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HomeMy WebLinkAboutFSC 2023-11-07 Agenda PacketCITY OF TUKWILA FINANCIAL SUSTAINABILITY PLAN FINANCIAL SUSTAINABILITY COMMITTEE MEETING #1 1 NOVEMBER 7, 2023 :ill MEETING AGENDA ■ Welcome (10 mins) ■ Introductions (30 mins) ■ Project Overview (30 mins) ■ Community Context (40 mins) ■ Meeting Close (10 mins) II 2 INTRODUCTIONS In no more than 2 minutes, please share: • Your name and relationship to Tukwila. • If you're a resident, how long have you lived here? What neighborhood do you live in and what communities do you feel part of? • If you're a business representative, what's the name of the business? What does it do and where is it located? • Your motivation for joining the Financial Sustainabilty Committee. Committee Members Arta Baharmast, General Manager, Westfield Southcenter Randy Boyd, Resident Phillip Combs, COO, Segale Properties Jacob Halverson, Resident Kathy Hougardy, Resident as of January Annie McGrath, CEO, Seattle Southside Chamber Krysteena Mann, Resident Karin Masters, Resident Amber Meza, Resident Abdiwali Mohamed, Owner, Abdiwali Mohamed CPA Diane Myers, Resident David Puki, Resident Verna Seal, Resident Greg Sherlock, Resident Alternate Peggy McCarthy, Resident II 3 INTRODUCTIONS Key City Staff ■ David Cline, City Administrator ■ Pete Mayer, Acting Deputy City Administrator and Parks & Recreation Director ■ Vicky Carlsen, Finance Director ■ Laurel Humphrey, City Council Legislative Analyst BERK Consulting (lead for Financial Sustainabilty Plan) ■ Brian Murphy, Project Manager ■ Katherine Goetz, Financial Sustainabilty Plan Lead ■ Ariel Hsieh, Analyst FCS GROUP (lead for Utility Rate Study) ■ John Ghilarducci, Utility Rate Study Lead ■ Zechariah Hazel, Analyst Tukwila City Council ■ Tosh Sharp, Position 1 ■ Kathy Hougardy, Position 2 ■ Thomas McLeod, Position 3 ■ Cynthia Delostrinos Johnson, Position 4 and Council President ■ Mohamed Abdi, Position 5 ■ Kate Kruller, Position 6 ■ De'Sean Quinn, Position 7 II 4 PROJECT OVERVIEW 1. Project Purpose, Meeting Schedule, and Report Outline 2. Committee Charge 3. Direction from City Council: Process Guidance and Evaluative Criteria 4. Proposed Committee Agreements :ill 5 1. PROJECT PURPOSE Key questions to be answered include: • How can the City best use its limited financial resources to meet the priorities of the community? Is the City using the right tools to achieve long-term financial sustainability? • How should the City's programs and services be calibrated with the community members' desires and willingness to pay? • How can impacts to residents and businesses be most equitably balanced, including consideration of the range of household wealth and business size present in Tukwila? The City is implementing two interrelated planning processes to answer these questions and establish the City's long-range financial strategy: a Financial Sustainability Plan and a Utility Rate Study. II 6 PROJECT PURPOSE Community context COVID-19 Pandemic: declining "Bridge Budget": use of revenues and reduced service levels one-time funds 2020-2022 City strategies Additional planning efforts Economic recovery and additional Community growth and property tax capacity service level adjustments 2023-2024 BUDGET 2025-2026 BUDGET 1 Adoption of Business & Occupation Tax FUTURE FORECAST Annexation into Puget Sound Strategies for future financial Regional Fire Authority sustainability Economic Golf Course and Capital Improvement Comprehensive Plan Development Community Center Plan and Facility Periodic Update strategy business planning Condition Assessment PROJECT PURPOSE What does the community desire? What is the community willing to pay? How should programs and services be balanced with community values? Community Values Projected Operating and Capital Needs Financial Sustainability Plan Impact on Taxpayers How can the City best use its financial resources? J Projected Revenues and Revenue Mix How can impacts to residents and businesses be most equitably balanced? ....]Is the City using the right tools? J :ill ANTICIPATED MEETING SCHEDULE • Meeting 1: Kickoff and Context (November) • Meeting 2: City Programs and Services (December) • Meeting 3: City Programs and Services, continued (January) Update to City Council (mid -January) • Meeting 4: Options Discussion (January/February) 4 Update to City Council • Meeting 5: Recommendations Discussion (February/March) 4 Final delivery of recommendations to City Council (April) Between Meeting 4 and Meeting 5, the City could offer opportunities for broader community engagement and/or additional business engagement, which would shift the timeline for Meeting 5 and conclusion of the work. :1n 9 ANTICIPATED REPORT OUTLINE Introduction and Background • Project purpose and current context in Tukwila that is impacting long-term financial sustainability. About the Financial Sustainability Committee • Committee charge and formation; summary of meeting schedule, materials, and discussion topics. The City's Financial Condition • General funding financial forecast, assumptions and major drivers; community needs and priorities; programs and services; capital needs; short- and long-term financial challenges, with benchmarking. Options • Summary of options and evaluation. • Recommendations and Next Steps • Short- and long-term strategies for Council consideration, including both revenue- and cost -side strategies; description of how the plan will be used in the future. Appendices: Community Profile, Peer Benchmarking, and others to be determined. :ill 10 2. FINANCIAL SUSTAINABILITY COMMITTEE CHARGE • Representatives of Tukwila's residential and business communities. • Input of the Committee is intended to advise the consulting team and City Council. Members of the Financial Sustainability Committee will: • Review information about the City's financial condition and factors that will impact future revenues and expenditures. • Review options for enhancing the City's financial sustainability. • Prepare recommendations for the Mayor and City Council. II 11 2. DIRECTION FROM CITY COUNCIL Process Guidance The process for developing the Financial Sustainability Plan must be: ■ Inclusive. Open, Accessible, and Fair. • Tukwila -specific. ■ Analytically -based. ■ Transparent. :ill Evaluative Criteria Ensure that final recommendations balance the City's financial sustainability, the provision of City services that meet community expectations, and equity in costs and services. Options and strategies should be evaluated against at least the following criteria: ■ Equity. • Cost. ■ Magnitude and Growth. • Stability. ■ Sustainability. ■ Alignment with Priorities. • Feasibility. • Impact to Other Services. 12 4. PROPOSED COMMITTEE AGREEMENTS: A. Operating Guidelines What would you add or change? ■ Regular meeting time and schedule of dates. ■ Meetings will start and end on time, with a strong preference for in -person participation. ■ Meeting summaries, including a list of members present. ■ Email for Committee coordination and sharing materials in advance of meetings. • Substantive issues discussed in meetings rather than through e-mail. • Committee members will direct any media inquiries to City staff. II 13 4. PROPOSED COMMITTEE AGREEMENTS: B. Committee Member Responsibilities 1 What would you add or change? Individual Committee members are expected to: • Prioritize consistent meeting attendance and join in -person whenever possible. • We hope to have everyone attend every meeting. • While we understand that unavoidable conflicts may happen, Committee members may miss no more than 2 meetings. • Understand and articulate the project purpose and the Committee's charge. • Serve as a resource to other members of the community. • Prepare for Committee meetings. • Communicate questions, issues, and suggestions to the project management team. • Be productive and creative contributors. • Participate in conversations respectfully and productively. :ill 14 4. PROPOSED COMMITTEE AGREEMENTS: C. Committee Member Discussion Guidelines What would you add or change? • Commit to collaboration, teamwork, and compromise to seek consensus on recommendations. • Assume