estimated timing of,the actual need as well as availability of project funding. To a limited degree, these project divisions reflect priorities to meet anticipated needs. Near -Term Projects These improvements are warranted under existing conditions or are expected to be warranted within a relatively short time frame (i.e., approximately five - year). These improvements should be constructed, as.opportunities.and resources allow and could be considered as potential conditions of approval for new development. Mid -Term Projects These improvements are anticipated to be warranted within the 20 -year planning horizon and should be constructed as opportunities allow and will be potential conditions of approval for new development. Long -Term Projects These projects will be needed to accommodate anticipated long -term growth but may not be financially feasible within the 25 -year planning horizon. If development occurs along the frontage of these improvements, right -of -way dedications for the ultimate improvement should be obtained; however, physical improvements including travel lanes and pedestrian and bicycle facilities should be constructed if serving a site access or system connectivity function. The project timelines identified in Table 5 -2 are depicted in Figure 5 -9, Figure 5 -10, and Figure 5 -11. The first figure shows only near -term projects; Figure 5 -10 shows the combined Near -Term and Mid -Term projects. In Figure 5 -11 the Near -Term, Mid -Term, and Long -Term projects are shown together. 113 DOWNTOWN 01 a ® TAYLORS FERRY RD Figure 5-9 INSET ,� � �1 ) 1111P TO i m N � M SS ; ® I JP Transportation 3: � Im rovements �� � i a e p dO .• - e , r 2 es � . 1 1 - -- v Tigard Urban • . L'O LO 1 f SO ._. _. _ _ i Planting Area \ �c�'C .%, 4, y G� • � I SFERRY R 9A� f• w . m 58 Al Ng' 2y ' � � MHO �� • W GO • 6 In 9 � , g . 1 _ Existing Facilities ` sT • 9� ! a y `� PINE 5T Major Roads ri \ ' ' ♦ I ♦ �� h � O A!, L� . . . • r , -'e Loral Roads • \ ♦ m ,Z.: _ + • iV w �■ Multi-Use Park 27 . _• . O "is-- — NORTH DAKOTA ST 'milk ••a- ♦ 2 o cfr raRfc • ♦ ♦ I + a A el Future 0 Facilities "T x 1� ® 00110ttl HA INES ST Intersection Project 13 II &' � / . 0 , � � ° I _�1 , � #t; Roadway Project • -- a� 2 11 1 % . I. I / � h DARTM• Sr i HCT Corridor WALNUT Si 11111 X0 iil. . y® I . t `• ® 52 1:1 � • • • • Neighborhood Path 1 .! . i , T h • � �, � � E 1 1 21� UT I x r Road Impo�emeuta WALNh. DOWMOWN a a ��� q <N INSET tt , bN x � '� Road Imp d semenr • ! � GT P,�N ?��f • T I /' m (irxlwka pedestrian r owan."'" ..u. ,.n. G `r R g and bike facilities) _. ` # � \ ♦ Air O Complete Streets . Bike Lane i If ..k. _ i 'y,'(�` .. ®i `: ♦ j v . (add sidewalks aad rn / �I \ k •� T bike teals) _I, 0... , ..,,,,. � ' V Sidewalk � l ad II Al. ! C` . ` % I.. J Bile Boulevard �° _ • QP W ALLIST '' I ist .�.a.,�> rRO r !! y i ^ - � GAA + E T ` //� �7 MCDONALD ST A� �� � `. •. • adlirka I. C y it \VLi� m 6'<' tie/ - "P9 N ud pedestnan 11P j ,�i ' „ „ • ♦ ♦ ♦ ®® and bike facilities) �� E _ Ali ■7 � • • • Multi -Use Path . =-Fal BULL MOUNTAIN RD ` RU 02 Other Map Elements Q G TC II'811Si1 Critter Mill c "' �� � 10 . gON1TA N _ _. .... Tigard City Boundary / �� � I 3 uf P. a. Water ` p W / Parts o ',,,,..a..,.....,,. ��� y , F 4 " � py , l r -,BEEF BEND RD e, •• DURHA M RD �E :=r � F � � 70 `i iriptil • fie' 55 ~ •Jae f /.. El t '•The m mprammd oo sus 4i - F y.. Ton Trail y / / format.] map cormot as of February 28. 2010 . tem,.ea. a«in H ea made a: m •e» i to Tualatin 0 0.125 0.25 0 5 a ams NEAR -TERM PROJECTS 0 „ e / M1bl sat rn t of • the r map DOWNTOWN •••��. ' i '� d: S ERRV RD 0 TAYLOR F Figure 5-10 INSET 0e la wi r' 0 �iY Road �.. -. a _ a - Transportation N M2 m�� 86 3: '� ` ' - m i --- I re ��� �F � , 7 �� • t ‘ Tigard Urban • • 6 =� sG a `'- d. Yy �� t : . Planning Area RO • \AS 9 G� 'L, y ` � � Gr F,P Q'L� ® SCHO FERRY / S L ■ W 1 Y 58 =O 830 OAK 'ST I! c Existing Facilities • � © m, � gild: 9 'lT S� • ' p y k, I 0 > � � ! � ` a U / m �'�. PINE 5 Major Roads • ! * I . 1 m L ♦ . + • . \ 7 . r ` _ 27T t -. ramova• • ; ® Local Roads 1 ...... Mufti -Use Path ' q I ill- NORTH DAKOTA ST ® ® � ' ! CR PARK ♦ �� ! ® ;_ _ F FacFacilities Facilities L .-- ......\::.. .::. J1.— ... ..._ .. �. • Q O a 3 C:r . _�.. ® 8 Intersection Project it y Z �` �� ® �• HAINES I + O� �' ✓•' _ _ - - _. - � 1 � ?� m• 50. ® Roadtyay Project Q • 0 o AO b' � 9 y — �1-e� - - 1 '751 � •\ DART • ST S HCT Corridor $! a WALNUT ST pinn 1!! O er , y� ' ® S2 51 • • • • Neighborhood Path dr „ . WAL NUT ST •- 11-:04,4r Y Road lmpro.emImprovements ��� � y 00 NS OWN ®- �� Road . Improvement pedestrian � � .� HGT� / F %nclud�pedesmen -•µ ,.n.us++. / ! 1 � S � , � A -- I d bike facilities) i " _� . = 0 \ • 4 ! h i •� Complete Streets Info f o L k f f �� l L 7 1 0 �9 bike lanes) and Lira `W ! • ®; � ��� y � f � - . i bike lanes) : a r i pt. .. �� t R ,,_,.. "1 .,i 3P ; Sidewalk i ` I®I Fl r w �, l s� ..i ® — Bike Lane i . ge # .� .. ,1 s S ' 1 M iI i '�< • . �1 I �• Bike Boulevard ' S 5' t - ,Nds -c C siy Olt New Fadlitiee 7umwmaca GAA 4. �O R E T `0 mR MCDONALD ST 1 . \ „.., Ni, w' • � 'rat q ' - )I 11 • • • • • Ne (includes pedesman _ p 1 �p- � y rr ��� � and bike facilities) BULL MOUIN RU ' � * � 1 . ® l �� • • • Multi -Use Path 1 BONITA RD ■ � S � ca' 1 f � �7,, • BC3 al 366 Other Map Elements ,.a.a.,r.,' t� f N - , I j 3 O ! ` �,. a TC Transit Center F x � 6 �� I i 1� .. w ' " -'' - .. _ •••• Tigard City Boundary o � / �� I�M 1�� 0 5; p Water y ' �� w o. O Parks Pisiismanuji ' . Jr. 1. 4.. '''' i -BEEF RENO RO ta h i D " � 0,,,,,;40, � 10 4 , Arm al" 0 _� --L M a yam � ,.. • - I - �` Tualatin River M4 l w''''asp,. �, ,•... S •• The w! eeaoa represa+ed m+hu '"- Crossiny - - -, 1 • Tonquin Trail / mapm eurran as ofFebruvy 211. 2010 NEAR & MID -TERM PROJECTS t o 7etin o5 s mm map :� alp • i..._::...: die et the pr .• y i Mil d •DOWNTOWN 0 ® ® j 1 ri 0 RD Figure 5-11 INSET 1. w 1 ® S FERR m 1 m , I Z I = a 1 — Transportation ► r M - , 3 ; ;� f, C..._ ._ / Improvements law t 1 + P 1(l `- U � _ . Tigard Urban F 86b B ♦ ♦ '1_, 0 PG l a.. o 2 Planning Area S G G YRD 9 i .w. 630 • �PYd �2y9�� T F ' KNOLLS FE R_,R4 a1 t ' ; o a 5 8 2 JJ F� -OAK ST — Eaiatiag Facilities 1 ® p � h ' i l / � f!t \ S • '9i . CD , � � i“.2 � it. m �� Major Roads �' ` ��\ ,00, ♦f i ; , �A�� N u ` __ - - • e --- Local Roads • �i No 4. _ �w M lii -Use Path 27 . f P ARK ? ®�� .r ` �� � I � � t N ORTH DAKOTA ST C : $ +_ ���/// Future Facilities kkk ...�...■...:.� ...�71.r ...�...�.. .�� .. ,, ,,yy�� ILIG. -__ 6 60 • • y , n s , � � .. —� __ .. T•11 - • ' 0 63 ®' S0 ## Intersection Project 1 O i _ ♦ j HAINES ST SA / � 1 ad `.. y z ./�� ® Roadway Project 1 9 �PALNUTS IA ri if E' �gz. C4 �, r ; '� ��\ `V ® DAR TM. • ST. HCT Corridor _ y 4� \` 52 5t ■ ■ a • Neighborhood Path • e � NO T S - i ���� ® 8 . .r T � 7► tt ( Road Improvements eImprovements a � I,'� , ~ ... W� � fY DOWNTOWN -. e . A�N INSET : r r 'Ve ® Road Improvement r - - 9 1 t GAARDE ST e, �� r I MCDONALD ST i 00 �� ■.' � �"� o, t �?I:9: I � • • • • a New podatnan • �If i� and bike Caci estn S - �l 1 BULL MOUNTAINR j1 g BoNI TA• k � i � • . Mu17e -Use Path ® +1 Itle&LIAltza2 ,� � f 36b� Other Ma Elements �.aw:..a.q z , • Lei J I J i p✓I.. .. , ® P i w � T -� Lil , ¢ 7e Transit Center -7 x 111 ,i w _ 6/6 . m I ^ _? .... Tigard City Boundary . / ' y[ IL � , F � J Palo _„ ,„,„,,,.. 7 • . ............... e iti DURHAM RD 39 40 I .J A 'u ®) �Q4 0 MI BEEF BEND RD � ® ��`([�, • /: Ai r ill El " 1. F ... JQQFQ 55 *I I. . Tualatin River ® = The n: fw.a.nm raprcaa..d m du. Crossin + TOrquin irdl �� p i . commas of February 711.20l0 n' • to Tualatin / o C.l25 0.25 - + ore tr amendments to alter ALL PROJECTS , ..'' M a m on�t ° of the City of Tigard-2035.Transportation System Plan - DRAFT March-2010 Transportation System Plan Additional Plans and Studies Transportation System Plans are intended to provide a high - level, broadly focused planning tool. In the development of Tigard's 2035 TSP, several issues were identified that warrant additional consideration. The results of these studies and planning efforts. would implement the policies and priorities in the 2035 TSP, update the Tigard Development Code, or: constitute a more detailed look at. transportation issues related t� a specific topic, mode, or geographic area. These additional studies and plans are identified in Table 5 -3. TABLE.5 -3 FUTURE PLANS STUDIES Project Purpose Circulation /connectivity study and inventory Inventory; evaluate, and prioritize MOO-modal connectivity gaps. Identify opportunities for improvements.through development or city- initiated project. Update street cross section guidelines Review; consolidate,.and :update street cross section guidelines for general application " "and for Downtown; Tigard Triangle „and Washington Square,Regional Center. Mode- splitsurvey and- tracking plan Develop and conduct-a travel mode survey; develop a.tracking plan and system Traffic safety mitigation system Review high crash lopations; state and county tracking and ranking systems; .determine a City system for evaluating and prioritizing safety mitigations. A desired outcome will be a partnership with ihe.state and county. Review and update development-code - Review currentparking minimum and maximum ratios with respect toi special areas and parking requirements multi -modal goals. Review variance'opportunities and.requirements. Update as able. This study does notassume substantial'data collection and analysis to update ratios. Special area parking management-plans; Develop or update parking management plans.for Downtown, Washington Square Regional Center, and the Tigard Triangle. Multimodal level of service (MMLOS) Conduct a :pilot project identify current MMLOS;.in targeted areas; evaluate potential analysis improvements; and investigate MMLOSoperatibg. standards for-Tigard Multimodat access plans for Tigard Triangle Develop a multi -modal access inventory, assessment, and plan for future needs for the Triangle Multimodal access plan for WSRC Review and update, as needed, the WSRC Master Plan with an emphasis on multimodal access. 72 Avenue,Corridor Study Review current plans for widening and improvements on 72 " Avenue. Identify critical constraints; barriers, and opportunities. Pedestriancrossing improvement plan Review current pedestrian crossing.challenges and identify potential improvements, including a system for prioritizing improvements. 