Loading...
HomeMy WebLinkAbout05-29-2012_Council Workshop SPECIAL ACCOMMODATIONS: The City of Arlington strives to provide accessible meetings for people with disabilities. Please contact the ADA coordinator at (360) 403-3441 or 1-800-833-8388 (TDD only) prior to the meeting date if special accommodations are required. CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL APPROVAL OF THE AGENDA WORKSHOP ITEMS ~ NO FINAL ACTION WILL BE TAKEN 1. (10 min) Renew Interlocal Agreement with Snohomish Regional Drug & Gang Task Force ATTACHMENT A 2. (30 min) April Financial report to Council ATTACHMENT B 3. (10 min) Airport Blvd - Apparent low bidder of Construction Contract ATTACHMENT C 4. (15 min) Retail Competitiveness Analysis: Shea Carr Jewell contract amendment #2 & McConkey study ATTACHMENT D 5. Miscellaneous Council Items PUBLIC COMMENT For members of the public to speak to the Council regarding matters on the Council Workshop agenda. Please limit your remarks to three minutes. ADJOURNMENT To open all attachments, click here Arlington City Council Workshop May 29, 2012 – 7 PM City Council Chambers ~ 110 E. Third City of Arlington Council Agenda Bill Item: WS #1 Attachment A COUNCIL MEETING DATE: May 29, 2012 SUBJECT: Renew Interlocal Agreement with Snohomish Regional Drug & Gang Task Force ATTACHMENTS: Interlocal Agreement with Snohomish County DEPARTMENT OF ORIGIN Police - Contact: Chief Nelson Beazley, 360-403-3400 EXPENDITURES REQUESTED: $4,477.00 BUDGET CATEGORY: Police – Narcotics Investigations LEGAL REVIEW: DESCRIPTION: This is an annual renewal of the interlocal agreement for the City of Arlington to participate in the Snohomish Regional Drug & Gang Task Force. This agreement sets out the terms, the fees, the organization and the operational conditions of this multi- agency task force and reflects an approximate .07% increase over the current agreement. HISTORY: The Task Force was formed in 1988 and the City of Arlington has been a steady participant. The Task Force was founded to work street narcotics and has evolved to investigating the highest level of drug dealers. The Task Force is staffed by detectives from the Sheriff’s Office and the City of Everett, and is assisted by a host of local and federal agencies. The Task Force continues to provide essential assistance to the Police Department especially in the area of training and undercover operations. The City’s financial contribution is only 2.5% of the total but receives far more in returned services. The Task Force also receives funding from the Federal government. ALTERNATIVES Non-renewal and withdrawing from participation in the Task Force. RECOMMENDED MOTION: No action requested at this time. This item will come back to Council at the June 4, 2012 meeting. City of Arlington Council Agenda Bill Item: WS #2 Attachment B COUNCIL MEETING DATE: May 29, 2012 SUBJECT: April 2012 Financial Report ATTACHMENTS: April 2012 Financial Report DEPARTMENT OF ORIGIN Finance; Contact: Jim Chase – 360-403-3422 EXPENDITURES REQUESTED: -0- BUDGET CATEGORY: N/A LEGAL REVIEW: DESCRIPTION: Staff will review the Financial Report from April with Council. HISTORY: ALTERNATIVES RECOMMENDED MOTION: No action. April 2012 Financial Report Jim Chase, Finance Director Sales Tax dollars received this month (for February sales) were about $2,000 less than the amount received for the same month last year. Year to date collections for 2012 still trail last year’s number by $5,738. Since we budgeted to receive less this year, we are a little ahead of budget. Building Permits revenues received in April were noticeably smaller than the amounts received in the first three months of 2012, as were Plan Check Fees. The State’s budget, recently passed by the legislature for the next fiscal year (July 2012 to June 2013), included a reduction in the distribution of Liquor Excise Tax revenues. The distribution of Liquor Excise Taxes to cities will end as of July 1st. In last month’s report I indicated the loss could be as much as $64,000. The estimates given to cities, through further analysis by the Association of Washington Cities, indicate Arlington’s loss in Liquor Profits to be closer to $20,000. The Fines and Forfeitures revenue line items (traffic enforcement) continue to be a definite concern. Attached are the usual revenue charts. Following the charts is the General Fund Operating Statement for April. Some good news, the City received enough property taxes in April to repay the interfund to the Growth Fund. The EMS Fund did not receive enough to repay their interfund loan from the Growth Fund. The City uses the Cash Basis form of accounting. Revenues are recognized only when the dollars are received and expenditures are recognized when paid (date of the check). Typically, for example, some bills paid in April are for March expenditures. In accordance with state law, the city also recognizes expenditures paid during 20 days after the close of the year as having been paid in December. Firefighters and police officers also receive holiday pay cash-outs in October and November. They