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' 1 2002 -03 Adopted Bitelgd_ • : . ... ....., • • ...., _ _ 4,.., •, . • r . . " ... • ...iiiii.a. . - .v./".4r - . '' Budget Cover Description/Narrative On the Front Cover: The Sorg Rhododendron Garden is registered with the American Rhododendron Society and named in honor of Mr. Otto Sorg, a long time Tigard resident. A bronze memorial plaque was placed in the garden during the dedication ceremony on May 8, 2002. The plaque bears a quote from Mr. Sorg, "Please take care of my garden ". The City, along with Mr. Sorg's grandson Jeffrey, began transplanting the plants in May 2000 from the site Mr. Sorg had originally maintained as his own garden. • Cover design courtesy of Nancy Lof, City of Tigard, Office Services • .- • .. r 1 - ,s _ ..p:r' .�• y,._ •';- - Y O_ F TI"GARD ;GON • • - • . FY 20.02 -03: • . ,- ,:' _ r • ADOPTED BUDGET' , • • - . , - • • BUDGET 'COMMITTEE • ,. • ' ; • Mike -Benne • Mayor Jim Griffith • ; ' GeorgeBu'gess • Councilor Craig Dirksen ' • ' ' . L Irene'M::1V46 Councilor Brian• :Moore;`. 1 ' her Councillof , E: Patton y 'Zuffrea :Councilor Ken, Scheckla • - I J i i ,F :d, }' - „ t i; ,, .,. _ .# ~te r'.:' ? 1 =ar;. . r • "� it ` r Y `•` ' ' v! . .,Y > 1 ;�, '. �,%tr:'_ ,• _ - , i ' ; CITY DEPARTMENT •DIRECTORS ; 1' _ , N.. ; • • , • W lliam •A:''Monahari . ;1Vlariager;: - ;� � � . , - : = _ • Chief of:Police, _ 4 '' Ron•GodoPaster•: " • '.Cit' =•En ine :Gus" Duenas:' , :Ci •'Recorder: - :Cathy - Wh y • Community DeuelopmentDirector`_: James •N wJ _ ., I . y - , tor l 4 , - _ nce Prosser = y .. S I • :13 re c4of'F Ha Craig P` • • , . Directorof =Network Services Paul deBruyn r `Human Resources Director. ' ; : ' Sandy Zodrow` • 4 Lib rary, Director -, Marga e ° Barnes Puli lic ` Works .:D irector. :T Ed Wegner .. ,' _ Risk Manager/Management -Analyst Loreen'Mills' t City Attorney - Ra His, Crew: Corrigan; - • `& B'aehrach: - �1 ia1Ni ; E tl ` j� • • Jt •�' III • • r :F` • • • • GOVERNMENT FINANCE OFFICERS AS.S.00IATION Distinguished •• • - • , - " Budget Presentat=ion A =ward , • PRESENTED TO • City of Tigard • Oregon • For. the Fiscal Year Beginning July,1, ,2001.. President Executive 'Director • • = • The Government 'Finance Officers Association of the United States and Canada •(GFOA) presented . • an award of Distinguished Budget to the City of Tigard for its annual budget for the , fiscal' year beginning July 1, 20.01.= • In order to receive - the award a goveinmental'unit must publish a budget document that meets program criteria,as a; policy document, as an operations ,guide, as a financial plan, and as a communi cation. device . The award is valid for a period of one year only. We believe our current budget continues: to con - form to program requirements, and we are submitting'it'to GFOAto determine its` eligibility for another ; award. ' Users Guide . ..._ - . . Table' of BUDGET • S , . • - . ; . . • Budget Transmittal I;etter' - • • 5 . .. • Contents V ision Task Force,Goals •• • " _ . .10 • , • • ;Council Goals' .. _ • . - : __ : _ .;15 • - . - Citywide Organization • Chart . • • - , -. : . ,_ 17 , : Bud'get Summary ... • • 18; , - . Summary of. All Funds : 19 • • :. Where the .Money Cotes From • 21 • :, Where the Money oes -- - 22 - ' '. :. . Staffing. Levels • .. , • , 25 . . . • " , , Fund`Balance 27: . Comprehensive LongTerm Financial' Plan ' • , 29 . • . _ REVENUE ANA ; - • , . • • •. - Current Revenue Summary„ - 'By Fund .:. - • • - 35 . •,, Property Tax'S,ummary. - - ; ---.. • 1 : • , • 36 , - - -Assessed•Valuation- •. . - 37 - • Property Talc Revenue ' . • _. • . - • - 38 , • - * State Revenue Sharing . • _ ' ; `39. • - ' Enterprise Funds '= User Fees' - 40 • • - Connection -Fees' . • - ,. 41 , "Permit 'Revenue - , .. ' 42 • " •• - S Fraichise Fee Revenue: • . . > - . ' . . 4 • 43. • • County`Fuinds - : •4 • ' : ' . . ; _ Fine , and, Forfeiture Revenue ° • - • • - - • - 46 -,•_ . ', Interest'Earri • r • . 47 • . .: - Iriterfund'Transfers , _ , . , .. 48 '• • • > .PROGRAM SUMMARIES , - • ' Program Budget", Organization 56 Expenditure Summary -.By Program: - - '58 :: . i .. _ Operating. Budgetliistory . • - - • , ' _ • , - , 59 • _ , " • Comm unity Services Pr_ ogram - , .: , • • • • Org Chart.. : 60 - Experiditure/FTE Summary. - - ' 61, • ' , , . :- Police - • - .. • - . • ' . • Organizational ChartJFTE. • ..62. • Police Administration - 63 _ . • ' O ;66 . - "Support Services - _ • ` 71 • , • Library • Organization Chart/FTE Summary 75 • Table of Library Administration 76 ' Readers' Services . • 79 ' Contents Technical Services • 83 Circulation - 86 • _ - Social Services and Community Events • , Social Services /Community Events 89 Public Works Program . - Organization Chart 90 Expenditure/FIE Summary 91 Public Works • Public Works Administration 92 Parks and Grounds 95 Sanitary . Sewer 99 Storm Sewer 102 Street Maintenance . 107 • Fleet Maintenance 110 ' Property Management 113 Water 117 • Development Services Program : , • Organization Chart 121 • • Expenditure/FTE Summary 122 Community. Development • Organization Chart/FTE Summary 123 CD Administration 124 - , - Building Inspection • • ' 127 - ` Current Planning 131 ' Long RangePlanning 134 Engineering . ' Organization Chart%FTE'Summary 137 • Engineering _ 138 . ' - Street Lights &'Signals ' - 144 - Policy and Administration Program - Organization Chart 147 Expenditure/FTE.Summary 148 • City Administration : , . ' . Organization Chart/FTE Summary: 149 Mayor & City Council - 150 ' . City Management - 1 . , . - Human Re ` 159 - Network Services .163 ' Risk Management 166 - - ' - - " Organization Chart I FTE; S mma; y : 1 T _' T ab le of F inance Adm'ini'stration 172 • • - ' f `'Fi . C ontents Office Services g. ' •.. , . •181 . - R e c or ds : . 184 Municipa Court" - - _ . . r 188 ' • - ' 'G.eneral'Government.: . , . . • � Organization Chart � • . - : 19I • • , ' ' ' ' ' •FTE Summary' . , - 192 - ' - • - Citywide Support_ • • , , . .. 1.93 , • . ' • City Attorney . 19.4- 'Capital Improvements': :• I P :' _ : ,• ' : Captal:Improvement=Prograiri °Summary " _ .1 ' .' '` Su nmary�of Capital:Projects - .-- " ' ' 197 • ', = - ' - , F'ive: ; Year , Capita_l; Improvernent'Plan, 198 _ .^ w;Debt Service; n :.-• 1 :'' • t xp lanatoryrNarrative /Expenditure•Suminary - 230" '`� • • • , , Debt Service Summary' • , • ;;, .. 231', . "j,`: • • .. • •';-A I.` i General' Obligation. Bonds ,, . - •232' ' .';', _ .'Bancroft,Improvement Bonds , ' 233 , - • - . uts Oandmg and Planned Debt Issues - - - . _ - 234. • • • • ' . r FUND SUMMARIES. ' • •,,- - ' ° • ' I . , . . - ' . ', • 1. General Fund •, , , `, . . , , Generalu .. - , , • _ . . , .- . . 23 .8 ' ', . ' . - " _ , Enterpri s e'Fu nd$, i . = - • • - ' - - .. - ;`Sanitary,kSewer und; F' - ,.. ''. .. ' . "... : -_•.,. -.,. • . ' ' , ` St Sewer: F _ und' _ ` ' -_ • - 244 - ' • . Water CIF Fund ' • . -- ,- . - ., , . 249 , _ • ' , • Water Quality /Quantity:Fund 250 3' • • • ' • ... • • Water SDC- ':Fund'• ----• • - • • • • 252 , - ; ' . • • ' _ '' _ ' F Special Funds ' ' 1. , ° - ' Buildi - 2 54 - ' : . '' • ' . ' County . 'Tax' Fund -, . , . , ' . : . , " ' 256 6. " - • • Criminal Forfeiture Fun d ' • ' • • - 2 _ '- Econoiruc•Improvement'Distnct Fund 2 5 9 - _ - :. 'Electrical`Inspection'Fund . =26Q • . Ga s T ax F 262. Insurance Fund' ' • , 26 . , ' - ' • 'Parks Capital Fund • • ..: 3 2 65.. - _ , - ° - ' ,'Traffic.Impact`Fee,Fund. 267-- ` Tree Replacement Fund 269 Underground Utility Fund 270 Table of Urban Services Fund 271 Urban Services Traffic Impact Fee Fund 273 Contents Capital Projects Funds, 69th Ave. LID Fund 275 Dartmouth LID/CIP Fund • 276 Facility Fund 277' Metro Greenspaces Fund • 278 Park-Levy Improvement Fund 279 Wall Street LID Fund 280 • Internal Services Funds Central Services Fund 281, Fleet/Property Management Fund 283 Debt Service Funds, Bancroft Debt Service Fund 285 General Obligation Debt Service Fund 287 GENERAL INFORMATION - Basis of Accounting 289 Budget Process 290 • City Information 292 • Fiscal. Policies 294 APPENDIX Schedule of Appropriations 301 Summary of Contingency Budget Message 310 Glossary of Budget Related Terms 317 Advisory Committees 322 • Staffing Summary, • 325 - Management/Professional Group Salary Schedule 326 TPOA,Salary Schedule 328' • OPEU Salary Schedule, 329 City of Tigard Map Back Page • • .. The budget- document describes -how theCity.of Tigard'plans to meet the needs - , City of Tigard, of the community.._ It is also,a resource forciti interested in learning more Oregon • • about the operation, of their City' - User Guide't(i • The, Citrbudget; fulfills several functions: _ the Bud et budget i s . ,a n accounting_ do • 'It establishes . . . At' its most basc s g t i l ev e l; ; • the bud : • , Document. the, guidelines that the City uses ; to measure and .control expenditures and to track its revenues.:' . . • . The budget also serves as an operational guide. It identifies work programs and goals to be achieved for each department' or, unit in the coming fiscal ' '' • year. ' . • At the highest level the budget _ is an important policy document:. The • ' - • ' annual budget process -is the one time during the year when all 'of the -City operations and processes are reviewed m: a comprehensive manner: The , City reviews the needsof the community; pnoritie`s; and goals and'then '` � . matche resources against thoseneeds ;. priorities, and. goals: Resources are limited; so - 'choices must be made._' The annual budget reflects those choices. � Finally, throughout - allle the' budget- is, a communications tool. - is one , . 'means that thie City'uses, to explain -the various >'demand's, needs, constraints, ' • . resources; and :opportunities it ifaces.:`It communicates` the choices made and _ • , - • • the direction''iri whickthe City is headed.' As the reader reviews the information in this :'docume nt, he or she Will _see r elements;of each, ?aspects a budget: ' The:,City of Tigard's budget'document is divided. into eight primary sections as ' " presented below , • Budget; Summary - . -' - . - Th Budget' Summary`is designed to give 4 the^readerYan overall :view of the entire" City budget, It contains the Budget Transmittal' Letter from ;the City . • • . • L:• Manager. The Budget Transmittal etter presents :the CitY anager's'basic • , `approach to this budget, : major policy issues to.be •considered;maj'or changes • • from the�last ; fiscal.year, and ' reflect, changes to �the,Proposed •Budget made by • , , the Budget Committee, and the City Council. '(The City Manager's Budget _ • Message,, which - accompanied the Proposed, Budget submitted to the Budget - Committee is included iii the Appendix to' this' document :) -' - . ..;The Budget Summary also- contains. the Vision, Goals and` Council _ /H,tf,Hi0,,11161 I II\ Goals. These two, documents; define what'the City hopes to achiieve.both the - longterm andsin,the'current fiscal year These goals.provide the "foundation for • • ' . !Many : of the choices made in constructing this budget. ' , • • This section also contains summary charts and information to provide a one-stop City of Tigard, picture of the entire City budget. These high -level summaries provide an easy Oregon reference for overall City trends and conditions. User's,Guide to Finally, this section presents the Comprehensive Long Term Financial Plan. The Financial Plan projects City revenue and expenses for major operational ' the Budget areas of the City over the next five years, based on current conditions and Document expectations for the future. The City uses the.,Plan to identify future trends, to identify. needed corrective action, arid to forecast the success of current financial efforts. Revenue Analysis - The-Revenue Analysis section contains information about the City's primary sources of revenue across all funds. This section provides a basic explanation about Oregon's property tax system and a of the City of Tigard's - property tax revenues and =assessed .valuation. This section also provides- histori- • - cal trend information for each of the City's ,major revenue categories. Program Summaries The City's operating.budget.:is organized by major p rogram areas: Community .. Services, Public, Works, Development Services, Policy and Administration, and _ 'General Government. Each program area contains-orie or more operatink de- partments or divisions. The Program Summaries section provides detailed information for each program area by department and division. The information ' in this section includes a program -level narrative and summary expenditures and I authorized position counts: ' . The following subsections within the Program Summaries include a narrative for , - . each division presenting °the long term results the division, is working to achieve, a description of the division's services and 'activities, FY 2002 -03 goals and ' Objectives, accomplishments for the prior fiscal year, and major highlights of the division's budget. This section also. includes workload indicators for each ' - division showing how. much work the division has accomplished in the past and • - ' • how that workload is expected to change in FY 2002 -03. This section also • includes 'effectiveness measures for each division :The,City of Tigard has em- barked on a program to measure how well it is doing its job. Effectiveness measures are indicators to show the progress of each division in achieving its - long term results. Community Services. Program This section includes budget appropriations and explanatory 'Material for . ' "�''" " ° � H ��'�p�dhl�1�i`��' the. Community Services Program. The Community Service Program '�' - includes Police, Library, and Social Services and Community. Events. 2 - . , I . . . . • -• - • "" : : • ,) publfe:Wor,k,s' 7. . • :• " Cily of Tigard, , • . , . • ••• J Oregon • • r- This section includes budget approprationandexp1natory maenal • ""-• • for the iiiiblie•NorkS.Prograrn..:::• includes . . • Guide to .Works AdiniiiiStratinti; fiaricSI:andOrolinds;:.,Saintary...SeNyer,.... , , Storm Sewer, Street Maintenane, Fleet Maintenance, Property Man- •,to • - et • ' p .•• • • .- - .;: d r, \NT ' ' • • ".. ' • - • .'•‘• .• . • • W ater titit - .• • Docent • _ ,•• - • • • ,• • -; " • . ' z • Development Services PeOgrairj- • _ • , • • • • - • • •- , • • , . This se includes'hudget. appropriations and extilanatory..ma. .1 3 • • P • •• 4 • ' • r " • ;•• for Development Ser Programi:,- The • • • .. - • , P rogram includes Community Development Admimstration, Building • • eCtibn. Carrel Planmng, Long Rnge Planning, Engineeruig, , • • ;." ••• • - •• •3•:'- 4 . % P Sti6et . .i.;ights . , - • • - • .. • ";'„ • .. •-„•• ..„ .. • . • • ‘ • )sp.arka,,.9r - - ' '• for • • the Polity. , . r5' r- • r-r". ct.c'•ty c 'City Mnierit , - • • . - --....,tratiorf.•Program.includes,MaKor ounc anage .„ . • • • ; • • •.;•,11infiatillek)tircts';;Risk,Mari4g,ertiql,-,,.,..Pc:. SP. • petatioris, :OffiCe."§,et and „ f,'1' • ••••• , -,.; ••••:' , • , • • ••• .- • M umci p a l .Court • •• • ' -'• ".. • - ' ' - •• • ' j.... '•- • - - ',Geherat.,Gatrernment..Progr - pm . ,...,•.. - • • .. - 1 - - ' • • This 'Sectibn-includes:budgetappropriations„an !exp tOty Material . • 4or the Genrl Goierriiiient: ?ingrain This prograirf.includealhe, City- '• • " • . • fiaire.iiitte' beeri`tianSterfe •.• . - .•• , • ,• • .• P • .; • P.P Capital improvements P .1P.,;•• , :C . . k e . 3.. The • . 3 " • r'P 'Capital Impro section proildes . , . Adopted Five-Year Capital Improvement Plan (CIP) The Five-Year Capital „ ' •• •' • .....Iniprolienient PrOkram contains information abut major construction and • • aciinisitidnprojeC•t's'",that' 6 '• • • j ections of capital needs '•:irer the-fcillowifig-fotit years'.. • ' . Debt ;S . - _ • • 3 , . • 3 „ .• • 4'6 putstan tions • ■-•• 3 4' ) 064i t. future debt service,riecinfre4:. • • " ' :-..m • . , . . . • . „ . . - - .• • ' ' Fund Summaries • City of .Tigard, - O The Fund Summaries section shows detailed fund reconciliations for each fund managed by the City. A fund is aself- balancing. set of accounts and is used to • User's Guide to track revenues and expenditures for specific operations: Under Oregon law and • the Budget • Generally Accepted Accounting, Principles, revenues and' expenditures of individual funds may not be co- mingled. This section shows .current and D ocument ° historical infonnation.on the resources and requirements of each•of the City's funds. ' General Information _ _ - . - The General. Informatio section includes a description of the process the. City • uses to build its annual budget, a description of the basis of accounting used by the City, general statistical information about the City, and a summary of the major fiscal policies the City follows in managing its financial affairs. Appendix • The. A ppendix section contains a variety of other budget- related information to . ,assist'the reader's understanding, such as salary staffing summary and a glossary of terms used in the budget. - .This section also includes a listing • of Advisory Board and members. A map of the City is also in - eluded in this section.. •- • 1411,10 ii I 4 • J1 ,.� .__ - _ .. I. � - _ _, - _1.. .µ.. .. 7.r s ir. �. I. •fir -_ -_ ' - -_' - I .. _ ..p -; �_.� !,al, • ` Ti ' Ci . a rd • I I < . i - ki= Oregon • - • : S r ,;_ - �.^ fi - • - • - - 1 � - •1'� } :�� S <� B U'DGET''SUMIVIARY , r • Budget' Transmittal" Letter` . ,. .. ,.,.. 5 •_ => Vision: Task: F orce :Goals' 40 • - Council Goals. : :15 . r � Citywide Organization' Chart ;17 • - L Budget Summary '' ;1 8 • • = Summary of All Funds . ,19 Where' The Money Comes From 2`1 Where ` The':Mo ie • Goes . :, 22; I�o'y'" r � .. �• • . y, - •. rte, fF5 • • Staffing Levels .. . 25 • •. Fund :Balance. 27 Com rehensive •Lon -Term Financial Plan 29. • b� p - • 4 „�inJll/�b'IRlgl��yy "�'�IryI�NNIryI4 . - Y _ - �. 1 1 .. , - 4 r.ly„ ill "P 1 I - _ , • • .r .L,. .,,, -' - • cr • • • • • • • • /r MINI �; �� • /�f i� w@s�saa maimait .. • • City o Tigard, .Oregon: • • p. • - .. - _ • • • • • • • • . 9 Ii '' ! ' 2002=2003 Budget Transmittal � l ee ` - ,. -, -.. .... _ r ,_..1- _� .: ,' - CITY,OF'TIGARD , �' OREG'ON;• July `1;`2002 Honorable Mayor • Griffith, Members of the City CounciY,,and:Citizens of ',the City, of ' Tigard, .. • On May 6, 2002,,1 submitteci _my Proposed FY 2002-03 _Budget to the members Of the • . • , 'Tigard Budget Committee'(the_City Council and five citizen members): I 'included 1my. , Budget Message with• that document. That message identified: themajor issues•; which , • affected the development of • my proposal summarized the ma jor _ f ,of'rny : , proposal: • My,origin budget message is - included, in the , Appendix to this document „ , • = held three public'meetings on the Proposed'Budget. 'Atithose, •meetings', the. Budget Committee'heard presentations from .,departinerit':directors•and other -Meetings' City staff;,coricernuig:the proposedNdgetfor each City�departinent T Commit . ' f :provided ` the opportunity. for public comment The Budget Com approved, s everal amendmentswto: the •Proposed Bidget and then forwarded it to the'City . Council - for:' • "• adoption 5 '� Tl e City Council convened' a; public `1 earmg on4heT, 200203 Budget on June 11, 2002: No corriments,from the public were •received at this'' hearing. A minor: amendm_ent.to :the ,''r' A roved�Bud et.was r'o osed and. a roved.b• 'theCouncil Followin the ublic':: PP •g ; . ,P_� P �,.. PP. ,�,, .:. Y g 'P • : hearmg,;'tl e "City Council..adopted the - FY,`2002 03• Budget _ - • ' r ; This, transmittal, letterxsumxriarizes-the,rnajor rovisioris of theFY 2002-03, y.. ; � ? ,. •'2002 =03 = Budget. , ' ' • The A Operating. Budget of: $26,940,143 represents an increase• of 4 6% over - the FY • 2001- 02,Ado ted O eratin Bud' et. ' This4.low' owth:rate is p ossible •because of strop' financial'mana ement:b Ci staff.. Th_ e;=Ado ted':O •eratm Bud et is $75,6087.'more'.than the,FY 2002 - 03 Proposed• Budget' Thus change reflects'the am to`the Proposed ' . Budget that were•. made by the Budget Committee on May 2 0, 2002 which were technical in ,. natu'rerOr.reflected more current°information'on the cost of Ci ro ams and the ' . ty p, gr. amendment a roved b the C'i ' Council•at'the •_ ublic` on June .11, 2002. • . s. The;'FY 2002 -03- Budget calls; for a net decrease of :85'positions. The total number.of.; ' - :.atithorized.,positions (260.45) :6 positions which are vacant and -will. remain` so' • unless: Ci revenue`s "iincrease"e' ond ex ected levels. 'Staffin increases decreases in . 'the.I udget area;as'follows: `Finance a decrease of 1:0, Library a 'decrease; of .05 . Police •- a ' deerea and Public Works aii.increase.of .7.: ; .' •' : • 2002 -03 Budget Transmittal July 1, 2002 Page 2 of 5 The FY 2002=03 Budget continues a computer system reserve first created in FY 2000 -01.. The City follows a replacement schedule for smaller computer equipment but major computer system replacements have been funded, on an as- needed, as- available basis. The City is planning on replacing the existing finance . computer system in FY 2003 -04 with a combined Finance /Human Resources system. The total cost of this replacement will not be known until the City conducts a review of its business processes this year The reserve currently holds $250,000. ' The FY 2002 -03 budget adds another $125,000 to this reserve. Followingis a description of the Adopted Budget for each department. City Administration • Information dissemination and improved communication with Tigard citizens continues to be a high priority for the Department. Besides the monthly Cityscape.newsletter the Department is using the Community Connectors program, City web page, and cable television broadcasts. Each of these programs will continue to be used and improved as all departments do more to provide information to the public in a complete, concise, and understandable. manner. The budget of the .Departmentincreases 1:9 %. Staffing is constant, though one position in Network Services will be held vacant. . City Attorney In the past, City Attorney costs were, billed directly to City departments. The City Attorney program_unit °was used only for "those costs 'that could not be directly attributed to a specific "City 'department' or .program. By doing this, the City was able to charge City Attorney costs directly to those programs that used the services. The downside of this process, however, was that it made it difficult to identify the full, cost of the City Attorney. Beginning :in, FY 2002 -03, City Attorney costs will all be charged t the City Attorney. program. These costs will then be allocated: out to the appropriate City fund via the City's . cost allocation program. This unit now also includes money to pay the City's labor attorney to help in collective'bar-gainingissues. This money'. used to be budgeted in the Human Resources Division: In FY 2002-03, the City Attorney budget is. up 24.3% from the FY 2001 -02: amount. Community Development • • The Community Development'Department is key to managing growth in the City of Tigard and making sure that as we grow'we are developing the type of community we want. This, Department must also respond quickly to changes in building trends and • development activity. The workload of the Department has been affected by the recent 6 ' 2002-03 Budget Transmittal July 1;'2002 Page 3 of 5 : recession, but, isanticipated to pick up with recovery' of If to `'localeconomy: The: budget ' ° for Department is down` 3.4 %. from last. year., . • . , Engineering, A The. En eerie De artmerit continues, to design and: contract for im rovements to - • . • streets, bridges; sanitary. sewers,, ,storm •dr-ainage and parks: A major .issue for the Cit of " , . . • . _• Tigard is the: continued limited, funding for transportation - related' capital improvement :projects-. This .limited fundin articula'rl in the as Tax Fund .is forting the Department • • ; to its. focus -away from, general; street' improvements to those areas where' funding - M '. exists: - -major arterials The Department is proposal for a�street utility which: will be, p tot he City Councilrearly thus surnrner Thus budget doesl.not - r ' contain any funds from\ this proposed fee. The FY 2002 =03; Budget'for the 'Engu eering - `near`ly constant with only a .5 %increase. "Staffing_ s constant, thiou`gh one:L , , . ;;positron will be..held vacant pending'arilmprovementm #he;Crty's•revenge picture. The FY 2002 03tiBudget for the Department is up only 12 %. •and staffi is by1:0 • 'Last Tear's:budget: included one,' position to handle the anticipated workload ;from ' = • the start Of a ;Photo Radar speed., enforcement program: ,That: program was not • • ', implemented,: however, so ° thus position rs no longer' needed\ s r 7 • ,. The support to,the•efforts of other•City departrrients and is) • respo nsible for:, collecting City revenues and= overseeuig City finances In 'FY 2001 =02, the Finance Department�led .a "successful.;audit of'PGE frarichisefees by''24 cities thiat recovered ,? $3'3 million for_participatiri`g cities and;$310,746`fo "r.the City,;of Tigard 'pie -03 Budget;'iricludes funds to contuiueth is 'successful: program: In addition, the . '' • • "approved 'a'$1.3 mullion bond rmeasurefor the construction of a newlibrar'y,.in 2002.° ThieFrnance Departmen will,be structure the liond`.sale to.get,,the best - ;ririterest'rate for the City. . " • Library • • 'Thie, FY'2002 -03 Budget for;therLibrary is up 44%. There is a minor decrease •in•staffing • levels. Th►e staffing: decrease -reflects':the completion of =the work °of a�limited term position added mid -year, FY 2001 -02.- : During the ..past year, the library, added four hour. s' of, service • .',. • each ' veek`in response` to Library ,user demand for Friday night °services. r'WCCLS funding - ' of Library, services Wilt be before voters; ofNWashington' iii Nov 2002. Tigard • voters approved a•borid =measure iri May 2002 for' "the construction.of a new library. Efforts • of ,key Library staff'will be -devoted to 'activities related to the Noyember,"measure and' . planning and preparing for a, new library: _ • • 2002 -03 Budget Transmittal page 4 of 5 July 1, 2002 Police , " • The FY 2002 -03 Budget for the Police Department - reflects a 32% increase from the FY 2001 -02 Adopted, Budget. The budget also reflects a reduction in staffing of .5 FIE, resulting from the decision not to implement Photo Radar speed enforcement at this time. Four of the positions authorized for the Department will be held vacant pending an increase, in City revenues. The FY 2002 -03 Budget also includes a substantial increase in Tigard's share of the cost of the Portland Police Data System. This system provides a common database and records system for all police agencies within the Portland metropolitan area. Public Works ' . , • The FY 2002 -03 Budget for the Department is up 8.2% from the FY 2001- 02.Budget. , Staffing levels are up by .7 FIE. The department . is scheduled to add half of a position in. the Parks and Grounds Division to maintain: additional park facilities brought on line in FY 2001 -02. The remaining .2. F I h increase results from the continued phase -in of the Public Works Depar-tment.reorganization authorized- in FY 2001 -02.. A. major cause of, the increase in the Public Works budget is the increased cost of water purchased from the City of Portland for Tigard's water system.' Capital Improvements , , The FY 2002 -03 Budget includes $17,281,631 for Capital. Improvement Projects (CIP). The CIP includes projects designed to improve, expand, or perform major maintenance of the City's infrastructure: roads, water and sewer facilities, buildings, and parks and grounds. Debt'$ervice The,City issued General Obligation Bonds in 1984 for the construction of the Civic Center. These bonds mature in 2003., FY2002 -03 will see the final payment on these bonds. The FY 2002- 003 includes, however, debt'service for a new General Obligation Bond to ; build a new library that was approved by voters m May 2002: The balance of debt service is related to. local'improvement districts and will be repaid by assessments from _ participating property owners. ` ' . funds . . Governments account for their activities in discrete financia units called funds. In our continuing effort to improve our management practices, the City of Tigard' has been reviewing its fund structure.' In,FY 2002 -03, the, City will be phasing out several unneeded funds: The State Gas Tax Fund•and the County Gas Tax Fund will be merged . . into a Gas Tax Fund. The Park. Levy Improvement Fund, the Tree Replacement Fund, the 8- • ' • . 2002-03 Budget Transmittal July 1, 200T Page 5 of 5 . Metro Greenspaces Fund, and the' Parks SDC Fund will be merg to: Parks Capital Fund. , These changes will not only simplify and improve the City's, financial Structure arid accounting, but it will also improve management: of the City's Capital;. Improvement - • Program: P Measures ' - - • The City ;has been working hard to clearly identify goals and results desired and to - ' - measure our progress ; towards achieving those To that end; the City, has been , - , , developing a performance measurement system over the "past several years: Performance " ' measurement : has.two aspects: workload and effectiveness: The City has; included . ' , • " workload measures in its - y ears. Thesemeasures report oni , -' • and' projected.changes in workload.; They tell the reader`how much we are doing '° They do not tell how'well we: are doing it' In FY 2001 -02; we added effectiveness measures -, to , budget: These measur` es are "designed'to tell'Tigard citizens • how well We are doing ' ''' • - - but job. FY°2002 -03 marks the-second yea that Tigard has included effectiveness. • • 'measuresin its budget., .These trieaaUres help Us to gauge our, progress inmeetingthe ' goals set for 'us by, ;. he.City Council and the citizens of Tigard ' . ... Concl.usioo ' - . The City of Tigard's •Adopted Budget has'been thoughtfully ,prepared.to=address areas of , .growth,arid to fall,w of the Financial Plan .',`: This` Budget ensures the:, - ' '''contiinued provision of quality services to .the public While 'conservative, the 'Budget ' reflects the concern brought in by Oily eco local conditions, and the demarids for • • ' • • . service resulting from our continued :growth ' _ C' I.want to thank the City Council their support throughout• this,. budget process and,the • "' citizen'members of the Budget Committee for taking their tine to mvol"ved in ,this , •' _ • . • • m- portant civic endeavor I'also`want to' thank' all department heads and their staff for : ' • theirrsincere efforts at producing a budget that Will provide, thebestvalue ,to tYe,citizens' Ti gar d . , • Respectfully submitted, - - Williain A. Monahan - • ‘ -City. Manager.' , . - - . : , • . • • 9 The City of Tigard engages in two goal-setting/visioning processes, which help , City of Tigard, to set the direction for City government and help to determine departmental Oregon work plans. Vision Task Force • - Vision Task . Force Goals In the fall of 1996 and throughout 1997, Tigard residents, government profes- sionals, business people, and community group leaders volunteered to work togetherto determine what should be the community's future.: Adopting the name "Tigard Beyond Tomorrow," they established a process that would define a vision for the Tigard community. Then they identified the resources for o implementing that vision through a,partnership of individuals and organiza- tions. -. The Tigard Beyond Tomorrow process has 'completed its fourth year of work- ing - toward the community's long term goals. The City, School District, and Fire District have taken, the lead in carrying out some of the action plans. ' Other plans have required the involvement of local businesses, non -profit agencies, volunteer groups, churches, and the community at large. Every person and organization that takes part is making the community's vision a reality. For the first time since its, inception, . the goals for Tigard Beyond Tomorrow were updated during 2000. The citizen -based Vision Task Force accomplished the goal update with input received from a community -wide survey. Prevailing themes .arid modifications to the goals centered on during this review were; , -• Enhancing communication ' • Preserving and protecting open space and natural areas • Developing alternative modes of. transportation - • Effectively managing storm water runoff • ' Tigard Beyond Tomorrow goals include: , . C ommunity Character & 'Quality of Life . Direction Statement.- Tigard citizens are involved in their community In- • • volvement is citizen driven and citizens have: the tools to communicate ,effec- ' . • tively with community -wide, decision_ makers: ' Volunteer spirit has'been maxi- ' • mized through community -wide coordination of volunteers: Our community . • supports its volunteers appropriate training and volunteer recognition. Tigard encourages local, regional, and community; events,. City funding priori- 'ties go. to events which move.toward financial' self sufficiency, and new com- munity -wide events. Business owners, property owners,;and residents of the • Main Street area display strong leadership, •ownership, and commitment to ' • downtown development, . The Main Street area is seen as :a focal point for the • ' community. A clear direction has been established for pedestrian- friendly . . ' downtown and is being implemented. The Tigard community has ,a defined, D Mil \ proactive vision for community aesthetics. Open space is a priority and new .4.191" , J91. 4I development is required to dedicate open areas. for community use. . 10 f . .. ' 1 • Communicatio n Goals , r t i . , Ci(02o ,Ti • . ' • O re g o n; : • #1) "Citizenc eent opportunities willt, maximized'by•providing , -. ', ' • - educational ro an s-on rocess assunn accessibili ' •information m,a , • : - .. ' ' ' ' .`variety of formats, - providing •opportu'nities.for input on'commumty`issues, Vision and establishing, and maintaining a:program of effective two -waycommuni= Force' Go als .. ' Volunteerism Goals . ,', • . ' _ #1) City will maximize the effectiveness of'the volunteer spint•to •accom- . • - • : - ' - p t h e gr good for our community. _ _ .• , , . : . ' • • ' . . Cen tral Business <District.(CBD) - 'Go , ` : . , • , #1) Provide opporturiities. work proactively •with Tigard' Central 'Busine`ss ' • . ' .. ,; District Association (TCBDA) busmesses; and .property •owneis and ` , _ '. `' ' .. 'of�Tigardwto; set -the, course.' for the'.fiiture of_ the 'District: , - 0.,' :j) ` . •I I - - , - • • - ` .' • - . ,Com - 'E ven ts Goal . - - , , _ • ° ,`.,,`.- : -. : ' #1t) Develop overall approach ;-for sponsonng community events that •estab -, _ ' F •, ` :lishes balance among ° popular: or -traditional. standing•- events; requests .for • . •- suppo of.new events, and limit City resources: 'P •, - ; #2) On -going community Omits'. are financially self sufficient long term. _ _ - _,Community Aesthetics Goals - s ..... } • . - °`r'',#' 1);' Develbpstrategies'' to; lia lanceneeds :ofnew'and;infill•development with •• •" • ::'''• '' ' i. _ the °need,to'prov� de,preservation and protection:of open. spa n ceatural. areas,, ' ' , :., - _ -.. ` and other defined aesthetic qualities valued , by• those who alreadylive, ,,, ' , ' %work in Tigard:. - - • - : r '' , • • - ., - •: e • , ' &. Growth • Management i' - ,- : '• . - ' Direction S ta t em e n t - T igard contmu grow- , G row t h is•accom ri odated ` t ' ' 1 while protecting�•t l *new and established neighbor • . • • ' hoods. The Ci -,encoura es and u orts nvate •sector' ro ams,to maintain , t3 s '- g PP P ¢ _ P �' - ` ' ' - : diverse and affordable housing Urban services are.pro to=all citizens ' . ' within Tigaiii's Urban Growth Boundary , •Recipients services pa tl eir ' - ' : share: :to cal: and small businesses are;encouraged as _ a important offour. • ' : , ' ' conuinmi ;andour econorn 'The Ci ` of Ti gard.is active artici antin,' ',, . •- ' • regional ' issues. -: Its .citizens are: educated about issues in OUT region'and` take , - ' advantage'of opportuiuties •to participate "m decision - making processes." • , - •.. : - ' ' - ,.. : Goal , #1) protecting; the character and liv t ' t ability" ofnew;and. ' - , ' „ . • established, a reas : while• ; p`roviding ' for natural environment arid open space • ' • • c throughout :the; - c ' -' • : - - A F Y •Goal; #2) Urban sereices' are provided to all citizens within Tigard's Urban _ Growth ; •Boundary and recipient of services pay,- their•share: Goal #3) Partnerships for advocacy for development of additional units and City of Tigard, preservation of affordable housing are encouraged and supported by the Oregon City and the community Goal #4) Local and small businesses are encouraged as an important part of Vision Task _ our community and economy. - Force Goals Goal #5) The community is able to effectively participate in decision- . . making processes because they understand the land use system. " Public Safety Direction Statement - Tigard is a safe,place to live, play, an do business, with ' efficient public' safety services coordinated by police, fire, and emergency management providers. Citizens, and businesses are well educated about public safety services; Tigard's citizens understand their role and responsibilities for the safety of themselves and their 'community; and businesses take a proactive role for"their responsibility in protecting their investment in the community. Public ,safety service providers plan for their service delivery in such a way as to minimize the negative impacts of the regional populations that travel to and . through our community each day. Stable funding provides, uninterrupted public . . safety services at desired levels. G oal Th e community residents, business owners, and service providers . understand'their roles through effective communication to successfully enhance public'safety' arid 'emergency services. - , Goal #2):Develop long term, stable funding sources to ensure efficient, uninterrupted public safety and emergency services. Goal #3) The community is trained and prepared for emergencies. , . . School Education' ' Direction Statement Tigard area residents have access to good quality public and private schools. Residents of our community, whether or not they have . children in the.school system, understand the importance of education and how - they can help' promote education of our .community.. The public schools have ' stable funding through 'State and local` funding options. Curriculum• and extra-. curricular programs are important and are well supported.- through volunteers, • • local funding, and increased partnerships�with business and government. New development assists in paying for new education infrastructure required by growth in the community. Public schools and governmental entities in our ' ' . community actively partner in day -to -day operations and other costs :to. fac ili- tate the most, efficient delivery of services. . - - • Goal #1) Schools, City government, and other service providers success- ' fully work together to provide a community-based recreation activity program for young, people. 4 j ''\ 11 Goal #2) Educational opportunities for students in Tigard- Tualatin Schools will be. maximized. - • - . ' 12" - • A .I. ni - - C` •, j• ' ,• 't -�.. L .1, . . 114 Go #3) Scho and City government effectively work,together ta.maxi- City Tigard; mizefefficiencies and develop alterriativesupport_ options Oregon• - ',•, '' ,.. Goal..#4;) Government;p permit -the Tigard'-Tua School, - : I • District'to, pre pare fo`r' 'growth and niaxmuze: the�qulaity, of services : pro - vides students, , 4 • • Vision T : ` ��;. • . Force Goals : � ;, '. -` " •.. , • - •� - • ,: ��'�� "�a� � - ��- � ' '• . '. '. - - ; . .. Goal #5 ) Sch dist ensure effective two -way communication. to the: entire:commiuriity by regularly providing information, about school-related . , issues: " • Traff c .and Transportation : " - Direction Statement - Tigard takes' a-proact werble'in:regional, transportation . planning: ;Funding sources are'diverse, include:regional resources' and,are• <adequateto`build and maintain our transportation system Each, type of street t ? s. safely handles the .traffic it designed to serve: I ocal traffic, is served .by a . •' well= connected street network that minimizes traffic" impacts' on• neighborhoods: ' 1 <Tigard's arfenals and- 'ma�or;collector streets accommodate through traffic ` ‘c reducing :the impact':of regional`. traffic "on. +loc'al neighborhoods. Alternative • • - Iran' sportation%method's' are affoidable and` available Use J ofalterrmative °trans- , f = portation is encouraged:' , _ - h r, :. • _ Goal #1 Iiri roe trafficssafe' • �'•. _ . � - -. :�; ; 'Goal'. #2)'`Iiriprovearaff c�;flow. , .. Goal{ #3) Alternative modes of transportation'.are' available' and- use:. is • I - maxunized: , 'f, + Goalp#4)' Identify and develop ' funding, resources: y { Urba' a nd Public S . Direction Statement =:' Basic' urban ,services'such.as "access'to, arks- frecre- 'at=onal opportunities,, and �libranes)7'are - provided! to Tiga c ti ens through property taxes and fees for:servicer FCitizens are charged' for'enhanced services on_ a cost-for-service basis Expansionof t infrastrl cture necessary. .growth'is;paid -for by .growth. `Iii effort to facilitate .the•most efficient deliv- ery of basic: urban , services, partnerships ,•with - businesses, 'special interest _ , groups, an other communities_ are encouraged:; Citizens . are educated about:., basic.. urban. services;• and =how to "access: andipreserve the services }ti -- - #1) Lbrary.willhave a stable <funding`•base��for�the provision of�basicser - vices:. : #2), A w de`.array ,of opportunities for.life long learning are :availabl'e in a' - `: variety of formats and used :by the commun : t _ #3) Ad equate facilities'are } available-for efficient d elivery.of life -long lea=ning programs and'services for, all ages: 13 f , - . - 1 L -.r -_ - - - r', - - ' = i. r - . •'• =; .. - -' '1Cy I+ ! _• - • • Parks & Green ways Goals , City of Tigard, #1) The City educates and supports citizen efforts, to understand the impor- Oregon tance of flood plains and how the areas are managed and protected. Vision Task #2) Open space and g reenwa y areas are preserved and protected. Force Goals Recreation Goals #1) Create a special parks and recreation district with the City of Tigard spearheading the process and providing opportunities for the Tigard com- munity. • ' #2) A wide range of leisure and recreation opportunities are available for the Tigard community.. Water & Stormwater Goals - ' #1)' Actively participate in regional development of drinking water sources and adequate, innovative. funding mechanisms to develop those sources for Tigard users, while exploring local options for water reuse and groundwater source. ' - V ' #2) Stormwater runoff is effectively managed. . . • AV' 14 V . ., ;Cou.'ncil G ,' _ H 'City of Tigard, ' .`{' „ � , , _ . - ` '' , :y_ .: _, . ' • • ' Ore . The Ti City Council meets:,a the begimm �g'of each`cale ye:to e stab= ' • • _ - - ' - lish�;goals_." Council,goamprise' h igh .priority tasks ":or :program s that'• the =City . "" , • ; C .. -- " ' Council l •intends ls co ,to •coniplete or initiate during".•the e to yar, though ttainment of • , ouncil Y a rsio • . ` • ��. ' "thes goalsma years. Ttiegoal` are-b a`sed on� Task�'Force ., y'Goals = Goals,' departmentalrieed ; ,and City Council•: priorities. In.the�goal setting • .- '' ' f eeting;'the-City`Council re .mfor n ation'and develops a short -list Of ' goals. • Council goals , set the' priorities: fo_r City' government and: are incorporated ' • ;into departmental work•plans. ', ,, : _ ,, •• • - T Council- established thefollowing•go for 2 '. , , . . . " . _ : ln consideration -of,the_2002 Goals ; t he : City Council'; stated the following: . -' _ - - The present state of the economy is a concern that could impact the r ,, • Council's icompletion ofthe 2002 Goals ;Eachof the Goals could be . T �' . <•- �'' - :" , _ : ` - imp f the st federal, or'local economic situa`tro r n esults iii a de -, _ - ;.creas iin a furids'for�Tigard operations •and projects: , , -.� ' Iii', ', , ,f. - t 1 -- :GOAL'1: ?'', TRANSPORTATION" i .' ''•'' " '' Explore' funding; sources• for"'. tran'sportation;needs': Funding for. maintenance • '"r '', ' ' and :capital "are` needed for the following: I . . • ` - , • - -1- ._.:Roads, i , " ,; .. 5,. • `. - ' • " .2:'" `cles : - -:` '` - 3 ''Pedestrian S Sidewalks, streetli ts, -` . . •• ' •; ; . ; •: < _ .. ;ter . ;,:: - , 4: ' .k' w th'Tn - td,d0elOpiiitra,tity bus service, and •Park- and Ride: _- _ `,=;' locations:; - u • • " • , ' ' - ''C :'. Work.with" OD.OT on state=funded'•:facilities: - - • GOAL'2�: PARKS AND:RECREATION = r .'''''' . '. - A. Complete master r plans for city parks (Summerlake, Fanno;,Creek Park, • ,. , •• . + . • ; expansion, • 'D : Pa rk, : et c :): . • • ' ; . - • t . • ' B: '.Continue: to_work w ith and support the Youth •Forumand youth' activities' _ - (before and after school programs, •Skateboard Park Committee): ,„ . " ' • ' ' " . ` ' GOAL DO WNTOWN ° _ • . ; , - - T ' A. { •Plan for,tr a cornmuter rail station., . • '• B•. Review zonirig'and comprehensive standards ;in.the downtown:. •. x '1f� ciation , � Dstrict�Asso 1 ork con'unctrori.witli,the Ti �ard'Central•B . _ • C: .W , - Tigaid Area Chamber `of.Commerce, othei' interest `groups 'on "a down • :, - • . ' ..- 'Irdiiivillii'\ • • • - ' • : , ...- ',. -' • .• .,.; • ...;,• .. '- - '-'' . .' ", .. ••• . ,,, ..' , • , ,-- . • , '. , ,•,. ‘.' :', : '.• ` town` redevelopmentplan:: - - _ 75 •, GOAL 4: WATER City of Tigard, Oregon - A. Continue to evaluate options for a long -term water supply. . • GOAL 5: GROWTH MANAGEMENT Council ' Goals - , . .A. Continue to evaluate the results of the Bull Mountain. Annexation study and • discuss the findings with the residents. Cooperatively develop :a course of • • . action. B. Monitor the progress of the Durham Quarry development, receiving 'regular ' council updates. , • C. Consider ways to support the provision of affordable housing. , D. Actively support implementation of the Washington, Square Regional Center Plan E. Evaluate the need and feasibility of having,the Tigard.Post Office Branch : become the. Tigard Post - Office. • GOAL 6: LIBRARY ' A. Council Members will individually support promo of the library con - _ struction bond. . , ' GOAL 7: COMMUNICATION - ' • A. Continue to meet with local,' county, regional, and state partners. - , • , 'B:. Continue to improve and expand- comrimunication with Tigard citizens • 'through the CITprogram, Cityscape, website, cable, media, Community ' Con : an d other means., ' C. Support English -as -a- Second - Language programs in Tigard. . . , . , . • . • ' //9/Af//'iK/� El 1l . 1 x - - • � • +,., n '.• _ •-,'• qY . -. ,•• , J • • e:, ; +, "'t :i,4', Y '' . •'-', _, , — r 1 ._ . 1 r' 1�S v1, CnY _`�' . • • ,}._ it y:' . .r - ... ,- .. - .2,- ' r • : r.?`IC,r City of Tigard • s Oregon C ;•Citizens,- ,fl Organization .. - : �M ' ,Chart.- :IBy' t '. • }` ' ,Program ■ •r> ' . ' Mayor & City . T R _ City Counc Attorney D J Ci 1Vlanager, L - ` , R' Y - '''''''• _ K i _ ` ' - - Pol _ - ' ;�' . - ep -.._ - _ - - '•Admmistrauon ' � er adon s.; ._ �; - �,- — - - •'- - ! e - - ",.. ,, -' F• -,;. 1 ' :: S e r v i c e s ` , T. ,t-r • ,• T,/ • ••••'-iA ,u • , , _n. Readeisr: Technical'' • ' A d mm is trati o n ( Circulat .;I - r Servrce ' Seivices y Y a ; - _ ,7• JI _.. . -.- __ � •.i r. • ti � 1 4 S' - - __ •'' - _ ' L, ' ' , _ _ ' - ! '� 4. ti �• - $em _� StOtnl '. .,,I '"•''•;. : t , • , - `s' ; J ' Administration' , -'' 5+,• -. r .Water, r 'J • ; :• . r : `'r � ',P Wo ,,;,- I ,....-,t , . . j .-• I , Street, - Fleet . ' Pr - r ''' Pai'ks & t ; . • • t < ' Maintena Mamtenance ` • Manag Grounds'. , , rr - y s '• -. •, , r w Community r, r -, "B ,- r Current Long •...•'be:, .. I 'De`velo ` men, 1 A d m int str itti on , : '," � �" R ' + ` 5 . .Planning '*Pla ning ' ' ;`: ,, ¢ `. Clty - r City Human. Risk Network • -•-• Administration Management sources , ' "Management- Services z. ' 'Fin e . Finance , Financial Adiniiiistrative . .. %Admivastiation ations" Oper Se . .1•, • �!ll'Illl - 1`'ilp1I' • gip`, - + ,~. ' I I _ _ l • I - J . • '''•' �'� - -..n tee, ,. - - - - - _ . ' s • V't' i. - • - • - _ .ti - - i'• - z �� - - ..?,', "' ,•l t" 17. ry T' ' � T5 M ,.. til.'i f'Y. ,.,„i.. , ...• I • 'SF ,. 1 r • Actual - Actual Adopted - Proposed Approved Adopted • City of Tigard, Description 1999100 2000/01 2001/02 2002103 2002/03 2002/03 Oregon Operating Budget Budget by Program - Community Services $7,465,505 $7,924,561 $9,065,313 $9,322,871 $9,397,166 $9,400,166 Budget Summary Public Works 8;204,026 7,529,438 8,331,556 9,015,170 9,015,326 9,015,326 Development Services.. - 3;419,279 ` 3,425,507 4,113,075 4,040,090 4,040,902 4,040,902 Policy: and Administration 3,207,314 3,410,521 4,224,151 4,294',304 4,291,649 4,291,649 _ . • General Government 281,697 22,247 25,000 192,100 192,100 192,100 Total by. Program. - $22,577,820 $22,312,274 $25,759,095 $26,864,535 $26,937,143 $26,940,143 • Operating Budget Budget by Classification Personal Services $13,665,644 $14,196,667 ,$16,522;501 $17,637,880 $ 17,702,142 .$17,702,142 • Materials and Services 8,078,918 • 7,365,576 8,730,349 8,728,655 ` 8,737,001 8,740,001 • • Capital Outlay _ 833;260 750,031 506,245 498,000 498,000 498,000 00 Total by Classification $22,577,820 $22,312,274 $25,759,095 $26,864,535 $26,937,143 $26,940,143 Operating Budget - Budget by Department Police $5,768,196 $6,161,933 $6,979,144 $7,137,956 $7,200,155 $7,200,155• Library 1,582,109 1.,648,568 1,965;719 2,048,715 2,050,811 2,050,811 • - Social - Services & Community Events 115,200 114,060 120,450 136,200 146,200 149,200 - Public Works • 8,204,026 7,529,438 8 9,015,170 9,015,326 9,015,326 • • Community Development 2,053,010 2,033,859 .2,388,216. 2,307,946 2,308,696 2,308,696 Engineering /Street. Lighting '1,366,269 1 1,724,859 1,732,144 1,732,206 1,732,206 ' Finance • - 1,324,252 - 1,447,588 1,791,719 1,767,621 1,812,966 1,812,966 City Administration 1,883,062 1,962,933' 2,432,432 2,526,683 2,478,683 2,478,683 - General Government - 281,697 • 22,247 25,000 192,100 192,100 192,100 A Total by- Department $22,577;820 $22,312,274 $25,759,095 $26,864,535' $26,937,143 $26,940,143 Full -Time Equivalent Positions 25220 254:88 261.30 260:4 - 260,45 260.45 • . k _ _ - X11', Fu nds .. . ' • . - • �Sunmary of,A _• _ - _ Wa ter :,a ;' Economic TraBlc : . • • _ _ - ,Sanitary' Storm' _ ' 'Water - ;,Quallty/i ; - Water' s ,,'County, ; "Crimi ,Improvement Electrical..' _ • •' Parks Impact - ,= Gen R l '.Sewers _ - : Se '_Water • - =CIP' Quantity - , SDC ",. t , Building, ,Gas' Tax, Forfeiture .- District ' • Inspection Gas Tax? Insurance' Capital. Fee,,, ' Fund , Fund r - .Fund`-, .' Fund ';Fund _ ''Fund''t •, Fund Fund, ;,Fund•: 'Fund . ...Fund' - • Fund; .Fund 'Fund Fund Fund • - • . • -, n ' - r ' '...'Description • : - - .,RESOURCES 3 A _062 228`. 1'775 280, °y$794,075' $799 ;928 $80;000 _ $69,220 .:? $0 ' 5135 ;298 $577;500 $499 ;600 -' 1994,434 • Beginning,F.und Balance , $6;643;662 ST, 908;080. 5694,580; 56;291,42 54, E r ' ` ^ Revenues•. _ Pro ert Taxes , $8 $0 ' ' - ' _$0 $0 $0 $ ti ; $0; ' SO , : . . $ $ 0 $ 0 - $0 $0 $0 $0. , P. y.. _ ...• - Grants x40 900 ,. 0 :• 0 0; - - 0 0 _' ;: Or 0 . `.0 = 0 0 0 0 . 0 • 27 7:400 660;000, ' Interagency Revenues . . • , 2,388 864 - '. 0 0' . 0 '. s , 0 ;, - 7 0 - - • "0 .?.• -0, ' 0 - 0 0 , 0 1 776,269 0' .•.,.. • 0 435',013- Building' a Development e Fees & Charges ' . 193,614 0 _ 0. - , x283,400 • 10 0 -- .5445,0 839;100` - t _ • • 'O , . , 0• - 152 600' • 0 0 . 454,043 .' 815,015" Utillty Fees & Char • - ' - - • 0• ., ,750;813 1 ,577,126 • - 6,201;,067.• . • • `- _ 0 59;000 :. " 0 ---1,100_ :: 0 ' " 0 0 , - 8 480 - .0, 0 0, Misc &Charges- _ _ . ' 159,260' . _ 0 ' •0' ' '4;000' •0 ; 0-• -_''0 _ , 0 0 , - - Fines 8 Forfeitures`; _ 407;530 ' 0 0„ ',0-: • 0_ 0 . ' 0,, • _O + 0 .. • 0 - r.: 67 0 : 0' b ,.r -.'r ; 0 :.. j, ; : •` ' 0, , _ ' • 0-'1.:. 0 ' .0 • • 0 0• • 0- • - 0 ' 0_ , 0 -, �„ , - ; _Frenc a r n i f Business .7., 2;524,1 0 , • Interest Eamings - 234,150 °` 276,713 24,310 .2 ' : ^62,135 :,27,500.': 20,000; 0 -< 2400 .'0' 5,000` 20,212' :. 17,486 33,930 ' 58,877 • Bond/Notes'Proc �. 0; ' 0 - 0 - • 0 0 > 01°: •' 0< 0 ,', • •4 0 ; 0 0! 0 0' - 0 _840,248 0 OtherRevenues', _ 44;850 12`000 0.-' 47,380 0. -0 ` 0 0 0 0 0 0 2 .40;000 - 225,000 0 ` " Total Revenues $14 ;737,204 $2,039,526- $1,601,436 $6;760;847 ` 514Z200.'". - . , 5112;135' __ $472:500 $866 ;200 '-.$0- .• $2,400 ' - _ $0 $157;800 '$1,808;961 , $57 ;486 - $1,764 ;621 -$1,966,905-' ` ; ' - _ 0 77 861 ° ' .SO' • 5410,000 : - ',$,6: 394'875!= - '$0'. ' ' $ 0 ' $0 ° z $0'• . ' $0.' : . $0 • -. • $ $4 Transfers in fr o m other funds - • - $2, 131;077 $0 $0 $ p -, ; - -_ - �- = $0 292896 $2i882;322 _ - $3;57:1 ;984' ., ,' ,.' .. '= TOTAL RESOURCES "' • ' • E 59;945;808!-T,52,298;016::313;447,145,‘.$4,204;428' _ • c i • _ • " - •' 23 ;511;943 59,945;608?` $2 298,016c 513;447 145 $4;204 426 $1187;415 $2;122 ;415 1580,000 - 571;620 $ E !RE . : . , . • _ :� _ . . L FxpendItures by Program: - r • . r I ; 'CommunIty Services ' .$9;400;166, . $0; - '• $0 S0', $0 $0:, • $0 ' , .,-,`$0; - ; • = $0 __ $0 $0 $0 ' $0 SO $0 $0 - = =Public Works' • . 2,511,437' .487,658 • -' 5 06;733 4,644,051. . 0 , = '0-•' ° :0 ., ' 0 0, . 0 0 0 o 0 ' 0 , • 6 + Development Services; • -' • 2,573,110 ' Gen '0• 0: . 0 , _ 0 .0. _ .0, 992,792•. 0 • - '0 0 `. '0 475;000 , ..0' 0: ;•0' Polley and rAdministretion 298 407 0 ^ J 0 0 ' f , 0 0 O 0 eral Govemroent 1 . . - _ 0. - ,0 • , : 0- '' 0 0 0 :Cr . , 0 , _ - ,, . r $ 74 �. y , : ' 0 . _' _ 0, , . -' 0 0 • - Total Expenditures ;783,120 ' - $487,658' $506 ;733•^ '$4,644 ;051; .-• • $0 •$00 . _ $0 $992 792; •• • r$01 1.:,.. ;.$0. ;''• ' -$0 $0, $475,000 - $0'. . -$0 t^ `$0 •: ^ - Debt • $0 ;' $0'. • T '$0 " • • _" $0_ •_ • $0 • - $0• ` $0• ,E' $0 ;$0' $o,. $0' ' $0• $01 • i$0 $277 ;86:1;..,. $o ,- _ ; ' ` • _ . Capital Improvements' . +' 326,250 _ 2,300,000 :,-,-• 200,000 ; ' 1,373,000 s 670,000_ ° 32,000 400 000 -A,. - " - ' , , 0' • 0 - 0, . - 510000 ,, ' '0 1,576;100 3125000 Trensfer Out'to otherfunds ; 4;566,781' '. 268;000•- + 555;873' 1;157742 0`z 1,270 ,• 394;875 , 2 87,243 80,000' - 10,000 0 ' • 169,612 1581583 100, - ..0:'-'" 405'785 ,_ • Contingency •: • - :' : 475000; •-,213,000 1,025 ;100 - 4,900 , : 119.231 190;000;• _ = A, . 1 _ ,500 , 0" 25,000' 293,000 ' , - •0 273;000 ,.41):1_19; 3 Total Budget - _ $3;530;658 +' $1;475,546 '$8 ;199;793" $770,500i.:•.'138,170;' $914;106 $1,470 ;035 0 $80,000. .,$11;500` • _ _ - _. <$0' - $194;612 $2,859,583. $100,000,.$2 ;126,961 353,571,798 ' • , ' - , E 2 0'673151 - "i ' $ 3 52469.• 652 . -, ', $pig: $60 ' •' • $0 ; _ - $98 ;284 $2 ' $457,086 - _$1;042;094 ,$166 • -. _ _ Endin •Fund Bal 52;838;792 $6;414;948 , . $ 820; 470 °'`.$5';242;352 .53,433 ;926;'$1;849,245.• $ _- $ • TOTAL R EQUIREMENTS . $23,511,943.- '$9,945,606•" $2; 286, 016 °$13;447'145 ;415~. $1,266;575,•82 ;122 ;415 $80,0007 - x$71,620'• °$0,,•$292,896 - $2,862,322'• $557,086: $3,169,055 • • - . Summary of All Funds - Traffic • • - SW Park, .Wall Fleet/ Bancroft ' • - Tree 'Underground Urban , impact Fee- 69th Ave. Dartmouth • Metro Levy Street Central Property. Bond Debt GO Debt .. . Replacement ' Utility , - Services, Urban.Serv. . LID' LIDICIP ' Facility - Oreenspaee 'Improv LID Services Mgmt - Service Service . , _ ; Fund Fund Fund Fund Fund' Fund - ,Fund Fund Fund Fund Fund Fund Fund Fund Total Description RESOURCES - Beginning -Fund Balance ' - • $200,000' $305,760 $662,348 ' $1,502,558 $137,412. _ , $8,967 . $2,795,619-_ - . $75,000 $135,000. $0 ,$400,000 • $0 $495,914 $40,000 _ $39,686,939 Revenues Property Taxes - - _ ' $0- . - $0- - . SO $0 " $0 ' $0 • 0' $0 0 $0 " 0 0 - 0 1,334,138 . 510,078,007 Grants - 0 0- 0 0_ - 0 0 0 • 0 ' 0 0 • 0 -0 0 0 - 912,300 - Interagency'Revenues ' - 0 0_ 50,000 0 0 0 0 - 0 - 0 ,' ' 0 0 0 0 0 4,650,146 - _Building and.Development•Fees 8 Charges . 0 0 539 .317,900 - 0 0 0 0 • 0 .0 • 0 0 0 0- 4;040,372 • , Utility Fees 8 Charges 0 . 49,000 - '0 0 - 0 - 0 0 0 0 - 0 . . 0 - 0 - . 0 0 ' 9,643,586 Mlsc.,Fees &Charges - 0 0 ' 0 0' 0. - 0 - 0' 0 0 0 - 0 0 - 0 0 163,260 Fines B' Forfeitures ' ,0. - 0- 0 -0 -0 0 0_ 0 0 - 0 0 0 0 0 407,530 Franchise and•Business Tax ,0, • _ 0. 0. 0 0 - 0 0 0 0 0 0 0 ' 0 0 2,524,167 - Interest Earnings ' ' -0 _ - 10,700 18,000- - 52,590 . 0 314 .421,247' 0 0 0 ' . 0 0 158,712 5,000 1,814,476 • - Bond/Notes Proceeds 0 0 0 . _ - ' 0 0 " 0 13,000,000 0 0 1,800,000 - 0 0 3,876,577 0 19,516,825 - Other Revenues - - 0 • 0" 0 - 0 0 - 0 0 • 0 0 0 0 0 0 0 371,230 _ . Total.Revenues - - $0 • '$59,700 $607;700 ,. $370,490 . $0 . $314 _$13,421,247 $0 $0 $1,800,000 - $0 - $0 $4,035,289 $1,339,138 - $54,121,899 ' Transfers In other funds ' $0 $0 $0 $0 $0 • $0 $715,746 $0 $0 $300,000 $4,521,569 ,$1,009,664 $535,273 $0 - ' $10,952,353 . - . - TOTAL' RESOURCES $200,000 $365,460 $1,270,048 - $1,873;048 - $137,412 $9;281 • $18;932,812 •' $75,000 $135,000- $2,100,000 $4;921,569 ,$1,009,664 55,068,478 $1,379,138„ $104,761,191 REQUIREMENTS -. Fxpenditures.by•PrograM: _ ' " _ C•mmunity'Services - ' $0 _ .50. ' $0 $0 $0. $0 . $0 - $0 " $0 $0 $0 . $0 ' $0 $0 $9,400,166 ' Public Works - 0 - 0 - ' 0 0 • "0 0' - 0 ' 0 ' -0 0 . 0 - 865,447 0 0 9,015,326 • Deveiopment'Services 0 ' ,0 . 0 0 - 0 - 0' 0 0 0 0 0 0 r 0 0 4,040,902 Policy and Administration - .- 0 0 - 0' 0' '0 0' 0 0 0 0 3;993,242 0 0 I 0 4,291,649 General Government 0 - ' ' 0. . 0 0 '0 - 0 ' 0 0 - 0 0 192,100 0 - 0 ' 0 192,100 0 Total Expenditures '$0 . $0 $0 $0 $0 - $0 - . $0 • . .$0 • $0 • - $0: $4,185,342 $885,447 . $0 ' $0 $28,940,143 Debt Service '$0 - - '$0' - .$0 $0. $0 . $0 $0 50 $0 $0 $0 $0 ,$5,014,973 $1,324,138. $6,616,972 ' CapitaIImprovements - 0 -100,000 50,000 . _ 850,000 - 0 • '9,281 3,760,000 0 0 2,000,000 0 • 0 0 0 .17,281,631 Transfer out'to other funds - ' 200,000 - 0 - 584,276 46,813 137 ;412 " 0 .. .0 .75,000 135000 0 - 113;177 81,972 - 0 0 . 10,952,353 Contingency - 0 ' 15,000 93,000 134,000 0 0 562,500 0 0 100,000 398,049 60,000 - 0 0 5,120,693 Total Budget $200,000 $115,000 - $727;278 $1;030,813 $137,412 ' , $9;281 - $4,322,500 : $75;000 $135,000 .$2,100,000 54,698,589 $1;007,419 $5;014,973' $1,324,138 $86,911,792 • Ending Fund Balance/Reserves $0 ' $250,460 $542;770 ' 1842,235 $0 $0 •$12,610,112 • $0 $0 , $0 $225,000 - .. ,$2,246 $51,503 $55,000 $37,849,399 TOTAL REQUIREMENTS - $200,000 - .. - $385;460 $1,270,046 ', 51;873,048 , 8137;412 $9,281 518,932,812 475,000 $135,000. $2,100,000. $4,921',569" $1,005,664 55;068,478 . 41,378,138' ' .8104,781,191 • • Ci o Ti and Resources to meet the City of Tigard's Tran rs Bey,nnln9 ry f g obligations and service needs are Fund O regon Balances derived from three primary sources: 38% beginning fund balance, current Current s Where the revenues, and fund transfers. Begin- 52% money comes ning fund balance consists of revenues That Resources S104,761,191 from... carried forward from previous fiscal years, including reserves for specific purposes (e.g., debt reserves and capital improvements) and monies used for cash flow. Current revenues are those earned from City operations or taxes levied during the fiscal year. The princi- pal sources of current revenues are utility fees and charges, property taxes, and development fees and charges. The third primary source is a transfer between funds. Transfers are used to pay for either direct or indirect costs between funds. Current Revenues $54,121,899 Property Taxes Other Revenues 19% Grants 1% 2% Bond Proceeds/Principal Interagency 35% Revenues 9% Interest Earnings 3% Building and Development Fees & Charges Fines & 7% Utility Fees & Forfeitures Charges 1% M isc. Fees & 18% Franchise & Charges Business Tax 0% 5% Resources Beginning Fund Balance $39,686,939 Current Revenues Property Taxes 10,078,007 Grants 912,300 Interagency Revenues 4,650,146 Building and Development Fees & Charge 4,040,372 Utility Fees & Charges 9,643,586 Misc. Fees & Charges 163,260 Franchise & Business Tax 2,524,167 Fines & Forfeitures 407,530 Interest Earnings 1,814,476 Bond Proceeds /Principal 19,516,825 Other Revenues 371,230 I Subtotal Current Revenues 54,121,899 Fund Transfers 10,952,353 Total Resources $104,761,191 21 • City budgetary requirements fall into three primary categories: total require - City of Tigard, ments, total appropriations, and program expenditures (or operating expendi- Oregon tures). Total requirements consist of all funds appropriated for use during the fiscal year plus ending fund balances, which are not appropriated and cannot be Where the used. Ending fund balances are reserved for use in a future fiscal year. Total appropriations consist of funds available for use during the fiscal year and money goes... include program expenditures, debt service, capital improvements, transfers, and contingencies. Program expenditures reflect the ongoing operating budget for the delivery of services. The following charts provide information about each of these major categories. Total Requirements $104,761,191 Biding Fund Balance 37"/ r_ Total Appropriations 63% The total requirements of the FY 2002 -03 City budget total $104.8 million. Of that amount, 63% is actually appropriated for use during the fiscal year. The remaining 37% are ending fund balances. These balances cannot be used during the fiscal year and are reserved for future requirements and cash flow. Total Appropriations $66,911,792 Transfers Program 16% Expenditures 40% Contingency 8% Debt Service Capital 10y Improvements 26% Requirements Current Expenditures Operating Budget $26,940,143 Debt Service 6,616,972 Capital Improvements 17,281,631 Contingency 5,120,693 Subtotal Current Expenditures 55,959,439 "till Transfers 10,952,353 v- Ending Fund Balance 37,849,399 Total Requirements $104,761,191 22 Total appropriations consist of several subcategories of use. Under half of this City of Tigard, amount (40 %) is used for Program Expenditures. Program Expenditures make Oregon up the City's operating budget. The appropriations are also established for debt service, capital improvements, transfers between funds, and contingencies. Debt service accounts for 10% of total City appropriations and pays principal Where the and interest on outstanding assessment bonds and voter - approved General money goes... Obligation bonds. Capital improvements account for 26% of total appropria- tions. Capital improvements consist of major construction or acquisition projects that add to or extend the life of major City facilities and assets. Trans- fers between funds total 16% of appropriations. Money is transferred between funds to share resources or to pay expenses incurred in one fund that also benefit the program in one or more additional funds. Contingencies account for 8% of total appropriations and are used to pay for unexpected expenses. No money may be spent directly out of a contingency account; if needed, money must be transferred from contingency to another expenditure category by resolution of the City Council. Program expenditures are the operating budget of the City. Program expendi- tures pay for the day -to -day costs of running the City and providing services to citizens. This is the heart of the City budget. Program expenditures may be looked at from several different perspectives. Each perspective provides a different view of the use of these dollars. The following charts show three different perspectives of Program expenditures. Program Expenditures Total Operating Budget by Program $26,940,143 Policy and Adm in. General Govt. 16% 1% Community Services 35% 4 11111"11.." - Development Services 15% Public Works 33% Program Expenditures by Program shows the major functional areas that make up the total City operating budget. The largest functional area within the operating budget is the Community Services Program. This program consists of police and library services. Coming in a very close second in size is the Public Works Program at 33 %. This program area consists of services that operate and maintain the City's infrastructure (roads, water system, parks and =�I grounds, sanitary and storm sewers, and City facilities). The Development I Services Program accounts for 15% of the total operating budget. This pro- gram area includes building permits and inspections, land use planning, and 23 engineering services. The Policy and Administration accounts for 16% of the City of Tigard, total City operating budget. This program area includes the Mayor and City Oregon Council and central City administrative functions. The General Government Program is less than 1% of the total operating budget. This program area consists of City Attorney costs for all City departments. Where the money goes... Another way of looking at the City's program expenditures is by department. This view reflects the administrative structure of the City. The largest City department is Public Works with 32% of the budget. Public Works is followed by Police with 27 %, Community Development and City Administration each with 9%, the Library at 8%, Finance at 7 %, and Engineering at 6%. General Government and Social Services and Community Events each account for less than 1% of the operating budget. Program Expenditures Total Operating Budget by Department $26,940,143 City Administration General Govt. 9% 1 % Police Finance 27% 7 % Engineering Libr 6% dz "°' . " _ 8% 1 Community Development 9% Social Svcs & Public Works Community 32% Events 1% Finally, the third way to view the Program Expenditures is by major object category. Approximately 66% of the operating budget is spent for Personal Services — the salaries and benefits for staff who are actually operating the programs and providing services to the public. Materials and Services (sup- plies, professional services, small equipment and tools, etc.) account for 32% of the operating budget. Finally, Capital Outlay (purchases of equipment) neces- . sary to running programs and providing services accounts for 2% of the operat- ing budget. . Program Expenditures Total Operating Budget by Category $26,940,143 Capital Outlay 2% Materials & Services *** 32% Personal Services 66% t i ti ) 24 City of Tigard, Oregon Full -Time Equivalent Positions Actual Staffing FY 1998/99 Levels Actual FY 1999/00 Actual FY 2000/01 Budget FY 2001/02 Adopted FY 2002/03 230.00 235.00 240.00 245.00 250.00 255.00 260.00 265.00 Between FY 2001 -02 and FY 2002 -03, City staff levels have decreased ap- proximately one percent. Several key factors have contributed to this slight decrease. A summary of the changes by Department is included below: Police Department The Department is showing a decrease of .5 FTE from last fiscal year. This half -time position was added in FY 2001 -02 to operate the photo radar equip- ment and program. Since the photo radar program has been put on hold, the position is no longer necessary and was eliminated from the budget. Library Overall, the department is down .05 FTE due to reductions and increases in FTE within division. Readers' Services Division has a net increase of .2 FTE. A .8 FTE Senior Library Assistant position in Readers' Services was reduced to a .5 FTE. A new .5 FTE Library Assistant was added to the same Division. Public Works Staffing for the Department has increased by .7 FTE. The FY 2002 -03 budget adds .5 FTE to the Parks and Grounds Division to maintain park facilities brought on line in FY 2001 -02, particularly the improvements to Cook Park. The remaining .2 FTE results for a phased in reorganization of the Public Works Department authorized in FY 2001 -02. Community Development "9 There were no changes in FTE in this Department. 25 Engineering City of Tigard, Oregon There were no changes in FTE in this Department. City Administration Staffing Levels There were no changes in FTE this Department. Finance A full -time Administrative Specialist II position in the Municipal Court Divi- sion was cut from the budget. This position was added in FY 2001 -02 in anticipation of increased workload due to the photo radar program. Since the photo radar program has been put on hold, this position is no longer necessary. Full -Time Equivalent Positions by Department Total FTE: 260.45 Finance City Admin. 23.80 19.80 Police 75.0 Engineering 16.00 Community Library Development 30.65 30.50 Public Works 64.70 26 : �,1�= 2 '�+;f- - _ • 'I ',:. • l IP.�. ' : �:-' 1 . :4 , ° S:� - . - . 'S - M ^ 1 i� r. � � Y ' 'I'rlfl %�' " .��{•i �. G; l $. y .:?�':� - ':Q ^.. - Yri. i4 �. ,:L � , �' -, _r�i :{ � - p,r._ - 5 d " C. 'Sj .r '�"+:rtv� • 49;7,744, `'a1 - i t • ' ir - , ,Ej, `t,7. -- a ,p ; � .v� r y :.' : -.' „+ i:� , .r . _ a i. . .'s"! 4 : 'h _ lW r. 4, ' .k'�,!• - .. 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' ' ....,:..-.?%.:.:72,-::i4°;.--1-.- :_� Case " . "ai.; ' < . I '' E :$ 939, � � . • or% -;`, - - , - _ r .. > < ,,- �', GasaTazi'Fnnds `i. , a ;. ,- = '1 r :. Debt''Funds vement ' • 'I'll (� '; F e • OtfieriFurids "'', ,.' 6 :9r „r:. • o : • 7 ` 1 - _r . L 1 - id.: + 'J - i - aA - s ' Funds r -- , • ▪ ' 4 % " A. ' •1 General Fund "Ca italyPro'ect r - °' i' " - ''Erne r,Funds - ' V f rP ise ,. , : • I _ • c l R ' + :d - � �j : 1'f ): , f •,l • • +l �' a " , f , " - .L:: - i ln +a•: - • '11i [ : + f •%!- '1 f .rt• -' 'rr n � p� o L a ' i s f' "I h ;Y i r 0 OI k l ar l "' . ti ...y. ';' - � s;• r,c., - _ : R' : r 'r %' L. �, - r n' ,' , t a •.� ) , . i r , . r l i • O ra ▪ ' t" ,' i ' - 'wa ' P ' • •V � 1 . f , ' S ' V r ri:,� .r .c v A 7 ~ i . ':ti -�t y '.y: T • ' b. }• : •: ` t - � ;,,' ° 00 - 03 t + ; .rbs ou rces cone from tie ", `; ,', ` .ry =.�nr,. -', �; �: • I,a _ � > r ` �.+ . 3 ' 8 /e o f the �i s -F•Y; 2 2• , to al _ - g . g -._ - :; ; .,,. :tl! - • '>+:v�. ' :.a: - 1,_•f: ,:1 + -s �.: :,.{`�- 'r .p', '•7 -.J - -•L 1. - _l - t - _ _i _ - 5,"'" 'h +. . -1• r,s _ '•. J4 : „ ? '>, us'fischl•: ears: .; �'� : ' . _'�-�� • ,f -move carried�,over�from- 'Feuo •f: ;� - ,�; - tea zr: t; { . . ^ -ft - .;y'. -i�' - `-3' ' r . rf';'-;• ..e?: :''• 'c' - -)r,=+ - - :'�s'- - ' �) `:+ . {',, - Jar: .'; ''�. r te . , � . - I . �`' - 1:'r: � `2....1':;. .: � '' i' '•d ` " A � 'S ; = ' t r � c to= � be`•:` �; �`f: :' • Iri: , C - •, s ;fr ii th'e fun • ba1'anee s' , 1 , f �: - n!M "' r ` ' nmaril frQ r r�:' • r'o`� - e �.t�es� ;fees :'a n cfiar � es �' `t t : .'' _>i „� •: - -r >:: • _ $6 643 • ev ues a ,e 3F . P -�Y � , .� - • t +. r , a; I f -. a or . vices :fr s anchie, fee's' and re + ot - a yes p va y �a cie s " r : r y li' • _ ,. 1 r ` , •, , s : • ` -, :J� - � ) . .- . _ -7. ., -.,ro -,4• Y : • J ."'. _ �- :!' ..1 ��' 1. ' „ ' - , < '^ - - r ▪ � „ %f.. - - �a •'r, 4` - -r '�. - `' yl' - aY ar " .• : :' t, f ui a van �f serv p rovrde d ,t o hthe coinniu suc § �P,o li ce ,prg inni o n, ,;., ; • �;1• ,r %ti:. _ S - � s1i 4 � k { -7r - , s. _ ,3+ , k P , ; . ;' . �.. .,� ; ,��_, r , :a , is >.., ; }•: ;�" ;-•':,••-,,,,..,;:„..:-.-. ; ' ,, 'A : : , f inistrat on: ',.. e ;t -', .. ,; ,_ - � t , •� , - Libr ' . arid: g - .; " �.. [ t . 6 � ' .:�::, •t:. -: " _:. �., .: i ",'j: i �8 • j: - °. _ 'S'' :, pit`' ,• - : :: • - "1 .. i�. -'I. ,,.1 {- :.`; fl4 ,.'�n eW r .J - - _ _ _ '•I .L:S: r� , .1 � %;:,.., ; = Y ' c •is'�ma.>.n roa "e,casl� "`fYow'for s • ecific � o - ' e .�' ;•h -•: fiinct an e � n D -;' ' :y ., . P,.• -- -- - -rT, f. -- , N 7 i r•••. . +'9 - - ;$ - - - : - {. :'A ..L. 