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HomeMy WebLinkAbout042110 Council WorkshopRenton City Council Workshop Wednesday, April 21, 2010, 1:30-5:00 pm Merrill Gardens: 104 Burnett Avenue South, Renton, WA 98057 AGENDA Time I Topic I Discussion Support I 5 minutes I Introductions & Overview Council President Persson Mavor Law 1 hour I Financial Forecast Doug Pedersen • Regional overview Iwen Wang • 2010-2011 Look -ahead 1 hour Capital project priorities & funding options Iwen Wang • Overview of Purpose and interrelation of CIP and Alex Pietsch Capital Facilities Element of Comp Plan Terry Higashiyama • Overview of existing Capital Improvement Plan (CIP) project list and identified funding • Review of Projects Identified through other Adopted Plans • Prioritization and Implementation Process —next step 1 hour Library Facilities Alex Pietsch • KCLS Parameters • Sunset Area Considerations • Downtown area Considerations • Funding Considerations 30 minutes Fire Authority Financial Analysis [wen Wang • Review of analysis Mark Peterson • Administration recommendation • Council discussion and guidance 15 minutes Fire District #37 and Fairwood Annexation Service Area Mark Peterson Iwen Wang Deferred to April 26th Committee of the Whole 45 minutes 2011-2016 Business Plan • Council discussion: final changes Marty Wine • Capitalize on the diversity of the community to Alex Pietsch provide better services and build stronger neighborhoods and community • Refer to Council with resolution 5 pm I Next Steps I Council President Persson COUNCIL WORKSHOP MEETING DATE APRIL 21, 2010 Please Sign In �► y u/i i milky M�l offia • j - • ��INS - �E-e IC FORECASTER FORECAST AND COMMENTARY BY DICK CONWAY AND DOUG PEDERSEN Volume 18 Are We There Yet? Regional At the end of a recession, when the economy is in flux, numbers can Outlook get squirrely. In February, the U.S. Bureau of Labor Statistics had to lower its estimate of national employment by 1.1 million jobs (0.8 per- An eye on the nation. cent). It turned out that recent job losses were significantly greater If we had to describe the behav- than we had been led to believe. for of the regional economy in one In March, after a recount of corporate officers, Washington Employ- sentence, it would go something ment Security Department (ESD) reduced its estimate of state employ- like this: the ups and downs of the ment by 10,000 jobs (0.3 percent). We suspect that over the next few Puget Sound and U.S. economies months the reported job estimates for the Puget Sound region will be are highly correlated, because the knocked down nation is the largest market for the region's exports. This is evident in a notch two. Summary Forecast the fact that if we have a good fore- Keepingg Annual Percent Change cast for the nation, we can develop in mind the 2008 2009 2010 2011 reasonably accurate predictions shakiness of Puget Sound Region for the region (see the December preliminary job 2009 Special Topic). Employment 0.9 -4.2 -0.5 1.9 estimates, there A corollary of this assertion is Personal income (cur. $) 3.8 -1.3 3.7 4.5 was potentially that the national economy in - Y Consumer price index 4.3 0.6 0.9 1.8 good news in variablyplays a role in regional P Y g Housing permits -42.7 -50.4 22.2 31.7 ESD's March recessions. Ironically, the 1969-71 Population 1.4 1.1 0.8 0.8 labor report. Boeing Bust, the worst regional After adding United States* recession since the Great Depres- 2,900 jobs in GDP ($05) 0.4 -2.4 3.1 3.0 sion, was triggered by one of the Employment -0.6 -4.3 -0.5 1.7 nation's shallowest downturns. December, the Personal income (cur. $) 2.9 -1.4 3.6 4.5 Real Gross Domestic Product regional eCOn- Consumer price index 3.8 -0.3 2.3 2.0 1 (GDP) fell only 0.6 percent over a omy created Housing starts -32.9 -38.7 28.6 35.2 two -quarter period, but the dis- another 7,900 ruption in economic activity was jobs in January. 'Source: Blue Chip Economic Indicators great enough to halt growth in air If these figures travel and dry up orders for new hold up, they will represent the first hard evidence that the regional airplanes. recession is finally calling it quits. The current recession is differ - Our forecast, which was prepared in February, calls for an upturn in ent in two important respects. regional employment in the first quarter of 2010. Over the course of First, it has been caused by a the year, employment is expected to increase 1.2 percent. The annual collapse of the housing and creditmarkets, rate of job growth will then accelerate, climbing to 2.8 rather percent by the end of 2011. Retail Sales than a fall in the 4 _ demand for the While the recession may be over, there is much work Construction 5 region's exports. to be done before the economy recoups its losses. South Carolina 6- Second, because With 15 million people unemployed, the U.S. economy - - of the nature of the finds itself in a deep hole. Our projections indicate Forecast Detail 7 recession, it has that Puget Sound employment will not return to its Leading Index 8 spread to nearly pre -recession level until the end of 2012. Even then the INSIDE every corner of jobless rate will register a disappointing 7.3 percent. the country. It is Number 1 March 2010 THE PL'GET SOUND ECONOMIC FORECASTER Regional Outlook always good practice in regional forecasting to keep an eye on the nation. But it is especially impor- tant now, since whatever happens elsewhere is likely to happen here. Job woes. In February, the U.S. Bureau of Labor Statistics (BLS) painted an exceed- ingly grim picture of the national job market when it lowered its estimate of GD total employment by 1.1 Ern million jobs (0.8 percent). Pro This meant that the United States lost 900,000 jobs between 2000 and 2009, an incredible feat given that it created 22.3 million jobs during the 1990s. In one sense, there is no mystery to the job loss. Since 2000 the an- nual rate of economic growth (1.6 percent) has been outpaced by the rate of labor productivity growth (1.7 percent). Harder to explain, even with hindsight, is why these two trends got so out of whack. Between 1970 and 2000, real GDP advanced at a 3.3 percent rate, while productivity grew at a 1.2 percent rate. The answer partially lies in the fact that there were two reces- sions -the Dot Com Bust and the Great Recession -within the nine-year period, an unusual occurrence. With regard to how this affected real GDP growth, the had a hand in spurring the jump to a higher rate of productivity growth. The pace of labor produc- tivity gains had already picked up because of technological advance- ments related to the business U.S. Real Gross Domestic Product, Employment, and Productivity P (bils. $05) ployment (mils.) ductivity ($05/employee) Annual Percent Change 1970 2000 2009 1970-00 2000-09 4270.0 11226.0 12988.7 3.3 1.6 71.0 131.8 130.9 2.1 -0.1 60141 85175 99226 1.2 1.7 explanation boils down to simple arithmetic: two downturns equal a significantly lower long-term growth rate. But why were the recessions so close together? Did the bursting of the high-tech bubble set the stage for the housing bubble? And why did the economy underperform- expanding at only a 2.6 percent rate -during the non -recessionary years? Did federal policy after the Dot-Com Bust provide nothing more than a pair of crutches for the economy? The two recessions probably U.S. Recessions Nov.1973- Jul. 1981- Dec. 2007- Mar. 1975 Nov.1982 Feb.20101 Recession Real GDP loss (%) Employment loss (%) Unemployment rate peak (%) Recovery Real GDP upturn Real GDP first -year change (%) Employment upturn Employment first -year change (%) Unemployment rate downturn Unemployment rate first -year change' (%) ' Estimates based on current forecasts. 2Percentage point change. -3.2 -2.7 -3.8 -2.7 -3.0 -6.0 8.9 10.7 10.2 1975.2 1982.4 2009.3 6.2 5.6 3.4 1975.3 1983.1 2010.1 3.7 3.5 0.8 1975.3 1983.1 2010.2 -1.3 -2.2 -0.7 use of computers, software, the internet. and telecommunications. But businesses also endeavored to sharply cut labor costs in an effort to remain competitive in the dif- ficult economic environment. The squeeze on labor -produc- ing more output with fewer work- ers -is a distinct characteristic of the current recession. Since 1970 there have been two other major downturns in the U.S. economy, one in the 1970s and the other in the1980s. In both cases, real GDP and employment fell about 3 percent from peak to trough. This meant that there was little change in labor productiv- ity over the course of the recession: -0.5 percent and 0.3 percent, respectively. During the Great Reces- sion, however, real GDP will decrease 3.8 percent, while employment will decline 6.0 percent, according to the latest projections. The implied labor productivity gain will be 2.2 percent, an extraordinary increase dur- ing a recession. An economy growing at half -speed and a surge in labor productivity have dug a deep hole for Page 2 March 2010 THE PUGET SOUND ECONOMIC FORECASTER the job market over the U.S. Real Gross Domestic Product, Employment, past nine years. Current and Unemployment Rate statistics indicate that Annual Percent Change Percent there are roughly 17 mil- a lion people-15 million 6 unemployed and 2 million discouraged or loosely at- 4 tached to the labor force — who would like to have 2 a job. There are another 0 9 million working people who are looking for a full- -2 time job. Ten years ago, analysts predicted that -4 the U.S. economy would 6 create 16 million new jobs between 2000 and 2009. If 8 these jobs had material- 2007.1 ized, they would have gone a long way in satisfying the current need of labor. What is in store for the labor market now that national output is expanding again? The answer is not much, at least in the short run, because of weak economic growth and continuing productivity gains. The principal reasons for the slow pick-up in economic growth are al- ready apparent: thrifty consumers, empty homes and office buildings, and state and local governments with their hands out. Over the course of 2010, real GDP will rise 2.9 percent, punctuat- ing the end of the recession. But the gain will fall well short of the 5 or 6 percent advances experi- enced in earlier recoveries. At the same time, labor productivity will increase 2.1 percent, as employ- ers continue to find ways to boost worker output. Consequently, between the fourth quarter of 2009 and the fourth quarter of 2010, national employment will increase only 0.8 percent (1.1 million new jobs), modestly reducing the un- employment rate from 10.0 percent to 9.7 percent. Between 2010 and 2015, if the economy manages to stay on 2008.1 2009.1 2010.1 2011.1 Real GDP (1) M Employment (1) — Unemployment rate (r) track, real GDP will expand at a 3.0 percent rate and jobs will increase at a 1.7 percent rate. But even at these rates, U.S. employment will not return to its pre -recession level until the second quarter of 2013. At that time, the unemployment rate will be 7.4 percent, still three percentage points above its pre - recession low. Bouncing off the bottom. The outlook for the Puget Sound economy also calls for an end to the recession early this year. In the first half of 2010, employment will get a sizeable but temporary lift when some 5,000 census -takers hit the pavement to count the region's population. Over the year, employ- ment is expected to increase 1.2 percent. The latest data reported by the Washington Employment Security Department indicate that employment is already rising. On a seasonally -adjusted basis, the four -county area added 2,900 jobs in December and 7,900 jobs in Janu- ary. It is important to note that these preliminary estimates are subject to revision. If these measurements are indeed reasonably accurate, they convey two important messages about the state of the regional economy. First, it is no longer trailing the national economy. Second, since the two -month job gain implies a healthy 3.8 percent annual growth rate, the region may recover at a somewhat faster rate than the nation. Our current projections indicate that the region and the nation will emerge from the recession at about the same speed. Based on annual averages, Puget Sound employment will decline 0.5 percent in 2010 and increase 1.9 percent in 2011. The forecast national job growth rates are -0.5 percent and 1.7 percent, respectively. In 2010, nominal per- sonal income is expected to rise 3.7 percent regionally and 3.6 percent nationally. In 2011, regional income will increase 4.5 percent, matching the national gain. The fact that the regional and national economies are expected to behave in a similar way should not be surprising. This has been, after all, a truly national recession. II 10 9 8 1 6 5 4 3 Page 3 March 2010 THE PVCFT SOUND ECONOMIC FORECASTER Retail Sales A new day. Following an unprecedented de- cline in 2009, current -dollar Puget Sound retail spending is expected to gain traction in 2010. Growth in retail sales will then accelerate in 2011 and 2012, as the regional economy continues to mend. The path to recovery should be similar for both retail sales, our estimate of Puget Sound retail spending based on monthly national retail sales reported by the Census Bureau, and taxable retail sales, the quarterly series published by the Washington Department of Revenue. Thus, it is a new day for retailers. According to our latest forecast, the retail sales growth rate, which slumped to 4.7 percent last year (the first ever decline in nominal terms) will rise to 3.3 percent this year and then climb to 5.6 percent by 2012. Similarly, taxable retail sales, following a 12.3 percent decline in 2009 (the largest drop on record), will increase 1.8 percent this year and then speed up rapidly reaching an 8.0 percent growth rate in 2012. The rebound will be spurred by healthy personal income growth, increased home- building, and declining unemploy- ment. In general, rising interest rates will have a dampening effect on retail sales over the next few years. However, the modest in- creases in interest rates predicted in the near term should pose no problem. Will the recovery put taxable retail sales. Puget Sound's largest tax base, back on its pre -recession track? When the tax base is ad- justed for inflation and population growth, the answer is no, as shown in the chart. Over the past 35 years. real per capita taxable retail sales have climbed at a 1.2 percent annual rate. Economic booms and busts, however, have pulled actual 22 20 18 16 14 12 Puget Sound Real Per -Capita Taxable Retail Sales Thousands of 2005 Dollars 101975 1980 1985 1990 1995 2000 2005LLLL' 2010 2015 2020 Actual -- Trend (1.2 percent per year) taxable sales far above and far below trend. In the third quarter of 2009, the gap amounted to a jaw -dropping -17 percent. Asa consequence, in spite of above -av- erage growth in the tax base over the next five years, real per capita taxable retail sales will not catch up to the historical trend line. This suggests that, absent a sizeable hike in the tax rate, the retail sales tax base will not provide the same long-term funding capability that it has in the past. Retall sales (bile. $) 58.164 58.575 58.900 59.541 60.066 60.726 57.892 59.782 62.204 Building materials 3.623 3.747 3.823 3.877 3.959 4.625 3.726 3.938 4.339 Motor vehicles and parts 11.447 11.418 11.344 11.487 11.486 13.258 11.510 11.452 11.656 Furniture and electronics 2.938 2.970 2.963 2.979 3.045 3.384 3.009 3.022 3.200 General merchandise 8.034 8.147 8.245 8.371 8.456 7.972 8.004 8.404 8.799 Food and beverage 7.767 7.780 7.813 7.854 7.900 7.738 7.778 7.878 8.066 Gasoline stations 5.371 5.362 5.375 5.413 5.457 5.064 4.915 5.437 5.631 Clothing and accessories 3.012 3.025 3.046 3.076 3.105 3.095 3.024 3.088 3.204 Food services and drinking 5.813 5.863 5.911 5.973 6.018 5.729 5.797 5.991 6.212 Other retail sales 10.160 10.263 10.380 10.511 10.641 9.860 10.128 10.571 11.098 Taxable retail sales (bils $) 61.870 62.006 62.107 62.850 63.875 71.107 62.335 63.454 67.279 Retail trade 27.084 27.060 27.102 27.368 27.818 29-611 26.926 27.644 29.190 Other taxable sales 34.786 34.946 35.006 35.483 36.057 41.496 35.408 35.811 38.088 Annual growth (% change) Retail sales 4.9 28 2.2 