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City of Tigard Budget - FY 2001-2002 ZO 1.00Z JlJ aoj la5png paldopd � uols LH F li -upu!M p-12 L The water tower in the photo on the front cover of the budget was built in 1909 by Edward Christensen. It stands as a visible testimonial to the surrounding land's original agricultural use and to the Wood - Christensen families who lived and farmed there. The tower is located at 121St Avenue and Katherine Street in Tigard, Oregon. The tower was designated a historical site in 1984. Cover photo courtesy of Susan Koepping, Volunteer Coordinator for the City of Tigard. CITY OF TIGARD, OREGON FY 2001 -02 ADOPTED BUDGET BUDGET COMMITTEE Mike Benner Mayor Jim Griffith George Burgess Councilor Craig Dirksen Irene M. Moszer Councilor Brian Moore Sydney L. Sherwood Councilor Joyce E. Patton Greg Zuffrea Councilor Ken Scheckla CITY DEPARTMENT DIRECTORS City Manager William A. Monahan Public Works Director Ed Wegner Library Director Margaret Barnes Chief of Police Ron Goodpaster City Engineer Gus Duenas Director of Finance Craig Prosser 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 ANditilhot cots.,., mamma • • • 01 • • • GOVERNMENT FINANCE OFFICERS ASSOCIATION • • Distinguished • • Budget Presentation • • Award • • • PRESENTED TO • City of Tigard, • • Oregon • • For the Fiscal Year Beginning • • July 1, 2000 • • 0/d • • 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, 2000. • • 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 communi- cation device. • The award is valid for a period of one year only. We believe our current budget continues to con- , • form to program requirements, and we are submitting it to GFOA to determine its eligibility for • another award. • • • • User's Guide 1 Table of BUDGET SUMMARY Budget Transmittal Letter 4 Contents Vision Task Force Goals 9 Council Goals 13 Citywide Organization Chart 14 Budget Summary 15 Summary of All Funds 16 Where the Money Comes From 18 Where the Money Goes 19 Staffing Levels 23 Fund Balance 25 Comprehensive Long Term Financial Plan 27 REVENUE ANALYSIS Current Revenue Summary - By Fund 32 Property Tax Summary 33 Assessed Valuation 34 Property Tax Revenue 35 State Revenue Sharing 36 Enterprise Funds - User Fees 37 Connection Fees 38 Permit Revenue 39 Franchise Fee Revenue 40 County Funds 42 Fine Revenue 43 Interest Earnings 44 Interfund Transfers 45 PROGRAM SUMMARIES Program Budget Organization 52 Expenditure Summary - By Program 54 Operating Budget History 55 Community Services Program Organization Chart 56 Expenditure/FTE Summary 57 Police Organizational Chart/FTE Summary 58 Police Administration 59 Operations 62 Support Services 65 ID Library Organization Chart/FTE Summary 69 Table of Library Administration 70 • Readers' Services 73 • Contents Technical Services 78 ID Circulation 81 • Social Services and Community Events • Social Services /Community Events 84 • Public Works Program • Organization Chart 85 • Expenditure/FTE Summary 86 • Public Works • Public Works Administration 87 • Parks and Grounds 90 Sanitary Sewer 93 • Storm Sewer 96 Street Maintenance 99 • Fleet Maintenance 102 Property Management 105 • Water 108 • Development. Services Program Organization Chart 111 Expenditure/FTE Summary 112 • Community Development • Organization Chart/FTE Summary 113 CD Administration 114 • Building Inspection 117 • Current Planning 121 Long Range Planning 124. Engineering • Organization Chart/FTE Summary 127 Engineering 128 Street Lights & Signals 133 Policy and Administration Program Organization Chart 136 Expenditure /FTE Summary 137 City Administration Organization Chart/FTE Summary. 138 Mayor & City Council 139 City Management 143 Human Resources 146 Network Services 150 Risk Management 153 Finance Organization Chart/FTE Summary 158 Table of Finance Administration 159 Financial Operations 162 Contents Office Services 166 Records 169 Municipal Court 172 General Government Organization Chart 175 FTE Summary 176 Citywide Support 177 City Attorney 178 Capital Improvements Capital Improvement Program Summary 179 ' Summary of Capital Projects 181 Five Year Capital Improvement Plan 182 Debt Service Explanatory Narrative /Expenditure Summary 209 Debt Service Summary 210 General Obligation Bonds 21.1 Bancroft Improvement Bonds 212 Outsanding and Planned Debt Issues 213 , FUND SUMMARIES Introduction 214 General Funds General Fund 217 Enterprise Funds Sanitary Sewer Fund 221 Storm Sewer Fund 223 Water Fund, 225 Water SDC Fund 228 Water CIP Fund 230 Water Quality /Quantity Fund 231 Special Revenue Funds Criminal Forfeiture Fund 233 State Gas Tax Fund 234 County Gas Tax Fund 236 Parks SDC Fund 238 Traffic Impact Fee Fund 240 Urban Services Traffic Impact Fee Fund 242 Building Fund 244 Electrical Inspection Fund 246 Underground Utility Fund 248 0 Workers' Compensation Fund 249 • Urban Services Fund 250 • Table of Tree Replacement Fund 252 • Economic Improvement District Fund 253 • Contents Capital Projects Funds • 69th Ave. LID Fund 254 Dartmouth LID Fund 255 Metro Greenspaces Fund 256 • Park Levy Improvement Fund 257 • Facility Fund 258 Internal Services Funds • Central Services Fund 259 Fleet/Property Management Fund 261 • Debt Service Funds • General Obligation Debt Service Fund 263 Bancroft Debt Service Fund 265 • • GENERAL INFORMATION • Basis of Accounting 266 • Budget Process 267 S City Information 269 5 Fiscal Policies 271 • APPENDIX • Schedule of Appropriations 274 • Budget Message 282 5 Summary of Contingency 291 5 Glossary of Budget Related Terms 292 • Advisory Committees 297 • Staffing Summary 299 • Management/Professional Group Salary Sched. 300 TPOA Salary Schedule 302 S OPEU Salary Schedule 303 5 City of Tigard Map Back Page �. • S S • '5 S S S r • S The budget document describes how the City of Tigard plans to meet the needs City of Tigard, of the community. It is also a resource for citizens interested in learning more Oregon about the operation of their City government. The City budget fulfills several functions: User's Guide to the Budget ♦ At its most basic level, the budget is an accounting document. It establishes g the basic guidelines that the City uses to measure and control expenditures Document and to track its revenues. ♦ The budget also serves as an operational guide. It identifies work programs and goals to be achieved for each department or unit in the coming fiscal year. ♦ At the highest level, the budget is an important policy document. The annual budget process is the one time during the year when all of the City operations and processes are reviewed in a comprehensive manner. The City reviews the needs of the community, priorities, and goals and then matches resources against those needs, priorities and goals. Resources are limited, so choices must be made. The annual budget reflects those choices. ♦ Finally, throughout all levels, the budget is a communications tool. It is one means that the City uses to explain the various demands, needs, constraints, • resources, and opportunities it faces. It communicates the choices made and the direction in which the City is headed. As the reader reviews the information in this document, he or she will see elements of each of these aspects of a budget. The City of Tigard's budget document is divided into eight primary sections as presented below: Budget Summary The Budget Summary is designed to give the reader an overall view of the entire City budget. It contains the Budget Message from the City Manager. - The Budget Message presents the City Manager's basic approach to this budget, major policy issues to be considered, and major changes from the last fiscal year. The Budget Summary also contains the Vision Task Force Goals and Council Goals. These two documents define what the City hopes to achieve both in the long term and in the current fiscal year. These goals provide the foundation for many of the choices made in constructing this budget. This section also contains summary charts and information to provide a one- stop picture of the entire City budget. These high level summaries provide an easy reference for overall City trends and conditions. Finally, this section presents the Comprehensive Long Term Financial Plan. The Financial Plan projects City revenue and expenses for major operational areas of the City over the next five years, based on current conditions and expectations for the future. The City uses the Plan to identify future trends, to /� ' l l at� identify needed corrective action, and to forecast the success of current financial _ _47 efforts. 0 0 Revenue Analysis City of Tigard, • Oregon The Revenue Analysis section contains information about the City's primary • sources of revenue across all. funds. This section provides a basic explanation about Oregon's property tax system and a summary of the City of Tigard's • User's Guide to property tax revenues and assessed valuation. This section also provides •, the Budget historical trend information for each of the City's major revenue categories • Document Program Summaries S • The City's operating budget is organized by major program areas: Community p g g g Y J p g Y Services, Public Works, Development Services, Policy and Administration and • General Government. Each program area contains one or more operating • departments or divisions. The Program Summaries section provides detailed • information for each program area by department and division. The informa- tion in this section includes a program -level narrative and summary expendi- • tures and authorized position counts. The following subsections include a narrative for each division presenting the • long term results the division is working to achieve, a description of the . • division's services and activities, FY 2001 -02 goals and objectives, accom- • plishments for the prior fiscal year, and major highlights of the division's budget. This section also includes workload indicators for each division show- • ing how much work the division has accomplished in the past and how that • workload is expected to change in FY 2001 -02. For the first time in FY 2001 -02, this section also includes effectiveness measures for each division. • • The City of Tigard has embarked on a program to measure how well itis doing its job. Effectiveness measures are indicators to show the progress of each • division in achieving its long term results. Since this is a new effort in S FY 2001 -02, there's no historical data to present in the current budget. Histori- • cal data will be presented in future years. • Community Services Program This section includes budget appropriations and explanatory material • for the Community Services Program. The Community Service Pro- • gram includes Police, Library, and Social Services and Community • Events. • Public Works Program • This section includes budget appropriations and explanatory material • for the Public Works Program. The Public Works Program includes • Public Works Administration, Parks and Grounds, Sanitary Sewer, • Storm Sewer, Street Maintenance, Fleet Maintenance, Property Man- agement and Water. • Development Services Program • This section includes budget appropriations and explanatory material S for the Development Services Program. The Development Services • Program includes Community Development Administration, Building � Inspection, Current Planning, Long Range Planning, Engineering, and 5 Street Lights and Signals. • S r 2 • Policy and Administration Program City of Tigard, Oregon This section includes budget appropriations and explanatory material for the Policy and Administration Program. The Policy and Adminis- tration Program includes Mayor and City Council, City Management, Human Resources, Risk Management, Network Services, Finance User's Guide to Administration, Financial Operations, Office Services, Records, and the Budget Municipal Court. Document General Government Program This section includes budget appropriations and explanatory material for the General Government Program. This program includes the City Attorney and historical information on some citywide expendtures which have since been transferred into other program areas. Capital Improvements The Capital Improvements section provides information about the City's Adopted Five -Year Capital Improvement Plan (CIP). The Five -Year Capital Improvement Program contains information about major construction and capital acquisition projects that will be implemented in FY 2001 -02 plus pro- jections of capital needs over the following four years. Debt Service The Debt Service section presents information on the City of Tigard's outstand- ing long term debt. This section shows current and future debt service require- ments, calculations of debt ratios, and the comparison to statutory debt limita- tions. Fund Summaries The Fund Summaries section shows detailed fund reconciliations for each fund managed by the City. A fund is a self - balancing set of accounts and is used to track revenues and expenditures for specific operations. Under Oregon law and Generally Accepted Accounting Principles, revenues and expenditures of individual funds may not be co- mingled. This section shows current and historical information on the resources and requirements of each of the City's • funds. General Information The General Information section includes a description of the process the City uses to build its annual budget, a description of the basis of accounting used by the City, general statistical information about the City, and a summary of the major fiscal policies the City follows in managing its financial affairs. Appendix The Appendix section contains a variety of other budget - related information to assist the reader's understanding, such as salary schedules, staffing summary and a glossary of terms used in the budget. This section also includes a listing � l ;\ of Advisory Board and Committee members. A map of the City is also in- -_. f eluded in this section. 3 •••••••••••••• ••••••••••••••••••••••••••••••• 'o 'cu G «t 4 . � U City of Tigard, Oregon BUDGET SUMMARY Budget Transmittal Letter 4 Vision Task Force Goals 9 Council Goals 13 Citywide Organization Chart 14 Budget Summary 15 Summary Of All Funds 16 Where The Money Comes From 18 Where The Money Goes 19 Staffing Levels 23 Fund Balance 25 Comprehensive Long -Term Financial Plan 27 /rmriry�"NP�1 I� p A / ho 10 ` �\ 41P- =te City of Tigard, Oregon Avit oJ�'j 2001 -2002 Budget Transmittal CITY OF TIGARD July 1, 2001 OREGON Honorable Mayor Griffith, Members of the City Council, and Citizens of the City of Tigard, On April 30, 2001, I submitted my Proposed FY 2001 -02 Budget to the members of the Tigard Budget Committee (the City Council and five citizen members). I included my Budget Message with that document. That message identified the major issues which affected the development of my proposal and summarized the major features of my proposal. My original budget message is included in the Appendix to this document. The Budget Committee held three public meetings on the Proposed Budget. At those meetings, the Budget Committee heard presentations from department directors and other City staff concerning the proposed budget for each City department. The Committee provided the opportunity for public comment. The Budget Committee approved several amendments to the Proposed Budget and then forwarded it to the City Council for adoption. The City Council convened a public hearing on the FY 2001 -02 Budget on. June 12, 2001. No comments were received at this hearing. Following the hearing, the City Council adopted the FY 2001 -02 Budget. This transmittal letter summarizes the major provisions of the FY 2001 -02 Adopted Budget. 2001 -02 Budget The adopted operating budget of $25,759,059 represents an increase of 3.3% over the FY 2000 -01 Adopted Operating Budget. This low growth rate is possible because of strong financial management by City staff. The adopted operating budget is about $116,000 less than the FY 2001 -02 Proposed Budget. The major change is the removal of funding for an enhanced right -of -way maintenance program. The FY 2001 -02 budget calls for a net increase of 6.92 positions. This increase is slightly less than was anticipated in the Financial Plan. Staffing increases and decreases proposed in the budget are as follows: City Administration - an increase of 4.0; Community Development - an increase of 2.0; Finance - an increase of 1.05; Library - an increase of .20; Engineering - an increase of .5; and Police - a decrease of .83. These position changes are discussed more fully below. 4 2001 -02 Budget Transmittal July 1, 2001 Page 2 of 5 • • • The FY 2001 -02 continues a computer system reserve first created in FY 2000 -01. The City • follows a replacement schedule for smaller computer equipment but major computer system replacements have been funded on an as- needed, as- available basis. The City is planning on replacing the existing finance computer system in FY 2002 -03 with a • combined Finance/ Human Resources system. The total cost of this replacement will not be known until the City conducts a review of its business processes this year. The initial • contribution to this reserve was $125,000. The FY 2001 -02 adds another $125,000 to this • reserve and transfers it to the newly created Central Services Fund. • • Following is a description of the adopted budget for each department. • • City Administration • Information dissemination and improved communication with Tigard citizens continues to be a high priority for the department. Besides the monthly Cityscape newsletter, the • department is using the Community Connectors program, City web page, and cable • television broadcasts. Each of these programs will continue to be used and improved as all 0 departments do more to provide information to the public in a complete, concise, and • understandable manner. • • The budget of the department increases 15.75% and adds four positions. A portion of this • increase is due to the transfer of one position and related costs from the Police Department to the Network Services Division, and the transfer of citywide telephone costs from the Public Works Department to the Network Services Division. Without these transfers, the • increase in the budget for City Administration is 10 %. 0 0 The largest increase in the City Administration Department is in the Network Services • Division. In addition to the position transferred into this division from the Police • Department, the FY 2001 -02 budget adds 2.5 additional positions. One of these positions • will be a web architect The City's web page is central to the City's strategy of improving • communications with its citizens. This position will ensure that the web page is fully functional, contains features that will make it more user - friendly, and will make it easier • to find information. The budget also adds .5 of a position to help support the growing 0 number of City computers, and for the first time, adds one position to support common • City software. • The FY 2001 -02 budget adds .5 of a position to the Human Resources Division to improve management of the City's personnel. Staffing in this division has not kept pace with past • growth in the number of City employees to the point where the division is unable to manage recruitment and labor relations in an efficient and timely manner. • • • • 0 • 5 • 2001 -02 Budget Transmittal July 1, 2001 Page 3 of 5 City Attorney Whenever possible, City Attorney expenses are billed directly to departments or divisions that request these services. Charges that cannot be directly billed to a specific department are charged to a citywide appropriation. City Attorney charges identified in departmental budgets total $129,500. An additional $25,000 is included in the General Government program for a total budget of $154,500. Community Development The Community Development Department is key to managing growth in the City of Tigard and making sure that as we grow we are developing the type of community we want. This department must also respond quickly to changes in building trends and development activity. Last year, after a downturn in building activity, the department cut 3.5 positions. Building activity is now recovering. The FY 2001 -02 budget adds one position in the Building Inspection Division to respond to increased activity levels, and one position in the Long Range Planning Division to improve the production and use of the City's Geographical Information System (GIS). Overall, the budget for this department is up 10.25 % from last year. Engineering The Engineering Department continues to design and contract for improvements to streets, bridges, sanitary sewers, storm drainage, and parks. A major issue for the City of - Tigard is the continued limited funding for transportation- related capital improvement projects. This limited funding, particularly in the State Gas Tax Fund, is forcing the department to shift its focus away from general street improvements to those areas where funding exists - major arterials. One of the major changes to the Proposed Budget was to reduce funding for an enhanced right -of -way maintenance program in favor of increased funding for general street improvements. Even with this shift, funding for street maintenance and improvements remains inadequate. The FY 2001 -02 budget for the Engineering Department is up 11%. The primary cause of this increase is an anticipated 40% electricity rate increase, which will have a substantial impact on the cost of operating the City's street lighting system. The budget also adds .5 of a position to help track capital improvement projects. The department has been using temporary staff to perform this function. The FY 2001 -02 budget converts that temporary staffing into a permanent position. Finance The FY 2001 -02 budget for the department is up over 14% and staffing is up by 1.05 FTE. The increase in, staffing includes one new full -time position to help track and manage City revenues and franchises and to support increased grant funding applications. In addition, the hours of a .75 FTE position were increased during FY 2000 -01 to enhance collections of 6 • 2001 -02 Budget Transmittal July 1, 2001 Page 4 of 5 • • City business taxes. That increased effort is continued in FY 2001 -02. This effort has • produced an additional $22,685 in business tax revenue. Other increases in the budget • include additional City Attorney time due to an increasing number of applications for • telecommunications franchises and funds to out - source utility bill receipting and to • initiate on -line utility bill payments to improve customer service. • Library The FY 2001 -02 budget for the Library is up almost 10 %. There is also a minor increase in • staffing levels. The staffing increase reflects additional hours to be worked by existing (] staff; no new positions are included in the budget. The additional hours will allow the Library to be open for more hours during the week, thereby increasing service to the • public. Other increases in the budget include additional funds for the purchase of library • materials and the replacement of the library's self- checkout machine. Police • The FY 2001 -02 budget for the Police Department reflects a 2.5% increase from the FY S 2000 -01 Adopted Budget. The budget also reflects a reduction in staffing of .83 FTE, S primarily due to the transfer of one computer support position to the Network Services 5 Division of the City Administration Department. The FY 2000 -01 Adopted Budget • included funds for the start up of a photo radar speed enforcement program and for • acquisition of trained dogs to reinstitute the K -9 Corps. Neither of these programs began S in FY 2000 -01, but they are expected to begin in FY 2001 -02. The FY 2001 -02 budget • includes funding for these programs. Public Works • The FY 2001 -02 budget for the department is down 5.3% from the FY 2000 -01 budget. Staffing levels are constant. The major change to the Proposed Budget occurred in this • department. The Proposed Budget included three positions and $172,000 to enhance • maintenance of sidewalks and rights -of -way along major collectors as directed by the City • Council last fall. The Budget Committee removed this program in favor of increased • funding for street maintenance and improvements. In addition, during the budget • hearings, the department presented a reorganization proposal to be phased in over the next two years. The first two phases of this proposal were included in the Adopted S Budget. The overall department budget is down due to non - recurring equipment r purchases budgeted in the Sanitary and Storm Sewer Divisions in FY 2000 -01 that are not • budgeted in FY 2001 -02, the transfer of citywide telephone costs from the Property • Management Division to the Network Services Division of the City Administration • Department, and the transfer of the budget for City facility Capital Improvement Projects • (CIP) from the capital outlay portion of the Property Management Division to the CIP budget. • • • • • 7 2001 -02 Budget Transmittal July 1, 2001 Page 5 of 5 Water activities continue to center on the City's effort to select a long -term water supply. In FY 2000 -01, the City projected declines in the Water Fund balance over the next five years. As a result, water rates were increased 3% in the fall of 2000 and 15.5% in the spring of 2001. The City's Financial Plan projects the need for annual water rate increases over the next five years. The rate adjustments already made plus the projected rate increases will maintain the strength of this fund. Capital Improvements The FY 2001 -02 Budget includes $10,652,310 for Capital Improvement Projects (CIP). The CIP includes projects designed to improve, expand, or perform major maintenance of the City's infrastructure: roads, water and sewer facilities, buildings, and parks and grounds. Debt Service The City issued General Obligation Bonds in 1984 for the construction of the Civic Center and in 1990 for transportation improvements. These bonds were refunded in 1993. They mature in 2003. The balance of debt service is related to local improvement districts and - will be repaid by assessments from participating property owners. Conclusion The City of Tigard Budget has been thoughtfully prepared to address areas of growth and to fall within the guidelines of the Financial Plan. The budget ensures the continued provision of quality services to the public and will also allow the provision of quality services well into the next decade.. 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 8 The City of Tigard engages in two goal- setting /visioning processes which help • City of Tigard, to set the direction for City government and help to determine departmental • Oregon work plans. Vision Task Force Vision Task • Force Goals In the fall of 1996 and throughout 1997, Tigard residents, government • professionals, business people, and community group leaders volunteered to work together to determine what should be the community's future. Adopting the name "Tigard Beyond Tomorrow," they established a process that would • define a vision for the Tigard community. Then they identified the resources for implementing that vision through a partnership of individuals and • organizations. The Tigard Beyond Tomorrow process has completed its third year of working • toward the community's long term goals. The City, School District and Fire • District have taken the lead in carrying out some of the action plans. Other plans have required the involvement of local businesses, non - profit agencies, volunteer groups, churches, and the community at large. Every person and • organization that takes part is making the community's vision a reality. • • For the first time since its inception, the goals for Tigard Beyond Tomorrow • were updated during 2000. The citizen -based Vision Task Force accomplished ID goal update with input received from a community -wide survey. Prevailing themes and modifications to the goals centered on during this review r were: • • Enhancing communication • Preserving and protecting open space and natural areas S • Developing alternative modes of transportation • • Effectively managing storm water runoff Tigard Beyond Tomorrow goals include: ID • Community Character & Quality of Life • • Direction Statement - Tigard citizens are involved in their community. Involvement is citizen driven and citizens have the tools to communicate • effectively with community -wide decision - makers. Volunteer spirit has been 5 maximized through community -wide coordination of volunteers. Our community supports its volunteers with appropriate training and volunteer • recognition. Tigard encourages local, regional, and community events. City funding priorities go to events, which move toward financial self - sufficiency, I and new community -wide events. Business owners, property owners, and • residents of the Main Street area display strong leadership, ownership, and • commitment to downtown development. The Main Street area is seen as a • focal point for the community. A clear direction has been established for a pedestrian- friendly downtown and is being implemented. The Tigard • a,,�„�y''dr�, �� jl \ community has a defined, proactive vision for community aesthetics. Open • ■ space is a priority and new development is required to dedicate open areas for • community use. • • 9 • Communication Goals City of Tigard, #1) Citizen involvement opportunities will be maximized by providing Oregon educational programs on process, assuring accessibility to information in a variety of formats, providing opportunities for input on community issues and establishing and maintaining a program of effective two -way Vision Task communication. Force Goals Volunteerism Goals #1) City will maximize the effectiveness of the volunteer spirit to accomplish the greatest good for our community. Central Business District (CBD) Goals #1) Provide opportunities to work proactively with Tigard Central Business District Association (TCBDA) businesses and property owners and citizens of Tigard to set the course for the future of the Central Business District. Community Events Goals #1) Develop overall approach for sponsoring community events that establishes balance among popular or traditional standing events, requests for support of new events and limited City resources. #2) On -going community events are financially self - sufficient long term. Community Aesthetics Goals #1) Develop strategies to balance needs of new and infill development with the need to provide preservation' and protection of open space, natural areas and other defined aesthetic qualities valued by those who already live and work in Tigard. Growth & Growth Management Direction Statement - Tigard continues to grow. Growth is accommodated while protecting the character and livability in new and established neighborhoods. The City encourages and supports private sector programs to maintain diverse and affordable housing. Urban services are provided to all citizens within Tigard's Urban Growth Boundary. Recipients of services pay their share. Local and small businesses are encouraged as an important part of our community and our economy. The City of Tigard is an active participant in regional issues. Its citizens are educated about issues in our region and take advantage of, opportunities to participate in decision- making processes. Goal #1) Growth while protecting the character and livability of new and established areas while providing for natural environment and open space throughout the community. Goal #2) Urban services are provided to all citizens within Tigard's Urban Growth Boundary and recipients of services pay their share. Goal #3) Partnerships for advocacy for development of additional units and preservation of affordable housing are encouraged and supported by the City and the community. / ►�/ud��011(h Goal #4) Local and small businesses are encouraged as an important part of =: our community and economy. Goal #5) The community is able to effectively participate in decision- making processes because they understand the land use system. 10 • Public Safety City of Tigard, • Oregon Direction Statement - Tigard is a safe place to live, play, and do business, with • efficient public safety services coordinated by police, fire, and emergency • management providers. Citizens and businesses are well educated about public Vision Task safety services; Tigard's citizens understand their role and responsibilities for Force Goals the safety of themselves and their community, and businesses take a proactive • role for their responsibility in protecting their investment in the community. • Public safety service providers plan for their service delivery in such away as to minimize the negative impacts of the regional populations that travel to and • through our community each day. Stable funding provides uninterrupted public • safety services at desired levels. • Goal #1) The community residents, business owners, and service providers understand their roles through effective communication to successfully • enhance public safety and emergency services. • Goal #2) Develop long term, stable funding sources to ensure efficient, uninterrupted public safety and emergency services. Goal #3) The community is trained and prepared for emergencies. • • Schools & Education O • Direction Statement - Tigard area residents have access to good quality public and private schools. Residents of our community, whether or not they have • children in the school system, understand the importance of education and, how they can help promote education of our community. The public schools have • stable funding through state and local funding options. Curriculum and extra- curricular programs are important and are well supported through volunteers, local funding, and increased partnerships with business and government. New • development assists in paying for new education infrastructure required by growth in the community. Public schools and governmental entities in our community actively partner in day -to -day operations and other costs to facilitate the most efficient delivery of services. • Goal #1) Schools, City government, and other service. providers • successfully work together to provide a community -based recreation • activity program for young people. Goal #2) Educational opportunities for students in Tigard - Tualatin Schools 41 will be maximized. O Goal So Cenmefvely togeth , • maximize #3) efficiencies el and ity develop govr alternative nt efecti suppo rt options. er to Goal #4) Government policies will permit the Tigard - Tualatin School • District to prepare for growth and maximize the quality of services it provides students. • Goal #5) School districts ensure effective two -way communication to the e • ntire community by regularly providing information about school - related issues. • • / c.a''i - �' • • S 11 • Traffic and Transportation City of Tigard, Oregon Direction Statement - Tigard takes a proactive role in regional transportation planning. Funding sources are diverse, include regional resources and are adequate to build and maintain our transportation system. Each type of street Vision Task safely handles the traffic it is designed to serve. Local traffic is served by a Force Goals well- connected street network that minimizes traffic impacts on neighborhoods. Tigard's arterials and major collector streets accommodate through- traffic reducing the impact of regional traffic on local neighborhoods. Alternative transportation methods are affordable and available. Use of alternative transportation is encouraged. Goal #1) Improve traffic safety. Goal #2) Improve traffic flow. Goal #3) Alternative modes of transportation are available and use is maximized. Goal #4) Identify and develop funding resources. Urban and Public Services Direction Statement - Basic urban services (such as access to parks, recreational opportunities and libraries) are provided to Tigard citizens through property taxes and fees for service. Citizens are charged for enhanced services on a cost - for - service basis. Expansion of the infrastructure necessary to serve growth is paid for by growth. In an effort to facilitate the most efficient delivery of basic urban services, partnerships with businesses, special interest groups, and other communities are encouraged. Citizens are educated about basic urban services, and how to access and preserve the services. Library Goals #1) Library will have a stable funding base for the provision of basic services. #2) A wide array of opportunities for life -long learning are available in a variety of formats and used by the community. #3) Adequate facilities are available for efficient delivery of life -long learning programs and services for all ages. Parks & Recreation Goals #1) The City educates and supports citizen efforts to understand the importance of flood plains and how the areas are managed and protected. #2) Open space and greenway areas are preserved and protected. Water & Stormwater Goals #1) Actively participate in regional development of drinking water sources and adequate, innovative funding mechanisms to develop those sources for Tigard users, while exploring local options for water reuse and groundwater source. #2) Stormwater runoff is effectively managed. 12 41 Council Goals City of Tigard, • Oregon The Tigard City Council meets at the beginning of each calendar year to • establish goals. Council goals comprise high - priority tasks or programs that the City Council intends to complete or initiate during the year, though attainment Council of these goals may take several years. The goals are based on Vision Task Goals Force Goals, departmental needs, and City Council priorities. In the goal • setting meeting, the City Council reviews information and develops a short list • of goals. Council goals set the priorities for City government and are incorporated into departmental work plans. The Council established the following goals for 2001: • 41 • Continue the City's Transportation Improvement Program. • • Provide recreational opportunities. ♦ Support the efforts of the Tigard Central Business District Association (TCBDA) and their plan to revitalize the downtown. • • • Continue to implement the City Park Master Plan. • • Determine the City's long term water supply. 0 • • Establish an annexation policy for non - island areas. • Encourage and support private sector programs to rehabilitate 0 existing, and develop new, affordable housing. • • Review the report of the New Tigard Library Construction Committee (NTLCC) and • ♦ Develop a new citywide sewer provide completion direction. policy. 41 • Expand citizen involvement opportunities. • ♦ Participate in the 2001 Oregon Legislative session. • • • • • • • 4I I • • • 3 13 • City of Tigard, Oregon Citizens Citywide Organization Chart - By „.. Mayor & City Program City Council ” Attorney City Manager I I I Police Administration Operations PPo rt Services I I I I Library Readers; Technical Administration Circulation ' Services Services Sanitary Administration Storm Water Sewer Public Works I I I I I I I I Street Fleet Property Parks & Maintenance Maintenance • Management . Grounds 'I I I Community Building Current Long Range Development Administration Inspection Planning Planning l Engineering, Engineering Street Lights Department & Signals • City City Human • Risk Network Administration Management Resources Management Services I I I . Finance Finance Financial • Administrative Administration Operations Services 14 • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon Operating Budget Budget by Program Budget Summary Community Services $7,170,379 $7,465,505 $8,718,384 $9,068,891 $9,065,313 $9,065,313 Public Works 6,510,232 8,204,026 8,802,025 8,472,631 8,331,556 8,331,556 Development Services 3,386,743 3,419,278 3,719,914 4,093,075 4,113,075 4,113,075 Policy and Administration 2,875,663 3,207,314 3,659,373 4,215,888 4,224,151 4,224,151 General Government 344,372 281,697 50,000 25,000 25,000 25,000 Total by Program $20,287,389 $22,577,820 $24,949,696 $25,875,485 $25,759,095 $25,759,095 Operating Budget Budget by Classification Personal Services $12,678,971 $13,665,643 $15,305,038 $16,608,276 $16,522,501 $16,522,501 Materials and Services 6,749,812 8,078,918 8,538,558 8,722,464 8,730,349 8,730,349 Capital Outlay 858,607 833,259 1,106,100 544,745 506,245 506,245 CM Total by Classification $20,287,390 $22,577,820 $24,949,696 $25,875,485 $25,759,095 $25,759,095 Operating Budget Budget by Department Police $5,575,641 $5,768,196 $6,823,504 $6,991,922 $6,979,144 $6,979,144 Library 1,498,545 1,582,109 1,776,820 1,951,619 1,965,719 1,965,719 Social Services & Community Events 96,193 115,200 118,060 125,350 120,450 120,450 Public Works 6,510,232 8,204,026 8,802,025 8,472,631 8,331,556 8,331,556 Community Development 2,115,659 2,053,010 2,166,671 2,388,216 2,388,216 2,388,216 Engineering /Street Lighting 1,271,084 1,366,268 1,553,243 1,704,859 1,724,859 1,724,859 Finance 1,219,760 1,324,252 1,564,980 1,791,719 1,791,719 1,791,719 City Administration 1,655,903 1,883;062 2,094,393 2,424,169 2,432,432 2,432,432 General Government 344,372 281,697 50,000 25,000 25,000 25,000 Total by Department $20,287,389 $22,577,820 $24,949,696 $25,875,485 $25,759,095 $25,759,095 ' /� s � nrrr r � di�g i ��l�j lh ` - Full -Time Equivalent Positions 241.52 252.20 253.88 264.30 260.80 260.80 •••••*••••••••• ••••••.••••• •••••••••••••••.•• • Summary of All Funds Water Traffic Traffic Sanitary Storm - Water Water Quality/ Criminal State County Parks Impact Impact Fee Electrical General Sewer Sewer Water SDC CIP Quantity Forfeiture Gas Tax Gas Tax SDC Fee Urban Serv. Building Inspection Fund Fund Fund 'Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Description RESOURCES Beginning Fund Balance $6,082,150 $8,279,097 $960,638 $5,289,023 $65,829 $3,985,979 $1,149,297 $53,520 ' $149,452 $37,068 $395,331 $1,990,478 $1,006,705 $539,956 $160,000 . Revenues - Property Taxes $8,195,370 $0 $0 $0 - $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 " Grants 109,460 0 0 0 0 0 0 0 0 .0 0 270,000 0 0 0 Interagency Revenues 2,289,440 0 0 0' 0 0• 0 0 1,650,588 174,580 0 0 0 0 0 - Building and Development Fees & Charges 265,305 0 0 309,065 698,131 0 0 0 0 0 502,322 993,700 357,200 1,062,030 193,930 Utiltiy Fees & Charges 0 2,254,500 1,462,860 5,315,000 0 0 96,400 0 8,000 0 0 0 0 9,690 0 Misc. Fees & Charges 104,391 0 0 2,000 0 0 0 0 0 0 0 0 0 0 0 Fines & Forfeitures 683,750 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Franchise and Business Tax 2,542,480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Interest Earnings 341,500 455,400 52,200 291,000 3,600 219,200 60,500 2,900 22,700 2,000 9,600 109,500 55,400 29,700 6,200 Bond Proceeds /Principal 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Revenues 76,250 0 0 38,400 0 0 0 0 0 0 0 0 0 0 0 Total Revenues ' $14,607,946 $2,709,900 $1,515,060 $5,955,465 $701,731 $219,200 $156,900 $2,900 $1,681,288 $176,580 $511,922 $1,373,200 $412,600 $1,101,420 $200,130 Transfers in from other funds $2,231,920 $0 $0 $0 $0 $0 ' $0 $0 $0 $0 $0 $0 $0 $427,891 $0 TOTAL RESOURCES $22,922,016 $10,988,997 $2,475,698 $11,244,488 $767,560 $4,205,179 $1,306,197 - $56,420 $1,830,740 $213,648 $907,253 $3,363,678 $1,419,305 $2,069,267 $360,130 01 • REQUIREMENTS Expenditures by Program: Community Services $9,065,313 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Public Works 2,374,907 456,791 452,530 4,221,381 0 0 0 0 0 0 0 0 0 0 0 Development Services ' • - 2,532,431 0 0 0 0 0 0 0 505,000 0 0 0 0 1.075,644 0 Policy and Administration 385,738 - 0 0 0 0 0 0 0 0 0 0 0 0 0 0 General Government 0 0 0 0 0 0 • 0 0 0 0 0 0 0 0 0 Total Expenditures $14,358,389 $456,791 $452,530 $4,221,381 $0 $0 $0 $0 $505,000 $0 $0 $0 $0 $1,075,644 $0 Debt Service $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Capital Improvements 410,000 2,230,000 342,000 982,500 588,000 ' . 485,500 403,500 0 207,000 0 821,764 2,941,000 0 0 0 Transfer out to other funds 3,661,011 260,659 493,548 1,161,105 0 0 1,156 56,420 . 1,070,410 184,448 0 106,466 46,751 507,414 223,998 Contingency 1,000,000 430,000 182,000 952,000 " 88,200 73,000 53,000 0 19,800 10,000 80,000 , 300,000 6,200 250,000 33,000 Total Budget $19,429,400 $3,377,450 $1,470,078 $7,316,986 $676,200 $558,500 $457,656 $56,420 $1,802,210 $194,448 $901,764 $3,347,466 $52,951 $1,833,058 $256,998 Ending Fund Balance/Reserves' , $3,492,616 $7,611,547 $1,005,620 . $3,927,502 $91,360 $3,646,679 $848,541 $0 $28,530 $19,200 $5,489 $16,212 $1,366,354 $236,209 $103,132 TOTAL REQUIREMENTS $22,922,016 $10,988,997 . $2,475,698 $11,244,488 $767,560 $4,205,179 $1;306,197 $56,420 $1,830,740 $213,648 4907,253 $3,363,678 $1,419,305 $2,069,267 $360,130 • Summary of All Funds Economic SW Park Fleet/ Bancroft Underground Worker's Urban Tree Improvement 69th Ave. Dartmout Metro Levy Central Property GO Debt Bond Debt Utility Comp. Services Replacement District LID LID /CIP Greenspace Improv. Facility Services Mgmt Service Service Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Total Description RESOURCES Beginning Fund Balance $296,962 $423,102 $153,997 $178,140 $0 $50,000 $10,000 $0 $10,000 $1,420,859 $0 . $0 $40,424 $217,238 $32,945,245 Revenues Property Taxes $0 $0 $0 $0 0 $0 $0 $0 0 0 0 0 220,564 0 $8,415,934 Grants 0 0 0 0 0 0 0 50,000 0 0 0 0 0 0 429,460 Interagency Revenues 0 0 250,000 0 0 0 0 81,046 0 0 0 0 0 0 4,445,654 Building and Development Fees & Charges 0 0 483,244 12,000 0 0 0 0 0 0 0 0 0 0 4,876,927 Utiltiy Fees & Charges 58,000 0 0 0 0 0 0 0 0 0 0 0 0 0 9,204,450 Misc. Fees & Charges 0 0 0 0 0 0 0 0 0 0 0 0 0 0 106,391 Fines & Forfeitures 0 0 0 0 0 0 0 0 0 0 0 0 0 0 683,750 Franchise and Business Tax 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2,542,480 Interest Earnings 16,300 23,300 8,500 9,800 0 0 0 0 0 78,100 0 0 6,000 115,542 1,918,942 Bond Proceeds /Principal 0 0 0 0 0 0 0 0 0 0 0 0 0 4,678,356 4,678,356 Other Revenues 0 45,000 0 0 54,208 0 0 0 0 0 0 0 0 0 213.858 Total Revenues $74,300 $68,300 $741,744 $21,800 $54,208 $0 $0 • $131,046 $0 $78,100 $0 $0 $226,564 $4,793,898 $37,516,202 Transfers in from other funds $0 $0 $0 $0 $0 $0 $0 $0 $0 $450,000 $4,396,903 $982,364 $0 $0 $8,489,078 -I TOTAL RESOURCES $371,262 $491,402 $895,741 $199,940 $54,208 $50,000 $10,000 $131,046 $10,000 $1,948,959 $4,396,903 $982,364 $266,988 $5,011,136 $78,950,525 V REQUIREMENTS Expenditures by Program: Community Services $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $9,065,313 Public Works 0 0 0 0 0 0 0 0 0 0 0 825,947 0 0 8,331,556 Development Services 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4,113,075 Policy and Administration 0 0 0 0 0 0 0 0 0 0 3,838,413 0 0 0 4,224,151 General Government 0 0 0 0 0 0 0 0 0 0 25,000 0 0 0 25,000 Total Expenditures $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $3,863,413 $825,947 $0 $0 $25,759,095 Debt Service $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $246,988 $4,515,222 $4,762,210 Capital Improvements 40,000 0 200,000 50,000 0 50,000 10,000 131,046 10,000 750,000 0 0 0 0 $10,652,310 Transfer out to other funds 0 0 446,926 .2,300 54,208 0 0 0 - 0 0 95,840 116;417 0 0 $8,489,078 Contingency 6,000 0 $94,500 , 7,800 0 0 0 0 0 112,500 187,650 40,000 0 0 $3,925,650 . Total Budget $46,000 . $0 $741,426 $60,100 $54,208 $50,000 $10,000 $131,046 $10,000 $862,500 $4,146,903 $982,364 $246,988 $4,515,222 $53,588,343 Ending Fund Balance /Reserves $325,262 $491;402 $154,315 $139,840 $0 $0 $0 $0 $0 $1,086,459 $250,000 $0 $20,000 $495,914 $25,362,182 TOTAL REQUIREMENTS $371,262 $491,402 $895,741 $199,940 $54,208 $50,000 $10,000 $131,046 $10,000 $1,948,959 $4,396,903 $982,364 $266,988 $5,011,136 $78,950,525 •S••• • ••••••• •••••••••• s� •• •••'••••••••••••• ' •• •• Resources to meet the City City of Tigard, of Tigard's obligations and Oregon service needs are derived Transfers 11 % Beginning from three rime p rY _ Fund Where the sources: beginnin fund Current Balances balance, current revenues, Revenues 42% money comes and fund transfers. Begin- 47% from... ning fund balance consists of revenues carried for- Total Resources $78,950,525 ward from previous fiscal years, including reserves for specific purposes (e.g., debt reserves and capital improvements) and monies used for cash flow. Current revenues are those earned from City operations or taxes levied during the fiscal year. The princi- pal sources of current revenues are utility fees and charges, property taxes, and development fees and charges. The third primary source is a transfer between funds. Transfers are used to pay for either direct or indirect costs between funds. Current Revenues $37,516,202 Other Revenues Property Taxes Bond — Proceeds /Principal 22y, 12% Grants 1 % Interest Earnings 5 % . .—. Interagency Fines & Forfeitures , Revenues 2% 12% Franchise & Business Tax 7% I Building and Utility Fees& Charges Development Fees & Misc. Fees & 25% Charges Charges 13% 0 % Resources Beginning Fund Balance $32,945,245 Current Revenues Property Taxes $8,415,934 Grants 429,460 Interagency Revenues 4,445,654 Building and Development Fees & Charges 4,876,927 Utility Fees & Charges 9,204,450 Misc. Fees & Charges 106,391 Franchise & Business Tax 2,542,480 Fines & Forfeitures 683,750 Interest Earnings 1,918,942 4‘14, Bond Proceeds /Principal 4,678,356 Other Revenues 213,858 1 Subtotal Current Revenues $37,516,202 Fund Transfers 8,489,078 Total Resources $78,950,525 18 City budgetary requirements fall into three primary categories: total require- S City of Tigard, ments, total appropriations, and program expenditures (or operating expendi- Oregon tures). Total requirements consist of all funds appropriated for use during the • fiscal year plus ending fund balances, which are not appropriated and cannot be Where the used. Ending fund balances are reserved for use in a future fiscal year Total • appropriations consist of funds available for use during the fiscal year and money goes... include program expenditures, debt service, capital improvements, transfers, • • and contingencies. Program expenditures reflect the ongoing operating budget for the delivery of services. The following charts provide information about each of these major categories. Total Requirements Total Requirements $78,950,525 • Ending Fund Balance • 32% • • • Total • ' Appropriations 68% S The total requirements of the FY 2001 -02 City budget total $78.9 million. Of • that amount, 68% is actually appropriated for use during the fiscal year. The S remaining 32% are ending fund balances. These balances cannot be used during • the fiscal year and are reserved for future requirements and cash flow. Total Appropriations • • Total Appropriations $53,588,343 • • Transfers _ • 16%, \ Program • Expenditures 48% • Contingency • 7% S Capital / Improvements 20% Debt Service • 9 % • • Total appropriations consist of several subcategories of use. Almost half of this • amount (48 %) is used for Program Expenditures. Program Expenditures make • up the City's operating budget. The appropriations are also established for debt service, capital improvements, transfers between funds, and contingencies. S Debt service accounts for 9% of total City appropriations and pays principal • S • 19 • and interest on outstanding assessment bonds and voter - approved General City of Tigard, Obligation bonds. Capital improvements account for 20% of total appropria- Oregon tions. Capital improvements consist of major construction or acquisition projects that add to or extend the life of major City facilities and assets. Trans- fers between funds total 16% of appropriations. Money is transferred between Where the funds to share resources or to pay expenses incurred in one fund that also money goes... benefit the program in one or more additional funds. Contingencies account for 7% of total appropriations and are used to pay for unexpected expenses. No money may be spent directly out of a contingency account; if needed, money must be transferred from contingency to another expenditure category by resolution of the City Council. Program Expenditures Requirements Current Expenditures Operating Budget $25,759,095 Debt Service 4,762,210 Capital Improvements 10,652,310 Contingency 3,925,650 Subtotal Current Expenditures 45,099,265 Transfers 8,489,078 Ending Fund Balance 25,362,182 Total Requirements $78,950,525 Program expenditures are the operating budget of the City. Program expendi- tures pay for the day -to -day costs of running the City and providing services to the citizens. This is the heart of the City budget. Program expenditures may be looked at from several different perspectives. Each perspective provides a different view of the use of these dollars. The following charts show three different perspectives of Program expenditures. Program Expenditures Total Operating Budget by Program $25,759,095 Policy and Admin. General Govt. 16 "�. 0 , � Community Services 36% Development Services Public Works 16% 32 %. Program Expenditures by Program shows the major functional areas that make j l l up the total City operating budget. The largest functional area within the operating budget is the Community Services Program. This program consists of police and library services. Coming in a very close second in size is the 20 • Public Works Program at 32 %. This program area consists of services that City of Tigard, operate and maintain the City's infrastructure (roads, water system, parks and Oregon grounds, sanitary and storm sewers, and City facilities). The Development • Services Program accounts for 16% of the total operating budget. This pro- • gram area includes building permits and inspections, land use planning, and Where the engineering services. The Policy and Administration also accounts for 16% of money goes... the total City operating budget. This program area includes the Mayor and City Council and central City administrative functions. The General Government �• Program is less than 1% of the total operating budget. This program area • consists of only that portion of City Attorney costs that cannot be directly • attributed to one of the other program areas. • S • Program Expenditures Total Operating Budget by Department $25,759,095 • • City Administration General Govt. • Finance 9% 0% Police 7% 27% • • Engineering Library 5 7 8% • Community • Development / 9% / • Social Svcs & Public Works Community • 33% Events 0 % • • • Another way of looking at the City's program expenditures is by department. • This view reflects the administrative structure of the City. The largest City 5 department is Public Works with 33% of the budget. Public Works is fol- 5 lowed by Police with 27 %, Community Development and City Administra- • tion each with 9 %, the Library at 8 %, and Engineering and Finance each at • 7 %. General Government and Social Services and Community Events each • account for less than 1% of the operating budget. • i S r • • • S 21 • City of Tigard, Oregon Program Expenditures Total Operating Budget by Category $25,759,095 Where the money goes... Capital Outlay 2% Materials & Service s 34% N Personal Services 64% Finally, the third way to view the Program Expenditures is by major object category. Approximately 64% of the operating budget is spent for Personal Services — the salaries and benefits for staff who are actually operating the programs and providing services to the public. Materials and Services (sup- plies, professional services, small equipment and tools, etc.) account for 34% of the operating budget. Finally, Capital Outlay (purchases of equipment) neces- sary to running programs and providing services accounts for 2% of the operat- ing budget. l t4 1 22 City of Tigard, Oregon Full -Time Equivalent Positions Staffing Ac teal FY 1997/98 Levels Actual FY 1998/99 Actual FY 1999/00 Budget FY 2000/01 Ado pted FY 2001/02 210.00 220.00 230.00 240.00 250.00 260.00 270.00 Between FY 2000 -01 and FY 2001 -02, City staff levels have increased ap- proximately 4 percent. Several key factors have contributed to this growth. A summary of the changes by Department is included below: Police Department The department is showing a net decrease of .83 FTE from last fiscal year. One position was transferred to Network Services as a Police Systems Specialist. However, a grant funded position was increased to a twelve month position which added .17 FTE. Library Additional hours have been included for a Circulation Supervisor adding .20 FTE to the Library. Public Works Overall staffing for the Public Works Department is constant, though there are several changes within the Department. The budget reflects a reorganization of the Department which results in several position changes. In addition, two positions have been cut from the Street Maintenance Division and a new Parks Manager position has been added to the Parks and Grounds Division, and a new utility worker position has been added to the Water Division. Community Development A Building Permit Technician has been added in Building Inspection to assist with maintaining the current service levels given the current growth rate in the 4 City. 23 City of Tigard, Full -Time Equivalent Positions by Department Oregon Total FTE: 260.8 Finance 24.80 City A dmin. 19.80 Police Staffing / 75.50 Engineering Levels 16.00 �_ Library Community ( 30.20 Development— Public Works 30.50 64.00 Community Development (cont) An Assistant Planner to help in fully developing the City's Geographical Information System (GIS) capabilities is included in the Adopted Budget. The enhanced program will be designed to assist other departments throughout the City. Engineering A part-time position of Administrative Specialist II is included in the Adopted Budget for additional administrative and clerical support in the Capital Im- provements Program area. This gives part-time administrative support for development review and capital planning. City Administration An existing half -time position of Senior HR/Telecommunications Analyst has been changed to a full -time Senior Human Resources Analyst to assist in the various programs being implemented or conducted by Human Resources. Network Services is showing a 3.5 FTE increase over last fiscal year. A posi- tion of Police Systems Specialist was transferred from the Police Department, a Web Architect has been added to continue the development of the City's web page, and two additional Network Technicians are included to help in the maintenance of the citywide computer network, which has witnessed a signifi- cant growth over the last few years. One of the Network Technician positions was formally a half -time position of Senior HR/Telecommunications Analyst and this has now become a full -time position that will manage the City's telecommunications system. Finance A new position of Senior Budget Analyst was added to work on the manage- ( AI. 114 � Ii ment of the various franchise programs being operated by the City as well as conducting budgetary analysis on a citywide basis. 24 City of Tigard, Beginning Fund Balances Oregon Gas Tax Funds Traffic Debt Funds 1% Improvement 1 % Fee Funds Fund 9% Other Funds Balance Development q% Funds 3% General Fund 18%, Capital Project Funds Enterprise Funds 5% 59% Beginning Fund Balance Approximately 41.7 % of the City's FY 2001 -02 total resources come from beginning fund balances money carried over from previous fiscal years. In the City's General Fund, the beginning fund balance is projected to be $6,082,150. Fund revenues are primarily from property taxes, fees and charges for services, franchise fees, and revenue from other agencies. These revenues fund a variety of services provided to the community such as Police protection, Library, Parks and Grounds, Planning, and City Administration. A beginning fund balance is maintained to provide cash flow for specific operations until current year revenues are received. In addition, the fund balance provides funding stability to meet the City's needs projected in the Five Year Financial Plan. The largest portion of the beginning fund balance is made up of $19.7 million in the enterprise funds. These funds are dedicated to the operation, mainte- nance and capital improvement programs of the City's sanitary, storm, drink- ing water systems, and future water supply. In the five capital project funds of 69 Ave. LID Fund, Dartmouth LID/CIP Fund, Metro Greenspaces Fund, Park Levy Improvement Fund, and Facility Fund beginning fund balances are projected to be almost $1.5 million. $1.4 million of this is in the Facility Fund which includes two bequests received in 4 11, 4 FY1999 -00 for an improved library. 