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HomeMy WebLinkAboutFIN 2019-11-12 COMPLETE AGENDA PACKETCity of Tukwila Finance Committee O Thomas McLeod, Chair O Verna Seal O De'Sean Quinn AGENDA Distribution: T. McLeod Mayor Ekberg V. Seal D. Cline D. Quinn R. Bianchi K. Hougardy C. O'Flaherty D. Robertson A. Youn K. Kruller L. Humphrey Z. Idan TUESDAY, NOVEMBER 12, 2019 — 5:30 PM HAZELNUT CONFERENCE ROOM (At east entrance of City Hall) Item Recommended Action Page 1. PRESENTATION(S) 2. BUSINESS AGENDA a. A resolution adopting a 2020 State Legislative Agenda. a. Forward to 11/25 C.O.W. Pg.1 Rachel B/anchf Deputy CltyAdministrator. and 12/2 Regular Mtg. b. 2019 3rd Quarter General Fund update. b. Discussion only. Pg.5 Jeff Friend, Fiscal Manager c. An ordinance amending the 2019-2020 biennial budget. c. Forward to 11/25 C.O.W. Pg.11 Vicky Carlsen, Finance Director and 12/2 Regular Mtg. d. Marijuana retail zoning considerations. d. Discussion only. Pg.29 Laurel Humphrey, Council Analyst 3. MISCELLANEOUS 4. ANNOUNCEMENTS Next Scheduled Meeting: Monday, November25, 2019 JG The City of Tukwila strives to accommodate individuals with disabilities. Please contact the City Clerk's Office at 206-433-1800(TukwilaCityClerk(aTukwilaWA.gov) for assistance. City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Public Safety Committee Finance Committee FROM: Rachel Bianchi, Deputy City Administrator CC: Mayor Ekberg DATE: October 1, 2019 SUBJECT: 2020 Legislative Agenda ISSUE The City of Tukwila develops an annual legislative agenda for use in Olympia during the legislative session. BACKGROUND The City's Legislative Agenda provides direction to staff and consensus among the elected officials as to what policy positions are taken on behalf of the City of Tukwila during the legislative session. RECOMMENDATION The Public Safety and Finance Committees are being asked to provide comment and feedback, which will be incorporated into the agenda for discussion at the November 25, 2019 Committee of the Whole meeting. The full Council is being asked to formally adopt the agenda at the December 2 Regular Meeting. The City's lobbyist, David Foster, will provide a legislative update at the December 2 meeting. At the November 4, 2019 meetina of the Public Safetv Committee, the members asked that the followina items be included in the leaislative aaenda: these edits are reflected in the attached draft: • Advancing racial equity • Workforce development • Combatting climate change ATTACHMENTS Resolution in draft form Attachment A — Legislative Agenda 2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, ADOPTING A LEGISLATIVE AGENDA FOR USE DURING THE 2020 WASHINGTON STATE LEGISLATIVE SESSION. WHEREAS, the City Council has agreed to pursue certain legislative issues for 2020; and WHEREAS, the City Council recognizes this agenda is not all encompassing, in that certain additional items may arise during the legislative session that require support or opposition; and WHEREAS, a legislative agenda outlines the priority issues that elected officials may discuss when speaking to members of the Washington State Legislature; and WHEREAS, the City Council agreed to these priorities at the City Council Meeting on December 2, 2019; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY RESOLVES AS FOLLOWS: The Tukwila City Council has identified priorities for the 2020 Washington State Legislative Session that provide a framework for advocacy on behalf of the community. The City of Tukwila 2020 Legislative Agenda is hereby incorporated by reference as Attachment A. PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at a Regular Meeting thereof this day of 12019. ATTEST/AUTHENTICATED: Christy O'Flaherty, MMC, City Clerk APPROVED AS TO FORM BY: Rachel B. Turpin, City Attorney Attachment A: City of Tukwila 2020 Legislative Agenda Kathy Hougardy, Council President Filed with the City Clerk: Passed by the City Council: Resolution Number: W:\Word Processing\Resolutions\Legislative Agenda for 2019 10-24-19 RB:bjs Page 1 of 1 3 ATTACHMENT A City of Tukwila 2020 Legislative Agenda Transportation & Infrastructure • Provide funding for critical local infrastructure, including the Allentown Bridge, which is Structurally Deficient and Functionally Obsolete. • Create stable, reliable infrastructure assistance funding for cities to assist in repairing roads, bridges and other public infrastructure that support economic development. Housing & Human Services • Create new and expand existing local options to generate revenue for housing and human services and for capital construction of affordable housing. • We strongly encourage the state to adequately fund human services programs for the health of the safety net. Shared Revenue • The State must continue its role as a partner with cities, including reinstating funding for the Public Works Assistance Account and Community Economic Revitalization Board. • Ensure funding for Streamlined Sales Tax Mitigation payments brought back in the 2019 session remain funded and identify a longer -term funding strategy beyond the 2020/2021 biennium. • In addition, the state must retain the local share of liquor taxes to allow jurisdictions to address impacts, such as public safety, of privatized liquor in our cities. Revenue Reform Allow cities the authority and flexibility to address the fact that growth in the cost of services continue to outstrip revenues. The state should amend the law that limits annual property tax growth to 1 percent and work with cities to authorize additional funding flexibility and opportunities at the local level. Education • Implement needs based funding for allocation of social emotional student support resources and expand funding for learning opportunities for summer school students. • Increase funding for homeless students and secondary ELL students. • Incorporate early learning for low income students as a part of Basic Education. Preserve Lodging Tax Flexibility • Ensure the definition of "tourist" in Washington State remains flexible to allow jurisdictions and Lodging Tax Advisory Committees to distribute lodging tax dollars in a manner that best serves each individual community. Preparing for Our Future • Enact policies to prepare to combat climate change, including adequately budgeting for its effects and providing tools to cities to prepare and address the ramifications of flooding, pollution and other key factors. • Continue to invest in workforce education and iob training to ensure Washingtonians have access to high -quality career and technical education opportunities. Advancing Equity • Develop and implement a racial equity toolkit for legislation, policies and programs to advance racial equity in Washington. 11 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee CC: Mayor Ekberg FROM: Vicky Carlsen, Finance Director BY: Jeff Friend, Fiscal Manager DATE: November 5, 2019 SUBJECT: 2019 3rd Quarter General Fund Update The purpose of the 2019 3rd Quarter General Fund Update is to provide financial results and highlight significant items or trends for the General Fund. The update is based on financial data available as of November 3, 2019 for the reporting period ending September 30, 2019. As September 2019 sales tax data is unknown as of the current date, a conservative estimate has been made. Allocated budgets are calculated based on the patterns of revenue received and expenditures made in the previous year with the current year budget allocated using the same patterns. Additional details can be found in the attached financial reports. General Fund The General Fund is the City's largest fund and accounts for most City resources and services including governance, public safety, and administration. Revenues Based on data available November 5t", 2019 (with sales tax for September estimated), Total Revenue through September is $46.1 million; $175.7 thousand more than the allocated budget of $46.0 million. 