CAFR Report FY 2014-201513125 SW Hall Boulevard | Tigard, OR 97223 | www.tigard-or.gov
FISCAL YEAR ENDED JUNE 30, 2015
Comprehensive Annual
Financial Report
City of T i gar d, Oregon
About the Cover
The cover photo was taken at City of Tigard’s Sorg Rhododendron Garden, located in
Summerlake Park. In 2000, the city purchased the property on Main Street from the
Sorg family. The property provided a link from the Fanno Creek Trail to Main Street.
The city agreed to transplant rhododendrons and azaleas from other Sorg properties to
Summerlake Park and provide a monument honoring Otto Sorg.
City of Tigard, Oregon
Comprehensive Annual
Financial Report
For the fiscal year ended, June 30, 2015
Prepared by:
City of Tigard – Finance and Information Services Department
City of Tigard, Oregon
Table of Contents
Introductory Section
Letter of Transmittal ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 1
Certificate of Achievement for Excellence in Financial Reporting ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 9
Organization Chart ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 10
Principal Officials ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 11
Financial Section
Independent Auditor’s Report ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 12
Management’s Discussion and Analysis ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 15
Basic Financial Statements:
Government‐Wide Financial Statements
Statement of Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 30
Statement of Activities ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 31
Fund Financial Statements
Major Governmental Funds:
Balance Sheet ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 33
Reconciliation of the Balance Sheet to the Statement of
Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 34
Statement of Revenues, Expenditures, and Changes in Fund Balance ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 35
Reconciliation of the Statement of Revenues, Expenditures, and
Changes in Fund Balance to the Statement of Activities ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 36
Proprietary Funds:
Statement of Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 37
Statement of Revenues, Expenses, and Changes in Fund Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 38
Statement of Cash Flows ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 39
Pension Trust Fund:
Statement of Plan Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 40
Statement of Changes in Plan Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 41
Notes to Basic Financial Statements ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 42
Required Supplementary Information:
Schedules of Revenues and Expenditures – Budget and Actual:
General Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 77
Gas Tax Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 78
Notes to Required Supplemental Information:
Budget to GAAP Reconciliation ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 79
Schedule of the Proportionate Share of the Net Pension Liability ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 80
Schedule of Contributions ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 81
Other Supplementary Information:
Nonmajor Governmental Funds Combining Statements:
Combining Balance Sheet ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 82
Combining Statement of Revenues, Expenditures, and Changes in Fund Balances ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 83
Special Revenue Funds:
Combining Balance Sheet – Nonmajor Special Revenue Funds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 84
Combining Statement of Revenues, Expenditures, and Changes in Fund Balance ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 85
Schedules of Revenues and Expenditures – Budget and Actual:
City Gas Tax Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 86
Electrical Inspection Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 87
i
City of Tigard, Oregon
Table of Contents, continued
Financial Section, Continued
Other Supplementary Information, Continued:
Building Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 88
Criminal Forfeiture Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 89
Urban Forestry Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 90
Library Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 91
Debt Service Funds:
Combining Balance Sheet – Nonmajor Debt Service Funds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 92
Combining Statement of Revenues, Expenditures, and Changes in Fund Balance ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 93
Schedules of Revenues and Expenditures – Budget and Actual:
Bancroft Bond Debt Service Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 94
General Obligation Debt Service Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 95
Urban Renewal Agency Debt Service Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 96
Capital Projects Funds:
Combining Balance Sheet – Nonmajor Capital Projects Funds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 97
Combining Statement of Revenues, Expenditures and
Changes in Fund Balance – Nonmajor Capital Projects Funds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 99
Schedule of Revenues and Expenditures – Budget and Actual:
Facility Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 101
Transportation Development Tax Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 102
Traffic Impact Fee Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 103
Underground Utility Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 104
Street Maintenance Fee Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 105
Parks Capital Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 106
Parks Bond Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 107
Parks SDC Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 108
Transportation CIP Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 109
Urban Renewal Agency Capital Projects Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 110
Proprietary Funds:
Enterprise Funds:
Schedules of Revenues and Expenditures – Budget and Actual:
Sanitary Sewer Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 111
Reconciliation of Budgetary Revenues and Expenditures to Proprietary
Revenues and Expenses – Sanitary Sewer Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 112
Stormwater Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 113
Water Quality and Quantity Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 114
Reconciliation of Budgetary Revenues and Expenditures to Proprietary
Revenues and Expenses – Stormwater Funds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 115
Water Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 116
Water SDC Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 117
Water CIP Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 118
Water Debt Service Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 119
Reconciliation of Budgetary Revenues and Expenditures to Proprietary
Revenues and Expenses – Water Funds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 120
Reconciliation of Budgetary Fund Balance to Generally Accepted
Accounting Principles Basis Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 121
Internal Service Funds:
Combining Statement of Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 122
Combining Statement of Revenues, Expenses, and Changes in Fund Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 123
Combining Statement of Cash Flows ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 124
Schedules of Revenues and Expenditures – Budget and Actual:
Central Service Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 125
ii
City of Tigard, Oregon
Table of Contents, continued
Financial Section, Continued
Other Supplementary Information, Continued:
Internal Service Funds, Continued:
Fleet/Property Management Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 126
Insurance Fund ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 127
Other Schedules:
Schedule of Property Tax Transactions and Outstanding Balances ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 128
Schedule of Bond and Bond Interest Transactions ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 129
Schedule of Future Debt Service Requirements of:
Local Improvement District Bonds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 130
General Obligation Bonds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 131
Bank Loan Payable ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 132
Water Revenue Bonds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 133
Safe Drinking Water Revolving Loan Funds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 134
Statistical Section
Net Position by Component ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 135
Changes in Net Position ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 137
Fund Balances of Governmental Funds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 141
Changes in Fund Balances of Governmental Funds ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 143
Governmental and Business‐Type Revenues ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 145
Governmental and Business‐Type Expenses by Function ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 147
General Governmental Revenues by Sources ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 149
General Governmental Expenditures by Function ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 151
Market Value and Assessed Value of Taxable Property ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 152
Property Tax Rates – Direct and Overlapping Governments ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 153
Principal Property Taxpayers ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 155
Property Tax Levies and Collections ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 156
Special Assessment Collections ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 157
Ratio of Annual Debt Service Expenditures for Long‐Term Debt to
Total Governmental Expenditures ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 158
Ratio of Net General Bonded Debt to Assessed Value and
Net Bonded Debt per Capita ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 159
Computation of Direct and Overlapping Debt ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 160
Computation of Legal Debt Margin ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 161
Ratio of Debt by Type ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 163
Computation of Water Revenue Bonds Debt Coverage ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 165
Demographics Statistics ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 166
Principal Employers ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 167
Property Value and Construction ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 168
Full‐time Equivalent City Government Employees by Function ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 169
Operating Indicators by Function/Program ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 170
Capital Assets Statistics by Function ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 172
Miscellaneous Statistical Data ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 173
Audit Comments and Disclosure Requirements
Independent Auditor’s Report Required by Oregon State Regulations ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 174
iii
Introductory Section
City of Tigard
February 23, 2016
Citizens of Tigard
Honorable Mayor
Members of the City Council
We are pleased to submit the Comprehensive Annual Financial Report of the City of Tigard, Oregon, for the
fiscal year ended June 30, 2015, together with the opinion thereon of our independent certified public
accountants, Talbot, Korvola & Warwick, LLP. This report is required by Oregon Revised Statutes 297.425
and is prepared by the Department of Finance and Information Services.
This report presents fairly the financial position of the various funds of the city at June 30, 2015, and the
results of operations of such funds and the cash flows of the proprietary fund types for the year then ended
in conformity with accounting principles generally accepted in the United States of America (GAAP). It is
prepared in conformance with the guidelines for financial reporting developed by the Government Finance
Officers Association of the United States and Canada and the principles established by the Governmental
Accounting Standards Board (GASB), including all effective GASB pronouncements. 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 Talbot, Korvola & Warwick, LLP, 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, 2015, 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 unmodified
opinion that the city's basic financial statements for the fiscal year ended June 30, 2015, 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.
1
GAAP require 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.
Profile of the City of Tigard, Oregon
The City of Tigard is located in southeast Washington County, 9 miles from
downtown Portland, Oregon. The city is included in the Metro urban
growth boundary and Tigard’s neighboring cities include Beaverton, Lake
Oswego, Tualatin, Durham, Portland, and King City. State highway 99W,
runs north and south through the eastern portion of the city as a major
commuter corridor to the City of Portland. Interstate 5 and Highway 217
connect Tigard’s residents and workforce to the regional economy of 2.5
million residents. Tigard’s major greenway called Fanno Creek connects
neighborhoods to the natural environment and several of the city's parks. The incorporated area of the city
represents 12.2 square miles and has a population just over 50,000 an increase of 4.9% from 2010.
The city can extend its corporate limits by annexation which is permitted by state statute. Since 2012, the
city has annexed over 500 acres of land west of the city that was largely farmland. Planning for
development in that area, known as River Terrace, began in earnest during fiscal year 2014. During fiscal
year 2015, the city council adopted the River Terrace Community Plan, a long‐range plan to guide public and
private investment and development to aid with transition from farmland to residential land over the next
several decades.
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
2
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 legally separate City Center Development Agency (CCDA) is also included in the city’s financial
statements as a component unit. CCDA is the city’s urban renewal and redevelopment agency with a
primary purpose to revitalize the downtown area.
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.
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.
Local Economy
The city's location in the Portland metropolitan area provides residents with many diverse employment
opportunities. The majority of Tigard’s residents in the workforce commute to a job somewhere else in the
region. Similarly, every day more than 37,000 residents from somewhere else in the region commute into
Tigard for work. Unemployment data from the Oregon Employment Department is reported specifically for
Tigard as well as Washington County and the Portland metropolitan area.
The chart below shows a seven‐year comparison of unemployment rates for the state and local areas as well
as the U.S. by fiscal year. The area’s unemployment rate has steadily declined over the past seven years.
Tigard’s most current unemployment rate at 4.5% as of June 2015, which is .9% lower than the Portland
Metro area and 1.0% lower than the State of Oregon and .5% lower than Washington County.
2009 2010 2011 2012 2013 2014 2015
State of Oregon 12.0% 10.5% 9.4% 8.5% 8.1% 6.8% 5.5%
United States 9.5% 9.6% 9.2% 8.2% 7.8% 6.1% 5.3%
Portland Metro 11.5% 9.7% 9.5% 8.0% 7.6% 6.1% 5.4%
Washington County 10.4% 9.0% 8.1% 8.2% 6.6% 5.6% 5.0%
City of Tigard 9.7% 8.4% 8.1% 8.2% 6.6% 5.4% 4.5%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
Un
e
m
p
l
o
y
m
e
n
t
Ra
t
e
s
Fiscal year
Unemployment trends
3
The City of Tigard has a balanced and diverse economy employing more than 40,000 people. Wholesale
trade, retail trade, and professional services all play a role in Tigard's economy. The local retail and
consumer services sector 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 that occupy over 1.3 million square feet.
2015 Summary of Economic Data
Number of businesses ..................................................................................... 2,852
Median household income ......................................................................... $62,576
General fund permanent tax rate ........................ $2.5131 per $1,000 of assessed value
Total assessed value (est. 2014/2015) ........................................... $5,608,046,171
2015 Top Ten Employers
Employer Product or service Employment
Tigard‐Tualatin School District Local school district 779
Nordstrom Retail department store 422
Capital One Financial services 413
Macy’s Retail department store 399
Oregon Public Employees Retirement Public retirement system 396
Costco Wholesale Box store 273
City of Tigard Local government 270
Fiskars Inc./Gerber Legendary Manufacturing 232
Comcast Cable Cable 228
ServiceMaster Janitorial 220
Long‐term Financial Planning
The city prepares a comprehensive long‐term financial forecast annually. 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 are known and as budgets are prepared for the following year. In addition, the
city also prepares a five‐year Capital Improvement Plan (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. The city’s adopted fiscal year 2015 – 2021 CIP can be found on line at
http://www.tigard‐or.gov/city_hall/cip.php
Financial Policies
The City of Tigard has established financial policies to account for public funds, manage municipal finances
wisely and plan adequate funding of services and facilities desired and needed by the public. The financial
policies are adopted annually by the city council in connection with the budget process. Consistent
application of these financial policies has helped ensure the city has appropriately recorded and accounted
4
for transactions in our financial statements. The adopted fiscal year 2015 budget document includes the
city’s financial policies noted in the appendix starting on page 407. The policies can be found on line at:
http://www.tigard‐or.gov/document_center/City_Budget/appendix.pdf
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.
To provide sound principles to guide important decisions of the council and management which
have significant fiscal impact.
To set forth operational principles, which minimize the cost and financial risk of 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 annually in connection with the budget process 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 2015‐2017, council established
goals for the city as follows:
1.Provide Recreation Opportunities for the People of Tigard
Objectives Estimated Timeline
Establish city recreation program in 2015‐16 adopted budget
Recreation clearinghouse and program guide
Grants & scholarships
Recreation coordinator – staff position
Programs and classes (beginning Year 2)
Outdoor events (Year 2)
Indoor events (Year 3)
Begin July 2015
(Year 1)
Explore feasibility of partnership opportunities, including THPRD, YMCA,
other city, or non‐profit opportunities; establish facility partnership if
feasible
December 2015
Consider a voter‐approved measure to fund recreation November 2016
5
2.Make Downtown Tigard a Place Where People Want to Be
Objectives Estimated Timeline
Support residential and mixed use development in walkable and
transit‐supported areas by completing the Ash Ave/Burnham
Redevelopment project
Increase walkable access to open space by advancing plans for new
downtown open space, including the Tigard Street Trail plaza, the
Fanno Creek Overlook, and a Main Street plaza, including
programming
Strengthen downtown’s identity by completing gateway
improvements and install art at both Main Street entrances
Support walkability by completing two Strolling Street projects
Secure brownfields cleanup grant (if eligible) to facilitate infill or
open space development enabling a more walkable and
interconnected downtown
Promote downtown as a place to shop, dine and recreate through
communications and support of TDA activities.
Throughout
2015‐2017
3.Adopt Tigard Triangle Strategic Plan and Enable Future Development Capacity
Objectives Estimated Timeline
Committee recommendation; Council consideration and adoption of
Tigard Triangle Strategic Plan Spring 2015
Begin project implementation of 1‐5 year actions
Regulatory changes
‐ Amend comprehensive plan, development code, Town
Center designation, Transportation, Parks and Trail Plans,
and parking requirements
Summer 2015
Consider Infrastructure Investment
‐ Red Rock Creek
‐ Stormwater management plan
‐ Parks, Plazas and Open Space
During 2016
Develop Incentives and Public Private Partnerships
‐ LID
‐ Urban Renewal District
‐ Vertical Housing
‐ Business or Economic Improvement District
‐ Grant Programs
‐ Business/District Association
During 2016
6
4.Enable Groundbreaking in River Terrace by Summer 2015
Objectives Estimated Timeline
Infrastructure Financing Project (RT and Citywide)
Council Briefing
SDC Notice and Methodology
Council Hearing – SDCs
February 2015
February 2015
April 2015
River Terrace Community Plan Implementation
Zoning Districts
Code Amendments
February 2015
February 2015
Permitting
Early assistance for land use applications (ongoing)
Land use applications
Building and site permits
Winter 2015
Winter 2016
Public Facilities
City of Tigard downstream stormwater conveyance analysis
Clean Water Services – pump station
City of Tigard 550‐Zone Water Improvements
Summer 2015
Winter 2016
Summer 2016
5.Expand Opportunities to Engage People in the Community
Objectives Estimated Timeline
Citywide Communications Plan (will include suggested engagement
improvements)
Spring 2015
Continue Council 1x10 meetings
Quarterly
throughout each
year
Community education; identify timing and content of measures for voter
approval
By end of 2015;
ballot in 2016
Organize community engagement through increased work with
Neighborhood Networks, in‐person and online forums
Aligning with the goal of making downtown Tigard a place where people want to be (goal #2 above), in
May 2006, the voters passed Tigard’s Urban Renewal ballot measure to establish a funding base to
implement the Tigard Downtown Improvement Plan. The formation of the City Center Development
Agency (CCDA, an 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 citizens are already seeing improvements. As
noted above, the City Council has added downtown redevelopment to their current goals. To further
that goal in fiscal year 2015 CCDA borrowed $1.3 million to purchase a key property in downtown
Tigard. In fiscal year 2016, CCDA sold three contiguous properties to a private developer for residential
development in the downtown area.
7
A major initiative that is nearing completion and meets multiple goals above is the City of Tigard and
City of Lake Oswego water partnership project to upgrade and expand existing water facilities to serve
customers in both communities. Tigard’s Water Division will begin testing the new connection with the
Clackamas River water source in fiscal year 2016.
More information about the city’s water system is on the city’s website at www.tigard‐or.gov/water.
Additional information on the partnership can be found at www.lotigardwater.org and the city’s
partnership web page at www.tigard‐or.gov/water_partnership.php . A twitter account @LOTWater
allows citizens to stay connected and informed on progress on the partnership.
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, 2014. This was the 30th 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 2015. This was the 27th 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 city has submitted its fiscal year
2016 budget document and believes that it meets the Distinguished Budget Presentation Award’s
requirements.
The preparation of this report was made possible by the dedicated service of the staff of the Financial
and Information Services department. 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.
Respectfully submitted,
Marty Wine Toby LaFrance
City Manager Director of Finance and
Information Services
8
9
City of Tigard, Oregon
Citywide Organizational Chart
10
City of Tigard, Oregon
Principal Officials as of June 30, 2015
Elected Officials
Name Term Expires
Mayor John Cook December 31, 2018
Councilor Jason Snider December 31, 2016
Councilor John Goodhouse December 31, 2018
Councilor Marland Henderson December 31, 2016
Councilor Marc Woodard December 31, 2018
Appointed Officials
Name Title
Marty Wine City Manager
Toby LaFrance Director of Finance and Information
Services
All may be reached at:
13125 SW Hall Boulevard
Tigard, OR 97223
Legal Counsel
Jordan Ramis PC
Two Centerpointe Drive, 6th Floor
Lake Oswego, OR 97035
11
This page intentionally left blank.
Financial Section
12
13
14
This page intentionally left blank.
City of Tigard, Oregon
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, 2015. 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 auditor’s 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
Assets and deferred outflows of resources of the city exceeded its liabilities and deferred inflows of
resources at the close at June 30, 2015 by $332,529,879 (net position). Of this amount, $3,376,949
is restricted for transportation construction, maintenance and utility undergrounding, $4,263,187 is
restricted for park development and improvements, $4,571,596 is restricted for water system
construction and improvements, $8,507,028 is restricted for debt service, $2,216,753 is restricted
for building development plan review and inspection, $474,648 is restricted for library capital
improvements, $216,275 is restricted for law enforcement equipment. $34,287,544 is unrestricted
net position may be used to meet the city’s ongoing obligations to citizens and creditors and
$274,615,899 is for net investment in capital assets.
The city’s total net position had a net increase of $15,849,650 or 5% from the June 30, 2014, net
position. Governmental activities had an increase of $5,375,765, or 2.5%, from current year
operations over a restatement of the June 30, 2014 balance of ($3,055,347) for the adoption of the
Governmental Accounting Standards Board (GASB) Statement No 68, Accounting and Financial
Reporting for Pensions. The business‐type activities net position increased by $10,473,885 or 9.8%.
The reasons for the increase are noted in the financial analysis section of the MD&A.
The city’s governmental funds reported combined ending fund balances of $28,066,770, a decrease
of ($1,045,834) or 3.6% from fiscal year 2014. Of the combined ending governmental fund balances,
$11,762,752 or approximately 42% is available for spending at the city’s discretion subject to council
approved policies and actions.
At the end of the fiscal year, unassigned fund balance for the General Fund was $12,115,436, up
$640,736 over the prior year.
The city’s total debt increased by $33,796,615 or 25% over fiscal year 2014. The primary reason for
the increase was the issuance of $35,259,380 in water revenues bonds in fiscal year 2015.
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.
15
City of Tigard, Oregon
Management’s Discussion and Analysis
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.
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 Position presents information on all of the city’s assets and deferred outflows of
resources and liabilities and deferred inflows of resources, with the difference reported as net position.
Over time, increases or decreases in net position 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 position changed during the
most recent fiscal year. All changes in net position 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.
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
Community development, current and long‐range planning
Policy and administration
The business‐type activities of the city include the following:
Sanitary sewer
Stormwater
Water
The government‐wide financial statements can be found on pages 30‐32 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.
16
City of Tigard, Oregon
Management’s Discussion and Analysis
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 two major funds: General Fund and Gas Tax Fund. Data from the other 19 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 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 33‐36 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, stormwater, 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 and property
maintenance, risk management, design and communication, 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 Stormwater Fund, (which consists of the budgetary Stormwater and the Water Quality/Quantity Funds),
and the Water Fund, (which includes the budgetary Water, Water SDC, Water CIP and Water Debt Service
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 111‐121 of this report. Budgetary comparisons for the internal service
funds are provided on pages 122‐127 of this report.
17
City of Tigard, Oregon
Management’s Discussion and Analysis
The proprietary fund financial statements can be found on pages 37‐39 in the basic financial statements.
Fiduciary Funds are used to account for 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 40‐41 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 42‐76 of this report.
Required Supplementary Information includes Schedule of Revenues and Expenditures – Budget and Actual
for the General Fund and the Gas Tax fund. The Budget to GAAP reconciliation for the General Fund is also
included. This section also presents the schedule of the city’s proportionate share of the net pension
liability (asset) and the schedule of contributions. Required supplementary information can be found
beginning on page 77 of this report.
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 82‐127 of this report.
Government‐wide Financial Analysis – Statement of Net Position
Net position: As noted earlier, net position may serve over time as a useful indicator of the city's financial
position. In the case of the city, assets and deferred outflows of resources exceeded liabilities and deferred
inflows of resources by $332,529,879 at June 30, 2015.
The largest portion of the city's net position, approximately 83%, reflects investment in capital assets (e.g.,
land, construction in progress, buildings, roads, sewers, stormwater facilities, etc.), net of accumulated
depreciation and any related debt used to acquire those assets that is still outstanding. The city uses these
capital assets to provide services to citizens; consequently, these assets are not 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.
The city’s restricted net position in the amount of $23,626,436 or approximately 7% represents resources
that are subject to external restrictions on how they may be used. By definition, the city cannot remove
these restrictions as they are imposed by parties outside of the city. The remaining balance is unrestricted
net position in the amount of $34,287,544 or approximately 10% of total net position. At the end of the
current year, the city is able to report positive balances in all categories of net position for governmental
and business‐type activities.
Total net position increased by $15,849,650 or 5% during the current fiscal year. Total assets for
governmental activities increased by $6,764,660 or approximately 3% primarily due to the increase in the
18
City of Tigard, Oregon
Management’s Discussion and Analysis
net pension asset of $1,677,869 for the implementation of GASB Statement No. 68, Accounting and
Financial Reporting for Pensions, and an increase in capital assets construction in progress of $2,780,839
related to an increase in transportation projects.
Governmental activities liabilities decreased by $1,751,346 or approximately 5%. The decrease is primarily
due to the implementation of GASB Statement No. 68 and the net pension liability included in the prior year
restatement and a long‐term bank loan increase of $1,300,000 in the current year. The loan is for
downtown revitalization projects and urban development. Deferred inflows of resources increased by
$3,237,608 directly related to the implementation of GASB statement No. 68.
Business‐type activities total assets increased by $47,405,960 or approximately 21% over the prior year.
One of the significant increases is the $65 million in construction in progress for the ongoing Tigard Water
Supply Partnership Project with Lake Oswego. The Lake Oswego‐Tigard Water Partnership was formed in
2009 to acquire a permanent source of raw water and treatment facilities for potable water as well as
making capital improvements for storage and transmission facilities. Additionally, cash and investments
decreased by $20,016,250 from fiscal year 2014 directly related to the spending on the Lake Oswego‐Tigard
Water Partnership.
Total long‐term debt for business‐type activities increased by $34,651,017 or approximately 32%, which is
attributable to the issuance of the water revenue bonds in fiscal year 2015 in the amount of $35,259,380 for
the Lake Oswego‐Tigard Water Partnership.
City of Tigard – Summary of Net Position
Governmental
Activities Business‐Type
Activities Total
2015
2014
Restated 2015 2014 2015
2014
Restated
Current and other assets $ 40,544,342 $ 37,266,353 $ 74,546,860 $ 96,243,037 $ 115,091,202 $ 133,509,390
Capital assets 213,897,503 210,410,832 199,621,365 130,519,228 413,518,868 340,930,060
Total assets 254,441,845 247,677,185 274,168,225 226,762,265 528,610,070 474,439,450
Deferred outflows of resources
related to pension 819,473 722,106 ‐ ‐ 819,473 722,106
Current and other liabilities 11,001,251 7,865,493 15,616,996 13,164,250 26,618,247 21,029,743
Long‐term liabilities outstanding 25,866,674 30,753,778 141,177,135 106,697,806 167,043,809 137,451,854
Total liabilities 36,867,925 38,619,271 156,794,131 119,862,056 193,662,056 158,481,327
Deferred inflows of resources
related to pension 3,237,608 ‐ ‐ ‐ 3,237,608 ‐
Net position:
Net investment in capital assets 189,748,234 185,242,899 84,867,665 79,627,259 274,615,899 264,870,158
Restricted 12,376,136 13,142,176 11,250,300 10,551,442 23,626,436 23,693,618
Unrestricted 13,031,415 11,394,495 21,256,129 16,721,508 34,287,544 28,116,003
Total net position $ 215,155,785 $ 209,780,020 $ 117,374,094 $ 106,900,209 $ 332,529,879 $ 316,680,229
19
City of Tigard, Oregon
Management’s Discussion and Analysis
City of Tigard – Summary of Changes in Net Position
Governmental
Activities Business‐Type
Activities Total
Revenues 2015 2014 2015 2014 2015 2014
Program revenues:
Charges for services $ 7,153,848 $ 6,222,103 $ 23,477,213 $ 20,446,159 $ 30,631,061 $ 26,668,262
Operating grants and contributions 6,508,556 6,318,382 ‐ ‐6,508,556 6,318,382
Capital grants and contributions 2,021,422 1,804,398 2,066,696 1,111,346 4,088,118 2,915,744
General revenues:
Property taxes 16,523,361 15,796,663 ‐ ‐16,523,361 15,796,663
Franchise fees 5,687,456 5,542,647 ‐ ‐5,687,456 5,542,647
Unrestricted intergovernmental revenues 3,004,341 2,955,652 ‐ ‐3,004,341 2,955,652
Interest 434,401 421,211 131,485 270,415 565,886 691,626
Loss on disposition of capital assets (25,998)‐‐ ‐(25,998) ‐
Miscellaneous 273,152 776,154 177,903 144,767 451,055 920,921
Total revenues 41,580,539 39,837,210 25,853,297 21,972,687 67,433,836 61,809,897
Expenses
Community services 18,542,379 20,023,165 ‐ ‐18,542,379 20,023,165
Public works 10,408,399 8,399,436 ‐ ‐10,408,399 8,399,436
Community development 4,688,686 4,267,328 ‐ ‐4,688,686 4,267,328
Policy and administration 1,323,435 1,732,016 ‐ ‐1,323,435 1,732,016
Interest on long‐term debt 1,185,507 1,147,024 ‐ ‐1,185,507 1,147,024
Sewer ‐‐2,518,708 2,617,625 2,518,708 2,617,625
Storm water ‐‐2,077,589 1,958,551 2,077,589 1,958,551
Water ‐‐10,839,483 11,730,347 10,839,483 11,730,347
Total expenses 36,148,406 35,568,969 15,435,780 16,306,523 51,584,186 51,875,492
Revenues over (under) expenses 5,432,133 4,268,241 10,417,517 5,666,164 15,849,650 9,934,405
Transfers in (out) (56,368) 1,017,893 56,368 (1,017,893)‐ ‐
Change in net position 5,375,765 5,286,134 10,473,885 4,648,271 15,849,650 9,934,405
Net position, as previously reported 212,835,367 207,549,233 106,900,209 102,251,938 319,735,576 309,801,171
Cumulative effect to implement GASB #68 (3,055,347)‐‐ ‐(3,055,347) ‐
Restated net position 209,780,020 207,549,233 106,900,209 102,251,938 316,680,229 309,801,171
Ending net position $ 215,155,785 $ 212,835,367 $ 117,374,094 $ 106,900,209 $ 332,529,879 $ 319,735,576
20
City of Tigard, Oregon
Management’s Discussion and Analysis
Expenses and Program Revenues – Governmental activities – June 30, 2015
Governmental Activities
Governmental activities increased the city’s net position by $5,375,765, before the restatement of beginning
net position per GASB #68 implementation. Noteworthy reasons for the change from the prior year are as
follows:
Charges for services for Community Development increased by $1,275,496 or 72% from 2014. The
increase is attributable to the River Terrace development.
Total Operating grants and contributions constitutes a significant amount of funding for the city in
the amount of $6,508,556. This category includes the city’s share of the Washington County
Cooperative Library Services (WCCLS) tax levy, along with state and county gas tax revenues. There
was a slight increase of $190,174 or 3% over fiscal year 2014.
Total capital grants and contributions increased by $217,024 or 12% over the prior year primarily
due to private development contributions for improvements to city infrastructure assets.
Franchise fee revenue totaled $5,687,456 in fiscal year 2015, which was a slight increase of
$144,809 or approximately 3% from fiscal year 2014. 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, water, sewer and solid waste haulers.
Property taxes constitute approximately 40% of total governmental revenues and continues to be a
major source of revenue for the funding of city programs. Property tax revenues are up by $726,698
or approximately 5% over 2014 primarily due to an increase in collections on prior year property tax
revenues. Oregon has a “rate‐based” system in which property taxes are expressed in a dollar
amount per thousand dollars of assessed value. The City of Tigard’s permanent tax rate is $2.5131
per thousand dollars of assessed value. The money raised by this levy is available for general
purposes.
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 a maximum 3 percent per year, plus a pro‐rated share
of new construction and annexations. Assessed value cannot exceed real market value.
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
Community
services
Public works Community
development
Policy and
administration
Interest on long‐
term debt
Revenues
Expenses
21
City of Tigard, Oregon
Management’s Discussion and Analysis
General Obligation (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 November 2, 2010, voters approved a
bond measure in the amount of $17.0 million for acquisition and development of park land. These
bonds were sold on February 3, 2011 to Wells Fargo Bank, National Association. Also on that date,
the city refunded $9.0 million of outstanding general obligation bonds that were approved on May
21, 2002, by voters to build a new library. Taxes collected through the tax levy repay the bonded
debt.
Expenses for Public Works increased by $2,008,963 or 24% over fiscal year 2014. The increase is
primarily noted in public works administration for park grounds and transportation operational
projects as compared to prior year’s capitalized projects. Street maintenance also recognized a
significant cost in fiscal year 2015 for reimbursement to a private developer for contributions to a
transportation project. In addition, depreciation expense increased for various infrastructure
projects such as street, signals, sidewalks and land improvements that were accounted for in
construction in progress in fiscal year 2014.
Expenses for Community Development increased by $421,358 or 10% over the prior fiscal year. This
increase is attributable to the development in River Terrace and a high capacity transit study on the
southwest corridor.
Expenses for Policy and Administration decreased by $408,581 or 24% from fiscal year 2014. This is
primarily due a decrease in personnel costs as a result of vacancies in the areas of human resources,
finance, risk management and information technology.
Revenues by Source – Governmental Activities ‐ June 30, 2015
Charges for
services
17.2%
Operating
grants and
contributions
15.7%
Capital grants
and
contributions
4.9%
Taxes
39.7%
Interest
1.0%
Franchise fees
13.7%
Misc
7.8%
22
City of Tigard, Oregon
Management’s Discussion and Analysis
Business‐type Activities
Business‐type activities increased the city’s net position by $10,473,885. The primary reasons for the
current year’s increases are:
Charges for services represent approximately 91% of total business‐type revenues and are
composed of fees that are charged to all users for services provided such as water, sanitary sewer,
and stormwater. The sanitary and stormwater 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. Total charges for services increased by
$3,031,054 or 15% over fiscal year 2014, with the largest increase in water revenues.
Water charges for services increased by $2,819,038 or 18% over the prior fiscal year primarily due to
an increase in 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 2008 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. The city council approved rate increases of 7% on October 1, 2010 and 30.5 % on
January 1, 2011, along with 14% increases on January 1, 2012, 2013, and 2014. City council
approved water rate increases of 10.5% effective on January 1, 2015.
Capital grants and contributions increased by $955,350 or 86% over fiscal year 2014. The increase is
directly attributable to contributed capital related to the development of River Terrace and the
Scholl’s Ferry / Barrows water/sewer capacity improvements.
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 the agency.
Total expenses of $15,435,780 was down by $870,743 or approximately 5% from the prior fiscal
year. The decrease is primarily due to the decrease in interest expense as a result of capitalized
interest for the Tigard‐Lake Oswego water partnership project.
Expenses and Program Revenues – Business‐type Activities – June 30, 2015
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
Sanitary sewer Stormwater Water
Revenues
Expenses
23
City of Tigard, Oregon
Management’s Discussion and Analysis
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, unassigned 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 2015, the city's governmental funds reported combined ending fund balances
of $28,066,770 a decrease of $1,045,834 over the prior year. Approximately 46% or $12,919,540 of this
total amount constitutes assigned and unassigned fund balances, which is available for spending at the
government’s discretion. The restricted fund balance is $11,791,605 or 42% of the total fund balance. Most
of the restricted fund balance is dedicated for park acquisition and development. Other restricted resources
include improvements for street maintenance and improvements and future debt service. The remainder of
fund balance is either committed for resources constrained on use by the city council via a city ordinance or
a council resolution or is nonspendable to indicate that it is not available for discretionary spending because
it has already been dedicated to prepaid items.