typically are on duty on holidays and both contracts specify when they are paid for those holidays. All of these items, together with debt service payments, tend to skew the percentages on the monthly reports making it more difficult to provide a true picture of the financial status. The Other Funds Operating Statements begin on page 8. Funds highlighted this month are the Local Improvement District Fund and the Real Estate Excise Tax (REET) Funds 1 and 2. The Local Improvement District #21 Fund was created in 1985 to pay part of the costs associated with street improvements in the Kent Prairie area. Revenues are received from properties deemed to have benefitted from the improvements. Bonds were sold to pay for the improvements and property owners billed for their share. The annual re-payments from property owners are scheduled to be received until 2017. The REET 1 Fund receives the first .25% Real Estate Excise Tax on the sale of property (usually paid by the sellers). Before enactment of HB 1953 (in 2011) both REET 1 and 2 funds could only be used for “planning, acquisition, construction, repair, replacement, rehabilitation or improvement” of capital projects. With the passage of HB 1953 effective in July 2011, at least some of the funds can be used to operate and maintain capital facilities. The REET 2 Fund receives the second .25% Real Estate Excise Tax on property sales. In 1990 the Legislature authorized cities and counties planning under the Growth Management Act to impose this additional tax to finance capital projects specified in the capital element of a comprehensive plan. General Fund Revenue Charts Property Taxes 2008 2009 2010 2011 2012 Jan 2,065$ 9,953$ 10,730$ 43,863$ 13,735$ Jan Feb 16,522 6,463 4,965 6,939 8,731 Feb March 31,263 47,312 50,930 36,300 69,232 March April 62,724 89,039 180,793 121,892 213,717 April May 866,220 1,006,203 874,964 1,021,034 - May June (28,443) (15,120) 56,580 24,760 - June July 6,881 14,530 12,989 8,241 - July Aug 5,477 7,679 (68,052) 9,547 - August Sept 11,808 44,029 18,000 37,485 - Sept Oct 73,330 79,762 94,000 318,247 - October Nov 818,761 894,923 878,989 743,089 - Nov Dec 22,633 8,876 50,453 17,201 - Dec 1,889,242 2,193,649 2,165,341 2,388,598 305,415 2012 Budget 2,392,000 12.77% Received so far in April 213,717 Retail Sales Taxes - 1% 2008 2009 2010 2011 2012 Jan 271,640$ 221,227$ 226,180$ 231,247$ 248,861$ Jan Feb 356,148 280,181 271,533 327,957 285,165 Feb March 268,175 224,708 200,501 198,195 219,727 March April 274,578 206,233 240,071 236,714 234,622 April May 317,981 240,634 258,531 276,830 - May June 281,195 236,531 252,005 244,488 - June July 311,099 251,301 252,678 250,540 - July August 325,121 302,202 284,617 277,164 - August Sept 290,051 287,843 256,168 250,027 - Sept October 258,291 241,080 250,811 247,503 - October Nov 293,780 276,283 270,709 250,547 - Nov Dec 248,057 237,530 211,020 242,434 - Dec 3,496,116 3,005,753 2,974,824 3,033,646 988,375 2012 Budget 3,000,000 32.95% Snoh. Co. Criminal Justice Sales Tax - 0.1% 2008 2009 2010 2011 2012 Jan 20,604$ 17,595$ 17,577$ 18,911$ 18,796$ Jan Feb 28,899 23,312 23,396 23,935 24,853 Feb March 18,577 16,671 15,746 16,203 16,396 March April 18,891 16,111 16,622 15,930 17,518 April May 22,927 18,775 18,464 18,149 - May June 19,611 16,809 16,923 19,007 - June July 20,296 17,565 17,595 18,988 - July Aug 22,768 20,156 20,382 20,627 - August Sept 20,611 18,447 19,363 19,160 - Sept Oct 20,663 18,646 18,608 19,420 - October Nov 21,947 19,417 20,368 20,146 - Nov Dec 19,304 17,356 18,100 18,477 - Dec 255,099 220,861 223,144 228,953 77,563 2012 Budget 230,000 33.72% $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 2008 2009 2010 2011 2012 Retail Sales Tax - 1% $65,000 $70,000 $75,000 $80,000 $85,000 $90,000 2008 2009 2010 2011 2012 Crim. Justice Sales Tax $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 2008 2009 2010 2011 2012 Property Taxes 2 Streamlined Sales Tax Mitigation Payments 2008 2009 2010 2011 2012 Jan -$ -$ -$ -$ -$ Jan Feb - - - - - Feb March - 32,850 29,743 25,024 25,377 March April - - - - - April May - - - - - May June - 14,024 29,860 25,161 - June July - - - - - July Aug - - - - - August Sept - 23,290 29,672 25,321 - Sept Oct - - - - - October Nov - - - - - Nov Dec 46,329 29,911 25,000 25,266 - Dec 46,329 100,074 114,275 100,771 25,377 2012 Budget 100,000 25.38% Utility Tax - Water 2008 2009 2010 2011 2012 Jan 11,792$ 12,919$ 13,013$ 15,779$ 16,437$ Jan Feb 11,863 10,737 13,288 15,103 16,565 Feb March 11,773 14,718 15,760 16,090 14,824 March April 13,015 12,023 15,815 16,578 15,535 April May 12,045 13,328 18,173 15,477 - May June 11,410 12,398 19,322 15,690 - June July 15,058 13,207 18,713 15,706 - July Aug 14,794 15,319 19,145 16,400 - August Sept 13,006 16,481 18,250 18,282 - Sept Oct 15,154 16,890 15,748 19,126 - October Nov 13,470 18,323 16,826 15,220 - Nov Dec 12,919 16,399 16,765 14,820 - Dec 156,299 172,744 200,818 194,271 63,361 2012 Budget 215,000 Tax is currently at 5% of gross revenues. 