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HomeMy WebLinkAboutCOW 2024-04-22 Item 4A - Discussion - Financial Sustainability PlanCOUNCIL AGENDA SYNOPSIS Initials Meeting Date Prepared by Mayor's review Council review 4/22/24 LH ITEM INFORMATION ITEM NO. 4.A. STAFF SPONSOR: VICKY CARLSEN ORIGINAL AGENDA DATE: 4/22/24 AGENDA ITEM TITLE City of Tukwila Financial Sustainability Plan CATEGORY ® Discussion Mtg Date 4/22/24 ❑ Motion Mtg Date ❑ Resolution Mtg Date ❑ Ordinance Mtg Date ❑ Bid Award Mtg Date ❑ Public Hearing Mtg Date ❑ Other Mtg Date SPONSOR ® Council ® Mayor ❑ Admin Svcs ❑ DCD Finance ❑ Fire ❑ P&R ❑ Police ❑ PW SPONSOR'S SUMMARY The City contracted with Berk Consulting on the creation of a Financial Sustainability Plan, including the creation of a Financial Sustainability Committee that met 6 times between November 2023 and April 2024. The work is complete and this is the Report to the City Council. REVIEWED BY ❑ Trans&Infrastructure Svcs ❑ Community Svcs/Safety ❑ Finance & Governance ❑ Planning & Community Dev. ❑ LTAC DATE: ❑ Arts Comm. ❑ Parks Comm. ❑ Planning Comm. COMMITTEE CHAIR: RECOMMENDATIONS: SPONSOR/ADMIN. COMMITTEE COST IMPACT / FUND SOURCE EXPENDITURE REQUIRED AMOUNT BUDGETED APPROPRIATION REQUIRED Fund Source: Comments: MTG. DATE RECORD OF COUNCIL ACTION 4/22/24 MTG. DATE ATTACHMENTS 4/22/24 Presentation Final Draft Report Technical Appendix 1 2 z Q J a_ u u- wegmaiwasmiirevAlriimqyzom CN 1 CO O -o c • N L 1— -I—'c� U O CU U _ >, N tri CIQa_—, a_QQQQO>0 ii 6 . . . . . . . . . . . . . . • F.77 Financial Sustainability (13 c (13 0_ s>, EL U 0—) O O c _ co with FCSGROUP lead for Utility Rate Study. 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RI c c6 0 . � . c L O 0 0 O 0 s -o c O 0 .. 0 0-) c ca U • - ▪ -o c c6 U c c T •- 1 \co : .- I— 03 0) C 00 t) i O (1) 0 N D s O V c6 O CD 0 0 O 0 ( (1) + -) C -co, + -) 0 4J U O `' O U 0 0 0 O ca s s I— 0 ■ Community Vision, Values, and Planning .E z E E ■ Makeup of the Tukwila ■ Tukwila's Financial Condition ■ Budget History and Choices Going Forward 10 Common themes across the City's guiding documents describe the Tukwila community's desire for: O � tkA tA cb CU . o� 073 CI. CZ "- cx3 cur") c ■ Great neighborhoods and quality public spaces. ■ A vibrant and diverse economy. A positive community identity. Opportunity for all Tukwila residents. ■ ■ E W O N 0 O '-(2 —n a) c E (6 ai_ w () c a) E c a) 0 g eL O U U U —c a) •O •E + a�a)Q iO u 2 O �E0-w�e ci)U ix ■ ■ ■ ■ ■ 11 >- w 2 cn J W •• 2 O U —z Z� W 2 g 0 uw 5 W 0 W O R LL12- Wm I U. Op 0 z D O Compared to King County: 0) c c N co s co c cr) c6 N c6 -0 _0 0 D C 73 O CO U u >, 0 au co w c c O _c c U O U s CD Q Oc 7:3 L_ c CD co (lo •L i c _, 73 0 ca Q c U _cL• (0 - +-+ O cn c (/) U U Q O CO ▪ U = N N a � C s 0 0 s O }' co ▪ -0 CD a D c D a a3 c 0 O a(13 o 0 !_ '� _( N (3 Q 2 D I 0 ~ U a O O > c6 N s•+� o z s c c 1- L_ O (0 O d) .0 < N cc a O > o N a NO > co a3 z 0)- oC `�°' s (0 E ' ° < Q Q U H • • . ■ 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. 12 8 6 RI 1 N g of Core Revenues ■ Inflation is Outpacing G ■ Demand for City Services is Increasing N 0) c a) co U E CO ap E a. ) m s a E a e._>„ z 0 w z .0 0.) cu a.) a.) • I- o 13 Funding gaps Over half of Tukwila's Year 1 Year 2 Year 3 Year 4 Year 5 ■ Property Tax (1% annual growth) ■ Expenditures (3% annual growth) 14 fl-IdD Ionuuy N N 11 N 11 11 N 0 ` N r ) `�1 c0,, v 1 N LL ..„..„ z Q v, 5 ,.IL L 1 i N IL ce 1 7 nc 1 0, v c,i gii P �* D ; m aw orze 8 11 N 6 O N y o o 0 0 0 0 0 0 0 o o 0 0 0 0 0 0 6 a o 0 0 0 0 0 0 o o 0 0 0 0 0 0 Q O a 0 0 0 0 0 0 0 a o 0 0 0 0 0 0 00) -0 o 0 0 i i Linear (Annual CPI-U) unouay O Q ,a)w Li Vio Na„. cw ojw 5 L)D 0 ,11 0 CO 0 t �' N z D O N E N vi cn Q C �� t 2 u +1 o RL---- > X O O c N 0) Z O O OU E .c ccn 8o CD ICD . 15 O O 0 0 0 O O 0 0 0 O L( 0 h O V M M N N uoilolndod O N 0 N 0 N to o N 0 0 uA 0 0 N O O O N O P O O 0 O O O 0 O O O 'A 0 LA workload and will 2022 employment: 45,825 o o O O O O O O O O 0 0 0 0 O O O O O O O O N 43 h V M N 4uauaAo1dw3 paJaAO) increase demands on O N 0 0 O 71. h C) 0 N 0 M 0 N h N 0 N O N 0 N h O N 0 0 N h 0 0 N 16 aaid }noy}inn 's}uapisaa 000' L aad sdld O O O O ▪ N O O O O O O 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 W ▪ N O 0 0 0 0 0 O O O O O O O O O O u; Oso N N uop.elndod eUnnrl a) U � U +� • - s (7) v) (7) s o -0'L a) CD � 1 ( _000 o E o O 'FTEs per 1,000 residents (without Fire) Tukwila Population 17 rW LIJ U W W W 5 O _ r ° g. 0 W J -z Qo F LU X 4. The residential sector contributes 0 1 0 O I O q i O ,0 i -0 '0 I in Lr i '0 4# i 4, $ 20,378,000 $ 3,000,000 Cc▪ i -i O D c N oa oe 0 0 0 ti m -O N the commercial sector contributes c approximately 82%. $17,6 91,000 $ 3,000,000 Commercia 18 services. 2025-2026 BUDGET AND BEYOND 2021-2022 O N O fl-IdD lenuud 0 0 0 0 0 0 0 0 Lf) o Lf) o Lf) o LO o 0 M M N N Lf) 1 I $80,000,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0C o 0 co CV 0 0 o tfr 0 0 0 0 0 w N O N N N N O N LI) N O N N 0 N M N N N N N N O N O N O N 0, N co E N .. ; C C 0 Annual CPI-U (Seattle -Tacoma -Bellevue) m ii 0 0 7 C 0 x w p Proposed property tax capacity 0 C 0 0 0 -o 0 i 0 U- 0 0 C 0 0 I 19 Sources: City of Tukwila budgets, Bureau of Labor Statistics, BERK O) a) a)• a) E- a) E (0 U 0 s o to a as E O O w c H can i s 0 O C c 0) 0 vi y • � � O s c W E E c6 � O) U -c) a) U o a) s +� U >, C (13 (13 U c 0 c6730 \� U a) U 0 v) O • - cc:, y 0 O0 .V _ 0) w C Wa) c � 0a) .? 0 P o co 0 E 0 0 a) E a) s + o) C C 4 D 0 0 0 residents and businesses and to achieve Ion > 0 u) a) — O > a) i ._ U LE (6 Q) a) O) 0 O ,>, Q U v' a) a) c a) a) i ao , > O c .- cu 0 0 E s c a) •O 0 0 OU o = 0 a3 N D � O .' x n c co a) I— c E a) 2 s E _c i +� a) Q tu (0. o a _ c LL a) 0 3 co_ o `o d c o E •— c i .- a, y CL t o Ti cu 0 ; o_ 00 20 0, a. Build a culture and City processes that focus on quality and continuous improvement. b. Implement efficient and effective service delivery models. EL D +-+ c a) 0 X a) c (.0 iU T .c 0) .( u) 0 E c c6 -41 cn cn co CD 2 CD ,(13 D I— cn a) 03 c co E D a) (0 0 U d. Closely manage the City's capital investments and assets. e. Review the City's reserve policy. c c6 S +-, c6 w s co U c (6 c 4- u) U a) s D 0 c 0 all 0 c 2 s cn ui +-, a) 9 0) c3 4-0 Q 00 c 0 2 -0 U c (0c N -0 > (1) U c O a) - c 21 000 v -o W ) a) v C o a) cn V_ c a) a) (0 (f) a) D U ai b. Balance service needs and the use of property tax capacity in the next budget cycle. c. Provide excellent customer service to Tukwila residents and businesses. •I 22 a. Plan for future land (0 U c N (13 s C L_ � 0 , o �•0 '+_' O c1r) N +J (i) c U U o O U a N _ i N D +J U (3 a cn +- - O c6 cn _C.- }' (0 73 C U a) O (0U a)_cc O � D +-, C v) C � � E = > — 0.) V .0 c .5 c6 � 0 •_ 0) U tc) —(2 ._ +_, •_ c c U (-0ca s 4-J co +g —C3c 0") . 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O - c (0 o L, ▪ E _co 0 2 3 Y U • 5 O _C0- U H a) 30 0, N E 0 W z W i W DC Ci { 6 i] 3 These are the cost Find efficiencies, such as streamlining processes levers we can D 7) 0 CU a) o) N U 0 6N 31 0 W D W > W Ce Ir CD 0 c3 X (1) s c CO a X a) O c a) U O a > 4-1 U > a) a) -o c a) _ a) c D D -o O Q D W l• 1 Property tax revenue These are the revenue levers we cn D 7.3 CU C R3 U c O co L_ O a c 2 lO E 2 O) c lD T a) CO U (13 s w O L_ co a (i) L— W O . Establish cost recovery principles . User fee revenue w 0 X a) s c co a X a) O s O 2 O) c6 U a) 2 E X O (13 U a) 0. 0) 2 D O Q W Business taxes/fees Seek to increase grant revenues • 32 Southrenter Transst Center + Tukwila Pond Park 4 City of Tukwila Financial Sustainability Plan April 2024 I Final Draft Report 3.3 Financial Sustainability Committee Arta Baharmast Phillip Combs Jacob Halverson Kathy Hougardy Krysteena Mann Karin Masters Peggy McCarthy Annie McGrath Amber Meza Abdiwali Mohamed Diane Myers David Puki Verna Seal Greg Sherlock Project Team Leadership Vicky Carlsen, City of Tukwila Finance Director Laurel Humphrey, City of Tukwila Council Legislative Analyst Pete Mayer, City of Tukwila Parks and Recreation Director Marty Wine, City of Tukwila Acting City Administrator :ill BERK STRATEGY 11 ANALYSIS 11 COMMUNICATIONS 2200 Sixth Avenue, Suite 1000 Seattle, Washington 98121 P (206) 324-8760 www.berkconsulting.com "Helping Communities and Organizations Create Their Best Futures" Founded in 1988, we are an interdisciplinary strategy and analysis firm providing integrated, creative and analytically rigorous approaches to complex policy and planning decisions. Our team of strategic planners, policy and financial analysts, economists, cartographers, information designers and facilitators work together to bring new ideas, clarity, and robust frameworks to the development of analytically -based and action -oriented plans. Project Team Brian Murphy • Project Manager Katherine Goetz • Plan Lead Ariel Hsieh - Analyst DRAFT APRIL 2024 34 Executive Summary Like many communities in Washington, the City of Tukwila (the City) faces an ongoing structural budget deficit and was significantly impacted by the pandemic and resulting economic slowdown. At the same time, the City strives to maintain services to the community, respond as the community's needs change, and meet external mandates. Because of recent financial challenges, the City is making a concerted effort to work toward a more financially sustainable future. Being financially sustainable means balancing the cost of programs, services, and infrastructure investments with affordable and equitable impacts to taxpayers and ratepayers. It means being able to provide community -valued programs, services, and investments over the long-term. The development of the Financial Sustainability Plan was guided by a Financial Sustainability Committee (FSC) made up of Tukwila residents, business owners, and nonprofit leaders. The Financial Sustainability Committee served in an advisory role to City staff, the Mayor, and City Council and developed recommendations after reviewing the City's financial forecast, programs and services, and community makeup. The Committee emphasized ways the City could effectively use existing resources to deliver quality City services to residents and businesses and to achieve long-term financial sustainability. The Committee's recommendations fall under the following three categories: 0 Be Good Stewards of Public Resources. Build a culture of continuous improvement and � implement approaches and tools to improve the City's efficiency and effectiveness. 0 o Invest in the Tukwila Community's Highest Priorities. Align services with community priorities o and prudently manage the tax burden on residents and businesses. 0 Invest in Tukwila's Future. Make targeted investments to achieve long-term cost savings and improved outcomes for the Tukwila community. Many municipal financial sustainability efforts focus on how to increase revenues to pay for everything a city wants to do. Another sustainability strategy is to "bend the cost curve" to ensure expenditures can align more closely with ongoing revenues. The FSC focused on opportunities to "bend the cost curve" or employ efforts to use existing resources efficiently and slow growth in costs over time. The FSC's recommendations are grounded in its sense of the Tukwila's community ability to pay. The FSC suggests that the City of Tukwila takes the following phased approach to implementing the guidance contained in this Plan. 1. Implement recommendations that advance the City's financial management, resource effectiveness, and cost containment abilities. 2. Make deeper investments in efficiency and effectiveness. 3. Over the long-term, communicate openly and honestly with the Tukwila community about demands for City services and the City's performance, including efficiency gains. Some of the recommendations would require up -front investment. The City's adopted 6-year financial plan has sufficient revenues to fund these investments. FINAL DRAFT APRIL 2024 35 Working Toward a Financially Sustainable Future Developing a Financial Sustainability Plan Contents City of Tukwila Financial Sustainability Plan 1 Introduction 2 2 2 Context 4 Community Vision, Values, and Planning 5 Makeup of the Tukwila Community 6 Tukwila's Financial Condition 9 Budget History and Choices Going Forward 15 Committee Recommendations 16 Phased Implementation 21 Financial Strategy 23 Financial Forecast with Committee Recommendations 25 Conclusion and Next Steps 27 FINAL DRAFT APRIL 2024 36 Introduction Working Toward a Financially Sustainable Future The City of Tukwila faces an ongoing structural budget deficit and was significantly impacted by the pandemic and resultant economic slowdown. At the same time, the City strives to maintain quality services for the Tukwila community, respond as the community's needs change, and meet external mandates. The City is making a concerted effort to work toward a more financially sustainable future. Being financially sustainable means balancing the cost of programs, services, and infrastructure investments with affordable and equitable demands on taxpayers and ratepayers. It means being able to provide community -valued programs, services, and investments over the long-term. Being financially sustainable does not necessarily mean that the process of setting a budget will be easy; there may still be choices to make about the levels of service to provide and how best to fund them. The current City budget incorporates two significant changes that present opportunities: the adoption of a new revenue stream and a significant change in service delivery. The City adopted a Business & Occupation Tax, which begins in 2024, and began paying the Puget Sound Regional Fire Authority (RFA) for service instead of having a City fire department. In 2025, Tukwila will become part of the Puget Sound Regional Fire Authority (RFA) so the City will no longer pay for fire and emergency services and no longer collect the corresponding property tax revenue. These actions — diversifying revenue sources and reducing ongoing expenditures — are important elements that can enhance the City's long-term financial sustainability. It is also important to consider that while the City no longer collects revenues for the provision of fire service, taxpayers continue to bear this cost, with payments directed towards the RFA. Developing a Financial Sustainability Plan Cities and counties across Washington are challenged to establish a financially sustainable future in the face of structural fiscal challenges. The work that went into developing this report incorporates information and perspectives unique to Tukwila in order to have a Tukwila -specific plan. The development of the Financial Sustainability Plan was guided by a Financial Sustainability Committee (FSC) made up of fourteen Tukwila residents, business owners, and nonprofit leaders. The FSC served in an advisory role to City staff, the Mayor, and City Council. The plan was developed in collaboration with City staff and supported by a consulting team. The consulting team presented contextual information to the FSC and facilitated discussions about options to enhance financial sustainability. The FSC met six times in person between November 2023 and April 2024 and discussed the following: ■ Community context. Information about Tukwila's demographics and employment profile in comparison to select peer cities. : ill FINAL DRAFT APRIL 2024 2 3, City of Tukwila Financial Sustainability Plan Introduction ■ Community vision and priorities. The City's priorities as identified in adopted plans and prior public engagement conducted in 2021 in preparation for development of the next biennial budget. ■ City revenues and expenditures. Information about the City's primary revenue sources and expenditure categories with a focus on the General Fund, the City's largest and most flexible fund. ■ City programs and services. The City's programs, services, and departmental priorities. The FSC indicated which should be a high priority and which should be a lower priority. ■ Financial impact of recommendations. The estimated financial impact of preliminary FSC recommendations based on the City's adopted financial forecast. ■ Recommendations for long-term financial sustainability. Draft guidance based on discussions among the FSC and recommendations from individual members. The FSC then finalized recommendations for the City, which are described in Committee Recommendations. A separate Technical Appendix provides the full suite of information that was shared with the Committee for discussion. :ill 38 FINAL DRAFT APRIL 2024 3 Context This section presents context that is essential to understanding Tukwila's financial position and the opportunities and challenges it faces in seeking to achieve fiscal sustainability, including: ■ Community Vision, Values, and Planning ■ Makeup of the Tukwila Community ■ Tukwila's Financial Condition ■ Budget History and Choices Going Forward :ill FINAL DRAFT APRIL 2024 4 39 City of Tukwila Financial Sustainability Plan Context Community Vision, Values, and Planning The following planning documents were informed by significant community engagement and have been adopted by Council. They serve as foundational guidance for City efforts and informed the development of this Financial Sustainability Plan. • Strategic Plan • Comprehensive Plan ■ Parks, Recreation, and Open Space Plan ■ Economic Development Strategy ■ Resolution 1921: Tukwila's Equity Policy Common themes across these guiding documents describe the Tukwila community's desire for: • Great neighborhoods and quality public spaces. ■ A vibrant and diverse economy. ■ A positive community identity. • Opportunity for all Tukwila residents. From the City of Tukwila Strategic Plan COMMUNITY VISION The city of opportunity, the community of choice. CITY MISSION To provide superior services that support a safe, inviting and healthy environment for our residents, businesses and guests. :ill 40 FINAL DRAFT APRIL 2024 5 City of Tukwila Financial Sustainability Plan Context Makeup of the Tukwila Community The demographics of the Tukwila community had a significant impact on the recommendations of the Financial Sustainability Committee. Several of these recommendations remind policy makers and staff to be mindful of the Tukwila community's particular service needs and to ensure that City services and facilities are designed with the Tukwila community in mind. 