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HomeMy WebLinkAboutFIN 2018-07-17 COMPLETE AGENDA PACKETCity of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Peggy McCarthy, Finance Director BY: Laura Crandall, Finance Staff CC: Mayor Ekberg DATE: July 11,2018 SUBJECT: Revisions to Tukwila Municipal Code 3.48— Commercial Parking Tax ISSUE Recommendation for Council to modify Tukwila Municipal Code (TMC) 3.48 to: 1) Increase the Commercial Parking Tax Rate and 2) add a penalty for late payment. BACKGROUND In 1998, the Tukwila City Council adopted Ordinance 1852 which provided for a five percent tax to be levied on gross revenues generated by commercial parking lots in the City. Since the adoption of the Ordinance, the taxation rate has remained unchanged. A public hearing on proposed revisions was held on November 21, 2017 and the draft ordinance has been further revised based upon comments at the hearing. TMC requires that parking taxes be remitted on or before the last day of the month following the month during which the taxes were collected. However, the Municipal Code does not outline a penalty for late payments, and so there is no incentive for payments to be made on time. DISCUSSION The initial proposed revision included a rate change from 5% to 15%, with the new rate effective January 1,2018. That Ordinance has been revised to include a more gradual schedule of increase, shown below. • January 1, 2019 8`3/0 tax • January 1, 2020 11% tax • January 1, 2021 15% tax • This change alleviates most of the concerns heard from the business community. In addition, over 50% of parking taxes in Tukwila were paid late. Implementing a 10% late fee would encourage businesses to submit taxes on time, improving the predictability of cash flow, and bringing the parking tax penalty in line with penalties assessed for other City taxes. FINANCIAL IMPACT The following projected revenues are based on 2017 tax revenues collected at the 5% rate. Projected Annual Commercial Parking Tax Revenue 2017 Actuals January 2019, 8% 2020, 11% 2021, 15% 214,493 $ 343,189 $ 471,885 $ 643,479 1 INFORMATIONAL MEMO Page 2 RECOMMENDATION The City Council is being asked to approve the parking tax ordinance and fee resolution and consider these items at the July 23, 2018 Committee of the Whole meeting and subsequent August 6, 2018 Regular Meeting. ATTACHMENTS Comparison of Cities Levying Commercial Parking Tax Comparison of Tukwila Taxes and Late Fees Draft Ordinance Repealing Ordinance 1852 and re-enacting TMC Chapter 3.48 Resolution Adding Appeal Fee ZnCouncil Agenda itemainance \ 7.17.18 \ Info Memo - Parking Tax 7.11.18.docx 2 3 4 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, REPEALING ORDINANCE NO. 1852; REENACTING TUKWILA MUNICIPAL CODE CHAPTER 3.48, "COMMERCIAL PARKING TAX," RELATING TO THE LOCAL OPTION TRANSPORTATION TAX TO INCREASE THE TAX RATE AND ADOPT A PENALTY FOR LATE PAYMENT; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, pursuant to RCW 82.80.030, the City of Tukwila is authorized to fix and impose a parking tax on all persons engaged in a commercial parking business within its respective jurisdiction; and WHEREAS, in 1998 the Tukwila City Council adopted Ordinance No. 1852, pursuant to RCW 82.80.030, to levy a 5% parking tax on all commercial parking businesses within the City; and WHEREAS, the City Council has determined that a rate increase is warranted as the City has a substantial need to increase tax revenue in order to discharge the expected expenses and obligations of the City, and based on review of neighboring cities' tax rates, and noting that the current tax rate has not been altered since its adoption 20 years ago; and WHEREAS, in addition to a rate increase, the Council desires the adoption of a penalty for late payment, as the timely payment of the tax is difficult to enforce absent a late penalty and nearly 50% of parking taxes in 2016 were remitted to the City after the due date, and it is standard practice for City taxes to include a penalty for late payment in order to provide stability for the City's budgeting purposes; and WHEREAS, the City held a duly noticed public hearing on this tax increase on November 27, 2017; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY ORDAINS AS FOLLOWS: W: Word Processing \Ordinances \Commercial Parking Tax amended-TMC 3.48 7-9-18 SW:bjs Page 1 of 6 5 Section 1. Repealer. Ordinance No. 1852, as codified at Tukwila Municipal Code Chapter 3.48, is hereby repealed in its entirety. Section 2. TMC Chapter 3.48 Reenacted. Tukwila Municipal Code (TMC) Chapter 3.48 is hereby reenacted to read as follows: CHAPTER 3.48 COMMERCIAL PARKING TAX Sections: 3.48.010 Definitions 3.48.020 Exemptions 3.48.030 Local Option Transportation Tax Imposed 3.48.040 Tax in Addition to Other License Fees or Taxes 3.48.050 Exempt Vehicles 3.48.060 Taxes Collected by Business Operators 3.48.070 Late Penalty 3.48.080 Use of Fund 3.48.090 Application Liability and Reporting 3.48.100 Violation/Penalty 3.48.110 Appeal Procedure Section 3. TMC Section 3.48.010 is hereby reenacted to read as follows. 