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HomeMy WebLinkAboutCSS 2022-09-26 COMPLETE AGENDA PACKETCity of Tukwila Community Services and Safety Committee O Kathy Hougardy, Chair O Mohamed Abdi Tosh Sharp AGENDA Distribution: K. Hougardy Ni. Abdi T. Sharp T. McLeod Mayor Ekberg D. Cline R. Bianchi C. O'Flaherty A. Youn L. Humphrey MONDAY, SEPTEMBER 26, 2022 — 5:30 PM THIS MEETING WILL BE CONDUCTED BOTH ON-SITE AT TUKWILA CITY HALL AND ALSO VIRTUALLY. ON-SITE PRESENCE WILL BE IN THE HAZELNUT CONFERENCE ROOM (6200 SOUTHCENTER BOULEVARD) THE PHONE NUMBER FOR THE PUBLIC TO PARTICIPATE IN THIS MEETING IS: 1-253-292-9750, Access Code 188813633# Click here to: Join Microsoft Teams Meeting For Technical Support during the meeting call: 1-206-433-7155. Item Recommended Action Page 1. BUSINESS AGENDA a. 2023-2024 Human Services funding recommendations. a. Committee consideration/ Pg.1 Stacy Hansen, Human Services Program Coordinator decision. b. Proposed 2023-2024 Biennial Budget: b. Forward to 9/26 C.O.W. Pg.11 Public Safety Plan Fund budget. Meeting. Rachel Bianchi, Deputy City Administrator, and Vicky Carlsen, Finance Director c. Proposed 2023-2024 Biennial Budget: c. Forward to 9/26 C.O.W. Pg.17 LEOFF 1 Retiree Health Care budget. Meeting. Vicky Carlsen, Finance Director 2. MISCELLANEOUS Next Scheduled Meeting: October 10, 2022 SThe City of Tukwila strives to accommodate individuals with disabilities. Please contact the City Clerk's Office at 206-433-1800 (TukwilaCityClerk@TukwilaWA.gov) for assistance. City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: City Council CC: Mayor Ekberg FROM: Stacy Hansen, Human Services Program Coordinator DATE: September 12, 2022 SUBJECT: Human Services non-profit funding recommendations 2023/24 ISSUE The Committee is being asked to approve the 2023/2024 funding recommendations of the Human Services Advisory Board. BACKGROUND The Tukwila Human Service Advisory Board (HSAB) has completed their funding recommendations for the 2023/24 budget year. Advisory Board members represent a range of expertise in social services, knowledge of community needs and the desire to fund programs that contribute to our mission to provide superior services that support a safe, inclusive, and healthy community. In early spring, Human Services staff engaged board members in a variety of training opportunities including Implicit Bias with Benita Horn, training on the Equity Tool kit provided by EPIC, and a presentation on the 2023/2024 City- wide draft budget with an opportunity to ask specific questions about community impact. As a result of these additional trainings, the HSAB was able to make time relevant, thoughtful funding recommendations. Knowing that COVID continues to impact our community with wage loss, board members reviewed proposals while focusing on long lasting economic impacts, resident stabilization, gap -filling programs, and equitable access for residents. During the RFP review process, HS staff and the Advisory Board embarked on a pilot project that included a unique customization of the draft Equity Tool kit so it could be used to review each individual RFP application. There were 55 completed applications totaling $923,970 in funding requests. The RFP application is a collaborative effort by the Human Services Funding Consortium between 17 south, north, and east King County cities. The RFP application includes a very specific question on how organizations are working to address internal disparities in equity and how their efforts are impacting programming and the communities' that they are serving. The modified tool kit asked relevant questions that were answered directly from each application. As each RFP application was discussed, highlights were noted on equity, diversity of staff, board members and residents and the impacts of their efforts on outcomes and removing barriers to improve accessibility. With our on-going focus on equity and accessibility, HS advisory board members were able to contribute to the RFP review process in a way that was inclusive, participatory, and utilized their individual strengths. HSAB members were divided into two