General Fund
The General Fund is the chief operating fund of the city. At the end of the fiscal year 2015, the unassigned
fund balance was $12,115,436 or approximately 96% of the total fund balance of $12,657,979. As a
measure of the General Fund’s liquidity, it may be useful to compare fund balance to total fund
expenditures. Unassigned fund balance represents 41% of total General Fund expenditures.
The fund balance of the General Fund increased by $674,905 or 6%. The increase is primarily attributable to
an increase in licenses and permits for land use application fees and public improvements related to the
city’s economic development program and specifically the River Terrace area, the city’s newest residential
neighborhood. The related expenditures for community development also noted an increase, however the
overall increase in expenditures was less than the overall increase in revenues. In addition, transfers out of
the General Fund increased over fiscal year 2015. Significant transfers out of the General Fund were to the
Facilities fund for an exterior building insulation finishing system project for City Hall, the Permit Center and
the Police Department.
Gas Tax Fund
This fund records shared revenues from state and county taxes on the sale and use of motor vehicle fuel.
The majority of the revenue comes from a flat per‐gallon tax on gasoline. Funds are restricted 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.
24
City of Tigard, Oregon
Management’s Discussion and Analysis
At the end of fiscal year 2015, the fund balance was $1,565,112, an increase of $579,842 from the prior
year. Total revenues of $3,669,851 were used to fund street maintenance, street lighting and debt service
on transportation bonds. The increase in fund balance is primarily attributable to a decrease in transfers out
from fiscal year 2014 to the Transportation CIP fund for various transportation projects.
Proprietary Funds
The city's proprietary funds include the Sanitary Sewer, Stormwater, Water, and Internal Services Funds.
The unrestricted net position of the business‐type activities at year‐end amounted to $21,256,129 with
individual fund unrestricted net position at:
Sanitary Sewer, $4,585,425
Stormwater, $6,078,457
Water Funds, $10,592,247
The factors concerning the finances of these funds have already been addressed in the discussion of the
city’s business‐type activities.
General Fund Budgetary Highlights
The city council approved three supplementary budget amendments to the adopted General Fund budget.
Total final adopted budgeted revenues had an increase of $455,520 and the total final adopted budgeted
expenditures increased by $1,008,318 from the original budgeted numbers. Budgeted transfers out of the
General Fund was increased by $88,925 and General Fund contingency was decreased by $604,223 or 44%.
Following are noteworthy changes from the original budget to the final adopted budget in the General Fund:
Community Development – $400,000 in intergovernmental revenues allocated for an EPA
Brownsfield grant to address hazardous substance and petroleum impacted properties.
Community Development – $185,000 from contingency allocated to a draft environmental impact
statement as part of the intergovernmental agreement with Metro on the southwest corridor plan.
Community Services – $150,000 from contingency for police salary and overtime through the Tigard
Police Officer’s Association contract negotiations.
Community Development and Public Works – $200,000 from contingency for one time expenditures
for various street, sidewalk and trail paving capital improvement projects.
The contingency transactions account for increase in budgeted expenditures not related to increased
revenues. There was no effect on ending General Fund budgetary fund balance as a result of these budget
amendments. Noteworthy variances from the final adopted budget to actual revenues and expenditures in
the General Fund are as follows:
Licenses and permits – variance with budget in the amount of $824,741 due to an increase in land
use application fees and engineering public improvements directly related to development in the
new subdivision of River Terrace.
Charges for services – variance with budget for ($543,754) due to a reduction in project
management for capital programs, such as park development and transportation construction
projects.
Community Development – variance with budget in the amount of $665,724. The primary reason
for the variance is total expenditures for the EPA Brownfield grant for fiscal year 2015 were
approximately $55,000, as compared to the $400,000 appropriated amount.
25
City of Tigard, Oregon
Management’s Discussion and Analysis
Capital Asset and Debt Administration
Capital Assets
Governmental Activities
The city's investment in capital assets for its governmental activities as of June 30, 2015, amounts to
$213,897,503 (net of accumulated depreciation). This investment in capital assets primarily includes land,
right of ways, buildings and improvements, 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 $3,486,671 or approximately
2% over the prior year. City added assets were primarily for street and transportation projects and park
development as resources from the parks bonds issued in fiscal year 2011 continues to be spent.
Expenditures on capital assets were higher than overall depreciation expense, leading to the increase in net
capital assets.
Business‐type Activities
The city's investment in capital assets for its business‐type activities as of June 30, 2015, amounts to
$199,621,365 (net of accumulated depreciation). In addition to machinery, equipment and vehicles, the
capital assets include the sanitary sewer collection system, stormwater, and water systems. Total increase
in the city's investment in business‐type activities capital assets was $69,102,137 or 53%. This increase is
noted in the Water fund in construction in progress due to the ongoing work on the water partnership with
the City of Lake Oswego to manage the expansion and upgrade of the city’s water supply system.
Capital Assets, net of depreciation
Governmental
Activities Business‐Type
Activities Total
2015 2014 2015 2014 2015 2014
Land $ 25,917,639 $ 24,893,662 $ 5,237,285 $ 5,237,285 $ 31,154,924 $ 30,130,947
Construction in progress 7,147,531 5,390,669 131,543,902 65,743,230 138,691,433 71,133,899
Buildings and building improvements 15,608,325 15,740,915 813,264 860,100 16,421,589 16,601,015
Land improvements 2,567,098 2,085,643 ‐‐2,567,098 2,085,643
Sewer system ‐ ‐ 16,879,029 14,346,988 16,879,029 14,346,988
Storm drainage system ‐‐9,667,679 9,764,121 9,667,679 9,764,121
Water system ‐‐35,009,113 34,016,517 35,009,113 34,016,517
Machinery and equipment 489,836 324,057 235,977 290,808 725,813 614,865
Autos and trucks 705,888 676,002 235,116 260,179 941,004 936,181
Office equipment 1,045,832 1,081,041 ‐‐1,045,832 1,081,041
Infrastructure 160,415,354 160,218,843 ‐‐160,415,354 160,218,843
Total Capital Assets $ 213,897,503 $ 210,410,832 $ 199,621,365 $ 130,519,228 $ 413,518,868 $ 340,930,060
The following chart indicates the city’s capital assets as of June 30, 2015. Additional information on the
city's capital assets can be found in the notes on pages 57‐58 of this report.
26
City of Tigard, Oregon
Management’s Discussion and Analysis
Total Capital Assets
Debt Outstanding
As of year‐end, the city had total debt outstanding of $168,457,409. Of this amount $24,990,106 is general
obligation and full faith and credit bonds; $139,643,153 represents water revenue bonds; $2,105,957
represents a note payable; $373,711 represents special assessment bonded debt or local improvement
district bonds; $1,300,000 for urban renewal bank loan payable; and the remainder of the city’s debt
represents capitalized leases. Both general obligation bonds and full faith credit bonds are direct obligations
pledging the full faith and credit of the city.
Total debt increased by $33,796,615 or 25% during the current fiscal year. In fiscal year 2015 the city issued
$1,300,000 for the city center development agency for urban renewal in governmental activities. For the
business‐type activity, in fiscal year 2015 the city issued water revenue bonds with a par value of
$30,810,000. Proceeds from these bonds are used to fund water capital projects, primarily the costs
associated with the Tigard/Lake Oswego Water Partnership. The city is making interest‐only payments on
these bonds until fiscal year 2017. The city also has an outstanding note payable that is part of a grant and
low interest loan package provided to the city to make improvements to one of the city’s water reservoirs.
These funds were part of the American Recovery and Reinvestment Act (ARRA). The outstanding balance on
this debt is $2,105,957 at year‐end.
During fiscal year 2015, in anticipation of issuing water revenue bonds, the city received a revenue bond
rating of A1 from Moody’s Investors Service and AA‐ from Standard & Poor’s Ratings Services.
The State of Oregon statutes limit 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 current debt limitation for the city for
general obligation debt is $230 million, which is significantly in excess of the city’s outstanding general
obligation debt.
Land
7.5%
Construction in
progress
33.5%
Buildings and
building
improvements
4.0%Land
improvements
0.6%
Sewer
system
4.1%
Storm
drainage
system
2.3%
Water system
8.5%Machinery and
equipment
0.2%
Autos and trucks
0.2%
Office
equipment
0.3%
Infrastructure
38.8%
27
City of Tigard, Oregon
Management’s Discussion and Analysis
The following chart indicates the city’s long‐term liabilities as of June 30, 2015. Additional information on
the city's debt can be found on pages 59‐63 of this report.
Governmental
Activities Business‐Type
Activities Total
2015 2014 2015 2014 2015 2014
General obligation $ 24,990,106 $ 27,059,171 ‐‐$ 24,990,106 $ 27,059,171
Local improvement 373,711 445,756 ‐‐373,711 445,756
Bank loan payable 1,300,000 ‐‐‐1,300,000 ‐
Capital lease 44,482 58,074 ‐‐44,482 58,074
Note payable ‐‐$ 2,105,957 $ 2,201,107 2,105,957 2,201,107
Revenue bonds ‐‐139,643,153 104,896,686 139,643,153 104,896,686
Total Outstanding Debt $ 26,708,299 $ 27,563,001 $ 141,749,110 $ 107,097,793 $ 168,457,409 $ 134,660,794
Total Outstanding Long‐Term Debt
Economic Factors and Budget Information for Next Year
The following economic factors currently affect the city and were considered in developing the city’s budget
for fiscal year 2016:
The unemployment rate for the Portland metropolitan area was 5.4% at the end of the fiscal year,
June 30, 2015. This compares favorably with the State of Oregon rate of 5.9% and the national
average, which is also slightly higher at 5.6% for June 2015. Economic conditions have finally
reached levels commensurate with a typical economic recovery.
Property tax revenues are the single largest sources of revenue in the General Fund and it accounts
for 45% of ongoing revenues. Therefore, General Fund growth is particularly sensitive to taxable
growth. Property tax revenues are forecasted to increase by 3.75% based on prior year’s modest
growth in assessed values and anticipated development.
General
obligation
14.8%
Local
improvement
0.2%
Bank loan
payable
0.8%
Capital
Lease
0.0%
Note
payable
1.3%
Revenue bonds
82.9%
28
City of Tigard, Oregon
Management’s Discussion and Analysis
The City of Tigard issues licenses for businesses operating within the city limits. As of June 30, 2015,
there were 2,710 businesses licensed in the city as compared to 2,740 a year ago. Business license
revenues are highly sensitive to economic conditions. The slight decrease represents the closure of
smaller businesses. With the planned economic development in urban renewal, the city projects an
increase in business licenses, but any increase will be gradual over time. The fiscal year 2016 budget
includes an increase to the business license fee in order to fund an additional officer in the
Commercial Crimes Unit in the Police Department.
Fiscal year 2016 budget includes a plan to explore funding options for maintenance and
development on park and recreational areas. Additional park land was purchased with the Parks
Bond issue in fiscal year 2011. Parks are currently funded through the General Fund and securing a
stable resource will provide for necessary maintenance on the city’s expanding park system. In
addition, a stable resource will free up General Fund for city Library operations.
Business‐type activities are funded through water, sewer and storm water management rates and
system development charges. The city has the ability to increase rates to keep pace with growing
costs as well as increasing demands on the system infrastructure. Tigard’s water customer charge
and water usage charge will increase by 3.25% in fiscal year 2016. Clean Water Services sets rates
for sanitary sewer and storm water management (SWM). Fiscal year 2016 budget includes a 3.0%
increase for sanitary sewer rates, 7.4% increase for storm water management rates and a 3.6%
combined sewer and SWM rate increase for the average residential customer. The rate increases
were necessary to expand, replace and upgrade aging infrastructure and to meet state and federal
pollution control requirements.
All of these factors were considered in preparing the city’s budget for fiscal year 2015‐2016. The current
forecast shows that in the short‐term the city’s financial condition is stable in most funds. The fiscal year
2016 budget continued addressing a projected General Fund deficit that had been forecasted to occur
earlier than what is now projected. City budgets are developed to address the continuing challenge of flat
revenues and increasing expenditure rates.
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:
City of Tigard
Financial and Information Services Director
13125 SW Hall Blvd.
Tigard, Oregon 97223
29
This page intentionally left blank.
Basic Financial Section
ASSETS
Cash and investments 20,770,528$ 31,232,623$ 52,003,151$
Accounts receivable 3,457,408 4,431,547 7,888,955
Property taxes receivable 713,889 ‐ 713,889
Assessment liens receivable 490,772 ‐ 490,772
Prepaids 643,404 1,500 644,904
Inventory 43,931 191,411 235,342
Property held for resale ‐ 445,042 445,042
Restricted cash and investments 12,746,541 38,244,737 50,991,278
Net pension asset 1,677,869 ‐ 1,677,869
Capital assets:
Land and construction in process 33,065,170 136,781,187 169,846,357
Other capital assets (net of accumulated depreciation)180,832,333 62,840,178 243,672,511
Total assets 254,441,845 274,168,225 528,610,070
DEFERRED OUTFLOWS OF RESOURCES
Deferred outflows related to pension 819,473 ‐ 819,473
Total deferred outflows 819,473 ‐ 819,473
LIABILITIES
Accounts payable and accrued liabilities 5,625,735 12,407,483 18,033,218
Customer deposits 819,005 47,541 866,546
Due to others 599,181 ‐ 599,181
Internal balances 137,647 (137,647) ‐
Unearned revenue 76,112 ‐ 76,112
Accrued interest payable 176,943 2,412,786 2,589,729
Due within one year:
Notes payable ‐ 98,005 98,005
Bonds payable 2,128,022 639,845 2,767,867
Accrued compensated absences 1,217,014 148,983 1,365,997
Bank loan payable 130,000 ‐ 130,000
Special assessment bonded debt with government commitment 77,400 ‐ 77,400
Capital lease 14,192 ‐ 14,192
Due in more than one year:
Notes payable ‐ 2,007,952 2,007,952
Bonds payable 22,862,084 139,003,308 161,865,392
Accrued compensated absences 44,878 16,113 60,991
Bank loan payable 1,170,000 ‐ 1,170,000
Special assessment bonded debt with government commitment 296,311 ‐ 296,311
Capital lease 30,290 ‐ 30,290
Net other post employment benefit obligation 1,463,111 149,762 1,612,873
Total liabilities 36,867,925 156,794,131 193,662,056
DEFERRED INFLOWS OF RESOURCES
Deferred inflows related to pension 3,237,608 ‐ 3,237,608
Total deferred inflows 3,237,608 ‐ 3,237,608
NET POSITION
Net investment in capital assets 189,748,234 84,867,665 274,615,899
Restricted for:
Transportation construction, maintenance and utility undergrounding 3,376,949 ‐ 3,376,949
Park development and improvements 4,263,187 ‐ 4,263,187
Water system construction and improvements ‐ 4,571,596 4,571,596
Debt service 1,828,324 6,678,704 8,507,028
Building development plan review and inspection 2,216,753 ‐ 2,216,753
Library capital improvements 474,648 ‐ 474,648
Law enforcement equipment 216,275 ‐ 216,275
Unrestricted 13,031,415 21,256,129 34,287,544
Total net position 215,155,785$ 117,374,094$ 332,529,879$
The accompanying notes are an integral part of the basic financial statements.
CITY OF TIGARD, OREGON
STATEMENT OF NET POSITION
June 30, 2015
Governmental
Activities
Business‐Type
Activities Total
30
Charges Operating
for Grants and
Functions/Programs Expenses Services Contributions
Governmental activities:
Community services 18,542,379$ 1,731,639$ 3,382,643$
Public works 10,408,399 2,239,431 3,035,523
Community development 4,688,686 3,040,501 90,390
Policy and administration 1,323,435 142,277 ‐
Interest on long‐term debt 1,185,507 ‐ ‐
Total governmental activities 36,148,406 7,153,848 6,508,556
Business‐type activities:
Sewer 2,518,708 1,773,388 ‐
Stormwater 2,077,589 2,899,180 ‐
Water 10,839,483 18,804,645 ‐
Total business‐type activities 15,435,780 23,477,213 ‐
Total 51,584,186$ 30,631,061$ 6,508,556$
The accompanying notes are an integral part of the basic financial statements
Program Revenues
CITY OF TIGARD, OREGON
STATEMENT OF ACTIVITIES
for the year ended June 30, 2015
31
Capital
Grants and Governmental Business‐type
Contributions Activities Activities Total
‐$ (13,428,097)$ ‐$ (13,428,097)$
1,520,190 (3,613,255) ‐ (3,613,255)
501,232 (1,056,563) ‐ (1,056,563)
‐ (1,181,158) ‐ (1,181,158)
‐ (1,185,507) ‐ (1,185,507)
2,021,422 (20,464,580) ‐ (20,464,580)
268,046 ‐ (477,274) (477,274)
52,675 ‐ 874,266 874,266
1,745,975 ‐ 9,711,137 9,711,137
2,066,696 ‐ 10,108,129 10,108,129
4,088,118$ (20,464,580) 10,108,129 (10,356,451)
General Revenues:
Property taxes, levied for general
purposes 14,157,242 ‐ 14,157,242
Property taxes, levied for debt service 2,366,119 ‐ 2,366,119
Franchise fees 5,687,456 ‐ 5,687,456
Unrestricted intergovernmental
revenues 3,004,341 ‐ 3,004,341
Interest earnings 434,401 131,485 565,886
Loss on disposition of capital assets (25,998) ‐ (25,998)
Miscellaneous 273,152 177,903 451,055
Total general revenues 25,896,713 309,388 26,206,101
Transfers between Governmental
and Business‐type Activites (56,368) 56,368 ‐
Change in net position 5,375,765 10,473,885 15,849,650
Net position, as previously reported 212,835,367 106,900,209 319,735,576
Cumulative effect to implement
GASB Statement No. 68 (3,055,347) ‐ (3,055,347)
Net position, beginning restated 209,780,020 106,900,209 316,680,229
Net position, ending 215,155,785$ 117,374,094$ 332,529,879$
Net (Expense) Revenue and Changes in Net Position ‐
Primary Government
32
Other Total
General Gas Tax Governmental Governmental
Fund Fund Funds Funds
ASSETS
Cash and investments 12,290,013$ 2,036,526$ 17,043,997$ 31,370,536$
Accounts receivable 2,741,445 281,679 407,609 3,430,733
Due from other funds 75,000 ‐ ‐ 75,000
Advances to other funds 669,531 ‐ ‐ 669,531
Property taxes receivable 602,045 ‐ 111,844 713,889
Assessment liens receivable ‐ ‐ 490,772 490,772
Prepaids 542,543 ‐ 11,225 553,768
Total assets 16,920,577$ 2,318,205$ 18,065,447$ 37,304,229$
LIABILITIES
Accounts payable and accrued liabilities 2,412,733$ 486,134$ 2,222,789$ 5,121,656$
Customer deposits 104,807 266,959 447,239 819,005
Due to others 573,811 ‐ 25,370 599,181
Due to other funds ‐ ‐ 75,000 75,000
Advances from other funds ‐ ‐ 807,178 807,178
Unearned revenue ‐ ‐ 59,661 59,661
Total liabilities 3,091,351 753,093 3,637,237 7,481,681
DEFERRED INFLOWS OF RESOURCES
Resources not yet available:
Property taxes 553,704 ‐ 93,759 647,463
Municipal court receivable 485,441 ‐ ‐ 485,441
Special assessment liens ‐ ‐ 490,772 490,772
Franchise fees 132,102 ‐ ‐ 132,102
Total deferred inflows of resources 1,171,247 ‐ 584,531 1,755,778
FUND BALANCES
Nonspendable: Prepaids 542,543 ‐ 11,225 553,768
Restricted for:
Street maintenance and improvements ‐ 1,565,112 1,309,758 2,874,870
Debt service ‐ ‐ 1,247,206 1,247,206
Park improvements ‐ ‐ 4,263,187 4,263,187
Underground utilities ‐ ‐ 498,666 498,666
Building inspection ‐ ‐ 2,216,753 2,216,753
Police services ‐ ‐ 216,275 216,275
Library improvements ‐ ‐ 474,648 474,648
Committed for:
Street maintenance and improvements ‐ ‐ 1,432,847 1,432,847
Urban forestry ‐ ‐ 1,369,010 1,369,010
Assigned to:
City facilities ‐ ‐ 1,156,788 1,156,788
Unassigned 12,115,436 ‐ (352,684) 11,762,752
Total fund balances 12,657,979 1,565,112 13,843,679 28,066,770
Total liabilities, deferred inflows of resources and
fund balances 16,920,577$ 2,318,205$ 18,065,447$ 37,304,229$
The accompanying notes are an integral part of the basic financial statements.
CITY OF TIGARD, OREGON
GOVERNMENTAL FUNDS ‐ BALANCE SHEET
June 30, 2015
33
Fund Balances ‐ Governmental Funds 28,066,770$
Amounts reported for governmental activities in the Statement of Net Position are different because:
Capital assets used in governmental activities are not financial resources and therefore
are not reported in the funds.
Governmental capital assets 302,796,043$
Less accumulated depreciation (88,898,540) 213,897,503
Pension assets or liabilities, with related deferred outflows of resources and deferred inflows
of resources, are not reported in governmental funds, but are reported on the statement of
net position. The amounts included in governmental activities on the statement of net position:
Net pension asset 1,677,869
Deferred outflows of resources related to pensions 819,473
Deferred inflows of resources related to pensions (3,237,608) (740,266)
Other long‐term assets are not available to pay for current‐period expenditures and therefore are
deferred in the governmental funds and recognized as revenue in the Statement of Activities.
Property taxes earned but not available 647,463
Franchise fees earned but not available 132,102
Municipal court receivable 485,441
Assessment liens 490,772 1,755,778
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 assets and liabilities of the internal service
funds are included in governmental activities in the statement of activities. 1,216,998
Accrued compensated absences are not due and payable in the current period and therefore are not (971,995)
reported in the funds.
Long‐term liabilities, including bonds payable are not due and payable in the current period and
therefore are not reported in the governmental funds.
Bonds payable (24,990,106)
Loans payable (1,300,000)
Special assessment debt bonded with government commitment (373,711)
Capital leases payable (44,482)
Accrued interest payable, not due and payable in the current period (176,943)
Net other post employment benefit (OPEB) obligation (1,183,761)
Net Position of Governmental Activities 215,155,785$
The accompanying notes are an integral part of the basic financial statements.
CITY OF TIGARD, OREGON
RECONCILIATION OF THE BALANCE SHEET TO THE STATEMENT OF NET POSITION
June 30, 2015
GOVERNMENTAL FUNDS
34
Other Total
General Gas Tax Governmental Governmental
Fund Fund Funds Funds
REVENUES
Taxes 13,839,370$ 3,019,523$ 3,275,512$ 20,134,405$
Franchise fees 5,691,960 ‐ ‐ 5,691,960
Special assessments ‐ ‐ 35,359 35,359
Licenses and permits 2,007,953 343,019 1,679,148 4,030,120
Intergovernmental revenues 6,282,888 ‐ 87,844 6,370,732
Charges for services 2,162,480 ‐ 3,141,504 5,303,984
Fines and forfeitures 794,744 ‐ 129,522 924,266
Interest earnings 196,025 125,676 112,700 434,401
Miscellaneous revenues 94,557 181,633 137,546 413,736
Total revenues 31,069,977 3,669,851 8,599,135 43,338,963
EXPENDITURES
Current operating:
Community services 20,229,847 ‐ 95,788 20,325,635
Public works 5,417,360 2,095,086 ‐ 7,512,446
Community development 3,075,371 ‐ 1,565,366 4,640,737
Policy and administration 778,840 ‐ ‐ 778,840
Debt service:
Principal ‐ 468,325 1,648,720 2,117,045
Interest ‐ 131,350 986,888 1,118,238
Capital outlay ‐ ‐ 8,924,317 8,924,317
Total expenditures 29,501,418 2,694,761 13,221,079 45,417,258
Excess (deficiency) of revenues
over (under) expenditures 1,568,559 975,090 (4,621,944) (2,078,295)
OTHER FINANCING SOURCES (USES)
Transfers in ‐ 100,000 6,078,215 6,178,215
Transfers out (893,654) (495,248) (5,056,852) (6,445,754)
Debt proceeds ‐ ‐ 1,300,000 1,300,000
Total other financing sources (uses) (893,654) (395,248) 2,321,363 1,032,461
Net change in fund balances 674,905 579,842 (2,300,581) (1,045,834)
Fund balances ‐ beginning of the year 11,983,074 985,270 16,144,260 29,112,604
Fund balances ‐ end of year 12,657,979$ 1,565,112$ 13,843,679$ 28,066,770$
The accompanying notes are an integral part of the basic financial statements
CITY OF TIGARD, OREGON
GOVERNMENTAL FUNDS ‐
STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE
for the year ended June 30, 2015
35
Net change in fund balances ‐ Governmental Funds (1,045,834)$
Amounts reported for governmental activities in the Statement of Activities are different because:
Governmental funds report capital outlays as expenditures. However in the Statement of Activities
the cost of those assets is depreciated over their estimated useful lives
Expenditures for capital assets 8,516,081
Current year depreciation expense (5,051,373)
Contributed capital 47,961
Loss on disposal of capital assets (25,998) 3,486,671
Revenues in the Statement of Activities that do not provide current financial resources
are not reported as revenues in the funds
Decrease in deferred inflows of resources ‐ property taxes (32,780)
Decrease in franchise fees (2,598)
Increase in municipal court receivable 36,525
Decrease in assessment liens (42,263) (41,116)
Long‐term debt proceeds provide current financial resources to governmental funds,
but issuing debt increases long‐term liabilities in the Statement of Net Position.
Repayment of long‐term debt is reported as an expenditure in the governmental
funds, but a reduction of long‐term liabilities in the Statement of Net Position.
Long‐term debt proceeds (1,300,000)
Principal payments 2,117,045
Amortization of premium on long‐term debt 37,657 854,702
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:
Increase in accrued interest payable (88,770)
Increase in compensated absences (28,545)
Increase in accrued net pension asset 2,315,081
Increase in accrued other post employment benefits (OPEB) liabilty (160,227) 2,037,539
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 internal
service funds is reported with governmental activities.
Change in Net Position ‐ Internal Service Funds 83,803
Change in Net Position of Governmental Activities 5,375,765$
The accompanying notes are an integral part of the basic financial statements.
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 year ended June 30, 2015
GOVERNMENTAL FUNDS
36
Governmental
Activities ‐
Sanitary Internal
Sewer Stormwater Water Totals Service Funds
ASSETS
Current assets:
Cash and investments 4,973,777$ 5,598,862$ 20,659,984$ 31,232,623$ 2,146,533$
Accounts receivable 1,345,411 388,124 2,698,012 4,431,547 26,675
Advances to other funds ‐ Interfund loan 137,647 ‐ ‐ 137,647 ‐
Prepaids ‐ 833 667 1,500 89,636
Property held for resale 185,021 260,021 ‐ 445,042 ‐
Inventory 12,016 12,016 167,379 191,411 43,931
Restricted cash and investments ‐ ‐ 38,244,737 38,244,737 ‐
Total current assets 6,653,872 6,259,856 61,770,779 74,684,507 2,306,775
Noncurrent assets:
Capital assets:
Land and construction in process 490,219 122,492 136,168,476 136,781,187 ‐
Other capital assets (net of
acumulated depreciation)17,072,990 10,147,984 35,619,204 62,840,178 ‐
Total noncurrent assets 17,563,209 10,270,476 171,787,680 199,621,365 ‐
Total assets 24,217,081 16,530,332 233,558,459 274,305,872 2,306,775
LIABILITIES
Current liabilities:
Accounts payable and accrued liabilities 2,009,683 106,860 10,290,940 12,407,483 504,078
Unearned revenue ‐ ‐ ‐ ‐ 16,451
Customer deposits ‐ 8,833 38,708 47,541 ‐
Accrued interest payable ‐ ‐ 2,412,786 2,412,786 ‐
Accrued compensated absences 21,537 23,700 103,746 148,983 279,578
Current portion of bonds payable ‐ ‐ 639,845 639,845 ‐
Current portion of note payable ‐ ‐ 98,005 98,005 ‐
Total current liabilities 2,031,220 139,393 13,584,030 15,754,643 800,107
Noncurrent liabilities:
Accrued compensated absences 2,329 2,564 11,220 16,113 10,320
Note payable ‐ long‐term portion ‐ ‐ 2,007,952 2,007,952 ‐
Bonds payable ‐ long‐term portion ‐ ‐ 139,003,308 139,003,308 ‐
Net OPEB obligation 34,898 39,442 75,422 149,762 279,350
Total noncurrent liabilities 37,227 42,006 141,097,902 141,177,135 289,670
Total liabilities 2,068,447 181,399 154,681,932 156,931,778 1,089,777
NET POSITION
Net investment in capital assets 17,563,209 10,270,476 57,033,980 84,867,665 ‐
Restricted for capital projects ‐ ‐ 4,571,596 4,571,596 ‐
Restricted for debt service ‐ ‐ 6,678,704 6,678,704 ‐
Unrestricted 4,585,425 6,078,457 10,592,247 21,256,129 1,216,998
Total net position 22,148,634$ 16,348,933$ 78,876,527$ 117,374,094$ 1,216,998$
CITY OF TIGARD, OREGON
PROPRIETARY FUNDS
STATEMENT OF NET POSITION
June 30, 2015
The accompanying notes are an integral part of the basic financial statements.
Business‐type Activities ‐
Enterprise Funds
37
Governmental
Activities ‐
Sanitary Internal
Sewer Stormwater Water Totals Service Funds
OPERATING REVENUES
Charges for services 1,773,388$ 2,899,180$ 18,804,645$ 23,477,213$ 7,883,080$
Miscellaneous revenues 36,512 1,735 139,656 177,903 122,544
Total operating revenues 1,809,900 2,900,915 18,944,301 23,655,116 8,005,624
OPERATING EXPENSES
Salaries and wages 490,648 534,954 1,462,677 2,488,279 4,910,102
Contracted services 59,610 418,188 2,980,669 3,458,467 830,281
General, administrative and other 1,351,367 655,186 2,781,892 4,788,445 2,392,609
Depreciation 617,083 469,261 1,347,522 2,433,866 ‐
Total operating expenses 2,518,708 2,077,589 8,572,760 13,169,057 8,132,992
Operating income (loss) (708,808) 823,326 10,371,541 10,486,059 (127,368)
NON‐OPERATING REVENUES (EXPENSES)
Interest earnings 12,319 11,070 108,096 131,485 ‐
Interest expense ‐ ‐ (2,266,723) (2,266,723) ‐
System development revenue 13,526 5,275 812,749 831,550 ‐
Total non‐operating revenue 25,845 16,345 (1,345,878) (1,303,688) ‐
Net income before contributions (loss) (682,963) 839,671 9,025,663 9,182,371 (127,368)
Capital contributions 254,520 47,400 933,226 1,235,146 ‐
Transfers in 442,909 ‐ 58,751 501,660 211,861
Transfers out (51,481) (100,438) (293,373) (445,292) (690)
Change in net position (37,015) 786,633 9,724,267 10,473,885 83,803
Net position‐‐beginning of year 22,185,649 15,562,300 69,152,260 106,900,209 1,133,195
Net position‐‐end of year 22,148,634$ 16,348,933$ 78,876,527$ 117,374,094$ 1,216,998$
Business‐type Activities ‐
Enterprise Funds
The accompanying notes are an integral part of the basic financial statements.
CITY OF TIGARD, OREGON
STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET POSITION
PROPRIETARY FUNDS
for the year ended June 30, 2015
38
Governmental
Activities ‐
Sanitary Internal
Sewer Stormwater Water Totals Service Funds
CASH FLOWS FROM OPERATING ACTIVITIES
Receipts from customers 11,952,102$ 3,581,484$ 18,329,244$ 33,862,830$ 7,870,650$
Payments to suppliers (10,588,409) (1,753,079) (4,449,148) (16,790,636) (3,058,581)
Payments to employees (490,022) (523,498) (1,437,607) (2,451,127) (4,862,856)
Other receipts 36,512 1,735 139,656 177,903 138,996
Net cash provided by operating activities 910,183 1,306,642 12,582,145 14,798,970 88,209
CASH FLOWS FROM NONCAPITAL
FINANCING ACTIVITIES
Principal collected on interfund loan 62,353 ‐ ‐ 62,353 ‐
Transfers to other funds (51,481) (100,438) (293,373) (445,292) 211,861
Transfers from other funds ‐ ‐ 58,751 58,751 (690)
Net cash (used) by noncapital financing activities 10,872 (100,438) (234,622) (324,188) 211,171
CASH FLOWS FROM CAPITAL AND RELATED
FINANCING ACTIVITIES
System development revenue 13,526 5,275 812,749 831,550 ‐
Proceeds from bonds ‐ ‐ 35,259,380 35,259,380 ‐
Payments on notes ‐ ‐ (95,150) (95,150) ‐
Interest expense ‐ ‐ (2,371,974) (2,371,974) ‐
Transfers in for capital assets 442,909 ‐‐ 442,909 ‐
Acquisition of capital assets (1,406,540) (127,842) (68,766,476) (70,300,858) ‐
Net cash (used) by capital and related
financing activities (950,105) (122,567) (35,161,471) (36,234,143) ‐
CASH FLOWS FROM INVESTING ACTIVITIES
Interest earnings 12,319 11,070 108,096 131,485 ‐
Net increase (decrease) in cash
and investments (16,731) 1,094,707 (22,705,852) (21,627,876) 299,380
Cash and investments‐‐beginning of the year 4,990,508 4,504,155 81,610,573 91,105,236 1,847,153
Cash and investments‐‐end of the year 4,973,777$ 5,598,862$ 58,904,721$ 69,477,360$ 2,146,533$
RECONCILIATION OF OPERATING INCOME (LOSS) TO
NET CASH PROVIDED BY OPERATING ACTIVITIES
Operating income (loss) (708,808)$ 823,326$ 10,371,541$ 10,486,059$ (127,368)$
Adjustments to reconcile operating income (loss)
to net cash provided by operating activities:
Cash flows reported in other categories:
Depreciation expense 617,083 469,261 1,347,522 2,433,866 ‐
Change in assets and liabilities:
Receivables 55,885 5,489 (484,701) (423,327) (5,430)
Prepaid expenses 580,172 2,172 15,970 598,314 18,414
Inventory (3,031) (3,030) (100,628) (106,689) 11,055
Accounts payable and accrued liabilities 368,256 (2,032) 1,398,071 1,764,295 127,840
Unearned revenue ‐ ‐ ‐ ‐ 16,452
Accrued compensated absences (4,063) 5,916 13,988 15,841 5,473
Customer deposits ‐ ‐ 9,300 9,300 ‐
OPEB obligation 4,689 5,540 11,082 21,311 41,773
Net cash provided by operating activities 910,183$ 1,306,642$ 12,582,145$ 14,798,970$ 88,209$
The accompanying notes are an integral part of the basic financial statements.