121 March 2010 City of Tigard 2035 Transportation System Plan - DRAFT Transportation System Plan SPECIAL AREAS The following section identifies the three areas within the. City -- Tigard Triangle, Washington Square Regional Center, and Downtown -- with growth opportunities but also significant transportation challenges. Each of the three areas is described below, including a summary of current transportation challenges and following by strategies for infrastructure investments which are depicted in Figures 5 -12 through 5 -15. In addition to improvement projects, this 2035 TSP identifies non -SOV mode' split targets for the Tigard Triangle that are higher than required by the. Metro RTP (see Table 3 -2). Achieving these targets will require integrated land use and parking management strategies. Land Use Planning Each of these areas is designated for significant housing and employment growth. The land in the _Tigard Triangle is zoned for commercial development (west of 72nd Avenue) and mixed -use development (east of 72nd Avenue). Development of commercial and residential uses in close proximity to each other promotes walking trips for commute trips and non- commute travel. These opportunities can be captured by incorporating densities; mixed -uses, design standards and other land use strategies in the overall planning efforts for the areas. An initial look at land use alternatives will occur with the initial phases of HCT planning.. Development patterns that support HCT -- such as mixed uses, higher densities, pedestrian orientation -- will encourage the public investments necessary to implement HCT. As future transportation and land uses studies for HCT move forward, they will help to identify complementary land use and transportation investments to support HCT and other transit service to Tigard. Parking Management Parking management will be a critical component of creating travel options to and from each,sub- area. Adequate parking is essential to economic vitality; at the same time too much parking can degrade the pedestrian environment and cause excessive physical space dedicated to parking. A review of parking requirements and parking management measures is warranted in conjunction with land use planning for these areas. In particular,;as more emphasis and investment is directed toward walk, bike, and transit trips, the .amount of parking and the way that it is used will be modified to support the priority purposes oleach subarea. Tigard Triangle The Tigard Triangle is a. priority opportunity for community development and economic activity. The Triangle has long:been a retail and commerciafhub within the City. Today, the Triangle is zoned for commercial and mixed -use development and is identified as an area of significant future growth in housing and jobs. 122 City of Tigard 2035- Transportation ^System Plan - DRAFT March 2010 Transportation: System Plan Although the area is bordered by three major regional roadways, in many ways those roadways function. as barriers to access the Triangle. Travel to and from the Tigard Triangle is funneled from Pacific Highway via 72nd Avenue, Dartmouth Street and 68th Parkway; the Highway•17 /72nd Avenue interchange; the northbound I -5 interchange with Haines Street; and, the southbound I -5 interchange with Dartmouth Street. Access to and from -the Tigard.Triangle area is and will remain a critical issue to the success of the Tigard Triangle area. The:majority - of employees and customers traveling to the area on City streets access the. Tigard Triangle•areaoff of Pacific Highway. There is considerable congestion on Pacific Highway in the vicinity`of the Tigard Triangle arid this congestion is forecast to worsen with future development and regional growth.. A second issue with the Tigard Triangle relates to non -auto mobility /circulation to /from and within the,area. The Triangle area,as a whole:is generally sloping downward from Pacific Highway and 1 -5 to Highway 217. The topography makes pedestrian and - bicycle transportation more difficult. These conditions are worsened by incomplete bicycle and pedestrian systems within the Triangle. At the broadest level, options for improving access to the Tigard Triangle area fall into the fo llowing, ca tego ri es: • • Provide additional intersection and roadway capacity improvements to improve traffic operations at the boundary streets. • Minimize additional roadway capacity infrastructure investment and focus on travel demand management(TDM) programs. • Provide better facilities for alternative modes (transit, bicycles, pedestrians, etc.) • Create a mix of critical additional capacity and implementing TDM programs. Irifrastrilcture Investments Figure 5 - -12 shows the planned roadway improvement' projects related to access to the Tigard Triangle. Within the Triangle;. the improvement projects include several capacity enhancements to existing roadways, extension of Atlanta Street to connect 68th Avenue and Dartmouth, and a new .Highway 217 overcrossing connecting to Hunziker Street to Hampton Street. The Atlanta Street extension and Hunziker Street overcrossing would provide needed additional circulation options for auto and non -auto modes of transportation within the Tigard Triangle. In addition, the Hunziker Streetovercrossing would provide an additional access to the Tigard Triangle area from the south and west. 123 m ___...__._ ; as .. __ yU f :' _ i ; ....� - 66d Figure 5-12 �s�- �u�l.eta. • • s■ e I N Tigard Triangle 217 �. Planned ■ ...- ......J..___..____... w Improvements - I Q Tigard Urban ® I 1 Planning Area . 1 CO ♦ Existing Facilities • LLl PFAFFLE ST Major Roads 66o Q T • Local Roads CV I 3 z I II Future Facilities Path f L ty I ■ • • ° 9 ■ 5 A TLANTA'ST i y HANES HAINES ST Intersection 66c rai Roadway Project 31 HCT Conidor 66b • • • • Neighborhood Path �- • • Road Improvemeau> DART MOUTH ST / � Q j Z -_. _ Road lmprovemenr // • • _ (includes pedesman / a 1 III and bake tacilire 4� - -- Complete S[reets aaa> aiaewaks any ` 1 711110N.... ® —_ ®} r, l lake lanes) h 5 �� Sidewalk 1 I \ _.... d Lane c r ■ 32 62 :, ` �D . ® _i_ Bike Bike Bou evard G M 8613 J' ' V. N w Fuilitka t co �tw> . q ./^, t• • • • Nn N l ud� p d odestnan \ ' V e, L ........ ..., and hake facilwes) + <96, . /A \ '1F� BEVELAND ST: ••• Multi-Use Path -9 S ,' ! Other Map Elements ` ° • C),, 1 11 O II TC Transit Center 1 � �s �� P9 w O •••. Tigard City Boundary >� � \ ::. Water Parks v II — L__. T '1*"..., s' � • w_ to �� 1 i . . ,.,... m FANNOR PARK , I I Ml 7 i 41) �B,1 � alr ,♦ \ I map fl •• ® Ile to rormsuou reRmanrsd m this �-{ ♦ \____,__I____,I u current u oCFebmar)' 28. 2010 1 W win d mode to a At ♦ — a 005 ns 14-vinous a.mmhmm made to nuo *... - - - n ___ ♦ 5 Mlles antmt or We map City of Tigard +2035'Transportation,System'Plan - DRAFT March 2010 TrahsportatiorrSystem Plan The plan also', includes widening 72nd Avenue (arterial) and :Dartmouth Street (collector) to five lanes. Withoutcareful.desigmof both facilities, these could end up functioning/as a surrogate for I -5 travel and could.become significant pedestrianand.bicyclebarriers within the Tigard' Triangle. An initial step toward realizing these projects'is a• corridor study (see Table 5 -3) to, review street cross sections and potential parallel routes. Specific project considerations for the Tigard Triangle'can be found in Technical Memorandum #5'in the Volume 3 Technic& Appendix. Washington Square Regional Center The:Washington Square Regional:Center (WSRC) is the;only.designated Regional Center in the City of Tigard. It. is. primarily designated for mixed -use development and is an area of the City with significant forecast job': growth. Some of the highest job. growth in the WSRC is on the west side of Highway :217 botfiiin Tigard (south of Scholls:Ferry.Road).and Beaverton (north of Scholls Ferry Road). This' is why the Washington. Square Regional Center (WSRC) Plan, completed in 1999, included major infrastructure investments aimed at connecting the Washington Square Mall with • the land.uses on the west side of,Highway 217. The :WSRC iscrissrcrossed by.Highway 217, Scholls Ferry Road, and Greenburg Road and partially bounded'by Hall Boulevard and Fanno Creek. Travel in and out of the area is primarily funneled through the; ;Highway 217/Scholls.Ferry Road and Highway 217 /Greenburg Road interchanges and the Scholls Ferry Road/Hall Boulevard intersection. All of these facilities are under the jurisdiction of. either ODOT or Washington County and currently experience significant peak hour congestion and queuing. The WSRC has , a. transit center at Washington Square served by TriMet Routes 43,45, 56, 62, 76, and 78 connecting i•to the Beaveiton,,Sunset, Tigard, and Lake Oswego Transit Centers, as well as the City of Tualatin and downtown Portland. It also has a Westside Express Service (WES) commuter rail station,located on the'west:sid"e of Highway 217 near Hall Boulevard. Although all of the major facilities•in the:WSRC have sidewalks (with the exception of segments of Greenburg Road), the size, traffic volumes, and design.of all of the intersections and roadways within the WSRC do not create a very desirable •environment-for pedestrians to travel within the WSRC. Similarly, the absence of bicycle lanes on Greenburg Road and around of the Highway 217 ramp terminals on Scholls Ferry Road.corhproniise cycling access to the WSRC. The WSRCis an importanfregional center in Tigard and Washington County. Multi -modal access and accommodation ofgrowth continue to be priorities. Options for improving access to the WSRC area fall into :the following categories: • Provide.better facilities for alternative modes (transit, bicycles, pedestrians, etc.) • Focus on travel demand management (TDM) programs to optimize existing roadway infrastructure. • Provide intersection and roadway capacity improvements to improve traffic operations at the boundary streets. 127 March 2010 City of Tigard 2035 Transportation System Plan - DRAFT Transportation System Plan Additionally, the WSRC Master Plan is identified for a review and potential update (See Table 5 -3). Infrastructure Investment Figure 5 -13 shows the planned improvement projects serving the WSRC vicinity. The 1999 WSRC Plan proposed,two bridges and roadways to connect the•WSRC across Highway .217 to reduce the magnitude of this barrier: the northern crossing extended from Washington Square Mall Road across Highway 217 connecting to Cascade Avenue; the southern crossing conceptually extending Locust Street across Highway 217 to Nimbus Avenue. The connectivity benefits of these two roadway extensions would be enhanced by extending Nimbus Avenue south'roughly parallel to the WES Commuter RaiFtracks to Greenburg,Read. Although these facilities would provide secondary circulation to Highway 217 and improve multi -modal access to the Washington Square Area, they are not considered feasible due to their high cost and likely significant environmental impacts. As shown in .Figure 5 -13 the 2035 TSP modifies the northern crossing for pedestrians and bicyclists only, but is not identified as a vehicle connection due to cost and constructability constraints. Other:Tnfrastructure improvements planned within the WSRC. include the southern Highway 217 crossing connecting Nimbus Avenue to Locust Street,. pedestrian improvements throughout the WSRC; bicycle lanes on Greenburg Road, street connectivity enhancements on Oak Street, Lincoln Street, and Locust Street, and intersection and roadway capacity enhancements on .Greenburg Road, Scholls Ferry Road, and Hall Boulevard. Specific project considerations canoe found in Technical Memorandum #5 in the Volume 2 Technical Appendix. Downtown The City of Tigard, is committed to creating a downtown that is active, has a compact urban form, and provides multi -modal access and circulation.. Public investments and planning activities for downtown are intended to provide a catalyst for economic development. Significant growth in downtown is planned for both employment and housing uses. Downtown is primarily located south of Pacific Highway between Hall Boulevard and Fanno Creek but also extends north of the Pacific Highway near Greenburg; Road and Hall Boulevard. Pacific Highway and Hall Boulevard are the primary access routes to the downtown area. Pacific Highway currently experiences significant peak hour congestion and queuing which also impacts travel 'on Hall Boulevard. The Pacific Highway viaduct over the railroad tracks creates a grade, separation between Pacific Highway and Main Street and limits both access and visibility - to the Downtown from the highway. Downtown Tigard has a transit center which is served by Trimet Routes 12,. 