good intentions, listen to understand, and create space for others. • Proactively share insights and opinions. • Respect and acknowledge both differences and similarities. • Recognize the validity and value of different perspectives. • Allow other participants to have changes of opinion. • Build on points of agreement and expect that Committee members may disagree on some ideas. II 15 4. PROPOSED COMMITTEE AGREEMENTS: D. Framework for Decision Making What would you add or change? ■ Options will be assessed based on Evaluative Criteria established by the City Council and endorsed by the Committee. ■ Our goal is unanimous consensus, meaning that all Committee members understand and can support, or live with, the guidance to be shared with the City, with the objective of achieving unity if not complete unanimity. • Recommendations may be made by majority option, with the report describing the range of perspectives. • Members may need to consult with their organizations or communities before making or endorsing recommendations. II 16 COMMUNITY CONTEXT A PREVIEW: COMMUNITY PROFILE HIGHLIGHTS ■ Tukwila is a growing community, with more diversity and younger residents than King County. Tukwila School District has students that represent many cultures and speak more than 80 world languages. ■ Tukwila has a higher share of low-income households than King County, particularly among renters. ■ Tukwila residents identify as less healthy than residents in King County and Washington State. ■ Tukwila has a very high jobs to population ratio, with a strong commercial sector that includes retail sales and manufacturing. Employment growth in Tukwila has been slower than peer cities, but jobs are projected to grow over the next two decades. ■ Most businesses in Tukwila have 100 or fewer employees and most jobs are in the services, retail, and manufacturing sectors. Most workers in Tukwila commute from outside the City. This influx of workers, along with daytime visitors, may drive up the demand for public services. ■ More than half of Tukwila's General Fund revenues are from property and sales taxes. With the Southcenter mall, a majority of Tukwila's taxable retail sales are attributed to consumer shopping. ■ Tukwila's largest General Fund expenditure is toward Police services, which is similar to peer cities. II 18 POPULATION Tukwila is growing and serves an outsized "daytime population" of shoppers and workers ■ Tukwila's population estimated to grow from 22,780 residents in 2023 to 36,005 residents in 2044 ■ About 150,000 additional individuals come into the City for work and shopping ■ Tukwila has grown faster than peer cities Total Population Growth 1 6% 14% 1 2% 10% 8% 6% 4% 2% Annual Population Growth, Tukwila, Peer Cities, and King County, 2016-2023 2017 2018 2019 2020 Yea r 2021 2022 Tukwila: 15.0% King County:7.9% Kent: 8.6% SeaTac: 8.2% Burien: 5.7% Renton: 4.7% 2023 Sources: Washington Office of Financial Management, 2023; PSRC, 2023. :ill 19 DEMOGRAPHICS Tukwila is more racially diverse and younger than King County ■ 46% of Tukwila residents speak a language other than English at home; 29% in King County ■ Tukwila has a higher share of residents in the 10-14 and 25- 29 age range than the County overall 6% 19% Tukwila Racial Composition of Tukwila and King County, 2021 Two or more races ■ Some other race alone ■ Native Hawaiian and Other Pacific Islander alone Asian alone ■ American Indian and Alaska Native alone ■ Black or African American alone 6% King County Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates. Note: Labels are suppressed for shares under 1%. :ill 20 HOUSEHOLDS Tukwila households are larger and more multigenerational than King County • Tukwila has a higher share of households with three or more people Percent of Households 40% 35% 30% 25% 20% 15% 10% 5% 0% Household Profile by Number of People, Tukwila and King County, 2021 1-person 2-person 3-person 4-person 5-person 6-person 7+ person household household household household household household household ■ King County - Tukwila Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates. :ill 21 HOUSING AND INCOME Tukwila has a higher share of low-income households, especially among renters, than peer cities and King County • 70% of Tukwila households have incomes below the City's median family income, compared to 46% of County residents). • 79% of Tukwila renters have an income below the City's median family income Renter Households by Median Family Income, Tukwila, Peer Cities, and King County, 2020 15% 13% 27% Tukwila 10% 25% 20% Burien 12% 14% 24 Kent 16% 18% 17% r 9% 20% 20 % 22% 11% 18% 27% 1 39% 11% 14% 15% Renton Lynnwood SeaTac King County ■ Above Median Income (> 100%) Moderate Income (80-100%) Low -Income (50-80%) Very Low -Income (30-50%) • Extremely Low -Income (<30% MFI) Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020. :ill 22 EMPLOYMENT Tukwila is a regional job center, attracting many employees from the region ■ Jobs projected to grow 1.5% annually over next 20 years. Covered Employment to Population Ratio, Tukwila, Peer Cities, and King County, 2000-2022 Covere l Empl. f Population Ratio 3.00 2.50 2.00 1.50 1.00 1150, 0.00 2000 200.E 20 0 20 5 2020 Tukwila 2.03 SecnTflc: 1 .17 Rents 0. b.0 Kent: 0-5 2 E urien: 0.24 Sources: PSRC Covered Employment, 2023; Washington Office of Financial Management, 2023. :ill 23 EMPLOYMENT Most Tukwila workers commute from outside the City, while most Tukwila residents commute to other cities for work • Only 1.9% of Tukwila workers also reside in the City • Over 37%of Tukwila residents who work do so in Seattle. Where do Tukwila workers live? CAI rd ror.glgate eom s� White Rerimanrl Samntamish Black Diamond Green Sid 1,4 Where Tukwila Workers Live Pot of workers ors i Gee.. A 4 Miles J Where do Tukwila residents work? Sources: U.S. Census LEND, 2019; CAI, 2022. :ill 24 EMPLOYMENT Tukwila has many jobs in small businesses and in service, retail, and manufacturing. Tukwila Businesses by Size, 2021 0.1 % (3 Firms) (54 Firms) a 10% (234 Firms). 43% (1,019 Firms) 44% (1,034 Firms) Under 5 Employees 5 to 24 Employees 25 to 99 Employees 100 to 499 Employees Over 500 Employees Sources: Esri/DataAxle (2021); ACS; CAI, 2022. Tukwila Covered Employment by Major Sector, 2021 6% 11% 32% 16% 18% Tukwila 8% 4% aI= Burien 11% Kent 4% 12% 8% 37% 23% 3% 5% Renton 6% 7% 8% 50% 12% 7% 5% 6% Sea Tac King County • Education • Government • Wholesale / Transportation / Utilities • Services • Retail • Manufacturing • Finance / Insurance / Real Estate • Construction / Resource Note: Covered employment refers to jobs "covered" under the state's Unemployment Insurance Program, and constitutes 85-90% of total employment. Labels suppressed for shares under 3%. Source: PSRC Covered Employment, 2021. :ill 25 TUKWILAGENERAL FUND REVENUES The City is dependent on property and sales tax, as are peer cities • New business and occupation tax (B&O) generates about 4% of General Fund revenues ■ 64% of taxable retail sales is from consumer shopping Tax Revenues as a Share of All General Fund Revenues, Tukwila and Peer Cities, 2023 Tukwila 25 % ail 4% 6% Burien 25% 34% 5% Kent Lynnwood Renton SeaTac 14% 8% 26% Nino 45% 20% 30% 38% 10% 21% 10% 12% 14% 41% • Property Tax • Sales Tax B&O Tax Utility Taxes Sources: City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023; BERK, 2023. :ill 26 PROPERTY TAX BREAKDOWN 22% of total property tax paid goes to the City of Tukwila Large portions of property tax revenue go to the State and the school district :ill Cr FL IS [L:RI-511}[R & T5.PiR4J PHI RNIveg Property Tax Distribution City of Tukwila WA State King County King County Library Port of Seattle Emergency Medical Service Tukwila School District Flood Control Other Total 2023 Levy Rate Percent of Total $2.45 $2.31 $1.08 $0.26 $0.09 $0.21 $3.70 $0.07 $0.31 $10.49 23% 22% 10% 2% 1% 2% 35% 1% 3% 100% Notes: The above example represents a property owner in the Tukwila School District. Property owners that qualify for a senior/disabled tax exemption do not pay excess levies, or voter -approved levies, and Part 2 of the state school levy. 27 SALES TAX BREAKDOWN 8% of