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HomeMy WebLinkAboutFS 2009-11-03 COMPLETE AGENDA PACKET1. PRESENTATION(S) 2. BUSINESS AGENDA City of Tukwila Finance and Safety Committee O Pam Linder, Chair O Joe Duffie O De'Sean Quinn AGENDA TUESDAY, NOVEMBER 3, 2009 CONFERENCE ROOM #3, 5:00 PM Item Action to be Taken Page a. Reappointment of Municipal Court Judge and an ordinance establishing the Judge's salary; Rhonda Berry, City Administrator. b. Above ground fuel tank installations; Don Tomaso, Fire Department Battalion Chief c. Contract with Ball Janik for lobbying services; Rhonda Berry, City Administrator. d. An ordinance amending the 2009 -2010 biennal budget; Shawn Hunstock, finance Director. e. Sales Tax Report; Shawn Hunstock, finance Director. 3. ANNOUNCEMENTS 4. MISCELLANEOUS a. Forward to 11/9 C.O.W. Pg.1 and 11/16 Regular. b. Information only. Pg.5 c. Forward to 11/9 C.O.W. Pg.7 and 11/16 Regular. d. Forward to 11/9 C.O.W. Pg.17 and 12/7 Regular. e. Information only. Pg.27 Distribution: D. Haynes J. Pace P. Linder S. Hunstock D. Speck J. Duffle M. Hart R. Still D. Quinn V. Jessop D. Tomaso J. Hernandez S. Kerslake M. Villa D. Robertson K. Kertzman Judge Walden Mayor Haggerton T. Kinlow B. Arthur R. Berry K. Matej C. Parrish C. O'Flaherty(punched) M. Miotke J. Eide S. Brown G. Labanara K. Narog(cover) B. Fletcher D. Lincoln S. Kirby(email) B. Giberson N. Olivas S. Norris(emaii) Next Scheduled Meeting: Tuesday, November 17, 2009 Committee Goals: Work together in cooperation with nearby cities to address common problems in the Highway 99 corridor and Military Road. Ensure a commitment to continued human services funding in relation to the cost of living through consistent review of regional, state and federal budgets affecting human services progams and services (also assigned to CAP). Research the viability of sponsoring a City-wide Citizens' Academy (also assigned to CAP). t o. The City of Tukwila strives to accommodate individuals with disabilities. Please contact the City Clerk's Office at 206 433 -1800 for assistance. ISSUE BACKGROUND DISCUSSION RECOMMENDATION ATTACHMENTS City of Tukwila Ordinance in draft form, with attachment INFORMATIONAL MEMORANDUM TO: Finance and Safety Committee FROM: Mayor Haggerton DATE: October 27, 2009 SUBJECT: Reappointment of Municipal Court Judge Establishment of Judge's Salary The Council is being asked to consider this item at the November 9, 2009 Committee of the Whole meeting and subsequent November 16, 2009 Regular Meeting. Jim Haggerton, Mayor The term of office for Judge Walden will expire at the end of this year, and it is my intent to appoint her for an additional 4 -year term commencing January 1, 2010. The Tukwila Municipal Code (TMC) 2.68.025 and the Revised Code of Washington (RCW) stipulate that the judge's salary shall be fixed by ordinance. Judge Walden was first appointed in 2003 to fill the unexpired term of Judge Peter Lukevich. Upon the expiration of that term, she was reappointed and has served Tukwila continuously since March of that year. Judge Walden has served admirably since her appointment. Under her direction the Tukwila Municipal Court has become a more professionally run organization, and several innovative programs have been undertaken, including the Jail Alternatives Program, a more robust Probations Division, and several cost cutting and efficiency producing procedures. An ordinance fixing the judge's salary is attached for your review. We propose to pay the judge the same hourly rate that she has received since January 1, 2008, which is $67.00 per hour at 30 hours per week. In lieu of a pay increase I would request that, effective January 1, 2010, the judge be granted the same paid holidays as are received by the Non Represented employees. I estimate that granting such holidays will cost approximately $6500 in 2010. T AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, AMENDING TUKWILA MUNICIPAL CODE SECTION 2.68, "MUNICIPAL COURT," REGARDING THE SETTING OF SALARY FOR THE MUNICIPAL COURT JUDGE; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, the City requires the services of a municipal court judge who is appointed to a four -year term; and WHEREAS, the current municipal court judge will be reappointed to a term commencing January 1, 2010, under the Contract for Municipal Court Judge Services, attached hereto as Exhibit A; and WHEREAS, pursuant to RCW 3.50.080 and Tukwila's Municipal Code, the salary of the municipal court judge shall be fixed by ordinance; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TU_KWILA, WASHINGTON, HEREBY ORDAINS AS FOLLOWS: Section 1. Ordinance Amended. Ordinance No. 1324 §5, as codified at TMC 2.68.025, is hereby amended to read as follows: 2.68.025 Court Costs. All costs of operating the municipal court, including but not limited to, salaries of judges and court employees, dockets, books of records, forms, furnishings and supplies, shall be paid wholly out of the funds of the City. The City shall provide a suitable place for holding court and pay all expenses of maintaining it. Section 2. Section Added. A new section regarding the Judge's salary is hereby created to read as follows: 2.68.026 Municipal Judge Salary. The salary of the Municipal Court Judge shall be fixed by ordinance and set at the rate provided for in the biennial budget adopted by the City Council. Section 3. 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 4. 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 2009. ATTEST /AUTHENTICATED: Christy O'Flaherty, CMC, City Clerk APPROVED AS TO FORM BY Office of the City Attorney W \Word Processing \Ordinances \Municipal Court Judge Salary.doc TK:ksn 10/29/2009 Jim Haggerton, Mayor Filed with the City Clerk: Passed by the City Council: Published. Effective Date: Ordinance Number Attachment: Exhibit A Contract for Municipal Court Judge Services Page 1 of 1 MEMORANDUM OF UNDERSTANDING TO: Kimberly Walden, Judge FROM: Jim Haggerton, Mayor DATE: November 17, 2009 RE: Terms of Appointment as Tukwila Municipal Court Judge This Memorandum of Understanding will re- confirm your appointment as the Municipal Court Judge for the City of Tukwila. This appointment covers the period from January 1, 2010 through December 31, 2013, and is pursuant to judicial and legal mandates governing such appointments (RCW 3.50.040 and TMC 2.68). The following wages and benefits are provided to you effective January 1, 2010, during the term of your appointment: WAGE: A flat rate of $67 per hour (approximately 30 hours per week on the bench.) All taxes, social security, and related deductions shall be made from your wages. BENEFITS: General Leave: You are entitled to accrue a general leave bank to use for sick leave and/or vacation, as you deem appropriate. This general leave shall accrue at the rate of 12 hours per month to a maximum accrual of 96 hours. Any hours over 96 that are not used are defaulted back to the City. Upon the ending of your appointment, any leave hours, up to a maximum of 96 hours, will be paid off at your hourly rate of pay. Holidays: You shall be entitled to the same holidays as the Non- Represented employee group, paid at a prorated rate of 75 commensurate with your hours on the bench. Healthcare/Dental: You have the option of participating in the City of Tukwila Medical/Dental self insured plan, Group Health Cooperative, or waiving this benefit. The City will pay 75% of the premium for you and your dependents. Payments by you will be