HomeMy WebLinkAboutFS 2008-11-04 COMPLETE AGENDA PACKET w City of Tukwila Distribution:
J. Duffle M. Miotke
P. Linder J. Morrow
O ti Z D. Robertson G. Labanara
Finance Safety Committee K. Hougardy N. Olivas
Q j Mayor Haggerton J. Pace
o Dennis Robertson, Chair R. Berry D. Speck
C. O'Flaherty R. Still
B. Fletcher Tomaso
1908 o Pam Linder D. Haynes J Walden
Kathy Hougardy S. Hunstock C. Parrish
M. Hart B. Arthur
V. ]essop K. Narog(cover)
S. Kerslake S. Kirby (email)
T. Kinlow S. Norris (email)
K. Matei
AGENDA
TUESDAY, NOVEMBER 4, 2008
CONFERENCE ROOM ##3; 5 PM
Item Action to be Taken Page
1. PRESENTATIONS
2. BUSINESS AGENDA
a. Tax Levy ordinances; a. Forward to 11/10 C.O.W. Pg.1
Shawn Hunstock, Finance Director, and 11/17 Regular.
b. Sales Tax Report; b. Information only. Pg.7
Shawn Hunstock, Finance Director,
c. Identification of evaluation criteria for c. Discussion. Pg.15
animal control alternatives;
Dennis Robertson, Committee Chair
3. ANNOUNCEMENTS
4. MISCELLANEOUS
Next Scheduled Meeting: Tuesday, November 18, 2008
Future Aaenda Items:
Council Goal #3; work together in cooperation with nearby cities to address common problems (safety)
in the Highway 99 corridor and Military Road.
Animal Control status monitoring.
Safety in Overnight Lodging (on hold pending outcome of court case).
Panhandle ordinance.
The City of Tukwila strives to accommodate individuals with disabilities.
Please contact the City Clerk's Office at 206 433 -1800 for assistance.
City of Tukwila
6200 Southcenter Boulevard 0 Tukwila, Washington 98188
Jim Haggerton, Mayor
INFORl\1ATIONAL MEMORANDU1\1
To:
Mayor Haggerton
Finance & Safety Committee
Shawn Hunstock, Finance Director "M-
From:
Date:
October 28,2008
Subject:
2009 Proposed Property Tax Levy
In preparation for our discussion at the November 4, 2008 Finance & Safety
Committee meeting, I have attached a number of documents for your revie\v
related to establishing the 2009 property tax levy.
Specifically, you will fmd. a 2009 Preliminary Levy Limit vV orksheet
prepared by the King County Assessor's Office; an Excel spreadsheet that I
prepared to develop an estimated levy value, and finally (2) draft ordinances
establishing the 2009 property tax levy. Cities are required to submit their
levy requests to the Metropolitan King County Council by November 28,
2008.
As has been the case in past years, the County will not have final property
valuations prior to the cutoff date. Given the preliminary nature of the
valuations and consideration of the 1% levy base growth constraint, I have
set the recommended levy amount slightly higher than the value I calculated
for the estimated allowable levy. In the final analysis the County is required
to adjust downward to the maximum allowable amount, while conversely it
11lay not make an upward adjustment.
I look forward to seeing each of you on November 4th.
Phone: 206-433-1800 e City Hall Fax: 206-433-1833 · www.cUukwila.wa.us
PRELIMINARY
LEVY LIMIT WORKSHEET 2009 Tax Roll
TAXING DISTRICT: City of Tukwila
The following determination of your regular levy limit for 2009 property taxes is provided by the King County
Assessor pursuant to RCW 84.55.100.