total sales tax paid goes to the City of Tukwila The largest share goes to the State Sales Tax Distribution WA State City of Tukwila King County King County Criminal Justice Regional Transit Authority King County Transportation Benefit Area Total 2023 Percent Percent of Total 6.50% 0.85% 0.25% 0.10% 1.50% 0.90% 10.10% 64% 8% 2% 1% 15% 9% 100% :ill 28 CITY SERVICES • Tukwila's large influx of daytime non-residents may increase demand for public services • In 2025, Puget Sound Regional Fire Authority will provide services directly to Tukwila (no longer through a contract) • Peer cities all receive fire and emergency services from regional fire authority or fire district • Burien and SeaTac also contract for police services n Services and Providers, Tukwila and Peer Cities Service/Category Tukwila Burien Kent Lynnwood on SeaTac Population (2023) 22,780 52,560 139,100 40,790 107,900 31,740 FTEs (General Fund) 246 89 745 290 651 156 Executive Mayor/ Administrator City Manager Mayor/ Administrator Mayor/ Administrator Mayor/ Administrator City Manager City Council ✓ ✓ ✓ V V ✓ Finance ✓ ✓ ✓ V V ✓ Administration V ✓ ✓ V ✓ ✓ Parks & Recreation ✓ ✓ ✓ ✓ ✓ ✓ Community Development ✓ ✓ ✓ ✓ ✓ ✓ Municipal Court / Legal ✓ ✓ ✓ ✓ ✓ ✓ Police ,/ King County Sheriff's Office ✓ ✓ ✓ King County Sheriff's Office Public Works ✓ ✓ ✓ ✓ ✓ ✓ Fire Regional Fire Authority Fire District Regional Fire Authority Regional Fire Authority Fire Authority Regional Fire Authority Water ✓ Local Districts ✓ ✓ ✓ Local Districts Sewer ✓ Local Districts ✓ ✓ ✓ Local Districts Surface Water ✓ ✓ ✓ ✓ ✓ ✓ K-12 Public Education Local Districts Local Districts Local Districts Local Districts Local Districts Local Districts Note: Some properties in Tukwila, Kent, and Renton are serviced by other local utility providers. Sources: City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023; BERK, 2023. 29 TUKWILAGENERAL FUND EXPENDITURES Public safety makes up a large share of the City's General Fund budget ■ Police Department has largest number of full-time positions ■ Daytime visitors increase demand for Tukwila police and Parks & Recreation services General Fund Expenditures Excluding Fire by Department in Tukwila and Peer Cities, 2023 Tukwila Burien Kent Lynnwood Renton SeaTac 5% 18% 9% 42% 14% 19% 7% 14% 43 % 5% 10% 6% 22% 54% 13% 2% 6% 16% 42% 7% 5 % 6 % 4% 6% 14% 41% 14% 5% 9% 1 1 % 10% 16% 35% 13% ■ Council/Manager/Mayor/Clerk ■ Administrative/Finance/IT/HR ■ Community/EconDev/Human Services ■ Legal/Court ■ Parks and Recreation ■ Police ■ Public Works/Streets Note: Some legal costs are included in the Mayor's Office in Tukwila. Labels suppressed for shares under 5%. Sources: City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023; BERK2023. :ill 30 MEETING CLOSE What would you add or change? IN REVIEW: COMMUNITY PROFILE HIGHLIGHTS ■ Tukwila is a growing community, with more diversity and younger residents than King County. Tukwila School District has students that represent many cultures and speak more than 80 world languages. ■ Tukwila has a higher share of low-income households than King County, particularly among renters. ■ Tukwila residents identify as less healthy than residents in King County and Washington State. ■ Tukwila has a very high jobs to population ratio, with a strong commercial sector that includes retail sales and manufacturing. Employment growth in Tukwila has been slower than peer cities, but jobs are projected to grow over the next two decades. ■ Most businesses in Tukwila have 100 or fewer employees and most jobs are in the services, retail, and manufacturing sectors. Most workers in Tukwila commute from outside the City. This influx of workers, along with daytime visitors, may drive up the demand for public services. ■ More than half of Tukwila's General Fund revenues are from property and sales taxes. With the Southcenter mall, a majority of Tukwila's taxable retail sales are attributed to consumer shopping. ■ Tukwila's largest General Fund expenditure is toward Police services, which is similar to peer cities. II 32 THANK YOU! Focus of Next Meeting • Fiscal Overview, continued • Overview of taxes, rates, and fees: how they are collected and used. • Comparison to peer communities. • Review of how the cost burden is shared between residents, including homeowners and renters, and businesses. • Trends in revenue collections and City spending. • Community needs and priorities, including major capital needs. ■ City Programs and Services part 1 II 33 City of Tukwila Financial Sustainability Plan I Process Overview I October 31, 2023 Contents Project Purpose and Committee Charge 2 Direction from City Council: Process Guidance and Evaluative Criteria 4 Proposed Committee Agreements 6 Anticipated Meeting Process 8 Sustainability Plan Outline 9 Project Purpose and Committee Charge The City of Tukwila is planning for a financially sustainable future that balances the cost of City programs, services, and infrastructure investments with equitable impacts to taxpayers and ratepayers. As the City comes out of the pandemic, ongoing budget challenges remain. The City adopted strategies to balance the 2023-2024 budget, including new revenue tools. Key questions to be answered include: ■ How can the City best use its limited financial resources to meet the priorities of the community? Is the City using the right tools to achieve long-term financial sustainability? ■ How should the City's programs and services be calibrated with the community members' desires and willingness to pay? ■ How can impacts to residents and businesses be most equitably balanced, including consideration of the range of household wealth and business size present in Tukwila? The City is implementing two interrelated planning processes to answer these questions and establish the City's long-range financial strategy. A Financial Sustainability Plan will: ■ Reflect the Tukwila community's needs, values, and priorities. ■ Consider how programs and services may change as the community continues to grow and change. ■ Provide short-term and long-range strategies to maintain the City's financial stability, guiding both operating and capital investments. The Financial Sustainability Plan will be guided by a Financial Sustainability Committee and the Tukwila City Council. It will be developed in collaboration with City staff and supported by BERK Consulting. A Utility Rate Study will: ■ Help the City plan for financing major utility (water, sewer, and surface water) infrastructure projects. ■ Include recommendations for rates that: o Align with customer usage. o Can be adjusted as the community grows. o Are equitable in their treatment of different customer types and their ability to pay. This utility rate study will be supported by staff of FCS GROUP who will work in collaboration with City staff and in conjunction with the Financial Sustainability Committee and Tukwila City Council. :iii City of Tukwila I Financial Sustainability Plan — Process Overview I October 31, 2023 2 Financial Sustainability Committee Charge Representatives of Tukwila's residential and business communities will provide guidance and feedback to the work of the consulting team as the Financial Sustainability Plan and Utility Rate Study are developed. The input of the Committee is intended to advise the consulting team and City Council; the Committee is not a decision -making body itself. Members of the Financial Sustainability Committee will: • Review information about the City's financial condition and factors that will impact future revenues and expenditures. • Review options for enhancing the City's financial sustainability. • Prepare recommendations for the Mayor and City Council. • ill City of Tukwila 1 Financial Sustainability Plan — Process Overview 1 October 31, 2023 3 Direction from City Council: Process Guidance and Evaluative Criteria [Introductory text will be similar to this: On October 2, 2023, the Tukwila City Council approved the following guidance to inform the planning process and Financial Sustainability Committee's evaluation of options. This guidance may be modified by a recommendation of the Financial Sustainability Committee if