25 The two Traffic 'Improvement Fee (TIF) Funds are projected to have a corn- City of Tigard, bined beginning fund balance of $2,997,183. The TIF is a charge on new Oregon development assessed by Washington County, but is collected by cities. The revenues may only be used for highway and transit capital improvements,, Fund which provide additional capacity to major transportation systems and to pay the costs of administering the program. Balance Included in the Development Funds of Building, Electrical Inspection, and Urban Services are revenues from permit and other building fees. The.com- bined estimated beginning fund balance is $853,953, which is dedicated prima -. ' rily to the activities in the Building and Electrical Inspection Divisions in the Community Development Department. ' The City's goal is to build . a six month operating reserve in these funds to protect against fluctuations in building activity. The fund balances hold that reserve. • The City of Tigard has.two debt funds, General Obligation Debt Service Fund and Bancroft Bond Debt Service Fund. The beginning fund balances of $257,662 are specifically dedicated to the retirement of both types of debt outstanding. Between the two gas tax funds there is a fund balance of $186,520. The pri- mary revenue is from a tax on motor vehicle fuel imposed by Washington ' County and the State of Oregon. These revenues are then shared with local governments for the operation, maintenance, and construction of public roads • and streets. • In the other remaining funds, the beginning fund balance is projected to be • $1,347,055. This includes a variety of types of funds which have specific ' requirements associated with the use of the revenues received. These include' the Criminal Forfeiture Fund, Parks SDC Fund, Underground Utility fund, Workers' Compensation Fund, and Tree Replacement Fund. . • 26 ' • • The City of Tigard has developed a Comprehensive Long Term Financial Plan • City of Tigard, every year since the 1980s. This plan allows the City to forecast expected • Oregon revenues and expenditures for each of its funds to help anticipate financial • requirements. • Comprehensive • The Comprehensive Long Term Financial Plan continues to be central to Long Term Tigard's financial management strategy. By forecasting and anticipating • Financial financial trends, Tigard can develop strategies to respond to emerging financial • Plan trends. • • The City forecasts operating fund revenues and expenditures over a five year • period. The forecast is adjusted as each year's final results are known and as • new years are budgeted. • • General Fund • FY 200,-06 General Fund • 8,000,000 Financial Projections 7,000,000 • _ • 6,000,000 • 5 ,000,0 00 • • 4,000,000 — 3,000,000. • o • 2.000.000 • • 1,000,000 IWO 0 - 1 • n m0 ac0, o a • -- • : 000 000■ _ /ISCa1 Year • • General Fund revenues are projected to grow over the five year period from 5 $14.7 million in FY 2001 -02 to $16.7 million in FY 2005 -06, or about 14 %. • During the same period, operating expenditures are projected to grow from • $14.6 million to $18.3 million, or about 25 %. These dual trends contribute to a • draw -down of General Fund balance from $5.5 million to a negative $1.4 million. This trend clearly indicates the need for corrective action. • • The major factor affecting the growth of General Fund revenues is Measure 50, • passed in 1997, which limited the growth in property tax revenues to no more • than 3% per year plus the value of new construction. Many of the City's other • General Fund revenues are dependent upon economic activity, which is pro - �'�� I jected to grow moderately over the next five years. • • • • 27 • The five year forecast assumes no major new programs over the next five years. City of Tigard, City services are expected to keep pace with the growth in Tigard's population Oregon growth and service demands. However, the City is projected to experience sharply increased energy costs, and the cost of employee benefits (particularly Comprehensive health and dental insurance costs) are expected to increase significantly. Long Term The City has traditionally limited the growth of General Fund expenditures and Financial will continue these efforts. Rising energy and employee costs will make this Plan more of a challenge in the future. The City is aggressively pursuing energy - saving options and is exploring ways to offset projected double -digit increases in employee health insurance costs. During FY 2001 -02, the City will continue efforts begun in FY 2000 -01 to more actively manage its revenues. Fees and charges have generally not been adjusted to keep pace with inflation. The City will begin a regular program of periodic reviews to ensure that those charges continue to recover City costs. In addition, the City will more actively manage its franchise revenues and will actively review all franchise fees paid to ensure that all money due to the City for use of the public rights -of -way are collected. Finally, the City will more aggressively seek grant revenues to help pay for needed City projects and services. Development Funds FY 2001 -06 Development funds Building, Electrical Inspection, & Urban Services Ending Balances 000,000 700,000 — 600,000 — 500,000 — 400,000 — 300,000 — _ yy (100.000) — (200.000) fiscal Year • Buidng • Electrical hsp. ■ ltban Services The rojections for the City's Development funds (Building, Electrical Inspec- P J Y P g tion, and Urban Services Funds) show a marked improvement over the FY 2000 -01 financial projections. Oil 28 • • The Building Fund shows the strongest performance. The Building Fund • City of Tigard, balance is projected to grow from $545,000 in FY 2001 -02 to $734,000 in • Oregon FY 2005 -06. In FY 1999 -00, this fund required a transfer of $150,000 from the • General Fund to prevent a year -end deficit. In FY 2000 -01, the expenses of • Comprehensive this fund were reduced and fees were increased. Those efforts paid off and the • future outlook for this fund is positive. As with all of the Development funds, Long Ter however, future performance is heavily dependent upon the condition of the • Financial local economy, so fund performance will continue to be closely monitored. • Plan • The Electrical Inspection Fund is projected to drop from a projected • FY 2001 -02 fund balance of $138,000 to a negative $100,000. Under state law, • funds cannot accrue deficits. The condition of the Electrical Inspection Fund • benefited from the same actions that turned around the condition of the Build- ing Fund. Expenses of all of the building inspection services are split between • the Building and Electrical Inpection Funds on one hand and the Urban Ser- • vices Fund on the other. The City will review the basis of splitting those • expenses to ensure that they are acurately assigned to the proper fund. • • The Urban Services Fund was created to account for services provided in the urban services area outside of the current City boundary. The fund's primary • resources are planning and building fees charged in the area plus a contractual • payment from Washington County. This fund was designed to operate on a • break -even basis. • • In last year's financial plan, this fund was projected to experience major defi- • cits. Again, the same actions that turned around the condition of the Building Fund greatly benefited the Urban Services Fund. In addition, the City worked Ili closely with Washington County to take corrective actions. This fund is now • projected to maintain a positive fund balance over the next five years. • • Water Funds 0 FY 2001-06 • Water Funds Water, Water SDC, &Water CIP • Ending Fund Balances 9.000.000 • 8,000,000 • 7.000,000 • 6,000,000 • w 5,000,000 0 C 4,000,000 • EaE ■ , , ' , 1, , , , , , , , • 11 II I • /44k 0 , . d a kL■ 4P-711(1 :ct: ' Fls cal Years • Water IN Water SDC ■ Water CP I • • 29 0 The Water funds include the Water Fund, the Water Systems Development City of Tigard, Charge (SDC) Fund, and the Water CIP Fund. For financial planning purposes, Oregon the Water Fund and the Water SDC Fund are treated as a single unit. The Water CIP Fund is reserved for a new, long -term water source, and is projected separately from the other two Water Funds. Comprehensive Long Term The financial condition of the Water funds is almost entirely dependent upon Financial the size of the projected capital program and the size of future water rate and Plan SDC increases. The capital program was developed pursuant a 20 -year projec- tion of capital needs. The prior year's financial plan projected a $939,000 deficit in the Water Fund at the end of the five year projection period. During FY 2000 -01, the City improved management of its water resources to reduce peak -day demand. These efforts resulted in a significant decrease in the cost of water purchased from the City of Portland. The balances of the Water Fund and the Water SDC Fund are projected to remain positive over the next five years. The Water CIP Fund balance shows continued growth. These funds are re- served to help pay for a future long term water supply. Only minor expendi- tures are projected for this fund during the five year planning period. Sanitary and Storm Sewer Funds FY 2001 -06 Sewer Funds Sanitary Sewer, Storm Sewer, & Water Quality /Quantity Funds Ending Balances 14,000,000 — 1 12,000,000 10,000,000 • 9,000.000 6 9,000,000 4,000,000 2,000,000 w m o Assaf Year • Santary Sewer • Storm Sewer I• Water Qral/Ouan. AP' ^t l ll,� 30 • • • Road Funds City of Tigard, • Oregon FY 2001-06 • Road Funds State Gas Tax, County Gas Tax, Traffic Improvement Fee, Traffic Improvement Fee — Urban Services • Ending Balances .- - - -- - -- - -- ---------- - - - - -. _ ._ .. .._.. _ -- -- - - - - -' • 4.500.000 - -- — Comprehensive 4,000.000 I • Long Term 7,500,000 • Financial 7,000,000 • Plan 2,500,000 • 2 2,000,000 o • 1,500,000 1,000,000 • 500,000 • 1 8 o a Q m _ Fiscal Year "'State Gas Tax A County Gas Tax ■ Traffic hp . Fee II Traffic hp. Fee-- US I • • The City's Road funds include the State Gas Tax Fund, the County Gas Tax • Fund, the Traffic Impact Fee (TIF) Fund, and the Traffic Impact Fee — Urban • Services Fund. Like the Water funds and the Sanitary and Storm Sewer funds, • the financial condition of the Road funds is heavily dependent upon the pro- jected capital needs of the City. • • The City receives a share of the State Gas Tax and the County Gas Tax. These • taxes have not kept pace with capital needs, with the result that the State Gas Tax Fund is projected to be in a deficit situation by FY 2005 -06. In • FY 2001 -02 the Capital Improvement Program of the State Gas Tax Fund has • been reduced as a result of limited funding. • The fund balances in the City's two Traffic Impact Fee funds are projected to • increase over the planning period. The traffic impact fee is imposed by Wash- • ington County and can only be used to pay for needed improvements to major • roads. The City's CEP identifies these balances as reserved for future projects, • yet does not currently identify projects eligible for this funding. Once these projects are identified and built into the CIP, the projected condition of these • funds will moderate. • Summary • • The City's Five Year Financial Plan shows that, overall, the City's current • financial condition is good. Two of the three problem areas identified in last • year's plan have been corrected. The FY 2001 -02 plan, however, identifies two future problem areas that require attention: the Road funds and the General Fund. The FY 2001 -02 Budget continues to manage the expenditures of the General Fund and includes tools to more actively manage revenues. The • • condition of the Road funds in general, and the State Gas Tax Fund in particu- • . p (L lar, are largely dependent upon State or County actions. The City continues to • work with those entities to address these issues. In addition, the City will be • actively seeking grants and other revenues to help address road funding needs. • • 31 • City of Tigard, Oregon REVENUE ANALYSIS Current Revenue Summary - By Fund 32 Property Tax Property Tax Summary 33 Assessed Valuation 34 Property Tax Revenue 35 State Revenue Sharing 36 Enterprise Funds - User Fees 37 Connection Fees 38 Permit Revenue 39 Franchise Fee Revenue 40 County Funds 42 Fine Revenue 43 Interest Earnings 44 Interfund Transfers 45 A,k _taw I ••••••.••••••.• •••••••••••••••••••••••••••••4• z 0 ago a) 4 O --T - C O 0 City of Tigard, Current Revenue Oregon (Excludes Beginning Balances and Transfers) Actual Actual Adopted Proposed Approved Adopted Funds 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Current Revenue General $13,500,458 $13,263,246 $14,327,030 $14,604,124 $14,607,946 $14,607,946 • Summary - Sanitary Sewer $1,803,173 $2,219,562 $1,972,000 $2,709,900 $2,709,900 $2,709,900 By Fund Storm Sewer 1,132,217 1,159,511 1,104,000 1,515,060 1,515,060 1,515,060 Water Fund 5,125,588 5,285,919 5,095,825 5,955,465 5,955,465 5,955,465 WaterSDC 322,930 258,617 239,800 701,731 701,731 701,731 WaterCIP 4,193,310 198,735 75,120 219,200 219,200 219,200 Water Quality /Quantity 216,853 309,078 157,000 156,900 156,900 156,900 Total Enterprise $12,794,071 $9,431,422 $8,643,745 $11,258,256 $11,258,256 $11,258,256 • Criminal Forfeiture $41,943 $22,846 $8,000 $2,900 $2,900 $2,900 State Gas Tax 1,662,371 1,863,127 1,882,129 1,681,288 1,681,288 1,681,288 , County Gas Tax 166,238 183,818 173,000 176,580 176,580 176,580 Parks SDC • 320,935 281,429 411,000 511,922 511,922 511,922 Traffic Impact Fee 900,403 910,997 1,100,000 1,373,200 1,373,200 1,373,200 ' Urban Services Traffic Impact Fee 258,100 158,335 431,000 412,600 412,600 412,600 ' Building 740,397 898,717 1,002,348 1,101,420 1,101,420 1,101,420 Electrical Inspection 149,999 175,627 189,666 176,750 200,130 200,130 Underground Utility 90,687 67,034 78,000 74,300 74,300 74,300 Workers' Compensation 57,772 137,722 54,000 68,300 68,300 68,300 Urban Services 528,084 675,034 775,716 733,344 741,744 741,744 Tree Replacement 25,250 48,916 33,000 21,800 21,800 21,800 Economic Improvement District 0 0 0 54,208 54,208 54,208 Total Special Revenue $4,942,179 $5,423,602 $6,137,859 $6,388,612 $6,420,392 $6,420,392 . General Obligation Debt Service $1,668,422 $279,305 $299,383 $226,564 $226,564 $226,564 Bancroft Debt Service 5,767,917 3,090,396 2,770,745 4,793,898 4,793,898 4,793,898 ' Total Debt Service $7,436,339 $3,369,701 $3,070,128 $5,020,462 $5,020,462 $5,020,462 69th Ave. LID $1,255,981 $428,094 $0 $0 $0 ,$0 Dartmouth LID 889 530 1,000 0 0 0 Metro Greenspaces 336,557 7,941 240,811 131,046 131,046 131,046 Park Levy Improvement 31,385 11,393 7,000 0 0 0 ' Facility 262,795 1,077,229 199,000 78,100 78,100 78,100 Total Capital Projects $1,887,607 $1,525,187 $447,811 $209,146 $209,146 $209,146 Central Services $0 $0 $0 $0 $0 $0 Fleet/Property Management 0 0 0 0 0 0 Total Internal Service $0 $0 $0 $0 $0 $0 • Total Current Revenue $40,560,654 $33,013,158 $32,626,573 $37,480,600 $37,516,202 $37,516,202 32 • • Property Tax Revenue • City of Tigard, 0 Oregon Oregon voters passed Measure 50, a State Constitutional Amendment, which • fundamentally changed property tax calculation and administration in Oregon in • Property Tax May 1997. Measure 50 converted operating property tax authority from a "levy- • Summary based" system to a "rate- based" system and it became effective in FY 1997 -98 • The City's tax base, which was $6,891,856 in FY 1997 -98, was converted to .a permanent tax rate of $2.5131 by the measure. The measure established 0 FY 1997 -98 assessed value at FY 1995 -96 values less 10 %. 0 • 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 and annexations. - • Measure 50 did not change the basis for calculating General Obligation (GO) • debt service levies. GO debt service levies are calculated to produce enough tax • revenues that (when combined with other resources such as interest earnings and • fund balance) will be enough to pay debt service due on these voter - approved • bonds. - 0 Actual Actual Est. Actual Proposed • Tax Information 1998/99 1999/00 2000/01 2000/01 • Property Taxes • General Fund $7,227,025 $7,659,607 $7,622,613 $8,547,528 • GO Debt Service 1,688,796 246,685 270,383 228,498 • Total Tax Levied $8,915,821 $7,906,292 $7,892,996 $8,776,026 0 • Assessed Values • Prior Year Assessed Value $3,254,596,701 • Allowable 3% Increase 97,637,901 - 0 Est. Annexations & New Const. 48,818,951 Total Assessed Value $2,869,660,833 $3,033,029,082 $3,254,596,701 $3,401,053,553 • • Tax Rates /$1,000 AN e, General Fund Permanent Rate $2.51310 $2.51310 $2.51310 $2.51310 0 GO Debt Service $0.58850 $0.08133 $0.08308 $0.06718 • Tax Rate $3.10160 $2.59443 $2.59618 $2.58028 • Assessed Value of • Average Home $176,200 $181,600 $187,200 $193,000 5 • General Fund $442.81 $456.38 $470.45 $485.03 • 4 %0 1._ 'I ii GO Debt Service $103.69 $14.77 $15.55 $12.97. 411 � Total Estimated Tax per Household $546.50 $471.15 $486.00 $497.99 • • 33 • At the beginning of each fiscal year, the Washington County Assessor deter - City of Tigard, mines assessed values of properties in the City. Prior to Measure 50, Oregon's Oregon 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 Assessed amount of taxes that could be collected. Valuation With the approval of Measure 50 in 1997, assessed values on individual proper- ties were rolled back to FY 1995-96 levels and then reduced by 10 %. Assessed values are limited to an increase of 3% per year. The difference between market value and assessed value is expected to widen in future years due to the 3% cap on assessed value growth. Assessed value is used for spreading the operating levies, while market values are used to meet the Measure 5 cap requirements and to spread debt service levies, which are exempt from Measure 50. Value added through new construction will increase assessed value over the 3% Measure 50 growth rate. Assessed Valuations are presented below. Prior to FY 1997 -98, Assessed Value equaled Market Value. City of Tigard Assessed Values $3,500,000,000 $3,000,000,000 $2,500,000,000 — $2,000,000,000 $1,500,000,000 ■ • • ■ $1,000,000,000 • • • • • $500,000,000 ■ ■ ■ ■ ■ $0 93-94 94-95 95-96 96-97 97 -98 98-99 99-00 00-01 01-02 Fiscal Year Fiscal Assessed Year Value 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 �' � i 99 -00 00 -01 $3,047,750,658 $3,254,596,056 01 -02 $3,401,053,553 (estimated) 34 • • • City of Tigard, • Oregon Property Tax Revenue • • $9,000,000 - Property Tax $8,195,370 • $8,000,000 — — $7774,069_ Revenue — — — — - $ 6,985,229 — — $7,382,284 — • $7,000,000 — $6.47A250 — - — — _ - — - — _ IL -- - — - _ — - • $6,000,000 — Li 9i81 Li 26; - - -- - -- - -- -- - -- - — - m 4 $5,000,000 — — — — — — — — C0 t $4,000,000 - • $3,000,000 — - - $2,000,000 — — — $1,000,000 — — - 1272,766 5,383 - 20364 • $0 1997/98 1998/99 1999/00 2000/01 2001/02 • Fiscal Year • .Propert Tax Revenue ®Debt Service Revenue • • Property Taxes • Tigard's permanent property tax rate of $2.5131 per thousand is applied to assessed value of property in the City each year. This permanent rate produces revenues for General Fund operating costs. Under the Oregon Constitution (as • amended by Measure 50 in 1997), assessed values may increase 3% per year. • This increase, plus a pro -rated share of the value of new construction, is used to calculate property tax revenues. The City also has a General Obligation Bond property tax levy. This levy was authorized by voters to pay debt service on bonds issued for various road and facility improvements. The levy is sized to generate sufficient funds to pay all debt service when due. This levy is decreasing as bonds are repaid. • • .alli e 35 • City of Tigard, Oregon State Revenue Sharing $2,500,000 - --� State Revenue • $2,211,466 $2,179,449 $2,256,310 $2,326,975 $2,268,177 Sharing $2,000,000 — - - - - -- - - -- - - -� $1,500,000 -- - -- - - - --- - - --- - - --- -- m $1,000,000 — - - - -- -- -- -- --- - - --- -- $500,000 1997/98 1998/99 1999/00 2000/01 2001/D2 Fiscal Year DS Revenue Sharing State Revenue Sharing State Revenues include gas tax, cigarette tax, liquor tax, and State revenue sharing. State revenues are distributed to cities by statute -based formulas incorporating population and per capita incomes. These revenues have been remarkably even over the past several years. Budgetary revenue estimates are based on information provided by the League of Oregon Cities following consultation with the State. 36 • • • City of Tigard, - • Oregon Enterprise Funds - User Fees • $10,000,000 - • Enterprise $9,000,000 - - - - - - - - - - - - - - - $8816,060 • Funds - User $8,000,000 — - — - — - — - — — — 87,304,935 — — — — • $ 7,117,075 9 • Fees _ $6+80 $7,000,000 — � 451 — - -- - — � • d $6,000,000 _— _ $5,596,300 — - • 0 C • g. • $5,000,000 — - — - — - - — - — - — - — - — - - — % �, CC $ 4,000,000 — - — - — - - — - — - — - - - - - - • $3,000,000 — - — - — — — — — — - -- • $2,000,000 -- — . -- - --- - -- - - -- - — • $1,000,000 -- —. __ - -- - -- - - -- - -. • $0 • 1997/98 1998199 1999i00 2000i01 2001102 Fiscal Year • •User Fees • • • User Fees • User fees include Water, Sewer and Storm Drainage fees charged to all users of • such services. The Sanitary and Storm fees are established by the Clean Water • Services Agency (formerly the Unified Sewerage Agency) and are set by the • Agency each year. The City Council, through an intergovernmental agreement • with the other water system participants, sets the water rates. Revenue contin- • ues to grow with the growth in customers. Water rates were increased by an • average of 15.5% in the spring of 2001. The budget assumes a second water • rate increase in January 2002. • • • • • • • • • • 414 / Illi‘; • • • . • • 37 • City of Tigard, Oregon Connection Fees $2,400,000 -- -- - - -- --- _..- --- - -- ------- - - - -_- ------- ._. - - - - -- - - Connection Fees $2,100,00 -------------------------- - - - - -- - - - -- 0 e o 0 0 $1,800,000 -- -- 4 ► - - -- -- — — ---- - - - - -- -- 4-: - - -- - - -¢? -- 0 $1,500,000 --- - 44 - --- -- ---- ----- - - - --0 - - -- 7- -- d e m N e o N a m vi "—" C f . ' $ 1,200,000 —re — _ _M —' — _ — - — _ - — _ — N _ . _ _ n co m m a" F Z a7 N co a ° N N $900,000 —* - — - _a — - — - - M 1 - ^ - — - — - 5- o - e- - — a . 0 0 01 A ; x N e o W • N $600,000 — ^- - I ^ — - 1 m N- — - N �- M - — F.; .N- 4, . N N N 00000 N ~ — - N - — - 777_ — 1' Pvlarl 1997/98 1998/99 1999/00 2000/01 2001/02 Fiscal Year •Water QSewer ❑Roads EParks Connection Fees Connection fees include Traffic Impact Fees, storm and sanitary sewer connec- tions, water connections and systems development charges, and parks system development charges. This revenue category has shown mixed results histori- cally because it relates directly to the level of development activity occurring within Tigard. This activity is expected to increase in FY 2001 -02. FY 2001 -02 also reflects increases in systems development charges for water and parks adopted by the City Council in FY 2000 -01. • 4** 38 • • • City of Tigard, • Oregon Permit Revenue • $2,500,000 __--- ._ -- -- -- — —_. -- • Permit $2,259,056 $2,287,105 • $2,160,214 i Revenue $1,998,621 • $2,000,000 -- - - - - -- — — - — - — -— • $1,726,429 m • % c t $1,500,000 — - - — - — — — — - — - — - • 4 1 • $1000,000 — - _ — _ — _ _ —_ —_ _ — _ — _ • • $ 500,000 , , • 1997/98 1998/99 1999/00 2000/01 2001/02 • Fiscal Year !Permit Revenue • • • • Permit Revenue • • Permit fees are recorded in the Building Fund, the Electrical Inspection Fund, • the General Fund and the Urban Services Fund. Nearly all fees are related to • development activity and, therefore, reflect the level of that activity. Tigard has • experienced a strong economic climate over the past few years and very strong • residential and commercial development activity. The City did experience • some downturn during FY 1999 -00. Recent indicators show that there has been an upturn in building activity. The projections for FY 2001 -02 are based on a • conservative growth trend. • • The City began providing development services to an area of Washington • County outside the City limits in June 1998 and collects fees from this area to • pay for the associated inspection and plan review services. • Building fees were increased in September 2000. • • • • • • Alik • f • • • 39 • • City of Tigard, Franchise Fee Revenue Oregon $2,500,000 -- — -- - - - - -- - - -- -- -- ---- -- _.------ - - - - -- $ 2,306,860 Franchise 40 97 Fee Revenue $2,000,000 $ 1,0,7 $1,960 768 $2,004,180 — — — — — $1,742,000 a e $1,500,000 -- - - -- - — - — - — - - — - — - - V $1,000,000 — - _ — _ — $ 500,000 1997/98 1998/99 1999/00 2000/01 2001/02 Fiscal Year •Franchise Fees Franchise fees are charged to public utilities for the use of the public rights -of- way. Franchised activities paying the fee include electricity, natural gas, telephones, cable television, and solid waste haulers. All franchise fees are computed as a percentage of gross proceeds within Tigard's city limits. All franchises, with the exception of cable television, are directly between the City and the franchise holder. The Metropolitan Area Communication Commission, a consortium of cities in the Metro area, adminis- ters the cable television franchise. City franchise fee rates have not changed since 1992. The City has experienced significant growth in the number of franchised telecommunications providers in the past year. These new franchises have not, however, produced significant additional franchise revenue; rather, they have tended to spread existing franchise revenues over a wider range of providers. The budget assumes increased franchise fee revenues in FY 2001 -02 as a result of anticipated utility rate increases this fall. The City's electricity provider, Portland General Electric (PGE), is expected to request double -digit rate in- creases in the fall of 2001. A rate increase will produce additional franchise fee revenue for the City, since franchise fees are based on a utility's gross rev- enues. The 1999 Oregon legislature, however, deregulated the electric utility industry to take effect in October 2001. Electricity deregulation could reduce A' ,Ji41.11V PGE's gross revenues. The Legislature is now discussing a possible delay in deregulation, and even if not delayed, it is beginning to appear that deregulation will not have an immediate effect on PGE's gross revenues. The budget also assumes a double -digit utility rate increase for natural gas. 40 • Current franchise rates are: • City of Tigard, • Oregon Service Provider Rate • Cable Television AT &T Broadband 5.00% • Franchise • Electricity Portland General Electric 3.50% Fee Revenue Garbage All haulers 3.00% Natural Gas Northwest Natural Gas 3.00% • Telecommunications All Phase Utility Corp. 5.00% • Electric Lightwave 5.00% • First Point Communications 5.00% • General Telephone (Verizon) 5.00% Level 3 5.00% • • MCI Worldcom 5.00% • McLeod 5.00% • Metro Media Fiber Network 5.00% • Metropolitan Fiber Systems (MFS) 5.00% • NextLink 5.00% • U.S. West Communications (Qwest) • 5.00% • • `• • • • • • • • • • • • • • • • • • • • • • • • • 41 • City of Tigard, Oregon County Funds County $2,500,000 Funds $2,000,000 — — — — — — — — — — — — — — — $1,795,991 $1,675,318 $1,715,634 $1,690,209 $1,533,000 $1,500,000 — — - — - - — — — — — 2 $1,000,000 - -- - --- -- -- --- - -- i $ 500,000 1997/98 1998/99 1999/00 2000/01 2001/02 Fiscal Year 13 County Funds • County Shared Revenues County Shared Revenues include the Washington County Gas Tax, the Wash- ington County Cooperative Library System (WCCLS) levy, and a county -wide Hotel/Motel Tax. Washington County collects a one -cent per gallon tax on gasoline, which is distributed to cities in the county. These revenues may be used for road main- tenance activities. WCCLS funds come from County property taxes generated from the County's permanent property tax rate. The WCCLS funds were originally authorized by voters as a series of three -year levies, but the most recent levy was converted to a permanent property tax rate by Measure 50 in 1997. WCCLS funds are distributed to cities with public libraries based upon a formula heavily weighted to increases in circulation. The Tigard Library's circulation has increased each year, but not as fast as increases at other system libraries. Tigard's allocation of WCCLS funds has therefore decreased. The hotel/motel tax is collected by Washington County and is 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 hotel and motel rooms in the City has increased in the past. Hotel/motel tax distribu- 1I tions to the City have declined slightly over the past two years. Tax collections are directly related to room rental rates. 42 • • • City of Tigard, • Oregon • Fine and Forfeiture • Revenue Fine • $900,000 - --- -- .— .._- -- - - -- -- --_-__ ..___._--- _._._ -_ -. -- -- -- --- -- - - -- - --------------- Revenue 1 • $800,000 — — — — — - — — — — — — I • $ 730,000 $ 683,750 • $700,000 - - -- - - -- - -- - -- - -- - -- - -- - - -- ~ $600,000 - - - - - -- - -- -- — - - - - - -- - - -- -- • i $500,000 — — — — — — — — — — - — - — - H • $400,000 — $390,967 _1323;5D0 - — - - — $321544 - — _ — • $300,000 -- — - — • - - --- - - -- - - • I $200,000 — - - --- - - -- -- • 1 $100,000 , , 1997,98 1998 /99 1999 /00 2000 /01 2001 /02 I • $ 0 - - -- - - - - -- - - - - -- - - - -- -- -- • Fiscal Year • IVine Forfeiture Revenue • • Fines and Forfeitures • This source of revenue includes traffic tickets issued by the Police and pro- • cessed by the Municipal Court and fines for late and lost materials at the Li- • brary. Fine collections are directly related to the number of citations issued. • The bail schedule is updated annually by the Municipal Court Judge. This • revenue source was projected to increase in FY 2000 -01 with the advent of • photo radar speed enforcement. Photo radar was delayed, however, and so the • budgeted revenues were not received. Photo radar is now expected to begin • later in 2001. Revenue projections from photo radar are based on the draft • contract with the photo radar equipment supplier. • • • • • • • • 4 A "' -8 • • • • • • 43 • • City of Tigard, Oregon Interest Earnings $2,400,000 -- - -- -- - ----- .__— ._..._..... ._ • Interest $2,100,000 — Earnings ---- - - - - -- - -- ---------------- $1,918 942 $1,800,000 $1,757,282 — - $1,500,000 -- - $1.3Z6,301L -- $1,411,842 - --- - -- - --- m $1,340,016 e i C ? $1,200,000 - -. - — _ — _ _ -- — _ _ —_— - — -_ — W I $900,000 -- - -- — -- — - — -- — - - $600,000 — - - - — - — - - — - — — — — -- $300,000 - -- • — - — - - — - — - - — - — --- -- - -! $0 - - 199798 199899 1999/00 2000/01 2001/02 Fiscal Year Olnterest Earnings Interest Earnings Interest earnings are generated from the investment of cash on hand in the various funds of the City. Interest earnings are directly attributable to the amount of cash available for investment and current interest rates. The City is assuming an interest rate of 5.5% for its investments. 44 .at 44 • . • . . -- -- ° Interfund transfers will be a significant part of the annual budget beginriing in • • • • City of Tigard, FY 2001 -02. Generally, transfers will be made between funds when the rev- • Oregon enue is received in one fund for an expense that occurs in another fund or whe • City functions have more than one funding source. Another primary reason for transfers is for a fund to pay for services provided by another fund (for ex- s • Interfund ample, Financial Operations providing utility billing services for the Water • Transfers Fund) • A transfer is an expense to the fund that is transferring' the money out or buying • services. A transfer is a resource to the fund that is receiving the money or • selling the service. For every expense transfer there is a corresponding re- • source transfer. The .corresponding transfers must show the same dollar amount. The various types of interfund transfers are defined below: • Transfer of Resources • • Transfer of resources from one fund to another which are not based upon a cost • allocation plan or any expectation of a payment for services provided; rather • this transfer represents the transfer of a resource for another use. • . • Transfer of Indirect Costs . . Transfers received for services provided, which hav been allocated based upon a cost allocation plan. For the City, the following bases of allocation are used • for those functions or programs listed below: • . • City Management - size of budget • Finance - size of budget Financial Operations - size of budget /services provided • Human Resources - number of FTE • Network Services - number of personal computers assigned to budget unit. • • . Office Services - percent of hours spent working on projects. . Records - number of new files processed /number of files pulled (number by budget unit) • • Risk Management - FTE /auto assignment /bond premiums /property. - • Property Management - square footage of office space or buildings. Fleet Maintenance - vehicle assignments (number by budget unit) • • Transfer of Direct Costs • • A receipt of services provided to another fiscal entity (fund), the services of • which can be specifically identified and billed to the benefiting entity or fund. • . Since the internal transfers are complex and can be difficult to follow and trace • . through the budget document, the following explanation is provided each ' • . A transfer, by fund: .III • 0 0 45 • • From To City of Tigard, (Requirement) (Resource) Type $ Amount Purpose Oregon General Fund Building Fund Direct $54,750 Transfer of resources to fund a position to conduct housing inspections. Interfund Central Services Fund Indirect 2,280,560 Charges for services provided by citywide Transfers support programs such as City Management, Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. Resource 250,000 Finance/HR system replacement reserve. Fleet/Property Indirect 625,701 Charges for office space and shared space; Management Fund and fleet maintenance overhead and services. Facilities Fund Resource 450,000 Contribution to Library project construction reserve. Sanitary Sewer General Fund Direct 111,347 Transfer of resources to fund a portion of Fund Public Works Administration, Community Development Administration, Current Planning, and Engineering. Central Services Fund Indirect 125,300 Charges for services provided by citywide support programs such as City Management, Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. 'I' Fleet/Property Indirect 24,012 Charges for office space and shared space; Management Fund and fleet maintenance overhead and services. From To City of Tigard, (Requirement) (Resource) Type $ Amount Purpose Oregon Storm Sewer Fund General Fund Direct 300,082 Transfer ofresources to fund portion of Public Works Administration, Community Interfund Development Administration, Current Transfers Planning, Engineering, and Street Maintenance. • Central Services Fund Indirect 146,927 Charges for services provided by citywide support programs such as City Management, Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. Fleet/Property Indirect 46,539 Charges for office space and shared space; Management Fund and fleet maintenance overhead and services. V Water Fund General Fund Direct 272,156 Transfer of resources to fund portion of Public Works Administration. Central Services Fund Indirect 818,837 Charges for services provided by citywide support programs such as City Management, • Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. Fleet/Property Indirect 70,112 Charges for office space and shared space; Management Fund and fleet maintenance overhead and services. Water /Quality General Fund Direct 977 Transfer of resources to fund portion of /�� ir� i�� l�,�j l i t Quantity Fund Community Development Administration. t • • •••-•••••••••••••••••••••••••••••••••••••••••• . , From To City of Tigard, (Requirement) (Resource) Type $ Amount Purpose Oregon Water Quality/ Central Services Fund Indirect 174 Charges for services provided by citywide Quantity Fund support programs such as City Management, Interfund Risk Management, Network Services, Financial Operations, Finance Administration, • Transfers Office Services, Records, and some City Attorney costs. Fleet/Property Indirect 5 Charges for office space and shared space; Management Fund and fleet maintenance overhead and services. Criminal Forfeiture General Fund Direct 56,420 Transfer of resources to be used Fund for drug enforcement related programs. State Gas Tax General Fund Direct 783,225 Transfer of resources to fund a portion of Fund the Street Maintenace program. Central Services Fund Indirect 221,818 Charges for services provided by citywide CO support programs such as City Management, Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. Fleet/Property Indirect 65,367 Charges for office space and shared space; Management Fund and fleet maintenance overhead and services. County Gas General Fund Direct 160,888 Transfer of resources to fund a portion of Tax Fund the Street Maintenace program. Central Services Fund Indirect 18,738 Charges for services provided by citywide support programs such as City Management, Risk Management, Network Services, �i "n r "IU,T � Financial Operations, Finance Administration, al� °� Office Services, Records, and some City Attorney costs. From To City of Tigard, (Requirement) (Resource) Type $ Amount Purpose Oregon County Gas Fleet/Property Indirect 4,822 Charges for office space and shared space; Tax Fund Management Fund and fleet maintenance overhead and services. Interfund Transfers Traffic Impact General Fund Direct 79,534 Transfer of resources to fund a portion of Fee Fund Community Development Administration and Engineering. Central Services Fund Indirect 26,347 Charges for services provided by citywide support programs such as City Management, Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. A Fleet/Property Indirect 585 Charges for office space and shared space; Management Fund and fleet maintenance overhead and services. Traff Impact Fee/ General Fund Direct 35,045 Transfer of resources to fund a portion of Urban Services Fund Community Development Administration and Engineering. Central Services Fund Indirect 11,452 Charges for services provided by citywide support programs such as City Management, Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. Fleet/Property Indirect 254 Charges for office space and shared space; Property Management and fleet maintenance overhead and services. •••••••••••••••••• •• `►•••••i•••••••••••••••••• • From To City of Tigard, (Requirement) (Resource) Type $ Amount Purpose Oregon Building Fund General Fund Direct 73,685 Transfer of resources to fund a portion of Community Development Administration. Interfund Resource 150,000 Loan repayment Transfers Central Services Fund Indirect 249,545 Charges for services provided by citywide support programs such as City Management, Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. Fleet/Property Indirect 34,184 Charges for office space and shared space; Management Fund and fleet maintenance overhead and services. Electrical General Fund Direct 19,221 Transfer of resources to fund a portion of c Inspection Fund Community Development Administration. Building Fund Direct 155,968 Transfer of resources to fund the portion of the Building Inspection program related to electrical building permits. Central Services Fund Indirect 43,285 Charges for services provided by citywide support programs such as City Management, Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. Fleet/Property Indirect Direct 5,524 133,705 Charges for office space and shared space; Managment Fund Urban Services General Fund and fleet maintenance overhead and services. Transfer of resources to fund a portion of *ONO I� �/,►�� I J (' J 1 Fund Current Planning, Engineering, Community 1 i Development Administration, and Public Works Administration. From To - City of Tigard, (Requirement) (Resource) Type $ Amount Purpose Oregon Urban Services Building Fund Direct 217,173 Transfer of resources to fund the portion of Fund the Building Inspection program providing services to the City's urban services area. Interfund Transfers Central Services Fund Indirect 86,629 Charges for services provided by citywide support programs such as City Management, Risk Management, Network Services, Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. Fleet/Property Indirect 9,419 Charges for office space and shared space; Management Fund and fleet maintenance overhead and services. Tree Replacement General Fund Direct 2,300 Transfer ofresources to fund aportion of Fund Parks and Grounds maintenance. Economic General Fund Direct 53,334 Transfer ofresources to fund economic Improvement District Fund improvement activities in the City of Tigard. Central Services Fund Indirect 874 Transfer of resources to fund Economic Improvement assessments collection activities in Financial Operations. Central Services Fleet/Property Indirect 95,840 Charges for office space and shared space; Fund Management Fund and fleet maintenance overhead and services. Fleet/Property Central Services Fund Indirect 116,417 Charges for services provided by citywide support programs such as City Management, Risk Management, Network Services, A A ' Financial Operations, Finance Administration, Office Services, Records, and some City Attorney costs. _ Total $8,489,078 ••••••••••••• ••••••-•••••••••••••••••• City of Tigard, Oregon PROGRAM SUMMARIES Program Budget Organization 52 Expenditure Summary - By Program 54 Operating Budget History 55 •••••••••••••.••••••••• ••`••••••••••0••••••••• 0 at a) G — ,, H 4 : c : 7. The City of Tigard adopts and manages its budget by program. Each program City of Tigard, is an aggregation of budget units that are similar in nature or function. The Oregon City has established the following program structure: Program Department /Function Budget Unit Program Budget Community Services Police Administration Organization Operations Support Services Library Administration Readers' Services Technical Services Circulation Social Services/ Social Services/ Community Events Community Events Public Works Public Works Administration Parks and Grounds Sanitary Sewer Storm Sewer Street Maintenace Fleet Maintenance Property Management Water Development Services Community Development Administration Building Inspection Current Planning Long Range Planning Engineering Engineering Street Lights & Signals Policy & Administration City Administration Mayor and Council City Management Human Resources Network Services Risk Management Finance Administration Financial Operations Office Services Records 4"1/000 Jj Municipal Court General Government Non - Departmental City Attorney 52 • • • City of Tigard, In addition to the five operating programs, Debt Service, Capital • Oregon Improvements, Contingency, and Transfers are also considered separate • programs providing the following functions: •, Program • Debt Service includes appropriations for interest and principal on all types Budget of debt, i.e., general obligation, special assessment and short-term debt for • Organization construction projects. • Capital Improvements includes appropriations for all capital improvement • expenditures. Capital improvement projects are included in the long range • plan for City facilities and infrastructure. • Contingency includes allowance for unforeseen needs and reserves that have not been planned for in the current budget. • • • Transfers will be made between funds when the revenue is received in one • fund for an expense that occurs in another fund or when City functions have • more than one funding source. Another primary reason for transfers is for a • fund to pay for services provided by another fund. • The program budget organization detail, including identification of each related • budget unit and an explanation of the functions, activities, and performance • measures are described on the following pages. • • • • • S • • • • • • • • • • • • • • • • • 53 • City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000 /01 2001/02 2001/02 2001/02 Expenditure Community Services $7,170,379 $7,465,505 $8,718,384 $9,068,891 $9,065,313 $9,065,313 FTE Positions 96.52 101.70 106.33 105.70 105.70 105.70 Summary by Program Public Works 6,510,232 8,204,026 8,802,025 8,472,631 8,331,556 8,331,556 g FTE Positions 58.00 64.00 64.00 67.50 64.00 64.00 Development Services 3,386,743 3,419,278 3,719,914 4,093,075 4,113,075 4,113,075 FTE Positions 53.00 50.00 44.00 46.50 46.50 46.50 Policy and Administration 2,875,663 3,207,314 3,659,373 4,215,888 4,224,151 4,224,151 FTE Positions 34.00 36.50 39.55 44.60 44.60 44.60 General Government 344,372 281,697 50,000 25,000 25,000 25,000 FTE Positions 0.00 0.00 0.00 0.00 0.00 0.00 Total Operating Budget $20,287,389 $22,577,820 $24,949,696 $25,875,485 $25,759,095 $25,759,095 FTE Positions 241.52 252.20 253.88 264.30 260.80 260.80 Debt Service $6,850,522 $2,699,338 $4,131,082 $4,762,210 $4,762,210 $4,762,210 Capital Improvements 5,020,255 5,472,890 13,320,526 10,105,310 10,652,310 10,652,310 Transfers 0 180,000 776,500 8,518,262 8,489,078 8,489,078 Contingency 0 0 2,837,809 3,930,900 3,925,650 3,925,650 Total Expenditures - by Program $32,158,166 $30,930,048 $46,015,613 $53,192,167 $53,588,343 $53,588,343 EXPENDITURE SUMMARY - BY PROGRAM FY 2001 -02 ADOPTED BUDGET Community Contingency Services 16.92% Public Works Transfers 7.33% /� 15.55% 15.84% \ , Capital i Development . Improvements services 19.88% 1140 7.68% • Debt Service ( Policy and 8.89% General N- Administration Government 7.88 /o 0.05% I!I 54 Actual Actual Adopted Proposed Approved Adopted • City of Tigard,' Description 1998/99 1999/00 • 2000/01 2001/02 2001/02 2001/02 " Oregon Personal Services Positions 241.52 252.20 253.88 264.30 260.80 260.80 • Operating Budget Wages $9,581,552 $10,241,698 $11,382,969 $12,080,523 $12,005,274 $12,005,274" History Overtime 289,143 353,815 363,667 415,142 415,142 415,142 Behefits 2,808,275 3,070,130 3,558,402 4,112,611 4,102,085 4,102,085 • Total Personal Services $12,678,970 $13,665,643 $15,305,038 $16,608,276 $16,522,501 $16,522,501 Materials & Services " Water Costs $2,195,024 $3,118,428 $2,750,000 $2,656,000 $2,656,000 $2,656,000 Prof. & Contract Services 1,882,962 2,025,098 2,153,250 2,071,387 2,093,803 2,093,803 • Repair & Maintenance 731,370 811,267 859,799 805,364 802,184 802,184 Special Dept. Expense 192,023 221,419 300,381 299,914 317,638 317,638 • Small Tools & Equipment 21,288 22,600 110,423 ' 149,493 114,643 114,643 Office Supplies . 284,088 285,538 519,802 602,165 602,165 602,165 Advertising & Publicity 88,645 121,818 152,688 201,079 201,079 201,079 , a , Fees /Dues /Subscriptions 80,712 79,124 107,361 87,515 90,778 9.0,778 • t ' Travel & Training 146,715 158,175 252,790 272,890 272,890 272,890 Fuel Expenses 95,940 121,236 123,742 137,352 137,352 137,352 • Computer Software 88,522 123,237 73,562 103,154 103,154 103,154 Rents & Leases 59,834 53,332 104,160 141,562 141,562 141,562 Utilities 483,169 528,027 565,275 709,791 712,303 712,303 . Insurance 203,312 197,441 250,075 253,785 253,785 253,785 Library Materials . 1'96,208 212,178 215,250 231,013 231,013 231,013 Total Materials & Services $6,749,812 $8,078,918 $8,538,558 $8,722,464 $8,730,349 $8,730,349 Capital Outlay Land & Improvements 55,346 30,952 110,000 37,800 37,800 37,800 Building ,& Improvements 4,334 16,000 ' 185,900 0 . 0 0 • . - Vehicles 230,981 268,720 512,100 246,850 246,850 246 Office Furniture & Equipment 101,674 95,244 .8,500 . 13,795 13,795 . 13,795 . Computer Equipment 192,253 137,362 26,400 8,000 . 8,000 , - 8,000 - • . Operation Equipment 274,019 • 284,981 263,200 238,300 199,800 199,800 A lP r '�,, Total Capital Outlay $858,607 $833,259 $1,106,100 $544,745 $506,245 $506,245 • Total Operating Budget $20,287,389 $22,577,820 ,$24,949,696 $25,875,485 $25,-759,095 $25,759,095 ••••••••••••••••••• ••.•••.••••••••••• City of Tigard, Oregon Community Services Program Organizational Chart 56 Expenditure/FTE Summary 57 Police Organization Chart/FTE Summary 58 Police Administration 59 Operations 62 Support Services 65 Library Organization Chart /FTE Summary 69 Library Administration 70 Readers' Services 73 Technical Services 78 Circulation 81 Social Services /Community Events Social Services & Community Events 84 •••••••••••••• ••••••••••••••••••••••••••••••• 0 aA a> h. 4., 0 C, p COMM SERVICES , Police Library Social Services/ Community Events , . 56 • • • • The Community Services program consists of programs provided through the City of Tigard, Police Department and the Library and several Social Services and Community Oregon event grants made by the City. Police programs include traditional public • - safety efforts (patrol, enforcement, traffic safety, etc.), but also include work • Community with community groups to increase public safety awareness. Library programs • Services include circulation of a wide variety of print and other media materials and the • Program offering of programs designed to increase reading, computer skills, and lifelong • learning. Social Service and Community Event grants provide funding to a . variety of community organizations and groups that provide services to those in need in the community or which offer events that promote a greater sense of •• • community. • The budget for this program area is up about 4% from the FY 2000 -01 Adopted • Budget. The number of authorized positions is down slightly due, in part, to • the transfer of one position from the Police Department to the Network Ser- vices Division in the Policy and Administration program. The primary source of funding for this program area is the General Fund. • • • • • Actual Actual Adopted Proposed Approved Adopted • Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 # Positions 96.52 101.70 106.33 105.70 105.70 105.70 • Personal Services $5,588,104 $5,857,398 $6,703,480 $6,972,894 $6,987,116 $6,987,116 • Materials & Services 1,260,820 1,353,545 1,738,304 1,824,202 1,806,402 1,806,402 • Capital Outlay 321,455 254,562 276,600 271,795 271,795 271,795 • • Total Comm. Services - by Category $7,170,379 $7,465,505 $8,718,384 $9,068,891 $9,065,313 $9,065,313 • Budget by Department • Police $5,575,641 $5,768,196 $6,823,504 $6,991,922 $6,979,144 $6,979,144 • Library 1,498,545 1,582,109 1,776,820 1,951,619 1,965,719 1,965,719 Social Services/Community Events 96,193 115,200 118,060 125,350 120,450 120,450 Total Comm. Service - by Department $7,170,379 $7,465,505 $8,718,384 $9,068,891 $9,065,313 $9,065,313 • • Budget by Fund - • General Fund $7,170,379 $7,465,505 $8,718,384 $9,068,891 $9,065,313 $9,065,313 . • Total Comm. Services - by Fund $7,170,379 $7,465,505 $8,718,384 $9,068,891 $9,065,313 $9,065,313 • • • • • 4 • • • • • • 57 • City of Tigard, Oregon Police POLICE ;. Department Administration Operations Support Services Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 # Positions 69.00 72.00 76.33 75.50 75.50 75.50 Personal Services $4,395,580 $4,597,976 $5,256,734 $5,397,516 $5,411,738 $5,411,738 Materials & Services 897,360 933,982 1,290,170 1,331,606 . 1,304,606 1,304,606 Capital Outlay 282,701 236,238 276,600 262,800 262,800 262,800 Total Police - by Category $5,575,641 $5,768,196 $6,823,504 $6,991,922 $6,979,144 $6,979,144 Budget by Division Police Administration $263,966 $295,373 $311,827 $335,604 $335,866 $335,866 Operations 3,204,907 3,419,403 4,084,354 4,286,289 4,268,556 4,268,556 Support Services 2,106,768 2,053,420 2,427,323 2,370,029 2,374,722 2,374,722 Total Police - by Division $5,575,641 $5,768,196 $6,823,504 $6,991,922 $6,979,144 $6,979,144 Budget by Fund General Fund $5,575,641 $5,768,196 $6,823,504 $6,991,922 $6,979,144 $6,979,144 ` k Total Police - by Fund $5,575,641 $5,768,196 $6,823,504 $6,991,922 $6,979,144 $6,979,144 58 III III Program Results • City of Tigard, ♦ Improve communications in the • Oregon ♦ The Administration Division Department. • prevents and suppresses crime by providing crime prevention materials •Implement photo radar. • Police and programs to multi - family dwell- • ings, residents, and businesses. 2000 -01 Accomplishments: Administration • *The Administration Division *Traffic enforcement was imple- • decreases false alarms through alarm mented. • ordinance administration. *Remodeling of the Department has • Budget Unit: ♦ The Administration Division has been completed. 1110 increased police visibility with p olice *Business survey has been completed. • substations. Program Description • Close working relationship with • housing code enforcement. • The Enhanced Safety Properties Program Highlights (ESP) is a 3 -phase crime prevention g • program that makes multi - family units less susceptible to crime. This past year, the Department was • able to reassign the Traffic Unit, start a Police substations are extremely major community policing project with 0 beneficial for the police and the the downtown merchants, and establish • public, because officers remain in the our first Enhanced Safety Property • field longer and this provides quicker (ESP.). access to calls. •' The Citizens Academy for the year is • The Department responds to approxi- overbooked and very successful. The mately 100 alarms per month; about Department continues to add Neighbor- • 99% are false, resulting in a tremen- hood Watch areas and requests from • dous waste of resources. Increased the public for information continues to • tracking of problem areas and ordi- increase. nance enforcement will be empha- • sized. The Department had four summer • camps for DARE graduates and two The Public Information/Crime overnight sessions for the student • Prevention Officer presents numer- counselors and mentors. • ous crime prevention related pro- grams that are educational and crime The Department established a landlord • preventive in nature. An emphasis training group that meets monthly. • will be on adding six additional sessions. The Department has added a police • sub - station at Tigard High School. • 2001 -02 Goals and Objectives • An officer has been assigned to a *Formulate strategic plan for the community policing project and at- • Department. tends the Tigard Central Business • District Association meetings. • Increase Neighborhood Watch • participants. Elements of the Public Safety Section • in the Visioning Project are also ad- ♦ Increase Enhanced Security Proper- dressed with the ESP Program and the • - VI II ties locations. traffic enforcement issues identified in ' • the traffic and transportation section. • ♦ Accomplish accreditation of the Department • • 59 • WORKLOAD MEASURES City of Tigard, Oregon 1998/99 1999/00 2000/01 2001/02 Police Number of reported accidents 1,179 980 1,120 1,085 Administration Number of injury accidents 240 193 247 200 Number of traffic citations issued 7,653 6,086 5,500 10,000 Budget Unit: Number of permits issued N/A N/A 2,106 3,500 1110 Number of false alarms N/A 1,500 1,425 1,425 Number of neighborhood N/A N/A 75 79 watch groups Number of partnership agreements N/A N/A 21 42 Number of Part I and II reported crimes 4,989 5,188 5,400 5,484 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 Decrease in accidents ( %) N/A N/A 3% 3% Decrease in false alarms ( %) N/A N/A 5% 5% Increase in reported community issues ( %) N/A N/A 0% 3% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Chief of Police 1.00 1.00 1.00 1.00 Confidential Executive Assistant 1.00 1.00 1.00 1.00 Public Information/ /� Crime Prevention Officer 1.00 1.00 1.00 1.0 Total 3.00 3.00 3.00 3.00 60 • • • • • . City of Tigard, • Oregon • . Actual Actual Adopted Proposed Approved Adopted • Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Police • Administration • Personal Services • Positions 3.00 3.00 3.00 3.00 3.00 3.00 • • Wages $158,273 $160,989 $167,600 $172,272 $172,272 •$172,272 • Budget Unit: Overtime 9,494 9,295 9,000 11,046 11,046 11,046 • 1110 Benefits 50,613 51,804 54,560 64,605 64,867 64,867 • Total Personal Services $218,380 $222,088 $231,160 $247,923 $248,185 $248,185 • Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 21,028 23,324 25,000 32,500 32,500 32,500 • Repair & Maintenance 654 1,170 1,000 3,250 3,250 3,250 Special Dept. Expense 4,056 5,953 35,857 31,500 31,500 31,500 • Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 4,925 3,693 3,500 7,464 7,464 ' 7,464 Advertising & Publicity 0 0 0 0 0 0 • Fees /Dues /Subscriptions 611 733 . 730 820 , 820 820 • Travel & Training 4,984 5,110 6,000 - 7,250 ' 7,250 7,250 - Fuel Expenses 2,618 4,940 3,800 3,000 3,000 3,000 • Computer Software 0 0 0 0 0 0 • Rents & Leases 0 ,3,132 1,500 1,500 : 1,500 , 1,500 Utilities 332 231 580 397 397 397 • Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • Total Materials & Services $39,208 $48,286 $77,967 $87,681 $87,681 $87,681 • Capital Outlay • Land & Improvements $0 $0 - $0 $0 $0 - $0 • Building & Improvements 2,732 0 0 0 • • 0 0 Vehicles 0 24,999 0 0 0 0 • Office Furniture & Equipment 1,301 0 2,700 0 0 0 • • Computer Equipment 2,345 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $6,378 $24,999 $2,700 $0 $0 $0 • Total Budget Unit $263,966 $295,373 .$311,827 $335,604 $335,866 $335,866 6 • • • • • • 4 11,, . • • AmplotiliO, A • • • 61 Program Results: 2000 -01 Accomplishments City of Tigard, Oregon The Operations Division: • Maintained a 3.9- minute response time to priority I calls. Police • Solves community problems and ♦ Continued forming partnerships with forms community partnerships to the community to solve problems. Operations maximize crime - fighting efforts. *Targeted crime and traffic problems ♦ Provides rapid responses to and suppressed accidents and criminal priority I calls. activity. ♦ Prevents, deters, and suppresses ♦ Targeted gang - specific problems Budget Unit• crime. with tactical deployment at Washing- ' ton Square and other gang areas. 1120 Program Description ♦ Maintained a quick response to Crime Watch groups as a high priority. The Operations Division consists of . *Referred 90 juvenile offenders to three shifts operating 24 hours a day. Tigard Peer Court. The Division is the first responder to calls for service and emergencies. In Program Highlights addition, the Division is responsible for investigating misdemeanor and class C felony crimes. Each shift is This budget will enable the Division to managed by a Lieutenant who is maintain an acceptable level of assisted by two Sergeants. The day caseload per officer. It also includes .5 shift also has a Sergeant assigned to FTE for working the Photo Radar identify, address, and coordinate program. response to traffic problems and accidents. This Sergeant is in charge Regional development has caused of the motorcycle officers and night significant growth in daytime popula- shift traffic car. tions within the City of Tigard. The average daytime population at Wash- ington Square is over 50,000, thus 2001 -02 Goals and Objectives creating a service daytime population for the Police Department of over *Maintain responses to emergency 86,670, plus all the other regional retail calls of under four minutes and estab- growth. This growth also causes lish patrol case clearance statistics. significant traffic volume increases for *Continue with implementation of the Department to deal with. Problem Solving/Community Polic- The budget includes sustainment ing. training for Emergency Vehicle Opera - • *Target crime and traffic problems in tions which will help reduce the City's the community and deploy resources liability resulting from emergency to solve the targeted problems. response driving. *Target and suppress gang activity The budget also includes funds to and crime through enforcement, acquire two K -9's. Funds were bud education, and community involve- geted for purchase of two of these dogs ment. last year, but they were not purchased due to lack of employee contract ♦ Continue making requests from language to protect the City from /�,� I crime /utility watch groups a high FLSA claims. ` ^. f I I priority. *Refer juvenile offenders to the Tigard Peer Court. 62 • • WORKLOAD MEASURES • City of Tigard, • Oregon 1998/99 1999/00 2000/01 2001/02 • Number of community issues N/A N/A 29 58 . Police Number of community policing • Operations projects N/A N/A 12 24. • Number of partnership agreements N/A N/A 21 42 • • Number of calls for service 30,293 34,212 38,212. 39,000 • Budget Unit: Response time to priority I calls • 1120 (minutes) 2.72 3.60 3.91 4.00 • • Number of priority I calls N/A N/A 2,814 2,900 Number of officers per 1,000 population 1.53 1.51 1.51 1.52 • • Reported part I and II crimes 4,989 5,188 5,400 5,484 • Number of directed patrols N/A N/A 21 42 • • EFFECTIVENESS MEASURES • • 1998/99 1999/00 2000/01 2001 /02 • • Increase in reported community issues mediated (%) N/A N/A 5% 5% • • Decrease in repeat calls to community policing project ( %) N/A N/A 5% 5% • Increase of partnership agreements ( %) N/A N/A 5% 5% 0 Response time to priority I calls • (minutes) 2.72 3.60 3.91 <4.00 • • Change in part I and II reported • crime N/A 3.99% 4.08% (0.50 %) • FULL -TIME EQUIVALENT POSITIONS • 1998/99 1999/00 2000/01 2001/02 Captain 1.00 1.00 1.00 1.00 • Community Service Officer 2.00 2.00 2.00 2.00 0 Lieutenant 3.00 3.00 3.00 3.00 MicroComputer Technician 1.00 0.00 0.00 0.00 • Police Officer 30.00 31.00 33.50 34:50 • " 11 Sergeant 7.00 7.00 7.00. 7.00 • • Total 44.00 44.00 46.50 47.50 • • 63 • City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Police Operations Personal Services Positions 44.00 44.00 46.50 47.50 47.50 47.50 Wages $1,992,899 $2,149 $2,366,894 $2,437,217 $2,437,217 $2,437,217 Overtime 157,316 190,386 214,732 233,995 233,995 233,995 Benefits 608,416 622,294 722,095 802,089 811,356 811,356 Budget Unit: 1120 Total Personal Services $2,758,631 $2,961,845 $3,303,721 $3,473,301 $3,482,568 $3,482,568 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 23,955 29,613 253,630 160,725 160,725 160,725 ' Repair & Maintenance 87,001 83,916 93,650 102,290 102,290 102,290 Special Dept. Expense 70,560 78,413 91,198 96,211 96,211 96,211 Small Tools & Equipment 0 0 15,280 45,016 18,016 18,016 . ' Office Supplies 12,067 10,814 8,100. 11,864 11,864 11,864 , Advertising & Publicity 609 2,708 2,000 2,000 2,000 2,000 , • Fees /Dues /Subscriptions 1,194 629 2,080 2,170 2,170 2,170 Travel & Training 18,333 23,777 36,250 37,700 37,700 37,700 Fuel Expenses 40,471 47,595 46,920 44,540 44,540 44,540 Computer Software 2,426 0 0 0 0 0 Rents & Leases 0 0 0 48,000 48,000 48,000 Utilities 11,910 11,271 14,000 10,672 10,672 10,672 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $268,526 $288,736 $563,108 $561,188 $534,188 $534,188 . . Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 • Building & Improvements 0 16,000 0 0 0. 0 Vehicles 123,393 117,718 133,725 147,500 147,500 147,500 Office Furniture & Equipment 10,509 6,853 0 0 0 0 • Computer Equipment 4,683 0 0 0 0 0 Operation Equipment 39,165 28,251 83,800 104,300 104,300 104,300 Total Capital Outlay $177,750 $168,822 $217,525 $251,800 $251,800 $251,800 ' Total Budget Unit $3,204,907 $3,419,403 $4,084,354 $4,286,289 $4,268,556 $4,268,556 • 64 . • • Program Results ist will be transferred to the Network • City of Tigard, Services Division of City Administra- • Oregon ♦ Timely and thorough follow -up of tion to better coordinate with other • criminal investigations. ,City computer programs and to im- prove back -up and service to the Police *Timely and accurate records entry, Police Department. • Support filing and retrieval. • Services 2001 -02 Goals and Objectives • ♦ Timely and accurate processing of training requests and training records. Detective Unit • ♦ Continue enforcement and investi- Program Description gation with emphasis on gang and • Budget Unit: drug related criminal activity. • 1130 The Support Services Division con - sists of the Records Unit, Detectives *Focus on person crimes: homicide, • Unit, and Training. A Police Captain assault, rape, robbery, and child • is'the Support Services Commander. abuse. The Detective Unit is responsible for *Prioritize investigations in crimes • investigating all serious (A and B directed towards the elderly. 1 felonies) and investigations of narcot- ics and gang- related activity, as well ♦ Maintain high levels of clearance • as coordinating investigations with rates of crimes and recovered prop - other jurisdictions. School Resource erty. Officers are responsible for gang • intelligence and criminal investiga- Records Unit tions that arise with the Tigard School *Update and maintain standard D • istrict. The DARE and GREAT operating procedures manual for the • programs are aimed at helping young Records Section. people resist substance abuse and • gang activity. •Maintain the PPDS entry timelines. • • The Records Unit maintains Depart- ♦Insure state records retention sched- ment records and is responsible for ule rules are complied with. processing all records requests from Department personnel, outside agen- *Provide LEDS update training for • cies, other jurisdictions, and the Records Personnel.. • public. • *Receive additional computer train- The Training Officer is responsible for ing in Microsoft Word, Excel, and all training in the Police Department. other software programs. • The training unit coordinates training 1 from outside sources as well as pro- Training 0 vides in- service training for Police *Program and coordinate the in- personnel. service mandatory training program. • I ( The Department's Computer Special- *Draft bi- weekly briefing training • bulletins. • • • 65 • ♦ Conduct career development train- ♦ LEDS update training for all clerks City of Tigard, ing to prepare Department personnel has been accomplished. Oregon for the future. •PPDS update for all clerks has been *Design specialized training for accomplished. Police specific work groups. Support *Report data entry is being completed Services ♦ Conduct training needs assessment within 3 -4 days. Department -wide to reduce liability, and improve officer safety. ♦ Completed report writing manual to assist officers. 2000 -01 Accomplishments Budget Unit: *Records retention and destruction 1130 Detectives conducted in accordance with Oregon ♦ Successfully investigated and Administrative Rule (OAR) standards. cleared by arrest a five year old homicide as well as a homicide that Training: occurred this year, plus cleared nu- ♦ The training unit facilitated 4,720 merous robberies, and several rape hours of training during calendar year cases. 