45, 64, 76, and 78 connecting it to the Beaverton Transit Center, Sherwood, Lake Oswego, Tualatin, and downtown Portland. The Tigard Transit Center is also served by WES Commuter Rail. The existing transit service available to Downtown Tigard, combined with future plans to enhance WES service and provide high capacity transit along the Pacific Highway corridor, position Downtown to have transit service that can support increased employment and residential growth in the area despite existing congestion along Pacific Highway. 128 Figure 5-13 WSRC i Planned I 1 Improvements Tigard Urban 1 Planning Area 1 1 Existing Fadlifies Major Roads III : Local Roads 81 •� Muhl•Use Path -- - Future Facilities ,, ¶ : 8 Intersection Project l Cr • Uj Roadway Project j �� HCTComdor •, r �� ORS FERRY RD • • • a • Nei Neighborhood Path Q Pa New Facilities Road Improsem eata pro to M7 �. .. Ro _ till . W _ w es t"ernettl tin�lud and es pale , —. q bilcc fxilrtin) 1 2 Complete Streets II �1 F- (adds sidewalk and a ie1 le • o , � S y` m.0 - -�-"`. ou '' P J �) � / l_ 2 ' :iv °C • • • New Road � � � � s- - a •_ (Includes palcsman s . a 1 • I d bd. facdit■csl 4, t � - 33 L 9Ls ' i . Z 2 q • • Multi-Um : k - -e __ I sPath ERRY I lit '� ; t ' I p ~ /� p 1 1 ; ■ SC Np�LS f d,:. 1 _ Other AtapElements 12 e sus # # I '®` � i OA ansit, � 24 a .1. ■ a.a1 24 - a '• 0 .:_ i ' .: •• Tigard City Boundary - - b -.. � Water L > j po I F- _ \ 11% Parks war I N ORTH DAKOTA ST _ ® ® v SUMML F2 LAKE PARIS _. i ; ? PFAFFLE ST r 660 Q li .01 i Ihr r El 11 •as z m 4>" E, - mi ElliPle —� Y 65 66g a �� n m ( - Themfnmua remmmuedon this 1 l is • Rapt: rw he mad 2 a 9 : rs u, r aet will h Bade ®' "" Je w o mm ice olwr �\ ' P,tl x e Wc msn,mt mJ or u rAc meay City. of Tigard.2035• Transportation System Plan - DRAFT March 2010 Transportation'System Plan Although Pacific Highway and Hall Boulevard have. sidewalks and bicycle lanes (with the exception of a few gaps in the sidewalk system on Hall Boulevard), the lack of local and collector street connectivity ^and existing,;roadway geometry within the downtown area do not create a very desirable environment for pedestrians and bicyclists to travel within the downtown. . At the broadest level, options for improving access to the downtown area fall into the following categories: • Improve.local and collector roadway connectivity to and within Downtown. • Provide better facilities for alternative modes (transit; bicycles, pedestrians, etc.) • Enhance intersection capacity on Pacific Highway to increase access the ability to cross and access Pacific. Highway from Walnut Street, Greenburg Road,.and Hall Boulevard. Infrastructure Investment The''2009 Tigardbowntown Circulation Plan reviewed connectivity and access in downtown and developed a plan to improve connectivity within Downtown and establish street standards consistent with vibrant, active; pedestrian- friendly streets. -A map of the Downtown Circulation Plarestreet connectivity is provided in Figure 5 -14. Figure 5 -15 shows the additional multi -modal improvement projects related to the Downtown area which include Main Street streetscape improvements, a mixed -use trail along the rail corridor, and Ash Street extensions east across the;railroad tracks and west and north to Pacific Highway. Specific project considerations can be found'in Technical Memorandum #5 in the Volume 2 Technical Appendix. 131 �2F SC 0 Figure 5 -14 N s-4747. / II `� Downtown r F'Y - .. ti 0 \ Circulation �� \C s ® • _ Plan ♦'' QP G ■ \ Tigard Urban ♦ � V'' 5 Planning Area is t ♦ Existing Facilities • • 4 ,6) - "" ∎ Major Street ♦ Minor Street ♦ ' Multi -Use Path ' Future Facilities • Street ♦' is r Af& Alle ♦ :: ♦♦ �. • N y ' , k F� Multi -Use Paths • 4 • 2i ` ■ • N. Fixed Alignment 99W • 4 • ■ • • Desired Connection • Othe r Map Elements • ♦ ♦ TC ' Transit Center • • -9 ■ 4 4++4+ Other Rail Lines s� II / Water f 4 ! ® Parks • I 1112211 O • Sr • • • ■ / GAF 11 O ■ II 9Q v '�1 . F.: 4 • Illitlf FA NNO CR PARK x 1 a, ,:' . in „ � ' ”" The information represented on this _ map is current as of February 28, 2010. Revisions will be made as new decisions 0 G .025 G. GS 5.1 or amendments occur to alter the content of the map Miles t =miiihNI '� ._.. Figure 5-15 s � N Downtown ,<<, Planned • `, ® Improvements ® ® Tigard Urban F i Planning Area O ` �SCO Existing Facilities Major Roads l ' ' ' GT <� X32 je Local Roads 1 Multi•UsePath , 0 WOODARD PARK < T lc, 4 , � l ' 9 / � Future Facilities rs _ p �\ Intersection Project 76 A �8 86. ■ m Roadttay Project -~ , { -0 1 HCT Corridor ii , M2� '' • • • • Neighborhood Path -4- \ I I ` / �� , Road Improvements ® �• TC N. \ 10 ` a , \�` � , � Roa Improvemen 0 /) (chides d palenrian t d h fac bnies) 86.' , •� Complet Streets (adds sidewalks and `� bike lanes) Sidewalk �/��� ^\��� ',� y� B Sr . \v' ♦. '�� Bike ike Boul evard \`� • r - 1 , Si- New Facilities • • :I:I1 66 �PC� Gsj J/ • New Road 1100 l 2 , (includes pedcsrnan 1 and bike fuibacs7 lie \ ♦ . 4, a • • ` • • • Multi •Use Path •• S�, , `� Elements � � \® Other Map Ele 0 Transit Cater 99W \ • -\ 0 <<",s, - -•- Tigard City Boundary 27 o I /� A. Weser L • Parka ea .7„.... ...„ ___ , \ , _, ,,, .„,... \ . • \ ,.....,.. , 1 .;,,, .... . , vA., ...z., „..,,,, /\ IS /\ FANNO'CR PARK' 'Q .9 co S \ J / � : / 1 1111 1, 4k '• The saw.... represented an dos map is met as or Febtuary N. za ra /� / , 0 OC7'_' UUS U Resinows 11 4 mo new / / • p r m- the com Jac iamsar ammdmmna b.lvY r U 11 Mlles or the map City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation System Plan ADDITIONAL TRAVEL MODES This section summarizes the planned facilities for rail, air, water and pipeline needs in the City of Tigard. Rail Railroad tracks traverse Tigard from its northern boundary to the southeast where the tracks cross the Tualatin River into the City of Tualatin and further south (parallel to I -5 to just north of Salem). Another set of tracks, just south of Bonita Rd., turns east to Lake Oswego /Milwaukee and Southeast Portland. North of Tigard, the tracks go on into Beaverton and Hillsboro. They are both owned by Portland & Western (P &W), a sister company of Willamette & Pacific (W &P) Railroad. Presently all the grade crossings of the railroad and roadways in Tigard are controlled by gated crossings. There are a few private crossings which are not gated. Grade separation of the railroad crossings has not been determined to be necessary at any of the existing crossings. The highest volume at -grade crossing in Tigard is on Scholls Ferry Road. Because of the close proximity of the rail crossing to the Highway 217 interchange, potential future improvements on Highway 217 should consider the operational need of Scholls Ferry Road south of Highway 217 A commuter rail system, linking Wilsonville and Beaverton/Hillsboro currently operates on the P &W between Beaverton and Wilsonville. The system travels through Tigard with one stop in downtown Tigard. The RTP has plans to increase the frequency of service on this line which is supported by the city Ped /Bike Railroad Crossings The existing freight and commuter rail corridor presents a barrier to access for pedestrians and bicyclists in Tigard. Although new multi -use pathways are desirable, current ODOT Rail policy related to at -grade crossings is to reduce the number of at -grade rail crossings. In particular, the 2001 Oregon Rail Plan expresses a desire for a reduction in at -grade railroad crossings within Tigard. There are nine at -grade railroad crossings in Tigard, and one grade - separated crossing at Highway 99W. Of the ten crossings, six have existing sidewalks and five have bicycle facilities. Several track crossings are currently "demand" trails and not part of the formal or approved transportation system. These are worn paths across the tracks and could be used as locations for potential future 5 Outside the 20 year perspective of this plan, it may become necessary to consider a grade separation of the railroad crossing. While not part of this TSP, this concept should be considered in future planning of the Scholls Ferry Corridor. A grade separation concept may include a viaduct Scholls Ferry Road from Highway 217 to south of Nimbus. Urban interchanges would need to be designed for Nimbus and Cascade. This viaduct approach may preclude the need for seven lanes on Scholls Ferry Road. This type of alternatives analysis would be necessary in the project development of any Scholls Ferry Road widening, Highway 217 widening and /or rail crossing changes. 137 • March 2010 City of Tigard 2035 Transportation System Plan - DRAFT Transportation System Plan grade- separated crossings for pedestrians and bicyclists. Currently, Grant Avenue ends at Tigard Street near the railroad tracks, directly across from 95th Avenue. There is a wom path across the tracks connecting these two roadways. There is another demand trail where Katherine Street ends at the west side of the railroad tracks. In addition to crossings with existing demand, additional connections across the railroad tracks to the Tigard Transit Center would benefit pedestrians and bicyclists accessing transit lines. Currently, there are two connections on either side of the transit center, at Main Street and Hall Boulevard, but these crossings are nearly 1,500 feet apart. Any potential crossings needed for future multi -fuse pathways, for instance connecting the Fanno Creek Trail with regional destinations such as the Tigard Triangle and the Washington Square Regional Center will need to be coordinated with ODOT Rail to ensure consistency with their policies. Air Tigard is served by the Portland International Airport, located in Northeast Portland on the Columbia River. The Portland International Airport is a major air transportation and freight facility, which serves Oregon 'and Southwest Washington. It provides a base for over twenty commercial airlines and air freight operations. Ground access to Portland International Airport from Tigard is available by automobile, taxi and shuttle, and light rail which is not located in Tigard but has connecting service in Tigard via bus and the Westside Express Service. Tigard is also served by the Portland - Hillsboro Airport, a general aviation facility located in the north central portion of the Hillsboro. The airport facility is owned and operated by the Port of Portland as part of the Port's general aviation reliever system of airports. The Port of Portland maintains a Master Plan for this facility. No airports exist or are expected within the City in the future. Therefore, no policies or recommendations in this area of transportation are provided for Tigard. Water The Tualatin River is located along the southern border of Tigard. It is used primarily for recreational purposes. No policies or recommendations