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City of Tigard Budget - FY 1996-1997 • • • • CITY OF TIGARD, OREGON • 1996/97 • • Adopted Budget • • • a • • • k' f • • • • • • OF# s a y • m • ul UNP • • • • • • i Pictures on the Budget cover were submitted by Diane Jelderks and Wayne • Lowry. They depict the 1996 Tigard Festival of Balloons. The Festival is a City • of Portland Rose Festival sanctioned event that was taken over by the City of Tigard several years ago. • The much expanded event is held at Tigard's Cook Park nestled along the Tualatin river. The 1996 Festival included concerts, Night Glow activities, a • Carnival, and of course the Balloon race itself. i The event lasts for three days and this year involved over 40 balloons, the largest such event in the Festivals history. The event is held in June each year • and has become a source of Community pride in Tigard and is well attended by • many in the Tigard area. • • • • • • • • • • • • • • • • i • • • • • • • • • • • • • • • • • • • • • • • • • • ~I • I • City of Tigard, Oregon • • • • 1996/97 Adopted Budget • • • • • • Budget Committee • Suzanne Beardsley Mayor James Nicoli • George Burgess Councilor Ken Scheckla Craig Dirksen Councilor Brian Moore • Deborah Hinton Councilor Paul Hunt • Joyce E. Patton Councilor Bob Rohlf • • • • City Staff • • City Administrator William A. Monahan • Public Works Director Ed Wegner • Library Director Kathy Davis • Chief of Police Ron Goodpaster Interim City Engineer Greg Berry • Director of Finance Wayne Lowry • City Recorder Cathy Wheatey • Community Development Director James Hendryx Human Resources Director Sandry Zodrow ` Risk Manager/Management Analyst Loreen Mills City Attorney O'Donnel, Ramis, Crew Corrigan • & Bachrach • • • • • • • • • Printed on Recycled Paper • • • . • • . • • GOVERNMENT FINANCE OFFICERS ASSOCIATION • • Distinguished • Budget Presentation • • Award • PRESENTED TO • City of Tigard, • • Oregon • • • For the Fiscal Year Beginning • July 1, 1995 • President Executive Director • • • . • • • • The Government Finance Officers Association of the United States and Canada (GFOA) presented an award for Distinguished Budget • Presentation to the City of Tigard for its annual budget for the fiscal year beginning July 1, 1995. • In order to receive this award, a governmental 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 communications medium. The award is valid for period of one year only. We believe our current • budget continues to conform to program requirements and we are submitting it to GFOA to determine its eligibility for another award. • • • • • City of Tigard, Oregon 1996/97 Budget Message Honorable Mayor Nicoli, members of the Tigard City Council and Citizen members of the budget committee, I . hereby submit for your consideration, the 1996/97 fiscal year budget for the City of Tigard. Introduction The City of Tigard continues to experience strong growth in population and in development in both the residential and commercial sectors. This growth has been steady since 1990. In response to the continued growth in the demand for services, the City considered an increase in the property tax base to provide additional funding for services in response to the increasing demands. 1996/97 is the first year in the current five year financial plan designed to provide the citizens of Tigard with consistent quality services through the year 2001. the plan was established in the fall of 1994 and approved by the budget committee and the City Council. A tax base measure was presented to the voters and was approved in November 1994. The measure increased the authorized tax base by $1,700,000 with an estimated tax rate impact of $.62 per thousand dollars of assessed value. This was the fourth tax base measure approved by the voters since 1980. With the approval of the tax base, the City began to implement additions in staff and equipment in the 1995/96 budget. The 1996/97 budget proposal continues to the implementation of the original plan for both Library and Police services and also strengthens several other areas of City operations. The City of Tigard has a firm financial foundation with the passage of the tax base. In addition, other revenue • sources continue to perform well including franchise fees and development related fees and charges. In fact, our • current financial plan updated with this proposed budget shows an ending balance in the general fund in excess of that anticipated in the original plan. This can be attributed in part to increases in planning fees approved by the Council in May 1996, an increase in WCCLS library funding, and an increase in the collection rate of property taxes. . 1996/97 Budget Initiatives Customer Service A major thrust of the budget proposal is to address customer service issues in several areas of City operations. Providing an acceptable level of customer service is considered one of the greatest priorities in this budget. We believe that one of the reasons the City of Tigard has enjoyed the support of the community over the years has . been it's committment to customer service. Due to the growth experienced by Tigard, we feel it is important to • make sure that adequate resources are directed to those areas with the greatest and most critical interaction with citizens. The 1996/97 budget includes the addition of three positions to the Police Department, and one position to the Library. The growth experenced by Tigard has also impacted the development services areas of Community Development, Building Inspection and Engineering. The budget. includes the addition of two positions at the Community Development front counter, the addition of a Plans Examiner to deal with the overwhelming increase in the volume of development activity, and the addition of an Engineering Tech position to help with the processing of private development applications. With all of these increases in workload we are also proposing to add two other positions to be shared by four departments in clerical support areas such as Records, Administration, Human Resources, and Risk Management. ~ i r Computerization ~ The City converted from a main frame computer system to a network system in 1989. Since that time, technology has changed rapidly and the sophistication of equipment has increased dramatically as the cost has declined. The City hired a new Network Systems manager and added a network technician last year in response to the rapid changes in automation and the increasing need for more computer system support. The 1996/97 budget includes continued upgrade of a number of workstations and other related equipment. Also included are software purchases in Municipal Court, Police and other areas. The City intends to continue in the Pentium based network platform using Microsoft Office Professional as the standard package with Windows. Dedicated funds Another major initiative for this budget year is the transfer of all building activity to a dedicated Building fund. All costs related to the building inspection and permit issuance and review process have been isolated into the Building fund as well all related revenues. This will allow the management of the building function to be on a costs of service basis and will eliminate any subsidy of the activity by the General fund. A projection of the newly established Building fund in the five year plan indicates that revenues will not be adequate to support current inspection and plan review activities in future years and that revenue enhancements will need to be considered in the near future. The budget continues the Electrical Inspection program that was established in late 1994/95. This program continues to be accounted for and budgeted in a separate dedicated fund which is required by state law. Electrical inspection and permit activity has exceeded expectations in 1995/96 and is therefore estimated at a higher level in . this budget. Facilities This past year, staff has at the direction of Council, examined a variety of space issues. The City Hall, Police and Library facilities were constructed in 1985 and have not been expanded since that time. Service demands and staff • requirements have continued to increase leaving the current facilities inadequate in some areas for the efficient operation of City business and the provision of adequate customer service. During last years budget process, the issue of space was addressed by the budget committee by creating a Facility fund and contributing $100,000 to it from the General fund. The proceeds from the sale of the old City Hall last year were also placed in this fund. The budget includes an additional contribution from the General fund in the • amount of $135,000. The total appropriation in this fund is proposed to be $349,700. The Police Chief has submitted plans to begin a three phase improvement to the Police department in 1996/97 that will provide adequate facilities for the next 20 years. Phase one will cost an estimated $335,000. The Washington County Cooperative Library System is currently working on a proposal for the March 1997 ballot that would provide capital funding to participating braries over a five year period for facility expansions. At present, • the City of Tigard's share of the funds is schedu'ec to be $3,800,000 and would be available over a two year period beginning in 1998. A relocation of the current L E, to a new expanded facility is currently envisioned which would free current library space for other City functions At this time, the Council has noted its preferer 'o relocate the Library. Suitable adjacent property is available, however, it is likely that no commitment will be rr;:ce until the outcome of the March 1997 measure is known. • The budget includes $112,000 for a major repair to the City Hall roof. The roof has been leaking on and off for several years and this year became more serious due to the extreme weather experienced in the area. This project will add 20 years to the life of the roof and will be completed by June 1997. ii r Cook park, which is one of Tigard's two community parks, is located along the Tualatin River. The City and several Community sports leagues are working on a joint project to greatly expand the Park and its use. The project includes the purchase of surrounding undeveloped land, improvements to parking and the addition of playfields for baseball, football and soccer. Most of the City's cost of the project will be funded through Park System Development charges. The budget includes funds for a Cook Park master plan design and $88,000 to extend the Unified Sewerage Agency recycled water line to the park for irrigation purposes and to size the line to meet the expanded uses envisoned for the Park. Disasters r The City experienced two major storm events including the wind storm of December 12 and the floods in February 1996. The City was able to respond to the wind storm using existing resources. Work included removal of trees in the right of way and traffic enforcement. The wind storm was finally declared a disaster eligible for federal assistance. The Floods of 1996 were also declared a disaster by the President making the damage sustained by the City eligible for federal assistance. The City had twelve damage assessment reports approved by FEMA with eligible reimbursable costs estimated at $175,000. The clean up effort will continue into 1996/97 and a FEMA Reimbursement fund has been established to appropriate adequate funds for both of these events. Prior to both of these events, the City had made a commitment to training key employees in the Incident . Command System (ICS). Such training will continue throughout the next fiscal year so that Tigard can provide adequate emergency response to its citizens in such situations. The training received in 1995 served us well during the storm and floods as our personnel performed extremely well under pressure. Water Service The City of Tigard merged with the Tigard Water District several years ago through an intergovernmental agreement with the District and the City's of Durham and King City. The agreement calls for the dedication of the share of the assets of each entity to the City of Tigard who is charged with the responsibility of managing the water function. The City has been pursuing an agreement with the City of Lake Oswego for a partnership in the production of water however it now appears that such an agreement will be unlikely. Tigard continues in discussions with other S Cities and Districts to secure a water source and treatment plant for Willamette River water in the Wilsonville area. • As these discussions progress, the City continues to buy water wholesale from Lake Oswego, Portland and Tualatin Valley Water District. Discussions are underway to secure water purchases at favorable rates. The budget includes the construction of a new reservoir on Bull Mountain at the 410 foot pressure zone. The estimated cost of the facility is $3,000,000. Funds are appropriated in the Water SDC fund and in the Water CIP • reserve fund. A water study was completed in the spring of 1996 which suggested that water rates at their current levels will provide sufficient funds to operate the water system for the next five years The Study recommended doing away with the minimum charge for the first 8 units of water and replacing that structure with a service charge to cover the cost of billing and then charging a modified consumption rate for all water used during the period. This structure will encourage conservation and will be considered by the Council this fall for implementation in January. • The study also recommended an increase in the water System Development Charge which will be presented to the Council in the Fall of 1996. ~ iii Ca ip tal Equipment The budget includes capital equipment expenditures of $873,265. This represents an increase of $78,571 over last year. The majority of the increase is due to the proposed replacement of the Aquatech Jet Rodder in the Public . Works Department. This equipment is being replaced due to its age and condition. The replacement equipment contemplated in the budget is a much larger and more versatile piece of equipment that will be used for both flushing and vacuuming sanitary and storm sewer facilities. The estimated cost of the combination sewer cleaner is $175,000 which will be split between the Sanitary Sewer and the Storm Sewer budget units. • Additional equipment includes the usual replacement of Police patrol cars, a new CD ROM tower for the Library for periodicals, two generators to facilitate the continuation of water pumping capabilities in the absence of normal power 4a and continued replacement and updating of the Computer system servers and workstations. ' The Library proposal includes a $24,345 self check out system. This equipment will allow Library users to check out materials using scanning technology without the assistance of Library Staff. The Library expects up to 25% of Library checkouts to be transacted with this equipment, which will reduce the number of staff to be added in the future to deal with growing use of the Library. • Staff Training 1 believe the periodic training of staff should be a high priority. Adequate training opportunities for staff are necessary to keep them up to date in technology, customer service, management and supervision and in many areas of . technical expertise. Well trained staff increases the value of services provided to the citizens. Training is a significant cost to the City and one that is managed very closely. In the past, the Budget Committee has discussed an overall limit on total training and travel of 1.5% to 1.8% of Wages and benefits. This proposal includes total travel and training of $219,545 which is 2% of wages and benefits. • The 1996/97 training budget includes two significant changes from the prior year. $17,800 has been included in the Human Resources budget for City wide supervisors comprehensive training. This type of training has not been done for several years and we feel that due to the many changing standards in the workplace, such training is very i important and timely. In addition, a new budget unit has been established in the City Administration program known as Visioning. This budget covers the costs of embarking on an eighteen month long citizen process to determine the direction of Tigard in the next several years. This budget includes $3,000 in the training and travel category. With the exception of these two additions, travel and training would be at the 1.8% limit. • Budget summary The total budget proposal for 1996/97 is $41,725,528. The operating budget which accounts for all personnel and related operating costs is $18,590,984. This represents a 7.3% increase over the previous year. Debt service totals • $6,299,095 and Capital improvements amount to an estimated $15,515,450. To provide for unforeseen events, $1,320,000 in contingencies have been allocated in various funds. 1 believe that the budget is consistent with the goals of the Council set in March 1996. This budget has been • constructed to ensure that the priority of customer service be given adequate resources and that the plan put into place with the election in 1994 is carried out. 1 want to thank the Mayor and City Council for their direction and support as we move through this process. I also want to thank the Citizen members of the budget committee for the time they have spent ensuring that we are managing taxpayers funds to their greatest benefit. Thanks also go to the department directors and city employees for providing the foundation for this budget. Res ubmitte il' Monahan, ity dministrator r iv • • CITY OF TIGARD, OREGON • • 1996/97 ADOPTED BUDGET • TABLE OF CONTENTS Page No • BUDGET INFORMATION r Readers Guide to the City of Tigard Budget Document 1 • Budget Process 2 • City Information 4 Organizational Structure 5 Fiscal Policies 5 Property Tax Summary 8 Tax Base History 9 Assessed Valuation 10 • Program Budget Matrix 11 • Combined Statement of Revenues, Expenditures and Changes in Fund Balance 14 Combined Statement of Revenues, Expenditures and Changes in Fund Balance-Special Revenue 15 Combined Statement of Revenues, Expenditures and Changes in Retained Earnings-Enterprise 16 Comprehensive Long Term Financial Plan 17 • General Fund - Five Year Plan Projection Summary 18 r Projection of Ending Fund Balance 14 • • FUND REVENUE Revenue Summary - All Funds 20 General Fund 22 Enterprise Funds 26 • Sanitary Sewer Fund 27 • Storm Sewer Fund 28 Water Fund 29 Special Revenue Funds 30 • Criminal Forfeiture Fund 32 • State Gas Tax Fund 32 County Gas Tax Fund 33 Water Quality/Quantity Fund 33 Traffic Impact Fee 34 * Underground Utility Fund 35 Water SDC Fund 35 Parks SDC Fund 36 Electrical Inspection Fund 36 • Building Fund 37 FEMA Disaster Fund 38 • Debt Service Funds 39 • General Obligation Debt Service Fund 41 Bancroft Bond Debt Service 42, + Certificates Of Participation 43 Escrow 37 Capital Projects Funds 44 Special Assessment CIP Fund 45 Road Bond Improvement Fund 45 Park Levy CIP Fund 46 Library Expansion Improvement Fund 46 • • v • • CITY OF TIGARD, OREGON • • 1996/97 ADOPTED BUDGET • • TABLE OF CONTENTS • Page No • Bull Mountain Road Improvement Fund 47 Water Capital Improvement Fund 47 • Facility Fund 48 Metro Greenspace Fund 48 • • • PROGRAM EXPENDITURES Program Budget Organization 49 Expenditure Summary - All Programs 52 • Operating Budget Expenditure History 53 • Community Services Program (1000) 55 • Police 56 Library 63 • Social Services 72 Park Maintenance 73 Public Works (2100) 75 Administration 76 • Sanitary Sewer 78 • Storm Sewer 80 Streets 82 Shops Services 84 • Property Management 86 Water 88 Storm Cleanup 90 Development Services (2200) 92 • Community Development 93 Administration 94 • Building Inspection 96 • Current Planning 98 r~ Long Range Planning 100 • Engineering 102 • Street Lighting & Signals 104 • Policy and Administration Program (3000) 106 • Mayor & City Council/City Administration 107 • Mayor & City Council 109 • City Administration 111 . Human Resources 113 Visioning 115 • Risk Management 117 • Network Services 119. • Finance 121 Finance 122 Accounting 124 • Administrative Services 126 Office Services 127 Records 129 Municipal Court 131 General Government Program (4000) 133 • • • v ! CITY OF TIGARD, OREGON • ! 1996/97 ADOPTED BUDGET • TABLE OF CONTENTS • Pie No • • City Wide Support 135 « City Attorney 136 Debt Service Program (5000) 137 ! General Obligation Bonds 140 • Bancroft Improvement Bonds 141 Capital Project Program (6000) 142 • Summary of General Capital Improvements 144 Five Year Capital Improvement Plan 145 • Contingency/Reserves Program (7000) 148 APPENDIX • Council Goals 149 Glossary 156 • Advisory Committees 159 Staffing Summary 161 Management Salary Schedule 162 ! Police Officers Association Salary Schedule 164 • Public Employee Union Salary Schedule 165 Schedule of Capital Equipment 166 City Map 173 • Organization Chart 174 • • • ! • ! • • • • • ! • r i (This page intentionally left blank) V 1 1 1 1 1 1 1 1 1 I i I I M ~T~QN ET ►NF~R Bvo~ 1996/97 Adopted Budget City of Tigard, Oregon Readers Guide to the City of Tigard Budget Document The budget document describes how the City of Tigard's government plans to meet the needs of the community and • is a resource for citizens interested in learning more about the operation of their City government. The City of Tigard's budget document is divided into four major sections as outlined below: Budget Information The Budget Information section describes the program budget matrix and process and details budget policies established by City Council and the Budget Committee. Also included are graphs and tables detailing the history of property tax rates and levies and financial statements for the • various funds showing projected ending fund balances. The accounts of the City are organized on the basis of funds and account groups, each of which is considered to be a separate accounting entity. The operations of each fund are accounted for by providing a separate set of self-balancing accounts, which comprise its assets, liabilities, fund S equity, revenues and expenditures which are segregated for the purpose of carrying on specific • activities or attaining certain objectives. The City utilizes the modified accrual basis of accounting, • for governmental fund types, and the accrual basis of accounting, for proprietary fund types, for both financial reporting 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. w Under the accrual basis of accounting, revenues are recorded at the time they are earned and expenses are recorded at the time liabilities are incurred. S The basis of accounting described above are in accordance with generally accepted accounting S principles. S Fund Revenue The fund revenue source section provides summary and detail information about each fund and revenue source. A • Program Expenditures • The Program Expenditures section includes an organizational chart of City Government, adopted • appropriations and explanatory material for each budget unit within each department. Program goals and objectives, as well as performance measures, are provided for each budget unit with summaries for each program. A oendix The Appendix section contains a variety of other budget related information to assist the reader's • understanding, such as salary schedules, staffing summary and glossary of terms used in the budget. Also included, is a schedule of capital equipment and a listing of Board and committee members. 01 1996/97 Adopted Budget ~ City of Tigard, Oregon 1996/97 Budget Process The Budget Process followed in the preparation of this budget complies with local budget law established by the State of Oregon. The process and calendar of events leading up to adoption of this budget are as follows: January * Department managers begin assembling budget requests for review by the Finance Director. February * Requested budgets for each budget unit are submitted to the Finance Director along with supporting documentation. * Finance Director prepares revenue estimates for coming year. • March * Balanced requested budget is submitted to the City Administrator. Budget negotiations between Department Directors, City Administrator and Finance Director take place. * City Administrator proposed budget is submitted to the Budget Committee for deliberation. Several public meetings are held, after which, the proposed budget as amended is approved by the Budget Committee. • April/May * The approved budget is available for public review once the document has been submitted to the budget committee. 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 becomes effective. w r Oregon local budget law allows public input and participation throughout the process. All Budget Committee meetings are open to the public and are advertised as such. Advertisement of the public hearing prior to City Council adoption includes a summary of the budget as approved by the Budget Committee. The adopted budget submitted to the Budget Committee in May and the approved budget submitted to the City Council in June are available to the public prior to such meetings. Budget Amendment Procedures Oregon local budget law sets forth procedures to be followed to amend the budget as events occur after budget adoption. The type of events determine the procedures to be followed. The adopted budget appropriates certain funds for contingencies- in each fund to be used at the discretion of the governing body. Contingencies in each fund can only be appropriated for specific unforeseen events by approval of a resolution by City Council. Specific appropriations of contingencies may include funding for service level policy changes, unforeseen catastrophic events or redirection of resources. 02 w • • • • • 1996/97 Adopted Budget • • • Local budget law provides that certain other budget changes may be made by the governing body without budget • committee action. Such changes include: • * Award of a grant for a specific purpose. • * Refunds of prior expenditures. • * Voter approved bond sales. • * Expenditure of special assessments. • * Expenditure of insurance proceeds. • • Most other budget changes after budget adoption require a supplemental budget. A supplemental budget can be • acted on by City Council at a regularly scheduled meeting. If, however, the supplemental budget includes any • changes greater than 10% in any fund, the supplemental budget must be published prior to the meeting. If, at least • ten taxpayers request, in writing, within ten days of the notice, the Council must refer the supplemental budget to the t Budget Committee prior to consideration and action. • The Council typically considers a supplemental budget each year in January to recognize audited beginning, July 1, • fund balances and any changes in revenue expectations. The Council also considers additional appropriations to deal • with unexpected events. • • • THE BUDGET CYCLE w AsseMb • Budget • 1~eeuests • Sibmil Requests • to Finance Director • P W; s • Fa#« • i en • gas' • E Wews • PrOpWed • Budget tcs Committee • He • • Iffecf p • JANUARY FEBRUARY MARCH APRIL MAY JUNE JLY • • • • • • • 03 • • 1996/97 Adopted Budget City of Tigard, Oregon City Information The City of Tigard is located in eastern Washington County just twelve miles southwest of Portland, Oregon. Tigard • was incorporated in 1961 with a population of 1,084 and has been one of the fastest growing cities in Washington County. Tigard is the twelfth largest city in the State with a current population of approximately 35,000. Tigard's proximity to the Portland Metropolitan area provides its citizens with many diverse employment opportunities. Over 74,000 jobs are located within a ten minute drive from Tigard. The unemployment rate in the Portland Metropolitan area was approximately 5.9 percent as of April 1995, compared to the national average of 7.0 percent. The top ten employers in the Portland Metropolitan area as of January 19, 1996 Number of Employees (Full and Part Time) 1. Intel 8,000 2. Fred Meyer 7,803 3. Kaiser Permanente 6,071 4. Providence Health System 5,785 w 5. U.S. Bancorp 4,895 6. Legacy Health System 4,791 r 7. Freightliner Corp. 4,789 8. Tektronix 4,600 9. First Interstate Bank 4,083 10. Nike, Inc. 3,300 • Source: The Business Journal - January 19, 1996 04 1996/97 Adopted Budget City of Tigard, Oregon Organizational Structure The City of Tigard is governed by an elected mayor and four council members who comprise the City Council. The City's Charter establishes the Council/Mayor form of government. Each member of the City Council is elected 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 Administrator, administrative head of the City government. The City Administrator 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. City services provided are as follows: ` 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 Water • Fiscal Policies The City of Tigard has an important responsibility to its citizens to carefully account for public funds, manage municipal finances wisely, and plan adequate funding of services and facilities desired and needed by the public. Our purpose in establishing a formal set of fiscal policies is to ensure that the public's trust is upheld. With such fiscal ` policies, the City will be establishing the framework under which it will conduct its fiscal affairs, ensuring that it is and • will continue to be capable of funding and providing outstanding local government services. The goals of Tigard's fiscal policies are as follows: • To enhance City Council's policy-making ability by providing accurate information on program and operating costs. To assist sound management of the City government by providing accurate and timely information on current and anticipated financial conditions. ' To provide sound principles to guide important decisions of the Council and management which have significant fiscal impact. ` To set forth operational principles which minimize the cost and financial risk of local govemment consistent with services desired by the public. ` To employ revenue policies which prevent undue or unbalanced reliance on any one source, distribute the cost of municipal services fairly and provide adequate funds to operate desired programs. 05 1996/97 Adopted Budget Objectives of Fiscal Policies (cont'd) ` To provide and maintain essential public facilities, utilities, infrastructure, and capital equipment. ' To protect and enhance the City's credit rating. ` To insure that all surplus cash is prudently invested in accordance with the investment policy adopted by the Council to protect City funds and realize a reasonable rate of return. Revenue Policy ' A diversified and stable reveneue system will be maintained to shelter the fovernment from 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 Administrator. ' All City funds shall be safely invested to provide a sufficient level of liquidity to meet cash flow needs and to provide the maximun yield possible in that order. One hundred percent of all idle cash will be continuously invested. • Operating Budget Policy i Regular reports comparing actual to budgeted expenditures will be prepared by the Finance Department and be distributed to the City Administrator. 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 Presentation from the Government Finance Officers Association (GFOA). 40 06 0 ft 1996/97 Adopted Budget Capital Improvement Policy Systems development charges (SDC's) 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. 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 Government Finance Officer's 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 • improvements. 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 e thorough analysis. The accounting system will provide monthly information about cash position and investment ' performance. 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. Bond Anticipation Notes will be used as needed to finance construction of local improvements. Reserve Policy • 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 operating budget of the City. These funds will be used to avoid cash-flow interruptions, generate interest income, reduce need for short-term borrowing, and assist in maintaining an investment grade bond rating capacity. 07 1996197 Adopted Budget ~ City of Tigard, Oregon ~ Property Tax Summary Actual Actual Adopted Proposed Adopted . 1993/94 1994/95 1995/96 Tax Information 1996/97 1996/97 . Property Taxes 4,025,039 4,267,990 4,526,835 General Fund Tax Base 6,499,186 6,499,186 • 350,000 350,000 0 Parks Serial Levy 0 0 • 1,598,647 1,547,196 1,439,395 GO Debt Service 1,418,654 1,418,654 • 0 111,863 108,203 Water Debt Service 0 0 5,973,686 6,277,049 6,074,433 Total Tax Levied 7,917,840 7,917,840 Assessed Values • 2,009,784,217 2,175,661,079 2,458,738,549 Beginning 2,735,213,090 2,735,213,090 64,991,722 172,077,470 194,974,541 Est Market Value Increase 118,817,047 118,817,047 100,000,000 109,000,000 80,000,000 Est New Construction 100,000,000 100,000,000 . 885,140 2,000,000 1,500,000 Annexations 1,816,000 1,816,000 2,175,661,079 2,458,738,549 2,735,213,090 Total Assessed Value 2,955,846,137 2,955,846,137 Tax Rates/$1,000 A/V 1.85 1.74 1.66 General Fund Tax Base 2.20 2.20 • 0.16 0.14 0.00 Parks Serial Levy 0.00 0.00 • 0.73 0.63 0.53 GO Debt Service 0.48 0.48 . 0.00 0.05 0.04 Water Debt Service 0.00 0.00 2.75 2.55 2.22 Total Estimated Tax Rate 2.68 2.68 Est Tax per Household • ($120,000 Avg Home) • 222.00 208.30 198.60 General Fund Tax Base 263.85 263.85 19.30 17.08 0.00 Parks Serial Levy 0.00 0.00 88.17 75.51 63.15 GO Debt Service 57.59 57.59 0.00 5.46 4.75 Water Debt Service 0.00 0.00 • Total Estimated • 329.48 306.35 266.50 Tax per Household 321.44 321.44 08 1 1 1 1 1 1996/97 Adopted Budget 1 City of Tigard, Oregon ' Tax Base History Property taxes are the largest source of revenue in the General Fund, accounting for nearly 57% of ` current revenues. The tax base can only be increased in three ways: 1. Tax base is allowed by statute to grow at a rate of six percent per year with budget committee approval. ' 2. Annexation of unincorporated area. Prior year tax rates are applied to the assessed value of annexed area(s) to arrive at increase. 3. Voters may elect to increase tax base. Such ballot measures can only be voted on at general elections in even numbered years. The City's tax base history is shown below: Property Tax Levy 7,000,000 6,000,000 / 5,000,000 M~ ; E 4,000,000 I / 7 • 7 ~ i - //i// ~ k Gib / v;.z , 3,000,000/,' 2,000,000 / 0 91/92 92/93 93194 94/95 95/96 96/97 ` Fiscal Year Data presented in graph on • Tax base increases have occurred since 1961 as follows: property tax levies as follows: S Amount of Fiscal Tax Year Increase Year Levy 1981 Voter approved 328,000 91/92 3,580,449 • 1986 Voter approved 861,000 92/93 3,795,275 1987 Annexation 280,000 93/94 4,025,039 1988 Annexation 66,000 94/95 4,267,990 1991 Voter approved 860,000 95/96 4,526,835 1996 Voter approved 1,700,000 96/97 6,499,186 09 i 1996/97 Adopted Budget ~ City of Tigard, Oregon • Assessed Valuation Assessed values of properties in the City are determined by the Washington County Assessor at the beginning of each fiscal year. Taken into consideration are increases in assessed value due to market conditions and value of new construction. Oregon's property tax system is based on dollars levied and not tax rates, therefore increased values have the effect of lowering property tax rates, not changing the amount of taxes that can be levied. Assessed valuations for the past five fiscal years are presented below: Assessed Values 3,000,000,000 2,500,000,000 2,000,000,000 r i 1,500,000,000 1,000,000,000 - % > Ys j _ 500,000,000 ~ - ~ 0 92/93 93/94 94/95 95/96 96197 E Fiscal Year ` Fiscal Assessed Year Value 92/93 2,009,784,217 93/94 2,175,661,079 94/95 2,458,738,549 95/96 2,735,213,090 96/97 2,955,846,137 10 1996/97 Adopted Budget City of Tigard, Oregon Program Budget Matrix The centerpiece of the Tigard budget for many years has been the Program Budget Matrix. The Matrix is a spreadsheet that bridges the gap between revenue sources and program budgets. The Matrix is a tool that has been used to numerically describe the relationship between funds and individual budget units which make up the • major departments and programs that constitute City Services. The City's budget process estimates revenues by fund and projects expenditures by program. The Matrix therefore establishes the link between budget unit activities and sources of revenues funding those activities. The Program Budget Matrix, shown on the following pages, is designed with individual budget units and program subtotals down the left hand column. Each fund is listed across the top of the page. The proportion of each budget units' funding support is shown in the appropriate funds' column. The total for budget units and programs is • shown in the far right column, and the total for each fund is shown on the total budget line in each column. Although technical in nature, the Matrix provides the reader with a capsulated version of the budget and a wealth of other information. The relationships are derived from historical and current work flow information. Tasks within each budget unit related to specific funding sources are estimated and the resulting proportion of costs are in effect . charged to the appropriate fund. The relationships between funds and activities are reviewed and revised each i year, as necessary. The Resolution to adopt the Budget for 1996/97 was adopted by the City Council on June 11, 1996, and was substantially presented and acted on in the form of the Program Budget Matrix. The City's Budget is therefore adopted on a program by fund basis, not by line item. This method of Budget Approval meets the requirements of Oregon's Local Budget law and offers flexibility in the management of City operations. The unappropriated balance in the General Fund is the balance necessary to fund General Fund operations until tax revenues are received in December. According to Oregon Local Budget Law, this amount cannot be appropriated in the fiscal year, therefore making it available for appropriation in future years. The City uses the balance as the core reserve in the City's 5-year financial plan. The balance of the budget document provides the details of both revenues by fund and appropriations by budget unit and by program. Each fund is discussed in the Revenue section along with the details of individual revenue sources. Each program is summarized in the Expenditures section and details related to each budget unit comprising each program are also included. The Program Budget Matrix is an excellent summary of the 1996/97 budget. Readers are encouraged to view the Matrix to get the big picture and then to proceed into the details of the budget document. r 0 0 0 11 • • • 1996197 Adopted Budget • • City Of Tigard, Oregon Program Budget Matrix • i • General Building Electrical Sanitary Storm Water Criminal State Gas County Traffic Budget Units Fund Fund Inspection Sewer Sewer Fund Forfeit Tax Gas Tax Imp Fee Police 5,108,065 5,000 • Library 1,326,713 • Social Services/Arts & Events 82,500 Parks Maintenance 449,380 • Total Community Services 6,966,658 0 0 0 0 0 5,000 0 0 0 Administration 45,887 45,887 45,887 45,887 45,887 Sanitary Sewer 438,410 • Storm Sewer 385,426 • Street Maintenance 55,682 420,009 107,979 Shops Services 64,979 7,249 659 9,226 6,590 28,733 14,367 • Property Management 163,912 4,203 10,507 10,507 10,507 10,507 • Water 3,332,044 Storm Clean up • Total Maintenance Services 274,778 11,452 659 504,030 504,092 3,417 171 0 490,770 107,979 0 • Administration 224,069 140,592 61,509 4,394 4,394 4,394 Building Inspection 560,669 124,411 Current Planning 287,057 6,173 6,173 9,260 • Advance Planning 297,292 Engineering 672,191 54,502 54,502 63,586 63,586 • Street Lighting 403,000 • Total Development Services 1,480,608 701,261 185,920 65,069 65,069 0 0 480,239 0 63,586 Mayor & City Council 57,137 6,530 1,632 10,883 8,707 13,060 8,707 2,177 • City Administration 235,628 4,152 1,038 41,520 33,216 49,824 41,520 8,304 • Human Resources 215,422 18,732 4,683 12,488 9,366 26,538 18,732 6,244 • Risk Management 185,248 19,000 4,750 19,000 12,667 50,666 19,000 6,333 Visioning 55,900 0 • Finance 33,417 3,819 955 25,461 25,461 25,461 10,184 2,546 Computer Systems 111,951 16,585 4,146 41,463 41,463 41,463 13,821 5,528 • Accounting 215,028 14,496 2,416 72,481 72,481 72,481 24,160 9,664 • Administrative Services 466,688 5,143 1,286 10,285 10,285 10,285 10,285 Total Policy & Admin 1,576,420 88,457 20,906 233,582 213,646 289,778 0 146,410 40,797 0 • Non Departmental 255,357 29,184 7,296 48,640 48,640 48,640 38,912 9,728 • Total Operating Budget 10,553,821 830,355 214,781 851,321 831,447 3,755,589 5,000 1,156,330 158,504 63,566 Debt Service General Capital Improvements 389,500 15,000 Capital improvements 1,500,000 1,827,000 740,100 778,000 2,300,000 • Contingency 300,000 50,000 20,000 200,000 75,000 300,000 50,000 150,000 • • Total Budget 11,243,321 880,355 234,781 2,551,321 2,733,447 4,795,689 5,000 1,999,330 158,504 2,513,586 • Total Revenue 14,713,350 923,920 283,031 4,582,276 2,781,081 9,135,647 43,000 1,999,330 166,826 2,585,480 • Projected EFB 1996/97 3,470,029 43,565 48,250 2,030,955 47,634 4,339,958 38,000 (0) 8,322 71,894 . Estimated 96/97 Revenues 11,337,850 823,920 220,600 1,511,100 1,678,450 4,186,780 26,000 1,645,000 151,500 1,331,150 • Projected 96/97 Beginning Balance 3,375,500 100,000 62.431 3,071,176 1,102,631 4,948,867 17,000 354,330 15,326 1,254 330 Adopted Total Revenue 14,713,350 923,920 283,031 4,582,276 2,781,081 9,135,647 43,000 1,999,330 166,826 2,585,480 • • • • • • • • • 12 • • r r Parka Water Water G/O Bond Bancroft Metro Facility Fame Disaster LID Underymd Water Park Levy Total SDC Quality SDC Debt Bond Debt Greenspace Fund Fund CIP Utility CIP Reserv Improv Expend • 5,113,065 1,326,713 • 82.500 449 380 • 0 0 0 0 0 0 0 0 0 0 0 0 6,971,658 . 