3.48.010 Definitions The following definitions shall apply throughout this chapter: "Commercial parking business" means the ownership, lease, operation or management of a commercial parking lot in which fees are charged for parking. "Commercial parking" means any transaction or arrangement whereby a vehicle is parked and a fee is charged for parking or allowing the vehicle to be parked. Commercial parking shall include instances where a fee is charged specifically for the parking of a vehicle. This shall include any business which uses part or all of its area to park vehicles for a fee where no other service, lodging or business is being provided or conducted in conjunction with the parking of the vehicle. Commercial parking shall also include instances such as when a guest of a hotel, motel or other lodging establishment is allowed to park or leave his/her vehicle before or after his or her lodging or business stay there so that, for a fee, the guest's vehicle is parked at the hotel, motel or other lodging establishment during days when the guest is no longer staying there. W: Word Processing \Ordinances \Commercial Parking Tax amended-TMC 3.48 7-9-18 SW:bjs Page 2 of 6 6 Section 4. TMC Section 3.48.020 is hereby reenacted to read as follows: 3.48.020 Exemptions The following exemptions to the commercial parking tax are allowed: Local employee parking, with parking spaces provided or reserved for use by an employee who works within the City, where the employee parks his or her vehicle in connection with his or her employment, without regard to whether arrangements or payment for the parking is made by the employee or by his or her employer. Apartments and condominiums, where parking is provided in conjunction with arrangements for residential living spaces. Offices, retail establishments, warehouses and industrial buildings, where parking is provided in association with tenant arrangements for the use of such facilities. Section 5. TMC Section 3.48.030 is hereby reenacted to read as follows: 3.48.030 Local Option Transportation Tax Imposed There is hereby levied a special local option transportation tax to be imposed in connection with commercial parking businesses within the City. The tax shall be imposed at the rate of 544 8% of the gross revenues generated by non-exempt commercial parking charges and fees effective January 1, 2019, and then as follows: January 1, 2020: 11% of the gross revenues generated by non-exempt commercial parking charges and fees January 1, 2021 15% of the gross revenues generated by non-exempt commercial parking charges and fees Section 6. TMC Section 3.48.040 is hereby reenacted to read as follows: 3.48.040 Tax in Addition to Other License Fees or Taxes The tax levied under this chapter shall be in addition to any license fee or tax imposed or levied under any law, statute or ordinance whether imposed or levied by the City, State or other governmental entity or political subdivision. Section 7. TMC Section 3.48.050 is hereby reenacted to read as follows: 3.48.050 Exempt Vehicles The tax shall not be levied on vehicles with official State disabled person decals, government vehicles which are exempt from tax, and tax-exempt carpool vehicles. W: Word Processing \OrdinancesCommercial Parking Tax amended-TMC 3.48 7-9-18 SW:bjs Page 3 of 6 7 Section 8. TMC Section 3.48.060 is hereby reenacted to read as follows: 3.48.060 Taxes Collected by Business Operators Taxes imposed herein shall be collected by the operators of the commercial parking businesses, and shall be due and payable to the City in monthly installments. The operators of the commercial parking businesses shall remit to the City the local option transportation taxes collected on or before the last day of the month following the month during which the taxes were collected. The City shall be authorized to review and inspect