HomeMy WebLinkAboutCOW 2011-11-14 Item 5A.2 - Ordinance - Increase Property Tax Levy by 1% for 2012COUNCIL AGENDA SYNOPSIS
Initials ITEM NO.
Meelhtz Date Prepared by I Mayor's review Council review
11/14/11 1 PMc LAM (14' 1 4
11/21/11 PMc
i 5.A.
ITEM INFORMATION
CAS NUI B]3 'R: STAFF SPONSOR: PEGGY MCCARTHY ORIG INA], AGENDA DATF: 11/14/11
AGI-_.NDA IT M Trrt,I An ordinance levying property taxes for 2012 and an ordinance increasing the
regular property tax levy one percent from the previous year.
C,� i'I�:GORY Discussion Motion Resolution Ordinance Bid2livard Public Hearing Other
D4tg Date 11/14/11 1AZtg Date Nltg Date Alt g Date 11/21/11 Mtg Date rA2tg Date 11/14/11 11Itg Dale
SPONSOR Council Mayor HR DCD Finance .Fire IT P &R ❑Police PlV'
SPONSOR'S City Council is being asked to approve an ordinance levying property tax for 2012 and an
SUMMARY ordinance increasing the regular property tax levy one percent from the previous year.
Ri -I ;�xil :D I3Y CO \U Mtg. CA &P Cmte F &S Cmte Transportation Cmte
utilities Cmte Arts Comm. Parks Comm. Planning Comm.
DATE: 11/08/11 COMMITTEE CHAIR: HOUGARDY
RECOMMENDATIONS:
SPONs( /ADMIN. Finance
COmm""ITEr Unanimous Approval; Forward to Committee of the Whole
COST IMPACT FUND SOURCE
EXPI- :NDI'TUR1 R73OUlltED AMOUNT BUDGETED APPROPRIATION ,REQUIRED
$0
Fund Source:
Comments:
MTG. DATE
11/14/11
I MTG. DATE
11/14/11
11/21/11
RECORD OF COUNCIL ACTION
ATTACHMENTS
Informational memorandum dated 11/3/11
Draft Ordinances (2)
Preliminary Levy Limit Worksheet
Minutes from the Finance Safety Committee Meeting of 11/8/11
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City of Tukwila
Jim Haggerton, Mayor
INFORMATIONAL MEMORANDUM
TO:
FROM:
DATE:
SUBJECT
ISSUE
Mayor Haggerton
Finance and Safety Committee
Peggy McCarthy, Interim Finance Director
November 9, 2011
2012 Property Tax Levy
The Council must consider and pass a property tax levy for 2012 by November 30, 2011.
BACKGROUND
A Public Hearing for adoption of the 2012 property tax levy is required by RCW 84.55.120. The
Hearing is scheduled for November 14, 2011.
The City was notified on October 31, 2011 that the assessed value for Tukwila for 2012 is projected
to be $4,662,144,321. This represents a decrease of $147,342,465, or 3.06 from the 2011
assessed value of $4,809,486,786. The allowable levy projected by King County and documented
on the Preliminary Levy Limit Worksheet -2012 Tax Roll is $13,737,816, representing the maximum
101 increase allowed.
DISCUSSION
The assessed value and the allowable levy are subject to change until final levy rate determination.
A levy amount of $13,800,000 will be used for the ordinance. If the final allowable levy is less than
the ordinance amount, King County Department of Assessments will adjust the ordinance amount to
the final allowable levy amount and no further action by the Council will be required. If the final
allowable levy is more than the ordinance amount, a revised ordinance will be presented to Council
at the Regular Meeting on December 5, 2011 for approval.
RECOMMENDATION
The Council is being asked to consider the ordinance adopting the General Tax Levy and the
ordinance adopting the Regular Tax Levy at the November 14, 2011 Committee of the Whole
meeting and the subsequent November 21, 2011 Regular Meeting. A public hearing has also
been scheduled at the November 14, 2011 Committee of the Whole.