a minimum of 25% and may be higher if the GHC plan is selected and premiums are higher than the City's plan. Your share of the premium will be made by payroll deduction. Please sign the attached Personnel Action form (PAF) and the bottom of this memorandum to indicate agreement. Agreed to this day of 2009. Kimberly Walden, Judge Jim Haggerton, Mayor W Memorandumofunderstandingjudgewa lden2010 doc EXHIBIT A Contract 03 -131 (d) To: City of Tukwila Steven M. Mullet, Mayor Fire Department Nicholas J. Olivas, Fire Chief Mayor Haggerton Finance Safety Committee From: Battalion Chief Tomaso, Fire Marshal Date: October 29, 2009 Subject: Above Ground Fuel Tank Installations Issue: The Fire Department has been contacted by several businesses within the potential flooding areas seeking the permit requirements to install standby power and fuel tanks to sustain their businesses in the event of loss of electrical power during a flooding event. We have already approved several locations for the installation of Hesco Baskets to prevent flooding of the buildings and they are now looking at providing power and sufficient fuel to operate these essential facilities. Background: The Tukwila Urban Center zoning does not allow above ground fuel tank installations, TMC 16.16.040, however under TMC 16.16.080 (3) allows for exceptions. Exceptions have historically been brought to Council as an informational item and if properly screened from public view have been allowed. Discussion: Given the nature of the potential flooding and power loss if flooding does occur the installation of standby power systems with supplemental fuel tanks is a reasonable approach for the businesses to ensure continuity of operations. The installations will meet all applicable Fire and Mechanical Codes for installation; in addition we would ensure that there is proper screening is installed, to limit the potential view by the public of the installation. I have been in contact with Planning and Public Works to ensure any of their concerns are addressed in the permitting process. Recommendation: Allow the Fire Department the latitude to approve these standby power systems and above ground fuel tank installations related to flood preparations without bringing them to the Council as an informational item prior to issuing the permit. This will allow a faster permit turnaround for the applicants seeking the installations. The approvals will be granted for temporary installations until the Howard Hansen Dam issues are resolved. The Fire Department will provide Finance and Safety a monthly update of installations that have been approved for informational purposes. Headquarters Station: 444 Andover Park East Tukwila, Washington 98188 Phone: 206 -575 -4404 Fax: 206 -575 -4439 TO. FINANCE SAFETY COMMITTEE FROM: Mayor's Office DATE: October 23, 2009 SUBJECT: 2010 Contract with Ball Janik, LLP ISSUE Professional services contract with Ball Janik, LLP for lobbying services will expire on December 31, 2009. DISCUSSION The City wishes to retain the services of Ball Janik, LLP to perform lobbying services for the year 2010. There has been no increase in the monthly fees from last year, which were $9,568 per month, plus expenses. This amount was approved in the 2009 -2010 biennial budget. RECOMMENDATION City of Tukwila INFORMATIONAL MEMORANDUM Jim Haggerton, Mayor The Council is being asked to authorize the Mayor to approve a contract with Ball Janik, LLP, for the period 1/1/2010 through 12/31/2010 in the amount of $9,568 per month, plus expenses that shall not exceed $1,000 per month without prior authorization of the City. Consideration of this item is being requested at the November 9, 2009 Committee of the Whole meeting and subsequent November 16, 2009 Regular Meeting. ATTACHMENTS Proposed 2010 Contract Contract For Services 201009 Ball Janik, L.L.P. This agreement is entered into by and between the City of Tukwila, Washington, a noncharter optional municipal code city hereinafter referred to as "the City and Ball Janik, LLP, hereinafter referred to as "the Contractor" whose principal office is located at 1455 F Street, NW, Suite 225, Washington D.C. 20005 Whereas, the City has determined the need to have certain services performed for its citizens but does not have the staff resources or expertise to perform such services, and Whereas, the City desires to have the Contractor perform such services pursuant to certain terms and conditions, now, therefore, In Consideration of the mutual benefits and conditions hereinafter contained, the parties hereto agree as follows: Scope and Schedule of Services to be Performed by Contractor. The Contractor shall perform those services described on Exhibit A attached hereto and incorporated herein by this reference as if fully set forth. In performing such services, the Contractor shall at all times comply with all Federal, State, and local statues, rules and ordinances applicable to the performance of such services and the handling of any funds used in connection therewith. The Contractor shall request and obtain prior written approval from the city if the scope or schedule is to be modified in any way. Compensation and Method of Payment. The City shall pay the Contractor for services rendered according to the rate and method set forth on Exhibit B attached hereto and incorporated herein by this reference. The total amount to be paid shall not exceed nine thousand five hundred sixty -eight dollars ($9,568) per month plus expenses. Expenses shall be detailed on each monthly billing and shall not exceed one thousand dollars ($1,000) per month without prior approval of the City. The monthly retainer shall be evaluated at the end of the first full month and each quarter thereafter for appropriateness. Contractor Budget. The Contractor shall apply the funds received under this Agreement within the maximum limits set forth in this Agreement. The Contractor shall request prior approval from the City whenever the Contractor desires to amend its budget in any way Duration of Agreement. This Agreement shall be in full force and effect for a period commencing January 1, 201009 and ending December 31, 2010(49 unless sooner terminated under the provisions hereinafter specified. Independent Contractor. Contractor and City agree that Contractor is an independent contractor with respect to the services provided pursuant to this Agreement. Nothing in this Agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither Contractor nor any employee of Contractor shall be entitled to any Contract for Services 2009 Ball Janik, L.L.P Page 2 benefits accorded City employees by virtue of the services provided under this Agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or contributing to the State Industrial Insurance Program, or otherwise assuming the duties of an employer with respect to the Contractor, or any employee of the Contractor. Indemnification. The Contractor shall indemnify, defend and hold harmless the City its officers, agents and employees, from and against any and all claims, losses, or liability, including attorney's fees, arising from injury or death to persons or damage to property occasioned by any act, omission or failure of the Contractor, its officers, agents and employees, in performing the work required by this Agreement. With respect to the perfonnance of this Agreement and as to claims against he City, its officers, agents and employees, the Contractor expressly waives its immunity under Title 51 