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HomeMy WebLinkAboutFIN 2018-04-17 COMPLETE AGENDA PACKETCity of Tukwila Finance Committee o De'Sean Quinn, Chair o Dennis Robertson o Kate Kruller AGENDA TUESDAY, APRIL 17, 2018 — 5:30 PM HAZELNUT CONFERENCE ROOM (At east entrance of City Hall) Distribution: D. Quinn D. Robertson K. Kruller V. Seal Z. Idan Mayor Ekberg D. Cline C. O'Flaherty L. Humphrey Item Recommended Action Page 1. PRESENTATION(S) 2. BUSINESS AGENDA a. An ordinance amending Ordinance No. 2559, relating to a. Forward to 4/23 C.O.W. Pg.1 Limited Tax General Obligation (LTGO) Bonds in the aggregate principal amount of not to exceed $20,000,000. and 5/7 Regular Mtg. Peggy McCarthy, Finance Director b. Fire and Parks impact fees: b. Forward to 4/23 C.O.W. Pg.11 (1) An ordinance updating fire impact fees. and 5/7 Regular Mtg. (2) An ordinance updating parks impact fees. (3) A resolution amending the 2017-2022 Financial Planning Model and the Capital Improvement Program (CIP). (4) An ordinance amending the 2014 PROS Plan (Parks, Recreation and Open Space Plan). Peggy McCarthy, Finance Director c. Business & Occupation (B&O) tax presentation. c. Discussion only. Pg.115 Laura Crandall, Finance Department d. Sales tax revenue sector trends. d. Discussion only. Pg.121 Laura Crandall, Finance Department e. 2017 4th Quarter Sales Tax and Miscellaneous report. e. Discussion only. Pg.147 Peggy McCarthy, Finance Director f. 2018 February General Fund update. f. Discussion only. Pg.153 Vicky Carisen, Deputy Finance Director 3. ANNOUNCEMENTS 4. MISCELLANEOUS Next Scheduled Meeting: Tuesday, May 8, 2018 to. The City of Tukwila strives to accommodate individuals with disabilities. Please contact the City Clerk's Office at 206-433-1800 (TukwilaCityClerk(aTukwilaWA.gov) for assistance. City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Peggy McCarthy, Finance Director CC: Mayor Ekberg DATE: April 11, 2018 SUBJECT: Ordinance Amending Bond Ordinance 2559, Finance the Public Works Shops portion of the Public Safety Plan ISSUE Approve an ordinance amending bond ordinance 2559, allowing for bond maturities up to thirty years and setting the expiration date for the Designated Representatives' authority at December 31, 2018. BACKGROUND The Public Safety Plan includes the siting and construction of Public Works Shops. On November 6, 2017, the City Council authorized the acquisition of property to site the shops, the justice center, and fire station 54. On December 4, 2017, the City Council approved bond ordinance 2559 for the issuance of up to $20 million of limited tax general obligation (LTGO) bonds for financing the acquisition of property for the Public Works shops and to pay for soft costs through mid -2019. The ordinance specified a final maturity date for the bonds of no later than December 1, 2038 and granted authority to the Designated Representatives until one year after the effective date of the ordinance. DISCUSSION A financial framework has been developed to model financing options for funding the Public Safety Plan, including the Public Works shops. One financing option extends the $20 million LTGO bond payment term to thirty years from the twenty-year period written into bond ordinance 2559. By lengthening the maturity period, the annual debt service is reduced. Based on the assumptions used by the City's financial advisor, PFM Financial Advisors LLC, in the attached Overview of Debt Service Scenarios, the annual debt service savings using a 30 -year term rather than a 20 -year term would be between $264,000 and $356,000 depending on whether interest only payments are made during the construction period. Half of this annual savings would benefit the City's utility funds and the other half would benefit the City's governmental funds. The proposed amendment specifies that the final bond maturity date shall be no later than December 1, 2048 and the authority granted to the Designated Representatives shall expire on December 31, 2018. It is recommended that the City Council approve the amending ordinance to allow for flexibility in structuring the bond sale and to reduce the estimated annual debt service payments on the $20 million bonds. RECOMMENDATION The Council is being asked to approve the ordinance and consider this item at the April 23, 2018 Committee of the Whole meeting and subsequent May 7, 2018 Regular Meeting. ATTACHMENTS Draft amending bond ordinance. Overview of Debt Service Scenarios, prepared by PFM Financial Advisors, LLC Time Schedule for Bond Issuance 1 2 Frl'i 13) p6 Li n •—:-) L1 u I AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, AMENDING ORDINANCE NO. 2559 RELATING TO THE ISSUANCE OF ONE OR MORE SERIES OF LIMITED TAX GENERAL OBLIGATION BONDS TO FINANCE AND/OR REIMBURSE COSTS RELATED TO THE ACQUISITION OF LAND AND THE CONSTRUCTION, IMPROVEMENT AND EQUIPPING OF MAINTENANCE AND OTHER CITY FACILITIES; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, the City Council (the "Council") of the City of Tukwila, Washington (the "City") has deemed it is in the best interest of the City to acquire certain parcels of land, including through eminent domain, and to construct, improve and equip maintenance and other City facilities (together, the "Project"); and WHEREAS, after due consideration the Council adopted Ordinance No. 2559 on December 4, 2017, authorizing the issuance and sale of one or more series of limited tax general obligation bonds (the "Bonds") to pay all or a portion of the costs of the Project and to pay costs of issuance for the Bonds; and WHEREAS, the sale and issuance of the Bonds is contingent on satisfaction of certain parameters relating to maximum interest rates, final maturity dates, redemption terms and principal maturities as set forth in Ordinance No. 2559; and WHEREAS, the Council now desires to amend Ordinance No. 2559 to extend the final maturity date for the Bonds and other matters related thereto, as provided herein; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY ORDAINS AS FOLLOWS: Section 1. Definitions. Except as otherwise provided herein, definitions used in this ordinance shall have the meanings set forth in Ordinance No. 2559. W: Word Processing\Ordinances\LTGO Bonds -2018 -PW Shops Facility -amend Sec 12 4-10-18 PM:bjs Page 1 of 4 3 4 Section 2. Amendment to Ordinance No. 2559: Section 12 (Sale of Bonds). Section 12 (Sale of Bonds) of Ordinance No. 2559 is hereby amended to read as follows: Section 12. Sale of Bonds. (a) Bond Sale. The Council has determined that it would be in the best interest of the City to delegate to each Designated Representative, for a limited time, the authority to determine the method of sale for each series of Bonds and to approve the final interest rates, maturity dates, redemption terms and principal maturities for each series of Bonds. Each series of Bonds issued pursuant to this ordinance may be issued at the same or different times so long as each series complies with the terms hereof. Each Designated Representative is hereby authorized to approve the issuance, from time to time, of one or more series of Bonds and to approve whether the Bonds of such series shall be sold in a private placement to a Direct Purchaser or to an Underwriter through a competitive public sale or a negotiated sale, as set forth below. (b) Direct Purchase. If a Designated Representative determines that the Bonds of a series are to be sold by private placement, a Designated Representative shall select the Direct Purchaser that submits the proposal that is in the best interest of the City. Direct Purchase Bonds shall be sold to the Direct Purchaser pursuant to the terms of a Loan Agreement. (c) Negotiated Bond Sale. If a Designated Representative determines that the Bonds of a series are to be sold by negotiated public sale, a Designated Representative shall select the Underwriter that submits the proposal that is in the best interest of the City. Such Bonds shall be sold to the Underwriter pursuant to the terms of a Bond Purchase Contract. (d) Competitive Sale. If a Designated Representative determines that the Bonds of a series are to be sold at a competitive public sale, a Designated Representative shall: (1) establish the date of the public sale; (2) establish the criteria by which the successful bidder will be determined; (3) establish the criteria for a good faith deposit; (4) cause notice of the public sale to be given; and (5) provide for such other matters pertaining to the public sale as he or she deems necessary or desirable. A Designated Representative shall cause the notice of sale to be given and provide for such other matters pertaining to the public sale as he or she deems necessary or desirable. Such Bonds shall be sold to the Underwriter pursuant to the terms of a Certificate of Award. (e) Sale Parameters. Subject to the terms and conditions set forth in this Section 12, each Designated Representative is hereby authorized to approve the method of sale and the final interest rates, aggregate principal amount, principal maturities, and redemption rights for each series of Bonds in the manner provided hereafter so long as: (1) the aggregate principal (face amount) amount of all Bonds issued from time to time under this ordinance does not exceed $20,000,000; W: Word Processing\Ordinances\LTGO Bonds -2018 -PW Shops Facility -amend Sec 12 4-10-18 PM:bjs Page 2 of 4 (2) the final maturity date for each series of Bonds is no later than December 1, 203e December 1. 2048; (3) the aggregate purchase price for each series of Bonds shall not be less than 98% of the aggregate stated principal amount of such series of Bonds, excluding any original issue discount; and (4) the true interest cost for each series of Bonds (in the aggregate for such series) does not exceed 4.5%. Subject to the terms and conditions set forth in this section, each Designated Representative is hereby authorized to execute the appropriate Sale Document on behalf of the City. The signature of one Designated Representative shall be sufficient to bind the City. Following the execution of a Sale Document, a Designated Representative shall provide a report to the Council describing the final terms of the Bonds sold pursuant to such Sale Document and approved pursuant to the authority delegated in this section. The authority granted to the Designated Representatives by this Section 12 shall expire on December 31. 2018. ore yoar after the effective date of th s crd r.ance. After such date additional Council approval shall be necessary to sell and issue Bonds pursuant to the terms of this ordinance. (f) Delivery of Bonds; Documentation. Upon the passage and approval of this ordinance and execution of the applicable Sale Document for a series of Bonds, the proper officials of the City, including the Designated Representatives and the City Clerk, are authorized and directed to undertake all action necessary for the prompt execution and delivery of such series of Bonds to the purchaser thereof and further to execute all closing certificates and documents required to effect the closing and delivery of the Bonds in accordance with the terms of the applicable Sale Document. Such documents may include, but are not limited to, documents related to a municipal bond insurance policy delivered by an insurer to insure the payment when due of the principal of and interest on all or a portion of such series of Bonds as provided therein, if such insurance is determined by a Designated Representative to be in the best interest of the City. Section 3. Severability; Ratification. Except as hereby amended, the remaining terms and conditions of Ordinance No. 2559 are hereby ratified and confirmed in all respects. All acts taken pursuant to the authority granted in this ordinance but prior to its effective date are hereby ratified and confirmed. If any one or more of the covenants or agreements provided in this ordinance to be performed on the part of the City shall be declared by any court of competent jurisdiction to be contrary to law, then such covenant or covenants, agreement or agreements, shall be null and void and shall be deemed separable from the remaining covenants and agreements of this ordinance and shall in no way affect the validity of the other provisions of this ordinance or of the Bonds. W: Word Processing\Ordinances\LTGO Bonds -2018 -PW Shops Facility -amend Sec 12 4-10-18 PM:bjs Page 3 of 4 5 6 Section 4. Corrections by City Clerk. Upon approval of the City Attorney and Bond Counsel, the City Clerk is hereby authorized to make necessary corrections to this ordinance, including but not limited to the correction of clerical errors; references to other local, state or federal laws, codes, rules, or regulations; ordinance numbering and section/subsection numbering; and other similar necessary corrections. Section 5. Effective Date. This ordinance or a summary thereof shall be published in the official newspaper of the City, and shall take effect and be in full force five days after passage and publication as provided by law. PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at a Regular Meeting thereof this day of , 2018. ATTEST/AUTHENTICATED: Christy O'Flaherty, MMC, City Clerk APPROVED AS TO FORM BY: Pacifica Law Group LLP, Bond Counsel Allan Ekberg, Mayor Filed with the City Clerk: Passed by the City Council: Published: Effective Date: Ordinance Number: W: Word Processing\Ordinances\LTGO Bonds -2018 -PW Shops Facility -amend Sec 12 4-10-18 PM:bjs Page 4 of 4 Year 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 204 204 204 204 204 Tota 30 -Year City of Tukwila, Washington Limited Tax General Obligation Bonds, 2018 Overview of Debt Service Scenarios 20 -Year 30 -Year (Interest only until 2022) 20 -Year (Interest only until 2022) Principal 4 5 6 7 8 interest Debt Service Principal Interest Debt Service ;' Principal Interest Debt Service $452,625 $452,625 $449,500 $449,500 $451,500 $451,500 $446,875 $446,875 $275,000 905,250 1,180,250 $545,000 899,000 1,444,000 903,000 903,000 893,750 893,750 285,000 891,500 1,176,500 570,000 871,750 1,441,750 903,000 903,000 893,750 893,750 300,000 877,250 1,177,250 600,000 843,250 1,443,250 903,000 903,000 893,750 893,750 315,000 862,250 1,177,250 630,000 813,250 1,443,250 $330,000 903,000 1,233,000 $690,000 893,750 1,583,750 330,000 846,500 1,176,500 660,000 781,750 1,441,750 345,000 886,500 1,231,500 725,000 859,250 1,584,250 350,000 830,000 1,180,000 695,000 748,750 1,443,750 365,000 869,250 1,234,250 765,000 823,000 1,588,000 365,000 812,500 1,177,500 730,000 714,000 1,444,000 385,000 851,000 1,236,000 800,000 784,750 1,584,750 385,000 794,250 1,179,250 765,000 677,500 1,442,500 400,000 831,750 1,231,750 840,000 744,750 1,584,750 400,000 775,000 1,175,000 805,000 639,250 1,444,250 420,000 811,750 1,231,750 885,000 702,750 1,587,750 425,000 755,000 1,180,000 845,000 599,000 1,444,000 445,000 790,750 1,235,750 925,000 658,500 1,583,500 445,000 733,750 1,178,750 885,000 556,750 1,441,750 465,000 768,500 1,233,500 975,000 612,250 1,587,250 465,000 711,500 1,176,500 930,000 512,500 1,442,500 490,000 745,250 1,235,250 1,020,000 563,500 1,583,500 490,000 688,250 1,178,250 975,000 466,000 1,441,000 510,000 720,750 1,230,750 1,075,000 512,500 1,587,500 515,000 663,750 1,178,750 1,025,000 417,250 1,442,250 540,000 695,250 1,235,250 1,125,000 458,750 1,583,750 540,000 638,000 1,178,000 1,075,000 366,000 1,441,000 565,000 668,250 1,233,250 1,185,000 402,500 1,587,500 565,000 611,000 1,176,000 1,130,000 312,250 1,442,250 595,000 640,000 1,235,000 1,240,000 343,250 1,583,250 595,000 582,750 1,177,750 1,185,000 255,750 1,440,750 625,000 610,250 1,235,250 1,305,000 281,250 1,586,250 625,000 553,000 1,178,000 1,245,000 196,500 1,441,500 655,000 579,000 1,234,000 1,370,000 216,000 1,586,000 655,000 521,750 1,176,750 1,310,000 134,250 1,444,250 685,000 546,250 1,231,250 1,440,000 147,500 1,587,500 690,000 489,000 1,179,000 1,375,000 68,750 1,443,750 720,000 512,000 1,232,000 1,510,000 75,500 1,585,500 725,000 454,500 1,179,500 755,000 476,000 1,231,000 760,000 418,250 1,178,250 795,000 438,250 1,233,250 795,000 380,250 1,175,250 835,000 398,500 1,233,500 835,000 340,500 1,175,500 875,000 356,750 1,231,750 880,000 298,750 1,178,750 920,000 313,000 1,233,000 920,000 254,750 1,174,750 965,000 267,000 1,232,000 970,000 208,750 1,178,750 1,015,000 218,750 1,233,750 1,015,000 160,250 1,175,250 1,065,000 168,000 1,233,000 1,070,000 109,500 1,179,500 1,120,000 114,750 1,234,750 1,120,000 56,000 1,176.000 1,175,000 58,750 1,233,750 I $18,105,000 $17,676,375 $35,781,375 $17,980,000 $11,323,000 $29,303,000 $18,060,000 $18,399,750 $36,459,750 $17,875,000 $12,207,875 $30,082,875 Scenarios assume AA MMD as of 4/2/2018 plus 50 basis points cushion, $10 per bond Underwriter's Discount, $140k costs of issuance Prepared by PFM Financial Advisors LLC 4/3/2018 8 pfm City of Tukwila, Washington Limited Tax General Obligation Bonds, 2018 As of March 26, 2018 MARCH M T W T F S APRIL S M T W T F 12 3 12 3 4 5 6 7 1 2 3 4 5 4 5 6 7 8 9 10 8 9 10 11 12 13 14 6 7 8 9 10 11 12 11 12 13 14 15 16 17 15 16 17 18 19 20 21 13 14 15 16 17 18 19 18 19 20 21 22 23 24 22 23 24 25 26 27 28 20 21 22 23 24 25 26 25 26 27 28 29 30 31 29 30 27 '':'28 29 30 31 City Finance Director/City Manager/Staff. City Pacifica Law Group LLP (Bond Counsel). BC PFM Financial Advisors LLC (Financial Advisor): PFM References to "All Parties" includes City, BC, and PFM Date Event Responsibility 3/20-21 City mince approve: FOMC Meet n r Ott fi Orden until/Ci 3/26 • Send current draft POS and list of information needs PFM 3/30 • Good Friday 4/4 • Comments provided on first draft POS [4/6] • Financing Team call to review POS By 4/6 • Rating application submitted 4/10 • Second draft POS distributed Mid -April • Unaudited 2017 financial statements available 4/17-20 • Washington Public Treasurers Association Conference (WPTA) 4/17 • Comments provided on second draft POS All Parties 4/18 • Draft rating materials distributed PFM Week of 4/23 • Rating agency prep call/meeting City/PFM 4/25 • Comments due on draft rating materials All Parties 4/27 • Third draft POS distributed PFM 4/27 • Final rating materials distributed PFM Week of 4/30 • Bond rating agency call City/PFM Week of 4/30 • Due diligence call to review POS All Parties 5/1-2 • FOMC Meeting 5/4 • Final comments provided on POS All Parties 5/6-9 • Government Finance Officers Association Conference (GFOA) 5/8 • POS distributed for final sign -off PFM 5/9 • Final sign -off on POS provided All Parties By 5/10 • Receive bond rating 5/10 • POS posted PFM 5/17 • Bond sale All Parties 5/21 • OS distributed for final sign -off PFM 5/22 • Final sign-off/OS posted All Parties 5/28 • Memorial Day 5/31 • Bond Closing All Parties All Parties All Parties PFM PFM City 9 10 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Peggy McCarthy, Finance Director CC: Mayor Ekberg DATE: April 10, 2018 SUBJECT: Update Fire and Park Impact Fees ISSUE Approve the following impact fee legislation: 1. an ordinance updating the fire impact fees 2.an ordinance updating the park impact fees 3.an ordinance amending the Park, Recreation and Open Space (PROS) Plan 4.a resolution amending the Capital Improvement Plan (CIP) BACKGROUND The City of Tukwila enacted Growth Management Act impact fees in 2008 to fund growth -driven needs in fire and emergency services and recreation, parks, and open space. In 2017, the City engaged BERK Consulting to update these rates to incorporate current growth projections and to respond to newly adopted fire and parks capital needs. BERK, in coordination with the staff Impact Fee Team, undertook an extensive study of the City's historical, existing and projected growth in population, housing, and employment; examined capital plans and facilities, the Park, Recreation and Open Space (PROS) Plan and Fire Master Plan, the level of service standards and other pertinent information. The data was analyzed, summarized and computed to produce a maximum allowable impact fee for each property type listed below: • Residential — 1. single family 2. multifamily • Commercial/Non-Residential 3. Retail 4. Office 5. Industrial The preliminary impact fee results were presented to the Finance Committee on November 21, 2017. Staff was directed to bring the item back to Committee after further analysis, outreach to the business community and with policy options for consideration. In February 2018, the Council approved an amendment to the BERK Consulting contract to provide resources should additional work by BERK be required to address policy issues or other requests. To date, the amendment has not been exercised. Staff has reviewed the fee model and made modifications as appropriate; the Capital Improvement Program project pages have been updated for the proposed updates to the fire and park impact fee eligible projects; the PROS plan has been updated to reflect an additional level of service standard for park and recreation. The preliminary fees were compared with the fees of neighboring jurisdictions to assess regional competitiveness and affordability. The proposed fees reflect a 40% reduction from the preliminary fees bringing them to a level considered competitive in the region. 11 INFORMATIONAL MEMO Page 2 Selected developers were invited to review and discuss the proposed fees with City staff. Two meetings were held and the feedback included the following: The fees should ... • Allow easy and inexpensive change of land use (ie from retail to office). • Be competitive when compared with total development costs of other neighboring jurisdictions. • Have visible benefits that are easily understood by tenants. • Be strategic in attracting development that complements existing businesses. Two suggestions were to incentivize multifamily development and medical/dental offices in the central business district to attract foot traffic. In addition to the draft fire and park impact fee ordinances, the draft amended Recreation and Open Space Plan and the draft amended Capital Improvement Program resolution, the following documents serve as attachments to this memorandum • "Tukwila Fire and Park Impact Fee Rate Study, 2018", prepared by BERK Consulting provides background information on impact fees in general and specific data, assumptions and methodology for computing the Tukwila park and fire impact fees. • "Regional Impact Fee Comparison -Fire", compares proposed fire impact fees with fees charged by the Puget Sound Regional Fire Authority, the Renton Fire Authority and the City of Issaquah. • "Regional Impact Fee Comparison — Park", compares proposed park impact fees with fees charged by the City of Renton, Edmonds, Issaquah, Redmond and Bothell. • "Tukwila Impact Fee Comparison", compares the 2018 proposed fire and park impact fees with fees from the 2008 study. • "Selected Fire and Park Impact Fee Data", provides relevant data used in developing the 2018 proposed fees and the 2008 fees. • "Fire Impact Fee Eligible Project and Capital Improvement Program Pages", lists the proposed fire projects eligible for impact fees and the corresponding, updated CIP pages. • "Park Impact Fee Eligible Projects and Capital Improvement Program Pages", lists the proposed park projects and updated CIP pages. DISCUSSION Growth Management Act impact fees are those fees charged by a local government on new development to recover a portion of the cost of capital facility improvements needed to serve that new development. The Washington State Legislature outlined the intent of local impact fees in RCW 82.02.050. Impact fees may be charged to help pay for: public transportation and road facilities; fire protection facilities; schools; and public parks, open space, and recreation facilities. Local governments are authorized to charge fees only for system improvements that are reasonably related to the new development, do not exceed a proportionate share of the costs of necessary system improvements, and are only used for system improvements that will reasonably benefit the new development (RCW 82.02.050(3)). In addition, cities' "financing for system improvements to serve new development must provide for a balance between impact fees and other sources of public funds" — i.e., impact fees cannot be the sole source of funding for system improvements that address growth impacts. The proposed fire impact fees are based on the estimated cost of adding capacity to respond to development driven increases in fire service incidents. The proposed park impact fees are based on the estimated cost of adding capacity to respond to increased demand for park and recreation facilities, both growth related and due to changes in population. Following are items for discussion and consideration stemming from questions that arose at the November 17, 2017 Finance Committee meeting and from the staff Impact Fee Team. 12 C:IUsers\Peggy-M\City of Tukwila\Finance - RevenuelImpact Fees\Council, legislation12018-0417_Into?vlemo_ImpactFees.docx INFORMATIONAL MEMO Page 3 Impact Fee Calculation Questions. 1. Why did the park impact fee for the retail land use category increase by 191% and the industrial land use category increase by 133% while the other land use categories increased by a lower percentage? In the 2018 Impact Fee study, both the existing and the projected retail and industrial development square footage is less than the 2008 study. With a smaller base in 2018 over which to spread the cost of maintaining park capacity, the fee increased. Retail development existing square footage was measured at 3.1 million less than 2008 and projected square footage at 1.38 million less. Industrial development existing square footage was measured at 2.5 million less than 2008 and projected square footage at 1.8 million less. 2. Why did the fire impact fee for the retail land use category increase by 223% and the office land use category decrease by 55% while the other land use categories increased by a lower percentage? In the 2018 Impact Fee study, both the existing and the projected retail development square footage was less than the 2008 study and both the existing and projected office development square footage was greater than the 2008 study. For retail, with a smaller base in 2018 over which to spread the cost of maintaining capacity, the fee increased. For office, with a larger base in 2018 over which to spread the cost of maintaining capacity, the fee decreased. Additionally, the increase in fire incidents was higher proportionately for retail than it was for office in the 2018 study. Retail existing square footage was measured at 3.1 million less than 2008 and projected square footage at 1.38 million less. Office existing square footage was measured at 5.6 million more than 2008 and projected square footage at 676 thousand more. Retail fire incidents increased by 40% compared with the 2008 study while office fire incidents increased by 28%. 3. Which land use classifications have been categorized as retail, office and industrial for impact fee purposes? A list of the land use classifications grouped by impact fee categories, "Land Use Classifications Aligned with Impact Fee Categories" will be provided. 4. In the Capital Improvement Plan, how was the amount of annual impact fee expected to be collected determined? The annual expected impact fee collection was calculated based on historical actual collections over the most recent three years, 2015, 2016 and 2017 of $172 thousand annually on average for fire impact fees and $182 thousand annually on average for park impact fees. These amounts were then increased by the total increase from the adopted 2008 fees to the proposed 2018 fees of 43% for fire and 83% for park. The resulting amounts were rounded up to factor in expected increases in development activity in the next 10 years. The average annual fire impact fee estimate is $300 thousand and the average annual park impact fee estimate is $400 thousand. 5. What was the priority for allocating the expected impact fees to the projects? The expected park impact fees were first allocated to the existing project, Pedestrian Bridge. The expected fire impact fees were first allocated to the new Fire Station 51 because it is the farthest along in terms of design, then to the new Fire Station 52 next because its construction is imperative to maintain response times after Fire Station 51 is relocated. Impact Fee Policy Questions C:lUsers\Peggy-M\City of Tukwila\Finance - RevenuelImpact Fees\Council, Iegislation12018-0417_InfoMerno_ImpactFees docx 13 INFORMATIONAL MEMO Page 4 6. Should special impact fee rates be established for educational facilities? In the impact fee study, educational facilities are included in the Office land use category. Since conceivably most of the students attending K-12 school in Tukwila are also residents of Tukwila and would therefore be subject to the residential park impact fee, reducing the fee charged to K-12 educational facilities for additional park capacity due to growth seems reasonable; not reducing the fee might produce a double counting of park usage by students who are also residents. The proposed park impact fee has been reduced by 80% on Exhibit B, Park Impact Fee Schedule, accordingly. Since the fire impact fee is based on the occurrence and cost of fire incidents and several fire incidents occurred at educational facilities within the analysis period, there is no recommendation to adjust or reduce the fire impact fee for educational facilities. 7. Should an accessory dwelling unit (ADU) be charged impact fees? Currently, the City of Tukwila allows only accessory dwelling units that are attached to the primary residence; an impact fee is not charged on development of these units. Should the City revise its policy and allow detached accessory dwelling units, the staff Impact Fee Committee recommends these units also be exempt from impact fees to encourage the development of this modestly sized, affordable housing type that makes use of existing infrastructure. 8. For fire impact fees, should the commercial/non-residential categories be further defined into more specific, narrower categories such as the following? Current Categories COMMERCIAL/ NON-RESIDENTIAL Retail Office Potential Additional Categories COMMERCIAL/ NON-RESIDENTIAL Retail Office Hotel/Motel/Resort Restaurant/Lounge/Gambling Retail other Leisure Medical care facility Office other Institutional Church/religious Education Special Public Facilities Industrial Industrial/manufacturing Further defining the categories could add complexity to the administration of the fee. With the use categories narrower and more defined, changes in land use by the property owners could trigger more frequent reporting to the City and possibly payment of additional impact fees. To further categorize the data, the City of Tukwila land parcels and fire incident data would need to be re-evaluated and re - categorized based on the new categories. For the current study, staff recommends no changes to the five land use categories used in the 2018 study. 9. Should additional adjustments be made to the proposed fire and park impact fees to increase affordability and regional competitiveness or to encourage development of certain property types? The proposed residential fire impact fees are comparable with the Puget Sound Fire Authority and are high compared with the Renton Fire Authority. The commercial/non-residential fire impact fees are comparable with both Regional Fire Authorities when considering the average fire impact fee charged to commercial 14 C:1Users\Peggy-M\City of Tukwila\Finance - RevenuelImpact Fees\Council, Iegislation12018-0417_InfoMemo_ImpactFees docx INFORMATIONAL MEMO Page 5 property types by the Renton RFA. The park impact fees are considered comparable with the impact fees charged by the cities analyzed. Staff has no recommendations for changes. 