reading groups. Each meeting staff introduced the program, discussed the Equity Tool Kit worksheet focusing on new programs, and group discussion that led to the attached funding recommendations (attachment A). Board members spent anywhere from 10-15 hours reading, rating, and reviewing their assigned applications. Due to the on-going challenges of COVID and a wide range of schedules, we continued to meet virtually. Staff and board members met six times (17 hours total) throughout the summer utilizing Microsoft 1 INFORMATIONAL MEMO Page 2 Teams meetings. The team thoroughly discussed the merits of each application and how programs met the needs of our most vulnerable residents. They closely reviewed content, accessibility, inclusion, fiscal soundness, duplication, cost efficiencies and each program's history/ability to engage with the Tukwila community. Of the 55 applications received, one previously funded non-profit program (International Rescue Committee) did not re -apply to Tukwila for funding in the 2023/24 budget. A previously funded program asked for a decrease (Crisis Connections Teen Link), 22 applications were new agencies that were not funded in current biennium. The HSAB made recommendations based on the same budget as 2021/22, $433,000, which includes $14,514 held in the contingency fund. The HSAB recommended funding four+ new programs (shown in green), 23 previously funded programs were recommended for increases (shown in bold black), two previously funded programs were decreased (shown in purple). Funds from programs that were reduced or not funded again were reallocated to new programs that met unmet needs/gaps in services or increased funding to high performing organizations (see attachment A & B). In 2020, City Council allocated an additional $250,000 for 2021 for the Human Services program to lessen the deep financial burden that COVID had on many Tukwila residents. Funds were utilized with a well-rounded approach that included increased funding to agencies who were seeing significant demands for services, and HS staff expanded their internal rent and utility assistance program that included adding a temporary, part-time staff member. During this time, Council also re -figured the split of Substitute HB 1406 recaptured sales tax into a 90% (internal rent assistance program) and 10% SKHHP (South King Homeless and Housing Partners) focus on creating affordable housing. Further, the Council allocated $500,000 of ARPA funds for rental and utility assistance in 2022. Staff anticipates spending approximately $3000,000 of those funds in 2022 and rolling any remining balance to 2023 in the event that COVID impacts remain in the Tukwila community next year. While COVID related wage loss is still a factor for some residents, a significant amount of funding has been allocated through the King County Eviction Prevention Rental Assistance Program and dispersed within the Tukwila community. Thanks to the City Council allocations of additional rent and utility assistance funds over the last three years, the Human Services staff has been able to serve almost 500 unduplicated households that met strict program requirements (graph below). 2 INFORMATIONAL MEMO Page 3 2019-2022 City Council funding allocations to Human Services Purpose amount budget HH assisted unduplicated 1 CBO increased need 50,000 GF Council allocation to HS budget $250,000 p/t HS staff 45,000 rent/utility assistance 155,000 Total 2021 spent/allocation 250,000 93 2 Rent assistance (COVID wage loss) HB 1406 recaptured sales tax; temporary split, 90% HS - 10% SKHHP 2020 110,777 104 (annual HS max $148,000) 2021 85,000 72 2022 22,121 21 Total program spent 217,898 197 3 Rent & Utility Assistance ytd 200,105 ARPA Council allocation to HS budget $500,000 P/T staff 25,000 Total program spent 225,105 92 Total spent $598,003 Total unduplicated households 499 3 4 Attachment A: Programs that were recommended for funding for the 2023/24 budget cycle are listed below. WELLNESS (PHYSICAL, DENTAL, BEHAVIORAL, WELL-BEING) 1. After School All Stars Academy — Tutoring and Mentoring - $5,500 increased to: $7000 ASAS provides Tutoring and Mentoring at Showalter, focusing on Academic Readiness, Career Exploration, STEM, Wellness, and the Arts. 2. Childhaven — School Based Behavioral Health/Substance Use - $86,412 decreased to: $35,000 Funding supports the presence of Childhaven therapists in Tukwila Schools. Therapists work with students and their families to address a wide range of emotional/behavioral issues. 