2000. This was accomplished without the full time staffing of the position. *Facilitated the clean-up of a local Staffing shortages prevented filling apartment complex that was a source the position with an officer. The of significant drug and disturbance result was a 34% reduction in the problems. amount of training conducted. *Developed intelligence on gang *Training requests were processed in related crime and activity. a timely manner, with detailed atten- tion paid to the cost of training and *Maintained high levels on clearance opportunities to reduce that cost. rates of serious crimes and recovery of property while dealing with an ever *Mandatory training was coordinated increasing workload and limited with the watch commanders to insure resources. that all employees received the re- quired training. ♦ Coordinated efforts with surround- ing jurisdictions for overall crime Program Highlights control efforts in the community. Support Services enhances apprehen- •Continued the School Resource sion and prosecution of offenders' Officer program in the school which through crime analysis, follow -up includes the DARE and GREAT investigations, evidence control, and programs. Also continued the Peer effective records retention and re- Court program. trieval. It insures that the workforce is properly trained and that work pro- Records Unit cesses are automated and streamlined Att �I *Records operating procedures as much as possible. manual is in place and an on -going process. 66 • • • City of Tigard, • Oregon WORKLOAD MEASURES • • 1998/99 1999/00 2000/01 2001/02 Police • Support Number of cases assigned for follow -up 421 425 500 440 • Services Number of cases cleared 248 255 238 264 Number of reports processed N/A N/A 9,000 9,200 Budget Unit: Number of training requests processed N/A N/A 100 105 1130 0 Number of classes sponsored N/A N/A 1 3 • • • • EFFECTIVENESS MEASURES 0 1998/99 1999/00 2000/01 2001/02 • • Assigned cases cleared ( %) N/A N/A >60% >60% • 0 Department staff rating training support as good or excellent ( %) N/A N/A >80% >85% 0 0 B FULL -TIME EQUIVALENT POSITIONS 0 0 1998/99 1999/00 2000/01 2001/02. ak Captain 1.00 1.00 1.00 1.00 Community Service Officer 1.00 1.00 1.00 1.00 • Detective Secretary 1.00 1.00 1.00 1.00 0 Lieutenant 1.00 1.00 1.00 1.00 • Microcomputer Support Technician 0.00 1.00 1.00 " 0.00 • Police Officer 10.00 11.00 11.83 10.00 0 Police Records Supervisor 1.00 1.00 1.00 1.00 Program Manager 0.00 0.00 0.00 1.00 Property/Evidence Clerk 1.00 1.00 1.00 2.00 Records Specialist 5.00 6.00 6.00 6.00 Sergeant 1.00 1.00 1.00. 1.00 0 o + Training Coordinator 0.00 0.00 1.00 0.00 : _. ■• Total 22.00 25.00 26.83 25.00 0 67 City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Police Support Personal Services Services Positions 22.00 25.00 26.83 25.00 25.00 25.00 Wages $1,051,007 $1,031,811 $1,281,432 $1,193,859 $1,193,859 $1,193,859 Overtime 57,049 75,546 70,035 80,042 80,042 80,042 Benefits 310,513 306,686 370,386 402,391 407,084 407,084 Total Personal Services $1,418,569 $1,414,043 $1,721,853 $1,676,292 $1,680,985 $1,680,985 Budget Unit: 1130 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 463,880 457,456 447,839 475,932 475,932 475,932 Repair & Maintenance 11,234 10,328 17,830 19,175 19,175 19,175 Special Dept. Expense 32,551 34,643 50,997 46,895 46,895 46,895 Small Tools & Equipment 0 0 10,928 16,480 16,480 16,480 Office Supplies 30,766 43,231 33,730 34,699 34,699 - 34,699 Advertising & Publicity 2,203 2,686 2,563 3,540 3,540. 3,540 , Fees /Dues /Subscriptions 742 1,095 1,155 1,115 ' 1,115 1,115 Travel & Training 13,897 16,175 33,545 40,807 40,807 40,807 Fuel Expenses 7,338 6,784 9,936 9,432 9,432 9,432 Computer Software 100 222 0 0 0 0 Rents & Leases 22,100 19,606 35,820 29,120 29,120 29,120 Utilities 4,815 4,734 4,752 5,542 5,542 5,542 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $589,626 $596,960 $649,095 $682,737 $682,737 $682,737 Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 22,839 56,375 0 0 0 Office Furniture & Equipment 24,014 6,909 ' 0 0 0 0 ' Computer Equipment 27,122 3,074 0 0 0 0 Operation Equipment 47,437 9,595 0 11,000 11,000 11,000 Total Capital Outlay $98,573 $42,417 $56,375 $11,000 $11,000 $11,000 Total Budget Unit $2,106,768 $2,053,420 $2,427,323 $2,370,029 $2,374,722 $2,374,722 A ' a ' �l /4401 I II. • 68 • • • City of Tigard, • Oregon • • Library • • - • LIBRARY • • • • . • Administration Technical • Services ' • • • Readers' • • Services Circulation le • • • • • Actual Actual • Adopted Proposed Approved Adopted • Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001102 • # Positions 27.52 ' 29.70 30.00 30:20 30.20 30.20 • Personal Services $1,192,524 $1,259,422 $1,446 ;746 $1,575,378 $1,575,378 $1,575,378 • Materials & Services 267,267 304,363 330,074 367,246 381346 381,346 • • Capital Outlay 38,754 18,324 0 8,995 8,995 8,995 • Total Library - by Category $1,498,545 $1,582,109 $1,776,820 $1,951,619 $1,965,719 $1,965,719 • B udget by Division • Library Administration $177,573 $194,294 - $203,109 $232,807 $232,807 $232,807 • -Reader's Services 665,475 725,250 754,074 866,326 880,426 880,426 5 Technical Services 268,192 254,831 334,633 266,296' 266,296 266,296 • Circulation 387,305 407,734 485,004 586,190 586.190 586,190 Total Library - by Division $1,498,545 $1,582,109 $1,776,820 $1,951,619 $1,965,719 $1,965,719 • A ' Budget by Fund • General Fund $1,498,545 $1,582,109 $1,776,820 • $1,951,619 $1,965,719 51,965,719 • ��,��l 4. `^ 1 Total Library - by Fund $1,498,545 $1,582,109 $1,776,820 $1,951,619 $1,965,719 $1,965,719 IIII . S • 69 City of Tigard, Program Results ♦ Continue to expand volunteer Oregon opportunities to contribute to Library ♦ The Library meets the information, services. educational, and cultural needs of the Library community. 2000 -01 Accomplishments Administration *The Library has space and funding *Established the New Tigard Library to provide adequate programs and Construction Committee to study the services to the community. options for a new library and make a recommendation to the City Council. Budget Unit: *The Tigard community has a high 1410 degree of awareness of Library pro- *Completed the Strategic Plan for the grams and services. Library. The activities for the first year of the plan were implemented. ♦ Internal and external customers receive accurate and timely service. *Established a foundation for the Library to assist in the ongoing Program Description fundraising efforts. The Tigard Public Library acquires, *Youth volunteering continued to organizes and provides materials, data increase at the Library. and services to meet the informa- tional, educational, cultural and ♦Implemented a major software recreational needs of the community. release to improve the Library's Online Public Access Catalog. The Library Director is responsible to the City Manager for the overall ♦ Revised the internal webpage to management and operation of the improve access to the Internet and Library. other electronic resources. 2001 -02 Goals and Objectives *Sponsored the 6th Annual Adult Reading Program with 200 adults *Work with the Library Foundation participating. to implement a capital campaign for a new library. *Volunteers performed over 40 different tasks ranging from shelving *Actively promote the Library's to teaching basic computer skills. programs and services through print and electronic media. Program Highlights *Begin the implementation of the The focus of the Library in activities outlined in the Five Year FY 2001 -02 will continue to be Strategic Plan. expanding services to Library patrons, *Continue to promote and provide increasing community outreach and access to new technologies. Library circulation, and moving /fi � � + forward with plans to build a new ♦ Continue to strengthen the relation- library building. ship with the school district. 70 • • • City of Tigard, •. Oregon WORKLOAD MEASURES • • Library 1998/99 1999/00 2000/01 2001/02 • Administration Population served 49,043 50,220 50,600 47,778 • Percent of population who have • library cards 74% 75% 76% 75% • Budget Unit: • 1410 Annual visits 245,165 232,000 240,120 325,000 • Number of volunteer hours per year 10,911 - 12,000 12,750 14,400 • • Value of volunteer hours $113,256 $127,680 $139,051 $150,000 • • • EFFECTIVENESS MEASURES • 1998/99 1999/00 2000/01 2001 /02 • t • Patrons who rate overall Library • ' service as good or excellent ( %) N/A ` N/A N/A 80% • • • Volunteers rating their experience at • the Library as satisfying ( %) N/A N/A N/A 85% • Staff rating volunteers as critical to • the success of the Library ( %) N/A N/A N/A 90% • • Strategic Plan service response areas • to which volunteers contribute N/A 3 - 3 4 • • • FULL -TIME EQUIVALENT POSITIONS ' • • 1998/99 1999/00 2000/01 2001/02 • Library Director 1.00 1.00 1.00 1.00 • Senior Administrative Specialist 1.00 1.00 1.00 1.00 Volunteer Coordinator 0.38 0.50 0.70 0.70 • • .' 1�' Total 2.38 2.50 2.70 2.70 • ma ANI.JI • • 71 • City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Library Administration Personal Services Positions 2.38 2.50 2.70 2.70 2.70 2.70 Wages $114,759 $119,009 $123,145 $140,448 $140,448 $140,448 Overtime 0 0 0 • 0 0 0 Budget Unit: Benefits 28,109 29,802 35,486 44,730 44,730 44,730 1410 Total Personal Services $142,868 $148,811 $158,631 $185,178 $185,178 $185,178 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 1,099 498 500 550 550 550 Repair & Maintenance 3,059 3,245 7,510 4,367 4,367 4,367 Special Dept. Expense 1,910 2,226 3,402 3,490 3,490 3,490 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 15,159 23,803 24,625 32,535 32,535 32,535 Advertising & Publicity 1,198 3,990 2,870 1,870 1,870 1,870 Fees /Dues /Subscriptions 2,317 1,661 2,159 1,925 1,925 1,925 Travel & Training 2,206 5,015 3,412 2,892 2,892 2,892 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 73 21 0 0 0 0 Insurance 0 0 0 0 0 0 Library Materials 22 0 0 0 0 0 • Total Materials & Services $27,043 $40,459 $44,478 $47,629 $47,629 $47,629 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 2,578 5,024 0 0 0 0 Computer Equipment 5,084 0 . 0 0 0 0 Operation Equipment 0 • 0 0 0 0 0 Total Capital Outlay $7,662 $5,024 $0 $0 $0 $0 Total Budget Unit $177,573 $194,294 $203,109 $232,807 $232,807 $232,807 - • • ,..47 r • 72 • • Program Results 2001 -02 Goals and Objectives • City of Tigard, • Oregon ♦patrons will receive accurate, *Develop new ways to promote • effective and personable reference Library resources and programs so all • • Library service. patrons, including those whose pri- mary language is not English, become Readers' more aware of Libr offerings. • Services *Patrons will have assistance in the basic use of Library materials in all ., and enhance the Library's formats, including electronic re- webpage. • sources. • Budget Unit: • Assess the Adult Fiction and Rive- • 1420 *Patrons will have access to materials nile Non - Fiction collections for range at the Library that reflect their needs of coverage to address patron demand. • and interests. - • *Expand resources 'in the Career and • *Patrons will have access to pro- Education collection by including • grams at the Library that address their materials in multiple formats. • interests. • • *Enhance computer resources for • *Patrons will find current resources and children, adding more educational services addressing their entrepreneur- software to build basic computer skills • ial interests, investments and the chang- on in -house computers. a ing business environment. • • Increase the number of programs for • adults that are offered through the . • Patrons will have access to an array year. • of resources and services that address • their career needs in a changing work • Establish links to financial resources • environment. on the Library's webpage. • • Program Description • Establish links to small business • management resources on the Library's webpage. • Readers' Services is responsible for ' - • selecting and managing all Library 2000 -01 Accomplishments ' ' • materials, providing professional • assistance using the Library collection • Increased, access to Reference - 0 and electronic resources, accessing Service by insuring that two or more 0 additional resources through interli- reference librarians are available • brary loan, and intergenerational during peak hours. • programming to enhance lifelong learning and recreational experiences. • • 16 " 1 41 I(' • • • 73 • ♦Increased the number of stations *Provided a variety of programs for City of Tigard, for Internet access. children and young adults to foster the Oregon use of the Library. *Provided computer instruction Library classes in Internet, basic computer Program Highlights Readers' skills and the use of the Library Services catalog. ♦Increase access to electronic re- sources. ♦ Increased Adult programming by introducing more workshops on a ♦ Continue to meet the needs of greater variety of topics. students by providing a Homework Budget Unit: Center staffed by tutors. 1420 ♦ Increased resources for non -En- glish speaking patrons and for pa- ♦ Increase access to recreational trons who preferred resources in reading, listening and viewing. languages other than English. *Add more computer skill and *Used funding from a national grant Internet classes to our programming. to promote adult reading clubs and "Meet the Author" evenings. •Use grant money to expand and enhance programming for adults; ♦ Served student needs with an after young adults and children. school Homework Center staffed by volunteer tutors. ♦ Increase resources for non - English speaking patrons. • Studied the Library's adult fiction by assessing circulation statistics in order to make our fiction collection more responsive to our reader needs and interests. ♦ Started a DVD collection in re- sponse to patron requests. *Used Regional Arts and Cultural Council Grant to host intergen- erational, culturally diverse pro- grams. ill‘ *Used a state Ready -to -Read grant to create a series of programs for /**00 Ii.k parents and caregivers. 74 • • • City of Tigard, • Oregon WORKLOAD MEASURES • • Library 1998/99 1999/00 2000/01 2001/02 • Readers' ' • • Services Population served 49,043 49,800 50 47 ■ Reference questions answered 43,264 41,000 40,000 37,000 w • Interlibrary loans 56,616 59,500 60,000 77,000 0 . Budget Unit: • 1420 Storytime programs 167 196 196 165 • H Storytime program attendance 4,766 5,684 5,684 4,700. • Children's special programs 46 46 46 45 • • . Children's special programs attendance 4,783 4,800 4,900 4,000 Outreach to schools and childcare 5,230 5,300 5,350 4,250. 0 • Participants in Summer Reading: 1,080 1,100 1,100 1,375 • Children 860 860 860. 1,100 0 Young adults 220 240 240 275 • 0 Young Adults Programs 105 105 105 95 • Young Adults Program attendance 1,022 1,100 1,200 1,700 0 0 Adult special programs 36 25 25 36 0 Adult special programs attendance 1,039 750 750 1,000 • Computer classes 130. 65 '65 200 • • Computer class attendance 340 340 340 .600 • • Internet use .19,078 22,000 25,000 42,000 ' • • A • "14 t • • • 0 75 0 City of Tigard, Oregon EFFECTIVENESS MEASURES Library 1998/99 1999/00 2000/01 2001/02 Readers' Services Patrons who rate reference service as good or excellent ( %) N/A N/A N/A 80% Computer users who rate the availability of interne computers as Budget Unit: good or excellent ( %) ` N/A N/A N/A 80% 1420 Computer users who rate the availability of word processing computers in the library as good or excellent ( %) N/A N/A N/A 80% People taking computer resource classes at the library who feel their skills improved as a result of that class N/A N/A N/A 80% Patrons surveyed who where satisfied with materials available at the library N/A N/A N/A 80% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Librarian 3.55 3.60 3.60 3.60 Library Assistant 1.00 0.50 0.50 0.50 Library Division Manager 1.00 1.00 0.00 1.00 Readers' Services Specialist 2.00 2.00 3.00 3.00 Senior Library Assistant 2.00 2.50 2.50 2.50 Total 9.55 9.60 9.60 10.60 A , __.. 76 • • • City of Tigard, • Oregon . - • Actual Actual Adopted Proposed Approved Adopted • Library Description 1998/99 1999/00 2000/01. 2001102 2001/02 2001102 • Readers' . •. Services Personal Services • Positions 9.55 9.60 9.60 10.60 10.60 10.60 .• Wages $348,598 $374,347 $393,068 $454,728 $454,728 $454,728 • • Overtime 746 73 0 0 0. . 0 Benefits 92,370 103,382 108,275 133,807 133,807 133,807 • Budget Unit: • . Total Personal Services $441,714 $477,802 $501,343 $588,535 $588,535 $588,535 . 1420 • Materials & Services • Water Costs $0 $0 $0 $0 $0 • $0 ' •. Prof. & Contract Services 3,511 8,578 10,050 9,102 . • 9,102 ' 9,102 • Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 8,282 9,217 • .9,010 - 8,312 22,412 22,412 • • Small Tools & Equipment 0 0 0. . 0 0 0 • Office Supplies 1,950 1,401 6,234 17,559 17,559 - 17,559 Advertising & Publicity 3,391 1,376 4,550 4,360 4,360 4,360 • . Fees /Dues /Subscriptions 1,708 1,604 1,997 1,862 1,862 1,862 • Travel & Training 3,686 4,396 ' 5,640 5,583 - 5,583 5,583 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 .196,186 211,435 - '215,250 231,013 231,013 231,013 . • Total Materials & Services $218,714 $238,007 $252,731 $277,791 • $291,891 $291,891 • 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 5,047 9,441 0 0 0 0 Computer Equipment 0 0 0 0 0• 0 • • Operation Equipment 0 0' 0 0 0 0 • Total Capital Outlay • $5,047 $9,441 $0 , ' $0 $0 ' $0 • Total Budget Unit $665,475 $725,250 $754,074 $866,326 . $880,426 $880,426 • • • • • A , . . • • ,. . , 46W . • . , • • - • • n • • Program Results network, significantly improving City of Tigard, system response time. Oregon ♦ Library materials are made available quickly and efficiently. ♦ Reduced turnaround time for popu- Library lar fiction and popular audio - visual Technical ♦ Library materials are easily acces- materials by reassigning cataloging Services sible through useful and accurate duties and priorities. cataloging and processing. ♦ Reallocated staffing to provide Program Description assistance for receiving orders, check - Budget Unit: ing in and processing magazines, 1430 The Technical Services Division processing new materials, and with - orders, receives, catalogs and pro- drawing materials. cesses library materials, maintains the Library's holdings information in the *Began using electronic ordering for county -wide shared catalog, and all orders placed through primary mends damaged materials. vendor, Ingram, resulting in higher discounts and shorter turnaround time 2001 -02 Goals and Objectives for ordering. ♦Reduce cataloging backlog to no ♦Centralized ordering of all print more than four weeks. materials. ♦Centralize ordering of new materials Program Highlights through the automated acquisitions system. The primary focus for Technical Services in FY 2001 -02 will be to *Decrease average number of days reduce the amount of time it takes to for placing orders by 25 %. order and process new materials so that materials get to patrons as quickly *Implement Polaris serials and/or as possible. Acquistions staff will standing order functions. also work to centralize the ordering of all materials in order to provide better *Document procedures and policies order tracking and to eliminate dupli- of Technical Services, including cate orders. Staff will also be partici- acquisitions, processing, and catalog- pating, along with several other ing. County libraries in the Washington County Cooperative Library Services 2000 -01 Accomplishments (WCCLS) in the automation of the periodicals check -in process through *Reduced the amount of time needed use of the Polaris serials subsystem. for cataloging new Library materials Cataloging staff will reclassify and 144°1°1111i by moving staff access to the Polaris relabel some of the existing materials automated library system to the public collections to make them easier to use. 78 III • WORKLOAD MEASURES' • City of Tigard, • Oregon 1998/99 1999/00 2000/01 2001/02 • • Library Orders placed N/A N/A 12,500 13,000 • Technical Orders received 10,811 11,473 11,500 13,000 • Services • New titles added to catalog N/A N/A 6,700 7,000 •. • New items added 13,854 16,698 16,600 16,000 r Budget Unit: (includes periodicals and donations) • 1430 • Materials withdrawn 10,298 11,000 11,500 13,000 • • • EFFECTIVENESS MEASURES . • • 1998/99 1999/00 2000/01 2001/02 • • Average number of days between • orders being submitted and • being placed N/A N/A 20 15 • • Average number of days between order • being received and item being • ready for circulation N/A N/A 65 30 • Staff rating services provided by • Technical Services as good or • excellent ( %) N/A N/A 82% 90% • • • • FULL -TIME EQUIVALENT POSITIONS • • 1998/99 1999/00 2000/01 2001 /02 • Librarian 0.00 1.00 1.00 0.00 • Library Assistant 1.00 1.00 0.00 1.20 , • Library Division Manager 0.00 0.00 1.00 0.00 • MicroComputer Support Assistant 0.50 0.50. 0.60. 0.00 ' Senior Library Assistant 1.00 2.00 3.00 2.00 • Technical Services Coordinator 2.00 1.00 1.00 1.00 • /�Vi �I Technical Services Specialist 1.00 1.00 0.00 1.00 • • Total 5.50 6.50 6.60 5.20 • • 79 • City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Library • Technical Personal Services Services Positions 5.50 6.50 6.60 5.20 5.20 5.20 Wages $178,451 $187,943 $241,453 $184,766 $184,766 $184,766 Overtime 544 18 0 0 0 0 Benefits 48,532 47,601 70,584 59,467 59,467 59,467 Budget Unit: Total Personal Services $227,527 $235,562 $312,037 $244,233 $244,233 $244,233 1430 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 - Prof. & Contract Services 3,134 5,085 5,127 5,958. 5,958 5,958 Repair & Maintenance 0 1,048 0 0 0 0 Special Dept. Expense 0 0 0 0 0 0 Small Tools & Equipment 0 0 0 105 105 105 Office Supplies 9,296 7,418 11,993 13,180 13,180 13,180 Advertising & Publicity 624 976 1,560 500 500 500 Fees /Dues /Subscriptions 76 195 405 360 360 360 Travel & Training 862 953 2,699 1,360 1,360 1,360 Fuel Expenses 0 0 0 0 0 0 Computer Software 1,170 0 750 500 500 500 Rents & Leases 0 0 0 0 0 0 Utilities 26 59 62 100 100 100 Insurance 0 0 0 0 0 0 Library Materials 0 743 0 0 0 0 Total Materials & Services $15,188 $16,477 $22,596 $22,063 $22,063 $22,063 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 761 2,792 0 0 0 0 Computer Equipment 24,716 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay $25,477 $2,792 $0 $0 $0 $0 ' Total Budget Unit $268,192 $254,831 $334,633 $266,296 $266,296 $266,296 m il i 111 1 80 • • Program Results ♦ Actively participate in promotion ,• City of Tigard, and implementation of Library pro- • Oregon *Patrons receive Library materials in grams. • a timely manner. • Library ♦ Implement improvements in check- Circulation *Patrons are self - sufficient in using in area to increase efficiency. • the Library. • ♦ Continue to work to retain Circula- , *Patrons are aware of Library tion staff through better training and Budget Unit: programs and activities enhanced shifts. • 1440 • Program Description 2000 -01 Accomplishments • • The Circulation Division of the ♦ Circulation staff continued to help • Library is responsible for checking implement improvements in the • items in and out, renewing and county -wide computer system • shelving all Library materials, col- (WILInet). . • lecting fines, issuing new Library • cards, reconciling patron records and ♦ Circulation staff was actively in- • answering general questions. Circu- volved in Library-wide efforts to lation staff track down and retrieve implement and promote Library • lost and missing items and maintain programs. • accurate patron records on WILInet, . the Library county -wide database. Program Highlights • The Circulation Desk is often the Customer service will continue to be • patron's first or last contact with the the focus of the Circulation staff. 0 Library staff. Strong customer Service will be enhanced through • service is a vital aspect of Circulation increased efficiency in work area • operations. Circulation staff promote layout and in use of updated equip - _ • Library programs verbally and by ment that increases productivity. A • distributing written materials. Circu- well - informed Circulation staff will • lation staff are often involved in provide friendly, courteous and timely • helping patrons learn how to use the service to Library patrons. • WILInet computers to place holds • and use the self - checkout machine. , • 2001 -02 Goals and Objectives • ♦ Continue to increase patron self- • _AVIV sufficiency by providing good self- S � ^'`'^� checkout service and staff support for -• learning how to use this machine. • • • 81 • a City of Tigard, WORKLOAD MEASURES Oregon 1998/99 1999/00 2000/01 2001/02 Library Materials checked out per year 577,108 625,000 670,000 655,000 Circulation Materials checked in per year 625,000 787,000 871,000 812,000 Materials checked out per week on self - checkout N/A N/A 1,600 1,260 Budget Unit: 1440 Materials shelved per week N/A 14,454 14,400 15,600 Library cards issued per week N/A 66 74 77 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01. 2001/02 0 Materials checked out on self checkout machine ( %) N/A N/A 4% 15% Materials returned to shelf in 24 hours ( %) N/A N/A 25% 30% New library cards entered into 0' computer error free ( %) N/A N/A 80% 85% Customers served at circulation - desk within 5 minutes ( %) N/A N/A 70% 73% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Circulation Supervisor 1.80 1.80 1.80 2.00 Library Assistant . 6.49 7.00 6.92 7.30 Library Division Manager 1.00 1.00 1.00 1.00 Senior Library Assistant 0.80 1.30 1.38 1.40 /� ( Total 10.09 11.10 11.10 11.70 0 82 40 • City of Tigard, • Oregon • Actual Actual Adopted Proposed Approved Adopted Library Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • Circulation Personal Services • Positions 10.09 11.10 11.10 11.70 11.70 11.70 • Wages $304,110 $314,352 $361,223 $428,053 $428,053 $428,053 • Overtime 96 12 800. 861 861 861 • 0 Budget Unit: Benefits 76,209 82,883 112,712 128,518 ,128,518 128,518 1440 • Total Personal Services $380,415 $397,247 $474,735 $557,432 $557,432 $557,432 • Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 363 957 865 690 690 690 ID Repair & Maintenance 42 0 0 0 0 0 e Special Dept. Expense 0 0 122 156 156 156 Small Tools & Equipment 0 0 0 0 0. 0 Office Supplies 334 339 2,480 2,165 2,165 2,165 - 0 Advertising & Publicity 331 3,509 2,340 2,540 2,540 2,540 , Fees /Dues /Subscriptions 0 0 100 150 150 150 • Travel & Training 5,252 4,615 4,362 3,586 3,586 3,586 • Fuel Expenses 0 0 0 0' - 0, 0 Computer Software 0 0 .0 0 0 0 • Rents & Leases 0 0 0 10,476 10,476 10,476 • 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 $6,322 $9,420 $10,269 $19,763 $19,763 $19,763 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 568 0 - 0 8,995 8,995 8,995 • Computer Equipment 0 0 0 0 0 0, • Operation Equipment 0 1,067 0 0 0 0 • Total Capital Outlay $568 $1,067 $0 $8,995 $8,995 $8,995 • Total Budget Unit $387,305 $407,734 $485,004 $586,190' $586,190 '$586,190 • ' • 41 • . S ' - i • A iot#,,,v . - -.r r • 0 83 • Each year, the City appropriates funds to support Social Service and Commu- City of Tigard, nity Event activities that assist or benefit Tigard Citizens. Community organi - Oregon zations are invited to submit requests in February of each year. A subcommit- tee of the Budget Committee meets to review Social Service requests and to Social recommend funding in the Proposed Budget. Community Event requests are proposed as submitted, for review by the Budget Committee and the Council Services and Actual Actual Adopted Proposed Approved Adopted Community 1998/99 1999100 2000/01 2001/02 2001/02 2001/02 Events American Red Cross (Transportation) $1,067 $1,000 $1,100 $1,100 $1,100 $1,100 ■ Christmas in April 0 3,000 2,500 , 3,000 3,000 3,000 • Good Neighbor Center 8,688 15,000 20,000 10,000 10,000 10,000 Loaves & Fishes - Senior Center 17,000 18,000 18,000 20,000 20,000 20,000 Luke Dorf Inc. 6,889 7,000 7,500 7,500 7,500 7,500 Neighborshare (CAO) 9,444 11,000 11,000 15,000 15,000 15,000 Rape Crisis Center 0 1,000 2,000 3,000 3,000 3,000 Budget Unit: Shelter - Domestic Violence Center 2,878 3,000 3,000 4,000 4,000 4,000 Tualatin Valley Centers 24,139 25,000 18,000 18,000 18,000 18,000 1500 Total Social Services $70,105 $84,000 $83,100 $81,600 $81,600 $81,600 Broadway Rose Theatre $8,244 $10,000 $10,000 $10,000 $10,000 $10,000 • Festival of Balloons 5,778 10,000 10,000 10,000 10,000 10,000 Fourth of July 4,500 7,500 7,500 7,500 7,500 7,500 Tigard Blast 0 0 0 10,000 5,000 5,000 • Tigard Country Daze 3,444 1,000 0 0 0 0 Tigard High Graduation Ceremony 500 500 500 500 500 500 Tigard 40th Birthday 0 0 0 2,000 2,000 2.000 Train Days 2,500 0 4,000 0 0 .0 ' Tualatin River Keepers 0 1,000 1,710 2,000 2,000 2,000 Tualatin Valley Community Band 1,122 1,200 1,250 1,750 1,850 1,850 Total Arts /Events $26,088 $31,200 $34,960 $43,750 $38,850 $38,850 Total Requests Granted $96,193 $115,200 $118,060 $125,350 $120,450. $120,450 The Budget Committee policy is to set total events and social service appro- - priations at .5% of the.prior years operating budget. The policy limit for FY 2001 -02 is $124,045. The Adopted Budget includes a total of $120,450. G 0 /„..A , _jilt O O • 0 84 ••••••••••••••••••••••••••••••••••••••••••••• cz 0 le 0 A E C 1 p V • • • • City of Tigard, • Oregon • Public Works Program • Organization Chart 85 $ • Expenditure /FTE Summary 86 • I • Public Works Administration 87 • • Parks & Grounds 90 • • Sanitary Sewer 93 • Storm Sewer 96 • • Street Maintenance 99 • • Fleet Maintenance 102 • Property Management 105 • • Water 108 • • • • • • • • • S • i ••••••••0••••••••0*.•••0••••••••••••0•••••••• 0 tu o 4 0,-. b 1 it U d O 0 4 6 Q v PUBLIC WORKS Administration - Fleet Maintenance Sanitary Sewer - Property Management Storm Sewer Parks and Grounds Street Water Maintenance 85 r • The Public Works program encompasses the Public Works Department. This • City of Tigard, program area includes the maintenance of the City's infrastructure (roads, 0 Oregon parks, grounds, and City buildings) as well as provision of water, sanitary . • sewer, and storm water services. The FY 2001 -02 budget includes funds to , Public Works enhance parks and grounds maintenance and improve the maintenance of the • City's water system. • Program • The budget for this program area is down about 5.3% from the FY 2000 -01 : il Adopted Budget. The budget decrease is due to reductions in the capital outlay • of the Sanitary and. Storm Sewer Divisions, the transfer of citywide telephone • costs formerly budgeted in the Property Management Division to the Network Services Division in the Policy and Administration program, and the transfer of • City facility CIP costs from the operating budget to the CIP budget. Overall • staffing levels are constant though some Divisions have reduced positions and • other Divisions have added positions.' In addition, the FY 2001 -02 budget • includes phases one and two of a three -phase reorganization of the Public • Works Department. This program area is funded from a variety of City funds related to each of the service areas within the program. '6 r Actual Actual Adopted Proposed Approved Adopted . Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • # Positions 58.00 64.00 64.00 67.50 64.00 . 64.00 • Personal Services $2,563,285 $3,044,816 $3,540,200 $3,830,352 $3,730,355 $3,730,355 • Materials & Services 3,596,208 4,802,728 4,464,525 4,382,129 4,379,551 4,379,551 • Capital Outlay 350,739 356,482 797,300 260,150 221,650 221,650 • • Total Public Works - by Category $6,510,232 $8,204,026 $8,802,025 $8,472,631 $8,331,556 $8,331,556 • Budget by Division Public Works Administration $259,990 $333,861 $383,639 $423,141 $459,180 $459,180 • Parks and Grounds 607,954 856,717 945,405 997,899 939,026 939,026 Sanitary Sewer 461,502 417,752 586,227 462,360 456,791 456,791 • Storm Sewer 361,370 438,371 579,115 458,891 452,530 452,530 Street Maintenance 778,461 914,821 1,126,563 1,127,109 976,701 976,701 Fleet Maintenance 133,166 164,373 197,839 218,278 235,712 235,712 • Property Management 372,570 406,247 751,160 555,350 590,235 - 590,235 Water 3,535,219 4,671,884 4,232,077 4,229,603 4,221,381 4,221,381 • Total Public Works - by Division $6,510,232 $8,204,026 $8,802,025 $8,472,631 $8,331,556 $8,331,556 • Budget by Fund • General Fund $1,646,405 $2,105,399 $2,455,607 $2,548,149 $2,374,907 $2,374,907 • Sanitary Sewer Fund 461,502 417,752 586,227 462,360 456,791 456,791 • Storm Sewer Fund 361,370 438,371 579,115 458,891 452,530 452,530 Water Fund 3,535,219 4,671,884 4,232,077 4,229,603 4,221,381 4,221,381 • Fleet/Property Management Fund 505,736 570,620 948,999 773,628 825,947 825,947 . A Total Public Works - by Fund $6,510,232 $8,204,026 , $8,802,025 $8,472,631 $8,331,556 $8,331,556 • __.. • • • 86 • • a 0 Program Results 2001 -02 Goals and Objectives City of Tigard, Oregon • Leadership and management are ♦ Provide staff support and resources to provided to the Public Works Depart- enable each division to meet its objec- Public ment in support of the City's strate- tives. Works gic plans /objectives. 0 Administration ♦ Oversee the preparation and imple- ♦ Citizen groups are trained under mentation of division budgets. the City's Emergency Management Plan to be self - sufficient for 72 hours •City's Emergency Management Plan Budget Unit: following an emergency. will include training of staff to effec- 2110 tively operate the Emergency Opera- ♦ City staff is trained to support the tions Center, as well as train citizen City's Emergency Operations Center. groups to be self - sufficient for 72 -hour emergency preparedness. Program Description 2000 -01 Accomplishments The Public Works Director is respon- sible to the City Manager for opera- *Provided support and resources, tion and supervision of all infrastruc- which enabled each division to meet its ture and maintenance activities, objectives. which includes the maintenance of vehicles and City facilities. ♦ Oversaw the preparation and imple- mentation of division budgets. Maintenance and operations of sanitary sewer and storm drainage Program Highlights systems are funded by the collection of sewer and storm drainage charges. *Actively participate in long term water supply source options, which Street maintenance is funded by a may include working with neighboring combination of State and County gas jurisdictions. taxes. *Train designated groups /organiza- Park maintenance is primarily funded tions with the City of Tigard on 72 by property taxes. hour emergency preparedness. Fleet and Building Maintenance activities are funded through a variety of revenue sources. : = 87 • • • 4 City of Tigard, Oregon WORKLOAD MEASURES • • Public 1998/99 1999/00 2000/01 2001/02 Works Administration Numer of city employees trained in 0 ' Emergency Management N/A N/A 50 25 0 Training sessions provided to e citizens in 72 hour preparedness N/A N/A 1 2 • Budget Unit: 2110 Volunteers used for major projects/ 0 events N/A N/A 4 4 • • • • EFFECTIVENESS MEASURES • 1998/99 1999/00 2000/01 2001/02 • • Number of employees certified in 0 Emergency Management N/A N/A 25 25 • is Number of citizens trained in 72 hour • preparedness N/A N/A 50 20 , Number of volunteer hours used by • the Public Works Department N/A N/A 1,500 2,000 • • • FULL -TIME EQUIVALENT POSITIONS 0 1998/99 1999/00 2000/01 2001/02 • Administrative Specialist I 1.00 1.00 1.00 1.00 • Administrative Specialist II 1.00 1.00 1.00 1.00 • Assistant Public Works Director 0.00 0.00 0.00 0.50 0 Confidential Executive Assistant 1.00 1.00 1.00 1.00 4, MicroComputer Support Technician 0.00 1.00 1.00 1.00 • Program Assistant 0.00 1.00 1.00 1.00 A Public Works Director 1.00 1.00 1.00 1.00 0 Total 4.00 6.00 6.00 6.50 ,� ititil 0 0 I at 88 0 . o . 0 0, City of Tigard, Oregon O Actual Actual Adopted Proposed Approved Adopted Public Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 O Works Administration Personal Services . Positions 4.00 6.00 6.00 6.00 6.50 6.50 Wages $166,832 $197,485 $244,881 $254,390 $282,430 $282,430 Overtime 3,042 4,710 0 2,055 2,055 2,055 Benefits 52,776 61,778 78,348 93,591 101,590 101,590 Budget Unit: Total Personal Services $222,650 $263,973 $323,229 $350,036 $386,075 $386,075 2110 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 10,520 9,337 19,565 25,585 25,585 25,585 Repair & Maintenance 2,166 4,213 2,000 1,700 1,700 1,700 Special Dept. Expense 1,535 2,117 14,500 14,750 14,750 14,750 Small Tools & Equipment 0 864 1,000 410 410 410 Office Supplies 12,392 10,825 9,000 10,500 10,500 10,500 Advertising & Publicity 631 559 425 350 350 350 Fees /Dues /Subscriptions 1,020 940 1,235 1,335 1,335 1,335 Travel & Training 2,528 12,991 9,845 16,725 16,725 16,725 Fuel Expenses 606 585 1,200 1,200 1,200 1,200 Computer Software 0 0 0 0 0 0 ' Rents & Leases 0 0 0 0 0 • 0 Utilities 620 461 1,640 550 550 550 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $32,018 $42,892 $60,410 $73,105 $73,105 $73,105 Capital Outlay Land & Improvements • $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 24,772 0 0 0 0 • Office Furniture & Equipment 1,966 2,224 0 0 0 0 Computer Equipment 2,651 0 0 0 0 0 Operation Equipment 705 0 0 0 0 0 • Total Capital Outlay $5,322 $26,996 $0 $0 $0 $0 • Total Budget Unit $259,990 $333,861 $383,639 $423,141 $459,180 $459, 1 80 ,4 I h 89 0 0 Program Results 2000 -01 Accomplishments 0 City of Tigard, V Oregon The Parks /Grounds Division is on a *Removed old play area and installed 0 maintenance and renovation schedule new play area in Jack Park. ill Parks & that is improving park facilities and Grounds grounds. Improvements to park *Finished initial phase of Northview 0 facilities have resulted in increased Park by installing swings. use. 0 *Harvested Summerlake twice to 5 Program Description remove aquatic weeds. 0 Budget Unit: 1600 Parks /Grounds is responsible for the *Renovated Cook Park Soccer fields installation, maintenance, renovation, three times to improve playing sur- and repair of all City parks, facility face. grounds, greenways, and paths. The 0 Parks Manager is directly responsible *Installed monitoring stations on the 0 for the Parks and Grounds program. new wetlands at Cook Park. 4 The Grounds Supervisor is respon- 0 sible for all parks /grounds mainte- *Finished hazardous tree evaluation 0 nance and reports directly to the Parks and removal of immediate hazards in Manager. all parks and trails. 0 2001 -02 Goals and Objectives *Installed fencing at Jack Park along O property and near creek for safety O . *Increase field availability. purposes. 0 * *Upgrade maintenance schedule of *Planted extensively in City parks to U park facilities and City properties. replace trees removed in the hazard- ous evaluation. O *Provide facilities for a clean and safe Balloon Festival. *Renovated parts of trails at Fanno Creek and Riverwood trail. *Expand the Urban Forestry program • including increased tree plantings and . *Installed temporary Dog Off Leash the hazardous tree evaluations. Park on Ash Street. `D *Use volunteers on City properties to Program Highlights augment existing staff and budget resources. Continue the expansion project at Cook Park and strive to increase *Continue the program to repair and efficiency, while enhancing mainte- upgrade the pedestrian paths. nance programs. '� ' � I *Continue implementation of Cook Park Master Plan and monitoring of . wetlands. 90 0 0 0 WORKLOAD MEASURES O City of Tigard, 1998/99 1999/00 2000/01 2001/02 U Oregon Number of pieces of playground equipment Parks & inspected/repaired weekly 8 8 8 10 Grounds Number of soccerfields renovated three times per year 3 3 5 5 Number of shelters that are cleaned daily and available for use 3 3 5 6 Budget Unit: Miles of pedestrian paths inspected 1600 and maintained weekly 8 8 8 9 Miles of soft trails renovated yearly 2 2 2 3 d Number of restrooms cleaned daily during season of use 14 14 14 26 Acres of park land 141 154 161 161 Acres of greenway 127 133 126 136 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 Playgrounds that meet ASTM standards ( %) N/A N/A 50% 67% Playable /available soccer fields ( (190 days = 100%) ( %) N/A N/A 75% 85% Playable /available baseball fields ( %) N/A N/A 75% 85% Park picnic shelters used daily during peak season ( %) N/A N/A 75% 75% Paths requiring replacement ( %) N/A N/A 15% 13% Soft trails renovated yearly ( %) N/A N/A 95% 100% Number of complaints regarding facilities N/A N/A 10 8 FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Grounds Supervisor 1.00 1.00 1.00 1.00 At. Park Manager 0.00 0.00 0.00 0.75 Property Division Manager 0.50 0.50 0.50 0.00 Senior Utility Worker 2.00 3.00 3.00 3.00 /� 'gip 1 Urban Forester 1.00 1.00 1.00 1.00 , 1 4 14: 1 Utility Worker II 4.00 4.00 ' 4.00 4.00 Total 8.50 9.50 9.50 9.75 91 a • • City of Tigard, Oregon 0 Actual Actual Adopted Proposed Approved Adopted • • Parks & Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Grounds Personal Services Positions 8.50 9.50 9.50 10.50 9.75 9.75 • • Wages $290,515 $365,737 $416,501 $449,149 $424,977 $424,977 Overtime 3,448 6,951 8,000 8,220 8,220 8,220 41 Budget Unit:, Benefits 86,593 116,664 137,157 166,162 158,539 158,539 • .1600 Total Personal Services $380,556 $489,352 $561,658 $623,531 $591,736 $591,736 • Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 40 Prof. & Contract Services 36,961 136,576 31,873 44,924 44,924 44,924 Repair &Maintenance 90,467 90,193 120,930 103,525 103,525 103,525 Special Dept. Expense 5,913 3,875 4,420 7,500 7,500 7,500 • Small Tools & Equipment 815 1,978 12,230 12,484 12,484 12,484 • Office Supplies 109 738 3,584 500 500 500 Advertising &Publicity 5,815 2,383 1,600 1,600 1,600 • 1,600 • Fees /Dues /Subscriptions 1,567 1,378 2,175 2,070 2,070 2,070 Travel & Training 3,892 4,749 6,485 7,675 7,675 • 7,675 • Fuel Expenses 7,910 7,824 13,250 13,250 13,250 13,250, • Computer Software 0 598 0 0 " 0 0 Rents & Leases 2,053 4,811 5,000 2,000 2,000 2,000 Utilities 210 310 0 33,340. 6,262 6,262 • Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • • Total Materials & Services $155,712 $255,413 $201,547 $228,868 $201,790 $201,790 Capital Outlay Land & Improvements $0 $600 $90,000 $31,500 $31,500' $31,500 Building & Improvements 0 0 0 0 0 0" Vehicles 17,807 38,405 0 40,000 40,000 40,000 41 Office Furniture & Equipment 0 0 0 0 0 , .0 • Computer Equipment 1,689 0 0 0 0 0 Operation Equipment 52,190 72,947 92,200 74,000 74,000 74,000 • Total Capital Outlay $71,686 $111,952 $182,200 $145,500 $145,500 $145,500 • • Total Budget Unit $607,954 $856,717 $945,405 $997,899 $939,026 $939,026 • • • • • • • ,L AIL - • • . is • 92 • O 0 Program Results 2000 -01 Accomplishments O City of Tigard, Q Oregon Tigard provides a safe and reliable The Sanitary Sewer section has met its 0 wastewater system that meets or annual goals in accordance with Clean Sanitary exceeds all regulatory standards. Water Services recommended stan- Sewer dards: Program Description *Line cleaning — 51 miles of pipe. The Sanitary Sewer section manages Budget Unit: the wastewater collection system *Video inspection - 22 miles of pipe. 2120 within the city limits of Tigard. This Section provides a wide range of *Utility locates — performed 4,516 services such as utility locating, line locates. cleaning, video inspection, line repair and other programs in accordance, *Off-road manholes — brushed and • with best management practices and posted 258 manholes. programs that are established by Clean Water Services (formerly *Replacement of 1989 combination Unified Sewerage Agency), a county- sewer cleaner. wide sewer authority. Program Highlights 2001 -02 Goals and Objectives Continue to manage the City's waste- , *Maintenance programs are per- water system in order to provide a safe formed in accordance with Clean and reliable wastewater system that Water Services recommended stan- meets or exceeds all regulatory stan- dards. dards. *Maintain an accurate mapping and database management system. ♦ Make a decision regarding imple- mentation of proposed Clean Water Services, Service Area Contract. alaygAr 441 A, Tilnol 93 • • City of Tigard, • Oregon WORKLOAD MEASURES • • Sanitary 1998/99 1999/00 2000/01 2001/02 • Sewer Sewer lines cleaned annually 327,699 497,790 240,000 245,000 • (footage) r • Sewer lines inspected annually • (footage) 117,479 153,406 104,000 105,000 • Budget Unit: 2120 Manholes sealed annually 0 0 10 10 • • Off -road manholes lowered to grade N/A N/A 5 5 • • 0 EFFECTIVENESS MEASURES • 1998/99 1999/00 2000/01 2001/02 • Percent of sanitary collector system • cleaned each year 45% 69% 34% 34% • Percent of sanitary collector system • video inspected each year 14% 21% . 15% 15% • • Number of blockages related to lack • of maintenance N/A N/A 2 1 • Percent of internal and external • customer requests responded to • within 24 hours N/A N/A 75% 80% • FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Field Operations Manager 0.00 0.00 0.00 .05 Senior Utility Worker 2.00 2.00 2.00 2.00 A Utility Division Manager 0.25 0.25 0:25 0.13 Utility Worker I 0.00 1.00 1.00 1.00 Utility Worker II 4.25 3.25 3.25 3.25 A I i 1 Wastewater Operations Supervisor 0.50 0.50 0.50 0.50 • Total 7.00 7.00 7.00 6.93 • • 94 0 a a Q City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Q Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Sanitary Sewer 4 Personal Services , O Positions 7.00 7.00 7.00 7.00 6.93 6.93 Wages $272,793 $240,230 $271,899 $272,620 $268,213 $268,213 Overtime 3,171 2,275 4,400 3,083 3,083 3,083 Budget Unit: Benefits 90,422 92,941 99,953 104,122 102,960 102,960 2120 Total Personal Services $366,386 $335,446 $376,252 $379,825 $374,256 $374,256 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 3,851 20,205 12,175 15,120 15,120 15,120 Repair & Maintenance 25,493 20,298 34,120 33,750 33,750 33,750 Special Dept. Expense 3,520 3,373 2,380 3,000 3,000 3,000 Small Tools & Equipment 3,939 4,822 11,575 9,505 9,505 9,505 Office Supplies 793 562 450 1,400 1,400 1,400 Advertising & Publicity 58 39 1,000 700 700 700 Fees /Dues /Subscriptions 438 286 785 720 720 720 Travel & Training 1,622 1,725 2,740 4,240 4,240 4,240 Fuel Expenses 4,549 6,264 4,000 10,000 10,000 10,000 Computer Software 0 0 0 0 0 0 Rents & Leases 0 214 750 750 750 750 • Utilities 0 0 0 100 100 100 Insurance 1,309 135 1,000 1,000 1,000 1,000 Library Materials 0 0 0 0 0 0 Total Materials & Services $45,572 $57,923 $70,975 $80,285 $80,285 $80,285 Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles • 0 22,155 136,000 0 0 0 Office Furniture & Equipment 712 0 0 0 0 0 Computer Equipment 845 0 0 0 0 0 Operation Equipment 47,987 2,228 3,000 2,250 2,250 2,250 Total Capital Outlay $49,544 $24,383 $139,000 $2,250 $2,250 $2,250 Total Budget Unit $461,502 $417,752 $586,227 $462,360 $456,791 $456,791 r • __ X2.1 95 • City of Tigard, Program Results • Oregon ♦ Analyze and recommend options Tigard provides a safe and reliable regarding handling and disposal of Storm storm water system that meets or storm line cleaning debris. Sewer exceeds all regulatory standards. • • Program Description 2000 -01 Accomplishments • The Storm Sewer section manages The Storm Sewer section continues to 0 Budget Unit: the storm water system within the meet its annual goals in accordance Y g • 2130 city limits of Tigard. This Section with Clean Water Services recom- provides many of the same services mended standards. • as the Sanitary Sewer section and • other ro ams such as , water uali ♦ Water ualit Facili Maintenance P � 4 quality Quality tY facility maintenance, leaf pickup/ — 29 WQF's maintained seven times • removal, ditching and stream mainte- per year. • nance. All of these programs are in • accordance with best management *Leaf pickup /removal — 480 hours, 33 practices and programs that are yards of leaves removed from catch established by Clean Water Services basin grates. (formerly Unified Sewerage Agency •. USA), a county -wide sewer author- *Ditching — surveyed entire City, • ity. 4,500 feet excavated. • • 2001 -02 Goals and Objectives *Adopt-a- Stream — 5 projects, 87 " • volunteers, 1.5 miles of stream bank • ♦ Enhance the Adopt -a- Stream maintained, 60 yards of green debris • program to include stream plantings, removed, 139 trees and shrubs planted. • fish passage and expanded volunteer • opportunities. Program Highlights . • • *Maintain an accurate mapping and Continue to manage the City's storm database management system. water system in order t� provide a safe • • and reliable storm system that meets or *Make decisions regarding imple- exceeds all regulatory standards. mentation of proposed Clean Water • Services, Service Area Contract. • • .t • • • • 96 • 0 0 0 O City of Tigard, WORKLOAD MEASURES Oregon 1998/99 1999/00 2000/01 2001/02 Storm Sewer Storm lines video inspected annually (footage) 91,722 90,367 64,000 65,000 0 Storm lines cleaned annually 130,246 212,909 150,000 155,000 (footage) Budget Unit: O 2130 Catch basins cleaned annually 3,575 3,551 3,200 3,300 Water quality manholes cleaned twice annually N/A N/A 20 23 Water quality facilities maintained 24 29 33 35 C EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 Percent of the surface water system cleaned every year 28% 16% 13% 13% Percent of surface water systems video inspected every year 29% 38% 25% 25% Percent of internal and external customers responded to within 24 hours N/A N/A 75% 80% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Field Operations Manager 0.00 0.00 0.00 0.05 Senior Utility Worker 1.00 1.00 1.00 1.00 Utility Division Manager 0.25 0.25 0.25 0.12 U tility Worker II 5.25 5.25 5.25 5.25 Wastewater Operations Supervisor 0.50 0.50 0.50 0.50 I. a ,L�1� : Total 7.00 7.00 7.00 6.92 97 • • e • City of Tigard, Oregon . Actual Actual . Adopted Proposed Approved Adopted • Storm Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • Sewer • Personal Services Positions 7.00 7.00 . 7.00 7.00 6.92 . 6.92 '. 0 Wages $164,108 $247,917 $252,874 $260,426 $255,390 $255,390 • Overtime 1,207 2,190 5,600 3,776 3,776" 3,776 S Budget Unit: Benefits 46,627 76,792 90,431 103,488 102,163 • 102,163 2130 • Total Personal Services $211,942 $326,899 $348,905 $367,690 $361,329 $361,329 Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 5,645 37,478 8,230 12,255 12,255 12,255 Repair & Maintenance 62,830 51,609 54,420 45,850 45,850 45,850 • Special Dept. Expense 4,745 ' 2,908 3,340 2,480 2,480 2,480 ., Small Tools & Equipment 3,386 5,938 14,975 9,100 9,100 9,100 ' • Office Supplies 632 354 550 1,500 1,500 1,500 Advertising & Publicity 1,084 0 100 700 700 . 700 • Fees /Dues /Subscriptions 689 95 550 210 210 210 Travel & Training 1,088 1,394 2,545 3,060 3,060 3,060 Fuel Expenses 2,854 6,922 4,000 10,000 10,000 10,000 • • Computer Software 0 0 0 0 . 0 0 Rents & Leases 2,719 . 1,388 1,500 2,796 . 2,796 2,796 • • Utilities 0 0 0 0 0 0 • • Insurance 1,001 1,187 1,000 1,000 1,000 1,000 Library Materials 0 0 ' 0 0 .0 0 • • Total Materials & Services $86,673 $109,273 $91,210 $88,951 • $88,951 $88,951 Capital Outlay Land & Improvements $1,206 $0 $0 $0 $0 $0 Building & Improvements 0 0- 0 0 0 0 • Vehicles • 0 0 136,000 0 0" • 0 • Office "Furniture & Equipment 712 0 0 0 0 0 Computer Equipment 845 0 0 0 0 0 • Operation Equipment 59,992 ' 2,199 3,000 2,250 2,250 2,250 ' • Total Capital Outlay $62,755 $2,199 $139,000 . $2,250 . $2,250 $2,250 • • Total Budget Unit $361,370 $438,371. $579,115 $458,891 $452,530 $452,530 • • • • • r 5 i 4 . • ��(� r • • 98 0 U Program Results ♦ Continue to install hot plastic on the 5-year cycle of street marking. O City of Tigard, y y g• Oregon Tigard has a safe and reliable street system. ♦ Continue to install speed humps as Q Street per Council goal. Maintenance Program Description 2000 -01 Accomplishments The Street Division's primary func - tions are installation and maintenance ♦Inspected and repaired 130 end of Budget Unit: of streets and traffic signs; installation road and roadside barricades. 2140 and maintenance of guardrails and barricades; crack sealing and patching *Performed 60 dig -out repairs. streets, grading and maintenance of rock streets and road shoulders; •Crack sealed 210,000 lineal feet of maintenance of off - street bicycle cracks on City streets. paths; installation and maintenance of street markings and speed humps; and *Trimmed street trees and trees tree trimming and streetlight clear- around streetlights to provide im- ance. This Unit also administers the proved vision clearance and safety. contract for street sweeping services. This is the third year in the three -year The Street Supervisor reports to the cycle. Property Manager/Field Operations Manager who is responsible for the ♦ Completed four complete cycles of Street program. roadside mowing. 2001 -02 Goals and Objectives ♦Installed 13 speed humps per Coun- cil goal. *Perform 60 dig out repairs. ♦Installed or repaired 1,000 street •Crack seal 180,000 lineal feet of signs. cracks on City streets. ♦ Cut the cost of signs by an average ♦ Continue to trim street trees and 14% (or $13.00 per sign) by recycling trees around streetlights to provide sign material and using a new, more improved visual clearance and vehicle efficient sign machine. safety. Program Highlights *Perform roadside mowing. Continue to hold the cost of all street ♦ Complete the data collection for the maintenance down while maintaining Hansen Maintenance Management a high standard of maintenance on all f - -1 System. City streets. 99 • • • City of Tigard, • Oregon WORKLOAD MEASURES • • 1998/99 1999/00 2000/01 2001/02 • Street Maintenance Crack sealing completed annually 104,025 122,692 150,000 180,000 • (footage) Lane miles maintained in the • • Budget Unit: performance of street tree 2140 trimming program N/A N/A 262 268 • • • • EFFECTIVENESS MEASURES • • 1998/99 1999/00 2000/01 2001/02 e Streets being maintained at City • maintenance standards ( %) N/A N/A 33 % 34% • Major collectors maintained at an • increased level as set by Council ( %) N/A N/A 33% 34% • • • FULL -TIME EQUIVALENT POSITIONS • • 1998/99 1999/00 2000/01 2001/02 Field Operations Manager 0.00 0.00 0.00 0.10 ' • Property Division Manager 0.50 ' - 0.50 0.50 0.25 • Streets Supervisor 1.00 1.00 1.00 1.00 • Senior Utility Worker '3.00 . ' 3:00 4.00 ' 3.00 • Utility Worker II 6.00 ' 7.00 ' 6M0 5.00 Total 10.50 11.50 11.50 ' 9.35 • • •. • • • --J • • • • 100 0 O City of Tigard, O Oregon O Actual Actual Adopted Proposed Approved Adopted Street Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Maintenance Personal Services Positions 10.50 11.50 11.50 12.50 9.35 9.35 Wages $377,606 $423,110 $518,372 $540,414 $441,290 $441,290 Overtime 7,710 6,853 8,000 8,220 8,220 8,220 0 Budget Unit: Benefits 117,426 141,834 171,499 194.103 166,409 166,409 2140 Total Personal Services $502,742 $571,797 $697,871 $742,737 $615,919 $615,919 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 107,149 109,500 153,496 150,125 177,441 177,441 Repair & Maintenance 132,264 142,328 153,412 146,297 143,117 143,117 Special Dept. Expense 5,482 5,141 4,970 5,351 3,975 3,975 Small Tools & Equipment 935 1,771 9,810 11,735 3,885 3,885 Office Supplies 56 304 3,184 500 500 _ 500 Advertising & Publicity 1,083 1,966 1,600 1,200 1,200 1,200 Fees /Dues /Subscriptions 340 434 360 360 360 360 Travel & Training 3,165 2,787 4,860 4,704 4,704 4,704 Fuel Expenses 8,142 14,217 9,000 17,000 17,000 17,000 Computer Software 0 0 0 0 0 0 Rents & Leases 7,717 11,266 11,300 1,500 1,500 1,500 Utilities 112 46 0 100 100 100 Insurance 0 0 1,000 1,000 1,000 1,000 Library Materials 0 0 0 0 0 0 Total Materials & Services $266,445 $289,760 $352,992 $339,872 $354,782 $354,782 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 0 365 0 0 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 9,274 52,899 75,700 44,500 6,000 6,000 Total Capital Outlay $9,274 $53,264 $75,700 $44,500 $6,000 $6,000 Total Budget Unit $778,461 $914,821 $1,126,563 $1,127,109 $976,701 $976,701 4 1 11 . li z 101 • • • Program Results City of Tigard, b' 2000 -01 Accomplishments • Oregon • The City of Tigard has a safe and reliable fleet of vehicles and equip- *Increased use of State and other • Fleet ment. governmental contracts. • Maintenance ♦ • 88% of vehicle repairs completed by Program Description City staff. • • The Fleet Maintenance Division repairs and maintains all City ve- Program Highlights • Budget Unit: p ty • 2150 hides and equipment to industry standards. Fleet Maintenance continues to . provide a high level of service, tailored to each • In FY 2001 -02, the City will consoli- division it serves, with emphasis on date five general -use vehicles under timeliness and quality work. • • Fleet Management to create a motor pool. Previously, general -use cars were assigned to specific depart- • ments, leading to over and under use • of specific vehicles. Creating a • general -use vehicle pool will allow • more efficient use of these resources. • Specific use vehicles (i.e., police, public works, inspector, etc.) will • continue to be assigned to specific • departments. • 2001 -02 Goals and Objectives • *Continue to refine the Hansen S • database for accurate reports and statistics. • • ♦ Create a vehicle rotation and • replacement schedule for • FY 2002 -03. • *Reduce parts inventory by 10 %. • • ♦ Organize shop equipment and • supplies to increase floor space. . • ♦ Create a general -use vehicle pool. • __.. •, • • • 102 • 0 0 O City of Tigard, Oregon WORKLOAD MEASURES O Fleet 1998/99 1999/00 2000/01 2001/02 Maintenance Total number of rolling stock 122 118 130 134 0 Number of Public Works vehicles 57 57 68 70 0 Budget Unit: Number of Police vehicles 44 40 47 48 2150 Number of other City vehicles 21 21 15 16 0 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 Repairs completed in -house ( %) N/A N/A 88% 88% Repairs by vendors ( %) N/A N/A 12% 12% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Field Operations Manager 0.00 0.00 0.00 0.10 Fleet Serv./Facilities Coord. 0.50 1.00 1.00 1.00 Mechanic 2.00 2.00 2.00 2.00 Property Division Manager 0.00 0.00 0.00 0.1 Total 2.50 3.00 3.00 3.22 44 103 • • • • City of Tigard, • Oregon •• Actual Actual ' Adopted Proposed Approved Adopted • Fleet Description 1998/99 1999/00 2000/01 2001/02 • 2001/02 2001/02 • Maintenance •Personal Services , Positions 2.50 3.00 3.00 3.00 3.22 3.22 • Wages $85,440 $108,016 $125,996 $131,343 $145,193 $145,193 • Overtime 1,739 994 1,000 1,028 1,028 1,028 , • Budget Unit: Benefits 28,550 36,775 41,988 44,225 47,809 47,809 • 2150 • Total Personal Services $115,729 $145,785 $168,984 $176,596 $194,030 $194,030 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 3,220 4,323 8,201 6,157 6,157 6,157 • Repair & Maintenance 9,018 9,418 8,100 9,405 9,405 9,405 Special Dept. Expense 832 587 930 ' 930 930 930 . • Small Tools & Equipment 897 0 2,600 ' 2,000 2,000 2,000 Office Supplies 28 24 1,784 100 100 100 • Advertising & Publicity 425 0 0 0 0 0 • Fees /Dues /Subscriptions 45 331 100 0 0 • 0 . Travel & Training 520 550 1,775 1,000 1,000 1,000 • Fuel Expenses 277 978 1,965 ..2,090 2,090 2,090 • 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 $15,262. $16,211 $25,455 $21,682 $21,682 $21,682 • • Capital Outlay . Land & Improvements • $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 3,400 0 0. 0 - • Vehicles 0 0 0 20,000 20,000 20,000. • • Office Furniture & Equipment 0 0 0 0 0 . 0 Computer Equipment 0 0 .0 0 0 0 • Operation Equipment 2,175 2,377 0 0 0 0 • . • Total Capital Outlay $2,175 $2,377 $3,400 ' $20,000 $20,000 $20,000 . • . Total Budget Unit $133,166 $164,373 $197,839 $218,278 $235,712 $235,712 • • • • • • . O. . • , A __.. • • 104 • 0 0 O Program Results 2000 -01 Accomplishments 0 City of Tigard, O Oregon Provide clean, safe, well- maintained ♦ Consolidated monitoring, mainte- facilities to create the optimum work- nance and repair services contract for Property ing environment for City employees portable fire extinguishers, fire sprin- O and to preserve the citizens' invest- kler, fire alarm, closed circuit televi- 0 Management ment in the facilities that have been sion, building access control, security O provided. systems, and medical kit refill services O into one contract with one vendor. Program Description O Budget Unit: ♦Initiated HVAC unit replacement 0 2160 The Property Management Division is program. Police HVAC modification O responsible for the cleaning, mainte- is in progress (construction in April - nance and repair of all City facilities. July 2001). The Division administers the janitorial contract for cleaning of City facilities. *Implemented approved ADA up- grades to facilities (e.g., one ADA- 2001-02 Goals and Objectives compliant stall was added to Public Works women's restroom). ♦ Continue HVAC unit replacement program, by replacing units in the *Replaced roofing at the Niche Niche building. Building. *Continue ADA upgrades program. *Replaced" carpet at the Senior Center (public restrooms in the Water Build- Building. ing) *Responded to Requests for Action ♦ Continue duct work cleaning pro- within two working days of submittal. gram by cleaning ducts in the Police Department. ♦ Developed facility maintenance schedules that improved labor effi- ♦Develop an equipment change -out ciency and reduced cost. program (space & water heaters, appliances, etc.). Program Highlights *Develop an energy efficient lighting Implementation of HVAC Replace - change out program. ment Program, Energy Conservation Improvements Program, continuation *Develop seismic upgrades program of ADA upgrades and duct work (Police, City Hall, Library and Senior cleaning to provide an enhanced work Center). environment for City employees and preservation of citizen investments. 7irt 4 ♦Replace carpet at Water Building I (auditorium, lunch and conference rooms). 105 o • • City of Tigard, • Oregon WORKLOAD MEASURES 0 Property 1998/99 1999/00 2000/01 2001/02 , Management Facilities participating in an energy efficient lighting program N/A N/A 4 V 12 . . 0 HVAC replacement N/A N/A 1 1 0 Budget Unit: • 2160 ADA facility upgrades N/A N/A 1 1 • • • • EFFECTIVNESS MEASURES • • 1998/99 1999/00 2000/01 2001/02 ■ • Facilities meeting ADA standards ( %) N/A N/A 20% 40% 0 Reduction in energy consumption ( %) N/A N/A 3% 3% • • Requests For Action responded to 0 within 48 hours. ( %) N/A N/A 10% 10% • • • FULL -TIME EQUIVALENT POSITIONS V • • 1998/99 1999/00 2000/01 2001/02 0 Building Maintenance Supervisor 0.50 1.00 1.00 1.00 • Building Maintenance Tech. II 2.00 2.00 2.00 2.00 Parks Manager 0.00 . 0.00 0.00 0.25 Property Division Manager 0.00 0.00 0.00 0.13 • • Total 2.50 3.00 3.00 .3.38 0 0 • • • • ` '' � ,, . • • 106 • 0 0 0 City of Tigard, 0 Oregon O Actual opo Property Descripti 1998199 1999Actual /00 Adopted 2000/01 Pr 2001102 sed Approved 2001/02 Adopted 2001/02 O Management 0 Personal Services O Positions 2.50 3.00 3.00 3.00 3.38 3.38 O Wages $57,930 $86,190 $101,568 $114,186 $134,186 $134,186 O Overtime 1,988 1,879 500 2,055 2,055 2,055 O Budget Unit: Benefits 31,152 45,815 34,984 46,964 52,259 52,259 2160 O Total Personal Services $91,070 $133,884 $137,052 $163,205 $188,500 $188,500 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 228,757 194,834 160,298 166,444 166,444 166,444 Repair & Maintenance 37,741 57,100 48,320 46,500 46,500 46,500 Special Dept. Expense 523 536 1,000 900 900 900 Small Tools & Equipment 25 0 1,500 1,805 1,805 1,805 Office Supplies 11,041 6,809 12,200 200 200 200 Advertising & Publicity 1,298 1,750 2,000 1,500 1,500 1,500 Fees /Dues /Subscriptions 35 698 900 900 900 900 Travel & Training 1,110 1,088 650 1,200 1,200 1,200 Fuel Expenses 460 698 2,000 1,000 1,000 1,000 Computer Software 0 0 0 0 0 0 Rents & Leases 310 1,087 1,600 1,700 " 1,700 1,700 Utilities 200 3,147 201,140 169,996 179,586 179,586 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $281,500 $267,747 $431,608 $392,145 $401,735 $401,735 Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 182,500 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 0 2,300 0 0 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 2,316 0 0 0 0 Total Capital Outlay $0 $4,616 $182,500 $0 $0 $0 Total Budget Unit $372,570 $406,247 $751,160 $555,350 $590,235 $590,235 aii8**itiili‘t, . 