05/04/1998 - Packet City of Tigard, Oregon
1998/99 Budget Committee Meeting
May 4, 1998
Agenda
Call to Order
�inutes from April 16, 1998 meeting
Presentation from Broadway Rose
l 4. Selection of Chair and Secretary
�llocate Social and Events funds
,6/eceive 1998/99 Proposed Budget Document and Budget Message
"udget Discussion
4'�evenue Projections -Wayne Lowry
XEngineering - Gus Duenas
/Network Services - Paul de Bruyn
City Administration - Bill Monahan
e) Finance -Wayne Lowry
8. Continue meeting to Monday, May 11, 1998 6:30 PM (dinner at 6:00)
April 30, 1998
I
CITY OF TIGA�tD
George B ess
13475 Village Glen OREGON
Tiga , Oregon 97223
Dear George:
Our next Budget.Committee meeting is Monday, May 4, 1998. It will be held in the Water
Building auditorium. Dinner will be served at 6:00 PM and the meeting will begin at 6:30 PM
and'last until 8:30 PM.
Attached you will find the minutes from our April 20, 1998 budget committee meeting. These
have already been reviewed and approved by Craig Dirksen, the Committee Secretary. Please
review them prior to the meeting in preparation for their approval.
The agenda for the meeting is as follows:
• Presentation from Broadway Rose
• Selection of Chair and Secretary
• Allocate social and events funds
• Receive 1998/99 Budget document and Budget Message
• Budget discussions
Revenue projections - Wayne Lowry
Engineering - Gus Duenas
Network Services - Paul de Bruyn
City Administration - Bill Monahan
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Finance - Wayne Lowry
The next meeting is scheduled for Monday, May 11. We are scheduled to discuss Community i
Development, Public Works and General CIP.
Please call me If you have any questions prior to our meeting.
Sincerely
Wayne Lowry
Director of Finance
13125 SW Hall Blvd., Tigard, OR 97223 (503) 639-4171 TDD (503) 684-2772
City of Tigard, Oregon
Budget Committee
Meeting Minutes
April 16, 1998
Members Present: George Burgess, Craig Dirksen, Gene Farnstrom, Paul Hunt, Brian Moore,
Jim Nicoli, Joyce Patton, Ken Scheckla, and Max Williams.
Members Absent: Bob Rohlf
Staff Present: Wayne Lowry, Bill Monahan and Michelle Wareing.
Wayne Lowry, Finance Director, started the meeting by reminding the Committee that Joyce
Patton is currently the Chair and Craig Dirksen is Secretary. At the May 4,1998, the Committee
will elect a new Chair and Secretary.
Measure 50: Wayne stated that when the Committee started the 1997/98 budget cycle last
year, the Committee was informed that there would be a $2.2 million reduction in property tax
revenues for the City of Tigard. The City and the Committee worked to create a budget that
would reflect this reduction in revenues. The Five Year Plan was cut back. Current
expenditures were reduced, positions were frozen and all anticipated future positions were
taken out of the Plan. The goal was to create budgets through the year 2001 using the current
level of funding. During the budget cycle, Measure 50 passed which increased anticipated
revenues which allowed the Committee to put some of the positions back into the budget.
Council approved the 1997/98 budget designed for the anticipated effects of Measure 50 in
June 1997. However, the legislation for Measure 50 had not been implemented by the time the
budget was passed.
Wayne reported that Measure 50 did not have the effects on the City's revenues as expected.
Wayne stated that the City had a property tax election in November 1994 which was recognized
by Measure 50. Measure 50 had an exception clause in it regarding property tax levies passed
prior to Measure 47.
Wayne reviewed the process of how Measure 50 determined property tax rates. Measure 50
took the assessed value and rolled it back to 95/96 assessed value less 10% and then added
new construction for 1997/98. Measure 50 then took the tax authority and reduced it by an
average of 17%. Then the numbers were divide to get a permanent rate. The permanent rate
will be used to calculate tax revenue against future assessed values.
Because of the Measure 50 exception clause, the City was exempted from taking the additional
17% reduction. Therefore, the City did not lose any of its revenues as anticipated. However,
taxpayers did get a reduction in their property taxes, but it was the school district, the fire district
and the County that had to take the 17% reduction.
Wayne stated that once it was determined the City didn't lose any of its revenues, the Five Year
Plan was restored to its pre-Measure 47 state. It was then calculated that the City could fund
city services through the year 2006 without any additional tax revenues. The Five Year Plan
has now become a Ten Year Plan. The reasons for this is that the City cut back on its baseline
expenses and tax revenues were greater than anticipated.
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Ken Scheckla asked if the grant received by the Police Department to fund a police position
was still in effect? Wayne responded that the grant was for three years and only partially
funded the police position. The City has absorbed the cost of funding the police position.
Bill Monahan noted that the police position was part of the Five Year Plan positions and wasn't
an extra position.
Ken Scheckla asked about the funding for the officer at Washington Square. He wanted to
know if the merchants had been approached about funding the position? Wayne responded
that Chief Ron Goodpaster would answer those questions when he presents his budget at a
future meeting.
Bill Monahan noted that Chief Goodpaster will be presenting a report on the status of the
Washington Square officer position at an upcoming Council meeting.
Wayne stated that the City's permanent tax rate is $2.51/$1,000. Every house in Tigard has a
reduced assessed value of about 60% to 70% of market value. Wayne noted that market value
was used as the assessed value under Measure 5. The permanent rate of$2.51 will never
change, but assessed values can increase by a maximum of 3% each year. So, the City's
revenues will increase 3% a year as long as property values increase by more than 3%. The
permanent rate will also be used against new construction value. This is a new feature, before
new construction diluted the rate. Now, new construction produces tax revenues above the 3%.
In the past, the City received a straight 6% increase. Now, there will be the 3% increase plus
new construction which adds about another 2% increase. Therefore, tax revenues pre-
Measure 47 are similar to current projected tax revenues. In the future, there will be a larger
discrepancy, but for now, the City is in good financial shape. Wayne asked the Committee to
keep this news in mind when looking at budget requests.
Five Year Financial Plan: Wayne stated that the Five Year Plan was updated in
November/December 1997. The positions that were taken out were added back into the Plan.
The Plan was extended to year 2006, so it is now a Ten Year Plan. Since the permanent rate
cannot be changed, after year 2006, the City may have to ask voters to approve five year
operating levies. The City has never had to fund its operations with five year levies. The
current Five Year Plan for FY 1998/99 includes 244 full-time positions (FTE). Fiscal year
1997/98 included 223 FTE, but currently has 225 FTE. There are 20 new positions planned for
FY 1998/99. A 13.9% increase in the operating budget is proposed in the Plan for FY 1998/99.
Wayne stated that he will provide the Committee with summaries of the Financial Plan, so it can
be compared to actual budget requests.
Social Service and Events Funding Policy: Wayne stated that tonight the Social Agencies and
Arts and Events Organizations were going to make presentations regarding their requests for
funding. Wayne noted that the requests were included in the packets sent out. Wayne stated
that he included a summary of past requests for funding and what the City actually gave. The
total amount of the requests for FY 1998/99 is $120,830. Wayne stated that the City has
$96,000 available for funding these agencies using the policy developed by the Committee in
prior years. Wayne stated that figure is calculated by taking .5% of the current operating
budget. Current operating budget is $19.195 million.
Jim Nicoli stated that he has been working with the Mayor of Beaverton, the local school
districts and City Administration to bring the railroad company to Tigard. The event is geared
toward school children, but the general public will be invited. Everyone will have the opportunity
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to view railroad cars, and diesel and steam engines. The event is scheduled for sometime in
September. Jim stated that he will be asking the Budget Committee for funding of this event in
the near future. The money asked for does not necessarily have to come out of the .5%
agency funding budget. Jim stated that he will ask for about $2,000 to $3,000 plus police and
public works participation. The school districts will be providing transportation for about 2,000
school children. Private businesses will be providing donations and three cities will contribute
money to the event.
Ken Scheckla asked if this was going to be an annual event? Jim responded that it won't be
held annually, but maybe every four to five years.
Jim noted that the steam engine that will be on display pulled the Freedom Train. People will
have an opportunity to go aboard and look at the engine and cars.
Bill Monahan stated that this is partly a special event and partly a general government expense.
Bill noted that the event could fall under the .5% budget, but the Committee could decide to
fund it as a one time event and allocate different funds. The cost of the event for the City keeps
going down because so many people and businesses want to participate and contribute to the
event. A budget has not been prepared yet since more organizations and businesses keep
becoming involved and bringing the City's anticipated contribution down. Bill noted that the
Mc Donald's Corporation has shown an interest since the event will take place in downtown
Tigard. Bill stated that the Committee needs to keep this event in mind when allocating funds.
The Committee needs to decide if the event's funding should fall under the .5% budget or not.
Paul Hunt stated that the Committee would need a budget and proposal for the event before it
could consider it for the .5% funds. Bill responded that a budget could be put together with the
information that is currently available.
Bill stated that Interfaith Outreach Services (IOS) is building the RITE Center on Greenburg
Road. Bill noted that other social service agencies would like to use the Burnham Street
building, but with IOS there, limited available space exists for others to share. IOS has stated
that it needs some of the office space, but it is willing to share the building with other non-profit
agencies. IOS needs to continue to use the building through FY 1998/99.
Bill distributed a hand-out on the cost of maintaining the Senior Center for FY 1997/98.
Wayne stated that he sent a letter to every agency that submitted a request for funding inviting
them to give a five minute presentation at this evenings meeting. Wayne noted that Sharon
Maroney from the Broadway Rose Theatre was out of the country and would not be making a
presentation. Sharon asked if she could make a presentation at the May 4, 1998 meeting.
Wayne reported that he received a phone call from the Riverkeepers this week and that they
might submit a funding proposal and make a presentation this evening.
Wayne stated that the City receives revenue sharing and state share revenues from the State
of Oregon. It is required by the State that the City hold a public hearing to allow citizens the
opportunity to comment how the funds should be used. In order for the City to receive the
funds, City Council must pass an ordinance and resolution stating that a public hearing was
held tonight. Wayne stated that the public hearing will need to be opened before the
presentations are made.
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Ken Scheckla asked what the revenue sharing and state share revenues were going to be for
this year? Wayne reported that the City was going to receive the following:
Cigarette Tax $92,000
Liquor Tax $260,000
Revenue Sharing $206,000
Gas Tax $1.687 million
Wayne distributed a worksheet that the Committee will use to allocate the funds to agencies.
Wayne noted that the Committee used the worksheet last year and it worked well.
Joyce Patton, Chair, opened the 1998/99 Budget Committee at 7:OOpm. All Committee
members were present except Bob Rohlf.
Public Hearing on State Revenue Sharing Funds: Joyce Patton opened the public hearing at
7:OOpm and stated that Wayne Lowry would give a brief explanation. Wayne stated that the
City receives the funds from the State. The City is required to hold a public meeting to allow the
public opportunity to discuss the usage of the funds.
Joyce Patton called for public comment on the use of the state revenue funds. No comments
were received from the public or the Budget Committee members. The public hearing was
closed at 7:05pm.