of the Revised Code of Washington, the Industrial Insurance Act, for injuries to its employees, and agrees that the obligation to indemnify, defend and hold harmless provided for in this paragraph extends to any claim brought by or on behalf of any employee of the Contractor. This waiver is mutually negotiated by the parties. This paragraph shall not apply to any damage resulting from the sole negligence of the City, its agents and employees. To the extent any of the damages referenced by this paragraph were caused by or resulted from the concurrent negligence of the City, its agents or employees, this obligation to indemnify, defend and hold harmless is valid and enforceable only to the extent of the negligence of the Contractor, its officers, agents, and employees. Insurance. The Contractor shall procure and maintain in full force throughout the duration of the Agreement comprehensive general liability insurance with a minimum coverage of $500,000.00 per occurrence /aggregate for personal injury and property damage. Said policy shall name the city of Tukwila as an additional named insured and shall include a provision prohibiting cancellation or reduction in the amount of said policy except upon thirty (30) days prior written notice to the City. Cancellation of the required insurance shall automatically result in termination of this Agreement. Certificates of coverage as required by Paragraph A above shall be delivered to the City within fifteen (15) days of execution of this Agreement. Record Keeping and Reporting. The Contractor shall maintain accounts and records, including personnel, property, financial and programmatic records that sufficiently and properly reflect all direct and indirect costs of any nature expended and services in the performance of this Agreement. These records shall be maintained for a period of seven years after termination hereof unless permission to destroy them is granted by the office of the archivist in accordance with RCW Chapter 4014 and by the City. Audits and Inspections. The records and documents with respect to all matters covered by this Agreement shall be subject inspection, review or audit by law during the perfotinance of this Agreement. Contract for Services 2009 Ball Janik, L.L.P Page 3 Termination. The City giving to the Contractor thirty days written notice of the City's intention to terminate the same may at any time terminate this Agreement. Failure to provide products on schedule may result in contract termination. If the Contractor's insurance coverage is canceled for any reason, the City shall have the right to terminate this Agreement. Discrimination Prohibited. The Contractor shall not discriminate against any employee, applicant for employment, or any person seeking the services of the Contractor to be provided under this Agreement on the basis of race, color, religion, creed, sex, age, national origin, marital status or presence of any sensory, mental or physical handicap. Assignment and Subcontract. The Contractor shall not assign or subcontract any portion of the services contemplated by this Agreement without the written consent of the City. Entire Agreement. This Agreement contains the entire agreement between the parties hereto and no other Agreements, oral or otherwise, regarding the subject matter of this Agreement, shall be deemed to exist or bind nay of the parties hereto. Either party may request changes in the agreement. Proposed changes, which are mutually agreed upon, shall be incorporated by written amendments to this Agreement. Notices. Notices to the City of Tukwila shall be sent to the following address City Clerk City of Tukwila 6200 Southcenter Blvd Tukwila, WA 98188 Notices to the Contractor shall be sent to the following address: Ball Janik, LLP Michelle E. Giguere 101 SW Main Street, Suite 1100 Portland, OR 97204 Applicable Law: Venue: Attorney's Fees. This Agreement shall be governed by and construed in accordance with the laws of the State of Washington. In the event any suit, arbitration, or the proceeding is instituted to enforce any term of this Agreement, the parties specifically understand and agree that the venue shall be properly laid in King County, Washington. The prevailing party in any such action shall be entitled to its attorney's fees and costs of suit. DATED this CONTRACTOR: day of CITY OF TUKWILA: Contract for Services 2009 Ball Janik, L.L.P Page 4 BY: ATTEST/AUTHENTICATED: Christy O'Flaherty, City Clerk APPROVED AS TO FORM: OFFICE OF THE CITY ATTORNEY: BY: Jim Haggerton, Mayor Contract for Services 2009 Ball Janik, L.L.P Page 5 Exhibit A Scope of Work and Specific Service Ball Janik, LLP 1. Scone of Work: Ball Janik LLP will provide federal representation and lobbying services for the city of Tukwila related to securing federal authorization and appropriation for key projects identified by the City. Ball Janik LLP will also work with City officials, City staff, the Washington Congressional delegation, key Congressional Committees, and Administration officials to build upon previous work done by the City and to take advantage of new programs developed by the new Administration that could benefit the City. On matters of federal policy, Ball Janik will monitor key legislation debated by Congress and will continually evaluate such legislation for opportunities to secure congressional or federal agency support for policies which will help to advance Tukwila's goals and priorities. Ball Janik will assist the City in every step in the process of congressional reauthorization of the SAFETEA -LU transportation authorization bill; Ball Janik will monitor the ongoing debate over telecommunication legislation and will advocate for legislative language which will maintain or restore local control over franchising, access to local rights of way, and related matters;. In addition, Ball Janik will closely monitor final Congressional Action on the aviation program renewal legislation, and advocate for program changes and funding levels that could benefit Tukwila and city neighborhoods adversely affected by operations at SEATAC or Boeing Fieldi. Further, Ball Janik and, will monitor and advocate for Tukwila on climate clime l)arti(•itiar s`ui cliiit it tic iitsr i?i ti inTairtaeon. 10D and tram it imalt?, 1, itl in C iinia t cha;ilc lib }is]ait_on) environmental, energy conservation, affordable housing, emergency responder, water policy bills, surface and rail transportation funding /policy, and other legislation which may be considered by Congress. On matters of federal funding and appropriations, Ball Janik will provide guidance and assistance to the City regarding opportunities to secure federal funding for appropriations projects that the City determines to be its highest priorities for federal funding in FY'201 10(}9. In particular, Ball Janik will provide city staff and elected leaders with advice and perspective on the chances for successfully pursuing initial or additional federal funding for projects such as: Southcenter Parkway extension project; Klickitat/Urban Center access transportation project; Community Connections Project including funds to assist with the construction of a new pedestrian bridge linking the Urban Center to the commuter rail station; Strander Blvd connection project (in conjunction with the City of Renton); resource related projects such as the Green Duwamish restoration project; library needs; circulator bus plans and partnership with Metro Seattle bus; commuter