5 INFORMATIONAL MEMO Page 2 GENERAL FUND REVENUE CITY OF TUKW ILA YTD AS OF SEPTEMBER 30.2019 BUDGET ACTUAL %CHANGE SUMMARY BY REVENUE TYPE 2019 2019 2019 ANNUAL ANNUAL ALLOCATED 2017 2018 2019 BDGT %REC'D 2017/2018 2018/2019 PROPERTYTAX 15,923,442 8,923,566 8,136,439 8,545,729 9,012,233 88,667 57% 5% 5% SALES TAX* 20,444,000 15,017,906 13,591,220 15,053,433 14,652,796 (365,111) 72% 11% (3)% ADMISSIONS TAX 850,000 615,770 565,003 776,570 733,392 117,622 86% 37% (6)% UTILITYTAX 4,338,200 3,324,225 3,218,288 3,051,981 2,844,000 (480,226) 66% (5)% (7)% INTERFUND UTILITYTAX 2,373,000 1,985,471 1,877,158 1,947,248 1,980,909 (4,562) 83% 4% 2% GAMBLING & EXCISE TAX 4,426,000 3,256,944 2,973,421 2,872,936 3,005,411 (251,532) 68% (3)% 5% TOTAL GENERAL REVENUE 48,354,642 33,123,883 30,361,529 32,247,897 32,228,741 (895,142) 67% 6% (0)% BUSINESS LICENSES 3,547,400 2,528,749 2,426,417 2,720,742 3,106,257 577,508 88% 12% 14% RENTAL HOUSING 45,000 34,089 41,220 49,160 36,175 2,086 80% 19% (26)% BUILDING PERMITS 2,122,494 1,464,131 1,179,158 1,366,522 1,645,927 181,796 78% 16% 20% TOTAL LICENSES AND PERMITS 5,714,894 4,026,969 3,646,795 4,136,424 4,788,359 761,390 84 % 13 % 16 % SALES TAX MITIGATION 840,000 639,634 820,163 781,130 655,127 15,493 78% (5)% (16)% FRANCHISE FEE 2,399,500 1,863,942 1,621,568 1,771,146 1,851,253 (12,689) 77% 9% 5% GRANTREVENUE 907,940 511,178 566,843 357,306 523,611 12,433 58% (37)% 47% STATE ENTITLEMENTS 405,250 307,764 301,153 329,178 365,432 57,668 90% 9% 11% INTERGOVERNMENTAL 576,754 473,274 479,583 533,099 550,586 77,312 95% 11% 3% TOTAL INTERGOVERNMENTAL REVENUE 5,129,444 3,795,792 3,789,310 3,771,859 3,946,009 150,217 77% (0)% 5% GENERAL GOVERNMENT 57,532 44,796 38,984 22,878 43,646 (1,150) 76% (41)% 91% SECURITY 660,500 583,155 433,574 254,147 540,960 (42,195) 82% (41)% 113% TRANSPORTATION 79,000 221,471 21,527 840 221,241 (229) 280% (96)% 26229% PLAN CHECK AND REVIEW FEES 1,148,675 862,561 603,989 917,711 1,150,752 288,191 100% 52% 25% CULTURE AND RECFEES 601,000 474,876 421,944 417,873 388,267 (86,609) 65% (1)% (7)% TOTAL CHARGES FOR SERVICES 2,546,707 2,186,859 1,520,018 1,613,450 2,344,867 158,008 92 % 6 % 45 % FINES & PENALTIES 329,218 242,057 221,116 208,221 153,810 (88,247) 47% (6)% (26)% MISC 1,160,542 675,706 794,606 1,735,525 765,208 89,502 66% 118% (56)% INDIRECT COST ALLOCATION 2,545,645 1,909,234 1,709,294 1,744,232 1,909,233 (1) 75% 2% 9% TOTAL OTHER INCOME 4,035,405 2,826,996 2,725,015 3,687,979 2,828,251 1,255 70% 35% (23)% TOTAL OPERATING REVENUE 65,781,092 45,960,499 42,042,667 45,457,607 46,136,226 175,727 70 % 8 % 1 % TRANSFERSIN 200,000 - - - - - 0% 0% 0% TOTAL REVENUE 65,981,092 45,960,499 42,042,667 45,457,607 46,136,226 175,727 70 % 0 0 Estimated Percent of year 75% 9 INFORMATIONAL MEMO Page 3 Expenditures Unbudgeted, Unplanned Events Code Violations During the first quarter, it was discovered that a local business's production plant violated numerous building codes. As a result, the City expects to receive a total of $79.7K for associated costs related to inspections, reviews, and consulting. Andover Park East Propane Leak In June, faulty piping in a large propane tank on Andover Park East was discovered which required the safe burn off of vapors remaining after the removal of the liquid gas. On August 16, the party responsible for the propane system was billed $21,707 to reimburse the city for costs associated with the event. Department Labor Benefits Materials Total Police $ 1,532 $ 262 $ 1,666 $ 3,461 Fire 8,409 2,397 707 11,512 Street Maintenance 4,161 2,037 - 6,198 Water 436 100 536 Total $ 14,538 $ 4,796 $ 2,373 $ 21,707 Snow Events During the month of February, the City experienced two winter snowstorms. Unbudgeted costs related to the snow events are as follows: Department Overtime and Benefits Materials Combined Police $ 143 $ 143 Fire 30,313 285 30,598 Public Works 286 286 Park Maintenance 452 452 Street Maintenance 19,463 79,637 99,100 Total I $ 49,7761 $ 80,803 $ 130,579 East Marginal Way Power Pole Accident On April 5t", there was a large accident where numerous power poles fell over on East Marginal Way. Current estimates for this incident are as follows: Department Overtime and Benefits Repairs and Maintenance Combined Street Maintenance and Operations $ 30,281 $ 280,416 $ 310,697 A claim totaling $310.7K has been initiated with the Washington Cities Insurance Authority (WCIA) for reimbursement of the current estimated expenditures. A check was received in June for $178.9K (75%) with the balance to be received later. VA INFORMATIONAL MEMO Page 4 Year -to -Date Departmental Expenditures GENERAL FUND CITY OF TUKW ILA GENERAL FUND EXPENDITURES YTD AS OF SEPTEMBER 30, 2019 BUDGET ACTUAL COMPARISON OF RESULTS ACTUAL SUMMARY OF EXPENDITURES BY DEPARTMENT OVEPJ(UNDER) % CHANGE 2019 ALLOCATED 2019 ANNUAL ALLOCATED 2017 2018 2019 BDGT B(PENDED 201712018 2018/2019 01 City Council 432,111 308,814 249,547 271,040 272,796 (36,018) 63% 9% 1 % 03 Mayor 2,595,514 1,794,969 1,701,538 1,913,455 1,783,577 (11,392) 69% 12% (7)% 04 Administrative Services 2,111,509 1,588,172 1,386,088 1,454,382 1,408,765 (179,408) 67% 5% (3)% 05 Finance 2,671,195 2,104,103 1,856,953 2,450,011 1,844,087 (260,016) 69% 32% (25)% 06 Attorney 710,730 514,822 379,561 665,546 475,831 (38,991) 67 % 75% (29) % 07 Recreation 3,294,138 2,472,884 2,347,060 2,336,622 2,472,207 (676) 75% (0)% 6% 08 Community Development 3,511,558 2,590,677 2,415,559 2,496,334 2,641,432 50,755 75% 3% 6% 09 Municipal Court 1,298,228 969,389 905,443 964,604 958,382 (11,007) 74% 7% (1)% 10 Police 19,427,613 14,444,807 13,089,242 13,255,256 14,003,004 (441,803) 72 % 1 % 6% 11 Fire 12,473,387 9,125,383 8,790,067 9,261,114 9,514,633 389,250 76% 5% 3% 12 Technology& Innovation Svcs 2,043,934 1,498,821 1,256,059 1,519,133 1,440,304 (58,517) 70% 21% (5)% 13 Public Works 3,948,613 2,933,664 2,646,766 2,639,959 2,791,322 (142,342) 71% (0)% 6% 15 Park Maintenance 1,630,586 1,275,735 1,075,979 1,134,680 1,273,950 (1,784) 78% 5% 12% 16 Street Maintenance & Operations 3,354,733 2,738,615 2,421,350 2,505,786 3,167,826 429,211 94 % 3% 26 % 59,503,849 44,360,855 40,521,212 42,867,921 44,048,117 (312,738) 74% 6% 3% Subtotal Transfers Out to, Residential Street 1,300,000 1,300,000 - - 1,300,000 100% - - Arterial Street 450,000 - - - ContingencyFund 58,568 - - - - - Debt Service 4,033,861 2,746,490 2,014,503 3,486,589 2,746,490 68% 73% (21)% Land Acq., Rec and Park Dev 19,600 19,600 122,190 - 19,600 100 % - - General Government Improvements 200,000 150,000 150,000 150,000 150,000 75% 0 % 0 % Golf Course 300,000 225,000 225,000 225,000 225,000 75% 0 % 0 % 1 6,362,029 4,441,090 1 2,511,693 3,861,589 4,441,090 70% 54% 15% Total Dept20 Transfers Out Total Expenditures 1 65,865,878 48,801,945 1 43,032,905 46,729,510 48,489,206 1 (312,738) 74% 9% 4% Percent of year completed 75% Major variances were: Community Development is $50.8K over allocated budget through September. Professional Services expenditures ($171.4K over allocated budget) have been greater than anticipated in the budget. The budget had assumed development activity would slow in 2019; however, this has not been the case. Therefore, services directly related to development activity, such as peer review, that are typically outsourced, are now over budget. It should be noted that a large portion of Professional Services are revenue -backed. Repairs and Maintenance expenditures have not been significantly incurred ($39.5K under allocated budget) while Miscellaneous Expenditures ($32.9K under allocated budget) have also not been incurred at the level anticipated. Fire is $389.3K over budget. Salaries and benefits were $499.5K over budget resulting from three retirement payouts in June ($53K), unbudgeted pipeline positions ($214.6K) as well as overtime costs and related