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HomeMy WebLinkAboutFIN 2017-12-05 COMPLETE AGENDA PACKETCity of Tukwila Finance Committee O Verna Seal, Chair O Kathy Hougardy O Thomas McLeod AGENDA TUESDAY, DECEMBER 5, 2017 — 5:30 PM HAZELNUT CONFERENCE ROOM (At east entrance of City Hall) Distribution: V. Seal K. Hougardy T. McLeod D. Robertson Mayor Ekberg D. Cline C. O'Flaherty L. Humphrey Item Recommended Action Page 1. PRESENTATION(S) 2. BUSINESS AGENDA a. A contract for health care broker services. a. Forward to 12/11 Special Pg.1 Stephanie Brown, Human Resources Director Meeting Consent Agenda. b. Report on 2017 3rd Quarter sales tax and miscellaneous revenue. b. Information only. Pg.11 Vicky Carlsen, Deputy Finance Director c. Technology & Innovation Services Department quarterly report. c. Forward to 12/11 C.O.W. Pg.21 Joseph Todd, Technology & Innovation Services Director 3. ANNOUNCEMENTS 4. MISCELLANEOUS Next Scheduled Meeting: January 2018 6. The City of Tukwila strives to accommodate individuals with disabilities. Please contact the City Clerk's Office at 206-433-1800(TukwilaCityClerk@TukwilaWA.gov) for assistance. ��4 City of Tukwila =o Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Stephanie Brown, Human Resources Director BY: Erika Eddins, Human Resources Analyst CC: Mayor Ekberg DATE: November 29, 2017 SUBJECT: Healthcare Broker Services Contract for R.L. Evans, Broker of Record ISSUE Execute a contract with R.L. Evans in the amount of $51,250 for healthcare brokerage services regarding the active employee and LEOFF 1 retiree health plans in 2018. BACKGROUND The City of Tukwila's self-funded health insurance program was started in 1990. R.L. Evans has been our broker since that time, helping the City to manage the costs of both the retiree and active employee health insurance plans, as well as, negotiating competitive prices on Life, Long-term Disability, and Stop -Loss Insurance. DISCUSSION City staff have been pleased with the expertise and the high level of customer service that the R.L. Evans company provides given their depth of experience in self-funded plan management. We have found through research that there are not many brokerage firms that have the extensive experience in self-funded plans as the R.L. Evans Company. We are confident that their ongoing service will assist the City in continuing to operate a cost effective and comprehensive benefits plan. FINANCIAL IMPACT A one-year guarantee for 2018 provides for a 2.5% increase over 2017 for an overall fee of $51,250. It is expected that any fees and commissions collected in 2017 will offset against the fees that occur in 2018. The contract expenses will be within 2018 budgeted amounts. RECOMMENDATION The Committee is being asked to approve the contract with R.L. Evans for Healthcare Broker Services and forward this item to the December 11, 2017 Special Meeting Consent Agenda. ATTACHMENTS R.L. Evans Contract with Exhibits A and B: Scope of Services and Method of Payment 1 2 City of Tukwila 6200 Southcenter Boulevard, Tukwila WA 98188 CONTRACT FOR SERVICES Contract Number: This Agreement is entered into by and between the City of Tukwila, Washington, a non -charter optional municipal code city hereinafter referred to as "the City," and R.L. Evans Company, Inc., hereinafter referred to as "the Contractor," who6e principal office is located at 3535 Factoria Blvd. SE Suite 120, Bellevue, WA 98006. WHEREAS, the City has determined the need to have certain services performed for its citizens but does not have the manpower 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: 1. 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 statutes, 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. 2. 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 $51,250 per year at a rate of 3. 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. 4. Duration of Agreement. This Agreement shall be in full force and effect for a period commencing January 1, 2018, and ending December 31, 2018, unless sooner terminated under the provisions hereinafter specified. 5. 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 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. CA Revised December 2016 Page 1 of 7 3 6. Indemnification. The Contractor shall defend, indemnify and hold the Public Entity, its officers, officials, employees and volunteers harmless from any and all claims, injuries, damages, losses or suits including attorney fees, arising out of or in connection with the performance of this Agreement, except for injuries and damages caused by the sole negligence of the Public Entity. Should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Contractor and the Public Entity, its officers, officials, employees, and volunteers, the Contractor's liability hereunder shall be only to the extent of the Contractor's negligence. It is further specifically and expressly understood that the indemnification provided herein constitutes the Contractor's waiver of immunity under Industrial Insurance, Title 51 RCW, solely for the purposes of this indemnification. This waiver has been mutually negotiated by the parties. The provisions of this section shall survive the expiration or termination of this Agreement. 7. Insurance. The Contractor shall procure and maintain for the duration of the Agreement, insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the work hereunder by the Contractor, their agents, representatives, employees or subcontractors. Contractor's maintenance of insurance, its scope of coverage and limits as required herein shall not be construed to limit the liability of the Contractor to the coverage provided by such insurance, or otherwise limit the City's recourse to any remedy available at law or in equity. A. Minimum Scope of Insurance. Contractor shall obtain insurance of the types and with the limits described below: 1. Automobile Liability insurance with a minimum combined single limit for bodily injury and property damage of $1,000,000 per accident. Automobile liability insurance shall cover all owned, non -owned, hired and leased vehicles. Coverage shall be written on Insurance Services Office (ISO) form CA 00 01 or a substitute form providing equivalent liability coverage. If necessary, the policy shall be endorsed to provide contractual liability coverage. 