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'' - • • . improv , .. of C s a n it a ry , ,s torm,.dr ir k 4 • ' - t : r mg wat s y s te m_ s, and future wate r'suppl t •,,_ s - - ' $ I�., .',: - ' 1. _ vin! .',. .. l +' +' „Ar.1 ., .; : . .',� ',7:: . ` T I 1\ B n :, r ct - funds 'of'69 Ave ' LID' -B :Dartmoi /C � ; =g: - ":',.::::,.y.....:,,,,,' - =I capita - - - ,, ;:,: �"' ,b A` _ t - i 3• S - YA. - r •: `. + -frJ, ' r. - 'i'':" F • nd Wa11- Street LIll ,"Metro: Gr eens p ace Par Lev Im 1 , � � 1 �yi11 . _ • __ _- •�t:��4'' - - ,' . .3 ,: p. -. : +'fv ' 1r H ' '` - •1- - .. - .-,f ? .'1: 1 • ''.--'''.A, .,, ` '- ' „..+ i.� ••, ;.':.'f•+':'i- _ _ _ is a e r'' :. ..; re''''`ro`ecteiY -to •lie.'almost. . . �. =:� s =�,: ti .: ”` ud- tarid�fFacilit .1~urid' =lie nnin' fund�;balances p J _ +„ 4:,-,.:,,:_k. :, ahe FaciYi ``Fund: which includes two' •-' t''•'x ' -' 3''L_ millio -, $2:8�:null of : _ ,,, - - - , -iri -y„ - ; . Y.,.�' - J„ -,; y - -�, ,,.p - - 3• _ " I ,r.�: } ., _.J 7_ - - - - f •e} u t. _ • iL. . ▪ .d - j' , ' Ys 'estsr I71 '99.9: un r - <�; .'�: : ef ` rah � , ' r.. w, - :. : , • r - .I, :F� - r ' 4 _ _ ..,' ul£t�- f�ita ;_ - • ?:y 'ter''` .e,, . _ ,c:; '' � • fi , • S.: ti, - �- 'S`.. , y '�' /' . ,'1. ei' „ r „� Y3 . .: ,'-� - f }oy . _ ".� " , . ^ • i • . p : r +I ' �wp�� v . : ,e"`F � :wS,Y: f �`• '.c _ - 7,3 iV ♦ ,,,---.,,• r ..y •: . � i e. alt: . ``,: .+ r+ ; - I rk. � Z^ '7° - - - ,t � •`i•: " = ,x- t � � :,p rl:d 'f �i - ; - k " „ :8 . + : . i' _ ,'!f -a'h,. C 0. `x- ” - i -3 " t.C •,4 '' : ,h. 'r,i.- ,�• � f.:�: 'u' • ' a� •i -- ` H ^!d 'y:P !' i 0. , :'m :. '" - -- 'r' "r ' r ' :' : • r i cy . . . . it q , .,,g , +fi 'r , ;1, -, ' :.,.,r' ' ., : : �'- •- ; _ • x •'l�r e :,V`- 4 r '- . 4 L,w• - ''q - LR.. e.is'-. a r ,. N. r " ',.•--, ` I• "i•;= • r ,. y: - , "1 -. = ' If f 6 t f Y. •! ` .k� +o. y + _ �"so ^7{'- ,' • • T � - + • .�_� ' vs ti rT , '. - % - ��•"y = . r , ' mss r ": . . p 1 � • F�F ':4 t �� 1� i -ir ..".-4,'7,0.:!,-.1$'.-c,..,",•';'.' 'r • '. : • ran "� . ✓,,- .f' �V " d" 'U d.� -',ti � -It_ . Y:k . - .. . Ltrr ,� .. B'.' �• !'!` a ,•�i r'� - rev. - r% r`f� , + � L' > + '4•' . ,'>�, -.f+ . 1 . H,S� ”) .;4,: ,:8'! -.1 t7 • � � • �.61^zt° - ^ti+ ��fr. Y'_-' _, - 6.. ',w•,.4 .• 21 i ,.p -' s:, .tl .>�+;:, _ a . �'' : r r`4a, , • �� r • ' ;i{J'„� � r y` �: 'ta; , . < ' 'r:':,' w . _ -,r: '•!::) - �+, i ' fi •,y+« - ` Y ' � Y , 3S r ' y rt , . (!� ", ! • n:+ - W.u-. ; i ,r err - it,:-.''.;: +s. --.,.:.r.J ... .. , ,` ";:: , ;' . � t. ,'' 'S " •t;: ' F ',�'r l "ti's' c t•' ;R, f j+ � } . .,._ `�;a:'y`e' • :Ik•., . f ¢ �'"{Sc'' 6 i ,a' - �.!hi•.;i'1 +- -�,J' sr s. Y: iq.' - .j � -- - ' p + ' 'r , .t - _)n e,; "ft'" ',../.s.,,, ='1 "'n. "1.4i£ .^) Kyy .. e ' _ :. ;p: °, - `•el' :,,.:.;,..,,:H_&.,-,..•...;„,51-:, - dx q c ' r vt`•: y Y "�'4- _r - ! _ ' t • r 5, ,, } , ` Ir - _ i�' `;, �� .. t' :•:ti..: .,,' . �a d✓,S Jd. "'�• .d - _ ' _ _�. •c � - f,' P' { - '7t` ' T =1 _ _ - ' r . , . • - The:two'Traffic Improvement Fee (TIF)•Funds are projected to have a com- • 'City of,Tigard, bined beginning fund balance of $3 The TIE' is a;chargeon new - Oregon development assessed by Washington County,, but is collected, by cities: The • revenues'may only be used -for highway -and transit capital.iinprovem'ents which; provide additional. capacity to -major transporta systems and to pay the- costs Fund' of.administering the- program: • Balance', . • - - ' _ , ' • • Included -in the Development.Fundsaof Building,:Electncal Inspection,' and . Urban Services, are '`revenues from permit and other- building fees ' The ;corn -' • - • bined ,estimated.beginnirig`fund: -balance is $`1 which is dedicated'. • . F; • `., '.primarilyto;th'e activities in. the Buildrng ,and "Electrical Inspection - Division in r - ; , the Comm unity Development Department' The C ity's g oal - s to build. asix. - r • • • :••month'operating reserve in' these•. funds to,protect against fluctuations ;: , ing :activity...The' find balances hold:, that, reserve., _ • . • : • • • The'City:•of Tigard has two' debt' fun ds; :General Obligation' Debt Service Fund and Bancroft Bond Debt Service - Fund The beginning- furid'balances of • ; - $535' ,914 are specifically •dedi to - the retirement of both ;types debt • outstanding.' • y - •Be tween,the =two gas tax- funds there;.is afund'halance of $657,500 The pri` . • ;; - ,- • - ' maryy'revenueis from' a tax on motor fuel imposed.by Washington r County: and theState of Oregon.: These revenues are then Shared with local; go fo th operation, maintenance, and,coristruction of -roads • - - and streets 'Iii FY 20.02 -03, the; two •funds will be. combined' into one fund that . - ' • - will' becalled Gas Tax F;und.` • ' • • . In the other remaining funds, the beginning fund balance projected to • t - '$2,469,014. This includes'a variety,oftypes ofrfunds which, have specific • - :requirements 'associated' with the •use offthe revenues received These include: , • •}` } I ;r the Criminal! Forfeitur'e:Fund, Parks Capital Fund,, Underground;UtilityFund, Insuranc e Fund, a nd Tree R'ep lac ement Fund. _ ' " N emerit Fund,- - • • n � R1 ' . 2 002 = 03 ith �inniri fu balances iri ,tfie'' Tree"Re lac Park'L;evy'ImprovementFun_ d, and Metr Gre s will best ransferred ,i _ . r 1 . '• ,T 1 - -' t it � - ,. =' to' the Parks Capital Fund; The I rce Fund was formally called the Work e'rs' Com pensation; Fund a nd the Parks Capital Fund was formally called'tlie • ; ; Parks, SDC Fund The naives are.beirig 'changed,.to• more' accurately :reflect`ti e_ types of activity ,that�occur -iii these' ' " ' ',, l • The City of Tigard has developed a comprehensive long term financial plan City of Tigard, every year since the 1980s. This Plan allows the City to forecast expected Oregon revenues and expenditures for each of its funds to help anticipate financial requirements. Comprehensive The Comprehensive Long Term Financial Plan continues to be central to Long Term Tigard's financial management strategy. By forecasting and anticipating Financial financial trends, Tigard can develop strategies to respond to emerging financial Plan 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 new years are budgeted. General Fund City of Tigard FY 2002 -07 Financial Plan General Fund Projected Ending Fund Balances $8,000.000 - I $6,000.000 $4,000,000 $2,000,000 $0 ($2000.000) ($4,000,000) ($6,000,000) ($8.000,000) . FY 99-00 FY 00-01 FY 01-02 FY 02-03 FY 03.04 FY 04-0.5 FY 05-06 FY 06-07 I ■ Ending Fund Balance General Fund revenues are projected to grow over the five year period from $14.7 million in FY 2002 -03 to $18.3 million in FY 2006 -07, or about 25 %. During the same period, operating expenditures are projected to grow from $14.5 million to $19.4 million, or about 33 %. These dual trends contribute to a draw -down of General Fund balance from $6.3 million to a negative $7.7 million. This trend clearly indicates the need for corrective action. The major factor affecting the growth of General Fund revenues is Measure 50, passed in 1997, which limited the growth in property tax revenues to no more than 3% per year plus the value of new construction. Many of the City's other General Fund revenues are dependent upon economic activity. These revenues �' have been affected by the recent recession, which has contributed to the pro - , jected negative fund balance. 29 The five year forecast assumes no major new programs over the next five years. City of Tigard, City services are expected to keep pace with the growth in Tigard's population Oregon growth and service demands. However, the City is projected to experience sharply increased energy costs, and the cost of employee benefits (particularly Comprehensive - health and dental insurance costs) are expected to increase significantly. Long Term The City has traditionally limited the growth of General Fund expenditures and Financial will continue these efforts. Rising energy and employee costs will make this Plan more of a challenge in the future. The City is aggressively pursuing energy- saving options and is exploring ways to offset projected double -digit increases in employee health insurance costs. The FY 2002 -03 Budget includes appro- priation for six vacant positions which the City Manager has directed to remain unfilled in FY 2002 -03. These positions were left in the budget in case the projected upturn in the economy produces sufficient revenues to allow them to be filled. The financial forecast assumes that these positions remain vacant. During FY 2002 -03, the City will continue efforts begun in FY 2000 -01 to more actively manage its revenues. Fees and charges were adjusted in FY 2001 -02 to keep pace with inflation. The City regularly review fees and charges to ensure that those charges continue to recover City costs. In addition, the City will more actively manage its franchise revenues- and will actively review all franchise fees paid to ensure that all money due to the City for use of the public rights -of -way are collected. The first project in this effort concluded in April 2002 with the recovery of $310,746 in electrical franchise fee revenues due to the City. Finally, the City will more aggressively seek grant revenues to help pay for needed City projects and services. Development Funds City of Tigard FY 2002 -07 Financial Plan Development Funds Projected Ending Fund Balances $1,250,000 - -- - - - -- - - -- - - - - - -- I F $1,000.000 € r �2 $750,000 A + !,71:1,1 j„ 1 { a t . a: t� ,„„ 40 ,,,,,, $250,000 •� '` i 4 FY • v Val F , ; - $0 ; FY 99-00 FY 00-01 FY 01 -02 02 -03 FY 0304 FY 04-05 FY 05-06 FY 06 -07 ,,,,� ■ I ' l l I °Electrical Inspection °Building ❑ Urban Ser ces 30 'p ''o- - { N.. •. #'Sn 't „ r Tl: . _ 4�r; �. Y: _ y : - - - +'i li. ['% c 'W ,-:R „' • :1, ” =� ' --:% ...'AY J - • i ce • +" •' . ma _ _ " 'r,• ` {,+C�,,- i ' 4 - ..' ryr ' , 3 , 1. I' - r'r k."�:• r �lJ r ..y ,! f _q 4 -ti;M <. -:l , . f.Y r.. ^ 'l'' 'h.!' ` t i' "Tn _ +.i. TS` -,IJ 'f4^. r, • - •: f ,.+:' ■ - ,J' -, .4 • - /. � ,;u i i, l ; � : ll'',,�� p i v '; ^ w` , : t',a,." ,.1 + �� '� 7 . ' , p, y , • - - S yr` - ' - . f t. !0.'.:4'•-4-17..7,,t,',1".••,,','-..-:.:-:!:'---'.4!" ' - •.,. , • k ?'' , Thep rojectio n s for 'th c D e ve l op ment fun (B Electric In • Ci� Ti �'a r d y . `ti i Se rvices�Funds) coritinu sho a im o v e r 'r • ` ; • ' ' � '.. •� 'r g , 'mot 'r - - = i ' :i' }• - .i.. t', - + �,• 1 7 ' Q ri gear s', .fi na nc i a l r eetions: ,r.. - r • - , � �i Y r ,. " ' {' -mil - �l .l ' .I• I•.' -. '• .r.' r ' - E , rformance °The'Buil ;Fund ` The E n id shows; 'strongest pe g , _ 't` ;� : � Comprehensive e ' * roj ected 'to ' ow ; fr 0�'OOhin FY 2002'03-to,$940,000).in FY; ;`,•` . ' .•Loiig Term 2006-07 , In : FY 1999 00, 'this fl req ,,-,, .;000,�from the Financial General, to revent a ` ear -end def Iii FY .2000, 01 ",- -the e 'of p. Y. , • . ` 'Plat this fund .we and were increa Thos effort p off, and the • . r : future out for' this fund is: positive:; AsKwith all;of the' Development'funds�. j ._ However, future performan ce is'heavily dependent upon •the condition' the local economy; so fund:,perforinance:wil1 continue to!be closely- mom'tor .z, '-' - µ • 1 • .The Electrical Inspe ction F und - is projec ted to;drop `from•'a proj r' Y 200 03 eroding fun balance;of$9 a nega $ 58,000 Expenses of allof _. i,,, { the building inspection ° servi ce s are s plit between the Building • and Electrical = ., a ; _i ' t• ; 1 ; • on- one han the,Urban ervi ces , Fund on • the o ther ' .' - The - . , • • :. =u • ' , r' • r , -. - City reviews ; the basis ofapli mg .those expenses[each`yearao ensure tliat,they-- ' '+ ? a1' r " ; - ' 'n, ` 1 , a. - ' '. S , r ,- - ' . f ,7 ..n:- ' - �' _ `4` - - +F ' - - 'i:1 r F' - cY - - - 'aa , v ty w l ! l e.,'• '•sl • � � ' r >> - >r. ` � :� �ae,: , ass_ i� e d �f o ' a h e ° • ��ro =fund 'El e c tri c a l'�ins ectioii ac1 Yt' 1L bV , v -••• , r 4 � - - fY=7; -:- - - Y . g n :. f . p, _ 1? 4 ..• - :, _,I?, .. •� •� . ' er � 'r • rde .� = '�}�`� :closet ��to:'ensu ° these�ex erisesare� eco _ ��- _ - � 1T10rlltOTeC1, - P, A -.. Y.. , i -:��:� - ��1 Sr" rvY - :f ' - '44 1 • , 1 J, r, �e -•"-.. vided in' , the - • d r, - 1'• • r T' he.. Urban�Servi �Fund�was `:created'to�a ces o : � ; , �, • w 'rim �7r, •�! =�� area:outsi" e� ' ftlie � �eurrent Cif b 'ound � '�The s�� • 's; � ` �: .�,; � °� � ;� . - d o .,�:, t3! r _ , • • p rY : ! . "r' 'I a tu�a'1 r � -- iri'�the;area'''lus� a c ontr c _ r., ,. ''�ar�e€ � larinin ` � s and liuldiri � =fees 'char ed ,'�. •,- - ° ;,, �; '..;%1' �P�, g..r. •,--_,:•,-,, g. - ,�: -� °, :4...--.,•,- -g.- ,; p '�� , '' ,. r , : ' ; .. ; payment:f rom ' Wa T h i s fwas tdesigried�to''operate :on a �' . y'. -.. - - = ..• r' 'wr` - y -�..}-;, s v: ' I' 'n'•,. } 'f' I :i., :x N_S i�'. �t! , ,': = n' 'b = - .'!�� _ � � _ _ - •'�" ' _�. . r • r j ' ;` ecte d t o " . e x ° • er -- ' >" ' -`� >�� - �t _. Iii ; rior„� " ears;: t 'Urban - ' ro • Ir' : .: de Agai the same action turned;a r ou nd'the�coridrtion of the Build- t '• ;" • ' e _ xJ ..} � f _ ' 1 ., •, } , . 7 3• -a „•1 •1't' - - r.. •S7 r- ` .-,;, r r �; ai • 'i ri F g reat lyz , b e n ef tedtheJrban Service Fund:`• addition; tile .City,, .:r• ° - > ' . t'`w�rked-closet :wi on ::C oup : to1 , ta k e:correct i veactio ns: Th i s ' ; fund' ; - .1 -. • .. - h. .7 ri •- 'l ;S,:' - .l= 1 ^.r', =.<. ' - c, ?- t' a''t ' I veral''' • - 'a laiice'over�thenext s -in 1 ro ecte to, nai'ritaiii�'a =' •osi�ecf r <, fi . n .1 ' .2006.07 went' `` :.,. '' v••; '' - '• •• o ens i sl ow -•that ltlus' <fund`=wi'll�. o e at ve ri:FY - - ..; !; .::;.years;• G u p. .,J z - a: ,, ., „�. -, ,g.. -• :g. . .� _ • ',y .' ', ^, -, howe.ver, corrective; •ac ' rs th `th other IDeVelopThent,. , Fun the perfori iance 'of•this'fund w ill belcl sorthat c orrective :. ;•',. ; - : \- 'action can betaken; if necessary <, 5z q _ i , , _ 'V � S� •I _ , I _ i . ~ I 1 • • • ' fi r -': 1 ` , ' A • _ - - •.M , • ' Z'. /M1 .Jll ..1� , l2 _ , !:,' - ,1[:� . ">< `l, ^ / , • 't Y' - •1 � t - 6 -_ I '- 'f' • . a • !..7-7--Q--71.-.: - C - ` (A: F � n � m ti• &b' • � _ - _ : n ;; _ _ te a, •' ��iJ ', _C: F" ` ,nd . - ' , � fi,: it „j'. y. � - r;t- . ' . a.. ,i Ni ± ._ r.. <. .. -. `7r- ,'}- ".t„,f e :� - 'I!' ?' - K' ' , - - - •J' , ,'* - t ,Iris r+ _ , { : .,.•- - t „ : `! : 7,. - _ - a (• ^,a �;:- ..': { ' , - • firy .Y .L " _ �.!', ,�fJ •e! ter .1', �'� • , •'! � , .� . / ` 7 r -f °. s.:, -�' ' d ,.,� .:i� •: s�.. ;M1 <rl ,.....4 '`Ra - ^yl �, 'J:'.' - `r ?e. -7t .' _ 'Ri ` ''''�- - - _ _ l .��.a � , y ;• ' ..' } '' t i A vo y F . - n '•••• I . '_',4+.,:� - r'�. z. 'a. -e _ ... r n� - - ,..p '�'7. Water Funds City of Tigard, Oregon City of Tigard FY 2002 -07 Financial Plan Water Funds Projected Ending Fund Balances Comprehensive $12,000.000 - - -- - - -- - -. -__. - -- --------- _._._. -- -- - -.. -- - - --_— - - - -- - -_"- -- Long Term Financial $10, 000 , 000 Plan 58,000,000 $6,000,000 - 1 54,000000 r, _ r ,_ ,F t — i_ — a $2 000 000 - S i — 3 ,, — $0 � ' Ica . 'I " s> , k FY 99-00 FY 00-01 FY 01 -02 FY 02-03 FY 03-04 , FY 04-05 FY 05-06 FY 06-07 I ■ Water ■Water SDC 0 Water CIP The Water funds include the Water Fund, the Water Systems Development Charge (SDC) Fund, and the Water CIF Fund. For financial planning purposes, the Water Fund and the Water SDC Fund are treated as a single unit. The Water CIP Fund is reserved for a new, long -term water source, and is projected separately from the other two Water Funds. The financial condition of the Water funds is almost entirely dependent upon the size of the projected capital program and the size of future water rate and SDC increases. The capital program was developed pursuant a 20 -year projec- tion of capital needs. During FY 2000 -01, the City improved management of its water resources to reduce peak -day demand. These efforts resulted in a significant decrease in the cost of water purchased from the City of Portland. The balances of the Water Fund and the Water SDC Fund are projected to remain positive over the next five years. These balances will be used to help pay for a future long -term source of water for Tigard and the customers it serves. The Water CIP Fund balance shows continued growth. These funds are re- served to help pay for a future long -term water supply. Only minor expendi- tures are projected for this fund during the five year planning period. 4 "4 L 4 �H A 1 32 Sanitary and Storm Sewer Funds City of Tigard, Oregon City of Tigard FY 2002 -07 Financial Plan Sewer Funds Comprehensive Projected Ending Fund Balances Long Term $6,000,000 - Financial $2,000,000 Te Plan $6,000,000 ' ` — $5,000,00 ` -i - II $4.000,000 s j F , + � { . . 4'i ,, 5 53,000,000 r 4 '} s r f 7J • 52,000,000 '� c I ' l a $1,000.000 > L =� : 3 4 ') FY 99-00 FY 00-01 FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 I D Sanitary o storm ai water Quality /Quantity I The FY 2002 -03 projection shows the condition of the Sanitary Sewer and Storm Sewer Funds to be positive. Fund balances are expected to decline over the next two to three years and then start increasing again. The sanitary and storm sewer systems will experience additional capital needs over the next several years as the region addresses water quality issues. These needs are not yet reflected in the City's Capital Improvement Plan (CIP). If significant CIP projects are added in future years, the projected fund balance would be affected. Road Funds City of Tigard FY 2002 -07 Financial Plan Road Funds Projected Ending Fund Balances 53,000,000 - _ - - -- -.. - - -- , $2,500,000 $2,000,000 51,500.000 51,000,000 1 f 5500.000 ,..x - ,' s LI (55oo.oao) (51,000.000) — — (51,500,000) - -- ■ ' FY 99.00 FY 0001 FY 01 -02 FY 02 -03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 ■ �„� ' I I 1 0 Gas Tax Q Canty Gas Tax 0 Tilde Improvement Fee D Tre1Ge Improvement Fee US I 33 The City's Road funds include the Gas Tax Fund, the Traffic Impact Fee (TIF) ' City of Tigard, - Fund, and the Traffic Impact Fee — Urban Services Fund. Like the Water funds . Oregon' and the Sanitary and Storm Sewer funds, the financial condition of the Road funds is heavily dependent upon the projected capital needs of the City. • ' Comprehensive The City receives a share of the state gas tax and the county gas tax.. These - • Long Term taxes .have not kept pace with capital needs, with the. result that the Gas Tax Fund is, projected to be in a deficit situation by FY 2006 -07. In FY the Financial Capital Improvement Program of the Gas Tax Fund has once again been re- Plan duced as a result of limited funding. If the full capital needs of the road system ' were included in these projects, the size of the projected deficit would be much greater and would occur much sooner than is currently shown. The fund balances in the City's two Traffic Impact Fee funds are projected to . increase over the planning period. The traffic impact fee is imposed by Wash- ington County and can only be used to'pay for needed improvements mayor . roads. The City's CIP identifies these balances as reserved- for future projects; yet does not currently identify projects,eligible for this funding, Once these projects areidentifted and built into the CIP, the projected condition of these • . funds will moderate. • Summary The City's Five Year Financial Plan shows that, overall, the City's current financial condition is good. ' Two of four problem areas identified in prior years' plans have -been corrected. The FY 2002 -03 plan, however, identifies two future problem areas that require attention: the General. Fund and the Road "funds: The FY 2002 -03 Budget continues to actively manage the expenditures of the J. General Fund. The financial forecast suggests, however, that strong financial management, alone may not be sufficient to avoid future deficits. The demand for City services is simply greater than the resources available to pay for them: - The financial forecast suggests the need to go to voters in 2004 to request ._ additional General Fund resources. The condition of the -Road funds in general, and the Gas Tax Fund in particular, - are largely dependent upon State or County actions.. The City continues to ' work with those entities to address these issues. In addition, the City Will be actively seeking grants and other revenues. to help address road funding needs: . 4 4 . , . . - , 14 ' . , . . . 34 .` ,,, _ • -t TA • 'r''7 Fey, ` =t .-? ''.."'-•.' airrx. _ _ . ,4 " • = I mo_ • . • • F fi City of T ig a rd , . • r • .} - , , :Oregon: - '.. ., - ., ,- , +7: :.. _ - °RE VENUE' ANALYSIS , - , . ' • ` Curren_t'Revenue'S _ umrnary - ByFund .. 35• . : _ • , . • , r. ',a.' , r . Pro pety Tax • �, • .' _ _ _ Property Tax Summary, - 36 ` .; �• • r,� , : - Assessed Valuation' - -_ - ' 37 y y . i r, ' ' Property-Tax Revenue ig , °. 4 pr y - - - ' r �•1' - ' State,•Reveniue Sharing! ' I - - -39 : ' :Enterprise Funds - User'Fees 40 • ' , _ 1 � ., • : • -, ,.:fit •I Connection `Fees • 4.11. k ..-,',- =•F "-Permit -42 r, - "' ' • ,Franchise Fee •Revenue - - 43 + - County Funds ' - ' • ' - 45 :• ' 'Fine ,and Forfeiture Revenue .:.: 46 - . - a - Interest Ernin s - - 47` • g ,. P -- Interfund Transfers = ., 48 s ki • ,,. 2 _. } _ > _ _' '4'''` -.Fr ,. , - - - _ -_- = , ..•_•%. .. -, , i_'_- , ..:.F'._ -N_.t- __ _ ,L - 1. a �1 • , f .. r._ -- . . . • ...."..- - .., . • .. _....„, : , • • c . • • • . _ °tom: , • • '+ " y i ' , AAfl9f1� - - r fit'•. '-r City , o Tigard- Or f ge . �. • • • • t: - Y • • • I , - - a f. ., • - • - • J J I ti j ' Current`Revenue. `:' s' ` r . 'City_ T igard (Excudes Beginning l r. �" l Balances end Trans rs f e rtl ' • ;Ore on. :•. �. g z A ctual Actual .'A P Approved Ad - . ' '. r' r ' Funds'. - ' 1999/00 2000101 - 2001102 . '2002103 • _ - 2002/03 2002/03 - •Geeral Fund $13 $14;607,946 $14;690,858 $4,737;204 $14,737,204 ' C'ur ` rent - • n 1 . ° : ue Reven ;' . •'• S Sewer Fund $2,219;562•' $2,156 ;• $2 709,900 ;$2,039 $2,039,526, $2,039,528 - ` - • SUIIIDi'Y" - ' Sfom, Sewer, Fund, • 1;1' 159;511 1,109 141 1 51 5,060 ',• 1,601,436 1 ;601 ; 436 , 1 ,601,436 r B Ti'UII(1; Water Fund ,Fund . 5285919 5806917 5;9 55,465 6,760,847 6 7 6,760,847 =. ; , .,•: S' Y . Water'SDC . . . 258,617 6451795' 701 731 747Z500 472,500' .. 472 • , •, W ater CIP Fund • .. . 198,735 ' 327674 `. - 219200 ' - 142;200 142;200. 142;200 ` a a • - '' • • - - W ater Quality/QuantityFund . , 3 ;078' . 197,757 `156;900 112,135 - .112 ;135" ' 1,12,135 , r : • Total Enterprise • • _ $9,431,422' '$10,244;239 '$11,128,644'' $11,128 :644• $11,1 ., '•' • ' - ' Criminal Forfeiture Fund, - $22;846: $ x • $2;900 .$2;400 ,$2;400 " - $ 2,400 , Gas T F - '1'803',127 1 ;868 680 ;'1 681;288 1,888,232 • 1,806,961' 1,806 961 's ' - Coun ty Ga's Tax :183;818 171 „y :: 176 ;580' .,0 ' ' ' 0 0 - 0 • = Parks Capital Fund -' 28 1 ;429 , ` 3 98 ; 970 ' ' 51 1'922 1 1;764621 -1;764621 • r ' (' ' - • . - Traffic Impact Fee Fund' 910 ;997,° 1r;282;130 ,c.1,373260:, 1 968;905 : ,1 ' .. 1;966,905 • ' ' U rb a '' -- - 'ces,Traffic Impact Fee 158;335 :563;7.95. •' ' 412,600 370;490 „370,49 3 70,490 " 'J` ',�'Bu�ldmg Inspection Fund- ; - ' 898, 7 17' ,1;394;164 r• '1 ;101;420 866 ' 8;200` • 66 866 200 - e `J' •'; Electrical Inspection }Fund' - • y .;175;627' • `233;770' ;200;130 , - `157000` 157;600,- 1 5 7 ; 600; _ I • . - . -• 1 • .Underground Uti Fund', 671034 '. ;102;527. 7.4 ; 3 00 ' :- 59 ''59;700. `59 . ' ti ' ln -,'' , •197;72 ''80,000, 1'68;900 : . - 57 � 57 57, _ t rb Ua ;Se c r v ies Fu d 675; 0 34x' • 961'343;'. 741 744 ' , 607 700 6 607,700" , a ' - •- , t ' - erla _- f ' °" . - Tr F u n d ' `I ' "` 4 48 "9.16 ' ' +5 263' 21 800+' t0 0 0 ' - v ; Economic `IrrmproVemenGDistrict•Fund • Total Speclal,Revenue $51423160 $7:104;843 $6;420,392 '$7 720 ;334 $7:660;063 -• $7,660,063 5 ' - • -.�• r _ - - h• - ; - '• _ r - . •, ' '.4 .. - 4 . - ..': 3 1 ^,. ''' ` l • • . . r' ' ' ' . :' :: : "'. :' ; : -::.:I .' ; ' • General Obligati on Debt Service Fund '. : _ - • $279 ;305'. ' $302;9 7 0 ' 0226 ;564, , +$1 339,138 - '1,339;138,; .•. 339 ; = Bancroft De bt , Service Fund 090,396' • 2,465 503 4,293 ;698 4,035 289 :4,035;289 4 ;035,289 i • • Tot Debt Servic > $ 33 89 ;7 011 + $ 2,76 8 4 73 ' • $5; '.--'$i 374'427 $5374,4 $5 ;374 • ' • i. r -• tom.) - ;,,`.. _i:r �' ,t' ' - • • ' ;' - 69tti'Avei''LIDFund is $428;094 s- _ `I ' $0 5 -: $ 0. - $0 ' ,$0,; - I ' ` Dartmouth�.LID - '530 2 .•15051 d, 0 , I =.314 t `314 314:, . • • ' ;,Wall Street L ID' nd' ' `t. t' 4 oa 0 • ' '.' ; , 1;800,000 - (:1 800'000 1,800, • r `' - • M Greenspaces.Fund 7;941. 161;816; `131,0,46• _� ' _ 0.' 10'. 0 ' . , Park'Le` .'Im rovement'Fund ",11`393 '', 20`466 -. , ' :, 0' ' '0 - 0: ' 0 = • Fa "F . 1 -_ _ • - '82;541. _ .. ,76,10 13;42'1 247 = :13;421;247 __- 13;421:247^ J - Total Capit $1:55 ' $282 ;6 _ 7 4209;146' 1$15;2 ' $15;221;561 "$15;221,561 '' . ` Total Current,Revenue , - • ` • ` $33 ;0:13;158' $3447651• $37 , .516;202 ` $54;"135,824 $54;121 ;899! ''$54,•121 :899' a • - J .. • _, '• • • / /Hiril,ll! F . t r - t 3 . I 35 s Property Tax Revenue City of Tigard, Oregon Oregon voters passed Measure 50, a State Constitutional Amendment, which fundamentally changed property tax calculation and administration in Oregon in May 1997. Measure 50 .converted.operating property " tax authority from a Property Tax ' "levy- based" system to a "rate- based" system, and,it became effective in Summary FY 1997 -98. The City's tax base, which was $6,891,856 in FY 1997 -98, was , converted to a.permanent tax rate of $2.5131 by the measure. The measure established FY 1997 -98 assessed value at FY 1995 -96 values less -10 %. The permanent rate is multiplied by the assessed value each year to arrive_ at the tax authority for that year. Assessed value growth is limited to 3% per year, plus a pro -rated share of new construction and annexations. Measure 50 did not change the basis for calculating General Obligation (GO) debt service levies. GO debt service levies are .calculated - to produce enough tax revenues that (when combined with other: resources such as interest earn- ings and fund balance) will be enough to pay debt service due these voter- , V approved bonds. . . Actual Actual Est. Actual Adopted Tax Information 1999/00 2000/01 2001/02 2002/03 Property Taxes - General Fund $7,659,607 $8,179,126 $8,756,622 $9,114,398 GO Debt Service 246,685 286,40.7 228,365 ' 1,403 • Total Tax Levied $7,906,292 $8,465,533 ' $8,984,987 $10,517,984 Assessed Values Prior Year Assessed Value $3,470,578,863 Allowable 3% Increase V 104,117,366 Est. Annexations & New Const. ' 52;058,683 Total Assessed Value $3,033;029,082 $3,254,596,701 $3;470,578,863 $3,626,754,912 Tax Rates/$1,000 A/V General Fund Permanent Rate $2.51310 $2.51310 $2.51310 $2.51310 , `GO Debt Service $0.08133 • $0.08800 $0.06580 - $0.38701 Tax. Rate - - $2.59443 • $2.60110 ' $2 ;57890 , ' $2.90011 Assessed Value of • • Average Home' $148,071 $148,071 $152,650 $157,230 • General Fund ' ' ' $372.12 $372.12 $372.12 _ , $395.13 GO Debt Service , ' . $12.04 $13.03 $10:04 $60.85 *tit IN�� ` Total.Estimated Tax- per Household $384.16 $385.15 $382.16 $455.98 36 ' • • • • LL • 's` _ ` •Y ,. °a ,1 ' :-" w A , r '' "4,,:c - + . `h r . „' - " it , V :. 's. • 1:1 �s;', ` r '� . - ll f.; th - J'-;'1:•':)':'. -- , I _- '�!' .f�� f ix ° r�' .r'1 U• _ _',r - ,c' , . . A'ssess'ed`Valuahon ;.t . , •- ,. • • Ci o�,=Ti ard _.4 - :�. ''Oregon, At''the beginning °of each'fisca1 year; the:Waslungton County Assessor': deter- xti .: • ' ' mines' as sessed` values• of properties:in ;City Prior to Measure. 50 Oregon', s . - F2 _ - _Assessed' property : tax system was based on d ollars �levied'iand -not tax-rates, ; therefore' , , .'; 7. ;., Valuatio . increased values had the' effect of lowerin grproperty tax rates not changing the • _ € � i amount .o taxes that could'be collected., ,, _ r. • ' • With the:' approval of:M 50 in 19 97,. • assessed values on.mdivi p roper- • ` ;. _ �. .• - .. - ' ' ' ''' ' '' ' 'c' ., '' • ties -were rolled ' back to FY• 1995_ -96'' levels - and •then :uced.by -10 %0, 'Assessed ti values ar limited to an increase of 3 %'pe year.' `The. red difference b market I - • ' _ ,. ,''value'and assessed value is expected 'to widen inn.future years due`to etween 3.7 cap „ , 1 . . , . - I oii asses value growth Assessed value is, :u"sed for, s prea_duig -the'o pe •levies, while market values used' to• meet'the 5 cap requirements and . - � l' � ' ,'fr. m Meas N1 re 50 ire tided �':.. . . ....to: spreaddebt service evies;rwhich. are exempt r o easure ,;,Val a { �. L through new construction wi - llin crease assessed value over r the 3 %0 50 • ' ` r ate : . : < ,' _ p , . }. = • =4• - _ _ .i ; ., `,�h 1 ' gi b ' • - - _ _ •_ tom,' _ . �_ _ 1, T' - _ C f - J _ "" L r _ � ' �; F - � 99 8 • � "`V "1 :,.. . yw- -. :Ass resented = , b elow.: Pro t o ; Y '1 . 9 . Assss 7... e�� '-"'''-'•'•-:, . '�:,, � , • t' • '6 .:, j , ° .: - • • • - :. ,r. - p , . -- -.A. p - .r �J . '` p_ ' e - �e'� ualed�� 1Vlarket Value. = ;r`- :, . „' J .t _ _ - ^' alues••�: - - , '';',..---`•' •,£ _ 14;000' A _ + $3 ,50 0 ;0 00 :, 0; ` r St r 4 • i• +' .. '; '. r .$3000,000,000„ ' l: r "":JI SE' � fx `'�= } t 'f • ,' ' ' - • - f - '', h _ ;, .,I ? t 1 �"iL' t { .�r J f F ,,. hk -. ;: -, , $2500 000,000. i 1 a ° f w f'+ I r A n, • t 7 t 'I I , w 1 - _ _{•• 1 " y' r ' - <`2,000�000�00' 0, 1N`A i ' LI .! t ° r , � � t K� !`. tl 1 1. 1 ::� 1 .. $ : n+� . 1 § z . 1 f {. ` p C r r i ? 'I fi a'.1 , v -,:;:).;;',"`',7'f,-",-, • � - • +) ' 'rr ' L'' ' �' - ti . ' 'a r I 7 l k � ' "; L _11 t. 1 1 7 i 1 -�, f' = - -- '` r f -° r ` ' ' ' • ''�t • . ti '�'' • --- . - ,000' V r ,,,, ,� xC V [ ` � , n 'ii 7 t. • 1' 7 t ' - _ 1 • 1 - _ ` _ , s :s ! a t, �' '` i } 'F i 1 r , f . , l w. a . w ., f "t 1 ''t , , }` -•`.„ • - • ^ $1,000'000,000 d, F :' r l r I , , , t I.,l i a y ,•., . . I _ , ' a F " L r S ; 1 t L t .� I • `Y 7 = , r �, F ,� I !• - 1 ,>=1ti t �:� r r ge ' -r rl t, '•t '�s r c:: r f _ • � ' $ ! ?� !' I � t ; , r q '1 tg f _ • 1; • $0. ' 1 .a l t i t + 1 7.;,..1P.,11 �t Ft' r m n_ 1 . tai d - • . 1 • 95 - 96'- 96 9 7, 97-98 98-99 99 00-01 01 , 02, =03, ', : j;, Fiscal Yeas: - - - - - .i •a ` :. F - ' Assessed Year.. ,', -. . . Value'' . ., • ', 94 -95. $2;458';7,38;549 ' 95 -96`' ' $2,735;213,090:. • ;,x $3,`1111;3, . 1 .97- 9 8'''' ? . ' • - ;' - � ';` +98 -99: - _ :- $2 ;883'•0'19'377 - 99: =00. ^,;., ” : °658;; • - f • • "1' V' � x, ' 1 M � -S : - _7'4 - - t ," ' ' .. • �,, 00 ■ = 0 . 1 : _ _'. 3 2 5 4 596' ' 0 5 6- • • •' �_ mss - - t_ ' k: • � _ - ��01: =02 " i 3�470�'S78'�863 ,' rte • • C � �e�p �', ,, :::..L4-7.,::,',.:,,-,91,. ; _ , '. .�J `,t ti ck.• i l � „ ,?! r _ + ' • - 0 03 F ,E $ 626;754,912 ,(estimated _ _ r ,,, . , - _ _ ,�1 -, ,;„'-`:17,. _ �; 3. • w 4 4F.. .sa%du -'' ^ -y` y+C'• . J ,.. , 54` . e :" a „11' ,. , :37 . - . r: . - ^I:i:' ,_v 5 'a <"E :4i '4:I • :, - •f. _ _ `° II '',''J'. .3,trytRJ =i,r L l' - - µ F ' t�C ; JT/ :: Iii''. _r. ' Assessed` Valuation City of Tigard, . w - ;• .' , Oregon .'Ore � '' "' . ., ... ., . • ' . g At the beginning - of each 'fiscal 'year, the Washington County Assessor deter - A • ` . mines :assessed`values of properties. in °the' City: - .Prior to Measure 50, Oregon's . . Asse property tax system was based on dollars levied and not tax rates, therefore • - increased values had the effect o f,lowering: property tax rates, not changing the • Valuation �' ' " - amount of taxes that c ould be c With the approval of Measure 50 in 1997, .assessed values on individual proper- ties were rolled back to FY 1995-96 levels and then reduced by 10 %. Assessed values are limited to an increase of 3% per year. The difference between market . value and assessed value is expected to widen in future years due to the 3% cap on assessed value growth. Assessed value is, used for spreading the operating ' , levies, while market values- are used to meet'the Measure 5 cap requirements and to spread debt, service levies, which are exempt from M Measure 50., Value added through new construction will increase assessed value assessed value 3% Measure 50 , growth rate..' - : • Assessed Valuations. are presented below Prior to FY. 1997 -98, Assessed Value . • . • ' Market' Value. City of Tigard As V alues '' . $4,000;000;000: _ , $3,500;000,000 ^,-I t .. - $3,000,000000 i 1 ' , - 4,� f ii t, • t � . ! , a5l, ,I , 3741 $2 T '" r , [--)1 =', i tx, :' , , ' $2,000,000,000 . • y t e { „IAN'. ' $1 ;500' ,000 ,000 ' � � =i. z I* i 4� ' ,�qq �t ! 1 { ' 3! ; • $1, 000,000,000 0' . . E ci r ° lir, i 1 i e 3 ? `; µ '+ If $ 500,0 00,000 w i ® -j 'i f , ® w { ® E , f ; ® ! 5 1 - F 1 ®t ii, -1 ' • F ' ®® i $0 ' 94 =95'.` 95 -96 96-97 - 97 -98. 98 -99. 99-00 00-01 01 -02 02-03 Fiscal Year Fiscal. ; Assessed Year Value 94 -95 $2,458;738,549 ' . 95 -96' $2,735,213,090 - ,, 96 -97 • :$3;111,388,324 • 9 -98' - $2,711,669,298 ''" - ;98 -99 - $2,883;019;377 ;99 `00 ! $3,047,750;658 ? 00 =0,1; . - $3;254,596,056 . — i i 1 J , l .. .0.1:02 _ $3,470,578,863 ' • � t r _: =03 k, .$3;626,754;912 - ;(estimated) - Property Tax Revenue City of Tigard, Oregon $10,000,000 - $9,000,000 --- - - - - -- ------ - - - - -_ —_ — $8,743,869 —" $7,979,980 $8,195,370 —'"— $8,000,000 — - - -- - --- -- --- - - -— Property Tax $6,985,229 $7,382,284 $7,000,000 — — — - — - — - — - — - — - — — - — - — - — - - Revenue ▪ $6,000,000 -- — - — - — - - -- - - --- — - — - — - — - N $5,000,000 — —_ —_— —__ _—. —_ —_ _ — " ▪ $4,000,000 -- — _ — _ — _ —_ —_ —_ - -_. — _ — _ — _ —_— $3,000,000 -- -- - -- - -- -- -- - -- -- - -- -- -— $1,632,263 $2,000,000 -- — - — - — - - - -- -- --- — " - -- $1,334,138 $1,000,000 -- --- --- -- -- --- -- --- -— $272,766 $292,325 $220,564 1998/99 1999/00 2000/01 2001/02 2002/03 Fiscal Year OProperty Tax Revenue ■Debt Service Revenue Property Taxes Tigard's permanent property tax rate of $2.5131 per thousand is applied to assessed value of property in the City each year. This permanent rate- produces revenues for General Fund operating costs. Under the Oregon Constitution (as amended by Measure 50 in 1997), assessed values may increase 3% per year. This increase, plus a pro -rated share of the value of new construction and annexations, is used to calculate property tax revenues. The City has a General Obligation Bond property tax levy. This levy was authorized by voters to pay debt service on bonds issued for various road and facility improvements. The levy is sized to generate sufficient funds to pay all debt service when due. On May 21, 2002 Tigard voters approved a $13 million General Obligation Bond to build a new Library. FY 2002 -03 property tax revenues reflect the first year of debt service for these bonds. Iii 38 City of Tigard, Oregon State Revenue Sharing $2,500,000 $2,332,925 State Revenue $2,179,449 $2,256,310 $2,268,177 $2,275,953 Sharing $2,000,000 — - - - — - — - - - - — - - - - — - - — - - -- a $1,500,000 - -- - — - — - - — - — -- - -- - - - -- -- $1,000,000 — - - - - - -- - - -- - - - -- -- - - - -- $500,000 , , - , 1998/99 1999/00 2000/01 2001/02 2002/03 Fiscal Year ['State R evenue Sharing State Revenue Sharing State Revenues include gas tax, cigarette tax, liquor tax, and State revenue sharing. State revenues are distributed to cities by statute -based formulas incorporating population and per capita incomes. These revenues have been remarkably even over the past several years. Budgetary revenue estimates are based on information provided by the League of Oregon Cities following consultation with the State. 4 2 A 39 City of Tigard, Enterprise Funds - User Fees Oregon $10,000,000 $9,338,643 $9,000,000 — - — — — — — — — — — — — $8,816,060 Enterprise $8,000,000 — - - — - - — - — - - - Funds - User $6,809,451 $7,304,935 $7,297,129 $7,000,000 — - — - — - — - — — Fees — — — • $6,000,000 — - - -- - - - -- - 0 c t $5,000,000 — _ — - — - — - - — - • $ 4,000,000 — — - — - — -- - $3,000,000 — _ — - -- _. - — - — - I - - — - • $1,000,000 — — $o 1996/99 1999/00 2000/01 2001/02 2002,03 Fiscal Year •User Fees User Fees User fees include Water, Sewer, and Storm Drainage fees charged to all users of such services. The Sanitary and Storm fees are established by the Clean Water Services Agency (formerly the Unified Sewerage Agency) and are set by the Agency each year. The City Council, through an intergovernmental agree- ment with the other water system participants, sets the water rates. Revenue continues to grow with the growth in customers. Water rates were increased by an average of 15.5% in the spring of 2001. The budget assumes a 10% water rate increase in early 2003. _04 40 City of Tigard, Oregon Connection Fees $ 2,400,000 -- - - Connection $2,100,000 — - - - - - - - e - - - - - - - - Fees e $1,800,000 --- - - - - -- - -- -- -- - -- -------0 a, M 0 a — _— _ —_ —_ —_ M $1,500,000 —_ —_— N en -- _ — co - A T T - 00f a m $1,200,000 —M —_ M _ — _ —_ —_a? __ -w_— — _ _.. —_— o _ —_ 7 is a, i0 a } F M M a0 0 N $900,000 — — _ - — — � ~ — - o - - 4 -2— - N CI 0 A T ON N O O 4l N F M $ 600,000 — - 0- m — - —44 t -- - m-- -33, .. _ - 0, - w - — -� -`► - Z .' .- µ N ~ N M N ~ N — $300,000 — 4 - -. k — — — N - $ 0 - —r— - . 1998/99 1999 4)0 2000/01 2001 /02 20024)3 Fiscal Year DWater Sewer ❑Roads ❑Parks Connection Fees Connection fees include Traffic Impact Fees, storm and sanitary sewer connec- tions, water connections and systems development charges, and parks system development charges. This revenue category has shown mixed results histori- cally because it relates directly to the level of development activity occurring within Tigard. This activity is expected to decline slightly in FY 2002 -03. 41 City of Tigard, Permit Revenue Oregon $3,000,000 - -- -- — - - - - - -- $2,724,973 Permit Revenue $2,500,000 $2,191,994 $1,998,621 $2,000,000 - - - - - - - - 3 $1,726,429 $1,726,600 $1,500,000 - - - - - - - - - - — - — - — - - $1,000,000 — - - — - — - — - - — - — - — $ 500,000 1998/99 1999/00 2000 /01 2001/02 2002 /03 Fiscal Year i n Permit Revenue Permit Revenue Permit fees are recorded in the Building Fund, the Electrical Inspection Fund, the General Fund, and the Urban Services Fund. Nearly all fees are related to development activity and, therefore, reflect the level of that activity. Tigard has experienced a strong economic climate over the past few years and very strong residential and commercial development activity. However, due to the current state of the economy, Tigard is experiencing a downturn in development activ- ity. The projections for FY 2002 -03 are based on current activity and a contin- ued decline in building activity. The City began providing development services to an area of Washington County outside the City limits (Urban Services area) in June 1998 and collects fees from this area to pay for the associated inspection and plan review ser- vices. w �qw V 42 City of Tigard, Franchise Fee Revenue Oregon $2,500,000 - - $2,306,860 $2,284,167 Franchise 52,063,980 $1,970,740 $1,9601768 Fee Revenue $2,000,000 — - — - — - — - - - - - - - - - - --" C t $1,500,000 -- — - — - -- — - — - — - — - — a $1,000,000 -- - — - — - -- - - -- — - — 1 $ 500,000 ' 1998,99 1999,00 2000/01 2001,02 2002,03 Fiscal Year (/Franchise Fees Franchise Fees Franchise fees are charged to public utilities for the use of the public rights -of- way. Franchised activities paying the fee include electricity, natural gas, telephones, cable television, and solid waste haulers. All franchise fees are computed as a percentage of gross proceeds within Tigard's city limits. All franchises, with the exception of cable television, are directly between the City and the franchise holder. The Metropolitan Area Communication Commission, a consortium of cities in the Metro area, adminis- ters the cable television franchise. City franchise fee rates have not changed since 1992. The FY 2002 -03 budget assumes an increase from actual FY 2001 -02 collec- tions of 2 %, which is the anticipated growth in City of Tigard population. Utilities increased electrical and natural gas rates charged to customers signifi- cantly in FY 2001 -02, but those increases did not produce corresponding increases in franchise fee revenues to the City due to the recent recession. 1 .. 43 • . . Current franchise rates are: • . City of Tigard, Oregon Service Provider Rate Franchise Cable Television AT &T Broadband 5.00% Electricity Portland Genera 1 Electric 3.50% Fee Revenue Garbage All haulers , - . 3.00% • , Natural Gas Northwest Natural Gas 3.00% Telecommunications All Phase Utility Corp. 5.00% Electric. Lightwave - 5.00% - • First Point :Communications 5.00% Level 3 - 5.00% , MCI' Worldcom - 5.00% . McLeod 5.00% Metro Media Fiber Network 5.00% -- Metropolitan Fiber Systems' (MFS) : 5 00% NextLink ' 5.00% , Qwest 5.00% , • , - - Verizon 5.00% • • • • / /��nrur�dl0111111.11ll �\ . 44 City of Tigard, Oregon County Funds $ 1,300,000 — County — — — ;1,229,989 — §1,223,992 — $1,199,259 ;1,224,590 $1,146,355 Funds $1,100,000 - - - - - - - - - - - - - - - - - - - - - - - - - — - $900,000 - - - -- - - -- -- - - -- -- -- - -- - — - — - — — - m C e t 2 $700,000 -- -- ---- -- -- - — - — - — —- $500,000 —' --- -- - - -- -- 'j f.2i9 - - — - - - - - _ _ $384,436 $304.085 $316.370 $311.080 $300,000 — - — - — - - — - — - - - —- $164,52 $181,560 $166,727 $174,580 $166,0 68 $100,000 1998/99 1999 2000/01 2001 ,02 2002,03 Fiscal Year DCounty Gas Tax • Hotel/Motel Tax ❑WCC LS County Shared Revenues County Shared Revenues include the Washington County Gas Tax, the Wash- ington County Cooperative Library System (WCCLS) levy, and a county -wide Hotel/Motel Tax. Washington County collects a one -cent per gallon tax on gasoline, which is distributed to cities in the county. These revenues may be used for road main- tenance activities. WCCLS funds come from County property taxes generated from the County's permanent property tax rate. The WCCLS funds were originally authorized by voters as a series of three -year levies, but the most recent levy was converted to a permanent property tax rate by Measure 50 in 1997. WCCLS funds are distributed to cities with public libraries based upon a formula heavily weighted to increases in circulation. The Hotel/Motel Tax is collected by Washington County and is distributed to all participating jurisdictions. The County rate is 7 %. The City receives about one third of the amount collected in the City limits. The number of hotel and motel rooms in the City has increased in the past, but hotel/motel tax distribu- tions to the City have declined slightly over the past two years. Tax collections are directly related to room rental rates and occupancy levels. 45 City of Tigard, Fine and Forfeiture Oregon Revenue $700,000 - Fine and :632,750 Forfeiture $600,000 — — — — — — — — — — ' — — Revenue — — — — — $ 379,105 $400,000 — - — - — - — - — - — - — - — - — - — - — - — - - — - — $355,00/r - — - 0 $336,225 $318,948 a Q $300,000 — - — - — - — — - — - J - — - — - - — - — - - $200,000 — — — — — — - - — - — - - — - — - - — $100,000 — — — - — — - - — - — - - — - — - - — 2 :35369 48 51,000 52 530 $0 l , 1998/99 1999/00 2000/01 2001/02 2002,03 Fiscal Year ■Traffic,CivilInfraction C Library Fines Fines and Forfeitures This source of revenue includes traffic tickets issued by the Police and pro- cessed by the Municipal Court and fines for late and lost materials at the Library. Fine collections are directly related to the number of citations issued. The bail schedule is updated annually by the Municipal Court Judge. This revenue source was projected to increase in FY 2001 -02 with the advent of photo radar speed enforcement. Photo radar was delayed, however, and so the budgeted revenues were not received. Photo radar has been put on hold for the time being. Revenue projections are based on actual fine revenues received so far in FY 2001 -02. 4 2-41'1 46 City of Tigard, Oregon Interest Earnings S2,400,000 • Interest $2,100,000 - — - — - — - — - — - — - — - — - — - — - — - — - — - — - — - — - — $1, 918.942 $1,814,476 $1,757,282 Earnings $1,800,000 — - — - — — — — — — — $1,411,842 c _ $1,500,000 - — - — • - — $1-,340,016 as a $1,200,000 - a+ , — - — 4 - — - — x'st" �+ - — - -- - -- - - — - 1?: — _ — sh, - — - — t $900,000 „3 - — — _ - $600,000 - # - — `v - — - — ” * ■ — - J% x > . r $300,000 - — - — g - — - — x 1 -- — $ 0 1998/99 1999/130 2000/D1 2001/02 2002/03 Fiscal Year ['Interest Earnings Interest Earnings Interest earnings are generated from the investment of cash on hand in the various funds of the City. Interest earnings are directly attributable to the amount of cash available for investment and current interest rates. The City is assuming an interest rate of 3.5% for its investments. 41 1 47 Interfund Transfers City of Tigard, Oregon Interfund transfers became a significant part of the annual budget beginning in FY 2001 -02. Generally, transfers are made between funds when the revenue is received in one fund for an expense that occurs in another fund or when City Interfund functions have more than one funding source. Another primary reason for Transfers transfers is for a fund to pay for services provided by another fund (for ex- ample, Financial Operations providing utility billing services for the Water . Fund). A transfer is an expense to the fund that is transferring the money out or buying services. A transfer is a resource to the fund that is receiving the money or selling the service. For every expense transfer there is a corresponding re- source transfer. The corresponding transfers must show the same dollar amount. The various types of interfund transfers are defined below: Transfer of Resources Transfer of resources from one fund to another which are not based upon a cost allocation plan or any expectation of a payment for services provided; rather this transfer represents the transfer of a resource for another use. For FY 2002- 03 there are,also transfers of resources in the form of fund balances to close out funds that are no longer needed for financial reporting. Transfer of Indirect Costs Transfers received for services - provided, which have been allocated based upon • ,a cost allocation plan. For. the City, the following bases of allocation are used for those functions or programs listed below: ' City Management - size of budget Finance. - size-of budget Financial Operations - size of budget/services provided • Human Resources - number of FTE Network Services - number of personal computers assigned to budget unit Office Services - percent of hours spent working on projects •• Records - number of new files processed/number of files pulled (number by budget, unit) Risk Management - FTE /auto- assignment/bond premiums /property Property Management - square footage•of office space or buildings Fleet Maintenance - vehicle assignments (number by . budget unit) - Transfer Direct Costs . A receipt of services provided to another fiscal entity (fund), the services of which can be specifically identified and billed to the benefiting entity or fund. /�„�,��N I Since the internal transfers pare complex and can be difficult to follow and trace • .� I . through the budget document, the following explanation is provided for each transfer, by fund: 48 From (Requirement) To (Resource) Type - $ Amount . Purpose • City of Tigard, ' . Oregon General Fund Building Fund - • Direct $50,533 Transfer of resources to fund a position . to conduct housing inspections. • Interfund . Central Services Fund Indirect 2,620,958 Charges for services provided by citywide Transfers - support programs Such as City Management • Human Resources, Risk Management, Network • - - Services, Accounting and Finance, Office Services, Records, and some City Attorney costs. ' Resource. 125,000 Finance /HR system replacement reserve. . , - • Fleet/Property Fund Indirect 656,683 Charges for office space and shared space; and Fleet Maintenance overhead and services. _ .. - Facilities Fund Resource 715,746 Reserve for - remodeling and energy conservation improvements to the old Library and City Hall. ' - . .. - Gas Tax Fund . • Interfund Loan 397,861 Five year loan to pay for City's portion of the - - 69th Ave LID project. - Sanitary Sewer Fund General Fund Direct 117,581 Transfer of resources to fund a portion of Public Works Administration, Community - - . Development Administration, Current • • • - - Planning, and Engineering: - Central Services Fund Iridirec_t 120,772 Charges for services provided by citywide . support programs such as City Management, - Human Resources, Risk Management, Network Services, Accounting and Finance, Office Services, Records, and some City Attorney costs. • Fleet/Property Management Fund - Indirect 29,646. Charges for office space and shared space; //y,,��ql & and Fleet Maintenance overhead and services. - ��1i • ��J • • • • • From (Requirement) To (Resource) Type $ Amount Purpose City of Tigard, - Oregon - Storm Sewer Fund General Fund Direct 271,637 Transfer of resources to fund a portion of • Public Works Administration, Community Interfund Development Administration, Current Planning, and Engineering. Transfers • Central. Services Fund Indirect 213,466 Charges for services provided by citywide support programs. such as City Management, Human.Resources, Risk Management, Network Services, Accounting and Finance, Office Services, Records, and some City Attorney costs. Fleet/Property Management Fund Indirect 70,710 Charges for office space and shared space; and Fleet Maintenance overhead and services. Water Fund- General Fund Direct 309,513 Transfer of resources'to fund portion of o • Public Works Administration. Central Services Fund Indirect 781,007 Charges' for services provided by citywide support programs such as City Management, Human Resources, Risk Management, Network • • Services, Accounting and Finance, Office • Services, Records, and some City Attorney • costs. Fleet/Property Management -Fund Indirect 67,221 Charges for office space and shared space; and Fleet Maintenance overhead and services. - Water SDC Fund • Water Fund Direct 394,875 Funds for portion of Menlor Pump Station. • c=_ - -- From (Requirement) ,To (Resource) Type . $ Amount Purpose • City of Tigard, Water Quality/ General Fund , . - • Direct •887 Transfer of resources to fund portion of • Oregon • Quantity Fund . .. Community Development Administration. • . -Central Services Fund Indirect 353 Charges for services provided by citywide IIIterfund _ - support- programs •such as City Management, • Transfers • " - . Human Resources, Risk Management, Network - Services, Accounting and Finance, Office . Services, Records, and some City Attorney ' - costs. • . - 'Fleet/Property ManagementFund Indirect . • 30 Charges for office space and shared space; - - . and Fleet Maintenance overhead and - services. • . Criminal Forfeiture Fund General Fund - Direct - 10,000 Transfer of resources dedicated to "be used for . - police related programs. - Gas Tax Fund General ' . Direct 1,087,510 Transfer of resources to fund a portion of the • • • . Street Maintenace- program., Also includes first . - ' . ' year repayment of General Fund loan for the - . 69th-Ave LID project. 'Central Services Indirect ,85;698 Charges for services provided_by citywide • support programs such as City Management, - Human Resources, Risk Management, Network • - - ' Services, Accounting and Finance, Office • . . Services, Records, and some City Attorney . - - , costs. Fleet/Property Management Fund Indirect 10,514 Charges for office space and shared space; _, - - - - and Fleet Maintenance overhead and services., Bancroft Bond Fund . Resource 397,861 Transfer, of money borrowed from General.Fund . • - - - • - - . for City's portion 69th -Ave LID project. . County Gas Tax Fund - Gas Tax=Fund - - Resource 80,000 Transfer of resources (fund balance) to close out • / /pi�gAll�� - - the County Gas Tax Fund. Future revenues _ ` '_ __� will be deposited directly into the Gas Tax Fund. • • • From (Requirement) To (Resource) • Type , $ Amount Purpose - City'.of Tigard, Oregon • Traffic Impact Fee Fund General Fund Direct ' 81,715 Transfer of resources to fund 'a portion of Community Development Administration and • Interfund Engineering. • Transfers Central Services Fund Indirect 20,485 Charges for services provided by support programs such as City Management, Human Resources, Risk Management, Network • Services, Accounting and Finance, Office 'Services, Records, and some City Attorney costs. • Fleet/Property Management Fund Indirect 3,586 Charges for office space and shared space; and Fleet Maintenance overhead and services. Wall Street LID Construction Fund Resource 300,000 Transfer of resources for funding of City's portion of the Wall Street LID project. N . Traffic Impact Fee, - . General Fund Direct 36,008 Transfer of resources to fund a portion of Urban Services Fund Community Development Administration and Engineering. • Central Services Fund Indirect 9,229 Charges for services provided by citywide • support programs such as City Management, Human Resources, Risk Management, Network Services, Accounting and Finance, Office Services, Records, and some City Attorney costs. • Fleet/Property Management Fund Indirect 1,576 Charges for office space and shared space; •• and Fleet Maintenance overhead and services. • • ■_.. From (Requirement) • To (Resource) Type $ Amount Purpose City of Tigard, _ _ . Oregon Building Fund 'General Fund • Direct . - . 66,889 Transfer of resources to fund "a portion of Community Development Administration. Interfund Central Services Fund Indirect 190,746 Charges for services provided by citywide • Transfers support programs such as City Management, ' Human Resources, Risk Management, Network ' - " _ Services, Accounting and Finance, Office Services, Records, and some City Attorney . costs. . Fleet/Property Management Fund Indirect: 29,607 Charges for office space and shared space; ' ' and Fleet Maintenance-overhead and services. Electrical Inspection General Fun d .Direct 17,448 Transfer of resources to fund a portion of Fund Community Development to Building Fund Direct - 106,527 Transfer of resources to fund a portion of the w .- Building Inspection Division. Central Services Fund - . Indirect 39,601 Charges for services provided by citywide . - support programs such as City Management, _ ' " • - Human Resources, Risk Management, Network - _ Services, Accounting and Finance, Office , , • - - Services, Records, and some - City Attorney _ costs. - Fleet/Property Management Fund Indirect - 6,036 Charges for office space and shared space; and Fleet Maintenance overhead and services. . / /Hiiviilll A w i �J • • . From - (Requirement) To (Resource) Type • $ Amount Purpose Cit of Tigard_; - '• - . . Oregon - . - - Urban Services Fund - General Fund Direct 131,888 Transfer of resources to fund a portion of • Current Planning, Engineering, Community Inter fund Development Administration, and Public Transfers Works. Administration. • Building Fund Direct 299,228- Transfer of resources to fund a portion of the Building Inspection Division. • Central Services Fund Indirect 132,282 Charges for services provided by citywide support programs such as City Management, Human Resources, Risk Management, Network Services, Accounting and Finance, Office • Services, Records, arid some City Attorney • costs. . • Fleet/Property Management Fund Indirect 20,878 Charges for office space and shared space; c and Fleet Maintenance overhead and services. A ' • - - • Tree Replacement Fund Parks Capital Fund Resource 200,000 Transfer of resources (fund balance) to close out . the Tree Replacement Fund. Future revenues will- be deposited directly into the Parks Capital Fund. • - `Insurance - Fund Central Services Fund Direct 100,000 Reserve for potential insurance rate increases. Central Services Fund • Fleet/Property Management Fund Indirect 113,177 Charges for office space and shared space; • and Fleet Maintenance overhead and services. . • Fleet/Property Central Services Fund Indirect . 81,972 Charges for services 'provided by citywide Management Fund - support programs such as City Management, • - . Human Resources, Risk Management, Network • • • Services, Accounting and Finance, Office • ' • Services, Records, and some City Attorney costs. _.. . • • • • From (Requirement) To (Resource) - - Type $ Amount` Purpose City of Tigard, Oregon 69th Avenue LID Fund Bancroft Bond Fund . - = Resource 137,412 Transfer of resources (fund balance) to closeout the 69th Avenue LID Fund. Interfund Transfers Park Levy Parks Capital Fund Resource 135,000 Transfer of resources (fund balance) to close out • Improvement Fund - the Park. Levy Improvement Fund. Metro Greenspaces Fund Parks Capital Fund Resource 75,000 Transfer of resources (fund balance) to close out the Metro Greenspaces Fund. Total $10,952,353 en G H � 4 0 � / 1 04 1 j� �1 • • • ■ '3 ��i q /11 1/ 1 1 ` � ` 1 - . . City 'of Tigard, Oregon , . • • • o • • • • ■ • • , e ' City of Tigard, , _ Oregon: r PROGRAM SUMMARIES P rogram Budget Organ 56 Expenditure Summary - By Program 58 Operating Budget History 59 -.'''''''• ti ; y „ 3 • z: . • • • -- - ` 1 ' I A „ 110\ t ,1 1 ,1 ,,, .„ r__ 411 4111141bfr psi City of Tigard; Oregon The City of Tigard adopts and manages its budget by program. Each program City of Tigard, is an aggregation of budget units that are similar in nature or function. The Oregon City has, established the following program structure: Program Department/Function " Budget Unit Program Budget Community Services Police Administration Organization Operations on Support Services Library Administration Readers' Services Technical Services Circulation Social Services / ' Social Services/ Community Events 'ComimunityEvents Public Works Public Works Administration ' Parks, and Grounds • Sanitary Sewer Storm Sewer Street Maintenace • Fleet Maintenance Property Management Water Development Services Community Development Administration • • Building Inspection Current Planning _ Long• Range Planning Engineering Engineering Street Lights & Signals Policy & Administration City Administration Mayor. and Council City Management Human 'Resources -, Network Services • Risk' Management • Finance Administration • Financial Operations Office Services Records 414, Municipal'Court •� General Government . • Non- Departmental Citywide Support • ' City Attorney • 56 In addition to the five . operating programs, Debt Service, Capital City of Tigard, Improvements, Contingency, and Transfers are also considered separate Oregon programs providing the following functions: Program • Debt Service includes appropriations for interest and principal on all types of debt, i.e., general obligation, special assessment, and short-term debt for Budget construction projects. Organization • Capital Improvements includes appropriations - for all major construction project expenditures. Capital improvement projects are, in cluded in the long range plan for City facilities and infrastructure. • Contingency includes allowance for unforeseen needs and reserves that have not been planned for in the current budget. • Transfers will be made between funds when the revenue is received in one fund for an expense that occurs in another fund or when City functions have more than one funding source. Another primary reason for transfers is for a fund to pay for services provided by, another fund. The program . budget organization detail, including identification of each related budget unit and .an explanation of the functions, activities, and performance measures are described on the following pages. . • //Hixiln'�10 4 : . • 57 City o f g Tigard, 1999/0 Actua0 l Actual 2000101 Adopted Proposed Approved Adopted City r Description 2001/02 2002103 2002/03 2002/03 Oregon Community Services $7,465,505 $7,924,561 $9,065,313 $9,322,871 $9,397,166 $9,400,166 FTE Positions 101.70 107.33 106.20 105.65 105.65 105.65 Expenditure Public Works 8,204,026 7,529,438 8,331,556 9,015,170 9,015,326 9,015,326 Summary by FTE Positions 64.00 64.00 64.00 64.70 64.70 64.70 Program Development Services 3,419,279 3,425,507 4,113,075 4,040,090 4,040,902 4,040,902 FTE Positions 50.00 44.00 46.50 46.50 46.50 46.50 Policy and Administration 3,207,314 3,410,521 4,224,151 4,294,304 4,291,649 4,291,649 FTE Positions 36.50 39.55 44.60 43.60 43.60 43,60 General Government 281,697 22,247 25,000 192,100 192,100 192,100 FTE Positions 0.00 0.00 0.00 0.00 0.00 0.00 Total Operating Budget $22,577,821 $22,312,274 $25,759,095 $26,864,535 $26,937,143 $26,940,143 FTE Positions 252.20 254.88 261.30 260.45 260.45 260.45 Debt Service $2,699,338 $2,620,834 $4,762,210 $5,789,111 $6,616,972 $6,616,972 Capital Improvements 5,472,890 5,445,595 10,652,310 17,846,506 17,281,631 17,281,631 Transfers 180,000 701,500 8,489,078 10,195,746 10,952,353 10,952,353 Contingency 0 0 3,925,650 5,161,631 5,123,693 5,120,693 Total Expenditures - by Program $30,930,049 $31,080,203 $53,588,343 $65,857,529 $66,911,792 $66,911,792 EXPENDITURE SUM MARY - BY PROGRAM FY 2002 -03 ADOPTED BUDGET Community Contingency Services 7.33% 14% Public Works Transfers 13% 16% Development Capital Services Improvements , 1 0., 6 % 27% I Policy and Administration . General 6a Debt Service Government 10% 0% l ! 58 Actual Actual . Adopted Proposed Approved Adopted Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 City of Tigard; Oregon. • Personal Services - , Positions 252.20 254.88 261.30' 260.45 260.45 260.45- Operating - Budget Wages. . - $10,241,698 $10',543,298 $1 $12,611,212 $12,611,213 $1.2,611,213 Hlsto _ _ • Overtime - 353,615 329588 415,.142 403,582 403,582 _ 403,582 _ Benefits` - _ - 3,070,130 3,323,781 4,1 02,085 4,623,086 4,687,347 , 4,687;347 _ Total Personal Services " $13,665;643 $14;196,667 $16,522,501 $17,637,880 $17,702,142 $17,702,142 . Materials & Services • Water Costs $3,118,428. $2,376,466 - $2,656,000 $2,960,469 $2,960,469' .$2,960,469 • Prof. & Contract Services 2,025,098 1,796,271 2,093,803 2,030,688 2,01 -7,688 2,020,688 - - . Repair & Maintenance 811,267 820,846 802,184 764,234 764,234 764,234 Miscellaneous Expense 2 252,341 317,638 265,911 287,257 287,257 Small Tools & Equipment 22 _ 75,349 114,643 111,305 111,305 111,305 - Office Supplies 285,538 . 499,929 602,165 565,574 565,574 565,574 Advertising& Publicity " . 121,818 106,276 201,079 139,022 139,022 139,022 - ' ' Fees /Dues /Subscriptions 79,124 101 90,778 99,459 . 99,459 99,459 co Travel & Training . . 158,175 _ 125,948 272,890 253,626 253;626 253,626 . Fuel Expenses ' 121,236 140,419 ' 137,352 133,585 133,585 133,585 Computer Software 123,237 58,463 103,154 35,922 35,922 35,922 . - • -- .Rents & Leases' - 53,332.. 50,644 141,562 65,754 65,754 65,754 Utilities 528,027 517,914 712,303' 694,855 694,855 694,855 Insurance - 197,441 228,283 253,785 - .361.,377 . 361,377. 361,377 - - , Library Materials - 212,178 214,901 231,013 ' 246,874 246,874 246,874 Total Materials & Services $8,078,918 $7,365 ,576 $8 $8,728,655 $8,737,001 $8,740,001 Capital Outlay v Land & Improvements - _ 30,952 50,741 37,800 29,000 29,000 . 29,000 • - , Building - &.Improvements- 16,000 17,660 0 20,000 ' . 20,000 20,000 -Vehicles' . - • 268,720 • 431,719" 246,850 283,000 283,000 - 283,000 . Office & Equipment 95,244 7,359 13,795 15,000 15,000 15,000 , - - Computer Equipment _ 137,362 2,868 8,000 0 _ 0 • 0 �/�nriWli W s�� Operation Equipment 284;982- 239,684 199,800 151,000 151,000 . 151,000 t- �I�I�JlI - ^°A ---a Total Capital Outlay $833,260 $750,031 $506,245 $498,000 $498,000 $498,000 - Total- Operating Budget $22,577,821 $22,312,274 $25,759;095" $26,864 ;535 $26,937,143 $26,940,143 City of Tigard, - . Oregon • : • Community Services Program _ . . Organizational Chart . ` 60 _ Expenditure /FTE Summary 61 • - Police Organization Chart /FTE Summary 62 Police Administration 63 Operations _ � 66 _ Support Services 71 Library . o Organization Chart /FTE Summary 75 5 'b c o c Library Administration 76 ` .< Readers' Services • 79 - et Technical Services 83 Circulation 86 Social Services /Community Events Social. Services & Community Events 89 • lo ,, ' e►AAA aas� City of Tigard, Oregon u _ . 1 , • • • • • • . , , . t, . • C O M MU N I TY • ,,,,,, . . . • , . SE R V ICES • • • Library r • • • • • ■ ' . Social •Services/ • " . - COmmuni- . • • • 'Events -- . . - . • • • • • • • • s�. • - .. . . - - - - _ - - •• The Community Services program consists of programs provided by the Police City of Tigard, Department, the Library, and several Social Services and Community Event Oregon grants made by the City. Police programs include traditional public safety efforts (patrol, enforcement, traffic safety, etc.), but also include work with Community community groups to increase public safety awareness. Library programs include circulation of a wide variety of print and other media materials and the Services offering of programs designed to increase reading, computer skills, and lifelong Program learning. Social Service and Community,Event grants provide funding to a variety of community organizations and groups that provide services to those in need in the community or which offer events that promote a greater sense of community. The budget for this program area is .up about 3 %.from the. FY 2001 =02 Adopted Budget. The number of authorized positions is down slightly, due, in part, to the elimination of .5 FTE position from the Police Department. The primary source of funding for this program area is the General Fund. Actual Actual Adopted Proposed Approved Adopted Description 1999100 2000101 • 2001/02 2002/03 2002/03 2002/03 # Positions 101.70 107.33 106.20 105.65 105.65 105 -65 Personal Services $5,857,398 $6,264,545 $6,987,116 $7,512,208 $7,575,157 $7,575,157 Materials & Services 1,353,545 1,414,980 1,806,402 1,697,663 1,709,009 1,712,009 Capital Outlay 254,562 245,036 271,795 113,000 113,000 113,000 Total Comm. Services - by Category $7.465,505 $7,924,561 $9,065,313 $9,322,871' $9,397,166 $9,400,166 Budget by Department - Police $5,768,196 $6,161,933 $6,979,144 $7,137,956 $7,200,155 $7,200,155 Library 1,582,109 1,648,568 1,965,719 2,048,715 2,050,811 2.050;811 Social Services /Community Events 115,200 114,060 120,450 136,200 146,200 149,200 Total Comm. Service - by Department $7,465,505 $7,924,561 $9,065,313 $9,322,871 $9,397,166 $9,400,166 Budget by Fund • . • - General Fund $7,465,505 $7,924,561 $9,065,313 $9,322,871 '$9,397,166 $9,400,166 Total Comm. Services - by Fund $7,465,505 $7,924,561 $9,065,313 $9,322,871 $9,397,166 $9,400,166 • • • • • 61 • City of Tigard, Oregon Police POLICE Department Administration Operations • • Support . Services • Actual Actual Adopted Proposed Approved Adopted Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 # Positions 72:00 : 76.33 75.50 75.00 . 75.00 75.00 • Personal Services $4,597,976 '$4,931,459 $5,411,738 , $5,852,740 - $5,914,939 $5,914,939 Materials &Services 933,982 985,438 1,304,606 1,172,216 - .1,172,216 1,172,216 . Capital Outlay 236,238 • 245,036 262,800 113;000 " 113,000 113,000 • Total Police - by Category. $5,768,196 $6,161;933 ,$6,979,144 • $7,137,956' $7,200,155 $7,200,155 - • Budget by Division - • Police Administration $295,373 $294,943 $335;866 $294,726 $300,592 $300,592 Operations 3,419,403 3,629,842 4; 4,195,077 4,239,462 4,239;462 Support Services 2,053,420 2,237,148 2,374,722 2,648,153 • 2,660,101 2,660,101 Total Police - by Division $5,768,196 $6,161,933 $6,979,144 $7,137,956 $7,200,155 $7,200,155 Budget by Fund - General Fund $5,768,196 $6,161,933 $6,979,144 $7,137,956 $7,200,155 $7,200,155 Total Police - by Fund $5,768,196 $6,161,933 $6,979,144 $7,137,956 $7,200,155 $7,200,155 //0/4 • 62 • Program Results The Department has increased visibil- City of Tigard, ity by marking previously unmarked • Oregon • The Police Administration Divi- cars for patrol and also will be adding sion prevents and suppresses marked units for in -town take home as crime by providing crime preven- a result of a recent grant. Police tion materials and programs to Administration multi- family dwellings and 2002 -03 Goals and Objectives businesses. • The Police Administration Divi- • Complete accreditation process for sion decreases false alarms the Department. Budget Unit: through alarm ordinance adminis- tration. • • Increase Neighborhood Watch 1110 participation. • The Police Administration Divi- sion increases police visibility • Expand crime prevention program- with operational and equipment ming into cable programming. • changes. • ♦ Develop a strategic plan for the • Program Description future of the Department. The Police Administration Division is responsible for the overall adminis- ♦ Increase police visibility in the tration and management of the Police community: Department. In addition, the Divi - sion also provides public informa- 2001 -02 Accomplishments tion, offers crime prevention pro - . grams, and administers the City's ♦ The Neighborhood Watch groups alarm ordinance. ._ increased 12% from 75 groups to 84. The Neighborhood Watch Program, which increased significantly last ♦ Enhanced Safety Property location year, not only unites neighborhoods, Ty p but provides them with crime preven- was re- certified. tion material. The Enhanced Safety • .Properties Program is a 3 -phase • Major steps were taken towards the crime prevention program that does completion of the accreditation the same thing for multi - family. units. . process. In the past year, the Division pro- , vided several hundred hours of crime ♦ Hundreds of hours of crime preven- - prevention programming to a wide tion. information were provided to variety-Of citizens, businesses, and local: businesses, neighborhoods, groups. and civic groups. • The number of alarm permits in creased significantly last year and • Closer working relationships were could account for the rise in false . established with the Housing Code alarm reports-the Department wit- Enforcement. and Code Enforce- nessed last year, which are a drain on merit Officers. :i211( Police resources. With a .change, in s taff r more time will be spent in stricter enforcement of the - alarm ordinance. . • 63 WORKLOAD MEASURES City of Tigard, 1999/00 2000/01 2001/02 2002/03 Oregon Number of reported accidents 980 1,120 1,085 1,107 Police ' Administration Number of injury accidents 193 247 200 214 Traffic citations issued 6,086 5,500 6,700. 7,000 Issued alarm permits • N/A 2,106 2,631 - 2,894 Budget Unit: Number of false alarms 1,500 1,424 1,893 1,500 1110 Number of neighborhood N /A. 75 84 90 watch groups . Community policing agreements . N/A ' 21 . 58 70 . 'Number of Part I and II report ed • • crimes - 5,188 5,400 5,593 5,800 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Increase in neighborhood watch locations ( %) '12% 7% _ Increase in community policing agreements •( %)- ` 50% 21% • Increase iri.crime prevention programming ( %)' .. 5% Decrease in reported accidents ( %) N/A 14% 3% (2 %) Increase in alarm permits (%) • • 25% 10% • Decrease in false alarms ( %) • N/A • 5% - 33% 21% FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01..2001/02 2002/03 Chief of Police , 1.00 1.00 1:00. 1.00 Confidential Executive,Assistant' - 1.00 1.00 1.00 • 1.00 Ahn�ci,�� h�i� Community Services Officer 1,00 1,00 1.00 1.00 • Al' Total 3.00 3.00 3.00 3.00 , 64 . • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Personal Services Police Positions 3.00 3.00 3.00 3.00 3.00 3.00 Administration Wages $160,989 $169,072 $172,272 $175,912 $175,912 $175,912 Overtime 9,295 11,701 11,046 11,399 11,399 11,399 Benefits 51,804 60,227 64,867 69,315 75,181 75,181 Budget Unit: Total Personal Services $222,088 $241,000 $248,185 $256,626 $262,492 • $262,492 1110 Materials & Services Water Costs . $0 $0 $0 $0 $0 $0 Prof. & Contract Services 23,324 • 15,063 32,500 5,000 5,000 5,000 Repair & Maintenance 1,170 3,404 3,250 3,750 3,750 3,750 Miscellaneous Expense 5,953 15,470 31,500. 9,580 9,580 9,580 Small Tools & Equipment 0 0 • 0 0 0 0 Office Supplies 3,693 3,866 7,464 7,500 7,500 7,500 • Advertising & Publicity ' 0 0 0 0 0 0 Fees/Dues /Subscriptions 733 997 820. 