The URL can be used to link to this page

City of Tigard Budget - FY 1999-2000 CITY OF TIGARD OREGON x, v ..A . i tom..-...~, _ Y • • 1999/00 ADOPTED BUDGET ` r I I i I • • • The 1999/00 Budget cover sports two pictures from the June 1999 Tigard Festival of Balloons. • • The aerial balloon photo was taken by Jan Wegner, a City of Tigard resident since January 1994. Jan rode • in the Desert Winds balloon piloted by Steve Whiteley. The night glow photo was taken by City of Tigard employee Dee Wise, who is the Senior Records and Information Specialist for the City. • The Tigard Festival of Balloons is put on by a non profit community group and is sponsored in part by the • City of Tigard with a cash contribution and with in kind contributions of labor and materials by the Public Works Parks Division and the Police Department. Scores of volunteers also contribute to the success of this event. • The Festival of Balloons is a City of Portland Rose Festival sanctioned event and attracted more than • 80,000 people this year. • • • • • • • • • • • • • • • • • • • • A • • s . BUDGET COMMITTEE Mike Benner Mayor James Nicoli George Burgess Councilor Paul Hunt Craig Dirksen Councilor Brian Moore Gene Farnstrom Councilor Joyce E. Patton Darlene Stevens Councilor Ken Scheckla CITY STAFF City Manager William A. Monahan Public Works Director Ed Wegner Library Director Melinda Sisson Chief of Police Ron Goodpaster City Engineer Gus Duenas Interim Director of Finance Cyndi A. Turner Director of Network Services Paul deBruyn City Recorder Cathy Wheatley Community Development Director James N.P. Hendryx Human Resources Director Sandy Zodrow Risk Manager/Management Analyst Loreen Mills City Attorney Ramis, Crew, Corrigan & Bachrach City of Tigard, Oregon 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; 1998 • • • President Executive Director . The Government Finance Officers Association of the United States and Canada (GFOA) presented an award of Distinguished Budget Presentation to the City of Tigard for -its annual budget for the . fiscal year beginning July 1, 1998. . In Order to receive the 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 / communication device. , The award is valid for a 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. , May 3, 1999 CITY OF TIGARD OREGON Honorable Mayor Nicoli, members of the City Council and Citizen Members of the Budget Committee, I hereby submit for your consideration the 1999/00 Proposed Budget for the City of Tigard. The City of Tigard has been fiscally prudent on a consistent basis throughout the past decade and as a result finds itself in a strong fiscal position. The City continues to operate within the guidelines of the financial plan, which was established in 1995. The Plan projects City revenues and expenditures through 2006 for all funds and activities. The financial plan provides for the addition of 53 positions through 2006 allowing the City to continue quality services to the growing community. Major Issues Several major issues influenced the preparation of this budget. The largest issue facing the City, at this time and for the next several years, is water supply. A multi-year process has culminated in the decision to tap the Willamette River for drinking water. The City will continue working with its westside partners to develop this project. The City Council intends to issue revenue bonds in the near future to fund Tigard's share of design and construction. This budget proposal includes appropriations of $4,000,000 to begin work on this project. Tigard's share of the total cost of the construction project is $42,000,000. As you know, the City currently purchases the majority of its water supply from the City of Portland Water Bureau through a contract that extends through 2007. Due to high water usage during several periods last summer and fall, the City will be penalized under Portland's contract for "peaking". The penalty increased our water cost from Portland from $.65 per unit to $1.22 per unit effective 7/1/99. This increase results in increased water costs estimated at $1,100,000 for 1999/00. The City Council along with the Intergovernmental Water Board are considering a water rate increase of $.50 per unit. The increased cost of water has been included in the budget proposal. The City Engineer has identified a list of potential road improvements. A transportation advisory committee is currently evaluating needed road improvements. After completing its work, the Committee will make a recommendation prioritizing the projects to the City Council. The Council will then consider placing a measure on the November 2000 ballot for bonds to fund the selected projects. The City Council recently received the Park System Master Plan, which identifies over $20,000,000 in park improvements throughout the City. Over the next year, the Council will discuss how to fund the park improvements. A related issue is the progress of the 13125 SW Hall Blvd., Tigard, OR 97223 (503) 639-4171 TDD (503) 684-2772 • • • Atfalati Recreation District Group. They are exploring the feasibility of establishing a Park • district that would cover an area which could include Tigard, Tualatin, Sherwood and Durham areas. Technology will always be a major issue for the City of Tigard. The City's computer network and related hardware and applications provide employees and citizens with • greater access to information and a higher level of service. We are following through on a regular schedule of equipment replacement to ensure that equipment does not become outdated or unproductive given the industry's constantly changing technology. The City has worked hard to identify, prioritize and address' year 2000 readiness with • services, equipment and software. The year 2000 plan has been staffed by executive staff • leaders and has involved many staff throughout all levels of the organization. The process has included prioritization of tasks that should be undertaken and identification of the most mission essential. The City has chosen to address the most critical programs for funding • in this budget. • 1999/00 Budget Proposal • The 1999/00 budget proposal has been designed to ensure the continued provision of quality services to the community while at the same time recognize those areas of City operations that need more resources. Department Heads were instructed to budget in accordance with the financial plan guidelines. Although there were some exceptions in a certain budget units, the overall proposed budget is below the financial plan limit. The total proposed operating budget of $24,254,240 represents an increase of 12.6% over the 1998/99 Adopted Operating Budget. Without the water cost increase noted above, the increase in the operating budget would have been 7.5%. The financial plan limit for the • total operating budget was $24,402,691; thus the Proposed Operating Budget is below our financial plan limit. • The Proposal includes 9.7 additional FTE's. 3.0 new positions are slated for the Police department, 2.2 for the Library, 6.0 for Public Works, 1.0 for Engineering and 1.5 for • Administration. Offsetting these new positions is a reduction of 4.0 positions from the • building inspection unit. The proposal includes $1,333,790 in capital equipment and $19,796,800 in capital improvements. The capital equipment proposal includes replacement of 7 Police vehicles; 2 new vehicles and a Rotary deck mower for the Parks Division; replacement of an old • Line Cleaning truck for the Sewer and Storm Divisions; ADA property improvements; and • replacement of an old Backhoe for the Water Division. The 1999/00 budget proposal was designed to provide continued quality services and to address a variety of significant issues as follows: • • • • ii ~ Police The'budget proposal includes the addition of three Police positions. One officer and one records clerk are included in the financial plan and an additional officer being added is funded by a grant. Also included are the continuation off programs such as DARE, GREAT and Peer Court. Funds have also been included to purchase two fully trained Police canines to compliment the force. Library Library funding from Washington County is estimated to increase by 6.7%. Washington County continues to honor its commitment to fund the Library system even in the face of Measure 50, which generally reduced property taxes. The Library, still responding to growth, will add just over two FTE's bringing their staffing level up to 29.7 FTE. Technology continues to enhance the access to information provided to Library patrons. The Proposed Budget includes funds to continue renewing and adding to the collection of online databases and computer oriented materials, as well as customary Library collections. Public Works Although the focus 'of Public Works has been the water supply issue, many other issues related to the maintenance of City infrastructure are addressed in the budget proposal.- Six new positions have been included in the budget proposal for Public Works, along with related equipment purchases and replacements. The Parks program continues to grow as more land is added to the system. One new position is being proposed for park maintenance. In addition, several large pieces of equipment are in the parks budget to enhance or maintain the maintenance of park and greenspace property. Equipment includes two replacement vehicles, a new rotary deck mower and a multi-use maintenance vehicle to be used at Cook and Summerlake parks. Public Works Administration has proposed a new position to support the water supply project and the relationship with the water partners. Also included is the replacement of the Director's vehicle. The Storm and SanitarySewer units will continue with the same number of positions through the next year. Both units propose to split the cost of a replacement Combination Sewer line cleaning truck estimated at $250,000. This type of equipment is used regularly to carry out the work requirements set forth by the Unified Sewerage Agency. The Street maintenance unit will add a utility worker position to enhance the capability of the street maintenance crew to address the increasing demand in the City and in the Urban Service area. The County has pledged $120,000 for services in the Urban area of the County serviced by Tigard. The proposal also contains a replacement sign machine and a replacement crack sealer. iii The .Property Management unit manages the maintenance.of City buildings' Included in • this budget are. janitorial costs and other costs associated with the maintenance .of City • facilities. Also included are a series of projects related .to compliance with the ADA and projects at various facilities requested by departments. Proposed projects total ..an estimated $125,900. . The water'system budget-'-.proposal is significantly greater than the previous year. It . • includes two new utility worker positions to.assist with water projects. and maintenance' • activities.. 'Capital equipment .requests include the* replacement . of two maintenance vehicles and a backhoe. Significant funds are also, included" to review and .upgrade the SCADA system. The most notable change in the water budget is the addition of just,over $1,100,000 for purchased water from the City of Portland.. Due to the peaking language in.. the Portland surplus water, agreement, the City will be penalized in its cost of water from • Portland beginning July 1., 1999. The rate the City pays for wholesale water will increase • from $.66 to $1.22 per unit of water. • Community" Development r Most units, in the Community Development program- reflect no unusual budget changes from the previous year. The Building unit reduced their FTE requirements by four.positions due to a general slow down in development activity. A building fee increase proposal was ; approved by the City Council in. April 1999 but appealed by the Homebuilders Association. Some fee, increases were upheld while others were rejected. by the Oregon State Building. • Division: - A study will be undertaken to propose new fees which can withstand scrutiny 'by • the State and generate sufficient funds to maintain services. • The Long Range Planning unit has included $70,000'.for-two planning studies. One is for the preparation of a plan for the Downtown and -the other is for. the follow up 'and implementation of the Washington Square regional plan. • The Engineering department is proposing the addition of a Project Engineer,to increase the capacity of the department to complete more projects approved by the Council. The • Engineering, budget also includes the replacement of a number of computer workstations and various pieces of survey equipment. City Administration Total staffing in City Administration is proposed to increase..by 1..5 positions..' A Budget Analyst position is being- added to. the Finance department,to assist with the allocation of r costs between' the various work units and funds and to periodically, review fees and • charges and other revenue. sources. The City Administration budget includes $10,000 for a citizen survey and related consulting services, as part of theCity's Visioning program. - It also anticipates, publishing 12 issues of the Cityscape. • iv • The Human Resources budget proposal includes a classification and compensation study for the Management Professional group and trainer services for Citywide Supervisory training and other training programs. The Network Services budget includes all computer equipment from all work units. Such purchases were distributed to the various work units in the past and have been pulled together in this budget to allow for more consistent management of equipment and replacement parts. The Accounting budget includes the costs of the annual audit in the second year of the contract with the selected audit firm. This budget also anticipates the outsourcing of utility bill mailings rather than the replacement of significant mailing equipment. Also included are software upgrades to the financial system to address Y2K readiness. The central records unit budget proposal includes the addition of a half time position to assist with the increasing volume of records maintenance activities including microfilming and storage. General Government General Government expenditures include City dues and subscriptions to various organizations and utilities for all City facilities. Also included are funds for signing and interpretation at public meetings. The City attorney budget for litigation and miscellaneous matters is estimated at S60,000. The balance of City attorney services are budgeted in the various departments. Capital Improvements This budget proposal appropriates all funds, which were identified for Capital Projects in the financial plan. The Capital Improvement Project process is currently underway with the City Engineer leading the way through a series of public meetings. The results of this process will identify a list of improvement projects to be funded. The list of Improvement priorities will, be presented to the City Council at the. Budget Hearing meeting for approval and inclusion in the budget. The total Capital Improvements included in the budget proposal are $19,796,800. Debt Service General Obligation debt service has decreased dramatically compared to the previous year. The last year of the 1989 road bonds matured and were paid in 1998/99. The remaining General Obligation bonds are those related to the construction of the Civic Center in 1984 and will mature in 2003. The balance of debt service is related to Local . Improvement Districts and will be repaid by assessments from participating property owners. v Awards • • The City continues to-participate in the Government Finance Officers Association awards • programs for Financial Reports and Budgets. The City was awarded the Certificate of Achievement for Excellence in Financial Reporting for the year ending June 30, 1998. The City also received the Distinguished Budget Presentation award for the 1998/99 budget. • The City will continue to produce quality financial. documents that meet-the requirements of • both of these programs. • Conclusion . The, City of Tigard proposed budget has been thoughtfully prepared to address areas of • growth and to fall within the-guidelines of the "financial plan. Approval of the budget as 0 proposed ensures the continued provision of quality services to_ the public and will- also • allow the provision of those services well into the next century. I want to thank the City Council for their-support- throughout this budget process and the . • Citizen members of the Budget Committee for taking their- time to be involved 'in this • important civic endeavor. I also want to thank all department heads. and their staff for-their • sincere efforts at producing a budget that will provide the best value to the citizens of • Tigard. • Respectfully Submitted, • • William A. Monahan City Manager • • vi • :...........................:::.:....:.::::.::.:.::..::::::..:......::...:......:~#..:.:::Ad~~: > 31. ENS . QI >;'>>Fa N BUDGET INFORMATION: Readers Guide to the Budget Document 1 Council Goals 3 Budget Process 5 City Information 7 Organizational Structure a . Fiscal Policies 8 Property Tax Summary 11 Tax Base History 12 Assessed Valuation 13 Program Budget Matrix 14 Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance- Governmental 17 Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balances - Special Revenue 18 Combined Budget Statement of Revenues, Expenditures and Changes in Retained Earnings - Proprietary 1 Comprehensive Long Term Financial Plan 20 REVENUE SUMMARY: Revenue Summary 23 Property Tax Revenue 25 - State Revenue 26 Enterprise - User Fee Revenue 26 Connection Fee Revenue 27 Permit Revenue 2 Franchise Fee Revenue 28 County Revenue 2c Fine Revenue 2a interest Revenue 29 FUND REVENUE: General Fund 30 Enterprise Funds 34 Sanitary Sewer Fund 35 Storm Sewer Fund 3B Water Fund 37 Water SDG Fund 3.8 Willamette River CIP Fund 32 Water Quality/Quantity Fund Special Revenue Funds 40 Building Fund 42 Electrical Inspection Fund 43 Urban Services Fund 43 Criminal Forfeiture Fund 44 State Gas Tax Fund 44 County Gas Tax Fund 45 Traffic Impact Fee Fund 45 Traffic Impact Fee -Urban Services Fund 45 Parks SDC Fund 4= Underground Utility Fund 47 Workers' Compensation Fund 4~ FEMA Disaster Fund 48 Tree Replacement Fund 48 Gi7Y QGl~IU ..4.R~U.................................... • a Q Debt Service Funds 49 General Obligation Debt Service Fund 51 • Bancroft Bond Debt Service Fund 51 Capital Projects Funds 52 Special Assessment Improvement Fund 53 Park Levy Improvement Fund 53 - Facility Fund 54 • Metro Greenspace Fund 54 69th Ave. LID Fund 55 - PROGRAM EXPENDITURES: Program Budget Organization 56 • 'Organization Chart 59 Expenditure Summary -,By Program 60 - OPeratin9 Bud9et HistorY 61 Total Operating Budget 62 COMMUNITY SERVICES PROGRAM: Community Services Recap 63 Police 64 • 74 Library . Arts Funding & Social Services 87 Parks 88 • PUBLIC WORKS PROGRAM: Public Works Recap 91 Administration 92 • Sanitary Sewer 95 ' • Storm Water 98, Streets 101 Fleet Maintenance 104 Property Management 107 i Water 110' DEVELOPMENT SERVICES PROGRAM: - Development Services Recap 113. Community . Development Recap 114 Administration 115 • Building Inspection 118 Current Planning 121 • Long Range Planning 124 Engineering 127 Street Lights & Signals 130 • • r • • :::::::::.:...:..........:........:::::.;:::..............:....::::::.::::.:::....G........Q.......GftFFA.:4 . 0 Ado F g ...P POLICY AND ADMINISTRATION PROGRAM: Policy and Administration Recap 132 City Administration Recap 133 Mayor and City Council 134 City Administration 137 Human Resources 140 Visioning 143 Risk Management 144 Network Services 147 Finance Recap 150 Finance 151 Accounting 154 Administrative Services Recap 157 Office Services 158 Records 161 Municipal Court 164 GENERAL GOVERNMENT PROGRAM: 167 City Wide Support 169 City Attorney 170 DEBT SERVICE/CAPITAL IMPROVEMENTS/CONTINGENCY: Debt Service Program Summary 171 General Obligation Bonds 174 Bancroft Improvement Bonds 175 Capital Improvements Program Summary 176 . Summary of Capital Projects 178 Summary of General Capital Improvements 179 Five Year Capital Improvement Plan 180 Contingency 202 APPENDIX: Glossary of Budget Related Terms 203 Advisory Committee 208 Staffing Summary 210 Management/Professional Group Salary Schedule 211 Tigard Police Officers Association Salary Schedule 214 Oregon Public Employees Union Salary Schedule 215 Schedule of Capital Equipment 217 City of Tigard Map 225 • City of Tigard, Oregon i '1 BUDGET INFORMATION Reader's Guide to the Budget Document City Council Goals & Tasks Budget Process City Information Organizational Structure Fiscal Policies Property Tax Summary Tax Base History Assessed Valuation Program Budget Matrix Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance - Governmental Funds Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance - Special Revenue Funds Combined Budget Statement of Revenues, Expenditures and Changes in Retained Earnings - Proprietary Funds Comprehensive Long Term Financial Plan City of Tigard, Oregon City of Tigard, Oregon 99 3ft3LF >::A i tEt€:.f tid Qf: >'?X , 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 eleven sections as outlined below: Budget Information The Budget Information section describes the program budget matrix, the budget 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, 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 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. 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. The basis of accounting described above are in accordance with generally accepted accounting principles. Revenue Summary The revenue summary section provides historical revenue graphs, as well as revenue narratives by major source of revenue. Fund Revenues The fund revenue source section provides summary and detail information about each.fund and revenue source. Program Expenditure Summary The program expenditure summary section includes an organizational chart of City Government, organizational chart of City departments, expenditure summary by program and operating budget narrative and summary. Community Service Program This section includes budget appropriations and explanatory material for the Community Service Program. The Community Service Program includes Police, Library, Arts and Social Services, and Parks. Adopted appropriations, goals and objectives, and performance measures are included for each budget unit in this program. 1 ,t€tt f:.::..::::............:.::..::..:..:::.:::.:::.:.:..:..:.....................................................................::::::::::::::::::::::::...::.:::::::::::::.:.......................... reecnct.......... :»><::><:::>:::<::?:<::«<:':«:::::?::>::>::>:`::RetieS:Gui:i<t:tiiEBud tat~fl nt>' Public Works Program This section includes budget appropriations and explanatory material for the Public Works • Program. The Public. Works Program includes Administration, Sanitary . Sewer, Storm Sewer, Streets, Fleet Maintenance, . Property Management and Water. Adopted appropriations, goals and objectives, and performance measures are included for each budget unit in this program. • Development Services Program This section includes budget appropriations 'and' explanatory material for the Development Services Program. The Development Services Program includes ,Administration, Building • Inspection, Current Planning, Long Range Planning, Engineering, and Street Lights -and Signals. Adopted appropriations, goals and objectives, and performance measures are included for each budget unit in this program. • Policy and Administration Program This section includes budget appropriations and explanatory material for the Policy and Administration Program. The Policy and Administration Program includes Mayor and City • Council, City Administration, Human Resources, Risk Management, Network" Services, Finance, Accounting, Office Services, Records and Municipal Court. Adopted appropriations, goals and objectives, and performance measures are included for each budget unit in this.program. • General Government This section includes budget 'appropriations and explanatory material for city-wide • expenditures that are not easily attributable to specific activities within the operating i programs including City Attorney services. Debt/CIP/Contingency • This section includes information on City debt service, Capital Improvements Program and Contingency Reserves. Appendix . 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. , 2 • ..9.........:.c.v...:. 'd _0 The Tigard City Council has embarked on a new goal setting process. The process now begins in the fall of each year so that goals for the next fiscal year are in place prior to the budget process. This allows departments to prepare their budget requests with the Council Goals in mind. The following Council goals were established for the 1999/00 fiscal year. In addition to the goals, the Council established a variety of tasks.to be done in certain time frames. The tasks are shown on the following page. Together, the goals and tasks indicate the activities the Council intends to pursue in 1999/00 and beyond. * Complete the City's transportation improvement program development. * Participate in a study of a recreation district, and upon completion of the study, determine the City's level of support. * Assist the Tigard Central Business District Association to develop a plan for downtown. * Complete the City master plan for parks. * Determine the City's long-term water supply. * Establish an annexation policy for the City. * Encourage and support private sector programs to rehabilitate housing which will be offered for rent at affordable rents, resulting in a safer environment for the tenants (public safety, fire, life, sanitary). * Determine the level of City support for a program of community events. * Promote intra-City Tri Met bus routes. 3 4:.41 # <:>:::?...........1........ aid .....c a...1 .r..ks • To be completed this year: • Support development of the Washington Square Regional Center Plan. Continue to improve communication within the Council. • Expand the use of the City's web page. • • i • • • • • • • • • • • 4 • 1:9IEi€3?<Atlo tQC18td i:t>>«»>«>':<< <<<<><«>><'>«``;'<<€<!s;<<> is><':><<??><>>> t?:....:.::..:.:....g.......................................................................:...::.:.:::.:::.::::.:..::::.::::::.::..:........ 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 Director of Finance. February * Requested Budgets for each budget unit are submitted to the Director of Finance along with supporting documentation. March - * Director of Finance prepares revenue estimates for coming year. * Requested Budget is submitted to the City Manager. Budget negotiations between Department Managers, City Manager and Director of Finance take place. April/May * City Manager 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. June * The Approved Budget is forwarded to the City Council for review and consideration. * 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. 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 Proposed 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 a♦ may include funding for service level policy changes, unforeseen catastrophic events or redirection of • resources. 5 • :i`:;: • • 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 Budget Committee prior to consideration and action. • B-Ud -et:..esni. or ..9 JANUARY FEBRUARY MARCH APRIL MAY JUNE JULY' >u • e3>13.EfECtOC;ff,Ftia8E«`<: • Qire:EfoE:f:!"i?a:~t'ce:F€eps a 'laud . » • 'Acote • &S>'lritb • 6 • 1...~ f.~ #...~tx tad ~ue[ . g Q r ............9........r:::.. Government: Population Facts: Incorporated: 1961 Population by year: 1960 - 347 1970 '6,499 The Council - Mayor -City Manager form of government 1980 14;286 was established by Charter on November 6, 1962. 1990 29,435 1996 35,925. Number of Mayor's serving Tigard since 1961: 15 1997 36,680 1998 37,400 Estimated Population: Jul-99 38,500 Average annual growth: 261. Physical Facts: Age Groups Square Miles (incorporated area) 10.44 7000 Miles of streets 123.6 Bull Mt. Summit 13 ft Highest Elevation: 7 6000- Lowest Cook Park.Riverfront 104 ft Elevation: 5000- Climate: 4000- X.%..,'-..:::::::: 0 Mo Lowest . Avg. 36 m Temperature: - o_ Highest Mo. Avg. 79 0 0000 a Avera9e`Annual Precipitation 43.15" 2000 Economic Facts* 1000- stimated Employment 1996 27,194 _ E" Largest Employ. sector: Health Svcs. 12,544 g y y m M Estimated Median Household income: 1996 $ 46,369 _ Age The top ten employers in the Portland Metropolitan area, as of January 17, 1997: Housing Facts: # of Employees 1. Intel 9,500 Total Estimated Assessed Value 2. Fred Meyer 8,000 in Billions: 1999 $ 3.048 3. Kaiser Permanente 6,862 4. Providence Health System 6,352 1997/98 Statistics 5. U.S. Bancorp 5,592 Residential Home permits issued: 142 6. Legacy Health System 5,055 Average dollar value of new homes: $ 192.448 7. Nike, Inc. 4,773 Assessed Value of new homes: $ 30,152,929 8. Tektronix 4,770 9. Freightliner Corp. 4,229 Multi-family permits issued: 0 10. Safeway, Inc. 3,085 Assessed Value of new construction: $ 521,452 Source: The Business Journal - January 17, 1997 Assessed Value of Commercial Const. $ 45,381,833 7 tdpfe::.;::::.::::9e • 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 Manager, administrative head of the City government. The City Manager is responsible for ensuring Council policies are implemented using resources appropriated by the Council to • achieve desired service results in the community. The Mayor and Council are responsible for establishing City policies. The City provides the following services: ` Police ` Library • Road and street maintenance and construction Sewer and storm sewer maintenance and construction ` Park facilities and maintenance • ' Community development activities, including the following: ` Planning Building Inspection Engineering • Water Utility 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 government consistent with services desired by the public. To employ revenue policies which prevent undue or unbalanced reliance on any one source, distribute the cost of municipal services fairly and provide adequate funds to operate desired programs. . 8 • . '.i:::3: 0::ado . t~...::.a....... . «><'C, < »i > > ' ; < < < > < < Obiectives 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 revenue system will be maintained to shelter the government 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 Manager. * All City funds shall be safely invested to provide a sufficient level of liquidity to meet cash. flow needs and to provide the maximum yield possible in that order. One hundred. percent of all idle cash will be continuously invested. Operating Budget Policy * Regular reports comparing actual to budgeted expenditures will be prepared by the Finance Department and be distributed to the City Manager. * Departmental objectives will be integrated into the City's annual budget and monthly departmental reports. * Before the City undertakes any agreements that create fixed costs, both operating and capital, the implications of such agreements will be fully determined for current and future years. All non-salary benefits, such as social security, pension, and insurance, will be estimated and their impact on future budgets assessed annually. * Cost analysis of salary increases will include the effect of such increases on the City's share of related fringe benefits. * The City will annually submit documentation to obtain the Award for Distinguished Budget Presentation from the Government Finance Officers Association (GFOA). 9 499 tE]t3>o'te`tHficl a _[>i>:<> i<>i<«?»'»<<>>«>?<»<>>><`'<><>:>>>><>> >><'`>':<<':<><<':«[><': :<<<«<«>>>>< . ...:::::....Y r 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 i 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 thorough analysis. • ' The accounting system will provide monthly information about cash position and investment performance. • ' The City will annually submit documentation to obtain the Certificate of Achievement for Excellence in Financial Reporting from GFOA. Debt PolicV ' 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. • 10 . 41 1"999100 Adopted Bi}dget 1 City of Tigard, Oregon Property Tax Summary Actual Actual Actual Proposed Adopted 1996/97 1997/98 1998/99 Tax Information 1999/00. 1999/00 Property Takes 6,499,1,86 6,819,967 7,227,025 General Fund 7,659,607 7,659,607" 1,418,654 1,652,289 1,688,796 GO Debt Service 246.685 246,685. 7,917,840 8,472,256 8,915,821 Total Tax Levied 71906,292 7,906,292 Assessed Values 2,735,213,090 2,711,669,298 Beginning 2,869,660.834 2,869,660,834 274,359,234 157,991,536 Est Market Value Increase 86,089,825 86,089,825 .100;000,000 Est New Construction 90,000.000 90,000,000 1,816,000 Annexations 2,000.000 2,000,000 3,111,388,324 2,711,669,298 2,869,660,834 Total Assessed Value 3,047,750,659 3,047,750,659 Tax Rates/$1,000 AN 2:09 2.52 2.5132 General Fund Permanent Rate 2.5132 2.5132 0.46 0.61 0.5885 GO Debt Service 0.0809 0.0809 2.54 3.12 3.10 Tax Rate" 2.5941 2.5941 Est Tax per Household ($120,000 Avg Home) 250.66 " 301.81 301.58 General Fund 301.58 301.58 54.71 73.12 70.62 GO Debt Service 9 71 9.71 Total Estimated 305.38 374.92 372.20 Tax per Household 311.30 311.30 Measure 50 was implemented in 1997/98. This measure changed the way tax authority for the City is " calculated each year. The City's taxbase, which was 6,891;856 in 1997/98, was converted to a permanent rate of $2.5132 by the measure. The measure established 1997/98 assessed value at 1995/96 values, less 10%: The permanent rate is multiplied by the, assessed value each year to arrive at the tax authority for that year. Assessed value growth is limited to 3% per year, plus new construction. 11 9lft:.: We. 8 X, C. ~3........r:.:.:.:::::.::::..: . . U through and including the 1996/97 SCaeat aState, of Oregon property tax systemwas a levy , based system. Most governments had a taxbase which was a voter approved amount, of property taxes that could be levied each year. The approved amount could only be increased by annexation of additional property, voter approved increases and a statutory increase of 6% each year if approved by the Budget Committee and the City Council. • In 1996/97 under the old property tax system, Tigard's taxbase generated $6,499,186 which accounted for 57% of current general fund revenues in that year. Tigard voters approved an increase . in the taxbase in the amount of $1,700,000 at the general election in November 1994. The newly • increased taxbase was levied for the first time in 1996/97. S In November 1996, voters in the State of Oregon approved a citizen initiative referred to as Measure • 47. This measure was also called the "Cut and Cap" initiative because it would have cut the 1997/98 individual property taxes to their 1995/96 level less 10% and then capped the growth of individual property taxes to 3% per year. Measure 47 was then repealed by, Measure 50, a voter approved, • legislatively referred measure in May 1997. Measure 50 reduces property taxes, but not as drastically as Measure 47. The City of Tigard is covered by an exception to the reduction in property taxes due to its recently approved tax base increase in 1994 and therefore did not suffer the loss of • property tax revenue as anticipated. • The 1997/98 assessed value for each individual property is the 1995/96 value less 10%, plus any improvements since 95/96. The value can only grow by 3% in future years which in effect caps future • tax growth to 3% plus improvements. Tigard's permanent rate is $2.5132 per thousand, which is estimated to raise $7,659,607 in 1999/00. The City's tax base history is shown below: • Property Tax Authority 8,000,000 . 7,000,000 s 000,000 5,000,000 4,000,000 3,000,000 2,000.000 1,000,000 o v 91 /92y 92/93 93/94 94/95 95/96 96/97 97/98 98199 99/00 . • Fiscal Year • Tax base increases have occurred since 1981 as follows: Data presented in graph on property tax • levies as follows: Amount of Fiscal Tax Year . Increase Year Authority 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 97/98 6,819,967 98/99 7,236,378 99/00 7,659,607 12 1'999/00 Adopted Budgef ~ n=-~.~-~ F 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. Prior to Measure 50; Oregon's property tax system was based on dollars levied and not tax rates, therefore increased values had the effect of lowering.property tax rates, not changing the amount of taxes that could be collected. Assessed values on individual properties were rolled back in 1997/98 to 1995/96 levels and then reduced by 10%. The difference between market value and assessed value will continue to widen in future years due to the 3% cap on assessed value growth. Assessed value will be used for spreading the operating levies, while market values will be used to meet the Measure 5 cap requirements and to spread debt service levies, which are exempt from Measure 50. Newly added value through new construction will provide additional tax revenues over and above the limits of the measure. Assessed Valuations, which since 1990 have been defined as Market Value, are presented. below: Assessed Values 3,500,000,000 I _ 3,000,000,000ffff; 2,500,000,000 f it - / f t f:, •'f'rf'ff. < - , 2,000,000,000 f:• ~~,,ff ..ff•,.. 1,500,000,000 . ~:?:;r: -";ry/ - ~ - f - i'.'i`f!r r - %~!r fir;: - f:•:•,•:f,•••:: F / - '':r,?r•f EN//5, I.f/: f/ f` f`?: i•`%. •F• f`% 1,000,000,000 ffiffill/ 'i' sir - - - - f< - 500,000,000 I! %rs f f f. f . f 92/93 93/94 94/95 95/96 96/97 97/98 98/99 99/00 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 .3,111, 388, 324 97/98 2,711,669,298 98/99 2,883,019,377 99/00 3,047,750,659 13" 1-999100"'Ad6pted Budget ~F City of Tigard, Oregon • Program, Budget Matrix The City of Tigard budget process estimates revenues by fund and expenditures by program., As a result, • there is not an obvious link between budget unit activities and sources of revenues funding those activities. The Program Budget Matrix is a tool used by the City to bring together revenues and expenditures and • describe relationships between program units and various funds. .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 Program Budget Matrix provides the reader with a capsulized version of the budget and a wealth of other information. The Program Budget Matrix 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 year, as necessary. The Resolution to adopt the Budget for 1999/00, was considered by the City Council-on June 22, 1999 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. r The Program Budget Matrix is an excellent summary of the 1999/00 Budget. Readers are encouraged to' view the Matrix to get the big picture, and then to proceed into the details of the budget document.. 14 • e y..:...: ..}.::.::::bor P...::::::::::::...........:.......:.:.......:........ ; :::.;:.::.::.::.::.::..Pro rar>:Rud9e t.Mat.Ix...... _ ._........._...........9 General Building Elect Insp Urban Svcs Sanitary Storm Water Criminal State Gas County Traffic TIFF Parks Budget Units Fund Fund Fund Fund Sewer Sewer Fund Forfeit Tax Gas Tax Imp Fee Urban Svc SDC Police. 5, 965, 834 16,000 Library 1,686,466 - Social Services 107,960 - Parks Maintenance 792,882 - Total Community Services 8,553,141 16,000 - Administration 77,078 77,078 77,077 77,077 - 77,077 Sanitary Sewer - 547,628 - - - Storm Sewer - 537,332 - Street Maintenance - - - 157,854 - 111,215 - 629,480 151,743 Shops Services 82,576 10,171 966 12,049 12,523 8,422 36,986 18,593 - Property Management 382,485 9,914 - 10,033 24,781 24,781 24,781 24,781 Water - - - - 4,911,807 - Total Public Works 542,138 20,086 966 179,936 662,010 758,826 5,050,650 749,930 151,743 - - Administration 228,078 117,838 58,077 131,079 17,509 11,673 - 4,844 - 4,084 1,752 3,891 Building Inspection 72,412 650,782 103,594 328,105 - - - - - Current Planning 327,206 - - 27,723 5,631 5,631 8,460 Advance Planning 349,929 - - - - Engineering 750,768 35,700 49,960 49,960 67,540 66,658 29,407 Street Lighting - - - 430,000 - - - in Total Development Services 1,728,392 768,620 161,671 522,607 73,100 67,263 - - 510,844 - 70,742 31,159 3,891 Mayor & City Council 69,799 5,014 713 2,580 6,088 5,571 8,253 5,159 City Administration 353,863 20,192 3,029 10,096 29,783 27,260 40,383 20,192 Human Resources 237,645 24,217 2,137 14,245 14,993 10,576 34,510 17,806 Risk Management 227,999 21,075 5,748 11,496 22,991 15,327 53,647 24,907 Computer Systems 220,991 17,645 8,823 11,764 117,639 117,639 117,639 58,822 Finance 78,602 8,141 734 4,740 4,989 3,520 11,483 6,293 Accounting 292,995 18,924 2,610 9,136 96,802 96,802 96,802 38,500 Administrative Services 508,033 35,722 3,969 15,897 7,938 7,938 7,938 7,938 Total Policy & Admin 1,989,926 150,930 27,762 79,953 301,223 284,633 370,655 179,619 Non Departmental 160,181 12,012 4,024 9,451 26,829 26,829 26,829 21,462 Total Operating Budget 12,973,779 951,648 194,423 791,947 1,063,161 1,137,551 5,448,134 16,000 1,461,856 151,743 70,742 31,159 3,891 Debt Service General Capital Improvements 314,960 Capital Improvements 3,000,000 900,000 1,110,800 945,000 3,800,000 900,000 910,000 Tiansfer Contingency 500,000 50,000 50,000 50,000 200,000 50,000 500,000 50,000 300,000 Total Budget 13,788,739 1,001,648 244,423 841,947 4,263,161 2,087,551 7,058,934 16,000 2,456,856 151,743 4,170,742 931,159 913,891 Total Revenue 19,660,749 1,064,793 371,842 947,373 7,625,627 2,122,194 9,375,129 48,228 2,461,801 152,462 4,194,129 934,453 914,816 Projected EFB 1999/00 5,872,010 63,144 127,419 105,426 3,362,466 34,643 2,316,195 32,228 4,945 719 23,387 3,295 926 Adopted 99/00 Revenue 13,353,094 998,763 212,568 773,486 1,639,9130 930,313 4,846,550 10,600 2,206,445 152,400 1,230;340 409,130 449,480 1999/00 Beginning Fund Balance 6,307,655 66,030 159,274 173,887 5,985,647 1,191,881 4,528,579 37,628 255,356 62 2,963,789 525,323 465,336 Adopted Total Revenue 19,660,749 1,064,793 371,842 947,373 7,625,627 2,122,194 9,375,129 48,228 2,461,801 152,462 4,194,129 934,453 914,816 1 Of Ti::.ard'` > <<>>< >><>><>:< 9.............................................:..:.:.::::::::::.................:::::::::::::::: tY s:':i<X88:9fD0`'Atla3%>«»<<:.`:><»> >>«<<><<»;`<>`.><«>>> <«>'<j:«<<>'>''';>'<z«<«:< Undergrnd Water Water G/O Bond Bancroft Metro Facility Workers Tree LID Willamette Park Levy 69th Ave .Total Budget Units Utility Qual/Quan SDC Debt Bond Debt Greenspace Fund Comp Replace. CIP CIP Improv LID Expenditures Police 5,981,834 Library 1,686,466 Social Services - 107,960 Parks Maintenance 11,629 804,511 Total Community Services 11,629 8,580,771 Administration - 385,386. Sanitary Sewer 547,628 Storm Sewer 537,332 Street Maintenance 1,050,292 Shops Services 182,285' Property Management 501,555 Water 4,911,807 Total Public Works 8,116,285 Administration 1,945 580,768 Building Inspection 1,154,893 Current Planning 374,635 Advance Planning 349,929 Engineering 1,049,992 Street Lighting 430,000 m Total Development Services 1;945 3,940,216 Mayor & City Council 103,177 City Administration - 504,797 Human Resources 356,129 Risk Management 383,191 Computer Systems 670,962 Finance 118,501 Accounting 652,550 Administrative Services 595,374 Total Policy & Admin 3,384,680 Non Departmental 287,618 Total Operating Budget 1,945 11,629 24,309,570 Debt Service 251,030 3,857,590 4;108,620 General Capital Improvements 314,960 Capital Improvements 373,000 '882,000 943,000 247,000 267,000 227,000 70,000 4,000,000 218,000 ' 901,000 19,69.3,800 Transfer Contingency 1,750,000 Total Budget . 373,000 883,945 943,000 251,030 3,857,590 247,000 267,000 238,629 70,000. 41000,000 218,000 . 901,000 50,176,950 Total Revenue 373;205 884,588 943,912 251,030 3,974,365 247,130 267,337 267,121 239,266 70,900 4,008,461 218,566 901,000 62,520,475 Projected EFB 1999/00 205 642 912 (0)' 116,775 130 337 267,121 637 900 8,461 566 12,343,525. Adopted 99/00 Revenue 74,000 201,170 212,510 263,938 3,926,627 247,000 159,646 52,000 48,000 70,000 220,000 12,700- 1,000 32,701,740 1999/00 Beginning Fund Balance 299,205 683,418 731,402 (12,908) 47,738 130 107,691 215,121 191,266 900 3.788.461 205,866 900,000 29,818,735 Adopted Total Revenue 373,205 884,588 943,912 251,030 3,974,365 247,130 267,337 267,121 239,266 70,900 4,008,461, 218,566 901,000 62,520,475 1 1999/00 ;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, 2000 Total Memorandum Only Special Debt Capital Adopted Adopted General Revenue Service Projects 1999/00 1998/99 Taxes 7,376,627 258,938 7,635,565 8,604,939 Other Agencies 2,486,767 3,882,283 247,000 6,616,050 5,994,419 Fees & Charges 770,900 770,900 675,600 Fines 400,500 2,177,429 2,577,929' 2,681,065 Franchise Fees 1,951,000 1,951,000 1,788,858 Other Revenues 21,250 557,500 220,000 798,750 1,154,641 Use of Money & Property 346,050 195,421 23,346 564,817 474,692 Assessments 296,206 296.206 179.847 Total Revenues 13,353,094 6,617,212 750,565 490,346 21,211,217 21,554,062 Community Services 8,553,141 27,629 8,580,770 7,909,284 Public Works 542,138 1,102,660 1,644,799 1,286,513 Development Services 1,728,392 2,069,534 3,797,926 3,867,854 Policy & Administration 1,989,926 438,264 2,428,190 2,227,451 General Government 160,181 46,950 207,131 242,849 Capital Projects 314,960 7,155,000 1,703,000 9,172.960 9,802,390 Debt Service 4,108,620 4,108.620 6.726,841 Total Expenditures 13,288,739 10,840,037 4,108,620 1,703,000 29,940,395 32,063,183 Proceeds from Bonds 3,440,000 3.440.000 47800,000 Total Other Financing Sources 0 0 3,440,000 0 3,440,000 4,800.000 Revenue and other sources over (under) expenditures 64,355 (4,222,825) 81,945 (1,212,654) (5,289,179) (5,709,121) Contingency (500,000) (500,000) 0 0 (1,000,000) (1,000,000) Projected Fund Balances: July 1, 1999 6,307,655 5,3522277 34,830 1,214,586 12.909.348 14,077,855 June 30, 2000 5,872,010 629,452 116,775 1,932 67620169 7,368,733 17 9#)~1QQ Ad te&5..ud ~t QA.... ......9 . Gii ' #z(i acd>Q~e'ori>: <::<<: >>«<.>::.>::_>:>?<! <>zz::«>:><:>::......: > <.; >zs Y 5.... $ tares:andGlla s>.i:.;s.:.;.:.:.:»s.»......:>.:>.:.:.: GombinedBud et,Statement.of:RGven►ies,:Ex.endl.........:.. ^.:>.:.;.:.:.:;:.'..........QCB....4:4..f1..~....411..S ...........................................:.....:.::.::..:::.:::.::..:::..:..:.............................p............ rat od:l±iiitiiti " s E IInest.fo .P reP..: ..............9:............... Total Memorandum Only Electrical Urban Criminal State Gays County Traltlc TIFF Parks Underground Worker's Tree Adopted Adopted Building Inspection Servlces Forleit Tax Gas Tax Impact Fee Urban Svcs. SDC Utlllty Comp. Replacement 1999/00 1998199 Revenues: Other Agencies 192,568 2,170,245 150,000 980,340 389,130 3,882,283 3,304,865 Fines, Fees, 3 Charges 992,263 760,486 8,200 381,480 35,000 2,177,429 2,293,566 Other Revenues 6,500 20,000 13,000 10,600 28,000 2,400 250,000 20,000 68,000 74,000 52,000 13,000 557,500 324,450 Total Revenues 998,763 212,568 773,486 10,600 2,206,445 152,400 1,230,340 409,130 449,480 74,000 52,000 48,000 6,617,212 5,922,880 Community Services 0 0 0 16,000 0 0 0 0 0 0 0 11,629 27,629 36,171 Public Works 20,086 966 179,936 0 749,930 151,743 0 0 0 0 0 0 1,102,660. 857,094 Development Services 768,620 161,671 522,607 - 0 510,844 0 70,742 31,159 3,891 0 0 0 2,069,534 - 2,192,134 Policy S Administration 150,930 27,762 79,953 0 179,619 0 0 0 0 0 0 0 438,264 393,085 General Government 12,012 4,024 9,451 0 21,462 0 0 0 0 0 0 0 46,950 55,045 Capital Projects 0 0 0 0 945,000 0 3,800,000 900,000 910,000 373,000 0 227,000 7,155,000 7,104,620 oo Total Expenditures 951,648 194,423 791,947 16,000 2,406,856 151,743 3,870,742 931,159 913,891 373,000 0 238,629 10,840,037 10,638,150 Revenue and other - sources over (under) - expenditures 47,115 18,145 (18,461) (5,400) (200,411) 657 (2,640,402) (522,029) (464,411) (299,000) 52,000 (190,629) (4,222,825) (4,715,270) Contingency (50,000) (50,000) (50,000) 0 (50,000) 0 (300,000) 0 0 0 0 0 (500,000) (500,000) Projected Fund Balance - July 1, 1999 66,030 159,274 173,887 37,628 255,356 62 2.963.789 525,323 465,336 299,205 215,121 191,266 5,352,277 6,499,973 June 30, 2000 63,144 127,419 105,426 32,228 4,945 719 23,387. 3,295 926 205 267,121 637 629,452 1,284,703 , . 19931(34::::> >Acta''tec Bud > t::>:>::; <::<:::<:::: ::::::......::»:::::::::::::<::.....:<:::::::<::<:::::>::<:>:::::<:>:::::>:::: R rf . Tt Ard .OK$... d..B.u.d et.Sla#eixt f Rei #1 esF_x" rtdi.. M. :<::::<::::<:::>::::>::::>::::»::: itti>:C.Fian s.;rr..R6 ifttd:Edt. ii. s :..:::::..:..:::...::::::g €irn t d>:#or:PetioifiieJ:ui e:3t#`:20:Dt1:::>:::::«:<>:><:> s«: <::><:: Total Memorandum Only Sanitary Storm Adopted Adopted Sewer Sewer Water 1999/00 1998/99 Operating Revenues: Charges for Services 1,050,900 893,813 4,096,650 6,041,363 6,055.800 Other Fees 289.080 0 308,000 597,080 386,015 Total Operating Revenues 1,339,980 893,813 4,404,650 6,638.443 6,441,815 Operating Expenses: Public Works 662,010 758,826 5,050,650 6,471,486 4,948,128 Development Services 73,100 69,208 0 142,308 136,415 Policy & Administration 301,223 284,633 370,655 956,511 828,990 General Government 26,829 26,829 26,829 80,486 42,024 Total. Expenditures 1,063,161 1,139.496 5,.448,134 7,650:791 5,955,556 Operating Income 276,819 (245.683) (1,043,484) (1,012,348) 486,259 Non-Operating Revenue: Interest 300.000 1167500 640,000 1,056,500 720,000 Miscellaneous Revenue 0 0 41,900 41,900 30,600 Connection Charges 0 121,170 192,510 313,680 586,610 Total Non-Operating Revenue 300,000 237,670 874,410 1,412,080 1,337,210 Non-Operating Expenses - Capital Improvements 3,000,000 1,782,000 6,053,800 10,835,800 12,776,860 Total Non-Operating Expenses 3,000,000 1,782,000 6,053,800 10,835,800 12,776,860 Net Income (Loss) (2,423,181) (1,790,013) (6,222,874) (10,436,068) (10,953,391) Contingency (200,000) (50,000) (500,000) (750,000) (750,000) Proiected Retained Earnings: July 01, 1999 5,985,647 1,875,298 9,048,441 16,909,387 14,577,708 June 30, 2000 3,362;466 35,285 2,325,567 5,723,319 2.874.317 19 9.... Rd(t t ? ::»<"d 'E o'er <<[« <>':< <[< [>><>««<«><« < <<< x'I ::::::Ct , M . ? eetter"SIYe.: ort : T t'r~:. For the past 15 years, the City has operated with a five year financial plan for the General Fund. 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 and development. 1996/97 was the first year of the five year plan adopted in 1994 with the voter approval of the tax base • request in November bf 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 1997/98 is anticipated to be just over $6,0,00,000. 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 such a 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 i 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 took effect in July 1996. The original year plan was designed to provide sufficient funding for General Fund programs through five Ye I June 30, 2001. A dramatic change has occurred with the City's long range financial plan. By initiative petition, the voters of tax limitation measure in.November 1996. The Oregon aPProved by a 52% to 48% margin, a property . measure had the potential to reduce City property tax revenues by, $2,200,000 per year. This large decrease in revenues in the General Fund would have necessitated the elimination of certain future positions in Police and Library which were to be funded with the 1994 tax base increase. Measure 47 • effectively eliminated the action of the voters in 1994. r Voters-in May 1997 approved a measure submitted by the legislature which repealed Measure 47 but significantly reduced most jurisdictions' property taxes. Known as Measure 50, this law took effect in 1997/98 and reduced property taxes on 'average 17% and rolled back assessed value to the 1995/96 level Iess.10%. Measure 50 did not reduce property taxes to the City due to an exception in the measure for recently approved taxes. The,plan shown here continues to increase staffing levels for 1999/00, and includes planned future positions for Police and Library through the 2002/03 fiscal year. After these changes to the plan, the General Fund balance at June 30, 2003 is projected to be .16,057,507.. The plan calls for 254.5 positions in 1999/00. The 1999/00 budget proposal includes 252.2 positions. Projections of the General Fund revenues and expenditures from the revised five year plan are shown on • the following pages. 