in this area of transportation are provided. Pipeline There are high pressure natural gas feeder lines owned and operated by Northwest Natural Gas Company along several routes_ in Tigard. The locations of these lines are not identified clue to potential security concerns. No future pipelines are expected within the City. No changes to policies or investments are included in the 2035 TSP. 138 March 2010 City of Tigard 2035 Transportation System Plan - DRAFT Transportation Funding Element Transportation .Funding Element The 2035 Tigard Transportation System Plan (2035 TSP) includes projects under the jurisdiction of the city, state, county, and other local jurisdiction. By extension, transportation capital improvements are typically funded through a combination of state, city, county, and private funds. This section documents Tigard's projected transportation revenues and estimated project costs -and summarizes other potential revenue sources. ESTIMATED TRANSPORTATION REVENUES Tigard's transportation revenues were projected based on historic trends. Available funds are typically split between operating expenditures (i.e maintenance, services, materials) and capital expenditures (i.e. new roadways, or pedestrian/bicycle facilities). The majority of the projects included in this document are considered capital expenditures. Table 6 -1 provides a summary of the funding types available, the forecast revenues and the potential application of these revenues (operating, capital, or maintenance). As shown, the City of Tigard currently estimates their revenues for transportation from 2009 to 2035 to be approximately $1,750,000 per year (2009,dollars) for capital expenditures. Washington County and ODOT typically allocate funding to projects within the City on their facilities. Estimates of annual revenues that are not at the discretion of the City but that are spent on roadway facilities within the City are shown Table 6 -2. TABLE 6 -1 FORECAST CITY TRANSPORTATION REVENUES FOR CAPTIAL PROJECTS (2009 DOLLARS) Forecast Typical Use of Forecast Annual Percentage of Funds Annual City City Capital Total Forecast Revenues (Operating or Revenues Capital Revenues Capital) State Motor Vehicle -Fund $3,000,000' Operating (75 %) $750,000' 27.3% Capital (25 %) County Gas Tax $200,000 Operating (75 %o) $50,000 1.8% Capital (25 %) City Gas Tax $650,000 Capital (100 %) $650,000 23.6% TIF & TDT $300,000 Capital (100 %) $300,000 10.9% Street Maintenance Fees $1,700,0002 Maintenance $0 '0% (100 %) Annual Total $1,750,000 100% 0 -5 Year Revenues � - _ $8,750',000 6 -10 Year Revenues �.• - '�d $8,750,000 ; .1 11 - 15 Year Revenues - $8,750,000 , 16-25 Year Revenues 25 Year Capital Revenues -' R 1 $43,750,000 • 1 Once State Transportation Bill takes full effect in FY 2012/2013, 2 $800,000 in 2010 -11, $1,175,000 in 2011 -12, $1,552,000 in 2012 -13, $1,700,000 each year after. 140 City of Tigard 2035 TransportationSystem Plan - DRAFT March 2010 Transportation Funding'Element TABLE 6 -2 FORECAST NON -CITY TRANSPORTATION REVENUES FOR CAPTIAL PROJECTS (2009 DOLLARS) • Forecast Annual Percentage of Non -City Capital Total Forecast Revenues Non -City Capital Revenues MSTIP Funds used in City $500,000 50 State /Federal Fees used in City $500,000' 50% Annual Total $1,000,000 100% 0 :5 Year Revenues $5,000,000 6- 10'Year Revenues $5,000,000 ' v 11 -15 Year Revenues $5,000,000 o •J, , • 16x25 Year Revenues $10,000,000 g . �`‘ . .�,: ( • 25 Year Revenues $25,000,000 1 Project specific..Amount.listed is an estimate based on historical annual average. • The State. Motor Vehicle fund has provided and will likely continue to provide the most significant portion of the funding for Tigard's transportation system. A -major component of the -State Motor Vehicle fund is a fuel tax (per gallon). • Together, the City and County Gas Taxes provides the second largest source of transportation funding fo the city. It should be noted that House Bill 2001 passed -in the 2009 legislative session prohibits cities from raising fuel taxes between 2009 and 2014. Although the -gas tax is recessive -as vehicle efficiency increases, this is expected to be balanced . out by the anticipated overaft increase in vehicle miles traveled projected within the city. • Transportation Impact.Fees (TIFs) and Transportation Development Taxes (TDTs) are an excellent source of revenues for growth - required needs, but TIFs and TDTs are only collected on development activity, so the revenues stream from TIFs and TDTs are volatile depending on market conditions. • The MSTIP is the Washington County Major Streets Transportation Improvement Program. The majority of county- funded road improvement projects are paid for via MSTIP using local property taxes. It is difficult to project how much MSTIP funds will be .spent on county roads within the City of Tigard on any given cycle. The amount provided above represents an anticipated annual average. Bonds were not considered as a potential revenue source as they do not increase revenue; rather, they allow the city to spend several years' worth of anticipated revenues over a short period of time. ESTIMATED TRANSPORTATION COSTS Table-6-3 shows the transportation project costs by anticipated timeframe. 141 March 2010 City of Tigard 2035 Transportation System Plan - DRAFT Transportation Funding Element TABLE 6 -3 TRANSPORTATION PROJECT COST SUMMARY BY PRIORITY PRIORITY PROJECT COST NEAR -TERM $329,790,000 MID -TERM. $213,990,000 LONG -TERM $159,010,000 TOTAL $713,890;000 • As shown in the table, near -term projects are associated with the highest total cost 'out of the three project rankings. FINANCIALLY CONSTRAINED PLAN Given the anticipated funding available shown in Table 6 -1, the highest priority projects were identified that could potentially be funded with the City's anticipated approximately $43,750,000 in funds for capital improvements (Table 6 -4). This list includes projects under the sole jurisdiction of the City of Tigard as well as projects that would require the City's financial participation in joint projects with ODOT and Washington County. The city will coordinate with other agencies to leverage funding opportunities and therefore the projects in the "Financially Constrained Project List" should be looked at as an illustration of the City's current funding priorities but one that will change over time. In addition, the financially constrained project list below includes projects currently identified on the Metro RTP Financially Constrained Project List, ODOT STIP, and City of Tigard CIP. No projects were identified. in the current Washington County's MSTIP. Table 6 -4 represents a list of projects that can be considered.reasonably likely to have funding over the next 25 years at the current time. As noted above, this list will change over tithe. 142 2035 TigardTransportation System Plan - ()SIFT 'March 2010 Transportation Funding'Element • TABLE 6 -4 FINANCIALLY CONSTRAINED PROJECT LIST -- - - _ I•Other Ci Financially Anticipated Anticipated Project Related Constrained Funding for Funding Cost 'ID- Name Project Type Jurisdiction Projects Plans? Project Partners Estimate • t . ;a o Ei } " KRoad`way Prolrcts, c 4 -tt • 4 ' e,�r _. • OR7 /72nd.AveiInterchange Interchange Partial 2 4 Improvements Improvement ODOT 4, 23 ($2,250,000 ODOT $30,000,000 Local Match) Durham Road Realignment at Road•Widening and /or Partial 7 Upper Boones Ferry Road Reconfiguration Tigard 7 9, 10 RTP (10768) ($2,500,000) $7,200,000 intersection 8 72nd.Avenue/ Road Widening Tigard 7,8,9,10 RTP (10768) $1,000,000 Upper Boones Ferry Road 9 Upper Boones Ferry/ Intersection ODOT/ 7 8, 9, 10 RTP (10768) $500,000 I -5 southbound Improvement Tigard Intersection 10 72nd /Upper Boones Ferry Improvement Tigard 7, 8, 9, 10 RTP (10768) $1,000,000 Hall /Hunziker /Scoffins Intersection ODOT/ 11 RTP (11223) $5,000,000 Intersection,_Realignment Realignment Tigard 12 Tiedeman, Realignment at Road Realignment- Tigard 12, 13, RTP (10769, Partial $6,000;000 North Dakota 14,56,58 11224) ($1,500,000) Greenburg /North.Dakota Intersection 12, 13, RTP (10769, 13 Intersection Geometry Realignment Tigard 14,56, 58 11224) $3,500,000 Improvements New Road/ North Dakota- PfafFle Highway 12, 13, RTP (10769, 14 217 over crossing Intersection Tigard 14, 56, 58 11224) $15,000;000 Realignment Ash Ave Railroad Crossing - Tigard/ 17 (Burnham to Commercial) New Road ODOT Rail Full $3,000,000 Hwy 217 Over- crossing at - 22 Washington Square Regional New Road Tigard RTP (10747) $25,000,000 Center - Cascade Plaza 143 144 In Other City Financially Anticipated Anticipated Project Related Constrained Funding for Funding Cost ID Name • Jurisdiction Pro'ects• Plans? Project Partners Estimate 23 Hwy 217 over - crossing - NeW Road Tigard 4, 23 RTP (10751) $30,000,000 Hunziker- Hampton Connection Oak - Lincoln-Locust Street 24 Collector System (Washington New Road Tigard RTP $3,000,000 Square Connectivity Improvements) 25 Taylors Ferry Road Extension New Road WACO RTP (10567) $4,390,000 27 Walnut to Ash Street Extension . New,.Road Tigard RTP (10754) $14,000,000 72nd Avenue Widening: Ore 31, 32, 31 99W to.Dartmouth Road .Widening Tigard 33, B15, RTP (10755) $10,000,000 P19 31, 32, 32 72nd Avenue Widening:. ;Road .Widening Tigard 33, B15, RTP (10755) Partial ODOT/ $25,000,000' Dartmouth to Hunziker - P19 ($2,000,000) Private 34 121st Avenue Complete Street . Complete Street Tigard Full $1,580,000 38 Dartmouth Street Widening Road Widening Tigard RTP (-10759) $4,410,000 39 Durham Road Widening Road Widening Tigard RTP (10764) $21,200,000 40 Durham Road Widening Road Widening Tigard RTP (10753) $21,090,000 Greenburg Road Widening, ODOT STIP 43 South of Hwy 217 to N..Dakota Road Widening Tigard (11436) $6,000,000 Hall Boulevard Widening, ODOT/ 45a Oleson to 99W Road Widening Tigard RTP (11220) $3,500,000 Hall Boulevard Widening, ODOT/ 45b, 45c, 45b Highway 99W to Fanno Creek Road Widening Tigard 45d, 45e, RTP (11220) $2,500,000 P20 Hall Boulevard'Widening, ODOT/ 45b, 45c, 45c Fanno Creek to McDonald Road Widening. 