Social Services and Arts and Event Funding: Joyce Patton stated that she would use the
sign-in sheet to call agencies up for their presentations. Joyce called the first agency.
SHELTER/Domestic Violence Resource Center: Barbara Shulties started her presentation
by introducing her canine, Nesbit. Barbara stated that Nesbit is used in the animal assisted
therapy program. Barbara distributed a Statement of Agency Organization hand-out which had
descriptions of the programs offered by the agency. Barbara stated that the SHELTER has
been in existence for about 20 years. The agency is growing and adding new programs. The
agency serves the people of Washington County. The agency runs a safe shelter and a 24-
hour crisis line. The shelter has fifteen beds and is usually at capacity. The SHELTER also
offers several child therapy programs, outreach programs and a restraining order room. The
restraining order room is open five days a week and offers education and assistance in
requesting a restraining order. The SHELTER collaborates with the Washington County
Sheriff's office on a Family Violence Intervention Team. The Sheriff's office notifies the
SHELTER about battery incidents and then the SHELTER contacts the victim at a convenient
and safe time to offer services.
Ken Scheckla noted that a list of Board Members was provided, but there was no information
about board terms and when the board meets. Barbara responded that the Board meets every
month. Barbara stated that the agency is currently working a long-term plan for its Board.
Paul Hunt stated that the agency is requesting more money this year and asked what the
reason was for the increase? Barbara responded that as domestic violence education grows,
the demand for the agency's services increases. So, the request for more money is in
anticipation of an increase in demand.
Tualatin Valley Centers: Marylee Stahl stated that TVC serves about 77 families. The Teen
Parenting Program has been running for about 10 years in Tigard. The program is offered to
teen mothers, ages 12 - 20, who are pregnant or parenting. The program's basis is a home
visiting model. Volunteers visit the teen mothers' homes twice a month and offer education on
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parenting. Transportation and child care are provided, so teen mothers can attend weekly
support groups. The agency offers a clothing exchange program where the mothers can get
baby clothes, diapers or car seats. The items are donated by community businesses.
Ken Scheckla stated that TVC served 77 families last year and is expecting to serve 56 families
this year, but is still asking for the same amount of money. He wanted to know why? Marylee
stated that it costs more money each year to serve the clients and the program is offering
different services this year.
Craig Dirksen stated that he thought TVC offered other services besides teen pregnancy
programs and wanted to know why those weren't discussed. Marylee responded that TVC
does offer many diverse programs, but the money requested from the City of Tigard will be
used specifically for the teen pregnancy program.
Ken Scheckla asked where the TVC Board met? Marylee responded that she was unsure of
the location, but would find out.
Neighborshare/Community Action Organization: Megan Dorton and Therese Lederer
stated that the Neighborshare office is operated and subsidized by the Community Action
Organization. Therese reported that the Neighborshare office had to reduce its operating hours
down to two days a week in the beginning of the year because the Community Action
Organization had some financial difficulties. Therese reported that the Neighborshare office is
now back to being open five days a week. Therese distributed a hand-out on usage statistics
for FY 1996/97 and for the first six months of FY 1997/98. Therese noted that the statistics for
the first six months of FY 1997/98 are for the office only being open twice a week. The need for
services has grown and Therese asked that the Committee keep that in mind as they review the
funding requests.
Ken Scheckla noted that the Community Action Board meets monthly, but the application does
not specify when and where. He stated that he wanted this information for the record. Therese
responded that the Board meets the third Thursday of each month.
Craig Dirksen asked how people were referred to the agency's services? Therese responded
that people learned about the services through word of mouth, churches and other social
agencies.
Ken Scheckla asked what the greatest request for services was and if client usage was
tracked? Therese responded that the greatest number of requests was for rent assistance, but
the greatest amount of services provided is food assistance. A file is created for each new
client, so requests for assistance can be tracked. Therese noted that there is a high volume of
repeat clients.
American Red Cross: Beverly Robinson gave a brief overview of American Red Cross'
Dial-a-Ride program. She stated there is an office in King City that coordinates the volunteer
drivers for the Tigard area. She reported that the service is available to residents of
Washington County. The service provides clients with transportation to medical appointments,
shopping trips and personal visits. It is expected that the program will provide about 22,000
rides to clients this year. The agency is receiving about 160 new requests for service each
month. The agency does coordinate with other transportation agencies in Washington County
to help meet the demands for service. The agency has some regularly scheduled trips,
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otherwise, service is provided on a first come, first serve basis. The agency does enter into
short-term contracts with people who need daily service for a short period of time.
Max Williams asked if there was a charge for the service? Beverly responded that they ask for
a one dollar donation, but if a person cannot afford it, they still provide service.
Max Williams asked how much of the one dollar donation goes to covering the cost of the
service? Beverly responded that the donations do not cover the cost at all. She stated that the
agency would have a $64,000 deficit in the next fiscal year.
Joyce Patton asked what the turn away rate for service is? Beverly responded that they have a
12% cancellation rate per month. This means that the system does not have the capacity to
fulfill requests for service about 12% of the time. There is 2% to 4% client cancellation rate.
Max Williams asked if trips were prioritized? Did medical appointments receive priority over
trips to the market? Beverly responded that medical trips receive priority over other trips except
for the regularly scheduled trips.
Ken Scheckla asked if this was the first year that the agency was running in a deficit? Beverly
responded that the agency has been running a deficit for several years. She stated that the
agency considers itself to be in a deficit situation when it has to use American Red Cross
reserve funds. The moneys received for the specific program are not covering all the expenses
incurred.
Jim Nicoli asked if the vehicles used are owned by the agency or loaned by other businesses?
Beverly responded that the agency owns at least 2 of the 11 cars used to transport. The other
vehicles are acquired through contract services.
Jim Nicoli asked if all the cars used were passenger cars? Beverly responded that the agency
uses a variety of vehicles, everything from buses to station wagons. The vehicle must meet the
needs of the person requesting the service.
Craig Dirksen asked what type of criteria is used to determine if a person needs the service?
Beverly responded that the people requesting service are asked a series of qualifying questions
to determine need. If a person cannot used fixed route transportation such as Tri-Met because
they cannot walk to the bus stop, stand for short periods of time or handle the coins, they would
be considered eligible. The agency does not make requesters prove their need for the service.
Tualatin Valley Community Band: Steve Heuser and Phil Pasteris stated that they were
requesting $1,250 to pay for rental fees. Phil stated that the TVCB provides free concerts for
the citizens of Tigard and Tualatin. Phil noted that the NCB played at ten public events plus
put on three concerts last year. The TVCB will be having a concert in May celebrating its 10th
anniversary. Phil stated that the TVCB is open to all people to join. Those who wish to join
must be able to read music and play an instrument. Steve Heuser noted that the TVCB has
been working with the City of Tigard to build a gazebo at Cook Park.
Ken Scheckla asked if the TVCB would be willing to play a couple of summer concerts at Cook
Park that would be open to local residents? Phil responded that the NCB does play concerts
in Cook Park, but would be more than willing to perform a few more; he just needs dates. Phil
noted that when weather permits, the TVCB practices in Cook Park.
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Paul Hunt asked if Tigard High School charges the Broadway Rose Theatre rental fees for use
of its auditorium? Paul noted that the TVCB was being charged for using the facility. Phil
responded that the NCB is not charged for rehearsal usage, but when it puts on concerts, the
NCB is required to hire at least three students to assist with the production and pay for utilities
used. Phil stated that the Broadway Rose Theatre is also charged.
Tigard High Graduation Party: Barbara LeBrun stated that she has been working on the
graduation parties for seven years. The graduation party is a controlled, all-night celebration for
Tigard High graduates. Tigard High has been offering grad parties for the last 15 years. Party
planners are expecting 340 to 360 students to attend this year's party. Barbara noted that
almost every school in the nation offers a controlled party. Barbara stated that each year the
party is held at a different location and is kept a secret for as long as possible. Some of the
past party places are Oaks Park and Rockin' Rodeo. The ticket price is $30 and the price
hasn't been increased for the last few years. Barbara noted that there is a scholarship fund
available for students who cannot afford the ticket price, but want to attend. Admission includes
food, prizes and gifts. Every student receives a gift.
Ken Scheckla asked if students who could not afford the ticket price were turned away and how
are donations raised? Barbara reiterated that there is a scholarship fund available. The
student speaks with a counselor and the counselor tells the Party Committee. Barbara stated
that a student has never been turned away. Barbara stated that there are several ways that
money is raised. The Grad Party Committee receives proceeds from the sale of athletic event
tickets, partner with Tigard High on a Casino Night and put donation cans out in local
businesses.
Joyce Patton asked if there was a proposed budget for 1998? Joyce stated that the Committee
had received budgets up through 1997, but not for 1998. Barbara responded that the 1998
budget is comparable to 1997's, about $21,000.
Interfaith Outreach Services: Kim Brown and Marsha Lewis gave a brief presentation. Kim
stated that construction has begun on the RITE Center. Construction is expected to be
completed in October and IOS will move into the Center in mid-November. Kim noted that the
move prompted a review of the services provided. Five years ago, IOS started a self-
sufficiency program to get homeless people into permanent housing and jobs. Of the people
who completed the program, about 90% maintained their homes and jobs. However, only 45%
of the people who enter the shelter complete the program. IOS reviewed the program to
determine why people were not completing the program. It was concluded that there are two
types of homelessness, situational and persistently. Situationally homeless people are people
who have a history of maintaining permanent housing and employment, but an unforeseen
incident, such as being laid-off, has caused them to be homeless. These people need only
temporary support and housing. These people will be put into a four week program that will
help them get permanent housing and employment. The people will also be provided with free
child care.
About 80% of homeless people are classified as persistently homeless. The persistently
homeless have a history of not maintaining housing and employment. These people need
therapeutic intervention and assistance to stop this adaptive behavior. These people need
more than basic support. IOS will offer a 12 week program to the persistently homeless. The
first four weeks will provide intensive skill building and therapeutic training. People need to be
motivated and willing to work on their issues, if they want to complete the program. Those that
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are unmotivated will leave the program, but they have the opportunity to return and complete
the program.
Paul Hunt stated that these new programs will need specialized personnel. He asked how
many new staff members does IOS plan on hiring? Kim responded that five people will be hired
to work at the RITE Center. These people will be qualified mental health professionals.
Paul Hunt stated that IOS has had a high turn-over in staff in the past. How does IOS plan on
paying these new professionals to prevent turn-over? Kim responded that it is more expensive
to hire mental health professionals, but by hiring them, a new funding source has become
available through mental health funds. Kim noted that mental health work is very stressful and
some people need to move-on after a few years in one position.
Jim Nicoli stated that IOS had operated only 8 months of the year in the past. He asked if IOS
plans to be open all year once they move into the RITE Center? Kim responded that the RITE
Center will be a year round facility.
Ken Scheckla asked at what time and where did the Board meet? Kim responded that the
Board meets at 7:OOpm at 9020 SW Burnham every third Thursday of the month.
Ken Scheckla noted that the application stated that there is not a rotation policy for the Board.
What does that mean? Kim responded that Board members serve two year terms and can be
re-voted back on to the Board, but there is not a set schedule for them to rotate off and on. Kim
noted that IOS is in the process of doing Board development and expansion. It is IOS's goal to
have thirteen board members.