920 920 920 Travel & Training 5,110 5,797 7,250 7,350 7,350 7,350 Fuel Expenses 4,940 2,040 3,000 2,500 2,500 2,500 Computer Software 0 0 0 0. 0 0 Rents & Leases ' 3,132 0 1,500 500 500 500 Utilities 231 373 397 • 1,000 1,000 1,000 Insurance 0 0 0 0 0 0 Library Materials 0 0 • 0 0 0 0 Total Materials & Services $48,286 $47,010 $87,681 $38,100 ' $38,100 $38,100 • • Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 , Building '& Improvements . 0 0 0 0 0 0 • Vehicles .. 24,999 0 0 0 0 0 Office Furniture & Equipment 0 2,755 0 0 0 0 Computer Equipment 0 ' 0 0 0 0 0 Operation Equipment 0 4,178 0 0 0 0 , Total Capital Outlay $24,999 $6,933 , ' $0 $0 $0 $0 Total Budget Unit $295,373 $294,943. $335,866 $294,726 $300,592 $300,592 . • . ' 65 • - . Program Results . City of Tigard, o The FY 2002 -03 Budget includes • Oregon • The Operations Division of the continued training forEmergency Police Department solves commu- Vehicle Operations, which will help Police " nity' problems and forms commu- reduce the City's liability resulting nity partnerships. from emergency response, driving. Operations The budget also has continued train- . • The Operations Division provides ing for the Mobile Response Tearn as • rapid response t� serious calls for well as other mandatory training for service, (Priority I calls). Department members. Budget Unit: 2002 -03 Goals and Objectives 1120 • The Operations Division prevents, deters, and suppresses crime. • . Maintain responses to emergency Program Description calls of less than 4 minutes and establish patrol case clearance The Operations Division consists of statistics.. . . three shifts operating 24 hours a day. The Division is the first responder to • Continue implementing Problem - calls for service and emergencies. In Solving/Community Policing. " a Division ie • ddition,.the Dvision s responsible for. investigating misdemearnor,:and • Target crime and traffic specific • class C felony crimes. Each sliif is problems in the. community and managed by _a lieutenant who is deploy resources to solve the assisted by two sergeants: The day . targeted problems, taking into shift also has a sergeant assigned to consideration all community identify, address, and coordinate resources. S , response to traffic problems and S ' ' .accidents.. This sergeant is in charge • Target and suppress, gang activity/ ' of the motorcycle officers - and night- crime through enforcement , shift 'traffic,.car. The lieutenants are education, and community in- • responsible to the Operations Captain, volverrment. who is responsible to the Chief of . _ Police for overall operations of the • Continue making requests from Division. crime/utility watch groups a high • . ' . priority. " Regional development has caused significant growth in daytime popula- •' Refer juvenile offenders to the tions within the City of Tigard. The Tigard Peer Court. average daytime population at Wash - ington Square is over 50,000, thus . creating .a service daytime population for the Police Department of over 86,670, plus all the other regional - retail growth (Tigard Triangle). This de r�oy I ; *'\ growth also causes significant traffic . 1.1.. � . volume increases for the Department . • to deal with. , 66 , S 2001 -02 Accomplishments City of Tigard, Oregon • Maintained a 3.91- minute re- sponse time to Priority I calls. Police Operations • Continued forming partnerships with the community to solve problems through 70 Community Partnerships and mediations. Budget Unit: • Targeted crime and traffic spe- 1120 cific problems and suppressed . accidents and criminal activity. • Targeted gang specific problems with tactical deployment at Washington Square and other gang areas. • Maintained a quick response to _ Crime Watch groups as a high priority. • • ` Referred 100 juvenile offenders to Tigard Peer Court. • etihmo 67 y • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Police Number of community issues N/A 29 58 61 Operations Number of community policing projects N/A . 12 , 24 30 Number of partnership agreements N/A 21 42 44 Budget Unit: Number of calls for service 34,212 38,212 39,000 40,950 1120 Response time to priority I calls (minutes) 3.60 3.91 <4.00 <4.00- Number of priority I calls N/A 2,8.14 2,900 3,045 Number of officers per 1,000 population 1.51 1.51 1.52 1.52 Reported part I and II crimes 5,188 5,400 5,593 5,800 Number of directed patrols N/A = 21 42 46 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 . Increase in reported community . issues mediated (%) ' N/A 5% •5% 5% • .Decrease in repeat calls to . community policing project ( %) N/A .5% . 5% 5% Increase of partnership agreements ( %) N/A 5% 100% 5% Response time to priority I calls (minutes) 3.60 -3.91 <4.00 <4.00 Change in part I and II reported crime 3.99% 4.01% 3.60% 3.70% Increase in number of directed patrols N/A , N/A 100% 10% • • 68 • FULL -TIME EQUIVALENT POSITIONS City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Police Captain 1.00 1.00 1.00 1.00 Operations Community Service Officer 2.00 2.00 2.00 2.00 Lieutenant 3.00 3.00 . 3.00 3.00 Police Officer 31.00 33.50 34.50 34.00 Sergeant 7 &0 1 7.00 7.00 Budget Unit: . Total 44.00 46.50 47.50 47.00 1120 • • • • • 69 City of Tigard, Actual Actual • Adopted Proposed Approved Adopted , Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Oregon , • Personal Services Police Positions 44.00 46.50 47.50 47.00 47.00 47.00 Operations Wages - $2,149;165 $2,282,871 $2,437,217 $2,507,478 $2,507,478 $2,507,478 - Overtime ' , 190,386 150,484 233,995 215,967 215,967 215,967 Benefits 622,294 691,469 811,356 983,242 1,027,627 1,027,627 Total Personal Services $2,961,845 $3,124,824 $3,482,568 $3,706,687 $3.751.072 $3751,072 Budget Unit: Materials "& Services Water Costs $0 $0 $0 $0 $0 $0 1120 Prof. & Contract Services 29,613 ' 15,681 160,725 30,325 30,325 .30;325 ' Repair & 'Maintenance 83,916 105,894 102,290 109,790 109,790 109,790 , Miscellaneous Expense 78,413 97,922 96,211 100,319 100,319 ' 100,319 • Small Tools & Equipment 0 11,151 18,016• 16,073 16,073 16,073 . Office Supplies 10,814 8,508 11,864 8,100 8,100 8;100 .' Advertising & Publicity 2,708 720 2,000 . 3,441 3,441 3,441 Fees/Dues /Subscriptions ' 629 • 814 2;170 .2,120 2,120. 2,120 •. Travel &Training 23,777 13,910 37,700 40,300 40,300 ' 40,300 . Fuel Expenses " ' 47,595 63,363 44,540 • 54,250 ' 54,250 54,250 • Computer Software 0 , 0 ' '0 • 0 ' ,0 0 . Rents &: Leases 0 •- 0 48,000 , 0 0 • 0 Utilities 11,271 ''' 12,956. 10,672 10,672 10,672 10,672 Insurance . ' . 0 0 ' 0 0 0 0 , Library Materials . 0 0 0 0 0 0 . ' Total Materials & Services $288736 $330,919 $534,188 $375,390 $375,390 $375.390 C apital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 16,000 • 0 - 0 0 0 0 Vehicles •- 117,718 119,494 147;500 113,000 113,000 113,000 - . Office Furniture &Equipment 6,853 ' 0- 0 0 0 0 -Computer Equipment • 0 0 0" 0 , 0 0 Operation Equipment ' 28,251 54,605- 104,300 ' 0 0 0 Total Capital Outlay $168,822 $174,099 $251,800 • •$113;000 $113,000. $113;000 • Total Budget Unit $3,419,403 $3,629,842 $4,268,556 $4;195;077 $4;239,462. $4,239,462 • • • ___ 70 • Program Results The Training Coordinator is respon- City of Tigard, sible for all training in the Police Oregon ♦ Detectives successfully investigate Department.. Training is coordinated serious A and B felony crimes. with outside sources as well as the in- service training for Police personnel. Police ♦ Records Management enhances The Training Coordinator is also Support prosecution, provides timely responsible for managing the grants Services information, and supports public received by the Department and records requests. assisting with accreditation manage- ment. ♦ Department effectiveness and efficiency is improved through Sixty -five percent (65 %) of the mate- Budget Unit: automation of work tasks and rials and services budget in this 1130 timely reporting of Department Division is dedicated to the provision activities. of dispatch services through the Washington. County Consolidated ♦ Department training is coordi- Communications Agency (WCCCA). nated, timely, and relevant. These funds include the pass through of State 9 -1 -1 tax funds, as well as the Program Description additional costs for dispatch services provided by WCCCA. The Support Services Division con- sists of the Records Unit, Detectives 2002 -03 Goals and Objectives Unit, and Training. A Police Captain is the Support Services Commander. Detective Unit: The Detective Unit is responsible for ♦ Continue enforcement and investi- investigating all serious (A and B gation emphasis on gang and drug felonies), investigating narcotics and related criminal activity. gang- related activity, and coordinating investigations with other jurisdictions ♦ Focus on person crimes: homicide, pertinent to the City of Tigard. assault, rape, robbery, and child School Resource Officers are respon- abuse. - sible for gang intelligence, and crimi- nal investigations' that arise . with the ♦ Prioritize investigations in crimes Tigard School District. The DARE directed towards the elderly. and GREAT programs,are aimed at helping young people resist substance ♦ Maintain high levels of clearance abuse and gang activity. The School rates of crimes and recovered • Resource Officers and Youth Services property. ' , Officer coordinate the Tigard Peer ' ' , Court. Records Unit: The Records Unit_maintains Depart ♦ Maintain the Portland Police Data ment records and is responsible for _ System entry timeliness. processing all records requests from - department personnel, outside agen- ♦ Insure State records retention .cies, other jurisdictions, and the schedule rules are complied with. . • public. Property/Evidence storage - / "'..�"�� IM1( and processing is also a responsibility ♦ Provide Law Enforcement Data III of the Records Unit. System update training for Records personnel. • 71 • Maintain accountability of lost,. • Successfully investigated a homi- City. of Tigard,. abandoned, and seized property. cide from 1993.. The suspects have Oregon been identified and the investiga- • Insure integrity of chain of tion is continuing. custody for all evidence required Police for criminal proceedings. • Actively worked on several. Wash- Support ington County Major Crime Team S ervices • Properly dispose of or destroy cases, including homicides and property /evidence when no police officer involved shootings. , longer needed or as required by All of the homicide cases were state statute. cleared by arrest. Budget Unit: Training: • Improved case clearance rate. 1130 ♦ Program and coordinate the in- • Began process of achieving state service mandatory training accreditation. The process involves program. the complete review, revision, . . training, and documentation of • Draft bi-weekly briefing. Training agency policies and procedures to 'Bulletins. ensure Compliance. with nationally; recognized standards in providing Conduct career development law enforcement services. training to prepare Department. Completion of the process is personnel for the future. expected in FY 2002 • • Design specialized training'for • Revised and reorganized the train- specific groups. ing process and documentation within the Department. Improved , • Conduct training'needs assess- ' record keeping and, planning . ment for the Department to reduces liability, enhances coordi- , reduce liability and improve nation, reduces costs, and provides " officer safety' afety. ' . ' the framework for ,career develop - ' ment. V . • Assist with completion and maintenance of the accreditation • Continued high level of case entry process. into the Portland Police Data . ' . System (PPDS). This ensures that ♦ Manage Department grants, information available to police including research, application, officers and command staff is monitoring, and reporting. timely and accurate. The Depart- , ment is being used by the Portland '• . Manage the Department's direc- Police Data System management to tive system. review and test a major revision to • their system. Suggestions made by . 2001 -02 Accomplishments Records Unit personnel help shape the new system and identify major • Successfully investigated a . issues to be resolved when interfac- homicide from 1998. The suspect ing with state Law Enforcement was indicted and is incarcerated Data System. • � ti �r�'H��pw �1` ill' awaiting trail. y 72 WORKLOAD ME ASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Police Number of cases assigned for follow -up 425 500 440 445 Support Number of cases cleared 255 238 264 300 Services Number of reports processed N/A 9,000 9,200 9,300 Number of training requests processed N/A 100 105 120 Budget Unit: 1130 Number of classes sponsored N/A 1 3 3 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Assigned cases cleared ( %) N/A >60% >60% . 85% Department staff rating training support as good or excellent ( %) N/A >80% >85% >85% FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Captain 1.00 1.00 1.00 1.00 Community Service Officer 1.00 1.00 1.00 1.00 - Detective Secretary 1.00 1.00 1.00 1.00 - Lieutenant , 1.00 1.00 1.00 1.00 • Microcomputer Support Technician 1.00 1 MO 0.00 0.00 - Police Officer 11:00 11.83 10.00 11.00 Police Records Supervisor s 1.00 ' 1.00 • 1.00 1.00 . • Program Manager • 0.00 0.00 1.00 0.00 Property/Evidence Clerk 1.00 . " 1.00 2.00 2.00., Records Specialist . - 6.00 6.00 • 6.00 _ 6:00 - Sergeant 1.00 1:00 1.00. 1.00 Training Coordinator . • 0.00 1 :00 0.00 0.00 / / 4 m�H��i�p�d�li� h • _saw Total • 25.00 .26.83 25.00 • 25.00 _ • • 73 • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999100 - 2000101 2001102 2002/03 2002/03 2002/03 Personal Services Police Positions 25.00 26.83 25.00 25.00 25.00 25.00 Support Wages $1,031,811 $1,126,729 $1,193,859 $1,308,292 $1,308,292 $1,308,292 Services Overtime 75,546 89,842 80,042 89,890 89,890 89,890 Benefits 306,686 349,064 407,084 491,245 503,193 503,193 Total Personal Services $1,414,043 $1,565,635 $1,680,985 $1,889,427 $1,901,375 $1,901,375_ Materials & Services - Budget Unit: Water Costs $0 $0 $0 $0 $0 $0 g Prof. & Contract Services - 457,456 421,064 475,932 536,812 536,812 536,812 1130 Repair & Maintenance 10,328 20,370 19,175 21,395 21,395 21,395 Miscellaneous Expense 34,643 47,204 46,895 48,426 48,426 48,426 SmallTools & Equipment 0 4,909 16,480 27,027 27,027 27,027 • Office Supplies 43,231 42,426 34,699 38,669 38,669 38,669 Advertising & Publicity 2,686 1,247 3,540 3,540 3,540 3,540 .Fees /Dues /Subscriptions 1,095 932 1,115. 1,115 1,115 1,115 , - ' Travel. &Training 16;175 21,267 40,807 35,380 35,380 35,380 Fuel: Expenses 6,784 7,086 9,432 7,350 7,350 7,350 . ' , Computer Software 222 0 0 '0 0 0 - Rents & Leases 19,606 33;243 29,120 -34,512 34,512 34,512 Utilities. . 4,734 7,761 5,542 4,500 4,500 4,500 •Insurance . 0 0 . 0 • 0 0 0 Litirary'Materials 0 0 0 0 0 0 , Total Materials &Services $596,960 $607,509 $682,737 ; $758,726 $758,726 $758,726 Capital Outlay. Land & Improvements- $0 $0 ' $0 $0 $0 $0 Building & Improvements 0•. 0 0 0 0 0 Vehicles . 22,839 '46,109 0 ' 0 0 0 Office Furniture & Equipment 6,909 0 0 0 0 0 Computer Equipment 3,074 0 0 0 0 0 ' Operation Equipment_ 9,595 ' • 17,895 11,000 0 0 0 Total Capital Outlay' ' $42,417 $64,004 $11,000 $0 • $0' $0 Total Budget Unit ' ' ' $2,053,420 $2,237,148 $2,374,722 $2,648,153 $2,660,101 .$2;660,101 ,,,,„„„„,,„U,H��y . , _ __ i JJ 74 • City of Tigard, Oregon Library LIBRARY • giteLte. �''�'. t ... •ex°:[' ^ orf..A Administration Technical Services Readers' Circulation Services Actual Actual Adopted Proposed Approved , Adopted Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 # Positions 29.70 31.00 30.70 30.65 30.65 30.65 Personal Services $1,259,422 $1,333,086 $1,575,378 $1,659,468 $1,660,218 $1,660,218 Materials & Services 304,363 315,482 381,346 389,247 390,593 390,593 • Capital Outlay 18,324 0 8,995 0 0 0 Total Library - by Category $1,582,109 $1,648,568 $1,965,719 $2,048,715 $2,050,811 $2,050,811 Budget by Division Library Administration $194,294 $212,676 $232,807 $261,899 $263,995 $263,995 Reader's Services 725,250 734,256 880,426 917,028 917;028 917,028 Technical Services 254,831 254,372 266,296 292,626 292,626 292;626 Circulation .407,734 •447,264 586,190 577,162 577,162 577,162 , ,Total Library -by Division $1,582,109 $1,648,568 $1,965,719 $2,048,715 $2,050,811 42,050,811 Budget by Fund 'General Fund $1,582,109 $1,648,568 $1,965,719 $2,048,715 $2,050,811 $2,050,811 Total Library - by Fund $1,582,109 $1,648,568 - $1,965,719 $2,048,715 $2,050,811 $2,050,811 75 r , Program Results ♦ Continue to enhance the partner- City of Tigard, ship with the Tigard - Tualatin Oregon • The Library meets the School District. informational; educational, Library and cultural needs of the 2001 -02 Accomplishments community. Administration • Recommended a site for the new ♦ The Library has adequate library. space for programs and services. a 'Developed a project cost estimate Budget Unit: for the new library. 1410 a Adequate funding is available for Library e With BML Architects, developed programs and services. a conceptual architectural model of the new library. ♦ The Tigard community has a high degree of awareness • Informed:the community about the . of Library programs and New Library Project through . services. • . public presentations and a variety of other 'means during each phase Internal and external . • of the project. • customers receive accurate and timely seivice. . ♦ An option to purchase the property of the site of the new library was Program' Description 5 approved by the City Council. • The. Tigard Public Library acquires, • The City Council, approved plate- 'organizes, and provides customer . ment of a $13 million bond mea- assistance in accessing materials, data, sure on the May 21, 2002 ballot and services to meet the informa- for, the construction of the new • tional, educational, cultural and library. recreational needs of the community. ' • Held a Community Meeting for ' The Library Director is responsible to . public input on the design of the the City Manager for the overall site master plan for the new management and operation of the library; Library. ♦ The Library continues to develop 2002 -03 Goals and Objectives new jobs for volunteers. Currently . volunteers now perform over 50 • Continue to work with the New different tasks ranging from Tigard Library Construction shelving to, teaching basic com- Committee. puter skills. • Continue to work with the Tigard • The Library added four additional iiH, r0,1 , Library Foundation: open hours to Friday evenings. • 76 ' • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Library Population served 50,220 53,519 54,589 55,681 Administration Annual visits 232,000 250,175 255,178 260,282 Number of volunteer hours per year 12,000 11,370 11,711 12,062 Budget Unit: Value of volunteer hours $127,680 $175,098 $180,649 $185,754 • 1410' EFFECTIVENESS MEASURES 1999/00 2000 /01 2001/02 2002/03 Patrons who rate overall Library service as good or excellent ( %) N/A N/A 80% 82% Volunteers rating their experience at the Library as satisfying ( %) N/A N/A 85% 87% • Staff rating volunteers as critical to the success of the Library ( %) N/A N/A 90% 92% Increase in annual circulation ( %) N/A N/A N/A 2% FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Library Director • ' .1.00 • 1:00 . .1.0a 1.00 Senior Administrative Specialist 1.00. 1:00 1.00 1.00 Senior' Management Analyst 0.00. 0.00 , ' 0.50 0.25 Volunteer Coordinator _ : 0.50 0.70 0.70 0.70 . Total 2.50 2.70 3.20 2.95 • • 77 City of Tigard, Actual Actual Adopted Proposed ' Approved Adopted Oregon - • Description 1999/00 2000/01 2001 /02 2002/03 2002/03 2002/03 Library Personal Services . Positions 2.50. 2.70 3.20 2.95 2.95 2.95 Administration - Wages $119,009 $130,305 $140,448 $162,418 $162,418 $162,418 Overtime 0 0 0 0, 0 0 Benefits 29,802 38,220 44,730 r 52,400 53,150 53,150 Total Personal Services $148,811 $168,525 $185,178 $214,818 $215,568 $215,568 Budget Unit: . 1410 Materials & Services ' Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 498 999 550 - 750 ' 750 750 Repair & Maintenance 3,245 6,405 ' 4,367 4,207 4,207 4,207 Miscellaneous Expense 2,226 2,386 3,490 3,040 4,386 4,386 -Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies . 23,803 28,820 32,535 31,490 . 31,490 31;490 Advertising & Publicity 3,990 1,393 1;870 1,870 1,870 1,870 Fees/Dues /Subscriptions 1,661 ' .851 -1,925 1,245 • 1;245 1,245 • ' Travel & Training 5,015 2,083 2,892 2,259 2,259 2,259 Fuel Expenses - 0 0 ' 0 . 0 0 0 Computer Software 0 0 " 0 0 0 0 Rents & Leases . 0 1,214 0. . 2,220 2,220 . 2,220 Utilities . 21 . 0 0 0 , 0 . , 0 Insurance 0 ' 0 0 0 0 0 • Library Materials , 0 0 0 0 0 0 • ' Total Materials & Services $40,459 $44,151 $47,629 $47,081 _ $48,427 $48,427 ' Capital,Outlay • . Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 . .0 0 ' 0 0 0 Vehicles' . • 0 ' 0 0 0 0 , 0 ' Office Furniture & Equipment - 5;024 0 0 0 0 0 • Computer Equipment ' - 0 0 , 0 ,0 - 0 0 Operation Equipment • 0 0' ' 0 0 0 0 , ' Total Capital Outlay $5;024 $0 ' ' $0 ' ' . $0 , $0 '$0 ' Total Budget Unit $194,294 $212,676 $23Z807 $261,899 $263,995 $263,995 ' Ahl \ • 78 • Program Results • Develop a five -year collection City of Tigard, development plan. Oregon • Patrons will receive accurate, timely, and courteous reference 2001 -02 Accomplishments service. Library • Increased the number of computer Readers' • Patrons will be assisted in the stations with internet access. • Services basic use of library materials in all formats, including electronic • Increased the number of computer , resources. stations available for word process- ing and spread sheeting activity. • Through conscientious and .Budget Unit: responsive selection, patrons will • Introduced a "Book on CD" collec- 1420 be provided with materials that lion. reflect their needs and interests. • Re- introduced a rental collection • Adult and juvenile patrons will system for popular, high -demand be provided with library pro- books. grams that address their interests. . • Increased the size of the Spanish Program Description Language materials collection. Readers' Services is responsible for • Developed and implemented an selecting and managing all Library ordering schedule to better ensure . materials, providing professional timely availability of materials. assistance using the Library collec- tion and electronic:resources, access- • Received a Library Services Tech- ing additional resources through nical Act (LSTA) grant for the interlibrary loan, and providing development of a Hispanic Youth children's, young adult, adult, and Initiative. intergenerational .programming to enhance lifelong learning and recre- • Re- vamped and updated children's ational experiences. story and craft times to better meet the needs of Tigard's families. 2002 -03 Goals and Objectives . • Provided opportunities and incen- • Establish Reference Desk Service tives for adults to read and discuss ' • standards so_that all patrons are, through book discussion groups, provided stellar reference service author nights, and book talks. and fully implement desk staffing • of two librarians for each shift. • Provided special programs with guest presenters for children and ♦ Expand outreach to patrons young adults to foster the love of whose primary language is not reading. English. . • Examined: the Library's long -range • /� • Assess, e and re- organize plan and developed methods for • necessary) Library communicating progress to the .. ��d ' / ;`\ ( where ary) ary ro- p community. al i gramming and resources for youth: . 79. - WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Library Service interactions 41,000 43,017. 43,100 43,200 Readers' Interlibrary loan transactions N/A 975 950 1,000 Services Children's programs 190 204 205 210 Children's programs attendance 11,255 8,200 8,300 8,500 Budget Unit: 1420 Participants in summer reading 2,160 2,500 2,750 2,800 Young Adult programs 1.14 90 95 95 Young Adult programs-attendance . 1,109 1,600 .1,700 1,750 - Contacts with children in school and . ' ' - childcare N/A - 7,003 7,150 7,200 Adult programs 36 -35 ' 38 38 • Adult programs attendance 1,039 ' 850 1,000 1,050 Computer classes 65 150 200 200 - Computer class attendance 340 375 ' 600 600 Internet use, - ,19,078 39,500 42,000 44,000 A\ Avimi 11. 1 • W 80 EFFECTIVENESS MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 ' 2002/03 Library Increase in service interactions ( %) N/A 5% .2% .2% Readers' Increase in internet usage ( %) N/A 107% 6% 5% Services Increase; in people taking computer classes at the Library ( %) N/A 11% 60% 0% Budget Unit: Increase in.Youth program 1420 attendance ( %) 9% (23 %) 2% 5% Increase in Adult program attenance ( %) 0% (19 %) '18% 5% Increase in Summer Reading program participation ( %) 100% 16% 10% 2% • FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Librarian 3.60 3.60 3.60 4.30 Library Assistant • 0.50 0.50 0.00 0.50 - Library Division Manager 1.00 1.00 1.00 1.00 Readers' Services Specialist 2.00 3.00 3.00 3.00 • Senior Library Assistant 2.50 2.50 2.50 1.50 Total 9.60 10.60 10.10 10.30 • • • : 81 • • . City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Des 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Library Personal Services - . Positions . 9.60 10.60 10.10 10.30 10.30 10.30 Readers' Services Wages '$374,347 $383,283 $454,728 $470,377 $470,377 $470,377 Overtime 73 6 0 0 0 0 Benefits - 103,382 104,380 133,807 146,235 146,235 146,235 Total Personal Services $477,802 $487,669 $588,535 $616,612 $616,612 $616,612 Budget Unit: Materials & Services ' Water Costs $0 $0 $0 $0 $0 $0 1420 Prof. & Contract Services 8,578 4,592 9,102 24,125 24,125 24,125 Repair & Maintenance 0 0 0 0, 0 0 Miscellaneous Expense 9,217 12,541 22,412 14,082 14,082 • 14,082 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 1,401 5 17,559 4,649 4,649 - 4,649 • • Advertising &Publicity 1,376 3,581 4,360 3,820 3,820 3,820 Fees/Dues /Subscriptions 1,604 1,834 1,862 2,570 2,570 2 Travel & Training - 4,396 3,742 5,583 4,296 4,296 4 ,2 96 , ' Fuel Expenses 0 0 0 0 0 0 ' Computer Software 0 0 0.' 0. 0 0 Rents & Leases ' 0 0 0 0' 0 0 Utilities 0 0 0 0 0 0 Insurance ' 0 0 0 0 0 0 Library Materials 211,435 214,898 231,013 246,874 246,874 246,874 ' i Total Materials & Services $238,007 $246,587 $291,891 $300,416 $300,416 $300,416 Capital Outlay Land & Improvements $0- $0 $0 $0 $0 $0 • Building ' &.Improvements • 0 0 0 0 0 0 Vehicles .- 0 0 0 0 0 0' Office Furniture & Equipment 9,441 0 0 0 ' 0. 0 . Computer Equipment -- . ' • 0 0 0 0 0 0 Operation Equipment 0 - 0 0 0 , 0 0 . • Total Capital Outlay $9;441 . . $0 $0 $0 •' $0. $0 • Total Budget Unit $725,250 $734,256 $880,426 $917,028 $917,028 $917,028 , , , . . ,,011, i I I . . ,41-- L--..._. . . . 82 • Program Results 2001 -02 Accomplishments City of Tigard, Oregon • Library materials are made avail- • Met and surpassed the Division able quickly and efficiently. goals for turnaround time for Library materials ordering, cataloging, and Technical • Library materials are easily acces- processing. sible through useful and accurate Services cataloging and processing. • Assisted in the development and implementation of a regular Program Description . schedule for materials orders. Budget Unit: The Technical Services Division • Reduced duplication of orders and 1430 orders, receives, catalogs, and pro- supported collection development cesses library materials, maintains the by creating a database of standing :Library's holdings information in the order items. county -wide shared catalog, and mends damaged materials. • Senior Library Assistants en- hanced cataloging skills by attend- 2002 -03 Goals and Objectives ing a four day book cataloging workshop. ♦ Reduce cataloging backlog to no more than three weeks. • . ♦ Provide better tracking and faster processing of magazines by implementing Polaris serials functions. • ♦ Document procedures and policies of Technical Services, including acquisitions, processing, and cataloging. ♦ Reorganize selected sections of collection (Careers & Ed, Parents, Literature, Foreign languages) to provide better access for patrons and staff. ♦ Improve classification of non- fiction materials by providing . - • Dewey m classification 83 WORKLOAD MEASURES City of - Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Library Orders placed N/A 11,029. 11,200 11,200 Technical. • Orders received 12,861 12,779 12,800 12,800 Services New titles added to catalog N/A 5,829 6,900 6,900 . New items added 16,698 18,473 19,000 18,500 (includes periodicals and donations) Budget Unit: 1430 Materials withdrawn . 11,000 13,195 13,000 13,000 EFFECTIVENESS MEASURES 1999/00. 2000/01 2001/02 2002/03 Average number of days between orders being submitted and being placed - N/A 11 2 2 Average number of days between order • being received and item'being ready for circulation 'N /A 50 30 '21 Staff rating services'provided by Technical Services as good or excellent ( %) N/A 82% 85% 95% FULL -TIME EQUIVALENT POSITIONS • 1999/00 2000/01 2001/02 2002/03 Librarian 1.00 1.00 0.00 0.00 Library Assistant 1.00 0.00 1.20 1.20 Library Division Manager 0.00 1.00 0.00 0.00 MicroComputer Support Assistant 0.50 0.60 0.00 0.00 Senior Library Assistant 2.00 3.00 2.00 2.00 Technical Services Coordinator 1.00 1.00 1.00 1.00 /y�„� ;r�r Technical Services Specialist 1.00" 0.00 1.00 ' 1.00 �"'NU�k �l � "'' Total 6.50 6.60 5.20 5.20 84 • • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Library Personal Services Technical Positions 6.50 6.60 5.20 5.20 ' 5.20 5.20 Services Wages $187,943 $186,452 $184,766 $205,864 $205,864 $205,864 Overtime 18 0 0 0 0 0 Benefits 47,601 50,876 59,467 63,071 63,071 63,071 Total Personal Services $235,562 $237,328 $244,233 $268,935 $268,935 $268,935 . Budget Unit: Materials & Services 1430. Water Costs $0 ' $0 $0 $0 $0 $o Prof. & Contract Services 5,085 4,199 5,958 7,725 7,725 7,725 Repair & Maintenance 1,048 0 0 0 0 0. Miscellaneous Expense 0 0 0 66 66 66 Small Tools & Equipment 0 0 105 0 0 0 . Office Supplies 7,418 9,768 13,180 14,469 14,469 14,469 • Advertising & Publicity 976 0 500 300 300 300 Fees /Dues /Subscriptions 195 247 360 325 325 325 Travel & Training 953 2,154 1,360 806 806 806 Fuel Expenses 0 0 0 0 0 0 ' Computer Software 0 625 500 0 0 0 • Rents & Leases 0 0' 0 0 0 0 ' Utilities 59 48 100. 0 0 • 0 Insurance • 0 0 0 0 0 0 Library Materials . 743 - 3 0 0 0 0 Total Materials & Services $16,477 $17,044 $22,063 $23,691 $23,691 $23,691 • Capital Outlay ' • Land &Improvements $0 $0 • $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 .Vehicles 0 0 0 0 0 0 Office Fumiture' &'Equipment 2,792 0 0 0' 0 0 Computer Equipment 0 0 0 0 0 0 ' • Operation Equipment 0 0 0 0 0 0 Total Capital Outlay $2,792 $0 • $0 $0 $0 $0 ' Total Budget Unit $254,831 $254,372 $266,296 $292,626' $292,626 $292,626 /M/lnN! 85 i . Program Results 2002 -03 Goals and Objectives City of Tigard, . Oregon • Patrons receive Library materials • Develop and implement strategies in ,a timely manner. to increase patron usage of self- checkout machine. Library ♦ Patrons are self - sufficient m Circulation skills necessary to find, evaluate, ♦ Provide excellent customer service and use all types of information. by efficient use of• available staff, volunteers, and space. • Patrons receive accurate informa- • Continue to improve staff retention tion about using the Library. with enhanced hours and better Budget Unit: training. 1440 • Patrons will be able to access ' Library materials easily through y Evaluate shelving•procedures to accurate and timely checking and improve accuracy and timeliness of shelving. Library materials' return to t shelf. Program Description . ♦ Timely service at the Check Out ` The Circulation Division is respon- Desk Will continue to be a priority, sible for checking . materials in and even during peak hours.. out, answering users' questions about Library facilities and programs, renewing and shelving all Library 2001 -02. Accomplishments materials, collecting fnies„issuing, new Library cards, reconciling patron ♦ Managed record high number of , records, and answering general checkouts. . questions. Staff is also responsible for the processing of patron's re- ♦ Purchased and implemented a new • serves. Circulation. staff tracks down Self- Checkout machine to give and retrieves lost and missing' items, patrons improved ability to check- - and maintains accurate patron outaheir own items: records on WILInet, the, countywide • Purchased and implemented a staff library database. ' . workstation in order to increase efficiency in check -ins. This work- The Circulation Desk is often the station streamlines several pro - • patron's first and last contact with cesses into one. , Library staff. Strong customer service is a vital aspect of Circulation • Adjusted scheduling to adequately operations. Circulation staff pro- - cover Check Out Desk during motes Library programs verbally and additional open hours on Friday by distributing written materials. evenings. Circulation staff is often involved in helping patrons learn how to use the ♦ Circulation staff was actively A • WILInet computers to place holds involved in library-wide efforts to and to use the self - checkout machine. implement and promote Library programs. 4v„M A on.. ♦ Implemented an ongoing training program on check -in and shelving for staff and volunteers. 86 • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Materials checked out per year 566,901 595,935 655,000 684,475 Library Circulation Materials checked in per year 787,000 786,634 864,600 903,507 Materials renewed per week N/A 1,948 2,140 2,238 Materials checked out per week Budget Unit: - on self - checkout N/A 343 1,260 1,974 1440 Materials shelved per week N/A 15,128 16,627 17,375 Library cards issued per week 66 80 88 92 Intralibrary loans per week (crates) N/A N/A 90 100 EFFECTIVENESS MEASURES 1999/00 • 2000/01 2001/02 2002/03 Materials checked out on self- checkout machine ( %) N/A 3% '10% 15% Materials returned to shelf in • 24 hours ( %) N/A 51% 55% 60% New library cards entered into computer error free ( %) N/A 38% 48% 70% Library patrons who rated service received as "good" or "excellent" at the Check Out Counter ( %) N/A .88% 90% 91% FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 ' " 2001/02 2002/03 Circulation Supervisor 1.80 1.80 2.00. • 2.00 Library Assistant • 7.00 6.92. 7.80 7.80 Library Division Manager 1.00 . 1.00 1.00 1.00 • / „„lhilil j' Senior Library Assistant 1.30 1.38 1.40 1.40 Total 11.10 11.10. 12.20 12.20 87 City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Library" Personal Services Positions 11.10. 11.10 . 12.20. 12.20 12.20 12.20 Circulation Wages $314,352 $338,872 $428,053 $424,837 $424,837 $424,837 Overtime • 12 581 861 952 952 952 Benefits 82,883. 100,111 128,518 133,314 133,314 133,314 Total Personal Services $397,247 $439,564 $557,432 $559,103 $559,103 $559,103 , Budget Unit: • 1440 Materials & Services Water Costs $0 $0 • $0 $0 $0 $0 Prof. & Contract Services 957 693 690 1,000 1,000 1,000 Repair & Maintenance 0 0 0 0 0 0 Miscellaneous Expense 0 0 156 304 304 . 304 Small Tools & Equipment 0 . 0" 0 0 0 0 • . Office Supplies 339 2,813 . 2,165 2,405 , 2;405 2,405 ' Advertising .& Publicity 3,509 1,501. 2,540 1,000'. 1.,000 1,000 Fees /Dues /Subscriptions 0 65 150 225 . • 225 225 , Travel & Training 4,615 2,62 • 3,586 _ 2,553 2,553 2,553 . Fuel .Expenses 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 , - - Rents & Leases 0 0 10,476 10,572 . 10,572 10,572 Utilities ., 0 0 0 0 0 • 0 • Insurance . - 0 0 0 .0 0 0 Library Materials 0 0 0 0 . 0 0 Total Materials &Services $9,420 $7,700 $19,763 $18,059 ' $18,059 $18,059 Capital Outlay . Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements . 0 0 0. 0 ' Vehicles 0 0. • 0 0 0 0 Office Furniture &.Equipment 0 0 8,995. , 0 . ,.0:: . 0 Computer Equipment - • 0 0 0 0 0 0 Operation Equipment 1;067 • • 0 - 0 . • 0 0 0 . ' Total Capital Outlay , ' $1;067 , $0 , $8,995 $0 • , $0 $0 Total Budget Unit $407,734 $447,264 $586,190 $577,162 . $577,162 $577,162 ` //0 / 4 ��IVtl��j li >I • , ' 88 • • Each year, the City appropriates funds to support Social Service and Commu- City of Tigard, nity Event activities that assist or benefit Tigard Citizens. Community organi - Oregon zations are invited to submit requests in February of each year. A subcommit- tee of•the Budget Committee meets to review Social Service requests and to Social recommend funding in the Proposed Budget. Community Event requests are reviewed informally by the Council. The Adopted Budget presents the results • Services of both reviews. • and • Community . . Actual Actual " Adopted Propos Approved Adopted Events 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Affordable Housing Set -aside $0 . $0 $0 $0 $10,000 $10,000 American Red Cross (Transportation) 1,000 1,100 1,100 1,100 1,100 1,100 - Christmas in April 3,000 2,500 3,000 3,000 3,000 3,000 • Community Partners for Affordable Housing 0 0 8,000 0 0 0 • Budget Unit' - Domestic Violence Center 3.000 3,000 4,000 5,000 5,000 5,000 g Good Neighbor Center 15,000 15,000 10,000 10,000 10,000 10,000 1500 Housing Program "Emergency Fund" 0 0 0 10,000 10,000 . 10,000 Learning 'Adventures 0 0 . 0 250 250 250 Loaves & Fishes - Senior Center 18,000 18,000 20.000 20.000 20,000 20,000 Luke Dorf Inc. 7,000 7,500. 7,500 15,000 15,000 15,000 Neighborshare (CAO) 11,000 11,000 15,000 12,000 . 12,000 15,000 . Sexual Assault Resource Center 1,000 2,000 3,000 4.000 4,000 4,000 Tualatin Valley Centers 25,000 18,000 18,000 15,000 15,000 15,000 Total Social Services $84,000 $78,100. $89,600 $95,350 $105,350 $108,350 . _ Art Resources of Tigard $0 $0 $0 $3,750 $3,750 $3,750 • Broadway Rose Theatre 10,000 10,000 10,000 10,000 10,000 10,000 Festival of Balloons 10,000. 10,000 10,000 10,000 10,000 10,000 Fourth of July 7,500 7,500 7,500 7,500 7,500 7,500 . Tigard Blast 0 0 5,000 5,000 5,000 5,000 Tigard Country Daze . 1.000 0 0 , . 0 • 0 0 . Tigard High Graduation Ceremony 500 500 500 750 750 750 • Tigard 40th Birthday 0 0 2,000 0 0 0 . - Train Days . 0 . 4,000 0, 0 0 0 • • Tualatin River Keepers 1,000 1,710 2,000 2,000 2,000 2,000 . Tualatin Valley Community Band 1,200 1,250 , 1,850 1,850 1,850 1,850 Total Arts/Events $31,200. $34,960 . $38,850 40,850. 40,850 40,850 Total Requests Granted $115,200 $113,060 $128,450 $136,200 $146,200 $149,200 The Adopted Budget includes for Social Services and Community Event Grants, $10,000 to assist occupants of : housing declared to be. unsafe or. ' • : uninhabitable, and $10,000 to support affordable housing. The Budget'Com- mittee policy sets total ,events and social services funding 'at .5% of the,prior . years operating budget. However,,for fiscal year.2002 -03 the policy amount is '$129,200. The "Housing Emergency Fund" was formerly budgeted in'the . • Development Services Program (Building Division): - The affordable, housing set aside is anew .program established by Council and funds will not be'spent . until policy.criteria has been established._ • • . . . . •A . ... . . . . .. . • //,/i1Mi , .- . . . • , • . . , . - . • • 89 • City . of Tigard, • Oregon • Public Works Program Organization Chart • 90 Expenditure /FTE Summary 91 Public Works Administration 92 Parks & Grounds 95 Sanitary Sewer 99 • Storm Sewer • 1.02 . Street Maintenance. • 107 • •Fleet Maintenance 110 Property Management 113 Water • . 117. • O n O / P9 � O 2 y • ^ i�P611�i�h1 • A rApil l opr / 1 AA min mall City of Tigard, Oregon PUBLIC WORKS Administration Fleet Maintenance Sanitary Sewer Property . Management Storm Sewer Parks and Grounds Street Water Maintenance 90 • The Public Works program encompasses the Public Works Department. This City of Tigard, program area includes the maintenance of the City's infrastructure (roads, • Oregon parks, grounds, and City buildings) as well as provision of water, sanitary sewer, and storm water services. The FY 2002 -03 budget includes funds to Public Works enhance parks and grounds. maintenance and improve the maintenance of the City's water system. Program The budget for this program area is up about 2.98,% from the FY 2001 -02 Adopted Budget. The budget increase is due to various cost increases experi- enced in several divisions, most notably an increase in the cost of water pur- chased from the City of Portland. Authorized FTE in the program. increased by .7 with the addition -of .5 FTE in the Parks and Grounds Division to maintain , . park facilities added in FY 2001 -02 and additional increments related to the first full year implementation of the Public Works reorganization authorized in FY 2001 -02. _ • This program area is funded from a variety of City funds related to each of the service areas within the program. Actual Actual Adopted Proposed Approved Adopted . Description 1999/00 2000/01 200.1/02 2002/03 2002/03 2002/03 # Positions 64.00 64.00 64.00 64.70 64.70 64.70 Personal Services $3,044,816 $3,084,403 $3,730,355 $4,021,403 $4,021,559 $4,021,559 •. - Materials & Services 4,802,728 3,947,512 4,379,551 '4,623,767 4,623,767 4,623,767 Capital Outlay 356,482 497,523 221,650 370,000 370,000 '370,000 Total Public Works - by Category $8,204,026 $7,529,438 $8,331,556 $9,015,170 $9,015,326 $9,915,326 - Budget by Division Public Works Administration $333,861 $379,483 $459,180 $522.022 $522,209 $522,209 Parks and Grounds 856,717 768,829 939,026 981,872 981,872 981,872 ' Sanitary Sewer 417,752 498,659 456,791 487,658 ' 487,658 . 487,658 Storm Sewer 438,371 572,200 452,530- 506,733 506,733 506,733 • Street Maintenance 914,821 970,945. 976,701 1,007,356 1,007,356 • 1.007,356 _ Fleet Maintenance 164,373 192,185 235,712 213,337 213,337 213,337 - Property Management 406,247 556,519 590,235 652,110 652,110 652,110 Water 4,671,884 3;590,618 4,221,381 4,644,082 4,644,051 4,644,051 . Total Public Works - by Division_ $8,204,026' ,$7,529;438 $8,331,556, $9,015,170- $9,015,326 $9,015,326 Budget by Fund General Fund $2,105,399 $2,119,257 $2,374,907 ' $2,511,250 $2;511,437 $2,511,437 • • . Sanitary Sewer Fund ' 417,752 498,659 456,791 487,658 487,658 487,658 . Storm Sewer Fund 438,371 572,200 ' 452,530 ' 506,733 506,733 506,733 . .Water.'Fund ' 4,671,884 3,590,618 4,221,381 4,644,082 4,644,051 4,644,051 • . Fleet/Property Management Fund ' 570,620 748,704 825,947 865,447 ' :865,447 865.447 • Total Public Works - by Fund $8,204,026 $7,529,438 $8,331,556 $9,015,170 $9,015,326 - ,$9,015,326 4k/411 V\ 91 • . • • Program Results .. 2002 -03 Goals and Objectives City of Tigard, . Oregon ♦ Leadership and management are ♦ Provide staff support and resources provided to the Public Works to enable each division to meet its Public Department in support of the objectives. City's strategic plans /objectives. Works ♦ Oversee the preparation and imple- Administration • Training is incorporated into the . mentation of division budgets. City's Emergency Management Plan that provides the ability for ♦ City's Emergency Management citizen groups to be self sufficient Plan will include training of staff to for 72 hours following an emer -- effectively operate the Emergency Budget Unit: gency, and City staff is trained to Operations Center, as well as train , 2110 support the City's Emergency citizen groups to be self sufficient Operations Center. for 72 -hour emergency prepared- ness. Program Description 2001, -02 Accomplishment s The Public Works Director is 'respon- sible to the.City Manager for opera- • • Provide staff support and resources tion and supervision of all public to enable each division to meet its infrastructure and maintenance . objectives. activities, which includes the mainte- nance of City vehicles and facilities. ♦ Oversee the preparation and imple- mentation of division budgets. Maintenance operations of . sanitary sewer and storm.drain- ♦ Trained 35 citizens in 72 -hour age systems are funded the emergency preparedness. collection of sewer and storm drainage charges. - ♦ Street maintenance is funded by a combination of State and County . gas taxes. • ♦ Park maintenance is primarily funded by property taxes.. ♦ Fleet and Property Management . activities are funded through a variety of revenue sources. 92 - • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Public Numer of City employees trained in Works Emergency Management annually 15 20 25 25 Administration Training sessions provided to citizens in 72 -hour preparedness. N/A N/A 1 2 Volunteers utilized for major Budget Unit: projects /events 4 4 4 4 2110 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Number of employees certified in Emergency Management • 15 20 25 25 Number of citizens trained in 72 -hour preparedness N/A N/A 20 30 Number of volunteer hours utilized ,by the Public Works Department 3,843 2,328 . 2,000 2,500 FULL -TIME EQUIVALENT POSITIONS 1999/00 -2000/01 2001/02 2002/03 • • Administrative Specialist I 1.00 1.00 1.00 1:00 Administrative Specialist II 1.00 L00 1.00 , 1.00 • , Assistant Public Works Director 0.00 0.00 0.50 1.00 Confidential Executive Assistant 1.00- 1.00 1:00 1.00 - MicroComputer Support Technician 1:00 1.00 '1 :00 • 1.00 Program Assistant 1.00 1.00 1.00 1.00 Public Works Director • 1.00 - 1.00 1.0 DA Total , 6.00. 6.00. 6.50 7.00 411 4,; : 93 • . , City of Tigard, • Actual Actual Adopted Proposed Approved Adopted Oregon . Description • 1999100 2000101 2001102 2002103 2002/03 2002/03 • Personal Services • Public' P ositions 6.00 6.00 6.50 7.00. 7:00 7.00 Works . Wages $197,485 $237,569 $282,430 $325,942 $325,942 ' $325,942 • ' Administration Overtime 4,710 3,545 2,055 ' 1,998 1,998 1,998 . Benefits 61,778 81,931 101,590 120,739 120,926 120,926 • Total Personal Services $263,973 $323,045 $386,075 $448,679 $448,866 $448,866 Budget Unit: Materials & Services Water Costs • $0 $0 $0 . $0 $0 $0 2110 Prof. & Contract Services 9,337 31,303 25,585 27,470 27,470 27,470 , Repai•& Maintenance , 4,213 239 1,700 . 1,800' 1,800 1,800 • Miscellaneous Expense . 2,117 8,384 14,750 14,773 ' 14,773 14,773 • • Small Tools & Equipment • 864 400 ' 410 200 200 ' 200 Office Supplies 10,825 12,460 10,500' 13;300 13,300 13,300 ' • Advertising & Publicity 559 297 350 350 • 350 350 • 'Fees /Dues /Subscriptions' .940 ' 1,031 1,335 . 1,100 1,100 1,100 • . .. '" Travel & Training .. . 12,991 1,058 • 16,725 12,850 12,850 12,850 - Fuel Expenses . 585 771 •1,200 .1,000 1,000 1,000 • ' ' ComputerSoftware 0. 0'' 0 0 0 0 ` Rents &Leases 0 •' 0 0 0 0 0 .- Utilities • , . 461 495 550 ' 500 500 ' 500 Insurance 0. 0. 0 0 0 • 0 Library'Materials ., 0 0 0 0 0 • 0 Total Materials.& Services • $42,892 $56,438. $73,105 • $73,343 $73,343 $73,343 . Capital Outlay ' Land &Improvements $0 $0 $0 $0 ' . $0 ' $0 ■ Building & Improvements '0 0 0 0 , 0 0. . Vehicles 24,772 0 0 0 - 0 . 0 . Office Furniture &Equipment 2,224 . 0 , 0 0 . 0 . 0 .Computer Equipment - - 0 0 0 - 0 , 0 • ' 0 Operation Equipment ' ' . • 0 0 0 ' • 0 0 0 Total Capital Outlay $26,996 $0 $0. $0 , $0 • $0 • ' Total Budget Unit $333,861 $379,483 $459,180 $522,022 $522,209 $522,209 • . A . • • . . ..a . 94 - • Program Results 2001 -02 Accomplishments City of Tigard, Oregon • Park and greenway system is • Finished Phase I of Cook Park safe, clean, and well maintained. expansion including new sports Parks & fields. ♦ City of Tigard parks are aestheti- Grounds cally pleasing and hospitable to ♦ Started Phase H and III of the Cook . the users of the parks, greenways, Park expansion to expand facilities. and facilities. • Installed several playground up- Budget Unit: • The Tigard Park System contin- grades in existing parks. ues to improve and grow with 1600 more opportunities for outdoor • Named and dedicated the Sorg use. Memorial Rhododendron Garden at Summerlake Park. Program Description - ♦ Installed Woodard Park shelter in The Parks Division maintains parks Spring 2002. and greenways to safe and clean standards. The Parks Division • Installed new, expanded Woodard • continues to provide a variety of Park trail. outdoor recreation opportunities to the increasing population of Tigard. • Negotiated for land and opened The increasing park facilities are Potsos Off-leash Dog Parkin maintained to standards' that continue Spring 2002. to improve those recreation opportu- nities. 2002 -03 Goals,and Objectives • Finish Cook Park expansion by Fall 2002. ♦ Open Bonita Park in 2002. . ♦. Continue additions identified in Woodard Park Master Plan with playground installation. • Implement Summerlake Master, ' Plan with off -leash dog park. ♦ Continue to enhance present level of maintenance through education and new maintenance practices. 441 /010i i • 95 WORKLOAD MEASURES City of Tigard, Oregon 1999/00 00 O1 2001/02 2002/03 Parks & Number of pieces of playground- equipment inspected/repaired weekly 8 . 8 10 11 Grounds . Number of soccerfields renovated three • times per year 3 3 5 5 Number of shelters that are cleaned daily Budget Unit: and available for use 3 3 5 7 1600 Miles of pedestrian paths inspected and maintained weekly 8.0 8.0 9.0 8.5 Miles of soft trails.. renovated yearly 2 2 3 3 • Number of restrooms cleaned daily during season of use 14 14 . 26 36 Acres of park land .. 154 • 161 161 165 Acres of greenway, under stewardship - of Tigard Parks . ' 133 126 136 136 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Playgrounds that meet.ASTM standards.( %) N/A 50% 67% • •75% Playable /available soccer fields • . (190 days = 100 %) ( %) N/A 75% • 85% • 85% Playable /available baseball/softball fields ( %)_ N /A, 75% 85% 90% Park picnic shelters used daily during peak season ( %) N/A 75% 75% 75% Paths requiring replacement ( %) N/A 15% 13% 12% Soft trails renovated yearly ( %) . N/A 95% 100% 100% 1 :1'11 1 jil' s Number of complaints regarding facilities N/A 10 . 8 6 i En • 96 • FULL -TIME EQUIVALENT POSITIONS City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Parks & Grounds Supervisor 1.00 1.00 1.00 1.00 Park Manager 0.00. 0.00 0.75 0.75 Grounds Property Division Manager 0.50 0.50 0.00 0.00 Senior Utility Worker 3.00 3.00 3.00 3.00 Urban Forester 1.00 1.00 1.00 1.00 Utility Worker II 4 Q 4.00 4.00 4.50 Budget Unit: Total 9.50 9.50 9.75 10.25 1600 • • 97 • , City of Tigard, Oregon Actual Actual • Adopted Proposed Approved Adopted . g Description 1999/00 2000/01 2001/02 2002103 2002/03 2002/03 • Parks, & Personal Services Grounds Positions 9.50 9.50 9.75 10.25 10.25 10.25 • ' • Wages $365,737 $351,948 $424,977 $494,891 $494,891 $494,891 Overtime 6,951 366 8,220 • 6,99.1 • 6,991 6,991 ' Benefits 116,664 113,064 158,539 185,042 185,042 185;042 ' Budget Unit: Total Personal Services $489,352 $465,378 $591,736 $686,924 $686,924 $686,924 1600 Materials & Services • • Water Costs $0 $0 $0 $0 $0 $0 • . Prof. & Contract Services 136,576 41,755 44;924 40,585 :40,585 40,585 ' Repair & Maintenance ' 90,193 93,992 103,525 99,600 99,600 99,600 • . Miscellaneous Expense 3,875 5,521 7,500 '5,360 . 5,360 5,360 SmaII'Tools & Equipment 1,978 8,267. ' 12,484 . 7,390 '7,390 7,390 ' Office'Supplies 738 3,163 • 500 . 1,000 1;000 1,000 ' . Advertising & Publicity 2,383 1,296 1,600 - 1,600 , 1,600 - 1,600 . • . Fees /Dues /Subscriptions 1,318 1,109 •2,070 1,965 . 1 1,965 Travel & Training . 4,749 4,208 7,675 ' ' • 6,328 6,328 6,328 Fuel.Expense8 . 7,824 9,631 13,250 - . 10,000 10,000 10;000 - . 'Computer Software ,598 ' 0 - ' 0 0 '0 0 • Rents &Leases 4,811 1,624 2,000 2,000 2,000 2,000 . Utilities. ,.. ' • . • 310 119 6,262 15,120 15,120 15,120 . • Insurance ' 0 , 0 0 - 0 ' 0 0. Library Materials • 0 0 0 0 0 0 • Total, Materials & Services $255,413 $170,685 $201,790 $190,948 $190,948 $190,948 • Capital Outlay, . Land &- improvements $600 $50,741 $31,500 $24,000 $24,000 $24,000 - - Building & Improvements 0 0 '0 0 0. 0 Vehicles , . 38 • • ' 0 40,000 0 0 0 Office Furniture & Equipment , . ' • 0 . 0 0 • 0 0 0 . ' Computer Equipment' • 0 0 • 0 0 - 0 0 ' Operation Equipment 72,947' 82,025 74,000 ' 80;000 80,000 80,000 - . Total Capital Outlay $111,952 $132,766 $145,500' $104,000 $104,000' $104,000 Total Budget Unit $856,717 $768,829 $939,026' $981,872 $981,872 $981,872 • A . . . .. . . , . • . , . JJJ • 98 . • Program Results ♦ Develop and implement BMP's City of Tigard, for sanitary service laterals in the Oregon Tigard provides a safe and reliable right -of -way. wastewater system that meets or Sanitary exceeds all regulatory standards. • Complete analysis and success- fully negotiate Tigard/CWS Sewer Program Description service area maintenance agree- ment. The Wastewater /Storm Division manages and operates the wastewater 2001 -02 Accomplishments Budget Unit: collection system within the city 2120 limits of Tigard. City programs The Wastewater /Storm Division has provide a wide range of services such met its annual goals in accordance • as utility locates, line cleaning, video with Clean Water Services Mainte- inspection, line repair, and other nance Program objectives. programs under the direction of Best Management Practices (BMP's) In addition to meeting recommended prepared by Clean Water Services maintenance frequency standards, the (formerly USA). Division: The FY 2002 -03 budget includes ♦ Performed 1,700 utility locates. $15,000 for repair of that portion of sanitary sewer service lines serving ♦ Posted and brushed 395 off -road • individual properties, which lies in the manholes. public right -of -way. In previous years, maintenance of this portion of ♦ Implemented revisions to the • service lines was the responsibility of video inspection program that cut the property owner. Clean Water costs approximately $26,500 per Services (CWS), which sets mainte- year. nance standards, has informed the City that it needs to assume responsi- • Participated in an experimental bility for these repairs. project to combine two similar positions in different divisions 2002 -03 Goals and Objectives into one position. The net effect of this experiment is the postpone- • • Maintenance programs performed ment of hiring staff, thus cutting in accordance to CWS standards. expenses. • ♦ .Maintain accurate mapping and • database management system. ♦ Provide outstanding customer - service to internal and external customers. 7 99 • WORKLOAD MEASURES City of Tigard, 1999/00 2000/01 2001/02 2002/03 -, Oregon Total miles of sanitary sewer lines 137.6 137.0 137.0 137.0 Sanitary Miles of sanitary sewer lines cleaned Sewer Goal 45.9 .45.7 45.7 46.00 Actual 94.3 47.5 N/A N/A Miles of sewer line video inspected Goal 19.7 19.6 19.6 19.7 Budget Unit: Actual 29.1 21.7 N/A N/A 2120 Total sanitary.sewer manholes 3,584 3,687 3,700 3,750 Manholes sealed annually Goal 10 10• , 10 20, . • . Actual 10 20 . , N/A N/A Total number of customer service - • - • •requests (estimate) - N/A • N/A - • 100 • 100 EFFECTIVENESS MEASURES • 1999/00 2000/01 2001/02 2002/03 Percent of sewer line cleaning goal met. - 204% 104% 100% 100% Percent of sewer line video inspection goal met - . ' 148% 111% 100% 100% ' Percentage of manhole sealing goal . • met 100% 200% 100% 100% Total number 'of customer service • requests ranked as good or outstanding N/A . N/A 80% 90% , FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Public Works. Manager 0.00 0:00 0.05 0.20 Senior Utility Worker 2.00 2.00 2.00 2.00 Utility Division Manager 0.25' 0.25 _ . 0.13 . 0.00 Utility Worker I 1.00 1.00. 1.00 0.00 .4k Utility Worker II 3 :25 3.25 3.25 4.25 /'�"��'� 11 l /ili Wastewater Operations Supervisor 0.50 . 0.50 0.50 0.50 _'L. • Total 7.00 7.00 6.93 6.95 100 - . . City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001102 2002/03 2002/03 2002/03 • Sanitary Personal Services Positions 7.00 7.00 6.93 6.95 6.95 6.95 .Sewer . Wages $240,230 $194,774 $268,213 $272,538 $272,538 $272,538 • Overtime 2,275 2,624 . 3,083 - 3,541 3,541 3,541 Benefits 92,941 75,995 102,960 108,610 108,610 108,610 • Budget Unit: Total Personal•Services $335,446 $273,393 $374,256 $384,689 : $384,689 $384,689 2120 Materials & Services Water Co . . $0 $0 $0 $0 $0 $0. . Prof. & Contract Services 20,205 5,788 15,120 36,975 36,975 36,975 . Repair & Maintenance 20,298 34,902 33,750 29,950 29,950 29,950 Miscellaneous Expense 3,373 2,715 3,000 7,380 7;380 7,380 Small Tools & Equipment 4,822 4,580 9,505 11,870 11,870 11,870 _ Office Supplies 562 1,472 1,400 1,300 1,300 1,300 Advertising & Publicity . '39 118 700 450 450 450 Fees /Dues /Subscriptions 286 308 720 760 760 760 Travel & Training 1,725 2,546 4,240 3,300 3,300 3,300 ' Fuel Expenses „ 6,264 6,783 10,000 9,090 9,090 9,090 ' Computer Software 0 0 0 0 0 0 Rents & Leases 214 348 750 750 750 750 Utilities - 0 0 100 144 144 144 •Insurance - 135 475 1,000 1,000 1,000 1,000 • Library Materials 0 0 0• 0 0 0 Total Materials & Services $57,923 $60,035' $80,285 $102;969 $102,969. $102,969 Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles - 22,155 163,058 0 0 0 0 Office Furniture' &'Equipment 0 0 0 0 '0 0 Computer Equipment 0 0 0 • 0 0 0 Operation Equipment 2,228. 2,173 2,250 0 . 0 0 Total Capital Outlay $24,383 $165,231 $2,250 $0 _ $0 $0 • Total. Budget Unit $417,752 $498,659 $456,791 $487,658 $487,658 $487,658 • 101 . , • • _ Program Results based initiatives, and are based on City of Tigard, sound environmental policies. • Oregon Tigard provides a safe and reliable storm water system that meets or 2002 -03 Goals and Objectives exceeds all regulatory, environmen- Storm tal, and water quality standards. ♦ Maintenance programs performed in Sewer accordance with Clean Water Program Description Services (CWS) standards. The Wastewater /Storm Division ♦ Maintain accurate mapping and manages the storm water collection database management system. Budget Unit: and treatment systems within the 2130 city limits of Tigard. This program ♦ Provide outstanding customer performs the following services to service to internal and external the community: customers. ♦ Storm line cleaning ♦ Complete the analysis and success- ' ' ♦ Video inspection of storm lines fully,negotiate the Tigard/Clean ♦ Utility locates • Water Services Service. Area Main- - 4 Storm system repairs • tenance Agreement: • Storm Water Quality. Facility ' operation and maintenance ♦ - Maintain 40 water quality facilities ♦ Small storm system extensions and perform two enhancements at or enhancements Tiedeman at Swan Farm and the dry • ♦ Leaf removal /pickup pond at Walnut and 135th Avenue. 4 Ditching . • Expand the leaf collection:program . All of these programs are in accor- by providing a customer service dance with Best Management Prac- component. tices and programs that are estab- lished by'Clean Water Services, the ♦ Develop an education component . County sanitary sewer and storm for storm water quality improve- 'water authority: ment efforts. , • Other programs and services pro- ♦ ' Explore storm water treatment vided by the Storm Water Division .techniques that are applicable to- include: retrofit into existing neighborhoods. ♦ Stream maintenance, repair, and The FY 2002 -03 Budget includes farads enhancements. to increase the Water Quality Facility Enhancement Program from one to two ♦ Adopt —A- Stream program facilities per year. This effort supports coordination. goals set forth in Tigard's Vision . • Statement, Tigard Beyond Tomorrow. ♦ Volunteer program support. The Budget also'enhances the Leaf Collection Program to provide two leaf . �iHit 'I\ . All of these programs are in accor- depots each fall and sweep an addi- c "J l j dance with Clean Water Services - tional 23 miles of curb in heavy leaf . programs, respond to community areas. 102 • 2001 -02 Accomplishments City of Tigard, Oregon The Wastewater /Storm Division have consistently met or exceeded annual Storm goals in accordance with Clean Water Sewer Services contractual obligations. In addition to meeting required main- tenance standards, the Division has: Budget Unit: ♦ Performed 1,700 utility locates. 2130 • Posted and brushed 465 off -road manholes and outfalls. • Rehabilitated the water quality pond located at 135th and Walnut, including extensive plantings of native species. • Rehabilitated the drainage swale located near Waverly Drive, including: invasive species re- • moval on approximately .5 acres. • Supported five Adopt-A-Stream projects using 90 volunteers to maintain 0.75 miles of stream bank. This program has removed 60 yards of invasive plant materi- als and debris and replanted 125 native plants and trees. • • Removed 26 yards of fall leaves. • Maintained 31 water quality facilities seven times per year. 103 • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 • Total miles of storm sewer line 107.1 102.9 103.2 104.0 Storm Sewer Miles of storm sewer line cleaned Goal , 26.8_ 25.7 25.7 26.0 Actual 40.3 23.2 N/A N/A Miles of storm line video inspected Goal 13.4 . 12.9 12.9 13.0 Budget Unit: Actual 17.1 15.7 N/A N/A 2130 Catch basins cleaned Goal 3,216 3,396 3,400 3,475 Actual 3,551 3,000 N/A N/A Total number of Water Quality Facilities 29 31 31 40 Number of Water Quality Facilities 'rehabilitated and enhanced " N/A N/A 2 2 Total number of customer service • requests. (estimate) . N/A , N/A N/A 200 • • Fall leaf collection depots N/A N/A N/A 2 • • EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 . 2002/03 Percent of storm line cleaning goal met 150% 90% 100% 100% Percent of video inspection goal met 128% 121% 100% 100% Percentage of catch basins cleaning goal met 1`10 %0 88% 100% 100% Percent of Water Quality Facility ' rehabilitation and en hancement goal met N/A N/A 100% 100% Percentage of customers rating service as good or outstanding 80% 80% 80% 80% j i k Yards of leaves collected N/A N/A N/A 200 104 • City of Tigard, FULL -TIME EQUIVALENT POSITIONS Oregon 1999/00 2000/01 2001/02 2002/03 Storm Public Works Manager 0.00 0.00 0.05 0.20 Senior Utility Worker 1.00 1.00 1.00 1.00 Sewer Utility Division Manager 0.25 0.25 0.12 0.00 Utility Worker II 5.25 5.25 5.25 5.25 Wastewater Operations Supervisor 0.50 0.50 0.50 Total 7.00 7.00 6.92 6.95 Budget Unit: 2130 • • 105 • City of Tigard, . Actual Actual Adopted Proposed Approved Adopted - Oregon • Description 1999/00 2000/01 2001102 2002/03 2002/03 2002/03 Storm Personal Services Sewer 7.00 7.00 . 6.92 6.95 6.95 6.95 • Wages $247,917 $277,539 $255,390 $288,459 $288,459 $288,459 Overtime • 2,190 6,529 3,776 7,173 7,173 7,173 • Benefits 76,792 91,990 . 102,163 111,711 111,711• 111,711 Budget Unit: Total Personal Services $326 $376,058 $361,329 $407,343 $407,343 $407,343 - 2130 Materials & Services ' Water Costs $0 $0 $0 $0 $0 $0 Prof.'& Contract Services 37,478 8,136 12,255 14,495 14,495 14,495 . Repair & Maintenance • 51,609 56,808 45,850 • 56,425 56,425 56,425 Miscellaneous Expense 2,908 3,362 2,480 4,485 4,485 4,485 Small Tools & Equipment 5,938 7,982 9,100 9,270 9,270 9,270 • Office Supplies 354 266 1,500 '950 950 950 • ' Advertising & Publicity - 0 15 700 450 450 450. " Fees /Dues /Subscriptions - 95 2,275- . 210 ,290 • 290 . 290 . Travel.& Training . 1,394 ' 2,440. 3,060 4,000 4,000 4,000 . • Fuel Expenses • 6,922 7,938 10,000 6,450 • 6,450 6,450 , , ', ' Computer Software, 0. 0 0 0 0 0 .Rents & Leases 1,388 1,509 2,796 1,500 1,500 1,500 • ' Utilities 0 0 0- • 75 75 75 - Insurance 1,187 180 1,000• 1,000 1,000 1,000 - Library Materials , 0 0 0 0 0 0' Total Materials'& Services $109,273 $90,911 $88,951 $99,390 $99,390 $99,390 • Capital.Outlay Land & Improvements . - $0 $0 $0 $0 '$0 $0 ' , Building & Improvements 0 0• 0 0 0 0. ,' • Vehicles 0 103,058 0 . 0 .0 0 - Office Furniture '&. Equipment 0• 0 0 0,• 0. 0 - Computer Equipment 0 0 0- 0 0 0 ' . • Operation Equipment - 2,199 .2,17-3 •2,250 0 0 • 0 - , • Total Capital Outlay • $2;199 $105,231 $2.250 , $0 ' $0 $0 • Total Budget Unit $438,37.1 $572,200 '$452,530 $506 $506,733 $506,733 • • • . _11.12 . 106 • - - . Program Results • Complete refreshing street mark - City of Tigard, ings in four sections of the City. Oregon Tigard transportation system is safe for pedestrians, bicyclists, and the • Complete an average of two dig out Street motoring public. repairs per day. Maintenance program Description • Complete all water, storm, and wastewater repairs within two The Street Division's primary funs- weeks of receiving the work orders. tions include: Budget Unit: • Install or replace an average of 84 2140 • Installation and maintenance of signs per month. street and traffic signs. 2001 -02 Accomplishments • Installation and maintenance of - guardrails and barricades. • Completed 60 dig out repairs. • Crack sealing and street patching. • Crack sealed 134,161 lineal feet of cracks on City streets. • Grading and maintenance of rock roads and road shoulders. • Completed one complete cycle of street light clearance citywide. • Maintenance of off - street bicycle paths. • Performed roadside mowing: • Installation and maintenance of • Continued to install hot plastic on street markings. the five year cycle of street mark- ing. • Installation of speed humps. • Continued to install speed humps • Tree trimming and streetlight on streets in accordance, with City clearance. Council goals. The Street Division also administers the contract for street sweeping services. 2002 -03 Goals and Objectives • Crack seal an average of 1,094 - lineal feet per day. • Complete street light clearance in four sections of the City. 107 • • WORKLOAD MEASURES City of Tigard, • Oregon 1999/00 2000/01 2001/02 2002/03 Street Crack sealing completed annually 122,962 213,638 143,543 150,000 Maintenance (linear feet) Freshen street markings in sections N/A N/A N/A 5 ' Dig out repairs and potholes N/A 60 60 60 Budget Unit: • 2140 Replace school crossing signs N/A N/A N/A 20 EFFECTIVENESS MEASURES 1999/00 2000/01 2001 /02 2002/03 Percentage completion of yearly crack sealing program 82% 143% 96% 100% Percentage of street markings completed N/A N/A N/A 100% Number of citzen complaints regarding potholes N/A N/A N/A 20 Percentage of yearly scheduled school crossing signs replaced N/A N/A N/A 100% FULL -TIME. EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Property Division Manager 0.50 0.50 0.25 0.00 Public Works Manager 0.00 0.00 0.10 0.20 Streets Supervisor 1.00 1.00 1.00 1.00 Senior Utility Worker 3.00 4.00 3.00 3.00 � Utility Worker II 7.00 6.00 .5.00 5.00 Total 11.50 11.50 9.35 9.20 108 0 City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Street Personal Services Maintenance Positions 11.50 11.50 9.35 9.20 9.20 9.20 Wages $423,110 $426,469 $441,290 $446,828. $446,828 $446,828 Overtime .6,853 6,092 8,220 5,993 5,993 5,993 Benefits 141,834 154,500 166,409 157,354 157,354 157,354 Total Personal Services $571,797 $587,061 $615,919 $610,175 $610,175 $610,175 Budget Unit: 2140 Materials & Services • Water Costs $0 • $0 $0 $0 , $0 $0 Prof. & Contract Services 109,500 133,571 177,441 168,462 168,462 168,462 Repair „& Maintenance 142,328 134,494 143,117 127,399 127,399 127,399 Miscellaneous Expense 5,141 5,579 3,975 3,420 3,420 3,420 Small Tools & Equipment 1,771 7,925 3,885 4,000 4,000 4,000 Office Supplies 304 3,042 500 500 500 500 Advertising & Publicity 1,966 182 1,200 900 900 900 Fees /Dues /Subscriptions 434 247 360 326 326 326 Travel & Training 2,787 3,799 4,704 4,874 4,874 4,874 Fuel Expenses 14,217 13,376 17,000 13,800 13,800 13,800 Computer Software 0 0 0 0 0 0 Rents & Leases 11,266 3,945 1,500 1,500 1,500 1,500 Utilities 46 0 100 _ 0 0 ' 0 Insurance 0 4,384' 1,000 1;000 1,000 1,000 Library Materials 0 0 0 0 0 0 Total Materials & Services $289,760 $310,544 $354,782 $326,181 $326,181 $326,181 • Capital Outlay , Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 " Vehicles • 0 0 0 0 0 0 Office Fumiture & Equipment 365 0 0 0 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 52,899 73,340 6,000 71,000 71,000 71,000 Total Capital Outlay, $53,264 $73,340 $6,000 $71,000 $71,000 $71,000 Total Budget Unit $914,821 $970,945 $976,701 $1,007,356 $1,007,356 $1,007,356 . A • • . , hirp1§ . r 109 • Program Results 2001 -02 Accomplishments City of Tigard, Oregon The City of Tigard's vehicles and • Motor pool established for staff equipment are maintained and re- vehicles. Fleet paired in a safe, cost effective manner. Maintenance • Six vehicles rotated to fully utilize Program Description life cycles. The Fleet Maintenance Division ♦ Use of City of Portland and State repairs and maintains all city vehicles bids for Original Equipment Budget Unit: and equipment to industry standards. Manufacture (OEM) parts pur- 2150 chasing. 2002 -03 Goals and Objectives Use of City of Portland "no • - Continue to refine and develop commission" auction to sell five • Hansen database for tracking surplus vehicles. , maintenance costs. • Use of volunteers to shuttle ve- • Revise the vehicle rotation and hicles to Department of Environ- replacement schedule for FY mental Quality vehicle emission 2002 -03.: test stations. • Provide timely service to custom - ers to minimize impact on opera- tors or crews. • Have all vehicles DEQ certified by 12 -02. • - • Use the Hansen Maintenance Management System to generate scheduled work orders for Police and Public Works vehicles. • • 110 WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Fleet Number of vehicles maintained to Maintenance industry standard 130 135 137 140 Budget Unit: EFFECTIVENESS MEASURES 2150 1999/00 2000/01 2001/02 2002/03 Number of state or local government contracts utilized for purchasing N/A 3 4 5 Number of vehicles rotated within the fleet 2 4 5 6 Percentage of downtime on City pool vehicles N/A N/A 0% 5% FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Fleet Serv./Facilities Coord. 1.00 1.00 1.00 1.00 Mechanic 2.00 2.00 2.00 2.00 Property Division Manager 0.00 0.00 0.12 0.00 Public Works Manager 0.00 0.00 0.10 0.10 Total 3.00 .3.00 3.22 3.10 • 111 City of 'Tigard, Actual Actual Adopted Proposed ' Approved " Adopted . Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Fleet Personal Services Positions 3.00 3.00 3.22 3.10 3.10 3.10 Maintenance - Wages $108,016 $126,466 $145,193 $143,887 $143,887 $143,887 • Overtime 994 235 1,028 999 999 999 Benefits 36,775 41,968 47,809 49,985 49,985 49,985 Total Personal Services $145,785 $168,669 $194,030 $194,871 $194,871 $194,871 Budget Unit: . 2150 ,. Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. &Contract Services 4,323 3,269 6,157, 6,157 6,157 6,157 Repair & Maintenance 9,418 9,451 9,405 9,400 9,400 9,400 Miscellaneous Expense 587 859 930 (2,491) (2,491) (2,491) Small Tools '& Equipment 0 2,838 2,000 2,000 2,000 2,000 Office Supplies 24 2,400 100 100 100 100 Advertising & Publicity . 0 0 0 0 - 0 0 Fees/Dues /Subscriptions •331 31 0 0 0 0 Travel & Trainin 550 •572 • 1,000 • 1,000" .. 1,000 1,000 Fuel Expenses .978 793 ' 2,090 2,300 2,300 2,300 - _ Computer Software ` 0 0 0 0 . 0 .0 Rents &Leases 0. 8 0 0 0 0 Utilities . 0 0 0 0 0 0 , Insurance 0 0 0 , 0 0 0 Library Materials 0 0 0 0 0 . 0 Total Materials & Services $16,211 $20,221 $21,682 $18,466 $18,466 $18,466 - Capital Outlay " Land & Improvements $0 $0 $0 $0 $0 $0 ' Building & Improvements - 0 .0 0 0 0 0 ' Vehicles ' 0 0 20',000 • 0 0 0 • Office Furniture & Equipment •0 - 0 . 0 0 0 : 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 2,377 3,295 0 0 - . 0 ' 0 Total C a p ital Outlay .$2,377 $3,295 $20,000 . $0 ' . $0. ' . $0 Total Budget Unit . $164,373 $192,185 $235,712 $213,337 ' .$213,337 '$213,337 • . 