3. Children's Therapy Center - $7,256 increased to: $7500 Funding helps cover the cost of doctor prescribed, developmentally necessary pediatric, of/pt, speech and feeding therapy services; parent/caregiver training, special education, and playgroups. 4. Communities in Schools — Liaisons — new $5,500 Guided by core values of equity, opportunity, collaboration, CIS staff deliver a unique model of Integrated Student Support that creates equity in educational opportunities & student empowerment. 5. Consejo — Counseling & Referral new: $5000 Programs include community advocacy -based counseling, sexual assault, mental health, and wellness services, transitional housing services offered in a holistic & culturally sensitive approach. 6. Crisis Connections — 24-hour Crisis Line - $3,000 increased to: $3408 The Crisis Line's trained and supervised volunteers provide emergency telephone intervention for residents in crisis or emotional distress. As needed, callers can obtain direct linkage to emergency mental health services. 7. Crisis Connections — Teen Link - $2000 decreased to: $1000 An anonymous help line answered by supervised, teen volunteers, evenings from 6-10 pm, providing confidential, safe place for youth to seek support. Provides Youth Suicide Prevention education in schools. 8. DAWN Community Advocacy & Crisis Line program - $4,000 $4000 One-on-one advocacy, peer support groups and youth prevention programs are offered to residents impacted by domestic violence. 9. Health Point Dental Care - $6,288 increased to: $7500 This program provides affordable dental services to populations needing access to dental care. 10. Health Point Medical Care - $5,000 increased to: $7500 Program offered include family practice, obstetric, pediatric medical services with supportive behavioral health, case management programs. Services are tailored to low-income, uninsured residents. 11. Institute for Family Development — PACT program - $18,000 increased to: $20,000 Parents & Children Together provides in-home counseling, supporting high-risk, low-income families not engaged in CPS. Therapists teach families a range of effective skills improving family functioning & well-being. 12. King County Sexual Assault Center — Comprehensive Sexual Assault Services - $8,632 The agency provides integrated services for sexual assault victims & their families, combined with community and prevention education. 5 WELLNESS (PHYSICAL, DENTAL, BEHAVIORAL, WELL-BEING) CONT. 13. YWCA Children's DV Services — Children's DV Program - $5,000 increased to: $6000 A 10- week education, skill -based curriculum for children ages 3-18 and their non -abusive caregivers. Services are provided in-home after abuser has left and caregiver and children have housing safety. 14. YWCA Gender Based Violence Services - $5,000 increased to: $6000 Comprehensive advocacy -based counseling; safety planning & education for domestic violence survivors. HOUSING 15. African Community Housing and Development — Social Services - $8000 increased to: $13,000 African Community Housing and Development (ACHD) is a culturally specific agency committed to providing supportive services to end homelessness with financial and support resources, including case management. 16. Catholic Community Services —Emergency Assistance (EAP) - $25,000 $25,000 The program provides financial assistance to low-income families, seniors and adults that are experiencing a financial crisis that impacts their housing stability. City funds are used for utility and rental assistance. 17. Domestic Violence Confidential Shelter (agency pending) $9,000 The agency will provide confidential, transitional housing for victims of domestic violence and their children. 