Ken Scheckla what will happen to the volunteer food providers when IOS moves to the RITE
Center? Kim responded that the volunteers will no longer cook food, but will assist in planning
meals and shopping. The cooking will be done on site.
Paul Hunt asked if the RITE Center will be open all day, since currently, it closes its doors
during the day? Kim responded that the RITE Center will be offering child development care,
so it will be open during the day.
Ken Scheckla asked if a person doesn't stay with the program and leaves, how does IOS
assess when and if the person can return? Kim responded that it depends on the incident and
reason why they left. If a person is violent and hurts another person or damages property, that
person can never return. People with drug and alcohol problems are referred to a drug/alcohol
assessment program and must complete that before returning. Otherwise, there is an open
door policy and people can come back as often or as many times as they need.
Tigard 4th of July: Mike Marr reported that this the 12th year for the event. Mike noted that
funding has remained about the same, but the cost of fireworks continues to increase.
Therefore, the fireworks display has become smaller. Mike stated that the event has never
been in a deficit situation. Mike stated that he felt that the event was very positive and
identifiable with the community. There is always a large turn-out for the event. Mike noted that
the same eight people have been putting on the event for the last 12 years. Mike stated that
they do not have set board meetings. The members only meet two or three times a year and
that is usually in the two months prior to the event.
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Ken Scheckla asked if the Board has ever met with the police and fire departments to discuss
traffic issues/concerns? Mike responded that the Board has never met with the departments
and he is not aware of any problems. The 4th of July event doesn't cause anymore traffic than
a Tigard High football game. Mike noted that the police give an in-kind donation of services
valued at $1,200 for controlling traffic. Mike stated that personal fireworks, smoking and alcohol
are not allowed at the event.
Tigard Daze: Phyllis Parent stated that she is a volunteer with the Tigard American Legion.
Last year, the Tigard merchants asked the Tigard American Legion for assistance in putting on
Tigard Daze. The Legion assisted with last year's event and started planning this year's event
in the fall. Phyllis stated that the Board meets the fourth Tuesday of every month at the
American Legion Hall. Phyllis noted that the Legion is now a member of the Tigard Chamber of
Commerce. Phyllis stated that last year the request for money was $2,500 and this year, they
are requesting $4,000. The reason for this is that the Legion used some of its own money last
year to cover event expenses. The Board is also hoping to add some new features to this
year's events to make it even more of a family event.
Phyllis stated that the Legion took on the planning of Tigard Daze as part of their commitment
to the community. The Legion does not have money in its budget to fund the event. The
Legion is a non-profit organization that is committed to volunteering and supporting the
community.
Gene Farnstrom asked if the Legion has solicited funds from any of the local businesses to
support the event? Phyllis responded that funds had not been solicited.
Gene Farnstrom stated while reviewing past budgets it appeared as if the City of Tigard was
covering all the expenses for the event. He asked if the event received other contributions?
Phyllis responded that she was unsure if other contributions were received in the past, since
this is her first year on the committee. Paul Hunt stated that when he served on the committee
a few years ago, a local business donated some supplies.
Tigard Balloon Festival: Stan Baumhofer and Bruce Ellis were the representatives for the
Festival. Bruce stated that he and Stan were the only Board members and that they don't hold
regular meetings. Bruce noted that he and Stan work very closely with the City and its
department heads. Bruce stated that since everyone was familiar with the festival and its
workings, he would not give a presentation.
Ken Scheckla thanked Stan and Bruce for their past efforts on putting on the Festival.
Paul Hunt told the Budget Committee that Bruce had met with the City Council to coordinate
and discuss the in-kind services provided by the City.
Bill Monahan stated that he had figures for the in-kind services provided by the City. Total cost
for staff time will be about $35,000. The break-down is:
Police $12,360
Public Works $18,930
Admin. $ 1,270
Engineering $ 700
If the event stays open later on Sunday, another$1,400 needs to be added to the Public Works
expense.
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Luke-Dorf, Inc.: George Huber, Executive Director, stated that Luke-Dorf is a community
mental health organization that provides an array of mental health services including housing.
A new service that the organization will be offering is a foster home program. There are several
people who reside in the organization's residential care facility that will never be able to live in
the community on their own. These people need to be moved out of the facility and placed in
foster homes. The goal of the residential care facility is get clients better, so they can move out
into the community.
George stated that he wanted to update some of the figures in the application. The projected
number of residents to be served in Tigard for FY 1998/99 should be 160 instead of 130.
George stated that there has been a huge increase in referrals from other agencies. George
noted that the demographics for the clients have changed and he just hired a full-time, bilingual
(Spanish) therapist.
George stated that the Board meets the third Tuesday of every month, except April when the
Board goes on a three day development retreat. The meetings are held at the Greenburg
office.
Ken Scheckla noted that in the board section of the application, it indicates that three of the
Board members terms are expiring in April 1998. Ken asked if those people were leaving the
Board or if they were going to be reelected? George responded that the Board members
reelect each other, so it was up to them to determine who is reelected. George stated that he
believed those members whose terms were expiring would be reelected unless they decided
that they didn't want to serve anymore. Term of office is for two years.
George stated that net revenue for FY 1997/98 was going to be between $110,000 and
$115,000.
Tigard Senior Center: Karen Gardner and John Volpe represented the Tigard Senior Center.
Karen Gardner stated that Center is important to seniors and is good for their health. Karen
reported that the Center is providing English as a second language (ESL) tutoring program.
Many of the seniors are tutoring the 51 students in the program. Karen noted that the program
is receiving the J.C. Penney Good Neighbor Award. Karen read a letter from a student that had
been in the ESL program and had returned to his home in Bogota, Columbia.
Karen stated that the nutrition program is the heart of the services provided at the Center. The
Center provides 3,500 to 3,700 meals a month.
Karen highlighted other services available at the Center. Seniors have the opportunity to take
P.C.C. classes, listen to speakers and plant waist high gardens. AARP provided a tax
preparation program. Three volunteers helped over 200 seniors prepare their taxes. The three
volunteers also donated $1,300 to Center. A legal assistance program brings lawyers to the
Center to assist Seniors with their legal problems. A 50+ fitness walk is offered on the second
Saturday of every month. Participants meet at the Center and walk throughout Tigard.
Karen stated that the seniors do serve the community. Karen reported that sophomores from
Tigard High School came to the Center and interviewed many of the seniors as part of an
English class assignment. The students took the seniors' life stories and anecdotes and printed
them in a book.
10
Karen stated that last year the Center requested $16,000, but this year they were asking for
$20,000. Karen reported that the Center has 581 volunteers and only 6 paid staff people and
five of those are part-time.
Ken Scheckla asked how the 581 volunteers were used? Karen responded that the volunteers
assist in the ESL program, deliver meals for the Meals On Wheels program, run the gift shop,
teach classes, work in the gardens, etc.
Joyce Patton closed the presentations at 8:35pm.
Presentation Discussion: Joyce Patton stated that the Committee needed to decide how it
wanted to proceed in the funding decisions. Joyce recommended that the Committee discuss
the presentations in general terms this evening and if any information is needed to help with
decisions, Wayne Lowry will follow up with the various organizations. The Committee would
take home the funding distribution worksheet, fill out and return it to Wayne, so he could have
the figures available at the next meeting. The Committee agreed to have a brief discussion
about the presentations and fill out the worksheet at their convenience.
Joyce Patton asked Wayne what the latest date was that the worksheets could be turned in and
still make the May 4 meeting deadline? Wayne stated that the worksheets could be faxed in as
late as the morning of May 4.
Max Williams asked if the Committee wanted to change the policy on funding. Did the
Committee want to increase or decrease the amount available?
Ken Scheckla stated that the Committee needed to agree on the amount available for funding,
so everyone is working with the same figure. Ken expressed his concern that Broadway Rose
Theatre did not make a presentation and how it might affect the amount allocated to them.
Wayne Lowry stated that the City does not require a presentation, so the fact that they had not
made a presentation should not affect their funding request. All the information needed is in the
applications.
Brian Moore stated that it is each Committee member's choice on how to allocate the funds to
the programs. The Committee members do not have to give out all the funds available.
George Burgess stated that the Committee members need to sit down by themselves and
decide how to allocate the funds to the different programs. Then the Committee should come
together and negotiate the amounts allocated.
Brian Moore asked how the .5% calculation was created? Wayne responded that seven or
eight years ago, the Budget Committee came up with the process for receiving funding
applications. An average was taken of the amount generally given out and it was calculated to
be approximately .5% of the current operating budget.
Joyce Patton called for a vote. Should the $96,000 be considered the cap/absolute maximum
that can be distributed for funding? All members were "for" except Jim Nicoli who "opposed".
Jim Nicoli stated that he was concerned about the Tigard Festival of Balloons. Jim stated that
the Festival is having financial problems and difficulties. Bruce Ellis who plans the Festival is
becoming tired and might not do the event anymore. Jim stated that the City needs to look at
11
the Festival as the premier event for Tigard. Jim stated that if the City wanted the Festival to be
the best event in the metro area, then the City needed to pay out more money to support it.
Paul Hunt stated that there are three events that promote the City. He stated that perhaps the
Committee should consider taking the events out of this special funding budget and put them in
their own promotional budget.
Bill Monahan mentioned that another question for the Committee to consider is whether social
service agencies should provide services in response to city determined needs. He and his
staff will evaluate city social services needs over the next year with the possibility that the City
will designate services that it would like funding to go toward. He suggested that this
discussion would best be held after the present allocation of funds to social service providers is
completed as specific needs were not part of the criteria this year.
Joyce Patton suggested that the Committee could discuss this topic later in the budget cycle or
after the budget is adopted, but before the cycle for FY 1999/00 begins.
The Committee decided that now is not the time to discuss the policy on which events should
be included in the .5% budget. The Committee agreed that it would distribute the money
available this year as it had in the past. However, the Committee could reconvene after the
budget process was finished to discuss the issues, policies and processes of future funding for
special events and social services.
Gene Farnstrom asked if the Interfaith Outreach's request for$20,000 included the in-kind rent
or was the money in addition to the rent? Wayne Lowry responded that he thought they were
requesting $20,000 in cash. Bill Monahan stated that he thought from IOS's letter they were
requesting $12,000 in in-kind rent and $8,000 in cash. Wayne stated that he would contact
Interfaith Outreach to clarify the figures.
Gene Farnstrom noted that Tigard Daze budget includes a cost of$1,500 for insurance. He
asked if the event could be a rider on the City's insurance like the 4th of July event is? Bill
Monahan responded that the City does not like to cover events that are not under its control,
since the City can be held liable. Bill stated that the City does not want to expand its insurance
coverage to other events.