ATTACHMENTS
Draft Ordinances
Preliminary Levy Limit Worksheet 2012 Tax Roll
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AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, LEVYING THE GENERAL TAXES
FOR THE CITY OF TUKWILA IN KING COUNTY FOR THE
FISCAL YEAR COMMENCING JANUARY 1, 2012, ON ALL
PROPERTY, BOTH REAL AND PERSONAL, IN SAID CITY,
WHICH IS SUBJECT TO TAXATION FOR THE PURPOSE OF
PAYING SUFFICIENT REVENUE TO CARRY ON THE SERVICES
OF THE SEVERAL DEPARTMENTS OF SAID CITY FOR THE
ENSUING YEAR, AS REQUIRED BY LAW; PROVIDING FOR
SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, the City Council of the City of Tukwila has considered the City's
anticipated financial requirements for 2012 and the amounts necessary and available to be
raised by ad valorem taxes on real, personal and utility property, and
WHEREAS, the final assessed valuation calculation has been determined;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY ORDAINS AS FOLLOWS:
Section 1. Regular Tax Levy.
A. There shall be and hereby is levied on all real, personal and utility property in the
City of Tukwila, in King County, whose estimated assessed valuation is $4,662,144,321,
current taxes for the ensuing year commencing January 2012, in the amount and at the
rates specified below:
Amount
Regular Tax Levy $13,800,000
B. The said taxes herein provided for are levied for the purpose of payment upon the
general bonded indebtedness of the City of Tukwila, the General Fund, and for the
maintenance of the departments of the municipal government of the City of Tukwila for the
fiscal year beginning January 1, 2012.
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Section 2. Collection. This ordinance shall be certified to the proper County
officials, as provided by law, and taxes here levied shall be collected to pay to the Finance
Director of the City of Tukwila at the time and in the manner provided by the laws of the
State of Washington for the collection of taxes for non chartered code cities.
Section 3. 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 4. 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 5. 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
January 1, 2012.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at
a Regular Meeting thereof this day of 2011.
ATTEST /AUTHENTICATED:
Christy O'Flaherty, CMC, City Clerk
APPROVED AS TO FORM BY:
Shelley M. Kerslake, City Attorney
Jim Haggerton, Mayor
Filed with the City Clerk:
Passed by the City Council:
Published:
Effective Date:
Ordinance Number:
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AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, INCREASING THE CITY OF
TUKWILA REGULAR LEVY FROM THE PREVIOUS YEAR,
COMMENCING JANUARY 1, 2012, ON ALL PROPERTY,
BOTH REAL AND PERSONAL, IN COMPLIANCE WITH
RCW 84.55.120; PROVIDING FOR SEVERABILITY; AND
ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, the City of Tukwila has properly given notice of a public hearing held on
November 14, 2011, pursuant to RCW 84.55.120; and
WHEREAS, after hearing and duly considering all relevant evidence and testimony
presented, the City Council has determined that in order to discharge its expected
expenses and obligations the City requires an increase in property tax revenue from the
previous year, in addition to the increase resulting from the addition of new construction
and improvements to property and any increase in the value of State assessed property;
and
WHEREAS, the City Council has determined it is in the City's best interest and
necessary to meet its expenses and obligations for the property tax revenue to be
increased for 2012, and the final assessed valuation calculation has been determined;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY ORDAINS AS FOLLOWS:
Section 1. An increase in the regular property tax levy, in addition to any amount
resulting from the addition of new construction and improvements to property and any
increase in the value of State assessed property, is hereby authorized for the 2012 levy in
the amount of $103,245, which is a percentage increase of 1.0% from the previous year.
This increase is exclusive of additional revenue resulting from new construction,
improvements to property, any increase in the value of State assessed property, any
annexations that have occurred and refunds made.
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Section 2. Corrections by City Clerk or Code Reviser. Upon approval of the
City Attorney, the City Clerk and the code reviser are authorized to make necessary
corrections to this ordinance, including the correction of clerical errors; references to
other local, state or federal laws, codes, rules, or regulations; or ordinance numbering
and section /subsection numbering.
Section 3. Severability. If any section, subsection, paragraph, sentence, clause or
phrase of this ordinance or its application to any person or situation should be held to be
invalid or unconstitutional for any reason by a court of competent jurisdiction, such
invalidity or unconstitutionality shall not affect the validity or constitutionality of the
remaining portions of this ordinance or its application to any other person or situation.