112 Program Results City of Tigard, ♦ Quarterly maintenance and servic- Oregon • Provide clean, safe, well -main- ing of HVAC and electrical sys- tained facilities to create an effi- tems. Property cient environment for City employ- ees, while preserving the citizens P tY ' ♦ Monthly inspection and quarterly Management investment. servicing of first -aid cabinets. • Adequate facility space is available • Annual testing and servicing of fire for citizens and staff to support sprinklers: semi - annual testing and Budget Unit: present and future needs. servicing of fire and security alarm systems; and monthly inspection 2160 Program Description and annual servicing of portable fire extinguishers. The Property Management Division is responsible for the cleaning, • All services (e.g. janitorial services, maintenance, and repair of all City continuously functional card lock • facilities. The Division administers security system, door /lock repair the janitorial contract for cleaning of services, etc.) necessary to maintain City facilities. There are two Build- a clean, safe,' and environmentally ing Maintenance employees and one efficient facilities for City employ - Building Maintenance Coordinator ees and the public. who report to the Public Works Manager who reports directly to the 2002 -03 Goals and Objectives Public Works Director. • Continue implementation of En- This Division provides the following ergy Conservation Program (light- services: ing retrofit/improvements for all City facilities) to lower energy ♦ On -going implementation of the consumption by 3% in FY 2002 - Energy Conservation Program 03. (lighting retrofit/improvements for all City to reduce • Continue implementation of the energy consumption. equipment change -out program at City Hall, Library, Police, Niche, • On -going implementation of the Water Building, Public Works, and e quipment c hange- out -program. Senior Center, as needed, to pre- elude any office . downtime or ' • Weekly inspection and setting of interruption of staff operations, and clocks and thermostats. City activities due to major equip- ment breakdown. • Response to Requests for,Action • (RFA work requests from depart- • Inspect and set clocks and thermo- ments). • stats once a week. immediately after start of office hours (from 7:30 - /x,�,,;Ni ;r\ • Room setup for Town Hall and 9:30 a.m.; every Wednesday). �� + I1 _ the .Water Auditorium for rneet- ings, as required. 113 ♦ Respond to 80% of approximately • Replaced carpet at the Water City of Tigard, 200 monthly RFAs, within 48 .Building (auditorium, lunch, and Oregon hours of receipt. conference rooms). Property Accomplish 100% of Town Hall • Cleaned ductwork at City Hall and and Water Auditorium setups the Police Department. Management within one hour before all sched- uled meetings, etc. • Developed and implemented an energy conservation lighting ♦ Closely monitor contractor and retrofit program in City buildings. Budget Unit: vendor contracts for the following services: ServiceMaster Janitorial • Developed and implemented a 2160 Services, Oregon Electric Group, major equipment change -out Reitmeier Mechanical - HVAC program, which included water maintenance and services, and heaters, appliances, etc. Metro Safety & Fire. • Replaced the carpet at the Niche • Continue implementation of building. . , HVAC replacement program at City Hall. • Developed facility maintenance schedules that improved labor • Continue ductwork- cleaning efficiency and reduced cost. program at City Hall. ♦ Re novate Burriham/Ash building to use for Public Works office space.. , 2001 -02 Accomplishments ♦ Developed a seismic.upgrades program which included the . Police, City Hall, Library, and Senior Center buildings. • Completed the HVAC modifica- tion project at the Police Depart- ment. ♦ Replaced the HVAC system at the Niche building. 114 WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Property Facilities participating in an energy Management efficient lighting program N/A 18 18 18 Number of HVAC system replacements N/A 1 2 1 Budget Unit: Number of ADA building facility 2160 upgrades N/A 1 1 1 Number of RFAs completed per month 180 200 200 200 EFFECTIVNESS MEASURES 1999/00 2000/01 2001/02 2002/03 Facilities meeting ADA standards ( %) N/A 60% 60% 70% Reduction in energy consumption yearly( %) N/A 3% 3% 3% Requests For Action responded to within 48 hours ( %) 70% 70% 70% 80% FULL -TIME EQUIVALENT POSITIONS 1999/00 2000 /01 2001/02 2002/03 Building Maintenance Supervisor 1.00 ' 1.00 1.00 1.00 Building Maintenance Tech. II • 2.00 2.00 2.00. 2.00 Parks Manager 0.00 • • 0.00 025 0.25 Property Division Manager 0.00 0.00 0.13 0.00 Total 3.00 3.00 3.38 3.25 iiM; -JY 115 • . City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002103 'Property Personal Services Positions 3.00 3.00 3.38 3.25 3.25 3.25 Management • Wages $86,190 $103,767 $134,186 $139,347 $139,347 $139,347 Overtime • 1;879 2,005 2,055 2,497 2,497 2,497 Benefits 45,815 38,587 52,259 55,411 55,411 55,411 Total Personal Services $133,884 $144,359 $188,500 $197,255 $197,255 $197,255 Budget Unit: 2160 Materials & Services Water Costs $0 $0 $0 $0 ' $0 $0 Prof. & Contract Services 194,834 140,999 166,444 182,764 182,764 182,764 Repair & Maintenance 57,100 40,965 46,500 50,800 50,800 50,800 Miscellaneous Expense 536 643 900 900. 900 900 Small Tools & Equipment 0 1,754 1,805 1,500 1,500 1,500 Office Supplies , 6,809 12,255 200 . 1,200 1,200 1,200 Advertising & Publicity 1,750 772 1,500, 1,500 1,500 1,500 Fees/Dues /Subscriptions 698 582 900 . 900 900 900 Travel &'Tr ining 1,088 240 1,200: 1;200 1,200 1,200 Fuel Expenses 698. 917 1,000 1,000 1,000 . 1,000 Computer Software , - 0 0 . 0 0 0 0, - Rents & Leases 1,087 354 1,700 700 700 700 Utilities 3,147 195,019 179,586 192,391 192,391 192,391 . Insurance • , 0 0. 0 • 0 0 •• 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $267,747 . $401,735 $434,855 $434,855 $434,855 Capital. Outlay Land '& Improvements • '$0 $0 $0 $0 $0 . $0 Building & Improvements 0 17,660 0 20,000 20,000. 20,000 , Vehicles ' 0 0 0 0 0 0 Office Fumiture & Equipment .2,300 0 0 0 0 0 Computer Equipment • , - 0 - 0 •0 0 0 0 • . Operation Equipment • 2,316 0 0 0 • 0 ' 0 Total Capital Outlay $4,616 $17,660 $0 $20,000 $20,000 $20,000 Total Budget Unit $406,247 $556,519 $590,235 $652,110. $652,110 $652,110 alpi /4,00fioN 1.44e !nil ....... , . . 116 . • Program Results • Reduce the percentage of custom - City of Tigard, ers with interrupted water service Oregon • Safe and reliable water that meets through implementation of BMPs. or exceeds all EPA standards for • Complete the pilot testing of water quality provided under Aquifer Storage and Retrieval Water normal, peak, and emergency (ASR). Continue with Phase III - situations. full scale implementation. • Tigard water service area has • Continuing the fire hydrant replace - adequate and innovative funding ment and upgrade program. mechanism to develop regional/ • Secure two sites for future water Budget Unit: subregional water sources. reservoirs. 2170 • Efficient water use will reduce • Upgrade existing telemetry ' water consumption per customer (SCADA) system. . by 1% per year for the next ten • Build two piping systems in the years. 550' grid. . • Expansion of the 2" service re- Program Description placement program. • Relocate and/or replace existing The Water Division has the primary water distribution system in con- , responsibility to maintain, repair, and flict with new Gaarde alignment. expand the water system, while at the • Participate in long term water same time providing, a dependable supply studies in both Bull Run and water supply of the highest quality to Tualatin/Trask watersheds. its customers. The Tigard water • Participate in two Joint Water service area is comprised of the cities Commission Capital Improvement of Durham, King City, two thirds of Projects. ` Tigard,, and the unincorporated areas of Washington County surrounding 2001 -02 Accomplishments these cities (mostly in the Bull Mountain area). • Developed Tigard's first Aquifer . Storage and Recovery(ASR) Well 2002 -03 Goals and Objectives (Phase II- ASR). • Improved the inter -tie with the City . . • Implement Best Management of Tualatin to increase capacity. Practices (BMPs) in the Division. • Voluntary odd/even watering, • Enhance Water Conservation resulting in 10% reduction (high Program through rebate programs water usage day 11.6 mgd down and voluntary odd/even watering from 13 mgd in 2001). . - schedules during summer • Built an inter -tie with the City of months. Beaverton (Joint Water Commis- , , * Reduce water loss of the water sion - Tualatin/Trask watershed) . 'distribution system through better • Avoided , "peaking surcharge costs" ' water accounting/metering. by efficient operation of water • • Implement additional security system, thus avoiding. substantial - , ' measures at, reservoir sites. financial penalty. . • Reduce the number of taste. and • Developed Best Management odor concerns by customer base Practices for the Division. 404i �i l , • through implementation of Best - • Built a master pressure. reducing, .� I I Management Practices (BMPs). station between zone 470 and'410. ' • Met goal of 2" service line and fire hydrant. replacements. 117 • • • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Water Number of main breaks- repaired N/A N/A N/A 12 'Miles of distribution piping maintained (wBMP's) - total number of miles of - pipe 200 year 2001 N/A N/A N/A 50 Budget Unit: • Percentage of meters read by staff 2170 (manually) N/A N/A N/A 100% • Percentage of meters read by staff (automation) N/A N/A N/A 0% , • Total meters in system 15,105 15,764 16,012 16,232 Number of conservation workshops 1 2 4 8 • , Average daily demand (mgd) 6:28 5.80 • 6.00 6.00 Peak day demand (mgd) 12.79. 13.11 13.00 13.00 • Replacement of old 2" -galvanized - • water services; total 200 in system N/A N/A . 20 40 Replacement of old; two -port fire hydrants; ,total 170 in system N/A N/A 20 40 • - EFFECTIVENESS MEASURES 1999/00 2000/01 ' 2001/02 2002/03 Summer peak water supplied in -house • (support ASR development - mgd) N/A N/A N/A 1.5 Number of taste and odor concerns on an annual basis (excluding construction activities 01 pop. of 47,000) N/A N/A N/A 150 Reduction of water. use due to conservation efforts ( %) N/A N/A N/A ' 1% Percentage of water customers with uninterrupted water service (excluding �y 111 1/n�111 j`� "111 :1 - . construction activities) N/A N/A N/A 98% . • • 118 EFFECTIVENESS MEASURES (CONTINUED) City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Water Percentage of water samples absent of coliform bacteria N/A N/A N/A 100% Ratio of main breaks per mile of pipe (base of 200 miles pipe + five Budget Unit: miles pipe per year) N/A N/A N/A 0.06 2170 • FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Engineering Technician II 1.00 1.00 1.00 1.00 Public Works Manager 0.00 0.00 0.00 0.30 Senior Utility Worker 3.00 3.00 3.00 3.00 Utility Divison Manager 0.50 0.50 0.25 0.00 Utility Worker, II 7.50 7.50 8.50 8.70 Water Operations Supervisor 2.00 2.00 2.00 2.00 Water Quality Program Coord. 2.00 3.00 3.00 3.00 Water Resource Specialist 1.00 0.00 0.20 0.00 Total 17.00 17.00 17.95 18.00 A\ 119 • City of Tigard, • Actual . Actual Adopted Proposed Approved Adopted Oregon _ Description 1999/00 2000/01 2001/02 2002/03 2002103 2002103 Water Personal Services Positions 17.00 17.00 17.95 18.00 18.00_ 18.00 Wages $567,430 $519,999 • $703,001 $750,045 $750,046 $750,046 Overtime 24558 36,573 40,673 32,015 32,015 32,015 Benefits 185,592 189,868 274,836 309,407 309,375 309,375 Budget Unit: Total Personal Services $777,680 $746,440 $1,018,510 $1,091,467 $1,091,436 $1,091,436 2170 Materials & Services Water Costs $3,118,428 $2,376,466 $2,656,000 $2,960,469 $2,960,469 $2,960,469 Prof. & Contract Services 269,864 139,079 131,365 117,043 117,043 117,043 . Repair & Maintenance 239233 197,263 157,925 150,445 150,445 • 150,445 Miscellaneous Expense 23,843 8,246 6,987 , 12,694. 12,694 12,694 Small Tools & Equipment 7,227 23,519 18;105. 13,355 13,355 13,355 ' Office Supplies • 2,787 2,356 2,000 15,500 '15,500 ' 15,500 Advertising &Publicity 52,300 5 '130,615 66,870 66,876 .66,870 Fees/Dues/Subscriptions :15,796 7,245 3,899 8,070 .8,070 8,070 Travel & Training 6,819 8,356 11;200 8,739 8,739 • , 8,739 Fuel Expenses , 17,896 19,320 . 17,500 1.7,010 17,010 17,010 • • Computer Software • 2,325' . 0 0 ., 0 0 0. Rents & Leases . . 2,735' " 1,720 3;000. 3,000 3,000 3,000 Utilities 3570 7,262 17,625 • 3,420 3,420 3,420 ' Insurance • ' ' 686' 1,945 1,000 1,000 • 1,000 1,000 ` Library Materials ' 0 0 0 0 0. 0 • • ' Total Materials & Services $3,763,509 $2,844,178 $3,157,221 ' $3,377,615 $3,377,615 $3,377,615 Capital Outlay Land & Improvements . $30,352 $0 • $6,300 $5,000 $5,000 $5,000 Building & Improvements 0 0 0 0 0 0 -• • Vehicles 17,832 • 0 39,350 170,000 170,000 170,000 Office.Fumiture & Equipment ' '3,076 0 0 0 0 . 0 . Computer Equipment 0 0 0 - 0 0 0 Operation Equipment 79,435 • 0 0 0 0 0 Total Capital Outlay $130,695 $0 $45,650 $175,000., $175,000, $175,000 ' Total Budget Unit $4,671,884 $3, 590, 618 $4,221,381 $4,644,082 $4,644,051 $4,644,051 1,20 • • • • • • • • • • • • ■ • • • • • • • • • • • r. - • • • • • f • • • /y/� • /I/l 1 j % ' • • • f� �" n i • • • • City ®f Ti gard, Oregon • • • • • • • y Y,. 4r • • • • • 1. • • • 1 • City of Tigard, Oregon Development Services Program Organizational Chart 121 • Expenditure /FTE, Summary 122 Community Development Department Organization Chart /FTE Summary 123 - CD Administration •.124 Building Inspection 127 Current Planning 131 Long Range Planning 134 - Engineering Department Organization Chart/FTE Summary 137 Engineering 138 Street Lights & Signals 144 • . - d ►ti1.11 • • - l i E � 3. // ij/ /ll #l111 4 11 J �� City of Tigard, Oregon • . • , . DE V ELOPMENT 1 ,, .. . . . . . . . , , .. • . . . . ......... . , . .. , . . . . N . . • , . . . . _ .., _ . SERVICES . .. • . ,. .. _ .. . • .. . . . . , . •. .•, . .. . . . . • • . . . . . .. . .. . _ ... • • . .. . • • ,f,,.. • • • . . , . .. . .. . . .. . .. • .. . • • • .. • . .. , . , . .. . . . . . t ... ,,7.7„,....„...„...„7,5,.....7,74.7„,,........,wI„.7.m.,..7....„„.7....„..,„,,w407.7.......7....7.,,,,,.,....,„.......T..„,,,,....,„..„..„.._ . .- . .. . _ . . . . .. . .. . .. . , . . . • ,. . • .. , , . • , . . . ...., ... . . . . ` Community • . . , . „ . , . -.. •...ir 7 . . ...":,.,;,%:. :: • ' .' ■ ' • 1 -• .• - ' Development • . , . Eng ineering. • . The Development Services program includes the Community Development and • City of Tigard, Engineering Departments. The major functions of the program are community Oregon planning; parks planning and development; building plan review and inspec- tions; general economic development activities; design and construction of Development capital improvement projects; and review of proposed private development and inspection to ensure compliance with City standards. Services . Program The budget for this program is down about 1.8% from the FY 2001 -02 Adopted Budget. This decrease is due primarily to completion of major projects and implementation of cost saving measures. The number of FTE remains the same as FY 2001 -02. This program area is funded from a variety of City funds related to each of the • service areas within the program. Actual Actual Adopted Proposed Approved Adopted • Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 # Positions 50.00 44.00 46.50 46.50 46.50 46.50 Personal Services $2,714,063 $2,598,501 $3,058,355 $3,202,005 $3,202,817 $3,202,817 Materials & Services 654,871 827,006 1,049,920 838,085 838,085 838,085 • Capital Outlay 50.345 0 4,800 0 0 0 Total Development Services - by. Category $3,419,279 $3,425,507 $4,113,075 $4.040.090 $4,040,902 $4,040,902 Budget by Division Community Development Administration $543,319 $292,672 $296,162 $268,098 $268,848 $268,848 Building Inspection 883,358 908,517 1,075,644 992,792 992,792 992,792 Current Planning. 328,498 435,866 554,771' 576,839 576,839 576,839 Long Range Planning 297:835 396.804 461,639 470.217 470,217 470.217 Total Community Dev. - by Division $2.053,010 $2.033.859 $2.388.216 $2,307.946 $2.308.696 $2.308.696 Engineering - $1,045,171 $1,048,547 $1,219,859 $1,257,144 $1,257,206 $1,257,206 Street Lights & Signals 321.098 343,101 505.000 475,000 475.000 475,000 • Total Engineering - by Division $1.366,269 $1.391,648- $1.724.859 $1,732,144 $1.732.206 $1.732,206 • Total Development Serv. - -by Division ' $3,419.279 $3,425,507 $4 ;113,075 $4,040.090 $4,040,902 $4,040,902 Bud9et by Fund ' General Fund ,$2;214,823 $2,173,889 $2 $2,572,298 $2,573,110 $2,573,110 • Gas Tax Fund . 321,098 343,101 505,000 475,000 475,000 475,000 Building Fund • 883,358 908,517 1.075,644 992,792 992.792 992,792 ' Total Development Serv. - by Fund- $3.419,279 $3,425.507 $4.113.075 $4.040.090 $4,040.902 $4,040.902 how %lI . Al' Ina 122 0 ' • . l . City of Tigard, Oregon ' • COmrunity , Development M - COMU ITY ' Department. �° , DEVELOPMENT 6',d rte . 4 k 1i ..�s vs .,, ,,--,,.: ? ate',.. , Administration Current • Planning . - Building Long Range , Inspection'. ,Planning . . ' Actual Actual ' Adopted,' Proposed, Approved Adopted • Description • . 1999/00 2000 /01 2001/02 2002103 2002/03 2002/03 • # Positions . - 34.50 28.50 30.50 30.50 30:50 30.50 Personal Services $1,780,390 $1,659,469 $1,962,619 $2,054,549 $2,055,299 $2,055,299 ' Materials &;Services . , 262,439 374,390 425,597 - 253,397 253,397 253,397 - Capital Outlay ' - - 10,181 0 . 0 • , 0 0 0 Total Community Bev. - by Category $2,053 ;010 $2,033,859 $2,388;216 $2,307,946 $2,308,696 $2,3 , Budget by Division • , Community Development Administration • $543,319 $292,672. ' $296,162 $268,098 $268,848 $268,848 Building Inspection . 883,358 908,517. 1,075,644 .992;792 992,792 992.792 , Current Planning 328,498 435,866 ' 554,771 576,839 576,839 576,839 Long Range Planning 297,835 396,804 • '461,639 470,217 , 470,217 470,217 Total Community Dev. - Division $2,053,010 $2,033,859 $2,388,216 $2,307,946 $2,308,696 $2,308,696 Budget by Fund . , . General Fund $1,169,652 $1;125,342 $1,312,572 $1,315,154 $1;315,904 $1,315,904 Building Fund . 883,358 908,517 1,075,644 992,792 992,792 992,792 Total Community Dev. - by Fund $2,053,010 $2,033,859 $2,388;216 $2,307,946 $2,308,696 $2,308,696 • • . , • , , , ii��'rjtp "HP�dY�j(I'i� • e__... • . . . 4.14.- . , . . . . . , . . . . 123 , • Program Results 2001 -02 Accomplishments City of Tigard, Oregon • Leadership and management are • Provided general policy and provided for the growth and management oversight. Accom- development of Tigard consistent plishments for the Department Community with community goals. included final action on the Wash - Development ington Square Regional Center Administration • Accurate and timely information Implementation Plan, adoption of and assistance is provided regard - the Transportation System Plan, ing development, development completion of the Bull Mountain regulations, permit processing, Annexation Study, and improved and issuance. sign code enforcement. Budget Unit: 2210 Program Description • Accurate and timely information provided to the public and deci- The Community Development Direc- sion makers on development tor is responsible for the overall trends, regulations, and special management of the functions of the studies. Department, which includes commu- nity planning; administration of the Development Code; parks planning and development; building plan review and inspections; general .economic development activities; and customer service at the front counter. The Community Development De- partment includes the Long Range Planning, Current Planning, and Building Inspection Divisions. 2002 -03 .Goals and Objectives • Maintain liaison to the City Council, Tigard Central Business District Association, and other civic organizations. ' • Meet goals established bythe City , Council that, are the responsibility of the Community Development Department. t.. 1 • 124 • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 . • • Provide resources for community Community development to public and civic Development organization, such as Tigard Area Administration Chamber of Commerce, Tigard Central Business•District Assoc- ' iation, etc (Y/N) Yes Yes Yes Yes • Present special studies for City Budget Unit: Council consideration (Y/N) Yes Yes Yes Yes 2210 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 • Tigard's building inspection program - meets all state statutes and rules. Yes Yes Yes Yes Tigard's current planning"program complies with all state and regional programs, statutes, and ' . (% o of decisions within 120 days) 100% 100% 100 % 100% • Tigard's .long range planning program complies with all state and regional .goals and rules (Y/N).' Yes Yes Yes Yes Tigard,'complies with Metro and Department of Land Conservation ' and Development regulations (Y/N) . Yes • Yes • . "Yes Yes • • • The Community Development Depart- ment meets Council's goals (Y/N) Yes , Yes Yes . Yes FULL -TIME EQUIVALENT POSITIONS 1999/00. 2000/01. 2001/02 2002/03 Administrative Specialist I 1.00 0.00 0.00 0.00 Community Development Director 1.00 1.00 1.00 1.00 Confidential Executive Assistant 1.00 . 1.00 1.00 • 1.00 Development Services Specialist 1.00 0.00 0.00 0.00 Development Services Supervisor • 1.00 0.00 0.00 0.00 /�y�r�r�110101, \ Development Services Technician 4.00 0.00 . 0.00 0.00 Permit Coordinator 0.0 1.00 1.00 1:00 Total 9.00 3.00 3.00 3.00 - 125 • City of Tigard, Actual Actual Adopted Proposed Approved Adopted . Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Community Personal Services Positions 9.00 3.00 3.00 3.00 3.00 3.00 Development Administration Wages $347,369 $166,008 $183,085 $175,221 $175,221 $175,221 Overtime 57 0 0 0. 0 0 Benefits 96,468 49,605 53,422 58,218 58,968 58,968 Total Personal Services $443,894.: $215,613 $236,507 $233,439 $234,189 $234,189 Budget Unit: Materials & Services • 2210 - Water Costs $0 $0 $0 $0 $0 $0 . Prof. & Contract Services 63,595 • 45,606 25,000 .0 0 0 Repair,& Maintenance 407 827 235 235 . 235 235 Miscellaneous Expense 375 542 200 255 255 255 ' Small Tools & Equipment 0 0 0 0 0 0 Office Supplies '23,149 23,741 22,975 23,170 23,170 23,170 • . ' Advertising & Publicity 275 157 275 275 275 275 Fees/Dues /Subscriptions 3,094 3,442 7,295 4,509 4,509 4,509 . Travel'& Training 5,041 2,214 3,575 5,982 5,982 5,982 Fuel Expenses 389 451 0 0 0 0 Computer Software 0 0 0 0 0 0 Rents & Leases 0 0 0 0 0 0 . Utilities • 190 79 100 233 233 233 . Insurance 0 0 0 .0 0 0 Library Materials 0 0 0 .• 0 0 0 Total Materials .& Services $96,515 $77,059 $59,655 $34,659 $34,659 $34,659 Capital Outlay- Land & Improvements $0 $0 $0 $0 $0 $0 '' Building & Improvements 0 0 0 0 ' 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 2,910 0 0 0 . 0 0 - Computer Equipment 0 0 0. 0 0 0 • Operation Equipment •- . 0 0 0 0 0, 0. Total Capital Outlay $2,910 . $0 $0 .$0 $0 $0 Total Budget Unit $543,319 $292,672 $296,162 $268,098' $268,848 $268,848 • , ,A11.- I 4 1 i . , , _ A . , . . . , . , . • . . , ,,,t1 .‘ . . , , . . . . . . . . . . . . , . , , • . . . . . . . . . 126 . • Program Results ♦ Work with homeowners, land- City of Tigard, lords, and property,, managers in Oregon • Buildings are constructed and built resolving housing deficiencies as to the State of Oregon specialty related to the Housing Code codes and are safe for all occu- Program. Building • pants and users. Inspection ♦ Provide building, plumbing, ♦ Existing housing is safe, habitable, mechanical, and electrical plan • and in good repair. review services for new construe- , tion within service level standards. • The Building Inspection Division Budget Unit: is "supported by a dedicated fund, • Provide building, plumbing, 2220 which is generated by permit mechanical, and.electrical inspec- revenues. tion services for new construction within service level standards. Program Description 2001- 02Accomplishments . The Building Inspection Division, part of the Community Development • Continued to build the dedicated Department, is responsible for,review- reserve fund to supplement the mg plans, issuing permit's, and inspec- Building Inspection Division tion of construction to ascertain • during periods of decreased compliance with the State of Oregon construction activity. specialty codes (Title. 14 of the Tigard Municipal Code adopts these m more • Created and filled a new Permit detail). The . specialty codes include - Technician position, so the Divi- building, plumbing, mechanical, and sion isrmore efficient and cus- ,electrical codes,'.and other rules and tomer friendly. statutes." "Division also enforces other requirements of the Tigard ♦ Continued" to implement new Municipal Code and Community Oregon. AdMinistrative'Rules as , Development Codes and ordinances, promulgated by Senate Bills 512 including,the Housing Code: The and 587. Among these were new Building Inspection Division is commercial permit application managed by the Building Official and checklists, new minor label rules, is comprised of Plans Examiners, and'code consistency workshops Inspectors, and support staff with the Tri- County Service Center. 2002 -03 Goals and Objectives Monitor budget on an ongoing basis to ensure expenditures are within budgetary constraints in order to accumulate additional reserve funding. 127 • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Building Single family permits (Tigard) 190 170 220 207 Inspection Single family permits (Urban services area) 210 160 200 177 Multi- family units (Tigard) 337 0 27 30 Budget Unit: Multi - family units . . 2220 (Urban services area) N/A N/A 0 0 Commercial (Tigard) . N/A 600. 450 500 Commercial (Urban services area) N/A N/A 0 0 Number of inspections (Tigard) 18,000 19,672 14,134 13,000 Number of inspections (Urban services area) . 8,000 . 10,973 7,155 6,370 Total number of permits (Tigard) • (All types) 3,800 4,117 3,126 2,760 Total number of permits • (Urban services area) 1,650 1,307 4,296 3,780 - EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Percent of inspections' requiring reinspections due to . code deficiencies N/A N/A 31% 28% Number of- housing complaints inspected N/A N/A . 226 240 . ' Number of housing complaint • investigations that obtain compliance (verifiable. violations) N/A N/A 205 210 /H, �ri� l� , \' Requested building inspections ��P �I I performed the following business • day of receipt of request ( %) N/A . N/A • 99% 99% 128 • • EFFECTIVENESS MEASURES (CONTINUED) City of Tigard, . Oregon 1999/00 2000/01 2001/02 2002/03 Building Plan review turnaround time Inspection - (Single family) (weeks) " " N/A N/A 2• 2 Plan review turnaround;time (Commercial tenant improvement) (weeks) N/A N/A 3 3 Budget Unit: 2220 Plan review turnaround time (Commercial, - new buildings) (weeks) N/A N/A 4 -6 4 -6 • FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Administrative Specialist I 0.05 0.00, 0.00 0:00 Administrative Specialist II . 2.00 1.00 1.00 1.00 Building Official 1.00 1.00 1.00 1.00 Inspection Supervisor 1.00 1:00 1.00 1.00 Inspector I, 2.00 2.00 2.00 2.00 Inspector II 2.50 2.00 2.00. 2.00 Permit Specialist 0.00 0.50 0.50 0.50 - Permit Technician 0.00. 1.00 2:00 2.00 Plans Examiner 1200 1.00 1:00 1.00 Plans Examiner Supervisor 1.00 0.00 0.0.0 0.00 Senior Inspector 3.00 2.00 2:00 2.00 Senior Plans Examiner 1.00 1.00 . L00 1:00 Total 15.00 12.50 13.50 13.50 • A oLia • • 129 City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon , Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Build ersonal Services g Positions 15.00 12.50 13.50 13.50 13.50 13.50 Inspection • Wages $597,070 $602,565 $67 $689,263 $689,263 $689,263 Overtime 680 6,861 7,193 9,315 9,315 9,315 Benefits 176,597 176,722 210,298 218,028 218,028 218,028 Total Personal Services $774,347 $786,148 $890,979 $916,606 $916,606 - $916,606 Budget Unit: Materials & Services 2220 Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 67,329 89,833 75,635 30,070 30,070 30,070 Repair & Maintenance 5,476 8,117 8,630 7,000 7,000 7,000 Miscellaneous Expense 10,212 8,979 30,600 6,551 6,551 6,551 Small Tools & Equipment 0 0 945 0 0• 0 Office Supplies 90 1,059 10,460 4,800 4,800 4,800 . • Advertising & Publicity 3,255 . 946 500 500 500 500 Fees /Dues /Subscriptions 215 401 1,050 1,050 1,050 1,050 Travel &Training 7,173 3,576 13,975 15,415 15,415 15,415 Fuel Expenses 3,728 4,267 5,240 5,200 5,200 5,200 Computer Software 0 0 0 0 0 0 Rents &,.Leases 4,556 1,942 34,430 2,400 2,400 2,400 Utilities 3,457 3,249 3,200 3,200 3,200 3,200 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $105,491 $122,369 $184,665 $76,186 $76,186 $76,186 Capital Outlay - , Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 . Office Furniture & Equipment 3,520 0 0 0 0 0 Computer Equipment' 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 , Total Capital Outlay $3,520 $0 $0 $0 $0 $0 Total Budget Unit $883,358 $908,517 $1,075,644 $992,792 _ $992,792 $992,792 • • • • 130 • 1 Program Results 2002 -03 Goals and Objectives City of Tigard, Oregon ♦ All development will meet ♦ Train new staff so they will effec- Comprehensive Plan and Devel- Lively process development plans ' opment Code standards. and code amendments. Current Planning ♦ All development will be compat- • Implement Square ible with environmental condi- Regional Center development code tions including steep slopes, changes. wetlands, hazards, and flood plains. ♦ Prepare at least three code amend= Budget Unit: ments from the backlog list. The 2230 • , Alt land use development will be list includes hillside development, served with water, sanitary sewer, water quality standards, planned storm sewer, streets, and public developments, home occupations, facilities meeting City standards - and bed and breakfast facilities. and requirements. , • Continue to monitor effectiveness Program Description of 1998 Development Code. The Current Planning Division • ^ Process all development applica- provides zoning -and development tions within service standards. information, conducts pre - application -. , _ . conferences, and reviews land use - ♦ Implement code revisions relating applications. Applications include, to the Transportation System Plan. zone changes, sensitive lands subdi- visions, variances, planned develop- 2001 -02 Accomplishments ' ments, land partitions, site design . . • reviews, conditional uses, temporary, i Improvement of service standard uses, signs, sign code exceptions; and performance. land use decision appeals to',.the _ Hearings Officer, Planning Commis - • Completed hiring of vacant staff . sion, and City Council. The Current • positions plan review and code Planning'Division works with the enforcement. • Long;Range' Planning .Division to . coordinate and review comprehen- - i Improved code enforcement of sive plan amendments and annex- . illegal signs and use of court ation citation for violations. ' The Division applies and updates the Community Development Code and updates:the Comprehensive, Plan. Staff support is provided to the Planning Commission, Hearings . Officer/Referee, Citizen Involvement Teams, two Citizen Participation - . Organizations, and miscellaneous D0„," , 0 I ; working groups. The Division is also •J � 1 responsible for general code enforce - • ment activities. 131 • WORKLOAD MEASURES City of Tigard, 1999/00 2000/01 2001/02 2002/03 Oregon Current Number of development applications N/A 334 304 330 Planning Number of land use decisions made by: Director • 310 325 282 300 Budget Unit: Planning Commission/ Hearings Officer 20 20 15 20 2230 City Council 12 10 8 . 8 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Land use decisions made within 120 ' days ( %) , N/A 100% 100% 100% Land use decisions made within service standards ( %) N/A 85% 94% 97% Developments that meet ordinance standards and process ( %) N/A 10% 100 %. 100% FULL -TIME EQUIVALENT POSITIONS 1999/.00 2000/01. 2001/02 2002/03 • Administrative Specialist I 0.50 0.50 0.50 0.50 ' - Administrative Specialist II 1.00 1.00. 0.00 0.00 Assistant Planner 1.00 . 1 1.00 1.00 _ Associate Planner • 2.00 2.00 1.00 2.00 • Code Compliance Specialist , 1.00 1.00 1.00 1.00 Permit Specialist - 0.00 0.50 0.50 0.50 Permit Technician • • . • •0.00 2.00 • 2.00 . 2.00 'Planning Manager ' 1.00 . 1.00 1.00. 1.00 Senior Administrative Specialist 0,00 • 0.00 1.00 1.00 /N SeniorPlanner 0.00 0.00 1.00 0.00 1P�k��j�l � Total ' 6.50 9.00 9.00 9.00 132 • • City of Tigard, . Actual " Actual Adopted Proposed Approved Adopted Oregon • Description 199 2000/01 20 2002/03 2002/03 2002/03 Current • Personal Services . - PIaIIIIIIIg Positions 6.50 9.00 9.00 9.00 9.00 . 9.00 Wages $238,594 $309,379 $362,146 $386,707 $386,707 $386,707 . Overtime 141 47 719 772 772 772 Benefits 67,583 95,899 134,857 149,140 149,140 149,140 Budget Unit: Total Personal Services $306,318 $405,325 $497,722 $536,619 $536,619 $536,619 • 2230 Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 10,119 20,172 28,497 13,408 13,408 , 13,408 ' Repair & Maintenance 350 658 2,720 2,420 2,420 2,420 Miscellaneous Expense 822 1,562 . 1,600 1,559 ' .1,559 1,559 Small Tools & Equipment 0 0: 105 0 0 0 Office Supplies : 0 0 7,777' 4,700 4,700 4,700 Advertising &- Publicity 3,749 4,220 3,300 3,300 3,300 3,300 Fees /Dues /Subscriptions 1,822 2,054 5,055 5,305 5,305 5,305 - . " Travel ,& Training 1,795 1,060 6,795 " 7,793 7,793 7,793 Fuel Expenses 722' `595 1,1 1,235 1,235 1,235. . - ', .Computer Software 0 0 0 0 0 0 - Rents& Leases ' 0 0 0 0 0 0 Utilities - 121 220 , 100 .500 500 500 : Insurance 0 0 0 0 0 0 Library Materials '' 0 0 0 0 0 0' • Total Materials & Services $19,500 $30,541 $57,049 $40,220 $40,220 $40,220 Capital Outlay , ' Land & Improvements $0 $0 .$0 $0 $0 $0 • Building &,Improvements 0 0 0 0 0 0 - Vehicles 0 0 0 '0 . 0 0 ' ' . Office,Fumiture & Equipment 2,680 0 - 0 0 0 0 • • Compute rEquipment 0 0 0 0 0 0 . Operation Equipment ; 0 0 0 0 0 0 • Total Capital Outlay $2,680 $0 " $0 $0 $0 $0 ' Total Budget Unit $328,498 $435,866 $554,771 $576,839 ' $576,839 $576,839 133 . Program Results ♦ Work on urban renewal feasibility City of Tigard, study for Washington Square Oregon Accommodate growth while protect- Regional Center area. ing the character and livability of the Long Range community through long range ♦ Continue participating in Metro planning and through implementation Goal 5 program development for Planning of the City's Vision. significant natural resources. Pr ogram Description ♦ Continue working with Tri-Met on Action Plan to improve transit Budget Unit: Long Range Planning is responsible services. for monitoring and analyzing present 2240 and future physical, demographic, 2001 -02 Accomplishments economic, and development condi- tions and trends; clarifying and • Adoption of the Tigard Transporta- recommending ways to implement tion System Plan. shared City goals; developing and implementing growth management ♦ Final action on the Washington and annexation programs; maintain- Square Regional Center Plan. ing, updating, and implementing Tigard's Comprehensive Plan; • Establishment of the Washington conducting technical studies and Square Implementation Program special planning projects such as park internal review group. and natural area planning, urban design and special studies; transpor- • Completion of the Bull Mountain tation planning; coordination of Annexation Study. planning issues with other jurisdic- tions; developing and maintaining ♦ Continued special planning citywide geographic information projects, including support for mapping systems(GIS). natural areas and park planning. Long Range Planning provides ♦ Continued development of Tri-Met support to the City Council, Planning Action Plana Commission, City Manager, and neighborhood and community plan- • Continued development of afford- ring organizations. able housing strategy. 2002 -03 Goals and O • Continue implementation of the Washington, Square. Regional Center development program, focusing on funding strategy and greenbelt plan strategy. *ONO • Develop an open space planning jNO -- program. 134 WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 . Develop infrastructure funding Long Range program, including urban renewal Planning feasability study (% complete) . N/A N/A 10% 100% Develop Affordable Housing. Plan (Y/N) N/A N/A N/A Yes Budget Unit Develop Bull Mountain Master Plan ' (Y/N) N/A . N/A N/A Yes 2240 Develop Tigard Transit Plan (Y/N) N/A N/A N /A Yes Develop and update dynamic web map' for Tigard (Y/N) N/A N/A N/A Yes Hire consultant for Washington Square Implementation/Public Involvement Plan (Y/N) N/A , N/A Yes N/A EFFECTIVENESS MEASURES • 1999/00 , 2000/01 2001/02 2002/03. Council adoption of Washington Square Regional. Center Implementation program (Y%N) N/A N/A N/A Yes Council adoption of Affordable plan (Y •N/A N/A " N/A Yes Council adoption of Bull Mountain Master Plan (Y/N) N/A 'N /A _ N/A Yes Council acceptance of Washington Square Implementation Plan N/A N/A Yes N/A ,FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Assistant Planner 0.00 0.00 1.00 1.00 �,,,�,�� Associate Planner 3.00 3.00 3.00 3.00 �'��dIMJ�JI Planning Manager 1:00 1.00 1.00 1.00 Total 4.00. 4.00 5.00 5.00 135 • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01. 2001/02 2002/03 2002/03 2002/03 Long Range Personal Services Positions 4.00 4.00 5.00 5.00 5.00 5.00 Planning Wages $201,136 $197,900 $256,058 $270,630 $270,630 $270,630 Overtime 0 26 0 0 0. 0 Benefits 54,695 54,457 81,353 97,255 97,255- 97,255 Budget Unit: Total Personal Services $255,831 $252,383 $337,411 $367,885 $367,885 $367,885 2240 Materials Services • Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 32,711 132,996 108,334 79,000 ' 79,000 ' 79,000 Repair & Maintenance 62 ' 0 0 0. 0 0 , Miscellaneous Expense ' 4,053 4,675 4,400 5,150 5,150 5,150 Small Tools & Equipment 0 0 0' 0 0 0 Office Supplies 110 0 2,500 4,100 4,100 4,100 • ' Advertising & Publicity 802 2,191 150 400 400 400 Fees /Dues /Subscriptions 366 663 1,995 2,045 2,045 2,045 Travel & Training 2,829 3,896 6,639 11,637 11,637 11,637 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 Rents '& Leases 0 0 0 0 0 0 Utilities 0, 0 210 0 0 0 . Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • Total Materials & Services, $40,933 $144,421 $124,228 $102,332 $102,332 $102,332 Capital Outlay . Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office, Furniture &Equipment 1,071 0 0 0 0 0 ... Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Outlay $1,071 $0.' ' $0 • $0 $0 $0 - • Total Budget Unit $297,835 $396,804 $461,639 $470,217 $470,217 $470,217 • . .136 ' City of Tigard, Oregon Engineering Department , Engineering • • StreetLights • • 8i Signals . • Actual Actual Adopted 'Proposed Approved Adopted Description 1999/00 2000101 2001/02 2002/03 2002/03 2002103 . , # Positions 15.50 15.50 16.00 16.00 16.00 16.00 Personal Services ' $833,673 $939,032 , $1,095,736 $1,147,456 $1,147,518 $1,147,518 , Materials & Services 392,432 452,616 624,323 584,688 584,688 584,688 • • Capital Outlay , 40,164 0 4,800 0 0 0 Total,Engineering - by Category Si .356,289 $1,391,648 $1.74859 $1.732144 $1 .732,06 $1.732;206 Budget by Division • Engineering $1,045,171 $1,048,547 $1,219,859 $1,257,144 41257,268 $1,257,206 Street Lights and Signals 321.098 343.101 505.000 475,000 475.000 475.000 Total Engineering Division $1,366,269 $1.391.648 $1.724.859 $1.732,144 $1,732206 $1,732,206 , Budget by Fund General Fund $1,045,171 $1,048,547 $1,219,859 $1,257,144 $1,257,206 $1,257,206 Gas Tax Fund 321.098 343,101 505,000 475.000 475.000 475.000 Total Engineering - by Fund $1,366.269 $1.391.648 $1.724,859 $1.732,144 $1.732.206 $1.732.206 • 137 • Program Results ♦ The Engineering Department City of Tigard, enhances environmental quality in Oregon • The Engineering Department the City by providing adequate supports the City's goals and storm drain and sanitary sewer objectives. services to citizens of Tigard. Engineering Department • Private developments are designed • The Engineering Department and constructed in accordance keeps abreast of and addresses with the City's standards and regional and national issues that requirements: may affect the City. Budget Unit: 1. Public improvements by develop- Program Description 2250 ers are constructed to meet City design standards and development The Engineering. Department is code provisions. directed by the City Engineer. It designs and constructs capital im- 2. Hillside development is con- provement projects and provides structed in accordance with City and review of proposed private develop- state regulations. ment and inspection to - insure compli- ance with City standards. 3. As -built information system is space- efficient and provides up -to- The Capital Improvement Division date, accurate information for the manages the capital improvement City's customers. program for public.streets and utilities and prepares facilities plans for future 4.. Public improvements perform in , improvement needs. accordance with design life. The Development Review Division • The City's transportation system provides technical review and issues is safe and efficient for all modes permits for proposed private develop- of travel: ment projects, provides inspections to assure compliance with City Stan- 1. The City's street infrastructure is dards, and maintains records relating properly maintained and upgraded as to public facilities. needed to meet future traffic demands. 2002 -03 Goals and Objectives 2. Capital improvement projects are designed and constructed properly to • Complete Comprehensive Public enhance traffic flow and traffic safety Facility Plans. while minimizing maintenance costs. - ♦ Continue Private Development 3. The.City's neighborhood- streets Review improvements. are safe for pedestrians, bicyclists, and motorists, and carry traffic volumes • Develop and implement the annual appropriate for residential neighbor- . Capital Improvement Program. hoods. homptivAIWI • 138 ♦ Explore and develop feasible • Reviewed and inspected signal City' of Tigard, . systems added to the street network funding strategies for.implemen- . • Ore g on tation of high priority fransporta- along 72 ° Avenue (part of Lowes tion projects. development) and Dartmouth Street at the Costco south entry. Engineering Department • Evaluate and implement altema- • Capital Improvement Program: tive funding sources for street • maintenance. • Completed Gaarde Street Improve- • Continue implementation of the ments Phase 1 extending Gaarde Budget Unit: Citywide Sewer Ektension Street north from Quail Hollow 2250 Program. West to connect to Walnut Street. • Incorporate citizen involvement • Initiated preliminary engineering processes in the Engineering and land acquisition for Gaarde • Department programs. Street Improvements Phase 2 from • Highway 99W to 121st Avenue. . • . Provide`assistance to .other City departments as needed in support • Placed approximately 8,500 square of Council goals and City pro- yards of pavement overlay and grams. 10,500 square' yards of slurry. seals on various City streets including Upgrade eq p Kable Street, 121St Avenue, Ash • U ade ui ment and software , needed in support of Engineering Avenue, and Meadow Street. Department activities and pro- gram changes. • Installed 1.2 traffic calming devices on six City streets. 2001 -02 Accomplishments Completed the Fanno Creek Trail Private Development: segment from Tiedeman Avenue to Woodard Park. • Processed 90 new permits for minor and:major,projects totaling • Completed three sanitary sewer 81.7 in public improve- reimbursement districts serving 39 • ments within the City and $1.6 residences. • million in the Urban Services Area. • Up'sized existing sanitary sewer lines to alleviate surcharging • Reviewed and inspected public problems on Ash Avenue and improvements in such major Burnham Street.' subdivision development projects as Quail Hollow -West; Quail • . Completed storm drainage im- Hollow- South, Pacific Crest and provements on Kable Street. • Erickson Heights subdivisions. i •_ eeJ 139 WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Engineering Preparation of Comprehensive Public Department Facility Plans • Percent of plans completed N/A N/A N/A 100% Private Development Review Activities: • Number of subdivisions requiring Budget Unit: additional geotechnical review by City N/A 3 1 3 2250 Number of Compliance Agreement Permit projects issued N/A 10 18 11 • • Capital Improvement Program . Implementation Streets Number of CIP street- related projects N/A 25 19 20 PMMP: Area of pavement overlay applied (sq.'yd) N/A 16,000 8,500 25,000 . Area of slurry seal applied. (sq. yd.) N/A 26,000 10,500 5,000 Length of striping applied (ft.) N/A 6,200 21,000 15,000 Traffic Calming: Number of traffic calming devices installed, yearly N/A 8 12 8 Sanitary Sewer and Storm Drainage Services: Sanitary Sewer 'Major maintenance: number of identified repairs completed N/A 3 2 2 Neighborhood "extensions: number of reimbursement 'districts initiated N/A 5 3 5 Number of sewer. service laterals ' provided N/A 60 . 39. 130 Lineal feet of sewer mainline installed - , N/A N/A 4,000 4,000 Storm Drainage: , Major maintenance: number of • identified repairs completed • N/A 3 2 2 A ' Five -year SLIP ng program L.F.) N/A N/A 1,000 1,000 Projects in support progr N/A N/A 4 4 - - 140 " • • EFFECTIVENESS MEASURES . - . City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Engineering Private Development Review Activities: Department Projects that require major repairs of public improvements during the 1 -year maintenance period ( %) N/A 0% 3% 3% Subdivisions that exhibit grading problems after City acceptance of Budget Unit: project ( %) N/A 1% 3% 3% 2250 Capital Improvement Program Implementation - Streets: CIP street projects designed (%) N/A 80% 90% 80% CIP street projects constructed ( %) N/A 80% 75% 80% Traffic Calming: • Reduction of 85th percentile speeds ( %) N/A •90% 90 % 90% Sanitary Sewer and Storm Drain Services .. Sanitary Sewer: Major maintenance: ' Percent of repairs completed ,N /A N/A 65% 100% Maintenance problem eliminated Yes Yes Yes Yes Citywide Sewer Extension Program: Percent of scheduled reimbursement districts ,completed N/A N/A 90% 90% Lineal footage of sewer installed as _ • a percentage of the total master plan layout • . N/A N/A 10% 25% New sewer connections as •a percentage • of total laterals in preceding years: N/A N/A , 5% 20% Storm Drainage: Major maintenace: percent ofrepairs completed N/A . 75% 75% 85% Maintenance problems eliminated N/A Yes Yes Yes Percentage of storm drainage pipe upgraded N /A, N/A 100% 100% Projects in supporting City programs are completed in a timely manner N/A N/A Yes Yes j • 141 • FULL -TIME EQUIVALENT POSITIONS City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Engineering Administrative Specialist I 0.50 0.50 0.50 0 Department Administrative Specialist II 0.00, 0.00 0.50 0.50 P Ci En ineer 1.00 1.00 1.00 1.00 Engineering Manager 2.00 2.00. 2.00 2.00 Engineering/Survey Specialist 1.00 1.00 1.00 1.00 Engineering Tech I 2.00 1.00 1.00 1.00 Budget Unit: Engineering Tech II - 4.00 5.00 3.00 3.00 Project Engineer 2.00 2.00 2.00 2.00 2250 Senior Administrative Specialist 1.00 1.00 1.00 1.00 Senior Engineer Technician 2 ,QQ 4.00 4.00 Total 15.50 15.50 16.00 16.00 . ih, .\ . „,„,,,„40,0,,,,,,,,„ _,,‘,..,„,,,, ....... , . • , . , 142 • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 _ 2001/02 2002/03 2002/03 2002/03 . Personal Services . ' Engineering Positions 15.50 , 15.50 16.00 16.00 16.00 16:00 Department Wages $716,328 $712,418 $809,619 $839;864 $839,864 $839,864 Overtime 3,533 2,693 7,706 2,070 2,070 , 2,070 Benefits 213,811 ' 223,921 278,411 305,522 305,584 305,584 . Total Personal Services $933,672 $939,032 $1,095,736 $1,147,456 $1,147,518 $1;147,518 Budget Unit: Materials & Services Water Costs $0 . $0 $0 $0 $0 $0 2250 . Prof. & Contract Services 38,011 65,444 48,712 46,224 46,224 46,224 Repair & Maintenance 1,100 . 1,890 6,650 5,950 5,950 _ 5,950 Miscellaneous • Expense 6,235 _ 7,179 10,700 11,563 11,563 11,563 Small Tools & Equipment 0 2,024 6,738 4,500 4,500 4,500. Office Supplies 8,833 15,736 16;423 10,900 10,900 - 10,900 Advertising & Publicity 1,024 1,385 1,000 1,000 1,000 1,000 Fees/Dues /Subscriptions _2,064 2,057 2,825 2,881 2,881 2,881 , Travel &- .Training 8,453 7,927 19,200 19,170 " 19;170 19,170 . : Fuel Expenses 1,347 1,739 • 1;350 1,500 1,500 ' 1,500 ' .Computer Software 0 0. 0 0 0 0 • • , Rents & Leases , . ' -2;953 ' 2,997 4,000 - . 3,500 3,500 3,500 , Utilities 1,314 1,137 1,725 2,500 2,500 2,500 :Insurance 0' 0• 0 0' 0 0 - Library Materials • . ' 0 . '0 0 .0 0 0 Total Materials & Services $71;334 $109,515 $119,3.23 $109,688 $109,688 $109,688 - Capital' Outlay Land & Improvements $0 $0 $0 '$0 $0 $0 ' . Building & Improvements 0 • 0 0 0 0 0 ' Vehicles 0 0 0 - 0 0 0 Office Furniture & Equipment 15,740 0 ' 4,800 0 0 0 Computer Equipment' ' 256 ' 0 0 0 0 0 Operation, Equipment ' 24,168 0 - 0 ., 0 0 0 - • Total Capital Outlay $40,164 ' $0•' $4,800 . - $0 $0 . $0 • Total Budget Unit ' 11;045,171 $1,048,547 $1,219,859 $1,257,144 $1,257,206.. $1,257,206 A . 143 - • • Program Results ♦ Reduction of energy costs by City of Tigard, turning off existing streetlights that Oregon • Collector Streets are adequately can be shut off without adversely lit for vehicular and pedestrian impacting safety. Street safety 2001 -02 Accomplishments Lights & • Major intersections are upgraded Signals with traffic signal systems for ♦ Designed and installed an embed- safe and efficient movement of ded crosswalk lighting system at all modes of transportation. ,121st Avenue at Springwood Drive to complete the fourth and final B udget Unit: • Neighborhood streets are pro- project in the pilot program. 2260 • vided adequate lighting in accor- - dance with City policies. ♦ Monitored, inspected, and ap- proved (with revisions to enhance Program Description safety). the 121st Avenue/Walnut - Street traffic signal system installed This budget unit provides for the as part of the intersection improve- , . maintenance and energy costs for _ ment project. - . street lighting and traffic signals on • public streets. All maintenance work • Completed the refurbishing of steel is done by contract and no City poles in the Summerfield area. personnel are funded by this budget. The Engineering Department-man- ♦ Installed streetlights at key loca- ages this budget unit. tions on collector streets within the City. 2002-03 Goals a nd Objectives • Reviewed, inspected, and accepted ♦ Review, approve, and accept for the traffic signal system con - maintenance new traffic 'signal structed by Costco at the intersec- -, ' systems installed at 98th Avenue tion of Dartmouth Street with its and Durham Road; and 121St south driveway. Avenue and •Gaarde Street. • Reviewed, inspected, and accepted _ • Complete Comprehensive Public , .the traffic signal system installed at ' Facility Plan for - streetlights. the intersection of 72 °d: Avenue and . Beveland Street as part of the ♦ Install essential streetlights as Lowes Home. Improvement ,devel- determined by the Public Facility opment project. • Plan. • Continuation of,energy and maintenance costs for.installed _ systems.. ' 144 City of Tigard, WORKLOAD MEASURES Oregon • 1999/00 2000/01 2001/02 2002/03 Street - Lights & New signal systems added 1 2 4. 2 Signals New street l added 10 60 60 30 Public Facility Plan for streetlights completed N/A N/A 50% 100% Budget Unit: 2260 Number of essential streetlights installed N/A N/A N/A 10 EFFECTIVENESS MEASURES . . 1999/00 2000/01 2001/02 2002/03 Level . of service improvement . in new signalized intersections N/A Yes Yes . Yes Mileage of collector streets with streetlights (%) N/A N/A 20% 25% Public Facility Plan for streetlights . . . adopted'by City Council N/A N/A N/A . Yes • Visibility problems resolved along street network (as a percentage of problem areas identified in the Public Facility Plan) N/A N/A N/A 20% FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 None . 145 • City of Tigard, . Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Street Personal Services Lights & Positions • 0.00 0.00 0.00 0.00 0.00 0.00 Signals Wages $0 $0 $0 $0 $0 $0 Overtime 0 0 0 0 0 0 Benefits -0 0 0 0 0 0 Total Personal Services $0 $0 $0 $0 $0 $0 ' Budget Unit: Materials & Services 226U Water Costs • $0 $0 $0 $0 $0 $0 Prof. & Contract Services 0 ' 0 5,000 5,000 5,000 5,000 Repair & Maintenance 38,003 56,563 80,000 70,000 70,000 70,000 Miscellaneous Expense 8 O 0 0 • 0 0 Small Tools & Equipment • 0 0 0 0 0 0 Office Supplies 0 0 .0 0 0 0 ' Advertising & Publicity 0 0 0 0 0 0 Fees /Dues /Subscriptions 0 0 0 0 0 0 Travel & Training 0 0 0 0 0 0 Fuel Expenses 0 . 0 0 0 0 0 Computer Software 0 0 0 0 ' 0 0 • Rents & Leases 0 0 0 0 0 0 Utilities 283,087 286,538 420,000 400,000 400,000 400,000 Insurance . 0 0 0 0• 0 0 Library Materials 0 0 0 0 0 0 • -Total Materials & Services $ 321 , 098 $343,101 $ 505,000 $475,000 $475,000 $475,000 ' Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 • Building & Improvements 0 0 0 0 0 0 Vehicles 0 0. 0 0 0 0 ' Office Fumiture & Equipment 0 0 0 0 0 0 • Computer Equipment 0 0 0 0 . 0 0 . Operation Equipment 0 0 - 0 0 . 0 0 Total 'Capital Outlay $0 $0 $0 - $0 $0 $0 Total Budget Unit $321,098 ' $343,101 $505,000 $475,000 $475,000 $475,000 / /// rH' e A !�� 1 I � __ L.I1i • 146 • _ t7 Qo City of Tigard, Policy and Administration Program ` _ . _ Oreg e . _ Organizational Chart. 147 �' . - _ - Expenditure /FTE Summary 148 - c. - - City Admininistration Department Organization Chart/FTE Summary 149 Mayor &City Council 150 -a City Management 154 Human Resources 159 , Network Services - 163 . - • . . Risk Management 166 '` . Finance Department , . Organizational Chart /FTE Summary 171 - Finance Administration 172 , - • Financial Operations 176 • - Office Services 181 Records 184 Municipal, Court 188 . J . • - ',SA/40 -.A A: 1 11 1 t 1 /111 ft s °sib City of Tigard, Oregon • • • • • • • • POLICY and ADMINI S TRATI OleT � k =: ' r,w.. �;'Ce .., '^'•::2 ' ,.. •'.0. : 'fi 'x 3 ` '`' ••• w` z - :.'Sera" •?-it •t" • A Finance • • Y 147 • The Policy and Administration Program consists of City Administration and the City of Tigard, Finance Department. This program includes a wide variety of functions that Oregon encompass the areas of administrative support, strategic planning, city manage- ment, computer services, financial management, accounting, purchasing, utility Policy and billing, municipal court, human resource management, records management and risk management. Administration Program The.budget has a minimal increase of 1.6% over the FY 2001 -02 Adopted Budget. • The number of authorized positions has decreased by 1.0 FTE. The . • Mayor and Council,and.Municipal Court are funded completely out of the - General Fund with the other functions being funded by charge backs to other- City programs that use these common services. Actual Actual Adopted Proposed Approved Adopted Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 # Positions 36.50 39.55 44.60 43.60 43.60 43.60 . Personal Services $2,049,367 $2,249,218 $2,746,675 $2,902,264 $2,902.609 $2,902,609 ' Materials & Services 986,077 1,153,831 1,469.476 1,377.040 1,374,040 1,374,040 ' Capital Outlay 171,870 7,472 8,000 15,000 15,000 15,000 ' Total Policy &, Admin. - by Category $3,207,314 $3;410,521-' $4,224,151 $4,294,304 $4,291,649 $4,291,649 , Budget by Division - • Mayor &Council $92,176 $98,570 $118,911 $88,347 $88',347 $88,347 .City Managemert 464,366 528,372 548,643 584,054 536,054 536,054 Human Resources • 316.592 338,139 397,680 378,092 378,092 378.092 Network Services 662,375 630,791 937,982 963,101 963,101 963,101 ' Risk Management 347,553 367,061 429,216 513,089 513,089 513,089 Finance Administration 105,682 176;911 273,149 246,759 292,104 292,104 FinancialOperations 643,140 699,379 809,870 830,891 830,891 830,891 Office Services 256,396 250,382 277,252 294,044 294,044 294,044 Records 138,214 124,849 164,621 ' 185,867 185,867 185,867 Municipal Court • 180,820 196,067 266,827 210,060 210,060 210,060 ' Total Policy & Admin. - by Division $3,207,314 $3,410,521 $4,224,151 $4,294,304 '$4,291;649 $4,291,649 - . Budget by Fund ' • General Fund . $272,996 ' $294,637 $385,738 $298,407 $298,407 $298,407 . - Central Services Fund 2,934,318 3,115,884 3;838,413 3,995,897 3,993,242 . 3.993,242 . ` Total City Admin. - by Fund . $3,207,314 $3,410,521 $4,224,151 $4 ;294,304 $4.291.649 $4,291,649 r , ii6v . 148 . • City of Tigard, C F Oregon City ADMINISTRATION C Administration ._�.,� , Z '^r w _�.' :x �:`�S:u':--•� i:x+i�'� % +% - ;..:Sx.�i'v+c0 m.�i% SW�� , Mayor & Human • Council Resources City • Risk - Management Management Network . . Services Actual Actual Adopted Proposed Approved Adopted Description ' 1999/00 2000/01 2001/02 2002/03 2002/03 . 2002/03 # Positions 15.50 15.80 19.80 . 19.80 19.80 19.80 • 2 . . Personal Services $1,064',293 $1;128;251 $1,417,255 $1,538,804, $1,538,804 $1,538,804 - Materials &,Services 665,325 ' 831,814 1,007,177 987,879 939,879 939,879 . Capital Outlay 153,444 2,868 8,000 • 0 0 0 . . Total Clty Admin. - by Category $1,883,062 $1,962,933 $2,432,432 $2;526;683 $Z478,683 $2,478,683 Budget By Division Mayor 8 Council $92,176 $98,570 $118,911 $88,347 ' $88,347 $88;347 City Management 464,366 528,372 548,643 584,054 536,054 536;054 • Human Resources 316,592 . 338,139 397,680 378;092 378,092 378,092 Network Services 662,375 630,791 937,982 963,101 963,101 963,101 Risk Management • 347,553 367,061 429,216 513,089 513,089. 513,089 Total City Admin. - by Division $1;883,062 $1 ;962,933 $2,432;432 $2,526,683 $2,478,683 $2,478,683 . A Budget By Fund - General Fund • $92,176 $98,570 $118,911 $88,347 $88,347 $88,347 Central Services Fund $1,790,886' $1,864,363 $2,313,521 $2,438,336 $2,390,336 $2,390,336 4 ^ l I h Total City Admin. - by Fund $1,883,062 $1,962,933 $2,432,432 $2,526,683 $2,478,683 $2,478,683 • 149 • Program Results • Parks and Recreation — Complete City of Tigard, City Parks Master Plans and con - Oregon • Basic city services provided to tinue to support youth activities citizens are cost effective and are (Youth Forum, Skateboard Park delivered without interruption. Mayor & Task Force). City Council • Tigard's interest in regional and • Downtown — Plan for commuter statewide issues is coordinated rail station, review zoning and with appropriate agencies and comprehensive plan standards, and jurisdictions. work with the Tigard Central Budget Unit: Business District Association, - • Tigard citizens are involved in Tigard Area Chamber of Com- 3110 the community and participate mercer and other interest groups for effectively. downtown redevelopment. ♦ Programs and activities are • Water — Continue to evaluate . available in the community to options for a long -term water meet the needs of a diverse supply. population. • Growth Management — Evaluate • External and internal City assets the results of the Bull Mountain are well managed and utilized. Study and work with residents to develop a course of action; monitor Program Description progress of the Durham Quarry • development, consider ways to The Mayor and Council represent the . support affordable housing; support legislative and policy head of City implementation of the Washington government. The Mayor and Court- - Square Regional Center Plan; and cilors are elected by citizens for four evaluate the feasibility of acquiring year terms on a non - partisan basis. a Tigard Post Office (instead of a The Mayor and Councilors serve on a branch post office). part-time basis. ♦ Library — Council members will The Council serves as the City's individually support promotion of Board of Directors and hires the City the library construction bond. Manager to run day to day opera- - tions. The City Council reviews, • . Communication - continue, to meet revises, and adopts City laws and with local, county; regional, and policies, and sets the overall direction state par' artners; continue to improve ' , of the City. and expand communication with • Tigard citizens through a variety of 2002 -03 Goals and Objectives formats; and support English -as -a- " Second- Language Programs in • Transportation — Explore funding Tigard. sources, work with Tri-Met to Gw,,ill ,� develop better service, and work . - � "'hI P�d i� i i i with the Oregon Department of �'°� - -"' Transportation on state-funded facilities.. ' 150 2001 -02 Accomplishments City of Tigard, . s • Participated in the Bull Mountain Oregon ♦ Forwarded.a new library bond Annexation Study to determine measure to the voters to consider whether to proceed with annex- ' on May 21, 2002. ation efforts in this area. Mayor & . .: City Council ♦ Approved the Transportation • Staff conducted a survey of afford- System Plan and associated able housing promotional policies Comprehensive Plan amendments. and incentives in other jurisdic- This Plan will be used to develop tions to facilitate a follow -up Budget Unit: the Streets Capital Improvement discussion with the City Council. • Program. 3110 ♦ Approved a resolution incorporat- • Formed a Youth Forum and , ing incentives to encourage Skateboard Task Force to move prompt connection to the City's forward in the goal to provide sewer system. recreational opportunities for youth. ♦. Met regularly with State-Senator kyan Deckert and State Represen- ♦ Supported efforts of the.Tigard tative Max Williams during the Central Business.District,in their legislative session: plan to revitalize downtown by providing assistance for promo- . . _ ' tional events such as the•Tigard Blast and the Holiday Tree Light- i ng; • Continued to move forward on the 'goal of " implementing the Park - . Master Plan by completing a segment of the Fanno Creek Trail; supporting the formation of a Dog - . Park Task Force; continuing to pursue a request that Washington • County collect Park Systems Development Charges in the Urban Services Area; completing Phase I of the Cook Park expan- sion; supporting a community involvement process for the Summerlake Park Master Plan; working with the Tigard- Tualatin School District to identify joint . A projects; and approving a number " of grants to improve trails and " �i�ifiu,pi�,� �1� parks. 151 . City of Tigard, WORKLOAD MEASURES Oregon 1999/00 2000/01 2001/02 2002/03 Mayor .& Population served 37,760 39,672 43,040 43,900 City Council Number of Council meetings 36 36 36 36 Average hours of Council meetings 3.40 3.50 3 3 Budget Unit: 3110 Number of ordinances adopted 31 30 26 30 Number of resolutions adopted 90 75 79 75 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Goals for•the City of Tigard are reviewed and updated by January 31 of each year N/A 100% 100% 100% Council takes final action on agenda items requesting Council action N/A . 95% 95% 95% A budget for the City of Tigard is adopted by June 30 of each year N/A 100% 100% 100% • FULL -TIME EQUIVALENT POSITIONS • 1999/00 2000/01 2001/02 2002/03 • • Mayor and City Council are paid $475 and $350, respectively, per • month, to compensate for time and expenses of service. They are not full time equivalent positions. • 1Ohl 152 • City of Tigard, Actual Actual Adopted Proposed' Approved Adopted . Oregon Description 1999/00 2000101 2001/02 2002/03 2002/03 2002/03 Mayor & Personal Services ' City Council , Positions 0.00 0.00 0.00 0.00 0.00 0.00 Wages $22,500 $22,500 $22,500 $22,500 $22,500 $22,500 Overtime 0 0 0 0 0 0 Benefits 15,871 14,483 24,216 22,519 . 22,519 22,519 Budget Unit: Total Personal Services $38.371 $36,983 $46,716 $45,019 $45,019 $45.019 3110 Materials & Services . Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services' 35,718 26,305 23,100 4,000 4,000 4,000 Repair & Maintenance 242 0 500 500 • 500 500 ' , . Miscellaneous Expense 1,485 3,429 1,745 1,355 1,355 1,355 Small Tools & Equipment 0 .' 0 0 0 0 " 0 • Office Supplies 7,396 5,279 4,750 4,200 4,200 4,200 Advertising & Publicity 3,452 1,556 '2,460 . 2,000 2,000 2,000 Fees /Dues /Subscriptions 0, 19,166 23533 24,480 24,480 24,480 Travel & Training • 4512 4,246 ' 15,683 • 6,793 6,793 6,793 ' Fuel Expenses ' , .. 0 . 0 0 0 0 0 . - Computer Software - 0 0 . 0 0 0 0 Rents & Leases 0 •0 0 0 0 0 Utilities 900 1,606 • 324 0 0 0 Insurance , •• 0 0 '0 - _ 0 0 0 ' Library Materials • 0 0 0 0 0 0 • Total Materials & Services $53,805 $61,587 $72,195 $43,328 $43,328 $43,328 , Capital Outlay L & Improvements $0 $0' $0 $0 $0 . ' $0 • - Building & Improvements .. 0 0 •, 0 0 0 0 ' Vehicles '. 0 0 .0 0 0 " 0 • Office Fumiture Equipment 0 0 0 0 0 0 Computer Equipment 0 .0 0. 0 . 0 0 Operation Equipment 0 0 0 , 0 0. 0 Total Capital Outlay $0 . $0 • . ' $0 .$0 $0 $0 Total Budget Unit $92,176 $98,570 $118,911 $88,347 $88.347 $88,347 . • /4 ' , ' • ---- 153 • Program Results s Facilitate the Visioning Program, City of Tigard, Tigard Beyond Tomorrow. Oregon s Tigard citizens have access to accurate information on current s Encourage the use of a variety of issues in a variety of formats. communication tools, including the City Cityscape, the City's web page, Management s Plans and programs are in place cable television programming, and • for coordinated management of use other means to make informa- the City's asets: tion available to citizens and ' employees. Budget Unit: s Tigard citizens participate in s Review and refine the information programs and activities that presented to the City Council. 3120 connect them with decision- makers and community members. • Seek other financing options by working with a consultant and the • City goals are met and progress Executive Staff on grant opportuni- communicated through coordi- ties for programs already identified. nated efforts of citizens and progress is communicated to 2002 -03 Goals and Objectives citizens. s Pursue grant programs to fund s Volunteer spirit is maximized existing, high priority City pro - through community -wide coordi- grams and projects. nation of volunteers. s Continue to explore new ways to Program Description ' , facilitate two -way communications with - the community and City staff, The City Management Division including enhancing the format and consists of the City Manager and - appearance of the Cityscape, ' staff supporting the activities of the adding people to the Community City Council and assisting in the Connector program, cable televi- overall management of City Pro- sion programming, and offering • grams. more services and information" on the City's web page. The City Manager is hired by the ' City Council to run the daily. affairs • Conduct Council packet training on of the City and-to implement policies an annual basis. adopted by -the Council. A major . ' ' . focus of this Division has'been to s ` Increase'use of volunteer assistance . improve communications between. in all.City departments. the City and citizens. Specific ' activities of this,Division include: • Explore potential of producing Cityscape online and maintaining a • • Communicate the from ' mailing list for those who would ' City Council on policies, laws, prefer•to receive-the publication in � ,i,m I and directives to the Executive _ the U.S. Mail. o��'II � St and employees. - . , • • . • 154 . 2001 -02 Accomplishments City of Tigard, Oregon • Completed a major review of the 1996 Visioning goals and target areas and- published the 2001 . Annual Report.. Management ♦ Developed an Agenda Process Guide and conducted two training sessions for staff on how to use Budget Unit: the guide as a reference tool when preparing City Council agenda 3120 items. • Entered into a contract with Randall Corporation to identify `sources and apply for grant fund- ing, for City projects. , • Department Communicator meet- ings regularly scheduled to facili- tate communication efforts in departments. - ♦ Press releases were published • every month with were, average of more than 80% picked up by at • • - • least one media source. A , "74 lowoh 1 • _ J 155 • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Cityscape published each month 12 12 12 12 City Management Tentative agendas maintained and distributed for review: to staff 52 52 52 52 • to Council 12 12 12 12 Budget Unit: Council goals are monitored and a 3120 report is issued four times a year N/A 4 4 4 Number of special cable broadcasts N/A 1 3 3 Number of Community Connectors N/A 50 38 100 Volunteer hours contributed 11,795 10,428 10,000 12,000 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Percentage of Cityscape articles describing programs or services that contain information or to give input N/A 90% 100% 100% • Percentage-of Cityscape issues that are delivered to residents on or before the last Saturday of the month N/A 80% 100% 100% Percentage increase in number of Community Connectors from last fiscal year N/A 100% (24 %) 163% Percentage in number of press releases - - that are submitted and then printed by at least one media source N/A . N/A 80% 90% Percentage of volunteers satisfactorily performing - specific tasks as requested N/A N/A 100% 90% A Volunteers.perform requested activities �iH n , , in all departments ( %) " N/A N/A 100% 90% ' ��e�� ! • 156 FULL -TIME EQUIVALENT POSITIONS City of Tigard, Oregon 1999/00 2000/01 2001/02 . 2002/03 City Administrative Specialist II 0.50 1.80 . 1.80 1.00 Management Assistant to City Manager 1.00 1.00 1.00 1.00 C Manager 1.00 1.00 1.00 1.00 City Recorder 1.00 1.00 1.00 1.00 Confidential Admin. Specialist II 0.00 . 0.00 0.00 0.80 Exec. Assistant to City Management 1.00 0.00 0.00 0.00 Budget Unit: Volunteer Coordinator 1.00 1.00 1.00 1..90, 3120 . Total 5.50 5.80 5.80 5.80 • • • 1441/4 __.. 157 • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 City Personal Services Management Positions 5.50 5.80 5.80 5 5.80 5.80 Wages $311,138 $327,713 $347,395 $347,416 $347,416 $347,416 • Overtime 0 20 0 0 0 0 Benefits 81,854 100,591 111,277 115,735 115,735 115,735 Budget Unit' Total Personal Services • $ 392, 992 $ 428,324 $458,672 $463,151 $463,151 $463,151 3120. Materials & Services Water Costs $0 $0 $0 . $0 $0 $0 ' Prof. & Contract Services 9,433 35,484 13,910 58,430 10,430 10,430 Repair & Maintenance 360 570 0 0 0 0 " ' Miscellaneous Expense 10,196 6,791 14,900 5,178 5,178 5,178 • Small Tools & Equipment 0 0 105. 0 0. 0 Office Supplies 12;320 14,759 10,350 8,950 8,950 8,950 Advertising & Publicity 26,510 ' 22,267 31,525 33,531 33,531 33,531 ` Fees/Dues /Subscriptions 2,942 10,136 7,864 6,995 6,995 6,995 Travel & Training 8,517 9,757 10,748 7,520 7,520 7,520 . Fuel Expenses 0 0 0 0 0 0 Computer Software 0. 0 149 149 149 149 Rents & Leases 0 0 0 0 0 0 Utilities 347 284 420 150 150 150 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $70,625 $100,048 $89,971 $120,903 $72,903 $72,903 • Capital Outlay - Land & Improvements' • $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 ' • Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 749 0 0 0 0 0 Computer Equipment 0 0 0 0 0 0 ' Operation Equipment 0 0 0 0 0 • 0 Total Capital Outlay $749 $0 $0 $0 $0 $0 ' Total Budget Unit $464,366 $528,372 $548,643 $584,054 $536,054 $536,054 • ., 158 '. Program Results 2002 -03 Goals and Objectives City of Tigard, Oregon . ♦ The City attracts, develops, • Continue progress on developing motivates, and retains high succession plans for the City Human quality employees, with consider departments. ation to financial resources and ' ReSOUrces • Work with the Finance Department effectiveness. to research and review new inte- ♦ The City complies with local, grated Human Resources/Finance state, and federal employment information systems. Budget Unit: laws. . ♦ Evaluate future health insurance 3130 ♦ Human resources support and costs and options, and implement assistance is provided to internal any changes to the health insurance customers. benefit package for City employ- ees. P rogram Description • • Upd'ate and revise personnel poli- The Human Resources Division cies, compensation/benefit pro- . - provides effective human resource - grams, and procedures as needed to - - • management to the organization by ,respond to workplace issues and developing and implementing poli -, organizational objectives. - cies, programs; and services which contribute to the attainment of City • Develop and present citywide and employee goal's and which will employee recognition and informa- . attract and retain the best qualified tional events. • employees, maintain compliance • with employment laws .and= govern- • Continue to provide assistance and , • ment regulations, and provide super- advice to department.managers - uisory personnel with the training, regarding human resource issues. , support, and assistance to :effectively ' lead. Services provided include . • Provide on -site training for supervi- - employee benefit programs, recruit- sort' staff regarding important meet and selection, j ob classification, , employment issues and managerial " wage', administration, labor relations, tools. e ' - employee training; dispute re tion, performance management, 2001 -02 Accomplishments ' personnel policy development and , administration, employee relations, • Completednegotiations and imple- - equal employment opportunity, mented new OPEU (general em- personnel records administration, ployees) labor contract. human resource information systems, employee training, special events, • • Completed negotiations /mediation/ employee communications and arbitration, with eventual imple- . publications, wellness programs; mentation. of labor contract for i Ali o i i A - employee recognition,. and new TPOA (Police). l' 1 1 employee orientation. . 