45d, 45e, RTP (1 $2,500,000 Street Tigard P20 City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation Funding Element City'of Tigard,2035 Transportation System Plan - DRAFT March 2010 Transportation Funding Element In Other City • Financially Anticipated Anticipated Project Related Constrained Funding! for Funding . Cost, ID Name Project Type Jurisdiction Projects Plans? Project Partners Estimate Hall.Boulevard 45b, 45c ;: ODOT/ 45d McDonald'Street to Bonita Road'Widening 45dl'45e, RTP. (11220) $1,500,000 Road Tigard P20 Hall Boulevard Widening, ODOT/ 45b, 45c, 45e gonna Road Co Durham Road Widening Tigard 45d, 45e; RTP (11220) $3,000;000 P20 46 McDonald Street Widening, Road Widening Tigard RTP 11217 99W to Hall RTP ( 11217) $8,000,000 47a Scholls Ferry Rd Widening, Road Widening RTP (10596) $19;700,000 ,Hwy 217 to 121st 48 Walnut :Street Complete .Street Complete Street Tigard RTP (11229) Full $7,000,000 49 Pfaffle St/Hall Blvd Intersection ODOT/ Full $500,000 Improvement Tigard 54 135th Avenue/ Walnut Street Intersection Tigard Tigard CIP Full $400,000 Improvement Intersection ODOT/ 12, 13, RTP (10769, 56 Greenbu rg /Oleson /Hall Improvement Tigard/ 14, 56, 58 11224) $3,000,000 WACO 58 Greenburg /Washington Square Intersection ODOT/ 12, 13, RTP (10769, $500,000 Road Improvement WACO 14, 56, 58 11224) Intersection ODOT/ 60 Hall /McDonald. Improvement Tigard Full $400,000 65 Tiedeman Street /Tigard Street Intersection Tigard Full $750,000 Improvement Hwy 99W Intersection Intersection See 66a - 66 Improvements Imp ODOT RTP (10770) 66o ODOT/ ODOT 66a Highway 99W Signal Improvements Tigard STIP RTP (10770) $2,500,000 (16373) 66b Highway 217 58 Intersection ODOT RTP (10770) $8,000,000 l Ramps /Highway 99W Improvement 145 146 In Other City Financially Anticipated Anticipated Project Related Constrained Funding for Funding Cost ID Name Project Type Jurisdiction Projects Plans? Pro Partners Estimate 66c Highway 217 NB Intersection O DOT RTP (10770) $8,000,000 Ramps /Highway 99W Improvement 66d Highway 99W/I -5 SB Intersection ODOT RTP (10770) $5,000,000 Improvement 66e Highway 99W /68th Ave Intersection ODOT/ RTP (10770) $1,000,000 Improvement Tigard 66f Highway 99W/72nd Ave Intersection ODOT/ RTP (10770) ($1,000,000 $2,000,000 Partial • ODOT/ Improvement Tigard ( ) ($1,, private Local Match) Intersection ODOT/ Partial ODOT/ 66g Highway 99W /Dartmouth St. Improvement Tigard RTP (10770) ($1,500,000 private $8,000,000 Local Match) 66h Highway 99W /Hall Boulevard Intersection ODOT/ RTP (10770) $6,500,000 Improvement Tigard 66i Highway 99W /Greenburg Intersection ODOT/ Tigard CIP RTP (10770) Full $4,500,000 Road /Main Street Improvement Tigard Intersection ODOT/ Partial 66j Highway 99W /Walnut Street Improvement Tigard RTP (10770) ($500,000 ODOT $1,500,000 Local Match) Highway 99W /Gaarde Intersection ODOT/ Partial 66k Street /McDonald Street Improvement Tigard RTP (10770) ($1,500,000 ODOT $8,000,000 Local Match) 661 Highway 99W /Canterbury Intersection ODOT/ RTP (10770) $2,000,000 Improvement Tigard 66m Highway 99W /Beef Bend Road Intersection 000T/ RTP (10770) $1,500,000 Improvement WACO Il City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation Funding Element City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation Funding Element In Other City • Financially Anticipated Anticipated Project Related Constrained Funding for Funding Cost ID Name ProjectT •e Jurisdiction Pro Plans? •Proect Partners Estimate Intersection ODOT/ 66n Highway 99W /DUrtiam RTP (10770) $1,500,000 Improvement Tigard Highway 99W Access - Partial ODOT/ 66o. Management Access Management ODOT RTP(10770) ($1,000,000 private $6,000;000' Local Match) ODOT/ Partial ODOT/ 85 Hall Boulevard Road Wideni Tigard ($200,000) Beaverton $500;000 Main Street Green Street Tigard CIO, Partial 86a (phase I) Complete.Street Tigard ODOT STIP ($g00,000) Metro $3,500;000 (15600) 86b Main Street Green Street Complete Street Tigard Partial Metro/ $2,000;000 (Phase II) ($500,000) Downtown 91 92nd Avenue Complete Street- Tigard Partial $800,000 ($300,000) 1 J ° Ai 5 F • r BicydeiProJedts H , � a .. 7. 'i • 61 Tigard Transit Center Bicycle.Fecilities Tigard / Full, $50;000 Bicycle Hub TriMet B2 Bonita Road Bike Lane Tigard Full $200;000 B5 98th Avenue Bike Lane Tigard Full $150,000 613 Greenburg Road Bike Lane WACO/ RTP (10612) $3,600,000 °DOT 630 Locust Street Bike Lanes WACO RTP (10611) $450,000 BC3 Bonita Road at 79th Crossing Tigard Full $30,000 • BC5 Tiedeman at Fanno Creek Trail Crossing Tigard Full $20,000 ,147 148 In Other City Financially Anticipated _Anticipated Project Related Constrained Funding for • Funding Cost ID Name Pro'ectT •e Jurisdiction, Pro'ects Plans? ' Pro Partners Estimate r - ,.• ' n Multi use Path'Projects - '' n _ M2 Fanno Creek Trail 10 -foot wide -paved Tigard Tigard CIP Partial Metro/ $3,000,000 pathway ($1,000,000) Federal M5 Westside Trail 10 -foot wide paved Tigard Partial Metro $1,920,000 pathway ($250,000) M6 Tiedeman Avenue/ 10- foot.wide paved Tigard Tigard CIP Full $1,250,000 Main Street Rail Trail pathway M8 Neighborhood Trail Neighborhood trails Tigard Partial $1,100,000 Connections - Various locations - ($400,000) ^� ' r o] n P,,,,, " • a 1. t Pedestrian P,ro •" ' . P1 North Dakota Street Sidewalks Sidewalk Gaps Tigard Partial $810,000 ($500,000) P3 Tiedeman Avenue Sidewalks Sidewalk Gaps Tigard Full $430,000 P10 WSRC Pedestrian Pedestrian Tigard RTP (10749) Partial Private $3,900,000 Improvements Improvements ($1,000,000) - P16 Tigard Street Sidewalk Tigard Partial $1,200,000 ($500,000) P18 Commercial Street Sidewalk Tigard Full $400,000 ODOT/ 45b, 45c, Tigard CIP P20 Hall Boulevard Sidewalk Tigard 45d, 45e, Portion of $1,800,000 P20 Project -only) P30 97th Avenue Sidewalk Gaps Tigard Partial $400,000 ($200,000) Tigard Town'Center Partial PC7 (Downtown) Pedestrian Pedestrian Facilities Tigard RTP (10760) Private $4,880,000 Improvements ($2,000,000) PC8 North Dakota at •Fanno Creek Pedestrian Bridge Tigard Partial Private $2,500,000 Bridge,Replacement ($600,000) City of Tigard 2035 Transportation System Plan - DRAFT March 2010 Transportation Funding Element City of Tigard2035 Transportation System Plan - DRAFT March 2010 Transportation Funding Element • In Other .City Financially Anticipated Anticipated Project Related Constrained Funding for Funding Cost ID' Name' Project Type Jurisdiction Projects Plans? Project Partners Estimate ' - 'Greenburg /95th Raised' PC9 Pedestrian Refuge and Ped Signing /Striping Tigard Full $50,000 Cr o s sinialk r te, L' �. _ 3 .P iTransitiFrojects a w - , . lte ' . Qt. Transit Stop Amenity Tigard/ TriMet/ T2 Improvements on Transit Amenities Full $400,000 H TriMet ODOT Highway 99W T4 High Capacity Transit Planning Transit TriMet RTP. (11222) Full $5,000,000 d ',q .� .� F- a.... ".-�"_ as °+Aye ♦' A '� Tr Transportation System Management P�ojectsu.. . «° . p �» TSM1 Upper Boones Ferry Road Arterial Corridor Tigard Partial Metro $1,300,000 Management ($500,000) Washington TSM11 Scholls Ferry Rd Arterial Corridor ODOT/ RTP (10602) Partial County/ $4,200,000 Management Tigard ($250,000) Beaverton/ ODOT /Metro 149 March 2010 2035 Tigard Transportation System Plan - DRAFT Transportation Funding Element POTENTIAL FUNDING SOURCES There is a significantdiSparity between the total cost of the projects identified in the 2035 TSP and the projected revenues. Some additional potential local transportation system funding sources the City may wish to consider include: 1) transportation utility fees, 2) urban renewal districts and /or 3) Local improvement districts (LIDS). Each of these alternative funding sources is described below, followed by descriptions of several state grant programs for transportation funding. Transportation Utility Fee The City of Tigard currently has a Street Maintenance'.Fee w a form of a Transportation Utility Fee. The City's current fee is dedicated to street maintenanpro ects only. Transportation Utility Fees are based on consideration of transportation'tsystems astutilities just like public water, . or stormwater systems. Fees are typically assessed b ue sa wastewater,avera e vehicle trips YP Y Y g( g s g P per development type). A growing number of 'cities in Oregontare adopting - Transportation utility fees that also fund capital projects, including pedestrian and bicy_elojects Urban Renewal District `3 War An Urban Renewal District is an area that is designated by a commudi y s a "blighted area to assist in revitalization: Funding for the revitalization is,proi vided +by urban renewal taxes, which are t fl • - generated by the increase in total assessed value in the district from the time it was first established. Tigard has an established urban renewal(districts in the downtown area of the City. Urban Renewal dollarsslcan be used to fund infrastructu projects such as roadway, sidewalk, or transit improveements Since funding reIie on taxes from future increases in property value, the City may seek to create a Dis such;improvements will likely result in such an increase. nak Lo a / i m provement Distric s((LIDs) Under a` al Impiovernent DistrieS(LID), a. street or other-transportation improvement is built and the, adjacent properties that benefit are assessed a fee to pay for the .improvement. LID programs havwi application for- funding new or reconstructed. streets, sidewalks, water /sewer or other public worksprojects The LID method is used primarily for local or collector roads, though arterials have bee built.uusing LID funds in certain jurisdictions. r State Grant Programs The following programs provide project specific grants for transportation funding and should be explored on an on -going basis. Community Development Block Grants (CDBG) CDBG Program funds are offered through the Federal Department of Housing and Urban Development although administered through the state. To receive CDBG funds, cities must compete for grants based upon a formula that includes factors such as rural /urban status, 150 City of Tigard,2035 Transportation System Plan- DRAFT March 2010 TransportationFunding Element demographics, local funding match, and potential benefits to low -to- moderate income residents, including new job:creationl,CDBG funds, can also be used for emerging public work needs. Special •Public ,Works Funds - (SPWF) and Immediate Opportunity Funds (IOF) — Lottery Program The State of Oregon through the Economic and Community Development Department provides grants and loans to local governments to construct, improve, and repair public infrastructure in orderto.support local economic development and create new jobs. SPWF and IOF funds have been.used in a number of cities for the construction of water, sewer, and limited street improvements'. These funds are limited to situations where it can be documented how a project willcontribute to economic development and family -wage job creation. State Bicycle - Pedestrian Grants ODOT's Bicycle and- Pedestrian Program administers two grant programs to assist in the development of walking and bicycling-improvements: local grants and Small -Scale Urban Highway Pedestrian:Improvement (SUPI) programs. For both these grants; cities that have adopted plans with identified projects will.be in. the best position to receive grants. Cities and counties can apply for focal grants for bicycle and pedestrian projects within the right -of -way of local streets. Local grants up to $100,000 are shared 80% State and 20 %, local. Projects that consider the needs of children, elderly, disabled,:aiidtransit users are given special consideration. In the SUPI process; cities and counties. help ODOT identify sections of urban highways where improvements' are needed: Exatnples of eligible projects include: • completing short missing sections of sidewalks; • ADA upgrades; • crossing improvements (e.g., curb extensions, refuges; crosswalks); and, • intersection improvements (e.g., islands and realignment) SUPI projects are located on highways that have. no modernization projects scheduled for the foreseeable future. Projects that have a local funding,match are typically viewed the most favorably because this indicates strong local support. Projects on highways that cost more than $100,000, require;right -of -way, or have environmental impacts need to be submitted to ODOT for inclusion in the STIP. Cities and counties can apply annually for bike path or sidewalk grants of projects they have selected.;Giants for projects on local street systems have a match of 20 percent and projects next to. state,highways have a lower match requirement. Bicycle - pedestrian grants are generally below- $125;000 per project. Project evaluation and selection is made annually statewide by the Statewide Bicycle /PedestrianCommittee. 