2. Commercial General Liability insurance with limits no less than $1,000,000 each occurrence, $2,000,000 general aggregate and $2,000,000 products -completed operations aggregate limit. Commercial General Liability insurance shall be as least at broad as ISO occurrence form CG 00 01 and shall cover liability arising from premises, operations, independent contractors, products -completed operations, stop gap liability, personal injury and advertising injury, and liability assumed under an insured contract. The Commercial General Liability insurance shall be endorsed to provide a per project general aggregate limit using ISO form CG 25 03 05 09 or an equivalent endorsement. There shall be no exclusion for liability arising from explosion, collapse or underground property damage. The City shall be named as an additional insured under the Contractor's Commercial General Liability insurance policy with respect to the work performed for the City using ISO Additional Insured endorsement CG 20 10 10 01 and Additional Insured -Completed Operations endorsement CG 20 37 10 01 or substitute endorsements providing at least as broad coverage. 3. Workers' Compensation coverage as required by the Industrial Insurance laws of the State of Washington. CA Revised December 2016 Page 2 of 7 4 B. Other Insurance Provision. The Contractor's Automobile Liability and Commercial General Liability insurance policies are to contain, or be endorsed to contain that they shall be primary insurance with respect to the City. Any insurance, self-insurance, or insurance pool coverage maintained by the City shall be excess of the Contractor's insurance and shall not contribute with it. C. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best rating of not less than A: VII. D. Verification of Coverage. Contractor shall furnish the City with original certificates and a copy of the amendatory endorsements, including but not necessarily limited to the additional insured endorsement, evidencing the insurance requirements of the Contractor before commencement of the work. Upon request by the City, the Contractor shall furnish certified copies of all required insurance policies, including endorsements, required in this Agreement and evidence of all subcontractors' coverage. E. Subcontractors. The Contractor shall have sole responsibility for determining the insurance coverage and limits required, if any, to be obtained by subcontractors, which determination shall be made in accordance with reasonable and prudent business practices. F. Notice of Cancellation. The Contractor shall provide the City and all Additional Insureds for this work with written notice of any policy cancellation, within two business days of their receipt of such notice. G. Failure to Maintain insurance. Failure on the part of the Contractor to maintain the insurance as required shall constitute a material breach of contract, upon which the City may, after giving five business days notice to the Contractor to correct the breach, immediately terminate the contract or, at its discretion, procure or renew such insurance and pay any and all premiums in connection therewith, with any sums so expended to be repaid to the City on demand, or at the sole discretion of the City, offset against funds due the Contractor from the City. 8. Record Keeping and Reporting. A. The Contractor shall maintain accounts and records, including personnel, property, financial and programmatic records which sufficiently and properly reflect all direct and indirect costs of any nature expended and services performed in the performance of this Agreement and other such records as may be deemed necessary by the City to ensure the performance of this Agreement. B. These records shall be maintained for a period of seven (7) years after termination hereof unless permission to destroy them is granted by the office of the archivist in accordance with RCW Chapter 40.14 and by the City. 9. Audits and Inspections. The records and documents with respect to all matters covered by this Agreement shall be subject at all times to inspection, review or audit by law during the performance of this Agreement. 10. Termination. This Agreement may at any time be terminated by the City giving to the Contractor thirty (30) days written notice of the City's intention to terminate the same. 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 immediately. 11. Discrimination Prohibited. The Consultant, with regard to the work performed by it under this Agreement, will not discriminate on the grounds of race, religion, creed, color, national origin, age, veteran status, sex, sexual orientation, gender identity, marital status, political affiliation, the presence of any disability, or any other protected class status under state or federal law, in the selection and retention of employees or procurement of materials or supplies. CA Revised December 2016 Page 3 of 7 5 12. 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. 13. Entire Agreement; Modification. This Agreement, together with attachments or addenda, represents the entire and integrated Agreement between the City and the Contractor and supersedes all prior negotiations, representations, or agreements written or oral. No amendment or modification of this Agreement shall be of any force or effect unless it is in writing and signed by the parties. 14. Severability and Survival. If any term, condition or provision of this Agreement is declared void or unenforceable or limited in its application or effect, such event shall not affect any other provisions hereof and all other provisions shall remain fully enforceable. The provisions of this Agreement, which by their sense and context are reasonably intended to survive the completion, expiration or cancellation of this Agreement, shall survive termination of this Agreement. 15. Notices. Notices to the City of Tukwila shall be sent to the following address: City Clerk, City of Tukwila 6200 Southcenter Blvd. Tukwila, Washington 98188 Notices to the Contractor shall be sent to the address provided by the Contractor upon the signature line below. 16. 