20 • ...................................................X........................... 9911311...Ado ted..Bud' et><: < > » » 1:9 ........................:.:::.::.::....:..::::.:::.::::.::::::::::::::.::..:::::::.:Y;:.:::.::::::: >G$`:''::>::>: `n'd'_ iv Year?Pa3r'?<'>><>> >[>_'<<<'.>'> Projected Projected Projected Projected Projected Description 1998/99 1999/00 2000/01 2001/02 2002/03 Year 1 Year 2 Year 3 Year 4 Year 5 Revenues by Category: Property Taxes 6,975,324 7,387,034 7,824,256 8,210,469 8,615,992 Other Agencies 2,430,555 2,375,302 2,489,331 2,610,068 2,736,880 Fees and Charges 675,600 785,624 793,060 802,113 817,990 Fines 387,500 417,275 438,358 454,509 469,487 Franchise Fees 1,788,858 1,842,524 1,897,799 1,954,733 2,013,375 Interest & Rentals 298,500 307,426 315,899 324,626 333,615 Other Revenue 21,700 21,751 21,804 21,858 21,913 Total Revenues 12,578,037 13,136,936 13,780,507 14,378,376 15,009,252 Beginning Fund Balance 5,627,000 5,982,837 6,216,136 6.155,339 6,149,934 Total Resources 18,205,037 19,119,773 19,996,643 20,533,715 21,159,186 Expenditures by Program: Community Services 7,873,113 8,681,134 9,479,846 9,861,136 10,404;347 Public Works 429,420 481,697 440,065 456,303 468,298 Development Services 1,675,719 1,685,588 1,762,559 1,835,763 1,912,237 Policy & Administration 1,834,404 1,920,109 2,036,058 2,111.834 2,205,415 Non Departmental 187,794 194,367 201,170 208,210 215,498 Total Operating Budget 12,000,450 12,962,895 13,919,698 14,473,246 15,205,795 Total Program Expenditures @98% 11,760,441 12,703,637 13,641,304 14,183.781 14,901,679 General Capital Projects 1,350,320 200,000 200,000 200,000 200,000 Total Budget 13,110,761 12,903,637 13,841,304 14,383.781 15,101,679 Ending Fund Balance 5,094,276 6,216,136 6,155,339 6,149,934 6,057,506 The above schedule represents the current Five Year Financial Plan for the General Fund. The goal of the Plan is to fund services to the voters which were cornmitted 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 each year's 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 and other under expenditures. The graph on the following page depicts the impacts on General Fund ending fund balance of the current plan. 21 • i ti9931t34€>::' a fed)3 t":e > :»«>><<>:::::::::: <<..<.> . . . . ..<.....«_<..<«<..... . . . <<<>.<<<><':< , > < . ..................g............................................:::..................:.::..: ::::::Ctt ...:.T......:.....:........................................................................................:......... an ............................-.........................::..............:.:......:....:..1..:.:.:: i • . • 7,000,000 :•':^i , Ji:?}iiiiii't4i'^i:i i}y}iii:: i}iiiiii:i iii' v:yi:.... W :iii Y.:•:....W....- ::njiiv v::i ::i ::iv}v::L::4: ;i:.... :..4i:viiiii:: v.v v:::"':':•::i'v':'y:::::::::::'w::.::: :::i::i::iiiiiiii::: i::;iii::ii`:;iiiiiii`:;: ii::':' . i > :Y':R::i!:::M.. . < 6,000,000 i:.i:.i:. i:.::.::.:.-.._:.i:.i:.:;.i:.i:.i:.: ii:::..::: : ; .I. ......I.............. i..;...:::.i:..%%.........;::.::.:.>:..>:.:.::; : :Q: > ><w> . Y.Y:Ya(;:4:i[;:Y..Y;:af;:Y;:M;:N;:Y::'!f:li::::.1;.a~;.Y}ii<;M;:;YI;:Y:: Mi > ..............:w:::::::::: ii' . 5 000 000 . 4,000,000 - - - - - i 'iii: i.. ii:tiiti::.:w : . :•:::i •.iv:::.i': ^iii:.i': v::::'...:.: : is iii:: iii:iiii:i:i:i:iii: :iiiiiiii:•:v::J:•iii::'.. •:::t6::::::: iii: v: ..:::::::::t::....:: T:: ~.:~w'i~.:~:: m..t::t4t4Y:T.:-......:::..: :...:i. 1.' :f '~f\1:. .:;Y:;:f:i.:; _1-.-.-. 3,000,000 :::::::::::::::::::::::.i:.::::.:..:::.. _::::::::.::::::::.i:...:;;.:...:::::::: . ` . _ .:..:.:.:.::i::i::is :;:i:4X..i:.:.:::.: is ,:-:!k-.. ...i::i:.:.::.:.:.:.:::i:.i::i:.:.::i:.:. 2,000,0 00 i - - - 1 '000,000 0 , i 1998/99 1999/00 2000/01 2001/102 2002/03 . Fiscal Year -+--Ending Fund Balance • .i 1. I . The current Five Year Plan was designed to provide adequate funding through the year 2003 for General Fund services. , i . i i • . • . . . i i i . • 22 i . REVENUE SUMMARY Revenue Summary i Property Tax Revenues State Revenues User Fees Connection Fees Permits Franchise Fees County Revenues Fine Revenues Interest Earnings City of Tigard, Oregon i • • • • • • • • • • • • • • • • • • • • • City of Tigard, Oregon S 1 1999/00'Adopted Eudget City of Tigard, Oregon Revenue Summary Revenues are budgeted 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 Water SDC Storm Sewer Water Quality/Quantity Water Water Capital Projects Special Revenue Criminal Forfeiture Electrical Inspection State Gas Tax Underground Utility County Gas Tax Urban Services TIF Traffic Impact Workers' Compensation Building Fund Parks SDC Urban Services Tree Replacement Debt Service General Obligation Bancroft Bond Capital Projects Special Assessment Improvements Park Levy Improvements Metro Greenspace . Facility Fund 69th Ave. LID The remaining pages of the revenue section of the budget provide revenue details and summaries, as well as descriptions for each fund. The graph below indicates the proportions of total budgeted revenues for each fund type. , Budget Revenues by Fund Type Special Debt Service 11% Capital Projects 2% Revenue 19% General Fund 29% 7 f to Enterprise 39% 23 • (99.4..ci.. tel.udt XXXXx Niue:... . Actual Actual Adopted Proposed Approved Adopted Funds 1996/97 1997/98 1998/99 1999/00 1999/00 1999/00 General 15,728,314 17,780,297 18,861,208 19,660,749 19,660;749 19,660,749 • Sanitary Sewer 7,087,298 6,934,003 6,758,334. 7,625,627 7,625,627 7,625,627 Storm Sewer 1,708,791 1,940,561 1,734,109 2,122,194 21-122,194 2,122,194, • Water Quality/Quantity 622,317 919,129 853,592 884,588 884,588 884,588 Water 10,777,794 11,898,781 12,347,328 9,375,129 9,375,129 9,375,129 • Water SDC 3,338,296 2,907,053 513,369 943,912 943,912 943,912 Willamette River CIP 742,841 298,695 4,150,000 4,008,461 4,008,461 4,008,461 Total Enterprise 24,277,337 24,898,222 26,356,733 _ 24,959,910 24,959,910 24,959,910 Criminal Forfeiture 2,160 52,989 26,171 48,228 _ 48,228 48,228 • State Gas Tax 2,053,585 1,932,465 2,071,006 2,461,801 2,461,801 2,461;801 County Gas Tax 176,583 189;063 196,219 152,462 -152,462 152,462 . Traffic Impact Fee 3,898,000 4,663,469 4,404,180 4,194,129 4;194,129 4,194,129 • Traffic Impact Fee - Urban Svc 35,480 550,392 708,639 934,453 934,453 934,453 Electrical Inspection 391,554 328,041 428,184 371,842 371,842 371,842 Building Fund 1,183,422 735,189 1,338,739 1,064;793 1,064,793 1,064,793 . Urban Services 266,357 567,298 1,082,187 947,373 947,373 947,373 Underground Utility 152,961 306,045 246,242 373,205 373;205 373,205 Parks SDC 1,291,175 1,351,670 1,5001-841 914,816 914,816 914,816 FEMA Disaster 21,502 0 0 0 0 0 Workers' Compensation 111,847 225,367. 194,382 267,121 267,121 267,121 Tree Replacement 176,291 217,383 226,062 239,266 239.266 239.266 Total Special Revenue 9,760,917 11,119,371 12,422,853 11,969,489 11,969,489. .11,969,489 • General Obligation Debt Service 1,600,346 1,646,984 1,674,615 251,030 251',030 251,030 Bancroft Bond Debt Service 5,863,667 528,009 6,125,791 3,974,365 3,974,365 3,974.365 Total Debt Service 7,464,013 2,174,993 7,800,406 4,225,395 4,225.395 4,225.395 . Special Assessment Imp 836,107 63,308. 71,208. 70,900 70,900 70,900 'Park Levy Improvements , 185,951 204,047 193,394 218,566 218,566 _ 218,566 Metro'Greenspace 5,549 46,505 259,000 247,130 247,130 •247,130 Facility Fund 356,504 174,335 823,848 _ 267,337. 267,337, 267,337 • 69th Ave. LID Fund 0 0 0 901,000 901,000 901.000 • Total Capital Projects 1,384,111 488,195 1,347,450 1,704,932 1,704,932 1,704,932 Total Revenue 58,614,692 . 56,461,078 66,788,649 62,520,475 62,520.475 62.520.475 • 24 1999!00 Adb~tedBudget City of Tigard, Oregon Revenue Summary i Property Tax Revenue 8,000,000 - 7,376,627 , 7,000,000 _ _ - 6;307,560 - 6,656,065 i 6,000,000 =r = - - - - . - - = - 6,47a 25& - - - ` - 5,000,000 - - - - - 4,235,130 - ; d A 4,436,503 m X 4,000,000 ~ - - - - - - - - - - - - 3,948,708 11 3,000,000 - - - - - - - - - - - - - y 1,533, j 2,000,000 _ - - - - 905 - - 3 X88; Z - - - - - - 1,629,615 j , 1,576,769 1,597,880 1,000,000 - - - - - - _,_,_1,416,07a - - - - - - - 258,938 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 1999/00 f Fiscal Year -Property Tax Revenue -Ei-Debt Service Revenue Property tax revenue provides the City with general tax revenue and with tax revenue .dedicated to the repayment of principal and interest on borrowed funds. Measure 50, approved by voters in May 1997 significantly altered the way property taxes are collected in Oregon. The City now has a permanent rate of $2.51 per thousand: This rate is applied against assessed value, which is now limited to 3% growth per year. New construction also adds additional property tax revenue as it comes onto the tax rolls. The large increase in 1996/97 resulted from voter approval of a $1,700,000 increase in the City's tax authority, under the pre-Measure 50 system. Property taxes to pay debt service decreased in 1995/96 due to the expiration of the park serial levy which was used to•repay certificates of participation issued in 1990. Most of the taxes levied for debt service are related to voter approved debt for the construction of the Civic Center in 1984 and for Road improvements approved in 1989. The Road bond debt matures in 1999/00 and the Civic Center debt matures in 2003. 25 199 00 AdoptecluBudget - ' ORP , City of Tigard, Oregon Revenue Summary • State Revenue Sharing - w 3,000,000 2,764,095 2,500,000 - - = 2,2832,2.10 - - - - - - w ,246,508 2,000,000 193,130 - - - - - 2,007,550 2,132,231 2,211;466 - - m 1,500,000 - - - - - 1,000,000 - - _ i w I I 500,000 - - - - - - - - - - - - - 1993/94 1994/95 _ 1995/96 1996/97 1997/98 1998/99: 1999/00 Fiscal Year • -State Revenue Sharing w This revenue source includes cigarette tax, liquor tax, state revenue sharing and state gas tax. Gas taxes are recorded in the gas tax special revenue fund while all other shared.revenues are • recorded in the General Fund. This source of revenue has steadily increased because it is based mostly on population which has grown over the years in Tigard-. . The 1998 Legislature passed a bill that will increase State, Gas Tax by 4 cents per gallon. This increase equates to • additional revenues of. $500,500, based on a population. estimate of 38,500. This gas tax increase is reflected in fiscal year 1999/00 revenue estimates. w Enterprise Funds - User Fees i 7,000,000 -J- • -6,000,000 - - - - - - - - - - - - - 6,041,363 w 5,000,000 5.,660,799 - 5,753,738 -5,450,817 5,596.300 m 4,000,000 t - - - - w ,769 3,000,000 3,16-- - - - - - - • 2,000,000 1,000,000 - _ - - - - - - - - - - - - - w 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 1999/00 Fiscal Year User Fees • User fees include Water, Sewer and Storm Drainage fees charged to all users of such services. The Sanitary and Storm fees are established by the Unified Sewerage. Agency and are set by • the Agency each year. The City Council, through an Intergovernmental -agreement with the other water system participants, sets the water'rates.' The dramatic increase in 94/95 reflects the merging of the Tigard Water District into the City operation. Revenue continues to grow with • the growth in Tigard. Water revenues can fluctuate from year to year due to weather and other seasonal factors. 26 ^.tir.;c:',r1e~•"i'"ryM+:4"n+ "i7tih. k`","~'`~''~",Fa;4 ;nab„ ~r,:E E'iti•°xt"sd'. :aLi, x,,~~.r•^t?`:; ei "°ps~a, .;q:: °._S~.~~;~.'~n.&,r~:. ~F,s`%'^az.:+m:::.t.a~. „;.b~: `i:,~.. w.>~.•,C„ ;:of~Ti ard,.Ore`gn suf~~'~=-~~a=`irre~t~=.-:-~._ -.yv--: r F.a..., i .~•M, „o' °S,`Z~t..-> dF{ f',e::.? tt: ,.r •r ..{t ~,I't•', t ~v~Sr F rot«, f,.?„~' f i ••rv£x.. v.S ~ b p~':'i.==-:a~:z~ .x,. pa' ~ Y'-.~4: "-a«Lx~x~'..N';v~_, , , ~t :.{•:..x.,..,.~:+.::.,~ ..~.a,::~:..>.reo~<-e.•..t.: .:.r`?'='°+::°~g ';at; oi.ai z; „5.: rid r->~:z-<i_aa<<i:-:',_::: *=~;'s~ ->,:.x .........:t„E..,•.~ 3~,.t_i.te,~t.,,,,,,t, r..:.z<n:i:t.a~'.xtra.,,r_.":~?<' ;'3,h„~.~~.£:iv:;.x,,Y~a~...'-s=;c~r..r+ -,sF';~.:~;:": .~.s~..:-,:.. Connection Fees 1,749,007 1,800,000 i -x?r- ` '•<l i<'' ^`f-~~e°~• E~~: t; " "E;v:«v~: E.v; F°^i~F;<,7~,.'q -yyV ' y~''cS"' j,:5{"j't`i.-`.' %::°'.z,: 5 ; k7;y'{-,~ 'SS y'••=.s,,~ „ ,5 -{<F... .@<~~Ri,S.i':E-,. _.°,."lk t ,Y-,',.r•E"•s"F .•°'w'~.'}'.'ti,;:2;,~. s,..?y:: =a' '"':rt' .r'.~'w ><7.;r3.=a :.t,•^.,r~..s,>v`4"rf`r~: ~J g:R`x +~t-~`.';k.,. t3p~!,•ts{s.zy~ ~'4;dti«S a":,a^"`:3'':~~=. t. 1,500,000 -•-2 "~~i Yx Mi (~.:y~ei".,`S i/.?~"yn-iko-., - „ w ,~,369,470 1 1,200,000 a°'~i'i«=~:9 a?,.p `tr ~a' - .u"N3,ig`y'•`N-`1 ~"p"". ~`ti ~::"roc rif~«'..F °,.`~'``~=r:, - i ~~8:~:: ;.F.`3''d, 0~.1~.,~':•','{~' «,':.~i,~ 4`ry+'~jjY.,Y's,~',, ~,.~'';~~!~:.ti„<, R' - x:.^'W t '.sir" .zb: ~dx „J_<.. ~~d' -p3E'._ , •t4;:_:'~`~"` t' x.~, - :s,...3, :,"x„°:s;:y,,, m 900,000 , x"t .s;,: ~=»,~i° ~W~..-~ _..:~.:~~wt ~,:~:w,:: ~a.~.t~a,; s:•~ a'>:;;:'x > _'-`='%°?H`,%:....;:a,~3:r,:,;'.f.t'%'e.+?s txd,'» IM t"'w`<x`'.<L: n 600.000 1. A d. .636 a47`~- . ~ E.'~ `''t's•:'.F.'F";<i c ~ :4 i:. 410,250 300,000 x`- ? 381,480 j y,•s'.'-a; ey''' a°.xd'.a: n£.tG.t, Fs~... 4.856'' z`w ~'_'r~ 192,510 • ,:..~^x• x4..<.. r, ;`$'e:.:•`l2S~w`3",dev ~}~Y~ ^x.".i._'yt:~.-ey y~ ;497 g '`~°•a'~'--.a -.{~`tc~-' ,Fs"x.=~' .~.'r?='~:.`;; sx. ~ 'i:,,::.~.~ .~rp, ~ i~vS` ~;w•';':,a-: 1994/95 1995/96 1996/97 1997/98 1998/99 1999/00 Fiscal Year --O-Water --E-Sewer - Roads --A-Parks Connection fees include Traffic Impact fees, storm and sanitary sewer connections, water connections and parks system development charges, all of which respond directly to development activity. 199,6/97 was.an exceptional year for all sectors of development, especially multifamily and commercial. Permit Revenue 3,000,000 ``8.!( • - ^`"G < "~:••~r`'=M `2 381,053" 2.343.'71T`:'. 2 i .500,000 -.ter "x 'rte':, 2,000,000 7 - d 1,500,000 d f F^:cti:. 456';'' -1,001,4W 1,000,000 a ' FM 500,000 A ~ ' ~ "V+i1`" ~'.,Z,t'5~., i➢y ✓r.!',ik'/ M ;'k.~.,.s:x ':'f: x~.: k: .k~,3'~i,. . i - 1994/95 1995/96 1996/97 1997/98 1998/99 1999/00 Fiscal Year o Permit Revenue Fees are recorded in the Building Fund, the Electrical Inspection Fund, the General Fund and the Urban Services Fund. Nearly all fees are related to development activity and therefore reflect the level of that activity. Tigard has experienced a strong economic climate over the past several years and very strong residential and commercial development activity. The City. has averaged over $100,000,000 in new construction over the past five years and has added an average of 270 single family units per year. The, increase in 96/97 is due in part to the addition of the electrical inspection program previously • performed by the state. The City began providing development services to an area of Washington County outside the City limits June 1998 and is entitled to use the fees collected to fund the associated inspection and plan review services. 27 1999100 AdoptedsBudget 6' 4 City of"Tigard, Oregon Revenue Summary Franchise Fee Revenue 2,400,000 - • 71 2,000,000 • -771 1,600,000 m 1,200,000 ~ _ . d CO i} O 00.. , o , • 800,000 °o co 400,000 7~ 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 1999/00 • Fiscal Year a Franchise Fees • Franchise fees are charged to public utilities for the use of the City right of way." Franchised activities paying the- fee include electricity, natural gas, telephones, cable_TV • and Solid Waste Collection. Franchise fees tend to be very stable and grow.as population • and commercial .development grow. They are somewhat affected by seasonal' factors. City franchise fee, rates have not changed since 1992. The increase in -95/96 was. due in part to the huge demand for additional phone lines for computers and fax machines. County Funds 1,800,000 1,60 0,000 1,400,000 - - - 1,200,000 - - - 1,000,00011-1 Q d 800,000 - - - 600,000 - - - ° n 400,000 200,000 - - 1993/94 1994/95 1995%96 1996/97 1997/98 1998/99 1999/004 Fiscal Year • O County Funds These revenues include the Washington County Cooperative Library System (WCCLS)_levy," , County Gas Tax and Hotel/Motel Tax. WCCLS funds come from a County serial.levy and are. distributed to the City based upon the previous year's circulation. Tigard Library's circulation has continued to increase .at an average of 10% per year. The slowing in the increase for 97/98 is due to the impact of Measure 50, the property tax limitation approved by,voters in ' May 1997. Washington County collects a one cent per gallon tax on gasoline which is distributed to the City of Tigard and can be used for road maintenance activities. 28 ,s s$" "h -«.:.i::r.'x 1:999/00;Ado ted Bud et=_=~;;:.` r. . . ; ",i' ;..-:g . Y:.'::.: -»i•; : ' _ ~-p. a-~ k r Oeont1 'of>Ti and /y .,L... =7 _.Tw ~~3,~~ R. <Z Y`~ V ...&~2_ D:w ,:r ~i• ~a~>'•-~: #:ia4~='b`:°,k~.' ~ _ $`<_t-`t 5. 3?':<q'~ -':~,-w;::.:E=wv., it=e`;s.p...'~, s;a~F;;~'~^F; .t?~:x ~,x~„:~5,;:~ ~'?~Sr IS-<3€a. •.x,:,. a,,,,a~i ~ 1' r:.d'- ~~"°-pia. <,:t; v~zr< _.:-s:,; ;..,1^ . s=+:.: - . . z ` "f ~ ~-.'rr rx`~ o~~`, "b~''~r,+,"~.~vT,:. ~~iy :x=:3'2 . ` s.. ',v:~'a!,,..~,'~"j>~>~~!z„y~tv~:~:».'`~*`-~~ ~;»;g^~'. ~"::.'`4 ~T• :i-?_.-.~,~Y,' `~<„g, r •<.a..~~,~r~'fl~.~ ~`"'4: ~ : s~ ;f w t1t,, r. ~.:H>t,~,, a; ".~`.~~'k wain <;~<.-e.r.S,='~..'~.- ,r,?k~. +';~j'.uag`;=?J'•;°er. ~>+i ~''~t.raat..;~~z-~?,c .~<fp~:. .°r~s£~tti~'<_'°~z:'jr`;: ``5`y... Fine Revenue 450,000 z+ ..,'t - <•.:=.r .-`.400;540:x= 387500' e• a'.~s q, 400,000 t+'~i+>~ ::Nr .Sti-r`•at~= i:'l.;drc~ rc'~"2:'` :phi.-: i:i:~;.>: ~,~a'?~A^`ir.':.€':4a.<;t~;"•t~;,:~ ✓ 3,- r y:e,na +v°`~'aY7~" 500'; >r~,: rX 321; : u~:+:.,<;a`:a ps •:c :ua;. u, - r.,_:_ :=°,t ;a°:~? = € 350,000 `a+~i..~.-:.,e~". >:-Y,~r"L~_--~*y`'t~ x +j"_«...'~iL-•~:eU _;.3t.~,~n,N,-: "1'<l' ' .3 ':~xs.e2 300,000 a"+z ~ 3x. R 8""''';'~°~ t ,1:.w , +,.nTa . .."3:, - :3n~a~ Yi; rs-4=F1~•s > 4`i,':-.;='41 N 250,000 ;:~,;,,`r.; ~>stt;=a`.''s d~a:`<<rs~,u;,, z _ _;,•'.,.•~:,.,x . ~ K 4 •~,sit:~:'..;.M ~ , ~~,;;:`~rtk'a~~ :s<'-,:,,fir'; vs;~;~~; •';'~-w 200,000 dais:" .:;9 ~"s• ~ °,~-;~~ssa,."~ ; ' . ~ > ;.t:'..;.x?:• di!--wpo^,~'.';, 150,000 " a•„ '.st. a, : , , 100,000 : •3 1?;'+~rs.rs:~ ' ,m, pt ,~.~.ra "s=ro:~ ' - .,r~,.<~,~. 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 1999/00 Fiscal Year O Fine Revenue This source of revenue includes traffic tickets issued by the Police and processed by the Municipal Court and Fines for late and lost materials at the Library. Fluctuations in fines are related to, the focus of the Police Department in a given year. Fine collections are directly related to the number of citations issued. The bail schedule is updated annually by the Municipal Court Judge. Interest Earnings 2,045,671 2,000,000 1,781 16. 1,500,000 717 :..1,"~~• QSX t~"~,. 's>t J.C;. ps-~,~KY>~ ~.4•~. SS"'e,~`T - 2.,~~ ~,~'~G' n:>'s t;~„p~ N 1,000,000 . > :s: a; C: x<l.rrv{:,,Fi +a c'"r ,~1 t.:Zr;',;'~°; ¢ ...1t`.;y:<F ~ygry "z`7,•.d4.T as, Ex . ft! 500,000 i g WS ara~33, x M• c a r •cr;, ~ ~ ' Y tf K 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 1999/00 Fiscal Year O Interest Earnings This graph indicates earnings on investments for all funds. Total earnings can vary based upon interest rates and the amount of funds available for investment. Interest rates have dropped significantly since 95/96, whereas the total amount of the investment portfolio has remained consistent from year to year. 29 i . ~ i . i - i . r • • i of Tigard, Oregon i City FUND REVENUES General Fund Enterprise Funds Special Revenue Funds Debt Service Funds Capital Projects Funds • City of Tigard, Oregon mmomi r INI City of Tigard, Oregon i t 1 I 1 1 1 .9 >':da:.;;ec#z '::(i.::::.;:: > ><<:> < > << < > > « » < < < ` > < > > >..e~ . T~ ...c.........e x. X 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 37.52% Agencies 0 12.65 /o Fees & Chgs ag 3.92% Fund Balance Fines 32.08% Franchise Fees 2.04% Interest/Other 9.92% 1.87% 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. 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. Support as Program Support General Fund a % of Total Community Services 8,553,141 43.50% • Public Works 542,138 2.76% Development Services 1,728,392 8.79% Policy and Administration 1,989,926 10.12% Non Departmental 160,181 0.81% Capital Improvements 314,960 1.60% Contingency 500,000 2.54% Unappropriated 5,872,010 29.87% i Total Programs 19,660,749 100.00% • 30 I.... . <»>>»<<„»>>>>?><><><>`><'>>?`»....... eras:urRi#.;€i€ Notes/Trends Property Taxes: Measure 50 was approved by the voters in May 1997. This measure rolled back propeny tax values for tax purposes to 1995/96 values, less 10%. In addition, the measure reduced, property tax authority by an • average of 17%. Due to the recent'approval of a property tax increase by Tigard voters, Tigard's tax authority was not reduced, but fell under an exception to, the measures reductions. Ticard now has a • permanent rate of $2.51 per thousand, which is applied to values each year. Property tax revenues are • expected to increase at least 3% per year and by the amount of new construction value added to the rolls. The revenue estimate assumes a collection rate of 95%. • State Revenues: State Revenues include cigarette tax, liquor tax, and state revenue sharing. State revenues 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 ,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,'but these revenues are expected to continue. WCCLS: The Washington County Cooperative Library System levy was reauthorized in March 1996.. The three • 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 $.391$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. Due to, the County's effort to stabilize • library funding in the aftermath of Measure 50, this revenue source will continue to increase by 3% each year. Grants: The City has applied for a new Community Oriented. Policing Grant fora new school resource officer. Building Permits: Building permit revenues have been recorded in the general fund in the past. Such revenues are now, 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 Tigaid's city limits. All fray ",ises, 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 Communication Commission, a consortium of cities in the Metro area. Current percentages are as follows: • Electricity Portland General Electric/Enron 3.50% • Natural Gas Northwest Natural Gas 3.00% Telephone Electric Lightwave 5:00%- • General Telephone 5.00% U.S. West Communications 5.00°% MCI Worldcom 5.0046 • First Point Communications 5.00% Garbage All haulers 3.00%' • 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 expect=_d to continue to grow as growth in the City continues and as more rooms are added. . Fund Balance: Fund Balance is the cumulative difference between revenues and expenditures from previous years. The estimated fund balance of $6,307,655 at 07/01/99 is greater than anticipated due to a combination- of lower than anticipated expenditures and higher than anticipated revenues. 31 . 1;999 00 f..........P,.........e.... Rub .t :.:::.:.:...............p.................9......................................................................................................................................................................:.:...........................::::.::.::::::::::::: Act ''{{<»":«:'`'<><<<:::<>;a ,:`ei..... do' fed::>? d.::.pt.::.::::: .......................:....P....:....:: 9: 9'51:..::::»»< >39'QO>> Acct<::>:<:>::::<:ll scr~ ttan:.....;:::;:>::>:...:>:... > 9~ - .F 8f9J:.:.:..._:...:...:...:...:: 400000 Current taxes 6,215,090 6,549,169 6,883,324 7,276,627 7,276,627 7,276,627 401000 Prior year taxes 92,470 106,896 92,000 100,000 100,000 100.000 Total Property Taxes 6,307,560 6,656,065 6,975,324 7,376,627 7,376,627 7.376,627 404000 Federal Grants 20,141 55,494 166,800 52,537 52,537 52,537 404002 Federal Local Law Block Grant 17,904 0 0 0 0 0 .410000 Cigarette tax 90,949 104,630 92,434 93,170 93,170 93,170 411000 Liquor tax 296,033 313,918 260,795 295,680 295,680 295,680 412000 State revenue sharing 202,547 204,393 206,000 205,000 205,000 205,000 414000, State grants 8,193 15,938 4,000 16,000 16,000 16,000 415000 911 Emergency tax 117,796 130,053 104,171 149,380 149,380 149,380 420000 Hotel/motel tax 416,865 386,824 450,000 450,000 450,000 450,000 421000 County - USA 6,400 0 0 0 0 0 422000 County - WCCLS 937,669 1,015,051 1,146,355 1,225,000 1,225,000 1,225,000 Total Other Agencies 2,114,497 2,226,301 2,430,555 2,486,767 2,486,767 2.486.767 430000 Business tax 199,661 273,051 220;000 . 220,000 220,000 220,000 432000 Building permits 451 0 0 0 0 0 433060 CDC review fees 6,673 5,655 0 - 0 0 0 433070 Address fees 0 0 0 18,000 18,000 18,000 434000 Alarm Permit 22,298 26,423 22,000 26,000 26,000 .26;000 435000 Liquor permit fees 3,870 4,205 4,000 4,200 4,200 4.200 436000 Engr. public improvements 145,466 132,799 200,000 200,000 200,000. 200.000 437000 Sign permit fees 7,922 7,842 8,800 10,400 10,400 10,400 438000 Land use application fee 142,046 132,425 140,000 188,000 188,000 188,000 439000 Reimbursement application fee 4,506 24,751 10,800 10,800. 10,800 10,800 440000 Lien search fees 29,100 36,250 30,000 36,000 36,000 36,000 451000 Misc. fees & charges 41,027 51,974 25,000 40,000 40,000 40,000 452000 Park reservations 15,772 17,777 15,000 17.500 17,500 17,500 Total Fees & Charges 618,792 713,152 675,600 770,900 770,900 770.900 455010 Fines & forfeitures - traffic 342,222 320,538 342,000 342,000 342,000 342.000 455020 Fines & forfeitures - misdem. 236 210 0 0 0 0 455030 Fines & forfeitures - parking 4,806 85 0 0 0 0 456000 Indigent Defense 0 818 0 0 0 0 457000 Library fines 50,373 56,493 45,000 58,000 58;000 58.000 458000 Civic infractions 0 0 500 500 500 500 Total Fines 397,637 378,144. 387,500 400.500 400,500 400.500. 32 p f.." ar.. .Lr . :.::.::.:.::.;:.;:.;:.:.:.;:.;...........................s......... Geer I.Eu ::::>::»;:»:<::::;;:;:<::::;::» «:»::»»:»»::::;:>ct «««<::::<:> to E:< Ada :tet~;> < Pr s > € ~X ::::.raved<? Ad' ed :.......::::.......:::.:::::::::::::::::1...:.t t::::::::::.:::.::..:.:...:::::::..:..................................... ....................lap.........:...........:::..:::: Acescr.:c .t€on .:.::.::::...:.::::::::..:.:::7€99Gt..9:<:«<:::.:::a991t8::::::.:.:.: 460000- Electric 891,703 868,398 893,858 910,000 910,000 910,000 • 461000 Gas 219,433 208,318 215,000 240,000 240,000 240.000 462000 Telephone 278,117 300,316 309,000 400,000 400,000 400.000 463000 Garbage 207,070 221,919 228,000 228,000 228,000. 228.000 • 465000 Cable TV 140,610 156,767 143,000 173,000, 173.000 173.000 • Total Franchise Fees 1,736,933 1,755,718 1,788,858. 1,951,000 1.951,000 1,951.000 470000. Interest 266,232 312,379 274,200 321,750 321.750 321.750 471000 Interest earned from others 17,847 23,3.03 0 0 0 - 0 472000 Rentals 21,217 22,732 24,300 24,300 24,300, 24300 • Total Interest & Rentals 305,296 358,414 298,500 346,050 346,050 346.050 477000 Donations/Gifts 297 248 500 250 250 250 • 478000 Other. revenues 1,110 951 1,200 1,000 1,000 1.000. 479000 Recovered expenditures 48,622 63,393 20,000 20,000 20,000 20.000 • Total Other Revenue 50,029 64,592 21,700 21,250 .21,250 21.250 Total Revenues 11,530,744 12.152,386 12,578,037 A 3,353,094 13.353,094 13.353.094 300000 Fund balance 4,197,570 5.627,911 6,283,171. 6,307,655 6,307,655 6.307.655 Total General, Fund Revenue 15,728,314 17,780,297 18,861,208 19,660,749 19.660.749 '19.660.749 33 • . t......... The City uses three Enterprise funds to account for certain utility operations, including sanitary sewer, storm sewer and water. 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 $3.00 of the $4.00 monthly storm water charge and remits the balance to the Agency. Funds are used for the operation, maintenance and repair of storm sewer facilities. Water Quality/Quantity Fund - These revenues, established by the Unified Sewerage Agency (USA), are charged by the City on certain development activities in the City. Revenues collected are used to fund offsite surface water system improvements and capacity improvements to the storm sewer system. Water Fund - The City of Tigard manages the operation of the Tigard water system through an intergovernmental 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. Water SDC Fund - 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, 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. Willamette River Capital Projects Fund - This fund accounts for monies reserved for construction of a water treatment plant. Revenues to. this fund have come in the form of transfers from the Water Fund, which will be reimbursed through long-term revenue bonds. Enterprise Fund revenues are used to fund the cost of enterprise operation activities, capital improvements and related administrative costs as shown in the following program support distribution: Water Water Willamette Sewer Storm Water Quail Program Support Total Fund SDC Fund CIP Fund Fund Fund Quan. Fund Public Works 6,471,486 5,050,650 0 0 662,010 758,826 0 Development Services 142,308 0 0 0 73,100 67,263 1.945 Policy & Administration 956,511 370,655 0 0 301.223 284,633 0 Non-Departmental 80,486 26,829 0 0 26,829 26,829 0 Capital Improvements 10,835,800 1,110,800 943,000 4,000,000 3,000,000 900,000 882,000 Transfer 0 0 0 0 0 0 0 Contingency 750,000 500,000 0 0 200,000 50,000 0 Unappropriated 5,723,319 2,316,195 912 8,461 3,362,466 34,643 642 Total Programs 24,959,910 9,375,129 943,912 4,008,461 7,625,627 2,122,194 884,588 34 1999%00 Adapteii'Budget, ` • City of Tigard, Oregon Sanitary Sewer Fund #30 • Actual Actual Adopted Proposed A,proved ¢ Adopted Acct?# _Description ,_199619,7,. 1997/98 1998(99 1999/00 1999100 1999100 443000 Sewer connection fees 538,980 195,932 301,400 289,080 289,080 289,080 444000 Sewer inspection fees 0 0 10,975 0 0 0 • 446020 Sewer service charges 1,135,010 1,169,400 1,030,900 1,050,900 1,050,900 1,0501900 470000 Interest 223,912 284,179 252,000 300,000 300,000 300,000 478000 Other revenues 17 9 0 0 0 0• 479000 Recovered expenditures 26,320 539 0, 0 0, 0 • Total Revenues 1,924,239 1,650,059. 1,595,275 1,639,980 1,639,980 1,639,980 300000 Fund balance 5,163,059 5,283,944 51163,059. 5,985,647 5,985,647 5;985,647 • Total Sanitary Sewer Revenue 7,087,298 6,934,003 6,758,334 7,625,627 7,625627 7,625,627 • 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 $2,200 • per unit. The City's estimated 20% share of $289,080 anticipates 190 single family units, 337 multi-family units, 20 commercial units and 110 commercial alterations. 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 $1,050,900 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 not expected to.increase in' 1999/2000. Beginning fund balance includes both the City's share of previous years user charges and connection fees estimated. as follows: • Connection Fee $3,343,330 Service Charges 2,642,317 • Total Estimated Fund Balance $5,985,647 35 1999100 Adopfed'Sud~et 24 City of Tigard, Oregon Storm Sewer Fund #31 Actual Actual Adopted Proposed Approved Adopted Acgt,# Description 1996197 1997/98 19981,99_ X1999/00 1.999/00x, 1999!00 447000 Service charge 413,440 1,116,955 868,750 893,813 893,813 893,813 470000 Interest 44,356 28,423 45,000 36,500 36,500 36,500 479000 Recovered expenditures 5,467 0 0 0 0 0 Total Revenues 463,263 1,145,378 913,750 930,313 930,313 930,313 30000 Fund balance 1,245,528 795,183 820,359 1,191,881 1,191,881 1,191,881 Total Storm Sewer Revenue 1,708,791 1,940,561 1,734,109 2,122,194 2,122,194 2,122,194 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 $4.00 per month per unit. The City's share is $3.00 for every$4.00 collected. Single family homes are considered one unit. Other parcels are billed upon square footage of impervious surface. Storm Sewer fund balance includes the City's share of previous years System Development Charges and monthly fees as follows: System Development Charges $ 450,737 Service Fees $ 741,144 Beginning Fund Balance $ 1,191,881 36 1,999100 'Ailopteil Btifget - x ks City of Tigard, Oregon Water Fund #15 • Actual Actual Adopted Proposed Approved,-. Adopted4 Acct# . Description 1.996197. _ 199748 1998(99 1999/OU 1999/t)0; _ 1999/,00 • 401000 Current taxes (8,140) 3,415. 0 0 0 0 446010 Metered water sales 4,018,835 3,881,019 3,900,000 3,900,000 3,900,000, 3,900,000 446011 Other water sales 4,363 12,234: '10,000 10,000 10,000 10,000 446013 Meter installation fees 259,074 169,758 162,650 130,150 130,150 130,150 446014 Credits for leaks/misreads (10,328) (26,880) (8,500). (9,000) (9,000)- (9,000)• . 446015 Bad debt expense (13,882) (10,258) (9,500) (9,500) (9,500) ,(9,500) 448000 SDC reimbursement 422,807 376,952. 375,040 308,000 308,000 308,000 • Total Water Sales 4,672,729 4,406,240 4,429,690 4,329,650. 4,329,650 4,329,650 , 447001 Developers, fees 10% O/H 119,336 112,806 80,000 60,000 60,000 60,000 447002 Engineering fees 23,867 22,561 16,500 10,000 10,000 10,000 447005 Fire service reimbursement 18,750 11,250 5,000 5,000 5,000 5,000 • Total Developer Revenue 161,953 146,617 101,500 75,000 75,000 75,000 451000 Misc. fees and charges 2,943 1,338 3,000 3,000 3,000 3,000 • 470000 Interest income 353,770 448,627 213,000 400,000 400,000 400,000 471000 Interest earned from others 501 0 0 0 0 0 • 472000 Rental income 19,764 16,491 11,400 17,400 17,400 17,400 478000 Other revenues 19,284 5,192 4,000 5,000. 5,000 5,000 478001 Penalties for non-payment 10,033 12,125 10,000 14,000 14,000 14,000 • 478002. Returned check fee 2,174 2,145 2,200 2,500 2,500 2,500 479000 Recovered expenditures 11,181 9,854 0 0 0 0 Total Miscellaneous Revenue 419,650 495,772 243,600 441,900 441,900 441,900 • Total Revenues 5,254,332 5,048,629 4,774,790 4,846,550 4,846,550 '_4,846,550 30000 Fund balance 5,523,462 6,850,152 7,572,538 4,528,579 4,528,579 4,528,579 . Total Water Revenue 10,777,794 11,898,781 12,347,328 9,375,129 9,375,129 9,375,129 Notes: • Water operations are accounted for in the Water Fund. Metered water sales anticipate-the usage of 2,825,000 hundred cubic feet (ccf) of water at $1:27 - $1.63 per ccf. The City anticipates purchasing water-from the,City of Portland at, ` 1,952,000 ccf, City of Lake Oswego at 342,000 ccf and Tualatin Valley Water District,at 531,000 ccf. • Water sales include an estimated 350 meter installations. An estimate of revenues by meter size follows: • 300 - 3/4" meters @ $325/ea., 40 - 1" meters @ $570/ea., 10 - 2" meters @ $985/ea. System Development Charge revenue is estimated based on new meter installations. System Development Charge • rates increased in December 1996. An estimate of revenues by meter size follows: 250 meters @ $ 671, 50 meters @ $663, 20 meters @ $1,342, 20 meters @ $1,326, • 10 meters @ $5,368: Rental income consists of estimated revenues from the Sprint Monopole lease at $950/mo, as well as estimated • revenues from an AT & T lease at $500/mo. 37 19991Q0 Adoptedl3udgeY' City of Tigard, Oregon Water SDC Fund ##27 Actual Actual Adopted Proposed Approved j Adopted" Acct,# Description 1996/97. 1997198 1998199 1999/00 1999fU0;`y 1999!00 450000 System Development Chgs 621,150 337,658 224,010 192,510 192,510 192,510 470000 Interest 134,149 114,822 15,000 20,000 20,000 20,000 Total Revenues 755,299 452;480 239,010 212,510 212,510 212,510 300000 Fund balance 2,582,997 2,454,573 274,359 731,402 731,402 731,402 Total Water SDC 3,338,296 2,907,053 513,369 943,912 943,912 943,912 Notes: Water System Development Charges were updated in December 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 revenues by meter size follows: 250 3/4" meters @ $ 315 $ 78,750 20 1" meters @ $ 630 $ 12,600 50 1-1/2" meters @ $ 844 $ 42,200 20 2" meters @ $ 1,688 $ 33,760 10 3" meters @ $ 2,520 $ 25,200 350 $ 192,510 City, of Tigard;"Oregon Willamette River CIP -Fund #57 Actuate Actual Adopted Proposed "Approved,' Adopted` Acct # Description 1,996197 W ;-,19971,98 , 1,998199 1999100, ; ".1999/00: 3999/00;;.:; • 470000 Interest 37,987 32,304 150,000 220,000 220,000 220,000 478000 Other revenues 0 0 0 0 0 0 499000 Transfer from other funds 0 0 4,000,000 0 0 0 Total Revenue 37,987 32,304 4,150,000 220,000 220,000 220,000 300000 Fund balance 704,854 266,391 0 3,788,461 3,788,461 3,788,461 Total Water Cap Projects 742,841 298,695 4,150,000 4,008,461 4,008,461 4,008,461 Notes: Funds were transferred from the Water Fund during two prior years in anticipation of funding 1/2 of the new reservoir known as Menlor. The project was substantially completed in 1997/98. Funds were transferred in•from the Water General Fund last fiscal year, in anticipation of the Willamette River project that began in FY 98/99. These funds will be reimbursed once bonds are issued for this project. 38 t . ................................................................:....:..::::::.:.Y .......................9............:...........:.:.::.:.::::::::.::.::::::::::::.::.:::::.::.::::::.::::...::........ 4€ APB?.:.::.:.:..:::.:::::::..::: P:: Acot:ft>;:::::>Desc i >:<::..........9............'~ ..........................9..................'.1.............::.. 445000 Service Charges 159,601 155,411 61,200 121,170 121,170 121,170 • 470000 Interest 43,837 63,530 45,000 '80,000 80,000 _ 80,000 • 479000 Recovered expenditures 22,657 77,601 0 0 0. 0 . Total Revenues 226,095 296,542 106,200 201,170 201,170 201,170 300000 Fund balance 396,222 622,587 747,392 683,418 683,418 683,418 • Total Water Quality/Quantity 622.317 919,129 853,592- 884,588 884.588 884,588 • Notes: " • This fund was set up to record revenue from the 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. Service charges are estimated from the following units: 190 Single Family @ $ 290. $ 55,100 • 337 Multi-Family @ $ 110 $ 37,070 20 Commercial @ $ 1,450 $ 29,000 . Total Revenue $ 121,170 39 • 1999100 Ad-opt" d'~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: 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. Electrical Inspection Fund - Established in 1994/95, this fund accounts for the 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. Urban Services Fund - This fund was. established in June 1997 to account for all revenues and expenditures related to services provided in the unincorporated Bull Mountain area. The City of Tigard began providing building, planning and engineering permit, inspection services and road maintenance activities to this area after signing an intergovernmental agreement with Washington County. 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 not 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 vehicle 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. Traffic Impact Fee Urban Services - Revenue from a county instituted fee on development approved by voters in 1989. Fee is to be charged by the City for development in the Urban Services unincorporated area. 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, multi-family or commercial construction, additions, alterations or change in use which creates 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. Underground Utility - Accounts for monies received from developers for future underground utility improvements. Worker's. Compensation Fund - Accounts for monies received from worker's compensation insurance carriers as refunds of prior years premiums. Accumulated funds may be used to self insure in the future. FEMA Disaster Fund - This fund was established in February 1996 to-account for the flood clean up and recovery activities. Activities are anticipated to be funded by Federal Disaster Relief Funds. Tree Replacement Fund - This fund is established by Tigard Municipal Code section 18.150.070, which provides for the collection of fees from developers in lieu of saving trees. 40 1999104 "Adopted Budget , • City of Tigard, Oregon • Special Revenue Funds (cont.) Shown below is a chart showing each funds' revenue contribution' to total Special Revenues: • • SPECIAL REVENUE FUNDS • Workers Comp Tree Replacement • Underground Utility 2'23% 2.00% 3.12% • Building Fund • 8.90% • Electrical Inspection Parks SDC 3.11% • 7 Urban Services 7.91%, TIFF - Urban Services • 7.81% ai it State Gas, Tax • 20.57% • Traffic Impact • 35.04% County Gas Tax 1.27% . • Special revenue funds support various programs in accordance with their specific use provisions as follows: • Building Electrical Urban Criminal Slate County Traffic TIFF Parks 'Undergrd' Workers Tree • Program Support Total Fund Inspection Services Forfeiture Gas Tax Gas Tax Impact Urban Svc • SDC utility comp, Replace. _ Community Services 27.629 0 0 0 16,000 0 0 0 0 _ 0 0 0 11,629 • Public Works 1.102,660 20,086 966 179,936 0 749,930 151,743 0 0 0 0 0 0 Development Services 2,069.534 768,620 161,671 522,607 0 510.844 0 70,742 31,159 3:891 0 0 0 • Policy and Administration 438.264 150,930 27.762 79,953 0 . 179,619 0 0 0 0 0 0. 0 Non Departmental ' 46,950 12,012 4,024 9,451 0 21,462 0 0 0 0 0 0 0 - • Capital Improvements 7.155.000 0 0 0 0 945.000 0 3,800,000 900,000 910,000 373,000 0. 227:000 Contingency, 500.000 50,000 50.000 50,000 0 50.000 0 300,000 0 0 0 0 0 _ • Unappropriated 629.452 63,144 127,419 105,426 32228 4,945 719 23.387 3,295 926 205 267,121 637 , ITotal Programs 11,969,489 1,064,797 371,842 947,377 48.228 2,461,801 152,462 4,194,129 934,453 914.816 373.205 267,121 239.266 • • • 41 • • 1999/00 Rdnpted'Budget City of Tigard, Oregon Building Fund #29 Actual Actual Adopted Proposed Approved Adopted Acct;# Description 1996/97 1997!9$ A998J99_,. x,19991,00. _1999)00 1999!,00 431000 Plumbing Permits 163,110 68,092 113,598 101,460 101,460 101,460 431010 Mechanical Permits 44,337 27,292 47,295 48,981 48,981 48,981 432000 Building Permits 500,401 257,353 409,875 440,128 440,128 440,128 433000 Building Plan Check Fees 230,612 182,019 255,425 267,988 267,988 267,988 433010 Erosion Control Plan Check 14,031 6,964 7,298 13,874 13,874 13,874 433020 Fire and Life Safety Plan Ck 74,056 57,148 64,313 74,535 74,535 74,535 433030 Mechanical Plan Check Fee 13,884 4,077 12,035 9,059 9,059 9,059 433050 Plumbing Plan Check Fee 8,956 4,312 27,180 15,313 15,313 15,313 433060 CDC Review Fees 6,623 5,715 9,125 9,800 9,800 9,800 444001 Sewer Inspection Fee 12,645 7,075 7,900 11,125 11,125 11,125 470000 Interest 14,767 13,687 15,000 6,500 6,500 6,500 479000 Recovered Expenditures 0 556 0 0 0 0 Total Revenues 1,083,422 634,290 969,043 998,763 998,763 998,763 300000 Fund balance 100,000 100,899 369,696 66,030 66,030 66,030 Total Building Fund 1,183,422 735,189 1,338,739 1,0647793 1,064,793 1,064,793 Notes: Building revenues were recorded in the General Fund in previous years„however, they have been recorded in this separate fund since July 1, 1996. Revenue estimates are based on the anticipation of continuing strength in the construction of both commercial and residential developments: Estimates include 190 single family units, 337 multi-family units and 20 commercial projects for the year. Total construction value is anticipated to exceed 5111,000,000. Revenues are recorded in this fund to allow for a closer match between resources and expenditures related to building permits and inspection activity. 42 1999/00 Ado0t4&BUdget " City of Tigard, Oregon ' • Electrical Inspection Fund #23 Actual Actual Adopted Proposed Approved Adopted, • Acct,# Description 4. 1.99ti/9T,, ;1997198 1998199 1999/00 p1999100,.,.. 1999!00 431510 Electrical permits 291,552 151,548 186,753 178,057 178;057 178,057 433040 Electrical plan check 20,388 9,372 12,695 - 14,511 14,511 14,511 470000 Interest 7,542 9,833 8,000 20,000 20,000 20,000 Total Revenues 319,482 170,753 • 207,348 212,568 212,568 212,568 • 300000 Fund balance 72,072 157,288 220,836 159,274 159;274 159,274, Total Electrical Inspection 391,554 328,041 428,184 371,842 371,842 371,842 Notes: • The Electrical Inspection Program began at the end of 1994/95. Funds may be used to support electrical, inspection activity and, associated"costs. Tigard's development activity, although declining, is expected to remain strong for several years. City ofTgard Oregon . Urban Services Fund #19 Actual Actual Adopted Proposed Approved Adopted • Acct # ;Description 1.996!97, 4997798. - 1998199,_ 1999/00: 1999/oo;, 199940 418000 Interagency Revenue 220,000 97,536. 150,000 120,000 120,000 120,000, 431000 Plumbing Permits 4,525 43,820 86,663 54,712 54,712 54,712 • 431010 Mechanical Permits 923 9,579 22,703 16,158 16,158 '16,158 431510 Electrical Permit Fees 4,900 49,243 85,655 - 52,896 52,896 52,896 . 432000 Building Permits 11,223 112,005 288,224 197,206 197,206 197,206 433000 Building Plan Check Fees "4,623 72,292 183,375 .126;614 126,614. 126,614 433010 Erosion Control Plan Ck. 250 198 0 _ .100 100 ' 100 433020 Fire Life Safety Plan Ck. 0 511 0 500 500 500 • 433030 Plumbing Plan Ck. 0 0 3,000 0 0 0 433040 Electrical Plan Ck. 0 0 1,420 0 0" 0433050 Mechanical Plan Ck. 231 2,092 6,324 0 0 0 433060 CDC Review Fees 3,600 34,328 6,000 37,800 37,800 37,800 • 433070 Urban Services Address Fees 0 0 0 9,000 9,000 9,000 • 436000 Engineering Pub. Improv. 0 300 0 100,000 100,000 100,000 438000 Land Use Planning Applic. 6,232 34,718 35,000 35,000 35;000 35,000 • 441001 Sewer Inspection Fees 735 6,272 10,500 10,500 10,500 10,500 • 451000 Miscellaneous Fees & Charges 0 11 0 0 0 0 470000 Interest Earnings 510 14,397 1,000 13,000 13,000 13,000 479000 Recovered Expenditures 8,605 0 0 0 0 0' • Total Revenues 266,357 477,302 879,863 773,486 773,486 773;486 300000 Fund balance 0 89,996 202,324 173,887 173,887 173,887 Total Urban Services Fund 266,357 567,298 1,082,187 947,373 947,373 947,373 • Notes: This fund was established in June 1997 to account for all revenues and expenditures associated with the services provided • to the Urban Services area of Washington County. The City began`collecting fees and charges on June 1, 1997, and the • County paid the city $215,000 on June 1, 1997 to cover start up costs and permits in process. 'Road maintenance activities were added in November 1997 and $120,000 is anticipated from the County this year to fund the additional services. . 43 • 19--99100 Ad6pf`etl'Budgef ~A City of Tigard, Oregon Criminal Forfeiture Fund #55 ` Actual Actual Adopted Proposed Approved Adopted Acct.# Description 1996197 1997198 1998!99 1999140 1999100 1994400 470000 Interest 165 504 100 5,600 5,600 5,600 478000 Other revenues 995 25,510 5,000 5,000 5,000 5,000 Total Revenues 1,160 26,014 5,100 10,600 10,600 10,600 300000 Fund balance 1,000 26,975 21,071 37,628 37,628 37,628 Total Criminal Forfeiture Fund 2,160 52,989 26,171 48,228 48,228 48,228 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. City of Tigard, Oregon State Gas Tax Fund #21 Actual Actual Adopted Proposed Approved Adopted. Acct,# Description 1996%97 - 1997!,98 1998199 1999100' 1999/00 1999/110. 413000 State Gas Tax Share 1,565,218 1,559,909 1,687,280 2,170,245 2,170,245 2,170,245 442000 Street Lighting Fees 6,861 9,401 15,000 8,200 8,200 8,200 470000 Interest 14,720 14,178 15,000 28,000 28,000 28,000 479000 Recovered expenditures 57,046 2,422 0 0 0 0 Total Revenues 1,643,845 1,585,910 1,717,280 2,206,445 2,206,445 2,206,445 300000 Fund balance 409,740 346,555 353,726 255,356 255,356 255,356. Total State Gas Tax 2,053,585 1,932,465 2,071,006 2,461,801 2,461,801 2,461,801 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 $43.37 per capita using.a population estimate of 38,500 for fiscal year 1999/00. The 1998 Legislature passed a bill that will increase State Gas Tax by 4 cents per gallon. This increase equates to additional revenues of $500,500, based on a population estimate of 38,500. This gas tax increase is reflected in fiscal year 1999/00 revenue estimates. 44 Y.........9...... r......!3 G3i ::;<>:< X991 A ~t:::<>:::»C3es ::««<:4~36 423000 County Road Tax 147,072 157,489 150,000 150,000 150,000 150,000 • 470000, Interest 1,574 2,121 1,600 2,400 2,400 2,400 • Total Revenues 148,646 159,610 151,600 152,400 152,400. 152,400 • 300000 Fund balance 27,937 29,453 44,619 62 62 62 • Total County Gas Tax 176,583 189,063 196,219 152,462 152,462 152.462 • Notes: Washington County collects one cent per gallon of gas sold within the county as a county gas tax. Taxes are distributed to cities within the county according to a formula set by the county. :_:::>::>dsa# :#m `'l` ` i oven:' efi":::: tua > i ........f~ 4 . r::•r•:_:::::r::::i: ~:::.:::::":::r::::::: _ " .:::::::::::r::......SIa.......................I........:A......te 1938 Acet::#::;:;:<:~et#cr# 1S{FfL ...............................A"' M.........19&Ff.98::::»>:::<::<19ff8f.98>::» «<:::1598 t1a:::>:......... _ 448000 Traffic Impact Fee 1,713,517 961,786 899,125 980,340 980,340 980,340 470000 Interest 125,426 166,644 128,750 250,000 250,000 250,000 479000 Recovered Expenditures 309 76,833 0 0 0 0 • Total Revenues 1,839,252 1,205,263 1,027,875 1,230,340 1,230,340 1,230,340 300000 Fund balance 2,058,748 3,458,206 3,376,305 2,963,789 2,963,789 2,963,789 • Total Traffic Impact 3,898,000 4,663,469 4,404,180 4,194,129 4,194.129 4,194,129 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 per average we trip • Business/Commercial use per average weekday trip • Office use per average weekday trip Ab. Industrial use per average weekday trip Institutional use per weighted average daily trip Estimated TIF revenues from the following sources are: 190 Residential $ 1,853 $ 352,070 • 337 Multi-Family,Residential $ 1,170 $ 394,290 20 Business/Commercial use $ 11,699 $ 233,980 • Total TIF Revenues $ 980,340 45 1999/00 Adopted'Budgek' is City of Tigard, Oregon Traffic Impact Fee - Urban Services Fund 418 Actual Actual Adopted Proposed Approved Adopted:a Acct:# Description 1996197 19971.98 1998/99 1999100, 19991.00 1999*0 ' 448000 Traffic Impact Fee 35,490 .261,330 369,112 389,130 389,130 389,130 470000 Interest (10) 8,456 4,000 20,000 20,000 20,000 Total Revenues 35,480 269,786 373,112 409,130 409,130 409,130 300000 Fund balance 0 280,606 335,527 525,323 525,323 525,323 Total Traffic Impact 35,480 550,392 708,639 934,453 934,453 934,453 Notes: This fund was established in June 1997 to account for the collection of Traffic Impact Fees in the Urban Services area of Washington County. The City will manage road improvements in this area with these funds as projects are approved by the County. Estimated TIF revenues ,from the following sources are: 210 Residential Units $ 1,853 $ 389,130 Total TIF revenues $ 389,130 City of Tigard, Oregon Parks SDC Fund 452 Actual Actual Adopted Proposed Approved Adopted Acct # Descri tion p 1996/92 1997198 1998/99'`: 1999100, 1999100:. 1999/60'_ _ 449010 SDC - Parks 558,817 180,497 395,660 381,480 381,480 381,480 470000 Interest 50,794 57,917 53,000 68,000 68,000 68,000 479000 Recovered Expenditures 5,003 30,000 0 0 0 0 Total Revenues 614,614 268,414 448,660 449,480 449,480 449,480 300000 Fund balance 676,561 1,083,256 1,052,181 465,336 465,336 465,336 Total Parks SDC 1,291,175 1,351,670 1,500,841 914,816 914,816 914,816 Notes: 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 time 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: 190 Single Family Units . $ 1,050 $199,500 337 Multi Family Units $ 540 $181,980 Total $381,480 46 • :1999/00 Adapted'8udget.. ; City of Tigard,,Oregon • Underground Utility Fund tk26 # Actual Actual Adopted Proposed Approved, Adopted Acct Descnption_ _ 1996197 1997/98 199099 1999/00 1999/00 1999100 • 445003 Fee in-lieu of Undergrounding 40,673 66,633 43,000 58,000 58,000 58,000 470000 Interest 6,881 9,909 8,000. 16,000 16,000 16,000 • Total Revenues 47,554 76,542 51,000 74,000. 74,000 74,000 • 300000 Fund balance 105,407 229,503 195,242 299,205 299,205 299,205 • Total Underground Utility 152,961 306,045 246,242 373,205 373,205 373,205 Notes: This fund was established to record funds received in lieu of undergrounding utilities. _ • City ofVTigard, Oregon Wormers' Compensation Fund #28 • Actual Actual Adopted Proposed ' Approved Adopted Acct # Description :1996w 199.7/98 1998199 1999/04 1999loo, 1999f0Q • 470000 Interest 4,525 8,084 5,000 12,000 12,000 12,000 479000 Recovered Expenditures 35,859 48,676 35,000 40,000 40,000 40,000 • Total Revenues 40,384, 56,760 40,000 52,000 52,000. 52,000 300,000 Fund balance 71,463. 168,607 154,382 215,121 , 215,121 215,121 • Total Workers' Comp. Fund 111,847 225,367 194,382 267,121 267,121 267,121 • Notes: • This fund was.established to record the refund of worker's compensation premiums from prior years plans. Funds will • eventually be used to self insure portions of the City's liabilities. 