financial records involving activities of businesses which are taxable by this tax, at least quarterly each year. Section 9. TMC Section 3.48.070 is hereby established to read as follows: 3.48.070 Late Penalty If a Commercial Parking Business subject to this tax fails to pay any tax required by this chapter within 15 days after the due date thereof, there shall be added to such tax a penalty of 10% of the tax per month for each month overdue, which shall be added to the amount of the tax due. Section 10. TMC Section 3.48.080 is hereby reenacted to read as follows: 3.48.070080 Use of Fund All revenues, assessments and other charges generated and collected as local option transportation taxes shall be placed in the City's 104 Bridge and Arterial Street Fund, to be used for transportation purposes within the Transportation Element of the Tukwila Comprehensive Transportation Plan, in accordance with RCW 82.80.070; and to be used for administration of the tax, including those activities of the City in keeping and tracking records, financial reports and other documents, reviewing filings and compiling reports by commercial parking businesses, and other activities involved in collection and enforcement of the tax. Section 11. TMC Section 3.48.090 is hereby reenacted to read as follows: 3.48.040090 Application-and-Liability and Reporting A. Any commercial parking business shall procure from the City an annual certificate of registration, the fee for which shall initially bc $1.00, and it shall be posted in t- e e. e-e without a fee. with a completed application, and with the name and address of any owners or Icrocco e • All owners and lessees shall have joint liability for the collection and remittance to the City of parking taxes and they shall bc notified of their joint liability for collection and remittance of such tax. W: Word Processing VDrdinancesCommercial Parking Tax amended-TMC 3.48 7-9-18 SW:bjs Page 4 of 6 8 A. All officers, directors and managers of any organization or association operating a Commercial Parking Business, including owners and lessees of a parking facility used for Commercial Parking, shall be iointly and severally liable for the payment of said tax, penalties, and any fine imposed under this chapter GB. The Finance Director shall have the power to adopt rules and regulations not inconsistent with the terms of this chapter for carrying out and enforcing the payment, collection and remittance of the tax herein levied; and a copy of the rules and regulations shall be on file and available for public examination in the City Clerk's officeCity of Tukwila Finance Department. Section 12. TMC Section 3.48.100 is hereby reenacted to read as follows: 3.48.040100 Violation/Penalty It is unlawful for any person, firm or corporation engaged in a Ceommercial pParking bBusiness to fail or refuse to collect and remit parking taxes as required by the provisions of this chapter or to gain for himself or herself some advantage or benefit from the tax, whether direct or indirect. Any such violation shall constitute a misdemeanor and shall be punishable by a fine not to exceed $1,000 and/or by imprisonment not exceeding 90 days. Any such fine shall be in addition to any tax and penalties required. Section 13. TMC Section 3.48.110 is hereby established to read as follows: 3.48.400110 Appeal Procedure Any person aggrieved by the amount calculation of the tax determined to be due to the City pursuant to this chapter may appeal to the Finance Director or his/her designee from such determination by filing a written notice of appeal with the City Clerk within 20 calendar days from the date on which such person was given notice of the tax. The notice of appeal must state the grounds for appeal, including a detailed explanation of why the amount of the tax was incorrect. The Finance Director or designee shall, as coon ac practicable, fix a time and place for the h aring for such appeal. Notice of the hearing e - the date of the hearing review the basis for the appeal, and may request clarification from the appellant. After the review is complete, the Finance Director or designee shall issue an administrative decision that may sustain or modify the amount of tax owed. Notice of the administrative decision shall be sent to the appellant by certified mail within 10 days of issuance. The appellant, if aggrieved by the decision of the Finance Director or designee, may then appeal to the City Hearing Examiner within 20 calendar days of