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 other proceeding is instituted to enforce any term of this Agreement, the parties specifically understand and agree that 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 day of , 20_ CITY OF TUKWILA CONTRACTOR Allan Ekberg, Mayor ATTEST/AUTHENTICATED: By: Douglas Evans, President Address: 3535 Factoria Blvd., Suite 120 City Clerk, Christy O'Flaherty Bellevue, WA 98006 APPROVED AS TO FORM: Office of the City Attorney CA Revised December 2016 Page 4 of 7 6 EXHIBIT A. SCOPE OF SERVICES For Active and Retiree Plans The Scope of Services for this contract includes the following coverages or programs: Medical/Ra Individual/Aggregate Stop Loss Dental Third Party Administrative (TPA) Services Vision Group Life & AD&D and Dependent Life Long Term Disability (LTD) HMO (Kaiser Permanente) The following are representative of the basic services the BROKER will provide with respect to the CITY'S benefit plans: I Current Plan Review • Review in -force contracts, plans, benefit design • Review funding agreements • Review claims data and plan benefit design • Assist with renewal contract negotiations 2. Bidding the In -Force Lines of Coverage • Prepare bid specifications for underwriters • Research insurance markets on CITY'S (Plan Sponsor's) behalf • Analyze proposals and make recommendations 3 Plan Administration • Evaluate current/prospective TPA's • Assist with billing and eligibility problems • Assist with plan installation • Monitor TPA for compliance with contract terms 4. Benefit Communication • Plan and organize employee meetings • Develop benefit summaries • Assist with preparation of Summary Plan Descriptions 5. Assist the City (Plan Sponsor) to Comply with Federal Laws Impacting Benefit Plans • COBRA compliance • PPACA compliance • TEFRA compliance • HIPAA compliance CA Revised December 2016 Page 5 of 7 7 6. Other Services • Act as an advocate of the participants and CITY in resolving difficult claims and administrative problems • Meet, at least quarterly with Health Care Committee, and as desired, with City representatives to discuss claims experience, administration services, cost containment ideas, benefit design, new programs and other employee benefit plan issues and problems. • Assist in providing detailed annual financial accountings • Review and analyze claims data and make recommendations • Review industry trends and advise the City of Tukwila • Assist the CITY in strategic benefit planning • Other special projects agreed to between the CITY and BROKER CA Revised December 2016 Page 6 of 7 8 EXHIBIT B. METHOD OF PAYMENT ACTIVE (4024) and RETIREE (5024) PLANS The Broker Commission Fee payable to R.L. Evans is $4,270.83 per month. This contract is not to exceed $51,250.00 in a year. The fee is reduced by any standard agent fees or commissions that R.L. Evans receives during the year and will provide a full accounting at year-end. CA Revised December 2016 Page 7 of 7 9 10 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Peggy McCarthy, Finance Director BY: Lily Jue, Fiscal Coordinator CC: Mayor Ekberg DATE: December 5, 2017 SUBJECT: Sales Tax and Miscellaneous Revenue Report- 3rd Quarter 2017 Schedule I - Sales Tax in $1,000's Third quarter sales tax collections decreased by approximately $54K, or (1%) when compared with the same period in 2016. There was an increase in construction sales tax of $62K over the same quarter last year, or up by 19%. Sales tax from other industries decreased by $116K, or down by 3%. 11 2016 Actual 2017 Actual YOY Change -- Month -- Collect- i Construc-! Other i ! Total Construc-! Other ! i Total Construction ! ! Other• Industries ! Total i ed Recd tion i Industries i tion ! Industries i Amount % i Amount % i Amount % S i t Jan Mar $ 99 $ 1,190 $ 1,289 $ 123 $ 1,149 $ 1,272 $ 24 24%! $ (41) -3%! $ (17) -1% Feb Apr 97 1,231 1,328 83 j 1,123 1,206 (14) -14%; (108) -9%; (122) -9% Mar May 105 i 1,413 i 1,518 120 1,664 i 1,784 15 14%i 251 18%i 266 18% Q-1 Totals $ 301 ; 3,834 ; $ 4,135 $ 326 3,936 ; $ 4,262 $ 25 8%i 102 3%i $ 127 3% Apr Jun 105 i 1,336 i 1,440 92 1,316 i 1,408 (13) -12%! (20) -1%i (33) -2% May Jul 119 i 1,361 i 1,480 106 i 1,315 i 1,421 (12) -10%i (46) -3%i (59) -4% Jun Aug 139 ! 1,553 ! 1,692 119 1,387 ! 1,506 (20) -14%! (166) -11%! (185) -11% Q-2 Totals $ 362 ! 4,250 ! $ 4,612 $ 317 ! 4,018 ! $ 4,335 $ (45) -12%! (232) -5%! $ (277) -6% Jul Sep 109 ! 1,428 ! 1,537 131 ! 1,376 ! 1,508 22 20%! (52) -4%! (30) -2% Aug Oct 111 ! 1,438 ! 1,549 126 1,345 ! 1,471 15 13%! (93) -6%! (78) -5% Sep Nov 115 ! 1,444 ! 1,559 140 ! 1,473 ! 1,613 25 22%! 29 2%! 54 3% Q-3 Totals $ 335 ! 4,310 ! $ 4,645 $ 397 ; 4,194 ! $ 4,591 $ 62 19%! (116) -3%! $ (54) -1% Oct Dec 143 ! 1,263 ! 1,406- - i - - - i - Nov Jan 126 1,368 1,494 - - - - i - Dec Feb 118 ; 1,852 ; 1,970 - - i- - - i - Q-4 Totals $ 386 4,484 $ 4,870 $ - i - i $ - $ - -i - -i $ - - Totals $ 1,385 i 16,878 i $ 18,262 $ 1,040 12,148 i $ 13,188 $ 42 i (246) i $ (204) Third quarter sales tax collections decreased by approximately $54K, or (1%) when compared with the same period in 2016. There was an increase in construction sales tax of $62K over the same quarter last year, or up by 19%. Sales tax from other industries decreased by $116K, or down by 3%. 11 INFORMATIONAL MEMO Page 2 Budget to Actual - Sales Tax in $1,000's Schedule I - Sales Tax Actual revenue from sales tax collections received through third quarter is less than anticipated by $1 million, or a 7% variance from budgeted estimates. Third quarter actual sales tax revenue from all the various industries in the categories of Manufacturing, Wholesale Trade, Retail Trade, Services and Miscellaneous have experienced a decrease, collectively, in sales tax collections by approximately $248K due primarily to reductions in reported gross sales activity. W:1FIN Projects\Sales Tax Information120171Info Memo Sales Tax -2017-Q3 2017MEMO (Dec 2017).docx 12 2016 2017 Variance [Actual Over (Under) -- Allocated Original Month -- Actual Budget Actual Budget] Collect- ed Recd Amt % Jan Mar $ 1,289 $ 1,366 $ 1,272 (94) -7% Feb Apr 1,328 $ 1,407 1,206 (201) -14% Mar May 1,518 $ 1,609 1,784 175 11% 0-1 Totals $ 4,135 $ 4,382 $ 4,262 $ (120) -3% Apr Jun 1,440 $ 1,526 1,408 (119) -8% May Jul 1,480 $ 1,568 1,421 (147) -9% Jun Aug 1,692 $ 1,793 1,506 (286) -16% Q-2 Totals $ 4,612 $ 4,887 $ 4,335 $ (552) -11% Jul Sep 