29.47% Utility Tax - Sewer 2008 2009 2010 2011 2012 Jan 12,708$ 15,610$ 15,073$ 18,513$ 20,707$ Jan Feb 14,944 10,737 15,058 17,132 20,725 Feb March 12,642 17,565 17,034 20,022 21,603 March April 15,185 13,377 18,369 18,484 19,030 April May 13,278 16,063 19,702 20,239 - May June 13,756 13,970 23,506 18,908 - June July 15,212 16,063 18,734 19,883 - July Aug 16,220 15,480 17,617 19,567 - August Sept 15,538 16,445 18,174 19,746 - Sept Oct 15,467 14,719 16,143 21,101 - October Nov 13,055 16,854 18,069 18,874 - Nov Dec 15,610 15,368 18,097 20,577 - Dec 173,617 182,252 215,576 233,046 82,065 2012 Budget 250,000 Tax is currently at 5% of gross revenues. 32.83% $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 2008 2009 2010 2011 2012 Streamlined Sales Tax $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 2008 2009 2010 2011 2012 Utility Tax - Water $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000 $90,000 2008 2009 2010 2011 2012 Utility Tax - Sewer 3 Utility Tax - Natural Gas 2008 2009 2010 2011 2012 Jan 84,677$ 76,095$ -$ 36,179$ 35,573$ Jan Feb - - 78,413 41,081 33,778 Feb March - - - 30,449 29,154 March April 111,768 154,007 94,519 39,426 32,759 April May 5,289 - - 25,634 - May June 6,260 - - 23,779 - June July 73,721 67,871 - 13,874 - July Aug 5,430 - 62,496 9,629 - August Sept 3,700 - - 8,946 - Sept Oct 27,851 17,739 31,198 8,717 - October Nov - 8,348 12,042 12,464 - Nov Dec - - 21,772 22,809 - Dec 318,696 324,061 300,440 272,987 131,264 2012 Budget 325,000 Tax is currently at 6% of gross revenues. 40.39% Utility Tax - Cable TV 2008 2009 2010 2011 2012 Jan 41,789$ -$ 57,070$ 19,754 20,349$ Jan Feb - 54,091 - 20,393 - Feb March - - - 20,296 40,313 March April 42,778 - - 19,945 20,432 April May - 53,136 56,981 20,130 - May June - - - 19,714 - June July 51,202 53,857 59,413 19,761 - July Aug - - - 20,146 - August Sept - - - 19,641 - Sept Oct 52,392 55,308 59,514 19,687 - October Nov - - 20,979 20,862 - Nov Dec - - 20,345 20,360 - Dec 188,160 216,392 274,302 240,689 81,094 2012 Budget 370,000 Tax changes from 6% to 8% in March 2012. 21.92% Utility Tax - Telephone 2008 2009 2010 2011 2012 Jan 95,152$ 88,965$ 86,694$ 49,514$ 48,104$ Jan Feb 46,408 37,525 30,381 47,162 46,413 Feb March 51,524 35,359 39,877 47,001 45,922 March April 93,367 86,993 88,806 49,593 47,991 April May 45,557 36,626 38,157 48,868 - May June 40,653 36,283 39,605 47,980 - June July 86,661 85,034 84,164 49,151 - July Aug 47,545 38,005 29,395 47,501 - August Sept 37,072 36,847 30,590 48,418 - Sept Oct 85,747 84,934 91,407 48,145 - October Nov 38,811 37,066 49,004 46,999 - Nov Dec 37,031 35,740 51,966 47,294 - Dec 705,529 639,376 660,046 577,626 188,430 2012 Budget 600,000 Tax currently at 6% of gross revenues. 31.41% $0 $50,000 $100,000 $150,000 $200,000 $250,000 2008 2009 2010 2011 2012 Utility Tax - Nat. Gas $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000 $90,000 2008 2009 2010 2011 2012 Utility Tax - Cable TV $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 2008 2009 2010 2011 2012 Utility Tax - Telephone 4 Utility Tax - Electricity 2008 2009 2010 2011 2012 Jan 68,584$ 85,254$ 89,193$ 85,675$ 90,775$ Jan Feb 42,022 45,564 47,266 45,924 52,732 Feb March 74,167 88,361 84,004 85,151 91,009 March April 39,848 46,327 49,177 52,944 54,791 April May 76,806 74,454 73,938 78,401 - May June 37,999 35,509 38,623 42,306 - June July 66,617 63,927 62,864 66,531 - July Aug 35,593 32,027 35,312 33,892 - August Sept 62,350 61,434 61,005 66,854 - Sept Oct 31,897 33,812 34,659 30,989 - October Nov 69,761 68,237 68,018 70,805 - Nov Dec 33,238 33,372 44,113 39,772 - Dec 638,882 668,279 688,172 699,244 289,307 2012 Budget 810,000 Tax changes from 5% to 6% in March 2012. 35.72% Utility Tax - Solid Waste (Garbage) 2008 2009 2010 2011 2012 Jan 8,198$ 8,266$ 9,204$ 10,912$ 10,959$ Jan Feb 8,594 8,165 8,907 10,495 10,516 Feb March 9,084 8,696 9,912 10,794 11,108 March April 9,532 9,914 9,901 10,148 10,678 April May 9,604 10,282 10,132 10,848 - May June 9,353 9,786 10,013 10,104 - June July 9,613 10,497 10,452 10,781 - July Aug 9,169 10,088 9,906 9,984 - August Sept 9,447 10,936 10,477 10,419 - Sept Oct 9,346 9,556 9,959 10,586 - October Nov 9,678 9,912 10,754 11,150 - Nov Dec 8,722 9,929 10,178 10,479 - Dec 110,340 116,028 119,795 126,700 43,261 2012 Budget 199,000 Tax changes from 5% to 8% in March 2012. 21.74% Gambling Taxes 2008 2009 2010 2011 2012 Jan 6,096$ 1,665$ 2,141$ 9,892$ 10,232$ Jan Feb - 38,202 26,034 4,270 9,479 Feb March - - - 12,809 9,781 March April 5,597 4,988 5,619 7,503 12,224 April May - 43,661 22,153 5,894 - May June - - - 8,238 - June July 3,760 2,020 2,081 8,521 - July Aug - 49,602 26,093 7,435 - August Sept - - 1,580 6,790 - Sept Oct 2,435 1,787 22,631 7,404 - October Nov 7,559 39,154 9,846 7,689 - Nov Dec - - 9,517 8,479 - Dec 25,447 181,077 127,695 94,924 41,716 2012 Budget 100,000 Tax on Pull tabs is 5% of gross receipts. 