Section 4. Effective Date. This ordinance or a summary thereof shall be published
in the official newspaper of the City, and shall take effect and be in full force and effect
January 1, 2012.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at
a Regular Meeting thereof this day of 2011.
ATTEST /AUTHENTICATED:
Christy O'Flaherty, CMC, City Clerk
APPROVED AS TO FORM BY:
Shelley M. Kerslake, City Attorney
Jim Haggerton, Mayor
Filed with the City Clerk:
Passed by the City Council:
Published:
Effective Date:
Ordinance Number:
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LEVY LIMIT WORKSHEET 2012 Tax Roll
TAXING DISTRICT: City of Tukwila
The determination of your regular levy limit for 2012 property taxes is provided by the King County
Assessor pursuant to RCW 84.55.100.
Annexed to Library District (Note 1) Estimated Library rate: 0.50000
Using Limit Factor Using Implicit
For District Calculation of Limit Factor Levy Price Deflator
13,463,176 Levy basis for calculation: (2011 Limit Factor) (Note 2) 13,463,176
1.0100 x Limit Factor 1.0276
13,597,808 Levy 13,834,086
7,007,838 Local new construction 7,007,838
0 Increase in utility value (Note 3) 0
7,007,838 Total new construction 7,007,838
2.82566 x Last year's regular levy rate 2.82566
19,802 New construction levy 19,802
13,617,610 Total Limit Factor Levy 13,853,888
Annexation Levy
0
Omitted assessment levy (Note 4)
0
13,617,610
Total Limit Factor Levy new lid lifts
13,853,888
4,662,144,321
Regular levy assessed value less annexations
4,662,144,321
2.92089
Annexation rate (cannot exceed statutory maximum rate)
2.97157
0
x Annexation assessed value
0
0
Annexation Levy
0
Lid lifts, Refunds and Total
0
First year lid lifts
0
13,617,610
Limit Factor Levy
13,853,888
13,617,610
Total RCW 84.55 levy
13,853,888
120,206
Relevy for prior year refunds (Note 5)
120,206
13,737,816
Total RCW 84.55 levy refunds
13,974,094
Levy Correction: Year of Error +or
13,737,816
ALLOWABLE LEVY (Note 6)
13,974,094
Increase Information (Note 7)
2.94667
Levy rate based on allowable levy
2.99735
13,494,563
Last year's ACTUAL regular levy
13,494,563
103,245
Dollar increase over last year other than N/C Annex
339,523
0.77%
Percent increase over last year other than N/C Annex
2.52%
Calculation of statutory levy
Regular levy assessed value (Note 8)
4,662,144,321
x Maximum statutory rate
3.10000
Maximum statutory levy
14,452,647
+Omitted assessments levy
0
Maximum statutory levy
14,452,647
Limit factor needed for statutory levy
Not usable
ALL YEARS SHOWN ON THIS FORM ARE THE YEARS IN WHICH THE TAX IS PAYABLE.
Please read carefully the notes on the reverse side.
11/02/11 11:59 AM
LevyLimitWS.doc
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Notes:
1) Rates for fire districts and the library district are estimated at the time this worksheet is
produced. Fire district and library district rates affect the maximum allowable rate for cities
annexed to them. These rates will change, mainly in response to the actual levy requests
from the fire and library districts. Hence, affected cities may have a higher or lower
allowable levy rate than is shown here when final levy rates are calculated.
2) This figure shows the maximum allowable levy, which may differ from any actual prior levy
if a district has levied less than its maximum in prior years. The maximum allowable levy
excludes any allowable refund levy if the maximum was based on a limit factor. The
maximum allowable levy excludes omitted assessments if the maximum was determined by
your district's statutory rate limit. If your district passed a limit factor ordinance in the year
indicated, that limit factor would help determine the highest allowable levy. However, if the
statutory rate limit was more restrictive than your stated limit factor, the statutory rate limit is
controlling.
3) Any increase in value in state assessed property is considered to be new construction value
for purposes of calculating the respective limits. State assessed property is property
belonging to inter- county utility and transportation companies (telephone, railroad, airline
companies and the like).
