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HomeMy WebLinkAboutReg 2014-10-06 Item 5.04 - 2015-2016 Biennial Budget - Governmental Funds2015 - 2016 Biennial Budget City of Tukwila, Washington GOVERNMENTAL FUNDS Governmental programs and services, funded largely by taxes but also by fees for service and intergovernmental revenues such as grants and state shared services, include the following activities: General Government - administration, finance, attorney, and city clerk activities Judicial - municipal court activities Physical Environment - public works activities not chargeable to the enterprise funds. Transportation - bridges, residential and arterial street maintenance and construction. Economic Environment - business development, planning and building inspection activities. Culture and Recreation - parks and recreation activities. The general fund is the repository for most taxes and unrestricted revenues and has the most spending flexibility. Each year the general fund transfers money to the debt service funds to pay debt service and to the capital projects funds to help pay for park, street and other infrastructure projects. The City maintains the following governmental funds: General General Fund Contingency fund Special Revenue Funds Hotel /motel tax Drug Seizure Debt Service Limited Tax General Obligation bonds LID #33 bonds and guarantee fund Capital Projects Residential streets Arterial streets Park and land acquisition Facilities General government Fire Improvement Attachment A Attachment A of the Financial Planning Model combines the activities of all governmental funds except the special revenue funds and projects them forward six years. The special revenue funds are excluded from the model because the funds can be used only for very specific purposes and therefore are not available for general government services. Attachment A, also known as the 6 -Year Plan, shows financial results, budget and projections for both operating and capital governmental activities. As Attachment A indicates, the City's Reserve Policy is met in the 2015 -16 and 2017 -18 bienniums but falls short in the 2019 -2020 biennium. The Financial Planning Model is used for planning purposes year -long and is updated with each budget cycle. The plan will be adjusted as necessary to ensure the Reserve Policy continues to be met in the future. 41 2015 - 2016 Biennial Budget City of Tukwila, Washington 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 30 31 32 33 34 CITY OF TUKWILA ATTACHMENT A - REVENUES AND EXPENDITURES GOVERNMENTAL FUNDS 2015 -2020 Analysis in 000's REVENUES ACTUAL ADOPTED BUDGET PROPOSED BUDGET $ 5,279 PROJECTIONS $ 5,704 TOTAL 2015- 2020 2012 2013 2014 2015 2016 2017 2018 2019 2020 General Revenues $ 18,883 $ 18,699 $ 16,482 $ 13,248 $ 10,791 8 9,632 $ 9,632 Sales and Use Taxes $ 15,674 $ 16,521 $ 15,680 $ 17,034 $ 17,631 $ 18,160 $ 18,705 $ 19,266 $ 19,844 $ 110,642 Property Taxes 13,830 13,757 14,322 14,329 14,759 15,128 15,506 15,894 16,291 91,908 Utility Taxes 4,001 3,880 4,155 4,025 4,105 4,187 4,292 4,421 4,553 25,583 Interfund Utility Tax 1,535 1,687 1,586 1,856 1,981 2,080 2,184 2,293 2,408 12,802 Gambling and other taxes 3,045 3,047 2,819 3,238 3,317 3,416 3,519 3,624 3,733 20,847 RGRL 1,756 1,725 1,768 1,821 1,875 1,922 1,970 2,019 2,070 11,677 Licenses & permits 1,605 2,014 1,946 2,105 2,166 2,232 2,301 2,374 2,449 13,626 SCL Agreement 2,147 2,084 2,250 2,212 2,267 2,335 2,405 2,477 2,552 14,249 Intergovernmental 2,663 2,620 2,379 2,503 2,585 2,614 2,643 2,673 2,704 15,721 Charges for Services 2,442 2,785 3,064 2,955 2,991 3,081 3,173 3,269 3,367 18,836 Indirect cost allocation 1,872 2,036 2,085 2,255 2,233 2,289 2,358 2,429 2,502 14,066 One -time revenue - 9,500 4,355 2,400 3,675 6,075 Sub -total 50,569 61,655 56,408 56,732 59,586 57,445 59,056 60,739 62,472 356,031 Dedicated Revenues 1,332 955 797 967 980 1,010 1,040 1,067 1,099 6,162 TOTAL REVENUES 51,901 62,609 57,204 57,699 60,566 58,455 60,096 61,806 63,571 362,193 EXPENDITURES