10. Should an update to the impact fee data and calculations be undertaken periodically? Both the fire and park impact fee ordinances provide an automatic annual update based on the Construction Cost Index for Seattle (June -June) published by the Engineering News Record in section 16.28.080. The maximum fees that can legally be charged are the adjusted fees presented in the Tukwila Fire and Park Impact Fee Rate Study, 2018, also shown in the impact fee ordinance Exhibits B — Fee Schedule. The proposed fees represent a 40% reduction to bring them to a level considered competitive in the region. The City Council can choose to increase the proposed fees to the maximum limit; the proposed fees can be further reduced using the same reduction rate for all land use categories and for both impact fee types — fire and park; the fees can be further reduced using a different reduction rate for each land use category and for each impact fee type -fire and park; or the fees can be considered as presented. The business community discussions made it clear that the City's fees would be considered in relation to the fees charged by neighboring jurisdictions when development decisions are made. Strategic fee setting was encouraged to incentivize desired development. RECOMMENDATION The Council is being asked to approve the fire impact fee ordinance, the park impact fee ordinance, the Parks, Recreation and Open Space Plan amending ordinance, and the 2017-2022 Capital Improvement Plan amending resolution and consider these items at the April 23, 2018 Committee of the Whole meeting and subsequent May 7, 2018 Regular Meeting. ATTACHMENTS Draft fire impact fee ordinance. • Exhibit A, Tukwila Fire and Park Impact Fee Rate Study, 2018 • Exhibit B Impact Fee Schedule - Fire Draft park impact fee ordinance • Exhibit A, Tukwila Fire and Park Impact Fee Rate Study, 2018 • Exhibit B Impact Fee Schedule - Park Regional Impact Fee Comparison — Fire Regional Impact Fee Comparison — Park Tukwila Impact Fee Comparison Selected Impact Fee Data Land Use Categories Aligned with Impact Fee Catgories Draft Resolution Capital Improvement Plan Amendment (CIP) • Fire Impact Fee Project List and Amended Capital Improvement Plan pages • Park Impact Fee Project List and Amended Capital Improvement Plan pages Draft Ordinance Parks, Recreation and Open Space amendment (PROS plan) Amended PROS plan- • page 2-6 with amendment highlighted • page 4-10 with amendment highlighted C \Users\Peggy-M\City of Tukwila\Finance - Revenue\Impact Fees\Council, Iegislation12018-0417_InfoMemo_ImpactFees.docx 15 16 RAFT AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, REPEALING ORDINANCE NOS. 2486 AND 2365, AS CODIFIED IN TUKWILA MUNICIPAL CODE CHAPTER 16.26; REPEALING ORDINANCE NO. 2521 §4, 5 AND 6; REENACTING TMC CHAPTER 16.26, 'FIRE IMPACT FEES," TO AMEND THE PROCESS FOR IMPOSING AND ADMINISTERING FIRE IMPACT FEES TO BETTER ADDRESS THE NATURE OF DEVELOPMENT ACTIVITY IN TUKWILA; ADDING REGULATIONS RELATING TO ANNUAL FIRE IMPACT FEE UPDATES; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, the City Council adopted Ordinance No. 2365 on March 5, 2012; Ordinance No. 2486 on October 19, 2015; and Ordinance No. 2521 on December 5, 2016, all related to impact fees; and WHEREAS, the City may periodically update its impact fee schedules to reflect changes in the cost of completing planned improvements and the fair share contribution applicable to new growth; and WHEREAS, on April 23, 2018, the Tukwila City Council, following adequate public notice, held a public hearing on the draft ordinance; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY ORDAINS AS FOLLOWS: Section 1. Repealer. Ordinance Nos. 2486 and 2365 are hereby repealed in their entirety. Section 2. Repealer. Ordinance No. 2521, §4, 5 and 6 is hereby repealed; these sections were codified as follows: TMC Section 16.26.030, "Definitions" TMC Section 16.26.120, "Exemptions" TMC Section 16.26.125, "Residential Impact Fee Deferral" W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM.bjs Page 1 of 13 17 18 Section 3. TMC Chapter 16.26 Reenacted. Tukwila Municipal Code (TMC) Chapter 16.26 is hereby reenacted to read as follows: CHAPTER 16.26 FIRE IMPACT FEES Sections: 16.26.010 Authority and Purpose 16.26.020 Findings 16.26.030 Definitions 16.26.040 Fire Impact Fee Assessment 16.26.050 Use of Fire Impact Fees 16.26.060 Fire Impact Fee Capital Facilities Plan 16.26.070 Fire Impact Fee Formula 16.26.080 Annual Fire Impact Fee Updates 16.26.090 Individual Projects Fire Impact Fee Adjustments 16.26.095 Fire Impact Foe Deferral 16.26.100 Credits 16.26.110 Appeals 16.26.120 Exemptions 16.26.125 Residential Impact Fee Deferral 16.26.130 Refunds 16.26.140 Authority Unimpaired Section 4. TMC Section 16.26.010 is hereby reenacted to read as follows: 16.26.010 Authority and Purpose A. Authority. The City of Tukwila's impact fee financing program has been developed pursuant to the City of Tukwila's policy powers, the Growth Management Act as codified in Chapter 36.70A of the Revised Code of Washington (RCW). B. Purpose. The purpose of the financing plan is to: 1. Develop a program consistent with Tukwila's Fire Department Capital Facilities Plan and the Capital Improvement Program for joint public and private financing of fire protection services necessitated in whole or in part by development within the City of Tukwila; 2. Ensure adequate levels of public fire protection and service are consistent with the current level of service standards; 3. Create a mechanism to charge and collect fees to ensure that development bears its proportionate share of the capital costs of public fire protection facilities necessitated by development; and 4. Ensure fair collection and administration of such fire impact fees. IN: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs Page 2 of 13 Section 5. TMC Section 16.26.020 is hereby reenacted to read as follows: 16.26.020 Findings The City Council finds and determines that growth and development in the City create additional demand and need for public fire protection facilities in the City, and the City Council finds that growth and development should pay its proportionate share of the costs of the facilities needed to serve the growth and development in the City. Therefore, pursuant to RCW 36.70A and RCW 82.02.050 through 82.02.100, which authorize the City to impose and collect impact fees to fund public facilities that serve growth, the City Council adopts this ordinance to impose fire protection impact fees for fire protection services. It is the Council's intent that the provisions of this ordinance be liberally construed in establishing the fire impact fee program. Section 6. TMC Section 16.26.030 is hereby reenacted to read as follows: 16.26.030 Definitions Terms or words not defined herein shall be defined pursuant to RCW 82.02.090 when given their usual and customary meaning. For the purposes of this ordinance, unless the context or subject matter clearly requires otherwise, the words or phrases defined in this section shall have the following meanings: 1. "Accessory residential structure" means a structure that is incidental and subordinate to the principal residence on the property and is physically detached to the principal residence, but does not include accessory dwelling units. For example, a detached garage or storage shed for garden tools are considered accessory residential structures. 2. "Accessory dwelling unit (ADU)" means a dwelling unit that is within or attached to a single-family dwelling or in a detached building on the same lot as the primary single-family dwelling. An ADU is distinguishable from a duplex by being clearly subordinate to the primary dwelling unit, both in use and appearance. 43. "Building permit" means an official document or certification of the City of Tukwila issued by the City's building official which authorizes the construction, alteration, enlargement, conversion, reconstruction, remodeling, rehabilitation, erection, placement, demolition, moving, or repair of a building or structure. 2/1. "City" means the City of Tukwila, Washington, County of King. 35. "Development activity" means any construction, reconstruction, or expansion of a building, structure, or use, or any changes in use of a building or structure, or any changes in the use of land, requiring development approval. 46. "Development approval" means any written authorization from the City, which authorizes the commencement of the "development activity." -57. "Encumber" means to reserve, set aside, or earmark the fire impact fees in order to pay for commitments, contractual obligations, or other liabilities incurred for the provision of fire protective services. W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs Page 3 of 13 19 20 48. "Fee payer" is a person, corporation, partnership, an incorporated association or governmental agency, municipality, or similar entity commencing a land development activity that requires a building permit and creates a demand for additional fire capital facilities. 79. "Fire protection facilities" means all publicly owned apparatus and buildings within the City that are used for fire protection and/or emergency response and aid. 410. "Impact fee" means the payment of money imposed by the City on development activity pursuant to this ordinance as a condition of granting development approval in order to pay for the fire facilities needed to serve growth and development that is a proportionate share of the cost of fire capital facilities used for facilities that reasonably benefit development. Impact fees do not include reasonable permit fees, application fees, administrative fees for collecting and handling fire impact fees, or the cost of reviewing independent fee calculations. 911. "Low-income housing" means housing where monthly costs, including utilities other than telephone, do not exceed are no greater than 30% of the resident's household monthly income and where household monthly income must be is 80% or less of the King County Median family income adjusted for family size as reported by the U.S. Department of Housing and Urban Development. 1012. "Owner" means the owner of record of real property, as found in the records of King County, Washington, or a person with an unrestricted written option to purchase property; provided, that if the real property is being purchased under a recorded real estate contract, the purchaser shall be considered the owner of the property. 4413. "Proportionate share" means that portion of the cost for fire facility improvements that are reasonably related to the service demands and needs of development. Section 7. TMC Section 16.26.040 is hereby reenacted to read as follows: 16.26.040 Fire Impact Fee Assessment A. The City shall collect fire impact fees from applicants seeking development approvals from the City for any development activity in the City for which building permits are required effective January 1, 2009, consistent with the provisions of this ordinance. B. Fire impact fees shall be assessed at the time of a technically -complete building permit application that complies with the City's zoning ordinances and building and development codes. Fire impact fees shall be collected from the fee payer at the time the building permit is issued, _- - -- =- - - - - -- -- -- - - Section 16.26.095. C. Except if otherwise exempt or deferred, the City shall not issue the required building permit unless or until the fire impact fees are paid. W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs Page 4 of 13 Section 8. TMC Section 16.26.050 is hereby reenacted to read as follows: 16.26.050 Use of Fire Impact Fees A. Pursuant to this ordinance, fire impact fees shall be used for fire facilities that will reasonably benefit growth and development, and only for fire protection facilities addressed by the City's Capital Facilities Element of the Comprehensive Plan. B. Fees shall not be used to make up deficiencies in City facilities serving an existing development. C. Fees shall not be used for maintenance and operations, including personnel. D. Fire impact fees shall be used for, but not limited to, land acquisition, site improvements, engineering and architectural services, permitting, financing, administrative expenses and applicable mitigation costs, and capital equipment pertaining to fire protection facilities. E. Fire impact fees may also be used to recoup public improvement costs incurred by the City to the extent that growth and development will be served by the previously constructed improvement. F. In the event bonds or similar debt instruments are or have been issued for fire facility improvements, impact fees may be used to pay the principal and interest on such bonds. Section 9. TMC Section 16.26.060 is hereby reenacted to read as follows: 16.26.060 Fire Impact Fee Capital Facilities Plan In order to collect fire impact fees, the City must first adopt a Fire Capital Facilities Plan as an element of the City's Comprehensive Plan. The City's Capital Facilities Plan for fire protection services shall consist of the following elements: 1. The City's capacity over the next six years, based on an inventory of the City's fire facilities both existing and under construction; 2. The forecast of future needs for fire facilities based upon the City's population projections; 3. A six-year financial plan component, updated as necessary, to maintain at least a six-year forecast for financing needed within projected funding levels; 4. Application of the formula set forth in this ordinance based upon the information in the Capital Facilities Plan; and 5. City Council Action. No new or revised impact fee shall be effective until adopted by the City Council following a duly advertised public hearing to consider the City's Capital Facilities Plan or plan update, except for fees adjusted through the annual update process outlined in TMC Section 16.26.080. W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs Page 5 of 13 21 Section 10. TMC Section 16.26.070 is hereby reenacted, thereby eliminating Figure 16-1, "Tukwila Fire Impact Fees, 2008;" and Figure 16-2, "Fire Department Capital Facilities List," and shall read as follows: 16.26.070 Fire Impact Fee Formula. A. The impact fee formula is based on the assumptions found in Figure 16 1. 2008 .___ List, "Tukwila Fire and Parks Impact Fee Rate Study, 2018," Exhibit A attached to the ordinance and by this reference fully incorporated herein. A fee schedule is codified as Figure 16-1, Fee Schedule, attached hereto as Exhibit B. B. Each development shall mitigate its impacts on the City's fire protection facilities by payment of a fee that is based on the type of land use and square footage of the development, and proportionate to the cost of the fire protection facility improvements necessary to serve the needs of growth. For residential development, fee amount is based on number of units; for commercial development, fee amount is based on square footage of the development. C. Applications for a change of use shall receive credit based on the existing use. This credit is calculated by deducting the fee amount of the existing use from the fee of the proposed use. Section 11. TMC Section 16.26.080, "Annual Fire Impact Fee Updates," is hereby established to read as follows: 16.26.080 Annual Fire Impact Fee Updates Fire impact fee rates shall be updated annually using the following procedures: 1. The Fire Chief shall use the Construction Cost Index for Seattle (June -June) published by the Engineering News Record to calculate annual inflation adjustments in the impact fee rates. The fire impact fees shall not be adjusted for inflation should the index remain unchanged. 2. The impact fee rates, as updated annually per TMC Section 16.26.080(1), shall be effective January 1, 2019, and on January 1 of each year thereafter, and a copy shall be provided to the City Council. Section 12. TMC Section 16.26.090 is hereby reenacted to read as follows: 16.26.080090 Individual Project Fire Impact Fee Adjustments A. The City may adjust a fire impact fee at the time the fee is imposed in order to consider unusual circumstances in specific cases to ensure that impact fees are imposed fairly. B. In calculating the fee imposed on a particular development, the City shall permit consideration of studies and data submitted by a developer in order to adjust the amount of the fee. The developer shall submit an independent fee calculation study to the Fire Chief who shall review the study to determine that the study: W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs 22 Page 6 of 13 1. Is based on accepted impact fee assessment practices and methodologies; 2. Uses acceptable data sources and the data used is comparable with the uses and intensities planned for the proposed development activity; 3. Complies with the applicable state laws governing impact fees; 4. Is prepared and documented by professionals who are mutually agreeable to the City and the developer and who are qualified in their respective fields; and 5. Shows the basis upon which the independent fee calculation was made. C. In reviewing the study, the Fire Chief may require the developer to submit additional or different documentation. If an acceptable study is presented, the Fire Chief may adjust the fee for the particular development activity. The Fire Chief shall consider the documentation submitted by the applicant, but is not required to accept such documentation that the Chief reasonably deems to be inaccurate or unreliable. D. A developer requesting an adjustment or independent fee calculation may pay the impact fees imposed by this ordinance in order to obtain a building permit while the City determines whether to partially reimburse the developer by making an adjustment or by accepting the independent fee calculation. Section 13. TMC Section 16.26.100 is hereby reenacted to read as follows: 16.26.898100 Credits In computing the fee applicable to a given development, credit shall be given for the fair market value measured at the time of dedication, for any dedication of land for improvements to, or new construction of, any fire protection facilities that are identified in the Capital Facilities Element and that are required by the City as a condition of approving the development activity. Section 14. TMC Section 16.26.110 is hereby reenacted to read as follows: 16.26.1--08110 Appeals A. Any fee payer may pay the impact fees imposed by this ordinance under protest in order to obtain a building permit. B. Appeals regarding fire impact fees imposed on any development activity may only be submitted by the fee payer of the property where such development activity will occur. No appeal shall be permitted unless and until the impact fee at issue has been paid. C. Determinations by the City staff with respect to the applicability of fire impact fees to a given development activity, or the availability of a credit, can be appealed to the City's Hearing Examiner pursuant to this section. W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM.bjs Page 7 of 13 23 D. An appeal shall be filed within 10 working days of payment of the impact fees under protest or within 10 working days of the City's issuance of a written determination of a credit or exemption decision by filing with the City Clerk a notice of appeal giving the reasons for the appeal and paying the accompanying appeal fee as set forth in the existing fee schedule for land use decisions. Section 15. TMC Section 16.26.120 is hereby reenacted to read as follows: 16.26.120 Exemptions. A. The fire impact fees are generated from the formula for calculating the fees as set forth in this chapter. The amount of the impact fees is determined by the information contained in the adopted fire department master plan and related documents, as appended to the City's Comprehensive Plan. All development activity located within the City shall be charged a fire impact fee; provided, that the following exemptions shall apply. B. The following shall be exempt from fire impact fees: 1. Replacement of a structure with a new structure having the same use, at the same site, and with the same gross floor area, when such replacement is within 12 months of demolition or destruction of the previous structure. 2. Alteration, expansion, or remodeling of an existing dwelling or structure where no new units are created and the use is not changed. 3. Construction of an accessory residential structure. 4. Miscellaneous improvements including, but not limited to, fences, walls, swimming pools, and signs that do not create an increase in demand for fire services. 5. Demolition of or moving an existing structure within the City from one site to another. 6. Fire impact fees for the construction of low-income housing may be reduced at the discretion of the Fire Chief when requested by the property owner in writing prior to permit submittal and subject to the following criteria: a. The property owner must gsubmitfal of a fiscal impact analysis of how a reduction in impact fees for the project would contribute to the creation of low-income housing; and eb- The developer property owner must record a covenant per RCW 82.02.060(3) that prohibits using the property for any purpose other than for low-income housing at the original income limits for a period of at least 10 years. At a minimum, the covenant must address price restrictions and household income limits for the low-income housing, and that if the property is converted to a use other than low income housing within 10 years, the property owner must pay the City the applicable impact fees in effect at the time of conversion. c. Should the property owner satisfy the criteria in TMC Section 16.26.120.B.6., a and b, and the Fire Chief determines a fee reduction is in the best interest of the City, the fees will be reduced, based on the following table: W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs 24 Page 8 of 13 Fee reduction table. Unit Size Affordability Target 1 Fee Reduction 2 or more bedrooms 80% 2 40% 2 or more bedrooms 60% 2 60% Any size 50% 2 80% 1 — Units to be sold or rented to a person or household whose monthly housing costs, including utilities other than telephone, do not exceed 30% of the household's monthly income. 2 — Percentage of King County Median family income adjusted for family size as reported by the U.S. Department of Housing and Urban Development. 7. Change of Use. A development permit for a change of use that has less impact than the existing use shall not be assessed a fire impact fee. 8. A fee payer required to pay for system improvements pursuant to RCW 43.21C.060 shall not be required to pay an impact fee for the same improvements under this ordinance. 9. A fee payer installing a residential fire sprinkler system in a single-family home shall not be required to pay the fire operations portion of the impact fee. The exempted fire operations impact fee shall not include the proportionate share related to the delivery of emergency medical services. Section 16. TMC Section 16.26.125 is hereby reenacted to read as follows: 16.26.125 Residential Impact Fee Deferral A. Purpose. The purpose of this chapter is to comply with the requirements of RCW . . fee deferral process for single family residential construction in order to promote economic recovery in the construction industry. BA. Applicability. 1. The provisions of this chaptersection shall apply to all impact fees established and adopted by the City pursuant to Chapter 82.02 RCW, including impact fees for fire facilities assessed under Tukwila Municipal Code Chapter 16.26. 2. Subject to the limitations imposed in the Tukwila Municipal Code, the provisions of this chaptersection shall apply to all building permit applications for single- family detached and single-family attached residential construction. For the purposes of this chaptersection, an "applicant" includes an entity that controls the named applicant, is controlled by the named applicant, or is under common control with the named applicant. W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs Page 9 of 13 25 -GB. Impact Fee Deferral. 1. Deferral Request Authorized. Applicants for single-family attached or single- family detached residential building permits may request to defer payment of required impact fees until the sooner of: a. final inspection; or b. the closing of the first sale of the property occurring after the issuance of the applicable building permit; which request shall be granted so long as the requirements of this chapter section are satisfied. 2. Method of Request. A request for impact fee deferral shall be declared submitted at the time of preliminary plat application (for platted development) or building permit application (for non -platted development) in writing on a form or forms provided by the City, along with payment of the applicable application or permit fees. 3. Calculation of Impact Fees. The amount of impact fees to be deferred under this chaptersection shall be determined as of the date the request for deferral is submitted. QC. Deferral Term. The term of an impact fee deferral granted under this chaptersection may not exceed 18 months from the date the building permit is issued ("Deferral Term"). If the condition triggering payment of the deferred impact fees does not occur prior to the expiration of the Deferral Term, then full payment of the impact fees shall be due on the last date of the Deferral Term. ED. Deferred Impact Fee Lien. 1. Applicant's Duty to Record Lien. An applicant requesting a deferral under this chapter section must grant and record a deferred impact fee lien, in an amount equal to the deferred impact fees, against the property in favor of the City in accordance with the requirements of RCW 82.02.050(3)(c). 2. Satisfaction of Lien. Upon receipt of final payment of all deferred impact fees for the property, the City shall execute a release of deferred impact fee lien for the property. The property owner at the time of the release is responsible, at his or her own expense, for recording the lien release. FE. Limitation on Deferrals. Each applicant for a single-family residential construction permit, in accordance with his or her contractor registration number or other unique identification number, is entitled to annually receive deferrals for the first 20 single- family residential construction building permits. The deferral entitlements allowed under identification number, per year. W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs 26 Page 10 of 13 16.26.095 Fire Impact Fee Deferral A. In order to encourage residential and mixed use development within the Tukwila Urban Center Transit Oriented Development (TUC TOD) zoning district, fee deferrals of following criteria arc met: 1chnically complete building permit 2. Before issuance of the building permit, the property owner must submit a written letter requesting that the fire impact fec be deferred. The City will not consider any fee deferral requests from a tenant, contractor, or other third party. The request must be submitted to the City no later than December 31, 2016. 3. The project must be located west of the Green River and be within the TUC TOD zoning district per Figure 18 16, District Map, in Title 18 of the Tukwila Municipal Code. it- The project must include at least 100 residential units and at least 50 percent or other similar transient lodging accommodations. 