Enterprise Funds
CITY OF TIGARD, OREGON
PROPRIETARY FUNDS
STATEMENT OF CASH FLOWS
for the year ended June 30, 2015
Business‐type Activities ‐
39
ASSETS
Cash and cash equivalents 5,223,246$
Corporate bonds 610,341
Corporate stocks 18,300,657
Total assets 24,134,244
Net position of assets held in trust for pension benefits 24,134,244$
The accompanying notes are an integral part of the basic financial statements
CITY OF TIGARD, OREGON
STATEMENT OF PLAN NET POSITION
PENSION TRUST FUND
June 30, 2015
40
ADDITIONS
Contributions ‐ employer 1,280,581$
Contributions ‐ plan members 248,305
Investment income 699,165
Total additions 2,228,051
DEDUCTIONS
Benefit payments and withdrawals 1,214,590
Increase in net position 1,013,461
Net position of assets held in trust for pension benefits
Beginning of year 23,120,783
End of year 24,134,244$
The accompanying notes are an integral part of the basic financial statements
for the year ended June 30, 2015
STATEMENT OF CHANGES IN PLAN NET POSITION
PENSION TRUST FUND
CITY OF TIGARD, OREGON
41
Notes to Basic
Financial Statements
City of Tigard, Oregon
Notes to Basic Financial Statements
1. Summary of Significant Accounting Policies
Financial Reporting Entity
The City of Tigard, Oregon 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.
The accompanying financial statements present the city (primary government) and its component unit
(the city’s urban renewal agency), an entity for which the city is financially accountable. Financial
accountability is defined as the appointment of a voting majority of the organization’s governing board
and where (1) the city is able to significantly influence the programs or services performed or provided
by the organization or (2) the city is legally entitled to or can otherwise access the organization’s
resources. Blended component units, although legally separate entities, are, in substance, part of the
city’s operations. Component units may include organizations which are fiscally dependent on the city
in that the city approves the budget, issues debt or levys taxes. The City has one blended component
unit included in this financial report.
Blended Component Unit
The Tigard City Center Development Agency (CCDA) was created in 2006 when the voters approved the
creation of an urban renewal area for 20 years with maximum principal indebtedness of $22 million.
CCDA was created under the provisions of the Oregon Revised Statutes, Chapter 457 (ORS 457). The
City of Tigard Council members serve as the CCDA’s governing body, known as the Tigard City Center
Development Agency.
The activities of the Tigard City Center Development Agency are included in the city’s financial
statements as a blended component unit. CCDA 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 CCDA as determined on the basis of budget adoption, taxing authority, and funding.
The purpose of the City Center Development Agency is to undertake urban renewal projects and
activities pursuant to the city’s downtown redevelopment plan. The financial results of the CCDA are
reported herein as a debt service fund and a capital projects fund. CCDA prepares a separate
component unit financial report published on the city’s website www.CityofTigardOregon.gov or from
the city’s administrative offices at 13125 SW Hall Street, Tigard, Oregon 97223.
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.
42
City of Tigard, Oregon
Notes to Basic Financial Statements
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. These aggregated statements consist of the Statement of Net Position
and the Statement of Activities.
The Statement of Activities demonstrates the degree to which the direct expenses of a given function or
segment is 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 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 supplementary
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, deferred outflows of
resources, liabilities, deferred inflows of resources, fund equity, revenues and expenditures/expenses.
Professional standards set forth minimum criteria (percentage of the assets, deferred outflows of
resources, liabilities, deferred inflows of resources, revenues or expenditures/expenses or either fund
category or the governmental and enterprise combined) for the determination of major funds. The city
may also elect to add major funds that city officials believe are particularly useful to financial statement
users. The city has elected to include the Gas Tax Fund as a major fund in the current financial
statements for consistency. Non‐major funds are combined in a column in the fund financial statements
and detailed as supplementary information in the financial report.
43
City of Tigard, Oregon
Notes to Basic Financial Statements
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.
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. 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
Position, 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.
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 position. All transactions and events that affect the total
economic resources (net position) 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.
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 inflow of resources, shown as unavailable revenue, 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.
44
City of Tigard, Oregon
Notes to Basic Financial Statements
This unavailable 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 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
revenue is eliminated.
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, interest, other postemployment
benefits 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.
Interfund activity consists of transfers, service provided and/or used, reimbursements, advances and
loans. As a general rule, the effect of interfund activity has been eliminated from the government‐wide
financial statements. Exceptions to this general rule are charges between enterprise and various other
city functions. Elimination of these charges would distort the direct costs and program revenues
reported for the various functions concerned.
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 recognize fees intended to recover the cost of
connecting new customers to the city’s utility systems as non‐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.
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.
45
City of Tigard, Oregon
Notes to Basic Financial Statements
New Accounting Pronouncements and Accounting Standards
During the fiscal year ended June 30, 2015, the city implemented the following GASB pronouncements:
GASB Statement No. 68, Accounting and Financial Reporting for Pensions
This statement was issued to improve accounting and financial reporting by state and local governments
for pensions. This statement replaces requirements of statement No. 27, Accounting for Pensions by
State and Local Governmental Employers as well as requirements of statement No. 50, Pension
Disclosures. This statement and statement No. 67 (applicable to Pension Plans) establish a definition of
a pension plan that reflects the primary activities associated with the pension arrangement –
determining pensions, accumulating and managing assets dedicated for pensions and paying benefits to
plan members as they come due. This statement is effective for the fiscal year ended June 30, 2015.
Additional information about the implementation of this statement and statement No. 71 is addressed
in the note about a Change in Accounting Principle, as well as in the detailed note for Pensions.
GASB Statement No. 69, Government Combinations and Disposals of Government Operations
This statement establishes accounting and financial reporting standards related to government
combinations, including mergers, acquisitions and transfers of operations and disposals of government
operations. This statement is effective for the fiscal year ended June 30, 2015.
Management has determined that there is no impact to the city’s current financial accounting and
reporting for the types of transactions identified in this statement.
GASB Statement No. 71, Pension Transition for Contributions Made Subsequent to the
Measurement Date (an amendment of GASB Statement 68)
The objective of this statement is to address an issue regarding application of the transition provisions of
Statement No. 68, Accounting and Financial Reporting for Pensions. The issue relates to amounts
associated with contributions, if any, made by a state or local government employer or nonemployer
contributing entity to a defined benefit pension plan after the measurement date of the government’s
beginning net pension liability. The statement requires that, at transition, a government recognize a
beginning deferred outflow of resources for its pension contributions, if any, made subsequent to the
measurement date of the beginning net pension liability. This statement is effective for the fiscal year
ended June 30, 2015.
Change in Accounting Principle
In implementing GASB Statement No. 68 and Statement No. 71, the city has restated beginning net
position in order to recognize the city’s proportionate share of the Net Pension Liability of the Oregon
Public Employees Retirement System (OPERS). The restatement also recognizes a deferred outflow of
resources related to pensions for contributions made after the June 30, 2014 measurement date. Only
Governmental Activities were restated as sworn police officers participate in the city’s pension plan.
46
City of Tigard, Oregon
Notes to Basic Financial Statements
Governmental Business ‐Type
Activities Activities Total
Net position ‐ beginning (as reported) $ 212,835,367 $ 106,900,209 $ 319,735,576
Cumulative effect of change in accounting
principle (3,055,347) ‐ (3,055,347)
Net position ‐ beginning (restated) $ 209,780,020 $ 106,900,209 $ 316,680,229
Assets, Deferred Outflows/Inflows of Resources, Liabilities, and Net Position/Fund Balance
Cash and Investments
Investments included in cash and investments are stated at fair value (generally based on quoted
market prices). Interest earned on cash and investments is allocated monthly based on each fund’s
average cash balance as a proportion of the city’s total cash and investments. For purposes of the
Statement of Cash Flows, the city considers the proprietary funds' cash and investments, and the
amounts in the Oregon State Treasurer's Investment Pool, to be cash equivalents.
Some cash and investments are classified as restricted because their use is limited by parties external to
the city. Restrictions may be imposed by creditors, other governments, laws and/or enabling legislation.
When both restricted and unrestricted resources are available for use, it is the city’s policy to use
restricted resources first and then unrestricted resources as they are needed.
Receivables and Payables
Activity between funds that are representative of lending/borrowing arrangements outstanding at the
end of the fiscal year are referred to as “due to/due from other funds”. Any residual balances
outstanding between the governmental activities and business‐type activities are reported in the
government‐wide financial statements as “internal balances.”
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.
The city also has receivables outstanding for assessments on private property. These assessments
include street and sidewalk improvements, sewer line installations and deferral of certain impact fees
(system development charges).
Proprietary fund receivables are recorded as revenue when earned, including services earned but not
billed. The receivables of proprietary funds include billing for residential and commercial customers
utilizing the city’s water, sewer and storm water management services.
Many of the city’s receivables, including property taxes, assessments and proprietary fund receivables
are deemed to be substantially collectible. Tax and assessments receivable can be recovered through
foreclosure on the subject property. Services can be disconnected if proprietary fund receivables
47
City of Tigard, Oregon
Notes to Basic Financial Statements
remain unpaid. Accordingly, no allowance for doubtful accounts is deemed necessary for these
receivables.
Under State of Oregon statutes, municipal court receivables are valid for ten years and are then
renewable for another ten years. According to city policy, these receivables are turned over to an
external collection agency after approximately 180 days. Historical collection percentages average
about 25%. Accordingly, at June 30, 2015, $2,864,688 was outstanding for municipal court receivables
with a related allowance for doubtful accounts of $2,148,516. Of the remaining $716,172,
approximately $231,000 are being collected on behalf of the State of Oregon and Washington County,
and are therefore shown as “Due to Others”.
Accounts payable to vendors and contractors include general accounts payable, retainage payable,
deposits payable and other accrued liabilities not included in short‐term or long‐term liabilities.
Inventories and Prepaids
Inventories of parts, materials and supplies are stated at cost on the first‐in, first‐out basis, in the
proprietary funds. The consumption 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.
Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as
prepaids in both government‐wide and fund financial statements. Payments classified as prepaid are
primarily items that are being amortized such as prepaid insurance.
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, and in the proprietary fund 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.
Depreciation on exhaustible assets is recorded as an allocated expense in the Statement of Activities
with accumulated depreciation reflected in the Statement of Net Position and is provided on the
straight‐line basis over the following estimated useful lives:
48
City of Tigard, Oregon
Notes to Basic Financial Statements
Asset Years
Buildings and improvements 25‐40
Improvements other than buildings 10‐20
Machinery and equipment 5‐10
Autos and Trucks 5‐10
Infrastructure 20‐40
Unearned Revenues
Unearned revenues will be recognized as revenue in the fiscal year they are earned in accordance with
the accrual basis of accounting. Revenue is considered earned when all eligibility criteria are met, and
the amount is measurable.
Deferred Outflows/Inflows of Resources
Deferred outflows of resources, represents a consumption of net position that applies to a future
period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then.
Deferred outflows of resources follows assets on the Statement of Net Position.
Deferred inflows of resources, represents an acquisition of net position that applies to a future period(s)
and therefore will not be recognized as an inflow of resources (revenue) until that time. In the
Statement of Net Position, this includes resources that are received before the city has met eligibility
requirements related to time. In the governmental fund financial statements, deferred inflows of
resources include revenues that are measureable but not available.
For purposes of measuring the net pension (asset) liability, deferred outflows of resources and deferred
inflows of resources related to pensions, and pension expense, information about the fiduciary net
position of the Oregon Public Employees Retirement System (OPERS) and additions to/deductions from
OPERS’s fiduciary net position have been determined on the same basis as they are reported by OPERS.
For this purpose, benefit payments (including refunds of employee contributions) are recognized when
due and payable in accordance with the benefit terms. Investments are reported at fair value.
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.
As of June 30, 2015 there was $1,261,892 in accrued compensated absences for governmental activities
and $165,096 for business‐type activities in the government‐wide 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.
49
City of Tigard, Oregon
Notes to Basic Financial Statements
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
Position. 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 are treated
as period costs in the year of issue.
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 premiums and discounts on debt issuances are reported as other financing
sources and uses, respectively. Issuance costs, whether or not withheld from the actual debt proceeds
received, are reported as debt service expenditures.
Fund Balances and Net Position
In the fund financial statements, the fund balance for governmental funds is reported in a hierarchy of
classifications based primarily on the extent to which the government is bound to honor constraints on
the specific purposes for which amounts in those funds can be spent. The City reports fund balances into
the following categories:
Nonspendable for resources cannot be spent because they are either in a nonspendable form or legally
or contractually required to be maintained intact. Resources in nonspendable form include inventories,
prepaids, deposits and assets held for resale.
Restricted for amounts with constraints placed on the use of resources are either: (a) externally imposed
by creditors (such as through debt covenants), grantors, contributors, laws or regulations of other
governments; or (b) imposed by law through constitutional provisions or enabling legislation.
Committed for amounts that City Council passes an ordinance or council resolution, a formal action
made by the entity’s highest level of decision making authority, which places specific constraints on how
the resources may be used. The City Council can modify or rescind the ordinance or resolution at any
time through passage of an additional ordinance or resolution.
Assigned for resources that are constrained by the government’s intent to use them for a specific
purpose, but are neither restricted nor committed, are reported as assigned fund balance. The City
Council expresses their intent to use a resource for a specific purpose by including that resource in the
adopted annual budget for funds outside of the General Fund. Assigned fund balances are not reported
in the General Fund as the city has not established a policy regarding the assignment of funds.
Unassigned fund balance is the residual classification for the General Fund. This classification represents
fund balance that is not assigned, committed, restricted or nonspendable within the General Fund. This
classification is also used to report any deficit fund balance amounts in other governmental funds.
50
City of Tigard, Oregon
Notes to Basic Financial Statements
On the government‐wide Statement of Net Position, the proprietary funds’ Statement of Net Position,
and the fiduciary funds’ Statement of Fiduciary Net Position, net position is segregated into restricted
and unrestricted balances. Restrictions are limitations on how the net position may be used.
Restrictions may be placed on net position by an external party that provided the resources, by enabling
legislation or by the nature of the asset.
The Net investment in capital assets component of net position represents total capital assets less
accumulated depreciation less debt directly related to capital assets. This amount is reported on the
Statement of Net Position and in the financial statements for Proprietary Fund types.
The Urban Renewal Agency Capital Projects Fund reported a deficit balance of $352,684 on a GAAP basis
at June 30, 2015. This deficit is due to loans from the General Fund and the Sewer Fund that have been
spent on activities in the downtown urban renewal district. This deficit will be liquidated with future
revenues.
When an expenditure is incurred for purposes for which both restricted and unrestricted fund balance is
available, the city considers restricted amounts to have been spent. Likewise, when an expenditure is
incurred for purposes for which either committed or assigned fund balance is available, the city
considers committed or assigned amounts to have been spent.
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.
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 position
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.
51
City of Tigard, Oregon
Notes to Basic Financial Statements
Monies may also be used for street lighting and cleaning, storm drainage, traffic control devices and
administration costs.
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:
Enterprise funds
Sanitary Sewer Fund ‐ This fund accounts for the city's sewer utility operations.
Stormwater Fund – This fund accounts for the city’s storm drainage operations which consists of
the following two budgetary funds: Stormwater Fund and Water Quality/Quantity Fund.
Water Fund ‐ This fund accounts for the city’s water operations which consists of the following
four budgetary funds: Water Fund, Water SDC Fund, Water CIP Fund and Water Debt Service
Fund.
Nonmajor governmental funds
Other governmental funds include the following governmental fund types:
Special Revenue funds account for restricted or committed revenues for specific purposes.
Debt Service funds account for the accumulation of resources to pay principal and interest on the city’s
long‐term obligations.
Capital Projects funds account for the accumulation of resources for construction or acquisition of
facilities and equipment.
Additionally, the city reports a fiduciary fund type to account for the city’s Pension Trust Fund.
2. Stewardship, Compliance and Accountability
Budgetary information
A budget is prepared for each fund, except for the Pension Trust Fund, under 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 and
may not legally be over expended. Appropriations lapse at the end of each fiscal year. Appropriations
52
City of Tigard, Oregon
Notes to Basic Financial Statements
are made at the major program level for each fund, for example, Community Services, Public Works,
Community Development, Policy and Administration, Debt Service, Capital Improvements and
Contingency. The detail budget document is required to contain more detailed information for the
above‐mentioned expenditure categories.
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 City Council
approved three supplemental budgets throughout the fiscal year.
For GAAP presentation, the transfers from non‐operating funds for services provided by the internal
service funds and the General Fund are considered revenues and expenses/expenditures, as
appropriate, but may be considered to be interfund transfers for budgetary purposes.
Expenditures in Excess of Appropriations
Oregon state law requires disclosure of fund expenditures in excess of budgeted appropriations. For
the year‐ended June 30, 2015, expenditures exceeded appropriations in the Traffic Impact Fee capital
project fund by $46,700 for operating transfers out. This over‐expenditure was directly related to the
close out of the Traffic Impact Fee fund and the remaining fund balance was transferred to the
Transportation Development Tax fund. In addition, the Bancroft Bond debt service fund exceeded debt
service appropriations by $103. In both instances, the over expenditures were covered by available
fund balance. Also, in the Parks SDC capital project fund, contingency was appropriated to cover
transfer costs for a park capital project. As a result, contingency was over‐appropriated in the Parks
SDC fund and reported a deficit of ($17,385) as the final budgeted amount.
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.
The city’s unrestricted and restricted cash and investments are reported in Governmental Activities,
Business‐type activities and in Fiduciary Funds.
Unrestricted Restricted Total
Government Activities $ 20,770,528 $ 12,746,541 $ 33,517,069
Business Type Activities 31,232,623 38,244,737 69,477,360
Fiduciary Funds ‐ 24,134,244 24,134,244
Total cash and investments $ 52,003,151 $ 75,125,522 $ 127,128,673
53
City of Tigard, Oregon
Notes to Basic Financial Statements
Cash and investments, restricted and unrestricted, are comprised of the following at June 30, 2015:
Primary Fiduciary
Government Activities Total
Cash on hand $ 6,650 $ ‐ $ 6,650
Cash held by Department of Finance,
Washington County 42,691 ‐ 42,691
Deposits with financial institutions 25,314,401 5,223,246 30,537,647
Investments 77,630,687 18,910,998 96,541,685
Total cash and investments, restricted and
unrestricted $102,994,429 $ 24,134,244 $127,128,673
Deposits
Deposits with financial institutions include bank demand deposits and time deposit accounts. The total
bank balance is $31,188,192. Of these deposits, $500,000 was covered by federal depository insurance
and $30,688,192 was collateralized in accordance with Oregon statutes.
Custodial credit risk – deposits. In the case of deposits, this is the risk that in the event of bank failure,
the city’s deposits may not be returned to it. The Federal Depository Insurance Corporation (FDIC)
provides deposit insurance up to $250,000 for each institution.
Institutions with deposits in excess of FDIC coverage participate in the Oregon Public Funds
Collateralization Program (PFCP) as defined in Oregon Revised Statutes (ORS) 295. This provides
additional protection for public funds in the event of a bank loss, although it does not guarantee 100%
protection. The Office of the State Treasurer categorizes the financial institutions in Oregon.
Based on that categorization, banks must pledge collateral valued at between 10% and 110% of their
public fund deposits. In the event of a bank failure, the entire pool of collateral pledged by all
qualified Oregon public funds bank depositories is available to repay deposits of public funds of
government entities. The Office of the State Treasurer maintains a list of qualified financial
institutions for the deposit of public funds in excess of FDIC insurance. The financial institutions
holding city deposits are all on the State Treasurer’s list.
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 corporate bonds 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.
54
City of Tigard, Oregon
Notes to Basic Financial Statements
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, are held in safekeeping by the financial institution in the
city’s 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. Value of pool shares approximates fair value.
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, 2015 is $24,134,244. This balance is not included in
the government‐wide or fund financial statements, but is shown separately on page 40.
As of June 30, 2015, the city had the following investments:
Investment Type Fair Value Cost % of Portfolio
State Treasurer's Local
Government Investment Pool $ 60,583,748 $ 60,583,749 78.04%
Money Markets 5,880,223 5,880,223 7.57%
U.S. Government Securities 7,675,146 7,641,825 9.89%
Non‐US Securities 1,001,250 1,004,650 1.29%
Certificates of Deposit 148,000 148,000 0.19%
Corporate Bonds 2,342,320 2,407,138 3.02%
Total Investments $ 77,630,687 $ 77,665,585 100.00%
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.
55
City of Tigard, Oregon
Notes to Basic Financial Statements
At June 30, 2015, 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 $ 60,583,748 $ ‐ $ ‐ $ 60,583,748
Money Markets 5,880,223 ‐ ‐ 5,880,223
US Government Securities 7,675,146 7,675,146 ‐ ‐
Non‐US Securities 1,001,250 ‐ 1,001,250 ‐
Certificates of Deposit 148,000 ‐ ‐ 148,000
Corporate Bonds 2,342,320 2,342,320 ‐ ‐
Total Investments $ 77,630,687 $ 10,017,466 $ 1,001,250 $ 66,611,971
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, 2015, the
concentration of those maturities included the Local Government Investment Pool, Money Markets
and investments with average maturities of twelve months or less at 88.31% of the total portfolio.
Investments with maturities between twelve and eighteen months made up 3.71% of the portfolio
and investments with maturities between eighteen and thirty‐six months were 7.97% 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,
2015, the portion of the assessments receivable balance that represents delinquent accounts is
insignificant.
56
City of Tigard, Oregon
Notes to Basic Financial Statements
5. Capital Assets
Capital asset activity for governmental activities for the year ended June 30, 2015 was as follows:
Balances Balances
Governmental activities
June 30,
2014 Additions Deletions Transfers
June 30,
2015
Non‐depreciable:
Land $ 24,893,662 $ ‐$ ‐$1,023,977 $ 25,917,639
Construction in progress 5,390,669 8,005,934 (147,868) (6,101,204) 7,147,531
Total non‐depreciable 30,284,331 8,005,934 (147,868) (5,077,227) 33,065,170
Depreciable:
Building and improvements 22,993,310 11,783 (26,858) 631,472 23,609,707
Land improvements 7,689,045 ‐‐809,352 8,498,397
Machinery and equipment 2,426,983 304,574 (86,756)‐ 2,644,801
Autos and trucks 2,577,147 250,189 (233,477)‐ 2,593,859
Office equipment 2,416,786 139,431 ‐‐ 2,556,217
Infrastructure 226,191,489 ‐‐3,636,403 229,827,892
Total depreciable 264,294,760 705,977 (347,091) 5,077,227 269,730,873
Accumulated depreciation:
Building and improvements (7,252,395) (757,716) 8,729 ‐ (8,001,382)
Land improvements (5,603,402) (327,897)‐‐ (5,931,299)
Machinery and equipment (2,102,926) (138,794) 86,755 ‐ (2,154,965)
Autos and trucks (1,901,145) (212,434) 225,608 ‐ (1,887,971)
Office equipment (1,335,745) (174,640)‐‐ (1,510,385)
Infrastructure (65,972,646) (3,439,892)‐‐ (69,412,538)
Total accumulated
depreciation (84,168,259) (5,051,373) 321,092 ‐ (88,898,540)
Governmental activities
capital assets, net $210,410,832 $ 3,660,538 $ (173,867) $ ‐ $213,897,503
Depreciation expense for governmental activities is charged to functions as follows:
Community services $ 412,192
Public works 4,428,673
Community development 7,306
Policy and administration 203,202
Total depreciation for governmental activities $5,051,373
57
City of Tigard, Oregon
Notes to Basic Financial Statements
Capital assets activity for business‐type activities for the year ended June 30, 2015, was as follows:
Balances Balances
Business‐type activities
June 30,
2014 Additions Deletions Transfers
June 30,
2015
Non‐depreciable:
Land $ 5,237,285 $ ‐$ ‐$ ‐$ 5,237,285
Construction in progress 65,743,230 71,808,556 (308,060) (5,699,824) 131,543,902
Total non‐depreciable 70,980,515 71,808,556 (308,060) (5,699,824) 136,781,187
Depreciable:
Building and improvements 2,010,974 ‐ ‐ ‐ 2,010,974
Sewer system 24,324,119 ‐ ‐ 3,098,369 27,422,488
Storm drainage system 17,087,636 ‐ ‐ 353,050 17,440,686
Water system 61,223,674 ‐ ‐ 2,248,405 63,472,079
Equipment 1,840,553 9,266 ‐ ‐ 1,849,819
Auto and trucks 1,794,383 26,241 (23,626) ‐ 1,796,998
Total depreciable 108,281,339 35,507 (23,626) 5,699,824 113,993,044
Accumulated depreciation:
Building and improvements (1,150,874) (46,836) ‐ ‐ (1,197,710)
Sewer system (9,977,131) (566,328) ‐ ‐ (10,543,459)
Storm drainage system (7,323,515) (449,492) ‐ ‐ (7,773,007)
Water system (27,207,157) (1,255,809) ‐ ‐ (28,462,966)
Equipment (1,549,745) (64,097) ‐ ‐ (1,613,842)
Auto and trucks (1,534,204) (51,304) 23,626 ‐ (1,561,882)
Total accumulated
depreciation (48,742,626) (2,433,866) 23,626 ‐ (51,152,866)
Business‐type activities
capital assets, net $130,519,228 $ 69,410,197 $ (308,060) $ ‐$199,621,365
Total interest costs incurred in business‐type activities in fiscal year ended June 30, 2015 was
$4,680,632, of which $2,413,909 was capitalized to construction in progress for the Lake Oswego‐
Tigard water partnership project, for a net interest expense of $2,266,723.
Depreciation expense for business‐type activities is charged to activities as follows:
Sanitary sewer $ 617,083
Public works 469,261
Policy and administration 1,347,522
Total depreciation for business‐type activities $ 2,433,866
58
City of Tigard, Oregon
Notes to Basic Financial Statements
6. Long‐term Debt and Other Debt
Governmental Activities
General Obligation Bonds Payable and Full Faith and Credit Bonds
Bond transactions for the year ended June 30, 2015, and future maturities of bond principal, are as
follows:
Library Bonds: In fiscal year 2010‐2011 the city issued $8,655,000 of general obligation bonds for a
current refunding of bonds originally issued in 2002 to build a new library. Interest rates on the new
bonds range from 3.0% to 4.0% on specific maturities.
Parks Bonds: In fiscal year 2010‐2011 the city issued $17,000,000 of general obligation bonds. Funds
were used to purchase and develop parks. Interest rates range from 3.0% to 4.75% on specific
maturities.
Transportation Bonds: In fiscal year 2009‐2010 the city issued $7,250,000 of full faith and credit Build
America Bonds. Funds were used for street improvements. Interest rate is 4.35%.
Future maturities of bond principal and interest are as follows:
Year Ending
June 30, Principal Interest Total
2016 $ 2,105,000 $ 993,932 $ 3,098,932
2017 2,165,000 920,560 3,085,560
2018 2,235,000 845,043 3,080,043
2019 2,305,000 763,313 3,068,313
2020 2,390,000 667,713 3,057,713
2021‐2025 6,940,000 2,233,025 9,173,025
2026‐2030 5,400,000 1,067,213 6,467,213
2031 1,235,000 58,663 1,293,663
$ 24,775,000 $ 7,549,462 $ 32,324,462
Premium 215,106
Total $ 24,990,106
Local Improvement District Bonds
In fiscal year 2001‐2002 the city issued Local Improvement District (LID) bonds in the amount of
$1,307,969 for improvement on 69th Avenue. Interest rate on the LID bonds is 7.25%; payable first
from assessments to benefited properties and second, from the general credit of the city. The balance
of the LID bonds at June 30, 2015 was $373,711 with principal and interest payments as follows:
59
City of Tigard, Oregon
Notes to Basic Financial Statements
Year Ending
June 30, Principal Interest Total
2016 $ 77,400 $ 25,716 $ 103,116
2017 83,100 20,000 103,100
2018 89,200 13,866 103,066
2019 95,800 7,279 103,079
2020 28,211 1,021 29,232
$ 373,711 $ 67,882 $ 441,593
Bank Loan Payable
In fiscal year 2014‐2015 the city entered into a financing agreement with a bank in the amount of
$1,300,000 at an interest rate of 3.00%. The loan is for urban renewal projects within the City Center
Urban Renewal Area. In connection with the financing agreement, City Center Development Agency
(CCDA) and the city executed an intergovernmental agreement (IGA) for CCDA to be obligated for the
financing payments on the loan. The IGA constitutes indebtedness of the agency in the amount of the
financing or $1,300,000. Pursuant to ORS 287A.310, the agency pledges the tax increment revenues to
pay the financing payments or debt service. As of June 30, 2015, the full amount of the bank loan was
outstanding. Future principal and interest payments on the loan are as follows:
Year Ending
June 30, Principal Interest Total
2016 $ 130,000 $ 36,799 $ 166,799
2017 130,000 32,842 162,842
2018 130,000 28,980 158,980
2019 130,000 25,118 155,118
2020 780,000 11,681 791,681
$ 1,300,000 $ 135,420 $ 1,435,420
Capital Lease
The city entered into a lease/purchase agreement in fiscal year 2012‐2013 to purchase a piece of street
equipment. This lease agreement qualifies as a capital lease and has been capitalized in accordance
with accounting principles generally accepted in the United State of America. The asset was acquired
at the purchase price of $71,091. The balance outstanding at June 30, 2015 is $44,482 and has an
effective interest rate of 4.4%.
60
City of Tigard, Oregon
Notes to Basic Financial Statements
Future minimum lease payments on the capital lease are as follows:
Year Ending
June 30, Principal Interest Total
2016 $ 14,192 $ 1,964 $ 16,156
2017 14,818 1,337 16,155
2018 15,472 683 16,155
$ 44,482 $ 3,984 $ 48,466
Business‐type Activities
Note Payable
In fiscal year 2009‐2010 the city was awarded $4,796,000 in federal funds under the American
Recovery and Reinvestment Act (ARRA). These funds were distributed to the city as a loan, with 50%
constituting an ARRA Forgivable Loan and 50% a low‐interest loan under the Safe Drinking Water
Revolving Loan Fund program. These ARRA funds were used to develop a city water reservoir. In fiscal
year 2011‐2012 the city drew down the funds that are considered the loan portion. At June 30, 2015,
the balance on the note payable was $2,105,957. Future debt service requirements are as follows:
Year Ending
June 30, Principal Interest Total
2016 $ 98,005 $ 63,179 $ 161,184
2017 100,945 60,239 161,184
2018 103,973 57,210 161,183
2019 107,092 54,091 161,183
2020 110,305 50,878 161,183
2021‐2025 603,192 202,724 805,916
2026‐2030 699,266 106,650 805,916
2031‐2032 283,179 12,410 295,589
$ 2,105,957 $ 607,381 $ 2,713,338
Water Project Financing
In fiscal year 2010‐2011 the City of Tigard’s City Council has authorized up to $160 million in bonds to
help finance a joint water supply project with the City of Lake Oswego to provide Tigard a share of a
local water source. The arrangement with Lake Oswego to share a water system is referred to as the
water system partnership with Lake Oswego.
In fiscal year 2011‐2012 the city issued $97,720,000 of water revenue bonds to be used to fund capital
projects for the water system in connection with the Lake Oswego/Tigard Water Partnership project.
The bonds were issued at a premium of $8,196,325 with interest rates from 3.0% to 5.0%. At June 30,
61
City of Tigard, Oregon
Notes to Basic Financial Statements
2015, the entire balance of the 2012 water revenue bonds was outstanding and the balance of the
unamortized premium was $6,706,084.
In fiscal year 2014‐2015 the city issued $30,810,000 of water revenue bonds with interest rates from
3.0% to 5.0%. The bonds were issued at a premium of $4,449,380. These bonds are the second of two
borrowings by Tigard to help finance the joint water supply project with the City of Lake Oswego (Lake
Oswego/Tigard Water Partnership project). At June 30, 2015, the entire balance of the 2015 water
revenue bonds was outstanding and the balance of the unamortized premium was $4,407,069.
Net water system revenues and system development charges for the Water System are pledged to the
payment of principal of and interest on the bonds. Revenues from the water system is pledged for
repayment of these bonds. See computation of water revenue bonds debt coverage in the statistical
section of this document. Interest rates on the bonds range from 3% to 5% on specific maturities.
