City Council Minutes - 01/15/2013 Agenda Item No. 3 A q
Meeting of F-e� ug"C'!� a to ,-5)13
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City o f Tigard
TIGARCity Council Workshop Meeting -January 15, 2013
TIGARD CITY COUNCIL
MEETING DATE/TIME: January 15,2013—6:30 p.m.
MEETING LOCATION: City of Tigard-Town Hall, 13125 SW Hall Blvd.,Tigard, OR 97223
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1. WORKSHOP MEETING
A. At 6:33 p.m. Mayor Cook called the Tigard City Council meeting to order.
B. Deputy City Recorder Krager called the roll.
Present Absent
Mayor Cook ✓
Councilor Buehner ✓
Council President Henderson ✓
Councilor Snider ✓
Councilor Woodard ✓
C. Pledge of Allegiance
D. Council Communications &Liaison Reports
10 Park and Recreation Advisory Board (DRAB) liaison Councilor Woodard
reported that 15 teenage volunteers removed invasive species such as ivy
and jasmine from East Bull Mountain Park recently. He commented that it is
great to have the students involved. He said the Rotary Club is interested in
donating fitness equipment for use in Tigard parks. PRAB members will be
attending a council meeting in February to discuss equipment placement. He
said the PRAB is currently working on annual goals and is looking forward to
viewing the council's goals. He said they are working on the final land
acquisitions from the parks bond.
Councilor Buehner mentioned she will give a liaison report at the next council
meeting.
Council President Henderson reported to the audience that council held their
goal setting session on January 10,2013. City Manager Wine said revised
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groundrules, 2013 council goals and council liaison assignments will be
finalized and considered for approval by council at a future meeting.
E. Call to Council and Staff for Non-Agenda Items: City Manager Wine said she
would follow up at the end of the meeting on several administrative items from
the goal setting session.
2. EXECUTIVE SESSION: At 6:38 p.m. Mayor Cook announced that the council would
be entering into an Executive Session to consider pending litigation or litigation likely to
be filed,under ORS 192.660 (2) (h). The executive session ended at 7:05 p.m.
3. ANNUAL CITY COUNCIL TOUR OF POLICE DEPARTMENT TEMPORARY
HOLDING FACILITY
At 7:08 p.m. Police Chief Orr and Captain de Sully gave council a tour of the police
department temporary holding facility. This tour is a requirement for the city to comply
with Oregon State Department of Corrections procedures. Council returned to Town
Hall at 7:30 p.m.
4. QUARTERLY JOINT MEETING WITH THE BUDGET COMMITTEE
HMayor Cook welcomed the citizen members of the Budget Committee. Citizen
members attending were Don Fisher,Melody Graeber, Cameron James, Clifford Rone
and alternate Melonie Boekee. Senior Management Analyst Collins distributed
information to all members and a copy of this material has been added to the packet for
this meeting.
Recap of Last Fiscal Year Audit
Finance and Information Services Director LaFrance gave a brief recap of last fiscal
year's audit. The audit was completed by Thanksgiving and published on the city's
website the following Tuesday. There were no negative findings regarding controls.
The city had one budget law violation- adequate public notice did not appear in a
newspaper for one supplemental budget hearing. He said new internal procedures have
been implemented to prevent this occurrence in the future. He said the audit is
available on the city's website.
Councilor Buehner asked if there would be a presentation to council from the auditors
this year. Finance and Information Services Director LaFrance replied that he would
defer that question to the new Audit Committee.
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Presentation of FY 2913 Second-quarter Financial Report
Finance and Information Services Director LaFrance presented the second-quarter
financial report and noted that while the numbers are not audited, they show the
current financial standing at the close of the previous month. Releasing quarterly
reports meets the goal of transparency and a benefit is that it gives staff a high-level
look at the financials and an examination for things that appear out of order. He said
the quarterly financial reports are always prefaced with a memo explaining how to read
them. He said any questions or items of interest can be discussed during the
presentation, or council can contact him any time and the answers to the questions will
be shared with the other budget committee members. In-depth items from the previous
quarter that require a follow-up response can also be addressed in the next quarterly
financial report.
In response to a question from Councilor Buehner regarding timeliness of the city's gas
tax receipts from the Department of Revenue, Finance and Information Services
Director LaFrance said the state is currently running two months behind.
Finance and Information Services Director LaFrance discussed the city's departments
and other expenditure accounts such as Debt Service and the Capital Improvement
Plan (CIP).