rail, State and related commercial and housing development work at Southcenter and Tukwila Village, human resources; emergency responder; land acquisition; transportation enhancement; railroad crossing; community or commercial development related projects; emergency flood preparation, and other projects identified by the City. In addition, Ball Janik will continue to assist the City in securing special federal grants through ARRA (economic recovery act) and subsequent legislation that may be enacted to address the economic situation. Projects and priorities can be re- evaluated in the course of the year as Congressional and City priorities and agendas change and new opportunities to enhance federal financial support for City projects are presented. Ball Janik LLP will consult in early January, 2010,( }9 with City officials to confirm an agenda for action and place priorities on projects; coordinate meetings for City officials with Congressional and Administration officials; report to the City regularly on strategy, next steps, and implementation of objectives, provide regular communication, progress reports and Contract for Services 2009 Ball Janik, L.L.P Page 6 recommendations for action to the City; and where appropnate continue to advise the City with regard to working with other regional and State officials on identified priorities. The scope of work may also include federal representation on matters related to LINK light rail, Sounder, and other matters under Sound Transit's jurisdiction. Contract for Services 2009 Ball Janik, L.L.P Page 7 2 Specific Services: Ball Janik LLP will be responsible, as a minimum for the following: Inform the City of key timelines for proposed actions Identify federal rule, policies, and laws that support the City's goals, Identify key officials and contacts that the City needs to make and the best time to make such contacts Brief all appropriate congressional and federal officials about Tukwila's priorities Advise City of key dates in the congressional and administrative calendar that impact its goals Work to maintain a strong Tukwila relationship and support for Tukwila's goals with all key members of the Washington congressional delegation Prepare background papers, position papers, project request subcommittee forms, and briefing materials When appropriate, develop legislation, amendments, report language, and budget recommendations, and move them through the legislative process, attending and working with the congressional delegation and their Congressional officials at hearings, mark -ups and House /Senate conferences on legislation Assist Members of the congressional delegation with preparation of testimony, questions for agency officials at hearings, speeches and floor colloquies, drafting amendments and or committee report language and legislation Work with the City to protect the City's interests in changing telecommunication policy Attend and report on congressional hearings of import Advise City of new regulations, programs, or proposed legislation of import Specifically monitor, analyze, report on, and make recommendations for initiatives and project requests for major reauthorization of legislation, and the annual appropriations bills Advise the City about working for transportation proiect fundinm and policy chances in if to make a strong SAFETEA -LU reauthorization and-fun-ding-request and work with City and other officials throughout the year to promote strong regional and state support for the City's prioritiesthis anticipated funding request Obtain appointments for City officials in Washington, D.C., develop schedules, accompany City officials to meetings, and provide briefing materials for City officials for their meetings with Congressional officials Be the City's "eyes and ears" in Washington. Contract for Services 2009 Ball Janik, L.L.P Page 8 Exhibit B Terms of Payment Ball Janik, LLP will invoice the City for the work completed at the rate of $9,568 00, plus reasonable expenses, not to exceed $1,000, at the close of each month. Invoices will be paid within twenty (20) days of receipt. All expenses shall be listed in an itemized format. TO: ISSUE BACKGROUND DISCUSSION City of Tukwila INFORMATIONAL MEMORANDUM Mayor Haggerton Rhonda Berry Finance and Safety Committee FROM: Shawn Hunstock, Finance Director DATE: October 29, 2009 SUBJECT: 2009 -2010 Mid Biennium Budget Amendment Jim Haggerton, Mayor The Council must review and, if necessary, pass an Ordinance providing for a mid biennium budget amendment, in accordance with RCW 35A.34.130. The amendment, if necessary, must be passed before the end of the calendar year. The City Council passed Ordinance 2221 on December 15, 2008, adopting the 2009- 2010 biennial budget. The City has amended the adopted budget several times during 2009, primarily related to identified cost savings that were moved into Department 20 in the General Fund. The budget amendment being proposed addresses several different items: 1. Final amendment for calendar year 2009, addressing projected deficits in the Finance and Legal departments. 2. Implementation of the water, sewer and surface water utility taxes. 3. Funding for Howard Hanson Dam related expenditures. 4. Implementation of the COPS grant. 5. Across the -board three percent reduction from each department for 2010. 6. Implementation of identified costs savings for employer PERS contributions as well as a health /dental insurance premium holiday for 2010. 7. Correction of funding for 2009 and 2010 departmental fuel purchases. 8. Other miscellaneous adjustments. Some items have been discussed before, such as the three percent reduction, PERS savings and the insurance premium holiday. One of the items included with this amendment is funding for the Howard Hanson Dam planning and mitigation efforts. Funding will primarily come from newly enacted utility taxes. The new funding source is expected to generate $1.7 million in 2009 and $1.4 million in 2010, for a total of approximately $3.1 million. Including the $1.285 million we anticipate receiving from the INFORMATIONAL MEMO Page 2 King County Flood Zone Control District, the total funding would be just under $4.4 million. The recommendation from Administration is to reserve approximately $500,000 in each of 2009 and 2010 within fund balance in the General Fund for later identified needs. This would leave about $3.4 million over the next year for flood planning and mitigation efforts. One of the items that came to light recently was a lack of funding at the department level for fuel purchases in both 2009 and 2010. For some reason this was inadvertently left out of the biennial budget when it was adopted. The General Fund impact for both years of the biennium is $519,468. The recommendation is to fund departments for these costs, which will represent revenue in the Equipment Replacement Reserve fund (501). The revenue was already budgeted for in the 501 fund. The budget amendment also includes funding of the COPS grant. The anticipated expenditures in 2010 are $553,557, with grant revenue of $265,072, for a General Fund contribution of $288,485. Items in the Finance Department budget that were unfunded, or underfunded, include $25,000 of audit costs, in excess of budget, from the State Auditors Office, $34,000 for the EDEN Project Accounting module, $22,000 for EDEN Cashiering module expenses, $10,500 for additional EDEN maintenance costs, $20,000 for outside labor and $24,000 in separation pay for