229.435 • 438,410 385,426 . 583,670 131,803 • 210,144 3,332,044 • 170,250 170,250 0 0 0 0 0 0 0 170250 0 0 0 0 5,481,182 439,350 685,080 308,663 297292 908,366 . 403,000 0 0 0 0 0 0 0 0 0 0 0 0 3,041,751 108,832 • 415204 • 312206 316,663 • 55,900 • 127,303 276,423 483,209 • 514,257 . 0 0 0 0 0 0 0 0 0 0 0 0 2,609,997 . 486,396 0 0 0 0 0 0 0 170250 0 0 0 0 18,590,963 • 1,596,095 4,703,000 6,299,095 . 38.000 442,500 • 1,062,000 430,150 2,750,500 633,000 349,700 1,680,000 120,000 736,000 166,500 15,072,950 75,000 100,000 1,320,000 0 • 1,175,000 430,150 2,850,500 1,596,095 4,703,000 633,000 349,700 170,250 1,680,000 120,000 736,000 166,500 41,725,528 • _1,208150 430.150 2,850,500 1,596,095 4,917,000 633,000 349,700 170,250 1,680,000 120,000 736,000 166,500 52,071,286 . 33,150 0 0 0 214,000 0 0 0 0 0 0 0 10,345,758 • 609,150 76,150 414,500 1,456,095 4,742,000 633,000 147,000 170250 80,000 15,000 35,000 8,500 31,298,995 599,000 354,000 2,436,000 140,000 175,000 0 202,700 1,600,000 105,000 701,000 158,000 20,772,291 1,208,150 430,150 2,850,500 1596,095 4,917000 633Dr0 349.700 170250 1680,000 120,000 736,000 166,500 52,071,286 • I • I • • • 13 r 1996/97 Adopted Budget City of Tigard Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance All Governmental Funds Estimated for Period ended June 30,1997 Total Memorandum Only Special Debt Capital Adopted Adopted General Revenue Service Projects 1996/97 1995/96 Taxes 6,439,200 1,416,095 4,500 7,859,795 5,844,943 • Other Agencies 1,999,950 3,126,100 5,126,050 3,614,420 Fees & Charges 713,000 713,000 2,450,510 Fines 280,000 1,697,320 1,977,320 315,600 Franchise Fees 1,662,300 1,662,300 1,561,200 Other Revenues 27,200 659,800 733,000 1,420,000 206,200 t Use of Money & Property 216,200 60,000 131,000 407,200 729,105 Assessments 400,000 400,000 353,304 + Total Revenues 11,337,850 5,483,220 1,876,095 868,500 19,565,665 15,075,282 Community Services 6,966,658 5,000 6,971,658 6,445,791 . Public Works 274,778 781,110 1,055,888 950,282 • Development Services 1,480,608 1,431,006 2,911,614 2,398,181 Policy & Administration 1,576,420 296,570 1,872,990 1,592,979 General Government 255,357 85,120 340,477 310,278 Capital Projects 389,500 7,493,649 3,530,200 11,413,349 7,828,394 f Debt Service 6,299,095 6,299,095 7,038,855 Total Expenditures 10,943,321 10,092,455 6,299,095 3,530,200 30,865,071 26,564,760 Proceeds from Bonds 4,322,000 4,322,000 3,080,000 0 Total Other Financing Sources 0 0 4,322,000 0 4,322,000 3,080,000 0 Revenue and other sources over (under) expenditures 394,529 (4,609,235) (101,000) (2,661,700) (6,977,406) (8,409,478) Contingency (300,000) (445,000) (745,000) (758,973) , Projected Fund Balances: July 1, 1996 3,375,500 5,297,417 315,000 2,661,700 11,649,617 11,274,902 • June 30,1997 3,470,029 243,182 214,000 0 3,927,211 2,106,451 14 1996/97 Adopted Budget City of Tigard Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balances Special Revenue Funds Estimated for Period ended June 30,1997 Total Memorandum Only Criminal State Gas County Traffic Streets Parks WaterQlty/ Building Electrical Underground FEMA Water Adopted Adopted Forfeit Tax Gas Tax Impact Fee SDC SDC Quantity Fund Inspection Utility Disaster SDC 1996/97 1995/96 Revenues: Other Agencies 1,595,000 150,000 1,210,850 170,250 3,126,100 1,845,820 Fines, Fees, & Charges 20,000 574,150 61,150 823,920 218,100 1,697,320 1,229,430 Other Revenues 26,000 30,000 1,500 120,300 35,000 15,000 2,500 15,000 414,500 659,800 526,685 Total Revenues 26,000 1,645,000 151,500 1,331,150 0 609,150 76,150 823,920 220,600 15,000 170,250 414,500 5,483,220 3,601,935 Community Services 5,000 5,000 37,000 Maintenance Services 490,770 107,979 11,452 659 170,250 781,110 683,906 Development Services 480,239 63,586 701,261 185,920 1,431,006 595,744 Policy & Administration 146,410 40,797 88,457 20,906 296,570 200,708 General Government 38,912 9,728 29,184 7,296 85,120 46,098 Capital Projects 792,999 2,300,000 1,100,000 430,150 120,000 2,750,500 7,493,649 5,995,294 Ul Total Expenditures 5,000 1,949,330 158,504 2,363,586 0 1,100,000 430,150 830,354 214,781 120,000 170,250 2,750,500 10,092,455 7,558,750 Revenue and other sources over (under) expenditures 21,000 (304,3,'+()l (7,004) (1,032,436) (490,850) (354,000) (6,434) 5,819 (105,000) 0 (2,336,000) (4,609,235) (3,956,815) Contingency (50,000) (150,000) (75,000) (50,000) (20,000) (100,000) (445,000) (458,973) Projected Fund Balance July 1, 1996 17,000 354,330 15,326 1,254,330 599,000 354,000 100,000 62,431 105,000 2,436,000 5,297,417 4,422,250 June 30, 1997 38,000 0 8,322 71,894 0 33,150 0 43,566 48,250 0 0 0 243,162 6,462 r 1996/97 Adopted Budget , City of Tigard, Oregon • Combined Statement of Revenues, Expenditures and Changes in Retained Earnings All Proprietary Fund Types Estimated for Period ended June 30,1997 Total Memorandum Only Sanitary Storm Adopted Adopted Sewer Sewer Water 1996/97 1995/96 Operating Revenues: Charges for Services 1,000,000 675,000 3,849,160 5,524,160 5,166,200 Other Fees 933,450 123,120 1,056,570 123,120 Total Operating Revenues 1,000,000 1,608,450 3,972,280 6,580,730 5,289,320 Operating Expenses: Maintenance Services 504,030 504,092 3,417,171 4,425,293 4,267,755 Development Services 65,069 65,069 130,138 176,665 Policy & Administration 233,582 213,646 289,778 737,006 797,952 General Government 48,640 48,640 48,640 145,920 126,673 Total Expenditures 851,321 831,447 3,755,589 5,438,357 5,369,045 Operating Income 148,679 777,003 216,691 1,142,373 (79,725) Non-Operating Revenue: Interest 150,000 70,000 200,000 420,000 240,000 Miscellaneous Revenue 14,500 14,500 18,490 , Connection Charges 361,100 361,100 781,780 • Total Non-Operating Revenue 511,100 70,000 214,500 795,600 1,040,270 Non-Operating Expenses - , Capital Improvements 1,500,000 1,827,000 740,100 4,067,100 4,192,422 • Total Non-Operating Expenses 1,500,000 1,827,000 740,100 4,067,100 4,192,422 Net Income (Loss) (840,221) (979,997) (308,909) (2,129,127) (3,231,877) f Contingency (200,000) (75,000) (300,000) (575,000) (595,500) Projected Retained Earnings: July 1, 1996 3,071,176 1,102,631 4,948,867 9,122,674 6,600,000 June 30,1997 2,030,955 47,634 4,339,958 6,418,547 2,772,623 16 • 1996/97 Adopted Budget ~ City of Tigard, Oregon Comprehensive Long Term Financial Plan r The Tigard City Council has had a goal for the past several years to develop a Comprehensive Long Term Financial Plan (CLTFP). The plan was intended to be inclusive of all City financial operations including debt and capital improvements. The idea was to develop a financial model that could be used to evaluate the future financial implications of current political and administrative decisions. For the past 15 years, the City has operated with a five year plan for the General Fund only. The City has sought an updated tax base from the voters every five years since 1980. The tax base amount has been calculated using the five year plan to allow a certain level of services to be provided to the citizens with a commitment to live within . the tax base for the five year period. This five year strategy has been very successful for the City in that voters have approved the last four tax base increase requests. This has allowed for the provision of a consistent level of service in the face of rapid growth r and development. The most recent five year plan for the General Fund ended on June 30, 1996. 1996/97 is the first year of next five year plan adopted in 1994 with the voter approval of the tax base request in November of 1994. Due to managed . growth in operating expenditures and higher than anticipated revenues in several significant General Fund categories, the projected ending balance in the General Fund for 1996/97 is anticipated to be just over $3,000,000. This is about $1,000,000 greater than anticipated by the plan in 1990. This is also the first year the plan has been expanded to incorporate all funds. It is now referred to as the Comprehensive Long Term Financial Plan. Because tax base measures can only be presented to voters at general elections in even numbered years, the Budget Committee and the City Council chose to place the last measure before the voters in November 1994 rather than waiting until May 1996. As a result, staff prepared a five year plan for the General Fund in 1994. The plan was reviewed and revised by both the Budget Committee and the City Council. A tax base measure to increase the tax base by $1,700,000 was then placed on the ballot. The voters approved the request which will take effect July 1, 1996. The new Long Term Financial Plan, which takes effect this fiscal year and coincides with the effective date of the new tax base, is designed to provide sufficient funding for all programs and specifically for General fund programs through June 30, 2001. The following pages provide the reader with updated projections for revenues and expenditures through the year 2001 for the General Fund. Next years budget document will include an expanded section on the Comprehensive . Plan-for all funds. 17 1996/97 Adopted Budget City of Tigard General Fund - Five Year Plan Projection Summary r Projected Projected Projected Projected Projected • Description 1996/97 1997/98 1998/99 1999/00 2000/01 Year 1 Year 2 Year 3 Year 4 Year 5 Revenues by Category: Property Taxes 6,440,000 6,699,909 7,102,304 7,523,242 7,974,136 Other Agencies 1,999,950 1,472,606 1,508,462 1,550,500 1,593,758 0 Fees and Charges 713,000 712,134 714,558 715,873 720,282 r Fines 280,000 285,390 294,016 302,754 311,822 • Franchise Fees 1,662,300 1,703,911 1,746,579 1,790,331 1,835,194 Interest & Rentals 216,200 201,000 196,000 191,000 186,000 0 Other Revenue 27,200 22,266 22,334 22,404 22,476 f Total Revenues 11,338,650 11,097,216 11,584,253 12,096,104 12,643,668 Beginning Fund Balance 3,375,500 3,990,185 4,063,078 3,887,526 3,388,125 Total Resources 14,714,150 15,087,401 15,647,331 15,983,630 16,031,793 0 0 Expenditures by Program: Community Services 6,966,158 7,326,259 7,936,885 8,657,681 9,267,570 0 Maintenance Services 274,778 295,306 302,439 317,826 346,284 0 Development Services 1,480,608 1,530,857 1,586,301 1,631,696 1,694,364 • Policy & Administration 1,576,420 1,577,494 1,644,007 1,703,977 1,764,236 Non Departmental 255,357 269,394 280,169 291,376 303,031 0 Total Operating Budget 10,553,321 10,999,310 11,749,801 12,602,556 13,375,485 0 General Capital Projects 389,500 250,000 250,000 250,000 250,000 • Total Program Expenditures @98% 10,723,965 11,024,324 11,759,805 12,595,505 13,352,975 0 • Ending Fund Balance x.990,185 4,063,078 3,887,526 3,388,125 2,678,817 r 0 The above schedule represents the current F:. Year Financial Plan for the General Fund. The goal of the Plan i is to fund services to the voters which were cc -mitted as part of the tax base ballot measure effort and to end . the five year period with a sufficient ending balance to begin the next five year period. The Plan will be adjusted • as years final results are known and as new years are budgeted. Revenues are conservatively estimated and expenditures are estimated at 98% to allow for position vacancies 0 and other under expenditures. The graph on the following page depicts the impacts on General Fund ending 0 fund balance of the current plan. • 0 0 18 0 r • • • • • 1996/97 Adopted Budget • City of Tigard General Fund - Five Year Plan • Projection of Ending Fund Balance • • General Fund • Ending Fund Balance • 4,500,000 • 4,000,000 - - • 3,500,000 - - - - - - - - - - - - - - • j 3,000,000 € 2,500,000 2,000,000 • • 1,500,000 • 1,000,000 • • 500,000 . • • 0 • 1996/97 1997/98 1998/99 1999/00 2000/01 • Fiscal Year -0 Ending Fund Balance The current Five Year Plan was designed to provide adequate funding through the year 2001 for General Fund • services. The plan anticipates the accumulation of excess revenues in the early years and the use of those reserves in the later years of the plan. As you can see from the above graph, the plan projects the decline of the general fund ending fund balance in the year 2001 to just over $2,600,000. The original plan established in 1994 estimated an ending fund balance of about $1,000,000. The anticipated increase in ending fund balance is due to the shifting of development revenues and expenditures to a dedicated fund, the continuation of Library funding at a higher than anticipated level, and strong revenues in other general fund sources. The ballot measure presented to voters in 1994 included a commitment by the City to extend the length of the financial plan if state revenues are not diminished. The City is currently updating the plan to determine how many years can be added to the plan if such revenues continue. • • • • 19 • • (This page intentionally left blank) 1 1 1 I EvEtAUE FuNp R f 1996/97 Adopted Budget City of Tigard, Oregon f Revenue Summary S Revenues are budget by fund with each fund set up for a particular purpose. Once a fund has served its purpose, it + is closed and is no longer used. The City currently uses the following funds: Fund Type Fund Name General General Fund Enterprise Sanitary Sewer Storm Sewer Water Special Revenue Criminal Forfeiture Parks SDC State Gas Tax Water Quality/Quantity County Gas Tax Electrical Inspection Traffic Impact Underground Utility « Building Fund FEMA Disaster Water SDC w Debt Service General Obligation GO Debt - Escrow Account Bancroft Bond • Certificates of Participation Capital Projects Special Assessment CIP Road Bond Improvement Park Levy CIP * Library Expansion Fund S Bull Mtn Rd Improvements Facility Fund Metro Greenspaces Water Capital Projects The remaining pages of the revenue section of the budget provide revenue details and summaries, as well as description for each fund. The graph below indicates the proportions of total budgeted revenues for each fund type. • Budget Revenues by Fund Type Capital Projects 4% General Fund Debt Service 171% 2g'/o F Special Revenue 19°ro Enterprise 30% 20 1996/97 Adopted Budget City of Tigard, Oregon Revenue Summary Actual Actual Adopted Proposed Approved Adopted Funds 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 General 12,116,421 12,915,642 12,753,256 14,713,350 14,713,350 14,713,350 Sanitary Sewer 3,061,551 3,482,449 3,693,360 4,582,276 4,582,276 4,582,276 Storm Sewer 1,946,996 2,015,127 1,876,360 1,847,631 2,781,081 2,781,081 Water 4,328,504 8,413,199 7,359,870 9,127,547 9,135,647 9,135,647 Total Enterprise 9,337,051 13,910,775 12,929,590 15,557,454 16,499,004 16,499,004 + 40 a Criminal Forfeiture 15,650 16,390 37,000 43,000 43,000 43,000 State Gas Tax 1,815,917 1,852,803 2,037,200 2,169,401 1,853,951 1,999,330 County Gas Tax 164,627 172,338 175,000 166,826 166,826 166,826 Water Quality/Quantity 93,660 184,418 156,000 430,150 430,150 430,150 Traffic Impact Fee 2,202,261 2,459,981 2,414,000 3,203,480 2,585,480 2,585,480 Electrical Inspection 45,424 143,000 283,031 283,031 283,031 Building Fund 923,920 923,920 923,920 Underground Utility 79,497 93,441 94,500 120,000 120,000 120,000 Water SDC 1,445,767 2,013,372 2,274,485 2,850,500 2,850,500 2,850,500 . Parks SDC 502,748 712,206 693,000 1,208,150 1,208,150 1,208,150 FEMA Disaster 170,250 170,250 Total Special Revenue 6,320,127 7,550,373 8,024,185 11,398,458 10,635,258 10,780,637 General Obligation Debt Service 1,667,214 1,780,051 1,685,363 1,596,095 1,596,095 1,596,095 a Bancroft Bond Debt Service 4,181,043 673,542 3,673,304 4,917,000 4,917,000 4,917,000 Certificate Debt Service 410,956 356,575 Escrow Debt Service 9,103,000 5,067,380 1,715,652 Total Debt Service 15,362,213 7,877,548 7,074,319 6,513,095 6,513,095 6,513,095 Special Assessment CIP 2,426,378 1,188,401 670,000 1,680,000 1,680,000 1,680,000 Road Bond Improvement 210,065 Park Levy CIP 71,714 144,453 58,800 166,500 166,500 166,500 Library Expansion Fund 74,322 Bull Mountain Road Imp 500,000 472,804 82,000 Water Capital Projects 632,782 664,761 685,000 736,000 736,000 736,000 Metro Greenspace 758,000 633,000 633,000 633,000 Facility Fund 106,000 314,700 349,700 349,700 Total Capital Projects 3,915,261 2,470,419 2,359,800 3,530,200 3,565,200 3,565,200 Total Revenue 47,051,073 44,724,757 43,141,150 51,712,557 51,925,907 52,071,286 21 1996/97 Adopted Budget City of Tigard, Oregon General Fund #10 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, and charges for services, franchise fees, and revenue from other agencies. Funds may be used for ordinary expenditures of the City. Shown below is a chart indicating the major General fund revenue sources: GENERAL FUND REVENUES Taxes 43.76% Agencies 13.59% Fund Balance Fines Fees & Charges 22.94% Interest/Other 4.85% 1.65% Franchise Fees 1.90% 11.30% 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 distribution and state revenue sharing monies, e.g.; cigarette, liquor, and 911 telephone taxes. Franchise fees include fees for the use of public right of ways paid by public utilities as a percentage of gross proceeds collected in the City. r General fund revenues, from the sources shown above, fund a variety of services provided to the community. The General fund is used primarily to support non fee services such as Police • protection, Library, and Parks maintenance. The program support distribution is shown below. • General Support as Program Support Fund a % of Total Community Services 6,966,658 47.35% Maintenance Services 274,778 1.87% Development Services 1,480,608 10.06% Policy and Admin 1,576,420 10.71% Non Departmental 255,357 1.74% Capital Improvements 389,500 2.65% Contingency 300,000 2.04% • Unappropriated 3,470,029 23.58% • Total Programs 14,713,350 100.000/0 1996/97 Adopted Budget r City of Tigard, Oregon General Fund #10 Actual Actual Adopted Proposed Approved Adopted Acct Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 400000 Current taxes 3,773,257 4,095,978 4,255,200 6,304,200 6,304,200 6,304,200 401000 Prior year taxes 175,451 129,152 135,000 135,000 135,000 135,000 Total Property Taxes 3,948,708 4,225,130 4,390,200 6,439,200 6,439,200 6,439,200 404000 Federal grants 35,000 35,000 35,000 35,000 410000 Cigarette tax 93,272 95,560 92,000 92,400 92,400 92,400 • 411000 Liquor tax 229,218 240,870 254,000 244,650 244,650 244,650 412000 State revenue sharing 198,631 204,142 196,600 200,000 200,000 200,000 414000 State grants 9,152 15,350 24,170 3,500 3,500 3,500 414010 Metro Greenspaces Grant 414020 State LCDC grant 6,250 • 415000 911 Emergency tax 64,797 95,793 89,000 92,400 92,400 92,400 420000 Hotel/motel tax 284,493 312,384 355,000 395,000 395,000 395,000 421000 County - USA 5,000 422000 County - WCCLS 655,476 730,791 743,000 937,000 937,000 937,000 • Total Other Agencies 1,541,289 1,699,890 1,788,770 1,999,950 1,999,950 1,999,950 r 430000 Business tax 168,872 172,741 165,000 175,000 175,000 175,000 431000 Mechanical/plumbing permits 142,361 139,939 126,000 432000 Building permits 445,698 352,718 327,290 • 433000 Building plan check fee 278,221 230,012 184,970 433010 Fire life safety plan check fee 532 10,006 46,230 433020 Plumbing plan check fee 5,762 40,001 10,830 433030 Mechanical plan check fee 8,460 • 433050 Erosion control plan check fee 9,350 434000 Alarm Permit 5,145 26,077 15,000 15,000 15,000 15,000 435000 Liquor permit fees 3,175 3,250 3,000 3,000 3,000 3,000 436000 Engr. public improvements 246,319 140,681 200,000 300,000 300,000 300,000 • 437000 Sign permit fees 4,840 3,873 3,600 3,000 3,000 3,000 438000 Land use application fee 32,029 39,486 36,000 150,000 150,000 150,000 439000 Research application fee 200 440000 Lien search fees 40,485 26,142 36,000 30,000 30,000 30,000 441000 Recreation tuition 18,402 2,634 441000 Sewer inspection fee 14,045 12,350 • 451000 Misc. fees & charges 17,755 41,428 25,000 25,000 25,000 25,000 452000 Park reservations 15,569 19,174 12,000 12,000 12,000 12,000 Total Fees & Charges 1,425,1 r 5 1,262,407 1,221,080 713,000 713,000 713,000 23 • ! ! ! ! 1996/97 Adopted Budget ! City of Tigard, Oregon • General Fund #10 • Actual Actual Adopted Proposed Proposed Proposed • Acct # Description 1993/94 1994/95 1995/96 1996197 1996/97 1996/97 • • 455010 Fines & forfeitures -traffic 263,609 281,119 271,100 235,000 235,000 235,000 455020 Fines & forfeitures - misdemean. 80 ! 455030 Fines & forfeitures - parking 6,899 3,408 4,000 4,500 4,500 4,500 • 456000 Indigent defense 36 • 457000 Library fines 37,188 41,113 40,000 40,000 40,000 40,000 • 458000 Civic infractions 250 250 500 500 500 500 • Total Fines 307,982 325,970 315,600 280,000 280,000 280,000 • • 460000 Electric 712,951 740,269 762,200 830,000 830,000 830,000 • 461000 Gas 203,023 129,657 219,000 225,000 225,000 225,000 • 462000 Telephone 286,218 277,507 295,000 309,000 309,000 309,000 463000 Garbage 165,708 190,285 197,000 200,000 200,000 200,000 • 465000 Cable TV 79,768 108,441 88,000 98,300 98,300 98,300 • Total Franchise Fees 1,447,668 1,446,159 1,561,200 1,662,300 1,662,300 1,662,300 • • 470000 Interest 112,665 200,947 130,000 200,000 200,000 200,000 • 472000 Rentals 14,981 21,213 16,000 16,200 16,200 16,200 • Total Interest & Rentals 127,645 222,160 146,000 216,200 216,200 216,200 • 477000 Donations/Gifts 1,463 825 1,000 1,000 1,000 1,000 • 478000 Other revenues 2,457 6,964 1,200 1,200 1,200 1,200 • 479000 Recovered expenditures 66,347 121,438 28,206 25,000 25,000 25,000 • 480000 Police service contracts • Total Other Revenue 70,266 129,227 30,406 27,200 27,200 27,200 • • Total Revenues 8,868,723 9,310,943 9,453,256 11,337,850 11,337,850 11,337,850 ! 300000 Fund balance 3,247,698 3,604,699 3,300,000 3,375,500 3,375,500 3,375,500 • Total General Fund Revenue 12,116,421 12,915,642 12,753,256 14,713,350 14,713,350 14,713,350 • • • • • • • • • • • • • 24 • • 1996/97 Adopted Budget City of Tigard, Oregon General Fund #10 Notes/Trends Property Taxes Voters approved an increase of $1,700,000 in the tax base in November 1994 which will be levied for the first time in the 1996/97 fiscal year. The current levy of $6,499,186 includes the voter approved levy of $6,496,000 and several small annexations. 97% of the amount levied is expected to be collected due to delinquencies. Property taxes are very stable as a revenue source. The collection rate has increased over the past several years due to the continued strength of the Oregon economy. Assessed values • have also continued to increase since the late 1980's as the housing market in the Metro area continues to be strong. State Revenues State Revenues include cigarette tax, liquor tax, and state revenue sharing and are distributed to Cities • by statute based on population and on per capita incomes. These revenues have been steadily growing over the past several years as population continues to rise. These revenues have also been threatened since 1990 as the State assumes more responsibility in the funding of schools resulting from the property tax limitation enacted by voters in 1990. The City reviews the status of these revenues each • year during the budget process. The financial plan assumed the loss of such revenues in 1997/98. • The Washington County Cooperative Library System levy was reauthorized in March 1996. The three WCCLS year levy is used to reimburse participating libraries $1.82 per circulation which is a significant increase from the $1.55 reimbursement rate in the prior operating levy.. The current levy was approved by voters • in 1996 at $.39/$1,000 throughout the County. This source has also increased due to the increasing • use of the Library by citizens and the resulting increase in circulation. The City was awarded a federal grant for a police officer from the crime bill. Revenues reflect the • Grants second year of a three year reimbursement. The total grant over three years amounted to $75,000. • Building permit revenues have been recorded in the general fund in the past. Such revenues for the first Building Permits time are recorded in a special revenue fund known as the Building Fund, to better match revenues and expenditures. All costs associated with the administration and operation of the building permit and • inspection program are charged to this fund through the program budget matrix. Franchise Fees Franchise fees are charged to various utilities for use of public right of way. All franchise fees are computed as a percentage of gross proceeds within Tiigard's city limits. All franchises with the exception • of Cable TV are directly between the City and the Franchise holder. The Cable TV franchise is . administered by the Metropolitan Area Cable Commission, a consortium of Cities in the Metro area. Current percentages are as follows: Electricity Portland General Electric 3.50% • Natural Gas Northwest Natural Gas 3.00% Telephone Electic Lightwave 5.00% General Telephone 5.00% U.S. West Communications 5.00% • Garbage All haulers 3.00% i Cable TV Metropolitan Area Communication Commission 5.00% Hotel/Motel Tax Hotel/motel tax is collected by Washington County and distributed to all participating jurisdictions. The County rate is 7%of which the City receives about one third of the amount collected in the City limits. The number of rooms in the City of Tigard subject to the tax has increased steadily over the past several years. The largest Hotel is Embassy Suites which has recently completed a significant expansion. In the past • several years, the City has added about 80 rooms per year. Revenues are expected to continue to grow Fund Balance as growth in the City continues and as more rooms are added. • Fund Balance is the cumulative difference between revenues and expenditures from previous years. The • estimated fund balance of $3,375,500 at 07/01/96 is greater than anticipated due to a combination of • lower than anticipated expenditures and higher than anticipated revenues. 25 ~ 1996/97 Adopted Budget ~ City of Tigard, Oregon • Enterprise Funds The City uses three Enterprise funds to account for certain utility operations including water, sewer and storm water systems. Sanitary Sewer Fund - The Unified Sewerage Agency (USA) is a special district within Washington County that provides sewer treatment. USA Contracts with the City to bill and collect USA sewer charges within the City limits. In addition, the City maintains sanitary sewer lines within the City on behalf of the Agency. In return for services provided by the City to the Agency, the City shares in the revenue collected for monthly user charges and connection charges. The City keeps 20% of the connection charges and 21.4% of the • service charges and remits all other collections to the Agency. The City's share of service charges are used for the operation, maintenance and repair of City sewer facilities. The City's share of funds from connection charges are primarily used to fund capacity improvements to the sanitary sewer system. Storm Sewer Fund - USA is also responsible for regional storm water systems in Washington County. USA contracts with the City to bill and collect the storm water charge within the City limits and to provide storm water system maintenance within the City. In return for services provided by the City to USA, the City shares in the revenue collected for the monthly charges. The City keeps $2.24 of the $3.00 monthly storm water charge and remits the balance of the • amounts collected to the Agency. Funds are used for the operation, maintenance and repair of storm sewer facilities. Monies received from the SDC's are used to fund capacity improvements to the storm sewer system. Water Fund - • The City of Tigard manages the operation of the Tigard water system through an inter-governmental . agreement with the City of King City, Durham, and portions of the unincorporated area. This fund accounts for all costs related to the water operation and revenues are used to fund the purchase of water from Lake Oswego, Portland and Tualatin Valley Water District and for the maintenance and expansion of the entire water system. Enterprise fund revenues are used to fund the cost of enterprise operation activities, capital improvements • and related administrative costs as shown in the program support distribution below: Water Fund Sewer Fund Storm Sewer Program Support Total Approp Approp Approp Maintenance Services 4,425,293 3,417,171 504,030 504,092 Development Services 130,138 65,069 65,069 Policy & Administration 737,006 289,778 233,582 213,646 Non-Departmental 145,920 48,640 48,640 48,640 Capital Improvements 4,067,100 740,100 1,500,000 1,827,000 Contingency 575,000 300,000 200,000 75,000 • Unappropriated 6,418,547 4,339,958 2,030,955 47,634 Total Programs 16,499,004 9,135,647 4,582,276 2,781,081 26 1996/97 Adopted Budget ~ City of Tigard, Oregon • Sanitary Sewer Fund #30 • Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • 443000 Sewer connection fees 336,002 278,564 303,360 361,100 361,100 361,100 444000 Sewer inspection fees 16,413 446020 Sewer Services Charges 895,773 952,848 990,000 1,000,000 1,000,000 1,000,000 470000 Interest 81,893 133,369 100,000 150,000 150,000 150,000 478000 Other revenues 13,455 3,262 Total Revenues 1,343,536 1,368,043 1,393,360 1,511,100 1,511,100 1,511,100 300000 Fund balance 1,718,015 2,114,406 2,300,000 3,071,176 3,071,176 3,071,176 Total Sanitary Sewer Revenue 3,061,551 3,482,449 3,693,360 4,582,276 4,582,276 4,582,276 Notes: Sewer connection fees are charged to developers for the right to connect to the Unified Sewerage Agency (USA) sewer system. USA sets the amount of the connection fee collected each year. The City keeps 20% of each fee for a system development charge and remits the remaining 80% to USA each month. connection fees are currently $2,300 per unit. The City's estimated 20% share of $361,100 anticipates 350 single family units, 360 multi-family units and 25 commercial units. Sewer service charges are also set by USA under an agreement with the City. The City keeps 21.4% of the non revenue bond portion of the total monthly per unit charge. The estimate of $1,000,000 assumes no change in the City's share of the monthly charge. Effective July 1, 1994, the USA sewer service charge was based upon water consumption during the previous winter average period. Sewer service charges are expected to increase by $1.15 per month for a single family home on July 1, 1996. Beginning fund balance includes both the City's share of previous years user charges and connection fees estimated as follows: Connection Fee $1,904,129 Service Charges 1,167,047 Total Estimated Fund Balance $3,071,176 27 • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Storm Sewer Fund #31 • • • • Actual Actual Adopted Proposed Approved Adopted i Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • 447000 Service charge 637,114 702,814 673,200 675,000 675,000 675,000 • • 450000 SDC Storm Drainage 136,640 37,741 153,160 • 470000 Interest 40,874 62,657 50,000 70,000 70,000 70,000 • • 479000 Recovered Expenditures 933,450 933,450 • • Total Revenues 814,628 803,212 876,360 745,000 1,678,450 1,678,450 30000 Fund balance 1,132,368 1,211,915 1,000,000 1,102,631 1,102,631 1,102,631 • • Total Storm Sewer Revenue 1,946,996 2,015,127 1,876,360 1,847,631 2,781,081 2,781,081 • Notes: • Surface water fees are regionally set by the Unified Sewerage Agency (USA). USA has contracted with the City to • collect the fee within the City and to provide certain storm sewer system maintenance activities. In return, the City • retains a portion of the fee per unit. The current rate has been established at $3.00 per month per unit. The City's share is $2.24 for every $3.00 collected. Single family homes are considered one unit. Other parcels are billed upon • square footage of impervious surface. • Beginning Fund Balance: System Development Charges $826,973 • Service Fees 275,658 • $1,102,631 • Recovered expenditures include anticipated reimbursements from ODOT for bridge reconstruction projects as follows, • Grant Avenue Bridge $315,450 • Tiedeman Avenue Bridge 618,000 • Total $933,450 • • • • • • • • • • i • • • • • 28 • • 1996/97 Adopted Budget City of Tigard, Oregon Water Fund #15 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 446010 Metered water sales 1,624,485 4,003,908 3,470,000 3,500,000 3,500,000 3,500,000 S 446011 Other water sales 2,323 7,065 6,000 5,000 5,000 5,000 446012 Fire service standby chg. 9,158 27,000 28,000 28,000 28,000 446013 Meter installation fees 152,260 152,260 152,260 152,260 446014 Credits for leaks/misreads (4,038) (9,284) 446015 Bad debt expense (1,046) (2,512) 448000 SDC reimbursement 123,120 123,120 123,120 123,120 479100 Sewer billing charge Total Water Sales 1,630,882 3,999,177 3,778,380 3,808,380 3,808,380 3,808,380 447001 Developers fees 10% O/H 140,000 125,000 125,000 125,000 447002 Engineering fees 28,000 20,000 20,000 20,000 447003 TWD equipment • 447004 Wage reimbursement • 447005 Fire service reimbursement 5,000 5,000 5,000 5,000 449088 Line extension rebates 2,000 2,000 2,000 451000 TWD equipment rental Total Developer Revenue 173,000 152,000 152,000 152,000 r 451000 Misc. fees and charges 1,693 2,707 5,800 3,800 3,800 3,800 470000 Interest income 28,825 186,011 90,000 200,000 200,000 200,000 472000 Rental income 1,050 2,101 2,600 2,600 10,700 10,700 . 