4.4 3.5 2-0 -4.7 3.3 41 Taxable retail sales 2.3 0.9 0.7 48 6.5 -5.2 -12.3 1 8 6.0 Quarterly data are seasonally adjusted and expressed on an annual basis Page 4 March 2010 THE PUGET SOUND ECONOMIC FORECASTER Puget Sound Home Sales and Housing Affordability Construction and Real Estate Thousands Taking stock. The first task in forecasting is as- sessing the current condition of the economy. Now that data have been published for the fourth quarter, we can take stock of the housing market in 2009. Did it behave as expected? If not, why not? What does this mean for the future? In December 2008, the economy was already in recession. But, like everyone else, we predicted a shal- low slump. Puget Sound employ- ment was forecast to fall about one percent in 2009, raising the unem- ployment rate to 6 or 7 percent. In that environment, the housing mar- ket was expected to stabilize. After falling steeply in 2008, home sales, the average home price, and hous- ing permits were forecast to reverse course in the early part of 2009. We did issue a caution: "We are still pre- dicting a moderate recession, but do not bet on any forecast until the housing market bottoms out." The prognosis was partly correct. The housing market did stabilize in the first half of 2009. On the other hand, because of a deeper recession than expected-4 percent employ- ment loss and a 9 percent jobless rate -the market fell more than pre- dicted before hitting bottom. In De- cember 2008, we forecast that home sales, which had peaked at 82,500 in 2005, would total 44,900 in 2009. The actual tally was 39,200. Home prices averaged $355,700 in 2009, $28,900 less than predicted. Officials issued only 7,800 housing permits, well short of the expected 13,200. While the statistics portrayed a distressed housing market in 2009, the year was not devoid of hope. There were three promising developments. First, the housing market stabilized despite the reces- sion's downdraft. Credit the federal government for lowering mortgage rates and passing the homebuyer tax credit. Second, in the latter Percent 100 90 80 10 60 So 40 30 20 2001 2003 2005 2007 2009 - Home sales (1) - Housing affordability* (r) Mortgage payment as percent of household income half of 2009, home prices flattened out, while home sales and housing permits rebounded smartly, rising 49.3 percent and 32.1 percent, respectively. Third, because of the exceptionally low rates of home sales and housing construction in recent years, a pent-up demand for housing continued to build. Housing activity is unlikely to bust out in 2010. But all things con- sidered -an improving economy, pent-up demand, and affordable homes -things are looking up. Housing permits (thous.) 7.4 8.6 8.5 8.6 9.9 15.8 7.8 9.6 126 Single-family 5.8 6.6 6.0 5.8 6.6 6.8 5.3 6.5 8.0 Multi -family 1.6 2.0 2.5 2.8 3.3 8.9 2.5 3.1 4.6 Housing permits (mils. $) 15151 1811.5 1704.5 1710.6 1974.1 2700.4 1492.2 1908.5 2548.2 Single-family 1306.7 1507.5 1397.3 13628 1556.3 1504.1 1208.6 1517.1 1948.5 Multi -family 208.4 304.0 307.1 347.8 417.8 1196.3 283.7 391.4 599.8 Average home price (thous. $) 351.3 351.1 362.5 373.0 380.8 402.9 355.7 375.4 393.2 Active home listings (thous.) 24.5 24.3 23.6 23.8 235 31.7 25.9 23.6 23.6 Home sales (thous.) 41.2 50.9 47.8 45.6 48.2 40.2 39.2 47.8 488 Apartment vacancy rate (%) 7.1 7.6 8.1 7.8 7.5 4.9 7.1 7.7 6.8 Average apartment rent ($) 966 959 956 951 947 987 976 950 944 Annual growth(% change) Housing permits (mils. $) 78.4 78.2 -23.6 1.4 61.6 42.6 -44.7 279 335 Average home price -2.6 -0 2 129 11.6 8.3 -5.5 -11.7 5.5 4.7 Average apartment rent -6.1 -2.9 -1.2 .20 -1.8 7.0 -1.2 -2.7 -0.6 Quarterly data are seasonally adjusted and expressed on an annual basis. 21 20 19 18 II 16 15 �JII 14 13 2011 Page 5 March 2010 THE PUGET SOUND ECONOMIC FORECASTER Special Topic: South Carolina The adversary. It is difficult to judge a place that you have never seen, but South Carolina sounds like a pleasant part of the country. The Econo- mist reports that the second 787 Dreamliner assembly plant is located outside "the lovely old city of Charleston." Columbia, the state's capital, occasionally makes the list of the nation's most livable cities. While South Carolina has a certain appeal, it is not because of a robust economy. Historically, the state has endured middling job growth, above -average unem- ployment, and extremely low per capita income. Between 2000 and 2008, employment expanded at a 0.4 percent annual rate, much slower than Washington's 1.2 percent pace. In 2008, the South Carolina unemployment rate stood at 6.9 percent, the fifth highest in the nation. Its per capita income totaled $32,666, the sixth lowest in the nation. The recession has further ag- gravated economic conditions in South Carolina, jacking up the unemployment rate to 12.6 percent at the end of 2009. Only Michi- gan (14.3 percent), Nevada (13.0 percent), and Rhode Island (12.9 percent) registered higher rates. The lackluster performance of the South Carolina economy explains the willingness -indeed eagerness -of local leaders to ten- der $450 million in tax and other financial incentives in order to land the 787 plant. The $750 mil- lion facility is expected to create 2,000 temporary construction jobs and 3.800 permanent aircraft jobs. Taking into account the indirect economic activity generated by the plant, the total impact could amount to 10,000 jobs. South Carolina and Washington Economic Characteristics, 2008' South Carolina Washington Employment (thous.) Employment growth rate, 1970-08 (%) Unemployment rate (%) Personal income (bits. $) Per capita income ($) Per capita Gross Domestic Product ($00) Average hourly wage rate ($) State and local taxes, FY 2007 (% of income) Population (thous.) Median home price, 2008.42 ($ thous.) Educational attainment (% with college degree) Union membership (% of employment) Percent of total employment Manufacturing Information Professional and business services Leisure and hospitality 2020.6 3192.3 1.7 2.4 6.9(46) 5.3(25) 146.3 280.7 32666 (45) 42857 (13) 28364 (46) 40407 (13) 17.33 22.32 10.3 (39) 10.9 (26) 4479.8 6549.2 193.8 325.9 23.5 (41) 30.3 (12) 3.9(49) 19.8(4) 12.0 9.1 1.4 3.3 11.1 11.1 10.9 9.0 'Rankings among fifty states and District of Columbia shown in parentheses. 2Home prices for Charleston MSA and Seattle MSA. What does Boeing stand to gain by setting up shop 3,000 miles from its central operations? One thing is cheap labor. The company expects to cut payroll costs by 40 percent. Although South Carolina's low wage rates are enticing, it is not clear that they will necessarily improve Boeing's bottom line. In- cluding benefits, the pay of assem- bly workers is a small fraction - maybe as little as 5 percent -of the total cost of developing and manufacturing a 787. Thus, the potential savings of building a Dreamliner in South Carolina instead of Washington amounts to only two percent of the airplane's total cost. Moreover, if workers in North Charleston turn out to be less productive than their Everett counterparts -South Carolina ranked 46th in labor productivity and 41st in educational attainment in 2008-the two percent cost sav- ings could easily evaporate. The main draw of South Carolina, a "right to work" state, is the ab- sence of labor unions. In 2008, only one out of every twenty-five work- ers belonged to a union. The state ranked 49th in union membership, while Washington ranked 4th. By locating in South Carolina, Boeing is effectively creating a "competitive" two-tier produc- tion system -low -wage nonunion workers in South Carolina and high -wage union workers in Wash- ington -in an attempt to solve its longstanding labor problems. As quoted in The Seattle Times, Boeing commercial airplane chief Jim Albaugh said, "We can't afford to have a work stoppage every three years. And we can't afford to continue the rate of escalation of wages." But the two-tier tactic, especially if it foments dissension within the ranks, seems to carry its own risk. Page 6 March 2010 THE PUGET SOUND ECONOMIC FORECASTER Employment (thous.) Goods producing Natural resources and mining Construction Manufacturing Aerospace Other durable goods Nondurable goods Services producing Wholesale and retail trade Transportation and public utilities Information Financial activities Professional and business services Other services Government State and local Federal Unemployment rate (%) Personal income (bils. $05) Personal income (bits. $) Wage and salary disbursements Other income Per capita personal income ($) Consumer price index (82-84= 1000) Housing permits (thous.) Population (thous.) Net migration (thous.) Three-month treasury bill rate (%) Conventional mortgage rate (%) Annual growth (% change) Employment Personal income (cur $) Consumer price index Housing permits Population 1752.8 1742.1 274.3 267.9 12 1.1 99.9 96.5 1732 170.2 802 79.0 62.0 60.6 309 30.7 1478.5 1474.2 260.5 2587 58.4 582 88.8 88.2 97.1 966 229.4 2302 451.8 4518 292.5 290.5 240.5 2387 52.0 51.8 89 9.0 161.8 162.3 177.2 178.9 1028 103.1 744 75.8 48838 49203 2.271 2.259 74 8.6 3628.7 3636.2 107 6.6 0.2 0.1 52 47 1745.0 17582 1759.8 18435 1765.3 1756.7 1789.2 265.5 266.0 266.8 316.2 278.8 266.6 271.6 1.1 1.1 1.1 1.4 1.2 1.1 1.1 95.1 95.8 97.0 125.5 102.3 96.6 102.5 169.2 169.1 168.7 189.3 175.3 168.8 167.9 78.6 78.3 77.8 80.4 80.7 78.1 76.7 59.9 60.1 60.2 73.0 63.1 60.1 60.6 307 30.7 30.7 36.0 31.6 30.7 30.6 1479.6 1492.2 1493.0 1527.3 1486.4 14901 1517.6 2587 259.6 260.0 276.7 262.6 259.7 264.4 58.2 58.5 58.5 63Z 59.2 58.4 58.9 88.4 89.0 89.4 91.0 89.9 89.2 91.0 95.7 94.6 94.1 105.2 98.5 94.5 93.7 229.3 230.3 231.3 249.4 232.3 231.0 239.2 456.7 461.7 464.7 451.8 451.3 4627 476.9 292.7 298.4 295.0 289.7 292.7 294.7 293.5 238.9 2390 239.1 240.0 241.0 239.1 240.9 53.8 59.5 55.8 49.7 51.7 55.6 52.6 90 8.8 8.7 4.8 8.6 8.8 8.2 163.2 164.9 165.5 164.5 162.0 164.9 169.4 180.5 183.1 1845 179A 1770 183.5 1918 103.9 1052 1059 106.1 102.9 1054 110.2 766 779 786 733 74.1 781 81.6 49555 50175 50472 50048 48836 50247 52115 2 269 2 277 2 286 2 248 2 261 2 282 2.322 8.5 8.6 9.9 158 7.8 9.6 12.6 3642.7 3649.0 3655.4 3584.6 36240 3652.3 3679.7 2.7 1.8 2.3 245 114 2.3 6.0 0.1 02 0.4 1.4 02 04 1.8 5.0 5.1 54 60 50 53 6.3 -3.6 -2.4 0.7 3.0 0.4 1.5 3.8 3.6 57 3.1 1.0 -2.1 1.8 1.3 1.7 54.9 64.9 -5.4 4.2 59.8 0.9 0.8 0.7 0.7 0.7 Quarterly data are seasonally adjusted and expressed on an annual basis. 0.9 4-2 -0.5 1.9 3.8 -1.3 3.7 4.5 4.3 06 0.9 1.8 -42.7 .50.4 22.2 31.7 1.4 1.1 0.8 0.8 Page 7 March 2010 THE Pk:GET SOUND ECONOMIC FORECASTER 1.2( 1.05 1.00 0.95 0.90 0.85 Leading Index Good news. The Puget Sound Index of Lead- ing Economic Indicators jumped 1.8 percent in the fourth quarter of last year, following an upwardly revised gain of 0.6 percent in the third quarter. This is further evi- dence that a regional economic re- covery is on the way. The monthly version of the leading index posted on our website has been telling the same story. In February, we re- ported that the monthly index has "advanced more than 5 percent since bottoming -out last March, an almost sure sign that the Puget Sound downturn will soon give way to expansion." Could the indexes be giving mis- leading signals? It seems unlikely based on the historical record. As shown in the graph, the quarterly leading index has never had a false start prior to an expansion. The only near -miss was a tentative turnaround during the middle of the 1992-93 period of stagnation before a more definitive rise at the end of the period. Otherwise, the recovery signal has always been a pronounced change in direction of the leading index much like we have right now. Of the seven components that comprise the leading index, four (manufacturing hours, help -want- ed ads, first-time unemployment insurance claims, and housing per - Puget Sound Index of Leading Economic Indicators 1987= 100 1974 1978 1982 1986 1990 1994 1998 Shaded areas show recessions or periods of economic stagnation. 2002 2006 mits) improved last quarter, while three (the interest rate spread, real durable goods sales, and the Boe- ing backlog -delivery ratio) were unchanged. The stronger readings for the labor market indicators, which in each case have improved for two straight quarters, are espe- cially encouraging. The lengthen- ing of the manufacturing workweek and the rise in help -wanted ads are the stuff of job creation, while the drop in new unemployment claims means that layoffs are easing. The fact that no leading index component declined last quarter is another plus. We look forward to reporting a rise in jobs sometime soon. Puget Sound Housing Permits 1987 1989 1991 1993 1995 1997 f 999 2001 2003 2005 2007 2009 1.02 I.o0 098 096 094 0.92 0.90 0.88 0.86 1987 1989 Mi 1991 1995 1997 1999 2001 2003 2005 2007 2009 Puget Sound Initial Claims for Unemployment Insurance Copyright :� 12010 by Conway Pedersen Economics, Inc. Reproduction without pennlssion is prohibited. Tin• Puget Sound Fxonomic Foreca+ter (USN 15-911-T250) is published four times a year A one-year subscription to the newsletter is $395. A one-year subscription to the ncm Aetter and web site Is $695. For additional in formation, please visit www.econamleforecaster.com you may also contact Dick Conway or Doug Pedersen at Conway Pedersen Economics, Inc., P. o. Box 2241, Seattle, WA 98111-2241. Telephone CMM 329.1707. We would like to thank Blue Chip Economic Indicators, The Northwest Multiple Listing Service, and Dupre+ Scott Apau-tment Advkors for permission to use copyrighted information. We attempt to be as accurate as possible with the information pruseuted In the Puget Sound Economic Forecaster. However, Conway Pedezgen Economics, Inc , does not guarantee the accuracy, adequacy, or completeness of any information or forecast In the newsletter, and is not responsible for Busy errors or omisslons or the results obtained from the use of such information or forecast Ik+sign: Gage Design Page 8 March 2010 City of Renton Economic Forecast 2010 - 2011 Prepared for Finance and Information Technology City of Renton by Douglas H. Pedersen Doug Pedersen & Associates January 29, 2010 Introduction and Summary This report updates the City of Renton Economic Forecast dated July 31, 2009. It relies on the January 10, 2010 national economic forecast from Blue Chip Economic Indicators, a consensus of 50 national forecasters, and the December 2009 Puget Sound and King County economic forecast from Conway Pedersen Economics, Inc., as published in The Puget Sound Economic Forecaster. The Renton forecast is prepared with the aid of a simple econometric model developed for the City. In general, the approach is to model specific Renton economic time series as a function of the respective King County or Puget Sound series along with additional variables that capture Renton economic growth relative to King County or Puget Sound growth. A nascent U.S. economic recovery is underway, but labor and housing markets still remain severely depressed. Employment and new home construction appear poised to turn higher, but so far there is limited evidence of an improving trend. Nevertheless, the consensus of national forecasters calls for U.S. payrolls to rise by an average of 109,000 jobs per month this year and for annual housing starts to reach 730,000 units which, in both cases, would represent significant turnarounds. Further improvement is forecast for 2011. Puget Sound payrolls are expected to begin rising again in the second quarter of this year, marking the end of an eight -quarter slide costing the region an estimated 108,000 jobs. Single-family housing permits are expected to slowly revive following the pickup in home sales. Renton employment is expected to hold relatively steady over the next two years extending the trend of the last four years. The City's share of King County population and taxable retail trade sales is expected to continue to rise. Comparative Growth Rates, 2010 — 2011 Average Annual Percent Change United States Puget Sound King County Renton Employment 0.6 Population 0.9 1 Excludes effect of annexations Economic Conditions and Forecasts The U.S. Economy 0.5 0.3 -0.4 0.7 0.8 1.6' The U.S. economy, measured by real GDP, finally resumed