subsequently approved by Council.] Process Guidance The process for developing the Financial Sustainability Plan must be: • Inclusive. The planning process must be conducted in a way that is fully inclusive of Committee member perspectives, providing members opportunities to voice their opinions in a way that is comfortable for them. In addition, it is critical that supporting analysis and strategy development fully considers the diverse range of residents and businesses that make up the Tukwila community. • Open, Accessible, and Fair. Every effort must be made to eliminate barriers to participation in the planning process, making it easy for Committee members to contribute effectively. This may include consideration of financial and language barriers, as well as the provision of additional support between meetings to make sure all Committee members have a full grasp of analytic materials provided to them. • Tukwila -specific. The Committee should be guided by Tukwila -specific values and context, including an understanding of community demographics, Tukwila's particular revenue base, and the importance of City services to community members. • Analytically -based. Committee thinking and recommendations should be informed by expert financial analysis, best practices, and benchmarking provided by City staff and the consulting team. • Transparent. Meeting materials should be shared with Financial Sustainability Committee members in advance of meetings. All meeting materials, including meeting summaries, should be posted on the City's website for easy access by all members of the Tukwila community. Evaluative Criteria As the Committee develops its recommendations, options and strategies should be evaluated against at least the following criteria to ensure that final recommendations balance the City's financial sustainability, the provision of City services that meet community expectations, and equity in costs and services. • Equity. Who will the strategy impact and how will that be different among different residential and business groups? Who would be helped and who would be harmed, and how does that correspond to historical and structural patterns? • Cost. What is the cumulative impact of costs imposed by the City and other levels of government on these groups? How can impact be best aligned with ability to pay? How can impact be best aligned with benefit received, so there is a direct relationship between contribution and benefit? • ill City of Tukwila 1 Financial Sustainability Plan — Process Overview 1 October 31, 2023 4 ■ Magnitude and Growth. How meaningful will the impact of potential strategies be compared to the City's overall budget? How will this magnitude change over time? ■ Stability. Is the strategy firm and steady or is it volatile and subject to large fluctuations? ■ Sustainability. Can the strategy continue into and be counted on in the future? ■ Alignment with Priorities. How well does the strategy align with the community priorities? Can strategies adapt over time as community priorities change? ■ Feasibility. Can the City practically implement the strategy, with a reasonable level of effort and within a reasonable period of time? How politically feasible is this strategy? What type of approval does it need? ■ Impact to Other Services. If a strategy is implemented, how might it directly or indirectly impact the provision of other services? City of Tukwila Equity Policy Tukwila's Equity Policy (Resolution 1921, adopted by the Tukwila City Council in 2017), will guide both process and evaluation of recommendations. Equity is defined in the Policy as "Eliminating systemic barriers and providing fair access to programs, services and opportunities to achieve social, civic and economic justice within the City of Tukwila." The Resolution establishes six Policy Goals which are listed here. These are listed below, with supporting text provided for those Policy Goals that are particularly relevant to the Financial Sustainability planning process. 1. Our City workforce reflects our community. 2. Community outreach and engagement is relevant, intentional, inclusive, consistent and ongoing. 3. All residents and visitors receive equitable delivery of City services. The City will identify strategies that facilitate equitable access to current and future City services and facilities, regardless of race/ethnicity, language, ability, gender, age, family status, geography, and mode of transportation. 4. City government is committed to equity in the decision -making process. The City will identify strategies to facilitate equitable access to decision -making, where the decisions themselves -- and the process and context in which they are made -- are transparent. equity serves as a core value for all long-term plans moving forward. 5. Equity serves as a core value for all long-term plans moving forward. The City will apply its Equity Toolkit in its evaluation of outcomes and strategies. 6. The City will build capacity around equity within City government and the broader community. :1II City of Tukwila I Financial Sustainability Plan — Process Overview I October 31, 2023 Proposed Committee Agreements The following proposed agreements will be reviewed and revised during the Committee's first meeting. Operating Guidelines • A regular meeting time and schedule of dates for meetings will be communicated at the first meeting of the Committee. • Meetings will start and end on time, with a strong preference for in -person participation. • Meeting summaries will be prepared following each meeting, summarizing the issues discussed and the decisions reached. A list of members present will be included in the meeting summary. • Email will be used for Committee coordination and to share agendas and materials in advance of meetings. Substantive issues will be discussed in the meetings rather than through e-mail dialogue. ■ Committee members will direct any media inquiries to City staff. Committee Member Responsibilities and Discussion Guidelines Individual Committee members are expected to: • Prioritize consistent meeting attendance, joining Committee meetings in -person whenever possible. We hope to have everyone attend every meeting. ▪ While we understand that unavoidable conflicts may happen, Committee members may miss no more than 2 meetings. • Understand and be able to articulate the project purpose and the Committee's charge. ■ Serve as a resource to other members of the community who want to learn more about this process. • Prepare for Committee meetings by reviewing meeting content and providing any requested input in advance. • Communicate questions, issues, and suggestions to the project management team, who will coordinate actions and responses. • Be productive and creative contributors. • Participate in conversations respectfully and productively by: ▪ Committing to collaboration, teamwork, and compromise to seek consensus on recommendations. ▪ Assuming good intentions and listening to understand, creating space for others to comfortably contribute their ideas. ▪ Proactively sharing insights and opinions. ▪ Respecting and acknowledging both differences and similarities, recognizing the validity and value of different perspectives. ▪ Allowing participants to have changes of opinion. ▪ Building on points of agreement and expecting that Committee members may disagree on some ideas. • ill City of Tukwila 1 Financial Sustainability Plan — Process Overview 1 October 31, 2023 6 Framework for Decision -Making • Options will be assessed based on Evaluative Criteria established by the City Council and endorsed by the Committee. • Our goal is unanimous consensus, meaning that all Committee members understand and can support, or live with, the guidance to be shared with the City, with the objective of achieving unity if not complete unanimity. • Recommendations may be made by majority option, with the report describing the range of perspectives. • Members may need to consult with their organizations or communities before making or endorsing recommendations. • ill City of Tukwila 1 Financial Sustainability Plan — Process Overview 1 October 31, 2023 7 Anticipated Meeting