5. A fee deferral agreement between the City and the property owner must be executed prior to issuance of the building permit. The Mayor is authorized to execute such agreements on behalf of the City. Provisions must be included in the agreement to secure payment of the deferred impact fees, plus accrued interest, in the case of default subject property, letter of credit and/or surety bond. appeals under TMC Section 16.26.100. requests including, but not limited to, the ability of the property owner to satisfy the obligations of the agreement and pay the deferred impact fees. The Mayor is authorized issuance. The property owner shall make 8 equal, annual installment payments to the City, with the first payment due to the City no later that-36-menth-s after issuance of the building permit, with the final payment being due no later than 120 months from icsuancc of the building permit. The property owner may pay off the entire balance any time prior to the end of the 10 year deferral term. D. Interest shall be charged on deferred fire impact fees. The interest rate shall be the same as the stated interest rate on the Ten Y ar US Tr asury Note on the date the building permit is is ucd (or closest date thereof). Interest shall be compounded annually and shall begin to accrue upon issuance of the building permit. W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs Page 11 of 13 27 E. The fire impact fee deferral agreement may be consolidated with any agreements to defer park, transportation, or building permit fees as outlined in TMC Chapters 9.48 and 16.28, and the consolidated permit fee schedule adopted by resolution of the City Council. Section 17. TMC Section 16.26.130 is hereby reenacted to read as follows: 16.26.1-1-0130 Refunds A. If the City fails to expend or encumber the impact fees within 10 years from the date the fees were paid, unless extraordinary, compelling reasons exist for fees to be held longer than 10 years, the current owner of the property on which the impact fees were paid may receive a refund of such fees. Such extraordinary or compelling reasons shall be identified in written findings by the City Council. B. The City shall notify potential claimants by first class mail that they are entitled to a refund. In determining whether impact fees have been expended or encumbered, impact fees shall be considered expended or encumbered on a first -in, first -out basis. C. Owners seeking a refund must submit a written request for a refund of the fees to the City within one year of the date the right to claim a refund arises or notice is given, whichever comes later. D. Any impact fees for which no application has been made within the one-year period shall be retained by the City and expended on appropriate fire facilities. E. Refunds of impact fees shall include any interest earned on the impact fees by the City. Section 18. TMC Section 16.26.140 is hereby reenacted to read as follows: 16.26.439140 Authority Unimpaired Nothing in this ordinance shall preclude the City from requiring the fee payer to mitigate adverse environmental effects of a specific development pursuant to the State Environmental Policy Act, Chapters 43.21 C RCW and/or Chapter 58.17 RCW, governing plats and subdivisions, provided that the exercise of this authority is consistent with Chapters 43.21C and 82.02 RCW. Section 19. Corrections by City Clerk or Code Reviser. Upon approval of the City Attorney, the City Clerk and the code reviser are authorized to make necessary corrections to this ordinance, including the correction of clerical errors; references to other local, state or federal laws, codes, rules, or regulations; or ordinance numbering and section/subsection numbering. Section 20. Severability. If any section, subsection, paragraph, sentence, clause or phrase of this ordinance or its application to any person or situation should be held to be invalid or unconstitutional for any reason by a court of competent jurisdiction, such invalidity or unconstitutionality shall not affect the validity or constitutionality of the remaining portions of this ordinance or its application to any other person or situation. W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs 28 Page 12 of 13 Section 21. Effective Date. This ordinance or a summary thereof shall be published in the official newspaper of the City, and shall take effect and be in full force five days after passage and publication as provided by law. PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at a Regular Meeting thereof this day of , 2018. ATTEST/AUTHENTICATED: Christy O'Flaherty, MMC, City Clerk APPROVED AS TO FORM BY: Rachel B. Turpin, City Attorney Allan Ekberg, Mayor Filed with the City Clerk: Passed by the City Council: Published: Effective Date: Ordinance Number: Attachments: Exhibit A — Tukwila Fire and Parks Impact Fee Rate Study, 2018 Exhibit B — Fee Schedule W: Word Processing\Ordinances\Fire Impact Fees -TMC 16.26 re-enacted strike-thru 4-2-18 PM:bjs Page 13 of 13 29 30 Exhibit A Tukwila Fire and Park Impact Fee Rate Study, 201 8 Rate Study to Update Tukwila's Fire and Parks Impact Fees Prepared for: The City of Tukwila Prepared by: BERK Consulting, Inc. rill BERK Date: April 2018 :ii Fire and Parks Impact Fees Update Rate Study 1 Introduction I Contents 1 Introduction 3 1.1 Purpose 3 1.1.1 Impact Fee Definition 3 1.1.2 Requirements for Impact Fee Rate Calculation 5 2 Fee Calculations 5 2.1 Anticipated Growth 5 2.1.1 Residential: Population, Housing, and Household Size 6 2.1.2 Commercial: Employment 7 2.1.3 Funding Other than Impact Fees 7 2.1.4 Level of Service and Methodology 7 2.1.5 Capital Plans 11 2.1.6 Identified Capital Projects 11 2.1.7 Future Need 12 2.1.8 Service Areas 13 2.1.9 Unadjusted Rate Schedules 13 2.1.10 Proportionate Share 15 2.1.11 Adjusted Rate Schedule 16 3 Plan Amendments 19 3.1 Financial Planning Model and Capital Improvement Program 19 3.2 Tukwila Parks, Recreation and Open Space Plan 19 4 Attachments 20 4.1 Appendix A: List of System Improvements 21 4.1.1 Fire System Improvements List 21 4.1.2 Parks System Improvements List 21 4.2 Appendix B: System Valuation for Fire and Parks 22 32 mill Fire and Parks Impact Fees Update Rate Study I Introduction I 2 1 Introduction 1.1 PURPOSE The City of Tukwila enacted Growth Management Act impact fees in 2008 in order to fund growth -driven needs in fire and emergency services and recreation, parks, and open space. In 2017, the City engaged BERK Consulting to update these rates to incorporate current growth projections, to respond to newly adopted fire and parks capital needs, and to address perceived shortcomings in the 2008 fee structure. This study outlines the purpose and requirements for impact fees, documents the technical assumptions and methodology for fee calculation, presents the findings from these calculations, and includes proposed amendments to planning documents and an updated capital projects list. 1.1.1 Impact Fee Definition Statutory Growth Management Act impact fees are those fees charged by a local government on new development to recover a portion of the cost of capital facility improvements needed to serve that new development. Specifically, the Washington State Legislature outlined the intent of local impact fees in RCW 82.02.050: (1) It is the intent of the legislature: (a) To ensure that adequate facilities are available to serve new growth and development; (b) To promote orderly growth and development by establishing standards by which counties, cities, and towns may require, by ordinance, that new growth and development pay a proportionate share of the cost of new facilities needed to serve new growth and development; and (c) To ensure that impact fees are imposed through established procedures and criteria so that specific developments do not pay arbitrary fees or duplicative fees for the same impact. (2) Counties, cities, and towns ... are authorized to impose impact fees on development activity as part of the financing for public facilities, provided that the financing for system improvements to serve new development must provide for a balance between impact fees and other sources of public funds and cannot rely solely on impact fees. Impact fees may be charged to help pay for: public transportation and road facilities; fire protection facilities; schools; and public parks, open space, and recreation facilities. Local governments are authorized to charge fees only for system improvements that are reasonably related to the new development, do not exceed a proportionate share of the costs of necessary system improvements, and are only used for system improvements that will reasonably benefit the new development (RCW 82.02.050(3)). In addition, cities' "financing for system improvements to serve new development must provide for a balance between impact fees and other sources of public funds" — i.e., impact fees cannot be the sole source of funding for system improvements that address growth impacts. �i'I Fire and Parks Impact Fees Update Rate Study I Introduction I 3 33 According to the provisions of RCW 82.02.060, impact fees must be adjusted for other revenue sources that are paid by development, if such payments are earmarked or proratable to particular system improvements. Likewise, the City must provide impact fee credit if the developer dedicates land or improvements identified in the City's adopted Capital Facilities Plan and such construction is required as a condition of development approval. Collected impact fees may only be spent on public facilities identified in a capital facilities plan and may only be spent on capital costs; they may not be used to pay for operating expenses or maintenance activities. (RCW82.02.050(4)). Potential Deficiencies Based on RCW 82.02.050(4), the capital facilities plan must identify "[d]eficiencies in public facilities serving existing development and the means by which existing deficiencies will be eliminated within a reasonable period of time," and must distinguish such deficiencies from "[a]dditional demands placed on existing public facilities by new development." The extent to which deficiencies exist is determined by the level of service (LOS) standard that the City uses to measure the impact created by development. Fire As part of developing the 2016 Public Safety Plan, the City conducted a Facilities Needs Assessment that considered the state of the City's four fire stations, both in their ability to respond to current needs and anticipated future growth. That assessment found that all four stations are undersized and three have significant deficiencies (Investing in Tukwila, 2015-1 2-14, p 1 1 ). However, those three stations with deficiencies are being relocated or replaced with facilities that not only address existing deficiencies but also plan for additional future growth. For example, capacity for additional apparatus bays were added to the plans for Stations 51 and 54 "to accommodate future population growth" (City of Tukwila, "Public Safety Plan Fire Station Programming and Budget Implications", Information Memo, 2017-06-08, p 93 of Council Agenda Synopsis for Tukwila City Council Meeting of 2017-06-12). Only those portions of the plans to relocate and/or replace stations, apparatus, and equipment were considered in this study. Parks In the City of Tukwila's 2014 Parks, Recreation and Open Space Plan, 10 service access gaps were identified throughout the City (Tukwila PROS Plan: Parks and Recreation Needs Analysis, p 9). These gaps are based on a Level of Service standard that all residents and visitors should be within 1/4 to 1/2 miles of a City -owned park (Needs Analysis, p 7). In compliance with RCW 82.02.050, these 10 gaps are not included in the capital projects used to calculate impact fees in this study. The capital projects used in this study are described in 2.1.6 Identified Capital Projects on page 11. Project Eligibility Impact fee legislation requires that impact fees only be used for system improvements that benefit the new development and relate to the demand from new development. To the extent these projects extend fire service and parks capacity, the growth -related portion of capital project costs can be funded by impact fees. RCW 82.02.050(3) specifies that impact fees: 34 .111 Fire and Parks Impact Fees Update Rate Study I Introduction I 4 (a) Shall only be imposed for system improvements that are reasonably related to the new development; (b) Shall not exceed a proportionate share of the costs of system improvements that are reasonably related to the new development; and (c) Shall be used for system improvements that will reasonably benefit the new development. Examples of the types of Tukwila Fire Department and Tukwila Parks and Recreation projects that are impact -fee eligible include building additional square footage to accommodate future additional bays to planned fire stations, new fire equipment, development of the Tukwila Pond Trail and Boardwalk, installing artificial turf to athletic fields to allow increased hours of use. A list of the specific projects that could support growth is found in Appendix A. 1.1.2 Requirements for Impact Fee Rate Calculation Impact fee must be assessed in accordance with the requirements of RCW 82.02 subsections 050 through 090. The schedule must be based on a formula or consistent method (RCW 82.02.060(1)). The fees must be adjusted for the share of future taxes or other available funding sources. The means by which the proportionate share reduction is calculated is guided by RCW 82.02.060: (1) ...In determining proportionate share, the formula or other method of calculating impact fees shall incorporate, among other things, the following: (a) The cost of public facilities necessitated by new development; (b) An adjustment to the cost of the public facilities for past or future payments made or reasonably anticipated to be made by new development to pay for particular system improvements in the form of user fees, debt service payments, taxes, or other payments earmarked for or proratable to the particular system improvement; (c) The availability of other means of funding public facility improvements; (d) The cost of existing public facilities improvements; and (e) The methods by which public facilities improvements were financed. 2 Fee Calculations 2.1 ANTICIPATED GROWTH Based the available capital project lists, demographic projections, and 10 -year expenditure window for collected impact fees, this study incorporates growth for the 10 -year period between 2018 and 2027. Additional consideration was made for the following period within the City's 20 -year planning period of the Comprehensive Plan, 2028-2031 or later. As the City identifies capital projects in the later part of the planning period window, the City will update the rate schedule accordingly. The City of Tukwila provided employment and household growth estimates for 2010-2030 consistent with the City of Tukwila assumptions for its long-range growth in consultation with PSRC. BERK incorporated :1111 Fire and Parks Impact Fees Update Rate Study I Fee Calculations 15 35 employment, population, household size, and housing unit data from the Office of Financial Management (OFM), Puget Sound Regional Council (PSRC), U.S. Census Bureau's American Community Survey (ACS), the King County Countywide Planning Policies, and the City of Tukwila Comprehensive Plan. Using linear interpolation to adapt the twenty-year City estimates to the 10 -year impact fee timeline, BERK found annual expected growth in employment and residential figures for population, housing, and household size. These results are split between commercial employees and residents below. 2.1.1 Residential: Population, Housing, and Household Size The City of Tukwila provided internal estimates of growth in housing units. BERK calculated City of Tukwila resident population by applying PSRC household size estimates to the City's housing unit estimates. These projections assume a linear growth trend, which is different from what the City will actually experience as projects tend to get built during economic upturns and construction slows during recessions and economic downturns. Exhibit 1 shows household size, housing units, and population projections. Both PSRC and the U.S. Census Bureau's ACS produce average household sizes for the City of Tukwila. The ACS estimates include a greater level of detail of the estimated population residing in different housing types, but the PSRC figures more closely align with the OFM population estimates prepared for counties and cities planning under the Growth Management Act. Generally, the PSRC figures are used in this study except when a greater level of detail is needed by housing type, in which case ACS estimates are used. There are some small discrepancies between housing targets. The 201 2 King County Countywide Planning Policies set growth targets for the City of Tukwila of 4,800 new housing units between 2006 and 2031. These targets were updated in the King County Buildable Lands Report 2014, where the 2031 housing unit target was adjusted to 4,773 more units by 2031 based on a base year of 2012 and accounting for residential building permits. The City of Tukwila Comprehensive Plan contains a 2031 housing target of 4,800 housing units (p 3-5). This analysis assumes an additional 4,773 units to be added between 2012 and 2031 given the updated status of the target. Using linear extrapolation between 2017 and 2031 results in a target of 3,108 new units by 2027. Exhibit 1. Projected Household Size, 2017 and 2018-2027 YEAR HOUSEHOLD SIZE HOUSING UNITS POPULATION 2017 2.51 7,833 19,660 2018 2.44 8,085 19,695 2027 2.27 10,749 24,367 2018-2027 Change 2,916 4,707 Notes: PSRC provides estimates for the average household size for 2025, 2030, 2035, and 2040. BERK used linear extrapolation between these years to estimate the expected annual household size. Sources: OFM, 2017; City of Tukwila, 2017; PSRC, 2008-2017; BERK Consulting, 2017. The King County Countywide Planning Policies set growth targets for the City of Tukwila that represent a 40% increase in housing units by the end of 2027. 36 =i,l Fire and Parks Impact Fees Update Rate Study I Fee Calculations 6 The King County Countywide Planning Policies do not differentiate between housing types in growth targets. To find the expected breakdown of single family and multifamily, BERK used the historic housing type estimates from OFM's Postcensal Estimates of Housing Units reports to find the expected change in single family/multifamily. Exhibit 2 shows projected housing unit growth by type. Exhibit 2. Projected Change in Housing Units by Type, 2018-2027 HOUSING TYPE UNITS Single Family 1,412 Multifamily 1,504 2018-2027 Change 2,916 Note: OFM includes three categories — Single Family, Multifamily, and Mobile Homes/Specials; for this analysis, Mobile Homes/Specials were included in Single Family. Sources: City of Tukwila, 2017; ACS, 2011-2015; BERK Consulting, 2017. 2.1.2 Commercial: Employment The City of Tukwila provided estimates of employment growth for 201 3-2030, which BERK interpolated using PSRC's most recent 2015 employment estimates to fit the 2018-2027 impact fee timeline. Employment projections for 201 8-2027 are shown in Exhibit 3 below. Exhibit 3. Projected Employment, 2013-2030 YEAR EMPLOYMENT 2013 2017 2018 2027 45,098 50,330 50,924 56,599 2018-2027 Change 6,269 Sources: City of Tukwila, 2017; PSRC, 2008-2015; BERK Consulting, 2017. While not as large of an increase as is estimated for housing, the PSRC estimates suggests a significant increase in employees of 12.5% over a ten-year period. 2.1.3 Funding Other than Impact Fees BERK used historic budget actuals provided by the City to find the expected share of funding related to growth — please see 2.1.10 Proportionate Share on page 15. 2.1.4 Level of Service and Methodology To collect impact fees for parks, the City of Tukwila has identified parks facilities and services necessary to support growth. By law, these projects must be addressed in a capital facilities plan (RCW 82.02.050(4)). The Growth Management Hearing Board concluded in McVittie 1999 that local governments need a locally -established minimum standard to provide the basis for objective measurement :i" Fire and Parks Impact Fees Update Rate Study I Fee Calculations I 7 37 of need for those projects necessary to support growth (McVittie, 99-3-0016c, FDO, at 25), or a Level of Service (LOS) standard. The City of Tukwila created five land use categories for determining Fire and Parks Impact Fees. These five categories are: • Residential: Single Family • Residential: Multi -Family • Commercial: Retail • Commercial: Office • Commercial: Industrial Tukwila Fire Department uses a response time approach as a Level of Service standard. A response time LOS standard is included in both the 2008 Tukwila Fire Department Comprehensive Master Plan and the 2017 City of Tukwila Fire Station Location Study. The existing system investment is what the City has determined is necessary to maintain their identified LOS standard for the current population. In order to maintain this standard, the Fire Department needs to add capacity to respond to development driven increases in fire service incidents. To determine the cost of the additional needed capacity on a per residential unit and per commercial square foot basis, BERK estimated the 2017 replacement cost of the Tukwila Fire Department's system divided by the number of incidents per development type. This created a cost per incident. Combining the average number of incidents per development type with the cost per incident produced a cost per unit. Each step is described below. To find the 2017 replacement cost, BERK estimated the cost of the land, facilities, and equipment/apparatus. The methodology for each is described separately. Land: To determine the replacement cost of the Tukwila Fire Department's land, BERK used GIS and King County Assessor data to find the average land value within one-quarter mile of each the four current Tukwila Fire Department stations. These land values ranged from $8-$15 per square foot; by multiplying the surrounding aggregate land value per square foot by the fire lot square feet, BERK estimated the land values for each of the four fire station parcels. Facilities: The City recently received updated cost estimates for replacing and/or relocating three of the four fire stations (stations 51, 52, and 54). BERK generated a station -level cost per square foot by dividing the estimated project cost by the proposed square footage. The existing station sizes were multiplied by the cost per square foot to find a replacement cost for the stations as they exist today. The cost of the Tukwila Emergency Operations Center (EOC) was separated from station 51, where it is currently housed, and brought out as a separate project as part of the planned Tukwila Justice Center, which will include the EOC. Equipment and Apparatus: Using a combination of data from the 2008 Tukwila Fire Department Comprehensive Master Plan, City financial records of fire capital investments from 2008-2017, and the City's fleet services replacement schedule for fire equipment and apparatus, an estimate of the replacement costs for the City's fire equipment and apparatus inventory was calculated. Adding these three figures together, BERK estimates that the 2017 total replacement value of Tukwila Fire Department System is estimated to be approximately $51.0M; please see Exhibit 4 for a 38 :i,l Fire and Parks Impact Fees Update Rate Study I Fee Calculations 8 breakdown by investment type. For the complete inventory valuation, see Error! Reference source not found.. Exhibit 4. Tukwila Fire Department System Replacement Cost, 2017 SYSTEM INVESTMENT TYPE TOTAL VALUE (2017$) Land Stations $2,838,000 $46,800,000 Equipment and Apparatus $8,225,000 Tota I $57,863,000 Sources: Tukwila Fire Department, 2008, City of Tukwila, 2008-2017; King County Assessor's Office, 2017; BERK Consulting, 2017. With the system replacement cost estimate, the number of incidents were needed to create a cost per incident. Using a 10 -year period of data, BERK analyzed Tukwila Fire Department fire and emergency responses between 2008 and 2017 (the 2017 data only covered a portion of the year). The 46,475 response incidents from this period were summarized by property type to find the number of response incidents produced by each of the five impact fee land use categories. The incidents per property type were analyzed for anomalies and the 201 6 incident data, the most recent full data set, was used to project future incidents. Incidents that could not be directly attributed to one of the five property types were allocated based on the proportionate share of directly attributable incidents of each property type to the total. The Tukwila Fire Department uses the National Fire Incident Reporting System (NFIRS) to categorize all department responses by address, response type, duration, etc. BERK aligned the NFIRS categories with the City's five impact fee categories (Single Family, Multifamily, Retail, Office, and Industrial) to create annual and total incidents per type. The Tukwila Fire Department incidents analysis is summarized in Exhibit 5 below. Fire and Parks Impact Fees Update Rate Study I Fee Calculations 9 39 Exhibit 5. Tukwila Fire Department Fire and Emergency Response Incidents by Property Type, 2016 2016 % OF INCIDENTS TOTAL Residential Single Family_ Multifamily 973 18% 1,182 22% Residential Subtotal 2,154 40% Commercial Retail Office Industrial 2,034 38% 806 15% 329 6% Commercial Subtotal 3,169 60% All Incidents 5,323 100% Notes: Using the National Fire Incident Reporting System (NFIRS), Tukwila Fire Department maintains records of all department responses by address, response type, duration, etc. Sources: Tukwila Fire Department, 2008-2017; BERK Consulting, 2017. Parks Tukwila Parks and Recreation has two LOS standards, one as outlined in the 2014 PROS Plan based on access, and one included in the proposed amended version of the 2014 PROS Plan based on the per capita investment. • Parks LOS 1: All residents and visitors should be within 1/4 to 1/2 mile of a City -owned park. • Parks LOS 2: The investment per capita of the City's park systems including land and facilities commensurate with the current level of investment as growth occurs. Taken together, these LOS standards direct the City's response to increased demand, both growth related and due to changes in population. BERK estimated the replacement value of park investments per capita for the City's park system, including both land and facilities. This analysis can be used to determine the total new investment that would be needed to keep the current level of investment per capita accounting for future population and employment growth. Land: to determine the replacement cost of Tukwila Parks and Recreation's land, BERK used GIS and King County Assessor data to find the average land value within one-quarter mile of each of the 22 Tukwila Parks and Recreation parks. These land value ranged from $5-$21 per square foot; but multiplying the surrounding aggregate land value per square foot by the parks' square feet, BERK estimated the land values for each of the 22 parks parcels. Improvements: to determine the replacement cost of the improvements located on parks parcels, BERK coordinated with Tukwila Parks and Recreation to generate an inventory of all facility improvements, and 40 :i,I Fire and Parks Impact Fees Update Rate Study I Fee Calculations I10 their respective replacement costs. Facilities inventoried ranged from playgrounds, restrooms, and fields to trails, lighting, and shelters; improvements that increased the usability and capacity of park land. Adding these two figures together, BERK estimates that the 2017 total replacement value of Tukwila Parks and Recreation system is $107.9M; please see Exhibit 6 for a breakdown by investment type. Exhibit 6. Parks and Recreation System Replacement Cost, 2017 SYSTEM INVESTMENT TYPE TOTAL VALUE (2017$) Land $74,700,000 Improvements Total $33,200,000 $107,900,000 Sources: King County Assessor's Office, 2017; City of Tukwila, 2015-2017; BERK Consulting, 2017. 2.1.5 Capital Plans The City of Tukwila has developed a capital project list that includes investments to support and facilitate the increased usage of existing park and recreation assets to meet growing demand as well as strategic expansions of the system as opportunities arise. This list of projects needed to accommodate future growth is used to calculate a base LOS Standard for impact fee rate setting, as described below. 2.1.6 Identified Capital Projects The City of Tukwila adopted the 2017-2022 Financial Planning Model and Capital Improvement Program (CIP) in December of 201 6. The CIP has the identified capital improvement projects for both Tukwila Parks and Recreation and the Tukwila Fire Department for the next six years. In addition to a description of each project, the CIP contains annual cost projections and expected revenues. As part of the process of updating the fire and parks impact fee rates, the City has proposed to amend the CIP to reflect updated project cost estimates and recalculated impact fee eligibility based on updated growth projections. With these changes, the amended CIP contains the identified capital projects used to update the impact fee program. Appendix A: List of System Improvements, lists the 13 projects identified by City of Tukwila staff related to serving new growth and Exhibit 7 provides a summary of those system improvements that are impact fee eligible. Exhibit 7. Impact Fee Eligible System Improvement Projects NUMBER OF TOTAL ANTICIPATED PERCENT OF PROJECTS PROJECT COST PROJECT FUNDING TOTAL COST FROM IMPACT FEES FUNDED BY IMPACT FEES Fire Impact Fee Eligible Parks Impact Fee Eligible 4 $74,846,000 $18,791,720 9 $46,722,000 $23,561,750 25% 50% Total 13 $121,568,000 $42,353,470 35% .111 Fire and Parks Impact Fees Update Rate Study I Fee Calculations Note: One transportation project, the TUC Pedestrian Bridge, was identified in the CIP as parks impact fee eligible and is included in Impact Fee Eligible Parks Projects total. Sources: City of Tukwila CIP 2017-2022; BERK Consulting, 2017. Working with City staff, BERK calculated impact fee -eligible costs associated with each project by estimating the portion of each project that is related to growth, resulting in an estimated impact fee -eligible need of $42M. This need is based on the projects identified at the time of this memo; as part of the periodic update of master planning documents, especially the six-year CIP, the City of Tukwila will update the capital project list and additional value needed. In addition to the periodic review as required by the Washington State Growth Management Act, the City has included provisions in both impact fees to allow for automatic inflation adjustments. Funding Other than Impact Fees The identified need under the base LOS was also reduced by subtracting other funding sources that have already been identified to fund these projects. The proposed ordinance includes up to 80% discounts of the fee for low-income housing as allowed in RCW 82.02. The City identified expected funding for parks capital facilities in the CIP. The draft impact fee eligible project list included with this memo identifies any funding other that impact fees by project. 2.1.7 Future Need Fire: The future need for fire will be determined by the number of incidents produced by new development. As described in 2.1.4 Level of Service and Methodology on page 7 above, BERK used past incidents information to estimate typical number of incidents by commercial development type. Parks: Unlike fire, the City's financial need related to growth for Parks is the lesser of two numbers — the future needs identified by the LOS standards or the capital projects that the City has identified. Any given LOS standard may suggest that City will need to invest in capital projects at a level that is not physically or financially possible. For example, the City's parks access -based LOS standard may suggest a necessary investment that in an area where there is no land available. Exhibit 8 below contains the comparison between the expected need using the per capita system investment LOS service standard and the planned capital projects that the City has identified. Exhibit 8. Parks Future Needs Identified by Per Capita LOS Standard and Identified Capital Projects 2017 SERVICE VALUE NEW SERVICE IDENTIFIED POPULATION (2017$) POPULATION, NEED, 2018- 2018-2027 2027 (2017$) Residential Visitor (Commercial) Total 19,660 50,330 4,707 7,334 69,990 $107,900,000 12,041 Per Capita System Investment Value $1,542 42 sill Fire and Parks Impact Fees Update Rate Study I Fee Calculations 1 12 Expected Need to Keep $1 8,562,972 Investment per Capita Planned Projects $23,561,750 Per Capita Share of Planned $1,957 Projects Study Per Capita Need $1,542 (System Investment) Source: City of Tukwila, 2017; BERK Consulting, 2017. 2.1.8 Service Areas Both the Tukwila Fire Department and the City of Tukwila have one service area that corresponds with the City's boundaries. The Tukwila Fire Department has service sharing agreements with adjacent fire districts which result in some responses to incidents outside of City limits and also results in some City incidents including responses from other fire departments. 2.1.9 Unadjusted Rate Schedules For both fire and parks impact fees, BERK found the expected fee by development before adjusting for expected proportionate share. In keeping with the existing impact fee structure, BERK calculated five fees depending upon the development type. These five are: • Residential: Single Family • Residential: Multi -Family [determine how ADUs will be addressed] • Commercial: Retail • Commercial: Office • Commercial: Industrial For residential development, impact fees are charged per dwelling unit, not per person. To connect residential units by type to the number of people, this study used information from the U.S. Census Bureau's ACS 5 -Year Estimates. The single-family dwellings were assumed to have an average of 2.89 people living in them compared to an average of 2.51 in multi -family dwellings (see Exhibit 2 on page 7 for more information). For impact fees collected on commercial developments, fees are charged per 1,000 square feet of development. The unadjusted rates are as shown in Exhibit 9 below. :i'I Fire and Parks Impact Fees Update Rate Study I Fee Calculations 113 43 Exhibit 9. Unadjusted Rate Schedules for Fire and Parks by Development Type FIRE: RESIDENTIAL SINGLE MULTIFAMILY TOTAL FAMILY 2016 Residential Units 3,795 4,004 7,799 201 6 Incidents per Property Type 973 1,182 2,154 Average Incidents per Residential Unit Type 0.256 0.295 Cost per Incident $10,870 Unadjusted Fee: Cost per Unit $2,785.67 $3,207.96 FIRE: COMMERCIAL RETAIL OFFICE INDUSTRIAL TOTAL 2016 Built Square Feet 7,087,600 7,183,598 13,778,128 28,049,326 201 6 Incidents per Property Type 2,034 806 329 3,169 Incidents per Built 1,000 Sq. Ft. 0.287 0.112 0.024 Cost per Incident $10,870 Unadjusted Fee: Cost per 1,000 $3,119.80 Gross Sq. Ft. $1,219.63 $259.36 44 :��I Fire and Parks Impact Fees Update Rate Study Fee Calculations I 1 4 PARKS: RESIDENTIAL SINGLE MULTIFAMILY TOTAL FAMILY Identified Service Area Capital Need from Growth $23,561,750 Per Capita Investment Needed to Respond to Growth for Service Area Population $1,542 Household Size 2.89 2.51 Unadjusted Fee: Cost per Unit $4,448.83 $3,875.51 PARKS: COMMERCIAL RETAIL OFFICE INDUSTRIAL TOTAL Identified Service Area Capital Need from Growth $23,561,750 Per Capita Investment Needed to Respond to Growth for Service Area Population $1,542 Expected Employees per 1,000 Sq. Ft. 2.47 2.22 1.23 Unadjusted Fee: Cost per 1,000 Gross $3,803.22 $3422.54 $1,890.51 Sq. Ft. Sources: BERK Consulting, 2017 These schedules represent intermediary steps to a final rate schedule; each must be adjusted for the expected proportion of future funding contributed by growth. 