a former employee. The EDEN Cashiering Module expenses are ones that Council approved in 2008, but given the timing of the implementation and training in January 2009, not all of these costs were paid for last year. The outside labor costs were necessary due to critical deadlines related to the audit and annual financial report at a time when we were short staffed and lacked continuity from prior year for both processes. Also included for 2009 is $16,000 for an indirect cost study to be conducted by year end or soon thereafter. This study was recommended by the State Auditors Office since it has been many years since the study was last updated. Also paid for by the Finance Department are citywide claims for amounts that are less than our deductibles with WCIA. The total of these claims have historically been about $175,000 each year. The budget amendment provides funding for the claims expenses in 2009 and 2010. The budget amendment also includes funding for the Legal department of $125,000 in 2009 and $75,000 in 2010. This is for Special Matters within the Legal budget, resulting primarily from the Tukwila South negotiations and implementation of the development agreement. It is expected that some of these costs will continue into 2010. RECOMMENDATION Council is being asked to approve the ordinance amending the adopted 2009 -2010 biennial budget. This item is scheduled to be discussed at the November 9, 2009 Committee of the Whole Meeting. A Public Hearing will also be held that evening. It is also scheduled for the December 7, 2009 Regular Meeting. C:l templXPGrpWisellnfoMemoMidBienniumBudgetAmendment _1.doc INFORMATIONAL MEMO Page 3 ATTACHMENT Ordinance in draft form 2009 -2010 Mid Biennium Budget Amendment spreadsheet C:Itemp\XPGrpW iselInfoMemoMidBienniumBudgetAmendment _1.doc AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, AMENDING ORDINANCE NO. 2221, WHICH ADOPTED THE CITY OF TUKWILA'S FIRST BIENNIAL BUDGET FOR THE 2009 -2010 BIENNIUM, TO ADOPT AN AMENDED MID BIENNIUM BUDGET; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, on December 15, 2008, Ordinance No. 2221 adopted the 2009 -2010 biennial budget of the City of Tukwila; and WHEREAS, a mid- biennium budget amendment was presented to the City Council in a timely manner for their review, in accordance with RCW 35A.34.130; and WHEREAS, a Public Hearing on the proposed mid- biennium budget amendment was advertised and held on November 9, 2009; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY ORDAINS AS FOLLOWS: Section 1. Ordinance Amended. Tukwila Ordinance No. 2221 is hereby amended with the City Council's adoption of the document entitled "City of Tukwila 2009 -2010 Mid- Biennium Budget Amendment," incorporated by this reference as if fully set forth herein, in accordance with RCW 35A.33.075. Section 2. Estimated Revenues and Appropriations. The totals of the estimated revenues and appropriations for each separate fund and the aggregate totals are as follows: FUND I EXPENDITURES 000 General 104 Arterial Street 211 LTGO Refunding Bonds, 2008 302 Facility Replacement Section 3. Copies on File. A complete copy of the final budget for 2009 -2010, as adopted, together with a copy of this amending ordinance, shall be kept on file in the City Clerk's Office, and a copy shall be transmitted by the City Clerk to the Division of Municipal Corporations of the Office of the State Auditor and to the Association of Washington Cities. Section 4. 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 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 and effect 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 2009 ATTEST /AUTHENTICATED• Christy O'Flaherty, CMC, City Clerk APPROVED AS TO FORM BY Office of the City Attorney W\ Word Processing Ordinances \Budget Amendment 2009.doc KF:ksn 10/29/2009 DRAFT $99,497,080 $105,490,696 91,553,000 91,053,000 96,000 739,000 8,226,712 Jim Haggerton, Mayor Filed with the City Clerk: Passed by the City Council: Published. Effective Date: Ordinance Number: REVENUES $99 $105,490,696 91,553,000 91,053,000 96,000 7/Y 8,226,712 Page 1 of 1 City of Tukwila 2009.2010 Mid Biennium Budget Amendment General Fund 000 Revenues: Page 2 Page 2 Page 2 Page 2 Page 3 Page 3 Page 3 Page 3 Page 6 Expenditures: Page 28 Page 28 Page 28 Page 32 Page 32 Page 32 Page 32 Page 32 Page 48 Page 60 Page 60 Page 60 Page 64 Page 64 Page 64 Page 64 Page 64 Page 52 Page 52 Page 70 Page 70 Page 70 Page 70 Page 70 Page 72 Page 72 Page 72 Page 72 Page 72 Page 72 Page 72 Page 56 Page 56 Page 56 Page 56 Page 94 Page 94 Page 94 Page 94 Page 94 Page 96 Page 96 Page 96 Page 96 Local Retail Sales Use Tax Inlerfund Utility Tax Water Interfund Utility Tax Sewer Intedund Utility Tax Surface Water COPS Grant AOC Interpreter Reimbursement King Co HazMat Training Grant King County Fbad Control Zone District Reimb Transfer In from Fund 2XX Debt Service Funds Total Revenues City Council Unallocated Reduction City Council PERS (Employer Rate Reduction) City Council Self- Insurance (Premium Holiday) Mayor's Office Unallocated Reduction Mayor's Office PERS (Employer Rate Reduction) Mayor's Office Self- Insurance (Premium Holiday) Mayor's Office Equipment Replacement Mayor's Office Equipment Rental O &M Clerk's Office Misc (Laserfche Agenda Manager) Human Resources Unallocated Reduction Human Resources PERS (Employer Rate Reduction) Human Resources Self- Insurance (Premium Holiday) Finance Unallocated Reduction Finance PERS (Employer Rate Reduction) Finance Self-Insurance (Premium Holiday) Finance Professional Services Finance Claims and Judgements Legal Unallocated Reduction Legal Special Matters Parks Rec Unallocated Reduction Parks Rec PERS (Employer Rate Reduction) Parks Rec Self- Insurance (Premium Holiday) Parks Rec- Equipment Replacement Parks Rec- Equipment Rental O &M DCD Unallocated Reduction DCD PERS (Employer Rate Reduction) DCD Self Insurance (Premium Holiday) DCD Equipment Replacement (Code Enforcement) DCD Equipment Rental O &M (Code Enforcement) DCD Equipment Replacement (Bldg Plan Review) DCD Equipment Rental O &M (Bldg Plan Review) Municipal Court Unallocated Reduction Municipal Court PERS (Employer Rate Reduction) Municipal Court Self- Insurance (Premium Holiday) Municipal Court Interpreters Police Dept LEOFF (Employer Rate Reduction) Police Dept PERS (Employer Rate Reduction) Police Dept Self- Insurance (Premium Holiday) Police Dept Equip Replacement (Admin) Police Dept Equip Rental O &M (Adman) Police Dept Equip Replacement (Investigation) Police Dept Equip Rental O &M (Investigation) Police Dept Equip Replacement (Patrol) Police Dept Equip Rental O &M (Patrol) Total Adjustment 313.100.00.00 500,000 (p) 314.520.00.00 1,145,000 (a) 314.540.00.00 1,257,000 (a) 314.580.00.00 700,000 (a) 33716X.XX.XX 265,072 (b) 334.010.20.00 11,045 (c) 333.970.67.01 44,079 (d) 337.070.XX.XX 1,285,000 (a) 397 19X.XX 786,500 (e) 5,993,696 01.511.600.00.05 (8,951) (f) 01.511.600.23.00 (4,837) (g) 01.511.600.25.97 (1,625) (h) 03.513.100.00.05 (70,771) (f) 03.513.XXX.23.00 (28,863) (g) 03.513.XXX.25.97 (35,412) (h) 03.513.100.45.94 (11,096) (1) 03.511100.4695 5,069 (o) 03.514.300.49.00 (q) 04.516.200.00.05 (18,153) (f) 04.516.200.23.00 (10,074) (g) 04.516.200.25.97 (5,220) (h) 05.514.230.00.05 (55,100) (f) 05.514.230.23.00 (28,635) (g) 05.514.230.25.97 (9,635) (h) 05.514.230.41.00 149,520 (i) 05.514.230.49.03 320,000 (i) 06.515.200.00.05 (14,872) (f) 06.515.200.41.03 200,000 (i) 07.57420600.05 (81,665) (f) 07.57X.XXX.23.00 (32,079) (g) 07.57X.XXX.25.97 (40,128) (h) 07.574,200.45.94 (27,738) (f) 07.574.200.45.95 12,672 (o) 08.559.600.00.05 (82,950) (0 08.55X.XXX,23.00 (52,892) (g) 08.55X.XXX.25.97 (27,952) (h) 08.558.603.45.94 (1,415) (1) 08.558.603.45.95 633 (o) 08.559.600.45.94 (11,317) (f) 08.559.600.45.95 5,069 (o) 09.523.300.00.05 (18,363) (g) 09.5XX.XXX.23.00 (17,727) (g) 09.5XX.XXX.25.97 (11,356) (h) 09.512.500.41.03 11,045 (c) 10.521.XXX,22.00 (4,870) (g) 10.521.XXX.23.00 (32,881) (g) 10.521.XXX.25.97 (151,738) (h) 10.521.100.45.94 (25,464) (f) 10.521.100.45.95 11,403 (o) 10.521.210.45.94 (31,122) (f) 10.521.210.45.95 13,937 (o) 10.521.220.45.94 (379,833) (f) 10.521.220.45.95 170,093 (o) Fuel PERS Health/Dental Utility Taxes/ l i 3% Budget Purchases Employer Premium Howard COPS Other General 2009 2010 Reduction from 501 Fund Contribution Savings Hanson Dam Grant Fund Transfers Total 500,000 500,000 500.000 655,000 490,000 1,145,000 1,145,000 707,000 550,000 1,257,000 1,257,000 382,000 318,000 700,000 700,000 265,072 265,072 265,072 11,045 11,045 11,045 44,079 44,079 44,079 1,285,000 1,285,000 1,285,000 786.500 786.500 786.500 4,370,624 1,623,072 4,387,000 265,072 1,341,624 5,993,696 (8,951) (8,951) (8,951) (4,837),;, (4,837) (4,837) (1,625),,t' (1,625) (1,625) (70,771)''' (70,771) (70,771) (28,863), (28,863) (28,863) (35,412): (35,412) (35,412) (11,096) 1 (11,096) (11,096) 2,558 2,511 5,069 5,069 (10,500) 10,500 (q) (18,153) (18,153) (18,153) (10,074) (10,074) (10,074) (5,220) (5,220) (5,220) (55,100) (55,100) (55,100) (28,635) (28,635) (28,635) (9,635) (9,635) (9,635) 116,520 33,000 149,520 (i) 149,520 175,000 145,000 320,000 (I) 320,000 (14,872) (14,872) (14,872) 125,000 75,000 200,000 0) 200,000 (81,665) (81,665) (81,665) (32,079) (32,079) (32,079) (40,128) (40,128) (40,128) (27,738) (27,738) (27,738) 6,392 6,280 12,672 12,672 (82,950) (82,950) (82,950) (52,892) I (52,892) (52,892) (27,952) (27,952) (27,952) (1,415) (1,415) (1,415) 313 320.,. 633 633 (11,317) (11,317) (11,317) 2,512 2,557 5,069 5,069 (18,363) (18,363) (18,363) (17,727) (17,727) (17,727) (11,356)' j (11,356) (11,356) 11,045 11,045 (c) 11,045 (4,870) (4,870) (4,870) (32,881), (32,881) (32,881) (151,738) (151,738) (151,738) (25,464) (25,464) (25,464) 5,645 5,758 11,403 11,403 (31,122) (31,122) (31,122) 6,892 7,045 13,937 13,937 (379,833)• (379,833) (379,833) 84,088 86,005 170,093 170,093 Page 96 Page 102 Page 102 Page 103 Page 103 Page 105 Page 105 Page 110 Page 110 Page 110 Page 110 Page 110 Page 110 Page 112 Page 112 Page 112 Page 114 Page 114 Page 116 Page 116 Page 116 Page 119 Page 119 Page 122 Page 52 Page 52 Page 52 Page 130 Page 130 Page 130 Page 130 Page 130 Page 130 Page 130 Page 130 Page 134 Page 134 Page 134 Page 134 Page 136 Page 136 Page 78 Page 78 Page 78 Page 78 Page 78 Page 142 Page 142 Page 142 Page 142 Page 144 Page 144 Fuel PERS Health/Dental Utility Taxes/ Total 3% Budget Purchases Employer Premium Howard COPS Other General Police Dept COPS Grant 10.521.220.XX.XX Adjustment 2009 2010 Reduction from 501 Fund Contribution Savings Hanson Dam Gran( Fund Transfers Total Police Dept Equip Replacement (Gambling Act) 10.521.250.45.94 553,557 (b) 553,557 ;x(( 553,557 553,557 (16,976) (f) 3 (16,976).. (16,976) Police Dept Equip Rental 0 &M (Gambling Act) 10.521.250.45.95 7,602 (o) 6,976) 7,602 3,758 3,844 (17,602 Police Dept Equip Replacement (Crime Prevention) 10.521.300.45.94 (7,073) (f) (7,073)' 4 (7,073) Police Dept Equip Rental O &M (Crime Prevention) 10.521.300.45.95 3,168 r..r 1,567 1,601 (7,073) Police Dept Equip Replacement (Traffic Policing) 10.521.700.75.94 Police Dept Equip Rental O&M (Traffic Policing) 10.521.700.75.95 19,005 (o/ (42,440)0 (42,440) 3,168 3,168 9,396 9,609 19,005 (42,440) Fire Dept Unallocated Reduction 11.522.200.00.05 Fire Dept LEOFF (Employer Rate Reduction) 11.522.XXX.22.00 9,053 (g) 0,082), (30,082) 19,005 9,053 9,053 (30,083) Fire Dept PERS (Employer Rate Reduction) 11.522.XXX.23.00 Fire Dept Self-Insurance (Premium Holiday) 11.522.XXX.25.97 (127,419) (h) (30,587)x1 (30,587) 9,053 '127,419) (30,587) Fire Dept Equip Replacement (Admin) 11.522.100.45.94 (16,976) (t) Fire Dept Equip Rental O&M (Admin) 11.522100,45.95 7,602 (16,976) (16,976) (127,419) (127,419) Fire Dept Equip Replacement (Suppression) 11.522.200.45.94 3,758 3,844 )i 7 (16,976) 244,027) (1) 7,602 (244,027)1 (244,027) (244,027) Fire Dept Equip Rental O&M (Suppression) 11.522.200.45.95 109,277 (o) 54,023 55,254 109,277 109,277 Fire Dept Hydrant Rental 11.597.222.00.00 6,960 (k) 6,960y 6,960 (k) 6,960 Fire Dept Equip Replacement (Fire Invest) 11.522.300.45.94 Fire Dept Equip Rental O&M (Fire Invest) 11.522.300.45.95 (16.976) (1) (16,976) (16,976) (16,976) Fire Dept Equip Replacement (Training) 11.522.400.45.94 7,602 (o) 3,758 3,844 7,602 7,602 Fire Dept Equip Rental O&M (Training) (12,732) (1) (12,732), (12,732) (12,732) Fire Dept King Co HazMat Sub-Grants 11.522.400.52.00 5,701 (o) 2,820 2,881 5,701 5,701 44,079 (d) 44,079 Fire Dept Equip Replacement (HazMat) 11.522.601.45.94 4,244) f) (4,244) (4,244) 44,079 (d) 44,079 Fire Dept Equip Rental O&M (HazMat) 11.522.601.45.95 Fire Dept Equip Rental O&M (Ambulance, Rescue) 11.526.800.45.95 1,901 (o) 945 956 1,901 (4,241) 6,968 (o) 3,456 3,512 6 968 1,901 Information Technology Unallocated Reduction 12 51 8. 8 80.00.05 (34,356) (1) 6,960 Information Technology PERS (Er Rate Reduction) 12.518.880.23.00 (34,356)„ (34,356) Information Technology Self-Ins (Premium Holiday) 12.518.880.25.97 (13,457) (9) (13,457)';111 (13,457) (34,356) (11,123) (h) )11,123)u•;• (13,457) Public Works Unallocated Reduction 13.532.100.00.05 (68,444) (1) (68,444) (68,444) (11.123) (11,123) Pub(ic Works PERS (Employer Rate Reduction) 13.5XX.XXX.23.00 (60,173) (9) (60,173) (60,173) (68,444) Public Works Self-Insurance (Premium Holiday) 13.5XX.XXX.25.97 (48,110) (h) (48,110) (60,173) Public Works Equipment Replacement (Custodtat) 13.518.300.45.94 (33,952) (t) (33,952). (33,952) (48,110) (48,110) Public Works Equipment Rental O&M (Custodial) 13.518.300.45.95 15,204 (o) 7,516 7,688 1 15,204 (33,952) Public Works Equipment Replacement (Admin) 13.532.100.45.94 (4,244) (f) (4,244) (4,244) 15,204 Public Works Equipment Rental O&M (Admin) 13.532.100.45.95 1,901 (o) 945 956 1,901 (4,244) 3,387,000 (a) 2,529,000 8 58,000 .,U i 1.901 Public Works Equipment Replacement (Maintenance) 13.532.101.45.94 3,387,000 3,387,000 Public VVorks Equipment Rental O&M (Maintenance) 13.532.101.45.95 (5,658) (f) (5,658) (5,658) (5,658) Public Works Engineering 800Mz Radios 13.532.200.35.01 2,533 (0) 1,253 1,280 2,533 2,533 130,000 (r) 65,000 65,000 a 130,000 130,000 (130,000) (r) (65,000) (65,000)• (130,000) (130,000) Public Works Equipment Replacement (Engineering) 13.532.200.45.94 Public Works Equipment Rental O&M (Engineering) 13.532.200.45.95 (14,146) (f) (14,146), (14,146) (14,146) 6,335 (o) 3,134 3,201 6,335 6,335 Parks Maint Div Unallocated Reduction 15.576.800.00.05 Parks Maint Div PERS (Employer Rate Reduction) 15.576.800.23.00 (31,583) (f) (31,583) (31,583) Parks Maint Div Self-Insurance (Premium Holiday) 15.576.800.25.97 (13,867) (9) (13,867) (13,867) (31,583) (9,419) (h) (9,419) (13,867) Parks Maint Div Equip Rental O&M 15.576.800.45.95 9,419 (9,419) 17,104 (o) 8,456 8,648 17,104 17,104 Parks Maint Div Public Utilities 15.576.800,47.00 40,000 (I) 40,000 PW Streets Div Unallocated Reduction 16.542.900.00.05 (82,443) (82,443) (82,443) 40,000 (I) 40,000 PW Streets Div PERS (Ernpioyer Rale Reduction) 16.542.900.23.00 PW Streets