478000 Other revenues 2,747 4,179 4,000 11,900 11,900 11,900 478001 Penalties nor non-payment 1,260 4,610 4,800 478002 Returned check fee 285 1,350 1,290 479000 Recovered expenditures 1,612 4,945 Total Miscellaneous Revenue 37,472 205,903 108,490 218,300 226,400 226,400 Total Revenues 1,668,354 4,205,080 4,059,870 4,178,680 4,186,780 4,186,780 30000 Fund balance 2,660,150 4,208,819 3,300,000 4,948,867 4,948,867 4,948,867 • Total Storm Sewer Revenue 4,328,504 8,413,899 7,359,870 9,127,547 9,135,647 9,135,647 Notes: • Water operations are accounted for in the Water fund. Metered water sales anticipate the sale of 2,651,515 hundred • cubic feet (ccf) of water at $1.32 per ccf. A water rate study was completed by CH2M Hill in June 1996. The results of the study have not yet been considered by the City Council but they indicate that rates should not require adjustment for the next five year period unless projected capital needs change dramatically. The study also suggested a revenue neutral change to the rate structure to replace the minimum charge with a customer service charge and then charge a usage charge for all units of water consumed during each billing period. This change is • anticipated to be approved by the Council by the end of the calendar year. • i 29 • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Special Revenue Funds Special Revenue Funds account for revenue derived from specific taxes or other earmarked revenue sources which are • legally restricted to finance particular functions or activities. Funds included in this category are: • Criminal Forfeiture - • Revenue from the sale or other disposition of property or assets used in or related to criminal activity. All such revenues • must be used for law enforcement purposes. Revenues are budgeted, based on projection of funds already seized but yet • forfeited to the City. • State Gas Tax - Shared revenues from state tax on sale, use, etc. of motor vehicle fuel. Funds are used for construction, reconstruction, • improvement, repair, maintenance, operation and use of public highways, roads, streets, and roadside rest areas. Monies • may also be used for street lighting and cleaning, storm drainage, traffic control devices and cost of administration. County Gas Tax - • Shared revenue from Washington County tax on sale, use, etc. of motor vehide fuel. Funds are used for construction, • reconstruction, improvement, repair maintenance, operation and use of public highways, roads and streets. • Traffic Impact Fee - • Revenue from a county instituted fee on development approved by voters in 1989. Fee is to be charged by the City for • development within City limits. Funds are used for highway and transit capital improvements which provide additional capacity to major transportation systems and for recovery of costs of administering the program. • Parks SDC - • Park system development charges are charged when a building permit is issued for any new, residential or multi-family construction, additions, alterations or change in use which created a dwelling unit. Funds collected are used to fund the • acquisition, development, and expansion of additional recreation spaces and facilities. Such charges were updated by the • City Council in March 1996. • Water Quality/Quantity - • These revenues, instituted by the Unified Sewerage Agency (USA), are charged by the City on certain development • activities in the City. Revenues collected are used to fund off site surface water system improvements. Electrical Inspection Fund - • Established in 1994/95 in anticipation of an electrical inspection program beginning July 1, 1995. This fund will account for • the start up costs of the electrical inspection program and the collection of electrical inspection fees. Funds collected for • electrical inspections are restricted to the costs of the program and associated overhead. • Underground Utility - • Accounts for monies received from developers for future underground utility improvements. Water SDC - • Water system development charges are charged when new meters are sold and installed. The total amount charged for • each meter includes a portion for future capacity increasing projects and 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. • Building Fund - • The Building fund was established in 1996/97 to account for all revenues and expenditures related to building inspection and plan review activities. Such activities have previously been recorded in the General fund. • FEMA Disaster Fund - This fund was established in February 1996 to account for the flood dean up and recovery activities. Activities are • anticipated to be funded by Federal Disaster Relief Funds. • • • • • • 30 ~i 1996/97 Adopted Budget • City of Tigard, Oregon Special Revenue Funds (cont.) w Shown below is a chart showing each funds' revenue contribution to total special revenues: • SPECIAL REVENUE FUNDS • FEMA Disaster -,,Criminal Forfeiture Building Fund 1.58% 0.40% Electrical Inspection d 57% State Gas Tax 2.63% M. 18.55% k. Underground Utility ~ y'~ . n • 1.11% unty Gas { Co T • 1.55% { +J/'~l$~}$ .S v i` • } F F Jh • DO 26.44% `s,~}r;,, • fi F 4 Traffic Impel2 F / Water Quality/Quantity • 3.996 Parks SDC • 11.21% Special revenue funds support various programs in accordance with their specific use provisions as follows: rsknirw State Cars County Traffic Parks W!r water Undalp Eleetrfest euYdkp FF" • Prowarn &wport Total FoANkse Tax Gas Tax kry-d SDC SDC UUNLY hop- Find Disaster • Conersxlity services 5,000 5,000 . Marrtarun Somose 761,110 490,770 107,979 659 11,452 170,250 Development services 1,431,006 480,239 63,586 185,920 701,261 Policy and Adorn 296,570 146,410 40,797 20,906 88,457 Non Depwi nental 65,120 36,912 9,728 7,296 29,184 • Capital Imp 7,493,650 793,000 2,300,000 1,100,000 430,150 2,750,500 120,000 • Continyrky 445,000 50,000 150,000 75,000 100,000 20,000 50,000 Unappropriaiied 243,181 38000 8,322 71.894 33,150 48,250 43,5651 Total R oWwris 10,780 ,637 43 ,000 1999,331 166.626 2,565 460 1,208,150 430 150 2.650,500 120 000 293,031 923 919 170,250 • • • • • • • • 31 1996/97 Adopted Budget City of Tigard, Oregon Criminal Forfeiture Fund #55 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 470000 Interest 214 1,000 1,000 1,000 1,000 478000 Other revenues 12,116 740 20,000 25,000 25,000 25,000 Total Revenues 12,330 740 21,000 26,000 26,000 26,000 300000 Fund balance 3,320 15,650 16,000 17,000 17,000 17,000 Total Criminal Forfeiture Fund 15,650 16,390 37,000 43,000 43,000 43,000 Notes: Revenue in this fund is estimated each year based upon funds anticipated to be seized in police related activities. Such funds may only be used for police related programs. State Gas Tax Fund #21 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 413000 State Gas Tax Share 1,421,633 1,495,864 1,546,000 1,595,000 1,595,000 1,595,000 442000 Street Lighting Fees 20,612 10,540 17,000 20,000 20,000 20,000 470000 Interest 12,021 31,874 24,200 30,000 30,000 30,000 479000 Recovered expenditures 43,844 46,750 315,450 Total Revenues 1,498,110 1,585,028 1,587,200 1,960,450 1,645,000 1,645,000 300000 Fund balance 317,807 267,775 450,000 208,951 208,951 354,330 Total State Gas Tax 1,815,917 1,852,803 2,037,200 2,169,401 1,853,951 1,999,330 Notes: State gasoline tax and vehicle registration fees are shared with cities and counties throughout the state using a formula set by the legislature. Estimated revenue is based upon $46 per capita using a population estimate of 35,000 for fiscal year 1996/97. This revenue source is anticipated to grow steadily each year as the population of Tigard continues to grow. 32 • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • County Gas Tax Fund #22 • • Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1994/95 1995/96 1995/96 1995/96 1995/96 423000 County Road Tax 142,434 147,932 154,000 150,000 150,000 150,000 • • 470000 Interest 3,598 1,206 1,000 1,500 1,500 1,500 • Total Revenues 146,032 149,138 155,000 151,500 151,500 151,500 • • 300000 Fund balance 18,595 23,200 20,000 15,326 15,326 15,326 • Total County Gas Tax 164,627 172,338 175,000 166,826 166,826 166,826 • • • Notes: • • Washington County collects one penny 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. • • • Water Quality/Quantity Fund #24 • • • Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • • 445000 Charges 5,376 84,672 20,000 61,150 61,150 61,150 • 470000 Interest 3,062 6,086 3,000 15,000 15,000 15,000 • Total Revenues 8,438 90,758 23,000 76,150 76,150 76,150 • • 300000 Fund balance 85,222 93,660 133,000 354,000 354,000 354,000 • • Total Water Quality/Quantity 93,660 184,418 156,000 430,150 430,150 430,150 Notes: • • This fund was set up to record revenue from ?he Water Quality/Quantity charge known as the Storm Sewer • SDC established by the Unified Sewerage Agency in 1991. Funds are for storm sewer system improvements. • • • • • • • 33 • • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Traffic Impact Fee Fund #25 • • • Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • 448000 Traffic Impact Fee 1,221,798 1,111,200 944,000 1,210,850 1,210,850 1,210,850 • • 470000 Interest 50,566 89,013 70,000 120,000 120,000 120,000 • • 479000 Recovered Expenditures 8,651 58,678 618,300 300 300 • • Total Revenues 1,281,015 1,258,891 1,014,000 1,949,150 1,331,150 1,331,150 • 300000 Fund balance 921,246 1,201,090 1,400,000 1,254,330 1,254,330 1,254,330 • • Total Traffic Impact 2,202,261 2,459,981 2,414,000 3,203,480 2,585,480 2,585,480 • • Notes: • The Traffic Impact Fee (TIF) is based upon the number of trips per day that each type of development is • estimated to generate. The County maintains a 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. • • Residential use $155.00 per average weekday tri P P • Business/Commercial us( 39.00 per average weekday trip • Office use 143.00 per average weekday trip • Industrial use 150.00 per average weekday trip • Institutional use 64.00 per weighted average daily trip • Estimated TIF revenues from the following sources are: • 300 Residential units $576,450 • 252 Multi-family units 374,400 • 20 Commercial 260,000 • • $1,210,850 • • • • • • • • 34 I• • • • • • 1996/97 Adopted Budget ! City of Tigard, Oregon Underground Utility Fund #26 • • Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • 478000 Other revenue 57,310 10,018 10,000 10,000 10,000 10,000 • • 470000 Interest 3,926 2,000 5,000 5,000 5,000 Total Revenues 57,310 13,944 12,000 15,000 15,000 15,000 • 300000 Fund balance 22,187 79,497 82,500 105,000 105,000 105,000 • • Total Underground Utility 79,497 93,441 94,500 120,000 120,000 120,000 • Notes: This fund was established to record funds received in lieu of undergrounding utilities. This revenue source is difficult to estimate, therefore $10,000 is estimated each year. If substatially more is received, a budget • adjustment will be made. City of Tigard, Oregon Water SDC Fund #27 • • Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 478000 Other revenue 587,460 499,475 324,485 324,500 324,500 324,500 • 470000 Interest 12,067 68,130 50,000 90,000 90,000 90,000 • Total Revenues 599,527 567,605 374,485 414,500 414,500 414,500 300000 Fund balance 846,240 1,445,767 1,900,000 2,436,000 2,436,000 2,436,000 • Total Water SDC 1,445,767 2,013,372 2,274,485 2,850,500 2,850,500 2,850,500 • Notes: Water System Development Charges will be updated in the fall of 1996 based upon a water rate study completed in June 1996. The Improvement portion of the charge is recorded in this fund to be used to fund capacity increasing improvements to the Water system. An estimate of revneus by meter size follows: • 422 3/4" meters @ $635 $267,970 • 20 1" meters @ $1,270 25,400 • 5 1-1/2" meters @ $3,175 15,890 3 2" meters @5,080 15,240 • • 450 $324,500 • • • 35 • • • 1996/97 Adopted Budget City of Tigard, Oregon Parks SDC Fund #52 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 449010 SDC - Parks 275,150 190,330 225,000 574,150 574,150 574,150 470000 Interest 12,774 23,454 18,000 35,000 35,000 35,000 Total Revenues 287,924 213,784 243,000 609,150 609,150 609,150 • 300000 Fund balance 214,824 498,422 450,000 599,000 599,000 599,000 Total Parks SDC 502,748 712,206 693,000 1,208,150 1,208,150 1,208,150 Notes: f Park System Development Charges are charged to developers on a per unit basis. The Tigard City Council recently increased the charges and for the first applied them to Commercial development as well • as residential. This source of revenue is expected to track with residential development activity which is • expected to continue strong over the next several years. Revenue estimates are based on the following: i 350 Single family units @$1,050 ea. $367,500 r 360 Multi family units @ $540 ea. 194,400 25 Commercial units @ $490 ea. 12,250 Total $574,150 r City of Tigard, Oregon f Electrical Inspection Fund #23 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 431010 Electrical permits 15,412 145,820 203,200 203,200 203,200 433040 Electrical plan check 30,000 23,430 14,900 14,900 14,900 470000 Interest 12 3,000 2,500 2,500 2,500 Total Revenues 45,424 172,250 220,600 220,600 220,600 r 300000 Fund balance (29,250) 62,431 62,431 62,431 • Total Electrical Inspection 45,424 143,000 283,031 283,031 283,031 Notes: The electrical inspection program began at the end of 1994/95 and has been taken over from the State for building activity within the City. Funds may be used to support electrical inspection activity and associated costs. The program has exceeded expectations and revenues are estimated significantly higher that the previous year. Tigard's development activity is expected to remain strong for several years. 36 1996/97 Adopted Budget City of Tigard, Oregon Building Fund #29 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 431000 Plumbing Permits 110,550 110,550 110,550 0 431010 Mechanical Permits 38,700 38,700 38,700 10 432000 Building Permits 364,400 364,400 364,400 433000 Building Plan Check Fees 205,670 205,670 205,670 433010 Erosion Control Plan Check Fees 11,460 11,460 11,460 433020 Fire and Life Safety Plan Check Fee 52,380 52,380 52,380 r 433030 Mechanical Plan Check Fee 5,340 5,340 5,340 433050 Plumbing Plan Check Fee 9,820 9,820 9,820 i 444001 Sewer Inspection Fee 13,600 13,600 13,600 470000 Interest 12,000 12,000 12,000 r Total Revenues 823,920 823,920 823,920 300000 Fund balance 100,000 100,000 100,000 a Total Building Fund 923,920 923,920 923,920 f Notes: r Building revenues have been recorded in the general fund in previous years. Revenue estimates are based on the anticipation of continuing strength in the construction of both commercial and residential developments. Estimates include 350 single family units, 360 multifamily units and 25 commercial projects for the year. Total construction value is anticipated to exceed $100,000,000. Revenues are recorded in this fund to allow for a closer match between resources and expenditures related to building permits and inspection activity. r 37 0 0 40 1996/97 Adopted Budget City of Tigard, Oregon FEMA Disaster Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 404000 Federal Grants 170,250 170,250 Total Revenues 170,250 170,250 300000 Fund balance Total FEMA Disaster Fund 170,250 170,250 Notes: This fund was established to account for FEMA eligible disaster cleanup activities. The City experienced two f recent disasters that have qualified for reimbursement from The Federal Emergency Management Agency. The costs associated with the 12/12/95 wind storm and the February 1996 flood will be partially reimbursed. The exact amount of the reimbursement and the timing of it is not known at this time. S 38 • w • • 1996/97 Adopted Budget • City of Tigard, Oregon w Debt Service Funds • Outstanding debt includes voter approved general obligation bonds, Bancroft bonds, and Short term • notes. Each type of debt is recorded in a separate fund. Principal sources of revenue are property • taxes for general obligation bond debt service and special assessment collections and interest earnings • for Bancroft Bond debt. The City currently uses the following debt service funds: • General Obligation Bond Debt - • The City sold $2.2 million in general obligation bonds on June 6, 1984 to purchase land and construct the Civic Center. Advance refunding bonds were issued in February 1987 to refund the callable portion • of the 1984 issue, thus saving taxpayers 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 outstanding 1987 and 1989 • Series bonds. The refunding was done to save taxpayers $265,436 over the life of the bonds. Remaining general obligation debt is from the 1993 series. • • Bancroft Bond Debt - w Revenue in this fund is derived from assessments on properties that participate in local improvement • districts and from proceeds of Bancroft Bonds to retire short term debt issued to fund the local improvements. On May 3, 1993, the City issued $660,000 in GO Improvement Refunding Bonds for a • current refunding of a portion of the outstanding 1982, 1989, and 1990 Series bonds. The refunding • was done to save taxpayers $76,031 over the life of the bonds. Proceeds include the anticipated sale of long term bonds for the Dartmouth LID. Certificate Debt Service - • Revenue from a five year serial levy dedicated to park system improvements is being used to fund repayment of borrowed funds which were initially used for park improvements. 1994/95 was the last • year of the serial levy. • A summary of Debt Service revenues, by type, follows: • • Fund Amount • General Obligation Debt Service: • Tax collections 1,416,095 Interest earnings 40,000 • Beginning fund balance 140,000 Total General Obligation 1,596,095 • Bancroft Debt Service: • Collections from property owners for the: • Pre 1985 series 20,000 • 135th Avenue Project 20,600 • Pacific Corporate Center Project 259,508 Lincoln Locust Street LID 29,520 • 1993 Refunding 51,100 • Assessment interest and principal 19,272 • Proceeds/collections 4,322,000 w Interest Earnings 20,000 Beginning Fund Balance 175,000 • Total Bancroft 4,917,000 • Total Debt Service Funds 6,513,095 • • • • 39 • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Debt Service Funds • • Debt Service Funds are received from the following sources: • DEBT SERVICE FUNDS • • a Bond proceeds 66% • • • • • ~2 . 1l J r~ l/i • o Interest earnings F s/ F1 1Fh f 5 7 f Yb M 1%ll~F„ • ®Assessment z.r u ! ' ' ~ f r9 /°i » " 9 Beginning fund • interest and balances ® Property tax 5% • principal revenue • 22% • • Source Amount Percentage • • Property tax revenue 1,416,095 21.74% • Assessment interest and principal 400,000 6.14% • Interest earnings 60,000 0.92% • Bond proceeds 4,322,000 66.36% Beginning fund balances 315,000 4.840/. • • Total 6,513,095 100.00% • • Amount in Escrow Total Debt Service Funds 6,513,095 • • • • • • • • • • • 40 • • 1996/97 Adopted Budget City of Tigard, Oregon General Obligation Debt Service Fund Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • 400000 Current taxes 1,511,326 1,484,662 1,454,743 1,376,095 1,376,095 1,376,095 401000 Prior year taxes 68,443 49,243 50,420 40,000 40,000 40,000 470000 Interest 37,290 32,817 30,200 40,000 40,000 40,000 • 474000 Bond proceeds/Miscellaneous 21,437 Total Revenue 1,617,059 1,588,159 1,535,363 1,456,095 1,456,095 1,456,095 300000 Fund balance 50,155 191,892 150,000 140,000 140,000 140,000 Total Gen Obligation Debt Service 1,667,214 1,780,051 1,685,363 1,596,095 1,596,095 1,596,095 Notes: General obligation debt consists of: Year 1996/97 Issued Obligation r Advance refunding bonds Series A 1993 1,596,095 Total 1,596,095 Debt service for these bonds is received from a property tax levy necessary to meet the fiscal year requirements as follows: Total requirements 1,596,095 Prior years taxes (40,000) Interest earnings (40,000) Beginning fund balance (140,000) . Levy revenue requirement 1,376,095 Collection rate 97.00% Tax levy 1,418,654 41 1996/97 Adopted Budget City of Tigard, Oregon Bancroft Bond Debt Service Funds Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 470000 Interest 24,601 9,045 10,000 20,000 20,000 20,000 471000 Interest from other sources 165,496 162,578 146,583 474000 Proceeds/collections 3,080,000 3,080,000 4,322,000 4,322,000 4,322,000 475000 Bancroft collections 186,036 146,548 206,721 400,000 400,000 400,000 478000 Other revenues Total Revenue 3,456,133 318,171 3,443,304 4,742,000 4,742,000 4,742,000 300000 Fund balance 724,910 355,371 230,000 175,000 175,000 175,000 Total Bancroft Debt 4,181,043 673,542 3,673,304 4,917,000 4,917,000 4,917,000 0 0 Notes: 0 Special assessments are the major source of funding to meet current and future interest and principal payments on 0 outstanding bonds. Proceeds are anticipated from the sale of long term bonds for the Dartmouth Street LID. 0 0 0 0 0 r 42 1996/97 Adopted Budget City of Tigard, Oregon Certificates of Participation Debt Service Fund #62 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • 400000 Current taxes 331,660 269,456 401000 Prior year taxes 16,407 11,514 470000 Interest 7,874 11,387 Total Revenue 355,941 292,357 • 300000 Fund balance 55,015 64,218 Total Certificates Debt Service 410,956 356,575 Notes: Certificates of participation were issued in May of 1990 to provide funding for certain parks improvements. Annual payments of interest and principal were funded by revenue from a five year property tax serial levy. The levy amounted to $350,000 per year. Expenditures for capital improvements were recorded and budgeted in Fund #53 - • Park Levy CIP Fund. • 1994/95 was the final year of debt service on the Certificates. That portion of the levy not necessary for debt service will be recorded as a resource in the Park Levy CIP Fund #53. 1996/97 Adopted Budget City of Tigard, Oregon General Obligation Debt Service Fund #63 Escrow Account Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 Amt held in trust for escrow pymts 9,103,000 5,067,380 1,715,652 Notes: This fund was set up to account for those funds held in escrow related to several advance refundings. The escrow account services the debt on the callable portion of the 1984, 1987, and 1989 refundings. Oregon budget law requires the proceeds and earnings, as well as d sbursements paid out of the escrow account to be included in the adopted budget. All advance refunded bonds have low been paid off and escrow accounts have been closed. Fund r is shown for historical purposes. 43 • 1996/97 Adopted Budget City of Tigard, Oregon Capital Projects Funds Local Improvement Capital Projects - Revenue from short term borrowings are used to fund construction within local improvement districts. Current activity in this • fund relates to the Dartmouth Street local improvement district project. Road Bond Improvement - In November 1988 Tigard voters approved the sale of $8,500,000 of general obligation bonds to fund certain road and traffic • safety improvements throughout the City. Construction was completed in 1993/94 however the fund is still presented for • historical purposes. Park Levy Improvement - • Revenue from Certificates of Participation may only be used to fund specific park system improvements. The Park Levy ended • in 1994/95. Continuing delinquent collections provide limited funds for ongoing improvements. Library Expansion Improvement - • Funds recovered for private donation was used for Library Phase II expansion. Project was completed in 1993/94. Fund is • presented for historical purposes. Bull Mountain Road Improvement- . The fund will exist for the duration of the Bull Mountain Road Improvement project. Monies were received from the county in • 1993/94 and may only be used for this improvement project. The project was completed in 1995/96. Water Capital Projects Reserve Fund - • This fund accounts for monies reserved for construction of a new reservoir. Revenues to this fund have come in the form of transfers from the Water Fund prior to 1994/95. Facility Fund - • This fund was established during the 1995/96 budget process to set aside funds for future city facility improvements. It is • anticipated that $100,000 per year will be transferred to this fund from the General Fund. Metro Greenspaces Fund - • This fund was established in 1996 to account for Greenspace property acquisition and improvements. The City's share of the Metro Greenspace Bond issue is $758,000 some of which was spent in the prior year. • Shown below is a chart showing each funds' revenue contribution in relation to the Capital Projects Funds: CAPITAL PROJECTS FUNDS Metro Greenspaces Local Improvements 65/o 18% • lry' l I " r i Ff 1 ~ r F" 4 x?F> r . .:`J • F-: Sy f S • Facility Fund 10% Water Reserve Park Levy 21% Improvements 6% r 44 • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Special Assessment CIP Fund #45 • • Actual Actual Adopted Proposed Approved Adopted Account # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • 470000 Interest 46,882 46,242 80,000 80,000 80,000 • 479000 Recovered expenditures 205,275 446 • Total Revenue 252,157 46,688 0 80,000 80,000 80,000 • 300000 Fund balance 2,174,221 1,141,713 670,000 1,600,000 1,600,000 1,600,000 Total Spec Assess CIP 2,426,378 1,188,401 670,000 1,680,000 1,680,000 1,680,000 • Notes: The Dartmouth Street project is completed and the final assessment is expected to be finalized in 1996/97. • • • • Road Bond Improvement Fund #50 • Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 470000 Interest 10,990 472000 Rentals • 474000 Bond proceeds • 478000 Other revenues • 479000 Recovered expenditures 4,114 Total Revenue 15,104 0 0 0 0 0 300000 Fund balance 194,961 0 0 0 0 0 Total Road Bond 210,065 0 0 0 0 0 • Notes: • This fund was set up to record the receipt and expenditure of road bond proceeds from the 1989 issue of road bonds. All projects have been completed however and the fund is shown for historical purposes only. • • • • • • • • • • • 45 • • • 1996/97 Adopted Budget City of Tigard, Oregon Park Levy CIP Fund #53 Actual Actual Adopted Proposed Approved Adopted r Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • 400000 Current taxes 67,111 4,500 4,500 4,500 404000 Park County Grant 6,928 • 414000 Intergovern revenues 470000 Interest 2,353 3,038 1,800 4,000 4,000 4,000 . 479000 Recovered expenditures Total Revenue 2,353 77,077 1,800 8,500 8,500 8,500 • 300000 Fund balance 69,361 67,376 57,000 158,000 158,000 158,000 Total Park Levy CIP 71,714 144,453 58,800 166,500 166,500 166,500 • Notes: it Funds were provided by th sale of Certificates of Participation in 1990 and were used to fund park improvements. Annual • interest and principal payments were budgeted in the Certificates of Participation Debt Service fund #62 and were funded by a • five year Parks Serial Levy which began in July 1991. The serial levy ended in 1994/95. Any future levy collections will be used for park projects. In 1995/96 the City received a $100,000 gift from an estate of a deaceased citizen. Such funds are intended to be used for path construction and are included in estimated beginning fund balance. City of Tigard, Oregon Library Expansion Improvement Fund #54 Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1994195 1995/96 1996/97 1996/97 1996/97 470000 Interest 1,397 • 300000 Fund balance 72,925 Total Library Expansion 74,322 0 0 0 0 0 Notes: Fund was set up to account for monies received from a private donation. Monies were used to help fund Phase II of the Library Expansion project which was completed in the 1993/94 fiscal year. 46 1996/97 Adopted Budget City of Tigard, Oregon Bull Mountain Road Improvement Fund #54 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996197 1996/97 1996/97 470000 Interest earnings 2,000 479000 Recovered expenditures 500,000 Total Revenue 500,000 0 2,000 0 0 0 300000 Fund balance 0 472,804 80,000 Total Bull Mtn Rd Improv 500,000 472,804 82,000 0 0 0 The fund will exist for the duration of the Bull Mountain Road Improvement projects. Monies were received from the County • MSTPII levy and may only be used in connection with the improvement project. The project was completed in 1995196. City of Tigard, Oregon Water Capital Project Fund #57 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 470000 Interest 7,755 31,979 35,000 35,000 35,000 35,000 • 478000 Other revenues Total Revenue 7,755 31,979 35,000 35,000 35,000 35,000 • 300000 Fund balance 625,027 632,782 650,000 701,000 701,000 701,000 Total Water Cap Projects 632,782 664,761 685,000 736,000 736,000 736,000 • Funds were transferred from the Water fund during two prior years in anticipation of funding 1/2 of the new reservoir in the Bull Mountain area. • 47 • 1996/97 Adopted Budget City of Tigard, Oregon Facility Fund #58 r Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996197 1996/97 • 470000 Interest 6,000 12,000 12,000 12,000 478000 Other revenues 100,000 100,000 135,000 135,000 Total Revenue 106,000 112,000 147,000 147,000 300000 Fund balance 0 202,700 202,700 202,700 Total Facility Fund 106,000 314,700 349,700 349,700 This fund was established during the 1995/96 budget process to set aside funds for the future expansion of City facilities. Revenue is from a $135,000 contribution from the General Fund. An annual contribution of $100,000 is anticipated for the future. City of Tigard, Oregon Metro Greenspace Fund Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 479000 Recovered expenditures 758,000 633,000 633,000 633,000 Total Revenue 758,000 633,000 633,000 633,000 300000 Fund balance Total Facility Fund 758,000 633,000 633,000 633,000 Expenditures on Greenspace land acquisition and improvements will be reimbursed by the Metropolitan Service District up to a total of $758,000. One tract of greenspace was purchased and reimbursed in May 1996 in the Bull Mountain Area known as the Fern Street Property. Additional parcels will be purchased over the next several years. 48 r (This page intentionally left blank) 1 / 1 1 1 1 1 1 1 1 . 1 1 1 I 1 1 1 I I I f p~.~~REs M EXpEN PR~~RA 1996/97 Adopted Budget City of Tigard, Oregon Program Budget Organization The bulk of the budget is made up of expenditure appropriations which are legal spending limits adopted by City Council for each program. The City of Tigard adopts and manages its budget by program. Each program is an aggregation • of budget units that are similar in nature or function. Program Function S Community Services Police Library Social/Arts Funding Park Maintenance Public Works Sewer Maintenance Street Maintenance Water Supply/Maintenance Property Maintenance Disaster Recovery Development Services Community Development Engineering Street Lights & Signals Policy & Administration City Administration Human Resources Finance Administrative Services r S Non-Departmental City-Wide Support City Attorney In addition to the five operating programs, Debt Service, Capital Improvements and Contingency Reserve are also considered separate programs providing the following functions: Debt Service includes appropriations for interest and principal on all types of debt, i.e., general obligation, special assessment and short-term debt for construction projects. Capital Improvements includes appropriations for all capital improvements expenditures. Contingency/ Reserve includes allowance for contingencies and reserves in various funds. 7 The program budget organization detail, including identification of each related budget unit and an explanation of the functions and activities, are described on the following pages. Sources of funding of each budget unit's activities within each program are described in the Program Budget Matrix in the Budget Information Section. 49 1996/97 Adopted Budget City of Tigard, Oregon • Program Budget Organization • Budget Program # Dept # Description/Program/Dept Unit # 1000 Community Services 1100 Police Administration 1110 Operations 1120 Support Services 1130 • 1400 Library Administration 1410 Readers Services 1420 Technical Services 1430 Circulation 1440 ' 1500 Social Services 1500 1600 Grounds 1600 2100 Public Works i 2100 Administration 2110 Sanitary Sewer 2120 Storm Sewer 2125 Street Maintenance 2130 • Fleet Maintenance 2150 Property Management 2160 Water 2170 Storm Cleanup 2180 r S 2200 Development Services 2200 Community Development Administration 2210 • Building Inspection 2220 • Current Planning 2230 Advance Planning 2235 Engineering 2240 Street Lights & Signals 2250 Policy & Administration 3000 3100 City Administration t Mayor & City Council 3110 • City Administration 3120 • 50 • 1996/97 Adopted Budget City of Tigard, Oregon Program Budget Organization Budget Program # Dept # Description/Program/Dept Unit # Human Resources 3130 r Risk Management 3310 Computer Systems 3220 3200 Finance • Finance 3210 Accounting 3230 • 3300 Administrative Services Office Services 3320 Records 3330 • Municipal Court 3340 4000 Non-Departmental City-Wide Support 4100 • City Attorney 4200 • 5000 Debt Service General Obligation 5100 Bancroft 5200 6000 Capital Improvements General 6100 • Sanitary Sewer 6200 Storm Sewer 6250 Water Streets 6300 Grounds 6400 • Underground Utility Water SDC Local Improvements 6500 Park Levy Improvements 6700 • Water Capital Reserve • 7000 Contingency Operating 7100 • Equipment Reserve 7200 51 1996/97 Adopted Budget City of Tigard, Oregon Expenditure Summary - By Program Actual Actual Adopted Proposed Approved Adopted Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 Community Services 5,068,119 5,656,128 6,457,962 6,974,159 6,971,659 6,971,659 • Public Works 3,058,268 4,063,574 5,388,289 5,652,794 5,481,182 5,481,182 Development Services 2,073,986 2,241,019 2,613,247 3,041,750 3,041,751 3,041,751 Policy & Administration 1,755,449 2,014,015 2,390,931 2,691,016 2,637,577 2,609,997 General Government 372,014 388,953 477,450 493,395 486,395 486,395 Total Operating Budget 12,327,836 14,363,689 17,327,879 18,853,114 18,618,564 18,590,984 • Debt Service 7,879,767 7,611,294 7,038,855 6,299,095 6,299,095 6,299,095 Capital Projects 3,579,174 2,341,906 12,838,817 15,093,450 15,275,450 15,515,450 Contingency/Reserves 607,000 1,091,375 1,268,199 1,320,000 1,320,000 1,320,000 Total Expenditures - by Program 24,393,777 25,408,264 38,473,750 41,565,659 41,513,109 41,725,529 EXPENDITURE SUMMARY - BY PROGRAM 1996/97 ADOPTED BUDGET Capital Projects 36.31% f Contingency 3.18% Debt Service, 15.15% F~~ ~k • 3eneral Govemn Community Services ° ¢F 1.19 16.78% Policy & Administration Public Works 6.47% Development Services .32% 13.60% 7 • 52 • • • 1996/97 Adopted Budget ~ City of Tigard, Oregon ~ Operating Budget History The operating budget is that portion of the budget that is appropriated for operations of the City. Included in the • operating budget are appropriations for Personal Services, Materials and Services and Capital Outlay for each • department. Debt Service, Capital Projects and Contingency reserves are not included in each departmental operating budget. Shown below is the history of the total operating budget by program component for the past five years. • Operating Budget History • 20,000,000 '•.l 18,000,000 I 16,000,000 _ • ' 14,000,000 I • 12,000,000 - - - - - - - ' t • 10,000,000 8,000,000 x • 6,000,000 -j • 4,000,000 • 2,000,000 • 92%93 93194 - i 94195 95,'96 - 96i97 • • Fiscal Year • ® Community Services ® Public Works ® Development Svcs • ® Policy & Admin ® General Government • • Fiscal Community Public Development Policy & General • Year Total Services Works Services Admin Gov't Actual 92/93 9,887,282 4,755,050 1,296,526 1,966,864 1,613,306 255,536 • Actual 93/94 12,327,836 5,068,119 3,058,268 2,073,986 1,755,449 372,014 Actual 94/95 14,363,689 5,656,128 4,063,574 2,241,019 2,014,015 388,953 Adopted 95/96 17,327,879 6,457,962 5,388,289 2,613,247 2,390,931 477,450 • Adopted 96/97 18,590,984 6,971,659 5,481,182 3,041,751 2,609,997 486,395 53 1996/97 Adopted Budget City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Total Operating Budget 1993/94 1994/95 1995/96 1996/97 1996/97 1996_/97 Personal Services • Positions 183.49 187.56 195.61 205.61 205.61 205.61 Wages 5,618,247 6,357,060 7,076,522 7,731,005 7,731,005 7,731,005 Overtime 214,685 207,330 238,660 252,113 252,113 252,113 Worker's Compensation 146,506 188,721 229,906 208,956 208,956 208,956 Payroll Taxes 461,012 545,042 609,336 686,064 686,064 686,064 Retirement 781,359 881,992 1,049,194 1,151,061 1,151,061 1,151,061 . Group Insurance 688,588 765,756 1,011,347 1,007,679 1,007,679 1,007,679 Total Personal Services 7,910,397 8,945,901 10,214,965 11,036,878 11,036,878 11,036,878 Materials & Services Water Costs 788,189 1,537,493 2,105,198 2,468,120 2,126,260 2,126,260 , Prof & Contract Services 1,193,650 1,266,610 1,694,470 1,668,587 1,669,087 1,648,807 , Repair & Maintenance 507,130 633,517 713,787 686,090 686,090 686,090 , Special Dept. Expense 149,258 146,612 202,695 183,930 354,180 354,180 Office Supplies 208,154 242,041 307,760 326,690 326,690 327,290 Advertising & Publicity 51,380 62,041 69,940 99,830 99,830 99,830 Fees/Dues/Subscriptions 80,234 93,478 112,053 133,704 126,704 126,704 Travel & Training 102,908 109,638 184,807 225,545 225,545 219,545 Fuel Expenses 0 0 0 80,350 80,350 80,350 Computer Software 0 0 0 26,150 26,150 26,150 1 Rents & Leases 23,247 21,467 40,030 36,140 36,140 36,140 ' Utilities 459,099 461,234 527,480 572,085 572,085 572,085 Insurance 132,557 162,235 165,000 176,410 176,410 176,410 Library Materials 165,733 169,232 195,000 201,000 201,000 201,000 1 Total Materials & Services 3,861,539 4,905,598 6,318,220 6,884,631 6,706,521 6,680,841 1 Capital Outlay 1 Land & Improvements 6,008 0 0 0 0 0 1 Building & Improvements 0 2,270 0 28,860 28,860 28,860 Vehicles 232,358 177,608 181,214 227,000 227,000 227,000 Office Furniture & Equip. 98,988 196,924 279,440 137,210 80,770 80,770 Computer Equipment 0 0 0 169,640 169,640 167,740 Operation Equipment 218,546 135,388 334,040 368,895 368,895 368,895, Total Capital Outlay 555,900 512,190 794,694 931,605 875,165 873,265 i I I Total Budget Unit 12,327,836 14,363,689 17,327,879 18,853,114 18,618,564 18,590,984 54 r r r r r 1996/97 Adopted Budget City of Tigard, Oregon ' 1000 Community Services Program M Community Services Police Library Social Services Grounds Arts/Events Maintenance Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996197 • # Positions 79.99 85.56 89.61 93.61 93.61 93.61 • Personal Services 3,874,317 4,315,415 4,900,415 5,292,059 5,292,059 5,292,059 Materials & Services 988,004 1,084,492 1,236,063 1,296,765 1,294,265 1,294,265 Capital Outlay 205.798 256,221 321,484 385,335 385,335 385,335 • Total Community Service - by Category 5,068.119 5,656,126 6,457,962 6,974,159 6,971,659 6,971,659 • Police 3,609,900 4,125,876 4,733,730 5,113,067 5,113,065 5,113,065 Library 975,491 1,056,693 1,225,265 1,326,714 1,326,714 1,326,714 w Social Services 51,000 60,917 86,400 85,000 82,500 82,500 Public Works - Parks 431,648 412,642 412,567 449,378 449,380 449,380 • Total Community Service - by Department 5,068,119 5,656,128 6,457,962 6,974,159 6,971,659 6,971,659 55 (This page intentionally left blank) i i 1 1 1 1 1 1 1 1 1 1 1 I I 1 1 1 1 i 1996/97 Adopted Budget ` City of Tigard, Oregon Community Service Program Police Department Police Department Administration Operations Services Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • # Positions 53.00 57.00 60.50 63.50 63.50 63.50 i Personal Services 2,899,708 3,265,608 3,718,028 4,022,415 4,022,415 4,022,415 r ~ Materials & Services 554,528 646,162 766,368 812,650 812,650 812,650 ~I Capital Outlay 155,744 214,106 249,334 278,000 278,000 278,000 • Total Police - by Category 3,609,980 4,125,876 4,733,730 5,113,065 5,113,065 5,113,065 Administration 257,268 265,740 294,110 250,378 250,378 250,378 Operations 1,955,776 2,134,275 2,780,469 3,147,240 3,147,240 3,147,240 Investigation 553,461 745,178 1,659,151 1,715,447 1,715,447 1,715,447 • Support Services 549,339 603,610 0 0 0 0 • Traffic 294,136 377,073 0 0 0 0 Total Police - by Department 3,609,980 4,125,876 4,733,730 5,113,065 5,113,065 5,113,065 56 • • • • 1996/97 Adopted Budget City of Tigard, Oregon • Police Administration - Dept. #1110 • • Program Summary • • The Chief of Police is responsible to the City Administrator for the overall operation and • administration of the Police Department. The Chief directly supervises the Public • Information/Crime Prevention Officer, a confidential administrative assistant, and two police • captains. • • 1995/96 Goals/Objectives/Accomplishments • • • Complete Automated reporting system. On-going Emphasize better communication throughout the Department. On-going • Implementation of Community Policing. On-going • Add diversity to the Department. On-going • 1996/97 Goals/Objectives • • • • Complete implementation of reorganization. • • Addition and significant remodel to the Police Department for needed additional space. • Add diversity to the Department. • Continue emphasis on inter-department communications. • • Provide training for supervisors and department managers. • • Continued emphasis on community policing. • • • Service Level Standards • • Description 1993/94 1994/95 1995/96 1996/97 • Part I&II • Reported Crime 4,202 4,506 4,916 5,235 • Population 32,145 33,430 34,279 36,042 • Calls for service/ • assistance 47,720 51,127 -32,686 -35,020 • • * Note: This does not include citations, warning, and FCR cards as in the past, as we have • changed to a new records system (PPDS), which does not track these activities, therefore the calls for service data is from the CAD (Computer Aided Dispatch System). • • • • • 57 • • • • • • 1996/97 Adopted Budget 1110' • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted • I Police Administration 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • Positions 4.00 4.00 4.00 3.00 3.00 3.00 • • Wages 162,104 152,004 182,678 153,084 153,084 153,084 • Overtime 8,377 6,795 9,100 8,000 8,000 8,000 Worker's Compensation 4,242 3,668 7,962 5,289 5,289 5,289' Payroll Taxes 13,050 12,904 15,389 13,104 13,104 13,104 • Retirement 22,522 24,184 29,722 23,522 23,522 23,522 • Group Insurance 18,071 20,868 21,407 17,799 17,799 17,799 • Total Personal Services 228,366 220,423 266,258 220,798 220,798 220,7981 • Materials & Services • • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 501 3,623 1,000 1,000 1,000 1,000 Repair & Maintenance 4,409 6,398 5,312 5,800 5,800 5,800, • Special Dept. Expense 2,191 4,051 3,590 2,200 2,200 2,200 • Office Supplies 2,813 2,672 8,230 6,100 6,100 6,100 • Advertising & Publicity 0 681 0 0 0 0 Fees/Dues/Subscriptions 631 1,263 810 1,230 1,230 1,230 • !Travel &Training 5,033 8,179 6,200 5,700 5,700 5,700 • Fuel Expenses 0 0 0 1,200 1,200 1,200 • Computer Software 0 0 0 0 0 0 • Rents & Leases 1,493 162 1,500 1,500 1,500 1,500 • Utilities 1,320 760 810 1,550 1,550 1,550 j Insurance 0 0 0 0 0 01 • Library Materials 0 0 0 0 0 0 • Total Materials & Services 18,391 27,789 27,452 26,280 26,280 26,280 • 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 & Equip. 9,463 3,785 400 3,300 3,300 3,3001 • Computer Equipment 0 0 0 0 0 01 • Operation Equipment 1,048 13,743 0 0 0 0 • • I Total Capital Outlay 10,511 17,528 400 3,300 3,300 3,300 • • • Total Budget Unit 257,268 265,740 294,110 250,378 250,378 250,378 • • • 58 • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Police Operations - Dept. #1120 • Program Summary • The Operations Division consists of three shifts operating twenty-four hours a day. The • division is the first responder to calls for service and emergencies. In addition, the Operations Division is responsible for investigating misdemeanor and class C felony crimes. Each shift is • managed by a Lieutenant who is assisted by 2 Sergeants. The Lieutenants are responsible to • the Operations Captain, who is responsible to the Chief of Police for the overall operations of the division. • • 1995/96 Goals/Objectives/Accomplishments • • Continue with implementation of problem solving/communitypolicing_ On-going • • Target specific problems in the community and tailor shift deployment to solve the target specific problems, combining police and community resources. On-going • Make responses to requests from crime/utility watch groups a very high pha tY. On-going • • Maintain high level clearance rates for those crimes investigated by the Operations • Division. On-going • Target and suppress gang activity/crime through enforcement, education, and community • involvement. On-going 1996/1997 Goals/Objectives • Continue the implementation process of Problem Solving/Community policing through • identifying crime and traffic specific problems, and forming partnerships utilizing all Community resources available to solve them. • • Maintain a high level of clearance rates of the cases investigated by the Operations Division. • • Deploy resources to achieve resolution to crime and traffic specific problems, working with • other divisions, departments, and the community to achieve the maximum crime fighting • effort. • Build a strong Management group with the reorganization of Captain and Lieutenants within the Operations Division, thereby creating a more effective and efficient Operations team. • • Maintain high visibility and continue to be responsive_to community needs and concerns. Service Level Standards • • Description 1992/93 1993/94 1994/95 1995/96 1996/97 PI & PH Offenses 4,270 4,202 4,506 4,916 5,235 Calls for Service/ Activities 44,473 47,720 51,127 '32,686 35,020 • Calls Per Officer 1,588 1,704 1,549 *871 *876 Response Time(in minutes): • Emergency 6 Non-Emergency 6-20 • * Note: This does not include citations, warning, and FCR cards as in the past as we have changed to a new • records system (PPDS), which does not track these activities. Therefore, the calls for service data is from the CAD • (Computer Aided Dispatch System). 