growth in the second half of 2009 thanks to massive monetary and fiscal stimulus. Ln terms of the decline in output, the recession amounted to a loss of 3.8 percent, somewhat more severe than the recessions in 1973-75 and 1981-82. However, in terms of the contraction in employment, the economic loss has been much more severe —a 5.2 percent decline in jobs through December 2009—about twice the percentage decline during the recessions of the early 1970s and 1980s. Moreover, ongoing slack in job creation, which is keeping the unemployment rate elevated and wage growth flat, along with faltering commercial construction, tight credit and depleted consumer wealth, suggest that weak private -sector demand could constrain the economy for the foreseeable future. Thus, despite the economic strength at the end of 2009, the January Blue Chip consensus forecast calls for real GDP to grow at approximately its long-term trend rate of 2.9 percent in coming quarters led by modest gains in consumer spending. Reduced business inventory liquidation and rising residential investment will continue to make positive contributions to growth, while nonresidential investment drifts sideways and a widening net export deficit subtracts from growth. While welcome, near -term real GDP growth at the trend rate of 2.9 percent means that the recovery, at least initially, will prove subpar. Indeed past business cycle patterns show that the deeper the preceding recession, the stronger the first year of recovery. Instead, the consensus expectation is for growth more like the expansions following the relatively moderate recessions in 1990-91 and 2001 where the real GDP growth rate remained relatively subdued. -2 -4 -6 -8 U.S. Real Gross Domestic Product rate 2007 2008 2009 2010 2011 Blue Chip Forecast, January 2010 0 Baseline --- High - Low U.S. Payroll Employment and U.S. Unemployment Rate 139 138 137 136 135 134 133 132 131 130 2005 2006 2007 2008 2009 2010 2011 Based on Blue Chip Forecast. January 2010 0 Employment(I)---Unemployment rate (r) Labor markets will also struggle. According to the Blue Chip report, employment bottomed out in the fourth quarter of 2009 down 7.3 million jobs from the peak in the fourth quarter of 2007. But reflecting productivity gains, increased work hours, and reduced availability of credit, job growth is not expected to turn decisively higher until the second half of 2010. And by the fourth quarter of 2011 net employment gains will amount to only 3.7 million jobs, just over one-half the total loss. The unemployment rate is expected to peak at 10.3 percent in the first quarter of this year, and then slowly ease to 9.8 percent in the fourth quarter and to 8.9 percent by the fourth quarter of 2011. Faster improvement in the unemployment rate will be hampered by workers, who have given up looking for jobs, returning to the labor force as employment prospects improve. 10 The slack in labor markets and their prolonged recovery is expected to restrict growth in personal income which will, in turn, impede consumer spending. Without the benefit of incentives, real personal consumption expenditures slowed to an annual rate of 2.0 percent in the fourth quarter. This was still enough to lift the year -over -year growth rate for consumer spending into positive territory for the first time in six quarters, but the squeeze on incomes (as well as the drag from other fundamentals such as high household debt burdens and tight consumer credit) will hold back a much stronger rebound. Based on the Blue Chip forecast, year -over -year growth in real personal income will turn positive in the second quarter of 2010 but then flatten out at just under 3.0 percent in 2011 keeping the pickup in consumer spending growth in check. Reduced credit availability for business, along with a drop in demand for loans, is also expected to restrain the recovery. As shown below, decline in business lending goes hand -in -hand with high unemployment. The current extreme contraction in business loans and the rising unemployment rate suggest an extended period of lackluster performance for the U.S. economy. U.S. Real Personal Income and Consumer Spending U.S. Business Loans and U.S. Unemployment Rate -2 -4 1996 1998 2000 2002 2004 2006 2008 2010 Based on Blue Chip Forecast. January2010 — Personalincome — - Personal cons urn plione)penditures 20 Yr 16 12 \J 1999 1995 2000 2005 Shaded areas are periodsof reduced credit availability 12 10 —Change in real business loans (1) -- Unemploymentrate (r) In spite of the cautious consensus forecast from the Blue Chip economists, many key indicators for the U.S. economy have shown significant improvement in recent months leaving no doubt that the recession has ended and recovery has begun. For example: • Manufacturing output has clearly rebounded according to both the Federal Reserve's index of industrial production, which has been steadily rising since last July, and the Institute for Supply Management's manufacturing index, which has averaged above 50 (indicating that the manufacturing economy is expanding) since August. • New orders for nondefense capital goods have climbed more than 12 percent since bottoming out in April of last year —an encouraging sign of business investment which is acting to offset the decline in business spending on structures. 4 • The long, steep decline in housing starts has come to an end. The annual rate for single-family starts rose by about 100,000 units (28 percent) during 2009. The return to higher production rates in coming quarters, however, may be a bumpy road if foreclosures offset recent progress in reducing excess housing inventory. Based on the Blue Chip forecast, total housing starts will climb to 940,000 units by the fourth quarter of 2010 and 1.2 million units by the fourth quarter of 2011. • Home prices have stopped falling. The 20-city Case-Shiller home price index recorded its sixth straight monthly gain in November (latest data) and the lagging Seattle index moved higher for the second consecutive month. While housing prices are in the process of stabilizing, the flood of foreclosures and adjustment to the pull- back in incentives could weigh on prices over the near term. U.S. Manufacturing Indexes 1 25 Index 2002 =1 00 Index 65 1 20 1 15 1 10 1 05 1 00 0.95 0.90 60 55 50 45 40 35 30 2003 2004 2005 2006 2007 2008 2009 — industrial production (1) -- ISM purchasing managers index (r) U.S. Housing Starts and Permits 9 e Units, million$ ann. rate 2. 1 1 0 0 0 2005 2006 2007 2008 2009 — Total starts - -- Single-family permits --- Single-family starts U.S. Manufacturers' New Orders 68000 $millions 64000 60000 56000 52000 48000 h ....... 4. .444.... ..... ........ ... �..1 ._.. 2005 2006 2007 2008 2009 New orders for nondefense capital goods excluding aircraft 210 200 190 180 170 160 150 140 Case-Shiller Home Price Indexes 2005 2006 2007 2008 2009 — 20-city composite -- Seattle The Puget Sound and King County Economies The latest employment figures for the Puget Sound economy confirm that the four -county region is suffering a noticeably deeper downturn than the nation. Between the peak in employment in February 2008 and December 2009, the region lost nearly 130,000 jobs or 7.0 percent of its total wage and salary employment base. This amounts to a 1.8 percentage point greater decline than the comparable national loss. Measured on a quarterly basis, as shown below, the current job loss is approaching 6 percent, more severe than the 1981-83 and 2001-03 recessions, but only one-half the magnitude of the job decline during the Boeing Bust between 1969 and 1971. In terms of timing, the region is trailing the nation by about one quarter. Employment is expected to bottom out in the first quarter of 2010, at which time the unemployment rate will peak at 9.6 percent (about one-half of a percentage point below the national unemployment rate). However, as with the U.S. economy, a relatively slow rate of job creation means that recovery in employment back to the prior peak level in the first quarter of 2008 will take an extended period of time. According to the December 2009 forecast from The Puget Sound Economic Forecaster, employment, while rising most of this year, will still show an annual decline of 0.8 percent in 2010 before rising 1.8 percent in 2011. Not until the second quarter of 2013 will regional employment surpass the previous high. Growth is expected to trace a saucer -shaped pattern similar to the drawn - out 2001-03 recovery. Puget Sound Recessions Employment Change and Duration 1.05 1.00 0.95 0-90 0.85 0-80 0.75 070 4 6 8 10 12 14 16 18 20 22 Quarters 1969.3-1971.3 20011-2003.2 -- - 1981.3-1983.1 --- 2008.2-2010.1 Puget Sound Employment for each industry. index =1 00 at employment peak 2003 2004 2005 2006 2007 2008 2009 2010 2011 Aerospace — - - Prof. and bus. services --- Information --- Construction One reason the region has fallen harder than the nation ironically has to do with the strength of the Puget Sound economy just prior to the recession. With local employment and population growing at twice the national rate, activity in both consumer and business markets was at a high level. Consequently, when the recession hit, the region had farther to fall. The job declines in construction and professional and business services, for example, have been more severe in percentage terms in the region than nationally, and vastly disproportionate to their respective shares of employment. Puget Sound construction jobs have, so far, dropped 25 percent compared to 21 percent nationally, while Puget Sound professional and business service jobs have declined 9 percent versus 7 percent nationally. The construction and professional and business services industries together made up 21 percent of regional jobs at the employment peak, but have directly accounted for 51 percent of the decline in employment through the end of last year. While employment in both sectors is expected to bottom -out in the first quarter of this year, the pace of recovery will be measured. Unprecedented slack in personal income and a dramatic drop in taxable retail sales provide additional evidence of the recession's hit to regional consumer markets. Weakening growth in current dollar personal income in 2008 led to an outright decline in income last year-- -the first ever year-to-year loss. Pull -back in Puget Sound taxable retail sales reached -15.7 percent on a year -over -year basis in the second quarter last year— also a record loss reflecting the effect of the credit crunch and household decisions to defer spending in addition to the shortfall in income. As the chart shows, growth rates for personal income and taxable sales are expected to turn positive this year, but there is a large loss to make up. Personal income has shrunk by nearly 3 percent and taxable retail sales by an astounding 20 percent. Puget Sound Personal Income and Taxable Retail Sales 12 2000 2002 2004 2006 2008 2010 E j Personal income - Taxable retail sales In the Puget Sound housing market, the epicenter of the recession's impact, conditions finally appear to be stabilizing. Puget Sound home sales posted impressive gains in 2009 while prices stabilized and inventories fell according to regional multiple listing service data. Puget Sound monthly home sales in December exceeded 4,300 units, up 85 percent from the low in late 2008. The average home price has steadied out at $350,000 and the inventory -sales ratio has dropped below six months. Single-family housing permits, still in the cellar, nevertheless show slow improvement with the recovery in home sales and 7 the drop in inventories. Permit activity is expected to continue to pick up as economic conditions firm. As shown below, the current level of housing permits is substantially below the long -run average for the Puget Sound economy. But, as the fundamental determinants of housing (regional employment growth, changes in population/net migration, household formation) improve, the current shortfall from trend should recover. This process, however, will take most of the first half of the decade. Puget Sound Home Sales and Inventory -Sales Ratio Puget Sound Housing Permits 9000 8000 7000 6000 5000 4000 3000 2000 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 Source Regional MLS —Sales(1) Inventory -sales ratio (r) 14 50000 12 40000 10 8 30000 6 20000 4 10000 2 0 0 Note 1970-09 average =22,500 unitsperyear 1970 1975 1980 1985 1990 1995 2000 2005 2010 In a large, integrated metropolitan area such as the Puget Sound region there is a strong tendency for the county economies to move together. People may live in one county, commute across county lines to work, and spend money in both areas or in a third jurisdiction. This "co -movement" is especially evident when the region confronts a deep recession. Thus, the peak -to -trough job loss for King and Snohomish counties (assuming Puget Sound Employment by County 1 Index '.0 Of M OJ O.f Of — King --- Snohomish - Pierce --- Kitsap 8 they bottom -out in the first quarter as forecast) is identical at 6.1 percent. This is just slightly greater than the expected job loss for Pierce County and about two percentage points more than the expected decline in Kitsap County which is somewhat less integrated with the rest of the region. Recovery in King County employment is expected to parallel the upturn in overall Puget Sound employment (King County jobs make up two-thirds of total regional jobs). Quarter -to -quarter job growth will begin this year, although average King County employment for 2010 will still be lower than last year. Employment is expected to climb 1.7 percent in 2011. As shown in the table, recovery in King County population growth, housing permits, and taxable retail sales closely matches the expected growth for the region. One measure where the county should show better results than the region is the unemployment rate. Unemployment is measured on a place of residence basis so commuters to King County who become unemployed impact the unemployment rate in the county where they live. Summary Forecast: U.S., Puget Sound, and King County Annual Percent Change Actual ----------__-_-____ --- Forecast --- 2005 2006 2007 2008 2009 2010 2011 United States' GDP ($00) 3.1 2.7 2.1 0.4 -2.4 2.8 3.1 Employment 1.7 1.8 1.1 -0.4 -3.7 -0.6 1.7 Consumer price index 3.4 3.2 2.8 3.8 -0.4 2.1 2.0 Housing starts 6.3 -12.6 -25.9 -32.9 -38.7 32.2 34.2 Puget Sound Region Employment 2.7 3.2 2.9 0.9 -4.0 -0.8 1.8 Population 1.0 1.8 1.2 1.4 1.1 0.7 0.7 Taxable retail sales 9.5 9.1 7.2 -5.2 -13.0 0.8 6.6 Housing permits 10.2 -2.5 3.3 -42.8 -50.6 34.1 35.9 Consumer price index 2.8 3.8 3.8 4.3 0.6 1.8 1.8 King County Employment 2.2 2.7 2.0 1.4 -4.2 -1.1 1.7 Population 1.1 1.6 1.3 1.3 1.2 0.8 0.7 Taxable retail sales 8.4 8.7 8.6 -4.1 -14.3 0.5 7.0 Housing permits 10.5 11.1 19.1 -38.9 -67.6 34.6 43.5 ' Blue Chip Economic Indicators, January 2010 2 Puget Sound Economic Forecaster, December 2009 9 The Renton Economy Economic Characteristics An interesting characteristic of the Renton economy, as documented in earlier reports, is its strong long -run growth in population, housing activity, and taxable retail sales compared to the King County and Puget Sound economies, in contrast to its relatively weaker growth in employment. Two recessions during this last decade held growth in overall Puget Sound employment to only 3.8 percent between 2000 and 2009, the weakest gain in any nine-year period in the last 30 years. Comparable King County employment declined 1.2 percent, while Renton jobs fell 2.6 percent. (This is based on covered employment published by the Washington Employment Security Department). Emolovment: Renton. Kina Countv. PuaetSound 1.11 1.0 1.0 0.9 0.9 0.8 0.80 2000 2002 2004 2006 2008 2010 Note Employment is covered employment series pub!ished by Washington Employment Security Dept Renton ---- King County - Puget Sound Housing Stock: Renton, King County, Puget Sound 1.35 Index. 2000 =1.0 1.30 1-25 1.20 1.15 `- 1 10 1.05 1.00 0.95 2000 2002 2004 2006 2008 2010 Note Renton index excludes 2008 and 2009 annexations Renton ---- King County -- Puget Sound Pooulation: Renton. Kina County. PuaetSound 1-35 1.30 1.25 1.20 1.15 1.10 1.05 1-00 0.95 2000 2002 2004 2006 2008 2010 Note Renton index excludes 2008 and 2009 annexations - Renton -- -- King County - --- Puget Sound Taxable Retail Sales: Renton, King County, PuaetSound 1.4. Index. 