HomeMy WebLinkAboutFS 2013-02-20 Item 2B - Resolution/Ordinance - Local Improvemen District (LID) #33TO:
City of Tukwila
Jim Haggerton, Mayor
INFORMATIONAL MEMORANDUM
Mayor Haggerton
Finance & Safety Committee
FROM: Peggy McCarthy, Finance Director
BY: Vicky Carlsen, Deputy Finance Director
DATE: February 13, 2013
SUBJECT: Resolutions and Ordinance for Local Improvement District #33
ISSUE
Consider for approval (1) a Resolution appointing a Hearing Examiner to conduct a public
hearing on the final assessment roll, (2) a Resolution fixing the time and place for the public
hearing on the final assessment roll, (3) a Resolution clarifying the interfund loan terms
authorized in Resolution No. 1739, (4) an Ordinance amending Ordinance 322 to allow for
appeal to the Council after the assessment roll hearing.
An "LID #33: Calendar of Remaining Events" is also included for Council information.
BACKGROUND
On November 16, 2009, the Council adopted Ordinance No. 2260 ordering improvements for
the Southcenter area by establishing the formation of Local Improvement District (LID) #33
Tukwila Urban Center Access (Klickitat) Project. On May 5, 2011, the Council adopted
Resolution No. 1739 authorizing interim financing of the project through internal loans among
the Arterial Street Fund, the General Fund and other funds. A few steps remain to complete the
LID process, some of which include establishing and updating legislation.
To better understand the interfund loan resolution, the accounting and financing structure for the
LID project is discussed in the following paragraph.
The LID Project fund, also known as the Klickitat Project #98410419 (the Project), is a subset of
the Arterial Street Fund. All Project revenue and expenditure transactions and balances reside
in the Arterial Street Fund and are accounted for within that fund as a unique project using the
Project Accounting system. Since Project inception, the unfunded portion of the Project, the
portion that will be paid for through the LID assessment, has been financed by the Arterial
Street Fund reserves and through General Fund contributions. In 2012, consideration was
given to establishing a loan to the Arterial Street Fund from the internal service Equipment
Rental and Replacement Fund 501, in an amount not to exceed $2,500,000, to assist cash flow
needs. This interfund loan would be in lieu of additional General Fund contributions.
DISCUSSION
The final steps in completing the LID process are outlined on the attached "LID #33: Calendar of
Remaining Events ". The next steps requiring Council action are as follows:
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INFORMATIONAL MEMO
Page 2
1. Resolution appointing Hearing Examiner:
Pursuant to RCW 35.44.070, the City Council may designate an officer to conduct a hearing on
the assessment roll. This Resolution appoints Gary McLean as the City's Hearing Examiner for
the assessment roll hearing for LID #33.
2. Resolution fixing the time and place for the public hearing on the final assessment roll:
Pursuant to RCW 35.44.070, this Resolution sets March 27, 2013 as the hearing date on the
assessment roll for LID #33. The hearing will be conducted at the Tukwila Community Center
Meeting Room B and will begin at 9:00 am. The hearing will continue until all evidence has
been heard. Notification of the hearing will be mailed to all property owners within the LID.
3. Resolution clarifying loans authorized in Resolution No. 1739:
On May 2, 2011, the City Council adopted Resolution No. 1739 authorizing the transfer of funds
for the purpose of making a loan or loans from the General Fund and /or other funds to the
Arterial Street Fund for purposes of covering authorized expenditures related to the LID project.
The Resolution revises and updates the terms of the interfund loan with the following
information:
a. Revises the maximum loan amount not to exceed from $12 million to $9.5 million for the
loan from the Arterial Street Fund to the LID Project Fund and to $2.5 million for the loan
from the Equipment Rental and Replacement Fund to the Arterial street Fund.
b. Adds in language that specifies that the loan shall be repaid from LID Bond proceeds no
later than December 31, 2014.
c. Sets the interest rate for the loan at 1.80% per annum consistent with Resolution No.
1739 guidelines.
d. Extends the financing period to the date the LID bond proceeds are received.
4. Ordinance amending Ordinance 322 allowing for appeal to the Council after the assessment
roll hearing:
Pursuant to RCW 35.43 and 35.44, Ordinance 322 is amended to allow appeal to the Council
after the assessment roll hearing.
RECOMMENDATION
The Committee is being asked to forward these 4 items to the March 4, 2012 Regular Meeting
Consent Agenda.