Div Self-Insurance (Premium Holiday) 16.542.900.25.97 (23,136) (9) (23,136)' (23,136) (82,443) (30,430) (h) (30,430) (30,430) (23,136) PW Streets Div Equip Rental O&M 16.543.300.45.95 88.689 (g) 43,848 44,841 (30,430) Dept. 20 Transfer Out to Debt Service Fund 210 20.597.000.00.00 88,689 88,689 96,000 (e) 96,000 Estimated Ending Unreserved Fund Balance 291.840.00 96,000 (e) 96,000 Total Expenditures 3.025,821 987.447 2.038.374 1,505.162 (519.4681 345.025 509,567 1.000.000 (288.4851 474,020 3.025.821 5,993.696 1 4,370,624 1,623,072 4,387,000 265,072 1,341,624 5,993,696 t. Arterial Street Fund 104 Revenues: Page 10 Local Retail Sales Use Tax Total Revenues 313.100.00.00 (500,0001 (p) (500.0001 5 (500.0001 (500,000) Expenditures: Page 148 Estimated Ending Unreserved Fund Balance 291.840.00 (500,000) (p) (500,000) Total Expenditures LTGO 1999 Bonds 207 Expenditures: Page 153 Transfer Out Page 153 Estimated Ending Unreserved Fund Balance Total Expenditures LTGO 2000 Bonds 208 Expenditures: 00.597.000.00.00 317,000 (a) Page 154 Transfer Out Page 154 Estimated Ending Unreserved Fund Balance 291840 00 (317.000) (e) Total Expenditures LTGO 2003 Refunding Bonds 210 Expenditures: Page 156 Transfer Out Page 156 Estimated Ending Unreserved Fund Balance Total Expenditures LTGO 2008 Refunding Bonds 211 Revenues: Page N/A Transfer In from Fund 000 Total Revenues Expenditures: Page N/A Principal Total Expenditures Facility Replacement 302 Revenues: Page 14 King County Grants, Land Proceeds Total Revenues Expenditures: Page 158 South County Regional Jail (CIP pg 73) Total Expenditures Sewer Utility 402 Expenditures: Page 166 Page 166 Page 166 Golf Fund 411 Expenditures. Page 172 Equipment Rental O &M Fuel Total Adiustment 5 (500.0001 00.597.000.00.00 72,500 (e) 291.840.00 (72.500 (e) 00.597.000.00.00 109,000 (e) 291.840.00 (109,0001 (e) 337.072.01.00 287,712 (m) 287.712_ 00.594.230.61.39 287,712 (m) 287.712 2009 2010 (500,000) 72,500 (72.500! 317,000 (317.000! LTGO 2003 Bonds 209 Expenditures: 00.597.000.00.00 288,000 (e) 268,000 Page 155 Transfer Out Et 291,840.00 1286.0001•(e) (288,0001_ Page 155 Estimated Ending Unreserved Fund Balance c$ a Total Expenditures 109,000 (109.000 397 19X.XX 96,000 (e) 96,000 U99_, 00.591.730.71.00 96,000 (e) 96.000 96,000 287.712 287.712 Water Utility 401 Expenditures: 01.534.800.54.01 1,145,000 (a) 655,000 490,000 Page 162 Equipm tRe Tax 01.534,800.45.95 21,543 (o) 10,876 10,667 Page 162 stimedt Ending O -Fuel 293.880.00 (1,166.543 (a) (665.8761 (500,6671- a Page 162 Estimated Editlin Unreserved served Fund Balance Total Expenditures 01.535.800.54.02 1,257,000 (a) 707,000 550,000 Equipment t R e Tax 20,275 (o) 10,230 10,045 01.535.800.45.95 (717 230 (560.045 Esuipmedt Ending U &M-Fuel 293.880.00 (1.277.275 (a) Estimated Ending Unreserved Fund Balance Total Expenditures 00.576.680.45.95 24,710 (o) 12,465 12,245 Fuel PERS Health/Dental Utility Taxes! COPS Other General 3% Employer Premium Howard Reduction Bu Purchases Hanson Dam Grant Fund Transfers Total Retion from 501 Fund Contribution Savings Page 172 Total Adluslment Estimated Ending Unreserved Fund Balance 293.880.00 124,7101 (a) Total Expenditures Surface Water 412 Expenditures: Page 176 Interfund Utility Tax 01.538.380.54.12 700,000 (a) 382,000 318,000 Page 176 Equipment Rental O &M Fuel 01.538.380.45.95 19,005 (o) 9,396 9,609 Page 176 Gilliam Creek Basis Stormwater Overflow (CIP pg 153) 02.594.381.41.12 524,552 n) 524,552 Page 176 Estimated Ending Unreserved Fund Balance 291.840.00 (1,243,5571 (a),(n) I (915.9481 1327.6091, Total Expenditures (a) (b) (c) (d) (e) (f) (9) (h) (i) (k) (m) (n) (o) (p) (q) (r) 5,877,408 4,254,336 1.623.072 ROLL Utility lax on Water, Sewer and Surface Water, plus $1.285M reimbursement from King County Flood Control Zone District, for Howard Hanson Dam flood planning and preparations. COPS Grant Revenue of $265,072, plus Fund Balance contribution of $288,485, for total COPS expenditures of $553,557. Reimbursement from Administrative Office of the Court for Interpreter expenses. Foe Department administered King County HazMat training sub grants. Transfer of excess money from Debt Service Funds to General Fund. Fund 211 was not funded when the original biennial budget was passed (refunding occurred 12/08). Elimination of Equipment Replacement contribution for 2010, plus other miscellaneous reductions, for total reduction of 3% of operating expenditures. Reduced PERS /LEOFF contribution expense for 2010 based on lower employer contribution rate. Reduced health /dental insurance premium expense based on premium holiday for 2010, Provide funding for unfunded, or unferfunded, expenses (audit costs, licensing fees, claims and judgements) Provide funding for unbudgeted Special Matters issues. Hydrant rental expenses exceeded budget by $6,960. Public utility expenses are projected to exceed budget by $40,000. Provide funding for receipt of JAG proceeds, and distribution of same to SCORE. Provide early funding for Gilliam Creek Basis Stormwater Overflow from fund balance in Surface Water fund. Provide funding for fuel purchases from Equipment Replacement Fund (inadvertently left out of the original 2009 -2010 budget). Move $500,000 sales tax allocation from Arterial Street Fund (104) to the General Fund (000). Originally funded 1/2 in 2009, 1/2 in 2010. Should be 100% In 2010. Move $65K per year from Capital Equipment to Small Tools Minor Equipment. Funding is for 800Mz radios that individually cost less that equipment threshold of $5K. Fuel PERS Health/Dental Utility Taxes/ 3% Budget Purchases Employer Premium Howard COPS Other General 2009 2010 r Reduction from 501 Fund Contribution Savings Hanson Dam Grant Fund Transfers Total (12.4651 (12.2451,'•x' TO: City of Tukwila INFORMATIONAL MEMORANDUM Mayor Haggerton Rhonda Berry Finance and Safety Committee FROM: Shawn Hunstock, Finance Director DATE October 26, 2009 SUBJECT: Sales Tax Revenue for August 2009 Schedule I in 1,000's Sales Receipt 2008 2009 2009 Increase/(Decrease) %Increase /(Decrease) Month Month Actual Estimated Actual Month YTD Month YTD Jan Mar 1,347 1,403 1,172 (231) (231) -16 46% 0 00% Feb Apr 1,357 1,397 1,051 (346) (577) -24 77% -20 61% Mar May 1,601 1,654 1,146 (508) (1,085) -30 71% 24.36% Apr June 1,365 1,497 1,191 (306) (1,391) 20.44% -23 37% May July 1,635 1,560 1,082 (478) (1,869) 30.64% -24 88% June Aug 1,646 1,757 1,217 (540) (2,409) 30.73% 25.99% July Sept 1,535 1,661 1,473 (188) (2,366) -11 32% 23.76% Aug Oct 1,555 1,647 1,118 (529) (2,549) 32.12% -24 86% Sept Nov 1,426 1,685 Oct Dec 1,298 1,521 Nov Jan10 1,265 1,589 Dec Feb10 1,723 2,175 Totals 17,753 19,546 9,450 Mitigation Received 1,277 10,727 85.30% of Budget Inc! Mitigation Jim Haggerton, Mayor Sales tax collections showed the twelfth consecutive decrease in August compared to the same period in the prior year. For 2009, collections were less than both budget and the same month in the prior year. Actual receipts for August 2009 were $529,000 less than budget, and $437,000 less than the same period last year We are now down 24.86% for the year compared to budget, and 21.52% compared to the same period last year. The chart above also includes the mitigation payment we received at the end of March, June and September. Including the mitigation payment, we are currently at 85 3% of budget for the year to date The mitigation payment we received in September for second quarter 2009 was $536,001 90. This was a 54.9% increase from the $346,046.24 we received for