6 Source:_ http: // www.oregon:gov /ODOT /HWY/BIKEPED /does /mainstreethandbook.pdf 151 March 2010 City of Tigard 2035 Transportation System Plan - DRAFT Transportation Funding Element ODOT Transportation Enhancement. Program The ODOT Transportation Enhancement program provides federal highway funds for projects that strengthen the cultural, aesthetic, or environmental value of the transportation system. The funds are available for twelve "transportation enhancement activities;" which are categorized as: • Pedestrian and Bicycle projects; • Historic Preservation related to surface transportation; • Landscaping and Scenic Beautification; and • Environmental Mitigation. The Enhancement Program funds special or additional activities not normally required on a highway or transportation project. So far, Oregon has funded more than 150 projects for a,total of $63 million. Enhancement Grants are available through an ODOT process that awards construction funds for three fiscal year periods at a time with applications typically due in spring. The most recent application wasin 2008 to fund projects in 2011 to 2013. State Parks Funds Recreational Trails Grants are national grants administered by the Oregon Parks and Recreation Department (OPRD) for recreational trail - related projects, such as hiking, running, bicycling, off - road motorcycling and all- terrain vehicle riding.. OPRD gives more than $4 million annually to Oregon communities and has awarded more than $40 million in grants across the state since 1999. • 152 March 2010 City of Tigard 2035 Transportation System Plan - DRAFT References References 1. FHWA. Manual on Uniform Traffic Control Devices. 2003. 2. ODOT. Traffic Manual.2009 3. ODOT. Oregon Bicycle and Pedestrian Plan. Salem, Oregon. June 1995. 4. Metro. Draft 2035 Regional Transportation Plan. 2009. 5. ODOT. Oregon Highway Plan. July 2006 update. 6. ODOT. Transportation Planning Rule Guidelines. April 2006. 7. City of Tigard. Washington Square Regional Center Plan. September 1999. 8. DKS Associates, Inc. Tigard 99W Improvement and Management Plan. July 2007. 9. Metro. Atlas of Mobility Corridors. 2009. 154 Tigard 2035 Transportation System Plan Volume 2 Technical Appendix Tigard, Oregon March 2010 March 2010 City of Tigard 2035 Transportation System Plan - DRAFT References VOLUME 2 TECHNICAL APPENDIX Appendix A TSP and Implementing Ordinance Compliance Appendix B Neighborhood Trails Plan Appendix C Tigard Metro Regional Mobility Corridors Appendix D TSMO Projects on Tigard Regional Mobility Corridors VOLUME 3 TECHNICAL APPENDIX (UNDER SEPARATE COVER) Technical Memorandum #1 Plans and Policy Review Technical Memorandum #2 Goals and Objectives Technical Memorandum_ #3 Base Year Conditions Analysis Technical Memorandum #4. Transportation Needs & Deficiencies Technical Memorandum #5 Transportation Systems Solutions 156 Tigard 2035 Transportation System Plan Volume 3 Technical Appendix Tigard, Oregon March 2010 VOLUME 3 TECHNICAL APPENDIX Technical Memorandum #1 Plans and Policy Review Technical Memorandum. #2 Goals and Objectives Technical Memorandum #3 Base Year Conditions Analysis Technical Memorandum #4 Transportation Needs & Deficiencies Technical Memorandum #5 Transportation Systems Solutions FANNO CREEK RE- MEANDER GRADING LIMIT OF EXISTING DEVELOPMENT LIMIT OF PROPOSED DEVELOPMENT LIMIT OF REVISED SENSITIVE AREA/ REVISED VEGETATED CORRIDOR glilligii VEGETATED CORRIDOR VEGETATED CORRIDOR ENHANCEMENT (35.044 SF/0.60 ACRE) illIl - MITIGATION (I IS69 SF10.27 ACRE) IPA RESTORATION (1,692 SF /0.207ACRE) • ` `. t ■ f.. r ) , I t**`. 7- • — ' l '( ' - r ?.Stip✓. /Jr�I�/ __ 3 ... .._. Jj i „ 4„--„,,K ,,........,...„_________:___,.:0„,t....,•, • r • :**.!: \\■ . \.::.. ;z ti yrti ti � I \1 C I \ ' : , ]] .� L M : :. :. :.ALL •\, y. ti tiL N. . 0 >. i L- tt "� i SCALE al ME ff .',/ it : : ti x�sa /lo Mitigation, enhancement, and restora ossociated with proposed pedestrian trail modifications associoted with the F1CURE � . CWS Fonno Creek chonnel alignment project in Lower Fonno Creek Park. Bose mop provided by Walker Mocy, 2010. B 1 J/ Pacific Habiut Scrviccs, Inc. U , p Tl ar Transportat Plan Update S ystem March 30, 2010 Tigard City Council Commission Meeting Presented by: Elizabeth Wemple, P.E. Kittelson & Associates, Inc. I� KlaTTELSON & ASSOCIATES, INC �_ TR} N RTj y 0 ENG E�E7',IIN9I1 E NI NG = - Transportation Element of the Comprehensive Plan 20+ year plan taking a big look at city's Tong -term transportation needs — Tigard cmTB«aaEry ..ERRY .. ∎ Cuban Reaming Area - 1 N � — Recent Cev nnexanons 1 I — Includes projects ` ° wanr. needed now and in - . '...., `' • the future Q i' 3 Y _ 5 r Q: RK TIE 9T ; ._...... — Identifies right -of- - ' "; 1 wuN r • � - f . •. _ 4 \ RTYOUrr T way needs for future projects — Required by the state � � .�� '= r ,� government fb1 ' ' _ os, — Important tool for„..°,.. 1 5 � f; 1 a i l 1 transportation a l-1- -E financing A�1- 1 ---- t _ ( 4' � -. pIpMM RO _ \ Ott ill, —�^ C 3 liF C 1 KITTELSON & ASSOCIATES, INC. IT R A N 5 n O R T A - I O N E N G I N E S R I N G / F L A N K - P 1 0 4 Land Use Context & Previous Planning INI Coniner ,I _ I ,; O■O, OD Alia - loclusII811 N J-- - ... a - jai y ,- • ? °, 4 1 comprehensive Plan , ���� Rtm n11ff ' yA 1 / 4 r�...r,. �� To Cerny sfew" u 'q i ti ' , • t - 4 v . 51 i if 1 _ ' LL ti � - J ' J J Tlrar:„_:...,,....: 9 prorn ansecmcnE Mom 'Insl .r A - ..,' 4 - ,,,. ---1 Y4 ''' miii .,P \ ......— � . , , J • 1 ice. _ `~ f* —r •esc+�osr _ 1 r -,- l ,- -: ,... ,‘ $110---4111. II ( i ' 1 -1 I 1. 1 . _ . g - \ - . I A P- " \ ' , '- : '" 4 : 1 : 1 /, , Me ILIA ME / r 4Nil 4--.‘ TOSernbet IS MOP L KITTELSON & ASSOCIATES. INC. � . ��� r, i C N E N G i N E E 4 1 N G! P L A n N N G RTh1+ml»w.rr o Document organization Is mill _ _.1 _ Introduction (Section 1) Goals and Policies (Section 2) Transportation Planning (Section 3) y1 = Toolbox , }T r ,'' r - r . _ I Development of the TSP (Section 4 system Pla p 4) ` Transportation System (Section 5) d JR . n . Draft Plan V;.,,w,Ql' ' -, 4 r r1,;rsini, 1 .;; 1 ; Transportation Funding (Section 6) W, u , Element March 2010 y; References (Section 7) al ki =mom. I KITTELSON & ASSOCIATES' INC. G A N Y N G _, - Public InvoIveme1t Process = > Schedule of Meetings > List of TAC Members > List of TAC Members 17 ' KITTELSON & ASSOCIATES INC. _ - - 1 vsiv qn . o� .ejr.f � m . Ul = B[WQIvel e nt - ocess ' Schedule of Meetings - Public involvement for the development and review of the 2035 TSP was achieved in three ways: - Involvement of citizens on the Citizens Advisory Committee including three committee meetings - 6/18/2009 - 10/14/2009 - 12/16/2009 - Two public forums and one open house; and, - 6/24/2009 - Pubic Forum - 9/11/2009 - Public Forum - 1/27/2010 - Open House - Targeted outreach with local community and service organizations. ' Additional public hearings will occur as part of the adoption process. K2TTELSON H‘ ASSOOIATES vo emen _ roce -�s , > Citizens Advisory Committee Members — Patrick Harbison — Stu Hasman — Gary Jelinek — James Knowlton — Cindy Padilla — Jennifer Stanfield — Christopher Warren — Randy Wooley I KI ELSON eASSOCIATES �Gl of Npu1Dp - P u,bflic g , � _ m t D . .eS _ - nvo ve e n rocess L Technical Advisory Committee Members — Gus.Duenas, City of Tigard, City Engineer — Matt Crall, DLCD, Regional Representative — Kaaren Hofmann, City of Tualatin, Civil Engineer — Steve L. Kelley, Washington County, Senior Transportation Planner — Jalira Khasho, City of Beaverton, Transportation Engineer - Karen Mohling, Tualatin Valley Fire & Rescue, Deputy Fire Marshal — Josh Naramore, Metro, Associate Transportation Planner — Roland Signett, City of Durham, City Manager — Jessica Tump, TriMet, Planner — David Wells, King City, City Manager TKI KIT TjEtN� _ _ , _ _ - = I rP S � Q1�747�i0.67Q 4QOgC - � _ _ Goals and :Policie ' Goal 1 - Land Use and Transportation Planning Coordination ) Goal 2 - Transportation Efficiency ' Goal 3 - Multi- Modal Transportation System ' Goal 4 - Safe Transportation System ' Goal 5 - Interagency Coordination. - - _ ' KITTE450N &'ASSOCIATES INC. = - p - - _ - Transportation Planning Toolbox > Tools to Increase Non -SOV Mode Split rt Ca — Land use '9 , , 0 , .. • -474* ciT - Connectivity ��!..� • - Transportation Demand Mana Management TDM) @� " 9 C k z Tools to enhance facilities for non -auto modes •• Tools to manage existing system more •!s efficiently - Transportation System Manageme a � s 41 v ilk, 7t, -.'. • s c0 ' if _ f " ( ` -------- -. ■ 14 ' i , , r , . _,,, "4 ..,•, , , , N.-..-z,-,.., qp- r - r, — z N.._ '"44'4444'blku. 1 :_ii — I KITTELSON & ASSOCIATES, INC. AMMIIIIIIIIIII T R A M g F O R T a T , b N ENGINEERING /P L A N N i N G Accommodating Future "��`� "''�` J I� Neg nt ot or No Per Aere i I I 0 to 0.5 HH /Acre el • Growth (Year 2035) M0. 5o1.5HH/Acre 4 � MN t 1.5 to 2 H WAcre '- ME more than Z.5 HH %Acre ■ S / ,. a i f Transportation Plan to 0 a accommodate additional 4.. 9 households and _ �° 25,000 jobs 2005 -2035 __ _ r j iiiiiimipt -pi consistent with the Comprehensive Plan ; 411411r i r.i , - Downtown residential growth ii - Commercial growth along Change in Jobs Per Acre g TI Negative or No C'hangc W � Jobs/Acre Oregon cr „. l to 3 Jobs/Acrc 9 � - i to 1 lobs/Acre li ), -y Ell MAC than i Jobs'Acre y - ,I sou 2005 2035 Growth, 2005 -2035 - M F J i i � 1 uz Households Employment Households Employment Households Employment 4 . � ' 26,160 43,734 35,071 68.564 8,911 24,829 / j / \/ 2 2 r 4 2, KITTELSON ASSOCIATES, INC. \ n 5 P f O N E N o i N o 'r , a N Y 1 Builds on past planning efforts — 2002 TSP — 99W Improvement and Management Plan Result: — Regional Transportation Plan Draft TSP Updated existing conditions analysis Refined Project List 7 and Set Draft Priorities Updated Forecast needs luated. Draft _ Preferred Plan 6 Mufti-step evaluation of IdenEvatified New Projeetts 5 improvement options geviewed Number and Feasibility of Brid 4 ge S Evaluated z._. __ _ dividual Pro. "ects 3 g tratelte rilati ve n Evaluated 1 aria n 2 � e rio 1 1 aria 2 Start with: I � 1 //' 1 Protect List from Previous j Planning Efforts , K KITTELSON & ASSOCIATES, INC R R N 5 P O N T > T, O N E N G A N !I I N G Reassess Our Impact Environmental Environmental Justice Resources Populations V terBodies 3e a r rem. or l_ � Si t Po tt r E ! p %1 0.t7 7eaadlotlmtan� 8 %fi LGU - lucame �''', ? r :" . __ Goal 5 Resources n . { ' O` ri Non- English Speaking x 1I('`� L� - 4 lain l liggi floodp �. t 1 ee�f : Sen/ar j j i" ; r r „ as s• 'SA 7 Significant Areal It q Y ter , �1 � r a if , . E + ' '— 1, i ' x r sr P r , r ' s r -.,-..-1 � -� r u sr nassr • • _i_ r � .,� \ rh • ei 333 ! f l l � h}I `1: ®x \ d_j� 1 i . 