2000 =1.0 - Renton ---- King County Puget Sound to Despite the relative slack in Renton job creation, mostly due to a 5,900 drop in Boeing employment, population (excluding the large annexations in 2008 and 2009) rose more than 25 percent over the period, compared to a 10 percent gain in King County and Puget Sound. Similarly, the Renton housing stock (excluding annexations) rose 27 percent versus 12 percent in King County and 15 percent region -wide. And the level of taxable retail sales in Renton last year was 16 percent above the level in 2000, compared to gains of only 4 percent in King County and 11 percent for the overall Puget Sound economy. Over the nine-year period from 2000 to 2009: • the Renton share of King County employment held steady at 4.8 percent (even as Boeing employment in Renton dropped from 36.0 percent of county aerospace employment to 29.8 percent), • the city's share of county -wide taxable retail sales rose to 5.1 percent from 4.5 percent, • Renton housing stock including annexations climbed to 4.5 percent (3.5 percent excluding annexations) of King County housing stock, up from 3.1 percent, and • Renton population including annexations reached 4.4 percent (3.3 percent without annexations) of King County population, up from 2.9 percent. Renton and King County Economies, 2009* Renton King County Percent of King County Total employment (thou.) 54.1 1,135.6 4.8 Aerospace (thou.) 13.2 44.2 29.8 Taxable retail sales (mil. $) 1,970.8 38,764.5 5.1 Housing stock (thou.) 37.7 832.4 4.5 Population (thou.) 83.7 1,897.3 4.4 * Employment and taxable retail sales figures are partially estimated; employment is covered employment published by the Washington Employment Security Department. Notwithstanding the distinctions of the Renton economy, there is a tendency for the Puget Sound regional economy and its county and city components to move through business cycle swings together. Thus, the retreat in employment and taxable retail sales, and the slowdown in population growth that came with the onset of the recession generally affected all areas at the same time. Likewise, the recovery is expected to take hold at about the same time throughout the region. Similar to the forecasts for King County and Puget Sound, Renton employment and retail spending are expected to bottom -out during 2010 and grow once again in 2011. 11 Boeine Activit The recession in the airline industry has taken the form of declining air traffic, weak fares, diminished financial health of air carriers, and excess airplane capacity. Airlines worldwide lost about $11 billion in 2009 and are projected to lose $5.6 billion more this year. In this environment airlines have drastically cut airplane orders —in the case of the 737, to 197 planes (gross) in 2009, less than one-third the average tally of the prior four years. Adjusted for cancellations and conversions, net 737 orders amounted to 178 planes last year, still somewhat above prior recession lows. But the reduced order rate is expected to continue this year and next considering the modest pace expected for the economic recovery, the airline financial losses and strained credit conditions, and the vast backlog of 737 orders (2076 planes at the end of last year) that appears sufficient to meet Boeing Renton Employment, Plane Deliveriesand Orders 28 24 20 16 12 8 1985 1990 1995 2000 2005 2010 Note employment is on FTE basis. orders are average of current and prior three years �1 Ernployment(I) Deliveries (r) — Orders (r) Boeing Share of Total Renton Employment 64 .60 .56 .52 .48 44 40 .36 .32 .28 1990 1995 2000 2005 2010 Note figured on FTE basis from City business license records 700 600 500 400 300 200 100 PugetSound Aerospace Employment 28 24 20 A IF 16 12 _/ 90 80 70 60 50 a 40 1985 1990 1995 2000 2005 2010 Note. Renton employment is on FTE basis --- Boeing-Renton(1) --- Rest of Puget Sound (r) 50 40 30 20 10 Renton Employment i 1990 1995 2000 2005 2010 Note- FTE basis Total ---Boeing ---- Al other 12 demand at least for the near term. Orders are expected to slip to 155 planes this year, and then pick up slightly to 180 planes in 2011. From a long -run perspective, these orders rates fall far below future expectations. Boeing's 2009 Current Market Outlook assumes that air traffic growth will average about 5 percent per year over the next twenty years, resulting in a requirement for 19,460 single -aisle airplanes. If Boeing's share of the single -aisle market was 40 percent, annual demand would average about 390 planes. Despite excess airplane capacity, weak orders, and uncertain airline finances, Boeing cites over -commitment of delivery positions and the large order backlog in recent statements that it expects to maintain 737 production at the current rate of 31 planes per month "for the foreseeable future." Several industry analysts do not believe such a high production rate will hold in view of the drop in air traffic. Some have also noted that Boeing is expected to announce a new engine program for the 737 which could encourage customers to hold back orders over the near term and perhaps make production cuts more likely. On the upside for Renton, this would push -out decisions about a replacement plane, thus extending the 737 production life. For 2010, the 31 plane -per - month assumption yields deliveries of 372 planes, the same output as 2009. A more cautious assumption for next year-31 planes per month in the first half and 26 planes per month in the second half results in 342 planes total for the year. Boeing employment in Renton is expected to slip 1.6 percent this year and again in 2011—a total decline of 429 jobs over the two-year period. This forecast is based on the aerospace employment outlook for the four -county Puget Sound economy and expected airplane delivery rates from the Renton plant relative to total deliveries. Thus, it takes into account Boeing's previously announced plans to cut 4500 jobs from Puget Sound commercial airplane payrolls. Recent statements suggest that much of the remaining cuts from this overall target will be in connection with the 787 and 747-8 programs in Everett. Boeing jobs in Everett are also susceptible to the planed cuts in 777 production rates at mid -year. The forecast for Renton keeps the Boeing share of total employment steady at about 30 percent over the forecast period, one-half the proportion in the early 1990s. Note that the forecast does not include just -announced plans to transfer an unspecified number of engineers from Renton to Everett over the next two years. A risk to the forecast is the possibility of an early, unexpected pull -back in 737 production which would feed through to the workforce. Other Renton Employment, Population, and Housing As shown above, growth in other (non -Boeing) employment in Renton has almost exactly offset the decline in Boeing jobs over the last twenty years, leaving total employment in 2009 (42,680 full-time equivalent jobs) within 400 jobs of the total in 1989. Other Renton employment is highly correlated with other (non -aerospace) King County employment. Over the last twelve months, job losses in King County have been most severe in construction, durable goods manufacturing outside of aerospace, wholesale and retail trade, financial activities, and professional and business services. The only sector in the county with positive job growth has been educational and health services. 13 For forecasting purposes, other Renton employment is modeled as a function of other King County employment which is expected to fall slightly this year (following a large drop in 2009) before climbing again in 2011. According to the model, other Renton employment will follow a similar pattern —a 1.0 percent decline this year after a 4.8 percent fall in 2009, picking up to a 1.4 percent growth rate in 2011. Combined with the erosion in Boeing jobs, total Renton employment is expected to decline 1.2 percent this year before rising 0.5 percent in 2011. Renton population growth, excluding accumulated annexations, has exceeded King County population growth in each of the last ten years (see chart on page 9) leading to Renton's rising share of King County population. However, this was not the case during the 1990s when the City's population growth rate (ex annexations) was greater than the County's in only four of the ten years, leaving its population share largely unchanged. It seems no coincidence that the same pattern holds for housing —gains in the Renton housing stock in the 1990s were similar to those for the County, in contrast to much stronger housing activity in Renton relative to the County during this last decade. This suggests that Renton population and housing activity should be forecast simultaneously (see chart below) dependent on King County population and housing activity. -2 Renton Population and Housing Percent Numberof permits rr r� r r rr r r r rr r r r r r r r r r � r � Note data plotted are two-year moving averages. population excludes 2008-09 annexations I 1 I 1980 1985 1990 1995 2000 2005 2010 1200 .048 1000 .044 .040 800 .036 600 .032 400 .028 200 .024 0 .020 Renton Share of lGng County Population 1980 1985 1990 1995 2000 2005 2010 — Population growth (1) • •. - Housing pern is lagged 1 yr (r) --- Fistory and w ithoul 2008-09 annexations - - - Includes 2008-09 annex The outlook for King County calls for scant population growth this year and next (0.8 percent on average —about the replacement rate) but a noticeable rise in housing permits from the record low last year. The outlook for Renton calls for population growth of 1.6 percent both this year and next (compared to 2.0 percent excluding annexations last year) and pickup in housing permits from 313 units in 2009 to 354 units this year and 430 units in 2011. The multi -family share of housing permits is expected to dip to 20 percent this year, about the same level as in the 2001-2003 recession, and down from 55 percent in 2008 and 73 percent in 2007. The expected rebound in housing will still leave total permits in 2011 lower than at any time in the prior fifteen years. It is possible that the model is understating the housing recovery, but the glut of recent multi -family activity 14 and the uncertain and problematic nature of the housing market at this time warrant a conservative approach. Taxable Retail Sales A distinction of the current downturn in the regional economy is its extraordinary deleterious impact on taxable retail sales which, in turn, is decimating the key tax base for state and local government budgets. After peaking at $75.0 billion in 2007, Puget Sound taxable retail sales have plunged 17.5 percent to an estimated $61.8 billion in 2009 (taxable retail sales contracted by only 3.2 percent during the 2001-2003 recession). Although taxable sales may have bottomed -out last year (fourth quarter data is not yet available), they are not expected to recover to the 2007 peak until 2013. Moreover, as noted in the December 2009 issue of The Puget Sound Economic Forecaster, "when adjusted for inflation, real taxable retail sales will not return to the 2007 level until 2016," and "when adjusted for population growth, real taxable retail sales per capita will not fully recover until sometime after 2020." Thus, at current tax rates, "it will take more than ten years before the tax base provides the same purchasing power that it had in 2007." Renton has fared better than many areas in the region over the last two years with declines in taxable retail sales amounting to 15.6 percent compared to the 17.5 percent loss for the region. Decline in spending in Renton has been widespread - across most all sectors where sales are subject to the retail sales tax. For the first three quarters of 2009 compared to the year-earlier period, retail trade sales were off 4.7 percent (led by a 7.2 percent drop in motor vehicles) while taxable sales in other industries were down 23.3 percent (led by a 40.5 percent plunge in construction). Total Taxable Retail Sales Puget Sound and Selected Cities Annual Percent Change 2002 2003 2004 2005 2006 2007 2008 2009' Auburn 0.9 2.7 13.9 3.8 6.8 5.3 -17.4 -22.8 Bellevue -3.4 0.3 4.1 11.6 9.1 15.9 -6.0 -16.1 Everett -3.4 -0.3 3.1 11.2 16.1 6.4 -8.6 -18.4 Federal Way 1.7 -1.6 0.9 8.4 8.6 5.2 -8.1 -12.9 Kent -4.4 -4.5 12.9 2.5 11.6 1.4 -17.6 -33.0 Kirkland -4.0 8.1 6.9 15.7 10.1 1.2 -12.0 -17.7 Puyallup 6.4 4.7 6.3 8.4 6.7 -2.3 -5.2 -7.5 Redmond -6.6 2.8 5.8 7.0 11.4 3.1 2.4 -7.1 Renton -1.2 5.1 5.1 5.3 7.3 9.4 -1.2 -14.4 SeaTac 8.3 -5.6 5.4 7.5 6.1 -3.2 -3.4 -7.9 Seattle -2.7 -1.2 2.8 10.6 9.4 9.4 0.4 -12.5 Tacoma -1.5 6.7 3.3 10.1 7.5 2.8 -8.1 -12.0 Tukwila -8.6 5.9 2.6 4.0 6.7 7.0 -8.7 -21.2 Puget Sound -1.2 2.2 5.8 9.5 9.1 7.2 -5.2 -12.2 '.First three quarters of 2009 versus first three quarters of 2008 2 King, Kitsap, Pierce, and Snohomish counties 15 Total Taxable Retail Sales 20 Percent Change 10 0 -10 -20 .30 40 1999 20M 2001 2002 2003 2004 2005 2006 2007 2008 2009 —Auburn Federal Way -- Kent —Renton Tukwila Puyallup —Puget Sound An improved outlook for the key drivers of retail spending (personal income, housing activity, unemployment), as discussed earlier, is expected to stem the losses in taxable retail sales and set the stage for renewed growth in 2010 and 2011. This holds across - the -board —at the regional level, for King County, and for the Renton economy. Gains this year are expected to be very mild (more like a steadying -out of the downward trend) before stronger growth resumes in 2011. For the Puget Sound region as a whole, the forecast calls for total taxable retail sales to begin rising in the fourth quarter of 2009 resulting in a growth rate of 0.8 percent in 2010, accelerating to 6.6 percent in 2011. Renton taxable retail sales are forecast in two parts- retail trade and all other taxable retail sales. The model for retail trade considers the outlook for Puget Sound retail trade sales, Renton housing activity, and the growth in Renton population relative to Puget Sound population. Following a three-year decline, it forecasts a 2.7 percent rise in 2010 and a stronger 7.5 percent recovery in 2011. If this forecast is correct, the Renton share of King County retail trade sales will rise above 7 percent during the forecast period. The model for other taxable retail sales in Renton uses other Puget Sound taxable retail sales and Renton housing activity relative to Puget Sound housing activity as explanatory variables. It forecasts a similar recovery-2.5 percent growth this year after the steep loss in 2009, followed by pickup to 7.9 percent growth in 2011. The combined gain is 2.6 percent this year and 7.7 percent in 2011. The main risk to this forecast concerns the outlook for the drivers of consumer spending such as the effect of tighter credit standards by banks and decisions by consumers to restore lost wealth-- i.e. reduce spending and rebuild savings. These variables are not explicitly considered in the models and could act to hold back the expected recovery in spending. E 2400 2000 1600 1200 800 4i u 0 Renton Taxable Retail Sales 1975 1980 1985 1990 1995 2000 2005 2010 Total --- Retail trade ---- Other industries Renton Share of King County Taxable Retail Trade Sales .075 .070 .065 .060 .055 .050 .045 1975 1980 1985 1990 1995 2000 2005 2010 17 City of Renton Baseline Economic Forecast January 2010 Actual -------------________ ----- Forecast ---- 2005 2006 2007 2008 2009 2010 2011 Boeing Renton Plant Orders (Planes) 569 732 838 486 197 155 180 Deliveries (Planes)' 212 302 330 290 372 360 336 Renton Employment2 Total 35,551 41,134 42,740 43,818 42,680 42,164 42,356 Percent Change -0.1 15.7 3.9 2.5 -2.6 -1.2 0.5 Boeing3 10,865 11,942 13,224 12,829 13,169 12,952 12,740 Percent Change 4.0 9.9 10.7 -3.0 2.7 -1.6 -1.6 Other 24,686 29,192 29,516 30,989 29,511 29,212 29,616 Percent Change -1.8 18.3 1.1 5.0 -4.8 -1.0 1.4 Renton Population 56,840 58,360 60,290 78,780 83,650 85,016 86,348 Percent Change 2.7 2.7 3.3 30.7 6.2 1.6 