47 1999100 AdopW'Sudget Ctty cf Tigard, Oregon FEMA Disaster Fund #11 Actual Actual Adopted Proposed Approved Adopted Accl:4 Description 1996/97, 1997!98_.:. 1998199 1999/00 1999/00:;; 199910o 404000 Federal Grants 239,300 0 0 0 0 0 470000 Interest 0 0 0 0 0 0 479000 Recovered Expenditures 4,018 0 0 0 0 0 Total Revenues 243,318 0 0 0 0 0 300000 Fund balance (221,816) 0 0 0 0 0 Total FEMA Disaster Fund 21,502 0 0 0 0 0 Notes: This fund was established to account for FEMA eligible disaster cleanup activities. The City experienced two 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 were partially reimbursed. Unreimbursed expenditures were transfered to the sewer and storm drain funds in 1997/98. City of Tigard, Oregon Tree Replacem'ent,Fund #20 ' Actual ~:~ActuaI Adopted Proposed Approved. `Adopted Acct #4 Description 1996/97 . ~ 1997/98 ,1998/99 1999100 1999/00 x1999/00 'A 417000 Tree Replacement Revenue 174,584 33,469 50,000 35,000 35,000 35,000 470000 Interest 1,707 9,759 2,000 13,000 13,000 13,000 Total Revenues 176,291 43,228 52,000 48,000 48,000 48,000 300000 Fund balance 0 174,155 174,062 191,266 191,266 191,256 Total Tree Replacement Fund 176,291 217,383 226,062 239,266 239,266 239,266 • Notes: This fund was established in 1996/97 by Tigard Municipal Code section 18.150.070 to account for funds collected from developers in lieu of saving trees. Funds are to be used by the City to plant trees in the public right of way and other public properties. 48 1999/00 Adopted Budget 7 City of Tigard, Oregon t7ebtService Fundsx • 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 i 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 - 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. A summary of Debt Service revenues, by type, follows: • Fund Amount General Obligation Debt Service: Tax collections 258,938 • Interest earnings 5,000 . Beginning fund balance (12,908) Total General Obligation 251,030 Bancroft Debt Service: Collections from property owners for the: Pacific Corporate Center Project 130,508 Lincoln/Locust Street LID 40,538, Dartmouth Street LID 122,409, McDonald Street 1,684 135th Avenue Project 1,067 Interest Earnings 190,421 • Bond Proceeds. 1,400,000 Note Proceeds 2,040,000 Beginning "Fund Balance 47,738 Total Bancroft 3,974,365 Total Debt Service Funds 4,225,395. 49 1999100 Adopted Budget City of Tigard, Oregon Debt Service Funds Debt Service Funds are received from the following sources: s Note Proceeds 48% Bond Proceeds 33% / r' r !a Beginning fund balances Interest earnings Property tax 1% 5% ■ Assessment :R interest and revenue principal 6% 7% Source Amount Percentage Property tax revenue 258,938 6.13% Assessment interest and principal 296,206 7.01% Interest earnings 195,421 4.62% Bond Proceeds 1,400,000 33.13% Note Proceeds 2,040,000 48.28% Beginning fund balances 34,830 0.82% Total Debt Service Funds 4,225,395 100.00% 50 ;1999/00 Atlo tetl'°Buii` et r ` p+3- a>g - City of Tigard, Oregon • General Obligation Debt Service Fund #60. Actual Actual Adopted Proposed Approved Adopted Acct;#,-, _ Descnpti©n 199,6/97~~ 1997198 1998/99 1999/0© 1999100: 1999/00 400000 Current taxes 1,356,859 1,570,679 1,604,615 234,938 234,938 234,938 401000 Prior year taxes 31,765 27,201 25,000 24,000 24,000' 24,000 470000 Interest 43,067 39,563 45,000 5,000 5,000 5,000 Total Revenue 1,431,691 1,637,443 1,674,615 263,938 263,938 - 263,938 • 300000 Fund balance 168,655 9,541 0 (12,908) (12,908) (12,908)• Total G.O. Debt Service 1,600,346 1,646,984 1,674,615 251,030 251,030. 251,030 • Notes: Year 1999100 • General Obligation Debt consists of: Issued Obligation Advance refunding bonds Series A 1993 251,030 Total 251,030 Debt Service for these bonds is received from a property tax levy necessary to meet the fiscal year requirements as- • follows: Total requirements 251,030 Prior years taxes (24,000) Interest earnings (5,000) Beginning fund balance 12,908, '.234,938 . Allowance for uncollectable 105.00% Tax levy 246,685 City of Tigard, Oregon Bancroft Bond Debt Service Fund #40 1 Actual Actual Adopted Proposed Approved Adopted • A004Description 1996197 1997198 „1998199, 1999/00~, 1999100 1999100 470000 Interest 9,575 18,616 9,500 10,000 10,000 10,000 471000 Interest from other sources 158,177 118,193 97,692 180,421 180,421 180,421 474000' . Proceeds/collections 4,449,666 0 4,800,000 " 1,400,000 1,400,000. 1,400,000 474010' Notes Proceeds 0 0 0 2,040;000 2,040,000 2,040,000 • 475000 Bancroft collections 195,802 173,947 179,847 296,206 .296,206, 296,206 418000 Other revenues 832,000 1,000 0 0 0' 0 Total Revenue 5,645,220 311,756 5,087,039 3,926,627 3,926,627 3,926,627 300000 Fund balance 218,447 216,253 1,038,752 47,738 47,738 47,738 • Total Bancroft Debt 5,863,667 528,009 6,125,791 3,974,365 3,974,365. 3,974,365 Notes: Special assessments are the major source of funding to meet current and future interest and principal payments on outstanding bonds. 51 1999/00 A86Med!Budget City of Tigard, Oregon Capital Projects Funds Special Assessment Improvement - 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. 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. Facility - This fund was established during the 1995/96 budget process to set aside funds for future city facility improvements. It is anticipated that $150,000 per year will be transferred to this fund from the General Fund. Metro Greenspaces - 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. 69th Ave. LID - This fund was established in 1998/99 to account for construction costs for the newly formed Local Improvement District on 69th Ave. This fund will capture construction costs associated with the project. Shown below is a chart showing each funds' revenue contribution in relation to the Capital Projects Funds: CAPITAL PROJECTS FUNDS Special Assess. Park Levy Impr 0 4/0 13% Facility Fund 16% x j - 69th Ave.. LID x, 53% Metro Greenspaces 14% 52 1'999700z Atlopted<&idget City of Tigard, Oregon Special Assessment Improvement Fund #45 • Actual Actual Adopted Proposed Approved Adopted 1997/98. 1998!99 1999f00.~f~ 1,999/00 _ 9100 Acct , ©escript~or 1996/97 470000 Interest 76,891. 31,823 ` 0 0 0 0. • 474000 Bond Proceeds 175,334 0 0 0 0 0 479000 Recovered expenditures 0 295 0 70,000 70,000.' 70,000 • Total Revenue 252,225 32,118 0 70,000 70,000 - 70,000 300000 Fund balance 583,882. 31,190 71,208. 900 900 900 Total Special Assess. Improv. 836,107 63,308 71,208. 70,900 70,900. 70,900' The Dartmouth Street project'is completed. The final assessment was assigned in June 1998. There is a lawsuit, pending on behalf of one property owner regarding their portion of the assessment. ; Long-term financing has not yet been finalized on this portion of the Dartmouth project. Any additional costs associated with this lawsuit will be reallocated to property owners. r City of Tigard, Oregon Park Levy Improvement Fund #53 • Actual Actual Adopted Proposed Approved Adopted 1996197 1997/98 1.998/99 1999100; 1-,99,9/00 °x1999/00,=. . Acct Description 400000 Current taxes 0 0 0 0 0 0 401000 Prior year taxes 3,250 1,227 0 0 0 . 0 • 404000 Park County Grant 0 0 .0 0 0 0 S 414000 Intergovernment revenues 0 0 0 0. 0 0 470000 Interest 9,296 10,350 9,000 12,700 '12,700 12,700 - • 477000 Private Donations 0 0 0 0 0' . 0' 479000 'Recovered expenditures 0 0 0 0 0 0 Total Revenue 12,546 11,577 9,000 1.2,700 12,700 12,700 300000 Fund balance 173,405 192,470 184,394 205,866 .205,866- 205,866 Total Park Levy Improvement 185,951 204-1047 193,394 218,566 218,566 218,566. • 'Notes: Funds were provided by the sale of Certificates of Participation in 1990 and were used to fund park S 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. In 1995/96 the City received, a $100,000 gift from-an estate of a deceased _ _ • citizen. Such funds are intended to be.used for path construction and are included in'estimated beginning fund balance. 53 • . 1.. 901{).:. A.:.: ......g e :I`::stif7i' act'!C?r:::o<'!!:` i«<?'»': Fain Fa##56<<»> » e sect 999{tI « ::::89(Qz:>>s3IQ0 470000 Interest 16,142 8,039 15,000 4,800 4,800 4,800 471000 Interest Earned from Other 0 1,532 0 4,846 4,846 4,846 478000 Other revenues 135,000 161,000 808,491 150,000 150,000 150,000 Total Revenue 151,142 170,571 823,491 159,646 159,646 159,646 300000 Fund balance 205,362 3,764 357 107,691 107,691 107.691 Total Facility Fund 356,504 174,335 823,848 267,337 267,337 267,337 Notes: This fund was established during the 1995/96 budget process to set aside funds for the future expansion of City facilities. Revenue is from annual contributions from the General Fund. The increased contribution budgeted last fiscal year did not happen, due to the failure of a City facility ballot measure rejected by voters in November 1998. The 1999/00 contribution is scheduled for $150,000. 1:9 9X2D:::>Ad _ t4f:t3ic~ >:<:::>:<:»>:::::::><»:::<::<:;>:::>:»::>::<:::::<::_ l ctuat:>>:«:: ......1 lcCi e sti to:::>::_>::::> »:::<:>::»:<:::>< :99 3N 99..:::::::»?>t:998198::::>::.:»19t391t3D:>:.>:.. i .7 Ux. 416000 Intergovernment Revenues 7,807 44,555 259,000 247,000 247,000 247,000 470000 Interest (482) 1,950 0 0 0 0 479000 Recovered expenditures 0 0 0 0 0 0 Total Revenue 7,325 46,505 259,000 247,000 247,000 247,000 300000 Fund balance (1,776) 0 0 130 130 130 Total Facility Fund 5,549 46,505 259,000 247.130 247,130 247,130 Notes: 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 land purchases were made during FY 1998/99 to expand Cook Park. 54 i 1999""/04 Adopted Budget ,w. ~ r ; x~ - ' City of Tigard, Oregon 69th Ave. LID Fund #32 • t Actual Actual Adopted Proposed Approved Adopted Acct,# Description. 1996197] 1997,/98 1998/99 1999/00~1999/00;1999_I00 470000 Interest Income 0 0 0. 1,000 1,000 1,000 • 478000 Other Revenues 0 0 0 0 0 •1 '0 • 479000 Recovered expenditures 0 0 0 0 0. 0. .Total Revenue 0 0 0 1,000 1,000 1,000 • 300000 Fund balance 0 0 0 900,000. 900,000 900,000' - Total 69th Ave. LID Fund 0 0 0 901,000- 901,000 901,000. Notes: This fund, was established to capture construction costs for the newly created 69th Ave. Local Improvement S District. 55 PROGRAM EXPENDITURE SUMMARY Program Budget Organization Organization Chart Expenditure Summary - By Program Operating Budget History Total Operating Budget City of Tigard, Oregon n 0 ~i - o. y0 cv c0 0 4..:: :9 0 : . ~o t . Oil. Oft . ..................9............. . 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. The City has established the following program structure: Program Function 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 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. 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. 56 P : . ate.:::.......;.:::.::...:.:::.::.:::..:::::::::::.::::::::.:::::::::::..:.::: r...... ,Budget Program # Dept # Description/Program/Dept. Unit# . • 1000 Community Services 1100 Police Administration 111.0 • Operations 1120 Support Services 1130 1400 Library Administration 141b Readers Services 1420 Technical Services 1430' • Circulation -1440 • 1500, Social Services 1500 1600 Grounds 1600 2100 Public Works 2100 Administration 2110 Sanitary Sewer 21,20 Storm Sewer 2125 Street Maintenance 2130. Fleet Maintenance 2150 Property Management 2160 Water 2170 Storm Cleanup 2180 2200 Development Services 2200 Community Development Administration 2210 Building Inspection 2220 Current Planning 2230 Long Range Planning 2235 Engineering 2240 Street Lights & Signals 2250' 57 k..........c# e P ::::::::::::::E:::::::::::.:::::._:.:::::::::::::::.:::.:.:....::..:. . r.... .............nF ..vn.........n..r 9 :::::::m : Budget Program # Dept # Description/Program/Dept Unit # 3000 Policy & Administration 3100 City Administration Mayor & City Council 3110 City Administration 3120 Human Resources 3130 Risk Management 3310 Network Services 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 6270 Streets 6300 Grounds 6400 Underground Utility 6290 Water SDC 6270 Local Improvements 6500 Park Levy Improvements 6700 Water Capital Reserve 6270 • 7000 Contingency Operating 7100 58 7 Ad6oted Budget City of Tigard, Oregon • Organization Chart Citizens Mayor & . City City Council Attorney • City Manager Police Library :y Public Works Community Engineering Finance • Development City Administration tU. Police Library Public Works Community Dev. Engineering City Admin. Finance • Administration Administration Administration Administr tion 'Engineering City Recorder Cepartment Department i Police Library Public Works C' Admin. Finance Readers Police Engineering Commu A n Operations Services Sanitary Sewer Operations Street Lights/ ty Accounting • Signals Involvement • i , Police library City Admin. • Support Services Technical Public Works Community Dev . Human Finance Services Storm Sewer Current Planning Resources Cfflice Services, . i City Admin. i Library Public Works community Dev. Risk' Finance Circulation Water Long Range Management .Records • Planning Public Works City Admin. • Street Network ' Finance . Services .MunicipalCourt. Maintenance i Public Works • Fleet Maintenance Public Works , Property MT. Public Works a . Parks Maintenance . 59 . 1 9., 3f GO:] .Ado fi t . d.$ud9t ........................i::i:>.':>:> Q :.:::.::::::::::...:.:..:...:::::::::.::.::::.::..................e...................................... »;:<:::>::>::>::>:,<;::<.;«;;::::;:<:>;<:; P., x . ndt care. urt3 a {am............ g .::.::::::::::::::::::.:..::::::.:::.Y ::.::::3!..:......................................................................................................... . . : : . . . : : . , . 1cto<,Qs Of .:::>:.>.:::>::>::::»::::>::i:.; >:`RCfi7at............Adc .P........:::::::::....................................................... :..::.::.:::.::..:......:..................P...................?P............:::::::::::.::::::::.:::.:. "esGr`:.;:titi z<`'!393/tIE}<':<'[999lDi<:99..}=''> 1f l 719 S ....................1... 141.. Community Services 6,533,078 6,967,342 7,909,284 8,580,811 8,580,771 8,580,771 Public Works 4,898,687 4,983,291 6,234,644 8,069,620 8,116,285 8,116,285 Development Services 2,798,302 3,303,715 4,004,284 3,927,832 3,940,216 3,940,216 Policy & Administration 2,385,211 2,493,670 3,056,439 3,388,359 3,384,680 3,384,680 General Government 350.940 425,439 337,213 287,618 287,618 287,618 Total Operating Budget 16,966,218 18,173,457 21,541,864 24,254,240 24,309,570 24,309,570 Debt Service 6,567,623 2,171,542 6,726,841 4,108,620 4,108,620 4,108,620 Capital Projects 4,981.286 8,511,940 22,579,250 20,008,760 20,008,760 20,008,760 Transfers 0 0 4,000,000 0 0 0 Contingency/Reserves 0 0 1,750,000 1,750,000 1,750,000. 1,750,000 Total Expenditures - by Program . 28,515,127 28,856,939 56,597,955 50,121,620 50,176,950 50,176,950 EXPENDITURE SUMMARY : BY PROGRAM 1999100 ADOPTED BUDGET Contingency 3.49% Community Service Capital Projects 17.10% 39.83% I.> I'< 1 i i...................is..... i ` `ti>;;g:`.:::i,:tx>?zs' iiiiii::;ir<:i:::;:;::;:;;::;•:• Public Works Debt Service r::%: 8.19/0 •v . Policy & Administration Development Services • Gen. Government 6.75% 7.85% 0.57% • • • 60 i3' 9 f .(3: D d' ra' . . i<iz i>ii<i«'>>ii<>«>i>»'>>#»<'.>?'.?>• '•»>«<< >»«<«<z<«<z<>< « »»<<<»>«<>i> <«<«'. > « >`<><>>< .9.p...........-0. e. U 9 : XXX 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 25,000,000 20,000,000 , I , - - 15,000,000 •r: 10, 000, 000 J • 5,000,000 J 0 1 2 3 4 5 6 7 Fiscal Year 0 Community Services 0 Public Works 0 Development Services • 0 Policy & Admin MGeneral Gov't Fiscal Community Public Development Policy 8. General • Year Total Services Works. Services Admin Gov't Actual 93/94 12,327,836 5,068,119 3,058,268 2,073,986. 1,755.449• 372,014 • Actual • 94/95 14,375,626 5,651,145 .4,080,487 2,241,025 2,014,015 388,954 +i Actual 95/96 16,966,218 6,533,078 4,898,687 2,798,302 2,385,211 350,940 Actual 96/97 16,96 , 6,218 6,533,078 4,898,687 2,798,302 2,385,211 .350,940 Actual 97/98 18,173,457 6,967,342 41983,291 3,303,715 -2,493,670 425,439. . Adopted 98/99 21541,864 7,909,284. 6,234,644 4,004,284 3,056,439. 337,213 . Adopted 99/00 24,309,570 8,580,771 8,116,285 3,940,216 3,384.680 287,618 61 i s t . t...: ; ::i::::::i::::i :>:.:::is::::y:::: is i :'ii iii:: J9.9.:..91.0 Ad o. ed.~QECf ef R :Git'.<' fE . :<::<:»::>:::: ::<:>:::::>:::>:1:::»:: < T:::::o€' : > ::::...........:i::» A Wl::?:?: t€z M. f tef€.......: ? D ...et€......P~ es# Ac tai ........:::.:.::::.:.:.....:...:......::.....p.:.:.:..:... ~ou L?esC> t tP»:>::::<<;:;:<a><>:>:'>:>: 9::<:?:>::>: 9t....... WPO Personal Services Positions 205.61 226.16 242.51 252.20 252.20 252.20 Wages 7,692,796 8,657,654 10,052,286 10,837,401 10,876,243 10,876,243 Overtime 186,324 257,640 339,486 285,080 302,23 302,235 Worker's Compensation 100,982 190,535 163,687 154,196 155,796 155,796 Payroll Taxes 669,990 753,387 896,444 938,533 941,723 941,723 Retirement 972,086 851,390 1,087,884 1,037,245 1,038,954 1,038,954 Group Insurance 711,521 745,801 939,596 1,120,664 1,120,717 1,120,717, Total Personal Services 10,333,699 11,456,407 13,479,383 14,373,120 14,435,668 14,435,668 Materials & Services Water Costs 2,162,943 2,094,245 2,264,040 3,275,100 3,275,100 3,275,100 Prof. & Contract Services 1,541,928 1,749,946 1,812,508 1,953,891 1,933,851 1,933,851 Repair & Maintenance 572,374 514,109 779,827 867,098 867,098 867,098 Special Dept. Expense 166,268 200,823 215,507 242,724 242,724 .242,724 Office Supplies 260,591 247,414 284,776 317,929 319,429 319,429 Advertising & Publicity 82,553 74,078 84,845 137,520 139,065 139,065 Fees/Dues/Subscriptions 77,080 67,568 89,698 90,738 94,653 94,653 Travel & Training 109,156 132,057 225,225 249,971 260,601 260,601 Fuel Expenses 94,555 85,185 102,095 124,939 111,755 111,755- - Computer Software 23,847 42,435 139,900 151,400 159,815 159,815 Rents & Leases 20,829 29,943 130,111 123,479 71,914 71,914 Utilities 460,954 497,672 576,742 582,202 625,752 626,752 Insurance 171,726 182,326 228,096 225,340 232,355 232,355 Library Materials 211,891 200,247 193,721 205,000 205,000 205,000 Total Materials & Services 5,956,695 6,118,048 7,127,090 8,547,331 8,540,112 8,540,1 12 Capital Outlay Land & Improvements 0 46,826 82,000 36,500 36,500 36,500, Building & Improvements 4,107 5,576 3,800 125,900 125,900 125,900 Vehicles 172,635 150,075 241,000 590,100 570,100 570,10,0 Office Furniture & Equipment 58,333 56,350 100,207 111,495 105,945 106,945 Computer Equipment 166,609 186,825 183,237 107,935 127,935 127,935 Operation Equipment 274,140 153,350 325,147 361,860 366,410 366,410 Total Capital Outlay 675,824 599,002 935,391 1,333,790 1,333,790 1,333,790 Total Operating Budget 16,966,218 18,173,457 21,541,864 24,254,240 24.309,570 24.309,570 I~I 62 . i i i • • 1 City Oi Tigard, Oregon Community Service Program Police Library Arts and Social Services Parks City of Tigard, Oregon i • • • • • • • i i • • i • City of Tigard, Oregon 1 I E: 9 to c »::::»:::::::><::::>::<::::::«<:: >:»::><::::><:::: <::......>:>:<;:>::>::>:::Ci'"::`af ai i . .e ran . '"'`ervcies`Pir. axe: <``'<=>'<>«`<>>'>><``«``: ffl..C. tort Community Services i ~ Arts Events/ Parks Police Library Social Services Maintenance yak::::»:::<::::>~4da aed:»> F*ro° QVd>>:.... p....... PPS::::.:::::::::::::::::::: ««<>)ec.r tlofti:::<:<><::<::>::>::>:::>:::>:::<:><1096: 7:Um 1:9.9St99:;<:> MIN . 99100 # Positions 93.61 98.91 105.01 111.20 111.20 111.20 Personal Services 5,018,171 5,436,535 6,161,788 6,635,026 6.635,026 6,635,026 Materials & Services 1,240,419 1,229,309 1,335,445 1,519,560 1,519,520 1,519,520 Capital Outlay 274,488 301,498 412,051 426,225 426,225 426.225 Total Comm. Service - by Category 6,533,078 6,967,342 7,909.284 8,580,811 8,580,771 8.580,771 • Police 4,738,439 5,133,599 5,662,599 5,981,834 5,981,834 5,981,834 Library 1,290,270 1,322,451 1,492,605 1,686,466 1,686,466 1,686, 466 Arts Events/Social Services 82,500 83,750 96,193 108,000 107,960 107,960 Parks Maintenance 421,869 427,542 657,887 804,511 804,511 804.511 Total Comm. Service - by Department 6,533,078 6,967,342 7,909,284 8,580,811 8,580,771 8,580,771 63 i i • - M i i i i i ard, dregon cm. of l ~g . M.......................................................... . ....t.. . t : I Police i Administration Operations Investigation Nf, " ' o` lased r. ec1....... do `sct< tea l A .:..:::.::::.:::::.::::.:::....:.......:..:::::.:..::........::::..:..:.P...................................:::::.:.:::::..::.::::.:................::.::~:.:.::::::. S.c »:er::r. ti >::;::::<::>::><::;>::>::::>1:G1 ;«<::>:9fi798::>':::::i::>:89: T9 ;.::4gg9lU .1 f€#0..........99Ift. # Positions 63.50 67.25 69.00 72.00 72.00 72.00 Personal Services 3,787,976 4,117,721 4,518,695 4,760,725 4,760,725 4,760,725 Materials & Services 765,312 775,679 844,383 934,494 934,494 934,494 Capital Outlay 185,151 240,199 299,521 286,615 286,615 286,615 Total Police - by Category 4,738,439 5,133,599 5,662,599 5,981,834 5,981,834 5,981,834 Administration 213,580 243,544 236,666 268,959 268,959 268,959 Operations 3,007,909 3,333,060 3,771,197 3,428,914 3,428,914 3,428,914 Investigation 1,516,950 1,556,995 1,654,737 2,283,960 2,283,960 2,283,960 Total Police - by Department 4,738,439. 5,133,599 5,662:599 5,981,834 5,981,834 57981,834 64 . 1 39th..... . 4# . . ><i< ......><:>`::?:<><»s »»:<::<::I.... Program Summary: 1999/00 Goals and Obiectives: The Chief of Police reports to the City. Manager and is responsible for the overall operation and 1. Fully implement Traffic Enforcement Unit. administration of the Police Department. The Chief - directly supervises the Public Information/Crime 2-Formulate strategic plan for the-Department. . Prevention Officer, a Confidential Executive Assistant and two police captains. 3. Complete remodeling of existing Department. One captain supervises the Investi 9ations and • • 4. Complete Visioning Business Survey and implement, Records Units and the Department Training Officer. needed programming. This captain also serves as the, Department , Inspections Officer. 5. Work closely with Community Development regarding • Housing Code. The other captain supervises the Operations (Patrol) Divison, the computer specialist.arid the Department's • computers. Program Highlights: - This budget allows us to maintain ou'r,existing programs The Crime Prevention/Public Information Officer is and add 2 new personnel: a police patrol, position and a responsible for all public education and programs, and coordinates the Citizens Police Academy. records clerk position. Both positions will provide direct service to the public. This budget also allows us to continue our neighborhood patrols and community The executive assistant provides confidential clerical education programs and provides for some increases in support for the Chief, the two captains, the Crime, outreach and rejuvenating our Neighborhood Watch • Prevention/Public,lnformation Officer, and other Program. Department members. She is also the alarm coordinator and maintains the Department's in, addition, this'budget will allow us to provide support for confidential files. several. volunteers that have joined the Department to assist the Crime Prevention Officer in reviewing all the • 1998/99 Accomplishments: Neighborhood Watches, adding more neighborhoods, and . providing general assistance to him in responding to (1) Filled training position - training program citizen needs. Several other volunteers assist the • activated.' Community Service Officer in moving the radar'trailer to different locations each week. (2) Added volunteer to oversee Neighborhood Watch • and to, assist with Peer Court and crime prevention This budget also allows us to continue our Juvenile Peer programming. Court, which was established' in'1996/97: This program, has become very popular and successful program for first- • (3) Established annual Department meetings and held time juvenile offenders. We'are also looking into providing first-meeting. a summer component of the G.R.E.A.T. and D.A.R.E. Programs. We will be further evaluating and gathering. • (4) Strategic plan research completed. information and statistics on the different visioning issues that are the Police Department's responsibility. (5) Traffic Sergeant promoted and will organize the traffic team. • (6) Peer Court has expanded to include a larger variety • of offenses. (7) Another group of 20 citizens graduated from the Citizens Police Academy. • 65 AV. P : Adonis : "?<><«<'€> ' >>>`>»>:!:<?< ><'>"``'<<?>€<?`` €3`d'et~-` :.<1 ~:0 Performance Measurements 1996/97 1997/98 1998/1999 1999/00 Part I & II Reported Crimes 5,358 4,989 5.188 5,400 Population 40,180 37,068 40.615 42,000 Calls for service/assistance 36,340 36,680 36.684 38,000 Note: This does not include citations, warnings, 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). Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Chief,of Police 1.00 1.00 1.00 1.00 Confidential Executive Assistant 1.00 1.00 1.00 1.00 Crime Prevention /Public Information Officer 1.00 1.00 1.00 1.00 Total Positions 3.00 3.00 3.00 3.00 Service Level Standards Description Part I & II Crime Increase Total Calls for Service Increase Reported Accidents Increase 66 1:z3f3/iQS:Adoa Bud P.: ....................Ct • ::;:::::z:t:::: is : ii.... i? ?:2::'<:<' • 0 ~t~ct I.~{i.................. <1k 9fIItf>>' Personal Services Positions 3.00 3.00 3.00 3.00 3.00 .3.00 • Wages 137,164 146,052 144,339 158,029 158,029 158,029. . Overtime 2,850 8,755 5,000 9,000 9,000 9,000 Worker's Compensation 2,523 4,637 3,315 3,297 3,297•' 3,297', Payroll Taxes 11,407 12,293 12,089. 13,420 13,'420 13,420 Retirement 20,677 1.5,929 17,921 16,653 16.653:. 16,653,. • Group Insurance 11,210 12,623 17,112, 18,550 18,550 18,550 Total Personal Services 185,831 200,289 199,776 218;949 218.949 . 218.949 • Materials & Services Water.Costs 0 0 0 0 0 0 Prof. & Contract Services 0 664 11,500 26,000. 26,000. 26,000 Repair Maintenance 2,321 847 4,500 1,000 1,000. 1;000 Special.Dept. Expense 12,646" 4,453 3,000 4,000 4,000 4.000 Office Supplies 4,321 3,574. 5,000 3,000 3,000 3,000 . Advertising & Publicity 122 0 0 0 0 0 Fees/Dues/Subscriptions 835 858 1,060 730 730 730 Travel & Training 4,020 5,796 6,700" 7,200 7.200 7,200 Fuel Expenses 2,521 2,051 2,000 3,500 .3.500 3,500 Computer Software 0 0 .0 0 0. 0 Rents & Leases 0 0 1,500 1,500 1,500 1,500. Utilities .518 266 580 580 580 580 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total -Materials & Services 27,304 18,509 35„840 47,510 47:510 47,510 Capital Outlay • Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 21,490 '0 0 0 0 Office Furniture & Equipment 445 2,947 0- 0 0 0 Computer Equipment 0 309 0 0 0 0• Operation Equipment 0 0 1,050: 2,500 2,500. 2,500 Total Capital Outlay 445 24,746 1,050 2,500 21500 2,500 - • Total Budget,Unit 213,580 243,544, 236,666 268,959: 253,959. 268,959 - • 67 . 9 9:t3D».. d`o' ed>B:d: .t >'<i<>' <`:«=s` > .«:?<`.'.<'. < < € <<> . <>< <>[< t P _ . < 'a o'`'»;< s < » K... :.::.......::.::.:......::::;;:::.;>;>:_;;:.::.;:.;:.::.:::.................Y............. ;Pt . Program Summary: 1999/00 Goals and Objectives: The Operations Division consists of 3 shifts operating 24 Maintain under 5 minutes emergency call response time and establish hours a day. This Division is the first responder to calls for patrol case clearance statistics. service and emergencies. In addition, the Division is responsible for investigating misdemeanor and class C felony Continue with implementation of Problem Solving/Community Policing. crimes. Each shift is managed by a lieutenant who is assisted by 2 sergeants. The day shift has a third sergeant assigned to Target crime and traffic specific problems in the community and deploy identify, address, and coordinate response to traffic problems resources to solve the targeted problems while taking into consideration and accidents. This sergeant is in charge of the motorcycle all community resources. officers and afternoon shift traffic car. The lieutenants report to the Operations Captain, who is responsible for the overall Target and suppress gang activity/crime through enforcement, operations of the Division and reocrts to the Chief of Police. education, and community involvement. Last year was a year of stabilization and training. The hiring of Continue making requests from crime/utility watch groups a high 21 people during the previous year caused the trained officers priority. to shoulder more of the work load while conducting training for the new hires. The calls for service increased significantly Refer juvenile offenders to the Tigard Peer Court. during the past year, eliminating the reduction of last year and surpassing the 1996/97 level. The response time to emergency calls increased by approximately 45 seconds. The number of accidents to which we responded increased from 884 to 947. Traffic related complaints and calls also increased. Program Highlights: . 1994 1995 1996 1997 1998 This proposal includes positions provided for in the 5 year financial Emergency Call plan. Response Time 6.94 5 83 4.52 2.72 3.60 (in minutes) The proposal includes sustainment training for Emergency Vehicle Operations which will help reduce the City's liability resulting from 1998/99 Accom emergency response driving. plishments: (1) Implemented problem solving/community policing by Also included is the cost of replacing.two K-9's. The dogs will oe identifying crime and traffic specific problems, forming purchased from a police K-9 breeder/trainer, which will reduce training partnerships, and utilizing all community resources available time for the officer and reduce the risk of loss if the dog has medical or to solve them. training problems that effect performance. Funds were budgeted for replacement of one of these dogs last year, but due to lack of language (2) Suppressed gang activity/crime through enforcement, to protect the City from FLSA claims, the dog was not purchased. Two education, and community involvement. dogs need to be purchased this year to reinstitute the K-9 program. (3) Deployed limited resources to address crime and traffic specific problems. Worked with other divisions, departments. and the community to reduce crime and improve the livability of Tigard. (4) Maintained high visibility and continued to be responsive to community needs and concerns. Requests from crime/utility watch groups received high priority. • (5) Juvenile offenders were held more accountable for their • actions through referral to the Tigard Peer Court. • • • 68 :.::p >:z :::::::i :IV »g£I. 1 . a.. Ulfi . EIa I 5:::::: <::«<= <:>::<:>::::> Performance Measurements 1996/97 , 1997/98 1998/99. 1999/00 Part I & Part II Offenses 5,358 4,989 5,188 5,400 Calls for Service/and activities* 40,180 37,068 40,615 , 42,000 Population Served 36,340 36,680 36,684 38,000 Calls per Officer 1,005 877 . 864 9771 NOTE: This does not include citations, warning, and a FCR cards. The calls for service data is from the CAD (Computer Aided Dispatch System). Calls p"er,Officer , includes Lt's, Sgt's and CSO in calculation. • Full Time Equivalent Positions i 1996/97 '1997/98 1998/99 1999/00 Captain 1.00 1.00 1.00 1.00 Lieutenant 3.00 3.00 3.00 3.00 • Sergeant 6.00 6.00 4.00 7.00 Police Officers 29.00 31.25 38.00 31.00 . Community Service Officers 2.00 2.00 2:00 2.00 r Computer Specialist 1.00 1.00 1.00 0.00 . Total Positions 42.00 '44.25 49.00 44.00 Service Level Standards Response .Times: Emergency Calls for Service 5 minutes Calls per Officer (goal) 1,000 • Accident Rate 5% increase , 69 -,d 8 .9991f30Ado..f......:... e :::::::::{:~::I::.::::.:::.:::::::::..::::::....:::............................................................................................................. s:.:; :::::::::::::::::::i::i:':::::: :5:: z::?t::. i::<;: .tart...: E Deed €<< csred.> <<<tt A€:>:>::»:[:> Atl ' tef 9::>'::>::':>1:9ltyQ:::<:«::<:1999ifttk:<>:;><:>1: fb:><`:: sc rvn ::::::::>....:::1:. > _ >1 999. pe r X619 . Personal Services Positions 42.00 44.25 49.00 44.00 44.00 44.00 Wages 1,899,208 2,146, 572 2,340,983 2,134, 334 2,134, 334 2,134, 334 Overtime 94,579 149,033 206,900 176,400 176,400 176,400 Worker's Compensation 42,023 91,874 70,687 56,996 56,996 56,996 Payroll Taxes 170,874 194,311 220,281 195,073 195,073 195,073 Retirement 285,072 211,758 257,699 183,170 183,170 183,170 Group Insurance 150,910 152,809 184,320 199,952 199,952 199,952 Total Personal Services 2,642,666 2,946,357 3,280,870 2,945,924 2.94415,924 2,945,924 Materials & Services Water Costs 0 0 0 0 0 -0 Prof."& Contract Services 20,518 49,133 31,720 32,700 32.700 32,700 Repair & Maintenance 88,974 53,155 83,830 76,310 76,310 76,310 Special Dept. Expense 69,306 80,104 74,418 75,985 75.985 75,985 Office Supplies 5,802 10,534 5,800 9,400 9,400 9,400 Advertising & Publicity 2,950 1,430 2,000 2,000 2,000 2,000 Fees/Dues/Subscriptions 681 300 2,130 2,080 2,080 2,080 Travel & Training 16,975 17,771 25,073 34,450 34,450 34,450 Fuel Expenses 38,976 37,040 42,000 42,500 42,500 42,500 Computer Software 319 0 0 0 0 0 Rents & Leases 0 54 0 0 0 0 Utilities 11,831 8,816 13,700 14,000 14,000 14,000 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 256,332 258,337 280,671. 289,425 289.425 289,425 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 60,534 82,256 136,000 130,500 130,500 130,500 Office Furniture & Equipment 287 1,428 6,000 6,000 61000 6,000 Computer Equipment 0 0 4,200 0 0 0 Operation Equipment 48,090 44,682 63,455 57,065 57,065 57,065 Total Capital Outlay 108,911 128,366 209,655 193,565 193.565 193,565 Total Budget Unit 3,007,909 3,333,060 3,771,196 3,428,914 3.428.914 3,428,914 70 :39f..3te~i:u. . P: XXX <~3fI Program-Summary: TRAINING: The training unit facilitated 8,233.5 hours of Support Services Division consists of the Records'Unit, training during calendar year 1998.. The training officer was Detectives Unit, and Training. A police captain serves very effective in keeping our training costs in check with the as the Support Services Commander: increase in number of. hours of training attended. Conducted Department wide.EVOC training as well as Defensive Tactics. The Detective Unit is responsible for investigating all serious (A and B felonies), and investigations of 1999/00 Goals and Obiective"s: narcotics and gang-related activity, as~well as DETECTIVE UNIT: • coordinating investigations with other jurisdictions Establish a unit to work with an emphasis on gang and drug • pertinent to the City of Tigard. School Resource' related criminal activity. Officers are responsible for gang intelligence, and criminal investigations'that arise within the Tigard School Focus on Person Crimes: Homicide, Assault, Rape, Robbery, District. The DARE & GREAT programs are aimed at and Child Abuse. (ongoing) helping young people resist substance abuse and 'gang • activity. This coordinates PEER Court. Prioritize investigations in crimes directed towards the elderly. (ongoing) The Records Unit maintains Department records and is • responsible for processing all records requests from Maintain high levels of clearance rates of crimes and recovered department personnel, outside agencies, other property. (ongoing) jurisdictions, and the public. RECORDS UNIT: Training Officer is responsible for all training in the Police Update and maintain standard operating procedures manual - Department. The training unit coordinates training from forthe Records Section. (ongoing) , outside sources as well as provides in-service training ' for Police personnel. Get PPDS networked throughout the Department 1998/99 Accomplishments: Maintain the PPDS updates to all Records Personnel. • DETECTIVES 1. Successfully investigated and cleared by arrest a 5 Adopt the State records retention schedule and comply with the . year old homicide as well as a homicide that occurred rules. (ongoing) this year, plus cleared numerous robberies, and several rape.cases. LEDS update training for Records Personnel. • 2. Facilitated the clean-up.of a local apartment complex` that was a source of significant drug and distrubance Receive additional computer training in Microsoft Word, Excel, problems. and other software programs. • 3. Developed intelligence on. gang related crime and activity. TRAINING: 4. Maintained high levels of clearance rates of serious Establish a structured in-service mandatory training. program. crimes and.recovery of property while dealing with an • ever increasing workload and limited resources. Draft bi-weelky briefing training Bulletins. 5. Coordinated efforts with'surrounding jurisdictions for overall crime control efforts in our community. Conduct Career Development Training to prepare Department 6. Continued the SRO program in the school which personnel for the'future. includes the DARE and GREAT programs. Also • continued the PEER Court program. Design specialized training for specific work groups: RECORDS UNIT: Conduct training needs assessment Department-wide to' 1. Records SOP manual is in place and an on-going reduce liability and improve officer safety. process. 2. LEDS update training for all clerks has been Program Highlights: • accomplished: The establishment of a unit to enforce the laws related to 3. PPDS update for all clerks has been accomplished. criminal activity connected with gangs and drugs. Also, will 4. Report,data entry is being completed within 4-5 days. allow us to investigate computer based crimes as well as crime : • 5. Completed records informatics books for where-computers are used to track the criminal activity or.store workstations. evidence. 71 ::::::'::::::::::::::::::::i ::::i: is%~'....' sss;aoao te;::uef ...t . ~ I ce. Su o Se > <::>:::>::»:.:<::::::>:::: <B:u.d9 > U.rt AR::::..:::::: Performance Measurements 1996/97 1997/98 1998/99 1999/00 Part I & Part II Reported Crimes 5,358 4,989 5.188 5.400 Cases Assigned Investigation 707 213 421 425 Cases Per Investigator 141 85 53 80 Clearance Rate 61 70 59 60 Full Time Equivalent Positions 1996/97 1997198 1998/99 1999/00 Captain 1.00 1.00 1.00 1.00 Lieutenant 1.00 1.00 1.00 1.00 Sergeant 0.00 1.00 1.00 1.00 Records Supervisor 1.00 1.00 1.00 1.00 Records Clerk 4.50 5.00 5.00 6.00 Property/Evidence Clerk 1.00 1.00 1.00 1.00 Computer Specialist 1.00 1.00 0.00 1 ..00 Detective Secretary 1.00 1.00 1.00 1.00 Police Officers 8.00 7:00 3.00 10.00 • Youth Services Officer 0.00 1.00 2.00 1.00 Training Officer 0.00 0.00 1.00 1.00 • Total Positions 18.50 20.00 17.00 25.00 . Service Level Standards . Report processing time - 2 work days • Clearance rate - No decrease in number of cases cleared (Goal) Assigned cases per investigator - Maintain 100/Ofc. r . 72 , . i ::.....:::::....:..:.::..P:................ <`''3} . .gip «rQVed«<< </~ct '><R ...:..:....::....::.:::.:::..:::..:..:..:.:...:..................................:.....................................................;::::::..:::::.>:.:::::::::.::::R >:998199:::>::»:<89TEfa.......... 9#1311:::>::<:::.... I€...±3 U "C . .fP tiorl................1:99>s $8.:::.::........................::..........:..............:.......:...: Personal Services Positions 18.50 20.00 17.00 25.00 25.00 25.00 • Wages 704,856 723,816 750;256 1,190,382 1,190,382 1;190,382 i Overtime 26,314 36,282 50,729 60,749 60,749 60,749 Worker's Compensation ' 10,248 19485 14,712 24,010 24,010 24,010 Payroll Taxes 62,262 63,641. 68,960 106;910 106,910 106,910 Retirement 95,840 - 71,030 83,597' 97,3.39 97,339. 97,339 Group Insurance 59,959 56,821 69,794 116,461, 116,461 116,461, Total Personal Services 959,479 971,075 1,038,048 1,595,851 1,595,851 1,595,851 • Materials & Services WaterrCosfs 0 0 0 0 .0 0 • Prof. & Contract Services 400,093 405,976 382,211 445,224 445,224 445,224 Repair & Maintenance 4;921. . 5,217 17,370 17,950 17,950 17,950 Special Dept. Expense 11-,768 19,924 41,311 41,750 41,750 41750. Office Supplies 27,302 32,453 32,890 32,910 32,910 32,910 Advertising & Publicity 1,744 2,784 2,500 2,500' 2,500, 2,500 • Fees/Dues/Subscriptions 594 831 520 1,140 1,140 1,140 Travel & Training 10,021 12,656 10,125 14,879 14,879 14,879 - • Fuel Expenses 7,276 5,323 7,500. 7,500 7,500 ,7,500 Computer Software 382 407 3,500 0 0 0 Rents & Leases 15,661 11,409 25,310 29,0,70 29,070 29,070 Utilities 1,914 1,853 4,636 41636- 4,636 4,636 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 • Total Materials & Services 481,676 498,833 527,873 597,559 597,559- 597,559 Capital Outlay Land & Improvements 0 0 0 01 0' 0 Building & Improvements 0 0 0 0 0, 0 • .Vehicles 52,555 17,750 10 55,000 55,000 55,000, Office Furniture &.Equipment 2,953 15,945 32,434 0 0 0 Computer Equipment 11,270 37,443 32.300 0 0 0 Operation Equipment 9,017 15,949 24,082 35,550 35,550 35,550 • Total Capital Outlay -75,795 87,087 88,816 90,,550.'. 901550 90,550 Total Budget Unit 1,516,950 1,556,995 1,654,737 2,283,960 27283,960 2,283,960 . 73 . 199 t#' >8ud a :>:`:::<:;::::::<_:':_;:<::::?:<:::::>:>: : ria ed. . . :.....:....::.9 : . <`iii:!;>>>`:>«<>>'>:><`><. ><><;: =>::><>::»::::::>:.>::::::>::<:>::::::>::::::::>:::.>:>:::>::>::::>:::>t ff<'~ a . .CkKe...tt N...............:...........:: :X X. Co. rru .Sera. e.Fro .arn><<>:<:><<`'': _<<> <::<:::>::>::>::>::.:>::> >I i ra':::: « < < ' `f i<' i` ' ' < < ` < : Library Readers Technical Administration Services Services Circulation Uai<ii>><<Adat>:::ased Ad 3<ii>A" roited.....o> a A d M Rp..:Wp...:::..:: Pae k:9.37f:'98»»:<:>?:>tg9'S19:>>>:1!391t20`<: 19g0£>:<:`'>'>><t99900:_ # Positions 24.11 25.16 27.51 29.70 29.70 29.70 Personal Services 952,360 1,012,450 12178,137 1,354.485 1,354,485 1,354,485 Materials & Services 278,242 277,913 278,615 315,086 315.086 315,086 Capital Outlay 59,668 32,088 35,853 16,895 16,895 16,895 Total Library - by Category 1,290.270 1,322,451 1,492,605 1,686,466 1,686,466 1,686.466 Administration 236,979 200,147 192,718 206,824 206,824 206,824 Readers Services 554,651 568,125 652,205 719,348 719,348 719,348 Technical Services 153,760 189,303 270,900 311,024 311,024 311.024 • Circulation 344,880 364,876 376,782 449,270 449.270 449.270 Total Library - by Department 1,290,270 1,322,451 1,492,605 1,686,466 1,686,466 1,686.466 74 :Bud et::>:::;>:>:<:::>:>«:«:> . % r ;.;::.;::::::.:;:.:<.:.:.;:.;:.;:::.;;:::.:«::::.;::::.;;:.;:;.;:.;:.;:.:::::.:<.:.;;:.;:;.;:;.;:.;:.;:.:;.;:.;::. . . . ><>'@ucf Litir~ ::•::Adriiirttici>>:><<<>»:>':><<>`<s<<»`<><>><>':>'»<>?»><;>>>~»~>>1~»>><>~ Program Summary: 1999/00 Goals and Obiectives: The Tigard Public Library acquires, organizes, and Identify short-term-space needs for a library facility, • provides customer assistance in accessing that-will enlarge and,improve areas for staff, • materials, data. and services to meet the collections ands eating, offer space for public informational, educational, and recreational needs meetings and library programs.and generally make' of the community: The Library Director reports to the Library a place that Tigard residents want to visit. • the City Manager and is responsible for the overall operation of the Library. The' Library Director Work with the newly created Library Foundation to. directly supervises the Senior Administrative, develop a fundraising plan with an expansion or new • Specialist, Division Managers, Volunteer library as a goal. - • Coordinator, and Technical Services Specialist. Coordinate'activities and meetings of the Long' . 1998/99 Accomplishments: Range Planning Committee followed by the Installed new Polaris online library system in publishing of a final report to be distributed to citizens. cooperation with WCCLS. Library staff received training and offered assistance to patrons in the use of the new system. The Library catalog and magazine indexes are now available through the Program Highlights: 0 Internet complete with colorful graphics. The Library will continue to act as a leader in the . 0 community by providing access to information via - - 4 Opened the Homework Center three afternoons new technologies as well,as traditional print per week to assist middle and-high school age resources. students. Children and teens alike receive assistance from nearly twenty volunteer tutors. Librarians and other library staff will pursue training in the delivery of information via the Internet, CD Rom Conducted.a complete inventory of over 115,000 ' and online services. Rolling out anew online catalog items in the Library's collection in preparation for will make library materials, accessible through the the move from Dynix.to Polaris onlin . e.system. Internet/Web for the first time. Cooperative purchasing of books, and other library materials and Started the process of establishing a Library outsourcing of processing and cataloging will be • Foundation to assist in the ongoing fundraising considered where appropriate. Cost effective efforts that will benefit future library programs, measures will be explored in all areas of service. , services and facilities. . The Library staff is committed to maximizing the . Sponsored the 4th Annual Adult Reading Program existing facility while continuing to pursue'a solution to . with 255 adults participating in the six-week the ever growing demand for increased, space. Plans program celebrating reading, books and their for immediate needs for additional space, that will • authors. Over 30 local businesses, civic serve the residents of Tigard over the next 5 years organizations and individuals contributed $2,500 will receive the highest priority., worth of prizes. Researched and implemented two cost-saving acquisition measures: • Baker & Taylor TitleSource II offers ordering and cataloging information and . Brodart Collection Development Services assists with selection. Both services are managed and evaluated by professional librarians. . 75 1931Qa''::>:.Pc€t~ ted8ud et ph tz a dmtntS TcFtfO ? : ' z r► . Bud et Untt Al Performance Measurements 1996/97 1997/98 1998/99 1999/00 Population served 46,000 48,977 50,450 51,960 Registered library users 39,000 37,052 39,850 42,600 % of population registered 85.0% 76.0% 79.0% 82.0% Annual visits 192,000 257,553 212,200 270,900 Volunteer hours 11,650 12,021 12,380 12,750 Value of volunteer hours 99,025 121,412 128,514 138;975 " Every three years the database is purged of inactive cards. ' Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Director of Library Services 1.00 1.00 1.00 1.00 Library Volunteer Coordinator 0.25 0.25 0.38 0.50 Senior Administrative Specialist 1.00 1.00 1.00 1.00 MicroComputer Support Technician 1.00 0.00 0.00 0.00 Total Positions 3.25 2.25 2.38 2.50 Service Level Standards Library customers will be satisfied with the level of personal service received 95 percent of the time. Library customers will be satisfied with their overall experience in the library 90 percent of the time. Library customers will find specific information or materials they need 85 percent of the time. . Library will maintain OLA standards for open hours of 65 hours per week. • 76 991OQ`::ido ted::6>cl' et:<:>>:><:::>s?: <«<><>«<<<><`«>»<<<>>':»'»»<'>«<<<>?':«>>:>?;<'<><>»'?<'<>»»'><<»>« J. J f? ........::.......5..::.:::.:::.:::..:.::::.:::.....::::::::::.:::.:.::::.:::.:::::::.:::::::::::::.::.:.::.:.:.:::::::.:. r:...................................................::....::::::.:::::.:..:::::::..:::::.::._:.:................... t t4.. . r0t '<`Ad Ikdg tedrv . P:::.....::::.::::.:.:...:........................................::::: 999 ff... :.>.;:.::.:.:<;.>:.;;:X99....~ Personal Services Positions 3.25 2.25 2.38 2.500 2.50: 2.50 • Wages 138,388 107;254 118,673 " 122,533 122,533 122,533 • Overtime 0 & 0 0 0 0 • Worker's Compensation 393 642 277 250 250 250 Payroll Taxes 11,951 9,179 10,286 10,376 10,376, :10,376 Retirement 16,061 7,164.: 13,230 12,950 12,950 12.950 • Group Insurance 11,152. 5,937 5,464 -9;205 9,205 9,205 Total Personal Services 177,945 130,176 147,930 1551314 155,314 1551-314, • Materials & Services Water Costs 0 0 0 0 0- 0 • 'Prof. & Contract Services 207 2,194 0 540 540 540 Repair Maintenance. 5,519 6,019 ; 8,495 8,905 8,905 8,905 Special Dept. Expense 1,431 7,910, 1,910 2,270 2,270 ,2.270 • Office. Supplies 18,594 19,734 24,753 26,900 26,900 26;900 Advertising & Publicity 3033,531 2,300 21800 .2,800 .2,800 Fees/Dues/Subscriptions 859 1,529 2,180. 2,405, 2,405. 2,405 • Travel & Training 1,415 1,300 1,625. 3,500 3;500 3,500 Fuel Expenses 0 0 0 0 - D: 0 Computer Software 545 740' 0 0 0 0 Rents & Leases 79 59 0 0 0 ' . 0 . Utilities 0 20 0 0 0 0. Insurance 0 0 0 40 40 40 Library Materials 0 23 0 0 0 0 • Total Materials, & Services 28,952 43,059 41,263. 47,360 47,360: 47;360 Capital Outlay Land Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0. 0 Vehicles 0 0 .0 0 0 0 • Office Furniture & Equipment 2,462 0 1,025 4,150 4,150 4,150 Computer Equipment 27,620 26,912 2,500 0 0 0 Operation. Equipment 0 0 0 0 0 .0 • Computer-Software 0 0 0 0 0 0 Total Capital Outlay 30,082 26,912 3,525 4,150 -4,150 4.15.0 Total Budget Unit 236,979" 200,147 192,718 206,824 206,824 206,824. 77 . . fie < >::::::::>:>:::::<><::::>:>><:«<<< <><:><> < 4 : Ada P nary Rearte s Servieces ..:..::....:.:::1..........:.................. @udget Ur~~ 1 Program Summary: 1999/00 Goals and Obiectives: Reader's Services is responsible for selecting all Increase availability of electronic reference through library materials, providing professional assistance Internet access; train librarians and the public in its use. in using the library collection; accessing additional resources through interlibrary loan and electronic Continue to promote the Homework Center and work to databases, all programming, and providing establish closer ties between Tigard Public Library and additional resources and information through CD the needs of school children in our area. Roms and Internet. Improve our Large Print, Described Video and Books-on- Tape collections to actively promote our resources for the senior citizens in our area. 1998/99 Accomplishments: Electronic resource availability has increased Provide instructional support to our library users in our dramatically both through county provided new on-line catalog. databases and outstanding sites on the Internet. A great deal of homework assignments are Continue to explore community interests in adult completed.through these resources. workshops and classes, and where possible, provide the service. Our Young Adult Librarian has effectively reached middle school youngsters who have become Focus on our Northwest collection by expanding it and strongly. involved with library activities through idea seeking grant money for its purchase. groups, reading and film clubs, etc. Program Highlights: From ideas generated by the above young, adults, Youth Services: Outreach to adolescents; Homework I one of the Youth Librarians received a grant to Center with tutors; continued support with library increase teen programming at the collections to low income housing. Library. A Homework Center was also started, and the local schools are cooperating to make it a Adult Services: Established close contact with Oregon • success. writers who are actively supporting our library; improved accessibility to our adult fiction collection by combining The Tigard community was surveyed for program paperback and hardback books; refocused adult fiction interests and subsequently we provided programs collection towards more current reading interests. in how to start a new business in cooperation with PCC, gardening classes and investment Reference Services: Provided enhancements to our workshops. patrons during the transition to our new on-line catalog; all • of the librarians who provide reference service are kept Reader's Services librarians used volunteers for well informed about new electronic technology to keep the help in teaching Internet classes, clerical work to Tigard Public Library among the best in Washington upgrade our Access directories. in weeding and County. • deleting outdated materials. Interlibrary Loan Services: When finding books in our own library became difficult because of our new on-line system, our interlibrary loan staff used library services • across the nation to meet our patrons' needs. • 78 90'. g.. :::..:::...............::.:::::.:..:........::::::::::::<:<::<...::::.:::.;::.:.;:.:Glt: QI..............:.:.:::::.:::...... 2f) . 9............................. Libtafy.;Re dersSru Performance Measurements • 1996/97.: , .1997/98 1998/99' 1999100. Population served 47,000. 