41.72%Tax on card games was 6% in 2011 and is 7% in 2012 . . . will increase 1% per year and max at 12% in 2017. $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 2008 2009 2010 2011 2012 Utility Tax - Electricity $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 $45,000 2008 2009 2010 2011 2012 Utility Tax - Garbage $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 $45,000 2008 2009 2010 2011 2012 Gambling Taxes 5 Cable Franchise Fees 2008 2009 2010 2011 2012 Jan 117$ 704$ 45,192$ 51,054$ 51,635$ Jan Feb - - - - - Feb March - - - - - March April 81 1,205 411 50,673 51,049 April May - - 44,678 - - May June - 11,900 - - - June July 564 14,364 48,158 50,190 - July Aug - - - - - August Sept - - - - - Sept Oct 432 44,951 50,810 50,403 - October Nov - - - - - Nov Dec - - - - - Dec 1,194 73,124 189,249 202,320 102,684 2012 Budget 205,000 Tax is 5% of revenues. 50.09%They will begin making monthly payments in 2012. Building Permits 2008 2009 2010 2011 2012 Jan 15,461$ 21,462$ 82,320$ 9,672$ 52,758$ Jan Feb 45,893 21,621 1,380 5,597 45,748 Feb March 35,278 34,857 12,071 52,830 50,294 March April 4,790 9,617 5,181 8,303 10,982 April May 20,828 3,742 1,206 5,445 - May June 18,487 7,216 4,784 4,461 - June July 41,661 12,029 7,256 15,101 - July Aug 11,464 9,805 6,351 14,043 - August Sept 18,356 7,988 2,072 16,702 - Sept Oct 32,983 3,603 10,989 50,782 - October Nov 5,845 6,569 10,118 56,511 - Nov Dec 54,010 9,594 8,687 15,540 - Dec 305,055 148,103 152,415 254,987 159,782 2012 Budget 180,000 88.77% State Shared Revenues Liquor Excise Taxes 2008 2009 2010 2011 2012 Jan 19,251$ 20,240$ 21,047$ 20,972$ 21,133$ Jan Feb - - - - - Feb March - - - - - March April 21,085 21,914 22,553 22,886 23,235 April May - - - - - May June - - - - - June July 19,218 19,542 20,196 21,077 - July Aug - - - - - August Sept - - - - - Sept Oct 21,025 21,721 21,541 22,244 - October Nov - - - - - Nov Dec - - - - - Dec 80,579 83,417 85,337 87,179 44,368 2012 Budget 90,000 49.30% $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 2008 2009 2010 2011 2012 Building Permits $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 2008 2009 2010 2011 2012 Cable Franchise Fees $18,000 $18,500 $19,000 $19,500 $20,000 $20,500 $21,000 $21,500 2008 2009 2010 2011 2012 Liquor Excise Tax 6 Liquor Profits 2008 2009 2010 2011 2012 Jan -$ -$ -$ -$ -$ Jan Feb - - - - - Feb March 28,698 28,271 39,961 33,151 23,858 March April - - - - - April May - - - - - May June 28,274 29,750 31,625 37,009 - June July - - - - - July Aug - - - - - August Sept 28,101 34,486 33,192 25,535 - Sept Oct - - - - - October Nov - - - - - Nov Dec 28,075 24,930 32,982 29,280 - Dec 113,148 117,437 137,760 124,975 23,858 2012 Budget 110,000 21.69% Street Fund Revenue Motor Vehicle Fuel Taxes - Street Fund 2008 2009 2010 2011 2012 Jan 21,651$ 29,365$ 29,365$ 28,999$ 26,401$ Jan Feb 21,367 25,560 31,059 29,651 31,775 Feb March 28,407 29,880 28,088 29,230 26,930 March April 30,212 28,049 27,051 28,331 28,741 April May 31,399 30,897 31,140 32,958 - May June 30,774 29,937 30,446 30,897 - June July 33,392 33,359 32,377 31,626 - July Aug 31,636 32,554 31,621 33,033 - August Sept 32,558 34,329 34,057 30,629 - Sept Oct 33,549 33,887 33,710 34,751 - October Nov 31,449 31,514 31,670 31,765 - Nov Dec 36,668 32,226 32,441 32,080 - Dec 363,062 371,557 373,025 373,950 113,847 2012 Budget 381,000 29.88% $90,000 $95,000 $100,000 $105,000 $110,000 $115,000 $120,000 2008 2009 2010 2011 2012 Motor Vehicle Fuel Taxes $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 2008 2009 2010 2011 2012 Liquor Profits 7 OTHER FUNDS OPERATING STATEMENTS YTD APRIL BUDGET FUND NAME 2012 2012 % SPECIAL REVENUE FUNDS (100 - 199) - to account for the proceeds of specific revenue sources (other than for major capital projects) that are legally restricted to expenditure for specified purposes. FUND 101 STREET Begin Fund Balance 437$ 1,000$ MV Fuel Taxes 113,848 381,000 29.9% Interfund Transfers 227,190 575,000 39.5% Misc. Revenues 6,564 27,200 24.1% YTD Revenues 347,602 983,200 35.4% Salaries & Wages 126,680 358,175 35.4% Personnel Benefits 48,022 126,225 38.0% Supplies 24,765 56,525 43.8% Other Services & Charges 83,918 245,260 34.2% Intergov Serv & Taxes 1,017 6,000 17.0% Capital Outlays - 1,700 0.0% Interfnd Payment for Svcs 63,636 189,400 33.6% YTD Expenditures 348,038 983,285 35.4% Ending Fund Balance 1$ 915$ FUND 104 PROGRAM DEVELOPMENT Begin Fund Balance 22,814$ 10,000$ YTD Revenues 195,000 100 195000.0% YTD Expenditures 12,372 - 0.0% End Fund Balance 205,442$ 10,100$ FUND 107 GROWTH MANAGEMENT Begin Fund Balance 2,915,659$ 3,400,000$ YTD Revenues 145,416 340,000 42.8% YTD Expenditures 471,210 1,023,000 46.1% End Fund Balance 2,589,865$ 2,717,000$ FUND 108 EMERGENCY MEDICAL SERVICES Begin Fund Balance 238,059$ 218,000$ Property Taxes Arlington 128,017 915,000 14.0% FD #24 3,594 385,000 0.9% FD #21 - 100,000 0.0% FD #25 - 46,000 0.0% Intergovernmental Grants - 1,600 0.0% Transport Fees 225,704 840,000 26.9% Interfund Payments-Airport 40,040 120,120 33.3% Other Misc.140 1,000 14.0% Interfund Loan 216,256 - 0.0% YTD Revenues 613,751 2,408,720 25.5% Salaries & Wages 495,746 1,478,575 33.5% Personnel Benefits 140,155 504,125 27.8% Supplies 20,807 68,800 30.2% Other Services & Charges 92,717 264,350 35.1% Intergov Serv & Taxes 8,912 9,600 92.8% Non-Expenditures - 3,000 0.0% Capital Outlays - 32,500 0.0% Interfnd