1.6 Renton Building Permits5 Residential - New Construction Units Authorized 889 697 1,319 448 313 354 430 Value ($ Mil.) 144.758 121.903 168.215 77.137 62.210 80.564 97.791 Average Value ($ Thou.) 162.8 174.9 127.5 172.2 198.8 227.6 227.4 Renton Taxable Sales6 Retail Trade ($ Mil.) 1,082.2 1,157.0 1,132.9 1,092.4 1,052.2 1,080.4 1,161.5 Other Industries ($ Mil.) 869.0 936.2 1,156.7 1,170.0 918.7 941.2 1,015.9 Total ($ Mil.) 1,951.2 2,093.2 2,289.5 2,262.5 1,970.8 2,021.6 2,177.4 Percent Change 5.3 7.3 9.4 -1.2 -12.9 2.6 7.7 ' 2008 deliveries affected by two -month machinist in September and October 2 FTE employees working in Renton based on City of Renton business license records 3 2008 Boeing employment estimated at 13,537 absent strike 4 Includes annexations of approximately 17,100 persons in 2008 and 3,600 in 2009, but makes no assumption about future annexations 5 U.S. Census Department series; average value affected by mix of single family and multi -family permits 6 Washington Department of Revenue series 04/21 /2010 Highlight of First Quarter Revenue Sales Tax: 9.9% below 2009, and 6.70/6 below budget at the end of March. We anticipate collection to be $17.2 million by the end the year, which is 4.4% below 2009 actual and 7.7% below the $18.6 million budgeted by year-end. • Permit and Plan Review Fees: combined permit and plan review fees is 5% higher than 2009, just slightly beating the budget at the end of ist quarter which is projected to meet the budget projection for the year. BEET: i% above 2oo9 and a hair above budget. The risk of lower collection after the expiration of the Homebuyer Rebate program is high, but we assume we will make budget at this time. in, 7 IR z Highlight of First Quarter Revenue (cont.) Gambling Taxes: we are seeing a substantial drop in gambling tax collection, partially attributable to the change in quarterly to monthly reporting (February 2009 was the last quarterly return) but there are actual declines in both pull tabs and card rooms activities. We are expecting to see a 20% or $400,000 shortfall from the $a million budgeted. • Utility Taxes: the $3.9 million revenues collected is 5% below 2009 and 3% or $n6k below the budget of $4 million. At this point, we expect the revenue will meet or be very close to amount budgeted. ■ Court fines: The effectiveness of photo enforcement program has had a material impact on the ticketing revenue. We saw the program revenue drop off from the year before by 30% in February and by 40% in March. We anticipate a shortfall of $700,000 for the year from this revenue source. j ityort 3 04/21 /2010 Sales Tax by Activity s:a T Historical Sales Tax Trends by Sector Us rq22 g3gf q9q 1-2-q q g19013g0�p1q0339_ g03394 q1 g0C3Q<919053M919 3W919o�394919oB�1 q�3�Tl —MANUFACTURING—CONSTRUCTION —RETAII/WHOLESAEE —AUTOMOTIVE --SERVICES i oC Year to Year Change: Construction Sales Tax CONSTRUCTION 100% 80% — 60% — 40% 20% 0% - 20% -40% -60% II�i 91 1�9Q Q 9 4{ I 9 4I2i41Q 9319431g4 99 00 01 02 03 04 OS 06 07 �1 08 I 09 1 Ciq• of 2 04/21 /2010 Year to Year Change: Automotive Sales Tax AUTOMOTIVE 25% , 20% 15% 10% 5% 0% -5% -10% Kim 11 -15% -20% -25% ity of s g3�g4q Relative Age of Car Fleet U.S. LMV Saps: Ratio of 36/120 Months 40 Wb 30 Wo 20% 10% O% 1976 1980 1984 1988 1992 1996 2000 2004 2008 L rn. - cz- o source: Autodata Corporation, ERFC; data th ugh March 2010 WASHIN GTON STATE ECONOMIC AND REVENUE FORECAST COUNCIL 04/21/2010 Permit and Plan Review Fees $1.6 $1.4 $1.2 $1.0 .2 $0.8 $0.4 $0.2 —*--Budget Act al $0.0 p cncncnc7;66c;6OOOOOOO -1 '-Ir-j C4 r4 rIj r4 C4 C11 r1i City of, 4 99% 54% 0% 34% 38% 23% 43% Year to Year Change: Permit and Plan Review Fees 120% 100% 80% 60% 40% 4M 20% -20% -40% ..60% -S3% -80% - - — — — — — — — — — — — — t. 7F City of : cl SST 99% 54% 0% 34% 38% 23% 43% Year to Year Change: Permit and Plan Review Fees 120% 100% 80% 60% 40% 4M 20% -20% -40% ..60% -S3% -80% - - — — — — — — — — — — — — t. 7F City of : cl SST 04/21 /2010 Utility Taxes Budget vs. Actual $ 4.5 $ 4.0 $3.5 $3.0 N $2.5 c $2.0 $1.5 $1.0 $0.5 $0.0 e-1 rl rl N N N N N N N N N N N ton . a Year to Year Change: Utility Taxes 100% 80% 60% 40% l 20% 7% 7% 0% -20% 87% �— PSE electrical rate increase in early 2001. 24% 5 7% 7% 3% co[ -5% -18% -24% -40% Vl t0 1� W m O N + R N t0 W Ol O Ol al Ol Ol 01 CDm CDO CD O O CD O Mir City of, V to 5 04/21 /2010 Real Estate Excise Tax Budget vs. Actual $1.6 $1.4 - $1.2 - -- $1.0 c _ $0.8 $0.6 $0.4 -- - $0.2 --*--Budget —♦- iv r ao m o v .n iv r m m o m m m m o 0 .-1 rl rl rl N N N N N N N N N N N City of -Year to Year Change: Real Estate Excise Tax Real Estate Excise Tax 100% T 80% 80% 60% 40% 20% 0% -20 % -40% -60 % -80% 61% 17% 38% 40% 1% -1% -16% -57% r• m m o .-� N m V vi LO r• 0O m o rn m m M C. 0 0 0 0 0 0 0 0 0 M m rn rn o 0 0 0 0 0 0 0 0 0 0 N N N City Of u �tl!ol l �. c 8 0 04/21 /2010 amblin $0.7 $0.6 $0.5 $0.4 c 0 $0.3 $0.2 $0.1 $0.0 TaYAc Ri irlcint vc Orti inl Q Gl O w M O O O O OOCDCDOCD . N Ol Ol .O-� Ot O O O O O O O O O O O R ®CII}•Of.L 4 Year to Year Change: Gambling Taxes 100% 79% 80% - - 60% - 40% J26% j 19% 20%6% 3% 6% 0% -20% -4% -3% _S% -3% -23% -40% -41% -60% lff lD 1� OO Ol O .--1 N f+f tT Vl �D 1� 07 Ql O T T Oi O� Ql O O O O O O O O O O Oi T Ol O� Oi O O O O O O O O O O O N N N N N N N N N N r ityof r4t 04/21 /2010 2010 Year End Estimate and 2011-2013 Projections General Fund Revenue/Exp 2010 2010YrEnd 2011 2012 2013 (dollars in millions) 2009Actual Adopted Estimate Projection Projection Projection General Fund Revenue $ 97.34 $ 97.84 $ 95.45 $ 98.33 $ 100.83 $ 103.68 % Change from Previous Year 0.5% -1.9% 3.09/. 2.5% 2.V. General Fund Expenditure $ 97.20 $ 97.84 $ 97.20 $ 100.03 $ 101.67 $ 103.48 % Change from Previous Year 0.7% 0.0% 2.9% 1.6% 1.8% Operating Surplus (Deficit) $ 0-14 $ (0.00) $ (1.75) $ (1.70) $ (0.85) $ 0.19 Cityof ll = 6 Revenue Growth Assumptions 2010YrEnd 2011 2012 2013 Key Revenue Estimate Projection Projection Projection Sales Tax City Estimate -4.4% 7.5% 6.2% 5.5% State Estimate (FY) -3.9% 10.3% 5.2% 4.7% Property Tax City Estimate 2.3% 1.3% 1.5% 2.0% State Estimate (FY) 2.1% 1.7% 2.4 / 2.5% REST City Estimate -0.8% 10.0% 5.2% 5.5% State Estimate (FY) 8.3% 29.6% 3.7% 3.3% itYof.t el�l 0 04/21 /2010 Expenditure Growth Assumptions 2010 2010 Yr End 2011 2012 2013 Expenditures Adopted Estimate Projection Projection Projection Wage Under Negotiation Pension -21% -21% 46916 7% 9% Medical _ 11% 4% 81YO 8% 8% Library Neutral Baseline 2011-2012 Projection $120 •...k.... •w_...� tiea.r. 5100 M f40 I I 1 SFA I n $e0 52 M A .A A _I Actual Adopted nEnd E. Projected Projected Projected Pm),aed P.I..d 2W7 209 2009 2010 2010 211 2012 2013 2014 2015 Summa 2007 20E Aaual 20® Aaual 210 Ad d 2010 YrFnd Bt 2I1 P erred 2012 P eaed 2013 Pm'eaed 215 P wed Eapend'mre25L705 JAa.1 939,(W 93,6E7,106 95.17L399 97,342,052 97,23,32E 97r1W,6! 47 fi! 95,44$69E 97,19509E 9i379.340 10403LW4 104E25,R3 21.67.' 9.7 23,67E.8E3 10i.4E4,781 11430E.722Total 27,214.005 I Net Cha IFund Wl657393 4E1 724 731E ®0 3.094.7177657.944 762.5431156245E s E 04/21 /2010 General Fund Revenue Composition 2007GG Revenue Compsition 2011 GG Revenue Compsistion Uti� Utility ' 13 15% .iry of L - �-�0 State Legislative on Impact on City Operating Budget Negatively: * Privatization and restructuring of state liquor sales (impact unknown) * 0.3% B&O tax rate increase ($15k impact on General Fund and $5ok in Surface Water/Sewer utilities) Positively: e Reinstate Brokered Natural Gas ($25ok, included in baseline) o Temporary (3-years) sales tax on bottled water and candies (estimated $5ok+/- per year) �uCity of IItan i 10 (8) Monthly Financial Report March 2010 General Governmental Funds xr: 2rs• 1 2010 Variance '; Favorable (Unfavorable) Beginning Fund Balance AnnualActual S 23,300,854 .. $ 13,300,854 $ 11,616,561 .. $ 11,816561 S 11,955,285 .: $ 11,955,285 .. $ 11,955,285 $ - 0.0% OPERATING REVENUES Property Tax 29,050,790 1,145,756 30,660,522 960,777 31,364,643 982,841 1,037,146 54,304 5.5% Sales Tax 20,825,055 5,339,614 17.995,836 4,782,509 18,609,000 4,618,796 4,307,540 (311,255) -6.7% Sales Tax- Annexation Credit - - 2,132,110 564,676 2,248,000 595,369 511,021 (94,347) -14.2% Criminal Justice Sales Tax 1,755,469 383,405 1,650,350 436,358 1,743,000 460,855 413,523 (47,332) -10.3% Natural Gas Use Tax 253,377 73,239 242,891 56,975 - - 73,944 73,944 0.0% Admission Tax 197,740 46,705 260,269 57,167 260,0D0 57,108 75,236 18,129 31.7% Franchise Fees 998,288 240,795 1,039,031 259,992 1,040,0D0 260,234 320,478 60,244 23.1% Electricity Tax 4,580,037 1,199,377 4,963,151 1,479,929 5,150,000 1,535,645 1,381,772 (153,873) -10.0% Gas Tax 1,565,810 573,830 1,891,255 845,949 1,858,OD0 831,074 599,950 (231,125) -27.8% Transfer Station 380,961 67,151 283,985 52,193 230,0D0 42,272 62,164 19,892 47.1% TVCable 1,073,168 241,635 1,263,743 310,738 1,250,000 307,359 327,983 20,624 6.7% Phone/Telegraph/Cellular Phone 2,780,196 651,793 3,065,347 723,095 2,860,000 674,655 822,891 148,237 22.0% City Utilities 2,606,786 549,558 2,871,599 681,9D6 2,980,000 683,901 664,892 (19,009) -2.8% Leasehold Excise Tax 190,644 9,416 146,002 27,996 100,0D0 19,175 35,999 16,824 87.7% Gambling Excise Tax 2,157,029 498,286 2,141,720 569,842 2,000,000 532,135 336,398 (195,737) -36.8% Real Estate Excise Tax 2,800,103 577,456 2,418,456 483,801 2,400,000 480,120 487,709 7,589 1.6% Less: Municipal Facilities CIP REET (450,103) (288,728) (1,000,000) (211,038) (400,000) (84,415) (81,027) 3,389 -4.0% EMS Levy 890,998 85,744 1,170,657 - 897,095 - - - -100.0% Penalties& Interest on Delinquent Ta x 8,125 1,665 1,353 73 - - 329 329 0.0% Business License Fees 485,537 128,257 424,413 118,353 463,067 129,132 117,082 (12,050) -9.3% Other Licenses and Permits 257,477 54,265 176,851 39,415 157,250 35,046 62,268 27,222 77.7% Building Permits 2,034,225 787,036 1,683,082 455,149 1,766,059 477,588 453,658 (23,930) -5.0% Intergovernmental (Grants, etc) 3,734,887 715,162 3,820,932 766,431 3,895,228 1,103,708 1,103,708 - 0.0% Fire District 25 and 40 Contracts 5,013,549 - 5,869,198 8,109 5,554,723 19,525 19,525 - 0.0% Records, Duplicating, and Passport Fees 176,950 56,151 187,721 43,455 217,585 50,368 37,608 (12,760) -25.3% Public Safety 524,565 122,076 521,484 134,041 430,000 110,526 100,750 (9,775) -8.8% Development Service Fees 903,768 289,852 677,955 168,159 696,708 172,810 205,641 32,831 19.0% Culture and Recreation 1,678,818 229,562 1,631,486 219,431 1,572,240 211,463 226,688 15,226 7.2% Interfund/Interdept-Services 3,072,950 670,152 3,225,745 783,565 3,080,927 748,387 766,090 17,703 2.4% Fines and Forfeits 2,110,973 284,995 1,448,878 319,771 1,327,193 292,915 251,628 (41,287) -14.1% Photo Enforcement - - 2,36B,131 616,448 2,250,000 585,698 495,096 (90,602) -15.5% Interests and Other Earnings 735,910 133,095 535,314 111,818 434,300 90,718 73,008 (17,710) -19.5% Rents, Leases, and Concessions 676,919 215,574 677,960 232,834 720,780 247,539 241,192 (6,347) -2.6% Contributions and Donations 175,513 65,759 150,406 29,115 111,900 21,661 29,179 7,518 34.7% Other Miscellaneous 91,070 49,827 166,012 22,081 111,000 14,764 28,864 14,100 95.5% Agen•:yType Depos:ts (31,840) 146 1,202 175 - - 138 138 0.0% Transfer -in 381,364 577,0134 560,000 -100.0% Total Operating Revenues 93,687,106 15,198,607 97,342,052 16,151285 97,838,698 16,308,970 15,590,071 18,899 -4.4% OPERATING EXPENDITURES Legislative 245,441 64,482 247,225 61,632 267,957 68,593 65,280 3,312 4.8% CityAttorney 1,661,225 427,323 1,248,380 296,034 1,621,295 403,070 400,465 2,605 0.6% CityClerk 604,844 2D0,879 646,581 145,727 931,014 257,862 146,137 111,725 43.3% Court Services 1,744,122 392,418 1,819,731 462,719 2,011,393 482,628 499,117 (16,489) -3.4% Executive 966,373 232,642 1,499,747 348,810 1,635,047 385,505 407,609 (22,105) -5.7% Hearing E)eminer 166,820 41,086 171,911 43,524 200,440 50,067 43,412 6,655 13.3% Common, ty a nd Eco Dvl pmnt Admin - - 265,269 69,432 550,312 144,039 146,045 (2,006) -1.4% Development Services 4,178,096 977,219 3,615,129 943,965 3,247,282 800,519 836,089 (35,570) -4.4% Econom•c Development 1,875,749 485,912 1,244,175 318,971 1,277,641 329,608 305,673 23,935 7.3% P:ammng - - 1,525,460 330,141 1,238,235 267,980 316,376 (48,396) -18.1% Finance 1,909,652 522,306 1,969,936 587,513 1,964,890 562,088 443,082 119,OO6 21.2% Human Resources 981,306 256,662 853,063 203,059 913,669 228,979 213,772 15,207 6.6% Police 23,894,898 5,611,423 25,833,756 6,439,296 27,610,835 6,690,919 6,677,267 13,652 0.2% Fire 21,763,640 5,110,276 20,375,286 5,931,457 21,802,109 6,014,430 5,943,458 70,972 1.2% Facilities 3,614,850 880,519 - - - - - - 100.0% Parks 4,892,441 778,903 4,820,336 823,645 5,061,804 835,166 854,902 (19,736) -2.4% Recreation 4,383,163 966,085 7,878,458 1,911,669 4,936,795 1,158,646 1,107,561 51,085 4.4% Human Services 1,162,553 158,512 1,194,142 159,707 1,165,599 157,388 207,504 (50,116) -31.8% Community Resources & Events 367,627 59,680 348,185 62,782 355,694 60,853 64,287 (3,434) -5.6% Library 1,890,886 469,954 2,312,128 479,590 2,544,263 574,799 500,663 74,136 12.9% Museum 136,327 34,097 140,801 35,858 194,120 49,001 46,726 2,275 4.6% Public Works Administration 886,867 227,586 463,533 119,838 518,399 133,371 129,351 4,020 3.0% Street Maintenance 3,212,111 691,057 3,794,716 924,161 3,366,524 776,053 816,882 (40,829) -5.3% Technical Services 515,708 145,166 478,493 112,967 - - - - 100.0% Transportation 4,841,955 1,035,809 5,110,639 1,237,670 5,110,456 1,167,385 1,261,456 (94,070) -8.1% Debt Service 4,263,739 41,740 4,176,822 - 4,494,945 126,390 126,390 - 0.0% Non -Departmental 4,622,865 1,206,502 4,370,376 1,065,371 4,792,981 1,210,803 1,136,033 74,770 6.2% Other 142 , 7 99,3188 051 3202 2500 114 114 100.0%230 OperatingExpenditures 95, 04 17 258 ,5 720 1.0X7tai Total EndingFund Balance IS 11 i 561 S 7,478,995 $ 11,955 285 S 4,849,107 $ 11,955,285 1 $ 5,327,997 $ 4,849 818 478,179 Page 1 of 33 Monthly Financial Report March 2010 OVERVIEW This financial overview reflects the City's overall financial position for the fiscal year through March 31, 2010. Except as noted, year-to-date budgeted revenues and operating expenditures are generally based on the collection/disbursement patterns for the same period of the preceding year. The table on the previous page summarizes the general governmental fund revenues and expenditures. Revenues Taxes The combined collection of property tax, sales/use tax, utility tax, gambling, admissions, and real estate excise tax represents 70% of all resources supporting general governmental activities. The following section provides detail information on property, sales, utility, and other taxes. Property Tax March's collection is $548k, making the total year-to-date collection of $1 million or 3% of the total budget. In comparison to the previous year, the City collected $76k or 8°/. higher. Compared to the budget, the City is above projections by $54k or 6%. This difference in both the prior year and budget is primarily due to the homes and commercial properties that were delinquent in their property tax payments for 2009 and making their payments late 2009/early 2010, which would result in the City recording the amounts in January and February. Sales Tax March 2010 sales tax receipts totaled $1.3 million. Compared to the same month last year, it is $171k or 12% less. Compared to the projected current month's budget, it is under projections by $35k or 3%. The year-to-date collection is $4.3 million or 23% of the sales tax budget. This is $475k less than the last year and $311k below budget. Based on the year- to-date collection, the City is projecting sales tax revenues to be $17.2 million by the end of 2010, which is $1.4 million under budget. Property Yea r to Date through ■� •9,635 a�a $ $ $ 51,304 $ 41,885 445% $ 41,669 ' 432% 303,513 310,483 438,210 134,696 4%127,727 41% 647,845 662,723 547,632 (100,213) -15% (115,091) -17% ,9,,419 8063214 8,248,386 may 6,711,943 ; 6,866,083 _ Jun 113,279 115,881 Jul 104,757 107,163 Aug 66,589 68,118 Sep 250,296 256,044 ' _Oct 5,770,027 5,902,536 Nov 8,275,695 8,465,747 Dec 343,945 351,844 YTDTota! $ 960,777 $ 982,841 $ 1,037,146 $ 76,369 8% $ 54,305 6% Annual Total 1 $ 30,660,522 $ 31,364,643 Local Retail Sales Tax Revenues TFebM.r Yea r . Date through March M ays. $ 1,458,072 $ 1,459,527 $1,289,364 $ (168,709) -12% 1,863,430 1,834,595 1,728,588 (134,842)' -7% 2010 Budget % $ (170,163) -12% 106,007 -6% 1,461,007 1,324,674 1,289,589 (171,418) -12% 35 085 ! -3% Apr May Jun Jul Aug 1,398,021 1,367,908 - 1,490,778 1,603,693 - 1,361,808 1,464,336 - 1,443,891 1,547,213 - 1,551,415 1,662,544 - 5ep 1,454,550. 