107 • • Program Results 2000 -01 Accomplishments • City of Tigard, • Oregon Provide safe and reliable water that *Completed injection sealing of two meets or exceeds all EPA standards water storage reservoirs, one at the • ' for water quality provided under summit of Bull Mountain and the other • Water normal, peak and emergency situa- on SW 135th Avenue, south of SW • tions. Walnut Street. Injection sealing, extends the life of the reservoirs. • Tigard water service area has ad- 0 equate and innovative funding ♦ Completed Phase 1 of the Aquifer Budget Unit: mechanism to develop regional and Storage and Recovery (ASR) feasibil- • 2170 sub - regional water sources. ity study. • Efficient water use will reduce water ♦ Completed the plan and implementa- consumption per customer by 1%, tion of distribution system -wide flush - per year for the next ten years. ing to ensure a safe and reliable water • supply. •. Program Description . • Program Highlights • The Water Division has the primary responsibility to maintain, repair and ♦ Continue to expand the current level • expand the water system, while at the of water conservation programs to ' ' • same time providing a dependable include workshops on landscape design • water supply of the highest quality to , and maintenance in the Tigard Water its customers. The Tigard Water Service Area. • Service Area is comprised of the • cities of Durham, King ♦ ntinue the fire hydrant c s o Dur am, Ki g City, two Co e y t • thirds of Tigard and the unincorpo- ment program to replace older, two- - • rated areas surrounding these cities, port fire hydrants with new, three -port mostly in the Bull Mountain area fire hydrants within the Water Service • (Tigard Water District). Area. . - 2001 -02 Goals and Objectives *Continue the Water Service Line • replacement program to reduce water • *Expand and enhance the current . loss due to old, leaking, galvanized • level of water conservation programs. steel water service lines. • *Pursue the development of regional *Implement Phase 2 of the Aquifer. • and sub - regional water source devel- Storage and Recovery (ASR) feasibil - • opment, as well as take part in the ity study. Phase 2 will include pilot • development of the new Portland testing of the existing well, well. modi- Wholesale Contract. fications, permitting and obtaining water rights to conduct full scale ASR . • *Begin construction of intermediate at this well. • water supply sources. ♦ Installation of 1,000 feet of 16 -inch - IP *Implementation of annual water water main and 2,800 feet of 24 -inch - 5 main flushing program. water main along SW Walnut Street, - • between SW 122nd and SW 135th • � *Develop Best Management Practice Avenue as part of Washington r! standards for the water distribution County's MSTIP project. • and operating system. 0 • ' 108 • 0 0 City of Tigard, WORKLOAD MEASURES Oregon 1998/99 1999/00 2000/01 2001/02 0 Water Number of outdoor residential O water audits 40 50 150 75 Number of youth education O programs presented 10 26 34 32 0 Budget Unit: O 2170 Number of conservation workshops 1 1 2 4 O Average daily demand (mgd) 6.18 6.28 5.8 6.0 O Peak day demand (mgd) 13.29 12.79 13.1 13.0 O Replacement of old 2" galvanized water services N/A N/A N/A 20 Replacement of old, two -port fire hydrants N/A N/A N/A 20 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 Reduction of seasonal water usage by participants of residential audits N/A N/A 10% 0.5% Ratio of storage to average daily demand N/A N/A 4.2:1 • 4:1 FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Engineering Technician II 0.00 1.00 1.00 1.00 Microcomputer Specialist 1.00 0.00 0.00 0.00 Senior Utility Worker 3.00 3.00 3.00 3.00 Utility Divison Manager 0.50 0.50 0.50 0.25 Utility Worker II 7.50 7.50 7.50 8.50 Water Operations Supervisor 1.00 2.00 2.00 2.00 Water Quality Program Coord. 2.00 2.00 3.00 3.00 Water Resource Specialist 0.00 1.00 0.00 0.20 A‘ Water Works Inspector 1.00 0.00 0.00 0.00 4,,„0,,,,,„ A, "leg Total 16.00 17.00 17.00 17.95 109 • • • City of Tigard, • Oregon • Actual Actual Adopted Proposed . Approved Adopted Description 1998/99. 1999/00 2000/01 2001/02 2001/02 ' 2001/02 • Water Personal Services • Positions 16.00 17.00 17.00 18.50 • 17.95 ' 17.95 . • ' Wages $503,836 $567,430 $667,078 $707,401 $703,001 $703,001 • Bud et • Unit: Overtime 23,741 24,658 26,200 40,673 40,673 ' 40 g Benefits 144,633 185,592 232,971 278,658 274,836 274,836 • 1 2170 Total Personal Services $672,210 $777,680 . $926,249 $1,026,732 $1,018,510 $1,018,510 - • Materials & Services • Water Costs' $2,195,024 $3,118,428 $2,750,000 $2,656,000 $2,656,000 $2,656,000 • Prof. & Contract Services 234,343 269,864 143,390 131,365 131,365 131,365 Repair & Maintenance 193,721 239;233 177,900 157,925 157,925 157,925 • Special Dept. Expense 6,875 23,843 ' 6,840 6,987 6,98T ' . 6,987 Small Tools & Equipment 11,291 7,227 25,575 18,105 18,105 18,105 • Office Supplies 2,016 2,787 1,500 2,000 2,000 2,000 • Advertising & Publicity 23,573 52,300 84,465 130,615 130,615 130,615 Fees /Dues /Subscriptions 6,742 15,796 , ' 3,956 3,899 3,899 3,899 • Travel & Training 8,352 6,819 10,502 11,200 ' 11,200 11,200 Fuel Expenses 15,656 17,896 16,000 17,500 17,500 17,500 • Computer Software 9,176 2,325 0 0 0 . 0 • Rents & Leases 159 2,735 5,100 3,000 3,000 ' 3,000 Utilities 4,918 3,570 4,100 17,625 17,625 - 17,625 • • Insurance 1,180 686 1,000 1,000 . 1,000 1,000 Library Materials 0 0 0 0 0 0- • Total Materials & Services $2,713,026 $3,763,509 $3,230,328 $3,157,221 $3,157,221 $3,157,221 • Capital Outlay • - Land & Improvements $54,140 $30,352 $20,000 $6,300 $6,300 $6,300 • Building & Improvements 0 0 0 0 - ' 0 0 • Vehicles 72,083 17,832 50,000 39,350 39,350 , . 39,350 Office Furniture & Equipment 1,196 3,076 . ' 0 0 0 0 • Computer Equipment 7,471 0 0 0 0 0 Operation Equipment 15,093 79,435 5,500 • 0 0 0 • Total Capital Outlay $149,983 $130,695 $75,500 $45,650 $45,650 $45,650 • • Total Budget Unit $3, 535, 219 $4, 671, 884 $.4,232,077 $4,229,603 $4,221,381 $4,221,381 . • • • • • • • A . . • ' • • ,.�.II • • • • 110 • • City of Tigard, • Oregon • Development Services Program • • Organizational Chart 111 • • Expenditure /FTE Summary 112 • • • Community Development Department • • Organization Chart/FTE Summary 113 • • CD Administration 114 • Building Inspection 117 • • Current Planning 121 • • Long Range Planning 124 • • • Engineering Department • Organization Chart /FTE Summary 127 • Engineering 128 Street Lights & Signals 133 • • • • • aik *KO 1001 / A hti AIL • • • • •• •••••••••••• ••••••••••••••••••••••••••••••• 0 ago a.) O PP, "✓� U 4 o 1 o C' E V 0 0 ft 0. 0 0 '0 • 0 0 DEVELOPMENT SERVICES 141 • 'F4 :f4 LILY: - Community • - Development Engineering • • • 111• • • The Development Services program includes the Community Development and • City of Tigard, Engineering Departments. The major functions of the program are community • Oregon planning; parks planning and development; building plan review and inspec- • tions; general economic development activities; design and construction of Development capital improvement projects; and review of proposed private development and • • inspection to ensure compliance with City standards. • - . Services Program The budget for this program is up about 10.6% from the FY 2000 -01 Adopted Budget. The increase is due primarily to the addition of 2.5 FTE. The number - • of authorized positions is up 5.7% due to the addition of positions in Building • • • Inspection, Long Range Planning, and Engineering: The new staff will support building inspections and assist in the enhancement of the City's Geographical Information System (GIS). There will also be additional administrative support . •: in the function of designing and constructing capital improvements throughout • the City. The City is also projecting higher energy costs in the Street Lights • and Signals Division. • This program area is funded from a variety of City funds related to each of the • •. service areas within the program. • • • Actual Actual Adopted Proposed Approved Adopted • Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 4110 # Positions 53.00 50.00 44.00 ' 46.50 46.50 46.50 • Personal Services $2,644,638 $2,714,062 $2,743,479 $3,058,355 $3,058,355 $3,058,355 • Materials & Services 655,277 654,871 970,635 1,029,920 1,049,920 1,049,920 • Capital Outlay 86,828 50,345 5,800 - 4,800 4,800 4,800 • Total Development Services - by Category $3,386,743 $3,419,278 $3,719,914 $4,093,075 $4,113,075 $4,113,075 • Budget by Division • Community Development Administration $526,863 $543,319 $304,211 $296,162 $296,162 $296,162 • Building Inspection 972,686 883,358 913,394 1,075,644 1,075,644 1,075,644 • Current Planning 353,077 328,498 508,470 . 554,771 554,771 554,771. Long Range Planning 263,033 297,835 440,596 461,639 ' 461,639 461,639. •, Total Community Dev. - by Division $2,115,659 $2,053,010 $2,166,671 $2,388,216 $2,388,216 $2,388,216 Engineering $976,534 $1,045,170 $1,153,243 $1219,859 $1,219,859 $1,219,859 • Street Lights & Signals 294,550 321,098 400,000 485,000 505,000 505,000 • Total Engineering - by Division $1,271,084 $1,366,268 $1,553,243 $1,704,859 $1,724,859 $1,724,859 • • Total Development Serv. - by Division $3,386,743 $3,419,278 $3,719,914 $4,093,075 $4,113,075 $4,113,075 • Budget by Fund • General Fund $2,119,507 $2,214,822 $2,406,520 $2,532,431 $2,532,431 $2,532,431 • State Gas Tax Fund 294,550 321,098 400,000 485,000 505,000 505,000 Building Fund 972,686 883,358 913,394 1,075,644 1,075,644 1,075,644 • Total Development Serv. - by Fund $3,386,743 $3,419,278 $3,719,914 $4,093,075 $4,113,075 $4,113,075 • . • i • • S 112 1111 • 0 0 o City of Tigard, O Oregon Community Development O Department COMMUNITY =III O DEVELOPMENT . o 0 Current O Administration Planning 0 O Building Long Range Inspection Planning • o - 0 Actual Actual Adopted Proposed Approved Adopted , Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 # Positions 38.50 34.50 28.50 30.50 30.50 30.50 Personal Services , $1,795,152 $1,780,390 $1,738,491 $1,962,619 $1,962,619 $1,962,619 Materials & Services 283,707 262,439 428,180 425,597 425,597 425,597 Capital Outlay 36,800 10,181 0 0 0 0 Total Community Dev. - by Category $2,115,659 $2,053,010 $2,166,671 $2,388,216 $2,388,216 $2,388,216 Budget by Division Community Development Administration $526,863 $543,319 $304,211 $296,162 $296,162 $296,162 Building Inspection 972,686 883,358 913,394 1,075,644 1,075,644 1,075,644 Current Planning 353,077 328,498 . 508,470 554,771 554,771 554,771 Long Range Planning 263,033 297,835 440,596 461,639 461,639 461,639 • Total Community Dev. - Division $2,115,659 $2,053,010 $2,166,671 $2,388,216 $2,388,216 $2,388,216 Budget by Fund General Fund $1,142,973 $1,169,652 $1,253,277 $1,312,572 $1,312,572 $1,312,572 Building Fund 972,686 883,358 913,394 1,075,644 1,075,644 1,075,644 Total Community Dev. - by Fund $2.115,659 $2,053,010 $2,166,671 $2,388,216 $2,388,216 $2,388,216 • /III 113 • • Program Results ♦ Implementation of improved cus- • City of Tigard, tomer service at the front counter with • Oregon Growth and development of Tigard Permit Technicians for Building and • are consistent with state, regional, and Planning/Engineering.. • Community local goals and standards. Development Program Highlights • Administration Program Description In FY 2001 -02, major areas of empha- • The Community Development De- sis for the Department will be: • partment includes the Long Range • Budget Unit: Planning, Current Planning, and •Implementation of the Washington • 2210 Building Inspection Divisions. Square Regional Plan. • • The CD Director is responsible for the • Support for the Tigard Central overall management of the functions Business District Association. • of the Department, which includes • community planning; administration •Upgrade of the building permitting • of the Development Code; parks system. planning and development; building • • plan review and inspections; general •Evaluation of planning fees. • economic development activities; and customer service at the front counter. *Development of an annexation • strategy /policy. • 2001 -02 Goals and Objectives • • • Enhance customer service by pro- • viding Internet access to planning and • building related forms. • •Maintain liaison to the City Council, • Tigard Central Business District • Association, and other civic organiza- • tions. • • 2000 -01 Accomplishments • *Accept Visa/MasterCard at the • Community Development counter. • • •Implementation of the Washington Square Regional Center Plan. • 1 �- • • • • 114 0 O WORKLOAD MEASURES City of Tigard, O Oregon 1998/99 1999/00 2000/01 2001/02 0 Number of building permits issued N/A N/A 5,100 5,230 O Community Development Number of inspections performed by Building Division N/A N/A 22,000 22,550 Administration Number of planning permits issued N/A N/A 334 358 Number of land use cases referred for Budget Unit: permit coordination N/A N/A 50 50 2210 EFFECTIVENESS MEASURES O 1998/99 1999/00 2000/01 2001/02 O T igard's building inspection program meets all state statutes and rules N/A N/A Yes Yes Tigard's current planning program • complies with all state and regional programs, statutes, and rules N/A N/A 100% 100% Tigard's long range planning program complies with all state and regional goals and rules N/A N/A Yes Yes Tigard complies with Metro and Department of Land Conservation and Development regulations N/A N/A Yes Yes The Community Development Department meets Council's goals N/A N/A Yes Yes FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Administrative Specialist I 1.00 1.00 0.00 0.00 Community Development Director 1.00 1.00 1.00 1.00 Confidential Executive Assistant 0.00 1.00 1.00 1.00 Development Services Specialist 0.00 1.00 0.00 0.00 Development Services Supervisor 1.00 1.00 0.00 0.00 Development Services Technician 5.00 4.00 0.00 0.00 Permit Coordinator 0.00 0.00 1.00 1.00 Awl M 1 11i‘l Senior Administrative Specialist 1.00 0.00 0.00 0.00 Total 9.00 9.00 3.00 3.00. 115 . • • • City of Tigard, • Oregon Actual Actual Adopted Proposed Approved Adopted Community Description 1998/99 • 1999/00 2000/01 2001/02 2001/02 2001/02 • Development Administration Personal Services Positions 9.00 9.00 3.00 3.00 • 3.00 3.00 Wages $321,877 $347,369 $168,159 $183,085 $183,085 $183,085 Overtime 164 57 0 0 - 0 0 Benefits 81,756 96,468 46,617 53,422 53,422 53,422 Budget Unit: Total Personal Services $403,797 $443,894 $214,776 $236,507 $236,507 $236,507 2210 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 82,840. 63,595 41,900 25,000 25,000 25,000 Repair & Maintenance 717 407 4,230 235 235 235 • Special Dept. Expense 799 375 200 200 200 200 • Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 22,039 23,149 27,635 22,975 22,975 22,975 Advertising & Publicity 2,057 275 0 275 275 275 • Fees /Dues /Subscriptions 616 3,094 7,435 7,295 7,295 - 7,295 • Travel & Training 5,263 5,041 6,740 3,575 3,575 3,575 Fuel Expenses 302 389 720 0 0 0 • Computer Software 790 0 0 0 0 0 • Rents & Leases 0 0 0 0 0 0 Utilities 193 190 575 100 100 100 • Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • Total Materials & Services $115,616 $96,515 $89,435 $59,655 $59,655 $59,655 • Capital Outlay 0 Land & Improvements $0 $0 $0 $0 $0 $0 • Building & Improvements 347 0 0 0 0. 0 Vehicles 0 0 0 0 0 0 • • Office Furniture & Equipment 1,570 2,910 0 0 0 0 • Computer Equipment 5,533 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $7,450 $2,910 $0 $0 $0 . $0 • • Total Budget Unit $526,863 $543,319 $304,211 $296,162 $296,162 $296,162 • Alk A _ • • 1 4:drivil I i kl • • • • 116 • 0 Program Results City of Tigard, *Provide building, plumbing, me- Ore on • Buildings are constructed and built chanical and electrical inspection 0 g to the State of Oregon specialty services for new construction within O codes and are safe for all occupants service level standards. Building and users. O 2000 -01 Accomplishments O Inspection •Existing housing is safe, habitable and in good repair. •Completed reorganization of the O Building Inspection Division that • Accurate records of building eliminated the Development Services permits and inspection records are Technician positions and created Budget Unit: maintained. Building Permit Technicians and 2220 Planning/Engineering Technicians. O • The Building Division is supported O by a dedicated fund, which is gener- •Reorganized the inspection section O ated by permit revenues. and reassigned duties as required. O Program Description • Successfully implemented a fee O increase that was effective on Septem- The Building Inspection Division, is ber 1, 2000. responsible for reviewing plans, issuing permits, and inspection of • Successfully integrated the require- O construction to ascertain compliance ments of Senate Bills 512 and 587 with the State of Oregon specialty regarding building inspection pro- codes (Title 14 of the Tigard Munici- grams. Included in these were: corn- pal Code adopts these in more de- mon permit forms, fee methodology, tail). These codes include building, minor plumbing and electrical instal- plumbing, mechanical, and electrical lations, for the tri- county area; and, codes and other rules and statutes. third party plan review and inspec- , The Division also enforces other tions that are state -wide. requirements of the Tigard Municipal Code and Community Development Program Highlights Codes and ordinances, including the Housing Code. A Building Technician has been added to assist with maintaining the 2001 -02 Goals and Objectives current service levels given the current growth rate in the City. *Monitor budget on an on -going basis to ensure expenditures are The budget also includes additional within budgetary constraints in order funds for contractual inspection to accumulate additional reserve services, if there are significant funding. changes in construction activity. •Work with homeowners, landlords, An upgrade of the City's permit O and property managers in resolving tracking system is also planned during housing deficiencies as related to the FY 2001 -02. Housing Code Program. •Provide building, plumbing, me- chanical and electrical plan review a f 1I #� services for new construction within '= service level standards. 117 • WORKLOAD MEASURES • • City of Tigard, Oregon 1998/99 1999/00 2000/01 2001/02 • Single family permits (Tigard) • Total Master Permits • Building (Includes plumbing, electrical, and • Inspection mechanical) 225 190 170. 250 • Single family permits • (Urban services area) • Budget Unit: Total Master Permits 0 (Includes plumbing, electrical, and 2220 mechanical) 210 210 160 170 • Multi- family units (Tigard) 372 337 N/A 15 • • Multi - family units • (Urban services area) N/A N/A N/A 10 • Commercial (Tigard) N/A N/A 600 540 0 0 Commercial (Urban services area) N/A N/A N/A . 2 • Number of inspections (Tigard) 19,000 18,000 16,400 14,200 • 0 Number of inspections • (Urban services area) 8,000 8,000 6,150 7,600 • • Total number of permits (Tigard) • (All types) 4,050. 3,800 3,600 3,7.00 • Total number of permits • (Urban services area) 1,650 1,650 1,500 1,500 • • • EFFECTIVENESS MEASURES • 1998/99 1999/00 2000/01 2001/02 • • Percent of inspections requiring reinspections due to 0 code deficiencies N/A N/A 34% 31% • • 41/1 . Number of housing complaints • inspected N/A N/A 165 185 • � " • l Number of housing complaint - investigations that obtain compliance • (verifiable violations) N/A N/A 138 155 • 0 0 118 • City of Tigard, Oregon EFFECTIVENESS MEASURES (CONT.) Building d Inspection 1998/99 1999/00 2000/01 2001/02 Dedicated funds' reserve fund O balances at end of Fiscal Year N/A N/A $280,000 $458,000 Budget Unit: Requested building inspections 2220 performed the following business day of receipt of request ( %) N/A N/A 99% 99% O 0 FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Administrative Specialist I 0.50 0.50 0.00 0.00 Administrative Specialist II 2.00 2.00 1.00 1.00 Building Official 1.00 1.00 1.00 1.00 Inspection Supervisor 1.00 1.00 1.00 1.00 Inspector I 3.00 2.00 2.00 2.00 Inspector II 4.50 2.50 2.00 2.00 Permit Specialist 0.00 0.00 0.50 0.50 Permit Technician 0.00 0.00 1.00 2.00 Plans Examiner 2.00 1.00 1.00 1.00 Plans Examiner Supervisor 1.00 1.00 0.00 0.00 Senior Inspector 3.00 3.00 2.00 2.00 Senior Plans Examiner 1.00 1.00 1.00 1.00 Total 19.00 15.00 12.50 13.50 AvAmAr 1 119 . • • • • City of Tigard, • Oregon • Actual Actual Adopted Proposed Approved Adopted • Building ' Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • Inspection Personal Services • Positions 19.00 15.00 12:50 13.50 13.50 13.50 • Wages $656,872 $597,070 $589,816 $673,488 $673,488' $673,488 • Overtime 1,523 680 5,200 7,193 7,193 7,193 • Budget Unit: Benefits 181,228 176,597 185,048. 210,298 210,298 210,298 • 2220 Total Personal Services $839,623 $774,347 $780,064 $890,979 $890,979 $890,979 • • Materials &Services • Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 59,978 67,329 30,000 75,635. 75,635 75,635 • Repair & Maintenance 6,031 ' 5,476 . 8,630 8,630 8,630 8,630 Special Dept. Expense 9,376 10,212 31,200. 30,600 30,600 30,600 • Small Tools & Equipment 0 0 0 '945 945 945 Office Supplies - 979 90 1,000 10,460 ' 10,460 10,460 • Advertising & Publicity 1,963 3,255 440 500 500 500 • • Fees /Dues /Subscriptions 1,215 215 975 1,050 . 1,050 1,050 Travel & Training • 10,891 7,173 13,290 13,975 13,975 13,975 • Fuel Expenses 2,872 3,728 7,000 5,240 5,240 5,240 • • Computer Software 0 0 0 0 0 • 0 Rents & Leases 18,730 4,556 34,430 34,430 34,430 34,430 • Utilities 4,992 3,457 6,365 3,200 ' 3,200 3,200 Insurance 0 0 0 0 0 • 0• • Library Materials 0 0 0 0 0 0 • Total Materials & Services $117,027 $105,491 $133,330 $184,665 $184,665 $184,665 • Capital Outlay • Land & Improvements $0 $0 $0 $0 $0 $0 • Building & Improvements 1,255 0 0 0 0 0 • Vehicles 0 . 0 0 0 0 0 . 9 Office Furniture & Equipment 11,020 3,520 0 . 0 0 0 • Computer Equipment 3,761 0 0 0 0 0 Operation Equipment 0 0 0 0 0 . 0 • Total Capital Outlay $16,036 $3,520 $0 $0 • $0 $0 • Total Budget Unit $972,686 $883,358 $913,394 $1,075,644 $1,075,644 $1,075,644 • • • . • • • . A - • • • i t: 0 1V • . • • 120 • Program Results The Division budget is affected by City of Tigard, new code provisions and laws and the Oregon The Tigard community will be im- number and type of development proved and made more livable by: applications. Current *All development will meet Compre- 2001 -02 Goals and Objectives Planning hensive Plan and Development Code standards. ♦ Continue to monitor the effective- ness of the Development Code *All development will be compatible adopted in 1998. with environmental conditions includ- Budget Unit: ing steep slopes, wetlands, hazards, *Process all development applica- 2230 and flood plains. tions within service standards. *All land use development will be *Continue developing a list of poten- served with water, sanitary sewer, tial code revisions. storm sewer, streets and public facili- ties meeting City standards and ♦ Train new staff. requirements. *Implement new Washington Square Program Description Regional Plan development require- , ments. The Current Planning Division pro- vides zoning and development infor- ♦ Implement code amendments mation, and conducts pre - application relating to hillsides, downtown park- conferences and reviews land use ing, water quality standards, and applications. Applications include others. zone changes, sensitive lands, subdivi- sions, variances, planned develop- 2000 -01 Accomplishments ments, land partitions, site design reviews, conditional uses, temporary ♦ Implementation of improved cus- uses, signs, sign code exceptions, land tomer service with two Planning/ use decision appeals to the Hearings Engineering Technicians. Officer, Planning Commission, and City Council. The Current Planning ♦ Maintenance of service standards Division works with the Long Range with long employee vacancy periods Planning Division to coordinate and in Planning and Code Enforcement. review comprehensive plan amend- ments and annexations. Program Highlights The Division applies and updates the Because of legal issues and the fact Community Development Code and that less viable property is now being updates the Comprehensive Plan. developed, project reviews are corn- Staff support is provided to the Plan- plex, unique, and more challenging. ning Commission, Hearings Officer/ Referee, Citizen Involvement Teams, Washington Square provisions, two Citizen Participation transportation plan, and code changes tions, and miscellaneous working will add additional challenges and groups. The Division is also respon- complexity. Training new staff in ,, "g'i' sible for general code enforcement code compliance and plan review will -_ activities. • be a priority. 121 • • WORKLOAD MEASURES 0 City of Tigard, • Oregon 1998/99 1999/00 2000/01 2001/0.2 • • Current Number of development applications N/A N/A 334 360 • Planning • Number of land use decisions made by: • Director 291 310 325 327 0 Budget Unit: 2230 Planning Commission/Hearings Officer 22 20 20 25 • City Council 18 12 10 8 • • • • EFFECTIVENESS MEASURES • • 1998/99 1999/00 2000/01 2001/02 0 Land use decisions made within 120 • days (%) N/A N/A . 100% 100% • • Land use decisions made within • service standards ( %) N/A N/A 85% - 90% • • Developments that meet ordinance • standards and process ( %) N/A N/A 100% 100% II • • FULL -TIME EQUIVALENT POSITIONS • • 1998/99 1999/00 2000/01 _ 2001/02 • Administrative Specialist I 0.50 0.50 0.50 0.50 • Administrative Specialist II 1.00 1.00 1.00. 0.00 Assistant Planner 0.00 1.00 1.00 . 1.00 • Associate Planner 3.00 2.00 2.00 1.00 • Code Compliance Specialist 1.00 1.00 . 1.00 1.00 • Permit Specialist 0.00 0.00 0.50 0.50 • Permit Technician 0.00 0.00 2.00 ' . 2.00 • Planning Manager 1.00 1.00 "1.00 1.00 Senior Administrative Specialist 0.00 0.00 0.00 1.00 • A rtiI� Senior Planner 0.00 0.00 0.00 1.00 • • Total 6.50 6.50 9.00 9.00 • • 122 • City of Tigard, . Oregon Actual Actual Adopted Proposed Approved Adopted Current Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Planning Personal Services Positions 6.50 6.50 9.00 9.00 9.00 9.00 • Wages $239,946 $238,594 $345,717 $362,146 $362,146 $362,146 Overtime 474 141 700 719 719 719 Budget Unit: Benefits 68,237 67,583 114,928 134,857 134,857 134,857 2230 Total Personal Services $308,657 $306,318 ,$461,345 $497,722 $497,722 $497,722 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 , Prof. & Contract Services 15,209 10,119. 27,085 28,497 28,497 28,497 Repair & Maintenance 5,700 350. 2,420 2,720 2,720 2,720 Special Dept. Expense 4,031 822 1,725 1,600 1,600 • 1,600 Small Tools & Equipment 0 0 0 105 105 105 Office Supplies 175 0 0 7,777 7,777 7,777 Advertising & Publicity 4,002 3,749 3,000 3,300 3,300 3,300 Fees /Dues /Subscriptions 1,522 ' 1,822 4,975 '5,055 5,055. 5,055 Travel & Training 3,329 1,795 6,200 6,795 6,795 6,795 Fuel Expenses 478 722 1,180 1,100 1,100 1,100 Computer Software 0 0 0 0 • 0 0 Rents & Leases 0 0 0 0 0 0 . Utilities 442 121 540 100 100 100 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $34,888 $19,500 $47,125 $57,049 $57,049 $57,049 , Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Imp 0 0 0 0 0 .' 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment. 5,010 2,680 0 0 0 0 • Computer Equipment, 4,522 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay $9,532 $2,680 $0 $0 $0 $0 ' Total Budget Unit $353,077 $328,498 $508,470 $554,771 $554,771 $554,771 • . - A, . _11"100 .. . . . ,.._...._,.........,..._. . • , . . , . . . . • • 123 • • Program Results 2001 -02 Goals and Objectives • City of Tigard, • Oregon Accommodate growth while protect- ♦ Continue implementation of Wash- • ing the character and livability of the ington Square Regional Center Plan. • Long Range community through long range • Planning planning and through implementation *Provide most commonly used GIS of the City's Vision. layers online in a dynamic map view. • • Program Description *Accommodate projected growth in • Budget Unit: residential, industrial and commercial • 2240 Long Range Planning is responsible development. r for monitoring and analyzing present • and future physical, demographic, 2000 -01 Accomplishments • economic and development condi- • tions and trends; clarifying and ♦Implementation of the Washington • recommending ways to implement Square Regional Center Plan. shared City goals; developing and • implementing growth management Program Highlights • and annexation programs; maintain- • ing, updating, and implementing An increase in reliance on GIS has r. Tigard's Comprehensive Plan; improved the City's ability to respond • conducting technical studies and to citywide needs for mapping. The special planning projects such as park budget includes a new position of • 0 and natural area planning, urban Assistant Planner to assist in the • design and special studies; transpor- future development of the GIS pro - tation planning; coordination of gram and maintain the Division's • planning issues with other jurisdic- ability to meet service - requests. • tions; developing and maintaining • city -wide geographic information The budget also includes consultant mapping systems(GIS). services to assist in continued funding • for revitalization efforts in the Tigard • Long Range Planning provides downtown, and implementation issues • support to the City Council, Planning associated with the Washington • Commission, City Manager, neigh- Square Regional Center Plan. • borhood and community planning • organizations. • • • • . _ • • • • • 124 • City of Tigard, WORKLOAD MEASURES Oregon 1998/99 1999/00 2000/01 2001/02 Long Range Planning Rewrite and update Comprehensive Plan N/A N/A 6/30/01 N/A Hire consultant for Washington Square Implementation and Public Budget Unit: Involvement Plan N/A N/A N/A Yes 2240 Tigard database N/A N/A N/A Update EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 City Council acceptance of Washington Square Implemen- tation Plan N/A N/A Yes N/A Updated and printed Tigard database N/A N/A N/A Yes 80% of residential density is built into development N/A N/A 90% 90% GIS provision of all available services on -line ( %) N/A N/A 20% 40% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Assistant Planner 0.00 0.00 0.00 1.00 Associate Planner 3.00 3.00 3.00 3.00 Planning Manager 1.00 1M0 1.00 1:00 Total 4.00 4.00 4.00 5.00 125 . 0 0 • City of Tigard, • Oregon A • ctual Actual Adopted Proposed Approved Adopted Long R • Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • Planning • • Personal Services • Positions 4.00 4.00 4.00 5.00 5.00 • 5.00 Wages $191,858 $201,136 $221,752 $256,058 $256,058 $256,058 • Overtime 85 0 0' 0' 0 0 Budget Unit: Benefits 51,132 54,695 60,554 81,353 .81,353 81,353 2240 0 Total Personal Services $243,075 $255,831 $282,306 $337,411 $337,411 $337,411 • • Materials & Services • • Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 2,521 32,711 145,000 108,334 108,3 108,334 . Repair & Maintenance 0 62 • 0 0 0 0 Special Dept. Expense 3,465 4,053 3,950 4,400 4,400 4,400 • Small Tools & Equipment 0 0 0. 0 0 0 Office Supplies 0 110 0 2,500 • 2,500 2,500 • Advertising & Publicity 360 802 150 150 150 150 • Fees /Dues /Subscriptions 726 366 1,615 1,995 1,995 1,995 Travel & Training 7,402 2,829 7,575 6,639 6,639 6,639 • Fuel Expenses 0 0 0 0 ' 0 0 • Computer Software 1,702 0 0 0 0 0 Rents & Leases • 0 0 0 0 0 0 • Utilities 0 0 ' 0 210 210 210 • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0• 0 . .. 0 Total Materials & Services $16,176 $40,933 $158,290 $124,228 $124,228. $124,228 . IP 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 1,162 1,071 0 0 0 - 0 • Computer Equipment 2,620 0 0 0. 0 0 Operation Equipment 0 0 0 0 0, 0 • • Total Capital Outlay $3,782 $1,071 $0 ' ' $0 • $0 $0 • • Total Budget Unit $263,033 $297,835 $440,596 $461,639 $461,639 $461,639 . • • • A . . 0 '• td • • '• . 7 126 • City of Tigard, Oregon Engineering Department ENGINEERING Engineering Street Lights & Signals Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 '2001/02 # Positions 14.50 15.50 15.50 16.00 16.00 , 16.00 Personal Services $849,486 $933,672 $1,004,988 $1,095,736 $1,095,736 $1,095,736 Materials & Services 371,570 392,432 542,455 604,323 624,323 624,323 Capital Outlay 50,028 40,164 5,800 4,800 4,800 4,800 Total Engineering - by Category $1,271,084 $1,366,268 $1,553,243 $1,704,859 $1,724,859 $1,724,859 Budget by Division Engineering $976,534 $1,045,170 $1,153,243 $1,219,859 $1,219,859 $1,219,859 Street Lights and Signals 294,550 321,098 400,000 485,000 505,000 505,000 Total Engineering - Division $1,271,084 $1,366,268 $1,553,243 $1,704,859 $1,724,859 $1,724,859 Budget by Fund !� General Fund $976,534 $1,045,170 $1,153,243 $1,219,859 $1,219,859 $1,219,859 V� State Gas Tax Fund 294,550 321,098 400,000 485,000 505,000 505,000 Total Engineering - by Fund $1,271,084 $1,366,268 $1,553,243 $1,704,859 $1,724,859 $1,724,859 14*444 _11 el I 127 i 41 Program Results national issues that may affect the • City of Tigard, City. • ♦ The Engineering Department sup - Oregon ports the City's goals and objectives. Program Description • Engineering *Private developments are designed The Engineering Department is Department and constructed in accordance with directed by the City Engineer. It 0 the City's standards and requirements: designs and constructs capital im- • provement projects and provides • 1. Public improvements by develop- review of proposed private develop- ers are constructed to meet City merit and inspection to insure compli- Budget Unit: design" standards and development ance with City standards. IP code provisions. 2 wir 250 The Capital Improvement Division 2. Hillside development is . con- manages the capital improvement • structed in accordance with City and program for public streets and utilities • state regulations. and prepares facilities plans for future • improvement needs. 3. As -built information system is • space- efficient and provides up -to- The Development Review Division '5 date, accurate information for the ' provides technical review and issues City's customers. permits for proposed private develop- • ment projects, provides inspections to 4. Public improvements perform in assure compliance with City stan- S accordance with design life. ' dards, and maintains records relating to public facilities. •The City's transportation system is • safe and efficient for all modes of 2001 -02 Goals and Objectives • travel: • ♦ Complete Comprehensive Public • 1. The City's street infrastructure is Facility Plans. properly maintained and upgraded as • needed to meet future traffic demands. *Continue Private Development • Review improvements. • 2. Capital improvement projects are designed and constructed properly to *Develop and implement the annual • enhance traffic flow and traffic safety Capital Improvement Program. while minimizing maintenance costs. ♦ • Develop and implement a citywide 3. The City's neighborhood streets sewer extension program. are safe for pedestrians, bicyclists and 0 motorists and carry traffic volumes *Explore and develop feasible fund- appropriate for residential neighbor- ing strategies for implementation of hoods. high priority transportation projects. IP ♦ The Engineering Department en- *Incorporate citizen involvement 0 hances environmental quality in the processes in the Engineering Depart- City by providing adequate storm ment programs. • drain and sanitary sewer services to Alio citizens of Tigard. *Upgrade equipment and software �'' 4 "j�J�' needed in support of Engineering , •, 1 I ♦ The Engineering Department keeps Department activities and program • abreast of and addresses regional and changes. 41 ag 128 0 0 2000 -01 Accomplishments Program Highlights Q City of Tigard, Oregon Private Development: Private Development: ♦ 55 staff reports for land use deci- *Private Development participated in Engineering sions completed. 55 land use staff reports, issued 51 De artment SOP's and 13 CAPs. The largest P ♦ 51 Street Opening Permits (SOP) CAPs of the year included the Lowe's issued. Hardware project, the Meyer's Farm subdivision, and the Eagle's View ♦ 13 Compliance Agreement Permits subdivision. Budget Unit: (CAP) issued. Capital Improvement Program: 2250 Capital Improvement Program: *Two major collector road improve- *Completed the Walnut/Tiedeman ments (Walnut/Tiedeman Intersection Intersection Realignment Project. and Gaarde Street Improvements Phase 1) were completed, and design for *Substantially completed Gaarde construction of two other major collec- - Street Improvements Phase 1 extend- tors ( Gaarde Street Improvements ing Gaarde Street north from Quail Phase 2 and Burnham Street) are Hollow West to connect to Walnut currently ongoing. Street. •The pilot program to enhance safety *Completed two additional embed- at marked crosswalks citywide made substantial progress through the instal- ded crosswalk lighting system instal- lation of the embedded crosswalk - lations at Main Street and at the lights at two locations. Walnut Street/Grant Street intersec- tion. ♦ Corrective and preventative pave- ment maintenance on numerous Bete- ♦Placed approximately 2,550 lineal riorated streets in the City was again feet of pavement overlay and 13,500 completed in FY 2000 -01. This in- square yards of slurry seals on van- eluded pavement overlay of a segment ous City streets. of Bull Mountain Road in the Urban Services Area. ♦ Installed eight traffic calming devices on five City streets. ♦ The extension of sanitary sewers to unsewered areas continued with the ♦ Completed two Fanno Creek trail formation of four reimbursement segments: the Main -Ash trail with districts. A program to provide sewer boardwalk and a wooden pedestrian service citywide, including the newly bridge; and the Tigard Street - annexed Walnut Island area, is now Tiedeman Avenue trail also with a being developed for City Council wooden pedestrian bridge. consideration. ♦ Completed four sanitary sewer *A year-long effort by a Transporta- reimbursement districts serving 71 tion Bond Task Force culminated in residences. the placement of aTransportation Bond Measure on the November 2000 ballot. Although the measure did not pass, it 14{ I was a good learning experience for the ,� Task Force members and provides a solid foundation for future efforts to develop funding strategies to imple- ment high priority projects. 129 +0 0 WORKLOAD MEASURES 0 City of Tigard, Oregon 1998/99 1999/00 2000/01 2001/02 Preparation of Comprehensive Public • Facility Plans • Engineering Percent of plans completed N/A N/A 25% 50% Department - Private Development Review Activities • Number of subdivisions requiring O additional geotechnical review by City N/A N/A 3 3 O Number of Compliance Agreement a Budget Unit: Permit projects issued N/A N/A 12 12 2250 a Capital Improvement Program 0 Implementation o Streets Number of ' CIP street- related projects N/A N/A 25 15 O PMMP `0 Area of pavement overlay applied N/A N/A 45,000 11,000 Area of slurry seal applied (sq. yd.) N/A N/A 42,000 5,000 Length of striping applied (ft.) N/A N/A 40,000 3,000 ' • 0 Traffic Calming • Number of traffic calming devices installed yearly N/A N/A 15 15 • Storm Drainage and Sanitary Sewer Services • Sanitary Sewer • Major maintenance: number of identified repairs completed N/A N/A 3 3 • Neighborhood extensions: number of N/A N/A .5 5 0 reimbursement districts initiated 0 Number of sewer service laterals • provided N/A N/A 60 60 Lineal feet of sewer mainline 0 installed N/A N/A . 4,000 4,000 • • Storm Drainage Major maintenance: number of identified repairs completed N/A N/A 3 3 • Number of sewer service laterals • provided N/A N/A 60 60 • Lineal feet of sewer main line installed N/A N/A 4,000 . 4,000 0 0 • • • • 41 130 Q City of Tigard, EFFECTIVENESS MEASURES Oregon 1998/99 1999/00 2000/01 2001/02 Q Private Development Review Activities En Projects that require major repairs Q of public improvements during the Department 1 -year maintenance period ( %) N/A N/A 5% 5% Subdivisions that exhibit grading ' problems after City acceptance of project ( %) N/A N/A 5% 4% Budget Unit: Capital Improvement Program Implementation 2250 Streets CIP street projects designed ( %) N/A N/A 80% 80% CIP street projects constructed ( %) N/A N/A 50% .50% Traffic Calming Reduction of 85th percentile speeds ( %) N/A N/A 85% 85% _ Storm Drain and Sanitary Sewer Services Sanitary Sewer Neighborhood extension: percent of reimbursement districts completed N/A N/A N/A N/A Storm Drainage Major maintenance: Percent of . repairs completed N/A N/A 75% , 75% Maintenance or operation problem eliminated N/A N/A Yes Yes Citywide Sewer Extension Program Lineal footage of sewer installed as a percentage of the total master plan layout N/A . N/A N/A 10% New sewer connectsions as a percentage of total laterals installed in preceding years N/A N/A N/A 5% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Administrative Specialist I 0.50 0.50 0.50 0.50 Administrative Specialist II 0.00 0.00 0.00 0.50 City Engineer 1.00 1.00 1.00 1.00 Engineering Manager 2.00 2.00 2.00 2.00 Engineering/Survey Specialist 1.00 1.00 1.00 1.00 A- 1 Engineering Tech I 2.00 2.00 1.00 1.00 Engineering Tech II 4.00 4.00 5.00 5.00 Project Engineer 1.00 2.00 2.00 2.00 Senior Administrative Specialist 1.00 1.00 1.00 . 1.00 . ! `•' I ( Senior Engineer Technician 2.00 2.00 2.00 2.00 Total 14.50 15.50 15.50 16.00 131 • 0 • • City of Tigard, • • Oregon 0 • Actual Actual Adopted Proposed Approved . Adopted • Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 . • Engineering O Department Personal Services Positions 14.50 15.50 15.50 16.00 16.00. 16.00 <0 Wages $658,576 • $716,328 $762,916 $809,619 $809,619 $809,619 4, Overtime 3,874 3,533 7,500 7,706 7,706 7,706 Budget Unit: Benefits 187,035 213,811 234,572 278,411 278,411 278,411 2250 Total Personal Services $849,485 $933,672 $1,004,988 $1,095,736 $1,095,736 $1,095,736 O • Materials & Services Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 35,673 38,011 86,000 48,712 48,712 48,712 0 Repair & Maintenance 4,821 1,100 8,750 6,650 6,650 6,650 Special Dept. Expense 7,020 6,235 9,800 10,700 10,700 10,700 • Small Tools & Equipment 0 0 4,950 6,738 6,738 6,738 Office Supplies 6,831 8,833 8,000 16,423 16,423 16,423 Advertising & Publicity 442 1,024 600 1,000 1,000 1,000 O Fees/Dues /Subscriptions 1,694 2,064 2,280 2,825 2,825 2,825 Travel & Training 6,810 8,453 11,575 19,200 19,200 19,200 • Fuel Expenses 1,180 1,347 2,000 1,350 1,350 1,350 Computer Software 7,603 0 0 0 0 0 Rents & Leases 3,499 2,953 4,500 4,000 4,000 4,000 ID Utilities 1,447 1,314 4,000 1,725 1,725 1,725 Insurance ' 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • Total Materials & Services $77,020 $71,334 $142,455 $119,323 $119,323 $119,323 • Capital Outlay 0 Land & Improvements $0 $0 $0 . $0 $0 $0 • Building & Improvements 0 0 0 0 0 0 Vehicles 17,698 0 0 0 0 0 40 Office Furniture & Equipment 11,820 15,740 5,800 4,800 4,800 4,800 • Computer Equipment 20,510 256 0 0 0 0 Operation Equipment 0 24,168 0 0 0 0 • Total Capital Outlay $50,028 $40,164 $5,800 $4,800 , $4,800 $4,800 • Total Budget Unit $976,534 $1,045,170 $1,153,243 $1,219,859 $1,219,859 $1,219,859 • • • • • • • • • 1 V • • _• v 132 • • Q Program Results 2000 -01 Accomplishments O City of Tigard, Oregon *Collector Streets are adequately lit •Installed three Embedded Crosswalk for vehicular and pedestrian safety. Lighting Systems at the following Street locations: 121" Avenue at Katherine or intersections are upgraded Street, Walnut Street at Grant Street, *Major Lights & and Main Street at the Main Street Signals with traffic signal systems for safe and Bridge. efficient movement of all modes of transportation. • Completed the Walnut Street/ Tiedeman Avenue intersection re- Budget Unit: •Neighborhood streets are provided alignment and signalization project. 2260 adequate lighting in accordance with City policies. •Extended Gaarde Street north from Quail Hollow -West to Walnut Street Program Description and installed a new traffic signal system at the Walnut Street/Gaarde Street intersection. This budget unit provides for the maintenance and energy costs for • Continued the refurbishing of steel street lighting and traffic signals on poles in the Summerfield area. public streets. All maintenance work is done by contract and no City per- . • Installed streetlights at key locations sonnel are funded by this budget. The on collector streets within the City. Engineering Department manages this budget unit. Operating costs for street Program Highlights lights and signals are expected to This program will protect the invest- increase in FY 2001 -02 due to antici- ment in steel poles citywide by con - pated electricity rate increases. tinuing the steel pole refurbishing program. The amount allocated for the 2001 -02 Goals and Objectives coming fiscal year should be suffi -. cient to complete 90% or more of the • Assumption of energy and mainte- remaining deteriorated steel poles in nance costs for new signal system the City. added by the Gaarde Street extension to Walnut Street. During the upcoming fiscal year, the preparation of the Comprehensive • Public. Facility Plan for streetlights •Preparation of the Comprehensive will include evaluation of collector Public Facility Plan for streetlights. streets for new streetlight installations to enhance safety. Until this evalua- • Continuation of energy and mainte- tion is completed and a systematic nance costs for installed systems. program for installation is established, oI j ai new streetlight installation will be on I,, a case -by -case basis as needed to enhance safety. 133 41 4) 4. City of Tigard, WORKLOAD MEASURES Oregon 0 1998/99 1999/00 2000/01 2001/02 Street Lights & New signal systems added N/A 1 2 1 a Signals New street lights added N/A 10 60 60 0 O Public Facility Plan for streetlights p completed N/A 50% 100% 100% 0 Budget Unit: 2260 Existing steel street lights poles refurbished N/A 35 35 30 4) 0 0 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 .2001/02 4) Level of service improvement 4) in new signalized intersecetions N/A N/A Yes Yes �. S Mileage of collector streets with streetlights ( %) N/A N /A. . N/A 20% • Public Facility Plan for streetlights completed N/A N/A N/A • Yes • 4 Steel streetlight poles refurbished ( %) N/A 35% 70% 100% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 None • • 134 City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Street Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Lights & Signals 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 Benefits 0 0 0 0' 0 0 , ' Budget Unit: 2260 Total Personal Services $0 $0 $0 $0 $0 $0 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 1,834 0 0 5,000 5,000 5,000 Repair & Maintenance 13,585 38,003 79,000 80,000 80,000 80,000 Special Dept. Expense 0 8 0 0 0 0 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 0 0 0 0 0 0 Advertising & Publicity 0 0 0 0 0 0 Fees /Dues /Subscriptions 0 0 0 0 0 0 Travel & Training 0 0 0 0 0 0 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 Rents & Leases 0 0 0 0 0 0 Utilities 279,131 283,087 321,000 400,000 420,000 420,000 Insurance 0 0 0 0 0 0 ' Library Materials 0 0 0 0 0 0 . Total Materials & Services $294,550 $321,098 $400,000 $485,000 $505,000 $505,000 Capital Outlay ' Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 .0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 0 0' 0 0 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay $0 $0 $0 $0 $0 $0 Total Budget Unit $294,550 $321,098 $400,000 $485,000 $505,000 $505,000 A , 1 135 • • ••••••••••••••••••••••••••••••••••••••••••••• a 0 ri3 a? 4., O b cid CO) City of Tigard, Policy and Administration Program Oregon Organizational Chart 136 Expenditure /FTE Summary 137 City Admininistration Department Organization Chart/FTE Summary 138 Mayor & City Council 139 City Management 143 Human Resources 146 Network Services 150 Risk Management 153 Finance Department Organizational Chart/FTE Summary 158 Finance Administration 159 Financial Operations 162 Office Services 166 Records 169 Municipal Court 172 anyotoit ma A/4y#4114 11 = AAAA t =mall City of Tigard, Oregon POLICY and , ADMINISTRATION . City Administration Finance 136 • • The Policy and Administration Program consists of City Administration and the • City of Tigard, Finance Department. This program includes a wide variety of functions that . Oregon encompass the areas of administrative support, strategic planning, city manage- • ment, computer services, financial management, accounting, purchasing, utility Policy and billing, municipal court, human resource management, records management, • and risk management. The budget increase of 15.5% over the FY 2000 -01 0 Administration Adopted Budget is a result of the increased staffing in Network Services, • Program Human Resources, and Finance Administration. The number of authorized , positions has increased by 12.8 %. The additional staff will support the areas of • human resource management, computer and telecommunications technical • support, and franchise management. Other factors contributing to the budget increase are new programs in utility billing that will provide customers with the • ability to pay their bills on the Internet and contracting for the receipting of II utility bill payments. • The Mayor and Council and Municipal Court are funded completely out of the • General Fund with the other functions being funded by charge backs to other City programs that use these common services. • • • • Actual Actual Adopted Proposed Approved Adopted • Description 1998199 1999/00 2000/01 2001/02 2001/02 2001/02 # Positions 34.00 36.50 39.55 44.60 44.60 44.60 • Personal Services $1,882,944 $2,049,367 $2,317,879 $2,746,675 $2,746,675 $2,746,675 • Materials & Services 893,135 986,077 1,315.094 1,461,213 1,469,476 1,469,476 • • Capital Outlay 99,584 171,870 26,400 8,000 8,000 8,000 Total Policy & Admin. - by Category $2,875,663 $3,207,314 $3,659,373 $4,215,888 $4,224,151 $4,224,151 • Budget by Division • Mayor & Council $93,935 $92,176 $113,058 $115,898 $118,911 $118,911 . City Management 461,677 464,366 512,395 543.393 548,643 548,643 Human Resources 318,691 316,592 343,789 397,680 397,680 397,680 • Network Services 437,706 662.375 717,089 937,982 937,982 937,982 • Risk Management 343,894 347,553 408,062 429,216 429,216 429,216 Finance Administration 99,027 105,682 176,465 273,149 273,149 273,149 • Financial Operations 591,420 643,140 693,035 809,870 809,870 809,870 Office Services 226,743 256,396 266,145 277,252 277,252 277,252 • Records 110,494 138,214 160,307 164,621 164,621 164,621 Municipal Court 192,076 180,820 269,028 266,827 266,827 266,827 • Total Policy & Admin. - by Division $2,875,663 $3,207,314 $3,659,373 $4,215,888 $4,224,151 $4,224,151 • Budget by Fund 41 General Fund $286,011 $272,996 $382,086 $382.725 $385,738 $385,738 • 4 Central Services Fund 2,589,652 2,934,318 3,277,287 3,833,163 3,838,413 3,838,413 • Total City Admin. - by Fund $2,875,663 $3,207,314 $3,659,373 $4,215,888 $4,224,151 $4,224,151 • .. r/ '' . i 1 1 1 I I • i • • • • 137 • City of Tigard, Oregon CITY City ADMINISTRATION Administration Mayor & Human Council Resources City Risk Management Management Network Services • Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 # Positions 14.50 15.50 15.80 19.80 19.80 19.80 Personal Services $1,003,652 $1,064,293 $1,126,402 $1,417,255 $1,417,255 $1,417,255 Materials & Services 567,196 665,325 941,591 998,914 1,007,177 1,007,177 Capital Outlay 85,055 153,444 26,400 8,000 8,000 8,000 Total City Admin. - by Category $1,655,903 $1,883,062 $2,094,393 $2,424,169 $2,432,432 $2,432,432 Budget By Division Mayor & Council $93,935 $92,176 $113,058 $115,898 $118,911 $118,911 City Management 461,677 464,366 512,395 543,393 548,643 548,643 Human Resources 318,691 316,592 343,789 397,680 397,680 397,680 Network Services 437,706 662,375 717,089 937,982 937,982 937,982 Risk Management 343,894 347,553 408,062 429,216 429,216 429,216 Total City Admin. - by Division $1,655,903 $1,883,062 $2,094,393 $2,424,169 $2,432,432 $2,432,432 4 Budget By Fund General Fund $93,935 $92,176 $113,058 $115,898 $118,911 $118,911 AW Central Services Fund 1,561,968 1,790,886 1,981,335 2,308,271 2,313,521 2,313,521 Total City Admin. - by Fund $1,655,903 $1,883,062 $2,094,393 $2,424,169 $2,432,432 $2,432,432 138 • • Program Results ' private sector programs. • City of Tigard, • Oregon The City Council: *New Tigard Library Construction • Committee – Review reports, provide • Mayor & •Makes informed decisions that direction. III City Council benefit the community and conform with Council and community goals. *Citywide Sewer Completion – Develop policy for areas septic - ft • Sets clear goals and gives clear systems. • direction to City staff. • Budget Unit: *Citizen Involvement – Expand • 3110 *Adopts City laws and changes them opportunities.' • as needed. *2001 Oregon Legislative Session - *Determines City policies and sets Monitor and participate. • standards. . • 2000 -01 Accomplishments 0 Program Description fle ♦ Transportation System Plan Update. 0 Review, revise or maintain city laws, The Plan will be presented in 2001 for • policies, and procedures. a hearing before the Planning Com- • mission, a Council workshop, and 2001 -02 Goals and Objectives then a hearing before the City Coun- • cil. i *Transportation – Keep people , • moving through and within Tigard. *Tigard Central Business District • Association — With the City's assis- 5 *Recreation – Develop strategies to tance, the Association has contracted • provide opportunities for Tigard with the Oregon Downtown Develop - citizens. ment Association to develop a source of long -term funding; has hired a part- * Tigard Central Business District time downtown manager; and has had • Association – Support plans to revi- three successful community events in . 5 talize the downtown. the downtown area 0 • • City Park Master Plan – Implement ♦ City Master Plan for Parks – Most • the plan. of the current year projects were • carried out and although the City did *Long Term Water Supply – Secure not have an adequate budget to fully a supply source. ' implement the Plan, expansion.of • Cook park was started along with • *Annexation – Develop a strategy for several other projects such as the • � r non -island areas. Tualatin River pedestrian bridge and • d l . � ( I development of two new neighbor- - -~ *Affordable Housing – Encourage hood parks. Other projects included . • • ' • 139 • opening of segments of the Fanno City of Tigard, Creek trail, a temporary off -leash dog Oregon park, and the Cook Park wetland mitigation project. Mayor & City Council •Long Term Water Supply — The City continued to review three poten- tial long -term water supply options, which are with the Portland Water Bureau, the Joint Water Commission, Budget Unit: and the South Fork Water Board. 3110 • Affordable Housing — The City approved a tax exemption request from Community Partners for Afford- able Housing. Also, the City ap- proved an ordinance and final order for the Village at Washington Square for a 26 -unit development. •Bus Program for Intra -City Services — Tri -Met and Westside Transportation Alliance worked with the City to provide low- income residents with transportation options to get to their place of employment. Program Highlights Substantial progress was made in all goal areas last fiscal year. Many of these goals were renewed, updated and put back on the goal list for this upcoming fiscal year. 44, AL 140 • • • City of Tigard, W ORKLOAD MEASURES . Oregon 1998/99 1999/00 2000/01 2001/02 • • Mayor & Population served 37,200 37,760 39,672 42,260 • City Council • Number of Council meetings 38 36 36 36 • Average hours of Council meetings 3.42 3.40 3.50 4 0 Budget Unit: • 3110 Number of ordinances adopted 13 31 30 35 �. • Number of resolutions adopted 55 90 75 75 • • EFFECTIVENESS MEASURES • • 1998/99 1999/00 2000/01 2001 /02 0 0 Goals for the City of Tigard are S reviewed and updated by • January 31 of each year N/A N/A 100% 100% • The groundrules that the Council r uses to conduct public meetings • are reviewed and updated each year N/A N/A 100% 100% • Council takes final action on agenda • items requesting Council action 'N /A N/A 95% 95% • A budget for the City of Tigard is • adopted by June 30 of each year N/A N/A 100% 100% • • • FULL -TIME EQUIVALENT POSITIONS V " • • 1998/99 V 1999/00 2000/01 2001/02 4111 • Mayor and City Council are paid • A pb $475 and $350, respectively, per month, to compensate for time and • expenses of service. They are not • / full time equivalent positions. • • • 141 • City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Mayor & Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 City Council Personal Services Positions 0.00 0.00 0.00 0.00 0.00 0.00 Wages $16,200 $22,500 $22,500 $22,500 $22,500 $22,500 Overtime 0 0 0 0 0 0 Budget Unit: Benefits 16,839 15,871 24,181 24,216 24,216 24,216 3110 Total Personal Services $33,039 $38,371 $46,681 $46,716 $46,716 $46,716 Materials & Services Water Costs $0 $0 , $0 $0 $0 $0 Prof. & Contract Services 41,697 35,718 24,725 23,100 23,100 23,100 Repair & Maintenance , 0 242 500 500 500 500 Special Dept. Expense 2,567 1,485 1,430 1,745 1,745 1,745 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 3,868 7,396 5,500 4,750 4,750- 4,750 , Advertising & Publicity 2,804 3,452 2,460 2,460 2,460 2,460 • Fees /Dues /Subscriptions 80 0 19,456 20,620 23,633 23,633 Travel & Training 7,486 4,612 10,806 15,683 15,683 15,683 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 719 900 1,500 324 324 324 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $59,221 $53,805 $66,377 $69,182 $72,195 $72,195 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 1,675 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay $1,675 $0 $0 $0 $0 $0 Total Budget Unit $93,935 $92,176 $113,058 $115,898 $118,911 $118,911 41,0 _ ,,,.„4„,,,,„,„ _.„,,..„4,,, • 142 • • Program Results • Implement a media plan to facilitate • " City of Tigard, • increased accurate and timely media • Oregon *Tigard has a reputation for excel- coverage of Tigard programs, .events, fence. and accomplishments. • City •City staff communicates clearly •Issue a goal guide each month high- Management lighting the progress on Council goals. with. citizens regarding City goals g g p g • III and programs. 2000 -01 Accomplishments • • The City Management Division Budget Unit: manages the communication process •Community Connectors: Regular 3120 with all participants on City goal communications were issued through- • development. out the year: Twenty-five citizens • volunteer to serve as connectors to • •The City Management Division their neighborhoods. Connectors . manages the City's business and receive regular e-mails containing • carries out the Council's plans and news of the City and City events. • directives by coordinating the work of all City departments and employ- • Communication Manual and City ' • ees. Communicators: The manual was 0 distributed to departments: Depart- • Program Description ment City Communicators met on a . regular basis. • • Communicate the direction from City Council on policies, laws, and •Media Relations (Press Releases): A • directives to the Executive staff and monthly report was prepared for the S employees. City Manager and documentation • shows that an average of one press IP •Continue to facilitate the Visioning release per week has been picked up by • Program, Tigard Beyond Tomorrow. at least one media source. • • Encourage the use of a variety of • Tigard Beyond Tomorrow Vision 0 communication tools, including the Program: Progress toward goal • Cityscape, the City's web page, and achievementin each of the six target use other means to make information areas was monitored and a year-end • available to citizens and employees. progress report was issued to citizens. • *Continue to review and refine the Program Highlights .r information presented to the City • Council. The City Management continues to enhance the overall communication • 2001 -02 Goals and Objectives efforts of the City of Tigard, taking . . A steps to increase accessibility to infor- *Implement the use of the paperless mation in a variety of formats, provid 0 . Council packet, which makes infor- mg opportunities for input on commu- • P mation electronically available to the nity issues, and establishing and main - r " ' tainin a program of effective two-way public, and staff. g p � Y • communication. • r 143 0 WORKLOAD MEASURES City of Tigard, Oregon 1998/99 1999/00 2000/01 2001/02 Cityscape published each month 12 12 12 12 City Management Tentative agendas maintained and distributed for review: to staff 52 52 52 52 to Council 12 12 12 12 Council goals are monitored and a Budget Unit: report is issued four times a year N/A N/A 4 4 3120 Number of special cable broadcasts N/A N/A 1 1 Number of Community Connectors N/A N/A 25 80 Volunteer hours contributed N/A N/A N/A 12,000 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 Number of Cityscape articles describing programs or services that contain information or to give input N/A N/A 90% 100% Number of Cityscape issues that are delivered to residents on or before the last Saturday of the month N/A N/A 80% 90% Total increase in number of Community Connectors from last fiscal year N/A N/A 100% 220% Increase in number of press releases that are submitted and then printed by at least one media source N/A N/A N/A 75% Requests for volunteers to perform specific tasks are satisfactorily filled N/A N/A N/A 85% Volunteers perform requested activities in all departments N/A N/A N/A 84% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 A . Administrative Specialist II 0.50 0.50 1.80 1.80 Assistant to City Manager 1.00 1.00 1.00 1.00 City Manager 1.00 1.00 1.00 1.00 City Recorder 1.00 1.00 1.00 1.00 i Exec. Assistant to City Management 1.00 1.00 0.00 0.00 I Volunteer Coordinator 0.00 1.00 1.00 1.00 Total 4.50 5.50 5.80 5.80 144 • . • • . City of Tigard, . Oregon • Actual Actual Adopted Proposed Approved Adopted • City Description 1998/99 1999/00 2000/01 2001/02 2001/0• 2001102 • • Management Personal Services • Positions 4.50 5.50 5.80 5.80 5.80 5.80 • • , Wages $297,257 $311,138 $330,329 $347,395 $347,395 $347,395 • • Overtime 54 0 • 0 0 0 0 • Bud Unit: Benefits 78,112 81,854 90,164 111,277 111;277 111;277 .3120 IIII Total Personal Services $375,423 $392,992 $420,493 $458,672 $458,672 $458,672 • • Materials & Services Water Costs' $0 $0 $0 . $0 $0 $0 • . Prof: & Contract Services 20,788 9,433 16,560 13,910 13,910 13,910 Repair & Maintenance • 462 360 700 0 0 0 • Special Dept. Expense 7,152 10,196 9,385 9,900 14,900 14,900 Small Tools & Equipment 0 0 0 105. 105 ' ' 105 • Office Supplies 8,126 12,320 14,200 10,350 '10,350 :10,350 • Advertising & Publicity 29,093 26,510 . 31,525 31,525 31,525 31,525 Fees /Dues /Subscriptions 2,663 2,942 • 7,850 7,614 7,864 ' 7,864 • Travel & Training 9,397 8,517 11,082 10;748 10,748 10,748 • Fuel Expenses 0 ' 0 0 0 0 0 . Computer Software 0 0 , - 125 149 149 149 0 Rents & Leases 0 0 0 0. 0 0. • Utilities 626 347 475 420 420 . 420 Insurance r 0 0 0 0 . 0 . 0 . 1111 Library'Materials 0 0 0 0 0 0 • Total Materials & Services $78,307 $70,625 $91,902 $84,721 ' $89,971 $89,971 ' • 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 1,629 749 0 0 0 0 • Computer Equipment 6,318 0 0 - 0' 0 0 . Operation Equipment 0 0 0 0 '-o 0- • • Total Capital Outlay $7,947 $749 _ $0 $0 $0 - $0- • • Total Budget Unit $461,677 $464,366 $512,395 $543,393. $548,643 $548,643- ` . - • • • • • • A . . • . , , , • . . • �� • • '• • . 