Future maturities of bond principal and premium and interest on the revenue bonds are as follows:
Year Ending
June 30, Principal Interest Total
2016 $ ‐ $ 6,098,088 $ 6,098,088
2017 2,030,000 6,202,100 8,232,100
2018 2,100,000 6,129,650 8,229,650
2019 2,185,000 6,043,950 8,228,950
2020 2,275,000 5,954,750 8,229,750
2021‐2025 12,905,000 28,250,400 41,155,400
2026‐2030 16,385,000 24,762,725 41,147,725
2031‐2035 21,005,000 20,138,925 41,143,925
2036‐2040 26,980,000 14,173,750 41,153,750
2041‐2045 34,635,000 6,509,875 41,144,875
2046 8,030,000 200,750 8,230,750
$128,530,000 $124,464,963 $252,994,963
Unamortized
premium 11,113,153
Total $139,643,153
62
City of Tigard, Oregon
Notes to Basic Financial Statements
Long‐term liability activity including compensated absences for the year ended June 30, 2015 was as
follows:
Balances Balances Due in
June 30, 2014 Additions Retirements June 30, 2015 one year
Governmental activities
Bonds payable $ 27,059,171 $ ‐$ 2,069,065 $ 24,990,106 $ 2,128,022
Special assessment debt 445,756 ‐ 72,045 373,711 77,400
Bank loan payable ‐ 1,300,000 ‐ 1,300,000 130,000
Capital lease 58,074 ‐ 13,592 44,482 14,192
Long‐term debt before other
long‐term liabilities 27,563,001 1,300,000 2,154,702 26,708,299 2,349,614
Compensated absences 1,227,873 1,637,223 1,603,204 1,261,892 1,217,014
Governmental activities
total long‐term liabilities $ 28,790,874 $ 2,937,223 $ 3,757,906 $ 27,970,191 $ 3,566,628
Business‐type activities
Note payable $ 2,201,107 $ ‐ $ 95,150 $ 2,105,957 $ 98,005
Bonds payable 104,896,686 35,259,380 512,913 139,643,153 639,845
Long‐term debt before other
long‐term liabilities 107,097,793 35,259,380 608,063 141,749,110 737,850
Compensated absences 149,255 167,599 151,757 165,096 148,983
Business‐type activities
total long‐term liabilities $107,247,048 $ 35,426,979 $ 759,820 $141,914,206 $ 886,833
Expenditures for liquidating compensated absences liabilities are recorded in the General, Special
Revenue, Enterprise and Internal Service funds.
7. Interfund Receivables, Payables and Transfers
Short‐term transactions between individual funds are recorded as “due from” and “due to” other
funds. At year‐end, the City Gas Tax fund reported $75,000 due to the General Fund. The amount
represents working capital for city road and street operations in order to meet cash flow needs at year‐
end and prevent reporting a negative cash balance in the City Gas Tax Fund. Repayment of these
transactions occurs subsequent to year‐end.
Interfund loan transactions between funds are recorded as “advances to” and “advances from” other
funds. Interfund loans represent interim financing from the General Fund and the Sanitary Sewer fund
to a capital project fund for various downtown development projects. Repayment of these
transactions occurs in years subsequent to year‐end.
63
City of Tigard, Oregon
Notes to Basic Financial Statements
The composition of interfund loans and the related elimination as of June 30, 2015 are as follows:
Receivable Fund Payable Fund Amount Elimination Net Balance
General Fund Nonmajor governmental fund $ 669,531 $ (669,531) $ ‐
Sanitary Sewer Fund Nonmajor governmental fund 137,647 ‐ 137,647
$ 807,178 $ (669,531) $ 137,647
Future maturities on the interfund loans are as follows:
Year Ending
Interfund Loans
Elimination
Net Balance
June 30, Principal Interest Principal Interest Principal Interest
2016 $ ‐ $ 2,910 $ ‐ $ (2,222) $ ‐ $ 688
2017 ‐ 4,180 ‐
(3,492) ‐ 688
2018 ‐ 4,180 ‐
(3,492) ‐ 688
2019 ‐ 4,180 ‐
(3,492) ‐ 688
2020 ‐ 4,180 ‐
(3,492) ‐ 688
2021‐2025 18,789 20,901 (5,331) (17,460) 13,458 3,441
2026‐2030 373,518 16,823 (305,213) (14,397) 68,305 2,426
2031‐2035 388,897 6,527 (333,013) (5,826) 55,884 701
2036 25,974 130 (25,974) (130) ‐ ‐
$ 807,178 $ 64,011 $ (669,531) $ (54,003)$ 137,647 $ 10,008
Interfund transfers are used to provide funds for debt service, contribute toward the cost of capital
projects and provide operational resources. Transfers for fiscal year ended June 30, 2015 are as
follows:
Fund Gas Tax
Nonmajor
Governmental
Funds
Internal
Service
Sanitary
Sewer Water
Total
Transfers
Out
General $ ‐ $ 866,194 $ ‐$ ‐$ 27,460 $ 893,654
Gas Tax ‐ 474,173 ‐ 21,075 ‐ 495,248
Nonmajor funds 100,000 4,574,056 210,918 171,878 ‐ 5,056,852
Sanitary Sewer ‐ 38,068 ‐ ‐ 13,413 51,481
Stormwater ‐ 48,254 ‐ 34,306 17,878 100,438
Water ‐ 77,470 253 215,650 ‐ 293,373
Total transfers in $ 100,000 $ 6,078,215 $ 211,171 $ 442,909 $ 58,751 $ 6,891,046
64
City of Tigard, Oregon
Notes to Basic Financial Statements
Reconciliation: Transferred to governmental funds from:
Sewer Fund $ 38,068
Stormwater Fund 48,254
Water Fund 77,723
Transferred from governmental funds to enterprise funds:
From General Fund to Water Fund (27,460)
From Gas Tax Fund to Sewer Fund (21,075)
From Non‐major funds to Sewer Fund (171,878)
Total transfers per Statement of Activities $ (56,368)
These transfers have been eliminated in the government‐wide statement of activities other than the net
effect between governmental activities and business‐type activities.
8. Post‐Employment Benefits Other than Pensions (OPEB)
Plan Description
The city is required by Oregon Revised Statute 243.303 to provide retirees (if they elect) with group
health and dental insurance coverage from the date of retirement age to age 65 at the same premium
rates as offered to active city employees. The retiree is responsible for the premiums. Benefit
provisions are established through negotiations between the city and representatives of collective
bargaining units. The Governmental Accounting Standards Board Statement No. 45, Accounting and
Financial Reporting by Employers for Postemployement Benefits Other Than Pensions, is applicable to
the city due to the resulting implicit rate subsidy. This single‐employer “plan” is not a stand‐alone plan
and there are no separately issued financial statements. The city does not provide any explicit
employee benefits related to this plan.
Funding Policy
The city funds the plan only to the extent of current‐year insurance premium requirements on a pay‐as‐
you‐go basis. The city has not established an irrevocable trust to accumulate assets to fund the cost of
the net OPEB obligation that arises from the implicit subsidy. The premium rates are set annually by
the city’s insurance carrier. The formula for distributing the costs is applied through collective
bargaining and/or as part of the city’s budget process. Through the adoption of the budget, city council
approves the distribution of costs. As of the actuarial report date August 1, 2014, 6 retirees and 2
spouses were participating in the plan.
Annual OPEB Cost and Net OPEB Obligation
The city’s annual OPEB cost is calculated based on the Annual Required Contribution (ARC) of the city,
an amount actuarially determined in accordance with the parameters of GASB Statement No. 45. The
ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover the normal cost
each year and amortize any unfunded actuarial liabilities over a period of 15 years. The following
schedule shows the components of the city’s annual OPEB cost for the year ending June 30, 2015, the
amount actually contributed to the plan and the changes in the city’s OPEB obligation to the plan:
65
City of Tigard, Oregon
Notes to Basic Financial Statements
Annual Required Contribution (ARC) $ 424,387
Interest on prior year net OPEB contribution 48,635
Adjustment to ARC (167,082)
Annual OPEB cost 305,940
Implicit benefit payments (82,629)
Increase in net OPEB obligation 223,311
Net OPEB obligation ‐ beginning of the year 1,389,562
Net OPEB obligation ‐ end of the year $ 1,612,873
The city’s annual OPEB cost, the percentage of annual OPEB cost contributed to the plan and the net
OPEB obligation for the current fiscal year and two prior were as follows:
Funding Status and Funding Progress
As of August 1, 2014, the most recent actuarial valuation, the plan was zero percent funded as the plan
is funded on a pay‐as‐you‐go basis. The actuarial liability for benefits was $1,808,960 and also equaled
the unfunded actuarial liability (UAAL).
Schedule of Funding Progress:
Actuarial
Valuation
Date
Actuarial
Value of
Plan Assets
Actuarial
Accrued
Liability
Unfunded
Liability
(UAAL)
Funded
Ratio
Covered
Payroll
UAAL as a
% of
Payroll
08/01/08 $ ‐ $ 1,725,443 $ 1,725,443 0% $ 16,248,354 10.6%
08/01/10 ‐ 1,824,386 1,824,386 0% 17,783,627 10.3%
08/01/12 ‐ 1,844,990 1,844,990 0% 17,803,391 10.4%
08/01/14 ‐ 1,808,960 1,808,960 0% 17,965,357 10.1%
The plan’s actuarial valuation involves estimates of amounts and assumptions about the probability of
events far into the future, such as, future employment, mortality and healthcare cost trends. Amounts
determined about the funding status of the plan and the annual required contributions are subject to
periodic revision as actual results for each period are compared with past expectations and new
assumptions are made about the future.
% of Annual
Year Ended Annual OPEB OPEB Cost Net OPEB
June 30, Cost Contributions Obligation
2013 $ 318,937 25% $ 1,171,395
2014 295,164 26% 1,389,562
2015 305,940 27% 1,612,873
66
City of Tigard, Oregon
Notes to Basic Financial Statements
Actuarial Methods and Assumptions
Projections of benefits for financial reporting purposes are based on the substantive plan and include
the health benefits provided at the time of each valuation and the historical pattern of sharing of
benefit costs between the city and plan members. The actuarial methods and assumptions include
techniques that are designed to reduce the effects of short‐term volatility in actuarial results consistent
with the long term perspective of the calculations.
In the August 1, 2014 valuation, the projected unit credit cost method was used. This method attempts
to track the actual economic pattern of benefit accrual over an employee’s working lifetime. The
investment return for the city was assumed to be 3.5% to reflect the long‐term annual investment
returns for the Oregon Local Government Investment Pool and comparable investment vehicles. The
actuarial report incorporates the projected effect of the healthcare reform law, The Patient Protection
and Affordable Care Act (PPACA), passed into law in March 2010. A significant item in the law begins in
2018 when the city’s plan may be subject to a 40% excise tax on the value of benefits provided above a
certain dollar level. Because of some uncertainties in the excise tax component, the calculation of a
precise obligation for this tax is impossible at this time. The report assumes medical and vision
premium increases to be 5.75% in the first year. In future years, the medical and vision cost trend
varies between 6.50% and 5.00% due to the timing of the excise tax scheduled to affect health care
benefits beginning in 2018. The health care trend then settles to an ultimate rate of 4.75%. Dental
premium increases were assumed to increase 4.5% in all future years. The city’s unfunded actuarial
accrued liability (UAAL) is recalculated at each valuation date and amortized over a 10 year open period
as a level percentage of payroll. A general inflation rate of 2.75% per year was used to develop other
economic assumptions.
9. PERS Retirement Health Insurance Account
Plan Description
As a member of Oregon Public Employees Retirement System (OPERS) the city contributes to the
Retirement Health Insurance Account (RHIA) for each of its eligible employees. RHIA is a cost‐sharing
multiple‐employer defined benefit other postemployment benefit plan administered by OPERS. RHIA
pays a monthly contribution toward the cost of Medicare companion health insurance premiums of
eligible retirees. Oregon Revised Statute (ORS) 238.420 established this trust fund. Authority to
establish and amend the benefit provisions of RHIA reside with the Oregon Legislature. The plan is
closed to new entrants after January 1, 2004. OPERS issues a publicly available financial report that
includes financial statements and required supplementary information. That report may be obtained
by writing to Oregon Public Employees Retirement System, PO Box 23700, Tigard, OR 97281‐3700.
Funding Policy
Because RHIA was created by enabling legislation (ORS 238.420), contribution requirements of the plan
members and the participating employers were established and may be amended only by the Oregon
Legislature. ORS require that an amount equal to $60 or the total monthly cost of Medicare companion
health insurance premiums coverage, whichever is less, shall be paid from the Retirement Health
67
City of Tigard, Oregon
Notes to Basic Financial Statements
Insurance Account established by the employer, and any monthly cost in excess of $60 shall be paid by
the eligible retired member in the manner provided in ORS 238.410. To be eligible to receive this
monthly payment toward the premium cost the member must: (1) have eight years or more of
qualifying service in PERS at the time of retirement or receive a disability allowance as if the member
had eight years or more of creditable service in PERS, (2) receive both Medicare Parts A and B
coverage, and (3) enroll in a PERS‐sponsored health plan. An eligible surviving spouse or dependent of
a deceased PERS retiree may receive the subsidy if he or she (1) is receiving a retirement benefit or
allowance from PERS or (2) was insured at the time the member died and the member retired before
May 1, 1991.
Participating cities are contractually required to contribute to RHIA at a rate assessed each year by
OPERS, currently 0.59 percent of annual covered payroll for Tier 1/Tier 2, and 0.49 percent for OPSRP.
The OPERS Board of Trustees sets the employer contribution rate based on the annual required
contribution (ARC) of the employers, an amount actuarially determined in accordance with the
parameters of GASB Statement No. 45. The ARC represents a level of funding that, if paid on an
ongoing basis, is projected to cover normal cost each year and amortize any unfunded actuarial
liabilities (or funding excess) of the plan over a period not to exceed thirty years. The City’s
contributions to RHIA equaled the required contributions each year and were:
Fiscal
Year
RHIA
Contributions
2013 $ 32,185
2014 32,602
2015 32,789
10. Pension Plan
Oregon Public Employees Retirement Systems (OPERS)
Plan Description
City of Tigard Police Officers are provided with pensions through Oregon Public Employees Retirement
System (OPERS); a cost‐sharing multiple‐employer defined benefit pension plan that acts as a common
investment and administrative agent for government units in the State of Oregon. Police Officers hired
before August 29, 2003 belong to the Tier One/Tier Two Retirement Benefit Program (established
pursuant to ORS Chapter 238), while Officers hired on or after August 29, 2003 belong to the OPSRP
Pension Program (established pursuant to ORS Chapter 238A). OPERS produces an independently
audited CAFR which can be found at:
http://www.oregon.gov/pers/Pages/section/financial_reports/financials.aspx
Benefits Provided
Tier One/Tier Two Retirement Benefit
Pension Benefits. The PERS retirement allowance is payable monthly for life. It may be selected from
13 retirement benefit options. These options include survivorship benefits and lump‐sum refunds. The
68
City of Tigard, Oregon
Notes to Basic Financial Statements
basic benefit is based on years of service and final average salary. For city sworn officers, 2.0% is
multiplied by the number of years of service and the final average salary. Benefits may also be
calculated under either a formula plus annuity (for members who were contributing before August 21,
1981) or a money match computation if a greater benefit results.
A member is considered vested and will be eligible at a minimum retirement age for a service
retirement allowance if he or she has had contribution in each of five calendar years or has reached at
least 45 years of age before ceasing employment with a participating employer. Police members are
eligible after reaching age 50. Tier One Police member benefits are reduced if retirement occurs prior
to age 55 with fewer than 25 years of service. Tier Two members are eligible for full benefits at age 60.
The ORS Chapter 238 Defined Benefit Pension Plan is closed to new members hired on or after August
29, 2003.
Death Benefits. Upon the death of a non‐retired member, the beneficiary receives a lump‐sum refund
of the member’s account balance (accumulated contributions and interest). In addition, the
beneficiary will receive a lump‐sum payment from employer funds equal to the account balance,
provided one or more of the following conditions are met:
the member was employed by a PERS employer at the time of death,
the member died within 120 days after termination of PERS‐covered employment,
the member died as a result of injury sustained while employed in a PERS‐covered job, or
the member was on an official leave of absence from a PERS‐covered job at the time of death.
Disability Benefits. A member with 10 or more years of creditable service who becomes disabled from
other than duty‐connected causes may receive a non‐duty disability benefit. A disability resulting from
a job‐incurred injury or illness qualifies a member for disability benefit regardless of the length of PERS‐
covered service. Upon qualifying for either a non‐duty or duty disability, service time is computed to
age 55 for police members when determining the monthly benefit.
Benefit Changes After Retirement. Members may choose to continue participation in a variable
equities investment account after retiring and may experience annual benefit fluctuations due to
changes in the market value of equity investments. Under ORS 238.360 monthly benefits are adjusted
annually through cost‐of‐living changes. Under current law, the cap on the COLA in fiscal year 2015 and
beyond will vary based on 1.25% on the first $60,000 of annual benefit and 0.15% on annual benefits
above $60,000.
OPSRP Pension Program
Pension Benefits. The Pension Program (ORS Chapter 238A) provides benefits to members hired on or
after August 29, 2003. This portion of OPSRP provides a life pension funded by employer contributions.
Benefits are calculated by formula for members who attain normal retirement age. For police
members, 1.8% is multiplied by the number of years of service and the final average salary. Normal
retirement age for police members is age 60 or age 53 with 25 years of retirement credit. To be
classified as a police member, the individual must have been employed continuously as a police
member for at least five years immediately preceding retirement.
69
City of Tigard, Oregon
Notes to Basic Financial Statements
A member of the OPSRP Pension Program becomes vested on the earliest of the following dates: the
date the member completes 600 hours of service in each of five calendar years, the date the member
reaches normal retirement age, and if the pension program is terminated, the date on which
termination becomes effective.
Death Benefits. Upon the death of a non‐retired member, the spouse or other person who is
constitutionally required to be treated in the same manner as the spouse, receives for life 50 percent of
the pension that would otherwise have been paid to the deceased member.
Disability Benefits. A member who has accrued 10 or more years of retirement credits before the
member becomes disabled or a member who becomes disabled due to job‐related injury shall receive a
disability benefit of 45 percent of the member’s salary determined as of the last full month of
employment before the disability occurred.
Benefit Changes After Retirement. Under ORS 238A.210 monthly benefits are adjusted annually
through cost‐of‐living changes. Under current law, the cap on the COLA in fiscal year 2015 and beyond
will vary based on 1.25% on the first $60,000 of annual benefit and 0.15% on annual benefits above
$60,000.
OPSRP Individual Account Program (IAP)
Pension Benefits. The IAP member becomes vested on the date the employee account is established or
on the date the rollover account was established. If the employer makes optional employer
contributions for a member, the member becomes vested on the earliest of the following dates: the
date the member completes 600 hours of service in each of five calendar years, the date the member
reaches normal retirement age, the date the IAP is terminated, the date the active member becomes
disabled, or the date the active member dies.
Upon retirement, a member of the OPSRP IAP may receive the amounts in his or her employee
account, rollover account, and vested employer account as a lump‐sum payment or in equal
installments over a 5‐, 10‐, 15‐, 20‐year period or an anticipated life span option. Each distribution
option has a $200 minimum distribution limit.
Death Benefits. Upon the death of a non‐retired member, the beneficiary receives in a lump sum the
member’s account balance, rollover account balance, and vested employer optional contribution
account balance. If a retired member dies before the installment payments are completed, the
beneficiary may receive the remaining installment payments or choose a lump‐sum payment.
Contributions. PERS funding policy provides for monthly employer contributions at actuarially
determined rates. These contributions, expressed as a percentage of covered payroll, are intended to
accumulate sufficient assets to pay benefits when due. Employer contribution rates for the period
were based on the December 31, 2011 actuarial valuation as subsequently modified by 2013 legislated
changes in benefit provisions. The rates based on a percentage of payroll, first became effective July 1,
2013. The rates in effect for the period were 15.07% for Tier One/Tier Two police members and 9.99%
for OPSRP Pension Program Police member. The City’s total contributions exclusive of the 6% “pick‐up”
was $782,812.
Covered employees are required to contribute 6% of their salary to the Plan, but the employer is
allowed to pay any or all of the employees’ contribution in addition to the required employers’
70
City of Tigard, Oregon
Notes to Basic Financial Statements
contribution. The City has elected to contribute the 6% “pick‐up” or $361,327 of the employees’
contribution.
Pension Assets, Liabilities, Pension Expense, and Deferred Outflows of Resources and
Deferred Inflows of Resources Related to Pensions
At June 30, 2015, the City reported an asset of $1,677,869 for its proportionate share of the OPERS net
pension asset. The net pension asset was measured as of June 30, 2014, and the total pension liability
used to calculate the net pension asset was determined by an actuarial valuation as of December 31,
2012 rolled forward to June 30, 2014. The City’s proportion of the net pension asset was based on a
projection of the City’s long‐term share of contributions to the pension plan relative to the projected
contributions of all participating employers, actuarially determined. At June 30, 2014, the City’s
proportion was 0.0740%, which is unchanged from its proportion measured as of June 30, 2013.
Annual Pension Cost
For the year ended June 30, 2015, the city recognized pension expense (income) of ($1,532,269). At
June 30, 2015, the city reported deferred outflows or resources and deferred inflows of resources
related to pensions from the following sources:
Description
Deferred
Outflows of
Resources
Deferred
Inflows of
Resources
Net difference between projected and actual earnings on
pension plan investment $ ‐ $ 3,237,608
Changes in proportion and differences between city
contributions and proportionate share of contributions 36,661 ‐
City contributions subsequent to the measurement date 782,812 ‐
Total $ 819,473 $ 3,237,608
Deferred outflows of resources related to pensions of $782,812 resulting from the city’s contributions
subsequent to the measurement date will be recognized as either a reduction of the net pension
liability or an increase in the net pension asset in the year ended June 30, 2016. Other amounts
reported as deferred inflows of resources related to pensions will be recognized in pension expense as
follows:
Year ending
June 30
Deferred
Inflows of
Resources
2016 $ (801,432)
2017 (801,432)
2018 (801,432)
2019 (801,432)
2020 4,781
Total $ (3,200,947)
71
City of Tigard, Oregon
Notes to Basic Financial Statements
Actuarial Methods and Assumptions
The total pension liability in the December 31, 2012 actuarial valuation was determined using the
following actuarial methods and assumptions:
Valuation Date December 31, 2012 rolled forward to June 30, 2014
Experience Study Report 2012, published September 18, 2013
Actuarial Cost Method Entry Age Normal
Amortization Method
Amortized as a level percentage of payroll as layered amortization
bases over a closed period; Tier One/Tier Two UAL is amortized over
20 years and OPSRP pension UAL is amortized over 16 years
Asset Valuation Method Market value of assets
Actuarial Assumptions:
Inflation Rate 2.75%
Investment Rate of Return 7.75%
Projected Salary Increases
3.75% overall payroll growth; salaries for individuals are assumed to
grow at 3.75% plus assumed rates of merit/longevity increases based
on service
Mortality
Healthy retirees and beneficiaries:
RP‐2000 Sex‐distinct, generational per Scale AA, with collar
adjustments and set‐backs as described in the valuation.
Active members:
Mortality rates are a percentage of healthy retiree rates that vary
by group, as described in the valuation.
Disabled retirees:
Mortality rates are a percentage (65% for males, 90% for females)
of the RP‐2000 static combined disabled mortality sex‐distinct table.
Actuarial valuations of an ongoing plan involve estimates of the value of projected benefits and
assumptions about the probability of events far into the future. Actuarially determined amounts are
subject to continual revision as actual results are compared to past expectations and new estimates are
made about the future. Experience studies are performed as of December 31 of even numbered years.
The methods and assumptions shown above are based on the 2012 experience study which reviewed
experience for the four‐year period ending on December 31, 2012.
Long‐Term Expected Rate of Return
To develop an analytical basis for the selection of the long‐term expected rate of return assumption, in
July 2013 the PERS Board reviewed long‐term assumptions developed by both Milliman’s capital
market assumptions team and the Oregon Investment Council’s (OIC) investment advisors. The table
below shows Milliman’s assumptions for each of the asset classes in which the plan was invested at
that time based on the OIC long‐term target asset allocation. The OIC’s description of each asset class
72
City of Tigard, Oregon
Notes to Basic Financial Statements
was used to map the target allocation to the asset classes shown below. Each asset class assumption
was based on a consistent set of underlying assumptions, and includes adjustment for the inflation
assumption. These assumptions are not based on historical returns, but instead are based on a
forward‐looking capital market economic model.
Asset Class
Target
Allocation
Compound
Annual Return
(Geometric)
Core Fixed Income 7.20% 4.50%
Short‐Term Bonds 8.00 3.70
Intermediate‐Term Bonds 3.00 4.10
High Yield Bonds 1.80 6.66
Large Cap US Equities 11.65 7.20
Mid Cap US Equities 3.88 7.30
Small Cap US Equities 2.27 7.45
Developed Foreign Equities 14.21 6.90
Emerging Foreign Equities 5.49 7.40
Private Equity 20.00 8.26
Opportunity Funds/Absolute Return 5.00 6.01
Real Estate (Property) 13.75 6.51
Real Estate (REITS) 2.50 6.76
Commodities 1.25 6.07
Assumed Inflation – Mean 2.75
Discount Rate
The discount rate used to measure the total pension liability was 7.75% for the Defined Benefit Pension
Plan. The projection of cash flows used to determine the discount rate assumed that contributions
from plan members and those contributing employers are made at the contractually required rates, as
actuarially determined. Based on those assumptions, the pension plan’s fiduciary net position was
projected to be available to make all projected future benefit payments of current plan members.
Therefore, the long‐term expected rate of return on pension plan investments for the Defined Benefit
Pension Plan was applied to all periods of projected benefit payments to determine the total pension
liability.
Sensitivity of the City’s proportionate share of net pension liability (asset) to changes in the discount
rate
The following presents the city’s proportionate share of the net pension liability (asset) calculated using
the discount rate of 7.75%, as well as what the city’s proportionate share of the net pension liability
(asset) would be if it were calculated using a discount rate that is 1‐percentage‐point lower (6.75%) or
1‐percentage‐point higher (8.75%) than the current rate:
73
City of Tigard, Oregon
Notes to Basic Financial Statements
1% Decrease
(6.75%)
Current
Discount Rate
(7.75%)
1% Increase
(8.75%)
City's proportionate share of the
net pension liability (asset) $3,553,121 $(1,677,869) $(6,102,060)
Pension Plan Fiduciary Net Position
Detailed information about the pension plan’s fiduciary net position is available in the separately issued
OPERS financial report at https:www.oregon.gov/pers/Pages/section/financial_reports/financials.aspx.
Changes in Plan Provisions Subsequent to the Measurement Date
The Oregon Supreme Court (Court) ruled on April 30, 2015 that certain provisions of Senate Bill (SB)
861, signed into law in October 2013, were unconstitutional. SB 861 included provisions that limited
post‐retirement COLA on benefits accrued prior to the signing of the law. The Court ruled that benefits
could be modified prospectively, but not retrospectively. As a result, those who retired before the bills
were passed will continue to receive a COLA tied to the Consumer Price Index that normally results in a
2% increase annually. OPERS members who have accrued benefits before and after the effective dates
of the 2013 legislation will have a blended COLA rate when they retire. This is a change in benefit
terms subsequent to the measurement date of June 30, 2014, and has not been included in the net
pension liability (asset) proportionate shares calculated by OPERS.
Pursuant to GASB Statements 67 and 68, the total pension liability or (asset) must be calculated based
on the benefit terms legally in effect as of the relevant fiscal year‐end for the plan. Due to the change
in benefit terms as described above occurring subsequent to the measurement date of June 30, 2014,
the effect of the decision is not included in the net pension asset proportionate shares provided to
employers as of June 2015. It is estimated that this change will increase the city’s proportionate share
of the net pension liability by $3,700,000 as shown in the following table (amounts are rounded):
Prior to Moro After Moro
Increase/(decrease)
in Net Pension
Liability
Total Pension Liability $ 46,700,000 $ 50,400,000 $ 3,700,000
Fiduciary Net Position 48,400,000 48,400,000 ‐
Net Position (Asset)/Liability $ (1,700,000) $ 2,000,000 $ 3,700,000
11. Retirement Plans – Defined Contribution Plan (ICMARC)
The city contributes to retirement plans on behalf of all eligible employees. The city contributes to the
International City Managers Association Retirement Corp. (ICMARC) Money Purchase Plan for eligible
management (non‐union) and employees in the Service Employees International Union (SEIU)/Oregon
Public Employees Union (OPEU) – Local 199 (represented).
74
City of Tigard, Oregon
Notes to Basic Financial Statements
The city contributes to defined contribution, single employer retirement plans (International City
Managers Association Retirement Corp. (ICMARC)) 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 may 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 $1,280,581 for the year ended June 30, 2015.
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 that 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.
12. Transactions with Clean Water Services of Washington County
The city collects charges for treatment of city sewage and stormwater on behalf of the Clean Water
Services of Washington County and remits all collections to Clean Water Services, except for 16.38% of
sewer service charges collected, 3.98% of sewer connection charges collected and 75% of stormwater
service charges collected, in accordance with an agreement between the city and Clean Water Services.
During fiscal year 2015 the city paid $10,799,644 to Clean Water Services 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 Position. Revenues are reported net
because the city acts in a fiduciary capacity on behalf of Clean Water Services.
13. 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.
75
City of Tigard, Oregon
Notes to Basic Financial Statements
14. Commitments
The city had several contracts outstanding at year‐end. Many of these contracts are recurring services
or providers of supplies. These contracts may be terminated at any time without cause provided the
contractually‐required notification is provided.
The largest commitment at year‐end was an intergovernmental agreement with the City of Lake
Oswego for the Lake Oswego/Tigard Water Partnership. The city’s share of the project is currently
estimated at approximately $132 million. As stated in Note 6, the city issued $97.7 million in revenue
bonds during fiscal year 2012 to partially fund the project. The city issued an additional $30.8 million in
revenue bonds in March 2015 for the continuing water infrastructure needs. This is a multi‐year
project that is anticipated to be complete in fiscal year 2016.
City Hall, Police and Permit Center exterior building restoration project started in fiscal year 2015. This
project was phased over two years. First phase was completed in fiscal year 2015 and the remainder is
to be completed in fiscal year 2016 with an estimated budget for phase two of $1,006,100.
The City of Tigard has entered into two contracts for pavement rehabilitation and crack seal repair for
total of $1,250,000. Both contracts will be completed during the first half of fiscal year 2016.
15. Subsequent Events
On July 9, 2015 the city purchased three property lots and buildings for approximately $525,000 in
downtown Tigard on SW Main Street for urban renewal development. Currently the city is leasing the
property. In connection with these properties the city has entered into a consent judgment with the
State of Oregon Department of Environmental Quality (DEQ) to perform certain pollution remediation
activities only if the city chooses to begin on‐site construction. As of year‐end the city did not have an
obligation to perform any pollution remediation with respect to these properties. On November 24,
2015, the city transferred the three property lots to the City Center Development Agency (Agency). Per
the Purchase and Sale Agreement between the city and the Agency, the purchase price for these
properties is $515,000 (representing the original purchase price for the property paid by the city) or the
amount established by an independent MAI appraisal, whichever is greater, with $1.00 due at closing,
and the balance due on June 30, 2017. In addition, the city has the right to repurchase the properties
any time prior to the Agency paying the full amount of the purchase price.
On September 10, 2015 the city paid approximately $500,000 towards a total purchase price of
$1,400,000 to acquire 28.4 acres for future community park development in the vicinity of River
Terrace. The city has signed a purchase and sale agreement with the property owner to make
payments totaling $1,400,000 over a three year period.
On November 12, 2015 the City Center Development Agency sold three contiguous properties to a
private developer in the amount of $1,650,000 for residential development. CCDA entered into a
Development and Disposition Agreement with the private developer for an urban renewal project.
76
This page intentionally left blank.