159 s Implemented conversion to new City of Tigard, health insurance plan options for Oregon Management Group Employees and OPEU represented employees Human including negotiations,-informa- tional meetings, and enrollment; Resources established and coordinated citywide Employee Health Plan Committee to assist in selections. Budget Unit: • Developed, Employee Benefit Statement for employees detailing 3130 employer andben- efit overview for each employee's benefit package. • Developed and implemented an incentive program for the Em- ployee Commute Program to meet Department of Environmental Quality (DEQ) employer require- ments. • Conducted training for employees on Effective Presentations, Perfor- mance Management, Pension Reform, and Labor Contract • Administration. • Completed 80 citywide job re- cruitments. • Presented the fifth annual Em- ployee Benefit Fair with over 130 employees attending. ♦ Began succession planning pro- gram with Executive Staff. • Enhanced use of the internet and the City's website as a,iecruitment - source. • x fijv • 160 City of Tigard, WORKLOAD MEASURES Oregon 1999/00 2000/01 2001/02 2002/03 Human Resources Number of recruitments 100 50 80 80 • Total number of job applications _ received 2,600 1,000 2,500 3,500 Budget Unit: Total number of employees attending 3130 City training classes 200 150 150 135 Total number of training classes offered 14 10 8 6 • Total number of City FTE 252.20 253.88 261.30 260.45 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Employees successfully • completing probation (%) N/A 75% 80% 80% Employees participating in City events (%) • N/A - 35% 50% 50% Employees still employed after , five years (%) • N/A 65% • 61% 65% FULL-TIME EQUIVALENT POSITIONS • 1999/00 2000/01 2001/02 • 2002/03 • Human Resources Assistant 1.00 1.00 1.00 • 1.00 • • Human Resources Director 1.00 • 1.00 • 1.00 1:00 • Senior HR/Telecomm. Analyst 0.50 0.50 0.00 0.00 Senior Human Resources Analyst 1.00 1.00 2.00 • 2.00 • /4 . 1 / 4111/ 4 1 wAiii''\ • Total 3.50 3.50 • 4.00 4.00 ANI„ • 161 • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 , Human Personal Services • Positions 3.50 3.50 4.00 4.00 4.00 . 4.00 Resources Wages $182,968 $191,549 $233,194 $236,554 $236,554 $236,554 Overtime 0 0 0 0 0 0 , Benefits 45,957 54,714 65,796 75,463 75,463 75,463 Total Personal Services • $228,925 $246.263 $298,990 $312,017 $312,017 $312.017 Budget Unit: . 3130 Materials & Services - . Water Costs $0 $0 $0 $0 $0 $0 ' Prof. & Contract Services - 59,177 69,037 52,125 28,570 28,570 28,570 . Repair & Maintenance .60 0 0 0 0 0 Miscellaneous Expense 9,437 6,624 10.400 8,900 8,900 8,900 Small Tools& Equipment 0 0 • 0 0 - 0 . 0 Office Supplies 8,468 8,686 18,253 13,150 13,150 13,150 Advertising & Publicity 572 0 0 0 0 0 • Fees /Dues /Subscriptions 4,388 2,671 • 5,612 3,855 3,855 3,855 Travel & Training 5,112 4,858 ' 12,300 11,600 11,600 11,600 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 • 0 0. 0 0 Rents & Leases 0 0 0 0 0 0 Utilities 23 0 0 0 0 0 Insurance 0 0 0 0 0 .0 Library Materials 0 0 0 0 0 0 Total Materials & Services $87,237 $91,876 $98,690 $66,075 $66.075 $66,075 Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0• Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 430 0 0 . 0 0 0 • Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 . Total Capital Outlay $430 $0 $0 • $0 $0 • $0 Total Budget Unit $316,592 $338,139 $397,680 $378,092 $378,092 $378,092 ' 162 - • Program Results citizens and staff had a more City of Tigard, reliable, dependable network with Oregon • Staff provides the most cornpre- which to work. hensive, timely information to the Network citizens of Tigard. • The redesigned City website was • launched on January 2, 2002. Services " ♦ Staff provides rapid, dependable communication to the citizens of • Increased internet access from 10 Tigard. to 1,000 megabits per second. This made accessing the internet Budget Unit: , • Network Services provides much faster, enabling staff and support and assistance to internal citizens to acquire the information 3140 customers: they need to perform effectively. Program Description • Installed a new. SQL database server in the Police Department. The Network Services Department is This database provides up to the responsible for all the 'technological , , minute crime information so the areas of. the City. .It provides com- patrol officers have the latest -Outer systems installation-and main- ' possible information when,they go tenance, telephone inventory out on patrol. usage, and television facilities to all City departments: • Installed anew telephone system to achieve amore reliable, ex= 2002 -03 Goals and Objectives pandable telecommunications system. -" • Expand the use of gigabit data • A new television studio was built transmission: speeds. This will in City Hall. Paid for -by a grant increase the speed: at•which staff from AT &T, the City now has the and citizens will be able to ability to televise live or taped acquire information., events that take place in the Town Hall. In addition td City Council • Continue to expand the use of the meetings, Citizen Involvement City's website. Changes and Team (CITYmeetings, Planning additions to the website will be , Commission, and Citizens Police driven by City Council directives Academy are now being - televised. as well as citizen requests. ♦ Contracts for - desktop computers 2001 -02 Accomplishments and laptop that are renewable up to five years depend- ♦ Network Services surpassed its ing on projected costs were Bevel- A projected goal of 99% uptime for • oped and approved. the City network. The only significant downtimes were for /i�,�, intemet access, and. that was ��P ��!��I I • caused by problems out of Tigard control. The result is that the 163 • • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Network Number of computers 200 225 260 275 Services Number of servers N/A 10 11 12 Volume of data used by City departments (gigbytes) N/A 50 - 60 80 Budget Unit: 3140 Number of service calls N/A N/A 1,700 1,800 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Network up -time ( %) N/A 98% 99% 99% Service calls fixed on first call ( %) N/A 80% 80% 85% • City staff rating service good or excellent ( %) N/A N/A 85% 87% FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 200.1/02 2002/03 Network Assistant 1.00 1.00 1.00 1.00 Network Services Director 1:00 1.00 1.00 1.00 Network Technician 1.00 1.00 3.00 2.00 Police- Systems Specialist 0.00 0.00. 1.00 - 1.00 Senior HR/Telecomm. Analyst 0.50 0.50 0.0.0 0.00 Senior Network Technician 1.00 1.00 1:00. 2.00 Web Administrator 0.00 0.00 1.00 1.00 • Total 4.50 4.50 8.00 8.00 A , • • • 164 • - . City of Tigard, ' Actual Actual Adopted Proposed Approved Adopted Oregon • Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Network. Personal Services . Services Positions 4.50 4.50 8.00 8.00 8.00 8.00 • Wages $207,343 $211,367 $358,176 $417,391 $417,391 $417,391 Overtime 6,807 5,427 0 7,452 . 7,452 7,452 Benefits - 61,801 66,144 108,065 148,143 148,143 148,143 Budget Unit: Total Personal Services $275,951 $282,938 $466,241 $572,986 $572,986 $572,986 3140 Materials & Services . Water Costs $0 . $0 $0 $0 $0 $0 Prof. & Contract Services 48,347 35,673 39,950 51,147 51,147 51,147 Repair & Maintenance 46,191 44,191 29,120 10,000'. 10,000 10,000 . Miscellaneous Expense 50 17 ' 0 502 502 502 Small Tools & Equipment 0 0 420 0 0 0 Office Supplies • 13,425 168,406 215,642 210,240 210,240 210,240 ' Advertising & Publicity .814. 1,366 . 814 800. . 800 800 , Fees/Dues /Subscriptions . 2,021 35,453 7,595 16,650 16,650 16,650 ' Travel & Training _ : 6,148. , 1,452 3,015 .4,850 4,850 4,850 Fuel Expenses 0 0 0, 0 0 0 Computer Software 117,692 57,838 102,505 35,773 35,773 35,773 Rents.& Leases , 0 0. . 0 0 0 0 . Utilities 245 '589 64,680 60,153 60,153 60,153 • . . Insurance 0 0 0 . . 0 , 0 0 ' Library Materials • 0 '0 • 0 0 0 0- Total Materials & Services. $234,933 $344,985 $463,741 $390,115 ' $390,115 $390,115 Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building ' &, Improvements , 0 0 ,0 . • • 0 0 0 _ ', Vehicles 0 0 0. 0 0 0 • Office Furniture_& Equipment 9,960 0 0 0 0 0 , Computer Equipment 134,032 2,868 8,000 0 0 0 ' . Operation Equipment 7,499 . • 0, 0 0 . . 0 0 . Total Capital Outlay . $151',491 $2,868 58,000 $0 • $0 $0 . ' Total Budget Unit $662,375 $630,791 $937,982 $963,101 $963;101 $963,101 • hnAlipivlil (\ 165 • ' Program Results 2002 -03 Goals and Objectives City of Tigard, Oregon • The City's employees and assets o Reduce liability from poorly are protected from harm and written contracts. • adverse financial impact. Risk o Protect citizens, City operations, Management o Prompt, effective, and efficient and provide response during services are provided to internal emergencies citywide. and external customers. o Reduce liability exposures from Program Description noise exposures in the work place. Budget Unit: 3150 This Division provides risk manage- o Maintain relationships with other ment services to the City Council and organizations to keep services all departments in the City. The ' effective and efficient. Senior Analyst/Risk Manager reports directly to the City Manager. • Complete job analysis review of more hazardous jobs to reduce Risk Management provides a compre- injury liability. ' hensive program, which ensures the following citywide results are o Review and coordinate citywide achieved: _ office space utilization to create better service for customers and . o Protection against the financial con- efficient work environments. ` • - sequences of accidental losses that are catastrophic in nature. o Maintain and, enhance communi- • cation with citizens. o Preservation of assets and service capabilities from loss, destruction, • Vision process update. or depletion. 2001 -02 Accomplishments • Minimization of the total long -term • . cost of all activities related to the o Developed and implemented the identification, prevention, and con- use of updated boilerplate con - trol of accidental losses and their tracts and in -house assistance consequences. given to departments in an attempt to reduce the, need to use attorney • Creation of a system of internal pro- services, reduce liability expo- . , . cedures providing- a constant reas- sures, and contain costs. , ' sessment of fluctuating exposure to - loss, loss bearing capacity, and o Conducted ergonomic reviews of ' available financial resources, in- employee workstations and fol- - cluding insurance. - . lowed up 'those reviews to assure • _ changes were made to make the • • Establishment, to the extent pos- work area ergonomically correct sible, of an'exposure -free work and for the individual employee. . service environment in which per- - iiy,�,��„N�� I , sonnel as well. as members of the • Updated Hearing Conservation . 1 I public can enjoy safety and security Program citywide and provided in the course of their daily pursuits. training. . 166 • • Released new software package City of Tigard, to all computer users in the City, Oregon which will assist employees to quickly identify correct emer- gency response procedure for Risk exposure to - chemicals /substances Management found in the work place. • Electronic filing of all claims was • :' implemented for general liability, Budget Unit: auto, property, and workers compensation, which saves time 3150 and reduces chance of errors. • Targeted intervention assistance • . and safety audits provided to departments with liability, safety, and employee training concerns. • • Indoor Air Quality testing pro- vided as needed to assure healthy building environments for all ' employees and citizens.. . . " • Conducted a self - insurance review based on costly, hardening insurance market. • Received strong safety record • . recognition from League of , Oregon Cities with a'Gold Cer- tificate and Outstanding Risk- . Management Program award from SAIF. 40091 I L 167 • City of Tigard, Oregon WORKLOAD MEASURES Risk 1999/00 2000/01 2001/02 2002/03 Management . Customer Service Number of risk staff dedicated • • to . risk work 1.08 1.08 1.08 1.08 Budget Unit: Number of City. FTE 252.20 253.88 261.30 260.45 3150 Administration • Number of documents reviewed for•risk transfer or assessment ' N/A 10 35 50 Number of risk assessment consultations conducted N/A 50 56 60 Property/Casualty Liability Claims Number of claims 64 36 36 40 Number of claims closed 61 34 16 30 - Number of liability claims closed with no payment 32 21 10 20 Fleet • . Number of vehicle accidents 32 15 22 26 Number of vehicles totaled 2 0 . 0 0 Number of preventable auto accidents 13 9 14 10 Real Property Total insured value of City real property (millions) $28.2 $29.0. $30.8 $32.0 Safety Committee Number of safety hazards identified 32 . 50 . 40 70 Worker's Compensation Number of claims processed • 41 14 20 25' Number of employees with multiple ' claims within 12 months 4 ' 1 0 0 _ Number of claims resulting in appeal 3 , 1 0 0 . , _4 V ' . 168 • City of Tigard, . Oregon EFFECTIVENESS MEASURES Risk . 1999/00 2000/01 2001/02 2002/03 Management Customer Service Direct customers surveyed who rate risk management services as Budget u good or better ( %) N/A N/A 75% 75% 3150 Administration Contracts reviewed and returned to departments for approval within 24 working hours of request ( %) N/A N/A 83% • 90% Assessments conducted within 24. working hours of request N/A ... . 50% 55% 65% ' Citywide Safety Committee • hazards and deficiencies corrected within sixty days of inspection ( %) • 53% 54% 95% 96% Worker's Compensation Worker's Compensation experience Modification factor 0.97 1.02 0.88 0.85„ (1.0 = industry FULL TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Risk Management Technician 1.00 1.00 1.00 1.00 Senior Management Analyst/Risk 1.00 1.00 1.00 1.00 Total 2.00 2.00 2.00 2.00 • 169 • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 • Risk Personal Services Positions 2.00 2.00 2.00 2.00 2.00 2.00 Management Wages $96,658 $100,761 $109,780 $107,793 $107,793 $107,793 Overtime 0 58 0 0 0 0 Benefits 31,396 32,924 36,856 37,838 37,838 37,838 Total Personal Services $128,054 $133,743 $146,636 _$145,631 $145,631 $145,631 Budget Unit: . . 3150 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services . 14,621 2,974 21,025 1,015 1,015 1,015 Repair & Maintenance 0 0 0 0 0 0 Miscellaneous - Expense 473 333 0 144 144 144 Small Tools & Equipment 0 0 210 0 0 0 Office Supplies 2,745 3,225 4,900 3,550 3,550 3,550 Advertising & Publicity 0 0 0 0 0 0 Fees /Dues /Subscriptions 1,628 1,485 1,375 1,105 1,105 1,105 . • Travel & Training 3,587 3,842 5,085. 4,120 4,120 4,120 • Fuel Expenses , 0 0 0 .0 . 0 0 Computer-Software 0 0 0 0 0 0 • Rents & Leases 0 0 0 0 0 0 Utilities 238 160 200 147 147 147 . •Insurance 195,433 221,299 249,785 357,377 357,377 357,377 Library Materials ' 0 0 0 0 0 0 ' Total Materials & Services $218,725 $233,318 $282,580 $367,458 $367,458 $367,458 Capital Outlay • Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment. 774 0 0 0 0 0 Computer Equipment 0 0' 0 0 0 0 Operation Equipment 0 0 0 0 0 0 ' Total Capital Outlay $774 $0 $0 $0 $0 $0 ' • Total Budget Unit . • $347,553 $367,061 $429,216 $513,089 $513,089 $513,089 • • • . 170 • • • City of Tigard, Oregon Finance Department F1NANCE Finance • Administration Financial Operations • • Administrative • Services • Actual Actual Adopted Proposed Approved Adopted Description 1999100 2000/01 2001102 2002/03 2002/03 2002/03 # Positions 21.00 23.75 24.80 23.80 •' 23.80 23.80 Personal Services $985,074 $1,120;967 $1,329,420 $1,363,460 $1,363,805 $1,363,805 . Materials & Services 320,752 322,017 .462,299. 389;161 • 434,161 434,161 Capital Outlay 18,426 4,604 0 15,000 • 15;000 ' 15,000 Total Finance - by Category $1,324,252 $1,447588 $1,791,719 • $1,767,621 $1,812,966 $1,812,966 Budget By Division Finance $105,682 $176,911: $273,149 $246,759 $292,104 $292,104 Financial Operations 643,140 699,379 809,870 830,891 830,891 830,891 Administrative Services 575,430 571,298 708,700 689,971 689,971 689,971 Total Finance - by Division $1,324,252 $1,447,588 $1,791,719 $1,767,621 $1,812,966 $1,812,966. Budget By Fund General Fund . 180,820 196,067 ' 266,827 210,060 210,060 210,060 Central Services Fund $1,143,432 $1,251,521 $1,524,892 $1,557,561 $1,602,906 $1,602,906 / /H*, i y 6\ . 0 �� IP)�I Total- Finance -•by Fund $1,324,252 $1,447,588 $1,791,719 $1,767,62.1 $1,812,966 $1;812,966 • 171 • Program Results Finance Administration has taken the City of Tigard, lead in reviewing all City fees and Oregon • The City builds and maintains a charges to make sure they are set to strong financial position. appropriately recover City costs. In addition, franchise management issues Finance continue to be of concern, with ♦ The Finance Department contrib- Administration utes to the attainment of the Qwest's recent refusal to pay City Tigard Vision and supports Coun- franchise fees. Finance Administra- cil and departmental operational tion has also led a cooperative effort goals. of 24 cities to audit franchise revenues from Portland General Electric and is Budget Unit: Program Description developing,an audit plan for other 3210 - utility franchise fees. Finally, the The Director of Finance reports Division has begun an on -going directly to the City Manager and is review of city services for possible responsible for all financial transac- privatization. tions of the City. This budget unit supports the activities of the Director. 2002 -03 Goals and Objectives The Department of Finance includes Finance Administration, Financial • Continue a cooperative effort with Operations, and Administrative other Oregon cities to audit fees Services. paid by local franchise holders. Activities of the Finance Administra • Review and update financial tion budget unit include the annual planning: and budget processes to budget process; long range financial further streamline and improve planning; review and processing of all them. requests for new utility franchises from the City; financial advice to the • Provide financial and policy City Council, boards, committees, and support to other City departments departments; and the management and as needed on special projects. issuance of debt for general and enterprise activities. ♦ Review selected City services to identify costs and benefits of The Finance Administration Division privatizing those services. is actively working to anticipate issues and to develop policies and proce- Issue Library General Obligation dures to 'allow the City-to deal with bonds. these issues as they occur. The Division has, therefore, been more • Provide financial analysis support active in addressing policy and pro- , (including capital 'financing cess. Prime among the issues dealt options) if the Council decides to with in FY 2001 -02 and expected to promote the annexation of Bull continue in FY 2002203 is the pro- Mountain. jected financial condition of the - General Fund. The. General Fund is ♦ Provide financial analysis support presently strong, but it will take (including capital financing /i 0fi i ' . diligence to maintain that strength. options) for implementation of the �I�N�I'(� g g 1 1 Washington Square Regional Plan. 172 • • ' • Provide ongoing support to the ♦ Developed and conducted a long City of Tigard, Library in review of Washington range planning/priority setting Oregon County Cooperative Library exercise for Executive staff. Service funding issues. . ' ♦ ' Conducted a review of Meter Finance • Review the City's financial , Reading functions to determine Administration software system for possible whether that function should be replacement,or upgrade. continued using City staff or be . contracted out. 2001 -02 Accomplishments ♦ Provided financial and policy Budget Unit: • Developed a schedule of all City analysis support for the Bull 3210 fees and charges and developed a Mountain Annexation Study, the process to review these fees and Washington Square Regional Plan . charges on a regular basis. Placed development, Washington County these fees and charges in a master Cooperative Library Service local resolution to facilitate annual option property tax levy develop- ' - review as required by City Code. ment, and the Tigard New Library . , - bond measure... ' • Enhanced: support , to departments for annual rate reviews and rate • Arranged 3.9% financing for 10 setting. years for the Cook Park Master Plan , improvement project. - ' • Provided more active support to . departments in' dealing with ♦ Developed new citywide grant financial issues. • application and management • procedure to ensure compliance . • Enhanced Franchise Management with all grant rules and regula- , by initiating a regular audit tions. program in cooperation with . other Oregoncities. ♦ Reviewed and updated Local . Improvement District financial ♦ Completed an audit, of Portland management, procedures. General Electric franchise fees in • . ' . consortium with 23-other Oregon . cities which recovered $3.273 " . . million in total and $310,786 for Tigard. . • Enhanced Finance/Financial . Operations support functions to improve paper flow, maintain key financial records, and to free staff . to concentrate on enhanced customer service. ♦ ' Improved and enhanced the " 49/,, pol financial planning and budgeting �'1 P�N��tj � ! �' processes. 173 • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Finance Number of franchise audits 0 1 1 1 Administration Number of funds managed 26 26 30 30 Number of budgetary units (divisions) 35 35 33 33 Budget Unit: Number of City franchises 9 14 16 15 3210 EFFECTIVENESS MEASURES • 1999/00 2000/01 2001/02 2002/03 Average return City investment pool N/A 6.0% 5.5% 4.4% The City's general obligation bond rating is Al or higher Al Al Al Al Number of departments rating Finance Department services as good or excellent N/A 3 7 7 Tigard receives the GFOA Distinguished Budget Presentation Award Yes Yes Yes' Yes Change in franchise fee collections: Electric 0.00% 2.86% 42.36% 18.18% • Telephone (2.60 %) (0.74 %) (7.68 %) 23.38% Natural Gas 16.00% 13.98% 19.68% 2.00% Solid Waste (1.05 %) 6.45% (0.27 %) 2.00% Cable TV (16.15 %) 15.05 7.72% (13.44)% • FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Budget and Financial Reporting Analyst 0.00 0.00 1.00 1.00 Director of Finance 1.00 1.00 1.00 1.00 4i Senior Administrative Specialist 0.00 1.00 1.00 1.00 .. ' '�IP�k IM�II .l • Total • 1.00 - 2.00 3.00 3.00 174 City of Tigard, Actual Actual Adopted Proposed Approved Adopted Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Oregon Finance Personal Services . Positions 1:00 2.00 3.00 3.00 3.00 3.00 - Administration Wages . $73,481 $108,656 $165,349. $162,441 $162,441 $162,441 Overtime 86 .55 257 311 311 311 Benefits 12,429 28,370 45,423 46,384 46,729 46,729 Total Personal Services $85,996 $137,081. $211,029 $209,136 $209,481 $209,481 Budget Unit: 3210 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 7,608 28,087 39,000 14,000 59;000 59,000 Repair & Maintenance 53 0 0 0 0 0 Miscellaneous Expense 173 62 36 . .926 926' 926 ' Small Tools & Equipment 0 0 0 ' 0 , 0 0 . Office Supplies 1,898 2,886 7,500 4,845 4,845 4,845 Advertising & Publicity 5,076 . 7,466 6,975 . 8,825 . 8,825 8,825 . Fees /Dues /Subscriptions 800 75 1,525 . 1,525 1,525 1,525 ' - Travel ' &Training 1,588 1,254 6,874 _ 7,502 ' 7,502 ' Fuel Expenses . 0 - -0 0 0 0 0 • Computer Software . 0 0 , 0 0 0 0 • - - Rents & Leases 0 0 0 0 0 0 Utilities , 23 0 210 0 0 0 Insurance _ 0 0 - 0 0 0 0 Library Materials ' 0. 0 0 0 0 . 0 Total Materials & Services _ $17,219. $39,830 $62,120 $37,623 $82,623 $82,623 Capital Outlay - Land &Improvements • $0 $0 $0 , $0 $0 $0 .. . Building & Improvements ' 0 0 0 0 0 0 Vehicles • . . 0' ' 0 . 0 • . 0. • 0 0 ' .Office Fumiture & Equipment . 2,467 0 • • ,0 ' 0 0 0 Computer • Equipment • . _ 0 , .0 : 0 0 0 . 0 . Operation Equipment ' 0 0 0 0 0 0 Total Capital Outlay $2,467 ' • $0 $0 $0 '$0 $0 Total Budget Unit $105,682 $176,911 $273,149 $246,759 $292,104 $292,104 'cam . -� 175 . • Program Results 2002 -03 Goals and Objectives City of Tigard, Oregon • The.Division contributes to the • Implement GASB 34 requirements Finance Department's overall by July 1, 2003. desired result of building and Financial maintaining a strong financial • Complete annual audit and issue Operations position for the City. Comprehensive Annual Financial Report by November 15, 2002. • Financial and management report- ing being provided to City depart- • Participate in the City's annual ments meet both local.budget law budget process with adoption by Budget Unit: and general governmental ac- the Council before July 1, 2003. 3230 counting standards as well as • Complete a business process meeting informational needs of review to improve customer City programs. service and identify needed pro- - • Support of City programs and cess improvements. departments in minimizing or • Review rates and penalties (busi- reducing the cost of doing busi- ness tax and other miscellaneous ness through effective purchasing revenues) and make appropriate and contracting initiatives. recommendations for change to • City Management and Council • Maximize revenue sources to the , , City. • Complete, annual review of solid waste hauler's financial reports Program Description and,report result to City Manage- ment and Council by May. 1, 2003. - This Division includes utility billing, accounts receivable, accounts payable, • Complete implementation of the - payroll, fixed assets, lien searches, . outsourcing of utility bill receipt- ' ' ' inventory recording-and reporting, ing. general ledger, business tax, central- ized purchasing; special assessments • Complete transition of coordina- billing, solid waste management, and tion.and oversight City's the preparation of financial and contract manual from Risk Man- special .request reports: agement by December 31, 2002. . The major factors affecting .the budge 2001 -02 Accomplishments for FY 2002 -03 will be'the need to implement GASB 34, outsourcing of •. Completed the .annual audit and the 'receipting•of water payments, issued the Comprehensive Annual costs associated with the annual rate Financial Report for FY 2000 -01. ' .review , of solid waste rates, and the • potential implementation of the Received the Government Finance ' receipting for new revenue: sources Officer's Association (GFOA) • • ,, that are being considered by a citizen - Award for Excellence in Financial - committee. Reporting for FY 1999 -00. ��'1p�kl'�I • 176 , • Implemented an online program City of Tigard, so customers can pay their utility Oregon bill from the City's webpage. ' • Implemented a citywide procure - Financial ment card program. Operations ♦_ Provided additional locations for utility billing drop box payments. ♦ Worked with a citizen group to Budget Unit: develop new solid waste rates 3230 effective January 1, 2002. • Implemented a system for ven- dors to download request for proposals (RFPs) and invitations • to bid from the City's website.. • Revised Local Contract Review Board operating guidelines in the Tigard Municipal Code. . • Implemented an Intergovernmen- tal Agreement with Clark County, Washington for receipt- ing.of utility bill payments. • • Revised the City's investment policy and received review and • approval from the Oregon Short- ' term Investment Board and the City Council. _ 177 WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Financial Payroll checks processed 7,200 6,928 6,800 6,800 Operations Accounts payable checks N/A 6,924 7,956 7,200 Check requests /invoices processed 19,200 19,080 20,808 20,000 Budget Unit: Number of water accounts N/A 15,764 15,872 16,253 3230 Number of utility bills sent 96,000 100,166 102,528 104,628 Number of water meters sold 450 660 350 358 • Number of purchase orders processed 1,000 763 1,071 1,092 Number of business tax accounts 2,913 3,184 3,050 3,296 Size of investment pool (LG1P and 3rd Party) (millions) $32.0 $35.9 $35.0 $45.0 • EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Financial Reports accurate and released on time N/A 100% • 100% 100% Council and departmental requests for information/analysis responded to within one week ( %) N/A 90% 90% 95% • • 178 • EFFECTIVENESS MEASURES (CONT.). City of Tigard, Oregon 1999/00' 2000/01 2001/02 2002/03 Financial Ratio of current water bills 60 days Operations past due to total billed N/A 2.56% 2.00% 1.50% Payroll processing, distribution, and reporting is accurate, and prepared, and released on time N/A 98% 100% 100% Budget Unit: 3230 Ratio of nonpayment of Business Tax • to total accounts N/A 4.0% 2.0% 1.5% Number of departments rating Financial Operations Division service as good or excellent N/A 7 7 7 Receive GFOA Award - Consolidated Annual Financial Report Yes Yes • Yes Yes • FULL-TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Accounting Assistant II 3.00 3.00 2.00 2.00 Budget and Fin. Operations Mgr. 100 1.00 1.00 11.00 • Budget/Fiiiance Analyst - 1.00 1:00 1.00 1.00 Buyer 1.00 1.00 2.00 2.00 Senior Accountant 1.00 1.00 1.00 1.00 Senior Accounting Assistant 100 3.00 - 3.00 .3.00 Utility Worker II 0.00 0.75 0.80 0.80 Total 10.00 10.75- 10.80 10.80 • b„A $ 179 • • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Financial Personal Services Positions 10.00 10.75 10.80 10.80 10.80 10.80 Operations Wages $365,088 $425,786 $445,865 $472,205 $472,205 $472,205 Overtime 16,447 3,672 4,110 4,140 4,140 4,140 . • Benefits 106,686 137,359 160,056 174,252 174,252 174,252 • Budget Unit: Total Personal Services $488,221, $566,817 $610,031 $650,597 $650,597 $650,597 3230 . Mate & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services. 116,382 91,317 115,117 112,186 112,186 112,186 _Repair & Maintenance 2,371 2,142 1,960 2,133 2,133 • 2,133 Miscellaneous Expense 44 1,311 1,726 876 876 876 Small Tools & Equipment 0 . 0 14,120 14,120 14,120 14,120 Office Supplies 13,735 28,341 47,759 34,912 34,912 . 34,912 Advertising & Publicity 1,615 1,467 2,605 2,300 2,300 2,300 Fees /Dues /Subscriptions - 4,072 3,254 4,348 4,378 4,378 4,378 Travel & Training 5,261 3,646 11,454 8,439 8,439 8,439 Fuel Expenses 34 1,067 650 900 900 900 . Computer Software 2,400 0 0 0 0 0 ' Rents -& Leases 0 0 0 0 . 0 . 0 Utilities. 40 17 100 50 50 50 Insurance 0 0 0 0 0 . 0 Library Materials 0 0 0 0 0 0 • Total Materials & Services $145,954 $132,562 $199,839 $180,294 $180,294 $180,294 Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 8,965 0 0 0 0 0 . Computer Equipment 0 0 0 0 0 0 • Operation Equipment 0 0 0 0 0 0 , Total Capital Outlay • $8,965 $0 $0 $0 $0 $0 Total Budget Unit $643,140 ,$699,379 $809,870 $830,891 $830,891 $830,891 A illi l iI\ , • i ' . • - • . . ' 180 Program Results ♦ Evaluate the feasibility of consoli- - City of Tigard, - dating support services for Finance, Oregon • Centralized and efficient cus- City Administration, Engineering, - tomer support is provided to Community Development, and the customers. Library. Office Services • The City's website provides the •, Coordinate the annual Finance public with comprehensive Department customer service information about the City and its survey. services. - , ♦ Conduct customer service survey Budget Unit: Program Description related to the room reservation 3320 process. Office Services is part of a three- section division-managed by the 2001 =02 Accomplishments . Administrative Services Manager. The Administrative Services Man- • ager reports to the Finance Director. • A vehicle check -out system for fleet vehicles was implemented. • . Office Services is a general clerical . City staff reserves the - vehicles on a unit that provides support to all City , regular basis resulting in better use • departments. This support includes of City resources. mail services, switchboard coverage, coordination of copier .maintenance, • Re- designed the City's website, . . and purchasing, of paper products. presented the site to City Council, • • Departments also request help with 'and launched the site as planned on copy_ projects, data entry; filing, and January 2, 2002. Feedback on the desktop publishing projects.. Add- site has been very positive. tionally;• staff provides assistance to . ' the public through coordination of • The main copy machine was room reservations; direction of phone replaced with a digital copier. calls, and inquiries received- through the City's website.. The Information Down time has been significantly Processing Technician is an integral reduced with the: new machine. part of the - City's new web team. She is responsible for content manage- • The software used to reserve rooms ment, which includes maintaining, and equipment was successfully updating, and expanding current - upgraded to the latest version. ' . content. - • Ari external.customer satisfaction 2002 -03 Goals and Objectives survey for the room reservation process was completed. Customer • Continue work with the Web comments were very favorable. Administrator and Web Commit- ' tee to improve information and • The second annual customer ' services provided through the = City's website. service survey for the Finance • Department was completed: ■ Evaluate the services provided by iy',,,,��Hi�,uip�l lii'�' Office Services to determine if • `.... - City staff needs are being met ' with current staffing levels. , '.181 WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Office Average number of switchboard Services calls per day 476 504 520 535 Average number of work projects per month ' N/A . 60 77 79 Budget Unit: - Average number of pieces of mail 3320 - sent per month 6,280 5,628 6,245 6,430 Average number of hours spent on room reservations per month N/A 30 30 30 Average hours per month spent developing and maintain the City's website 15 23 40 25 EFFECTIVNESS MEASURES 1999/00 2000/01 2001/02 2002/03 Staff rating Office Services . response and accuracy as good or excellent ( %) N/A 100% 90% 100% Outside users of City rooms • rating customer service as good or excellent ( %) N/A 90% 90% 95% Users that return to the City's website for information ( %) N/A 30% 40% 30% - : • FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Administrative .Specialist I 1.00 1.00 1.00- 1.00 . • • Administrative Specialist II 1.00 1.00 1.00 1.00 • �Hr�ad� Information Processing Tech. 1.00 1.00 1.00 1.00 . ��p �� ( PBX Operator 1.00 . 1.00 1.00 - 1.00 Total 4.00 4.00 4.00 4.00 • 182 • - ' • v - City of Tigard, • Actual Actual Adopted Proposed Approved Adopted • Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/0 Office Personal Services Positions 4.00 4.00 4.00 4.00 4.00. 4.00 Services . Wages .$122,110 $120,918 $131,228 $135,330 $135,330 $135,330 Overtime 29 67 103 107 '107 107 . - Benefits 38,139 38,767 45,488 53,535 53,535 53,535 ' Total Personal Services $160,278 $159,752 $176,819 $188,97 $188,972 $188,972 Budget Unit: , 3320 Materials & Services Water Costs $0 •$0 $0 $0 $0 $0 Prof. & Contract Services 14,860 3,364 7,500 9,600 9,600 9,600 Repair &Maintenance 1,576 912 1,01 1,000 1,000 1,000 Miscellaneous Expense 24 5 48 197 197 197 Small Tools & Equipment 0 0 105 , 0 0 . 0 ' Office Supplies 73,091 79,251 88,800 91,4 91,425 91,425 Advertising i & Publicity 432 448 0 0 0 0 Fees /Dues /Subscriptions 0 0 0 0 0 0 , Travel & Training - , 1,585. 627 -1,275 1',050 1,050 1,050 ' Fuel Expenses 313 • 282 0 0 0 • 0 • Computer Software • 0 .0 . 0 0 0 0 Rents & Leases . 1584 1,135 ' 1,590 1,700 . 1,700 1,700 'Utilities 0 2 -100 100 100 100 Insurance . 0 0 0 . 0 0 ' 0 • ' • Library Materials 0 0 0 0 0 0 Total Materials & Services $93,465 $86,026 $100,433 $105,072 $105,072 $105,072 Capital Outlay - Land & Improvements $0 $0 $0 $0 $0 $0 - Building & Improvements • 0 0 0 0 0 0' Vehicles 0 0 0 0 0 0 . Office Furniture & Equipment .2,653 4,604 0 0 ' 0 0 _ • Computer Equipment , 0 0 . 0 0 .. 0 0 ' • Operation Equipment • ' 0 ' 0' 0 0 0 • 0 . , . Total Capital Outlay $2,653 $4,604 $0 $0 $0 $0 ' Total Budget Unit $256,396 $250,382 $277,252 $294,044 • $294,044 ,'$294,044 . 183 • • Program Results • Continue to provide staff training City of Tigard, on records issues, file storage, and , Oregon . • Records are provided to the public retention. as required under Oregon's public , records law. • Keep microfilming of records Records current and the archival security ' • Management of inactive depart- film stored with the State mental records is provided. Archivist's office. • City records are protected through • Issue Request for Proposal (RFP) Budget Unit: use of current records manage- to replace outdated microfilm 3330 ment practices and use of technol- reader printer. ogy. • Based on departmental input, issue • Litigation support is provided a RFP to determine records man- through a centralized system. agement software alternatives. Program Description • Explore options for storage of . departmental inactive records. Records Management is part of a three- section division managed by the 2001 -02 Accomplishments Administrative Services Manager. The Administrative Services Manager • Approximately 300 cubic feet of • reports to the Finance Director. records were destroyed in the annual records destruction. The Records Management team ' provides support to all City - depart- • The City's microfilming program . ments. This support includes file is continuing as planned. management, records retrieval, coordi- nation of litigation records, document • Training was provided to the preparation and coordination of departments on the Computer Use, microfilming of records, and training Electronic Mail and Internet on records . man i ssues. Addi- Policy adopted by City Council in tionally, the Records Management January 2002. . Division responds to requests from the - public for records. • Thirty -two cubic feet of "dor- . mant" Building files were re- The Records Management Division moved from the Records Room develops and updates policies support- _ providing additional space for a - ing the retention and disposition of division that is critically short of City records. City records may only, filing area. , be destroyed according to schedules developed by the State of Oregon • Information on Planning's land Division of Archives and adopted by use cases is being. added to the , . City Council.' Clerk's Index database: The . information provides another 2002 -03, Goals and Objectives valuable tool in helping staff respond to .land use records re • • Meet customer needs for records. quests. '' . • Complete annual records destruc- • • Clerk's Index software upgrade . tion., was successfully implemented. '184. • ♦ Records information was added , City of Tigard, to the City's website. The public Oregon can view the City's records access policy and request copies of files via the intemet. Records • The second annual Hold It, Stow It, or Throw It Day was held. This is an event that encourages Budget Unit: staff to submit inactive records 3330 for storage and send unused equipment to storage. 185 • • WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Records - Number of incoming records entered in to the file system per month 323 102 200 225 Average length of time required to provide records (minutes) 63 46 60 55 Budget Unit: 3330 Average number of records requests per month 59 64 75 80 Hours per month spent preparing records for microfilming and checking film 50 51 60 60 Cubic feet of records destroyed in annual destruction 150 300 150 300 EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Requests responded to within one hour ( %) N/A 95% 75% 95% Microfilmed records to archives for storage ( %) N/A 75% 100% 100% Records meeting minimum retention requirements destroyed ( %) N/A 98% 70% 80% • In -house users rating customer . service as good or excellent ( %) N/A 100% 95% 100% FULL -TIME EQUIVALENT POSITIONS • 1999/00 2000/01 2001/02 2002/03 Administrative Services Manager 0.50 0.50 0.50 0.50 Administrative Specialist 'I 1.50. 1.50 1.50 1.50 / ''' 1 411 l jl' Senior Administrative Specialist 1.00 1.00 .1.00 1.00" Total 3.00 3.00 3.00 3.00 . 186 . City of Tigard, Actual Actual Adopted Proposed Approved Adopted - OregOn Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Records Personal Services . Positions 3.00 3.00 3.00 3.00 3.00 3:00 Wages $90,641 $85,974 $105,344 $114,753 $114,753 $114,753 Overtime . 195 70 0 0 .0 ' 0 Benefits 29,284 _ 27,854 38,691 36,397 36;397 36;397 Budget Unit: ' 3330 Total Personal Services $120,120 $113,898 $144,035 $151,150 $151,150 $151`,150 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 6,998 1,524 12,500 11,650 11,650 11,650 Repair & Maintenance 887 780 500 0 0 0 Miscellaneous Expense 0 0 36 347 347 .347 Small Tools & Equipment 0 0 0 0 0 0 . • Office Supplies , ' 2,471 4,545 2,300 2,00,0 • 2;000 2,000 Advertising &Publicity. 0 ' 284 ' 0 0 0. 0 . Fees /Dues /Subscriptions ' • 2,255 ' 1,829 2,350 2,390 2,390 .2,390 Travel & Training 1,907 1,384 2,200 2,430 2,430 2,430 • Fuel Expenses • 0 0 0 ' 0 0 • .- Computer: Software 0 0 0 0 0 0 Rents & Leases 0 605 700 900 • 900 900 Utilities . 0 0 . 0 0 0 - 0 Insurance •• 0' 0 0 0 0 .0 Library Materials • 0 0 0 0 0 0 Total Materials.& Services $14,518 $10,951 $20,586 $19,717 $19,717 $19,717 Capital Outlay ' • Land & Improvements $0 $0 $0 $0 , _$0 $0 . Building.& Improvements ;0 0 - ' 0 0 ' 0 0 Vehicles 0' ' ' 0 ' 0 0 0 .0 - Office Furniture & Equipment 3,576 0 0 15,000 ' 15,000 15,000 . Computer Equipment - 0 • 0 ' 0 ' 0 0 0 Operation Equipment 0 0 0 - 0 ' . , 0 , • 0 Total Capital Outlay $3,576. $0 $0 $15,000' - $15,000 $15,000 • Total Budget Unit $138,214 $124,849' $164;621 $185,867 - $185,867 $185,867 . 111111 - -- - . 187 ' • Program Results 2001 -02 Accomplishments City of Tigard, Oregon • Court services are provided • The Municipal Court launched a locally. Youth Court that will hear violation cases for first time juvenile offend - Municipal Program Description ers who are at least 14 years old. Court Municipal Court is part of a three- • All of the Municipal Court orders - section division managed by the were updated. A new order was Administrative Services Manager. added that allows the Court to add B udget Unit: The Administrative ,Services Man- the cost of collection to accounts • ager reports to the Finance Director turned over to the collection 3340 agency. Tigard Municipal Court provides a local forum for the resolution of • The collection contract with Valley parking and minor traffic citations Collection Services was renewed. and limited misdemeanors. Provi- sions of the Tigard Municipal Code • Staff began the review and update relating to nuisance, building code, of the City codes related to Munici- . licensing, and other violations are pal Court. enforced through Tigard's Municipal Court. The majority of cases heard in • The number of Code Compliance Municipal Court are traffic infrac- cases increased significantly this tions. As part of the Municipal year. This has resulted in more Court, the City has a Youth Court. time being spent in court and the The Youth Court can hear violation judge spending additional time cases for first time juvenile offenders writing orders. who are 14 and older. 2002 -03 Goals and Objectives • Evaluate the success of the youth court. . • Expand Municipal Court section of the web site to educate cus- tomers on the City's court_sys- tem. . . A • • . . , . . , .. „„„„,„„M,\ . , Ai l . - . . . • . . , , . . , 188 WORKLOAD MEASURES City of Tigard, Oregon 1999/00 2000/01 2001/02 2002/03 Municipal , Number of traffic citations processed 6,0,86 5,958 6,700 7,000 Court Number of cases in which license was suspended for failure to pay fine 1,200 909 1,005 1,050 • Number of trials per year docketed 695 • 606 670 700 Budget Unit: 3340 Average fine amount collected $60 $53 $50 $50 . EFFECTIVENESS MEASURES 1999/00 2000/01 2001/02 2002/03 Cases disposed of within 90 days of issuance of citation ( %o) N/A 93% 85% 90% • Assessed fines collected within. 30 days of imposition ( %) N/A 71% 75% 75% • Cases suspended for failure to pay ( %) N/A 15% 14% 17% FULL -TIME EQUIVALENT POSITIONS 1999/00 2000/01 2001/02 2002/03 Administrative Services Manager 0.50 0.50 0.50 0.50 Administrative Specialist I 0.50 0.50 0.50 0.50 Administrative Specialist II 2.00 3M0 3.00 2.00 Total 3.00 4.00 4.00 3.00 189 City of Tigard . Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Municipal Personal Services Court . Positions 3.00 4 4.00 3.00 3.00 3.00 Wages $95,543 ' $103,689 $136,024 $116,029 $116,029 $116,029 Overtime 0 9 0 0 0 0 Benefits 34,916 39,721. 51,482 47,576 47,576 47,576 Total Personal Services $130,459 $143,419 $187,506 $163,605 $163,605 $163,605 Budget Unit 3340 Materials.& Services 'Water Costs $0 $0 $0 $0 , $0 $0 . Prof. & Contract Services 43,521 45,957 68,200 38,400 38,400 38,400 Repair & Maintenance 30 9 0 • 35 35 35 • Miscellaneous Expense 0 0 61 70 70 70 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies • - 2,783 5 5,610 3,500 3,500 3,500 Advertising '& Publicity 0 0 • 0 0 0 0 Fees /Dues /Subscriptions 839 272 360 360 360 360 . Travel & Training 2,423 1,409 5,090 4,090 4,090 4,090 Fuel Expenses 0 0 0 0 . 0 0 ' Computer Software 0 0 0 .0 0 0 , . Rents & Leases . 0 0 • 0 0 0 0 , . • ' Utilities 0 0 • 0 0 0 0 ' Insurance 0 0 0 0 0 0 • Library- Materials 0 0 0 0 0 0 • Total Materials & Services $49.596 $52,648 $79,321 $46,455 $46,455 $46,455 Capital- Outlay , . L and & Improvements $0 $0 $ $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles '- 0 0 • 0 0 - 0 0 • Office Furniture & Equipment 765 0 0 0 0 0 Computer Equipment 0 0 0 0 0 0 • - Operation Equipment 0 0 0 0 0 0 Total Capital Outlay $765 $0 , $0 • $0 $0 ' $0 Total Budget Unit - $180,820 $196,067' $266,827 • $210,060 $210,060 •$210,060. . ' - ' A ' ' . . . . it pT; t\ . , • ' 190 • • • City of Tigard, • . Oregon . . G eneral Government Organization Chart . 191 ., • FTE Summary 1.9.2 Citywide Support 193 _ 0. City Attorney 194 .,0 • • °AAA ds • City of Tigard; Oregon . • • • . . • GENE ■ G OVERNMENT • • c .-�" .. - ter , a .,''.': v is,^^ .:r?..a .� X : ;.� • • Citywide- - 7 Support • City 1 Attorriey • - _ - • • ■ • 191 • This program includes citywide expenditures that are not easily attributable to City of Tigard, specific activities within the operating program. The expenditure history Oregon includes costs such as utility charges, regional government dues and other miscellaneous costs. Beginning in FY 2000 -01, these costs were transferred to the budget unit that more directly benefited from the services received. General Government The only item remaining are those costs for the City Attorney. Beginning in FY 2002 -03, all attorney costs will be budgeted in the City Attorney. In prior years, the majority of attorney costs were budgeted in individual division's budgets and the remaining costs were budgeted in City Attorney for costs that were not directly tied to a specific program or department. However, the various funding sources for this budget will remain as in FY 2001 -02. Actual Actual Adopted Proposed Approved Adopted ' Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 # Positions 0.00 0.00 0.00 0.00 0.00 0.00 Personal Services $0 $0 $0 ' $0 $0 $0 Materials & Services 281,697 22,247 25,000 194100 192,100 192,100 Capital'Outlay 0 0 0 0 0 0 - Total Non - Departmental - by Category $281,697 $22,247 $25,000 $192,100 $192,100 $192,100 Budget By Division Citywide Support $248,557 - $0 $0 • $0 , $0 $0 City Attomey - 33,140 22,247 25,000 192,100 192,100 192,100 ' Total Non- Departmental - by Division $281,697 $22,247 $25,000 $192.100 $192,100 $192,100 Budget By Fund Central Services Fund $28.1,697 $22,247 $25,000 $192,100 $192,100 $192,100 Total Non- Departmental - by Fund $281,697 $22,247 $25,000 $192,100 $192;100 $192,100 . • • Al , , • • 192 • • City of Tigard, • Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03. 2002/03 . Citywide Personal Services , Positions 0.00 0.00 0.00 0.00 0.00 0.00 Support . Wages $0 $0 $0 $0 $0 $0 Overtime 0 0 0 0 0 0 Benefits 0 0 0 0 0 0 Budget Unit: Total Personal Services $0 $0 $0 - $0 $0 $0 4100 Materials & Services - Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 700 0 0 0 _ 0 0 Repair & Maintenance 0 0 0 0 0 0 ' Miscellaneous Expense 5,000 0 0 0 0 0 Small Tools & Equipment • 0. 0 0 0 0 0 • • Office.Supplies • 1,922 0 0 0 0. 0 Advertising , & Publicity 0 0 0 0 0 0 •Fees /Dues /Subscriptions 26,743 0 0 0 0 0 Travel & Training 0 0 0 0 0 0 . •Fuel Expenses 0 0 .0 0 0 0 Computer Software . 0 0 0 0 0 0 . Rents & Leases • . 0 0 _ 0 0 . 0 0 Utilities 214,192 0 0 0 0 0 Insurance .0. 0 0 0 0 0 Library Materials 0 0 0 0 0 0 . Total Materials & Services $248,557 $0 $0 $0 $0 $0 Capital Outlay Land•& Improvements $0 $0 $0 $0 $0 $0 . . • 'Building & Improvements ' 0 ' 0 .0 0 ' 0. 0 • Vehicles 0 0 0 0 0 0 Office Furniture & Equipment •' 0 0 0 0 0 0 Computer Equipment 0 0 0 0 0 0 , Operation Equipment 0 0 0 0 . 0 0 .Total Capital Outlay $0 $0 $0 . $0 < • $0 $0 • . Total Budget Unit $248,557 $0 $0 $0 $0 . $0 . , A 193 City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 CI AttOrne Personal Services y Positions 0.00 0.00 0.00 0.00 0.00 0.00 Wages $0 $0 $0 $0 $0 $0 Overtime 0 0 0 0 0 0 Benefits 0 0 0 0 0- 0 ' Budget Unit: • 4200 Total Personal Services $0 $0 $0 $0 $0 $0 Materials & Services ' • ' .. Water Costs $0 . $0 $0 . $0 $0 $0 Prof. & Contract Services 33,140, 22,247 25,000 192,100 192,100 192,100 Repair & Maintenance 0 0 -0 0 0 0 Miscellaneous Expense 0 0' 0 0 0 0 ' Small Tools & Equipment 0 0 0 0 0 0 Office Supplies _ - 0 0 • 0 0 0 0 Advertising & Publicity 0 0 0 0 0 0 Fees /Dues /Subscriptions 0 0 0 0 0 0 Travel &Training 0 0 0 0 0 0 Fuel Expenses 0 0 0 0 0 0 . Computer Software 0 0 0 0 0 0 Rents, & Leases 0 0. 0 0 0 0 • 'Utilities 0 0 0, 0 0 0 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $33,140 $22,247 $25,000 $192,100 $192,100 - $192,100 • Capital Outlay . Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office 'Furniture & Equipment 0 0 0 0 0 0 Computer Equipment 0 0 0 0 0 0 . Operation Equipment 0 0 0' 0 0 0 Total Capital Outlay $0 $0 $0 $0 $0' $0 Total Budget Unit $33;140 $22,247 $25,000 $192,100 $192,100 ' $192,100 . . . . .. . ., . . . . , . _ . . . 0.i'' . • • . , . . ,. .. 194 4• City, of Tigard, ; . • • - ' . ., • . :Oregon - . _ . Capital Improvements " - • . Capital Improvement Program Summary • 195 }. - - Summary of Capital Projects - 197 • • Five Year Capital Improvement Plan • 198 . ri • . - .. • • i � - r r 1 • . A, . . • ,-.---•.,.,..• . , • - - 116;*k . . . . • �. =‘, City of Tigard, Oregon • CIP PROCESS While the CIP process is progressing, City of Tigard; the Budget process is also underway. Oregon The Capital Improvement Program The budget includes the total .appro- (CIP) is managed and directed by the priations for capital improvements in Capital - City Engineer who reports directly to each fund for the first year of the CIP. Improvement •the City Mana The CIP specifies which projects will be completed with those appropriations Program The CIP is developed through a within each fund. The hearings before Summary process separate from, but parallel to the City Council are generally held on the Budget process. The CIP process the same night because of the close begins in November each year with link between the two. estimates of available capital re- sources in each fund prepared by the The Capital - Improvement Program Finance Department. includes projects related to City Facili- ties, the Streets System, the Parks The City Engineer prepares, a list of System, the Sanitary Sewer System, potential projects for each project, . the Storm Drainage System, and the category and presents the- information Water System. along with the estimates of available funding to the Citizen Involvement Team (CIT): This process gives OPERATING COSTS citizens the opportunity to discuss the CIP proposal, add projects and Capital improvements require future prioritize projects. expenditures for operations and main- tenance. In some instances (such as a After input is gathered from the CIT, new facility) operating costs will the City Engineer develops the CIP, increase: In other instances (such as showing the list of projects to be' replacing outmoded equipment) operat- completed in each_future: year for ing costs may decrease. The CIP each project category. :The draft;CIP process includes discussions about the is then presented to the City Planning future operating costs of improvements Commission, which conducts a and such.costs are reflected in the public hearing to solicit further operating budget each -year. The public comment on the program. The following discussion summarizes draft co is also presented to the anticipated operating costs. impacts Budget Committee in an informa- within each capital improvement tional briefing. Once approved by system: the Planning Commission, the CIP is presented to the Tigard City Council City Facilities System Program at another public hearing. After this final hearing and the consideration of The major impact on operating costs in A . any amendments, the CIP is ap- the City Facility System Program is the proved by the City Council. Ap- City Hall HVAC replacement project. proval by the City Council designates The current HVAC system is old and "�fim��r�,�� fl�� • t\ the specific projects that will be requires a high level of maintenance. `I completed in the coming year. Replacing the system with a new, more efficient HVAC unit should reduce • 195 operating costs. Other projects in this Street System Program City of Tigard, program should have minimal operat- Oregon ing cost impacts. The operating cost impact of the projects in the Street System Program Capital The new Library project will have is mixed. Projects which expand the significant operating cost impacts in City's inventory of streets generally Improvement the The project envisions the will increase operating costs for • Program , construction of a new, larger library sweeping and road maintenance. Summary building, which will require ongoing Many projects, however, address utility, operations and maintenance existing deficiencies in the street costs. This project is still in the system, improve drainage, and install design phase, so no estimates for curbs and sidewalks. Fully improved future operating cost impacts are street with curbs and sidewalks are presently available. ,generally easier to maintain than less developed streets. Parks System Program Storm Drainage System Program Park projects tend to have the most direct effect on the operating budget Projects within this system are gener- because most park improvements ally designed to address erosion and require ongoing maintenance, espe- storm drainage problems. Projects cially those involving grass and will therefore have a generally posi- landscape areas. The Cook Park tive impact on operating costs. Some expansion is a several year process of of these projects will carry increased Wadding ballfields, bathrooms and operating costs but will offset prob- parking areas to the park. lems downstream. Other projects, such as wetlands mitigation, will Sanitary Sewer System Program address problems with minimal ongoing cost. The impact of the Sanitary Sewer - System Program on operating costs is Water System Program also mixed;. Many of the projects in this program (such as the Bonita Rd at Like the Street and Sanitary Sewer Milton Ct. project) are designed to Systems, the impact of the Water address long- standing,maintenance System Program CIP on operating problems, and'will reduce operating costs is mixed. Several projects call maintenance costs. At the sane time, for the replacement of old, high projects such as the.Neighborhood maintenance water lines, which will , and Commercial Area Sewer Exten- tend to reduce operating costs. Other • sions will install new sewer lines:. The projects are designed to install tech- increase in the number of sewer lines nology improvements or new tech- , will increase operating 'costs, but these piques to address system needs at • costs will be offset by fees paid by the lower costs. Finally, some projects - newly served customers. • will expand the system by installing ix �,,�,��'Hio 1 new water lines. ur 196 • • City of Tigard, CIP System Summary Oregon • FY 1999/00 FY 2000 /01 FY 2001/02 FY 2002/03 FY 2002/03 FY 2002/03 Actual • Actual Adopted Proposed Approved Adopted . • ►Sl1IIlII1sli' of City Facilities System $519,473 $292,924 $1,160,000 $4,076,250 $4,086,250 $4,086,250 y Parks System 236,058 970,236 1,012,810 1,825,100 1;576,100 1,576,100 . Capital : Sanitar y Sewer System 709,183 543,866 2,230,000 - 2,300,000 2,300,000 2,300,000 . Street System 2,944,338 2,615,773 3,448,000. 6,575,281 6,644,281 6,644,281 Projects - Storm Drainage System 223,882 297,761 745,500 232,000 232,000 232,000 Water System , 1.153.215 725.035 2.056.000 2.837:875 " 2.443.000 2.443.000 • • Total CIP Systems _ $5.786.149 ' $5.4 ' $10.652.310 $17.8 $17.281.631 117.281.631 CIP Fund Summary Fund FY 1999/00 FY 2000/01 , FY'2001 /02 FY 2002/03 FY 2002/03 FY 2002/03 Name Actual Actual Adopted Proposed Approved Adopted ' General • $313,259 $245,409 $410,000 $326,250 $326,250 $326,250 Gas Tax • 5,63,895 481,418 207,000 510,000 510,000 . 510,000 . Traffic Impact Fee ,1,166,928 1,854,233 - 2,941,000 3,056,000 3,125,000 . 3,125,000 • Tree Replacement 14,369 37;000 50,000 .0 0 . 0 • . Parks CIP .' .194,286 771,420 '821;764 1,825,100 1,576,100 1,576,100 . Underground Utility 0 . 164,465 40,000 100,000 ' 100,000 100,000 • ' . • Traffic Impact-Fee -Urban Services ' . . 0 . • 0 , , . 0 850,000 850,000 850,000 Urban Services . 0 73,241 200,000 50,000 50,000 50,000 . • . ` Facility Fund . 206,214 47;515 750,000 3,750,000 3,760,000 • ' • 3,760,000 • Metro Greenspaces _ • 7,941 161,816 131,046 0 . 0 .0 . Park Levy.lmprovement 19,462 0 • 10,000 0 0 ' 0 • 69th Ave.. LID • ' - 1,185,395 41,028 50,000 0 • 0 0 ' • _ - ' Dartmouth LID ' 28,120 1,388 10,000 9,281 9,281 9,281 Wall St. LID 0 0 0 2,000,000 2,000,000 2,000,000 Sanitary Sewer - 709,183 543,866 2,230,000 2,300,000 . 2,300,000 2,300,000 . • - Storrn Sewer 207,859 • 183,942 342,000 200,000 ' 200,000 200,000 • Water Quality/Quantity 16,023 • 113,819 .403;500 32,000 32,000 ' 32,000 Water 764,723 335,958 982,500 1 1,373,000 1,373,000 . ' WaterSDC 279,645' - 298,549 588,000 794,875 400,000 400,000 Water CIP' . 108:847 90.528 485.500. 670.000- ' 670.600 670.000 TotalCIP Funds ' $5.786.149 $5.445.595 $10.652310 $17.846.506 $17.281.631 $17.281.631 • • • • • "V� i ll J j\ � Y - 197' . . City Facilities System City of Tigard, Oregon The City Facilities System Program contains projects to maintain, improve or expand general purpose city facilities (such as City Hall). Funding for these Five Year • projects come from the General Fund or from the Facility Fund. Capital General Fund Improvement Plan The Genera l Fund supports CIP projects of a general nature or which serve operations budgeted in the General Fund. The primary source of revenue is property tax. Facility Fund The Facilities Fund provides funding for major capital projects supporting General Fund programs. The primary sources of revenues for this fund are a General Obligation Bond approved by voters on May 21, 2002, transfers from the General Fund, or donations for specific projects. FY 2002 -03 Projects Adopted Map Project Fund Amount Location Energy Conservation Improvements at City Hall General $20,000 CFP1 This project will install energy- saving devices in City Hall. HVAC Replacement at City Hall General $262,500 CFP1 This project will replace the HVAC equipment at City Hall. The equipment is old, requires a high level of maintenance, and no longer adequately heats or cools the building. - Duct work cleaning at City„Hall Facility $10,000 CFP1 This project will clean HVAC ductwork. in City Hall. It will be implemented in conjunction with the replacement of the .HVAC system. Renovate offices at the. Burnham /Ash ' Building • General $43,750 CFP2 The Burnham/Ash Building is an old house that has been used as offices for non- profit agencies: Those agencies have relocated. The City will renovate the /i , 4,,�, ' nr �� i � �� l � ;l\ bu ilding for use as offices by Public Works staff. 198 • • Adopted Map City of Tigard, Project Fund Amount Location Oregon New Library Design and Land Acquisition Facility $3,750,000 CFP3 Five Year Capital On May 21, 2002, voters approved a $13,000,000 General Obligation bond to Improvement build anew library. This project will pay for acquisition of the 14.7 acre site • Play across Hall Blvd. from City Hall and the architectural design, preliminary engineering, and site preparation. Total FY 2002 -03 City Facilities System $4,086,250 FY 2003 -04 Projects - New Library Construction Facility $7,308,000 HVAC Replacement at the Senior Center General 1165,000 Seismic Upgrade — Police Department General $40, 000 Seismic Upgrade — Senior Center General $40, 000 Total FY 2003 -04 City Facilities System $7,553,000 FY 2004 -05 Projects New Library Construction Facility $2,932,000 Renovation of City Hall and Old Library Buildings Facility " $500,000 HVAC Replacement — Old Library • Building General $260,000 Seismic Upgrade — City Hall General $50, 000 Total FY 2004 -05 City Facilities System " $3,742,000 • FY 2005 -06 Projects • Renovation of City Hall and 44 Old Library Buildings Facility $500, 000 ��j� HVAC Replacement — Water Building Facility $360,000 1 � Total FY 2005 -06 City Facilities System • $860,000 199 • Adopted Map City of Tigard, Project Fund Amount Location Oregon • FY 2006 -07 Projects Five Yea r Capital Seismic Upgrade — Senior Center General $40, 000 Improvement Miscellaneous City Facility Projects General $250, 000 Plan Facility $200,000 Total FY 2006 -07 City Facilities System $490,000 200 • • • - • . _ _ . . . . . . . . , ,5,4 _..._ ..,..,.., ... ;...., , . ,,. , ‘,._ • City Facilities System ' - • 4 - . - 109 c s i i .7 6 11 6 1, • Pro ram Projects 9 J .. I l liy, ' Ar e ..,„ .. .. C4) A � � i !1 DAKOT p . di 27 . CEO �� . • .x . . . .d . • ,,,,,,.., 40 rd. er0911111W WI . . . • - , .,0. O �Y �'a4a NUT ,4, s * i _ v 1. Mo ��144- �, C FP3 . momouti v,iiiiiil l iN41 I 111 P ‘p.N '''''= -":*\IIIIIi.: . Si all. 64 l ' I 'lj . ' ...lir L a t i v ii .._ .- . • ...mtV11 t> I IIII: , . • sl - - „A. dr -.or i'w =i ,_•.:.,,-,,,i0 1 .. . a 1 4. . .0 .44 . \ 4 ' - . I a ir OF •,,,,,,• . ■- a _I� I O W RD J S O� W mi4 111 - IL Ni . i �_ o g low :. ND r 2 . - ailr Iri r -AIIME --t lill1 11 11 1 .4Mil ,,,k l''' . r . . - .mlirig ,,r I .,. Tigard mix. w." ® ®® . Boundry .�I g I ) ® 1 �® . � _ ■ ,. - •� ice. - ®- _ � 1/ • Parks System City of Tigard, Oregon The Parks System Program contains land acquisitions for new or expanded parks and open spaces and improvements to existing parks. The primary source • of funding for these projects is the Parks CIP Fund. Five Year Capital Parks Capital Fund Improvement Plan In FY 2002 -03, the Parks Capital Fund was created by combining the former Parks SDC Fund, Metro Greenspaces Fund, Park Levy Improvement Fund, and Tree replacement Fund.. The Metro Greenspaces Fund and the Parks Levy Improvement Fund had been created for specific purposes, which have been achieved. These funds will be closed out. The remaining funds were consoli- dated into the Parks Capital Fund to improve management of Parks CIP projects. The Parks SDC is the City's primary and most consistent funding source for park improvements. The current fee schedule was adopted in 2001. and applies to new development within the incorporated area. In order to charge a Parks SDC in the Urban Services area, the City must obtain specific legal authority from the County. The City has had discussions with the County on obtaining • this legal authorization, but to date has not yet obtained it. In combination with development activity, Council's decisions regarding fee levels and the County's attitude toward an Urban Services SDC will determine how much in SDC funding will be available for future park improvements. FY 2003 -04 Projects Adopted Map Project Fund Amount Location Cook Park Expansion Parks Capital $650,000 PSP1 • The City has been implementing a four -phase improvement to Cook Park, • funded by a loan from the Oregon Economic and Community Development Department. This upgrade, pursuant to the adopted master plan for the park includes addition paling fields, parking, restrooms, storm drainage, and sewer . improvements, trails, and maintenance facilities. FY 2002 -03 represents the • final phase of these improvements.- "Land Acquisition Parks Capital $100,000 This project contains funds to acquire unspecified park lands as they become available. , This funding allows the City to respond to targets of opportunities as • they arise. , Park Development Parks Capital $100,000 l� ` This project is in partnership with the Land Acquisition Project listed above. It • provides money to allow the City. to start improvements on new park lands that 'may be acquired during the fiscal year. , • • 202 • Adopted Map , City of Tigard, Project Fund Amount Location ' Oregon . Skateboard Park (Acquisition/Design) Parks Capital $200,000 Five Year Capital The City has appointed a citizen committee to develop a City Skateboard Park. That committee is currently reviewing potential sites and discussing possible Improvement designs. This project provides funds to support the work of the committee and Plan to obtain professional 'design services as required or to purchase a site for the park. Bonita Park Development Parks Capital $160,100 PSP2 This .project will develop Bonita Park adjacent to Milton Court: The park is anticipated to .include a playfield, playground, and basketball court. The pri- mary source of funding is a Community Development Block Grant acquired through Washington County supplemented with local matching funds and funding through the Street System Program for a crosswalk lighting system installation on Bonita Street at the Milton Court intersection. • ' Fanno Creek .Trail (Grant to Main St.)Parks Capital $100,000 • Woodard Park Playground, Phase II Parks Capital $50,000 • Surnmerlake Park Development (dog area/parking) , Parks Capital $50,000 Greenspace Land Acquisition Parks Capital $50,000 This project provides funding to purchase greenspaces as they become avail- ' able within the City. • Parks Capital Projects Parks" Capital $20, 000 Woodard Park Shelter . Parks Capital $46,000 Tree Planting Parks Capital $50,000 This project provides services and supplies to plant. trees • on public properties. It is supported by the Tree Replacement Fee, a fee paid by developers who remove trees from their property in the course of development but who are unable to replace those trees on that property. • Total Parks System $1,576,100 • 203 City of Tigard, Adopted Map Project Fund Amount Location Oregon FY 2003 -04 Projects Five Year Summerlake Master Plan Parks Capital $490, 000 Capital Improvement Total FY 2003 -04 Parks System ' $490,000 Plan FY 2004 -05 Projects Hall /Bonita Trail Parks Capital $416,000 Total FY 2004 -05 Parks System $416,000 FY 2005 -06 Projects Bonita Rd. /Durham Trail Parks Capital $415,000 Total FY 2005 -06 Parks System $415,000 FY 2006 -07 Projects Jack Park Land Acquisition Parks Capital $450, 000 , Total FY 2006 -07 Parks System $450,000 • • i i ,Ill 204 .. - 0 I Ai . 0vY- 'YL•R'S ' ei � . �� I Parks System - N 4 11 Al �L 1 Program Projects / - a al L M mow *li p , ', ,, Villi. AIlliamommarie.. ) R� �l DAKOT F�� As, o ®�� PSP :4 �� _ ,c., • • � 11 � . tr o. � , �O�' �� , NUT �� p �� a Atamorall 1 " ,M illf4/2,,rillillit .,21,121 OM �� NI . 1 _ is .. 0 1 -., R , r il RD n) • 'Non pd. 0 .00 op sw • iaEjipvtllO4ji, > allii11 !EP ' _ F� O RD i�� NI P,SP2, ria Ili 11 " irialk l = ir, o 0 l■ c4r vlirr a lpy "ALM el, r iii :. ND , 2 lig, el / r IE. „„„y1 n to AI / hmTbib 7d 17°F I' 00 ..R- ' Tigard. 1116•11 4 116 1.- - ® ® � r L os' o a a . 4 ‘ j , I rry• 17711 , • • Sanitary Sewer System City of Tigard, Oregon The Sanitary Sewer System Program contains projects to construct, maintain, and improve the sanitary sewer system in Tigard. Clean Water Services (for- merly the Unified Sewerage Agency of Washington County — USA) regulates Five Year the sanitary sewer system, but Tigard owns, maintains and operates the system Capital within the City limits. In addition, Tigard also maintains and operates the Improvement system within a defined service area outside of the City limits under agreement Plan with CWS. Projects are accounted for in the Sanitary Sewer Fund. Sanitary Sewer Fund The Sanitary Sewer Fund resources are reserved.for maintenance repairs on currently unknown projects, for capacity upgrades as recommended by the Clean Water Services Master Plan, and for the Neighborhood and Commercial Area Sewer Extension Programs. The unrestricted portion of the Sanitary Sewer Fund can be used for repair and maintenance projects citywide and for extension of the existing system to unsewered areas. FY 2002 -03 Projects - Adopted Map Project Fund Amount Location Bonita Road (at' Milton Court) Sanitary Sewer $150,000 SSP1 This'project will replace approximately 250 feet of 8 -inch sanitary sewer pipe that crosses Fanno Creek at Milton Court. This project was completely de- signed and sent out to bid last year. However, due to excessively high bids submitted at the bid opening, all bids were rejected bjthe City. This project was rebid in April 2002 with bid opening in early May. The low bid received was relatively close to the Engineer's estimate and the project was awarded in June 2002. The pipe has been repaired tempo rarily to address problems that could arise prior to construction. Citywide Sewer Extension Program Sanitary - Sewer $2,000,000 The Neighborhood Sewer Extension Program has been a highly successful - program commencing with its implementation in the 1996 -97 CIP budget year • In mid -2001, Council approved the Citywide Sewer. Extension. Program to extend sewers to all unsewered areas. FY 2001 -02 was the first year of the 5- year program`. The projected number of new services at the end of FY 2001 -02 was 120 installed through formation of five reimbursement districts. FY 2002 -03 projects will'include formation of districts to provide an estimated 130 services to existing. homes. To encourage early connections, City Council established the Neighborhood Sewer Reimbursement District Incentive Pro- , J I gram. This program limits the amount any owner is required to, pay for a share of the public sewer to $6,000 up to a maximum of $15,000, if the connection is , _ _ completed within the first three years after construction. 