18. Hospitality House - Single Women's Shelter - $7,500 increased to: $10,000 Hospitality House provides shelter, food, case management & program services to homeless, single women. 19. KCBF — Housing Justice/Neighborhood Legal Clinics - $5,500 increased to: $10,000 Free legal assistance is provided to low-income tenants facing eviction. Neighborhood legal clinics offer legal information and referrals to low-income residents. Attorneys are pro-bono. 20. Mary's Place — Flexible Financial assistance - $7,000 increased to: $10,000 Mary's Place provides housing for women, children and families experiencing homelessness, respite, nutrition, and safety. This program assists with diversion services, shelter services and financial assistance. 21. Multi -Service Center — Emergency Assistance - $47,000 $47,000 One of three agencies recommended for those experiencing financial crisis. Given the demand for this support and agency capacity, multiple agency funding is deemed helpful for client accessibility. 22. Multi -Service Center Emergency/Transitional Housing- $4,000 increased to: $4,750 The Family Shelter Program provides temporary shelter and case management for homeless families. 23. Renton Ecumenical Assoc. of Churches — Center of Hope Shelter - $6311 increased to: $10,000 The Center of Hope Shelter is a day shelter/hygiene center is located in a Skyway church. The day shelter provides daily meals, resources and case management to homeless parents and their children. 24. Way Back Inn - Transitional Housing- $10,000 increased to: $12,500 Homeless families with children are provided with transitional housing. Two Tukwila houses, consisting of three units, are leased to the Way Back Inn to support an unsheltered family's return to self- sufficiency. 6 FOOD SECURITY 25. Sound Generations — Meals on Wheels - $ 10,601 increased to: $11,237 Meals on Wheels delivers frozen meals and liquid nutrition to residents. The program's bi- weekly contact also decreases social isolation. Clients are primarily over 60 years old, homebound due to illness or disability. 26. Tukwila Pantry - Pantry Food - $37,000 increased to: $40,000 The Pantry provides basic food services as well as other essentials for low-income individuals and families. SUPPORT FOR INDEPENDENCE 27. Bridge Ministries new: $3000 Bridge Ministries disperses refurbished, durable medical equipment to all clients on a donate—what—you—can basis. 28. Childcare Resources - Information & Referral $4,000 increased to: $5869 The agency provides information and referral to help families find appropriate childcare. They also provide training and technical assistance for childcare providers and community education regarding childcare issues. 29. Crisis Connections — 2-1-1- $2,000 $2000 2-1-1 Community Information line specialists provide information/referral services to all King County residents. 30. El Centro de la Raza — System Navigation - $2,500 $2500 Assists predominately Latinx families in accessing social service programs in a culturally/linguistically relevant manner. 31. Lutheran Community Services - Angle Resource Center - $8,000 increased to: $9000 The Resource Center provides classes, information, referral, access to behavioral health services for refugees and immigrants. 32. Partner in Employment (PIE) - $13,500 increased to: 20,000 P.I.E. helps Tukwila refugees and immigrants with services that include career navigation, job placement and employment retention. 33. Puget Sound Training Center — Employment and Training Services —$5,000 increased to $6,500 Comprehensive employment services to low-income residents, including refugees and immigrants. Services include customized skills training, case management, coaching, job placement, life skills and job readiness workshops. 34. Refugee Women's Alliance —Family Support - $27,500 increased to: $31,500 ReWA provides case management to immigrant/refugee residents focusing on systems navigation, housing assistance, referrals to health, employment, emergency rent/utility funds for eligible Tukwila residents. 35. St. Vincent de Paul — Centro Rendu new: $3,00 A community resource/education center for Latinx and other families. Centro Rendu now offers adult basic education, culturally responsive case management services, early education, & services for at -risk youth. 