Process The Financial Sustainability Committee will meet five to six times between November 2023 and March 2024. This page provides an overview of the content planned for each meeting. Detailed agendas, presentations, and background materials will be prepared in advance of each meeting. Meeting 1. Kickoff and Context (November) Welcome and introductions, review of kickoff materials, overview of Tukwila community profile, and overview of the City's financial history and forecast. At the end of this meeting, members will have a shared understanding of the Committee's role, the goals of this project, and context for future discussion. Meeting 2. City Programs and Services (December) Brief presentations from City staff describing City programs and services, priorities, needs, and funding sources. Highlights from peer benchmarking and best practices research. At the end of this meeting, members will understand the City's service priorities and needs and may identify findings from peer benchmarking research that can be brought forward in the options discussion. Meeting 3. City Programs and Services, continued (January) Brief presentations from City staff describing City programs and services, priorities, needs, and funding. Highlights from the Utility Rate Study and how this work will impact the Financial Sustainability Plan. At the end of this meeting, members will share their thoughts on service priorities that will prepare for future discussion on options. Meeting 4. Options Discussion (January/February) Discussion of options to consider based on City values and the Community Profile, service priorities, and peer benchmarking information. The Committee will be presented with packages of options for discussion and will determine how they measure against Evaluative Criteria. At the end of this meeting, members will share their initial preferences for options. [Between Meeting 4 and Meeting 5, the City could offer opportunities for broader community engagement and/or additional business engagement, which would shift the timeline for Meeting 5 and conclusion of the work.] Following this meeting, the consulting team will present an update on the Committee's findings and discussion to City Council. Following this meeting, the consulting team will present an update on the Committee's findings and discussion to City Council. Meeting 5. Recommendations Discussion (February/March) Discussion of recommendations based on preferred options. At the end of this meeting, Committee members will agree on recommendations. Another meeting may be necessary to finalize recommendations. Final recommendations will inform Spring budgeting process. 41I City of Tukwila 1 Financial Sustainability Plan — Process Overview 1 October 31, 2023 8 Sustainability Plan Outline The outline below has been developed as a general guide for the work of the Committee and consulting team. The final product may evolve from this starting point over the course of the planning process. The final Financial Sustainability Plan will provide directional, strategy -level recommendations for consideration by City Council. The Plan may include specific recommendations such as the implementation of particular revenue tools but will not be at the same level of detail as the City's budget. Introduction and Background • A description of the purpose of this project and what is the City trying to achieve. • A summary of the current context in Tukwila that is impacting long-term financial sustainability, such as recent actions taken to increase revenue or reduce expenditures, citywide plans or initiatives, or trends that will impact the City's program and service delivery. About the Financial Sustainability Committee • The role of the Committee — how the Committee was formed, its charge, how many times it met, what materials it reviewed, and the meeting topics. The City's Financial Condition • An overview of the City's General Fund financial forecast, assumptions, and major revenue and expenditure drivers. • Community needs and priorities. • An overview of programs and services the City provides and an overview of the City's capital needs. • A description of short- and long-term financial challenges, which may include factors such as revenue limitations or unfunded needs. This section may include comparisons to peer cities where relevant, such as revenue mix, revenue tools used, and services provided. Options • A description of the packages of options considered by the Committee and the criteria used to evaluate options. Recommendations and Next Steps • A list of short- and long-term strategies for consideration by the City Council and their impact on the City's financial condition. These strategies will address operating and capital needs. Strategies may include adjustments to revenues and costs. • How this plan will be used in the future, such as describing processes to revisit and revise strategies and this plan's alignment to the City's budget process. Appendices • Tukwila Community Profile, Peer benchmarking summary, and others to be determined. • ill City of Tukwila 1 Financial Sustainability Plan — Process Overview 1 October 31, 2023 9 City of Tukwila Community Profile and Peer Benchmarking Tukwila Financial Sustainability Plan I October 2023 Contents Overview 2 Summary of Key Findings 2 Community Characteristics 3 Population 3 Historical and Projected Growth 3 Race and Ethnicity 4 Languages Spoken 5 Age Distribution 6 Households 7 Housing and Income 9 Community Health 1 2 Local Economy 13 Historical and Projected Employment 1 3 Business Sizes and Sectors 15 Journey to Work 16 City Services and Finances 18 Tukwila and Peer City Services 1 8 General Fund Revenues 19 General Fund Expenditures 22 1 Overview This document provides an overview of the Tukwila community and comparisons to King County and peer cities in the region. These peer cities are Burien, Kent, Renton, and SeaTac. These peer cities were selected because they are neighbors in the region or have a similar level of revenue collection to Tukwila. The City of Lynnwood is also used as a comparison when looking at the City's finances because it also has a large retail shopping center. The information in this document can be used to guide the City's Financial Sustainability Plan and provide a basis for understanding how the City's services and funding may change as the community grows. Summary of Key Findings • Tukwila is a growing and diverse community. Tukwila School District has students that represent many cultures and speak more than 80 world languages. In the past 8 years, Tukwila has grown faster than peer cities. Tukwila is more racially and linguistically diverse than King County as a whole. Tukwila also has a larger share of younger people than King County. Exhibit 1: Tukwila and Peer Cities mish 9 Edrnond s h•tou MI ake Terrace Shorn rcre v Mil' Creek Rorheli K:rk!and Redmond Hill r.•: r.'er Iglarri 7 Newcastle f • White Cerl r 9•-, East Per ion S n ?rkrrila Rerfan----..u.nds 9- Cascade -Pair -wood 1 Sarr Sea lac 9 K9, s: Msp.l. • Tukwila households tend to be larger and more multigenerational than in King County as a whole. • Tukwila has a higher share of low-income households than King County, particularly among renters. • Tukwila residents identify as less healthy than residents in King County and Washington State. • Tukwila has a very high jobs to population ratio, with a strong commercial sector that includes retail sales and manufacturing. • Employment growth in Tukwila has been slower than peer cities, but jobs are projected to grow over the next two decades. • Most businesses in Tukwila have 100 or fewer employees. Most jobs are in the service, retail, and manufacturing sectors. • Most Tukwila workers commute from outside the City, while most Tukwila residents commute to other cities for work. • Tukwila sees a large influx of daytime non-residents who commute in for shopping and employment, which likely increases the demand for public services. • More than half of Tukwila's General Fund revenues are from property and sales taxes. With the Southcenter mall, a majority of Tukwila's taxable retail sales are attributed to consumer