Required Supplementary
Information
Variance
Actual with final
Original Final Amounts budget
REVENUES
Taxes 13,404,815$ 13,404,815$ 13,839,370$ 434,555$
Licenses and permits 1,177,412 1,183,212 2,007,953 824,741
Intergovernmental revenues 5,318,600 5,723,204 6,282,888 559,684
Charges for services 2,688,234 2,706,234 2,162,480 (543,754)
Fines and forfeitures 993,232 993,232 794,744 (198,488)
Franchise fees 5,799,632 5,799,632 5,691,960 (107,672)
Interest earnings 103,722 103,722 196,025 92,303
Miscellaneous revenues 55,873 82,989 94,557 11,568
Total revenues 29,541,520 29,997,040 31,069,977 1,072,937
EXPENDITURES
Community services 21,016,260 21,221,280 20,229,847 991,433
Public works 5,865,265 5,974,563 5,417,360 557,203
Community development 3,047,095 3,741,095 3,075,371 665,724
Policy and administration 838,936 838,936 778,840 60,096
Total expenditures 30,767,556 31,775,874 29,501,418 2,274,456
Change in fund balance before
other financing sources (uses)(1,226,036) (1,778,834) 1,568,559 3,347,393
OTHER FINANCING SOURCES (USES)
Interfund loan (254,000) (254,000) (254,000) ‐
Repayment of interfund loan 254,000 254,000 189,264 (64,736)
Transfers out (834,967) (923,892) (893,654) 30,238
Total other financing (uses)(834,967) (923,892) (958,390) (34,498)
Contingency (1,385,000) (780,777) ‐ 780,777
Reserve for future expenditures (6,696,271) (6,696,271) ‐ 6,696,271
Change in fund balance (10,142,274) (10,179,774) 610,169 10,789,943
Fund balance ‐ beginning of the year 10,142,274 10,179,774 11,378,279 1,198,505
Fund balance ‐ end of the year ‐$ ‐$ 11,988,448 11,988,448$
Interfund loans are treated as transfers on a budgetary
basis and as receivables on a GAAP basis 669,531
Fund balance ‐ GAAP basis 12,657,979$
CITY OF TIGARD, OREGON
GENERAL FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
77
Variance
Actual with final
Original Final Amounts budget
REVENUES
State gas tax 2,809,993$ 2,809,993$ 2,837,939$ 27,946$
County gas tax 180,450 180,450 181,584 1,134
Licenses and permits 225 225 343,019 342,794
Interest earnings 55,732 55,732 125,676 69,944
Miscellaneous revenues 61,345 61,345 181,633 120,288
Total revenues 3,107,745 3,107,745 3,669,851 562,106
EXPENDITURES
Public works 2,205,002 2,240,002 2,095,086 144,916
Debt service:
Principal 468,325 468,325 468,325 ‐
Interest 131,351 131,351 131,350 1
Total expenditures 2,804,678 2,839,678 2,694,761 144,917
Change in fund balance before
other financing sources (uses)303,067 268,067 975,090 707,023
OTHER FINANCING SOURCES (USES)
Transfers in 100,000 135,000 100,000 (35,000)
Transfers out (686,133) (948,348) (495,248) 453,100
Total other financing (uses)(586,133) (813,348) (395,248) 418,100
Contingency (70,000) (16,285) ‐ 16,285
Reserve for future expenditures (10,334) (10,334) ‐ 10,334
Change in fund balance (363,400) (571,900) 579,842 1,151,742
Fund balance ‐ Beginning of the year 363,400 571,900 985,270 413,370
Fund balance ‐End of the year ‐$ ‐$ 1,565,112$ 1,565,112$
CITY OF TIGARD, OREGON
for the year ended June 30, 2015
Budgeted Amounts
GAS TAX FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
78
General
Fund
Net change in fund balance ‐ budget basis 610,169$
Budgeted expenditures not qualifying as expenditures or other financing sources under GAAP:
Interfund loans are treated as transfers on a budgetary basis. Such expenditures are
reclassified as receivables on a GAAP basis.
Repayment on internal loans (189,264)
Internal loan proceeds 254,000
674,905$
CITY OF TIGARD, OREGON
NOTES TO REQUIRED SUPPLEMENTARY INFORMATION
BUDGET TO GAAP RECONCILIATION
for the year ended June 30, 2015
Net change in fund balance ‐ GAAP basis
Sections of Oregon Revised Statutes (Oregon Budget Law) require most transactions be 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 discusses the differences between the budget basis and GAAP basis of accounting for the General Fund:
79
CITY OF TIGARD, OREGON
SCHEDULE OF THE PROPORTIONATE SHARE OF THE NET PENSION LIABILITY
for the last two fiscal years
Year Ended
June 30,
(a)
City’s proportion
of the net
pension liability
(asset)
(b)
City’s
proportionate
share of the net
pension liability
(asset)
(c)
City’s covered
payroll
(b/c)
City’s propionate
share of the net
pension liability
(asset) as a
percentage of its
covered payroll
Plan fiduciary net
position as a
percentage of the
total pension
liability
2015 0.07402207% $(1,677,869) $ 6,187,208 ‐27.12% 103.60%
2014 0.07402207% 3,777,455 6,025,900 62.69% 91.97%
Certain amounts presented for each fiscal year were actuarial determined at December 31 and rolled
forward to the measurement date.
This schedule is presented to illustrate the requirements to show information for 10 years. However,
until a full 10‐year trend has been compiled, information is presented only for the years for which the
required supplementary information is available.
80
CITY OF TIGARD, OREGON
SCHEDULE OF PLAN CONTRIBUTIONS
for the last two fiscal years
Year Ended June
30,
(a)
Statutorily
required
contribution
(b)
Contributions in
relation to the
statutorily
required
contribution
(a‐b)
Contribution
deficiency
(excess)
(c)
City’s covered
payroll
(b/c) Contributions
as a percent of
covered payroll
2015 $782,812 $782,812 $ ‐ $ 6,187,208 12.65%
2014 722,108 722,108 ‐ 6,025,900 11.98%
The required contribution amount presented for each fiscal year were actuarial determined at
December 31 and rolled forward to the measurement date.
This schedule is presented to illustrate the requirements to show information for 10 years. However,
until a full 10‐year trend has been compiled, information is presented only for the years for which the
required supplementary information is available.
81
This page intentionally left blank.
Other Supplementary
Information
Special Debt Service Capital Project
Revenue Funds Funds Funds Total
ASSETS
Cash and investments 4,884,584$ 1,229,121$ 10,930,292$ 17,043,997$
Accounts receivable 148,654 ‐ 258,955 407,609
Property taxes receivable ‐ 111,844 ‐ 111,844
Prepaids 11,225 ‐ ‐ 11,225
Assessment liens receivable ‐ 487,359 3,413 490,772
Total assets 5,044,463$ 1,828,324$ 11,192,660$ 18,065,447$
LIABILITIES
Accounts payable 110,826$ ‐$ 2,111,963$ 2,222,789$
Customer deposits 447,239 ‐ ‐ 447,239
Due to other governments 25,370 ‐ ‐ 25,370
Due to other funds 75,000 ‐ ‐ 75,000
Advances from other funds ‐ ‐ 807,178 807,178
Unearned revenue 59,661 ‐ ‐ 59,661
Total liabilities 718,096 ‐ 2,919,141 3,637,237
DEFERRED INFLOWS OF RESOURCES
Resources not yet available:
Property taxes ‐ 93,759 ‐ 93,759
Assessment liens ‐ 487,359 3,413 490,772
Total deferred inflows of resources ‐ 581,118 3,413 584,531
FUND BALANCES
Non‐spendable:
Prepaids 11,225 ‐ ‐ 11,225
Restricted for:
Street maintenance and improvements ‐ ‐ 1,309,758 1,309,758
Debt service ‐ 1,247,206 ‐ 1,247,206
Park improvements ‐ ‐ 4,263,187 4,263,187
Underground utilities ‐ ‐ 498,666 498,666
Building inspection 2,216,753 ‐ ‐ 2,216,753
Police services 216,275 ‐ ‐ 216,275
Library improvements 474,648 ‐ ‐ 474,648
Commited for:
Street maintenance and improvements 38,456 ‐ 1,394,391 1,432,847
Urban forestry 1,369,010 ‐ ‐ 1,369,010
Assigned to:
City facilities ‐ ‐ 1,156,788 1,156,788
Unassigned ‐ ‐ (352,684) (352,684)
Total fund balances 4,326,367 1,247,206 8,270,106 13,843,679
Total liabilities, deferred inflows of
resources and fund balances 5,044,463$ 1,828,324$ 11,192,660$ 18,065,447$
CITY OF TIGARD, OREGON
COMBINING BALANCE SHEET
NONMAJOR GOVERNMENTAL FUNDS
June 30, 2015
82
Special Debt Service Capital Project
Revenue Funds Funds Funds Total
REVENUES
Taxes 558,740$ 2,716,772$ ‐$ 3,275,512$
Special assessments ‐ 35,359 ‐ 35,359
Licenses and permits 1,679,148 ‐ ‐ 1,679,148
Intergovernmental revenues 12,912 ‐ 74,932 87,844
Charges for services 10,740 ‐ 3,130,764 3,141,504
Fines and forfeitures 129,522 ‐ ‐ 129,522
Interest earnings 32,660 56,749 23,291 112,700
Miscellaneous revenues 50,588 8,111 78,847 137,546
Total revenues 2,474,310 2,816,991 3,307,834 8,599,135
EXPENDITURES
Community services 95,788 ‐ ‐ 95,788
Community development 1,565,366 ‐ ‐ 1,565,366
Debt service:
Principal 246,675 1,653,662 ‐ 1,900,337
Interest 69,185 917,703 ‐ 986,888
Capital outlay ‐ ‐ 8,924,317 8,924,317
Total expenditures 1,977,014 2,571,365 8,924,317 13,472,696
Changes in fund balance before
other financing sources (uses)497,296 245,626 (5,616,483) (4,873,561)
OTHER FINANCING SOURCES (USES)
Transfers in 180,000 ‐ 5,898,215 6,078,215
Transfers out (2,187,769) (516,621) (2,352,462) (5,056,852)
Debt proceeds ‐ ‐ 1,300,000 1,300,000
Advances provided by other funds ‐ ‐ 251,617 251,617
Total other financing sources (uses) (2,007,769) (516,621) 5,097,370 2,572,980
Changes in fund balance (1,510,473) (270,995) (519,113) (2,300,581)
Fund Balance ‐ Beginning of the year 5,836,840 1,518,201 8,789,219 16,144,260
Fund Balance ‐ End of the year 4,326,367$ 1,247,206$ 8,270,106$ 13,843,679$
CITY OF TIGARD, OREGON
COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES
NONMAJOR GOVERNMENTAL FUNDS
for the year ended June 30, 2015
83
Special Revenue Funds
The balance sheet and statement of revenues, expenditures and changes in fund balance of the
non‐major 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 special revenue fund.
Major Special Revenue Fund:
Gas Tax Fund – This fund records shared revenues from the State of Oregon and Washington
County taxes on sale of motor vehicle fuel. The city uses these revenues to fund various
construction, reconstruction, improvements, repairs, maintenance and operation of public
highways, roads and streets.
Non‐major Special Revenue Funds:
City Gas Tax Fund – This fund accounts for revenues generated from Tigard’s local gas tax and
funds projects for transportation improvements.
Electrical Inspection Fund – This fund accounts for fees charged for permits, plan check fees
and inspection of electrical improvements.
Building Fund – This fund accounts for fees charged for building inspection and plan review
activities.
Criminal Forfeiture Fund – This fund accounts for funds and property seized from criminals.
Urban Forestry Fund – This fund accounts for funds collected from developers in lieu of
preserving trees, which the city can use to plant trees in public right‐of‐way and other public
properties.
Library Fund – This fund accounts for the amounts received from several donations and
bequests for various special projects and artwork.
City Gas Electrical Criminal Urban
Tax Inspection Building Forfeiture Forestry Library
Fund Fund Fund Fund Fund Fund Total
ASSETS
Cash and investments 16,823$ 188,706$ 2,188,196$ 227,144$ 1,729,478$ 534,237$ 4,884,584$
Accounts receivable 96,633 ‐ 3,234 13,337 35,378 72 148,654
Prepaids ‐ ‐ 11,225 ‐ ‐ ‐ 11,225
Total assets 113,456$ 188,706$ 2,202,655$ 240,481$ 1,764,856$ 534,309$ 5,044,463$
LIABILITIES
Accounts payable ‐$ ‐$ 110,826$ ‐$ ‐$ ‐$ 110,826$
Due to other governments ‐ 603 561 24,206 ‐ ‐ 25,370
Due to other funds 75,000 ‐ ‐ ‐ ‐ ‐ 75,000
Customer deposits ‐ 24,702 26,691 ‐ 395,846 ‐ 447,239
Unearned revenue ‐ ‐ ‐ ‐ ‐ 59,661 59,661
Total liabilities 75,000 25,305 138,078 24,206 395,846 59,661 718,096
FUND BALANCE
Non‐spendable:
Prepaids ‐ ‐ 11,225 ‐ ‐ ‐ 11,225
Restricted for:
Building inspection ‐ 163,401 2,053,352 ‐ ‐ ‐ 2,216,753
Police services ‐ ‐ ‐ 216,275 ‐ ‐ 216,275
Library improvements ‐ ‐ ‐ ‐ ‐ 474,648 474,648
Committed for:
Street maintenance
and improvements 38,456 ‐ ‐ ‐ ‐ ‐ 38,456
Urban forestry ‐ ‐ ‐ ‐ 1,369,010 ‐ 1,369,010
Total fund balances 38,456 163,401 2,064,577 216,275 1,369,010 474,648 4,326,367
Total liabilities and fund
balances 113,456$ 188,706$ 2,202,655$ 240,481$ 1,764,856$ 534,309$ 5,044,463$
CITY OF TIGARD, OREGON
NONMAJOR SPECIAL REVENUE FUNDS
COMBINING BALANCE SHEET
June 30, 2015
84
City Gas Electrical Criminal Urban
Tax Inspection Building Forfeiture Forestry Library
Fund Fund Fund Fund Fund Fund Total
REVENUES
City gas tax 558,740$ ‐$ ‐$ ‐$ ‐$ ‐$ 558,740$
Licenses and permits ‐ 219,264 1,459,884 ‐ ‐ ‐ 1,679,148
Intergovernmental revenues ‐ ‐ 12,912 ‐ ‐ ‐ 12,912
Fines and forfeitures ‐ ‐ ‐ 129,522 ‐ ‐ 129,522
Tree replacement revenue ‐ ‐ ‐ ‐ 10,740 ‐ 10,740
Interest earnings 24,532 ‐ 4,495 ‐ 3,633 ‐ 32,660
Miscellaneous revenues 11,218 ‐ 4,370 ‐ 35,000 ‐ 50,588
Total revenues 594,490 219,264 1,481,661 129,522 49,373 ‐ 2,474,310
EXPENDITURES
Community services ‐ ‐ ‐ 95,788 ‐ ‐ 95,788
Community development ‐ ‐ 1,565,366 ‐ ‐ ‐ 1,565,366
Debt service:‐ ‐ ‐ ‐ ‐ ‐ ‐
Principal 246,675 ‐ ‐ ‐ ‐ ‐ 246,675
Interest 69,185 ‐ ‐ ‐ ‐ ‐ 69,185
Total expenditures 315,860 ‐ 1,565,366 95,788 ‐ ‐ 1,977,014
Changes in fund balance
before other financing
sources (uses)278,630 219,264 (83,705) 33,734 49,373 ‐ 497,296
OTHER FINANCING SOURCES (USES)
Transfers in ‐ ‐ 180,000 ‐ ‐ ‐ 180,000
Transfers out (1,977,108) (180,000) ‐ (437) (30,224) ‐ (2,187,769)
Total other financing
sources (uses)(1,977,108) (180,000) 180,000 (437) (30,224) ‐ (2,007,769)
Changes in fund balance (1,698,478) 39,264 96,295 33,297 19,149 ‐ (1,510,473)
Fund balance ‐ Beginning of the year 1,736,934 124,137 1,968,282 182,978 1,349,861 474,648 5,836,840
Fund balance ‐ End of the year 38,456$ 163,401$ 2,064,577$ 216,275$ 1,369,010$ 474,648$ 4,326,367$
CITY OF TIGARD, OREGON
NONMAJOR SPECIAL REVENUE FUNDS
COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE
for the year ended June 30, 2015
85
Variance
Actual with final
Original Final Amounts budget
REVENUES
City gas tax 739,620$ 739,620$ 558,740$ (180,880)$
State grants 314 314 ‐ (314)
Interest earnings 34,584 34,584 24,532 (10,052)
Miscellaneous revenues 31,735 31,735 11,218 (20,517)
Total revenues 806,253 806,253 594,490 (211,763)
EXPENDITURES
Debt service:
Principal 246,675 246,675 246,675 ‐
Interest 69,185 69,185 69,185 ‐
Total expenditures 315,860 315,860 315,860 ‐
Changes in fund balance before
other financing sources (uses) 490,393 490,393 278,630 (211,763)
OTHER FINANCING SOURCES (USES)
Transfers out (733,125) (1,983,125) (1,977,108) 6,017
Contingency (50,000) (50,000) ‐ 50,000
Reserve for future expenditures (1,238,778) (138,778) ‐ 138,778
Total other financing sources (uses) (2,021,903) (2,171,903) (1,977,108) 194,795
Change in fund balance (1,531,510) (1,681,510) (1,698,478) (16,968)
Fund balance ‐ Beginning of the year 1,531,510 1,681,510 1,736,934 55,424
Fund balance ‐ End of the year ‐$ ‐$ 38,456$ 38,456$
CITY OF TIGARD, OREGON
CITY GAS TAX FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
86
Variance
Actual with final
Original Final Amounts budget
REVENUES
Licenses and permits 191,043$ 191,043$ 219,264$ 28,221$
Interest earnings 1,207 1,207 ‐ (1,207)
Total revenues 192,250 192,250 219,264 27,014
OTHER FINANCING (USES)
Transfers out (180,000) (180,000) (180,000) ‐
Contingency (50,000) (50,000) ‐ 50,000
Reserve for future expenditures (115,431) (115,431) ‐ 115,431
Total other financing (uses)(345,431) (345,431) (180,000) 165,431
Change in fund balance (153,181) (153,181) 39,264 192,445
Fund balance ‐ Beginning of the year 153,181 153,181 124,137 (29,044)
Fund balance ‐ End of the year ‐$ ‐$ 163,401$ 163,401$
CITY OF TIGARD, OREGON
ELECTRICAL INSPECTION FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
87
Variance
Actual with final
Original Final Amounts budget
REVENUES
Licenses and permits 1,579,004$ 1,579,004$ 1,459,884$ (119,120)$
Intergovernmental revenues 8,281 8,281 12,912 4,631
Interest earnings 19,782 19,782 4,495 (15,287)
Miscellaneous revenues 7,958 7,958 4,370 (3,588)
Total revenues 1,615,025 1,615,025 1,481,661 (133,364)
EXPENDITURES
Community development 1,608,518 1,608,518 1,565,366 (43,152)
Change in fund balance before
other financing sources (uses)6,507 6,507 (83,705) (90,212)
OTHER FINANCING SOURCES (USES)
Transfers in 180,000 180,000 180,000 ‐
Contingency (200,000) (200,000) ‐ 200,000
Reserve for future expenditures (2,042,185) (2,042,185) ‐ 2,042,185
Total other financing sources (uses) (2,062,185) (2,062,185) 180,000 2,242,185
Change in fund balance (2,055,678) (2,055,678) 96,295 2,151,973
Fund balance ‐ Beginning of the year 2,055,678 2,055,678 1,968,282 (87,396)
Fund balance ‐ End of the year ‐$ ‐$ 2,064,577$ 2,064,577$
CITY OF TIGARD, OREGON
BUILDING FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
88
Variance
Actual with final
Original Final Amounts budget
REVENUES
Interest earnings 1,892$ 1,892$ ‐$ (1,892)$
Forfeitures 43,000 93,000 129,522 36,522
Total revenues 44,892 94,892 129,522 34,630
EXPENDITURES
Community services 50,000 100,000 95,788 4,212
Change in fund balance before
other financing sources (uses)(5,108) (5,108) 33,734 38,842
OTHER FINANCING SOURCES (USES)
Transfers out (455) (455) (437) 18
Reserve for future expenditures (116,917) (116,917) ‐ 116,917
Total other financing sources (uses)(117,372) (117,372) (437) 116,935
Change in fund balance (122,480) (122,480) 33,297 155,777
Fund balance ‐ Beginning of the year 122,480 122,480 182,978 60,498
Fund balance ‐ End of the year ‐$ ‐$ 216,275$ 216,275$
CITY OF TIGARD, OREGON
CRIMINAL FORFEITURE FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
89
Variance
Actual with final
Original Final Amounts budget
REVENUES
Tree replacement revenue 26,250$ 26,250$ 10,740$ (15,510)$
Interest earnings 4,060 4,060 3,633 (427)
Miscellaneous revenues ‐ ‐ 35,000 35,000
Total revenues 30,310 30,310 49,373 19,063
OTHER FINANCING SOURCES (USES)
Transfers out (250,175) (250,175) (30,224) 219,951
Reserve for future expenditures (901,435) (901,435) ‐ 901,435
Total other financing sources (uses) (1,151,610) (1,151,610) (30,224) 1,121,386
Change in fund balance (1,121,300) (1,121,300) 19,149 1,140,449
Fund balance ‐ Beginning of the year 1,121,300 1,121,300 1,349,861 228,561
Fund balance ‐ End of the year ‐$ ‐$ 1,369,010$ 1,369,010$
CITY OF TIGARD, OREGON
URBAN FORESTRY FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
90
Variance
Actual with final
Original Final Amounts budget
OTHER FINANCING SOURCES (USES)
Transfers out (100,000)$ (100,000)$ ‐$ 100,000$
Reserve for future expenditures (374,648) (374,648) ‐ 374,648
Change in fund balance (474,648) (474,648) ‐ 474,648
Fund balance ‐ Beginning of the year 474,648 474,648 474,648 ‐
Fund balance ‐ End of the year ‐$ ‐$ 474,648$ 474,648$
CITY OF TIGARD, OREGON
LIBRARY FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
91
Debt Service Funds
The balance sheet and statement of revenues, expenditures and changes in fund balance of the non‐
major debt service funds are reported in the combining non‐major governmental fund statements.
Schedules of revenues, expenditures and changes in fund balance — budget and actual — are also
presented for each debt service fund.
Non‐major Debt Service Funds:
Bancroft Bond Debt Service Fund – This fund accounts for payment of Bancroft improvement bond
principal and interest. Revenues are derived from the collection of assessments against benefitted
property and interest earnings.
General Obligation Debt Service Fund – This fund accounts for payment of general obligation bond
principal and interest. Revenues are derived from property taxes and interest earnings.
Urban Renewal Agency Debt Service Fund – This fund accounts for principal and interest payments on
debt for the Tigard Urban Renewal Agency and transfers to the Urban Renewal Agency Capital
Improvement Fund. Revenues are from property taxes and interest earnings.
Bancroft Bond General Urban Renewal
Debt Service Obligation Debt Agency Debt
Fund Service Fund Service Fund Total
ASSETS
Cash and investments 127,229$ 705,853$ 396,039$ 1,229,121$
Property taxes receivable ‐ 97,006 14,838 111,844
Assessment liens receivable 487,359 ‐ ‐ 487,359
Total assets 614,588$ 802,859$ 410,877$ 1,828,324$
DEFERRED INFLOWS OF RESOURCES
Resources not yet available:
Special assessments 487,359$ ‐$ ‐$ 487,359$
Property taxes ‐ 80,319 13,440 93,759
Total deferred inflows of resources 487,359 80,319 13,440 581,118
FUND BALANCES
Restricted for debt service 127,229 722,540 397,437 1,247,206
Total liabilities, deferred inflows of
resources and fund balances 614,588$ 802,859$ 410,877$ 1,828,324$
CITY OF TIGARD, OREGON
NONMAJOR DEBT SERVICE FUNDS
COMBINING BALANCE SHEET
June 30, 2015
92
Bancroft Bond General Urban Renewal
Debt Service Obligation Debt Agency Debt
Fund Service Fund Service Fund Total
REVENUES
Taxes ‐$ 2,366,119$ 350,653$ 2,716,772$
Collection of bonded assessments 35,359 ‐ ‐ 35,359
Interest earnings 44,299 10,787 1,663 56,749
Miscellaneous revenues ‐ 8,006 105 8,111
Total revenues 79,658 2,384,912 352,421 2,816,991
EXPENDITURES
Debt service:
Principal 72,045 1,330,000 251,617 1,653,662
Interest 31,469 864,700 21,534 917,703
Total expenditures 103,514 2,194,700 273,151 2,571,365
Change in fund balance before
other financing sources (uses)(23,856) 190,212 79,270 245,626
OTHER FINANCING SOURCES (USES)
Transfers out (230) ‐ (516,391) (516,621)
Change in fund balance (24,086) 190,212 (437,121) (270,995)
Fund balance ‐ Beginning of the year 151,315 532,328 834,558 1,518,201
Fund balance ‐ End of the year 127,229$ 722,540$ 397,437$ 1,247,206$
CITY OF TIGARD, OREGON
NONMAJOR DEBT SERVICE FUNDS
COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES
for the year ended June 30, 2015
93
Variance
Actual with final
Original Final Amounts budget
REVENUES
Collection of bonded assessments 120,000$ 120,000$ 35,359$ (84,641)$
Interest earnings ‐ ‐ 44,299 44,299
Total revenues 120,000 120,000 79,658 (40,342)
EXPENDITURES
Debt service:
Principal 72,100 72,100 72,045 55
Interest 31,311 31,311 31,469 (158)
Total expenditures 72,100 103,411 103,514 (103)
Change in fund balance before
other financing sources (uses)47,900 16,589 (23,856) (40,445)
OTHER FINANCING SOURCES (USES)
Transfers out (239) (239) (230) 9
Reserve for future expenditures (339,823) (339,823) ‐ 339,823
Total other financing sources (uses)(340,062) (340,062) (230) 339,832
Change in fund balance (292,162) (323,473) (24,086) 299,387
Fund balance ‐ Beginning of the year 323,473 323,473 151,315 (172,158)
Fund balance ‐ End of the year 31,311$ ‐$ 127,229$ 127,229$
CITY OF TIGARD, OREGON
BANCROFT BOND DEBT SERVICE FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
94
Variance
Actual with final
Original Final Amounts budget
REVENUES
Taxes 2,386,688$ 2,386,688$ 2,366,119$ (20,569)$
Interest earnings 4,612 4,612 10,787 6,175
Miscellaneous revenues ‐ ‐ 8,006 8,006
Total revenues 2,391,300 2,391,300 2,384,912 (6,388)
EXPENDITURES
Debt service:
Principal 1,330,000 1,330,000 1,330,000 ‐
Interest 864,701 864,701 864,700 1
Reserve for future expenditures 718,054 718,054 ‐ 718,054
Total expenditures 2,912,755 2,912,755 2,194,700 718,055
Change in fund balance before
other financing sources (uses)(521,455) (521,455) 190,212 711,667
OTHER FINANCING SOURCES (USES)
Transfers out (1,529) (1,529) ‐ 1,529
Change in fund balance (522,984) (522,984) 190,212 713,196
Fund balance ‐ Beginning of the year 522,984 522,984 532,328 9,344
Fund balance ‐ End of the year ‐$ ‐$ 722,540$ 722,540$
CITY OF TIGARD, OREGON
GENERAL OBLIGATION DEBT SERVICE FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
95
Variance
Actual with final
Original Final Amounts budget
REVENUES
Property taxes 351,139$ 351,139$ 350,653$ (486)$
Rental income 84,000 84,000 ‐ (84,000)
Interest earnings 1,000 1,000 1,663 663
Miscellaneous revenues ‐ ‐ 105 105
Total revenues 436,139 436,139 352,421 (83,718)
EXPENDITURES
*Debt service:
Principal 455,000 455,000 251,617 (203,383)
Interest ‐ ‐ 21,534 21,534
Reserve for future expenditure 95,639 95,639 ‐ (95,639)
Total expenditures 550,639 550,639 273,151 (277,488)
Change in fund balance before
other financing sources (uses)(114,500) (114,500) 79,270 193,770
OTHER FINANCING SOURCES (USES)
Transfers out (675,000) (675,000) (516,391) 158,609
Change in fund balance (789,500) (789,500) (437,121) 352,379
Fund balance ‐ Beginning of the year 789,500 789,500 834,558 45,058
Fund balance ‐ End of the year ‐$ ‐$ 397,437$ 397,437$
* Budget appropriation for the City's Urban Renewal Agency is made at the debt service program level.
CITY OF TIGARD, OREGON
URBAN RENEWAL AGENCY DEBT SERVICE FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
96
This page intentionally left blank.
Capital Project Funds
Combining statements for all individual non‐major capital projects funds are reported here. The
combined totals are reported in the combining non‐major governmental fund statements.
Schedules of revenues, expenditures and changes in fund balance— budget and actual — are also
presented here for each capital projects fund.
Non‐major Capital Projects Funds:
Facility Fund – Accounts for major city owned facility improvements. Resources are primarily transfers
in from the General Fund.
Transportation Development Tax Fund – Accounts for traffic impact fees collected on roads within the
city’s urban service areas. This fund replaced theTraffic Impact Fee Fund starting July 1, 2009. Funds will
be used for highways and transit capital improvements in the city’s Capital Improvement Plan.
Traffic Impact Fee Fund – Accounts for traffic impact fees collected on roads within the city’s urban
service areas prior to July 1, 2009. As of June 30, 2015, this fund was closed and the remaining balance
in this fund was transferred to the Transportation Development Tax Fund.
Underground Utility Fund – Accounts for resources received from developers for future underground
utility improvements.
Street Maintenance Fee Fund – Accounts for revenues and expenditures for the Street Maintenance
Fee. This fee provides revenue designated for use in the maintenance of existing city streets.
Parks Capital Fund – Accounts for revenues earmarked for improvements to park and recreational
facilities within the city. Resources are primarily transfers in of system development charges and other
funds and grants and donations. Expenditures consist of various park, trail development and open space
acquisition projects.
Parks Bond Fund – Accounts for the voter approved a $17 million parks bond debt issued for purchase
of land and green spaces to develop city parks.
Parks System Development Charges (SDC) Fund – Accounts for revenues associated with the collection
of Parks System Development Charges. Resources are used to fund the acquisition, development and
expansion of additional recreation spaces and facilities that are included in the city’s Park Master Plan.
Transportation Capital Improvement Project Fund– Accounts for capital improvement projects funded
with transportation revenues; including Gas Tax, Traffic Impact Fees and Transportation Development
Tax.
Urban Renewal Agency Capital Improvement Fund – This fund was established in FY 2007–08 for the
creation of a new urban renewal agency to improve downtown Tigard. Expenses are for capital
improvements within the urban renewal plan. Resources are from financing proceeds or transfers in
from the Urban Renewal Debt Service Fund.
This page intentionally left blank.