36. Sound Generations — Volunteer Transportation - $2,860 increased to: $3000 Frail, medically & financially vulnerable seniors are served with volunteer transportation to medical appointments. 7 8 9 2023-2024 HSAB RECOMMENDATIONS UPDATE RECOMD 2023-2024 ESJ AGENCY/PROGRAM: FUNDING PRIORITY Requests WELLNESS (physical, behavioral, dental, well-being) x 1 After -School All-Star Academies Tutoring & Mentoring $10,000 $7,000 x 2 Childhaven (formerly RAYS) - student support (set aside) $33,661 $92,000 $35,000 x 3 Children's Therapy Center $7,500 $7,500 x 4 Communities in Schools -Liaisons $10,000 $5,000 5 Consejo - Counseling & Referral $10,000 $5,000 x 6 Crisis Clinic Crisis Line $3,408 $3,408 x 7 Crisis Clinic Teen Link $1,000 $1,000 8 DAWN -Community Advocacy $8,000 $4,000 x 9 Health Point -Dental $15,000 $7,500 x 10 Health Point -Medical $15,000 $7,500 x 11 Institute for Family Devel-Pact in-home counseling $3870 $22,560 $20,000 12 King County Sexual Assault Resource Center $9,240 $8,632 x 13 YWCA -Children's DV Program $10,000 $6,000 x 14 _ YWCA -Gender Based Violence Services $10,000 $6,000 Total $223,708 $123,540 African Community Housing & Development -holistic support $40,000 $13,000 x 15 x 16 Catholic Comm Service-Emer Assistance $25,000 $25,000 x 17 YWCA Anita Vista (confidential DV shelter) $9,000 $9,000 x 18 Hospitality House -Shelter $10,000 $10,000 x 19 KC Bar Foundation -Pro Bono $10,000 $10,000 x 20 Mary's Place $20,000 $10,000 x 21 Multi Service Center -EARNS fin assist. $14,090 $58,000 $47,000 22 Multi Service Center -Shelter $4,750 $4,750 23 Renton Ecumenical -Center of HOPE $31,200 $10,000 x 24 Way Back Inn $12,500 $12,500 Total $220,450 $151,2;. _ FOOD SECURITY 25 Sound Generations -Meals on Wheels $11,237 $11,237 x 26 Tukwila Pantry $40,000 $40,000 Total $51,237 $51,23 SUPPORT FOR INDEPENDENCE x 27 Bridge Ministries - medical equipment $3,000 $3,000 x 28 Childcare Resources - Info & Referral $5,869 $5,869 x 29 Crisis Connections 211 $24,000 $2,000 30 El Centro de la Raza - Systems Navigation $2,500 $2,500 x 31 LCS-Angle Lake Family Resource Center $10,000 $9,000 x 32 OneAmerica (undecided) $20,000 $5,000 x 33 Partner in Employment $25,000 $20,000 x 34 PSTC-Employment & Training $7,500 $7,500 x 35 ReWA-Case Management $31,500 $31,500 x 36 SVDP - Centro Rendu $10,000 $3,000 37 Sound Generations -Volunteer Transp. $3,090 $3,090 Total $142,459 $92,459 Non- profit allocation $418,486 Contingency fund $14,514 Total allocation $433,000 black = recommended board funding green = new program updated: 9-12-22 9 10 City of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: Finance and Governance Committee FROM: Vicky Carlsen, Finance Director Rachel Bianchi, Deputy CC: Mayor Ekberg DATE: September 19, 2022 SUBJECT: Public Safety Plan Proposed 2023-2024 Budget ISSUE The City's Fund 305 supports the Public Safety plan, which constructed a new Justice Center to house Police, Emergency Operations Center and Municipal Court and build two new fire stations. All three of these new facilities are operational. BACKGROUND The Public Safety Plan was funded from a variety of sources, including a voter -approved bond, non -voted dept (LTGO) and other dedicated revenue sources including real estate excise taxes impact fees and proceeds from land sales. DISCUSSION In the coming biennium, the revenues from real estate excise tax, fire impact fees, and land sales are projected to be sufficient to cover the debt service on the LTGO bonds. The City's Public Safety Plan detailed purchases of apparatus and equipment for 15 years. For apparatus, a new engine was planned in 2024 and was to be funded via financing through the State of Washington's LOCAL program. Either a 10- or 20 -year repayment schedule with interest being paid to the State. Per the agreement with Puget Sound Regional Fire Authority (PSRFA), the engine will be ordered by PSRFA and reimbursed by the City in 2022. Council authorization for this purchase will run concurrent with the PSRFA contract. Staff recommends utilizing