Operating & Maintenance (see Attachment B) 44,636 47,321 49,119 51,569 52,608 53,923 55,271 56,653 58,069 328,093 Debt Service 3,075 6,023 3,026 2,760 3,303 3,507 3,499 3,493 2,669 19,231 Reserve Fund - 4,225 2,200 - - 41 161 168 370 Operating transfers 982 1,734 675 300 300 308 315 323 331 1,877 Adm /Engineering 641 602 419 545 567 581 596 610 626 3,525 Subtotal Available 2,566 2,704 1,765 2,525 3,788 136 374 565 1,708 9,097 Capital Projects Residential Street 108 115 660 1,614 141 413 750 750 750 4,418 Arterial Street 7,475 1,062 3,318 2,022 3,411 2,118 2,883 2,263 2,273 14,970 Land & Park Acquisition 696 47 647 983 182 172 166 321 162 1,986 Governmental Facilities 23 104 10 (70) 90 - - - - 20 General Government 812 280 200 200 200 200 200 200 200 1,200 Fire Improvements (34) (89) (45) (50) (50) (550) (350) (350) (350) (1,700) Sub total Capital 9,080 1,519 4,790 4,699 3,974 2,353 3,649 3,184 3,035 20,894 Change in fund balance (6,513) 1,185 (3,025) (2,174) (186) (2,217) (3,275) (2,619) (1,327) (11,797) Beginning fund balance 21,439 14,926 15,011 15,355 13,181 12,996 10,778 7,504 4,885 15,355 Ending Fund Balance $ 14,926 $ 16,111 $ 11,986 $ 13,181 $ 12,996 $ 10,778 $ 7,504 $ 4,885 $ 3,558 $ 3,558 Reserve fund balance $ 1,460 $ 5,763 $ 5,279 $ 5,702 $ 5,704 $ 5,704 $ 5,745 $ 5,906 8 6,074 $ 6,074 TOTAL FUND BALANCE $ 16,386 $ 21,874 $ 17,264 $ 18,883 $ 18,699 $ 16,482 $ 13,248 $ 10,791 8 9,632 $ 9,632 General fund reserve policy met? Contingency reserve policy met? YES YES YES YES NO YES Sales and Use Taxes - includes retail sales and use tax, natural gas use tax and criminal justice sales tax Gambling and other taxes - includes gambling tax, admission tax and leasehold excise tax Licenses & permits - includes business licenses, residential rental licenses, building and other permits Intergovernmental - includes streamlined sales tax mitigation, grants, state shared revenues and entitlements Dedicated Revenues (Capital) - includes REET, parking tax, motor vehicle tax, investment income earned in the capital funds One -time revenue - 2013 $8.5M LID proceeds, $1M MPD loan bond proceeds; 2014 $4.3M Tukwila Village land sale; 2015 $2.2M Tukwila Village land sale and $200K surplus property sale; 2016 $2.07M Tukwila Village land sale and $1.6M sale of utility storage land. 42 2015 - 2016 Biennial Budget City of Tukwila, Washington The Operating and Maintenance costs listed on Attachment A represent the departmental expenditures of the general fund and are detail in Attachment B below. The salary and benefits charged to the capital project funds are included as Admin & Engineering expenditures on line 20 of Attachment A. The project specific expenditures are netted with the project specific revenues such as grants and bond proceeds and the net use or (source) of resources is listed for each capital project fund. CITY OF TUKWILA ATTACHMENT B - GENERAL FUND OPERATING EXPENDITURES 2015 -2020 Analysis in 000's GENERAL FUND - ACTUAL ADOPTED BUDGET PROPOSED BUDGET PROJECTIONS Totals 2015 - 2020 Operating Expenditures 2012 2013 2014 2015 2016 2017 2018 2019 2020 City Council $ 251 $ 280 $ 336 $ 339 $ 350 $ 359 $ 368 $ 377 $ 386 $ 2,179 Mayor, Boards 2,486 2,736 3,059 3,908 3,896 3,993 4,093 4,195 4,300 24,386 Human Resources 515 602 694 656 673 690 707 725 743 4,195 Finance 2,084 2,255 2,294 2,477 2,555 2,619 2,684 2,751 2,820 15,907 City Attorney 595 679 662 778 778 798 818 838 859 4,870 Parks and Recreation 3,346 3,608 3,807 4,058 4,194 4,299 4,407 4,517 4,630 26,104 Community Development 2,861 3,182 3,109 3,062 3,116 3,194 3,274 3,356 3,440 19,443 Municipal Court 1,018 1,093 1,097 1,128 1,164 1,193 1,223 1,253 1,284 7,245 Police 14,020 14,725 15,587 16,351 16,780 17,199 17,629 18,070 18,522 104,552 Fire 10,476 10,709 10,522 10,957 11,019 11,295 11,577 11,867 12,163 68,879 Information Technology 1,106 1,245 1,363 1,162 1,192 1,222 1,252 1,283 1,315 7,426 Public Works /Streets 5,878 6,207 6,589 6,693 6,890 7,062 7,239 7,420 7,605 42,909 Total Operating Expenditu $ 44,636 $ 47,321 $ 49,119 $ 51,569 $ 52,608 $ 53,923 $ 55,271 $ 56,653 $ 58,069 $ 328,093 BY TYPE Salaries & Wages 25,356 26,578 27,412 27,371 28,017 28,717 29,435 30,171 30,925 174,637 Personel Benefits 7,827 7,866 8,195 9,509 9,998 10,248 10,504 10,767 11,036 62,062 Supplies 1,096 1,324 1,320 1,414 1,276 1,308 1,340 1,374 1,408 8,119 Other Services & Charges 8,161 9,239 9,744 10,817 10,733 11,001 11,276 11,558 11,847 67,232 Intergovt. Services & Taxe 1,924 2,064 2,233 2,448 2,575 2,639 2,705 2,773 2,842 15,981 Capital Outlays 274 271 215 10 10 10 11 11 11 63 Total Operating Expenditu $ 44,636 $ 47,321 $ 49,119 $ 51,569 $ 52,608 $ 53,923 $ 55,271 $ 56,653 $ 58,069 $ 328,093 Projection Factors: Salaries & Wages Personel Benefits Supplies Professional services & other charges Intergovt. Services & Taxes Capital Outlays 2017 2.5% 2.5% 2.5% 2.5% 2.5% 2.5% 2018 2.5% 2.5% 2.5% 2.5% 2.5% 2.5% 2019 2.5% 2.5% 2.5% 2.5% 2.5% 2.5% 2020 2.5% 2.5% 2.5% 2.5% 2.5% 2.5% 43 2015 - 2016 Biennial Budget City of Tukwila, Washington Debt Service 2015 -2020 Debt service for existing debt, planned debt and proposed debt follows. DEBT SERVICE BUDGET PROJECTIONS TOTAL 2015 -2020 Use of Debt Proceeds 2013 2014 2015 2016 2017 2018 2019 2020 EXISTING DEBT: LTGO 2003 Golf course club house $ 715 $ - $ - $ - $ - $ - $ - $ - $ - Early payoff 2,665 LTGO 2003 Community center and Fire station 491 488 - - - - - - - Refunding #53 TCC 392 391 - - - Fire Station #53 98 98 - - - LTGO 2008 City Hall Annex, 6300 bldg, and 737 812 811 811 809 809 811 - 4,051 Refunding Urban revitalization - Tukwila Village City Hall Annex, 6300 bldg 332 365 365 365 364 364 365 - 1,823 Tukwila Village 405 447 446 446 445 445 446 - 2,228 SCORE 2009 South County Corretional Entity, SCORE Jail facility 431 431 - 428 427 428 428 428 2,139 Scheduled debt service 430 430 Estimated contribution by SCORE (430) - - - - - (430) LTGO 2010 Southcenter Parkway Extension, emergency management 518 521 524 524 519 513 505 496 3,080 Southcenter Pkwy Extension 380 382 384 384 381 376 370 364 2,259 Emergency Management 138 139 140 140 138 137 135 132 821 Valley Com 2010 Refunding Valley Communications Center operating facility 241 229 229 - - - - - 229 LTGO 2011 Arterial street portion of 2003 bond - 168 548 546 549 552 549 549 545 3,290 Refunding South Park bridge transaction LTGO 2012 Tukwila Metropolitan Park District 113 113 113 113 113 113 113 113 679 Existing debt $ 6,079 $ 3,142 $ 2,223 $ 2,424 $ 2,420 $ 2,412 $ 2,406 $ 1,582 $ 13,468 PLANNED DEBT: LTGO 2014 11B Redevelopment $ 3,850 313 313 287 287 287 287 1,774 2015 Credit line TIB Redevelopment 2,250 LTGO 2015 Interurban Ave South 3,100 124 248 248 248 248 248 1,364 Boeing Access Road bridge 2,500 100 200 200 200 200 200 1,100 Planned debt $11,700 $ - $ - $ 537 $ 761 $ 735 $ 735 $ 735 $ 735 $ 4,238 PROPOSED DEBT: LTGO 2016 42nd $ 4,400 117 352 352 352 352 1,525 53rd - - - - - - Proposed debt $ 4,400 $ - $ - $ - $ 117 $ 352 $ 352 $ 352 $ 352 $ 1,525 TOTAL Estimate / Projections $ 6,079 $ 3,142 $ 2,760 $3,303 $ 3,507 $ 3,499 $ 3,493 $ 2,669 $ 19,231 44 2015 - 2016 Biennial Budget City of Tukwila, Washington A summary of fund balances for the funds included in the Attachment A Financial Planning Model follows: FUNDS INCLUDED IN ATTACHMENT A ACTUAL 2011 Ending Fund Balance - in Thous $ ACTUAL ACTUAL BUDGET BUDGET 2012 2013 2014 2015 BUDGET 2016 000 General Fund $ 5,912 $ 6,026 $ 9,580 $ 6,486 $ 9,703 9,527 2 ** Debt Service 3,317 3,012 8 412 5 5 103 Residential Street 904 1,047 1,416 813 57 391 104 Arterial Street 6,929 483 1,096 843 344 148 301 Land, Park Acquisition 1,428 1,090 1,220 723 318 337 302 Facilities 2,027 2,006 1,903 1,411 1,874 1,787 303 General government 609 914 452 959 380 250 304 Fire facilities 314 348 437 340 500 550 $ 21,439 $ 14,926 $ 16,112 $ 11,987 $ 13,181 $ 12,996 105 Contingency Reserve 1,458 1,460 5,763 5,279 5,702 5,702 Total $ 22,897 $ 16,387 $ 21,875 $ 17,265 $ 18,883 $ 18,697 45 2015 - 2016 Biennial Budget City of Tukwila, Washington This page intentionally left blank 46