145 Program Results 2001 -02 Goals and Objectives City of Tigard, Oregon *The City attracts, develops, moti- *Negotiate new labor agreements for vates and retains good employees, OPEU and TPOA bargaining units. Human with consideration to economics and Resources effectiveness. ♦ Work with the Finance Department to develop an integrated Human ♦ The City complies with local, state Resources/Finance Information and federal employment laws. System. Budget Unit: • Support and assistance are provided ♦ Set up a position control system for 3130 to internal customers. recruiting/budget/resource planning. Program Description *Continue to provide assistance and advice to department managers and The Human Resources Division supervisors regarding human resource develops and implements policies, issues. programs and services which contrib- ute to the attainment of City and ♦ Enhance use of the Internet and employee goals. The Division Intranet to attract high quality job administors a comprehensive human candidates and increase employee resource system to attract and retain communications /education. the best qualified employees, maintain compliance with employment laws *Update and revise personnel poli- and government regulations, and cies, compensation and benefit pro- provide supervisory personnel with grams, human resources procedures the training, support and assistance to and related items as appropriate. effectively lead. ♦ Review citywide recruitment issues Program services include employee and succession planning needs for the benefit programs; recruitment and next 2 -3 years. selection; job classification; wage administration; labor relations; em- *Develop and present employee ployee training; performance manage- recognition programs and events. ment; employee relations; equal employment opportunity; personnel 2000 -01 Accomplishments records administration; personnel policy development and administra- • Completed update of citywide tion; human resource information Performance. Appraisal System. systems and related services. Addi- tional services include employee *Trained 52 supervisors on new recognition programs, special events, appraisal system. employee communications and publi- Avt . I cations, wellness program, Employee *Completed 100 +, citywide job Assistance Program, and new em- recruitments. ployee orientation. 146 • • • Worked with the Finance Depart- City . of Tigard, ment to complete the development of • Oregon new timesheets and reporting proce- dures. • Human Resources • Presented the 4th annual Employee • Benefit Fair with 130 employees • attending. • • • Presented the annual Employee Budget Unit: Recognition Program with over 100 3130 employees participating. • • • Conducted training for supervisors • and employees on Workplace Vio- • lence, Sexual Harassment, Perfor- • mance Appraisal, and Labor Contract • Administration. Program Highlights • • Human Resources will continue to S assist departments to maximize the • use of their personnel resources • through effective job evaluation and • design, recruitment and selection, • wage and benefit programs, perfor- • mance management, training, policy and contract administration, and employee recognition programs. • • • • • • • • • • • • • el I = - -� • • • • 147 • City of Tigard, WORKLOAD MEASURES Oregon 1998/99 1999/00 2000/01 2001/02 Human Resources Number of recruitments 80 100 100 70 Total number of job applications received 2,500 2,600 2,680 1,100 Budget Unit: Total number of employees attending 3130 City training classes 432 200 225 175 Total number of training classes offered 28 14 12 8 Total' number of City FTE 241.52 252.20 253.88. 260.80 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 Employees successfully completing probation ( %) N/A N/A 75% 75% Employees participating in City events ( %) N/A N/A 35% 40% Employees still employed after 5 years ( %) N/A N/A 65% 70% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Human Resources Assistant 1.00 1.00 1.00 1.00 Human Resources Director 1.00 1.00 1.00 1.00 Senior HR/Telecomm. Analyst 0.50 0.50 0.50 0.00 Senior Human Resources Analyst 1.00 1.00 1.00 2.00 Total 3.50 3.50 3.50 4.00 4riltV 148 • • • City of Tigard, • Oregon • Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • Human • Resources Personal Services • Positions 3.50 3.50 3.50 4.00 4.00 _ 4.00 • Wages $175,607 $182,968 $188,664 $233,194 $233,194 $233,194 4111 Overtime 0 0 0 0 0. 0 • Budget Unit: Benefits 48,243 45,957 48,413 65,796 65,796 65,796 • 3130 Total Personal Services $223,850 $228,925 $237,077 $298,990 $298,990 $298,990 • Materials & Services • Water Costs $0 $0 • $0 $0 $0 $0 • Prof. &'Contract Services 61,896 59,177 56,770 52,125 52,125 52,125 Repair & Maintenance 120 60 0 0 0 0 • Special Dept. Expense 10,700 9,437 12,790 10,400 10,400 10,400 Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 9,398 8,468 19,130. 18,253 18,253 18,253 • Advertising & Publicity 120 572 0 0 •0 0 Fees /Dues /Subscriptions 3,661 4,388 5,612 5,612 5,612 5,612 • Travel & Training 4,256 5,112 12,410 12,300 12,300 12,300 • Fuel Expenses 0 0 0 0 0 0 Computer Software 358 0 0 0 0 0 lb Rents & Leases 0 0 0 0 , 0 0 • Utilities 32 23 0 0 0 0 Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 . Total Materials & Services $90,541 $87,237 $106,712 $98,690 $98,690 $98,690 • 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 2,000 430 0 .0 0 0 • Computer Equipment 2,300 0 0 0 0 0 • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $4,300 $430 $0 $0 $0 $0 • Total Budget Unit $318,691 $316,592 $343,789. $397,680 $397,680 $397,680 • • •• • • • • • • . ` .�� i • V & • r 149 • Program Results ♦ The Division will expand televised City of Tigard, meetings by including the Intergov- Oregon *Network Services provides fast, ernmental Water Board, Citizen reliable communications between Involvement Team, Police Academy Network staff and the public. and other meetings held in Town Hall. Services • The Department is responsible for 2000 -01 Accomplishments insuring that the public receives the most efficient service from City staff *Upgraded the City voice mail Budget Unit: in the areas of computer, telephone system to service staff more effi- 3140 and telecommunications systems. ciently. Program Description ♦Installed the latest software releases in order to provide maximum support During the past year Network Ser- to the staff and to the public. vices has provided a reliable and, for the most part, rapid computer com- • Successfully completed installation munications system. Although beset of a pilot program for televising by a random software problem that Council meetings. caused various computers to slow down, performance was in the 98% ♦Installed more modern data cabling range. The telephone system was in several City buildings in order to interrupted twice by power outages. accommodate today's computer Despite these external interruptions, needs. Network Services succeeded in supplying the public with on -line, on- ♦ Coupling the new cabling to the file time information. servers, the Division installed several state of the art switches. 2001 -02 Goals and Objectives Program Highlights *This year, the Division expects to replace most of the older computers in the City with newer, faster models. Network Services continues to strive These newer computers are required for the fastest, most reliable, computer for proper operation of the latest and voice systems in order to assist software releases in order to provide City staff in better serving Tigard the best in service. citizens. L @T 150 • • • City of Tigard, • Oregon WORKLOAD MEASURES • • Network 1998/99 1999/00 2000/01 2001/02 • Services Number of computers 185 200 225 260 • Number of servers N/A N/A 10 11 • Budget Unit: Volume of data used by City 3140 departments (gigbytes) N/A N/A 50 60 • Number of Police Department • requests for computer assistance N/A N/A N/A 930 • • • EFFECTIVENESS MEASURES • • 1998/99 1999/00 2000/01 2001/02 • Network up -time ( %) N/A N/A 98% 99% • • Trouble calls fixed the first time ( %) N/A N/A 80% 85% • • Police staff rating computer services • as good or excellent ( %) N/A N/A N/A 85% • • • FULL -TIME EQUIVALENT POSITIONS • 1998/99 1999/00 2000/01 2001/02 Network Assistant 1.00 1.00 1.00 1.00 • Network Services Director 1.00 1.00 1.00 1.00 Network Technician 1.00 1.00 1.00 3.00 Police Systems Specialist 0.00 0.00 0.00 1.00 Senior HR/Telecomm. Analyst 0.50 0.50 0.50 0.00 Senior Network Technician 1.00 1.00 1.00 1.00 Web Administrator 0.00 0.00 0.00 1.00 Total 4.50 4.50 4.50 8.00 • 151 City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Network Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 . Services Personal Services Positions 4.50 4.50 4.50 8.00 8.00 8.00 Wages $189,601 $207,343 $219,396 $358,176 $358,176 $358,176 Overtime 7,462 6,807 0 0 0 0 Budget Unit: Benefits 51,091 61,801 67,093 108,065 108,065 108,065 3140 Total Personal Services $248,154 $275,951 $286,489 $466,241 $466,241 $466,241 Materials & Services . Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 32,567 48,347 69,940 39,950 39,950 39,950 Repair & Maintenance 36,801 46,191 31,852 29,120 29,120 29,120 Special Dept. Expense 14 50 0 0 0 - 0 Small Tools & Equipment 0 0 0 420 420 420 Office Supplies 4,584 13,425 183,410 215,642 215,642 215,642 Advertising & Publicity 1,358 814 890 814 814 814 Fees/Dues /Subscriptions 8,884 2,021 27,930 7,595 7,595 7,595 Travel & Training 4,644 , 6,148 13,315 3,015 3,015 3,015 Fuel Expenses 0 0 0 0 0' 0 Computer Software 29,109 117,692 72,687 102,505 102,505 102,505 Rents & Leases 0 0 0 0 0 0 Utilities 458 245 4,176 64,680 64,680 6 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $118,419 $234,933 $404,200 $463,741 $463,741 $463,741 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 12,382 9,960 0 0 0 0 • Computer Equipment 58,751 134,032 26,400 8,000 8,000 8,000 Operation Equipment 0 7,499 0 0 0 0 Total Capital Outlay $71,133 $151,491 $26,400 $8,000 $8,000 $8,000 Total Budget Unit $437,706 $662,375 $717,089 $937,982 $937,982 $937,982 Ah 152 - • • • Program Results vice environment in which personnel as • City of Tigard, well as members of the public can en- • Oregon o safety and security in the course of •The City's assets are protected from joy ty • harm and adverse financial impact. their daily pursuits. • Risk • Management *Prompt, effective and efficient 2001 -02 Goals and Objectives • services are provided to internal and external customers. • Contract Management: Develop a • Contract Manual, which will provide • Budget Unit: Program Description clear direction to staff for contract • 3150 preparation. This will result in the or- ganization using consistent contract lan- This Division provides risk manage- g g • ment services to the City Council and guage, minimizing the need for legal counsel services; and allowing staff to all departments in the City. The • Senior Analyst/Risk Manager reports create contracts in a more time - efficient directly to the City Manager. manner. • • Risk Management provides a compre- •Health & Safety Programs: Protect 0 hensive program which ensures the employees' health and safety by updat- • following citywide results are ing or implementing the following pro - achieved: grams: • • •Protection against the financial con- • Existing Hearing Conserva- 0 sequences of accidental losses that are tion Program • catastrophic in nature. • • New Ergonomic Program. • *Preservation of assets and service ca- • pabilities from loss, destruction, or •Leave Coordination Program: De- depletion. velop a new policy and procedures to • better manage and coordinate all em- •Minimization of the total long -term ployee leave programs (i.e., Workers cost of all activities related to the iden- Comp, FMLA, ADA, LTD). This will 0 tification, prevention and control of ac- result in a leave program that is easier • • cidental losses and their consequences. to understand and implement. • • Creation of a system of internal pro- • Vision Support — 2001: Monitor and 0 cedures providing a constant reassess- report vision accomplishments to ensure • A ttb ment of fluctuating exposure to loss, the program is moving forward in all • loss bearing capacity and available fi- six target areas and the citizens are 0 nancial resources, including insurance; aware of the progress. / ", fillIk and establishment, to the extent pos- • Bible, of an exposure -free work and ser- • • 0 153 0 2000 -01 Accomplishments Program Highlights City of Tigard, Oregon • Successfully negotiated a regional Risk Management will provide train- process for residual solid waste loads ing and assistance to departments in Risk in response to new caselaw from the an effort to reduce exposure of City Management AGG case in federal court. assets and financial capacities. *Developed a sidewalk maintenance program (including inspection, main - Budget Unit: - tenance, response, documentation and 3150 staff training) which, when imple- mented, will protect the City from frivolous lawsuits and protect the citi- zens from potential injury. *Assisted the citizen -based Vision Task Force is successfully updating the Tigard Beyond Tomorrow vision goals. *Provided enhanced contract review and contract negotiation services for departments. This served as back- ground for the development of a Con - tract Manual planned for Fiscal Year 2001 -02. ♦ Provided case management services for successful closure of complex claims. *Provided staff training on OSHA safety required programs, current ADA case law, building security, perfor- mance measurement, ADA Title II implementation, and solid waste man- agement practices. 154 • • City of Tigard, • Oregon WORKLOAD MEASURES • • Risk 1998/99 1999/00 2000/01 2001/02 • Management • Customer Service • Number of risk staff dedicated to risk work 1.08 1.08 1.08 - 1.08, Number of City FTE 241.52 252.20 253.88 260.80 • • Budget Unit: 3150 Administration • Number of documents reviewed • for risk transfer or assessment N/A N/A 10 20 • Number of risk assessment • consultations conducted N/A N/A 50 .125 • Property/Casualty Liability Claims • Number of claims 37 63 14 34 e Number of claims closed 34 59 10 30 • Number of liability claims closed with no payment 18 26 2 . 15 • Fleet • Number of vehicle accidents 22 32 15 35 '• Number of vehicles totaled 1 2 0 0 • Number of preventable auto accidents 11 13 9 12 • Real Property ! Total insured value of City real • property (millions) $27.3 $28.2 $29.0 $30.5 • • Safety Committee • Number of safety hazards identified 39 32 50 . 60 • • Worker's Compensation Number of claims processed 31 41 14 37 • Number of employees with multiple • claims within 12 months N/A 4 1 2 • Number lost workdays 95 118 0 52 • Number of claims resulting in appeal 1 3 1 1 • • • r ji • • • • • 155 • City of Tigard, Oregon EFFECTIVENESS MEASURES Risk 1998/99 1999/00 2000/01 • 2001/02 Management Customer Service Direct customers surveyed who rate risk management services as Budget Unit: good or better ( %) N/A N/A N/A 75% 3150 Administration Contracts out within 24 working hours of request ( %) N/A N/A N/A 70% Assessments conducted within 24 working hours of request N/A N/A 50% 70% Citywide Safety Committee Hazards and deficiencies corrected within sixty days of inspection ( %) 82% 53% 54% 80 %, Worker's Compensation Worker's Compensation experience modification factor 0.94 0.97 1.02 0.91 (1.0 = industry average) FULL TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Risk Management Technician 1.00 1.00 1.00 1.00 Senior Management Analyst/Risk 1.00 1.00 1.00 1.00 Total 2.00 2.00 2.00 2.00 156 • 41 • City of Tigard, • Oregon • Actual Actual Adopted Proposed Approved, Adopted • . Risk Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • Management • Personal Services • Positions 2.00 2.00 2.00 2.00 2.00 2.00 Wages $93,159 $96,658 $102,600 $109,780 $109,780 $109,780 • • Budget Unit: Overtime 0 0• 0 0 0 0 Benefits 30,027 31,396 33,062 36,856 36,856 36,856 • • 3150 . Total Personal Services $123,186 $128,054 $135,662 $146,636 $146,636 , $146,636 • Materials & Services Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 9,249 14,621 15,950 21,025 21,025 21,025 • Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 54 473 0 0 0 0 • Small Tools & Equipment 0 0 0 210 210 210 • Office Supplies 7,252 2,745 3,150 4,900 4,900 4,900 Advertising & Publicity 0 0 0 0 0 0 • Fees /Dues /Subscriptions 1,363 1,628 1,230 1,375 1,375 1,375 • Travel & Training 2,710 3,587 5,725 5,085 5,085 5,085 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 258 238 270 200 200 200 • Insurance 199,822 195,433 246,075 249,785 249,785. 249,785 • Library Materials 0 0 0 0 0 0 • Total Materials & Services $220,708 $218,725 $272,400 $282,580 $282,580 $282,580 • Capital Outlay III 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 0 774 0 0 0 0 Computer Equipment 0 0 0 0 0 0 • Operation Equipment 0 0 0 0 ,0 0 • • Total Capital Outlay $0 $774 $0 $0 . . $0 $0 • • Total Budget Unit $343,894 $347,553 $408,062 $429,216 $429,216 $429,216 , • • • • • • • .y. ti ll • • • S 157 • ' City of Tigard, Oregon Finance Department FINANCE Finance Administration Financial Operations Administrative Services Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 # Positions 19.50 21.00 23.75. 24.80 24.80 24.80 ' Personal Services $879,292 $985,074 $1,191,477 $1,329,420 $1,329,420 $1,329,420 Materials & Services 325,939 320,752 373,503 . 462,299 "462,299 462,299 Capital Outlay 14,529 18,426 0 0 0 0 Total Finance -by Category $1,219,760 $1,324,252 $1,564,980 $1,791,719 $1,791,719 $1,791,719 • Budget By Division Finance $99,027 $105,682 $176,465 $273,149 $273,149 $273,149 Financial Operations 591,420 643,140 693,035 809,870 809,870 809,870 Administrative Services 529,313 575,430 695,480 708,700 708,700 708,700 Total Finance - by Division $1,219,760 $1,324,252 $1,564,980 $1,791,719 $1,791,719 $1,791,719 Budget By Fund General Fund $192,076 $180,820 $269,028 $266,827 $266,827 $266,827 � Central Services Fund 1,027,684 1,143,432 1,295,952 1,524,892 1,524,892 1,524,892 4 . 1 II Total Finance - by Fund $1,219,760 $1,324,252 $1,564,980 $1,791,719 $1,791,719 $1,791,719 158 Program Results S City of Tigard, *Enhance support to departments for • Oregon *The City builds and maintains a annual rate reviews and rate setting e strong financial position. • *Provide more active support to Finance •The Finance Department contrib- departments in dealing with financial • Administration utes to the attainment of the Tigard issues. e Vision and supports Council and • departmental operational goals. *Develop citywide capital financing strategy. Program Description 0 *Update City's cost allocation plan. • Budget Unit: The Director of Finance reports 3210 directly to the City Manager and is *Enhance franchise management by • responsible for all financial transac- actively reviewing all franchises for 0 tions of the City. This budget unit compliance and initiating a regular • supports the activities of the Director. audit program. The Finance Department includes 0 Finance Administration, Financial 2000 -01 Accomplishments • Operations, and Administrative • Services. ♦ Enhanced Finance Administration! Financial Operations support functions 0 Activities of the Finance Administra- to improve paper flow, to file and • tion budget unit include the annual maintain key financial records, and to budget process; long range financial free other staff to concentrate on II planning; review and processing of enhanced customer service. • all requests for new utility franchises • from the City; financial advice to the ♦ Improved and enhanced the financial City Council, boards and committees, planning and budgeting processes. • and departments; the management • and issuance of debt for general and *Developed and conducted a long • enterprise activities; and the invest- range planning/priority setting exercise ment of public funds. for Executive staff. • • The Finance Department is actively *Developed a consortium of 24 cities working to anticipate issues and to to conduct a review of franchise fees 0 develop policies and procedures to paid by Portland General Electric. 40 allow the City to deal with these • issues as they occur. The Depart- *Updated City's cost allocation plan. • ment has, therefore, been more active in addressing policy and process. In *Enhanced support to departments for 0 addition, external factors such as the annual rate reviews and rate setting. • growth in the number of telecommu- nications companies requesting Program Highlights • franchises from the City of Tigard 0 have also significantly affected the The Division has worked hard to workload of this unit. enhance and improve the City of Tigard's financial management pro • 2001 -02 Goals and Objectives cess. These efforts will continue in FY 0 2001 -02 with particular focus on ♦ Develop a catalog of all city fees revenue systems and franchise manage- • / f � l and charges and develop a process to ment. In addition, the Finance Depart- 0 ' ,5:, review these fees and charges on a ment will develop an Request For 0 regular basis. Proposal to replace or upgrade the City's finance and human resources • software systems. • • 159 • WORKLOAD MEASURES City Of Tigard, Oregon 1998/99 1999/00 2000/01 2001/02 Finance Number of franchise audits 0 0 0 1 Administration Number of funds managed 25 26 26 29 Number of budgetary units (divisions) 34 34 33 33 Budget Unit: Number of City franchises 9 9 14 ,16 3210 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 Average return on City investment pool N/A N/A 6.0% 5.5% The City's general obligation bond rating is Al or higher Al Al Al Al Number of departments rating Finance Department services as good or excellent N/A N/A 3 7 Tigard receives the GFOA Distinguished Budget Presentation Award Yes Yes Yes Yes Change in franchise fee collections: Electric 4.32% 0.00% 3.46% 26.75% Telephone 29.61% (0.03 %) 8.66% 2.00% Natural Gas 13.62% 16.00% (0.10 %) 38.72% Solid Waste (0.01%) (0.01%) 8.51% (0.27 %) Cable TV 40.46% (0.16 %) (0.06 %) 6.83% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Director of Finance 1.00 1.00 1.00 1.00 Senior Administrative Specialist 0.00 0.00 1.00 1.00 atr."111 ma ,�'� N imma Senior Budget Analyst 0.00 0.00 0.00 1.00 Total 1.00 1.00 2.00 3.00 160 • • • City of Tigard, • Oregon • Actual Actual Adopted Proposed Approved Adopted • Finance Descriptio 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • Administration • Personal Services • Positions 1.00 1.00 2.00 3.00 3.00 3.00 • Wages $65,165 $73,481 $116,426 $165,349 $165,349 $165,349 • Overtime 71 86 - 500 257 257 257 Budget Unit: Benefits 17,689 12,429 28,079 45,423 45,423 45,423 • 3210 T • otal Personal Services $82,925 $85,996 $145,005 $211,029 $211,029 $211,029 Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 3,802 7,608 21,500 39,000 39,000 39,000 • Repair & Maintenance 0 53 0 0 0 0 • Special Dept. Expense 21 173 20 36 36 36 Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 543 1,898 750 7,500 7,500 7,500 • Advertising & Publicity 2,064 5,076 3,125 6,975 6,975 6,975 Fees /Dues /Subscriptions 4,725 800 2,475 1,525 1,525 1,525 • Travel & Training 4,073 1,588 3,590 6,874 6,874 6,874 • 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 33 23 0 210 210 210 • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 • Total Materials & Services $15,261 $17,219 $31,460 $62,120 $62,120 $62,120 • • 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 841 2,467 0 0 0 0 • Computer Equipment 0 0 0 0 0 0 • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $841 $2,467 $0 $0 $0 $0 • Total Budget Unit $99,027 $105,682 $176,465 $273,149 $273,149 $273,149 • • • • • A • • _ai l (il - • J • • • 161 • Program Results ♦ Review rates and penalties (business City • of Tigard, tax and other miscellaneous revenues) ♦ The Division contributes to the and make appropriate recommenda- Oregon Finance Department's overall desired tions for change to City management result of building and maintaining a and Council. Financial strong financial position for the City. ♦ Conduct a business process review Operations *Financial and management report- to improve customer service and ing to City departments that meets identify needed process improve - both local budget law and general ments. governmental accounting standards as well as meeting informational needs ♦ Conduct a biannual review of the Budget Unit: of City programs. City's purchasing rules to remain in 3230 compliance with state laws and revise • Support of City programs and rules where appropriate. departments in minimizing or reduc- ing the cost of doing business through ♦Implement outsourcing of utility effective purchasing and contracting billing receipting process. initiatives. ♦ Implement online payment option *Maximize revenue sources to the for utility billing customers. City. 2000 -01 Accomplishments Program Description ♦ Implemented an automated lien This Division includes utility billing, search system available to all title accounts receivable, accounts pay- companies. able, payroll, fixed assets, lien searches, inventory, general ledger, *Developed and implemented an business tax, centralized purchasing, Access -based special assessments special assessments billing, and the billing module. preparation of financial and special request reports. *Request for Proposals were made available on the City's web page. The major factors affecting the budget for FY 2001 -02 will be the need to ♦ Received the Government Finance implement GASB 34; provide cus- Officer's Association (GFOA) Award tomers with more options to pay their for Excellence in Financial Reporting utility bill by implementing an online for FY 1999 -00. billing payment webpage; and outsourcing of the receipting of water •Completed the annual audit and payments. issued the Comprehensive Annual Financial Report for FY 1999 -00. 2001 -02 Goals and Objectives Received the GFOA award for this report. ♦ Implement GASB 34 requirements before July 1, 2002. Program Highlights ♦ Complete annual audit and issue The overall goal and purpose of this Comprehensive Annual Financial Division is to provide good customer Report by November 15, 2001. service to both internal and external customers. During FY 2001 -02, the *Participate in the City's annual Division plans to conduct a business budget process with adoption by the • process review that will analyze and •� �I� I Council before July 1, 2002. document what process /software V "'' changes might be needed in the financial software system. 162 • • • City of Tigard, • Oregon WORKLOAD MEASURES • Financial 1998/99 1999/00 2000/01 2001/02 • Operations • Payroll checks processed 6,100 7,200 7,200 6,800 • • Accounts payable checks N/A N/A 7,800 7,956 • Budget Unit: • 3230 Check requests /invoices processed N/A 19,200 21,530 20,808 • Number of water accounts N/A N/A 16,400 15,872 • • Number of utility bills sent 93,000 96,000 98,300 102,528 • • Number of water meters sold N/A 450 365 350 • Number of purchase orders processed 985 1,000 1,050 1,071 • • Number of business tax accounts N/A 2,913 3,030 3,050 • • Size of investment pool • (LGIP and 3rd Party) • (millions) $39.2 $32.0 $35.0 $35.0 • • EFFECTIVENESS MEASURES • • • 1998/99 1999/00. 2000/01 2001/02 • • Financial Reports accurate and • released on time N/A N/A 85% 100% • Council and departmental requests • for information/analysis responded • responded to within 1 week ( %) N/A N/A 90% 90% 414,1 411 t • • • • • • • • 163 • City of Tigard, Oregon EFFECTIVENESS MEASURES (CONT.) Financial Operations 1998/99 1999/00 2000/01 2001/02 Ratio of current water bills 60 days past due to total billed N/A N/A 2% 2% Budget Unit: Payroll processing, distribution, and 3230 reporting is accurate and prepared and released on time N/A N/A 100% 100% Ratio of nonpayment of Business Tax to total accounts N/A N/A 2.60% 2.00% Number of departments rating Financial Operations Division service as good or excellent N/A N/A 7 7 Receive GFOA Award - Consolidated Annual Financial Report Yes Yes Yes Yes FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Accounting Assistant II 3.00 3.00 3.00 2.00 Budget and Fin. Operations Mgr. 1.00 1.00 1.00 1.00 Budget/Finance Analyst 1.00 1.00 1.00 1.00 Buyer 1.00 1.00 1.00 1.00 Senior Accountant 0.00 1.00 1.00 1.00. Senior Accounting Assistant 3.00 3.00 3.00 4.00 Utility Worker H 0.00 0.00 0.75 0.80 Total 9.00 10.00 10.75 10.80 L id ' I l r -4 __.. 164 • • • City of Tigard, • Oregon • Actual Actual Adopted Proposed Approved Adopted • F Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • Operations • Personal Services • Positions 9.00 10.00 10.75 10.80 10.80 10.80 '• Wages $315,412 $365,088 $418,680 $445,865 $445,865 $445,865 • Overtime 3,461 16,447 1,500 4,110 4,110 4,110 Budget Unit: Benefits 96,048 106,686 135,115 160,056 160,056 160,056 • 3230 Total Personal Services $414,921 $488,221 $555,295 $610,031 $610,031 $610,031 • • Materials & Services Water Costs $0 $0 . $0 $0 $0 $0 • Prof. & Contract Services 64,480 116,382 82,221 115,117 115,117 115,117 • Repair & Maintenance 5,491 2,371 ` 2,150 1,960 1,960 1,960 Special Dept. Expense 28 44 810 1,726 1,726 1,726 . • Small Tools & Equipment 0 0 0 14,120 14,120 14,120 • Office Supplies 57,586 13,735 34,680. 47,759 . 47,759 47,759 Advertising & Publicity 1,376 1,615 3,125 2,605 2,605 2,605 • Fees /Dues /Subscriptions 3,043 4,072 4,186 4,348 4,348 4,348 • Travel & Training 4,682 5,261 9,922 11,454 11,454 11,454 Fuel Expenses 0 34 546 ' 650 650 650 • Computer Software 32,090 2,400 0 0 0 0 Rents & Leases 1,077 0 0 0 - 0 0 Utilities 0 40 100 100 100 100 • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 • Total Materials & Services $169,853 $145,954 $137,740 $199,839 $199,839 $199,839 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 2,942 8,965 0 0 0 0 Computer Equipment 3,704 0 0 0 0 0 • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $6,646 $8,965 $0 $0 $0 $0 • Total Budget Unit $591,420 $643,140 $693,035 $809,870 • $809,870 $809,870 . • • • • • • • • I • . 0 • 165 5 Program Results ♦ Provide data entry support for City of Tigard, increased traffic citation volume. Oregon ♦ The Office Services section sup- ports Council and departmental 2000 -01 Accomplishments Office operational goals through mail processing, direction of incoming ♦A room use customer satisfaction Services calls, completing work projects and survey was completed. desktop publishing services. ♦ A customer service survey was •The City's Internet site is easy to posted on the web site to get Budget Unit: navigate and provides the public with customer's input on the information 3320 comprehensive information about the they would like provided. City's function and programs. ♦ The Tigard Municipal Code was ♦ The public is provided access to added to the web site. City meeting rooms. *The City's web site was updated Program Description with redesigned pages, new pages, surveys, added forms and links to The section provides citywide sup- relevant sites. port to departments through mail services, switchboard coverage, •.The Web Steering Committee coordination of copier maintenance, continued to work to meet City general clerical services, data entry Council's goal of expanding the use of and desk -top publishing. Develop- the City's web site. The Committee ment and maintenance of the City's established a list of 27 functions website is also provided through beneficial to the public and to make Office Services. the site more interactive. 2001 -02 Goals and Objectives Program Highlights ♦ Coordinate the annual Finance The City's web site will continue to Department customer service survey. be a major focus this year. Staff will Implement changes to respond to work with members of each depart- customer ♦Conduct concerns customer or service survey needs. ment Staff to will identwork ify inforwith mationthe public . that to may be added to the web site. As appropri- ♦ Continue to work with the Web ate, feedback from the survey will be Steering Committee to further the incorporated into the web site. Council task of expanding the use of the City's web site. Office Services will continue to provide clerical support to the depart- ♦ Continue to work with City Man- ments, including switchboard and agement to implement the paperless mail services. Council meeting. "° OA I related to the room reservation meet their room use needs. process. 166 • • • City of Tigard, WORKLOAD MEASURES • Oregon r 1998/99 1999/00 2000/01 2001/02 • Office Average number of calls per day 525 476 450 520 • Services • Average number of work projects • per month N/A N/A 75 77 r • Budget Unit: Average number of pieces of mail 3320 sent per month 5,207 6,280 6,600 6 • Average number of hours spent on room reservations per month N/A N/A 30 30 5 Average hours per month spent developing and maintain the City's Web site 9 15 20 40 0 S EFFECTIVNESS MEASURES 0 1998/99 1999/00 2000/01 2001/02 • Staff rating Office Services response and accuracy as good or excellent ( %) N/A N/A 89% 90% • • Outside users of City rooms • rating customer service as good or excellent ( %) N/A N/A 80% 90% . Users that return to the City's r web site for information ( %) N/A N/A 30% 40% • • • FULL -TIME EQUIVALENT POSITIONS. • • 1998/99 1999/00 2000/01 2001/02 • Administrative Specialist I 1.00 1.00 1.00 1.00 AM Administrative Specialist II 1.00 1.00 1.00 1.00 Information Processing Tech. 1.00 1.00 1.00 1.00 • PBX Operator 1.00 1.00 1.00 1.00 ALI r Tota l 4.00 4.00 4.00 4.00 • 0 • 167 0 City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Office Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Services Personal Services Positions 4.00 4.00 4.00 4.00 4.00 4.00 Wages $122,090 $122,110 $129,811 $131,228 $131,228 $131,228 Budget Unit: Overtime 242 29 0 103 103 103 3320 Benefits 37,038 38,139 43,829 45,488 45,488 45,488 Total Personal Services $159,370 $160,278. $173,640 $176,819 $176,819 $176,819 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 2,251 14,860 1,400 7,500 7,500 7,500 Repair & Maintenance 1,246 1,576 1,175 1,015 1,015 1,015 Special Dept. Expense 12 24 20 48 48 . 48 Small Tools & Equipment 0 0 0 105 105 105 Office Supplies 55,782 73,091 86,300 88,800 88,800; 88,800 Advertising & Publicity 0 432 0 0 0 0 Fees /Dues /Subscriptions 0 0 0 0 0 0 Travel & Training 578 1,585 1,385 1,275 1,275 1,275 _ Fuel Expenses 227 313 225 0 0 0 Computer Software 298 0 0 0 0 0 Rents & Leases 1,470 1,584 2,000 1,590 1,590 1,590 Utilities 26 0 0 100 100 100 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 . ' Total Materials & Services $61,890 $93,465 $92,505 $100,433 $100,433 $100,433 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 375 2,653 0 0 0 0 Computer Equipment 5,108 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay $5,483 $2,653 $0 $0 $0 $0 Total Budget Unit $226,743 $256,396 $266,145 $277,252 $277,252 $277,252 �IJ j 168 • • Program Results *Keep microfilming of records • City of Tigard, current and archival security film 0 Oregon *The Records section supports stored with the State Archivist's 0 Council and departmental operational office. • Records goals by managing semi - active and inactive records. Provides staff with 2000 -01 Accomplishments • - access to stored records as need. *Provided assistance in preparing the • ♦ Provides the public with access to Tigard Municipal Code to . be put on • Budget Unit: City records in a timely manner. the Intranet and Internet.. • 3330 • *Protects City records, with long *Provided back -up assistance to City • term retention requirements, through Management during the election. • microfilming. ♦ The off -site records center was 9 *Litigation support is provided inventoried to the box level. This has • through centralizing the gathering, helped Records staff respond to • documenting and providing of materi- requests more efficiently. • als for the City to respond to lawsuits. • *Continuation of the microfilming Program Description program. • The Records section provides •Archival security microfilm was • citywide support for file management, sent to the State Archivist's office for • records retrieval, coordination of storage. • litigation records, document prepara- tion and microfilming of records and Program Highlights • coordination of records for destruc- tion. The Records section will continue to • provide services to all City depart- • 2001 -02 Goals and Objectives ments through support of their records • management efforts. When depart- • ♦Identify records in the records center mental records are sent to the Records • that have met retention requirements. section they will be logged and reten- tion periods assigned. This informs- ♦ Complete bi- annual record destruc- tion will facilitate retrieval of files and 0 tions. aid in the destruction process. • • ♦ Expand inventory of off -site boxes Litigation - related files will be gath- to the file level. ered, stored and tracked by staff. • • Continue to provide staff training on To protect records with long -term • records issues, file storage and reten- retention, the records will be micro- • tion. filmed and copies of the microfilm • � ry �I stored with the State Archives. • • • • 169 5 WORKLOAD MEASURES City of Tigard, Oregon 1998/99 1999/00 2000/01 2001/02 Records Number of incoming records entered in to the file system per month 130 323 183 200 Average length of time required to provide records (minutes) 45 63 60 60 Budget Unit: 3330 Average number of records requests per month 59 59 70 75 Hours per month spent preparing records for microfilming and checking film 30 50 63 60 Cubic feet of records destroyed in annual destruction 312 150 200 150 EFFECTIVENESS MEASURES 1998/99 1999/00 2000/01 2001/02 Requests responded to within one hour ( %) N/A N/A '75% 75% Microfilmed records to archives for storage ( %) N/A N/A 75% 100% Records meeting minimum retention requirements destroyed ( %) N/A N/A 60% 70% In -house users rating customer service as good or excellent ( %) N/A N/A 90 % 95% FULL -TIME EQUIVALENT POSITIONS 1998/99 1999/00 2000/01 2001/02 Administrative Services Manager 0.50 0.50 0.50 0.50 Administrative Specialist I 1.00 1.50 1.50 1.50 Senior Administrative Specialist 1.00 1.00 1.00 1.00 Total 2.50 3.00 3.00 ' 3.00 170 • • City of Tigard, • Oregon 0 Actual Actual. Adopted Proposed Approved Adopted r Records Description 1998/99 1999/00 2000/01 2001/02 •2001/02 2001/02 • • Personal Services O Positions 2.50 3.00 3.00 3.00 3.00 3.00 • Budget Unit: Wages $76,617 $90,641 $98,985 $105,344 $105,344 $105,344. 3330 Overtime 330 195 0 0 0 0 • Benefits 22,899 29,284 35,153 38,691 38,691 38,691 • Total Personal Services $99,846 $120,120 $134,138 $144,035 $144,035 $144,035 • Materials & Services • Water Costs $0 ' $0 $0 ` $0 $0 $0 • Prof. & Contract Services 3,882 6,998 14,000 12,500 12,500 12,500 • Repair & Maintenance 646 887 1,200 500 500 500 Special Dept. Expense 0 0 20 36 36 36 Small Tools & Equipment 0 . 0 0 0 0 0 • Office Supplies 1,138 2,471 4,639 2,300 2,300 2,300 Advertising & Publicity 246 0 0 0 0 0 Fees /Dues /Subscriptions 2,372 2,255 2,300 .2,350 2,350 .2,350 Travel & Training 2,158 1,907 3,350 2,200 2,200 2,200 • Fuel Expenses 0 0 0 0 - 0 0 Computer Software 0 0 0 0 0 0 - • Rents & Leases 0 0 660 700 700 700 Utilities 0 0 0 0 0 0 Insurance 0 0 0 0 0' 0 • Library Materials 0 0 0 0 0 0 ' MIP Total Materials & Services $10,442 $14,518 $26,169 $20,586 $20,586 $20,586 • • Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 ill Building & Improvements 0 0 0 0 0 0 • Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 206 3,576 0 0 0 0 • Computer Equipment 0 0 0 0 0 0 • Operation Equipment 0 0 0 0 0 0 . • Total Capital Outlay $206 $3,576 $0 $0 $0 $0 • . Total Budget Unit $110,494 $138,214 $160,307 $164,621 $164,621 $164,621 . 0 • I . I 41 • tiL ; 0 e 4 171 Program Results ♦ Hire and train an additional em- City of Tigard, ployee to help process the increased Oregon The Municipal Court section furthers caseload resulting from photo radar the attainment of the Tigard Vision: enforcement. Municipal *Provides local court services for the •Increase Court hours to accommo- Court convenience of the public and police date additional customers. Consider officers. court time outside of regular business hours. *Promotes public safety by process- ing citations in a fair, efficient and Continue to study feasibility of Budget Unit: courteous manner. processing misdemeanor and certain 3340 juvenile cases through Municipal ♦ Promotes public appreciation of Court. traffic laws and safe driving on City *Quickly respond to relevant changes streets and highways. in Oregon law following the 2001 legislative session. ♦ Enforces the provisions of the Tigard Municipal Code relating to 2000 -01 Accomplishments nuisance, building -code, licensing and other violations. ♦ FullCourt software upgrade was successfully implemented. Program Description ♦ The collection process was reviewed Tigard Municipal Court provides a and pre - collection process was local forum for the resolution of brought back in- house. A new service parking and minor traffic citations, provider for regular collections was limited misdemeanors, and civil implemented. Online account submit- infractions. The majority of cases tal was implemented. heard in Municipal Court are traffic infractions. This next fiscal year the •The Court section of the City's web program will be expanded to process site was updated. To assist customers, citations issued through the Police statute language was added for the Department's photo radar enforce- most common violations. ment program. ♦ Revised and updated all court rules 2001 -02 Goals and Objectives to improve customer service and promote efficient disposition of cases. . ♦ Process photo -radar citations in a Program Highlights timely and efficient manner, while maintaining a high level of customer The Municipal Court will continue to service. provide local court services to Tigard citizens and to citizens cited within ♦ Study feasibility of implementing the City limits for minor violations. software to allow customers to pay and send correspondence to the Court Municipal Court will support the over the Internet. . Police Department's endeavors to ,' ;4,' l lower speeds and increase safety by processing photo radar enforcement citations at the local level. 172 • • • • City of Tigard, • Oregon WORKLOAD MEASURES • • Municipal 1998/99 1999/00 2000/0.1 2001/02 • Court Number of traffic citations processed 7,653 6,086 5,500 5,500 • • Number of photo enforcement traffic • citations processed 0 0 4,500 6,000 • Budget Unit: 0 3340 Number of cases in which license was . .. • suspended for failure to pay fine 862 1,200 1,900 1,725 ` Number of trials per year docketed 877 695 . 855 . 1,035 • • Average fine amount collected $49 $60 $55 $50 • • • • EFFECTIVENESS MEASURES • • 1998/99 1999/00 . 2000/01 2001/02 • • Cases disposed of within 90 • days of issuance of citation ( %) N/A N/A 90% - 85% • Assessed fines collected within - • 30 days of imposition ( %) N/A N/A 70% 75% • • Cases suspended for failure to (! pay ( %) N/A - N/A .15% 14% • . • • FULL -TIME EQUIVALENT POSITIONS 0 • 1998/99 1999/00 2000/01. 2001/02 , • Administrative Services Manager 0.50 0.50 0.50 ' -0.50 • Administrative Specialist I 0.50 0.50 0.50 0.50 . • Administrative Specialist II 2.00 2:00 3.00 3.00 • Total 3.00 3.00 4.00 4.00 • ' , Ziti 1 i 1' • • • • 173 - • City of Tigard, Oregon Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Municipal Court Personal Services , Positions 3.00 3.00 4.00 4.00 4.00 4.00 Wages $94,158 $95,543 $133,234 $136,024 $136,024 $136,024 Overtime 112 0 0 0 0 0 Budget Unit: Benefits 27,960 34,916 50,165 51,482 51,482 51,482 3340 Total Personal Services $122,230 $130,459 $183,399 $187,506 $187,506 $187,506 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 60,378 43,521 71,900 68,200 68,200 68,200 Repair & Maintenance 60 30 0 0 0 0 Special Dept. Expense 0 0 65 61 61 61 Small Tools & Equipment 0 0 0 0 0 • 0 Office Supplies 2,050 2,783 8,494 - 5,610 5,610 5,610 Advertising & Publicity 437 0 300 0 0 0 Fees /Dues /Subscriptions 329 839 355 360 360 360 Travel & Training 1,539 2,423 4,515 5,090 5,090 5,090 Fuel Expenses 0 0 0 0 0 . 0 Computer Software 3,700 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 $68,493 $49,596 $85,629 $79,321 $79,321 $79,321 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 1,353 765 0 0 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay $1,353 $765 $0 $0 $0 $0 Total Budget Unit $192,076 $180,820 $269,028 $266,827 $266,827 $266,827 ,,,,,,,,,t,,,0;,,,,,,,,, J , . 174 •••••••40 0 !. 40•••• WOAD! ••.•••••••0•••0••••••••9•• a 0 oA a) O V • City of Tigard, Oregon General Government Organization Chart 175 FTE Summary 176 Citywide Support 177 City Attorney 178 r� •••••••••!•••••• ••••••:• 0 la o 4 7 i 1 O 0 a GENERAL 04 .,, 1 , 1 GOVERNMENT Citywide Support City Attorney . . 175 • , • This program includes citywide expenditures that are not easily attributable to, • City of Tigard, specific activities within the operating program. The expenditure history Oregon includes costs such as utility charges, regional government dues and other • . miscellaneous costs. Beginning in FY 2000=01, these costs were transferred to . • the budget unit that more directly benefited from the services received. The • General only item remaining are those costs for the City Attorney that are not directly Government tied to a specific program or department. • • • • Actual Actual Adopted Proposed Approved Adopted • Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 • # Positions 0.00 0.00 0.00 0.00 0.00 • 0.00 • • • Personal Services $0 $0 $0 $0 $0 $0 • Materials & Services 344,372 281,697 50,000 25,000 25,000 25,000 • Capital Outlay 0 0 0 0 0 0 Total Non - Departmental - by Category $344,372 $281,697 • $50,000 $25,000 $25;000 $25,000 • Budget By DivIsion ' • S • Citywide Support $206,031 $248,557 $0 $0 $0 $0 . City Attorney 138,341 33,140 , 50,000 25,000 . 25,000. 25,000 . • Total Non - Departmental - by Division $344,372 $281,697 $50,000 $25,000 , $25,000 , $25,000 • • Budget By Fund • Central Services Fund $344,372 $281,697 $50,000 $25,000 $25,000 $25,000 • Total Non - Departmental - by Fund $344,372 $281,697 $50,000 $25,000 $25,000 $25,000 10 • • • • • • • • • • • • • • • • • . Y • • • • 176 • • City of Tigard, Oregon ■ Actual Actual Ad Proposed Approved Adopted Citywide Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Support 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 Budget Unit: Benefits 0 0 0 0 0 0 4100 Total Personal Services $0 $0 $0 $0 $0 $0 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 1,967 700 0 0 0 0 Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 0 5,000 0 0 0 0 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 2,173 1,922 0 0 0 0 Advertising & Publicity 0 0 0 0 0 0 Fees /Dues /Subscriptions 30,295 26,743 0 0 0 0 Travel & Training 0 0 0 0 0 0 Fuel Expenses 0 0 0 0 0 .0 Computer Software 0 0 0 0 0 0 Rents & Leases 0 0 0 0 0 0 Utilities 171,596 214,192 0 0 0 0 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $206,031 $248,557 $0 $0 $0 $0 Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 0 0 0 0 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay $0 $0 $0 $0 $0 $0 Total Budget Unit $206,031 $248,557 $0 $0 $0 $0 A . 414 10 4, t 177 0 • • City of Tigard, - • Oregon . • Actual Actual Adopted Proposed Approved Adopted - • Description . 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 City Attorney • • Personal Services • - Positions 0.00 0.00 0.00 0.00 0.00 0.00 • Budget Unit: Wages $0 $0 $0 $0 $0 $0 • Overtime 0 0 0 0 0 0 4200 Benefits 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 138,341 33,140 50,000 25,000 25,000 25,000 • Repair & Maintenance 0 0 0 0 0 0 • Special Dept. Expense 0 0 0 0 0 0 Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 0 0 0. 0 0 0 • • Advertising & Publicity 0 0 0 0 . 0 0 Fees /Dues /Subscriptions 0 0 . 0 0 0 0, Travel & Training 0 0 0 0 0 0 • Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0 0 0 .0 • Rents & Leases 0 0 0 0 0 0 i 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 $138,341 $33,140 $50,000 $25,000 $25,000 $25,000 • Capital Outlay • Land & Improvements ' $0 $0 $0 • $0 $0 $0 • Building & Improvements 0 0 0 0. 0 0 . Vehicles 0 ' 0 0 0 0 ' '0 Office Furniture & Equipment 0 0 0 0 0 0 • Computer Equipment 0 0 0 • 0 0 0 • Operation Equipment 0 0 0 0 0 0 - _ • Total Capital Outlay $0 $0 $0 $0 . $0 . $0 • Total Budget Unit $138,341 $33,140 $50,000 $25,000 $25,000 $25,000 ' • • . • • • • • . • . • • 178 • City of Tigard, Oregon Capital Improvements Capital Improvement Program Summary 179 Summary of Capital Projects 181 Five Year Capital Improvement Plan 182 A ppi'0 • • • • • • • • • • • • • • • • • • • A VON • • • • • AAAA t =ral • City of Tigard, Oregon • • • • • • • • • • • • • • • • • CIP PROCESS While the CIP process is progressing, City of Tigard, the Budget process is also underway. Oregon The Capital Improvement Program The budget includes the total (CIP) is managed and directed by the appropriations for capital Capital City Engineer who reports directly to improvements in each fund for the Improvement the City Manager. first year of the CIP. The CIP specifies which projects will be Program The CIP is developed through a completed with those appropriations Summary process separate from, but parallel to within each fund. The hearings before the Budget process. The CIP process the City Council are generally held on begins in February each year with the same night because of the close estimates of available capital link between the two. resources in each fund prepared by the Finance Department. The Capital Improvement Program includes projects related to City The City Engineer prepares a list of Facilities, the Streets System, the potential projects for each project Parks System, the Sanitary Sewer category and presents the information System, the Storm Drainage System, along with the estimates of available and the Water System. funding to the Citizen Involvement Team (CIT). This process gives citizens the opportunity to discuss the OPERATING COSTS CIP proposal, add projects and prioritize projects. Capital improvements require future expenditures for operations and After input is gathered from the CIT, maintenance. In some instances (such the City Engineer develops the CIP as a new facility) operating costs will showing the list of projects to be increase. In other instances (such as completed in each future year for each replacing outmoded equipment) project category. The draft CIP is operating costs may decrease. The then presented to the City Planning CIP process includes discussions Commission, which conducts a public about the future operating costs of hearing to solicit further public improvements and such costs are comment on the program. The draft reflected in the operating budget each CIP is also presented to the Budget year. The following discussion Committee in an informational summarizes anticipated operating briefing. Once approved by the costs impacts within each capital Planning Commission, the CIP is improvement system: presented to the Tigard City Council at another public hearing. After this City Facilities System Program final hearing and the consideration of any amendments, the CIP is approved The major impact on FY 2001 -02 . by the City Council. Approval by the operating costs in the City Facility ' � ' +h\ City Council designates the specific System Program is the Niche HVAC 1 . projects that will be completed in the replacement project. The current coming year. HVAC system is old and requires a 179 • • high level of maintenance. fees paid by the newly served City, of Tigard, Replacing the system with a new, customers. • Oregon more efficient HVAC unit should • reduce operating costs. Other Street System Program • Capital projects in this program should have III Improvement minimal operating cost impacts. The operating cost impact of th • projects in the Street System Program Program The new Library project will have is mixed. Projects which expand the Summary significant operating cost impacts in City's inventory of streets generally • the future. The project envisions the will.increase operating costs for .• construction of a, new, larger library sweeping and road maintenance. Many building, which will require ongoing projects, however, address existing utility, operations and maintenance deficiencies in the street system, • costs. This project is still in the improve drainage, and install curbs and ' design phase, so no estimates for sidewalks. Fully improved street with future operating cost impacts are curbs and sidewalks are generally • presently available. easier to maintain than less developed streets. 0 Parks System Program 0 Storm Drainage System Program • Park projects tend to have the most direct effect on the operating budget Projects . within this system are b • ecause most park improvements generally designed to address erosion require ongoing maintenance, and storm drainage problems. Projects 0 especially those involving grass and will therefore have a generally positive 0 landscape areas. The Cook Park impact on operating costs. Some of • expansion is a several year process of these projects will carry increased • adding ballfields, bathrooms and operating costs but will offset problems • parking areas to the park. downstream. Other projects, such as • wetlands mitigation, will address Sanitary Sewer System Program problems with minimal ongoing cost. • The impact of the Sanitary Sewer Water System Program • System Program on operating costs is • also mixed. Many of the projects in Like the Street and Sanitary Sewer • this program (such as the Bonita Rd Systems, the impact of the Water • at Milton Ct. project) are designed to System Program CIP on operating address long- standing maintenance costs is mixed. Several projects call • problems, and will reduce operating for the replacement of old, high maintenance costs. At the same time, maintenance waterlines, which will 0 projects such as the Neighborhood tend to reduce operating costs. Other 0 and Commercial Area Sewer projects are designed to install 4 Extensions will install new sewer technology improvements or new 40 1/41110 lines. The increase in the number of techniques to address system needs at -A L sewer lines will increase operating lower costs. Finally, some projects costs, but these costs will be offset by will expand the system by installing new water lines. • 0 180 . City of Tigard, Oregon CIP System Summary Summary of FY 98/99 FY 99/00 FY 00 /01 FY 01/02 FY 01/02 FY 01/02 • Actual Actual Adopted Proposed Approved Adopted Capital Projects City Facilities System $1,091,972 $519,473 $584,500 $1,060,000 $1,160,000 $1,160,000 Parks System 884,087 236,058 1,664,228 1,012,810 1,012,810 1,012,810 Sanitary Sewer System 81,950 709,183 1,290,000 2,230,000 2,230,000 2,230,000 Street System 2,112,063 2,944,338 3,432,298 3,373,000 3,448,000 3,448,000 Storm Drainage System 180,779 223,882 1,139,000 683,500 745,500 745,500 Water System 1,494,962 1.153,215 5,595,000 2,056,000 2,056,000 2,056,000 Total CIP Systems $5,845,813 $5,786,149 $13,705,026 $10,415,310 $10,652,310 $10,652,310 CIP Fund Summary Fund FY 98/99 FY 99/00 FY 00 /01 FY 01/02 FY 01/02 FY 01/02 Name Actual Actual Adopted Proposed Approved Adopted General $825,558 $313,259 $384,500 $310,000 $410,000 $410,000 State Gas Tax 651,821 563,895 514,000 132,000 207,000 207,000 Traffic Impact Fee 1,022,574 1,166,928 2,555,000 2,941,000 2,941,000 2,941,000 Tree Replacement 7,191 14,369 37,000 50,000 50,000 50,000 Parks SDC Fund 540;239 194,286 1,315,899 821,764 821,764 821,764 Underground Utility 0 0 170,000 40,000 40,000 40,000 Traffic Impact Fee -Urban Services 583 0 0 0 0 0 Urban Services 0 0 112,000 200,000 200,000 200,000 Facility Fund 266,414 206,214 200,000 750,000 750,000 750,000 Metro Greenspaces 336,557 7,941' 205,811 131,046 131,046 131,046 Park Levy Improvement 100 19,462 105,518 10,000 10,000 10,000 69th Ave. LID 427,451 1,185,395 68,545 50,000 50,000 50,000 Dartmouth LID 9,634 28,120 12,753 10,000 10,000 . 10,000 Sanitary Sewer 81,950 709,183 1,290,000 2,230,000 2,230,000 2,230,000 Storm Sewer 159,217 207,859 419,000 330,000 342,000 342,000 Water Quality/Quantity 21,562 16,023. 720,000 353,500 403,500 403,500 Water 560,840 764,723 1,255,000 982,500 982,500 982,500 Water SDC 500,000 279,645 840,000 588,000 588,000 588,000 Water CIP 434,122 108.847' 3.500,000 485,500 485.500 485,500 Total CIP Funds $5,845,813 $5,786,149 $13.705.026 $10.415,310 $10.652,310 $10.652,310 ell 181 • • • • City Facilities System • • City of Tigard, Oregon The City Facilities System Program contains projects to maintain, improve or r expand general purpose city facilities (such as City Hall) or facilities which do • Five Year not fit into any of the other CIP Programs (such as the Library). Funding for these Ca ital projects come from the General Fund or from the Facilities Fund • p� Im General Fund • Plan I The General Fund supports CIP projects of a general nature or which. serve • operations budgeted in the General Fund. The primary source of revenue is property tax. Facilities Fund The Facilities Fund provides funding for major capital projects supporting Gen- • eral Fund programs. The primary sources of revenues for this fund are transfers • from the General Fund or donations for specific projects. FY 2001 -02 Projects • • Adopted Map Project Fund Amount Location • • Energy Conservation Improvement Program General $6,900 CFP1 This project will replace lighting at the Senior Center with energy efficient • units. • • Replace window at the Water Building, • lunchroom General $5,000 CFP2 Replace carpet at the Water Building • auditorium, lunch room and conference room General $12,000 CFP2 I HVAC replacement at Police Department General $100,000 CFP4 • This project was initiated in FY 2000 -01 to replace worn out HVAC equip • ment in the Police Department. The FY 2001 -02 amount is included in the • budget to cover any project delays or final expenses. • HVAC replacement at the Niche Building or S 4,1804 ' h 1 k City Hall General $252,600 CFP3 &4 Duct work cleaning at City Hall General $10,000 CFP4 • • 182 Adopted Map City of Tigard, Project Fund Amount Location Oregon Duct work cleaning at Police Department General $10,000 CFP4 Five Year Install 500 square feet of acoustical tiles Capital at Police Department General $1,500 CFP4 Improvement Plan ADA public restrooms upgrade at Water Building . General $10,000 CFP2 Replace gutters at Senior Center General $2,000 CFP1 New Library Design and Land Acquisition Facility $750,000 TBD This project involves the design of new library and land acquisition costs for the new library site. This project is tentative and the actual amount budgeted would depend on the recommendations of the New Tigard Library Construction Committee. Total City Facilities System $1,160,000 FY 2002 -03 Projects New Library Design and Land Acquisition Facility $1,000,000 FY 2003 -04 Projects New Library Construction Facility $14,000,000 FY 2004 -05 Projects Renovation of City Hall and Old Library Buildings Facility $825,000 /Atk r_ a11 1 011(1 ..r 183 h. C2: •YLSRRS MI F:R ' City Facilities System i 4 - I : l Program Projects 2 i� r - . rdOmido ,../11401%.....• 'I :, di, .../ Amumwesiallin 1144F114111.L. •Bik laikki, P AL IDAK 1 2 i IN „ • , ,c � GpOv � O 5 1 4,v4phom s • NUT i � _ � �i I � � 7 C F P4 i �� - - , ►�' tuA 0 s `, CF.P2 ••... I ''f.� +MEM Irr . li • ird. _.., - w 4 r ..R i a' r �� e• , F:, mli eNri CFP3 1 N ie ' Allff r_ mo mera4 ••• twilit BO � • RD I -.- • ... a %4 ■ I - mil 4 N D so : - elli L ki 0 OM r'- I l y III L J . -4 ' ,. ILIT4 . . � ,. i i Tigard �li ... — co Boundry ■ ` a 1 . � � i� , , - ,.. , . . • -•• ••••.••••••••••••••••••••••..•• Parks System City of Tigard, Oregon The Parks System Program contains land acquisitions for new or expanded parks and open spaces and improvements to existing parks. The primary source Five Year of funding for these projects is the Parks SDC Fund. The. Metro Greenspaces Capital Fund, the Parks Levy Improvement Fund, and the Tree Replacement Fund provide additional funding. Improvement Plan Parks SDC The Parks SDC is the City's primary and most consistent funding source for park improvements. The current fee schedule was adopted in 2001 and applies to new development within the incorporated area. In order to charge a Parks SDC in the Urban Services area, the City must obtain specific legal authority from the County. The City has had discussions with the County on obtaining this legal authorization, but to date has not yet obtained it. In combination with development activity, Council's decisions regarding fee levels and the County's attitude toward an Urban Services SDC will determine how much in SDC funding will be available for future park improvements. Metro Greenspaces Fund The Metro Greenspaces Fund accounts for purchases of open spaces using Tigard's share of the Metro Open Spaces, Parks, and Streams bond proceeds. Funds are provided on a reimbursement basis and can only be used for purchase of open spaces and limited capital improvements. The FY 2001 -02 budget also includes $50,000 of anticipated grant revenue in this fund Park Levy Improvement Fund The Park Levy Improvement Fund was established to account for funds for a park property tax levy. That levy is no longer in existence, so funds represent unspent balance of those funds. In addition, the City received a donation from the estate of a local resident to build a butterfly path in Cook Park. This gift was placed in this fund. The City plans to phase this fund out in FY 2000 -01 since no more revenue is being received. The FY 2001 -02 budget includes a token amount in this fund to allow any remaining funds to be spent. Tree Replacement Fund Developers in Tigard are required to protect as many trees as possible when property is developed. They are given the option, however, when it is not feasible to protect all trees, to pay a fee to the City. This fee is used to plant trees in other areas of the City requiring more trees. These fees are accounted e �j�'� for in the Tree Replacement Fund. 185 • • FY 2001 -02 Projects • City of Tigard, Q Oregon Adopted Map Q Project Fund Amount Location 0 Five Year p Capital Fanno Creek Wetland Mitigation Parks SDC $5 Not • Monitoring Listed Improvement • Plan Last year, the City enhanced 1.2 acres of wetlands within the Fowler School d floodplain. This work is required to compensate for the unavoidable wetland • impacts of the Fanno Creek Trail projects. This project includes monitoring O services that provide reports on the progress of wetland mitigation plantings. It • is the first year of wetland monitoring of the 5 -year period required by the De- • partment of State Land and the Corps of Engineers. • Cook Park, Phase I • Parking lot with landscaping Parks SDC $505,991. PSP1 • Infrastructure Parks SDC $64,727 PSP1 • Butterfly Meadow planting • and irrigation Parks SDC $86,026 PSP1 85th Ave. emergency connection Parks SDC $115,020 PSP1 • • Dog Park Parks SDC $20,000 Not • Listed • Woodard Park Playground equipment Parks SDC $25,000 PSP2 • • Park Levy Improvement Park Levy • Improvement $10,000 Citywide • • This fund is intended to be closed out in FY, 2000 -01: This appropriation is • included in the CIP only to allow expenditure of any funds which may be left • over from FY 2000 -01. • Tree Planting Tree • Replacement $50,000 Citywide • • Woodard Park Trail Construction Metro $88,000 PSP3 • Fanno Creek Trail Land Acquisition Metro - $43,046 s Not Listed e • Total Parks System $1,012,810 • • Future Projects • �i ,�rlldr /fq i j • -__.. No future projects have been included in the Adopted CIP. • • • 186 • / h. 0\' •YL•R ma F:R Parks System I 110 c MailallAkile r Program Projects A - .• r ig...1i .7,/filoinora. • iri . . , WO E l °AKOT 27 _ • � Oniummelfr P ' �- `� �° �� SP3 e 111 ER, , A c4C0 ; , -- _- ■. A 04,_psp2 = IIIM i _won svm. ma BU LMO � i`_ . I co ��7 � BO� RD I L 1 A _ _ m >, II F ^ � A--ti Q • �� am mi 1 o 1 ifth . z r i iii____Aarippart remvrip _, isLi, B e_„ r. ND " . • -<�,• , r AI PSP1 • A i ., . __ W. ter Tigard I r! • ■ r . i Boundry . r l V ` . '4 \ 1 % ■ • v , r . . 