206 • Adopted Map City of Tigard, Project Fund Amount Location Oregon Sanitary Sewer Major Maintenance _ Sanitary • Sewer $80,000 Five Year . - Capital These funds will be used to contract out sewer repair projects that are beyond Improvement the repair capabilities of the Public Works Department. This . program is ex- Plan pected to be a continuing program in future years. The Sanitary Sewer Major Maintenance Program in FY 2002 -03 will include projects at various locations in the City. 110th Avenue (at Derry Dell Creek) ,. Sanitary Sewer $70,000 SSP2 This project will relocate an existing pipe that runs in the back of two private properties on 110'. Avenue. The grade of the existing pipe is' extremely poor and there is evidence of severe bellying. The existing pipe will be abandoned and the new pipe will be bored under the creek. Total Sanitary Sewer System $2,300,000 FY 2003 -04 Projects Sanitary Sewer Major Maintenance Sanitary Sewer $80,000 Citywide Sewer Extension Sanitary Sewer $2,000,000 Total FY 2003- 04'Sanitary Sewer System $2,080,000 • FY 2004 -05 Projects • Sanitary Sewer Major Maintenance. Sanitary Sewer $80,000 Citywide Sewer Extension Sanitary Sewer $2,000,000 Total FY 2004 -05 Sanitary Sewer System $2,080,000 A • .• • . 207 • Adopted Map City of Tigard, Project Fund Amount Location Oregon FY 2005 -06 Projects Five Year Sanitary Sewer Major Maintenance Sanitary Capital Sewer $80,000 Improvement Citywide Sewer Extension Sanitary Plan . Sewer $1,000,000 Total FY 2005 -06 Sanitary Sewer System $1,080,000 , FY 2006 -07 Projects Sanitary Sewer Major Maintenance Sanitary . Sewer $80, 000 Citywide Sewer Extension Sanitary Sewer $1,000,000 _ Total FY 2006 -07 Sanitary Sewer System $1,080,000 ■ • 4 A 208 - - • f _ : _ O \ ' • YL•R'S F : R _ mu, Sanitary Sewer System - _ I1 i - Pr t No • Program ojec s. � , ■ • � " i rR . . :J[I:: . g i g L �� ` uii®tioN • ti • ,,...0 i K O S 01 1 ?7 1 MI FL. 11•11141 & If Ili , . . , • �l 0 • NUT �i ('-‘`() g:1 I isSP2..� 414 P v C � S72i / -R S . pa st IR.. �� - Bonn p., 1 Jo..., . s P i Ai ' Ft i • . RD. El i = s : L MO 28. C. , 1 °i ' H. wir � I BO La • A RD I : . . . 1 :. It. 1 :0 ' , 1111111.1 w tokr o~,� =_Ea a � o II ND's. � -, '" � � ,, 'Ir -u 4 e t . _ ir . ''. • ��•+�- -- ; ® ; Boundry ` � ) `� Irv, Tr ,. . • , . . , . _ _ . . , . _ . Street System City of Tigard, Oregon The Street System Program contains projects to construct, maintain, and im- prove Tigard's street system. Projects are accounted for in the Gas Tax Fund, the Traffic Improvement Fee Fund the Urban Services Fund, the Underground Five Year Utility Fund, the Dartmouth LID Fund, and the 69th Ave. LID CIP Fund. Capital Improvement Gas Tax Fund Plan State and County gas tax revenue can be used for upgrading the collector and local streets within Tigard, without restriction. This revenue is limited, how- ever, and is not sufficient to fund all the street improvement needs of the City. -The total State gas tax amount shown for the FY 2002 -03 fiscal year is based on current projections. As expenses increase and operational costs rise, the amount available for projects will continue to decrease in the corning years. Traffic Impact Fee Fund Traffic Impact Fee (TIF) funding can be used only for highway and transit capital improvements that provide additional capacity to major transportation systems. This funding is limited to major collector and arterial streets, and 50% must be,spent on arterial. streets. A major portion of transportation planning is completed. The Transportation System Plan has been updated.,There will not be sufficient funding in the TIF Fund, however, to complete all the projects that are envisioned over the next 5 to 10 years.. Dartmouth LID Fund The Dartmouth LID Fund was established to account for the construction of a local improvement district (LID) on Dartmouth Street. The source of funding is assessments against benefiting properties within the LID. 69th Avenue LID Fund The 69th Avenue LID Fund was established to account for the construction of a local improvement district (LID) on 69th Ave. The source of funding is assess- ments against benefiting properties within the LID. This project is completed. Wall St.' LID Fund. • The Wall St. LID Fund is being established to account for the construction of a local improvement district (LID) to extend Wa1l.St. from Hunziker t� Hall Blvd. The source of funding will be 'assessments against benefiting properties within the LID. Urban Services Fund 184_1 rwi�N�,��iNl��j� The Urban Services Fund was established to track revenues and expenses : , - ice associated with the provision of services in the areas outside the City limits, but within Tigard's urban services area. Tigard provides road maintenance and 210 other services in this area under contract with Washington County. The City City'of Tigard, collects building and,planning related fees to pay for these services, and in Oregon addition, the County pays the City to provide major road maintenance. Underground Utility Fund Five Year Capital This fund receives payments from developers in lieu of installing utilities Improvement underground. Funds are then used to place utilities underground in conjunction with major roadway. projects. Plan FY 2002 -03 Projects Adopted Map • Project Fund : Amount : Location Gaarde Street (Phase 2) Traffic Impact Fee $1,600,000 SPP1 Traffic Impact Fee US $500,000 ' Underground Utility $100,000 The improvement of Gaarde Street between Walnut Street and Highway 99W is addressed in two phases. The first phase of the project between Walnut Street and the Quail Hollow subdivision is identified as :Gaarde Street Improvement - Phase 1. Construction of the first phase was completed in August 2001. The second phase of the project is the widening:of Gaarde Street between 121st Avenue and Highway 99W. This project includes installation of a new traffic signal at the Gaarde Street/121st intersection and improvement of the 121st, Avenue approach north of the intersection: Construction of Gaarde Street Phase 2 will begin in the spring of 2003 and is scheduled to be completed by the end of calendar year 2003: 121st Avenue and Walnut Street (Design and Right -of -Way). Traffic Impact Fee $300 SPP2 Traffic Impact Fee US , $100,000 121st Avenue between Gaarde and Walnut Street will be designed for widening to the. ultimate width of a collector street. The preliminary design was initiated in FY 2001 -02. The design and some right -of -way acquisition will be coin- . pleted in FY 2002 -03. The right of way acquisition will be supplemented by funding from the TIF -Urban Services Fund. Construction and the remaining right -of -way acquisition will be programmed in future budgets. / griptuillop • • 211 Adopted Map Project Fund Amount Location City of Tigard, Oregon Walnut St. Design and Right -of -Way Traffic Impact • Fee $300,000 SPP3 Five Year Traffic Impact Capital Fee US $100,000 Improvement , Walnut Street between 12 1 '` and Tiedeman Avenues will be designed for Plan widening to the ultimate width of a collector street. The preliminary design was , initiated in FY 2001 -02. The design and some right-of-way acquisition will be completed in FY 2002 -03.. The right of way acquisition will be supplemented by funding from the TIF -Urban Services Fund. Construction and the remaining right -of -way acquisition will be programmed in future budgets. Burnham Street (Design and Right -of -Way) Traffic Impact • Fee $30,000 SPP4 The design of this project is approximately 75% completed. The project has been put on hold at the 75% stage until a unified vision of the Tigard down- town is developed and a consensus on elements that would be incorporated in the street is reached. The design consultant is in the process of completing the design documents for submittal to the City. The funding provided is to demol- ish and remove two existing houses on two parcels purchased as part of the rights-of-way acquisition for this project and to pay for any remaining design costs not completed and paid for during FY 2001 - 02. Durham Road Sig nalization ' Traffic Impact , Fee $150,000 SPP5 Traffic on 98th Avenue attempting to turn left on Durham Road typically . experiences excessive delay. This project will install a traffic signal at the intersection to provide safe turning movements at that intersection. The funding is carried Over from FY 2001 -02 to complete the project in the fall of 2002. Greenburg Road Improvements ' (Washington Square Drive to Traffic Impact Tiedeman A ve) • Fee • $745,000 . This project improves Greenburg Road from Washington,Square Drive to Tiedeman Avenue. The bulk of the work will be to Greenburg Road between the Highway'217 overcrossing- and Tiedeman Avenue to a 5 -lane • facility. The completed improvements will enhance movement into and out of ' , the Washington Square Regional . Center. The 'project design and land. acquisi- tion. are funded through the Priorities 2000 & MTIP funds in the amount of $660 with Tigard providing., matching funds of $85,000. Dartmouth LID Dartmouth LID $9,281 SPP6 , hell �� , J J The funding allocated in FY 2002 -03 is- intended to pay for any further ex- penses arising from the LID formed to construct improvements on Dartmouth Street. • 212 , • Adopted Map City of Tigard, Project ' Fund Amount • Location' Oregon Wall St. LID - Wall St. LID $2,000,090 SPP7 - Five Year The total amount needed for the Wall Street Improvements from Hall Boule- Capital yard to is substantially more than the amount shown above. The Improvement amount requested for FY 2002 -03 is the amount anticipated to be needed for the next fiscal year. The Traffic Impact Fee provides $300,000 for engineering Plan : - design costs and will be transferred into the Wall Street LID Fund. The balance • will come through formation of a Local Improvement District to perform the project improvements. Embedded Crosswalk Lights Gas Tax $25;000 SPP8 - Embedded crosswalk lights were installed at the intersection of 121St A and Springwood Drive in FY 2041-02.. This year's program includes.installa- tion'of crosswalk lights at.the.Milton Court/Bonita Road intersection .'This installation is to be performed in conjunction with the development of Bonita • Park west Of and immediately: adjacent to Milton Court. The crosswalk lights ' should enhance_ safe.' crossing•: of Bonita Road atthat intersection for those that wish to use' the new park. Pavement Major Maintenance Program Gas Tax $135,000 • • • This is a program of corrective and preventative maintenance on all paved streets in Tigard. It addresses those streets that can still benefit from corrective or, preventative action. Because of limited funding, only -a few streets are included' in the FY 2002 -03 ,program. Streets proposed to receive overlays include Johnson Street (between Grant Avenue and Highway 99W), North Dakota Street- (between 121St Avenue and 115th Avenue), North Dakota Street . (between existing bridge. and Tiedeman Avenue), School Street•(from Grant Avenue to end); Rose Vista Drive,(between 121 Avenue aid- •Gaarde Street), and Bonita Road the Fanno-Creek Bridge. Other be added to this list and the amount set aside for the PMMP would be increased with a corresponding reduction in the amounts set aside for other projects funded' by the Gas Tax Fund. • Traffic Calming Program Gas Tax $10,000 This program provides funding for traffic calming measures citywide. In the last few years, much of,the funding was used to place speed humps on streets that clearly demonstrated the need for installation of these traffic - calming • devices: A portion of this fund is used' on a 50 -50 cost sharing basis with residents for placement of speed humps on streets that do not make the imple- mentation list. The program for FY 2002 -03 includes speed humps on Park • Street (between 110th Avenue and Watkins Avenue), 100th Avenue (between . Murdock & Inez Street), 130th Avenue (south of Hawksbeard Street); and re- i��'d�o h \ installation of speed humps on North Dakota Street.(between 121st Avenue and _si = 115th Avenue) after pavement overlay is completed on that street. Other streets may be added:depending upon neighborhood interest and the street ranking in the speed hump criteria rating system. _ • 213 City of Tigard, Adopted Map Oregon Project Fund Amount Location 72" Ave. Railroad Approaches Gas Tax $30,000 SPP9 Five Year Capital The City has been partnering with Portland Western Railroad, Inc. to repair deteriorated railroad crossings citywide. The first joint °project was the repair of Improvement the railroad crossing at Main Street just north of the Tigard Street intersection. Plan This is another joint project between the City and•Portland Western . Railroad to repair the badly deteriorated crossing at 72nd Avenue 'This project will remove and replace the existing rails, the existing aggregate base and asphaltic concrete (AC) pavement at the railroad crossing. The City will pay for the construction of the roadway approaches. Portland - Western will pay for the improvements to the actual crossing and manage the project. North Dakota Pedestrian Bridge Gas Tax $65, 000 SPP10 • The North Dakota Street bridge is too narrow to safely pass pedestrian and vehicular traffic simultaneously. This project will construct a pedestrian bridge on the south side of the existing bridge. The new bridge will be pre- fabricated timber with a width of 8 feet and an approximate length of 60 feet. North' Dakota St. (Greenburg to 95 Gas Tax $120,000 SPPll North Dakota Street between Greenburg Road and 95th Avenue is in need of reconstruction: The pavement surface is badly damaged and cannot be cor- rected through pavement overlay. This project will reconstruct the existing aggregate base and AC pavement, install curb and gutter for proper drainage, and construct sidewalk on both sides of the street. The implementation of this project may be spreadover two fiscal years with the priority being given to the • PMMP requirements .during the coming fiscal year. MapleleafSt. Gas Tax $65,000 SPP12 This project will widen the'existing pavement on the north side of Mapleleaf Street (east of 72 "d Avenue) to the standard width of a typical local 'street and extend the existing curb to 72nd Avenue. Walnut Terrace Gas Tax - $60,000 SPP13 This project will pave the existing gravel road and install curbs and gutters on the street to provide efficient drainage flow for the area. Design and construe- , tion of this project will include storm drainage improvements to be funded • under the Storm Drainage Major Maintenance Program. County Roadway Maintenance Urban Services $50,000 4 0ir 4 4� µ��jtl 11i These' preventative maintenance projects are funded by Washington County for _ slurry seals and overlays on County roads covered under the Urban Services Agreement. 214 Adopted Map City of Tigard, Project Fund Amount Location . Oregon Bull Mountain /Roshak Road Intersection Traffic Impact Five Year Fee US $150,000 SPP14 Capital Improvement This project is the widening of the intersection to enhance safety'at that loca- Plan tion. This project provides turning lanes for safer turning movements, and. • includes minor underground drainage work, but is not major reconstruction and expansion of that intersection. This project has been proposed to and approved in concept by Washington County. Implementation is dependent upon approval by the County to use Urban Services TIF funds for the project. Total Streets System $6,644,281 - FY 2003 -04 Projects • Walnut St. Utility Undergroundmg - Traffic Impact Fee $ 470,000 Underground, Utility $80,000 Gaarde St: Improvements, Phase 2 Traffic Impact Fee $500,000 Walnut St. & 1215t Ave. Right -of -Way Traffic Impact • Fee $500,000 • Traffic Impact Fee US $500,000 Pavement Major Maintenance Program Gas Tax $100, 000 Wall St. LID Wall St. LID $1,300,000 Traffic Calming Program Gas Tax $10,000 County Roadway Maintenance Projects Urban Services $50,000 Total FY 2003 -04 Street Systems $3,510,000 FY 2004 -05 Projects �'" "' i ii Walnut St, Right of Way Traffic Impact °�� __.. and Construction Fee $1,783,000 215 • Adopted Map City of Tigard, Project Fund Amount Location Oregon Wall St. LID Wall St. LID $2,500,000 Five Year Traffic Studies Gas Tax $30,000 Capital Improvement Pedestrian Improvements Gas Tax $50, 000 Plan Pavement Major Maintenance Program Gas Tax $100, 000 Traffic Calming Program Gas Tax $10,000 County Roadway Maintenance Projects Urban Services $50, 000 Total FY 2004 -05 Street System $4,523,000 FY 2005 -06 Projects ,Walnut St. Construction Completion Traffic Impact • Fee $600,000 Wall St. LID - Wall St. LID $1,200,000 Pavement Major Maintenance Program Gas Tax $100,000 Pedestrian Improvements Gas Tax $30,000 Traffic Calming.Program Gas Tax $10,000 County Roadway Maintenance Projects Urban Services $50, 000 Total FY 2005 -06 Street System $1,990,000 FY 2006 -07 Projects ' 121" Ave. Utility Undergrounding Traffic Impact Fee '$250,000 Underground /H�r�i�lr��1 j a�� Utility $240, 000 216 • Adopted Map City of Tigard, Project. Fund Amount . Location Oregon Scoffins /Hunziker Realignment Design Traffic Impact Fee $125;000 Five Year Capital Locust St Design (Hall to Greenburg) Traffic Impact Fee $125,000 Improvement Plan Pavement Major Maintenance Program . Gas Tax $100,000 Pedestrian Improvements Gas Tax $30, 000 Traffic Calming Program Gas Tax $10,000 County Roadway Maintenance Projects Urban Services $50,000 • Total FY,2006 -07 Street System ' $930,000 ArIl ON L'�I 217 . r yq 0\ ' YL•R'g o F; - Street _System • �'� li S,P Program P rojects e : . � r P,P • .: Camd Ot - A � �`SPP1� �7 �� itt R' `� y DA 0 . i � eriglinerr , ' .- , SPP6A' d �� N UT ♦ 11' 1 ' 5c ip _ \o5 V ium V � , r r ?it: � S PP 4 . , � e � fir ,.. mtIlic\ g = } ______, ICS d , � SPP2 "_ S: 11 1 1 1 • R cSPP14, . i • I _16" VANN. SPP7. ,3 • ' /1St L MO alp„. A SPP1: 11111111-111 •' 0 0 1111E 1=1P, 11111 RIR lit, 1 gar, - iiiptP, --- spoir4 , re, g al 1. ripir4is . . . . Erna . , ,may , Tigard * I • ® � L`, .. � \ 1 T/ • Storm Drainage System - City of Tigard; Oregon The Storm Drainage System Program contains projects to construct, maintain, and improve the storm drainage system in Tigard. The Clean Water Services (formerly the Unified Sewerage Agency of Washington County.— USA) regu- Five Year lates the storm sewer system, but Tigard, owns, maintains, and operates"the system within the limits. In addition, Tigard also maintains and operates the Capital system within a defined service area outside of the City limits under agreement Improvement with CSW. Projects are accounted for in the Storm Sewer Fund. Plan Storm Sewer Fund The Storm Sewer Fund CIP is supported from storm drainage charges and Sys - tems Development Charges (SDCs). SDC funds must be used for projects desig- nated in the Clean Water Services master plan. Water Quality /Quantity Fund - Water ,Quality /Quantity fees are collected by the City on certain development activities in the City. These charges, which were instituted by Clean Water Services, are used to fund offsite" surface water 'system improvements and capac- ity improvements to the storm drainage system. FY 2002-03 Projects Adopted Map Project ' Fund Amount . Location Storm Drainage Major Maintenance Program Storm Sewer ' $100,000 SDP1 This program. addresses minor storm drainage problems requiring more than normal maintenance effort. -This year's program includes drainage improvements on Commercial, Street between 95t Avenue and Main Street, Walnut Terrace, and other projects at various locations in the City. Storm Drain Pipe Rehabilitation Storm Sewer $100,000 The City currently has approximately 4,300 feet of storm drain pipes that are under capacity and consist of failing pipe materials. This project will rehabilitate 1,200 feet of existing pipes by methods of pipe bursting or lining. Summer -Lake Improvements. Water Quality/ Quantity $25,000 Sp P2 This funding continues the progress on the project m accordance with Council 4 „ direction. Flow monitoring and other related studies will be performed to provide .J I . information on the feasibility of the option recommended for.this project. 219 Adopted Map City of Tigard, Project Fund Amount Location Oregon Wetland Mitigation Monitoring Water Quality/ (Tiedeman Avenue at 130th Ave. Bridge) Quantity $2,500 SDP3 Five Year This continues the requirement to monitor the mitigation plantings on the Capital Tiedeman and 130th Avenue bridges. The Corps of Engineers requires a 5 -year Improvement monitoring period. This would be the fourth year of the monitoring service. Plan Fanno Creek Trail Wetland Monitoring Water Quality/ Quantity $4,500 For construction of Fanno Creek trails, the permit issued by the Division of State Lands requires that the mitigation area be monitored for a period of three years, while the Corps of Engineers requires a five -year monitoring period. The project reports are prepared by a consultant who monitors the survival rate of mitigation plantings. The first monitoring reports were submitted to DSL and the Corps of Engineers in December 2001. Total Storm Drainage System $232,000 FY 2003 -04 Projects Clean Water Services Master Plan Projects Water Quality/ Quantity $40,000 Storm Drain Pipe Rehabilitation Storm Sewer $40, 000 Storm Drainage Major Maintenance Storm Sewer $60; 000 Total FY 2003 -04 Storm Sewer System $140,000 FY 2004 -05 Projects Clean Water Services' Master Plan Projects Water Quality/ Quantity $40, 000 Public Facility Plan Projects Storm Sewer $80, 000 Storm Drainage Major Maintenance Storm Sewer $60, 000 . Total FY 2004 -05 Storm Sewer System $180,000 220 • Adopted Map City of Tigard, Project Fund Amount Location Oregon FY 2005 -06 Projects Five. Year Clean Water Services Master Plan Capital Projects Water Quality/ Quantity $40,000 Improvement - - Plan Public Facility Plan Projects Storm Sewer $140,000 Storm Drainage Major Maintenance Storm Sewer $40, 000 Total FY 2005 -06 Storm Sewer System $220,000 • FY 2006 -07 Projects • Clean Water Services Master Plan Projects Water Quality/ . Quantity $40,000 Public Facility Plan Projects • Storm Sewer $200,000 Storm Drainage Major Maintenance Storm Sewer $40, 000 Total. FY 2005-06 Storm Sewer System. • $280,000 221 • - h q . _ . . ki • • t Storm Drainage Syste IU • Program Projects - ■l1 �'� L . ti� , • . - F z am SDP3: , `SDP2':�il D . j �,_ 0„ 4-_ �� OR ti, o� SDP1. „ . NUT .iw\-. sirpi: . , . � G � � � � 0� Ae,-,49 � � � � DP3 � ,-.. , 11( ..m••44 - 1 ill' • • . . 0P -I .: � � OX‘ ` 2i No : �1k N��r NA” MI d m 11'11". l - ' (; - AO" „as .1.1111.17 . ILI T I > II ' . N �� . a Pao libif- s ' i lavi,..i: i 1 PIII4111- Or . moo ' ' RD 416 BO W • RD :_ • rill .. a .4 . . , ens ii • ___.r, . IR i z k4ok_„, fk.a.„..hiPILNIg zuM a IL c.., , r _, fj , i p sw i.„,,,c._ 1 ._ 1 . vi , . — , tehT :. 'ND ' all : AIMM 61 II . . . . Lir: it .: - 1, IRA, 4,• .. • , • Tigard �� _ L - co \ 1 I �'� Fr • III ■ Water System Cie), of Tigard, • Oregon The Water System Program contains projects designed to maintain and improve the Tigard water system. The Tigard water system provides water to portions of the City of Tigard, the cities of King City and Durham, and an unincorpo- Five Year rated area under the jurisdiction of the Tigard Water District. All of these entities are represented on the Intergovernmental Water Board, which approves Capital the capital program for the system. Projects are accounted for in the Water Improvement Fund, the Water SDC Fund, and the Water CIP Fund. Plan Water Fund The Water Fund is the primary operating and maintenance fund of the water system. Revenues come from water sales and connection fees. This fund supports operations and major capital maintenance . and some system improve- ments.not eligible for funding from Systems Development Charges (SDCs). Water SDC Fund • The Water SDC Fund accounts for the improvement portion of Systems Devel- opment Charges (SDCs) charged to new development. Money in this fund can only•beused for improvements to or expansion of the current water system needed to support new customers. Water CIP Fund The Water CIP Fund is presently reserved for projects to develop a new long- term water supply for the system: Money in, this fund is therefore being held as a reserve to pay for whatever long -term supply option is ultimately selected. FY' 2002 -03 Proposed Projects Adopted Map Project Fund Amount , Location • Meter Replacements Water $40,000 This is the fifth year of a program to replace all 1 1/2 -inch and larger meters. The results have shown that changing out the existing meters can increase water revenues by 10 %. Replacement of defective or malfunctioning - 5/8 "x 3/4 " and 1" meters. Water $1.5,000 Meter Installations _ Water $60,000 • 223 Adopted Map City of Tigard, Project Fund Amount Location Oregon Water Service Installations Water $10,000 Five Year Beginning in FY 2000 -01, new subdivisions and commercial projects that did not require direct taps into City water mains for new water services were Capital required to install their own services. This requirement is standard practice in Improvement most cities and water districts and allows the City to focus on routine and Plan preventative maintenance of the water system. The City does install services for a single lot or a single service that requires this direct tap. This budgeted amount should be sufficient to cover the costs of these taps. Regulator Installations Water $8,000 At this time, the City has not identified any new subdivision that will require the installation of a pressure reducing station. However there is the potential of installing one additional pressure reducing station on the northern flank of Bull Mountain if additional phases of Hillshire Creek are constructed. Fire Hydrant Installation /Replacement Water $100,000 This is an ongoing program to replace the old style Pacific States fire hydrants with new hydrants. The average cost for each installation is $2,500. 2-Inch Line Replacements Water $60,000 Gaarde St. Phase 2 Waterline Relocation Water $200,000 WSP1 SCADA System Water $175,000 Menlor Pump Station Water $675,000 WSP2 Security Vulnerability Evaluation and Upgrades Water $30,'000 Water Main Oversizing Water SDC $50,000 This project will pay for oversizing water ma i n new developments. Secure 550 feet reservoir Site Water SDC $350,000 Aquifer Storage and Recovery, Pilot Test Water CIP . $85, 000 224 • City of Tigard, Adopted Map Oregon Project Fund Amount Location Aquifer Storage and Recovery (ASR) Five Year Phase 2 Water CIP $370,000 Capital • • ,The City is currently in the second year of conducting a feasibility study to Improvement determine if ASR is a viable solution to meet interim, water supply needs. Phase Plan 2 includes permitting and obtaining water rights, wellhead modifications, and an ASR pilot test. Water Supply — Scoggins Dam Feasibility Report Water CIP $80,000 Bull Run Regional Authority, • Phase II Report • • . ' Water CIP $25,000 'Joint Water Commission Raw Water - Pipeline Pre- design Water CIP $85,000 Joint Water Commission — - Fernhill Reservoir Pre- design Water CIP $25,000 Total Water System, - $2,443,000 FY 2003 -04 Projects Water Line Replacement - SW Walnut St. Water $800,000 Program 1 ' /z' "+ Meter Replacements Water • $40,000 Replacement of Defective Meters Water $15,000 Meter Installations Water - $60, 000 Water Service Installations Water $10; 000 Regulator Installations Water $8,000 Fire Hydrant Installations Water $100,000 ahofr 2 -Inch Service Line Replacements Water $60, 000 Water Main Installation — Burnham St. Water • $334, 000 . (, 7� � • 550 -Foot Reservoir Supply . Water SDC $342, 000 - 225 • Adopted Map City of Tigard, Project Fund Amount Location Oregon Water Main Oversizing Water SDC $50,000 Five Year Total FY 2003414 Water System $1,819,000 Capital • Improvement FY 2004 -05 Projects Plan Program 1 1/2"+ Meter Replacements Water $40,000 Replacement of Defective Meters . Water $15,000 Meter Installations Water $60, 000 Water Service Installations Water $10,000 2 -Inch Service Line Replacements Water $60, 000 550 -Foot Reservoir Design Water SDC $300, 000 Water Main Oversizing Water SDC $50,000 Aquifer Storage and Recovery, Phase II Water CIP $404, 000 Total FY 2004 -05 Water System $939,000 FY 2005 -06 Projects Program 1 1/2"+ Meter Replacements Water $40,000 Replacement of Defective Meters Water $15,000 Meter Installations Water $60, 000 • Water Service Installations Water $10,000 550 -Foot Reservoir Construction Water $2,700,000 Water Main Oversizing Water SDC $50, 000 Total FY 2005 -06 Water System $2,875,000 226 . • Adopted Map City of Tigard, Project Fund Amount Location Oregon FY 2006 -07 Projects Five Year Program 1 ' /z. "+ Meter Replacements Water $40,000. Capital Replacement of Defective Meters Water $15,000 Improvement Plan Meter Installations Water $60, 000 Water Service Installations Water $10,000 Water Main Oversizing Water SDC $50; 000 Aquifer Storage and Recovery, Phase II Water CIP $701,000 Total FY 2006 -07 Water. System $876,000 • • • - 227 • • ,. . y q 0\Y7 ' YL•R's m F R. I e nti- - .. 1 , _ . . M . . . Water System e, Program Projects :: r � � . � !a . MINI � � i ii .r11 �.� I11 ,,k0 2, , di , L item go . . AI L * K1 ��e� ;:. e rg A . . „„� �,_,5,..� It1 ' \ � 1 - O� � �t�� NUT � i ' � WS �� T F R =IR • • - IM, - :r h p , b\NR . n5 AO oi l m IA 11114111$10414 d 111\11 ce Now r I MI • wq Ir lvvspi,,,,„ ` . BO W' RD .1 or -ad . &glop loll __/- . imil -."--#.. , le, 11 - • � j ,h�IN = 1... °L I it No,.• • ir ram .,r, allbr,# k „ ---- r.N. . ' i$4,11 , l 'in It — iiR . y . • . mi lii i r li IF ob lif Tiga rd �° Boundry ` � .1 �" _ ) ® I® co L ( 45 Imml. ' rk • UNFUNDED PROJECTS . C of Tigard, The failure-of Ballot Measure 34 -20 in the November 2000 election means that Oregon no funding is available to construct, some.greatly.needed street reconstruction and expansion projects during the next few years. In addition, the State gas tax has not been increased during the past decade. The amount available from those_ Five Ye revenues fo corrective and preventative maintenance is not sufficient to ad- Capital equately address the $2 million dollar backlog of maintenance needs. As Improvement operating and materials costs increase, the:net amount available from the Gas . Tax Fund for maintenance projects is expected to decrease each year. Plan- , Adopted Map Project Fund Amount Location Slurry Seals and Overlays Gas Tax $750,000 A large number of streets Are in need of slurry seals and overlays, but were not included in FY 2002 -03 because of funding limitations. Segments of 72nd Avenue, Durham Road, Bonita Road, Ross Street, 67th, 69 (North of ' ' Dartmouth), Thorn Street, 121s�-Avenue, North Dakota Street; Greenburg Road, ' and others are currently' in need of repair and pavement overlay to improve pavement condition and.rideability. , • . . 98th''A . - . (Greenburg Road to•Pihas Court) Gas ' Tax $220;000 This project will acquire right-of-way and widen approximately 750 feet of 98th Avenue on the west side of the street, construct curb and sidewalk and connect to an existing sidewalk on 98th Avenue at Pihas Court. Minor drainage.im- provements are also included in the project. " Total_ Minor. Proj eets $970,000 • • " • Major Projects < .Adopted Map Project Fund _ Amount Location Collectors • Gas Tax ' 121St Avenue — Walnut t� North Dakota $2,030,000 ' Walnut Street — Tiedeman to 121St $4 ;990,000 121St Avenue — Gaarde to Walnut $3;760,000 Burnham Street — Main to Hall $1,570,000 Tiedeman Ave..— Greenburg to Tigard Street $860,000 72nd Avenue — Hampton to Dartmouth $1,500,000 ' Neighborhood Routes . A Former Street — Walnut to 115th Avenue $1,570,000 Tigard Street — Main to Tiedeman (south side) $990,000 � H��aNi Commercial Street (North side, Main St. to Lincoln) $460,000 _"; Total Major Projects $17,730,000 Grand Total— Unfunded Projects $18,700,000 229 . .•i • ' -1,` • • • 1 . r City of Tigard, Oregon - Sa w ~�.� • •' - - ... a _' f City of Tigard, • Oregon Debt Service Explanatory Narrative/ Expenditure 'Summary 230 Debt Service Summary 231 General Obligation Bonds 232 Bancroft Improvement Bonds 233 A i Oustanding and Planned Debt Issues 234 CD • • • /�H /IIINI 1111410 \� • • City-of ®f Tigard, Org ®n • - .. - • • • - The City has three types of debt currently outstanding. They include general City of Tigard, obligation bonds secured by the City's authority to levy property taxes and Oregon , assessment bonds secured by installment payment contracts with property owners. The third type includes short term bond anticipation notes secured by the City's full faith and credit and the ability to assess property owners when Debt the related project is complete. • Service The City's current outstanding debt is as follows: General Obligation Assessments Notes Total 02/03 $245,000 $309,548 $3,730,097 _ $4,284,645 03/04 197,018 197,01.8 04/05 197,018 197,018 05/06 275,018 275,018 06/07 193,018 193,018 07/08 193,018 193,018 08/09 96.509 96,509 $245;000 : $1,461,147 $3,730,097. $5,436,244 The assessment maturities in FY 2002 -03 and FY 2005 -06 include term bonds , that can be called prior to maturity. As assessment payments are made, term bonds will be called as funds allow. Existing debt levels have no direct impact on current or future City operations. Legal Debt Limit . Oregon statutes limit localgovernment debt to 3% of true cash value. The debt limit calculation'excludes debt related to assessments, therefore; only outstand- ing general,obligation debt is subject to the limitation. The limit for FY 2002- 03 will be $,108,802,647 based upon the e stimated assessed value of $3,626,754,912. Future Debt Limit . • - The City will receive contracts from property owners to pay assessments on • Local Improvements in installments. The City plans to issue assessment bonds during FY 2002 -03 to be repaid by the benefited property owners for both the Dartmouth LID and SW 69th Ave. LID. The City will also issue $13 million in general obligation bonds for a bond measure approved May 21, 2002 for new Library. The following tables and graphs depict future debt service requirements in total and by debt service type. These figures also present schedules detailing re- quired debt service expenditures for FY 2002 -03. 230 • • FY 2002 -03 City of Tigard, Debt Service Oregon GENERAL OBLIGATION BONDS - Paid from property taxes Refunding Bonds $256,638 Library Bond 1,067,500 Debt Service $1,324,138 Summary BANCROFT IMPROVEMENT BONDS - Paid primarily from Special Assessments 1993 -B Refunding $194,370 1998 Dartmouth Street LID 193,018 2002 69th Ave To be Issued 151,600 Additonal Bond Calls 550,000 $1,088,988 BOND ANTICIPATION NOTES - Dartmouth Street LID $2,185,260 69th Ave. LID 1,740,725 $3,925,985 TOTAL 2002 -03 DEBT SERVICE $6,339,111 Debt Service by Type Bond Anticipation Notes 61.93% Bancroft Improvement Gen. ■ "1:� 17.18% Obligation c""� 20.89% 231 Projected Annual Debt Service City of Tigard, General Obligation Bonds Oregon General 1,400,0003 Bonds 1,200,000- 1 — 1,000,000 a) o co 800,000- , .n 0 1 600,000 - c c Q 400,000- 200,000 0 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 Fiscal Year Interest ❑ Principal FY 2002 -03 debt service on the outstanding General Obligation Bonds is as follows: General Obligation Bonds Date Interest Principal Total 1993 Series A 1/1/02 $5,819 $0 $5,819 Advance Refunding Bonds 7/1/02 5,819 245,000 250,819 Original issue $6,935,000 2002 Issue (Estimated) Library Building 12/1/02 $341,250 $0 $341,250 Original Issue Est. - $13,000,000 6/1/03 341,250 385,000 726,250 11 Total General Obligation Bond Debt Service $694,138 $630,000 $1,324,138 232 - Projected Annual Debt Service . City of Tigard; • • _ Bancroft Improvement Bonds Oregon • 4,500,000 - . • .:Bancroft �;7 4,000,000 , ' Improvement ` . Bonds " ; ' • 3500000 'ti ' Bond .- ;gin Anticipation 3,000,000 — �; :. a, m U Notes 2500 000 -' - To 2,000,000 - C y9 J . ' 1,500,000 . . 1000000 —' Y 500,000 2003 2005 2007 2009 ..2011 2013 -2015 2017 2019 2021, ,- . Fiscal Year • - ' . Er Principal • . 0 Interest •- • • " • • Portions of the Term Bond maturing in 2006 will be called each year as revenues become ' - . ' available: It is expected the full amount will be called, and paid,' prior to 2006. . , • FY,2002 =03 debt service on outstanding Bancroft Bonds is scheduled as follows: - Bancroft Bonds : Interest'' Date . 'Principal Total ' . - 19933 - Current Refunding, $4 ;370 , 12/01/01 ' •. 190,000 .194;370 • 1998 - . Dartrnouth Street ' 23,734 09/01/01: ' 72,775;, - V 95509 , - • • . . 22,137 ' 03/01 /02- .‘ " ' ;74; 372 -. 96,509 . • - • ' ' . ' • 2002 : 69th Ave (To be Issued): 39,705, TBD: .. , . - ' 0 _ ; 39,705 ' • • . 39,705 , . TBD •72,190 - 1'11,895 Additional Bond Calls as Needed 550,000 - '550:000 - , Total Bonds $ - _ - $959 ;337 $1,088,988 ' ' ' . -Bend Anticipation Notes - , , _ 69th Avenue . $25,725 07102102 ••. !$1,715,000 - .$1,740,725 • , • Dartmouth- Street. 42,630 11/01/02 .0 ; 42;630. • - . ' •- :.42.630 05/01/03 • 2,100,000. . 2142:630' • • -, . 21 lii Total Notes $110,985; $3;815,000 $3,925,985 f Total' Bancroft Debt Service '$240,636 $4,774,337 • $5,014,973: ' , :' 2 33 - ' . J • . _ Original Original Principal Final Source of City"•of Tigard, Issue , _ - • - " Amount - Issue'Date Outstanding Maturity " Payment • Oregon GENERAL OBLIGATON BONDS - • . • General Obligation Refunding Bonds • " _ Callable portions of: - 1993 Sereis A $6,935,000 05/01/93 $245,000 07/01103 Property Taxes Oustanding and Planned Planned Debt . Library Bond • $13,000,000 - TBD . $0 TBD Property Taxes • Issues TOTAL GENERAL OBLIGATION BONDS OUTSTANDING $245,000 SPECIAL ASSESS MENT.BONDS • • - Outstanding - General Obligation Improvement Refunding Bonds Callable portions of: . Series 1993 B $660,000 05/01/93 $190,000 12/01/05 Special Assessments Special Assessment Bond' , . . . • Dartmouth Street Local Improvement District Series 1998 $1,565,576 11/30/98 $1,081,274 09/01/08 Special Assessments Total Special Assessment Bonds Outstanding $1,271,274 . Planned 69th Avenue Local Improvement District Series 2002 - $1,800,000 TBD $0 TBD Special Assessments TOTAL SPECIAL ASSESSMENT BONDS • . • $1,271,274 OfiER DEBT (Special Assessment Bond- Anticipation Notes) - • • Outstanding • 69th Avenue'Local Improvement District • Series 2000 $1,715,000 06/30/00 $1,715,0 07/02/02 Refmance- Bond/Note Dartmouth Street L ocal IinprovementDistrict • - Series 2002 A - $2,100,000 05/01/92 $2,015,097 05/01/04 Refinance- Bond/Note' Series 2002 B ' ' " 05/01/02 $42,906 05/01/04 Refinance- Bond/Note. -TOTAL ,OTHERDEBTS OUTSTANDING • - _$3,773,003 GRAND 'TOTAL - CITY "OF TIGARD.DEBT OUTSTANDING $5,289,277 • m , H,, j , � ,v, 1� k �N��,iH„e�h�J1l - =al • • • //1 /4// - ilNl • • • _® • City of Tigard, Oregon . • • • • p. ■ • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • j . City of Tigard, FUND SUMMARIES Oregon Introduction • 235 General Funds General Fund , • , 238 Enterprise Funds Sanitary Sewer Fund 242 Storm Sewer Fund 244 Water Fund 246 Water CIP Fund • 249 • Water Quality/Quantity Fund 250 Water SDC Fund 252 Special Revenue Funds • Building Fund • 254 County Gas Tax Fund 256 • Criminal Forfeiture Fund L V 258 Economic Improvement District Fund • 259 Eledrical Inspection Fund 260 Gas Tax Fund 262 Insurance Fund 264 Parks Capital Fund 265 Traffic Impact Fee Fund • 267 Tree Replacement Fund 269 Underground Utility Fund • 270 ' Urban Services Fund 271 • • Urban Services Traffic Impact Fee Fund 273 • - , • MEW sapututuns 'plum MEW r, . . , City of Tigard, • Oregon 2 • ri • Capital P rojects Funds 69th Ave. LID Fund 275 • Dartmouth LID/CIP Fund 276 Facility Fund • 277 Metro Greenspaces Fund 278 Park Levy Improvement Fund 279 • Wall Street LID Fund 280 • Internal Service Funds • Central Services Fund • 281 Fleet/Property Management Fund 283 , . Debt Service Funds Bancroft Debt Service Fund 285 • General Obligation Debt Service Fund • 287 4.61, • , The following section presents summaries of all funds that comprise the City of Tigard budget. A fund is a self - balancing set - • I City . of Tigard, of accounts: _ - Oregon ' - Most.funds are established to track the revenues and expenses of a specific:activity or operation. (For.example, the Water • Fund accounts for all water rate revenues and related charges and for the expenses of obtaining and providing water to -the Fund Summaries customers of the water utility:) The General Fund is the primary exception to this rule. The General Fund is used to account Introduction for general - purpose revenues and operations of the City. Most of the traditional, core operations of the City. (i.e. Police; Library, Planning, Engineering; Mayor and Council) are budgeted in this fund. In FY 2001 -02, the City of Tigard adopted a major change to its financial management practices. In the past, almost all expenditures of the City -were accumulated_in the General Fund, and then those expenditures were allocated, back to the . . - other funds based on a series of indicators of use or benefit: This system became increasingly difficult to manage as the City . grew in size and complexity. It also created extra accounting work as each expenditure, in essence, had to be processed • • twice. - In FY 2001 -02, the City transitioned to a ".direct charge" system. Each operation was assigned to'a home fund: Expendi- tures of that operation are now charged directly-to that fund without having to go through a two -step allocation process. This process has given City managers greater ability to ensure that expenditures of the City are correctly paid by the appropriate • fund. In some cases, some operational may be properly paid out of more than one fund. In these instances, the City charges the expenditure to the hone fund; but will then resources from the other funds that can properly pay a portion of those expenses to the home fund. The operations most directly affected by the need to transfer resources are the central administrative functions (City Administration, Finance, and City Attotney),and internal services (Fleet Maintenance and Property Management).. Accordingly, in-FY 2001, -02, two new-_funds were established: the Central Services Fund and the Fleet/Property Management Fund. The Central Services Fund - accounts for the expenses of the central administrative services of the City: City Administration (City Manager ;,Human Resources, Network Services, and Risk Management); Finance (Finance Administration, Financial Operations, Office Services, and Records Management) and the City Attorney. The primary resources of this fund are transfers from other funds, based onindicators of use or benefit, and (in the future) a fund balance for cash -flow purposes and a reserve for future major capital acquisitions. • The Fleet/Property Management Fundaccounts for the expenses of the:Fleet Maintenance Division and the Property Man- - •14:141111(1 • • agement Division. These two divisions of the Public Works Department provide services maintaining and repairing all City NA, 6 vehicles and all City buildings. The resources of this fund are transfers from other funds, based on use or benefit, and a fund • balance forcash -flow purposes. - • Under the City's previous system, the "accumulation of expenses in the General Fund and their subsequent re- allocation to City of Tigard, other funds did not in the budget or in the financial reports. Under the new direct charge system, the transfers be- Oregon tween funds appear in the budget and in the financial reports. This results in an increase in the bottom -line size of the budget equal to the amount of the transfers. These transfers do not increasethe overall size of the operating budget, however. Fund Summaries In FY 2002 -03, the City will use the following funds: Introduction Fund Type Fund Name General General Fund Enterprise Sanitary Sewer Water SDC Storm Sewer Water Quality/Quantity Water " Water CIP . Special Revenue Criminal Forfeiture Electrical Inspection Gas Tax "Underground Utility County Gas Tax , : Urban Services/Traffic Impact Fee Traffic Impact Fee - Insurance Fund w Building Parks Capital Fund a) - Urban Services Tree Replacement Economic Improvement District Debt Service General Obligation Bancroft Bond Capital. Projects Dartmouth LID CIP Park Levy Improvements - = Metro Greenspaces Facility Fund 69th Ave. LID Wall Street LID Internal Service Central Services Fleet/Property Management _ 1 • • Three funds carved different names in prior fiscal years. The Insurance Fund was formerly the Workers' Compensation City of Tigard, • Fund; the Parks - Capital Fund was formerly the Parks SDC Fund, and the Gas. Tax Fund was formerly the State Gas Tax_ . Oregon Fund. These names were 'changed to more accurately reflectthe types of activities that'are associated with -these funds.. In addition, the beginning balances'in the Tree Replacement Fund, Park Levy Improvement Fund, and Metro Fund Summaries Greenspaces Fund will be transferred to the Parks Capital Fund to close out these funds_ and consolidate capital im- ' Introduction provement activities in one fund. The beginning fund balance in the County Gas Tax Fund will be transferred to the :Gas Tax Fund to consolidate all gas tax related funding. Also, the beginning fund balances in the 69th Ave LID Fund will be trans- . 1 ferred to the Bancroft 'Bond Fuund because this LID-has been completed and the final assessments have been made. N . w A , , , . . . . , ,,,,,,, 4„„,„,,,,,,,a„„,,,,,,,, , . . „L„.9,,..„.... . . , . , . . , _ _ . Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1999/00 ' 2000/01 2001102 2002/03 2002103 2002/03 - _Oregon ' - . • RESOURCES . 300000 ; Beginning Fund Balance $6,657,185 $7,043,094 $6,082,150 $6,332,916 $6,643,662 $6,643,662 General Fund Revenue #100 400000 Current taxes $7,209,185 $7,794,213 $8 $8,608,869 $8,608,869 $8,608,869 401000 Prior year taxes 173,099 185,767 161,034 135,000 135,000 135,000 Total Property Taxes • $7,382,284. $7,979,980 $8,195,370 $8,743,869 $8,743,869 $8,743,869 404000. Federal grants $500 $47,802 $101,360 $20,000 $20,000 $20,000 410000 Cigarette tax 81,516 82,403 79,689 85,800 85,800 85,800 _ 411000 Liquor tax . 309,996. 331,320 329,013 371,065 371,065 371,065 ' 412000 -•State revenue'sharing 210,218 220,841 208,887 208;887 208,887 208,887 414000 State _grants • 17,878 15,089 ' 8,100 20,900 20,900 20,900 415000. 911 emergency tax • 15.1,163 165,341 156,222 187,522 187,522 187,522 420000 Hotel /motel tax 304,085 411,203 316,370 311,000. 311,000 311,000 w 422000 County - WCCLS 1,229,989 1,223 1,199,259 1,223,244 1,224,590 '1,224,590 • _ Total Other-Agencles $2,305,345 $2,497,991 $2,398,900 $2,428,418 $2,429,764 $2,429,764 • 430000 Business"tax $221,093 $231,945 . $235,620 $240,000 $240,000 $240,000 433010_ . Eroison control plan check fees 0 - 0 1,230 500 500 . 500 433060 CDC 'review fees 11,170 11,211 13,900 7,000 7,000 7,000 433070 Address fees 15,210 3,720 4,500 4,600 4,600 4,600 43.4000 Alarm permit 32,585 38,245 36,064 36,064 36,064 36,064 435000 Liquor permit fees 4,150 . 3,910 4,631 2,350 2,350 2,350 . '436000 Engr. public improvements 102,563 50,381 55,000 55,000 55,000 55,000 437000 "Sign permit fees 7,570 8,860 8,100 • .8,100 8,100 8,100 438000 ' Land use'application fee 160,549 144,155 130,000 75,000 75,000 75,000 ' 439000" Reimbursement application fee 18,115 (20,506) 11,880 5;000 5,000 5,000 ' 440000 Lien search fees 13,480 24,910 37,080 90,000 90,000 90,000 451000 Misc. fees & charges 30,676 21,399 44,100 40,000 40,000 40,000 451004 Library copier receipts . 0 1,897 0 2,500 2,500 2,500 • 452000 'Park reservations 21,053 - 29,136 • 23,211 24,000 24,000 24,000 457050 Library miscellaneous income 0 1,426 _ 0 2,760 2,760 2,760 /��r�r� lr�i,� I � 1, I ` Total Fees & Charges $638,214 $550,689 - $605,316 $592,874 $592,874. $592,874 . • - Actual Actual - Adopted Proposed 'Approved Adopted City of Tigard, Description 1999100 2000101 2001/02 2002/03 2002/03 .' 2002103 Oregon 455000 Customer deposit forfeitures $3,208 ' $0_` $0 $0 $0 _ $0 455010 Fines & forfeitures - traffic - 332,767 . ` 317,123 632,500 305;000 • 350,000 350,000 ' 457000 Library fines 35,369 48,784 51,000 52,530 52,530 , 52,530 General Fund ' 458000 Civic infractions 250 1,825 250 5,000 5,000 - 5,000. _ #100 Total Fines $371,594 $367,732 $683,750 - $362,530 $407,530 _ $407,530 460000 Electric $905,927 $931,816 . ; $1,188,064 $1,085,300 $1,085,300 $1,085,300 461000 Gas 274;655 313,055 342,904 382,169 382,169 382,169 462000 Telephone • - 379,145 376,321 .420,240 428,645 428,645 428,645 . 463000 Garbage 216,414 230,378 171,000 190,000 190,000 - 190,000 465000 Cable TV. . 184;627 , 212 ;410 184,652- 198,053 198,053 198,053 Total Franchise. Fees $1,960,768.- _ $2,063,980 $2,306,860 $2,284,167 $2,284,167 $2,284,167 ' 470000 Interest $390,707 $484,061 $329,000 $221,650 $221,650 $221,650 N w 471000 Interest earned from others 14,830 1,9,509 12,500 12,500 12,500 12,500 co 472000 Rentals 13,187 - 27,244 , 0 4,880 4,880 4,880 Total Interest & Rentals 7 $418,724 $530,814 $341,500- $239,030 $239,030 $239,030 477000 Donations /Gifts $278 $2,339 $250 $500 $500 $500 • 478000 Other revenues _ 1,081 968 1,000 14,470 14,470 14,470 479000 Recovered expenditures 184,958 . .81,833 . 75,000 25,000 - 25,000 25,000 Total Other Revenue ' . $186,317 $85,140 - ' $76250 $39,970 - . $39,970 $39,970 Total Revenue $13,263,246 $14 ;076,326. $14,607,946 $14,690,858 $14,737,204 $14,737,204 • A . , _ „,004 1„ , . . lovill 0.091. 11. . _. , , _ . . . . .. . Actual. Actual Adopted Proposed Approved Adopted Description . 1999/00- 2000/01 - 2001102 2002103 2002103 2002/03 City of Tigard Oregon Transfer In from other fu nds . Building Fund $0 $0 $223,685 $66,703 $66,889 $66,889 ` General Obligation Debt Fund • 0 31,500 0 0 0 - 0 General.F Sanitary•Sewer Fund 0 0 111,347 117,541 117,581 117,581 #100 Storm Sewer Fund 0 0 300,082 271,604 271,637 271,637 Water Fund 0 • 0 272,156 309,402 309,513 309,513 • - Water Quality/Quantity Fund 0 0 977 885 887 887 Criminal Forfeiture Fund 0 0 56,420 10,000 10,000 10,000 _ Gas Tax Fund • 0 0 783,225 1,087,485 " 1,087,510 1,087,510 County Gas Tax Fund - 0 0 160,888 0 0 0 - - Traffic Impact Fee Fund 0 0 79,535 81,705 81,715 81,715 • Traffic Impact Fee US. Fund - 0 0 35,045 36,004 36,008 36,008 - - • Electrical Inspection Fund - - 0 0 19,221 17,400 17,448 17,448 Urban Services Fund 0 0 133,705 131,756 131,888 131,888 Tree Replacement Fund 0 0 - 2,300 0 0 0 - _ Economic Improvement District Fund 0 0 53,334 0 . 0 0 Total transferin from other funds • • $0 $31,500 $2,231,920 $2,130,485 $2,131,077 - $2,131,077 c _ TOTAL RESOURCES - $19,920,431 $21,150,920 $22,922,016 $23,154,259 $23,511,943 . $23,511,943 • REQUIREMENTS . Program Expenditures Community Services $8,298,998 $8,666,182 $9,065,313 $9,322,871 $9,397,166 $9,400,166 • Public Works 440,687 557,608 2,374,907 2,511250 2,511,437 • 2,511,437 Development Services 1,613,350 1,714,458 2,532,431 2,572,298 2,573,110 2,573,110 Policy and Administration 1,874,194 2,086,889 • 385,738 298,407 298,407 298,407 • - General Government 156,849 12,390 0 0 0 0 Total Expenditures • $12,384,078 $13,037,527 $14,358,389 $14,704,826 $14,780,120 $14,783,120 • Capital improvements $313,259 $245,409 $410,000 $326,250 $326,250 $326,250 ' - Transfer out to other funds $180,000 $0 $0 $0 $0 $0 Facilities Fund 0 550,000 450,000 450,000 715,746 715,746 . Building Fund - 0 0 54,750 50,533 • 50,533 50,533 - - Central Services Fund 0 0 2,280,560 2,602,341 2,620,958 2,620,958 �/�nvi- 'q�� `till,l� Central Services Reserve for Fin.System 0 0 250,000 125,000 ' 125,000 125,000 i�. Gas Tax Fund - 0 0 0 397,861 397,861 397,861 . Fleet/Property. Management Fund 0 0 625,701 656,683 656,683 656,683 • Total'transfer out to other funds $180,000 $550,000 $3,661,011 $4,282,418 $4,566,781 $4,566,781 • • Actual . - Actual Adopted ' Proposed Approved Adopted' . .- City of Tigard, Description - • - 1999100 2000101 . • 2001102 2002103 2002103 2002103 - Oregon . Contingency General Contingency - $0 _ SO $1,000,000 $1,000,000 $1,000,000 - $997,000- • , Total Contingency - $0 -. $0 . $1,000;000 $1,000,000 $1,000,000 $997;000 General Fund - , #100 Total Budget $12,877,337 $1 3,832,936 $19,429,400 $20,313,494 $20,673,151 $20,673,151 Ending Fund Balance , . Undesignated Fund Balance _ _ - $ 7,043,094 $7,317 ;984. $3,492,616 $2 $2;838,792. $2,838,792 Total Ending Fund Balance - • $ 7,043,094 $7,317,984 $3,492,616 $2,840,766 $2,838,792 $2,838,792 TOTAL REQUIREMENTS $19,920,431 $21,150,920 $22,922,016 $23,154,259 $23,511,943 $23,511,943 • The General Fund is used to account for all revenues and- expenditures of a general nature not required to be recorded in "' another fund.. Revenue is received from property taxes, fees andcharges for services, franchise fees, and revenue from other A J - ' agencies. Property taxes make up the largest single source of General Fund revenue. Other agency revenues include such revenues as _ Hotel/Motel Tax, and the WCCLS Library levy distributioii,.andstate revenue sharing monies, e.g.: cigarette, liquor, and 9 telephone, taxes. Franchise fees include' fees for the use ofpublic rights -of -way paid by public utilities as a percentage of the utility's gross proceeds collected in the City. The General Fund supports a.variety of services provided to the community. It is the City's primary discretionary-fund and can be usedfor any purposeapproved by-the City Council. Fund revenues are projected to increaseonly slightly from FY 2001 -02 levels. Property tax revenues are expected to . increase by over $574,000 in FY 2002 -03 due to the allowable 3% increase in assessed valuation and new construction. However, projected Fines & Forfeiture revenues will reflect a decrease of over $282 ;500 from FY 2001 -02 budget because the photo radar program inthe- Police Department will not be implemented in the near future. . Total program expenditures show a little over $424,000 increase from FY 2001 -02. The most significant increases in • program- expenditures are in the areas of Community Services and Public Works. - _ Actual Actual Adopted Proposed Approved Adopted Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002103 City of - Tigar - O reg o n . RESOURCES . 300000' Fund balance $6,101,481 $6,751,951 $8,279,097 $7,906,080 $7,906,080 $7,906,080 ' Revenue . ' Sanitary Sewer , - 443000 Sewer connection fees $176,180 $225,560 $294,500 $243,763 $243,763 $243,763 Fund .#500 446015 : Bad debt expense • (445) 0 0 0 0 0 • 446020 - Sewer service charges 1,502,997 1,284,088 1,960,000 1,507,050 1,507,050 1,507,050 470000 : Interest 346,815 466,210 455,400 276,713 276,713 276,713 - 478000 Other revenues 2,684 0 0 0 0 0 479000 Recovered expenditures 13,783 (1,823) 0 0 0 0 479005 Bad recovered expenditures 0' 2,266 0 0 0 0 479010 Reimbursement district revenue - 177.548 180.654 0 12,000 12,000 12,000 Total Revenue $2,219,562 $2.156,955 $2,709,900 $2.039.526 $2,039.526 $2,039,526 TOTAL RESOURCES $8,321,043 $8,908,906 $10,988,997 $9,945,606 $9,945,606 $9,945,606 REQUIREMENTS . Program Expenditures N A - - Public Works $471,983. $570,911 $456,791 $487,658 $487,658 $487,658 N Development Services 71,031 65,290 0 0 0 0 . • , Policy and Administration 290,613 122,859 0 0 0 0 General Government 26,282 2,075 0 0 0 0 . Total Expenditures $859,909 $761,135 $456,791 $487.658 $487.658 $487,658 Capital Improvements $709,183 $543,866 . $2,230,000 $2,300,000 $2,300,000 $2,300,000 Transfer out to other funds • General Fund $0 $0 $111,347 $117,541 $117,581 $117,581 Central Services Fund 0 0 125,300 122,212 120,772 120,772 • . Fleet/Property Management Fund 0 0 24,012 29,646 29.646 29.646 Total transfer out to other funds $0 $0 $260,659 $269,399 $268.000 $268.000 ' Contingency ' General Contingency $0 $0 $430,000 $450,000 $450,000 $450,000 Desig Contingency for Equipment Reserve 0 0 0 25.000 25,000 25,000 Total Contingency $0 $0 $430,000 $475.000 $475,000 $475,000 ' Total Budget $1.569.092 $1.305.001 $3.377.450 $3.532.057 $3,530,658 $3,530,658 / fl� i � liwcll l l � Ending Fund Balance ` - ' Undesignated Fund Balance $6.751,951 $7.603.905 $7,611,547 $6,413,549 $6,414,948 $6.414,948 --. Total Ending Fund Balance $6,751,951 $7,603,905 $7,611,547 $6.413,549 $6,414,948 ' $6,414.948 TOTAL REQUIREMENTS $8.321.043 $8,908,906 $10.988.997 $9.945.606 $9.945.606 $9,945,606 • • • Clean Water Services (formerly the Unified Sewerage Agency -USA) is a special district within Washington County that City _ofTigard, provides sewer treatment. Clean Water Services (CWS) contracts with the'City to bill and collect CWS sewer charges _ Oregon within a defined service area In addition, the City maintains :sanitary lines within this service area on behalf of CWS. Sewer connection fees are charged to developers upon connection to the sewer system. Clean Water Services sets the - Sanitary amount of the connection fee each year The City keeps 20% of each fee and sends the remaining 80% to Clean Water - Fund #500 Services each month. Clean Water Services also sets sewer service charges: The City keeps 21:4% of the non - revenue bond portion of the total monthly per unit charge. Clean Water Services sewer service charge is based upon water consumption during the previous winter average period. Fund revenues are down substantially from the FY 2001 -02 Adopted°Budget to more accurately reflect current growth projections in the area Projections also are assuming a 2:5 %increase in the sewer service fee effective 1, 2002: This fee is established by the Board of Directors of Clean Water Services. Total program expenditures show a minimal increase in program expenditures, the capital improvement program, and fund w transfers as well. • • Actual • Actual Adopted Proposed Approved Adopted ' , Description 1999/ ' 2000/01 2001/02 2002/03 2002/03 2002/03 • • . City of "Tigard, • • " Oregon RESOURCES 30000 ' Fund balance $783,436 • $777,978 $960,638 $694,580 $694,580 $694,580 Revenue ' Storm Sewer _ 446015. Bad debt expense ($62) '$0 $0 $0 - $0 $0 Fund #510 447000 Service charges 1,080,666 1,062,730 1,462,860 1,577,126 1,577,126 1,577,126 470000 Interest 34,433 44,461 52,200 24,310 24,310 24,310 479000 Recovered expenditures 44,474 1,950 0 0 0 0 . Total Revenue _ $1,159,511 $1,109,141 $1,515,060 $1,601,436 $1,601,436 $1,601,436 TOTAL RESOURCES $1,942,947 $1,887,119 $2,475,698 $2,296,016 $2,296,016 $2,296,016 REQUIREMENTS Program Expenditures • Public Works $589,587 - $775,802 $452,530 $506,733 $506,733 $506,733 Development Services 65,598 62,361 ' 0 0 0 0 - Policy and Administration 275,643 137,179 0 0 0 0 General Government 26,282 2,075 0 , 0 0 0 Total Expenditures - $957,110 $977,417 $452,530 $506,733 $506,733 $506,733 Capital Improvements $207,859 $183,942 $342,000 $200,000 $200,000 $200,000 Transfer out to other funds ' General Fund $0 $0 $300,082 $271,604 $271,637 $271,637 .Central Services Fund 0 0 146,927 217,001 213,466 213,466 ' - Fleet/Property Management Fund 0 0 46,539 70,710 70,710 70,710 Total transfer out to other funds $0 $0 $493,548 - $559,315 $555,813 $555,813 Contingency "General C ontingency $0 $0 $182,000 $188,000 $188,000 $188,000 Desigr9ated Contingency for Equipment Reserve - 0 0 0 25,0.00. 25,000 25,000 Total Contingency • $0 $0 $182,000 $213,000 $213,000 $213,000 ' Total Budget $1,164,969 $1,161,359 $1,470,078 $1,479,048 $1,475,546 $1,475,546 Ending Fund Balance - Undesignated, Fund Balance $777,978 $725,760 $1,005,620 $816,968 $820,470 $820,470 Total Ending Fund Balance $777,978 $725,760 $1,005,620. $816,968 $820,470 $820,470 kop i1�iN 1I 1 ` __� r - TOTAL REQUIREMENTS $1,942,947 $1,887,119 $2,475,698 $2,296,016 $2,296,016 $2,296,016 • - Clean Water Services (formerly the Unified Sewerage Agency -USA) is a special district within WashingtonCounty that • C ity of Tigard, provides sanitary and storm sewer treatment: : Clean Water Services contracts with the City to bill and collect the storm - Oregon water charge within a defined service area and to provide storm water system maintenance within this area Funds are Used- for the operation, maintenance, and repair of storm sewer facilities. In return for services provided by the City to Clean Water Services, the City shares in the revenue collected for the monthlycharges. The City keeps $3.00,of the $4.00 monthly , Storm Sewer _ storm water charge and sends the balance to Clean Water Services. Fund #510 - - Fund revenues are up slightly from the,FY 2001 -02 Adopted Budget._ There is no increse in the surface water management (SWM) service charge being proposed by the Board of Directors of Clean Water Services for FY 2002 -03. Total program expenditures show -an increase $54,000 from FY 2001 -02 and is due to the transfer of personnel and re- sources associated with the recent reorganization of the Public Works Departinent. N _ _ - , . - Actual Actual Adopted Proposed Approved Adopted Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 ,City of Tigard, • ' • • . Oregon . RESOURCES ._ 30000 Fund. balance $5,304,991 - $4,721,073 $5,289,023 $6,291,423 $6,291,423 $6,291,423 Water Fund #530, 401 000 Current taxes $111 ($51) $0 $0 $0 $o - 446010 -Metered water sales 4,493,330 4,611,798 5,200,000 6,063,342 6,063,342 6,063,342 • 446011 Other watersales 12,188 10,336 10,000 - •10,000 10,000 10,000 446013 Meter installation fees - • 138,570 250,147 114,000 142,725 142,725 142,725 _ 446014 Credits for Teaks /misreads (34,788) (11,687) (9,000) (15,000) (15,000) (15,000) 446015 Bad debt expense (2,396) 0 0 _ 0 0 0 448000 SDC reimbursement 291,188 514,571 230,865 230,000 230,000 230,000 Total Water Sales - $4,898,203 $5,375,114 $5,545,865 $6,431,067 $6,431,067 $6,431,067 • 447001 Developers fees $93,131 • $66,473 $60,000 $40,000 $40,000 $40,000 - - 447002 Engineering fees 18,626 13,295 14,000 8,000 8,000 8,000' 447005 Fire service reimbursement 2,500 10,000 4;200 . 5,400 •5,400 5,400 . Total Developer Revenue $114,257 $89,768 $78,200 $53,400 $53,400 $53,400 '4. 451000 .Misc. feesand charges $3,167 $3,550 $2,000 _ $4,000 $4,000 $4,000 470000 Interest income 244,756 313,206 291,000 225,000 225,000 225,000 471000 Interest earned from others 0 175 .0 0 . 0 0 - - 472000 • Rental income • 386 1 17,400 20,880 20,880 20,880 478000 , Other•revenues • - • 15,629 7,550 5,000 5,000 5,000 5,000 - , .478001 Penalties for non- payment .160 11,430 10,000 15,000 15,000 15,000 ' . 478002 Returned check fee 510 825 1,000 1,500 1,500 1,500 • - • 479000 Recovered 'expenditures, 8,851 5,105 5,000 5,000 5,000 5,000 479005 Bad. debt rec. exp. . 0 193 0. 0 0 0 Total Miscellaneous Revenue $273,459 • $342,035 • $331,400 $276,380 $276,380 $276,380 Total Revenue $5,285,919 $5,806,917 $5,955,465 $6,760,847 $6,760,847 $6,760,847 . Transfer in from other funds . - Water SDC Fund $0 $0 $0 $0 $394,875 $394,875 • Total transfer in from other funds $0 $0 $0 - $0 $394,875 $394,875 - TOTAL RESOURCES ' $10,590,910 $10,527,990 $11,244,488 •$13,052,270 $13,447,145 $13,447,145 At( #41W . . . , . . . . . . . . . . . . , . . . - . . . . . . . . . . . . . • . Actual Actual Adopted Proposed _Approved , Adopted • _ -. - ' - City ofTigard, . Description ' . - 1999/00 2000/01 2001/02 2002/03 2002/03 - 2002/03 • - . -- Oregon - REQUIREMENTS , . ' -, . . . Program Expenditures ' _ • - . . . • Public Works .' • $4,725,587 $3,837,315 $4,221,381 $4,644,082 $4,644,051- $4 Policy and Administration 353,245 - 555,682 0 - 0 , 0 • 0 Water Fund #530 General Government 26,282 . 2,075 ' 0 0 0 - 0 _ Total Expenditures $5,105,114 $4,395,072 $4,221,381 $4,644,082 $4,644,051 $4,644,051 . . - Capital Improvements $764,723 $335,958 $982,500 $1,373,000 $1,373,000 $1,373,000 • Transfer out to other funds . - General Fund _ $0 $0 $272,156 $309,402 $309,513 $309,513 • Central Services' Fund • 0 . • 0 818,837 792,811 781,007 - 781,007 • - Fleet/Property ManageMent Fund • 0 . 0 -• 70,112 67,221 67,221 . 67,221 . . . • Tcital transfer out tO Other funds. $0 $0 . $1,161,105 $1,169,434 $1,157,742 $1,157,742 , . Contingency . , . General Contingency • $0 - $0 $952,000 $1,000,000 $1,000,000 $1000,000 Designated Contingency for Equipment:Reserve • 0 - - 0 • 0 25,000 '. 25,000 25,000 Total Contingency $0 ' • $0 $952,000 $1,025,000 $1,025,000 $1,025,000 IV •gu .. , -4 Total Budget $5,869;837 $4,7 , $7,316,986 $8,211,516 $8,199,793 $8,199,793 Ending Fund Balance .. . - . _ Undesignated Fund Balance - - " $4,721;073 $5,796,960 $3,927,502 $4,840,754 $5,247,352 , $5,247,352 Total Ending Fund Balance $4,721,073 $5,796,960 $3,927,502 $4,840,754 $5,247,352 $5,247,352 • . • ., - TOTAL REQUIREMENTS' -$10,590,910 $10,527,990 $11,244,488: $13,052,270 $13,447,145- $13,447,145 , . - -- . .. . • . . . • ' • . , • , - . . . . . . . • . • • . A . . . . . .. , . . • /Arehovolii; . . . .. , . . . . .. . . • , . , . . . . . • . . . . • • The City of Tigard manages the operation of the Tigard water system through an intergovernmental agreement with the cities City of Tigard, of King City, Durham, and the Tigard Water District. This fund is the primary operating fund of the water system and ac- Oregon counts for all costs related to the water operation. The fund also accounts for ongoing maintenance projects and routine capital improvement projects. Water Fund #5 Water sales income is based on water supply projections and estimated growth in the customer base of the system. A review of rates is anticipated to take place during the early part of FY 2002 -03 that could effect actual revenues received during the fiscal year. The budget is assuming a rate increase of approximatelyl0% that would be implemented in early 2003. Developer revenues are charges assessed to developers of property and cover engineering expenses connected with the development and overall cost of the system. - Miscellaneous revenues consist of a variety of smaller revenue sources. The largest single item in this category is interest earned on fund balances. Overall, fund revenues are anticipated to increase about 13.6% from FY 2001 -02 levels, primarily due to the projected rate N _increase and current customer growth. Revenues are the product not only of rates, but also the amount of water sold. The • FY 2002 -03 budget assumes consumption levels consistent with prior years and a slight increase in the customer base. Total program expenditures show a 10% increase from FY 2001 -02. This increase is primarily due to changes in the cost of the City's water supply program. In addition, a significant rolling stock purchase will be made. /4Aiyo#4 1 __.a • • . Actual. Actual Adopted Proposed Approved Adopted _ _- City of Tigard, Description , • - 1999/00 2000/01 • 2001/02 2002/03 2002/03 • 2002/03 . Oregon RESOURCES . 300000 Fund balance $3,806,091 $3,895,979 $3,985,979 • $4,062,226 $4,062,226 $4 Water CIP Revenue Fund #550 450000 System Development Charge - Water $0 $80,080 $0 $0 $0 $0 470000 - Interest 194,572. 246,277 219,200 142,200 142,200 .142,20 478000 Other revenues 4,163. 0 0 0 0 0 479000 Recovered expenditures 0. 1,317 0 0 0 0 Total Revenue . $198,735 ' $327,674 $219,200 $142,200 .$142,200 $142,200 TOTAL RESOURCES $4,004,826- . $4,223,653 $4,205,179 $4,204,426 $4,204,426 $4,204,426 _ REQUIREMENTS - - - Program Expenditures • Total Expenditures $0 _ $0 $0 $0 $0 $0 N co Capital Improvements $108,847 $90,528 $485,500 $670,000 $670,000 $670,000 CONTINGENCY . General Contingency • $0 - .$0 ' $73,000 $100,500 $100,500 $100,500 • Total Contingency $0 - $0 $73,000 $100,500 $100,500 $100,500 Total- Budget $108,847 $90,528 - $558,500 $770,500 $770,500 $770,500 . - Ending Fund Balance - - Undesignated Fund Balance - $3,895,979 - $4,133,125 $3,646,679 $3,433,926 $3,433,926 $3,433,926 Total Ending Fund Balance $3,895,979 $4,133,125 . $3,646,679 $3,433,926 $3,433,926 $3,433,926 • TOTAL REQUIREMENTS $4,004,826` $4,223,653 .$4,205,179. $4,204,426 $4,204,426 $4,204,426 The Water CIP Fund accounts for major capital projects of the water Fund resources consist ofperiodic transfers A d�M from the Water Fund and interest earnings on any fund balances. �/�s,»� ��i��j I I '� In FY 1998 -99, the Water Fund transferred $4 million to the Water CIP Fund in anticipation of a new water supply project. That project was 'delayed, and funds are held in this fund in anticipation of a major water supply project at some time in the future. Actual Actual Adopted ,Proposed Approved Adopted City of Tigard, Description _ 1999/00 2000/01 2001/02 2002103 2002/03 2002/03 Oregon RESOURCES 300000 Fund balance $1,365,340 $1,656,602 $1,149,297 $1,775,280 $1,775,280 $1,775,280 Water Quality/ Revenue Quantity - 445000. Service charges $190,439 $91,315 $96,400 $50,000 $50,000 $50,000 Fund #520 470000 Interest 76,149 106,442 60,500 62,135 62,135 62,135 479000 Recovered expenditures 42,490 0 0 - 0 0 0 Total Revenues - $309,078 $197,757 $156,900 $112,135 $112,135 $112,135 -TOTAL RESOURCES $1,674,418 $1,854,359 $1,306,197 $1,887,415 $1,887,415 $1,887,415 REQUIREMENTS Program Expenditures - Development Services $1,793 $967 $0 $0 $0 $0 Policy and Administration 0 37 0 0 0 0 N - Total Expenditures $1,793 $1,004 $0 $0 $0 $0 cn 0 Capital Improvements $16,023 $113,819 $403,500 $32,000 $32,000 $32,000 Transfer out to other. funds - General Fund $0 $0 $977 $885 $887 $887 Central Services Fund 0 0 174 355 353 353 Fleet/Property Management Fund ' 0 0 5 30 30 30 Total transfer out to other funds $0 $0 $1,156 $1,270 $1,270 $1,270 Contingency General Contingency $0 $0 $53,000 $4,900 $4,900 $4,900 Total- Contingency $0 $0 $53,000 $4,900 $4,900 $4,900 Total Budget $17,816 $114,823 $457,656 $38,170 $38,170 $38,170 Ending Fund Balance Undesignated Fund Balance $1,656,602. $1,739,536 $848,541 $1,849,245 $1,849,245 $1,849,245 Total- Ending Fund Balance $1,656,602 $1,739,536 '- $848,541 $1,849,245 $1,849,245 $1,849,245 / 1� TOTAL REQUIREMENTS $1,674,418 $1,854,359 $1,306,197 $1,887,415 $1,887,415 $1,887,415 • This is a subsidiary fund of the_Storm Sewer Fund: The-City charges Water Quality /Quantity fees established by Clean Water City of Tigard, Services (formerly the Unified_ Sewerage Agency -USA), on certain development activities in the City. Revenues collected are Oregon used to fund offsite storm water system improvements- and capacity improvements to the storm sewer system.. Fund revenues are projected to be slightly lower in FY-.2002-03. This trend is the result of a slight decrease in development. Water Quality/ activity and a Corresponding decrease in the number of properties subject to this charge that will be providing on -site Quantity stormwater detention facilities. Fund # Total budget shows a marked decrease from prior years.. Funds are included for continued water monitoring at Fanno Creek Trail and pretreatment activities at Washington Square. • • • • N _& J 4441 I'I\ ., Actual Actual. Adopted Proposed . Approved Adopted City of Tigard, Description 1999/00 - 2000/01 2001/02 2002/03 2002/03 2002/03 - •Oregon RESOURCES -300000 Fund balance $398,858 $377,830 $65,829 $794,075 $794,075 $794,075 Water SDC _ Revenue . Fund #540 450000 ',System Development Chgs $233,610 $601,748 $698,131 $445,000 $445,000 $445,000 470000 Interest 25,007. 