2.1 .1 0 Proportionate Share As required RCW 82.02.030(1), BERK calculated the proportionate share of future payments reasonably anticipated to be made by new development users in the form of fees, debt service payments, taxes, and other payments specific to the identified public facilities. To project these on-going revenue sources, BERK evaluated financial actuals provided by City staff for 2008-2017 (in the case of 2017, budgeted amounts were used as the year had not been completed at the time of this study). These revenues were inflation-adjusted to a single year dollar basis using the Puget Sound -area All Urban Consumer Price Index. In total, 15 revenue sources were projected through the study period. Revenues were finally converted into per capita estimates for consistency with this study's growth projection methodology. The historic portion of general fund used to for fire and parks projects was used and applied to projected future general fund revenues to find the amount expected to be spent on fire and parks capital projects from general fund revenues. :ill Fire and Parks Impact Fees Update Rate Study I Fee Calculations 115 45 Exhibit 10. Proportionate Share of Expected Fire and Parks Revenues FIRE REVENUES Average 2018-2027 Annual Fire Capital Revenues $2,562,800 Average 2018-2027 Service Population 76,291 Estimated 2018-2027 Fire Per Capita Contribution $33.59 PARKS REVENUES Average 2018-2027 Annual Parks Capital Revenues $1,052,487 Average 201 8-2027 Service Population Estimated 201 8-2027 Parks Per Capita Contribution 76,291 $13.80 Note: All amounts show in 2017 dollars. Source: BERK Consulting, 2017. 2.1.1 1 Adjusted Rate Schedule BERK incorporated the proportionate share revenue estimates in the unadjusted rates to create adjusted rate schedules. The park rate schedule for commercial property types was further adjusted to reflect the usage differential between employees and residents, referred to as the population coefficient adjustment (assuming 9 hours x 5 days = 45 hours per week for employees versus 12 hours x 7 days = 84 hours for residents). These rate schedules represent the final rate study calculation of suggested impact fee rates. The adjusted rate schedules are presented in Exhibit 11 below. Exhibit 11. Adjusted Rate Schedules for Fire and Parks by Development Type FIRE: RESIDENTIAL SINGLE MULTIFAMILY TOTAL FAMILY 2016 Units 3,795 2016 Incidents per Property Type 973 4,004 7,799 1,182 2,154 Average Incidents per Unit 0.256 0.295 Cost per Incident $10,870 Unadjusted per Unit Fee $2,785.67 $3,207.96 Expected Revenue per Capita People per Unit $33.59 2.89 2.51 Expected Revenue per Unit $96.94 $84.45 Adjusted Fire Impact Fee Rates per Unit *** $2,688.73 $3,123.51 46 :SII Fire and Parks Impact Fees Update Rate Study I Fee Calculations 16 FIRE: COMMERCIAL RETAIL OFFICE INDUSTRIAL TOTAL 2016 Built Square Feet 2016 Incidents per Property Type Incidents per Built 1,000 Gross Sq. Ft. Cost per Incident 7,087,600 7,183,598 2,034 806 0.287 0.112 13,778,128 28,049,326 329 3,169 0.024 $10,870 Unadjusted Fee per 1,000 Gross Sq. Ft. $3,119.80 $1,219.63 $259.36 Expected Revenue per Employee $33.83 Employees per 1,000 Gross Sq. Ft. 2.47 2.22 1.23 Expected Revenue per 1,000 Gross Square Feet $82.87 $74.58 $41.19 Adjusted Fire Impact Fee Rates per 1,000 Gross Sq. Ft. *** $3,036.96 $1,145.05 $218.16 Before effect of City policy decisions. �i,� Fire and Parks Impact Fees Update Rate Study I Fee Calculations 11747 PARKS: RESIDENTIAL SINGLE FAMILY MULTIFAMILY TOTAL Identified Service Area Capital Need from Growth Per Capita Investment Needed to Respond to Growth for Service Area Population Household Size Unadjusted per Unit Fee Expected Revenue per Capita People per Unit $23,531,750 $1,542 2.89 2.51 $4,448.83 $3,875.51 Expected Revenue per Unit $13.80 2.89 2.51 $39.81 $34.68 Adjusted Parks Impact Fee Rates per Unit *** $4,409.02 $3,840.83 PARKS: COMMERCIAL RETAIL OFFICE INDUSTRIAL TOTAL 2016 Built Square Feet 7,087,600 7,183,598 13,778,128 28,049,326 Identified Service Area Capital Need from Growth $23,531,750 Per Capita Investment Needed to Respond to Growth for Service Area Population $1,542 Expected Employees per 1,000 Sq. Ft. 2.47 2.22 1.23 Expected Employees Adjusted for 1.32 1.19 .66 Population Coefficient Unadjusted Fee per 1,000 Gross Sq. Ft. $2,034.97 $1,834.56 $1,017.49 Expected Revenue per Employee Expected Employees per 1,000 Sq. Ft. 2.47 2.22 1.23 Expected Revenue per 1,000 Gross Sq. Ft. $34.03 $30.63 $16.92 $13.80 Adjusted Parks Impact Fee Rates per 1,000 Gross Sq. Ft. *** $2,000.94 $1,803.93 $1,000.57 Sources: BERK Consulting, 2017 ** Before effect of policy decisions by City. 48 aim, Fire and Parks Impact Fees Update Rate Study Fee Calculations 1 1 8 3 Plan Amendments As part of the process of updating the fire and parks impact fee rates, two City planning documents were amended to reflect updated information 3.1 FINANCIAL PLANNING MODEL AND CAPITAL IMPROVEMENT PROGRAM The City amended the 2017-2022 Financial Planning Model and Capital Improvement Program (CIP) to reflect updated project cost estimates, recalculated impact fee eligibility based on current growth projections, and adjusted projects. 3.2 TUKWILA PARKS, RECREATION AND OPEN SPACE PLAN The City amended the 2014 Tukwila Parks, Recreation and Open Space Plan (PROS Plan) to include a second Level of Service standard of maintaining the system value per capita as growth occurs, to allow the City to respond to growth in those areas where a park was already within 1/4 to Y2 mile of development as well as to respond to growth in newly developing areas. :111 Fire and Parks Impact Fees Update Rate Study I Plan Amendments 119 49 4 Attachments 4.1 APPENDIX A: LIST OF SYSTEM IMPROVEMENTS 4.1 .1 Fire System Improvements List 4.1 .2 Parks System Improvements List 50 :AI Fire and Parks Impact Fees Update Rate Study I Attachments I 20 4.1 APPENDIX A: LIST OF SYSTEM IMPROVEMENTS 4.1.1 Fire System Improvements List FIRE PROJECT NAME COST (2017$) IMPACT FEE ELIGIBLE PROJECT FUNDING FROM IMPACT FEES % OF PROJECT FUNDED BY IF Relocate Fire Station 51 $12,509,000 Replace Fire Station 52 $17,652,000 Yes $4,254,320 34% Yes $7,455,960 42% Replace Fire Station 54 $14,753,000 Yes $7,081,440 Fire Apparatus & Equipment $29,932,500 Yes $74,846,000 0 $1 8,791,720 48% 0% Sources: City of Tukwila and Tukwila Fire Department, 2017; BERK Consulting, 2017. 4.1.2 Parks System Improvements List PARKS PROJECT NAME COST (2017$) IMPACT FEE ELIGIBLE PROJECT FUNDING FROM IMPACT FEES % OF PROJECT FUNDED BY IF Park Acquisition $2,200,000 Yes $2,200,000 100% Park Improvements $1,838,000 Yes $459,500 25% Duwamish Hill Preserve $8,018,000 Yes $2,004,000 25% Tukwila Pond Trail & Boardwalk $7,250,000 Tukwila South Trail $6,525,000 Yes $5,437,500 75% Yes $4,893,750 75% Macadam Winter Garden & Wetland Open Space Improvements $1,450,000 Yes $725,000 50% $5,800,000 Yes $4,350,000 75% Tukwila Urban Center Pedestrian Bridge Synthetic Turf Field $10,741,000 Yes $1,317,000 $2,900,000 Yes $46,722,000 12% $2,175,000 $ 23,561,750 75% 50% Sources: City of Tukwila, 2017; BERK Consulting, 2017. :ill 21 51 4.2 APPENDIX B: VALUATION FOR FIRE AND PARKS 4.2.1 Fire Exhibit 12. Summary of Fire Assets and Values ASSET TYPE NUMBER VALUE (2017$) Apparatus Land 45 vehicles and equipment, including 5 pumpers 4 Parcels Fire Stations 4 Stations, 1 EOC $8,224,500 $2,838,167 $46,800,328 $57,862,995 Exhibit 13. Fire Equipment and Apparatus TOTAL FIRE EQUIPMENT AND APPARATUS DESCRIPTION VALUE (2017$) Chevy Lumina sedan $ 30,000 Ford Taurus sedan Ford Crown Victoria sedan $40,000 $55,000 Ford Expedition SUV $70,000 Ford Expedition SUV $42,322 International rescue truck Darley pumper $ 275,000 $700,000 Darley pumper MCI Tow vehicle $700,000 $80,000 Quad Cab Pickup 4x4 $79,000 Ford Expedition SUV $65,000 Trailer, mass casualty $35,000 Trailer, mass casualty $35,000 Aerial ladder truck, Pierce $1,800,000 Pumper, Ferrara $700,000 Pumper, Ferrara $700,000 Pumper, Pierce Pumper, Pierce $875,000 $875,000 Van, Chevy Astro $30,000 1/2 Ton Pickup, Chevy $50,000 3/4 Ton Pickup, Ford $60,000 3/4 Ton Pickup, Ford extended cab $65,000 '/2 Ton Pickup, extended cab $80 000 Ford Expedition SUV $80,000 Ford Expedition SUV $80,000 Trailer $2,000 Trailer, 32 FT $25,500 52 :ill Fire and Park Impact Fee Rate Study, 201 8 I Attachments I 22 Trailer, Strong Boy, Tria-axle $71,000 Trailer, Carnai, Rescue boat $1,500 Trailer, Utility $3,000 Trailer, Whiteman $10,000 Trailer, Haulmark $90,000 Trailer Cargomate $10,000 Utility, John Deere HPX Gater $12,000 Flatbed Ford Super duty Forklift Hyster Boat, rescue $60,000 $ 20,000 $ 30,000 Generator, trailer -mounted $25,000 Trailer, EZ Loader $10,000 Boat, Woolridge (50% Fire, 50% Police) $25,000 Boat, Woolridge (50% Fire, 50% Police) Trailer, EZ Loader Ford Escape SUV Trailer, Cargomate Trailer, Cargomate $25,000 $5,500 $30,000 $10,000 $10,000 Aid Car, Ford Rescue $190,000 Total Apparatus Replacement Cost (2017$) $8,224,500 Exhibit 14. Fire Land Values FIRE LOT AGGREGATE LAND PROJECTED FIRE STATION ADDRESS SQ. FT. VALUE/SQ. FT. LAND VALUE (2017$) (2017$) Station 51 Station 52 Station 53 Station 54 444 Andover Park E 5900 S 147th St 4202 S 115th St 81,000 50,530 111,064 4237 S 144th St 38,860 $15.32 $8.14 $7.76 $1,241,182 $411,454 $862,121 $8.32 $323,411 Totals 281,454 $2,838,167 Exhibit 15. Fire Station Values EXISTING FIRE COST PER STATION ADDRESS SQ. FT. SQ. FT. (2017$) PROJECTED REPLACEMENT COST FOR FIRE STATIONS (2017$) Station 51 Station 52 444 Andover Park E 17,700 $1,048 $21,247,262 5900 S 147th St Station 53 4202 S 115th St 3,350 $1,171 Station 54 EOC (Housed in Station 51) 4237 S 144th St 14,000 $ 3,779,372 $15,794,389 5,300 $1,165 $5,979,304 444 Andover Park E $1,350 Totals $46,800,328 :ill Fire and Park Impact Fee Rate Study, 201 8 I Attachments 23 53 PARK NAME PARK SQ. FT. AVERAGE LAND PROJECTED PARK VALUE PER SQ. FT. LAND VALUE 57th Ave South Park Cascade View Park 17,424 $5.05 $168,976 $12.08 $1,204,125 $7.26 $35022305 26,136 $7.44 $211,610 4,356 $11.39 $531156 $10.44 $2,950,349 104,544 Crystal Springs Park 479,160 Hazelnut Park Riverton Mini Park Tukwila Park 278,784 Bicentennial Park 56,628 $16.46 $995,237 Codiga Park 291,852 $14.99 $4,479,299 Duwamish Hill Preserve 378,972 $13.40 $4,574,921 Fort Dent Park (Starfire Sports Complex) 2,234,628 $7.11 $17,300,293 Ikawa Park (Japanese Garden) 8,712 $13.57 $133,423 Macadam Wetlands & Winter Garden 431,244 $7.60 $3,422,262 Tukwila Community Center 553,212 $13.00 $7,108,895 Tukwila Pond Park 513,480 $37.53 $19,269,943 Black River Lot 13,068 $6.19 $78,589 Christensen Road Property/Riverview 130,680 Plaza Riverfront $17.30 Green River Lot 4,356 $13.28 $2,371,865 $65,665 Interurban Hill Lot 74,052 $6.83 $587,357 Southgate Park 474,804 Tukwila Hill 78,408 Tukwila Parkway $9.63 $4,666,669 $6.84 $586,807 43,560 $15.17 $741,420 Wilcox Drive/Pamela Drive Open Space 30,492 $4.02 $202,482 4.2.2 Parks Exhibit 16. Summary of Parks Assets and Values ASSET TYPE VALUE (2017$) Equipment and Investments $33,224,110 Land $74,675,648 Total $107,899,758 Exhibit 17. Parks Land Values Total 9,682,860 $74,675,648 54 It Fire and Park Impact Fee Rate Study, 201 8 I Attachments I24 CITY OF TUKWILA FIRE IMPACT FEE SCHEDULE Exhibit B RESIDENTIAL - per dwelling unit (a) (b) Single family (d) With fire sprinkler system installed Multi -family COMMERCIAL/NON-RESIDENTIAL - per 1,000 square feet of development (c) (c) (c) (a) (b) (c) (d) (e) (f) Retail Office Industrial/manufacturing Unadjusted Adjusted Fee FIRE Fee fee (e) Reduction Impact (e) (f) Fee $ 2,786 $ 2,689 40% $ 1,671 $ 1,571 $ 3,208 $ 3,124 40% $ 1,925 $ 3,120 $ 3,037 40% $ 1,872 $ 1,220 $ 1,145 40% $ 732 $ 259 $ 218 40% $ 156 Attached accessory dwelling units are exempt from impact fees. A structure with more than two dwelling units. See the more detailed land use descriptions in the Land Use Categories document. 6% discount for single family units with fire sprinkler system installed representing the portion of all incidents that were fire only - as opposed to emergency medical incidents. Per 16.26.120, B. 9. of the Tukwila Municipal Code, "A fee payer installing a residential fire sprinkler system in a single-family home shall not be required to pay the fire operations portion of the impact fee." From the "Tukwila Fire and Park Impact Fees Rate Study, 2018". Fee reduction to retain economic competitiveness. 55 56 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, REPEALING ORDINANCE NOS. 2485 AND 2366, AS CODIFIED IN TUKWILA MUNICIPAL CODE CHAPTER 16.28; REPEALING ORDINANCE NO. 2521 §7, 8 AND 9; REENACTING TMC CHAPTER 16.28, "PARKS IMPACT FEES," TO AMEND THE PROCESS FOR IMPOSING AND ADMINISTERING PARKS IMPACT FEES TO BETTER ADDRESS THE NATURE OF DEVELOPMENT ACTIVITY IN TUKWILA; ADDING REGULATIONS RELATING TO ANNUAL PARKS IMPACT FEE UPDATES; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, the City Council adopted Ordinance No. 2366 on March 5, 2012; Ordinance No. 2485 on October 19, 2015; and Ordinance No. 2521 on December 5, 2016, all related to impact fees; and WHEREAS the City may periodically update its impact fee schedules to reflect changes in the cost of completing planned improvements and the fair share contribution applicable to new growth; and WHEREAS, on April 23, 2018, the Tukwila City Council, following adequate public notice, held a public hearing on the draft ordinance; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY ORDAINS AS FOLLOWS: Section 1. Repealer. Ordinance Nos. 2485 and 2366 are hereby repealed in their entirety. Section 2. Repealer. Ordinance No. 2521, §7, 8 and 9 is hereby repealed, these sections were codified as follows: TMC Section 16.28.030, "Definitions" TMC Section 16.28.120, "Exemptions" TMC Section 16.28.125, "Residential Impact Fee Deferral" W. Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM: bjs Page 1 of 13 57 Section 3. TMC Chapter 16.28 Reenacted. Tukwila Municipal Code (TMC) Chapter 16.28 is hereby reenacted to read as follows: CHAPTER 16.28 PARKS IMPACT FEES Sections: 16.28.010 Authority and Purpose 16.28.020 Findings 16.28.030 Definitions 16.28.040 Parks Impact Fee Assessment 16.28.050 Use of Parks Impact Fees 16.28.060 Parks Impact Fee Capital Facilities Plan 16.28.070 Parks Impact Fee Formula 16.28.080 Annual Parks Impact Fee Updates 16.28.090 Individual Projects Parks Impact Fee Adjustments 16.28.095 Parks Impact Fce Deferral 16.28.100 Credits 16.28.110 Appeals 16.28.120 Exemptions 16.28.125 Residential Impact Fee Deferral 16.28.130 Refunds 16.28.140 Authority Unimpaired Section 4. TMC Section 16.28.010 is hereby reenacted to read as follows: 16.28.010 Authority and Purpose A. Authority. The City of Tukwila's impact fee financing program has been developed pursuant to the City of Tukwila's policy powers, the Growth Management Act as codified in Chapter 36.70A of the Revised Code of Washington (RCW). B. Purpose. The purpose of the financing plan is to: 1. Develop a program consistent with Tukwila's Parks and Recreation Department Capital Facilities Plan for joint public and private financing of public parks facilities and services necessitated in whole or in part by development within the City of Tukwila; 2. Create a mechanism to charge and collect fees to ensure that development bears its proportionate share of the capital costs of public parks facilities necessitated by development; and 3. Ensure fair collection and administration of such parks impact fees. W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs 58 Page 2 of 13 Section 5. TMC Section 16.28.020 is hereby reenacted to read as follows: 16.28.020 Findings The City Council finds and determines that growth and development in the City create additional demand and need for public parks facilities in the City, and the City Council finds that growth and development should pay its proportionate share of the costs of the facilities needed to serve the growth and development in the City. Therefore, pursuant to RCW 36.70A and RCW 82.02.050 through 82.02.100, which authorize the City to impose and collect impact fees to fund public facilities that serve growth, the City Council adopts this ordinance to impose parks impact fees for parks services. It is the Council's intent that the provisions of this ordinance be liberally construed in establishing the parks impact fee program. Section 6. TMC Section 16.28.030 is hereby reenacted to read as follows: 16.28.030 Definitions Terms or words not defined herein shall be defined pursuant to RCW 82.02.090 when given their usual and customary meaning. For the purposes of this ordinance, unless the context or subject matter clearly requires otherwise, the words or phrases defined in this section shall have the following meanings: 1. "Accessory residential structure" means a structure that is incidental and subordinate to the principal residence on the property and is physically detached to the principal residence, but does not include accessory dwelling units. For example, a detached garage or storage shed for garden tools are considered accessory residential structures. 2. "Accessory dwelling unit (ADU)" means a dwelling unit that is within or attached to a single-family dwelling or in a detached building on the same lot as the primary single-family dwelling. An ADU is distinguishable from a duplex by being clearly subordinate to the primary dwelling unit, both in use and appearance. 4-3. "Building permit" means an official document or certification of the City of Tukwila issued by the City's building official which authorizes the construction, alteration, enlargement, conversion, reconstruction, remodeling, rehabilitation, erection, placement, demolition, moving, or repair of a building or structure. 2/1. "City" means the City of Tukwila, Washington, County of King. 35. "Development activity" means any construction, reconstruction, or expansion of a building, structure, or use, or any changes in use of a building or structure, or any changes in the use of land, requiring development approval. 46. "Development approval" means any written authorization from the City, which authorizes the commencement of the "development activity." -57. "Encumber" means to reserve, set aside, or earmark the parks impact fees in order to pay for commitments, contractual obligations, or other liabilities incurred for the provision of parks services. W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs Page 3 of 13 59 68. "Fee payer" is a person, corporation, partnership, an incorporated association or governmental agency, municipality, or similar entity commencing a land development activity that requires a building permit and creates a demand for additional parks capital facilities. 79. "Impact fee" means the payment of money imposed by the City on development activity pursuant to this ordinance as a condition of granting development approval in order to pay for the parks facilities needed to serve growth and development that is a proportionate share of the cost of parks capital facilities used for facilities that reasonably benefit development. Impact fees do not include reasonable permit fees, application fees, administrative fees for collecting and handling parks impact fees, or the cost of reviewing independent fee calculations. 810. "Low-income housing" means housing where monthly costs, including utilities other than telephone, do not exceed are no greater than 30% of the resident's household monthly income and where household monthly income must be is 80% or less of the King County Median family income adjusted for family size as reported by the U.S. Department of Housing and Urban Development. 911. "Owner" means the owner of record of real property, as found in the records of King County, Washington, or a person with an unrestricted written option to purchase property; provided, that if the real property is being purchased under a recorded real estate contract, the purchaser shall be considered the owner of the property. 1012. "Parks facilities" means those capital facilities identified as park and recreational facilities in the City's Capital Facilities Plan. 1-1-13. "Proportionate share" means that portion of the cost for parks facility improvements that are reasonably related to the service demands and needs of development. Section 7. TMC Section 16.28.040 is hereby reenacted to read as follows: 16.28.040 Parks Impact Fee Assessment A. The City shall collect parks impact fees from applicants seeking development approvals from the City for any development activity in the City for which building permits are required, effective January 1, 2009, consistent with the provisions of this ordinance. B. Parks impact fees shall be assessed at the time of a technically -complete building permit application that complies with the City's zoning ordinances and building and development codes. Parks impact fees shall be collected from the fee payer at the time the building permit is issued, unless a fee deferral agreement is executed pursuant to TMC Section 16.26.095. C. Except if otherwise exempt or deferred, the City shall not issue the required building permit unless or until the parks impact fees are paid. W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs 60 Page 4 of 13 Section 8. TMC Section 16.28.050 is hereby reenacted to read as follows: 16.28.050 Use of Parks Impact Fees A. Pursuant to this ordinance, parks impact fees shall be used for parks facilities that will reasonably benefit growth and development, and only for park facilities addressed by the City's Capital Facilities Element of the Comprehensive Plan. B. Fees shall not be used to make up deficiencies in City facilities serving an existing development. C. Fees shall not be used for maintenance and operations, including personnel. D. Parks impact fees shall be used for but not limited to land acquisition, site improvements, engineering and architectural services, permitting, financing, administrative expenses and applicable mitigation costs, and capital equipment pertaining to parks facilities. E. Parks impact fees may also be used to recoup public improvement costs incurred by the City to the extent that growth and development will be served by the previously constructed improvement. F. In the event bonds or similar debt instruments are or have been issued for parks facility improvements, impact fees may be used to pay the principal and interest on such bonds. Section 9. TMC Section 16.28.060 is hereby reenacted to read as follows: 16.28.060 Parks Impact Fee Capital Facilities Plan In order to collect parks impact fees, the City must first adopt a parks capital facilities plan as an element of the City's Comprehensive Plan. The City's Capital Facilities Plan for parks services shall consist of the following elements: 1. The City's capacity over the next six years, based on an inventory of the City's parks facilities both existing and under construction; 2. The forecast of future needs for parks facilities based upon the City's population projections; 3. A six-year financial plan component, updated as necessary, to maintain at least a six-year forecast for financing needed within projected funding levels; 4. Application of the formula set forth in this ordinance based upon the information in the capital facilities plan; and 5. City Council Action. No new or revised impact fee shall be effective until adopted by the City Council following a duly advertised public hearing to consider the City's Capital Facilities Plan or plan update, except for fees adjusted through the annual update process outlined in TMC Section 16.28.080. W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs Page 5 of 13 61 Section 10. TMC Section 16.28.070 is hereby reenacted, thereby eliminating Figure 16-3, "2008 Tukwila Parks Impact Fees Calculation," and Figure 16-4, "Tukwila Parks Capital Facilities List," and shall read as follows: 16.28.070 Parks Impact Fee Formula A. The impact fee formula is based on the assumptions found in Figure 16-3, 2008 t_.ist,"Tukwila Fire and Parks Impact Fee Rate Study, 2018," Exhibit A attached to the ordinance and by this reference fully incorporated herein. A fee schedule is codified as Figure 16-1. Fee Schedule, attached hereto as Exhibit B. B. Each development shall mitigate its impacts on the City's parks facilities by payment of a fee that is based on the type of land use and square footage of the development, and proportionate to the cost of the parks facility improvements necessary to serve the needs of growth. For residential development, fee amount is based on number of units; for commercial development, fee amount is based on square footage of the development. C. Applications for a change of use shall receive credit based on the existing use. This credit is calculated by deducting the fee amount of the existing use from the fee of the proposed use. Section 11. TMC Section 16.28.080, "Annual Parks Impact Fee Updates," is hereby established to read as follows: 16.28.080 Annual Parks Impact Fee Updates Park impact fee rates shall be updated annually using the following procedures: 1. The Director of Parks and Recreation ("Director) shall use the Construction Cost Index for Seattle (June -June) published by the Engineering News Record to calculate annual inflation adjustments in the impact fee rates. The parks impact fees shall not be adjusted for inflation should the index remain unchanged. 2. The impact fee rates, as updated annually per TMC Section 16.28.080(1), shall be effective January 1, 2019, and on January 1 of each year thereafter, and a copy shall be provided to the City Council. Section 12. TMC Section 16.28.090 is hereby reenacted to read as follows: 16.28.080090 Individual Project Parks Impact Fee Adjustments A. The City may adjust a parks impact fee at the time the fee is imposed in order to consider unusual circumstances in specific cases to ensure that impact fees are imposed fairly. B. In calculating the fee imposed on a particular development, the City shall permit consideration of studies and data submitted by a developer in order to adjust the amount of the fee. The developer shall submit an independent fee calculation study to the Director of Parks and Recreation, who shall review the study to determine that the study: W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs 62 Page 6 of 13 1. Is based on accepted impact fee assessment practices and methodologies; 2. Uses acceptable data sources and the data used is comparable with the uses and intensities planned for the proposed development activity; 3. Complies with the applicable state laws governing impact fees; 4. Is prepared and documented by professionals who are mutually agreeable to the City and the developer and who are qualified in their respective fields; and 5. Shows the basis upon which the independent fee calculation was made. C. In reviewing the study, the Director of Parks and Recreation ("Director") may require the developer to submit additional or different documentation. If an acceptable study is presented, the Director Recreation may adjust the fee for the particular development activity. The Director shall consider the documentation submitted by the applicant, but is not required to accept such documentation that the Director reasonably deems to be inaccurate or unreliable. D. A developer requesting an adjustment or independent fee calculation may pay the impact fees imposed by this ordinance in order to obtain a building permit while the City determines whether to partially reimburse the developer by making an adjustment or by accepting the independent fee calculation. Section 13. TMC Section 16.28.100 is hereby reenacted to read as follows: 16.28.090100 Credits In computing the fee applicable to a given development, credit shall be given for the fair market value measured at the time of dedication, for any dedication of land for improvements to, or new construction of, any parks facilities that are identified in the Capital Facilities Element and that are required by the City as a condition of approving the development activity. Section 14. TMC Section 16.28.110 is hereby reenacted to read as follows: 16.28.4 0110 Appeals A. Any fee payer may pay the impact fees imposed by this ordinance under protest in order to obtain a building permit. B. Appeals regarding parks impact fees imposed on any development activity may only be submitted by the fee payer of the property where such development activity will occur. No appeal shall be permitted unless and until the impact fee at issue has been paid. C. Determinations by the City staff with respect to the applicability of parks impact fees to a given development activity, or the availability of a credit, can be appealed to the City's Hearing Examiner pursuant to this section. W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs Page 7 of 13 63 D. An appeal shall be filed within 10 working days of payment of the impact fees under protest or within 10 working days of the City's issuance of a written determination of a credit or exemption decision by filing with the City Clerk a notice of appeal giving the reasons for the appeal and paying the accompanying appeal fee as set forth in the existing fee schedule for land use decisions. Section 15. TMC Section 16.28.120 is hereby reenacted to read as follows: 16.28.120 Exemptions A. The parks impact fees are generated from the formula for calculating the fees as set forth in this chapter. The amount of the impact fees is determined by the information contained in the adopted parks master plan and related documents, as appended to the City's Comprehensive Plan. All development activity located within the City shall be charged a parks impact fee; provided, that the following exemptions shall apply. B. The following shall be exempt from parks impact fees: 1. Replacement of a structure with a new structure having the same use, at the same site, and with the same gross floor area, when such replacement is within 12 months of demolition or destruction of the previous structure. 2. Alteration, expansion, or remodeling of an existing dwelling or structure where no new units are created and the use is not changed. 3. Construction of an accessory residential structure. 4. Miscellaneous improvements including, but not limited to, fences, walls, swimming pools, and signs that do not create an increase in demand for parks services. 5. Demolition of or moving an existing structure within the City from one site to another. 