shopping. • Tukwila's largest General Fund expenditure is toward Police services, which is similar to peer cities. .J11 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 2 Community Characteristics Population Tukwila is a growing and diverse community. In the past 8 years, Tukwila has grown faster than peer cities. Tukwila is more racially and linguistically diverse than King County as a whole. Tukwila also has a larger share of younger people than King County. Historical and Projected Growth Based on the City's population growth target, Tukwila's population is estimated to grow 2.2% annually over the next 20 years (Exhibit 2). Growth targets are based on the region's plan for growth. The Puget Sound Regional Council coordinates regional planning policies that provide a framework for cities and counties to achieve shared regional goals. These policies identify the population and employment targets for each city and county that must go into their local comprehensive plans. In addition to the residential population, approximately 150,000 individuals commute into Tukwila daily for work or shopping.' From 201 6 to 2023, Tukwila grew faster than King County and peer cities in the region (Exhibit 3). Exhibit 2: Tukwila Historical and Projected Residential Population, 1990-2044 = 40,000 0 a a 35,000 a 0 a 30,000 2023 population: 22,780 25,000 20,000 15,000 10,000 5,000 2044 target: 36,005 (+2.2% per year) 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 Year Sources: Washington Office of Financial Management, 2023; PSRC, 2023. I Source: City of Tukwila. IuI 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 3 Exhibit 3: Annual Population Growth, Tukwila, Peer Cities, and King County, 2016-2023 16% 14% Total Population Growth 12% 10% 8% 6% 4% 2% 0% 2016 2017 2018 2019 2020 2021 2022 2023 Year Tukwila: 15.0% King County: 7.9% Kent: 8.6% SeaTac: 8.2% Burien: 5.7% Renton: 4.7% Sources: Washington Office of Financial Management, 2023; PSRC, 2023. Race and Ethnicity Compared to King County, a higher proportion of the Tukwila population are Black or African American, American Indian and Alaska Native, Asian, Native Hawaiian and Other Pacific Islander, and Some other race (Exhibit 4). Exhibit 4: Racial Composition of Tukwila and King County, 2021 19% 33% Tukwila King Counfy Two or more races ■ Some other race alone ■ Native Hawaiian and Other Pacific Islander alone ■ Asian alone ■ American Indian and Alaska Native alone ■ Black or African American alone ■ White alone Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates. Labels are suppressed for shares under 1 %. :111 10/31 /23 City of Tukwila I Community Profile and Peer Benchmarking 4 Languages Spoken Approximately 46% of the Tukwila population speaks a language other than English at home, which is comparable to peer cities and higher than King County (Exhibit 5). Tukwila School District notes that it has students that speak more than 80 world languages. Exhibit 5: Language Spoken at Home, Tukwila, Peer Cities, and King County, 2021 46% 54 % Tukwila 66 % Burien 58% Kent 37% 63 % Renton 52% 29% 71% SeaTac King County ■Only English Spoken at Home ■ Language Other than English Spoken at Home Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates. .J11 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 5 Age Distribution Compared to King County, Tukwila has a larger share of younger residents, particularly those in the 10-14 and 25-29 age ranges. (Exhibit 6). Exhibit 6: Age Distribution in Tukwila and King County, 2021 Population by Age Range 2,500 2,000 1,500 1,000 500 1 o.5cc Tukwila 9.1% 8.5% 8.5% 7.2% 6.9 % 4.8% 150 \ 3.3%% 2.7% 2.7% 1 "%II 1.6% -- King County 0 ■ 10 a, v o, v o, v 0, v a, v a, v o, v a, v + 1 N N C7 CO V ul ul ,0 ,0 N iti co un N so 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 co o so o 1.0 o 1.0 o Lo o so o Lo o 1.0 o C — — N N M CO 10 10 ,0 -0 N A co D Age Cohort Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates. :111 10/31 /23 City of Tukwila I Community Profile and Peer Benchmarking 6 Households Tukwila households tend to be larger and more multigenerational than in King County as a whole. Thirty percent of households in Tukwila have one or more people under 18 years old and 24% have one or more people 65 years and over (Exhibit 7). These percentages are slightly higher than in King County. Tukwila also has more large families compared to King County, with a higher percentage of households with at least three people (Exhibit 8). Tukwila has a similar number of people per household compared to all peer cities, but a slightly higher number than King County (Exhibit 9). Exhibit 7: Household Profile by Age, Tukwila and King County, 2021 35% Percent of Households 30% 28% 25% 20% 15% 10% 5% 0% 30% 23% 24% Households with one or more people Households with one or more people under 18 years 65 years and over ■ King County ■ Tukwila Source: US Census Bureau, 2017-2021 American Community Survey 5- Year Estimates. .J11 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 7 Exhibit 8: Household Profile by Number of People, Tukwila and King County, 2021 40% 35% Percent of Households 30% 25% 20% 15% 10% 5% 0% 1 -person 2-person 3-person 4-person 5-person 6-person 7+ person household household household household household household household • King County A Tukwila Source: US Census Bureau, 2017-2021 American Community Survey 5- Year Estimates. Exhibit 9: Persons per Household, Tukwila, Peer Cities, and King County, 2020 3.0 2.9 2.9 2.8 ■ Persons per Household 2.7 2.6 2.5 2.4 2.3 2.2 2.6 2.6 2.6 2.7 2.4 1 Tukwila Burien Kent Renton SeaTac King County Source: Washington Office of Financial Management, 2020. `II 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 8 Housing and Income Tukwila has a higher share of low-income households than King County, particularly among renters. Seventy percent of Tukwila households have incomes below the median family income in Tukwila, compared to 46% of King County households below the median family income in King County (Exhibit 10). Median family income is a common measure used to understand housing affordability and is based on the whole county. The "median" income is a benchmark that is right in the middle of the income range. Half of the families in the range would make more than this, and the other half would make less. A household may represent a single person, but a family represents related people in a household. Tukwila has more renter -occupied households than do peer cities and King County (Exhibit 1 1). Seventy- nine percent of Tukwila renters have an income below the median family income, compared to 56% of Tukwila homeowners (Exhibit 12 and Exhibit 1 3). Exhibit 10: Households by Median Family Income (MFI) in Area, Tukwila, Peer Cities, and King County, 2020 30°T 14% 18% 20% Tukwila 38% 11% 16% 16% 38% 13% 14% 17% 43% 13% 16% 13% 34 11% 16% 15% 33% 13% 18% 21% 54% Burien Kent Renton Lynnwood SeaTac King County Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020. ■ Above Median Income (>100%) Moderate Income (80-1 00%) Low -Income (50-80%) Very Low -Income (30-50%) ■ Extremely Low -Income (<_30% MFI) °J11 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 9 Exhibit 11: Renter and Owner -Occupied Households, Tukwila, Peer Cities, and King County, 2020 Renter -occupied • Owner -occupied (no mortgage) • Owner -occupied (with mortgage) 61% 25% 45 % 38% 45% 39% 47% 51% 17% r 44% 16% Tukwila Burien Kent Renton SeaTac King County Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020. Exhibit 12: Renter Households by Median Family Income, Tukwila, Peer Cities, and King County, 2020 r w 21% 15% 13% 27 Tukwila 10% 25% 20% 21% 12% 14% 24% 28% 16% 18% 17% 9% 20% 20% 22 Itititititi - J 11% 18% 27 11% 14% 15% Burien Kent Renton Lynnwood SeaTac King County Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020. ■ Above Median Income (>100%) Moderate Income (80-100%) Low -Income (50-80%) Very Low -Income (30-50%) • Extremely Low -Income (<_30% MFI) :111 10/31 /23 City of Tukwila I Community Profile and Peer Benchmarking 10 Exhibit 13: Owner Households by Median Family Income, Tukwila, Peer Cities, and King County, 2020 m 44% 