the date of-the administrative decision is mailed to the appellant. The notice of appeal must state the grounds for appeal, including a detailed explanation of why the administrative decision is incorrect. The notice of appeal must be accompanied by an Appeal Fee in accordance with the fee schedule adopted by resolution of the City Council. W: Word Processing \Ordinances \Commercial Parking Tax amended-TMC 3.48 7-9-18 SW:bjs Page 5 of 6 9 Upon timely filing of a notice of appeal, the Finance Director shall schedule a hearing on the appeal before the City's Hearing Examiner. The hearing shall be conducted no later than 30 days from the date of the notice of appeal, unless an extension is agreed to by the appellant or otherwise ordered by the Hearing Examiner for good cause shown. Notice of the hearing and the appeal shall be given to the appellant by certified mail at least five days prior to the date of the hearing. The hearing shall be governed by the City of Tukwila Hearing Examiner's procedural rules. The hearing shall be de novo. The decision of the City's Hearing Examiner or other hearing body shall be based upon a preponderance of the evidence. The burden of proof shall be on the appellant. The Hearing Examiner or other hearing body may affirm, reverse or modify the Finance Director's decision. Within 20 business days, excluding holidays recognized by the City of Tukwila, from the date of the hearing on an appeal under this section, the Hearing Examiner shall issue a written decision which shall set forth the reasons therefor. Section 14. 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 15. 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 16. 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 , 2018. ATTEST/AUTHENTICATED: Christy O'Flaherty, MMC, City Clerk APPROVED AS TO FORM BY: Allan Ekberg, Mayor Filed with the City Clerk: Passed by the City Council: Published: Effective Date: Ordinance Number: Rachel B. Turpin, City Attorney W: Word Processing \Ordinances1Commercial Parking Tax amended-TMC 3.48 7-9-18 SW:bjs Page 6 of 6 10 RAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, ADOPTING A FEE SCHEDULE FOR TUKWILA MUNICIPAL CODE CHAPTER 3.48, "COMMERCIAL PARKING TAX." WHEREAS, the City Council intends to remove specific amounts for fees and charges from the Tukwila Municipal Code in favor of a City-wide fee resolution; and WHEREAS, the updated commercial parking tax ordinance references an appeal process, including an appeal fee, which will be included as part of the City-wide fee resolution; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY RESOLVES AS FOLLOWS: Fee Schedule. The following fee shall be charged to appellants by the City of Tukwila Finance Department to appeal a commercial parking tax decision: Type of appeal Fee Hearing Examiner Appeal Fee TMC 3.48.110 $250.00 PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at a Regular Meeting thereof this day of , 2018. ATTEST/AUTHENTICATED: Christy O'Flaherty, MMC, City Clerk Verna Seal, Council President APPROVED AS TO FORM BY: Filed with the City Clerk: Passed by the City Council: Resolution Number: Rachel B. Turpin, City Attorney W:\Word Processing \Resolutions \Commercial parking tax appeal fee schedule 7-9-18 SWNC:bjs Page 1 of 1 11 12 1 3 1 4 1 5 1 6 1 7 1 8 1 9 2 0 2 1 2 2 2 3 2 4 2 5 2 6 2 7 2 8 2 9 3 0 3 1 3 2 3 3 3 4 3 5 3 6 3 7 3 8 3 9 4 0 4 1 4 2 4 3 4 4 4 5 4 6 4 7 4 8 4 9 5 0 5 1 5 2 5 3 5 4 5 5 5 6 5 7 5 8 5 9 6 0 6 1 6 2 6 3 6 4 6 5 6 6 6 7 6 8 6 9 7 0 7 1 7 2 7 3 7 4 7 5 7 6 7 7 7 8 7 9 8 0 8 1 8 2 8 3 8 4 8 5 8 6 8 7 8 8 8 9 9 0 9 1 9 2 9 3 9 4 9 5 9 6 9 7 9 8 9 9 1 0 0 1 0 1 1 0 2 1 0 3 1 0 4 1 0 5 1 0 6 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Peggy McCarthy, Finance Director CC: Mayor Ekberg DATE: July 11, 2018 SUBJECT Business & Occupation (B&O) Tax Next Steps ISSUE During its review of the Public Safety Plan financing, the Committee requested additional information on B&O taxes, ultimately deciding to re-evaluate with regard to the General Fund. This is a follow up to the April 17, 2018 briefing where the Committee requested additional information about scaling the tax to be higher for larger commercial businesses and the personnel cost for various thresholds. BACKGROUND Sales tax revenue has not grown in the past two years at the rate anticipated or budgeted. Additionally, the State's sales tax mitigation payments of approximately $1.1 million annually will cease in 2019 based on a decision by the