Transportation Underground Street
Facility Development Utility Maintenance
Fund Tax Fund Fund Fee Fund
ASSETS
Cash and investments 1,181,479$ 1,147,895$ 498,566$ 1,369,677$
Accounts receivable 247 304 100 238,594
Assessments liens receivable ‐ 3,413 ‐ ‐
Total assets 1,181,726$ 1,151,612$ 498,666$ 1,608,271$
LIABILITIES
Accounts payable and accrued liabilities 24,938$ ‐$ ‐$ 213,880$
Advances from other funds‐interfund loans ‐ ‐ ‐ ‐
Total liabilities 24,938 ‐ ‐ 213,880
DEFERRED INFLOWS OF RESOURCES
Unavailable revenue ‐ special assessments ‐ 3,413 ‐ ‐
FUND BALANCES (DEFICIT)
Restricted for:
Street maintenance and improvements ‐ 1,148,199 ‐ ‐
Park improvements ‐ ‐ ‐ ‐
Underground utilities ‐ ‐ 498,666 ‐
Committed for:
Street maintenance and improvements ‐ ‐ ‐ 1,394,391
Assigned to:
City facilities 1,156,788 ‐ ‐ ‐
Unassigned ‐ ‐ ‐ ‐
Total fund balances (deficit)1,156,788 1,148,199 498,666 1,394,391
Total liabilities, deferred inflows of
resources and fund balance 1,181,726$ 1,151,612$ 498,666$ 1,608,271$
CITY OF TIGARD, OREGON
CAPITAL PROJECTS FUNDS
COMBINING BALANCE SHEET
June 30, 2015
97
Transportation
Parks Parks Parks Capital Urban Renewal
Capital Bond SDC Improvement Agency Capital
Fund Fund Fund Fund Projects Fund Total
495,429$ 2,162,990$ 1,731,429$ 1,789,865$ 552,962$ 10,930,292$
460 ‐ 390 18,860 ‐ 258,955
‐ ‐ ‐ ‐ ‐ 3,413
495,889$ 2,162,990$ 1,731,819$ 1,808,725$ 552,962$ 11,192,660$
127,511$ ‐$ ‐$ 1,647,166$ 98,468$ 2,111,963$
‐ ‐ ‐ ‐ 807,178 807,178
127,511 ‐ ‐ 1,647,166 905,646 2,919,141
‐ ‐ ‐ ‐ ‐ 3,413
‐ ‐ ‐ 161,559 ‐ 1,309,758
368,378 2,162,990 1,731,819 ‐ ‐ 4,263,187
‐ ‐ ‐ ‐ ‐ 498,666
‐ ‐ ‐ ‐ ‐ 1,394,391
‐ ‐ ‐ ‐ ‐ 1,156,788
‐ ‐ ‐ ‐ (352,684) (352,684)
368,378 2,162,990 1,731,819 161,559 (352,684) 8,270,106
495,889$ 2,162,990$ 1,731,819$ 1,808,725$ 552,962$ 11,192,660$
98
Transportation Underground
Facility Development Traffic Impact Utility
Fund Tax Fund Fee Fund Fund
REVENUES
Charges for services ‐$ 435,910$ 4,994$ 43,648$
Intergovernmental revenues ‐ ‐ ‐ ‐
Interest earnings 2,042 2,824 730 1,091
Miscellaneous revenues 35 ‐ ‐ ‐
Total revenues 2,077 438,734 5,724 44,739
EXPENDITURES
Capital projects 673,671 6,752 ‐ ‐
Change in fund balance before
other financing sources (uses)(671,594) 431,982 5,724 44,739
OTHER FINANCING SOURCES (USES)
Transfers in 931,618 47,038 ‐ ‐
Transfers out (8,402) (805,570) (512,623) (122,652)
Debt proceeds ‐ ‐ ‐ ‐
Advances provided by other funds ‐ ‐ ‐ ‐
Total other financing sources (uses) 923,216 (758,532) (512,623) (122,652)
Change in fund balance 251,622 (326,550) (506,899) (77,913)
Fund balance ‐ Beginning of the year 905,166 1,474,749 506,899 576,579
Fund balance ‐ End of the year 1,156,788$ 1,148,199$ ‐$ 498,666$
for the year ended June 30, 2015
CITY OF TIGARD, OREGON
CAPITAL PROJECTS FUNDS
COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE
99
Transportation
Street Parks Parks Parks Capital Urban Renewal
Maintenance Capital Bond SDC Improvement Agency Capital
Fee Fund Fund Fund Fund Fund Projects Fund Total
2,120,672$ ‐$ ‐$ 525,540$ ‐$ ‐$ 3,130,764$
‐ 16,000 ‐ ‐ 33,932 25,000 74,932
‐ 1,063 11,544 3,997 ‐ ‐ 23,291
96 444 ‐ ‐ 115 78,157 78,847
2,120,768 17,507 11,544 529,537 34,047 103,157 3,307,834
1,893,198 652,372 ‐ 6,752 3,920,648 1,770,924 8,924,317
227,570 (634,865) 11,544 522,785 (3,886,601) (1,667,767) (5,616,483)
‐ 559,459 ‐ ‐ 3,843,709 516,391 5,898,215
(203,617) (53,710) (243,622) (359,386) (42,880) ‐ (2,352,462)
‐ ‐ ‐ ‐ ‐ 1,300,000 1,300,000
‐ ‐ ‐ ‐ ‐ 251,617 251,617
(203,617) 505,749 (243,622) (359,386) 3,800,829 2,068,008 5,097,370
23,953 (129,116) (232,078) 163,399 (85,772) 400,241 (519,113)
1,370,438 497,494 2,395,068 1,568,420 247,331 (752,925) 8,789,219
1,394,391$ 368,378$ 2,162,990$ 1,731,819$ 161,559$ (352,684)$ 8,270,106$
100
Variance
Actual with final
Original Final Amounts budget
REVENUES
Interest earnings 3,212$ 3,212$ 2,042$ (1,170)$
Miscellaneous revenues ‐ ‐ 35 35
Total revenues 3,212 3,212 2,077 (1,135)
EXPENDITURES
Capital projects 674,900 974,900 673,671 301,229
Change in fund balance before
other financing sources (uses)(671,688) (971,688) (671,594) 300,094
OTHER FINANCING SOURCES (USES)
Transfers in 1,031,891 1,031,891 931,618 (100,273)
Transfers out (8,742) (8,742) (8,402) 340
Contingency (50,000) (50,000) ‐ 50,000
Reserve for future expenditures (1,179,896) (879,896) ‐ 879,896
Total other financing sources (uses)(206,747) 93,253 923,216 829,963
Change in fund balance (878,435) (878,435) 251,622 1,130,057
Fund balance ‐ Beginning of the year 878,435 878,435 905,166 26,731
Fund balance ‐ End of the year ‐$ ‐$ 1,156,788$ 1,156,788$
CITY OF TIGARD, OREGON
FACILITY FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
101
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 556,996$ 556,996$ 435,910$ (121,086)$
Interest earnings 11,279 11,279 2,824 (8,455)
Total revenues 568,275 568,275 438,734 (129,541)
EXPENDITURES
Capital projects 12,000 12,000 6,752 5,248
Change in fund balance before
other financing sources (uses)556,275 556,275 431,982 (124,293)
OTHER FINANCING SOURCES (USES)
Transfers in ‐ ‐ 47,038 47,038
Transfers out (781,124) (805,578) (805,570) 8
Contingency (250,000) (225,546) ‐ 225,546
Reserve for future expenditures (913,475) (913,475) ‐ 913,475
Total other financing sources (uses)(1,944,599) (1,944,599) (758,532) 1,186,067
Change in fund balance (1,388,324) (1,388,324) (326,550) 1,061,774
Fund balance ‐ Beginning of the year 1,388,324 1,388,324 1,474,749 86,425
Fund balance ‐ End of the year ‐$ ‐$ 1,148,199$ 1,148,199$
CITY OF TIGARD, OREGON
TRANSPORTATION DEVELOPMENT TAX FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
102
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services ‐$ ‐$ 4,994$ 4,994$
Interest earnings ‐ ‐ 730 730
Total revenues ‐ ‐ 5,724 5,724
OTHER FINANCING SOURCES (USES)
Transfers out (355,923) (465,923) (512,623) (46,700)
Change in fund balance (355,923) (465,923) (506,899) (40,976)
Fund balance ‐ Beginning of the year 355,923 465,923 506,899 40,976
Fund balance ‐ End of the year ‐$ ‐$ ‐$ ‐$
CITY OF TIGARD, OREGON
TRAFFIC IMPACT FEE FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
103
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 35,574$ 35,574$ 43,648$ 8,074$
Interest earnings 7,160 7,160 1,091 (6,069)
Total revenues 42,734 42,734 44,739 2,005
OTHER FINANCING SOURCES (USES)
Transfer out (205,057) (205,057) (122,652) 82,405
Contingency (50,000) (50,000) ‐ 50,000
Reserve for future expenditures (314,509) (314,509) ‐ 314,509
Total other financing sources (uses)(569,566) (569,566) (122,652) 446,914
Change in fund balance (526,832) (526,832) (77,913) 448,919
Fund balance ‐ Beginning of the year 526,832 526,832 576,579 49,747
Fund balance ‐ End of the year ‐$ ‐$ 498,666$ 498,666$
Budgeted Amounts
CITY OF TIGARD, OREGON
UNDERGROUND UTILITY FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
104
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 1,999,623$ 1,999,623$ 2,120,672$ 121,049$
Interest earnings 2,043 2,043 ‐ (2,043)
Miscellaneous revenues 1,286 1,286 96 (1,190)
Total revenues 2,002,952 2,002,952 2,120,768 117,816
EXPENDITURES
Capital projects 1,900,000 1,900,000 1,893,198 6,802
Change in fund balance before
other financing sources (uses)102,952 102,952 227,570 124,618
OTHER FINANCING SOURCES (USES)
Transfers out (207,805) (207,805) (203,617) 4,188
Contingency (200,000) (200,000) ‐ 200,000
Reserve for future expenditures (1,012,933) (1,012,933) ‐ 1,012,933
Total other financing sources (uses) (1,420,738) (1,420,738) (203,617) 1,217,121
Change in fund balance (1,317,786) (1,317,786) 23,953 1,341,739
Fund balance ‐ Beginning of the year 1,317,786 1,317,786 1,370,438 52,652
Fund balance ‐ End of the year ‐$ ‐$ 1,394,391$ 1,394,391$
CITY OF TIGARD, OREGON
STREET MAINTENANCE FEE FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
105
Variance
Actual with final
Original Final Amounts budget
REVENUES
Intergovernmental revenues 41,506$ 57,506$ 16,000$ (41,506)$
Interest earnings 3,015 3,015 1,063 (1,952)
Miscellaneous revenues ‐ ‐ 444 444
Total revenues 44,521 60,521 17,507 (43,014)
EXPENDITURES
Capital projects 3,042,949 3,475,834 652,372 2,823,462
Change in fund balance before
other financing sources (uses)(2,998,428) (3,415,313) (634,865) 2,780,448
OTHER FINANCING SOURCES (USES)
Transfers in 3,042,949 3,459,834 559,459 (2,900,375)
Transfers out (55,881) (55,881) (53,710) 2,171
Reserve for future expenditures (163,149) (163,149) ‐ 163,149
Total other financing sources (uses)2,823,919 3,240,804 505,749 (2,735,055)
Change in fund balance (174,509) (174,509) (129,116) 45,393
Fund balance ‐ Beginning of the year 174,509 174,509 497,494 322,985
Fund balance ‐ End of the year ‐$ ‐$ 368,378$ 368,378$
CITY OF TIGARD, OREGON
PARKS CAPITAL FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
106
Variance
Actual with final
Original Final Amounts budget
REVENUES
Interest earnings 4,020$ 4,020$ 11,544$ 7,524$
OTHER FINANCING SOURCES (USES)
Transfers out (1,997,143) (2,277,143) (243,622) 2,033,521
Reserve for future expenditures (353,472) (353,472) ‐ 353,472
Total other financing sources (uses) (2,350,615) (2,630,615) (243,622) 2,386,993
Change in fund balance (2,346,595) (2,626,595) (232,078) 2,394,517
Fund balance ‐ Beginning of the year 2,346,595 2,626,595 2,395,068 (231,527)
Fund balance ‐ End of the year ‐$ ‐$ 2,162,990$ 2,162,990$
CITY OF TIGARD, OREGON
PARKS BOND FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
107
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 476,336$ 476,336$ 525,540$ 49,204$
Interest earnings 19,782 19,782 3,997 (15,785)
Total revenues 496,118 496,118 529,537 33,419
EXPENDITURES
Capital projects 12,000 12,000 6,752 5,248
Change in fund balance
before other financing sources (uses) 484,118 484,118 522,785 38,667
OTHER FINANCING SOURCES (USES)
Transfers out (1,127,217) (1,219,602) (359,386) 860,216
Contingency (75,000) 17,385 ‐ (17,385)
Reserve for future expenditures (405,912) (405,912) ‐ 405,912
Total other financing sources (uses) (1,608,129) (1,608,129) (359,386) 1,248,743
Change in fund balance (1,124,011) (1,124,011) 163,399 1,287,410
Fund balance ‐ Beginning of the year 1,124,011 1,124,011 1,568,420 444,409
Fund balance ‐ End of the year ‐$ ‐$ 1,731,819$ 1,731,819$
Budgeted Amounts
CITY OF TIGARD, OREGON
PARKS SDC FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
108
Variance
Actual with final
Original Final Amounts budget
REVENUES
Intergovernmental revenues 200,000$ 200,000$ 33,932$ (166,068)$
Miscellaneous revenues ‐ ‐ 115 115
Total revenues 200,000 200,000 34,047 (165,953)
EXPENDITURES
Capital projects 3,008,136 4,613,480 3,920,648 692,832
Change in fund balance before
other financing sources (uses)(2,808,136) (4,413,480) (3,886,601) 526,879
OTHER FINANCING SOURCES (USES)
Transfers in 2,810,443 4,415,787 3,843,709 (572,078)
Transfers out (44,613) (44,613) (42,880) 1,733
Reserve for future expenditures (314,116) (314,116) ‐ 314,116
Total other financing sources (uses) 2,451,714 4,057,058 3,800,829 (256,229)
Change in fund balance (356,422) (356,422) (85,772) 270,650
Fund balance ‐ Beginning of the year 356,422 356,422 247,331 (109,091)
Fund balance ‐ End of the year ‐$ ‐$ 161,559$ 161,559$
CITY OF TIGARD, OREGON
TRANSPORTATION CIP FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
109
Variance
Actual with final
Original Final Amounts budget
REVENUES
Intergovernmental revenues 254,000$ 254,000$ 25,000$ (229,000)$
Miscellaneous revenues ‐ ‐ 78,157 78,157
Total revenues 254,000 254,000 103,157 (150,843)
EXPENDITURES
Capital projects 929,000 2,291,000 1,770,924 520,076
Change in fund balance before
other financing sources (uses)(675,000) (2,037,000) (1,667,767) 369,233
OTHER FINANCING SOURCES (USES)
Transfers in 675,000 675,000 516,391 (158,609)
Debt proceeds ‐ 1,330,000 1,554,000 224,000
Total other financing sources (uses)675,000 2,005,000 2,070,391 65,391
Change in fund balance ‐ (32,000) 402,624 434,624
Fund balance ‐ Beginning of the year ‐ 32,000 51,870 19,870
Fund balance ‐ End of the year ‐$ ‐$ 454,494 454,494$
Reconciliation of budgetary fund balance
to GAAP basis fund balance:
Budgeted resources not qualifying as revenues or other
financing sources under GAAP:
Interfund loans are treated as revenue on a
budgetary basis. Transfers in are reclassified
as payables on a GAAP basis.(807,178)
Fund balance ‐ GAAP basis (352,684)$
CITY OF TIGARD, OREGON
URBAN RENEWAL AGENCY CAPITAL PROJECT FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
110
This page intentionally left blank.
Enterprise Funds
For GAAP reporting purposes, the city reports three proprietary funds as major funds. These
funds are the Sanitary Sewer Fund, the Stormwater Fund (which consists of the Stormwater
Fund and the Water Quality/Quantity Fund) and the Water Fund (which includes the Water
Fund, Water SDC Fund, Water CIP Fund and Water Debt Service Fund). For budgetary and legal
purposes, these funds are accounted for separately as listed below.
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 position — budget and actual are presented
here for each individual enterprise fund as required by Oregon regulations.
Sanitary Sewer Fund – Accounts for the city’s sewer utility operations.
Stormwater Fund – Accounts for the city’s storm drainage operations and includes the
following fund:
Water Quality/Quantity Fund – Accounts for the fees charged to new
development for the additional impact on the stormwater system.
Water Fund – Accounts for the city’s water utility operations and includes the following funds:
Water SDC Fund – Accounts for the water impact fees charged to new
development.
Water CIP Fund – Accounts for capital projects to expand or improve the city’s
water system infrastructure.
Water Debt Service Fund – Accounts for debt service on the water revenue
bonds and long‐term note.
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 2,096,904$ 2,096,904$ 1,773,388$ (323,516)$
Connection fees 74,506 74,506 43,872 (30,634)
Interest earnings 100,333 100,333 12,319 (88,014)
Miscellaneous revenues 141,674 141,674 36,512 (105,162)
Total revenues 2,413,417 2,413,417 1,866,091 (547,326)
EXPENDITURES
Public works 1,946,260 1,974,545 1,864,272 110,273
Capital projects 2,944,011 2,996,061 1,443,267 1,552,794
Total expenditures 4,890,271 4,970,606 3,307,539 1,663,067
Change in fund balance before
other financing sources (uses)(2,476,854) (2,557,189) (1,441,448) 1,115,741
OTHER FINANCING SOURCES (USES)
Transfers in 1,369,900 1,369,900 442,909 (926,991)
Transfers out (79,849) (106,759) (51,481) 55,278
Repayment on interfund loan ‐ ‐ 62,353 62,353
Contingency (400,000) (344,805) ‐ 344,805
Reserve for future expenditures (2,979,925) (2,979,925) ‐ 2,979,925
Total other financing sources (uses) (2,089,874) (2,061,589) 453,781 2,515,370
Change in fund balance (4,566,728) (4,618,778) (987,667) 3,631,111
Fund balance ‐ Beginning of the year 4,566,728 4,618,778 5,230,317 611,539
Fund balance ‐ End of the year ‐$ ‐$ 4,242,650$ 4,242,650$
CITY OF TIGARD, OREGON
SANITARY SEWER FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
111
Operating and
Non‐Operating
Revenues
Expenditures /
Expenses
Budgetary basis 2,371,353$ 3,359,020$
Unavailable revenue (30,346) ‐
Contributed capital 254,520 ‐
Interfund loan payments (62,353) ‐
Compensated absences ‐ (4,063)
Expenditures capitalized ‐ (1,406,540)
Depreciation expense ‐ 617,083
Net OPEB obligation ‐ 4,689
Operating and non‐operating revenue
and expenses ‐ GAAP basis 2,533,174$ 2,570,189$
CITY OF TIGARD, OREGON
SANITARY SEWER FUND
RECONCILIATION OF BUDGETARY REVENUES AND EXPENDITURES
TO PROPRIETARY REVENUES AND EXPENSES
for the year ended June 30, 2015
112
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 3,034,291$ 3,034,291$ 2,899,180$ (135,111)$
Interest earnings 7,936 7,936 8,420 484
Miscellaneous revenues 3,069 3,069 1,735 (1,334)
Total revenues 3,045,296 3,045,296 2,909,335 (135,961)
EXPENDITURES
Public works 1,580,912 1,634,362 1,471,734 162,628
Capital projects 338,873 367,873 252,980 114,893
Total expenditures 1,919,785 2,002,235 1,724,714 277,521
Change in fund balance before
other financing sources (uses)1,125,511 1,043,061 1,184,621 141,560
OTHER FINANCING SOURCES (USES)
Transfers out (350,956) (350,956) (100,438) 250,518
Contingency (150,000) (90,050) ‐ 90,050
Reserve for future expenditures (4,420,300) (4,420,300) ‐ 4,420,300
Total other financing sources (uses) (4,921,256) (4,861,306) (100,438) 4,760,868
Change in fund balance (3,795,745) (3,818,245) 1,084,183 4,902,428
Fund balance ‐ Beginning of the year 3,795,745 3,818,245 3,538,989 (279,256)
Fund balance ‐ End of the year ‐$ ‐$ 4,623,172$ 4,623,172$
CITY OF TIGARD, OREGON
STORMWATER FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
113
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 9,713$ 9,713$ 5,275$ (4,438)$
Interest earnings 15,102 15,102 2,650 (12,452)
Total revenues 24,815 24,815 7,925 (16,890)
OTHER FINANCING SOURCES (USES)
Transfers out (439,200) (439,200) ‐ 439,200
Contingency (25,000) (25,000) ‐ 25,000
Reserve for future expenditures (760,440) (760,440) ‐ 760,440
Total other financing sources (uses)(1,224,640) (1,224,640) ‐ 1,224,640
Change in fund balance (1,199,825) (1,199,825) 7,925 1,207,750
Fund balance ‐ Beginning of the year 1,199,825 1,199,825 1,253,044 53,219
Fund balance ‐ End of the year ‐$ ‐$ 1,260,969$ 1,260,969$
CITY OF TIGARD, OREGON
WATER QUALITY/QUANTITY FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
114
Operating and
Non‐operating Expenditures/
Revenues Expenses
Stormwater 2,909,335$ 1,825,152$
Water Quality / Quantity 7,925 ‐
Total, budgetary basis 2,917,260 1,825,152
Contributed capital 47,400 ‐
Compensated absences ‐ 5,915
Expenditures capitalized ‐ (127,842)
Depreciation expense ‐ 469,261
Net OPEB obligation ‐ 5,541
Operating and non‐operating
revenue and expenses ‐ GAAP basis 2,964,660$ 2,178,027$
CITY OF TIGARD, OREGON
STORMWATER FUNDS
RECONCILIATION OF BUDGETARY REVENUES AND EXPENDITURES
TO PROPRIETARY REVENUES AND EXPENSES
for the year ended June 30, 2015
115
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 16,722,680$ 16,722,680$ 18,804,645$ 2,081,965$
Interest earnings 30,644 30,644 38,550 7,906
Miscellaneous revenues 10,825 10,825 24,193 13,368
Total revenues 16,764,149 16,764,149 18,867,388 2,103,239
EXPENDITURES
Public works 8,376,282 8,376,282 7,177,970 1,198,312
Change in fund balance before
other financing sources (uses)8,387,867 8,387,867 11,689,418 3,301,551
OTHER FINANCING SOURCES (USES)
Transfers in 58,751 58,751 58,751 ‐
Transfers out (5,767,077) (5,814,667) (5,014,056) 800,611
Contingency (500,000) (452,410) ‐ 452,410
Reserve for future expenditures (18,305,498) (18,305,498) ‐ 18,305,498
Total other financing sources (uses) (24,513,824) (24,513,824) (4,955,305) 19,558,519
Change in fund balance (16,125,957) (16,125,957) 6,734,113 22,860,070
Fund balance ‐ Beginning of the year 16,125,957 16,125,957 16,233,500 107,543
Fund balance ‐ End of the year ‐$ ‐$ 22,967,613$ 22,967,613$
CITY OF TIGARD, OREGON
WATER FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
116
Variance
Actual with final
Original Final Amounts budget
REVENUES
System development charges 943,805$ 943,805$ 812,749$ (131,056)$
Interest earnings 233 233 9,294 9,061
Total revenues 944,038 944,038 822,043 (121,995)
OTHER FINANCING SOURCES (USES)
Transfers out (345,263) (345,263) (160,448) 184,815
Contingency (100,000) (100,000) ‐ 100,000
Reserve for future expenditures (3,359,615) (3,359,615) ‐ 3,359,615
Total other financing sources (uses) (3,804,878) (3,804,878) (160,448) 3,644,430
Change in fund balance (2,860,840) (2,860,840) 661,595 3,522,435
Fund balance ‐ Beginning of the year 2,860,840 2,860,840 3,910,001 1,049,161
Fund balance ‐ End of the year ‐$ ‐$ 4,571,596$ 4,571,596$
CITY OF TIGARD, OREGON
WATER SDC FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
117
Variance
Actual with final
Original Final Amounts budget
REVENUES
Interest earnings 13,096$ 13,096$ 25,882$ 12,786$
Miscellaneous revenues 5,265 5,265 115,463 110,198
Total revenues 18,361 18,361 141,345 122,984
EXPENDITURES
Capital projects 80,910,333 80,910,333 66,374,763 14,535,570
Change in fund balance before
other financing sources (uses)(80,891,972) (80,891,972) (66,233,418) 14,658,554
OTHER FINANCING SOURCES (USES)
Transfers in 1,233,104 1,233,104 212,854 (1,020,250)
Transfers out (215,650) (215,650) (215,650) ‐
Reserve for future expenditures (15,485,106) (15,485,106) ‐ 15,485,106
Debt proceeds 52,000,000 52,000,000 35,259,380 (16,740,620)
Total other financing sources (uses) 37,532,348 37,532,348 35,256,584 (2,275,764)
Change in fund balance (43,359,624) (43,359,624) (30,976,834) 12,382,790
Fund balance ‐ Beginning of the year 43,359,624 43,359,624 48,200,049 4,840,425
Fund balance ‐ End of the year ‐$ ‐$ 17,223,215$ 17,223,215$
CITY OF TIGARD, OREGON
WATER CIP FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
118
Variance
Actual with final
Original Final Amounts budget
REVENUES
Interest earnings ‐$ ‐$ 34,370$ 34,370$
EXPENDITURES
Debt service:
Principal 95,150 95,150 95,150 ‐
Interest 4,785,883 4,785,883 4,785,883 ‐
Total expenditures 4,881,033 4,881,033 4,881,033 ‐
Change in fund balance before
other financing sources (uses)(4,881,033) (4,881,033) (4,846,663) 34,370
OTHER FINANCING SOURCES (USES)
Transfers in 4,719,850 4,719,850 4,883,926 164,076
Transfers out (3,010) (3,010) ‐ 3,010
Reserve for future expenditures (6,441,608) (6,441,608) ‐ 6,441,608
Total other financing sources (uses) (1,724,768) (1,724,768) 4,883,926 6,608,694
Change in fund balance (6,605,801) (6,605,801) 37,263 6,643,064
Fund balance ‐ Beginning of the year 6,605,801 6,605,801 6,641,441 35,640
Fund balance ‐ End of the year ‐$ ‐$ 6,678,704$ 6,678,704$
CITY OF TIGARD, OREGON
WATER DEBT SERVICE FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
119
Operating and
Non‐operating Expenditures /
Revenues Expenses
Water 18,926,139$ 12,192,026$
Water SDC 822,043 160,448
Water CIP 35,613,579 66,590,413
Water Debt Service 4,918,296 4,881,033
Total, budgetary basis 60,280,057 83,823,920
Proceeds on long‐term debt (30,810,000) ‐
Premium on long‐term debt (4,449,380) ‐
Contributed capital 933,226 ‐
Elimination of water interfund transfers (5,096,780) (5,096,780)
Compensated absences ‐ 13,989
Expenditures capitalized ‐ (66,352,567)
Principal payments ‐ (95,150)
Accrued interest ‐ 407,662
Amortization of bond premium ‐ (512,913)
Interest capitalized ‐ (2,413,909)
Depreciation expense ‐ 1,347,522
Net OPEB obligation ‐ 11,082
Operating and non‐operating
revenue and expenses ‐ GAAP basis 20,857,123$ 11,132,856$
CITY OF TIGARD, OREGON
WATER FUNDS
RECONCILIATION OF BUDGETARY REVENUES AND EXPENDITURES
TO PROPRIETARY REVENUES AND EXPENSES
for the year ended June 30, 2015
120
Total Total Total
Sanitary Sewer Stormwater Water
Sanitary Sewer Fund 4,242,650$ ‐$ ‐$
Stormwater Fund ‐ 4,623,172 ‐
Water Quality /Quantity Fund ‐ 1,260,969 ‐
Water Fund ‐ ‐ 22,967,613
Water SDC Fund ‐ ‐ 4,571,596
Water CIP Fund ‐ ‐ 17,223,215
Water Debt Service Fund ‐ ‐ 6,678,704
Fund balance ‐ budget basis 4,242,650 5,884,141 51,441,128
Adjustments from budgetary basis to
generally accepted accounting principles basis:
Capital assets, net 17,563,209 10,270,476 171,787,680
Sewer funds payable (21,780) ‐ ‐
Assets held for resale 185,021 260,021 ‐
Unavailable revenue 100,651 ‐ ‐
Compensated absences (23,866) (26,263) (114,963)
Long‐term debt ‐ ‐ (141,749,110)
Accrued interest payable ‐ ‐ (2,412,786)
Interfund loans 137,647 ‐ ‐
OPEB obligation (34,898) (39,442) (75,422)
Total Net Position ‐ GAAP basis 22,148,634$ 16,348,933$ 78,876,527$
CITY OF TIGARD, OREGON
ENTERPRISE FUNDS
RECONCILIATION OF BUDGETARY FUND BALANCE TO
GENERALLY ACCEPTED ACCOUNTING PRINCIPLES BASIS NET POSITION
June 30, 2015
121
This page intentionally left blank.
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 position — budget and actual — are
presented here for each internal service fund as required by Oregon regulations.
Internal Service Funds:
Central Services Fund – Accounts for the central administrative functions within the city.
Expenditures are primarily payroll and related expenses for city policy and administration
functions. Resources are charges for services to city departments and internal customers.
Fleet/Property Management Fund – Accounts for activity related to the fleet maintenance and
property management divisions in the city. Resources are charges for services to city
departments and internal customers.
Insurance Fund – Accounts for the city’s risk management program and insurance coverage
premiums and related costs to help reduce the overall insurance cost to the city. Resources are
primarily refunds of prior years’ premiums.
Central Fleet/Property
Services Management Insurance
Fund Fund Fund Total
ASSETS
Cash and investments 1,030,602$ 227,122$ 888,809$ 2,146,533$
Accounts Receivable 26,675 ‐ ‐ 26,675
Prepaids 82,636 7,000 ‐ 89,636
Inventory ‐ 43,931 ‐ 43,931
Total assets 1,139,913 278,053 888,809 2,306,775
LIABILITIES
Accounts payable and accrued liabilities 367,979 136,099 ‐ 504,078
Unearned revenue 16,451 ‐ ‐ 16,451
Accrued compensated absences 250,430 39,468 ‐ 289,898
Net OPEB obligation 258,544 20,806 ‐ 279,350
Total liabilities 893,404 196,373 ‐ 1,089,777
NET POSITION
Net position, unrestricted 246,509$ 81,680$ 888,809$ 1,216,998$
CITY OF TIGARD, OREGON
INTERNAL SERVICE FUNDS
COMBINING STATEMENT OF NET POSITION
June 30, 2015
122
Central Fleet/Property
Services Management Insurance
Fund Fund Fund Total
OPERATING REVENUES
Charges for services 6,322,490$ 1,560,590$ ‐$ 7,883,080$
Miscellaneous revenues 74,989 3,283 44,272 122,544
Total operating revenues 6,397,479 1,563,873 44,272 8,005,624
OPERATING EXPENSES
Salaries and wages 4,367,856 542,246 ‐ 4,910,102
Contracted services 526,211 301,570 2,500 830,281
General, administrative and other 1,671,368 710,376 10,865 2,392,609
Total operating expenses 6,565,435 1,554,192 13,365 8,132,992
Operating income (loss)(167,956) 9,681 30,907 (127,368)
INCOME (LOSS) BEFORE CONTRIBUTIONS
AND TRANSFERS
Transfers in 211,861 ‐ ‐ 211,861
Transfers out ‐ ‐ (690) (690)
Change in net position 43,905 9,681 30,217 83,803
Net position ‐ Beginning of year 202,604 71,999 858,592 1,133,195
Net position ‐ End of year 246,509$ 81,680$ 888,809$ 1,216,998$
CITY OF TIGARD, OREGON
INTERNAL SERVICE FUNDS
COMBINING STATEMENT OF REVENUES, EXPENSES
AND CHANGES IN FUND NET POSITION
for the year ended June 30, 2015
123
Fleet/Property
Central Services Management Insurance
Fund Fund Fund Total
CASH FLOWS FROM OPERATING ACTIVITIES
Receipts from customers 6,314,907$ 1,555,743$ ‐$ 7,870,650$
Payments to suppliers (2,101,356) (943,860) (13,365) (3,058,581)
Payments to employees (4,322,641) (540,215) ‐ (4,862,856)
Other receipts 91,441 3,283 44,272 138,996
Net cash provided (used) by operating activities (17,649) 74,951 30,907 88,209
CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES
Transfers from other funds 211,861 ‐ ‐ 211,861
Transfers to other funds ‐ ‐ (690) (690)
Net cash flows from noncapital financing activities 211,861 ‐ (690) 211,171
Net increase in cash and investments 194,212 74,951 30,217 299,380
Cash and investments‐‐beginning of the year 836,390 152,171 858,592 1,847,153
Cash and investments‐‐end of the year 1,030,602$ 227,122$ 888,809$ 2,146,533$
RECONCILIATION OF OPERATING INCOME (LOSS) TO
NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES
Operating income (loss)(167,956)$ 9,681$ 30,907$ (127,368)$
Adjustments to reconcile operating income (loss) to
net cash provided (used) by operating activities
CHANGE IN ASSETS AND LIABILITIES
Receivables (7,583) 2,153 ‐ (5,430)
Prepaids 25,414 (7,000) ‐ 18,414
Inventory ‐ 11,055 ‐ 11,055
Accounts Payable 70,809 57,031 ‐ 127,840
Unearned revenue 16,452 ‐ ‐ 16,452
Accrued compensated absences 9,240 (3,767) ‐ 5,473
Net OPEB Obligation 35,975 5,798 ‐ 41,773
Net cash provided (used) by operating activities (17,649)$ 74,951$ 30,907$ 88,209$
CITY OF TIGARD, OREGON
INTERNAL SERVICE FUNDS
for the year ended June 30, 2015
COMBINING STATEMENT OF CASH FLOWS
124
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 6,464,686$ 6,523,150$ 6,322,490$ (200,660)$
Intergovernmental revenues 58,464 58,464 ‐ (58,464)
Interest earnings 593 593 ‐ (593)
Miscellaneous revenues 12,277 12,277 74,989 62,712
Total revenues 6,536,020 6,594,484 6,397,479 (197,005)
EXPENDITURES
Policy and administration 7,073,038 7,206,002 6,529,460 676,542
Change in fund balance before
other financing sources (uses)(537,018) (611,518) (131,981) 479,537
OTHER FINANCING SOURCES (USES)
Transfers in 224,963 299,463 211,861 (87,602)
Contingency (100,000) (100,000) ‐ 100,000
Reserve for future expenditures (5,812) (5,812) ‐ 5,812
Total other financing sources (uses)119,151 193,651 211,861 18,210
Change in fund balance (417,867) (417,867) 79,880 497,747
Fund balance ‐ Beginning of the year 417,867 417,867 425,173 7,306
Fund balance ‐ End of the year ‐$ ‐$ 505,053 505,053$
Reconciliation of budgetary fund balance
to GAAP basis net position:
Net OPEB obligation (258,544)
Total net position, GAAP basis 246,509$
CITY OF TIGARD, OREGON
CENTRAL SERVICES FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
125
Variance
Actual with final
Original Final Amounts budget
REVENUES
Charges for services 1,646,995$ 1,646,995$ 1,560,590$ (86,405)$
Miscellaneous revenues 29,392 29,392 3,283 (26,109)
Total revenues 1,676,387 1,676,387 1,563,873 (112,514)
EXPENDITURES
Public works 1,650,805 1,723,305 1,548,395 174,910
Change in fund balance before
other financing sources (uses)25,582 (46,918) 15,478 62,396
OTHER FINANCING SOURCES (USES)
Transfers in ‐ 50,750 ‐ (50,750)
Contingency (75,000) (53,250) ‐ 53,250
Reserve for future expenditures (10,851) (10,851) ‐ 10,851
Total other financing sources (uses)(85,851) (13,351) ‐ 13,351
Change in fund balance (60,269) (60,269) 15,478 75,747
Fund balance ‐ Beginning of the year 60,269 60,269 87,008 26,739
Fund balance ‐ End of the year ‐$ ‐$ 102,486 102,486$
Reconciliation of budgetary fund balance
to GAAP basis net position:
Net OPEB obligation (20,806)
Total net position, GAAP basis 81,680$
CITY OF TIGARD, OREGON
FLEET/PROPERTY MANAGEMENT FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
126
Variance
Actual with final
Original Final Amounts budget
REVENUES
Interest earnings 7,810$ 7,810$ ‐$ (7,810)$
Miscellaneous revenues 14,000 14,000 44,272 30,272
Total revenues 21,810 21,810 44,272 22,462
EXPENDITURES
Policy and administration 50,000 50,000 13,365 36,635
Change in fund balance
before other financing sources (uses) (28,190) (28,190) 30,907 59,097
OTHER FINANCING SOURCES (USES)
Transfers out (718) (718) (690) 28
Contingency (25,000) (25,000) ‐ 25,000
Reserve for future expenditures (789,249) (789,249) ‐ 789,249
Total other financing sources (uses)(814,967) (814,967) (690) 814,277
Change in fund balance (843,157) (843,157) 30,217 873,374
Fund balance ‐ Beginning of the year 843,157 843,157 858,592 15,435
Fund balance ‐ End of the year ‐$ ‐$ 888,809$ 888,809$
CITY OF TIGARD, OREGON
INSURANCE FUND
SCHEDULE OF REVENUES AND EXPENDITURES ‐ BUDGET AND ACTUAL
for the year ended June 30, 2015
Budgeted Amounts
127
Other Schedules
Property Taxes Add Levy as Deduct Add Property Taxes
Receivable Extended by Discounts (Deduct) Add Deduct Receivable
June 30, 2014 Assessor Allowed Adjustments Interest Collections June 30, 2015
2014‐2015 ‐$ 16,999,999$ (449,711)$ (16,578)$ 4,214$ (16,251,269)$ 286,655$
2013‐2014 323,827 (602) (4,433) 9,644 (180,022) 148,414
2012‐2013 160,397 ‐ (210) (9,145) 7,321 (50,714) 107,649
2011‐2012 117,694 ‐ (181) (15,993) 11,391 (47,407) 65,504
2010‐2011 75,327 ‐ (146) (15,285) 4,958 (14,660) 50,194
2009‐2010 53,168 ‐ 1 (1,100) 1,517 (4,603) 48,983
2008‐2009
and prior 9,910 ‐ ‐ (326) 2,378 (5,472) 6,490
740,323$ 16,999,999$ (450,849)$ (62,860)$ 41,423$ (16,554,147)$ 713,889$
Property Taxes
Cash Receivable
Distributed as follows: Collections June 30, 2015
General Fund:
Current 13,583,951$ 239,607$
Prior years' levies 253,796 362,438
Total General Fund 13,837,747 602,045
Debt Service Fund:
Current 2,667,317 47,049
Prior years' levies 49,083 64,795
Total Debt Service Funds 2,716,400 111,844
Total 16,554,147$ 713,889$
NOTE: Taxes revenue on the Governmental Funds Statement of Revenues, Expenditures, and Changes in
Fund Balance is reported on the modified accrual basis.