48,977 50,450 51,960 0 Reference questions 43,680 44,824, 45,000 47,000 • Interlibrary loans N/A,, 52,239 52,500 53,000 Storytime programs/people 255/10,146 261/10,114 , 260/10,000 300/12,000 • Participants in Summer Reading 1,449 1,427 1,500, 2,000. • Children 1,202 1,200. 1,200 1,600 0 'Young.Adults. 247 227 300 400 Other children's events/people 31/2,600 50/4,788 52/5,000 54/5,500, 0 YA events/people N/A ; 20/218. 60/620- 60/620 Adult events/people 91/840 124/1,283 50/800 50/900 • Computer classes 110/600 107/385 90/340 100/400 Internet use 254 6,490 18,000 201-000 Outreach to schools/childcare 5,580 6,972 7;000 7,100. • Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Division Manager 1.00 1.00 1.00 1.00 Librarians 2.30 3.80 3.55 •3.60 . Senior Library Assistants 2.00 2.00 2.00 2.50 Library Services Specialist 1.00 1.00 2.00 2.00 Library Assistants 1.25 0.50 1.00 0.50 Total Positions 7.55 8.30, 9.55 9.60 . Service Level Standards Customers will receive accurate, effective and personable reference service within five minutes.of approaching the Reference Desk. Two Reference Librarians,will be assigned to the Reference Desk during all afternoon hours and on weekends. All Reader's Services staff are able to assist customers in the basic use of library materials in all formats including the Internet, Online resources, and CD Rom products. The collection, development and materials, selection practices will reflect the community's interests and, meet • the Library's goal of increasing circulation by five percent per year. Al 79 r ~r . `~~....(.::.ACQ . Reader ?:<><<<`>>'' ><<«'<>>< « <<':':[>> s :Serer... s. Bud eIliit;`. €<7 42£3 ctua` > AI `i o;:.:`tes > se :..:.a rove. d.o ted... :.:.:..............................:...:....:....:..:.........:...............:.........:..:::::.:.:::::..::::::::::.........................P...............:..:....P:.. .;::.:::.:P es, C* ti p 39SL3T:;;9.9 01:9 >:1 19..91 Q...:.:..: €.99. Personal Services Positions 7.55 8.30 9.55 9.60 9.60 9.60 Wages 246,200 279,340 343,395 375,983 375,983 375,983 Overtime 691 .209 0 0 0 0 Worker's Compensation 582 1,044 800 767 767 767 Payroll Taxes 21,265 24,016 29,765 31,837 31,837 31,837 Retirement 28,225 24,432 34,637 34,852 34,852 34,852 Group Insurance 19,604 20,803 27,235 32,239 327239 32.,239 Total Personal Services 316,567 349,844 435,832 475,678 475,678. 475,678 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 2,354 2,787 2,900 5,150 5,150 5,150 Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 6,471 6,335 6,510 8,600 8,600 8,600 Office Supplies 3,077 1,261 800 1,000 11000 1,000 Advertising & Publicity 5,513 3,459 3,640 4,200 42200 4,200 Fees/Dues/Subscriptions 801 866 1,820 1,870 1,870 1;870 Travel & Training 2,068 3,059 3,105 7,855 7;855 7,855 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0 0 0 - 0 Rents & Leases 0 0 0 0 0 0 Utilities 0 0 0 0 0 0 Insurance 0 0 0 0 0 0 Library Materials 211,888 200,224 193,721 205,000 205,000 205,000 Total Materials & Services 232,172 217,991 212,496 233,675 233.675 233,675 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 5,912 290 3,878 9,995 9,995 9,995 Computer Equipment 0 0 0 0 0 0 • Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 5,912 290 3,878 9,995 9,995 9,995 • Total Budget Unit 554,651 568,125 652,206 719,348 719.348 719,348 • 80 ..99 .t:.:... dug r . 1.rbra :::Technt~ak:Secvtces Program Summary: 1999/00 Goals and Obiectives: The Technical Services Divisionprovides Continue to utilize the capabilities of Polaris and • support for the operation of the Library's incorporate improvements into the.materials information.technology infrastructure; processing workflow. purchases equipment and supplies necessary for the processing, storage, Implement new.capabilities of Polaris (i.e., label . utilization, and tracking of library materials in printing, dowloading 'MARC records) .to efficiently all formats; organizes, and provides staff process materials in .a timely manner. training and technical-assistance in the use of•computers or information technology; Implement the Serials module of Polaris to streamline • . orders, receives, and processes. library processing of periodicals. materials and .determines appropriate placement within the collection. Document the new procedures and processes for the • Cataloging, Acq., and Serial modules of-Polaris. • Continue'to work with Reader Services to provide effective and efficient use of electronic information , technologies by the public. • 1998/99 Accomplishments: Program Highlight's:.. Implemented the new on-line catalog sytem 1998/99 proved to be a challenge for Tech Services. Polaris. Installed 13 new PC's for the public The implementation of.the new on-line system.was. to access Polaris. delayed by 30 days and once on-line, only circulation functions were readily available.' Cataloging functions Added five new web-based electronic were allowed, on a limited basis for the first several information resources on five public months. Even after we were able to catalog full-time, workstations. the system was slow. Added a word processing and Young Adult The Acquisitions module did not function this past . workstation for public use. fiscal year. For a solution, an Excel, spreadsheet was created to track purchases-.of materials. The County's. Completed an inventory of the entire library goal is to have a functioning acquisitions module by . to clean up status of lost items, collection July 1, 1999, otherwise, we will need to use alternative • codes,.and other database information prior, tracking methods. Despite all the setbacks with to conversion. to Polaris. Polaris, the Department has.found creative ways to continue a high level of service. Reconfigured work space which provided more room for staff and volunteers to During the year, the Department reorganized and process materials. moved it's work area to create more space for staff and volunteers. A part-time Microcomputer Support Assistant was, hired in September to assist with the increased number . of PC's in the Library. We now have 29 public and 32 . staff computers in the Library. Most of the public. computers are in constant use during the 65 hours the library is, open each week. The Microcomputer, . Support Assistant has provided needed maintenance- to keep all the computers consistently'up and running: 0 ' T 81 . clv d.. . f....:... i' a < a d`..O ate> > ? > > = > < < > > > Lt.. rary:. ...ft tcat.Serv;ces..; 9.... :.R Performance Measurements 1996/97 1997/98 1998/99 1999/00 New materials received 10,767 11,819 10,000 13,000 New materials cataloged 10,648 11,348 9,500 12,500 New periodicals cataloged 4,335 4,068 4,100 4,800 Materials mended 806 955 1,200 1,200 Materials withdrawn 8,796 14,410 13,000 13,500 Donated materials cataloged 804 1,245 900 1,100 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Librarian - - - 1.00 Technical Services Coordinator 1.00 2.00 2.00 1.00 Senior Library Assistant 0.80 0.80 1.00 2.00 Library Assistant 0.75 1.00 1.00 1.00 Technical Services Specialist 0.50 1.00 1.00 1.00 Micro Computer Support Assistant 0.50 0.50 Total Positions 3.05 4.80 5.50 6.50 Service Level Standards The time from materials selection to ordering from vendors, on the average, will not exceed 30 days. The time from materials being received from vendors to be available for public use will not exceed three weeks. 82 .rt:' ............K a..cl..GfE :.:::::::.:.::.::.::::.::.::.....:::::::i::>:;:i::is:;>::>::>i:::: »::>:;:.:;:.;>:<:.;::::>:<Y:::;:::S:: Q T ::...ic..tS s::::..::>::::::::::>?::::::::»:i:;:>s::>:`>: <:>::::>::::>:«::<:><::<:s::<:::>:::<::_><:::>:>:<: ..t.....ft....................t...... , . Q `tee<' ctn ..:.::.............................R ........................::.:....R::.::::::.: gst :a<: ~escrr t.!~9~1 # 3::: 1 P Personal Services Positions 3.05 4.80 5.50 6.50 6'.50 6.50 Wages 106,455 1.36,099 173,425 223,218 223,218 223,218 Overtime 0 0 0 0 0 0 Worker's Compensation 254 492 404 455 455 455 Payroll Taxes .9,18 * 0 11,52.3 15,032 18,901- 18,901 18,901- • Retirement 12,469 15,261 19,525 21,844 21,844 21,844 Group Insurance 11,417 11,820 19,454 22,455 22,455 22',455 Total Personal Services 139,775 175,195 2271,840 286,873 '286.873 286,873 Materials & Services Water Costs 0 0 0 0 0 0 • Prof. & Contract Services 2,003 2,337 3,2%. 4,965 : 4;965 4,965 , Repair & Maintenance 0 0 : 0 11000 1,000 1,000 Special Dept. Expense 0 0 0 0_ 0 0 Office Supplies 11,502 10,928• 11,200 12,636 12,636 .12,636 Advertising & Publicity 0. 0•. 0 1,500 1,500. 1,500 Fees/Dues/Subscriptions 365 0 0. 0 .0 0 Travel & Training 112 393 1,650 2,750• 2.750 2,750 Fuel Expenses 0 0 0 0 0 0 • Computer Software 0 0 1;160 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 3 .0 0 0 0 0 Total Materials $ Services 13,985 13,658 17,260. 22,851 22.851 22,851 . Capital Outlay Land & Improvements 0 0 0. 0 0 0 Building & Improvements 0 0 0 0. .0 0 • Vehicles 0 0 0 0 0 0 Office "Furniture & Equipment 0 450 1,000, 1,300 1,300 1,300 Computer Equipment, 0 0 24,800 0 0 0 • Operation Equipment 0 0 0 0 0 0. • Total Capital Outlay 0 450 25,800 1,300. 1,300 , 1,300 153,766 189,303 270 900 311 024 311 024 311 024 Total Budget Unit " ~ 83 9.......4f..R... et . . P r :.......ka........K.. . 9 sb>::;>: <<>Circul tco ? > `i ; < « < C) eta:::: ~_:..taY........:a.. dud ..:p .:....4t1 Program Summary: 1999/00 Goals and Objectives: The Circulation Division of the Library is Continue to recommend improvements to new responsible for checking items in and out, computer system to enhance our ability to serve renewing and shelving all library materials, patrons more efficiently. collecting fines, issuing new library cards, and answering general questions. Circulation staff Adjust staffing to respond better to patron's needs tracks down and retrieves lost and missing items related to the transition to WlLlnet. and maintains patron records on the WILI computer system. The Circulation Desk is often Reactivate Library Guides program to provide more a patron's first or last contact with Library staff. one-on-one assistance to patrons. Circulation staff promotes Llibrary programs both verbally and by distributing written Restore self checkout service to patrons and re- materials. The Circulation Manager reports to educate them on how to use self checkout machine. the Library Director. Actively pursue reactivation of self-renewal phone system to free up staff to focus on training patrons on new computer system. 1998/99 Accomplishments: Received training in preparation for conversion to new computer system. Program Highlights: Inventoried entire collection for the first time Much of the past fiscal year was devoted to since 1986 in preparation for new computer converting the Library's computer system to WlLlnet. system. Staff provided creative solutions to situations that Installed a new outside bookdrop to handle arose as a result of the transition. As a result, the overflow of returned items on weekends and upcoming year will be devoted to enhancing the new holidays. system and to restoring some of the functions that were suspended temporarily during the Participated in the conversion to a new implementation phase. computer system. Developed alternative procedures to serve patrons during transition The Circulation Division will focus on courteous one- period. Played an active role in recommending on-one assistance to patrons through adjustments in improvements to computer system to staffing and revisions in scheduling as well as the Washington County Cooperative Library resumption of the Library Guides program. Helping Services (WCCLS). patrons become more self-sufficient by introducing them to technologies such as the self checkout Increased one-on-one interactions with patrons machine and electronic phone renewals will be a to help them adjust to new computers. primary goal. The new WlLlnet computer system will also provide patrons with tools for greater self- Intensified efforts to reconcile patron records sufficiency. and item statuses due to transition to new system. 84 9. MA .t..:.E3u. t P dtU :......::......:....::...................5:..:.::..: Performance Measurements . • 1996/97 1997/98 1998/99** 1999/,00 Materials checked out.per year 570,784 634;812: 560,000 705,000. Materials checked. in per year 566,243, 610,235 625,000 662,500 • Phone renewals per week, 1,326 1;810 N/A 2,100 Materials checked out per week per work station 2,744 31052 2,692. 3,389, Materials, checked out per week o.n self checkout 1,080 1,603'., N/A 1,762- Materials shelved per week 10,889 11,735 12,000 12,740 " • Library cards issued/we"ek .81 78 N/A,. 84 # of items checked out,. per year to out-of-city users 241,766 266,876 N/A 282,000 With conversion to new computer system,. complete circulatiori statistics were, unavailable • during first half of fiscal year. Full Time Equivalent Positions • 1996/97 1997/98 1998/99 1999/00 Division Manager 1:0000 1.0000 1.0000' 1.0000 • Circulation Supervisor 1.8000 1.8000. 1.8000 1.8000 Senior Library Assistant 0.8000 0.8000 0.8000 1.3000 • Library Assistant 6.6600 6.2100 6:4875 7.0000, Total Positions 10.2600 9.8100 -10.0875 11.1000 • Service Level Standards . Customers will receive accurate and personable assistance in less.than five minutes at the Circulation Desk. Library materials will be checked in and reshelved for use by the'public within 24 hours of return. • 85 . 999! :::<:>::::>:<:::>::::>:::>::::::::: X : : :;s < pp.:... P.... e tt :::::::::::Y::.:.:.::::3:::::::: lati.. n B.dd. t....t t......:.....::.:.....1...... ::><:>::::>::::>:::>::>::<:::>::::s::::>:::>:::::>:> dual::::>::>::>::>::Actual!:<; s:? o tech::€<?[::ro c~ ed . : . A Act.:.:P::P.$:..:..::::: eQjD pt iY:: . 197198:;.;;;:;:;>.:::;:99 ;s::,:::.1.99..._S::i : :.U:::: :>....::.:':L.:J.::9 Personal Services Positions 10.26 9.81 10.09 11.10 11.10 11.10 0 Wages 251,826 284,494 285,220 346,444 346,444 346,444 0 Overtime 57 0 0 0 0 0 0 Worker's Compensation 652 1,123 665 707 707 707 Payroll Taxes 21,741 24,185 24,722 29,335 29,335 29,335 Retirement 23,553 26,492 30,611 31,782 31,782 31,782 Group Insurance 20,244 20,941 25,318 28,351 28,351 28,351 0. Total Personal Services 318,073 357,235 366,536 436,620 436.620 436,620 Materials & Services O Water Costs 0 0 0 0 0 0 Prof. & Contract Services 204 675 600 865 865 865 Repair & Maintenance 0 122 0 0 0 0 Special Dept. Expense .0 123 0 120 120 120 Office Supplies 1,114 521 775 500 500 500. Advertising & Publicity 0 23 1,500 3,010 3,010 3,010 Fees/Dues/Subscriptions 0 0 21 0 0 0 Travel & Training 1,815 1,741 4,700 6,705 6,705 6,705 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 3,133 3,205 7,596 11,200 11,200 11,200 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 1,340 4,436 600 600 600 600 Computer Equipment 20,437 0 0 0 0 0 Operation Equipment 1,897 0 2,050 850 850 850 Total Capital Outlay 23,674 4,436 2,650 1,450 1,450 1,450 Total Budget Unit 344,880 364,876 376,782 449,270 449,270 449,270 86 ::>:::<:>:>>::>::»>::<:::<: t>.2222::::::: 5 . P i~.::::.::.:::..:....................................................................::::::.::..:::::::::::::::.:: `flp 1t....E....raf .5.... ....I....ru :xI Each year, the Budget" Committee appropriates funds to. support Social Service and Arts and Events activities • -that assist.or benefit Tigard Citizens. The following requests have received support in the current-year arid-in previous years: > Ra1....:.................................................T1P.................................P._:.:::::: R........::.::::::::::P:Mm. »:>::::>::::<::»:><:::::>::>::>::::::::::> :98....... 93~! x.........49 X, :9 a". uestor: €99 9 .::::::::::1.9.. 7 ......::.::................9.............:.:.:..:::::::.::::::::..:.::.::.:_::.:::::::: Tualatin Valley Mental Health 24,000 22,000 24,139 25,000 25,000 :25,000 WCCAO/Neighborshare. 8,000 8,000 9,444 11,000. 11,000. 11,000 • Domestic Violence/Shelter 2,100 2,100. 2,878 3,000 3,000 3,000 Interfaith.0utreach - Rite Center 0 6,500 8,688 8,760 8,760 8,760 Dial-A-Ride 1,000 1,000 1,067 1,000, 1,000 1,000 Rape Crisis Center 500 750 0 .1„000 1,000 1,000 • Christmas in April 0 0 0 3,000 3,000 3,000 Luke Dorf. 7,500 - 7,500 6,889" 7,000 7,000 7,000 Loaves & Fishes - Senior Center 16,000 16,000 17,000. 18,000 18,000 18,000 • Total Social Services 59,100 63,850, 70,105 77,760 77,760 77.760 Broadway Rose Theatre .7,500- 7,000 8,244 10,013 10,000", 10,000 Fourth of July 4,000 4,000 4,500 7,510 7,500 7,500 Tigard Country Daze 5,000 21500 3;444 0 0 0 ' Community Band 900 900 11122 1,202 1,200 1,200 Affairs of the Arts 500 0 .0 .0 0 0 • Tigard High Graduation Ceremony 500 500 500 501 500 500 Train Safety Event 0 0 2,500 0 0 0 Tualatin River Keepers 0 0 0 1,001 1,000 1,000 Festival of Balloons 5,000 5,000 5,778 10,013 10,000 10,000. • Total Arts/Events 23,400 19,900 26;088 30,240 30200 30,200 Total Requests Granted 82.500 83,750. 96,193 108,000: 107,960 107,960 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 1999/00 was $108,000. The committee granted a total of $107,960. 87 . X91:.:....A.....:.1::.:.:..d P aKks..;:.; fudge 1tat-::. iS60 Program Summary: 1999/00 Goals and Objectives: The Grounds Division is responsible for Enhance Adopt-A-Park program by adopting out additional maintenance, repair, improvement and parks. scheduling in all public parks, public facility grounds and greenways. The Parks/Grounds Continue to enhance the Lake Management program at Supervisor reports to the Property Manager Summerlake Park. who is directly responsible for the Parks/Grounds programs. Continue to provide training to staff regarding turf, tree and landscape maintenance. Provide safe and clean environment for Balloon Festival activities. 1998/99 Accomplishments: Initiated Urban Forester program as part of Provide clean, safe and well maintained parks and council goals regarding the protection and greenway system. enhancement of greenways and open spaces. Continue use of volunteers throughout the City parks and Implemented Adopt-A-Park program by facilities. adopting out Main Street Park. Implement park maintenance standard check list. Began in-house athletic field renovation program. Plant an additional 1000 trees to increase total to over 3500 under the guidelines of the Tree 2000 Program Initiated Lake Management program at Summerlake Park. Eradicated lake vegitation Program Highlights: by harvesting the lake three times. Initiated weekend work schedule to include full-time employee at Cook Park to better serve the public. Planted 2,506 trees as part of the implementation of Council's Tree 2000 Expanded intergovernmental program to eradicate Program. mosquitoes from Cook Park area to include the Summerlake Park area. Continued pilot recreation program as part of the Visioning process "Tigard Beyond Implementation of Cook Park Expansion Plan began with Tomorrow". Offered additional classes the addition of a picnic shelter and gazebo. throughout the ,year. Implementation of Urban Forester Program for City owned Balloon Festival planning, prepartion, properties. This program has allowed the Grounds maintenance and renovation at Cook park for Division to properly evaluate and maintain existing as well 90,000 visitors. as newly acquired greenways. It has also allowed us to promptly respond to citizen concerns regarding street tree issues. This program has been key in the implementation of Council's Tree 2000 Program. 88 C. !....#.....k..f~..f.... t>'' Performance Measurements . 1996/97 1997/98 1998/99 1999/00 Number of parks maintained 11 11 1 .1 12 Acres of park land 120 120 141.40 154.50 Acres of greenways 125 125 127 133 ' i Number of retention ponds 5 5 0 01 Number of reservoir sites (1'2) w/acreage 15.50 15.50 26.55 26.55 Miles of off street bicycle/pedestrian paths 7.00 7.50 7.75 8.00 Full Time Equivalent Positions ' • 996/97,.' 1997/98• '1998/99. 1999/00 Property Manager 0.50 0.50 0.50 0.50 Senior Utility Worker 1.00 1.00 2.00 3.00 Utility Worker II 4.00 4.00 4.00 4.00 Supervisor 0.50 1.00 1.00 '-1.00` Certified Arborist 0.00 0.00 1.00 1.00 Total Positions 6.00. 6.50 8.50 9.50 Service Level Standards All restrooms in parks cleaned daily from March 1 to November 1. All park trash picked up and removed daily.. Soccer fields at Cook Park renovated three times yearly - Spring, Summer and Fall. All parks and reservoirs mowed on a.7-10 day cycle. All pedestrian paths and bikepaths blown off and debris removed on weekly basis. All covered shelters, picnic tables and BBQ's cleaned weekly. All playground structures inspected and, reported weekly. • Hard and'soft edging performed on a 2-3 week cycle. Pruning of trees and shrubs on an as needed basis. needed basis. Hazardous tree removal from 9reenwaYson an as Chemicals applied Spring, Summer and Fall as needed. • r • r 89 • 1 d 91,00 "A'd P.:.:.:::::::..:::: RaTIC BElCIt-Et LIRE . 9S tE ro`':os:ed>>s~Q' .r....d : . PPP:.::.;:.;:.;:.P : 99910..tl<: 1999t0a}<>>`:'€.99. ft . 9tfl iio:9619:99 . 7& 9981+31>;>>...1. . Personal Services Positions 6.00 6.50 8.50 9.50 9.50 9.50 Wages 209,114 232,170 349,849 391,971 391,971 391,971 Overtime 1,905 1,551 2,500 3,807 3,807 3,807 Worker's Compensation 6,026 8,632 10,015 9,906 9,906 9,906 Payroll Taxes 18,012 19,299 30,540 33,513 33,513 33,513 Retirement 20,969 21,180 33,519 34,911 34,911 34,911 Group Insurance 21,809 23,532 38,533 45,708 45.708 45.708 Total Personal Services 277,835 306,364 464,956 519,816 519,816 519,816 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 27,618 23,196 19,728 39,240 39,240 39,240 . Repair & Maintenance 72,510 50,301 77,120 90,105 90,105 90,105 Special Dept. Expense 1,871 2,657 3,735 4,120 4,120 4,120 Office Supplies 124 247 400 700 700 700 Advertising & Publicity 602 1,432 2,450 1,275 1,275 1.275 Fees/Dues/Subscriptions 552 597 1,671 2,225 2.225 2,225 Travel & Training 2,292 2,125 4,950 7,890 7,890 7,890 Fuel Expenses 8,051 10,220 1,250 12,500 12.500 12,500 Computer Software 0 336 0 0 0 0 Rents & Leases 515 705 4,600 3,500 3,500 3,500 Utilities. 230 151 350 425 425 425 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 114,365 91,967 116,254 161,980 161,980 161,980 Capital Outlay Land & Improvements 0 20,633 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 41,600 41,600 41,600 Office Furniture & Equipment 0 0 0 0 0 0 Computer Equipment 1,776 0 1,627 0 0 0 Operation Equipment 27,893 8,578 75,050 81,115 81,115 81,115 Total Capital Outlay 29;669 29,211 76,677 122.715 122.715 122,715 Total Budget Unit 421,869 427,542 657,887 804,511 8C4.511 804,511 90 • • i • i Oregon City of Tigard, 1 Public Works Program Administration Sanitary Sewer Storm Sewer Street Maintenance Fleet Maintenance Property Management Water rj~ City of Tigard, Oregon ~~~~~~l• /~i~`~e 0 0 -d y r w tJ #X93:€20' ;:.:::.:t;:.:;: , : > < ?>`?<'<«<s» > >i€«[[>[«: <<>< `<s«[ 1..:.:::.o B.u.. P t?9 3:::.:.::......................... . Public Works Sanitary lzfi Storm Stree! FlMa Property E Water Sewer Sewer Mainagement 16d . : o« t i v Ad ctuaf.::::.::.:Rctu :.....:::.::.::.i :Pg..:::::::::.:::::::::.::::::. ; ...........;~~scrc .....X 94's:c97»g17T;3?~..........1.9 ::4999 0 »:.:::::I. :::::::::::::::.:::::.:::::::..Frt.:...::. # Positions 40.00 43.00 49.50 54.50 54.50 54.50 Personal Services 1,692,968 1,784,320 2,433,356 2,755,812 2,802.477 2,802,477 Materials & Services 2,965,148 3,051,836 3,462,248 4,644,428 4,644,428 4,644,428 Capital Outlay 240,571 147,135 339,040 669,380 669.380 669.380 Total Public Works - by Category 4,898,687 4,983.291 6,234,644 8,069,620 8,116.285 8,116.285 Administration 204,677 207,881 272,818 385,386 385,386 385,386 Sanitary Sewer 369,141 355,137 434,764 547,628 547,628 547,628 Storm Sewer 295,746 247,108 478,782 537,332 537,332 537,332 Street Maintenance 533,497 620,421 814,163 1,003,627 1,050,292 1.050.292 Fleet Maintenance 125,566 124,113 146,098 182,285 182.285 182,285 Property Management 179,799 184,244 404,765 501,555 501,555 501,555 Water 3,190,261 3,244,387 3,683,254 4,911,807 4,911,807 4,911.807 Total Public Works - by Department 4,898,687 4,983,291 6,234,644 8,069,620 8,116,285 8,116,285 91 . . -;.;40.1 .:<.:;ii <>«< << > < <i< > <''»<> > 1 .............i tee . a :.::...........................................::..::::::::.:L.................. ' ri>' Program Summary: 1.999/00 Goals and Obiectives: • The Public Works Director, reports to the City Manage and supervise the Hansen Maintenance Manager and is responsible for operation and Management program throughout. the. Department: supervision of all infrastructure' and maintenance activities which includes'the maintenance of vehicles Continue to,pursue a long range water supply needs to . and,City facilities. Maintenance operations of carry the City into the 21st century.. sanitary sewer and storm drainage systems are 40 funded by-the collection of sewer-and storm drainage Continue active role in the City of Tigard's. Park Master • charges. Street maintenance is funded by a Plan greenspace planning and Cook Park expansion. combination-of State and County gas taxes. Park maintenance is primarily funded by property taxes.' Expand the use of volunteers throughout the Public Fleet and Builiding Maintenance activities are funded Works Department. • through a .variety of revenue sources. Continue working on the Urban Services Agreements with Washington County on providing maintenance in the County areas within our jurisdiction." . 1998/99 Accomplishments: Program Highlights: • Increased public communication and assured Continue participation in the Willamette Water Supply adequate community involvement. Agency and working on pursuing the Willamette River • as a viable drinking water source. . Continued initiation of the Hansen Maintenance Management Program.thoughout the Department. Continue implementation of the Urban Services Agreement to provide maintenance programs in the • • Assumed an active role in the City of Tigard's Park County areas within ourJurisidiction. • Master Plan greenspace planning and Cook Park Expansion. Active participation in the Tigard Visioning Plan. • Continued,to pursue long range water supply needs to carry the City into the 21st century: Completed construction and began utilization of the 3.5 mg Menlor Reservoir site. 92 • 1P... Q :.do 1 A tel. std t A1.::1 1 r _ tE, $ lfdg ~1£... 2.~ fl: Performance Measurements 1996/97 1997/98 1998/99 1999/00 Board Support - Intergovernmental Water Board N/A N/A 360 370 Emergency Management Administration N/A N/A 120 130 Park Reservations N/A N/A 140 150 Citizen Response Water N/A N/A 20 30 Streets N/A N/A 8 10 Storm N/A N/A 15 20 Sanitary N/A N/A 10 15 Grounds N/A N/A 6 10 Building Maintenance N/A N/A 2 5 Community Events Hours N/A N/A 600 625 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Public Works Director 1.00 1.00 1.00 1.00 Confidential Executive Assistant 1.00 1.00 1.00 1.00 Computer Technician 0.00 0.00 0.00 1.00 Administration Specialist 1 1.00 1.00 1.00 1.00 Administrative Specialist II 0.00 0.00 1.00 1.00 Operations Manager. 0.25 0.00 0.00 0.00 Program Assistant 0.00 0.00 0.00 1.00 Total Positions 3.25 3.00 4.00 6.00' 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. Repsond to citizen inquiries within twenty-four hours. Assist in designated community events in a manner that promotes good will between the City and the community. 93 1 99 E ~a .....................P....... > tl .girt.. t c.... .:E e#`<<:>P"'.i" d ..r. . . f . .....................o,A...f.a...........................::..:..:.....::..v....: e:: : : . 9iU " 99 "`',t)f`;»<[> :93 ::.......11_`#96~9..~..........~9.`~7.#.98..:.:..::...'~.9.........:..,:::..:.::.::::..::.::.:::::::::.:::.,.:::::..::.:..:.:.::..;:.:::..::1:::.:::.::...:..:,... , Personal Services Positions 3.25 100 4.00 6.00 6.00 6.00 Wages 137,879 139,731 173,563 232,593 232,593- 232,593 Overtime 323 998 800- 0 0 0 Worker's Compensation 387 881 513 571 571 571. • Payroll Taxes 11,161 11,573 14,618 19,305 - 19,305 19,305 Retirement 17,407' 16,240. 19,730 24,747 24,747 24,747 Group Insurance 14,749 13,786 20,094 . 33,910 33,910. 33,910 Total Personal Services - 181,906 183,209 229,318 311,126 311,126 311;126 Materials & Services 0. Water Costs 0 0 0 0 0' Prof. & Contract Services 6,766 .8,302 14,050 11,390, 11,390 11,390 Repair & Maintenance 1,817 1,664 1,900 1,200 1,200 1,200 Special Dept. Expense 561 464 1,200. 5,800 5,800. 5,800 • Office Supplies 7,377 6,521 8,000: 8,000 8,000 8,000 Advertising & Publicity 161 260 425 425 425 425 Fees/Dues/Subscriptions 975 609 450 670 670 670. Travel & Training 2,464 2,081 10,850 16,350 16,350 16,350 , Fuel Expenses 521 540 1,000 800 800 800 . Computer Software 0 1,000 0 0 0 0 Rents & Leases 0 31 0 0 0 0 Utilities .242 552 625 625 625 625 , Insurance 0 0" 0. 0 0 0 + Library Materials 0 0 0. 0 0 0 Total Materials $ Services 20,884 22,024 38,500 45,260 ; 45,260 '45;260 Capital Outlay • Land & Improvements 0 0 0 0 0 0 Building &'Irriprove merits 0 0 0 0 0 0 Vehicles 0 0 ' 0 28,000' 28,000 28.000. Office Furniture & Equipment 0 541 2,700 1,000 1,000 1,000 Computer Equipment 1,887 0 1,500 0 - . 0 ..0 ' • Operation Equipment 0 2,107 800 0 0 0. Total Capital Outlay 1,887 2,648 5,000 29,000 29,000 29,000 Total Budget Unit 204,677 207,881 272,818 385,386 385,386 385,386 • 94 "U re.::....w g... :nlt . . . . Program Summary: 1999/00 Goals and Obiectives: The Utility Manager reports to the Public Works To provide a highly motivated team dedicated to Director. The Utility Division maintains the protecting public health, responsive customer sanitary sewer system within the City's service, and innovative, cost effective jurisdiction. Mandated maintenance programs maintenance of the sanitary sewer system. and cycles are established by Unified Sewerage Agency (USA), a County wide sewer authority Continue to meet cycles mandated by USA for who also sets sewer rates. These maintenance video inspection, line cleaning and repair, and programs are on-going and the cycles refer to manhole rehabilitation programs. how long it takes to complete the entire sanitary collection system. Continue to collect information to complete the Hansen Sanitary Sewer Database. The Hansen Programs Cycles Sanitary Sewer Database is currently 95% Video Inspection 7 years complete and accurate. Line Cleaning & Repair 3 years Manhole Inspections 3 years Update sanitary utility maps on a quarterly basis. & Rehabilitation Mapping & Records Keeping Annual Updates Continue to combine the resources of the Sanitary 24 hour turnaround to customer inquiries. and Storm Sections to effectively accomplish the goals and objectives of both Sections. Continue the cross training within the Utility Division. 1998/99 Accomplishments: Program Highlights: Participated in a Conveyance System Continue participating in the Conveyance System Management Study with USA and other partner Management Study with USA and other partner cities. Emphasis on more effective cities. Implement final recommendations of study management of the sanitary system county wide if approved by Council. and more efficient delivery of services. Purchase a replacement combination line cleaning The Waste Water/Storm Section is in the truck to replace 1989 Vactor truck which has process of refurbishing and upgrading the 1990 become unreliable for daily use. This truck will be TV truck which has become unreliable for daily utilized to continue to meet USA line cleaning use. Included in the TV truck upgrade is a mini- cycles. camera system for video inspection of sanitary and storm lines not previously inspected due to limited structure space and other access problems. Working towards USA annual goals for 1998/99. First 6 Months Completed Annual Goal Lines cleaned 18.5 miles 42.1 miles Video inspected 9.3 miles 18 miles 95 I ..............g....... • • >ett"``` 5.:..:.:. r.:r ~4.....g.... ctat.:.:....: Performance Measurements • 1996197. 1997/98 1998/99 _1999/00 Feet of sewer line in the system 637,656 .666,248,- 691,500 716,500 Feet of sewer line inspected/cleaned 244,442 310,000_ 329,286 :341,190 Manholes in the system 3,090 3,523 3,723 3,923 • Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 • Utility Manager 0.25 0.25 0.25 Wastewater Supervisor 0.50 0.50 0.50` 0.50, Sr Utility Worker 1.00 1.00 2.00 2.00 • Utility Worker II 5.00 5.00 4.00 4.00. Utility Locator 0.25 0.25 • Total Positions 6.50 6.75. 7.00 7:00 • Service Level Standards • Emergency situations (i.e. water breaks, wind/winter storms, 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. • Friendly, responsive service to citizen inquiries within twenty-four hours. Annually, video inspect 18.7 miles and clean 43.7miles of sanitary sewer lines within the City to meet cycles mandated 'by Unified Sewerage Agency. A Provide friendly, responsive customer service when assisting in designated community events and special projects to promote good will between the City and the community. • • 96 • i I 13ud Pt >:>a 5...... r ...............:::......:::::::.:.:.::.:::::.....:.9...:...................................... . :.::::.:::::::.:::..A a pig a to ::Fro i R..... d:...:........... d....... A :.........p : ............:.:::::..::....:.:.P. .'a> g' 3<;: `<:><>` 1 X99 :id.. € 9 f ton:>::::><:>::::<:::»:::> ::>::::>1::99&t9.::«<:<::::: 347798::::.::....... . . Personal Services Positions 6.58 6.75 7.00 7.00 7.00 7.00 Wages 173,453 218,482 237,978 257,585 257,585 257,585 Overtime 1,160 4,125 3,500 3,803 3,803 3,803 Worker's Compensation 5,044 5,093 4,717 4,473 4,473 4,473 Payroll Taxes 14,998 20,288 20,930 22,133 22,133 22,133 Retirement 20,248 19,886 24,849 26,517 26,517 26,517 Group Insurance 242356 28,908 27,575 34,572 34,572 34,572 Total Personal Services 239,259 296,782 319,549 349,083 349,083 349,083 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 5,681 9,711 11,234 11,750 11,750 11,750 Repair & Maintenance 26,092 26,788 37,450 37,760 37,760 37,760 Special Dept. Expense 2,220 2,650 3,155 2,560 2,560 2,560 Office Supplies 39 317 350 400 400 400 Advertising & Publicity 48 349 50 75 75 75 Fees/Dues/Subscriptions 91 748 481 480 480 480 Travel & Training 1,041 1,943 3,100 2,250 2,250 2.250 Fuel Expenses 4,257 2,468 4,250 3,500 3,500 3,500 Computer Software 0 336 0 0 0 0 Rents & Leases 0 96 3,500 1,500 1,500 1,500 Utilities 0 0 0 0 0 0 Insurance 476 175 1,000 1,000 1,000 1,000 Library Materials 0 0 0 0 0 0 Total Materials & Services 39,945 45,581 64,570 61,275 61,275 61,275 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 6,233 0 0 135,000 135.000 135,000 Office Furniture & Equipment 0 0 450 0 0 0 Computer Equipment 0 0 815 0 0 0 Operation Equipment 83,704 12,774 49,380 2,270 2,270 2,270 Total Capital Outlay 89,937 12,774 50,645 137,270 137,270 137,270 Total Budget Unit 369,141 355,137 434,764 547,628 547.628 547,628 97 P >rf.:.....f.:... , . ::.5: . Progeam Summary: 1999/00 Goals and Obiectives: The Utility Manager reports to the Public Works To provide a:highly.'motivated team, dedicated • Director. The Utility Division maintains the storm to reducing flooding, improving waterquality, • water system within the City's jurisdiction. Mandated responsive customer service and innovative, maintenance programs and cycles are established by cost effective maintenance of the storm water Unified Sewerage Agency (USA), a County-wide system. surface water authority who also sets storm water • rates. These maintenance programs are on=going Continue to meet cycles mandated by USA for and the cycles refer to how long it takes to complete video inspection, line cleaning,, manhole and the entire stormwater drainage system. catch basin'cleaning, repairs, etc.. • Programs Cycles Continue to collect information to complete the Video Inspection 7 years Hansen Storm Water Database. The Hansen. , Line Cleaning & Repair 4 years Storm Water Database is currently,75% • Manhole/CB Inspections & Cleaning 1 year complete and accurate. Water Quality Facility Inspect/Maint Monthly Road'Side Ditching/Inspection 5 years Update storm utility maps on a quarterly basis.. Leaf Pickup Annual /Seasonal Mapping & Records Keeping Annual Updates Continue to combine the resources of the 24 hour turnaround to customer inquiries. Sanitary and Storm Sections to effectively 1998/99 Accomplishments: accomplish the goals and objectives of both' Sections. Hired 2 additional FTE's to further develop the Water Quality Facility Maintenance program, improve the Continue the cross training within the Utility Roadside Ditching program, and assist with mandated Division. programs. Participated in Conveyance System Management • Study with USA and other partner cities. Emphasis Program Highlights: on more effective management of the strom water Continue to participate in Conveyance System drainage system county wide and more efficient Management Study with USA and other partner delivery of services. cities. Implement final recommendations of study if approved by Council. The Waste Water/Storm Section is in the process of refurbishing and upgrading the 1990 TV truck which Purchase an, replacement combination line r has become unreliable for daily use. Included in the cleaning truck to replace 1989 Vactor truck TV truck upgrade is a mini-camera system for video which has-become unreliable for daily use. This inspection of sanitary and storm lines not previously truck will be used to meet USA line cleaning, inspected due to limited structure space and other cycles. access problems. Continue to. develop the Water-Quality Facility i Working.towards annual USA annual goals for Maintenance program, and improve the _ r 1998/99. Roadside Ditching program. First 6 Months Completed Annual Goal Work with Volunteer Coordinator to implement Lines cleaned 9.9 miles 19.9 miles an Adopt-a-Creek Program. Video inspected 6.1 miles 11.4 miles • Catch Basins 1,043 CB's 3,169 CB's 98 t......9fQE Ad..... i ...8..... et : >[:C`f ::r :Ore >:<":><< << < ; sewe Performance Measurements 1996/97 1997/98 1998/99 1999/00 Feet of piping in storm system 374,000 415,115 425.000 435,000 Feet of piping inspected/cleaner 180,000 145,773 166.964 170.893 Catch basins in storm system. 98/99 reduction in CB's 2,700 3,324 3,140 3,350 due to more accurate data base updates. Catch basins cleaned 2,000 3,367 3,400 3,550, Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Utility Manager 0.25 0.25 0.25 0.25 Wastewater Supervisor 0.33 0.50 0.50 0.50 Sr Utility Worker 1.00 1.00 1.00 1.00 Utility Worker II 4.00 3.00 5.00 5.00 Utility Locator - previously funded solely by 0.25 0.25 Water Section Total Positions 5.58 4.75 7.00 7.00 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. Friendly, responsive service to citizen inquiries within twenty-four hours. Annually, video inspect. 11.4 miles and clean 20.1 miles of storm sewer lines within the City to meet cycles mandated by Unified Sewerage Agency. Perform 1.2 miles of road side ditching. j f Provide friendly, responsive customer service and assist in designated-community events and special projects in a manner that promotes good will between the City and the community. 99 h .A • 'i.~ii::'~:v. ~:U ^::t~iiii ~iiiiiiiiii~`v:~ii:::?'?::::i i:i:::::;:::j::r^: ~^:i" ~itiii::jti;:j;~i:i::i:!~i:::i::{:::};i:;:i`iii'ti~iiiii:tvt:::iT:::ii:!4iiiii ~iiij:'v`v`•iiii:,'v:~yvi::::::2:::iiiisyj::::iii::iiii:<2+::Li::'vi'vii:i:iiii:!~:?::{:; 1......., .l~ 4 i::::<::xi:::;:zz::<r • >i::<ttl Stogy. e e ::><:>::::»::::::::>::>::°>»>~::;:::»::>::»»::»::>~<::>>>»;:>:<:::::::::>::::>:<:>::>::»>»<::>::::>::>::..I~.... :ii: d • ......::i::ii::;:::< c ..t•... ~f.........d............... vsr / ::.>ii:.::. a gal.......... d.......P.......v. . . .;;:.;::::::::::::.::::::::::::::::::::::.::::::::Au.:.::::.:::::::............................... . :::i>::i:: i:....::i::;::<.:........iii::;::: ::i::i:: i::>::i:::: i::>:: i;>:_::::ii:::i.;:;:::. <<<''t.99 4 esg `9« Personal Services Positions 5.58 4.75 7.00 7.00 7.00 7.00 Wages 132,420 130,007 240,864 233,338. 233,338 .233,338 Overtime 2,902 2,351 3,500`> . 4,119. 4,119 4,119 Worker's Compensation 3,347 1,751 41778• 4,061 4,061• 4,061 Payroll Taxes 9,081 9,835 . 21,800 20,701 20,701 20,701 Retirement 8,213 `8,329 25,138 24,124 24,124 24,124 Group Insurance 9,063 16,292_. 31,138 34,263 34,263 34,263. , Total Personal Services 165,026 168,565. 327,218 320,607 320,607 320,607 Materials & ,Services Water Costs 0 0 0 0 0 0 • Prof. & Contract Services 2,172 1,524 8,868_ 9,550 9,550 9,550 Repair & Maintenance 37,221 52,627 53,180, 53,540. 53,540• 53,540. Special Dept. Expense.. 2,086 2,616 2,630 21490 2,490 2,490 Office Supplies 17 306 350 400 • 400 400 • • Advertising & Publicity 271 215 900 75 75 75 Fees/Dues/Subscriptions 229 0 441 400 400 400 Travel & Training 839 1,213- , 3,100. 2-,500, 2,500 . 2,500 Fuel Expenses 1,480 1,806 3,250 3,500 3:500 3,500 • Computer Software 0 336 0 0 0 0 Rents &'Leases 398- 2,760 6,400 6,000 6,000 6,000 Utilities 0 0 0 0 0 0 • Insurance 0 0 1,000 1,000 1,000 1,000 Library Materials 0 0 0 0 0 - 0 i Total Materials &.Services 44,713 63,403 80,119 79;455, 79,455 79,455 Capital Outlay Land,& Improvements 0 2,100 5,000 0, 0 •0 Building & Improvements 0 0 0 0 0• 0, i Vehicles 6,233 0 0 135,000 135,000 135,000 Office Furniture & Equipment 0 0 450 0 0 0 Computer Equipment 0 0 815 0 0. 0 Operation Equipment 79,774 13,040 65,180 2,270• 2,270 2,270 • Total Capital Outlay 86,007 15,140 71,445 137,270 137,270 137,270. Total Budget Unit 295,746 247,108 478,782 537,332 537,332 537,332 • 100 . . ' :'222''` 931E#CT<Ai ' i d.. u... ..t ...........r . kiy.::::f:Tt :d~:::.::[... =Q; t i :ie S ::to mice r ....Ma n.. ...,....2 Program Summary: 1999/00 Goals and Obiectives: The Streets supervisor reports to the Property Increase maintenance and installation of street and Manager who is responsible for the Street traffic signs by 5% due to development. programs.The Street Division's primary functions are installation and maintenance of street and traffic Inspect and maintain guard rails once yearly or as signs; installation and maintenance of guardrails and needed. barricades; crack sealing and patching street surfaces; grading and maintenance of rock streets Inspect all barricades once yearly and repair as and road shoulders; maintenance of off-street needed. bicycle paths; installation and maintenance of street marking; and installation of the speed hump Crack seal 150,000 feet of City streets. program. This unit also administers the contract for street sweeping services. Patch streets for Water, Storm, Wastewater and Street Division dig outs and patch potholes with an annual 1998/99.Accomplishments: basics of 300 tons. We have used 347 tons of asphalt and 15 tons of cold mix patching 35 repairs for Water; 14 repairs for Install 25 speed humps for Engineering per Council Wastewater/Storm; 25 speed humps and dig outs goal. and pot hole patching for the Street division's repairs. Grade and gravel .87 miles of gravel roads, twice yearly and reduce the amount of rock roads. We accomplished the installation of 25 speed humps for Engineering per Council goal. Mow 54 miles of shoulder twice yearly and repair rock shoulder as needed. We completed 72,535 feet of crack sealing. Install hot plastic for 5 year cycle and paint 6,250 feet Installed 184 buttons, 4,070 square feet hot plastic, of curb and 8,433 feet in parking lots. and painted 2,336 feet of yellow curb. Complete the Street Light Clearance and Tree Made, installed or repaired 898 signs. Of these, St. Trimming programs. Names 122, Stop 128, Warning 136, Parking 68, Regulatory 163. The other 252 were miscellaneous Program Highlights: signs. Due to increased traffic on the City streets and safety concerns, we will continue to use contract flaggers to Implemented the Street Light Clearance and Tree augment our existing staff. Trimming program. We have trimmed the area from Durham Rd. south and from 92nd Ave. to 113th Ave. By recycling sign material, we hold the cost of signs Also, the area from Bonita Rd. to Durham Rd. and program down. from Hall Blvd. to 72nd Ave. By using the State bid, we will continue to hold the Implemented the Adopt-A-Road program. Street marking costs down. Use volunteers for the Adopt-A-Road program to pick up litter and debris We will involve the citizens in keeping the City street right-of-ways clean. We will continue to upgrade the technical knowledge of the street crew. 101 • =1"999%00$Adopte"tlBudget 3 • City of Tigard,.Oregon Street Maintenance :W~ BudgetUnit 2130 • Performance Measurements 1996/97' 1997/98 1998199 1999100 • Miles of street 120 123, 126 129 • Miles of streets swept 117. 120 123 128 Number of sweeps per year 6 '6 7 7. • Street signs made,.installed or repaired 700 750 800 898 Toris.of asphalt 280 250 300.' 300 Pounds, of crack sealer 24,250 28,260 33,000. 33,000 . Street markings (square feet) 8,500 9,000 9,000. 9,000, Dead-end barricades` 116. 116 116 125, Road side mowing 52 54 '54 54 Crack Seal ( linear feet) 111,558 130,000 .72,000' 150,000 Full Time Equivalent Positions 40 1996197 1997/98 1998/99 1999/00 Property Manager 0.50 0.50 0.50 .050 Supervisor 0.50 0.50. 1.00 1.00 Senior Utility Worker 1.00 3.00 3.00 3.00 • • Utility Worker II -5.00 6.00 6.00 7.00 • • Total Positions 7.00 10.00 10.50 11.50 • Service Level Standards Complete 150,000 feet of crack sealing. . Patch City streets for an ,annual of 300 ton of asphalt. Install 4,000 feet of hot plastic as per 5 year cycle and repair as needed. • Paint 9,000 feet ofA inch line in city parking lots. Paint 6,250 feet of'curb. Repair and installation of signs. Stop signs within 2 hours, all others as per City,response standards. Grade and rock all gravel roads twice annually. Grade them to remove potholes two times or as needed. • Mow roadside twice.yearly. Install 25 speed humps for Engineering. • Do 20 street dig out repairs i 102 • • »<>:«<««<':«< <<> <<>»'>< « ' < ><><>> >':<s:;'::> < < > < r4...::pte € atd.. art......... t:€ain,.... nar~ce.. . t.36................... . ct`u >««Ac k> 'ate' ' ! I€.. R.::.PP.:..:.::::::p Gad ttoff.::::i<:5t9::: _ <:99::: 8:::>:::><:::> :998.3::: <:::~:8~9/#lQ <99 103 >».><:>19:1~~f3.0:>:>; Personal Services Positions 7.00 10.00 10.50 11.50 11.50 11.50 Wages 209,537 296,244 378,470 473,472 506,014 506,014 Overtime 2,866 4,748 .4,000 0 9,614 9;614 Worker's Compensation 9,804 19,329 16,701 16,653 18,182 18,182 Payroll Taxes 20,790 25,284 33,151 40,092 42,110 42,110 Retirement 26,783 25,329 36,568 41,596 42.557 42,557 Group Insurance 25,089 22,910 28,931 46,459 46,459 46,459 Total Personal Services 294,869 393,844 497,821 618,271 664,935 664,935 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 91,676 98,829 139,431 142,419 142,419 142,419 Repair & Maintenance 102,861 102,321 146,020 148,558 148,558 148,558 Special Dept. Expense 3,394 3,143 3,000 4,870 4.870 4.870 Office Supplies 45 195 400 500 500 500 Advertising & Publicity 754 1,472 850 1,700 1.700 1,700 Fees/Dues/Subscriptions 422 901 441 560 560 560 Travel & Training 2,059 1,756 3,010 3,300 3.300 3,300 Fuel Expenses 7,677 5,557 7,950 8,000 8.000 8,000 Computer Software 0 336 0 0 0 0 Rents & Leases 561 1,840 3,000 14,500 14,500 14,500 Utilities 267 129 240 100 100 100 Insurance 0 0 1,000 1,000 1,b00 1,000 Library Materials 0 0 0 0 0 0 Total Materials & Services 209,716 216,479 305,342 325,507 325,507 325,507 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 20,699 0 0 0 0 0 Office Furniture & Equipment 0 0 0 0 0 0 Computer Equipment 1,887 0 0 0 0 0 Operation Equipment 6,326. 10,098 11,000 59,850 59,850 59,850 Computer Software 0 0 0 0 0 0 Total Capital Outlay 28,912 10,098 11,000 59,850 59,850 59,850 Total Budget Unit 533,497 620,421 814,163 1,003,627 1,050.292 1,050,292 103 • ..Q.....da ..ed.u feMMGR MA Program Summary: 1999/00 Objectives The Fleet Maintenance Supervisor reports to the Continue to use State of Oregon rental program for Property Manager and is responsible for the temporary use vehicles. organization and operation of the Fleet Maintenance Division. The major functions of Train mechanics in the use of OBD II scan tool. • the Division are maintenance and repair of all City equipment, including cars, light and heavy Upgrade vehicle and equipment list.every 30 days. • trucks, off-road equipment, and stationary power equipment; maintaining equipment records; parts Revise, equipment replacement schedule to reflect" inventory control for Fleet operations; changes in pick-ups and utility trucks. compliance with DEQ emmissions program, proper waste disposal and recycling, welding and Study feasibility of zero emission vehicles for use in • fabrication projects, fuel storage and dispensing the fleet. equipment; and providing parts purchases and department support. Program Highlights • Hiring of additional mechanic. Revise replacement interval from 10 years to 15 years 1998/99 Accomplishments on utility trucks. This schedule change is.due to cost effective repairs and preventative maintenance. Brought fleet into compliance with DEQ's new • emission testing criteria. Retro fit patrol vehicles with siren cut-out for safety. Retro fit sign truck to extend life for 5 additional • years. Utilized State of Oregon vehicle rental program • for temporary use vehicles. Inventory and catalog all small power equipment. , i 104 id ei :><<i;<< <<> <<<>><>" ««<?<<> <><>>;< ><><>;<»> <<?<>' t.,,,...8.:::.9.:..: ..::.:....:::..:.::::...:.;::.;:.;.::.;::.;:.:;.::.;:.;.:.;::...........f.....tt...... it ..T K. Bu'...... ei > i.....2. t>` Fleet:A a'i`~ife _::s:::::::::: s :::::......:::::::::::::::::::::::::::e>:::::? Performance Measurements 1996/97 1997/98 1998/99 1999/00 Number of Police vehicles maintained 39 42 44 40 Number of Street vehicles maintained 13 13 13 13 Number of Wastewater vehicles maintained 13 13 13 13 Number of Grounds vehicles maintained 10 10 10 10 Number of Water vehicles maintained 21 21 21 21 Number of other division vehicles maintained 21 21 21 21 Number of total rolling stock 117 120 122 118 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Fleet Maintenance Supervisor 1.00 1.00 0.00 1.00 Fleet/Facilities Supervisor 0.00 0.00 0.50 0.00 Mechanic 1.00 1.00 2.00 2.00 Total Positions 2.00 2.00 2.50 3.00 Service Level Standards Emergency situations that occur 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. Complete scheduled maintenance within five days of schedule date. 105 . S :::::::::.:..::::::::::::::::::::kY...:::..::::.. ...::...:..........x3.................................:::::::::.:::::...::::;;:.;;;:.:::.;:::.:::::::.:._:::.::.:::::.:::::::.: ......::::.:::::::::.:::::::....tu ..............................:...........o . . .::............................::::::::::::::Rc:::::a€.:::..:::::: i.::::::::::tad::.::.:.....................P.....................P....F <9991.f#F~»<:«::<::::: <~~9f5.E#>:::<:: :>:>:>::>>998f9~.::.:::. ................'I.........................~..................... Personal Services Positions 2.00 2.00 2.50 3.00 3.00. 3.00 • Wages 77,596 80,264 90,261 119,832 119,832 119,832.- Overtime 3,272 2,713 1,500 -2,519 2,519 2,519. Worker's Compensation 1,966 3,134 2,604 3,034 3,034 3,034 • Payroll Taxes 7,002 7,117 7,953 10,360 " 10,360 10,360 Retirement 10,142 9,259 9,620 12,698 .1 2,698. 12,698 Group Insurance 9,081. 8,607 11,115 12,083 12,083 12,083 Total Personal Services 109,059 111,094 123,053 160,527 160,527 160,527 • Materials & Services • Water Costs 0 0 0 0 0 01 Prof. & Contract Services 4,478 2,555 4,170 5,683 5,683 5,683 Repair & Maintenance 7,962 7,752 9,560 8,100• 8,100 81100 Special Dept. Expense 463 340 900 1,000 1,000 1,000 Office Supplies 7 40 100 100 100 100 0 Advertising & Publicity 0 0 425 0 0 0.. Fees/Dues/Subscriptions 691 273 400 .400 400 400 Travel &Training 114 627 800 1,525 .1,525 1,525 • • Fuel Expenses 830 852 1,000 800 800 800, Computer Software 0 0 0 0 0 0 Rents & Leases 51 0 0 0, 0 0 Utilities 231 8 0 100 100 100. • Insurance 0 0. 0 0 0 -0 Library Materials 0 0 0 0 0 0 Total Materials & Services 14,827 12,447 17,345 17,708 17,708- 17,,708 • Capital Outlay Land & Improvements 0 0 0 0 0. , 0, Building & Improvements 0 0 0 0 0 0" • Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 0 0 0 0. 