benefits that were over budget through September ($231.9K). Services and supplies were under budget by about $110.7K partially offsetting the amount the department was over budget on salaries and benefits. As of the May 28th Finance Committee meeting, the Finance Committee began an ongoing analysis of options to address the Fire operating budget issues. The topic was forwarded to the City Council of the Whole meeting on September 9th INFORMATIONAL MEMO Page 5 Street Maintenance and Operations was $429K over budget through September primarily due to overtime and supplies costs related to the snow events and the East Marginal Way power pole event. Purchases of supplies to replenish street maintenance inventory also contributed to the variance. This includes salt brine and sand ($37.2K), aluminum poles and luminaries ($25.4K), Malfunction Monitoring Units ($16K), pedestrian push buttons ($11.7K) and other miscellaneous items ($21.5K). Department Overtime and Benefits Materials Total Snow $ 19,463 $ 79,637 $ 99,100 Power Poles* 13,297 230,657 243,954 Total $ 32,760 $ 310,294 $ 343,054 *Costs to be reimbursed by WCIA 9 10 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Vicky Carlsen, Finance Director BY: Jeff Friend, Fiscal Manager CC: Mayor Ekberg DATE: November 6, 2019 SUBJECT: 2019 — 2020 budget amendment ordinance ISSUE Approve the administrative 2019-2020 mid -biennium budget amendments. BACKGROUND While amending the budget is only required when a fund, in total, is in danger of exceeding budget, it is a best practice to adjust the budget to keep departments in the general fund from exceeding budget as authorized through the biennial budget process. The reserve fund balance policy is met, and exceeded, in both 2019 and 2020, after all amendments have been approved. Many of the proposed budget amendments have been reviewed and approved by Council Committee and/or Council process as noted below in the discussion. The proposed budget amendments make the following types of modification to the current biennium: • Housekeeping amendments such as adjusting budgeted beginning fund balance to actual beginning fund balance, • Adjustments specific to the Public Safety Plan, • Reflect additional revenue -backed projects/expenditures, • Providing budget for the unanticipated events that are not revenue -backed (snow event), and • Adjust 2019 budget for the Fire Department to true up budget to reflect current level of service. All budget amendments are detailed below with explanations provided for each amendment as well as the effect on ending fund balance. Budget amendments are summarized by fund in the tables attached to this memo. DISCUSSION General Fund Adjust Beginning Fund Balance A beginning fund balance adjustment of $1,470,276 to bring the budgeted beginning fund balance in line with the actual beginning fund balance. Fiscal year 2018 ended the year with a fund balance of $14.1 million, which exceeds the fund balance policy by $2.5 million. 11 INFORMATIONAL MEMO Page 2 Amendments by Department Dept. Footnote Description of Proposed Amendment 2019 2020 Revenue E-penditure Revenue Expenditure Council 8 Healthcare increase from 5% to 8% per new actuary report 1,747 Council Total $ $ $ $ 1,747 Mayor Economic Demlo ment 1 Economic development grant Port of Seattle 19,800 19,800 Mayor Arts Commission Artist Workshop for Teens grant 2,000 2,000 Mayor 8 Healthcare increase from 5% to 8% per new actuary report 8,216 Mayor Total $ 21,800 $ 21,800 $ $ 8,216 Administrative Services 8 Healthcare increase from 5% to 8% per new actuary report 2,004 Administrative Services Total $ $ $ $ 2,004 Finance 8 Healthcare increase from 5% to 8% per new actuary report 6,076 Finance Total $ $ $ $ 6,076 Recreation Green Tukwila grant 46,000 46,000 Recreation 10-Minute Walk grant 36,400 36,400 Recreation Play and Learn grant 15,225 15,225 Recreation Thunderbirds Youth Sports/KingSports/King County Youth Sports grant 7,000 7,000 Recreation UW King County Sack Lunch/Waste Mgmt. -Youth Summer Camp grant 3,425 3,425 Recreation Carry over - King County Youth Sports grant. Funds received in 2018, ex enditures in 2019 4,000 Recreation King County contract for senior needs assessment grant 90,000 90,000 Recreation 8 Healthcare increase from 5% to 8% per new actuary report 9,024 Recreation Total $ 108,050 $ 112,050 $ 90,000 $ 99,024 Community Development Increased development activity 202,030 202,030 Community Development TDM grant 58,551 58,551 Community Development Additional abatement projects 10,000 10,000 Community Development 8 Healthcare increase from 5% to 8% per new actuary report 10,935 Community Development Total $ 270,581 $ 270,581 $ $ 10,935 Court 8 Healthcare increase from 5% to 8% per new actuary report 4,783 Court Total $ $ $ $ 4,783 Police Andover Park East propane leak* 3,460 3,460 Police 2 Reduction of SCORE costs 575,000 Police 8 Healthcare increase from 5% to 8% per new actuary report 53,090 Police Total $ 3,4601 $ 3,460 $ $ 521,910 Fire Add revenue budget for Fire false alarm fees 60,000 Fire Add revenue bud at for contract with private ambulance company 60,000 Fire 4 Add revenue budget to reflect updated fire permit fees 100,000 Fire Add expenditure budget specific to contract settlement 320,000 Fire 3 Add expenditure budget to true up overtime costs 213,000 Fire 3 Add expenditure budget for up to four recruits in the academy 160,000 Fire 3 Add expenditure budget for payouts related to retirements and other separations 100,000 Fire 5 Add expenditure budget to reflect February snowstorm costs 38,400 Fire 5 Andover Park East propane leak* 11,500 11,500 Fire 8 Healthcare increase from 5% to 8% per new actuaryreport 36,501 Fire Total $ 11,500 $ 522,900 $ 220,000 $ 356,501 T1S 8 Healthcare increase from 5% to 8% per new actuaryreport 5,122 TIS Total $ $ $ $ 5,122 Public Works 8 Healthcare increase from 5% to 8% per new actuary report 15,777 Public Works Total $ $ $ $ 15,777 Parks 8 Healthcare increase from 5% to 8% per new actuary report 4,488 ParksTotal $ $ $ $ 4,488 Street Maintenance 5 East Marginal Way power pole accident 310,697 310,697 Street Maintenance 5 Add expenditure budget to reflect February snowstorm costs 99,100 Street Maintenance 6 10,0000 gallon salt brine storage tank 21,945 Street Maintenance 5 Andover Park East propane leak* 6,352 6,352 Street Maintenance 8 Healthcare increase from 5% to 8% per new actuary report 6,566 Street Maintenance Total $ 317,049 $ 438,094 $ $ 6,566 12 INFORMATIONAL MEMO Page 3 Dept. Footnote Description of Proposed Amendment 2019 2020 Revenue I Expenditure Revenue Expenditure Dept. 20 - Transfers Out Transfer increase in solid waste tax to Residential Street fund 103 100,000 Dept. 20-Transfers Out 7 Use of budgeted fund balance surplus for Public Works Shops Phase 1,850,000 Dept. 20 - Transfers Out Adjust transfers to debt seNce funds associated with 2019 LTGO debt issue 322,068 50,000 Dept. 20 Transfers Total $ $ 222,068 $ $ 1,900,000 General Revenue Increase in solid waste tax from 6 % to 11 % , effective 11/1/2019 100,000 General Revenue Increase property tax revenue 175,000 Total General Fund Amendments $ 832,440 $ 1,146,817 $ 485,000 $ 1,899,329 *Costs for the Andover Park East propane leak totaled $21,312 which were allocated to Police ($3,460),Fire ($11,500) and Street Maintenance ($6, 352). 1) Port of Seattle grant on July 8, 2019 Committee of the Whole meeting. 2) SCORE interlocal and finances discussed October 14, 2019 Committee of the Whole meeting. 3) Details of the fire department budget were discussed at several Finance committee meetings then at Committee of the Whole September 9, 2019. 4) New fire fee schedule adopted by Council at September 16, 2019 Regular Meeting. 5) Updated information on snowstorm, propane leak, and power pole incident provided during Zd quarter financial report on October 14, 2019 Committee of the Whole. 