59 • • • • • • • , 1996/97 Adopted Budget 1120 j City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted j • Police Operations 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services Positions 29.00 31.00 37.50 42.00 42.00 42.00 • Wages 1,126,772 1,249,505 1,583,747 1,829,693 1,829,693 1,829,6931: • Overtime 112,276 96,321 133,900 124,150 124,150 124,150 Worker's Compensation 38,816 40,079 81,203 79,869 79,869 79,869 ! Payroll Taxes 98,621 112,961 143,726 169,098 169,098 169,098, • Retirement 189,500 204,801 265,378 307,546 307,546 307,546' Group Insurance 118,690 136,666 193,951 193,924 193,924 193:9241 • r Total Personal Services 1,684,675 1,840,333 2,401,905 2,704,280 2,704,280 2,704,280 • Materials & Services Water Costs 0 0 0 0 0 0 Prof & Contract Services 7,672 19,088 24,580 33,675 33,675 33,675 Repair & Maintenance 57,729 77,362 82,300 67,115 67,115 67,115 Special Dept. Expense 61,174 49,469 66,860 80,790 80,790 80,790 Office Supplies 4,006 3,643 5,100 6,050 6,050 6,050 Advertising & Publicity 1,735 2,394 2,000 2,500 2,500 2,500 i Fees/Dues/Subscriptions 670 1,382 2,260 2,340 2,340 2,340 • Travel & Training 16,660 10,927 19,950 23,370 23,370 23,370 • Fuel Expenses 0 0 0 32,000 32,000 32,000 • Computer Software 0 0 0 0 0 O!, • Rents & Leases 0 337 0 0 0 0 • Utilities 4,776 6,392 6,930 11,090 11,090 11,090; • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 • II • Total Materials & Services 154,422 170,994 209,980 258,930 258,930 258,930 • Capital Outlay • • Land & Improvements 0 0 0 0 0 0 • Building & Improvements 0 0 0 0 0 0 Vehicles 87,421 72,476 126,534 130,330 130,330 130,3301 • Office Furniture & Equip. 851 3,859 3,600 0 0 0 • Computer Equipment 0 0 0 3,600 3,600 3,600 • Operation Equipment 28,407 46,613 38,450 50,100 50,100 50,100 • Total Capital Outlay 116,679 122,948 168,584 184,030 184,030 184,0301 • Total Budget Unit 1,955,776 2,134,275 2,780,469 3,147,240 3,147,240 3,147,240 • • 60 • • • • 1996/97 Adopted Budget City of Tigard, Oregon • Support Services Division - Dept. #1130 • Program Summary • • The Support Services Division consists of the Records Unit, Detectives Unit, and the Police Micro Computer Support Technician position. A Police Captain is the Services Division Commander. • The Detective Unit is responsible for investigating all serious crimes (A and B felonies) and investigations of narcotics and gang-related activity, as well as coordinating investigations with other jurisdictions that are pertinent to the City of • Tigard. School Resource Officers are responsible for gang intelligence, criminal investigations that arise with the Tigard • School District, and the DARE program aimed at helping young people resist substance abuse. The Records Unit maintains department records and is responsible for processing all records requests from department personnel, outside agencies, other jurisdictions, and the public. • • The Micro Computer Support Technician (MCST) is responsible for all computer related projects in the Police Department, including the Records Management System, interface with other computer systems, and system • management in the Police System. 1995/96 Goals /Obiectives/Ac complishments • • • Focus on investigation of serious crimes. On-going • Intelligence function on gang related crime and activity. On-going • Maintain hiah levels on clearance rates. On-going • • Improve coordination to effectively identify problem areas. On-going • • Coordinate efforts with other jurisdictions for crime control. On-going • Continue SRO Program in the school, including DARE Program. On-going • • Continue computerization /automation of police records. On-going • • Update and maintain standard operating procedures manual for Records Unit. On-going • • Organize and prioritize workload in Records Unit. On-going • • Convert all workstations in the Police Department to full Windows based PC environment. Completed • • Complete interface to WCCCA CAD system for download of computerized data for statistical analysis and • briefing log Completed • Coordinate training of all employees in Microsoft Word and PPDS conversion. Completed • • 1996/97 Goals & Objectives • Focus priority on person crimes: homicide, assault, sexual assault, and child abuse. • • Focus on major property crimes and fraud crimes with major loss value. • Develop intelligence on gang related crime and activity. • • Maintain high levels on clearance rates of crime and recovery of property. • • Coordinate efforts with surrounding jurisdictions for crime control. • Continue the SRO program in the school which includes the DARE and GREAT programs. • Complete transition to PPDS as the Records Management System for Tigard. • • Update and maintain standard operating procedures manual. • • Organize and prioritize workload. • • Continue active involvement with county wide computer projects. • Add computer resources for new positions authorized in the budget and subsequent departmental reorganization. • • Coordinate computer training for employees. • • Coordinate development of PPDS network interface. Service Level Standards Descri tp ion 1993/94 1994/95 1995/96 1996/97 PI & PH Reported Crimes 4,202 4,506 4,916 5,235 Cases Assigned Investigation 561 620 650 701 • Cases Per Investigator 82 78 81 100 Clearance Rate 60% 65% 650/6 65% Records Report Processing Time • 61 • • • i 1996/97 Adopted Budget 1130, • City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Police Support Services 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 Personal Services ~ j • ! Positions 10.33 11.34 18.00 18.50 18.50 18.50 i Wages 345,370 454,611 705,126 724,597 724,597 724,597 i Overtime 23,574 30,835 45,000 72,487 72,487 72,487 Worker's Compensation 12,679 14,659 27,386 23,745 23,745 23,745 Payroll Taxes 28,891 42,141 62,768 68,742 68,742 68,742 Retirement 53,455 69,665 116,392 124,163 124,163 124,1631 Group Insurance 38,124 48,418 93,193 83,603 83,603 83,603 r i Total Personal Services 502,093 660,329 1,049,865 1,097,337 1,097,337 1,097,337 * I Materials & Services Water Costs 0 0 0 0 0 0 i j Prof & Contract Services 494 726 356,290 368,320 368,320 368,320; • Repair & Maintenance 9,160 12,632 33,520 25,350 25,350 25,350 Special Dept. Expense 14,154 12,432 52,250 21,720 21,720 21,720 Office Supplies 2,348 4,587 42,055 41,120 41,120 41,120 Advertising & Publicity 0 74 2,300 2,500 2,500 2,5001 Fees/Dues/Subscriptions 389 327 1,255 970 970 970 Travel & Training 8,928 8,373 16,826 20,220 20,220 20,220 Fuel Expenses 0 0 0 7,500 7,500 7,500'i • Computer Software 0 0 0 13,500 13,500 13,500 i Rents & Leases 1,224 5,180 21,590 23,970 23,970 23,970j Utilities 3,178 2,280 2,850 2,270 2,270 2,270 Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 1 • Total Materials & Services 39,875 46,611 528,936 527,440 527,440 527,440 Capital Outlay i Land & Improvements 0 0 0 0 0 0 • Building & Improvements 0 0 0 0 0 0 Vehicles 7,000 33,595 36,680 56,670 56,670 56,670;. • Office Furniture & Equip. 673 4,643 0 5,000 5,000 5,000 Computer Equipment 0 0 0 16,300 16,300 16,300 Operation Equipment 3,820 0 43,670 12,700 12,700 12,7001 Total Capital Outlay 11,493 38,238 80,350 90,670 90,670 90,670 • Total Budget Unit 553,461 745,178 1,659,151 1,715,447 1,715,447 1,715,4471 62 r (This page intentionally left blank) f 1 1 1 1 i 1 I I 1 I 1 I I I • • • • 1996/97 Adopted Budget City of Tigard, Oregon • Community Services Program Library • • • • Library • • • • • Readers Technical Administration Services Services Circulation • • • • • • • • Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • # Positions 21.00 22.56 23.11 24.11 24.11 24.11 • • Personal Services 718,395 773,042 886,575 953,338 953,338 953,338 • Materials & Services 237,865 262,685 284,990 297,010 297,010 297,010 • Capital Outlay 19,231 20,966 53,700 76,365 76,365 76,365 s Total Library - by Category 975,491 1,056,693 1,225,265 1,326,713 1,326,713 1,326,713 • r Administration 921,835 215,368 247,504 254,343 254,343 254,343 Readers Services 53,656 479,904 494,637 541,384 541,384 541,384 Technical Services 109,944 126,874 145,787 145,787 145,787 Circulation 251,477 356,250 385,199 385,199 385,199 Total Library - by Department 975,491 1,056,693 1,225,265 1,326,713 1,326,713 1,326,713 • • • • 63 • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Library Administration - Dept. #1411 • • Program Summary • The Public Library acquires, organizes, and provides customer assistance in accessing • materials, data, and services to meet the in informational, educational, and recreational needs of the community. The Library Director is responsible to the City Administrator for the overall • operation of the Library. The Director also directly supervises the Department Secretary, • Senior Librarian in charge of Readers Services, Circulation Manager, Volunteer Coordinator, • Library Computer Specialist, and Technical Services Division. • 1995/96 Goals/Objectives/Accomplishments • • • Participate in decision making regarding library construction in Washington County. • Director is member of CLAB Committee assigned to planning Countywide Capital • Construction Levy. • Compile information needed to determine long-term library needs of Tigard. This information is being compiled as part of planning process for Countywide Capital • Construction Levy. • Develop a building plan. Concept drawings for constructing a library building to meet the • needs of Tigard until 2015 have been drafted by an architect. • • Keep check-in desk staffed 100 percent of the time with volunteer assistants. • Accomplished. • • Obtain and update information for Citizen Involvement Center. Accomplished. • • Continue to develop a collection of materials and information on Tigard area history. In process. • • Update the library planning document. In process. 1996/97 Goals/Objectives • • • Research and plan for implementing a library foundation. • Evaluate results of Public Internet Access grant/plan for continuation of service. • Complete Library Strategic Plan. • • Make decision on and implement course of action to provide access to computer readable databases. • Examine role of library in coordinating community cultural activities. • • Recruit skilled volunteers to fill expanding opportunities for library/community service (ex: • computer research, Internet assistance, home visitation, public relations). • • Service Level Standards • • Library Administration will ensure that all employees receive training in the provision of accurate, effective and personable customer service. • • • All customers making inquiries regarding any library service or process will receive initial • staff response within 24 hours. • 64 • • • 0 • • • 1996/97 Adopted Budget 1410 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted Library-Administration 1993/94 1994/95 1995/96 _1996/97 1996/97 1996/97 Personal Services Positions 20.00 3.10 3.10 3.25 3.25 3.25 i I Wages 520,141 116,273 115,062 124,237 124,237 124,237 • Overtime 299 520 0 0 0 0 Worker's Compensation 4,450 1,582 558 685 685 685 Payroll Taxes 41,800 10,565 9,628 10,620 10,620 10,620 • Retirement 58,586 14,916 16,109 17,393 17,393 17,3931! • Group Insurance 57,996 18,382 18,367 18,813 18,813 18,813 • • iTotal Personal Services 683,272 162,238 159,724 171,748 171,748 171,748 • Materials & Services Water Costs 0 0 0 0 0 0 Prof & Contract Services 3,030 6,220 2,450 2,000 2,000 2,000; Repair & Maintenance 3,380 3,536 5,655 8,155 8,155 8,155; Special Dept. Expense 3,686 855 1,800 1,800 1,800 1,800 • Office Supplies 34,486 22,459 28,010 22,600 22,600 22,600 • Advertising & Publicity 3,355 117 750 480 480 480 Fees/Dues/Subscriptions 658 3,189 1,755 1,700 1,700 1,700, Travel & Training 5,236 1,917 2,925 4,010 4,010 4,010 IFuel Expenses 0 0 0* 0 0 01 • Computer Software 0 0 0 0 0 0I • Rents & Leases 0 0 0 0 0 0 i . Utilities 0 17 0 0 0 0 • Insurance 0 0 0 0 0 01 • Library Materials 165,501 99 0 0 0 0 • Total Materials & Services 219,332 38,409 43,345 40,745 40,745 40,745 Capital Outlay • I I Land & Improvements 0 0 0 0 0 01 Building & Improvements 0 0 0 0 0 01 Vehicles 0 0 0 0 0 0 Office Furniture & Equip. 19,231 14,721 44,435 4,050 4,050 4,050 Computer Equipment 0 0 0 37,800 37,800 37,8001 Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 19,231 14,721 44,435 41,850 41,850 41,850 • I ' • 0 Total Budget Unit 921,835 215,368 247,504 254,343 254,343 254, 343 • • • 65 • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon A Library Readers Services - Dept. #1420 • Program Summary • Readers Services is responsible for selecting all library materials, providing professional assistance in using the library collection, accessing additional resources through interlibrary • loan and networking; collection based programming for all ages; and providing access to additional resources and information through electronic technology. • 1.995/96 Goals/Objectives/Accomplishments • Develop and implement new technologies for delivery of children's reference The • children's on-line catalog has been installed. • • Implement use of integrated (juvenile and adult) reference workstation This task has been accomplished. • • Focus on staff training in use of new technologies to enhance customer service The Readers Services staff has improved on-line catalog search strategies, has attended • introductory workshops on the Internet, and is familiar with all of our CD ROM databases. • • Develop collection based programs and lectures for adults This task has been r accomplished. • • Implement a comprehensive collection development plan The first phase of this task has been implemented. • • Improve signage. We have opted for "home-made" signage that helps patrons locate materials in the library. A more professional looking signage has been postponed until we know if we will increase the size of the library. • r 1996/97 Goals/Objectives • Continue to develop and implement new library technologies for children, young adults, and adults. • • Continue focusing on staff training in the use of new technologies to enhance customer service. • • Focus on customer service; explore concepts of internal and external customer • service concepts; explore ways to enhance the image of the Readers Services team through improved customer service. • Evaluate Tigard Library's collection using collection development plan. • • Survey business community needs; assess and evaluate findings to provide a focus for our business collection; plan for programs to serve business oriented patrons. A • Continue to develop local history collection; expand holdings by exploring microform • options. • Service Level Standards • Customers will receive accurate, effective and personable reference service within five minutes of approaching the Reference Desk. • • Staffing at the Reference Desk will reflect customer need as determined by review of library use statistics. • • The wait for access to the public library catalog and information workstations will not exceed r five minutes. • 66 • • • • 1996/97 Adopted Budget 1420 City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Library-Readers Services 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services Positions 1.00 7.03 7.03 7.55 7.55 .551 • Wages 26,457 205,805 196,558 219,191 219,191 219,191 • Overtime 0 314 0 0 0 0' • Worker's Compensation 95 926 1,016 1,004 1,004 1,004 1, • Payroll Taxes 2,390 17,027 16,448 18,999 18,999 18,999 • Retirement 3,323 20,900 27,518 30,687 30,687 30,687 Group Insurance 2,858 19,439 27,777 35,428 35,428 35,428'. • Total Personal Services 35,123 264,411 269,317 305,309 305,309 305,309 • • Materials & Services Water Costs 0 0 0 0 0 01 Prof & Contract Services 15,742 20,012 6,200 6,170 6,170 6,170 Repair & Maintenance 0 290 0 0 0 0 Special Dept. Expense 2,255 8,405 6,300 6,650 6,650 6,6501 Office Supplies 286 2,248 1,645 3,175 3,175 3,175'i Advertising & Publicity 0 3,332 5,450 6,350 6,350 6,350! i Fees/Dues/Subscriptions 6 999 1,370 1,500 1,500 1,500 • Travel & Training 12 5,030 4,355 4,010 4,010 4,0101 • Fuel Expenses 0 0 0 0 0 0' Computer Software 0 0 0 0 0 0 • Rents & Leases 0 0 0 0 0 0 ~j Utilities 0 58 0 0 0 0 Insurance 0 0 0 0 0 0 i Library Materials 232 169,133 195,000 201,000 201,000 201,000 • Total Materials & Services 18,533 209,507 220,320 228,855 228,855 228,855 • Capital Outlay • Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 560 560 560 • Vehicles 0 0 0 0 0 0 • Office Furniture & Equip. 0 5,986 5,000 6,660 6,660 6,6601 • Computer Equipment 0 0 0 0 0 0' • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 0 5,986 5,000 7,220 7,220 7,220 • I • Total Budget Unit 53,656 479,904 494,637 541,384 541,384 541,384 • • • 67 • • • • • 1996/97 Adopted Budget • • City of Tigard, Oregon • Library Tech. Services - Dept. #1430 • • • Program Summary 4b • Technical Services orders and receives all library materials, determines appropriate • placement within the library collection and processes all items as needed for use by the • public. The Technical Services staff reports to the Library Director. • • • 1995/96 Goals/Objectives/Accomplishments • • • Determine long-range staff needs for Technical Services area. Ongoing. • Work with Volunteer Coordinator to maintain volunteer staffing for Technical Services • area. Ongoing. • • Coordinate work projects with new Reader's Services staff. Ongoing. 0 • Plan and coordinate structure for ordering/cataloging of book/av. materials for other City • departments to be implemented in 1996-97 budget year. N/A. • • Training for Acquisitions Senior Library Assistant in new acquisitions module for • implementation in 1995-96 budget year. Completed January 1996. • • Train clerk. Completed. • 1996/97 Goals/Objectives • ! • • Identify options for improving efficiency in Acquisitions area of Technical Services. • • Work with Volunteer Coordinator to maintain volunteer staffing for Technical Services • area. • • Coordinate work projects with Reader's Services staff. • • Train Library Assistant. • • Training on and implementation of electronic ordering and Release 150 acquisitions • module. ! • • Service Level Standards • •1 • The time from materials selection to ordering from vendors will not exceed 90 days. • • The time from materials being received from vendors to being available for public use will • not exceed three weeks. • • • • 68 • 0 • 0 • 1996/97 Adopted Budget 1430 • City of Tigard, Oregon I • Actual Actual Adopted Proposed Approved Adopted Library-Technical Services 1993/94 1994/95 1995/96 1996/97 1996197 1996/97 Personal Services Positions 0.00 2.30 2.80 3.05 3.05 3.051 • • Wages 0 71,130 79,877 91,556 91,556 91,556 Overtime 0 577 0 0 0 0 Worker's Compensation 0 277 411 416 416 416 Payroll Taxes 0 5,884 6,684 7,936 7,936 7,936 Retirement 0 9,842 11,183 12,818 12,818 12,8181 • Group Insurance 0 9,179 13,494 17,262 17,262 17,2621 Total Personal Services 0 96,889 111,649 129,988 129,988 129,988' A Materials & Services Water Costs 0 0 0 0 0 01 Prof & Contract Services 0 1,767 3,500 3,000 3,000 3,000 Repair & Maintenance 0 0 0 0 0 0 j • Special Dept. Expense 0 0 0 0 0 0' Office Supplies 0 11,258 10,775 12,000 12,000 12,000 • Advertising & Publicity 0 0 0 0 0 0 Fees/Dues/Subscriptions 0 0 0 0 0 0 Travel & Training 0 30 950 800 800 800 • 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 0 13,055 15,225 15,800 15,800 15,8001 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 & Equip. 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 01 Total Budget Unit 0 109,944 126,874 145,788 145,788 145,7881 • 69 • • • • • • 1996/97 Adopted Budget City of Tigard, Oregon • Library Circulation - Dept. #1440 • Program Summary • • The Circulation Division of the library is responsible for checking in and out, renewing and shelving all library materials, collecting fines, issuing new library cards and answering general questions. Circulation staff also update and maintain patrons' records on the WILI computer system. The Circulation Desk is often a patron's first or last contact in the library. Circulation • • staff also track and retrieve missing library materials and collect reimbursement from patrons • for lost materials. Circulation Division is responsible for preparing the library for opening and closing. The Circulation Manager reports to the Library Director. • 1995/96 Goals/Objectives/Accomplishments • A • Install a self check-out machine to reduce amount of time patrons wait in line for service. • Self check-out machine was not approved in 95/96 budget. This goal will be carried over • into 96/97 budget. • • Reduce amount of time patron waits in line to less than 7 minutes. Additional work station was added at circulation desk to improve service and reduce patrons' wait for service. • • Fully staff Information Station with combination of staff and volunteers. Accomplished. Eight volunteers and nine staff members are currently trained to staff Information Station • during library open hours. • • Use circulation staff to provide more one-on-one assistance to patrons in using library • facilities (i.e. self check-out machine. PACs, CD ROMS, auidance in stacks, kiddie • catalog, retrieving information for reference librarians. This project is currently in the • planning stages and will be carried over into the next fiscal year as library staff expand • ways to provide convenient public access to information and resources. 1996/97 Goals/Objectives • • Install a self check-out machine to reduce amount of time patrons wait in line for service. • • Use circulation staff to provide more one-on-one assistance to patrons in using library • facilities (i.e. self check-out machine, PACs, CD ROM's, guidance in stacks, Kiddie catalog, retrieving information for reference librarians). • Coordinate bar-code reduplicating project in conjunction with Volunteer Coordinator to ensure uniform placement of all book bar-codes. • • Use circulation staff and equipment to actively publicize and promote library services, resources, programs as determined by the strategic planning process. • • Performance Standards • • • Customers will receive accurate, effective and personable assistance within five minutes • approaching the Circulation desk. • All library customers will be greeted at the Information Desk. • • Library materials will be checked in and reshelved for use by the public within 24 hours of return. 70 • • • • • • • 1996/97 Adopted Budget 1440 • City of Tigard, Oregon • • Actual Actual Adopted Proposed Approved Adopted Library-Circulation 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services Positions 0.00 10.13 10.18 10.26 10.26 10.261 Wages 0 198,462 252,089 244,436 244,436 244,43611 * Overtime 0 106 0 0 0 0 Worker's Compensation 0 1,143 1,345 1,186 1,186 1,186 Payroll Taxes 0 15,815 21,094 21,187 21,187 21,187 Retirement 0 20,468 35,292 34,221 34,221 34,221 Group Insurance 0 13,510 36,065 45,263 45,263 45,263 • • Total Personal Services 0 249,504 345,885 346,293 346,293 346,293' Materials & Services Water Costs 0 0 0 0 0 0 j Prof & Contract Services 0 0 2,500 5,070 5,070 5,070 Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 0 0 0 0 0 01 . Office Supplies 0 569 200 1,320 1,320 1,320 • Advertising & Publicity 0 278 500 770 770 770 Fees/Dues/Subscriptions 0 0 0 0 0 0 • Travel & Training 0 867 2,900 4,300 4,300 4,300 Fuel Expenses 0 0 0 0 0 0' • Computer Software 0 0 0 150 150 150', • 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 0 1,714 6,100 11,610 11,610 11,610 • 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 & Equip. 0 259 4,265 1,310 1,310 11310 Computer Equipment 0 0 0 23,920 23,920 23,920 • Operation Equipment 0 0 0 2,065 2,065 2,065 • Total Capital Outlay 0 259 4,265 27,295 27,295 27,295; Total Budget Unit 0 251,477 356,250 385,198 385,198 385 • • 71 • • (This page intentionally left blank) 1 / 1 1 1 1 1 1 1 1 1 1 1 1 I .I • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon 1500 Social Services/Arts Funding w Each year, the Budget Committee appropriates funds to support social serrvice activities that assist or • benefit Tigard citizens. This year, the committee split the requests into Social Agencies and Arts and Events. The following requests have received support in the current year and in previous years: • • • Actual Actual Adopted Request Approved Adopted • Requestor 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Community Youth Services 26,400 25,000 23,000 27,500 24,000 24,000 • WCCAO/Neighborshare 7,200 7,500 7,500 10,000 8,000 8,000 Domestic Violence/Shelter 2,000 2,000 2,250 2,100 2,100 2,100 • Interfaith Outreach 2,500 5,500 5,500 • Dial-A-Ride 1,000 1,500 1,500 1,000 1,000 1,000 Rape Crisis Center 500 500 500 500 500 • Luke Dorf 4,500 10,000 7,500 7,500 • Loaves & Fishes-Senior Center 14,400 15,000 15,000 18,000 16,000 16,000 • Total Social Services 51,000 54,000 59,750 74,600 59,100 59,100 • • Broadway Rose Theatre ' 6,500 10,000 7,500 7,500 • Fourth of July 4,000 4,000 4,000 4,000 • County Daze ' 5,000 5,000 5,000 5,000 Music in the Park 5,000 • Community Band 650 1,200 900 900 • Affairs of the Arts 500 750 500 500 • Tigard High Graduation Ceremony 500 500 500 500 • Festival of Balloons 10,000 10,000 5,000 5,000 • Total Arts/Events 0 0 32,150 31,450 23,400 23,400 • • Total Requests Granted 51,000 54,000 91,900 106,050 82,500 82,500 • The Budget committee policy is to set total events and social service appropriations at .5% of the • prior years operating budget. The policy limit for 1996/97 was $85,000. The committee granted a • total of $82,500. The Council adopted this request with the budget with no changes. • • `Requests in prior years were funded out of the Administration Budget Unit (3120). • • • • • • 72 • • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Parks - Dept. # 1600 • • Program Summary • • The Grounds Division is responsible for maintenance, repair, improvements and scheduling in • all public parks, public facility grounds and greenways. The Grounds/Streets Supervisor reports to the Property Manager who is directly responsible for the Grounds Division programs. i 1995/96 Goals/Objectives/Accomplishments • • • • Continue the maintenance program for City owned grounds and facilities. On-going. • Administer the park reservation program and make improvements where needed. On- • going. • • Continue to convert selected beds to drip irrigation as a water conservation demonstration program. On-going. • • Oversee all grounds improvements on all public property. On-going. • • Continue brush and vegetation control along City right-of ways. On-going. • • 1996/97 Goals/Objectives • • • Continue the maintenance program for City owned grounds and facilities. • • Administer the park reservation program and make improvements where needed. • • Continue to convert selected beds to drip irrigation as a water conservation demonstration program. • Oversee all grounds improvements on all public property. • • Continue brush and vegetation control along City right-of ways. • • • Service Level Standards • • • Emergency situations (i.e. water breaks, wind/winter storm, storm water incident, sewer • surcharges, etc.) that occur within normal working hours will be responded to within fifteen • minutes of notification. Situations that occur after normal working hours will be responded • to within forty-five minutes of notification. • • Respond to citizen inquires within twenty-four hours. • • Park facilities (restrooms, trash pick-up, etc.) will be maintained daily from June 1 through • September 15. • • Assist in designated community events in a manner that promotes good will between the • City and community. • • • 73 • • • • • • • 1996/97 Adopted Budget 1600 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted • Parks 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • Positions 6.00 6.00 6.00 6.00 6.00 6.001 • Wages 178,959 195,450 201,255 226,624 226,624 226,624 • Overtime 2,906 2,991 1,600 1,200 1,200 1, 200 • Worker's Compensation 10,108 10,408 17,434 10,005 10,005 10,005 • Payroll Taxes 14,480 16,739 16,974 19,747 19,747 19,747 • Retirement 22,995 24,352 26,172 27,484 27,484 27,484, • Group Insurance 26,766 26,825 32,377 31,245 31,245 31,245 • Total Personal Services 256,214 276,765 295,812 316,305 316,305 316,305 • Materials & Services • Water Costs 0 0 0 0 0 0' Prof & Contract Services 57,035 29,262 21,750 26,570 26,570 26,570 • Repair & Maintenance 76,077 76,238 67,600 62,950 62,950 62,950 • Special Dept. Expense 4,073 1,203 2,630 2,420 2,420 2,420; Office Supplies 0 1,767 0 0 0 01 Advertising & Publicity 147 455 0 200 200 200 • Fees/Dues/Subscriptions 791 887 725 980 980 980' • Travel & Training 3,693 3,680 3,165 2,955 2,955 2,955 • Fuel Expenses 0 0 0. 4,650 4,650 4,6501 • Computer Software 0 0 0 0 0 0 • Rents & Leases 2,255 639 2,000 1,190 1,190 1,190 • Utilities 540 597 435 190 190 190 • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 • Total Materials & Services 144,611 114,728 98,305 102,105 102,105 102,105, • • Capital Outlay • • Land & Improvements 0 0 0 0 0 0j • Building & Improvements 0 0 0 0 0 0 • Vehicles 18,589 13,845 0 0 0 0 • Office Furniture & Equip. 231 0 0 0 0 0'I • Computer Equipment 0 0 0 1,970 1,970 1,970 Operation Equipment 12,003 7,304 18,450 29,000 29,000 291000 • Total Capital Outlay 30,823 21,149 18,450 30,970 30,970 30,9701 • Total Budget Unit 431,648 412,642 412,567 449,380 449,380 449 380 • 74 • • • (This page intentionally left blank) 1 1 1 1 1 1 1 1 1 1 I i 199&97 Adopted Budget City of Tigard, Oregon • Public Works Program Public Works • Sanitary Street Fleet Property Adminlstralton Sewed Water LM., ntenance Maintenance Managemorri Storm Sewer Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1994195 1995196 1996/97 1996197 1996197 f # Positions 44.00 39.00 40.00 40.00 40.00 40.00 i ` Personal Services 1,320,281 1,722,899 1,947,365 1,936,813 1,936,813 1,936,813 Materials & Services 1,443,835 2,282,818 3,168,274 3,382,276 3,210,666 3,210,666 Capital Outlay 294,152 57,857 272,650 333,705 333,705 333,705 Total Public Works - by Category 3,058,268 4,063,574 5,388,289 5,652,794 5,481,184 5,481,184 Administration 119,866 165,349 223,973 229,437 229,437 229,437 • Sanitary Sewer 371,529 286,197 377,990 438,410 438,410 438,410 i Storm Sewer 275,912 247,365 333,354 385,426 385,426 385,426 • Street Maintenance 474,932 435,661 656,006 583,670 583,670 583,670 Fleet Maintenance 113,956 124,138 130,123 131,803 131,803 131,803 ` Property Management 165,786 159,808 252,192 210,144 210,144 210,144 • Water 1,536,287 2,645,056 3,244,401 3,673,904 3,332,044 3,332,044 Storm Clean up 170,250 170,250 170,250 Total Public Works - by Department 3,058,268 4,063,574 5,388,289 5,652,794 5,481,184 5,481,184 75 • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Public Works - Administration - Dept. # 2110 • • Program Summary • • The Public Works Director is responsible to the City Administrator for operation and • supervision of all infrastructure and maintenance activities which includes the maintenance of • vehicles and City facilities. Maintenance operations of sanitary sewer and storm drainage systems are funded by the 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 building maintenance activities are funded through a variety of revenue sources. • • 1995/96 Goals/Objectives/Accomplishments • • Establish long term water supply for the Tigard Water Service area. • Establish an improved network of communications to improve responsiveness to citizen inquiries. • • Assist in the completion of City wide Emergency Management Plan. • Develop and implement a uniform computer program for various operational functions. • • 1996/97 Goals/Objectives • • Increase public communication and assure adequate community involvement. • Continue exploring options in establishment of water contracts for the Tigard Water • Service area. • Continue to develop and implement a City wide Emergency Management Plan and Emergency Command Center. • • Continue to implement a uniform computer program to assist with establishing the efficient • maintenance and operational needs of the Department. • • • Service Level Standards • • • Intergovernmental Water Board agendas will be mailed to members at least one week in • advance of the meeting. Members will have materials relating to agenda items no later than • forty-eight hours prior to the meeting.. • • Emergency situations (i.e. water breaks, wind/winter storm, storm water incident, sewer surcharges, etc.) that occur within normal working hours will be responded to within fifteen minutes of notification. Situations that occur after normal working hours will be responded • to within forty-five minutes of notification. • Respond to citizen inquiries with twenty-four hours. • • Assist in designated community events in a manner that promotes good will between the • City and the community. • • 76 • • • • • • • 1996/97 Adopted Budget 21 10 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted Administration 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • Positions 2.00 2.50 3.00 3.25 3.25 3.25 • 1 Wages 56,294 106,444 122,400 142,262 142,262 142,262! • Overtime 788 1,421 450 500 500 500 Worker's Compensation 1,103 1,571 731 798 798 798 • Payroll Taxes 4,446 6,990 10,156 11,462 11,462 11,462 • Retirement 7,747 17,047 15,939 19,987 19,987 19,987 • Group Insurance 9,995 16,802 18,575 19,063 19,063 19,063 • • Total Personal Services 80,373 150,275 168,251 194,072 194,072 194,072 • • Materials & Services Water Costs 0 0 0 0 0 0 • Prof & Contract Services 14,834 3,162 1,995 13,853 13,853 13,853 • Repair & Maintenance 2,061 2,878 4,300 3,325 3,325 3,325 Special Dept. Expense 6,068 218 500 500 500 500 • Office Supplies 5,574 3,272 7,000 7,000 7,000 7,0001 Advertising & Publicity 2,578 108 350 200 200 200 Fees/Dues/Subscriptions 725 731 997 800 800 8001 • Travel & Training 5,420 3,972 8,330 6,400 6,400 6,400 • Fuel Expenses 0 0 0 500 500 500 • Computer Software 0 0 0 0 0 0 Rents & Leases 0 0 0 0 0 0 Utilities 329 258 250 280 280 280 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 37,589 14,599 23,722 32,858 32,858 32,858 • • Capital Outlay • 'I 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 & Equip. 1,904 475 23,000 0 0 0 • Computer Equipment 0 0 0 2,505 2,505 2,505 • Operation Equipment 0 0 9,000 0 0 0 • 0 Total Capital Outlay 1,904 475 32,000 2,505 2,505 .2,505 1 • 0 Total Budget Unit 119,866 165,349 223,973 229,435 229,435 229,4351 • • 77 • 0 • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Public Works - Wastewater Sanitary Sewer - Dept. # 2120 • • Program Summary • The Utility Manager is responsible to the Maintenance Services Director. The Utility Division • maintains the sanitary sewer system and its maintenance program. Maintenance standards • are established by the Unified Sewerage Agency (USA), a County wide sewer authority who • also sets sewer rates. The maintenance program includes, video inspection, line cleaning • and repair, manhole inspections and rehabilitation , record keeping and citizen complaint • response. • 1995/96 Goals/Objectives/Accomplishments • • Continued to meet American Public Works Association and Unified Sewerage Agency • standards for video inspection and line cleaning. On-going. • • Cross-train employees with Water Dept. to create a more versatile work group. Continued • the cross training between water crews and wastewater crews. • • Keep sanitary sewer surcharges below six (6) per year. Continued to provide a quality • level of service to the community. Sewer surcharges were under 6. • Purchase new Combination Sewer Cleaner. Not approved in 95/96 Budget. • Purchase Windows updated version of Hansen Maintenance Software. Completed. • 1996/97 Goals/Objectives • • Bring together Water crews & Wastewater crews to better manage the Utility Division • working under one supervisor, and continue the cross training within the division. • Continue with manhole rehabilitation and line repair programs to reduce inflow and • infiltration into sanitary system • • Work toward completion of the Hansen Software program. All data entered, with reports • and work orders being generated for Utility Division personal. • • Maintain response to all citizen concerns for help or assistance in a friendly and • professional manner • • Continue to meet American Public Works Association (APWA) and Unified Sewerage • Agency (USA) standards for video inspection, line cleaning. • Service Level Standards • • • • Emergency situations (i.e. water breaks, wind/winter storm, storm water incident, sewer • surcharges, etc.) that occur within normal working hours will be responded to within fifteen • minutes of notification. Situations that occur after normal working hours will be responded • to within forty-five minutes of notification. • • Respond to citizen inquiries within twenty-four hours. • • Water, sanitary sewer, and storm sewer lines will be located within forty-eight hours of notification. • • Annually TV inspect/clean 15,000 lineal feet of sanitary sewer lines and 12,000 lineal feet of • stormwater lines within the City to meet Unified Sewerage Agency standards. • • Assist in designated community events in a manner that promotes good will between the • City and the community. • • • 78 • • • • • • • 1996/97 Adopted Budget - - - 2120 City of Tigard, Oregon • ~ i • Actual Actual Adopted Proposed Approved Adopted Sanitary Sewer 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 Personal Services Positions 6.50 6.50 6.50 6.58 6.58 6.58 f' Wages 163,579 153,814 191,276 192,871 192,871 192,871 Overtime 342 623 500 500 500 500, • Worker's Compensation 14,837 10,817 16,512 18,455 18,455 18,455 • Payroll Taxes 14,508 14,507 16,047 16,761 16,761 16,761 • Retirement 24,493 22,529 26,849 27,072 27,072 27,0721 • Group Insurance 25,169 25,890 38,466 33,267 33,267 33,2671 Total Personal Services 242,928 228,180 289,650 288,926 288,926 288,9261 • Materials & Services Water Costs 0 0 0 0 0 01 • Prof & Contract Services 9,177 7,712 8,210 7,039 7,039 7,0391 Repair & Maintenance 42,330 39,641 43,420 30,000 30,000 30,000 • Special Dept. Expense 2,345 2,215 5,540 3,100 3,100 3,100, Office Supplies 4 53 0 200 200 200 Advertising & Publicity 58 0 0 100 100 1001 • Fees/Dues/Subscriptions 221 128 400 455 455 455 • Travel & Training 2,119 2,585 3,440 3,300 3,300 3,300 • Fuel Expenses 0 0 0 5,500 5,500 5,500 • Computer Software 0 0 0 0 0 0 Rents & Leases 381 650 2,000 1,000 1,000 1,000 • Utilities 56 180 250 190 190 190 • Insurance 0 0 0 1,000 1,000 1,000 Library Materials 0 0 0 0 0 0 Total Materials & Services 56,691 53,164 63,260 51,884 51,884 51,884 • Capital Outlay • j ICI • Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 16,771 0 0 5,000 5,000 5,000 1. • Office Furniture & Equip. 