ATTACHMENTS:
1. Draft Resolution appointing Hearing Examiner to conduct the final assessment roll
2. Draft Resolution fixing time and place for public hearing on the final assessment roll
3. Draft Resolution clarifying terms of interfund loan authorized in Resolution No. 1739.
4. Copy of Resolution No. 1739
5. Draft ordinance amending Ordinance 322
6. Tukwila Municipal Code section applicable to the Code change referenced in the draft Ordinance.
7. LID #33 Calendar of Remaining Events
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DRAFT
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, APPOINTING A HEARING
EXAMINER PURSUANT TO RCW 35.44.070 TO CONDUCT
A HEARING ON THE FINAL ASSESSMENT ROLL FOR
KLICKITAT LOCAL IMPROVEMENT DISTRICT NO. 33.
WHEREAS, on November 16, 2009, the City Council passed Ordinance No. 2260
creating the Klickitat Local Improvement District (LID) No. 33; and
WHEREAS, pursuant to RCW 35.44.070 the City Council may designate an officer
to conduct a hearing on the assessment roll; and
WHEREAS, the City Council wishes to designate Gary McLean as Hearing
Examiner to preside over the LID assessment roll hearing;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY RESOLVES AS FOLLOWS:
Appointment of Hearing Examiner. The City Council of the City of Tukwila,
Washington, does hereby appoint Gary McLean to act as the City's Hearing Examiner
for the assessment roll hearing for LID No. 33.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON,
at a Regular Meeting thereof this day of , 2013.
ATTEST /AUTHENTICATED:
Christy O'Flaherty, MMC, City Clerk Kathy Hougardy, Council President
APPROVED AS TO FORM BY:
Filed with the City Clerk:
Passed by the City Council:
Resolution Number:
Shelley M. Kerslake, City Attorney
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AFT
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, FIXING THE TIME FOR A HEARING ON THE FINAL
ASSESSMENT ROLL FOR KLICKITAT LOCAL IMPROVEMENT DISTRICT NO. 33.
WHEREAS, by Ordinance No. 2260, the City Council of the City of Tukwila
established Klickitat Local Improvement District No. 33 for construction of access
improvements to the Southcenter area; and
WHEREAS, construction of the improvements has now been completed; and
WHEREAS, the assessment roll for the local improvements has been prepared and
filed with the office of the City Clerk;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY RESOLVES AS FOLLOWS:
Section 1. Hearing Date. The City Council of the City of Tukwila, Washington,
hereby sets March 27, 2013 as the hearing date on the assessment roll for Local
Improvement District No. 33 now on file at the office of the City Clerk. The hearing shall
be held before the appointed Hearing Examiner beginning at 9:00 AM at the Tukwila
Community Center, 12424 42nd Ave. S., Tukwila, Washington.
Section 2. Notice of Hearing. The City Clerk of the City of Tukwila, Washington
shall prepare a notice of the hearing as provided in RCW 35.44.080 and shall mail and
publish said notice of hearing as provided in RCW 35.44.090.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON,
at a Regular Meeting thereof this day of , 2013.
ATTEST /AUTHENTICATED:
Christy O'Flaherty, MMC, City Clerk Kathy Hougardy, Council President
APPROVED AS TO FORM BY:
Filed with the City Clerk:
Passed by the City Council:
Resolution Number:
Shelley M. Kerslake, City Attorney
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DR FT
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, PROVIDING FOR CLARIFICATION
OF THE TERMS OF AN INTERFUND LOAN TO FUND THE
TUKWILA URBAN CENTER ACCESS PROJECT IN LOCAL
IMPROVEMENT DISTRICT NO. 33, AND OTHER MATTERS
PROPERLY RELATED THERETO.
WHEREAS, the City Council, by Ordinance No. 2260 passed on November 16,
2009, formed Local Improvement District No. 33 ( "LID No. 33 "); ordered the City to
undertake the Urban Center Access Project (Project 98410419) (the "Project ");
established the Local Improvement Fund, District No. 33 (the "LID Project Fund "), to
pay the costs of the Project; and authorized the use of interfund loans or other short-
term borrowings to pay the costs of the Project on an interim basis pending the receipt
of the revenues from the issuance of Local Improvement District Bonds (the "LID
Bonds "), grants and other resources; and
WHEREAS, the City Council, by Resolution No. 1739 adopted on May 2, 2011,
directed that up to $12,000,000 of funds be loaned on a temporary basis at a market
rate for the purpose of paying costs of the Project; and
WHEREAS, the Project is nearing completion and it is now expected that the LID
Bonds will be issued in mid -2013, and it is now necessary to clarify and restate the
terms of that interfund loan;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY RESOLVES AS FOLLOWS:
Section 1. In order to meet the continuing cash flow needs of the Project, the City
Council now finds that the terms of the previously- authorized interfund loan must be
revised and updated as follows:
1. The loan amount authorized to be loaned from the Arterial Street Fund to
the LID Project Fund is revised to a maximum amount not to exceed $9,500,000.