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 1). Almost 20% of the Tukwila population identifies as Hispanic or Latino, which is nearly double the King County average (Exhibit 2). Tukwila has a larger share of renter -occupied households than peer cities and King County as a whole (Exhibit 3). Tukwila has a higher share of low-income households than King County, particularly among renters (Exhibit 4). Tukwila residents identify as less healthy than residents in King County and Washington State (Exhibit 5). Exhibit 1: Racial Composition of Tukwila and King County, 2021 13% 19% 33% Tukwila 9% 4% 6% 61% King County ■ 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 Note: Labels are suppressed for shares under 1 %. Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates; BERK, 2023. :l11 FINAL DRAFT APRIL 2024 6 41- City of Tukwila Financial Sustainability Plan Context Exhibit 2: Hispanic or Latino Composition of Tukwila and King County, 2021 82% Tukwila 90% King County Hispanic or Latino • Not Hispanic or Latino Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates; BERK, 2023. Exhibit 3: 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% 45% 47% 37% 51% 32% 44 40% Tukwila Burien Kent Renton SeaTac King County Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020; BERK, 2023. :III FINAL DRAFT APRIL 2024 7 42 City of Tukwila Financial Sustainability Plan Context Exhibit 4: Renter Households by Median Family Income, Tukwila, Peer Cities, and King County, 2020 21% 15% 13% 27% Tukwila w 10% 25% 20% 12% 14% 24 28 16% 18% 17% 9% 20% 20% 22% 11% 18% 27% 39° 11% 14% 15% Burien Kent 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) Note: Median family income refers to the HUD Area Median Family Income for the Seattle -Tacoma -Bellevue Metropolitan Statistical Area, which is adjusted based on household size. Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020; BERK, 2023. Exhibit 5: Select Community Health Indicators, Tukwila, King County, and Washington State, 2021 40 35 30 25 20 15 10 5 0 Fair or poor Frequent Unhealthy days Unhealthy days Disability (%) No primary Uninsured age health (°I°) mental distress (18+) (days) (65+) (days) care provider 18-64 (%) (%) (%) ■ SeaTac/Tukwila ■ King County ■ Washington State Source: Public Health — Seattle & King County, City Profile Data, 2021; BERK, 2023. :11 FINAL DRAFT APRIL 2024 8 43 City of Tukwila Financial Sustainability Plan Context Tukwila's Financial Condition Tukwila has significant assets and real challenges to fiscal sustainability, some of which are common to local governments in Washington, and some of which are unique to Tukwila. The following forces are explained on the following pages: • Inflation is Outpacing Growth of Core Revenues • Demand for City Services is Increasing • Tukwila's Role in the Regional Economy Comes with Benefits and Challenges Inflation is Outpacing Growth of Core Revenues One factor that impacts every city and county in Washington is the limit on annual property tax growth. In Washington, a jurisdiction's property tax revenues can only increase by 1 % annually, unless the public votes for a greater increase (a levy lid lift)1. A city's baseline expenditures typically grow more than 1 % annually due to inflation, creating a structural funding gap as shown at right. If the community requests additional services, this can increase costs even more. When property tax comprises a large share of a city's ongoing revenues, which it does in Tukwila, it contributes to a growing gap between revenues and expenses. New construction is not subject to the 1 % limit on the total property tax a city can collect, so taxes levied on new construction provide a one-year bump to property tax revenue. This creates a financial incentive for cities to grow. While this growth provides additional revenue, in property tax revenue and other revenues associated with construction and future uses of the property, it creates an additional service need for a city as well. More residents and/or employees mean greater use of infrastructure like the road network and services like permitting or law enforcement. Illustration of Structural Funding Gap Created by Property Tax Cap I Funding gaps di Year 1 Year 2 Year 3 Year 4 Year 5 • Property Tax (1% annual growth) • Expenditures (3%annual growth) The regional labor market is putting pressure on employee costs, which comprise a large share of city budgets. Most services that the City provides to Tukwila residents, businesses, and visitors are labor- intensive and the City spends the largest percentage of General Fund expenditures on salaries and benefits. As cities in the region compete for new employees and seek to retain current employees, many are increasing wages. Tukwila's employee compensation is guided by a City Council -adopted compensation policy and philosophy. The policy states that the City will seek to set salaries at the market average for non -represented positions and at a "competitive" level for represented employees. Other costs of providing existing services are increasing. This will impact the City's ability to provide the same level of services over time. Some costs are outside of a department's control, such as the impact of inflation on supplies or services or participation in mandated training. The City has also made significant investments in infrastructure and systems. These investments need ongoing operational support. 1 This is the result of Legislative action following the passage of Initiative 747 in 2001. ▪ 111 FINAL DRAFT APRIL 2024 44 9 City of Tukwila Financial Sustainability Plan Context Exhibit 6 and Exhibit 7 show Tukwila's ongoing revenues and expenditures compared to the annual Consumer Price Index for Urban consumers (CPI-U) for Seattle -Tacoma -Bellevue. In these exhibits, the revenue and expenditures associated with fire and emergency medical services have been taken out to provide consistent information over time. Prior to 2023, the City had a Fire Department. In 2023 and 2024, the City is paying the Puget Sound Regional Fire Authority (RFA) for service as it transitions to Tukwila receiving service directly from the RFA in 2025. Exhibit 6 shows that ongoing revenue growth has on average been lower with inflation. Over half of Tukwila's ongoing revenue comes from property tax and sales tax. Property tax grows more slowly than inflation, as mentioned above, and sales tax is subject to economic conditions, which have been unusually volatile due to the pandemic. Exhibit 7 shows that ongoing expenditure growth has on average been in line with inflation. Exhibit 6: Tukwila's Ongoing Revenues and Annual CPI-U, 2016-2028 t S80,000,000 450 o Revenue impact 570,000,000 ] 400 $60,000,000 $50,000,000 $40,000,000 $30,000,000 520,000,000 S 10,000,000 350 300 250 200 150 100 50 $0 0 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 Revenues w/o Fire Annual CPI-U --- Linear (Revenues w/o Fire) .' - Linear (Annual CPI-u) Annual CPI-U Note: Ongoing revenues to support Fire and EMS services have been removed to allow for easier comparison between the periods before and after annexation into the Regional Fire Authority. Sources: City of Tukwila budgets; Bureau of Labor Statistics, 2024; BERK, 2024. :ill FINAL DRAFT APRIL 2024 10 45 City of Tukwila Financial Sustainability Plan Context Exhibit 7: Tukwila's Ongoing Expenditures and Annual CPI-U, 2016-2028 t 580,000,000 0 a $70,000,000 560,000,000 $50,000,000 $40,000,000 530,000,000 $20,000,000 510,000,000 50 2016 2017 2018 2014 2020 2021 2022 2023 2024 2025 2026 2027 2028 Expenditures w/o Fire Annual CPI-U — Linear {Expenditures w/o Fire) — t Linear (Annual CPI-U) 450 400 350 300 250 20❑ 15❑ 100 50 0 Annual CPI-U Note: Ongoing expenditures to support Fire and EMS services have been removed to allow for easier comparison between the periods before and after annexation into the Regional Fire Authority. Sources: City of Tukwila budgets; Bureau of Labor Statistics, 2024; BERK, 2024. Demand for City Services is Increasing While the impacts of the property tax cap and inflation as described above make it difficult for Tukwila to retain current service levels, several factors are contributing to an increase in demand for City services. The Tukwila community benefits from a high level of service. The City has various social service needs. There are many new residents, including refugees and people seeking asylum. The consumers of City services may need individualized support. City staffing levels are higher than the size of the residential population would require; departments must have staff to support the high number of daytime visitors. Tukwila must plan for additional residents and jobs over the next 20 years. Based on state law and the region's plan for growth, the City must plan for 1 3,000 (58%) more residents and 17,000 (38%) additional jobs by 2044 (Exhibit 8 and Exhibit 9). This growth will impact staff workload and will increase demands on the City's infrastructure. :111 46 FINAL DRAFT APRIL 2024 11 City of Tukwila Financial Sustainability Plan Context Exhibit 8: Tukwila Historical and Projected Residential Population, 1990-2044 c 0 a a. 0 a. 40,000 35,000 30,000 25,000 20,000 15,000 10,000 5,000 2023 population: 22,780 2044 target: 36,005 (+2.2% per year) , o 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 Year Sources: Washington Office of Financial Management, 2023; Puget Sound Regional Council, 2023. Exhibit 9: Covered Employment in Tukwila, 2000-2045 Covered Employment 70,000 60,000 50,000 40,000 30,000 20,000 10,000 2022 employment: 45,825 2044 target: 63,074 (+1.5% per year) ___o 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. Population and employment growth are drivers of staff workload and will increase demands on the City's infrastructure and services. As the City grows in residential population and employment, it will likely implement new projects and add new employees, which adds to the workload of internal service departments. With more residents, jobs, and daytime visitors, some departments will need to add staff to provide the same level of service. :111 FINAL DRAFT APRIL 2024 12 4, City of Tukwila Financial Sustainability Plan Context 1 Total City staffing per 1,000 residents has decreased slightly since 2016, during which time the City's population has continued to grow. While City staffing does not have to track with population, population tends to be a driver of demand for services. Tukwila Population and Full-time Equivalent Positions per 1,000 Residents, 2016-2023 Tukwila Population 25,000 15,000 10,000 5,000 0 2016 2017 2018 2019 2020 2021 2022 2023 Tukwila Population — — — FTEs per 1,000 residents (without Fire) 16.0 14.0 12.0 10.0 8.0 6.0 4.0 2.0 0.0 FTEs per 1,000 residents, without Fire Sources: City of Tukwila budgets; Washington Office of Financial Management, 2024; BERK, 2024. Tukwila's Role in the Regional Economy Comes with Benefits and Challenges Tukwila has an outsized commercial sector that includes a regional retail center and a large regional employment base. While most Tukwila businesses have 100 or fewer employees, Tukwila is also a regional shopping destination with Southcenter Mall and significant adjacent retail that draws shoppers into the community. Tukwila is also a regional employment center with approximately 45,800 jobs, or 2.03 jobs for every resident. Most jobs are in the service, retail, and manufacturing sectors and most workers commute from outside the City. Jobs in Tukwila are projected to grow over the next two decades. Tukwila sees approximately 150,000 daytime non-residents who commute in for shopping and employment. This increases the demand for public services and increases City revenues, as described in the following section. :ill 48 FINAL DRAFT APRIL 2024 1 3 City of Tukwila Financial Sustainability Plan Context Tukwila's strong commercial sector provides a financial benefit for the City, but also brings significant costs. Over 25% of Tukwila's General Fund revenues are from sales taxes. With the Southcenter Mall, a majority of Tukwila's taxable retail sales are attributed to consumer shopping. Having a strong commercial sector and associated sales tax revenue means Tukwila is not as reliant on property tax revenue as many other cities, but the commercial sector has an impact on costs as well. The Police Department is one department that tracks data based on location. The Department found that of police case reports that we know are for either business or residential properties, approximately 82% are associated with business. The cost to provide services to residents and businesses is difficult to measure for all City services as departments may not track their workload data by location or customer type. Going forward, the FSC recommends the City better track and communicate key performance indicators, including measures of demand for City services. By estimating the share of City revenues generated by residential and commercial properties, we found that Tukwila's residential population contributes approximately 18% of total revenues and the commercial sector contributes approximately 82%, as shown in Exhibit 10. This split aligns with the Police Department case report data. In this analysis, property tax and utility taxes are split based on the current share of property tax revenue from each sector, which is 67% from commercial properties and 33% from residential properties. Sales tax is split based on the share of residents and share of estimated daytime visitors, assuming 22,780 residents and 150,000 daytime visitors. B&O tax, business license fee revenue, and gambling/admission taxes are attributed all to commercial sources. Exhibit 10: Tukwila Major General Fund Revenues and Residential/Commercial Split, 2023 Property Tax Sales B&O Business Utility Gambling/ Share of Tax Tax License Taxes Admissions Total Fees Taxes 2023 Budget ................................ Residential $5,835,000 $2,687,000 $1,419,000 $17,682,000 $20,378,000 $3,000,000 $3,230,000 $4,300,000 $5,516,000 Commercial $11,847,000 $17,691,000 $3,000,000 $3,230,000 $2,881,000 $5,516,000 18% 82% Notes: Amounts have been rounded to the nearest $1,000. Source: City of Tukwila, 2023; BERK 2024. AI FINAL DRAFT APRIL 2024 14 49 City of Tukwila Financial Sustainability Plan Context Budget History and Choices Going Forward Before 2020, the City balanced its budget and aligned expenditures with available revenues. Ongoing revenues have grown more slowly than expenditures, putting the City's budget in a structural deficit. With a structural deficit, cities must make choices about the level of service it provides to its community that align with available revenues. In 2020, Tukwila was hit hard by the pandemic. Total General Fund revenues declined by 7% in 2020, as retail establishments closed, and many people moved their shopping online. This structural deficit required reduced service levels that aligned with what the lower revenues could support. Luckily, Tukwila and other cities received federal American Rescue Plan Act (ARPA) funds to offset the loss of local revenue and support greater service needs for the community. From 2021 to 2024, the City used one-time federal revenues to reinstate key positions and restore some services, however, this funding will lapse at the end of 2024, which means Tukwila must identify alternative revenue sources going forward. The City adopted a new Business & Occupation tax, to begin in 2024, to fully fund the Police Department. This new revenue source also further diversifies the City's revenue streams. The City will annex into the Puget Sound Regional Fire Authority in 2025, which will reduce a large expenditure for the City and create flexibility in the City's general property tax levy capacity. The City's adopted 6-year General Fund Financial Plan assumes use of about half of the property tax capacity created with annexation into the RFA, starting in 2025. This revenue will continue funding services that were restored in the 2023-2024 budget and fund all remaining services that were reduced during the pandemic. Exhibit 11 shows the City's revenues and expenditures over time and highlights the use of one-time revenues and potential property tax capacity in 2025-2028. Exhibit 11: Tukwila Revenues and Expenditures and Annual CPI-U, 2016-2028 $80,000,000 $70,000,000 S60,000,000 $50,000,000 $40,000.000 $30,000,000 S20,000,000 S 10,000,000 50 2016 2017 2018 2019 2020 2021 2022 i 2023 Revenues we) Fire One-tiirrefederal revenues =Proposed property tax capacity -Expenditures w/o Fire 2025 2026 2027 2028 Annual CPI•ll (Seattle -Tacoma -Bellevue) Note: Ongoing revenues and expenditures to support Fire and EMS services have been removed to allow for easier comparison between the periods before and after annexation into the Regional Fire Authority. Sources: City of Tukwila budgets; Bureau of Labor Statistics, 2024; BERK, 2024. 450 400u 350 300 250 200 150 - 100 50 0 50 FINAL DRAFT APRIL 2024 15 Committee Recommendations The Financial Sustainability Committee developed the following recommendations after reviewing the City's financial forecast, programs and services, and community makeup. The Committee emphasized ways the City could effectively use existing resources to deliver quality City services to residents and businesses and to achieve long-term financial sustainability. The Committee's recommendations are organized in three categories: Q:0 1. Be Good Stewards of Public Resources. Build a culture of continuous improvement and implement approaches and tools to improve the City's efficiency and effectiveness2. 0 0 2. Invest in the Tukwila Community's Highest Priorities. Align services with community 0 o6 priorities and prudently manage the tax burden on residents and businesses. 3. Invest in Tukwila's Future. Make targeted investments to achieve long-term cost savings and improved outcomes for the Tukwila community. Each of these areas of focus are described in more detail on the following pages. A dollar sign ($) is used to designate strategies that will require investment of City resources to implement and the Committee's recommendations for phased implementation are presented on page 21. 2 "Investment" icon by Mahmure Alp from https://thenounproject.com/icon/investment-1033156/ .111 FINAL DRAFT APRIL 2024 51 16 City of Tukwila Financial Sustainability Plan Committee Recommendations Q40 1. Be Good Stewards of Public Resources a. Build a culture and City processes that focus on quality and continuous improvement. ■ Instill a dedication to public service that centers resource stewardship and the provision of high -quality services to Tukwila residents and businesses. This could include recognition or performance awards for staff who identify ways to enhance effectiveness, reduce costs, enhance revenue, or otherwise advance the City's goals. ■ Implement comprehensive continuous improvement and quality control efforts. Use consultants and internal expertise to systematically refine service delivery by streamlining processes, reducing waste, and maximizing customer benefits. This could include increasing procurement limits and reducing the number of approval steps. $ ■ Conduct rolling performance audits of large or impactful programs. Review programs to identify opportunities for achieving greater efficiency and effectiveness. Use independent consultants to conduct performance audits in key programmatic areas. $ ■ Track program -specific key performance indicators (KPIs) to capture demands for service and program performance. Use this information to report on the City's ability to meet community needs and its resource efficiency (costs for service delivery) over time. b. Implement efficient and effective service delivery models. ■ Identify opportunities to increase staff productivity. Enhance systems for performance management and accountability. Consider opportunities to shift positions to meet needs and dedicate time to cross -training to help staff meet workload demands with existing resources. Conduct a review of the City's remote -work policies and practices. ■ Ensure leaders have the skills and capacity they need to manage staff effectively. Also identify opportunities to establish "working manager" roles where managers provide service delivery capacity as well as supervising others' work. ■ Be smart about the use of consultants. Seek the most efficient and effective balance of staff capacity and costs, consultant costs, and aggressiveness of the City's work plan. Leverage consultant contracts to build durable tools and enhance staff capacity. Review consultant engagements to identify lessons learned. c. Carefully manage City staff: Tukwila's greatest asset and most significant expenditure. ■ Conduct a third -party review of the City's employment positions, salaries, and benefits to ensure the City has an optimal staffing structure given the service needs of the Tukwila community. Thereafter, continue to conduct total cost of compensation studies on a regular basis. Use robust vetting process and place new hires at appropriate paygrade and position level. $ ■ Streamline management staffing capacity with the transition of fire services to the Puget Sound Regional Fire Authority. Take advantage of this reduction in City staff numbers and management complexity by looking for opportunities to more fully use or consolidate existing executive level staff. :ill 52 FINAL DRAFT APRIL 2024 17 City of Tukwila Financial Sustainability Plan Committee Recommendations • Explore creative opportunities for efficient staffing within the bounds of labor agreements. This could include deploying non -uniform personnel to deliver some appropriate public safety services, redeploying seasonal employees during periods of low demand to other work areas, contracting, and considering tiered employment positions and apprenticeships that allow new employees to gain knowledge and experience. This may attract younger Tukwila residents to apply. The City could raise awareness of job openings among high school students and others via Tukwila media, social media, and community networks. ■ Include consideration of non -salary benefits (insurance, pensions, paid time off, etc.) when benchmarking staff compensation. Recognize that compensation will vary by jurisdiction and choose benchmark cities appropriately. d. Closely manage the City's capital investments and assets. ■ Make capital investments that provide the best return on investment for the community. Consider the City's ability to pay for ongoing maintenance and capital replacement needs when considering potential new capital investments. ■ Calibrate the design of new facilities to a Tukwila -appropriate standard. Invest appropriately by considering design, amenities, and likely future use by the community. Focus on the fit, form, and function and be practical and efficient with the programming of a facility. Involve those who will use a facility in the design process. • Avoid cost overruns in future capital investments by implementing strong project management tools and practices. Seek to use experienced capital project managers to ensure projects remain within budget. $ e. Review the City's reserve policy. List specific events for which the City's reserve funds will be used and give guidance on how much should be used. In future economic downturns, consider using reserves to supplement essential public services rather than reducing services. f. Proactively and transparently share information about the City's financial health and intended financial strategies to build trust with the Tukwila community. ■ Transparently communicate the City's performance and financial needs and strategies in the face of inflation and changes in demands for service. The KPIs generated in 1 a. should be incorporated in this reporting. ■ Continue to publish full quarterly financial reports of all funds. This will provide the community with valuable information without their need to submit a Public Records Request. ■ Provide regular reporting on implementation of this study's recommendations as described in the Implementation section below. .111 FINAL DRAFT APRIL 2024 18 53 City of Tukwila Financial Sustainability Plan Committee Recommendations 0 0 2. Invest in the Tukwila Community's Highest Priorities a. Use a lens of the expected return on investment for the Tukwila community to evaluate City service and capital expenditures. Tukwila's population is younger, more mobile, more diverse, lower income, and less healthy than King County overall. Consider Tukwila's unique community makeup when prioritizing and tailoring City services and capital investments, recognizing that return on investment may not always be quantifiable. ■ Regularly conduct a statistically valid survey of Tukwila residents and businesses to determine needs and priorities. Ensure this survey accurately reflects Tukwila's cultural and linguistic diversity. Use this information in budget setting and service design. $ ■ Prioritize investments in 1) public safety and 2) maintaining existing assets. See 3) Invest in Tukwila's Future, below. • Use the City's established Priority -Based Budgeting process to direct resources to programs and services that best meet community needs. b. Balance service needs and the use of property tax capacity in the next budget cycle. Use surveys of residents and businesses to evaluate the community's priorities and service level expectations. Be transparent with the community about what level of service can be provided. Consider the net burden when setting policy for property tax levels and other tax or rate adjustments, seeking to balance revenue generation needed to provide quality City services with maintaining affordability for lower income households and smaller businesses. c. Provide excellent customer service to Tukwila residents and businesses. $ ■ Reduce silos across City departments to enhance customer service and efficiency of service delivery. ■ Evaluate cost-effective ways community members can access in -person and online services, such as kiosks at other City facilities or expanded operating hours at City Hall. • Use tools such as See -Click -Fix to effectively monitor and respond to community requests or needs. Analyze the data received to identify and proactively address trends and patterns. Assess community satisfaction of service delivered. 11l FINAL DRAFT APRIL 2024 54 19 City of Tukwila Financial Sustainability Plan Committee Recommendations 0 3. Invest in Tukwila's Future a. Plan for future land uses that will strengthen the City's fiscal position and the sustainability of high -quality City services. Increase growth and development in a targeted way to create new revenue and create future revenue streams. b. Encourage business growth and investment in the Tukwila economy. Foster opportunities for business and take care of established businesses to create a healthy economy, which will ultimately generate revenues for the City. $ ■ Fund the City's economic development function and implement the City's Economic Development Strategy. Share progress on the implementation of the Economic Development Strategy. ■ Leverage economic development strategies such as the Multifamily Tax Exemption, Tax Increment Financing, and other tools. ■ Maintain competitiveness in taxes and fees with neighboring jurisdictions. Consider having either the B&O tax or the business license fee, not both. $ c. Involve the community in defining Tukwila's approach to public safety. Safety is an essential human need and "public safety" will typically rate very highly in community priority surveys, but a more nuanced understanding is needed to clarify what we mean by the term and what kinds of investments we'll make to enhance public safety, including consideration of preventative and reactive policing, as well as investments in recreation programming for youth, considering public safety in land use planning and development, and investments in maintaining and enhancing physical infrastructure. $ d. Invest in the City's existing assets: Tukwila's staff and infrastructure. Embrace an understanding that we make the most efficient use of existing resources and avoid long-term costs by investing in our people and maintaining physical assets in a state of good repair. $ ■ Invest in retaining quality staff, which is less expensive than the cost of turnover and provides more consistent, high -quality services for residents. Retention efforts should be balanced with clear performance requirements and recognition that a healthy level of turnover should be seen as an opportunity to enhance the City's skilled staff and bring its compensation structure into line. ■ Develop a plan and asset management model for the City's assets. Develop a lifecycle replacement plan for City facilities and systems. Assess the City's properties and identify their best use. Sell properties with no future City use identified. ■ Maintain street and sidewalk infrastructure in a state of good repair to avoid more expensive long-term costs. e. Invest in the City's expertise and capacity in functions that are critical for financial sustainability. $ ■ Strengthen the City's financial management, human resources management, and capital project management. ■ Strengthen grant administration to enhance service delivery via grant awards. Opportunity areas include infrastructure, parks and recreation, and public safety. :ill FINAL DRAFT APRIL 2024 20 55 Phased Implementation The Committee suggests that the City of Tukwila takes the following phased approach to implementing the guidance contained in this Plan. First, implement recommendations that advance the City's financial management, resource effectiveness, and cost containment abilities. Specific recommendations that fall in this immediate call to action include: 1 a. Build a culture and City processes that focus on quality and continuous improvement. 1 f. Proactively and transparently share information about the City's financial status. 2a. Use a lens of the expected return on investment for the Tukwila community to evaluate City service and capital expenditures. 