0 0 Computer.Equipment 1,680 0 0 0 0 0 Operation Equipment 0 572 5,700 4,050 41050 4,050, • Computer Software 0 0 0 0 0 0 Total Capital Outlay 1,680 572 5,700 4,050 4,050 4,050 • Total Budget Unit 125,566 124,113 146,098 182,285 .182.28.5- 182,285 • 106 P 1 ......k 3...... P . ~*..op . rt ..j l n~ ...rn ri...:.. Program Summary: 1999/00 Goals and Objectives: The Building Maintenance Division is responsible To provide a more secure working environment for for the cleaning, maintenance and repair of all employees both during regular and after normal City facilties. The Division administers the operating hours by use of the card lock security access janitorial contract for cleaning of City facilities. system. There are two Building Maintenance employees who report to the Property Manager who reports To consolidate fire sprinkler service and testing; fire directly to the Public Works Director. alarm service and testing; fire extinguisher service and testing; emergency exit lighting service and testing; and fire and security alarm monitoring into one contract. Implement all approved ADA upgrades. 1998/99 Accomplishments: Complete all RFA requests within two working days of Installed rubberized roofing material on the submittal. Library and Police Departments. Conduct an energy audit of all City facilities. Repaired and/or replaced leaking windows on the Library, City Hall, and Police facilities. Initiate an HVAC unit replacement schedule for incorporation into the 2000/20001 budget. Installed card lock security system at the Library, City Hall, Police Department, Water Building, Prudent use of funds to maximize tax dollars. Niche and Public Works. Program Highlights: Installed smoke detectors and alarms at Library Perform ADA upgrades on City facilities to promote and Public Works. better utilization of facilities by citizensiemployees with disabilities. Installed panic bars at the entry to the Water Building. Consolidate emergency services and monitoring to provide better service at a lower cost. Purchased new allulite folding tables for use at City Hall, Senior Center, and Water Building. Perform Energy audit, which will identify areas of potential cost savings associated with remodeling, Public Works Building exterior was painted. replacement of light fixtures, HVAC units or other energy consuming devices. Installed new sub surface roof drain line at Senior Center to eliminate a foundation leak in basement area. Performed minor remodeling at Niche to improve access to the computer room. 107 ><«:<<«<`:><<'><>':><<><>`><<<««««<<> >««>«<»««<`?><<<`<>'»<<<>>':<`«<s>>''»>` 1..........A......td.....L# e 91 : :::::::<::>::>:::<:>:<>:::::.:::<>:>:>::::>:>:>f: >.....t std: ;Cti . 6 Pao :::::rt: ; (1tl f :erise :...:..9.:. t.:::: ► :f:.::: 4.::..: FQ....Y ..............1.................................................................................................................................................. . Performance Measurements 1996/97 1997/98 1998/99 " '1999/00. • Number of buildings maintained - 16 16 16 Number of on-going contracts administered - 5 5 9 • Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Building Maintenance Technician 11.00 • 1.00 - 1.00 1.00 Building Maintenance Specialist 0.00 . 0.00 1.00 1.00 Building Maintenance Supervisor 0.00 0.00 0.50 1.00 Total Positions 1.00 1.00. 2.50 3.00 Service Level Standards Meeting room set ups daily as required. Emergency exit lighting and signs inspected monthly. Automatic fire sprinkler system at all City facilities serviced and inspected twice yearly. • HVAC systems of all City facilities serviced and inspected four times yearly. Elevator system for Senior Center serviced and inspected annually.' Adjust time, clocks in City Hall, weekly. r 108 • . 9 :.:E} 1 8113 .9 .......t.......13...d 1? 1 ...:.....G :...d.e: ro ert RAaRa ernent . . 1:t..:.::.:..:::.:....2.::...::. «<?<>a;::;:> ' te' se d.. R :Act a '.t < Prte u .............:..:::.:::.::.~P.. r.. ::::gr Llescn .ices X93619:7<:::>:::::<1:9S. 9a P.............. Personal Services Positions 1.00 1.00 2.50 3.00 3.00 3.00 Wages 28,878 25,322 90,461 112,154 112,154 112,154 Overtime 947 121 500 880 880 880 Worker's Compensation 970 1283 3,047 3,269 3,269 3,269 Payroll Taxes 2,576 2,119 7,884 9,571 9,571 9,571 Retirement 3,570 2,040 9,536 9,149 9,149 9,149 Group Insurance 4,935. 8,332 11,974 12,033 12,033 12,033 Total Personal Services 41,876 39,217 123,402 147,056 147,056 147,056 Materials & Services Water Costs 0 0 0 0 0 0. Prof. & Contract Services 106,528 125,250 244,038 164,974 164,974 164,974 Repair & Maintenance 23,803 17,524 33,100 44,250 44,250 44,250 Special Dept. Expense 319 251 800 1,000 1,000 1,000 Office Supplies 68 42 100 300 300 300 Advertising & Publicity 59 285 425 2,425 2,425 2,425 Fees/Dues/Subscriptions 132 113 300 650 650 650 Travel & Training 269 534 500 1,300 1,300 1,300 Fuel Expenses . 212 130 800 1,600 1,600 1,600 Computer Software 0 0 0 0 0 0 Rents & Leases 818 869 1,000 4,500 4,500 4,500, Utilities 347 29 300 150 150 150 Insurance 0. 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 132,555 145,027 281,363 221,149 221,149 221,149 Capital Outlay Land & Improvements 0 0 0 0 0 0 • Building & Improvements 2,300 0 0 125,900 125,900 125,900 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 9 0 0 5,750 5,750 5,750 • Computer Equipment 0 0 0 0 0 0 • Operation Equipment 3,059 0 0 1,700 1,700 1,700 Computer Software 0 0 0 0 0 0 • Total Capital Outlay 5,368 0 0 133,350 133,350 133,350 Total Budget Unit 179,799 184,244 404,765 501,555 501,555 501,555 • 109 X 9:::.::: A s ked: ...:..9 X X., Program Summary: 1999/00 Goals and Objectives: The Utility Manager reports•to the Public Works Continue to develop cooperative agreements for,our Director. The Water Division has the long-term water supply needs. • responsibility to maintain, repair and expand the water system, while at the.same time providing Continue our commitment,to and expand the,water a dependable water supply at the highest quality conservation program. to its customers. The'Tigard Water Service Area is comprised of the cities of-Durham, King Implement and utilize the Hansen computer software City, two thirds of Tigard and the program for developing a preventive maintenance • unincorporated areas of the Walnut Island and program, record keeping and the replacement of the Bull Mountain (Tigard Water District).' existing inventory system.. • 1998/99 Accomplishments: Provide efficient and effective maintenance,of,the Completed, in the spring of 1999, the cleaning water system. of three reservoirs utilizing hard-hat divers while • the reservoirs remained in operation. Continue our commitment to the line flushing program. a The 3.5 MG Menlor reservoir was filled and Develop, a cooperative working relationship with • placed into service in August 1998. This project Engineering for.better, coordination of projects. was completed December 31, 1998, with the exception 'of some hydro-seeding to be Continue cross-training of Utility Division personnel.. completed in the spring of 1999, under budget. This,project has also been nominated for two Continue to expand the opportunities for volunteer, outstanding project awards. involvement in the Water Division. Completed, with contract labor, a portion of the Replace twenty, 2 port fire hydrants, with new 3 port, • large water meter replacement program. In fire hydrants. December, thirty-eight - 1.5", forty-two - 2", four 3" and two 4" meters were replaced. Program Highlights: • Reorganization of the Water Section to create a second • Raw water monitoring of the Willamette River in Water Supervisor position. Also, .a request for'an Wilsonville began on July 10, 1998. This additional employee to create a Water Resource program is expected to continue through July Specialist position. This position will provide additional 1999. It may continue beyond that date staff support for the selection and implementation of a depending upon which water source option is long-term water source. selected. Third year of a reservoir cleaning program that utilizes • Received the two plans/proposals on long-term divers to clean the reservoirs while-they remain in water supplies on December 15, 1998. operation. The removal of two underground storage tanks Continue the meter, replacement program consisting of • for diesel fuel to operate emergency power replacing all meters 1. 1/2" and larger, with meters generators at the High Tor and Gaarde Street capable of capturing additional. revenues. reservoir sites were completed on time and • $40,000 under the budgeted amount. Construction of a new 24-inch water main along SW Beef Bend Road from SW 131st Avenue to SW King" Hired a Water Quality and Conservation Arthur. This project replaces an.existing 12-inch water Program Coordinator, with emphasis on main with a 24-inch to increase transmission/. conservation. distribution capacity. Project is being coordinated with Washington County's MSTIP 3 project. , 110 ....Y.................... 1!V><::<:;>> > i> <!i`< << i : s . ` is [<«'<.. 'Bu:d a 'Untt 7'0 der 9.. : Performance Measurements 1996/97 1997/98 1998/99 1999/00 Miles of water mains 210 214 218 220 Reservoirs 12 12 13 13 Fire Hydrants 1,620 1,660 1,700 1,740 Pump Stations 6 6 6 6 Meters and Services 13,900 14,309 14,700 15,050 Pressure Reducing Stations 14 15 16 17 Wells 4 4 4 4 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Utility Manager 0.34 0.50 0.50 0.50 Operations Manager 0.75 1.00 0.00 0.00 Water Operations Supervisor 0.50 1.00 1.00 2.00 Sr. Utility Worker 3.00 3.00 3.00 3.00 Water Works Inspector 1.00 1.00 1.00 0.00 Water Quality and Conserv. Program Coordinator 1.00 1.00 2.00 2.00 Utility Worker II 7.00 7.00 7.50 7.50 Maintenance Services Tech (Micro Comp. Spec.) 1.00 1.00 1.00 0.00 Engineering Tech II 0.00 1.00 Water Resource Specialist 0.00 1.00 Total Positions 14.59 15.50 16.00 17.00 Service Level Standards Emergency situations (i.e. water main break, wind/winter 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 after notification. Respond to citizens inquires within twenty-four hours. Read one half of the meters within the Water Service Area monthly. Water meters will be installed within seven working days of purchase. Water, sanitary sewer and storm sewer lines to be located within forty-eight hours of notification. Assist in designated community events in a manner that promotes good will between the City and the community. 111 ...............4..d.,.G:::::::.::::::::::::::::::::::::........................................................::...:::::..:._:.. 21G 7. a <<dp to . :..:...:.:...:...:..:.:.:.:...:.::::.......:...........................................i....:............tal........... Rk.. ......d.::.::::..o...Pp::.:...............................................R....:.:. >9991U31>[ es... rt ~:........:::........:...::.....1391..7 3.~...7~.......::,.:..::'~:..:::::.~.::::.:::.::::.:'~.::.::::f..:: Personal Services Positions 14.59. 15:50 .16.00 17.00 17.00. 17.00.. Wages 474,440 421,888 5.93,860 ' 61"6,081 616',081 616,081 Overtime 24,421 20,993 21,750 23,803 23,803 23,803 Worker's Compensation 6,767 11,020 12,016 10,154 10,154' 10,154 Payroll Taxes 42,265 42,032 53,359 54,183 54;183 54,183 • Retirement 62,698 45,763 63,145 65,127 65,1127 65,127 Group:lnsurance 50,382 49,913 68,865 79;794 79,794 79,794 Total Personal Services. 660,973 591,609 812,995. 849,142 849,142 849,142 . Materials & Services Water Costs 2,162,943 2,094,245 2,264,040 -3,275,100 ' 3,275,1'00 3,275,100 • Prof. & Contract Services 161,089 249,778 167,005 264,430 2641430' " 264,430 • Repair & Maintenance 126,097 140,308 171,400 235,400 235,400 235,400, Special Dept..Expense 5,969 10,213 6,265. 7,084. 71084. 7,084 Office Supplies 31431 6,728 3,000 3,000 3,000,- 3,000 • Advertising &.Publicity 11,870 13,940 18,650 .69,740 69,740 69,740 Fees/Dues/Subscriptions 3,768 '3,421 6,459. • 6,320 6,320 6,320 Travel & Training 4,438 7,797 12,000, " 10,000, 10,060 10,000 Fuel Expenses. 17,073 13,789 18,500 15,000 '15,000 15,000 • Computer Software 0 929 0'. 0 0 0 Rents & Leases 293 835 2,600 3,000 3;000 3,000 Utilities 5,528 3,455 4,090 .4,000 4,000 4,000' Insurance 9 1,437 1,000, 1,000 1,000 1,000 Library Materials . 0 0 0 0 0. 0 Total Materials & Services. 2,502,508 2,546,875 2,675,009 3,894,074 3,894,074 3,894,074 Capital,Outlay • Land Improvements 0 24,093 77,000 36,500 36;500: 36,500' i Building & Improvements 0 3,024 3,800 0 0 0 Vehicles 6,233 28,579 80.000 40,000 40,000 . 40,000. • Office Furniture & Equipment 1,712 2;404 900 0 0 0 Computer Equipment 4,455 5,094 7,500 0 0 0 Operation Equipment 14,380 42,709 26,050. 92,090 92',090 927090 • Computer Software 0 0 0 0" 0 0 Total Capital Outlay 26,780 105,903 195,250 168,590" 168,590 168,590 Total Budget Unit 3,190,261 3,244,387 3,683,254 4,911,807 4,911,807 4;911,807 • 112 Development Services Program Administration Building Inspection Current Planning Long Range Planning Engineering Street Lights/Signals City of Tigard, Oregon T;gard, Oregon C;ty of ;i ..cs # . Development Services Community Development Engineering Building Current Long Range Street Administration Inspection Planning Planning Engineering Lights Ac : ......................................................................................................................~I..t..:.:.:... • . esc #ao «;::<:::<::.<:::•:>:::>: 9W5.±3 13 1 > P # Positions 41.00 52.00 53.00 50.00 50.00 50.00 Personal Services 2,014,505 2,509,105 2,931,894 2,899,681 2.908,665 2,908,665 Materials & Services 703,556 715,954 981,115 955,431 958,831 958,831 Capital Outlay 80,241 78,656 91,275 72,720 72,720 72,720 Total Development Services - by Category 2,798,302 3,303,715 4,004,284 3,927,832 3,940,216 3,940,216 Administration 443,333 508,345 561,802 578,368 580,768 580,768 Building Inspection 749,495 978,134 1,279,082 1,154,893 1,154,893 1,154,893 Current Planning 298,966 351,567 408,198 374,635 374,635 374,635 Long Range Planning 292,739 258,428 337,054 349,929 349,929 349,929 Total Community Development-by Department 1,784,533 2,096,474 2,586,136 2,457,825 2,460,225 2,460,225 Engineering 740,943 880,505 988,148 1,040,007 1,049,992 1,049,992 Street Lights 272,826 326,736 '430,000 430,000 430,000 430,000 Total Engineering - by Department 1,013,769 1,207,241 1,418,148 1,470,007 1,479,992 1,479,992 Total Development Services - by Department 2,798,302 3,303,715 4,004,284 3,927,832 3,940,216 3,940,216 113 000 .l~0000 ,0 0 o Y O U P ...............9................-..................................................................:.:::.:::.::.:::::.::......::::::::•:::::.::::::::..::::.:::............................................................. T. t ..Q.... ~t Community Development I i Administration Building Current Long Range - Inspection Planning Planning saved<? .A o ;~ettial::::»<:Adv :tetf.....- ..ro Qo f98798<:;«::a :>::>:<:::;:;:»;:;;<:.:>:«<;;;:.:; :::r..::25G . t)rT.':<::<::::«::>::>:::::::»::»::::<»>?:•::s::»::>::::::>::>:#88BE8:::....... # Positions 27.00 38.00 38.50 34.50 34.50 34.50 Personal Services 1,403,351 1,736,843 2,087,956 1,969,234 1,969,234 1,969,234. Materials & Services 342,226 305,220 454,905 454,321 456,721 456,721 Capital Outlay 38,956 54,411 43,275 34,270 34,270 34,270 Total Community Development - by Category 1,784;533 2,096,474 2,586,136 2,457,825 2,460,225 2,460,225 • Administration 443,333 508,345 561,802 578,368 580,768 580,768 Building Inspection 749,495 978,134. 1,279,082 1,154,893 1,154,893 1,154,893 Current Planning 298,966 351,567 408,198 374,635 374,635 374,635 Long Range Planning 292.739 258,428 337,054 349,929 349,929 349,929 • Total Community Development - by Department 1,784,533 2,096,474 2,586,136 21457,825 2,460,225 2,460,225 114 : ::...............Y...................::::.:..:.. tl E Matto : ><::>:<:::>:::::::<:::::>::::>::::<>;:>>::::::><::::>::««>::><:::<:>:<:::>::>:<:>::»;:><::<... ......tt1f,..... . Program SuritmaN: The Department met performance: standards established by, The Community Development Department the City Council. • includes.the Long Range Planning, Current Planning, and Building Divisions. The The Housing Inspection Program was implemented in the Development Services Team (DSTs), which is part Spring. of CD Administration, provides information regarding development regulations; policies, and Washington County adopted the revised Community procedures. The CD Director is responsible for Development Code provisions for the urban services area. the overall.management'of the functions of the . Department, which includes community planning; With-the adoption of the-revised Community Development administration of the Development Code; parks _ . Code several provisions of the Metro 2040 Functional Plan planning and development: building plan review were implemented. „ • and inspections; general economic development activities; and customer service at the front - 1999/00 Goals and Obiectives: counter. The-DSTs, coordinate the development Complete discussions with the County about-providing long' • process with planning; engineering, and building.. range planning services to portions of unincorporated The DSTs also provide assistance-and Washington County.' coordination for development approvals and permit issuance to the public and other agencies, Complete purchase of lands identified through Metro in addition to general front counter service duties. Greenspaces program. 1998/99 Accomplishments: Assist Engineering in completing the City's transportation Completed Permit Plan Software conversion and improvement program. training for all users from a DOS based system to a Windows CS version. The conversion continued Assist the Tigard Central Business District Associaton in into Spring of 1999. This was due to the delay in' developing a plan for the, downtown. the release of the;new version and scheduling difficulties. Implement the City's master plan for parks., • Instituted fully operational over-the-counter permit Establish an'annexation policy for the City. and over-the-counter review process of commercial. projects, meeting established Continue to support intra-city Tri-Met Bus service threshold' criteria. Initiate CD Visioning goals and strate gies: Completed revisions to the Community Development Code. Program Highlights: The budget includes additional training costs for our new • Initiated discussions with he County about permit tracking. program. This is necessary to' insure. staff , long range services to portions software. i providing 9 planning has sufficent training on this new of unincorporated Washington County. • The budget includes additional funds for Hearings. Officer , Completed analysis and updating of annexation services and includes funding for specialstudies,to address policies. Visioning goals and strategies. We were actively involved with the Metro 2040 This year's budget includes funds to purchase and install a process, keeping the Commission and Council program to link our permit database to the internet., informed and providing comments to Metro. . Depatments budget includes funds for the Community, The Department'initiated the Washington Square Housing program. Regional Center Planning study. A 24 member . Task Force, staff and consultants met several Program includes funds,for the implementation of the times throughout the year establishing guiding Downtown Plan that is being initiated by the Tigard Central principles for the plan. Traffic, land use, natural Business District Association. , resources, etc. were also reviewed. a 115 i r. : ~tCl.d 'u;.e::::::::::::` ::::::::::i::::i::::::::':::::::::::;:':::::;::i:::::':;::: ds R.........A.....fe ...f3 P a . c......n:..:.......................:.:.......:..:.:.::::::::::::::::.:::::::::::::.:::..::::. Y:: .::.....:.9::::.:::,...::::::9 insfr ron...,;;:.;:.> Emit::::::2 Performance Measurements 1996/97 1997/98 1998/99 1999/00 Customers served at the CD counter 8,000 9,500 10,000 10,000 Customers served by DSTs on the phone 9,000 10,650 11,300 11,000 Permits issued (includes land use permits; 3,800 4,480 5,000 5,700 building, plumbing, sewer, electrical, mechanical, street opening and misc. permits) Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Director of Community Development 1.00 1.00 1.00 1.00 Senior Administrative Specialist 1.00 1.00 1.00 1.00 Development Services Supervisor 1.00 1.00 1.00 1.00 Development Services Technician 4.00 5.00 5.00 4.00 Administrative Specialist 1 1.00 1.00 1.00 1.00 Development Services. Specialist' 1.00 • Total Positions 8.00 9.00 9.00 9.00 Service Level Standards + Services provided by the Development Services Technicians (DSTs): Preliminary and post plan review • Commercial/residential - new: 2-3 days • Commerical/residential - TI or addition: 1 1/2 - 2 days Phone service • 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. With current staffing, the service level standards are being met. • 116 .............6...A............13?...t...........................................................................................::::::.::..:..::.::.::..:::::.::::.::::::::::::::::::..,..,::...::::::::.::::.::::::.:::.::.:. Y '4 1<.. u......a..t... n <»ed> e`` . Personal Services Positions 8.00 9.00 9.00 9.00 9.00 9.00 Wages 271,132 302,107 333,560, 361,381 361,381, 361,381 Overtime 8,266 5,637 7,500 0 '.0 0 Worker's Compensation 705 1,308 000 834 834. ..834 • Payroll Taxes 23,826 25,753 29,126 '30,209 30,209 30,209 • Retirement 32,756 29,452 36,486 37,353 37,353 37,353 Group Insurance 24,825 28,488 31,154 39,389. 39,389 39,389 Total Personal Services 361,510 392,745 438,726 469;166 469,166 469,166 • Materials & Services Water Costs 0 0 0 0 0 0' Prof. & Contract Services 27,828 66,276 461700 61,000 61;000 61,000, Repair & Maintenance 4,937 2,612 2,200 2,470 2,470 .2,470 . i Special Dept. ExPense 4,708 743 1,100 300 300 300 Office Supplies 16,573 17,943 24,500, 25,010 25,010 . 25,010. • Advertising Publicity, 475 577 300 300 300 300, Fees/Dues/Subscriptions 10,769 435 600 1,000 3,400 3,400 Travel & Training 3,219 5,609 7,946 13,120 13,120 13,120 Fuel Expenses 395 .319 710 710 -710 - '710 Computer Software 0. 85 29,000 0 0 0 Rents & Leases 0 0 01 0 .0 0 Utilities. 363 26 500. 572 572 572-, . Insurance 0 365 0 0 0 0 • Library Materials 0 0 0 0 0 0 Total Materials & Services _ 69,267 94,990 113,556 104,482 106,882 106,882 Capital Outlay Land &,Improvements 0 0 0 0 0-- 0. Building & Improvements 1,067 0 0 .0 0 0 • Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 5,811 3,000 3,145 4,720- 4,720 4.720• Computer Equipment 5,678 17,610 61375 0 0 0 . Operation Equipment 0 0 0 0 0 0 . Computer Software 0 0 0 0 0 0 Total Capital Outlay 12,556 20,610 9,520, 4,720 4,720 41720 . Total Budget Unit 443,333 508,345, . 561,802 578,368 580,768 580,768 • 117 . 4t > > > <<> >>'s' > s > ' < > > tai .........:........:.:......................d .....1f............. 2. . dreg. D:.:;#:: i Program Summary: 1999/00 Goals and Objectives: The Building Division, part of the Community Provide plan review and inspection services for over Development Department, is responsible for 5,000 building, site, electrical, plumbing, mechanical, reviewing plans, issuing permits, and sewer, and manufactured home permits. inspection of construction to ascertain compliance with the State Building Code (Title Provide services under the Housing Inspection 14 of the Tigard Municipal Code [TMC]), Program. which adopts the State One and Two Family, Structural, Mechanical, Plumbing, and Provide enforcement of Title 14 of the Tigard Municipal Electrical Specialty Codes and other State Code and other related codes and ordinances. rules and statutes, as well as enforcement of other requirements of the Tigard Municipal Continue to evaluate all areas of service provisions and Code and Community Development Codes enhancements. and ordinances, including the Housing Code. The Building Division is managed by the Program Highlights: Building Official and comprised of plans This year's budget introduces the Electrical Inspection examiners, inspectors, and support staff. Urban Services Fund to segregate costs and revenues associated with the electrical inspection program in the Urban Services area. 1998/99 Accomplishments: Projected to provide plan review and This year's budget reflects a decrease from 19 to 15 inspection services for over 5,700 building, fulltime employees. This reduction is due to the site, electrical, plumbing, mechanical, sewer, elimination of vacant inspector and plans examiner and manufactured home permits. positions. These positions had been provided in anticipation of the addition of the Urban Services area, but are not needed. . Housing program implemented. Beginning 7/1199, Tigard will begin providing electrical inspection services for King City. Tigard currently Fee analysis completed and updated fees provides all other building inspection services for King adopted by Council. City. No significant staff or revenue implications are anticipated. Continued to provide enforcement of Title 14 of the Tigard Municipal Code and other related codes and ordinances. Several new operational and enforcement policies were implemented. This is an on- going function. 118 55.......t .:.A l....t....... ...d ' .e : • fig.:Ir .::.A Performance Measurements 1996/97 1997/98 1998/99 1999%00 Single family units -(Tigard) 355 147 225 190. Single family valuation (in millions) (Tigard) $59.5 $30.8 $47.0 $40'.0 Single-family units (URB) 1.88 210 210 Single-family valuation (in millions) (URB) $29.5 $33.0. $3.4.0 Multi-family units (Tigard) 621 375 372 337 Multi-family valuation (in millions) (Tigard) $38.2 $0.5 $23.0 $21.0 Multi-family valuation (in millions) (URB) $0.2 S0.0 $0.0 • Commercial valuation (in millions) (Tigard) $44.2 $45.4 $38.0 $50.0 Total valuation (in milliions) (Tigard). $142.0. $76.6 $108.0 $111.0 Total valuation (in millions) (ORB) $31.0 $33.0 .$34 ' 0 Number of inspections (Tigard) 18,377 16,077 19,000 18,000 Number of inspections (URB) 7,349 .8,000 8,000 Total number of permits (Tigard) 41,514 3,668 4,050 3,800- Total number of permits (URB) 1,224 1,650 1,650 • Full Time Equivalent Positions , 1996/97 1997/98 ,1998/99 1999/00 Building Official 1.00 1.00 1.00 1.00 Inspection Supervisor 0.00 1.00 1.00 1.00 Plans Examination Supervisor 0.00 1.00- 1.00 1.00 Commercial Plans Examiner 1.00 . - 0.00, -0.00 0.00 Senior Plans Examiner - 0.00 0.00 1.00 1.00 Plans Examiner 1.00 3.00 2.00 1.00'. Senior Inspector 3.00 3.00 3.00 3.00 Inspector II 1.00 5.00 4.50 2:50 Inspector I 2.00 2.00 3.00 2.00 Administrative Specialist II 1.00 1.00 2.00. 2.00 Administrative Specialist 1 0.00 1.50 0.50 0.50 • Customer Service Supervisor 1.00 0.00 •0.00' 0.00 Development Services Technician 3.00 0.00 0.00- 0.00 Total Positions 11.00 18.50 19.00 15.00 Service Level Standards inspection. requests received on inspection recorder by 6pm will be performed the`next day (some next day carry- over is required on days of peak work-load. combined with staff shortages). • 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. NOTE: Some single-family and commercial plan reviews may be provided "over-the-counter", pursuant to the Over-the-Counter review criteria. With current staffing levels, service standards are being met. 119 1:.9.. ...:4QAcfo d..l3ud e . . d .....f......~ . ..:.fir.. : 224 Q `te ed» n o > A ::>:::=>::::>>:_<>:<:>::>::»::>::»ss>s;:>::>:<:»::>:.»;:>:>:>a::>::::et: "a ...A al...... P ....:......rv............Ad. P..:...:................ P.....::.:.:.:.......::..:....:. p P < :cri t c ::;:::>:::»:>::<:::>::::>::::>:::6t~: <::.:9>::::>:::::...1 9 4...... Personal Services Positions 11.00 18.50 19.00 15.00 15.00 15.00 Wages 476,131 638,590 823,788 710,941 710,941 710,941 Overtime 6,627 9,079 12,000 0 0 0 Worker's Compensation 2,927 6,543 7,694 5,680 5,680 5,680 Payroll Taxes 41,271 55,081 72,443 60,200 60,200 . 60,200 Retirement 55,025 58,040 85,926 72,911 72,911 721911 Group Insurance 38,209 45,898. 72,610 62,908 62,908 62,908 Total Personal Services 620,190 813,231 1,074,461 912,639 912,639 912,639 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 61,811 93,832 58,600 75,500 75,500 75,500 Repair & Maintenance 7,768 4,889 8490 10,430 10,430 10,430 Special Dept. Expense 12,762 11,325 26,395 34,500 34.500 34,500 Office Supplies 3,843 274 0 0 0 0 Advertising & Publicity 2,952 1,523 660 660 660 660 Fees/Dues/Subscriptions 615 832 1,375 975 975 975 Travel & Training 8,504 15,294 26,915 26,915 267915 26,915 Fuel Expenses 3,244 3,180 8,580 8,580 8,580 8,580 Computer Software 0 905 0 0 0 0 Rents & Leases 73 5,602 49,491 53,029 0 0 Utilities 4,687 5,569 7,115 7,115 53,029 53,029 Insurance 727, 894 0 0 71115 7,115 Library Materials 0 0 0 0 0 0 Total Materials & Services 106,986 144,119 187,621 217,704 217,704 217,704 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 444 2,552 0 0 0 0 Vehicles 0 0 0 20,000 0 0 Office Furniture & Equipment 2,788 3,675 13,200 4,550 0 0 Computer Equipment 19,087 14,557 3,800 0 20,000 20,000 Operation Equipment 0 0 0 0 4,550 4,550 Computer Software 0 0 0 0 0 0 Total Capital Outlay 22,319 20,784 17,000 24,550 24.550 - 24,550 Total Budget Unit 749,495 978,134 1,279,082 1,154,893 1,154,893 1,154,893 120 :Q..:.c X : : i : Program Summary-'' 1999100 Goals and Objectives. The activities within the Current Planning Monitor effectiveness of new code. • program.include providing zoning and ' development information, as well as Develop list of potential revisions. conducting pre-application conferences and reviewing applications for zone changes, Continue to process' urban service area land.use • sensitive lands subdivisions, variances, applications: planned developments, land partitions, site i 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 on comprehensive plan • amendments and annexations. The Current Planning Division applies and, in certain cases, updates the Comprehensive Program Highlights: Plan and the Community Development Code. Staff support is provided to the Planning Budget reflects less advertising costs as result of Commission, Hearings Officer, CITs, two code rewrite.. i CPOs,and miscellaneous working groups. This Division is also responsible for general code Payment of Boundary Commission annexation-fees, enforcement activities. eliminated. Metro processing fee added Budget reflects added Hearings Officer . • 1998/99 Accomplishments: responsibilities, as result of code, rewrite. Completed new Development Code revisions. Implemented revised code processes. Training for staff in new code. Continuing plan review in County Urban Services area. 121 • 99~01€1Aca .Ee....B.... ...t AEIr 3]t.l l8nt~ ri. :::»::::>:::<::>;:::::::>:<:::::::::::<:>::>::......: . <'>:><z:;<:1,...:>::>:::::»: <:<:..;... . , ..I....... . G ....::...................................................................................9................................. Performance Measurements 1996/97 1997/98 1998/99 1999/00 Director's Land Use Decisions 238 240 227 230 Planning Commission/Hearings Officer 30 33 29 30 City Council Land Use Hearings 19 9 15 10 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Planning Manager 1.00 1.00 1.00 1.00 Associate Planner 2.00 3.00 3.00 3.00 Administrative Specialist II 1.00 1.00 1.00 1.00 Code Enforcement Officer 1.00 1:00 1.00 Administrative Specialist 1 0.50 0.50 0.50 Total Positions 4.00 6.50 6.50 6.50 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 Amendments) Time frames do not include call up or appeals. Time frames are partially dependent on Hearing Body schedule and project complexity, but the above standards are met for almost all cases. 1,22 ? :»»>«::::::::::::::::::::::::::::::>:::::::>::::>::;::::>::>::::>::::>::::>::>::::>::::«:>«:::<:::kf.::....#...:. std. .:...:::n Adu d.::.:.:::. :A ri. Personal Services Positions 4.00 .6.50 6.50 6.50 6.50 6.50 Wages 161,921 233,389 252,547 247,764 247,764 247,764 Overtime 67 1,269 0 0 0 . 0 Worker's Compensation 348 814 628 541 541 541 Payroll•Taxes 13,863 19,834 21,890 20,267 20,267 20,267 Retirement 19,901 23,033 28,064 26,520 26,520 26;520 Group Insurance 18,948 23,351 25,704 27,674 27,674 27,674 Total Personal Services 215,048 301,690 328,833 322,765' 322,765 322,765 • Materials & Services • Water Costs 0 0 0 0 0' 0 • Prof. & Contract Services 69,038 21,013 44,580 29,080 29,080 29,080 Repair & Maintenance 1,545 523 3,530: 2,420 2,420 2,420 Special Dept. Expense 523 785 2,250 2,000 2,000 2,000 Office Supplies 23 154 0. 0 0 0 Advertising & Publicity 7,327 8,883 6,500, 3,000 3,000 3,000 Fees/Dues/Subscriptions 21'231 5,370 4,095 5,160 5,160 5,160 Travel & Training 418 2,337 51580 6,075 6,075 6,075. . Fuel Expenses 150 589 1,135 1,095 1,095 1,095 Computer Software 0 210 0 0 0 0 Rents & Leases 0 0 0 ,0 0 - 0 Utilities 18 264 540 540 540 .-540 Insurance 0 365 0 0" 0 0„ Library Materials 0 0 0 0 0 0 Total Materials & Services 81,273 40,493 68,210 -49,370 49,370 49,370 Capital Outlay Land & Improvements 0 0 0 0 .0 0 Building & Improvements 148 0 0 0 0 0 .Vehicles 0 0 0 0 0 0 Office Furniture Equipment 218 0 5,200 - 2,500 2,500 2,500 Computer Equipment 2,279 9,384 5,955 0 0 0 Operation Equipment 0 0 0 0 0 0 Computer Software. 0 0 0 0 0 0 Total, Capital Outlay 2,645 9,384 11,155 2,500 2,500, 2,500 O Total Budget Unit 298,966 351,567 408,198, 374;635 374,635 374,635 O 123 O Q of:..:t a.d..0 ...n.:..:..:.....:.......:.............................................................. s'!.!?~'''' E'?>{>.' Program Summary: 1999/00 Goals and Obiectives: Long Range Planning and Project Continue to analyze and provide Development is responsible for monitoring and recommendations for Comp Plan and Code analyzing present and. future physical, Amendments to implement the Metro 2040 demographic, economic and development Functional Plan, the RTP, and provide a public conditions and trends; clarifying and involvement program. recommending ways to implement shared City goals; developing and implementing growth Respond to changing policy developments management and annexation programs: relating to regional issues and annexation. maintaining, updating, and implementing Tigard's Comp Plan; conducting technical If available, apply for grants to assist in studies and special planning projects such as ' completion of the Metro 2040 implementation. park and natural area, planning urban design and special studies; transportation planning; Respond to applications for comp plan coordination of planning issues with other amendments and zone changes. jurisdictions; developing and maintaining city wide geographic information mapping system. Identify and purchase properties within the trail corridor. Long Range Planning provides support to the City Council, Planning Commission, Increase access to GIS abilities for staff and neighborhood and community planning public. organizations. The Division also provides policy support to the City Manager. Increase Internet access to information available through the GiS system. 1998/99 Accomplishments: Monitored and informed Council of issues Program Highlights: associated with Metro 2040 growth Additional software will allow more efficient use management issues. of the GIS system and increase ability to post items-to the City's web page. Formed and began work with a task force to complete master planning for the Washington The Tigard Central Business District Association Square area. (TCBDA) has been formed and have adopted an action plan. Funding to assist in implementation Completed the park system master plan. of that plan has been included in the 1999/00 budget. Identified and purchased properties within the trail corridor. Completed training of City personnel in utilization of the "Magic" software program. Submitted a "Compliance Plan" for Metro approval. 124 X X. .................................................................x.'.................. . :.................5.............. ........7........... • r :t 5 ::::i::>:::::: is lJ • 1. t? c 9 . Performance Measurements 1996/97..,1997/98. , 1998/99 -,1999100:, • Staff CIT meeting n/a 1/mo. 1/mo. 1/mo. Update City Council on Metro issues n/a 1/mo. 1/mo. 1/mo.. • Grant applications n/a 3 grants 3 grants, 3 grants' Produce updated maps' _ n/a 6 mos. 6 mos 6 mos.; Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00. Planning Manager 1.00 1.00 1.00 1.00 • Associate Planner 3.00' 3.00 3.00 3.00 Total Positions 4.00 4.00 .4.00 4.00 Service Level Standards Respond to customer and applicant questions regarding comprehensive.plan amendments, annexations, greenspaces, 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 GIS related reports within 24 hours. • Respond to requests for information and reports from the Planning Commission and City . • Council as.needed. Provide staff representation at C.I.T. meetings as needed. , Provide staff support to the Downtown Merchant's Association and Community Development Block Grant Policy Board as needed. Represent City interests at regional meetings regarding growth management issues. ' • Currently, the above service levels are being met.. i 125 • _<3<>< 3 >><:< : 5`:> T . rel :>::;::::;:::::::;:::>:::::::;<.:::;::>:;::;<:;:;::::> :::::::..::::::.:.....<:»::::»:<:::>::> i ...o C... ...#E:........................................................ : ::35 . R n9.......... 9 . >:Q n d >:<:<:> >;cl: o::"```` r . ecf.... Ao F>>` ed »::>:.::»s » .>;:»::>::>::::»::A A ..tip ..............Ado . Personal Services Positions 4.00 4.00 4.00 4.00 4.00 4.00 Wages 164,996 178,831 194,704 208,096 208,096 208,096 Overtime 131 0 0 0 0 0 Worker's Compensation 366 655 454 425 425 425 Payroll Taxes 14,287 15,174 16,876 17,621 17,621 17,621 Retirement 15,453 20,574 21,370 20,603 20,603 20,603 Group Insurance 11,370 13,943 12,532 17,920 17,920 17,920 Total Personal Services 206,603 229,177 245,936 264,664 264,664 264,664 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 76,971 17,006 65,000 70,000 70.000 70,000 Repair & Maintenance 20 0 0 1,000 1,000 1,000 Special Dept. Expense 2,965 2,347 2,928 3,450 3,450 3,450 Office Supplies 729 62 0 0 0 0 Advertising & Publicity 491 0 .0 150 150 150 Fees/Dues/Subscriptions 909 217 1,770 1,770 1,770 1,770 Travel & Training 1,890 5,551 13,850 6,395 6,395 6,395 Fuel Expenses 0 0 0 0 0 0 Computer Software 725 435 1,970 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 84,700 25,618 85,518 82,765 82,765 82,765 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 148 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 833 0 2,000 2,500 2,500 2,500 Computer Equipment 455 3,633 3,600 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 1,436 3,633. 5,600 2,500 2.500 2,500 Total Budget Unit 292,739 258,428 337,054 349,929 349,929 349,929 126 o Cr ~F ' d. £EEtI tl: <::::><:::::.>'>:::;:<:::>::>::>:::»>?:.>::: ::>:>::>:«<# >':z:zz:::z::<: : ::i`d""', t . U..c1~........ 22.... . Program Summary:- 1999/00 Goals and Obiectives:' The Department is directed by the City Complete all capital improvement projects in • Engineer and each, division, as described accordance with the adopted schedule, including below, is directed by an Engineering Manager. initiation of design for future construction of major collectors in Tigard. The Engineering Department is responsible for • design and construction of capital improvement Develop a Comprehensive Public Facility Plan for projects to be maintained by the City. In addition, streets, sewer, sidewalks and streetlights. the Department provides review of proposed private development and inspection to insure compliance Continue close coordination with Washington County to with City standards. resolve,minor issues and provide more efficient The Capital Improvement Division manages the customer service to citizens within the.Urban, Services capital improvement program for public streets and Boundary. utilities and prepares facilities plans for future. • improvement needs. The Development Review Division provides technical review of proposed private development Program Highlights:. projects, issues permits for private development•of Private development projects will include the following public facilities, provides inspection to assure subdivisions: 1).completion of the Quail Hollow --East,- compliance,with City standards, and maintains subdivision; 2) Quail'Hollow --West, which will include records relating-to public facilities. a northerly extension of SW Gaarde St; 3) Erickson Heights, which will include street extensions of SW 1998/99 Accomplishments: Lady Marion Dr, SW Hoodview D"r, SW Kable,St and. - The Department completed a set of sanitary sewer SW Naeve St; 4) Elkhorn Ridge Estates, which will.,' system index maps, which were based upon data extend SW 129th Ave (SW Greenfield Dr) northerly obtained from a global positioning survey•(GPS) completed last year. The new maps now show from SW Bull .Mountain Rd; 'and 5) Elderberry,Square, accurate locations of manholes and sewerlines, as which will complete a major portion of SW Ross St,, well as flow directions. east of SW Hall Blvd.' On July 15, 1998, the Department adopted a Among the larger commercial projects is the Eagle redesigned version of the Design Standards Manual. Hardware development, which.will include frontage • The standard details were completely redrawn using improvements to SW .72nd Ave, a realignment of SW AutoCAD software and now can be transferred to Beveland St, west of 72nd Ave,and,a new traffic signal customers either by diskette or via e-mail. at SW Beveland St/SW 72nd Ave. The Department designed and constructed a wide Major capital improvement projects will include • variety of CIP projects including the following: pavement overlay installation and slurry,seal annual pavement overlay, street striping; slurry seal; Bonita Road, Phase I, II, (construction) and III applications. Pavement overlay will be installed on 5 (design); 91st Ave CDBG project; 79th Ave City streets. Slurry seal will be applied on • improvements (design); Greenburg Road/217.Over- approximately 20 City streets. crossing Widening; Walnut, St and Tiedeman Ave Intersection Realignment (design); 69th Ave Other projects include sanitary sewer extension on, • (design); Tigard. St Parking Lot; Fanno Creek Trails; 106th and Johnson-.St; Walnut and Tiedeman several street drainage improvements and sanitary intersection; installation of speed.humps on six City sewer extensions through the Neighborhood Sewer streets; and storm drain improvements on Lincoln St, Extension Program. Thorn St, 118th Ct, and 1.16th Ave. Street • improvements will include Grant Ave, Mapleleaf Ct, ' • 71st Ave, Bonita Rd, Walnut and Tiedeman intersection, and Lincoln Street. r 127 Ad— fed::: ud e <>;::><>><':>:>::>:>«:><>»«'-:;>[«<:<> ?>'>»<'><<>>>!`':>:>';>:>>?!>':'>'.»>i{ > Y.::::::::: ` > < < < < ? > < $u.... . t"U.... t- . Performance Measurements 1996/97 1997/98 1998/99 1999/00 CIP Division will continue with design and construction of 4.0 mil 4.5 mil 4.5 mil improvements to streets, bridges, sanitary sewers, storm drainage, and parks. Work load levels are expected to be the same as FY1998/99. Development Review Division expects a continued steady work load of private development projects both in 3.3 mil 3.5 mil 3.5 mil the City and in the USB. Most of the development projects are expected to be "infill" and redevelopment type projects. Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 City Engineer 1.00 1.00 1.00 1.00 Engineering Manager 2.00 2.00 2.00 2.00 Project Engineer 1.00 1.00 1.00 2.00 Engineering/Survey Specialist 1.00 1.00 1.00 1.00 Engineering Tech III 2.00 2.00 2.00 2.00 Engineering Tech II 4.00 4.00 4.00 4.00 Engineering Tech 1 2.00 2.00 2.00 2.00 Senior Administrative Specialist 1.00 1.00 1.00 1.00 Administrative Specialist 1 0.50 0.50 Total Positions 14.00 14.00 14.50 15.50 Service Level Standards Engineering: Respond to phone calls or in-person requests by the next business day after receipt of complaints or requests for information. Capital Improvement Projects Street Improvements: Notify residents adjacent to streets undergoing construction at least two working days prior to any road closures or disruption in traffic caused by construction work. Perform construction staking within 48 hours of request by contractors working on Capital Improvement Projects. Investigate and,notify Washington County Signal Maintenance of traffic signal problems within the same day of receipt of the complaint. Storm Drainage Investigations: Review storm drainage problem requests within a week after receipt of requests. Investigate storm drainage problems requiring further action from the City within two weeks after initial review. Citizen Participation: Present the Capital Improvement Program for each Fiscal Year to the Citizen Involvement Teams for input at least one month prior to submittal to the Planning Commission. Provide the opportunity on specific projects for affected property owners to review and comment on the project design prior to finalization of"the construction drawings. Private Development: Complete construction plan reviews and redlines in approximately four weeks. Larger, more complex projects may take approximately five weeks. Respond to inspection request within 24 hours- .128 <193..fQ c Q .t ...t R : . 4... g . fed<>P"o se P P........................:........:...............:..:::.::..::: sc 8 Personal Services Positions 14.00 14.00 14.50 15.50 15.50 15.50 Wages 462,353 603,706 645,186 722,067 722,067 722,067 Overtime 7,362 2;533 7,500 0 7,541 7,541 Worker's Compensation 2,624 5,601 4,953 4,569 4,626 4,626 Payroll Taxes 39,747 50,236 56,500 60,993 61,631 61,631 Retirement 52,367 59,735 70,053 74,761 75,509 75,509' Group Insurance 46,701 50,451 59,746 68,057 68,057 68,057.. Total Personal Services 611,154 772,262 843,938 930,447 939,432 939,432 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 59,595 25,811 55,500 30,000 30,000 30,000 Repair & Maintenance 5,432. 5,117 9,140 7;880 7,880 7,880 Special Dept. Expense 9,907 26,912 9,400 12,200 12.200 12,200 Office Supplies 4,166 4,705 41250 5,000, 5.000 6,000 Advertising & Publicity 645 0 300 500 - 500 500 Fees/Dues/Subscriptions 985 1,072 1,710 1,935 1,935 1,935 r Travel & Training . 4,718 4,382 8,410 9,595 10,595 10,595 • Fuel Expenses 1,679 1,037 2,000 2,000 2:000 2,000 Computer Software 0 91886 3,500 0 0 0 ,Rents & Leases 88 3,049. ' 0 0 0 0 Utilities 1,289 1,485' 2,000 2,000 2,000 2,000 Insurance 0 542 0 0 0 0 Library Materials 0 0 0 0 0 0 Total, Materials & Services 88,504 83,998 96,210 71,110 72,110 72,110 • Capital Outlay Land &'Improvements ' 0 0 0 0 0 0 Building & Improvements, 0 0 0 0 0 0 Vehicles 20,148 0 25,000 5,000, 5,000 5,000 Office Furniture & Equipment 10,908 7,214 7,000 16,950' 16,950 161,950 Computer Equipment 10,229 14,688 16,000 ' 0 0 0 Operation Equipment 0 2,343 0 16,500 16,500 16,500 Computer Software 0 0 0 0 .0 :_0 Total Capital Outlay 41,285 24,245 48,000 38,450 38,450, 38,450 Total Budget Unit 740,943 880,505 988,148 1,040,007-1,049,992. 1,049,992 • 129 • f:~9J10L3::Ad. ud e . M1.;>;::,;.:is'ii s sS.r''><: SfKeet:::;: t d n .2? .All Program Summary: 1999/00 Goals and Objectives: This budget unit provides for the maintenance Development of a Public Facilities Plan for and energy costs for street lighting and traffic streetlights. This Plan will guide the future installation signals on public streets. Funding for of new streetlights throughout the City. streetlights and signals comes solely from State Gas Taxes distributed to cities on a Periodic monitoring and replacement of wooden monthly basis. All maintenance work is done streetlight poles on a case-by-case basis as by contract and no city personnel are funded required. by this budget. The Engineering Department manages this budget unit. Installation of'new streetlights on a limited basis, using existing criteria, for enhancement of traffic safety, pending completion of the Comprehensive Public Facilities Plan. Monitor the progress of Washington County's plan to upgrade all Tigard's Traffic Signal Systems to Y2K ready. Continue the long-term steel streetlight pole refurbishing program. 1998/99 Accomplishments: Program Highlights: Added streetlights on SW 121st Avenue and Identified and compiled the existing streetlight SW North Dakota to enhance safety by filling information necessary for preparation of the Facility in gaps in the lighting. Plan for streetlights. Identified collector, intersection, and local Began preparation of the Public Facility Plan. street streetlight requirements. Initiated the long-term steel streetlight refurbishing Began preparation of the Comprehensive program. Facility Plan for streetlights. 130 ud 1 q G..W......~r'A;:>~>>>::::»::::>:::>::>:>::::::>;>E:#>E:»6:::>E::>3~:s:i::>:<::«<:>E::: i'eet:L...ln:...._&>":..CIa 0 . >:<»:<:;:<:<:::>:::::::>>::>:»:':::>:><:>:::::>:>::> fit......... t ......::.f i3.......3..............................:.....:..:.:: os€` tee':>?„~ <:<::<:>::> 0 3~.. A ....r............... . :A.::.::..:::.:.....1? P A .ss::>:s % enc. ::::::.9: «::«<::'~:9?~i .:::<:<::::>::: .............li....................................... 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 Water Costs 0 0 0 0 0 0 Prof: & Contract Services 0 23,724 10,000 0 - 0 0 Repair & Maintenance 12,269 0 70,000 80,000 80,000 .80,000 , Special Dept. Expense 274 0 0 0 0 0 . Office Supplies 0 0 0 0 0 0. Advertising '4 Publicity 0 0 0 0 0 0 Fees/Dues/Subscriptions 0 0 0 0 0.. 0 Travel & Training 450 - 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 01 0 Utilities 259,833 303,012 350,000 350,000 350,000 350,000 Insurance 0 0 0 0 0. LibraryMaterials 0 0 0 0 0 Total Materials & Services 272;826 326,736 430,000 430,000. 430.000 430,000 Capital Outlay Land & Improvements 0 0 0 0 0 0 a • Building & Improvements 0 0 0 0 0 '0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 0 0 0 0 0 0 Computer Equipment ' 0 0 .0 0 0 0 Operation Equipment 0 0 0 0 0 0 • Computer Software 0 0 0 0 0 0 Total Capital Outlay. 0 0 0 0 0. 0 Total Budget Unit 272,826 326,736 430,000 430,000 430,000' 430;000 , • 131 • Policy and Administration Program Mayor & City Council Administration Human Resources Risk Management Network Services Finance Accounting Office Services Records Municipal Court City of Tigard, Oregon r r City of Tigard, Oregon r r 9. 0:zFcfd ii. P............. [>>>>![:»:<<[>>' >«?:<`_><:>[< ...arc .A~im~..t . -fog Policy and Administration rX, City City Administration Finance i F Mayor & Finance _ Gty Council Department i ration Visioning Accounting AC _ Human Office Resources F Services Risk Records Management Network Municipal services Court xxx, `'cfal>><fl 9tE#fl :..:E es . ptiro:.::<:::»::>:>::«as::» ::::.............:...........::::.::::::::::::f99 # Positions 31.00 32.25 35.00 36.50 36.50 36.50 Personal Services 1,608,055 1,726,447 1,952,345 2,082,601 2,089,500 2,089,500 Materials & Services 696,632 695,510 1,011,069 1,140,294 1,129,715 1,129,715 Capital Outlay 80,524 71,713 93,025 165,465 165.465 165.465 Total Policy & Admin. - by Category 2,385,211 2,493,670 3,056,439 3,388;360 3,384,680 3,384,680 Mayor & City Council 61,640 78,077 87,897 96,277 103,177 103,177 City Administration 377,093 390,791 475,119 504,797 504,797 504,797 Human Resources 269,854 277,855 333,255 356,129 356,129 356,129 Visioning 29,979 030 0. 0 0 0 Finance 118,061 114,888 128,677 118,501 118,501 118,501 Network Services 267,168 328,538 458,121 662,547 670,962 670,962 Accounting 485,099 532,576 655,381 651,544 '652,550 652,550 Risk Management 282,607 303,061 365,236 383,191 383,191 383,191 Office Services 216,672 199,646 228,640 249,112 249;112 249,112 Records 100,835 106,925 125,296 147,765 147,765 147,765 Municipal Court 176,203 154,783 198,817 218,497 198,497 198,497 Total Policy & Admin. - by Dept. 2,385,211 2,493,670 3,056,439 3,388,360 3,384,680 3,384,680 132 • •i • • Oregon ~ City of Tigard, ' ' tom'<:':: < < > [ > > ' < s> < < > < <>:< < > 1..:..::: d aR 9 C aid Y F;diiiiisfatia.A. .atzer~t........... :,:::.::::::.:::::::.::::::::::::::.:::::::.:::::..:.P::. C ity Administration j I I ~ I Mayor and City Human Risk Network City Council Administration Resources Management Services Visioning .....:>;:.;:::;:;»::»>::>:<:>::>::;:<;:>::>::>::>::>::>::»::>::>::>:::»::>::.>:: I> i€cz :te P:r4 4 d...... oved::...f .ted d Actua :.......::..Acts..::::::::::A...:...