1,537 $ 1,629 1,508 (121) -7% Aug Oct 1,549 $ 1,642 1,471 (171) -10% Sep Nov 1,559 $ 1,652 1,613 (39) -2% 43 Totals $ 4,645 $ 4,923 $ 4,591 $ (331) -7% Oct Dec 1,406 $ 1,490 - - - Nov Jan 1,494 $ 1,583 - - - Dec Feb 1,970 $ 2,089 - - - Q-4 Totals $ 4,870 $ 5,162 $ - $ - - Totals $ 18,262 $ 19,352 $ 13,188 $ (1,003) Actual revenue from sales tax collections received through third quarter is less than anticipated by $1 million, or a 7% variance from budgeted estimates. Third quarter actual sales tax revenue from all the various industries in the categories of Manufacturing, Wholesale Trade, Retail Trade, Services and Miscellaneous have experienced a decrease, collectively, in sales tax collections by approximately $248K due primarily to reductions in reported gross sales activity. W:1FIN Projects\Sales Tax Information120171Info Memo Sales Tax -2017-Q3 2017MEMO (Dec 2017).docx 12 INFORMATIONAL MEMO Page 3 Below is a graph of sales tax collections by type of industry showing annual change in revenue receipts from 2016 to 2017. $150,000 $100,000 $50,000 $(50,000) $(100,000) $(150,000) $(200,000) Construction $42.193 Change YTD by Category* Trans portation/Warehousing $668 ■ Manufacturing $(56,791) I Wholesale Trade $(146,155) Automotive $56,928 ■ Retail Trade $(105,988) Services $(105,501) Miscellaneous $109,949 Total Construction increased by $42K, or up by 4% through third quarter. Construction of Buildings had an increase in sales tax activity of $42K, or up by 7.5%. Likewise, the area of Heavy & Civil Construction also experienced an increase in sales tax activity of $24K, or up by 41%, while the area of Specialty Trade Contractors had a decrease in sales tax activity of $24K, or down by 6%. The decrease of $57K, or (29%) in the Manufacturing category is mostly attributable to a reduction in sales tax activity for the Transportation Equipment Manufacturing area of $68K, or down by 77%. The continued overall decline of $146K, or a fall of nearly 15% in the Wholesale Trade category is due to a reduction in sales activity in the area of Wholesale Durable Goods of $143K which is down by 16% while the Automotive industry experienced an increase of $57K, or is up by 10% due to increased sales tax activity mainly in the area of Motor Vehicle & Parts Dealers. Total Retail Trade decreased by $106K, or fell by nearly 2% due primarily to a decline in sales tax activity for Electronics & Appliances of $93K, or down by 11%. While the area of Nonstore Retailers experienced an increase in sales tax activity of $77K, or up by 72%. The areas of Sporting Goods/Hobby/Books and General Mdse Stores are down by $50K and $58K, or have fallen by 12% and 4%, respectively. The Services category which shows a decrease of $105K, or down by 2.5% is mostly attributable to a collective decline in sales tax activity in the areas of Information, Finance & Insurance, Real Estate/Rental/Leasing and Health Care Social Assistance by $275K, or a decrease of 18%. However, the areas of Professional/Scientific/Technology, Administrative Support, Arts & Entertainment, Accommodation & Food Svcs, Public Administration, and Other Svcs are showing collective increases of $169K, or up by 6%. The miscellaneous category remains favorable through third quarter due primarily to the annual use tax filings in the Nonclassifiable Establishments related to artwork from earlier in the year. W:1FIN Projects\Sales Tax Information120171Info Memo Sales Tax -2017-Q3 2017MEMO (Dec 2017).docx 13 INFORMATIONAL MEMO Page 4 Schedule II shows current year-to-date sales tax collected from the top ten industry classifications. Food Services/Drinking Places in the NAICS 722 category has the highest year over year increase at $81 K due to growth in overall gross sales over the same quarter previous year. This is followed by an increase of $55K in the category of Motor Vehicle & Parts Dealer, Construction of Buildings with an increase of $42K, and then Building Material & Garden by $40K during the current quarter due to overall increases in reported sales tax activity. Schedule II YTD YTD Dollar Group Name Current Prior Diff. Diff. 452 General Merchandise Stores $ 1,521,737 $ 1,579,747 $ (58,010) -3.67% 448 Clothing and Accessories $ 1,445,559 $ 1,460,601 $ (15,042) -1.03% 722 Food Services, Drinking Places $ 1,388,565 $ 1,307,450 $ 81,115 6.20% 443 Electronics and Appliances $ 754,936 $ 847,619 $ (92,683) -10.93% 423 Wholesale Trade, Durable Goods $ 729,926 $ 873,039 $ (143,113) -16.39% 236 Construction of Buildings $ 606,447 $ 564,015 $ 42,433 7.52% 444 Building Material and Garden $ 602,949 $ 562,956 $ 39,993 7.10% 441 Motor Vehicle and Parts Dealer $ 534,900 $ 479,810 $ 55,091 11.48% 721 Accommodation $ 517,003 $ 520,183 $ (3,180) -0.61% 453 Miscellaneous Store Retailers $ 515,893 $ 509,872 $ 6,021 1.18% Schedule III shows the ten largest declines in sales tax revenue by dollar difference for industries collected year-to-date. While the NAICS category 621 for Ambulatory Health Care Service experienced a current quarter decrease in sales tax collections of $164K, the NAICS category 336 for Transportation Equipment Manufacturing experienced a 77% decrease in sales tax activity over the previous year. Schedule Ill YTD YTD Dollar Group Name Current Prior Diff. Diff. 621 Ambulatory Health Care Service $ 64,870 $ 229,327 $ (164,457) -71.71% 423 Wholesale Trade, Durable Goods $ 729,926 $ 873,039 $ (143,113) -16.39% 443 Electronics and Appliances $ 754,936 $ 847,619 $ (92,683) -10.93% 336 Transportation Equipment Man $ 19,543 $ 87,430 $ (67,888) -77.65% 452 General Merchandise Stores $ 1,521,737 $ 1,579,747 $ (58,010) -3.67% 451 Sporting Goods, Hobby, Books $ 356,909 $ 407,224 $ (50,315) -12.36% 518 Internet Service Providers $ 23,963 $ 64,111 $ (40,148) -62.62% 517 Telecommunications $ 454,923 $ 484,952 $ (30,030) -6.19% 238 Specialty Trade Contractors $ 351,617 $ 375,619 $ (24,002) -6.39% 442 Furniture and Home Furnishings $ 324,405 $ 347,577 $ (23,172) -6.67% W:1FIN Projects\Sales Tax Information120171Info Memo Sales Tax -2017-Q3 2017MEMO (Dec 2017).docx 14 INFORMATIONAL MEMO Page 5 The following charts show sales tax receipts the City collected from major industries from 2010 through third quarter of the current year. These categories include retail, services, wholesale, construction, and other consisting of manufacturing, transportation & warehousing, automotive, and miscellaneous. $2,600,000 $2,500,000 $2,400,000 $2,300,000 $2,200,000 $2,100,000 $2,000,000 $1,900,000 $1,800,000 $1,700,000 $1,600,000 $1,500,000 Retail 01 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $- Q2 Wholesale Q3 Q4 • 2010 • 2011 • 2012 • 2013 • 2014 • 2015 • 2016 • 2017 01 Q2 Q3 Q4 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 S . 