state legislature. These two revenue shortfalls have the potential to create a more than $2 million annual budget gap. This budget gap was discussed with the Finance Committee in February through May in connection with the Public Safety Plan financing. Funding options comprise new and increased revenues in addition to expenditure reductions, including: Establish a B&O tax, $700K - $3 million Increase the gambling tax rate by 1% - 5%, potential revenue $380K - $1.9 million Transportation Benefit District car tabs, $200K to $500K Increase other tax rates to the extent allowed without voter approval Reduce General Fund operational expenditures across-the-board Reduce General Fund operational expenditures based on Priority Based Budgeting Reduce the General Fund contribution to the CIP by $500,000 annually The B&O tax provides the greatest potential additional revenue. B&O Tax rates are calculated on gross receipts multiplied by the tax rate set by government. The rate can be set at 0.2% or lower. An exemption threshold exempts businesses with gross receipts below the threshold from B&O tax. The lower the exemption threshold, the higher the number of returns to process since a greater number of businesses are subject to the tax. The four major business sectors subject to the tax are: retailing, 3 manufacturing wholesaling, 4 service and other activities. Taxation rates can vary across sectors, but not within them. Out of the 43 cities in the State with a B&O tax, 16 have varying rates from sector to sector; with the remainder having one rate for all sectors. Some cities have structured their rates to encourage growth in a specific sector. Table 1 shows the rates and thresholds for some Puget Sound cities and for the State. 107 INFORMATIONAL MEMO Page 2 Table 1. B&O Tax Rates, Puget Sound Cities and Washington State Location Burien Des Moines Kent Renton Shoreline WA State Year Implemented 2007 2004 2013 2016 2019 Manufacturing Rate 0.001 0.002 0.00046 0.00085 0.001 0.00484 Retail Rate 0.001 0.002 0.00046 0.00050 0.001 0.00471 Services Rate 0.001 0.002 0.00152 0.00085 0.002 0.015 Wholesale Rate 0,001 0.002 0.00152 0.00085 0.001 0.00484 Exemption Threshold (Annual) $ 200,000 $ 75,000 $ 250,000 $ 500,000 $ 500,000 $20,000 Administering a B&O tax can be complex. Some businesses may engage in multiple activities, requiring them to report in more than one classification. Depending on whether a business is required to file quarterly or annually, a business may be subject to taxation in one quarter, but not in others. Cities surveyed by staff — Kent, Renton and Shoreline - established a revenue target and set taxation rates and threshold based on their projections. Both Kent and Renton collected more tax than projected; Shoreline's tax goes into effect in 2019. Once the cities had been through a budget cycle, projections became more accurate. One city's initial target revenue was $5 million, and their actual collected was over $9 million. Another city's target revenue of $3 million resulted in over $4 million collected. All cities queried hired additional staff for implementation and ongoing administration. The City of Kent has the highest number of returns and employs four full time B&O tax staff: two field auditors, one customer service specialist, and another in-house auditor. Table 2 shows number of staff, program costs, and number of filings for three cities. Table 2: Staffing, Costs, and # of Filings by City City FTE Program Cost # of Filings Quarterly Annual Kent $780,000 4,000 N/A Renton 1 $250,000 N/A 1,200 Shoreline 1 $245,000' N/A N/A 1 Estimated. Source: 12/4/2017 City of Shoreline Staff Report. DISCUSSION Adoption of a B&O tax could close the budget gap created by the sales tax and sales tax mitigation revenue shortfall and continue to diversify and stabilize revenues. Additional revenue could reach $3 million or more. See Table 3 provides a range of revenue estimates. 