6) Purchase of 10, 000 gallon salt brine storage tank at Transportation and Infrastructure committee July 16, 2019, Committee of the Whole July 22, 2019, and August 5, 2019 Regular Meeting. 7) Discussed at November 4, 2019 Regular Meeting. 8) Based on our previous experience and to maintain our 2.5 X IBNR, USI, our new healthcare broker, provided an actuarial study based on best practices. The updated study recommends that funding for active employees be increased from 5% to 8%. Net Effect on Ending Fund Balance The 2019 ending fund balance in the adopted budget for the General Fund was $12,672,631. As a result of the proposed budget amendments, the 2019 ending fund balance in the revised budget for the General Fund would be $13,828,530; an increase of $1,155,899 and exceeds reserve policy by $2.3 million. The 2020 ending fund balance in the adopted budget for the General Fund was $14,045,513. As a result of the proposed budget amendments, the 2020 ending fund balance in the revised budget for the General Fund would be $13,787,083; exceeding reserve policy by $1.7 million. It should be noted that the original adopted budget for 2020 was drafted with a budget surplus of $1.4 million and is being utilized to fund Phase I for PW Shops project. 13 INFORMATIONAL MEMO Page 4 Other Funds Included in the proposed budget amendments are amendments in other funds. Fund Footnote Description of Proposed Amendment 2019 2020 Revenue Expenditure Revenue Expenditure Residential Street - Fund 103 Transfer in additional solid waste tax (transferred in from general fund) 100,000 Residential Street - Fund 103 1 Redirect general fund transfer from Arterial Street fund (104) to Residential Street fund 103 450,000 Residential Street - Fund 103 Adiust roadwav moiect budgets that will not be spent in 2019 2,000,000 Total Residential Street Amendments $ 550,000 $ 2,000,000 $ $ Bridges & Arterial Street - Fund 104 Add budget for additional impact fee revenue collected 1,000,000 Bridges & Arterial Street - Fund 104 2 Redirect general fund transfer from Arterial Street fund (104) to Residential Street fund 103 450,000 Bridges & Arterial Street - Fund 104 3 Redirect general fund transfer from Arterial Street fund (104) to Public Safety Plan fund 305 1,000,000 Bridges & Arterial Street - Fund 104 4 Remove grants and expenditures related to Strander proqect 3,200,000 3,000,000 36,000,000 37,500,000 Total Bridges & Arterial Street Amendments $ 2,650,000 $ 3,000,000 $ 37,000,000 $ 37,500,000 Land Acquisition, Rec., & Park Dev. - Fund 301 5 CFT - Duwamish River habitat corridor land purchase - grant funded 670,000 670,000 Land Acquisition, Rec., & Park Dev. - Fund 301 5 CFT - Equitable access initial acquisition work - grant funded. Funds received in 2019 and will be spent in 2020 25,000 25,000 Total Land Ac ., Rec., & Park Dev. Amendments $ 695,000 $ 670,000 $ $ 25,000 General Gott. Improvement - Fund 303 Reallocate expenditure budget from 2019 to 2020 to fund a City Hall campus needs stud 200,000 300,000 Total General Gott. Improvement Amendments $ $ 200,000 $ $ 300,000 Fire Impact Fees - Fund 304 6 Add revenue budget to account for additional fire impact fees collected 450,000 Fire Impact Fees - Fund 304 7 Transfer additional fire impact fees collected to Public Safety Plan fund 305 600,000 Total Fire Impact Fees Amendments $ 450,000 $ 600,000 $ $ Public Safety Plan - Fund 305 Transfer in additional fire impact fees collected in Fire Impact Fee funds 304 600,000 Public Safety Plan - Fund 305 Sales tax mitigation funds 1,000,000 Total Public Safety Plan Amendments $ 600,000 $ $ 1,000,000 $ City Facilities (PW Shops)- Fund 306 8 Transfer in from General Fund for Phase I Heiser 1,850,000 City Facilities (PW Shops)- Fund 306 8 Transfer in from Utilties for Phase Heiser 650,000 City Facilities (PW Shops)- Fund 306 Minkler interim improvement projects transfer from Sewer fund 500,000 500,000 City Facilities (PW Shops) - Fund 306 8 Redirect general fund transfer from Arterial Street fund (104) to Public Safety Plan fund 305 1,000,000 City Facilities (PW Shops)- Fund 306 Adjust expenditure budget to reflect actual timing of expenditures 9,600,000 5,065,590 Total City Facilities PW Shops) Amendments $ $ 9,600,000 $ 4,000,000 $ 5,565,590 Debt Service - Fund 2X0( 9 Adjust 2019 LTGO debt services transfers and debt payment 322,068 387,693 50,000 50,000 Total Debt Service Amendments $ 322,068 $ 1387,693 $ 50,000 $ 50,000 Golf Course - Fund 411 10 Cost associated with break-ins and insurance recovery 40,000 33,000 Golf Course - Fund 411 11 Golf cart purchases in 2019 25,000 25,000 Golf Course - Fund 411 Correct salary and benefit budget 13,000 Golf Course - Fund 411 Correct expense budget for cart rentals, golf shop purchases, extra labor 25,000 Golf Course - Fund 411 Healthcare increase from 5% to 8% per new actuary report 4,021 Total Golf Course Amendments 1 $ 1 $ 103,000 $ 33,000 $ 20,979 14 INFORMATIONAL MEMO Page 5 Fund Footnote Description of Proposed Amendment 2019 2020 Revenue Expenditure Revenue Expenditure Water- Fund 401 Transfer to City Facilities for PWS Phase I Heiser 221,000 Water- Fund 401 Healthcare increase from 5% to 8% per new actuary report 3,676 Total Water Amendments $ $ $ $ 224,676 Sewer- Fund 402 Minkler interim improvement projects 500,000 Sewer - Fund 402 Transfer to City Facilities for PWS Phase I Heiser 123,500 Sewer - Fund 402 Healthcare increase from 5% to 8% per new actuary report 1,861 Total Sewer Amendments $ $ $ $ 625,361 Surface Water- Fund 412 ITransfer to City Facilities for PWS Phase I Heiser 305,500 Surface Water- Fund 412 Healthcare increase from 5% to 8% per new actuary report 4,314 Total Surface Water Amendments $ $ - $ $ 309,814 Equipment Rental & Replacement 501 Healthcare increase from 5% to 8% per new actuary report 2,874 Total Equipment Rental & Replacement Amendments $ $ $ $ 2,874 Insurance Fund 502 Healthcare increase from 5% to 8% per new actuary report 176,587 Total Insurance Fund Amendments $ $ $ 176,587 $ 1) Discussed at October 14, 2019 Committee of the Whole meeting. 2) Discussed at October 14, 2019 Committee of the Whole meeting. 3) Funding for Phase 1 for PW Shops approved at Regular Meeting on November 4, 2019. 4) Repayment of grant funds previously received for the Strander projects will occur over a two-year period. 5) Conservation Futures Trust (CFT) grant interlocal agreement for property acquisition and access projects presented to Community Development & Neighborhoods committee October 29, 2019 and November 4, 2019 Regular Meeting. 6)Increase of fire impact revenue budget by $450,000 to reflect actual funds received to date. Additional funds will be transferred to the Public Safety Plan. 7) Transfers out include fire impact fees collected late 2018. 8) Funding for Phase I was authorized at Regular Meeting on November 4, 2019. 9) Reduces 2019 debt service payments related to the 2019 LTGO bond issue. Total reduction in debt service is $387, 693. Reduces the transfer in from the general fund by $322, 068. 10) Costs associated with break-ins at the golf course were incurred in 2019 but insurance proceeds aren't expected to be received until 2020. 