02 Finance and Information Services Director LaFrance pointed out that the budget
numbers reflect one supplemental budget. At the January 22, 2013, council meeting
there will be a public hearing to consider a second supplemental budget. He said
sustainability is a main assumption in the General Fund so the forecast assumes a
spending rate of only 95 percent. Departments have to manage not only their
budgets but limit their spending to that goal of ninety-five percent.
Finance and Information Services Director LaFrance said operating expenditures in all
funds are currently at 47 percent. Revenues are at 66 percent,which is to be expected
due to the bulk of property taxes coming in November. Spending in some capital funds
is over 50 percent such as Parks System Development Charges (SDCs). Street
Maintenance spending is also over 50 percent because paving occurs during the first
two months of the fiscal year.
Finance and Information Services Director LaFrance said sewer revenue is below
budget but this is not due to problems with collections. It was determined that it was
budgeted too high. Councilor Snider asked for an explanation and Mr. LaFrance said
that due to bad modeling, the city's sewer budget was high in 2012 and a correction
made in 2013 was more accurate but it needs adjustment.
Finance and Information Services Director LaFrance said expenditures for the Water
CIP Fund are lower due to the tuning of invoices from Lake Oswego. Tigard has
not received the second quarter invoice. Councilor Buehner inquired whether, since the
invoices from Lake Oswego lag behind, the city should make that adjustment as it goes
through the fiscal year 2014 budgeting process so we won't be expecting the revenue.
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Mr. LaFrance said this would not work from a budgetary standpoint,because it is still
earned during the fiscal year and needs to be recognized in the year received.
Mayor Cook said the expenditure side of the second-quarter report is easy to
understand. He said, "But on the revenue side, other than property taxes,it is hard to
know if we are on target. Are we six percent high or low?" He suggested it would be
helpful to council if they saw a budget by the month or quarter that lists when various
revenues are expected. He said just looking at the percentage is not helpful. Finance and
Information Services Director LaFrance said a quarterly report discussion is a good time to
discuss the timing of revenues. But he said if the Budget Committee wants more frequent
cash-flow information, staff can provide it. Councilor Buchner noted for new council
members that one of the revenues the city receives is the PGE franchise, and it does not
come until March.
After a discussion with Councilor Buchner regarding the Insurance Fund,Finance and
Information Services Director LaFrance said putting total percentages on the requirements
and resources may be misleading. He said staff we may look at removing this from future
reports.
General Fund Financial Forecast and Budget Instructions for Fiscal Year 2014
Finance and Information Services Director LaFrance discussed the General Fund forecast
and described the meaning of the lines on the graph. He noted that on the General Fund
forecast, the orange line indicates the minimum amount of fund balance needed at the end
of the year in order to have enough cash to begin the next year. Mayor Cook confirmed
that it indicates a minimum cash requirement but no percentage of reserves. Mr. LaFrance
said if a reserve is desired,then that needs to be discussed. He said that in general, these are
preliminary forecasts. Initial decisions of the Budget Committee and council are not
presumed. He said it starts with what is happening today and takes known data and
assumptions and forecasts forward. It does not assume additional staff or unknown
increases in fees. He said the budget for 2013 is supposed to be sustainable for three years.
These forecasts have been updated with business enterprise and CIP assumptions. The
updated forecast shows that the goal will continue for the next three to five years.
IMFinance and Information Services Director LaFrance said fiscal year 2014 budget
instructions given to city departments require level budgets. Department directors were
told to take existing positions and apply them to the work that must be done. Dollar
amounts for services and equipment must remain the same as the current year. Additional
needs must come with additional revenue identified. Departments submitted their budget
requests on January 14,2013.
Executive staff will be reviewing budget requests and working with City Manager Wine to
develop a proposal for the Budget Committee meeting on April 15. Finance and
Information Services Director LaFrance said training for new members will cover such
topics as how to read a budget document and their role as a budget committee member.
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Assistant City Manager Newton said the city's budget document comes with more words
than numbers to tell what our city does and describes what the funds are for.
,I Councilor Snider welcomed the new Budget Committee members and asked to hear
their concerns for the upcoming budget year. He noted that he is a former member of the
Budget Committee and chaired it for a number of years.
Budget Committee Member Fisher said he had no specific agenda and thinks that the city
of Tigard is doing a great job in providing services. He said he is primarily interested in
helping the city maintain as many services as possible.
Alternate Member Boekee said Tigard is at a crossroads and she wants to help shape the
city.