1,573,534 - Oct 1,560,217 1,610,574 - Nov 1,440,143 1,636,255 - Dec 1,512,506 1,524,146 - YTD Total 1 $ 4,782,509 $ 4,618,796 $ 4,307,540 $ (474,968) -10% $ (311,255) -7% Annual Tota# 1 $ 17,995,836 $ 18,609,000 Page 2 of 33 Monthly Financial Report March 2010 The following table breaks out the City's base sales tax (excluding Criminal Justice and Annexation Credit) by major business sectors: New Construction $ 1,194,024 $ 923,975 $ 666,951 $ 457,001 $ (466,974) 51% $ (209,950)I -31%_ Auto Sales 916,333 723,719 772,088 719,899 (3,820) -1% (52,188) General Retail 1,589,708 1,589,641 1 1,597,958 1,594,135 4,494 0% (3,824) --7% 0% Manufacturing 234,794 281,277 231,161 212,902 (68,374) -24% (18,259) -8% Wholesale _ 292,725 234,708 255,498 243,265 8,557 4% (12,2331 -5% Service 1,004 130 932,882 ' 947,442 952,299 19,417 1 2% 1 4,858 1% Other 107,895 96,301 147,698 128,038 31,7371 33% (19,660) -13% Total $ 5,339,610 $ 4,782,504 $ 4,618,796 $ 4,307,540 (474,963) -10% 1 $ 311,256) 7% Note: Excludes Annexation Credit and Criminal Justice Sales Taxrevenue. Utility tax March utility taxes revenue totals $1.3 million, which is $44k higher than the same month last year and ahead of budget by $75k. The year-to-date collection of $3.9 million is below the budget by $116k or 3% and is also $217k or 5% below 2009. The unfavorable comparisons in January and February is primarily due to higher than normal electrical and natural gas consumptions during winter months in 2009 that distorted the budget for these two months. At this time, the City is projecting utility tax revenues will meet our 2010 budget by the end of the year. UtilityTax Revenues IJan ! $ 1,413,641 1 $ 1,379,325 1 $ 1,282,930 $ (130,711) -9% $ (96,395) -7% F.b 1,485,870 1,449,801 1,354 933 (130,936) -9% (94,868) -7% Mar 1,251,275 ' 1,220,901 11295,732 44,457 4% 74,831 6% Apr 1,204,619 1,175,377 May 1,322,947 1,290,833 _ Jun 1,070,303 1 1,044,322 Jul 1,010,609 , 986,077 Aug1,201,122 ! 1,171,965 Sep 1,068,035 1,042,109 Oct 1,079,380 . 1,053,179 Nov 1,090,897 1,064,416 Dec 1,383,272 1,349,694 YTDTotal $ 4,150,785 $ 4,050,000 $ 3,933,596 I $ 217,190 5 $ 116,431 -3% Annual Total $ 14,581,971 $ 14,228,000 I The table below breaks out Utility Tax by source, the lower amount generated from Natural Gas is due to warmer temperatures in the 1st quarter of 2010 than 2009: Electrical f Natural Gas �- Cell _ „ Phone 1,199,377 647,069 393,898 257,895 . 241,635 67,151 1,479,929 902,924 467,855 255,239 310,738 52,193 681,906 1,465,957 528,883 540,839 273,266 355,815 65,470 819,797 819,797 1,381,772 673,894 553,363 269,528 327,983 62,164 664,8921 664,8921 -7% 25% 18% 6% 6% 19% -2% -2% -6% 27% 2% -1% -8% -5% 1 -19% 1-19%681,906 Cable TransferStatlon _ CityUtilities�549,558 YTDTotal 1 3.356.584 4.150.785 4.050.027 3.933.5961 -5% 1 -3% IYTDas%of 1 25% 28% 28% 1 1 1 Page 3 of 33 Monthly Financial Report March 2010 Other Taxes Real Estate Excise Tax The City collected $309k in Real Estate Excise Tax revenues (REET) in March. This is $127k above current month's budget and $126k ahead the same month last year. Year-to-date collection of $488k is $8k or 2% ahead the budget and is also $4k or 1% above 2009. A struggling real estate market is a major factor in the decline of REET. Almost all REET in recent months are generated from residential property transactions. The activities appear to be smaller in amount but steady in volume. We hope this trend will continue and not stop once the federal stimulus incentive expires. Gambling Tax March Gambling Tax collections total $63k. Year-to-date total of $336k is $233k or 41% below the year before; and $195k or 37% below budget. The lower tax collection is due to cross - the -board reduction in gambling activities. Pull tabs overall reduced by 25%, partially due to the change in business at Cascade Lane; and card - rooms are seeing over 30% lower in activities. Rea I Estate Excise Tax Revenues Jan $ 231,334 Yearto 229,560 _ _ _ 68,760 181,800 Date through $ 71,303 107 242 309,164 Mar h $ (160,031). -69% 37,952 55% 125,987 69% $ (158,257) 38,482 127,364 -69% 56% 70% Feb 69,290 Mar 183,177 Apr - May 141,038 308,077 139,944 305,736 Jun 211,295 209,688 Jul 201,960 200,400 Aug310,599 308,232 206,472 208,368 220,344 120,696 Sep 208,046 Oct 209,975 Nov 222,052 Dec 121,614 YID Tota1 $ 483,801 $ 480,120 $ 487,709 $ 3,908 1% $ 7,589 2% Annual Total $ 2,418,456 $ 2,400,000 Because these changes, the City is anticipating around $400k less in gambling tax revenue collection than budgeted by the end of the year. Franchise Fees Franchise Fees are due quarterly and the year-to-date revenue collections are $320k. This is $65k or 25% above the projected year-to-date budget and $60k or 23% higher than 2009. Jan 7 691 $ 186,179 135,608 127,917 1663% a• (50,571) -27% Feb 391,054 186,179 137,736 159,776 63,054 (253,317) SOS 044 -65% (48,443) -2 %% . _ (96.722 -61% Mar 171 097 -63% A r 177,856 1_66,087 167,006 May 178,840 Jun 186,920 174,551 - 170,752 - -- ---_-- --- Jul 182,851 Aug 210,237 196,325 162,248 _ Sep 173,745 Oct 176 490 164,811 Nov 146 960 137,236 Dec 137,979 128,849 YTDTotal $ 569,842 $ 532,135 $ 336,398 $ (233,444 -41% $ 195,737 -37% Annual Total $ 2,141,720 $ 2,000,000 Franchise Yearto Fees Revenue - through March $ 259 792 $ 255,537 $ 45,703 $ (214,089) -82% S(209,834) -82% 7lan Feb 200 102 274,776 274,576 137288% 274,674 269037% Mar ---- Apr _ 102,746 - Ma 258,593 132,005 lun _ Jul _ _ 260,647 --- 244,359 I - Aug _ _ Sep _ - 24,721 Oct _ 259,798 258,846 - Nov Dec 21,683 YTDTotal $ 259,992 $ 255,639 $ 320,478 $ 60,487 23% $ 64,8401 252i Annual Total 1 $ 1,039,031 $ 1,040,000 I Page 4 of 33 Monthly Financial Report Admission Tax Admission Tax returns are due quarterly in January, April, July, and October each year. January 2010 collections represent activities conducted during the 4th quarter of 2009. The report shows an increase of $18k from the year before, primarily due to the Landing 14 R 1 C' ht d' March 2010 Admission Ta x Revenue Jan $ 57,167 Year $ 58,965 Date through $ 74,777 $ March 17,610 31% $ 15,811 _ 27% Feb Apr Jul - 61,163 70,690 - 63,415 69,911 459 - 459 100% 459 100% Oct Nov 70,729 520 67,414 295 - _^ YTDTotal $ 57,167 $ 58,965 $ 75,236 $ 18,069 32% $ 16,271 28% Annual Total $ 260,269 $ 260,000 ega Inemas t a opene In mid -October 2008. The total 2010 revenue is $16k more than anticipated. Licenses and Permits These revenue sources reflect the collection of business licenses; building permits; and other licenses, fees, and permits. Building Permit Fees and General Business Licenses constitute 83% of the revenue in this category. As of the end of March, we have collected 2776 of the projected revenue from licenses and permits. The percentage of year-to-date actual to year-to-date budget is under by 1%. Licenses and Permits totaled $633k by the end of March. The following sections provide detail information for Building Permits and Business Licenses revenues. Building Permits and Fees revenues totaled $83k in March. The revenue swing between the high in January and the low in February is primarily attributable to the rush of getting permit completed prior to the new school impact fees took effect. The year-to-date development fees revenue of $415k is $26k less than the budget but is $5k higher than 2009. Business Licenses totaled $117k since the start of the year, which is 1% under last year and 9% below budget. The month by month comparison is not representative due to the payment timing shift of employers. The General Fund portion of the Business Licenses revenue is under the budget by $12k and $1k below last year. Building Year to Permits and Fees Date thrDUgh March Jan $ 106 633 $ 114,591 $ 285,826 $ 179,192 168% $ 171,234 1 149% Feb 124,555 133,851 46,586 77,969 -63% 87 265 1 -65% Mar _ 179,330 j 192,714 114,694 I _ 123,254 125,344 134,698 82,637 .(96,693) -54% _ (110,076)l : 57% Apr _ - - _ May Jun 131,705 141,534 Jul 106,810 I 114,781 - Aug119,439 I 128,352 I Sep 101,087 j 108,631 _ Oct _ Nov^ _ Dec 131,899 141,742 _ 82,516 169,5811 182,237 - yiDTot. I $ 410,519 1 $ 441,156 1 $ 415,049 $ 4,530 1% $ 126,107 -6% Annual Total I $ 1,493,593 $ 1,6057o59 Business Licenses Month Jan Yearto - $ 81,835 2010 Budget $ 89,289 2010 vs. 2009 O $ 77,955 $ 3,880 -5% li 2010 vs. Budget $ 11,334 -13% Feb 30,180 32,929 33,440 3,260 11% 511 2% Mar 613371 6,914 5,687 650 -10% 1,228 -18% Apr May Jun - Jul 73,055 14,185 9,352 80,579 79,709 15,477 10,204 87,918 Aug20,280 22,127 Sep 11746 1,905 Oct 84,002 91,653 _ Nov 18,937 20,662 _ Dec 3,922 4,279 YTDTota1 1 $ 118,353 1 $ 129,132 $ 117,082 $ 1,271 -1%1 $ 12,0�O9 Annual Total 1 $ 424,413 1 $ 463,067 Page 5 of 33 Monthly Financial Report March 2010 Intergovernmental These revenue sources include federal (direct and indirect) grants, state grants, state shared revenues, local grants, entitlements. State shared revenues and Fire Districts' 25 and 40 contracts compose 63% of the total revenues in this category. The year-to- date total Intergovernmental revenue Is $1.5 million or 14% of the budget. All grant revenues also have corresponding expenditures which will Note: Includes Cl Sales Tax be added to the City's budget through budget adjustment. State Shared Revenue collections totaled $944k since the start of 2010. Compared to the projected budget, State Shared Revenues are over by $45k or 5%. Compared to the prior year, the City is collecting $53k more or up by 6%. The actual collection that lags budget is primarily due to the reduced criminal justice sales tax (King County countywide sales tax decrease). SharedState Revenues. Crim Just Sales Tax ��• $ 436,358 Date through $ 460,855 I ��• r $ 413,523 $ 22,835 -5% $ 47,332 -10% Judicial Contribution 12,143 4,888 17,229 $ 5,086 1 42% 12,341 252% CrimJust - Pop _ CrimJust -S ecPro 4,291 16,479 - 16,015 4,619 17,557 328 1,078 8% 7% 4,619 1,542 100% 30% State DUI 3,668 1,993 3,942 274 , 7% 1,949 98% Lisuor Profits _ _ Li uorFxciseTax Fuel Tax 136,619 97,810 182,824 144,264 100,081 170,583 195,587 103,016 188,118 58,967 1 43% 5,205 5% 5,295 3% 51,322 2,935 17,535 36% 3% 10% YTDTotaI $ 890,192 $ 898,680 $ 943,5911 $ 53,399 i 6% $ 44,911 5% Annual Total $ 3,986,791 $ 3,988,931 Charges for Services These revenue sources consist of general government, public safety, plan review and inspection, culture and recreation, and interfund/interdepartmental-sales and services. Culture, recreation, interfund/interdepartmental-sales and services constitute 74% of the total revenue in this category. The year-to-date total charges for services are $1.3 million or 22% of the budget. This is 3% above budget projections. The following sections provide detail information for Plan Review with Inspection Fees, Recreation, and Interfund Services. Plan Review and Inspection fees are $204k since the start of the year. Compared to the budget, the City is collecting $30k or 17% more than anticipated revenue. Compared to the prior year, the City is collecting $35k or 21% more. Plan Review /Inspection Yearto Date through 2009 2010 vs. 2009 2010 vs. Budget Month Jan Actual $ 35,851 �a % $ 36,982 $ 98,294 $62,443 174% $61,312 166% Feb 45,883 47,331 41,012 (4,871) -11% (6,319) -13% Mar 86,425 89,153 64,399 22,026 -25% 24,754 ! -28% Apr 27,659 28,532 - May 58,715 60,569 Jun 43,085 44,445 » Jul 61,541 63,483 Aug43,348 44,716 Sep 36,509 37,662 - Oct 67,095 69,213 Nov _ 59,883 61,773 - Dec 109,397 112,850 YTDTotal $ 168,159 $ 173,466 $ 203,705 $ 35,547 21%I $ 30,239 17% Annual Total 1 $ 675,391 $ 696,708 1 1 Page 6 of 33 Monthly Financial Report Recreation revenues totaled $227k since the start of the year. Compared to the projected monthly budget, the City collected $21k or 27% more. Compared to the same month the prior year, the City collected $18k or 22% more. Based on the current month's collection, the City is projecting Recreation revenues to meet the budget projection for 2010. The year-to-date collections for Interfund Service revenues are $766k. Compared to the projected budget, the revenues are above by $18k or up by 2%. Compared to the prior year, the revenues are under by $17k or down by 2%. Fines and Penalties These revenue sources contain civil (penalties, infractions, and parking), criminal (traffic, non - traffic, and costs), and non -court fines, forfeitures, and penalties. The table below breaks down these fines by type. The year-to-date total fines and penalties is $747k. This is $189k lower than a year ago and $133k under budget. Part of the difference is due to the timing of revenue recognition, which contributed to the variance in January and will be caught up at the end of the yea r. There are also substantial decline in the photo enforcement fines, which we expect to continue. The decline is due to driver behavior changes in the areas with photo enforcement programs; and March 2010 lap rr• r r r r � r rr IF. R(5,422) � $ 65,409 $ 63 034 $ 62,673 $ 2 736 �% 72,988 70,337 64,915 (8,072) -11% 81,034 78,092 99,100 18,065 22% 21,008 27% 141,783 136 635 _May _ 145,050 139,783 Jun 154,237 148,636 Jul 429,059 413,478 Aug 203,222 195,842 _ Sep 123,439 118,956 Oct 79,452 76,566 Nov 61,971 59,720 Dec 73,842 71,161 YTD Total $ 219,431 $ 211,463 $ 226,688 $ 7,257 3% $15,226 7% Annual Total $ 1,631,486 $ 1,572,240 i Year Interfund . D.through Services rr• r r r r r r rr• r� ... 4%, S 876 0% Jan $ 253147 i $ 241782 $ 242,658 $ 30489 Feb 243,496 232,565 273,674 30,178 _ 12%' 41,110 18% __ _ _ Mar _ 286,921 274,040 249,758 (37,163) -13_% (24,282) -9% pA r -f 280,094 267,520 - _ May 282,056 269,393 June 270,778 263,897 258,622 252,050 _ Jul Aug_ 258,386 246,785 y _Sep 265,902 253,965 Oct 266,313 281,154 273,599 254,357 268,532 261,316 - Nov _ Dec _ YTDTotal C $ 783,565 $ 748,387 $ 766,090 $ 17,474 -2% $17,703 24% Annual Total I $ 3,225 745 $ 3 080,927 r• Jan $ 280,849 Mar 370,244 r i $ 262,296 347,334 r•r r r rr• r i $ 239,080 i $ (41,769) -15% $ (23,215) -9% IFe,2 ,794)%68) _-15% 279,311 (90,933) -25% (68,023) 20% Apr 331,546 May 310,888 Jun 330,829 310,184 290,518 310,311 • Jul 321,486 Aug256,668 307,795 1 238,715 Sep _ 269,199 Oct 318,272 250,627 297 690 -� Nov 368 928 345,586 346,1351 Dec 372,972 TDTotal $ 936,219 kAn I $ 879,630 I $ 746,724 $ 189,496 -20% $ (132,907) -15% ual Total $3,817,008 1 $3,577,193 I the recent change in speed enforcement threshold in school zones. These factors contributed to the reduction in photo enforcement revenue by 30% in February and 40% in March when compared with the same period in 2009. At this point, the City is projecting Fines and Penalties to be under budget by $700k by the end of 2010. Page 7 of 33 Monthly Financial Report March 2010 Fines and ... Penalties byType - through March Revenue Civil penalties r.• $ 2010 $ Budget2,862 2010 vs. 2009 r r �a $ 2,434 $ (908) -27% $ 428 -15% Civil Infraction Penalties Civil Parkin Infraction Penalties 1 1 a 156,960 31889 126,678 (46,221) -27% 27,571 9 661 -26% (30,282) 4 318 -19% -14% Photo Enforcement Pro ram 6 585,698 495,096 {121.352} -20% (90,602) -15% CrimTraffic Misdemeanor Fines _ Criminal Non Traffic Fines u - 25,020_ 14,109 19,985 13,132 15,107 (9,913) -40% 4,907 (9,203) -65% (4,878) (8,226) -24% -63% Criminal Costs 52,521 14,648 56,459 12,646 64,167 11,645 22% 1 10,765 (3,883) •27% 7,707 (1,881) 14% -15% __ __ Non -Court Fines, Forfeitures and Penalties YTDTota1 $ 936,219 $ 879,630 $ 746,724 $ 189,496 -20% $ 132,907 -15% Annual Total $3,817,008 $3,577,193 Included in the Fines and Penalties revenue budget is $2.3 million from the Photo Enforcement program. The budget was based on the prior year revenue. The year-to-date collections from this program equates to $495k. The associated costs includes the equipment provided by American Traffic Solutions Inc (ATS), we are also dedicating 2 FTEs in the Court Division to process the increased caseload and 1.1 FTEs in the Police Department for support services. These staffs time along with a 90% pro tem budget and interpreter costs amounts to $362k for personnel costs. The total costs for the program equates to $842k which is represented in the table. Miscellaneous This revenue source reflects the collection of interest and other earnings, rents, leases, and concessions, contributions, and donations from private sources, and other miscellaneous revenues. Interest and other earnings along with rents, leases, and concessions constitute 84% of the total revenue in this category. The year-to-date total miscellaneous is $372k. Compared to the projected year-to-date budget, the revenues are over by $16k or up by 4%. Photo Enforcement Year .Date through Program March . ..._..._____._- Jan Revenues Budget. $ 182,568 $ 173 461 S187,281 Expenses .. $ 49 148 Favorable .... S 71,970 115,311 _ Feb 175,461 166,708 135,565 49,023 72,434 63,131 Mar 258,420 245,529 172,250 48,867 71,. 