010 • 2011 • 2012 • 2013 • 2016 • 2015 .2016 . 2012 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $- Services Q1 02 Q3 Q4 • 2010 • 2011 . 2012 . 2013 • 2014 • 2015 •2016 $450,000 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $- Construction 01 Q2 Q3 Q4 ▪ 2010 . 2011 • 2012 . 2013 • 2010 • 2015 .3016 . 2017 Other -Mfg. Trnsp/Wrhsng, Automotive, & Misc. 01 Q2 Q3 Q4 . 2010 . 2011 • 2012 . 2013 • 2016 • 2015 . 2016 • 2017 W:1FIN Projects\Sales Tax Information120171Info Memo Sales Tax -2017-Q3 2017MEMO (Dec 2017).docx 15 INFORMATIONAL MEMO Page 6 Below is Schedule IV which shows quarterly gambling tax earned in 2017 compared to 2016. Schedule IV - Gambling Tax (a) (d) 2017 Quarter 2016 2017 Allocated Earned Actual Actual Budget INCREASE (DECREASE) YEAR OVER YEAR BUDGET VARIANCE Amount % Amount Q1 $ 950,379 $ 977,003 $ 989,745 Q2 867,047 983,322 902,961 Q3 927,316 951,991 965,727 Q4 934,269 - 972,968 $ 26,624 3% $ (12,742) -1% 116,276 13% 80,361 9% 24,675 3% (13,735) -1% Totals $ 3,679,011 $ 2,912,316 $ 3,831,400 $ 167,574 - $ 53,884 Gambling tax revenue for third quarter 2017 came in above the previous year by $25K, or up by 3%. As a result, overall year-to-date gambling tax revenue is up by a total of $168K, or has increased nearly 7% when compared with 2016 and has exceeded year-to-date allocated budget by nearly $54K, or up by approximately 2%. Casinos within the City continue to do well. Schedule V shows monthly admissions tax receipts for the prior year and current year to date. Schedule V - Admissions Tax (b) (d) 2017 Quarter 2016 2017 Allocated Earned Actual Actual Budget INCREASE (DECREASE) YEAR OVER YEAR BUDGET VARIANCE Amount % Amount Q1 $ 161,269 $ 166,003 $ 178,187 Q2 156,588 157,574 173,014 Q3 157,862 117,422 174,422 Q4 157,821 - 174,377 Totals $ 633,540 $ 440,999 $ 700,000 $ 4,734 986 (40,440) 3% $ (12,183) 1% (15,441) -26% (57,000) -7% -9% -33% $ (34,720) - $ (84,624) - Third quarter 2017 admissions tax revenue received was $40K, or 26% less than previous year same quarter actual due to a taxpayer reporting less gross sales activity during the months of August and September than anticipated. As a result, total year-to-date revenue is down by nearly $35K, or approximately 7% lower than 2016. Schedule VI shows monthly telecommunications utility tax receipts for 2017 compared to 2016. Schedule VI - Telecommunications Utility Tax (°) (d) 2017 Quarter 2016 2017 Allocated Earned Actual Actual Budget INCREASE (DECREASE) YEAR OVER YEAR BUDGET VARIANCE Amount % Amount Q1 $ 348,156 $ 323,708 $ 339,620 Q2 321,852 312,456 313,961 Q3 317,156 388,433 309,380 Q4 343,515 335,093 Totals $ 1,330,679 $1,024,597 $1,298,053 $ (24,448) -7% $ (15,912) -5% (9,397) -3% (1,505) 0% 71,278 22% 79,053 26% $ 37,433 - $ 61,636 - Current third quarter 2017 telecommunications utility tax received was $71K, or 22% more than previous year same quarter actual. This is due to a taxpayer who filed returns from prior years of $80K on behalf of their merger company. As a result, total year-to-date revenue is up by $37K, or has increased by 4%. (a) (b) (c) (d) Gambling tax currently includes card games, punch boards, pull tabs, and amusement games. Excludes golf course admissions tax. Telecommunications Utility tax currently includes cellular, pager and telephone usage. Actuals reflected in Schedules IV, V and VI are amounts earned for the quarter. W:1FIN Projects\Sales Tax Information1201711nfo Memo Sales Tax -2017-Q3 2017MEMO (Dec 2017).docx 16 INFORMATIONAL MEMO Page 7 See attached Sales Tax Summary Main Chart — 3rd Qtr 2017 W:1FIN Projects\Sales Tax Information120171Info Memo Sales Tax -2017-Q3 2017MEMO (Dec 2017).docx 17 18 IJI\ICS 136 L31r 138 SALES MX S UMMAR Y 3rd Quarter 2017 ((Received in Ilibrch 20117- MD vem be r 20117) i CI )NSTRUCTII)N Construction of Buil flings Heavy & Civil C mstiucti x77 Specially Trade D infractors TDTAL CDNSTRUC 11DN $ 1,382,222 $ (Overall CoI rsW Kion Change Irvin Pre ✓ions Year 16 TIDTAL 1'61,187 81,411 539,6114 M 1NUFACTURING 16 TDTAL 16 YTD 564, D15 57,807 375,519 1197,541 16 YTD Ill Food ldanIHelite inp 11111 Bwere le&TbbeccoPloducs 1113 Telltile Mills 111 I Telitile Prbduct Nills 1115 Apparel Menhfaalleing 1113 L saltier & Allibd Prbducts 1121 Wood Prlbdu It INanlifalttu in 1122 Paper Manlifactuling B23 Prinlini&RelatbdSuppolt 1124 Petr deem 6 Coal Prbducte 1125 Chemilzl Manuf rclurinl B23 Plaslc&RubPer Prodects 1127 Nonmetallic Mineral Prbdects 1131 Primary IN stallNanufecturinB 11311 Fbbricatbd Metal Mfg Prbducts 333 Machinery Manlifalftuiin3 334 Coml niter & Elinor mic Prbdultts 135 Elechic Eluipineat, Appliances 136 Trans eortali on Equip'nent Mfg 1137 Fumitu a & Relat id Pr dr As 139 Miscelllin uous Manitfactuiing TOTAL MANUFACTURING 1,4110 5,217 222 11,406 1,0114 54 11,251' 217,213 28,709 11 -112 3,454 3,616 11,008 1 8,9711 18,555 6,430 11,588 115,1)2 5,601 16,760 $ 168,737 6,173 2,720 169 8,1 14 B10 28 2,370 110,110 110,390 15 -2,1162 5,5138 1,761 1,7119 1,616 11,3116 11,711 1,161 BI',430 1,3E4 11,417 $ 186,872 Overall) Nanufactu fug (Change from Previous Y oar II tANSPORTA LION & WAREHOU BING 16TDTAL 1181 1189 183 484 185 1187 488 191 492 493 Air Trrnspoltali on Rail Trans wrtation Wat or T rens rorteh m Truck Flans Do talon Transit and Ground P nssengers Sceiiic and Sigh Isom l Tran Trans Dortali Dn Sup ort Postal Services 14 2611 2,67D 654 2,058 48,851 811 Claviers & Messengers 2,169 Warel nonan ng & Storage 1,161 TOTAL TRANSP & WHSINI3 6 58,677 6 Overall Trans oortation Orange from Previous Year WHI )LES ALE TRADE 16 TO FAL 123 Whig Trade -D arable Ghods 1,132,680 124 Whle Trade -N mdura rle 13bods 157,265 125 Wholesale Electronic Meritets 2,11138 C) WHOLE BALE TRADE TOTAL 6 1,292,153 6 Overall Wh alesale Chan 1e from Previous Year 16 YTD 0 16 236 1,648 1117 2.0112 B6,117 5116 2,048 342 113,811 