Payment for Svcs 93,473 265,000 35.3% YTD Expenditures 851,810 2,625,950 32.4% End Fund Balance -$ 770$ 9 YTD APRIL BUDGET FUND NAME 2012 2012 % SPECIAL REVENUE FUNDS - Cont. FUND 109 STREAM COORIDOR RESTORATION Begin Fund Balance 27,404$ 20,000$ YTD Revenues 2,114 250 845.6% YTD Expenditures - 17,000 0.0% End Fund Balance 29,518$ 3,250$ FUND 114 LODGING TAX Begin Fund Balance 90,771$ 25,000$ YTD Revenues 19,823 76,000 26.1% YTD Expenditures 55,881 77,700 71.9% End Fund Balance 54,713$ 23,300$ FUND 116 CEMETERY Begin Fund Balance 68,186$ 15,000$ Charges for Services 87,879 187,500 46.9% Misc 1,653 175 944.6% Non-Revenues 5,087 6,000 84.8% YTD Revenues 94,619 193,675 48.9% Salaries & Wages 22,814 66,975 34.1% Personnel Benefits 9,241 30,200 30.6% Supplies 8,850 30,300 29.2% Other Services & Charges 6,422 22,275 28.8% Intergov Serv & Taxes 5,778 10,000 57.8% Capital Outlays 270 575 47.0% Interfnd Payment for Svcs 10,727 30,600 35.1% Interfund Transfers/to Cap Improv 15,000 10,000 150.0% YTD Expenditures 79,102 200,925 39.4% End Fund Balance 83,703$ 7,750$ DEBT SERVICE FUNDS (200 - 299) - to account for the accumulation of resources for, and the payment of, general long-term debt FUND 212 LID #21 Begin Fund Balance 9,743$ 5,000$ YTD Revenues 113,816 62,100 183.3% YTD Expenditures 119,000 65,000 183.1% End Fund Balance 4,559$ 2,100$ 10 YTD APRIL BUDGET FUND NAME 2012 2012 % CAPITAL PROJECTS FUNDS (300 - 399) - to account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by proprietary funds and trust funds). FUND 303 REAL ESTATE EXCISE TAX 1 Begin Fund Balance 17,444$ 10,000$ YTD Revenues 74,794 126,100 59.3% YTD Expenditures 72,831 102,700 70.9% End Fund Balance 19,407$ 33,400$ FUND 304 REAL ESTATE EXCISE TAX 2 Begin Fund Balance 4,881$ 1,000$ YTD Revenues 74,763 316,100 23.7% YTD Expenditures 8,304 312,225 2.7% End Fund Balance 71,340$ 4,875$ FUND 305 CAPITAL FACILITIES/BUILDING Begin Fund Balance 17$ 1,000$ YTD Revenues 8,001 35,800 22.3% YTD Expenditures 8,018 34,000 23.6% End Fund Balance -$ 2,800$ FUND 310 TRANSPORTATION IMPROVEMENT Begin Fund Balance 123,205$ 100,000$ YTD Revenues 227,760 7,283,100 3.1% YTD Expenditures 350,964 7,073,300 5.0% End Fund Balance 1$ 309,800$ FUND 311 PARK IMPROVEMENT Begin Fund Balance 110,481$ 100,000$ YTD Revenues 154,025 55,600 277.0% YTD Expenditures 208,954 152,000 137.5% End Fund Balance 55,552$ 3,600$ FUND 312 LIBRARY CAPITAL Begin Fund Balance 13,446$ 14,000$ YTD Revenues 37 - 0.0% YTD Expenditures - - 0.0% End Fund Balance 13,483$ 14,000$ FUND 316 CEMETERY CAPITAL IMPROVEMENT Begin Fund Balance -$ -$ YTD Revenues 15,000 10,100 148.5% YTD Expenditures - - 0.0% End Fund Balance 15,000$ 10,100$ 11 YTD APRIL BUDGET FUND NAME 2012 2012 % ENTERPRISE FUNDS (400 - 499) - an enterprise fund may be used to report activity for which a fee is charged to external users for goods or services. An enterprise fund is also required for any activity whose principal revenue sources meet any of the following criteria. - Debt backed solely by fees and charges - Legal requirement to recover costs - Policy decision to recover costs FUND 401 WATER/SEWER Begin Fund Balance-Unreserved-Water 1,450,456$ 1,150,000$ Charges for Services 1,258,798 3,799,400 33.1% Miscellaneous 8,108 18,500 43.8% Non-Revenues - 5,000 0.0% YTD Revenues-Water 1,266,906 3,822,900 33.1% Salaries & Wages 240,565 686,225 35.1% Personnel Benefits 91,749 258,475 35.5% Supplies 28,864 100,875 28.6% Other Services & Charges 115,024 375,780 30.6% Intergov Serv & Taxes 122,747 378,800 32.4% Non-Expenditures 750 2,000 37.5% Capital Outlays - 4,000 0.0% Debt Service 234,701 185,625 126.4% Interfund Payment for Services 307,300 915,248 33.6% Interfund Transfers - 715,000 0.0% YTD Expenditures-Water 1,141,700 3,622,028 31.5% End Fund Balance-Unreserved-Water 1,575,662$ 1,350,872$ Begin Fund Balance-Unreserved - Sewer 1,508,459$ 1,179,250$ Charges for Services 1,685,569 4,803,600 35.1% Miscellaneous 53,344 5,000 1066.9% YTD Revenues-Sewer 1,738,913 4,808,600 36.2% Salaries & Wages 180,948 548,350 33.0% Personnel Benefits 68,702 212,450 32.3% Supplies 76,367 192,750 39.6% Other Services & Charges 189,981 488,240 38.9% Intergov Serv & Taxes 117,573 343,100 34.3% Non-Expenditures - 1,000 0.0% Capital Outlays 3,319 4,000 83.0% Debt Service 303 2,631,850 0.0% Interfund Payment for Services 314,984 944,493 33.3% Interfund Transfers - 109,560 0.0% YTD Expenditures-Sewer 952,177 5,475,793 17.4% End Fund Balance-Unreserved-Sewer 2,295,195$ 512,057$ 12 YTD APRIL BUDGET FUND NAME 2012 2012 % ENTERPRISE FUNDS (400 - 499) - Cont. FUND 402 AIRPORT Begin Fund Balance 355,346$ 5,000$ Rental Income 1,430,582 2,617,565 54.7% Intergov. Revenues 11,265 - 0.0% Other Misc Revenues 2,486 42,500 5.8% Non-Revenues 210,853 322,890 65.3% TYD Revenues 1,655,186 2,982,955 55.5% Salaries & Wages 99,480 309,650 32.1% Personnel Benefits 32,636 100,450 32.5% Supplies 4,927 34,050 14.5% Other Services & Charges 131,133 201,500 65.1% Intergov Serv & Taxes 128 400 32.0% Non-Expenditures 163,909 313,890 52.2% Capital Outlays 104,434 379,237 27.5% Debt Service 17,551 196,675 