2b. Balance service needs and the use of property tax capacity in the next budget cycle. 3e. Invest in the City's expertise and capacity in functions that are critical for financial sustainability. Second, make deeper investments in efficiency and effectiveness. Related recommendations include: 1 b. Implement efficient and effective service delivery models. 1 c. Carefully manage City staff: Tukwila's greatest asset and most significant expenditure. 1 d. Closely manage the City's capital investments and assets. 1 e. Review the City's reserve policy. 2c. Provide excellent customer service to Tukwila residents and businesses. 3a. Plan for future land uses that will strengthen the City's fiscal position and the sustainability of high - quality City services. 3b. Encourage business growth and investment in the Tukwila economy. 3c. Involve the community in defining Tukwila's approach to public safety. 3d. Invest in the City's existing assets: Tukwila's staff and infrastructure. Over the long-term, communicate openly and honestly with the Tukwila community about demands for City services and the City's performance, including efficiency gains. Several strategies described in the preceding section are designed to position the City in a trusted relationship with the community it serves and is dependent on for revenues. By tracking program -specific key performance indicators, capturing demands for service and program performance (Strategy 1 a) and proactively and transparently sharing information about the City's financial health and financial strategies (Strategy 1 c), the City will be seen as a trusted steward of public resources and as a provider of services that are essential to the well-being and prosperity of the whole Tukwila community. Both residential and commercial tax payors will be more informed and more open to conversations about City services and revenue requirements. 56 FINAL DRAFT APRIL 2024 21 City of Tukwila Financial Sustainability Plan Phased Implementation Over time, inflation, increasing demand for services, and other factors will erode the City's ability to provide the desired services to the Tukwila community. At this point, the City may reconstitute a Financial Sustainability Committee or otherwise strategize for how to engage tax payors in discussion about their willingness to pay for desired service levels. The City's efforts to achieve cost efficiencies and transparently communicate with its community will have placed it in a trusted position to engage in this conversation and potentially ask for additional resources. :ill FINAL DRAFT APRIL 2024 22 5, Financial Strategy The Financial Sustainability Committee emphasized ways the City could effectively use existing resources to deliver quality City services to residents and businesses and to achieve long-term financial sustainability. The Committee did not explore options for additional revenue beyond what is in the City's adopted 6-year Financial Plan and does not recommend adopting new revenue tools at this time. Many financial sustainability efforts focus on how to increase revenues to pay for everything a city wants to do. But revenue is one side of the equation. Cost is the other side of the equation, and another sustainability strategy is to "bend the cost curve" to ensure expenditures can align more closely with ongoing revenues. The FSC focused on opportunities to "bend the cost curve" or employ efforts to use existing resources efficiently and slow growth in costs over time. The FSC's recommendations are grounded by the Tukwila community's ability to pay. The FSC reviewed the City's adopted 6-year Financial Plan and its assumptions, which include the continuation of the B&O tax and use of about half of the property tax capacity created with annexation into the RFA. This property tax revenue will continue funding services that were restored in the 2023- 2024 budget and fund all remaining services that were reduced during the pandemic. The FSC considered the net impact of: ■ City property taxes. These were assumed at the levy rate of $1.1 2 per $1,000 of assessed value in 2025 as assumed in the adopted Financial Plan. ■ City's utility fees. The City is conducting a utility rate study which has identified revenue needs for City -owned utilities based on required capital and operating investments. Estimated future rates for example residential and commercial customers were provided to see the total estimated impact. This analysis assumes that the existing rate structure for residential and commercial customers would be maintained. This policy choice will be evaluated by the City Council in the near future. ■ The RFA's property taxes and fire benefit charge. The results of exploratory analysis are shown in Exhibit 12 for residents and Exhibit 13 for a variety of example business types. Both exhibits show that while taxes related to the City's property tax will go down, overall payments, inclusive of City property taxes and utility fees, as well as the RFA's property taxes and fire benefits charge, will go up. This generated concern among some Committee members recognizing the financial challenges this may create for some. This balance of service delivery/revenue requirements and tax burden will continue to be a challenge for Tukwila and other communities. The FSC's suggestions related to future revenues are to: ■ Maintain competitiveness in taxes and fees with neighboring jurisdictions as additional investment in Tukwila's economy will generate long-term financial returns and supplement revenues generated from the residential community. :ill 58 FINAL DRAFT APRIL 2024 23 City of Tukwila Financial Sustainability Plan Financial Strategy ■ Consider the net burden when setting policy for property tax levels and other tax or rate adjustments, seeking to balance revenue generation needed to provide quality City services with maintaining affordability for lower -income households and smaller businesses. Exhibit 12: Estimated Annual Tax and Utility Fee Impact on Average Residential Property Year RFA - annual City - annual City - annual RFA - annual Fire Benefit Annual property tax utility fees property tax Charge Total 2024 $1,225 $1,236 Not applicable Not applicable 2025 Increase (Decrease) $715 ($510) $1,320 $84 $459 $459 $290 $290 $2,461 $2,784 $323 Notes: The 2023 median residential assessed value is $510,000. The square footage of this example property is 2,060. Utility fees reflect winter rates for water, sewer, and surface water. Sources: City of Tukwila 2023; King County Assessor, 2024; BERK 2024; FCS Group, 2024. Exhibit 13: Estimated Annual Tax and Utility Fee Impact on Example Businesses City - RFA - City - City - annual RFA - annual Fire Type of annual annual business annual Benefit Annual Business Year property tax utility fees charges property tax Charge Total Small retail 2024 2025 $649 $379 $ 2,364 $2,508 Increase (Decrease) ($270) $144 Not $448 applicable $448 $0 $243 Not applicable $295 $3,461 $3,873 $243 $295 $412 Large retail 2024 $51,457 ............................................................................................ 2025 $30,034 Increase (Decrease) ($21,423) $1,836 Not applicable $19,281 Not applicable $125,923 $22,338 $147,955 $0 $19,281 $22,338 $22,032 Restaurant 2024 $5,349 ........................................................................................... 2025 $3,122 Increase (Decrease) ($2,227) $1,404 Not $7,936 applicable $7,936 $ 2,004 Not applicable $1,298 $0 $2,004 $1,298 $2,479 Note: Utility fees reflect winter rates for water, sewer, and surface water. The example small retail property is approximately 1,500 square feet; the example large retail property is approximately 150,000 square feet; the example restaurant property is approximately 8,800 square feet. Sources: City of Tukwila 2023; King County Assessor, 2024; BERK 2024; FCS Group, 2024. :111 FINAL DRAFT APRIL 2024 24 59 City of Tukwila Financial Sustainability Plan Financial Strategy Financial Forecast with Committee Recommendations The financial forecast that incorporates the FSC's recommendations is shown in Exhibit 14 and Exhibit 15. Revenues in the financial forecast are sufficient to fund the FSC's recommendations. The forecast includes the following expenditure assumptions tied to Committee recommendations: 1. Be Good Stewards of Public Resources 1 a. Use of performance audits and continuous improvement to achieve efficiency and effectiveness in the City's operations. There may be an initial cost to conduct audits or train staff on process improvement. 1 b. Workforce development initiatives (performance management, leadership development, recruitment, and retention). There may be an initial cost to implement a performance management system or other tools to support staff development. 1 c. A third -party review of the City's employment positions, salaries, and benefits. The City currently conducts a third -party compensation study; expanding the scope of this study may increase the cost. 1 d. Implementation of strong project management tools and practices. There may be an initial cost to adopt software tools or training. i i=1 0 2. Invest in the Tukwila Community's Highest Priorities 0 ov 2a. Prioritization of investments in 1) public safety; and 2) maintaining existing assets. This recommendation may increase costs or redirect existing resources to these priorities. 2a. Funding for a statistically valid survey (planned in 2024 using budgeted funds). 2c. Funding for the City's SeeClickFix program (currently funded with federal funds, $17,500) 2c. Funding for document scanning in the City Clerk's Office ($10,000). 2c. Restoration of City Hall operating hours (no additional cost). 3. Invest in Tukwila's Future 3d. Funding to support capital asset management and maintenance of existing assets (1-2 FTEs, $120,000-$240,000). 3e. Funding for citywide grant application and administration. (1-1.5 FTEs, $90,000- $1 35,000). Additional grant revenue to support capital projects is not shown in the General Fund financial forecast but will increase capacity in the Capital Projects Fund. :ill 60 FINAL DRAFT APRIL 2024 25 City of Tukwila Financial Sustainability Plan Financial Strategy Exhibit 14. Projected Revenues and Expenditures with Recommendations, 2023-2028 $ 80,000,000 $75,000,000 $70,000,000 $65,000,000 $60,000,000 $ 55,000,000 $50,000,000 $45,000,000 $40,000,000 2023 2024 2025 2026 202- 2028 Revenues Expenditures -Adopted — — ^ Expenditures-CommitteE Source: City of Tukwila, 2023; BERK 2024. Exhibit 15. Projected Revenues and Expenditures with Recommendations, 2025-2028 Category Projected Projecte• Projected Projected 2025 • 2027 $66,814,000 $68,258,000 $69,792,000 $71,551,000 .............................................................................................................................................................................................................................................................................. $66,733,000 $68,107,000 $69,428,000 $70,784,000 .............................................................................................................................................................................................................................................................................. $81,000 $151,000 $364,000 $767,000 Note: Amounts have been rounded to the nearest $1,000. The expenditures represent the higher end of the range of costs. Source: City of Tukwila, 2023; BERK 2024. 111 FINAL DRAFT APRIL 2024 26 61- Conclusion and Next Steps This plan can be a tool the City Council can use to inform policy setting and budget development for the upcoming budget cycle and in future cycles. The plan's guidance can be used as a framework for upcoming City Council discussions about budget priorities and the use of revenue tools. The City Council has choices ahead of it that are discussed in this plan, such as setting tax rates and utility rates. The plan can also inform ongoing operations and decision -making at the City staff level. The Committte's recommendations include some specific tactics for the City to consider implementing in the next budget or future budgets. This plan represents the input from an engaged community and a committed staff team. The Financial Sustainability Committee members and others in the community can continue to be partners in addressing Tukwila's fiscal challenges. One of the plan's recommendations is to provide regular reporting on implementation. As mentioned in the Implementation section, the City's efforts to achieve cost efficiencies and transparently communicate with its community will place it in a trusted position to have conversations about balancing the desire for services and the funding needed to provide them. :ill FINAL DRAFT APRIL 2024 27 62 City of Tukwila Financial Sustainability Plan Technical Appendix I DRAFT April 2024 Contents Appendix A: Community Profile 2 Appendix B. City Services and Budget Overview 20 Appendix C. Financial Overview 27 Appendix D. Community Priorities 39 Appendix E. City Programs and Services 43 Appendix F: Service Level Adjustments 55 Appendix G: Adopted Financial Forecast 57 1 63 Appendix A: Community Profile This profile 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. 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. • 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 Exhibit 1: Tukwila and Peer Cities e mr arrdge and 9 —L. Ear -lands Maunllake Trrrace V Mdl t;roek Redmond /id gip rS&r 5 East Ren!oe tar .e.a'ighlanCs Sea'fac Cascade -Fanwood I, v 1. kSaplr tt,n.7- isran�• Kant 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. 64111 DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix i2 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 (). 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 2016 to 2023, Tukwila grew faster than King County and peer cities in the region (Exhibit 2). Exhibit 2: Tukwila Historical and Projected Residential Population, 1990-2044 c 40,000 0 .`a 35,000 a 0 30,000 25,000 20,000 15,000 10,000 5,000 2023 population: 22,780 2044 target: 36,005 (+2.2% per year) ,o , 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. :iII DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix 365 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). Almost 20% of the Tukwila population identifies as Hispanic or Latino, which is nearly double the King County average (Exhibit 5). Exhibit 4: Racial Composition of Tukwila and King County, 2021 13% 19% 33% Tukwila 9% 4% 6% King County Note: Labels are suppressed for shares under 1 %. ■ 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. 6111 DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 4 Exhibit 5: Hispanic or Latino Composition of Tukwila and King County, 2021 82% Tukwila 10% King County Hispanic or Latino Not Hispanic or Latino Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates. 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 6). The top three language groups spoken at home in Tukwila are English, Asian and Pacific languages, and Spanish. The City generally translates written materials for the community into Somali, Spanish, and Vietnamese. Tukwila School District notes that it has students that speak more than 80 world languages. Exhibit 6: Language Spoken at Home, Tukwila, Peer Cities, and King County, 2021 54 % Tukwila Burien 58% Kent M 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. :111 DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix 567 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 7). Exhibit 7: Age Distribution in Tukwila and King County, 2021 Population by Age Range 2,500 2,000 1,500 1,000 500 0 10.5% 6.7% 9.1% 6.9% ,1 Tukwila — — — King County In a v a v a v a v a v a v a v o• v {. I V rN C7 C7 'Kt 1- 47 Lc)'O 'O r. I. a] o I 7 I I I I i I I I I I I I I co r - C3 in ❑ Le) Q to 0 In 0 In Q in 0 In 0 C — — ry ry 07 C) v v 10 LI) ,o '0 N. N. CO Age Cohort Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates. 68:11I DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 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 8). 