~?s ...:.::::::.............................PP...........................P......... P:::::::::::.:::::::..:::. . psc€ i_ ~a n 't996t.:97.:...::.1997/38::::: >:<1998.:.: :...:.::.....:..::.:...::.:::.:.::.....:..:.P # Positions 12.50 13.75 15.50 15.50 15.50 15.50' Personal Services 792,705 876,837 1,026,636 1,057,976 1,064,875 1,064,875 Materials & Services 448,585 449,556 614,762 803,300 811,715 811,715 Capital Outlay 47,051 58,459 78,230 141,665 141,665 141,665 Total City Administration - by Category 1,288,341 1,384,852 1,719,628 2.002.941 2,018,255 2,018,255 Mayor & City Council 61,640 78,077 87,897 96,277 103,177 103,177 City Administration 377,093 390,791 475,119 504,797 504,797 504,797 Human Resources 269,854 277,855 333,255 356,129 356,129 356,129 Visioning 29,979 6,530 0 0 0 0 Risk Management 282,607 303,061 365,236 383,191 383,191 383,191 Network Services 267,168 328,538 458,121 662,547 670,962 670,962 Total City Administration - by Dept. 1,288,341 1,384,852 1,719,628 2.002.941 2,018,255 2,018,255 133 <F»: MAO Program Summary: 1999/00 Goals and Objectives: The Mayor and City. Council are elected from Complete the City's transportation improvement the City at large. The Mayor and City Council program development. • formulate Citywide policy and law by: > identifying problems and needs Participate in'a study of a recreation district and > ,establishing community goals upon completion of the study; determine the City's • > determining objectives level of support. > developing and analyzing alternative means for achieving objectives Assist the Tigard Central Business District > establishing priorities Association to develop a plan for the downtown. > developing programs, > implementing programs Complete the City's Master Plan for Parks. > acquiring feedback Determine the City's long-term water supply. 1998/99 Accomplishments: Implemented a Volunteer Program for all-City Establish an Annexation Policy for the City. Departments: . Encourage and support private sector programs to. Completed and distributed the annual report on rehabilitate housing that will be offered for rent at the first year of the Tigard Visioning Program: affordable rents, resulting, in a-safer environment.for "Tigard Beyond Tomorrow". the tenants (public safety, fire, life, sanitary). Continued, efforts to secure a long-term water. Determine.the level of City support for a program of supply for the City and the,City's water partners community events. which included the appointment of a Water Advisory"Task Force. Promote intra-City Tri-Met bus routes. Formed the Washington Square Regional Task Program Highlights . Force to make recommendations on the future . Approved the citywide Park Master Plan. 40 development of this area identified as a 'Metro "Town Center." Approved a reformat of the structure of the Citizen Involvement Teams. Appointed a Transportation Bond Advisory • Task Force to identify and recommend road Sponsored several community events: Volunteer projects for a new road" bond. Dinner, Balloon Festival, 4th of July, Tigard Country. Daze, Train Days, Make a Difference Day and, Supported the Atfaliti organization in its study Holiday Tree Lighting. • of the feasibility of formation of a Park and Recreation District. Developed a policy on responsibility for maintenance of private streets. Monitored regional transportation issues; met • with newly elected State Representative Max Continued to aggressively pursue and purchase Williams to advise him of Tigard's needs. property for the Greenspaces Program. Adopted a complete rewrite of the Community Development Code. 134 99 Q Adq to . bdf . t............ .a d ...c rt . Y:.::::.:.: g.... tY.taY:gc:artd 9e... R. ffi Performance Measurements 1996/97 1997/98 1998/99 1999/00 Population served 35,925 36,500 36,680 36,680 Number of Council meetings. 38 38 38 38 Average hours of Council meetings. 3.90 3.42 3.50 4.00 Number of ordinances adopted. 42 13 23 20 Number of resolutions adopted. 71 55 68 65 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Mayor and City Council are paid $350 and $250, respectively, per month, to compensate for time and expenses of service. They are not considered as full time equivalent positions. Total Positions Service Level Standards Exercise discretionary powers of the City, both legislative and executive, through the City Manager. Adopt City laws and change them as needed. Determine City policies and set standards. With advice from the Budget Committee, determine how much will be spent and for what purposes. Formulate financial policy and when appropriate forward recommendations to the voters. 135 ' • :.::..r • • a:inc. • . oe``... . te 4" :::::::::::::::::::::::.:::::::::::::::::::::::::::::::::::::.........................................................:..:....:...............................P........................P.................................... :>:::::998 ttft< <><: 895 :Eta:::::>: . D escfi..:.. ►.n ~.:.::::::..::.:.:.............1......... ~ fit...............::.::. 9 4 Personal Services Positions 0.00 0.00 0.00 0.00 0.00 0.00 Wages 13,350 16,200 16,200 16,200 22,500 22,500 Overtime 0 0 0 0 0 0.. • Worker's Compensation 37 102 38 33 46 46 , Payroll Taxes 1,157 1,388 1,404 1,372 1,905 1,905 Retirement 0 0 0 0 0 0 Group Insurance 17,379 16,990 16,503 17,909 17,962 17,962 • Total Personal Services 31,923 34,680 34;145 35,514 42,414 42,414 Materials & Services Water Costs 0 0 0 0 0 0 • Prof. & Contract, Services 9,923 15,713 26,000 30,200. 30,200 30,200 • Repair & Maintenance 137 103 1,530. 1,550 1,550 1,550 Special Dept. Expense 1,438 1,400' 1,760 2,080 2,080 2,080, OfficeSupplies 3,607 4,488 5,000 6,494 6,494 6,494 Advertising & Publicity 3,691 3,823 3,900. 3,900 3,900 3,900 Fees/Dues/Subscriptions 1,322 1,367 200 240 240 240 • Travel & ,Training 8,933 7,632 12,002 .12,649 12,649 12,649 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 576 656 360 1,500 1,500 1,500 Insurance 0 0 0 0 0 0 . Library Materials 0 0 0 0 0 0 • Total Materials &:Services 29,627 35,182 50,752 58,613 58,613 58,613 Capital Outlay Land & Improvements 0 0 0 0 0 _0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 011 Office Furniture & Equipment 0 8,215 0 2,150 2,'151 0 2,150 Computer Equipment 90 0 3,000 0 0 0.. • Operation Equipment 0 0 0 0 0, 0 • Computer Software 0 0 0 0 0 0 Total Capital Outlay, 90 8,215 3,000 2,150 2,150 2,150 • Total Budget Unit 61,640. 78,077 87,897 96,277 103,177 103,177 • • 136 . g >::::>:;::>;:<:::;::.< ......fTi a..d.. X11. strat ~i ge#.;~#rttt 312E Program Summary: 1998/99 Goals and Obiectives: City Administration provides support to the Council and is responsible for the overall > Council Goals... Implement the 10 Council goals, operation of the city by: monitor progress and report regularly to. Council on > Enforcing city laws; applying Council policy. outcomes. > Expending funds as authorized in the budget. > Recommending policy for position or action to > Visioning... Incorporate Vision goals into Council on legislative, financial programs, capital Department work programs. Monitor progress on improvements, employment services Action Plan items. Coordinate activities with other and other matters as requested. agencies. Report quarterly to Council on progress. > Investigating and acting on complaints. > Providing assistance to Council through > Community Awareness... Create opportunities to meeting preparation, record keeping, meeting provide citizens with information about City services follow-up and ordinance codification. and programs and our accomplishments. > Responding to requests pertaining to Council process and record. Program Highlights: > Coordinating local elections. > Cityscape... The city's monthly newsletter to > Maintaining professional community and citizens emphasizes education and information that business relationships with organizations, raises public awareness or a wide range of activities elected officials, outside agencies and others. and programs. > Coordinating special events. > Providing information for distribution to > Visioning... The initial phases of the "Tigard citizens. Beyond Tomorrow" effort was completed involving > Providing information and being responsive to citizens, the Tigard/Tualatin School District, Tualatin members of the media concerning requests on Valley Fire and Rescue in a partnership to develop a city issues. vision for the community's future. 1996/97 Accomplishments: > Media... Instituted Fact Sheets to summarize > Citizen Involvement Teams (CIT)...Changes to the Council agenda items for the press and citizens. format and focus of the monthly CIT meetings were > Measure 47...Regular reports to Council on initiated in February to emphasize citizen education City service impacts of Measure 47 and 50; cuts to enhance community awareness on issues and were made to delay or eliminate some citizen participation emphasizing community expenditures. feedback. > Citizen Involvement Teams...Conducted survey to preview revised format that debuted in > Volunteer Program...A Volunteer Coordinator February. New format was favorably received position was created to coordinate the city-wide and makes better use of City resources. volunteer program. >Visioning...completed the initial work on "Tigard Beyond Tomorrow." The Vision Task Force, made up of a diverse group of citizens, identified goals, addressing six different target areas. Action Committees, made up of citizens and staff members, developed strategies and action plans to address the goals. 137 tetf t3 R ::::::::::::._::::::::::::::::::::.....I : k ►1fI31::5tFa 1t3k1<>:>:::>::::::>::::>::::>::>::::»::>:<:>::»::>>::.... :Ad ..::.:..:l .............................................::::::..:::::.::::.:::::::::::::.::....:......................................................9................................ Performance Measurements • • 1996/97 1997/98 1998/99 '1999/00 Population served 35,021 351,925 36,500 _ 36,680 Citywide Newsletters (Issues per.Year) 12 12 12 12 • Customer Service Surveys 0 1 1 1 Board and Committee Training 2 2 2 2 Citizen Inquiries and Responses 2,000 2,000 2,000 ,2,000 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 • City Manager 1.00 1.00 1.00 1.00 . Asst. to City Manager/Citizen Involvement 1.00 1.00 1.00 1.00 , i Coordin. City Recorder 1.00. 1.00 1.00 1.00 i Asst. to City Administration 1.00 1.00 1.00 1.00 Administrative Specialist 0.00 0.50 0.50 0.50 Volunteer Coordinator 0.00 0.00 0.00 1.00 Total Positions 4.00 4.50 4:50 5.50 • Service Level Standards > Leave time daily to address issues generated by citizens; the length of time to resolve the issue varies depending on the issue (ranging from immediate, same-day response to several weeks). > Council packets (containing staff reports and documentation on items listed on the Council • agenda) completed and distributed one week prior to the Council meeting. > Council follow-up (draft minutes, post ordinance, distribute documentation.,write and mail letters )'completed within five working days after the Council meeting. > Produce the Cityscape once a month with deadlines set to assure printing and delivery prior to the first day of the month. > informed of upcoming Council business b Maintain tentative agendas; keep staff and-Council y distributing the tentative agendas at least once a month. > Distribute routine correspondence to Council twice weekly; arrange to get more urgent messages . to council`as soon as possible (either by fax or delivery). 138 A.. o t.;l*3d.I.::::::::::::::::::::::::: R >Ct T O :::.::::.::..........................Y.................................5.....................................:.:.::::: drrl is Ea. jQ . ..ran Bd: efJnIt A . trt>:><:'.:'.3;1 ZQ Q.............:........ P.::.:::.:.:::.::::: ;r- ::s::<:: 501 i: p t 03 E ~ Q > : < 'S $1 (Y", ;=;<< a: E '><9~3:.19'. ' <><>I!998189«<<:::<: 9.9. 3 Personal Services Positions 4.50 4.75 5.50 5.50 5.50 5.50 Wages 243,699 258,473 290,642 314,907 314.907 314,907 Overtime 41 201 0 0 0 0 Worker's Compensation 666 1,091 903 853 853 853 Payroll Taxes 19,202 20,099 23,482 24,684 24,684 24,684 Retirement 30,804 29,804 34,643 34,508 34,508 34,508 Group Insurance 11,226 12,832 23,640 23,589 23,589 23,589 Total Personal Services 305,638 322,500 373,310 398,542 398,542 398,542 Materials.& Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 4,719 9,763 16,350 22,700 22,700 22,700 Repair & Maintenance 137 379 1,825 2,150 2.150 2,150 Special Dept. Expense 6,514 8,903 13,000 13,900 13,900 13,900 Office Supplies 8,217 8,338. 13,650 16,665 16,665 16,665 Advertising & Publicity 36,101 25,982 30,850 31,500 31,500 31,500 Fees/Dues/Subscriptions 2,733 2,295 2,870 3,265 3,265 3,265 Travel & Training 10,973 7,375 15,089 14,520 14,520 14,520 Fuel Expenses 0 0 0 0 0 01 Computer Software 0 1,452 750 0 0 0 Rents & Leases 0 0 0 0 0 0 Utilities 461 365 350 705 705 705 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 69,855 64,852 94,734 105,405 105;405 105,405 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 1,600 2,120 975 850 850 850 Computer Equipment 0 1,319 6,100 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 1,600 3,439 7,075, 850 850 850 Total Budget Unit 377,093 390,791 475,119 504,797 504,797 504,797 139 :Ad P....... t <>::::»::::>::>::::>::::>::::><:»::::»::>::>::::>:;:«:><:::<:::<::<:>:::«:::>::>::>::::<:::<:::: ::::off=>Tt ..t . A 1 zr>>. kiurtta"::.Recrres ..t# ......t Program Summary:. 1999/00.G65ls and Objectives: A. Human Resources is responsible for providing Plan and conduct training workshops for employees a comprehensive human resources system and supervisors. • which will attract and retain the best qualified personnel, comply with local, state and federal Complete''collective bargaining negotiations with.TPOA laws, and provide managers with the support for contract ending June 19.99. and assistance to competently manage their • personnel resources. Program services include Coordinate employee events including Employee ' employee benefit programs; recruitment and Benefit Fair and Employee. Recognition Program. selection; job classification; wage administration; labor relations; employee Adopt and train staff on all City wide personnel rules. training; performance management; employee relations; equal employment opportunity;-' Develop and present City-wide Leadworker Training personnel records administration; personnel Program.. • policy development and administration; human resource information systems; and, related Conduct all required individual position. classification services. Additional services include employee and/or salary, reviews in order to effectively maintai'n recognition programs; special-events; the City's classification and compensation plans. employee communications and publications; wellness program; Employee Assistance Manage the recruitment and selection' process in Program; and new employee orientation. a quick and effective manner while adhering to equal employment and affirmative action principles. • 1998/99 Accomplishments: Improved employee recognition activities per Complete Classification and Compensation Study for. Council goal. Management/Professional Group., Implemented new security card lock/employee Program Highlights: identification badge system. Human ResourcesWill assist departments with efforts to maximize utilization of personnel resources • Completed 2nd annual City-wide Supervisor's including job evaluation and design; alternative Training Program. scheduling;.telecommuting; improved recruitment and selection; benefit review; performance management; Reviewed and updated 1987 personnel rules training;, policy development; and employee • for Management/Professional employees; recognition programs. implemented changes. Forty-eight (48) department directors,•managers and Negotiated new OPEU 3 year contract.' first line supervisors have'participated in the Supervisor's Training Program. The next level of staff Conducted Employee Benefit and Wellness needing focused training are the lead workers who . Fair for 130 employees. have the difficult job of getting the'.work done while having little authority to do so. A program will be Conducted 100+ recruitments for fiscal year, up developed to help build these complex skills. 20% from prior year. Although the current contract.with TPOA will expire in • Trained 45 supervisors on Supreme Court's June 1999, it is anticipated, that negotiations may 1998 sexual harassment decision; all continue into the next fiscal year employees reviewed and signed City policy regarding subject. Final steps for adoption and staff t"raining on the newly. updated City-wide personnel policies isplanned. 140 ::.:::.:....:.:.S..p ~y 1::993/t~ t~' :::::is:::::i::::::i ::i::::::i::::::i v:: i<:::::i::is:::ii::::i::i:i::i::::::::j::ii .......................Y. ........Y...ff...............................:...............................:........................:.::•.; .......................f' ....n.:...... :::ii::::: ij:" is i`i: >i:?:::: i iiiii....:i::::i::::i`": ' ...::::i. sii. ij` .S::i 1 d.. C.. .::Q. iitar es woes.; '<< <':<< »«>«<<<><' <>< I:. . W H..::....... R Performance Measurements 1996/97 1997/98 1998/99 1999/00 Total number of recruitments 39 80 80 100 Total number of applications/resumes 3550 2,500 2.600 2,600 Total number of positions filled 43 84 80 102 Total number of participants in training 246 432 250 200 Total number of employee training program hours 64 86 75 75 Total number of training sessions 8 28 25 14 Total number of job classification reviews 5 26 20 15 Total number of compensation reviews 14 10 10 8 Total number of new employee orientation sessions 39 43 40 40 Total number of requests for assistance or information on N/A 550 600 600 employee benefits Total number of personnel action forms processed 156 720 750 750 Total number of employees attending City sponsored events N/A 388 400 350 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Human Resources Director 1.00 1.00 1.00 1.00 Senior Human Resources Analyst 1.50 1.50 1.50 1.50 Human Resources Assistant 1.00 1.00 1.00 1.00 Total Positions 3.50 3.50 3.50 3.50 Service Level Standards All job vacancies advertised within 14 days of request from department to hire. New employees receive benefits orientation within 10 days of hire date. Reviews for classification and/or compensation issues completed within 3 weeks of request. All calls returned within 24 hours of receipt. Employee information is accurate and available upon request. Policies and procedures are updated as organizational needs require.. Supervisors receive monthly personnel evaluation report. 141 €998';t3Q:<:;4 : " >Od»; t > ><>>'<': ««»>»<>«><€?I<«« 1 ? > <<< « ? « <>< <<«<[<»< «<<<<`:€<<?> »<«< H.u..1.....ou.r e..... . ..................1.. v . :::.:::::c p:,1 > :>::>t98 L97.;:.;:.;:.. 93fEtQ.................. .................3......... f?....... Personal Services Positions 3.50 .3.50 3.50 3.50 3.50 3.50 Wages 146,017 '163,238 1,69,835 183,353 183,353 183,353 Overtime 3 0 0 0 0 0 Worker's Compensation 398 648' 396 374, 374 374 • Payroll Taxes 12,654 14,014 14,682 .15,526 - 15,526. 15,526 Retirement 18,031 17,831' 20,380 20,169• .20,16 9 20,169 Group Insurance 16,065 12,760 9,098 10,912 10,912 '10;912 Total Personal Services 193,168 208,491 214,391 230,334 230,334 230,334 Materials & .Services Water Costs 0 0 0 0 0 0 ' Prof. & .Contract Services 53,851 42,779 73,755 80,375 80,375. 80,375 Repair Maintenance 245 139. 0 0 0 0 • Special Dept. Expense 7,781 6,578 9,785. 12,560 12,560 12,560 Office Supplies 7,464 6,241 14,170 14,820 14,820 -14,820 • Advertising Publicity 149 0 0 0 0 0 Fees/Dues/Subscriptions 2,510 21910 4,969 5,085 5,085 5,085 Travel & Training 4,970 8,323 12,110 11,940. 11,940 11,940 • Fuel'Expenses 0 0 0 0' 0 0 Computer Software 0 2,394 600 0 '0 0.- Rents & Leases 0 0 0 0 0 0 Utilities. 0 0 0 100 100 100 Insurance 0 0 0 .0 0 0 Library Materials- 0 0 .0 0 0 0 Total Materials & Services 76,970 69,364 115,389 124,880 124,,880 124,880 Capital Outlay Land &-Improvements 0 0 0 0 0 0' Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 2,137 0 475 915 915 915 Computer Equipment -2,421 0 3,000 0 0 0. . Operation Equipment 0 0 0 0 0, 0.` Computer Software 0 0 0 0 0 0 Total Capital Outlay -284 0 3,475. 915 915. 915 Total Budget Unit 269,854 277,855 '333,255 356,129 356,1.29 356,129 142 S 't ..........iii:::: is L: X99100 'Ad ted .$ud e >::::::><:::<:::::;:::: q # Y i :.:::::.:.::.;:::.;:.i:.;: r~~n d 40. 9 Ct>>> A04 ' :d>:::......' ::::..IP s.......:'.:1~..:.tak:.::..A...a .ted........~a .................1~ _.......A........... .....::::P...P:::.::::::::.. IDES. t .fr 9 :9 :::.::1:: ~;.i.:.:;t, Personal Services Positions 0:00 0.00 0.00 0.00 0.00 0.00 Wages 5,933 0 0 0 0 0 Overtime 0 0 0 0 0 0 Worker's Compensation 0 5 0 0 0 0 Payroll Taxes 454 0 0 0 0 0 Retirement 0 0 0 0 0 0 Group Insurance 0 0 0 0 0 0 Total Personal Services 6,387 5 0 0 0 0 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 14,970 1,000 0 0 0 0 Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 0 0 0 0 0 0 Office Supplies 6,557 4,011 0 0 0 0 Advertising & Publicity 1,021 0 0 0 0 0 Fees/Dues/Subscriptions 0 53 0 0 0 0 Travel & Training 1,044 1,461 0 0 0 0 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 Rents & Leases 0 0 0 0 0 0 Utilities 0 0 0 0 0 0 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 23,592 6,525 0 0 0 0 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 0 0 0 0 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 Total Capital Outlay 0 0 0 0 0 0 Total Budget Unit 29,979 6,530 0 0 0 0 143 1.......t34.::.Rd ...t • :T o : ,i Car z io' »<:>:>::»:»»:>::>:>:>:<»:<:>`::><~#:><:>:::':::>:>s:>:'<::'::>::»z~::>~:?»<:>:'<>:#'»>:>:>:>:<;:<><:>$ • :Risk-> a Program Summary: 1999/00 Goals and Obiectives: The Senior Analyst/Risk Manager reports to the Support citywide "Tigard Beyond Tomorrbw" visioning City Manager for the following program areas. process implementation and conduct second community- wide survey to update vision action plan. Risk Management - coordinating a Citywide • program - this focus has resulted in a proactive Review future of Solid Waste franchising,in Tigard and approach in the protection of.City assets from possible transition of responsibility to Washington County. losses that would unduly impact the City's • operations and its financial integrity. Update public improvement contract language., Solid Waste Oversight - a joint effort is being Update ADA compliance plan for all City Parks., made by the City and Washington County to take a proactive approach to the significarit-changes Develop; negotiate and implement program for review of - occurring in the solid waste industry and in driver's records for all existing employees (new employees. • meeting the Metro-wide Waste Reduction Goals. already being accomplished). • Special Projects - for the City Manager. These Revitalize Employee Right To. Know program and provide . include serving as the citywide ADA•Coordinator citywide employee training. • for facilities; programs and services; staff support for the citywide visioning process; emergency management plan reviews; property security; lease updates; Earth Day event development, etc. 1998/99 Accomplishments: Reviewed and updated all insurance coverages for Program Highlights: property, liability, and workers compensation. Citywide visioning has been effectively introduced into Council goals and 'department actions. The result of the . Managed major insurance carrier change for visioning process. gives direction for community-wide property, liability and auto coverage. decision makers. The goal of the decisions being most reflective of current citizens' desires. Determined best practice for covering City Volunteer exposures and implemented new It is time to begin the vision update process by conducting a training program through City's Volunteer . second community-wide survey targeted for May 1 -`June 15, . Coordinator. 2000. Represented Tigard's recycling and solid waste Negotiate with Washington County to do day-to-day • collection concerns regionally with Metro, management of solid waste franchise agreements. This is at Washington County's Cooperative Program and the direction of City Council. It is anticipated to free up staff "D • City of Portland. and legal counsel time so that other.citywide issues can be-. addressed. • Accomplished Americans with Disabilities Act (ADA) compliance review of all City buildings. Developing an ADA compliance plan for all City Parks is one • Plan for compliance developed for implementation result of the major parks facility plan that was developed • over the next two years. City's new ADA during 1998/99. This will be a multi-month task that will compliant Streets Standards were reviewed and identify specific ADA improvements to be made in.each park. . approved. Managed financial filings for two major storm events. FEMA funds received on final two outstanding requests from 1996'events. 144 1.....91.....:::.Acio J 6: d ' a:': Y........... T R?i k! 1(ia a er e " t « <>'< < . ? e.. 10 ..g :....:.....::.;:..........:::;:.::.:.:.:.:;:.:::.:::.;:.;.::.;:::.;:.;:<.:::.:::.>:<.: Buc#g: t li lt.::.::.:. 3..... Performance Measurements Obiective: Reduce Exposure on Property 1996/97 1997/98 1998/99' 1999/00" & Liability Claims # of Claims against City 31 31 30 35 # of Open Claims 5 11 0 0 # of No-Fault Claims Closed 15 13 20 25 # of At-Fault Claims Closed 11 7 10 10 Obiective: Reduce Exposure on Workers' Comp Claims # of FTE (City-wide) 205.61 226.13 242.51 252.20 # of Claims Filed 28 29 32 35 # of Time Loss Days Due to Injury 176 76 77 84 Experience Modification History*" 088 .094 .094 .095 'Estimated "Experience Mod is computed on 1.00 being the average incident rate for similar work nationwide Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Sr. Analyst/Risk Manager 1.00 1.00 1.00 1.00 Risk Technician 1.00 1.00 1.00 1.00 Total Positions 2.00 2.00 2.00 2.00 Service Level Standards Answer correspondence within 6 working days of receipt. Review and file all claims to the appropriate insurer within 24 working hours of receipt. Coordination of local solid waste franchise contracts, service provision and financial review. Coordinate employee safety training, ensuring monthly follow-up on City-wide Safety Committee recommendations. Investigate and respond to all ADA complaints filed with the City within 30 days of filing. • 145 s:::.::.:.:: z.: : • • aria. event • ed... .....~td...t... ..............:.A ..........all ::::.::.:::::::.:..:::.:.::.:..........................................................::..::::A:: ia.l::::::::::.:.:...:..::...........P....::::.::.::.::.::.P...A::::.:::::::::::.::.::::::::P:::.::::: <::I€:399~ .El... ::::::::::::::::::::::::Desc:r.:t .:..~t?n;596(. .:::..:~9~~1'9$.::<-:.~.::::::::~.:.::::::.::~:.:::.::: ::,1..:.::.::.f..:::::.. Personal Services • Positions 2.00 .2.00 2.00 2.00 2.00 2.00 • Wages 76,796 82,094. 91,496 '95,939 95,939 95,939 Overtime 3 298 0 0 0 0, Worker's Compensation" 235 438 292 267 267. 267 Payroll Taxes 6,394 6,942 7,931 '8,124 8,124 8,124 Retirement 8,270 7,327 10,980. 10,553 10,553 10,553 Group Insurance 6,102 7,573 10,381 12,217 12,217 12,217 Total Personal Services 97,800 104,672 121,080 127,100 127,100 127,100 Materials & Services • Water Costs 0 0 0 0 0 0 i Prof. & Contract Services 1,683, 6,657 5,170 24,795' 24,795 24,795, Repair & Maintenance 21 37 40 0 0 . 0 Special Dept. Expense 0 339 0 0 00 • Office Supplies 3,469 .3,086 3,400 3,500 3,500 3,500 'Advertising & Publicity 532 0 0. 0 0 0 • Fees/Dues/Subscriptions 1,717 1,504 930 1,300 1,300 1,300 Travel & Training 2,020 4,911 8,370 4,096 4,096 41'096 • Fuel Expenses 0 0 0 0, 0 0 Computer Software 0 359 360 0 0 0 • Rents & Leases 100 162 .0 0 0 0 • Utilities 0_ 96 0 0 0 0', Insurance 170,514 178,548 224,096 221,200 221,200 221,200 . Library Materials 0 0 01 0 0 0 • Total Materials & Services 180,056 195,699 242,366. 254,891, 254,891 254,'891V Capital Outlay Land & Improvements 0 0 0 0 0 0. • Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 2,515 580 1,790 1,200, 1,200 ,1,200 • Computer Equipment 2,236 2,110 0 0 . 0 0 • Operation Equipment 0 0 0 0 0 0 Computer Software 0- 0 0 0 0 0 • Total Capital Outlay 4,751 2,690 1,790 1,200 1,20.0 1,200 i Total Budget Unit 282,607 303,061 365,236 383,191 383,191 383,191' 146 • E#©.:AdQ ted e........ 199 P t 9..::...........:.:,:..: Jetu:o kSev'tces` `::>>><>`!r«<><»<>[>><>>>>s:>`i>»<<! ><:<`::<`»><<<>' r..... . B.. n_ . . Program Summary: 1999/00 Goals and Objectives: The Director of Network Services is a part of the Budgeting 20% reduction in material and services. Administration Department and reports to the City Manager.Network Services Department provides Budgeting 60% reduction in capital outlay. computer and telephone services to all departments in the City. Continue to expand usage of network fax system. Utilization of this system will reduce the cost of office The computer network section provides service and equipment throughout the City. support to 200 personal computers located in all branches of the City. It is responsible for hardware Maintain the highest level of reliability for network acquisition and maintenance, and system-wide software services while keeping costs to a minimum. acquisition and maintenance. Network services also provides consultation and assistance to all departments Expand the capabilities of network computing to all wishing to purchase department specific software departments. and/or hardware. Expand usage of NT and Windows 98 in high- The telephone system section provides deskset, computer areas, such as Engineering. cellular and pager service to all departments. This includes ordering, scheduling of installations, purchase, Continue to expand new Accounting system, adding and maintenance. several additional modules. Continue with our Y2K readiness process. 1998/99 Accomplishments: Program Highlights: Converted all of the City's computers to Windows 98. Expand World Wide Web presence for City of Tigard. Installed multiple'Windows NT 4.0 servers as application platforms in E-mail, Accounting, and Provided internal Web server for easy distribution.of Groupware. information, forms, and procedures. Hired and trained a Network Technician Trainee Provide Internet Mail and World Wide. Web access enabling Network Services to provide a higher level of to all departments. response and support. Maintain Network reliability in excess of 99% Installed and implemented new Accounting software. We are currently supporting 200 computers citywide, Installed and implemented new permit software. using two Network Technicians plus one Trainee. This is approximately fifty percent of industry Replaced non-Y2K compatible Email system with state recognized staffing levels. We continue to provide a of the art Novell Groupwise system. high level of service with minimal staff. Installed network based fax system incorporated into GroupWise E-mail. 147 i ........1...........f . P ::::litr.:#:Tt 0 >B`d . . . x-, ni :::.::::1 ::::::.:::::.:::::::::::::::::::::::::::::::.:.:::::::.::::.::::...:.................................................J................................ Performance Measurements 1996/97 1997/98 1998/99• 1999/00 Network Reliability:-,Percentage of Uptime 99 93 99 ' 99 Computers upgraded from Windows 311 or 40 75 .125 50 Windows 95 to Windows 98 or NT. Full Time Equivalent Positions 1996/97 1997/98 1998/99 1'999/00 • Network Technician 1.00 2.00 3,00 2.00 Network Technician Trainee 0.00 0.00 0.00 1.00 • Network Services Director 1.00 1.00 1.00 11.00 Senior HR/Telecommunications Analyst 0.50 0.50 0.50 0.50 Total Positions 2.50 3.50 4.50 4.50 i Service Level Standards " We will continue to provide rapid response to users requests for assistance. With the use of our new Computer HistoryDatabase, we will be able to track machine history and thus become more, proactive in- maintenance of equipment. i We will respond-to all trouble calls within two hours. We will have all non-working computers replaced within 24 hours. We will continue to perform scheduled network outages during off-hours and on weekends. We will keep the telephone directory current with adds, changes, and deletes. • We will have a department intranet web page, displaying current events, tips, tricks, etc-. . i 148 ;99~3Jf70::<! afd d t .:::::::::::::P::::::.:::::::.:: 9..................::::::::.:::::.::::.:. .::..:.::::....:....d..,:::.::r:.:9:::< l~3utdge itn6t:......:::::.... Zf! > too d <€:R: <»<>ta`sef ` >>=<osr>>` e ctalis.:A ..:e..:.:..:.:rc ........._1 r.......i .....d. P Qescri';::.;'t` : 9,:.i<<>991f3Q 93:_ 8>€:99` 9.><>9gg1flL1>`.1.9 f.0 C F?<.:::::.::..::.:::..:. l;996797 .::;a:.. 7..9...:::.:...:;81:. Personal Services Positions 2.50 3.50 4.50 4.50 4.50 4.50 Wages 122,244 159,641 208,546 206,918 206,918 206,918 Overtime 969 4,783 11,807 0 0 0 Worker's Compensation 214 501 514 422 422 422 Payroll Taxes 10,268 13,677 19,099 17,521 17,521 17,521 Retirement 15,534 16,346 23,870 21,640 21,640 21,640 Group Insurance 8,560 11,541 19,874 19,986 19,986 19,986 Total Personal Services 157,789 206,489 283,710 266,486 266,486 266,486 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 27,001 24,506 34,050 48,930 48,930 48,930 Repair & Maintenance 28,146 29,442 32,055 30,950 30,950 30,950 Special Dept. Expense 7 156 0 0 0 0 Office Supplies 2,749 4,019 3,500 6,700 6,700 6,700 Advertising & Publicity 977 835 890 890 890 890 Fees/Dues/Subscriptions 7,102 4,608 6,145 9,195 9,195 9,195 Travel & Training 2,215 340 8,415 7,390 7,390 7,390 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 13,714 22,650 151,400 159,815 159,815 Rents & Leases 163 131 0 0 0 0 Utilities 125 183 3,816 4,056 47056 4,056 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 68,485 77,934 111,521 259,511 267,926 267,926 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 219 2,023 11,040 28,615 28,615 28.615 Computer Equipment 40,675 41,594 51,850 107,935 107,935 107.935 Operation Equipment 0 498 0 0 0 0 Computer Software 0 0 0 0 0 0 Total Capital Outlay 40,894 44,115 62,890 136,550 136,550 136.550 Total Budget Unit 267,168 328.538 458,121 662,547 670.962 670,962 149 City of Tigard, Oregon ' i A..:.... r.. e......:::.:.:::: P .....::...........9....................................................................................................................................::::..:::.:::.::::::::::::::::::::::.::: . :><::<: > a3 i i? r is. T is >Ei:sP o . Y.......................................:.:...:::.:::::: F na R Finance Administrative Accounting Services o:. e i ""Ad »"iii' tis<>. P r Aetuat; ....A .t.~t .........................:.:.:::.::::::::.:.:..::.:Pp..::::: »::>::>::r F . 99 :;19 8 fJ sc.n .fi. :1.99>;/97:::.:.::::a:..:.. R: OWN: # Positions 18.50 18.50 19.50 21.00 21.00 21.00 Personal Services 815,350 849,610 925,709 1,024,625 1.024,625 1,024,625 Materials & Services 248.047 245,954 396,307 336,994 318,000 318,000 Capital Outlay 33.473 13,254 14,795 23.800 23.800 23,800 Total Finance - by Category 1,096,870 1,108,818 11336,811 1,385,419 1,366.424 1,366,424 Finance 118,061 114,888 128,677 118,501 118,501 118,501 Accounting 485,099 532,576 655,381 651,544 652,550 652,550 Administrative Services 493,710 461,354 552,753 615,374 595.374 595,374 Total Finance -by Department 1,096,870 1.108,818 1,336,811 1,385,419 1,366,424 1,366,424 150 1:. 9!<. A a to : ti i>i << <<> < < > > > « ss....o ..............u Q Grt >sof:T... Y......::::: 0`16a tt e 9..::....:.:::,.:..:................... Program Summary: 1999/00 Goals and Objectives: The Director of Finance reports directly to the City Work with the Volunteer Coordinator to' recruit' volunteers • Manager and is responsible for'all financial for"Finance Department activities. transactions of the City. This budget unit supports the activities of the Director. The Finance Provide analysis and financial leadership in;the • Department includes Finance; Financial Operations, implementation of the water supply project. and Administrative Services. Work with the various departments and citizen' groups in Activities of the Finance budget unit include the the funding.of park and open space projects and the City management and issuance of debt for General and Park Master Plan. Enterprise activities, the investment of public.funds, the annual budget-process, long range financial Review all financial and administrative computer planning, financial advice to the City Council, Boards software systems, Upgrade as necessary to avoid failure . and.Committees, and Departments. due to the year 2000 date issue., 1998/99 Accomplishments: Refine processes and procedures to increase efficiency . and quality of work flows. • Received the GFOA Distinguished Budget Presentation Award for 1998/99 and the Award for Prepare the 2000/01 budget to ensure that Council goals Excellence in Financial Reporting for 1997/98. are funded and that the Long Term Financial Plan is • complied with. Provided analysis of the impacts of legislative measures on City revenues and provided information Continue to organize City records and to manage them-in to Legislators, Governor's office, Departments, City an efficient and professional `manner. • Council and the public. Ensure that "Tigar'd Beyond Tomorrow" goals and Worked with Departments to update the Long Range objectives are included as appropriate in the budget. Financial Plan. • Program Highlights: . Provided financial analysis for water revenue bonds. Prepared and communicated comparison of Portland The 1999/00 budget for the'Finance budget unit includes, and- Willamette options. Analyzed -general obligation no new positions. bonds for facility'improve ments, utility billing, budgeting, and financial planning; The sale of Revenue bonds for the water supply project is included in this budget. Updated policies and procedures to enhance business tax administration and utility billing, and The City will continue to participate,in the budget and implemented the acceptance of Credit card financial statement awards programs of the GFOA. payments from customers. , Financed the Dartmouth LID project. Issued new notes for assessments in litigation, long term bonds for the balance of the assessments. . r 151 • f0 : Ado fed.. Wd f.~.:::;:::::.:::::::::.:::::.::....:.............................................:..:.:::::::::::::.:::::.:: . ::::::::::f <<'»><>< ><?< <»< .<<`<`?<««««'<<> ><»>«><'< :>>Bd. a ..tJ.n~. . G g...:::.... Performance Measurements 1996/97 1997/98 1998199 1999/00 Level of Outstanding Debt 9,485,000 7,710,000 24,210,000 24,210,000 Amount of funds invested 35,000,000 33,000,000 53,000,000 53,000,000 Debt Issued 4,360,000 4,600,000 22,600,000 22,600,000 Total Finance Budget 1,133,769 1,135,410 1,336,813 1,385,419 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Director of Finance 1.00 1.00 1.00 1.00 Total Positions 1.00 1.00 1.00 1.00 Service Level Standards Achieve a rate of return on investments that exceeds the State Investment Pool. Manage debt to ensure the lowest possible interest cost to the City. Manage Audit process to deliver final Audit report and financial statements to Council by December 5. I Update Long Range Financial Plan prior to December 15. 152 • . »>>><><'s«<:<`.<':>»>':>> <`:>I<< <'><>' > »'>1>» > > . ::::..Y . z;:::;;:«;:«zt::»<::::»= . »>::>::>:«::z:: '33:>:: LfTI . ;I?aG ?S::i: `Y;:>:<::<:iii> 400 '11 ' d -A .0 ::::..::.::.::::.:...:..................:..:............................1..ta..............A ..::.::...............................................::1? : sr .f .o .:.........:..39. 9..f..ltr.;:.;;:::.;:: .S . 9 14Q:::>::::>:::<:::.:g...............................#.....:::;. Personal'Services Positions 1.00 1.00 1.00 1.00 1.00 1.00 Wages 68,773 71,068 72,615 75,005 75,005 75,005 Overtime 112 168 0 .0 0 0 Worker's Compensation 138 249 169 153 153 1.53 Payroll Taxes 5,667. 5,745 6,033, 61202 6,202 6,202 Retirement 9,015 8,501 8,714 8,251 8,251 8,251 Group Insurance 5,380 4,992 5,460 6,263 6,263 6,263 Total Personal Services 89,085 90,723 92,991 95,874 95,874 95,874' • Materials & Services Water Cost& 0 0 0 0- 0 0 • Prof. &.Contract Services 470 15,212 22,500 12,000 12,000 12,000 Repair & Maintenance 3,769 37 0 0. 0• 0 Special Dept. Expense 166 5 0 0 0 0 • Office Supplies 622 319 600 600 600 600 i Advertising & Publicity 2,173• 2,320 2,955 3,075 3,075, 3,075 Fees/Dues/Subscriptions 4,242 4,428 6,256 4,475 4,475 4,475 Travel & Training 1,389 1,844 2,275 2,393 2,393 . 2,393 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 84 84 84 Insurance 0 0 0 0 0 0 Library Materials 0 01 0 0 0 0 Total Materials & Services 12,831 24,165 34,586.. 22,627 22.627 22,627 Capital Outlay Land & Improvements 0 0 0 0 01 0 Building & Improvements 0 0 0 0 -0 0 • Vehicles 0 0 0 0. 0 0. Office Furniture & Equipment 12,383 0 600 0 0. 0 ,Computer Equipment 3,762 0 500 0 '0 • Operation Equipment 0 0 0 0. 0. 0 Computer Software 0 0 0 0 0 Total Capital Outlay 16,145 0 1,100 0 01 0 - • Total Budget Unit 118,061 114,888 128,677 118,501 118.501 118,501 153 1:.. 3..1tJ#1:.~4et .tc1..~.gd P :::::::::::9.et t i a d.,: 0.:: Q Y . . Program Summary: 1999/00 Goals and Obiectives: The - Financial Operations Manager reports to the Complete annual audit and issue Comprehensive Director of Finance for the City's accounting services. Annual Financial Report by. November 1, 1999. This includes utility billing, accounts receivable, Implement new- automated on-line features for accounts payable, payroll, fixed assets, lien searches, financial reporting software. Add. ability to process inventory, preparation of financial and special request purchase requisitions and payroll timesheets through reports, business tax, alarm, permit processing, and automated electronic processes. ,These centralized purchasing. enhancements will eliminate duplicate entry and increase productivity in these areas. Outsource utility billing mailings. Outsourcing mailings will increase staff productivity, and save approximately $7,000 this fiscal year. Postage savings and reduced equipment costs make up 1998/99 Accomplishments: these savings. The Comprehensive Annual Financial Report (CAFR) was completed for Fiscal Year Ended June 30, 1998, Program Highlights: and issued on December 2, 1998. This fiscal year will be our first with integrated utility and finance software. We will be continuing to work Received Certificate of Achievement for Excellence in out bugs and problems with this integration. Financial Reporting from GFOA for Comprehensive Annual Financial Report for Fiscal Year Ended June 30, The software will continue to'be enhanced through 1997. December 31, 1999, so additional upgrades will be implemented this fiscal year. Conversion of utility and financial reporting software was completed this fiscal year. Both systems are now Training relating to the new software will be a major integrated together and are Y2K ready. focus this year. Staff will need classes to learn how to develop and write reports in the new system. Our Acceptance of Debit and Credit cards was implemented budget reflects an increase in training costs due to in the Utility Billing program. Customers are now able the new software. to pay utility bills at our walk-in counter with Debit and Credit cards: The other major focus will be in automating the process of utility payments. The Accounting Implemented an Automatic Payment Program for utility Department will continue to focus on increased customers. Customers can now.have their utility bills productivity by automating the cash receipting paid directly from their checking or savings account. process and eliminate manual entry into the new utility billing system. Numerous internal financial reports were created to provide better information to management staff. A new position has been added to our Department this fiscal year. The focus of this position is to evaluate relationships between various departments' functions and funding restrictions. This position will review revenue sources, develop and maintain overhead rates for grant purposes, review fees and charges, and work with departments to ensure that fees and charges are updated on a periodic basis. 154. P ..::9.....::.::::.:::.::::::::::::::.:::::.:...........::...:..:.::::::::::::::::::::::::::.:::::::::::::::::::::.:::::::.::::::::::.::.:.......................................................:::..::.: . . :>:>::>z>:? »z»>?>``:»s>?> >:::>»:>::>:::»>:>::>:>`?<'<k >`:;b :>T......: ':::JCL : ::::::::::::::.:::.::::::::::::::::::::::::::...........Y.............. ........~...........3.................. i i Iff" dgei .t dun i g::.::.......::::.::.::.::.:::.: Performance Measurements 1996/97 1997/98 1998/99 1999/00 Payroll Checks Processed 5,900. 6,068, 6,100, 6,200 • Utility Bills Processed 89,000 90,122 93,000 96,000 Accounts Payable Invoices/Checks Processed 19,500 18,097 20,500 21,115 Purchase Orders Processed 840 853 1,250 1,313 Lien Searches Processed 2,750 3,615 3,000 3,150 • Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 • Accounting Assistant II 2.00 2.00 3.00 3.00 Accounting Assistant III 3.00 3.00 3.00 3.00 Budget/Finance Analysist 1.00 1.00 1.00 2.00 Buyer 1.00 1.00 1.00 1.00 ~i Financial Operations Manager 1.00 1.00 1.00 1.00 Total Positions 8.00 8.00. 9.00 10.00 . Service Level Standards- Monthly Financial Statements to Director of Finance - 4th working day of month. ` Purchase Orders processed and distributed - within 2 working days of receipt of requisition. Utility billing processed and mailed - within 5 working days of meter read. • Cash receipts posted to accounts - 1st working day after receipt of payment. Issue Comprehensive Annual Financial Report by November 1, 1999. 155 • i <::::; .....:....::i::.':::''::'::::i::::::::i:$: Rdo Ed > d ef . f..:... a.....r Y .............g........,............................:.::.:::....:......................................................................... 3.:..:.:::._:::::. !..::.:::::::::.:..........P.......................P.....:.........:::.:PP.:::.::::::::::::::::.:..:::: P QO 3999J#J£ » ::993.. [ <?; > >!Des:cr~ rf ............................13.36J9 > >1.937198':::> 998f :9 P 9.:.....:.:.:.:.::::...:...:::.:..::..::.: 1...::::.:.:..: . Personal Services Positions 8.00 8.00 9.00 10.00 10.00 10.00 Wages 289,684 300,841 341,942 388,444 388,444 388,444 Overtime 200 702 0 0 0 0 Worker's Compensation 708 1,076 797 792 .792 792 Payroll Taxes 24,654 251,284 29,638 33,142 33,142 33,142 Retirement 33,551 32,887 37,038 40,685 40,685 40,685 Group Insurance 31,190 31,743 34,234 45,353 45,353 45,353 Total Personal Services 379,987. 392,533 443,649 508;416 508,416 508,416 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 35,851 58,526 57,985 43,567 43,567 43,567 Repair & Maintenance 5,029 4,290 5,512 1,800 1,800 1,800 Special Dept. Expense 718 117 0 40 40 40 Office Supplies 48,573 53,895 56;029 61,519 63,019 63,019 Advertising & Publicity 777 835 2,375 1,500 3,045 3,045 Fees/Dues/Subscriptions 947 3,049 3,401 2,000 3,515 3,515 Travel & Training 3,115 3,595 6,170 3,554 13,184 13,184 Fuel Expenses 0 0 0 13,184 0 0 Computer Software 0 8,254 72,025 0 0 0 Rents. & Leases 805 1,199 1,620 0 1,464 1,464 Utilities 0 0 0 1,464 100 100 Insurance 0 0 0 100 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 95,815 133,760 205,117 128,728 129.734 129,734 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 2,583 187 3,765 8,350 8,350 8,350 Computer Equipment 6,714 6,096 1,500 0 0 0 Operation Equipment 0 0 1,350 6,050 6,050 6,050 Computer Software 0 0 0 0 0 0 Total Capital Outlay 9,297 6,283 6,615 14,400 14.400 14,400 Total Budget Unit 485,099 532,576 655,381• 651,544 652.550 652:550- 156 City of Tigard, Oregon 1.9 999 G.'.Ado..ted8uel >:::>::::::<::::::«<::>:;::<:_::<:»>:: fc:.>:ands:A~€riitrirstra ~t i ta€ Pir . . Y Admin...:... E Administrative Services Office Records Municipal Services Court ¢o e . d A'QYEt~><?'~ItlO tetJ;' i> "'tetl> Pr :::.:::..::.::::.:.:..::..::..:.:::.::::.::..:...::.....::.:::.:......:::.;:::....ua ::P...::.:.:P.::.;:.;_:<>:;;::.>:.:.:.:. P. . ; ; .9. 1:95819»:......99. t?es.cr~ fio.n::::.:;:;::;; :.::.::.:.::.:<:::.::.:<:.::;:.;:.;1:9.9.5131.997f...8.::::::.::....................................................... .......:......::::......:..::.::::..:..:.:..P...:.:.......................:..........................:::::::..:::::::::::.- # Positions 9.50 9.50 9.50 10.00 10.00 10.00 Personal Services 346,278 366,354 389,069 420,335 420,335 420,335 Materials & Services 139,401 88,029 156,604 185,639 165.639 -165,639 Capital Outlay 8,031 6,971 7,080 9,400 9.400 9,400 Total Admin. Services - by Category 493,710 461,354 552,753 615,374 5957374 595,374 Office.Services 216,672 199,646 228,640 249,112 249,112 249,112 Records 100,835 106,925 125,296 147,765 147,765 147,765 Municipal Court 176,203 154,783 198,817 218,497 198,497 198,497 Total Admin. Services - by Dept. 493,710 461,354 552,753 615,374 595.374 595,374 157 -20 €f int. . Program Summary: 1999/00 Goals and Obiectives: • The Administrative Services Manager reports to the Continue to offer internal. general support services, and Finance Director for the Office Services division. information processing services to meet This division provides city-wide support to. City organizational workload demands. departments in: switchboard, mail services, meeting room reservations, coordination of large copy Provide quality customer service through switchboard projects, word processing, desk top publishing, contacts by timely response and by directing phone spreadsheet development, and data entry. customers to the appropriate department or staff member. Provide word processing, editing, and desk top publishing services to enhance the quality of work • product distributed by the City. Enhance the City's web site. Work with customers to meet their needs for meeting space. 1998/99 Accomplishments: Program Highlights: Service levels for switchboard, general support Staff training on web site development and services and information processing services being maintenance. Our goal is to improve service to met.. customers through a more interactive and informative • web site. Replacement of five copiers through the state rental contract resulting in more reliable equipment and Continued review of citywide copier usage and improved copy quality. reliability, and a coordinated plan for replacement of • machines. Equipment is being used more effectively Review and updating of statistics kept within the and department's copy needs are being met. w section. Lease of new mail processing equipment will increase • Room reservation tracking and letter process moved efficiency, reduce processing time and reduce, risk of to an MS Access program. injury. 158 a i 99J Otl:::Ado ted:: .u > ......<< > : > < > .....s::::.>.`> > 1 ...................................E3...d e.............................:::::............::::::::::::::::::::::::.:::,::.::::::::::::.:.:::::::::::::.::::.:::.::::.........::::.....................:............................::::::::::: P 9.......:..::: Cat. >sD >Tc .>.c3r.. rt t :>c>: rce:_Sevice...:>:::>::::>::<::>::::>::<::>::> ::::::::::::::>::::::::::::»::::»::>:>::::>::>:>::<::>:1...., ....3.... ::::.::::::::::I... Performance Measurements 1996/97 1997/98 1998/99 1999/00 % of time, by department, spent on Information Processing & Office Services projects Administration 37.50% 40.00% 38.50% , 16.50% Community Development 26.00% 31.00% 30.00% 14.00% Engineering 5.00% 6.00% 5.50% 1.50% Finance 8.50% 6.50% 6.50% 22.00% Library 10.50% 7.00% 8.00% 2.50% Public Works 3.00% 3.50% 3.50% 1.50% Police 10.00% 6.00% 8.00% 1.00% Citywide services n/a n/a n/a. 41.00% Postage Costs (avgimonth) 2,125 2,500 2,800 2,900 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Administrative Assistant 1 1.00 1.00 1.00 1.00 Administrative Assistant II 1.00 1.00 1.00 1.00 PBX Operator 1:b0 1.00 1.00 1.00 Information Processing Technician 1.00 1.00 1.00 1.00 Total Positions 4.00 4.00 4.00 4.00 Service Level Standards Information Services projects. Priority based on order request received and customer's need. 24 - 48 hour average response time. Switchboard response level., First ring whenever possible, third ring when phones are busy. Clerical support response: As requested, minimum, lead time 24 hours. Room.Reservations response: 80% immediate assistance, 20% returned call back within 24 hours 159 f'9 `9fF3 : eei>guet et»» ><<>:>>>:<>'« < s><> > > > ><>< > > <>«:<[<> > > > . .......:..i . o . t i d. Car ..<<«<>€ '<<'><:<``€>[` .::..........::.......:..................::............:.X.. t.......:....