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HomeMy WebLinkAboutRes 2144 - Financial Policies AmendmentCity of Tukwila Washington Resolution No. if-141! A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, AMENDING THE CITY OF TUKWILA FINANCIAL POLICIES AT SECTION 9, RESERVES POLICY AND SECTION 5, GRANTS POLICY; AMENDING RESOLUTION NO. 2096 WHEREAS, the City Council of the City of Tukwila is committed to maintaining sound financial management practices and ensuring the long-term fiscal stability of the City through responsible stewardship of public resources; and WHEREAS, on May 20, 2024, the City Council adopted Resolution No. 2096, adopting Financial Policies for the City of Tukwila, which established reserve guidance within Section 9, Reserves; and WHEREAS, the City Council updated and expanded these reserve provisions in order to provide a clearer and more comprehensive framework governing fund balance classifications, reserve levels, and the appropriate use of financial reserves, collectively referred to as the Fund Balance Policy, which were adopted as Resolution No, 2143, on May 4, 2026; and WHEREAS, the adoption of a formal Fund Balance Policy will replace and supersede certain reserve provisions contained in the City of Tukwila Financial Policies; and WHEREAS, the City Council desires to identify efficiencies in the legislative process; and WHEREAS, removing the requirement to seek City Council Committee permission to apply for grants will further this goal; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY RESOLVES AS FOLLOWS: 2026 Legislation: Financial Policies Update Version: 05/04/2026 & Updated 05/05/2026 (Scrivener's Error) Staff: T. Cullerton Page 1 of 3 Section 1. Amending Section 9 of the Financial Policies. The City of Tukwila Financial' Policies at Section 9 are hereby amended to remove subsections b, c and e to read as follows Section 9 Reserves (Cross reference. Resolution Na 11400 a. Prudent financial management dictates that some portion of funds avai1bre to the City be reserved for future use. b. Use or draw down of minimum balances shall occur only upon recommendation of City Administration and approval by City Council through a resolution, Should use or draw down occur, the City Administration shall establish a plan, no later than the end of the fiscal year following the year of decline, to restore the fund balance to the prescribed minimum revel, The pan shall be presented to and approved by the City Council. C. The City shall maintain a reserve in each of its self -insured health care funds in an amount equal to 1 5 times, or 150%, of the actuarially determined illE3NR (incurred but not reported) balance. Use of the reserve shall occur only upon recommendation by City Administration and approval by CityCouncil resolution, Section 2. Amending Section 5 of the Financial Policies. The Gity of Tukwila Financial Policies at Section 5, subsection b to read as follows: Section 5. Grants a, The City s all, whenever practical and advantageous, pursue grant fundiing. All potential grants shall be examined carefully for matching requirements, and to cetermine whether programs must be continued with local resources after grant funds are exhausted, b. Staff shall obtain City ICOLMeil approval prior to accepting grant agreements in amounts above the Mayor's signing authority Section 3. Findings Incorporated and Adoption. The above "'whereas" recitalls are adopted as findings in support of this resollutiort, and the City of Tukwila Financial Policies attached hereto as Exhibit A are adopted. ignatures to follow] 2026 Legislation: Financial Policies. Update Version: 05/04/2026 Staff. T. Cullerton Page 2 of 3 PASSED I3Y THE CITY COUNCIL OF THE CITY OF TUKUVII_A, WASHINGTON, at a Regular Meeting thereof this Ii.11.% day of W r 2026. ATTEST/AUTHENTICATED VOL, (Ekiv) Barnett, C, City Clerk APPROVED AS TO FORM BY: Office of the City Attorney Armen Papyan, Council President Filed with the City Clerk: 0 Passed by the City Council: 0 Resolution Number: Attachment: ExhibitA— Updated City of Tukwila Financial Policies 2026 Legislation: Financial Policies Update Version: 05/04)2 0,26 Saff: T Cullerton Page 3of3 Financial Po icies Section 1, Purpose a. The City of Tukwila is accountable to the public and shall maintain the fiscal integrity of its operating, debt service, and capital budgets while providing an appropriate level of public services within the City's financial capabilities b. The City's, Financial Policies are intended to provide guidelines for the financial planning and internal financial management of the City. Section 2. ludgeting Cross roferonces, TUC Chapter 3,30, Resolution 1951 The City of ukwila shall prepare and adopt a biennial budget in accordance with ROW Chapter 35A,34, and Tukwila Municipal Code ( MC) Chapter 3.30. Fiscal years begin January 1 and end December 31. b. The budget shall be prepared with a priority -eased approach that enables resources to be allocated to the programs and services that provide the greatest value to the community. c, The budget must be developed in accordance with the policies and priorities set forth in long-term policy documents including the Equity Policy, Strategic Plan, Comprehensive Plan, City Council and community priorities, and federall and state laws. d. Within each budget cycle, the budget should be structurally balanced, which means that ongoing expenditures