8.9% Interfund Payment for Services 455,960 1,399,852 32.6% Interfund Transfers - 11,700 0.0% YTD Expenditures 1,010,158 2,947,404 34.3% End Fund Balance 1,000,374$ 40,551$ FUND 404 W/S REVENUE BOND REDEMPTION Begin Fund Balance 48,814$ -$ YTD Revenues - - 0.0% YTD Expenditures 48,814 - 0.0% End Fund Balance -$ -$ FUND 405 WATER IMPROVEMENT Begin Fund Balance 5,304,683$ 2,675,000$ YTD Revenues 242,368 861,000 28.1% YTD Expenditures 230,929 1,943,050 11.9% End Fund Balance 5,316,122$ 1,592,950$ FUND 406 SEWER IMPROVEMENT Begin Fund Balance 2,898,731$ 2,250,000$ YTD Revenues 479,698 288,000 166.6% YTD Expenditures 19,255 628,025 3.1% End Fund Balance 3,359,174$ 1,909,975$ FUND 407 PUBLIC WORKS-UTILITIES ADMINISTRATION Begin Fund Balance 124,840$ 53,000$ Charges for Services 196,364 589,116 33.3% Misc. Revenue 1,554 500 310.8% YTD Revenues 197,918 589,616 33.6% Salaries & Wages 112,352 336,225 33.4% Personnel Benefits 43,472 137,675 31.6% Supplies 1,483 7,000 21.2% Other Services & Charges 11,668 80,640 14.5% Interfund Payment for Services 11,136 - 0.0% Capital Outlays - 7,000 0.0% YTD Expenditures 180,111 568,540 31.7% End Fund Balance 142,647$ 74,076$ 13 YTD APRIL BUDGET FUND NAME 2012 2012 % ENTERPRISE FUNDS (400 - 499) - Cont. FUND 408 WWTP IMPROVEMENT & EXPANSION Begin Fund Balance 1,062,007$ 250,000$ YTD Revenues 418,195 1,000 41819.5% YTD Expenditures 40,850 105,000 38.9% End Fund Balance 1,439,352$ 146,000$ FUND 409 SURFACE WATER CAPITAL IMPROVEMENT Begin Fund Balance 122,898$ 110,000$ YTD Revenues 187,171 182,250 102.7% YTD Expenditures 217,575 167,000 130.3% End Fund Balance 92,494$ 125,250$ FUND 410 AIRPORT RESERVE Begin Fund Balance 1,023,836$ 1,019,323$ YTD Revenues 1,034,981 10,000 10349.8% YTD Expenditures 12,115 1,019,323 1.2% End Fund Balance 2,046,702$ 10,000$ FUND 411 W/S BOND RESERVE Begin Fund Balance 479,248$ -$ YTD Revenues - - 0.0% YTD Expenditures - - 0.0% End Fund Balance 479,248$ -$ FUND 412 STORM WATER MANAGEMENT Begin Fund Balance 125,061$ 85,000$ Charges for Sevices 233,063 650,025 35.9% Misc revenue 244 1,000 24.4% YTD Revenues 233,307 651,025 35.8% Salaries & Wages 50,805 150,675 33.7% Personnel Benefits 19,365 55,950 34.6% Supplies 485 6,500 7.5% Other Services & Charges 15,478 29,455 52.5% Intergov Serv & Taxes 15,098 36,900 40.9% Interfund Payment for Services 50,345 149,975 33.6% Debt Service - 50,000 0.0% Interfund Transfers 103,036 247,250 41.7% YTD Expenditures 254,612 726,705 35.0% End Fund Balance 103,756$ 9,320$ FUND 413 AIRPORT CAPITAL IMPROVEMENT (FAA) Begin Fund Balance 389,858$ 233,000$ YTD Revenues 197,034 24,500 804.2% YTD Expenditures 87,145 - 0.0% End Fund Balance 499,747$ 257,500$ 14 YTD APRIL BUDGET FUND NAME 2012 2012 % INTERNAL SERVICE FUNDS (500 - 599) departments or agencies of the governmental unit, or to other governmental units, on a cost- reimbursement basis. FUND 501 EQUIPMENT RENTAL - MAINT & OPERATIONS Begin Fund Balance 47,240$ 10,000$ Rental Fees 141,858$ -$ 0.0% Non-Revenues 34,288 - 0.0% YTD Revenues 176,146 425,710 41.4% Operating Supplies 3,092 8,300 37.3% Fuel 63,755 221,450 28.8% Other services/Charges 56,905 57,225 99.4% Vehicle Repairs & Maint.12,678 38,900 32.6% Police 14,629 28,500 51.3% Fire 48,766 38,725 125.9% EMS 18,958 20,000 94.8% Interfund Payment for Services 4,600 16,300 28.2% YTD Expenditures 223,383 429,400 52.0% End Fund Balance 3$ 6,310$ FUND 503 EQUIPMENT RENTAL REPLACEMENT Begin Fund Balance 430,653$ 220,000$ YTD Revenues 142,231 424,760 33.5% YTD Expenditures 63,332 47,000 134.7% End Fund Balance 509,552$ 597,760$ FUND 504 PUBLIC WORKS GROUNDS & FACILITIES MAINTENANCE & OPERATIONS Begin Fund Balance 127,674$ 130,000$ Charges for Services 300,382 903,800 33.2% Misc. Revenues/Rentals 6,852 18,300 37.4% Non-Revenues 11,971 27,000 44.3% 319,205 949,100 33.6% Salaries & Wages 129,607 393,775 32.9% Personnel Benefits 48,516 128,050 37.9% Supplies 11,971 70,800 16.9% Other services/Charges 79,940 378,425 21.1% Interfund Payment for Services 44,073 87,600 50.3% Capital Outlays - 1,000 0.0% Interfund Transfers - 1,500 0.0% YTD Expenditures 314,107 1,061,150 29.6% End Fund Balance 132,772$ 17,950$ TRUST FUND (601 - 610) - to report all trust arangements under which principal and interest benefit individual, private organizations and other government. FUND 622 CEMETERY PRE-NEED TRUST Begin Fund Balance 16,036$ 15,000$ YTD Revenues 43 10,150 0.4% YTD Expenditures - 10,100 0.0% End Fund Balance 16,079$ 15,050$ FUND 702 CEMETERY ENDOWMENT Begin Fund Balance 200,617$ 190,000$ YTD Revenues 7,240 8,000 90.5% 15 YTD Expenditures - 2,500 0.0% End Fund Balance 207,857$ 195,500$ 16 City of Arlington Council Agenda Bill Item: WS #3 Attachment C COUNCIL MEETING DATE: May 29, 2012 SUBJECT: Airport Boulevard Apparent Low Bidder ATTACHMENTS: Draft Bid Opening Results to be handed out at workshop. DEPARTMENT OF ORIGIN Public Works – Eric Scott EXPENDITURES REQUESTED: $1,293,000 (Engineer’s Estimate) BUDGET CATEGORY: Transportation Improvement fund, Airport CIP, Water CIP and Sewer CIP LEGAL REVIEW: DESCRIPTION: Design of Airport Blvd, Phase 1 is complete