11) Community Development and Neighborhoods Committee 8127119, Regular Meeting 913119. In addition to the budget amendments proposed for other funds, beginning fund balances in various funds are also being adjusted to true up to actual beginning fund balances. RECOMMENDATION The Council is asked to approve the Budget Amendment ordinance and consider this item at the November 25, 2019 Committee of the Whole, and December 2, 2019 Regular Council Meeting. ATTACHMENTS Draft Ordinance Proposed Budget Changes — Summary by Fund Reconciliation of 2019-2020 Budget Summary to Ordinance 15 16 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, AMENDING ORDINANCE NO. 2597, WHICH ADOPTED THE CITY OF TUKWILA'S BIENNIAL BUDGET FOR THE 2019-2020 BIENNIUM, AND ORDINANCE NO. 2602, WHICH AMENDED THAT BUDGET, TO ADOPT AN AMENDED MID -BIENNIUM BUDGET; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, on December 3, 2018, the City Council of the City of Tukwila adopted Ordinance No. 2597, which adopted the 2019-2020 biennial budget of the City of Tukwila; and WHEREAS, on February 14, 2019, the City Council of the City of Tukwila adopted Ordinance No. 2602 amending Ordinance No. 2597, to correct a math error in the amounts shown for the General Fund; and WHEREAS, a mid -biennium budget amendment was presented to the City Council in a timely manner for their review, in accordance with RCW 35A.34.130; and WHEREAS, on October 28, 2019, the City Council gave direction for a budget proviso relating to the General Fund appropriation to the Fire Department, included here as Attachment 2; and WHEREAS, on November 25, 2019, following required public notification, the City Council conducted a public hearing on the proposed mid -biennium budget amendment; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, HEREBY ORDAINS AS FOLLOWS: Section 1. Ordinance Amended. Tukwila Ordinance No. 2597 is hereby amended with the City Council's adoption of the document entitled "Reconciliation of 2019-2020 Budget Summary to Ordinance," included here as Attachment 1 and incorporated by this reference as if fully set forth herein, in accordance with RCW 35A.33.075. Section 2. Estimated Revenues and Appropriations. The totals of the estimated revenues and appropriations for each separate fund and the aggregate totals are as follows: FUND EXPENDITURES REVENUES 000 General $145,733,333 $145,733,333 148 521,049 148,5 11,049 105 Contingency $6,895,897 $ 7,005,729 7,005,729 101 Lodging Tax $2,QF�2 $2,°�_ 3,198,625 3,198,625 103 Residential Streets $12,539,621 $12,�c vw,6211 10, 378, 544 10, 378, 544 104 Bridges and Arterial Streets $58,987 865 $ 5 17,6 99,425 17,6 99,425 2XX LTGO Debt Service $11 'G2� cv ,282 $1 7R� co�2 9,743,157 9.743,157 301 Land Acquisition, Recreation & Park Dev. $11 'R� cv4,2o2 $11,'� c 64,282 1,959,282 1,95%282 303 General Government Improvements $1 $1 878,761 878,761 304 Fire Impact Fees $1 nn�z $1 nn, w�12 1,617,335 1,617,335 305 Public Safety Plan $92,1vz '2—r36,54 J�A9 $92,136,549 85,931,018 85,931,018 306 City Facilities $9 414 900 $tea 24,579,590 24 579 590 401 Water $19,990,522 $19990 522 20,898,771 20,898,771 402 Sewer $29,°�'8,4130 $'8�0 30,0 66,080 30 0 66,080 411 Foster Golf Course $".'�T $4,281,,9881 4,314,881 4,314,881 412 Surface Water $17 814,383 $17,814,393 19,6 55,103 19,6 55,103 501 Equipment Rental $10,'� 1�2 $10.715,532 11,135,535 11,1 55,535 502 Insurance Fund $1f1 ,'�crrrvw32 $10,715,532 14,7 77,599 14,7 77,599 Section 3. Copies on File. A complete copy of the amended budget for 2019-2020, as adopted, together with a copy of this amending ordinance, shall be kept on file in the City Clerk's Office, and a copy shall be transmitted by the City Clerk to the Division of Municipal Corporations of the Office of the State Auditor and to the Association of Washington Cities. Section 4. 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. in Section 5. 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 6. Effective Date. This ordinance or a summary thereof shall be published in the official newspaper of the City and shall take effect and be in full force and effect five days after passage and publication as provided by law. PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at a Regular Meeting thereof this day of 12019. ATTEST/AUTHENTICATED: Christy O'Flaherty, MMC, City Clerk APPROVED AS TO FORM BY: Rachel B. Turpin, City Attorney Allan Ekberg, Mayor Filed with the City Clerk:_ Passed by the City Council: Published: Effective Date: Ordinance Number: Attachment 1: Reconciliation of 2019-2020 Budget Summary to Ordinance Attachment 2: Budget Proviso of the Tukwila City Council 19 20 City of Tukwila 2019-2020 Year -End Budget Amendment Reconciliation of 2019-2020 Budget Summary to Ordinance REVENUES 2019 Beginning Fund Balance 2019 Revenues 2020 Revenues Total Revenues Mid -Biennial Amendment Total Revenues Beg. Fund Balance Adj. 2019 2020 000 General 5 12,590,576 $ 65.947,930 $ 67,194,827 $ 145,733,333 S 1,470,276 $ 832,440 $ 485,000 $ 148,521,049 101 Lodging Tax 1,370,302 778,000 803,000 2,951,302 247,323 3,198,625 103 Residential Street 2,826,621 4,002,000 5,711,000 12,539,621 (2,711.077) 550,000 10,378,544 104 Arterial Street 3,621,865 6,819.000 47,647.000 50,007,865 (745,440) (2,650,000) (37,000,000) 17,689,425 105 Contingency 6,447,329 148,568 300,000 6,895,897 109,832 7,005,729 109 Drug Seizure Fund 226,507 55,000 55,000 336,507 - 336,507 2XX LTGO Debt Service 387,669 4,979,262 4.590,311 9,957,242 57,983 (322,068) 50,000 9,743,157 206 LID Guaranty 685,037 300 300 685,637 - 685,637 213 UTGO Bonds 40,117 2,841,675 3,713,175 6,594,967 6,594,967 233 2013 LID 707,287 668,637 668,613 2,064.537 2,064,537 301 Land Acquisition, Recreation & Park Dev. 1,019,562 126,320 116,400 1,264,282 695,000 1,959,282 302 Urban Renewal 2,213,064 10,000 10,000 2,233,064 5.362,629 7,595,693 303 General Government Improvements 337,761 200,500 200,500 738,761 140,000 878,761 304 Fire Impact Fees 7,412 1 500.100 500,100 1,007,612 159,723 450,000 1,617,335 305 Public SafetyPlan 13,038,494 66,414,346 2,683,709 82,136,549 2.194,469 600,000 1,000,000 85,931,018 306 CityFacilities 1,914,000 7,500.000 9,414,000 11,165,590 - 4,000,000 24,579,590 401 Water 5,149,522 7.317,000 7,524.000 19,990,522 908,249 20,898,771 402 Sewer 9,174,430 9,912,000 9,912.000 28,990,430 1,037,650 30,036,080 411 Foster Golf Course 640,081 1,793,900 1,847,900 4,281,881 33,000 4,314,881 412 Surface Water 754,303 9,070,000 7,990,000 17,814,303 1,840,800 19,655,103 501 Equipment Rental 3,674,899 3,619,089 3,221,544 10,715,532 420,003 11,135,535 502 Insurance Fund 1,137,704 6,563,872 6,889,436 14,591,012 176,557 14,767,599 503 Insurance-LEOFFiFund 527,005 266,533 266,541 1,060,079 1,060,079 611 Firemen's Pensicn 1,449,856 74,000 74,000 1,597,856 - - 1,597,856 Totall $ 70,141,403 1 $ 199.630,032 $ 171,919.356 $ 441,690,791 $ 21,655,010 $ 155,372 $ (31,255,413) $ 432,245,760 EXPENDITURES 2019 Expenditures 2020 Expenditures 2020 Ending Fund Balance Total Expenditures Mid -Biennial Amendment Total Expenditures 2019 2020 Net Effect on 2020 EndingFund Balance 000 General $ 65,865,875 $ 65,821,945 S 14,045.513 $ 145,733,333 S 1,146,817 $ 1,899,329 $ (258,430) S 148,521,049 101 Lodging Tax 693,131 695,498 1,562,673 2,951,302 - - 247,323 3,198,625 103 Residential Street 6,616,000 5,701,000 222,621 12,539,621 (2,000,000) (161,077) 10,378,544 104 Medal Street 8,854,599 48,935.382 297,884 58,087,865 (3,000,000) (37,500,000) 101,560 17,689,425 105 Contingency 6,895,897 6,895,897 109,832 7,005,729 109 Drug Seizure Fund 60,000 60,000 216,507 336,507 1 336,507 2XX LTGO Debt Service 4.979.263 4,589,893 388,086 9,957.242 (387,693) 50,000 123,608 9,743,157 206 LID Guaranty 685,637 685,637 685.637 213 UTGO Bonds 2,841,675 3,713,175 40,117 6,594,967 6,594.967 233 2013 LID 688,637 668,613 707,287 2,064,537 2.064,537 301 Land Acquisition, Recreation & Park Dev. 605,000 50,000 609,282 1,264,282 670,000 25,000 1.959,282 302 Urban Renewal 235,000 215,000 1,783,064 2,233,064 5,362,629 7,595,693 303 General Government improvements 353,094 358,015 27.652 738,761 (200,000) 300,000 40.000 878,761 304 Fire Improvements 500,000 500,000 7,612 1,007,612 600.000 9,723 1,617,335 305 Public Safety Plan 39,896.578 40.028,146 2,211,825 82.136,549 3.794,469 85,931,018 306 City Facilities 4,629.000 4.785,000 9,414,000 9,600,000 5.565,590 24,579,590 401 Water 7,650,901 9.000.238 3,339,383 19.990,522 224,676 663,573 20,898,771 402 Sewer 10,774,916 9,783,035 8,440,479 28,998,430 625,361 412,289 30,036,080 411 Foster Golf Course 1,765,345 1,610,408 706,128 4,281,861 103,000 (20,979) (49,021) 4,314,881 412 Surface Water 8,933,224 7,302,426 1,578,653 17,814,303 309,814 1,530,986 19,655,103 501 Equipment Rental 4,435,204 1 3,777,658 2,502,670 10,715,532 2,874 417,129 11,135,535 502 Insurance Fund 6,904,662 7,412, 104 274,246 14,591,012 176,587 14,767,599 5031nsurance-LEOFF1 Fund 465,755 489,313 105,011 1,060,079 1,060,079 611 Firemen's Pension 69,991 69,991 1,457,874 1,597,856 1,597,656 Total $ 177.817,850 1 $ 215,766.840 1 $ 48.106,101 1 $ 441,690,791 1 $ 6,532,124 $(28.518,335)1 $ 12,541,180 1 $432,245.760 21 22 Attachment 2 Budget Proviso of the Tukwila City Council 2019-2020 Mid -Biennium Budget Amendment The following is hereby declared to be the legislative intent of the City Council regarding the General Fund appropriation to the Fire Department: 1. The City Council approves the $522,900 amendment to the Fire Department's 2019 budget with the expectation that the following conditions be met in 2020: a. The Fire Chief will deliver a 2019 Annual Report, per RCW 35A.92.030, to the City Council by the end of the 1st Quarter. b. The Fire Chief will deliver quarterly reports to the City Council discussing new revenue implementation and budget status updates including overtime and training. c. The Mayor and/or City Administrator will deliver a mid -year report to the City Council regarding budget status to date and projection for year-end. d. The City will hire a third -party consultant to review the Fire Department budgetary and management practices. e. The Fire Department will implement additional revenue sources and operational efficiencies while considering cost savings wherever appropriate. 2. It is expected that the Fire Department will operate within the adopted budget for 2020. If the above proviso conditions are met, the City Council may reconsider a budget amendment following the mid -year report. 23 24 Proposed Budget Changes - Summary by Fund 2019 Beginning Fund Balance Revenue Expenditure Ending Fund Balance Fund Adopted Budget Proposed Amendment s Proposed Revised Budget Adopted Budget Proposed Amendments Proposed Revised Budget Adopted Budget Proposed Amendments Proposed Revised Budget Adopted Budget Proposed Amendment s Proposed Revised Budget General Fund Depts. Mayo, - $ D 21,800 $ $ 21,800 $ Recreation 108,050 112,050 Community Development 270,581 270,581 Police 3,460 3,460 Fire 11,500 522,900 Street Maintenance 317,049 438,094 Transfers 100.000 1222 06R) Total General Fund 12,590,576 1,470,276 14,060,852 65,947,930 832,440 66,780,370 65,865,875 1,146,817 67,012,692 12,672,631 1,155,899 13,828,530 Special Revenue Funds: Lodging Tax 1,370,302 247,323 1,617,625 778,000 - 778,000 693,131 - 693,131 1,455,171 247,323 1,702,494 Contingency 6,447,329 109,832 6,557,161 148,568 - 148,568 - - - 6,595,897 109,832 6,705,729 LTGO Debt Service Funds (2XX) 387,669 57,983 445,652 4,979,262 (322,068) 4,657,194 4,979,263 (387,693) 4,591,570 387,668 123,608 511,276 Capital Projects Funds: Residential Streets 2,826,621 (2,711,077) 115,544 4,002,000 550,000 4,552,000 6,616,000 (2,000,000) 4,616,000 212,621 (161,077) 51,544 Bridges and Arterial Streets 3,621,865 (748,440) 2,873,425 6,819,000 (27650,000) 4,169,000 8,854,599 (37000,000) 5,854,599 1,586,266 (398,440) 1,187,826 Land Acquisition, Rec. and Park Dev. 1,019,562 - 1,019,562 128,320 6957000 823,320 6057000 670,000 1,275,000 542,882 25,000 567,882 General Government 337,761 140,000 477,761 200,500 - 200,500 353,094 (200,000) 153,094 185,167 340,000 525,167 Fire Impact Fees 7,412 159,723 167,135 500,100 450,000 950,100 500,000 600,000 1,100,000 7,512 9,723 17,235 Public Safety Plan 13,038,494 2,1947469 15,232,963 66,414,346 600,000 67,014,346 39,896,578 - 39,896,578 39,556,262 2,794,469 42,350,731 City Facilities (PW Shops) 1,914,000 11,165,590 13,079,590 7,500,000 - 7,500,000 4,629,000 9,600,000 14,229,000 4,785,000 1,565,590 6,350,590 Enterprise Funds: Water 5,149,522 908,249 6,057,771 7,317,000 - 7,317,000 7,650,901 - 7,650,901 4,815,621 908,249 5,723,870 Sewer 9,174,430 1,037,650 10,212,080 9,912,000 - 9,912,000 10,774,916 - 10,774,916 8,311,514 1,037,650 9,349,164 Golf 640,081 - 640,081 1,793,900 - 1,793,900 1,765,345 103,000 1,868,345 668,636 (103,000) 565,636 Surface Water 754,303 1,840,800 2,595,103 9,070,000 - 9,070,000 8,933,224 - 8,933,224 891,079 1,840,800 2,731,879 Internal Service Funds: Equipment Rental and Replacement $ 3,874,899 $ 420,003 $ 4,294,902 $ 3,619,089 $ - $ 3,619,089 $ 4,435,204 $ - $ 4,435,204 $ 3,058,784 $ 420,003 1 $ 3,478,787 Employee Healthcare Plan 1 1,137,704 1 - 1 1,137,704 1 6,563,872 1 - 1 6,563,872 1 6,904,662 11 6,904,662 1 796,914 1 - 1 796.914 N CP N O� 2020 Beginning Fund Balance Revenue Expenditure Ending Fund Balance Fund Adopted Budget Proposed Amendment s Proposed Revised Budget Adopted Budget Proposed Amendments Proposed Revised Budget Adopted Budget Proposed Amendments Proposed Revised Budget Adopted Budget Proposed Amendment s Proposed Revised Budget General Fund Depts. Council 1,141 Mayor 8,216 Administrative Services 2,004 Finance 6,076 Recreation 90, 99,024 Community Development 10,935 Court 4,783 Police - (521, 910) Fire 220,006 356,501 TIS 5,122 Public Works 15,777 Parks 4,488 Street Maintenance 6,566 Transfers - 1,900,000 Property Tax Revenue 175,000 - Total General Fund 12,672,631 1,155,899 13,828,530 67,194,827 485,000 67,679,827 65,821,945 1,899,329 67,721,274 14,045,513 (258,430) 13,787,083 Special Revenue Funds: Lodging Tax 1,455,171 247,323 1,702,494 803,000 - 803,000 695,498 - 695,498 1,562,673 247,323 1,809,996 Contingency 6,595,897 109,832 6,705,729 300,000 - 300,000 - - - 6,895,897 109,832 7,005,729 LTGO Debt Service Funds (2XX) 387,668 123,608 511,276 4,590,311 50,000 4,640,311 4,589,893 50,000 4,639,893 388,086 123,608 511,694 Capital Projects Funds: Residential Streets 212,621 (161,077) 51,544 5,711,000 - 5,711,000 57701,000 - 5,701,000 222,621 (161,077) 61,544 Bridges and Arterial Streets 1,586,266 (398,440) 1,187,826 47,647,000 (37,000,000) 10,647,000 48,935,382 (37,500,000) 11,435,382 297,884 101,560 399,444 Land Acquisition, Rec. and Park Dev. 542,882 257000 567,882 116,400 - 116,400 507000 25,000 75,000 609,282 - 609,282 General Government 185,167 3407000 525,167 200,500 - 200,500 358,015 300,000 658,015 27,652 40,000 67,652 Fire Impact Fees 7,512 9,723 17,235 500,100 - 500,100 500,000 - 500,000 7,612 9,723 17,335 Public Safety Plan 39,556,262 2,7947469 42,350,731 2,683,709 1,0007000 3,683,709 40,028,146 - 40,028,146 2,211,825 3,794,469 6,006,294 City Facilities (PW Shops) 4,785,000 1,5657590 6,350,590 - 4,000,000 4,000,000 4,785,000 5,5657590 10,350,590 - - - Enterprise Funds: Water 4,815,621 9087249 5,723,870 7,524,000 - 7,524,000 9,000,238 2247676 9,224,914 3,339,383 683,573 4,022,956 Sewer 8,311,514 1,037,650 9,349,164 9,912,000 - 9,912,000 9,783,035 625,361 10,408,396 8,440,479 412,289 87852,768 Golf 668,636 (103,000) 565,636 1,847,900 33,000 1,880,900 17810,408 (20,979) 1,789,429 706,128 (49,021) 657,107 Surface Water 891,079 1,840,800 2,731,879 7,990,000 - 7,990,000 7,302,426 309,814 7,612,240 1,578,653 1,530,986 3,109,639 Internal Service Funds: Equipment Rental and Replacement $ 3,058,784 $ 420,003 1 $ 3,478,787 $ 3,221,544 $ - $ 3,221,544 $ 3,777,658 $ 2,874 1 $ 3,780,532 $ 2,502,670 $ 417,129 $ 2,919,799 Employee Healthcare Plan 1 796,914 1 - 1 796,914 1 6,889,436 1 1767587 1 7,066,023 1 7,412,104 1 - 1 7,412,104 1 274,246 1 176,587 1 450,833 City of Tukwila 2019-2020 Mid -Biennium Budget Amendment Reconciliation of 2019-2020 Budget Summary to Ordinance REVENUES 2019 Beginning Fund Balance 2019 Revenues 2020 Revenues Total Revenues Mid -Biennial Amendment Total Revenues Beg.Fund Balance Adj. 2019 2020 000 General $ 12,590,576 $ 65,947,930 $ 67,194,827 $ 145,733,333 $ 1,470,276 $ 832,440 $ 485,000 $148,521,049 101 Lodging Tax 1,370,302 778,000 803,000 2,951,302 247,323 - - 3,198,625 103 Residential Street 