6. Parks impact fees for the construction of low-income housing may be reduced at the discretion of the Parks and Recreation Director when requested by the property owner in writing prior to permit submittal and subject to the following criteria: a. The property owner must Ssubmittat of a fiscal impact analysis of how a reduction in impact fees for the project would contribute to the creation of low-income housing; and Gb. The developer property owner must record a covenant per RCW 82.02.060(3) that prohibits using the property for any purpose other than for low-income housing at the original income limits for a period of at least 10 years. At a minimum, the covenant must address price restrictions and household income limits for the low-income housing, and that if the property is converted to a use other than low income housing within 10 years, the property owner must pay the City the applicable impact fees in effect at the time of conversion. c. Should the property owner satisfy the criteria in TMC Section 16.28.120.B.6., a and b, and the Director determines a fee reduction is in the best interest of the City, the fees will be reduced, based on the following table: W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs 64 Page 8 of 13 b. Fee reduction table. Unit Size Affordability Target 1 Fee Reduction 2 or more bedrooms 80% 2 40% 2 or more bedrooms 60% 2 60% Any size 50% 2 80% 1 — Units to be sold or rented to a person or household whose monthly housing costs, including utilities other than telephone, do not exceed 30% of the household's monthly income. 2 — Percentage of King County Median family income adjusted for family size as reported by the U.S. Department of Housing and Urban Development. 7. Change of Use. A development permit for a change of use that has less impact than the existing use shall not be assessed a parks impact fee. 8. A fee payer required to pay for system improvements pursuant to RCW 43.21 C.060 shall not be required to pay an impact fee for the same improvements under this ordinance. Section 16. TMC Section 16.28.125 is hereby reenacted to read as follows: 16.28.125 Residential Impact Fee Deferral A. Purpose. The purpose of this chapter is to comply with the requirements of RCW recovery in the construction industry. gA. Applicability. 1. The provisions of this chapter section shall apply to all impact fees established and adopted by the City pursuant to Chapter 82.02 RCW, including parks impact fees assessed under Tukwila Municipal Code Chapter 16.28. 2. Subject to the limitations imposed in the Tukwila Municipal Code, the provisions of this chapter section shall apply to all building permit applications for single- family detached and single-family attached residential construction. For the purposes of this chaptersection, an "applicant" includes an entity that controls the named applicant, is controlled by the named applicant, or is under common control with the named applicant. W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM.bjs Page 9 of 13 65 GB. Impact Fee Deferral. 1. Deferral Request Authorized. Applicants for single-family attached or single- family detached residential building permits may request to defer payment of required impact fees until the sooner of: a. final inspection; or b. the closing of the first sale of the property occurring after the issuance of the applicable building permit; which request shall be granted so long as the requirements of this chapter section are satisfied. 2. Method of Request. A request for impact fee deferral shall be declared submitted at the time of preliminary plat application (for platted development) or building permit application (for non -platted development) in writing on a form or forms provided by the City, along with payment of the applicable application or permit fees. 3. Calculation of Impact Fees. The amount of impact fees to be deferred under this chapter section shall be determined as of the date the request for deferral is submitted. DC. Deferral Term. The term of an impact fee deferral granted under this chapter section may not exceed 18 months from the date the building permit is issued ("Deferral Term"). If the condition triggering payment of the deferred impact fees does not occur prior to the expiration of the Deferral Term, then full payment of the impact fees shall be due on the last date of the Deferral Term. ED. Deferred Impact Fee Lien. 1. Applicant's Duty to Record Lien. An applicant requesting a deferral under this chapt r section must grant and record a deferred impact fee lien, in an amount equal to the deferred impact fees, against the property in favor of the City in accordance with the requirements of RCW 82.02.050(3)(c). 2. Satisfaction of Lien. Upon receipt of final payment of all deferred impact fees for the property, the City shall execute a release of deferred impact fee lien for the property. The property owner at the time of the release is responsible, at his or her own expense, for recording the lien release. FE. Limitation on Deferrals. Each applicant for a single-family residential construction permit, in accordance with his or her contractor registration number or other unique identification number, is entitled to annually receive deferrals for the first 20 single- family residential construction building permits. The deferral entitlements allowed under identification number, per year. W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs 66 Page 10 of 13 16.28.095 Parks Impact Fee Deferral A. In order to encourage residential and mixed use development within the Tukwila Urban Center Transit Oriented Development (TUC TOD) zoning district, fee deferrals of 1. The property owner must submit a technically complete building permit application clearly depicting the project for which the fee deferral agreement will apply. 2. Before issuance of the building permit, the property owner must submit a written letter requesting that the parks impact fee be deferred. The City will not consider e e be submitted to the City no later than December 31, 2016. 3. The project must be located west of the Green River and be within the TUC TOD zoning district per Figure 18 16, District Map, in Title 18 of the Tukwila Municipal Code. �. The project must include at I ast 100 residential units and at least 50 percent of this section, the term "residential" does not include hotels, motels, bed and breakfasts or other similar transient lodging accommodations. ee-- . e••. -- executed - executed prior to issuance of the building permit. The Mayor is authorized to execute such agreements on behalf of the City. Provisions must be included in the agreement to .- e by the property owner. Provisions may include, but are not limited to, a lien against appeals under TMC Section 16.28.100. e ee -. requests including, but not limited to, the ability of the property owner to satisfy the City, and/or to protect the public welfare. i'suance. The property owner shall make 8 equal, annual installment payments to the City, with the first payment due to the City no later than 36 months after issuance of the building permit, with the final payment being due no later than 120 months from issuance of -the building permit. The property owner may pay off the entire balance any time prior to the end of the 10 year deferral term. the building permit is issued (or closest date thereof). Interest shall be compounded -ee- W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs Page 11 of 13 67 68 E. The parks impact fcc deferral agreement may be consolidated with any Council. Section 17. TMC Section 16.28.130 is hereby reenacted to read as follows: 16.28.140130 Refunds A. If the City fails to expend or encumber the impact fees within 10 years from the date the fees were paid, unless extraordinary, compelling reasons exist for fees to be held longer than 10 years, the current owner of the property on which the impact fees were paid may receive a refund of such fees. Such extraordinary or compelling reasons shall be identified in written findings by the City Council. B. The City shall notify potential claimants by first class mail that they are entitled to a refund. In determining whether impact fees have been expended or encumbered, impact fees shall be considered expended or encumbered on a first -in, first -out basis. C. Owners seeking a refund must submit a written request for a refund of the fees to the City within one year of the date the right to claim a refund arises or notice is given, whichever comes later. D. Any impact fees for which no application has been made within the one-year period shall be retained by the City and expended on appropriate parks facilities. E. Refunds of impact fees shall include any interest earned on the impact fees by the City. Section 18. TMC Section 16.28.140 is hereby reenacted to read as follows: 16.28.130 140 Authority Unimpaired Nothing in this ordinance shall preclude the City from requiring the fee payer to mitigate adverse environmental effects of a specific development pursuant to the State Environmental Policy Act, Chapters 43.21C RCW and/or Chapter 58.17 RCW, governing plats and subdivisions, provided that the exercise of this authority is consistent with Chapters 43.21C and 82.02 RCW. Section 19. Corrections by City Clerk or Code Reviser. Upon approval of the City Attorney, the City Clerk and the code reviser are authorized to make necessary corrections to this ordinance, including the correction of clerical errors; references to other local, state or federal laws, codes, rules, or regulations; or ordinance numbering and section/subsection numbering. Section 20. Severability. If any section, subsection, paragraph, sentence, clause or phrase of this ordinance or its application to any person or situation should be held to be invalid or unconstitutional for any reason by a court of competent jurisdiction, such invalidity or unconstitutionality shall not affect the validity or constitutionality of the remaining portions of this ordinance or its application to any other person or situation. W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM:bjs Page 12 of 13 Section 21. Effective Date. This ordinance or a summary thereof shall be published in the official newspaper of the City, and shall take effect and be in full force five days after passage and publication as provided by law. PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at a Regular Meeting thereof this day of , 2018. ATTEST/AUTHENTICATED: Christy O'Flaherty, MMC, City Clerk APPROVED AS TO FORM BY: Rachel B. Turpin, City Attorney Allan Ekberg, Mayor Filed with the City Clerk: Passed by the City Council: Published: Effective Date: Ordinance Number: Attachments: Exhibit A — Tukwila Fire and Parks Impact Fee Rate Study, 2018 Exhibit B — Fee Schedule W: Word Processing\Ordinances\Parks Impact Fees -TMC 16.28 re-enacted strike-thru 4-2-18 PM.bjs Page 13 of 13 69 70 Exhibit A Tukwila Fire and Parks Impact Fee Rate Study, 2018 For Exhibit A to this Parks Impact Fee ordinance, refer to the "Tukwila Fire and Parks Impact Fee Rate Study, 2018" that is included as Exhibit A with the Fire Impact Fee ordinance. 71 72 CITY OF TUKWILA PARK IMPACT FEE SCHEDULE EXHIBIT B RESIDENTIAL - per dwelling unit (a) (b) Unadjusted Adjusted Fee PARK Fee (e) fee (e) Reduction Impact Fee (f) Single family $ 4,449 $ 4,409 40% $ 2,669 Multi -family $ 3,876 $ 3,841 40% $ 2,325 COMMERCIAL/NON-RESIDENTIAL - per 1,000 square feet of development (c) Retail $ 2,035 $ 2,001 40% $ 1,221 (c) Office $ 1,835 $ 1,804 40% $ 1,101 (d) K-12 Educational facilities $ 220 (c) Industrial/manufacturing $ 1,017 $ 1,001 40% $ 610 Attached accessory dwelling units are exempt from impact fees. A structure with more than two dwelling units. See the more detailed land use descriptions in the Land Use Categories document. 80% discount for K-12 educational facilities. From the "Tukwila Fire and Park Impact Fees Rate Study, 2018". Fee reduction to retain economic competitiveness. 73 CITY OF TUKWILA FIRE AND PARK IMPACT FEE UPDATE, 2018 REGIONAL IMPACT FEE COMPARISION - FIRE Land Use Categories Residential - per housing unit Single family FIRE IMPACT FEES CATEGORY MIX Tukwila 2018 (a) ! Renton ! Puget Snd ! Issaquah Unadj Adj Reduced to I RFA (b) I RFA (d) Tukwila 2018 Renton RFA Puget Sound RFA Issaquah 100% Var. 1 40% I I I I I I I I I I I I 2,786 2,689 1,671 830 1,741 796 830 I I I I I 3,208 3,124 1,925 965 1,639 1,091 I I 965 I I I I I Resid All /Comm 46% 26% 54% 30% Resid All /Comm 46% 24% 54% 28% Resid All /Comm 52% 25% 48% 23% Resid All /Comm 42% 25% 58% 34% Duplex Multifamily Accessory dwelling unit TOTAL RESIDENTIAL 5,994 5,812 3,596 1,795 3,380 1,887 100% 57% 100% 52% 100% 48% 100% 58% Commercial/Non-Residential - per 1,000 SF Retail 1 r I 1 r I I I 3,120 3,037 1,872 1,250 1,210 820 I I I 1,290 I I 360 i 3,920 i i 12,290 2,360 . 2,670 I 5,9201 I 7,790 68% 29% 27% 12% 6% 2%_ 75% 36% 16% 8% 9% 4% 33% 17% 33% 17% 33% 17% 61% 25% 19% 8% 19% 8% hotel/motel/resort Medical care facility (hospital) Leisure facilities Restaurant/lounge Average Office I I 2,948 4,786 I I I 1,220 1,145 732 I I I I i 2601 1,990 560 I 720 4,480 I 1,210 , ! I I 260 8,550 500 1,040 3,990 Medical/dental office Church/non-profit Education Special Public Facilities Average Industrial i i 1,602 2,868 259 218 156 1 f iI 150 I I 1,210 I I_ 260 TOTAL NON-RESIDENTIAL 4,599 4,400 2,759 1,660 1 3,630 1,340 100% 43% 100% 48% 100% 52% 100% 42% TOTAL • 10,592 10,212 6,355 3,455 . 7,010 3,227 100% 100% 100% 100% (a) From the Tukwila Fire and Park Impact Fees Rate Study, 2018; unadjusted fees are reduced to retain economic competitiveness in region. (b) 2018, 2017-2018 City of Renton Fee Schedule DRAFT Tukwila_Impact_Fee_Model_FinComm04172018.xlsb 4/11/2018 CITY OF TUKWILA FIRE AND PARK IMPACT FEE UPDATE, 2018 REGIONAL IMPACT FEE COMPARISON - PARKS Land Use Categories CATEfORY MIX Tukwila 2018 (a) Unadj Adj Reduced Renton (b) Ed- Issa- mondsquah(d)I Red- mond Bothell (f) Tukwila 2018 Renton Edmonds Issa- quah Red- mond Bothell I I (c) I (e) 100% I Var. I 40% I I I I I Resid All Resid All Resid All Resid All Resid All Resid All I I I I /Comm /Comm /Com /Comm /Com /Comm Residential - per housing unit I I I I I I Single family 4,449 4,409 2,669 2,740 2,734 6,174 4,585 1,557 53% 34% 55% 55% 54% 30% 54% 31% 59% 45% 50% 24% mobile home 1,944 4,009 I I I I I I I Multifamily 3,876 3,841 2,325 2,2241 2,340 5,317 3,183 1,557 47% 29% 45% 45% 46% 26% 46% 27% 41% 31% 50% 24% Multifamily: 2 units, duplexes & ADU I I 2,224 1 I I I 4,009 Multifamily 3-4 units 2,117 Multifamily 5 or more units I 1,859 I I I I TOTAL RESIDENTIAL 8,324 ! 8,250 ! 4,995 ! 4,964 ! 5,074 ! 11,491 ! 7,768 ! 3,114 100% 63% 100% 100% 100% 56% 100% 58% 100% 77% 100% 49% Commercial/Non-Residential I I I I I I - per 1,000 SF *** I I I I I I Retail 2,035 2,001 1,221 1,340 5,390 551 1,090 42% 15% 0% 0% 33% 15% 65% 27% 23% 5% 33% 17% hotel/motel/resort Medical care facility (hospital) Leisure facilities I I I I I I I Restaurant/lounge I I I I I I I Average I I I I I I I Office 1,835 1,804 1,101 - I 1,340 1,360 1,242 1,090 38% 14% 0% 0% 33% 15% 16% 7% 53% 12% 33% 17% Medical/dental office I I I I I I I Church/non-profit Education I I I I I I I Average I I I I I I I I I I I I I I Industrial 1,017 1,001 610 - 1,340 i 1,560 i 559 i 1,090 21% 8% 0% 0% 33% 15% 19% 8% 24% 6% 33% 17% construction I � 5301 TOTAL NON-RESIDENTIAL 4,887 f 4,805 ! I 2,932 I - 4,020 ; 8,310 , I 2,352 3,270 100% 37% 0% 0% 100% 44% 100% 42% 100% 23% 100% 51% TOTAL 13,211 13,0551 7,927 4,9641 9,0941 19,8011 10,1201 6,384 100% 100% 100% 100% 100% 100% (a) From the Tukwila Fire and Park Impact Fees Rate Study, 2018; unadjusted fees are reduced to retain economic competitiveness in region. (b) 2018, 2017-2018 City of Renton Fee Schedule (c) http://www.edmondswa.gov/development-fees.html (d) City of Issaquah website; Impact Fee Schedule 2018-02-01 ( e) City of Redmond website; http://www.redmond.gov/cms/one.aspx?pageld=203336 (f) City of Bothell website, updaetd 2/17; http://www.ci.bothell.wa.us/DocumentCenter/View/961 01 DRAFT Tukwila_Impact_Fee_Model_FinComm04172018.xlsb 4/11/2018 INCREASE (DECREASE) Fire Park Total Fire Park Total Fire Park Total Fire Park Total Fire Park Total CITY OF TUKWILA FIRE AND PARK IMPACT FEE UPDATE, 2018 Tukwila Impact Fee Comparison Residential Percentage Increase (Decrease) Residential Commercial / Non -Residential TOTAL Single Family Multi - family TOTAL Retail Office Industrial I TOTAL per hsg unit I $ 6,355 $ 7,927 Office per 1,000 sq ft I $ 4,341 $ 4,250 , $ 8,591 $ 1,902 $ 3,585 $ 749 $ 1,243 $ 725 $ 927 I I $ 1,474 $ 2,171 $ 1,292 $ 802 $ (892) $ 264 $ 29 $ 348 I $ 428 $ 1,414 $ 2,122 $ 2,824 $ 580 $ 419 I $ 127 ! $ 262 1 $ 1,993 $ 1,652 1 $ 3,645 $ 2,094 $ (628) $ 377 ; $ 1,842 $ 5,487 Fire Park Total Fire Park Total Fire Park Total Fire Park Total Fire Park Total CITY OF TUKWILA FIRE AND PARK IMPACT FEE UPDATE, 2018 Tukwila Impact Fee Comparison 76 DRAFT Tukwila_Impact_Fee_Model_FinComm04172018.xlsb 4/9/2018 2018 UPDATED Percentage Increase (Decrease) Residential Commercial / Non -Residential TOTAL Single Family Multi- family I TOTAL Retail Office Industrial 1 TOTAL per hsg unit I per 1,000 sq ft I Single Family $ 1,671 $ 1,925 I $ 3,596 $ 2,669 $ 2,325 $ 4,995 $ 1,872 $ 732 $ 156 1 $ 2,759 $ 1,221 $ 1,101 $ 610 '1 $ 2,932 $ 6,355 $ 7,927 Office Industrial I TOTAL $ 4,341 $ 4,250 , $ 8,591 $ 3,093 $ 1,833 $ 766 . $ 5,691 $ 14,282 76 DRAFT Tukwila_Impact_Fee_Model_FinComm04172018.xlsb 4/9/2018 Percentage Increase (Decrease) 2008 Original Residential Residential Commercial / Non -Residential Commercial / Non -Residential TOTAL Single Family Multi- family ! TOTAL Retail Office Industrial I TOTAL I per hsg unit 60%! 66%I 1 69% 77% per 1,000 sq ft 1 23%! 133%I $ 4,453 $ 4,342 $ 922 $ 1,426 $ 1,200 ! $ 1,398 1 $ 2,122 $ 2,824 $ 580 $ 419 $ 1,624 $ 837 $ 127 ! $ 262 1 $ 2,331 $ 1,518 74% 1 -26% 97%j 48% i 11%I $ 2,348 $ 2,598 ; $ 4,946 $ 999 $ 2,461 $ 389 ; $ 3,849 $ 8,795 76 DRAFT Tukwila_Impact_Fee_Model_FinComm04172018.xlsb 4/9/2018 Percentage Increase (Decrease) Residential Residential Commercial / Non -Residential Commercial / Non -Residential TOTAL TOTAL Single Family Multi -family) TOTAL Retail Office Industrial I TOTAL 81% 87% 60%! 66%I 1 69% 77% 223% 191% -55% 32% 23%! 133%I 18% 93% 43% 83% 5% 9% 1 85% 64%i 74% 210% -26% 97%j 48% 62% 76 DRAFT Tukwila_Impact_Fee_Model_FinComm04172018.xlsb 4/9/2018 Average Annual Change Over 9 Years Residential Commercial / Non -Residential TOTAL Single Family Multi - family TOTAL Retail Office Industrial � TOTAL 9% 10% 7%1 7%i 8% 9% 25% 21% -6% 4% 3%1 15%I 2% 10% 5% 9% 9% 7%I 8% 23% -3% 11%I 5% 7% 76 DRAFT Tukwila_Impact_Fee_Model_FinComm04172018.xlsb 4/9/2018 CITY OF TUKWILA, SELECTED FIRE AND PARK IMPACT FEE DATA 2018 AND 2008 STUDY EMPLOYMENT DEVELOPMENT SQUARE FOOTAGE City Profile - EMPLOYMENT Residential: 2008 Land Use 2008 Change 2016 Single family Change Category Category (27) -1% Multi -family 4,107 4,004 Count % Count % Count % Retail 20,384 43%' 17,485 35% (2,899) -14% Office6,245 -30% 13% 15,948 32%I 9,703 155% 5,622,348 360% Industrial 16,274,400 58% I 49%j Industrial 20,343 43% 16,896 34%j (3,447) -17% TOTAL46,972 100%. 50,329 100% 3,357 7% DEVELOPMENT SQUARE FOOTAGE HOUSING UNITS City Profile - HOUSING UNITS City Profile - BUILT SQUARE FEET Residential: 2008 Land Use 2008 Change 2016 Single family Change 3,795 Category (27) -1% Multi -family 4,107 4,004 ! (103) Count % Count % Count % Retail 10,192,000 36% 7,087,600 25% (3,104,400) -30% Office 1,561,250 6% 7,183,598 26%; 5,622,348 360% Industrial 16,274,400 58% 13,778,128 49%j (2,496,272) -15% TOTAL 28,027,650 100%! 28,049,326 100%! 21,676 0% HOUSING UNITS City Profile - HOUSING UNITS Growth Projections - EMPLOYMENT Residential: 2008 2017 j Change 516 Single family 3,822 3,795 Count % Count % (27) -1% Multi -family 4,107 4,004 ! (103) -3% TOTAL 7,929 ! 7,799 4,826 43%! 2,462 34%! (130) -2% Growth Projections - HOUSING UNITS Growth Projections - EMPLOYMENT Land Use 2008-2020 2018-2027 Change Category 516 Increase (Decrease) Category 174% Count % Count % Count % Retail 4,836 43% 2,548 35%I (2,288) -47% Count I i Office 1,482 13%1 2,324 32%j 842 57% Industrial 4,826 43%! 2,462 34%! (2,364) -49% I I 1 TOTAL 1 11,144 100%1 7,334 100%1 (3,810) -34% Growth Projections - HOUSING UNITS Growth Projections - BUILT SQUARE FEET Residential: Land Use 2008-2020 Change 2018-2027 516 Increase (Decrease) Category 174% Multi -family 2,384 1,504 (880) -37% Count % Count % Count % Retail 2,418,000 36% 1,032,840 25% (1,385,160) -57% Office 370,500 6% 1,046,820 26% 676,320 183% Industrial 3,860,800 58% 2,007,679 49% (1,853,121) -48% I I 1 TOTAL j 6,649,300 100%; 4,087,339 100%i (2,561,961) -39% Growth Projections - HOUSING UNITS Residential: 2008 2017 Change Single family 516 1,412 896 174% Multi -family 2,384 1,504 (880) -37% TOTAL 2,900 2,916 16 1% 77 SERVICE POPULATION PER UNIT OF MEASURE 2007 2016 Land Use gory Cate o Residents per Hsg Unit Employees per 1,000 Built SF Land Use Cate o g ry Residents per Hsg Unit Employees per 1,000 Built SF Single family 2.54 Multifamily 2.49 Retail 2.00 Office 4.00 Industrial 1.25 Single family 2.89 Multifamily 2.51 Retail 2.47 Office 2.22 Industrial 1.23 TOTAL 5.03 . 7.25 TOTAL 5.40 ; 5.91 FIRE INCIDENTS CHANGE 2007-2016 Land Use Category Residents per Hsg Unit Employees per 1,000 Built SF Single family 0.35 Multifamily 0.02 Retail I 0.47 Office (1.78) Industrial � (0.02) TOTAL . 0.37. (1.34) 2007 2016 CHANGE IN FIRE INCIDENTS 2007-2016 Land Use Category Incidents per Housing Unit Incidents per 1,000 Built SF TOTAL Land Use Category Unit Measure TOTAL Land Use Category Incidents per Housing Unit Incidents per 1,000 Built SF TOTAL Single family! Multifamily Retail Office Industrial 868 1,215 868 19% 1,215 26% 1,458 1,458 31% 625 625 13% 508 508 11% Single family I 973 ! ! 973 18% Multifamily 1,182 1,182 22% Retail 2,034 2,034 38% Office 806 806 15% Industrial 329 329 6% Single family hsg unit 105 12% Multifamily hsg unit (33) -3% Retail 1,000 SF 576 40% Office 1,000 SF 181 29% Industrial 1,000 SF (179) -35%, TOTAL I 2,083 ! 2,591 ! 4,674 100% TOTAL ! 2,154 ! 3,169 ! 5,323 100% TOTAL ! ! 649 14% IMPACT FEE REVENUE Sum of NET ACCT YEA ACCT TITLE T FD T 2009 2010 2011 2012 2013 2014 2015 2016 2017 Grand Total =FIRE IMPACT FEES - 304 $ 13,342 $ 142,383 $ 157,654 $ 33,686 $ 139,714 $ 66,862 $ 46,406 $ 183,867 $ 285,075 $ 1,068,990 - PARK IMPACT FEE - 104 79,519 58,980 58,373 189,838 296,425 683,136 PARK IMPACT FEES - 301 17,767 108,177 88,487 21,128 25,661 261,220 Grand Total $ 31,109 $ 250,560 $ 246,141 $ 54,814 $ 244,893 $125,842 $ 104,779 $ 373,706 $ 581,501 $ 2,013,345 Fire impact fee average over the 9 -year period is $119,000. Park impact fee average over the 9 -year period is $105,000 78 LUltem 102 103 106 113 114 132 133 135 141 156 157 162 173 175 176 185 186 300 301 302 303 304 305 306 308 309 310 311 313 314 315 316 317 318 319 320 321 322 323 324 326 327 328 329 330 331 LAND USE CLASSIFICATIONS ALIGNED WITH IMPACT FEE CATEGORIES Land Use Description Impact Fees 1 Category Barn, General Purpose (102) Industrial Barn, Special Purpose (103) Industrial Controlled Atmosphere Storage (106) Industrial Loafing Shed (113) Industrial Milkhouse Shed (114) Industrial Individual Livestock Shelter (132) Industrial Prefabricated Storage Shed (133) Industrial Greenhouse, Hoop, Arch -Rib, Small (135) Industrial Greenhouse, Hoop, Arch -Rib, Medium (141) Industrial Alternative School (156) Office Maintenance Storage Building (157) Industrial Outbuildings (162) Industrial Church Educational Wing (173) Office Skating Rink, Ice (175) Retail Skating Rink, Roller (176) Retail Truck Wash (185) Retail Light Commercial Manufacturing Utility Bldg (186) Industrial APARTMENT (300) Multifamily ARMORY (301) Industrial AUDITORIUM (302) Office AUTOMOBILE SHOWROOM (303) Retail BANK (304) Retail BARN (305) Industrial BOWLING ALLEY (306) Retail CHURCH WITH SUNDAY SCHOOL (308) Office CHURCH (309) Office CITY CLUB (310) Office CLUBHOUSE (311) Office CONVALESCENT HOSPITAL (313) Office COUNTRY CLUB (314) Retail CREAMERY (315) Industrial DAIRY (316) Industrial DAIRY SALES BUILDING (317) Retail DEPARTMENT STORE (318) Retail DISCOUNT STORE (319) Retail DISPENSARY (320) Retail DORMITORY (321) Multifamily FIRE STATION (STAFFED) (322) Office FRATERNAL BUILDING (323) Office FRATERNITY HOUSE (324) Multifamily GARAGE, STORAGE (326) Industrial GOVERNMENT BUILDING (327) Office HANGAR, STORAGE (328) Industrial HANGAR, MAINTENANCE & OFFICE (329) Industrial HOME FOR THE ELDERLY (330) Retail HOSPITAL (331) Office 1 of 5 79 LUltem Land Use Description Impact Fees I Category 332 HOTEL, LIMITED (332) Retail 335 JAIL-CORRECTIONAL FACILITY (335) Office 336 LAUNDROMAT (336) Retail 337 LIBRARY, PUBLIC (337) Office 338 LOFT (338) Multifamily 339 LUMBER STORAGE SHED, HORIZONTAL (339) Industrial 340 MARKET (340) Retail 341 MEDICAL OFFICE (341) Office 342 MORTUARY (342) Office 343 MOTEL, LIMITED (343) Retail 344 OFFICE BUILDING (344) Office 348 Residence (348) Single Family 349 FAST FOOD RESTAURANT (349) Retail 350 RESTAURANT, TABLE SERVICE (350) Retail 351 Single -Family Residence (351) Single Family 352 MULTIPLE RESIDENCE (LOW RISE) (352) Multifamily 353 RETAIL STORE (353) Retail 355 Fine Arts & Crafts Building (355) Retail 356 Classroom (356) Office 358 Gymnasium (School) (358) Office 365 ELEMENTARY SCHOOL (ENTIRE) (365) Office 366 JUNIOR HIGH SCHOOL (ENTIRE) (366) Office 368 Classroom (College) (368) Office 369 Commons (College) (369) Office 374 Multi-Purp Bldg (College) (374) Office 377 COLLEGE (ENTIRE) (377) Office 378 STABLE (378) Industrial 379 THEATER, LIVE STAGE (379) Retail 380 THEATER, CINEMA (380) Retail 381 VETERINARY HOSPITAL (381) Office 384 BARBER SHOP (384) Retail 386 MINI-WAREHOUSE (386) Industrial 387 TRANSIT WAREHOUSE (387) Industrial 388 UNDERGROUND PARKING STRUCTURE (388) Office 390 Lumber Storage Bldg., Vert. (390) Industrial 391 MATERIAL STORAGE BUILDING (391) Industrial 392 INDUSTRIAL ENGINEERING BUILDING (392) Industrial 405 SKATING RINK (405) Retail 406 STORAGE WAREHOUSE (406) Industrial 407 WAREHOUSE, DISTRIBUTION (407) Industrial 408 Service Station (408) Retail 409 T-HANGAR (409) Industrial 410 AUTOMOTIVE CENTER (410) Retail 412 NEIGHBORHOOD SHOPPING CENTER (412) Retail 413 COMMUNITY SHOPPING CENTER (413) Retail 414 REGIONAL SHOPPING CENTER (414) Retail 80 2 of 5 ILUltem I Land Use Description Impact Fees Category 1 416 TENNIS CLUB, INDOOR (416) Retail 417 HANDBALL -RACQUETBALL CLUB (417) Retail 418 HEALTH CLUB (418) Retail 419 CONVENIENCE MARKET (419) Retail 419 1 or 2 family dwelling Single Family 4191 Single Family Home Single Family 419A Single Family House W / Acc Dwelling Unit Single Family 419M Single Family Modular Home W / Foundation Single Family 419T Single Family Trailer W / 0 Foundation Single Family 423 MINI -LUBE GARAGE (423) Retail 424 GROUP CARE HOME (424) Retail 426 DAY CARE CENTER (426) Retail 427 FIRE STATION (VOLUNTEER) (427) Office 428 HORSE ARENA (428) Retail 431 OUTPATIENT SURGICAL CENTER (431) Office 434 Car Wash - Self Serve (434) Retail 435 Car Wash - Drive Thru (435) Retail 436 Car Wash - Automatic (436) Retail 441 COCKTAIL LOUNGE (441) Retail 442 BAR/TAVERN (442) Retail 444 DENTAL OFFICE/CLINIC (444) Office 446 SUPERMARKET (446) Retail 447 COLD STORAGE FACILITIES (447) Industrial 451 MULTIPLE RESIDENCE (SENIOR CITIZEN) (451) Multifamily 453 INDUSTRIAL FLEX BUILDINGS (453) Industrial 454 Shell, Industrial (454) Industrial 455 AUTO DEALERSHIP, COMPLETE (455) Retail 456 Tool Shed (456) Retail 458 WAREHOUSE DISCOUNT STORE (458) Retail 459 MIXED RETAIL WIRES. UNITS (459) Retail 460 Shell, Neigh. Shop. Ctr. (460) Retail 461 Shell, Community Shop. Ctr. (461) Retail 462 Shell, Regional Shop. Ctr. (462) Retail 465 Food Booth - Prefabricated (465) Retail 466 Boat Storage Shed (466) Industrial 467 Boat Storage Building (467) Industrial 468 SHED, MATERIAL STORAGE (468) Industrial 470 EQUIPMENT (SHOP) BUILDING (470) Industrial 471 LIGHT COMMERCIAL UTILITY BUILDING (471) Industrial 472 EQUIPMENT SHED (472) Industrial 473 Material Shelter (473) Industrial 475 POULTRY HOUSE -FLOOR OPERATION (475) Industrial 477 FARM UTILITY BUILDING (477) Industrial 479 Farm Utility Storage Shed (479) Industrial 481 MUSEUM (481) Office 482 CONVENTION CENTER (482) Office 3 of 5 81 LUltem Land Use Description Impact Fees I Category 483 FITNESS CENTER (483) Retail 484 HIGH SCHOOL (ENTIRE) (484) Office 485 NATATORIUM (485) Retail 486 FIELD HOUSES (486) Industrial 487 VOCATIONAL SCHOOLS (487) Office 489 JAIL - POLICE STATION (489) Office 490 KENNELS (490) Retail 491 GOVERNMENT COMMUNITY SERVICE BUILDING (491) Office 492 Shell, Office (492) Office 494 INDUSTRIAL LIGHT MANUFACTURING (494) Industrial 495 INDUSTRIAL HEAVY MANUFACTURING (495) Industrial 496 LABORATORIES (496) Office 497 COMPUTER CENTER (497) Office 498 BROADCAST FACILITIES (498) Office 499 Dry Cleaners -Laundry (499) Retail 508 Car Wash - Canopy (508) Retail 511 Drug Store (511) Retail 513 Regional Discount Shopping Center (513) Retail 514 Community Center (514) Office 515 Casino (515) Retail 525 MINI WAREHOUSE, HI -RISE (525) Industrial 526 Service Garage Shed (526) Retail 527 MUNICIPAL SERVICE GARAGE (527) Office 528 GARAGE, SERVICE REPAIR (528) Retail 529 SNACK BAR (529) Retail 530 CAFETERIA (530) Retail 531 MINI -MART CONVENIENCE STORE (531) Retail 532 FLORIST SHOP (532) Retail 533 WAREHOUSE FOOD STORE (533) Retail 534 WAREHOUSE SHOWROOM STORE (534) Retail 537 Lodge (537) Retail 551 ROOMING HOUSE (551) Multifamily 571 Passenger Terminal (571) Industrial 573 ARCADE (573) Retail 574 VISITOR CENTER (574) Office 578 Mini -Bank (578) Retail 581 POST OFFICE - MAIN(581) Office 582 POST OFFICE - BRANCH(582) Office 583 POST OFFICE - MAIL PROCESSING(583) Industrial 584 Mega Warehouse (584) Industrial 587 Shell, Multiple Residence (587) Multifamily 589 MULTIPLE RESIDENCES ASSISTED LIVING (LOW RISE) Multifamily 594 Hotel, Full Service (594) Retail 595 Hotel, Limited Service (595) Retail 596 Shell, Apartment (596) Multifamily 597 Mixed Retail w/ Office Units (597) Retail 82 4 of 5 ILUItem I Land Use Description Impact Fees 'Category 600 Administrative Office (600) Office 700 Mall Anchor Department Store (700) Retail 701 BASEMENT, FINISHED (701) Single Family 702 BASEMENT, SEMIFINISHED (702) Single Family 703 BASEMENT, UNFINISHED (703) Single Family 707 BASEMENT, RESIDENT LIVING (707) Single Family 709 BASEMENT, RETAIL (709) Retail 710 MULTIPLE RESIDENCE, RETIREMENT COMMUNITY COMPLEX Multifamily 718 Banquet Hall (718) Retail 782 Shell, Elderly Assist. Multi. Res. (782) Multifamily 783 Shell, Retirement Community Complex (783) Multifamily 784 Shell, Multiple Res. (Sen. Citizen) (784) Multifamily 810 WAREHOUSE OFFICE (810) Industrial 820 OPEN OFFICE (820) Office 830 MIXED USE RETAIL (830) Retail 840 MIXED USE OFFICE (840) Office 841 HOTEL, FULL SERVICE (841) Retail 842 HOTEL, SUITE (842) Retail 843 MOTEL, FULL SERVICE (843) Retail 844 MOTEL, SUITE (844) Retail 845 CONDO, OFFICE (845) Office 846 CONDO, RETAIL (846) Retail 847 MIXED USE -OFFICE CONDO (847) Office 848 MIXED USE -RETAIL CONDO (848) Retail 852 CONDO HOTEL, FULL SERVICE (852) Retail 853 CONDO HOTEL, LIMITED SERVICE (853) Retail 860 LINE RETAIL (860) Retail 984 Luxury Apartment (984) Multifamily 985 Senior Center (985) Office 5 of 5 83 Property Use Code 100 Assembly, other office 110 Fixed use recreation places, other office 111 Bowling alley Retail 112 Billiard center, pool hall Retail 113 Electronic amusement center Retail 116 Swimming facility: indoor or outdoor Retail 