44,047 3,600 27,500 27,500 27,500 Total Revenue $258,617 $645,795 $701,731 $472,500 $472,500 $472,500 • - TOTAL- RESOURCES" $657,475 $1,023,625 $767,560. $1,266,575 $1,266,575 $1,266,575 REQUIREMENTS - •Program Expenditures , Total Expenditures $0 $0 $0 $0 $0 $0 N ` Capital Improvements $279,645 $298,549 $588,000 $794,875 $400,000 $400,000 N Transfer out to other funds - Water Fund $0 $0 $0 $0 $394,875 $394,875 Total transfer, out to other funds $0 $0 $0 $0 $394,875 $394,875 -Con tingency ' General Contingency $0 $0 $88,200 $119,231 ,$119,231 $119,231 • Total Contingency $0 - $0 $88,200 $119,231 $119,231 $119,231 Total Budget $279,645 $298,549 $676,200. $914,106 $914,106 $914,106 Ending Fund Balance Undesignated. Fund Balance . $377,830 $725,076 $91,360 $352,469 • $352,469 $352,469 Total Ending Fund Balance $377,830 $725,076 $91,360 $352,469 • $352,469 $352,469 - • • TOTAL REQUIREMENTS- - , $657,475 $1,023,625 $767,560 $1,266,575 $1,266,575 • $1,266,575 • .41k- . ,,„„ftvoilli, . •, A. - J • • The Water SDC Fund is a subsidiary fund of the Water Fund. Water system development charges (SDCs) are charged _ City-of Tigard, when new water meters are sold and installed. The total amount charged for each meter includes-a"portion for future capac- Oregon ity- increasing projects, a portion for the cost of the meter and a- portion charged as an SDC reimbursement in the Water Fund. This fund accounts for capacity-related funds and may only,be °spent on capacity- related projects. - Water SDC Water SDCs were last updated in July 2000 based upon a water rate study. The improvement portion of the charge is Fund #540 _ recorded in this fund to be used to fund capacity- increasing improvements to the water system. Fund revenues are projected using the anticipated building activity and related growth in water meter sales. Expenditures are dependent upon the City's capital improvement plan and will vary from. year to year according to the specific projects bud- - geted. N c� 43 Avothigi . Actual Actual . Adopted Proposed Approved Adopted - City of Tigard, Description 1999/00 2000/01 . 2001/02 2002/03 '2002/03 2002/03 Oregon RESOURCES, 300000 Fund balance $9,053 $220,086 $539,956 $799,928 $799,928 $799,928 .Buiiding°Fund, Revenue - . #245 • - - 431000 Plumbing permits - $83,573 $170,913 $119,130 $120,000 $120,000 $120,000 431010 Mechanical permits 41,459 72,354 57,000 50,000 50,000 50,000 432000 Building permits - • 405,901 606,131 475,000 375,000 375,000 375,000 ' - - - 433000- Building plan check - fees 242,019: 377,777 290,700 225,000 225,000 225,000 433010 -, Erosion control plan check 7,556 11,598. 9,500 6,200 6,200 6,200 • • - _ 433020 Fire and life safety plan check 88,135 83,573 82,600 47,000 47,000 47,000 - 433030 Plumbing plan check fee 5,040 6,346 9,025 .6,900 6,900 6,900 - . 433050 Mechanical plan check fee 4,328 4,706 6,175 3,600 3,600 3,600 433060 CDC review fees - 10,840 11,391 12,900 • 5,400 5,400 5,400 . 444001 , Sewer inspection fee • - 7,120 13,085 9,690 7,100 7,100 7,100 470000 Interest 2,726 35,775 29,700 20,000 20,000 20,000 479000 Recovered expenditures - 20 515 0 0 0 0 N Total Revenue $898,717 $1,394,164 • $1,101,420 $866,200 . $866,200 $866,200 - • Transfer in from'other funds Electrical Inspection Fund $0 $0 $155,968 $106,527. $106,527 $106,527 .Urban 'Services Fund 0 0 217,173 299,228 299,228 299,228 - • General Fund' 150,000 0 54,750 50,533 50,533 . 50,533 • • Total tran In from other funds $150,000 $0 $427,891 - . $456,288. $456,287 $456,287 TOTAL RESOURCES ' $1,057,770 $1,614,250 $2,069,267 $2,122,416 $2,122,415 $2,122,415 REQUIREMENTS • Program Expenditures . - - Public Works $17,216 $23,222 $0 $0 . $0 $0 Development Services • 667,137 608,332 1,075,644 992,792 992,792 992,792 A . - Policy and Administration 141,556 188,155 0 0 0 0 General Government 11,775 929 0 0 0 0 Total Expenditures , $837,684 $820,638 $1,075,644 $992,792 $992,792 $992,792 , • Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description ' 1999/00 . _ 2000/01 2001/02 2002/03 2002/03 2002/03 Oregon Transfer out to other funds .• General Fund $0 $0 $223,685 $66,703 $66,889 $66,889 Central Services, Fund 0 - 0 249,545 192,173 190,746 - 190,746 ' Building Fund Fleet/Property Management Fund 0 - 0 34,184 29,607 29,607 29 #245 Total transfer out to other funds $0 , $0 $507,414 $288,483 $287,243 $287,243 Contingency General Contingency $0 $0 $250,000 $190,000 $190,000 $190,000 Total Contingency $0 $0 $250,000 $190,000 $190,000 $190,000 Total Budget $837,684 , $820,638 $1,833,058 $1,471,275 $1,470,035 $1,470,035 Ending Fund Balance - Undesignated Fund Balance $220,086, $793,61 $236,209 $651,141 $652,381 $652,381 Total Ending Fund Balance $220,086 793,612 $236,209 $651,141 $652,381 $652,381 • TOTAL REQUIREMENTS $1,057 ;770 $1,614,250. $2,069,267 $2,122,416 $2,122,415 $2,122,415 cn - cn The Building Fund was created in July 1996 to track building permit revenues and expenditures separately from the General Fund. Revenue estimates are based on the projections ofconstruction activity in both the commercial and residential sectors and projected fee increases. Estimates include 207 single - family units, -30 multi- family units, and 12 commercial projects for FY 2002 -03. The building fees in this fund were increased in September 2000. The resources in this fund are dedicated to supporting the Building Inspection Division and related administrative expenses. �4,�,��iy�"N itt'l l q\ Actual Actual Adopted Proposed Approved Adopted - City of Tigard, Description _ 1999/00 2000/01 2001102 2002103 2002/03 2002/03 • Oregon RESOURCES 300000 ' Fund balance $8,379 $60,006 $37,068 $80,000 $80,000 $80,000 County Gas Tax Revenue Fund #205 - 423000 County gas tax • $181,560 $166,727 $174,580 $0 $0 $0 470000 -Interest - . 2",258 . 4,551 • 2,000 0 ' 0 0 . - Total Revenue $183,818 $171,278 , $176,580 $0 $0 $0 TOTAL RESOURCES $192,197 $231,284 $213,648 $80,000 •$80,000 , $80,000 - REQUIREMENTS • - Program Expenditures • . -- Public'VNorks $132,191 ' $157,837 $0 $0 $0 $0 ' Policy and Administration 0 2,606 . 0 0 0 0 Total Expenditures • $132,191 , $160,443 $0 $0 $0 $0 N . , - a) Transfer out to,,other funds - General Fund . $0 $0 $160,888 $0 $0 $0 - Gas Tax Fund 0 0 ' 0 80,000 80,000 80,000 - Central Services Fund , 0 0 18,738 _ 0 . 0 0 .. Fleet/Property Management Fund . 0 • 0 4,822 0 0 0 • Total transfer out to funds - $0 $0 $184,448 $80,000 $80,000 $80,000 Contingency . • . General Contingency $0 $0 $10,000 $0 $0 $0 • Total Contingency $0 $0 $10,000 - $0 $0 $0 Total Budget . $132,191 $160,443 $194,448 I $80,000 ' $80,000 $80,000 Ending Fund Balance ' Undesignated Fund Balance $60,006 $70,841 $19,200 . $0' $0 $0 Total Ending: Fund B $60,006 $70,841 $19 $0 $0 $0 /vme g imv Aiifi TOTAL REQUIREMENTS $192,197 $231,284 $213,648 $80,000 $80;000 $80,000 A • . • Washington County collects one cent per gallon of gas sold within the County as a County gas tax. Taxes are distributed to _ City of : Tigard, - cities within the county according to a formula set by the County. Funds are used for construction, reconstruction, improve Oregon . inent, repair maintenance, operation - and use of public,highways, roads, and streets. In FY 2002 -03, the fund balance in the County Gas Tax Fund will be transferred,to the Gas. Tax Fund and future county County Gas Tax revenues will be deposited in this fund. Fund #205 • • • _ -J .. _ Actual Actual Adopted Proposed Approved - Adopted - City of Tigard, Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Oregon_ RESOURCES , 300000 Fund balance - $54,397 $65,583 $53,520 $69,220 $69,220- $69,220 Criminal Forfeiture Revenue j Fund #235- - 455000 Forfeiture revenues $16,742 $19,006 $0 $0. $0 $0 470000 Interest 5,904 3,917 2,900 2,400 2,400 2,400 479000 Recovered expenditures 200 - 0 0 0 0 0 Total Revenue . $22,846 $22,923. $2,900 $2,400 $2,400 $2,400 TOTAL RESOURCES $77,243 $88,506 $56,420 $71,620 $71,620 $71,620 REQUIREMENTS Program Expenditures . - Community Services $11,660 $19,649 $0 $0 $0 $0 Total Expenditures $11,660 $19,649 $0 $0 $0 $0 N . C ' Tr o CO ut.to other funds General Fund $0 $0 $56,420 $10,000 $10,000 $10.000 Total .transfe to other funds $0 $0 $56 $.10,000 $10,000 $10,000 Contingency General Contingency $0 $0 $0 $1,500 $1;500 $1 - - Total Contingency - $0 $0 $0- $1,500 $1,500 $1,500 Total Budget $11,660 $19.649 $56,420 $11,500 $11,500 $11,500 Ending Fund Balance - Undesignated Fund Balance $65,583 $68,857 $0 $60,120 $60,120 $60,120 Total Ending Fund Balance $65,583 $68,857. - $0 $60,120 $60,120 $60,120 TOTAL REQUIREMENTS - - $77,243 - $88.506 $56.420 $71,620 $71,620 $71.620 Historically, revenues in the Criminal Forfeiture Fund were received from the seizure of assets used in criminal activity. The . _ A,,,�d r„ li l�� 4 + ,�\ passage of Ballot Measure 3' by voters in November 2000 severely limited the ability of police agencies to seize assets; J X01 � I - therefore no new revenue is projected for this fund. Funds on hand prior to the passage of Ballot Measure 3, however, may continue to be used for drug and organized crime enforcement activities. The budget allows transfer of these funds to the General Fund on an as needed basis so these funds may be used for allowable activities. ID . - Actual „ Actual Adopted Proposed Approved Adopted City of T Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 - .Oregon RESOURCES 300000 Fund balance $0 - $0 $0 $0 $0 $0 Economic Revenue Improvement 428000 BID Assessments $0 $0 $27,104 $0 $0' $0 District - 429000 EID Assessments 0 - 0 27,104 0 0 0 Fund #260 Total Revenue - $0- $0 $54,208 $0 $0 $0 TOTAL RESOURCES $0 $0 - - $54;208 - $0 $0 . $0 - • REQUIREMENTS - - Program Expenditures $0 $0 $0 $0 $0 $0 Total Expenditures $0 $0 $0 $0 $0 $0 - Transfer out to other funds . General Fund $0 $0 $53,334 $0 $0 $0 cm co CentralServices Fund 0 0 874 0 0 0 Total transfer out to other funds $0 $0 $54,208 $0 $0 $0 Contingency Total Contingency $0 $0 $0 $0 $0 $0 - Total Budget $0- $0 $54,208 $0 $0 $0 Ending Fund Balance - , - - Total Ending Fund Balance $0. $0 $0 $0 $0 $0 TOTAL REQUIREMENTS $0 $0 $54,208. $0 $0 $0 ' This was a new fund establishedrin FY 2001 -02 to record funds that would be received through the establishment of an ' Economic Improvement and Business Improvement District in the City of Tigard. This proposal sponsored by the Tigard i�M /,� I ..',+\ Central Business Di - Association was never implemented and the fund now.shows for historical reasons only. A- ell' _ Actual Actual _ Adopted • Proposed Approved Adopted Description 1999100 2000101 2001102 2002103 2002103 - 2002103 ' City of Tigard, - - • Oregon RESOURCES - 300000 , Fund balance $139,727 $120,896 $160,000 $135,296 $135,296 $135,296 ElectricalInspection Revenue . Fund #220 431.510 Electrical permits $155,941 $213,688 $184,900 $146,000 $146,000 $146,000 433040 . Electrical plan check _ • 12,337 10,135 9,030 6,600 6,600 6,600 470000 Interest 7,349 . 9,947 6,200. 5,000 5,000 5,000 •- - Total Revenue $175,627 • $233,770 $200,130 $157,600 $157,600 $157,600 TOTAL RESOURCES $315,354 $354,666 . $360,130 $292,896 . $292,896 $292,896 REQUIREMENTS Program _Expenditures Public Works $871 - $1,018 $0 $0 $0 $0 - Development Services 163,348 150,574 0 0 0 0 • Policy and Administration . • - 26,295 .43,329 0 - 0 0 0 • N. General Government 3,944 311 0 0 0 0 o . ,Total Expenditures - $194,458 $195,232 $0 $0 $0 $0 Transfer out to other funds • General Fund $0 $0 $19,221 $17,400 $17,448 $17,448 Building Fund 0 0 155,968 . 106,527 106,527 106,527 Central••Services Fund 0 • 0 43,285 39,894 39,601 39,601 • Fleet/Property Management Fund 0 0 5,524 6,036 6,036 6,036 • Total transfer out to other funds - $0 $0 - $223,998- . $169,857 , $169,612 $169,612 Contingency General Contingency $0 $0 $33,000 $25,000 $25,000 $25,000 Total Contingency $0 $0 . $33,000 $25,000 $25,000 $25,000 Total Budget , $194,458 $195,232 $256,998 $194,857 $194,612 $194,612 � j4n,1p� Ending Fund A Balanc • Undesignated Fund Balance . $120,896 $159,434 $103,132 $98,039 $98,284 $98,284 �� I) Total Ending Fund Balance $120,896 $159,434 $103,132 $98,039 $98,284 $98,284 TOTAL REQUIREMENTS $315,354 $354,666 $360,130 $292,896 $292,896 $292,896 41 The Electrical Inspection program,began at the end of 1;994 -95: - The, revenues in this fund are from the issuance of • City of Tigard, electrical permits and plan fees. Funds are: used to.support electrical'inspection activity and associated costs in-the Oregon - _ Building Inspection Division of the Community Development Department. Ele Inspection • - Fund #220 • N - /001010`tl I l ;j\ : Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1999100 2000101 2001/02. 2002/03 2002/03 2002/03 Oregon RESOURCES • 300000 _ Fund balance $319,155 $414,838 $149,452 $577,500 $577,500 $577;500 Gas Tax • _ Revenue - Fund #200 404000 Federal grants $0 $120,000 $0 $0 $0 $0 413000 State gas tax share 1,654,580 1,698,361 1,650,588 1,691,472 1,610,201 1,610,201 423000 County gas tax share ' - 0 0' 0 166,068 166,068 166,068 . - 442000 Street lighting fees 9,882 3,815 8,000 8,480 8,480, 8,480 470000. Interest - 23,674 46,113 22,700 20,212 20,212 20,212 , 478000 Other revenues - 0 , 0 0 2,000 2,000 2,000 479000 Recovered expenditures 174,991 391 0 0 0 0 • " - Total Revenue $1,863,127 $1,868,680 $1',681,288 _ $1.,888,232 $1.,806,961 $1,806,961 • Transfer in from other funds . General Fund $0 $0 $0 $397,861 $397,861 $397,861 'N • - County Gas Tax Fund . . 0 0 0 . - 80,000 80,000. 80,000 •N Total transfer In from other funds $0 $0 $0 $477,861 $477,861 $477,861 . TOTAL RESOURCES $2,182,282 $2,283,518 - $1-,830,740 _ $2,943,593 $2,862,322 $2,862,322 REQUIREMENTS Program • Expenditures Public Works $611,394 .. $760,707 $0 $0 $0 $0 _ Development Services 400,235 422,842 505,000 475,000 475,000 475,000 Policy and Administration 170,905 178,450 0 0 0 0 ' -General Government. - 21,015 1,660 . 0 0 0 0 • Total Expenditures . $1,203,549 $1,363,659 $505,000 $475,000 $475,000 $475,000 . . Capit Im $563,895 $481,418 - $207,000 - $510,000 $510,000 $510,000 ` Transfer out to 'other funds - . General Fund $0 $0 $783,225 $993;484 $993,509 $993,509 Loan Repayment to General Fund 0 0 0 94,001 94,001 94,001 Central Services Fund 0 0 221,818 87,516 85,698 85,698 � r �. Bancroft Bond Fund - 0 0 0 397,861 397,86 397,861 ` �� ill � Fleet/Property Management Fund 0 0 65,367 10,514 10,514 10,514 --a+ - --• Total transfer out to other funds $0 - $0 $1,070,410 . $1,583,376 $1,581,583 $1,581,583 . • , Actual; Actual Adopted Proposed Approved Adopted _ - City of Tigard, Description " 1999/00 ' '2000/01 2001/02 2002/03 2002/03 2002/03. • - Oregon. - Contingency = . " General Contingency $0. . $0 $19;800 $370,000 $293,000 $293;000 ' Total Contingency • $0 , • . $0 $19,800 $370,000- $293;000 " $293,000 c Gas Tax Fund #200 Total Budget $1,767,444 $1,845,077 .$1,802,210 $2,938,376 $2,859,583 $2 Ending Fund Balance . Undesignated Fund Balance $414,838 . $438,441 _ $28,530 $5,217 $2,739 $2,739. Total Ending Fund Balance $4 - 14,838 $438,441 $28,530 $5,217 $2,739 $2,739 TOTAL REQUIREMENTS $2,182,282 - $2,283,518 - $1,830,740 $2,943,593 $2,862,322 $2,862,322 . This fund records shared revenues from:a.state and county tax on sale and use of motor vehicle fuel. Funds•are used for construction, reconstruction, improvement, repair, maintenance, operation - and use of public highways, roads, streets, and N roadside rest areas. Monies may also be used for street lighting and cleaning, storm drainage, traffic control devices, and " w cost of administration. " State gasoline tax and vehicle registration fees are shared with cities and counties throughout the state using a formula set by the legislature. State gas tax rates have, not increased for several years. Revenues are not keeping pace with need, which is reflected in a steadily decreasing amount budgeted for capital improvements. Washington County collects one cent per gallon of gas sold within the County as a County gas tax. Taxes are distributed to • cities within the County according to a formula set by the County. Funds are used for construction, reconstruction; improve- ment repair maintenance; operation and use ofpublic.highways, roads, and streets. This revenue was formally deposited in the County Gas Tax Fund: In FY 2002 -03, the fund balance in the County Gas Tax Fund will be transferred to the Gas Tax Fund and future county revenues will be deposited in this fund. A five -year interfund loanbetween the General Fund and Gas Tax Fund will be established in FY 2002 -03 to be used for the financing of the City's-share of the 69th Avenue LID project. The loan will be paid back over the five year period with /,yyN� interest. " 1i ��l1 Total budget shows a marked increase from prior years. This is primarily due to the transfer of funds to the Bancroft Bond Fund for the financing of the 69th Ave LID project and increases in the capital improvement program. • Actual .Actual Adopted Proposed Approved Adopted City of Tigard, - Description 1999/00 2000/01 2001/02 2002/03 .2002103 2002/03 Oregon RESOURCES 300000 Fund balance $226,379 $364,101 $423,102 $499,600 $499,600 $499,600 Insurance Revenue Fund #240- - 470000 Interest ,$14,472 $25,261 $23,300 $17,486 $17,486 $17,486 479000 Recovered expenditures 123250 54,739 45,000 40,000 ' 40,000. 40,000 Total Revenue $137,722 $80,000. $68,300 $57,486 $57,486 $57,486 - TOTAL RESOURCES $364,101 • $444,101 $491,402 - $557,086 $557,086 $557,086 REQUIREMENTS _ - Program Expenditures Total Expenditures $0 $0 $0 $0 $0 - $0 Transfer out to other funds Central Services Fund $0 $0 $0 $0 _ $100,000 $100,000 +' Total transfer out to other funds $0 $0 $0 $0 $100,000 $-100,000 Contingency • . Total Contingency $0 $0 $0 $0 $0 $0 Total Budget $0 $0 $0 $0 $100,000 $100,000 Ending Fund Balance Undesignated Fund Balance $364,101 $444,101 $491,402 $557,086 $457,086 $457,086 Total Ending Fund Balance $364,101 $444,101 $491,402 $557,086 - $457,086 $457,086 TOTAL'REQUIREMENTS $364,101 $444,101 $491,402 $557,086 $557,086 $557,086 This fund was established to record the refund of workers' compensation costs and other insurance related revenues from prior years. Funds will eventually be used toself- insure portions of the City's liabilities. In FY 2002 -03, a transfer of !001 �h�\ $100,000 is being made to the Central Services Fund for placement in the contingency to cover potential insurance rate �! _ increases tliat might occur during the year. Actual Actual' A dopted Proposed Approved Adopted City of Tigard, Description 1999/00- 2000/01 - 2001/02 2002/03_ 2002/03 = ` 2002/03 Oregon RESOURCES - - 300000 Fund balance $833,614 ,$917,117 • $395,331 - $969,434 $994,434 $994,434 Parks Capital Revenue Fund #225 404000 Federal grants - ;'$0 $0 $0 $140,400 $161,400 $161,400 414000 State grants • 0 0 0 50,000 50,000 50,000 _ - 417000 Tree replacement - revenue 0 0 0 12,000 12,000 12,000 449010 SDC - Parks - - - 235,325 358,939 502,322 442,043 442,043 . 442;043 - 470000 Interest 46,104 40;031. • 9,600 33,930 33,930 33,930 474010 Note proceeds 0 - 0.- 0 840,248 840,248 840,248 477000 Donations /Gifts 0 0 0 200,000 200,000 200,000 479000 Recovered expendiitures. 0 0 - 0 25,000 - 25,000 25,000 Total Revenue - $281,429 $398,970- $511,922 $1,743,621 $1,764,621 $1,764,621 Transfers in from other funds - N - Metro- Greenspaces Fund $0. $0 - $0 $75,000 $75,000 $75,000 - Park Levy improvement Fund 0 120,000 • 0 135,000 135,000 135,000 Tree Replacement Fund 0. - 0 0 200,000. 200,000 200,000 Total transfers in from other funds- . - $0 . $120,000 . $0 $410,000 $410,000 $410,000 TOTAL RESOURCES $1,116;043 $1,436,087 $907,253 $3,123,055 $3,169,055 $3,169,055. - REQUIREMENTS - - _ Program-Expenditures Total Expenditures $3,640 • $2,036 - $0 $0 , • $0 - $0 Debt Service - $0 • . $0 $0 $0 $277,861 $277,861 - Capital Improvements . 194,286 771,420 821,764 1;825,100 1,576,100 1,576,100 Contingency • • . General Contingency $0 • • - $0 • $80,000.. $273,000: $273,000 $273,000 hioeholimii i` Total Contingency $0 $0 - $80,000 $273,000 _ $273,000 $273,000 . Total Budget - • - $197,926 $773,456 , $901,764 $2,098,100 $2,126,961 $2,126;961 • • Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 . Oregon : Ending Fund Balance. _ • Undesignated Fund Balance $917,117 $662,631 $5,489 $1,024,955 $1,042,094 $1,042,094 Total Ending Fund Balance -$917,117 $662,631. . $5,489 $1,024,955 $1,042,094 $1,042,094 Parks Capital - Fund #225 TOTAL REQUIREMENTS $1,115,043 $1,436,087 $907,253 $3,123,055 $3,169,055 $3,169,055 " Park System Development Charges (SDC) are charged when a building permit is issued for any new, residential, multi - family or commercial construction, additions, alterations or change in use. Funds collected are used to. fund the acquisition, devel- opment,'and expansion of additional recreation spaces and facilities. The Parks SDC fee was increased in January 2002. Fund revenues are expected to increase by $1.3 million and total resources by $2.2 million from FY 2001 -02 levels due to an increase in beginning fund balance, grants for the development of Fanno Creek Trail and improvements at Bonita Park, loan proceeds for the continuing development of Cook Park, donations for a skateboard park, and the transfer of fund balances-from the Metro Greenspaces, Park Levy Improvement, and Tree Replacement. In future years, fees from develop- °' ers in lieu of saving trees will be deposited in this fund. Expenditures from this fund are dependent upon the City's five -year Capital Improvement Plan (CIP). CIP expenditures vary from year to year depending upon the projects budgeted. The FY 2002 -03. CIP shows a significant increase from FY 2001-02 levels. Parks where significant projects are planned include: Cook Park, Bonita Park, Fanno Creek Trail, Summerlake Park, Woodard Park, and acquisition of land for a skateboard park. ,, /vg�I Il,I� - •, • • Actual- . Actual. - Adopted - Proposed . Approved Adopted - City of Tigard, Description ' 1999/00 ,2000101 2001/02 2002/03 .2002/03 2002/03 - • Oregon RESOURCES . - ESOURCES - - 300000 Fund balance $3;270336 $2,944,234 $1,990,478 $1,605;059 $1,605,059 $1,605,059 Traffic Impact Fee Revenue . Fund #210 404000 Federal grants . $0 _ $0 $270,000 $660,000 $660,000 $660,000 416000 Intergovernmental revenue 0 0 0 435,013 - 435,013 435,013 448000 Traffic impact.fee 732,582 1,116,651 993,7 815,015 815,015 815,015 470000 Interest 178,415 165,479 .. 109,500 56,877 56,877 56,877 Total Revenue - $910,997 $1 ,282,130 $1,373,200 $1,966,905 $1,966,905 $1,966;905 TOTAL RESOURCES ' $4,181-,333 - . : $4,226,364 $3,363,678 $3,571 - ,964 $3,571,964 $3,571,964 REQUIREMENTS - - . Program Expenditures • - Development Services $70,171 ' $68,633 $0 . $0 $0 $0 N - Policy and Administration 0 16,366 0 0 - 0 0 v Total Expenditures $70;171 $84,999 $0 $0 - $0 $0 Capital Improvements . . $1,166,928 $1,854,233 $2,941,000 $3,056,000 $3,125,000 $3,125,000 Transfer out to other funds General Fund $0 $0 $79,534 $81,705 • $81,715 $81,715 Central Services Fund • 0 , 0 26,347 20,679 20,485 20 - Fleet/Property Management Fund 0 0 585 3,586 3,586 3,586 Wall Street LID Fund 0 .0 0 300,000. 300,000 300,000 Total transfer out to other funds $0 $0 $106,466 $405,970 $405,785 $405,785 Contingency General: Contingency . _ $0 $0 $300,000 $100,000 $41,013 $41,013 Total Contingency - $0 $0 - $300,000 $100,000 $41,013 $41,013 Total Budget $1,237,099' $1,939,232. $3,347,466 $3 $3,571,798 $3,571,798 . Ending_Fund= Balance - Undesignated Fund Balance $2,944;234 $2,287,132 . $16,212. $9,994 $166. $166 / 11. Total Ending Fund Balance $2,944,234. 2,287,132 $16;212 $9,994 $166 $166 TOTAL REQUIREMENTS $4,181,333 $4,226,364 '$3,363,678 '$3,571,964 $3,571,964 $3;571,964 The Traffic Impact Fee (TIF) is a charge on new development assessed by Washington County, but collected by cities. It is City of Tigard, based upon the number of trips per day that each_type of development is estimated to generate. The County maintains a Oregon table of standards for all possible uses. The standard trips per day for each development is multiplied by the rate per trip to determine the amount of the•TIF. Fund revenues may only be used for highway and transit capital improvements, which provide additional capacity to major transportation systems and to pay the costs of administering the program. Traffic.Inipact Fee Fund #210 - Fund revenues are dependent upon development projects, and therefore vary from year to year based on the level of eco- nomic activity. - TIF- revenues in FY 2002 -03 are anticipated to be down only slightly from FY 2001 -02 levels. Total fund "revenues show a 43% increase, however, due to the inclusion of anticipated grant revenues for the Greenburg Road improve- ments and intergovernmental revenues for the Gaarde Street improvements. Expenditures from this fund are dependent upon the City's five -year Capital Improvement Plan (CIP). The FY 2002 -03 CIP is projected to increase with the inclusion of several major projects. N - - a� 0) • a, • • • 0 Actual - Actual _ Adopted Proposed Approved Adopted ' City of Tigard, Description :: 1999/00 2000/01 - - 2001/02 2002/03 - 2002/03 2002/03 Oregon RESOURCES 300000 Fund balance $183,613 T $206,594 $178,140 $200,000 $200,000 $200,000 - Tree Replacement . . Revenue . Fund #215 417000 Tree replacement revenue $39,071 $14,420 $12,000 . $0 $0 $0' 470000 Interest 9,845 10,843 9,800 0 0 - 0 - Total Revenue ' $48,916. $25,263 $21.800 $0 $0 $0 TOTAL RESOURCES . $232,529 _ $231,857 - $199,940 $200,000 $200,000 $200,000 REQUIREMENTS Program Expenditures Community Services - $11,566 $10 ;379 $0 $0 $0 $0 Total Expenditures - $11,566 $10,379 - $0 $0 $0 $0 Capital Improvements $14,369 ' $37,000 $50,000 $0 $0 $0 m Transfer out to other funds General Fund • $0 $0 $2,300 $0 $0 $0 Parks Capital Fund 0 -0 0 200,000 200,000 200,000 Total transfer out to other funds `$0 ' " $0 $2 ;300 $200 ;000 $200,000 $200,000 Contingency - ' General Contingency $0" $0 $7.800 $0 _ $0 $0 • - Total Contingency $0 $0 $7.800 $0 $0 , $0 Total Budget - $25,935 $47,379 $60,100 $200,000 $200,000 $200,000 Ending Fund Balance Undesignated Fund Balance $206,594 $184,478 $139 ;840 $0 $0 $0 Total Ending, Fund Balance $206;594 $184,478 $139.840 - $0 $0 $0 TOTAL REQUIREMENTS - $232.529 $231,857 $199,940 $200,000 $200,000 , $200,000 This fund was established. in FY 1996 -97 to account for funds collected from developers in lieu of saving trees. Funds are to A b + I be used by the City to plant trees in the public rights -of way and other public properties. el In FY 2002 -03, the fund balance in the Tree Replacement Fund will be transferred to the Parks Capital Fund and future revenues will be deposited in this fund. . Actual Actual .- Adopted Proposed Approved Adopted City of Tigard, Description 1999100 - 2000/01 2001/02 2002/03 2002103 2002/03 Oregon RESOURCES 300000 • • Fund balance $320,189 $387,224 $296,962 $305,760 $305,760 $305,760 Underground Revenue - Utility Fund #230 445003 Fee' in-lieu of.undergrounding $48,915 $77,512 $58,000 $49,000 $49,000 $49,000 470000 Interest :18,119 25,015 16,300 10,700 10,700 10,700 Total Revenue $67,034 $102,527 $74,300 $59,700 $59,700 $59,700 TOTAL RESOURCES $387,223 $489,751 $371,262 $365,460 $365,460 $365,460 REQUIREMENTS Program Expenditures Total Expenditures • $0 $0 $0 $0 $0 $0 Capital Improvements $0 • $164,465 $40,000 $1 $100,000 $100,000 ■3 Contingency General Contingency $0 $0 $6,000 $15,000 $15,000 $15,000 Total Contingency $0 $0 $6;000 $15,000 • $15,000 $15,000 Total Budget $0 $164,465 $46,000 $115,000 $115,000 $115,000 - - Ending Fund Balance Undesignated Fund Balance $387,223 $325,286 $325,262 $250,460 $250,460 $250,460 Total Ending Fund Balance $387,223 $325,286. $325,262 $250,460 $250,460 $250,460 TOTALREQUIREMENTS $387,223 $489,751 $371,262 $365,460 $365,460 $365,460 This fund was established to record funds received in lieu ofundergrounding utilities. ((\ • •••••••••••••• e•• *ee••••4eo••••••eeoo•••••.e• , > .. - .. Actual ..� - Actual ' Adopted Proposed Approved, Adopted . _ - Ci o -Ti and _ Description : 1 h'lg 99100 2000/01 • _ , 2001/02 2002/03 2002103 2002/0 - Oregon , RESOUR ' 300000 Fund balance $35 ' $3,925 $153,997 $662,346 $662,346 $662,346 • . Urban Services " Revenue . Fund #255 418000 Interagency revenue $332;686 $112,000 $250,000 $50,000 $50,000 ,$50,000 431000 Plumbing permits 36,243 98,639 52,200 78,000 78,000 78,000 431010 Mechanical . • 11,384 24,271 13,300 16,000 16,000. 16,000 431510 Electrical permit fees. 32,116 79,440 55,900 56,000- . 56;000 56;000 432000 Building permits 112,520 290,022 . 144,590 195;000 195,000 195,000 433000 Building plan check fees 81,906 185,718 86;754 1.05,600 105,600 105,600 • s 433010 Erosion control ,plan check 44 0 , . 0 0 '0 - - 0 433020 Fire life safety plan check 78 , 225 0 0 0 0 433030" Plumbing plan check - 56 , 0 500 0 0 - 0 • 433050 Mechanical plan check 963 - 0 0 0 0 0 • 433060. CDC review fees 20,187 51,876 33,250 31,000 31,000 31,000 • 433070. Urban services address fees 1,860 . '4,290 9,000 4,500 4,500 4,500 N 436000 Engineering public fee ' 6,161 54,896 45,000 25,000 25,000 25,000 • 438000 Land use planning application . 12,876 29,891 38,000 25,000 . 25,000 25;000 441001 Sewer inspection fees 3,578 • 6,580 4,750 • 3,600 3,600 3,600 • 445003 Fee in -lieu of undergrounding 0. • . , " 7,700 .0 0 0 •0 451000 Miscellaneous fees &charges 8,612 (6,183) 0 0 0 0 470000 Interest eamings 11,364. 21,978 8,500 18,000 18,000 , 18,000 479000 Recovered expenditures _ .3,400 - 0 _ - 0 0 0 0 Total Revenue • $675,034 $961,343 $741,744.. , $607,700 $607,700 $607,700 • TOTAL RESOURCES - $675,069 $965,268 -: "$895,741 $1;270,046 $1,270,046 $1,270,046 REQUIREMENTS - " _ Program Expenditures Public Works $163,532 _ $33,358 $0 • $0 $0 $0 A , Development: Services - 423,475 301-,848 . 0 0 0 0. Policy_and Administration 74,869. 70,694. 0 0 0 0 General, Government 9,268 731 0 0 0 0 � ira i � Total Expenditures $671,144 • 406;631 $0 $0 -$0 $0 soJ Actual' Actual Adopted Proposed Approved Adopted City of Tigard, _ Description 1999/00 2000/01 2001/02 2002103 2002/03 2002/03 Oregon. - Capital Improvements $0 $73,241 $200,000 $50;000 $50,000 $50,000 Transfer out to other funds -_ General Fund $0 $0 $133,705 $131,756 $131,888 $131,888 Urban Services Building Fund 0 0 217,173 299,228 299,228 299,228 Fund #255 Central Services Fund 0 0 86,629 133,301 132,282 132,282 Fteet/Property Management Fund 0 0 9,419 20,878 20,878 20,878 Total transfer out to other funds $0 $0 $446,926 $585,163 $584,276 $584,276 Contingency General Contingency $0 $0 $94,500 $93,000 $93,000 $93,000 Total Contingency $0 $0 $94,500 $93,000 $93,000 $93,000 Total Budget $671,144 $479,872 $74 $728,163 _ $727,276 $727,276 • Ending Fund Balance . Undesignated Fund Balance $3,925 $485,396 $154,315 $541,883 $542,770 $542,770 _ Total Ending Fund Balance. $3,925 $485,396 $154,315 $541,883 $542,770 $542,770 N N - TOTAL REQUIREMENTS $675,069 $965,268 $895,741 $1,270,046 $1,270,046 $1,270,046 This fund was established in 1997 . to account for all revenues and expenditures associated with the services provided to the Urban Services Area of Washington County. The City, under an intergovernmental agreement with Washington County, provides specific services in these areas. The City began collecting fees and charges on June 1, 1997, and the County paid the City $215,000 on June 1, 1997 to cover start up costs and permits in process. For FY 2002 -03, the City anticipates - receiving $50,000 from Washington County to support the activities in the Urban Services area. :3 ' . • ' ' Actual , . ' Actual - Adopted. - Proposed Approved Adopted • = ` Description • -1999100 2000101 _ • 2001/02 2002/03- 2002/03 - - 2002103 - City of Tigard; Oregon RESOURCES - -_ 300000 Fund balance _ $509,184 , $636,624 $1,006,705 $1,502,558 $1,502,558 $1,502,558 • Urban Services. Revenue Traffic Impact Fee 448000 • Traffic impact fee $129,310 $510,430 $357;200 $317,900 $317,900 $317,900, Fund #250 470000 Interest 29,025. 53,365 55,400 52,590 52,590 52,590 . Total Revenue • . $158,335 $563,795 $412,600 $370,490 $370 ;490 , $370,490 . TOTAL RESOURCES - . $667,519 _ $1, $1,419,305 $1,873,048, . $1,873,048 , $1,873,048 REQUIREMENTS _ - - - Program Expenditures' _ - Development Services $30,895 . $30,238 $0 $0 • $0 $0 Policy and Administration 0 • 7,253 - 0 0 0 0 Total Expenditures . $30,895. $37,491 $0 $0 $0 $0 • IV - Capital Improvements - $0 $0 $0 $850,000 $850,000 $850,000 w Transfer out to other funds General Fund - - - $0 $0 $35,045 $36,004 - $36,008 $36,008 Central Services Fund - - - 0 - 0 11,452 9,314 • 9,229 9,229 Fleet/Property Management Fund. _ 0 0 ' 254 1,576 . • 1,576 1,576 ' - Total transfer out to other funds $0 $0 $46,751 $46,894 $46,813 • . $46,813 Contingency_ - - General Contingency $0 $0, $6,200 ' .$134,000 , - $134,000 $134,000 Total Contingency . $0 • $0 - $6,200 - ' $134,000 $134,000 $134,000 - Total Budget $30,895 $37,491 - $52,951 - $1,030,894 $1,030,813 $1,030,813 Ending Fund Balance - Undesignated Fund Balance $636,624 ;$1,162,928 '$1.,366,354 $842,154 $842,235 $842,235 Total Ending Fund Balance $636,624 1,162,928 - $1,366,354 $842,154 $842,235 $842,235 / �� 11 � 1 �.. Ji - TOTAL REQUIREMENTS $667,519 $1;200,419 $1,419,305 $1,873,048 $'1,873,048 $1;873,048 . • ;!r■ • The Traffic Impact Fee (TIF) is a charge on new development assessed by Washington County, but collected by cities. It is City .. of Tigard, = based upon the number of trips per day that each type of development is estimated to generate. The County maintains a Oregon table of standards for all possible uses. The standard trips per day for each development is multiplied by the rate per trip to determinethe amount of the TIF. Fund revenues may only be used for highway and transit capital improvements, which provide additional capacity to major transportation systems and to pay the costs of administering the program. Urban Services Traffic Fee The City collects County TIF funds for roads within the boundaries of the City of Tigard. These revenues are recorded in the Fund #250 Traffic Improvement Fee Fund. In addition, the City also collects TIF fees for roads outside the City boundaries, but within the City's urban services area The,urban services area is an unincorporated area outside. the City boundary, which is antici- pated`to eventually be annexed to the City of Tigard. The City manages County- approved road improvements in this area with these funds. Fund revenues are dependent upon development projects, and therefore vary from year to year based on the level_of eco- nomic activity. TIF revenues, in FY 2002 -03 are anticipated to be- down only slightly from FY 2001 -02 levels. Total budget includes capital funds for Gaarde Street Improvements, Walnut and 121st Street right -of -way acquisition, and ,■, Bull Mountain and Roshak Road intersection. • _ Actual , Actual Adopted Proposed Approved Adopted City of Tigard, Description 1999/00 2000/01 2001/02 2002/03. 2002/03 2002103 . Oregon RESOURCES - - - 300000 Fund balance - _ $828,530 $71 $50,000 $137,412 $137,412 $137,412 69th Ave. LID Revenue . Fund #315 470000 • Interest $10,837 $2,756 $0 $0 $0 $0 474000 Bond proceeds 415,531 0 0 0 0 0 479000 Recovered expenditures 1,726 0 0 0 0- 0 Total Revenue $428,094 $2 ;756 $0 $0 $0 $0 TOTAL RESOURCES $1,256,624 $73,985 $50,000 $137,412 $137,412 $137,412 REQUIREMENTS Program Expenditures Total Expenditures $0 $0 • $0 $0 $0 $0 Capital Improvements $1,185,395 $41,028 $50,000 $0 $0 $0 n) uul Transfer out to other funds ' Bancroft Bond Fund • $0 $0 $0 $137,412 $137,412 $137,412 Total transfer out to other funds _ - $0 . - $0 - $0 $137,412 $137,412 $137,412 Total Contingency $0 $0 $0 $0 $0 - $0 . . Total Budget - $1,185,395 _ $41,028 $50,000 $137,412 $137,412 $137,412 Ending-Fund Balance Undesignated Fund Balance $71,229 _ $32,957 . $0 $0 $0 $0 Total Ending Fund Balance. $71 ;229 $32,957 $0 $0 $0. . $0 TOTAL REQUIREMENTS $1,256,624 _ ' $73,985 $50,000 $137,412 $137,412 $137,412 ,/.. ," li�yi ll'I\ th This fund was established account for the construction costs for the 69 Avenue Local Improvement District. This project . has been completed and final assessments have been approved by the City Council. Any remaining fund balance will be transferred to the Bancroft Bond Fund to offset amounts needed for the long -term financing of the project. Actual . Actual Adopted Proposed Approved Adopted City of Tigard, - Description - 1999/00 2000101 2001!02 2002103 2002/03 2002103 Oregon RESOURCES 300000 -Fund balance $22,445 . ($5,145) $10,000 $8,967 $8,967 $8,967 Dartmouth LID / Revenue CIP Fund #320 - - 470000 Interest $530 $51 $0 $314 $314 $314 474000 Bond proceeds - 0 ' 15,000 0 0 0 0 _ - Total Revenue $530 • $15,051 $0 $314 $314 $314 TOTAL RESOURCES $22;975 $9,906 $10 ;000 - $9,281 - $9,281 $9,281 REQUIREMENTS Program. Expenditures Total Expenditures $0 $0 $0 - $0 $0 $0 • Capital Improvements $28,120 $1,388 $10,000 $9,281 $9,281 $9,281 . Contingency General Contingency $0 $0 $0 $0 $0 $0 Total Contingency $0. -$0 $0 $0 $0 $0 _Total Budget $28,120 $1,388 $10,000 $9,281 $9,281 $9,281 Ending Fund Balance • Undesignated Fund Balance ($5,145) $8,518 $0 $0 $0 $0 Total Ending -Fund Balance - ' ($5,145) $8,518 . $0 $0 $0 $0 TOTAL REQUIREMENTS $22,975 $9,906 $10 ;000 $9,281 $9,281 $9,281 The Dartmouth Street project is completed. The final assessment was assigned in June 1998. There is a lawsuit pending on behalf of one property owner regarding his portion of the assessment. Long term,financing has not yet been finalized on this portion of the Dartmouth project. Any additional costs associated with this lawsuit will be reallocated to the property owner. Ar • - ' Actual Actual Adopted Proposed Approved Adopted • - • Description - . 1999/00 . - 2000/01 . .2001/02 2002/03 - 2002/03 - 2002/03 City of Tigard, - - Oregon RESOURCES 300000' Fund balance $144_ , .$871,159 ,$1,420,859 $2,785,619 ' $2,795,619 $2,795,619 Facility Fund Revenue #300 470000 Interest $34,656 179,223 , ' $78,100. ' $421,247 $421,247 $421,247 471000 Interest earned from others , 4,846 3,318 0 -0 0 0 474000 Bond proceeds 0 0 . 0 13,000,000 13,000.000 13,000,000 Total Revenue $1,077,229 $82.541' $78.100 $13,421,247 $13,421,247 $13,421,247 • Transfers in from other funds - • - ' General Fund $0 - $550,000 $450,000 $450,000 $715.746 $715,746 - TOTAL RESOURCES - $1',077,373 11.503. $1.948.959 $16,656.866' $16,932,612 $16,932,612 REQUIREMENTS . Program Expenditures . - - V - Total Expenditures $0 $0 $0 $0 $0 . $0 V _ - Capital Improvements - $206,214 $47,515 1750,000 $3,750,000 $3,760,000 $3,760,000 Contingency General Contingency _ $0 $0 $112,500 $562,500 $562,500 $562,500 • Total Contingency $0 - ' $0 $112.500 '' $562,500 $562,500 $562,500 Total Budget - ' . $206,214- $47,515 $862,500 $4,312,500 $4,322,500 $4,322,500 Ending Fund Balance - _ Undesignated Fund,Balance $871,159 $1,456,185 $110,584 $11,334,335 $11,334,335 $11,334,335 • Reserves for Future Requirements 0 . 0 975,875 1,010,031 1,275,777 1,275,777 Total Ending Fund Balance • • - $871,159 $1,456,185 $1,086.459 $12,344.366 $12,610;112 $12,610,112 TOTAL REQUIREMENTS $1,077.373 $1,503,700 .$1,948,959 $16,656,866. $16,932,612 $16,932,612 - This fund was established during the FY 1995 -96 budget process to set aside funds the future expansion of City facilities. � ` - In FY 1999 -00, this fund was focused on the construction of a new Library and remodeling the existing Library for other uses. .Two bequests were received in FY 1999 -00, which are reserved for the new Library. Transfers from the General Fund made each year to pay up -front costs of the new Library project and to reserve funds for future construction/ - remodeling. - Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1999/00 2000101 2001102 2002103 2002/03 2002103 Oregon RESOURCES 300000 Fund balance $0 $0 $0 $75,000 $75,000 $75,000 Metro" - Revenue Greenspaces. ' - 404000 Federal grants - $0 $0 $50,000 $0 $0 $0 Hind #305 . 416000 Intergovernmental revenues 7,941 161,816 81,046 0 0 0 . Total Revenue $7,941 $161,816 .$131,046 - $0 $0 $0 . . ' TOTAL RESOURCES - $7,941 $161,816 $131,046 $75,000 - $75,000 $75,000 • -- REQUIREMENTS - , - Program Expenditures • - Total Expenditures $0 $0 $0 - - ' - $0 . $0 $0 Capital Improvements $7,941 $161,816 $131,046 $0 , . $0 $0 CO Transfer out to other funds Parks Capital Fund $0 $0 $0 $75,000 $75,000 $75,000 . Total transfer out to other funds $0 $0 $0 $75,000 $75,000 $75,000 Contingency Total Contingency $0 $0 • • $0 . $0 $0 ' $0 • Total Budget $7,941 $161,816 $131,046 $75,000 $75,000 $75,000 Ending -Fund Balance . - • Undesignated Fund Balance $0 $0 $0- $0 $0 $0 - Total Ending Fund Balance • $0 $0 $0 ' $0 $0 $0 TOTAL.REQUIREMENTS $7,941 - $161,816 $131,046 - $75,000 $75,000 $75,000 Expenditures. on certain greenspace land acquisition and improvements were reimbursed by Metro up to a total of $758,000 4"?' � (I I from the Metro Open Spaces, Parks & Streams General Obligation Bond. The City has completed application and has _.. received full reimbursement for past expenses for the qualified projects. The remaining fund balance will be transferred to the Parks Capital Fund to be used for the parks capital improvement program. . -. Actual Actual. `Adopted Proposed Approved - Adopted • Description 1999/00 - - 2000!01 ' 2001/02. 2002/03 2002/03 - 2002/03 , City of Tigard, Oregon RESOURCES . - 300000 Fund balance $223,755 $215 $10,000 $135,000 $135,000 $135,000 Park Levy , _ Revenue • 401000 Prior year taxes $76 $21 $0 $0 $0' $0 Improvement 470000 Interest 11,317 12,123 0 0 0 0 Fund #310 _ 477000 Private donations 0 8.322 0 0 0 0 Total Revenue $11,393 _ $20,466 $0 • - $0 $0 $0 . TOTAL RESOURCES $235,148 $236;152. - $1 $135,000' $135,000. $135,000 REQUIREMENTS Program Expenditures . . ' - Total Expenditures $0 . $0 . $0 $0 $0 $0 Capital Improvements - $19,462 . $0 $10,000 $0 $0 $0 IV . Transfer out to ot Parks Capital Fund $0 $120,000 - $0 $135.000 ' 5135.000 $135,000 Total transfer out to other funds' $0 $120,000 $0 . $135,000 $135,000 $135,000 , Contingency - General Contingency $0 $0 $0 $0 $0 $0 Total Contingency $0 - $0 - $0 $0 $0 $0 Total Budget ' . $19,462 $120,000_ $10,000 5135.000 $135,000 $135,000 Ending .Fund _ _ Undesignated Fund Balance $215,686 ' - $1 $0 $0 $0 $0 Total Ending Fund Balance $215,686 $116.152 $0 $0 $0 $0 A . TOTAL REQUIREMENTS $235.148 $236,152 - $10.000. $135,000 5135.000 $135,000 �i��„m, /r Funds-were provided-by the sale of Certificates of Participation in 1990 and were used to fund park improvements. Annual �'�1P�N6�* lI - interest and principal payments were budgeted in the Certificates of Participation Debt Service Fund and were funded by a . - five year Parks Serial Levy, which began in July 1991. The serial levy ended in FY 1994 -95. In FY 2002 -03, the remaining ` . fund balance will be transferred to the Parks Capital - Fund and used for funding'of the parks capital improvement program. Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1999/00 2000/01. 2001/02 2002/03 2002/03 2002/03 Oregon . RESOURCES 300000 Fund balance ' $0 $0 $0 $0 $0 $0 Wall Street LID Fund #325 Revenue 474010 • Note proceeds $0 $0 $0 $1,800,000 $1,800,000 $1,800,000 Total Revenue $0 $0 $0 $1,800,000 $1,800,000 $1,800,000 Transfer in from other funds Traffic Impact Fee Fund $0 $0 $0' . $300,000 $300,000 $300,000 Total transfer in from other funds $0 $0 $0 $300;000 $300,000 $300,000 TOTAL RESOURCES $0 $0 $0 $2,100,000 $2,100,000 $2,100,000 REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 N CO ° Capital lmprovements $0 $ $0 $2,000,000 $2,000,000 $2,000,000 Contingency General Contingency $0 $0 $0 $100,000 $100,000 $100,000 Total Contingency $0 $0 $0 ' $100,000 $100,000 $100,000 Total Budget $0 $0 $0 $2,100,000 $2,100,000 $2,100,000 Ending Fund Balance ' Undesignated Fund Balance $0 $0 $0 • $0 $0 $0 Total Ending Fund Balance $0 $0 $0 $0 $0 $0 TOTAL- REQUIREMENTS $0 $0 $0 $2,100,000 $2,100,000 $2,100,000 This is a new fund established for the potential establishment of a new local improvement district (LID) that would extend A 1 1 \ Wall Street from Hunziker Street to Hall Boulevard. The City's portion of the project would be funded by a transfer of __,, . resources from the Traffic Fee Fund. _ - •- , . Actual • - Actual' 'Adopted. Proposed' Approved Adopted • D escription . - "1 999/00. _ 2000/01 - >2001/02 2002/03 2002/03 '2002/03 = - City of Tigard, - Oregon RESOURCES , 300000 Fund balance - - $0 - . $0 . $0 $400,000 $400;000. $400,000 Central Services Transfer in from other funds - Fund #600 General Fund - _. $0 $0 $2,280,560 $2,602,341 $2,620,958. $2,620;958 • Reserve for Financial System - GF 0 - 0 250,000 125,000 125,000 125,000 . Fleet/Property Mgmt Fund 0 '0 ' 116 83,578 • 81,972 81,972 Building Fund - 0 0 249,545 192,173 190,746 - 190,746 . Insurance Fund . 0 - 0 0 0 100,000 100,000 . Electrical Inspection Fund _ 0 0 • 43,285 39,894 39,601 39,601 ' Traffic Impact Fee Fund 0 0 26,347 • 20,679 20,485 20;485 ' Traffic Impact US Fund 0 - 0. 11,452 9,314 _ - 9,229 9,229 Sanitary Sewer Fund 0 0 125,300. 122,212 120,772 120,772 Gas Tax 0 ' 0 221,818 87,516 85,698 85,698 -. Water Quality /Quantity - 0 0 174 355 . 353 353 • - - County Gas Tax Fund - •. 0 0 . 18,738 0 0 0 • - Storm Sewer Fund 0 0 146,927 217,001 213,466 21 3,466 . • Urban Services Fund . ' ' 0 -.• " 0 . 86,629 133,301 132,282 132,282 Economic Improvement District Fund 0 0. 874 0 - 0 - 0 K.1 Water Fund ' - 0 - 0. . 818,837 792,811 781,007 781,007 ' Total Transfer in from other funds $0 . $0 .$4,396,903 $4,426,175 $4,521,569 $4,521,569 TOTAL RESOURCES ' . $0 • _ . $0 , $4,396,903 $4,826,175 $4,921,569 $4,921,569 REQUIREMENTS - Program Expenditures • . Policy and Administration- $0 $0- . $3,838,413 $3,995,897 $3,993,242 $3,993,242 General Government 0 _ 0 25,000 192,100 192,100 192,100 - • Total Expenditures $0 - • $0 $3,863,413 $4,187,997 $4,185,342 $4,185;342 . Transfer out to other funds - . Ai Fleet/Property Management Fund - $0 $0 • • $95,840 $113,177 $113,177 - $113,177 • Total transferout to other funds - . $0 • • . - -. $0. $95,840 $113,1.77 $113,177 $113477 . . Aif/plitivil ill • . . . • Actual Actual Adopted Proposed Approved - Adopted Ci ty of Tigard, • Description 1999/00 2000/01 2001/02 - 2002/03 2002/03 2002/03 Oregon Contingency General Contingency $0 $0 $187,650 $150,000 $248,049 $248,049 Designated Contingency 0 0 0 150,000 150,000 150,000 Central Services Total Contingency . - $0 $0 $187,650 $300,000 $398,049 $398,049 Fund #600 Total Budget $0 $0 $4,146,903 $4,601,175 $4,696,569 $4,696,569 Ending Fund Balance _ Reserves for Future Requirements $0 $0 $250,000 $225,000 $225,000 $225,000 Total Ending Fund Balance $0 $0 $250,000 - $225,000 $225,000 $225,000 TOTAL REQUIREMENTS $0 $0 $4,396,903 $4,826,175 $4,921,569 $4,921,569 This fund, created in FY 2001 -02 as an internal services fund, was established to track the revenues and expenditures of the central administrative functions in the City. The resources for this fund are transfers from other City funds. These transfers are 1.3 w based on a.cost allocation plan that is revised each -year based on anticipated use or benefits that are provided to City "' • departments. The central administrative functions include: City Management Finance Adminisliation Financial Operations Human Resources Network Services Office Services Records Risk Management City Attorney / J • 0.•0 • "•• •••.• • ••••••••••••••••••••••••••••••• • .. • . Actual ' • Actual ' - • Adopted Proposed Approved Adopted. City o f'Tigard, Description 1999/00 • 2000/01 2001102 2002103 '_2002/03 _ 2002/03 _ • • ' Oregon • RESOURCES 300000 Fund balance $0 $0 - $0 $0 r $0 • $0 Fleet/Property . Transer in fromother funds - • - General Fund $0 $0 $625,701 $656 ;683 $656,683 $656,683 • Management Building Fund 0 0 34,184 29,607 . 29,607. , 29,607 Fund. #650 Central Services Fund 0 0 95,840 113,177 113,177. 113,177 Electrical Inspection Fund 0 0 5,524 6,036 6,036. .6,036 • Gas Tax Fund . 0 : , 0 65,367 10,514 10,514 10,514 . Sanitary Sewer Fund 0 . 0 24,012 29,646 29,646' 29,646 Storm Sewer Fund 0 . , • 0 46,539 70,710_ 70,710 70,710 • - Traffic Impact Fee Fund 0 .0 585 - 3,586 3,586 . 3,586 - ' Traffric Impact Fee Fund - US '0- 0' 254 1,576 1,576 1,576 County Gas Tax- - 0 - '0 4,822 . 0 0 0 Urban Services Fund- - . 0 0 9,419 20,878 20,8 20,878 . Water Quality /Quantity Fund 0 " 0 5 30 30 • 30 . - Water Fund . • • : 0' • 0 ' 70,112 - 67,221 67,221 67,221 • • Total transer in from other funds • $0 $0 - $982,364 $1,009,664 $1,009,664 $1,009,664 _ m - - ca TOTAL RESOURCES -$0 - $0_ . $982,364 $1,009,664 $1,009,664, $1,009,664' REQUIREMENTS Program Expenditures - Public Works _ .$0 - $0 • $825,947 " $865,447 $865,447 $865,447 • • Total Expenditures $0 $0 $825,947 $865,447. - $865,447 $865,447 Transfer out to'other funds - " _ CentralServices Fund • $0 • - - • $0 $116,417 $83,578 $81,972 ' • $81,972 Total transfer out to other funds . $0 _ ' • - - $0' $116;417 $83,578 $81,972 $81,972 " Contingency _ - - General Contingency • •$0- $0 $40,000 $60,000 • $60,000 $60,000 Total Contingency • $0 $0 " $40,000_ . $60,000 $60,000 $60,00 To tal-Budget $0 $0 . $982,364 $1,009,025 $1,007,419 $1,007,419 _ , � Ending Fund Balance 11 1 �` 1 I Undesignated"Fund Balance $0 • $0 , . $0 $639 $2,246 $2,246 ` Total Ending Fund Balance•. $0 $0 . - $0 $639 • $2,246 $2,246 • • • TOTAL REQUIREMENTS . ' $0 • • • $0 $982,364 $1,009,664 $1,009,664 $1,009,664 • This fund, created in FY 2001 -02 as an internal services fund, was established to track the revenues and expenditures of the City of Tigard, Fleet Maintenance Division and Property Management Division: The resources for this fund are,transfers from other City _ Oregon funds. These transfers are based on a cost allocation plan is revised each year based on anticipated use or benefits that are provided,to other City departments or divisions. Fleet/Property Management Fund #650 • 1.3 00 A • • 4 11100100 - Actual Actual Adopted Proposed . Approved Adopted City of Tigard, Description 1999100 - 2000/01 2001/02 - 2002/03 2002/03 2002103 Oregon RESOURCES - 300000 Fund balance $808,262 $1,450,350 , $217,238 $495,914 $495,914 $495,914 Bancroft Debt Revenue Service Fund 470000 Interest $31,709 $40,757 - $20,000 $10,000 $10,000. $10,000 #400 471000 Interest from other sources 157,693 134,381 9.5,542 148,712 148,712 148,712. 474000 Proceeds /collections - 1,948,178 2,000,097 4,450,000 3,586,800 3,586,800' '3,586,800 474010 Notes proceeds 0 0 0 0 0 0 475000 Bancroft collections - 952,816 290,268 228,356 289,777 289,777 289,777 478000 Other revenues. -0. 0 0 0 0 0 Total Revenue - - $3,090,396 $2,465,503 $4,793,898 $4,035,289 $4,035,289 $4,035,289 . Transfer In from other funds • Gas Tax Fund $0 $0 $0 $397,861 $397,861 $397,861 69th Ave LID Fund 0 - 0 0 137,412 137,412 137,412 • Total transfer in from other funds . $0 _ $0 $0 $535,273 $535,273 $535,273 N co cn TOTAL RESOURCES $3;898,658 $3,915,853 $5,011,136 $5,066,476 $5,066,476 $5,066,476 REQUIREMENTS Program Expenditures - Total Expenditures $0 - $0 $0 $0 $0 $0 Debt "Service $2,448,308 , $2,363,834 $4,515,222 $4,464,973 $5,014,973 $5,014,973 Contingency General Contingency . $0 $0_ , $0 $0 $0 $0 Total Contingency $0 $0 - - $0 $0 $0_ $0 Total Budget $2,448,308 $2,363,834 $4;515,222 $4,464,973 $5,014,973 $5,014,973 Ending Fund Balance Undesignated Fund Balance $1,450,350 . $1,552,019 $495,9.14 $601,503 $51,503 $51,503 / , �, Nl� �" s\ Total Ending Fund Balance $1,450,350 - $1,552,019 $495,914 .$601,,503- ' $51,503 $51,503 ,�- TOTAL REQUIREMENTS $3,898,658 $3,915,853 $5,011,136 $5,066,476 $5,066,476 $5,066;476 Revenue is this fund is derived from assessments on properties that participate in local improvement districts and from pro - City of Tigard, ceeds of Bancroft Bonds to retire short-term debt issued to fund the local improvements. On May 3, 1993, the City issued Oregon - $660,000 in Improvement Refunding Bonds for current refunding of a portion of the outstanding 1982, 1989, and 1990 - - Series bonds. Bancroft Debt Service Fund • The City also anticipates selling bonds for the long -term financing of the 69 Avenue LID project. Funds are included for this #400 financing co • A . Actual ;Actual _ Adopted Proposed Approved Adopted City of Tigard, Description 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 Oregon RESOURCES 300000 Fund balance ($15,734) - $42,541: . $40,424 $40,000 $40,000 $40,000 General Revenue Obligation. Debt - 400000 Current taxes. $232,191 $274,626 $215,564 $1,324,138 $1,324,138 $1,324,138. Service Fund 401000 Prior year taxes 40,575 = 17,699 5,000 10,000 10,000 10,000 #450 470000 Interest 6,539 . 10,645 6,000 5,000 5,000 5,000. Total Revenue - $279,305 $302,970 $226,564 $1,339,138 $1,339,138 $1,339,138 499000 Interfund Transfer $30,000 $0 $0 $0 $0 $0 TOTAL RESOURCES $293;571 $345,511: _ $266,988 $1,379,138 $1,379,138 $1,379;138 REQUIREMENTS Program Expenditures ro Total Expenditures $0 $0 $0 $0 $0 $0 CO v Debt Service $251,030 , $257,000 $246,988 $1,324,138 $1,324,138 $1,324,138 Contingency General Contingency : $0 $0 $0 $0 $0 $0 Total Contingency $0 $0 - $0 $0 $0 . $0 'Total Budget $251,030 $288,500 $246 $1,324,138 $1,324,138 $1,324,138 Ending Fund Balance Undesignated Fund Balance $42,541 .$57,011. $20,000 $55,000 $55,000 $55,000 Total Ending' Fund Balance $42,541 $57,011 $20,000 $55,000 - $55,000 $55;000 TOTAL REQUIREMENTS $293,571 $345;511 $266,988 $1,379,138 $1,379,138 $1,379,138 /44411 0111i" - The City sold $2.2 million in General Obligation Bonds on June 6, 1984 to purchase land and construct the Civic Center. City of Tigard, Advance refunding- bonds were issued in February 1987 to refund the callable portion of the 1984 issue, thus saving taxpay- - Oregon ers over $250,000 over the life of the bonds. In addition, the City issued $8.5 million in general obligation road improvement bonds in April 1989. On May 3, 1993, the City issued $6,935,000 in GO Bonds to advance refund $6,280,000 of out - standing 1987 and 1989 Series bonds. The refunding was done to save taxpayers.$265,436 over the life of the bonds. General Remaining General Obligation debt is from the 1993 series and this debt will be paid off in FY 2002 -03. Obligation Debt Service Fund On May 21, 2002, voters approved funding for a new library that will be constructed near the existing City Hall. Funds are #450 . , included to begin paying any future debt requirements. ,Revenue for- this is from property taxes and interest earnings. co Ad • • .- ' City of Tigard, . _ ; : Oregon _ General Information . -_ • • Basis of.Accounting 2 Budget Process 290 City Information 292 _ • • - Fiscal.Policies - 294' • • • • . . . • � l . • -.-: ,_ . , . . , • /A4NI/OpliNti it, . ", - ' • • - .. ' .' . ' '' . ' .. • , • '1 x • pl' =• • • . . . . , . . . . , ... . . . . , . . . ? . . _ . . . . . . . , . . . . . ... . . . . .. . . . . . • , , . ., ,. „„,„„,„ , . . . .... , . ...„, 4 . . . . _ ___., A Af!A - . City of Tigard Oregon • The accounts of the City are organized on the basis of funds and account City of Tigard; groups, each of which is considered to be a separate accounting entity. The Oregon' operations of each fund are accounted for by providing a separate set of 'self- balancing accounts. These accounts comprise the fund's assets, liabilities, fund. . Basis of equity, revenues, and expenditures. The funds are segregated . for the purpose of Accounting carrying on specific activities or attaining certain objectives. The City uses the modified accrual basis of accounting for governmental fund types, and the accrual basis of accounting for proprietary fund type's for both financial report- ing and budgeting. Under the modified accrual basis of accounting, revenues are recognized in the accounting period in which they become both measurable and available and expenditures are recorded at the time liabilities are incurred. Under the accrual basis of accounting, revenues are recorded at the time they - are'earned and expenses are recorded at.the liabilities are incurred. The basis of accounting described above are in accordance with Generally Accepted Accounting Principles. • • • • 289 The process the City follows to prepare its annual budget complies with Local City of Tigard, Budget Law established by the State of Oregon. The process and calendar of Oregon events leading up to adoption of this budget are as follows: Budget Process Sept. /Oct. Executive staff identify program priorities and major issues for the coming fiscal year. Oct./Nov. Finance Department prepares first draft of the Five Year Finan- . cial Plan, identifying fund conditions, financial trends, and first- year budget parameters. December Finance Department prepares budget instructions and distributes budget parameters to departments. January Department Managers begin assembling budget requests for review by the Finance Department. February Departments submit budget requests and supporting documenta- tion to the Finance Department. March/ . ' April Director of Finance prepares revenue estimates for coming year. ` • Requested Budget is submitted to the City Manager. Budget discussions between Department Managers, City Manager, and Finance Department take place. May The City Manager's Proposed Budget is submitted to the Budget , Committee for deliberation. Several public meetings are held to present the Proposed Budget to the.Budget Committee and to , allow citizen comment. The Budget Committee makes changes as appropriate and then approves the budget and forwards it to the City Council for adoption. June A public hearing before.City Council is held to-allow citizens to ' . - comment on the Approved. Budget. After the public hearing, the . Approved Budget is adopted by City Council resolution. July Adopted Budget takes effect. Oregon.Local Budget Law requires public input and participa- tion throughout the process'. All, Budget Committee meetings A di are open to the public and are advertised,as such: Advertisement ' , • • D „ of the public hearing prior to City Council adoption includes a �yphlti�l summary of the budget as approved by the Budget Committee. • 290 , , • Budget Revision Procedures • , City of Tigard, • Oregon Oregon Local Budget Law establishes procedures to revise the budget as events occur after budget adoption. The type. of event determines the procedures to be Budget» Process , followed. Budget Amendment The Adopted Budget appropriates contingencies in each fund. Contingencies cannot be used unless transferred to a specific appropriation by Council resold- tion amending the budget. Budget amendments during a fiscal year cannot exceed 15% of fund appropria- tions without approval of a Supplemental Budget. , • Supplemental Budgets - • Under Oregon Local Budget Law a Supplemental Budget is required to appro- • priate increased resources within a,fund (except for gifts,, grants, and dona- • tions), or if total budget amendments in a fund exceed 15% of the existing , . appropriations. Supplemental Budgets, which include changes greater than • 10% in any fund, must be advertised and must be approved by the Budget Committee prior to adoption by the City Council. Supplemental Budgets of less than 10% of a fund may be adopted by the Council without Budget Com- mittee action; but must be advertised in advance of approval. If at least ten • taxpayers make a written request within ten days of the notice, the Council must refer the Supplemental Budget to the Budget Committee prior to consider- . ation and action. . , • Asyre 291 • Form of Government City of Tigard, Oregon The City of Tigard was incorporated in 1961. City An elected Mayor and four Council members who comprise the City Council Information govern the City of Tigard. The City's Charter establishes a Council/Manager form of government. Members of the City Council are 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 the City Manager, administrative head -of the City government. The City Manager is responsible for ensuring Council policies are • implemented using resources appropriated by the Council to achieve desired service results in the community. The Mayor and Council are responsible for establishing City policies. Services Provided • The City provides the following direct services: ♦ Police ` • Library ♦ Road and street maintenance and construction • Sewer and storm sewer maintenance and construction ♦ Park facilities and maintenance • Community development activities, including the following: ➢ Planning • ➢ Building Inspection ➢ Engineering, ' ➢ Street Lights • Water Utility • Municipal Court Population Facts Population by year:. 2002 , 43,040 (Projected) 2001. 42,260 • 2000 . 39,672 1990 27,050 • - • 1980 14,286 . 1970 . 6,499 // 0001 iii \ 1960 34 292 • PhysicaUGeographic Facts City of Tigard, Oregon The incorporated area of the City is 11.4 square miles or7,296 acres. The City maintains 11 parks totalling over 160.8 acres and an additional 132.7 acres of areas considered greenways where development cannot occur. , City. . Information Economic Facts , • Tigard's location in the Portland metropolitan area provides citizens with many diverse employment opportunities. However, the Portland metropolitan area is experiencing higher unemployment rates than the national average. The unem- ployment rate in the Portland metropolitan area averaged 6.3% during the year 2001, representing an increase of 54 %o from the previous year. Value added through new construction continues to increase assessed value. ' Due to the decline in.the economy, the increase is not as large as last,. year The results of the first half of Fiscal Year 2001 -02 are showing building activity lower than the same time period in FY 2000 -01.. The City has, 2,7.59 licensed businesses within the City boundaries. The top ten employers' in the Portland Metropolitan area, as of December 31, 2001, are: . Employer ' # of Employees Intel - • 16,000 Fred Meyer 13,325 Providence Health System 12,800 • Oregon Health & Science University 10,100 ' State Oregon _ 9,534 ' ' Legacy Health Systems , 7,158 • Kaiser Foundation Health Plan of the NW 7,093 Safeway, Inc,. - , 6,000 ,. U S Bank . :4,242 'Meier & Frank Company 3,500 The top ten taxpayers in the City of Tigard are: • - • • , Type of Business Percent of Total Assessed Valuation_ • Oregon Business Park 3.48% Washington Square Shopping Mall 2.24% Lincoln Center Office Park 1.86% ' Verizon Northwest Inc. 1.58% Park 21 -7 & Nelson Business Park 0.82% AT &T Communications Inc. 0.81% ' Sprint Spectrum 0.72% M • Portland General Electric 0.70% ,I. Archstone Communities Trust 0.63% • ' - - Northwest Natural Gas 0.60% . , 293 • The City of Tigard has an important responsibility to its citizens to carefully City of Tigard, account for public funds, manage municipal finances wisely, and plan adequate Oregon funding of services and facilities desired and needed by the public. The City has established a formal set of fiscal policies to ensure that the public's trust is upheld. With these fiscal policies, the City has established the framework Fiscal under which it conducts its fiscal affairs, ensuring that it is, and will continue to Policies - be, capable of funding and providing outstanding local government services. The goals of Tigard's fiscal policies are as follows: • • _ Enhance City Council's policy - making ability by providing accurate infor- mation on program and operating costs. • Assist sound management of the City government by providing accurate and timely information on current and• anticipated financial conditions. • Provide sound principles to guide important . decisions of the Council and management that have significant fiscal impact. • Set forth operational principles which minimize the cost and financial risk of local government consistent with services desired by the public. • Employ revenue policies that prevent undue or unbalanced reliance on any one source, distribute the cost of municipal services fairly, and provide adequate funds to operate desired programs. • Provide and maintain . essential public facilities, utilities, infrastructure, and capital equipment. • • Protect and enhance the City's credit- rating. • • Ensure 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. • The. City uses the following fiscal policies to guide its financial affairs: • Revenue Policy • • Maintain a- diversified and stable revenue system to shelter the government Mani short-run fluctuations in any one - revenue source. • • One -time revenues will be used only for one -time expenditures: The City will avoid using temporary revenues to fund mainstream services. • All revenue, forecasts shall be-conservative. • Regular reports comparing actual to budgeted revenues will be prepared by -the Finance Department and presented to the City Manager. 4 n ,4 4�dljt' 1 • All City funds shall be safely invested to provide a sufficient level of ' liquidity to meet cash flow needs and to provide the maximum yield possible in that order. One hundred percent of an idle cash will be continuously invested. 294 Reserve Policy City of Tigard, Oregon • The City will maintain an unallocated fund balance or retained earnings equal to or greater than.two months of general operating expenditures or expenses. This reserve will be calculated based on the adopted annual Fiscal operating budget Of the City. These funds will be used to avoid cash-flow Policies interruptions, generate interest income, reduce need for short-term borrowing, and assist in maintaining an investment grade bond rating capacity. Operating Budget Policy ♦ Regular reports comparing actual to budgeted expenditures will be prepared ‘by the Finance Department and distributed to the City Manager. • ♦ Departmental objectives will be integrated into. the City's annual budget and monthly departmental reports. - • - ♦ Before the City undertakes any agreements that create fixed.costs, both operating and capital, the implications of such agreements will be fully determined for current and 'future years. • All non -salary benefits, Such as social security, pension, and insurance, will be estimated and their impact on future budgets assessed annually. • • Cost analysis of salary increases will include the effect of such increases on • the City's share of related fringe benefits: • The City will annually submit documentation to obtain the Award for Distinguished Budget Present ation ,from the Government Finance Officers Association (GFOA): Capital Improvement Policy ♦ Systems Development Charges (SDCs) will be used for infrastructure ' capacity expansion and improvements, including in -house engineering and design. • • Future operating costs associated with new - capital improvements will be - projected and included in the operating budget forecast.. • ♦ The City will determine and use the most effective and efficient method for financing all new capital projects. ♦ Special funds dedicated for capital improvements will be segregated in the accounting system and used only for the intended capital purposes. • A Fixed Asset Policy • • The City will control capital assets by assigning accountability and I * 11 1 responsibility-to specific departments. ' . 295 ' • The City will provide documentation of equipment loss to the insurance City of Tigard, companies in the event of losses due to fire or theft. Oregon • The City will maintain and provide information such as depreciation and obsolescence needed for City's enterprise funds (Water, Sanitary Sewer, Fiscal and Storm Sewer). Policies ♦ The City will provide budget information for capital replacements and • additions. • The City will maintain inventories of all City equipment to avoid duplication of equipment. ♦ The City will maintain a list of all assets and their values to ensure the capital assets are properly insured. Accounting Policy • The City will maintain high standards of accounting. Generally accepted accounting principles (GAAP) will be used in accordance with the standards developed by the Governmental Accounting Standards Board and endorsed by the Govemment Finance Officers' Association (GFOA). • An independent annual audit will be .performed by a public accounting firm, which will issue an official opinion on the annual .financial statements and management letter detailing areas that need improvement. • Full disclosure will be provided in the financial statements and bond representations. _ . • Financial systems will be maintained to monitor expenditures and revenues on a monthly basis, with thorough analysis. • The accounting system will provide monthly information about cash . position and investment performance. • The City will annually submit documentation to obtain the Certificate of Achievement for Excellence in Financial Reporting from GFOA. Debt Policy • • Capital projects financed through bond proceeds shall be financed for a period not to exceed the useful life ?of the project. •• Long term borrowing will be confined to capital 'improvements too large to be financed from current revenues. • . Issuance of Assessment Bonds will be pursued to, finance local improvement districts approved by City Council. bomp hl i�l+� • Bond Anticipation Notes will be used as needed t� finance construction of _ n1w local improvements. 296 • INVESTMENT POLICY City of Tigard, Oregon . The following Investment Policies are intended to meet the requirements of , ORS 294.035 and to provide the framework within which City of Tigard funds Fiscal may be invested: • • Poh:cies Authority The Finance Director shall serve as the Investment Officer of the City. The Investment .Officer is responsible for ensuring that funds are invested so as to - make necessary cash available to meet current obligations and to inve excess • cash in accordance with ORS 294.035 through ORS 294.047 and these Invest- ment Policies. ' The Finance Director may assign the delegation of authority to persons respon- sible for inve transaction. This person would then act as Investment Officer with prior,approval of the City Manager. Scope. These Investment Policies apply to all excess cash related to all activities and funds under the direction of 'the Tigard City Council including water funds on • behalf of Durham, King City, and Tigard Water District. Cash accumulations related to bond proceeds or short- term;borrowing -is included unless more restric- tive state or federal regulations are applicable. Excess cash shall be defined as all liquid assets not necessary to meet current obligations: Deferred Compensation Deferred compensation funds are placed with a third party for investment and are therefore excluded from the restrictions set forth in these guidelines. • Objectives The objectives of these policies -are to provide for the p of City assets, the availability of such assets to meet obligations as•they come due, and to provide for a reasonable rate of return on those, assets; in that order. Prudent Investor Investments shall be made under the prudent investors rule, which states, "Investments shall be made with judgment and care, under circumstances then, • prevailing, which persons of prudence, discretion, and intelligence exercise in /� nn,d� \ . • the management of their own affairs, not for speculation but for investment, N� i �lti 1i 1 considering the probable safety of their capital as well as the probable income to be derived." • 297 Internal Controls City of Tigard, Oregon The Investment Officer shall maintain a system of written internal controls, which will be reviewed annually by the independent auditor. Fiscal Cash Flow Analysis Policies The Investment Officer shall maintain a historical cash flow record and a cash flow projection, which extends twelve months into the future. The projection • shall be reviewed and updated on a regular basis. No fixed maturity securities • shall be purchased unless the cash flow projection indicates that the funds in- vested will not be required until the maturity date of the investment. Bond Proceeds Surplus funds resulting from debt issuance shall be considered as a separate port- folio and shall not be restricted by the maturity and instrument diversification section of these policies. Such funds may be invested for periods exceeding 18 months and up to 60 months. Such maturities shall coincide with the projected cash flow needs resulting from the projected construction schedule. Diversification The Investment Officer will diversify the general portfolio to avoid unreason- - able risks within the following parameters: • Maturity Diversification Investment maturities shall be scheduled to coincide with projected cash flow needs. Thirty percent of the portfolio will mature in less . than 90 days. No investments will be made for a period to exceed 18 months unless: - This investment policy has been submitted to the Oregon Short Term Fund Board for comment prior to being approved by Council and complies with the requirements. of ORS 294.135. In this case, the maximum maturity shall be defined in policy. The funds are being accumulated for a specific purpose, including future • construction projects, and upon approval of the Council, the maximum maturity date matches the anticipated use of the funds (ORS 294.135(1)(b)). • If this investment policy has been submitted for review by the OSTF A Board as specified above and in accordance with ORS 294.135(1)(a), debt service reserves may be invested to mature not longer than five years: Otherwise, debt service reserves shall not be invested to a matu- rity date exceeding one year as specified under ORS 294.135(3). 