The Budget Committee was concluded at 9:12pm and discussions will continue at the
May 4,1998 meeting. MSP
12
City of Tigard, Oregon
13125 SW Hall Blvd.
Tigard, Oregon 97223
ARTS AND CULTURAL EVENTS FUNDING REQUEST APPLICATION
Organization requesting City Funds:
Name: li1-dS 11(ea. 7Gc
o -7 j
Address: X 3 �o c
Contact Person:
Phone Number:
Amount Requested for 1998/99:
Purpose of funding request: ��e w f e ( � S c� ✓"` `'` r SC'4
Please submit this application to the City Finance Director by January 31 along with
your written response explaining how your organization and funding request meet the
funding criteria outlined on the attached sheet. In addition, please submit documents
evidencing the following:
Audit report or prior years financial statements. **
• 501 (c) (3) Status"
• Articles of Incorporation "
• By - Laws *
• 1997/98 Budget for Organization, Project or Event
• A description of in kind services needed from the City in conjunction with your event
and a schedule of estimated City costs determined after input from appropriate City
Staff.
* The submission of these items is not necessary if they have been submitted at least
once in the past five years.
i **Lack of adequate financial information will result in denial of funding request.
THE
pROADW,Ay
THEATRE M ANY
January 12, 1998
City of Tigard
City Council &
Budget Committee
13125 SW Hall
Tigard, OR 97223
Dear Members,
Enclosed please find The Broadway Rose Theatre's funding request in the amount of$16,979.95. The
funds would be used to help underwrite our 1998 summer season.
The Broadway Rose is not anticipating any in-kind contributions of services or materials from the city. We
spoke to Cathy Wheatley as suggested.
If there are questions please call me at 620-5262.
Thanks!
Sincerely,
Sharon Maroney
Artistic Director
P.O. Box 231004, Tigard, OR 97281 (503) 620-5262
The Broadway Rose Theatre Company
PO Box 231004
Tigard, Oregon 97281
Contact: Sharon Maroney, Artistic Director, (503) 620-5262
Background
The Broadway Rose Theatre, with a permanent home in Tigard, is currently the only professional
theatre in Washington County and one of only a few professional summer stock companies in the
state. The theatre was founded as a non-profit organization on November 5, 1991, by a group of
actors, directors, and designers with over forty years of professional theatrical experience. The
Broadway Rose employs theatre professionals, students, and community members.
This summer the theatre is presenting its seventh summer stock season. Our shows will include
Hello Dolly!, Lucky Stiff, and Some Enchanted Evening. Our two children's shows will be
Hansel and Gretel and The Elves and The Shoe Maker. The season will run from July 2, 1998
through August 16, 1998 at the Deb Fennell Auditorium at Tigard High School. This auditorium
has been made available to us by arrangement with the Tigard/Tualatin School District since our
first season.
MISSION : To bring affordable, high quality theatre to Washington County
audiences.
PRIMARY GOAL: To provide a relationship between professionals, students, and
amateurs and to train, promote and counsel those
seeking careers or desiring to expand their expertise in theatre.
We are asking the City of Tigard for $16,592 to help underwrite our 1998 summer musical
season. These funds will be used to support the most difficult and potentially rewarding project
we have yet undertaken, our production of Hello Dolly! The funds will be used in the following
manner:
Set Rental $5,500
Shipping 4,492
Orchestra 4,600
Costumes and Props 2,000
$16,592
We are seeking a position of permanence in our community. As each year passes more
successfully than the last, our task is to continually upgrade not only the level of productions we
offer but also to improve the infrastructure necessary to support a professional theatre. Hello
Dolly! will be the most ambitious and, therefore, the most expensive production we have
mounted. It requires a more complex set, a larger orchestra than we have been accustomed to,
1
and.more elaborate costumes and props than any productions we have mounted to date. This is
the kind of production we require to help us reach the next level in our evolution, a place where
we can anticipate the acceptance by the larger audience which an established theatre requires to
achieve professional and financial stability.
Our biggest challenge is to remain affordable. The Broadway Rose is serious about continuing to
provide an affordable theatre experience as a service to the community. We want whole families
to be able have the experience of musical theatre. But this means that as we upgrade our
productions, we must continue to increase the amount of money we raise in the community in
order to defray costs. Remaining affordable is our challenge and our mission. We also believe in
theatre as a family experience. Ticket prices at The Broadway Rose range from $5.00 to $14.00.
Our season subscription package brings the general admission ticket price for an adult to $11.63
per show, a senior & student to $10.00, and the children's ticket to $6.83.
Groups Being Served
The theatre primarily serves Southeast Washington County, encompassing the communities of
Tigard, Beaverton, Tualatin, Sherwood, King City, Summerfield, and Durham. Approximately
60% of our audience are senior citizens. Tigard residents comprise 50% of our audience.
Most of our technical and stage crew will be hired from local high school drama departments. We
will have close to 20 teenagers involved in some capacity this summer. Ushers, ticket takers, and
other support staffing is provided by local volunteers. This concept has worked superbly the past
six seasons and provides a unique training opportunity at all levels.
Impact On and Collaborations With The Community
The theatre has been successful for six years in providing affordable theatre. Last year, for
example, we saw a 30% increase in attendance. Our long term goal is to become a year-round
company with a performing space. Our expected outcome at the end of this season is to have
produced five wonderful shows, see an increase in our attendance, and attract new sources of
funds.
First and foremost, we offer quality entertainment. "Charm marks Broadway Rose Theatre
Company musicals," was the title of a review last summer from The Oregonian. (We were
thrilled.) For those unfamiliar with theatre it's an intimate, affordable, near-by chance to
experience the art first hand. Mark Dundas Wood of The Oregonian said of one of our
productions, "Dames' by The Broadway Rose Theatre Company in Tigard turns out to be
surprisingly good-a jewel of a show. . . . 'Dames at Sea'is smooth sailing all the way, and well
worth the cruise out to Tigard. "
The Broadway Rose has had a powerful impact on the community we serve. On October 11,
1994, the City of Tigard adopted its first Arts Policy. The Broadway Rose was the first arts
organization ever to receive funding from the City of Tigard, and this funding has continued for
the past four years. We have also been funded by The City of Tualatin.
Tigard/Tualatin School District is one of our major supporters. We receive a discount on theatre
rent, and the district prints up our newsletters and programs at their expense. Paper Plus donates
the paper for our programs, and a number of community businesses support us with annual
monetary donations. The community support and involvement is a major factor in our growth
and direction.
2
The company has a strong commitment to audience satisfaction. Surveys of the audiences after
each performance help the company keep in tune with what our audience wants to see. The
shows slated for 1998 are a direct result of audience input. Our audience evaluation forms
consistently affirm the content and quality of our shows. We offer free parking and air
conditioning, and our facility is handicapped accessible.
The Broadway Rose supports non-traditional casting. We have never had a season without a
culturally diverse cast, beginning with our first season when we featured an African-American
actress performing a role traditionally reserved for whites.
We provide part time summer emplovment as well as a challenging creative experience for youth.
Most of our technical and stage crew is from Tigard High School Drama Department. The
Broadway Rose hires professional staff from theaters like Portland Repertory Theater, Stark
Raving Theater and The Musical Theater Company during the summer months when they are not
performing. The students work under the direction of professional designers, stage managers and
directors. By employing high school students and creating opportunities for youth to be involved
the company creates the opportunity for our future leaders to learn self discipline and build self
esteem.
The theater uses approximately 100 volunteers. Ushers, ticket takers, and other support is
provided by local volunteers. We offer unlimited volunteer opportunities for community members
who want to become involved with the theater. Approximately 4,200 hours are donated to the
theater. At $6.00 an hour this comes to an in-kind contribution of $25,00 from our volunteer
Anticipated Costs And Sources Of Potential Support
Last year we received first time funding from the Jackson Foundation ($2,000). We also recieved
frist time corporate support from the Community Newspapers. Plus continued support from The
City of Tigard, The Regional Arts and Culture Council, The Oregon Arts Commission, The
Collins Foundation, and Platt Electric Supply to name a few. We will be approaching these
sources again.
In 1998, the theatre company's major element of expense will be the $72,300.00 spent on salaries:
58 Actors $ 20,700
5 Directors 2,700
5 Choreographers 2,500
4 Musical Directors 4,800
3 Combo Musicians 2,400
1 Stage Manager 2,400
1 Production Manager 2,400
Student Crews 10,334
Designers 7,200
Set Construction Staff 16,866.
TOTAL $72,300.00
3
Funding Status
So far this year we have solidified the following:
• Our third year with Platt Electric Supply, our title corporate sponsor $10,000
and an additional in-kind 9,000
• Our third year of a three year commitment from Kadel's Auto Body 2,500
• Pearson Financial Group, for Hello Dolly! 5,000
• Portland Spirit - 1,000
• The Community Newspapers 750
and an additional in-kind 250
Total $28,500
In addition, Pearson Financial Group also has committed for a third year to buy out a
performance. Hello Dolly! at $6,000 is a way for them to thank their clients and support the
theatre. We are anticipating continued support from Tigard Rotary Club ($500). We are
approaching several new sources this year.
The producers have successfully demonstrated their ability to reach the company's goals. For six years
we have succeeded in bringing affordable, high quality theatre to area audiences. We have demonstrated
fiscal responsibility by working within our annual budgets. Successful public outreach is demonstrated by
the fact that each year attendance has grown and the volunteer pool has expanded. Each year the company
has consistently attracted new corporate and private funds.
Future Funding
Audience development is still the key to our future financing. We have the capacity to seat 600
per performance in our theatre facility, the Deb Fennell Auditorium. Our first year, (1992) we
averaged 30 paying customers per performance. Our fifth season(1996), we averaged 176 paying
customers per performance. In 1997(our sixth season) we averaged 198 paying customers per
performance. Tickets sales were up 30% from the previous year, accounting for an additional
$21,621.26. We are steadily building our audience.
We understand the importance of diversifying our funding, and we keep that in mind as we
explore ways of raising funds. We have an annual fundraising event, and each year we ask for
individual contributions and offer classes.
The Broadway Rose Is Good For The Economy
We're having a population explosion in Tigard and Washington County. With a larger population in the
county, it makes good economic sense to keep money from our share of this increasing population
circulating in our community by offering a local arts product. For example, our audience surveys last
season indicated 75% of those who dined out before the show dined in Washington County.
4
Partnership Opportunities
We donate season tickets to at least twenty other organizations for their fundraising efforts. We partner
with the City of Tigard by offering $1.00 off coupons to the residents of Tigard through CITYSCAPE for
all summer matinees.
Leverage of Other Contributions
Funding from The City of Tigard provides our most significant block of funding. Other funding
sources include The Regional Arts and Culture Council, Oregon Arts Commission, US Bank,
Tucker foundation, Collins Foundation among others.
Each source requires substantial documentation of community support which we are able to
provide. And every grant request we write and corporation we approach hears about how The City
of Tigard adopted an Arts Policy primarily because of our joint interaction. The most powerful
fund-raising tool we have is that The Broadway Rose Theatre Company was the first arts
organization ever to be funded by the City. When the city funded the theatre, others began to take
notice. We hope our vibrant and healthy relationship will continue to benefit all of us.
For documentation of organizations 1997 financial condition please see statement titled
Actual - Expenses & Revenue 1997. For information about 1998 please see Projected - Expenses
& Revenue 1998.