2,826,621 4,002,000 5,711,000 12,539,621 (2,711,077) 550,000 - 10,378,544 104 Arterial Street 3,621,865 6,819,000 47,647,000 58,087,865 (748,440) (2,650,000) (37,000,000) 17,689,425 105 Contingency 6,447,329 148,568 300,000 6,895,897 109,832 7,005,729 109 Drug Seizure Fund 226,507 55,000 55,000 336,507 - 336,507 2XX LTGO Debt Service 387,669 4,979,262 4,590,311 9,957,242 57,983 (322,068) 50,000 9,743,157 206 LID Guaranty 685,037 300 300 685,637 - 685,637 213 UTGO Bonds 40,117 2,841,675 3,713,175 6,594,967 6,594,967 233 2013 LID 707,287 688,637 668,613 2,064,537 - 2,064,537 301 Land Acquisition, Recreation & Park Dev 1,019,562 128,320 116,400 1,264,282 695,000 1,959,282 302 Urban Renewal 2,213,064 10,000 10,000 2,233,064 - 2,233,064 303 General Government Improvements 337,761 200,500 200,500 738,761 140,000 - 878,761 304 Fire Impact Fees 7,412 500,100 500,100 1,007,612 159,723 450,000 1,617,335 305 Public Safety Plan 13,038,494 66,414,346 2,683,709 82,136,549 2,194,469 600,000 1,000,000 85,931,018 306 City Facilities 1,914,000 7,500,000 - 9,414,000 11,165,590 - 4,000,000 24,579,590 401 Water 5,149,522 7,317,000 7,524,000 19,990,522 908,249 - 20,898,771 402 Sewer 9,174,430 9,912,000 9,912,000 28,998,430 1,037,650 - 30,036,080 411 Foster Golf Course 640,081 1,793,900 1,847,900 4,281,881 - 33,000 4,314,881 412 Surface Water 754,303 9,070,000 7,990,000 17,814,303 1,840,800 - 19,655,103 501 Equipment Rental 3,874,899 3,619,089 3,221,544 10,715,532 420,003 - 11,135,535 502 Insurance Fund 1,137,704 6,563,872 6,889,436 14,591,012 - 176,587 14,767,599 503 Insurance - LEOFF 1 Fund 527,005 266,533 266,541 1,060,079 - 1,060,079 611 Firemen's Pension 1,449,856 74,000 74,000 1,597,856 1,597,856 Total $ 70,141,403 $199,630,032 $171,919,356 $ 441,690,791 $ 16,292,381 $ 155,372 $(31,255,413)1 $426,883,131 EXPENDITURES 2019 Expenditures 2020 Expenditures 2020 Ending Fund Balance Total Expenditures Mid -Biennial Amendment Total Expenditures Beg. Fund Balance Adj. 2019 2020 000 General $ 65,865,875 $ 65,821,945 $ 14,045,513 $ 145,733,333 $ 1,470,276 $ 832,440 $ 485,000 $148,521,049 101 Lodging Tax 693,131 695,498 1,562,673 2,951,302 247,323 - - 3,198,625 103 Residential Street 6,616,000 5,701,000 222,621 12,539,621 (2,711,077) 550,000 - 10,378,544 104 Arterial Street 8,854,599 48,935,382 297,884 58,087,865 (748,440) (2,650,000) (37,000,000) 17,689,425 105 Contingency - - 6,895,897 6,895,897 109,832 7,005,729 109 Drug Seizure Fund 60,000 60,000 216,507 336,507 - 336,507 2XX LTGO Debt Service 4,979,263 4,589,893 388,086 9,957,242 57,983 (322,068) 50,000 9, 443,157 206 LID Guaranty - - 685,637 685,637 - - 685,637 213 UTGO Bonds 2,841,675 3,713,175 40,117 6,594,967 6,594,967 233 2013 LID 688,637 668,613 707,287 2,064,537 - 2,064,537 301 Land Acquisition, Recreation & Park Dev 605,000 50,000 609,282 1,264,282 695,000 1,959,282 302 Urban Renewal 235,000 215,000 1,783,064 2,233,064 5,362,629 7,595,693 303 General Government Improvements 353,094 358,015 27,652 738,761 140,000 - 878,761 304 Fire Improvements 500,000 500,000 7,612 1,007,612 159,723 450,000 1,617,335 305 Public Safety Plan 39,896,578 40,028,146 2,211,825 82,136,549 2,194,469 600,000 1,000,000 85,931,018 306 City Facilities 4,629,000 4,785,000 - 9,414,000 11,165,590 - 4,000,000 24,579,590 401 Water 7,650,901 9,000,238 3,339,383 19,990,522 908,249 - 20,898,771 402 Sewer 10,774,916 9,783,035 8,440,479 28,998,430 1,037,650 - 30,036,080 411 Foster Golf Course 1,765,345 1,810,408 706,128 4,281,881 - 33,000 4,314,881 412 Surface Water 8,933,224 7,302,426 1,578,653 17,814,303 1,840,800 - 19,655,103 501 Equipment Rental 4,435,204 3,777,658 2,502,670 10,715,532 420,003 - 11,135,535 502 Insurance Fund 6,904,662 7,412,104 274,246 14,591,012 - 176,587 14,767,599 503 Insurance - LEOFF 1 Fund 465,755 489,313 105,011 1,060,079 - 1,060,079 611 Firemen's Pension 69,991 69,991 1 1,457,874 1 1,597,856 - 1,597,856 Total $ 177,817,850 $215,766,840 1 $ 48,106,101 1 $ 441,690,791 1 $ 16,292,381 $ 5,518,001 $(31,255,413)1 $432,245.760 27 w City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance Committee FROM: Laurel Humphrey, Council Analyst CC: Mayor Ekberg DATE: September 12, 2019 SUBJECT: Marijuana Retail Zoning Considerations ISSUE Chair McLeod has requested the Committee review considerations around expanding opportunities for marijuana retail establishments through zoning. After a preliminary discussion on February 25, 2019, information requested by Committee members includes other cities' experiences, public safety concerns, financial impact, and changes to state law or implementation BACKGROUND Initiative 502 passed in November 2012 and created a comprehensive regulatory approach on marijuana with state -licensed producers, processors and retailers. Through the rulemaking process the Liquor and Cannabis Board adopted regulations on the number of retail store licenses for jurisdictions, determining a maximum of 2 for Tukwila. The state has issued licenses for both: Mount Baker Retail Partnership, LLC (12539 E Marginal way S) and Forbidden Flower (13003 Tukwila International Boulevard). On September 3, 2013, the City Council adopted Ordinance 2407 to implement Initiative 502, which received a yes vote in all but one Tukwila precinct. In Tukwila, marijuana retailers, producers and processors are permitted uses in Tukwila Valley South and Heavy Industrial Zones, subjectto the 1,000-foot exclusion rule. In 2015, 2SSB 5052 and HB 2136 allowed cities to reduce buffers from 1000 to 100 feet around all entities except elementary and secondary schools and public playgrounds. In 2017, the City Council received two separate requests to expand permitted marijuana retail zones but denied both on February 13, 2017. DISCUSSION The state marijuana excise tax and its distributions has changed overtime and can be altered in any future legislative session. The State currently taxes marijuana through a single excise tax of 37% at the time of retail sale, in addition to the regular state and local sales tax, and $30M of that revenue is shared with cities, towns and counties. There are two components to the distributions: 1) per capita share to all jurisdictions that allow the siting of producers, processors and retailers; 2) retail share to all jurisdictions where licensed retailers are physically located and in proportion to total statewide retail sales. Tukwila does not have any marijuana businesses and therefore does not receive sales - based revenue. Tukwila's per capita distribution has been: Year* Revenues 2019 (through June) 11,513.60 2018 30,275.81 2017 4,697.34 `City Fiscal Year Jan 1 - Dec 3 29 INFORMATIONAL MEMO Page 2 It is difficult to estimate what Tukwila would receive for its retail share if the two state -issued licenses were active businesses. The formula depends not only on population but also on marijuana retail sales as a proportion of total retail sales, as well as the number/total population of cities and counties that prohibit marijuana. MRSC used to offer an estimate calculator but discontinued it due to complexity of the formula. The chart below shows the 2018 marijuana excise revenue for neighboring cities: City (number of locations) Population 2018 Marijuana Excise Revenue* Burien (2) 51,671 $79,698 Auburn (2) 80,776 $182,375 Des Moines (1) 31,238 $90,725 Renton (3) 101,379 $201,378 'State Fiscal Year: July 1 - June 30 Crime & Safety around Retail Locations While the private recreational and medical use of marijuana is legal, police officers may arrest individuals for driving under the influence of marijuana and they may issue citations for consuming marijuana in public. Earlier this year, Commander Harrison provided an analysis of crime reports from the other valley cities that allow retail marijuana: Auburn (2 locations), Des Moines (1 location), and Renton (3 locations). Des Moines had the highest number of calls at the business