2:1Council Agenda Items1Finance17 17.181InfoMemo-B0 tax PMc.docx 108 INFORMATIONAL MEMO Page 3 Table 3. Annual Projections for Tukwila based on 2017 Sales Tax Receipts* Rate $200,000 Threshold $500,000 Threshold 0.00050 $807,398 $760,720 0.00085 $1,372,577 $1,293,224 0.001 $1,614,796 $1,521,440 0.002 $3,229,593 $3,042,881 Estimated # of Taxpayers 941 575 *Tukwila 2017 sales tax data set. Assumes 80% of total subject to the tax. Based on initial analysis and research, staff recommends the following should Council decide to pursue a B&O tax: apply the same rate among all sectors for simplicity in filing, establish a $500,000 threshold to exempt smaller businesses and reduce the number of returns to be processed, adopt a rate of .15% to .2% to ensure budgetary goals are met and, collect the tax on a quarterly basis to enhance the City's cash flow. A potential timeline and action plan follows should work on implementing a B&O tax in the City of Tukwila continue: Timeframe Action Item By Whom July and August, 2018 Outreach to businesses Staff August 21, 2018 Finance Committee Meeting Ordinance review, policy decisions on: Tax rates, Exemption threshold, Reporting frequency Council Finance Committee September 4, Council Regular Meeting Ordinance approval Full City Council September through December 2018 FileLocal Agreement — taxpayer portal Staff Acquire software for interface between FileLocal and EDEN accounting system Staff Recruit for B&O tax analyst Staff Continue outreach and communication with business community Staff and City Council January 1,2019 Legislation becomes effective. nia RECOMMENDATION The Committee is being asked to provide direction on the next steps that should be undertaken, if any, to establish and institute a Business & Occupation tax for the City. 2:1Council Agenda Items1Finance17.17.181InfoMemo-B0 tax PMadocx 109 110 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Stephanie Brown, Human Resources Director CC: Mayor Allan Ekberg DATE: July 11, 2018 SUBJECT: Review of Compensation Policy Resolution No. 1796 Note: Because this topic is building on previous Committee meetings, the original memo has been updated in underline font below. This intent is to continue to preserve the information from one meeting to the next given that each discussion will build upon the previous. ISSUE The City Council and Administration have committed to review and discuss Resolution No. 1796, which sets policy for compensation and benefits for City employees. BACKGROUND Beginning in the 1980's, the City Council adopted various resolutions regarding compensation policy. These resolutions focused on several common themes including: An overarching goal to maintain a competitive position in the market place; The desire to select and to retain a competent and productive work force; The compensation system should reflect average compensation among the various employment markets in which the City competes for qualified labor; Provides that classifications shall be based upon the Decision Band Method (DBM), for the represented and non-represented employees; A comparative analysis for all positions shall be determined based upon internal and external factors; A mix of wages and benefits shall be provided based on the average or above average of the defined market. These resolutions have since been updated and replaced over time, with many of these provisions carrying forward over the years. In 2013, Resolution No, 1796, was adopted which sets core value statements, specifically that the City desires to utilize standardized policies, procedures and processes whenever possible for compensating all employee groups, both non-represented and represented. From the Human Resources perspective, since the adoption of this policy in 2013, it has been effectively used as a guide and serves to establish criteria for use when conducting analysis for salary and benefits. In the Collective Bargaining process, it has been objective; manageable, fair, representative of the market to which you chose to compare; used in good faith under our bargaining statue RCW 41.56; reduces the comparisons to those groups that are represented; sets parameters for pay and benefit considerations; it guides the pit-collective bargaining process as to what the City expects to receive for consideration in preparation for labor negotiations. 111 INFORMATIONAL MEMO Page 2 As it relates to the classification of new positions and the reclassification of existing positions, it provides the external market criteria based upon assessed valuation +1- 50% that we have been able to benchmark our positions to fairly consistently; provides consideration for internal comparability; identifies the data collection resources to use when conducting external market analysis; sets parameters for when a market study will be conducted and when a cost of living adjustment will be considered. The challenges we have experienced have generally been when we have positions that we are not able to find benchmark comparators for based upon the