5
The Broadway Rose Theatre Company Projected- Revenue & Expenses 9998
Expenses Loans $ 13,600.00 'IN-KIND
- !Technical Materials $ 15,600.00 $ 2,000.00
Royalties $ 12,140.00 $ 1,000.00
Travel $ 400.00 -- -
-+- Benefits - ---- $ 2,832.00 --
__ Administrative Assistant $ 7,200.00 $ 25,000.00
Administrator _ $ 17,261.04 $ 30,000.00
-_- — -- Net Wages-Artistic — -$ - 72,300.00 $ 2,000.00 -
Orchestra $ 4,600.00
Federal Taxes _ $ 7,000.00
State Taxes $ 4,000.00
W.Comp/Insuran. $ 1,400.00
Advertising $ 4,300.00 $ 10,000.00
Office $ 1,163.00 $ 12,000.00
Telephone $ 1,172.00 $ 300.00
Rent/Storage $ 3,930.00 $ 16,000.00
_ Postage $ 2,200.00
!Organis. Dues $ 500.00
Bank Fees $ 1,900.00
Printing $ 2,800.00 _
!Concessions $ 920.00 _
Souvenirs $ 250.00 $ 300.00
Fundraising $ 288.00 $ 600.00
;Staff Development $ 500.00
Classes $ 875.00
'Entertainment $ 440.91 $ 500.00
Total Expenses $ 179,571.95 $ 99,700.00
Revenue Tickets $ 86,000.00
Indiv. Contr. $ 10,000.00
Concessions $ 5,000.00
Gov't Oregon Arts Commission $ 2,400.00
Regional Arts Council $ 5,823.00
Foundations Jackson $ 5,000.00
Collins $ 8,000.00
Templeton $ 5,000.00
Corporate Platt Electric $ 10,000.00 (Bold is committed dollars)
Kadel's $ 2,500.00
Portland Spirit $ 1,000.00
Community News $ 750.00
Pearson Financial $ 5,000.00
---- ----
Landmark Ford $ 250.00 --
Tigard Rotary $ 500.00
Continental Trucking $ 1,313.95
Fundraisers $ 7,000.00
Classes $ 4,200.00 _
Interest $ 400.00
Program Advertising_ $ 2,400.00
Deposit refunds $ 443.00
TOTAL REVENUE $ 162,979.95
Amount requested The Cityof Tigard $16,592.00
THE BROADWAY ROSE THEATRE COMPANY - ACTUAL 1997
Actual - Expenses & Revenue 1997
Expenses Loans $14,600.00
Sets & Costumes $9,407.96 $ 300.00
Royalties $14,586.00 $ 2,500.00
Props $417.54
Lights/Sound $3,443.02 $ 1,200.00
Administrative $12,146.97 $ 58,000.00
Net Wages $39,613.75 $ 23,287.00
Orchestra $4,600.00
Federal Taxes $5,300.42
State Taxes $3,495.62
W.Comp/Insuran. $1,946.94
Advertising $5,546.22 $ 8,000.00
Office $1,155.05 $ 6,000.00
Telephone $1,334.13 $ 300.00
Rent/Storage $6,049.73 $ 15,000.00
Postage $2,599.04
Organis. Dues $634.50
Bank Fees $1,572.58
Printing $3,378.62 $ 2,500.00
Concessions/Raffle $1,076.03
Fundraising $360.27
Staff Develope $2,350.82 $ 200.00
Classes $150.00
Entertainment/ Strike Food $539.29 $ 117,287.00
Contingency $9,670.65
-$145,975.15
Revenue Tickets $ 76,656.95
Indiv. Contr. $ 7,362.00
Concessions/ Raffle $ 3,313.67
City Of Tigard $ 7,000.00
Oregon Arts Commission $ 750.00
Regional Arts & Culture Council $ 7,573.00
Tigard Rotary $ 250.00
Collins Foundation $ 6,000.00
Jackson Foundation $ 2,000.00
Templeton Foundation $ 3,000.00
Corporate Support $ 25,900.00
Fundraisers $ 2,215.00
Classes $ 3,855.00
Interest $ 305.77
Program Advertising $ 475.00
Deposit refunds $ 710.49
TOTAL REVENUE $ 147,366.88
The Broadway Rose Theatre - 1996 ACTUAL -Expenses & Revenue
Expenses Loans $ 5,424.28
Costumes 2,261.32 IN-KIND
Sets 5,350.91
Royalties 8,136.36 $ 2,500.00
Props 518.38 $ 200.00
Lights 990.79 400.00
Sound 2,246.18
Housing - 1,200.00
Administrative 10,061.04 2,400.00
Travel 181.00 200.00
Net Wages 44,405.63 99,000.00
Orchestra 2,746.00
Federal Taxes 7,492.38
State Taxes 2,492.77
W Comp/Insuran. 1,389.34
Advertising 4,576.12 7,500.00
Office 1,163.01 3,000.00
Auditions 275.00
Telephone 1,172.48
Rent/Storage 2,984.71 1,200.00
Postage 2,674.14
Organiz.Dues 888.00
Bank Fees 1,177.92
Printing 96.75 1,000.00
Concessions 1,089.35
Souvenirs 865.79
Fundraising 2,942.01
Staff Development 853.00
Classes 120.00 500.00
Entertainment 438.23 300.00
Raffle 220.00
TOTAL $ 115,232.89 $ 119,400.00
REVENUE Tickets $ 54,635.69
Interest $ 83.32
Individual Contributions 4,625.00
Promo's 150.00
Fundraisers 4,165.10
Grants 29,028.00
Corporate 15,070.00
Refunds 957.89
Classes 3,795.00
Raffle 1,789.50
Souvenir 374.00
Concessions. 2,613.89
Advertising 500.00
TOTAL $ 117,787.39
THE BROADWAY ROSE THEATRE
BOARD OF DIRECTORS
1998
Shari Thompson 9/99 Toni Morgan 9/98
PRESIDENT VICE PRESIDENT
8627 SW Dakota Drive Pacific One Bank
Tualatin, OR 97062 16200 SW Pacific Hwy.
Phone: 221-2307 Tigard, OR 97224
Cellular: 539-1403 Phone: 624-095 5
Laurel Blanchard 9/98 Harvey Platt 9/99
PAST PRESIDENT Platt Electric Supply
Retired EX. Dir. of YMCA 10605 SW Allen Blvd.
12050 SW 121st Beaverton, OR 97005
Tigard, OR 97223 Phone: 641-6121
Phone: 579-0248
Sharon Maroney 9/99 Barbara Pearson 9/99
Artistic Director PEARSON FINANCIAL GROUP
7925 SW Durham Rd 5665 SW Meadows Rd. Suite 120
Tigard, OR 97224 Lake Oswego, OR 97035
Phone: 620-5262 Phone: 670-0500
Fax: 670-0501
Norman Webb 9/98 Linda Jones 9/98
11315 SW 81st SECRETARY
Tigard, OR 97223 15966 SW Hampshire Terrace
Phone: 639-5678 Tigard, OR 97224
Phone: 590-2603
Fax: 590-1869
INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY
DISTRICT DIRECTOR
2 CUPANIA CIRCLE
MONTEREY PARK, CA 91755-7431
Employer Identification Number:
Date: MAY 1 2 1997. 93-1069099
Case Number:
957051029
BROADWAY ROSE THEATRE COMPANY Contact Person:
C/O MATTHEW G. RYAN EO CUSTOMER SERVICE
P.O. BOX 231004 Contact Telephone Number:
TIGARD, OR 97281-1004 (213) 894-2289
Our Letter Dated:
May 1992
Addendum Applies:
No
Dear Applicant:
This modifies our letter of the above date in which we stated that you
would be treated as an organization that is not a private foundation until the
expiration of your advance ruling period.
Your exempt status under section 501 (a) of the Internal Revenue Code as an
organization described in section 501 (c) (3) is still in effect. Based on the
information you submitted, we have determined that you are not a private
foundation within the meaning of section 509 (a) of the Code because you are an
organization of the type described in section 509 (a) (1) and 170 (b) (1) (A) (vi) . .
Grantors and contributors may rely on this determination unless the
Internal Revenue Service publishes notice to the contrary. However, if you
lose your section 509(a) (1) status, a grantor or contributor may not rely on
this determination if he or she was in part responsible for, or was aware of,
the act or failure to act, or the substantial or material change on the part of
the organization that resulted in your loss of such status, or if he or she
acquired knowledge that the Internal Revenue Service had given notice that you
would no longer be classified as a section 509 (a) (1) organization.
As of January 1, 1984, you are liable for taxes under the Federal
Insurance Contributions Act (social security taxes) on remuneration of $100
or more you pay to each of your employees during a calendar• year. You are
not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA) .
You are required to file Form 990 only if your gross receipts each year
are normally more than $25, 000. For guidance in determining whether your gross
receipts are "normally" more than $25, 000, see the instructions for Form 990.
If a return is required, it must be filed by the 15th day of the fifth month
after the end of your annual accounting period. A penalty of $10 a day is
charged when a return is filed late, unless there is reasonable cause for the
delay. However, the maximum penalty charged cannot exceed $5, 000 or 5 percent
of your gross receipts for the year, whichever is less. This penalty may also
be charged if a return is not complete, so please be sure your return is
complete before you file it.
If we have indicated in the heading of this letter that an addendum
applies, the addendum enclosed is an integral part of this letter.
Letter 1050 (DO/CG)
-2-
BROADWAY ROSE THEATRE COMPANY
Because this letter could help resolve any questions about your private
foundation status, please keep it in your permanent records.
If you have any questions, please contact the person whose name and
telephone number are shown above.
rely yours,
Steven A. Jense
District Director
Letter 1050 (DO/CG)
l.a,._. ..... _,. __- _....._..._.�. L. ��i..w .i...a ...J—� _.•__ . �r�__�_ u.�. r...� rte—..._ _
Youth is king for Broadway Rose
The company's "Bye Bye Birdie"exposes a new generation to musical theater
r',c, -ij..-...^-I.,,,.....•A •mow+
By MARK DUNDAS WOOD r reta and
Special writer, The Oregonian iJ��iaJla1 �� blazes out ofrher elast big number,
"Spanish Rose." And she has real
Tigard's Broadway Rose Theatre Bye Bye Birdie rapport with the audience.
Company—now in its sixth season Boettcher Tate plays Albert's
—does a good job of performing one WHERE: Deb Fennell Auditorium, overprotective mother, Mae. She
of community theater's most impor- Tigard High School,9000 S.W. makes the most of her role, which
tant functions: training a new Durham Road she plays in a manner similar to
generation in the joys of playgoing WHEN: 8 p.m.Wednesday- that of her yenta in"The Kathy and
and playmaking. Saturday,2 p.m.matinees July 6 Mo Show" from a couple of seasons
Their current offering, "Bye [aye and July 12.No show July 4.Ends ago.
Birdie," opened Friday to a large July 12. Lewis'pit band provides good sup-
house, with many youngsters in the ADMISSION: $8.50-$14(Call 620- port on the Charles Strouse/Lee
audience —some, undoubtedly, get- 5262)• Adams songs. And Robin Suttles'
ting their first taste of live musical costumes have the right pedal-
theater. pusher-and-poodle-skirt peppiness.