# ' ::::::::::::::::............:.::::::::::::..::.::::::.:::::::.::::.::..::.jf Q : GE>Se 5>?:» s.» ::::::>::::>::::>::>`:::;>:»:<::::<::<::<i«<:>:«::<:;:>:::><:?:isi«::< LI.: fit.. ffE..........i # .............................811.... u.......Ad....t... ;:.;;:.::;.;:.;:.;?k:996f Personal Services Positions 4.00 4.00 4.00 4.00 4.00 4.00 • Wages 108,807 116,913 122,757 125,141 125,141 125,141 Overtime 81 280 0 0 0 0 -Worker's Compensation 278 448 286 255 255 255 Payroll Taxes 9,241 9,884 10,640 10,596 10,596 10;596 Retirement 12,640 10,537 -12,276 12,514 12,514 ,12,514 Group Insurance 12,955 12,944 12,151 13,930. 13,930 131-930 i Total Personal Services 144,002 151,006 158,110 162,437 162,437 162,437 • Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 1,314 96 1,500. 1,360 1,360 1,360 i Repair & Maintenance 1,173 1,416 440 1,210 1,210 1,210 Special Dept. Expense 0 10 0 0 0 0 Office Supplies 67,282 41,725 60,045 72,155 72,155 72,155 Advertising & Publicity 298 0 0 0 0 0 Fees/Dues/Subscriptions -501 0 0 200 200 -200 Travel & Training 0 0 600 1,700 1,700 1,700 Fuel Expenses 213 284 170 170 170 170 • Computer Software 0 321 685 0 0 0 Rents & Leases 797 1,142 1,090 6,880 6,880 6,880 Utilities 0 355 500 , 0 0 0 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 .0 i Total Materials & Services 70,576 45,349 65,030 83,675 83,675 83,675 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 • Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 369 895 0 3,000 3,000. 3,000 Computer Equipment 1,725 2,396 5,500 0 0 0 • Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 0 0- 0 0 Total Capital Outlay 2,094 3,291 5,500 3,000 3,000 3,000 Total Budget Unit 216,672 199,646 228,640 249,112 249.112 249,112 160 • gO.A~# t P :..:...........................:.:.......:.:.:::..................:.:.:.::..:::..:::.:.::::.t Tf Ee ...i>E...............................................................................:....:..:::::::..::. ........r...:.:::::: d >tU` . £t Program Summary: 1999/00 Goals and Objectives: The Administrative Services Manager reports to the Document preparation and maintenance microfilming of Finance Director for Central Records. City Council records, building jackets, commercial plans, and police death cases. Records provides city-wide support for file management. Responsibilities include file Annual records destruction. development, filing, records retrieval, and coordination of records destructions and Continue to provide staff and citizen's with timely microfilming. access to records. The City's records management program provides a Review and update of e-mail policy. Audit of e-mail to means for control of inactive records, a framework determine compliance with policy. for legal protection, allows for timely destruction of records and efficient use of space. 1998/99 Accomplishments: Program Highlights: Annual microfilming is on schedule. Hire and training of new employee to help move microfiliming program beyond maintenance filming. Implementation of new retention schedule. Annual records destruction will be completed based on the Continue to provide citywide education on records new schedule. issues. Storage space rented to allow staff to "stage" Assistance from volunteers with filing, labeling, and records for the annual records destruction. Long microfilm document preparation. term storage issue resolved by Records being allowed to use the lower level of the Canterbury property for storage. Training provided on the Windows version of Clerk's Indexing, e-mail training; and general records information for the supervisor's training. Extensive use of volunteers to help prepare files for microfilming or destruction. 161 • S ::.:;:.:.;:.;:<.;:.::.;:.:::.:;.:;::.:::<::<:::::.::.;:::.:::.;:.; :.:..........i............Wa........... ...x.....:............................................................................................ • • >333fT. ~..:.g...::[art.. ~ • Performance Measurements • • 1996/97 1997/98 1998/99 1999/00 • Records Requests 591 626 -600 600 Files pulled 1,899 2,048 2,680 2,680 • • Ave. time to locate/fill request 41 min 36 min 40 min 40 min. • % of requests filled 98 87 95 95 S Copies provided 11,607 . 13,418 10,000 10,000 I New files created 3,040 2,555 2,000 2,000 Hours spent on document prep (per year) 1,139 968 900 900 • Full Time Equivalent Positions • 1996/97 1997/98 1998/99 1999/00 • Administrative Services Manager 0.50 0.50 - 0.50 0.50 Administrative Specialist II 1.00 1.00 1.00 1.00 • Administrative Specialist 1 0.50 1.00 1.00 1.50 Total Positions 2.00 2.50 2.50 3.00 • Service Level Standards • • Records Requests: Basic - one hour response time Research Requests: Half day response time New files entered into database and filed : Three times per week Records destruction Yearly • • • • • 162 • X9:9 Q::>A to ~1....t::« <<::<: «:::»<:::>:::<«::«:::>:::::: <::< .........Q........dv d..... e G~ty.:.::::.:d,: xxxff c?`' <>»>>»><'»><><?>>' «<<><<<<<<llll>_>>>>' X33.. I , ::;d Q `tad«> ...r.;.._: . . d :.:.:.;;:.::.::.;:.;:.::;.;;::.::.;:.;:.;:.:.:.;:.;:<:.;::<:::;>:.;;::;:::;;;>:.<»::.: >.:.A... > .P......:± . e................r.....................c* . ::..:........................:..E P:.::::::::P.P.:.:::.:::::. »:'999#Q . Personal Services Positions 2.50 2.50 2.50 3.00 3.00 3.00 Wages 64,311 75,139 .77,858 93,800 93,800 93,800 Overtime 134 807 0 0 0 0 Worker's Compensation 108 213 181 191 191 191 Payroll Taxes 5,112 5,989 6,748 7,943 7,943. , 7,943 Retirement 6,626 8,097 8,322 9,091 9,091 9,091 Group Insurance 7,046 7,468 7,973. 15,155 15,155 15,155 Total Personal Services 83,337 97,713 101,082 126,180 126,180 126,180 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 6,464 4,703 15,400, 9,400 9,400 9,400 Repair & Maintenance 1,399 480 1,100 1,160 1,160 1,160 Special Dept. Expense 0 0 0 0 0 0 Office Supplies 1,468 1,239 2,044 1,800 1,800 1,800 Advertising & Publicity 484 0 0 320 320 320 Fees/Dues/Subscriptions 1,725 1,177 1,935 1,680 1,680 1,680 Travel & Training 1,851 1,613 3,455 2,725 2,725 2,725 Fuel Expenses 0 0 0 0 0 0 Computer Software 475 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 13,866 9,212 23,934 17,085 17,085 17,085 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 .0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 240 0 280 4,500 4,500 4,500 Computer Equipment 3,392 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 Total Capital Outlay 3,632 0 280 4,500 4,500 4,500 Total Budget Unit 100,835 106,925 125,296 147,765 147,765 147,765 163 • Apia tad Budge.. • • • Program Summary: 1999/00 Goals and Objectives: Municipal court provides a local forum for the Continued processing of traffic, parking, limited resolution of parking and minor traffic citations, misdemeanor and civil infraction cases. • limited misdemeanors, and civil infractions. The Municipal Court Judge is responsible to City Council Update court orders to reflect legislative changes. for judicial function of the court. The Administrative Services Manager reports to the Finance Director Continued use of pre-collect and collection services. and is responsible for the administration of the court and coordinates with the Municipal judge in the development of court policy and procedures. • • • • • 1998/99 Accomplishments: Program Highlights: • Pre-collection services reviewed and a new service Additional software license will allow increased provider chosen. The new service is considerably efficiency in completion of'workload. Entry of-new , less expensive. citations and collections work is being done by Office: Services staff and the Police Department accesses the Policy for using default judgments developed and database to run reports. We do not have enough implemented. licenses to allow staff to be in the system at the same • time. Springbrook data accessable.through an Access • program. Implement new pre-collect and collection services • contract to maximize collection of court-ordered fines Expansion of the civil infraction process to include and fees. • building code violations. a • • • • • • • • 164 1:::991 :li" ><>:><':<>< <!»>`><'<««>:><:;>><;«:> <;»<:>`><<>>>><>>;<:><<:<< <>><><>><>»<>>>>>';;: . A i.. fed.: .~t:.:..#..... a . d... r.. rt . 334 u:....:1R..:..:: ..........................9........................ . Performance Measurements 1996/97 1997/98 1998/99 1999/00 Traffic citations processed 6,603 6,485 7,500 7500 Number of trials docketed 523 602 Bail refunds 1,010 569 740 750 Court revenue 347,264 320,538 349,000 349,500 Full Time Equivalent Positions 1996/97 1997/98 1998/99 1999/00 Administrative Services Manager 0.50 0.50 0.50 0.50 Administrative Specialist II 2.00 2.00 2.00 2.00 Administrative Specialist 1 0.50 0.50 0.50 0.50 Total Positions 3.00 3.00 3.00 3.00 Service Level Standards Counter and phone assistance : Immediate. Not more than ten minutes during arraignments. Process incoming traffic citatons: Daily Process mail: Daily Schedule trials: Within 30 days of arraignment. Trial date within 60 days of plea. Issue suspension notices: Weekly Pre-collect services: Cases sent weekly Collection services: Cases sent bi-monthly Bail refunded: Bi-monthly 165 P icy ><><? '«><><<>><_<>;<;< ::::::::::::.:::..::::.::.;:.:.::..<.;::<:<.;:.; t 44 e rd pose ` A....~?a f .....I........l d....... .....P.................. d.....A Qesci n>> >>43.9.619>`':<<`>937198«<>>'k998I' li!389If34<>«'391t}« i Personal Services Positions 3.00 3.00 3.00 3.00 3.00 .3.00 Wages 89,235 89,689 99,013 99,495 99,495 99,495 Overtime 41 4 0 - 0 0 0 Worker's Compensation 244 423 231 203 203 203 Payroll Taxes 7,628 7,592 81582 8,425 8,425 8,425 . Retirement 10,186 9,134 10,437 10,226 10,226 10,226 Group Insurance 11,605 10,793 11,614 13,369 .13,369 13,369 Total Personal Services 118,939 117,635 129,877 131,718 131,718 131,718 Materials & Services Water Costs 0 0 0 0 0 0 . Prof. & Contract Services 28,451 30,975 58,520 77,604 57,604 57,604 Repair & Maintenance 170 0 50 0 0 0 Special Dept. Expense 0 20 55 45 45 45 Office Supplies 998 1,469 2,170 2,320 2,320 . 2,320 Advertising & Publicity 63 120 0 0 0 0 Fees/Dues/Subscriptions 371 194 395 460 460 460 Travel & Training 3,505 690 2,750 4,450 4,450 4,450 Fuel Expenses 0 0 0 0 0 0 . Computer Software 21,401 0 3,700 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: S Library Materials 0 0 0 0 0 0 Total Materials & Services 54,959 33,468 67,640 84,879 64,879 64,879 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 • Vehicles 0 0 0 0 0 0 Office Furniture,& Equipment 609 0 1,300 11900 1,900 1,900' Computer Equipment 1,696 3,680 0 0 0 . 0 • Operation Equipment 0 0 0 0 0 0 . Computer Software 0 0 0 0 0 0 Total Capital Outlay 2,305 3,680 1,300 1,900 1,900 1,900 Total Budget Unit 176,203 154,783 198,817 218,497 198,497 198,497 • 166 • General Government City Wide Support City Attorney n, City of Tigard, Oregon i r • • r i • • • • i i 1 Oregon City of 'f igard' i>913iFt3#<>Rd':ed;Be1 e«<><»'<>':< : I!:.::........ General Government city Wide City Support Attorney . :........::....ae~~ t~,...............:..:...::.:.:.::::::::::h.ssts........:h.;irsash:;i.:.:..:::.:..:..:......:..:................::.:::: # Positions 0.00 0.00 0.00 0.00 0.00 0.00 Personal Services Materials & Services 350,940 425,439 337,213 287,618 287,618 287,618 Capital Outlay 0 0 0 0 0 0 Total Non-Departmental - by Category 350,940 425,439 337,213 287,618 287,618 287,618. Citywide Support 21.3,797 241,481 277,213 227,618 227,618 227,618 City Attorney 137,143 183,958 60,000 60,000 60,000 60.000 Total Non-Departmental - by Dept. 350,940 425,439 337,213 287,618 287,618 287,618 167 • . e.... #........t.............................::....:::..:.:::::.::....................................................... R .k >T_....i` > 1 ...Qf..... .9:::.:;:.:;: : . :::::::::::::.::::::::::::::::::................Y............. • • ...........................................4:....tF~1 • • The Director of Finance is responsible to the City Manager for management of the General Government program. This budget unit includes Citywide 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 Ramis, Crew, Corrigan & Bacharach; located in Portland, are also included in this program. However, all costs directly related to departments have, for the first time, i been moved out of this budget unit to the appropriate departments budgets. • • :fed <:Q' 05. d.....A ...:...:.d" p li s«,'a;> <<99g pp'<>9 .9f. .:.....::.:::.::::::::s9...6f..97.::::::.::.1:9~71~8:::..::::.:..:..:.:~.::::............................................. ~ Materials & Services • Prof & Contract Services 148,101 225,693 84,000 64,500 .64,500 64,500 • Repair & Maintenance 79 0 0 0 0 0 Special Dept. Expense 0 0 0 0 0 0.. Office Supplies 1,431 2,045 1,500 1,600 1,600 1,600 Advertising & Publicity 0 0 0 0 0 0 • Fees/Dues/Subscriptions . 28,408 27,011 _ 34,673 32,068 32,068 32,068 • Travel & Training 0 308 0 0 0_ 0 • Rents &-Leases 427 0 30,000 0 0 0 Utilities 172,494 170,382 187,040 189,450 189,450 189,450 Total Materials & Services 350,940 425,439 337,213 287,618 287,1618 287,618 ' • • w • i 168 • A. u Eed.B . et p-:::: 9.: . . .....r E?. G.I :.lflte..Sii Qrt::.:: . ...........:...............................................................ctlal................At.d.:o :rid . p ...:::...:::::::.::::::::po:.::.::.:::::::.::.....................................::.......:::. Materials & Services Prof & Contract Services 10,958. 41,735 24,000 4,500 4,500 4,500 Repair & Maintenance 79 0 0 0 0 0 Special Dept. Expense 0 0 0 0 0 0 Office Supplies 1,431 2,045 1,500 1,600 1,600 1,600 Fees/Dues/Subscriptions 28,408 27,011 34,673 32,068 32,068 32,068 Travel & Training 0 308 0 0 0 0 .Rents & Leases 427 0 30,000 0 0 0 Utilities 172,494 170,382 187,040 1-89,450 189,450 189.450 Total Budget Unit 213,797 241,481 277,213 227,618 227,618 227,618 Notes: This budget unit. includes the following detailed appropriations: Contract Service: Signing/Interpretation 4.500 Total contract service 4,500 Office.Supplies & Expenses: Office Supplies 1.600 Total Office SuppliesA Expenses 1,600 Dues for membership in state or regional organizations: Tualatin Valley Economic Development Commission 5,000 Metropolitan Services District 4,000 League of Oregon Cities: Dues 13,020 Livable Communities 744 Transportation project 1.860 Other 744 National League of Cities dues . 11700 Growth Management Caucus 5.000 Total dues for membership 32,068 Utilities for public facilities Natural Gas 15.600 Telephone 60.000 Water/Sewer/Storm 52.700 Electricity 61.150 Total utilities for public facilities 189,450 Total City Wide Support 227,618 169 : E . X. x ttor rt:::«;;:;::.;::.;;:.:.::;:::.>>[»::: a........... a ......f. et ...A <Desc :t to >:98:«:;>:;::>:;:9981 1#€>«:><:::.... € 9#1 4 Materials & Services Prof & Contract Services 137,143 183,958 60,000 60,000 60,000 60,000 • r Total 137,143 183,958 60,000 60,000 60,000 60,000 ' - s i Notes: The cost of City Attorney services are estimated by category as follows: af.........Actitak.......Ac>a . ed....E'ro cis A d u <:>::::>::::>::::>::>:»>:::::>:::<:»:>:199&97<»>1K9}:'19. ...`S}99>>«2939f4#><>9FI ._......9 . - - Litigation 113,838 112,597 50,000 50,000 50,000 • 50,000 Other 23,305 71,361 101000 10,000 '10,000 10,000 • 137,143 183,958 60,000 60,000 60,000 60,000 r 170 Debt/CIP/Contingency Debt Service Capital Improvements Contingency City of Tigard, Oregon i • • i • • • • • • • • • 0, !1 A City of Tigard, Oregon : sE a :::;::;:::isi:::;2:::::;;:::::::::::i: - The debt service program is managed by the Director of Finance who reports directly to the City Manager. The City has three types of debt currently outstanding. They include general obligation bonds secured by the City's authority to levy property taxes and assessment bonds secured by installment payment contracts with property owners.. Also included are short term bond anticipation notes secured by the City's full faith and credit and the ability to assess property owners when the related project is complete. The City's current outstanding debt is as follows: General Obligation Assessment Notes Total 99/00 251,030 429,083 3,428,507 4,108,620 00/01. 257,000 212,078 469,078 01/02 246,987 212,078 459,065 .02/03 256,638 319,548 576,186 03%04 207,018 207,018 04/05 207,018 207,018 05/06 480,018 480,018 06107 193,018 193,018 07/08 193,018 193,018 ' 08/09 96,509 96,509 Total: 1,011,655 2,549,386 3,428,507 6,989,548. The assessment maturities in 02/03 and 05/06 include term bonds that can be called prior to maturity. As assessment payments are made, term bonds will be called'as funds allow. Existing debt levels have no direct impact on current or future City operations. Note that a large portion of general obligation debt reached it's final maturity in 1998/99. This was the last year of debt service on the road bonds issued in 1989. This, final maturity created a reduction in the debt service property tax levy for 1999/00 equal to $.50 per thousand. Legal Debt Limit Oregon statutes limit local government debt to 3% of true cash value. The debt limit calculation excludes debt related to assessments therefore only outstanding general obligation debt is subject to the limitation. The limit for 1999/00 will be $91,432,520. based upon the estimated assessed value of $3,047,750,659. Future Debt Plans The City has received contracts from property owners to pay assessments on Local Improvements in installments. The City issued assessment bonds in November 1998 in the amount of $3,500,000 to be repaid over a period of ten years. In addition, the City is contemplating new road bonds, replacing old bonds which matured in 1998/99. The bonds, if approved, will be general obligation and will be repaid with property tax levies over, the next twenty years. The following tables and 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 1999/00. 171 1999/dd'~Adopted Budget City of Tigard, Oregon Summary of Debt Service by Type - • TypefSource of Dollars Fund" Totals GENERAL OBLIGATION BONDS- .Paid from property taxes Refunding Bonds 251,030 BANCROFT IMPROVEMENT BONDS- Paid primarily from Special Assessments Pre 1984 Bancroft Bonds 10,000 - • Lincoln/Locust Street LID 68,900 1993 Refunding 157,165 1998 Dartmouth Street LID 193,018 429,083 r. BOND ANTICIPATION NOTES- Dartmouth Street LID 2,028,507 • 69th Ave. LID 1,400,000 3,428,507 TOTAL 1999/00 DEBT SERVICE 4,108,620 • Debt Service by Type Bond Anticipation • Notes 74.89% Y i 5 . g. Gen. Obligation. Bancroft 9.27% Improvement 15.84% 172 a 1°99970"0 optxl3uiget ro;e IN, City of Tigard, Oregon Projected Annual Debt Service - 4,500,000 4,000,000 3,500,000 3,000,000 a~ 2,500,000 a~ 2,000,000 _ c Q 1,500,000 1,000,000 500,000 - 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 Fiscal Year O Bancroft Imp Bonds ■ GO Bonds O Anticipation Notes Debt Service program expenditures are-shown below: Actual Actual Adopted Proposed Approved Adopted Program Expenditures 1996/97 1997/98 1998/99 1999/00 1999/00 1999/00 General Obligation Bonds 1,596,095 1,651,235 1,674,615 251,030 251,030 251,030 Bancroft Improvement Bonds 521,862 333,515 333,569 429,083 429,083 429,083 Bond Anticipation Notes 4,449,666 186,792 4,718,657 3,428,507 3,428,507 3,428,507 Total Debt Service 6,567,623 2,171,542 6,726,841 4,108,620 4,108,620 4,108,620 173 1999700 Adoptetl'Budget • City of Tigard, Oregon s~ • Projected Annual Debt Service • General Obligation bonds 300,000,, ' 1k*M ...`~r2 r~ru$44iY:'~ -'3'tz[T°I'Ei13SkPs*a~i`'` 250,000' ; 200,000 a) U) • 150,000 • • ; 100,000-1 Q • 50,000 2000 2001 2002 2003 Fiscal Year • ® Interest O Principal • 1999/00 debt service on the outstanding General Obligation Bonds is as follows: • G.O SERIES Date Interest Principal Total 1993 Series A 1/1/00 20,515 . 20,515 • Advance Refunding Bonds 7/1/00 20,515 210,000 230,515 Original issue $6,935,000 • Total General Obligation Bond Debt Service 41,030 210,000 251,030 . • • • • r 174 • • 1999700 Adopted'Sudget . City of Tigard, Oregon F Projected Annual Debt Service Bancroft Improvement Bonds 4,000,000 ~j 3,500,000 3,000,000 ~ ----j U 7 ; 2,500,000 2,000,000 o j 1,500,000 i j c C 1,000,000 I 500,000 o- 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 Fiscal Year 0 Principal 0 Interest Portions of the Term Bond maturing in 2006 will be called each, year as revenues become available. It is expected the full amount will be called, and paid, prior to 2006. 1999/00 debt service on outstanding Bancroft Bonds is scheduled as follows: Bancroft Series Interest Date Principal Total 15 On Demand 10,000 10,000 1991 - A Lincoln/Locust St. 1,950 8/1/99 1,950 1,950 2/1/00 65,000 66,950 1993B - Current Refunding 12,635 12/1/99 12,635 9,530 6/1/00 135,000 144,530 1998 - Dartmouth Street 32,623 9/1/99 63,886 96,509 31,221 3/1/00 65,288 96,509 Total Bonds 89,909 339,174 429,083 1998 Bond Anticipation Notes - Dartmouth Street 40,414 11/1/99 40,414 40,415 5/1/00 1,947,678 1,988,093 69th Ave. LID 155,000 1,245,000 1,400,000 235,829 3,192,678 3,428,507 Total Bancroft Debt Service 325,738 3,531,852 3,857,590 175 S...€I::.d? ...d..R.........# 9:::::::::....:...........:.:..:..:.:::.:::.::.:::.::::. . Ca P 9 The Capital Improvement Program (CIP). is managed and directed by the 'City Engineer who • reports directly to the City Manager. 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 the Citizen Involvement Team (CIT). This process gives citizens the opportunity to discuss the CIP proposal, add projects and prioritize projects. r After input is gathered from the CIT, 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 ' designates 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 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 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 in the 1999/00 fiscal year and in future years. Water projects are shown in detail for the 1999/00 fiscal . year. 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. The operating budget has been increased in several areas to deal with the impacts from capital spending. Capital spending for purposes of this discussion include capital projects and improvements to public infrastructure. The affects of capital spending on the operating budget can be seen in the following areas: • 176 9~ 3 QD Ac1Q . te....E3....... E 0 P.: 'Oct I t 13 General Capital Projects Included in this years General Capital Projects are three projects which were budgeted for last fiscal year, but were not completed due to weather and timing. Funds are included to complete the Jack Park bike path and playground equipment. The Police roof repairs were not completed last fiscal year, due to poor weather conditions. These repairs will diminish the time and materials needed to address roof leaks and allow building maintenance personnel to pay more attention to preventative maintenance. State Gas Tax Projects Two projects are included in the FY99/00 budget that are being carried over from last fiscal year. These include the Pedestrian Improvements at Grant Avenue and the 79th Ave. design and right- . of-way improvements.. Also included in the current year budget is a pilot project to install embedded crosswalk lights at two or more locations around the City. Storm Drainage Projects Three drainage projects including 118th Ct., Lincoln Street and 116th Ave. are designed to address current drainage and erosion problems in these areas, and to lessen the need for storm maintenance activities. Parks System Development Charge Projects Park projects tend to have the most direct affect on the operating budget because most park improvements require ongoing maintenance, especially those involving grass and landscape areas. The Cook Park expansion is in the second phase in a several year process of adding ballfields, bathrooms and parking areas to the existing park. The operating budget includes funds for one additional Senior Utility Worker who will be assigned to the Summerlake District. Also included in the operating budget is $45,000. for a new rotary deck mower. Willamette River Treatment Facility The City of Tigard is leading an effort to develop the Willamette River as a water source for the. region. The eventual completion of this project will provide the City, with its own water source. The City will save the funds it is now paying for wholesale water from'neighboring water providers, but will assume its share of the treatment plants operating costs. Funds in the current budget will be used for land acquisition, engineering design work, right-of-way acquisition, water quality monitoring and initial phases of pipeline construction. 177 999 :.Q>::: to < _ : d e »::>>:«::::;<:>::»:<:>:::;:>::;:::«:>::>::>::>;:<:«::«::<:>:<: :>::::<::::......< 1.......1 A €v .:641 . ::::.::.:..................................1Y1...... d.: . o'ea.... :..::..:::.:.::::::..::.:<:.:::...:::.::..:............................mm.......f........ . r >Ad t :::::.::::.:.:.::.::::..:.:....................P.:::::::::::::::::::::::::::.::::::::.:::::: :..891 .8 >?:><:::.....'k. .............5................. Project Summary General 314,336 1,798,937 1,372,800 314,960 Sanitary Sewer 151,840 18,759 5,000,000 3,000,000 Storm Sewer 206,983 329,539 1,300,000 900,000 Water 853,299 3,386,435 6,460,000 5,110,800 • Street/Overlays 2,175,644 655,839 5,146,000 5,645,000 Parks 251,178 278,224 2,165,394 1,375,000 Local Improvements (LID) 871,908 1,629,128 71,208 971,000 Other 156,098 412,579 1,063,848. 2,692,000 i Total Capital Projects 4,981,286 8,509,439 22,579,250 20,008,760 Fund Summary General Fund 314,336 1,798,937 1,350,320 314,960: Facility Fund 152,773 370,540 823,848 267,000 Tree Replacement Fund 3,325 42,039 216,000 227,000 • Sanitary Sewer 151,840 18,759 5,005,620 3,000,000 Storm Sewer Fund 100,500 139,749 505,620 900,000 Water Fund 273,110 361,440 1,815,620 1,110„800 • State Gas Tax Fund 983,014 450,421 805,620 945,000 • Traffic Impact Fee 1,192,630 205,418 3,700,000 3,800,000 Traffic Impact Fee-Urban Sv 0 0 646,000 900,000 Parks SDC Fund 243,332 231,456 1,497,000 910;000 i Water Quality/Quantity 106,483 189,790 800,000 882,000 Underground Utility 0 0 240,000 373,000 Water SDC 580,189 2,296,754 500,000 943,000 Special Assessment Impr. 871,908 1,629,128 71,208 70,000 Park Levy Improv. Fund 21-296 - 263 193,394 218,000 Water CIP Fund 0 728,241 4,150,000 4,000,000. Metro Greenspaces 5,550 46,505 259,000 247,000 69th Ave. LID Fund 0 0 0 901,000 • Total Capital Projects 4,981,286 8,509,439 22,579,250 20,008,760 178 • w::::: e><» `a ..:::::::.::..:rsaa::.:r.::t.::::a . i.: !3f ` i3"'ted` ..r.......: . <.......0............ Proiect Summary: Jack Park Playground 53,000 53,000 53,000 Jack Park Bike Path 53,000 53,000 53,000 Police Roof Replacement 58,960 58,960 58,960 Contribution to Facility Fund 150,000 150.000 150,000 Total Projects 314,960 314,960 314,960 Funding Summary: General Fund. 314,960 314,960 314,960 Total Funding 314,960 314,960 '314,960 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 General Fund has been making contributions to the Facilities Fund for several years to provide funding for future expansion of City facilities. The contribution is normally between $100,000-$150,000 per year, depending on resources available. These costs may be repaid by the, issuance of bonds for City Facilities. . 179 1983!(3f3'::rAda tef:Bstd s::»:>::>:::::::::::::::::::::::::::::::::::::::::::::::::::::'•r''i:><»> ( 4 . . -XX -XXXXXX ;>::»::::>::::>::>::>::>::ueeA Ga it l€:Itta .rauemerat:Pta . P .:::::::.:::::::::...................P................. State Gas Tax The Gas Tax revenue can be used for upgrading the collector and local streets within Tigard, withou restriction." However, this revenue is limited and is not sufficient to fund all the street improvement, needs of the City.'-The total State Gast Tax amount shown for the FY 1999/00 is based on current budgetary projections. Although there were ' . numerous major street projects initiated and completed during the FY 1998/99, there are several projects that require funding to be carried over into FY 1999/00. The following is a brief description of the projects recommended for the State Gas Tax funding for FY. 1999/00. • 1999/00 Adopted Map Location Total Caixmi'Projects • * Pedestrian Improvements (Grant Avenue) SGT1;'.'. 47,000 This project will provide a pedestrian path along Grant Avenue connecting the existing walkway along Park Street with School • Street and providing pedestrian access to Charles F. Tigard Elementary School. * 79th Avenue (Design and right-of-way) 80,000 • This project has been awarded to an engineering consultant • to design the improvements of 79th Avenue from Durham Road to Bonita Roac. The final design will be completed by the end of 1999 • * Traffic Studies GITNIN#DE'. 25;000 . These are funds that are committed for completion of the Transportation System Plan (TSP) Update study, which includes analysis of other transportation modes, development and • participation in the public, involvement process and adoption into the City's comprehensive plan. • Total FY 1999100 Committed Projects: 152,000 Nera:Pro ecfs • * Mapleleaf Street and 71st Avenue SGT3:;'1 50,000 This project widens the existing pavement on 71 st Avenue and Mapleleaf Street to the standard width of local street. ' These funds will be used for right-of-way acquisitions and design of the improvements. • ' Traffic Circulation and Feasibility Study 20,000 • This project is to perform a traffic study to determine • which street and sidewalk connections make sense for improvements to provide balanced transportation and pedestrian circulation within the Tigard area covering Canterbury Lane, Murdock Street, 109th Avenue, Royalty Parkway and Naeve Street. • * Embedded'Crosswalk.Lights (Pilot Project) $CZTS:::1 30,000 This funding provides for the installation of embedded crosswalk lights at two or more locations as part of a pilot project. • * Pavement Major Maintenance Program (PMMP) SGl>& 233,000 • This is a program of corrective and preventive maintenance on all paved streets in Tigard. It addresses those streets that can still benefit from corrective and preventative action. ' Traffic Calming Program SGT_T: 60,000 This program provides funding for the traffic calming measures Citywide. Much of the funding will be used to place speed • humps on streets that have demonstrated the need for installation of these traffic calming devices. Other traffic calming measures may be installed where speed humps are not appropriate. • * Uncommitted Projects N/A 400,000 • Total FY 1999/00 New Projects: 793,000 • Total FY 1999/00 State Gas Tax Projects: 945,000 180 • f T..d. mt..... ve<ear:::.Ea... ali:f'tn :ousitsetx...:tZt P State Gas Tax (cont.) 2000/01 Estimated Projects * Mapleleaf Street @ 71st Avenue (Design and Right-of-Way) 70,000 * Traffic Studies 30,000 * Hall/Hunziker/Scoffins Realignment (Design) 60,000 * Tigard Street Bridge Replacement (Design) 80,000 , * Pavement Major Maintenance Program (PMMP) 300,000 Traffic Calming Program 60,000 Q Total FY 2000/01 Estimated Projects: 600,000 2001/02 Estimated Projects * Mapleleaf Street @ 71st Avenue (Right-of-Way and Construction) 80,000 * Traffic Studies 30,000 'Pedestrian Improvements 60,000 * Pavement Major Maintenance Program (PMMP) 350,000 * Traffic Calming Program 90,000 Total FY 2001/02 Estimated Projects: 610,000 2002/03 Estimated Projects * Traffic Studies 30,000 * Pedestrian Improvements 60,000 Pavement Major Maintenance Program (PMMP) 430,000 Traffic Calming Program 100,000 Total FY 2002/03 Estimated Projects: 620,000 2003/04 Estimated Projects * Traffic Studies 30,000 Pedestrian Improvements 60,000 * Pavement Major Maintenance Program (PMMP) 440,000 * Traffic Calming Program 100,000 Total FY 2003/04 Estimated Projects: 630,000 . . :::>::;»;;::::»::>:»:::;>;;;.;:;:::»>:<::>:<:>::»>::tate.G T x ear;GlP:fteca..:b W. _r »e t`" ateii sti ` a Aifo >feiiz:' iF E E E t. d.; ro ect Desca tionx:...:: 1999Li>Fi:- :<:><200.0101:<::;:>.<::<::2QQ1/EJ2'.<:' ZOU2I03 2t~Q3104>.>: Pedestrian Improvements (Grant Avenue) 47,000 79th Avenue (Design and right-of-way) 80,000 Traffic Studies 25,000 30,000 30,000 30,000 30,000 Pavement Major Maintenance Program 233,000 300,000 350,000 430,000 440,000 Pedestrian Improvements 60,000 60,000 60,000 .Traffic Calming Program 60,000 60,000 90,000 100,000 100,000 Tigard Street Bridge Replacement 80,000 Hall/Hunziker/Scoffins (Design) 60,000 Mapleleaf Street @ 71st Avenue 50,000 70,000 80,000 Traffic Circulation and Feasibility Study 20,000 Embedded Crosswalk Lights (Pilot Project) 30,000 Uncommitted Projects 400,000 Total by Fiscal Year: 945,000 600,000 610,000 620,000 630,000 181 . J~~~pN Projects Funded from i sGT3 0 the State Gas Tax SGTS Qa i IL - u, SGT6 CDBG1 69TH LID a O SGT7 P - SGT5 T SGT6 Tigard SGT7 SGTS Boundry ALN cv % r q _ S SGT7 yeti 0®e J SGT1 ~i I SGT6 SGT6 v CO ~'1 n. -Q SGT6 SGT4 _ o 0 ~ t i r M C L o = ! QPV SGT7 3 r _ O TA p o _ y J SGT7 SGT7 SGT2 EF B Z CV rf~ Q r Ole 00 L - 1 ~ p~RNPa L - •••..•.•••••*••••'•••••we 00.0•••••••••••e• 0000.0 1 {iii:vii: is ii. is i:.::«<:.::.iii:.:.?i:::.i.:::.:::.ii:.: ~:.i:.i:.ii::<.i:•ii:.::.i i::iiiiii::iiiiiiiiiii:.......: ii:;iiiiii ii{{ {f m(j :Y:::i:::::i:::is ::::5:%;; ;;:>t::::::::.:i:::::'.:::::^G: :.....:i:i:i::i:ii:+' y:. "e.' . ' ::::::::::::•i'::ii:%2:Si::`;isi;;::';::::::`::%"iS:::%JS:':::":::::;:`:'>i:;::::::::i::i::::::i::<;;::?:::::: ::::::::.::_:.::.:.::._::.1 we:: ar:lya .itali:iTari.ro..e.me.n.. . 'Vaffic Impact Fee TIF funding can be used only for highway and transit capital improvements that provide additional, capacity to major transportation systems. This funding is limited to major collector and arterial streets, and 50% must be spent on arterial streets. A major portion of these funds is being held in reserve until our transportation planning is completed. The projects proposed in the FY 1999/00 CIP are high priority projects in the Transportation Plan. 1999/00 Adopted Map Location Total an . . ed>Pfojeets : . . . * Gaarde Street ( Design and Right-of-Way) 650,000 This project is the design of Gaarde Street from Hwy 99W to 121 st Ave. The funding provided is for the design of the project and acquisition of right-of-ways necessary for construction implementation. * Bonita Road from the railroad tracks to Fanno Creek TIF2 386,000 The entire cost of this project is $800,000. Phase I and II were completed, which included underground utilities and reconstruction of the railroad crossings, at a cost of $414,000. Phase III will include street widening and construction began in early June 1999. * Walnut St./Tiedeman Ave. intersection realignment (Design) 7fF>3:a < 1,300,000 Design of this project was completed in the FY 1998/99. Project construction is expected to begin July 1999 and is projected for completion by September 2000. Total FY 1999/00 Committed Projects: 2,336,000 Nevv Projects>'>» * Burnham Street (Design and Right-of-Way) 300,000 These funds are for the design of the project, identifying right-of-ways required and beginning the acquisition process. * TIF Transit reserve N/A 220,000 * TIF reserve for future projects N/A 944,000 Total FY 1999/00 New Projects: 1,464,000• Total FY 1999/00 TIE Projects: 3,800,000' 183 ...9....:t....t..........8... ei • .........:;:.<:.;<::<::<:::>::::::::. . Traffic Impact Fee (cont.) • 2000/01 Estimated Projects • * TIF Transit reserve 325,000 • * . Gaarde Street Extension - Quail Hollow to Walnut 2,039,000 Total FY 2000/01 Estimated Projects: 2,364,000 2001/02 Estimated Proiects " TIF Transit reserve 430,000 • " TIF reserve for future projects 235,000 " Gaarde Street Extension - Quail Hollow to Walnut 860,000 Total FY 2001/02 Estimated Projects: 1,525,000 • 2002/03 Estimated Projects * TIF Transit reserve 530,000 * TIF reserve for future projects 1,225,000 Total FY 2002/03 Estimated Projects: 1,755,000 • 2003/04 Estimated Proiects • " TIF Transit reserve 620,000 • * TIF reserve for future projects 2,035,000 Total FY 2003/04 Estimated Projects: 2,655,000 Traffic .....:p:: » 5;YearCLP;:Reca b ;Pr ei'?a=ste mat d< tech:, Estiinat :::.....;:.>;;<;:<>::><:<:>:::>:: ::::::.>::_::Ada Est%ma R Descci 1.999100:':::<?;,.2O:fl1%02>::<::>:::> 20a2f03:»>>ZQ03~44 -:::.:::.:...a . Bonita Road: Railroad tracks to Fanno Creek 386,000 • Walnut St./Tiedeman Ave. intersection 1,300,000 - Gaarde St. Extension 650,000 2,039,000 860,000 TIF Transit reserve 220,000 325,000 430,000 530,000 620,000 TIF reserve for future projects 944,000 235,000 1,225,000 2,035,000 Burnham Street (Design and Right-of-Way) 300,000 , Total by Fiscal Year: 3,800,000 2,364,000 1,525,000 1,755,000 2,655,000 • 184 • e_ o Projects Funded from e~P I I IF the Traffic Impact Fee n W I Q: ~L W Z W o nA ne 03 > DAK T ~~R O Q Q' P 6T > Tigard TIF3 o Boundry ALN TI F4 ♦ ` J I • 3 CO TIF2 l R = << - o i r QG O L o TIF1 Q TA RD r. LL Q EF B i Z ti m L / I oVRNPa • 1:9 f1 ::>Ado tr E >>`>?>>><>>»'»<>`<>>?<>s><>> • F.::v?eaCa £al.. ra xov 1 • Sanitary Sewer Fund • The Sanitary Sewer fund has funding sources that are reserved for maintenance repairs to the existing sanitary sewer • system, capacity upgrades as recommended from the USA Master Plan, and for the Neighborhood Sewer Extension' Program. A new program was created by City Council in FY 1997/98.to extend sewers into commercial areas. This new program is included in the 1999/00 CIP Budget. One of the City Council goals is preparation of _a Comprehensive • Public Facility Plan for sewers, both storm and sanitary. Several studies will need to be performed in FY 1999/00 to' provide information necessary for preparation of the Sanitary Sewer Facility Plan. • 1999/00 Adopted Map Location Total • • * Neighborhood and Commercial area sewer extensions SSF1` 500,000 The neighborhood sewer extension program has been a highly • successful program, commencing with its implementation in the 1996/97 CIP Budget. There are two projects that have been designed • and are ready for implementation in FY 1999/00: 106th & Johnson St • and'the Walnut & Tiedeman Intersection. • Sanitary Sewer Major Maintenance Program i <SF2'.:: 40,000 These funds are used to contract out sewer repair projects that are beyond the repair capabilities of the Public Works Department. This program is expected to be a continuing program in future years. . The proposed sanitary sewer major maintenance project in FY 1999/00 includes Pinebrook Street (west of Hall Blvd.). • * Commercial Street to Burnham Road << SSF?3; 100,000 • This project provides funding to upsize approximately 1,250'feet of sanitary sewer between Commercial Street and Burnham Road. * Bonita Road (at Milton Court) i;SSF4<:.: 40,000 This project is to replace or relocate approximately 250 feet of • 8-inch sanitary sewer pipe that crosses Fanno Creek at Milton Ct. • * Sanitary Sewer Facility Plan Studies NIA 25,000 • * Reserve for capacity upgrades N/A 2,295,000 • Total FY 1999/00 Sanitary Sewer Projects:. . 3,000,000 • • • • • • • • • 186 ~9.Ot3..Rda .ed..i.::d :.....:9...................................:.:................................:::..:..:::::::::::::::::::::::::::::::.:.:::::.:::::::::::::.:.....:::.........................................:::.:::::::::::::::::. : ' : <>>>:><??:......>>:F:i.'.ea :~a` . to .tom .r........ P?.::::::P Sanitary Sewer Fund (cont.) 2000/01. Estimated Projects * Sanitary Sewer Major Maintenance Program 40,000 * Neighborhood and Commercial area sewer extensions 220,000 * Reserve for capacity upgrades 2,885,000 Total FY 2000/01 Estimated Projects: 3,145,000, 2001/02 Estimated Protects * Sanitary Sewer Major Maintenance Program 40,000 ` Neighborhood and Commercial area sewer extensions 220,000 * Reserve for capacity upgrades 3,270,000 Total FY 2001/02 Estimated Projects: 3,530,000 2002/03 Estimated Protects * Sanitary Sewer Major Maintenance Program 40,000 * Neighborhood and Commercial area sewer extensions 220',000 Reserve for capacity upgrades 3,655,000 Total FY 2002/03 Estimated Projects: 3,915,000 2003/04 Estimated Projects * Sanitary Sewer Major Maintenance Program 40,000 ` Neighborhood'and Commercial area sewer extensions 220,000 ` Reserve for capacity upgrades 4,040,000 Total FY 2003/04.Estimated Projects: 4,300,000 ita >Sew r-.. San >::>::>::>::;S::.Year:CIP.:RecapbY. . ::::::>:'cf st m Ado ted:?E5 t:;:im.. ato .:..::::E :::Esti mated E§ p 3sQ4 2002J,01.: ZD.O I . Neighborhood & Commercial area extensions 500,000 220,000 220,000 220,000 220,000, Sanitary Sewer Major Maintenance Program 40,000 40,000 40,000 40,000 40,000 Sanitary Sewer Facility Plan Studies 25,000 Reserve for capacity upgrades 2,295,000 2,885,000 3,270,000 3,655,000 4,040,000 Commercial Street to Burnham Road 100,000 Bonita Road (at Milton Court) 40,000 Total by Fiscal Year: 3,000,000, 3;145,000 3,530,000 3,915,000 4,300,000 187 co cn O\A Projects Funded from g~P`'~~ I yl T- ^ I D the Sanitary Sewer Fund = C) cv 1 a ~L . z Lj o 53 _ m` U DAK T 9~ 1 SSF1 F~~ o Q P P SSF3 > Tigard SSF1 o Boundry ALN CN t - i I . - tiZj < J of I m y . CO CO T 3 1 SSF2 R 0 o < t r I - PG - SSF4 o L O r Q O TA RD Q EF B 100, 0 rn " / 1 ~URNPn~~. •••••••••••••••••••••••••••••••••••••••••~0•0 ..:....:::::::....:::::::::i::::i::::: 1:9~g}PGf::A ...e...k3 ..0 r j :........................................................................................................Y...::::.:::::::::: r:::::::.:::::::.::::::::.......:...................................:.:..::::::::::::::::::::::::::::.............. ::«:::::>:«::<:::<:>:>s«:>::::»::>:::>::::>::: al:frn rtaveme:nt.P. a .::::.:::.::F ~v...e.far.:a . tt..::..:..::.................................:..:.....:.:::::.:::::;::::::::::::::.::.. :...::...:...........................................................................................P..............p. Storm Sewer Fund The Storm Sewer fund has the same mix of sources as the Sanitary Sewer fund. The funding is generally reserved for currently unknown small projects that come up during the year. Funding from the new SDC's must be used on projects designated on the USA Master Plan. One of the major objectives for the Engineering Dept. during this fiscal year-is the development of a Comprehensive Public•Facility Plan for Storm Drainage, in accordance with a City Council goal. 1999/00 Adopted Map Location Total Cvir iftei: rojec:s * 118th Court Erosion Control STS,F::1> 50,000 This is an erosion control project that needs to extend the improvements further downstream to alleviate the heavy erosion on the side slopes and streambed. Funds will be used to initiate a study, to design the project, obtain permits and start construction based on the plan developed. * Lincoln Street Drainage Improvements S .S F:2 ; 60,000 This project extends the drainage system along Lincoln St. from 91st Ave. to Commercial St. Design and construction of this project will be combined with the Lincoln Street project that is funded by CDBG. 116th Avenue Drainage Improvements 75,000 This project intercepts the existing drainage on 115th Ave. and re-routes the storm runoff down 116th Ave. to an existing creek. Total FY 1999/00 Committed Projects: 185,000 t eW Pr.ojects; * Storm Drainage Major Maintenance STSF::>'. 60,000 This program addresses minor storm drainage problems requiring more than normal maintenance effort. This year's program includes drainage repairs at Katherine Street (at 121st Avenue), Ann Court (at 124th Avenue) and Gaarde Street (at 118th Court). * Pacific Highway and Durham Road >::STSFS : 50,000 This project installs approximately 100 feet of storm pipe and connects to the State system in Pacific Highway. Completion of this project will eliminate traffic. hazards created by standing water during heavy rains. * Walnut Terrace (at 69th Avenue) <.::`STSF:80,000 The existing storm lines on this street are impossible to maintain due to failing materials and various diameters in the same run. This project provides funding to replace approximately 800 feet of storm drain pipe and construct needed catch basins. * Hoodview Street Drainage STSF:7::;: 40,000 This project installs an underground drainage system on the east portion of Hoodview Street to collect the storm runoff and pipe it.to the drainage system on Kable Street. * Reserve for Public Facility Plan projects N/A 485,000 Total FY 1999100 New Projects: 715,000 , Total FY 1999/00 Storm Drainage Projects: 900,000 189 X .:..::.:;.:.::.;.;:.:F:iva... ar.GaP:ztal...rn .ro. ::n#.. ...,mg Storm Sewer System (cont.) 2000/01 Estimated Projects * Storm. Drainage Major Maintenance 60,000 * Reserve for Public Facility-Plan Projects 115,000 Total FY 2000/01 Estimated Projects: 175,000 • 2001/02 Estimated Projects * Storm Drainage Major Maintenance 60,000 * Reserve for Public Facility Plan Projects 215,000 Total FY 2001/02 Estimated Projects: 275,000 2002/03 Estimated Projects * Storm Drainage Major'Maintenance 60,000 • * Reserve for Public Facility Plan Projects 315,000 Total FY 2002/03 Estimated Projects:. 375,000 2003/04 Estimated Projects * Storm Drainage Major Maintenance 60,000 i * Reserve for Public Facility Plan Projects 415,000 Total FY 2003/04 Estimated Projects: '475,000 sfe torn a er: _......5:`FeaiClP>Reca Pro P........:::.......:::..:.:............. f .i> sYir~ ated: f'd ><Estma e te `sf"mat E P _ . 001IQ :>::::>:>:?2t1 2/ OOQ/Q:.: 2 » >..P.roect>:Descrr tion: :€.9.99?OQ":>::;:> 1 9. __..2...... ( . P 118th Court Erosion Control 50,000 • Lincoln Street Drainage Improvements 60,000 116th Avenue Drainage Improvements 75,000 • Storm Drainage Major Maintenance 60,000 60,000 60,000 60,000 60,000 • Pacific Highway and Durham Road 50,000 Walnut Terrace (at 82nd Avenue) 80,000 Hoodview Street Drainage 40,000 - Reserve for Public Facility Plan Projects 485,000 115,000 215,000 315,000 415,000 Total by Fiscal Year: _ 900,000 175,000 275,000 375,000 475,000 • r 190 - oN 1 0 Projects Funded from STSF6 the Storm Sewer Fund n STSF8 Z W 1 G O r O< W DAK T I p Q STSF4 Q STS F2 6T STSF4 > Tigard Boundry t C\l tl I STSF3 S A/I ..t .t 1-- I h l 2/ v o 'a 1 > J Ct1 STSF1 m v °t, -J - o R cfl L O Q STSF7 TA RD' v STSF4 > Q E STSF5 -J tr,.- - - z i CN I1~~.~__~ 1 r m L 1 I ovRNAa 1 / j 1:35 1P dv jecl£ s'>[>s<>:_::>_[:>>>'>'>>>><[><»':>:i:>`:»>>»<=<''?>?><>:>'>>>»<><:»>>>'>>>>><>:»<>><>_>»< . A :::::::::.:..::......:...................................................................:::::.::.:.:::::::::r:::::r.::::.....::.:::::::.::::::::::.:..::.::.:::.::::. • X:-X- X-%:::;::::> ::>::>;::::>:........E.......ear.. Ca . to . trn v~. :F`ve z I r eme f P# ::::::::.:::....P.,::::::::::....P......................................................................................................:...::....:::::::: Water Fund • The Water System projects and funding are decided by the Public Works department with the approval of the Intergovernmental Water Board. • 1999/00 Adopted Map Location Total 1 ew:P€ ifeccs * Replace 460 feet of water main - Tiedeman St WF1 90,000 • This project is part of the Tiedeman/Fonner/Walnut intersection • improvement project and consists of replacing 460 feet of 10-inch cast iron water main with 12-inch ductile iron; 460 feet of 8-inch cast iron water main with 8-inch ductile iron; and 175 feet of 6-inch cast iron water main with 8-inch ductile iron. * Install 3,400 feet of transmission main - Beef Bend Road WF2s_: 440,800 • This project is in conjunction with the County's project of 'Nidening Beef Bend Road to three lanes. The City will install 3,400 feet of 24-inch transmission main on Beef Bend Road from 131st Avenue • to King Arthur. * Replace 800 feet of water main - Lincoln Street 60,000 • This is an, on-going program of replacing old cast iron water mains with ductile iron pipe as part of the City's street improvement program. , This project includes replacement of 800 feet of 6-inch cast iron water • main with 6-inch ductile pipe on Lincoln Street from Greenburg Road • to 91st Avenue. * Water System major maintenance GI:TYViIIDE : 520,000 • i Total FY 1999/00 Water Projects: 1,110,800 • 192 93 F2 :.>IEEt~ 9.......9 .............e...t3...~i ..t..................................................................................:.::::::::::::::::::::::::.::::::::::::::::.:._::::::::::::::..:...............................................::::.. r >::>::;::::>::>::>::>::i::i::i::>::>::>::>::i::::»::»::isci;:;:•i;::2 ;:.::>:i;ii: >sis» ::...:....:»:::;'.;::.;:.;::.;:::;::.:;::>::i.;'::;;.: a':: @# 11 3 ? z "fii#'? 5 ? : >:::>:<::>::>::::::::>::::>::::>Fav:i:a tal:Ti ro..e . p Water Fund (cont.) 2000/01 Estimated Proiects Replace 4,000 feet of 8-inch water main - 79th Avenue 285,000 Install 5,600 feet of 24-inch transmission main - Walnut Street 950,000 Install 4,400 feet of 16-inch transmission main - 135th Avenue 565,000 Total FY 2000/01 Estimated Projects: 1,800,000 2001102 Estimated Proiects Install 3,800 feet of 24-inch transmision main - Beef Bend Road 760,000 Install 4,000 feet of 24-inch transmision main - Greenburg Road 1,000,000 Total FY 2001/02 Estimated Projects: 1,760,000 2002/03 Estimated Proiects Install 1,900 feet of 24-inch transmission main - Bull Mountain Road to SW Gaarde Street 380,000 Install 3,300 feet of 12-inch water main - 121st Avenue 320;000 Reserve for a reservoir - southern flank of Bull Mountain 252,000 Total FY 2002/03 Estimated Projects: 952,000 2003/04 Estimated Proiects Install 1,900 feet of 12-inch water main - Highway 99W 300,000 Install 1,620 feet'of 12-inch water main - Scholls Ferry Road 160,000 " Reserve for a reservoir - southern flank of Bull Mountain 400,000 Total FY 2003/04 Estimated Projects: 860,000 ' . >.Water..F nd::><_>>:><:>y<:>'_>::::>>::< fi$%>Y.C;:L:t_%"'%i~'?'3'?:?i:i:i::;i ?rt%f2? :::::>:.:s; SYear.>Glf?,ReGa p .....Y.:::::.:.1.::::.::...: t>: `s'ated s m t` at ec€': E stmatef>` s ran af . 1 ed Q03704>: Install 24-inch Transmission main 950,000 1,760,000 380,000 Install 16-inch Transmission main 565,000 Install 12-inch Transmission main Install 12-in6h Water main 320,000 460,000 Install 3,400 ft of Transmission main - Beef Bend 440,800 Replace 8-inch Water main 285,000 Replace 460 feet of Water main - Tiedeman St 90,000 Replace 800 feet of Water main - Lincoln Street 60,000 Bull Mountain Reservoir - Northern Flank Bull Mountain Reservoir - Southern Flank 252,000 400,000 .Water System major maintenance 520,000 Total by Fiscal Year: 1,110,800 1,800,000 1,760,000 952,000 860,000 193' Projects Funded from 6 the Water Fund WF6 z ui G a O DAK T 03 WF3 o ~ .r - P P 6T WF1-' ~ w / > Tigard Boundry WF4 > it -J ? WF4 / m v l,- R T o _0 - i r _ O TA RD W F2 r- EF B WF5 0. 1 D~RH~a ••••••••.o••i•o•o•••••••-•••••o••••••ooooooof••.. €.9....~r~..d 0 ....F3.. €fg : Y .....................l.jl1i . i`.Q....... txl 3 ......1 P Parks SDC' The Parks system development charges are used to fund the acquisition, development and expansion of additional recreation spaces and facilities. The ten-year "Park and Open Space Master Plan" was adopted in March 1999 and the following projects were recommended for funding in the Master Plan. 1999100 Adopted Map Location Total P±ajet fs -Cook Park expansion P:SR:1: 165,000 * Woodard Park Play Structure PSRE2:' 60,000 * Woodard Park Improvements ?P5D.G3': 50,000 * Fanno Creek Park trail lighting PSGA: 60,000 * Fowler School/Woodard Park trail PSpGS:: 58,000 * Grant Ave./Main St. trail ?SpGB: 85,000 * Main St./Ash Ave. trail PSpG;>5 200,000 * Summer Lake Bottom Barriers RSf3C:;1;.i'.> 20,000 Total FY 1999/00 Committed Projects: 698,000 * Summerlake Park Master Plan Update N/A 22,000 * Cook Park Expansion PSt3C<12;'; 80,000 * ADA Transition Plan, N/A 30,000 - Fenced dog park N/A 20,000 * Upgrade playgrounds N/A 50,000 * Realign trail at North Dakota PS.pG:1:7;; 10,000 Total FY 1999100 New Projects: 212,000 Total FY 1999100 Parks Projects: 910,000• 195 X X. ; veeat.fra t z .e Jx . :.::::::::::>::::>::::..................................ta..E►i 1~...:........J Parks SDC (cont.) 2000/01 Estimated Projects Cook Park/85th Ave. trail construction 100,000 Cook Park field drainage 250,000 ' Upgrade playgrounds 80,000 • Trail alignments study 30,000 ' Walnut/Woodard Park trail 35,000 Albertson's Park improvements 50,000 • Total FY 2000/01 Estimated Projects: 545,000 2001/02 Estimated Projects • ' Canterbury neighborhood park 65,000 ' Upgrade playgrounds 80,000 ' Cook Park/RR trail 80,000 • Woodard Park/Grant Ave. trail 275,000 Total FY 2001102 Estimated Projects: 500,000 2002/03 Estimated Projects • ' Upgrade playgrounds 180,000 ' Provide roll erbld/skateboard facility 150,000 Renovate Woodard Park 250,000 Total FY 2002/03 Estimated Projects: 580,000 2003/04 Estimated Projects • ' Hall/Bonita trail 416,000 ' Upgrade playgrounds 80,000 • Total FY 2003/04 Estimated Projects: 496,000 . ; ::<::<:>:::::_5 Year:::CIP Rg a b:'<:J?ro ect:::::<;><>::>: .