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2. The loan amount authorized to be loaned from the General Fund or other
funds to the Arterial Street Fund is revised to a maximum amount not to exceed
$2,500,000. The internal service Equipment Rental and Replacement Fund 501 shall
serve as the lending fund for this loan.
3. Loan advances to meet Project cash flow needs shall be authorized until
the loans are repaid from the LID Bond proceeds or other resources.
4. The loans shall be repaid from the LID Bond proceeds or other resources
no later than December 31, 2014.
5. Interest shall accrue, beginning on the date of each expenditure (each of
which shall be deemed a loan draw) until repaid, on the principal amount of each loan
draw outstanding at the rate of 1.80 percent per annum, computed on the basis of a
360 -day year for the actual number of days the principal amount of the loan draw is
outstanding. Such rate is determined to be a market rate, after receiving quotes from
three banks accustomed to making similar loans to municipal government entities, and
approximating the average rate of interest that would likely have been charged had the
City borrowed through those sources to provide interim funding for the Project.
Section 2. The Finance Director shall keep a record of the principal amount so
borrowed, the amount of interest accruing and the repayment of all such principal and
interest.
Section 3. The Finance Director and all other appropriate officials of the City are
authorized to take such action as may be necessary to carry out this resolution
including, without limitation, taking such action as may be necessary to amend the
budgets for the affected years to reflect the transfers and interfund loans described in
this resolution, and including bringing forth budget amendments or reconciliations to
Council, if Council approval in addition to this resolution is determined to be necessary
under state law. All actions previously taken and consistent with the provisions of this
resolution are ratified and confirmed.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON,
at a Regular Meeting thereof this day of , 2013.
ATTEST /AUTHENTICATED:
Christy O'Flaherty, MMC, City Clerk Kathy Hougardy, Council President
APPROVED AS TO FORM BY:
Filed with the City Clerk:
Passed by the City Council:
Resolution Number:
Shelley M. Kerslake, City Attorney
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Page 2 of 2
City of Tukwila
Washington
Resolution No. / 17 3 9
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, AUTHORIZING THE TRANSFER OF FUNDS FOR
THE PURPOSE OF MAKING A LOAN OR LOANS FROM THE
GENERAL FUND AND /OR OTHER FUNDS TO THE ARTERIAL
STREET FUND FOR UP TO A 15 -MONTH PERIOD OF TIME.
WHEREAS, there may be insufficient funds available from time to time during the
period April 2011 to June 2012 in the Arterial Street Fund to cover authorized expenditures
while the City waits for reimbursement of federal, state and local grant monies that have
been approved for allocation to the City for which contracts have been executed; and
WHEREAS, the General Fund and /or other funds have sufficient funds from which to
transfer funds in an amount not to exceed twelve million dollars ($12,000,000) for the
purpose of making loans to cover authorized expenditures from the Arterial Street Fund;
and
WHEREAS, in the event a loan is made from the General Fund and /or other funds to
the Arterial Street Fund as provided above, the loans shall be at the current market rate of
interest for comparable investments of similar maturity; and
WHEREAS, the City Council intends to replace any funds loaned to the Arterial Street
Fund with long term Local Improvement District bonds upon completion of the Tukwila
Urban Center Access Project (Project No. 98410419), also known as the Klickitat project,
upon completion of construction and completion of the final assessment roll;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY RESOLVES AS FOLLOWS:
Section 1. Purpose. Authorization is hereby given during the time period April 2011
to June 2012 for the transfer of funds to the Arterial Street Fund, when there are
insufficient funds available therein to cover authorized expenditures for which contracts
have been executed, in an amount not to exceed twelve million dollars ($12,000,000) from
the General Fund and /or other funds for the purpose of making a loan at the current
market rate of interest.