Annexed to Library District
Using Limit Factor
For District
11,395,893
1.0100
11,509,852
267,710,920
0
267,710,920
2.56911
687,779
12,197,631
0
12,197,631
5,123,164,972
2.38088
0
0
0
12,197,631
12,197,631
11,466
12,209,097
12,209,097
2.38312
11,400,000
109,852
0.96%
10/28/08 4:39 PM
LevyLimitWS.doc
(Note 1) Estimated Library rate: 0.36029
Calculation of Limit Factor Levy
Levy basis for calculation: (2008 Limit Factor) (Note 2)
x Limit Factor
Levy
Local new construction
Increase in utility value (Note 3)
Total new construction
x Last year's regular levy rate
New construction levy
Total Limit Factor Levy
Annexation Levy
Omitted assessment levy (Note 4)
Total Limit Factor Levy new lid lifts
Regular levy assessed value less annexations
Annexation rate (cannot exceed statutory maximum rate)
x Annexation assessed value
Annexation Levy
Lid lifts, Refunds and Total
First year lid lifts
Limit Factor Levy
Total RCW 84.55 levy
Relevy for prior year refunds (Note 5)
Total RCW 84.55 levy refunds
Levy Correction: Year of Error +or
ALLOWABLE LEVY (Note 6)
Increase Information (Note 7)
Levy rate based on allowable levy
Last year's ACTUAL regular levy
Dollar increase over last year other than N/C Annex
Percent increase over last year other than N/C Annex
Calculation of statutory levy
Regular levy assessed value (Note 8)
x Maximum statutory rate
Maximum statutory levy
+Omitted assessments levy
Maximum statutory levy
Limit factor needed for statutory levy
ALL YEARS SHOWN ON THIS FORM ARE THE YEARS IN WHICH THE TAX IS PAYABLE.
Please read carefully the notes on the reverse side.
Using Implicit
Price Deflator
11,395,893
1.0453
11,911,785
267,710,920
0
267,710,920
2.56911
687,779
12,599,564
0
12,599,564
5,123,164,972
2.45933
0
0
0
12,599,564
12,599,564
11,466
12,611,030
12,611,030 I
2.46157
11,400,000
511,785
4.49%
5,123,164,972
3.23971
16,597,569
0
16,597,569
Not usable
Notes:
1) Rates for fire districts and the library district are estimated at the time this worksheet is
produced. Fire district and library district rates affect the maximum allo\vable rate for cities
annexed to them. These rates will change, mainly in response to the actual levy requests
from the fire and library districts. Hence, affected cities may have a higher or lower
allowable levy rate than is shown here when final levy rates are calculated.
2) This figure shows the maximum allowable levy, which may differ from any actual prior levy
if a district has levied less than its maximum in prior years. The maximum allO\vable levy
excludes any allowable refund levy if the maximum was based on a limit factor. The
maximum allO\,vable levy excludes omitted assessments if the maximum was determined by
your district's statutory rate limit. If your district passed a limit factor ordinance in the year
indicated, that limit factor would help determine the highest allowable levy. However, if the
statutory rate limit was more restrictive than your stated limit factor, the statutory rate limit is
controlling.
3) Any increase in value in state-assessed property is considered to be new construction value
for purposes of calculating the respective limits. State-assessed property is property
belonging to inter-county utility and transportation companies (telephone, railroad, airline
companies and the like).
4) An omitted assessment is property value that should have been included on a prior year's roll
but will be included on the tax roll for which this worksheet has been prepared. Omits are
assessed and taxed at the rate in effect for the year omitted (RCW 84.40.080-085). Omitted
assessments tax is deducted from the levy maximum before calculating the levy rate for
current assessments and added back in as a current year's receivable.
5) Administrative refunds under RCW 84.69.020 were removed from the levy lid by the 1981
legislature.
6) A district is entitled to the lesser of the maximum levies determined by application of the
limit under RCW 84.55 and the statutory rate limit. Levies may be subject to further
proration if aggregate rate limits set in Article VII of the state constitution and in RCW
84.52.043 are exceeded.
7) This section is provided for your information, and to assist in preparing any Increase
Ordinance that may be required by RCW 84.55.120. The increase information compares the
allowable levy for the next tax year with your ACTUAL levy being collected this year. The
actual levy excludes any refund levy and expired temporary lid lifts, if applicable. New
construction, annexation and refund levies, as well as temporary lid lifts in their initial year,
are subtracted from this year's allowable levy before the comparison is made.
8) Assessed valuations shown are subject to change from error corrections and appeal board
decisions recorded between the date of this worksheet an dfin al levy rate determination.