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 9). Tukwila has a similar number of people per household compared to all peer cities, but a slightly higher number than King County (Exhibit 10). Exhibit 8: Household Profile by Age, Tukwila and King County, 2021 Percent of Households 35% 30% 25% 20% 15% 10% 5% 0% 28% 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. .�1I DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix 769 Exhibit 9: 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 household household household household • King County R Tukwila 5-person 6-person 7+ person household household household Source: US Census Bureau, 2017-2021 American Community Survey 5-Year Estimates. Exhibit 10: Persons per Household, Tukwila, Peer Cities, and King County, 2020 3.0 2.9 2.9 2.8 2.7 I Persons per Household 2.6 2.5 2.4 2.3 2.2 2.6 2.6 2.6 2.7 2.4 Tukwila Burien Kent Renton SeaTac King County Source: Washington Office of Financial Management, 2020. 76,11I DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix 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 area median family income, compared to 46% of King County households (Exhibit 11). Median family income is a common measure used to understand housing affordability. 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 12). Seventy- nine percent of Tukwila renters have an income below the area median family income, compared to 56% of Tukwila homeowners (Exhibit 13 and Exhibit 14). Exhibit 11: Households by Median Family Income (MFI), Tukwila, Peer Cities, and King County, 2020 30% 14% 18% 20% Tukwila 11% 16% 16% 13% 14% 17% F-1 43% 13% 16% 13% 34% 11% 16% 15% 33 13% 18% 21% 54° Burien Kent 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) Note: Median family income refers to the HUD Area Median Family Income for the Seattle -Tacoma -Bellevue Metropolitan Statistical Area, which is adjusted based on household size. Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020. :III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 971 Exhibit 12: Renter and Owner -Occupied Households, Tukwila, Peer Cities, and King County, 2020 Renter -occupied ■ Owner -occupied (no mortgage) ■ Owner -occupied (with mortgage) 61% In 25% 45% 38% 45% 47% 37% 51% S 32% 44% 40% Tukwila Burien Kent Renton SeaTac King County Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020. Exhibit 13: Renter Households by Median Family Income, Tukwila, Peer Cities, and King County, 2020 r 21% i 15% 13% 27% Tukwila 16% 10% 25% 20% Burien 12% 14% 24% Kent 28 16% 18% 17% p 13% 9% 20% 20% i 22% a 11% 18% 27% 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) Note: Median family income refers to the HUD Area Median Family Income for the Seattle -Tacoma -Bellevue Metropolitan Statistical Area, which is adjusted based on household size. Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020. 7;11I DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix Exhibit 14: Owner Households by Median Family Income, Tukwila, Peer Cities, and King County, 2020 4% 13% 26% 9% Tukwila n 57% L� 11% 9% 13% PEI 52% 15% 15% 57% 11% 13% 12% 10% 12% 13% 11% 14% 18% 15% 10% 8% Burien Kent 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) Note: Median family income refers to the HUD Area Median Family Income for the Seattle -Tacoma -Bellevue Metropolitan Statistical Area, which is adjusted based on household size. Source: US HUD Comprehensive Housing Affordability Strategy (CHAS) data, 2016-2020. .III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix '73 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 15, 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 15: Select Community Health Indicators, Tukwila, King County, and Washington State, 2021 40 as 30 25 20 15 10 5 0 Fair or poor Frequent Unhealthy days Unhealthy days Disability (%) No primary Uninsured age health (%) mental distress (18+) (days) (65+) (days) care provider 18-64 (%) (%) (%) ■ SeaTac/Tukwila ■ King County ■ Washington State Source: Public Health — Seattle & King County, City Profile Data, 2021. 74111 DRAFT 4/16/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 0 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 16). Employment in Tukwila declined by the greatest percentage among peers in 2021 and employment growth in 2022 has not yet recovered to the 2016 level (Exhibit 17). However, jobs in Tukwila are projected to grow 1.5% annually through 2044 (Exhibit 1 8). Exhibit 16: 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 2000 2005 2010 2015 2020 Sources: PSRC Covered Employment, 2023; Washington Office of Financial Management, 2023. Tukwila: 2.03 SeaTac: 1.17 King: 0.62 Renton: 0.60 Kent: 0.52 Burien: 0.24 :III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 1 375 Exhibit 17: Growth in Covered Employment, Tukwila, Peer Cities, and King County, 2023 30% 25% Sea Tac: 21.1% Percent employment change from 2016 20% 15% 10% / King County: 11.0% 5% 0% -5% -1 0% -15% 2016 2017 2018 2019 Source: PSRC Covered Employment, 2023. Exhibit 18: Covered Employment in Tukwila, 2000-2045 70,000 60,000 50,000 40,000 30,000 20,000 10,000 Covered Employment 2022 employment: 45,825 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 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. 7�11� DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 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 19). Services, retail, and manufacturing comprise most Tukwila jobs, which is comparable to Burien, Kent, Renton, and King County (Exhibit 20 and Exhibit 21). 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. In 2021, approximately one-third of those working in Tukwila made less than $3,333 per month, which corresponds to a wage of $20.83 an hour or less (Exhibit 22). For context, the City's minimum wage has increased from $1 3.69 per hour in 2021 (per the statewide minimum wage) to $16.99 per hour for mid- size employers and $18.99 per hour for large employers in 2023 (following a voter -approved ordinance). Exhibit 19: Tukwila Businesses by Size, 2021 0.1 % (3 Firms) 0 Sources : Esri/DataAxle (2021); ACS ; CAI, 2022. Under 5 Employees 5 to 24 Employees 25 to 99 Employees 100 to 499 Employees Over 500 Employees .III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 1577 Exhibit 20: Covered Employment by Major Sector, Tukwila, Peer Cities, and King County, 2021 6% 11% 32% Tukwila 52% 3% 9% Burien 4% 4% 24% 25% 21% 11% Kent 4% 12% 8% 37% Renton 14% 54% 22% 6% 7% 8% 50% 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. Exhibit 21: Covered Employment Job Count by Major Sector, Tukwila, Peer Cities, and King County, 2021 Major Sector Tukwila Burien Kent Renton Sea Tac King County Construction / Resource 2,948 1,030 7,899 2,739 710 76,866 Finance / Insurance / Real Estate 3,030 312 1,679 2,1 10 647 68,823 Manufacturing 7,634 127 14,514 13,851 422 87,605 Retail 6,718 2,280 5,869 5,402 501 166,855 Services 13,462 6,097 17,749 22,269 7,096 668,004 Wholesale / Transportation / Utilities 4,671 348 16,688 4,754 17,068 106,364 Government 2,614 503 3,138 7,406 4,466 93,135 Education 462 981 2,565 2,191 629 73,942 Total 41,538 11,678 70,101 60,723 31,539 1,341,594 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. 78:11I DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 16 Exhibit 22: Tukwila Employment Shares by Earnings Category, 2021 ■ $1,250 per month or less ■ $1,251 to $3,333 per month ■ More than $3,333 per month Note: Employment refers to jobs with positive earnings in 2021 Q2 (April to June). Source: U.S. Census LEND, 2021. .III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix '779 Journey to Work Most Tukwila workers commute from outside the City, while most Tukwila residents commute to other cities for work. Exhibit 23 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 23: Tukwila Employees' Places of Residence, 2019 to Gig Hari ale .acoom Bainbridge _ lanr M,onche State Ole lie University Place Vash on Tacoma 4.2% I alrownnrl . �- B eVaEl Beattie 12.6%v s Moine 'di lion Fite Edgewood Wailer Mercer a iiy4re r rnner Payal lup Kings ga le kland Redmond Bellevue 2.4% While Newcastle ou gar Mountarn Issaquah Lake rapes Bonney Lake Union Hrif Sam ma mish ton ds SE Both <• gear Ravensdale Grand Ridge Squak West •Tige Mountarnri Mouniarn Maple Valley M Hobart Black Btamond Green Riy Gorge Sea P. rk Con=ievat Area Where Tukwila Workers Live Put of Workers O Fewer 0 Krng_,Counry Prlmaty_Roads 0 2 4 Mlles I 1 � Sources: U.S. Census LEND, 2019; CAI, 2022. 8aI1I DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix Exhibit 24 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 b% work in each of four nearby cities: SeaTac, Kent, Renton, and Bellevue. Exhibit 24: Tukwila Residents' Places of Employment, 2019 '.CAI rd 305 Bainbridge -rani' Maurine Slate Istrrh SE Seugwr.l: .0.1 Olslla Gig Nor' ale Vashon eattle Kingsgate Sr Redmond 1.5% Mercer Burien f Tu k+w I Renton 2.5% (I Lra 6.9% 1 + ar� SeaTac Perkl f 6.7% sdelalde Federal War ast Tacoma 1.8% Milton Flfe Edgewocd Waller Puyallup Kent 6.6% 6 Auburn / 2.2% Sumner Enron !be 0 Duval I Union Nell Sammamish Brand Ridge Issaquah Speak West 1rge Moostalo r Meedtar Maple- Valley kn Hobart I Ravensdale Black D i a and Green Rh! Gorge Si Park Conserver Area L, Where Tukwila Residents Work Pet of Commuters I —I Fewer [Eke ilk roprr - - Greater Bonney Lake 0 2 4 Miles l I Sources: U.S. Census LEND, 2019; CAI, 2022. .11I DRAFT 4/16/2024 City of Tukwila Financial Sustainability Plan Technical Appendix Appendix B. City Services and Budget Overview 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 25: 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 V V V V V V Administration V V V V V V Parks & Recreation V V V V V V Community Development V V V V V V Municipal Court / Legal V V V V V V Police V King County Sheriff's Office V V V King County Sheriff's Office Public Works V V V V V V Fire Regional Fire Authority Fire District Regional Fire Authority Regional Fire Authority Fire Authority Regional Fire Authority Water V Local Districts V V V Local Districts Sewer V Local Districts V V V Local Districts Surface Water V V V V V V 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 loca utility providers. Sources: City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023; BERK, 2023. 8 h11 DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix i2o 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, 18% 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 26). Exhibit 26: Tukwila Funds by Type, 2023 Internal Service Fiduciary 6% 0% Enterprise 22% Debt Service 8% Capital Projects 16% Source: City of Tukwila, 2023. 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 27). 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 28). 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 29). As shown in Exhibit 28, 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. :111 DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix 2183 Exhibit 27: 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 28: Tax Revenues as a Share of All General Fund Revenues, Tukwila and Peer Cities, 2023 Tukwila Burien Kent Lynnwood Renton SeaTac 25% 28% 25% 14% 8% 4% 6% 34% 26% 17% 45% 5% 10% 21% 10% 20% 30% 12% 14% 38% 41% • Property Tax • Sales Tax B&O Tax Utility Taxes Sources: BERK, 2023; City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023. 84111 DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 0 22 Exhibit 29: Tukwila Taxable Retail Sales, 2012-2022 $ 25,0 00,000 $ 20,0 00,000 $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; Washington State Department of Revenue, 2023. :III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 2435 General Fund Expenditures Tukwila's largest General Fund expenditure is toward Police services, which is similar to peer cities. As shown in Exhibit 30, 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 31). Exhibit 30: Tukwila General Fund Expenditures by Department, 2023 Parks and Recreation 7% Court 2% Administrative 8% Non -Departmental 1% F ire 21% Public Works 11% Source: City of Tukwila, 2023. Exhibit 31: FTEs by Department, 2023 Mayors Office 4% Department 2023 Full -Time Employees Mayor's Office 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 City Council 1% Finance 6% Community Development 7% Source: City of Tukwila, 2023. 8€ 11 DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix 24 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 32). 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 33). 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. Exhibit 32: General Fund Expenditures Excluding Fire by Department in Tukwila and Peer Cities, 2023 Tukwila Burien Kent Lynnwood Renton SeaTac 22% 54% 5% 6% 14% 6% 14% 41% 14% 5% 9% 11% 10% 16% 35% 13% Note: Labels suppressed for shares under 5%. ■ Council/Manager/Mayor/Clerk ■ Administrative/Finance/IT/HR ■ Community/EconDev/Human Services ■ Legal/Court ■ Parks and Recreation ■ Police ■ Public Works/Streets Sources: BERK, 2023; City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023. .11I DRAFT 4/16/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 2587 Exhibit 33: General Fund Expenditures per $1,000 of Assessed Value, Tukwila and Peer Cities, 2023 $3.00 $2.50 52.00 $1.50 $0.50 $0.00 11111 uiluli AM Police budget per S1,000 assessed Parks budget per S1,000 assessed Development budget per S1,000 value va Iue assessed value ■ Burien ■ Kent ■ Lynnwood ;w Renton s 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. 8;1II DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 26 Appendix C. Financial Overview Overview This document provides an overview of the City of Tukwila's revenue tools, comparisons to revenue tools in peer cities, General Fund budget trends, and staffing levels. This information can be used to provide a basis for understanding the City's financial status and to guide the City's financial sustainability plan. Key Points ■ The City collects different types of revenues from different groups, such as residents and businesses. ■ Tukwila's total property tax rate is similar to peer cities in King County. Compared to peer cities, Tukwila has a lower business and occupation tax rate. ■ The cities of Burien and Lynnwood collect additional revenues from transportation benefit district charges, which are not currently used by Tukwila. ■ General Fund revenues decreased significantly at the onset of the pandemic and increased as the economy began to recover. As part of the budget and budget amendment processes, the City aligns service levels to match expenditures with available revenues. ■ As a service provider, the City spends the largest percentage of General Fund expenditures on salaries and benefits. Labor costs are driven by the regional employment market and City policies. ■ Total City staffing has decreased slightly since 2016, during which time the City's population has continued to grow. ■ Increased service needs and the growing cost of providing existing services will impact the City's financial forecast. Revenue Tools Exhibit 34 shows the City's budgeted revenue mix across all funds in 2023 and 2024. Taxes are the largest category of revenue, followed by fees which include charges for service, licenses, permits, fines, and penalties. The City also receives intergovernmental revenues, such as state and federal grants, and other financing, such as sale of capital assets and internal fund transfers. :111 DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix 2$9 Exhibit 34: Tukwila Revenue Mix for All Funds, 2023-2024 1% 2023 Revenue $142.5 million Sources: BERK, 2023; City of Tukwila, 2023. • Taxes • Licenses & Permits • Intergovernmental Charges for Services • Fines and Penalties • Miscellaneous • Other Financing 0.5% 2024 Revenue $156.1 million Most taxes support all government functions and are not tied to a particular service. Some taxes are collected for a specific purpose or are restricted by State law. Fees are related to the cost of the service provided and are paid by the person using the service. To illustrate the difference, all property owners pay property tax, and the amount does not depend on how much a resident uses City