13% 26% 9% Tukwila M 57% A 13% pm! 52% 15% 15% ii 57% k._ 11% 13% 12% 10% 12% 13% 11% 14% 18% 15% 9% 10% 8% Burien Kent Renton Lynnwood SeaTac King County Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020. • Above Median Income (>100%) Moderate Income (80-100%) Low -Income (50-80%) Very Low -Income (30-50%) • Extremely Low -Income (<_30% MFI) 'I 1 0/31 /23 City of Tukwila I Community Profile and Peer Benchmarking 11 Community Health Tukwila residents identify as less healthy than residents in King County and Washington State. Public Health — Seattle & King County tracks many indicators of health status and determinants of health in cities and neighborhoods in King County. The data for Tukwila includes data for the City of SeaTac. As shown in Exhibit 14, more Tukwila and SeaTac residents are in fair or poor health than in King County and Washington State. More people in Tukwila and SeaTac are uninsured and do not have a primary care provider. Adults over 65 have more unhealthy days than those in King County and the State. Exhibit 14: Select Community Health Indicators, Tukwila, King County, and Washington State, 2021 40 35 30 25 20 15 10 5 0 11 ill I.. III III III Id Fair or poor Frequent Unhealthy days Unhealthy clays Disability (%) No primary Uninsured age health (%) mental clistress (18+) (days) (65+) (clays) care provider 18-64 (%) (%) (%) • SeaTac/Tukwila • King County • Washington State Source: Public Health — Seattle & King County, City Profile Data, 2021. :111 10/31 /23 City of Tukwila I Community Profile and Peer Benchmarking 12 Loca I Economy Historical and Projected Employment Employment growth in Tukwila has been slower than peer cities, but jobs are projected to grow over the next two decades. Tukwila has a higher employment to population ratio than peer cities and King County (Exhibit 15). Employment in Tukwila declined by the greatest percentage among peers in 2021 and employment in 2022 has not yet recovered to the 201 6 level (Exhibit 1 6). However, jobs in Tukwila are projected to grow 1.5% annually through 2044 (Exhibit 17). Exhibit 15: Covered Employment to Population Ratio, Tukwila, Peer Cities, and King County, 2000-2022 Covered Empl. / Population Ratio 3.00 2.50 2.00 1.50 1.00 0.50 0.00 Tukwila: 2.03 SeaTac: 1.17 King: 0.62 Renton: 0.60 Kent: 0.52 Burien: 0.24 2000 2005 2010 2015 2020 Sources: PSRC Covered Employment, 2023; Washington Office of Financial Management, 2023. •10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 13 Exhibit 16: Growth in Covered Employment, Tukwila, Peer Cities, and King County, 2023 30% 25% Sea Tac: 21.1 % Percent employment change from 2016 20% 15% King County: 1 1 .0% 10% 5% 0% -5% -10% -15% 2016 2017 2018 2019 Source: PSRC Covered Employment, 2023. Exhibit 17: Covered Employment in Tukwila, 2000-2022 70,000 60,000 50,000 2022 employment: 45,825 Covered Employment 40,000 30,000 20,000 10,000 2020 2021 Renton: 4.0% Burien: 1.9% Kent: -0.3% Tukwila: -3.1 % 2022 2023 2044 target: 63,074 (+1.5% per year) .,0 0 2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 Year Note: Covered employment refers to jobs 'covered" under the state's Unemployment Insurance Program and constitutes 85-90% of total employment. Source: PSRC Covered Employment, 2023; King County, 2023. :111 10/31 /23 City of Tukwila I Community Profile and Peer Benchmarking 14 Business Sizes and Sectors Most businesses in Tukwila have 100 or fewer employees. Most jobs are in the service, retail, and manufacturing sectors. Out of 2,344 firms in Tukwila, over 97% have fewer than 100 employees (Exhibit 1 8). Services, retail, and manufacturing comprise most Tukwila jobs, which is comparable to Burien, Kent, Renton, and King County (Exhibit 19). Examples of sectors in the services category are healthcare, arts and entertainment, and information technology. The retail category trade represents retail trade, or the sale of goods to consumers. Examples of manufacturing include the manufacturing of food, materials, or equipment. Exhibit 18: Tukwila Businesses by Size, 2021 0,1%(3 Firms) a r Under 5 Employee, nployi •nplk ]00 TO 499 Employe Over 500 Employees Sources: Esri/DataAxle (2021); ACS; CAI, 2022. Exhibit 19: Covered Employment by Major Sector, 2021 Tukwila Burien 4% 4% 24% 25% 21% 11% Kent 4% 12% 8% Renton 14% 54% 22% 6% 7% 8% Sea Tac King County ■ Education ■ Government ■ Wholesale / Transportation / Utilities ■ Services ■ Retail ■ Manufacturing ■ Finance / Insurance / Real Estate ■ Construction / Resource Note: Covered employment refers to jobs 'covered" under the state's Unemployment Insurance Program, and constitutes 85-90% of total employment. Labels suppressed for shares under 3%. Source: PSRC Covered Employment, 2021. 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 15 Journey to Work Most Tukwila workers commute from outside the City, while most Tukwila residents commute to other cities for work. Exhibit 20 shows where workers in Tukwila live. Just less than 2% of Tukwila's approximately 46,000 workers, or approximately 880 workers, also reside in the City. Most employees in Tukwila come from outside the City. The cities with the largest share of Tukwila workers are Seattle, Kent, and Renton. Exhibit 20: Tukwila Employees' Places of Residence, 2019 'MCA Bainbridge : ianr' rd Manche Stare ' s4 Sedgwitk kd Olalla Gig Her' ale Universi Place .acOom vashon Seallie s Moms 'damn Fife Edgewood Waller Kingsgate eon ',bun s[ kland Merce, .. White Redmond Bellevue 2.4% Newcastle ougar MObntain rssaquah Union Hiif Sam mamish enton ds SE 2J'It9 SI Grand Ridge Sgeak West loge Mountain. Mountain Mapla Valley M Hobart Ravensdale slack Diamond Green Riv Gorge Sta Park Can_ rvat ' Area `_'yt Where Tukwila Workers Live Pct of Workers o awn Lake rnpris Greater Klng_Coun y_P Inary_Roads Bonney Lake _ fl 2 4 Miles l Sources: U.S. Census LEHD, 2019; CAI, 2022. :111 10/31 /23 City of Tukwila I Community Profile and Peer Benchmarking 16 Exhibit 21 shows where Tukwila residents who are in the labor force work. Over 8% of Tukwila's residents in the labor force, approximately 11,800 people, also work in Tukwila. Over 37% of Tukwila residents who work do so in Seattle. Over 6% work in each of four nearby cities: SeaTac, Kent, Renton, and Bellevue. Exhibit 21: Tukwila Residents' Places of Employment, 2019 'CAI rd 305 Bainbridge I r Manche Stare SE Sengwrck ad Vashon Olalla eaHle Kingsgate ri St Redmond 1.5% t Bellevue 6.6% Mercer Burien TukwalRenton 2.5% ' :�+'6.9% _ SeaTacT /c r'aak 6.7% 1" Gig Hat' Adelaide ale IfnlversItya, Place I a4nwnnr1 Tacoma 1.8% 5 Moine Federal Wav 'dllton Fife Edgewoad Waller r,e r Puyallup Kent 6.6% 5 3r Auburn 2.2%l hate D,vell Union Hit! Sammamish Mountain Issaquah enton ices Grand Rrdge Squak Weer rrge Mountain Mrreara:-11 r. Maple Valley Hobart Ravensdale Black Diamond Green Riv Gorge St Park Conservat Area Where Tukwila Residents Work Pct of Commuters Fewer Lake - rnous � Greater Bonney Lake ❑ 2 4 Miles Sources: U.S. Census LEND, 2019; CAI, 2022. :iii 10/31 /23 City of Tukwila I Community Profile and Peer Benchmarking 17 City Services and Finances Tukwila and Peer City Services Tukwila sees a large influx of daytime non-residents who commute in for shopping and employment, which likely increases the demand for public services. The City of Tukwila provides most of the services to the community, except for fire and emergency services, which are currently provided by Puget Sound Regional Fire Authority through a contract. In 2025, Puget Sound Regional Fire Authority will provide service directly to Tukwila and the City will no longer pay for this service through a contract. Demand for many City services, including Police and Parks & Recreation, is increased by the large number of non-residents who come to the city during the daytime for shopping or employment. Peer cities provide services to the community in a similar way to Tukwila, with all receiving fire and emergency services from a regional fire authority directly or through a contract. The cities of Burien and SeaTac contract for police services with King County. Exhibit 22: Services and Providers, Tukwila and Peer Cities Department Tukwila Burien Kent Lynnwood