249 167 1,705 0 0 0 • Computer Equipment 0 0 0 0 0 0 • Operation Equipment 54,890 _ 4,686 23,375 92,600 92,600 92,6001 Total Capital Outlay _ 71,910 4,853 25,080 97,600 97,600 97,600 • Total Budget Unit 371,529 286,197 377,990 438,410 438,410 438,4101 • 79 • • • • • 1996/97 Adopted Budget • • • City of Tigard, Oregon Public Works - Storm Water - -Dept. #2125 • • Program Summary • The Utility Manager is responsible to the Maintenance Services Director. The Utility Division • maintains the surface storm drainage system within the City's jurisdiction The maintenance • program includes, Video inspections, line cleaning and repairs, catch basin cleaning and • construction, manhole rehabilitation, addressing citizens concerns, and records keeping. • • 1995/96 Goals/Objectives/Accomplishments • • • Improve the usage of the Hansen Software to enhance maintenance program methods • Purchased the Windows up dated version of Hansen Maintenance Software. • • Strive to achieve USA maintenance standards with an emphasis on community needs • Continuing to meet USA goals and standards for cleaning, video inspection, catch basin • cleaning. • • Cross train personnel with the Water Division so as to develop a more versatile work force • Continued the cross training of water and wastewater personal. • • 1996/97 Goals/Objectives • • • Bring together Water crews & Wastewater crews to better manage the Utility Division • under one supervisor, and continue the cross training within the division. • • Work toward completion of the Hansen Software program. All data entered, with reports • and work orders being generated for Utility Division personal. • • Continue to meet American Public Works Association (APWA) and Unified Sewerage • Agency (USA) standards for video inspection, line cleaning, catch basin cleaning, and • ditching. • • Continue to work with other departments for better mapping and drawings to help answer • customer questions and assist maintenance crews in the field. • • • Service Level Standards • • • Emergency situations (i.e. water break, wind/winter storm, storm water incident, sewer • surcharges, etc.) that occur within normal working hours will be responded to within fifteen • minutes of notification. Situations that occur after normal working hours will be responded • to within forty-five minutes of notification. • • Respond to citizen inquires within twenty-four hours. • • Water, sanitary sewer, and storm sewer lines will be located within forty-eight hours of • notification. • • Annual TV inspect/clean 15,000 lineal feet of sanitary sewer lines and 12,000 lineal feet of • stormwater lines within the City to meet Unified Sewerage Agency standards. • • Assist in designated community events in a manner that promotes good will between the • City and the community. • • 80 • • • 0 • • • 1996/97 Adopted Budget 2125 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted Storm Water 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 Personal Services • • Positions 5.50 5.50 5.50 5.58 _ 5.58 5.58 • Wages 147,528 148,098 162,237 168,598 168,598 168,598 • Overtime 171 384 300 300 300 3001 • Worker's Compensation 12,565 8,793 13,994 15,706 15,706 15,706 • Payroll Taxes 10,257 10,792 13,601 14,639 14,639 14,639 • Retirement 16,330 18,179 22,755 23,646 23,646 23,646 • Group Insurance 15,897 15,801 25,077 20,467 20,467 20,467. • • Total Personal Services 202,748 202,047 237,964 243,356 243,356 243,356, • 1 • Materials & Services • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 10,040 1,204 1,990 1,640 1,640 1,6401 • Repair & Maintenance 22,938 35,012 57,010 39,500 39,500 39,500 • Special Dept. Expense 1,642 2,015 4,780 2,550 2,550 2,550 • Office Supplies 111 29 0 200 200 200 Advertising & Publicity 0 0 0 100 100 100 • Fees/Dues/Subscriptions 0 81 285 180 180 180 • Travel & Training 845 2,026 2,500 2,250 2,250 2,2501 Fuel Expenses 0 0 0 0 0 0 • Computer Software 0 0 0 0 0 0 Rents & Leases 0 98 3,000 1,000 1,000 1,000 • Utilities 0 0 0 0 0 0 1 • Insurance 0 0 0 1,000 1,000 1,000 I', • Library Materials 0 0 0 0 0 0 • • Total Materials & Services 35,576 40,465 69,565 48,420 48,420 48,420 • Capital Outlay • Land & Improvements 1,490 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 • Vehicles 19,622 0 0 5,000 5,000 5,000 • Office Furniture & Equip. 0 167 0 0 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 16,476 4,686 25,825 88,650 88,650 88,6501 • • Total Capital Outlay 37,588 4,853 25,825 93,650 93,650 93,650 • • • Total Budget Unit 275,912 247,365 333,354 385,426 385,426 385,426 • • • 81 • • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Public Works - Streets - Dept. # 2130 • Program Summary • • The Street Division's primary functions are installation and maintenance of street and traffic • signs, installation and maintenance of guardrails and barricades, crack sealing and patching • street surfaces, grading and maintenance of rock streets and road shoulders, maintenance of • off-street bicycle paths, and installation and maintenance of street markings. This unit also • administers the contract for street sweeping services. The Grounds/Streets supervisor • reports to the Property Manager who is responsible for the Street programs. • • 1995/96 Goals/Objectives/Accomplishments • • Maintain current level of sign maintenance program. On-going. • • Improve street patching program. On-going. • • Continue to improve the crack sealing program. On-going. • • Maintain the street marking program. On-going. • • 1996/97 Goals/Objectives • • • Continue the street sign making, installation and maintenance program. • • Continue to increase the amount of street asphalt patching. • • Maintain current level of crack sealing • • Maintain current level of street marking program • • Service Level Standards • • • Emergency situations (i.e., water break, wind/winter storm, storm water incident, sewer • surcharges, etc.) that occur within normal working hours will be responded to within fifteen • minutes of notification. Situations that occur after normal working hours will be responded • to within forty-five minutes of notification. • • Respond to citizen inquiries within twenty-four hours. • • Assist in designated community events in a manner that promotes good will between the • City ad the community. • • Patch City streets an average of at least one day (24 person hours) per week on an annual • basis (270 tons of asphalt). • • • • • • • 82 • s • • • • • 1996/97 Adopted Budget 2130 • City of Tigard, Oregon I• • Actual Actual Adopted Proposed Approved Adopted • Streets 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • Positions 6.00 6.00 7.00 7.00 7.00 7.00 • Wages 178,489 161,263 223,325 218,420 218,420 218,420 • Overtime 469 1,982 2,000 2,000 2,000 2,000 • I Worker's Compensation 11,030 11,003 19,377 13,677 13,677 13,677 • Payroll Taxes 14,155 13,446 18,854 19,105 19,105 19,105 Retirement 20,009 19,590 28,775 28,823 28,823 28,8231 • Group Insurance 20,337 20,348 33,915 30,665 30,665 30,665 • Total Personal Services 244,489 227,632 326,246 312,690 312,690 312,6901 • • Materials & Services Water Costs 0 0 0 0 0 0 • Prof & Contract Services 88,471 85,428 79,950 82,680 82,680 82,680 Repair & Maintenance 108,060 108,196 131,160 137,130 13--,130 137,130 • Special Dept. Expense 1,958 1,207 2,460 4,900 4,900 4,900 • Office Supplies 0 37 0 0 0 0 • Advertising & Publicity 0 (269) 200 200 200 200'i Fees/Dues/Subscriptions 247 100 525 525 525 525 Travel &Training 1,841 1,630 2,210 3,310 3,310 3,310 • Fuel Expenses 0 0 0* 7,200 7,200 7,200 • Computer Software 0 0 0 0 0 0 • Rents & Leases 6,934 3,057 7,000 5,000 5,000 5,000 • Utilities 219 162 250 0 0 0 • Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 Total Materials & Services 207,730 199,548 223,755 240,945 240,945 240,945; • Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 19,622 0 0 20,000 20,000 20,0001 • 'Office Furniture & Equip. 0 0 1,385 0 0 0' Computer Equipment 0 0 0 2,505 2,505 2,505 Operation Equipment 3,091 8,481 104,620 7,530 7,530 7,530 • • Total Capital Outlay 22,713 8,481 106,005 30,035 30,035 30,035j Total Budget Unit 474,932 435,661 656,006 583,670 583,670 583,6701 • • • • 83 • • • • • • • • 1996/97 Adopted Budget • • City of Tigard, Oregon • Public Work - Shops and Services - Dept. #2150 • • Program Summary • The Fleet Maintenance Supervisor is responsible to the Operations Division Manager for • • organization and operation of the Fleet Maintenance Division. Major ongoing functions of • the Division are maintenance and repair of all City equipment, including cars, light and heavy • trucks, off-road equipment, and stationary power equipment; maintaining equipment records; • parts inventory control for Fleet operations; fuel storage and dispensing equipment; and • providing parts purchases and department support. • 1995/96 Goals/Objectives/Accomplishments • • • • Update inventory list and number the sixty pieces of small equipment and machinery. • • Rotate fleet equipment/vehicles and eliminate any surplus rolling stock. • • Incorporate small equipment into the computerized Fleet Maintenance program. • • • 1996/97 Goals/Objectives • Utilize the Hansen program to include part inventory control. • • Continue to rotate fleet equipment/vehicles and eliminate any surplus rolling stock • through our existing fleet replacement schedule. This is an ongoing goal for the • department. • • Perform semi-annual physical inventory counts and reconcile inventory records. • • Develop through the Hansen computer software program a preventive maintenance • schedule and record keeping system. Develop vehicle and equipment maintenance • tracking system. • • • Service Level Standards • • • Emergency situations that occurred within normal working hours, City staff will respond • within fifteen minutes of notification. • • After normal working hours, City staff will be on site within forty-five minutes of notification. • • Assist in designated community events in a manner that promotes goodwill between the City • and the community. • • • • • • 84 • • • • • • • 1996/97 Adopted Budget 2150 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted Shops and Services 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • Positions 2.00 2.00 2.00 2.00 2.00 2.001 • Wages 66,761 73,011 74,016 76,972 76,972 76,972! • Overtime 2,564 3,305 2,300 2,000 2,000 2,000 Worker's Compensation 2,191 2,731 3,586 3,772 3,772 3,772: • Payroll Taxes 5,534 6,378 6,385 6,845 6,845 6,845 • Retirement 9,395 10,297 10,684 11,056 11,056 1 1,056 • Group Insurance 10,205 11,551 11,658 10,814 10,814 10,814 • • Total Personal Services 96,650 107,273 108,629 111,459 111,459 111,459 • • Materials & Services • j Water Costs 0 0 0 0 0 0 • Prof & Contract Services 4,316 5,081 5,175 6,375 6,375 6,375 • Repair & Maintenance 7,881 10,924 8,900 7,800 7,800 7,800 Special Dept. Expense 405 248 580 500 500 500 Office Supplies 108 483 0 100 100 100 j • Advertising & Publicity 0 0 0 0 0 0 Fees/Dues/Subscriptions 578 711 2,589 1,089 1,089 1,0891 • ! Travel & Training 260 347 800 800 800 800 • Fuel Expenses 0 0 0 1,100 1,100 1,100 • Computer Software 0 0 0 0 0 0' • Rents & Leases 0 0 500 500 500 500' Utilities 225 229 250 280 280 280' • Insurance 0 0 0 0 0 0' • Library Materials 0 0 0 0 0 0 • Total Materials & Services 13,773 18,023 18,794 18,544 18,544 18,544 • Capital Outlay • Land & Improvements 0 0 0 0 0 0 • Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0i • Office Furniture & Equip. 0 299 0 0 0 0 • Computer Equipment 0 0 0 0 0 0 • Operation Equipment 3,533 (1,457) 2,700 1,800 1,800 1,800' • Total Capital Outlay 3,533 (1,158) 2,700 1,800 1,800 11800 • • Total Budget Unit 113,956 124,138 130,123 131,803 131,803 131,8031 • • • 85 • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Public Works - Property Management - Dept. # 2160 • • Program Summary • • The Property Management section is responsible for cleaning, maintenance, repair and • improvement of all City facilities. There is one Building Maintenance Specialist who reports to • the Property Manager. The major ongoing functional responsibilities are maintenance of all • city-owned buildings, including the Civic Center, Library, Niche, Maintenance Services • facilities, Water facility, Tigard Senior Center, two City owned houses , all Park buildings and • other buildings acquired by the City. • 1995/96 Goals/Objectives/Accomplishments • Continue the preventative maintenance program to preserve the City's investment in its • • facilities. On-going. • • Continue to repair City facilities as conditions warrant. On-going. • • Oversee the janitorial services throughout all City facilities. On-going. • • Oversee all building improvements and upgrades throughout City facilities. On-going. • • Respond to requests for workspace improvements and repairs, partition and furniture • moving, room set up and other similar requests for assistance. On-going. • 1996/97 Goals/Objectives • • • Continue the preventative maintenance program to preserve the City's investment in it's • facilities • • Continue to repair City facilities as conditions warrant • • Oversee the janitorial services throughout all City facilities • • Oversee all building improvements and upgrades throughout City facilities • • Respond to requests for workspace improvements and repairs, partition and furniture • moving, room set up an other similarly requests for assistance • • Service Level Standards • • • Emergency situations (i.e. water breaks, wind/winter storm, storm water incident, sewer • surcharge, etc.) that occur during normal working hours will be responded to within fifteen • minutes of notification. Situations that occur outside of normal working hours will be • responded to within forty-five minutes of notification. • • Respond to citizen inquires within twenty-four hours. • • Assist in designated community events in a manner that promotes goodwill between the City • and the community. • • • • • 86 • • • • • • 1996/97 Adopted Budget 2160 • City of Tigard, Oregon • • Actual Actual Adopted Proposed Approved Adopted Property Mgmt 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • Positions 1.00 1.00 1.00 1.00 1.00 1.00 • Wages 29,295 31,264 30,979 31,283 31,283 31,283; • Overtime 310 0 450 450 450 450 • Worker's Compensation 1,607 1,110 1,893 1,859 1,859 1,859' Payroll Taxes 2,366 2,616 2,629 2,751 2,751 2,751 • Retirement 3,860 4,297 4,400 4,443 4,443 4,443 Group Insurance 1,945 2,106 2,231 2,133 2,133 2,133 Total Personal Services 39,383 41,393 42,582 42,919 42,919 42,919 • • Materials & Services • • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 84,189 90,212 184,160 132,150 132,150 132,150, • Repair & Maintenance 20,678 21,266 23,400 23,390 23,390 23,390 • Special Dept. Expense 0 144 420 940 940 9401 • Office Supplies 0 5,658 0 0 0 0 Advertising & Publicity 0 68 250 260 260 260 Fees/Dues/Subscriptions 237 25 135 320 320 320 Travel & Training 60 93 450 610 610 610 • Fuel Expenses 0 0 0 550 550 5501 • Computer Software 0 0 0 0 0 0 • Rents & Leases 0 47 300 300 300 3001 Utilities 421 391 495 405 405 405 • j Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 Total Materials & Services 105,585 117,904 209,610 158,925 158,925 158,925. • • Capital Outlay Land & Improvements 0 0 0 0 0 0 ' Building & Improvements 0 0 0 8,300 8,300 8,300 Vehicles 20,818 0 0 0 0 0 • Office Furniture & Equip. 0 511 0 0 0 0 • Computer Equipment 0 0 0 0 0 0 • Operation Equipment 0 0 0 0 0 0 • j ~i Total Capital Outlay 20,818 511 0 8,300 8,300 8,30011 • • Total Budget Unit 165,786 159,808 252,192 210,144 210,144 210,144! • • 87 • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon Public Works - Water - Dept. #2170 • • Program Summary • The Water Division is responsible to the Maintenance Services Director. The Water Division • has the responsibility to maintain, repair, and expand the water system, while providing the ! highest quality of water to it's customers. The Tigard Water Service Area is comprised of the • cities of Durham, King City, two thirds of Tigard, and the unincorporated area (Tigard Water • District). We will continue to provide all these areas with the highest quality of maintenance • and service. • 1995/96 Goals/Objectives/Accomplishments • • Continue to develop cooperative agreements for our current water needs as well as Iona • term water supply. On-going. • • Research Well #4 pumping rights for the possibility of switching the water rights to the • Canterbury Site. On-going. • • Develop and manage the meter reading program, including setting standards for customer • service. On-going. • • Work to prepare the Menlor property for construction of a 2.5 million gallon reservoir. On- • going. • • Participate in the development and implementation of new computer programs for • maintenance to the water system. On-going. • • Provide efficient and effective maintenance of the water system. On-going. • 1996/97 Goals/Objectives • Continue to develop cooperative agreements for our long term water supply needs. • • Work to prepare the Menlor property for the construction of a 3.5 million gallon reservoir. • • Develop, implement and utilize the Hansen computer software program a preventive • maintenance schedule and record keeping system, including replacement of the existing inventory system. • Provide efficient and effective maintenance of the water system. • Service Level Standards • • • Intergovernmental Water Board agendas will be mailed to members at least one week in • advance of each meeting. Members will have materials relating to agenda items no later • than 48 hours prior to the meeting. • • Emergency situations (i.e. water break, wind/winter storm, storm, storm water incident, • sewer surcharge, etc.) that occur within normal working hours , will be responded to by City staff within fifteen minutes of notification. Emergency situations that occur after normal • working hours will be responded to within forty-five minutes of notification. • Respond to citizens inquiries within twenty-four hours. • • Read one half of customer meters monthly. Weekly reads completed by 4 p.m. on • Wednesday for billing to process. • • Customer purchased water meters will be installed within seven working days of notification • that site requirements are met. • • Water, sanitary sewer and storm sewer lines will be located within 48 hours of notification. • • Assist in designated community events in a manner that promotes good will between the • City and the community. • 88 • • • • • • • 1996/97 Adopted Budget 2170 1 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted • 1 Water _ 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • I Personal Services i • Positions 21.00 15.50 15.00 14.59 14.59 14.59 • Wages 293,273 517,479 530,764 519,024 519,024 519,0241 • Overtime 10,986 15,984 25,000 19,800 19,800 19,800 • Worker's Compensation 741 44,346 17,497 12,741 12,741 12,741 • Payroll Taxes 23,171 45,952 46,504 46,703 46,703 46,703 • Retirement 37,584 70,194 74,351 70,563 70,563 70,563: • Group Insurance 47,955 72,144 79,927 74,558 74,558 74,55811 • • Total Personal Services 413,710 766,099 774,043 743,389 743,389 743,389; • Materials & Services • Water Costs 788,189 1,537,493 2,105,198 2,468,120 2,126,260 2,126,260 • Prof & Contract Services 60,601 89,416 116,600 166,000 166,000 166,000 • Repair & Maintenance 89,919 172,409 130,700 122,400 122,400 122,4001 Special Dept. Expense 7,117 13,538 7,720 5,500 5,500 5,500 Office Supplies 17,642 5,803 6,000 5,000 5,000 5,000 Advertising & Publicity 410 989 600 17,600 17,600 17,6001 Fees/Dues/Subscriptions 2,048 6,781 6,500 5,750 5,750 5,7501 Travel & Training 4,393 5,683 5,000 5,500 5,500 5,500 • Fuel Expenses 0 0 0 13,500 13,500 13,500 • Computer Software 0 0 0 0 0 0 • l Rents & Leases 902 1,541 1,500 1,000 1,000 1,000 Utilities 15,670 5,462 7,500 18,330 18,330 18,330 Insurance 0 0 2,000 2,000 2,000 2,0001 • Library Materials 0 0 0 0 0 0 Total Materials & Services 986,891 1,839,115 2,389,318 2,830,700 2,488,840 2,488,840 • Capital Outlay • Land & Improvements 4,518 0 0 0 0 0 • Building & Improvements 0 2,270 0 0 0 0 Vehicles 34,620 0 0 10,000 10,000 10,000. • Office Furniture & Equip. 4,779 439 13,090 1,000 1,000 1,000 Computer Equipment 0 0 0 5,265 5,265 5,2651 • Operation Equipment 91,769 37,133 67,950 83,550 83,550 83,5501 • Total Capital Outlay 135,686 39,842 81,040 99,815 99,815 99,815 • Total Budget Unit 1,536,287 2,645,056 3,244,401 3,673,904 3,332,044 3,332,044 • • • 89 • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Storm Cleanup #2180 • • Program Summary • • This budget unit was created in 1995/96 to record the cost of responding to the December 12, • 1995 windstorm and the floods of February 1996. This unit is managed by the City's Public • Works Director who also serves as the Emergency Manager for the City. Most of the costs • recorded in this budget unit are expected to be reimbursed by FEMA within the next two • years. • • 1995/96 Goals/Objectives/Accomplishments • • • To respond to the events of the past fiscal year and to repair damage caused by these • events to Public property. Most damage has been repaired. Some ongoing projects • should be completed by the fall of 1996. • • • • 1996/97 Goals/Objectives • • • Complete all repair projects restoring public facilities to their pre storm condition. • • Seek reimbursement of all eligible costs from FEMA. • • • • ! • • • • • • • • • • • • • • • • • 90 • • 0 ! • ! 11996/97 Adopted Budget 2180 ! City of Tigard, Oregon • • Actual Actual Adopted Proposed Approved Adopted • Storm Cleanup _1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 ! Personal Services ! ! 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 • Worker's Compensation 0 0 0 0 0 0 Payroll Taxes 0 0 0 0 0 0 Retirement 0 0 0 0 0 0 ! Group Insurance 0 0 0 0 0 0 ! Total Personal Services 0 0 0 0 0 0 • • Materials & Services R ! Water Costs 0 0 0 0 0 0' ! Prof & Contract Services 0 0 170,250 0 0 0 • Repair & Maintenance 0 0 0 0 0 0 ! Special Dept. Expense 0 0 0 0 170,250 170,250 ! 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 O 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 0 0 170,250 0 170,250 170,250 • 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 & Equip. 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 0 0 170,250 0 170,250 170,250] • • • 91 • • (This page intentionally left blank) / 1 1 1 1 1 1 1 1 1 1 1 I 1 I I I I I 1 1 1 i / 1996/97 Adopted Budget i City of Tigard, Oregon r Development Services Program r r r r Development Services ! F ! ! Community Street Lights ! Development Engineering & Signals ! ! ! * Actual Actual Adopted Proposed Approved Adopted r♦ Acct # Description 1993/94 1994/95 1995/96 1995/96 1995/96 1995196 # Positions 33.00 35.00 37.00 41.00 41.00 41.00 Personal Services 1,566,110 1,664,307 1,908,641 2,179,480 2,179,480 2,179,480 Materials & Services 496,304 498,713 629,956 795,970 795,970 795,970 • Capital Outlay 11,572 77,999 74,650 66,300 66,300 66,300 Total Comm Development - by Category 2,073,986 2,241,019 2,613,247 3,041,750 3,041,750 3,041,750 Administration 176,478 110,202 170,349 439,350 439,350 439,350 Building Inspection 447,853 654,876 798,085 685,079 685,079 685,079 Current Planning 246,641 212,998 223,569 308,663 308,663 308,663 Long Range Planning 303,138 255,999 269,021 297,292 297,292 297,292 • Engineering 582,055 695,061 807,223 908,366 908,366 908,366 • Street Lights 317,821 311,883 345,000 403,000 403,000 403,000 Total Comm Development - by Department 2,073,986 2,241,019 2,613,247 3,041,750 3,041,750 3,041,750 s 92 r • (This page intentionally left blank) r 1 1 1 i 1 1 1 1 I I • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Community Development • • • • • Community Development • • • • • • • Building Current Long Range • Administration Inspection Planning Planning • • • • • • • • • Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1995/96 1995/96 1995/96 • • # Positions 21.00 23.00 24.00 27.00 27.00 27.00 • • Personal Services 1,024,389 1,022,657 1,210,838 1,429,249 1,429,249 1,429,249 • • Materials & Services 143,360 141,459 224,036 271,735 271,735 271,735 • • Capital Outlay 6,361 69,959 26,150 29,400 29,400 29,400 • Total Comm Development - by Category 1,174,110 1,234,075 1,461,024 1,730,384 1,730,384 1,730,384 • • Administration 176,478 110,202 170,349 439,350 439,350 439,350 • Building Inspection 447,853 654,876 798,085 685,079 685,079 685,079 • Current Planning 246,641 212,998 223,569 308,663 308,663 308,663 • Long Range Planning 303,138 255,999 269,021 297,292 297,292 297,292 • Total Comm Development - by Department 1,174,110 1,234,075 1,461,024 1,730,384 1,730,384 1,730,384 • • • • • 93 • • • • 1996/97 Adopted Budget • City of Tigard. Oregon • Community Development - Administration - Dept.#2210 • • Program Summary • The Community Development Department includes the Community Development Advanced Planning, • Current Planning, and Building Divisions. The Community Development Director is responsible for • the overall management of the functions of the department, which includes community planning; • administration of the Tigard Development Code as it applies to land development; parks planning and • development; building plan review and inspections; general economic development activities and customer service at the front counter. • 1995/96 Goal s/Objectives/Accomol ishments • • Redraft Community Development Code taking into account the need for special concern for infill and redevelopment. Initial work has been completed on identifying issues surrounding infill and • redevelopment. Extensive progress will be made during the Community Development Code • rewrite identified in 1996/97 Goals/Objectives. • • Continue to improve the quality of customer service including initial counter contact telephone • contact, and request for information. Evaluation continues on methods of improving customer • service. This includes customer evaluations and the installation of self-help materials. • • Participate in the Metro 2040 program. Staff continues to provide Council, Planning Commission, • and citizen information on the Metro 2040 program. - Staff monitors and-provides input to Metro on • the program. • 1996/97 Goals/Objectives • • Redraft the Community Development Code. Anticipate that redrafting could take up to two years • to complete. • • Initiate revisions to the Comprehensive Plan, including addressing transportation needs and • annexation policies. • • Continue to improve the quality of customer service, including initial counter contact, telephone • contact, and request for information. • • Participate in the Metro 2040 program. • Service Level Standards • • Daily Services by Development Services Technicians (DSTs) • • • Preliminary plan review • Commercial/residential - New 3-4 work days Commercial/residential - 2 -2 1/2 work days • Tenant improvement or addition • • Post plan review • Commercial/residential - New 3-4 work days • Commercial/residential - 2 -2 1/2 work days • Tenant improvement or addition • • Phone service DST phone will be staffed from 8 a.m. to 5 p.m. and equipped with a Voice Mail box to handle • overflow calls. Messages will be handled according to return call standard below: • Calls received between 8 a.m. and noon will be returned by 5 p.m. the same business day. • Calls received between noon and 5 p.m. will be returned by noon the next business day. • • Counter service • Average wait time is 3 minutes. Maximum wait time is 20 minutes in times of extreme volume • or limited coverage. • 94 • • • • I • 'I • • 1996/97 Adopted Budget 2210 • City of Tigard, Oregon • • Actual Actual Adopted Proposed Approved Adopted • Comm Dev Admin 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • 1 Positions 3.00 2.00 2.00 8.00 8.00 8.00 Wages 110,321 48,976 88,948 268,160 268,160 268,160 • Overtime 0 181 0 2,790 2,790 2,790 • Worker's Compensation 560 1,045 565 1,355 1,355 1,355 • Payroll Taxes 8,937 4,281 7,279 23,053 23,053 23,053 • Retirement 13,980 7,479 12,453 37,933 37,933 37,933 • Group Insurance 13,024 9,012 12,844 33,729 33,729 33,729 • • Total Personal Services 146,822 70,974 122,089 367,020 367,020 367,020 • • Materials & Services Water Costs 0 0 0 0 0 0 • Prof & Contract Services 7,319 19,724 25,000 16,030 18,030 16,030 • Repair & Maintenance 3,157 1,584 2,630 2,060 2,060 2,060 • Special Dept. Expense 47 1,040 0 100 100 100 ` Office Supplies 11,268 8,784 12,200 17,500 17,500 17,5001 Advertising & Publicity 75 1,180 0 600 600 600 Fees/Dues/Subscriptions 630 486 650 11,860 11,860 11,860 • Travel & Training 2,254 968 4,490 6,330 6,330 6,330 • Fuel Expenses 0 0 0 750 750 750 • Computer Software 0 0 0 0 0 0 • 1 Rents & Leases 0 0 0 0 0 0 Utilities 0 0 0 200 200 200 Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • • Total Materials & Services 24,750 33,766 44,970 55,430 55,430 55,430 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 & Equip. 4,906 5,462 3,290 8,500 8,500 8,500 Computer Equipment 0 0 0 8,400 8,400 8,400 • Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 4,906 5,462 3,290 16,900 16,900 16,900 • • Total Budget Unit 176,478 110,202 170,349 439,350 439,350 439, 350 • • • • 95 • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Community Development - Building Inspection - Dept.#2220 • Program Summary • The Building Division, part of the Community Development Department, is responsible for • reviewing plans for, issuing permits for, and inspection of construction to ascertain • compliance with the State Building Code (Title 14 of the Tigard Municipal Code [TMC]), • which adopts the State One and Two Family, Structural, Mechanical, Plumbing, and Electrical • Specialty Codes, as well as enforcement of other requirements of the Tigard Municipal Code • and Community Development Codes and ordinances. The Building Division is managed by • the Building Official and comprised of plans examiners, inspectors, and support staff. • • 1995/96 Goals/Objectives/Accomplishments • • Provide overall coordination, plans review and/or inspection services for over 3100 • building, site, electrical, plumbing, mechanical, sewer, manufactured home, and oversize • load permits. Projected to provide plans review and inspection services for over 4,000 • building, site, plumbing, mechanical, electrical, sewer, and manufactured home permits. • • Provide for collection and issuance of over 1.000 business tax licenses (new and • renewal), home occupation. sign, tree removal, and street opening permits. The duties of • the Customer Service Team have been transferred to CD Administration. • Provide customer service for all phone and counter contacts for Community Development and Engineering. The duties of the Customer Service Team have been transferred to CD • Administration. • • Provide enforcement of grading, solar access, and other related codes and ordinances. Continuing to provide enforcement in these areas. • Implement electrical program. Electrical program in operation. • • 1996/97 Goal s/Obiectives • • Provide plan review and inspection services for over 3,750 building, site, electrical, • plumbing, mechanical, sewer, and manufactured home permits. • Explore provision of "counter" plan reviews for small commercial alterations (service enhancement due to addition of Plans Examiner position). • Provide enforcement of Title 14 of the Tigard Municipal Code and other related codes and f ordinances. • Service Level Standards • • • Inspection requests received on inspec?.cn recorder by lam will be performed that day. • Single family plan review - average two weeks from receiving from Customer Service to • return to Customer Service. • • Commercial plan review - new/additions, average 4-6 weeks (large or complicated jobs • may take longer). Alterations, etc. 1-3 weeks from receiving from Customer Service to return to Customer Service. • • 96 • • • • • • • 1996/97 Adopted Budget - 2220 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted Building Inspection 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 Personal Services • Positions 8.00 11.00 14.00 11.00 11.00 11.0011 • • Wages 320,622 416,166 499,898 453,357 453,357 453,357 • Overtime 3,411 4,156 5,250 5,000 5,000 5,000 • Worker's Compensation 8,958 10,036 6,381 5,874 5,874 5,874 • Payroll Taxes 25,893 34,757 42,269 39,729 39,729 39,729 • Retirement 34,660 48,264 70,721 64,170 64,170 64,170 • Group Insurance 32,120 43,003 68,371 49,195 49,195 49,195 • I ' • Total Personal Services 425,664 556,382 692,890 617,325 617,325 617,325 • Materials & Services • j • Water Costs 0 0 0 0 0 0 • j Prof & Contract Services 1,195 12,546 40,740 15,600 15,600 15,600 Repair & Maintenance 3,197 4,041 9,300 4,220 4,220 4,220 Special Dept. Expense 5,075 7,043 12,525 10,630 10,630 10,6301 • Office Supplies 590 2,132 0 0 0 0'. Advertising & Publicity (163) 2,931 0 300 300 300' w Fees/Dues/Subscriptions 962 1,010 850 650 650 650 • Travel & Training 7,599 10,326 22,380 19,040 19,040 19,0401 • 1 Fuel Expenses 0 0 0- 3,890 3,890 3,890 • Computer Software 0 0 0 0 0 0 • Rents & Leases 0 0 0 0 0 0 Utilities 2,548 3,302 3,400 3,575 3,575 3,575 • Insurance 0 0 0 0 0 0I • Library Materials 0 0 0 0 0 0 • Total Materials & Services 21,003 43,331 89,195 57,905 57,905 57,905 • Capital Outlay • • Land & Improvements 0 0 0 0 0 0'I • j Building & Improvements 0 0 0 0 0 0! • j Vehicles 0 41,012 0 0 0 0' • Office Furniture & Equip. 1,186 14,151 16,000 5,050 5,050 5,050 t' Computer Equipment 0 0 0 4,800 4,800 4,80011 • Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 1,186 55,163 16,000 9,850 9,850 9,850] • • • Total Budget Unit 447,853 654,876 798,085 685,080 685,080 685,080 • • 97 • • • • • • • 1996/97 Adopted Budget • f City of Tigard, Oregon • Community Development - Current Planning - Dept.#2230 • • Proaram Summary The activities within the Current Planning program include conducting pre-application conferences for • zone changes, sensitive lands subdivisions, variances, planned developments, land partitions, site • design reviews, conditional uses, temporary uses, signs, sign code exceptions, land use decision • appeals to City bodies and additional coordination and review with the long range planning division of • comprehensive plan amendments and annexations. The current planning division applies, and in • certain cases updates, the Comprehensive Plan and the Community Development Code. Staff • support is provided to the Planning Commission, Hearings Officer, four CITs, two CPOs and • miscellaneous working groups. • 1995/96 Goal s/Objectives/Accom DIishments • Continue to rewrite and upgrade certain sections of the Community Development Code such as • dedication/Dolan requirements, vision clearance, process revisions, landscaping standards for • parking lots, accessory apartments and recreation areas for multi-family development. Complete • Planned Development and Temporary Use amendments. Dolan_ requirements continue being • reviewed with City Attorneys. Tree ordinance took the time from the other sections. • • Continue to improve customer service by developing printed material including maps to help • explain City process and standards. Train Development Service Technicians in providing public • information related to current planning and the application process/procedures. Complete and in • process. • • Improve quality of project review and field checking of approvals. In process; continuous effort needed. • • Review procedural provisions of development code to determine if processes can be simplified. • Chose to do during _-.:rnplete code update that will occur over the next year. • 1996/97 Goals/Objectives • • • Begin major revision of development code including procedural provisions and standards. • • Participate in producing development standards for the Triangle. • • Continue to improve and emphasize the quality of project review and field checking of approvals. • • Service Level Standards • • • Administrative Review - Director's Decisions • Site Development Review 6-8 weeks • Variance/Lot Line Adjustment 2-3 weeks • • • Hearings Review Subdivision/Conditional Use 6-8 weeks • Planning Commission (Zone Change) 6-8 weeks • Planning Commission/City Council 3-4 months • (Comprehensive Plan Amendment) • Time frames do not include call up or appeals. Time frames partially dependent on Hearing Body • schedule and project complexity. • • 98 • • • • • 1996/97 Adopted Budget 2230 • City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted • Current Planning 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • j Personal Services • Positions 5.00 5.00 4.00 4.00 4.00 4.001 • • Wages 168,715 135,691 140,525 153,399 153,399 153,3991 • Overtime 706 873 0 0 0 0 • Worker's Compensation 702 628 689 656 656 656 • Payroll Taxes 13,542 11,341 11,759 13,296 13,296 131296 • Retirement 17,579 16,792 19,674 21,476 21,476 21,476 • Group Insurance 21,592 18,959 21,051 19,506 19,506 19,506 Total Personal Services 222,836 184,284 193,698 208,333 208,333 208,3331 • Materials & Services • i • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 12,661 16,165 11,520. 85,350 .85,350 85,350 • Repair & Maintenance 310 175 680 40 40 40 • Special Dept. Expense 960 750 1,100 730 730 7301 Office Supplies 174 54 0 0 0 0 Advertising & Publicity 5,002 5,007 5,580 5,880 5,880 5,880 Fees/Dues/Subscriptions 2,302 3,538 3,560 4,090 4,090 4,0901 • Travel & Training 2,396 891 4,661 4,240 4,240 4,240,' • Fuel Expenses 0 0 0 0 0 0 • Computer Software 0 0 0 0 0 0'I • Rents & Leases 0 0 0 0 0 0 • Utilities 0 0 0 0 0 0 • Insurance 0 0 0 0 0 01 • Library Materials 0 0 0 0 0 0 • • Total Materials & Services 23,805 26,580 27,101 100,330 100,330 100,330 • 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 & Equip. 