services. Property owners only pay permit fees if applying for a permit and the fee is intended to offset all or a portion of the cost of providing the service. Utility rates, which are categorized as a charge for service, support operating and capital needs for the utility. These are paid by customers of the utility and may be based the type of customer or consumption. Exhibit 35 lists examples of the City's major revenue collections, who pays them, how they are used, and the 2024 budgeted amount from all funds. Some revenues are collected from multiple groups, such as residents and businesses, and some are collected from only one group, such as users of a service or just businesses. The revenues listed do not include all revenues collected by the City but include the City's largest sources or the most common taxes, fees, and rates paid by members of the community. DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 28 Exhibit 35: Examples of Tukwila Major Revenue Sources with Groups Impacted and Uses Revenue Source Received From Use of Revenue 2024 Budget Taxes Property Tax Residents, businesses General operations $23.1 million Retail Sales Tax Residents, visitors General operations $21.4 million Utility Tax Private utility providers General operations, though a portion of solid waste tax revenue is dedicated to streets projects $5.6 million Business & Businesses General operations $3 million Occupation Tax Gambling and Admissions Tax Visitors to gambling/ Gambling tax must first be used $5.4 million entertainment venues for public safety Commercial Parking Businesses that charge a Transportation purposes Tax fee for parking $600,000 Fees Business License Fees Businesses General operations $3.2 million Impact Fees Developers Capital improvements $900,000 Parks & Recreation Users of parks & Activity Fees recreation programs General operations $1.6 million Building Permit Fees Residents, organizations, General operations businesses $1.7 million Utility Rates Water Utility Charges Residents, businesses Water operations and capital; cannot be used for general fund operations $8.2 million Sewer Utility Charges Residents, businesses Sewer operations and capital; cannot be used for general fund operations $11.1 million Surface Water Utility Charges Residents, businesses Surface water operations and capital; cannot be used for general fund operations $8.1 million Note: 2024 budgeted revenue amounts are from all City funds. The City dedicated some of the Business & Occupation tax to restoring police positions that had been frozen during the pandemic. Sources: BERK, 2023; City of Tukwila, 2023. .III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 2'91 Property tax is a large source of revenue for the City. Over two-thirds of the City's property tax revenue comes from commercial property and one quarter comes from residential property (Exhibit 36). This accounts for exemptions or properties paying reduced or no property taxes. Exemptions distribute the burden of tax payments differently than would be without exempt property. Exhibit 36: Property Tax Revenue by Property Type, 2023 Residential, 25% Apartments and Mobile Homes go/ Commercial, 67% Notes: Limited to commercial and residential property types. Commercial properties with non -zero residential units are classified as apartments and mobile homes. Source: BERK, 2023; King County Assessor's Office, 2023. Comparison to peer cities Exhibit 37 compares property tax rates for Tukwila and peer cities. The total property tax is similar for Tukwila and peer cities in King County. Tukwila and SeaTac both pay for fire services through a contract, so use local property tax revenue to pay for this and have a higher city levy rate. The other cities are annexed into a fire district, so do not collect property tax revenue to pay for fire service. Across all peer cities, a large share of property tax goes to other taxing districts. Exhibit 38 and Exhibit 39 compare the business and occupation tax rate and business license fee in Tukwila and peer cities. Tukwila has the lowest business and occupation tax rate. Tukwila's business license fee is per full-time employee. Lynnwood also assesses a per employee fee in addition to a base fee. 92 DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 30 Exhibit 37: Property Tax Levy Rate for Tukwila and Peer Cities, 2023 Tukwila SeaTac Burien Kent Renton Lynnwood $2.31 $2.31 $1.40 $2.31 $2.31 $2.31 $0.5 0.5 $1.55 $1.40 • .61 $1.70 $7.35 $10.49 $10.47 $10.60 $ 9.94 $9.20 ■ State Schools =City Schools ■City Regular ill County Regular ■ Fire ■ Other Note: "Other" includes other taxing districts and excess city levies. Sources: BERK, 2023; King County Assessor's Office, 2023; Snohomish County Assessor's Office, 2023. Exhibit 38: Business and Occupation Tax Rate for Tukwila and Peer Cities, 2023 Kent Renton Burien Tukwila 0.121% 0.100% 0.085% 0.200% Cities that contract for fire service Cities that are part of a fire authority Notes: Tukwila's Business and Occupation Tax begin January 1, 2024. These rates represent the highest rate levied if the city has a range depending on the type of business activity. Sources: BERK, 2023; City of Burien, City of Kent, City of Renton, City of Tukwila, 2023. .III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 3193 Exhibit 39: Business License Fee for Tukwila and Peer Cities, 2023 Kent Burien Renton Lynnwood SeaTac Tukwila $281 $180 $150 $125 $100 ■ Business License Fee (base) ■ Business License Fee (per FTE) Note: Burien, Kent, and SeaTac have a different base rate based on the number of employees. Sources: BERK, 2023; City of Burien, City of Kent, City of Lynnwood, City of Renton, City of SeaTac, City of Tukwila, 2023. Other revenue tools that are commonly used by cities include a transportation benefit district fee or tax, which pays for street maintenance, or impact fees, which pay for capital improvement projects. Exhibit 40 shows these tools and which peer cities currently use them. Tukwila assesses a lodging tax, along with most other cities. Tukwila also assesses impact fees, which are below some rates of peer cities. Only two cities in this group charge fees for a transportation benefit district. Exhibit 40: Other Revenue Tools and Current Rates for Tukwila and Peer Cities, 2023 Transportation City Lodging Tax Benefit District Fee Transportation Benefit Transportation Parks District Sales Tax Impact Fees Impact Fees Burien Not used $20 Not used $948 Not used Kent 1.0% Not used Not used $8,979 Not used Lynnwood 2.0% $40 0.10% $6,525 $5,899 Renton 1.0% Not used Not used $12,209 $3,276 SeaTac 1.0% Not used Not used $3,733 Not used Tukwila 1.0% Not used Not used $3,726 $3,629 Sources: BERK, 2023; Municipal Research and Services Center, 2023; Washington State Department of Revenue, 2023. 94111 DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 32 General Fund Budget and Staffing Trends The General Fund is the City's largest and most flexible fund. Exhibit 41 shows that prior to the pandemic, between 2017 and 2019, revenues and expenditures grew in line with inflation. The City aligned service levels and expenditures with available revenues. Revenues declined during the pandemic, in 2020, and expenditures decreased to match. Revenues grew after the pandemic, in 2021 and 2022, as the economy began to recover during the pandemic. Expenditures grew during 2021 and 2022 as well, though at a slower rate in 2021. In response to the decrease in revenues in 2020, the City froze positions, implemented employee furloughs, and reduced service levels in areas such as street maintenance and recreation. In the 2021-2022 biennium, federal funds allowed the City to reinstate key positions in Parks and Recreation, Community Development, and the Streets Division to continue to provide services in these areas. However, this did not return the City to previous service levels as several positions continue to be frozen. Exhibit 42 depicts the impact to the City's total position count, which declined between 2016 and 2023. Exhibit 41: Tukwila General Fund Revenue and Expenditure Annual Growth Compared to Inflation, 2017-2023 20% 15% Annual Percent Growth 10% 5% 0% - 5% -10% 2017 2018 2019 2020 2021 2022 2023 —.GE Revenues GE Expenditures Inflation Note: Inflation is based on the annual Consumer Price Index for Seattle -Bellevue -Tacoma. Sources: BERK, 2023; City of Tukwila, 2023; US Bureau of Labor Statistics, 2023. .III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 3395 The City's General Fund expenditures are made up of the following categories: • Salaries and benefits include overtime, extra labor, holiday pay, insurance, pensions, uniforms, and unemployment compensation. • Operations include supplies, professional development, communication, advertising, rentals, leases, technology services, public utilities, repairs, and maintenance. • Debt service and transfers include principal and interest payments on debt and internal transfers from the General Fund to other City funds. Exhibit 42 shows that approximately 70% of General Fund expenditures are spent on salaries and benefits. A city provides services to the community, which require employees to deliver, so it is standard that most of a city's budget is spent on salaries and benefits. In 2023, the City changed its fire and emergency services model to contract for service instead of providing the service. This resulted in a drop in salaries and benefits and FTEs and an increase in operational expenditures. Exhibit 42 also shows the number of full-time positions over this period. The total number of positions has been consistent, though there was a decline in 2020 as the City reduced service levels. Exhibit 42: Tukwila General Fund Expenditures by Category and Total FTEs, 2016-2023 N $80M 2 $70M d a ux, $60M $50M $40M $ 30M $ 20M $10M $0M 6% 24% 69% 25% 69% 6% 27% 67% 7% 25% 68% 6% 23% 71% 23% E 71% •23% 66% 6% 42% 52% 2016 2017 2018 2019 2020 2021 2022 2023 Salaries and Benefits Operations Debt Service and Transfers —Total FTE Note: The City had a large one-time debt service payment in 2022. Sources: BERK, 2023; City of Tukwila, 2023. Staffing and Services Over Time 400 LIS U- 350 a 300 250 200 150 100 50 0 The City has seen a slight reduction in City staffing per population between 2016 and 2023 (Exhibit 43). Over the same period, demand has varied for different services. For many services, demand decreased during the pandemic but has rebounded or begun to rebound. 96:111 DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 0 34 Exhibit 43: City Population and FTEs per 1,000 Residents, 2016-2023 2 25,000 a a m 20,000 3 4- 15,000 10,009 5,000 0 2016 2017 2018 2019 2020 2021 2022 2023 •Tukwila Population —FTEs per 1,000 residents (without Fire) Sources: City of Tukwila, 2023; WA Office of Financial Management, 2024; BERK, 2023. Exhibit 44: Police Calls for Service, 2016-2022 35,000 34,229 34,345 34,000 33,288 33,000 33,123 32,465 32,000 3 T,338 31,000 30,000 30,079 29,000 28,000 27,000 2016 2017 2018 2019 2020 2021 2022 Sources: City of Tukwila, 2023; BERK, 2023. 16.0 14.0 12.0 10.0 8.0 6.0 4.0 2.0 0.0 FrEs per 1,000 residents, without Fire .III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 3597 Exhibit 45: Number of Records Requests and Number of Staff Hours Annually, 2016-2021 1,800 1,689 1,600 1,200 1,139 1,000 800 600 400 200 0 587 571 131 131 112 1,463 1,400 155 982 118 2016 2017 2018 2019 2020 2021 130 Number of Records Requests -Number of Staff Hours Sources: City of Tukwila, 2023; BERK, 2023. Exhibit 46: Number of Recreation Class Participants and Community Center Admissions, 2016-2022 200,000 1 80,000 160,000 140,000 1 20,000 100,000 80,000 60,000 40,000 20,000 0 2016 2017 2018 2019 2020 2021 -Recreation Class Participants -Community Center Admissions Sources: City of Tukwila, 2023; BERK, 2023. 38,407 38,507 2022 98.11I DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 36 Exhibit 47: Number and Total Value of Permits Issued by Community Development, 2018-2023 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 0 ,757 2018 1,664 2019 2020 2021 2022 1,840 Total dumber of Permits -Total Value of Permits Sources: City of Tukwila, 2023; BERK, 2023. Note: Includes building, mechanical, electrical, and plumbing permits. 2023 $30❑ r 0 $250 $200 $150 $100 $50 $0 City Staff Compensation The bulk of the City's activities are in service provision. These services are principally delivered by City staff and labor costs make up nearly 70% of the City's General Fund budget. As this is such a large cost driver, additional information is provided on employee compensation. Salaries and benefits are guided by a City Council -adopted compensation policy and philosophy. The policy was adopted to address issues such as parity between represented and non -represented employees, internal equity between functions, salary compression, and how compensation can support recruitment and retention of employees in the local labor market. The policy guides compensation by identifying comparable cities. It states that the City will seek to set salaries at the market average for non -represented positions and at a "competitive" level for represented employees. It grants adjustments when salaries are outside of the market range. The policy also states that when economic conditions allow, the City should provide benefits to represented and non -represented employees that are slightly above average of comparable jurisdictions. The City aims for cost -of -living adjustments (COLA) based on 90% of Consumer Price Index- Clerical Workers (CPI-W) and parity between represented and non -represented employees' COLA and benefits. Represented Employees 87% of the City's workforce is represented by a union. Salaries and benefits for represented employees are negotiated through agreements between cities and their labor organizations and dictated by collective bargaining rules as well as federal and state labor laws. Collective bargaining agreements are contracts ratified by labor groups and approved by City Council that govern specific aspects of employment. .1111 DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 399 Non -represented Employees The McGrath Human Resources Group completed a market study of non -represented positions in 2023 which found that salaries for non -represented Tukwila staff were competitive with the market average. The study includes recommendations for position movement to better align with the market and the following additional recommendations: 1. Maintain the compensation philosophy of market average compensation. Consider looking at comparable cities based on geography instead of assessed value. 2. Complete market studies every three to four years and include a total compensation review. 3. Evaluate moving to merit/performance-based pay for higher steps. McGrath also noted that following the pandemic, all industries, both public and private, are competing for already limited staff. In addition, state minimum wage laws are pushing non -skilled wages higher and bargained agreements around compensation among represented workers often lead to upward pressure on compensation for non -represented staff as well. These forces have caused many employers to increase wages to help recruit and retain talent, with nearly every employer in both the public and private sector experiencing recruitment and retention challenges. 