Renton SeaTac Population (2023) 22,780 52,560 139,100 40,790 107,900 31,740 Full -Time Equivalent Positions (General Fund) 246 89 745 290 651 156 Executive Mayor/ Administrator City Manager Mayor/ Administrator Mayor/ Administrator Mayor/ Administrator City Manager City Council V V V V V V Finance ✓ ✓ ✓ ✓ ✓ ✓ Administration ✓ ✓ ✓ ✓ ✓ ✓ Parks & Recreation V V V V V V Community Development ✓ ✓ ✓ ✓ ✓ ✓ Municipal Court / Legal ✓ ✓ ✓ ✓ ✓ ✓ Police ✓ King County Sheriff's Office ✓ ✓ ✓ King County Sheriff's Office Public Works ✓ ✓ ✓ ✓ ✓ ✓ Fire Regional Fire Authority Fire District Regional Fire Authority Regional Fire Authority Fire Authority Regional Fire Authority Water ✓ Local Districts ✓ ✓ ✓ Local Districts Sewer ✓ Local Districts ✓ ✓ ✓ Local Districts Surface Water ✓ ✓ ✓ ✓ ✓ ✓ K-1 2 Public Education Local Districts Local Districts Local Districts Local Districts Local Districts Local Districts Note: Some properties in Tukwila, Kent, and Renton are serviced by other loco utility providers. Sources: City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023; BERK, 2023. :111 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 18 General Fund Revenues More than half of Tukwila's General Fund revenues are from property and sales taxes. With the Southcenter mall, a majority of Tukwila's taxable retail sales are attributed to consumer shopping. Tukwila maintains several types of funds, with different purposes and restrictions. The General Fund is the most flexible and collects revenues such as property tax and sales tax. The City also has funds dedicated to paying for capital projects, debt service, internal services (such as vehicle maintenance), and utilities. Utility funds are called Enterprise Funds. These are managed like a business and do not receive general tax dollars —the revenues they generate can only be used to pay for their own expenses. Foster Golf Links, an Enterprise Fund, does receive some support from the General Fund. Per current Council adopted policy, 1 8% of prior year ongoing revenues are held in General fund reserves and 10% of prior year ongoing revenue are held in Contingency reserves (reserves set aside for emergency use) (Exhibit 23). Exhibit 23: Tukwila Funds by Type, 2023 Internal Service 6% Enterprise 22% Debt Service 8% Capital Projects 16% Source: City of Tukwila, 2023. Fiduciary 0% Special Revenue 1% General and Contingency 48% Tukwila's General Fund is primarily funded by taxes, with smaller shares of revenue coming from license and permit fees, grants, and charges for service (Exhibit 24). Taxes that contribute to the City's General Fund can be broken down further into categories: property tax comprises 25% and sales tax comprises 28% of total revenues (Exhibit 26). Sixty-four percent of Tukwila's taxable retail sales are from consumer shopping, which includes general merchandise, home furnishings/electronics, clothing & accessories, restaurants, automotive/gas, and building materials (Exhibit 26). As shown in Exhibit 25, Tukwila's new business and occupation tax is estimated to contribute 4% of total revenues. Burien, Kent, and Renton also collect a business and occupation tax; these revenues make up a larger share of total revenues in Kent and Renton. Tukwila's revenue composition is similar to that of SeaTac, with property tax and sales tax making up a roughly equal share of total revenues, though these make up a larger share in SeaTac. •J'I 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 19 Exhibit 24: Tukwila General Fund Revenues by Source, 2023 Taxes 72% Source: City of Tukwila, 2023. Charges for Services 4% Financing 6% Fines and Penalties 1% Grants 7% Intergovernmental 2% Licenses and Permits 8% Miscellaneous 1% Exhibit 25: Tax Revenues as a Share of All General Fund Revenues, Tukwila and Peer Cities, 2023 Tukwila Burien Kent Lynnwood Renton SeaTac 25% 28% 4% 6% 25% 34% 14% 26% 17% 5% 10% 21% 8% 45% 10% 20% 30% 38% 12% 14% 41% • Property Tax • Sales Tax B&O Tax Utility Taxes Sources: City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023; BERK, 2023. :111 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 2° Exhibit 26: Tukwila Taxable Retail Sales, 2012-2022 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 2022 Retail Trade Share of Total: 64% 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 —Retail Trade Tax Collections —Total Retail Sales Tax Collections Sources: City of Tukwila, 2023; WA Department of Revenue, 2023. :111 10/31 /23 City of Tukwila I Community Profile and Peer Benchmarking 21 General Fund Expenditures Tukwila's largest General Fund expenditure is toward Police services, which is similar to peer cities. As shown in Exhibit 27, the largest share of Tukwila's General Fund expenditures goes to the Police department. The next largest share is for Fire services. This will change in 2025, when the City no longer contracts with Puget Sound Regional Fire Authority. Similarly, the General Fund department with the largest number of full-time positions is Police, followed by Community Development, Public Works, and Parks and Recreation (Exhibit 28). Exhibit 27: Tukwila General Fund Expenditures by Department, 2023 Parks and Recreation 7% Court 2% Administrative 8% Non -Departmental 1% Fire 21% Source: City of Tukwila, 2023. Public Works 11% Mayor's Office 4% City Council 1% Finance 6% Community Development 7% Police 32% :111 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 22 Exhibit 28: General Fund FTEs by Department, 2023 Department Mayor's Office 2023 Full -Time Employees 4.50 City Council 8.00 Finance 14.00 Administration 22.04 Parks & Recreation 24.50 Community Development 28.25 Municipal Court 10.65 Police 100.00 Public Works 27.50 Note: Administration includes Human Resources, Information Technology, Community Services & Engagement, and City Clerk. Source: City of Tukwila, 2023. When excluding the budget for Fire services, over 40% of Tukwila's General Fund is dedicated to Police services, followed by administrative services, public works/streets, and parks and recreation (Exhibit 29). Peer city budgets dedicate a similar share for police services. Tukwila spends a smaller share on community and economic development and parks and recreation than some peer cities. Kent and Burien use other funds to pay for some or all public works expenses, which is not represented in the exhibit below. When looking at budgeted General Fund spending compared to a city's total assessed value, Tukwila's spending is comparable to peer cities. (Exhibit 30). The high police spending per assessed value in Tukwila and Lynnwood likely reflects the large daytime population drawn by a mall and resulting need for services. :111 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 23 Exhibit 29: General Fund Expenditures Excluding Fire by Department in Tukwila and Peer Cities, 2023 Tukwila Burien Kent Lynnwood Renton SeaTac 5% 18% 9% 9% 14% 19% 13% 7% 14% 43% 5% 10% 6% 22% 54% 13% 12° 6% 16% 42% 7% 5% 6% 14% 6% 14% 41% 14% 5% 9% 11% 10% 16% 35% 13% • Council/Mana ger/Mayor/Clerk • Administrative/Finance/IT/HR • Community/EconDev/Human Services • Legal/Court • Parks and Recreation • Police • Public Works/Streets Notes: The Mayor's Office in Tukwila includes funding for attorney services. This chart represents General Fund budgeted expenditures only. Cities may pay for these services using other funds as well, which are not represented here. Labels suppressed for shares under 5%. Sources: City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023; BERK 2023. Exhibit 30: General Fund Expenditures per $1,000 of Assessed Value, Tukwila and Peer Cities, 2023 $ 3.00 $2.50 $ 2.00 $1.50 $1.00 $0.50 $0.00 I I Police budget per $1,000 assessed Parks budget per $1,000 assessecl Development budget per $1,000 value value assessed value ■ Bu rien ■ Kent ■ Lynnwood ■ Renton ■ SeaTac ■ Tukwila Note: This chart represents General Fund budgeted expenditures only. Cities may pay for these services using other funds as well, which are not represented here. Sources: City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023; BERK 2023. :111 10/31/23 City of Tukwila I Community Profile and Peer Benchmarking 24