Plenty of young people were in the comes from Shoshana Bean, who But the sets (from Van J.
cast as well—kids getting a chance provides great vitality and ringing McQueen and Heads Up Produc-
to work with area professionals, in- vocals as Rose Alvarez,Albert's sec- tions)look slightly dowdy.
eluding director Sharon Maroney
(formerly a member of the Fallen
Angels Choir), musical director
Rick Lewis (a Drammy winner this
year for his performance in The Mu-
sical Theatre Company's "Of Thee I
Sing")and veteran performer Karen i
Boettcher-Tate.
"Bye Bye Birdie" is a good choice
for Broadway Rose. It's the kind of
show that can serve nonprofessional
performers well.
Many of the show's characters are
naive (and often nerdy) 1950s high
school kids from the town of Sweet
Apple, Ohio, who get swept up in
the national mania for an Elvis-like
singer named Conrad Birdie.
Productions of "Birdie" where
these characters are played by so-
phisticated, professional singer/
dancers might run the risk of ap-
pearing too slick. But here the kids
look and sound like authentic high
schoolers precisely because that's
what they are.
Still, that amateurishness some-
times spills over to the adult per-
formers – as well as to the techni-
cal aspect, of the production—and
keeps this from being as enjoyable
as it might be.
Damon Millican plays songwriter
Albert Peterson (the Dick Van
Dyke/Jason Alexander role). Milli-
can clowns enthusiastically on "Put
on a Happy Face," but his Albert
never quite connects with the audi-
ence as a real human character.
Eric-Paul Erickson has the right
look for Birdie. Rather than relying
on a plaintive-bullfrog Elvis effect,
he adopts the screech of a British
punk rocker on the number "Hon-
estly Sincere." Surprisingly, it
works.
But Erickson doesn't quite have
the pipes or the panache to put over
the score's best song, "Lot of Livin'
to Do.
The performance of the evening
B6 ." • �' ARTS/ENTERTAINMENT ' I'' THEOi2EGONLAtAN,WEDNESDAY,JULY 30, 1997
ChArm' '"niarks Orbadway' Ro 's'e The.atre, 'Compa.nymusicals .
By MARK DUNDAS WOOD But mostly there's singing. ning on"Why Do They Call a Pri• atrical staple for schools and com' Bobby Jackson (as the narrator/ nette Gatchel as the beleaguered'ba
Special writer,The Oregonian Literally dozens of songs are deliv- vate a Private(When Each Night Is munity groups, this Tom Jones/ bandit "El Gallo") has great vocal mothers, and especially from Bob
ered here—from the lush("I'll Be a Public Event)."And Millican—In Harvey Schmidt show tells a tale of presence,and he must be one of the Luoma as a self-involved Shakespea-
Tigard's Broadway Rose Theatre Seeing You") to the ludicrous ,a performance that far surpasses his •young love dashed on the rocks and few actors who can show up in a rean actor with a rickety memory
Company completes its mainstage ("Mairzy Doats"). Lewis and com- work in the recent"Bye Bye Birdie" then rescued.The 1960 script comes ZorTo outfit without reaping unin- for soliloquies.
season with two musicals running pany strain the groaning boards — renders a staccato version of across as dated in places—the poet" tentional laughs.
'in repertory:a 1940s songfest and a with a feast of nostalgia—provid- "Don't Get Around Much Any- ' is whimsy seems a tad precious. Jason Ogan (Matt) has the mak- "C.1. Jukebox"continues through
popular off-Broadway romance. Ing generous helpings even for those more,"which might be the best song ;` StfiL there's been some attempt to Ings of a terrific musical-theater Aug.10,with shows at 8 p.m.on July
Each has considerable charms who didn't actually live through the styling of the evening, update the scenario:The lovers'par- leading man.The voice and the de- 30.Aug.1 and Aug.69 and at 2 p.m.
■"G-I JUKEBOX": Rick Lewis' era. It's when the quartet sings In har• ents here are mothers rather than meanor are already there:with a bit on Aug.3 and 10,"The Fantasticks"
'revue — like his earlier efforts. Each performer has several mo- mony, though, that "G.I.Jukebox". 1,fathers, and for obvious reasons,. of polishing he'll be a force to be concludes at 8 p.m.on July 31 and
;'The Cardigans"and"The Taffetas" ments in the spotlight.Debbie Hunt" really clicks. And Lewis' work at ',"The Rape Ballet" has been mods- . reckoned 'with a couple of years Aug.2 Both shows play at Deb Fen"
_ er and Jim Fernandez Jr. cover the piano (with Charlie Gray on fled to"The Abduction."..,'. Brom now. . hell Auditorium of Tigard High
!• ! mines a particular era in U.S.pop *bass and G Lind tm drums) '
music. :- • most of the tenderer offerings:She reg Again,strong singing la the key There are nice comic touches,too school 9tX10 S W.Durham Road Tt•
t. delivers a Rill-throated "Moonlight doesn't hurt here,helping to make from In this case it's the songs of �, nll8h ., P g Barry Hunt'sard:i850.1J.tiZ4526Z r;
t world War II Serenade,•and he presents a sophis ■-M FANTASTICKS^ Long a the ,staging of The Fantasticks worth m'z•
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l.L,�IYI V�.l LLC L_
Norman A. Webb
11315 S. W. 81st Avenue
Tigard, OR 97223-8451
March 20, 1998
�nr,s ?t�P(-
The Mayor, Council & Budget Members
City of Tigard
13125 S. W. Hall Blvd. j MAR 2 4
Tigard, OR 97223
The Honorable Mayor Nicoli
Council & Budget Members :
As a citizen of Tigard for more than fifty years, and as a
Member of the Board of The Broadway Rose Theatre Co. , this is
my personal request for your full support and commitment to
honor in full the recent request for funding of The Broadway
Rose in 1998.
In your positions of responsibility to the citizens, you are
fully aware of the value of this theatre to the community of
Tigard.
Financial support by the City, among others, and as well as
complete commitment by those of us directly involved, is a
necessity for success.
Let ' s, all of us, make sure tha- the Broadway Rose not only
continue as a major cultural part of the Tigard environment,
but that it continues to grow vigorously.
Thank you in advance for your anticipated support.
Yours very truly,
Norman A. Webb
f•tir XIessage,froin:
Oregon Seed Exchange,___Inc.
10111 SW Ladv:Marion Dr. - Tigclyd. Oregon 9 722
Phone (503)670-0708 - Fax (503) 670-0035
Date:03/11/98
To: City of Tigard '
MAR 1 193
Attn: Mayor Nicoli and Council Members L'Lj ,i u C5
----------------------------
Now that I am in the City limits of Tigard I am more concerned about the support of various
programs that the City supports, one being the Broadway Rose Theater .I am writing you to ask
you to fund the Broadway Rose as they give us the only professional theater in our City.
The Broadway Rose is a community treasure. Not only does the theater provide wonderful
shows at affordable prices, the organization provides area youth with the opportunity to learn
about theater. The only way the theater can continue to offer affordable ticket prices, is if
the organization continues to receive financial support from the City of Tigard and our other
funders.
Lets make sure the Broadway Rose continues to Grow....
Thanks,
Retards,
Charlie Cutz
THE
PROADWAY
A A
October 7, 1997 r`
r -
City of Tigard aCT
City Council & Budget Committee 1 ��?�2
13125 SW Hall
Tigard, OR 9722; �z
Dear Members:
Enclosed please find a brief evaluation report about this past summer season. I
personally thought it was wonderful. Our attendance went up 30% which is our largest
growth ever. The kids had a great time and we received good press reviews.
If you would like any additional information about the summer please call me and I
would be happy to supply you with what you need. Please don't hesitate in giving me a
call at 620-5262.
Bottom line, simply stated, without the continued support from The City of Tigard we
wouldn't be here. A million thanks.
I look forward to seeing you all around town.
Sincerely,
jl
ri -1�
Sharon Maroney
Artistic Director
LJJ
Enclosures: 2
P.O. Box 231004, Tigard, OR 97281 (503) 620-5262
THE CITY OF TIGARD
Project Grant Evaluation Report
ORGANIZATION The Broadwgy Rose Theatre Company DATE: October 1, 1997
CONTACT Sharon Maroney TELEPHONE 620-5262
I. Description of Project:
The Broadway Rose successfully mounted it's sixth summer musical season in Washington County. The shows were
Bye Bye Birdie, The Fantavacks and a 40's musical revue Cr.1. .Juke Box. In addition we produced 2 children's shows-
C'inderella and The Three Little Pigs.
This past year we received first time funding from The Jackson Foundation, Continental Trucking and The Community
Newspapers. We also received repeat funding from the City of Tigard, Tigard Rotary,RACC, OAC,US Bank,The
Collins Foundation,Kadel's Auto Body, The Portland Spirit and Platt Electric Supply.
IL Emplovees: Artists: 89 Part time artists Staff one full time Total: 90
HL Audience: Total#of events: 38 Total audience reached : 7524
Demographics: Age range 3-90 Social-economic Range : $34,554
Ethnic range: mostly Caucasian, about 7%Hispanic, Asian, African American.
IV. Evaluate the success of this programming in terms of audience,and artistic achievement and original
goals.
We had a very successful summer. This year our attendance shot up 30%. This was our biggest growth ever. We
attribute part of this to the fact we had an extra performance week of the revue, and we ran our last 2 shows in Rep.
(The last two shows alternated performance nights.) We made this decision so that the shows could run longer
periods of time, hoping word-of-mouth (our best advertising)would spread. 1996 ticket sales were $54,635.69
(attendance was 5814)this past 1997 season tickets sales were $72,937.45 (attendance was 7524). This summer
we saw our largest growth ever, an additional 1700 paying customers.
We were reviewed by the Oregonianfavorably(whew!)for all 3 main stage shows. The production company we hired
had problems, consequently our Bye Bye Birdie set was not up to our standards. We made the choice to go with teen
performers in Bye Bye Birdie. They worked out,they just were not polished. All the other performers were top notch.
Cinderella sold out. This is a first for us. It was a great show. We met our goals this year.
V. Final Expenditures: How and why did final expenditures differ from vour initial budget?
We paid all our bills this year. The budget was actually larger than projected.
How could your project have been improved?
We lost our production manager right before the summer. We do 5 shows in 8 weeks. Next summer we need to make
sure that person is in place.
Sound is always a challenge. We want to keep adding pieces in the orchestra pit, however the sound is an issue.
Perhaps getting a cover built for part of the pit is a solution.
We have opened up our intern positions to students at different schools and we are getting a higher caliber of students.
I would like to see this whole area strengthen and expanded.