first quarter 2009. Schedule II shows the year -to -date sales tax from the top ten industry classifications. As this schedule indicates, the trend is flat or down for all of the classifications INFORMATIONAL MEMO Page 2 Schedule II Group 452* 448* 423* 722* 443* 441* 451* 236 444* 453* Schedule Ill Name General Merchandise Stores Clothing and Accessories Wholesale Trade, Durable Goods Food Services, Drinking Places Electronics and Appliances Motor Vehicle and Parts Dealer Sporting Goods, Hobby, Books Construction of Buildings Building Material and Garden Miscellaneous Store Retailers Mitigated NAICS Code As you can see there are large variances from last year for the same time period For instance, sales tax for Construction of Buildings is down by 64.39 Miscellaneous Store Retailers is down by 32.58 and Wholesale Trade and Durable Goods is down by 27 79 As. you can see from Schedule II, all of the top ten merchant categories have declined versus prior year, and nine of the ten industry classification codes are ones for which we receive streamlined sales tax mitigation. Schedule III shows the ten largest declines in sales tax revenue for industries with over $10,000 collected through August. Group Name 323* Printing and Related Support 236 Construction of Buildings 334* Computer and Electronic Produc 442* Furniture and Home Furnishings 237 Heavy and Civil Construction 522 Credit Intermediation 621 Ambulatory Health Care Service 512 Motion Picture, Sound Record 445* Food and Beverage Stores 541 Professional, Scientific, Tech Mitigated NAICS Code Attached is a Sales Tax Summary comparing year -to -date 2009 vs. 2008 by major NAICS codes. Also included is a comparison of total receipts year -to -date for the last four years. Please let me know if you have any comments or questions. Thank you. H:\Sales Tax1200911nfo Memo Sales Tax 102609.doc YTD Current 1,254,724 1,253,823 988,595 864,005 590,102 493,593 353,100 343,608 343,448 324,505 YTD Current 40,714 343,608 12,625 222,203 47,311 20,804 37,938 21,768 56,790 111,760 YTD Dollar Prior Diff. Diff. 1,439,952 (185,228) -12 86% 1,320,980 (67,157) -5 08% 1,369,127 (380,532) -27 79% 885,199 (21,194) -2.39% 708,300 (118,198) -16 69% 663,495 (169,902) -25.61% 413,439 (60,339) 14.59% 964,824 (621,216) 64.39% 446,864 (103,416) -23 14% 481,299 (156,794) 32.58% YTD Dollar Prior Diff. Diff. 114,401 (73,687) -64 41% 964,824 (621,216) -64 39% 34,546 (21,921) -63 46% 480,246 (258,043) 53.73% 90,564 (43,253) -47 76% 34,054 (13,250) -38 91% 59,134 (21,196) -35 84% 32,494 (10,726) 33.01% 84,589 (27,798) -32 86% 166,105 (54,345) 32.72% NAICS CONSTRUCTION 08 TOTAL 236 Construction of Buildings 1 302.567 237 Heavy Civil Construction 130,624 238 Specialty Trade Contractors 530,490 TOTAL CONSTRUCTION 1,963,680 Overall Construction Change from Previous Year MANUFACTURING 311 Food Manufacturing 312 Beverage Tobacco Products 313 Textile Mills 314 Textile Product Mills 315 Apparel Manufacturing 316 Leather Allied Products 321' Wood Product Manufacturing 322* Paper Manufacturing 323* Printing Related Support 324 Petroleum Coal Products 325 Chemical Manufacturing 326 Plastic Rubber Products 327* Nonmetallic Mineral Products 331 Primary Metal Manufacturing 332 Fabricated Metal Mfg Products 333 Machinery Manufacturing 334' Computer Electronic Products 335 Electric Equipment, Appliances 336 Transportation Equipment Mfq 337' Furniture Related Products 339' Miscellaneous Manufacturing TOTAL MANUFACTURING TRANSPORTATION WAREHOUSING 481 Air Transportation 482 Rail Transportation 484 Truck Transportation 485 Transit and Ground Passengers 488 Transportation Support 491 Postal Services 492 Couners Messengers I 493' Warehousing Storage TOTAL TRANSP WHSING WHOLESALE TRADE 423' Whls Trade Durable Goods 424' Whls Trade Nondurable Goods 425' Wholesale Electronic Markets WHOLESALE TRADE TOTAL 1,893,709 Overall Wholesale Change from Previous Year Sales Tax Mitigation NAICS Codes 10/26/_00. 08 TOTAL 4,997 2,328 1,050 22,660 215 9 9,515 21,545 143.009 9,630 8,068 4,085 5,242 52 6.310 -8,777 44,162 895 191,525 31,384 22 411 520,315 Overall Manufacturing Change from Previous Year 08 TOTAL 0 1 935 965 11 502 28.728 88 476 781 44,475 Overall Transportation Change from Previous Year 08 TOTAL 1,777,808 113.096 2,805 YTD 08 YTD 09 YTD Diff NAICS 964.824 343.608 -64.4% I 441' 90,564 47,311 -47.8% I 447' 332.227 244,689 -26.3% 1,387,615 635,608 (1752,006) -54.2% YTD 08 YTD 09 YTD Diff 3.187 846 -73.4% 1,167 1,988 70.3% 42 158 273.1% 18,479 8,536 -53.8% 213 37 -82.8% 2 4 113.0% 5.991 2.148 -64.1% 14,069 12,871 -8.5% 114,401 40.714 -64.4% 6,848 3.347 -51.1% 6,044 4,295 -28.9% 3,326 3,108 -6.6% 3.425 1.251 -63.5% 26 126 374.5% 3,978 2,255 -43.3% 10,711 5,000 146.7% 34,546 12,625 -63.5% 511 90 -82.4% 121,365 93,095 -23.3% 27,936 6.532 -76.6% 13.562 7.787 -42.6% 368,409 206,811 (8161, 597) SALES TAX SUMMARY August 2009 (Received in October) -43.9% 1 YTD 08 YTD 09 YTD Diff 0 0 0.0% 1,267 843 -33.5% 262 1,898 625.2% 7,386 7,505 1.6% 18,166 15,753 -13.3% 37 0 100.0% 465 33 -92.8% 517 788 52.5% 28,099 26,820 (81,279) -4.6% YTD 08 YTD 09 YTD Diff 1,369,127 988,595 -27.8% 67.952 71,462 5.2% 2,150 1,344 -37.5% 1,439,228 1,061,401 (8377,827) -26.3% NAICS 442' 443* 444* 445' 446' 448' 451' 452' I I 453" 1 I 454' l 1 1 AUTOMOTIVE Motor Vehicle Parts Dealer Gasoline Stations TOTAL AUTOMOTIVE SERVICES 51X Information 52X Finance 8r 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 Page 1 08 TOTAL 993,146 73.034 1,066,181 Overall Automotive Change from Previous Year RETAIL TRADE 08 TOTAL Furniture Home Furnishings 621,785 Electronics Appliances 1,077 238 Building Material Garden 619,645 Food Beverage Stores 88,317 Health Personal Care 146,841 Clothing Accessories 2,101,593 Sporting Goods, Hobby, Books 644,522 General Merchandise Stores 2,231.745 Miscellaneous Store Retailers 721,034 Nonstore Retailers 116,347 TOTAL RETAIL TRADE 8,369,066 Overall General Retail Change from Previous Year 08 TOTAL 570,706 75,585 403,851 338,302 1,902 167,119 12,727 109,308 106,515 1,858.292 192,450 843 3,837,599 Overall Services Change from Previous Year MISCELLANEOUS 08 TOTAL 000 Unknown 1.147 111 -115 Agriculture, Forestry. Fishing 1,095 211 -221 Mining Utilities 19,574 999 Unclassifiable Establishments 35,837 MISCELLANEOUS TOTAL 57,652 Overall Miscellaneous Change from Previous Year 08 TOTAL GRAND TOTALS $17,752,678 Grand Total Change from Previous Year 08 YTD 663.495 55,444 718,940 08 YTD 480,246 708,300 446,864 84,589 92,995 1,320,980 413,439 1,439,952 481,299 68,822 5,537,486 08 YTD 385,572 42,076 281,369 166,105 1,352 103,012 5,659 74,011 79,058 1,265,193 128,188 326 2,531,919 OS YTD 873 230 12,791 16,687 30,581 08 YTD $12,042,277 09 YTD 493,593 41,647 535,240 ($183,700) 09 YTD 222.203 590.102 343,448 56,790 119,483 1,253,823 353,100 1,254,724 324,505 164,250 4,682,428 (0855,059) 09 YTD 349,905 28,482 248,641 111,760 737 83,307 27,176 51,498 66,210 1.184,151 120,814 15,190 2,287,871 (5244,049) 09 YTD 397 87 11,038 3.256 14,779 ($15,802) 09 YTD $9,450,958 (62,591,319) rur, Sales tax P.pl 20090501s YTD Diff -25.6% -24.9% Diff -53.7% -16.7% -23.1% -32.9% 28.5% -5.1% -14.6% -12.9% -32.6% 138.7% YTD Diff -9.3% -32.3% -11.6% -32.7% -45.5% -19.1% 380.3% -30.4% -16.3% -6.4% -5.8% 4560.2% YTD Diff -54.5% -62.0% -13.7% -80.5% YTD Diff -25.6% -15.4% -9.6% -51.7% -21.52 Four Year Comparison 2009 I $9,450,976 2008 I $12:,042,282 2007 I $12,350,819 2006 I $11,362,543 $4,000,000 $8,000,000 $12,000,000 Taxes Collected Year to Date