and sufficient funding has been obtained to meet the engineers estimated cost of construction; staff advertised for bid in May. Bids were opened on May 24, 2012. Staff will announce the apparent low bidder at the May 29, 2012 workshop. HISTORY: The City of Arlington obtained $452,485.00 in federal grant funding for construction of Airport Boulevard, Phase 1. The design of Airport Boulevard was started in 2009 in conjunction with the development of the Airport Business Park on the west side of Arlington Municipal Airport. Difficulties with the Developers on that project and then the economic downturn placed this project on hold. In 2010 City Staff started pursuing grant funding for the project and began the completion of the bid documents by City Staff. ALTERNATIVES None RECOMMENDED MOTION: No action at this time – discussion/presentation only. Council will be asked to award the bid at the June 4, 2012 Council meeting. City of Arlington Council Agenda Bill Item: WS #4 Attachment D COUNCIL MEETING DATE: May 29, 2012 SUBJECT: Retail Competitiveness: Transportation Comprehensive Plan Update – Shea Carr Jewell Amendment No. 2 & McConkey Study ATTACHMENTS: Transportation Comp Plan Amendment #2 McConkey Development Proposal DEPARTMENT OF ORIGIN Public Works – James Kelly / Executive – Paul Ellis EXPENDITURES REQUESTED: $14,516 -$8,000.00 (Shea Carr Jewell) -$6,516 (McConkey) – Not to exceed BUDGET CATEGORY: Utilities - $4,365; Community Development - $2,151; Transportation Imp Fund - $8,000 LEGAL REVIEW: DESCRIPTION: In order to fully understand why Arlington is lagging behind in the retail development it will be critical to identify the areas of improvement needed to gain a competitive advantage. The proposed methodology would be to first study the competitiveness of Arlington and its ability to meet the needs of the commercial development community. The attached proposal from McConkey Development Co. would provide a comparison of Arlington’s development fees; permit timing, mitigation fees, zoning codes and design review requirements with neighboring cities. This study would be completed within 60 days of the Notice to Proceed. The amendment to the Shea-Carr-Jewell contract is due to out of scope work and additional work required for Traffic Impact Fee (TIF) Analysis, connected with the McConkey Study. HISTORY: Arlington has a vibrant industrial area surrounding the airport and has been successful in its efforts to recruit and retain industrial businesses. The recent economic challenges have created vacancies in both the commercial and industrial areas. The City of Arlington has been able to fill the vacant industrial properties at a greater rate than surrounding areas, but is lagging behind in comparison in recruitment of commercial retailers. The mean jobs per household, income level and residential demographics remain greater in Arlington than in surrounding areas and would provide a sustainable commercial environment for retail development. The lack of retail development has created a need for the labor force and residents to purchase goods outside of Arlington, creating leakage in commercial commerce and results in lower sales tax collection. As part of the General Comprehensive Plan, the City must also produce a Transportation Comprehensive Plan (Transportation Element) consistent with the Land Use Element of the Comprehensive Plan and consistent with Puget Sound Regional Council (PSRC) requirements. The City contracted with Shea Carr Jewell in April 2011 to update the City’s Transportation Comp Plan. While the majority of the work effort is complete, to provide an updated plan, additional efforts have been identified necessary to incorporate on-going strategic planning by City staff and to examine funding requirements for long range transportation projects. Amendment #2 is needed for the effort associated with the extra out-of-scope work. Initial Agreement / Phase 1 – Project Definition $ 8,300 Amendment #1 - Transportation Comp Plan Update $ 91,419 Amendment #2 – TIF Update and Public Meetings $ 8,000 Total $ 107,719 ALTERNATIVES No Action at this time RECOMMENDED MOTION: No action at this time – Council will be asked to authorize Amendment #2 to the Transportation Comprehensive Plan and the McConkey Study at the June 4, 2012 Council Meeting. _________________________________________________________________________ April 20, 2012 Page 1 Amendment No. 2 Scope of Work for Engineering & Planning Services City of Arlington Traffic Impact Fee Update and Transportation Plan Additional Services Prepared for: Jim Kelly, PE, Director of Public Works City of Arlington Prepared By: Eric Johnston, PE, Associate Principal Shea Carr Jewell, Inc. Date prepared: April 20, 2012 Overview Shea Carr Jewell (SCJ) has been contracted by the City of Arlington to provide an update to the City’s Transportation Plan. While the majority of the work effort is complete to provide an updated plan, additional efforts have been identified necessary to incorporate on-going strategic planning by City staff and elected officials to meet immediate and long-term transportation infrastructure needs in the City. At the request of the City, this Amendment No. 2 will allow SCJ to incorporate recent additions to funding strategies and additional meeting time. Initial Agreement / Phase 1 – Project Definition  Complete. Amendment #1 / Phase 2 – Transportation Plan Update  Data collection complete.  