duties of the position (standard for a valid match is 5 positions). In addition, recently when the market for a certain position was highly competitive, we were not able to attract qualified applicants. During these times we look for creative, innovative and strategic ways to attract qualified applicants such as offering hiring bonuses. This has also been an effective recruitment strategy with our Civil Service positions. Given that some areas of Resolution No. 1796 are silent, addressing those silent areas would provide more clarity and an objective methodology to use for anomalies that may occur. Administration proposes consideration of the following for discussion with the Council. This list is not all inclusive as there could be other items the Council wants to consider. I. Above and Below Market adjustments - specifically define what compensation standard would be used to set parameters for adjustment of wages when positions are above or below market. Compression — establish a definition within the resolution that defines what it means, and what methodology will be used to address compression when it occurs. Comparability — review the current methodology specifically as it applies to the external market for non-represented positions. Recruitment — review what barriers exist when it is a highly competitive external market, and ways to attract and retain future employees. Follow Up from the March 20, Finance Committee Meeting: At the March 20, Finance Committee meeting, Committee members requested the following components be included in the analysis and review An updated market study; Input and recommendations from the non-represented employee groups; Background and evaluation of decision band methodology; Analysis on gender neutrality, desk audits, and appeal process, performance reviews and Merit pay; Understanding of compression and when it has been an issue. In addition, the Council committee requested that Administration provide a revised timeline for review and adoption of changes to Resolution No. 1796 by the full City Council: The schedule below meets the Council requests for a compensation workshop for the Council and for a deadline of September. Z: I Council Agenda Itemaduman ResourcesIFinanceCommitteecompreviewmemo 3-14-18 -Update 7-11-18 ee.docx 112 INFORMATIONAL MEMO Page 3 May 22 - June (TBD) July 3 July 17 - August 7- August 21 - September 4- September 10- September 17- Review the revised timeline with the Committee and address any additional considerations to Resolution 1796; Conduct a compensation workshop for the City Council Committee discussion: review Compensation workshop and next steps review non-represented employee input Review and discuss 2017 data of the external market study Finalize scope of policy review of Resolution 1796 Review and discuss updated 2018 data for the external market study (Note AWC 2018 Data results are published end of July) Review and discuss committee considerations Review and discuss committee considerations (if necessary) Finalize recommendations for City Council consideration Bring recommendations to the City Council for review and discussion; Adoption of changes to Resolution No. 1796 for implementation Update from Compensation Work Session- 6/19/18: A work session was held with the City Council on June 19. Mr. Bruce Lawson, Compensation Consultant from Gallagher Benefit Services, Inc provided a presentation on Methods of Job Evaluation Alternatives, How to Determine Salaries. The purpose of this work session was to provide background on compensation philosophies to new Council members and to receive feedback from the full Council to inform the Finance Committee's ongoing review of the City's compensation policy as established by Resolution No. 1796. The presentation covered the follow objectives: The history ofjob evaluation The role of job evaluation Selecting a job evaluation tool Alternative job evaluation approaches Whole Job Ranking Market Pricing Point Factor Factor Comparison Decision Band Market Premiums Pay Compression Market Competitiveness The consultant reviewed with the City Council the process used to evaluate jobs under whole job ranking, market pricing, point factor, factor comparison, and the Decision Band Method the current system used by the City. Job Evaluation under the Decision Band Method is based upon six broad band decisions. Mr. Lawson explained that the advantage of this type of evaluation method is to determine job content, and to