an interfund loan from the Sewer Fund, which is a tool available to the City that requires repayment with interest. By utilizing an interfund loan rather than the State's LOCAL program, the City will have control over the repayment terms of the financing. The interfund loan, currently shown in the budget document at $950 thousand will be incorporated into the budget amendment process later this year. RECOMMENDATION For information and discussion ATTACHMENTS Draft Public Safety Plan Fund proposed 2023-2024 budget 11 12 DEPARTMENT: N/A FUND: Public Safety Plan Fund RESPONSIBLE MANAGER: Rachel Bianchi Description FUND NUMBER: 305 POSITION: Deputy City Administrator The Public Safety Plan fund is used to construct a new Justice Center, which will house the Police Department, Emergency Operations Center, and Municipal Court, and reconstruct existing fire stations. Projects in this fund are paid for with voter -approved debt, non -voted debt (LTGO), and other dedicated revenue sources including real estate excise taxes, impact fees, and proceeds from land sales. 2021-2022 Accomplishments ♦ Fire Station completed and opened. ♦ Fire equipment and apparatus purchased per D-20 model. 2023-2024 Outcome Goals ♦ Sell land identified as funding for the Public Safety Plan. 13 Revenue and Expenditure Summary Public Safety Plan Capital Projects Actual Budget Fire Station 51 Percent Change 2020 2021 Projected 2022 - 2022 0.0% 2023 Fire Station 52 2024 2022-2023 2023-2024 Operating Revenue - - 0.0% 0.0% Fire Equipment 232,792 56,853 267,149 167,000 - - Investment Eamings $ 200,354 $ 1,378 $ 1,500 $ - $ - $ - 0.0% 0.0% Sales Tax Mitigation Payments 439,636 - - - - 0.0% - Justice Center - 0.0% 0.0% Grant Revenues 497,247 - - 0.0% - 45,930,111 - 1,217,149 - 0.0% 0.0% Total Operating Revenue 1,137,237 1,378 1,500 600,000 - - - - - 0.0% 0.0% Capital Project Revenue 319,413 52,000 52,000 - - -100.0% 0.0% Transfers Out - General Fund - 1,068,817 2,171,467 Real Estate Excise Tax (REET) 318,317 567,617 500,000 -0.1% 500,000 46,077,803 500,000 3,440,616 500,000 0.0% 0.0% Fire Impact Fees 300,000 300,000 300,000 3,164,263 300,000 77,674 300,000 319,539 300,000 0.0% 0.0% Interfund Loan - - 950,000 (219,019) - -105.9% - Ending Fund Balance - 0.0% 0.0% Sale of Capital Assets - 261,845 2,000,000 -68.2% 5,000,000 - - -100.0% 0.0% Total Capital Project Revenue 618,317 1,129,462 3,750,000 5,800,000 800,000 800,000 -86.2% 0.0% Transfers In - Fire Impact Fees 428,775 25,383 150,000 300,000 300,000 300,000 0.0% 0.0% Transfers In - Urban Renewal 2,753,000 -- - - - 0.0% 0.0% Transfers In - REET - 74,748 - -- - 0.0% 0.0% Total Revenue 4,937,329 1,230,971 3,901,500 6,100,000 1,100,000 1,100,000 -82.0% 0.0% Capital Projects Fire Station 51 7,655,142 123,279 - - - - 0.0% 0.0% Fire Station 52 14,795,933 1,267,324 - - - - 0.0% 0.0% Fire Equipment 232,792 56,853 267,149 167,000 - - -100.0% 0.0% Fire Apparatus - - 950,000 - - - 0.0% 0.0% Fire Station 54 17,212 18,051 - - - 0.0% 0.0% Justice Center 23,229,032 863,824 - - - - 0.0% 0.0% Total Capital Projects 45,930,111 2,329,331 1,217,149 167,000 - - -100.0% 0.0% Transfers Out - City Faciltieis - 600,000 - - - - 0.0% 0.0% Transfers Out - Fleet 147,692 319,413 52,000 52,000 - - -100.0% 0.0% Transfers Out - General Fund - 1,068,817 2,171,467 2,171,467 1,319,019 1,317,849 -39.3% -0.1% Total Expenses 46,077,803 4,317,561 3,440,616 2,390,467 1,319,019 1,317,849 -44.8% -0.1% Beginning Fund Balance 44,304,737 3,164,263 77,674 77,674 538,558 319,539 593.4% -40.7% Change in Fund Balance (41,140,474) (3,086,590) 460,884 3,709,533 (219,019) (217,849) -105.9% -0.5% Ending Fund Balance $ 3,164,263 $ 77,674 $ 538,558 $ 3,787,207 $ 319,539 $ 101,690 -91.6% -68.2% 14 General Ledger Code Details Revenues GL Account Code Account Description Actual 2020 2021 Projected 2022 2022 Budget 2023 2024 Operating Revenues Account Description 2020 2021 2022 2022 2023 2024 AS305180-333219 Dept Of Treasury -Cares Act $ 497,247 $ - $ - $ - $ - $ - AS305180-336099 Sales Tax Mitigation Pmts $ 439,636 $ - $ - $ - $ - $ - AS305180-361110 Investment Interest 200,354 1,378 1,500 - - - Total Operating Revenues Fire Fghtr Equpmt, Bunker