SCHEDULE OF PROPERTY TAX TRANSACTIONS AND OUTSTANDING BALANCES
For the fiscal year ended June 30, 2015
CITY OF TIGARD, OREGON
128
Bancroft Bonds
Issued June 27, 2002 1,307,969$ 445,756$ ‐$ 72,045$ (72,045)$ 373,711$ 31,469$ (31,469)$
445,756$ ‐$ 72,045$ (72,045)$ 373,711$ 31,469$ (31,469)$
General Obligation Bonds
Issued February 3, 2011 8,655,000$ 6,875,000$ ‐$ 665,000$ (665,000)$ 6,210,000$ 237,175$ (237,175)$
Issued June 21, 2010 7,250,000 4,610,000 ‐ 715,000 (715,000) 3,895,000 200,535 (200,535)
Issued February 3, 2011 17,000,000 15,335,000 ‐ 665,000 (665,000) 14,670,000 627,525 (627,525)
26,820,000$ ‐$ 2,045,000$ (2,045,000)$ 24,775,000$ 1,065,235$ (1,065,235)$
Bank Loan
Issued September 1, 2014 1,300,000$ ‐$ 1,300,000$ ‐$ ‐$ 1,300,000$ 19,151$ (19,151)$
Revenue Bonds
Issued May 1, 2012 97,720,000$ 97,720,000$ ‐$ ‐$ ‐$ 97,720,000$ 4,719,850$ (4,719,850)$
Issued May 1, 2015 30,810,000 ‐ 30,810,000 ‐ ‐ 30,810,000 ‐ ‐
97,720,000$ 30,810,000$ ‐$ ‐$ 128,530,000$ 4,719,850$ (4,719,850)$
Long‐term Note
Issued December 1, 2011 2,398,000$ 2,201,107$ ‐$ 95,150$ (95,150)$ 2,105,957$ 66,033$ (66,033)$
Outstanding
June 30, 2015 Matured Paid
CITY OF TIGARD, OREGON
SCHEDULE OF BOND AND BOND INTEREST TRANSACTIONS
For the fiscal year ended June 30, 2015
Outstanding
June 30, 2014 Additions Matured/
Called Paid
Bond Transactions Interest Transactions
Original
Issue
129
Fiscal Year Total Total
of Maturity Principal Interest Principal Interest
2016 77,400$ 25,716$ 77,400$ 25,716$
2017 83,100 20,000 83,100 20,000
2018 89,200 13,866 89,200 13,866
2019 95,800 7,279 95,800 7,279
2020 28,211 1,021 28,211 1,021
373,711$ 67,882$ 373,711$ 67,882$
7.25%
CITY OF TIGARD, OREGON
SCHEDULE OF FUTURE DEBT SERVICE REQUIREMENTS
OF LOCAL IMPROVEMENT DISTRICT BONDS
For the fiscal year ended June 30, 2015
Issued June 27, 2002Total Debt Service Requirement
130
Fiscal Year Total Total
of Maturity Principal Interest Principal Interest Principal Interest Principal Interest
2016 2,105,000$ 993,932$ 685,000$ 216,925$ 735,000$ 169,432$ 685,000$ 607,575$
2017 2,165,000 920,560 705,000 196,075 755,000 137,460 705,000 587,025
2018 2,235,000 845,043 730,000 174,550 780,000 104,618 725,000 565,875
2019 2,305,000 763,313 755,000 148,500 800,000 70,688 750,000 544,125
2020 2,390,000 667,713 785,000 117,700 825,000 35,888 780,000 514,125
2021 1,625,000 568,625 815,000 85,700 ‐ ‐ 810,000 482,925
2022 1,695,000 502,925 850,000 52,400 ‐ ‐ 845,000 450,525
2023 1,760,000 434,425 885,000 17,700 ‐ ‐ 875,000 416,725
2024 910,000 381,725 ‐ ‐ ‐ ‐ 910,000 381,725
2025 950,000 345,325 ‐ ‐ ‐ ‐ 950,000 345,325
2026 990,000 304,950 ‐ ‐ ‐ ‐ 990,000 304,950
2027 1,030,000 262,875 ‐ ‐ ‐ ‐ 1,030,000 262,875
2028 1,075,000 216,525 ‐ ‐ ‐ ‐ 1,075,000 216,525
2029 1,125,000 168,150 ‐ ‐ ‐ ‐ 1,125,000 168,150
2030 1,180,000 114,713 ‐ ‐ ‐ ‐ 1,180,000 114,713
2031 1,235,000 58,663 ‐ ‐ ‐ ‐ 1,235,000 58,663
24,775,000$ 7,549,462$ 6,210,000$ 1,009,550$ 3,895,000$ 518,086$ 14,670,000$ 6,021,826$
CITY OF TIGARD, OREGON
SCHEDULE OF FUTURE DEBT SERVICE REQUIREMENTS
OF GENERAL OBLIGATION BONDS
For the fiscal year ended June 30, 2015
3.00% to 4.75%
Series 2011ASeries 2011B
3.00% to 4.00%
Transportation Bonds
4.35%
Issued: February 3, 2011 Issued: June 21, 2010 Issued: February 3, 2011Service Requirement
Total Debt
131
Fiscal Year Total Total
of Maturity Principal Interest Principal Interest
2016 130,000$ 36,799$ 130,000$ 36,799$
2017 130,000 32,842 130,000 32,842
2018 130,000 28,980 130,000 28,980
2019 130,000 25,118 130,000 25,118
2020 780,000 11,681 780,000 11,681
1,300,000$ 135,420$ 1,300,000$ 135,420$
3.00%
CITY OF TIGARD, OREGON
SCHEDULE OF FUTURE DEBT SERVICE REQUIREMENTS
OF BANK LOAN PAYABLE
For the fiscal year ended June 30, 2015
Total Debt Service Requirement Issued: September 1, 2014
132
Fiscal Year Total Total
of Maturity Principal Interest Principal Interest Principal Interest
2016 ‐$ 6,098,088$ ‐$ 4,719,850$ ‐$ 1,378,238$
2017 2,030,000 6,202,100 1,870,000 4,691,800 160,000 1,510,300
2018 2,100,000 6,129,650 1,935,000 4,625,050 165,000 1,504,600
2019 2,185,000 6,043,950 2,015,000 4,546,050 170,000 1,497,900
2020 2,275,000 5,954,750 2,100,000 4,463,750 175,000 1,491,000
2021 2,370,000 5,861,850 2,185,000 4,378,050 185,000 1,483,800
2022 2,465,000 5,765,150 2,275,000 4,288,850 190,000 1,476,300
2023 2,565,000 5,664,550 2,365,000 4,196,050 200,000 1,468,500
2024 2,685,000 5,547,175 2,475,000 4,086,875 210,000 1,460,300
2025 2,820,000 5,411,675 2,605,000 3,959,875 215,000 1,451,800
2026 2,960,000 5,269,375 2,735,000 3,826,375 225,000 1,443,000
2027 3,110,000 5,119,925 2,875,000 3,686,125 235,000 1,433,800
2028 3,270,000 4,961,600 3,025,000 3,538,625 245,000 1,422,975
2029 3,435,000 4,793,975 3,180,000 3,383,500 255,000 1,410,475
2030 3,610,000 4,617,850 3,340,000 3,220,500 270,000 1,397,350
2031 3,795,000 4,435,175 3,515,000 3,049,125 280,000 1,386,050
2032 3,985,000 4,243,125 3,695,000 2,868,875 290,000 1,374,250
2033 4,190,000 4,038,750 3,885,000 2,679,375 305,000 1,359,375
2034 4,405,000 3,823,875 4,080,000 2,480,250 325,000 1,343,625
2035 4,630,000 3,598,000 4,290,000 2,271,000 340,000 1,327,000
2036 4,870,000 3,360,500 4,510,000 2,051,000 360,000 1,309,500
2037 5,120,000 3,110,750 4,745,000 1,819,625 375,000 1,291,125
2038 5,380,000 2,848,250 4,985,000 1,576,375 395,000 1,271,875
2039 5,660,000 2,572,250 5,240,000 1,320,750 420,000 1,251,500
2040 5,950,000 2,282,000 5,510,000 1,052,000 440,000 1,230,000
2041 6,250,000 1,977,000 5,795,000 769,375 455,000 1,207,625
2042 6,575,000 1,656,375 6,090,000 472,250 485,000 1,184,125
2043 6,910,000 1,319,250 6,400,000 160,000 510,000 1,159,250
2044 7,265,000 964,875 ‐ ‐ 7,265,000 964,875
2044 7,635,000 592,375 ‐ ‐ 7,635,000 592,375
2046 8,030,000 200,750 ‐ ‐ 8,030,000 200,750
128,530,000$ 124,464,963$ 97,720,000$ 84,181,325$ 30,810,000$ 40,283,638$
CITY OF TIGARD, OREGON
SCHEDULE OF FUTURE DEBT SERVICE REQUIREMENTS
OF WATER REVENUE BONDS
For the fiscal year ended June 30, 2015
Issued: May 3, 2015Issued: May 1, 2012Total Debt Service Requirement
3.00% to 5.00%3.00% to 5.00%
133
Fiscal Year Total Total
of Maturity Principal Interest Principal Interest
2016 98,005$ 63,179$ 98,005$ 63,179$
2017 100,945 60,239 100,945 60,239
2018 103,973 57,210 103,973 57,210
2019 107,092 54,091 107,092 54,091
2020 110,305 50,878 110,305 50,878
2021 113,614 47,569 113,614 47,569
2022 117,022 44,161 117,022 44,161
2023 120,533 40,650 120,533 40,650
2024 124,149 37,034 124,149 37,034
2025 127,874 33,310 127,874 33,310
2026 131,710 29,473 131,710 29,473
2027 135,661 25,522 135,661 25,522
2028 139,731 21,452 139,731 21,452
2029 143,923 17,260 143,923 17,260
2030 148,241 12,943 148,241 12,943
2031 152,688 8,495 152,688 8,495
2032 130,491 3,915 130,491 3,915
2,105,957$ 607,381$ 2,105,957$ 607,381$
3.00% to 5.00%
CITY OF TIGARD, OREGON
SCHEDULE OF FUTURE DEBT SERVICE REQUIREMENTS
OF SAFE DRINKING WATER REVOLVING LOAN FUNDS
For the fiscal year ended June 30, 2015
Issued: December 1, 2011Total Debt Service Requirement
134
This page intentionally left blank.
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 other supplementary information
says about the city’s overall financial health.
Contents Page
Financial Trends – These schedules contain trend information to
help the reader understand how financial performance has changed over time. 135‐151
Revenue Capacity – These schedules contain information to help the
reader assess the city’s most significant local revenue source, property taxes. 152‐156
Debt Capacity – These schedules contain 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. 157‐165
Demographic and Economic Information – These schedules offer demographic
and economic indicators to help the reader understand the environment within
the city’s financial activities take place. 166‐168
Operating Information – 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. 169‐173
This page intentionally left blank.
Fiscal Year Fiscal Year Fiscal Year
2006 2007 2008
GOVERNMENTAL ACTIVITIES
Net investment in capital assets 168,577,473$ 173,401,138$ 177,656,465$
Restricted 2,812,994 1,490,484 1,992,734
Unrestricted 21,685,865 25,234,231 23,053,474
Total governmental activities net position 193,076,332 200,125,853 202,702,673
BUSINESS‐TYPE ACTIVITIES
Net investment in capital assets 58,058,208 64,000,824 68,398,209
Restricted 3,761,976 3,783,324 3,783,324
Unrestricted 20,480,106 18,463,817 15,826,866
Total business‐type activities net position 82,300,290 86,247,965 88,008,399
PRIMARY GOVERNMENT
Net investment in capital assets 226,635,681 237,401,962 246,054,674
Restricted 6,574,970 5,273,808 5,776,058
Unrestricted 42,165,971 43,698,048 38,880,340
Total primary government net position 275,376,622$ 286,373,818$ 290,711,072$
Source: Comprehensive Annual Financial Report of the City.
CITY OF TIGARD, OREGON
NET POSITION BY COMPONENT
(accrual basis of accounting)
for the last ten fiscal years
135
Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year
2009 2010 2011 2012 2013 2014 (Restated) 2015
179,584,222$ 165,775,262$ 181,343,650$ 179,626,050$ 181,196,030$ 185,242,899$ 189,748,234$
1,540,638 6,872,512 5,880,755 13,180,057 12,041,725 10,941,117 12,376,136
18,091,356 24,927,888 11,880,945 8,431,166 14,311,478 13,596,004 13,031,415
199,216,216 197,575,662 199,105,350 201,237,273 207,549,233 209,780,020 215,155,785
68,738,562 70,942,446 78,920,831 65,218,645 74,044,470 79,627,259 84,867,665
3,783,324 ‐ 6,005,540 13,184,382 9,683,852 10,551,442 11,250,300
16,184,644 17,371,241 8,675,865 19,429,375 18,523,616 16,721,508 21,256,129
88,706,530 88,313,687 93,602,236 97,832,402 102,251,938 106,900,209 117,374,094
248,322,784 236,717,708 260,264,481 244,844,695 255,240,500 264,870,158 274,615,899
5,323,962 6,872,512 11,886,295 26,364,439 21,725,577 21,492,559 23,626,436
34,275,999 42,299,129 20,556,810 27,860,541 32,835,094 30,317,512 34,287,544
287,922,745$ 285,889,349$ 292,707,586$ 299,069,675$ 309,801,171$ 316,680,229$ 332,529,879$
136
Fiscal Year Fiscal Year Fiscal Year
2006 2007 2008
EXPENSES
Governmental activities
Community services 11,241,521$ 11,656,248$ 13,678,913$
Public works 3,078,772 2,383,009 2,373,710
Community development 4,669,452 4,714,636 5,186,834
Policy and administration 7,447,828 4,398,213 3,992,478
Interest on long‐term debt 935,359 153,319 354,664
Total governmental activities expenses 27,372,932 23,305,425 25,586,599
Business‐type activities
Sewer 1,454,150 1,461,458 1,963,223
Stormwater 1,391,158 1,533,391 1,585,105
Water 7,291,602 7,452,480 6,792,833
Total business‐type activities program expenses 10,136,910 10,447,329 10,341,161
Total primary government expenses 37,509,842$ 33,752,754$ 35,927,760$
PROGRAM REVENUES
Governmental activities
Charges for services:
Community services 146,798$ 151,448$ 168,232$
Public works 2,165,451 1,866,123 1,377,855
Community development 4,463,283 3,982,018 2,331,834
Policy and administration 1,015,976 1,146,301 1,524,653
Operating grants and contributions 133,509 1,537,714 739,171
Capital grants and contributions ‐ 2,596,223 3,103,521
Total governmental activities program revenues 7,925,017 11,279,827 9,245,266
Business‐type activities
Charges for services:
Sewer 1,555,358 1,641,740 2,322,462
Stormwater 1,176,816 1,190,521 1,593,097
Water 6,953,809 6,336,186 7,002,872
Capital grants and contributions 6,077,864 3,886,120 136,331
Total business‐type activities program revenues 15,763,847 13,054,567 11,054,762
Total primary government program revenues 23,688,864$ 24,334,394$ 20,300,028$
Source: Comprehensive Annual Financial Report of the City.
CITY OF TIGARD, OREGON
CHANGES IN NET POSITION
for the last ten fiscal years
(accrual basis of accounting)
137
Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year
2009 2010 2011 2012 2013 2014 (Restated) 2015
18,365,997$ 19,832,642$ 19,987,961$ 20,025,191$ 19,085,777$ 23,078,512$ 18,542,379$
2,468,981 8,563,893 10,911,875 12,489,448 8,585,063 8,399,436 10,408,399
7,238,839 4,846,494 4,159,289 4,709,751 3,988,011 4,267,328 4,688,686
5,997,644 1,511,956 1,825,398 2,117,198 1,339,254 1,732,016 1,323,435
526,825 548,987 1,214,420 1,125,259 1,226,774 1,147,024 1,185,507
34,598,286 35,303,972 38,098,943 40,466,847 34,224,879 38,624,316 36,148,406
1,597,413 1,379,105 1,386,597 1,743,929 2,114,054 2,617,625 2,518,708
1,920,640 2,061,622 1,667,699 1,649,715 2,045,399 1,958,551 2,077,589
7,624,478 7,880,598 6,996,463 7,807,706 11,989,337 11,730,347 10,839,483
11,142,531 11,321,325 10,050,759 11,201,350 16,148,790 16,306,523 15,435,780
45,740,817$ 46,625,297$ 48,149,702$ 51,668,197$ 50,373,669$ 54,930,839$ 51,584,186$
180,425$ 232,384$ 1,008,691$ 1,191,417$ 2,252,945$ 1,872,350$ 1,731,639$
952,652 1,751,341 2,096,677 1,915,631 2,120,366 2,519,515 2,239,431
1,249,995 1,490,701 1,747,617 1,684,287 2,579,329 1,765,005 3,040,501
1,463,736 108,940 84,065 105,755 65,233 142,277
153,447 199,506 6,516,004 6,952,717 6,924,053 6,318,382 6,508,556
199,112 305,398 230,500 1,049,774 2,173,900 1,804,398 2,021,422
4,199,367 4,088,270 11,599,489 12,877,891 16,156,348 14,344,883 15,683,826
1,348,750 1,117,987 1,021,840 1,025,732 1,203,187 1,727,206 1,773,388
1,484,627 1,872,545 2,178,298 2,402,189 2,629,694 2,733,346 2,899,180
7,417,827 7,834,978 9,065,554 11,895,044 14,907,664 15,985,607 18,804,645
834,660 1,022,045 4,583,764 2,871,726 1,675,987 1,111,346 2,066,696
11,085,864 11,847,555 16,849,456 18,194,691 20,416,532 21,557,505 25,543,909
15,285,231$ 15,935,825$ 28,448,945$ 31,072,582$ 36,572,880$ 35,902,388$ 41,227,735$
138
Fiscal Year Fiscal Year Fiscal Year
2006 2007 2008
NET (EXPENSE) REVENUE
Governmental activities (19,447,915)$ (12,025,598)$ (16,341,333)$
Business‐type activities 5,626,937 2,607,238 713,601
Total primary government net expenses (13,820,978) (9,418,360) (15,627,731)
GENERAL REVENUES AND OTHER
CHANGES IN NET POSITION
Governmental activities:
Property taxes 10,804,524 11,552,817 9,133,664
Franchise fees 3,042,187 3,835,007 4,551,169
Restricted intergovernmental revenues (excluding grants) 3,288,530 ‐ ‐
Unrestricted intergovernmental revenues 1,863,706 1,836,291 2,912,647
Interest earnings 922,508 1,548,735 1,503,619
Miscellaneous 513,943 302,269 817,054
Transfers between Governmental and Business‐type ‐ ‐ ‐
Total governmental activities 20,435,398 19,075,119 18,918,153
Business‐type activities:
Interest earnings 580,004 1,050,352 1,039,593
Miscellaneous 94,427 147,310 150,015
Transfers between Governmental and Business‐type ‐ ‐ ‐
Total business‐type activities 674,431 1,197,662 1,189,608
Total primary government 21,109,829 20,272,781 20,107,761
CHANGES IN NET POSITION
Governmental activities (restated)987,483 7,049,521 2,576,820
Business‐type activities 6,301,368 3,804,900 1,903,209
Total primary government 7,288,851$ 10,854,421$ 4,480,029$
Source: Comprehensive Annual Financial Report of the City.
CITY OF TIGARD, OREGON
CHANGES IN NET POSITION (CONTINUED)
for the last ten fiscal years
(accrual basis of accounting)
139
Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year
2009 2010 2011 2012 2013 2014 (Restated) 2015
(30,398,918)$ (31,215,702)$ (26,499,454)$ (27,588,956)$ (18,068,531)$ (24,279,433)$ (20,464,580)$
(56,667) 526,230 6,798,697 6,993,341 4,267,742 5,250,982 10,108,129
(30,455,585) (30,689,471) (19,700,757) (20,595,615) (13,800,789) (19,028,451) (10,356,451)
12,526,541 16,070,846 13,604,285 15,182,467 15,338,744 15,796,663 16,523,361
3,887,078 4,548,520 4,375,420 4,880,635 5,855,956 5,542,647 5,687,456
‐ ‐ ‐ ‐ ‐ ‐ ‐
8,925,520 6,993,245 2,838,802 4,798,949 2,500,240 2,955,652 3,004,341
947,247 308,853 296,964 283,273 248,812 421,211 434,401
626,075 376,884 5,284,426 1,583,989 316,512 776,154 247,154
‐ 1,276,800 1,629,245 2,991,566 120,227 1,017,893 (56,368)
26,912,461 29,575,148 28,029,142 29,720,879 24,380,491 26,510,220 25,840,345
649,231 153,300 115,828 73,228 114,661 270,415 131,485
105,567 204,427 3,269 155,164 157,360 144,767 177,903
‐ (1,276,800) (1,629,245) (2,991,566) (120,227) (1,017,893) 56,368
754,798 (919,073) (1,510,148) (2,763,174) 151,794 (602,711) 365,756
27,667,259 28,656,075 26,518,994 26,957,705 24,532,285 25,907,509 26,206,101
(3,486,457) (1,640,554) 1,529,688 2,131,923 6,311,960 2,230,787 5,375,765
698,131 (392,843) 5,288,549 4,230,167 4,419,536 4,648,271 10,473,885
(2,788,325)$ (2,033,396)$ 6,818,237$ 6,362,090$ 10,731,496$ 6,879,058$ 15,849,650$
140
Fiscal Year Fiscal Year Fiscal Year
2006 2007 2008
GENERAL FUND
Reserved 20,291$ 209,378$ ‐$
Unreserved 8,368,793 9,716,643 10,794,057
Nonspendable ‐ ‐ ‐
Unassigned ‐ ‐ ‐
Total General Fund 8,389,084$ 9,926,021$ 10,794,057$
ALL OTHER GOVERNMENTAL FUNDS
Reserved 2,719,998$ ‐$ ‐$
Unreserved, reported in:
Special revenue funds 10,208,277 13,445,092 12,481,406
Debt service funds 1,811,861 2,027,633 682,960
Capital projects funds 1,589,018 1,087,826 1,309,774
Nonspendable ‐ ‐ ‐
Restricted ‐ ‐ ‐
Committed ‐ ‐ ‐
Assigned ‐ ‐ ‐
Unassigned ‐ ‐ ‐
Total all other governmental funds 16,329,154$ 16,560,551$ 14,474,140$
* This schedule was modified with the implementation of GASB 54, effective fiscal year 2011, which affected the
categories used to report fund balances.
Source: Comprehensive Annual Financial Report of the City.
CITY OF TIGARD, OREGON
FUND BALANCES OF GOVERNMENTAL FUNDS
for the last ten fiscal years
(modified accrual basis of accounting)
141
Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year
2009 2010 2011 2012 2013 2014 2015
419,488$ 273,726$ ‐$ ‐$ ‐$ ‐$ ‐$
7,338,828 7,067,526 ‐ ‐ ‐ ‐ ‐
‐ ‐ 305,164 471,975 472,941 508,374 542,543
‐ ‐ 7,247,383 7,378,411 9,687,736 11,474,700 12,115,436
7,758,316$ 7,341,252$ 7,552,547$ 7,850,386$ 10,160,677$ 11,983,074$ 12,657,979$
‐$ ‐$ ‐$ ‐$ ‐$ ‐$ ‐$
11,097,739 8,094,802 ‐ ‐ ‐ ‐ ‐
167,169 1,927,247 ‐ ‐ ‐ ‐ ‐
1,373,469 4,945,265 ‐ ‐ ‐ ‐ ‐
‐ ‐ ‐ ‐ 14,986 16,055 11,225
‐ ‐ 16,855,664 15,568,787 14,859,784 12,504,001 11,791,605
‐ ‐ 2,263,088 3,217,309 4,020,435 4,457,233 2,801,857
‐ ‐ 417,479 428,823 670,223 905,166 1,156,788
‐ ‐ (382,937) (498,110) (601,324) (752,925) (352,684)
12,638,377$ 14,967,314$ 19,153,294$ 18,716,809$ 18,964,104$ 17,129,530$ 15,408,791$
142
Fiscal Year Fiscal Year Fiscal Year
2006 2007 2008
REVENUES
Taxes 10,817,886$ 11,553,044$ 12,137,977$
City gas tax *‐ ‐ ‐
Franchise fees 3,042,187 3,835,007 4,551,169
Special assessments 1,421,765 163,379 120,678
Licenses and permits 4,852,719 3,011,348 1,871,841
Intergovernmental revenues 5,285,744 5,970,228 7,807,667
Charges for service 2,689,485 3,989,491 3,469,358
Fines and forfeitures 702,469 850,335 847,069
Interest earnings 903,637 1,507,065 1,475,808
Miscellaneous 502,951 283,712 747,532
Total revenues 30,218,843 31,163,609 33,029,099
EXPENDITURES
Current operating:
Community services 11,377,118 11,918,362 13,801,110
Public works 2,273,569 2,383,009 2,757,289
Community development 4,709,433 4,772,780 5,191,797
Policy and administration 4,564,400 4,717,967 397,510
Citywide support ‐ 23,000 ‐
Debt service:
Principal 1,526,286 166,571 922,907
Interest 697,305 630,916 454,403
Refunded bonds ‐ ‐ ‐
Refunding bond issuance cost ‐ ‐ ‐
Capital outlay 2,352,123 3,543,422 6,319,092
Total expenditures 27,500,234 28,156,027 29,844,108
Excess (deficiency) of revenues
over (under) expenditures 2,718,609 3,007,582 3,184,991
OTHER FINANCING SOURCES (USES)
Proceeds from bond / long‐term note ‐ ‐ ‐
Operating transfers in 4,046,802 2,667,149 4,896,127
Operating transfers out (4,046,802) (2,667,149) (9,299,491)
Total other financing sources (uses)‐ ‐ (4,403,364)
Net change in fund balances 2,718,609$ 3,007,582$ (1,218,373)$
Debt services as a percentage of non‐capital
9.70%3.35%6.22%
Source: Comprehensive Annual Financial Report of the City.
* City gas tax was broken out of intergovernmental revenues beginning in fiscal year 2013.
expenditures
CITY OF TIGARD, OREGON
for the last ten fiscal years
CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS
(modified accrual basis of accounting)
143
Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year
2009 2010 2011 2012 2013 2014 2015
12,405,880$ 16,078,788$ 16,753,457$ 17,767,128$ 18,208,253$ 18,822,449$ 19,575,665$
‐ ‐ ‐ ‐ 830,031 638,852 558,740
3,887,078 4,548,520 4,375,420 4,880,635 5,724,192 5,542,647 5,691,960
87,208 284,202 40,164 38,776 43,170 258,831 35,359
1,282,438 1,229,880 2,590,516 2,444,551 3,175,118 3,098,875 4,030,120
7,560,542 6,358,393 9,834,646 6,586,757 6,040,986 6,386,961 6,370,732
2,536,590 3,083,087 3,127,307 3,059,653 6,632,779 5,937,889 5,303,984
804,128 915,524 907,216 1,092,296 1,038,948 929,293 924,266
930,382 300,126 287,284 262,080 254,237 424,221 434,401
513,392 249,180 47,489 633,575 206,443 312,815 413,736
30,007,640 33,047,700 37,963,499 36,765,451 42,154,157 42,352,833 43,338,963
18,214,907 19,418,498 19,182,018 19,638,469 18,636,382 19,420,335 20,325,635
3,463,390 5,129,767 6,059,692 6,354,390 6,551,980 6,914,185 7,512,446
7,184,355 4,674,008 3,975,257 3,902,223 3,937,089 4,219,481 4,640,737
907,661 787,209 711,743 819,034 711,385 701,172 778,840
796,995 ‐ ‐ ‐ ‐ ‐ ‐
794,853 875,513 2,590,456 1,894,125 1,992,500 2,445,993 2,117,045
530,403 557,061 67,294 1,652,691 1,264,795 1,178,637 1,118,238
‐ ‐ 8,836,046 ‐ ‐ ‐ ‐
‐ ‐ 81,236 ‐ ‐ ‐ ‐
3,940,781 7,373,043 19,247,942 4,037,766 6,357,256 7,657,993 8,924,317
35,833,344 38,815,099 60,751,684 38,298,698 39,451,387 42,537,796 45,417,258
(5,825,705) (5,767,399) (22,788,185) (1,533,247) 2,702,770 (184,963) (2,078,295)
‐ 7,250,000 26,214,495 ‐ ‐ ‐ 1,300,000
3,342,328 4,965,010 16,977,142 6,969,663 4,735,619 6,420,053 6,178,215
(2,357,267) (3,688,210) (16,006,177) (5,575,062) (4,880,803) (6,247,267) (6,445,754)
985,061 8,526,800 27,185,460 1,394,601 (145,184) 172,786 1,032,461
(4,840,644)$ 2,759,401$ 4,397,275$ (138,646)$ 2,557,586$ (12,177)$ (1,045,834)$
4.34%4.71%8.88% 11.55% 10.84% 10.44%8.60%
144
Fiscal
Year Ended
June 30
Charges
for
Services
Operating
Grants and
Contributions
Capital
Grants and
Contributions Taxes
Franchise
Fees
2006 17,477,491$ 133,509$ 6,077,864$ 10,804,524$ 3,042,187$
2007 7,145,890 1,537,714 2,596,223 11,552,817 3,835,007
2008 5,402,574 739,171 3,103,521 12,237,185 4,551,169
2009 3,846,808 153,447 199,112 12,526,541 3,887,078
2010 3,583,366 199,506 305,398 16,070,846 4,548,520
2011 4,852,985 6,516,004 230,500 13,604,285 4,375,420
2012 4,875,400 6,952,717 1,049,774 15,182,467 4,880,635
2013 7,058,395 6,924,053 2,173,900 15,338,744 5,855,956
2014 6,222,103 6,318,382 1,804,398 15,796,663 5,542,647
2015 7,153,848 6,508,556 2,021,422 16,523,361 5,687,456
Fiscal
Year Ended
June 30
Charges
for
Services
Operating
Grants and
Contributions
Capital
Grants and
Contributions Taxes
Franchise
Fees
2006 9,685,983$ ‐$ 6,077,864$ ‐$ ‐$
2007 9,168,447 ‐ 3,886,120 ‐ ‐
2008 10,918,431 ‐ 136,331 ‐ ‐
2009 10,251,204 ‐ 834,660 ‐ ‐
2010 10,825,510 ‐ 1,022,045 ‐ ‐
2011 12,265,692 ‐ 4,583,764 ‐ ‐
2012 15,322,964 ‐ 2,871,726 ‐ ‐
2013 18,740,545 ‐ 1,675,987 ‐ ‐
2014 20,446,159 ‐ 1,111,346 ‐ ‐
2015 23,477,213 ‐ 2,066,696 ‐ ‐
Source: Comprehensive Annual Financial Report of the City ‐ Statement of Activities.