16 YTD 871,0139 121,414 1,868 996,7321 IF YTD 506,441' 81,669 1151,617 6 1,039,734 $42193 I II YTD 6,691 8,876 366 1D,154 686 53 ?,71)9 18,257 20,872 11 1,873 3,157 3,446 121[1 5.931 3,544 7,877 ?,960 19,543 7:549 12,107 $ 140,081 rte) 17 YTD 11 97 61 1,380 151 57 39,305 673 1,416 1,332 $ 44,479 5668 17 ETD 729,1126 118,357 1,883 $ 850,166 1'114&1165) YTD % Diff 7.54 11.D% -6.4% 4.2% YTD V0Diff 114.5% 1126.11% 116.6% ?4.516 -15.4% 135.1?14 130.D% -1 6.6% 2.4% 116.14 -1811.8 4 -43.9% D5.7 -29.9% -31.5% -64.2% 1122% 88.11% -77.6% DI'.4% -9.11% •2L8% YTD 4 Diff D.0% 174.8% -74.6% -16.6% -38.9% -971% B.6 4 21.54 -61.11% 68.3% 1.511; YTD % Diff -16.1% -2.5% D.8°% NAICS AUTIDMI)TIVE 441 M Dtor V ehicl a & Parts Dealer 441' GiislilineSte6Dns II TOTAL 654,1115 38,889 TOTAL AUTDMOfIVE $ 712,614 $ Overall 11 itomotive Change from Pre vious rear NAICS 442 443 444 441 446 448 451 452 453 454 RETML TRADE Fir nilure & Home Furnishings Electr encs I Appliances Building Material & Garden Food & B Dvera 311 Stores Health 16 Pe sone) Care Clol hung & A :cessoites Spoiling Goods, Hobby, Books General Nerch mdis a Stores 16 TOTAL 476,117 1,151,336 734,0119 236,576 305,652 11,0811,1118 57 11,719 2,2013,158 16 YTD I Ir YTD 471,610 534,900 61',083 68,920 546,892 $ 603,820 156,928 10.416 YTD % Diff 11.5% 2.I'% 16 YTD 17 YTD 347,5 7 321,405 347,519 734,936 562,666 602,949 161,115 187,119 22 1, 818 21 [,365 1,460, 371 1,445,559 401',1124 356,909 1,57D,7 17 1,521,737 516,893 134,336 5,176,210 0105,988) Miscellaneous Stere Retailers 727,5138 501,81'2 Nonstore Retailers 155,093 1 DI',418 TDTAL RETAIL TRADE $ 8,682,825 $ 6 212,1118 $ Overall General Retail Change from 'revious Year SERVICES I6TDTAL 16 YTD 17 YTD % Diff 16.7% -10.111'° 7.1% 10.6% -11.5 14 -1.04 -12.414 -11.7% 1.1!% 71.6% 51X Intonnetiun SPX Finance & Insurance 63X Real Estate, Rental, Leasing 541 Professional, Scienlihc, Tech 551 Company Nanugemeut 56X Admin, Supp, Reinbd Svcs 611 Eduaalional Services 612X Health Care Social Assist ince 71X Arts & Ent [Mail nnent 7 ?X Accominodalion & Food S res 81X Other Services 92X Public Administration TOTAL SERVICES 858,379 11 7,5139 657,650 586,373 5 155,612 11,310 32 5,504 2115,0135 2,401,994 21 1,562 68,616 It 5,642,550 641,3112 1)2,066 483,317 399,588 5 1)4,7115 7,432 251,1382 191,7116 1,821',6113 163,51'0 50,6130 $ 4,221,865 $ Overall Services Cha rge Ira n Previous Year MISCIEI..ANIEOUS I6TOT AL IIYTD 580,066 76,7[11 454,851 4111,456 0 121,094 1,617 92,1427 201,276 1,905,568 197,986 68,223 4,116,365 (SI 15,501) If YTD YTD % Diff -11.6 -114.94 -6.9'% 3.2% 0.11% 15.696 15.9% 1611.414 5.6% 4.11% 21.0% 34.1% 000 111-115 211.221 1911 U known Agriculture, Forest! y, Fishing Nininl & Ullilies Siiclassilittle Establish ne its MISCELLANEOUS TOTAL 0 514 1113 191,8111 6 192,466 6 Overall Miscellal reoue IChauge Iran Previous Year 16 TOTAL 0 257 62 171,4139 171,623 $ 16 YTD 0 382 351 2133,839 284 572 $1119,949 •2.58 VTI) % Diff 0.11% 48.6% -661.B 4 62.1'% 63.0% YTD 17 YTD K Diff G RAND TOTALS $18,262,544 $13,393,123 $13,188,426 G rend Told ;hinge from Previous rear 11897) • 1.53% -110.7% I kw tri Troia/ Change from Previous Year - Without New Con etruction l'1246,83111 -1.99% 20 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: City Council FROM: TIS Department BY: Joseph Todd Technology and Innovation Services Director CC: Mayor Ekberg DATE: 12/11/2017 SUBJECT: Technology and Innovation Services Quarterly Report, Q3 2017 ISSUE During the 2017/2018 biennial budget process, Technology and Innovation Services (TIS) committed to City Council to provide a quarterly report on the status of the City's new investments in technology. DISCUSSION In 2016, Technology and Innovation Services, along with departmental stakeholders, developed a technology strategy that required new investments from the City General Fund. These investments are funding 5 key technology initiatives that are critical to the implementation of the City's technology strategy. As a refresher, here are the 5 key initiatives: 1. Transition to the cloud (transition on premises applications and infrastructure to the to the cloud) 2. Connected city and network infrastructure changes (invest in robust security measures, increased bandwidth, city and facility wide Wi-Fi, and scalable infrastructure) 3. Contract Helpdesk Support, Training, IT Service Management, and FTE Increases (hire tier 1 and 2 contract help desk support, deliver onsite and webinar based training, transition city to IT service management model, increase staff through internal transfers) 4. GIS services expansion and integrated data services (expand GIS services to cover city wide addressing, asset management, and back in integration with city wide records management systems) 5. End user computing refresh (update end user computers with new leased computing model) As part of City Council's approval of the new technology investments, TIS was asked to provide a quarterly report outlining the status of the 5 key initiatives in both progress and budget expenditure. 21 INFORMATIONAL MEMO Page 2 FINANCIAL IMPACT Initiatives Budget Initiative 2015 2016 2017 2018 2017/2018 Total Transition to the cloud X X $ 77,000.00 $ 77,000.00 $ 154,000.00 Connected city and network infrastructure changes $34,417.00 $10,000.00 $ 43,000.00 X $ 43,000.00 Help Desk Support, Training, IT Service Management X $73,000.00 $124,000.00 $124,000.00 r $ 248,000.00 GIS services expansion and integrated data services X X $ 90,000.00 $ 90,000.00 $ 180,000.00 End user computing refresh $ 29,657.00 $18,596.00 $123,000.00 $123,000.00 r$ 246,000.00 FTE Transfers FTE 2015 2016 2017 2018 Police Tech Admin transfer 1 1 GIS Cordinator transfer 1 1 Deputy Public Works Director transfer 1 1 6 6 9 9 IT Staff Total ATTACHMENTS Quarterly report 22 Z:\Council Agenda Items\Technology Services1120517_Finance_forl211171Infomemo_technology report_3Q_2017.doc Projects KPI (Key Performance Indicators) Transition to the cloud Connected City and Network Infrastructure Changes Help Desk Support, Training, ITSM, Increase FTE GIS and Integrated Data Services Computing Refresh Schedule90%G" Q1—Q42017 60% 70% 95% Budget $166,000 $130,000 $77,000 . Other IT Budget Actual $43,000 $35,000 IT Budget Actual $133,249 $113,000 IT Budget Actual $301,000 $132,000 $90,000 ■ Other IT Budget Actual $150,000 $140,000 IT Budget Actual Resources • 11 = 1.70 IT • 1111=1.50 IT • 11= 2.00 IT • 11= 2.0011=1.80 IT • IT Achievements ✓ Implement I -map in Esri online services ✓ Working with MS on POC for moving to cloud database services ✓ Perfect Mind Go -Live (Aug 1) ✓ Tukwila I -map go live (Apr. 30) ✓ Signed contract with Zayo for express route (Sept) ✓ Phase I transition SharePoint completed ✓ Azure Cloud Environment Provisioned ✓ Made new investment in threat protection and data loss protection ✓ Deployed Wi-Fi infrastructure to all fire and maintenance cityfacilities ✓ Started Process of delivering Wi-Fi infrastructure for communityconnection to the Internet ✓ Implemented full network monitoring ✓ Implemented Vitalyst Help Desk Service ✓ Implemented Self-service training hub ✓ Implemented Service Desk Hub ✓ p Hired Police Technology Support ✓ Transition GIS Coordinator IT ✓ Made Key Investments in GIS software City Engine and ESRi Analytics ✓ g y Implemented ESRi Online Services ✓ Deployed Tukwila I -Map✓ ✓ Transition GIS Coordinator to IT ✓ Negotiated laptop Lease and Service contract with Dell ✓ Council Approved Leased ✓ PP Signed PO and contract by Mayor Dell started ManufacturingProcess ✓90% Device refresh complete Ney Milestones Upgrade Network Backbone Speed Upgrade Network Backbone Speed Client Based VPN Testing Wi-Fi connect City Zone 1 Wi-Fi connected City Zone 2 Hired Integration Manager Building out additional layers for online self-service GIS ADA project with PW Re-classify DBA to Project Analyst Re -purpose newer computer systems for Point of Sale refresh Complete device refresh Legend: Project Status : 0 On Schedule 11 WorkII Complete FTE Off Plan Stopped Percent Complete Schedule: Milestone : Overall Status v Transition to the Cloud Tecnnology and Innovation Services City of Tukwila Status Date: 04/18/2017 Manager: Joseph Todd Project Manager: Tami Eberle, Roman Linsao, Bao Trinh Project Description: Implement new parks and recreation cloud based business management system. Deploy Office 365 work City Benefit: Transition to cloud applications to create more reliable scalable systems and implement out of region disaster loads: SharePoint, One Drive, Single Sign On, Two Factor Authentication, GIS Online, Online Services for DCD and Public Works recovery plan. 2017 Schedule Office 365 Milestone 1 Phase 1 Perfect Mind Outlook Kickoff January Office 365 Phase 2 One Drive February March April End user Training Milestone 4 Perfect Mind May Office 365 Phase 3 Shar int June Azure Cloud environment provisioned July Signed contract with Zayo for express route August ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ September Contract Signed Perfect Mind Discovery Phase Milestone 2 Perfect Mind Purchase GIS Analysis Tools (City Engine and ESRi Analytics ) Software Configuration Admin training Milestone 3 Perfect Mind 0 User Acceptance Milestone 5 Perfect Mind Go Milestone 6 (Aug 1, 2017) Perfect Mind HR Performance Management Project & implementation Lanteria (started) Overall Status: • Perfect Mind implementation completed • Office 365 Phase 1 and 2 complete. Phase 3 currently underway with training and planning for SharePoint transition • RFP process for cloud timekeeping/staff scheduling software • HR Performance management software implementation in process • Express route and Internet lines waiting for Zayo to provision Risks & Mitigation Plan Organization/Program level: Project level: Issues: Actions: U Technical Plan Issues: No Issues on plan Actions: Accomplishments: • Perfect mind project site created, kick-off, discovery, training, implementation • Had high level discussion with Zayo on our transition from VMWare to Azure cloud. • Locked in price for 1Gbps Express Route to Microsoft datacenter as well as increasing our Internet bandwidth • Working with En Pointe and Microsoft on Cloud PBX pricing • Phase 1 of users clearing out network shares has been completed. Budget $100,000 P & R $77,000 IT $16,000 DCD $50,000 Fire Issues: No issues Actions: Schedule Issues: Actions: Legend: Project Status :El o" Schedule Off Plan Work ■ Stopped Complete Current Date : • Milestone : Overall Status v Connected City and Network Infrastructure Changes Technology and Innovation Services City of Tukwila Status Date: 04/18/2017 Manager: Joseph Todd Project Manager: Bao Trinh Project Description: Implement Network 2.0 extending access to TUK-Public, refresh network infrastructure, provide access points, increase network speed, provide end user virtual private network solution, add additional layer of network security, Provide free public access to internet with City excess bandwidth. 2017 Schedule Password Reset Portal New Web Proxy Testing Phase Increase Internet Bandwidth Web Based VPN Testing Phase Wi-Fi Phase 1 Installation Of Equipment at FD February Wi-Fi Phase 1 Equipment Configuration March Installation Of New Firewall Services (Proxy, Antivirus) Upgrade Ntwork Backbone Speed Phase 1: Information Gathering April Client Based VPN Testing Phase City Benefit : Transform our network infrastructure to be scalable, reliable, and better positioned for catastrophic events. May Replaced Firewall for public safety (PD, FD) with added features of Proxy, Antivirus, and Botnet detection June Completed Deployment of Duo 2FA for VPN access in TIS July Updated VMWare infrastructure to version 6.5 August Received Quotes • to replace Cisco • 4507 chasis and • add 10Mbps • capability • September Internet Speed Started • Upgrade, Express Deployment of • Route Connection Duo 2FA for VPN. to Microsoft. access in PD • Information through gathering with Netmotion Zayo Overall Status: • Started Wi-Fi access extension throughout city owned buildings. Phase 1 is in progress. • Testing Network Security investments • Web and client based VPN configuration and testing phases. Risks & Mitigation Plan Organization/Program level: 0 Project level: Issues: Proactive Detection of Internet related security risks. Actions: Wij&e implementing additional firewall based security mores which include virus checking, malware sandboxing, and intrusion detection. Technical Plan Issues: No Issues on plan Actions: Accomplishments: • Completed self help password reset portal • Internet bandwidth