Member Rone said he joined the committee in order to understand what goes on at this
level in city government. He said the moves made to balance the fiscal year 2013 budget set
the city in good stead to move forward for the next few years. He suggested there should
be a way to return some of the franchise fee to citizens in the future when the economy is
in better shape. He said he didn't want to increase franchise fees last year but felt there
were few options. He said the budget was handled well last year.
Member James said he hoped for a less contentious year than last,noting that,"It was
rough,but we made the hard decisions."
Member Graeber said she has no concerns and is impressed with how the city is governed.
Councilor Buehner said she is a member of the League of Oregon Cities State Tax
Committee. She said, "I am concerned about fiscal issues due to Measures 50 and 47,
especially for counties; some of which are going under." She said counties are required to
provide three things - elections,jails,and assessor services. The state has had to pick up
these services for some counties. She is very concerned that the cities will not receive their
state shared revenues. She requested that all Budget Committee members be provided with
this LOC committee's report so they can be aware of the loss of this revenue stream. City
Manager Wine said training on these issues can also be arranged through the LOC.
Council President Henderson raised a point of order. He asked if it was time to choose a
Budget Conunittee chair. Finance and Information Services Director LaFrance said a chair
will be elected at their first meeting which is according to state law. He said their first
meeting is scheduled for April 15,2013. He said he typically works with the sitting chair
prior to that meeting. As they have lost their sitting chair he said the Budget Committee
could make a recommendation for a point of contact until such time as a chair can be
elected. Budget Committee Member Graeber offered to fill this interim spot. A question
arose about whether or not the chair had to be a citizen member and Mr. LaFrance said he
will look into this.
Councilor Woodard reflected back on the 2013 budget challenges. He said, "Things look
good now but then they did at this time last year too. Things can sneak up on us." He
challenged each Budget Committee member to think ahead and come up with opportunities
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to fill shortfalls. There may not be a lot of time for discussion of options so it would be
helpful if there are options and ideas ready to come to the table if that is necessary. He
thanked them for their willingness to work on this committee.
5. RECEIVE BRIEFING ON THE DEVELOPMENT OF THE CAPITAL
IMPROVEMENT PLAN (CIP)AND THE PROCESS TO PRIORITIZE CIP
PROJECTS
ElCity Engineer Stone introduced this item. He distributed a handout called,
Internalized Capital Improvement Program Ranking Process Flowchart."He said he was
interested in hearing input about the prioritization process. He led council through the
process from the project suggestion phase through approval by the Council/Budget
Committee. He noted that Councilor Buehner suggested that the Planning Commission
be involved in the staff ranking step,which he agreed was a good idea. He asked council if
they had any suggestions.
Councilor Woodard said he would like to see an updated list as projects are considered.
He said it would be helpful to have a monthly or bimonthly status update listed by priority.
City Manager Wine noted that staff presents a CIP quarterly update to council and did this
for three out of the four quarters last year. She said sometimes there may be an update on
a single,major project. She asked City Engineer Stone about a scenario where a company
comes to Tigard and their improvements create an opportunity to fund projects on our
CIP list. City Engineer Stone said there are projects that the City of Tigard cannot afford.
He said he would like to have a list of such projects that is ready to go if regional funding
became available. In response to City Manager Wine's question, he said he wanted to see
a list that can be used through a process where,if three priority projects are taken off the
list because they were funded by private development, three more projects can move up.
ElMayor Cook asked who completes the matrix for project grading. City Engineer
Stone said staff completes it internally and gives it to the CCAC or maybe the TTAC, for
example. They complete their own rankings and then staff does a comparison of the
rankings. He said for the most part, the priorities are the same and their top five projects
are consistent.
Councilor Buehner described a former process where the proposed CIP list would go
before the Planning Commission in February and then again in April for a public hearing
just prior to Budget Committee meetings. This gave the general public an opportunity to
comment on the prospective list. She said this public comment venue no longer exists and
she recommends reinstituting this process
Councilor Buehner asked how she can be assured that projects don't just drop off the list.
She referred to a Walnut Street project that had been at the top of the list and after two
phases were completed, engineering and right of way purchases,it seemed to disappear.
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City Engineer Stone suggested projects may be moved ofthe list because priorities
change. He said the city may have moved it because the city could not afford to build the
project and wanted to wait until there was enough funding available to complete it. He
said, "That is a decision council could make. We can have a list of prioritized projects and
if we can't afford number one, then well save our money and not do anything else until we
have it."Another option is to get the design completed on a project and shelve it until the
money is available for construction. City Manager Wine said it is incumbent upon staff to
communicate well about where we are with projects and make sure council has a clear
understanding about the status of the projects. When opportunities arise or something
changes that we have a system in place to maintain continuity. She said finding an
opportunity for council to set priorities and clearly communicate that to staff would be
helpful direction.