create a hierarchy of jobs for internal equity, and of skill, effort, responsibility and working conditions. L1Council Agenda Items1Human ResourcesTinanceCommitteecompreviewmemo 3-14-18 -Update 7-11-18 ee.docx 113 INFORMATIONAL MEMO Page 4 In addition, Mr. Lawson addressed the issue of pay compression, when it occurs, and that compression cannot be totally mitigated. He added that pay compression call be managed by the ratio percentage allocated in the pay structure. He concluded the presentation with discussion on when a market premium is appropriate to implement, specifically when you want to attract and retain jobs that are competitive in the labor market. Given the current construction climate occurring in this region and that it is hard to attract positions such as Building and Construction Inspectors, he suggested it may be a good option. Mr. Lawson reviewed with the Council the definitions of market competitiveness and that is occurs when your external market data reflects when your pay is highly competitive, possibly misaligned; or significantly misaligned requiring review to determine if the job evaluation is appropriate. Councilmember Quinn lead the discussion of the review and discussion of Resolution No. 1796 requesting input from the City Council. Council members have requested that the Finance Committee consider and discuss COLA and market adjustments; compression; positions above and below market, and new incentives. At the Finance Committee meeting on July 5, the committee will review non-represented employee input, the external market study data for 2017, and next steps for further review of Resolution No. 1796. Follow up from the July 5th , Finance Committee Meeting: At the July 5, Finance Committee meeting, a summary review of the topics covered at the compensation workshop with the consultant on June 19, was provided. The Finance Committee agreed with the outcomes from the work session and for the following topics to go forward for further discussion in review of Compensation Resolution No. 1796: Compression Above and Below Market Adjustments Comparability Recruitment incentives Review of non-represented employees' input was provided. They would like the Finance Committee to consider the following areas in their review of the compensation policy: Comparability based on cities with similar services, number of employees, and assessed values double or 1/2 the size of Tukwila. Process for improving non-represented compensation changes, for example, review possibility of making changes as part of the budget process. Compression — agreed that this should be an area of review. Conduct a full market survey of all non-represented positions. Review incentives at hiring to attract and retain qualified applicants. The Finance Committee discussed the non-represented employee input, appreciated the ongoing input and stated the committee would take the information provided into consideration. The Finance Committee would like more information on what other cities do to recruit and retain employees. Staff will work to have this information available with the updated 2018 external market study at the August 7, meeting for review and discussion. As requested at the March 20, Finance Committee meeting, Human Resources staff conducted a market study for non-represented positions on 2017 data. The data was collected in line with Resolution 1796's process of using comparable Puget Sound jurisdictions of +1-50% AV and are the same cities that were ZACouncil Agenda Items1Fluman Resourcesf inanceCommateecompreviewmemo 3-14-18 -Update 7-11-18 ee.tiocx 114 INFORMATIONAL MEMO Page 5 used in represented negotiations. Benchmark non-represented positions were chosen for a representative sample of the range of DBM bands from low to high. The regression analysis run on the data by the compensation consultant showed a strong correlation between the market data and City data and resulted in a trend line that indicates non-represented wages are overall in alignment with the market. The COLA adjustments in the past two years have kept us on pace with the market. For 2018 the average general wage increase provided by the chosen assessed valuation cities ranged between 2.5% to 3.0%. Tukwila provided a 2.7% COLA in 2018. At the Finance Committee meeting on July 17, the committee will finalize the scope of policy review of Resolution 1796. ZACouncil Agenda ItemelHuman ResourceelFinanceCommitteecompreviewmemo 3-14-18 -Update 7-11-18 ee.docx 115