10/28/08 4:39 PM
LevyLimitWS.doc
City of Tukwila
Levy Calculation - 2008 Tax Year
2008 Actual Property Tax Levy $ 11,400,000
1% Limitation (1-747) 1.01
Allowable Levy Prior to New
Construction and Increase in Utility
Values $ 11,514,000
New Construction & Estimated
Increase in Utility Value $ 288,998,190
2008 Regular Levy Rate $ 2.38088
New Construction & Utility Levy $ 688,070
Total Estimated Allowable Levy $ 12,202,070
Total Estimated Levy Rate $ 2.38174
Recommended Levy Amount $ 12,250,000
Corresponding Levy Rate $ 2.39110
DRAFT
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKyVILA.-
WASHINGTON, LEVYING THE GENERAL TAXES FOR THE CITY OF
TUKWILA IN KING COUNTY FOR THE FISCAL YEAR COMMENCING
JAi'IJUARY 1, 2009, ON ALL PROPERTY, BOTH REAL AND PERSONAL, IN
SAID CITY WHICH IS SUBJECT TO TAXATION FOR THE PURPOSE OF
PAYING SUFFICIENT REVENUE TO CARRY ON THE SERVICES OF THE
SEVERAL DEPARTMENTS OF SAID CITY FOR THE ENSUING YEAR AS
REQUIRED BY LAW; PROVIDING FOR SEVERABILITY; AND
ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, the City Council of the City of Tukwila has considered the City's anticipated
financial requirements for 2009 and the amounts necessary and available to be raised by ad
valorem taxes on real, personal and utility property; and
WHEREAS, the final assessed valuation calculation has been determined;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, DO ORDAIN AS FOLLOWS:
Section 1. Regular Tax Levy.
A There shall be and hereby is levied on all real, personal, and utility property in the
City of Tukwila, in King County, whose estimated assessed valuation is $5,123,164,972,
current taxes for the ensuing year commencing January 2009, in the amount and at the rates
specified below:
Rate Amount
Regular Tax Levy $2.39 $12,250,000
B. The said taxes herein provided for are levied for the purpose of payment upon the
general bonded indebtedness of the City of Tukwila, the General Fund, and for the
maintenance of the departments of the municipal government of the City of Tukwila for the
fiscal year beginning January 1, 2009.
Section 2. Collection. This ordinance shall be certified to the proper County officials, as
provided by law, and taxes here levied shall be collected to pay to the Finance Director of the
City of Tukwila at the time and in the manner provided by the laws of the State of
Washington for the collection of taxes for non-chartered code cities.
Section 3. Severability. If any section, subsection, paragraph, sentence, clause or
phrase of this ordinance or its application to any person or situation should be held to be
invalid or unconstitutional for any reason by a court of competent jurisdiction, such
invalidity or unconstitutionality shall not affect the validity or constitutionality of the
remaining portions of this ordinance or its application to any other person or situation.
Section 4. Effective Date. This ordinance or a summary thereof shall be published in
the official newspaper of the City, and shall take effect and be in full force and effect
January 1, 2009.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKI'VILA, WASHINGTON, at a
Regular Meeting thereof this day of . 2008.
ATTEST/ AUTHENTICATED:
Jim Haggerton, Mayor
Christy O'Flaherty, CMC, City Clerk
APPROVED AS TO FORM BY:
Filed VIoith the City Clerk:
Passed by the City Council:
Published:
Effective Date:
Ordinance Number:
Office of the City Attorney
C:\Documents and Seningsl."lI Users\Desktop'J(elIy'MSDA TAIOrdinanre,\General Tax I.e'> 2009.dc>o
SH:ksn 10130/2008
Page 1 of 1
n~^ ~T
~kj ~M.~ u
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, INCREASING THE CITY OF TlJKV\1JLA REGULAR LEVY
FROM THE PREVIOUS YEAR, COMMENCING JAI\TUARY 1, 2009, ON ALL
PROPERTY, BOTH REAL AND PERSONAL, IN COMPLIANCE WITH Rav
84.55.120; PROVIDING FOR SEVERABILITY; AI\TJ) ESTABLISHING AN
EFFECTIVE DATE.
lVHEREAS, the City of Tuhila has properly given notice of a public hearing, held on
November 17,2008, pursuant to RCW 84.55.120; and
WHEREAS, the City, after hearing and dwy considering all relevant evidence and
testimony presented, has determined that the City requires an increase in property tax
revenue from the previous year, in addition to the increase reswting from the addition of
new construction and improvements to property and any increase in the value of State-
assessed property, in order to discharge the expected expenses and obligations of the
City; and
WHEREAS, the City has determined that it is in its best interest and necessary to meet
its expenses and obligations for the property tax revenue to be increased for 2009, and the
final assessed valuation calcwation has been determined;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TU.K:\'\1JLA,
WASHINGTON, DO ORDAIN AS FOLLOWS:
Section 1. An increase in the regu1ar property tax levy, in addition to any amount
reswting from the addition of new construction and improvements to property and any
increase in the value of state-assessed property, is hereby authorized for the 2009 levy in
the amount of $114,000, which is a percentage increase of 1.0% from the previous year.
This increase is exclusive of additional revenue reswting from new construction,
improvements to property, and any increase in the value of state assessed property, any
annexations that have occurred and refunds made.