increased by a factor of 10. • Increased Network Security Capabilities • Deployed Wi-Fi to all fire facilities Budget: 43,000 IT Issues: No issues Actions: Schedule Issues: No current issues Actions: Legend: Project Status : On Schedule Off Plan Work Stopped ■ Complete Current Date : • Milestone : Overall Status IT Help Desk Support, Training, IT Service Management Technology and Innovation Services City of Tukwila Status Date: 4/18/2017 Manager: Joseph Todd Project Description: Provide a better framework for consuming IT services. This includes ITSM, IT Service Management, Help Desk Portal, Customer Portal and persona driven IT service, Vitalyst Help Desk Services, Improved access to data Project Manager: Mike Marcum City Benefit : City employees can receive end user training, immediate support, and tracking of software and services so they can focus on citizens not on broken computing 2017 Schedule Indigo Slate: Creation of Customer Portal 0 0 Phase 4 Fresh Services ongoing evaluation 0 Expansion of Fresh Services Service Catalog O • ■ ■ ■ ■ • ■ January February Phase 3 Fresh services ongoing evaluation March April May June July August September 0 Phase 1 Vitalyst Go -Live 0 Phase 2 Vitalyst: Ongoing evaluation of services to refine end-user experience Overall Status: • Overall all plan is on schedule • Ongoing expansion of the Service Catalog Risks & Mitigation Plan Organization/Program level: Project level: Issues: No Risks to report Actions: Fresh Services Phase 1: Setup of new Helpdesk Technical Plan: Issues: No Issues on plan Actions: O 0 Fresh Services Phase 2 Vitalyst: Phase 2: Ongoing evaluation Go -Live of services to refine end-user experience 0 0 Fresh Services Phase 3: Persona Based Service Catalog Phase 3 Vitalyst: Ongoing evaluation of services to refine end-user experience Accomplishments: • Went live with live with fresh services and TIS customer portal • Vitalyst Implementation is complete • Fresh Services Implementation is complete • Refined Vitalyst workflows, increasing efficiency while decreasing end-user time impacts Budget: $133,000 IT Issues: No issues Actions: Schedule: Phase 3 Vitalyst: Ongoing evaluation of services to refine end-user experience continued.... Issues: No Issues on schedule Actions: • ■ ■ ■ Legend: Project Status :El o" Schedule Complete Current Date : • Milestone : Overall Status v GIS Integrated Data and Services Technology and Innovation Services City of Tukwila Status Date: 4/18/2017 Manager: Joseph Todd Project Manager: Tami Eberle and Roman Linsao Project Description: All departments pulling integrated mapping, assets, streets, parcel, and addressing data from single location. 2017 Schedule Update GIS as single source of Addressing 1�5 Purchased GIS Analysis Tools (City Engine and ESRi Analytics ) • City Benefit : Expanded GIS data services provides one integrated source for all department business and emergency systems to be synced with one source of city detailed latitude and longitude data. This increases accuracy of emergency response information, crime data transparency ,city topography transparency, economic development detail maps for city marketing and central source for all city addressing and mapping needs. Updated VR experience with ESRi city Engine • Updating Streets Data to for Police and Fire • • • Addressing Project • Tukwila I -map Expand Esri Project Online services • GIS Based Asset Tracking RFP 5/10 Self -Service Addressing 6/2 RFP process, Asset management • January February March April May June July Initiate ESRI ELA discussion to expand online GIS services utilizing enterprise licensing August September GIS Based Asset Tracking Application acquisition and development 6/10 - Lucity contract in place Overall Status: • Working with finance, Public Works, DCD, Police and Fire to establish phase 2 process for updating the GIS data warehouse • Lucity Asset Management selected, contract in place, kick-off scheduled Q4 2017 • Building out GIS layers to support self-service, including ADA, Parks Assets, PW Assets Risks & Mitigation Plan Organization/Program level: Project level: Issues: No Risks to report A ns: v Legend: 0 Accomplishments: • Reconciled addressing with a mailing successes right of 99.6% • Self service mailing list generator completed and in use • Corrections to address points completed Technical Plan Issues: No Issues on plan Actions: Project Status : o" Schedule Off Plan Budget: $ 90,000 IT $ 301,000 PW 13 Work ■ Stopped Complete Current Date : ■ Issues: No issues Actions: Schedule: Issues: No issues Actions: Overall Status v Computing Refresh Technology and Innovation Services City of Tukwila Status Date: 02/14/2017 Manager: Joseph Todd Project Description: Refresh aging computers, peripherals, and laptops in all departments 2017 Schedule Dell Device Services Negotiations Dell Lease Contract Approval Project Manager: Mike Marcum City Benefit : New computers have the processing powering needed to run new software packages, Laptops can be used to ensure business continuity during a major disaster event, Vendor imaging, deployment, and easier replacement, Our public works, fire, police, and dcd teams gain mobility allowing them to stay out in the field longer to meet increasing public demand Phase 2 device deployment Phase 3 Device Deployment continued... • ■ ■ ■ • ■ January February March April May June July August September 0 Dell Lease Pricing Negotiations 0 Dell Device Contract Defined Start Initial Device Phase 1 Device Deployment POC Deployment Phase 3 Device Deployment V Phase 3 Device Deployment continued... ■ ■ ■ • • • Overall Status: • Lease has been signed dell is currently manufacturing equipment • Deployments are 90% complete Risks & Mitigation Plan Organization/Program level: 0 Project level: Issues: Current computing is 3 years over computer utilization bench mark Actions: Technical Plan Issues: No Issues on plan Actions: Accomplishments: • Lease has been signed Dell is manufacturing product • Images created • Deployment Schedule established • Systematically rolled out 90% of laptop deployments to all divisions of the city 0 Budget: $150,000 IT Issues: No issues Actions: 0 Schedule Issues: Actions: 0 Legend: Project Status : On Off Schedule Plan Work Stopped Complete Current Date : • Milestone :