70_i _ 100,280 Apr 220,085 209,106 - 49,262 May 202,192 192,106 49,207- Jun 234,868 223 152 48,930 49,074 _ Jul 151,075 143,538 - - i 151,114 143,576 - 48,747 _ Sep 157,730 149,862 - 48,869 - - Oct� 198,086 188,205 - 48,622 - - Nov 253,056 240,433 - 49,269 - � - Dec 183,477 174,322 51 319. YTD Total $ 616,448 $ 585,698 $495,096 $147,038 $ 216,373 $ 278,722 lAnnualTotall 2,368,131 $2,250,000 $590,336 Actuals of Revenues and Expenses Miscellaneous Revenues by - Year ... through March Month r r• r r r� r r � r• r Ja $ 143,245 $ 129,038 $ 170,998 $ 27,753 19% 41959 33% Fn Feb 192,680 173,570 86,124 (106,555) -55% (87,446) -50% _Mar _ 59,923 53,980 115,122 55,199 92% 61,142 113% Apr 100,349 90,397 May 156,161 140,673 Jun 100,207 90,269 Jul 219,671 197,884 Aug _ 80,681 i 72,680 ' Sep 131,358 118,330 _ Oct 76,125 68,575 _ 73,002 65,762 Nov Dec 196,289 176,822 YTDTotal $ 395,848 $ 356,588 $ 372,244 $(23,604) -6% $ 15,655 4% Annual Total $1.529,692 $1,377,980 Miscellaneous Revenues byType Yearto - through Interests and Other Earnings rr• $ 111,818 1 1 $ •112,386 r r $ 73,008 010 vs. 2009r $(38,810) -35% $(39,378) •35% Rents, Leases, a_ndConcessions 232.834 186,521 241,192 8,358I 4% 54,671 29% Contributions/Donations from Private So,-rces 29,115 28,957 29,179 64 0% 222 1% Other 22,081 28,724 28,864 6,783 31% 140 0% YrD Total $ 395,848 5 356,588) $ 372,244 $ (23,604) 66% $ 15,655 4% Annual Total $1,529,692 $1,377,980. Page 8 of 33 Monthly Financial Report March 2010 EXPENSES The City has completed the year and our operating costs are running below the trends from prior years. Overall the City has expended 23% of its budgeted general governmental expenditures. The table on page 1 gives the expenditure budgets for each department. Some of the budgeted expenditures will be carried forward from 2009 to complete projects we have started and not yet completed as well as budgeted expenditures related to grants. ENTERPRISE FUNDS The table below gives an analysis of all City Enterprise funds. Displayed are the year-to-date revenues and expenditures for each enterprise. Included in each fund are the capital revenues and expenditures. REVENUES: Licenses and permits Grants Charges for services Interdepartmental services Rents, leases, and miscfees Interest and other misc TOTAL REVENUES EXPENSES: Utilitybilling Utilitysystems Utility maintenance Transportation Golf TOTALEXPENSES AMOUNTAVAILABLE FOR DEBTSERVICE DEBT SERVICE: Principal Interest and other debt service costs TOTAL DEBT SERVICE CAPITAL PROJECTS TRANSFERS IN/(OUT) CHANGE IN FUND BALANCE BEGINNING FUND BALANCE,January1, 2010 ENDING FUND BALANCE, March 31, 2010 Surface Bond/Rate Airport Solid Waste Golf Course Water Utility Wastewater Water Stabilization Utility Utility Utility Funds - - 16,125 14,550 61,220 - - - - 176,162 2,755 251,283 3,737,155 2,265,531 4,262,126 1,237,322 838 69,939 26,578 114,385 306,549 54,933 24,000 26,293 - - 48 48 33,149 24,767 24,767 41,149 2,828,389 610,905 541,692 517,939 - 35,832 1,129,452 2,159,166 394,946 242,660 - - - - 385,645 242,660 385,645 2,897,370 1,765,124 2,725,625 954,034 131,608 75,431 963,088 694,991 1,630,294 629,661 48 - 5,673 - - - - 393 875 350 525 F nFF - R7F :tFn c?s 86,871 159,439 - 185,384 285,486 286,462 44,737 (240,936) 963,088 508,732 1,344,458 342,674 48 034 7 122 7 Page 9 of 33 Monthly Financial Report March 2010 INTERNAL SERVICE FUNDS The table below gives an analysis of all City Internal Service Funds. Displayed are the year-to-date revenues and expenditures for each internal service. Included in each fund are the capital revenues and expenditures. REVENUES: Grants Charges forservices EquIpment renta I m&o Telecommunications Printand mail Communications Facilities Data cards and cell phones I T s e rvi ce contracts Interest and other misc Internal service fund misc: Vehicle/equipment capital recovery Insurance premiums Worker's compensation / unemployment Benefit premiums Other misc Disposal ofcapital assets Insurance recoveries TOTAL REVENUES EXPENSES: Communications Equipment rental Facilities Healthcare Information technology Print and mail Retiree healthcare Risk management TOTAL EXPENSES AMOUNTAVAILABLE FOR DEBTSERVICE DEBT SERVICE: Principal Interest and other debt service costs TOTAL DEBT SERVICE CAPITAL PROJECTS TRANSFERSIN TRANSFERS (OUT) CHANGE IN FUND BALANCE BEGINNING FUND BALANCE, January 1, 2010 ENDING FUND BALANCE, March 31, 2010 Equipment Information Retiree Facilities Communications Insurance Healthcare Rental Technology Healthcare 525,164 490,633 71,436 - 26,834 84,366 - 135,006 - 1,044,073 - 28,094 - - 62,686 - - - 14,367 5,939 386 333 18,125 17,415 9,657 359,714 249,170 - - - - - - 552,217 325,649 - - - 2,748,443 439,169 194,716 - 43,124 39,999 9,838 899.245 934.792 1.044.459 219.705 939.115 3.000,S73 458.664 480,071 750,700 - 955,133 96,713 2,225,669 121,206 272,590 1,015,733 480,071 750,700 955,133 217,919 1,015,733 2,225,669 272,590 419,174 184,092 89,326 1,786 (76,618) 774,904 186,074 373,204 129,618 25,000 29,408 Page 10 of 33 Monthly Financial Report THE SCORE March 2010 The South Correctional Entity (SCORE) is a public development authority (PDA) that was formed to build and operate a new 822-bed misdemeanor jail in South King County. SCORE is made up of cities located in South King County and they are Auburn, Burien, Des Moines, Federal Way, Renton, SeaTac, and Tukwila. The City of Renton is the principle of the PDA as well as acting as the treasurer and fiscal agent for SCORE during the planning and development phase. The design and permit work, construction bid opening, and bond sell has been completed. The current estimated total development and construction cost for the project is around $95 million, including capitalized interest and startup costs. The bonding is $87 million with the remaining $8 million to be financed by member contributions. The City of Renton is obligated for 36% of the bonds issued. The table below lists the year to date financing sources and uses of the SCORE: SCORE REVENUES: Interlocal city contribution Auburn - B u ri e n 4,000 Des Moines - Federal Way Renton - Seatac 3,000 Tukwila - Interestand othermisc 85,609 Bond proceeds - Tax Credit (BABs) TOTAL REVENUES 92,609 EXPENSES: Salaries and wages Benefits - Supplies 604 Professional services 398,996 Intergovernmental 54,966 Construction 9,682,726 TOTAL EXPENSES 10,137,292 AMOUNT AVAILABLE FOR DEBT SERVICE (10,044,683) DEBT SERVI CE: Pri nci pa I - Interestand other debt service costs 860,942 TOTAL DEBT SERVICE 860,942 CHANGE IN FUND BALANCE (10,905,624) BEGINNING FUND BALANCE,Januaryl, 2010 80,644,637 ENDING FUND BALANCE, March 31, 2010 69,739,013 Page 11 of 33 Monthly Financial Report March 2010 FUND BALANCE Page 13 shows the ending fund balance as of March 2010. The City's fund balance is a combination of current deficit/surplus of funds which have accrued from unexpended operating budgets and unanticipated excess revenues and from balances accumulated from prior years. The prior year balances (or beginning balance) includes funds identified as being reserved for specific purposes or required to meet current year appropriations. These balances also provide financial stability to the City's operation during uncertain times and provide a layer of security to bondholders. At the end of March, the City has $4.8 million reported in combined general governmental fund balance of current year operating budget, which is approximately 5% of budgeted operating expenditures. This is a decrease of $7.1 million from the beginning balance of January 1, 2010. March's ending fund balance is under the anticipated General Governmental Fund Balance of $5.7 million by $831k. Although the ending fund balance is under projections, it is consistent with prior year trends since the City will not received the first portion of property tax revenues for 2010 until April and May. CONTACT INFORMATION This report is prepared by the Finance Division of the FIT Department. For additional financial information, please also review our website: http://www.rentonwa.govL. For any questions about the report, please feel free to contact us at hnguyen@rentonwa.gov or iwang@rentonwa.gov. Page 12 of 33 Monthly Financial Report March 2010 City of Renton All Funds - Revenue, Expenditures and Fund Balances Cash Basis through March 31, 2010 Balance Budgeted Revenue Total Funds Budgeted Expenditure Funds 01/01/2020 Revenue 03/31/10 Available Expenditure 03/31/10 Ending Balance GENERAL GOVERNMENT FUNDS: 11,955,285 97,838,698 15,590,071 27,545,356 97,838,698 22,695,538 4,849,818 000General 8,535,013 74,198,436 11,941,595 20,476,608 71,418,283 17,846,883 2,629,725 001 Community Services 958,009 9,544,866 1,857,318 2,815,327 10,354,293 2,026,750 788,577 003 Street 1,391,648 7,149,882 1,266,240 2,657,888 8,476,980 2,078,338 579,550 004 Community Dev Block Grant (6,528) 294,148 81,177 74,649 296,503 68,480 6,169 005 Museum 64,705 192,621 112 64,817 194,120 46,726 18,091 006Ubra ry 706,011 1,888,252 19,115 725,126 2,544,263 500,663 224,463 009 Farmers Market 60,571 44,280 10,900 71,471 34,311 1,308 70,163 010Fire Memorial 936 - (700) 236 - - 236 011 Fire Health & Wellness 4,303 25,000 6,612 10,915 25,000 10,915 031 Park Memorial 175,066 - 568 175,634 - - 175,634 201 Ltd GO Bonds Gen Govt Debt 1,448 2,033,177 172,343 173,791 1,984,625 2,400 171,391 215 Gen Govt Misc Debt Service 64,103 2,468,036 234,791 298,894 2,510,320 123,990 174,904 SPECIAL REVENUE FUNDS: 102Arterial Street 200,686 620,000 246,227 446,913 620,000 - 446,913 108 Leased City Properties 837,613 941,533 324,923 1,162,536 581,940 476,218 686,318 110 Hotel Motel 247,828 245,000 87,455 335,283 245,000 115,834 219,449 118 Reserve for Paths & Trails 3,264 - 14 3,278 - - 3,278 125 1% For Art 143,796 15,000 472 144,268 50,000 86 144,182 127 Cable Communication 89,391 85,000 13,826 103,217 85,674 8,500 94,717 135 Springbrook Wetlands Bank 459,528 1,499 461,027 461,027 DEBT SERVICE FUNDS: 2191989 Unlimited GO Bonds 79,340 79,340 1,388 79,340 CAPITAL PROJECT FUNDS (CIP): 303 Community DevMitigation 1,066,593 60,000 7,384 1,073,977 - 1,073,977 304 Fire Mitigation 2,363,522 100,000 19,401 2,382,923 560,000 2,382,923 305Transportation Mitigation 2,167,133 200,000 (56,970) 2,110,163 700,OD0 2,110,163 316 Municipal Facilities CIP 6,933,186 730,000 212,530 7,145,716 1,653,454 461,949 6,683,767 317 Transportation CIP 2,892,341 15,692,002 3,188,960 6,081,301 16,126,973 2,279,622 3,801,679 318 So Lake WA Infrastructure Proj 114,039 - 373 114,412 - - 114,412 _ 326 Housing Opportunity 201,653 661 202,314 202,314 ENTERPRISE FUNDS: 402Airpon 415,929 1,917,163 310,979 726,908 1,001,800 242,660 494,248 403Solid Waste Utility 326,034 15,000,000 3,860,457 4,186,491 15,000,000 2,897,371 1,289,120 404 Golf Course 798,278 2,483,545 309,509 1,107,787 2,566,837 434,186 673,601 422 Airport Capital 633,154 1,578,000 63,290 696,444 1,578,000 86,871 609,573 424 Golf Course Capital 287,523 150,000 706 288,229 150,000 116,964 171,265 INTERNAL SERVICE FUNDS: 501 Equipment Repair/Replacement 4,593,399 3,631,241 899,245 5,492,644 2,791,684 853,275 4,639,369 5021nsurance 6,039,509 3,287,584 939,114 6,978,623 4,170,106 1,015,733 5,962,890 503Information Services 1,647,931 4,105,387 934,792 2,582,723 3,715,819 880,319 1,702,404 504 Facilities 91,175 4,555,485 1,044,459 1,135,634 4,176,210 980,133 155,501 505Communications 111,818 1,049,671 219,705 331,523 877,560 247,327 84,196 512Insurance, Healthcare 4,792,452 12,358,471 3,000,573 7,793,025 12,462,810 2,225,669 5,567,356 522Insurance, Leoffl Retirees HC 2,820,473 2,235,684 458,663 3,279,136 2,248,907 272,590 3,006,546 FIDUCIARY FUNDS: 611 Firemen's Pension 4,332,817 300,000 4,553 4,337,370 550,475 102,791 4,234,579 Balance Budgeted Revenue Total Funds Budgeted Expenditure Funds 01/01/2010 Revenue 03/31/10 Available Expenditure 03/31/10 Ending Balance ENTERPRISE FUNDS: COMBINED UTILITIES 13,931,093 42,352,430 8,399,776 22,330,869 42,554,258 6,203,863 16,127,006 405WaterUtility 4,294,833 11,316,610 2,406,033 6,700,866 11,319,531 1,765,998 4:934,161 406 Waste Water Utility 1,887,815 6,070,737 1,414,580 3,302,395 6,389,869 821,769 2:480,626 407Surface Water Utility 2,448,845 5,768,148 1,379,761 3,828,606 5,647,923 954,559 2874,047 416 IGng County Metro 46,504 11,211,935 2,902,967 2,949,471 11,211,935 1,904,205 1045,266 425 Water Utility Construction 2,862,275 2,960,000 54,081 2,916,356 2,960,000 185,384 2,730,972) 426 Waste Water Construction 841,219 2,775,000 38,373 879,592 2,775,000 285,486 594,106 427Surface Water Construction 1,533,997 2,250,000 203,933 1,737,930 2,250,000 286,462 1,451,468 461 Waterworks Bond Reserve - - - - - 471 Waterworks Rate Stabilization 15,605 48 15,653 15,653 481 Future W/S Bond Proceeds - - - - 1 Note: Waterworks Utility Funds are managed as a system and are designated by the dotted lines Page 13 of 33 City of Renton General Government Financial Position 2010 Budget Year General Government Summary $ Difference w/beginning Revenues Expenditures over(under) balance 11,955,285 January 4,881,556 7,161,528 (2,279,972) 9,675,313 February 10,472,029 15,011,456 (4,539,427) 7,415,858 March 15,590,071 22,695,538 (7,105,467) 4,849,818 April May June July August September October November December Rev/Exp 110,000,000 100,000,000 90,000,000 80,000,000 70,000,000 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 IIIIIIIIIIIIIIIIIIIIIevenues � FYnp nrl iti i rpc Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Difference 7,000,000 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 (1,000,000) (2,000,000) (3,000,000) (4,000,000) (5,000,000) (6,000,000) (7,000,000) Page 14 of 33 City of Renton Monthly Revenue Analysis - 2010 Budget Year General YTD Annual % Government Budget Actual over (under) Jan 4,878,237 4,881,556 0.07% Feb 10,773,019 10,472,029 -2.79% Mar 16,233,397 15,590,071 -3.96% Apr 29,019,936 May 43,806,298 Jun 48,958,484 Jul 55,020,570 Aug 60,711,847 Sep 65,338,639 Oct 76,560,738 Nov 92,025,122 Dec 97,838,698 Percent of budget 15.93% YTD Annual% Property Tax Budget Actual over(under) Jan 9,635 218,705 2169.90% Feb 320,118 489,513 52.92% Mar 982,841 1,037,146 5.53% Apr 9,231,227 May 16,097,311 Jun 16,213,191 Jul 16,320,354 Aug 16,388,472 Sep 16,644,516 Oct 22,547,053 Nov 31,012,799 Dec 31,364,643 Percent of budget 3.31% Millions $100 $90 $80 $70 $60 $50 $40 $30 $20 $10 Millions $33 $30 $27 $24 $21 $18 $15 $12 $9 $6 $3 Total Revenue General Government Property Tax Iap - � ,mac 13� PJ� 9-11 a& lk�!011 < ec Page 15 of 33 City of Renton Monthly Revenue Analysis - 2010 Budget Year YTD Annual % Millions Sales Tax Budget Actual over (under) $21 Jan 1,688,260 1,442,659-14.55% $18 Feb 3,848,016 3,376,692-12.25% Mar 5,540,865 4,818,562 •13.04% $15 Apr 7,161,203 $12 May 8,888,836 Jun 10,537,549 $9 Jul 12,138,293 $6 Aug 13,935,185 Sep 15,628,456 $3 Oct 17,436,835 $- Nov 18,929,142 Dec 20,857,000 Percent of budget 23.10% Note: Includes Funds 108, 318, 501, and 503. Excludes CJ Sales Tax and Natural Gas Use Tax. YTD Annual % Utility Tax Budget Actual over(under) Jan 1,379,262 1,282,930 -6.98% Feb 2,829,096 2,637,863 -6.76% Mar 4,050,000 3,933,596 -2.87% Apr 5,225,375 May 6,516,282 Jun 7,560,617 Jul 8,546,617 Aug 9,718,578 Sep 10,760,779 Oct 11,813,935 Nov 12,878,332 Dec 14,228,000 Percent