shall be provided for by anticipated ongoing revenue and one-time revenue should only be used for ore -time expenditures unless explicitly authorized by the City Council. e, The City shall maintain a six -year Capital Improvement Program and update it with each budget cycle to ensure that all costs associated with projects are addressed. f. As part of each biennial budget process, the City shall prepare six -year expenditure and revenue forecasts for the principal operating and capital funds. Revenues will be estimated on a conservative basis. g. The City Council may informally approve mid -year budget amendments by motion prior to the submission of a comprehensive formal budget amendment at the end of the fiscal year. h The City'slemployee classification and compensation plan will be maintained in a manner consistent with Council policy, applicable state and federal collective bargaining laws and valid comparable cities. Section 3. Revenues Cross references TMC Title 3 a The City will maintain a diversified and stable revenue system to shelter it from short-term fluctuations. Version: W.5ID4/2O26 Page 1 of 5. b, The City shall develop and maintain a Revenue Guide that describes major revenue sources avaiiable to the City of Tukvvila. c. Revenue sources sioulld be reviewed in off -budget years to account for inflation, to stay in line with market, or to ensure cost recovery at a prescribed level depending on the revenue source. Section 4. Expenditures Cross ref rences - Purchasing Policy (Resolution No 2015) - Procurement Card Polly (Reso)ution No 1750) - Expense Reimbursement Policy (Resolution No. 1674) a The City shall maintain expenditure categories according to state statute and administrative regulation known as the State Auditor's Budgeting, Accounting, and Reporting System (BARS) b, Operating expenditures within funds must be supported by the cperating revenues generated by that fund. c Purchasing will be conducted with appropriate internal controls, observe fair and ethical business practices, and use wise and prudent judgement in the expenditure of public funds. Section 5. Grants a. The City shall, whenever practical and advantageous, pursue grant funding. All potential grants shall be examined carefully for matching requirements, and to determine whether programs must be continued with local resources after grant funds are exhausted. b. Staff shall obtain City Council approval prior to cepting grant agreements in amounts above the Mayor's signing authority. Section 6. Capital improvement Program (GIP) a. Transportation improvements will be coordinated with related improvements such as utility, landscaping, sidewalks, etc. b. Whenever feasible, caita improvements shall be coordinated with related improvements of adjacent jurisdictions. c, Capital Improvement Program orcjects shall, whenever possible, take advantage of grants, loans or other financing external to the City. if the proposed grants or mitigation are either not funded or are reduced, the City Council will reevaluate the respective project on the basis of its value and priority level placement in the Capital Improvement Program. d General Fund support should not be relied upcn for funding capital projects. Grants andfor dedicated and restricted revenue sources should be utilized prior to seeking General Fund support, Version, /04/2026 Page 2 of 5 e, Non -transportation capital projects and improvements should be funded by operating revenues, grants or bonds as determined in the six -year Financial Planning Model. f. Residential streets with safety issues, high traffic volumes, high pedestrian activity and poor roadway conditions will be considered the highest priority projects, g. Residential street designs will follow basic designs for arterials, collectors, and local access streets, Designs to accommodate individual properties shall be avoided. e. Design of connecting streets is strongly encouraged. For City -scheduled projects located on residential streets, the City will require the undergrounding of new electrical and communication facilities pursuant to TMC Chapter 11.28. Street and road improvement projects on slopes will inciude roadside plantings wherever feasible to help mitigate the lane used for roadway and sidewalk improvements, k. Donation of the property needed for nights -of -way and easements shall be pursued, l. Latecomer agreements, where appropriate, shall be considered an acceptable means of funding capital projects, improvements and replacements, in whole or in part, ni. Right-of-way agreements for cable and electrical services should be utilized to discourage excessive wiring throughout the City, n, Current arterial street improvements determined in the six -year CIP may be funded through a Local improvement District (LID) or financing external to the City. The City may participate using operating revenues, grants or bonds based on health and safety needs or public benefit. The City may participate in the funding by financing the preliminary engineering design and professional service costs associated with planning and creating the LID, o. A majority of property owners on a street may petition the City to set up an LID to pay for residential street improvement projects, sidewalks and undergrounding of utilities. The City will evaluate the possibility of paying for the design, preliminary engineering, construction engineering, and LID formulation. The residents will pay for undergrcunding utilities in the street, undergrounding from the street to their residence, the actual construction costs, and any improvements on private property such as rockeries, paved driveways, or roadside plantings. p. Pursue, nt to TMC Chapters 3.56 and 3.60, the first 1/4 cent Real Estate Transfer Tax (REET) shall be dedicated to park and open space and acquisition, and the second 1/4 cent shall be used for arterial streets, along wit., the parking tax, unless the City Council enacts other priorities consistent with state raw distribution of REET funds, q. Street and road improvement projects shall be evaluated for the inclusion of features that support the City's Parks, Recreation and Open Space (PROS) Plan Version! 