Modeling complete.  Operations analysis complete.  2035 improvement projects identification complete. _________________________________________________________________________ April 20, 2012 Page 2  Financing plan in draft stage.  Graphics/figures complete.  Document in draft stage.  Public process to be determined. Amendment #2 / Phase 3 – TIF Update and Public Meetings  Additional meetings and coordination with the City.  Add collision data to Transportation Plan document.  Advise City staff on TIF methodology.  Provide traffic volume data in support of new TIF.  Incorporate updated financial strategies in the 2035 Transportation Plan document, including revised Traffic Impact Fee text. Provide stand-alone memorandum regarding TIF update methodology developed by City staff. Amendment #2 Lump Sum Fee: $8,000 Fee Initial Agreement / Phase 1 – Project Definition $8,300 Amendment #1 / Phase 2 – Transportation Plan Update 91,419 Amendment #2 / Phase 3 – TIF Update and Public Meetings 8,000 TOTAL FEE AMENDMENT #2 / PHASE 3 $8,000 Acceptance of Fee Proposal If this scope of work and fee estimate is acceptable, please sign below as your formal acceptance of the terms outlined in this proposal and return a copy to us. We appreciate this opportunity to provide professional services to the City of Arlington and look forward to initiating this contract amendment. ______________________________________ ______________________________ Authorization Date End of Proposal May 10, 2012 Mayor Barbara Tolbert City of Arlington 238 N. Olympic Ave. Arlington, WA 98223 Re: Retail Development in Arlington Dear Mayor Tolbert: It was a pleasure meeting with you and Paul Ellis to discuss Arlington’s retail competitiveness. As we discussed, major retailers are totally profit driven. They first identify a “gap” in the market, evaluate various locations, and then settle on a site. Sometimes it matters which city the site is located, but more often than not, the best location dictates where they build a store. A successful new retail project involves developers, tenants, brokers, lenders, government officials, and City staff. All of these participants need to work together to build a successful retail project. A Developer concentrates on: 1. Demand for a building, at the time it is ready for occupancy. 2. Reputation of a City of issuing timely permits, without extraordinary mitigation or design review requirements. 3. Absorption; how long will it take to lease up the project, at the forecasted rents? A Tenant or User wants: 1. Lowest possible cost. 2. Prime location 3. Freeway visibility 4. Minimal design requirements 5. Low construction costs and traffic mitigation, which equates into lower rent. Mayor Barbara Tolbert May 9, 2012 Page 2 A Broker: 1. Wants to make a deal, and get paid. 2. Will steer the developer to the city that is the most reliable for delivering timely permits. The Investor and Lender wants: 1. Certainty of timing and delivery date of a project. 2. Minimal retail competition of that retailer’s product. 3. The retailers to cluster so the shopping center has a market draw. 4. High residential density and high household incomes around the project. The City wants: 1. New retail tenants to serve it’s residents and to pull more dollars into their city. 2. Increased Sales Tax Revenue 3. Attractive buildings 4. Minimal traffic problems, with mitigation improvements paid for by the developer, or through a grant. A City can be at odds with a developer, as they have competing interests. The City has it’s needs, but doesn’t want to drive development into another City. All things being equal, a developer will go to the city that is the fastest to deliver permits with minimal costs added onto the project. A developer is under pressure from the big box retailers to get a store opened on time and on budget. A timing delay can cost a retailer several million dollars a month in lost sales. The developer often has incentives, and penalties dependent on the delivery date of a project. My proposal is to work with the City of Arlington’s staff to assemble information on how Arlington competes with neighboring cities on development fees, permit timing, mitigation fees, zoning code, and design review requirements. I will then make recommendations on how Arlington can get ahead of the competition, and will work with staff to implement those changes. My consulting fee for this service is $150/hr, not to exceed $6,000. The final product be completed within 60 days of authorization, and will include written recommendations, and a presentation to the City Council. My website describes my experience as a developer for 30 years, and as a Mayor for 14 years; www.McConkeyDev.com Sincerely, Fred McConkey President