Gear 1,137,237 1,378 1,500 -- - - AS305180-318340 REET 1 - First Quarter Percent 318,317 567,618 500,000 500,000 500,000 500,000 AS305180-345852 Fire Impact Fees 300,000 300,000 300,000 300,000 300,000 300,000 AS305180-390000 Sale of Land -- 1,156 2,000,000 5,000,000 - - AS305180-395100 Proceeds From Sales Of Capital - 261,845 - -- - - Total Capital Project Revenues Operating Rentals & Leases 618,317 1,129,463 2,800,000 5,800,000 800,000 800,000 AS305180-730301 Transfer In from 301 - 74,748 - -- - - AS305180-730302 Transfer In from 302 2,753,000 - - -- - AS305180-730304 Transfer In from 304 428,775 25,383 1,100,000 300,000 300,000 300,000 Total Revenues Cleaning/Janitorial Services $ 4,937,329 $ 1,230,971 $ 3,901,500 $ 6,100,000 $ 1,100,000 $ 1,100,000 Expenses 15 Actual Projected Budget GL Account Code Account Description 2020 2021 2022 2022 2023 2024 AS305210-531001 Office Supplies 34,991 - - - - - AS305210-532007 Cleaning & Janitorial Supplies 25 - - - - - AS305210-535000 Small Tool & Minor Equipment - 3,724 - -- - AS305220-531011 Fire Fghtr Equpmt, Bunker Gear - - 240,000 167,000 - - AS305220C-531003 Operating Supplies -- 6,496 - - - FD305220-531011 Fire Fghtr Equpmt, Bunker Gear 120,462 103,812 - -- - FD305220-536001 Computer peripherals - 1,156 - - - - Total Supplies 155,478 108,691 246,496 167,000 - - AS305210-545000 Operating Rentals & Leases - 4,006 - -- - AS305210-547000 General Utilities 23,221 - - - - AS305210-548000 Repair & Maint Services - 2,900 - -- - AS305210-548002 Maintenance Services 15,800 - - - - - AS305210-548007 Cleaning/Janitorial Services 14,659 - - -- - AS305210C-547000 General Utilities 12,844 - - - - - FD305220-541000 Professional Services - 12,057 - - - - FD305220-545004 Equipment Rental 10,969 8,933 - - - - FD305220-547000 General Utilities 19,206 5,748 - - - - FD305220-548000 Repair & Maint Services - 2,944 - - - - Total Services & Passthrough Pmts 96,700 36,588 - -- - AS305210C-561000 Land (5,617) - - -- - AS305210C-562000 Buildings & Structures 23,132,953 857,027 19,640 - - - AS305220-564000 Machinery & Equipment -- 951,013 - - - AS305220C-561000 Land 980 - - -- - AS305220C-562000 Buildings & Structures 22,328,105 1,304,218 - - - - AS305220C-564000 Machinery & Equipment 221,512 22,807 - - - Total Capital Expenditures 45,677,933 2,184,052 970,653 - - - AS305180-750000 Transfer Out to General Fund - 1,068,817 2,171,467 2,171,467 1,319,019 1,317,849 AS305180-750306 Transfer Out to 306 - 600,000 - - - - AS305180-750501 Transfer Out to 501 147,693 319,413 52,000 52,000 - - Total Expenditures $ 46,077,803 $ 4,317,561 $ 3,440,616 $ 2,390,467 $ 1,319,019 $ 1,317,849 15 16 of Tukwila Allan Ekberg, Mayor INFORMATIONAL MEMORANDUM TO: City Council FROM: Vicky Carlsen, Finance Director CC: Mayor Ekberg DATE: September 20, 2022 SUBJECT: LEOFF 1 Retiree Self -Insured Healthcare Plan 2023-2024 Proposed Budget ISSUE Review the LEOFF 1 Retiree Self -Insured Healthcare Plan fund 2023-2024 proposed budget. BACKGROUND This fund accounts for the City's self-insured healthcare plan for Law Enforcement Officers and Firefighters (LEOFF) retirees. The fund receives contributions from both the police and fire departments on behalf of the retired LEOFF 1 employees. The City currently has 32 members receiving benefits under this plan. It is a closed plan, meaning no new members are able to join LEOFF 1. DISCUSSION This fund covers the City's LEOFF 1 retiree self-insured healthcare claims and administrative fees. The budget has been drafted to reflect estimated expenses and is funded at the level recommended by the City's broker and actuary. RECOMMENDATION For information and discussion ATTACHMENTS Draft LEOFF 1 Retiree Self -Insured Healthcare Plan Fund 2023-2024 Budget 17 18 DEPARTMENT: Finance FUND: LEOFF I Retiree Self -Insured Healthcare Plan RESPONSIBLE MANAGER: Vicky Carlsen Description DIVISION: N/A FUND NUMBER: 503 POSITION: Finance Director This fund accounts for the City's self-insured healthcare plan for Law Enforcement Officers and Fire Fighters (LEOFF I) retirees. This fund receives contributions on behalf of retired LEOFF I employees through their respective