CITY OF TIGARD, OREGON
BUSINESS‐TYPE REVENUES
For the last ten fiscal years
Program Revenues
Program Revenues
CITY OF TIGARD, OREGON
GOVERNMENTAL REVENUES
For the last ten fiscal years
145
Intergovernmental
Revenues
Interest
Earnings
Donated
Assets
Gain (Loss) on
Disposition of
Capital Assets Miscellaneous Total
5,152,236$ 1,502,512$ ‐$ ‐$ 608,370$ 44,798,693$
1,836,291 2,599,087 ‐ ‐ 449,579 31,552,608
2,912,647 1,503,619 ‐ ‐ (2,286,467) 28,163,419
8,925,520 947,247 ‐ ‐ 626,075 31,111,828
6,993,245 308,853 ‐ ‐ 376,884 32,386,618
2,838,802 296,964 ‐ ‐ 5,284,426 37,999,386
4,798,949 283,273 ‐ ‐ 1,583,989 39,607,204
2,500,240 248,812 ‐ ‐ 316,508 40,416,608
2,955,652 421,211 ‐ ‐ 776,154 39,837,210
3,004,341 434,401 ‐ (25,998) 273,152 41,580,539
Intergovernmental
Revenues
Interest
Earnings
Donated
Assets
Gain (Loss) on
Disposition of
Capital Assets Miscellaneous Total
‐$ 580,004$ ‐$ ‐$ 94,427$ 16,438,278$
‐ 1,050,352 ‐ ‐ 147,310 14,252,229
‐ 1,039,593 ‐ ‐ 150,015 12,244,370
‐ 649,231 ‐ ‐ 105,567 11,840,662
‐ 153,300 ‐ ‐ 204,427 12,205,282
‐ 115,828 ‐ ‐ 3,269 16,968,553
‐ 73,228 ‐ ‐ 155,164 18,423,082
‐ 114,661 ‐ ‐ 157,360 20,688,553
‐ 270,415 ‐ ‐ 144,767 21,972,687
‐ 131,485 ‐ ‐ 177,903 25,853,297
General Revenues
General Revenues
146
Fiscal
Year Ended Community Community Policy and
June 30 Services Public Works Development Administration
2006 11,241,521$ 3,078,772$ 4,669,452$ 7,447,828$
2007 11,656,248 2,383,009 4,714,636 4,398,213
2008 13,678,913 2,373,710 2,373,710 3,992,478
2009 18,365,997 2,468,981 7,238,839 5,997,644
2010 19,832,642 8,563,893 4,846,494 1,511,956
2011 19,987,961 10,911,875 4,159,289 1,825,398
2012 20,025,189 12,489,448 4,709,750 2,117,198
2013 19,085,777 8,585,063 3,988,011 1,339,254
2014 (Restated)23,078,512 8,399,436 4,267,328 1,732,016
2015 18,542,379 10,408,399 4,688,686 1,323,435
Fiscal
Year Ended
June 30 Sewer Stormwater Water Total
2006 1,454,150$ 1,391,158$ 7,291,602$ 10,136,910$
2007 1,461,458 1,533,391 7,452,480 10,447,329
2008 1,963,223 1,585,105 6,792,833 10,341,161
2009 1,597,413 1,920,640 7,624,478 11,142,531
2010 1,379,105 2,061,622 7,880,598 11,321,325
2011 1,386,597 1,667,699 6,996,463 10,050,759
2012 1,743,929 1,649,718 7,807,706 11,201,353
2013 2,114,054 2,045,399 11,989,337 16,148,790
2014 2,617,625 1,958,551 11,730,347 16,306,523
2015 2,518,708 2,077,589 10,839,483 15,435,780
Source: Comprehensive Annual Financial Report of the City.
For the last ten fiscal years
CITY OF TIGARD, OREGON
GOVERNMENTAL EXPENSES BY FUNCTION
For the last ten fiscal years
CITY OF TIGARD, OREGON
BUSINESS‐TYPE EXPENSES BY FUNCTION
147
Interest on
Long‐Term
Debt Total
935,359$ 27,372,932$
153,319 23,305,425
526,825 22,945,636
526,825 34,598,286
548,987 35,303,972
1,214,420 38,098,943
1,125,259 40,466,844
1,226,774 34,224,879
1,147,024 38,624,316
1,185,507 36,148,406
148
Fiscal Licenses Inter‐
Year Ended Franchise and governmental
June 30 Taxes Fees Permits Revenues
2006 10,817,886$ 3,042,187$ 4,852,719$ 5,285,744$
2007 11,553,044 3,835,007 3,011,348 5,970,228
2008 12,137,977 4,551,169 1,871,841 847,069
2009 12,405,880 3,887,078 1,282,438 7,560,542
2010 16,078,788 4,548,520 1,229,880 6,358,393
2011 16,753,457 4,375,420 2,590,516 9,834,646
2012 17,767,128 4,880,635 2,444,551 6,586,757
2013 18,208,253 5,724,192 3,175,118 6,871,017
2014 19,720,132 5,542,647 3,098,875 6,386,961
2015 19,575,665 5,691,960 4,030,120 6,929,472
* Includes special assessments collections, interest earnings, and other revenues.
Information derived from Comprehensive Annual Financial Reports for all Governmental Fund Types
CITY OF TIGARD, OREGON
GENERAL GOVERNMENTAL REVENUES BY SOURCES ‐
BUDGETARY BASIS
For the last ten fiscal years
149
Charges
For Fines and Miscellaneous
Services Forfeitures Revenues *Total
2,689,485$ 702,469$ 2,828,353$ 30,218,843$
3,989,491 850,335 1,954,156 31,163,609
1,475,808 847,069 2,344,018 24,074,951
2,536,590 804,128 1,530,983 30,007,640
3,083,087 915,524 833,508 33,047,700
3,127,307 907,216 374,937 37,963,499
3,059,653 1,092,296 934,431 36,765,451
6,632,779 1,038,948 503,850 42,154,157
5,937,889 929,293 737,036 42,352,833
5,303,984 924,266 883,496 43,338,963
150
City‐Wide
Support
Fiscal Public Works Functions,
Year Ended Community and Community Policy and Capital Projects Debt
June 30 Services Development Administration and Other Service Total
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
2010 19,418,498 9,803,775 787,209 7,373,043 1,432,574 38,815,099
2011 19,182,018 10,034,949 711,743 19,247,942 11,575,032 60,751,684
2012 19,638,468 10,256,613 819,034 4,037,766 3,546,816 38,298,697
2013 18,636,382 10,489,069 711,385 6,357,256 3,257,295 39,451,387
2014 19,420,335 11,133,666 701,172 7,657,993 3,624,630 42,537,796
2015 20,325,635 12,153,183 778,840 8,924,317 3,235,283 45,417,258
Information derived from Comprehensive Annual Financial Reports for all Governmental Fund Types
CITY OF TIGARD, OREGON
GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION ‐
BUDGETARY BASIS
For the last ten fiscal years
151
Fiscal Assessed
Year Total Estimated Real to Value
Ended Personal Public Utility Total Assessed Direct Market Value as a %
June 30 Real Property Property Property Value Tax Rate* (RMV) of RMV
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 2.75 7,449,594,674 61.38%
2009 4,306,936,640 247,691,980 187,315,080 4,741,943,700 2.70 8,161,684,333 58.10%
2010 4,476,784,320 249,636,920 187,721,070 4,914,142,310 2.78 7,738,192,442 63.51%
2011 4,605,287,760 236,758,507 186,625,460 5,028,671,727 2.79 7,260,251,256 69.26%
2012 4,740,820,190 233,150,042 185,094,100 5,159,064,332 3.86 6,916,823,794 74.59%
2013 4,879,417,110 234,122,196 168,258,100 5,281,797,406 4.28 6,727,550,189 78.51%
2014 5,066,140,190 235,966,170 165,074,260 5,467,180,620 3.44 7,032,753,815 77.74%
2015 5,269,294,630 252,215,379 188,500,300 5,710,010,309 4.24 7,699,660,882 74.16%
* per $1,000 of assessed value/including phase in rates
Source: Washington County Assessment and Taxation
Assessed Value
CITY OF TIGARD, OREGON
MARKET VALUE AND ASSESSED VALUE OF TAXABLE PROPERTY
For the last ten fiscal years
152
Fiscal Total Metzger
Year Ended Perm Debt Urban City of Water District Washington
June 30 Rate Svc Renewal Phase In Tigard Combined County
2006 2.51$ 0.21$ ‐$ ‐$ 2.72$ ‐$ 2.84$
2007 2.51 0.22 ‐ ‐ 2.73 ‐ 2.45
2008 2.51 0.23 0.01 ‐ 2.75 ‐ 2.44
2009 2.51 0.18 0.01 ‐ 2.70 ‐ 2.39
2010 2.51 0.21 0.06 ‐ 2.78 ‐ 2.98
2011 2.51 0.21 0.07 ‐ 2.79 ‐ 2.98
2012 2.51 0.45 0.06 0.83 3.85 ‐ 2.97
2013 2.51 0.44 0.06 1.27 4.28 ‐ 2.96
2014 2.51 0.44 0.06 0.43 3.44 ‐ 2.96
2015 2.51 0.42 0.07 1.24 4.24 2.83
Direct Rates
City of Tigard
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
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. Each 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.
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 property in the 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 these
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 the school district and sewer and water district boundaries. Total
overlapping tax rates for property in Tigard in 2015 ranged from $13.31/$1,000 to $16.60/$1,000.
Source: Washington County Department of Assessment and Taxation.
153
Tigard/Washington
Tualatin Beaverton Tualatin County Hillsboro Total Direct
School School Valley Rural Fire Portland School Other &
District District Fire & Rescue District Community District Taxing Overlapping
No. 23‐J No. 48‐J District No. 2 College No. 1‐J Agencies Rates
7.85$ 7.98$ 1.82$ 1.12$ 0.50$ ‐$ 0.63$ 25.46$
7.67 6.29 1.82 1.12 0.49 ‐ 0.60 23.17
7.59 6.74 1.56 1.12 0.28 ‐ 0.61 23.09
7.52 6.56 1.54 1.12 0.50 ‐ 0.70 23.03
7.65 6.88 1.89 1.69 0.63 ‐ 0.75 25.25
7.37 6.78 1.88 1.69 0.64 ‐ 0.81 24.94
7.44 6.86 1.92 1.69 0.60 7.47 1.88 34.68
7.38 6.77 1.91 1.69 0.66 7.50 0.72 33.87
7.41 8.05 1.91 1.69 0.73 7.41 0.78 34.38
7.43 8.04 1.88 ‐ 0.72 ‐ 0.77 25.91
Overlapping Rates
154
Percentage Percentage
Taxable of Total City Taxable of Total City
Taxpayer Assessed Value Rank Assessed Value Assessed Value Rank Assessed Value
Pacific Realty Associates 203,856,211$ 1 3.86% 155,750,406$ 1 3.81%
PPR Washington Square LLC 138,610,228 2 2.62% 85,486,047 2 2.46%
Lincoln Center LLC 85,283,634 3 1.61% 72,572,972 3 1.78%
Sprint Communications 42,201,000 4 0.80% 29,855,700 6 0.73%
Comcast Corporation 35,400,500 5 0.67%
Frontier Communications 38,260,000 6 0.72%
Portland General Electric 29,068,000 7 0.55% 27,947,989 7 0.68%
Macy's Department Stores 25,384,200 8 0.48% 22,071,385 10 0.54%
Robinson, Constance (Trust)25,405,620 9 0.48%
FO Portland Property LLC 24,173,770 10 0.46%
Verizon Northwest Inc 49,926,247 4 1.22%
Northwest Natural Gas 24,578,200 8 0.60%
Calwest Industrial Holdings, LLC 32,954,660 5 0.81%
Nesbitt Portland Property LLC 22,518,470 9 0.55%
Total 647,643,163$ 12.26% 523,662,076$ 13.18%
Source: Washington County Assessment & Taxation records.
2015 2006
CITY OF TIGARD, OREGON
PRINCIPAL PROPERTY TAXPAYERS
For current and nine years ago
155
Fiscal Percent Percent
Year Percent Delinquent Total Tax Outstanding Delinquent
Ended Total Tax Current Tax of Levy Tax Total Tax Collections Delinquent Taxes To
June 30 Levy Collections Collections Collections Collections To Tax Levy Taxes Tax Levy
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 12,528,573 11,895,526 94.95% 229,506 12,125,032 96.78% 425,546 3.40%
2009* 12,853,710 12,119,732 94.29% 260,455 12,380,187 96.32% 549,855 4.28%
2010 13,638,935 12,877,595 94.42% 331,616 13,209,211 96.85% 597,164 4.38%
2011 13,995,535 13,249,558 94.67% 385,213 13,634,771 97.42% 567,082 4.05%
2012 15,594,066 14,835,580 95.14% 240,430 15,076,010 96.68% 737,903 4.73%
2013 15,878,914 15,161,562 95.48% 232,090 15,393,652 96.94% 704,610 4.44%
2014 16,326,904 15,532,675 95.14% 318,264 15,850,939 97.08% 740,392 4.53%
2015 16,999,999 16,251,269 95.60% 302,878 16,554,147 97.38% 713,889 4.20%
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.
*Taxes were levied and collected for the City Center Development Agency, the City of Tigard's Urban Renewal District,
beginning in fiscal year 2008‐2009.
Source: Washington County Property Tax Schedule.
CITY OF TIGARD, OREGON
PROPERTY TAX LEVIES AND COLLECTIONS
For the last ten fiscal years
156
Fiscal Current Ratio of Total
Year Ended Assessments Assessments Collections Assessments Outstanding
June 30 Due (1)Collected (2)to Amount Due Added Assessments
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%‐ 1,266,871
2009 23,100 87,208 377.52%‐ 1,178,745
2010 74,400 284,202 381.99%‐ 968,943
2011 179,200 40,164 22.41%‐ 854,377
2012 38,776 28,365 73.15%‐ 826,012
2013 62,500 118,888 190.22%196,615 903,739
2014 457,983 457,983 100.00%‐ 445,756
2015 72,045 72,045 100.00%‐ 373,711
(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.
CITY OF TIGARD, OREGON
SPECIAL ASSESSMENT COLLECTIONS
For the last ten fiscal years
157
Percent of
Fiscal Total General Debt Service to
Year Ended Total Debt Governmental Total General
June 30 Principal Interest Service Expenditures Expenditures
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%
2010 875,513 557,061 1,432,574 38,815,099 3.69%
2011 2,590,456 67,294 2,657,750 60,751,684 4.37%
2012 1,894,126 1,652,691 3,546,817 38,298,698 9.26%
2013 1,992,500 1,264,795 3,257,295 39,451,387 8.26%
2014 2,445,993 1,178,637 3,624,630 42,537,796 8.52%
2015 2,117,045 1,118,238 3,235,283 45,417,258 7.12%
Source: Comprehensive Annual Financial Report of the City.
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
158
Gross General Less Debt Ratio of Net
Fiscal Obligation Service Net Bonded Debt Net Bonded
Year Ended Assessed Bonded Debt Monies Bonded to Assessed Debt Per
June 30 Population Value Outstanding Available Debt Value Capita
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
2010 47,595 4,914,142,310 16,708,100 101,190 16,606,910 0.34% 348.92
2011 48,035 5,028,671,727 25,655,000 175,458 25,479,542 0.51% 530.44
2012 48,415 5,159,064,332 30,735,000 263,629 30,471,371 0.59% 629.38
2013 48,695 5,281,797,406 29,397,612 592,612 28,805,000 0.55% 591.54
2014 50,444 5,467,180,620 27,504,927 532,328 26,972,599 0.49% 534.70
2015 50,787 5,710,010,309 24,990,106 722,540 24,267,566 0.43%477.83
Source: City budget documents, Comprehensive Annual Financial Reports of the city and Washington Department of
Assessment and Taxation.
CITY OF TIGARD, OREGON
RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND
NET BONDED DEBT PER CAPITA
For the last ten fiscal years
159
Percent Amount
Applicable Applicable
Net Debt Inside City of Inside City of
Jurisdiction Outstanding Tigard *Tigard
Tigard/Tualatin School District #23‐J 97,837,628$ 46.6400%45,636,068$
Metro 193,205,000 3.5400%6,843,901
Beaverton School District #48 844,318,784 3.7700%31,871,345
Portland Community College 160,095,000 4.4600%7,135,114
Washington County 21,348,329 10.6200%2,266,381
Port of Portland 9,730,289 3.2700%318,054
Tualatin Valley Fire & Rescue District 55,020,000 12.0700% 6,639,373
Sub‐Total of Overlapping Debt 1,381,555,030 100,710,236
City of Tigard 26,708,299 100.0000%26,708,299
Total for Overlapping Debt 1,408,263,329$ 127,418,535$
* The City of Tigard does not calculate this percentage; it is provided by the State of Oregon.
Source: Oregon State Treasury Debt Management Division.
CITY OF TIGARD, OREGON
COMPUTATION OF DIRECT AND OVERLAPPING DEBT
June 30, 2015
160
2006 2007 2008
Debt limit 177,415,719$ 214,572,630$ 238,791,040$
Total net debt applicable to limit 9,289,259 9,724,836 10,547,958
Legal debt margin 168,126,460$ 204,847,794$ 228,243,082$
Total net debt applicable to the limit
as a percentage of debt limit 5.24%4.53%4.42%
Note: Pursuant to Oregon Revised Statutes 223.295 outstanding general obligation debt is
limited to 3% real market value.
Source: Washington County Department of Assessment and Taxation.
CITY OF TIGARD, OREGON
COMPUTATION OF LEGAL DEBT MARGIN
For the last ten fiscal years
161
2009 2010 2011 2012 2013 2014 2015
244,850,530$ 232,145,773$ 217,807,538$ 207,504,714$ 201,826,506$ 210,982,614$ 230,989,826$
10,011,895 16,708,100 32,300,000 30,735,000 28,800,576 26,820,000 24,775,000
234,838,635$ 215,437,673$ 185,507,538$ 176,769,714$ 173,025,930$ 137,195,419$ 206,214,826$
4.09% 7.20% 14.83% 14.81%14.27% 12.71% 10.73%
Legal Debt Margin Calculation at June 30, 2015
True cash value (2014‐2015) 7,699,660,882$
Limit as a percent 3%
Debt Limit (as a percent of real market value)230,989,826
Debt applicable to limit:
Gross bonded debt 26,708,299$
Excludable debt ‐ Bancroft improvement bonds, bond premium
and commercial bank loan (1,933,299)
Debt subject to limitation 24,775,000
Legal debt margin ‐ amount available for future indebtedness 206,214,826
Total net debt applicable to the limit as a percent of debt limit 10.73%
162
Fiscal General Bank
Year Ended Obligation Bancroft Loan Capital
June 30 Population Bonded Debt Bonded Debt Payable Lease
2006 46,300 11,572,205$ 2,282,946$ ‐$ ‐$
2007 46,400 11,066,369 1,345,030 ‐ ‐
2008 46,715 10,547,958 1,301,230 ‐ ‐
2009 47,460 10,011,895 1,278,130 ‐ ‐
2010 47,595 16,708,100 1,203,730 ‐ ‐
2011 48,035 32,597,213 1,024,530 ‐ ‐
2012 48,415 30,735,000 966,239 ‐ ‐
2013 48,695 28,805,000 903,739 ‐ 58,074
2014 50,444 27,059,171 445,756 ‐ 58,074
2015 50,787 24,990,106 373,711 1,300,000 44,482
Governmental Activities
CITY OF TIGARD, OREGON
RATIO OF DEBT BY TYPE
For the last ten fiscal years
* Revenue bonds issued for improvements to the Tigard Water Service Area (TWSA) are liabilities of the City of Tigard, but were not
issued as full faith and credit obligations. Debt service on these bonds will be paid by customers of TWSA, which includes residents in
the cities of Tigard, Durham and King City, and an unincorporated area of Washington County.
** Personal income is not available for the City of Tigard, so per capita income for Washington County is used.
Sources: City budget documents, Comprehensive Annual Financial Reports of the city and Washington County Deaprtment of
Assessment and Taxation.
163
Long‐Term Percentage
Note Payable Notes Payable Revenue Total Primary of Personal Per
Debt Debt Bonds * Government Income **Capita
1,465,007$ ‐$ ‐$ 15,320,158$ 1.08%330$
1,242,187 ‐ ‐ 13,653,586 0.96%294
1,012,986 ‐ ‐ 12,862,174 0.90%275
777,296 2,853,868 ‐ 14,921,189 1.03%314
529,978 2,853,868 ‐ 21,295,676 1.47%447
270,925 5,953,868 ‐ 39,846,536 2.72%830
‐ 2,398,000 105,367,290 139,466,529 9.44%2,881
‐ 2,293,486 104,896,687 136,956,986 9.21%2,813
‐ 2,201,107 104,896,686 134,660,794 8.75%2,670
‐ 2,105,957 139,643,153 168,457,409 10.87%3,317
Business‐type Activities
164
2013 2014 2015
Gross revenues 14,907,664$ 16,079,753$ 18,944,301$
SDC‐related:
SDC Fund interest earnings 4,746 ‐ 9,294
Reimbursement fee receipts (2)881,294 442,651 308,896
Improvement fee receipts (3)660,425 389,460 503,853
Total SDC‐related 1,546,465 832,111 822,043
Operating expense:
Salaries and wages 1,131,531 1,225,170 1,462,677
Contracted services 249,857 400,972 336,178
Water purchases 3,177,982 3,199,292 2,644,491
General, admin and other 2,316,605 2,548,678 2,781,892
Total operating expenses 6,875,975 7,374,112 7,225,238
Net revenues (including SDCs)9,578,154 9,537,752 12,541,106
Net revenues (excluding SDCs)8,031,689$ 8,705,641$ 11,719,063$
Debt service ‐ first lien bonds:
2012 bonds 3,539,888$ 4,719,850$ 4,719,850$
2015 bonds (4)‐ ‐ ‐
Total debt service 3,539,888$ 4,719,850$ 4,719,850$
Debt service coverage ‐ first lien bonds
(excluding system development charges)2.27 1.84 2.48
(1) Revenue bonds were issued in May 2012 and February 2015. One of the debt covenants requires debt service
coverage (Net revenues divided by debt service) to be a minimum of 1.1x.
(2) Reimbursement fees may not be available to pay debt service on the 2012 Bonds until City Council takes action
to authorize that use of those fees for the projects.
(3) Improvement fees have been approved for the projects related to the Lake Oswego‐Tigard Water Partnership.
Tigard anticipated approximately 85% of the bond proceeds to be used to finance projects related to the
Partnership and approximately 15% of the bond proceeds to be used to finance projects that are not directly
related to the partnership.
(4) Debt service payment is due in fiscal year 2016.
CITY OF TIGARD, OREGON
COMPUTATION OF WATER REVENUE BONDS
DEBT COVERAGE
For the last three fiscal years (1)
165
Assessed Total Unemployment
Value Personal Rate
Fiscal of Taxable Income (Portland)
Year Ended Property School Per Capita (thousands Metropolitan
June 30 Population
(1)Per Capita Enrollment (2)Income (3)of dollars) (3)Area (4)
2006 46,300 88,081$ 12,134 $ N/A $ N/A 6.3%
2007 46,400 93,635 12,100 N/A N/A 4.8%
2008 46,715 97,878 12,451 N/A N/A 5.3%
2009 47,460 99,915 12,685 N/A N/A 9.7%
2010 47,595 103,249 12,913 N/A N/A 8.4%
2011 48,035 104,688 12,688 N/A N/A 9.5%
2012 48,415 106,559 12,691 30,522 1,477,723 8.2%
2013 48,695 108,467 12,688 32,527 1,583,902 7.5%
2014 50,444 108,381 12,718 33,709 1,700,417 6.4%
2015 50,787 112,431 12,676 34,878 1,771,349 5.4%
Sources of Information:
(1) State of Oregon, Department of Administrative Services
(2) Tigard/Tualatin School District #23‐J ‐ City student totals not available
(3) Washington State University ‐ Northwest Income Indicators Project
(4) US Department of Labor, Bureau of Labor Statistics
CITY OF TIGARD, OREGON
DEMOGRAPHICS STATISTICS
For the last ten fiscal years
166
Percentage Percentage
of Total City of Total City
Employer Employees Rank Employment Employees Rank Employment
Tigard ‐ Tualatin School District #23‐J 779 1 2.76%779 2 2.49%
Nordstrom 422 2 1.49%461 4 1.47%
Capital One 413 3 1.46%
Macy's Department Stores 399 4 1.41%704 3 2.25%
Oregon Public Employees Retirement 396 5 1.40%347 5 1.11%
Costco Wholesale Corporation 273 6 0.97%341 6 1.09%
City of Tigard 270 7 0.96%267 9 0.85%
Gerber Legendary Blades 232 8 0.82%
Comcast 228 9 0.81%
Servicemaster Building Maintenance 220 10 0.78%
Ikon Office Solutions 277 8 0.89%
FLIR Systems, Inc.250 10 0.80%
Renaissance Credit Services 1,116 1 3.57%
Providence Health System 303 7 0.97%
Total 2,431 8.61%4,845 15.49%
2015 2006
CITY OF TIGARD, OREGON
PRINCIPAL EMPLOYERS
For current year and nine years ago
Source: City of Tigard Adopted Budget and Tigard Chamber of Commerce.
167
Fiscal
Year Ended Number of Number of
June 30 Permits Value Permits Value
2006 8 50,744,300$ 299 100,965,847$
2007 9 50,512,736 231 67,798,361
2008 6 73,614,404 93 31,810,734
2009 4 1,944,775 42 9,324,154
2010 4 2,003,118 123 27,972,462
2011 5 837,655 113 28,150,102
2012 5 2,589,566 104 27,794,839
2013 8 20,053,155 174 41,954,242
2014 9 24,964,563 72 21,410,225
2015 10 31,518,023 280 45,546,665
(1) From City of Tigard Building Department. Multi‐family permits are included in the number of permits issued for
residential construction.
Commercial Construction (1)Residential Construction (1)
CITY OF TIGARD, OREGON
PROPERTY VALUE AND CONSTRUCTION
For the last ten fiscal years
168
Function / Program 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
GOVERNMENTAL ACTIVITIES
Community services
Police 78.00 80.00 93.00 93.00 90.10 90.10 91.10 84.50 84.50 82.50
Library 33.20 34.20 41.90 41.90 38.80 38.80 38.80 34.80 34.80 34.80
Public works
Administration 7.60 7.60 8.85 8.85 9.35 9.75 8.75 9.00 9.20 9.20
Parks maintenance 10.75 10.75 9.75 9.75 9.75 9.75 9.75 9.75 9.75 10.75
Street maintenance 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.25 7.25
Healthy Streams ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1.00 ‐ ‐
Fleet maintenance 2.50 2.50 2.50 2.50 2.00 2.60 2.60 1.50 0.95 1.95
Property management 3.25 3.25 4.25 4.25 4.25 4.25 4.25 3.75 3.85 4.85
Engineering (a)15.50 10.50 10.50 10.50 11.80 11.80 11.80 12.00 13.00 14.00
Community development
Administration 3.00 2.00 3.00 3.00 2.00 2.00 3.00 2.00 2.00 2.00
Building inspection 18.80 19.80 17.80 6.20 6.24 7.20 8.10 7.80 8.80 9.00
Development Services 8.20 8.20 10.20 10.20 7.56 7.80 5.90 4.80 3.80 3.80
Community Planning 7.00 8.00 7.00 7.00 7.00 7.00 9.00 9.00 9.00 9.00
Development Engineering (b)‐ 5.00 5.00 4.00 1.60 ‐ ‐ ‐ ‐ ‐
Economic Development (c)‐ ‐ 1.00 1.00 1.00 1.00 1.50 1.00 2.00 2.00
Policy and Administration
City management 3.80 3.80 5.30 5.30 4.50 4.50 4.20 4.00 4.00 5.00
Human resources 4.00 4.00 5.00 5.00 5.00 5.00 5.00 4.80 4.80 4.50
Information technology 7.00 8.00 7.00 7.00 7.00 7.00 7.00 6.30 5.80 7.00
Risk management 2.00 2.00 2.50 2.50 2.30 2.30 2.30 2.10 2.10 2.10
Finance administration 3.00 3.00 3.00 3.00 5.30 3.00 3.00 3.00 3.00 3.00
Financial operations 10.80 10.80 5.50 5.50 4.50 4.50 4.50 4.60 4.60 4.60
Utility Billing (d)‐ ‐ 6.50 6.50 5.50 5.50 6.30 6.50 6.80 6.80
Design & Communication 7.30 7.30 4.50 4.50 3.05 3.05 3.25 3.05 3.05 3.05
Contracts & Purchasing (e)‐ ‐ ‐ ‐ ‐ 2.30 2.30 1.80 2.00 2.00
City Recorder/Records (f)‐ ‐ 3.00 3.00 3.25 3.25 3.35 4.15 4.15 4.15
Municipal court 3.00 3.00 3.25 3.25 3.50 3.75 3.75 3.65 3.65 3.65
BUSINESS‐TYPE ACTIVITIES
Public works
Sanitary sewer 7.25 7.35 5.35 5.35 5.25 5.25 6.25 6.25 6.50 5.50
Stormwater 7.25 6.35 7.10 7.10 7.00 7.00 6.25 5.25 5.50 6.50
Water 16.50 17.30 16.30 16.30 13.00 12.00 12.75 12.50 12.00 13.00
Total 266.70 271.70 296.05 283.45 267.60 267.45 271.75 255.85 256.85 261.95
Source: City of Tigard Finance Department
(a)Engineering was budgeted with Development Services until FY 2009‐10.
(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)Contracts & Purchasing was budgeted with Finance administration until FY 2010‐2011.
(f)City Recorder/Records was budgeted with Office services until FY 2008‐09.
CITY OF TIGARD, OREGON
FULL‐TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION
For the last ten fiscal years
169
This page intentionally left blank.
Functions/Programs 2006 2007 2008
GOVERNMENTAL ACTIVITIES
Community services
Police‐number of traffic citations issued 6,800 6,979 6,383
Police‐number of calls for service 51,062 51,000 51,377
Library‐number of items in collection 143,500 156,500 176,210
Library‐materials checked out each year 850,000 918,540 1,131,093
Public works
Acres of park land maintained 176 180 184
Crack sealing completed annually (linear feet)151,000 160,000 160,000
Vehicles maintained to industry standard 148 150 153
Community development
Number of inspections (Tigard)19,550 23,000 23,500
Number of permits (all types) in Tigard 3,351 4,500 4,850
Number of development applications 374 507 450
Policy and administration
Number of job applications 2,000 2,000 2,300
Laptops and computers to maintain 500 540 435
Insured value of city's real property (in millions)41 46 74
Number of utility bills sent **112,775 113,502 115,574
Average fine amount collected 97 90 94
BUSINESS‐TYPE ACTIVITIES
Sewer
Miles of sewer lines cleaned (annual goal)51 52 53
Miles of sewer lines video inspected (annual goal)22 22 23
Stormwater
Miles of stormwater lines cleaned 29 30 44
Number of water quality facilities***70 73 75
Total number of catch basins cleaned***4,045 4,150 4,915
Water
Number of accounts 17,300 17,400 17,870
**City of Tigard started monthly utility billing in January 2011.
***GIS data improvement
Source: City of Tigard Finance Department
CITY OF TIGARD, OREGON
OPERATING INDICATORS BY FUNCTION/PROGRAM
For the last ten fiscal years
170
2009 2010 2011 2012 2013 2014 2015
6,925 9,101 7,021 8,308 8,939 7,177 6,462
50,115 51,158 49,358 52,226 52,420 48,840 47,247
193,710 216,110 237,110 244,154 250,454 245,000 248,225
1,249,462 1,462,304 1,507,248 1,522,422 1,459,334 1,385,376 1,280,376
189 189 233 243 248 253 255
160,000 160,000 160,000 160,000 160,000 160,000 160,000
158 160 149 149 148 157 160
7,778 8,700 9,990 10,000 12,500 12,382 12,200
2,278 3,025 3,220 3,047 3,049 3,404 2,958
508 370 370 381 357 341 388
2,215 1,900 1,000 1,100 2,500 2,000 2,100
451 488 491 491 503 523 525
78 82 82 82 82 82 82
114,500 116,800 176,274 236,389 238,400 241,500 244,000
90 90 126 126 140 140 160
47 41 41 41 42 42 42
23 23 23 23 24 21 21
30 31 31 31 32 21 21
78 72 90 90 125 126 126
4,437 4,437 4,368 4,368 2,768 2,840 2,840
17,900 17,900 18,129 18,265 18,350 18,350 18,565
171
Functions/Programs 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
GOVERNMENTAL ACTIVITIES
Community services
Police stations 1 1 1 1 1 1 1 1 1 1
Library buildings 1 1 1 1 1 1 1 1 1 1
Public works
Number of parks 13 13 13 14 14 14 18 20 20 20
Acres of park and greenspaces 347.0 348.0 348.0 396.0 396.0 435.4 447.0 493.0 499.0 514.0
Miles of streets 150.0 150.0 150.0 150.0 150.0 150.0 150.0 150.0 150.0 150.0
Community development
See Note
Policy and administration
City‐owned building facilities 5 5 5 5 5 5 5 5 5 5
BUSINESS‐TYPE ACTIVITIES
Sewer
Total miles of sanitary sewer lines 152.8 160.4 160.4 161.0 162.8 164.5 166.1 166.9 166.9 166.9
Stormwater
Total miles of stormwater lines* 116.6 130.9 131.0 131.0 131.0 131.0 131.0 126.0 130.0 130.0
Number of water quality facilities* 62 77 77 79 79 92 92 125 126 126
Water
Water mains in miles 224 225.1 225.1 225.1 235.0 245.0 248.0 248.0 248.0 248.0
Number of reservoirs 13 13 13 13 13 13 13 13 13 13
* GIS data improvement
Source: City of Tigard Finance Department
Note: No capital assets indicators are available for development services functions.
CITY OF TIGARD, OREGON
CAPITAL ASSETS STATISTICS BY FUNCTION
For the last ten fiscal years
172
Date of Incorporation 1961
Form of government Mayor / Council with a City Manager as the administrative
head of the government of the City
Area (Square Miles ‐ incorporated area)13
Miles of streets 150
Police protection:
‐ Number of stations 1
‐ Number of sworn police officers 67
Education:
‐ Attendance centers 17
‐ Number of teachers\FTE 644
‐ Number of students 12,676
Building Permits issued (2014‐2015)795
Recreation and culture:
‐ Number of parks 20, totaling 255 acres
‐ Greenways 244 acres
‐ Number of libraries 1
‐ Number of volumes (estimated)245,000
Employees:
‐ Classified service (union)175
‐ Unclassified (non‐union)87
Information obtained from the various departments of the City of Tigard, Oregon and Tigard/Tualatin School District #23‐J
City student totals not available.
June 30, 2015
CITY OF TIGARD, OREGON
MISCELLANEOUS STATISTICAL DATA
173
This page intentionally left blank.
Audit Comments and
Disclosure Requirements
174
175