9 P e D aP .,.nr • g '1 l r , 1 . �r , .r�� ,wrso.rx �eA titer _ ! ; t , ". wa« st = N <Oa�Nasr _ % �� t � it) it 1 J 1 #k, iii . , 1 f a _, it �� '3a- ..,.tiw4 ty t, , ., , 1 ,n a � a 1 � g It .. a Sources Ctrs of spot Nieto 2008 RLIS Lie • Significant emuomntatal yusect popalatratit are based ou the Metro 2035 update daimon : Crows Hock Groups n same dm 2 5 rimes the regional average for tha: \me. Hock Groups W gWuhted ta yellow represent was wine* ¶W o en more stsnifIcaor populations ere sdeursfted Sown 2000 Cteaus. ;die PUS Lne ' >s. KITTELSON & ASSOCIATES, INC. 1 . r k A M 5 P O H r A E H G N E E k 1 H G /PLAN N I N G Transportation S Plan > Functional Classification System > Neighborhood Traffic Management > Street Design Standards Intersection Performance Standards > Safety Analysis > Access Spacing Review > Connectivity Review and Assessment > Transportation System Management Review and Assessment > Travel Demand Management Review and Assessment > Parking Review and Assessment > Multi -Modal Improvement Plans (Roadway, Pedestrian, Bicycle, Transit Plans) Special Area Plan (Washington Square, Tigard Triangle, Downtown) 1 '� KITT ELSO Ni & ASSOCIATES INC. . IIII • . ..w— ; Ela n.o:% — x,c. - _. , - - - Additi;anal studies Circulation /connectivity study and inventory Update street cross section guidelines > Mode -split survey and tracking plan > Traffic safety mitigation system a Review and update development code parking requirements > Special . area parking management plans Multimodal level of service (MMLOS) analysis ) Multimodal access plans for Tigard Triangle Multimodal access plan for WSRC > 72nd Avenue Corridor Study > Pedestrian crossing improvement plan • ,K KITTELSON &.ASSOCIATES INC _ - - _ -' a Roadway Projects Roadway projects are still a significant = ;., ��`'"i, w a nt of the TSP - Collector Ir i: Vi� �rii. compone t . 1 ; :_a because they serve all — TA � -y a ' = =: ili modes I Arli = 4 — Vehicles • �ti F •� �: •m _ �i Imo, ..,� — Pedestrians � Er a :r ' "' ! ` — cyclists - Es . L .. ,r _ J — Transit Routes =Yr "r .� Provide freight access 1 `, .• ��;,�; ,.L and mobility �� m , x.., New "Complete Street" I designation for projects KITTELSON & ASSOCIATES, INC. i _ R A N S P U R “"ION " I O N E N G I N E S R I N G /P L P N R N G , 1111.111 , Multiple Complete Street Projects «r; in the TSP BIM DING ram r/ r _ , e .. — Improve roadways to provide t _ pedestr and b facilities .' i r without additional travel lanes. `-- �� P� Walnut _ - b - =. k - 121st 1. ' J - Oak - - - Oth 'N' ; , \ :I' 1 viri,n4 .. ., 1 A ,i wr, I il % , ..,,,r,l i fi t , 4 4: , It , , lk 1 p 1 t 9.'4 'Vf 1 , r W4 , 111 - ♦ e 04 1 Il iii • ■ OC 3 ""'rR• F a I 7 ' KITTELSON & ASSOCIATES, INC i -' \I TRANSPORTATION ENGINEERING /PLANNING Transportation Projects DOWNTOWN 4 ebt '� TAY Figure 5-11 RJSET 0 �2 . G " �11 N i • Ma.. 86a I • it lit lb* - - l I - Transportation L • _ 1mj •lOVM11EN1tS 6 2 �n TC • I �, # 1 Y rt Fed Urban AL I's, ; ', ,,,,- .' '' ..MIN N.4'''. _ .F. / 1 Gy, , vi told r `� I 1 , r � A ! E Ens-1a! F]cwnes PC7 f ° �a't / ! -_:-.1.... s . � j '" `' 3 �H■ nn sT ��1La� Ig. 3 tfil (' t 3 : :• -i if • �. _ ,. ��i?'. .� w a tacai ttno-a; • II 7 •. r; y ti r r+ _ 2n .. l c6e y� 1N. t'u Pah i�]..•�..� � �_ ---- _7d: `� m * L {c sr y - �. rr..F,c�w: _ ` ` �i _. ter ° . ,. t7 . .ro •te orwrrl � e4tv[a .t :z,rreetac ;Te tt e 'h. �� •!.; _ LJ gl _ ; F'-! , 6y \ •_ •' a . , 1 g In J . r � , Yt W . • ( ; w�¢�:� _ �_��".{.� l.;,hb �• cnrtnnouT e., FCTCorc& o�'S� • e. N' �wll 37!1 5l P'7Pb�^eYoei Pad � 3 OE ��r � M ▪ IR.o�`. Y - � : � , t ` �1 - - Y ne.a la7ro•ro>.c: 0T.: :"Tirraiv r >;i e ta"' `D! fR $ Sac Silo & s r.+°"_ $ / / . . �' � sl .. ^8 _ 23 r C 4 i �o,lte Streets ` �` r / • , .• � ^ y (Mat s:i•or'.ki Set • JO' se !!� ^x: Y "w ", � - r' `' � • tt ^ , u Iii, Bt4eB01.:14 " I` 1. ter. ‘- GAnPC 5T - + .�. • 33 : I T _ is ii. T ln �3.mu ME � a /. F:.1 n 14, ?-I t mdcGt r 1 47 = - iiiir.‘ �� :. _ J ~ i � - - K ES •� _ 1 �, 1 '. . ..+ . ildilr °r tlep[kmr.r. t �' p2f'e•.tom:, - • c . EN If Vate. 41.1 1 ' 414 • - 'B ,lUtY3�tIR1'IN • ` •. n. .r....t.,..p...tet.•cm. - ,� 0 7 C. 2 . ill 7 " 1 r . : ILL PROJECT ` °,.o"'° " r ,. Pedestrian Network w.. :.fiR,.. j � THROBS FERRY RD \ Figure 5-6 DOWNTOWN I fits i . INSET � a a� J , � 10 N Future -,) 1 ? , I —}4 ..1 �`,� Pedestrian . >Aa ,, : � ^ N' 1 - ;•e L - ' Network 1 a . • F 1 ip. ( s . _� q i Tigard Urban y f \ 1 1 7 f i J y 1 � PLmingArea • � ` et t z 4:0414; ' 0AC 'sr , �c- ri•E �.a.�au ' !CM ' 1 ale yf W ' . � 1 l" Multi-U. Path 1 . i�.La .t• s ' ' r� ~ F � wiTimQT T I .I •.1 - r� ,. i:: :Sld...11, //{` I � i ._ , Y �. 1 I �: 1 : 4 0 4 - 6 . 31 • ■• Mulct-Use Part • i' ■ .m.i.. >•n.. �• ...w. • �2 /� ti 1 1 :::_. ,� . !. 4..j. a. . 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RAU.= MI be mob n ewe 4 \` •. ` \ } I, denied R l'L Wenn ewe De 4. ��` \ \ \� (To ,,,d..,.1 Stt dM coma: N tlA DV ■ 1 1 1 Update projects that have been completed Review need for previously identified projects �,* ,, �y:. ip Identify new needs 1. - Transit, pedestrian, bicycle projects 1 ' r ;- fl u p y p • . *l 1 - Roadway and intersection projects Findings - Significant transportation needs • .1.L,`' I - Projected future funding will not address all of n a ; these needs - °f (� - Therefore, 2035 TSP has a larger focus _ on the multi -modal system and � a �. enhancing system management than the ! ,� ; , previous TSP ,, , I 7, /\ KITTELSON O & ASSOCIATES, INC. `� TRA NSPO P T > 1 N EN G, MC F R,NG /P L A N NI N SondfinZ Crilk-wier " - > Estimated available funds over the next 25 years for transportation capital improvement projects - $44,000, at the discretion of City of Tigard — Spending from MSTIP nizd state/federal l fiends also typically occurs > Developed a "Financially Constrained Project List" — Identifies the current top priorities for the City's $44,000,000 — Includes projects deemed reasonably likely to be f in the Metro RTP Financially Constrained Project List — Financially Constrained Plan includes approximately $4o3,000,000 of capital improvement projects 25 -year transportation infrastructure needs - $714,•00,000 ' r„ P1aPgs�90 l4kC�lPaa" _ _ ■ ` c Th ings to Consider as you review the TS > Collectively are the projects consistent with the goals of the TSP? > Are you comfortable with the project time frames? > The TSP is more than just projects — Additional plans and studies (Table 5-3) are identified and will be pursued > Remember that the TSP is not the CIP. ���\\ ��\\� KITTELSON & ASSOCIATES INC. E Conclusions /Next Steps J > Presentation to Planning Commission was March 15th Planning Commission work sessions, hearings and recommendations to City Council > City Council work sessions , hearings and adoption anticipated late summer early fall > Thank You i Beth Wemple — Bwemple@kittelson.com - -- 4. KKITTELSON S� ASSOCIATES I NC 11,. a o a ai Agenda Item # S Meeting Date March 30, 2010 COUNCIL AGENDA ITEM SUMMARY City Of Tigard, Oregon Issue /Agenda Title Discussion of Code Amendment to Extend Land Use Approvals Prepared By: Cheryl Caines Dept Head Approval: y� Nl City Mgr Approval: ISSUE BEFORE THE COUNCIL Discuss a proposed code amendment extending previously approved land use decisions prior to the 'City Council hearing scheduled for April 13, 2010. STAFF RECOMMENDATION Receive information about the potential effect anticipated legislation may have on development standards, specifically land division applications (partitions and subdivisions). KEY FACTS AND INFORMATION SUMMARY e The City is considering a code amendment to extend land use approvals for Site Development Reviews, Subdivisions, and Minor Land Partitions (DCA2010- 00001). This amendment is proposed as a means to respond to the economy. ♦ The cases affected are those with approvals lapsing between July 1, 2008 and December 31, 2011. The lapsing date would be automatically extended through December 31, 2012. ♦ There are 15 subdivisions and 15 partitions that will be extended by the proposed amendment. ♦ Planning Commission held a public hearing on March 1, 2010 to discuss the amendment. No one testified in favor or opposition of the amendment. • There was some discussion of code amendments since the original approvals, such as the Downtown code standards, and amendments to be approved in the near future, of which there are none. The motion to recommend approval of the amendment as proposed passed 9 -0. e Following Council's decision in mid- February to undertake a comprehensive update of the Urban Forestry regulations, staff has been refining the work scope of that effort. It has recently become clear that the project may have a more significant effect on development and subdivision regulation than was anticipated when the Planning Commission heard this matter in early March. e Staff wants to update the Council prior to the hearing scheduled for April 13, 2010. OTHER ALTERNATIVES CONSIDERED None. CITY COUNCIL GOALS Council Goal 1 - Implement the Comprehensive Plan by amending the tree code. ATTACHMENT LIST Attachment 1: Proposed Code Amendments FISCAL NOTES There is no fiscal impact anticipated for this action. Attachment 1 DCA2010- 00001 /LAND USE APPROVAL EXTENSIONS CODE AMENDMENT Explanation of Formatting This text amendment employs the following formatting: [Bold /Underlined] — Text to be added [Stfiltethr-ough] — Text to be removed New Code Chapter (18.115): Chapter 18.115 LIST OF TERMS Sections: 18.115.010 List of Terms 18.115.010 List of Terms The following terms are defined in Chapter 18.120, Definitions, unless indicated otherwise. (list of defined terms — see Attachment 1) Amended Code Chapters (18.360, 18.420, & 18.430): Chapter 18.360 SITE DEVELOPMENT REVIEW 18.360.030 Approval Process A. New developments and major modifications. Site development review for a new development or major modification of an approved plan or existing development, as defined in Section 18.360.020.A, shall be processed by means of a Type II procedure, as governed by Section 18.390.040, using approval criteria contained in Section 18.360.090. B. Minor modifications_ Minor modifications of an approved plan or existing developments, as defined in Section 18.360.060, shall be processed as a Type I procedure, as governed by Section 18.390.030, using approval criteria contained in Section 18.360.060. C. Approval period. Site development review approval by the Director shall be effective for a period of 1-1/2 years from the date of approval. The site development review approval by the Director shall lapse if: 1. Substantial construction of the approved plan has not begun within a one - and - one -half years period; or 2. Construction on the site is a departure from the approved plan. D. Extension. 1. The Director shall, upon written request by the applicant and payment of the required fee, grant an extension of the approval period not to exceed onebyear; provided that: 4 a. No changes are made on the original site develop_nien "review plan as approved by the Director; 2 b. The applicant can show intent of initiating?construction.om.the site within the one -year extension period; and 3 e. There have been no changes to the applicable Comprehensive Planpolicies and ordinance provisions on which the approval,was based. e d 2. A s royal • eriods for .Site;^Develo s ment Reviewtla . sin ' between ul 1 2008 and December 31, 2011 shall be automatically extendethihrough December 31, 2012. No further extensions will be granted. ' E. Phased development: 1. The Director s approve a time schedule- for, developing ;a site in phases over a period of ; b time of one yearut in no case shall the'i tal` time period''for all phases be greater than three years without reapplying forkte developti ei?t review. ,) .