120 Variable use amusement, recreation places Retail 121 Ballroom, gymnasium Retail 122 Convention center, exhibition hall Retail 123 Stadium, arena Retail 124 Playground office 129 Amusement center: indoor/outdoor Retail 130 Places of worship, funeral parlors office 131 Church, mosque, synagogue, temple, chapel office 134 Funeral parlor Retail 140 Clubs, other Retail 141 Athletic/health club Retail 142 Clubhouse Retail 144 Casino, gambling clubs Retail 150 Public or government, other office 151 Library office 152 Museum office 155 Courthouse office 160 Eating, drinking places Retail 161 Restaurant or cafeteria Retail 162 Bar or nightclub Retail 180 Studio/theater, other Retail 181 Live performance theater Retail 182 Auditorium or concert hall Retail 183 Movie theater Retail 200 Educational, other office 210 Schools, non -adult office 211 Preschool Retail 213 Elementary school, including kindergarten office 215 High school/junior high school/middle school office 241 Adult education center, college classroom Retail 254 Day care, in commercial property Retail 255 Day care, in residence, licensed Retail 256 Day care in residence, unlicensed. Retail 300 Health care, detention, & correction, other office 311 24-hour care Nursing homes, 4 or more persons Retail 321 Mental retardation/development disability facility Retail 322 Alcohol or substance abuse recovery center Retail 84 1 323 Asylum, mental institution office 331 Hospital - medical or psychiatric Office 332 Hospices Office 340 Clinics, Doctors offices, hemodialysis centers Office 341 Clinic, clinic -type infirmary Office 342 Doctor, dentist or oral surgeon's office Office 343 Hemodialysis unit Retail 361 Jail, prison (not juvenile) office 365 Police station office 419 1 or 2 family dwelling Single Family 429 Multifamily dwellings > 6 units Multifamily 439 Boarding/rooming house, residential hotels Multifamily 449 Hotel/motel, commercial Retail 459 Residential board and care Retail 460 Dormitory type residence, other Multifamily 500 Mercantile, business, other Retail 511 Convenience store Retail 519 Food and beverage sales, grocery store Retail 529 Textile, wearing apparel sales Retail 539 Household goods, sales, repairs Retail 549 Specialty shop Retail 557 Personal service, including barber & beauty shops Retail 559 Recreational, hobby, home repair sales, pet store Retail 564 Laundry, dry cleaning Retail 569 Professional supplies, services Retail 571 Service station, gas station Retail 579 Motor vehicle or boat sales, services, repair Retail 580 General retail, other Retail 581 Department or discount store Retail 592 Bank Retail 593 Office: veterinary or research Office 596 Post office or mailing firms Retail 599 Business office Office 600 Utility, defense, agriculture, mining, other Industrial 610 Energy production plant, other Industrial 629 Laboratory or science lababoratory Industrial 631 Defense, military installation Industrial 635 Computer center Office 639 Communications center office 640 Utility or Distribution system, other Industrial 642 Electrical distribution Industrial 644 Gas distribution, pipeline, gas distribution Industrial 645 Flammable liquid distribution, pipeline, flammable Industrial 647 Water utility Industrial 648 Sanitation utility Industrial 659 Livestock production Industrial 669 Forest, timberland, woodland Industrial 285 679 Mine or quarry Industrial 700 Manufacturing, processing Industrial 800 Storage, other Retail 807 Outside material storage area Retail 808 Outbuilding or shed Retail 819 Livestock, poultry storage Industrial 839 Refrigerated storage Retail 849 Outside storage tank Industrial 880 Vehicle storage, other Industrial 881 Parking garage, (detached residential garage) Single Family 882 Parking garage, general vehicle Retail 888 Fire station office 891 Warehouse Industrial 899 Residential or self storage units Retail 900 Outside or special property, other Retail 919 Dump, sanitary landfill Industrial 926 Outbuilding, protective shelter Industrial 935 Campsite with utilities retail 951 Railroad right of way Industrial 952 Railroad yard Industrial 974 Aircraft loading area Industrial 981 Construction site Industrial 983 Pipeline, power line or other utility right of way Industrial 984 Industrial plant yard - area Industrial 3111 24-hour care Nursing homes, 4 or more persons Multifamily 4191 1 or 2 family dwelling Single Family 4192 1 or 2 family dwelling Multifamily 4293 Multifamily dwellings > 6 units Multifamily 4294 Multifamily dwellings > 6 units Multifamily 4295 Multifamily dwellings > 6 units Multifamily 4296 Multifamily dwellings > 6 units Multifamily 110G Fixed use recreation places, other office 1105 Fixed use recreation places, other Retail 111M Bowling alley Retail 113M Electronic amusement center Retail 123F Stadium, arena Retail 123S Stadium, arena Retail 124M Playground Retail 124P Playground office 141G Athletic/health club Retail 150C Public or government, other office 150H Public or government, other office 150M Public or government, other office 151M Library office 161F Restaurant or cafeteria Retail 161M Restaurant or cafeteria Retail 161R Restaurant or cafeteria Retail 86 3 183M Movie theater Retail 200A Educational, other office 213E Elementary school, including kindergarten office 215H High school/junior high school/middle school office 215M High school/junior high school/middle school office 241C Adult education center, college classroom Retail 300M Health care, detention, & correction, other office 322S Alcohol or substance abuse recovery center Retail 323M Asylum, mental institution office 331H Hospital - medical or psychiatric Office 340B Clinics, Doctors offices, hemodialysis centers Office 340P Clinics, Doctors offices, hemodialysis centers Office 341N Clinic, clinic -type infirmary Office 342D Doctor, dentist or oral surgeon's office Office 342M Doctor, dentist or oral surgeon's office Office 342U Doctor, dentist or oral surgeon's office Office 365C Police station office 419A 1 or 2 family dwelling Single Family 419M 1 or 2 family dwelling Single Family 419T 1 or 2 family dwelling Single Family 419U 1 or 2 family dwelling Multifamily 429B Multifamily dwellings > 6 units Multifamily 429C Multifamily dwellings > 6 units Multifamily 429U Multifamily dwellings > 6 units Multifamily 439R Boarding/rooming house, residential hotels Multifamily 449H Hotel/motel, commercial Retail 449V Hotel/motel, commercial Retail 459Q Residential board and care Retail 500B Mercantile, business, other Office 500M Mercantile, business, other Retail 5005 Mercantile, business, other Retail 511C Convenience store Retail 511M Convenience store Retail 519M Food and beverage sales, grocery store Retail 519T Food and beverage sales, grocery store Retail 529M Textile, wearing apparel sales Retail 539B Household goods, sales, repairs Retail 539M Household goods, sales, repairs Retail 549E Specialty shop Retail 549M Specialty shop Retail 549S Specialty shop Retail 557M Personal service, including barber & beauty shops Retail 559H Recreational, hobby, home repair sales, pet store retail 559P Recreational, hobby, home repair sales, pet store retail 571C Service station, gas station Retail 571G Service station, gas station Retail 579T Motor vehicle or boat sales, services, repair Retail 581A Department or discount store Retail 581C Department or discount store Retail 581D Department or discount store Retail 581K Department or discount store Retail 581M Department or discount store Retail 596M Post office or mailing firms Retail 599M Business office Office 599P Business office Office 635D Computer center Office 648M Sanitation utility Industrial 648T Sanitation utility Industrial 700C Manufacturing, processing Industrial 700M Manufacturing, processing Industrial 800M Storage, other Retail 808T Outbuilding or shed Retail 880B Vehicle storage, other Industrial 882C Parking garage, general vehicle Retail 8820 Parking garage, general vehicle Office 891F Warehouse Industrial 919T Dump, sanitary landfill Industrial 88 5 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, AMENDING RESOLUTION NO. 1901 TO ADOPT AN AMENDED 2017-2022 FINANCIAL PLANNING MODEL AND THE CAPITAL IMPROVEMENT PROGRAM FOR GENERAL GOVERNMENT AND THE CITY'S ENTERPRISE FUNDS. WHEREAS, the Capital Improvement Program (CIP) and the Financial Planning Model for the period of 2017-2022 are resource documents to help plan directions the City will consider for the future; and WHEREAS, the Financial Planning Model and Capital Improvement Program are not permanent fixed plans, but are guidelines or tools to help reflect future goals and future resources at the time budgets are being planned; and WHEREAS, the park and fire impact fee eligible projects have been revised based on the Tukwila Fire and Parks Impact Fees Rate Study, 2018; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY RESOLVES AS FOLLOWS: Section 1. Resolution No. 1901 is hereby amended with the City Council's adoption of the Amended 2017-2022 Financial Planning Model and accompanying Capital Improvement Program, incorporated by this reference as if fully set forth herein, as set forth in Sections 2 and 3 of this resolution. Section 2. The park impact fee eligible projects are revised as follows: W:\Word Processing\Resolutions\Financial Planning Model & CIP amended 4-2-18 PM:bjs Page 1 of 3 89 90 Project Name Original CIP 2017-2022 Project Cost Impact Fee Funding Expected Lake to Sound Trail $ 86,000 $ - Park Acquisition 832,000 - Multipurpose Trails 349,000 - Park Improvements 1,835,000 - Fort Dent Park 2,695,000 - Municipal Arts Fund 70,000 - Duwamish Hill Preserve Phases II & III 7,997,000 2,500,000 Dog Park Projects 80,000 - Parks, Recreation & Open Space Plan 223,000 - Tukwila Pond Trail & Boardwalk 3,664,000 2,400,000 Tukwila South Trail 1,000,000 - Hand Boat Launches 1,801,000 - Macadam Winter Garden & Wetland 1,000,000 237,200 Open Space Improvements 1,275,000 - Tukwila Urban Center Pedestrian Bridge 10,741,000 1,100,000 Synthetic Turf Field TOTAL $ 33,648,000 $ 6,237,200 Amended CIP 2017-2022 Project Cost Impact Fee Funding Eligible $ - Expected 2,200,000 2,200,000 1,838,000 459,500 8,018,000 2,004,000 _ I _ 7,250,000 5,437,500 6,525,000 4,893,750 1,450,000 725,000 5,800,000 4,350,000 10, 741, 000 1,317,000 2,900,000 2,175, 000 $ 46,722,000 ! $ 23,561,750 Section 3. The fire impact fee eligible projects are revised as follows: Project Name Original CIP 2017-2022 Impact Fee Project Funding Cost Expected Relocate Fire Station 51 $ 12,207,000 i $ 1,168,000 Replace Fire Station 52 5,657,000 i 3,150,000 Replace Fire Station 54 7,329,000- i Fire Apparatus & Equipment 29,932,000 i - TOTAL $ 55,125, 000 $ 4,318,000 W:\Word Processing\Resolutions\Financial Planning Model & CIP amended 4-2-18 PM:bjs Amended CIP 2017-2022 Project Impact Fee Funding Cost Eligible $ 12, 509, 000 $ 4,254,320 17, 652, 000 7,455,960 14,753,000 7,081,/110 29, 932, 000 i - $ 74, 846, 000 $ 18, 791, 720 Page 2 of 3 Section 4. The detail of Capital Improvement Program projects will be reflected in the published Amended 2017-2022 Financial Planning Model and accompanying Capital Improvement Program. Section 5. A copy of the Amended 2017-2022 Financial Planning Model and accompanying Capital Improvement Program shall be kept on file electronically and accessible from the City's website in accordance with Washington State records retention schedule requirements and City policy, and shall be made available to the public upon request. PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at a Regular Meeting thereof this _ day of , 2018. ATTEST/AUTHENTICATED: Christy O'Flaherty, MMC, City Clerk Verna Seal, Council President APPROVED AS TO FORM BY: Filed with the City Clerk: Passed by the City Council: Resolution Number: Rachel B. Turpin, City Attorney W:\Word Processing\Resolutions\Financial Planning Model & CIP amended 4-2-18 PM:bjs Page 3 of 3 91 92 CD C) CITY OF TUKWILA FIRE IMPACT FEE ELIGIBLE PROJECTS 2018 Project Name Project Cost j j Growth / Capacity j I I % j Cost j % Non Capacity j Non Capacity (k) Funding j Growth/Capacity Funding ! I I I Unspent I Developer I Bond Measure I Unfunded I Bond Measure Total Secured Total 'Secured , j Cost j (j) Funding ( Unfunded Impact Fee i contribution 1 (J) I Funding I Impact Fee i i I I c j thru 2017 i i i Eligible (m) Relocate Fire Station 51 $ 12,509,000 (a) j 48% (d) j $ 6,004,320 j 52% j $ 6,504,680 j $ 4,754,680 (g) j $ 4,754,680 j $ 1,750,000 j j $ 1,750,000 j j $ 1,750,000 j $ 4,254,320 Replace Fire Station 52 17,652,000 (a) I 48% (d) I 8,472,960 I 52% I 9,179,040 i 8,162,040 (g) 8,162,040 I 1,017,000 I 1,017,000 I j j 1,017,000 (I)1 7,455,960 Replace Fire Station 54 14,753,000 (a) I 48% (d) I 7,081,440 I 52% 1 7,671,560 I 5,907,280 (g) 5,907,280 I 1,764,280 I E I I - I 7,081,440 Fire Apparatus & Equipment 29,932,000 (b) I 47% (e)I 14,205,677 I 53% I 15,726,323 I 15,726,323 (h) 15,726,323 ( - I I 14,205,677 (h) I 14,205,677 (h)I - I I I I I I I I I I I Total $ 74,846,000 j 48% j $ 35,764,397 j 52% j $ 39,081,603 j $ 34,550,323 (i) j $ 34,550,323 j $ 4,531,280 j $ 1,017,000 j $ 1,750,000 j $ 14,205,677 (i) j $ 16,972,677 j $ 18,791,720 (a) Fire Station replacement cost is based on January 2018 schematic design for fire station 51 (b) Represents 10 -year need based on most recent fire apparatus and equipment 20 -year annual needs schedule. ( c) Based on estimated cost and square footage for emergency center relocated to Justice Center under Public Safety Plan (d) Based on additional square footage for new or replaced fire stations (e) Based on projected needs in relation to estimated replacement cost of existing equipment and apparatus. (f) Area dedicated to EOC will double as meeting area. (g) Bond measure proceeds allocated to fire stations, total of $18,824,000. (h) Fire equipment and apparatus totally funded by bond measure (i) Bond measure total = $18,824,000 for fire stations and $12,127,834 for fire apparatus and equipment purchases scheduled through 2027. (j) Bond measure applied to non -capacity cost first. (k) Secured funding allocated first to non -capacity unless specifically identified for growth/capacity portion (I) Impact fees can only be used to pay for growth / added capacity. (m) Financing costs on the impact fee eligible poriton of the project costs are estimated to be approximately $8 million over the 10 -year period. 4/11/2018 94 CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 PROJECT: Relocate Fire Station 51 Project No. 90830402 DESCRIPTION: Construct 15,000 sf Fire Station 51 with 5,000 sf designated from additional growth. Fire Station 51 will be relocated as the existing facility is in the floodplain and seismically unsound. JUSTIFICATION: Expected growth in Tukwila South led to the donation of land for the new fire station as part of the Tukwila South Development Agreement. STATUS: A site has been identified and there has been an exchange of the property deed. MAINT. IMPACT: COMMENT: Project is on Fire Impact Fee list for $4.3 million. FINANCIAL Through Estimated (in $000's) 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Project Location' ' l L ..- Russe' S 16'.^.: ,I 1 y J r Design 51 60 226 1,305 2,160 750 4,552 Land (RMI) 710 710 Const. Mgmt. 0 Construction 80 6,566 1,361 8,007 TOTAL EXPENSES 761 60 226 1,385 8,726 2,111 0 0 0 13,269 FUND SOURCES Public Safety Bond 4,754 4,754 Land Donation/Sale 710 710 Tukwila South contribution 500 300 300 300 300 ' 50 1,750 Fire Impact Fees 51 300 300 300 300 300 ' 2,754 4,305 City / Bonding / Othe 0 (4,694) (274) 785 8,126 1,511 (600) (350) (2,754) 1,750 TOTAL SOURCES 761 60 226 1,385 8,726 2,111 0 0 0 13,269 2017 - 2022 Capital Improvement Program 95 Project Location' ' l L ..- Russe' S 16'.^.: ,I 1 y J r i : 1?• ; I K C T ia w ti \N )* 1.41, I S ae�s lir 2017 - 2022 Capital Improvement Program 95 CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 PROJECT: Replace Fire Station 52 Project No. 90830405 DESCRIPTION: As part of the City's Public Safety Plan, replace Fire Station 52 after evaluation of need based on relocation of Fire Station 51. The existing Fire Station 52 is too small to house needed fire apparatus and equipment and is also seismically JUSTIFICATION: unsound. In order to continue to provide fast response times, high quality service, and meet compliance with state law, Fire Station 52 must be replaced. STATUS: Fire Station 52 is part of the City's Public Safety Plan. MAINT. IMPACT: COMMENT: Project is on Fire Impact Fee list for $7.5 million. FINANCIAL Through Estimated in $000's 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES +� ' .in Project Location _ 4 1•i Eicig }.. I 41 � S 1,. � Design 8 157 890 2,286 2,540 474 it _ 6,355 Land (RNV) I Fy y 0 Const. Mgmt. ;' -k`. 0 Construction _ SO 266 10,506 525 11,297 TOTAL EXPENSES 0 8 157 890 2,552 13,046 999 0 0 17,652 FUND SOURCES Awarded Grant 0 Public Safety Bond 9,179 9,179 Fire Impact Fees 1,017 1,017 Fire Impact Fees Expected 7,455 7,455 City / Bonding / Other 0 (9,171) (860) 890 2,552 13,046 999 0 (7,455) 1 TOTAL SOURCES 0 8 157 890 2,552 13,046 999 0 0 17,652 96 2017 - 2022 Capital Improvement Program +� ' .in Project Location _ 4 1•i Eicig }.. I 41 � S 1,. � L I1I1!1 � / it _ .: b `. a I Fy y V ;' -k`. _I'Lll 51.: & \ \ Or li -,___ '-'14S _ SO 96 2017 - 2022 Capital Improvement Program CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 PROJECT: Replace Fire Station 54 Project No. 91630402 DESCRIPTION: As part of the City's Public Safety Plan, replace Fire Station 54. The existing Fire Station 54 is too small to house needed fire apparatus and equipment and is also seismically JUSTIFICATION: unsound. In order to continue to provide fast response times, high quality service, and meet compliance with state law, Fire Station 54 must be replaced. STATUS: Fire Station 54 is part of the City's Public Safety Plan. MAINT. IMPACT: COMMENT: Project is on Fire Impact Fee list for $7 million. FINANCIAL Through Estimated (in $000's) 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design 130 700 1,800 2,000 372 5,002 Land (RNV) 854 854 Const. Mgmt. 0 Construction 178 8,274 445 8,897 TOTAL EXPENSES 0 0 130 1,554 1,978 10,274 817 0 0 14,753 FUND SOURCES Awarded Grant 0 Public Safety Bond 5,907 5,907 Fire Impact Fees 0 Fire Impact Fees Expected 7,081 7,081 City / Bonding / Othe 0 (5,907) 130 1,554 1,978 10,274 817 0 (7,081) 1,765 TOTAL SOURCES 0 0 130 1,554 1,978 10,274 817 0 0 14,753 2017 - 2022 Capital Improvement Program 57 97 CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 PROJECT: Fire Apparatus & Equipment Project No. 91630401 DESCRIPTION: Fire trucks and fire equipment must be purchased on a regular basis. Funding this life/safety equipment via a voter -approved bond guarantees that the Tukwila Fire Department is fully funded for the life of the bond. JUSTIFICATION: Safety and well-being of Tukwila citizens and visitors. STATUS: Part of the City's Public Safety Plan. MAINT. IMPACT: COMMENT: Public Safety Plan will be paid with voter -approved debt. FINANCIAL Through Estimated in $000's 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design 0 Land (R/VV) 0 Apparatus & Equip 14 421 1,629 2,590 362 1,333 1,672 21,910 29,931 Construction 0 TOTAL EXPENSES 0 14 421 1,629 2,590 362 1,333 1,672 21,910 29,931 FUND SOURCES Awarded Grant 0 Public Safety Bond 12,127 17,804 29,931 Fire Impact Fees 0 Fire Impact Fees Expected 0 City Oper. Revenue 0 (12,113) 421 1,629 2,590 362 1,333 1,672 4,106 0 TOTAL SOURCES 0 14 421 1,629 2,590 1 362 1,333 1,672 21,910 29,931 Capital Equipment Purchases. 98 2017 - 2022 Capital Improvement Program 58 CITY OF TUKWILA PARK IMPACT FEE ELIGIBLE PROJECTS 2018 Project Name Project Cost Growth / Capacity j I I % Cost I I ! I Non Capacity '— _ — Secured Funding % Cost 1 Non Capacity Funding Anticipated Funding - Impact Funding I Anticipated or ! Funding thru Unfunded ; i j Secured 2017 ! I I Growth/Capacity Funding Other — — Funding - Unfunded Secured ; Anticipated or ; ! Impact Fee Funding Secured Funding j Eligible • 1 Park Acquisition 2,200,000 100% 2,200,000 0% - - - - 2,200,000 Park Improvements 1,838,000 25% 459,500 75% 1,378,500 I I I 425,000 . I 425,000 . I 953,500 I - 459,500 I I I i I I I I ! ! Duwamish Hill Preserve 8,018,000 50% 4,009,000 50% 4,009,000 i 4,009,000 , 4,009,000 j - j 2,005,000 2,005,000 2,004,000 Tukwila Pond Trail & Boardwalk 7,250,000 I 75% j 5,437,500 j 25% 1 1,812,500 j 250,000 ! 250,000 1,562,500 I j - ! 5,437,500 Tukwila South Trail 6,525,000 I 75% I 4,893,750 I 25% I 1,631,250 I I 500,000 I 500,000 I 1,131,250 I I I - I 4,893,750 Macadam Winter Garden & Wetland 1,450,000 50% 725,000 50% 725,000 I 50,000 I 50,000 , 675,000 - 725,000 I I I I I I Open Space Improvements 5,800,000 75% 4,350,000 25% 1,450,000 j j 100,000 1 100,000 j 1,350,000 - 4,350,000 Synthetic Turf Field 2,900,000 j 75% j 2,175,000 25% j 725,000 t 725,000 j 725,000 j - - 2,175,000 Total Parks 35,981,000 I I 24,249,750 I I 11,731,250 I 6,059,000 6,059,000 I 5,672,250 j - I 2,005,000 2,005,000 I 22,244,750 Tukwila Urban Center Pedestrian Bridge 10,741,000 ! 60% I 6,444,600 I 40% I 4,296,400 I 4,296,400 I 4,296,400 I 4,296,400 ! 683,000 ! 4,444,600 I 5,127,600 ! 1,317,000 I TOTAL $ 46,722,000 I 66% I $ 30,694,350 ; I $ 16,027,650 I $ 4,296,400 I $ 6,059,000 I $ 10,355,400 I $ 9,968,650 ; $ 683,000 I $ 6,449,600 I $ 7,132,600 ' $ 23,561,750 4/11/2018 100 CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 PROJECT: Park Acquisition Project No. 90930102 DESCRIPTION: Acquisition of land to preserve open space or park land for future generations. JUSTIFICATION: Provides for increased access to play spaces and helps to preserve green spaces for future generations. STATUS: Allows implementation of PROS Plan. Project is on Park Impact Fee list. MAINT. IMPACT: To be determined COMMENT: FINANCIAL Through Estimated in $000's 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design - Land (RM/) 700 1,500 2200 Const. Mgmt. 0 Construction 0 TOTAL EXPENSES 0 0 0 700 0 0 1500 0 0 2,200 FUND SOURCES Awarded Grant 0 KC Parks Levy 0 Mitigation Actual 0 Mitigation Expected 0 Park Impact Fees 2,200 2200 City revenue - TOTAL SOURCES 0 0 0 0 0 0 0 0 2200 2,200 Project Location: Entire System 2017 - 2022 Capital Improvement Program 101 CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 PROJECT: Park Improvements Project No. 91630103 DESCRIPTION: Park improvements at existing parks throughout the system due to new growth and that will increase capacity. May include play equipment replacement, shelters, park security cameras, and neighborhood play areas. JUSTIFICATION: Renovation and improvement of amenities in various parks throughout the City. STATUS: New project for 2017 - 2022 CIP. Program was scheduled to begin in 2017. REET 1 funds were reallocated the Public Safety Plan so plan has been delayed. Project is on Park Impact Fee list. MAINT. IMPACT: To be determined. COMMENT: 1% Municipal Arts Fund for City funded construction costs to be included. FINANCIAL Through Estimated in $000's 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design 50 50 50 50 168 368 Land (RMI) 0 Const. Mgmt. 0 Construction 200 200 200 200 670 1470 TOTAL EXPENSES 0 0 0 0 250 250 250 250 838 1,838 FUND SOURCES Awarded Grant 0 KC Parks Levy 245 180 425 Park Impact Fees 283 176 459 City revenue 250 250 (33) 5 482 954 TOTAL SOURCES 0 : 0 0 0 250 250 250 250 838 1838 1 O?017 - 2022 Capital Improvement Program PROJECT: DESCRIPTION: JUSTIFICATION: STATUS: MAINT. IMPACT: COMMENT: CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 Duwamish Hill Preserve Project No. 90330109 10.36 -acre parcel of open space allows for restoration of this site. Site is culturally and historically significant. Partnership with Forterra (formerly Cascade Land Conservancy) to preserve the site. Meets the Parks and Open Space Plan providing cultural and historical value along the City's shoreline. Phase I development was completed in 2010. Phase II development to be completed in 2019, with future work to possibly include a shelter. Approximately 250 staff hours per year. Phase II is on Park Impact Fee list. Sound Transit mitigation of $313K for use of the site. Grants of $765K ($50K KCD, $500 HCPF, $15 HCF, $200K 4Culture) with REET funds as a match. 1% Municipal Arts fund for City funded construction costs to be included. Formerly known as Duwamish Riverbend Hill, Poverty Hill, and Grandmother's Hill. FINANCIAL Through Estimated in$000' 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design 602 10 10 1,038 1,660 Land (RAN) 2,036 2,000 4,036 Const. Mgmt. 6 830 836 Construction 742 207 16 14 8 4,150 5,137 TOTAL EXPENSES 3,386 217 26 14 8 0 0 0 8,018 11,669 FUND SOURCES Awarded Grant 1,977 162 16 14 8 2,177 Proposed Grant 1,000 1,000 KC Parks Levy 599 S99 Mitigation 313 313 Park Impact Fees 243 2,004 2247 REET 1/City Revenue 254 55 10 5,013 5,332 TOTAL SOURCES 3,386 217 26 14 8 0 0 0 8,018 11,669 2017 - 2022 Capital Improvement Program 103 CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 PROJECT: Tukwila Pond Trail & Boardwalk Project No. 90330110 Phase I -Ill 90930101 Phase IV DESCRIPTION: The Tukwila Pond Concept Plan identified development to extend viewing platforms, construct trail and boardwalk and other amenities. JUSTIFICATION: Provides improved access to open spaces, gathering places, and enhances the Tukwila Urban Center. Project is on Park Impact Fee list. Phase I completed 2006. Phase II was completed in 2009 and included 50% design for park amenities and STATUS: feasibility study and design for water quality improvements. Phase III includes design of park improvements and buffer enhancement along Andover Park West. Phase IV includes final design and construction of trail, boardwalk, and park amenities. Proposd grant would be from Recreation Conservation Office. MAINT. IMPACT: To be determined. COMMENT: Wetland mitigation of $86,000 from WIG Properties and a 2008 King County grant for buffer enhancement. Phase IV is on Park Impact Fee list. 1% Municipal Arts Fund for City funded construction included. FINANCIAL Through Estimated in $000's 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design 240 1,250 1,490 Land (RMI) 0 Const. Mgmt. 1,000 1000 Construction 5,000 5,000 TOTAL EXPENSES 240 0 0 0 0 0 0 0 7,250 7,490 FUND SOURCES Awarded Grant 8 8 Proposed Grant 250 250 Mitigation Actual 86 86 Park Impact Fees 18 5,438 5,456 REET 1 Funds/City Re' 128 1,563 1,691 TOTAL SOURCES 240 0 0 0 0 0 0 0 7,250 7,490 104017 - 2022 Capital Improvement Program PROJECT: DESCRIPTION: JUSTIFICATION: STATUS: MAINT. IMPACT: COMMENT: CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 Tukwila South Trail Construct trails along the Green River in the Tukwila South area. Trail provides a connected park and trail system and promotes healthy and biking. Improves trail access for those that will live, work, and play Park Impact Fee list. Easements to be received from developer. Developer should leave the for the trail. To be determined. Project No. 91130101 and active living for walking in the Tukwila South area. Project is on easements near the final grade 1% Municipal Arts Fund for City funded construction costs to be included. FINANCIAL Through Estimated in $000's 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design 1,125 1,125 Land (RAN) 0 Const. Mgmt. 900 900 Construction 4,500 4,500 TOTAL EXPENSES 0 0 0 0 0 0 0 0 6,525 6,525 FUND SOURCES Awarded Grant 0 Proposed Grant 500 500 Mitigation Actual 0 Mitigation Expected 0 Park Impact Fees 4,894 4,894 REET 1 Funds/City Revenue 1,131 1,131 TOTAL SOURCES I 0 0 0 0 0 0 0 0 6,525 6,525 2017 - 2022 Capital Improvement Program 105 PROJECT: DESCRIPTION: in 2007. Entire site purchased with 1989 King County Open Space funds with habitat cleanup recommended. JUSTIFICATION: To utilize this preserved area to educate and provide a small garden area to improve the wetland area. STATUS: The Winter Garden was constructed in 2007. Phase II in beyond will include a trailhead from the Winter Garden, a trail system, boardwalk, and kiosks. Project is on Park Impact Fee list. MAINT. IMPACT: To be determined. Received a $15,000 grant from Starbucks and Home Street Bank contributed $2,500 for signage. The COMMENT: remaining balance from Phase I came from extra REET funds collected in 2007. 