0 2,134 2,770 0 0 0 • Computer Equipment 0 0 0 0 0 0 • Operation Equipment 0 0 0 0 0 0 • • Total Capital Outlay 0 2,134 2,770 0 0 0 • • • Total Budget Unit 246,641 212,998 223,569 308,663 308,663 308 663 • • 99 • • 1996/97 Adopted Budget City of Tigard • 2235 Community Development Long Range Planning • Program Summary • Long Range Planning provides support to the City Council, Planning Commission, neighborhood and community planning organizations. The division also provides policy support to the City Administrator. Long Range Planning is responsible for: • • Monitoring and analyzing present and future physical, demographic, economic and development conditions and trends • Clarifying and recommending ways to implement shared city goals • Developing and implementing growth management and annexation programs • Maintaining, updating, and implementing Tigard's Comprehensive Plan • Conducting technical studies and special planning projects such as park and natural area planning urban design and special studies • Transportation planning • Coordination of planning issues with other jurisdictions i • Developing and maintaining city wide geographic information mapping system • 1995/96 GOALS/OBJECTIVES/ACCOMPLISHMENTS • • Work with neighborhoods to review and define city vision-, maintain compliance with the DLCD. Metro, and Tigard goals: • complete revisions of transportation. annexation: review land use: work with Metro on 2040. With the exception of the transportation update these objectives were met. Additional work is underway on the transportation element of the Comp Plan. • Significant trees: land use review: urban design. The city adopted new trees protection standards. The division participated in several land use application reviews, and made progress towards design standards forthe Tigard Triangle. . • Complete transportation systems plan: 99W study: assist in development of the Regional Transportation Plan. As a result of Metro delays, completing the transportation systems plan and assisting in development of the Regional Transportation Plan was also delayed. Results of the 99W study have been presented to the 99W Task Force. - • Develop urban service agreements: annexation plan: school capacity study,, Work continues on the urban service agreements. Washington County has developed a model agreement that is under review. The school capacity study was completed and presented to Council. A grant from the DLCD was awarded to Washington County to continue with development of an annexation plan for Tigard, Beaverton, and the special Service Districts. • Maintain (GIS) data coverage for parcel, streets, and zoning, and develop new coverages: implement ARC-View: complete Tigard Triangle study elements. Completed. ~ 1996/97 GOALS/OBJECTIVES • Assist in redrafting the Community Development Code. • Initiate revisions to the Comp Plan, including addressing transportation needs identified in the 1-5/217 Study, Hwy. 99W Access Management Study, and Tigard Transportation Systems Plan. • Initiate revisions to the Comp Plan and Community Development Code, including developing a mixed-use employment zone to implement Metro 2040 land use designation for the Tigard Triangle. Complete design standards for the Tigard Triangle. • • Participate in the Metro 2040 program, including initiating a citizen involvement process to educate and get input from the public. Update the City Council and Planning Commission on Metro 2040. • Continue to work with Washington County to transfer jurisdictional authority from the County to Tigard for all lands within city's area of interest. This would include updating annexation policies. • SERVICE STANDARDS Daily Services • Respond to customer and applicant questions regarding comp plan amendments, annexations, green spaces, park planning, historic resources, Metro 2040 issues, and other long range planning issues within 24 hours. • • Respond to staff requests for mapping and other related G.I.S. related reports within 24 hours. Long Range Services • Initiate revisions to the Comp Plan, including addressing transportation needs identified in the 1-5/217 Study, Highway 99W Access Management Study, and the Tigard Systems Plan by June, 1997. • Initiate revisions to the Comp Plan and Community Dev. Code to reflect a mixed use employment zone and the implementation of Metro 2040 land use designation for the Tigard Triangle including the design standards by 12/31/96. • Participate & represent City interests in the Metro 2040 planning process. This includes a citizen involvement process to educate r and get input from the public with a deadline for adopting necessary Comprehensive Plan and Development Code amendments • by September, 1998. • Update the City Council and Planning Commission on Metro 2040 at a minimum of once per month. • Continue to work with Washington County to transfer jurisdictional authority from the County to Tigard for designated areas within the City's area of interest with the first phases of transfer occurring in July, 1996. • Update annexation policies by March of 1997. • 100 • s • • • • • 1996/97 Adopted Budget 2235 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted • Long Range Planning 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • Positions 5.00 5.00 4.00 4.00 4.00 4.001 • Wages 170,479 160,859 149,323 175,961 175,961 175,961 • Overtime 11 0 0 1,080 1,080 1,080 • Worker's Compensation 748 676 723 734 734 734 • Payroll Taxes 13,579 13,035 12,494 15,345 15,345 15,345 • Retirement 23,233 18,873 20,905 23,576 23,576 23,576 Group Insurance 21,017 17,574 18,716 19,876 19,876 19,876 • • Total Personal Services 229,067 211,017 202,161 236,572 236,572 236,572 • • Materials & Services Water Costs 0 0 0 0 0 0 • Prof & Contract Services 63,047 30,317 48,640 40,000 - 40,000 40,000 • Repair & Maintenance 904 339 750 40 40 40 • Special Dept. Expense 4,955 1,251 5,500 9,670 9,670 9,670 • Office Supplies 0 222 0 0 0 0 • Advertising & Publicity 0 642 450 300 300 300 • Fees/Dues/Subscriptions 1,555 1,264 2,570 2,210 2,210 2,210 • Travel & Training 3,341 3,747 4,860 5,850 5,850 5,850 • Fuel Expenses 0 0 0 0 0 01 • 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 73,802 37,782 62,770 58,070 58,070 58,070 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 & Equip. 269 7,200 4,090 1,550 1,550 1,550 • 'Computer Equipment 0 0 0 1,100 1,100 1,100 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 269 7,200 4,090 2,650 2,650 2,650 • • • Total Budget Unit 303,138 255,999 269,021 297,292 297,292 297 292 • • • 101 • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Engineering - Dept. #2240 • Program Summary • • The Engineering Department is responsible for the design and construction of capital • improvement projects to be maintained by the City. Functions include facilities planning, • design, technical review, construction inspection, and record-keeping. The department is • directed by the City Engineer and each division, as described below, is directed by a Senior • Project Engineer: • • • The Capital Improvement Division manages the capital improvement program for public • streets and utilities and prepares facilities plans for future improvement needs. • • • The Development Review Division provides technical review of proposed private • development projects, issues permits for private development of public facilities, provides • inspection to assure compliance with City standards, and maintains records relating to • • public facilities. • 1995/96 Goals/Objectives/AccomDlishments • • • Complete all budgeted projects in the current capital improvement program. Projects are • on schedule. • • Complete the work of updating codes and design standards into a more user-friendly • format. The next step is to complete a review with Council of the City's policies regarding • capital improvements required of development. Due to Council's very full agenda, this • project is expected to extend into FY 1996-97. • • Develop a plan for merging existing project records and maps into computer record • systems A plan was developed and has been revised to incorporate new technology.. • • 1996/97 Goals/Objectives • • Complete all budgeted projects in the updated capital improvement program. • • Implement a plan for inputting existing as-builts and maps into computer records systems. • • Develop a long range plan for major maintenance of City streets. • Service Level Standards • • The Capital Improvement Division will manage the design and construction of numerous • improvements to streets, bridges, sanitary sewers, storm drainage, and parks while assuring • an appropriate level of public input into the development and design of each project. • The Development Review Division expects to continue with a heavy work load of private • development projects. • • Assuring that the product will be satisfactory for the neighborhood and a benefit to all • citizens that will use the facility. • • Providing consistency in requirements and guidelines; provide for continuity in • enforcement. • • Assuring a product that can be efficiently maintained by the city. • • 102 • • • • • • • 1996/97 Adopted Budget 2240 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted • Engineering 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • Positions 12.00 12.00 13.00 14.00 14.00 14.00 • • Wages 403,854 472,122 511,836 540,769 540,769 540,769 • Overtime 7,612 7,218 6,000 6,066 6,066 6,066 • Worker's Compensation 9,620 9,420 5,169 5,152 5,152 5,152 • Payroll Taxes 32,774 39,471 42,679 46,773 46,773 46,773 • Retirement 50,137 64,044 70,496 76,557 76,557 76,557 • Group Insurance 37,724 49,375 61,623 74,914 74,914 74,914 • Total Personal Services 541,721 641,650 697,803 750,231 750,231 750,231 • • Materials & Services • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 11,957 19,575 28,300 88,300 88,300 88,300 Repair & Maintenance 4,398 8,981 10,510 7,785 7,785 7,785 • Special Dept. Expense 5,364 6,241 8,110 7,560 7,560 7,560 • Office Supplies 2,858 4,088 3,850 4,250 4,250 4,250 Advertising & Publicity 5,438 0 0 0 0 0 Fees/Dues/Subscriptions 844 1,687 1,490 1,260 1,260 1,260 • Travel & Training 2,671 3,524 7,050 7,700 7,700 7,700 • Fuel Expenses 0 0 0 1,850 1,850 1,850 • Computer Software 0 0 0 0 0 0 Rents & Leases 0 0 0 0 0 0 • Utilities 1,593 1,275 1,610 2,530 2,530 2,530 Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • Total Materials & Services 35,123 45,371 60,920 121,235 121,235 121,235 • Capital Outlay • • Land & Improvements 0 0 0 0 0 0 • Building & Improvements 0 0 0 20,000 20,000 20,000 • Vehicles 0 0 18,000 0 0 0 • Office Furniture & Equip. 2,809 8,040 30,500 7,300 7,300 7,300 • Computer Equipment 0 0 0 8,700 8,700 8,700 • Operation Equipment 2,402 0 0 900 900 900 • Total Capital Outlay 5,211 8,040 48,500 36,900 36,900 36,900 • • Total Budget Unit 582,055 695,061 807,223 908,366 908,366 908,366 • • • 103 • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Street Lights & Signals-Dept. #2250 • • Program Summary • • This budget unit provides for the maintenance and energy costs for street lighting and traffic • signals on public streets. All maintenance work is done by contract and no city personnel are • funded by this budget. The Engineering Department manages this budget unit. • • 1995/96 Goals/Objectives/Accomplishments • • • Update and review inventory of existing City-owned lighting to better monitor energy and • maintenance billings. Due to Engineering staff's workload this project is expected to be • completed in 96/97. • • • 1996/97 Goals/Objectives • • • Evaluate the City's street lighting policy. • • Begin a wooden light pole replacement program. • • • • • • • • • • • • • • • • • • • • • 104 • • ! • • • 1996/97 Adopted Budget 2250 • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted • Street Lights & Signals 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • 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 • Worker's Compensation 0 0 0 0 0 0 • Payroll Taxes 0 0 0 0 0 0' • Retirement 0 0 0 0 0 0 • Group Insurance 0 0 0 0 0 0 Total Personal Services 0 0 0 0 0 O j • IMaterials & Services • • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 0 6,603 0 0 0 0 • Repair & Maintenance 12,673 22,907 45,000 93,000 93,000 93,000 • Special Dept. Expense 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 305,148 282,373 300,000 310,000 310,000 310,000 • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 317,821 311,883 345,000 403,000 403,000 403,000 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 Furniture & Equip. 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 317,821 311 883 345,000 403,000 403,000 403,000 • • 105 • • • • • • • • 1996/9 'Adopted Budget • City of Tigard, Oregon • Policy and Administration • • Policy • and Administration • • • • • • City city Administration Finance • • • • • • • • Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996197 • • # Positions 26.50 28.00 29.00 31.00 31.00 31.00 • Personal Services 1,149,689 1,243,280 1,458,544 1,628,526 1,628,526 1,628,526 • Materials & Services 561,382 650,622 806,477 916,225 919,225 893,545 Capital Outlay 44,378 120,113 125,910 146,265 89,825 87,925 • • Total Policy & Admin - by Category 1,755,449 2,014,015 2,390,931 2,691,016 2,637,576 2,609,996 • Mayor & City Council 46,979 44,365 75,821 162,272 108,832 108,832 • City Administration 321,744 356,047 378,807 415,204 415,204 415,204 Human Resources 214,427 215,194 302,855 312,206 312,206 312,206 • Visioning 1 0 0 83,480 83,480 55,900 Finance 173,147 149,241 185,416 127,303 127,303 127,303 Computer Systems 95,913 163,193 193,322 276,423 276,423 276,423 • Accounting 225,933 423,926 490,508 483,208 483,208 483,208 • Risk Management 237,945 258,291 265,820 316,663 316,663 316,663 • Office Services 236,662 191,795 234,164 207,309 207,309 207,309 Records 71,472 71,743 105,704 122,467 122,467 122,467 • Municipal Court 131,227 140,220 158,514 184,481 184,481 184,481 • • Total Policy & Admin - by Department 1,755,449 2,014,015 2,390,931 2,691,016 2,637,576 2,609,996 • • 106 • • 1996/97 Adopted Budget City of Tigard, Oregon Policy and Administration Program . City Administration Department City Administration Mayor City Human Risk Computer • and City Council Administration Resources Management Systems Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 # Positions 9.00 9.50 10.50 12.50 12.50 12.50 Personal Services 550,585 562,407 679,993 831,328 831,328 831,328 Materials & Services 350,481 384,466 493,397 623,810 626,810 601,130 Capital Outlay 15,942 90,217 43,235 111,110 54,670 52,770 Total City Admin - by Category 917,008 1,037,090 1,216,625 1,566,248 1,512,808 1,485,228 Mayor & City Council 46,979 44,365 75,821 162,272 108,832 108,832 City Administration 321,744 356,047 378,807 415,204 415,204 415,204 Human Resources 214,427 215,194 302,855 312,206 312,206 312,206 • Visioning 83,480 83,480 55,900 . Risk Management 237,945 258,291 265,820 316,663 316,663 316,663 Computer Systems 95,913 163,193 193,322 276,423 276,423 276,423 Total Ctty Admin - by Department 917,008 1,037,090 1,216,625 1,566,248 1,512,808 1,485,228 107 • • 1996/97 Adopted Budget City of Tigard, Oregon • • Actual Actual Adopted Proposed Approved Adopted • Policy & Administration 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 Personal Services • Positions 9.00 9.50 10.50 12.50 12.50 12.50 • • Wages 398,231 421,152 481,483 600,255 600,255 600,255 • Overtime 826 3,136 2,470 2,470 2,470 2,470 Worker's Compensation 1,986 1,796 2,667 3,233 3,233 3,233 Payroll Taxes 30,061 33,926 39,440 50,389 50,389 50,389, Retirement 53,810 46,754 64,613 82,785 82,785 82,785 Group Insurance 65,671 55,643 89,320 92,196 92,196 92,196 • • Total Personal Services 550,585 562,407 679,993 831,328 831,328 831,328 • Materials & Services • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 98,205 96,438 148,760 .167,955- 170,955 150,675 Repair & Maintenance 10,931 4,665 13,610 34,835 34,835 34,835 Special Dept. Expense 19,803 24,040 19,755 21,645 21,645 21,645 • Office Supplies 17,143 24,095 26,625 57,365 57,365 57,965 Advertising & Publicity 30,903 35,689 45,300 54,780 54,780 54,780 Fees/Dues/Subscriptions 19,725 15,351 28,982 34,550 34,550 34,550 Travel & Training 21,214 21,744 46,865 79,150 79,150 73,150 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 0 209 500 1,120 1,120 1,120 Insurance 132,557 162,235 163,000 172,410 172,410 172,410 Library Materials 0 0 0 0 0 0 • Total Materials & Services 350,481 384,466 493,397 623,810 626,810 601,130 • 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 & Equip. 15,942 90,217 43,235 72,735 16,295 16,295 Computer Equipment 0 0 0 38,375 38,375 36,475 r Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 15,942 90,217 43,235 111,110 54,670 521770 • Total Budget Unit 917,008 1,037,090 1,216,625 1,566,248 1,512,808 1,485 228 • • • 108 • • • • 1 1 1 1 1 1 r r r (This page intentionally left blank) M f • • • • • • • • • • • • • r • • • • • • • • • • • • • • • 1996/97 Adopted Budget 40 City of Tigard, Oregon • Mayor & City Council - Dept.#3110 Program Summary • • The Mayor and City Council members are elected from the City at large. • The Mayor and City Council exercise all discretionary powers of the City, both legislative and executive, and exercise control over the City Administration, through the City Administrator. • • The Council, with advice from the Budget Committee, determines how much shall be spent for • what purposes, including responsibilities as the Local Contract Review Board. • 1995/96 Goals/Objectives/Accomplishments • • • Secure a long-term water supply to the citizens of the Intergovernmental Water Agenck In • process. • • Develop a long-term financial plan, with a greater emphasis on infrastructure needs through the • implementation of a long-term capital improvement program. 0 • Improve the effectiveness of the Citizen Involvement Teams (CITs). Changes were made to • improve communication. • Complete a transportation study with a focus on implementation. In process. • Participate in the 1-5/Highway 217-Subarea Plan and 99W-analysis. -in process. • Review the Development Code to increase buffering for protection of existing and future 0 residential neighborhoods which will abut new commercial development. In process. • • Complete inventory of Goal 5 resources and review options for greater protection. In process. • • Actively promote the City of Tigard as a Planned Economic Activity Center within the 2040 Plan. • In process. • Council will continue to look for ways to address needs of Tiigard's youth. Working with • Community groups; established Youth Services Officer in Police Department. • • Continue to support the downtown revitalization efforts of the Downtown Merchant's Group, On- • going. • 1996/97 Goals/Objectives • • April 1996: Participate in Youth Center Study (of private interest groups), consider the results, • and determine City position on developing a youth center. • April 1996: Present plan to Improve media relations. • • May 1996: Resolve the issue of authority and areas of responsibility for the Planning Commission and Citizen Involvement Teams. • June 1996: Develop long-range and short-range space plans & evaluate funding alternatives. • July 1996: Conduct Charter review for November 1996 election. • September 1996: Develop long-term computer system (hardware, software). Provide public • access to information. • September 1996: Develop a plan to address the problems of Tigard's homeless. • September 1996: Finalize long-range plans for Cook Park. • • November 1996: Explore the development of an Employee Wellness Program. • • January 1997: Integrate Council into City Computer system. • • June 1997: Conduct Visioning process. • • Ongoing: Consider issues of affordable housing. • • Ongoing: Support passenger rail service planning through Tigard. • 109 • r • • • • • 1996/97 Adopted Budget 3110 City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted • Mayor & City Council 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 i Personal Services ! S Positions 0.00 0.00 0.00 0.00 0.00 0.00 Wages 7,020 6,600 6,600 11,400 11,400 11,400 Overtime 0 0 0 0 0 0 • Worker's Compensation 104 101 25 38 38 38 ! Payroll Taxes 520 1,159 553 988 988 988 • Retirement 0 0 0 0 0 0 • Group Insurance 22,180 20,691 34,183 31,311 31,311 31,311 • Total Personal Services 29,824 28,551 41,361 43,737 43,737 43,737 j • Materials & Services ` Water Costs 0 0 0 0 0 0 Prof & Contract Services 320 238 3,065 18,650 _21,650 21,650 • Repair & Maintenance 50 72 750 900 900 900 • Special Dept. Expense 489 1,424 1,820 2,520 2,520 2,520 • Office Supplies 2,942 3,295 4,500 4,500 4,500 4,500 Advertising & Publicity 4,093 3,276 4,800 4,500 4,500 4,500 ! Fees/Dues/Subscriptions 1,357 1,217 1,975 2,025 2,025 2,025 • Travel & Training 6,411 5,494 14,180 14,000 14,000 14,000 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 84 250 440 440 440 Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 Total Materials & Services 15,662 15,100 31,340 47,535 50,535 50,535 • 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 & Equip. 1,493 714 3,120 64,500 8,060 8,060 Computer Equipment 0 0 0 6,500 6,500 6,500 • Operation Equipment 0 0- 0 0 0 0 • Total Capital Outlay 1,493 714 3,120 71,000 14,560 14,560 • • Total Budget Unit 46,979 44,365 75,821 162,272 108,832 108 832 • 110 • • • • • 1996/97 Adopted Budget City of Tigard, Oregon • City Administration - Dept.#3120 • • Program Summary City Administration provides support to the council and is responsible for the overall operation of the ! city by: • • Enforcing City laws and applying Council policy. • Expending funds as authorized by the Council in the budget. • • Recommending policy for position or action to Council on legislative, financial programs, capital • improvements, employment services, and other matters as requested. • • Investigating and acting on complaints. • Providing assistance to City Council in meeting preparation, creating minutes, meeting follow-up, and ordinance codification. • Responding to requests pertaining to Council process and record. • Coordinating local elections. • Maintaining professional community and business relationships with organizations, elected officials, outside agencies and others. • • Coordinating special events. ! • Providing and printing information for distribution to the.citizens. ! • Responding to media requests for information and informing the media of city issues. 1995/96 Goals/Objectives/Accomplishments • • Assist Council and support staff as they work to realize the Council's 1995/96 Goals and Objectives. On-going. ! • Provide Council with timely, accurate information on a regular basis On-going. • • Serve as a liaison for all aspects of Ci business between the citizen and their Ci 0 government. On-going. • • Communicate with City staff Council policy decisions and provide meeting follow-up information • On-going. 0 1996/97 Goals/Objectives • • Assist Council and support staff as they work to realize the Council's 1995/96 Goals and • Objectives. ! • Provide Council with timely, accurate information on a regular basis. • • Serve as a liaison, for all aspects of City business, between the citizenry and their City • government. • • Communicate with City staff Council policy decisions and provide meeting follow-up information. ! Service Level Standards • Council packets completed and distributed one week prior to council meeting • Council follow-up (draft minutes, post ordinances, distribute documentation, write and mail letters) completed within 5 days after Council meeting. • • Maintain tentative agendas; distribute revised versions on a monthly basis. • • Return phone calls same day as received. • • Distribute routine correspondence to Council twice weekly. • • Produce and coordinate production of Cityscape once a month. • • • 0 ! • • 1996/97 Adopted Budget j 0 City of Tigard, Oregon I • Actual Actual Adopted Proposed Approved Adopted City Administration 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 j • Personal Services i • Positions 4.00 4.00 4.00 4.50 4.50 4.501 • Wages 181,351 203,535 202,456 234,175 234,175 234,175 • Overtime 64 3,049 2,470 2,470 2,470 2,470 • Worker's Compensation 926 846 1,235 1,295 1,295 1,295 • Payroll Taxes 13,473 16,628 16,092 18,858 18,858 18,858 • Retirement 25,167 25,346 28,690 33,130 33,130 33,130 • Group Insurance 18,802 15,374 18,452 20,686 20,686 20,686 Total Personal Services 239,783 264,778 269,395 310,614 310,614 310,614 • Materials & Services • 1 • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 9,624 14,821 14,400 18,250. 18,250 18,2501 ! Repair & Maintenance 3,955 2,282 3,960 3,455 3,455 3,4551 Special Dept. Expense 15,411 18,617 9,750 10,100 10,100 10,100 • Office Supplies 4,819 9,433 6,800 8,300 8,300 8,300 • Advertising & Publicity 26,810 30,207 40,500 45,930 45,930 45,9301 Fees/Dues/Subscriptions 11,128 4,161 7,377 3,295 3,295 3,295 Travel & Training 7,071 4,602 14,335 11,580 11,580 11,580 • Fuel Expenses 0 0 0 0 0 01 • Computer Software 0 0 0 0 0 0 Rents & Leases 0 0 0 0 0 01 ` Utilities 0 125 250 680 680 680i Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 O Total Materials & Services 78,818 84,248 97,372 101,590 101,590 101,590; 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 & Equip. 3,143 7,021 12,040 2,100 2,100 2,100 • Computer Equipment 0 0 0 900 900 900 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 3,143 7,021 12,040 3,000 3,000 3,000 ! Total Budget Unit 321,744 356,047 378,807 415,204 415,204 415,204 • • • • 112 • • • 1996/97 Adopted Budget City of Tigard, Oregon • Human Resources - Dept. #3130 Program Summary • The Human Resources Department is responsible for providing a comprehensive human resource management system which attracts and retains the best qualified personnel, and provides the City managers with the support and tools to manage their personnel resources effectively and efficiently in • accomplishing City goals. This includes providing a basic framework of human resource management • practices which comply with local, state and federal laws including recruitment, interviewing, testing, i outreach, classification, compensation, personnel rules and regulations, personnel records, human • resource information systems, and related services. The Human Resources Department also provides • those services and programs aimed at improving the work environment and enhancing labor and management relations including equal opportunity and affirmative action, new employee orientation, • collective bargaining negotiations, contract administrative and dispute resolution, exit interviews, award/recognition programs, employee communications/publications, strategic planning, benefits • administration, performance appraisal system, wellness program, and other related employee • programs. Finally, Human Resources provides training and organizational development programs and • services through a city wide training program, supervisor's training program, executive development programs, career planning and related services. • • 1995/96 Goals/Objectives/Accomplishments • • Develop organizational productivity and capacity through research and implementation of new or • revised practices. Ongoing • • Build employee effectiveness productivity and capacity through skill building and training Goal • deferred to 1996/97. • • Ongoing review of recruitment and selection practices to ensure fair and successful selection of • new employees. Ongoing. • • Review the City's personnel policies and procedures implementing required changes and the workforce as necessary. Process began in 1995/96 and will continue through 1996/97. • 1996/97 Goals/Obiectives • • Develop and implement a comprehensive curriculum of on-site training programs for the general • workforce aimed at enhancing effectiveness and improving skills • Evaluate needs and establish a Human Resource Information System to provide a data base of • information regarding employees, positions, and personnel services. • • Evaluate, design and implement an updated City wide performance management system • • Design and implement a City wide Wellness Program • • Revise and update the New Employee Orientation Program • Evaluate administration and services within the benefits program area Service Level Standards • Job vacancies will be advertised within 14 days of receipt of request to hire from appointing department. • New employees will receive City orientation (benefits/City policies) within 10 days of their first day of work. • • Personnel Action Forms will be reviewed, processed and submitted to Finance (Payroll) within 4 days of receipt. • Determinations on requests for a position classification review will be made within 3 weeks of the receipt • of the request. • • Employees will receive a return call from Human Resources within 24 hours of receipt on all questions • pertaining to benefits, personnel rules, personnel procedures, etc. • • • 113 • • • • • • • • ! 1996/97 Adopted Budget 3130 • City of Tigard, Oregon • • Actual Actual Adopted Proposed Approved Adopted Human Resources 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services Positions 2.50 3.00 3.00 3.50 3.50 3.501 • f Wages 109,504 122,410 123,034 154,159 154,159 154,159 • Overtime 186 87 0 0 0 0 • Worker's Compensation 427 445 585 795 795 795 • Payroll Taxes 9,653 9,702 10,295 13,163 13,163 13,163 • Retirement 17,425 14,041 17,225 21,582 21,582 21,582 Group Insurance 11,630 10,129 16,361 15,722 15,722 15,722 • Total Personal Services 148,825 156,814 167,500 205,421 205,421 2057421 • Materials & Services i Water Costs 0 0 0 0 0 0 Prof & Contract Services 53,449 37,689 100,510 42,550 42,550 42,550 • Repair & Maintenance 122 674 150 500 500 500 + Special Dept. Expense 3,463 3,880 8,185 9,025 9,025 9,025 • Office Supplies 4,308 4,155 9,125 16,800 16,800 16,800 • Advertising & Publicity 0 1,519 0 0 0 0 • Fees/Dues/Subscriptions 803 1,162 1,455 4,255 4,255 4,255 • Travel & Training 1,994 5,906 7,930 28,655 28,655 28,655 • 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 64,139 54,985 127,355 101,785 101,785 101,785 • • 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 S Office Furniture & Equip. 1,463 3,395 8,000 2,000 2,000 2,000 Computer Equipment 0 0 0 3,000 3,000 3,000 • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 1,463 3,395 8,000 5,000 5,000 5,000 • Total Budget Unit 214,427 215,194 302,855 312,206 312,206 312 206 • • • • 114 • • • • • 1996/97 Adopted Budget • • City of Tigard, Oregon • Visioning-Dept. #3140 • Program Summary • • This budget unit provides for the cost of a comprehensive visioning process for the City. This • process is expected to result in a set of visions about the City's future. Citizens will be • involved in every step of the process. We will devise methods to determine what they want • their community to be in the future and devise strategies to move in that direction. • • This process is being managed out of the City Administrator's office with joint efforts by the • Assistant to the City Administrator and the Senior Management Analyst. • • 1995/96 Goals/Objectives/Accomplishments • • • This program gained approval late in 1995/96. • • • 1996/97 Goals/Obiectives • • • To develop a blueprint of desired long term results that provide a guide for current y decisions. • • To develop opportunities to involve a broad range of community participants in setting the • course for the future. • • Develop opportunities for the schools, business community, service clubs and others to • define their roles in providing services to citizens. • • To seek direction from the community in setting Council and Staff priorities. • • • • • • • • • • • • • • • • • 115 • • • • ! • • 1996/97 Adopted Budget 3140 • City of Tigard, Oregon ! Actual Actual Adopted Proposed Approved Adopted • Visioning 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services Positions 0.00 0.00 ! 0.00 0.00 0.00 0.00 I ! Wages 0 0 0 0 0 0' • Overtime 0 0 0 0 0 0 • Worker's Compensation 0 0 0 0 0 0 • Payroll Taxes 0 0 0 0 0 0 Retirement 0 0 0 0 0 0 Group Insurance 0 0 0 0 0 0 • Total Personal Services 0 0 0 0 0 0 • Materials & Services • • Water Costs 0 0 0 0 0 0 ! Prof & Contract Services 0 0 0 _ 49,780 .49,780 29,500 • Repair & Maintenance 0 0 0 0 0 0 ! Special Dept. Expense 0 0 0 0 0 0 • Office Supplies 0 0 0 18,800 18,800 19,400 • Advertising & Publicity 0 0 0 4,000 4,000 4,000 • Fees/Dues/Subscriptions 0 0 0 0 0 0 • Travel & Training 0 0 0 9,000 9,000 3,000 ! 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 0 0 0 81,580 81,580 55,900 • • 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 & Equip. 0 0 0 0 0 0 • Computer Equipment 0 0 0 1,900 1,900 0 • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 0 0 0 1,900 1,900 0 • 900 Total Budget Unit 0 0 0 83,480 83,480 55, ! • 116 • ! • • • 1996/97 Adopted Budget City of Tigard, Oregon • Risk Management - Dept. # 3310 • Program Summary • The Senior Analyst/Risk Manager is responsible to the City Administrator for the following areas: • Risk Management - coordinating a City-wide program - this focus has resulted in a proactive approach in the protection of City assets from losses that would unduly impact the City's operations and its financial integrity; • • Solid Waste - a joint effort is being made by the City and Washington County in an attempt to take a proactive • approach to the significant changes occurring in the solid waste industry and meeting the Metro-wide Waste • Reduction Goals - managing the City's franchise haulers, ordinance compliance, and citizen complaints; • • Special Projects - available for projects for the City Administrator (i.e. ADA coordinator, visioning process, emergency operations plan review). • 1995/96 Goals/Objectives/Accomplishments • • • Risk Management - review & update all coverage's - update staff training in safety areas - develop & implement • Drug/Alcohol testing policy and drug/alcohol misuse prevention prsgram by all CDL drivers. On-Going. • • Solid Waste - review Franchised Haulers issues and make recommendations to Council work with Tigard • businesses to develop Commercial recycling recommendations to be submitted to Metro, and achieve Waste • Reduction Plan for year 1 of Metro's second 5 year plan. On-going. • • ADA Compliance - update American Disability Act (ADA) compliance plan for facilities programs and services In process. • • Special Projects - emergency operations plan review. Completed. • 1996/97 Goals/Objectives • • In all areas of responsibility, the focus for the next year will be to maintain and update internal systems. • Risk Management Review & update all coverage's - update staff training in safety areas. • • Solid Waste Review Franchised Haulers issues and make recommendations to Council, • work with Tigard businesses to develop Commercial recycling program, and • achieve Waste Reduction Plan for year 2 of Metro's second 5 year plan • • Special Projects Visioning, manage ADA complaints for facilities & programs, emergency • operations plan review, etc. • Service Level Standards • • • Review, investigate and turn over to the appropriate insurer within 24 working hours of any claim received. • • Insurance policies - review and purchase conducted annually. • - Workers Comp - April 1 through June 30 - All other lines of coverage - February 1 through April 30 • • Safety Committee Coordination - meet monthly and ensure follow-up on Safety Committee recommendations. • • Respond to Solid Waste citizen complaints on a first come, first served basis. • • Coordinate review of Haulers annual financial reports March through May. • • Return phone calls same day as received. • • Correspondence within 5 working days from receipt. • • Emergency Management Plan update to be completed by 4/1/96. • • Investigate ADA all complaints filed with the City and respond, with findings, no later than 30 days after filing on ADA- related issues. • • i • 117 • • • • • • • • 1996/97 Adopted Budget 3310 • City of Tigard, Oregon • • Actual Actual Adopted Proposed Approved Adopted • Risk Management 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • Positions 1.50 1.50 1.50 2.00 2.00 2.00 • • Wages 68,987 60,311 65,794 81,972 81,972 81,972 • Overtime 93 0 0 0 0 0 • Worker's Compensation 368 288 426 472 472 472 • Payroll Taxes 4,089 4,152 5,505 7,105 7,105 7,105 • Retirement 7,069 6,826 9,211 11,476 11,476 11,476 • Group Insurance 9,792 7,405 8,504 12,908 12,908 12,908 • • Total Personal Services 90,398 78,982 89,440 113,933 113,933 113,933 • • Materials & Services • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 6,235 9,802 4,505 13,505 13,505 13,505 • Repair & Maintenance 123 575 150 0 0 0 • Special Dept. Expense 0 0 0 0 0 0 • Office Supplies 1,801 1,674 2,500 3,400 3,400 3,400 • Advertising & Publicity 0 129 0 200 200 200 • Fees/Dues/Subscriptions 1,920 1,768 1,550 1,520 1,520 1,520 • Travel & Training 4,149 3,126 3,175 5,895 5,895 5,895 • '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 132,557 162,235 163,000 172,410 172,410 172,410 • Library Materials 0 0 0 0 0 0 • Total Materials & Services 146,785 179,309 174,880 196,930 196,930 196,930 • 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 & Equip. 762 0 1,500 3,625 3,625 3,625 • Computer Equipment 0 0 0 2,175 2,175 2,175 • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 762 0 1,500 5,800 5,800 5,800 • • • Total Budget Unit 237,945 258,291 265,820 316,663 316,663 316 663 • • • 118 • • • ! • 1996/97 Adopted Budget City of Tigard, Oregon • Network Services - Dept. #3220 • • Program Summary • • • The Network Services Department is responsible for providing and maintaining connectivity, • system software, and hardware to computer users citywide. The Network Service Director is • responsible to the City Administrator for the overall operation and administration of the Network • Services Department. The Director directly supervises the Network Technician and the Telecom • Analyst. The Network Technician is responsible for providing software and hardware support to the ! individual users throughout the City, installation of new software, maintenance of existing software and hardware. The Telecom Analyst is responsible for the City telephone system and liaison with • GTE. • • 1995/96 Goals/Objectives/Accomplishments • • Complete conversion of old network infrastructure. Project substatially completed_ • • Train City employees in the use of Windows software. On-going. • • Replace obsolete workstations and servers. Each budget cycle, older machines are ! replaced. • • Improve network reliability. Substantially complete with upgraded servers and network • software. • • • 1996/97 Goals/Objectives ! • • Continue employee training as required. • • Integrate the City into the State and Internet E-Mail network. ! • Implement more efficient E-Mail and Fax systems. ! • Install Network Management system • • Continue to provide and improve user support. • • Provide expanded use of GIS information. ! • • • Service Level Standards • • Description 1993/94 1994/95 1995/96 1996/97 • Network Uptime N/A N/A 96% 98% • • Network Traffic N/A N/A 300,000' 500,000' • Problem Response Time N/A N/A 4 hours 3 hours • • ' Measured in data packets per day. • • 119 ! • ! • • • 1996/97 Adopted Budget 3220 i • City of Tigard, Oregon ! Actual Actual Adopted Proposed Approved Adopted • Network Services 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • 'Personal Services i Positions 1.00 1.00 2.00 2.50 2.50 2.50 • Wages 31,369 28,296 83,599 118,549 118,549 118,549 • Overtime 483 0 0 0 0 0 Worker's Compensation 161 116 396 633 633 633 ! Payroll Taxes 2,326 2,285 6,995 10,275 10,275 10,275 ! Retirement 4,149 541 9,487 16,597 16,597 16,597 • Group Insurance 3,267 2,044 11,820 11,569 11,569 11,569 • Total Personal Services 41,755 33,282 112,297 157,623 157,623 157,623' • • Materials & Services II• • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 28,577 33,888 26,280 25,220 25,220 25,220 • Repair & Maintenance 6,681 1,062 8,600 29,980 29,980 29,980 • Special Dept. Expense 440 119 0 0 0 0 • Office Supplies 3,273 5,538 3,700 5,565 5,565 5,565 • Advertising & Publicity 0 558 0 150 150 150 Fees/Dues/Subscriptions 4,517 7,043 16,625 23,455 23,455 23,455 • Travel & Training 1,589 2,616 7,245 10,020 10,020 10,020 • 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 45,077 50,824 62,450 94,390 94,390 94,390 • 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 & Equip. 9,081 79,087 18,575 510 510 510 ! Computer Equipment 0 0 0 23,900 23,900 23,900 Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 9,081 79,087 18,575 24,410 24,410 24,410 • Total Budget Unit 95,913 163,193 193,322 276,423 276,423 276,423 • • • • 120 • ! • • • • • • • • • • • • • • • • • (This page intentionally left blank) • • • 1 / 1 1 1 1 1 1 1 1 1 1 1 1 I I i • • • • • 1996,97 Adopted Budget City of Tigard, Oregon • Policy and Administration Program • Finance Department • • • • • Finance • • • • • • • • Administrative Accounting Services • • • • • • • • • Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1993/94 1995/96 1995/96 1995/96 1995196 • • • # Positions 17.50 18.50 18.50 18.50 18.50 18.50 • • Personal Services 599,104 680,873 778,551 797,199 797,199 797,199 Materials & Services 210,901 266,156 313,080 292,415 292,415 292,415 • Capital Outlay 28,436 29,896 82,675 35,155 35,155 35,155 • • Total Finance - by Category 838,441 976,925 1,174,306 1,124,769 1,124,769 1,124,769 • Finance 173,147 149,241 185,417 127,303 127,303 127,303 Accounting 225,933 423,926 490,508 483,209 483,209 483,209 • Administrative Services 439,361 403,758 498,382 514,257 514,257 514,257 • Total Finance - by Department 838,441 976,925 1,174,306 1,124,769 1,124,769 1,124,769 • • • • 121 • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Finance - Dept.