�r 2. The lcriteria'ifor,approving;a' phased" sitee review proposal is that all of the following are - Satisfied: \v»" N a. The public facilitiesS are constructed in conjunction with or prior to each phase; b. The development and,occupancy of any phase is not dependent on the use of temporary public facilities. A temporary public facility is any facility not constructed to the applicabletCity,or disthet standard; c. The phased development shall not result in requiring the City or other property owners to construct public facilities that were required as part of the approved development proposal; and d. The Directors decision may be appealed as provided by Section 18.390.040.G. No notice need be given of the Director's decision. 3. The Director may waive or modify the approval period for projects within the Washington Square Regional Center in accordance with Section 18.630.020.C. (Ord. 09 -13) 18.420 LAND PARTITIONS 18.420.030 Approval Process A. Decision - making process. The Director shall approve, approve with conditions or deny an application partition, which shall be reviewed by means of a Type II procedure, as governed by Chapter 18.390, using approval criteria contained in Section B. Time limit on approval. The partition approval by theiDifettor shall b effective fora period of 1 -1/2 years from the date of approval. ` R C. Lapsing of approval. The partition or approval ! the Director shallllapse if: 1. The partition has not been recorded or has been improperly orded with Washington County without the satisfactory completion fall conditions attached toithe approval; 2. The final recording is a depainite from the approved;plan. D. Extension. \ 1 1. The Director shall on_ written request st by the applicant ani payment of the required fee, grant an extenson'of the appr penod =not vexceeaoneyear provided that: y'. L a. No changes irerinade on tfie original planas approved by the Director; 2, b: 01!e apph ant can show intent of recordingsthe approved partition or lot line adjustment ,within the one - .year extension penod, acid; .. c. rThexe have beeii,no changes . in the applicable Comprehensive Plan policies and ordinance provision which jibe approval was based. 2. Approval periods for La Partitions lapsing between July 1, 2008 and December 31, 2011 shall be vautomatically extended through December 31, 2012. No further extensions will be granted. 18.430 SUBDIVISIONS 18.430.030 Approval Process A. Review of preliminary plat: Review of a preliminary plat for subdivision shall be processed by Means of a Type II procedure, is,governed by Chapter 18.390, using approval criteria contained in Section 18.430.040. An application for subdivision may also be reviewed concurrently with an application for a planned development, as governed by Chapter 18.350. B. Review of final plat. Review of a final plat for subdivision shall be processedby- ?means ofaType I procedure, as governed by Chapter 18.390, using •approval criteria contained in ,Section 18.430.070. C. Approval period. Preliminary plat approval by the Approval Authority shall be effective for a period of 1-1/2 years from the date of approval. The preliminary plat shall lapse if: 1. A final plat has not been submitted within a 1-1/2 year period; or 2. The final plat does not conform to the preliminary pj t as approved or approved with conditions. F� 0 J C. Extension. \,;,72 \a�R 1. The Director shall, upon written request by the applicant and payment of the required fee, 1 * grant one extension of the approval period not to exceed one year; provided that: a. No changes are made on the original preliminary plat-plan as approved;' ?. 2- b. The applicant has expressed ; - iten of submitting a final plat within the one -year extension period; b 3, c. There have, been, :r'io` t°5 the appifrable provisions on which the approval was based; and \77.. ' 4. d. An extension.offtilne •will,aot precludeyth developme of abutting properties. 2. Approva14periods for' .Subdivision "s: »between July 1, 2008 and December 31, 2011' shall be\ automatically extended `through. December 31, 2012. No farther extensions will be;granted.. E. Phased development. 1. The Appr vk -);may approve a time schedule for developing a subdivision in phases, but in uo •case shalFthe actual construction time period for any phase be greater than two years withoufkreagphang fora preliminary plat; 2. The criteria -for approving a phased site development review proposal are: a. The public facilities shall be scheduled to be constructed in conjunction with or prior to each phase to ensure provision of public facilities prior to building occupancy; b. The development and occupancy of any phase shall not be dependent on the use of temporary public facilities: (1) For purposes. of this subsection, a temporary public facility is an interim facility not constructed to the applicable City or district standard; and (2) The phased development shall not result in requiring the City or other property owners to construct public facilities that were required as a part of the approval of the preliminary plat. 3. The application for phased development approval shall be reviewed concurrently with the preliminary plat application and the decision may be appealed in the same manner as the preliminary plat. (Ord. 09 -13) N :r ,r,•'' *k / �.1 g IN : I . TIGARD City Council City of Tigard, Oregon Affidavit of Posting In the Matter of the Notification of the March 30, 2010 CCDA Meeting STATE OF OREGON) County of Washington) ss. City of Tigard ,) f 1, "`��� -- ,,,� . t / -e 4 , being first duly sworn (or affirmed), by oath (or affirmation), depose and say: That I posted in D. Tigard City Hall, 13125 SW Hall Boulevard, Tigard, Oregon ➢ Tigard Public Library, 13500 SW Hall Boulevard, Tigard, Oregon ➢ Tigard Permit Center, 13125 SW Hall Boulevard, Tigard, Oregon A copy of said Notification of the CCDA Meeting on March 30, 2010. A copy of said Notice being hereto attached and by reference made a part hereof, on the V day of 44 4..4tc A , 2010. C--"=----- 1 _./`--Y_A2 Signature of Person who Performed Noti cation Subscribed and sworn (or affirmed) before me this v'b day of f Card, , 2010. - 7 ' A ,I.P1 4# Signature of Notary Public for ' 4 egon ..1 -•,, OFFICIAL SEAL BRANDEN T TAGGART . k - ,�, NOTARY PUBLIC - OREGON % COMMISSION NO.430165 MY COMMISSION 12(PIRES JUNE 25, 2012 Y ,y�. K " �, S4 N6 �.� a L' • =E tIER w /. 20 -ti 5 to van @ r AC£N ,o "., , {a0 „' Pc r 6 f �l r b , • -li fvf• 24%4Teto::c., tic's 't Ittrint** NOTICE The City Center Development Agency (CCDA) will have before it on the March.30, 2010 City ,City'Center Development Agency Meeting Agenda the following- item? for consideration: 3. — JOINT MEETING WITH C CDA BUDGET'COMMITTEE FOR UPDATE ON AGENCY'S YEAR -TO -DATE FINANCIAL PICTURE Please forward to: Brad Schmidt, The Oregonian ( bradschmidt @a,news.oregonian.com) Listings, The Oregonian (Listings©news.oregonian.coin) Editor, The Regal Courier (Editor (�theregalcouner.com) Geoff Pursinger, Tigard Tnnes( gpursinger @n,connnewspapers:com) Newsroom, The Times (Fax No. 503 -546 -0724) The CCDA was reactivated by Resolution 05 -32 on May 10, 2005, and will meet occasionally to address issues related to urban renewal. The CCDA, functioning as the city's urban renewal agency, will work on an urban • renewal plan designed to facilitate the development and redevelopuient'of downtown Tigard and possibly other areas within the city. For further information, please contact City Recorder Cathy Wheatley by calling 503 - 6394171, ext. 2410. / �. City Re Date: Post Tigard City Hall Tigard Permit Center Tigard Public Library r •,,,, • a_ 11 i T I GARD City of Tigard, Oregon Affidavit of Notification In the Matter of the Notification of the March 30, 2010 CCDA Meeting STATE OF OREGON) County of Washington) ss. City , ..of Tigard " ) I, � � y fi / HE'q 7-Lev , being first duly sworn (or affirmed), by oath (or affirmation), depose and say: That I notified the following organization by fax : ❑ Newsroom, Tigard Times and the following people /organizations by e -mail: ❑ Brad Schmidt, The Oregonian ( bradschmidt @news.oregonian.com) O Listings, The Oregonian (Listings @news.oregonian.com) ❑ Editor, The Regal Courier (Editor @theregalcourier.com) ❑ Geoff Pursinger, Tigard Times(gpursinger @commnewspapers.com) r4 A copy of said Notice being hereto attached and by reference made a part hereof, on the �`� • day of 7' fl/t ) L r , 2010. rGG j ignature o�Person w o Perf• ed Notification ! Subscribed and sworn (or affirmed) before me this day of 4 4 , 2010. ....- — - ---,--(44-61-e'A- 4 0.1 - e; OAlt01. A ItRA Signature of Notary Public for Ore n _ %:::•‘ 1. �p Vey• . PIRO F 23, 2014 TIGARD CITY CENTER DEVELOPMENT AGENCY ' 01 r MEETING MARCH 30, 2010 6:30 pm TIGARD TIGARD CITY HALL 13125 SW HALL BLVD. TIGARD OR 97223 NOTICE The City Center Development Agency (CCDA) will have before it on the March 30, 2010 City Council and City Center Development Agency Meeting Agenda the following item for consideration: 3. — JOINT MEETING WITH CCDA BUDGET COMMITTEE FOR UPDATE ON AGENCY'S YEAR -TO -DATE FINANCIAL PICTURE Please forward to: Brad Schmidt, The Oregonian ( bradschmidt (a,news.oregonian.com) Listings, The Oregonian (Listingsa,news.oregonian.com) Editor, The Regal Courier (Editora,theregalcourier.com) Geoff Pursinger, Tigard Times( gpursinger@commnewspapers.com) Newsroom, The Times (Fax No. 503 -546 -0724) The CCDA was reactivated by Resolution 05 -32 on May 10, 2005, and will meet occasionally to address issues related to urban renewal. The CCDA, functioning as the city's urban renewal agency, will work on an urban renewal plan designed to facilitate the development and redevelopment of downtown Tigard and possibly other areas within the city. For further information, please contact City Recorder Cathy Wheatley by calling 503 - 6394171, ext. 2410. C a 7 t4- 1 a i4D1, City Recorder Date: - c 3 /0 Post Tigard City Hall Tigard Permit Center Tigard Public Library *»t Transmit Confirmation Report ** P.1 Mar 23 2010'09:18am D.S. S Name /Fax No. Mode Start Time Page Result Note 5035460724 Normal 23,09:17am 0'37" 1 *00 K �y w Hr n q U F r 9 r J IN 0 lm TIGARD y "�vlca'9 c t_„iii f , 2a y c n a c,'r, :i i er ., NOTICE The City Center Development Agency (CCDA) will have before it on the March 30, 2010 City Council and City Centex Development Agency Meeting Agenda the following item for consideration: 3. — JOINT MEETING WITH CODA BUDGET COMMITTEE FOR UPDATE 014 AGENCY'S YEAR- TO-DAT 3 FINANCIAL PICTURE'. Please forward to: Brad Schmidt, The Oregonian t 4 h '0a m) listings, The Oregonian 1iting6t@ `eW nxmo* —cowl Editor, The Regal Courier (F.,clituradeteggla udcr Geoff Pmsinger, Tigard Tmsnslen Win#& 1 ommtcwspanets ml Newsroom, The Times (Fax No. 503 - 546 -0724) The CCDA was reactivated by Resohttion 05-32 ott May 10, 2005, and will meet occasionally to address issues related to urban renewal The CCDA, functioning as the city's urban renewal agency, will work on an urban renewal plan designed to facilitate the development and redevelolrrau of downtown Tigard and possibly other arras within the city. For further information, please contact City Recorder Cathy Whndcy by calling 503 - 639 -4171, ext. 2410. Ltp fee City Recorder Darr • D Post Tigard City Hall Tigard Permit Center Tigard Public Library