1% Municipal Arts Fund for City funded construction costs to be included. CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 Macadam Winter Garden & Wetland Project No. 90330108 A small winter garden area on this 11 acre site with educational exhibits related to the wetland was completed FINANCIAL Through Estimated in $000's 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Project Location f \in.fra opp- rn ' j Design 50 N \ S w 250 300 Land (R/W) / :t IKI ' St S P} 6 0 Const. Mgmt. 1 R ,y 200 200 Construction 374 st 31511.6i k \Z �ia15 .. I 1,000 1,374 TOTAL EXPENSES 424 0 0 0 0 0 0 0 1,450 1,874 FUND SOURCES Awarded Grant 18 18 Proposed Grant 50 50 Mitigation Actual 0 Mitigation Expected 0 Park Impact Fees 725 725 REET 1 Funds/City Rev 406 675 1,081 TOTAL SOURCES 424 0 0 0 0 0 0 0 1,450 1,874 °'2017 - 2022 Capital Improvement Program Project Location f \in.fra opp- rn ' j 1 N \ S w am: l ..E / :t IKI ' St S P} 6 1 R ,y st 31511.6i k \Z �ia15 .. I °'2017 - 2022 Capital Improvement Program CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 PROJECT: Open Space Improvements Project No. 90930102 DESCRIPTION: Development of new and future acquired properties to meet community needs. JUSTIFICATION: Open spaces serve different roles from preserving green space for future generations to providing active and passive recreational opportunities. STATUS: Many sites exist within the current Tukwila Park System with potential for more sites in the future via the Park Acquisition plan and property donations. Project is on Park Impact Fee list. MAINT. IMPACT: To be determined. COMMENT: 1% Municipal Arts Fund for City funded construction costs to be included. FINANCIAL Through Estimated in $000's 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design 1,000 1,000 Land (RMI) 150 150 Const. Mgmt. 800 800 Construction 4,000 4000 TOTAL EXPENSES 150 0 0 0 0 0 0 0 5,800 5,950 FUND SOURCES Awarded Grant 100 100 Proposed Grant 0 Mitigation Actual 0 Mitigation Expected 0 Park Impact Fees 4,350 4350 REET 1 Funds/City Rev, 150 1,350 1,500 TOTAL SOURCES 150 0 0 0 0 0 0 0 5800 5,950 Project Location: Entire System 2017 - 2022 Capital Improvement Program 107 CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 PROJECT: Synthetic Turf Field Project No. TBD DESCRIPTION: Change existing grass field to synthetic turf field for increased usage and playability. Synthethic turf will increase the annual usage, make the site more playable all year, and will allow for increased JUSTIFICATION: programming of the park. Potential candidate for Youth Athletic Field grant through Recreation Conservation Office. Project is on Park Impact Fee list. STATUS: Save Parks Levy funds to partner with Park Impact Fees and YAF Grant to complete project in 2022. MAINT. IMPACT: To be determined. COMMENT: 1% Municipal Arts Fund for City funded construction costs to be included. FINANCIAL Through Estimated in $000's 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design 500 500 Land (RNV) 0 Const. Mgmt. 400 400 Construction 2,000 2000 TOTAL EXPENSES 0 0 0 0 0 0 0 2,900 0 2,900 FUND SOURCES Proposed Grant 500 500 Awarded Grant 0 KC Parks Levy 225 225 Park Impact Fees 400 1,775 2175 REET 1 Funds/City Revenue 1775 (1,775) - TOTAL SOURCES I 0 0 0 0 0 0 0 2,900 0 2,900 1 0017 2022 Capital Improvement Program PROJECT: CITY OF TUKWILA CAPITAL PROJECT SUMMARY 2017 to 2022 Tukwila Urban Center - Pedestrian Bridge DESCRIPTION: Construct a new pedestrian/bicycle bridge over the Green River. Pedestrian/bicycle connection between Tukwila's Urban Center and commuter rail/Amtrak station. Supports local and regional goals and policies regarding land use and transportation in Urban Center. Pedestrian System Report identified the optimal location for bridge corssing to be south of the Ramada Inn at 15901 West Valley Hwy. Type, Size and Location Report was completed in 2011. Council approved a design of a twin -tied arch bridge with no accomodation for a future bridge crossing over West Valley Highway. JUSTIFICATION: STATUS: MAINT. IMPACT: To be determined. COMMENT: Project No. 90510403 Design grants: State Enhancement for $190K & $500K., Transit Oriented Development (TOD) planning grant of $55K, and Federal CMAQ grant of $751 K. WSDOT Regional Mobility construciton grant of $6.87M. Project is on Park Impact Fee list with funding of $2 million. FINANCIAL (in $000's) Through Estimated 2015 2016 2017 2018 2019 2020 2021 2022 BEYOND TOTAL EXPENSES Design 1,863 33 1,896 Land (RMI) 504 90 594 Const. Mgmt. 348 857 50 1255 Construction 1,854 3,639 1,503 6996 TOTAL EXPENSES 2367 2325 4496 1553 0 0 0 0 0 10,741 FUND SOURCES Awarded Grant 1,496 1496 Awarded Reg Mobility 581 2,323 2,241 1,725 6870 Park Impact Fees 197 189 297 683 Park Impact Fees expected 400 400 400 117 - 1317 City revenue 93 (187) 1958 (572) (400) (400) (117) 0 0 375 TOTAL SOURCES 2367 2325 4496 1553 0 0 0 0 0 10,741 2017 - 2022 Capital Improvement Program 109 110 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, AMENDING ORDINANCE NO. 2430 TO ADOPT AN AMENDED 2014 PARKS, RECREATION AND OPEN SPACE PLAN FOR THE CITY OF TUKWILA; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, RCW 35A.63.062 authorizes the City of Tukwila to perform comprehensive park and open space planning; and WHEREAS, the 2014 Parks, Recreation and Open Space Plan was reviewed in accordance with the State Environmental Policy Act process required by RCW 43.21C and was the subject of public comment prior to adoption in 2014; and WHEREAS, the Tukwila City Council adopted the 2014 Parks, Recreation and Open Space Plan per Ordinance No. 2430 on February 18, 2014; and WHEREAS, minor amendments to the 2014 Parks, Recreation and Open Space Plan are deemed appropriate as it relates to impact fees as authorized by RCW 82.02; and the overall goals, objectives and service standards of the 2014 Parks, Recreation and Open Space Plan are retained; and WHEREAS, the Plan amendments have been evaluated as appropriate under SEPA pursuant to RCW 43.21C in 2017; and WHEREAS, the amended Plan was presented to the public for comment and modification at a public hearing on April 23, 2018; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY ORDAINS AS FOLLOWS: Section 1. Ordinance No. 2430 is hereby amended with the City Council's adoption of the Amended 2014 Parks, Recreation and Open Space Plan. W: Word Processing\Ordinances\Parks Recreation and Open Space Plan amended 4-2-18 PM:bjs Page 1 of 2 111 112 Section 2. A copy of the Amended 2014 Parks, Recreation and Open Space Plan shall be kept on file electronically and accessible from the City's website in accordance with Washington State records retention schedule requirements and City policy, and shall be made available to the public upon request. Section 3. The Amended 2014 Parks, Recreation and Open Space Plan is adopted by reference as part of the Comprehensive Plan. Section 4. A copy of this ordinance and the Amended 2014 Parks, Recreation and Open Space Plan shall be filed with the following City departments: 1. Community Development 2. Public Works Department 3. Finance Department 4. Parks & Recreation Department 5. Mayor's Office Section 5. Corrections by City Clerk or Code Reviser. Upon approval of the City Attorney, the City Clerk and the code reviser are authorized to make necessary corrections to this ordinance, including the correction of clerical errors; references to other local, state or federal laws, codes, rules, or regulations; or ordinance numbering and section/subsection numbering. Section 6. Severability. If any section, subsection, paragraph, sentence, clause or phrase of this ordinance or its application to any person or situation should be held to be invalid or unconstitutional for any reason by a court of competent jurisdiction, such invalidity or unconstitutionality shall not affect the validity or constitutionality of the remaining portions of this ordinance or its application to any other person or situation. Section 7. Effective Date. This ordinance or a summary thereof shall be published in the official newspaper of the City, and shall take effect and be in full force five days after passage and publication as provided by law. PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at a Regular Meeting thereof this day of , 2018. ATTEST/AUTHENTICATED: Christy O'Flaherty, MMC, City Clerk APPROVED AS TO FORM BY: Rachel B. Turpin, City Attorney Allan Ekberg, Mayor Filed with the City Clerk: Passed by the City Council: Published: Effective Date: Ordinance Number: W. Word Processing\Ordinances\Parks Recreation and Open Space Plan amended 4-2-18 PM:bjs Page 2 of 2 CHAPTER 2. PARK AND RECREATION NEEDS • Existing Features: This category depicts existing site features that would allow for added site capacity including access, public parking and restrooms. • Fills Activity Gap: This category identifies sites that have new activity potential and that can improve access to identified activity gap areas. • New Activity Potential: Parks with new activity potential are those that do not currently accommodate one or more of the top five close -to -home recreational activities but have potential to do so. In some cases, parks may already feature one of the desired activities but have the potential to add more. For example, a site may already have an internal pathway that could be expanded to improve opportunities for walking and biking. LEVEL OF SERVICE (LOS) STANDARDS. The LOS standards direct the City's response to increased demand, both growth related and due to changes in population. Tukwila Parks and Recreation has two LOS standards, one based on access and one based on the per capita investment. Parks LOS 1: All residents and visitors should be within 1/4 to 1/2 mile of a City -owned park. Parks LOS 2: The investment per capita of the City's park systems including land and facilities should be commensurate with the current level of investment as growth occurs. The City of Tukwila has developed a capital project list that includes investments to support and facilitate the increased usage of existing park and recreation assets to meet growing demand as well as strategic expansions of the system as opportunities arise. 2-6 Tukwila Parks, Recreation and Open Space Plan 113 CHAPTER 4. RECOMMENDATIONS Physical Planning and Management LEVEL OF SERVICE (LOS) STANDARDS - ACCESS AND INVESTMENT. The City's LOS standards are outlined on page 2.6. Tukwila's approach to park and recreation services should be based on providing different park types that serve specific functions, following the classifications outlined in this Plan. The service area distance is based on providing convenient access and maximizing benefits to the public by preventing duplication of services. Use of this measurement also considers non- residents, such as workers and visitors. RANK PARK AND RECREATION PROJECTS THROUGH THE USE OF PRIORITIZATION CRITERIA. The criteria should be used as a starting point to identify how projects should be ranked, while factoring changing conditions and opportunities. DEVELOP AND IMPLEMENT UPDATED PARK DESIGN GUIDELINES AND POLICIES. Design guidelines for park and recreation development should be used as a basis for all future park master plans and park improvements. These should reference the guidelines provided in the Southcenter Subarea Plan, and outline best practices in system development, including parameters for park character and size, access and compatible amenities and features. The guidelines should promote compatibility between uses and structures adjacent to parks. REDUCE THE MAINTENANCE NEEDS OF LOW- FUNCTIONING SMALL PARKS. Several of the city's smaller parks should be undergo maintenance efficiency improvements to better align with the way these sites are used by the public. This could include replacing selected areas of turf with groundcover or permeable pavers, increasing or adding to tree groves or replacing park benches with seat walls. ADD A DISC GOLF COURSE TO THE SYSTEM. Parks with capacity for a disc golf course offer open areas or fairways ranging between 20-40 feet wide, and can accommodate nine tee pads and baskets, signage and user amenities such as benches. Southgate Park has potential for adding a disc golf course. However, the park currently has no public access, parking or access to transit. IDENTIFY THE PREFERRED LOCATION FOR AN ADDITIONAL COMMUNITY GARDEN. The public has identified Duwamish Park as having potential for a community garden. Gardens require at least six hours of unobstructed sunlight, access to a reliable water source and fencing. Duwamish Park is not City - owned but has good public access, parking and portable restrooms. 4-10 Tukwila Parks, Recreation and Open Space Plan 114 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Peggy McCarthy, Finance Director BY: Laura Crandall, Finance Staff CC: Mayor Ekberg DATE: April 11, 2018 SUBJECT: B&O Tax; Information Only ISSUE This memorandum provides information on B&O tax rates, implementation, and projected revenues. BACKGROUND Business and Occupation (B&O) taxes are collected statewide. RCW 35A.82.020 gives cities the authority to impose a B&O on businesses operating in their city; 43 of Washington's 281 cities do so. Four classifications—Retailing, Wholesaling, Manufacturing, and Service & Other Activities—are subject to B&O. The State's Model Ordinance for B&O requires cities to adopt an exemption threshold where businesses grossing less than the threshold would not be subject to the tax. The threshold may be set as low as $20,000 in gross receipts; it must be consistent across all classifications. Administering a B&O tax is complex. Some businesses may engage in multiple activities, requiring them to report in more than one classification. Rates may be set at different levels for each classification, but not within a classification. Depending on whether a business is required to file quarterly or annually, a business may be subject to taxation in one quarter, but not in others. In addition, there are multiple activities that are exempt from B&O. Tax imposed is primarily measured on gross proceeds of sales or gross income. This memo includes: • Revenue estimations • Staffing and implementation information from other cities • Considerations for implementation and administration • Options for further inquiry Staff interviewed Shoreline, Renton, and Kent finance staff about financial modeling, implementation timelines, initial and ongoing costs and staffing levels, and recommendations or unexpected issues regarding implementation. Burien was not interviewed, as they do not administer B&O tax in-house. Two data sets were used: 2017 taxable sales for Tukwila from the Department of Revenue, and the City of Tukwila's own data on actual gross receipts for 2017. 115 INFORMATIONAL MEMO Page 2 DISCUSSION Revenue Targets A few of the factors affecting the amount of revenue collected, number of returns processed, and staff needed to support B&O are: • Rate of Taxation • Exemption Threshold Level • Quarterly or Annual Filing The lower the exemption threshold, the higher the number of returns the City could expect to process since a greater number of businesses would be subject to the tax. Consequently, a greater number of returns would require more administrative, outreach, and education work. Similarly, when businesses file quarterly, the work load shifts. All cities queried hired additional staff for implementation and ongoing administration. The City of Kent has the highest number of returns and employs 4 B&O FTE's full-time: two field auditors, one customer service specialist, and another in-house auditor. Table 1 shows FTE's, program costs, and number of filings for three cities. Table 1: Staffing, Costs, and # of Filings by City City FTE Program Cost # of Filings Quarterly Annual Kent 4 $780,000 4,000 N/A Renton 1 $250,000 N/A 1,200 Shoreline 1 $245,0001 N/A N/A Cities surveyed established a target revenue and set taxation rates and threshold based on their projections. Both Kent and Renton collected more tax than projected; Shoreline's tax goes into effect in 2019. Once the cities had been through a budget cycle, projections became more accurate. One city's initial target revenue was $5 million, and their actual collected was over $9 million. Another city's target revenue of $3 million resulted in over $4 million collected. Rates Rates and threshold affect the level of revenue generated and the number of businesses taxed. How rates are applied can also shape the economic development landscape. For example, one city set rates to encourage an increase in retail businesses and reduce another type of business. For this report four rates of taxation and two different thresholds were used for each data set. A variety of additional scenarios could be produced by varying rates between classifications and/or altering the threshold. It should be emphasized that the projections in this memorandum are an estimate; businesses not subject to the tax were not identified and removed from the scenarios. Instead, this was achieved by assuming that 75% of the total amount in each data set would be subject to B&O tax. Should the Committee wish to pursue a B&O tax further, more extensive modeling should be done, with exempt businesses and activities removed. 1 Estimated. Source: 12/4/2017 City of Shoreline Staff Report. 116 Z \Council Agenda Items\FinancelB&O Docs\Memo\B&OMemo doc INFORMATIONAL MEMO Page 3 Table 2. Annual Projections Based on Taxable Sales* $200,000 Threshold $500,000 Threshold Rate 0.0005 $507,593 $332,316 0.0009 $862,909 $564,937 0.001 $1,015,187 $664,632 0.002 $2,030,374 $1,329,263 *Department of Revenue data set. Assumes 75% of total subject to the tax. Table 3. Annual Projections based on Gross Receipts* Rate $200,000 Threshold $500,000 Threshold 0.00050 $629,641 $604,282 0.00085 $1,070,390 $1,027,280 0.001 $1,259,283 $1,208,565 0.002 $2,518,565 $2,417,129 "Tukwila data set. Assumes 75% of total subject to the tax. The difference in projected revenue figures in Tables 2 and 3 can be attributed the use of taxable sales figures in one table (Table 2) and gross receipts in another (Table 3). Both tables assume 75% of the total dollars from the data set are subject to the tax. This method was an expedient way to show potential revenues and should be considered an estimate requiring further refinement. Other Considerations In addition to increased revenues for City operations, adopting a B&O tax would increase staff workload, personnel costs, and systems costs. These and other items for consideration are shown below, in no order of importance. • Current staffing and workload in Finance and IT/IS • Current and near future City projects requiring additional Finance and/or IT/IS services • Initial and ongoing costs of implementing and administering program • Community/Business outreach and education, initial and ongoing • Client filing methods and forms • Filing periods; frequency, and existing reporting requirements for businesses • Exemption Threshold • City's current business profile and desired future profile • Existing taxation methods and potential impacts • Technology and systems required for filing and processing B&O RECOMMENDATION Discussion Only. ATTACHMENTS Renton B&O Actuals Chart Department of Revenue City B&O Rates, 2018 Z:ICounal Agenda Items\Finance\B&O Docs\Memo\B&OMemo.doc 117 118 BUSINESS AND OCCUPATION TAX • 2016 was the first year Business and Occupation Tax was collected. • $6.4M in B&O tax was collected with a corresponding $1.2M decrease in business license/head tax revenue. • 2017 B&O tax collections have outperformed 2016 by 18% and are projected to exceed the budget by 10%. ■ Upward adjustment of $700k is being made to the 2017 and 2018 budget. $10 $8 $6 2 $4 $2 $- Business License and B&O Tax Collections II i 1 2013 2014 2015 2016 2017 2018 Actual Actual Budget Budget Business License B&O 119 (e "ti# W311 VON3JV Local Business (B&O) Tax Rates Effective January 1, 2018 City Phone # Manufacturing rate Retail rate Services rate Wholesale rate Threshold Quarterly Annual Aberdeen (360) 533-4100 0.002 0.003 e 0.00375 e 0.003 e $5,000 $20,000 Algona (253) 833-2897 0.00045 0.00045 0.00045 0.00045 $10,000 $40,000 Bainbridge Island (206) 780-8668 0.001 0.001 0.001 0.001 $150,000 Bellevue (425) 452-6851 0.001496 0.001496 0.001496 0.001496 $160,000 Bellingham (360) 778-8010 0.0017 0.0017 0.0044 e 0.0017 $5,000 $20,000 Bremerton (360) 473-5311 0.0016 0.00125 0.002 0.0016 $160,000 Burien (206) 241-4647 0.001 0.001 0.001 0.001 $200,000 Cosmopolis (360) 532-9230 0.002 0.002 0.002 0.002 $5,000 $20,000 Darrington (360) 436-1131 0.00075 0.00075 0.00075 0.00075 $20,000 Des Moines (206) 878-4595 0.002 0.002 0.002 0.002 $50,000 DuPont (253) 964-8121 0.001 0.001 0.001 0.001 $5,000 $20,000 Everett (425) 257-8610 0.001 0.001 0.001 0.001 $5,000 $20,000 Everson (360) 966-3411 0.002 0.002 $1,000,000 Granite Falls** (360) 691-6441 Hoquiam (360) 532-5700 0.00200 0.00200 0.00200 0.00200 $5,000 $20,000 Ilwaco (360) 642-3145 0.00200 0.00200 0.00200 0.00200 $20,000 Issaquah (425) 837-3054 0.00120 0.00120 0.00150 0.00120 $25,000 $100,000 Kelso (360) 423-0900 0.00100 0.00100 0.00200 0.00100 $20,000 Kenmore (425) 398-8900 0.00200 * $5,000 Kent (253) 856-6266 0.00046 0.00046 0.00152 0.00152 $62,500 $250,000 Lacey (360) 491-3214 0.00100 0.00200 $5,000 $20,000 Lake Forest Park (206) 368-5440 0.00200 0.00200 0.00200 0.00200 $5,000 Long Beach (360) 642-4421 0.00200 0.00200 0.00200 0.00200 $5,000 Longview (360) 442-5040 0.00100 0.00100 0.00200 0.00100 $20,000 Mercer Island (206) 275-7783 0.00100 0.00100 0.00100 0.00100 $150,000 North Bend (425) 888-1211 0.00200 0.00200 0.00200 0.00200 $5,000 Ocean Shores (360) 289-2488 0.00200 0.00200 0.00200 0.00200 $5,000 $20,000 Olympia (360) 753-8327 0.00100 0.00100 0.00200 0.00100 $5,000 $20,000 Pacific (253) 929-1100 0.00200 0.00200 0.00200 0.00200 $5,000 $20,000 Port Townsend**** (360) 385-2700 0.00200 0.00200 0.00200 0.00200 $0 $100,000 Rainier (360) 446-2265 0.00200 0.00200 0.00200 0.00200 $5,000 Raymond (360) 942-3451 0.00200 0.00200 0.00200 0.00200 $5,000 $20,000 Renton**** (425) 430-6400 0.00085 0.00050 0.00085 0.00085 $500,000 Roy (253) 843-1113 0.00100 0.00200 0.00200 0.00100 $5,000 $20,000 Ruston (253) 759-3544 0.00110 0.00153 0.00200 0.00102 $5,000 $20,000 Seattle*** (206) 684-8484 0.00222 v 0.00222 v 0.00427 v 0.00222 v $100,000 Shelton (360) 426-4491 0.00100 0.00100 0.00100 0.00100 $5,000 $20,000 Snoqualmie (425) 888-1555 0.0015 0.0015 0.0015 0.0015 $5,000 South Bend (360) 875-5571 0.001 0.002 0.002 0.002 $5,000 Tacoma (253) 591-5252 0.00110 0.00153 0.00400 e 0.00102 $250,000 Tenino (360) 264-2368 0.002 0.002 0.002 0.002 $5,000 $20,000 Tumwater (360) 754-5855 0.001 0.001 0.002 0.001 $5,000 $20,000 Westport (360) 268-0131 0.0025 e 0.005 e 0.005 e 0.0025 e $5,000 Yelm (360) 458-3244 0.001 0.002 0.002 0.001 $5,000 (v) = voter approved increase above statutory limit (e) = rate higher than statutory limit because rate was effective prior to January 1, 1982 (i.e., grandfathered). *Kenmore's B&O tax applies to heavy manufacturing only. **Granite Falls repealed its B&O tax for all businesses other than extracting. ***Seattle changed its rates effective January 1, 2018. **** Port Tonsend and Renton changed the minimal threshold in 2018 NOTE: Tax rates may apply to businesses categories other than those above. Thresholds are subject to change. Exemptions, deductions, or other exceptions may apply in certain circumstances. Contact the city finance de q tment for more information. Assocla4bnl of Washington Cities January 2017 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Peggy McCarthy, Finance Director BY: Laura Crandall, Finance Staff CC: Mayor Ekberg DATE: April 11, 2018 SUBJECT: Sales Tax Revenue Sector Trends ISSUE Tukwila's sales tax revenue is below projections, leading to budgetary constraints. BACKGROUND An overview of the City of Tukwila's taxable retail sales by sector shows an average increase of 3% per year. In a survey of taxable retail sales for five South King County cities for the 2011- 2017 period, Tukwila recorded the lowest average increase in taxable sales of all five cities. Tukwila's largest sales tax revenue sector, Retail Trade, recorded a modest growth of 5% for the period 2014-2016. Within the sector some lines of business have increased by 15%. The purpose of this analysis is to take a closer look at categories within sectors that are showing significant upward or downward movement. These categories make up a large portion of the sector in some cases. In others, total dollars generated by the category may be small, but the degree of movement may warrant attention. The 2014-2016 period was used for the sector analysis because a complete data set through 2017 by sector was not available at the time of this writing. ANALYSIS Analysis was performed using the North America Industry Classification System (NAICS), an index that assigns descriptive industry classifications to six -digit codes. Each six -digit code is rolled up into a two -digit Sector category. For this analysis, four -digit NAICS codes were used. The term Sector refers to the entire category. The term Classification refers to segments of the sector. This level of detail allows for meaningful examination of changes within the sector, making it possible to identify classifications contributing to a decline or increase of sales within the sector. An example of how the codes are constructed is below. The red circle indicates the level of detail for this analysis. Sector Classification 31-33 - Manufacturing 312 - Beverage arnd tobacco product manufacturing 3121 - Beverage manufacturing ;11.. 31211 - Soft drink and ice manufacturing 312111 - Soft drink manufacturing 121 INFORMATIONAL MEMO Page 2 Snapshot of Material Changes 2015 was an outlier year, with a spike in taxable for all but one of the cities (Burien) included in this study. With that in mind, this analysis looks for sectors and Classifications that show material change between 2014-2016. While in some cases movement up or down may be significant, if the total taxable sales generated by the classification or sector is lower than $4 million, it has not been included. For the purposes of this study, material change for the period would be any sector generating more than $4 million in taxable sales in 2016 that has increased by more than 25% over 2014. Classifications within the sector that are going against a trend will be highlighted if the trend is material. For example, the Wholesale Trade sector decreased by $37.6 million, or 20%, but the classification of Machinery, Equipment, and Supplies increased 25%, or $8.8 million. Data Sets Data sets from the Washington State Department of Revenue, Municipal Research and Services Center, the Washington State Office of Financial Management, and the City of Tukwila were used and are noted on each table and chart. Some classifications within the data sets are confidential and could not be used for this analysis. Tables Each sector in this document will have an overall table showing sales for the entire sector, number of business units (Units), and the +/- change. Following the sector table is a table showing classifications within the sector that show notable movement. Main Sales Table Below is the Main Sales Table (Table M) of all sectors recording taxable retail sales in Tukwila. Total sales for 2016, sales increase or decrease over 2014. and percent of increase in 2016 over 2014 sales is included. Table M. City of Tukwila 2016 Taxable Retail Sales by Sector NAICS 44-45 RE 72 AC 23 CO 42 WF 51 INF 53 RE 54 PR 71 AR 81 OT 31-33 MA 56 MA 52 FIF 62 HE 48-49 TR 61 SCHOOLS SECTOR 2016 Taxable Retail Sales 2016 $ +/- over 2014 Sales 2016 % +/- over 2014 Sales TAIL TRADE $ 1,104,979,507 $ 53,783,683 I 5% COMMODATIONS AND FOOD SERVICES . 280,946,808 26,440,007 I 9% 40% NSTRUCTION 160,134,611 63,695,558 IOLESALE TRADE 150,167,871 -37,620,796 ' -25% ORMATION 97,342,457 26,073,747 27% AL ESTATE 72,996,828 16,382,088 22% T OFESSIONAL SERVICES 60,704,760 17,465,765 29% TS, ENTERTAINMENT, & RECREATION 25,421,971 12,487,149 49% HER SERVICES 23,005,239 -2,865,544 -12% NUFACTURING 22,442,370 3,929,789 18% NAGEMENT SERVICES 16,884,090 4,210,956 25% IANCE/INSURANCE 7,385,541 1,907,389 26% ALTH SERVICES 5,054,728 4,908,888 97% ANSPORTATION 4,860,438 768,983 16% 970,514 Data Source: Department of Revenue Annual Taxable Retail Sales 1 22 Z:ICouncil Agenda Items\FinancelSales Tax\memoFinal12018-04FinSalesTax.doc INFORMATIONAL MEMO Page 3 Overview of King County and Five South King County Cities Tukwila's taxable sales for the period 2010-2017 were reviewed in context with King County, with a focus on four South King County (SKC) cities: Auburn, Burien, Kent, and Renton. Taxable Sales: The County showed an average increase in taxable sales of 6% for the period. All five SKC cities also showed an upward trend. Average growth for the period for Tukwila was 3%, with Kent and Auburn at 5%. Renton was on -trend with the County, recording 6% growth, and Burien came in above the County trend at 8%. Population Growth: Four SKC cities grew at a greater rate than the 11% rate reported for King County. Auburn and Renton had the largest population increase, at 14% and 16% respectively. The high population growth for Burien and Kent can be largely attributed to annexations. Tukwila had the lowest population growth, at 7%. (Table 1) Table 1. Regional Revenue and Population Growth 2010-2017 City King County Average Sales Tax Growth 6% Total Population Growth Auburn Burienl Kent2 Renton 5% 8% 5% 6% Tukwila 3% 11% 14% 37% 30% 16% 7% Data Source: OFM, MRSC Figure I. Annual Sales Tax Revenue by City, in Millions 0 30 c 0 25 2 20 15 10 5 0 Renton, $26 1 Annexation 2010 2 Annexation 2010 Z:ICouncil Agenda Items\FinancelSales Tax1memoFinal12018-04FinSalesTax.doc 123 INFORMATIONAL MEMO Page 4 Tukwila Sectors Moving Table 2 shows sectors with notable movement for the 2014-2016 period. Some highlights were: Construction; and Arts, Entertainment, and Recreation. Retail showed a modest increase of 5%- -the smallest increase of all sectors shown at the beginning of this document. (Table M) Figure 2 shows the movement of construction and wholesale trade. Table 2. City of Tukwila 2016 Taxable Retail Sales by Sector 2016 Taxable Retail 2016 $ +1- 2016 % +1- NAICS SECTOR Sales over 2014 Sales over 2014 Sales 44-45 RETAIL TRADE $ 1,104,979,507 $ 53,783,683 5% ACCOMMODATIONS AND 72 FOOD SERVICES 280,946,808 26,440,007 9% 23 CONSTRUCTION 160,134,611 63,695,558 40% 42 WHOLESALE TRADE 150,167,871 -37,620,796 -25% 51 INFORMATION 97,342,457 26,073,747 27% 53 REAL ESTATE 72,996,828 16,382,088 22% 54 PROFESSIONAL SERVICES 60,704,760 17,465,765 29% ARTS, ENTERTAINMENT, 71 & RECREATION 25,421,971 12,487,149 49% Figure 2. 124 Z:\Council Agenda Items\Finance\Sales Tax\memoFinal12018-04FinSalesTax.doc INFORMATIONAL MEMO Page 5 44-45 Retail Trade Retail Trade is the City's largest generator of taxable retail sales, with over a billion dollars a year in activity. (Table 3) Table 3. 44-45 Retail Trade 2014 2015 2016 +1- 2016 over 2014 Sales $ 1,051,195,824 $ 1,092,047,954 $ 1,104,979,507 $ 53,783,683 Units 2445 2673 3018 +573 Data Source: Washington State Department of Revenue Both the number of business units and the amount of taxable sales for this sector increased each year within the period. Taxable sales were up by $53.7 million in 2016 over 2014's figures. As mentioned before, 2015 year with high taxable sales and 2016 figures in this sector were an improvement on that year. Four classifications within the sector have taxable sales over $100 million: • Clothing Stores • Department Stores • Electronics and Appliance Stores • General Merchandise Stores Table 4. Retail Trade Classifications with Increasing Taxable Sales 2014 2015 2016 +/- 2016 over 2014 Electronics and Appliance Stores $ 117,981,607 $ 123,835,343 $ 138,867,655 $ 20,886,048 Direct Selling Establishments $ 5,187,895 $ 9,314,370 $ 11,879,687 $ 6,691,792 Data Source: Washington State Department of Revenue Of those classifications, Electronics and Appliance stores' sales were a major contributor to the sector's increase, a growth of almost $21 million, or 15%. This accounted for 39% of the total increase for the sector. This classification made up 26% of the entire retail sector in 2016. (Table 4) The number of units grew from 284 to 336. Direct Selling, a small classification, more than doubled activity for the period, moving from $5.1 million to $11.8 million. Table 5. Classifications Moving Against the Sector Trend • Automobile Dealers' figures were down almost 10%, or $4.4 million. • Department Store sales decreased in 2016 over 2014 figures by just over $4 million. Of note is the moderate increase of $1.5 million in 2015, the year in which taxable sales across sectors were high. The number of units was unchanged (8). • Electronic Shopping dropped almost $6 million, although number of units increased slightly. Z:\Council Agenda Items\Finance\Sales Tax\memoFinal12018-04FinSalesTax.doc 125 INFORMATIONAL MEMO Page 6 Automobile Dealers Department Stores Electronic Shopping and Mail -Order Houses Table 5. Retail Trade Classifications with Declining Taxable Sales 2014 $ 65,363,562 $ 154,480,120 $ 16,021,724 Data Source: Washington State Department of Revenue 2015 2016 +/- 2016 over 2014 70,923,413 $ 60,884,953 ($ 4,478,609) 155,986,762 $ 150,425,781 ($ 4,054,339) 15,785,600 $ 10,154,370 ($ 5,867,354) Total +/- for these classifications ($ 14,400,302) 54 Professional, Scientific, and Technical Services This sector increased 29%, up more than $17.4 million. Total sales stood at almost $61 million in 2016. Table 6. 54 Professional, Scientific, and Technical Services 2014 Sales $ 43,238,995 Units 496 2015 $ 54,033,784 561 2016 $ 60,716,836 624 +/- 2016 over 2014 $ 17,477,841 +128 Data Source: Washington State Department of Revenue Table 7. Classifications Up and Down Growth of in this sector can be attributed to an increase in Computer Systems Design and Related Services; it grew by 70 units and $13.3 million. There was a decrease of $5.5 million in Architectural, Engineering, and Related. Table 7. Professional, Scientific, and Technical Services Classifications Increasing and Decreasing Architectural, Engineering, and Related Services Computer Systems Design and Related Services 2014 $ 6,717,995 $ 23,542,640 Data Source: Washington State Department of Revenue 2015 $ 9,377,094 $ 33,329,141 126 Z:1Council Agenda Items\Finance\Sales TaxlmemoFinal12018-04FinSalesTax.doc 2016 +/- 2016 over 2014 $ 1,263,934 $ (5,454,061) $ 46,899,954 $ 23,357,314 INFORMATIONAL MEMO Page 7 71 Arts and Entertainment This sector almost doubled, increasing from $12.9 million in 2014 to $25.4 million in 2016. Table 8. 