#3211 • • • Program Summary • • The Director of Finance is responsible to the City Administrator for all City financial activities and • for the provision of a variety of other support functions. These include accounting, investments, • debt issuance and management, capital improvement financing, financial forecasting, • coordination of annual audit and preparation of annual budget. Support functions include • centralized records management, operation of the City switchboard, centralized office services • and the operation of the Municipal Court. • The Director of Finance acts as the Financial consultant to departments, the City Administrator • • and the City Council. The position also provides support to the Budget Committee and to other • Boards and Committees as provided. • • 1995/96 Goals/Objectives/Accomplishments • • Issue final long term bonds for the Dartmouth LID. Notes were issued in 1995 to refinance improvements in anticipation of final financing in 1996/97. • Implement long range financial plan through 2001. Plan has been implemented and will be S updated each year during the budget process. • • Develop financing plan for long term water supply. A water rate study was completed in 1996 • to provide the basis upon which a water project financing plan can be established. • • Review and improve the utility billing process and customer service. Updated utility billing • and collection procedures were enacted by ordinance in 1996. • • Prepare annual budget and financial statements. The 1995/96 budget and the 1994/95 • comprehensive annual financial report both received awards from the respective GFOA • programs. • 1996/97 Goals/Objectives • • • Implement updated purchasing rules adopted in 1996 and provide training to staff. • • Implement water rate study and prepare water rate plan to integrate with water improvement • financing needs. • • Maximize automation of Finance and Accounting functions and the accessibility of financial • information. • • Complete final financing of the Dartmouth Street LID project. • • Monitor legislative activity affecting revenues and maintain the long term financial plan to • ensure continuation of quality services. • • Service Level Standards • • • Issuance of monthly financial reports: By fifth working day following month • • Issue Comprehensive annual financial report: By November 15 • • Receive GFOA program awards: Both CAFR and Budget • • • 122 • • • • • • • 1996/97 Adopted Budget 3210 • City of Tigard, Oregon * Actual Actual Adopted Proposed Approved Adopted • Finance 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • • Positions 3.00 1.50 1.50 - 1.00 - 1.00 1.00 Wages 111,560 72,426 81,982 67,115 67,115 67,115 • Overtime 98 73 0 0 0 0 • Worker's Compensation 482 277 372 423 423 423 Payroll Taxes 8,813 6,950 6,741 5,365 5,365 5,365 • Retirement 15,398 11,559 11,478 9,396 9,396 9,396 • Group Insurance 14,334 8,867 _ 9,473 6,489 - _ _6,489 6,489 • Total Personal Services 150,685 100,152 110,046 88,788 88,788 88,788 • Materials & Services • • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 2,073 10,830 8,280 10,750 10,750 10,750 * Repair & Maintenance 1,819 1,274 23,130 0 0 0 Special Dept. Expense 0 0 0 0 0 0 Office Supplies 1,266 819 1,315 775 775 775 Advertising & Publicity 1,399 4,166 4,280 3,400 3,400 3,400, • Fees/Dues/Subscriptions 13,330 9,602 8,355 6,065 6,065 6,065 Travel & Training 1,603 1,831 2,010 1,785 1,785 1,785 !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 0 240 240 240 Insurance 0 0 0 0 0 0 Library Materials 0 0- 0 0 0 0 • • Total Materials & Services 21,490 28,522 47,370 23,015 23,015 23,015 • • 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 & Equip. 972 20,567 28,000 15,500 15,500 15,500' • Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 972 20,567 28,000 151500 15,500 15,500 • i • • Total Budget Unit 173,147 149,241 185,416 127,303 127,303 127,303; • 123 • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Finance - Dept. #3230 • • Program Summary • • The Financial Operations Manager is responsible to the Finance Director for the City's • accounting services including utility billing, accounts receivable, accounts payable, payroll, • fixed assets, lien searches, inventory, preparation of financial and special request reports, • business tax and alarm permit processing, and centralized purchasing. • 1995/96 Goals/Objectives/Accomplishments • • • Continue to improve customer service in all areas of accounting. Efforts to improve • customer service are continuing. • • Review monthly versus bimonthly utility billing. Possibly phase in monthly utility billing • beginning with the service area in King City and Summerfield. Also consider equal • payment plan. These goals have been delayed into 1996/97. • • Review and update fees and charges. Perform a cost analysis of various City services • provided. Planning fees were reviewed in 1996. Engineering fees and building charges will be reviewed in 1996/97. • • Secure long term financing for the Dartmouth Local Improvement District upon finalization • of the project. Notes were issued in 1995 to refinance outstanding notes. • • Implement the acceptance of debit and credit cards as a form of payment for various City • fees and charges. This goal will fall into 1996/97. • • 1996/97 Goals/Objectives • • • Prepare the Comprehensive Annual Financial Report (CAFR) and issue by November 15, • 1996. • • Analyze computer systems to identify system capabilities/deficiencies and develop future • plan. • Develop various analytical/informational reports utilizing current and other software • applications increasing departmental productivity and providing better service to • management staff. • • Implement the acceptance of debit and credit cards as a form of payment for various City fees and charges. • • • Service Level Standards • • • Deposit of Receipts: Following Day • • Accounts Payable Checks Issued: Friday following submittal deadline • Monthly Financial Reports: To Director by 4th working day for review • Business Tax Renewals: Issued each month • • Utility Bills: Mailed within 4 days of meter read • • 124 • • • • • • • 1996/97 Adopted Budget 3230 City of Tigard, Oregon f' Actual Actual Adopted Proposed Approved Adopted • Accounting _ 1993/94 1994/95 1995_/96 199.6/97 1996/97 1996/97 • Personal Services • • Positions 4.00 8.00 8.00 8.00 8.00 8.00 • Wages 118,860 226,785 240,607 257,385 257,385 257,385! • Overtime 875 1,661 3,000 1,000 1,000 1,000 • Worker's Compensation 517 1,021 1,212 1,131 1,131 1,131 • Payroll Taxes 9,094 18,399 20,385 22,396 22,396 22,396 • Retirement 15,859 29,767 34,105 36,174 36,174 36,174 • Group Insurance 14,473 27,671 35,904 33,853 33,853 _ 33,853 • Total Personal Services 159,678 305,304 335,213 351,939 351,939 351,939 • Materials & Services • • Water Costs 0 0 0 0 0 01 • Prof & Contract Services 37,050 52,242 34,700 34,800 34,800 34,800'. • Repair & Maintenance 1,060 6,900 1 1 ,760 8,270 8,270 8,270 Special Dept. Expense 83 485 250 0 0 0 Office Supplies 25,687 46,376 76,385 69,870 69,870 69,870, Advertising & Publicity 0 1,141 1,930 3,010 3,010 3,010 Fees/Dues/Subscriptions 829 1,865 1,340 1,320 1,320 1,320: • Travel & Training 1,053 3,206 8,080 4,450 4,450 4,450, • 'Fuel Expenses 0 0 0 0 0 0, • Computer Software 0 0 0 0 0 0 • Rents & Leases 0 443 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 65,762 112,658 134,445 121,720 121,720 121,720 • 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 & Equip. 493 5,964 20,850 2,350 2,350 2,350; • Computer Equipment 0 0 0 7,200 7,200 7,200' • Operation Equipment 0 0 0 0 0 _ 0 • jl Total Capital Outlay 493 5,964 20,850 9,550 9,550 9,550, • ; Total Budget Unit 225,933 423,926 490,508 483,209 483,209 483,209 • • • 125 • • Y C cU ca C O_ Y C C Q1 (V Q Mn 1 1 1 1 1 1 1996/97 Adopted Budget ' City of Tigard, Oregon ' Policy and Administration Program Finance Department Administrative Services 1 Administrative Services * Office Municipal Records Services Court • Actual Actual Adopted Proposed Approved Adopted • Acct # Description 1993/94 1993/94 1994/95 1995/96 1995/96 1995/96 # Positions 10.50 9.00 9.00 9.50 9.50 9.50 Personal Services 288,741 275,417 333,292 356,472 356,472 356,472 • Materials & Services 123,649 124,976 131,265 147,680 147,680 147,680 Capital Outlay 26,971 3,365 33,825 10,105 10,105 10,105 Total Admin Svcs - by Category 439,361 403,758 498,382 514,257 514,257 514,257 • Office Services 236,662 191,795 234,164 207,309 207,309 207,309 • Records 71,472 71,743 105,704 122,467 122,467 122,467 • Municipal Court 131,227 140,220 158,514 184,481 184,481 184,481 r Total Admin Svcs - by Department 439,361 403,758 498,382 514,257 514,257 514,257 126 • • • • 1996/97 Adopted Budget • • • • City of Tigard, Oregon Office Services - Dept.#3320 • Program Summary • The Administrative Services Manager is responsible to the Finance Director for the Office • Services section which provides city-wide support to City departments in: word processing; • desk top publishing; spreadsheet development; data entry; switchboard; mail services; • meeting room reservations; and coordination of large copy projects. • • • 1995/96 Goals/Objectives/Accomplishments • • Continue to offer internal general support services and information processing services to • meet organization workload demands. Service is being provided as requested. • • Provide desk-top publishing support to develop professional brochures and publications. • With additional training and experience desk-top publishing products look more • • professional and polished. • • 1996/97 Goals/Objectives • • Continue to offer internal general support services and information processing services to meet organizational workload demand • Provide highest quality customer service through switchboard contracts. • • Provide desk top publishing services to enhance quality of materials distributed by the • City. • • Service Level Standards • • • Information Services projects order: 24 - 48 hour turn around. Priority based on • order received. • • Room Reservation requests: Immediate or same day response. • • Switchboard phone response: First ring when phones not busy, third ring • when phones are busy. • • • • • • • • • • • 127 • • • • • • • 1996/97 Adopted Budget 3320, • City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted • Office Services 1993/94 1994/95 1995/96 1996/97 1996_/9_7 1996/97_ • Personal Services • • Positions 5.50 4.00 4.00 4.00 4.00 4.00 • Wages 86,683 72,941 92,989 93,813 93,813 93,813 • Overtime 11 311 150 150 150 150 • Worker's Compensation 581 430 506 458 458 458 • Payroll Taxes 7,146 6,564 7,793 8,144 8,144 8,144 • Retirement 11,331 9,726 13,039 13,155 13,155 13,155 • Group Insurance 16,701 15,144 19,337 14,119 14,119 14,119 • Total Personal Services 122,453 105,116 133,814 129,839 129,839 129,839 • Materials & Services • • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 24,455 15.423 1,080 1,200 1,200 1,200 • Repair & Maintenance 2,138 1,300 1,140 650 650 650 • Special Dept. Expense 0 0 0 0 0 0 Office Supplies 60,282 66,997 75,670 69,595 69,595 69,595 Advertising & Publicity 54 1,103 0 0 0 0 • Fees/Dues/Subscriptions 97 10 0 60 60 60 • Travel & Training 734 615 1,095 2,785 2,785 2,785 • Fuel Expenses 0 0 0 160 160 160 • Computer Software 0 0 0 0 0 0 • Rents & Leases 446 636 640 680 680 680 Utilities 0 0 0 190 190 190 • Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • Total Materials & Services 88,206 86,084 791625 75,320 75,320 75,320 • 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 & Equip. 26,003 595 20,725 350 350 350 • Computer Equipment 0 0 0 1,800 1,800 1,800 • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 26,003 595 20,725 2,150 2,150 2,150 • • Total Budget Unit 236,662 191,795 234,164 207,309 207,309 207,309 • • 128 • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Central Records - Dept.#3330 • • Program Summary • • The Administrative Services Manager is responsible to the Finance Director for Central • Records which provides city-wide support for file management. Responsibilities include file development, filing records retrieval, coordination of records destruction and microfilming and • equipment purchasing. The City's records management program provides a means for • control of inactive records, framework for legal protection, allows for timely destruction of • records and efficient use of space. • • 1995/96 Goals/Obiectives/Accomplishments • • • Document preparation of and maintenance microfilming of council building, engineering, • personnel planning commission police case files plans as builts and land use files. • Files are on schedule for filming. • • Develop disaster recovery plan for citywide records. Presently we are updating the • retention schedule and identifying vital records which is the first component of the disaster • recovery plan. • • Implementation of the computer aided retrieval system for microfilm. Testing of the • software is in process. • • 1996/97 Goals/Objectives • • • Document preparation of and maintenance microfilming of council building, engineering, • personnel, planning commission, police case files, plans, as builts, and land use files. • • Continue development of a disaster recovery plan for citywide records. • • Complete implementation of the computer aided retrieval system for microfilm. • • • Service Level Standards • • • Records Requests: Basic - one hour response time • • Research requests: Half day response time • • New files entered into Clerk's Index and filed: Three times per week • • Records destruction: Completed yearly • • • • • • • • • 129 • • • • 0 • • • 1996/97 Adopted Budget 3330 • City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted • Records 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Personal Services • • Positions 2.00 2.00 2.00 2.50 2.50 2.50 Wages 45,419 42,278 53,685 67,856 67,856 67,856 Overtime 277 368 440 1,280 1,280 1,280 w Worker's Compensation 254 222 282 321 321 321 • Payroll Taxes 2,779 2,507 4,529 5,992 5,992 5,992 Retirement 4,818 1,774 8,168 9,679 9,679 9,679 • Group Insurance 6,479 9,308 11,695 14,084 14,084 14,084 • Total Personal Services 60,026 56,457 78,799 99,212 99,212 99,212, • Materials & Services • • Water Costs 0 0 0 0 0 0 • Prof & Contract Services 5,762 8,515 12,100 9,600 9,600 9,600 Repair & Maintenance 2,252 978 1,630 2,110 2,110 2,110 Special Dept. Expense 0 0 0 0 0 0 Office Supplies 1,394 1,233 1,700 1,200 1,200 1,200 Advertising & Publicity 0 908 0 300 300 300 • Fees/Dues/Subscriptions 240 250 250 2,060 2,060 2,060 • Travel &Training 1,317 632 925 2,130 2,130 2,130 j Fuel Expenses 0 0 0 0 0 0 • Computer Software 0 0 0 500 500 500 • Rents & Leases 0 0 0 0 0 0 • Utilities 0 0 0 0 0 01 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 01 • Total Materials & Services 10,965 12,516 16,605 17,900 17,900 17,900' • 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 & Equip. 481 2,770 10,300 1,755 1,755 1,755 Computer Equipment 0 0 0 3,600 3,600 3,600 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 481 2,770 10,300 5,355 5,355 5,355 • • II • Total Budget Unit 71,472 71,743 105,704 122,467 122,467 122,467 • • • • 130 • • • • • • 1996/97 Adopted Budget City of Tigard, Oregon • Municipal Court - Dept.#3340 • • Program Summary • • Municipal Court provides a local forum for the resolution of parking and minor traffic citations, • limited misdemeanors, and civil infractions. The Municipal Court Judge is responsible to City Council for operation of the Court. The Administrative Services Manager reports to the • Finance Director and is responsible for the administration of the Court and coordinates with • the Municipal Judge in the development of court policy and procedures. • • 1995/96 Goals/Objectives/Accomplishments • • • Continued processing of traffic parking misdemeanor, and civil infraction caseloads. Caseload continues to be processed using the same staffing levels. • • Review and update of collection policies and procedures. The A.S. Manager and the Municipal Judge are investigating the feasibility of using default judgments to improve collections. Use of a collection agency is also being pursued. • • Implementation of new laws. Changes in legislation implemented. • Recommend hire of two new pro tem judges. Advertisement completed. Review of written responses in process. • 1996/97 Goals/Objectives • • Continued processing of traffic, parking, misdemeanor, and civil infraction caseloads. • • Review the success of using a collection agency to improve collection rate. • • Review and recommend a computer system for the Court. • • Service Level Standards • • Counter assistance: Immediate. Not more than five minutes during • arraignments or when short staffed. Process minor traffic citations: 600 per month • • Arraignment dates: Within two weeks of original arraignment date Trials: Scheduled within three weeks of arraignment. • • Trial date within 60 days of arraignment. • • • Over due payment notices: Sent once per month. • Failure to appear suspension notices: Issued weekly. • • Failure to comply suspension notices: Issued monthly • • Bail refunded: Twice per month. • • • • 131 • • • • • • 1996/97 Adopted Budget 3340 City of Tigard, Oregon • Actual Actual Adopted Proposed Approved Adopted • Municipal Court 1993/94 1994/95 1_995_/96 1996/97 1996/97 1996/97 • Personal Services • • Positions 3.00 3.00 3.00 3.00 3.00 3.00 • • Wages 76,249 81,668 83,857 90,085 90,085 90,085 Overtime 124 733 750 890 890 890 • Worker's Compensation 354 346 436 412 412 412 • Payroll Taxes 6,698 6,988 7,080 7,885 7,885 7,885 • Retirement 11,545 12,196 12,023 12,737 12,737 12,737 • Group Insurance 11,292 11,913 16,533 15,412 - 15,412 15,412 • Total Personal Services 106,262 113,844 120,679 127,421 127,421 127,421 • Materials & Services Water Costs 0 0 0 0 0 0 • Prof & Contract Services 21,647 22,597 30,550 35,960 35,960 35,960 Repair & Maintenance 95 95 370 165 165 165 'Special Dept. Expense 8 0 25 25 25 25 Office Supplies 975 1,018 1,000 1,270 1,270 1,270 Advertising & Publicity 0 498 0 0 0 0 • Fees/Dues/Subscriptions 428 340 700 490 490 490, • Travel & Training 1,325 1,828 2,390 4,550 4,550 4,550 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0 12,000 12,000 12,000 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 24,478 26,376 35,035 54,460 54,460 54,460 • 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 & Equip. 487 0 2,800 800 800 800 . Computer Equipment 0 0 0 1,800 1,800 1,800 • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 487 0 2,800 2,600 2,600 2,600 • Total Budget Unit 131,227 140,220 158,514 1842481 184,481 184,481 • • 132 • Y C ro _o ro c 0 c m c cn ro a N_ L H 1996/97 Adopted Budget City of Tigard, Oregon General Government General Government City City Wide Attorney Support Actual Actual Adopted Proposed Approved Adopted Acct # Description 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 # Positions 0.00 0.00 0.00 0.00 0.00 0.00 I Personal Services ` Materials & Services 372,014 388,953 477,450 493,395 486,395 486,395 ' Capital Outlay 1 Total Non-Departmental - by Category 372,014 388,953 477,450 493,395 486,395 486,395 City Wide Support 158,452 204,179 268,950 293,395 286,395 286,395 City Attorney 213,562 184,774 208,500 200,000 200,000 200,000 Total Non-Departmental - by Department 372,014 368,953 477,450 493,395 486,395 486,395 133 • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon 4000 General Government Program Summary • • • • • The Finance Director is responsible to the City Administrator for management of the General Government program. This budget unit includes City-wide expenditures that are not easily attributable to specific activities • within the operating programs such as utility charges, regional government dues and other miscellaneous • costs. • Costs for City Attorney services provided by O'Donnell, Ramis, Crew & Corrigan and Bacharach, located in Portland, are also included in this program. • • Actual Actual Adopted Proposed Approved Adopted Materials & Services 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Prof & Contract Services 216,689 188,728 191,300 222,500 222,500 222,500 Repair & Maintenance 194 14 • Special Dept. Expense • Office Supplies 742 2,039 • Advertising & Publicity Fees/Dues/Subscriptions 32,037 41,218 43,700 51,250 44,250 44,250 • Rents & Leases Utilities 122,351 156,954 201,950 219,645 219,645 219,645 • Total 372,013 388,953 436,950 493,395 486,395 486,395 • • • • • • • • • • • • • • • • • • • • 134 • ! ! ! ! 1996/97 Adopted Budget ! City of Tigard, Oregon . 4100 City Wide Support ! Actual Actual Adopted Proposed Approved Adopted ! Materials & Services 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 Prof & Contract Services 3,127 3,954 23,200 22,500 22,500 22,500 Repair & Maintenance 194 14 Special Dept. Expense ! Office Supplies 742 2,039 • Advertising & Publicity Fees/Dues/Subscriptions 32,037 41,218 43,700 51,250 44,250 44,250 ! Rents & Leases ! Utilities 122,351 156,954 201,950 219,645 219,645 219,645 ! Total 158,451 204,179 268,850 293,395 286,395 286,395 ! ! Notes: This budget unit includes the following detailed appropriations: ! Contract Service: City wide space planning 20,000 ! Signing interpretation 2,500 ! Total contract service 22,500 Dues for membership in state or regional organizations: ! Tualatin Valley Economic Development Commission 6,000 ! Metropolitan Services District 15,500 • Boundary Commission 3,500 League of Oregon Cities: Dues 12,000 ! Amicus 500 Transportation project 3,000 S Other 3,750 Total dues for membership 44,250 ! Utilities for public facilities Natural Gas 22,000 ! Telephone 68,000 Water 36,000 ! Sewer/Storm 17,500 i Electricity 76,145 Total utilities for public facilities 219,645 ! Total City Wide Support 286,395 ! ! ! ! 135 ! ! • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon ~ 4200 City Attorney Actual Actual Adopted Proposed Approved Adopted • Materials & Services 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Prof & Contract Services 213,562 184,774 208,500 200,000 200,000 200,000 • Total 213,562 184,774 208,500 200,000 200,000 200,000 • Notes: • The cost of City Attorney services are estimated by category as follows: • • Actual Actual Adopted Proposed Approved Adopted • 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • Community Development 15,950 39,334 40,000 50,000 50,000 50,000 • City Council 22,915 15,620 25,000 25,000 25,000 25,000 • Municipal Court 11,400 10,768 15,000 15,000 15,000 15,000 i Police 11,600 10,736 15,000 15,000 15,000 15,000 Finance/Taxation 16,600 10,525 20,000 20,000 20,000 20,000 • Hearings Officer 7,550 18,062 12,000 15,000 15,000 15,000 • Water 19,750 1,268 7,500 7,500 7,500 Dolan/A-Boy 62,760 50,500 32,500 32,500 32,500 Other 45,037 78,461 31,000 20,000 20,000 20,000 • 213,562 184,774 208,500 200,000 200,000 200,000 • • • • • • • • • • • • • e • • • • • • • • 136 • • • r r 1996/97 Adopted Budget City of Tigard, Oregon Total Debt Service - #5000 r Program Summary The City of Tigard Debt Service program is managed by the Finance Director and consists of two basic types of debt. The City issued voter approved general obligation bonds in 1984 in w the amount of $2,200,000 for the construction of the City Hall complex and in 1989 in the A amount of $8,500,000 for a series of road improvements. All such proceeds have been spent and all projects have been successfully completed. * The City has also issued debt over the years secured by assessments on properties for various types of improvements. Each debt issuance is related to a specific Local • Improvement District project. Until the property tax limitation measure of 1990 was approved by voters, this type of debt known as Bancroft Bonding was supported by the full faith and credit of the City. Since that time, such debt has been a limited tax obligation of the City. The City completed a refunding transaction in May of 1993. The 1987 Advance Refunding issue and the 1989 Road Bond issue were both advance refunded. In addition, Bancroft Bond series 14 and the term bond portion of Series 1989 and 1990 were currently refunded. This transaction saved over $270,000 in debt service over the life of the bonds. The bond • series that were advance refunded have since been called and paid through the escorw account established with the paying agent. The Bond Anticipation Notes were issued to provide funds for the interim financing of certain local improvements within the Dartmouth Street Local Improvement District. The current * notes were issued in December 1995 and are due June 1, 1997. This is the third set of notes that have been issued for this project. The City expects to hold the final hearing spreading the assessments among the property owners in the fall of 1996 and intends to issue long term bonds for those wishing to pay their assessments in installments. Other than the assessment • bonds mentioned above, the City has no plans to issue any other debt during the fiscal year. The following graphs depict future debt service requirements in total and by debt service type. Also presented are schedules detailing required debt service expenditures for fiscal year 1996/97. Included in the appendix is a schedule of future debt service requirements related to existing outstanding debt. Debt Outstanding a Estimated Estimated • as of 07/01/96 as of 06/30/97 General Obligation Bonds 0 0 GO Bonds - Advance Refunding 5,350,000 3,965,000 Bancroft Improvement Bonds 1,445,000 1,140,000 Escrow 0 0 Bond Anticipation Notes 4,085,000 0 Total Debt Outstanding 10,880,000 5,105,000 137 • • • s • • 1996/97 Adopted Budget City of Tigard, Oregon Summary of Debt Service by Type • Type/Source of Dollars Fund Totals • i GENERAL OBLIGATION BONDS - Paid from property taxes Refunding Bonds 1,596,095 • • BANCROFT IMPROVEMENT BONDS- • Paid primarily from Special Assessments Pre 1984 Bancroft Bonds 20,000 • 135th LID 20,600 PacTrust LID 259,508 Lincoln/Locust Street LID 29,520 • 1993 Refunding 51,100 • 380,728 • i BOND ANTICIPATION NOTES- Dartmouth Street LID 4,322,272 • • TOTAL 1996/97 DEBT SERVICE 6,299,095 • • • • Debt Service by Type • • Bond Anticipation Notes 69% • • 4iff :j f t Bancroft Improvement Gen Obligation • 25% • 6% • • • • • • 138 • • • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • A Projected Annual Debt Service ~ • 7,000,000 • I r • 6,000,000 - w 5,000,000 = m • n 4,000,000 • 3,000,000 • ¢ 2,000,000 1,000,000 • 0 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 a • Fiscal Year • • ❑ Bancroft Imp Bonds ® GO Bonds E3 Escrow ® Anticipation Notes • Debt Service program expenditures through fiscal year 1996/97 are shown below: • • Actual Actual Adopted Proposed Approved Adopted Program Expenditures 1993/94 1994/95 1995/96 1996/97 1996/97 1996/97 • General Obligation Bonds 1,472,195 1,520,083 1,685,363 1,596,095 1,596,095 1,596,095 • Bancroft Improvement Bonds 745,672 521,446 557,840 380,728 380,728 380,728 • Bond Anticipation Notes 3,080,000 0 3,080,000 4,322,272 4,322,272 4,322,272 • Certificates of Participation 346,800 346,532 0 0 0 0 Amounts Held in Escrow 2,235,100 5,223,233 1,715,652 0 0 0 Total Debt Service 7,879,767 7,611,294 7,038,855 6,299,095 6,299,095 6,299,095 • • • • • • • 139 • • • • • • • 1996/97 Adopted Budget City of Tigard, Oregon • Projected Annual Debt Service • General Obligation Bonds • • 1,800,000• f 1,600,000 i 1,400,000 • 1,200,000 t~f . A 1,000,000 • 0 800,000 600,000 • Q 400,000 • 200,000 • 0 1996 1997 1998 1999 2000 2001 2002 2003 € Fiscal Year j i ® Principal ❑ Interest • • 1996/97 debt service on the outstanding general obligation bonds is as follows: • i G.O SERIES Date Interest Principal Total • 1993 Series A 01/01/97 105,547 105,547 Advance Refunding Bonds 07/01/97 105,548 1,385,000 1,490,548 • Original issue $6,935,000 . • Total General Obligation Bond Debt Service 211,095 1,385,000 1,596,095 • • • • • • • • • 140 • • • • • • • 1996/97 Adopted Budget City of Tigard, Oregon • Projected Annual Debt Service • Bancroft Improvement Bonds • • • 5,000,000 4,500000 7 • 4,000,000 3,500,000 , • W 3,000,000 2 0,000 150 2,000,000 1 • 1,500,000 • ¢ 1,000,000 • 500,000 • Q 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 i • Fiscal Year • • • ® Principal ❑ Interest • ! 1995/96 debt service on outstanding Bancroft Bonds is scheduled as follow: • Issuance • Bancroft Series Date Interest Principal Costs Total • • 15 on demand 20,000 20,000 • 1989 - 135th Ave 12/01/96 600 20,000 20,600 • 1990 - PacTrust 08/01/96 19,160 225,000 244,160 02/01/97 15,348 15,348 19938 - Current Refunding 12/01/96 14,760 14,760 ! 06/01/97 14,760 14,760 • 1991-A Lincoln/Locust St. 08/01/96 5,550 5,550 • 02/01/97 5,550 40,000 45,550 Total Bonds 75,728 305,000 380,728 • • Bond Anticipation Notes - Dartmouth Street 01/01/96 78,636 78,636 07/01/96 78,636 4,085,000 80,000 4,243,636 • 157,272 4,085,000 80,000 4,322,272 Total Bancroft Debt Service 233,000 4,390,000 80,000 4,703,000 • • • • • • • 141 7 0 (This page intentionally left blank) 1 1 1 1 1 1 1 I 1 • • • 1996197 Adopted Budget City of Tigard, Oregon • 6000 - Capital Improvements Program • The Capital Improvement Program (CIP) is managed and directed by the City Engineer who reports • directly to the City Administrator. The CIP is developed through a process separate from but parallel to the Budget process. The CIP • process begins in February each year with estimates of available capital resources in each fund • prepared by the Finance Department. • • The City Engineer prepares a list of potential projects for each project category and presents the • information along with the estimates of available funding to each of the Citizen Involvement Teams • (CIT's). This process gives citizens the opportunity to discuss the CIP proposal, add projects and • prioritize projects. • After input is gathered from the CIT's, the City Engineer develops the CIP showing the list of projects • to be completed in each future year for each project category. The draft CIP is then presented to the • City Planning Commission which conducts a public hearing to solicit further public comment on the • program. Once approved by the Planning Commission, the CIP is presented to the Tigard City • Council at another public hearing. After this final hearing and the consideration of any amendments, • the CIP is approved by the City Council. Approval by the City Council approves the specific projects • that will be completed in the coming year. • While the CIP process is progressing, the Budget process is also underway. The budget includes • the total appropriations for capital improvements in each fund. The CIP specifies which projects will • be completed with those appropriations within each fund. The hearings before the City Council are 0 generally held on the same night because of the close link between the two. • The Capital Improvements Program includes projects related to Streets, Parks, Sanitary Sewer, • Storm Drainage and the Water System. Projects of a general nature not fitting into these categories • are approved as a part of the budget process and are referred to as General Capital Projects. • • The following pages summarize the specific projects for each major category included into the • 1996/97 fiscal year. Water projects are shown in detail for the 1996/97 fiscal year. The Water CIP • reserve fund and a portion of the Water SDC fund have been set aside for the future construction of the Menior Reservoir. • There is a link between the Capital Improvement Program and the operating budget in that new improvements require future expenditures for management and maintenance. The CIP process includes discussions about the future operating costs of improvements and such costs are contemplated in the operating budget from year to year. • • • • • • • • • • 142 • • • • • • • 1996/97 Adopted Budget • City Of Tigard, Oregon • Summary Of Capital Projects • Actual Actual Adopted Adopted • Project Summary 1993/94 1994/95 1995/96 1996/97 • • General 353,105 61,670 310,300 442,500 • Sanitary Sewer 77,245 90,867 2,517,835 1,500,000 r Storm Sewer 96,401 99,694 1,190,625 2,257,150 • Water 55,775 183,177 3,399,447 4,226,600 • Street/Overlays 1,718,667 1,177,752 3,100,310 3,093,000 Parks 8,665 330,668 1,449,800 1,899,500 Local Improvements (LID) 1,284,665 420,910 670,000 1,680,000 • Other 70,000 200,500 416,700 • Total Capital Projects 3,664,523 2,364,738 12,838,817 15,515,450 41 • • Fund Summary • General Fund 353,105 61,670 291,300 389,500 • Facility Fund 106,000 349,700 • Sanitary Sewer 77,245 90,867 2,517,835 1,500,000 • Storm Sewer Fund 96,401 99,694 1,034,625 1,827,000 40 Water Fund 55,775 158,260 639,962 740,100 State Gas Tax Fund 547,941 225,561 845,289 793,000 • County Gas Tax Fund • Traffic Impact Fee 947,806 474,520 2,192,021 2,300,000 0 Parks SDC Fund 4,326 253,084 633,000 1,100,000 40 Water Quality/Quantity 156,000 430,150 • Underground Utility 94,500 120,000 • Water SDC 24,917 2,074,485 2,750,500 • Special Assessment CIP Fund 1,284,665 420,910 670,000 1,680,000 Road Bond Improvement Fund 195,724 • Park Levy CIP Fund 4,339 77,584 58,800 166,500 40 Bull Mountain CIP Fund 27,196 477,671 82,000 • Water C I P Fund 685,000 736,000 • Metro Greenspaces 758,000 633,000 • Other funds 70,000 • Total Capital Projects 3,664,523 2,364,738 12,838,817 15,515,450 • • • • • • • • • • • • 143 • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Summary of General Capital Improvements • • Proposed Approved Adopted • Project 1996/97 1996/97 1996/97 a City Center Improvements (Downtown Merchants) 30,000 30,000 30,000 • Facility Fund Contribution 100,000 135,000 135,000 • Senior Center Grant Improvement 22,500 22,500 22,500 • Cook Park Gray Water Line Phase Two 50,000 88,000 88,000 • City Hall Roof Repair 112,000 112,000 • Main Street Parking Improvement 55,000 • Total Projects 202,500 387,500 442,500 • • • • • • Funding Summary • General Fund 187,500 334,500 389,500 State Gas Tax Fund 15,000 15,000 15,000 • Parks SDC Fund 38,000 38,000 • • Total Funding 202,500 387,500 442,500 • • • General Capital projects are normally managed by the City Engineer and are general in character. • These types of projects relate to City facilities or are projects that do not fit the character of other • major project categories. • The major roof repair to City Hall was originally anticipated in 1995/96 however due to delayes in • determining the best solution, the project was moved into 1996/97 at a much higher cost due to the • extent of roof leaks experienced in the winter of 1995/96. • • The facility fund contribution from the general fund was increased by the budget committee to • provide for the design of the Police building expansion scheduled to be funded by the facility fund in 1996/97. • The Cook Park water line project estimated cost was also increased by the budget committee based • upon the latest information available as to the extent and cost of the project and also to size the • project to provide for the eventual expansion of Cook Park. • • $55,000 was added by the City Council at budget adoption to provide for improvements to property • on Main street purchased by the City in June 1996 known as the Feed Store property. • Improvements include pavement for parking, signage and fencing. • • • • • 144 • 1996/97 Adopted Budget City of Tigard, Oregon Five Year Capital Improvement Plan Adopted Estimated Estimated Estimated Estimated Funding Source/Project 1996/97 1997198 1998/99 1999/00 2000/01 • State Gas Tax Committed Projects S Transportation Study 23,000 99W Study -16,000 • 79th/Durham Signal 43,289 79th Ave. preliminary design 10,000 Major Maintenance 28,000 i Bull Mountain Road 8,000 New Projects . Major Maintenance 223,711 300,000 300,000 300,000 300,000 Alfred Street Paving 30,000 74th Ave Paving (Bonita to Durham) 35,000 Main Street Reconstruction 260,000 Commercial Street Reconstruction 200,000 • 79th Ave/Durham Signal 6,000 Speed Hump Program 45,000 45,000 45,000 45,000 45,000 79th Avenue 107,000 Pedestrian Improvements Park/Watkins 160,000 • Traff ic Study 30,000 • North Dakota Bridge 158,000 148,084 239,135 200,000 Pedestrian Improvements 50,000 50,000 50,000 Bumham/Main Signal 80,000 HaIVHunziker/Scoffins 50,023 • Total State Gas Tax Projects 896,000 800,000 623,084 634,135 645,023 . Traffic Impact Fee Committed Projects TIF Transit Reserve 359,000 • 109th Avenue South of Naive 110,000 130th Avenue Scholls to Hawks Beard 300,000 130th Winterlake Bridge 575,000 Bonita Road 25,000 • Burnham Street 10,000 New Projects TIF Transit Reserve 89,000 70,000 54,000 45,000 35,000 Walnut/ iedeman right of way 75,000 Greenburg Road right of way 200,000 Greenburg/Mapleleaf intersection 50,000 • TIF Reserve 507,000 341,933 538,675 482,509 373,135 Bonita Road RR to Bridge 400,000 Burnham/Main Signal 40,000 Total Traff ic Impact Fee Projects 2,300,000 811,933 632,675 527,509 408,135 145 • • 1996/97 Adopted Budget i City of Tigard, Oregon Five Year Capital Improvement Plan • i Adopted Estimated Estimated Estimated Estimated Funding Source/Project 1996/97 1997/98 1998/99 1999/00 2000/01 i Metro Greenspace Fund Cook Park Greenspace acquisition 46,000 Bond Street Greenspace acquisition 118,000 i Bull Mtn Road land acquisition 293,000 i Fanno Creek Trail land acquisition 176,000 Total Metro Greenspace Projects 633,000 0 0 0 0 i i i Parks SDC Fund North Dakota/Tigard trail connection 33,000 Englewood/Fanno Creek park connection 100,000 Cook Park Expansion 390,000 250,000 250,000 150,000 Fanno Creek Trail land acquisition 200,000 200,000 • Ash Ave/Fanno Creek path connection 30,000 ` Englewood Park Basketball court 15,000 Fanno Creek Trail lighting 40,000 Fanno Creek path construction 100,000 100,000 Fanno Creek Trail construction 120,000 Canterberry Neighborhood park 100,000 • Total Parks SDC Projects 723,000 480,000 405,000 250,000 220,000 Park Levy CIP Fund i North Dakotalrigard trail connection 17,000 Undesignated Projects 149,500 Total Park Levy Projects 166,500 0 0 0 0 i Sanitary Sewer Fund Neighborhood sewer extension program 514,609 94,216 99,269 103,920 109,776 ` Major maintenance 30,000 30,000 30,000 30,000 30,000 Reserve for capacity 349,000 278,000 225,000 187,000 142,000 Undesignated Projects Total Sanitary Sewer Projects 893,609 402,216 354,269 320,920 281,776 • # Storm Sewer Projects 111th Place Storm Drain 2,000 i 118th?Terrace Trails Drainageway 9,000 Main and Commercial Streets 100,000 Reserve for USA Master Plan 37,997 108,155 78,534 61,493 43,311 Undesignated Projects Total Storm Sewer Projects 148,997 108,155 78,534 61,493 43,311 • 146 1996/97 Adopted Budget M City of Tigard, Oregon • Five Year Capital Improvement Plan Adopted Estimated Estimated Estimated Estimated Funding Source/Project 1996/97 1997/98 1998/99 1999/00 2000/01 • Water General Fund Reservoir Site Preparation 265,000 Preliminary Engineering 25,000 Hydroseeding of site 10,000 Fuel tank removal at High Tor 7,000 • Pipeline Replacements • Tiedeman @a Fanno Creek 90,000 Pipeline Extensions North Dakota (1450 ft. 12") 87,000 130th Ave (240 ft. 12") 14,400 130th Ave (900 ft. 8") 36,000 Meter Replacements 20,000 Meter Installations (450) 67,500 Water Service Installations 73,200 Regulator Installation 40,000 Fire Hydrants (2) 5,000 Other Projects Total Water General Projects 740,100 726,835 856,022 429,338 338,318 i Water SDC Fund Menlor Reservoir Construction 2,750,500 1,100,000 Water CIP Reserve Fund Menlor Reservoir Construction 736,000 • r S 147 • • • • • 1996/97 Adopted Budget City of Tigard, Oregon Summary of Contingency/Reserves The proposed budget includes contingency appropriations for most operating funds. Contingencies are built into the budget to ensure that funds are available for unforeseen events and to build a • cushion into revenue estimates. • Contingencies may be transferred from the contingency appropriation to a program expenditure • within the same fund by council resolution. Contingencies are detailed by fund below: • • Actual Actual Adopted Proposed • Fund Summary 1993/94 1994/95 1995/96 1996/97 • General 279,000 263,775 233,994 300,000 • SanitarySewer 100,000 76,800 196,780 200,000 + Storm Sewer 100,000 87,200 98,280 75,000 • Water 292,000 299,780 300,000 State Gas Tax 100,000 46,000 46,780 50,000 • County Gas Tax 3,000 7,600 1,973 Traffic Impact Fee 250,000 149,692 150,000 Parks SDC 25,000 68,000 60,000 75,000 • Water SDC 200,000 100,000 Building 50,000 • Electrical Inspection 20,000 Total Contingency 607,000 1,091,375 1,287,279 1,320,000 • • • • • • • • • • • • • • • • • • • • 148 • • • (This page intentionally left blank) 1 / 1 1 1 1 1 1 1 1 1 1 1 I i i ppENp►X A • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Council Goals -1996/97 • Listed below are the Council goals and the timelines established by the City Council and • staff earlier this year. We have made substantial progress on some goals, while others are • ongoing in nature or are "standing by" because of timing or staff availability. Status reports • on Council goals will be scheduled quarterly on the City Council Workshop Meeting • Agendas during the following months: June, September December and March. • > Council Policy Areas • • - April 1996: Participate in Youth Center Study (of private interest groups), • consider the results, and determine City position on developing a youth • center. • • trite (erne 1996): The Youth Comm. itt ae is in 'Ere races ty; • t rrr~ing corr?rr nity focu s groups to get 1 QrE.' #nfofrnatr n from -ne co-MMUM • They r-e consider rg a pilot project.! • - April 1996: Improve media relations. 