0 0 Sanitary Sewer System 0 City of Tigard, 0 Oregon The Sanitary Sewer System Program contains projects to construct, maintain, and e improve the sanitary sewer system in Tigard. Clean Water Services (formerly the • Five Year Unified Sewerage Agency of Washington County — USA) regulates the sanitary • Capital sewer system, but Tigard owns, maintains and operates the syste within the O City limits. In addition, Tigard also maintains and operates the system within .a Improvement defined service area outside of the City limits under agreement with USA. 0 Plan Projects are accounted for in the Sanitary Sewer Fund. 0 0 Sanitary Sewer Fund The Sanitary Sewer Fund resources are reserved for maintenance repairs on currently unknown projects, for capacity upgrades as recommended from the USA Master Plan, and for the Neighborhood and Commercial Area Sewer Exten- sion Programs. The unrestricted portion of the Sanitary Sewer Fund can be used 0 for repair and maintenance projects Citywide and for extension of the existing 0 system to unsewered areas. The annexation of Walnut Island and ancillary islands brings new areas requiring extension of sewers into the City. 0 FY 2001 -02 Projects O O Adopted Map O Project Fund Amount Location 0 Bonita Road (at Milton Court) Sanitary $125,000 SSP1 O Sewer 0 0 This project will replace approximately 250 feet of 8 -inch sanitary sewer pipe O that crosses Fanno Creek at Milton Ct. This project was completely designed and sent out to bid last year. However, due to extensive high bids submitted at the bid opening, the City rejected all bids. This project will be re -bid in the summer. The pipe has been repaired temporarily to address problems that could arise prior to 0 construction. ID a) Neighborhood and Commercial Area Sanitary Sewer Extension Programs Sewer $2,000,000 Citywide The Neighborhood Sewer Extension Program has been a highly successful 0 program commencing with its implementationin the 1996 -97 CIP budget year. Last fiscal year's program included 71 homes by constructing four reimburse- ment districts. City Council has provided direction for the development of a 5 to • 6 program to extend sewer service Citywide. The recently annexed Walnut • Island year and ancillary islands, together with other unnerved areas in the City, will be part of this program. The program development will be ongoing during the • AnNe i i A next few months. In anticipation of this program approval, funding has been • increased to $2,000,000 beginning FY 2001 -02 to include projects in the newly • annexed areas, as well as other areas throughout the City. • • 188 • Adopted Map City of Tigard, Project Fund Amount Location Oregon Sanitary Sewer Major Maintenance Sanitary Program Sewer $80,000 Citywide Five Year Capital These funds will be used to contract out sewer repair projects that are beyond the Improvement repair capabilities of the Public Works Department. This program is expected to' p be a continuing program in future years. The Sanitary Sewer Major Maintenance Plan program in FY 2001 -02 will include projects located at various locations in the City. 110th Avenue (at Derry Dell Creek) Sanitary Sewer $25,000 SSP2 This project will relocate an existing pipe that runs in the back of two private properties on 110t'' Ave. The grade of the existing pipe is extremely poor and there is evidence of severe bellying. The existing pipe will be abandoned and the new pipe will be bored under the creek. Total Sanitary Sewer System $2,230,000 FY 2002 -03 Projects Sanitary Sewer Major Maintenance Sanitary Sewer $80,000 Neighborhood and Commercial Area Sanitary Sewer Extensions Sewer $2,000,000 FY 2003 -04 Projects Sanitary Sewer Major Maintenance. Sanitary Sewer $80,000 Neighborhood and Commercial Area Sanitary Sewer Extensions Sewer $2,000,000 FY 2004 -05 Projects Sanitary Sewer Major Maintenance Sanitary Sewer $80,000 Neighborhood and Commercial Area Sanitary Sewer Extensions Sewer $1,000,000 FY 2005 -06 Projects Sanitary Sewer Major Maintenance Sanitary /*Ii g j�' I I, Sewer $80,000 Neighborhood and Commercial Area Sanitary Sewer Extensions Sewer $500,000 189 A d'- ' YLsR'S „. F: R - Y Sanitary Sewer System p I Program Projects �� L_ .. .. '- 4...... �J1rn..NN ! i - i illatt , is Ry DAKOT dilw - I I opt „0„,ys . 44*. O \_, 4611014sal. NUT � 1 � - g P �1 -,�1�� ,SSP zt, Airli ?i � FR =Ili le - 1_,_ _ '11.,J 1 4 AS* "IV 1 -ow .H. A 2; sit � r ' RD l s : Lint i�' N■ SSP1 e _ o AD '4 * - L ME MA Laj al . M NI - 4 , fri =WC Ii. e , Ammuma_....di Minh 1, 0 - ' JP . Illeg ; ND "' al i r c ...Aw. - IL sm ,:'''' it • L wan / 1 i. , Tigard P .. . _ ' Bound ry • ) \ r .1 1/ ` j - A . 1 .1 - ' ry •••••.•••••••••••••••••••••••• .•••••••••••••••• Street System City of Tigard, Oregon The Street System Program contains projects to construct, maintain, and im- prove Tigard's street system. Projects are accounted for in the State Gas Tax Fund, the Traffic Improvement Fee Fund, the Urban Services Fund, the Under- Five Year ground Utility Fund, the Dartmouth LID Fund, and the 69th Ave. LID CIP Capital Fund. Improvement Plan State Gas Tax Fund State gas tax revenue can be used for upgrading the collector and local streets within Tigard, without restriction. This revenue is limited, however, and is not sufficient to fund all the street improvement needs of the City. The total State Gas Tax amount shown for the FY 2001 -02 fiscal year is based on current projections. There has been a substantial decrease in projected funding avail- able for FY 2001 -02. The amount of $207,000 is approximately $307,000 less than that budgeted in FY 2000 -01. As expenses increase and operational costs rise, the amount available for projects will continue to decrease in the coming years. Traffic Impact Fee Fund Traffic Impact Fee (TIF) funding can be used only for highway and transit capital improvements that provide additional capacity to major transportation systems. This funding is limited to major collector and arterial streets, and 50% must be spent on arterial streets. A major portion of transportation planning is completed. The Transportation System Update Plan has made significant progress with the draft plan recently completed. There will not be sufficient funding in the TIF Fund, however, to complete all the projects that are envi- sioned over the next 5 to 10 years. Dartmouth LID Fund The Dartmouth LID Fund was established to account for the construction of a local improvement district (LID) on Dartmouth St. the source of funding is assessments against benefiting properties within the LID. 69th Avenue LID CIP Fund The 69th Avenue LID CIP Fund was established to account for the construction of a local improvement district (LID) on 69th Ave. The source of funding is assessments against benefiting properties within the LID. Urban Services Fund The Urban Services Fund was established to track revenues and expenses associated with the provision of services in the areas outside the City limits but within Tigard's urban services area. provides road maintennce and /� �'N � � hl\ other services in this area under contrac with Washington County. The City collects building and planning related fees to pay for these services, and in addition, the County pays the City to provide major road maintenance. 191 • • Underground Utility Fund 0 • City of Tigard, Oregon This fund receives payments from developers in lieu of installing utilities under- 0 ground. Funds are then used to place utilities underground in conjunction with • Five Year major roadway p rojects: • Capital FY 2001 -02 Projects • Improvement 0 Plan Adopted Map 0 Project Fund Amount Location . 0 • Embedded Crosswalk Lights State Gas • Tax $40,000 SPP1 • Last year's program provided $60,000 to install crosswalk lights at three loca- 0 tions: Main Street (at bridge), 121St Avenue (at Springwood Drive), and. Walnut • Street (at Grant Avenue). The funding was not enough for construction at all • three locations and only Main Street (at bridge) and Walnut Street (at Grant • Avenue) were selected for installation. This year's program includes 121st Av- enue (at Springwood Drive). • Pavement Major Maintenance State Gas • Program (PMMP) Tax $130,000 Citywide • • 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 or preventa- • tive action. Last year's program expended $120,000 from the $150,000 PMMP S budget. 121St Avenue (Scholls Ferry Road to Springwood Drive) will be overlaid • this year. • • Streets proposed to receive slurry seals during FY 2001 -02 include Springwood Drive (121St Avenue to Scholls Ferry Road). • • Traffic Calming Program State Gas 0 Tax $25,000, Citywide III • This program provides funding for traffic calming measures Citywide. The • program for FY 2001 -02 includes $25,000 for City - funded projects. Much of the funding will be used to place speed humps on streets that have clearly demon- 0 strated the need for installation of these traffic - calming devices. A portion of this • A n�a� fund can be used on a 50 -50 cost sharing basis with residents for placement of speed humps in streets that do not make this year's list. This year's program • • includes speed humps for Commercial Street (west of 95th Avenue) and Fonner • // ni I ,\ Street (between 113"' and 111th Place). Other streets may be added depending _ ll i upon neighborhood interest and the street ranking in the speed hump criteria rating system. 0 • • 192 • Adopted Map City of Tigard, Project Fund Amount Location Oregon 79th Avenue (Design) State Gas Tax $12,000 SPP2 Five Year Capital This project has been awarded to an engineering consultant to design the im- Improvement provements of 79th Avenue from Durham Road to Bonita Road. The project p design will be completed this fiscal year. Plan Gaarde Street (Phase 2) Traffic Impact Fee $1,840,000 SPP3 The initial phase of this project is the right -of -way acquisition and construction of underground utilities for Gaarde Street from 121 Avenue to Highway 99W. The construction of Gaarde Street (Phase 1) from Walnut Street to the Quail Hollow subdivision was completed in FY 2000 -01. Last year, these two projects ex- pended $1,400,000 from $1,600,000 budget. This year, the amount of $900,000 is anticipated to complete the right -of -way acquisition and underground existing utilities for the Gaarde Street (Phase 2) project. The road construction phase will be advertised for bids and awarded in the spring of 2002. The construction of this project will extend into FY 2002 -03. The amount included for next fiscal year is that amount that will be expended by the end of FY 2001 -02. Burnham Street Traffic Impact (Design and Right -of -Way) Fee $300,000 SPP4 The design of this project is nearly complete. Right -of -way acquisition is under- way. An amount of $400,000 is allocated to complete the design and right -of -way acquisition. Construction of this project will be programmed in the near future. 121" Avenue and Walnut Street Traffic Impact (Design and Right -of -Way) Fee $250,000 SPP5 121 Avenue between Gaarde and Walnut Street and Walnut Street between 121 Avenue and Tiedeman Avenue/Fonner Street will be designed for widening to the ultimate width of a Major Collector. Design and some right of way acquisi- tion will be completed this fiscal year. Construction and the remaining right -of- way acquisition will be programmed in future budgets. Durham Road Signalization Traffic Impact Fee $150,000 SPP6 Traffic on 98th Avenue attempting to turn left on Durham Road typically experi- ences excessive delay. This project will install a traffic signal at the intersection to provide safe turning movements at the intersection. 193 • • Adopted Map • City of Tigard, Project Fund Amount Location • Oregon • Greenburg Road Improvements Traffic Impact • (Washington Square Drive to Fee $310,000 SPP7 Five Year Avenue) • Capital • This is the widening of Greenburg Road to a 5 -lane facility within the project • Improvement limits. The project design is funded through the Priorities 2000 federal funding Plan with Tigard providing 10% matching funds. The improvements would enhance • movement into and out of the Washington Square Regional Center. ($39,913 in • local funds, $270,087 in federal dollars) S • Bonita Road Improvements Traffic Impact Fee $91,000 SPP8 • • Improvements of Bonita Road from the Railroad tracks to the Fanno Creek, • which included underground utilities, reconstruction of the railroad crossings and • street widening were completed in October 1998. Traffic Impact Fees in FY 1999 -00 and FY 1998 -99 funded utility and street improvements. The City • agreed to reimburse Portland & Western Railroad for the improvements of the • railroad crossings. However, there are some outstanding invoices left on the project that the railroad has just discovered. An amount of $91,000 is allocated to reimburse the railroad for its work on the railroad crossings. • Preventative Maintenance Urban • Services $100,000 Citywide , These preventative maintenance projects are funded by Washington County for • slurry seals and overlays on County Roads covered under the Urban Services • Agreement. The funding for FY 2001 -02 includes a combination of funds for • both non - collector and collectors within the Urban Services Area. • Bull Mountain/Roshak Road Urban • Intersection Services $100,000 SPP9 This project will widen the intersection to enhance safety at that location. This project provides turning lanes for safer turning movements, and includes minor • underground drainage work, but is not major reconstruction and expansion of that • intersection. This work may be TIF eligible and TIF Funds from the Urban S Services Area would be the source of funds if approved by Washington County. The amount allocated includes design and construction costs, as well as City overhead for the project. 121st Avenue /Walnut Street Underground • Intersection Utilities $40,000 SPP 10 • This will place utilities underground as part of the MSTIP 3 Project at Walnut S �/�am � 1 and 121St Avenue. This project is currently under construction with the construc= • A - ` __�, tion inspection administered by the County. Last year's funding was in the • amount of $150,000 from the Underground Utility Fund. An additional amount of $40,000 will be allocated to complete the project. • • 194 • Adopted Map City of Tigard, Project Fund Amount Location Oregon 69th Avenue LID 69th Ave. LID $50,000 SPP11 Five Year Capital This project improved an area within the Tigard Triangle. Work has been Improvement completed, and the LID is in the process of being closed out. The FY 2001 -02 Plan budget includes sufficient appropriation to spend any remaining funds for project costs should they not be spent in FY 2000 -01. Dartmouth LID Dartmouth LID $10,000 SPP12 This project has been completed, but is the subject of a continuing lawsuit. Remaining project costs are legal fees. Total Streets System $3,448,000 FY 2002 -03 Projects Pavement Major Maintenance Program State Gas Tax $80,000 Pedestrian Improvements State Gas Tax $30,000 Traffic Calming Program State Gas Tax $25,000 County Roadway Maintenance Projects Urban Services $50,000 FY 2003 -04 Projects Traffic Studies State Gas Tax $30,000 Pavement Major Maintenance Program State Gas Tax $100,000 Pedestrian Improvements State Gas Tax $50,000 Traffic Calming Program State Gas Tax $30,000 .11 40 000 County Roadway Maintenance Projects Urban Services $50,000 195 • • Adopted - Map • City of Tigard, Project Fund Amount Location Oregon • FY 2004 -05 Projects • Five Year Pavement Major Maintenance Program State Gas • Capital Tax $100,000 • Improvement • Plan Pedestrian Improvements State Gas • Tax $30,000 • Traffic Calming Program State Gas • Tax $30,000 • County Roadway Maintenance Projects Urban • Services ` $50,000 • • FY 2005 -06 Projects • • Pavement Major Maintenance Program State Gas Tax $100,000 • Pedestrian Improvements State Gas r Tax $30,000 ' • Traffic Calming Program State Gas • Tax $30,000. • • County Roadway Maintenance Projects Urban , • Services $50,000 • • • • • • • • • • • • • /A • • • • 196 • 7 I H. ON •YL•R'S R'Y Street System 411 r e' � 1 111 41 ! F: Program Projects SPP1 l l SPP7 • U F�0 `11� � �� DAKOT� � 0 , o �� ' P S PP11 C 6 , e S PP10 ,1�1 ': •.•e - I F 5 O" , a O \o5 V liviraz o NUT i f NP12 ell � alb - SPP5 /�1 SPP5 ► �► NI •d► SPP8 �� 1 SPP4 ■ . ____. SPP9 g pr. i r - RD:I M W lrellitS � co � ' It ir ' 4111 L MO 1111:0241 � I SPP3 1111L11111k111 RD L /1 I 1 --1' A0 takerliN -1 Ill 1 12 c: i �E, - wit 1 �� M R SP )04 , y i II!(!! ��.,.., wir Tigard J IM.. .,.. _ SPP6 / Boundry .�.1 a \ I � 1i I. A N./. 1 01 ei 1.® ., . . • • • Storm Drainage System City of Tigard, Oregon The Storm Drainage System Program contains projects to construct, maintain, • and improve the storm drainage system in Tigard. Clean Water Services (for- • Five Year merly the Unified Sewerage Agency of Washington County — USA) regulates • Capital the storm sewer system, but Tigard owns, maintains and operates the system • within the City limits. In addition, Tigard also maintains and operates the • Improvement system within a defined service area outside of the City limits under agreement Plan with USA. Projects are accounted for in the Storm Sewer Fund. • • Storm Sewer Fund • • The Storm Sewer Fund CIP is supported from storm drainage charges and 11, Systems Development Charges (SDCs). SDC funds must be used for projects designated in the Unified Sewerage Agency (USA) master plan. • • Water Quality /Quantity Fund • • Water Quality /Quantity fees are collected by the City on certain development • activities in the City. These charges, which were instituted by Clean Water • Services, are used to fund offsite surface water system improvements and • capacity improvements to the storm drainage system. • FY 2001 -02 Projects • • Adopted Map • Project Fund Amount Location • 118"' • Court Erosion Control Storm Sewer $100,000 SDP1 • • This is an erosion control project that extends the previously installed improve- • ments further downstream to alleviate the heavy erosion on the side slopes and streambed. The project design is nearing completion and construction is ex- pected to begin this summer. • Walnut Street Storm Drainage Storm • Improvements Sewer $25,000 SDP2 • • This project will upgrade the inadequate storm drainage system at the east end • of the MSTIP 3 project at the Walnut Street/121st Avenue intersection and route • it easterly to an existing culvert crossing Walnut Street. The scope of work includes project design, easement acquisition and installation of storm drain • pipes and water quality facility needed for the project. Construction of this • project is underway. Last year, the project expended $75,000 from the total • -yi ` :_.. construction cost of $107,000. • • S 198 • , Adopted Map City of Tigard, Project Fund Amount Location Oregon Storm Drainage Analysis for Washington Storm Five Year Square Implementation Plan Sewer $12,000 SDP3 Capital The Washington Square Implementation Plan development is in progress and Improvement extends into FY 2001 -02. These funds are carried forward to complete the Plan development of the plan. Storm Drainage Major Maintenance Storm Program Sewer $80,000 SDP4 This program addresses minor storm drainage problems requiring more than normal maintenance effort. One of the projects of this year's program includes erosion control along Fanno Creek's slope at DeAnn Court. Storm Drain Pipe Rehabilitation Storm Sewer $100,000 Citywide Currently, the City has approximately 4,300 feet of storm drain pipes that are under capacity and consist of failing pipe materials. This project will rehabilitate 1,200 feet of existing pipes by methods of pipe bursting or lining. Ann Court Storm " Sewer $25,000 SDP5 Last year's Storm Drainage Major Maintenance Program installed drainage pipes 41 and catch basins to collect water draining from the surrounding areas on Ann O Court. This drainage system connects to an existing 30 -inch pipe that has been 41 damaged due to improper installation. This project will replace the existing pipe with new CMP material. 411 Washington Square Storm Runoff WaterQuality O Pretreatment Quantity $50,000 SDP6 d) 41 This project was initiated in FY 2000 -01 to remove pollutants from the Washing- s , ton Square storm runoff. The funds shown are carried over to complete that a , portion of the work which carries forward to the new fiscal year. 4) Summer Lake Improvements Water Quality 41 Quantity $350,000 SDP7 a ' The Summer Lake Task Force has been considering several options for improve - ° ments to Summer Lake. The Task Force made a report to City Council on March 0 13, 2001. Any project or projects that arise from the Task Force recommenda- tions will be funded through Water Quality funds and through funds provided through Clean Water Services (Unified Sewerage Agency — USA): These funds a , would add another $250,000 to the project.) 0 " 199 Adopted Map City of Tigard, Project Fund Amount Location Oregon Wetland Mitigation Monitoring Water Quality Five Year (Tiedeman Avenue at Fanno Creek) Quantity $3,500 Citywide Capital The permit issued in 1999 by DSL requires that the mitigation area be monitored Improvement for a period of three years, while the Corps of Engineers requires a five -year Plan monitoring period. This work is required to compensate for the wetland impacts of the Tiedeman and Grant Avenue Bridge Replacement projects. Annual moni- toring last year indicated that the survival rate of mitigation plantings was less than 80% as required by the permits. As a result, additional plantings, which included a mix of trees and shrubs along the bank lines, were installed last year to replace the dead ones. This project will continue the monitoring service for the third year. Total Storm Drainage System $745,500 FY 2002 -03 Projects • Storm Drainage Major Maintenance Storm Sewer $40,000 • • FY 2003 -04 Projects • • Storm Drainage Major Maintenance Storm • Sewer $40,000 • FY 2004 -05 Projects • Storm Drainage Major Maintenance Storm Sewer $40,000 FY 2005 -06 Projects Storm Drainage Major Maintenance Storm Sewer $40,000 • - ' • • • • 200 • h. ovv- • YL•R'S mg F:R - y it f Storm Drainage System if sDP3 i Program Projects SDP6 • Elm r ..� , .` k iim ■� J! o SDP7 1F t ■� ti � w y � m p1 � all � A wi `� smig � DAKOT� � �_ L- 1 ' o F 4 �I pup .� 1 11 • l � SDP2 5°�� ii 0 ,,,, , , �I SDP5 ' �' , —� �� ` 0 w� � �N ` s Z i ir ait LI _ .41 At . 0 ---:------= EN = 1 0 �� I L 4J II ..RD I I 11 ' � . J SDP4 II % BU L MO a 1, ' roots I J ' - a t �j' RD ii. Lo II < is : r• "NI Alif F I r J—\ li 1 up, f wahmplup. 74. 0_-_1 a 0 A e,. ° y41 = 'En 'FE" 4 4 1 -7 IM : ND '' . a lit tirwmi,AdEVAISS qb 4 1 0 1: ( II!! -% 1 F� Tigard ■;; ��g — Fr" . Boundry ..1 ■ I ,1 ` A v _cc Edi S • Water System • City of Tigard, Oregon The Water System Program contains projects designed to maintain and improve • the Tigard water system. The Tigard water system provides water to portions • of the City of Tigard, the cities of King City and Durham, and an unincorpo- • Five Year rated area under the jurisdiction of the Tigard Water District. All of these Capital entities are represented on the Intergovernmental Water Board, which approves • Improvement the capital program for the system. Projects are accounted for in the Water Plan Fund, the Water SDC Fund, and the Water CIP Fund. • • Water Fund • • The Water Fund is the primary operating and maintenance fund of the water • system. Revenues come from water sales and connection fees. This fund supports operations and major capital maintenance and some system improve- ments not eligible for funding from Systems Development Charges (SDCs). • • Water SDC Fund • • The Water SDC Fund accounts for the improvement portion of Systems Devel- opment Charges (SDCs) charged to new development. Money in this fund can only be used for improvements to or expansion of the current water system • needed to support new customers. 5 Water CIP Fund • • The Water CIP Fund is presently reserved for projects to develop a new long- term water supply for the system. This fund was initially created when the City was exploring the Willamette River as a water supply option. That option is no S' longer being explored. Money in this fund is therefore being held as a reserve • to pay for whatever long -term supply option is ultimately selected. • FY 2001 -02 Projects • • Adopted Map Project Fund Amount Location • • Water Line Replacements — SW Water $800,000 WSP1 • Walnut Street between SW 122 • and SW 135th Avenue • This project consists of replacing existing 6 -inch and. 12 -inch cast iron water with new 24 -inch ductile iron water main. It also includes 1 000 feet of mains rth a , 16 -inch water main that will replace 1,000 feet of 8 -inch water line. This 5 z , I�i project was identified through the 2000 Water Master Plan and to begin con- 5 struction in FY 2003 -04. However, Washington County plans on reconstructing • this portion of SW Walnut in FY 2001 -2002 as part of their MSTIP program. • S 202 • Adopted Map City of Tigard, Project Fund Amount Location Oregon Meter Replacements Water $40,000 Citywide Five Year The Meter Replacement Program consists of replacing all 1 1/2 -inch and larger meters. This is the forth year of an expanded program. The results have Capital indicated that changing out the existing meters can increase water revenues by Improvement 10 %. Plan Replacement of defective or Water $10,000 Citywide malfunctioning 5/8" x 3/4" and 1" meters. Meter Installations Water $52,500 Citywide This project includes 350 new meter installations for FY 2001 -02. Average material costs of $150 per meter are used for budgetary purposes. Water Service Installations Water $10,000 Citywide Beginning in FY 2000 -01, new subdivisions and commercial projects that did not require direct taps (live taps) into City water mains for new water services are required to install their own services. By doing this the City is able to focus on routine and preventative maintenance of the water system. Requiring the developer's contractor to install services is the standard practice that most city and water districts require. It allows the developer more control over schedul- ing of their projects. The City will, however, install services for a single lot or a single service that requires a direct tap (live tap) into City water mains. Regulator Installations Water $20,000 Not Listed At this time, the City has not identified any new subdivisions that will require the installation of a pressure reducing station. However there is the potential of installing one additional pressure reducing station on the northern flank of Bull Mountain, if additional phases of Hillshire Creek are constructed. Fire Hydrant Installation/ Water $50,000 Citywide Replacement This project continues an ongoing program of replacing and installing new fire hydrants when a Pacific States fire hydrant is damaged. The Pacific States fire hydrant is an older style of fire hydrant that is no longer manufactured. Parts are hard to come by and, if they are available, they are expensive. This requires the replacement of this type of hydrant. Line Replacements — SW 150 Water SDC $171,000 WSP2 Avenue from SW Bull Mountain Road to SW Cabernet Street - r1_., Install 1,500 feet of 12 -inch water main. In the 2000 Water Master Plan, a new 12 -inch distribution main was identified in this area to reinforce fire flows. 203 r • Adopted Map i City of Tigard, Project Fund Amount Location 0 Oregon 0 Pipeline Extensions — 550 ft. Reservoir Water SDC $152,000 WSP3 Supply Feed from Menlor Reservoir • Five Year site to SW Sunrise Lane • • Capital Install 1,000 feet of 16 -inch transmission main. In the 2000 Water Master Plan, ■ Improvement a new 16 -inch transmission main was identified in this area to convey water to • Plan the proposed 550 foot reservoir location. This is a carry over project from FY 2000 -01. 0 • 550 ft. Reservoir Supply Feed from Water SDC $190,000 WSP4. • SW Sunrise Lane to proposed Reservoir • Site 0 Install 1,000 feet of 20 -inch transmission main. In the 2000 Water Master Plan, a new 20 -inch transmission main was identified in this area to convey water to • the proposed 550 foot reservoir location. • 0 Water Main Oversizing Program Water SDC $75,000 Citywide 0 This project will pay for oversizing water mains in new developments • Beaverton Intertie — West end Water CIP $275,000 WSP5 • of SW Barrows Road at SW 0 Scholls Ferry to SW 160 Avenue • • Install 1,400 feet of 16 -inch DI, including Tigard's share of the costs to install a master meter vault, pressure reducing station, and telemetry system. This will • allow Tigard to receive up to 4.0 MGD from the Joint Water Commission via Beaverton. • • Aquifer Storage and Recovery (ASR) Water CIP $210,500 Citywide • Phase 2 • Currently the City is conducting a feasibility study to determine if ASR is a viable solution to meet interim water supply needs. If Phase 1 of the project • finds that the aquifer, in which Well #1 is situated, is capable of storing excess _ • winter water from Lake Oswego or Bull Run, and that the City can extract that • water during the summer, then the City will proceed with Phase 2. Phase 2 will • include permitting and obtaining water rights, wellhead, modifications, and • ASR pilot test. • Total Water System $2,056,000 • !� �� • • 0 204 • • Adopted Map City of Tigard, Project Fund Amount Location Oregon FY 2002 -03 Projects Five Year Menlor Pump Station Water $675,000 Capital Improvement Water Main Oversizing Program Water SDC $75,000 Plan Aquifer Storage and Recovery (ASR) Water CIP $25,000 Phase 2 FY 2003 -04 Projects 550 feet Reservoir Water $1,400,000 This project will construct a new water reservoir at the 550 feet elevation. The project will be constructed over two fiscal years. Water main Installation — SW Burnham Water $319,200 From SW Hall Blvd. To SW Main Street Water Main Oversizing Program Water SDC $75,000 FY 2004 -05 Projects 550 feet Reservoir Water $1,400,000 This project will construct a new water reservoir at the 550 feet elevation. This is the second half of a two -year project. Water Main Oversizing Program Water SDC $75,000 FY 2005 -06 Projects 550 feet Reservoir Supply Feed Water $380,000 Water Main Oversizing Program Water SDC $75,000 14.1011p Transfer Pump Station Water $1,050,000 205 • h. Od •YL•R'S ma F:R Water System i Illirr , Program Projects r � ■ ! Ferri ... w.... .,�� - �.�.�,��, . ' .�/ . �. l1t i Nii a i° AN `a 11 omo lk 41 ft, er k \lip' sa " AIL 4Ajaiftlir .:,<;..A WSPS M AWS P 3 � �1� G g 416 - .i NUT III* . ��o 4 O `o. _III % WSP3 �3 .1 Nib, � �R ��, 9 r Iti . 1"'%. - l R' v g tr ,%, i ,.. � �7 1 ::, I " .4 i . ®�, r •RD: �■� i., lik..._ BU L MO ! _ � , , roe WSP4 ' 1111111 I 41rimmi.. RD 1_- ' WSP2 4 Q, y I L J -% tar 1 it --x' 1514 4 .1.0„,1 "WIMP 1 I. 2 11 4 ', - e tiLitefifo_lar=tirattaTarro- ini. -11:f Tigard .- -- � Boundry . g � , \ „I. 1 � I i • . \ ■ • - 1 ' e l ( P ••••.• •••••••••.•• • .•••••••.••••••••••••••••••••• UNFUNDED PROJECTS City of Tigard, Oregon The limited amount of funding available for preventative and corrective mainte- nance has delayed implementation of some of the street system projects origi- nally proposed for FY 2001 -02. In addition, the failure of Ballot Measure 34 -20 Five Year in the November 2000 election means that no funding is available to construct Capital some greatly needed street reconstruction and expansion projects during the next few years. The following is a brief description of the unfunded Street Improvement System projects Plan Minor Projects Unfunded Project Fund Amount Pavement Major Maintenance Program (PMMP) State Gas Tax $120,000 This is a program $120,000 of corrective and preventive maintenance on all paved streets in Tigard. It would address those streets that can still benefit from corrective or preventative action. Streets that need action but are unfunded for FY 2001 -02 include Johnson Street (Grant Avenue to Hwy 99), North Dakota Street (200 feet from the bridge to Tiedeman Avenue), North Dakota Street (Scholls Ferry Road to Springwood Drive), and Meadow Street ( Tiedeman Avenue to end). Streets in need of slurry seals during FY 2001 -02, but which are not funded include M anzaniia C ourt. (121 Avenue to end), Merestone Court (121 Avenue to end), and Sandburg Street (the last 900 feet of street). Other streets are also in need of preventative and corrective maintenance, but were not proposed for FY 2001 -02 because of the limitations in funding North Dakota Street (Greenburg Road and 95th Ave.) State Gas Tax $120,000 The existing pavement on North Dakota Street between Greenburg Road and 95th Avenue is in need of reconstruction. The pavement surface is drastically damaged and not qualified for pavement overlay. This project would recon- struct the existing aggregate base and asphaltic concrete pavement, install curb and gutter for proper drainage and construct sidewalk on both sides of the street. Walnut Terrace (65 -69th to Avenue) State Gas Tax $60,000 j I This project would provide asphaltic concrete pavement to the existing gravel � - " road and install curbs and gutters on the street to provide efficient drainage flow for the area. 207 • • Unfunded • City of Tigard, Project Fund Amount 0 Oregon 98th Avenue (Greenburg Road to Pihas State Gas ,, Court) Tax $220,000 • Five Year Capital This project would acquire right -of -way and widen approximately 750 feet of 0 98th Avenue on the west side of the street, construct curb and sidewalk, and s Improvement connect to an existing sidewalk on 98th Avenue at Pihas Court. Minor drainage r . Plan improvements would also be included in the project. • Mapleleaf Street (east of 72 Avenue) State Gas : 0 Tax $65,000 0 • This project would widen the existing pavement on the north side of Mapleleaf • Street to the standard width of a typical local street and extend the existing curb • and sidewalk to 72 Avenue. Total Minor Projects ' $585,000 • Major Projects S 6 The following unfunded projects are the major reconstruction and widening • projects that are needed to accommodate the existing and future traffic on the. . 0 City's major and minor collector streets. The funding source for these projects 0 is unknown. • Unfunded • Project 0 Unfunded 0 Amount ' 0 Major Collectors 0 Gaarde Street -99W to 121St Avenue $1,300,000 • 121St Avenue - Walnut to North Dakota 2,030,000 Walnut Street - Tiedeman to 121St 4,990,000 ' i 121St Avenue - Gaarde to Walnut 3,760,000 • Burnham Street -Main to Hall 1,570,000, • Tiedeman Ave. - Greenburg to Tigard St. 860,000 • Minor Collectors Fonner Street - Walnut to 115th Avenue ' , $1,570,000 0 Tigard Street -Main to Tiedeman (south side) ' ' 990,000 • Commercial Street ' 0 , 4 1 10 (North side, Main St. to Lincoln St.) 460,000 • I *4 Major Projects $17,530,000 • • � L _ Grand Total — Unfunded Projects , $18,115,000 0 • 0 208 • City of Tigard, Oregon Debt Service Explanatory Narrative/ Expenditure Summary 209 Debt Service Summary 210 General Obligation Bonds 211 Bancroft Improvement Bonds 212 Oustanding and Planned Debt Issues 213 n, •• o o tk 4 c n e o P It U The City has three types of debt currently outstanding. They include voter - City of Tigard, approved general obligation bonds secured by the City's authority to levy Oregon property taxes, assessment bonds secured by installment payment contracts with property owners, and short term bond anticipation notes secured by the Debt City's full faith and credit and the ability to assess property owners when the related project is complete. Service The City's current outstanding debt is as follows: General Obligation Assessments Notes Total 01/02 $246,988 $304,578 $4,155,519 $4,707,085 02/03 256,638 309,548 566,186 03/04 197,018 197,018 04/05 197,018 197,018 05/06 275,018 275,018 06/07 193,018 193,018 07/08 193,018 193,018 08/09 96,509 96,509 $503,626 $1,765,725 $4,155,519 $6,424,870 The assessment maturities in FY 2002 -03 and 2005 -06 include term bonds that can be called prior to maturity. As assessment payments are made, term bonds will be called as funds allow. Legal Debt Limit Oregon statutes limit local government general obligation 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 FY 2001 -02 will be $102,031,607 based upon the estimated assessed value of $3,401,053,553. Future Debt Limit The City will receive contracts from property owners to pay assessments on Local Improvements in installments. The City plans to issue assessment bonds during FY 2001 -02 to be repaid by the benefited property owners for both Dartmouth Street and SW 69t" Avenue. 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 FY 2001 -02. h M. 1 209 • • • City of Tigard, GENERAL OBLIGATION BONDS- • Oregon Paid from property taxes Refunding Bonds $246,988 • Debt Service • Summary BANCROFT IMPROVEMENT BONDS - Paid primarily from Pre 1984 Bancroft Bonds $0 • Special Assessments 1993 -B Refunding 111,560 • 1998 Dartmouth Street LID 193,018 • 2002 To be Issued 55,125 • $359,703 • • BOND ANTICIPATION NOTES- • Dartmouth Street LID $2,308,835 69th Ave. LID 1,846,684 • • $4,155,519 • TOTAL FY 2001 -02 DEBT SERVICE $4,762.210 • • • S • >♦ Debt Service by Type • Bond • Anticipation • Notes • 87.17% • • • • • • • • • Gen. • Obligation Bancroft 5.18% • Improvement • 7.65% • • • 210 • City of Tigard, Oregon Projected Annual Debt Service General Obligation Bonds General Obligation 300,000-- - Bonds 250,000 U 2 200 U - 150,000 u c 100,000- c Q 50,000- 0 2001 -02 2002 -03 Fiscal Year • Interest • Principal FY 2001 -02 debt service on the outstanding General Obligation Bonds is as follows: G.O SERIES Date Interest Principal Total 1993 Series A 1/1/02 $10,994 $0 $10,994 Advance Refunding Bonds 7/1/02 10,994 225,000 235,994 Original issue $6,935,000 Total General Obligation Bond Debt Service $21,988 $225,000 $246,988 4 Ali- -IJ 211 • • . • City of Tigard, • Oregon Projected Annual Debt Service 0 Bancroft Improvement Bonds III Bancroft 5,000,000 Improvement 4,500,000 • Bonds and 4,000,000 • Bond • 3,500,000 Anticipation 0 • Notes 4) 3,000,000 .. • a) 2,500,000 .. • o 2 • C • 1,500,000 • 1,000,000 • 500,000 • 0 • .. .. .. .. .. .. .. 4. .. .. • 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 • Fiscal Year • • • Principal • Interest j • • • FY 2000 -01 debt service on outstanding Bancroft Bonds is scheduled as follows: • Bancroft Series Interest Date Principal Total • • # 15 (Hampton St., 74th St., Tigardville Heights, Tiedeman, Hooview and McKenzie) $0 19938 - Current Refunding $7,030 12/01/01 100,000 107,030 • 4,530 06/01/02 0 4,530 1998 - Dartmouth Street 26,827 09/01/01 69,682 96,509 25,297 03/01/02 71,212 96,509 • 2002 - To be Issued 55,125 TBD 0 55,125 • Total Bonds $118,809 $240,894 $359,703 Bond Anticipation Notes - 69th Ave. LID $131,684 01/02/02 $1,715,000 $1,846,684 Dartmouth Street 94,125 05/01/02 2,214,710 2,308,835 Total Notes $225,809 $3,929,710 $4,155,519 M LI Total Bancroft Debt Service $344,618 $4,170,604 $4,515,222 • 212 I City of Tigard, Original Original Principal Final Source of Issue Amount Issue Date Outstanding Maturity Payment Oregon GENERAL OBLIGATON BONDS • General Obligation Refunding Bonds 1993 Sereis A $6,935,000 05/01/93 $470,000 07/01/03 Property Taxes Oustanding and TOTAL GENERAL OBLIGATION BONDS OUTSTANDING $470,000 Planned Debt SPECIAL ASSESSMENT BONDS Issues Outstanding General Obligation Improvement Refunding Bonds Series 1993 B $660,000 05/01/93 $290,000 12/01/05 Special Assessments Special Assessment Bond Dartmouth Street Local Improvement District Series 1998 $1,565,576 11/30/98 $1,222,168 09/01/08 Special Assessments Total Special Assessment Bonds Outstanding $1,512,168 Planned 69th Avenue Local Improvement District Series 2002 $2,100,000 TBD $0 TBD Special Assessments Dartmouth St. Local Improvement District Series 2002 $2,350,000 TBD $0 TBD Special Assessments TOTAL SPECIAL ASSESSMENT BONDS $1,512,168 OTHER DEBT (Special Assessment Bond Anticipation Notes) Outstanding 69th Avenue Local Improvement District Series 2000 $1,715,000 06/30/00 $1,715,000 01/02/02 Refinance - Bond/Note Dartmouth Street Local Improvement District Series 2001 $2,214,710 05/01/01 $2,214,710 05/01/02 Refinance - Bond/Note TOTAL OTHER DEBTS OUTSTANDING $3,929,710 GRANT TOTAL - CITY OF TIGARD DEBT OUTSTANDING $5,911,878 •••••••••• ►•••• •••••••••••••••••••.••• wo 0 i stp Qi City of Tigard, FUND SUMMARIES Oregon Introduction 214 General Funds General Fund 217 Enterprise Funds Sanitary Sewer Fund 221 Storm Sewer Fund 223 Water Fund 225 Water SDC Fund 228 Water CIP Fund 230 Water Quality /Quantity Fund 231 Special Revenue Funds Criminal Forfeiture Fund 233 State Gas Tax Fund 234 County Gas Tax Fund 236 Parks SDC Fund 238 Traffic Impact Fee Fund 240 Urban Services Traffic Impact Fee Fund 242 Building Fund 244 Electrical Inspection Fund 246 Underground Utility Fund 248 Workers' Compensation Fund 249 Urban Services 250 Tree Replacement Fund 252 Economic Improvement District Fund 253 .W City of Tigard, Oregon Capital Projects Funds 69th Ave. LID Fund 254 Dartmouth LID Fund 255 Metro Greenspaces Fund 256 Park Levy Improvement Fund 257 Facility Fund 258 Internal Service Funds Central Services Fund 259 Fleet /Property Management Fund 261 Debt Service Funds General Obligation Debt Service Fund 263 Bancroft Debt Service Fund 265 mall 411 !!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! **tool A AAA WA City of Tigard, Oregon This page left intentionally blank The following section presents summaries of all funds that comprise the City of Tigard budget. A fund is a self - balancing set City of Tigard, of accounts. Oregon Most funds are established to track the revenues and expenses of a specific activity or operation. (For example, the Water Fund accounts for all water rate revenues and related charges and for the expenses of obtaining and providing water to the Fund Summaries customers of the water utility.) The General Fund is the primary exception to this rule. The General Fund is used to account Introduction for general - purpose revenues and operations of the City. Most of the traditional, core operations of the City (i.e. Police, Library, Planning, Engineering, Mayor and Council) are budgeted in this fund. In FY 2001 -02, the City of Tigard is adopting a major change to its financial management practices. In the past, almost all expenditures of the City were accumulated in the General Fund, and then those expenditures were allocated back to the other funds based on a series of indicators of use or benefit. This system became increasingly difficult to manage as the City grew in size and complexity. It also created extra accounting work as each expenditure, in essence, had to be processed twice. Beginning in FY 2001 -02, the City is transitioning to a "direct charge" system. Each operation has been assigned to a home fund. Expenditures of that operation will be charged directly to that fund without having to go through a two -step allocation process. This process will give City managers greater ability to ensure that expenditures of the City are correctly paid by the appropriate fund. In some cases, some operational costs may be properly paid out of more than one fund. In these instances, the City will charge the expenditure to the home fund, but will also transfer resources from the other funds that can properly pay a portion of those expenses to the home fund. The operations most directly affected by the need to transfer resources are the central administrative functions (City Adminis- tration, Finance, and City Attorney) and internal services (Fleet Management and Property Management). Accordingly, in FY 2001 -02, two new funds have been established: the Central Services Fund and the Fleet/Property Management Fund. The Central Services Fund accounts for the expenses of the central administrative services of the City: City Administration (City Manager, Human Resources, Network Services, and Risk Management), Finance (Finance Administration, Financial Operations, Office Services, and Records Management) and the City Attorney. The primary resources of this fund are � 4610 p transfers from other funds, based on indicators of use or benefit, and (in the future) a fund balance for cash -flow purposes s � �� 1 ��' ) ,. and a reserve for future major capital acquisitions. • • •• •••••• . •••••• ••••••••••••••••• The Fleet/Property Management Fund accounts for the expenses of the Fleet Management Division and the Property Man - City of Tigard, agement Division. These two divisions of the Public Works Department provide services maintaining and repairing all City Oregon vehicles and all City buildings. The resources of this fund are transfers from other funds, based on use or benefit, and (in the future) a fund balance for cash -flow purposes. Fund Summaries Under the City's previous system, the accumulation of expenses in the General Fund and their subsequent re- allocation to Introduction other funds did not appear in the budget or in the financial reports. Under the new direct charge system, the transfers be- tween funds will appear in the budget and in the financial reports. This will cause an increase in the bottom -line size of the budget equal to the amount of the transfers. These transfers will not increase the overall size of the operating budget, how- ever. Readers will be able to observe the impact of these changes by fund in the following fund summaries. In many funds, Operat- ing Expenditures will show a marked decrease from prior years. These decreases will be offset by marked increases in the Transfers category. Any given fund may show a reduction in Operating Expenditures, but other funds (particularly the Central Services and Fleet/Property Management funds) will show increased Operating Requirements. The net effect across all City funds will be a consistent level of Operating Expenditures. N ..a U' The City currently uses the following funds: City of Tigard, Oregon Fund Type Fund Name General General Fund Fund Summaries Enterprise Sanitary Sewer Water SDC Introduction 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 - Traffic Impact Fee Traffic Impact Fee Workers' Compensation Building Parks SDC Urban Services Tree Replacement Economic Improvement District N os Debt Service General Obligation Bancroft Bond Capital Projects Dartmouth LID CIP Park Levy Improvements Metro Greenspace Facility Fund 69th Ave. LID Internal Service Central Services Fleet/Property Management •••••••••••••••••••••••••••••••••••••••••••••• • Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description . 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES - 300000 Beginning Fund Balance $5,627,911 $6,657,185 $6,835,731 $5,982,150 $6,082,150 $6,082,150 General Fund Revenue #100 400000 Current taxes $6,850,073 $7,209,185 $7,649,069 $8,034,676 $8,034,676 $8,034,336 401000 Prior year taxes 135,156 173,099 125,000 160,694 160,694 161,034 Total Property Taxes $6,985,229 $7,382,284 $7,774,069 $8,195,370 $8,195,370 $8,195,370 404000 Federal grants $43,058 $500 $177,003 $97,860 $101,360 $101,360 404002 Federal Local Law Block Grant 346 - 0 0 0 0 0 410000 Cigarette tax 88,472 81,516 93,043 79,689 79,689 79,689 411000 Liquor tax 275,987 309,996 302,003 329,013 329,013 329,013 412000 State revenue sharing 192,686 210,218 205,800 208,887 208,887 208,887 414000 State grants 27,423 17,878 13,000 7,778 8,100 8,100 415000 911 emergency tax 140,128 151,163 150,807 156,222 156,222 156,222 420000 Hotel /motel tax 364,436 304,085 400,000 316,370 316,370 316,370 N 421000 County - USA 166,800 0 0 0 0 0 -1 422000 County - WCCLS 1,146,355 1,229,989 1,223,991 1,199,259 1,199,259 1,199,259 Total Other Agencies $2,445,691 $2,305,345 $2,565,647 $2,395,078 $2,398,900 $2,398,900 430000 Business tax $228,554 $221,093 $231,000 $235,620 $235,620 $235,620 431000 Plumbing Permits 0 0 0 0 0 0 432000 Building permits 0 0 0 0 0 0 433010 Eroison control plan check fees 0 0 0 1,230 1,230 1,230 433060 CDC review fees 10,510 11,170 0 13,900 13,900 13,900 433070 Address fees 2,490 15,210 4,250 4,500 4,500 4,500 434000 Alarm permit 30,516 32,585 33,548 36,064 36,064 36,064 435000 Liquor permit fees 4,585 4,150 4,410 4,631 4,631 4,631 436000 Engr. public improvements 170,366 102,563 175,000 55,000 55,000 55,000 437000 Sign permit fees 8,225 7,570 5,375 8,100 8,100 8,100 Altb 438000 Land use application fee 153,444 160,549 150,000 130,000 130,000 130,000 439000 Reimbursement application fee 13,880 18,115 10,800 11,880 11,880 11,880 440000 Lien search fees 35,440 13,480 36,000 37,080 37,080 37,080 ; IIIIIN�� ii'l 451000 Misc. fees & charges 31,996 30,676 42,000 44,100 44,100 44,100 .--0,i 61 452000 Park reservations 24,300 21,053 18,000 23,211 23,211 23,211 Total Fees & Charges $714,306 $638,214 $710,383' $605,316 $605,316 $605,316 Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon 455000 Customer deposit forfeitures $0 $3,208 $0 $0 $0 $0 455010 Fines & forfeitures - traffic 378,695 332,767 679,500 632,500 632,500 632,500 General Fund 455020 Fines &.forfeitures - misdem. 0 0 0 0 0 0 #100 455030 Fines & forfeitures - parking 210 0 0 0 0 0 456000. Indigent Defense 0 0 0 0 0 0 457000 Library fines . 11,862 35,369 50,000 51,000 51,000 51,000 458000 Civic infractions 200 -250 500 250 250 250 Total Fines $390,967 $371,594 $730,000 $683,750 $683,750 $683,750 460000 Electric $905,900 $905,927 $937,300 $1,188,064 $1,188,064 $1,188,064 461000 Gas • 236,682 274,655 247,200 342,904 342,904 342,904 462000 Telephone 389,252 379;145 412,000 420,240 420,240 420,240 463000 Garbage 218,708 216,414 234,840 171,000 171,000 171,000 465000 Cable TV 220,198 184,627 172,840 184,653 184,653 184,653 ti Total Franchise Fees $1,970,740 $1,960,768. $2,004,180 $2,306,860 $2,306,860 $2,306,860 co 470000 Interest $326,819 $390,707 $330,000 $329,000 $329,000 $329,000 471000 Interest earned from others 21,047 - 14,830 0 12,500 12,500 12,500 . 472000 Rentals 17,314 - 13,187 1 0 0 0 Total Interest & Rentals $365,180 $418,724 $330,001 $341,500 $341,500 $341,500 477000 Donations /Gifts - $346 $278 _ $150,250 $250 $250. $250 478000 Other revenues 1,234 1,081 1,000 1,000 1,000. 1,000 479000 Recovered expenditures 626,765 184,958 61,500 75,000 75,000 75,000 Total Other Revenue $628,345 $186,317 $212,750 $76,250 $76,250 $76,250 " Total Revenue $13,500,458 $13,263,246. $14,327,030 $14,604,124 $14,607,946 $14,607,946 //r►i P�' 11 jJ . . •••••00000.0•••••••••-•0•••••0•0•••••,000.0•••••• - Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 City of Tigard, , Oregon Transfer in from other funds Building Fund $0 $0 $0 $223,685 $223,685. $223,685 General Obligation Debt Fund 0 0 31,500 0 0 0 General Fund Sanitary Sewer Fund - 0 0 0 108,518 111,347 111,347 #100 Storm Sewer Fund 0 0 0 310,154 300,082 300,082 Water Fund 0 0 0 250,796 272,156 272,156 Water Quality /Quantity Fund 0 0 0 977 977 977 Criminal Forfeiture Fund 0 0 0 56,420 56,420 56,420 State Gas Tax Fund 0 0 0 859,397 783,225 783,225 County Gas Tax Fund 0 0 0 180,337 160,888 160,888 Traffic Impact Fee Fund 0 0 0 79,534 79,534 79,534 Traffic Impact -Fee U.S. Fund 0 0 0 35,045 35,045 35,045 , Electrical Inspection Fund 0 0 0 19,221 19,221 19,221 ' - Urban Services Fund 0 0 0 133,705 133,705 133,705 Tree Replacement Fund 0 0 0 2,300 .2,300 2,300 Economic Improvement District Fund 0 0 0 53,334 53,334 53,334 Total transfer in from other funds $0 $0 $31,500 $2,313,423 $2,231,920 $2,231,920 N CD TOTAL RESOURCES $19,128,369 $19,920,431 $21,194,261 $22,899,698 $22,922,016 $22,922,016 REQUIREMENTS Program Expenditures Community Services $7,757,048 $8,298,998 $9,631,026 $9,068,891 $9,065,313 $9,065,313 Public Works 398,243 440,687 727,289 2,548,149 2,374,907 2,374,907 Development Services 1,538,405 1,613,350 1,899,955 2,532,431 2,532,431 2,532,431 Policy and Administration 1,738,582 1,874,194 2,248,019 382,725 385,738 385,738 General Government 213,348 156,849 27,846 0 0 0 Total Expenditures $11,645,626 $12,384,078 $14,534,135 $14,532,196 $14,358,389 $14,358,389 Debt Service $0 $0 $0 $0 $0 $0 A " \ Capital Improvements $825,558 $313,259 $384,500 $310,000 $410,000 $410,000 Transfer out to other funds $0 $180,000 $625,000 $0 $0 $0 Facilities Fund 0 0 0 450,000 450,000 450,000 ►m„�li fl � Building Fund 0 0 0 54,750 , 54,750 54,750 Central Services Fund 0 0 0 2,280,560 2,280,560 2,280,560 Reserve for Financial System ' 0 0 0 250,000 250,000 250,000 • Fleet/Property Management Fund 0 0 0 587,274 625,701 625,701 Total transfer out to other funds $0 $180,000 $625,000 $3,622,584 $3,661,011 $3,661,011 • • • Actual Actual Adopted Proposed Approved Adopted Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 City of Tigard, Oregon Contingency General Contingency $0 $0 $588,338 $1,000,000 $1,000,000 $1,000,000 Designated Contingency 0 0 3,490 0 0 0 General Fund Total Contingency $0 $0 $591,828 $1,000,000 $1,000,000 $1,000,000 #100 Total Budget $12,471,184 $12,877,337 $16,135,463 $19,464,780 $19,429,400 $19,429,400 Ending Fund Balance Undesignated Fund Balance $6,657,185 $7,043,094 $4,933,798 $3,434,917 $3,492,616 $3,492,616 Reserves for Future Requirements 0 0 125,000 0 0 0 Total Ending Fund Balance $6,657,185 $7,043,094 $5,058,798 $3,434,917 $3,492,616 $3,492,616 TOTAL REQUIREMENTS $19,128,369 $19,920,431 $21,194,261 $22,899,698 $22,922,016 $22,922,016 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. 0 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 ofpublic rights -of -way paid by public utilities as a percentage of the utility's gross proceeds collected in the City. The General Fund supports a variety of services provided to the community. It is the City's primary discretionary fund and can be used for any purpose approved by the City Council. Fund revenues are projected to increase slightly from FY 2000 -01 levels. The FY 2000 -01 budgeted revenues included some grant and donation revenues, which are not expected to be received in FY 2001 -02. The revenue category with the largest anticipated increase is Franchise Fees. This category is expected to increase about 15% primarily due to electricity and natural gas rate increases expected this fall. Property tax revenues are also expected to increase in FY 2001 -02 due'to A �� the allowable 3% increase in assessed valuation and new construction. �J,� �u0,1 "` - " 671 Total expenditures show little change from FY 2000 -01. The FY 2001 -02 Budget marks a change to a direct charge system. Please see the introduction to the Fund Summary section for a fuller explanation of these changes. •••••••••••••••••••••• • Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description , 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $5,258,071 $6,101,481 $7,631,639 $8,279,097 $8,279,097 $8,279,097 Revenue Sanitary Sewer 443000 Sewer connection fees $166,860 $176,180 $298,000 $294,500 $294,500 $294,500 Fund #500 444000 Sewer inspection fees 0 0 0 0 0 0 446015 Bad debt expense 0 (445) 0 0 0 0 446020 Sewer service charges 1,305,494 1,502,997 1,372,000 1,960,000 1,960,000 1,960,000 470000 Interest 327,821 346,815 302,000 455,400 455,400 455,400 478000 Other revenues 1,977 2,684 0 0 0 0 479000 Recovered expenditures 1,021 13,783 0 0 0 0 479010" Reimb. district revenue 0 177,548 0 0 0 0 Total Revenue $1,803,173 $2,219,562 $1,972,000 $2,709,900 $2,709,900 $2,709,900 TOTAL RESOURCES $7,061,244 $8,321,043 $9,603,639 $10,988,997 $10,988,997 $10,988,997 REQUIREMENTS Program Expenditures Public Works $539,854 $471,983 $663,211 $462,360 $456,791 $456,791 Development Services 67,656 71,031 71,700 0 0 0 N Policy and Administration 242,533 290,613 131,753 0 0 0 General Government 27.770 26,282 4,664 0 0 0 - Total Expenditures $877,813 $859,909 $871,328 $462,360 $456,791 $456,791 Debt Service $0 $0 . $0 $0 $0 $0 Capital Improvements $81,950 $709,183 $1,290,000 $2,230,000 $2,230,000 $2,230,000 Transfer out to other funds General Fund $0 $0 $0 $108,518 $111,347 $111,347 Central Services Fund 0 0 0 125,300 125,300 125,300 Fleet/Property Management Fund 0 0 0 22,733 24,012 24,012 Total transfer out to other funds $0 $0 $0 $256,551 $260,659 $260,659 Contingency General Contingency $0 $0 $335,000 $430,000 $430,000 $430,000 Total Contingency $0 $0 $335,000 $430,000 $430,000 $430,000 A Total Budget $959,763 $1,569,092 $2,496,328 $3,378,911 $3,377,450 $3,377,450 �/nea j h Ending Fund Balance _ n � �llp`� Undesignated Fund Balance $6,101,481 $6,751,951 $7,107,311 $7,610,086 $7,611,547 $7,611,547 ..lj� Total Ending Fund Balance $6,101,481 $6,751,951 $7,107,311 $7,610,086 $7,611,547 $7,611,547 TOTAL REQUIREMENTS $7,061,244 $8,321,043 $9,603,639 $10,988,997 $10,988,997 $10,988,997 Clean Water Services (formerly the Unified Sewerage Agency -USA) is a special district within Washington County that City of Tigard, provides sewer treatment. USA contracts with the City to bill and collect USA sewer charges within a defined service area. Oregon In addition, the City maintains sanitary sewer lines within this service area on behalf of USA. Sewer connection fees are charged to developers upon connection to the sewer system. Clean Water Services sets the Sanitary Sewer amount of the connection fee each year. The City keeps 20% of each fee and sends the remaining 80% to Clean Water Fund #500 Services each month. Clean Water Serivces also sets sewer service charges. The City keeps 21.4% of the non - revenue bond portion of the total monthly per unit charge. Clean Water Services sewer service charge is based upon water consumption during the previous winter average period. Fund revenues are up substantially from the FY 2000 -01 Adopted Budget. Clean Water Services has been working with local governments to rationalize sewer service areas to improve maintenance efficiencies and customer service. The in- creased revenues reflect and expansion of Tigard's service area. In addition, actual revenues in FY 2000 -01 -are anticipated to be higher than budgeted, and that trend has been carried forward into FY 2001 -02. N Total expenditures show a marked decrease from prior years. These decreases are offset by marked increases in the Trans- fers category. Please see the introduction to the Fund Summary section for a fuller explanation of these changes. •••••••••••••••• ••••••••••••••••••••••••••••• Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 30000 Fund balance $645,294 $783,436 $982,312 $948,638 $960,638 $960,638 Storm Sewer Revenue Fund #510 447000 Bad debt expense $0 ($62) $0 $0 $0 $0 447000 Service charges 1,027,745 1,080,666 1,078,000 1,462,860 1,462,860 1,462,860 470000 Interest 31,840 34,433 26,000 52,200 52,200 52,200 418000 Intergovernmental revenue 72,487 0 0 0 0 0 479000 Recovered expenditures 145 44,474 0 0 0 0 Total Revenue $1,132,217 $1,159,511 $1,104,000 $1,515,060 $1,515,060 $1,515,060 TOTAL RESOURCES $1,777,511 $1,942,947 $2,086,312 $2,463,698 $2,475,698 $2,475,698 REQUIREMENTS Program Expenditures Public Works $517,030 $589,587 $775,325 $458,891 $452,530 $452,530 N Development Services 62,360 65,598 68,655 0 0 0 w Policy and Administration 227,698 275,643 146,975 0 0 0 General Government 27,770 26,282 4,664 0 0 0 Total Expenditures $834,858 $957,110 $995,619 $458,891 $452,530 $452,530 Capital Improvements $159,217 ,$207,859 $419,000 $330,000 $342,000 $342,000 Transfer out to other funds General Fund $0 $0 $0 $310,154 $300,082 $300,082 Central Services Fund 0 0 0 146,927 146,927 146,927 Fleet/Property Management Fund 0 0 0 44,060 46,539 46,539 Total transfer out to other funds $0 $0 $0 $501,141 $493,548 $493,548 Contingency General Contingency $0 $0 $200,000 $182,000 $182,000 $182,000 Total Contingency $0 $0 $200,000 $182,000 $182,000 $182,000 A ni�� Budget $994,075 $1,164,969 $1,614,619 $1,472,032 $1,470,078 $1,470,078 �/0i I Ending Fund Balance _ ��0j� Undesignated Fund Balance $783,436 $777,978 $471,693 $991,666 $1,005,620 $1,005,620 cam' - -" Total Ending Fund Balance $783,436 $777,978 $471,693 $991,666 $1,005,620 $1,005,620 TOTAL REQUIREMENTS $1,777,511 $1,942,947 $2,086,312 $2,463,698 $2,475,698 $2,475,698 Clean Water Services (formerly the Unified Sewerage Agency -USA) is a special district within Washington County that City of Tigard, provides sanitary and storm sewer treatment. Clean Water Services contracts with the City to bill and collect the storm water Oregon charge within a defined service are and provide storm water system maintenance within this area. Funds are used for the operation, maintenance and repair of storm sewer facilities. In return for services provided by the City to Clean Water Services, the City shares in the revenue collected for the monthly charges. The City keeps $3.00 of the $4.00 monthly storm Storm Sewer water charge and sends the balance to Clean Water Services. Fund #510 Fund revenues are up substantially from the FY 2000 -01 Adopted Budget. Clean Water Services has been working with local governments to rationalize sewer service areas to improve maintenance efficiencies and customer service. The in- creased revenues reflect and expansion of Tigard's service area. In addition, actual revenues in FY 2000 -01 are anticipated to be higher than budgeted, and that trend has been carried forward into FY 2001 -02. Total expenditures show a marked decrease from prior years. These decreases are offset by marked increases in the Trans- fers category. Please see the Introduction to the Fund Summary section for a fuller explanation of these changes. N N A • • ,„,,,.„,,„„„,„,,,,,, . II 7 . ..... , , • • • • • . • • • • • . ' • . . . • • • . • • • • . • • • • . • • • • • • • • • • . • • • • • City of Tigard, Actual Actual Adopted Proposed Approved Adopted Oregon Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 RESOURCES Water Fund #530 30000 Fund balance $8,696,409 $5,304,991 $3,547,858 $5,289,023 $5,289,023 $5,289,023 401000 Current taxes $11,062 $111 $0 $0 $0 $0 446010 Metered water sales 4,233,818 4,493,330 4,480,500 5,200,000 5,200,000 5,200,000 446011 Other water sales 7,747 12,188 10,000 10,000 10,000 10,000 446013 Meter installation fees 153,515 138,570 128,075 1 14,000 114,000 114,000 446014 Credits for leaks /misreads (13,193) (34,788) (9,000) (9,000) (9,000) (9,000) 446015 Bad debt expense 93 (2,396) (10,000) 0 0 0 448000 SDC reimbursement 336,056 291,188 287,730 230,865 230,865 230,865 Total Water Sales $4,729,098 $4,898,203 $4,887,305 $5,545,865 $5,545,865 $5,545,865 447001 Developers fees $55,767 $93,131 $50,000 $60,000 $60,000 $60,000 447002 Engineering fees 11,153 18,626 10,000 14,000 14,000 14,000 N 447005 Fire service reimbursement 16,250 2,500 7,500 4,200 4,200 4,200 N N Total Developer Revenue $83,170 $114,257 $67,500 $78,200 $78,200 $78,200 451000 Misc. fees and charges $1,943 $3,167 $2,000 $2,000 $2,000 $2,000 470000 Interest income 281,418 244,756 100,000 291,000 291,000 291,000 471000 Interest earned from others 0 0 0 0 0 0 472000 Rental income 11,261 386 17,400 17,400 , 17,400 17,400 478000 Other revenues 5,094 15,629 5,000 5,000 5,000 5,000 478001 Penalties for non - payment 9,390 160 10,000 10,000 10,000 10,000 478002 Returned check fee 1,620 510 1,620 1,000 1,000 1,000 479000 Recovered expenditures 2,594 8,851 5,000 5,000 5,000 5,000 479005 Bad. debt rec. exp. 0 0 0 0 0 0 Total Miscellaneous Revenue $313,320 $273,459 $141,020 $331,400 $331,400 $331,400 Total Revenue $5,125,588 $5,285,919 $5,095,825 $5,955,465 $5,955,465 $5,955,465 / � TOTAL RESOURCES $13,821,997 $10,590,910 $8,643,683 $11,244,488 $11,244,488 $11,244,488 Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon REQUIREMENTS Program Expenditures Water Fund #530 Public Works $3,623,792 $4,725,587 $4,532,879 $4,229,603 $4,221,381 $4,221,381 Policy and Administration 304,604 353,245 587,177 0 0 0 General Government 27,770 26,282 4,664 0 0 0 Total Expenditures $3,956,166 $5,105,114 $5,124,720 $4,229,603 $4,221,381 $4,221,381 Debt Service $0 $0 $0 $0 $0 $0 Capital Improvements $560,840 $76 $1,255,000 $982,500 $982,500 $982,500 Transfer out to other funds General Fund $0 $0 $0 $250,796 $272,156 $272,156 Central Services Fund 0 0 0 818,837 818,837 • 818,837 Fleet/Property Management Fund 0 0 0 66,378 70,112 70,112 Water CIP Fund 4,000,000 0 0 0 0 0 Total transfer out to other funds $4,000,000 $0 $0 $1,136,011 $1,161,105 $1,161,105 N Contingency a) General Contingency $0 $0 $800,000 $952,000 $952,000 $952,000 Total Contingency $0 $0 $800,000 $952,000 $952,000 $952,000 Total Budget $8,517,006 $5,869,837 $7,179,720 $7,300,114 $7,316,986 $7,316,986 Ending Fund Balance Undesignated Fund Balance $5,304,991 $4,721,073 $1,463,963 $3,944,374 $3,927,502 $3,927,502 Total Ending Fund Balance $5,304,991 $4,721,073 $1,463,963 $3,944,374 $3,927,502 $3,927,502 TOTAL REQUIREMENTS $13,821,997 $10,590,910 $8,643,683 $11,244,488 $11,244,488 $11,244,488 A . ,, .0,„„,,,,,,,,,,\ ,,,JJ,.,.... ••••••••••••••••••••••••••••••••••••••••••••• The City of Tigard manages the operation of the Tigard water system through an intergovernmental agreement with the cities City of Tigard, . of King City, Durham, and the Tigard Water District. This fund is the primary operating fund of the water system and ac- Oregon counts for all costs related to the water operation. The fund also accounts for ongoing maintenance projects and routine capital improvement projects. Water Fund #530 Water sales income is based on water supply projections and estimated growth in the customer base of the system. These estimates include a 3% water rate increase approved by the Tigard City Council effective July 1, 2000 and a 15.5% rate increase effective May 1, 2001. Developer revenues are charges assessed to developers of property and cover engineering expenses connected with the development and overall cost of the system. Miscellaneous revenues consist of a variety of smaller revenue sources. The largest single item in this category is interest earned on fund balances. Overall, fund revenues are anticipated to increase about 17% from FY 2000 -01 levels, primarily due to the approved rate increases. Revenues are the product not only of rates, but also the amount of water sold. The FY 2001 -02 budget assumes consumption levels consistent with prior years. FY 2001 -02 is now expected to be a very dry year. The City will be encouraging conservation measures. Fund revenues will be closely monitored throughout the year to determine what, if any, impact increased conservation will have on fund revenues. Total expenditures show a marked decrease from prior years. These decreases are offset by marked increases in the Transfers category. Please see the introduction to the Fund Summary section for a fuller explanation of these changes. Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES - 300000 Fund balance $575,928 $398,858 $601,764 $65,829 $65,829 $65,829 Water SDC Revenue Fund #540 450000 System Development Chgs $299,474 $233,610 $214,800 $698,131 $698,131 $698,131 470000 Interest 23,456 25,007 25,000 3,600 3,600 3,600 Total Revenue $322,930 $258,617 $239,800 $701,731 $701,731 $701,731 TOTAL RESOURCES $898,858. $657,475 $841,564 $767,560 $767,560 $767,560 REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 Capital Improvements $500,000 $279,645 $840,000 $588,000 $588,000 $588,000 N N 00 Contingency General Contingency $0 $0 $0 $88,200 $88,200 $88,200 Total Contingency $0 $0 $0 $88,200 $88,200 $88,200 Total Budget $500,000 $279,645 $840,000 $676,200 $676,200 $676,200 Ending Fund Balance Undesignated Fund Balance $398,858. $377,830 $1,564 $91,360 $91,360 $91,360 Total Ending Fund Balance $398,858 $377,830 $1,564 $91,360 $91,360 $91,360 TOTAL REQUIREMENTS $898,858 $657,475 $841,564 $767,560 $767,560 $767,560 4 111h,„ - "it Ani .. . •••••••••••••• ••••••••••••••••••••••••••••••• The Waster SDC Fund is a subsidiary fund of the Water Fund. Water system development charges (SDCs) are charged City of Tigard, when new water meters are sold and installed. The total amount charged for each meter includes a portion for future capac- Oregon ity- increasing projects, a portion for the cost of the meter and a portion charged as an SDC reimbursement in the Water Fund. This fund accounts for capacity- related funds and may only be'spent on capacity- related projects. Water SDC Water SDCs were last updated in July 2000 (after the FY 2000 -01 budget was adopted) based upon a water rate study. Fund #540 The improvement portion of the charge is recorded in this fund to be used to fund capacity- increasing improvements to the water system. Fund revenues reflect the recent SDC rate increase and anticipated water meter sales. Expenditures are dependent upon the City's capital improvement plan and will vary from year to year according to the specific projects budgeted. N N t0 Actual Actual Adopted Proposed Approved . Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $46,903 $3,806,091 $3,791,648 $3,985,979 $3,985,979 $3,985,979 Water CIP Revenue Fund #550 470000 Interest $193,310 $194,572 $75,120 $219,200 $219,200 $219,200 478000 Other revenues 0 4,163 0 0 0 0 499000 Transfer from other funds 4,000,000 0 0 0 0 0 Total Revenue $4,193,310 $198,735 $75,120 $219,200 $219,200 $219,200 TOTAL RESOURCES $4,240,213 $4,004,826 $3,866,768 $4,205,179 $4,205,179 $4,205,179 REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 Capital Improvements $434,122 $108,847 $3,500,000 $485,500 $485,500 $485,500 N c CONTINGENCY General Contingency $0 $0 $100,000 $73,000 $73,000 $73,000 Total Contingency $0 $0 $100,000 $73,000 $73,000 $73,000 Total Budget $434,122 $108,847 $3,600,000 $558,500 $558,500 $558,500 Ending Fund Balance Undesignated Fund Balance $3,806,091 $3,895,979 $266,768 $3,646,679 $3,646,679 $3,646,679 Total Ending Fund Balance $3,806,091 $3,895,979 $266,768 $3,646,679 $3,646,679 $3,646,679 TOTAL REQUIREMENTS $4,240,213 $4,004,826 $3,866,768 $4,205,179 $4,205,179 $4,205,179 A i Water CIP Fund accounts for major capital projects of the Water System. Fund resources consist of periodic transfers from the Water Fund and interest earnings on any fund balances. / / ri� idi�"N 0i c441'' .-__., In FY 1998 -99, the Water Fund transferred $4 million to the Water CIP Fund in anticipation of a new water supply project. That project was delayed, and funds are held in this fund in anticipation of a major water supply project at some time in the future. 60•0.0...41004110.410410•••••••••••••••••••• Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance_ $1,171,814 $1,365,340 $1,527,232 $1,099,297 $1,149,297 $1,149,297 Water Quality/ Revenue Quantity 445000 Service charges $147,938 $190,439 $124,000 $96,400 $96,400 $96,400 Fund #520 470000 Interest 68,915 76,149 33,000 60,500 60,500 60,500 479000 Recovered expenditures 0 42,490 0 0 0 0 Total Revenues $216,853 $309,078 $157,000 $156,900 $156,900 $156,900 TOTAL RESOURCES $1,388,667 $1,674,418 $1,684,232 $1,256,197 $1,306,197 $1,306,197 REQUIREMENTS Program Expenditures Development Services $1,765 $1,793 $1,005 $0 $0 $0 • Policy and Administration 0 0 41 0 0 0 w Total Expenditures $1,765 $1,793 $1,046 $0 $0 $0 Capital Improvements $21,562 $16,023 $720,000 $353,500 $403,500 $403,500 Transfer out to other funds General Fund $0 $0 $0 $977 $977 $977 Central. Services Fund 0 0 0 174 174 174 Fleet/Property Management Fund 0 0 0 5 5 5 Total transfer out to other funds $0 $0 $0 $1,156 $1,156 $1,156 Contingency General Contingency $0 $0 $115,000 $53,000 $53,000 $53,000 Total Contingency $0 $0 $115,000 $53,000 $53,000 $53,000 Total Budget $23,327 $17,816 $836,046 $407,656 $457,656 $457,656 Ending Fund Balance Undesignated Fund Balance $1,365,340 $1,656,602 $848,186 $848,541 $848,541 $848,541 Total Ending Fund Balance $1,365,340 $1,656,602 $848,186 $848,541 $848,541 $848,541 // ri� �dl��M 1 0 ∎ 1 I j I A - �!�i - ,:. .. J1. TOTAL REQUIREMENTS $1,388,667 $1,674,418 $1,684,232 $1,256,197. $1,306,197 $1,306,197 • This is a subsidiary fund of the Storm Sewer Fund. The City charges Water Quality/Quantity fees, established by Clean City of Tigard, Water Services (formerly the Unified Sewerage Agency -USA), on certain development activities in the City. Revenues Oregon collected are used to fund offsite storm water system improvements and capacity improvements to the storm sewer system. Fund revenues are projected to be essentially the same as in FY 2000 -01. This trend is the result of a slight increase in Water Quality/ development activity, but also anticipated increases in the number of properties subject to this•charge that will be providing Quantity on -site stormwater detention facilities. The net result of these two trends is no anticipated growth in fund revenues. Fund #520 • Total expenditures show a marked decrease from prior years. These decreases are offset by marked increases in the Trans- fers category. Please see the introduction to the Fund Summary section for a fuller explanation of these changes. N • • • ArottoNik rA N O•.•. O••••••••• ••••••••••••••••••••••••••••••• • • Actual Actual Adopted Proposed Approved Adopted Description . 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 City of Tigard, Oregon RESOURCES . 300000 Fund balance $26,974 $54,397 $106,709 $53,520 $53,520 $53,520 Revenue Criminal Forfeiture 455000 Forfeiture revenues $0 $16,742 $0 $0 $0 $0 Fund #235 470000 Interest 3,963 5,904 3,000 2,900 2,900 2,900 478000 Other revenues 37,980 0 5,000 0 0 0 479000 Recovered expenditures 0 200 0 0 0 0 • Total Revenue $41,943 $22,846 $8,000 $2,900 $2,900 $2,900 TOTAL RESOURCES $68,917 $77,243 $114,709 $56,420 $56,420 $56,420 REQUIREMENTS • Program Expenditures Community Services $14,521 $11,660 $20,000 $0 $0 $0 Total Expenditures $14,521 $11,660 $20,000 $0 $0 " $0 w Debt Service $0 $0 $0 $0 $0 $0 w Capital Improvements $0 $0 $0 $0 $0 $0 Transfer out to other funds General Fund $0 $0 $0 $56,420 $56,420 $56,420 ' Total transfer out to other funds $0 $0 $0 $56,420 $56,420 $56,420 Contingency General Contingency $0 $0 $3,000 $0 $0 $0 Total Contingency $0 $0 $3,000 $0 $0 $0 Total Budget $14,521 $11,660 $23,000 $56,420 $56,420 $56,420 Ending Fund Balance Undesignated Fund Balance $54,396 $65,583 $91,709 $0 $0 $0 Total Ending Fund Balance $54,396 $65,583 $91,709 $0 $0 $0 TOTAL REQUIREMENTS "$68,917 $77,243 $114,709 $56,420 $56,420 $56,420 /4"601V Historically, revenues in the Criminal Forfeiture Fund were received from the seizure of assets used in criminal activity. The �j�) passage of Ballot Measure 3 by voters in November 2000 severely limited the ability of police agencies to sieze assets, there- - ^ ^ ^" "° fore no new revenue is projected for this fund. Funds on hand prior to the passage of Ballot Measure 3, however, may continue to be used for drug and organized crime enforcement activities. The budget allows transfer of these funds to the General Fund on an as needed basis to allow use of these funds for allowable activities. Actual Actual Adopted Proposed Approved Adopted Description - 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 City of Tigard, Oregon RESOURCES 300000 Fund balance $346,555 $319;155 $244,245 $149,452 $149,452 $149,452 State Gas Tax Revenue 404000 Federal grants $0 $0 $120,000 $0 $0 $0 Fund #200 413000 State gas tax share 1,622,304 . 1,654,580 1,726,129 1,650,588 1,650,588 1,650,588 442000 Street lighting fees 9,100 9,882 8,000 • 8,000 8,000 8,000 470000 Interest 27,697 23,674 28,000 22,700 22,700 22,700 479000 Recovered expenditures 3,270 174,991 0 0 0 0 Total Revenue $1,662,371 $1,863,127 $1,882,129 $1,681,288 $1,681,288 $1,681,288 TOTAL RESOURCES $2,008,926 $2,182,282 $2,126,374 $1,830,740 $1,830,740 $1,830,740 REQUIREMENTS Program Expenditures ' Public Works $498,968 $611,394 $762,673 $0 $0 $0 Development Services 369,732 400,235 488,193 485,000 505,000 505,000 w Policy and Administration 147,035 170,905 190,477 0 0 0 A General Government 22,215 21,015 3,731 0 0 0 Total Expenditures $1,037,950 $1,203,549 $1,445,074 $485,000 $505,000 $505,000 Debt Service $0 $0 $0 $0 $0 $0 Capital Improvements $651,821 $563,895 $514,000 $132,000 $207,000 $207,000 Transfer out to other funds General Fund $0 $0 $0 $859,397 $783,225 $783,225 Central Services Fund 0 , 0 0 221,818 221,818 221,818 Fleet/Property Management Fund 0 0 0 61,886 65,367 65,367 Total transfer out to other funds $0 $0 $0 $1,143,101 $1,070,410 $1,070,410 Contingency General Contingency $0 $0 $150,000 $19,800 $19,800 $19,800 Total Contingency $0 $0 $150,000 $19,800 $19,800 $19,800 Total Budget $1,689,771 $1,767,444 $2,109,074 $1,779,901 - $1,802,210 $1,802,210 iim Ending Fund Balance • 4 1 11�� V Undesignated Fund Balance $319,155 $414,838 $17,300 $50,839 $28,530 $28,530 Total Ending Fund Balance $319,155 $414,838 $17,300 $50,839 $28,530 $28,530 TOTAL REQUIREMENTS $2,008,926 $2,182,282 $2,126,374 $1,830,740 $1,830,740 $1,830,740 .•.•.•..••••••• ••••••••••••••••••••••••••••••• This fund records shared revenues from a state tax on sale and use of motor vehicle fuel. Funds are used for construction, City of Tigard, reconstruction, improvement, repair, maintenance, operation and use of public highways, roads, streets, and roadside rest Oregon areas. Monies may also be used for street lighting and cleaning, storm drainage, traffic control devices and cost of adminis- tration. State Gas Tax State gasoline tax and vehicle registration fees are shared with cities and counties throughout the state using a formula set by Fund #200 the legislature. Estimated revenue is based upon $41.84 per capita using a population estimate of 39,450 for FY 2001 -02. State gas tax rates have not increased for several years. Revenues are not keeping pace with need, which is reflected in a steadily decreasing amount budgeted for capital improvements. Total expenditures show a marked decrease from prior years. These decreases are offset by marked increases in the Trans- fers category. Please see the introduction to the Fund Summary section for a fuller explanation of these changes. N W ' Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 - Fund balance $29,454 $8,379 $57,069 $37,068 $37,068 $37,068 County Gas Tax Revenue Fund #205 423000 County gas tax $164,527 $181,560 $172,000 $174,580 $174,580 $174,580 470000 Interest 1,711 2,258 1,000 2,000 2,000 2,000 Total Revenue $166,238 $183,818 $173,000 $176,580 $176,580 $176,580 TOTAL RESOURCES $195,692 $192,197 $230,069 $213,648 $213,648 $213,648 REQUIREMENTS Program Expenditures Public Works $187,313 $132,191 $162,788 $0 $0 $0 Policy and Administration 0 0 2,898 0 0 0 Total Expenditures $187,313 $132,191 $165,686 $0 $0 $0 Debt Service $0 $0 $0 $0 $0 $0 ca Capital Improvements $0 $0 $0 $0 $0 $0 . Transfer out to other funds General Fund $0 $0 $0 $180,337 _ $160,888 $160,888 Central Services Fund 0 0 0 18,738 18,738 18,738 Fleet/Property Management Fund 0 0 0 4,565 4,822 4,822 Totaltransfer_out to other funds $0 $0 $0 $203,640 $184,448 $184,448 Contingency General Contingency $0 $0 $23,000 $10,000 $10,000 $10,000 Total Contingency $0 $0 $23,000 $10,000 $10,000 $10,000 Total Budget $187,313 $132,191 $188,686 $213,640 $194,448 $194,448 Ending Fund Balance Undesignated Fund Balance $8,379 $60,006 $41,383 $8 $19,200 $19,200 Total Ending Fund Balance $8,379 $60,006 $41,383 $8 $19,200 $19,200 Afri��'� it I' `._ TOTAL REQUIREMENTS $195,692 $192,197 $230,069 $213,648 $213,648 $213,648 0600000000.0000000••••••• • •••••••••••••••0••• Washington County collects one cent per gallon of gas sold within the county as a county gas tax. Taxes are distributed to City of Tigard, cities within the county according to a formula set by the county. Funds are used for construction, reconstruction, improve - Oregon ment, repair maintenance, operation and use of public highways, roads and streets. Fund revenues have been fairly constant over the last several years and are projected to remain so. Total expenditures show . County Gas Tax a marked decrease from prior years. These decreases are offset by marked increases in the Transfers category. Please see Fund #205 the introduction to the Fund Summary section of a fuller explanation for these changes. N -4 A P' mamma Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $1,063,210 $833,614 $820,870 $395,331 $395,331 $395,331 Parks SDC Fund #225 Revenue 449010 SDC - Parks $251,891 $235,325 $393,000 $502,322 $502,322 $502,322 470000 Interest 54,044 46,104 18,000 9,600 9,600 9,600 479000 Recovered expenditures 15,000 0 0 0 0 0 Total Revenue $320,935 $281,429 $411,000 $511,922 $511,922 $511,922 Transfers in from other funds $0 $0 $185,000 $0 $0 $0 TOTAL RESOURCES $1,384,145 $1,115,043 $1,416,870 $907,253 $907,253 $907,253 REQUIREMENTS Program Expenditures w Community Services $6,764. $0 $0 , $0 $0 $0 O0 Development Services 3,529 3,640 2,040 0 0 0 Policy and Administration 0 0 82 0 0 0 Total Expenditures $10,293 3,640 $2,122 $0 $0 $0 Debt Service $0 $0 $0 $0 $0 $0 Capital Improvements $540,239 194,286 $1,315,899 $821,764 $821,764 $821,764 Transfer out to other funds $0 $0 $0 $0 $0 $0 Contingency General Contingency $0 $0 $97,231 $80,000 $80,000 $80,000 Total Contingency $0 $0 $97,231 $80,000 $80,000 $80,000 Total Budget $550,532 $197,926 $1,415,252 $901,764 $901,764 $901,764 Ending Fund Balance mitt 1 I ' Undesignated Fund Balance • $833,613 $917,117 $1,618 $5,489 - $5,489 $5,489 °`I� Total Ending Fund Balance $833,613 $917,117 $1,618 $5,489 $5,489 $5,489 TOTAL REQUIREMENTS $1,384,145 $1,115,043 $1,416,870 $907,253 $907,253 $907,253 •• 6000000000000000-0000••••••••••••••••S••••••. Park System Development Charges (SDC) are charged when a building permit is issued for any new, residential, multi - family City of Tigard, or commercial construction, additions, alterations or change in use . Funds collected are used to fund the acquisition, Bevel- _ Oregon opment, and expansion of additional recreation spaces and facilities. The Parks SDC fee was recently increased, to be effective in July 2001. Prior to this, the fee was last increased in 1996. Parks SDC Fund revenues are expected to increase 25% from FY 2000-01 levels due to the recent SDC fee increase. Expenditures Fund #225 from this fund are dependent upon the City's five -year Capital Improvement Plan (CIP), currently under development. CIP expenditures vary from year to year depending upon the projects budgeted. The FY 2001 -02 CIP shows a reduction from FY 2000 -01 levels. Ail A t0 • Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $3,458,205 $3,270,336 $2,554,111 $1,990,478 $1,990,478 $1,990,478 Traffic Impact Fee Revenue ' Fund #210 404000 Federal Grants $0 $0 $0 $270,000 $270,000 $270,000 448000 Traffic impact fee 694,380 732,582 1,010,000 993,700 993,700 993,700 470000 Interest 206,023 178,415 90,000 109,500 109,500 109,500 479000 Recovered expenditures 0 0 0 0 0 0 Total Revenue $900,403 $910,997 $1,100,000 $1,373,200 $1,373,200 $1,373,200 TOTAL RESOURCES $4,358,608 $4,181,333 $3,654,111 $3,363,678 $3,363,678 $3,363,678 REQUIREMENTS Program Expenditures Development Services $65,699 $70,171 $75,362 $0 $0 $0 N Policy and Administration 0 0 17,747 0 0 0 c Total Expenditures $65,699 $70,171 $93,108 $0 $0 $0 Debt Service $0 $0 $0 $0 $0 $0 Capital Improvements $1,022,574 $1,166,928 $2,555,000 $2,941,000 $2,941,000 $2,941,000 Transfer out to other funds General Fund $0 $0 $0 $79,534 $79,534 $79,534 Central Services Fund 0 0 0 26,347 26,347 26,347 Fleet/Property Management Fund 0 0 0 554 585 585 Total transfer out to other funds $0 $0 $0 $106,435 $106,466 . $106,466 Contingency General Contingency $0 $0 $330,000 $300,000 $300,000 $300,000 Total Contingency $0 $0 $330,000 $300,000 $300,000 $300,000 A , Total Budget - $1,088,273 $1,237,099 $2,978,108 $3,347,435 $3,347,466 $3,347,466 Ending Fund Balance �/�nir H +° Undesignated Fund Balance $3,270,335 $2,944,234 $676,003 $16,243 $16,212 $16,212 _, Total Ending Fund Balance $3,270,335 2,944,234 $676,003 $16,243 • $16,212 $16,212 ' TOTAL REQUIREMENTS $4,358,608 $4,181,333 $3,654,111 $3,363,678 $3,363,678 $3,363,678 OGOG•OC *•••••••• •••••••••••• '•••••••••••V•••••• The T Impact is a charge on new development assessed Washington Couny, t collected by cities. City of Tigard, based upon raffic the number r of (TIF) t per d ay that each type of development is by estimated to generate. t The bu County maintains a It is Oregon table of standards for all possible uses. The standard trips per day foreach development is multiplied by the rate per trip to determine the amount of the TIF. Fund revenues may only be used for highway and transit capital improvements, which provide additional capacity to major transportation systems and to pay the costs of administering the program. Traffic Impact Fee Fund #210 Fund revenues are dependent upon development projects, and therefore vary from year to year based on the level of eco- nomic activity. TIF revenues in FY 2001 -02 are anticipated to be down only slightly from FY 2000 -01 levels. Total fund revenues show a 25% increase, however, due to the inclusion of anticipated grant revenues in FY 2001 -02. Expenditures from this fund are dependent upon the City's five -year Capital Improvement Plan (CIP), currently under development. The FY 2001 -02 CIP is projected to increase with the inclusion of several major projects. Total expenditures show a marked decrease from prior years. These decreases are offset by marked increases in the Trans- fers category. Please see the introduction to the Fund Summary section for a fuller explanation of these changes. N Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $280,606 $509,184 $616,177 $1,006,705 $1,006,705 $1,006,705 Urban Services Impact mpact Fee Revenue Fund Traffic 448000 Traffic impact fee $237,550 $129,310 $401,000 $357,200 $357,200 $357,200 470000 Interest 20,550 29,025 30,000 55,400 55,400 55,400 Total Revenue $258,100 $158,335 $431,000 $412,600 $412,600 $412,600 TOTAL RESOURCES $538,706 $667,519 $1,047,177 $1,419,305 $1,419,305 $1,419,305 REQUIREMENTS Program Expenditures Development Services $28,938 $30,895 $33,204 _ $0 $0 $0 Policy and Administration 0 0 7,880 0 0 0 Total Expenditures $28,938 $30,895 $41,084 $0 $0 $0 N A N Capital Improvements $583 $0 $0 $0 $0 $0 Transfer out to other funds General Fund $0 $0 $0 $35,045 $35,045 $35,045 Central Services Fund 0 0 0 11,452 11,452 11,452 Fleet/Property Management Fund 0 0 0 240 254 254 Total transfer out to other funds $0 $0 $0 $46,737 $46,751 $46,751 Contingency General Contingency $0 $0 $6,250 $6,200 $6,200 $6,200 Total Contingency $0 $0 $6,250 $6,200 $6,200 $6,200 Total Budget $29,521 $30,895 $47,334 $52,937 $52,951 $52,951 Ending Fund Balance Undesignated Fund Balance $509,185 636,624 $999,843 $1,366,368 $1,366,354 $1,366,354 Total Ending Fund Balance $509,185 . 636,624 $999,843 $1,366,368 $1,366,354 $1,366,354 // ►iiiN 'H10ill 44- TOTAL REQUIREMENTS $538,706 $667,519 $1,047,177 $1,419,305 $1,419,305 $1,419,305 '00004;0.0••otiely e•••• ∎r•••••••••••••••••••••••.•• e The Traffic Impact Fee (TIF) is a charge on new development assessed by Washington County, but collected by cities. It is City of Tigard, based upon the number of trips per day that each type of development is estimated to generate. The County maintains a Oregon table of standards for all possible uses. The standard trips per day for each development is multiplied by the rate per trip to determine the amount of the TIF. Fund revenues may only be used for highway and transit capital improvements, which provide additional capacity to major transportation systems and to pay the costs of administering the program. Urban Services Traffic Impact Fee The City collects county TIF funds for roads within the boundaries of the City of Tigard. These revenues are recorded in the Fund #250 Traffic Improvement Fee Fund. In addition, the City also collects TIF fees for roads outside the City boundaries, but within the City's urban services area. The urban services area is an unincorporated area outside the City boundary, which is antici- pated to eventually be annexed to the City of Tigard. The City manages County- approved road improvements in this area with these funds. Fund revenues are dependent upon development projects, and therefore vary from year to year based on the level of eco- nomic activity. TIF revenues in FY 2001 -02 are anticipated to be down only slightly from FY 2000 -01 levels. Total expenditures show a marked decrease from prior years. These decreases are offset by marked increases in the Trans- fers category. Please see the introduction to the Fund Summary section for a fuller explanation of these changes. W A-A • Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $100,899 $9,053 $101 $539,956 $539,956 $539,956 Building Fund Revenue #245 431000 Plumbing permits $84,663 $83,573 $110,004 $119,130 $119,130 $119,130 431010 Mechanical permits 28,466 41,459 55,600 57,000 57,000 57,000 432000 Building permits 294,363 405,901 430,000 475,000 475,000 475,000 433000 Building plan check fees 206,582 242,019 249,000 290,700 290,700 290,700 433010 Erosion control plan check 7,668 7,556 8,000 9,500 9,500 9,500 433020 Fireand life safety plan check 77,637 88,135. 111,000 82,600 82,600 82,600 433030 Plumbing plan check fee 12,855 5,040 9,700 9,025 9,025 9,025 433050 Mechanical plan check fee 4,648 4,328 6,514 6,175 6,175 6,175 433060 CDC review fees 10,330 10,840 13,230 12,900 12,900 12,900 444001 Sewer inspection fee 9,205 7,120 6,300 9,690 9,690 9,690 470000 Interest 3,736 2,726 3,000 29,700 29,700 29,700 479000 Recovered expenditures 244 20 0 0 0 0 N Total Revenue $740,397 $898,717 $1,002,348 $1,101,420 $1,101,420 $1,101,420 A Transfer in from other funds Electrical Inspection Fund $0 $0 $0 $155,968 $155,968 $155,968 Urban Services Fund 0 0 0 217,173 217,173 217,173 General Fund 0 150,000 0 54,750 54,750 54,750_ Total transfers in from other funds $0 $150,000 $0 . $427,891 ' $427,891 $427,891 TOTAL RESOURCES $841,296 $1,057,770, $1,002,449 $2,069,267 $2,069,267 $2,069;267 REQUIREMENTS - Program Expenditures ' P ublic Works $14,795 $17,216 $25,888 $0 $0 $0 Development Services - 674,172 667,137 614,078 1,075,644 1,075,644 1,075,644 , Policy and Administration ' 130,841 141,556 203,081 0 0 0 General Government 12,434 ' . 11,775 ' 2,088 0 0 0 �/�arin $I �• . Total Ex $832,242 $837,684 $845,135' $1,075,644 $1,075,644 $1,075,644 '••••• di► •••!• 6••••-•• f1••••i••••••••••••••• Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon Debt Service $0 $0 $0 $0 $0 $0 Capital Improvements $0 $0 $0 $0 $0 $0 Transfer out to other funds Building Fund General Fund $0 $0 $0 $223,685 $223,685 $223,685 #245 Central Services Fund 0 0 0 249,545 249,545 249,545 Fleet/Property Management Fund 0 0 0 32,363 34,184 34,184 Total transfer out to other funds $0 $0 $0 $505,593 $507,414 $507,414 Contingency General Contingency $0 $0 $50,000 $250,000 $250,000 $250,000 Total Contingency $0 $0 $50,000 $250,000 $250,000 $250,000 Total Budget $832,242 $837,684 $895,135 $1,831,237 $1,833,058 $1,833,058 Ending Fund Balance Undesignated Fund Balance $9,054 $220,086 $107,314 $238,030 $236,209 $236,209 Total Ending Fund Balance $9,054 220,086 $107,314 $238,030 $236,209 $236,209 N A TOTAL REQUIREMENTS $841,296 $1,057,770 $1,002,449 $2,069,267 $2,069,267 $2,069,267 The Building Fund was created in July 1996 to track building permit revenues and expenditures separately from the General Fund. Revenue estimates are based on the projections of construction activity in both the commercial and residential sectors and projected fee increases. Estimates include 145 single - family units, 30 multi - family units and 12 commercial projects for FY 2001 -02. The building fees in this fund were increased in September 2000. The resources in this fund are dedicated to supporting the Building Inspection Division and related administrative expenses. /A .. 14"110iii 'Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon - - RESOURCES 300000 Fund balance $157,289 $139,727 $57,348 $112,481 $160,000 $160,000 Electrical Inspection Revenue . Fund #220 Transfers In -- General Fund $0 $0 • $10,000 $0 $0 $0 431510 Electrical permits 135,768 155,941 162,000 162,000 184,900 184,900 433040 Electrical-plan check 5,433 12,337 11,666 8,550 9,030 9,030 470000 Interest 8,798 7,349 6,000 6,200 6,200 6,200 Total Revenue $149,999 $175,627 $189,666 $176,750 $200,130 $200,130 TOTAL RESOURCES $307,288 $315,354 $247,014 $289,231 $360,130 $360,130 REQUIREMENTS Program Expenditures Public Works $705 $871 $1,048 $0 $0 $0 Development Services 139,937 163,348 152,029 0 0 0 Policy and Administration 22,753 26,295 46,780 0 0 0 General Government 4,165 3,944 700 0 0 0 Total Expenditures $167,560 $194,458 $200,557 $0 $0 $0 N °) Debt Service . $0 $0 $0 $0 . $0 $0 Capital Improvements $0 $0 $0 $0 $0 $0 Transfer out to other funds General Fund $0 $0 $0 • $19,221 $19,221 $19,221 Building Fund 0 0 0 155,968 155,968 155,968 Central Services. Fund 0 0 0 43,285 43,285 43,285 Fleet/Property Management Fund 0 0 0 . 5,230 5,524 5,524 Total transfer out to other funds $0 - $0 $0 $223,704 $223,998 $223,998 Contingency - . - - General Contingency ' $0 $0 $30,000 $33,000 $33,000 $33,000 - Total Contingency ' $0 $0 -. $30,000 $33,000 ' $33,000 $33,000 Total Budget . $167,560 $194,458 ' $230,557 $256,704 $256,998 - $256,998 Ending Fund Balance �irn A. "� Undesignated Fund Balance $139,728 $120,896 $16,457 $32,527 $103,132 - $103:132 == = . Total Ending Fund Balance $139,728 $120,896 $16,457 $32,527 $103,132- $103,132 TOTAL REQUIREMENTS $307,288 $315,354 $247,014 $289,23.1 . $360,130 $360,130 ••••• ••••• 10•.•••••••- •••••••%•••••••••••••-•••.••• n�00" " ^0081800 O" 90 9. 0 0 O The Electrical Inspection program began at the end of FY 1994 -95. The revenues in this fund are from the issuance of City of Tigard, electrical permits and plan check fees. Funds are used to support electrical inspection activity and associated costs in the Oregon Building Inspection Division of the Community Development Department. Electrical Inspection Fund #220 II*0109006 I Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $229,503 $320,189 $399,392 $296,962 $296,962 $296,962 Underground Revenue Utility Fund #230 445003 Fee in -lieu of undergrounding $76,705 $48,915 $58,000 $58,000 $58,000 $58,000 470000 Interest 13,982 18,119 20,000 16,300 16,300 16,300 Total Revenue $90,687 $67,034 $78,000 $74,300 $74,300 $74,300 TOTAL RESOURCES $320,190 $387,223 $477,392 $371,262 $371,262 $371,262 REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 Capital Improvements $0 $0 $170,000 $40,000 $40,000 $40,000 Contingency General Contingency $0 $0 $20,000 $6,000 $6,000 $6,000 A 00 Total Contingency $0 $0 $20,000 $6,000 $6,000 $6,000 " Total Budget $0 $0 $190,000 $46,000 $46,000 ' $46,000 Ending Fund Balance Undesignated Fund Balance $320,190 $387,223 $287,392 $325,262 $325,262 $325,262 Total Ending Fund Balance $320,190 387,223 $287,392 $325,262 $325,262 $325,262 TOTAL REQUIREMENTS $320,190 $387,223 $477,392 $371,262 $371,262 $371,262 This fund was established to record funds received in lieu of undergrounding utilities. - 14*. :'NP �I�i"�11 ?\ •i••••••••■••••.•••••••••• Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $168,607 $226,379 $324,778 $423,102 $423,102 $423,102 Workers' Revenue Compensation 470000 Interest $10,254 $14,472 $14,000 $23,300 $23,300 $23,300 Fund #240 479000 Recovered Expenditures 47,518 123,250 40,000 45,000 45,000 45,000 Total Revenue $57,772 $137,722 $54,000 $68,300 $68,300 $68,300 TOTAL RESOURCES $226,379 $364,101 $378,778 $491,402 $491,402 $491,402 REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 Contingency N Total Contingency $0 $0 $0 $0 $0 $0 co Total Budget $0 $0 $0 $0 $0 $0 Ending Fund Balance • Undesignated Fund Balance $226,379 $364,101 $378,778 $491,402 $491,402 $491,402 Total Ending Fund Balance $226,379 364,101 $378,778 $491,402 $491,402 $491,402 TOTAL REQUIREMENTS $226,379 $364,101 $378,778 $491,402 $491,402 $491,402 This fund was established to record the refund of workers' compensation premiums from prior years plans. Funds will eventu- ally be used to self - insure portions of the City's liabilities. tioilil • Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $89,996 $35 $18,312 $153,997 $153,997 $153,997 Urban Services Fund #255 Revenue 418000 Interagency revenue $146,307 $332,686 $332,000 $250,000 $250,000 $250,000 431000 Plumbing permits 40,538 35,243 . 38,500 52,200 52,200 52,200 431010 Mechanical permits 9,790 11,384 12,925 13,300 13,300 13,300 431510 Electrical permit fees 44,530 32,116 31,700 47,500 55,900 55,900 432000 Building permits 109,583 112,520 111,100 144,590 144,590 144,590 433000 Building plan check fees 70,897 81,906 85,791 86,754 86,754 86,754 433010 Erosion control plan check 38 44 100 0 0 0 433020 Fire life safety plan check 298 78 100 0 0 0 433030 Plumbing plan check 4,368 56 1,000 500 500 500 433040 Electrical plan check 0 0 .0 0 0 0 433050 Mechanical plan check 1,996 963 0 0 0 0 433060 CDC review fees 31,860 20,187 30,000 33,250 33,250 33,250 433070 Urban services address fees 805 . . 1,860 9,000 9,000 9,000 9,000 0 436000 Engineering public improvement fee 11,599 6,161 103,000 45,000 45,000. 45,000 ° 437000 Sign permit fees 100 0 0 0 0 0 438000 Land use planning application 34,759 12,876 15,000 38,000 38,000 38,000 441001 Sewer inspection fees 5,705 3,578 3,500 4,750 4,750 4,750 451000 Miscellaneous fees & charges 2,359 8,612 0 0 - 0 . 0 470000 Interest earnings 11,552 11,364 2,000 8,500 8,500 8,500 479000 Recovered expenditures 1,000 3,400 0 0 0 0 Total Revenue $528,084 $675,034 $775,716 $733,344 $741,744 $741,744 TOTAL RESOURCES $618,080 • . $675,069 $794,028 $887,341 $895,741 $895,741 „,0„,v„,„„0„,,, . . . „Li,. ,J. .. , . . , , . . ••••••••••••■•••••••••••••••••••••••••••••••• aegeee,eeeee eetbeeeeta AAAAAAtaaeaeela000001.04e00490 Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 • 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon REQUIREMENTS Program Expenditures Public Works $112,977 $163,532 $205,520 $0 $0 $0 Urban Services Development Services 434,550 423,475 313,692 0 0 0 Fund #255 Policy and Administration 61,618 74,869 76,464 0 0 0 General Government 8,900 9,268 1,643 0 0 0 Total Expenditures $618,045 671,144 $597,319 $0 $0 $0 Capital Improvements $0 0 $112,000 $200,000 $200,000 $200,000 Transfer out to other funds General Fund $0 $0 $0 $133,705 $133,705 $133,705 Building Fund 0 0 0 217,173 217,173 217,173 Central Services Fund 0 0 0 86,629 86,629 86,629 Fleet/Property Management Fund 0 0 0 8,917 9,419 9,419 Total transfer out to other funds $0 $0 $0 $446,424 $446,926 $446,926 Contingency I General Contingency $0 $0 $50,000 $94,500 $94,500 $94,500 Total Contingency $0 $0 $50,000 $94,500 $94,500 $94,500 Total Budget $618,045 $671,144 $759,319 $740,924 $741,426 $741,426 Ending Fund Balance Undesignated Fund Balance $35 3,925 $34,709 $146,417 $154,315 $154,315 Total Ending Fund Balance $35 3,925 $34,709 $146,417 $154,315 $154,315 TOTAL REQUIREMENTS $618,080 $675,069 $794,028 $887,341 $895,741 $895,741 This fund was established in June 1997 to account for all revenues and expenditures associated with the services provided to A the Urban Services area of Washington County. The City, under an intergovernmental agreement with Washington County, provides specific services in these areas. The City began collecting fees and charges on June 1, 1997, and the County paid the City $215,000 on June 1, 1997 to cover start up costs and permits in process. For FY 2001 -02, the City anticipates � � �M111111 11' receiving $250,000 from Washington County to support the activities in the Urban Services area. o "��' Actual . Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon , RESOURCES 300000 Fund balance $174,155 $183,613 $171,652 $178,140 $178,140 $178,140 Tree Replacement Revenue Fund #215 417000 Tree replacement revenue • $15,015 $39,071 $30,000 $12,000 $12,000 • $12,000 470000 Interest 10,235 9,845 3,000 9,800 9,800. 9,800 Total Revenue $25,250 $48,916 $33,000 $21,800 $21,800 $21,800 TOTAL RESOURCES $199,405 $232,529 $204,652 $199,940 $199,940 $199,940 REQUIREMENTS Program Expenditures Community Services $8,602 $11,566 $12,763 $0 $0 • $0 Total Expenditures $8,602 $11,566 $12,763 $0 $0 $0 . Capital Improvements $7,191 $14,369 $37,000 $50,000 $50,000 $50,000 Transfer out to other funds m General Fund $0 $0 $0 $2,300 $2,300 $2,300 ni Total transfer out to other funds $0 $0 $0 $2,300 $2,300 $2,300 Contingency General Contingency $0 $0 $1,700 $7,800 $7,800 $7,800 Total Contingency $0 $0 $1,700 $7,800 $7,800 $7,800 Total Budget $15,793 $25,935 $51,463 $60,100 $60,100. $60,100 . Ending Fund Balance Undesignated Fund Balance $183,612 $206;594 $153,189 $139,840 $139,840 $139,840 Total Fund Balance $183,612 $206,594 $153,189 $139,840 $139,840 $139,840 TOTAL REQUIREMENTS $199,405 $232,529 $204,652 $199;940 $199,940 $199,940 i r�r,�H��„�� 1 This fund was established in FY 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 rights -of -way and other public properties. - - '••••• ••••••••••• ••••••••.••••••►••••••••••••••• e eoe aaa *aaeee eeeeee,*0.0easmaaaasaalefe-e'040A Actual Actual Adopted Proposed Approved Adopted Description 1998/99 • 1999/00 2000/01 2001/02 2001/02 2001/02 City of Tigard, Oregon RESOURCES ' 300000 Fund balance $0 $0 $0 $0 $0 $0 Economic Revenue Improvement 428000 BID Assessments $0 $0 $0 $27,104 $27,104 $27,104 District 429000 EID Assessments 0 0 0 27,104 27,104 27,104 Fund #260 Total Revenue $0 $0 $0 $54,208 $54,208 $54,208 TOTAL RESOURCES $0 $0 $0 $54,208 $54,208 $54,208 REQUIREMENTS Program Expenditures $0 $0 $0 $0 $0 $0 Total Expenditures $0 $0 $0 $0 $0 $0 • Transfer out to other funds ' w General Fund $0 - $0 $0 $53,334 $53,334 $53,334 Central Services Fund 0 0 0 874 874 874 Total transfer out to other funds $0 $0 $0 $54,208 $54,208 $54,208 Total Contingency $0 $0 $0 $0 $0 $0 Total Budget $0 $0 $0 $54,208 $54,208 $54,208 Total Ending Fund Balance $0 $0 $0 $0 , $0 $0 TOTAL REQUIREMENTS $0 $0 $0 $54,208 $54,208 $54,208 A This is a new fund established to record funds that will be received through the establishment of an Economic Improvement and Business Improvement District in the City of Tigard. This proposal is currently under consideration by the City Council. The revenue collected will be through assessments to local business and property owners for the purpose of supporting revitalization --.41 i r , efforts in the downtown area. The lead organization for this will be the Tigard Central Business District Association. This program is developed under legislation passed by the Oregon State Legislature in 1985 that allows commercial or industrial districts to organize, establish a self assessment, or fee after going through the process of review and approval by the City Council. Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $0 $828,530 $68,545 $50,000 $50,000 $50,000 69th Ave. LID Revenue Fund #315 470000 Interest $10,981 $10,837 $0 $0 $0 $0 474000 Bond Proceeds 0 415,531 0 0 0 0 478000 Other Revenues 1,245,000 0 0 0 0 0, 479000 Recovered expenditures 0 1,726 0 0 0 0 Total Revenue $1,255,981 $428,094 $0 $0 $0 $0 TOTAL RESOURCES $1,255,981 $1,256,624 $68,545 $50,000 $50,000 $50,000 REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 N Capital Improvements $427,451 $1,185,395 $68,545 $50,000 $50,000 $50,000 A Total Contingency $0 $0 $0 $0 $0 $0 Total Budget $427,451 $1,185,395 $68,545 $50,000 $50,000 $50,000 Ending Fund Balance Undesignated Fund Balance $828,530 $71,229 $0 $0 $0 $0 Total Ending Fund Balance $828,530 $71,229 $0 $0 $0 $0 TOTAL REQUIREMENTS $1,255,981 $1,256,624 $68,545 $50,000 $50,000 $50,000 This fund was established to account for the construction costs for the 69th Ave. Local Improvement District. This project has been completed and costs will be assessed to benefitting property owners. The FY 2001 -02 budget is a place holder in case the assessment process is delayed. % „, � 1 00i1 ••••••• •.•••••••• •••••••i•••••••••••••••••••••• •0060600,. 60,00600,0006 .0•6eeeee0ee Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES . 300000 Fund balance $31,190 $22,445 $11,753 $10,000 $10,000 $10,000 Dartmouth LID Revenue Fund #320 470000 Interest $889 $530 $1,000 $0 $0 $0 Total Revenue $889 $530 $1,000 $0 $0 $0 TOTAL RESOURCES $32,079 $22,975 $12,753 $10,000 $10,000 $10,000 • REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 Capital Improvements $9,634 $28,120 $12,753 $10,000 $10,000 $10,000 N Total Contingency $0 $0 $0 $0 $0 $0 cn CA Total Budget $9,634 $28,120 $12,753 $10,000 $10,000 $10,000 Ending Fund Balance Undesignated Fund Balance $22,445 ($5,145) $0 $0 $0 $0 Total Ending Fund Balance $22,445 ($5,145) $0 $0 $0 $0 • TOTAL REQUIREMENTS $32,079 $22,975 $12,753 $10,000 $10,000 $10,000 The Dartmouth Street project is completed. The final assessment was assigned in June 1998. There is a lawsuit pending on behalf of one property owner regarding his portion of the assessment. Long term financing has not yet been finalized on this portion of the Dartmouth project. Any additional costs associated with this lawsuit will be reallocated to property owners. A i l tb,1 1 • . • Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $0 $0 $0 $0 $0 $0 Metro Revenue Greenspaces 404000 Federal grants $0 $0 $0 $50,000 $50,000 $50,000 Fund #305 416000 Intergovernmental revenues 336,557 7,941 240,811 81,046 81,046 81,046 Total Revenue $336,557 $7,941 $240,811. $131,046 $131,046 $131,046 . TOTAL RESOURCES $336,557 $7,941 $240,811 $131,046 $131,046 $131,046 REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 Capital Improvements $336,557 $7,941 $205,811 $131,046 $131,046 $131,046 Contingency N General Contingency $0 $0 $35,000 $0 $0 $0 vt a Total Contingency $0 $0 $35,000 $0 $0 $0 Total Budget $336,557 $7,941 $240,811 $131,046 $131,046 $131,046 Ending Fund Balance $0 $0 $0 $0 $0 $0 TOTAL REQUIREMENTS $336,557 $7,941 $240,811 $131,046 $131,046 $131,046 Expenditures on certain greenspace land acquisition,and improvements are reimbursed by Metro up to a total of $758,000 from the Metro Open Spaces, Parks & Streams General Obligation Bond. The City is projecting to receive $81,046 from Metro during FY 2001 -02 for the Fanno Creek Trail Land Acquisition and the Woodard Park Trail construction projects. Grant funds in the amount of $50,000 are also expected to support the construction of the Woodard Park Trail. 41141) . ,.., / / � rm j� u N P IHn��i I ••••.•••••• i• i•• •••••••••••••,•••.••••••••••••• mammea &AM eeeeeeeeeeeeeee - eee •eeeeeee0.0 - e Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $192,470 $223,755 $218,518 $10,000 $10,000 $10,000 Park Levy Revenue . Improvement 401000 Prior year taxes $316 $76 $0 $0 $0 $0 Fund #310 470000 Interest 11,069 11,317 7,000 0 0 0 477000 Private donations 20,000 0 0 0 0 0 Total Revenue $31,385 $11,393 $7,000 $0 $0 $0 TOTAL RESOURCES $223,855 $235,148 $225,518 $10,000. $10,000 $10,000 • REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 Capital Improvements $100 $19,462 $105,518 $10,000 $10,000 $10,000 V Transfer out to other funds $0 $0 $120,000 $0 $0 $0 Contingency $0 $0 $0 $0 $0 $0 Total Budget $100 $19,462 $225,518 $10,000 $10,000 $10,000 Ending Fund Balance Undesignated Fund Balance $223,755 $215,686 $0 $0 $0 $0 Total Ending Fund Balance $223,755 $215,686 $0 $0 $0 $0 TOTAL REQUIREMENTS $223,855 $235,148 $225,518 $10,000 $10,000 $10,000 Funds were provided by the sale of Certificates of Participation in 1990 and were used to fund park improvements. Annual interest and principal payments were budgeted in the Certificates of Participation Debt Service Fund #62 and were funded by a /4►nid�� r five year Parks Serial Levy, which began in July 1991. The serial levy ended in FY 1994 -95. J Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $3,763 $144 $879,163 $1,420,859 $1,420,859. $1,420,859 Facility Fund Revenue #300 470000 Interest $3,373 $34,656 $44,000 $78,100 $78,100 $78,100 471000 Interest earned from others 12,422 4,846 5,000 0 0 0 477000 Donations /Gifts 0 887,727 0 0 0 0 478000 Other revenues 247,000 150,000 150,000 0 0 0 Total Revenue $262,795 $1,077,229 $199,000 $78,100 " $78,100 $78,100 Transfers in from other funds General Fund $0 $0 $550,000 $450,000 $450,000 $450,000 TOTAL RESOURCES $266,558 $1,077,373 $1,628,163 $1,948,959 $1,948,959 $1,948,959 REQUIREMENTS Program Expenditures 0 Total Expenditures $0 $0 $0 $0 $0 $0 ` Capital Improvements $266,414 $206,214 $200,000 $750,000 $750,000 $750,000 Contingency General Contingency $0 $0 $30,000 $112,500 $112,500 $112,500 Total Contingency $0 $0 $30,000 $112,500 $112;500 $112,500 Total Budget $266,414 $206,214 $230,000 $862,500 $862,500 $862,500 Ending Fund Balance Undesignated Fund Balance $144 $871,159 $473,163 $110,584 $110,584 $110,584 Reserves for Future Requirements 0 0 925,000 975,875 975,875 975,875 Total Ending Fund Balance ' $144 $871,159 $1,398,163 $1,086,459 $1,086,459 $1,086,459 TOTAL REQUIREMENTS _ $266,558 $1,077,373 $1,628,163 $1,948,959 $1,948,959 '$1,948,959 /4 �lll i This fund was established during the FY 1995 -96 budget process to set aside funds for the future expansion of City facilities. In __, FY 1999 -00, this fund was focused on the construction of a new Library and remodeling the existing Library for other uses. Two bequests were received in FY 1999 -00, which are reserved for the new Library. Transfers from the General Fund are made each year to pay up -front costs of the new Library project and to reserve funds for future construction /remodeling. •••.0•••• 0 4! •••• ••••• • 0• •••• ••••••••• e60ee64e00e04e4eeOfe0eeeeeeeeeeeeeeeee39eeeee Actual Actual Adopted Proposed . Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $0 $0 $0 $0 $0 $0 Central Services Transfer in from other funds Fund #600 General Fund $0 $0 $0 $2,280,560 $2,280,560 $2,280,560 Reserve for Financial System - GF 0 0 0 250,000 250,000 250,000 Fleet/Property Mgmt Fund 0 0 0 116,417 116,417 116,417 Building Fund 0 0 0 249,545 249,545 249,545 Central Services Fund 0 0 0 0 0 0 Electrical Inspection Fund 0 0 0 43,285 43,285 43,285 Traffic Impact Fee Fund 0 0 0 26,347 26,347 26,347 Traffic Impact US Fund 0 0 0 11,452 11,452 11,452 Sanitary Sewer Fund 0 0 0 125,300 125,300 125,300 State Gas Tax 0 0 0 221,818 221,818 221,818 Water Quality /Quantity 0 0 0 174 174 174 County Gas Tax Fund 0 0 0 18,738 18,738 18,738 N Storm Sewer Fund 0 0 0 146,927 146,927 146,927 co Urban Services Fund 0 0 0 86,629 86,629 86,629 Economic Improvement District Fund 0 0 0 874 874 874 Water Fund 0 0 0 818,837 818,837 818,837 Total Transfer in from other funds $0 $0 $0 $4,396,903 $4,396,903 $4,396,903 TOTAL RESOURCES $0 $0 $0 $4,396,903 $4,396,903 $4,396,903 REQUIREMENTS Program Expenditures Policy and Administration $0 $0 $0 $3,833,163 $3,838,413 $3,838,413 General Government 0 0 0 25,000 25,000 25,000 Total Expenditures $0 $0 $0 $3,858,163 $3,863,413 $3,863,413 Transfer out to other funds Fleet/Property Management Fund $0 $0 $0 $95,840 $95,840 $95,840 Total transfer out to other funds $0 $0 $0 $95,840 $95,840 $95,840 Atothl 1 i J • Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon Contingency General Contingency $0 $0 $0 $192,900 $187,650 $187,650 Central Services Total Contingency $0 $0 $0 $192,900 $187,650 $187,650 Fund #600 Total Budget $0 $0 $0 $4,146,903 $4,146,903 $4,146,903 Ending Fund Balance Reserves for Future Requirements $0 $0 $0 $250,000 $250,000 $250,000 Total Ending Fund Balance $0 $0 $0 $250,000 $250,000 $250,000 TOTAL REQUIREMENTS $0 $0 $0 $4,396,903 $4,396,903 $4,396,903 This is a new internal services fund established to track the revenues and expenditures of the central administrative functions in the City. The resources for this fund are transfers from other City funds. These transfers are based on a cost allocation plan that will be revised each year based on anticipated use or benefits that would be provided to other City departments or N divisions. CD The central administrative functions include: City Management Finance Administration Financial Operations Human Resources Network Services Office Services Records Risk Management L ••••••••• ••••••••••••••••*•••••• eee et eee e e $BBeeealha Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $0 $0 $0 $0 $0 $0 Fleet/Property Transer in from other funds Management General Fund $0 $0 $0 $587,274 $625,701 $625,701 Fund Management Building Fund 0 0 0 32,363 34,184 34,184 Central Services Fund 0 0 0 95,840 95,840 95,840 Electrical Inspection Fund 0 0 0 5,230 5,524 5,524 State Gas Tax Fund 0 0 0 61,886 65,367 65,367 Sanitary Sewer Fund 0 0 0 22,733 24,012 24,012 Storm Sewer Fund 0 0 0 44,060 46,539 46,539 Traffic Impact Fee Fund 0 0 0 554 585 585 Traffric Impact Fee Fund - US 0 0 0 240 254 254 County Gas Tax 0 0 0 4,565 4,822 4,822 Urban Services Fund 0 0 0 8,917 9,419 - 9,419 Water Quality/Quantity Fund 0 0 0 5 5 5 Water Fund 0 0 0 66,378 70,112 70,112 Total transer in from other funds $0 $0 $0 $930,045 $982,364 $982,364 N . TOTAL RESOURCES $0 $0 $0 $930,045 $982,364 $982,364 REQUIREMENTS Program Expenditures Public Works $0 $0 $0 $773,628 $825,947 $825,947 Total Expenditures $0 $0 $0 $773,628 $825,947 $825,947 Transfer out to other funds Central Services Fund $0 $0 $0 $116,417 $116,417 $116,417 Total transfer out to other funds $0 $0 $0 $116,417 $116,417 $116,417 Contingency General Contingency $0 $0 $0 $40,000 $40,000 $40,000 000 A • Total Contingency $0 $0 $0 $40,000 $40,000 $40,000 Total Budget $0 $0 $0 $930,045 $982,364 $982,364 43 Ending " +� Endin Fund Balance $0 $0 $0 $0 $0 $0 c � f I I g TOTAL REQUIREMENTS $0 $0 $0 $930,045 $982,364 $982,364 This is a new internal services fund established to track the revenues and expenditures of the Fleet Management Division and City of Tigard, Property Management Division. The resources for this fund are transfers from other City funds. These transfers are based on, Oregon a cost allocation plan that will be revised each year based on anticipated use or benefits that would be provided to other City departments or divisions. Fleet/Property Management Fund #650 N a, N ^ i� "��ili�d6l�j ll ' •••••.•••••••• •• •• ♦••••• Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance ($9,541) ($15,734) $14,817 $40,424 $40,424 $40,424 General Obligation Debt Revenue 400000 Current taxes $1,598,747 $232,191 $270,383 $215,564 $215,564 $215,564 Service Fund 401000 Prior year taxes 33,516 40,575 25,000 5,000 5,000 5,000 #450 470000 Interest 36,159 6,539 4,000 6,000 .6,000 6,000 Total Revenue $1,668,422 $279,305 $299,383 $226,564 $226,564 $226,564 499000 Interfund Transfer $0 $30,000 $0 $0 $0 $0 TOTAL RESOURCES $1,658,881 $293,571 $314,200 $266,988 $266,988 $266,988 REQUIREMENTS Program Expenditures co Total Expenditures $0 $0 $0 $0 $0 $0 w Debt Service $1,674,615 $251,030 $257,000 $246,988 $246,988 $246,988 Capital Improvements $0 $0 $0 $0 $0 $0 Transfer out to other funds General Fund $0 $0 $31,500 $0 $0 $0 Contingency General Contingency $0 $0 $0 $0 $0 $0 Total Contingency $0 $0 $0 $0 $0 $0 Total Budget $1,674,615 $251,030 $288,500 $246,988 $246,988 $246,988 Ending Fund Balance Undesignated Fund Balance ($15,734) $42,541 $25,700 $20,000 $20,000 $20,000 T otal Ending Fund Balance ($15,734) $42,541 $25,700 $20,000 $20,000 $20,000 _A,��;ay1��1 ..--, �ll;I TOTAL REQUIREMENTS $1,658,881 $293,571 $314,200 $266,988 $266,988 $266,988 _� The City sold $2.2 million in General Obligation Bonds on June 6, 1984 to purchase land and construct the Civic Center. City of Tigard, Advance refunding bonds were issued in February 1987 to refund the callable portion of the 1984 issue, thus saving taxpay- Oregon ers over $250,000 over the life of the bonds. In addition, the City issued $8.5 million in general obligation road improvement bonds in April 1989. On May 3, 1993, the City issued $6,935,000 in GO Bonds to advance refund $6,280,000 of out- standing 1987 and 1989 Series bonds. The refunding was done to save taxpayers $265,436 over the life of the bonds. General Remaining General Obligation debt is from the 1993 series and this debt will be paid off in FY 2002 -03. Revenue for this Obligation Debt fund is from property taxes and interest earnings. Service Fund #450 A, ••••••• 0 ,_ - - - , - - - ( - r . - -- ,--., . - T . Actual Actual Adopted Proposed Approved Adopted City of Tigard, Description 1998/99 1999/00 2000/01 2001/02 2001/02 2001/02 Oregon RESOURCES 300000 Fund balance $216,253 $808,262 $1,320,575 $217,238 $217,238 $217,238 Bancroft Debt Revenue Service Fund 470000 Interest $43,069 $31,709 $10,000 $20,000 $20,000 •$20,000 #400 471000 Interest from other sources 0 157,693 185,896 95,542 95,542 95,542 474000 Proceeds /collections 156,289 1,948,178 2,350,000 4,450,000 4,450,000 4,450,000 474010 Notes proceeds 3,513,254 0 0 0 0 0 475000 Bancroft collections 2,056,305 952,816 224,849 228,356 228,356 228,356 478000 Other revenues (1,000) 0 0 0 0 0 Total Revenue $5,767,917 $3,090,396 $2,770,745 $4,793,898 $4,793,898 $4,793,898 TOTAL RESOURCES $5,984,170 $3,898,658 $4,091,320 $5,011,136 $5,011,136 $5,011,136 REQUIREMENTS Program Expenditures Total Expenditures $0 $0 $0 $0 $0 $0 Debt Service $5,175,907 $2,448,308 $3,874,082 $4,515,222 $4,515,222 $4,515,222 Contingency General Contingency $0 $0 $0 $0 $0 $0 Total Contingency $0 $0 $0 $0 $0 $0 Total Budget $5,175,907 $2,448,308 $3,874,082 $4,515,222 $4,515,222 $4,515,222 Ending Fund Balance Undesignated Fund Balance $808,263 $1,450,350 $217,238 $495,914 $495,914 $495,914 Total Ending Fund Balance $808,263 $1,450,350 $217,238 $495,914 $495,914 $495,914 TOTAL REQUIREMENTS $5,984,170 $3,898,658 $4,091,320 $5,011,136 $5,011,136 $5,011,136 iyi,� p , , Revenue is this fund is derived from assessments on properties that participate in local improvement districts and from pro - _, -= .h ceeds of Bancroft Bonds to retire short-term debt issued to fund the local improvements. On May 3, 1993, the City issued $660,000 in Improvement Refunding Bonds for a current refunding of a portion of the outstanding 1982, 1989, and 1990 Series bonds. • C _ �r b • City of Tigard, Oregon General Information Basis of Accounting 266 Budget Process 267 City Information 269 Fiscal Policies 271 aollooll •••••••••••••• •••••••••••••••••••••••••••••00 0 to cu 4 o .Il;;i C p U The accounts of the City are organized on the basis of funds and account City of Tigard, groups, each of which is considered to be a separate accounting entity. The Oregon operations of each fund are accounted for by providing a separate set of self- balancing accounts, which comprise its assets, liabilities, fund equity, revenues Basis of and expenditures, and which are segregated for the purpose of carrying on Accounting specific activities or attaining certain objectives. The City uses the modified accrual basis of accounting for governmental fund types, and the accrual basis of accounting for proprietary fund types for both financial reporting and bud- geting. 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. 266 • • The process the City follows to prepare its annual budget complies with Local • City of Tigard, Budget Law established by the State of Oregon. The process and calendar of • Oregon events leading up to adoption of this budget are as follows: • • Budget Process • Oct./Nov. Finance Department prepares first draft of the Five Year Finan- • cial Plan, identifying fund conditions, financial trends, and first - year budget parameters. • • December Finance Department prepares budget instructions and distributes • budget parameters to departments. • • January Department Managers begin assembling budget requests for • review by the Finance Department. • • February Departments submit budget requests and supporting documenta- tion to the Finance Department. • • March /April Director of Finance prepares revenue estimates for coming year. • • Requested Budget is submitted to the City Manager. Budget • discussions between Department Managers, City Manager and • Finance Department take place. • May The City Manager's Proposed Budget is submitted to the Budget • Committee for deliberation. Several public meetings are held to • present the Proposed Budget to the Budget Committee to discuss • it, and to allow citizen comment. The Budget Committee makes 5 changes as appropriate and then approves the Budget and for • wards it to the City Council for adoption. ' June A public hearing before City Council is held to allow citizens to comment on the Approved Budget. After the public hearing, the • Approved Budget is adopted by City Council resolution. • • July Adopted Budget takes effect. Oregon Local Budget Law re- • quires 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. . • • • • • • 267 • Budget Amendment Procedures City of Tigard, Oregon Oregon Local Budget Law establishes procedures to amend the budget as events occur after budget adoption. The type of event determines the proce- Budget Process dures to be followed. The Adopted Budget appropriates contingencies in each fund. Contingencies cannot be used unless transferred to a specific appropriation by Council resolu- tion amending the budget. Budget amendments during a fiscal year cannot exceed 15% of fund appropria- tions without approval of a Supplemental Budget. Supplemental Budgets Under Oregon Local Budget Law a Supplemental Budget is required to appro- priate increased resources within a fund (except for gifts, grants, and dona- tions), or if total budget amendments in a fund exceed 15% of the existing appropriations. Supplemental Budgets which include changes greater than 10 %. in any fund must be advertised and must be approved by the Budget Committee prior to adoption by the City Council. Supplemental Budgets of less than 10% of a fund may be adopted by the Council without Budget Committee action, but must be advertised in advance of approval. If at least ten taxpayers make a written request within ten days of the notice, the Council must refer the Supple- mental Budget to the Budget Committee prior to consideration and action. 268 • • Form of Government • City of Tigard, Oregon The City of Tigard was incorporated in 1961. • • An elected Mayor and four Council members who comprise the City Council City govern the City of Tigard. The City's Charter establishes a Council/Manager Information form of government. • • Members of the City Council are elected at large to serve a four -year term. The • Mayor presides at Council meetings and is elected at -large for a four -year term. The Mayor and Council provide community leadership, develop policies to • guide the City in delivering services and achieving community goals, and encourage citizen awareness and involvement. • • The City Council appoints the City Manager, administrative head of the City • government. The City Manager is responsible for ensuring Council policies are • implemented using resources appropriated by the Council to achieve desired service results in the community. The Mayor and Council are responsible for establishing City policies. • • Services Provided • The City provides the following direct services: • • ♦ Police • ♦ Library • • Road and street maintenance and construction • ♦ Sewer and storm sewer maintenance and construction • Park facilities and maintenance • Community development activities, including the following: • ➢ Planning • ➢ Building Inspection • > Engineering • > Street Lights ♦ Water Utility • ♦ Municipal Court • • Population Facts • Population by year: 2001 42,260 • 2000 39,672 • 1990 27,050 • 1980 14,286 • 1970 6,499 S 1960 347 • • • • 269 Physical/Geographic Facts City of Tigard, Oregon The incorporated area of the City is 10.92 miles or 7,270 acres. There are 11 parks totalling over 160.8 acres and an additional 132.7 acres of areas consid- ered greenways where development cannot occur. City Information Economic Facts Tigard's location in the Portland metropolitan area provides citizens with many diverse employment opportunities. Over 54,000 jobs are located within a five- minute drive from Tigard. The unemployment rate in the Portland metropolitan area averaged just less than 4.10% during the year 2000, representing a decline of .40% from the previous year. Value added through new construction continues to increase assessed value. The results of the first quarter for FY 2000 -01 are showing building activity increasing dramatically over FY 1999 -00. Residential permits alone increased from 26 to 102 with commercial activity showing a slight decrease from 14 to 10 permits. The City has 2,696 licensed businesses within the City boundaries. The top ten private and publicly held employers in the Portland Metropolitan area, as of March 31, 2000, are: Employer # of Employees Intel 12,000 Fred Meyer 10,100 Freightliner Corp. 5,344 Nike, Inc. 5,000 U.S. Bank 4,902 Safeway, Inc. 4,500 Tektronix 4,100 Meier & Frank Company 3,500 Verizon Northwest 3,440 United Parcel Service Inc. 3,100 The top ten taxpayers in the City of Tigard are: Type of Business Percent of Total Assessed Valuation Oregon Business Park 3.73% Washington Square Shopping Mall 2.75% Lincoln Center Office Park 2.00% GTE Northwest Inc. 1.52% Park 217 & Nelson Business Park 0.89% Portland General Electric 0.64% Embassy Suites Hotel 0.64% /l► rt Scholls Business Center 0.58% � l Meier & Frank Department Store 0.54% Sprint Spectrum 0.53% 270 • • The City of Tigard has an important responsibility to its citizens to carefully 1� City of Tigard, account for public funds, manage municipal finances wisely, and plan adequate funding of services and facilities desired and needed by the public. The City Oregon . has established a formal set of fiscal policies to ensure that the public's trust is • upheld. With these fiscal policies, the City has established the framework 0 Fiscal under which it conducts its fiscal affairs, ensuring that it is, and will continue to Policies be, capable of funding and providing outstanding local government services. u The goals of Tigard's fiscal policies are as follows: • • Enhance City Council's policy - making ability by providing accurate infor- g mation on program and operating costs. • Assist sound management of the City government by providing accurate 0 and timely information on current and anticipated financial conditions. • • Provide sound principles to guide important decisions of the Council and O management that have significant fiscal impact. 8 • Set forth operational principles which minimize the cost and financial risk of local government consistent with services desired by the public. 0 • Employ revenue policies that prevent undue or unbalanced reliance on any one source, distribute the cost of municipal services fairly and provide adequate funds to operate desired programs. • I • Provide and maintain essential public facilities, utilities, infrastructure, and capital equipment. 4/ • Protect and enhance the City's credit rating. ID • ♦ Ensure that all surplus cash is prudently invested in accordance with the investment policy adopted by the Council to protect City funds and realize a reasonable rate of return. The City uses the following fiscal policies to guide its fmancial affairs: • Revenue Policy • • ♦ Maintain a diversified and stable revenue system 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. 0 • Regular reports comparing actual to budgeted revenues will be prepared by the Finance Department and presented to the City Manager. • S 014 • 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. S 271 Reserve Policy City of Tigard, Oregon ♦ The City will maintain an unallocated fund balance or retained earnings equal to or greater than two months of general operating expenditures or expenses. This reserve will be calculated based on the adopted annual Fiscal operating budget of the City. These funds will be used to avoid cash -flow Policies interruptions, generate interest income, reduce need for short-term borrowing, and assist in maintaining an investment grade bond rating capacity. Operating Budget Policy ♦ Regular reports comparing actual to budgeted expenditures will be prepared by the Finance Department and distributed to the City Manager. • Departmental objectives will be integrated into the City's annual budget and monthly departmental reports. ♦ Before the City undertakes any agreements that create fixed costs, both operating and capital, the implications of such agreements will be fully determined for current and future years. ♦ All non -salary benefits, such as social security, pension, and insurance, will be estimated and their impact on future budgets assessed annually. ♦ Cost analysis of salary increases will include the effect of such increases on the City's share of related fringe benefits. • The City will annually submit documentation to obtain the Award for Distinguished Budget Presentation from the Government Finance Officers Association (GFOA). Capital Improvement Policy ♦ Systems Development Charges (SDCs) will be used for infrastructure capacity expansion and improvements, including in -house engineering and design. ♦ Future operating costs associated with new capital improvements will be projected and included in the operating budget forecast. ♦ The City will determine and use the most effective and efficient method for financing all new capital projects. ♦ Special funds dedicated for capital improvements will be, segregated in the accounting system and used only for the intended capital purposes. Fixed Asset Policy • The City will control capital assets by assigning accountability and responsibility to specific departments.. 