We need to focus on our season subscribers. We need more. We need to figure out how to track them better.
i i,le droaaway Dose Theatre Company
Revenue & Expenses - September 1997
EXPENSES Loans $ 13,700.00 In-Kind
Costumes $ 1,530.11 $ 300.00
Sets $ 7,877.85 $ 100.00
Royalties $ 7,199.50 $ 2,500.00
Props $ 417.54
Lights & Sound $ 3,398.52 $ 1,200.00
Travel $ 65.82
Administrative $ 12,000.00 $ 30,000.00
Net Wages $ 39,563.72 $ 35,000.00
Orchestra $ 4,600.00
Federal Taxes $ 4,413.02
State Taxes $ 3,165.56
W.Comp/Insuran. $ 1,238.94
Advertising $ 5,515.62 $ 8,000.00
Office $ 701.83 $ 6,000.00
Telephone $ 982.18
Rent/Storage $ 3,610.80 $ 1,932.00
Postage $ 1,927.90
Organis. Dues $ 539.50
Bank Fees $ 1,294.06
Printing $ 2,690.20 $ 1,300.00
Concessions $ 876.03
Fundraising $ 288.02 $ 2,500.00
Staff Development $ 2,285.00
Entertainment $ 515.44
Raffle $ 200.00 $ 200.00
Contingency $ 10,000.00
Total Expenses $ 130,597.16 $ 89,032.00
REVENUE Tickets $ 72,937.45
Indiv. Contr. $ 3,727.00
Conc/Raffle $ 4,051.70
City of Tigard $ 7,000.00
OAC $ 2,200.00
RACC $ 5,823.00
Foundations Collins $ 6,000.00
Jackson $ 2,000.00
Templeton $ 3,000.00
Platt Electric $ 10,000.00
Corporate Kadel's $ 2,500.00
Portland Spirit $ 1,000.00
Community News $ 750.00
US Bank $ 5,000.00
Continental Trucking $ 500.00
Fundraisers $ 1,815.00
Classes $ 3,855.00
Interest $ 92.31
TOTAL REVENUE $ 132,251.46
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What the critics are saying m /' o D
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Order Your Tickets Now for 1 m Q u o O x
The Broadway Rose 1 The Broadway Rose... orrmOma
u 10 -
7th Summer Season D ',4 o
IV p
BY MAIL: Fill out this subscription order form, front and back i GO"p J THE
and mail it with credit card information, check or money order '
to: The Broadway Rose Theatre Company, PO Box 231004, ' AD
Tigard, OR 97281. Tickets will be held at the box office. You
can pick up your tickets one hour before showtime at the will- i s
call table located in the theatre lobby. 1 cc DAMES
SEASON SUBSCRIPTION: Our specials for advanced sea- , S-
son subscriptions are: $35.00 General Admission, $30.00 for 1 AT -
Students or Seniors (65 years and older),and $20.50 for chil-
dren 12 and under (excluding children's shows). ; SEA— a
GROUP SALES: The Broadway Rose welcomes groups of
eight or more at discounts of 10% off the regular ticket price. 1 jewel of a THEATRE COMPANY
Group sales must be made in advance, by phone or in person. , Show! »
CHECK YOUR DATES: The last two shows are running alter- 1
nating nights. 1
BY TELEPHONE:Call our box office at(503) 620-5262 and 1 `
order your tickets with VISA of Master Card. Requests for
orders can also be left after hours on voice mail.Our box office 1
will return your call. 1
1
"Strong singing...and
Name
nice comic touches
Address 1 ��
from Kathy Philpott and
1
City/State zip 1 ' ;, Nanette Gatchel make
� ti5,
1 I t '
Barry Hunts staging of
Phone (day) (eve) 1 FANTASTICKS
1 well-worth seeing." '`
SINGLE SHOW SEASON SUBSCRIPTION F I
#of Adult Tickets: ($14.00) ($35.00)
#of Senior/Student
_($12.00)-($30.00) 1
#of Children: ($8.50) ($20.50) 1
4`
Hansel and Gretel($5.00-single ticket price only) $ '
The Elves&Shoemaker($5.00-single ticket price only)$ wG�l, U��OX P ,)
TOTAL TICKET COST$ really chcks"
Payment: Please Circle One
Check Money Order Visa MasterCard
CARD# ■� m Z
v C
32 0
'fi=x.,•., �
Siynatuarte o D o o OUR 7TH EXCITING YEAR
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Please make checks payable to:The Broadway Rose Theatre V 70 m cQ
OF MUSICAL THEATRE!
Z hank yourA
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Culture Council
cu
flocA 1ha HELLO DOLLY!
Hello Noine I
Th July 2 8p. X$14 X$12 X $8.50
00 k
Luckv
Fri July 3 1,nn
_X$14 x$12 _x $8.50
Sun July 5 2prn
Dolly! __.x$14 __x $12 _x$8.50
Enchante(I 8PM x$8.50
zo _X$14 _x $12
_V7 W July 8
Th July 9 8pm x$14 _x $12 _x$8.50
A NEW MUSICAL! Fri July 10 8pm x$14 X $12 x$8.50
JULY 2-JULY 19 '00, rvenimir
This summer we will be JULY 23- AUGUST 8 THE SONGS OF I SOLD 01j"
Hilarity with a good dose of ROGERS AND
opening our season with the HAMMERSTEIN 1 Sun July 12 2prn X$14 x$12 _X$8.50
W July 15 8pm
suspense is guaranteed in this
_.x$14 x$12 x $8.50
mu musicals: HELLO, J
musical of musi
musical murder mystery. Harry ULY 30-AUGUST 16 Th July 16 8pm x$14 _x$12 x $8.50
DOLLY! Dolly Levi-matchmaker ►
and business woman extraordinaire- Witherspoon, a mild-mannered Treat yourself to the talents of one of the 1 Fri July 17 8pm _x$14 x$12 _x $8.50
shoe clerk stands to inherit Sat July 18 8pm _x$14 X $12 x $8.50
will be working her magic. Yes, Dolly is rejoining greatest musical writing teams of all time. The I Sun July 19 2pnn x$14 _X $12
the human race armed with her late husband $6,000,000 if he can successfully vacation indomitable pair of Rogers and Hammerstein made I - x$8.50
with his late uncle's corpse. If he doesn't pull off his 1 LUCKY STIFF
ii
Ephraim's approval and philosophy. A philosophy musical theatre history with their award-winning musi- I
uncles' tM
e,
cals. Audiences will delight in an evening of romance,
E=3*
is
of turning pinched pennies into happiness for others. dream vacation, the money goes to the
Come watch Dolly finagle any situation, whether it Universal Dog Home of Brooklyn - and Harry hates humor and heartwarming songs. Featuring It Mght,4S Th July 23 8prn -.x $14 _x$12 _x $8.50
1 Fri July 24 8pm _x$14 _X $12 _x $8.50
is teaching artists to dance, matching widows with dogs!!Annabel Glick, a representative of the Universal Well Be Spring, If I Loved You, Some Enchanted Evening, Sat July 25 spm _x$14 _x $12 _x$8.50
chief clerks, or catching cantankerous millionaires. Dog Home is "hounding" his every step. Experience Surrey With The Fringe On To he Sound of Mus'
Monte Carlo as only two bickering, soon-to-be lovers p, T 1c, Sun July 26 2pnn x$14 _X $12 _x$8.50
Before The Parade Passes By, It Only Takes A Moment, Shall We Dance, and other classic favorites. W July 29 8prin _x$14 x $12 _x$8.50
and Hello Dolly are just a few of the show's mar- can. With a great score and well-oiled Fri July 31 8prin _x$14 _x$12 _x$8.50
"cil auto§!LdJqJ I
Plot, this is a show for everyone. Sun Aug 2 2pnn
x$14 _x$12 X$8.50
velous songs. l -
I T I I T I I I I
Th Aug 6 8pm
--.x$14 i _x$12 $8.50
i -x It
Sat Aug 8 8pri
It
helping people make educated h-C.1 decisions'" x$14 _x$12 _x $8.50
The Broadway Rose Theatre is the only professional, non- I SOME ENCHANTED EVENING
profit company in Washington County. We combine the I
AND FOR THE KIDS! M,
expertise of professionals and students to create exciting
musical theatre season after season. I Th July 30 Bpm --,x $14 X$12 X$8.50
Come share in the adventure when two lost children discover a witch's house 1 Sat Aug I 8pm _x $14 X$12 x$8.50
made of candy. Fun for kids of all ages, complete with audience interaction,
The theatre is air conditioned and wheel chair friendly. Free W Aug 5 8prin
x
singing, and dancing. arkinis available.
Fri Aug 7 8p8pm __x $14 _x$12 _x $8.50
-. $14 _x$12 _x $8.50
JULY 15, 16, 17 AND 18. ALL SHOWS AT 11 Am -ALL TICKETS $5.00 pg
All performances will be held at Sun Aug 9 2prnx$14 x $12 _x$8.50
Come watch Nod, Nip and Num-Num (those singing, dancing, frolicking Deb Fennell Auditorium 1 W Aug 12 8pm 1 x$14 x$12 X$8.50
elves) work their magic.This hilarious, interactive show is fun for your 4 year 9000 SW Durham Road 1 Th Aug 13 8pm x$14 _x$12 x$8.50
The Shoemaktci-� old...or your 94 year old. Don't miss this one. Tigard High School Fri Aug 14 8pm x$14 x$12 x $8.50
AUGUST 12, 13, 14,AND 15.ALL SHOWS AT 11 Am-ALL TICKETS$5.00 just off Pacific Highway (99W)
Sat Aug 15 8pm li_x $14 x$12
Sun Aug 16 2pnn x $14 1 X$12 x$8501
The children's shows are not part of the season ticket price.Tickets may be purchased via the order form 0 For ticket information call
included in this brochure. Tickets may also be ordered by calling the box office of(503) 620-5262. 1 (503) 620-52621 GRAND GRAND TO $
See reverse side to order tickets for the above shows
and children shows.
City of Tigard, Oregon
1998/99 Proposed Budget
Budget Message
Honorable Mayor Nicoli, members of the City Council and citizen members of the Budget
Committee, I hereby submit for your consideration the 1998/99 proposed budget for the City of
Tigard.
The City of Tigard finds itself in an enviable position after the first year of implementation of
Measure 50 which was approved by voters in May 1997. Although the Measure succeeded in
reducing property taxes across the state, the City of Tigard did not lose significant property tax
revenue. Due to an exception in the Measure which provided for the continuation of recently
approved property tax authority, Tigard voters approval of the new tax base in 1994, which
became effective in 1996, was not reduced by the Measure. At the same time, Tigard voters saw
significant reduction in their property taxes through reductions in taxes for the Fire district, the
County and the Schools.
The City has operated with the guidance of a five year financial plan. The current plan began in
1996/97 and projected operations through 2001. The plan was adjusted to anticipate the
reductions from Measure 47 in 1996/97 and changes were made to reflect the approval of
Measure 50 and the repeal of Measure 47. In addition, the plan is updated each year to reflect
current revenue and expense projections for future years.
The financial plan as adjusted at this time provides funding for City operations through the year
2006. The plan includes the addition of 76 positions between 1997/98 and 2005/06. Most of
these positions are anticipated to address growing demands for services and the maintenance of
expanding City infrastructure and assets.
1998/99 Budget Proposal
The 1998/99 budget proposal has been designed to ensure the continued provision of basic
quality services to the community while at the same time recognize those areas of City operations
that need more resources. Department Heads were instructed to budget in accordance with the
financial plan guidelines. Although there are some exceptions in certain budget units, the overall
proposed budget is below the financial plan limit. The total operating budget of $21,524,144
represents an increase of 11.5% over the 1997/98 budget. The financial plan limit for the total
operating budget was $21,735,567.