Section 2. Severability. H any section, subsection, paragraph, sentence, clause or
phrase of this ordinance or its application to any person or situation showd be held to
be invalid or unconstitutional for any reason by a court of competent jurisdiction, such
invalidity or unconstitutionality shall not affect the validity or constitutionality of the
remaining portions of this ordinance or its application to any other person or situation.
Section 3. Effective Date. This ordinance or a summary thereof shall be published in
the official newspaper of the City, and shall take effect and be in fu1l force and effect
January 1, 2009.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUI<:\VILA, WASHINGTON,
at a Regu1ar Meeting thereof this day of , 2008.
ATTEST/ AUTHENTICATED:
Jim Haggerton, Mayor
Christy O'Flaherty, CMC, City Clerk
APPROVED AS TO FORM BY:
Filed with the City Clerk:
Passed by the City Council:
Published:
Effective Date:
Ordinance Number:
Office of the City Attorney
C:\Documents and SettingslAlI Users\D::sl.,op\Kelly\MSDATA\OrdinancesiRegular Tax Le;)' 2oo9.d<>:
SH:ksn 10128/2008
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To: Mayor Haggerton
Rhonda Berry
Schedule!
City of Tukwila
6200 Southcenter Boulevard A Tukwila, Washington 98188
From: Shawn Hunstock, Finance Director
Date: October 28, 2008
Subject: Sales Tax Revenue for August 2008
MEMORANDUM
in 1,000's
Sales Receipt 2007 2008 2008 Increase /(Decrease) %Increase /(Decrease)
Month Month Actual Estimated Actual Month YTD Month YTD
Jan Mar 1,324 1,398 1,347 (51) (51) -3 65% -3 64%
Feb Apr 1,350 1,350 1,357 7 (44) 0 52% -1.60%
Mar May 1,707 1,564 1,601 37 (7) 2.37% -0.16%
Apr June 1,482 1,472 1,365 (107) (114) -7.27% -1.97%
May July 1,497 1,497 1,635 138 24 9.22% 0 33%
June Aug 1,768 1,657 1,646 (11) 13 -0.66% 0 15%
July Sept 1,616 1,577 1,535 (42) (29) -2.66% -0.28%
Aug Oct 1,607 1,546 1,555 9 (20) 0 58% -0.17%
Sept Nov 1,704 1,672 0.00% 0.00%
Oct Dec 1,597 1,552 0 00% 0 00%
Nov Jan09 1,652 1,596 0.00% 0.00%
Dec Feb09 2,112 2,164 0.00% 0.00%
Totals 19,416 19,045 12,041
Sales tax collections showed a modest increase of 1 32% in August compared to the
prior month. August is the first full month the city is impacted by sales from the mall
expansion. August is also the second month the city is impacted by streamlined sales
tax. We will not know the full affect of the increased retail sales at the mall until August,
and the impact of streamline sales tax will not be known until December when the city
receives its first mitigation money for lost sales tax revenue.
On a year -to -date basis, actual sales tax revenue is just below budget, and
approximately 2.5% below collections at this time last year. Extrapolating this trend to
the end of the year would result in actual sales tax revenue meeting the budget estimate
of $18.5 million, but below the record collections in the previous year by $849,000.
Sales Tax Revenue Pace 2
Schedule II shows the year -to -date sales tax from the top 10 categories of retail
establishments. As this schedule indicates, there is no clear pattern to explain the
current trend. The variances are both up and down in these categories.
Schedule II
YTD YTD Dollar
Group Name Current Prior Diff. Diff.
452 General Merchandise Stores 1,439,952 1,587,475 (147,523) -9.29%
423 Wholesale Trade, Durable Goods 1,369,127 1,472,459 (103,332) -7.02%
448 Clothing and Accessories 1,320,980 1,051,010 269,970 25.69%
236 Construction of Buildings 964,824 853,304 111,520 13.07%
722 Food Services, Drinking Places 885,199 736,501 148,698 20.19%
443 Electronics and Appliances 708,300 872,140 (163,840) 18.79%
441 Motor Vehicle and Parts Dealer 663,495 674,884 (11,389) -1.69%
453 Miscellaneous Store Retailers 481,299 521,447 (40,148) -7 70%
442 Furniture and Home Furnishings 480,246 711,757 (231,511) 32.53%
444 Building Material and Garden 446,864 547,242 (100,378) -18 34%
As you can see, there are large decreases for those businesses affected most by
streamlined sales tax. Specifically, sales tax for Furniture and Home Furnishings is down
by 32.53 Electronics and Appliances is down by 18.79 and Building Material and
Garden is down by 18.34 These declines are offset by increases in other areas, such
as Clothing and Accessories, which increased by 25.69% and Food Services Drinking
Places, which increased by 20.19 These increases are more than likely the result of
completion of the mall expansion in late July.