4) An omitted assessment is property value that should have been included on a prior year's roll
but will be included on the tax roll for which this worksheet has been prepared. Omits are
assessed and taxed at the rate in effect for the year omitted (RCW 84.40.080 -085). Omitted
assessments tax is deducted from the levy maximum before calculating the levy rate for
current assessments and added back in as a current year's receivable.
5) Administrative refunds under RCW 84.69.020 were removed from the levy lid by the 1981
legislature.
6) A district is entitled to the lesser of the maximum levies determined by application of the
limit under RCW 84.55 and the statutory rate limit. Levies may be subject to further
proration if aggregate rate limits set in Article VII of the state constitution and in RCW
84.52.043 are exceeded.
7) This section is provided for your information, and to assist in preparing any Increase
Ordinance that may be required by RCW 84.55.120. The increase information compares the
allowable levy for the next tax year with your ACTUAL levy being collected this year. The
actual levy excludes any refund levy and expired temporary lid lifts, if applicable. New
construction, annexation and refund levies, as well as temporary lid lifts in their initial year,
are subtracted from this year's allowable levy before the comparison is made.
8) Assessed valuations shown are subject to change from error corrections and appeal board
decisions recorded between the date of this worksheet and final levy rate determination.
11/02/11 11:59 AM
Levy Lini WS.doc
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FINANCE AND SAFETY COMMITTEE DRAFT
Meeting Minutes
November 8, 2011— 4: 00 p.m.; Conference Room 93
City of Tukwila
Finance and Safety Committee
*N0TE::4pecia1.Ytar1 .Thee
PRESENT
COLmcllmembers: Kathy Hougardy, Chair; Joan Hernandez and Dennis Robprtson
Staff: Peggy McCarthy, Craig Zellerhoff, Mike Villa, David (641and Joyce Trantina, Bob Giberson,
Gail Labanara, Derek Speck, Katherine Kertzman, Rjck'Still
Others: Chuck Parrish, Ellen Gengler
CALL TO ORDER: Chair Hougardy called the meeting to order 'at 4:00 p.ma
nom.
I. PRESENTATIONS HV
No presentations.
II. BUSINESS AGENDA
A. Rock `N' Roll Marathon Sponsorship
Staff is seeking Council approval to ent alto a sponsors ffpJgagreement with Competitors Group for the
2012 Rock `N' Roll Seattle Marathon and,/2` in the' ount of $50,000. This is largely due to a
change in the route for the Marathon, gtuing the group /sponsors a1 opportunity to grow the size of the
event. The City received good visibility from th _event, as wel as good practice for emergency
management activities Tls�J -be a joint rriarket�ng:po�oct/sponsors� with Seattle Southside Visitors
Services between the cares of Tttkw�ala, SeaTaE Kent a7 d Des~ ones and the Tukwila portion of the cost
is $16,500 which will be funded from the lodgiiiA' nd. Pv
UNANIMOUS,APPROV L. FORWARD TO NOVEMBER 14 COW FOR DISCUSSION.
B. Resolution: ProcuremenUCard Process
Staff is peeking COUflC'I 4broval of a resolution thatradopts the City's Procurement Card Program.
The purpose of the PCardWgram wOto increase efficiencies by streamlining the purchasing process,
reduce purchase orders and the use of petty cash. The City also gets a rebate from the bank (about
$48K /yeas �Eas'ed on a recent audit, it was discovered that City Council needs to approve the new
process, per the drafted Resolution.
UNANIMOUS APPROVAL FORWARD TO NOVEMBER 14 COW FOR DISCUSSION.
C. Ordinances: 2012 Tax Levvw
Staff is seeking Council approval of an ordinance increasing the City's Regular Property Tax Levy from
the previous year and an ordinance levying the General Taxes.
After discussion regarding the tax levy, it was suggested that staff consider combining these two
resolutions into one combined resolution in future years. Dennis asked that staff investigate how far the
property tax would have to go before the City actually sees a decline in revenues, since the property
assessments have not shifted in a positive direction yet.
UNANIMOUS APPROVAL. FORWARD TO NOVEMBER 14 COW FOR PUBLIC HEARING
AND DISCUSSION.
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