The proposal includes 13.35 new positions. This increase in staff is contemplated in the financial
plan and will provide the staffing necessary to continue quality services. Eight (8) positions are
being proposed in the Public Works department, 2.�_ in the Library and 33 in Development
Services and Administration.
Page 1
The proposal also includes $935,391 in_capital equipment Included are routine replacement of
Police vehicles, the replacement of a van for Engineering, the purchase of turf renovation
equipment, the replacement and purchase of a number of computer workstations and related
equipment, an additional Sewer and Storm Drain line cleaning truck and a replacement dump
truck.
The 1998/99 budget proposal was designed to provide continued quality services and to address a
variety of significant issues as follows:
Police
Last year, the City Council approved the hiring in advance of three additional officers that were
intended for the 1998/99 fiscal year. This allowed the Police department to begin training these
additional officers so that they would be on the street in the 1998/99 year. As a result, the Police
budget includes no new officers for 1998/99 as they have already been hired.
The Police department budget also includes additional emergency vehicle operation training and
the purchase and training of a new police dog.
Library
Due to a commitment from Washington County to continue Library funding at current levels, the
City expects to receive $1,146,000 in Washington County Community Library Services
�W_ LS revenue. This represents a 12% increase in Library funding from last year due to
increased circulation of Library materials. In response, the Library budget proposal has added
2.35 positions. Most of this increased staff effort is concentrated in the readers setvces area
which includes improved reference coverage, and additions to resources for Youth and Adult
service programs. Other increases in staff are also included in the technical services and
circulation areas.
The Library budget proposal also includes the upgrade of 17 computer workstations asap rt of the
conversion of the County Wide Library data base system. This project is expected to be
completed by August 1993$and-w lrgready e-nha—fice the capabilities of Library users in accessing
Library resources.
Public Works
Public Works administration is adding a cle�_rical position to assist with administration of the
department and particularly the increased coordination and administration of the Willamette
River water project.
The Parks budget includes the addition of an Urban Forester position and the addition of a Utility
Worker. The Forester position is needed as part of the "2000 trees by the year 2000" effort and
to maintain the thousands of existing trees in City greenways and parks in a healthy and safe
condition. The additional utility worker is needed to maintain the increasing use of Cook and
Page 2
Summerlake Parks. The Parks budget unit is also adding ball field renovation equipment to
enhance the condition of existing ball fields and in anticipation of additional fields at Cook Park.
Public Works is also proposing the replacement of the large area mower and the addition of a
mower for maintenance of bike and pedestrian path areas.
The Wastewater functions of Sanitary Sewer and Storm._Sewer have proposed to add 2 utility
worker positions to comply with the new Unified Sewerage Agency standards for system
maintenance. These positions were also needed to provide maintenance for various surface water
detention ponds that have now become the responsibility of the City.
Both units are also proposing to split the cost of an additional line cleaning truck for wastewater
system maintenance estimated at $85,000.
In November 1997, the street unit took on certain street maintenance activities in an area of
Washington County outside the City limits known as the Urban Service Area. Two street utility
workers were added-in-January_1-998 which were paid for by the County. The 1998/99 budget
proposal includes the continuation of street maintenance services to the Urban Services Area.
The County will pay the City an estimated $150,000 for these services this year.
The fleet maintenance budget unit-is responsible for maintaining the City's fleet of vehicles and
other operation equipment. In order to keep up with the volume of work in the shop, we are
proposing to add a second mechanic position. The number of vehicles and equipment
maintained by our fleet crew continues to grow.
The Water operation is proposing to add a position for support of office requests from customers.
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This will free field crews from having to leave job sites to attend to customers requests and
allow a greater focus on project completion and provide a quicker response to customers. The
Water unit is also planning to replace a dump truck at a cost estimated at $80,000. The Water
unit also plans to remove_in-ground diesel fuel tanks from two reservoir sites which is estimated
to cost $64,000.
Community Development
Community Development has implemented the extension of development services to the Urban
Service Area. Activity over the past several months has not been as strong as anticipated but the
nd is now changing. Several new subdivisions have been submitted for approval and it
g g•
appears planning and building activity will improve.
The City Council is expected to approve the addition of a housing inspection program to begin
this year. This program will be funded by the general fund with the addition of a housing
inspector. The program is designed to ensure that the older housing stock in Tigard is properly
maintained and safe. It will be a complaint driven process and will focus on the condition of
multifamily housing developments.
Page 3
dYkThe Community development administration budget includes _-W,000_ in funding_for
implementation of visioning goals and to follow up on the Washington Square regional plan
which is now underway.
The Engineering budget includes the addition of a half time clerical position to assist with
administration arid_data end the department. _ Also included is the replacement of an
Engineering inspection van.
The street lighting budget which is funded with state gas t ollars includes ,a359,000 for
r—.
power, $70,000 for light and traffic signal maintenance and I 16,00010 refurbish metal light poles
as needed throughout the City.
City Administration
Two new positions are proposed in this program. An additional position is being requested in the
Network services area. This will add a-third network technician to respond to the needs of
network users. The network continues to serve the City well and is in a constant state of upgrade
and expansion. Technology continues to change and the capabilities of the system continue to
expand and become more complex. This position will allow Network services to continue to
expand the technology and at the same time provide prompt service to users. This position was
anticipated in the plan in 1999/00 but has been brought forward to meet current needs resulting in
part from changes in the division of computer responsibilities between the central network
function and that of departments.
The Accounting area is also proposing an additional position. This position will deal with the
City bit cinPst tax nrorPcc aud�wiII -crencal duties in the purchasing area. The
4ccountin- ud Viso includes 54,00 or the upgrade of the City's utility billing software
both for the year 2000 and to add flexibility to the system as the City considers changes to the
style and frequency of billing.
General Government
This area of the budget used to include citywide utility costs and the City Attorney. Although
City Attorney services continue to be provided by an outside Attorney firm, the costs have been
distributed to the various departments and budget units. This is intended to enhance the control
of Attorney costs and provide more accountability within the departments for use of Attorney
time.
Capital Improvements
The proposed budget includes $22,501,750 in capital improvements. More than half of the
capital improvement funds available are in the e6fe-rpnse funds which include Water and
Wastew4ter A $4,000,000 transfer is proposed from the water general fund to a new fund
designated as the Willamette CEP fund. This fund will be used to record all expenditures related
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to the Willamette river project being considered by the City and several water provider partners.
In addition to this project, $1,810,000 is being budgeted for other water system improvements
including meter replacements and line extensions.
General capital improvements include improvements to the Library roof, a variety of bike path
improvements, renovation of the Canterbury site, the 91st avenue grant project, parking
improvements to the Main and Tigard Street property and a contribution of $780,000 to the
facility fund.
The facility fund budget includes the proposed purchase of property to enhance the Civic Center
"Campus" and the remodel of the older section of the Police facility.
Debt Service
The City's general obligation debt continues to decline. The Road bonds issued in 1989 reach
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their final maturity this ye& an the estim ted rate of $.45 per thousand will come off of the
City's levy in 1999/00. The final maturity for the Civic Center bonds issued in 1984 will be paid
in 2002/03. Notes issued to fund the Dartmouth LID mature on December 1, 1998. We expect
to redeem the notes with collections from property owners and the sale of Bancroft Bonds for
those property owners applying to pay in installments.
The City Council has expressed a desire to put a facilities bond issue before the
November 1998. If such a measure is approved p
bonds-would-be issued-in, the s rmQ f 1999
Debt service on such bonds would be levied for the first time in 1999/00. In addition, the City is
contemplating the issuance of Revenue Bonds to provide partial funding for the City's share of
the construction of a Willamette river water intake, treatment and transmission facility. The sale
of bonds would most likely not occur this fiscal year. Additional transportation improvements
are needed which will likely be identified over the next year. It is likely that the City Council
will consider asking the voters for bond authority to make further road improvements sometime
after the millennium
Awards
The City continues to participate in the Government Finance Officers Association awards
programs for Financial Reports and Budgets. The City was awarded the Certificate of
Achievement for Excellence in Financial Reporting for the year ending June 30, 1997. The City
also received the Distinguished Budget Presentation award for the 1997/98 budget. The City will
continue to produce quality financial documents that meet the requirements of both of these
programs.
Conclusion
The City of Tigard has successfully navigated through the implementation of Measure-50-And has
emerged in strong financial condition, capable of meeting the growing demand for services now
and into the next century. The budget as proposed reviewed in conjunction with the financial
Page 5
plan will allow the City to continue to provide quality basic services through 2006 without the
need for additional property tax funding. As we proceed through the next few years, we will
continually update our financial plan to ensure that decisions made today will not adversely
impact our ability to provide services in the future.
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.
pec lly submitte
William A. Monahan
City Manager
Page 6
City of Tigard, Oregon
Budget Committee
Funding Request Worksheet-1998/99
Average
RequestedBurgess Dirksen Patton Nicoli Hunt Moore Scheckla Rohlf Williams Farnstrom Ex-Georg Average
Broadway Rose 16,980 0 7,000 9,000 10,000 5,000 10,000 7,200 10,000 9,000 7,000 8,244 7,420
Festival of Balloons 5,000 0 5,000 5,000 7,000 10,000 5,000 5,000 5,000 5,000 5,000 5,778 5,200
Fourth of July 4,000 0 4,000 4,000 5,000 7,500 4,000 4,000 4,0001 4,000 4,000 4,500 4,050
TV Community Band 1,250 0 900 1,250 1,250 1,250 1,000 1,200 1,250 1,000 1,000 1,122 1,010
Country Daze 4,000 0 2,500 4,000 4,000 2,500 3,500 4,000 4,0001 4,000 2,500 3,444 3,100
River 1 0
THS Grad Celebration 500 0 500 500 500 500 500 500 500 500 500 500 450
Total Arts/Events 31,730 0 19,900 23,750 27,750 26,750 24,000 21,900 24,750 23,500 20,000 23,589 21,230
Interfaith Outreach 8,000 0 10,000 8,000 8,000 6,500 8,000 5,000 8,000 8,000 8,000 8,688 6,950
Dial A Ride-Red Cross 1,100 0 1,100 1,100 1,100 1,000 1,000 1,100 1,100 1,100 1,000 1,067960
Tigard Senior Center 20,000 0 5,000 18,000 20,000 16,000 18,000 20,000 16,000 20,000 20,000 17,000P8,500
5,300
Luke Dorf 7,000 0 7,000 7,000 6,000 7,000 7,000 7,000 7,000 7,000 7,000 6,8896,200
Shelter Domestic Violence 3,000 0 3,000 3,000 2,500 2,500 3,000 3,000 2,900 3,000 3,000 2,8782,590
TV Mental Health 28,000 0 28,000 25,000 10,000 24,000 25,000 28,000 26,250 24,000 27,000 24,1391,725
Neighborshare(CAO) 10,000 0 10,000 9,000 9,000 8,000 10,000 10,000 10,000 9,000 10,000 9,444
Total Social 77,100 0 64,100 71,100 56,600 65,000 72,000 74,100 71,250 72,100 76,000 70,104 62,225
Grand Total 108,830 0 84,000 94,850 84,350 91,750 96,000 96,000 96,000 95,600 96,000 93,693 83,455
Amount Available 1 96,000