of budget 27.65% Note: Includes Natural Gas Use Tax. Sales Tax >a1, A? lac 0 `SaJ -ip �� PO 49 CPI �o O� Page 16 of 33 City of Renton Monthly Revenue Analysis - 2010 Budget Year Licenses/ YTD Annual % Permits Budget Actual over(under) Jan 220,191 394,387 79.11% Feb 415,373 496,041 19.42% Mar 640,289 633,007 -1.14% Apr 866,016 May 1,046,903 Jun 1,224,807 Jul 1,451,179 Aug 1,631,518 Sep 1,759,093 Oct 2,024,220 Nov 2,153,967 Dec 2,386,376 Percent of budget 26.53% Note: Includes Fund 318. F-Interg,W]l YTD Annual% Budget Actual over (under) Jan 338,139 371,847 9.97% Feb 787,424 1,023,691 30.01% Mar 1,195,183 1,536,757 28.58% Apr 1,622,082 May 4,801,888 Jun 5,177,187 Jul 5,578,231 Aug 6,648,613 Sep 7,098,457 Oct 7,710,824 Nov 10,857,610 Dec 11,192,951 Percent of budget 13.73% Note: Includes CJ Sales Tax. Millions $2.40 $2.10 $1.80 $1.50 $1.20 $0.90 $0.60 $0.30 Licenses & Permits lac Q110 mac V:0 1Jo ;�, PO I:p Cc, �o O� Millions Intergovernmental $12 rN1111 Budget 1 $11 -Actual $10 Last Year $9 $8 $7 $6 .. $5 - $4 $3 ki� $2 $1 $- ,ao Page 17 of 33 City of Renton Monthly Revenue Analysis - 2010 Budget Year Chargesfor YTD Annual% Svcs Budget Actual over (under) Jan 391,334 445,172 13.76% Feb 791,905 869,415 9.79% Mar 1,295,331 1,336,778 3.20% Apr 1,774,948 May 2,308,362 Jun 2,817,547 Jul 3,611,251 Aug 4,145,264 Sep 4,604,070 Oct 5,058,558 Nov 5,489,415 Dec 5,997,460 Percent of budget 22.29% Fines & YTD Annual % Forfeits Budget Actual over (under) Jan 262,296 239,080 -8.85% Feb 532,296 467,413 -12.19% Mar 879,630 746,724 -15-11% Apr 1,189,814 May 1,480,333 Jun 1,790,644 Jul 2,098,439 Aug 2,337,154 Sep 2,587,781 Oct 2,88S,471 Nov 3,231,058 Dec 3,577,193 Percent of budget 20.87% Millions $7 Charges for Services lac �? fat V$t `SaJ ,Jo �� PO 49 OP" �o O� Page 18 of 33 City of Renton Monthly Revenue Analysis - 2010 Budget Year FOthe,T,,e,] YTD Annual % Budget Actual over(under) Jan 424,298 315,778 -25.58% Feb 887,009 854,174 -3.70% Mar 1,210,805 1,175,121 -2.95% Apr 1,527,046 May 2,129,929 Jun 3,055,413 Jul 3,781,909 Aug 4,301,294 Sep 4,584,474 Oct 5,408,386 Nov 5,791,753 Dec 6,297,095 Percent of budget 18.66% F—lw7.,cBudget YTD Annual% Actual over(under) Jan 129,034 170,998 32.52% Feb 302,604 257,122 -15.03% Mar 356,594 372,244 4.39% Apr 446,989 May 587,653 Jun 677,925 Jul 1,416,302 Aug 1,488,990 Sep 1,066,818 Oct 1,135,400 Nov 1,201,158 Dec 1,377,980 Percent of budget 27.01% Millions $7 Other Taxes Page 19 of 33 City of Renton Monthly Revenue Analysis - 2010 Budget Year YTD Annual % REET Budget Actual over (under) Jan 229,560 71,303 -68.94% Feb 298,320 178,545 -40.15% Mar 480,120 487,709 1.58% Apr 620,064 May 925,800 Jun 1,135,488 Jul 1,335,888 Aug 1,644,120 Sep 1,850,592 Oct 2,058,960 Nov 2,279,304 Dec 2,400,000 Percent of budget 20.32% Note: Combines Funds 201, 215, 316, and 318 Page 20 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year General YTD Annual % Government Budget Actual over (under) Jan 7,055,149 7,161,528 1.51% Feb 15,023,132 15,011,456 -0.08% Mar 22,448,111 22,695,538 1.10% Apr 30,034,524 May 37,370,469 Jun 45,896,133 Jul 54,113,605 Aug 61,992,556 Sep 69,771,711 Oct 77,459,876 Nov 85,382,853 Dec 97,838,698 Percent of budget expended 23.20% YTD Annual% Legislative Budget Actual over (under) Jan 21,938 21,032 -4.13% Feb 44,183 43,671 -1.16% Mar 68,592 65,280 4.83% Apr 91,263 May 113,769 Jun 136,495 Jul 158,472 Aug 180,456 Sep 202,484 Oct 224,540 Nov 246,799 Dec 267,957 Percent of budget expended 24.36% Millions $100 $90 $80 $70 $60 $50 $40 $30 $20 $10 Total Expenditures General Government 1a"1 Sea mac 0Q I;p ;�, vo 41, &'- �o O� $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 Legislative ,ate Few mac V: � tea, ,:p ;P $, 5.0 O& �0 p c Page 21 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year YTD Annual % Court Services Budget Actual over (under) Jan 152,504 168,470 10.47% Feb 317,136 328,318 3.53% Mar 482,634 499,117 3.42% Apr 655,111 May 827,668 Jun 1,002,217 Jul 1,170,590 Aug 1,338,240 Sep 1,505,085 Oct 1,673,117 Nov 1,832,379 Dec 2,011,393 Percent of budget expended 24.81% YTD Annual% Executive Budget Actual over (under) Jan 105,591 134,784 27.65% Feb 250,653 272,736 8.81% Mar 385,511 407,609 5.73% Apr 521,891 May 654,166 Jun 785,689 Jul 935,460 Aug 1,087,274 Sep 1,225,811 Oct 1,370,153 Nov 1,499,437 Dec 1,635,047 Percent of budget expended 24.93% Millions Executive $1.80 Budget $1.50 Actual Last Year $1.20 $0.90 $0.60 $0.30 00 Page 22 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year YTD Annual % Finance Budget Actual over (under) Jan 231,228 145,053 -37.27% Feb 387,182 286,770 -25.93% Mar 562,096 443,082 -21.17% Apr 721,488 May 901,039 Jun 1,058,643 Jul 1,218,526 Aug 1,384,265 Sep 1,543,696 Oct 1,663,318 Nov 1,820,765 Dec 1,964,890 Percent of budget expended 22.55% YTD Annual % City Attorney Budget Actual over (under) Jan 106,795 127,162 19.07% Feb 246,680 266,526 8.05% Mar 403,070 400,465 -0.65% Apr 549,408 May 691,207 Jun 825,807 Jul 1,028,793 Aug 1,108,058 Sep 1,244,944 Oct 1,384,635 Nov 1,520,418 Dec 1,621,295 Percent of budget expended 24.70% Millions $2.10 $1.80 $1.50 $1.20 $0.90 $0.60 $0.30 Finance Iap �? `Say 0 `SaJ IJp >� V0 le &II IIIoI pe Millions $1.80 $1.60 $1.40 $1.20 $1.00 $0.80 $0.60 $0.40 - $0.20 City Attorney Budget -Actual --- Last Yea r >a"I IIV `1`ac PQc `SaJ lip ;�, PJ :PQ op, �o Oe Page 23 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year Human YTD Annual % Resources Budget Actual over(under) Jan 62,623 71,457 14.11% Feb 147,649 141,160 •4.39% Mar 228,975 213,772 -6.64% Apr 310,346 May 392,750 Jun 470,604 Jul 544,958 Aug 617,312 Sep 693,968 Oct 769,666 Nov 841,727 Dec 913,669 Percent of budget expended 23.40% Millions $1.00 $0.90 $0.80 $0.70 $0.60 $0.50 $0.40 $0.30 $0.20 $0.10 Human Resources Nb 11, >Sac PQc �Sa� >�c >J\ PJ� 5eQ do , Oe° YTD Annual % Millions Publ Public Works Budget Actual over (under) $1.20 =" Budg( Jan 40,311 42,532 5.51% Feb 86,173 86,114 -0.07% $0.90 -Actua �-- Last Y Mar 133,892 129,351 -3.39% Apr 179,050 May 221,237 $0.60 Jun 264,331 Jul 308,727 Aug 353,278 $0.30 Sep 394,646 Oct 441,919 $- Nov 483,769 Dec 518,399 Percent of budget expended 24.95% Note: For comparative purposes history does not include Development Svcs division (now in CED). Page 24 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year Other City YTD Annual % Services Budget Actual over (under) Jan 414,785 348,715 -15.93`Yo Feb 819,456 701,408 -14.41% Mar 1,210,803 1,136,033 -6.18% Apr 1,824,496 May 1,977,632 Jun 2,363,946 Jul 2,580,253 Aug 2,956,550 Sep 3,332,176 Oct 3,741,593 Nov 4,083,716 Dec 4,792,981 Percent of budget expended 23.70% YTD Annual % Police Budget Actual over (under) Jan 2,133,213 2,260,619 5.97% Feb 4,451,419 4,238,853 -4.78% Mar 6,690,934 6,677,267 -0.20% Apr 8,707,077 May 11,038,812 Jun 13,268,939 Jul 15,720,229 Aug 17,814,787 Sep 20,258,345 Oct 22,428,281 Nov 25,004,372 Dec 27,610,835 Percent of budget expended 24.18% Page 25 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year Fire & Emerg YTD Annual % Svc Budget Actual over (under) Jan 1,794,155 1,768,398 -1.44% Feb 4,263,621 4,239,777 -0.56% Mar 6,014,430 5,943,458 -1.18% Apr 7,691,011 May 9,423,488 Jun 11,146,615 Jul 12,943,323 Aug 14,652,309 Sep 16,470,345 Oct 18,249,428 Nov 19,955,330 Dec 21,802,109 Percent of budget expended 27.26% YTD Annual % City Clerk Budget Actual over (under) Jan 77,013 48,025 -37.64% Feb 148,683 92,936 -37.49% Mar 257,863 146,137 -43.33% Apr 393,130 May 465,321 Jun 538,843 Jul 603,120 Aug 661,523 Sep 723,147 Oct 781,484 Nov 843,676 Dec 931,014 Percent of budget expended 15.70% Millions $24 $21 $18 $15 $12 $9 $6 $3 Sao Few fat PQ� �aJ �J� nJ V0 49 CPI Millions $1.00 $0.80 $0.60 $0.40 $0.20 Fire & Emergency Services Budget -Actual Last Year i Ar" I Citv Clprk j $0.00 Page 26 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year Human YTD Annual % Services Budget Actual over (under) Jan 31,079 40,228 29.44% Feb 68,328 72,960 6.78% Mar 96,869 139,024 43.52% Apr 238,680 May 297,161 Jun 358,780 Jul 473,188 Aug 525,725 Sep 566,364 Oct 689,219 Nov 744,407 Dec 869,096 Percent of budget expended 16.00% Note: General Fund only Hearing YTD Annual % Examiner Budget Actual over (under) Jan 16,707 14,619 -12.50% Feb 33,528 29,129 -13.12% Mar 50,066 43,412 -13.29% Apr 67,019 May 83,535 Jun 99,983 Jul 117,131 Aug 133,757 Sep 150,300 Oct 166,956 Nov 183,659 Dec 200,440 Percent of budget expended 21.66% Millions $1.00 $0.90 $0.80 $0.70 $0.60 $0.50 $0.40 $0.30 $0.20 $0.10 $0.00 Human Svcs (Comm Svcs) 04 Q�c Hearing Examiner $220,000 $200,000 .0Budget $180,000 -Actual -- Last Year l $160,000 $140,000 - $120,000 $100,000 $80,000 $60,000 $40,000 - $20,000 $- �. lac �e� `Sat PQc `Sad Page 27 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year YTD Annual % Community & Economic CED Budget Actual over (under) Millions $7 So Development Jan 482,302 555,670 15.21% Feb 1,022,373 1,097,029 7.30% $6.00 Mar 1,549,696 1,602,874 3.43% Apr 2,048,262 $4.50 May 2,563,781 Jun 3,062,722 $3.00 Jul 3,611,458 Aug 4,140,980 $1.50 Sep 4,659,701 Oct 5,189,913 $_ Nov 5,702,230 Dec 6,279,159 Percent of budget expended 25.53% Note: For comparative purposes history includes Development Svcs division (previously in Public Works). Note: General Fund only YTD Annual % General Fund Budget Actual over (under) Jan 5,662,041 5,746,764 1.50% Feb 11,966,133 11,897,388 -0.57% Mar 17,701,021 17,846,883 0.82% Apr 23,540,894 May 29,107,950 Jun 34,864,263 Jul 40,891,252 Aug 46,445,452 Sep 52,410,307 Oct 58,082,347 Nov 64,197,180 Dec 71,418,283 Percent of budget expended 24.99% >ac <a"0 I Jp >J\ v o° 49 O�w 04 Q�c Millions General Fund $75 — e�e Budget Actual $60 Last Year $45 = $30 - �y $15 $- >ao fee `Sat PQt `? >J� 1; NJ_ Page 28 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year Community YTD Annual % Svcs Fund Budget Actual over (under) Jan 621,982 570,605 -8.26% Feb 1,400,832 1,321,394 -5.67% Mar 2,156,281 2,026,750 -6.01% Apr 2,938,134 May 3,741,731 Jun 4,572,145 Jul 5,702,834 Aug 6,858,683 Sep 7,709,910 Oct 8,544,362 Nov 9,406,564 Dec 10,354,293 Percent of budget expended 19.57% YTD Annual% Street Fund Budget Actual over (under) Jan 596,271 641,040 7.51% Feb 1,266,461 1,365,252 7.80% Mar 1,943,687 2,078,338 6.93% Apr 2,643,546 May 3,357,223 Jun 4,032,499 Jul 4,764,656 Aug 5,522,667 Sep 6,242,278 Oct 6,950,276 Nov 7,651,237 Dec 8,476,980 Percent of budget expended 24.52`Y Millions Community Svcs Fund $14 �i Budget $12 Actual Last Year $10 l 1 $8 $6 $4 $2 ` Sao ��v fat PQc �aJ �Jc �J� pJ4° �eQ do , Millions $9 $8 $7 $6 $5 $4 $3 $2 $1 Street Fund Page 29 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year YTD Annual% CDBG Budget Actual over (under) Jan 19,605 13,958 -28.80% Feb 41,985 40,304 -4.00% Mar 67,262 68,480 1.81% Apr 93,576 May 114,017 Jun 134,236 Jul 153,461 Aug 189,021 Sep 206,595 Oct 239,231 Nov 260,683 Dec 296,503 Percent of budget expended 23.10% YTD Annual % Library Fund Budget Actual over (under) Jan 178,200 173,794 -2.47% Feb 369,656 229,125 -38.02% Mar 573,477 500,663 -12.70% Apr 777,934 May 977,023 Jun 1,176,467 Jul 1,368,254 Aug 1,579,352 Sep 1,772,156 Oct 1,974,603 Nov 2,165,372 Dec 2,544,263 Percent of budget expended 19.68% Millions Library Fund $3.00 1 - Budget $2.50 —Actual Last Year _ $2.00 — $1.50 - $1.00 $0.50 - 01, Oec Page 30 of 33 City of Renton Monthly Expenditure Analysis - 2010 Budget Year FM,se7u,Fu,d YTD Annual % Budget Actual over (under) Jan 15,829 15,310 -3.28% Feb 32,775 31,141 -4.99% Mar 49,002 46,726 -4.64% Apr 65,543 May 82,433 Jun 99,543 Jul 115,981 Aug 132,242 Sep 148,372 Oct 164,641 Nov 180,555 Dec 194,120 Percent of budget expended 24.07% Note: Prior to 2009, Museum was part of the Library Fund YTD Annual % LTGO Funds Budget Actual over (under) Jan - N/A Feb 126,390 100.00% Mar 22,250 126,390 468.04% Apr 22,250 May 22,250 Jun 1,078,472 Jul 1,078,472 Aug 1,078,472 Sep 1,078,472 Oct 1,290,948 Nov 1,293,331 Dec 4,494,945 Percent of budget expended 2.81% $220,000 $200,000 $180,000 $160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 Museum Fund :ii.13 Budget Actual Last Year >at� Quo `Sat PQt `SaJ >Jp >�� QJo° 4Q Millions LTGO Funds $5.00 - $4.50 i -Fa-� BudKet Page 31 of 33 City of Renton Monthly Enterprise Fund Financial Report - 2010 Budget Year Millions Utilities Budget Revenue Expense $50 Jan 2,457,102 3,901,859 2,612,849 $45 Feb 5,532,784 7,676,067 5,998,348 $40 Mar 8,458,919 11,963,798 8,343,902 $35 Apr 10,568,438 $30 May 14,342,459 $25 Jun 18,820,257 $20 Jul 22,986,726 $15 Aug 27,032,198 $10 Sep 30,031,294 $5 Oct 33,032,203 $0 Nov 36,377,070 Dec 45,317,258 Percent of budget expended 18.41% Note: Operations only, excludes bond proceeds and transfers to capital. Airport Budget Revenue Expense Jan 66,269 94,268 72,717 Feb 159,667 204,281 156,869 Mar 250,901 310,979 242,660 Apr 329,772 May 438,337 Jun 517,870 Jul 598,355 Aug 688,817 Sep 759,575 Oct 838,546 Nov 913,982 Dec 1,001,800 Percent of budget expended 24.22% Note: Operations only. Utilities Page 32 of 33 City of Renton Monthly Enterprise Fund Financial Report - 2010 Budget Year Golf Course Budget Revenue Expense Jan 129,394 68,826 97,947 Feb 258,326 174,258 215,710 Mar 479,768 309,509 434,186 Apr 618,377 May 813,533 Jun 1,066,444 Jul 1,232,903 Aug 1,384,039 Sep 1,549,779 Oct 1,857,389 Nov 1,994,766 Dec 2,566,837 Percent of budget expended 16.92% Note: Operations only. Millions $2.70 $2.40 $2.10 $1.80 $1.50 $1.20 $0.90 $0.60 $0.30 Golf Course Page 33 of 33 04/22/2010 WCLS Libraries in Renton City Council Workshop April 21, 2010 r.., City ofIj _ Community and Economic Development Menton/KCLS Agreement Upon annexation, Renton will build two library branches: No established timeframe Renton/KCLS jointly sites and designs Renton funds construction KCLS owns and operates once constructed Jl. RENTON 04/22/2010 Future "East Kent" branch on Benson Hwy Expansion of Fairwood New/expanded Skyway Timing dependent on Renton progress KCLS would prefer a more equitable distribution in Renton's core area RENTON Renton Area Libraries 1t v Falrwoo0 Neat COWaatoa KCLS Desires New Downtown library:—20,000 SF New "Highlands" library:—10,000 SF KCLS siting decisions "balance the needs of library patrons, community, local government and KCLS" Three "fundamental factors" Locations must provide for optimal service to the most number of residents within entire system Providing an equitable level of service across entire system Maximizing use is more valuable than return on land or building investment RENTON '�'t•,v�oZ 2 04/22/2010 Downtown Considerations Stand-alone structure: Expand Pavilion Building (less costly, quicker to implement. Land ownership?) Other sites? Mixed -use structure: RTC could use as much as 20,000 SF (State approval process, couldn't commit until mid-2011); City Hall (demand unclear, financially impractical today) Former McLendon site? Others? RENTON Highlands Considerations NE 4th Corridor KCLS preference Stand-alone Sunset and Harrington SR 900 (Issaquah to 1-405) Consistent with Sunset Area Community Investment Strategy Stand-alone or mixed -use, as a part of Sunset Terrace redevelopment (2Q 2012 construction), or Stand-alone (less complicated, potentially quicker) RENTON 3 04/22/2010 Available Funding General fund currently allocated to libraries = $2 million (available 2011 and beyond) Depending on term and interest rate, could support debt service on a range of investments: $15 million, paid off in 9 years • $33 million, paid off in 30 years Existing Highlands Library property appraised at $1.05 million May be necessary for other aspects of Sunset Area Community Investment Strategy implementation u. RENTON Recommendafie%- Maintain full General Fund levy in 2011 to fund debt service for library improvements Pursue shortest financing term possible, while meeting project goals Downtown: 1) Advance notion of expanding Pavilion Building 2) Explore future partnership with RTC in conjunction with longer - term City facility needs 3) Maintain existing library building for future civic uses TBD Highlands: 1) Focus on Sunset & Harrington 2) Explore availability/cost of public and private parcels at intersection 3) Continue to support Sunset Terrace redevelopment, including analysis of library and/or public plaza on RHA land RENTON 0