1 ov11 DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix 0 38 Appendix D. Community Priorities This document provides an overview of the Tukwila community's values and priorities as expressed in City documents and plans. This information provides context for understanding what the community's priorities are and how they inform City priorities and service delivery. Common themes reflect the community's desire to have: • great neighborhoods and quality public spaces, • a vibrant and diverse economy, • a positive community identity, • and opportunity for all Tukwila residents. Strategic Plan The City's budget document references the City's strategic priorities, which were articulated in the Tukwila Strategic Plan. These priorities are used to align resources so that the City funds programs and services that align with community desires. The Strategic Plan establishes the City's Vision and Mission: COMMUNITY VISION The city of opportunity, the community of choice. CITY MISSION To provide superior services that support a safe, inviting and healthy environment for our residents, businesses and guests. The Strategic Plan's five Goals that inform budget priorities are: • A community of inviting neighborhoods and vibrant business districts. • A solid foundation for all Tukwila residents. • A diverse and regionally competitive economy. • A high performing and effective organization. • A positive community identity and image. Economic Development Strategy The City has developed an Economic Development Strategy to guide its efforts to strengthen Tukwila's economic future. The primary purpose of the Economic Development Strategy is to describe Tukwila's vision for sustainable and inclusive economic prosperity and to identify strategies and actions to achieve that ▪ DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix II lco 1 vision. The vision in the strategy is: "Tukwila is a vibrant community with a strong and sustainable economy that celebrates and empowers its diversity, supports economic prosperity for all residents, and sustains a foundation for businesses of all sizes." The Economic Development Strategy's Goals are: • A vibrant, diverse, and resilient economy. • A safe and desirable community with a positive identity. • Prosperity and opportunity for businesses, workers, and residents. • A supportive environment for small business and entrepreneurs. • A community that celebrates and invites diversity. Parks, Recreation and Open Space Plan Another planning document that incorporates the community's priorities is the City's Parks, Recreation and Open Space Plan (PROS Plan), which was adopted in 2020. This PROS Plan guides future investments for the City's parks and recreation system. Plan recommendations address priorities and key needs identified during the planning process: • Close interaction with nature. • Cultural heritage inspiration. • Vibrant urban water centerpiece. • Lively park -adjacent commerce. • Expanded parks/preserved open space. • Reinvigorated quality of existing parks and facilities. • Fun fitness opportunities. • Affordable, stimulating experiences for all ages. • Convenient, accessible system. • Safe, family -friendly places. The Plan's Goals are focused as follows: • Safe, convenient, and connected system. • A network of green spaces. • A sense of community. • Opportunities for all. • Safe, inviting, and affordable. • Healthy people and places. 1 6211l DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 40 Budget Engagement The City engaged with community members in 2022 to gather feedback on priorities and ideas for the 2023-2024 biennial budget. Staff attended meetings, events, and gatherings to listen to community members. Staff met with the City's advisory boards and commissions, attended the farmers' market and park events, and held community stakeholder meetings with seniors, Black community members, and high school students. Staff also offered an online survey and an online budget tool that allowed individuals to propose ways to balance the budget. Community members who participated in engagement placed a high priority on: • public safety, • infrastructure maintenance, • and social services such as youth and senior activities. Regarding service levels, participating community members preferred to increase existing tax rates, such as the gambling tax or property tax, or add a business and occupation tax, to maintain existing services rather than reduce services. Service Priorities During community events and meetings, community members reviewed information on City services and revenue options prepared by staff and identified their service priorities and revenue ideas in a dot exercise. Listed below are the expenditure priorities in order with the total number of dots: Youth Activities Police Services & Public Safety Human Services & Rental Assistance City Future Planning Economic Development Activity Park & Trail Maintenance Street Surface Maintenance Public Records Accessibility Foster Golf Course Operations Building Permit Issuance Middle School Programs Expenditure Priorities: Dots 0 5 10 15 20 25 30 35 40 45 50 :III DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 1'03 The City received 65 responses to the online survey. Individuals who participated in the online survey also identified service priorities. Listed below are the rank of service priorities from the online survey. Service Priorities: Scores from 65 Respondents Police services and public safety Fire and emergency medical services Utility infrastructure maintenance Street surface maintenance Sidewalk and crosswalk maintenance Park and trail maintenance Human services and rental assistance Economic development activity Community emergency preparedness Code enforcement activity Youth activities City future planning Communications/community outreach Building permit issuance Traffic calming measures Municipal court services Senior activities Foster Golf Course operations Public records accessibility Revenue Ideas 0 50 100 150 200 250 300 350 During community events and meetings, community members identified their top ideas for revenues through a dot exercise. Listed below are the revenue ideas in order with total number of dots: 104 DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 42 Appendix E. City Programs and Services This document provides an overview of the programs and services provided by the City. This document also describes factors that impact the cost of these programs and services, recent changes in levels of service, priorities and unfunded needs, and opportunities for efficiencies. The information is this overview provides context for future discussion about levels of service and priorities in different program areas. All information provided in this overview is from the City's 2023-2024 Adopted Budget. Program Budgeting Tukwila uses a budgeting approach called "Priority -Based Budgeting", which shows how resources are allocated to the programs and services that provide the greatest value to residents. The City established a program inventory that encompassed all the activities the City performs. Costs and positions were then assigned to each program. Programs are identified as mandated — meaning the program meets a federal, state, or local requirement — or non -mandated — meaning the program is not required but is a best practice or a program desired by the community. For this overview, programs are grouped into several categories: • Community and economic development • Community engagement • Culture and recreation • General government • Infrastructure maintenance/improvement • Public safety These categories are used instead of departments so that programs that support the same priority or function can be viewed together. For example, a department may provide programs that support public safety and community engagement. This overview provides a list of all programs for each category and the 2024 total budget and positions for each program. This overview includes programs in the General Fund, capital funds, and other operating funds. It does not include Debt Service Funds or Enterprise Funds, which are utilities and Foster Golf Course. Budget and Positions by Category Exhibit 48 shows the City's total budget by category and what percent of each category is dedicated to mandated programs. Over 80% of general government programs are mandated and over 50% of programs in the public safety and community and economic development categories are mandated. As shown in Exhibit 48 below, the largest categories of the 2024 budget are infrastructure maintenance and improvement and public safety. Infrastructure maintenance and improvement includes spending on capital projects. Exhibit 49 shows the number of full-time positions in each category and what percent of each category is dedicated to mandated programs. The category with the largest number of positions is public safety. The second largest is general government, which has a smaller share of the total budget than other categories. The budget for general government is primarily dedicated to staff, while in categories like public safety or 61111 DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix II 1O5 infrastructure maintenance and improvement there is a higher level of non -personnel expenditures like contracts or supplies. Exhibit 48: City of Tukwila 2024 Total Budget by Category, Operating and Capital Funds Infrastructure maintenance/improvement 9% Public safety 52% General government 86% $11.4M Community and economic development 59°/$7.3M Community engagement 43 $4.1M Culture and recreation3ll $ZMM Source: City of Tukwila, 2023; BERK 2023. $40.5M $50.8M ❑Mandated • Not mandated 1 drill DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 44 Exhibit 49: City of Tukwila 2024 FTE Count by Category, Operating and Capital Funds Public safety 73% Infrastructure maintenance/improvement General government Community and economic development Community engagement 41% 87% 1 74% Culture and recreation 411.1 Source: City of Tukwila, 2023; BERK 2023. 23.3 39.6 34.4 49.7 99.3 ❑Mandated • Not mandated . ▪ 'I DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 1507 Community and Economic Development Summary Community and Economic Development includes programs to support City businesses, attract and grow new businesses, manage development, and conduct long-range planning. Changes in Levels of Service ■ Increase in permit review timelines due to high levels of permit activity and frozen staff positions. ■ Increase in service levels per Council direction. Priorities and Unfunded Needs ■ Staff to support a higher level of environmental permitting. ■ Bringing service levels back up to pre -pandemic levels. ■ Investment in staff and succession planning to ensure the City can maintain service levels and retain high quality staff. Opportunities for Efficiencies ■ Reviewing and streamlining processes to allow staff to keep up with workload or address additional tasks. ■ Potentially shifting positions to meet needs and dedicating time to cross -training to help staff meet workload demands with existing resources. Program Name 2024 Budget 2024 FTE Count Program Mandate Construction Permit Review & Inspection $1,241,580 7.6 Y - Federal/State Permit Intake, Issuance, Coordination $689,749 4.9 Y - Federal/State Code Enforcement $518,412 3.2 Y - City Code Administration $462,304 2.5 Y - Federal/State Long -Range & Comprehensive Planning $382,649 1.6 Y - Federal/State Current Planning $ 375,975 2.0 Y - Federal/State Rental Housing $169,516 1.2 Y - City Code Professional Development & Training $157,785 1.0 Y - Ordinance/Resolution Ordinance, Resolution and Code Development $145,831 0.8 Y - Federal/State Lodging Tax Oversight/Support $72,096 0.2 Y - City Code Mandatory Training $49,918 0.2 Y - Federal/State Business License Administration $24,255 0.2 Y - City Code City Policy Development $19,166 0.1 Y - Federal/State Community Investment $1,966,626 7.8 N - Best Practice Destination Development $439,993 0.1 N - Best Practice 1 08 DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 46 Program Name 2024 Budget 2024 FTE Count Program Mandate Tourism Marketing $399,965 0.3 N - Best Practice Business & Development Attraction/Retention $136,714 0.5 N - Best Practice City Property Development & Management $86,915 0.4 N - No Mandate Total $7,339,448 34.4 Community Engagement Community Engagement includes programs to share information with the community, learn from community members, manage public records requests, and support the City's boards, commissions, and advisory bodies. Cost Drivers • Required participation in mandated training or adoption of new processes from updated state legislation. Priorities and Unfunded Needs • Staff to support the increase in the number and complexity of public records requests. • Training for existing staff to maintain certifications/credentials and keep current on best practices and changes in regulations. Program Name 2024 Budget 2024 FTE Count Program Mandate Public Records Requests & Records Management $1,192,875 8.8 Y - Federal/State Boards/Commissions/Committees $ 352,757 1.5 Y - City Code Digital Records Center $182,968 1.0 Y - Federal/State Communications & Community Engagement Total $2,328,591 $4,057,191 12.0 23.3 N - Best Practice a DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 1709 Culture and Recreation Culture and Recreation includes recreation and wellness programs designed for community members of all ages. Cost Drivers ■ Minimum wage requirements that impact the cost of labor. ■ Increase in service levels per Council direction. Changes in Levels of Service ■ Elimination of some recreation programs and services and reduction in the days and hours of facility operations. Some reductions to recreation programs were restored with one-time funding from Federal American Rescue Plan Act (ARPA) funds. To maintain these restored services, ongoing funding will need to be identified. Priorities and Unfunded Needs ■ Restoring service levels to pre -pandemic levels. ■ Resources dedicated to facility planning, maintenance, and operations. ■ Resources dedicated to grant administration to maximize potential grant revenue for the City. • Promoting and administering citywide volunteer opportunities, programs, and initiatives. • Addressing physical and operational inequities, including enhanced language access services, ADA transition planning, and barrier elimination. Opportunities for Efficiencies ■ Exploration of alternative service delivery methods, such as shared service delivery or joint efforts with other organizations or neighboring cities. Program Name 2024 Budget 2024 FTE Count Program Mandate Administration $749,782 4.8 Y - Federal/State Professional Development & Training $65,564 0.2 Y - Ordinance/Resolution Mandatory Training $9,158 0.1 Y - Federal/State Youth & Teen Services & Programs $869,555 2.0 N - No Mandate Older Adult Services and Programs $354,767 1.8 N - No Mandate Wellness & Adult Services & Programs $342,810 N - No Mandate Facility Rentals $147,477 0.5 N - No Mandate Preschool Services and Program $82,715 0.6 N - No Mandate Total $2,621,827 110 DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix i 48 General Government General Government programs include the central services that support all other departments, such as financial processing and reporting, personnel management, and City policy management. Cost Drivers • Required participation in mandated training or adoption of new processes from updated state legislation. • Administration of City policies such as a new minimum wage ordinance. Priorities and Unfunded Needs • Investment in staff and succession planning to ensure the City can maintain service levels and retain high quality staff. • Resources dedicated to grant administration to maximize potential grant revenue for the City. • Operational support for capital investments, such as staff to implement and maintain new technology. Opportunities for Efficiencies • Reviewing and streamlining processes to allow staff to keep up with workload or address additional tasks. • Potentially shifting positions to meet needs and dedicating time to cross -training to help staff meet workload demands with existing resources. Program Name 2024 Budget 2024 FTE Count Program Mandate Administration $3,942,031 mom 8.2A Y - Federal/State Risk Management $861,572 0.1 Y - Federal/State City Attorney Services $525,987 0.0 Y - Federal/State Sales and Other Taxes $451,131 2.6 Y - Federal/State Financial Reporting/Audit/Account Administration $369,822 1.0 Y - Federal/State Payroll & Benefit Administration $325,231 1.6 Y - Federal/State Governmental & Regional Affairs $313,495 1.5 Y - Federal/State Accounts Payable $288,772 1.7 Y - Federal/State Legislative & Budget Oversight $263,281 6.0 Y - Federal/State Accts Receivable/Misc Billing/LID/etc. $260,606 1.6 Y - Federal/State Professional