'th the newspa rs telev'sion e (June 1996) : Plan as t rne~t W. • and radio stations to detem1ne the type of'st nes they' J u beinterc-stqd~j n • keoveri g. After,t` G e m*etings, Liz'Newton will devecp a calendar of !story • ideas fnr the next year. The rca is to have the cale ar develcpeed by July • • May 1996: Resolve the issue of authority and areas of responsibility for the • Planning Commission and Citizen Involvement Teams. • • ptfat Jur i Pollcy Vas subrn~tted for Caunat €ja [.d The • Planning Catnrra~s n and CtTs ara curre reviewing the `olt • • • • • • • • • • • 149 • • • • • • • • • June 1996: Develop long-range and short-range space plans and evaluate • funding alternatives. • • W ate rJune 1996) The space corn ~tEee in tie press. of • evaluating whettrer or neat Our current site can accommodate fad l€ty growth; • over the next 2f7 years. 1We have reviewed dvpartmehts` fr~itiaE estimates ~ni • future parkin need :...:determined that it i s necessary t6 retch p~fki • needs. Tt~e'next step is fd departs :ms' to reevaluate their pa ng reeds; • and meet +Mthin tha next two weeks to T ks a final dedsion on What GTOVAh • Vicar be accommodAdW urr site.' in --I -e short term, jtrn`Hend=yx : do eloping' • 4 r date the new hires ant`,, pajed'after JOW~ 1- • a plan for cat halt • July 1996: Conduct Charter review for November 1996 election. • • f ate: ~ 19 } S hedu ed fio our c i discud~~ ©ri J~n 1~~: • " 96$ to consider v Nether : ha s'.. of ndments he t ld be 'pEaced qr • Ncvernber ballot. • • September 1996: Develop long-term computer system (hardware, software). • Provide public access to information. • • Cemprl.h. nsi'vB 'tars Es be= c1 written w t prese :mod to City Council in Septa • September 1996: Develop a plan to address the problems of Tiigard's • homeless. • • • l bljt c- 6jtune # 9 CraUncil update and discussion scheduled far the • wo kshep ~r eting; of : t lj~ ' 6,: 99 • • September 1996: Finalize long-range plans for Cook Park. • • Upd e (Jane 1196): Consultant selection process is ondenafay ate' • Public Involvement and Taste F"oree rneefing W.1l be sc.heduied aver th$ • cc, rr rig o n}hs_ • • • • • • • • 150 • • • • • 1 • • • i • • - November 1996: Explore the development of an Employee Wellness • Program. • • Update (june f.9 S.. ¥ n er o ~ther • ire=1'ness programs. ! 0 assess W at ale t 6:Mora s ,~i op€~fa eteMe • g e neral ly bei ng rye available to employees- Staff is, evert i f*r-` > loping t uestians tb' survey our erg 3flyee cn tivha • :newsletters and eve • program se.Nices br eiements they would find most bene:fioiaL • • - January 1997: Integrate Council into City Computer system. • _ • : Update (June 1996). Purchase of c routers fGr Caorci( was faced .n • : tie proposed 96/97 Budget. Staf` will contact the Doom t~ t Ym ~e • where'tc begin with the computer i..s_a at:ons': and j-i3 ardina e tramir;~i • where t3eSi€ ed. • • - June 1997: Conduct Visioning process. • • .::Q d ie (June I J< Counrcii approved pro e ng vuit Rion R ag Qn` • itay 28. Staff ntacted De is and Clark :and Po land Stye ! Vbrsity • regarding interns and expects' to hear from these it:~RfiSy glue. • Stat also € ontacted Db and tetra regatding possible r nt nee for the; • citizen' involvem-t pooh of the 'proces. The ga-Tuafr bQO1! • L'€strict wi}l also be involved, Staff will meet an June the. • Gt3nS .i tc'.nt : :Yr"i 1a. we need and the efii. eleG.-Ci~p= ~Y uv*~r'~. i - Ongoing: Consider issues of affordable housing. • • • Etpdat (~1r n 9 t~€ a ~l end <staff have s pporte th effort Off; • th.e Cormdn y ,PaA,ne. s for Affordabie I~I; r sing_ T}~e car x~ur ty • rf evebpmer>t Cepartmemt =s carnpilfng ~ anon dr* co muni y ho sin • codes for reviewr y yitlh City Cou nctf at the :J fy 1:6 19,96 v orkshop rneett . • • • • • • • • • 151 • • • • • • • • • • • • > Transportation/Planning/Development • • July 1996: Develop Intergovernmental Agreement with Washington County • for areas in Tigard's Urban Growth Boundary. • • f lptafe (June t 996). Discussions continoc feveiu anf types . of • 5rviceS_ Attorney's t3ffG8 is drafting lntergavertrrntalgreeentr en • in QIvexnent underdiscussio-n_ • . • September 1996: Develop a neighborhood traffic management program. • • update (June 1996): atzen's Traffic Ger ing Comm ttee is expected. • • to Complete their initial work in; September.. St tf pans t update Goon l in.. C►ctooer: • • • - November 1996: Complete Triangle rezoning & transportation elements. • (Includes Toolbox, design, transportation system, multi (mixed) use zoning. • etc.) • • • Qj6date (June 19,96): Gonsultants have been h red. Task Forge • being appointed Public'involveme nt process occurthro gh s Mme~ an€~ • • November 1996: (was May 1996; but moved timeline back in anticipation of • new City Engineer) Update Engineering Fees to recover staff time spent in • • development review process. • v'ate (June f99)...:. A fee increase has been proposes. staff AS • woflk ng on t e e ~ o t. Vie: Community Develop ment Cede to implemen€ • tie fee change "f >I Ygoir8 Cov a I review and -D • December 1996: Complete 99W analysis, adopt findings and design • standards. • • Update (June 1996): 4D~T ~¥~arirt~ 'comPleticn > of tc; Oa 93MPs • corridor plan. Work on'991IIf access manac~err er~€ play E ias been layad. • iMmeline should be shifted to Jurfe. ~ • ~ • January 1997: Develop Annexation policy; especially for island areas. • • 152 • • • • • • • • • • • • 0 Cia e ',lure 1995). Staff has kiscgun to forrmu*ate po Icy • Presented to the City Council per tfrnetine_ • • - June 1997: Evaluate use of traffic calming devices for SW North Dakota • • L1prYafe {JtOe 1-096-is to ccI1ect addiijonai data to aid to '=raffi' • ~ Information prevf;^ru iy collected, • • - June 1997: Rewrite Tigard Development Code. • • L1~daftune 1996): '1996-97 budget includes. fur is to r Leto tl ~ ' • wok ; Work 'vi'i;: be i n' lated tri s su miser. • - Ongoing: Define and develop Tigard's approach to working/dealing with • Metro. • • access teat' fs be#n • f;p#e (June 1996): This is one p 9 • developed through the 204 process- . • • > Long-Range City Service Areas • • - June 1996: Develop City's direction for the Downtown Area. . • lin , ! t?a A • i f 1bd4 Utth 19 : Staff needs to push thist me • meet g has been sd" eciJ during June for staff tv nee with a'. • ropresentati 8 t~f tie Do-wntc Merchants Ass ciatio • - • - October 1996: Develop a long-range plan for development and • maintenance of city streets. • U} idate Uunun 1996 Staff plans to: be r r wwc k ac it ti is goal fn' r • :::summer. • • • • • • • • • • • 1 53 • • • • • ! • • • • December 1996: Investigate feasibility of contracting for water meter reading • (as model for comparing internal cost and contracting out). • • upd4a (June 1 Staff vil gatf t rr 4n du ng the su nn^4er • rc3t €~s • • January 1997: Secure long-term water supply (contractual arrangements • with Lake Oswego, Portland, Tualatin Valley Water District, Willamette River • partners. (Note: by April 15, decide where to buy water in short term.) • • update (June ?9E~6),: Tigard entered lmo an aareemer't to bud ~ =d • of water from, Po tlanct; staff continues tt~,parti€ pate in the regional study to • var. Si ff and Murray S titl • r look at other.opti, ns such as the Hatt IN* 1 'Y 16. 'Associates ` i 1 present options tp r nd# t h _ tc ~c'S-ewon -of ,;L; • • January 1997: Review the City's Street light policy. • C tp~ate (gone 1996A map s wi ng etl stt'Bf t (ghts has ' on ` • prepared; areas with deficient ,fghti • June 1997: Create a sewer extension program. • • Update (JLne 1996): As a res It of re$p ses to the announces e-nt , • y y, , of • k 1 1"~ pragrarn, from the ovviars in unsewered areas, abort three hign-prioTz'y( • isroiect have been =dent!ified ans datatl Rt laps ;are being developed. • p Cons4 on of at least ne of thes at Fs expected bar zany fa i. • • Ongoing: Promote use of Metro Greenspaces funds for the Tualatin River • and Fanno Creek. ! _ _ • U tpdu (Jze 9 Staff is aetireEy Waived i n Metro's se iectit~n! • process for p q ernes tjf regional significance. ! • • • • • • • • • • 154 • • • • • • • • • • • • • - Ongoing: Support passenger rail service planning through Tigard. • prnoe of'. • Elpciafe ~Jut1e #~w a ha.. Cta,~nty is in . • gathering and dES$0ft* ~ € .tfiforr, c ai is! cn= to 6h • • • • • • • • • r • • • I• • I• • • • i I• • • • • • • i • • • • • • 155 • t • • • • • • • • • • • • • • • • • • • (This page intentionally left blank) • • • r • • • • • • • • S • • • • • • • • i • • • • • • • • • • • • 1996/97 Adopted Budget ~ City of Tigard, Oregon Glossary of Budget Related Terms Adopted Budget: Adopted budget amended and approved by the Budget Committee becomes the adopted budget after City Council takes action on it. Adopted budget becomes effective July 1 and includes all Council adopted changes through the year. Appropriations: Legal authorization granted by the city Council to spend public funds. Appropriations within each program may not be exceeded. Approved Budget: Adopted budget as amended and approved by the Budget Committee recommended to the City Council for adoption. Assets: Property owned by the city which has monetary value. AN: 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 used frequently to finance construction of local improvement district improvements and are retired by eventual sale of Bancroft bonds or collection of special assessments from benefitted property owners. • Bancroft: Section of Oregon Law that allows benefitted property owners within an LID to pay their assessments in w installments. This is made possible by the sale of long term "Bancroft" bonds, proceeds of which are used to pay LID costs. Assessments received from property are used to meet interest and principal obligations of the bonds. Budget: A plan of financial operation embodying an estimate of adopted revenue and expenditures for a given year. primary means bay which most of the expenditure and service delivery activities of the City are controlled. Budget Calendar: Schedule of key dates or milestones followed by City department in the preparation, adoption 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 Administrator. Capital Improvement Projects QP): 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 providing the capital outlays necessary to insure adequate services are provided the residents of the City. Capital Outlays: Expenditures exceeding $200 or more, for equipment, behicles, or machinery that results in the • acquisition or addition to fixed assets. Cash Management: Management of cash necessary to pay for government services while investing temporary cash excesses in order to earn interest revneue. Cash management refers to the activities of forecasting inflows and outflows of cash, mobilizing cash to improve its availabaility for investment, establishing and maintaining banking relationships, and investing funds in order to achieve the highest interest and returen rate available for temporary . cash balances. Contingency: Appropriation established in certain funds for the funding of unforseen events. Contingency may be appropriated for a specific purpose by the City Council upon the approval of a resolution. 156 1996/97 Adopted Budget City of Tigard, Oregon Glossary of Budget Related Terms (cont'd) Debt Service: Interest and principal on outstanding bonds due and payable during the fiscal year. For bonds issued prior to 1984, payments are made upon presentation of matured bonds and coupons. Bonds issued since 1984 have been in registered form shich requires bond and coupon payments to be made to a Registrar prior to each series maturity date. The Registrar then makes payment of interest and principal to registered owners on the maturity date. Depreciation: Expiration in the service life of capital assets attributable to wear and tear, deterioration, action of physical elements, inadequacy, or obsolescence. Governmental accounting shows depreciation only in the Enterprise Funds. Employee Benefits: Benefits include social security, retirement, group health, dental and life insurance, workers' compensation, and disability insurance. Encumbrance: Amount of money committed and set aside, but not yet expended, for the purchase of specific goods or services. 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 and storm • drainage maintenance. Expenditures are matched with revenue from service charges to insure the program is self- supporting. Expenditure: Actual payment made by City check for services or goods received. 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 business and non-businesss licenses, 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 may consist of several part time positions. Fund Balance: Amount left over after expenditures are subtracted from resources. Each fund begins and ends each fiscal year with a positive or negative fund balance. Intergovernmental Revenues: Revenue from other governments, primarily Federal and State grants and 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 to construct public improvements to benefit their properties to include streets, sewers, storm drains, streetlights, etc.. Costs of such improvements are then assessed fairly among benefitted properties. Measure 5: A constitutional limit on property tax rates passeed by voters in the State of Oregon in November 1990. • The new law sets a maximum $10 tax rate on individual properties for the aggregate of all non school taxing ! jurisdictions. Schools maximum rate is limited to $10 in 1993/94 with a phased in reduction to $5 in 1995/96. Object Classification: Indicates type of expenditure being made, i.e., personal services, materials and services, capital outlay, etc.. 157 • • • • • 1996/97 Adopted Budget i • City of Tigard, Oregon • Glossary of Budget Related Terms (cont'd) • OORerating Budget: Annual budget and process which provides a financial plan for the operation of government and • provision of services for the year. Excluded from the operating budget are capital improvement projects, debt service • requirements, and contingency and reserves. • ODOT: Abbreviation for Oregon Department of Transportation. • • Personal Services: Compensation to City employees in the form of salaries, wages, and employee benefits. Adopted Budget: City budget adopted by the City Administrator and submitted to the Budget Committee prior to their • deliberations. • • SDCC: Abbreviation for Systems Development Charges paid by developers and builders to fund expansion of • infrastructure systems necessary due to increased usage. Such charges are collected for sewers, storm drains, • streets, and perks and are paid by developers and builders as part of the permit process. • SWII : Abbreviation for Surface Water Management Agency. Agency is closely affiliated with USA and performs the • same functions for the storm sewer system throughout the country. • Tax Base: Oregon law allows cities within the State, with voter approval, to establish a dollar amount of property tax • that may be levied on property within the City. Once established, a tax base may be increased by 6% each year • without further voter approval. Any increase beyond the statutory 6% limit must be approved by voters. • • 11FF: Abbreviation for Traffic Impact Fee. These are revenues from county instituted fee on development and was • approved by voters in 1989. The fee is to be charged by the City for development within city limits. 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. • USA: Abbreviation for Unified Sewerage Agency, a county-wide sewer district which provides sewer treatment • facilities for 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 services to facilities with city limits. • WCCLS: Abbreviation for Washington County Cooperative Library Association. All 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 population and circulation. The current three year levy was • ar -oved by voters in March 1993. • 99W: Major state highway running through Tigard and connecting the City with Interstate 5 ann Highway 217. Also • referred to as Pacific Highway West. w • • • • • • • • • • • • 158 • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Advisory Committee • 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 or any other issue as determined by members. • Participation in the Citizen Involvement Teams is open to all interested persons and are to be • headed by Facilitators. The three Facilitators and one alternate initially appointed by the City • Council for a set term, the length of which has not yet been determined. The City is responsible • for providing technical assistance to the CIT's and will provide a liaison who will meet with the • Facilitators at least three times a year. A uniform agreement between the City and eachh CIT has • been entered into and outlines the purpose, membership, meetings, voting, responsiblities and selection of the Facilitators, agendas and responsibilities of the City. • Budget Committee • • The requirement of the existence of the budget Committee (the Committee) is established by • Oregon local budget law. The Committee consists of the four elected council members, Mayor and five members from the community appointed by the City Council for three year terms. The • Committee is responsible for deliberating the adopted budget submitted by the City Administrator and for sending the approved budget to the City Council for adoption. The Committee must also approve adopted tax levies. • Original Term • Citizens Address Appointment Expires • Beardsley, Suzanne 101810 SW Jefferson Street Jan-95 Dec-97 • Burgess, George 13475 SW Village Glen Jan-94 Dec-97 • Dirksen, Craig 9131 SW Hill Street Jan-95 Dec-96 • Hinton, Deborah 16527 SW 108th Jan-94 Dec-97 • Patton, Joyce E. 7556 SW Ashford Street Jan-94 Dec-96 • • Intergovernmental Water Board The Intergovernmental Water Board consists of five members and was established through an • intergovernmental agreement between the City's of Tigard, Durham, and King City and the Tigard • Water District. Each jurisdiction is represented by a 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 • Citizens Address Appointment Expires • Budihas, John 13020 SW Carmel, King City Jan-95 Dec-97 • Manning, Peggy 8125 SW Peters Road, Durham Jan-94 Dec-97 Froude, Bev 12200 SW Bull Mountain Road Jan-95 Dec-96 • Scheiderich, Bill 10810 SW Garden Park Place Jan-94 Dec-97 • member-at-large • Hunt, Paul 10320 SW Century Oak Drive Jan-94 Dec-96 • • • 159 • • • • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon • Advisory Committee • • Library Board • • The Library Board consists of seven members appointed by the City Council for four • terms. The Board advises the City Administrator and City Council on matters related to • library operations. • • Original Term • Citizens Address Appointment Expires • Burgess, Yvonne 13475 SW Valley Glenn Drive Jul-91 Jul-95 • • Cundiff, Jeri 12860 SW Watkins Jul-91 Jul-95 • Hartzell, Marilyn 10285 SW 70th Jul-91 Jul-95 • Hoklin, Lonn 9365 SW Millen Drive Sep-94 Jul-98 Irwin, Nancy 11135 SW 125th Place Jul-93 Jun-97 • Kostol, Carl 10885 SW Fairhaven Way Jun-89 Jun-96 • Lewis, Christine 12902 SW Walnut Jun-93 Jun-97 • • Planning Commission • • The Planning Commission consists of nine members, appointed by the City Council to serve four • year terms. The Commission reviews and makes recommendations on land use issues. • • Original Term • Citizens Address Appointment Expires • Collson, Michael 13215 SW Genesis Feb-94 Dec-98 • DeFrang, Carolyn 11650 Sw Terrace Trails Drive Oct-93 Nov-97 • Frye, Milton 12121 SW Lansdowne Lane Sep-83 Jul-95 • Griffith, James E. 10915 SW Fairhaven Way Dec-94 Dec-98 • Holland, Ron 8910 SW McDonald Jan-93 Jul-95 • Moore, Brian 9835 SW Kimberly Drive Oct-90 Jul-95 • Saxton, Doug 13415 SW Village Glenn Drive Mar-91 Aug-97 Scholar, Shel 14725 SW 79th Dec-94 Dec-98 • Wilson, Nick 12573 SW Winterlake Drive Feb-94 Nov-97 • • • • • • • • • • • 160 • • 1996/97 Adopted Budget 06/28/96 City of Tigard Staffing Summary Budget Actual Actual Adopted Requested Proposed Unit Program 1993/94 1994/95 1995/96 1996/97 1996/97 Community Services Police • 1110 Police Administration 4.00 4.00 4.00 3.00 3.00 1120 Police Operations 29.00 31.00 37.50 41.00 42.00 1130 Police Investigation 10.34 11.34 19.00 18.00 18.50 1140 Police Support Services 5.33 5.33 0.00 0.00 0.00 1150 Police Traffic 4.33 5.33 0.00 0.00 0.00 • Total Police 53.00 57.00 60.50 62.00 63.50 Library 1410 Library Administration 20.00 3.10 3.10 3.10 3.25 1420 Library Readers Services 1.00 7.03 7.03 7.03 7.55 1430 Library Technical Services 2.30 2.80 2.80 3.05 • 1440 Library Circulation 10.13 10.18 10.18 10.26 Total Library 21.00 22.56 23.11 23.11 24.11 Total Community Services 74.00 79.56 83.61 85.11 87.61 Public Works 1600 Grounds 6.00 6.00 6.00 6.00 6.00 2110 Administration 2.00 2.50 3.00 3.00 3.00 2120 Sanitary Sewer 6.50 6.50 6.50 6.50 6.50 2125 Storm Sewer 5.50 5.50 5.50 5.50 5.50 2130 Streets Maintenance 6.00 6.00 7.00 7.00 7.00 • 2150 Fleet Maintenance 2.00 2.00 2.00 2.00 2.00 2160 Property Management 1.00 1.00 1.00 1.00 1.00 2170 Water 21.00 15.50 15.00 15.00 15.00 Total Public Works 50.00 45.00 46.00 46.00 =5.00 Development Services • 2210 Administration 3.00 2.00 2.00 6.00 8.00 2220 Building 8.00 11.00 14.00 10.00 11.00 2230 Current Planning 5.00 5.00 4.00 4.00 4.00 2235 Advance Planning 5.00 5.00 4.00 4.00 4.00 • 2240 Engineering 12.00 12.00 13.00 13.00 14.00 . Total Development Services 33.00 35.00 37.00 37.00 41.00 Policy & Administration 3120 City Administration 4.00 4.00 4.00 4.00 4.50 3130 Human Resources 2.50 3.00 3.00 3.00 3.50 , 3210 Finance 3.00 1.50 1.50 1.50 1.00 3220 Computer Systems 1.00 1.00 2.00 2.00 2.50 3230 Accounting 4.00 8.00 8.00 8.00 8.00 3310 Risk Management 1.50 1.50 1.50 1.50 2.00 3320 Office Services 5.50 4.00 4.00 4.00 4.00 • 3330 Records 2.00 2.00 2.00 2.00 2.50 • 3340 Municipal Court 3.00 3.00 3.00 3.00 3.00 Total Policy & Administration 26.50 28.00 29.00 29.00 31.00 Total All Programs 183.50 187.56 195.61 197.11 205.61 . 161 • • • • • 1996/97 Adopted Budget City of Tigard, Oregon • Management/Professional Group • Salary Schedule for 1996/97 • Range Category Position Title Pay Range • 43 M3 Confidential Executive Assistant Hourly 12.28 - 16.45 Monthly 2,128 - 2,851 • Annually 25,541 - 34,218 44A M4 Library Volunteer Coordinator Hourly 12.59 - 16.87 • M4 Library Technical Services Coordinator Monthly 2,183 - 2,925 • M3 Micro Computer Support Tech Annually 26,191 - 35,104 • 45 M3 Assistant Planner Hourly 12.92 - 17.31 • Executive Assistant to City Administrator Monthly 2,239 - 3,000 • Human Resources Technician Annually 26,865 - 36,003 Circulation Supervisor Risk Assistant 46A M3 Librarian Hourly 13.24 - 17.76 M4 Buyer Monthly 2,296 - 3,077 • M3 Police Records Supervisor Annually 27,551 - 36,926 48 M3 Development Services Supervisor Hourly 13.94 - 18.67 • Monthly 2,416 - 3,236 • Annually 28,987 38,836 • 50A M3 Fleet Services Coordinator Hourly 14.66 - 19.64 Monthly 2,540 - 3,405 • Annually 30,485 40,859 • • 51A M3 Associate Planner Hourly 15.03 - 20.15 Monthly 2,606 - 3,492 • Annually 31,271 - 41,907 52A M2 Wastewater Operations Supervisor Hourly 15.42 - 20.66 Water Operations Supervisor Monthly 2,673 - 3,582 • Grounds and Streets Supervisor Annually 32,070 - 42,981 • • 53 M3 Human Resource Analyst Hourly 15.81 - 21.19 Monthly 2,741 - 3,673 Annually 32,894 - 44,080 55A M3 City Recorder Hourly 16.63 - 22.29 Monthly 2,884 - 3,865 Annually 34,605 - 46,377 • 56A M3 Library Division Manager Hourly 17.06 - 22.87 Monthly 2,958 - 3,964 Annually 35,491 - 47,563 • • • 162 • • 1996/97 Adopted Budget ~ City of Tigard, Oregon • Management/Professional Group Salary Schedule for 1996/97 57 M3 Senior Human Resources Analyst Hourly 17.50 - 23.45 Senior HR/Telecommunications Analyst Monthly 3,034 - 4,064 . Annually 36,402 - 48,773 58 M2 Project Engineer Hourly 17.96 - 24.05 Operations Division Manager Monthly 3,112 - 4,170 Property Division Manager Annually 37,338 - 50,034 • Utility Division Manager • Administrative Services Manager 59 M2 Planning Supervisor Hourly 18.59 - 24.67 Plans Examination Supervisor Monthly 3,191 - 4,276 Annually 38,287 - 51,308 • 60 M2 Senior Management Analyst/Risk Hourly 18.88 - 25.30 Monthly 3,273 - 4,386 Annually 39,273 - 52,631 61 M2 Planning Manager Hourly 19.37 - 25.96 Financial Operations Manager Monthly 3,357 - 4,498 Annually 40,285 - 53,979 64 M2 Building Official Hourly 20.89 - 27.99 • Engineering Manager Monthly 3,621 - 4,853 Annually 43,455 - 58,236 66 M2 Assistant to the City Administrator Hourly 21.98 - 29.45 Lieutenant Monthly 3,810 - 5,105 Network Services Director Annually 45,715 - 61,257 • 68 M2 Human Resources Director Hourly 23.12 - 30.98 Monthly 4,007 - 5,370 Annually 48,087 - 64,440 69 M2 Police Captain Hourly 23.71 - 31.78 Monthly 4,110 - 5,508 Annually 49,323 - 66,101 70 M1 Library Director Hourly 24.32 - 32.59 • Finance Director Monthly 4,215 - 5,649 • City Engineer Annually 50,584 - 67,786 72 M1 Maintenances Services Director Hourly 25.58 - 34.28 Community Development Director Monthly 4,435 - 5,942 Annually 53,128 - 71,306 • 73 M1 Police Chief Hourly 26.24 - 35.16 Monthly 4,548 - 6,095 Annually 54,578 - 73,141 163 r • • • • • • 1996/97 Adopted Budget • City of Tigard, Oregon Tigard Police Officers Association • 1995/96 Salary Schedule • • • Classification Step 1 Step 2 Step 3 Step 4 Step 5 • • • Records Clerk Monthly 1,700 1,788 1,883 1,982 2,086 • Hourly 9.81 10.32 10.86 11.43 12.03 i • • Property/Evidence Clerk Monthly 1,806 1,896 1,990 2,090 2,194 • Senior Records Clerk Hourly 10.42 10.94 11.48 12.06 12.66 • • • Detective Secretary Monthly 2,127 2,233 2,345 2,462 2,585 • Hourly 12.27 12.88 13.53 14.20 14.91 • • • • Community Service Monthly 2,181 2,289 2,406 2,525 2,651 • Officer Hourly 12.58 13.21 13.88 14.57 15.29 • • Police Officer Monthly 2,642 2,711 2,853 3,003 3,162 • Hourly 15.24 15.64 16.46 17.33 18.24 • • Corporal Monthly 2,841 2,914 3,067 3,230 3,399 • Hourly 16.39 16.81 17.69 18.63 19.61 • • • • Sergeant Monthly 3,039 3,117 3,281 3,454 3,636 • Hourly 17.53 17.98 18.93 19.93 20.98 • TPOA is currently in contract negotiation. The salary schedule shown here is from 1995/96. • • • • • • • • 164 0 1996/97 Adopted Budget City of Tigard, Oregon Oregon Public Employees Union 1996/97 Salary Schedule • RANGE STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 STEP 6 STEP 7 56 Senior Inspector Monthly 2,987 3,136 3,293 3,458 3,631 3,812 4,003 Hourly 17.23 18.09 19.00 19.95 20.95 21.99 23.09 • 55 Senior Plan Examiner Monthly 2,912 3,058 3,210 3,371 3,540 3,717 3,902 Hourly 16.80 17.64 18.52 19.45 20.42 21.44 22.51 . 54 Engineering/Survey Specialist Monthly 2,840 2,982 3,131 3,288 3,452 3,625 3,806 Hourly 16.38 17.20 18.06 18.97 19.92 20.91 21.96 • 52 Inspector II Monthly 2,699 2,834 2,976 3,124 3,281 3,445 3,617 Hourly 15.57 16.35 17.17 18.03 18.93 19.87 20.87 S 51 Plan Examiner Monthly 2,632 2,764 2,902 3,047 3,199 3,359 3,527 Hourly 15.18 15.94 16.74 17.58 18.46 19.38 20.35 • 50 Senior Engineering Technician Monthly 2,566 2,694 2,829 2,970 3,119 3,275 3,439 Hourly 14.80 15.54 16.32 17.14 17.99 18.89 19.84 46 Engineering Technician II Monthly 2,319 2,435 2,557 2,685 2,819 2,960 3,108 Network Technician Hourly 13.38 14.05 14.75 15.49 16.26 17.08 17.93 • Inspector I 44 Senior Utility Worker Monthly 2,204 2,314 2,430 2,551 2,679 2,813 2,954 • Mechanic Hourly 12.72 13.35 14.02 14.72 15.46 16.23 17.04 Water Works Inspector Water Oual Prog Coord • 42 Senior Accounting Assist Monthly 2,095 2,200 2,310 2,425 2,546 2,674 2,808 Hourly 12.09 12.69 13.33 13.99 14.69 15.43 16.20 • 41 Sr. Admin Specialist Monthly 2,043 2,145 2,252 2,365 2,483 2,607 2,738 Information Processing Tech. Hourly 11.79 12.38 12.99 13.64 14.33 15.04 15.80 • 40 Utility Worker II Monthly 1,992 2,092 2,196 2,306 2,421 2,542 2,669 40 Engineering Tech I Hourly 11.49 12.07 12.67 13.30 13.97 14.67 15.40 Development Serv Tech Building Maint Tech Maint Serv Tech • 38 Accounting Assist II Monthly 1,893 1,988 2,087 2,191 2,301 2,416 2,537 Hourly 10.92 11.47 12.04 12.64 13.27 13.94 14.64 • 37 Admin Specialist II Monthly 1,846 1,938 2,035 2,137 2,244 2,356 2,474 PBX Operator Hourly 10.65 11.18 11.74 12.33 12.95 13.59 14.27 • Senior Library Assist 33 Library Assistant Monthly 1,668 1,751 1,839 1,931 2,027 2,129 2,235 Hourly 9.62 10.10 10.61 11.14 11.70 12.28 12.90 32 Accountin Assistant I Monthly 1,626 1,707 1,793 1,882 1,976 2,075 2,179 • Utility Worker I Hourly 9.38 9.85 10.34 10.86 11.40 11.97 12.57 31 Admin Specialist I Monthly 1,586 1,665 1,749 1,836 1,928 2,024 2,125 Hourly 9.15 9.61 10.09 10.59 11.12 11.68 12.26 165 • 1996/97 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment • 1995/96 1996/1997 Adopted Adopted Community Services 1110 Police Administration Transcriber 400 0 Typewriter 0 800 • Desk/Chair 0 2,500 • Total Police Administration 400 3,300 1120 Police Operations . Cell Phones 0 600 Replacement Patrol Vehicles (6) 126,534 130,330 Replacement Bulletproof Vests (12) 6,900 • Radios (4) 6,600 10,000 • Supervisors print kit 0 250 Training Equipment 400 w Weapons: Glock/Sig-sauer 0 550 • Radar gun replacements 0 2,850 Proximity locks for Police building 0 6,500 AR-15 rifles (12) 7,900 • Evidence processing units 600 Lite Bar traffic stick (3) 6,500 2,250 New car mounting kit and attachments 2,000 Ballistic sheild 2,000 • Motorola unit for new patrol car 0 2,500 Laser Printer 800 Portable battery replacements 3,750 3,600 Holding Cell monitor 1,000 Desks/workstations 3,600 3,600 Mp5 shoulder weapons 15,800 800 Mhz desk top radio 2,700 a Riot helmets with face shield (10) 0 2,000 Replacement VCR 0 500 Total Police Operations 168,584 184,030 1130 Police Investigation • Replacement Detective Vehicle (2 replace,l new) 36,680 56,670 • Radios 2,420 2,420 Night camera system 0 750 Office furniture for Detectives 6,000 1,500 • Lazer printer 1,500 Color Scanner 1,000 Printer/tax for records 1,000 • Cell Phone Replacement (7) 0 2,500 • Bullet proof vests (2) 1,000 750 Copy Machine replacement 10,000 Software license (20) 4,000 Videoman CCTV System 0 300 Double head VCR/Time lapse recorder/Monitor 3,600 Sony Video graphic printer 1,300 Computer workstations 20,250 16,300 • GSR kit replacements (4) 0 1,080 Total Police Investigations 80,350 90,670 • Total Police 249,334 278,000 166 • • • • 1996197 Adopted Budget • City Of Tigard, Oregon Schedule Of Capital Equipment • 1995/96 1996/1997 • Adopted Adopted • • 1410 Library - Administration • Network/Wili Computer Equipment 1,050 Children's computer 2,000 • Computer workstations (8) 11,080 Copier 9,000 • Public Access Computers (2) 3,500 3,600 • Fax Machine 1,500 • Internet grant equipment 8,170 CD rom network upgrade/UMI 31,500 • Barcode reader (2) 750 700 Laser Scanners (4) 4,300 Label Maker 250 Book drop/rolling carts 3,800 • Display Unit for Foyer 3,000 • GIS workstation for public use 2,085 Total Library Administration 44,435 41,850 • • 1420 Library - Readers Services • Shelving 1,150 2,475 • Oak end panels, laminated top/paneling 1,115 Microfiche cabinet 1,200 Microfiche carrier 2,795 • Office Chairs (2) 1,000 Hanging rack 450 • Book truck 385 Display Rack 680 • Newspaper display rack 970 Total Library Readers Services 5,000 7,220 • 1440 Library - Circulation • Self check automated check out systerrvcabinet 24,345 • Book carts 885 . Check out workstation 2,295 • Receipt printers (2) 1,120 Shelving 300 • In Counter desensitizers (2) 550 2,065 • Total Library Circulation 4,265 27,295 • • 1600 Grounds . In Park Vehicle (1) 15,600 Computer Workstation 0 1,970 • 21" push mowers (2) 1,600 • Mobile Radios (4) 1,250 Turftrack Mower w/attachments 0 20,000 • Spray tank for in-park vehicle 5,000 • Power limber 800 36" commercial mower (replacement) 31200 • Computerized irrigation control • Weedeaters (2) • Winch for Toro 500D mower Total Parks 18,450 30,970 Total Community Services 321,484 385,335 • • • 167 • • • • 1996/97 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1995/96 1996/1997 Adopted Adopted • Public Works 2110 Administration • Workstation 2,505 Upgrade Maint Serv Server 12000 Oracle License fee 5800 • Memory upgrade 800 Electronic security gate for Maint Serv 4400 Radios 800 mghz (5) 9000 • Total Administration 32,000 2,505 • 2120 Sanitary Sewer Combination Sewer Cleaner 87,500 Vehicle 1/4 of cost split 5,000 Gas monitor replace 2,800 Computer workstations (1) 1,705 Radios (5) 1,875 2,300 • Utility Trailer (1/5) 3,600 • Shoring Shield (1/8) 950 Hansen Software upgrade 16,950 • Total Sanitary Sewer 25,080 97,600 2125 Storm Sewer Chainsaw concrete cutter 5,000 • Combination Sewer Cleaner 87,500 Vehicle 1 /4 of cost split 5,000 Quick Grapple Attachment • Utility Trailer (1/5) 3,600 Hansen Software upgrade 15,650 w Shoring Shield (1/8) 950 • Radios (3) 625 1,150 • Total Storm Sewer 25,825 93,650 • 2130 Streets Maintenance Computer Workstation (1) 1,385 2,505 Replacement utility vehicle/lift gate 23,500 • Asphalt patch truck (Replacement) 88,000 Brush Chipper (1/4) Snow plow 3,280 • Radios (4) 1,250 Heat Torch 0 750 Utility Trailer (1/5) 3,600 Hansen Software upgrade 11,770 • Replacement crack sealer pump 0 Total Streets Maintenance 106,005 30,035 2150 Fleet Malnentance Band Saw 1,200 Hansen Intell Software 1,500 • Hydraulic floor crane 0 1,800 Cordless phone Air conditioner • Total Fleet Maintneance 2,700 1,800 2160 Property Management Shops furnace 3,500 Paint Red Rock Creek 300 Replace carpet 0 4,500 • Total Property Management 0 8,300 168 1996/97 Adopted Budget • City Of Tigard, Oregon Schedule Of Capital Equipment 1995/96 199611997 • Adopted Adopted 2170 Water Replacement vehicle cost split 10,000 . Hansen Software 11,450 Computer Equipment/Lap top 1,640 5,415 Chairs for crew room 0 850 • Meter reading van 0 Utility Trailer 7,200 ' Radios (8) 2,500 2,300 Backhoe Replacement 46,000 Sample stations 2,000 Shoring Shield 3,750 Emergency Lighting 0 Rechlorination Equipment 2,500 • Upgrade pumps 0 18,000 Stick locator 0 Scada upgrades and equipment 4,000 750 Aqua Scope leak detector 1,500 • Hydraulic Tools SCADA Equipment phase III 5,000 Generator (2@ 28,000) 56,000 Total Water 81,040 99,815 • Total Public Works 272,650 333,705 Community Development 2210 Administration Telephone 400 • Improvements counter tops, etc Office Furniture 1,500 6,100 Printer 400 Self help desk 2,000 • Computer Workstations /Lap top 1,390 8,400 Total Administration 1290 16,900 2220 Building Inspection Tidemark report programming e Computer Upgrades (7) 10,800 • Answering machine/Transcriber 450 Typewriters (2) 0 Plan Storage bin 0 File Cabinet 0 • Laser Printer 2,000 Counter stools and tray 0 Fax machine 1,750 • Copier Replacement 1,000 Office Equipment 6,850 CD tower 3,000 Replacement Vehicles (3) • Total Building Inspection 16,000 9,850 • 169 • 1996/97 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1995196 1996/1997 . Adopted Adopted 2230 Current Planning • Computer Upgrades (2) 2,770 Total Current Planning 2,770 0 2235 Advance Planning i GIS workstation upgrade 2,420 1,100 Computer workstations (2) 270 Office furniture 0 1,550 • Avenue software for Arcview 1,400 . Total Advance Planning 4,090 2,650 • 2240 Engineering Vehicle for Tech II 18,000 Computer for Tech II 1,500 2,000 • Fumiture for Tech II 1,000 2,000 Mobile Phone for Tech II 400 Survey equipment replacement 4,400 • Copier 5,300 AutoCAD/DCA software 2,500 Phone for Dept Sec. 400 . Laser Printer Replacement 3,000 Computer workstations (3 Pentium) 12,000 6,700 File cabinets (4) 4,000 Digitizer upgrade 400 Survey van replacement 20,000 CAD software for new stations 0 • Traffic Counter 900 900 Total Engineering 48,500 36,900 • Total Community Development 74,650 66,300 Policy & Administration • 3110 Mayor & Council Upgrade to Sound system 1,500 6,860 Fax machines for mayor and councilors 1,000 1,200 • Computer workstations 6,500 • TH/THCR repairs 350 Whiteboard 270 Total Mayor & Council 3,120 14,560 3120 City Administration • Laser Printer Replacement 3,000 Workstations (3) f♦ File Cabinets (2) • Laptop Computer 3,500 Office furniture 2,100 Answering machine • Computer Workstations (4) 5,540 900 Fax Machine Portable white board 0 Sound system upgrade 0 Total City Administration 12,040 3,000 3130 Human Resources Privacy panel 200 • File cabinets 1,800 Laser Printer Replacement 2,000 Computer Workstations (4) 6,000 3,000 Total Human Resources 8,000 5,000 170 1996/97 Adopted Budget • City Of Tigard, Oregon Schedule Of Capital Equipment 1995/96 1996/1997 • Adopted Adopted 3211 Finance • Computer Workstation (1) 1,500 Copier Replacement- Niche 0 15,500 • Phone system upgrade & Expansion 26,500 Total Finance 28,000 15,500 3220 Computer Systems • Mother board replacement 0 0 Digiboard dial up lines 800 Voice Mail 510 . Castell tax 2,000 Replace library router 2,000 Additional hubs 5,850 Uninterruptible power supply 2,000 • Dedicated application workstations 10,000 Commander Server Console 2,000 Modems for remote dial in (5) 950 1,250 • Network Interfaces Replacement (75) 5,625 Network Fax Interface 2,000 Palindrome backup system 5,000 • Computer Workstation (1 Pentuim) 3,000 • 0 Total Computer Systems 18,575 24,410 3230 Accounting Replacement calculators (3) 400 400 Computer Workstations (2) 2,800 Encoder/Endorser 5,000 • High Speed Printer 11,000 Office furniture 1,950 Bar Code Reader (3) 1,650 • Computer Equipment 7,200 Total Accounting 20,850 9,550 3310 Risk Management Radio EMP 750 Lockable filing cabinet 725 Ergonomic chair 400 • Upgrade RAM computer 275 New phone for FTE Risk Technician 400 Desk workstation 1,350 . Computer Workstation (1) 1,500 1,900 • Total Risk Management 1,500 5,800 3320 Office Services • Computer Workstations (3) 4,825 Computer workstation 1,800 Cellular phone 350 . Software upgrade Coreldraw 330 Memory upgrade 320 Laser Printer replacement 2,000 . Headset replacement 250 Vehicle Replacement 13,000 Total Office Services 20,725 2,150 • 171 • • • • • 1996/97 Adopted Budget • City Of Tigard, Oregon Schedule Of Capital Equipment • 1995/96 1996/1997 Adopted Adopted • • 3330 Records Computer Workstation (2) 2,800 3,600 Shelving Canterbury 1,755 Computer Aided retrieval system for microfilm 7,500 • Total Records 10,300 5,355 • • 3340 Municipal Court • Computer Workstations (2) 2,800 • Chairs 800 • Pentium computer 1,800 Total Municipal Court 2,800 2,600 Total Policy & Administration 125,910 87,925 Total Capital Outlay 794,694 873,265 • • • • • • • • • • • • • • • • • • r • • • • • • • • • 172 • • Oregon 7 Adopted Budget City o~ Tigard, 199619 City MaP QO O~ A`n ORCS FERRY RD by v HALL o $L vo cc LOCUST BE AVERT ON LU SCµO4`5 F AFFL ST T A gT n~ Q N K ~ GREENBURG `a ~'Srzik~R ~ r ~ WALNUT ~ a q r GAARDE ST BpNtTA V BULL MOUNTA,N RD 4O t7 D DURHAM U u Rev HAM Cob TU ALATtN 1996/97 Adopted Budget City of Tigard, Oregon Organization Chart • • • • • -~min~slra'iCn ~'dmin;;;ral,On ~:min.,••a!ipn Adm:niSlrali0n c~q,dar Analyst • • • Peaders San~tarv Building Sit commumv ~Gcrations Services ;ewer nspection ugnis/S,gnals nvclvemeot Accounting • • • • _ Z`In"c' currenl e^ 011iCe Planning services • • • • =~rc..a~..nn Narer Advance = 3k Records Planning ^aaragment • • • MUniCll l maint~narce -Cut • • • • • • Pr_ -je! a nnet"'anl • 174 • • • r • • • • • • • • • • • • • • • • • • CITY OF TIGARD • • • SETTING THE STANDARD FOR SERVICE • • EXCELLENCE • • • We are committed to: • • • PARTICIPATION • Citizens and employees working together • INNOVATION • • Consider and respect new ideas • RESPONSIVENESS • Accurate and timely • • COMMUNICATION Open and clear • • COURTESY • • To all • • • • • •