organization units. Healthcare claims and program administrative fees are expensed in this fund. 2021-2022 Accomplishments ♦ Optimized use of Medicare insurance coverage to manage plan costs. Strategic Goal 4 2023-2024 Outcome Goals ♦ Continue to analyze and revise funding structure to achieve a smooth and predictable premium trend. Strategic Goal 4 2023-2024 Indicators of Success ♦ A smooth funding trend is achieved. Strategic Goal 4 ♦ Reserves levels are maintained. Strategic Goal 4 ♦ Costs are managed and stabilized. Strategic Goal 4 19 Revenue and Expense Summary LEOFF 1 Self -Insured Healthcare Plan Operating Expenses Insurance Program Costs Professional Services Other Expenses 374,959 - - Actual 288,486 1,750 - 479,500 5,000 500 Budget 441,784 5,000 500 Percent Change 2020 2021 Projected 2022 2022 2023 2024 2022-2023 2023-2024 Operating Revenue Investment Eamings Employer Trust Contributions 21,631 254,868 405 270,249 439 295,755 1,000 435,000 500 350,000 500 350,000 -50.0% -19.5% 0.0% 0.0% Total Operating Revenue 276,499 270,654 296,194 436,000 350,500 350,500 -19.6% 0.0% Operating Expenses Insurance Program Costs Professional Services Other Expenses 374,959 - - 331,071 - - 288,486 1,750 - 479,500 5,000 500 426,296 5,000 500 441,784 5,000 500 -11.1% 0.0% 0.0% 3.6% 0.0% 0.0% Total Operating Expenses 374,959 331,071 290,236 485,000 431,796 447,284 -11.0% 3.6% Indirect Cost Allocation - 11,920 12,040 12,040 12,642 13,274 5.0% 5.0% Total Expenses 374,959 342,991 302,276 497,040 444,438 460,558 -10.6% 3.6% Beginning Fund Balance 435,054 336,595 264,258 264,258 258,176 164,238 -2.3% -36.4% Change in Fund Balance (98,459) (72,336) (6,082) (61,040) (93,938) (110,058) 53.9% 17.2% Ending Fund Balance S 336,595 $ 264,258 $ 258,176 $ 203,218 $ 164,238 $ 54,180 -19.2% -67.0% Unrestricted 336,595 264,258 258,176 203,218 164,238 54,180 -19.2% -67.0% IBNR Reserve 137,500 82,500 63,905 137,500 76,585 80,337 -44.3% 4.9% 20 General Ledger Code Details Revenues GL Account Code Account Description Actual 2020 2021 Projected 2022 2022 Budget 2023 2024 FN503200-361110 Investment Interest $ 8,751 $ 405 $ 439 $ 1,000 $ 500 $ 500 FN503200-361320 Unrizd Gain(Loss)-Investments 12,880 - - - - - FN503200-369700 Trust Contributions -Employer 254,868 270,249 295,755 435,000 350,000 399,000 Total Operating Revenues Prescription Claims 276,499 270,654 296,194 436,000 350,500 399,500 FN503200525503 Vision Claims 4,349 4,727 2,553 8,000 6,159 6,394 Total Revenues Stop Loss Reimbursements $ 276,499 $ 270,654 $ 296,194 $ 436,000 $ 350,500 $ 399,500 Expenses GL Account Code PW103100-511000 PW103100-512000 PW103100C-511000 PW103100C-513000 PW103800C-511000 Account Description Salaries Extra Labor Salaries Overtime Salaries Actual 2020 2021 Projected 2022 2022 Budget 2023 2024 Total Salaries & Wages - - - - - - FN503200-525500 Self Insured Medical Claims 92,323 76,374 42,727 150,000 129,948 135,731 FN503200-525501 Dental Claims 40,400 38,883 10,220 50,000 60,201 64,505 FN503200-525502 Prescription Claims 111,563 109,852 47,599 140,000 102,429 104,478 FN503200525503 Vision Claims 4,349 4,727 2,553 8,000 6,159 6,394 FN503200525504 Stop Loss Reimbursements - 3,403 - - - - FN503200-525506 TPA Admin Fees 15,914 16,106 5,746 18,000 17,218 17,734 FN503200-525507 Excess Loss Premiums 12,369 14,285 5,062 20,000 17,341 19,942 FN503200-525508 Long Term Care 10,385 11,819 98,229 15,000 15,000 15,000 FN503200-525510 IBNR Adjustment - - - 500 - - FN503200-525520 Out of Pocket Costs 31,297 5,939 8,214 30,000 78,000 78,000 FN503200525521 Medicare Plan B 56,357 49,684 68,136 48,000 - - Total Personnel Benefits 374,959 331,071 288,486 479,500 426,296 441,784 FN503200541000 Professional Services - - 1,750 5,000 - - FN503200-541007 Contracted Services - - - - 5,000 5,000 FN503200-549000 Miscellaneous Expenses - - - 500 - - FN503200549999 Other Miscellaneous Expenses - - - - 500 500 Total Services & Passthrough Pmts - - 1,750 5,500 5,500 5,500 FN503200-750190 Transfer Out ICA - 11,920 12,040 12,040 12,642 13,274 Total Transfers Out - 11,920 12,040 12,040 12,642 13,274 Total Expenses $ 374,959 $ 342,991 $ 302,276 $ 497,040 $ 444,438 $ 460,558 21 22