71 Arts and Entertainment 2014 2015 2016 +1- 2016 over 2014 Sales $ 12,934,822 $ 23,399,168 $ 25,426,623 $ 12,491,801 Units 36 45 53 +17 Data Source: Washington State Department of Revenue Other Amusement and Recreation Industries increased by $6.1 million, up 35%. Total taxable sales in 2016 were $17.3 million, up from $11.2 million in 2014. The largest classification within this sector is Other Amusement and Recreation Industries, which includes golf courses, fitness centers, and bowling centers. It also accounts for the greatest increase within the sector. A caveat to this sector is that four classifications that were in confidential status in 2014 moved out of confidential status in 2016, which would account for about 50% of the $12.4 million increase. It is likely that not all of this increase is attributable to sector growth, as we have no figures for the confidential classifications prior to 2016.3 72 Accommodations and Food Services More than quarter -billion dollars are generated by this sector. Sales increased $26.4 million although business units decreased. Table 9. 72 Accommodations and Food Services 2014 2015 2016 +1- 2016 over 2014 Sales $254,506,801 $273,883,051 $280,946,808 $ 26,440,007 Units 226 218 213 -13 Data Source: Washington State Department of Revenue Classifications showing growth were: Traveler Accommodation, up by $9.4 million, or 13% and Restaurants and Other Eating Places. up $15.7 million, or 8%. 3 The previously confidential classifications are: 7112: Spectator Sports; 7113: Promoters of Performing Arts, Sports, and Similar Events; 7121: Museums, Historical Sites, and Similar Institutions ($2.8 million 2016); 7131: Amusement Parks and Arcades ($3.7 million in 2016; $2.9 million in 2015). Z:1Council Agenda Items\Finance\Sales Tax\memoFinal12018-04FinSalesTax.doc 127 INFORMATIONAL MEMO Page 8 Tukwila Sectors Decreasing 42 Wholesale Trade Wholesale Trade declined overall for the period despite a significant increase in the number of business units operating. Figures for 2016 were down 25% on 2014 sales: a $37.6 million drop. Table 10. 42 Wholesale Trade 2014 2015 2016 +1- 2016 over 2014 Taxable Sales $ 187,788,667 $ 235,682,536 $ 150,167,871 ($ 37,620,796) Units 1581 1600 1683 +102 Data Source: Washington State Department of Revenue Table 11. Movement of Major Classifications within the Sector Three classifications make up more than 80% of the total annual taxable sales in this sector, shown in the table below. 1. Motor Vehicle/parts/supplies: While the number of business units increased by 5, taxable sales dropped by $46.2 million for the period; falling from $67.2 million in 2014 to $20.9 million in 2016, or 69%. 2. Professional and Commercial Equipment registered an 11% drop in sales during the high -revenue year of 2015, even while the number of units increased by 6. It rebounded in 2016 to just under 2014 sales figures. Table 11. Movement of Major Classifications within the Sector Motor Vehicle and Motor Vehicle Parts Machinery, Equipment, and Supplies Professional and Commercial Equipment and Supplies 2014 2015 2016 +1- 2016 over 2014 $ 67,287,390 $ 35,760,651 $ 48,004,497 Data Source: Washington State Department of Revenue $ 113,860,049 $ 47,169,164 $ 34,672,939 $ 20,997,037 $ 44,627,333 $ 47,759,191 ($ 46,290,353) $ 8,866,682 ($ 245,306) Against the Sector Trend Machinery, Equipment, and Supplies grew $8.8 million in 2016 over 2014 figures, a gain of 11%. The number of business units was up 25%, increasing from 250 to 275. 128 Z:ICouncil Agenda Items\FinancelSales Tax\memoFinal12018-04FinSalesTax.doc INFORMATIONAL MEMO Page 9 Small -Sectors Increasing 31-33 Manufacturing Manufacturing units increased from 601 to 642 for the three-year period, and revenue increased from $18.5 million in 2014 to $22.5 million in 2016. Table 12. 32 Manufacturing 2014 2015 2016 +1- 2016 over 2014 Taxable Sales $ 18,512,581 $ 19,880,153 $ 22,442,370 $ 3,929,789 Units 601 581 642 +41 Data Source: Washington State Department of Revenue The number of beverage manufacturers grew from 76 units in 2014 to 101 units in 2016, with revenue almost doubling from $600,000 in 2014 to $1.1 million in 2016. Within this classification are brewers and distillers. 62 Health Services Health Services taxable retail sales in 2016 was over $5 million, an increase of more than $4.9 million over 2014. The most active classifications within this sector were Vocational Rehabilitation Services, which makes up about 75% of the total, and Offices of Other Health Practitioners, which increased from under $100,000 to over $1.5 million for the period. 2014 Taxable Sales $ 145,840 Units 33 Table 13. 62 Health Services 2015 2016 +1- 2016 over 2014 $ 338,482 33 $ 5,054,728 $ 4,908,888 40 +7 Additional Questions/Considerations: Was there a change in tax law/reporting/classification? What is the trend in other cities within sectors and classifications? What are we missing from the confidential classifications? RECOMMENDATION Discussion only ATTACHMENTS Appendix Powerpoint Z:1Council Agenda Items\FinancelSales TaxlmemoFinal12018-04FinSalesTax.doc 129 130 APPENDIX. Regional General Retail Sales Table A. City Auburn Burien Kent Renton Tukwila Grand Total 2010 20% 6% 23% 28% 23% 100% City Percent of Combined Annual Regular and Optional Sales Tax Revenue by Year 2011 20% 7% 2012 2013 20% 20% 7% 7% 23% 28% 28% 23% r 23% 27% 2014 20% 8% 23% 28% 2015 2016 2017 20% 19% 7% 8% 22% 23% 28% 30% 19% 8% 23% 29% 24% 22% 100% 100% 22% 21% 22% 21% 20% 100% 100% 100% 100% 100% Data Source: Municipal Research and Services Center and Washington State Department of Revenue Table B. SKC City Regular and Optional Annual Sales Tax Revenue City ii 2010 2011 2012 2013 2014 2015 _I 2016 J; 2017 Auburn 1 $ 12,286,732 $ 12,887,253 $ 13,037,325 $ 14,364,200 $ 15,622,791 $ 16,865,539 ! $ 16,973,594' $ 17,581,514 Burien 4,006,5681 4,378,688 4,645,268 5,037,874 5,769,855 5,892,128 6,898,283 7,483,936 Kent ' 14,331,270 15,336,714 15,460,397 16,210,975 17,598,065 18,681,783 20,390,704 20,848,288 Renton �L__ 17,198,220 17,764,532 18,564,670 20,416,372 21,512,379 23,439,266 26,353,246 26,331,634 Tukwila 14,317,806 15,589,305 14,882,653 15,882,277 16,014,990 18,521,046 18,358,690 18,125,678 Grand Total $ 62,140,596 $ 65,956,493 $ 66,590,313 $ 71,911,698 $ 76,518,082 $ 83,399,762 $ 88,974,516 $ 90,371,050 IL Data Source: Municipal Research and Services Center and Washington State Department of Revenue Table C. Percent Increase Over Prior Years' Regular and Optional Sales Tax Revenue, by City Average for Location Name 2011 2012 2013 2014 2015 2016 2017 the period King County 5% 7% 7% 8% 10% 8% N/A 6%4 Auburn 5% 1% 9% 8% 7% 1% 3% 5% Burien 8% 6% 8% 13% 2% 15% 8% 8% Kent 7% 1% 5% 8% 6% 8% 2% 5% Renton 3% 4% 9% 5% 8% 11% 0% 6% Tukwila 8% -5% 6% 1% 14% -1% -1% 3% Data Source: Municipal Research and Services Center and Washington State Department of Revenue Table D. April 1 Population Estimates City/Town Name 2011 2012 2013 2014 2015 2016 2017 Auburn 70,705 71,240 73,235 74,630 75,545 77,060 78,960 Buriens 47,660 47,730 48,030 48,240 48,810 50,000 50,680 Kent6 118,200 119,100 j 120,500 121,400 122,900 124,500 127,100 Renton 92,590 93,910 95,540 97,130 98,470 101,300 102,700 Tukwila 19,050 19,080 19,160 19,210 19,300 19,540 19,660 Data Source: OFM 4 Does not include 2017, which was unavailable. Average is for 2011-2016 s Annexation 2010 6 Annexation 2010 SECTOR 44-45 RETAIL TRADE 72 ACCOMMODATIONS AND FOOD SERVICES 23 CONSTRUCTION 42 WHOLESALE TRADE 51 INFORMATION 53 REAL ESTATE 54 PROFESSIONAL SERVICES 71 ARTS, ENTERTAINMENT, & RECREATION 81 OTHER SERVICES 31-33 MANUFACTURING 56 MANAGEMENT SERVICES 52 FINANCE/INSURANCE 62 HEALTH SERVICES 48-49 TRANSPORTATION 61 SCHOOLS City of Tukwila 2016 Taxable Retail Sales by Sector 2016 Taxable Retail Sales 2016 $ +/- over 2014 Sales 2016 % +/- over 2014 Sales $ 1,104,979,507 $ 53,783,683 5% 280,946,808 26,440,007 9% 160,134,611 63,695,558 40% 150,167,871 -37,620,796 -25% 97,342,457 26,073,747 27% 72,996,828 16,382,088 22% 60,704,760 17,465,765 29% 25,421,971 12,487,149. 49% 23,005,239 -2,865,544 -12% 22,442,370 3,979,789 18% 16,884,090 4,210,956 25% 7,385,541 1,907,389 26% 5,054,728 4,908,888 97% 4,860,438 768,983 16% 970,514 -3,869,470 `. Data Source: Department of Revenue Annual Taxable Retail Sales -399% 134 City of Tukwila Sales Tax Revenue Trends • Regional Snapshot • Large -Sector Movement • Small -Sector Movement City of Tukwila, April 2018 About the Analysis • Material change from 2014-2016 • Data Sets from • Sector Movement • Increasing • Decreasing • Classifications moving against trend within the sector City of Tukwila, April 2018 NAICS Indexing System • Explanation of Sectors and Classifications. Sector Classification Ail- 31-33 - Manufacturing 31.2 - Bei erage and tobacco product manufacturing 3121 - Beverage manufacturing 31211- Soft drink and ice manufacturing 312111 - Soft drink manufacturing City of Tukwila, April 2018 Regional Snapshot: Sales Tax and Population Data Sources: Municipal Research and Services Center; Washington State Office of Financial Management Table 1. Regional Revenue and Population Growth 2010-2017 City Average Sales Tax Growth King County Auburn Burien Kent Renton Tukwila 6% 5% 8% 5% 6% Total Population Growth 11% 14% 37% 30% 16% 3% 7% Data Source: MRSC, OFM City of Tukwila, April 2018 4 Annual Sales Tax Revenue Data Source: Municipal Research and Services Center v, 30 0 25 20 15 10 5 0 Annual Sales Tax Revenue by City, 2010-2017 Renton, $26 Kent, $21 Tukwila, $18.13 Sum of 2010 Sum of 2011 Sum of 2012 Sum of 2013 Sum of 2014 City of Tukwila, April 2018 Sum of 2015 Auburn, $18 Sum of 2016 Sum of 2017 5 Overview of Large -Sector Movement in Tukwila City of Tukwila 2016 Taxable Retail Sales by Sector NAICS 44-45 72 23 42 51 53 54 71 SECTOR RETAIL TRADE ACCOMMODATIONS AND FOOD SERVICES 2016 Taxable Retail Sales 2016 $ +/- over 2014 Sales $ 1,104,979,507 $ 53,783,683 2016 % +/- over 2014 Sales 5% 280,946,808 26,440,007 9% CONSTRUCTION 160,134,611 63,695,558 40% WHOLESALE TRADE 150,167,871 -37,620,796 -25% INFORMATION 97,342,457 26,073,747 27% REAL ESTATE 72,996,828 16,382,088 22% PROFESSIONAL SERVICES 60,704,760 17,465,765 29% ARTS, ENTERTAINMENT, & RECREATION 25,421,971 12,487,149 49% City of Tukwila, April 2018 Large -Sector Movement: Retail up 5% Table 3. 44-45 Retail Trade Sales Units 2014 2015 2016 +1- 2016 over 2014 $ 1,051,195,824 $ 1,092,047,954 $ 1,104,979,507 $ 53,783,683 2445 2673 3018 +573 Data Source: Washington State Department of Revenue City of Tukwila, April 2018 Retail Classifications Increasing: Electronics and Direct -Selling Table 4. Retail Trade Classifications with Increasing Taxable Sales Electronics and Appliance Stores Direct Selling Establishments 2014 2015 2016 +1- 2016 over 2014 117,981,607 $ 123,835,343 $ 138,867,655 $ 20,886,048 5,187,895 $ 9,314,370 11,879,687 $ 6,691,792 Data Source: Washington State Department of Revenue City of Tukwila, April 2018 Retail Classifications Declining: Auto, Dept. Stores, Electronic/Nail Order Table 5. Retail Trade Classifications with Declining Taxable Sales Automobile Dealers Department Stores Electronic/ Mail -Order 2014 2015 2016 +/- 2016 over 2014 $ 65,363,562 $ 70,923,413 $ 60,884,953 ($ 4,478,609) $ 154,480,120 $ 155,986,762 $ 16,021,724 $ $ 150,425,781 15,785,600 $ ($ 4,054,339) 10,154,370 ($ 5,867,354) Total +/- for these classifications Data Source: Washington State Department of Revenue City of Tukwila, April 2018 ($ 14,400,302) Other Large -Sector Movement • 71 Arts and Entertainment • 72 Accommodations and Food • 54 Professional, etc. Services • Wholesale Trade 1 ll City of Tukwila, April 2018 10 Honorable Mention: Manufacturing and Health Services Table 12. 32 Manufacturing Taxable Sales Units 2014 $ 18,512,581 601 2015 2016 $ 19,880,153 $ 22,442,370 581 642 2016 over 2014 $ 3,929,789 +41 Data Source: Washington State Department of Revenue Table 13. 62 Health Services Taxable Sales Units 2014 $ 145,840 33 2015 $ 338,482 33 2016 +/- 2016 over 2014 $ 5,054,728 $ 4,908,888 40 +7 City of Tukwila, April 2018 11 Additional Questions/Considerations • Was there a change in tax law/reporting/classification? • How do Tukwila's sector trends compare to other SKC cities? • What is the trend in other cities within this category? • What are we missing from the confidential classifications? Laura Crandall, laura.Crandall@tukwilawa.gov City of Tukwila, April 2018 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Peggy McCarthy, Finance Director CC: Mayor Ekberg DATE: April 11, 2018 SUBJECT: Sales Tax and Miscellaneous Revenue Report- 4th Quarter 2017 Although 2017 sales tax collections came in only 1% or $98 thousand lower than 2016, the 2017 performance was 6% or $1.2 million below budget. The largest sector decline of ($115,985) occured in wholesale trade; the largest sector increase of $105,608 occurred in the miscellaneous category, unclassifiable establishments. A detailed analysis of sales tax performance will be presented to the Finance Committee under separate memorandum. Schedule I - Sales Tax in $1,000's 147 2016 Actual 2017 Actual YOY Change Other - Month - ! Other ; Total ! Other ; Total Construction ; Industries ! Total Collect- Construe I Construct I I j ed Rec'd tion i Industries: tion i Industries 1 Amount % 1 Amount % � Amount % Jan Mar $ 99 j $ 1,190 j $ 1,289 $ 123 j $ 1,149 j $ 1,272 $ 24 24%1 $ (41) -3%1 $ (17) -1% Feb Apr 97 j 1,231 1 1,328 83 j 1,123 j 1,206 (14) -14%1 (108) -9%1 (122) -9% Mar May 105 j 1,413 j 1,518 120 j 1,664 j 1,784 15 14%j 251 18%j 266 18% Q-1 Totals $ 301 1 3,834 I $ 4,135 $ 326: 3,936 $ 4,262 $ 25 8%� 102 3%� $ 127 3% Apr Jun 105 1,336 1,440 92 1 1,316 1,408 (13) 12%I (20) -1%: (33) -2% May Jul 119 : 1,361 I 1,480 106 I 1,315 ; 1,421 (12) -10%I (46) -3%I (59) -4% Jun Aug 139 ! 1,553 ! 1,692 119 ! 1,387 ! 1,506 (20) -14%! (166) -11%! (185) -11% Q-2 Totals $ 362 ! 4,250 ! $ 4,612 $ 317 ! 4,018 ! $ 4,335 $ (45) -12%! (232) -5%! $ (277) -6% Jul Sep 1091 1,4281 1,537 1311 1,3761 1,508 22 20%I (52) -4%1 (30) -2% Aug Oct 111 I 1,438 j 1,549 126 j 1,345 j 1,471 15 13%1 (93) -6%j (78) -5% Sep Nov 115 j 1,444 1 1,559 140 1 1,473 j 1,613 25 22%j 29 2%j 54 3% Q-3 Totals $ 335 ; 4,310 ; $ 4,645 $ 397 ; 4,194 i $ 4,591 $ 62 19%; (116) -3%; $ (54) -1% Oct Dec 143 1 1,263 1 1,406 144 1 1,329 i 1,473 2 1%165 5%I 67 5% Nov Jan 126 ; 1,368 ; 1,494 110 ; 1,424 ; 1,534 (16) -13%; 56 4%I 40 3% Dec Feb 118 ! 1,852 ! 1,970 120 ! 1,849 ! 1,969 2 1%! (3) 0%! (1) 0% Q-4 Totals $ 386 ! 4,484 ! $ 4,870 $ 374 ! 4,602 ! $ 4,976 $ (12) -3%! 118 3%! $ 106 2% Totals $ 1,385 j 16,878 j $ 18,262 $ 1,414 j 16,750 j $ 18,164 $ 30 2%1 (128) -1%1 $ (98) -1% 147 INFORMATIONAL MEMO Page 2 Budget to Actual - Sales Tax in $1,000's Schedule I - Sales Tax 1 48 W:1FIN Projects\Sales Tax Information1201711nfo Memo Sales Tax -2017-Q4 2017MEMO (Dec 2017).docx - Month - Collected Received 2016 2017 Variance [Actual Over (Under) Original Budget] Actual Allocated Budget Actual Amt % Jan Mar $ 1,289 $ 1,366 $ 1,272 (94) -7% Feb Apr 1,328 1,407 1,206 (201) -14% Mar May 1,518 1,609 __ 1,784 175 11% Q-1 Totals $ 4,135 $ 4,382 $ 4,262 $ (120) -3% Apr Jun 1,440 $ 1,526 1,408 (119) -8% May Jul 1,480 1,568 1,421 (147) -9% Jun Aug 1,692 1,793 1,506 (286) -16% Q-2 Totals $ 4,612 $ 4,887 $ 4,335 $ (552) -11% Jul Sep 1,537 $ 1,629 1,508 (121) -7% Aug Oct 1,549 1,642 1,471 (171) -10% Sep Nov 1,559 1,652 1,613 (39) -2% Q-3 Totals $ 4,645 $ 4,923 $ 4,591 $ (331) -7% Oct Dec 1,406 $ 1,490 1,473 (17) -1% Nov Jan 1,494 1,583 1,534 (49) -3% Dec Feb 1,970 2,089 1,969 (120) -6% Q-4 Totals $ 4,870 $ 5,162 $ 4,976 $ (186) -4% Totals $ 18,262 $ 19,352 $ 18,164 $ (1,189) -6% 1 48 W:1FIN Projects\Sales Tax Information1201711nfo Memo Sales Tax -2017-Q4 2017MEMO (Dec 2017).docx INFORMATIONAL MEMO Page 3 Below is a graph of sales tax collections by type of industry showing annual change in revenue receipts from 2016 to 2017. $150,000 $100,000 $50,000 $- $(50,000) $(100,000) $(150,000) Change YTD by Category* Miscellaneous $105,608 Automotive $57,966 Construction $31,551 Reta i I Trade $11,846 ra ns porta ti on/W a reho u s i $(4,742) Manufacturing $(90,949) Wholesale Trade $(115,985) Services $(93,614) W:IFIN Projects\Sales Tax Information1201711nfo Memo Sales Tax -2017-Q4 2017MEMO (Dec 2017).docx 149 1 50W:\ FIN Projects\Sales Tax Information1201711nfo Memo Sales Tax-2017-Q4 2017MEMO (Dec 2017).docx SALES TAX SUMMARY 4th Quarter 2017 (Received in March 2017 - February 2018) NAICS CONSTRUCTION 236 Construction of Buildings 237 Heavy & Civil Construction 238 Specialty Trade Contractors TOTAL CONSTRUCTION 16 TOTAL 16 YTD 761,107 761,107 81,491 81,491 539,624 539,624 $ 1,382,222 $ 1,382,222 $ Overall Construction Change from Previous Year MANUFACTURING 16 TOTAL YTD 17YTD %Diff 844,136 10.9% 107,260 31.6% 462,376 -14.3% 1,413,773 $31,551 2.3% 16 YTD 17YTD YTD % Diff 311 Food Manufacturing 9,420 312 Beverage & Tobacco Products 5,217 313 Textile Mills 222 314 Textile Product Mills 11,406 315 Apparel Manufacturing 1,024 316 Leather & Allied Products 54 321 Wood Product Manufacturing 3,257 322 Paper Manufacturing 27,243 323 Printing & Related Support 28,709 324 Petroleum & Coal Products 19 325 Chemical Manufacturing -22 326 Plastic & Rubber Products 6,454 327 Nonmetallic Mineral Products 3,615 331 Primary Metal Manufacturing 2,008 332 Fabricated Metal Mfg Products 10,978 333 Machinery Manufacturing 10,555 334 Computer & Electronic Products 5,490 335 Electric Equipment, Appliances 2,588 336 Transportation Equipment Mfg 115,102 337 Furniture & Related Products 5,608 339 Miscellaneous Manufacturing 19,790 TOTAL MANUFACTURING $ 268,737 $ Overall Manufacturing Change from Previous Year TRANSPORTATION &WAREHOUSING 481 Air Transportation 482 Rail Transportation 483 Water Transportation 484 Truck Transportation 485 Transit and Ground Passengers 487 Scenic and Sightseeing Tran 488 Transportation Support 491 Postal Services 492 Couriers & Messengers 493 Warehousing & Storage TOTAL TRANSP & WI-ISING 16 TOTAL 0 44 269 2,679 664 2,058 48,851 811 2,139 1,161 $ 58,677 $ Overall Transportation Change from Previous Year 9,420 10,703 13.6% 5,217 11,960 129.3% 222 409 84.3% 11,406 14,792 29.7% 1,024 888 -13.3% 54 88 63.9% 3,257 3,740 14.8% 27,243 24,646 -9.5% 28,709 28,490 -0.8% 19 41 108.8% -22 -15,834 73547.1% 6,454 3,955 -38.7% 3,615 5,081 40.5% 2,008 1,803 -10.2% 10,978 8,752 -20.3% 10,555 6,300 -40.3% 5,490 10,531 91.8% 2,588 3,949 52.6% 115,102 29,297 -74.5% 5,608 8,432 50.3% 19,790 19,765 -0.1% 268,737 $ 177,788 ($90,949) -33.8% 16 YTD WHOLESALE TRADE 16 TOTAL 0 44 269 2,679 664 2,058 48,851 811 2,139 1,161 58,677 $ 17 YTD 11 169 86 1,852 395 57 47,071 816 1,600 1,878 53,936 ($4,742) 16YTD 17YTD YTD % Diff 0.0% 285.5% -68.1% -30.9% -40.5% -97.2% -3.6% 0.6% -25.2% 61.8% 423 Whls Trade -Durable Goods 1,132,580 424 Whls Trade -Nondurable Goods 157,285 425 Wholesale Electronic Markets 2,988 WHOLESALE TRADE TOTAL $ 1,292,853 $ Overall Wholesale Change from Previous Year 1,132, 580 1,018,477 157,285 155,695 2,988 2,696 1,292,853 $ 1,176,868 ($115,985) NAICS AUTOMOTIVE 16 TOTAL 441 Motor Vehicle & Parts Dealer 654,125 447 Gasoline Stations 88,489 TOTAL AUTOMOTIVE $ 742,614 $ Overall Automotive Change from Previous Year NAICS RETAIL TRADE 16 TOTAL 442 Furniture & Home Furnishings 475,117 443 Electronics & Appliances 1,181,336 444 Building Material & Garden 734,089 445 Food & Beverage Stores 236,576 446 Health & Personal Care 306,652 448 Clothing & Accessories 2,089,128 451 Sporting Goods, Hobby, Books 573,709 452 General Merchandise Stores 2,202,158 453 Miscellaneous Store Retailers 727,568 454 Nonstore Retailers 156,093 TOTAL RETAIL TRADE $ 8,682,425 Overall General Retail Change from Previous SERVICES 16 YTD 654,125 88,489 742,614 $ 16 YTD 475,117 1,181,336 734,089 236,576 306,652 2,089,128 573,709 2,202,158 727,568 156,093 $ 8,682,425 $ Year 16 TOTAL 16 YTD 17 YTD 709,541 91,039 800,581 $57,966 7.8% YTD % Diff 8.5% 2.9% 17 YTD 445,454 1,168,189 805,251 257,762 298,682 2,066,870 533,560 2,131,267 738,487 248,748 8,694,271 $11,846 0.1% % Diff -6.2% -1.1% 9.7% 9.0% -2.6% -1.1% -7.0% -3.2% 1.5% 59.4% YTD 17YTD %Diff 51X Information 52X Finance & Insurance 53X Real Estate, Rental, Leasing 541 Professional, Scientific, Tech 551 Company Management 56X Admin, Supp, Remed Svcs 611 Educational Services 62X Health Care Social Assistance 71X Arts & Entertainment 72X Accommodation & Food Svcs 81X Other Services 92X Public Administration TOTAL SERVICES 858,379 117,529 657,600 586,373 5 155,622 11,320 325,504 245, 035 2,401,994 214,562 68,626 $ 5,642,550 $ Overall Services Change from Previous Year MISCELLANEOUS 858,379 117,529 657,600 586,373 5 155,622 11,320 325,504 245,035 2,401,994 214,562 68,626 5,642,550 820,832 -4.4% 106,045 -9.8% 623,983 -5.1% 547,039 -6.7% 9 0.0% 170,046 9.3% 10,355 -8.5% 119,513 -63.3% 256,620 4.7% 2,536,470 5.6% 270,882 26.2% 87,143 27.0% $ 5,548,937 ($93,614) -1.7% YTD 16 TOTAL 16 YTD 17 YTD % Diff 000 Unknown 111-115 Agriculture, Forestry, Fishing 211-221 Mining & Utilities 999 Unclassifiable Establishments MISCELLANEOUS TOTAL $ -8.1% Overall Miscellaneous Change from Previous Year 0 0 0 -100.0% 514 514 1,089 111.8% 133 133 547 311.9% 191,819 191,819 296,439 54.5% 192,466 $ 192,466 $ 298,074 $105,608 54.9% YTD % Diff -10.1% -1.0% -9.8% 16 TOTAL 16 YTD YTD 17 YTD "/ Diff GRAND TOTALS $18,262,544 $18,262,544 $18,164,227 Grand Total Change from Previous Year ($98,317) -0.54% -9.0% Grand Total Change from Previous Year - Without New Construction ($129,868) -0.77% INFORMATIONAL MEMO Page 5 Below is Schedule IV which shows quarterly gambling tax earned in 2017 compared to 2016. Schedule IV - Gambling Tax (a) Quarter Earned (d) 2016 2017 Actual Actual 2017 Allocated Budget INCREASE YEAR OVER YEAR Amount (DECREASE) BUDGET VARIANCE Amount Q1 Q2 Q3 Q4 Totals $ 950,379 $ 977,003 867,047 983,322 927,316 951,991 934,269 958,503 $ 3,679,011 $ 3,870,819 $ 989,745 902,961 965,727 972,968 $ 3,831,400 26,624 116,276 13% 3% 24,675 24,234 191,808 3% 3% 5% $ (12,742) -1% 80,361 9% (13, 736) (14,465) -1% $ 39,419 1% - 1% Gambling tax revenue exceeded expectations in 2017 and ending the year with a year over year increase of 5% or $191 thousand and an increase over budget of 1% or $39 thousand. Four casinos are in operation - the Great America, Riverside Inn, Fortune (formerly the Golden Nugget) and the Macau. Schedule V shows monthly admissions tax receipts for the prior year and current year to date. Schedule V - Admissions Tax (b) Quarter Earned (d) 2016 2017 Actual Actual 2017 Allocated Budget INCREASE (DECREASE) YEAR OVER YEAR BUDGET VARIANCE Amount OA Amount Oh Q1 Q2 Q3 Q4 Totals $ 161,269 $ 156,588 157,862 157,821 $ 633,540 $ 166,003 $ 157,574 177,422 171,641 672,640 $ 178,187 173,014 174,422 174,377 700,000 $ 4,734 986 19,560 13,820 $ 39,100 3% $ (12,183) 1% (15,441) 12% 3,000 (2,736) 6% $ (27,360) 9% - 7% -9% 2% - 2% - 4% Admissions tax revenue exceeded 2016 collections by 6% or $39 thousand but came in at 4% or $27 thousand less than budget. The movie theatres are the main source of admissions tax revenue. Schedule VI shows monthly telecommunications utility tax receipts for 2017 compared to 2016. Schedule VI - Telecommunications Utility Tax (0) Quarter Earned (d) 2016 2017 Actual Actual 2017 Allocated Budget INCREASE (DECREASE) YEAR OVER YEAR BUDGET VARIANCE Amount % Amount Q1 Q2 Q3 Q4 Totals $ 348,156 $ 323,708 $ 339,620 321,852 312,456 313,961 317,156 388,433 309,380 343,515 316,497 335,093 $ 1,330,679 $ 1,341,094 $ 1,298,053 $ (24,448) (9,397) 71,277 (27, 018) $ 10,415 - 7% - 3% 22% -8% 1% $ (15,912) (1,505) 79,053 (18, 596) $ 43,041 - 5% 0% 26% - 6% 3% Telecommunications tax increased over 2016 by 1% or $10 thousand and exceeded budget by 3% or $43 thousand. This is due to a taxpayer who filed returns from prior years of $80K on behalf of their merger company. (a) (b) (c) (d) Gambling tax currently includes card games, punch boards, pull tabs, and amusement games. Excludes golf course admissions tax. Telecommunications Utility tax currently includes cellular, pager and telephone usage. Actuals reflected in Schedules IV, V and VI are amounts earned for the quarter. W:IFIN Projects\Sales Tax Information120171Info Memo Sales Tax -2017-Q4 2017MEMO (Dec 2017).docx 151 152 City of Tukwila INFORMATIONAL MEMORANDUM TO: Finance Council Committee FROM: Peggy McCarthy, Finance Director BY: Vicky Carlsen, Deputy Finance Director CC: Mayor Ekberg DATE: April 11, 2018 SUBJECT: 2018 February General Fund Update Summary Allan Ekberg, Mayor The purpose of the 2018 Financial report is to summarize for the City Council the general state of Departmental expenditures and to highlight significant items or trends. The following provides a high-level summary of the Departmental financial performance. The 2018 February YTD report is based on financial data available as of April 9th, 2018, for the reporting period ending February 28, 2018. Additional details can be found within the attached financial report. Allocated budgets through the reporting period are calculated by analyzing spend patterns in the previous year and allocating the current year budget using the same spend pattern. If a line item had no expenditures in the prior year but a budget in the current year, the allocated budget for the current year would be zero. It should be noted that budget amendments, as approved by Council on November 20, 2017, have been included in this report. Departmental Expenditures General fund expenditures totaled $9.72 million as compared to the allocated budget of $10.60 million, which is $874 thousand below budget. Notable variances are as follows: • TIS department has exceeded allocated budget by $24.6 thousand. Salaries and benefits are above allocated budget by $14 thousand. A position that what was vacant most of last year is now filled. Communication line is above allocated budget by $19 thousand. In January of 2017, a large credit was posted to this line that wasn't replicated in 2018. Through February 16.67% of the year has lapsed but total spending in TIS is at 14%. Departmental spending will be closely monitored throughout the year. • Salaries and benefits are $445 thousand lower than budget due to a few labor contracts that have not been settled as well as vacancies in several departments including Police, Human Resources, Finance, and DCD. • The overall goal is to reduce general fund department expenditures by 3%. Departmental spending will be closely monitored throughout the year to ensure that this goal is met. 153 INFORMATIONAL MEMO Page 2 Year to Date Department Expenditures Compared to Allocated Budget (Through February 2018) City CouncilIN $58 $64 Mayor $587 $597 Human Resources $78 $109 Finance $636 Attorney $2 $51 Recreation Community Dev. Municipal Court Police Fire $470 $520 11.1111111111.11111111.11.1 $501 $574 $203 $200 $869 Tech. & Innovation ...11111111.1 $296 $271 Public Works Park Maintenance Street Maint & Ops $663 $724 $262 $278 Dept 20 • $50 am $86 $0 154 $745 $763 $1,000 ■Year to Date •Allocated Budget $2,000 Thousands INFORMATIONAL MEMO Page 3 GENERAL FUND CITY OF TUKW ILA GENERAL FUND EXPENDITURES YTD AS OF FEBRUARY 28, 2018 4/9/2018 18:35 SUMMARY OF EXPENDITURES BY DEPARTMENT BUDGET ACTUAL COMPARISON OF RESULTS 2018 ANNUAL 2018 ALLOCATED 2016 2017 2018 ACTUAL OVER/(UNDER) % CHANGE ALLOCATED BOOT %SPENT 2016/2017 2017/2018 01 City Council 430,319 63,756 60,668 58,828 58,476 (5,280) 14% (3)% (1)% 03 Mayor 4,143,651 597,212 571,486 554,485 587,094 (10,118) 14% (3)% 6% 04 Human Resources 728,083 109,040 110,775 100,818 78,273 (30,767) 11% (9)% (22)% 05 Finance 2,733,016 868,918 686,397 712,868 635,669 (233,249) 23% 4% (11) % 06 Attorney 733,185 51,389 50,661 46,449 1,743 (49,647) 0% (8)% (96)% 07 Recreation 3,332,680 520,019 437,676 473,969 470,213 (49,806) 14% 8% (1) % 08 Community Development 3,671,160 574,228 418,285 505,359 500,579 (73,649) 14% 21% (1)% 09 Municipal Court 1,295,812 199,654 184,736 185,967 203,122 3,467 16% 1% 9% 10 Police 18,999,049 3,297,909 3,168,001 3,017,119 3,113,703 (184,206) 16% (5)% 3% 11 Fire 12,432,599 2,191,664 1,916,114 2,107,444 2,059,503 (132,161) 17% 10% (2)% 12 Technology & Innovation Svcs 2,040,671 271,212 184,195 201,998 295,821 24,609 14% 10% 46% 13 Public Works 3,876,047 724,337 650,142 660,324 663,098 (61,240) 17% 2% 0% 15 Park Maintenance 1,459,098 278,065 203,683 256,505 261,608 (16,457) 18% 26% 2% 16 Street Maintenance & Operations 3,149 643 763,208 717,372 738,308 744,576 (18,633) 24% 3% 1% 20 Dept 20 9,539,621 86,438 50,000 50,000 50,000 (36,438) 1% 0% 0% Total Expenditures 68,564,634 10,597,051 9,410,191 9,670,442 9,723,477 (873,575) 14% 3% 1% Percent o year completed 16.67% 155 INFORMATIONAL MEMO Page 4 GENERAL FUND CITY OF TUKWILA GENERAL FUND EXPENDITURES YTD AS OF FEBRUARY 28, 2018 4/9/2018 18:35 SUMMARY OF SALARIES AND BENEFITS BUDGET ACTUAL COMPARISON OF RESULTS 2018 ANNUAL 2018 ALLOCATED 2016 2017 2018 ACTUAL OVER/(UNICFR) %CHANGE ALLOCATED BOOT %SPENT 201612017 2017/2018 11 Salaries 28,339,011 4,701,678 4,410,807 4,497,579 4523,144 (178.534) 16% 2% 1% 12 E1dra Labor 754593 92,591 91,248 79,487 79,880 (12,710) 11% (13)% 0% 13 Overtime 1,632,035 310,226 197,656 286,821 220,522 (89,703) 14% 45% (23)% 15 Holiday Pay 525,583 465 - 489 97 (368) 0% - (80)% 21 FICA 1,843,030 306,835 281,354 290,651 298,020 (10,815) 16% 3% 2% 22 Pension-LEOFF2 880,275 134,102 130,126 133,423 138,003 3,901 16% 3% 3% 23 Pension-PERS/PSERS 1,608,904 257,360 223,620 239,905 279,347 21,987 17% 7% 16% 24 Industrial Insurance 940,895 142,359 101,538 95,951 96,455 (45,904) 10% (6)% 1% 25 Medical&Dental 6,395,135 1,073,009 937,275 935,400 923,300 (149,709) 14% (0)% (1)% 26 Unemployment 13,000 - 10,624 471 16,622 18,622 128% (96)% 3427% 28 Uniform/Clothing 10,500 1,168 520 630 1,030 (139) 10% 21% 63% Total Salaries and Benefits 42,943,061 7,019,791 6,384,767 6,560,809 6,574,418 (445,374) 15% 3% 0% Percent of year completed 16.67% SUMMARY OF SUPPLIES, SERVICES, AND CAPITAL BUDGET ACTUAL COMPARISON OF RESULTS 2018 ANNUAL 2018 ALLOCATED 2016 2017 2018 ACTUAL OVER/(UNDER) % CHANGE ALLOCATED BOOT % SPB'IT 2016/2017 2017/2018 Transfers 9,539,621 86,438 50,000 50,000 50,000 (36,438) 1% 0% 0% 31 Supplies 1,176,504 184,490 169,050 165,801 138,455 (46,035) 12% (2)% (16)% 34 Items Purchased for resale 22,000 74 (1,115) 69 - (74) - (106)% - 35 Small Tools 97,318 23,190 8,387 16,060 11,144 (12,047) 11% 92% (31)% 41 Professional Services 3,304,461 269,832 234,474 211216 199,111 (70,721) 6% (10)% (6)% 42 Communication 436,370 41,928 47,030 40,100 55,408 13,480 13% (15)% 38% 43 Travel 189,880 33,202 27,008 30,554 28,712 (4,490) 15% 13% (6)% 44 Advertising 51,500 8,423 3,239 4,237 3,796 (4,827) 7% 31% (10)% 45 Rentals and Leases 2,313,038 418,359 435,663 355,612 355,766 (62,594) 15% (18)% 0% 46 Insurance 976,992 987,822 804,035 880,875 968,135 313 99% 10% 10% 47 Public Utilities 1,928,305 600,620 539,968 581,973 603,098 2,477 31% 8% 4% 48 Repairs and Maintenance 799,988 88,116 66,371 117,078 33,487 (54,629) 4% 76% (71)% 49 Mscellaneous 1,564,472 342,076 204,195 183,778 208,986 (133,091) 13% (10)% 14% 51 Inter -Governmental 3,191,119 504,582 421,069 462269 488,066 (16,516) 15% 10% 6% 53 E# Taxes, Oper. Assess 5 - 6 16 85 85 1702% 170% 423% 64 Machinery & Equipment 30,000 8,108 16,083 9,995 4,812 (3,298) 16% (38)% (52)% Total Supplies, Services, and Capital 25,621,573 3,577,260 3,025,424 3,109,633 3,149,059 (428,201) 12% 3% 1% Percent o year completed 156 16.67%