298 The Investment Officer may make investments having maturity longer City of Tigard, than 18 months, but not more than . 36 months, with the exception of Bond ' Oregon Proceeds.. The City's investment portfolio shall not contain more than 20% of the total dollar value of its investments with maturities between 18 months and 36 months. Fiscal Policies • Instrument Diversification Certificates of Deposit 25% maximum ' Corporate Indebtedness 35% maximum Bankers Acceptance 50% maximum Treasury/Agency Securities 90 % maximum Local Government Investment Pool 100% maximum Demand Deposits 10% maximum Lawfully issued Debt . Obligations of the , States of Oregon, . Washington; = Idaho and California and political subdivisions of those states 25% maximum • Institution Diversification Bank liabilities with any one qualified financial institution shall not ex- ceed 20 percent of the portfolio, Bank liabilities of any one qualified • financial institution shall not exceed one percent of the institution's total assets. , Investment in Corporate Indebtedness shall not exceed 5 percent of the portfolio iri , any one Oregon corporate entity meeting the rating ' requirements of P -2/A -2 or; better, or 5 percent of the portfolio in any one corporate entity outside the State of Oregon_(ORS 294.035• section C): For purposes of these' guidelines, the state local, government investment pool (LGIP) shall be considered to have: a one = day liquidity. Selection of Investment Instruments Investments shall be made by the Investment ,Officer through the exercise of his/ her judgment after requesting quotes from financial institutions: Selections will be made so as to provide the highest rate of return within the parameters of these policies. • • 299 Qualified Institutions City of Tigard, Oregon The Investment Officer shall maintain a list of all authorized institutions, which are approved for investment purposes. The - Investment Officer will request, analyze, and, keep on file, periodic financial statements and related information Fiscal to satisfy himself/herself as to the creditworthiness of each institution on the Policies approved list. Reporting The Investment Officer shall prepare an investment activity report at the end of each month for review by the City Manager. Amendments These investment policies may be amended at the request of the Investment Of- ficer, the City Manager, or members of City Council. Such amendments shall be approved by the City Council in the same manner as the investment policies. Authorized Investment Instruments The Investment Officer shall invest the money of the City only in qualifying investments according to guidelines in ORS 294.035, These investments include: ♦, Demand deposits with approved institutions. . • Deposits in the Oregon Local Government Investment Pool. i Certificates of Deposit with Oregon banks. • Banker's acceptances. • : Qualifying corporate indebtedness not to exceed 5% of the portfolio on any _ one corporation. • Lawfully issued debt obligations of the United States and obligation guaran- teed by the United States, the agencies of the United States or 'enterprises sponsored by the United States government, not to exceed 40% of the portfo- lio on any one government; sponsored enterprise. • Lawfully issued debt obligations of the States of Oregon, Washington,. Idaho and California and political subdivisions of those states. Safekeeping A third -party custodian as evidenced by safekeeping receipts will hold securities (excluding bank deposits and CDs). Other Policy Considerations . � � Any investment currently held that does,notmeet the guidelines of this policy �'NP �I�j) shall be exempted from the requirements of this policy. At maturity or liquida- tion, such monies shall be reinvested only as provided by this policy. 300 • • • • City of Tigard, eD Or egon APPENDIX Schedule of Appropriations 301 Summary of Contingency • - '309 • Budget Message 310 Glossary of Budget Related Terms 3'17 Advisory Committee • 322 Staffing Summary. • 325 'Management /Professional Group • • Salary Schedule 326 Tigard Police Officers Association Salary Schedule 328 Oregon Public Employees Union Salary Schedule 329 City of Tigard Main Roads Map Back Page • • ■ 11 40/ 11 0 4 f _a AA AQ� -- City of Tigard, Oregon Exhibit A Sched'ul of Appropriations City'of Tigard, Fiscal Year 2002 -03 • O reg o n Resolution No 02 =37 _ Budget Committee Council, F Program Proposed Changes Approved . Changes' Adopted „ Schedule of _ • Appropriations General Fund , • 'Community Services $9,322;871 $74,295 $9,397,166 • $3,000 $9,400,166 Public Works" , , 2,511,250 187 2,511,437 0 2,511,437 - Development Services 2,572,298 812 2,573,110 , 0 2,573;110 Policy and Administration 298,407 0 298,407 0" 298,407 • General Government 0 0 0 0 0 Debt Service 0 0 0 0, 0 • Transfer 4 284,363 4,566,781 0 4,566,781 ' Capital Improvements 326,250 0 326,250 , 0 , 326,250 • Contingency 1,000,000 0 1,000,000. (3,000) 997,000 Total Fund $20,313 $359,657 $20,673;151 $0' $20,673,151 Sanitary Sewer Fund S , Community Services $0 • • • $0 $0 $0 $0 Public Works . 487,658 0 487;658 0 . 487,658 Development Services' • -0 0 0 0 0 • , ' Policy,and Administration' - ' 0 0 0 , '0 0 General Government 0 ' , 0 ' A 0 0' • Debt Service.. 0 0 . 0 0 0 , , ' - Transfer . ' 269,399 (1,399) 268,000 . 0 268,000 ' Capital Improvements , 2,300,000 ` 0 2,300,000 ' 0 2,300,000 Contingency '475,000 - 0 • 475,000 0 475,000 - • Total Fund. , .- $3,532,057 ($1,399) $3,530,658 $0 $3,530,658 . • Storm Sewer Fund _ ' - Community Services . $0 - $0 - $0 " $0 ' $0 Public Works ' ' 506,733 0 506,733 0 506,733 Development Services - 0 0 0 0 0 Policy and Administration , 0 0 0 0 0- ' General Govemnient 0' 0 0 0 0 - • _ . 4 . D Service • 0 0 . 0 0 0 ' ' • Transfer 559,315 (3,502) 555,813 0 ' 5 55,813 • • Capital Improvements 200;000 '0 200,000 0 ' 200,000 . Contingency , 213,000 . . 0 . 213,000 0 _ 213,000 ' Total Fund $1,479,048 ($3,502) ` $1,475,546 $0 , $ "1,475,546 . ' Water Fund 'Community Services ' . $0 ,10 $0 . '$0 $0 • Public Works : 4,644,082 • (31) - 4,644,051 0 " 4,644,051 ' Development Services 0 0 .' 0 0 0 Policy and Administration 0 o ' ,0 , - 0 0 ' General Government 0 0 , • - 0 Debt Service 0 ' o,, 0. 0 0 Transfer 1,169,434 (11,692) 1,157;742 0 1,157,742 • Capital Improvements 1,373,000 • 0 '• 1,373,000 0 1,373,000 . . . Contingency ' 1,025,000 0 1,025,000: " • . 0' .' 1,025000 Total Fund $8,211,516 ($11,723) ' $8,199,793, $0" $8,199,793 • - 301 • Exhibit A , an Schedule of Appropriations • Cl - ; r of Tigard, . d , Fiscal Year 2002 -03 Oregon Resolution No. 02 -3 Budget Committee Council Fund Program Proposed Changes Approved Changes Adopted Schedule of - Water SDC Fund • • Appropriations Community Services. $0 $0 $0 $0 $0 , Public Works 0 0 0 0 0 Development Services 0 0 • 0 0 0 • Policy and Administration 0 0 0 0 0 . . General Government 0 0 0 . 0 0 ' Debt Sery ice 0 0 0 0 0 Transfer 0 394,875. 394,875 0 394,875 Capital Improvements 794,875 (394,875) 400,000 0 400,000 ' . Contingency ' 119,231 • (0) 119,231 0 119,231 Total Fund . $914,106 ($0) $914,106 $0 $914,106 Water CIP Fund Community Services • $0 $0 $0 $0 • $0 Public Works ' 0 0 0 0 0 Development Services 0 0 0 0 0 . Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 • Debt Service 0 0 0 0 0 Transfer 0 0 0 0 0 Capital Improvements 670,000 0 _ 670,000 0 670,000 Contingency 100,500 0 100,500 0 100,500 ' Total Fund • $770,500 $0 $770,500 , $0 $770,500 ' Water Quality /Quantity Fund . Community Services • $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 . Development Services 0 0 0 0 0 Policy and Administration • 0 0 0 0 0 ' General Govemment 0 0 0 0 0 ' Debt Service 0 0 0 0 0 Transfer 1,270 0 ' 1,270 0 1,270 Capital Improvements 32,000 0 32,000 0 32,000 Contingency 4,900 0 4,900 0 4,900 TotalFund $38,170 $0 $38,170 $0 $38,170 Criminal Forfeiture Fund Community Services $0 $0 $0 , $0 $0 Public Works. 0 0 -. 0 0 0 Development Services , 0 0 0 0 0 Policy and Administration. 0 0 0 0 0 General Government 0 - 0 0 0 ' 0 ' Debt Service 0 0 0 0 0 Transfer 10,000 0 10,000 0 10,000 Capital Improvements 0 0 0 0 0 • - • Contingency • 1,500 - 0 1,500 • 0 1,500 ' • - Total Fund $11,500 $0 , $11,500. $0 $11,500 • • • . 44)1kbi ' ' . . . . / *All ill'' . ' - • . 302 .. • Exhibit A - . - . Ci o Ti RPd Schedule of Appropriations , �' .f , g , Fiscal Year 2002 03 'Oregon - . • Resolution No. 02 -37 . . Budget ' • •Committee Council Schedule of Fund • Program Proposed - Changes Approved :Changes Adopted Appropriations Gas Tax Fund . , Community,Services $0 $0 $0 $0 $0 ' Public Works 0 0 0 0 0 ' , Development Services • 475,000 , 0 475,000 0 475,000 - Policy an d Administration 0 0 0 0 0 - General Government 0 0 0 0 0 . Debt Service 0 ' 0 0 0 ' Transfer • 1,583,376 (1,793) 1,581,583 0 1,581,583 Capital Improvements 510,000 - 0 510,000 0 510,000 Contingency 370,000 (77,000), -293,000 0 293,000 Total Fund $2,938,376 ($78,793) $2,859,583 $0 $2,859,583 ' County Gas Tax Fund , Community Services $0 , $0 $0 $0 $0 , ' Public Works ' 0 0 , 0 0 0 • • • - Development Services " 0 , - 0 0 0,. 0 • Pol and Administration _ 0 ' • 0 0 0 0 ' General Government • ` 0 0 0 0 ' • 0 • .Debt Service 0. 0- 0 _ ' 0 0 , .Transfer • 80,000 0 80,000. 0 80,000 - - . Capital Improvements 0 0 0' 0 0 Contingency ' • .0 0 0 ' 0' .. • 0 - Total Fund $80;000 $0 •• $80;000 $0 $80;000 • Parks Capital Fund" ' - . Community Services $0 $0 $0 $0 $0 . ' Public Works • 0 0 0 0 0 Development Services ,,' 0 • 0 • 0 . 0 0 Policy and Administration 0 .0 0 0 0 General Government 0. 0 0 0 0 • , Deebt Service 0 277,861 277,861 0 277,861 • - Transfer; ; 0 0 0 0' 0 ' , • Capital'Improverrients 1525,100 (249500) _ 1576,100 0 1,576,100 Contingency 273500 , . 0 273500 - •. • 0 273500. • ', Total Fund $2,098;100 $28,861 ` $2,126,961 $0. $2,126,961 . Traffic Impact Fee Fund ' Community Services $0 ,$0 • $0 • '$0. $0 Public Works 0 0 0 0 0 Development Services 0 0 . ' 0 • 0' 0 , Policy and Administration 0 0 0 0. 0 - General Government 0 - 0 , 0 0 ' 0 Debt Service 0 0 0 0 0 " Transfer • - 405,970 ' (185) ' 405;785 - 0 ' 405,785 Capital Improvements 3,056,000 69,000 .3,125,000 -0 3,1 Contingency 100,000 ' ' (58,987) • 41,013 ' 0 • 41,013 •Total Fund $3,561,970 $9,828 $3,571,798 • • • $0 $3,571,798 • /�Hi l' 6\ ^!4i' e • 303 ' Exhibit A Schedule of Appropriations City of Tigard, Fiscal Year 2002 -03 • Oregon Resolution No. 02 -37 Budget Committee Council Fund Program Proposed Changes Approved Changes Adopted Schedule of Traffic Impact Fee Urban Services Fund Appropriations Community Services $0 $0 $0 $0 $0 Public Works 0 ' 0' 0 0 0 Development Services 0 • 0, 0 0 0 Policy and Administration 0 0 0 0 0 General Govemment 0 0 • - 0 0 0 Debt Service 0 0 0 0 0 Transfer • 46,894 (81) 46,813 0 46,813 • Capital Improvements 850,000 0 850,000 • 0 850,000 Contingency 134,000 0 134,000 . 0 134,000 Total Fund $1,030,894 ($81) $1,030,813 $0 $1,030,813 . • Building Fund . Community Services $0 $0 $0 $0 '$0 - Public Works • 0 0 0 0 0 Development Services 992,792 0 992,792 0 992,792 , Policy and Administration 0 0 0 0 0 General Govemment 0 0 0 0 0 Debt Service 0 0 0 0 0 _ Transfer 288,483 (1,240) 287,243 0 287,243 Capital Improvements 0 - 0 0 0 0 • • C ontingency 190,000 .0 190,000 0 190,000 . Total Fund • $1,471,275 ($1,240) $1,470,035 $0 $1,470,035 Electrical Inspection Fund Community Services. $0 $0 $0 $0 $0 . Public Works 0 ' 0 • 0 0 0 • ,' Development Services 0 0 0 0 0 Policy and Administration - ' 0 0 0 0 0 General Govemment 0 0 0 0 0 N Debt Service .. 0 0 . 0 0 0 Transfer 169,857 (245) 169,612 . 0 169,612 Capital Improvements 0 0 0 0 0 Contingency . 25,000 0 25,000 0 25,000 Total Fund $194,857 ($245) $194,612 $0 $194,612 - Underground Fund . Community Services $0 $0 '$0 $0 $0 . Public Works - 0 0 0 0. 0 ' Development Services_ 0 0 0 -0 0' Policy and Administration ' 0 0 0 0 0 ' General Government 0 0 0 0 0 Debt Service 0 0 0 • 0 0 . Transfer 0 0 . 0' 0 0 Capital Improvements • 100,000 . ' • 0, 100;000. 0 • • 100,000 • Contingency 1 0 15,000. 0 15,000 • . Total Fund $115,000 , .$0 • 1115,000: $0 $115,000 . A ri/ 411 1 1� , � Ii • 304 . • • Exhibit A • Schedule of Appropriations , City of Tigard, Fiscal Year 2002-03 ' - Oregon Resolution No 02 -37 . . Budget - ` • " Committee Council Schedule of Fund' Prog : Proposed Changes •Approved Changes Adopted Appropriations Insurance Fund Community Services $0 $0 ' $0 $0 $0 Public Works 0 0 0 0' 0 Development Services 0 - 0 0 . . 0 0 , Policy and Administration 0 0 0 0 . 0 . General Govemment ' 0 0 0 0 0 -•,• • Debt Service • 0 0 0 0 0 Transfer • 0 100,000 . 100,000 0 100,000 "' Capital Improvements 0 , 0 0 0 . 0 ' Contingency 0 0 0 0• 0 ' Total Fund $0 $100,000 $100,000 $0 . $100,000 Urban Services , Community Services $0 $0 $0 . $0 $0 ,, Public Works 0 0 0 0 0 _ : , Development Services 0 0 . , 0 - -0 • 0 • • • , .Policy and Administration 0 ` 0 0 - 0 0 . General Govemment 0 0 0 0 0 • Debt ' ' = ' ' 0 0 ' 0 '0 0 "Transfer 585,163 (887) 584,276 0 : _ 584,276 Capital Improvements 50,000 0 50,000 . 0 ' 50,000 • - Contingency • " 93,000.: .' : 0, ` 93,000 0 93,000 ' Total :Fund $728;163. ($887) $727,276 . $0 $727,276 Tree Replacement Fund - ' ' , Community Services • $0 $0 $0 $0 $0 • Public Works . 0 0 0 ' 0 0 Development Services 0 0 0 0 0 . . - ' Policy and. Administration 0 0 0 0 0 • Gen eral Government ' 0 0 0 0 0 - , , . Debt Service : ' ' , .0 0 0 0 .0 • , Transfer, • " 200,000 0 200,000 0 200,000 Capital Improvements 0 0 0 0 0 ' Contingency ., ' 0 0 0 -' , 0 0 • • T Fund ' '8200,000 $0 $200,000 - $0 $200,000 Economic Improvement District Fund • . ' Community Services - $0 , $0.' $0 • $0 ' $0 , • • Public Works • . - ' ' 0 •0 0 0 0 Development Services 0 0 0 ' 0 0 Policy and Administration 0 0 0 0. 0 ' . General Govemment 0 0 0- 0 0 • Debt 0 . : 0 0 -0 Transfer 0 - 0 0 • "0 0 . • . Ca pital.lmprovements 0 ' - ' 0 .0 0 0 . - , • . Contingency , 0 • _ • 0 . 0 0, . ' 0 r Total Fund $0 $0 . $0 •, $0 $0 _ijr- CIE- ICIiI� . • • 305 � . Exhibit A Schedule of Appropriations City of Tigard, Fiscal Year 2002 -03 Oregon Resolution No. 02 -37 • Budget Committee Council Fund Program Proposed Changes Approved Changes Adopted Schedule of Appropriations 69th Aven LID Fund Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 137,412 0 137,412 0 137,412 - ' . Capital Improvements 0• 0 0 0 0 Contingency 0 0 0 0 0 Total Fund $137,412 $0 $137,412 $0 $137,412 SW Dartmouth LID /CIP Fund Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 . Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 0 0 0 0 0 Capital Irnprovements 9,281 0 9,281 0 9,281 Contingency 0 . 0 0 0 0 Total Fund $9,281 $0 $9,281 $0- $9,281 • Metro Greenspaces Fund Co'mmunity $0 $0 $0 $0 $0 Public Works: 0 0 0 0 0 Development Services. 0 0 0 0 0 Policy and Administration 0 • . 0 - 0 0 . 0 General Government 0 0 0 0 0 Debt Service -. 0 0 0 0 0 Transfer 75,000 0 75,000 0 75,000 Capital °Improvements 0 0 0 .0 0 Contingency 0 0 0 0 0 Total Fund $75,000 $0 . $75,000 $0 $75,000 ' Park Levy Improvement Fund , Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 , Policy and Administration 0 0 0 0 0 General Government- 0 0, 0- 0 0 Debt Service • 0 0 0 0 0 Transfer 135,000 0 135,000 0 135,000 Capitallmnprovements . 0 . 0 . 0 0 Contirgency _ '0 ' 0 0 •0 0 Total Fund $135,000 $0 $135,000 $0 $135,000 A .. • . , . • . , . . . . . //Ninr(i,„„,l lli ��,, llii . . . . . _ , • • 306 • • • E ihibitA • • Schedule of Appropriations City of Tigard,: Fiscal Year 2002 -03 . . , „ - Oregon - Resolution No. 02 -37 - • Budget . . Committee Council ' . • ..Fund Program Proposed Changes Approved ' Changes . Adopted • Schedule of .. .. . Facility Fund • '• • A p p ro riations • p p p Community Services $0 $0 $0 $0 $0 Public Works 0 • 0 0 0 0 Development Services 0 0, 0 0 0 P olicy. and Administration 0: 0 0 0 0 , • • General Govemment. 0 • 0 0 0 0 Debt Service • 0 _ 0 0 0 0 • Transfer 0 0 0 0 0 ' - Capital Improvements 3,750,000 • 10,000 3,760,000 0 3,760;000 • Contingency 562,500 0 562,500 0 ' 562;500 ' Total Fund $4,312,500 $10,000 $4,322,500 $0 $4,322,500 ' Wall Street LID Fund , Community Services $0 ' • $0 . $0 $0 . $0 '• Public Works, 0 0 ' , 0 . ' 0 0 ., . , Development Services , • 0 0 _ 0 0 0 • '' Policy and Admini 0 0 0 • 0 0 , GeneralGovemment . . 0 0 _ 0' . 0 ' 0 _ , ' DebtService' - 0 ' '0 0 - 0 . 0 • . Transfer - 0 0 , '0 0 0• . , . - • • • Capital Improvements 2,000,000 0 2,000,000 0 2,000,000 _ Contingency 100,000 0 100,000 0 100;000 , Total Fund ' '$0 $2,100,000 $0 .; $2,100,000 • ' • Central Services; Fund Community Services '- $0 $0 $0 • $0 $0 ' • Public Works - 0 0 - 0 0, 0 Development.Services, . - 0 0 0 0 0 . ' • • Policy,and;Administration - 3,995;897 (2,655) 3,993,242. ,.0 3,993,242 General'Govemment ' 192,100 ' • 0 192,100 • 0 . 192,100 . Debt' Service 0 0 0 r 0' 0 _ Transfer ' 113,1 0 ,113,177 • 0 113,177 • , • : Capital' Improvements • •0 0 .0 • 0 0 Contingency, 300,000 • 98,049 398,049. 0' 398,049 - • Total Fund $4,601,175_ $95,394 $4,696,569 $0 $4,696569 . Fleet%Property Management Fund ' • ' Community' Services $0 $0 , ' '$0 $0' $0 ' ' ” - Public Works . 865,447 '0 865,447. 0 : 865;447 ' ' - Development Services 0 0 . 0 , - • 0 .0 • Policy and Administration 0 0 0 0 0 General Govemment 0 ,0' . ` • 0 0 - 0 • Debt Service 0 Q ` '0 • • 0 0 . • Transfer 83,578 (1,606) 81,972 0 • 81,972 ' Capital Improvements 0 0 . 0 0 .0 .. Contingency 60,000 ' 0 • 60,000 ' 0 60,000 • Total Fund ' $1,009,025 ($1,606) • $1,007,419 . $0 $1,007,419 ' • / z�mit to 11 ti +i' `"� I , 307 Exhibit A City of Tigard, Schedule of Appropriations Fiscal Year 2002 -03 • Oregon Resolution No. 02 -37 Budget Committee Council Schedule of Fund Program Proposed Changes Approved Changes Adopted • Appropriations G/o Bond Debt Fund Community Services $0 $0 $0 $0 $0 • Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 • General Govemment 0 0 0 0 0 Debt Service 1,324,138 0 1,324,138 0 1,324,138 Transfer 0 0 0 . 0 0 ' Capital Improvements 0. 0 - 0 0 0 Contingency 0 0 - 0 0. 0 Total Fund $1,324,138 $0 $1,324,138 $0 . $1,324,138 Bancroft Bond Debt Fund Community Services $0 $0 $0 $0 $0 Public Works 0 .0 0 0 0 . Development Services 0 0 0 0 0 , Policy and Administration 0 0 0 0 0 General Govemment 0 0 0 0 0 Debt Service 4,464,973 550,000 5,014,973 0 5,014,973 Transfer 0- 0 0 0 0 Capital Improvements 0 . 0 0 0 0 . Contingency 0 0 0 0- 0 Total Fund . $4,464,973 $550,000 $5,014,973 $0 $5,014,973 Total Appropriations $65,857,529 $1,054,262 $66,911,791 $0 $66,911,791 • • A ' . - ' , ' . _ /br il iM ifiliti i 1 1 308 ... The FY 2002 -03 budget includes contingency appropriations for, most operating City of Tigard, funds. Contingencies are built into the budget to, ensure that funds are available Oregon . for unforeseen events and to build a cushion into revenue estimates. 'Summary of Beginning m FY 2000 -01, contingencies were sized according to the maximum amount allowed by Oregon Local Budget Law (15% of total fund appropria- ' ,Contingency tions) or a prudent amount based on the size of the fund. Adopted Adopted Fund Summary 2001/02 2002/03 • General Fund $1,000,000 $997,000 Sanitary Sewer Fund 430,000 '475,000 Storm Sewer Fund 182,000 '213,000 Water Fund • 952,000 1,025;000 Water SDC Fund 88,200 . 119,231 Water CIP Fund 73,000 100,500 Water Quality /Quantity Fund 53;000 •4,900 Criminal Forfeiture Fund. • . . • 0 . . ' 1,500 Gas Tax Fund ' • ' 19,800 .' ' 293,000 • County Gas Tax Fund 10,000 0 Parks Capital Fund 80,000 273,000 Traffic Impact Fee Fund 300,000 ' 41,013 Traffic Impact Fee Urban Services Fund 6,200 134,000 Building Fund ' 250,000 ' 190,000 Electrical Inspection Fund _ _ 33,000 25,000 Underground Utility Fund ' 6,000 15,000. Urban- Services Fund 94,500 ' 93,000 Wall Street LID Fund . ' 0 100,000 Tree•Replacement Fund ' ' 7,800 . 0 Metro Greenspaces Fund 0 0 • Facility . , 112,500 562,500 Central`Services Fund. ' 187,650 398,049 ,Fleet/Property Management Fund . 40,000 60,000 • Total Contingency $3,925,650 $5,120,693 Contingencies may not be pent directly; if needed, they must first be trans - ' • ferred to a program expenditure by resolution of the City Council. If not transferred to a program expenditure during .a fiscal - year,'the contingency amount becomes part of the ending fund .balance. nro ,��, �il�i i I � 309 : ' Honorable Mayor Griffith, Members of the City Council, and Citizen Members City of Tigard, of the Budget Committee, I hereby submit for your consideration the proposed Oregon FY 2002 -03 Budget for the City of Tigard. Tigard continues to operate within the guidelines of our Financial Plan, which 2002 -2003 is updated annually. The Plan projects our revenues and expenditures for all Budget funds and activities through FY 2006 -07. The Plan continues to reflect the Message growth of the community, the addition of new programs, and our commitment g to continue to provide quality services to the community. Major Issues Last year, as in prior years,, within the Budget Message, I mentioned several major issues facing the City of Tigard. These issues continue today. In addition, Tigard,, like all cities in Oregon, is affected by the continuing economic impacts of the September 11, 2001 tragedy and the downturn in the economy of the nation, and in particular, Oregon. There are several additional concerns which are out of the control of the City which could be resolved in the next several months such as: the May 21, 2002, bond election which will determine whether the proposed new library is built, the court decision in the Measure 7 case, and final resolution of the Qwest case reporting franchise fees. Issues which continue from last year are: 1) Tigard has been using sewer funds to initiate and complete a series of neighborhood sewer reimbursement projects to fully serve the city. The programhas been successful and will continue for the next few years. 2) A decision has .yet to be made regarding the annexation of Bull Mountain. A comprehensive study of the area was completed in 2001 which identified major capital funding needs for roads and parks. Over the next year, Coun- cil likely will set the:direction of the City as decisions are made how and when annexation of the area will take place, and how capital facilities will be funded. 3) For the second year, the City has seen a reduction in building activity in both the City limits and urban services area of Washington County. Early in'2001 the trend reversed somewhat, as residential building permit activity in the City and urban services area rose. While favorable, however, my Budget Message cautioned that with the uncertainty of the U.S. economy, we would carefully monitor the development, activity and take appropriate action. , The tragic events of September 11; 2001, and the resulting impact on Oregon's_ unemployment rate, reduction of investment, and downturn in building activity were all indicators that locally, our situation had been negatively impacted. . 4) In December 2001, the New Tigard Library Construction Committee recommended to the City 'Council that a bond measure in the amount of $13 million should be placed before the voters in May 2002 for the construction of anew building. The results of the measure should* known immediately al ∎ '1.J., after the. May. 21 election. If approved, funds will be expended to secure an architect to.design the building, consultants to assist in permit processing • 310 • • • will be retained, and bonds to fund the construction will be sought. Con- - - City of Tigard, struction should be initiated in Spring 2003. Oregon The relocation of the Library operation off the Civic .Center site will make available the present Library building for other municipal purposes. As mentioned last =year, consideration of the reuse of the building for either Budget Community Development, Engineering, Finance, or Administrative Ser- Messa vices will then, take place and a recommendation will be made for renova- tion of the space to 'accommodate the new tenants. Another impact of the decision as to which City departments relocate to the library is the schedul- ing of upgrades to City facilities such as City Hall, the Water building, Public Works operations, the Niche; and portable office structures. Funding for analysis of space. options, improvements to the, HVAC systems of the present City Hall and Library, and other deferred maintenance needs will be factored into the decisions. Of course, initial decisions on use of the facili- ties will be needed prior -to HVAC design and, upgrade. 5) Tigard continues to review options of purchasing the water from the Port- land Water Bureau and the Joint Water Commission. Capital improvement upgrades were made in the past year, an aquifer storage recovery program was introduced; and favorable climate conditions , greater rainfall) have helped to improve our.. situation so that delivery. of water to our customers in the coming year should be assured. Tigard will continue to focus on options to make a long -term decision -on water supply as soon as is feasible. 6) Transportation improvement funding continues to be an issue. The citizen conunittee which assisted City:Council and staff in 2000 to prepare a bond measure, which was ultimately rejected by the voters, was reconvened. They evaluated transportation funding alternatives and are now carefully • reviewing the potential for a road maintenance fee to be considered by the City Council in the coming year • 7) The City must continue to keep a close watch on the Oregon Supreme Court's pending decision onMeasure'7, the citizen - initiated measure to ' require governments to compensate landowners for the reduction in the value private real property due to government regulation. ,The November • 2000 measure was adopted by voters but ruled,to be unconstitutional by an Oregon Court in 200.1: The Oregon Legislature ;failed to adopt a solution, thus the outcome of Measure 7 rests with the Oregon Supreme Court. The financial impacts of the measure are unknown. `If Measure 7 is ruled to be valid, the fiscal year. 2002 -03 Budget could - be significantly impacted: Staff continues to closely monitor developments with the assistance of the City Attorney, will gauge the impacts on Tigard based on filings by Tigard property owners. Once the impacts are known, the City Council and Budget Committee may need to be consulted to assist in developing a course of action. . , 8) Due to the many unknowns related to the economy, staff is taking a very conservative approach to budgeting for the coming year. In several cases, ' - • 40, 00�� h� + a�\ vacancies are not being filled as we await more information about the �� Oregon and local financial conditions._ In addition, the City financial plan indicates that in November 2004 the City, will require a local option levy to 311 continue the existing levels of service needs brought on by growth and City of Tigard, annexations, and to respond to the voter decision on the construction of the Oregon new library as well as county -wide funding of the WCCLS levy. With so many uncertainties, City departments have all reduced expenditures, devel- oped greater controls, and are carefully monitoring the need for those Budget positions which are based on growth as well as dedicated funds. Message During the past year, the City has taken measures which are focused on stretching our assets. Prime examples of this are the audit of PGE franchise fees suggested and led by our Finance Director, Craig Prosser. The effort has increased our collections of franchise fees while assuring that franchise fee payments in the future will be properly assigned. In addition, our Prop- erty Management Division made a series of energy efficiency improve- ments to reduce our costs. The,design of the new library as a "green build- ing" and the proposed improvements to HVAC included in the budget will further the commitment to cost reductions. The City is also evaluating all • City fees and charges to ensure that cost of service is assessed, wherever possible, to the users of services. In addition, the Network Services Divi- sion assessed our telephone needs and expansion capability. Through careful study and investigation, the Division made a recommendation for a change in telephone system and service resulting in better service and significant cost savings. . My FY 2002- 03.Budget Proposal was constructed to address these issues and to position the City to deal with issues we see emerging over the next five years. The budget proposal for FY 2002 -03 has been designed to ensure the continued provision of quality services to the community. All City department heads were asked to budget in accordance with the Finan- cial Plan guidelines. 2002 =03 Budget Proposal The proposed operating budget of $26,864,535 represents an increase of 4.3% over the FY 2001 -02 Adopted Operating Budget. This low growth rate is possible because of continuing strong financial management by City staff. The proposed FY 2002 -03 budget calls for a net, decrease of .85 positions. The total - number of authorized positions (260.45) include 6 positions which will remain vacant unless City revenues increase beyond expected levels. Staffing increases and decreases proposed in the budget are as follows: Finance - a decreaseof 1.0; Library — a decreaseof .05; Police — a decrease of .5; and Public Works — an increase of .7. These position changes are discussed more fully below. The FY 2002 -03 continues a computer system reserve first created in FY 2000- 01. The City follows a,replacement schedule for smaller computer equipment but major computer system replacements have been funded on an as- needed, as- available basis.. The City is planning on replacing the existing finance computer system in FY 2003 -04 with a combined Finance/Human Resources jll� - system. The total cost of this replacement will be known until the City conducts a review of its business processes this year The reserve currently holds $250,000. The FY 2002 -03 budget adds another $125,000 to this reserve. 312 - Following is a description of the budget proposal for each department. These • City of Tigard; :proposals are designed to continue quality services while addressing the City's . Oregon significant financial issues. • City Administration Budget Information dissemination and improved communication with Tigard citizens Message continues to be a high priority for the Department. Besides the monthly Cityscape newsletter, the Department is using the Community Connectors ' program, City web page, and' cable television broadcasts. Each of these pro- . grams will continue to be used and improved as all departments do more to provide information to the public in a complete, concise, and understandable manner. The budget of the Department is proposed to increase 3.9 %. Staffing is con- stant, though one position in Network Services will be held vacant. City Attorney In the past; City Attorney costs were billed directly to City departments. The • City Attorney program unit was used only for those costs which could not be • directly attributed' to : a specific City department or program.. By doing this, the City able to charge City Attorney costs 'directly to those programs that used the services. ,The,:downside of this process, however, was that it made it diffi- cult to identify the full cost the City Attorney. Beginning in FY 2002 -03, • City Attorney costs will all be charged to the City Attorney program. These costs will then be allocated out to the appropriate City fund via the City's cost allocation program. This unit now also includes money to pay the City's labor attorneyto help in collective bargaining issues. This money used to be bud- 'geted Mthe Human Resources Division.' In FY 2002 -03, the City Attorney budget is up 24.3% from the FY 2001 -02 amount. Community Development The Community Development Department is key to managing growth the .. City of Tigard and making sure that as we grow we are developing the type of community we want. This Department must also respond quickly to changes in building trends and development activity., The workload of the Department has been affected by the recent recession, but is anticipated to pickup with the recovery of the local economy. The budget for this Department is down 3.4% from last year. Engineering The‘Engineering Department continues to design`and contract for improve- ments to streets, bridges, sanitary sewers, storm drainage, and parks. A major • issue for the City of Tigard continues to be the limited funding for transporta- tion-related 'capital improvement projects This limited funding, particularly in the Gas Tax Fund, is forcing the Department to'shift its focus away from �i�,� ,�,�i��,17:7-1-t ii� ' ,,� general street improvements to those areas where funding. exists `— major arteri- als. The Department is developing a proposal for a street utility fee, which will be presented to the City Council early this summer. This budget does not 313 contain any funds from this proposed fee. The FY 2002 -03 budget for the City of Tigard, Engineering Department is nearly constant with only a .4% increase. Staffing is Oregon constant, though one position will be held vacant pending an improvement in the City's revenue picture. Budget Finance Message The FY 2002 -03 budget for the department is down by 1.4% and staffing is down by 1.0 FTE. Last year's budget included one position to handle the anticipated workload from the start of a Photo Radar speed enforcement pro- gram. That program was not implemented, however, so this position is no longer needed. The Finance Department provides support to the efforts of other City depart- ments and is responsible for collecting City revenues and overseeing City finances. In FY 2001 -02, the Finance Department led a successful audit of PGE franchise fees by 24 cities which recovered $3.3 million for participating cities and $310,746 for the City of Tigard. The FY 2002-03 includes funds to continue this successful program. In addition, if Tigard voters approve the $13 million General Obligation Library bond, the Finance. Department will work hard structure the bond sale to get the best interest rate for the City. Library The FY 2002 -03 budget for the Library is up 4.2 %. There is a minor decrease in staffing levels. The staffing decrease reflects the completion of the work of a limited term position added mid -year FY 2001 -02. During the past year, the Library added four hours of service each week in response to Library user demand for Friday night services. Until the May 21, 2002, bond measure results are known;,plans for, expansion of service, staff; and collection will not be known. In addition, WCCLS funding of Library, services will be before voters of Washington County in November 2002. While the May and Novem- ber 2002 election results will not improve and enlarge Library services in the coming budget year, they will:help set the course of Library service in Tigard for years to 'come.,Efforts of key Library staff will be.,devoted to activities related to the measures, primarily planning and preparing for the appropriate and efficient use of City resources. ,Police The FY 2002 -03 budget for the Police Department reflects a 2.3% increase from the FY 2001 -02 Adopted Budget. The budget also reflects a reduction in staffing' of .5 FTE, resulting from:the decision not to implement Photo Radar speed enforcement at this . time.' Four of the positions authorized for the Depart- ment will;be held vacant pending an increase in City revenues. The FY 2002- 03 budget also includes a substantial increase in Tigard's share of the cost of the Portland - Police Data System. This system provides a common database and records system for all police agencies within the Portland metropolitan area. i � ira � r 'N��ry� p N�tl4�j � �'�� • 314 • Public Works • • City of .Tigard, Oregon The FY. 2002 -03 budget for the department is up 8.2% from the FY 2001 -02 - budget. Staffing: levels are up by .7 FTE. The Department is scheduled to add half of a position in the Parks and Grounds Division to maintain additional park facilities brought on line in FY 2001 -02. The remaining .2 FTE increase results Budget from the continued phase -in of the Public Works'Department reorganization' Mes authorized in FY 2001 -02. A major cause of the increase in the Public Works budget is the increased cost of water purchased from the City of Portland for Tigard's water system. Capital Improvements The FY 2002-03 Proposed Budget also includes $17,846,506 for Capital Improvement Projects (CIP). The CIP includes projects designed to improve, expand, or perform major maintenance of the City's infrastructure: roads, water and sewer facilities, buildings, and parks and:grounds. - .. Debt Service . The City issued General Obligation Bonds in 1984 for the construction of the Civic, Center. These bonds mature in 2003. FY 2002 -03 will see the final payment on these bonds. The FY 2002 -03 includes; however, debt service for a new General .Obligation bond to build a new library. This bond measure will be voted on by Tigard citizens in May 2002. If voters do not approve this measure, these funds will be removed from the FY 2002 -03 budget. The balance, of debt - service is related to local improvement districts and will be repaid by assessments from participating property owners. Funds Governments account for their activities in discrete financial units called funds.' In our-continuing effort to improve our financial. management practices, the City of Tigard has been reviewing its fund structure. In FY 2002 -03, the City will be phasing out several unneeded funds., The S tate Gas Tax Fund and the • County Gas Tax Fund will:be merged into a Gas. Tax Fund. The Park Levy- ' Improvement: Fund, the Tree Replacement Fund the Metro Green_ spaces Fund, the'Parks - .SDC Fund and the Parks CIP Fund -will be merged into the Parks" Capital Fund. These changes will not only simplify and improve the City's financial structure and accounting, but it will also improve management of the City's Capital Improvement Program. Performance Measures - The City has been working hard to clearly identify goals and results desired and to measure our progress towards achieving those goals. To that end, the City has been developing a performance measurement system over the past several years. Performance measurement has two aspects: workload and, effectiveness. The City has included workload measures in its budget for several years. These /i�r��ilr,� ( measures report on historical and projected changes in our workload. They tell _L14 the reader how much we are doing.. They do not tell how.well we are doing it. -167 In FY 2001 -02, we added 'effectiveness measures to our budget. These mea- 315 • sures are designed to tell Tigard citizens how well we are doing our job. FY City of Tigard, 2002 -03 marks the second year that Tigard has included effectiveness measures • • Oregon in its. budget. These measures help us to gauge our progress in meeting the goals set for us by the City Council and the citizens of Tigard. Awards Budget Message , The City continues to participate in the Government Finance Officers Associa- tion Awards Programs for Financial Reports and Budgets. The City has applied for the Certificate of Achievement for Excellence in Financial Reporting for the year ending June 30, 2001. The City also received the Distinguished Budget Presentation award for the FY 2001 -02 Budget. The City will continue to • produce quality financial documents that meet the requirements of both of these programs. Conclusion The. City. of Tigard Proposed Budget has been thoughtfully prepared to address areas of growth and to fall within the guidelines of the Financial Plan. Approval of the budget as proposed ensures the continued provision of quality services to the public. While conservative, the budget reflects the concern brought in by our economy, local conditions, and the demands for service resulting from our continued` growth. I would like to'thank the City Council for continued support throughout this budget process. - and' the citizen members of the Budget Committee for taking • their time to be involved in this important civic endeavor. I also want to thank all department heads and their staff for their sincere efforts at producing a budget that will provide the best value to the citizens of Tigard. • Respectfully submitted, • William A. Monahan City Manager • • • AL • • 316 • . = , Adopted Budget: The budget amended and approved by the Budget Committee City of Tigard, becomes the, adopted budget after City Council takes action on it. The adopted budget - Oregon becomes effective July L Ad Valorem Tax: A tax based on value,.such as a property tax. Glossar of,. - Budget Related Appropriations: Legal authorization granted by the City Council to spend public Terms funds. Appropriations within each program may not be exceeded. Approved Budget: The proposed budget as amended and approved by the Budget Committee recommended to the City Council for adoption is referred to as the Approved Budget. .. Assets: Property owned by the City which has monetary value. BAN: Abbreviation for Bond Anticipation Note. BAN?s are a form of short term • borrowing in anticipation of a future sale of long term :bonds. BAN's are frequently used to _finance construction of local improvement district improvements and are • retired by eventual sale of Bancroft bonds or collection of special assessments from benefited property owners. Bancroft Section of Oregon Law that allows benefited property owners within an LID- to:pay their assessments in installments. This is made possible by the sale of long term' "Bancroft" bonds, proceeds of which are used to pay LID costs. Principal and . interest on Bancroft. Bonds are paid by assessments received from property owners within an LID, though these bonds also carry,the full faith and credit guarantee of the City Bond: A writtenpromise to pay a specified sum of money (called the face value or principal amoun at a specified date ,or dates in the future (called the maturity date(s)) • . ' together wi periodic interest a t a specified rate. Budget: A plan of financial operation embodying an estimate of adopted revenue and expenditures for a given year. The budget contains the legal.spending limit for City activities. . Budget Calendar: Schedule of key dates or milestones followed by City departments in the preparation, review, and administration of the budget. • Budget Message: Opening: section of the budget' which provides the City Council and ' public with a general summary of the most important aspects of the budget, changes from current and previous fiscal years, and views and recommendations of the City Manager. . Capital Improvement Projects (CIP): Expenditures which result in the acquisition of land, improvements to existing facilities, and construction of Streets, sewers, storm drains; park facilities, and other public facilities. . . . . Capital Improvements Program: Long - range plan for City facilities and infrastructure. , ' Capital Outlays: Expenditures equal to or greater. than $5,000, for equipment, �i\ vehicles, or machinery that results in the acquisition or addition to fixed assets. �y��iry�i��1'1 . 317 ` Clean Water Services: A county-wide agency formerly named the Unified Sewerage City of Tigard, Agency (USA). Clean Water Services owns all major sewage and storm water Oregon collectors and owns and operates all sewage treatment plants within Washington County. The agency establishes sewer rates and contracts with most cities to collect monthly charges from residents and perform most sewer maintenance and repair • Glossary of facilities within city limits. " Budget Related CIT (Citizen Involvement Team): A committee of citizens who debate and discuss Terms neighborhood issues and other citywide topics to provide citizen input to the City Council. Citizen facilitators are trained by the City. CIT's set their own agendas and are supported. by City staff. Contingency: Appropriation established in certain funds for the funding of unforeseen events. Contingency may be appropriated for a specific purpose by the City Council by approval of a resolution. Debt Service: Interest and principal on outstanding bonds due and payable during the fiscal year. Due from other Funds: An asset account used to indicate amounts owed to a particular fund by another fund for goods sold or services rendered. This account includes, only Short-term obligations on open accounts, not interfund loans. • Employee Benefits: Benefits include social security, retirement, group health, dental and life insurance, workers' compensation, and disability insurance. Enterprise Funds: Governmental activities that can be operated most like a • . commercial business are referred to as enterprise activities and are accounted for in enterprise funds. Tigard's enterprise activities include sewer, storm drainage, and water utilities. Expenditures are matched with revenue from service charges to ensure the program is self - supporting. .Expenditure: Actual payment made by City check or wire transfer for services or • • goods received, or obligations extinguished. Fees: General term used for any charge levied by local government in connection with providing a•service, permitting an activity or imposing a fine or penalty. Major types of fees include building permits, business and non - business taxes, fines, and user charges. • • Fiscal Year: Period used for accounting year. The City of Tigard has a fiscal year of July 1 through the following June 30. FTE: Abbreviation for Full Time Equivalent. Staffing .. levels are measured in FTE's to give a consistent comparison from year to year. In most cases, an FTE is one full time position filled for the entire year, however, in some instances an FTE ma y consist of several part time positions. • Franchise: A special privilege granted by a government, permitting the continued use • of public property, such.as city streets, and usually involving the elements of monopoly and regulation. Fund: A fiscal and accounting unit with a self - balancing set of accounts in which cash ��"�� "l1ll • and other financial resources, liabilities, equities, and changes therein are recorded to carry on specific activities and/or objectives. • • 318 • - • _ Fund Balance:' Amount left over after expenditures are subtracted from resources. . City of Tigard, • 'Each fund begins and ends each fiscal year with a fund balance Oregon, General Fund: The. primary discretionary fund of the City, which accounts for • ' general - purpose revenues (such as property tax) and general - purpose operations. Glossary of Generally Accepted Accounting Principles (GAAP): Uniform minimum standards . • Budget :Related and guidelines for financial accounting and reporting: They govern the form and • ,Terms content of the financial statements of an entity. ' - '- ' Intergovernmental Revenues: Revenue from other governments, primarily Federal • and State grantsand State shared revenues, but also payments from other local ' . • governments. - LID: Abbreviation for Local Improvement District. An LID is an entity formed by a ' • group of property owners or the City to construct' public improvements (such as streets, sewers, storm drains, streetlights, etc.) to benefit. properties: Costs of such, improvements are then assessed among benefited properties. • • •Measure 5: A. constitutional lirriit on property tax rates passed by voters 'in the State of Oregon in November 1990.. This provision sets•a max_ i mum $10 tax rate on _ • • individual properties for the, aggregate of all non - school taxing jurisdictions. Schools' . • • maximum rate is limited to $5.. , • • Measure 47: A Constitutional limit on individual property tax collections approved , byvotersin November 1 this measure was repealed and replaced by Measure 50 before it took effect. , _ Measure 50: Passed by voters in'May 1997, this legislatively referred measure .repealed Measure 47,- and.significantly reduced future property taxes. The measure - rolled back: assessed value on individual property to 1995 -96 value, less 10 %- It - • reduced 1997 -98 City levy authority by an average of. 17% and then converted it to a . rate to be'applied:to assessed value in all future years- Assessed value growth was ' - limited to 3% per year The measure reinstated, Measure 47 limits on fees and charges • . and on majority turnout election.requirements- - , ' o: T ve Metro: only directly elected regional gom on- ment'in the nation. Metro is r. responsible foregional' transportation 'and,land.use.planning: It also manages the . Oregon Zoo, the Oregon Convention Center, the Portland Center for the Performing Arts, and the Exposition Center- Metro is also responsible for regional solid waste disposal. • • Modified Accrual Basis: The accrual basis of accounting adapted to.the governmental . fund -type measurement focus. Under it, revenues and other financial resource • • increments (e.g., bond issue proceeds, property taxes,,special "assessments) are . recognized when they become both measureable and available to .finance expenditures of .the current period. • , , ' Niche: A name. given to a renovated City facility that houses Human Resources, Network Services and Risk Management. Niche stand's for "New Improved city Hall Environment ". g/N6f Object Classification: Indicates type of expenditure being made, i -e., personal . o Gm N�ry�pNl�l°� �' I ' services, materials and services, capital outlay, etc. 319 . , Operating Budget: That portion of the budget that includes appropriations for direct City of Tigard, services to the public, including wages and benefits, materials and services, and Oregon capital equipment. Excluded from the operating budget are capital improvement projects, debt service requirements, transfers, contingency, and reserves. Glossary of ODOT: Abbreviation for Oregon. Department of Transportation. Budget Related Permanent Tax Rate: The dollar - per - thousand figure used to calculate property tax Terms revenues. Under Measure 50, all tax bases in Oregon were converted to a permanent tax rate. This rate, when applied to assessed value of property within a jurisdiction, • produces the property tax revenues used to support general city operations. Tigard's Permanent Tax Rate is $2.5131 per $1,000. Personal Services: Compensation to City employees in the form of salaries, wages, and employee benefits. - • Program Budget: A budget wherein expenditures are based primarily on programs of work and secondarily on character, classification, and performance. Programs within • the City of Tigard's adopted budget include Community Services, Public Works, Community Development, Policy & Administration, and General Government. Proposed Budget: City budget developed by the City Manager and submitted to the Budget Committee for their deliberation. Reserved Fund Balance: Those portions of fund balance that are not appropriable for expenditure or that are legally segregated for a specific future use. SDC: Abbreviation for Systems Development Charges paid by developers and builders to fund expansion of infrastructure necessary due to increased usage. Such charges are collected for sewers, storm drains, streets, and parks. SWM: Abbreviation for Storm & Surface WaterManagement. The program is closely affiliated with' Clean Water Services (formerly USA) and performs the same functions for the storm sewer system throughout the County. Special Assessment: ,A charge made against certain properties to defray all or part of the cost of a specific capital improvement or service deemed to benefit primarily those properties. • • Special Revenue Fund: A fund used to account for the proceeds of specific revenue sources that are legally restricted to expenditure for specified purposes. • Tax Base: Oregon law used to allow cities within the State, with voter approval, to establish a dollar amount of property tax that could be levied on property within, the • City. Once established, a tax base was allowed to increase by 6 %o each year without • further voter approval.' All tax bases in the State were eliminated by Measure 50 and replaced with permanent tax rates:. - • TIF: Abbreviation for Traffic Impact Fee. These are revenues from a County instituted fee on development and was;approved'by voters in 1989: Funds are used for highway and transit, capital improvements, which provide additional capacity to major • transportation'.systems and recovery,of costs of administering the program. The City • . began collecting this fee outside the City limits under the Urban Services program. "� "'j'�h01 h • 320 • • ' Urban Service Area: 'The. a rea of unincorporated Washington County' within the City , City of Tigard, ' of Tigard's area of interest, but outside Tigard City limits. The'City and the•County • ' . • ` , ' Oregon " . entered into an,agreement in which the City will provide development services to the • , area Tigard collects all fees and charges from such development and uses the funds to pay for the related costs of that service. "The Urban Services area is shown on the - •. Glo s sary.of map at the end of the budget document. • • Budget Related WCCLS: Abbreviation' for Washington County-Cooperative Library Association. All . Terms. libraries within Washington County are partially funded through a County-wide serial levy. Funds are distributed twice each fiscal year in accordance with a formula that takes into account circulation, open hours, and collection development. 99W: Major state highway running through Tigard and connecting the City with • Interstate 5 and Highway 217. Also referred to as Pacific Highway West. - • • { • • 321 • Citizen Involvement Teams City of Tigard, Oregon Effective July 1, 1994, neighborhood groups referred to as Citizen Involvement Teams (CIT's) were established. The CIT's serve as organized forums for identifying public concerns and issues. The focus may be on parks, solid waste Advisory or any other issue as determined by members. Participation in the Citizen Committee Involvement Teams is open to all interested persons and are headed by citizen facilitators.. The City is responsible for providing technical assistance to the CIT's and provides a liaison to meet, with the facilitators at least three times a year. - A uniform agreement between the City and each CIT outlines the pur- pose, membership, meetings, voting, responsibilities and selection of the facilitators, agendas, and responsibilities of the City. Budget Committee • The Budget Committee is established by Oregon Local Budget Law. The Committee consists of the -four elected Council members, the Mayor, and five members from the community appointed by the City Council for three year terms. The Committee is responsible for deliberating on the Proposed Budget submitted by the City Manager and for sending the Approved Budget to the City Council for adoption. The Committee must also approve tax levies. Original Term Members Appointment Expires Benner, Mike Citizen Jan-99 Jun-02 , Burgess, George Citizen Oct -87 Jun -04 Dirksen, Craig Councilor Jan-01 Dec -04 Griffith,. Jim. Mayor Apr -01 Dec -02 Moore, Brian Councilor Jan-96 Dec -04 Moszer, Irene Citizen Feb -01 Jun -03 Patton, Joyce E. Councilor Jan-99 Dec -02 Scheckla, Ken Councilor Jun -94 Dec -02 Sherwood, Sydney Citizen Feb -01 Jun -04 Zuffrea, Greg Citizen Aug -00 Jun -03 Intergovernmental Water Board The Intergovernmental Water Board consists 'of five members and was estab- lished through an intergovernmental agreement between the cities of Tigard, Durham, and King City, and the Tigard Water. District. Each jurisdiction is represented by one member and one member is appointed at large. The purpose of the Board is to make recommendations to the Tigard City Council on water issues and to carry out other responsibilities set forth in the agreement Original Term Members Appointment Expires Carroll,, Patrick Durham Jan-97 Dec -03 Drangsholt, Jan_ King City Jan-95 Dec -03 /H�,irNiil Ti' Joyce Tigard • Jan -00 . . Dec-02 ^� = Penner, Norman Tigard Water Dist. Aug -00 Dec -02. Scheiderich, Bill At -Large Jan-94. Dec -03 322 r , • • ' . B. . • . Library Board - : Tigard, - . - . • Oregon The. Library Board consists of seven citizen members appointed by. the City -_ - , - , • Council to serve four year,terms. • The Board advises the City Manager and City Advisory Council on matters related to Library operations. ' Committee Origi Term , :. Members Appointment . , . Expires . Braun, Ann Jul -99 Jun -03 • Chapman, David Jun -98 • Jun -04 Diamond, Marvin Jul -00. Jun -03 Johnson, Gary Jul -01 Jun -05 .• • Kasson, Sue May-97 Jun -05 . Lawton, Jeffrey (alternate) Jul -01 • • Jun -03 ' _ Smith, Jane . _ Apr -00 Jun -02 Thenell, Jan, :Jul-01, Jun -05 ' ' Planning Commission • The Planning Commission consists of nine citizen members, appointed by the City Council "to.serve four year term's. ::The Commission's responsibilities' include assisting the City Council to develop, maintain, update, and implement - . • • . , ; ' . ' the City Comprehensive Plan; to formulate the City Capital Improvements Program; and to review and take: action.on development projects and Develop- ment Code provisions delegated to. the Commission. • Original Term Members Appointment Expires Anderso • n, .Judith.' Sep -95 _ Dec -03 Bienerth, Jodie Dec -01 Dec -05, E Buehner,,Gretchen . - Dec =01 Dec -05. • Mores,`Darrel Glenn • Dec =98 Dec -04 . • . Munro, Judy Jan=01 Dec -04 - Padgett, Mark . Sep -95 Dec-03 - • Scolar, Shel . Dec =94 `- • Dec -02 Sutton, Scot •. Jaii41 , . Dec -02 Webb, Eileen Dec -01 Dec -05 Wolch, Tom (alternate) Dec =01 Dee -03 4. ' 323 • Tree Board City of Tigard, Oregon The Tree Board was established by City Council resolution. The Board con - sists of up to seven members, who are appointed by the City Council for two or Advisory four year terms. The role of the Board is to act as a voice for Tigard citizens Committee regarding urban forestry issues. The Tree Board is active in participating in numerous aspects of the Urban Forestry program such as reviewing tree-plant- ing, maintenance, and removal requirements, assisting in developing and updating a street tree inventory, creating an Urban Forestry Management Plan, and working with the City Forester in selecting tree species for plantings on public property. Original .Term Members Appointment Expires Anderson, Judith Apr -01 Dec-02 Cory, David Apr -01 Apr -05 Gaston, Brooks (alternate) Nov -01 Jun -03 Gorsline, Jan Apr -01 Apr -03 Johnson, Bret Nov -01 Apr -03 Solar, Shel Apr -01 Dec -02 Tinnin, Bob Apr -01 Apr -05 • • 324 . . ' , . ' . • Budget Actual Actual Adopted Proposed Approved Adopted ' ' city of Tigard, • Unit Program 1999/00 2000/01 2001/02 2002/03 2002/03 2002/03 ' , Oregon . - Community Services , - - ' . Police . ' . Staffing 1 110 Police Administration 3.00 3.00 3.00 3.00 3.00 3'.00 SUI111Y1a)ry 1120 Police Operations 44.00 46.50 47.50 47.00 47.00 47.00 1130 Police Support Services 25:00 26:83 25.00 25:00 25.00 25.00 _' Total Police 72.00 76.33 . 75.50 75 :00 75.00 • 75.00 • Library • 1410 • Library Administration 2.50 2.70 3.20 2.95 2.95 2.95 1420 Library Readers' Services 9.60 10 :60 10.10 10.30 10.30. ` .10.30 1430 Library Technical Services :. 6.50 6.60 5.20 5.20 , 5.20 . 5.20 . • ` 1440 Library Circulation 11.10 11.10' 1220 ' 12.20 12.20. 12.20 _• Total Library 29.70 31.00' 30; 3 70 65 30.65 30 :65 Total Community Services 101.70. 10733 106.20' 105.65 105.65 105.65 Public Works' - • • 2110. P Works Administratio - 6 :00 6 .' 6.50 • 7.00 '7.00 7.00 2120 Sanitary, Sewer , ' • 7.00 7.00 6:93 6.95 6.95 • 6.95 ,2130 Storm' Sewer _ 7.00 7.00. • - 6.92 6.95 6.95 6.95 . 2140 Streets. Maintenance ; 11 :50 1.1.50 9.35 9.20 9.20 9.20 2150 Fleet Maintenance 3:00 3.00 3.22. 3.10 3.10 3.10 • ' 2160. Property • , 3 :00 3,00 3.38 3.25 , 3.25 3.25 ' ' , 2170' Water 17.00 17.00 17 :95 ' 18.00. 18.00 18.00 .1600 Parks and Grounds . 9:50 9.50 9.75 10.25 10.25 10.25 . Total Public Works 64.00, 64.00 64.00 64.70 . 64.70 64:70 • • Development Services , • '. '2210 Community Dev. Administration 9.00 ' .3.00 3:00 3.00 .3.00 3.00 . ' ' • • 2220 Building Insp 13.50' 12.50 13.50 13.50 • 13.50 13.50 2230 'Current,Planning.- ' 6.50 9 :00• 9.00 9 :00 9.00 9.00 . ' . 2240 Long'Range Planning 4:00 4.00 • 5.00. 5.00 5.00 5.00 ,' 2250 .Engineering 1550 15.50. • 16.00 16.00 16.00. 16:00 Total Development Services .. 48.50' 44.00' 46 :50 : 46.50 46: .46.50 , Policy &.Administration • • 3120 City 'Management 5.50 5.80 5 • 5.80 5.80 5.80 • 3130 Human. Resources 3.50 3 - ' 4:00 • : 4.00 4.00, . 4 :00 , 3140 Network Services 4.50 4.50. ' 8:00 . 8.00 8.00 8.00 • 3150 Risk Management 2.00 2.00 • ' ' 2 :00 '2.00 , ' - -2.00 2.00 3210 Finance . 1.00 .2.00 .3.00 3.00. 3.00 3.00 . 3230 Financial Operations 10.00 10.75 10 :80 ' 10.8,0 10.80 10.80 . 3320 Office Services 4.00 4.00 4.00 4.00 4.00 4.00 3330 Records 3.00 3,00 3.00 3.00 3.00 3.00 ' - 3340 ' Municipal Court 3.00 4:00 :' 4.00 3.00 3.00 3.00 Total Policy & Administration 36.50 39.55 44.60 43.60 43.60 43.60 - Total All Programs ' , 250.70 254.88' 26130 • , 260.45 260.45 260.45 - . 325 • Range Category Classification Title Pay Range City of Tigard, Oregon 32 M3 Confidential Administrative Spec. I Hourly 11.36 - 15.23 (City Administration) Monthly 1,970 - 2,640 • • • Annually 23,635 - 31,683 Management! 38 M3 Confidential Administrative Spec. II Hourly 13.18 - 17.66 Professional Monthly 2,285 - 3,062 Group Salary Annually 27,423 - 36,738 Schedule 41 M3 Human Resources Assistant Hourly 14.19 - 19.02 Monthly 2,460 - 3,298 Annually 29,522 - 39,570 44 M3 . Volunteer Coordinator Hourly 15.32 - 20.52 M3 Library Technical Services Coordinator Monthly 2,655 - 3,557 M3 Micro Computer Support Tech Annually 31,857, - 42,688 M3. Confidential Executive Assistant 45 M3 Executive Assistant to City Administration Hourly 15.70 - 21.05 M2 Circulation Supervisor Monthly 2,722 - 3,649 M3 Risk Technician Annually • 32,665 - 43,793 . 46 M3 Police Records Supervisor Hourly 16.12 - 21.59 M3 Assistant Planner Monthly 2,793 - 3,743 M3 Program Assistant Annually 33,522 - 44,911 • 47 M3 Buyer Hourly 16.53 - 22.15 Monthly 2,866 - 3,840 Annually 34,391 - 46,078 50 M2 Readers Services Specialist Hourly 17.82 - 23.88 Monthly 3,088 - 4,140 • Annually 37,061 - 49,680 • 51 M3 Budget & Financial Reporting Analyst Hourly 18.29 - 24.50 Monthly 3,170 - 4,247 Annually 38,042 - 50,959 52 M3 Associate Planner Hourly 18.75 - 25.13 M3 • Technical Services Specialist Monthly 3,250 - 4,355 M3 - Fleet& Facilities Coordinator Annually 38,999 - 52,263 . 53 M3 Human R esources Analyst • Hourly 19.23 - 25.77 . Monthly 3,333 - 4,467 ' Annually 39;992 - 53,605 54 M3 Wastewater Operations Supervisor Hourly 19.75 - ' 26.46 M3 Water Operations Supervisor Monthly 3,423 '- 4,586 . . M3 Grounds Supervisor - Annually • 41,073 - 55,033 M3 Streets. Supervisor • , 55 M2 City Recorder • Hourly 20.22 - 27.12 M3 Senior Budget & Financial Reporting - Analyst • Monthly 3,506 - 4,701 Annually 42,067 - 56,412 56 M3 Senior Accountant Hourly 20.76 - 27.81 Senior Planner Monthly 3,598 - 4,821 Annually 43,172 - 57,852 57 M2 Senior Human Resources Analyst Hourly 21.28 - 28.51 ^ / /Hi , ,,/�j � ��I Monthly 3,689 - 4,942 ' Annually 44,265 - 59,306 326 • ' Range Category Classification Title Pay Range • ' City •of Tigard, . 'Oregon g 58 M2 Project.Engineer Hourly 21.84 - 29.26 , 'M2 Administrative Services Manager Monthly 3,785 - ' 5,073 ' ' M2 Library Division Manager Annually 45,420 - • 60,870 Management/ . . • 59 Plans Examination Supervisor Hourly 22.39 - 30.00 ' Profes Monthly , 3,880 - 5,200 . Group Salary . Annually 46,563 - 62,398 • Schedule 60 M2 _ Senior Management Analyst/Risk Hourly 22.96 - 30.77 M2 Inspection Supervisor . Monthly 3,980 - 5,333 M3 Web Administrator Annually • 47,755 -' 64,000 61 M2 Planning Manager • Hourly 23.54 - 31.56 M2 Financial Operations Manager Monthly 4,081 - 5,470- ' 'M2 Property Division Manager Annually 48,972 , - • 65,640 • M2 Utility Division. Manager . . • M2 Parks & Facilities Diiv,ision'.Manager . • • - 100 M3 - . Police Sergeant -Hourly 24.23 - 3247 - , ' Monthly 4,200 - 5,628 . Annually 50,400 , - 67,536 • • , , : - • 64 M2 Engineering Manager Hourly 25.41 - 4 34.06 ' Monthly 4,405 - 5,904 ' 'Annually, 52,860, - 70,844 • = 66 M2 Assistant to the' City Manager . Hourly 26,74 - 35.83 . . M2 Building. Official : • Monthly 4,635 - 6,210 Annually : 55,617 - 74,520 , 68 M2 Human Resources Director Hourly 28:12 - 37.68. - , M2 Network Director Monthly 4,874 - 6,531 • . Annually 58,486, - 78,370 105 M2 • Police Lieutenant Hourly 27.91 - 37.41 ' - Monthly ' 4,837 - 6,484 . Annually 58,044 •. 77,808 ' . 70 M1 , Library Director Hourly 29:58, - 39.63 ; • - M1 Director of Finance Monthly ' 5,126 - ' 6,869 • ' M1_ • City Engineer °'Annually , 61,516 -. 82,432 108 M2 Police Captain • • , Hourly 29.84 - 40.00 • Monthly 5,173 - 6,933 . Annually - • ' 62,076 - 83,196 , 72 M1 Public Works Director Hourly, 31:12 - 41.69 ' M1 Community Development Director ' Monthly • '5,393 - 7,226 • Annually., 64,721 = 86,716 • • - 112 M1 Police Chief , • Hourly . : 32.82 - 44:00 Monthly 5,689 - 7,626 :Annually , 68,268 - 91,512 - 1 ,/80,11I6\ l • ' 32 Classification Title Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 City of Tigard, Oregon 450 Police Records Specialist Monthly 2,455 2,578 2,707 2,843 2,983 3,132 Detective Secretary Hourly 14.16 14.87 15.62 16.40 17.21 18.07 - Annually 29,460 30,936 32,484 34,116 35,796 37,584 Tigard Police 454 Property /Evidence Clerk Monthly 2,717 2,852 2,995 3,146 3,303 3,468 Officers Assoc. Senior Records Clerk Hourly 15.68 16.45 17.28 18.15 19.06 20.01 Community Service Officer Annually 32,604 34,224 35,940 37,752 39,636 41,616 Salary Schedule 350 Police Officer Monthly 3,393 3,482 3,664 3,856 4,060 4,263 Hourly 19.58 20.09 21.14 22.25 23.42 24.59 Annually 40,716 41,784 43,968 46,272 , 48,720 51,156 • • • • //NlM!l-h'lll40 t • 414' l l! • • 328 • - ■ Range :Classification : Step 1 , Step .,2 ' Step 3,, `Step .4 Step 5, Step 6 - Step:7 • - .City of Tigard � . •. ,. " :- p. -. - • . Y .• . ; • 200. Administrative. Specialist l Monthly' 1,930 - - - 2,026 2,128: • '2,235 _ 2,347 . 2,461 - 2,583 . ' - - •:. Oregon . Hourly , ` - ' 11.13 '11.69 12.28 12.89- 13.54 14:20 14.90 . Annually .. 23,160 '24;312 6 ' 25,536' '26,820 • 28,164 • 29,532 - 30,996 201 Accounting •Assistant I • ' - Monthly 1,979 - , 2,076 2,181 2,289 2,404 2,524 _ 2,652 . ' 6 'Oregon Public - Building Maint. Techi • Hourly 6 11.42 11.98. 12.58 - 13.21 - 13.87 -_ 14.56 . _ 15 :30 - EmplOyeeS _ _ Annually 23,748 24,912 26,172 27,468 28,848 30,288 .31,824 Union Salary 202 Utility Worker . I - Monthly 2,028 • 2,130 2,237 2,349 2,466 2,590 2,719_ Schedule Hourly 11.70 12.29 ', 12.91 13.55.. 14.23 14.94 15.69 • Annually 24,336 25,560 • - 26;844: 28,188 29 ;592 31,080 32,628 204 Library Assistant 6 Monthly 2,129 • 2,236 2,347 2,464 2,588 2,717 2,852 Hourly 12.28 .12.90 13.54 14.22 14.93 15.68 ' 16.45 ' Annually . 25,548 . 26,832 •28,164 29,568 31,056 32,604 34,224 206 Administrative Specialist 11 Monthly " 2,244 ' 2,357. 2,476 2,599 2,729 2,866 - 3,008 " ' PBX Operator Hourly 12.95. - .13.60 14.28 . 14.99 15:74 16.53 17.35 Microcomputer Support Asst. Annually 26,928 - 28 ;284 29,712 31,188 32,748 34,392 36,096 1 , 207 Accounting Assistant ll Monthly 2,302 , 2,417 2,537. 2,664 2,797 2,937 3,084 . • ' ' Hourly • 13.28 - 13.94 • , 14.64 15.37 16.14 16.94 17.79 Annually 27;624 _ , • 29,004, , 30,444 31,968 - 33,564 35,244 ' 37,008 208 Senior Library Assistant Monthly 2,356 . 2,474 2,598. 2,728 2,865 3,008 3,158 - - Hourly 13.59 14.27 ; . - 14.99: 15.74 16.53 17.35 18 :22 Annually- 28,272. - - 29,688 - 31 ;176 32,736 34,380 36,096. . 37,896 209 Engineering Technician I - • Monthly . 2,423 2,544 - 6 2,670 - 2,805 2,945 3,092' 3,247 ' Building Maintenance Tech 11 _ - Hourly , 13.98 1'4.68 15.40 - 16.18` 16.99 17.84 18.73 ` Maintenance Services Tech.= . Annually, 29,076 - 30,528 .32;040 33,660 - 35,340 37,104 38,964 • 210 Sr: Admin- Specialist - Monthly 2,485 2,609 2,741 • 2,877 3,022 3,170 3,330 Information,Pr'ocessing Tech. Hourly 14.34 15.05 15.81- , 16.60 - 17.43 18.29 19.21 ' Code Compliance Specialist Annually 29,820 31,308 32,892 34,524 36;264 38,040 • 39,960 - -Utility Worker' II - • 21.1 Senior Accounting Assistant Monthly . 2,549 , 2,675 , 2,810 ' 2,950 3,098 _ 3,252 3,416 . Hourly 14.71 15.43 • - 16.21 . 17.02 , 17.87 . • 18.76 19.71 • - Annually 30,588 -32,100 33,720- ' 35,400 37,17.6 39,024 40,992 // N i ��r�l l � dl ��ll�� r ) Ih`I ?7+' _-a - • • • Range Classification Title Step 1 Step 2 Step 3 ' Step 4 Step 5 Step 6 -Step 7 City of Tigard, • 213 Mechanic Monthly 2,680 2,815 2,956 3,103 3,257 3,422 3,592 Oregon Water Works Inspector Hourly 15.46 16.24 17.05 17.90 18.79 19.74 20.72 Water Qual.Prog Coordinator Annually 32,160 33,780 35,472 37,236 39,084 41,064 43,104 Urban Forester ' . Oregon Public Network Assistant - , Permit Specialist • Employees Permits Coordinator • UIIlOII Sala]C Permit Technician - .Planning /Engineerin y , P erm i t Technician - Building Schedule - 214 Senior Utility Worker Monthly 2,747 2,885 3,028 3,180 3,339 3,506 3,680 • • ' •Hourly 15.85 16.64 17.47 18.35 19.26 20.23 21.23 . Annually 32,964. 34,620 36,336 38,160 40,068 42,072 44,160 215 Engineering Technician 11 Monthly 2,821 2,962 3,111 3,265 3,428 3,601 3,779 ' Inspector I Hourly 16.28 17.09 17.95 18.84 19.78 20.78 21.80 • Librarian - Annually 33,852 35,544 37,332 39,180 41,136. 43,212 45,348 219 Senior Engineering Technician Monthly • 3,120. 3,277 3,439 3,612 3,793 3,983 4,182 W Network Technician Hourly 18.00 18.91 19.84 20:84 21.88 22.98 24.13 c Annually 37,440 39,324 41,268 43,344 45,516 47,796 50,184. • 220', Plans Examiner ' Monthly 3,203 . -3,364 3,530 ' 3,706 3,891 4,087 4,289 • Hourly 18.48 19.41 20.37 21.38 ' 22.45 23.58 24.74 • - Annually - 38,436 40,368 42,360 44,472 46,692 49,044 51,468 ' 221 Inspector II Monthly 3,284 3,450 3,620 3,801 3,991 4,191 4,401 Hourly 18.95 19.90 20.88 21.93 .23.03 24.18 25.39 - Annually 39,408 41,400 43,440 45,612 47,892 50,292 .52,812 • 223 Engin. /Survey Specialist Monthly 3,454 3,625 3,806 3,998. 4,197 4,407 4,626 Senior Network Technician Hourly '19.93 20.91 21.96 23.07 24.21 25.43 26.69 _ Annually 41,448 43,500 45,672 47,976 50,364 52,884 55,512 224 Senior Plans Examiner Monthly 3,542 3,718 3,905 4,100 - 4,306 4,520 4,745 Hourly 20.43 21.45 22.53 - 23.65 24.84 26.08 27.38 • - Annually 42,504 44,616 46,860 .49,200 51,672 54,240 56,940 • 225 Senior Inspector Monthly 3,632 3,814 4,004 - 4,203 4,414 4,636 4,868 Hourly 20.95 22.00 23.10 - 24.25 25.47 - 26.75 28.08 / /H� �p1/019l 01i 1 la� Annually 43,584 45,768 48,048 • 50,436 52,968 55,632 58,416 0 0,4 _,...\ go City of Tigard, Oregon It? y ,1 \ 9 AYL•R'S or - F'RRY , 01 13125 SW Hall Blvd Tigard, OR 97223 ,l; Washington e��, MINIM 1 • �' City of Tigard PHONE: (503) 639 -4171 WEB: http: / /www.cl.tigard.or.us squ Mall are iitti,tl. ^ . 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