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Section 2. Implementation. The Finance Director is hereby authorized to implement
such administrative procedures as may be necessary to carry out the directions of this
legislation.
PASSED BY THE CITY COUNCIL 1F THE CITY OF TUKWILA, WASHINGTON, at
Regular Meeting this of m Cxc�
a Regu g o� day
ATTEST /AUTHENTICATED:
a4pChristy O'Fl CMC, City Cler
APPROVED AS TO
Shelley M. Kersl
ttorney
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, 2011.
Ilan Ekberg, Council Presi
Filed with the City Clerk:
Passed by the City Council:
Resolution Number:
Page 2 of 2
RFT
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, AMENDING ORDINANCE NO. 322
TO ADOPT REGULATIONS RELATING TO ASSESSMENT ROLL
HEARINGS AND APPEAL, TO BE CODIFIED AT TUKWILA
MUNICIPAL CODE SECTION 13.04.095; PROVIDING FOR
SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, RCW 35.44.070 requires that recommendations of the Hearing
Examiner on a local improvement district assessment roll be appealable, by property
owners who protested his or her assessment, to the City Council; and
WHEREAS, Tukwila Municipal Code Chapter 13.04 did not contain a process for
administering such appeals;
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY ORDAINS AS FOLLOWS:
Section 1. Ordinance No. 322 Amended. Ordinance No. 322 is hereby amended
to adopt new regulations to be codified at Tukwila Municipal Code Section 13.04.095,
"Assessment Roll — Hearing and Appeal," as follows:
Section 13.04.095 Assessment Roll — Hearing and Appeal
At the time fixed for hearing on the assessment roll and at the times to which such hearing
may be continued, the City's Hearing Examiner shall consider all objections timely filed
with the City Clerk pursuant to RCW 35.44.080, following which the Hearing Examiner
shall make recommendations that the City Council correct, revise, raise, lower, change or
modify the roll or any part thereof, or set aside the roll and order the assessment to be
made de novo, or that the Council adopt or correct the roll or take other action on the roll.
The City Council shall adopt or reject the recommendation of the Hearing Examiner at a
public meeting; provided, that any person who shall have challenged his or her
assessment before the Examiner, may appeal the recommendation of the Hearing
Examiner to the City Council by filing written notice of such appeal with the City Clerk
within 10 calendar days of the date of mailing of the Hearing Examiner's recommendation.
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The appeal shall be upon the record made before the Hearing Examiner, based on a
preponderance of evidence standard and shall be considered by the Council at a public
meeting in accordance with the City Council's rules of procedure. Confirmation of the roll
shall be by ordinance.
Section 2. 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 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 , 2013.
ATTEST /AUTHENTICATED:
Christy O'Flaherty, MMC, City Clerk
APPROVED AS TO FORM BY:
Office of the City Attorney
Jim Haggerton, Mayor
Filed with the City Clerk:
Passed by the City Council:
Published:
Effective Date:
Ordinance Number:
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Page 2 of 2
TITLE 13 — PUBLIC IMPROVEMENTS
13.04.070 LID Property Inclusions
Unless otherwise provided in the ordinance ordering the
improvement, the improvement district shall include all the
property between the termini of the improvement abutting
upon, adjacent, vicinal, or proximate to the street, avenue,
land, alley, boulevard, park drive, parkway, public place or
square proposed to be improved to a distance of 90 feet back
from the marginal lines thereof or to the centerline of the
blocks facing or abutting thereon, whichever is greater (in the
case of unplatted property, the distance back shall be the
same as in the platted property immediately adjacent thereto);
provided, that if the local improvement is such that the special
benefits resulting therefrom extent beyond the boundaries as
above set forth, the Council may create an enlarged district to
include as nearly as practicable all the property to be specially
benefited by the improvement; the petition or resolution for an
enlarged district and all proceedings pursuant thereto shall
conform as nearly as is practicable to the provisions relating to
local improvement districts generally, except that the petition or
resolution must describe it as an enlarged district and state
what proportion of the amount to be charged to the property
specially benefited shall be charged to the property lying be-
tween the termini of the proposed improvement and extending
back from the marginal lines thereof to the middle of the block
(or 90 feet back) on each side thereof, and what proportion
thereof to the remainder of the enlarged district; provided fur-
ther, that whenever the nature of the improvement is such that
the special benefits conferred on the property are not fairly
reflected by the use of the aforesaid termini and zone method,
the ordinance ordering the improvement may provide that the
assessment shall be made against the property of the district
in accordance with the special benefits it will derive from the
improvement without regard to the zone and termini method.