address (52 from Jan 2018 - Feb 2019). Of the 52 calls in Des Moines, only 21 were criminal in nature, while the other 31 were service -type calls (alarms, disputes, welfare checks, fire assist, solicitor, unwanted and/or suspicious subjects). The Des Moines location (23400 Pacific Highway South) would be an area that is high in foot traffic and more likely to have the types of calls generated when there are many pedestrians in the area. From January 2017 to February 2019, the two Auburn locations had a total of 13 case reports each (.52 cases per month per location). Auburn did not provide their call types/volume. The Auburn totals were as follows: 6 thefts, 8 trespasses, 3 burglaries, 5 alarms, 1 robbery, 1 auto theft. From January 2017 to February 2019, the three Renton locations had a total of 25 case reports (.33 cases per month per location). Most of the Renton case reports were for theft (9 cases). They also had a total of burglaries and 1 robbery at these locations. Renton did not provide any call information, only case reports taken. The Renton totals are as follows: 9 thefts, 4 burglaries, 1 robbery, 2 assaults, 2 identity thefts, 2 warrant arrests, 2 recovery OSA stolen vehicles, 1 harassment, 1 vehicular assault, 1 suspicious person/situation. A Liquor and Cannabis Board agent provided some additional information. Between January 2017 and February 2019, of the 9 retail locations, there were 9 robberies. Six of the locations were robbed, 3 were robbed twice. All the robberies involved the use of a firearm. During one of the robberies, an employee was shot, during another, an employee was "pistol-whipped." One of the businesses was also the victim of an attempted burglary that involved the burglar shooting at the door locks in an unsuccessful attempt to gain entry. It should be noted that the Liquor and Cannabis Board only has information on felony crimes that occurred inside of the business; they don't track the misdemeanors or anything that happened outside in the parking lot or surrounding areas. 30 INFORMATIONAL MEMO Page 3 RECOMMENDATION Staff is seeking Committee direction on next steps. If a majority of the City Council wishes to expand the zoning for retail marijuana, it would require ordinance development and a public outreach and hearing process that would need to be factored into the 2020 work plan. ATTACHMENTS Map Marijuana Excise Tax Excerpt from Revenue Guide for Washington Cities & Towns 31 32 �J�.p11LA {yqs O Z J � Q ~ 1906 Zoning Districts where Marijuana Businesses are Allowed (with WA State Liquor Control Board buffer areas shown) Legend j HI Heavy Industrial = TVS Tukwila Valey South White Areas = Locations restricted by WSLCB and zones where marijuana businesses are not permitted Date Saved: 03/14/2015 1:49,41 PM 33 34 Marijuana Excise Tax Quick Summary • A portion of the state's marijuana excise tax is distributed to cities and counties depending on their marijuana policies. • Two separate components: o Per capita share distributed to all cities and counties that do not prohibit marijuana businesses. o Retail share distributed to cities and counties where marijuana retailers are located, in proportion to statewide marijuana revenues. No clear guidance on use of revenues, but stated intent of 1-502 is that marijuana legalization will "[allow] law enforcement resources to be focused on violent and property crimes [and generate] new state and local tax revenue for education, health care, research, and substance abuse prevention." RCW: 69.50.540(2)(g) Initiative 502 (1-502), which was approved by voters in 2012, legalized recreational marijuana and authorized marijuana excise taxes. Marijuana excise taxes are imposed and collected by the State of Washington; as of 2018, the state imposes a 37% marijuana excise tax on the retail sale of marijuana, marijuana concentrates, and marijuana -infused products (RCW 69.50.535 and WAC 314-55-089). Cities and counties may not impose additional local excise taxes upon the sale of marijuana. However, the state shares some of the excise tax revenues with cities and counties, as mandated by 1-502.61 The actual revenues received by cities depend on legislative appropriations from the state budget. The state legislature has previously attempted to reduce local marijuana excise tax distributions, and like all shared revenues these distributions could be changed in future legislative sessions. Marijuana excise tax distributions depend in significant part upon local marijuana policies and regulations. The regulatory approach that each city adopts, as well as the number of local marijuana retailers, will determine whether the city receives any marijuana excise tax revenue (and how much). Eligibility and Distribution Formula There are two separate components to marijuana excise tax distributions: Per capita share: Distributed on a strictly per capita (population) basis to all cities, towns, and counties that allow the siting of marijuana producers, processors, AND retailers. Any jurisdiction that prohibits marijuana producers, processors, OR retailers is not eligible. Retail share: Distributed to all cities, towns, and counties where licensed marijuana retailers are physically located, and in proportional share to total statewide marijuana retail sales. 60 The intent of 1-502 states, among other things, that it will "[generate] new state and local tax revenue" [emphasis added], although it does not specify how the revenue will be shared with local governments or how much will be shared. Revenue Guide for Washington Cities and Towns I Last Updated February 2019 131 35 The different distribution formulas mean that some jurisdictions will receive both the per capita and retail distributions, while others may receive only one or the other, and some jurisdictions will receive neither. The chart below shows a few hypothetical scenarios to illustrate the differences. Hypothetical Marijuana Excise Tax Distribution Scenarios Eligible for per Eligible for capita share? retail share? City allows marijuana production, processing, and retail and has at least Yes Yes one retailer located within the jurisdiction. City prohibits marijuana entirely and has no retailers located within the No No jurisdiction. Town took no action to prohibit marijuana, but is small enough that no marijuana businesses can locate there under state law due to the buffer Yes No requirements. City prohibits marijuana producers and processors but allows retailers No Yes and has at least one retailer located within the jurisdiction. City currently prohibits new marijuana businesses but has existing retail- No Yes ers that are grandfathered in. City prohibits marijuana retail and has no retailers but allows marijuana No No production and processing. Each year by September 15, the LCB must provide the state treasurer with the annual distribution amount for each county and city. For the most recent legislative appropriations and distribution estimates, refer to our annual Budget Suggestions publication, released every year at the end of July. Use of Revenues The restrictions on the use of marijuana excise tax revenues are somewhat murky, as there is no clear statute stating how the funds must be used. However, the notes in RCW 69.50.540 reference RCW 69.50.101 and the stated intent of 1-502, which states that marijuana legalization will "[allow] law enforcement resources to be focused on violent and property crimes [and generate] new state and local tax revenue for education, health care, research, and substance abuse prevention." Timing of Receipts Payments are distributed quarterly on the last business day of March, June, September, and December. The State Treasurer's Office distributes both the "per capita" and "retail" shares together in one payment using the same BARS code. Revenue Guide for Washington Cities and Towns I Last Updated February 2019 132 36