Council President Henderson said he agreed with City Manager Wine and strategy is more
important than running through a list because some projects need to be built before others
to make sure we are getting the best value for the dollar. He referred to the cost evaluation
timeline and said he didn't remember that council has done that very frequently. He asked
why anything over$100,000 isn't coming to council first.
Councilor Woodard agreed with putting the Planning Commission's consideration into the
mix. He advised everyone to think of opportunities to work together and use strategy to
set wise priorities.
Councilor Buehner said the strategy discussion as part of the presentation at the Planning
Commission. City Manager Wine reiterated that, "we are not recommending any changes
to the CIP process because we are in the current cycle,but these suggestions will lead to
staff coming back with recommendations on ways to get other input and make this
process as transparent as possible."
• Mayor Cook announced a change in the agenda order. He said it zeas fiscally responsible to hold
The executive session next as the attorney zeas present. He said council would consider the
remaining agenda items after the executive session.
9. EXECUTIVE SESSION: At 8:51 p.m.Mayor Cook said the Tigard City Council was
entering into an Executive Session to cconsider information or records that are exempt
by law from public inspection under ORS 192.660(2) (f). An Executive Session called under
ORS 192.660(2) (e) to conduct real property negotiations was rescheduled to the next council meeting,
January 22, 2013.
The Executive Session ended at 9:39 p.m. Council returned to regular session while in
the Red Rock Creek Conference Room.
I
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6. REVIEW PROPOSED CITY COUNCIL 2013-14 BUDGET
This item was discussed out of order, at the end of the meeting.
Assistant City Manager Newton led a discussion on the city council's proposed budget
which was submitted to them in their newsletter of January 10, 2013. She said the city is
taking a level budget approach,however there is an increase of$400 per iPad that is not
included. If the remainingcouncilors upgrade electronically,there will be $1,200-$3,000
Pg
added to the data package amount. This amount will be offset by reductions in other
line items.
Assistant City Manager Newton said legal costs were hard to budget for because they vary
greatly from year to year. She said 2012-13 was a huge year in terms of legal expenses,
largely due to the light rail initiative. She noted that election years always require more
legal fees. She said expenditures in this budget category will be closely monitored.
Council agreed with recommended reductions in the Dues & Subscriptions and
Recognition expenses.
Assistant City Manager Newton distributed a spreadsheet showing FY 12-13 budgeted
and spent Council Travel and Training amounts. Discussion was held on sharing
budgeted training and travel money if an individual councilor does not use their allotted
portion. Council President Henderson commented that he did not realize that former
Councilor Wilson's unused budget for training and travel was available for others to use.
Assistant City Manager Newton suggested council discuss their preference on this.
Councilors Snider and Woodard recommended allowing flexibility within the Training&
Travel budget. Mayor Cook said council will discuss this and also instructed staff not to
increase travel money in FY 2014.
Assistant City Manager Newton said the council stipend will be reviewed and a
recommendation developed by the Budget Committee.
. DISCUSSION ON FEDERAL TEG 1SL0�TION
This item was rescheduled tot e
Feb. 5, 2013, council meeting
8. NON AGENDA ITEMS: City Manager Wine led a calendar discussion on some
housekeeping and calendar items.
• Council gave feedback on the council email box and how they wish to receive
council materials. The City Manager,Assistant City Manager and Confidential
Executive Assistant will continue to be copied on all council emails.
• January 29, 2013, 6-8 pm,Red Rock Creek Conference Room—Follow-up to
goal setting Meeting—Councilor Snider requested that this meeting begin at 6:30
p.m. rather than 6:00 p.m. The time change will be made per his request.
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i
t
• City Day at the Capitol—No council members plan to attend.
• National Guard Cities of Honor—Council wants to participate,but not until the
next quarter. Assistant City Manager Newton will follow up on this.
• March 21,2013, 9 am-4 p.m. in the Public Works Auditorium—LOC Land Use
Training- Council was asked to confirm with City Recorder Wheatley if they wish
to attend.
10. ADJOURNMENT
At 10:21 p.m. Councilor Snider made a motion to adjourn,which was seconded by
Councilor Buehner. The motion passed unanimously.
Yes No
Mayor Cook ✓
Councilor Buehner ✓
Council President Henderson ✓
Councilor Snider ✓
Councilor Woodard ✓
Carol A. Krager,Deputy City Recorder
Attest:
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Q -�;k 13
Date
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