>:::::<:::>;::>':<::::;:;> . >o<'>t >:«>Est'riafed EstIM ti m e . of .E s.tima t teem> Es cl:;.. ' 2003f0. *'i Cook Park expansion 245,000 • Woodard Park Play Structure 60,000 Woodard Park Improvements 50,000 Fanno Creek park trail lighting 60,000 Fowler School/Woodard Park trail 58,000 • Grant Ave//Main St. trail 85,000 Main St/Ash Ave. trail 200,000 • Summer Lake Bottom Barriers 20,000 Summerlake Park Master Plan Update 22,000 • ADA Transition Plan 30,000 • Fenced dog park 20,000 Upgrade playgrounds 50,000 80,000 80,000 180,000 80,000 Realign trail at North Dakota 10,000 - Cook Park/85th Ave. trail construction 100,000 Cook Park field drainage 250,000 • Cook Park/RR trail 80,000 Trail alignments study 30,000 Walnut/Woodard Park trail 35,000 Albertson's Park improvements 50,000 Canterbury neighborhood park 65,000 Woodard Park/Grant Ave. trail 275,000 Rolle rbld/skateboard facility 150,000 Woodard Park renovation 250,000 Hall/Bonita trail 416,000 Total by Fiscal Year: 910,000 545,000 500,000 580,000 496,000 196 CD cD, cD Projects Funded fro °N the Parks SDC PSDCS PSDC17 i y PSDC3 PSDC10 O w PSDC2 a Q PSDC6 PSDC7 L-LI PSDC11 PSDC8 Q Tigard T Q Boundry t~ ALN N % tl S PSDC4 • 1 J w o l PSDC9 J fl? 1 r R L O _ I QQC' ~ r _ TA Rp PSDC12 - EF B / - PSDC1 ~ N rn /I o~RHPa tod .......r.......... • ................................................................................F:EVe':Y~ar:::f~a : talIi~ .r..v.... . Water Quality/Quantity O Water Quality/Quantity funds are charged by the City on certain development activities in the City. These charges, which were instituted by. Unified Sewerage Agency (USA), are used to fund offsite surface water system improvements and capacity improvements to the storm sewer system. 1999/00 Adopted Map Location Total • Summer Creek Wetland Restoration N/A 260,000 Washington Square Pretreatment N/A 100,000 • O Reserve for USA Master Plan N/A 522,000 • Total FY 1999/00 Water Quality/Quartity Proj: 882,000 O O. 2000/01 Estimated Projects:. O Reserve for USA Master Plan 130,000 2001/02 Estimated Projects: O Reserve for USA Master Plan 170,000 O 2002/03 Estimated Projects: O Reserve for USA Master Plan 210,000 O • o 2003/04 Estimated Projects: O Reserve forUSA Master Plan 250,000 O - 0 O f` . iiEari€if` ><»<>s><s:s><«:> ::........:Water..q.... Q.....................................................::.:.:.. «:::::>::>::::>::::>::::»:<:::::::::>::::>:>;>::>:::>:>::>:<><:»><:>::>;:;>:»:>::>::>::»»= CI >Reca >b:..E?r . . O O 5<<atef''... fr rat E ed' E' "afei.. t m ».Es irn tedi::> p at.:.........:::::::::::::....::::::.:::.::..:.::::::..::::..:..::..:.:::::::: " ro ect<Descr~ 0:999/020g01Q 0 .03 ; Summer Creek Wetland Restoration 260,000 O •O Washington Square Pretreatment 100,000 O Reserve for USA Master Plan 522,000 130,000 170,000 210,000 250',000 O O Total by Fiscal Year: 882,000 130,000. 170,000 210,000 . 250,000. O ;O • O O 198 O .....................P...........:.....9..::.................................................................................................................................................:....:::::.:::.:.................:::::.. :::::;::;;.E't1':#'`is>?~= 35? ><<''::» > > v ..Year. a I..Tm .ro.. . .......::.:::::::::.............I ; ~Se.v »>=<>:»::<:::>:.>::>:<> .............T.:.. it<:Im cf e<t::Urban ` r ra 1999/00 Adopted Total NetivPeojeets * Uncommitted Projects 900,000 Total FY 1999/00 TIF - Urban Svc. Projects: 900,000 Under round< ti l► 1999/00 Adopted Total J eww:. gpiects * Uncommitted Projects 373,000 Total FY 1999/00 Underground Utility Projects: 373,000 Water. SDC:.;:. 1999/00 Adopted Total- NersProjects_:; Map Location * Replace 3,400 feet of water main - Beef Bend Road lAt2`.< 309,200 * Bull Mountain Pressure Reducing Station e YVF4:::;::>; 40,000 * Install 2,700 feet of distribution main - 150th Avenue 260,000 * Install 1,450 feet of transmission main - North Dakota Street VI(F::_6::: 140,000 * Uncommitted Projects N/A 193,800 Total FY 1999100 Water SDC Projects: 943,000 . . paces: . 1999/00 Adopted Total NetivP~ojects:::<<:: * Purchase of Greenspace property 247,000 Total FY 1999/00 Metro Greenspaces Projects: 247,000 199 xxx i?::.....:..::.9._:::::::.:.......:.:_.::::::::::::.:.::..:.::.::.:::::.::.::::::::::.:::::::.:::.:.......::.....:.:.:....:.:........:.:.:..:..:.............................................:..........................._ . X. :::3:::3:':3 3 r < < ? t > > t z E ` :>::<:v'::<>:>:z::::::>::::>::: ::<:::>3: s;...... :t~1 ~ .a7S~.~.F. Aid $.......r 1.: ea`;a::<z>>:::f' F `rvueen'P]a3>>»s>'><>?>>>><><><><>>>'<»<«' :::::....F. ve.Y . t . . . 1999/00' Adopted Total , Uncommitted Projects 267,000 • Total FY 1999/00 Facility Projects: 267,000 S T:ree.Re iacerren.......... . 1999/00 Adopted Total "2,000 Trees by the Year 2000" program 227,000 Total FY 1999100 Tree Replacement Projects: 227,000 mnt"Dzstrtc>~:-::CI'P > rovee Local:fm 1999/00 Adopted Total New>Pralects O " Finalization of Dartmouth LID 70,000 O Total FY 1999/00 LID Projects: 70,000 . > Wil.lametteR Y X ....C t r 1999/00 Adopted. Total Willamette River Treatment Facility-Preliminary Development 4,000,000 Total FY 1999/00 Willamette River CIP: 4,000•,000 0 0 200 g Q ....:.::r:...:::. . i::»>i i5:::5 :::>::i::>::»>::::::::iii :....................::::»>i::>::>::>::>::>::>::>::>:> :::::::::......:::....:::»...V..::>::::>::::>......:......::::::::::::::>:::::Ftv..e:<Year:>~a ztal:>trFi' .......:...:....:..........::...:.:.:..........................................:::.P 1999/00 Adopted Total N ..Projects Uncommitted Projects 218,000 Total FY 1999/00 - Park Levy Improvements: 218,000 ....:.:...:..:::::..:.:.::.::::::::.:..::.::.::..::::::::::::.::.:::69th°:: aca m tovetnenti:Distri 1999/00 Adopted Total 69th Avenue LID 901,000 Total FY 1999/00 - 69th LID 901,000 .;::»;::;Year:Ga.ital:lm royeme OPI.:..... : : :.i:. .Estimated:Est st"rrisated::"'::Estimated.. irriated>: fl03104 State Gas Tax 945,000 600,000 610,000 620,000 630,000 Traffic Impact Fee 3,800,000 2,364,000 1,525,000 1,755,000 2,655,000 Sanitary.Sewer 3,000,000 3,145,000 3,530,000 3,915,000 4,300,000 Storm Sewer Drainage 900,000 175,000 275,000 375,000 4751-000 Water Fund 1,110,800 1,800,000 1,760,000 952,000 860,000 Parks SDC 910,000 545,000 500,000 580,000 496,000 0 Water Quality/Quantity 882,000, 476,000 107,000 107,000 107,000 O Traffic Impact Fee - Urban Services 900,000 Underground Utility 373,000 Water SDC 943,000 Metro Greenspaces 247,000 Facility Fund 267,000 Tree Replacement 227,000 Local Improvement District CIP 70,000 Willamette River CIP 4,000,000 Park Levy Improvement 218,000 69th Local Improvement District 901,000 Total by Fiscal Year: 19,693,800 9,105,000 8,307,000 8.304,000 9.523.000 201' 939.. >[>A << «'<«««'< «<;<«'«>': > > > <<<;': < ><>><':«<«<«>?> <`<> > • ......f.Q......... ¢A:....G..~41... % Gf....Qf.....K..d..~... :Y • • The Adopted Budget includes contingency appropriations for most operating' funds. Contingencies are o. 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 o same fund by Council resolution. Contingencies are detailed by fund below:. • o .....Acfo do . A........... :::::....:..:::J d .........ice Fu . d..S.~rnma ;:::<1:1:<:<:>::::::::;:>::::...,...:;.: General 283,500 500,000 500,000 500,000 Sanitary Sewer 200,000 200,000 200,000 200,000 Storm Sewer 75,000 75,000 50,000 50,000 0 Water 300,000 300,000 500,000 500,000 State Gas Tax 0 50,000 50;000. 50,000 Traffic Impact Fee 150,000 150,000 300,000 300,000 Parks SDC,. 75,0100 75,000 0. 0 Water SDC 100,000 100,000 0 0 Water Qual/Quantity 0 50,000 0 0 Building 50,000 50,000 - 50,000 50,000 o Urban Services 0 40,000 50,000 50,000 Electrical Inspection' 20,000 20,000 50,000 50,000 Total Contingency 1,253,500 1;610,000 " 1,750,000 1,750,000 0 0 O .O O O o O 0 0 "o. 0 • ~ o 202 0 40 APPENDIX Glossary of Budget Related Terms Advisory Committees Staffing Summary • Management/Professional Group Salary Schedule Tigard Police Officers Association Salary Schedule Oregon Public Employees Union Salary Schedule Schedule of Capital Equipment City Map City of Tigard, Oregon • • • • • • 0 • 0 0 0 0 0 0 0 0 0 0 `o City of Tigard, Oregon ~I 1 Adopted Budget: The budget amended and approved by the budget Committee becomes the adopted budget after City Council takes action on it. The adopted budget becomes effective July 1 and includes all Council adopted changes through the year. Ad Valorem Tax: A tax based on value, such as a property tax. Amortization: (1) The portion of the cost of a limited-life or intangible asset charged as an expense during a particular period. (2) The reduction of debt by regular payments of principal and interest sufficient to retire the debt by maturity. ® Appropriations: Legal authorization granted by the City Council to spend public funds. Appropriations within each program may not be exceeded. Approved Budget: The adopted budget as amended and approved by the Budget Committee recommended to the City Council for adoption is referred to as the Approved Budget. Assets: Property owned by the City which has monetary value. BAN: Abbreviation for Bond Anticipation Note. BAN's are a form of short term borrowing in anticipation of a future sale of long term bonds. BAN's are 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 benefited property owners. Bancroft: Section of Oregon Law that allows benefited property owners within an LID to pay their assessments in installments. This is made possible by the sale of long term "Bancroft" bonds, proceeds of which are used to pay LID costs. Assessments received from property are used to meet interest and principal obligations of the bonds. Bond: A written promise to pay a specified sum of money, called the face value or principal amount, at a specified date or dates in the future, called the maturity date(s), together with periodic interest at a specified rate. Budget: A plan of financial operation embodying an estimate of adopted revenue and expenditures for a given year. The budget is the legal spending limit for City activities. Budget Calendar: Schedule of key dates or milestones followed by City departments in the preparation, review and administration of the budget. Budget Message: Opening section of the budget which provides the City Council and public with a general summary of .the most important aspects of the budget, changes from current and previous fiscal years, and views and recommendations of the City Manager. Capital Improvement Projects (CIP): Expenditures which result in the acquisition of land, improvements to existing facilities, and construction of streets, sewers, storm drains, park facilities, and other public facilities. Capital Improvements Program: Long-range plan for City facilities and infrastructure. Capital Outlays: Expenditures exceeding $200 or more, for. equipment, vehicles, or machinery that results in the acquisition or addition to fixed assets. 203 1 9 fp0 Ad....i l.. ...d lr Cash Management: Management of cash necessary to pay for government services while : • investing temporary cash excesses in order to earn interest. revenue. Cash management refers to the activities-of forecasting inflows and outflows of "cash, mobilizing cash to improve • its availability for investment, establishing -and maintaining banking relationships, and investing funds. • CIT Citizen Involvement Team : Their function is to debate and discuss neighborhood issues and other Citywide topics to provide Citizen input to the City Council. Citizen • facilitators are trained by the City. CIT's set their own agendas and are supported by City • staff. • Contingency: Appropriation established in certain funds for the, funding of unforeseen events. Contingency. may be appropriated for a specific purpose by'the City Council by approval of a resolution. • Contributed Capital: The permanent fund capital of a proprietary fund. This equity account • in a proprietary fund represents the amount of permanent fund. capital contributed by- developers. 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 1.984 have been in registered form which requires bond and coupon payments to be made to a Registrar prior to each series maturity date' Thee Registrar then makes payment of interest and principal to registered owners on the maturity . date. O Deferred Revenue: Amounts for which asset recognition criteria have been met.. but for • which revenue recognition criteria have not.been met;- Under the modified accrual basis of . • accounting, amounts that are, measurable but not available are -one example of deferred revenue. 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. • Due from other Funds: An asset account used to indicate amounts owed to a particular fund by another fund for goods sold or services rendered. This accounts includes only short-term - • obligations on opemaccouht, not interfund loans. 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 0 business are referred to as enterprise activities and are accounted' for in enterprise funds. Tigard's enterprise activities include sewer, storm drainage and water maintenance. • Expenditures are matched with revenue from service charges to insure the'program is self-, supporting. Expenditure: Actual payment made by City check or wire transfer for services or goods received, or obligations extinguished. • 204 ~9ft~tl.f1€]; 1:.t?G) NJ' . ...t.::...,:: h!:-X 9 . Fees: General term used for any charge levied by local government in connection with providing a service, permitting an activity or imposing a fine or penalty. Major types of fees include building permits, business and non-business licenses, fines, and user charges. Fiduciary Fund: The trust and agency funds used to account for assets held by a government unit in a trustee capacity or as an agent for individuals, private organizations, other government units and/or other funds. 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. Franchise: A special privilege granted by a government, permitting the continued use of public property, such as city streets, and usually involving the elements of monopoly and regulation. Fund: A fiscal and accounting entity with a self-balancing set of accounts in which cash and other financial resources, liabilities, equities, and changes therein, are recorded to carry on specific activities and/or objectives. 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. General Fund: The fund used to account for all financial resources,'except those required to be accounted for in another fund. Generally Accepted Accounting Principles G( AAP): Uniform minimum standards, and guidelines for financial accounting and reporting. They govern the form and content of the financial statements of an entity. 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 or the City to construct public improvements to benefit properties to include streets, sewers, storm drains, streetlights, etc. Costs of such improvements are then assessed fairly among benefited properties. Measure 5: A constitutional limit on property tax rates passed 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 $5. Measure 47: A Constitutional limit on individual property tax collections approved by voters in November 1996. The limit applies to 1997/98 and all future fiscal years. The measure was a citizen initiative and limits property taxes to 1995/96 levels less 10%, requires majority voter turnout for tax elections, limits fees and charges and prioritizes Public Education and Public Safety in the allocation of lost revenues. The Measure never took affect due to its repeal by the voters in May 1997 with the passage of Measure 50. 205 • i `af: >uc' tatd.. .rns...rt.. Measure 50: Passed. by voters in May 1997, this legislatively referred measure repealed • Measure 47 but also significantly, reduced future property taxes. The measure rolls back assessed value on individual property to 1995/96 value, less 10%. It reduces 1997/98 City levy authority by an average of 17% and then converts it to a rate to be applied to 'assessed' . Value in-.all future years. -Assessed value growth is'limited to 3% per year. The measure, reinstates Measure 47 limits on .fees and charges and on majority turnout election- • requirements. Metro: Short for Metropolitan Service District. One of the-only.regional.governments-of its ' kind in the nation. Metro manages the Washington Park.Zoo, the Exposition Center, -the Memorial Coliseum and several other public facilities. Metro is also responsible for regional solid waste landfill and transfer sites and regional growth management., Modified Accrual Basis: The accrual basis of'accounting adapted to the governmental•fund- type measurement focus. Under it, revenues and other financial resource increments (e.g., bond issue "proceeds, property taxes, special assessments) are recognized when they become susceptible to accrual, that is when.they become both"measureable" and "available • to.finance expenditures of the current period". Niche: A' name given to_ a renovated City facility that houses Human Resources, Network - Services and Risk Management. Niche stands for "New Improved City Hell Environment". • • Obiect Classification: Indicates type of expenditure being made; i.e., personal services, materials and services, capital outlay, etc. OLA: Oregon Library Association. An organization that provides support to Oregon member libraries. The association provides statewide statistics and standards for all areas of library operation. • Operating Budget: That portion of the budget that includes appropriations for direct services O to the public, including wages and benefits,`mate ;als and services and capital equipment. „ Excluded from the operating budget are capital, improvement projects, debt service • requirements, contingency and reserves. o ODOT: Abbreviation for Oregon Department of Transportation. Personal Services: Compensation to City employees in.the form of salaries, wages, and • employee"benefits. Program Budget: A budget wherein expenditures are based primarily on programs of work • and secondarily on character, classification and performance. Programs within the City, of Tigard's adopted budget include Community Services, Public Works, Community Development, General & Administrative and General Governement. • • Proposed- Budget: City budget approved by the City Manager and submitted to the Budget O Committee for their deliberation. Reserved Fund Balance: Those portions of fund , balance that. are not, appropriable for expenditure or that are legally segregated for a specific future use. • 206 999: d »::<::::::::«::>::::::::::>::< Aid.................................................................... . ..::.:...f. .i E assn :>'ifdud::et>:teIaf dean......... Retained Earnings: An equity account reflecting the accumulated earnings of an enterprise or internal service fund. SDC: 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 parks and are paid by developers and builders as part of the permit process. SWM: Abbreviation for Surface Water Management Agency. The Agency is closely affiliated with USA and performs the same functions for the storm sewer system throughout the county. Special Assessment: A compulsory levy made against certain properties to defray all or part of the cost of a specific capital improvement or service deemed to benefit primarily those properties. Special Revenue Fund: A fund used to account for the proceeds of specific revenue sources that are legally restricted to expenditure for specified purposes. Tax Base: Oregon law 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. Tax bases will be converted to a millage rate for each jurisdiction in 1997/98 and future years by the implementation of Measure 50. TIF: Abbreviation for Traffic Impact Fee. These are revenues from County instituted fee on development and was approved by voters in 1989. The fee 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. The City began collecting this fee outside the City limits under the Urban Services 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 within City limits. Urban Service Area: The area of unincorporated Washington County within the City of Tigard area of interest, but outside Tigard City limits. The City and the County entered into an agreement in which the City will provide Development Services to the area. Tigard will collect all fees and charges from such development and use the funds to pay for the related costs of such service. The Urban Services area is shown on the map at the end of the budget document. 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 approved by voters in March 1996. 99W: Major state highway running through Tigard and connecting the City with Interstate 5 and Highway 217. Also referred to as Pacific Highway West. 207 • • Citizen Involvement Teams 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. ! During FY97/98 the CIT groups were reorganized from four groups into one group. The'-focus may be on parks, solid waste or any other issue as determined by members. Participation in.,the Citizen Q Involvement Teams is open to all interested persons and are headed by Facilitators: Facilitators and alternates are initially appointed by the City Council for a set term. The City is responsible for Q providing technical assistance to the, CIT's and will provide a liaison who will meet 'with the Q Facilitators at least three times a year. A uniform agreement between the City and each CIT has been entered into and outlines the purpose, membership, meetings, voting, responsibilities and selection of the Facilitators, agendas and responsibilities of the City. ! • Budget Committee The. requirement. of the existence of the Budget 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 th`e Proposed Budget submitted by the City Manager and for sending the Approved ! Budget to the City Council for adoption. The Committee must.also approve tax levies. Original Term Citizens Address Appointment Expires Benner, Mike 13748 SW Tanoak Ct. Jan=99 Jun=99 O Furgess, George 13475 SW Village Glen Oct=87 Jun-01 . ,';irksen, Craig .9131 SW Hill Street Nov-94 Jun-00 ! Fernstrom, Gene 10860 SW 83rd Ave. Feb-97 Jun-00 Q. Stevens, Darlene 14048 SW Fanno Creek Dr. Jan-99 Jun-01 Q Intergovernmental Water Board Q The Intergovernmental Water Board consists of five members and was established through-an O 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 Q large. o The `purpose of the Board is to make recommendations to the Tigard City Council on water issues and c,,arry out other responsibilities set forth in the agreement. 0 Original Term Citizens Address 'Appointment Expires Carroll, Patrick 8223 Wilderland Ct., Durham Jah-97 Dec-00 Q Drangsholt, Jan 16555 SW Monterey Lane, King City Jan-9,5 Dec-00 • Froude, Bev 12200 SW Bull Mountain Road,, Tigar Jan-97 Dec-02 Hunt, Paul 10320 SW Century Oak Drive,.Tigar Jan-97 Dec=02 Scheiderich, Bill 10810 SW Garden Park Place Jan-94 Dec-02 member-at-large Q Q 208 Q Q . ::i ::i.i~.::«:::::::::i:`.>::..''':::::"::::: {:d©~i.:.....:::: :::4:....:.::............................ iiiii: iiiiiiiiiiiii??Jiiii... iiiiiii::: ...i :isii::i . . so AN Library Board The Library Board consists of seven members appointed by the City Council for four terms. The Board advises the City Manager and City Council.on matters related to library operations. Original Term Citizens Address Appointment Expires Beck, Larry 10820 SW Pathfinder Way Sep-95 Jun-99 Gustin, Tammy 10670 SW Derry Dell Ct. Oct-96 Jun-99 Harper, Pat 10875 SW Summerlake Dr. May-97 Jun-01 Hoklin, Lonn 9365 SW Millen Drive Jul-94 Jun-02 Irwin, Nancy 11135 SW 125th Place May-93 Jun-01 Kasson, Sue 16570 SW 93rd May-97 Jun-01 McKay, Angus 9720 SW Frewing Street Sep-95 Jun-99 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 Anderson., David 7130 SW Pine Dec-98 Dec-01 O Anderson, Judith 10354 SW Bonanza Way Sep-95 Sep-99 Griffith, James E. 10915 SW Fairhaven Way Dec-94 Dec-02 Holland, Ron 8910 SW McDonald Jan-93 Sep-99 Incalcaterra, Lisa 14560 SW Hawk Ridge Rd .Jun-98 Dec-00 Mores, Darrel Glenn 12987 SW Falcon Rise Dr Dec-98 Dec-00 Olsen, John 11760 SW Gaarde Aug-98 Dec-01 Padgett, Mark 11270 SW 95th Sep-95 Sep-99 Scholar, Shel 14725 SW 79th Dec-94 Dec-02 Wilson, Nick 12573 SW Winterlake Dr. Feb-94 Jan-02 209 €SQDd© .i....8.....t P : <«<oserl<<A' r ed..... ud :::.:t:><> <:::>:<:<::::::»:::«::::::::>>:>:>:> c ua[ ro .:::::...::.::.:.:?1.::::.::.::::::.:. Acu::::..::..............:.............P...................PP.............................:p::::::::::. 9 .:......:.....:..::..:..........................................................:...................:.:..:::.:.:F.....:::::.::::.............. n>::»>:>:::>::»::;>::::»::;>::>::»ro.:ra l:S9.S~97.......... 97f9 k.........~. 9.:::..:::::.::.::::::::.:: Community Services Police 1110 Police Administration 3.00 3.00 3.00 3.00 3.00 3.00 • 11"20 Police Operations . ' 42.00 44.25 49.00 44.00 44.00 44.00 1130 'Police Investigation 18.50 20.00 17.00 25.00 `25.00 25.00 Total Police 63.50 67.25 69.00 72:00 72.00 72.00 Library' 1410 Library Administration 3.25 2.25 2.38 2.50 2.50. -21.50 1420, Library Readers Services. 7.55 8.30 9.55 9.60_ 9.60 9.60 1430 Library Technical Services 3.05 4.80 5.50 6.50 6.50 6.50 1440 Library Circulation 1026 9.81 10.09. _ 11.10 11.10 11.10 Total Library 24.11 25.16 27.51 29.70 29.70 29.70 1600 Grounds 6.00 6.50 8.50 9.50 9.50 9.50 Total Community Services 93.61 98.91 105.01, 111.20 111.20 111.20 Public Works 2110 Administration 3.25 3.00 4.00 6.00 6.00 - 6.00 2120 Sanitary Sewer 6.58 6.75 7.00 7.00 7.00 7.00 O 2125 Storm Sewer 5.58 4.75 7.00 7.00 7.00 7.00 O 2130 Streets Maintenance 7.00 10.00 10.50. 11.50 .11.50 11.50 2150 Fleet Maintenance 2.00. .2.00- 2.50 3:00 3.00 3.00. 2160 Property Management 1.00 1.00 2.50 3:00 3:00 3.00 0 2170 Water 14.59 15.50 16.00 17.00 17.00 , 17.00' O Total Public Works 40.00 43.00 49.50 54.50 54.50 54.50 Development Services 2210 Administration 8.00 9.00 9.00 9.00 9.00 9.00 2220 Building 11.00 18.50 19.00, 15.0 15.00 15.00 2230 Current Planning 4.00 6.50 6.50 6.50 6.50 6.50 . 2235 Advance Planning 4.00 4.00 4.00 4.00 4.00 4.00 O 2240 Engineering 14.00 14.00 14.50 15.50 15.50. 1,5.50 O Total Development Services 41.00 52.00 53.00 50:00 , 50.00. 50.00 . Policy: & Administration O 3120, City Administration 4.50 4.75 5.50 5.50, 5.50 .5.50 3130 Human Resources. 3.50 3.50 3.50 3.50 3.50 3.50 3210, Finance 1.00 1.00 1:00 1.00 1.00., 1.00 0 3220 Computer Systems 2.50 3.50 4.50 4.50 4.50 4..50 0 3230 Accounting 8.00 8.00 9.00. 10.00 10.00 10.00 3310 Risk Management 2.00 2.00 2.00." 2:00 2.00 .2.00 0 3320 Office Services 4.00 4.00 4.00 4.00 4.00 4.00 3330 Records 2:50 2.50 2.50 3.00 3.00 3.00 3340 Municipal Court 3.00 3.00 3.00 3.00 3.00 3.00 Total Policy & Administration 31.00 32.25 35.00 36.50 36.50 36.50 Total All Programs 205.61 226.16 242.51 252.20 252.20 252.20 210 99.... > <:'««< < > <»>< [ ? <'>< ?<><> > R.................I u.. e...................................................................................:..:.:::.:,.:...::.:::::.:::.::::::::::.:::::::.::.::.:::.:::::..::...:::.......:......... Q<: er g.. r:::.::: Sa~2► c c#:uie: Q .::..........UO:...,........................................................................ <p: Kar{ a Cate to s 41 M3 Human Resources Assistant Hourly 12.92 - 17.31 Monthly 2,239 - 3,000 Annually 26,868 36,000 43 M3 Confidential Executive Assistant Hourly 13.58 - 18.20 Monthly 2,354 - 3,155 Annually 28,248 - 37,860 44 M3 Library Volunteer Coordinator Hourly .13.93 - 18.68 M3 Library Technical Services Coordinator Monthly 2,415 - 3,237 M3 Micro Computer Support Tech Annually 28,980 - 38,844 45 M3 Assistant Planner Hourly 14.29 - 19.15 M3 Executive Assistant to City Administration Monthly 2,477 - 3,320 M2 Circulation Supervisor Annually 29,724 - 39,840 M3 Risk Technician M3 Program Assistant 46 M3 Police Records Supervisor Hourly 14.67 - 19.64 M3 Buyer Monthly 2,543 - 3,405 Annually 30,516 - 40,860 48 M2 Development Services Supervisor Hourly 15.42 - 20.66 Monthly 2,672 - 3,581 . Annually 32,064 42,972 50 M3 Fleet/Facilities Services Coordinator Hourly 16.22 - 21.73 M2 Readers Services Specialist Monthly 2,811 - 3,767 Annually 33,732 45,204 51 M3 Associate Planner Hourly 16.64 - 22.29 M3 Budget & Financial Reporting Analyst Monthly 2,884 - 3,864 Annually 34,608 - 46,368 52 M3 Wastewater Operations Supervisor Hourly 17.07 - 22.86 M3 Water Operations Supervisor Monthly 2,958 - 3,963 M3 Grounds Supervisor Annually 35,496 - 47,556 M3 Streets Supervisor M2 Technical Services Specialist M3 Fleet & Facilities Supervisor 53 M3 Human Resources Analyst Hourly 17.49 - 23.45 Monthly 3,032 - 4,064 Annually 36,384 - 48,768 55 M2 City Recorder Hourly 18.42 - 24.68 Monthly 3;192 - 4,277 Annually 38,304 - 51,324 211 WON. • .ww a ! M. ............f...... AW.GMOP : : • 49 >::s < <>< > > > > > > < < > > > > . Sala......edte:.f....:c::.:::::.::10; :.:::::::::.:::::::::::::::::::::::::::...................I~!....................:.:::... • a I : ' ec::>:s><:> at a :ta _ r ><:<:><'':< A `...R. : .5....€..- .....:~..:......::::.:::::::.::::::::::::::.:::::.:::..:.:..:................Y........... 56 M2 Library Division Manager Hourly 18.89 25.30 • Monthly 3,274 - 4,386 Annually 39,288 52,632 • 57 M2 Senior Human Resources Analyst Hourly 19.36- 25.94 • M2 Senior HR/Telecommunications Analyst Monthly, 3,355 = 4,497 Annually 40,260 - 53,964 • 58 M2 Project Engineer Hourly 19.86 - 26.63 • M2 Property Division Manager Monthly 3,443 - 4,615 M2 Utility Division Manager Annually 41,316 - 55,380 M2 Administrative Services Manager • .59 M2 Plans Examination Supervisor Hourly 20.37 - 27.29 Monthly 3,531 - 4,731 Annually 42,372' - 56,772 60 M2 Senior Management Analyst/Risk Hourly 20.89 - 28.00 M2 Inspection Supervisor Monthly 3,621 - 4,853 Annually 43,452 58,236 • 61 M2 Planning Manager Hourly 21.43 - 28.71 • M2 Financial Operations Manager Monthly 3,715 - 41977 Annually 44,580 - 59,724 • 100 M3 Police Sergeant Hourly - 22.05 , - - 29.54 • Monthly, 3,822 - 5,121 Annually 45,864 - '61,452 • 64 M2 Engineering Manager 'Hourly 23.12 - 30.99 Monthly 4,008 - 5,371 Annually 48,096 - 64,452 66 M2 Assistant to the City Manager Hourly 24.33 - -32.60 M2 Network Services Director Monthly 4,217 5,650 • M2 Building Official Annually 50;604,. 67,800 68 M2 Human Resources Director -Hourly . 25.59 - 34.28 Monthly 41435 .5,942 • Annually 53,220 - 71,304 • 105 M2 Police Lieutenant Hourly 25.02 . - -33.53 Monthly 4,337 5,812 • Annually . 521044 - 69,744- 70 M1 Library Director Hourly - 26.91 - 36.06 M1 Director of Finance Monthly 4,665 - .6,250 M1 City Engineer Annually,, 55,980 - 75,000 • 212 • . 99g..'..0.. E'. g. : .~#..:::...f.....t a....U ..rt.::::.:::::..::.:.:.:................................................................:.:.::. :::::::.:::.::.>:.::::::::::.;:.>;:.:;:.:::::::::f41#'a[........'X41..$..........G......:.................................................................................... Sala teute: E.:...... ./0...:::::::::.::.................................................................:...:.::::. air:` a»«'>»<»>> Rant Ca ass ati s < <>:<::: >::P 9 ...........:...:........9....4Y ......:..........................::....Y.......... 108 M2 Police Captain Hourly 26.99 - 36.17 Monthly 4,679 - 6,270 Annually 56,148 - 75,240 72 M1 Public Works Director Hourly 28.31 - 37.93 M1 Community Development Director Monthly 4,907 - 6,575 Annually 58,884 - 78,900 112 M1 Police Chief Hourly 29.86 - 40.03 Monthly 5,176 - 6,938 Annually 62,112 - 83,256 213 ::::.....:.:....::.::::::::.::::..:::::::..:::.::::::::::::..::::.......::Ct: i Ord ,U or~::::::....:...........:..:......:..:...................................................::::. . e ce.. e : > ° T o rd..P... a........ ...~~..Asp...... a..4 ra............................................................................. apt i 450 Records,Specialist Monthly 2,160 2,268 2,381 2,501. 2,625 Hourly 12.46. 13.08 13.74 14.43 15.1'4 Annually 25;920 27,216 28,572 30,012 _ 31,500 454 Property/Evidence Clerk Monthly 2,390 2,509 2,635 2,767- 2,905 Senior Records Clerk Hourly, 13.79 14.48 15.20 15.96 106• 0 Annually 28,680 30,108 31,620 33,204 34,860 0 450 Detective Secretary Monthly 2,160 2,268 2,381 2,501 2,625 Hourly 12.46 13.08 13.74 14.43 15.14 O Annually 25,920 27,216 28,572 30,012 31,500 454, Community Service Monthly 2,390 2,509 2,635, 2,767 2,905 Officer - Hourly 13.79. 14.48 15.20 15.96 1636 Annually 28,680 30,108 31,620 33,204 34,860 0 350 Police Officer Monthly 3,090 3,170 3,336 3,511 3,698 Hourly 17.83 18.29 19.25 20.26 21.33 ' O Annually 37,080 38,040 40,032 42,132 44,376, Tigard Police Officers Association (TPOA) is currently in negotiation with the City. Salary schedule O shown is from the current contract, and does not reflect a change from last budget year. However; 0 for budgeting purposes a.3%' cost of living increase was calculated for the FY99/00 operating budget. O 0 0 1 214 `:9 13lQf? .`ctv tE ::But{ et' > >`>>>':'>??<<»>»:<>» ><<`> < ' « zf ark >f3r':<.:.;sri > > > > < > ?><>>><<»>:<:. a::::::::::2:;:::s::;::: ::::.::t::::::::::::::::::::..:::::::::::::::::::::::: Rsification><:':::>::::::>::>::>::::Ste >1L€«:<te::.:>2fL:.:;3>>#e:::A=>`fe"5........ to 200 Administrative Specialist I Monthly 1,756 1,843 1,936 2,033 2,134 2,240 2,351 Hourly 10.13 10.63 11.17 11.73 12.31 12.92 13.56 Annually 21,072 22,116 23,232 24,396 25,608 26,881 28,213 201 Accounting Assistant I Monthly 1,800 1,889 1,984 2,083 2,187 2,297 2,412 Utility Worker I Hourly 10.38 10.90 11.45 12.02 12.62 13.25 13.92 Building Maint. Tech I Annually 21,600 22,668 23,808 24,996 26.245 27,565 28,945 202 Library Assistant Monthly 1,845 1,938 2,035 2,137 2,244 2,356 2,474 Hourly 10.64 11.18 11.74 12.33 12.95 13.59 14.27 Annually 22,140 23,256 247420 25,644 26,929 28,273 29,689 206 Administrative Specialist II Monthly 2,042 2,144 2,252 2,365 2,483 2,607 2,737 PBX Operator Hourly 11.78 12.37 12.99 13.64 14.33 15.04 15.79 Senior Library Assistant Annually 24,504 25,728 27,025 28,381 29,797 31,285 32,845 Microcomputer Support Assis 207 Accounting Assistant 11 Monthly 2,095 2,199 21308 2,424 2,545 2,673 2,806 Hourly 12.09 12.69 13.32 13.98 14.68 15.42 16.19 Annually 25,140 26,389 27.697 29,089 30,541 32,077 33,673 209 Utility Worker II Monthly 2.205 2,315 2.430 2,552 2;679 2,813 2,954 Engineering Technician I Hourly 12.72 13.36 14.02 14.72 15.46 16.23 17.04 Building Maintenance Tech. Annually 26,461 27,781 29,161 30,625 32.149 33,757 35,449 Maintenance Services Tech. 210 Sr. Admin Specialist Monthly 2,261 2,374 2,493 2,617 2,748 2,884 3,029 Information Processing Tech. Hourly 13.04 13.70 14.38 15.10 15.85 16.64 17.48 Code Compliance Specialist Annually 27,133 28,489 29,917 31,405 32.977 34,609 36,349 211 Senior Accounting Assistant Monthly 2,320 2,435 2,557 2,684 2,819 2,959 3,107. Hourly 13.38 14.05 14.75 15.48 16.26 17.07 17.93 Annually 27,841 29,221 30,685 32,209 33,829 35,509 37,285 213 Senior Utility Worker Monthly 2,438 2,560 2,689 2,824 2,964 3,113 3.269 Mechanic Hourly 14.07 14.77 15.51 16.29 17.10 17.96 18.86 Water Works Inspector Annually 29;257 30,721 32,269 33,889 35,569 37,357 39,229 Water Qual Prog Coordinator Urban Forester Development Services Tech 215 #.9S9f E3. ted:::Bud et:;:;::;:>:;::r::>;:<::><:>:<:::::>::;<::><:_s»:<:>::r::>:<:::>::»:::;:::>::>::>:::< .:::Ad..v :...:...:...:.....g............:.:.......................:....:..:::::.::::::::::.::..::................................:.....:..::::::::._:::: :::.:.............:......P..............:::...::::.::........:......:.::...............................................:::..::::.:::::.:::::.::::.::.::.:............................................................................................:.... pt • fic t::>:::»>:::......:><=<:«:? < > >:.te::.:' . R... e;ap, :><:< <Class:i . 215 Engineering.Technician II Monthly 2,567 2,695 2;830 2,971 3,119 3,276 3,439 Network Technician Hourly 14.81 15.55 16.33 17.14 17.99 18`.90 19.84 Inspector 1 Annually 30,805- 32,341. 33,961 35,653 37,429 39,313' '41,269,, Librarian 219. Senior Engineering Tech. Monthly 2,838 2,981 3,130 3,287 3,451 3,624 3,805 Hourly 16.37 .1.7.20 18.06 18.96 19.91 20.91 21.95 Annually 34,057 35,773 "37,561 39,445 41,413. 43;489 45,661 220 Plans Examiner Monthly 2,91.4` 3,060 3,212 3,372 3,540 3,718. 3,903 0 'Hourly 16.81 17.65 18.53 19:45 20.42 21,45 22.52 0 Annually 34,969 36,721 38,545 40,465 42,481 44,617 .46,837 221 Inspector II Monthly 2,988 3,138 3,294 3,458. 3,632 3,813 4,004 0 Hourly 17.24 .18:10 19.00 19.95 20.95 22.00 23.10 Annually 35,857 37,657 39,529 41,497 43,585 45,757 48,049 223 Engin./Survey Specialist Monthly 3,142, 3,298 3,463 3,637 3,819 4,010 4,210 Hourly 18.13 19.03 19.98 20.98, 22.03 23.14 24.29 0 Annually 37,705. 39,577 41,557 .43,645 45,829 48,121 50,521 224 Senior-Plans Examiner Monthly 3,222 3,383 3,553 3,730 3,917 4,112. 4;318 0 Hourly 18.59 19.52 20.50 21.52 22.60 23.72 24.91 Annually 38,665 40,597 42,637 44,761 47,005 49,345 51,817 0 225 Senior Inspector Monthly 3,304 3,470 -3,643 3,825 4,017. . 4,218 4,429 .0 Hourly 19.06 20.02 21.02 22.07. 23.18 24.34 25.55 0 Annually 39,649 41,641 43,717 45,901 ' 48,205 50,617 ,53,149 0 0. 0 0 . 0 0 0 • 0 0 216 0 0 I 3'~ fOQ° Ada fed::Bucf et ct.... r ed Community Services 1110 Police Administration Typewriter (1) 650 Digital Camera (1) 400 Emergency Equipment for Vehicle (1) 2,500 Total Police Administration 1,050 2,500 1120 Police Operations Cell Phones (3) 750 (9) 5,000 Replacement Patrol Vehicles (5) 126,000 (5) 107,500 Patrol Motorcycle (1) 10,000 (2) 23,000 Mobile Police Radio (1) 2,835 Portable Police Radios (3) 8,400 Radios (5) 12,500 Office Workstations (3) 6,000 (3) 6,000 Weapons: MP-5 rifles (3) 6,000 (1) 2,000 Radar gun replacements (2) 3,000 (2) 3,000 New Computers (3) 4,200 Stop Sticks (5) 2,000 (2) 600 Master light barw/traffic stick & siren (1) 2,030 (1) 2,030 Replacement Ballistic Vests (15) 9,375 New Ballistic Vests (3) 980 (12) 4,200 Fingerprint Kit (1) 300 0 Mobile Data Terminal (1) 8,000 (2) 9,000 Automated Firearms System (1) 8,520 Replacement K-9 (1) 10,000 (2) 20,000 Total Police Operations 209,655 193,565 1130 Police Investigation Replacement Detective Vehicles (2) 55,000 Display telephones (3) 1,005 Cellular phones (4) 2,000 DSS 40 button transfer panel (3) 870 Surveillance Camera (1) 5,000 Office furniture (12) 18,690 Laser printer replacements (2) 3,400 Storage Cabinet (1) 750 Filing Shelves (9) 12,739 Zoom lens - surveillance van (1) 900 Drying Building for Evidence (1) 1,000 Computer Crimes Technology update (1) 5,000 Video system - interview roorn (1) 2,500 VCR & Video printer for Surveillance sys. (1) 2,500 VARDA Alarm System (1) 10,000 Digital cameras (4) 1,600 Replacement Ballistic Vests (5) 1,800 Security Camera system (1) 13,712 Vehicle Tracking System (1) 12.000 Docking stations for laptop computers (1) 1,000 Computer replacement (11) 15,400 Laptop Computers (5) 12,500 Total Police Investigations 88,816 90.550 Total Police 299,521 286,615 217 1997f1Q >Afo f . 9..;..;.:.;::::... . . • > > > > > > < <:z:::: ted'`><' fib 1410 Library - Administration Office Chairs (5) 1,650 Environetics Furniture Installation (1) 1,800 Laptop Computer (1) 2,500 Q. Telephone Handsfree Headsets (2) : 450. VCR (1) 250 32" RCA Stereo Monitor Television (1 600 Locking mobile video storage cabinet (1) 425 Q Total Library Administration 3,525 4,150 Q 1420 Library Readers Services Q New Chairs (4) 1,200 Q Reupholster.Chairs (2) 300 Reference desk light (2) 758 Q Shelf Labels 400 Computer tables (3) 600 ' 8,000 Wireless System Microphone (1) 336 O Fax/Photocopies/Scanner (1) 600. o Rotor Island Tower Bookshelf (1) 480 Music Case (1) 695 Q ' Da-lite Wall Mount AV Screen (1) 204 Q Modular office furniture (1) 300. Total Library Readers Services 3,878 9,995 0 1430. Library - Technical Services Modular office furniture (2) 1,000 (1) 1,300 Q Label printers (1) 1,000 Q Replacement Computers (17) 23,800 Total Library Technical Services 25;800 1,300 Q 1.440 Library - Circulation 0 Office furniture (2) '600 (2) 600 0 Book carts (2) 850 Rebarcoder (1) 2,050 0 Total Library Circulation 2,650 1,450 Q Total Library 35;853 16,895 Q 1600 Parks & Grounds 0 Replacement Vehicles (1) 20,800 0 New Vehicles (1) 20,800 0 Multi-use Utility Vehicle (1) 17,000. 8' x 10' Chemical Storage Shed (1) 9,875 O Computer Workstation (1) 1,627 ' (1) 1,700 Q Waterjet Cleaner Equipment Trailer (1) 2,600 Q Bike/Pedestrian path mower (1) 15,000 11.5ft Rotary Deck Mower (1:) .45,000 72" rotary deck mower (1) 22,000 Q String Trimmer (1) 280 .(1) 315 Q Weedeater/Brush cutter .(2) 1,000 15 gallon sprayer, (2) 500 Push leaf blower (1) 1,100 Q Renovation Equipment (3) 28,500 Q Gas Powered Water Pump (1) 800 Backpack Blowers (2) 770 (1) 370. Q Q 218 Q i 1.99310Q.. Ago tied::ga..t .........................:.:><«<<':::<:«::>:<:...........:.:............................................... G" ' Qfi[T and 't1re: oi«? >:<><> < <<><>' Std........ t...ttai......t .rnrt....................................................................................... ::::::::.::::::::::.:::::....::p:::::::::::.:::::.::.::::.::::::::::::::::::::::::::::: .:o Pole Hedge Trimmer 1 405 Cellular Phone (1) 400 Side Storage Boxes & Pipe Rack for Vehicle (1) 1,900 ADA Drinking Fountains (2) 4,200 New Hand Held 2-way Radios (1) 850 Replacement Hand Held 2-way Radios .(2) 1,600 Total Parks & Grounds 76,677 122,715 Total Community Services 412,051 426,225 Public Works 2110 Administration Conference Room Chairs (6) 1,800 Office Workstation (1) 900 HP Laserjet Printer (1) 1,500 Replacement Office Furniture (1) 1,000 Video Camera (1) 800 Replacement Vehicle (1) 28,000 Total Administration 5,000 29,000 2120 Sanitary Sewer Computer - Replacement (1/2) (1) 815 Office Workstations (1/2) (1) 450 Truck Mounted arrow board (1/2) (1) 750 Line Cleaning truck w/camera system (1/2) (1) 42,500 Replace Line Cleaning truck (1/2) (1) 125,000 Replacement Vehicle (1/2) (1) 10,000 Hydraulic Concrete breaker for backhoe (1/3) (1) 4,500 3" Diaphram Pump (1/2) (1) 725 AC/Concrete Blades (1/2) (1) 830 Truck Mounted 2-Way Radio (1) 345 Replacement 2-way Radios (1/2) (1) 800 Confined Space Entry Blower (1/2) (1) 300 Replacement Atmospheric Monitor (1/2) (1) 900 Total Sanitary Sewer 50,645 137,270 2125 Storm Sewer Computer- Replacement (1/2) (1) 815 Office Workstations (1/2) (1) 450 Truck Mounted arrow board (1/2) (1) 750 Line Cleaning truck w/camera system (1/2) (1) 42,500 Replace Line Cleaning truck (1/2) (1) 125,000 Replacement Vehicle (1/2) (1) 10,000 Hydraulic Concrete breaker for backhoe (1/3) (1) 41500 Titan Lane Detention Pond Maintenance (1) 4,000 Steve Street Drainage Channel Maintenance (1) 1,000 Confined Space Entry Blower (1/2) (1) 300 Replacement Atmospheric Monitor (112) (1) 900 3" Diaphram Pump (1/2) (1) 725 AC/Concrete Blades (1/2) (1) 830 Tractor Mower (Split Storm & Parks) (1) 15,000 Truck Mounted 2-Way Radio (1) 345 Replacement 2-way Radios (2) 1,600 Total Storm Sewer 71,445 137,270 219 1S39ZOt<<`Acti fect.f3 . t R f::::::::. _ 2130 Streets Maintenance Asphalt Trench Paver (1) 2,200 Post Driver (1) 5,000. 3 Ton Utility Trailer for roller (1) 3,800 Sign Machine (1) 20,000 Porta Potties (2) 7,500. Crack Sealer (1) 30,000 Hand Held 2-way Radios (1) 850 Replacement Chain Saws (2) 1;000 Replacement Back Pack Blower (1) 500 Total Streets Maintenance 11,000, 59,850 2150 Fleet Maintenance Fax/Copier/Prnter (1) 850 Plasma Cutter (1) 3,200 Parts Washer (1) 2,700 Top Box for tools. (1) 600 Scan Tool (1) .2,400 4D- Total Fleet Maintenance 5,700, .,4,050 O 2160 Property Management Senior Center. 25,000 O Niche .0 O Library 11,100 O Water Building 24,000 O Engineering & Building Inspector Modulars 5,100 City Hall 43,400 U Publice.Works 17;300 O New Phone & phone line (1), 750 Replacement Chairs for Town Hall (100) 5,000 r U" Hand Held 2-way Radios (2) . 1,700 O Total Property Management 0 133,350 2170 Water 0 Landscaping at Reservoir site #3 (1) 8,000 Fencing at Reservoir site #2 (1) 5,000 a Tree Planting/Screening of Reservoir site #2 (1) 3,500 Paving/Slurry Seal at Water Building (1) 25,000 0 Color Deskjet printer (1 500- 0 Removal of diesel fuel tanks at High Tor & #2' (1) 64,000 0 Acces Rd to Emergency Fuel Tank - High Tor Res (1) 81000 Replacement 580-E Case Backhoe (1) 70,000 0 Truck Mounted 2-way Mobile Radios (2) 1,200 0 Hand Held 2-way Radios (4) 850 Replacement Astro Van (1) . ' 20,000 New 1/2 Ton 44 Puck-up (1) 20,000 Tee Bolt Ratchet and Socet Set (1) 800 Replacement Fresh Air Blower (1)' 750 Replacement Walk Behind Compactor (1) 2,700 ` Dump Truck - Replacement 5 yd. (1") 80,000 Office Workstation (1) 900 . Extension for Speed Shore (1) 800 Gas powered Cut-off saw (1) 750 Panic Bars - water building (1) 3,800 SCADA Equipment 14,000 10,000 Computer - replacement for SCADA (1) 7,000 Chlorination Equipment for Wells (2) 3,000 220 r :......................c~......r#1;:1„..±t .1:#~!~....................................................................................:. >:::<:<:::> :::......:::4911 d 2-inch Trash Pumps (2) 2,500 Replace Cast Iron/Ductile Iron Pipe Cutters (1) 2,290 Replace Low Clearance Ductile Iron Pipe Cutter 12" (1) 1,350 Cutting chain for hydraulic chain saw - replace. (1) 1,000 Saw blades - replacements (1) 1,650 Hydraulic concrete breaker for backhoe (1/3) (1) 4,500 Total Water 195,250 168.590 Total Public Works 339,040 669,380 Development Services 2210 Administration Map Racking System (1) 800 Dot matrix printer - receipt printing (1) 500 Desk Organizer (1) 220 Office Furniture (1) 810 (1) 2,500 Ergonomic Furniture (1) 2,000 Literature rack (1) 325 Cellular phone - floater (1) 410 DSS phone for receptionist (1) 375 Tables (2) 425 Computer Workstations (3) 5,875 Total Administration 9,520 4,720 2220 Building Inspection Replacement Vehicle (1) 20,000 Computer Workstations (4) 7,500 Ergonomic Work Stations (1) 2,500 Plans storage cabinet (1) 1,300 Laser printers - replacements (2) 21000 Display Phone (1) 750 Computer - new (1) 1,800 Fax machine (1) 1,000 HP 12C'Calculator (1) 200 Plans storage cabinet (1) 1,300 Drill stamping mechanism (1) 3,200 Total Building Inspection 17,000 24,550 2230 Current Planning Digital camera - CSO (1) 700 Modular office furniture (2) 4,500 (1) 2,500 17" computer monitors (3) 1,425 HP Laserjet printer (1) 1,530 Laptop Computer for CSO (1) 3;000 Total Current Planning 11,155 2,500 2235 Long Range Planning Modular office furniture (1) 2,500 Computer workstation (2) 3,600 Office furniture (1) 2,000 Total Long Range Planning 5,600 2,500 2240 Engineering Display Telephones (2) 650 Lap Top computer (1) 4,000 Modular workstation (1) 1,500 (4) 8,000 End Tab File System (1) 7,500 221 fit.;»»»>>>:> > :<;<> ««<<>>'«««<`:>>><<< `«<«><<> <«<<> >>[<[?<>> t 99tt1#>>#kio Teti Bd R . . . . . 9........ .....i . 9Qt>'<[ . Inspection Van - replacement vehicle ' (1) 25,000 ' Replace Vehicle w/Refurbished Police Car (1) 5,000 Laser printer (1) 2;5.00 Digital Camera (1) 800 Computer workstations (5) 12,000 Fax machine' (1) 1,000 Survey Equipment (Y2K Compliancy) (1) 15,000 Traffic Counter (2) 2,000 (1) 1,500 Total Engineering- 48,000 38,450 Total Development Services 91,275 72,720 Policy'& Administration ~ 3110 Mayor & Council Replacement VCR for Town Hall (1) 150 Replacement Microphones for Sound Systems (8) 2,000 Computer workstations . (2) 3,000 Total Mayor & Council 3,000 2,150 0 3120 City Administration Folding Table Replacement in Town Hall O Laser printer - replacement (1) 1,600 Computer - replacement (3) 4,500 Dictating equipment - new' (1) 700 O, Replacement Office Furniture (1), 850 O Overhead storage racks (1) 275 Total City Administration " 7,075 850 3130 Human Resources Ergonomic Chair (1) 600 Lateral file cabinet (1) 475 (1) 215 Computer Monitor arm (1) 100 0 Computer (replacements) (2) 3,000 Q Total Human Resources 3,475 915 A 3210 Finance Office furniture (1), 600 . 0 Laser1'et coIor Printer (1) 500 , Total Finance 1,100 0 0 3220 Network Services O Tape & Disk Storage System 4 400 Bookshelves O 1,600 (1) Storage cabinets (1) 250 (1) 250 0 VCR - classroom (1) 200 (1) 2001, voice mail upgrades O 1 5,490- (1) ' 5,500 Misc. supplies - new tech. (1). 500 Replacement desks (2) .1,000 Computer,workstation - new staff (1) 1,500 Replacement Digital Phones (16) 5,200 Cell Phones (Replace Pagers) (4) 800 Office Furniture - Workstation (1) 21000 Replacement Computers (1) . 1,500 Replace Presentation Computer - Town Hall (1) 1.,500. Replacement Monitors (10) 3,000 Laptop Computer (2) 5,0,00 Replacement Laptop Computer/Cathy Wheatley (1) 2,500 Ethernet adapters (10) 750 (10) 750 222 O 1'99 : A4, :fed:€Bu. ~t !00 P ........:........g....::.:.........................:......:..:::::::::::: Qf>T a .t# . . 4-4 9 >o t#' ope File server - Police (1) 7,000 File server - Finance (1) 7,000 (1) 1,000 File server - emergency backup (1) 7,000 File Server for Expansion (1) 7,500 Hub - Library (3) 6,000 Hub - Public Works (1) 2,000 Hub - Police (3) 6,000 Hub - Schramm Building (1) 2,000 Voice mail port upgrades (1) 5,765 Voice mail Y2K (1) 10,500 RAID Controllers (4) 7,600 Tape Drive to cover new Servers (1) 2,200 UPS for new servers - 3 @ $500 (3) 1,500 1130 Computer Equipment - New (5) 7,500 1430 Laser Printers (2) 3,000 Label printers (1) 1,200 Self Check Machine Upgrade (1) 2,000 Metrologic Scanners (3) 900 New Computers (2) 3,050 Replacement Computers (8) 12,200 2110 Computer w/17" Monitor (1) 1,500 Replacement Computer w/17" Monitor (1) 1,500 Fujitsu Pen Computers (2) 4,000 HP Laserjet Printer (1) 1,800 2120 Computer- Replacement (1/2) (1) 750 Laptop Computer (1/2) (1) 1,000 2125 Computer - Replacement (1/2) (1) 750 Laptop Computer (1/2) (1) 1,000 2130 Replacement Computer w/17" Monitor (1) 1,500 2150 Replacement Computer w/17" Monitor (1) 1,500 2160 New Computer (1) 1,500 2170 New Computer (1) 1,500 Replacement Computer (3) 4,500 2235 Computerw/CD burner (External) USB (1) 2,100 2240 Computer workstations (3) 8,000 3110 Computer workstations (2) 4,000 3130 Computer (replacements) (1) 1,500, 3210 17" Color Monitor (1) 300 Laptop Computer (1) 2,500 3230 New Laser Printer (1) 1;400 Replacement Laser Printer (1) 1,400 Computer Scanner (1) 500 Replacement Computer w/17" Monitor (4) 5,708 Computer w/17" Monitor Equipment - new staff (1) 1,427 3310 Replacement Computer (1) 2,000 3330 Replacement Computer (2) 3,000 Total Network Services 62,890 136,550 3230 Accounting Barcode Reader/Scanner (1) 3,500 Shredder (1) 750 Office Partitions (1) 3,000 2-way radio - office vehicle (1) 450 Fax Machine - replacement (1) 1,165 Office chairs - replacement (4) 1,200 (2) 1,200 Office Desks - replacement (2) 1,400 223 Bud' efi<«[><>>':>>«<<<[«<><><>>«>«<>>>>'>>' <?>>>>«;<>><»<>><>><><>>?><«<€j»...... :1:39tE>>#?tita fie..c R r . .:::::.:::::::.::::::::..:::::::::.::::1 _ ta.......... Office furniture - new staff (1) .1,400 (1) 1,800 Ergomonic Furniture - Terry (Replacements) (1) 450 Telephone -new staff (1) 400 (1) 450 • Replacement Telephones (3) 1,350 Typewriter - new staff (1) 500 New Filing Cabinet -Payroll (1) 500 Total Accounting 5,115 14,400 3310- Risk Management Ergonomic Office Chairs (2) 1,200 Guest chairs (4) 660 Conference table (1) 740 Storage cabinet (1) 390. . Total Risk Management 1,790 1;200 3320 Office Services Headset for Switchboard Operator (1) 500 Ergonomic workstations (2) 2,500 Computer workstation - replacement (2) 4,000 Color printer (1) 500 Scanjet 5000 color scanner (1) 500 Document feeder - color scanner (1) 500 Total Office Services 5,500 .3,000 3330 Records 0 Ergonomic workstations (2) 2,400 0 Ergonomic Office Chairs (1) 600 Shelving for Storage at Canterbury Site (1) 1,500 Lockable lateral file cabinets (1) 280 Total Records 280 41500. Q 3340 Municipal Court Ergonomic Chair- Replacement (1) 600 Glare guard - computer monitor (1) 300 (2) 500 Copier (1) 800 Printer -receipt printing for court (1) 1,000 0 Total Municipal Court 1,300 1,900 Total Policy & Administration 91,525 165,46.5 Q Total Capital Outlay 933,891 1,333,790. 0 224 Tigard e~~o ~z_ YL LR(R J Cat)/ of c 1- T_ - ! --=PORTLAND and. Urban Services Area , 1 vETO RD - - L - - - -QA > J ^s 1 I ~y0 > Ji ~KOT ST NQRT L 1_ ~ y ~ J SW P Tigard r City ulmits NpL I v- q1o S41, I y F~ v~ rK sgv - Urban / Services N / S~ o N I - - Area I _ McDONALD ST oU j _ T BONIT9-p-RO D 3 - _ Ili ~s - I I X I o D L- DURFiAIEf D~Jft -4 i BCNDRD, l ~ - 1ILJ(__L - -'f- , v~ _ ~CI f iyt~r_ RD. Q RSC E_ n ~A ALATIN~ CITY OF TIGARD Grego" • City of Tigard,