Attached is a Sales Tax Summary comparing year -to -date 2008 vs. 2007 by major SIC
codes. Also included is a comparison of total receipts year -to -date for the last four years.
Please let me know if you have any comments or questions. Thank you.
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City of Tukwila
Year -to -date Comparison
2008
2007
2006
2005 $10,548,0241
$10,000,000 $10,500,000
4 -Year Comparison
$11,362,543 1
$11,000,000 $11,500,000
$12,042,282 1
$12,350,941.
Taxes Collected Year to Date
$12,000,000 $12,500,000
From:
Subject:
Date:
To:
Dennis Robertson
Evaluation Criteria for an Animal Control Service Policy & Approach
October 21st, 2008
Finance and Safety Committee
Discussion Goal
Today's meeting goal is to create criteria: for evaluating and selecting a 'policy approach'
for a City Animal Control Service.
Finance and Safety Committee's Commitment to Council as a Whole.
We stated that we would provide a report/presentation of four alternatives for animal
control service:
1. Basic contractual service from King County
2. Enhanced (officer dedicated to Tukwila several days/week) service from King
County.
3. Animal control service shared with adjacent cities. The service would be
provided by one of the .cities but funded by all. Puyallup and Sumner are a
possible model.
4. Animal control service provided by Tukwila for Tukwila. This would
basically be the Des Moines (full-time commissioned officer) or the
Normandy Park (part-time use of CSO officer) models.
Please note that variations and combinations of the four alternatives are possible. Also,
the committee committed to provide a report/presentation for Council-wide discussion
without a F &S committee recommendation. .
General Background Discussion
First, the City Attorney has stated that the City is not, according to Washington State
Code, statutorily responsible for providing animal control services to its citizens. The
City Council in the past was willing to make a policy decision that it would provide
limited animal control evidenced by the interlocal agreements with King County but there
is no legal reason the City has to continue to provide animal control service. "Second, the
Council is in consensus with the Administration proceeding with 'alternative 2' above
while Council and Administration discuss and decide on an overall Animal Control
Service policy.
Possible Evaluation Criteria
1. How well does the proposed service meet the stated goaVmission statement for a
Tukwila Animal Control Service?
Please note we do not currently have such a goaVmission statement other
than that what is stated in the TMC section on animal control. However,
likely starting places for a goaVmission statement could be:
Tukwila Police: "Our mission is to improve the quality of life for
all through community partnerships and problem solving to
promote safe, secure neighborhoods."
SPCA: "The mission of SPCA International is to raise awareness
of the abuse of animals to a global level, to teach and foster good
pet parenting practices, and to promote spay and neuter programs
around the world with the goal of eradicating the need to euthanize
healthy and adoptable companion animals.
King County Animal Control and Care: "It is declared the
public policy of the county to secure and maintain such levels of
animal care and control as will protect animal and human health
and safety, and to the greatest degree practicable to prevent injury
to property and cruelty to animal life." (taken from KC code)
Tukwila Code: "It is the public policy of the City to secure and
maintain such levels of animal control as will protect human health
and safety and, to the greatest degree practicable, will prevent
injury to property and cruelty to animal life."
Des Moines Code: It is the declared public policy of the city to
severe and maintain such levels of animal control as will protect
and safety, to the greatest degree human health a gr gr practicable
Y p
prevent injury to property and cruelty to animal life." taken from
their code)
2. Cost to provide the proposed service. There are three components to the cost; (1)
capital (initial costs such as a truck), (2) ongoing costs (mainly salary, benefits
and administration costs) and, (3) Kenneling service for animals.
3. How well does the proposed service fit/integrate with existing Administration
policy, capabilities, and contracts? (ie how will it be managed, are there union
issues /concerns, etc)
4. How will the proposed service be received by our citizens, employee groups,
neighboring cities, and King County or its successor in providing kennel and
animal control services?
5. How long will it take to implement the proposed service? How long to truly
integrate it with related City services (Police, Code Enforcement, Court, City
Clerk, etc.)
6. Does the proposed service require changes to our existing TMC section on
Animal Control? If so, how significant?