272 0 0 • The City will provide documentation of equipment loss to the insurance 0 City of Tigard, companies in the event of losses due to fire or theft. Oregon ♦ The City will maintain and provide information such, as depreciation and obsolescence needed for City's enterprise funds (Water, Sanitary Sewer and 0 Fiscal Storm Sewer). Policies ♦ The City will provide budget information for capital replacements and additions. 0 0 ♦ The City will maintain inventories of all City equipment to avoid 0 duplication of equipment. 0 ♦ The City will maintain a list of all assets and their values to ensure the 0 capital assets are properly insured. Accounting Policy 0 0 ♦ 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 0 endorsed by the Government Finance Officers' Association (GFOA). 0 ♦ An independent annual audit will be performed by a public accounting firm, 0 which will issue an official opinion on the annual financial statements and ' 0 management letter detailing areas that need improvement. . • Full disclosure will be provided in the financial statements and bond 0 representations. 0 • 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 0 position and investment performance. ♦ The City will annually submit documentation to obtain the Certificate of 0 • Achievement for Excellence in Financial Reporting from GFOA. 0 Debt Policy 0 0 • Capital projects financed through bond proceeds shall be financed for a • period not to exceed the useful life of the project. 0 • Long term borrowing will be confined to capital improvements too large to be financed from current revenues. , 0 • Issuance of Assessment Bonds will be pursued to finance local 0 improvement districts approved by City Council. � ♦ Bond Anticipation Notes will be used as needed to finance construction of 0 :_., local improvements. • • 273 • City of Tigard, Oregon APPENDIX Schedule of Appropriations 274 Budget Message 282 Summary of Contingency 291 Glossary of Budget Related Terms 292 Advisory Committee 297 Staffing Summary 299 Management/Professional Group Salary Schedule 300 Tigard Police Officers Association Salary Schedule 302 Oregon Public Employees Union Salary Schedule 303 City of Tigard Main Roads Map Back Page '. • 47.1, ,0 i ' At i i r AAAA = i 1 City of Tigard, Oregon Exhibit A City of Tigard, Schedule of Appropriations Oregon Fiscal Year 2001 -02 RESOLUTION NO. 01-33 Budget Schedule Of Committee Council Fund Program Proposed Changes Approved Changes Adopted Appropriations General Fund Community Services $9,068,891 ($3,578) $9,065,313 $0 $9,065,313 Public Works 2,548,149 (173,242) 2,374,907 0 2,374,907 Development Services 2,532,431 0 2,532,431 0 2,532,431 Policy and'Administration 382,725 3,013 385,738 0 385,738 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 3,622,584 38,427 3,661,011 0 3,661,011 Capital Projects 310,000 100,000 410,000 0 410,000 Contingency 1,000,000 0 1,000,000 0 1,000,000 Total Fund $19,464,780 ($35,380) $19,429,400 $0 $19,429,400 • Sanitary Sewer Fund Community Services $0 $0 $0 $0 $0 Public Works 462,360 (5,569) 456,791 0 456,791 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 256,551 4,108 260,659 0 260,659 Capital Projects 2,230,000 0 2,230,000 0 2,230,000 Contingency 430,000 0 430,000 0 430,000 Total Fund $3,378,911 ($1,461) $3,377,450 $0 $3,377,450 Storm Sewer Fund Community Services $0 $0 $0 $0 $0 Public Works • 458,891 (6,361) 452,530 0 452,530 Development Services 0 0 0 0 0 . Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 501,141 (7,592) 493,548 0 493,548 Capital Projects 330,000 12,000 342,000 0 342,000 Contingency 182,000 0 182,000 0 182,000 • Total Fund $1,472,032 ($1,953) $1,470,078 $0 $1,470,078 Water Fund Community Services $0 $0 $0 $0 $0 Public Works 4,229,603 (8,222) 4,221,381 0 4,221,381 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 1,136,011 25,094 1,161,105 0 1,161,105 Capital Projects 982,500 0 982,500 0 982,500 Contingency 952,000 0 952,000 0 952,000 • Total Fund $7,300,114 $16,872 $7,316,986 $0 $7,316,986 • 1 1 2,0 274 • . . 0 0 0 City of Tigard, Exhibit A • Oregon Schedule of Appropriations O Fiscal Year 2001 -02 - RESOLUTION NO. 01 -33 • • Schedule of • Budget Committee Council • Appropriations Fund Program Proposed Changes Approved Change's • Adopted Water SDC Fund Community Services $0 $0 $0 $0 $0 . 0 Public Works 0 0 0 0 0 ,ii Development Services 0 0 0 0 • 0 • V Policy and Administration 0 0 . 0 . 0. ' , 0 . 0 . General Government 0 0 0 • 0 0 Debt Service 0 0 0 0 . 0 • Transfer 0 0 0 0 0 Capital Projects 588,000 0 588,000 0 _ 588,000 Contingency 88,200 • 0 88,200 0 88,200 • Total Fund $676,200 $0 $676,200 $0 ' $676,200 Water CIP Fund Community Services $0 - $0 $0. $0 $0 Public Works 0 . 0 0 •0 0 • • Development Services 0 0 0 0 • 0 Policy and Administration 0 0 0 0 0 • • General Government 0 0 0 . 0• 0 • Debt Service 0 0 . 0 0 0 Transfer 0 0 0 0 0 • Capital Projects 485,500 0 485,500 0 , 485,500 Contingency 73,000 0 73,000 0 ' 73,000 Total Fund $558,500 $0 $558,500 $0' $558,500 • . Water Quality /Quantity Fund ' • Community Services $0 $0 $0 . $0 . $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 • Policy and Administration 0 0 0 0 0 General Government 0 0 - 0 0 0 • Debt Service 0 0 0 0 0 Transfer 1,156 0 1,156 0 1,156 • Capital Projects 353,500 50,000 403,500 0 403,500 • . Contingency 53,000 0 53,000 0 53,000 , Total Fund $407,656 $50,000 $457,656 $0 $457,656 • Criminal Forfeiture Fund • Community Services $0 $0 . $0 $0 $0 • Public Works 0 0 0 0 0 Development Services 0 0 0 0 • ` 0 _ • • Policy and Administration 0 0 0 0 0. General Government 0 0 • 0 0 0 .. Debt Service 0 0 0 0 0 ® Transfer 56,420 0 56,420 0 56,420 ' . • Capital Projects 0 0 0•. • • 0 0• • . Contingency 0 . '0 0 0 0 Total Fund $56,420 $0 $56,420 $0 ' $56,420 • • .4, , O ,,,„„,,,,,„ • 0 0 275 • • City of Tigard, Exhibit A Oregon Schedule of Appropriations Fiscal Year 2001 -02 RESOLUTION NO. 01 -33 Budget Schedule of Committee Council ' Fund Program Proposed Changes Approved Changes Adopted Appropriations State Gas Tax Fund Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 . Development Services 485,000 20,000 505,000 0 505,000 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 1,143,101 (72,691) 1,070,410 0 1,070,410 Capital Projects 132,000 75,000 207,000 0 207,000 Contingency 19,800 0 19.800 0 19,800 Total Fund $1,779,901 $22,309 $1,802,210 $0 $1,802,210 County Gas Tax Fund Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 203,640 (19,192) 184,448 0 184,448 Capital Projects 0 0 0 0 0 Contingency 10,000 0 10,000 0 10,000 Total Fund $213,640 ($19,192) $194,448 $0 $194,448 Parks SDC Fund Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 0 0 0 0 0 Capital Projects 821,764 0 821,764 0 821,764 Contingency 80,000 0 80,000 0 80,000 Total Fund $901,764 $0 $901,764 $0 $901,764 , Traffic Impact Fee Fund . Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 o Policy and Administration 0 0 0 0 0 . General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 106,435 31 106,466 0 106,466 Capital Projects 2,941,000 0 2,941,000 0 2,941,000 Contingency 300,000 0 300,000 _ 0 300,000 Total Fund $3,347,435 $31 $3,347,466 $0 $3,347,466 • toti(1, 276 • • O. City of Tigard, Exhibit A Oregon Schedule of Appropriations g ' Fiscal Year 2001 -02 • RESOLUTION NO. 01 -3 Budget • Schedule of Committee Council Fund ' Program Proposed Changes Approved Changes Adopted • Appropriations Traffic Impact Fee Urban Services Fund • Community Services $0 $0 . $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 • 0 0 0 General Government 0 0 0 • 0 0 A Debt Service 0 0 0 0 0 Transfer 46,737 14 46,751 0 46,751 Capital Projects 0 0 0 0. 0 Contingency • 6,200 0 6.200 ' '0 6.200 Total Fund $52,937 $14 $52,951 $0 $52,951 . Building Fund • Community Services - $0 $0 . $0 $0 $0 Public Works 0 0 0 0 0 4) Development Services 1,075,644 0 1- ,075,644 0 1•,075,644 Policy and Administration 0 0 0 0 0 • . General Government 0 0 0_ 0 0 • Debt Service 0 0 0 • 0 0 Transfer 505,593 1,821 507,414. 0 " 507,414 C lb apital Projects 0 . 0 0 0 0 Contingency 250,000 0 250.000 0 250.000 Total Fund $1,831,237 $1,821 $1,833,058 $0. $1,833,058 • Electrical Inspection Fund • Community Services $0 $0 $0 $0 ' $0 • 0 Public Works 0 0 0 • 0- 0 p Development Services 0• 0 0 0 0 V Policy and Administration 0 0 0 0 0 • General Government 0 • 0 0 0 0 Debt Service . 0 0 0 0 0 • • Transfer 223,704 ' 294 223,998 • 0 • 223,998 Capital Projects 0 0 0 • 0 0 ' Contingency • 33,000 . " 0 33.000 - 0 33.000 Total Fund $256,704 $294 • $256,998 $0 $256,998 • • Underground Utility Fund Community Services $0 $0 $0 - "$0 $0 - • . Public Works 0 0 0 0 • 0 - Development Services 0 0 0 • - 0 0 Policy and Administration 0 0 0 0 0 . General Government 0 •0 0 0 0 • Debt Service 0 0 0 0 - 0 • Transfer 0 0 0 0 • 0 . Capital Projects 40,000 0 40,000 ' 0 40,000 , . Contingency 6,000 - 0. 6,000 0 • " 6,000 Total Fund $46,000 $0 $46,000' $0 , . $46,000 • a • • 0 4111, . . , . • . . 4) z i,,,,, i . • • • . t,„ • 4) • • • 277 - • City of Tigard, Exhibit A Oregon Schedule of Appropriations Fiscal Year 2001 -02 RESOLUTION NO. 01 -33 Schedule of Budget Committee Council Appropriations Fund Program Proposed Changes Approved Changes Adopted Workers' Compensation Fund Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 • General Government 0 0 0 • 0 0 Debt Service 0 0 0 0 0 Transfer 0 0 0 0 0 Capital Projects 0 0 0 0 0 Contingency 0 0 0 0 0 Total Fund $0 $0 $0 $0 $0 Urban Services Fund • Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 446,424 502 446,926 0 446,926 Capital Projects 200,000 0 200,000 0 200,000 Contingency • � 94,500 0 94,500 0 94,500 Total Fund $740,924 $502 $741,426 $0 $741,426 Tree Replacement Fund Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 2,300 0 2,300 0 2,300 Capital Projects 50,000 0 50,000 0 50,000 Contingency 7,800 0 7,800 0 7,800 Total Fund $60,100 $0 $60,100 $0 $60,100 Economic Improvement District Fund Community Services $0 $0 $0 $0 $0 • Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 • Transfer 54,208 0 54,208 0 54,208 Capital Projects 0 0 0 0 0 Contingency 0 0 0 0 0 Total Fund $54,208 $0 $54,208 $0 $54,208 _,, 278 • • • • City of Tigard, Exhibit A • • Oregon Schedule of Appropriations • Fiscal Year 2001 -02 ' RESOLUTION NO. 01 -33 • Budget S • chedule of • Committee Council Appropriations Fund Program Proposed Changes Approved Changes Adopted • 4, 69th Avenue LID Fund Q ' Community Services $0 $0 $0 $0' $0 • Public Works 0 0 0 0 0 • Development Services • 0 0 0' 0, 0 . Policy and Administration 0 0 0 ' 0 0 General Government 0 0 0 0 • 0 Debt Service 0 0 • 0 0 0 • Transfer 0 0 0 0 0 Capital Projects 50,000 0 50,000 0 ' 50,000 41 Contingency 0 0 • 0 0 • 0 0 Total Fund $50,000 $0 $50,000 , • $0 $50,000 SW Dartmouth LID /CIP Fund • Q Community Services $0 $0 . $0 $0 ' $0 4, Public Works 0 0 0 0 0 ' Development Services 0 0 0 0• 0 Policy and Administration 0 0 0 0 0 • General Government 0 • .0 • 0 0 o Debt Service 0 0 0 0, 0 • Transfer 0 0 0 0 0 • Capital Projects 10,000 0 10,000 0 . 10,000 • Contingency 0 0 0 ' 0 0 ., gik Total Fund $10,000 $0 $10,000 • $0 $10,000 III Metro Greenspaces Fund o Community Services $0 $0 $0 ' '$0 . $0 O . Public Works 0 0 0 0 0 Development Services 0 0 • 0 0 0 O . Policy and Administration 0 0 0 0 0 ® General Government 0 0 0 0 0 Debt Service 0 0 0. , 0 0 4, Transfer 0 .0 0 0 0 . Capital Projects 131,046 0 131,046 0 .131,046 0 Contingency 0 0 0 0 0 Total Fund $131,046 $0 $131,046 $0 $131,046 • Park Levy Improvement Fund . O Community Services $0 $0 $0 $0 $0 • Public Works 0 0 0 0 .0 Development Services 0 0 0 0• 0 Policy and Administration 0 0 0 0 0 • • General Government 0 0 0 . 0 0 • Debt Service 0 0 0 . 0 0 • . Transfer 0 0 0 0 0 Capital Projects 10,000 0 10,000 0 10,000' 41 Contingency 0 0 ' 0 0 0 0 Total Fund $10,000 $0 $10,000 $0 $10,000 • . • 4, 0 • , . . 40 . 4, . 4) . 279 • Exhibit A City of Tigard, Schedule of Appropriations Oregon Fiscal Year 2001 -02 RESOLUTION NO. 01-33 Budget Schedule of Committee Council Fund Program Proposed Changes Approved Changes Adopted Appropriations Facility Fund Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 0 0 0 0 0 Capital Projects 750,000 0 750,000 0 750,000 Contingency 112,500 0 112,500 0 112,500 Total Fund $862,500 $0 $862,500 $0 $862,500 Central Services Fund Community Services $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 Development Services 0 0 0 0 0 Policy and Administration 3,833,163 5,250 3,838,413 0 3,838,413 General Government 25,000 0 25,000 0 25,000 Debt Service 0 0 0 0 0 Transfer 95,840 0 95,840 0 95,840 Capital Projects 0 0 0 0 0 Contingency 192,900 (5,250) 187,650 0 187,650 Total Fund $4,146,903 $0 $4,146,903 $0 $4,146,903 Fleet/Property Management Fund Community Services $0 $0 $0 $0 $0 Public Works 773,628 52,319 825,947 0 825,947 Development Services 0 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0 0 0 0 0 Debt Service 0 0 0 0 0 Transfer 116,417 0 116,417 0 116,417 Capital Projects 0 0 0 0 0 Contingency 40,000 0 40,000 0 40,000 Total Fund $930,045 $52,319 $982,364 $0 $982,364 G/O Bond Debt Fund Community Services $0 $0 $0 • $0 $0 Public Works 0 0 0 0 0 Development Services 0 . 0 0 0 0 Policy and Administration 0 0 0 0 0 General Government 0. 0 0 0 0 Debt Service 246,988 0 246,988 0 246,988 Transfer 0 0 0 0 0 Capital Projects 0 0 0 0 0 Contingency 0 0 0 0 0 Total Fund $246,988 $0 $246,988 $0 $246,988 280 • . - • • . City of Tigard, Exhibit A • Oregon Schedule of Appropriations Fiscal Year 2001 -02 4 RESOLUTION NO. 01 -33 • Budget 4 Schedule of Committee Council Appropriations Fund Program .Proposed Changes Approved Changes Adopted 4. Bancroft Bond Debt Fund ., Q Community Services $0 $0 $0 $0 $0 • Public Works 0 0 0 0 0 . Development Services 0 0 0 0 0 • Policy and Administration 0 0 0 0• 0 0 General Government 0 0 0 0 0 Debt Service • 4,515,222 0 4,515,222 0 4,515,222 • Transfer 0 0 0 0 0 Capital Projects 0 0 0 0 0 • , Contingency 0 - 0 0 0 0 (� Total Fund $4,515,222 $0 $4,515,222 $0 $4,515,222 A V V Total Appropriations $53,502,167 $86,175 $53,588,343 • $0 $53,588,343 0 . 0 0 0 0 0 0 0 a a 0 • • • III Q • O O. • ID j ihi • t • 0 0 281 • April 30, 2001 CITY T' S OREGON Honorable Mayor Griffith, Members of the City Council, and Citizen Members of the Budget Committee, I hereby submit for your consideration the proposed FY 2001 -02 Budget for the City of Tigard. Tigard continues to operate within the guidelines of the Financial Plan. Updated annually, the Plan projects our revenues and expenditures for all funds and activities through FY 2005 -06. Tigard's population in 2000, according to the 2000 U.S. Census, is 42,260 people. As the 11th largest city in Oregon, we continue to adapt to a changing population which requires and demands services. The Plan reflects the growth of the community, the addition of new programs and our commitment to continue to provide quality services to the community. Major Issues Last year, within the Budget Message, I mentioned several major issues facing the City of Tigard: These issues, in a modified form, continue today. The City approach to addressing the issues has been modified by actions taken as well as external factors. The issues are as follows. • Annexation • Last year the residents of the Walnut Island area were annexed and began receiving City services as of May 17, 2000. Efforts are underway to deliver City sewer service to the area. Presently, the Engineering Department is evaluating a new program in addition to the existing sewer reimbursement program to install sewers in the City. Now, the City Council and staff are reviewing the City's annexation policy for the Bull Mountain area of Tigard's urban growth area. This area, presently served by the City through an intergovernmental agreement with Washington County to deliver building and planning services, does not have a problem with sewer service. Instead, the primary service need identified by residents is the need for planning and development of parks and greenspaces to serve the area. Although some parcels have been set aside by the City for open spaces, as rapid development has occurred over the last fifteen years, park land acquisition and development has not kept pace. The City is seeking approval from the Washington County Board of Commissioners to establish a Parks Systems Development Charge for the 13125 SW Hall Blvd., Tigard, OR 97223 (503) 639 -4171 TDD (503) 684 -2772 282 • 0 0 2001 -02 Budget Message • April 30, 2001 Page 2 of 9 0 0 area, while at the same time efforts are underway, spearheaded by residents of the area, to • acquire significant park land sites. O • Growth and Development Last year the City budget showed a reduction in building activity in both the City limits and urban services area of Washington County. The trend has reversed, somewhat, as evidenced by the fact that in the first quarter of 2001, residential building permit activity in the City rose from '24 to 73 units. Activity within the urban services area did not grow as O significantly as within the City, however, activity did grow over 45 %. The trends are 0 favorable, however, with the uncertainty of the U.S. economy, we must carefully monitor 0 the development activity and take appropriate action. Increases in building fees and Parks 0 Systems Development charges should help to maintain service level. • Library Facilities Within last year's Budget Message mention was made of the need to assess the adequacy of the City Library and the need for expansion. An effort was underway at that time to Q utilize two generous bequests received in 1999 to expand the library building. The New Q Library Construction Committee has worked throughout, the past year to assess the need • and scope of a new library to serve the community. The Committee is well underway in its • • study, and is likely to recommend to the City Council that a bond measure be- placed before the voters in 2002 for the construction of a new building. If approved, the relocation Q of the library operation off the Civic Center site will make available the present library . Q building for other municipal purposes. 0 •'Water Drinking water source for the long term needs of the community has been on the , ' 0 Council's agenda for the past several years. The coming year is no different. Tigard 9 continues to review options of purchasing the water from the Portland Water Bureau and A the Joint Water Commission. A third option, the potential to join with the South Fork Water Board, appears to not be available to the City at this time. Tigard awaits . input from the South Fork Board to determine if further effort should be made to pursue a buy -in to the South Fork system. Water is available to us now. A number of constraints are present in 2001, however, which limit our ability to feel secure that peak demands can be met Q without water conservation methods. Among the constraints are limitations in our 0 delivery system, the need for capital improvement upgrades which can only be made once • Q long -term commitments are made, and potential water shortages brought on by climactic 0 conditions. In addition, pricing mechanisms within existing contracts for the purchase of • water must be taken into consideration. Tigard will continue to focus in on options to make a long -term decision as soon as feasible. 0 0 • • 283 2001 -02 Budget Message April 30, 2001 Page 3 of 9 • Transportation In November 2000, a Transportation Bond Measure was placed before the voters of the City. The measure failed. The need for improvements to our road system brought on by growth, expansion needs, and lack of funding from state sources, requires that we again consider seeking voter approval of a transportation bond. The citizen committee which assisted City Council and staff in 2000 has been reconvened to evaluate transportation funding alternatives. In addition to road reliant transportation planning, the community is participating in analysis of commuter rail-service and intra -city bus service. Both of these alternatives could help.relieve some reliance on the automobile, lessening the growing demand for road construction, widenings, and upgrades. • Measure 7 The City must keep a close watch on developments related to Measure 7, the citizen- initiated measure to require governments to compensate landowners for the reduction in the value of private real property due to government regulation. The measure was adopted by voters in November 2000, and ruled to be unconstitutional by an Oregon - Court earlier this year. During the coming year, a higher court decision, and/or a • legislative proposal to modify and implement some or all of the elements of the measure . are likely. The financial impacts of the measure are unknown. Once the implications of whatever Measure 7 related law is in place, the fiscal year 2001 -02 budget could be • - significantly impacted. We will closely monitor the developments in the law then gauge the impacts on Tigard based on filings by Tigard property owners. Once the impacts are known, the City Council and Budget Committee may need to be consulted to assist in - developing a course of action. 2001 -02 Budget Proposal My FY 2001 -02 budget proposal is constructed to address these issues and to position the City to deal with issues we see emerging over the next five years. The budget proposal for FY 2001 -02 is designed to ensure the continued provision of quality services to the community. In addition, resources are allocated for new programs such as photo radar, which will be employed to improve traffic safety throughout the community, and improved maintenance of City rights -of -way. All City department heads were asked to budget in accordance with the Financial Plan guidelines. The proposed operating budget of $25,875,485 represents an increase,of 4.3% over the FY 2000 -01 Adopted Operating Budget. This low growth rate is possible because of strong financial management by City staff. The proposed FY 2001 -02 budget calls for a net increase of 10.42 positions. The increase in staffing was anticipated in the Financial Plan. Staffing increases and decreases proposed in the budget are as follows: City Administration -.an increase of 4.0; Community 284 ' • • 2001 -02 Budget Message • April 30, 2001 Page 4 of 9 4) • Development - an increase of 2.0; Engineering - an increase of .5; Finance - an increase of 0 1.05; Library - an increase of .20; Police - a decrease of .83; and Public Works - an increase of 3.50. These position changes are discussed more fully below. - • • The FY 2001 -02 continues a computer system reserve first created in FY 2000 -01. The City follows a replacement schedule for smaller computer equipment but major computer system replacements have been funded on an as- needed, as- available basis. The City is planning on replacing the existing finance computer system in FY 2002 -03 with a - combined Finance /Human Resources system. The total cost of this replacement will not • be known until the City conducts a review of its business processes this year. The initial 4) contribution to this reserve was $125,000. The FY 2001 -02 adds another $125,000 to this reserve and transfers it to the newly created Central Services Fund. 0 • Following is a description of the budget proposal for each department as designed to O continue to provide quality services while addressing significant issues. • City Administration 0 Information dissemination and improved communication with Tigard citizens continues 8 to be a high priority for the department. Besides the. monthly Cityscape newsletter, the • department is using the Community Connectors program, City web page, and cable ft television broadcasts. Each of these programs will continue to be used and improved as all departments do more to provide information to the public in a complete, concise, and understandable manner. 4 The budget of the department is proposed to increase 15.75% and adds four positions. A • portion of this increase is due to the transfer of one position and related costs from the Police Department to the Network Services Division, and the transfer of citywide . • telephone costs from the Public Works Department to the Network Services Division. Without these transfers, the increase in the budget for City Administration is 10 %. 0 The largest increase in the City Administration Department is in the Network Services • Division. In addition to the position transferred into this division from the Police Department, the FY 2001 -02 budget adds 2.5 additional positions. One of these positions 0 will be a web architect. The City's web page is central to our strategy of improving 0 ' communications with our citizens. This position will ensure that the web page is fully. 0 functional and contains features that will make it more user - friendly and will make it , easier to find information. The budget also adds .5 of a position to help support the . growing number of City computers, and for the first time, adds one position to support common City software. The FY 2001 -02 budget adds .5 of a position to the Human Resources Division to improve management of the City's personnel. Staffing in this division has not kept pace with past 0 • 4, 285 • 2001 -02 Budget Message April 30, 2001 Page 5 of 9 growth in the number of City employees to the point where the division is unable to manage recruitment and labor relations in an efficient and timely manner. • City Attorney Whenever possible, City Attorney expenses are billed directly to departments or divisions that request these services. Charges that cannot be directly billed to a specific department are charged to a citywide appropriation. City Attorney charges identified in departmental budgets total $129,500. An additional $25,000 is included in the General Government program for a total budget of $154,500. • Community Development The Community Development Department is key to managing growth in the City of Tigard and making sure that as we grow we are developing the type of community we want. This department must also respond quickly to changes in building trends and development activity. Last year, after a downturn in building activity, the department cut 3.5 positions. Building activity is now recovering. The FY 2001 -02 budget adds one position in the Building Inspection Division to respond to increased activity levels, and one position in the Long Range Planning Division to improve the production and use of the City's Geographical Information System (GIS). Overall, the budget for this department is up 10.25 % from last year. • Engineering The Engineering Department continues to design and contract for improvements to streets, bridges, sanitary sewers, storm drainage, and parks. A major issue for the City of Tigard is the continued limited funding for transportation- related capital improvement projects. This limited funding, particularly in the State Gas Tax Fund, is forcing the department to shift its focus away from general street improvements to those areas where funding exists - major arterials. The FY 2001 -02 budget for the Engineering Department is up 9.75 %. The primary cause of this increase is an anticipated 25% electricity rate increase, which will have a substantial impact on the cost of operating the City's street lighting system. The budget also adds .5 of a position to help track capital improvement projects. The department has been using temporary staff to perform this function. The FY 2001 -02 budget converts that temporary staffing into a permanent position. • Finance The FY 2001 -02 budget for the department is up over 14° and staffing is up by 1.05 FTE. The increase in staffing includes one new full -time position to help track and manage City revenues and franchises and to support increased grant funding applications. In addition, the hours of a .75 FTE position were increased TO .80 during FY 2000 -01 to enhance collections of City business taxes. That increased effort is continued in FY 2001 -02. This 286 • • 2001 -02 Budget Message A pril 30, 2001 Page 6 of 9 • • • effort has produced an additional $8,000 in business tax revenue in a four month period. • Other increases in the budget include additional City Attorney time due to an increasing • number of applications for telecommunications franchises and funds to out - source utility • bill receipting and to initiate on -line utility bill payments to improve customer service. • • Library • • The FY 2001 -02 budget for the Library is up almost 10 %. There is also a minor increase in staffing levels. The staffing increase reflects additional hours to be worked by existing staff; no new positions are included in the budget. The additional hours will allow the 0 Library to be open for more hours during the week, thereby increasing service to the. 0 public. Other increases in the budget include additional funds for the purchase of library 0 materials and the replacement of the library's self- checkout machine. o • Police 0 The FY 2001 -02 budget for the Police Department reflects a 2.5% increase from the FY 0 2000 -01 Adopted Budget. The budget also reflects a reduction in staffing of .83 FTE, primarily due to the transfer of one computer support position to the Network Services Division of the City Administration Department. The FY 2000 -01 Adopted Budget 0 included funds for the start up of a photo radar speed enforcement program and for acquisition of trained dogs to reinstitute the K -9 Corps. Neither of these programs began in FY 2000 -01, but they are expected to begin in FY 2001 -02. The FY 2001 -02 budget • includes funding for these programs. • • Public Works • The FY 2001 -02 budget for the department is down almost 4% from the FY 2000 -01 budget. 0 Staffing levels are up by 3.5 FTE. The department is scheduled to add positions in the • Street Maintenance Division for improved right -of -way and sidewalk maintenance and in • the Water and Parks and Grounds Divisions for improved grounds and systems ' maintenance. The overall budget is down despite these staffing increases due to non- . r • ecurring equipment purchases budgeted in the Sanitary and Storm Sewer Divisions in FY 2000 -01 that are not budgeted in FY 2001 -02, the transfer of citywide telephone costs from the Property Management Division to the Network Services Division of the City • Administration Department, and the transfer of the budget for City facility Capital ' . • Improvement Projects (CIP) from the capital outlay portion of the Property Management • Division to the CIP budget. • • The FY 2001 -02 budget adds one position and reprograms two existing positions to • improve the maintenance of City rights -of -way and sidewalks along major collector 0 streets. An improved right -of -way maintenance program was presented to the City Council in the winter of 2001 and this change to the FY 2001 -02 budget reflects the option preferred by the Council at that time. • 0 • 287 • 2001 -02 Budget Message April 30, 2001 Page 7 of 9 Water activities continue to center on the City's effort to select a long -term water supply. In FY 2000 -01, the City projected declines in the Water Fund balance over the next five years. Asa result, water rates were increased 3% in the fall of 2000 and 15.5% in the spring of 2001. The City's Financial Plan projects the need for annual water rate increases over the next five years. The rate adjustments already made plus the projected rate increases will maintain the strength of this fund. •. Capital Improvements The FY 2001 -02 Proposed Budget also includes $10,415,310 for Capital Improvement Projects (CIP). The CIP includes projects designed to improve, expand, or perform major maintenance of the City's infrastructure: roads, water and sewer facilities, buildings, and parks and grounds. The CIP development process is currently underway with the City Engineer leading the way through a series of public meetings. • The list of capital improvement priorities will be reviewed by the Planning Commission then presented to the City Council at the Budget Hearing for approval and inclusion in the budget. CIP projects listed in the Proposed Budget may change as a result of these • hearings. • Debt Service The City issued General Obligation Bonds in 1984 for the construction of the Civic Center. These bonds mature in 2003. The balance of debt service is related to local improvement districts and will be repaid by assessments from participating property owners. Budget Presentation Long time readers/ users of the City of Tigard Budget will notice three major changes to the document in FY 2001 -02. The -first (and most readily apparent)of these changes is in presentation. One of the goals of the City of Tigard and the City Council is to improve communication with our citizens. One element of better communication is production of documents that are more user friendly and readable. The FY 2001 -02 budget has undergone a major face -lift to make it more readable and less intimidating. We have included more explanatory narrative and summary info 'rmation. We have reorganized sections within the document to make it easier to find information. Another element of better communication is to clearly identify goals and results desired and to measure our progress towards achieving those goals. To that end, the City, has been developing a performance measurement system over the past several years. Performance measurement has two aspects: workload and effectiveness. The City has included workload measures in its budget for several" years. These measures report on historical • 288 • 0 0 2001 -02 Budget Message April 30, 2001 Page 8 of 9 0 0 and projected changes in our workload. They tell the reader how much we are doing. 0 -They do not tell how well we are doing it. In FY 2001 -02, we have added effectiveness measures to our budget. These measures are designed to tell Tigard citizens how well we are doing our job. • The most substantial change arises from a change in how the City accounts for expenses. 0 In FY 2001 -02, the City will account for its funds using a "direct charge" system. In many ways, this is a technical change that will not impact the overall size of the operating • budget (personal services, materials and services, and'capital outlay). It does, however, 0 increase the bottom -line size of the budget, which includes the operating budget plus debt . 0 service, capital improvement projects, transfers, and contingency. 0. By adopting a "direct charge" method of managing its budget, the City will achieve a • greater ability to direct_ expenses to particular funds. The City will also improve 0 management of the various funds of the City. In the past, almost every expense of the-City. was initially paid out of the General Fund. At the end of each month, those expenses were . then allocated out to other funds of the City. This is an acceptable method of accounting, 0 but it is awkward, requires multiple handling of expenses, and limits the City's ability to 0 charge, specific expenses to specific funds. In addition, these transfers did not show in the 0 annual budget. The City is changing to a "direct charge" system, in which expenses will be charged directly to a fund without passing through the General Fund. In those instances • where activities are appropriately supported by more than one fund (such as central ' Q administrative functions), resources will be transferred from one fund to another fund. Because all of these transactions will now be budgeted in the FY 2001 -02 budget, there is, therefore a large increase shown in the fund transfer category. This increases the bottom -. • line size of the budget by the amount . of these transfers, but it does not increase the actual 0 expenses paid. • • . Awards 0 The City continues to participate in the Government, Finance Officers Association Awards 0 Programs for Financial Reports and Budgets. The City has applied for the Certificate of Achievement for Excellence in Financial Reporting for the year ending June 30, 2000. The City also received the Distinguished Budget Presentation award for the FY 2000 -01 0 Budget. The City will continue to produce quality financial documents that meet.the ' 0 requirements of both of these programs. 0 0 Conclusion The City of Tigard Proposed Budget has been thoughtfully prepared to address areas of 0 growth and to fall within the guidelines of the Financial Plan. Approval of the budget as '0 • • • 289 . • 2001 -02 Budget Message April 30, 2001 Page 9 of 9 proposed ensures the continued provision of quality services to the public and will also allow the provision of quality services well into the next decade. 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, • W I iam A. Monahan City Manager 290 • • Th FY 2001 -02 budget includes contingency appropriations for most operating • City of Tigard, • Oregon , funds. Contingencies are built into the budget to ensure that funds are available for unforeseen events and to build a cushion into revenue estimates. • Summary of Beginning in FY 2000 -01, contingencies were sized according to the maximum • Contingency amount allowed by Oregon Local Budget Law (15% of total fund.appropria- • • tions) or a prudent amount based on the size of the fund. •" • • Contingencies are detailed by fund below: • • • Adopted . Adopted • Fund Summary 2000/01 . 2001/02 General Fund . . $758,490 $1,000,000 • Sanitary Sewer Fund 335,000 430,000 0 Storm Sewer Fund 200,000 182,000 " Water Fund 800,000 952,000 Water SDC Fund 0 88,200 Water CIP Fund 100,000 . - 73,000 . Water Quality/Quantity Fund 115,000 " . 53,000 Criminal Forfeiture Fund '3,000 0 State Gas Tax Fund 150,000 19,800 County Gas Tax Fund 23,000 10,000 Parks SDC Fund 167,231. 80,000 • Traffic Impact Fee Fund 330,000 300,000 Traffic Impact Fee Urban Services Fund 6,250 6,200, Building Fund" 50,000 , 250,000 Electrical Inspection Fund 30,000 " • 33,000 Underground Utility Fund 20,000 6,000 • • Urban Services Fund 50,000 94,500 Tree Replacement Fund 1,700 7,800 Metro Greenspaces Fund 35,000 0. • Facility Fund 30,000 112,500. Central Services Fund 0 187,650 Fleet/Property Management Fund 0 40,000 Total Contingency $3,204,671 $3,925,650 Contingencies may not be spent directly; if needed, they must first be trans- ferred to a program expenditure by resolution of the City Council.. If not transferred to a program expenditure during a fiscal year, the contingency amount becomes part of the ending fund balance. • 291 • Adopted Budget: The budget amended and approved by the Budget Committee City of Tigard, becomes the adopted budget after City Council takes action on it. The adopted budget Oregon becomes effective July 1 and includes all Council adopted changes through the year. Ad Valorem Tax: A tax based on value, such as a property tax. Glossary of Budget Related Amortization: (1) The portion of the cost of a limited -life or intangible asset charged Terms 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 proposed budget as amended and approved by the Budget • Committee recommended to the City Council for adoption is referred to as the Approved Budget. Assets: Property owned by the City, which has monetary value. BAN: Abbreviation for Bond Anticipation Note., BAN's are a form of short term • borrowing in anticipation of a future sale of long term bonds. BAN's are 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. ApItio Capital Improvements Program: Long -range plan for City facilities and `^ ul� infrastructure. _j191► Capital Outlays: Expenditures equal to or greater than $2,500, for equipment, vehicles, or machinery that results in the acquisition or addition to fixed assets. 292 0 0 Clean Water Services: A county -wide agency formerly named the Unified Sewerage 0 City of Tigard, Agency (USA). Clean Water Services owns all major sewage and storm water 0 Oregon . collectors and owns and operates all sewage treatment plants within Washington 0 County. 41 Glossary of CIT (Citizen Involvement Team): A committee of citizens who debate and discuss 0 Budget Related neighborhood issues and other citywide topics to provide Citizen input to the City . 0 Council. Citizen facilitators are trained by the City. CIT's set their own agendas and Terms are supported by City staff 0 0 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. 0 Debt Service: Interest and principal on outstanding bonds due and payable during the 0 fiscal year. - 0 Due from other Funds: An asset account used to indicate amounts owed to a particular fund by another fund for goods sold or services rendered. This account includes only short-term obligations on open account, not interfund loans. 0 • 0 Employee Benefits: Benefits include social security, retirement, group health, dental and life insurance, workers' compensation, and disability insurance. 0 0 Enterprise Funds: Governmental activities that can be operated most like a commercial business are referred to as enterprise activities and are accounted for in enterprise funds. Tigard's enterprise activities include sewer, storm drainage and 4 0 water utilities. Expenditures are matched with revenue from service charges to ensure • the program is self - supporting. Expenditure: Actual payment made by City check or wire transfer for services or 0 goods received, or obligations extinguished. O Fees: General term used for any charge levied by local government in connection with 0 providing a service, permitting an activity or imposing a fine or penalty. Major types 0 of fees include building permits, business and non - business taxes, fines, and user charges. - . 0 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 unit with a self - balancing set of accounts in which cash 0 and other fmancial resources, liabilities, equities, and changes therein, are recorded to • � f l l carry on specific activities and/or objectives. • 0 0 293 • • • Fund Balance: Amount left over after expenditures are subtracted from resources. ,City of Tigard, Each fund begins and ends each fiscal year with a positive or negative fund balance. Oregon • General Fund:. The primary discretionary fund of the City, which accounts for general- purpose revenues (such as property tax) and general - purpose operations. Glossary of Budget Related Generally Accepted Accounting Principles (GAAP): Uniform minimum standards and guidelines for financial accounting and reporting. They govern the form and Terms content of the financial statements of an entity. Intergovernmental Revenues: Revenue from other governments, primarily Federal and State 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 such as streets, sewers, storm drains, streetlights, etc. Costs of such improvements are then assessed among benefited properties. Measure 5: A constitutional limit on property, tax rates passed by voters in the State of Oregon in November 1990. This provision 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. This measure was repealed and replaced by Measure 50 before it took effect. Measure 50: Passed by voters in May 1997, this legislatively referred measure repealed Measure 47, and significantly reduced future property taxes. The measure rolled back assessed value on individual property to 1995 -96 value, less 10 %.• It reduced 1997 -98 City levy authority by an average of 17% and then converts it to a rate to be applied to assessed value in all future years. Assessed value growth was limited to 3% per year. The measure reinstated Measure 47 limits on fees and charges and on majority turnout election requirements. Metro: The only directly elected regional government in the nation. Metro is responsible for regional transportation and land use planning. It also manages the Oregon Zoo, the Oregon Convention Center, the Portland Center for the Performing Arts, and the Exposition Center. Metro is also responsible for regional solid waste disposal. Modified Accrual Basis: The accrual basis of accounting adapted to the governmental ' fund -type measurement focus. Under it, revenues and other financial resource increments (e.g., bond issue proceeds, property taxes, special assessments) are • recognized when they become both measureable and available to finance expenditures . of the current period. Niche: A name given to.a renovated City facility that houses Human Resources, Network Services and Risk Management. Niche stands for "New Improved City Hall Environment'. Z11111 Object Classification: Indicates type of expenditure being made, i.e., personal services, materials and services, capital outlay, etc. • • 294 • • - OLA: Oregon Library Association. An organization that provides support to Oregon 0 City of Tigard, member libraries. The association provides statewide statistics and standards for all 0 Oregon areas of library operation. . • • Operating Budget: That portion of the budget that includes appropriations for direct 0 services to the public, including wages and benefits, materials and services and capital Glossary of 0 equipment. Excluded from the operating budget are capital improvement projects, Budget Related debt service requirements, transfers, contingency and reserves: • Terms • ODOT: Abbreviation for Oregon Department of Transportation. Permanent Tax Rate: The doller -per- thousand figure used to calculate property tax 0 revenues. Under Measure 50, all tax bases in Oregon were converted to a permanent tax rate. This rate, when applied to assesed value of property within ajurisdiction, produces the property tax revenues used to support general city operations. Tigard's Permanent Tax Rate is $2.5131 per $1,000. • Personal Services: Compensation to City employees in the form of salaries, w a g es, . and employee benefits. ' O 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, 0 Community Development, Policy & Administration and General Governement. • • . Proposed Budget: City budget developed by the City Manager and submitted to the - ' 0, Budget Committee for their deliberation. Reserved Fund Balance: Those portions of fund balance that are not appropriable for expenditure or that are legally segregated for a specific future use. . . - SDC: Abbreviation for Systems Development Charges paid by developers and 0 builders to fund expansion of infrastructure necessary due to increased usage. Such • charges are collected for sewers, storm drains, streets, and parks.. 4. mr SWM: Abbreviation for Storm & Surface Water Management. The program is closely affiliated with Clean Water Services (formerly USA) and performs the same functions for the storm sewer system throughout the county. Special Assessment: A charge made against certain•properties to defray all or part of • the cost of a specific capital improvement or service deemed to benefit primarily those properties. . Special Revenue Fund: A fund used to account for the proceeds of specific revenue 0 sources that are legally restricted to expenditure for specified purposes. . Tax Base: Oregon law use to allow 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 was allowed to increased by 6% each year without further voter approval. All tax bases in the State were eliminated by Measure 50 and 0 replaced with permanent tax rates. O . A TIF: Abbreviation for Traffic Impact Fee. These revenues from County instituted • 4° h' 'r;lf �i � fee on development and was approved by voters in 1989. Funds are used for highway 0 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. • 0 • 295 " • • USA: Abbreviation for Unified Sewerage Agency, a county-wide sewer district which City of Tigard, provides sewer treatment facilities for Washington County. The Agency establishes Oregon 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. In 2001, USA changed its name to Clean Water Services. Glossary of Budget Related 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 Terms entered into an agreement in which the City will provide development services to the area. Tigard collects all fees and charges from such development and-uses the funds • to pay for the related costs of that service. The Urban Services area is shown on the 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. • 99W: Major state highway running through Tigard and connecting the City with Interstate 5 and Highway 217. Also referred to as Pacific Highway West. • • • 1 le Os • . 296 0 • 0 Citizen Involvement Teams 0 City of Tigard, O Oregon Effective July 1, 1994, neighborhood groups referred to. as Citizen Involvement O Teams (CIT's) were established. The CIT's serve as organized forums for identifying public concerns and issues. The focus may be on parks, solid waste 0 Advisory or any other issue as determined by members. Participation in the Citizen- • Committee evolvement Teams is open to all interested persons and are 'headed by citizen 0 facilitators. The City is responsible for providing technical assistance to the 0 CIT's and provides a liaison to meet with. the facilitators at least three times a year. A uniform agreement between the City and each CIT has been entered O into and outlines the purpose, membership, . meetings, voting, responsibilities • and selection of the facilitators, agendas and responsibilities of the City. 0 Budget Committee 0 0 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 0 terms. The Committee is responsible for deliberating on the Proposed Budget 0 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 Appointment Expires 0 Benner, Mike Jan-99 Jun -02 . 0 Burgess, George Oct -87 Jun -01 • Dirksen, Craig Jan-01 Dec -04 o Griffith, Jim Apr -01 ' Dec -02 M • oore, Brian Jan-96 Dec -05 0 Moszer, Irene Feb -01 - Jun -03 . ' Patton, Joyce E. Jan-99 Dec -02 0 Scheckla, Ken Jun -94 Dec -02 • Sherwood, Sydney Feb -01 Jun -01 0 . Zuffrea, Greg Aug -00 Jun -03 0 Intergovernmental Water Board The Intergovernmental Water Board consists of five members and was estab- 0 lished through an intergovernmental agreement between, the cities of Tigard, Durham, and King City and the Tigard Water District. Each jurisdiction is • represented by a member and one member is appointed at large. The purpose of the Board is to make recommendations to the Tigard City ' 0 Council on water issues and to carry out other responsibilities set forth in'the 0 agreement. Original Term ' ' ' ft Citizens Appointment Expires O Carroll, Patrick Jan-97 Dec -03 Drangsholt, Jan Jan-95 Dec -03 0 ��j�i j Patton, Joyce Jan-00 Dec -02 0 �'"'i Penner, Norman Aug-00 Dec -02 • Scheiderich, Bill Jan-94 Dec -03 0 O 297 Library Board City of Tigard, Oregon The Library Board consists of seven members appointed by the City Council for four year terms. The Board advises the City Manager and City Council on Advisory matters related to.Library operations. Committee Original Term Citizens Appointment Expires Beck, Larry . Sep -95 Jun -01 Braun, Ann Jul -99 Jun -03 Chapman, David Jun -98 Jun -04 Diamond, Marvin Jul -00 Jun -03 Irwin, Nancy May -93 Jun -01 Kasson, Sue May -97 Jun -01 Smith, Jane Apr -00 Jun -02 Planning Commission The Planning Commission consists of nine members, appointed by the City Council to serve four year terms. The Commission's responsibilities include assisting the City Council to develop, maintain, update and implement the City Comprehensive Plan, to formulate the City Capital Improvements Program, and to review and take action on development projects and Development Code provisions delegated to the Commission. Original Term • Citizens Appointment Expires Anderson, Judith Sep -95 Dec -03 Mores, Darrel Glenn Dec -98 Dec -04 Munro, Judy Jan-01 Dec -04 Olsen, John Aug -98 • Dec -01 - Padgett, Mark Sep -95 Dec -03 Scholar, Shel Dec -94 Dec -02 Sutton, Scot - Jan-01 Dec -02 Topp, Steven Sep -99 Dec -01 Wilson, Nick Feb -94 Jan-02 • • 298 0 0 0 • City of Tigard, Budget Actual Actual Adopted Proposed Approved Adopted Oregon Unit Progra 1998/99" 1999/00 2000/01 2001/02 2001/02 2001/02 • Community Services 0 Staffing. Police • 0 1110 Police Administration 3.00 3.00 3.00 3.00 ' 3.00 3.00 Summary 1120 Operations 44.00 44.00 46.50 .47.50 47.50 47.50 1130 Support Services 22.00 25.00 26.83 25.00 • 25.00 25.00 • Total Police 69.00 72.00 76.33 75.50 75.50 75.50 . o Library o . 1410. Library Administration 2.38 2.5 . 2.70 2.70 2.70 ' 2.70 • 1420 Readers' Services 9.55 9.6 9.60 10.60 10.60. 10.60 0 1430 Technical Services 5.50 6.5 6.60 5.20 5.20 5.20 . • 1440 Circulation 10.09 11.1.' 11.10 11.70 . 11.70 ' 11.70 0 Total Library 27.52 29.70. 30.00 30.20 ' 3620 30.20 0 Total Community Services 96.52 101.70 106.33 105.70 105.70 105.70. a Public Works 0 2110 Public Works Administration 4.00 6.00 , 6.00 6.00 . 6.50 6.50 . 2120 Sanitary Sewer 7.00 7.00 7.00 7.00 6.93 6.93 . o 2130 Storm Sewer 7.00 7.00 7.00 7.00 6.92 ' 6.92. 0 2140 Streets Maintenance 10.50 11.50 11.50 12.50 9.35 9.35 0 2150 Fleet Maintenance 2.50 3.00 3.00 3.00 - 3.22 3.22 2160 Property Management 2.50 3.00 . . 3.00 3.00 3.38 3.38 0 2170 Water 16.00 17.00 17.00 18.50 : 17.95 17.95 0 1600, Parks and Grounds 8.50 9.50 9.50 10.50 9.75 9.75. Total Public Works 58.00 64.00 , 64.00 67.50 •64.00 64.00 . 0 Development Services 0 2210 Community Dev. Administratio 9.00 9.00 • 3.00 3.00 3.00 3.00 2220 Building Inspection 19.00 15.00 12.50 13.50 13.50 13.50 2230 Current Planning 6.50 6.50 9.00 9.00 . 9.00 9.00 • 2240 Long Range Planning 4.00 4.00 4.00 5.00 5.00 5.00 . 2250 Engineering 14.50 15.50 . 15.5.0 16.00 16.00 - 16.00 • Total Development Services 53.00 50.00 44.00 . 46.50 46.50 46.50 . 0 . 0 Policy &Administration 0 3 120 City Management 4.50 5:50 5.80 5.80 5.80 5.80 3130 Human Resources 3.50 3.50 3.50 4.00 .4.00 4.00 0 . 3140 Network Services 4.50 4.50 4.50 8.00 ' 8.00 8.00 0 ' 3150 Risk Management 2.00 .2.00 2.00 2.00 2100 2.00 0 3210 Finance 1.00 1.00 2.00 _ ' 3.00 3.00 3.00 . 3230 Financial Operations 9.00 10.00 10.75 • 10.80 10:80. 10.80 • . 3320 Office Services 4.00 4.00 4.00 4.00 4.00. 4.00'. • • 3330 Records 2.50 . 3.00 3.00 3.00 3.00- 3.00 3340 Municipal Court 3.00 3.00 4.00 4.00 4:00 4.00 0 Total Policy & Administration 34.00 36.50 ' 39.55 44.60 - 44.60 44.60 0 Total All Programs - 241.52 252.20 253.88 264.30 260.80 260.80 0 i�l� o 0 • a 0 299 Range Category Classification Title Pay Range City of Tigard, Note: Effective for FY 2000 -01 only. A new schedule will be adopted after July 1, 2001. Oregon 32 M3 Confidential Administrative Spec. I Hourly 10.61 - 14.22 Management/ (City Admini Monthly 1,839 - 2,464 g Annually 22,068 29,568 Professional 38 M3 Confidential Administrative Spec II Hourly 12.31 - 16.49 Group Salary (City Administration) Monthly 2,133 - 2,858 Schedule Annually 25,596 34,296 41 M3 Human Resources Assistant Hourly 13.25 - 17.76 Monthly 2,296 - 3,078 Annually 27,552 36,936 44 M3 Volunteer Coordinator Hourly 14.30 - 19.16 M3 Library Technical Services Coordinator Monthly 2,478 - 3,321 M3 Micro Computer Support Tech Annually 29,736 - 39,852 • M3 Confidential Executive Assistant ' 45 M3 Executive Assistant to City Administration Hourly 14.66 - 19.65 M2 Circulation Supervisor Monthly 2,541 - 3,406 M3 Risk Technician Annually 30,492 - , 40,872 46 M3 Police Records Supervisor Hourly 15.05 - 20.16 M3 Assistant Planner Monthly 2,608 - 3,494 M3 Program Assistant Annually 31,296 - 41,928 ' • 47 M3 Buyer Hourly 15.44 - .20.68 Monthly 2,676 - 3,585 • Annually 32,112 43,020 50 M2 Readers Services Specialist Hourly 16.63 - 22.30 Monthly 2,883 - 3,865 Annually 34,596 46,380 51 M3 Budget & Financial Reporting Analyst Hourly 17.07 - • 22.87 , Monthly 2,959 - 3,964 Annually ' 35,508 47,568 52 M3 Associate Planner Hourly 17.50 - 23.46 M3 Technical Services Specialist Monthly 3,034 - 4,066 M3 Fleet & Facilities Coordinator Annually 36,408 48,792 53 M3 Human Resources Analyst Hourly 17.95 - 24.06 Monthly 3,111 - 4,170 Annually 37,332 - 50;040 54 M3 Wastewater Operations Supervisor Hourly 18.43 - 24.70 ' M3 Water Operations Supervisor Monthly 3,195 - 4,281 M3 Grounds Supervisor Annually 38,340 - 51,372 M3 Streets Supervisor 55 M2 City Recorder Hourly 18.88 - 25.32 Monthly 3,273 - 4,388 Annually 39,276 - 52,656 56 M3 Senior Accountant Hourly 19.37 - 25.96 Monthly 3,358 ' - 4,500 Annually 40,296 - 54,000 57 M2 Senior Human Resources Analyst Hourly 19.86 - 26.62 M2 Senior HR/Telecommunications Analyst A ntly h ly 43,44 4,614 ��I 3 - 55,368 . 58 M2 Project Engineer Hourly 20.39 - 27.32 M2 Administrative Services Manager Monthly 3,534 - 4,735 • M2 Library Division Manager Annually 42,408 - 56,820 300 . 0 0 Range Category Classification Title Pay Range 0 City of Tigard, 0 Oregon • • 59 M2 Plans Examination Supervisor ' Hourly 20.90 - 28.00 Management/ - Monthly 3,622 - .4,854 • Professional Annually 43,464 - 58,248 • Group Salary 60 M2 Senior Management Analyst /Risk Hourly 21.43 - ' .28.73 • Schedule M2 Inspection Supervisor . Monthly 3,715 4,979 Annually 44,580 -. 59,748 • 61 M2 Planning Manager Hourly ' 21.98. - 29.46 M2 Financial Operations Manager Monthly 3,810 - 5,106 M2 Property Division Manager • Annually 45,720 - 61,272 • M2 Utility Division Manager • 100 M3 Police Sergeant Hourly 22.62 - 30.31 • Monthly 3,921 - 5,254 0 • Annually 47,056 - 63,050 0 64 M2 Engineering Manager Hourly 23.72 •- • 31.79 . • Monthly 4,112 " - 5,511 Annually 49,344 - 66,132 0 66 M2 Assistant to the City Manager Hourly 24.96 - 33.44 • M2 Building Official Monthly 4,327 - 5,797 • • Annually 51,924 - 69,564 • 68 M2 Human Resources Director Hourly 26.24 - 35.17 . • M2 Network Services Director Monthly 4,549 - 6,096 • Annually 54,588 - - 73,152 ' ' 0 105 M2 Police Lieutenant Hourly 26.05 - 34.92 • Monthly 4,516 6,052 Annually 54,197 - 72,628 0 70 M1 Library Director Hourly 27.61 37.00 0 " M1 Director of Finance Monthly 4,785 - 6,413 • M1 City Engineer Annually 57,420 - 76,956 • 108 M2 Police Captain Hourly 27.86 37.34 0 Monthly 4,829 - 6,472 • Annually 57,952 - 77,664 • 72 M1 Public Works Director , Hourly 29.05 - 38.92 0 ' M 1 Community Development Director Monthly 5,035 - - 6,746 Annually 60,420 - 80,952 • 112 M1 Police Chief Hourly 30.64 - 41.07 • . • Monthly 5,311 - 7,118 0 Annually 63,727 - 85,420 • illik . • • • • 301 • 0 Note: Effective for FY 2000 -01 only. A new schedule will be adopted after July 1, 2001. City of Tigard, Oregon Classification Title Step 1 Step 2 Step 3 Step 4 Step 5 Tigard Police 450 Police Records Specialist Monthly 2,292 . 2,407 2,527 2,654 2,785 g Hourly 13.22 13.89 14.58 15.31 16.07 Officers Assoc. Annually 27,504 28,884 30,324 31,848 33,420 Salary' Schedule 454 Property /Evidence Clerk Monthly 2,536 2,663 2,796 2,937 3,083 Hourly 14.63 15.36 16.13 16.94 17.79 Annually 30,432 31,956 33,552 35,244 36,996 450 Detective Secretary Monthly 2,292 2,407 2,527 2,654 2,785 Hourly 13.22 13.89 14.58 15.31 16.07 Annually 27,504 28,884 . 30,324 31,848 33,420 454 Community Services Officer Monthly 2,536 2,663 2,796 2,937 3,083 Hourly 14.63 15.36 16.13 16.94 17.79 Annually 30,432 31,956 33,552 35,244 36,996 350 Police Officer Monthly 3,278 3,364 3,540 3,726 3,923 Hourly 18.91 19.41 20.42 21.50 22.63 Annually 39,336 40,368 42,480 44,712 47,076 • • • • '47A, t i t 302 0 0 City of Tigard, Note: Effective for FY 2000 -01 only. A new schedule will be adopted after July 1, 2001. Q • Oregon Range Classification Title Step 1 Step 2 Step 3 Step 4 Step 6 Step 6 Step 7 200 Administrative Specialist I Monthly 1,802 1,891 1,986 2,086 2,191 2,298 2,412 0 Oregon Public Hourly 10.40 10.91 11.46 12.03 12.64 13.26 13.92 Annually 21,624 22,692 23,832 25,032 26,292 27,576 28,944 Employees 0 Union Salary 201 Accounting Assistant I Monthly 1,847 1,938 2,036 2,137 2,244 2,357 2,475 Utility Worker I Hourly 10.66 11•.18 11.75 12.33 12.95 13.60 ' 14.28 Schedule Building Maint. Tech I Annually 22,164 23,256 24,432 . 25,644 - 26,928 28,284 29,700 202 Library Assistant Monthly 1,893 1,988 • 2,088 2,193 • 2,302 2,417 2,538 Hourly 10.92 11.47 12.05 12.65 13.28 13.94 14.64 0 Annually 22,716 23,856 25,056 26,316 27,624 29,004 30,456 0 • 206 Administrative Specialist II Monthly 2,095 2,200 2,311 2,426 2,548 2,675 2,808 0 PBX Operator Hourly 12.09 12.69 13.33 14.00 14.70 • 15.43 16.20 Senior Library Assistant Annually 25,140 26,400 27,732 29,112 30,576 32,100 33,696 O Microcomputer Support Asst 207 Accounting Assistant II Monthly 2,149 2,256 2,368 2,487 2,611 2,742 2,87.9 Hourly 12.40 13.02 13.66 14.35 15.06 15.82 16.61 Annually 25,788 27,072 ' 28,416 29,844 31,332 32,904 34,548 - 0 209 Utility Worker II Monthly 2,262 2,375 2,493 2,618 2,749 2,886 3,031 Engineering Technician I Hourly 13.05 13.70 14.38 15.10 15.86 16.65 17.49 Building Maintenance Tech.11 Annually 27,144 . 28,500 29,916 31,416' 32,988 34,632 36,372 Maintenance Services Tech. O Network Assistant 210 Sr. Admin Specialist Monthly 2,320 2,436 2,558 2,686 2,820 2,959 3,108 0 Information Processing Tech. • Hourly 13.38 14.05 14.76 15.50 , 16.27 17.07 17.93 Code Compliance Specialist Annually 27,840 29,232 30,696 32,232 33,840 35,508 37,296 211 Senior Accounting Assistant Monthly 2,380 2,498 , 2,623 2,754 2,892 . 3,036 3,188 0 Hourly 13.73 14.41 15.13 15.89 16.68 17.52 18.39 Annually 28,560 29,976 31,476 33,048 34,704 36,432 38,256 0 0 • • 0 0 v • 0 • • 0 0 0 0 0 0 1, I • • • 0 303 • City of Tigard, • Range Classification Title Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Oregon 213 Senior Utility Worker Monthly 2,501 2,627 2,759 2,897 3,041 3,194 3,354 Mechanic Hourly 14.43 15.16 15.92 16.71 17.54 18.43 19.35 Water Works Inspector Annually 30,012 31,524 33,108 34,764 36,492 38,328 40,248 . Oregon Public Water Qual Prog Coordinator Urban ermi Forester p Employees c ali Permit Specialist Union Salary Permits Coordinator Y Perron Technician - Planning /Engineering Schedule Permit Technician - Building 215 Engineering Technician II Monthly 2,634 2,765 2,904 3,048 3,200 3,361 3;528 Network Technician Hourly 15.20 15.95 16.75 17.58 18.46 19.39 20.35 Inspector I Annually 31,608 33,180 34,848 36,576 38,400 40,332 42,336 • Librarian 219 Senior Engineering Tech. Monthly 2,912 3,059 3,211 3,372 3,541 3,718 3,904 Senior Network Technician Hourly 16.80 17.65 18.53 19.45 20.43 21.45 22.52 Annually 34,944 36,708 38,532 40,464 42,492 44,616 46,848 220 Plans Examiner Monthly 2,990 3,140 3,296 3,460 3,632 3,815 4,004 Hourly 17.25 18.12 19.02 19.96 20.95 22.01 23.10 • • Annually .35,880 37,680 39,552 41,520 43,584 45,780 48,048 221 Inspector II Monthly 3,066 3,220 3,380 3,548 3,726 3,912 4,108 Hourly 17.69 18.58 19.50 20.47 21.50 22.57 23.70 Annually 36,792 38,640 40,560 42,576 44,712 46,944 49,296 223 Engin. /Survey Specialist Monthly 3,224 3,384 3,553 3,732 3,918 4,114 4,319 Hourly 18.60 19.52 20.50 21.53 22.60 23.74 24.92 Annually 38,688 40,608 42,636 44,784 47,016 49,368 51,828 224 Senior Plans Examiner - Monthly 3,306 3,471 3,645 3,827 4,019 4,219 4,430 Hourly 19.07 20.03 21.03 22.08 23.19 24.34 25.56 Annually 39,672 41,652 43,740 45,924 48,228 50,628 53,160 225- Senior Inspector Monthly 3,390 3,560 3,738 3,924 4,121 4,328 4,544 Hourly 19.56 20.54 21.57 22.64 23.78 24.97 26.22 Annually 40,680 42,720 44,856 47,088 49,452 51,936 54,528 • • • • • 304 • e0 0 0 •oeeeeeeee0 •0 +90 e0 eee0 •9 0 •9•• b © to cu O ,111;9 �, et ze Q CI O U • „ CITY of TIGARD ,I. 1 ---, ,\ I FERRY 0‘ t jicycoirs I i n•9 , GEOGRAPHIC INFORMATION SYSTEM C i #614 71 " ..--3- 1 1 .. c I 1 1 I i.:11 I II . ii I ikr _ --1 ..._L_ 1%1 I 1 • i — City of Tigard ---,,. it 7 r , - 1 1 - - • ,,- MAIN ROADS ,, , 4:, _X .... . . -1. , I . 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