Development & Training $192,947 0.9 Y - Ordinance/Resolution City Policy Development $178,826 0.7 Y - Federal/State Business System Management/Support $176,922 0.6 Y - Federal/State Civil Service Recruiting & Hiring $158,249 0.7 Y - Federal/State III DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix AEI Program Name 2024 Budget 2024 FTE Count Program Mandate Recruiting and Hiring $157,801 0.8 Y - City Code Equity $125,110 0.6 Y - Ordinance/Resolution Council Agenda/Meeting Functions $122,517 0.8 Y - Federal/State Grants Administration & Accounting $115,065 0.7 Y - Federal/State Business Application Services $109,548 0.3 Y - Federal/State Budget/CIP Development $109,042 0.6 Y - Federal/State Labor & Employee Relations $96,626 0.4 Y - Federal/State Financial Reporting/Analysis for Departments $93,069 0.5 Y - Federal/State Benefit Plan Management $91,047 0.4 Y - Federal/State GIS (mapping) $83,457 0.3 Y - City Code Council Legislative Support $71,842 0.3 Y - Federal/State Ordinance, Resolution and Code Development $63,564 0.4 Y - Federal/State Policy Development/Compliance $57,578 0.3 Y - Federal/State Classification & Compensation $44,915 0.2 Y - Ordinance/Resolution Investments/Cash Management/Reporting $40,114 0.2 Y - Ordinance/Resolution Debt Management $19,236 0.1 Y - Federal/State Long -Range Financial Planning Model $13,699 0.1 Y - City Code Capital Asset Accounting $12,913 0.1 Y - Federal/State Indirect Cost Allocation Admin $6,560 0.0 Y - City Code Mandatory Training $2,718 0.0 Y - Federal/State End -User Infrastructure Services $524,987 0.6 N - Best Practice Service Desk $356,826 2.1 N - Best Practice Essential Public Services $220,251 0.4 N - Best Practice Network Infrastructure Services $196,988 0.5 N - Best Practice Cyber Security/Business Continuity $190,923 0.9 N - Best Practice Mobility Services $66,235 0.4 N - Best Practice Data Analytics $32,539 0.2 N - Best Practice Emergency Application Services $31,921 0.2 N - Best Practice Total $11,365,963 39.6 1'ZIII DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 50 Infrastructure Maintenance and Improvement Cost Drivers • Minimum wage requirements that impact the cost of labor. • Inflationary increases in the cost of supplies, fuel, and contracts. • Maintenance and operational costs for new facilities and newly acquired properties and lands. • Increase in service levels per Council direction. • Unforeseen events that occur after the budget is adopted such as weather events or damage to City - owned property. Changes in Levels of Service • Some reductions such as maintenance of parks, trails, bus stops, and medians, were restored with one- time funding from Federal American Rescue Plan Act (AR PA) funds. To maintain these restored services, ongoing funding will need to be identified. Priorities and Unfunded Needs • Resources dedicated to facility planning, maintenance and operations. • Resources dedicated to grant administration to maximize potential grant revenue for the City. • Dedicated sources of funding for capital projects. • Operational support for capital investments such as facility and park maintenance. • Investments in risk management and workplace health and safety. • Addressing physical and operational inequities, including enhanced language access services, ADA transition planning, and barrier elimination. Program Name 2024 Budget 2024 FTE Count Program Mandate Administration $1,147,263 5.4 Y - Federal/State Environmental Stewardship $880,566 4.9 Y - Ordinance/Resolution Street Lighting $679,648 2.5 Y - Ordinance/Resolution Traffic Control Devices $580,799 2.7 Y - Federal/State Street Cleaning $425,982 0.8 Y - Ordinance/Resolution Video & Fiber $151,611 0.9 Y - City Code Snow & Ice Control $143,321 1.0 Y - City Code Grants Administration & Accounting $140,834 0.8 Y - Federal/State Budget/CIP Development $132,729 0.7 Y - Federal/State Sidewalks $77,422 0.4 Y - City Code O 16111 DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 1'13 Program Name 2024 Budget 2024 FTE Count Program Mandate Mandatory Training $28,083 0.1 Y - Federal/State Professional Development & Training $23,383 0.1 Y - Ordinance/Resolution Projects & Capital Improvement Management $40,329,210 9.1 N - Best Practice Facility Management & Improvement $2,011,828 7.8 N - Best Practice Parks Maintenance $1,536,910 4.5 N - Best Practice Pothole and Litter Control $1,155,174 0.4 N - Best Practice TIB Bus Stop/Streetscape $315,789 2.2 N - Best Practice Trail Maintenance $274,310 0.6 N - Best Practice Graffiti, vandalism & garbage $223,223 1.5 N - Best Practice Parks Facility Maintenance $211,652 1.6 N - Best Practice Streetscapes/Median Landscape $92,400 0.8 N - Best Practice Grounds Maintenance -City Facilities $89,974 0.7 N - No Mandate Park Restrooms Contract $83,976 0.0 N - Best Practice Minor Structural Repairs Total $51,448 $50,787,534 0.4 N - Best Practice 49.7 1 fig' DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 52 Public Safety Cost Drivers • Inflationary increases in the cost of supplies, fuel, and contracts. • Staff participation in mandated training or adoption of new processes from updated state legislation. • Increase in service levels per Council direction. • Unforeseen events that occur after the budget is adopted such as humanitarian crises. • Growth in residential and daytime population may increase the number of incidents and the need for police services. Changes in Levels of Service • The Police Department was fully funded in the 2023-2024 budget and the department was able to fill previously frozen positions. The Police Department created new positions to focus on community engagement and emergency management. Program Name 2024 Budget 2024 FTE Count Program Mandate Police Patrol Services $9,039,888 36.1 Y - City Code Investigation of Felony and Juvenile Crimes $2,276,505 11.4 Y - City Code Administration $2,155,129 4.6 Y - Federal/State Detention & Incarceration Services $1,123,782 0.3 Y - Federal/State Traffic Enforcement & Crash Investigation Team $913,639 4.5 Y - Federal/State Community Risk Reduction $723,800 0.0 Y - Ordinance/Resolution Emergency Preparedness & Response $640,853 1.1 Y - Federal/State Mandatory Training $551,850 2.3 Y - Federal/State Public Defense Program $448,184 0.1 Y - Federal/State Professional Development & Training $443,453 1.3 Y - Ordinance/Resolution Case Management $414,622 2.3 Y - Federal/State Emergency Management Program $412,537 2.0 Y - Federal/State Civil Service Recruiting & Hiring $402,963 1.3 Y - Federal/State Risk Management $ 365,664 0.0 Y - Federal/State Evidence and Property Management $332,542 2.2 Y - Federal/State Professional Standards $323,553 1.6 Y - Federal/State Court Support Services $209,797 1.4 Y - Federal/State ■��I DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix Program Name 2024 Budget 2024 FTE Count Program Mandate Prosecution Services $155,231 0.0 Y - Federal/State Animal Control $125,142 0.0 Y - City Code Health & Safety $96,912 0.3 Y - Federal/State Court Interpreter Program $73,864 0.3 Y - Federal/State Public Safety Plan $18,138 0.1 Y - City Code Accounts Payable $1,000 0.0 Y - Federal/State Narcotics & Human Traffic Investigations $1,346,478 6.3 N - Best Practice Police Support Operations $1,201,183 8.8 N - Best Practice Community Policing Team $973,842 4.9 N - Best Practice School Zone Safety Cameras $504,279 3.0 N - Best Practice Critical Incident Response $394,697 1.7 N - Best Practice Community Investment $162,297 1.0 N - Best Practice Valley Independent Investigative Team $98,805 0.5 N - Best Practice Homeless Encampment Response $46,618 0.2 N - Best Practice Fire Services Contract $14,202,720 0.0 Not Applicable Fire Retiree Benefits $309,500 0.0 Not Applicable Total $40,489,467 99.3 .r64pr DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 54 Appendix F: Service Level Adjustments In response to the COVID-19 pandemic, the City reduced service levels and expenditures to align with reduced revenues. The City restored some services using new revenue and some one-time funding in the 2023-2024 "bridge budget." A description of those service level adjustments is provided in Exhibit 50 below. The City's adopted 6-year Financial Plan assumes that services reduced in the pandemic will be restored to pre -pandemic levels. Exhibit 50: Summary of Tukwila's Recent Service Level Adjustments Category 2021-2022 Adopted Budget 2023-2024 Adopted Budget Community and Economic Development 4. Longer response time to customer inquiries (1 -2 days to 4+ days) and longer processing time for permits (4- 6 weeks to 8-12 weeks). 5. Less staff time spent on housing and regional planning issues. 6. Restored funding for 2 positions with Federal American Rescue Plan Act (ARPA) funds. Community Engagement 7. Elimination of the Community Connections program. 8. Prohibitions on public gatherings impeded the ability to adequately gather public input on City initiatives. 9. The Community Connectors Program, renamed the Tukwila Community Leadership Initiative, has been restored with ARPA funds. Culture and Recreation 10. Reduction in the number of recreation 13 programs and services offered. 1 1. Reduction in funding for seasonal staff. 1 2. Reductions in park maintenance service levels: longer intervals between mowing, tree trimming, and weed removal; longer response times for graffiti removal and emergency repairs; and scheduled maintenance items, like painting benches are delayed or eliminated. 14 . Restored funding for part-time labor and program supplies for teen and youth programs with ARPA funds. . Restored 2 part-time positions for Parks with ARPA funds. General Government 15. Reductions in travel and training budgets. 16. Elimination of the SeeClickFix contract, Commute Trip Reduction incentives (including ORCA cards), and Employee Recognition Program. 17. Reductions in City Attorney contract hours. 19. The SeeClickFix contract was restored with the use of Federal American Rescue Plan Act (ARPA) funds, as well as partial restoration of the Commute Trip Reduction and Employee Recognition programs. 20. The City Clerk's extra labor position that works on public records requests was restored. .1111 DRAFT 4/16/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix 1517 Category 2021-2022 Adopted Budget 2023-2024 Adopted Budget 1 8. Longer response time to review contracts and internal documents and provide support on financial tasks. 21. The Human Resources Director position in the previous biennium was changed to a Deputy Director Admin. Services & Chief People Officer. 22. Addition of 2 FTEs to support implementation and management of the new B&O tax program. Infrastructure Maintenance/ Improvement 23. Deferred maintenance on various City facilities. 24. Elimination of street sweeping and sidewalk cleaning. 25. Deferred maintenance for traffic signals and signal cable upgrades. 26. Rather than frontloading snow and ice response material purchases, if a snow and/or ice event occurs, staff will purchase required materials and maintain the roads. Such expenditures will be covered via a budget amendment later in the year 27. Restored funding for 2 positions with Federal American Rescue Plan Act (ARPA) funds. 28. The City hired a contract Project Manager to lead the Environmental Impact Statement for the Allentown Neighborhood Truck Reroute Project. Public Safety 29. Reductions in Court staffing but ability to maintain service levels due to increased use of technology. 30. Reductions in Police staff time on refugee/homeless outreach, drug and human trafficking investigations, and felony investigations. 31. Freezing of K9 Program. 32. Temporary re -assignment of School Resource Officers. 33. Increase in Court overtime budget to respond to new state requirements and manage traffic filings associated with red light cameras. 34. Police positions that were frozen were fully funded through the B&O tax. 35. Police created new positions: a Community Engagement Coordinator, an Emergency Management Coordinator, and a Public Disclosure Records Specialist. Sources: City of Tukwila 2021-2022 Adopted Budget and 2023-2024 Adopted Budget; BERK 2024. 1 ;glll DRAFT 4/1 6/2024 City of Tukwila Financial Sustainability Plan Technical Appendix 56 Appendix G: Adopted Financial Forecast The City develops a six -year financial plan for the General Fund to see the impact of financial policies and budget decisions. Revenues and expenditures are projected based on economic factors, past trends, and known program or policy changes. The City's adopted 6-year Financial Plan (Exhibit 51) (found within the City's budget document) funds current programs and services, as well as those programs and services that were reduced during the pandemic and have not yet been restored. The 6-year plan calls for restoring all remaining reductions from the pandemic and using ongoing revenue to support these programs beginning in 2025. The adopted Financial Plan includes the following revenue assumptions: ■ Use of about half of the property tax capacity created with annexation into the Puget Sound Regional Fire Authority (PSRFA), starting in 2025. ■ Addition of the Business & Occupation Tax starting in 2024. ■ Reduction in some fire department revenues, as they will transfer to PSRFA, starting in 2025. ■ The Plan includes the following expenditure assumptions: ■ Reduction in contract expenditures with PSRFA, starting in 2025. ■ Funding of 8 FTE positions that were frozen in the 2023-2024 budget, starting in 2025. ■ No other increase in staffing. ■ Less than 2% annual increase in budgets for salaries and benefits. ■ No increase in budgets for operational expenses like supplies, technology, and professional development. ■ Funding of planned debt service payments. In the adopted 6-year Financial Plan, the General Fund meets minimum fund balance requirements. The City's reserve policy, as revised in 2015, requires a General Fund minimum fund balance of 18% as calculated on the prior year ongoing General Fund revenue. A new discretionary reserve was added to the policy. Under this section, 10% of one-time revenue realized in the previous year will be set aside as a one-time revenue reserve, to the extent doing so does not negatively impact compliance with the General Fund minimum fund balance requirement. Reserve funds are set aside to mitigate current and future risks, such as revenue shortfalls or unanticipated expenditures. Examples include responding to weather events or unforeseen human services needs. Since revenues will decrease due to the annexation into PSRFA, the reserve policy allows reserves to decrease as well. In the adopted 6-year Financial Plan, the City chose to hold reserves at the current level until such time as revenues rebound. This conservative approach is how the reserve policy was implemented during the COVID-19 pandemic, and the recommendation from staff is to continue this approach in the future. :111 DRAFT 4/1 6/2024 City of Tukwila 1 Financial Sustainability Plan Technical Appendix In the adopted 6-year Financial Plan, revenue growth is projected to be higher than expenditure growth, which would provide for modest capacity for either additional expenditures or a reduction in revenues (detailed in Exhibit 52). The projected variance between revenues and expenditures is approximately 1 % of total revenues. Exhibit 51. Revenues and Expenditures in Adopted 6-year General Fund Financial Plan, 2023-2028 $80,000,000 $75,000,000 $70,000,000 $65,000,000 $60,000,000 $55,000,000 $50,000,000 $45,000,000 $40,000,000 Budget Projected 2023 2024 2025 2026 2027 2028 •Total Revenues —Total Expenditures Source: City of Tukwila, 2023; BERK 2024. Exhibit 52: Projected Revenues and Expenditures in Adopted 6-Year General Fund Financial Plan, 2025-2028 Projected Projected Projected Projected 2025 2026 2027 2028 Revenues $66,814,000 $68,258,000 $69,792,000 $71,551,000 Expenditures $66,331,000 $67,696,000 $69,009,000 $70,357,000 Variance $483,000 $562,000 $783,000 $1,194,000 Note: Amounts have been rounded to the nearest $7,000. Source: City of Tukwila, 2023; BERK 2024. 2dl DRAFT 4/1 6/2024 City of Tukwila I Financial Sustainability Plan Technical Appendix 58