(Ord. 322 §3(part), 1961)
13.04.080 Determination of Authority
All local improvements, funds for the making of which are
derived in whole or in part from assessments upon property
specially benefited, shall be made either by the City itself or by
contract upon competitive bids in the manner provided by law.
The City Council shall determine whether such local improve-
ment shall be done by contract or by the City itself.
(Ord. 322 §4, 1961)
13.04.090 Cost
The cost and expense of any such improvement, or such
portion thereof as the City Council may determine to be as-
sessed, shall be distributed and assessed against all the prop-
erty included in such local improvement district, in accordance
with the special benefits conferred thereon, and in the manner
provided by law.
(Ord. 322 §5, 1961)
13.04.100 Bonds - Payment of Cost
The City Council may provide by ordinance for the pay-
ment of the whole or any portion of the cost and expense of
any local improvement by bonds of the improvement district,
but no bonds shall be issued in excess of the cost and ex-
pense of the improvement, nor shall they be issued prior to 20
days after the 30 days allowed for the payment of assess-
ments without penalty or interest.
(Ord. 322 §6, 1961)
13.04.110 Bonds - Issuance and Sale
A. Local improvement bonds may be issued to the con-
tractor or sold by the officers authorized by the ordinance di-
recting their issue to do so, in the manner prescribed therein,
and at not less than par and accrued interest. Any portion of
the bonds of any issue remaining unsold may be issued to the
contractor constructing the improvement in payment thereof.
B. The proceeds of all sales of bonds shall be applied in
payment of the cost and expense of the improvement.
(Ord. 322 §7, 1961)
13.04.120 Warrants - Payment of Cost
The City Council may provide by ordinance for the is-
suance of warrants in payment of the cost and expense of any
local improvement, payable out of the local improvement dis-
trict fund. The warrants shall bear interest at the rate of not to
exceed 8% per year and shall be redeemed either in cash or
by local improvement bonds for the same improvement autho-
rized by ordinance.
(Ord. 322 §8, 1961)
- New TMC section
13.04.095 Assessment Roll — Hearing and Appeal
to be inserted here
Produced by the City of Tukwila, City Clerk's Office
Page 13-3
25
N
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LID 33: Calendar of Remaining Events **
Responsible
Party:
Council Action rr
Council Action '
Clerk /PW/
Finance
Clerk
Clerk /PW/
Finance
Council Action
Clerk
n/a
n/a
Clerk /
Finance
Clerk
n/a
Council '
Action
Finance
February 12
February 20
March 7
March 11
March 27
April 15
April 18
April 23
May 3
May 9
May 16
June 10
June 18
July 5
Committee
Committee F &S
Regular
Committee
Meeting /
Transportation
F &S
Event Date:
March 4
**
February 18
Regular
July 1
Regular
Regular
Approve:
Approve
Approve ordinance
Approve:
1. Project close -
out
Resolutions:
1_ Appointing
confirming
assessment roll.
1. Ordinance
to sell Bonds
Hearing Examiner
In Quasi - Judicial
capacity:
2. Setting date,
time and location
of hearing
1. Hear objections
of property owners.
Council
Actions
3. Updating and
clarifying
interfund loan
terms
2. Rule on
objections or defer
to another
meeting.
Approve
Ordinance:
4. Allowing
appeal to Council
after assessment
roll hearing.
1. File
1. Publish
1 LID
1. Publish
1. Ordinance
1. Appeal
1. Publish
1. Publish
1. Prepay-
1 Sell
Staff
Actions
assessment roll
with City Clerk.
2 Publish
notice for
hearing date
(1st publication)
3 Mail notice of
hearing to
property
owners.
notice for
hearing date
(2nd
publication)
15 days
before
hearing.
hearing,
9:00 am,
TCC
ordinance
confirming
assessments
confirming
assessments
becomes
effective
period ends
10 days after
Ordinance
effective
date.
notice of final
assessment
roll (1st
publication)
notice of final
assessment
roll (2nd
publication)
2 Mail notice
to all property
owners that
roll is filed for
collection.
ment
period ends
30 days
after the
1st notice
of
collection is
published.
Bonds
15 days before
hearing.
** Note: Some dates are tentative and dependent on the timing of completion of certain events.