05/04,20,26 Page 3 of and Transportation Element of the Comprehensive plan in order to encourage walking, bicycling, and use of public transit. Policies will be reviewed annually and in concert with the adoption of growth management policies to ensure continuity. s. Transportation impact fees shall be collected so that "growth may pay fair growth" and growth -caused improvements may be constructed Section 7, Enterprise Funds a, Utility fund expenditures shall be fully supported by their own rates, fees, and charges and not subsidized by the General Fund. b Utility rates should be structured to ensure adequate infrastructure development and replacement, c. Each Enterprise Fund shall be reviewed oi-annually to ensure a rate structure adequate to meet its operations, maintenance, and long-term capital requirements. c Enterprise Fund rate increases shall be small, applied frequently, and staggered to avoid an overly burdensome increase and undue impact in any given year. e. Enterprise Fund rate increases of external agencies will be passed through to the customer. Infrastructure improvements such as water reuse should consider conservation of resources such as water and electricity. Section 8. 11): bt Cross r ferences: Debt Policy (Resolution No. 1840) a. Appropriate management of debt is an importantirnportant tactor in measuring the City's financial performance and condition. Section 9. Re4 erves Cross referencesFund Balance Policy (Resoluben a. Prudent financial management dictates that some portion of funds available to the City be reserved for future use, b. Use or draw down of minimum balances shall occur only upon recommendation of City Administration and approval by City Council through a resolution. Should use or draw down occur, the City Administration shall establish a plan, no later than the end of the fiscal year following the year of decline, to restore the fund balance to the prescribed minimum level', The plan shall be presented to and approved by the City Council. c. The City shall maintain a reserve in each of its self -insured health care funds in an amount equal to 1 5 times, or 150%, of the actuarially determined IBNR (incurred but not reported) balance. Use of the reserve shall occur only upon recommendation by City Administration and approval by City Council resolution. Version: 05/04/2026 Page 4 of 5 Section 10. investments (Cross referencesT C 3 28, Resolution No 1828) a. The City will strive to maximize the return on its investments with the primary objective of preserving capital in accordance with city policy and prudent investment practices. Section 11. Minimum Reporting Requirements a, The Finance Director shall provide a financial status update at least quarterly, b. City Administration shall provide the City Council with financial reports that reflect actual performance in various expenditures and revenues, c. City Administration shall provide the City Council with a quarterly report of all newly -executed and amended contracts, including the amount, responsible department, scope of work, and expiration date Once the annual audit is complete, City Administration shall provide a report to the City Council showing compliance with the Financial Reserve Policy, Version: 05/0412026 Page 5 of 5 Please see the request for SCRIVENER'S ERROR NOTIFICATION FORM Requested By Jennifer Marshall, Deputy City Clerk Resolution No. 2144 Date of Passage May 4, 2026 Brief Explanatory Statement 1. The approved resolution amended Section 9 of the Tukwila Financial Policies. Before the 05/04/2026 Council meeting staff was advised there might also be an amendment to Section 5, and second version of the resolution was drafted. 2. Upon passage of this second version, it was noticed the resolution title was not updated to include the newly amended Section 5. As Passed 1. The resolution as passed with the resolution title only including reference to Section 9, Reserves Policy. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, AMENDING THE CITY OF TUKWILA FINANCIAL POLICIES AT SECTION 9, RESERVES POLICY; AMENDING RESOLUTION NO. 2096 Correction Needed 1. The updated resolution title includes reference to amending Section 5, Grants Policy, as well (placed in order of the amendments made in the resolution itself). A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, AMENDING THE CITY OF TUKWILA FINANCIAL POLICIES AT SECTION 9, RESERVES POLICY AD SEC _N 5, GRANTS POLICY; AMENDING RESOLUTION NO. 2096 City Attorney Review ®Approved as Scrivener's Error ❑ Amendment Needed to Ordinance City Attorney Comments This is approved. Attorney Providing Approval & Date Kari Sand, 05/05/2026