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2011.07.12 CC Committee Meetings Agenda Packet                 AGENDA EDMONDS CITY COUNCIL Council Chambers, Public Safety Complex 250 5th Avenue North, Edmonds _____________________________________ JULY 12, 2011 6:00 p.m. City Council Committee Meetings The City Council Committee meetings are work sessions for the City Council and staff only. The meetings are open to the public but are not public hearings. The Committees will meet in separate meeting rooms as indicated below.                 1.Community Services/Development Services Committee Meeting Room:  Council Chambers   A. (5 Minutes)Authorization for Mayor to sign Local Agency Standard Consultant Agreement with Perteet for the 228th St. SW Corridor Improvement Project.   B. (5 Minutes)Authorization for Mayor to sign Local Agency Standard Consultant Agreement with David Evans and Associates, Inc.   C. (5 Minutes)Authorization for Mayor to sign Addendum No. 5 with BHC Consultants, LLC for Lift Station 2 Rehabilitation Project.   D. (5 Minutes)Authorization for Mayor to Sign a Stormwater Utility Easement for the 12th Ave N Stormwater Improvement Project.   E. (5 Minutes)Report on Small Works Roster Solicitation for the 12th Ave N Stormwater Improvement Project.   F. (5 Minutes)Report on bids opened July 6, 2011 for the 2011 Waterline Replacement Project.   G. (5 Minutes)Report on bids opened July 12, 2011 for the Lift Station 2 Replacement Project.   H. (5 Minutes)Report on bids opened June 29, 2011 for the Shell Valley Emergency Access Road Project and award of contract in the amount of $309,302.96 to Kamins Construction.   I. (5 Minutes)Edmonds Senior Center Roof Repairs Project Acceptance.   J. (5 Minutes)Quarterly Public Works Project Report.   2.Finance Committee Meeting Room:  Jury Meeting Room   Packet Page 1 of 253 A. (5 Minutes)Authorization for Mayor to sign a Professional Services Agreement with Beckwith Consulting Group for Strategic Planning Consulting Services.   B. (10 Minutes)Quarterly report regarding fiber optic opportunities.   C. (15 Minutes)Police Services Contract - Town of Woodway   D. (30 Minutes)2011 July Budget Amendment   E. (10 Minutes)General Fund Update - June 2011   F. (30 Minutes)2nd Quarter Report 2011   G. (10 Minutes)Update on financial policies and reporting.   H. (10 Minutes)Public comments (3-minute limit per person)   3.Public Safety Committee Meeting Room:  Police Training Room   A. (10 Minutes)Amendment No. 1 to Training Interlocal Agreement.   Packet Page 2 of 253 AM-4066   Item #: 1. A. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted For:Bertrand Hauss Submitted By:Megan Cruz Department:Engineering Committee:Community/Development Services Type:Action Information Subject Title Authorization for Mayor to sign Local Agency Standard Consultant Agreement with Perteet for the 228th St. SW Corridor Improvement Project. Recommendation from Mayor and Staff Forward this item to the consent agenda for approval at the July 19, 2011 Council meeting. Previous Council Action On December 21, 2010, City Council authorized Staff to advertise for Statements of Qualifications (SOQs) from consultants for the design and ROW phases of the 228th St. SW Corridor Improvements project. Narrative This project proposes to construct the missing link of roadway on 228th St. SW from State Route (SR) 99 to 76th Ave. W and install two new traffic signals at the intersections of SR99/228th St. SW and 76th Ave W/228th St. SW. New bike lanes and sidewalks will also be added to both sides of 228th St. SW. This new east-west corridor will improve access to the following regional transportation facilities:  1. Interstate 5 interchange at 236th St. SW 2. The recently expanded Mountlake Terrace Park-n-Ride 3. Freeway Station in the I-5 median at 236th St. SW 4. Future Sound Transit Light Rail Station The project will also improve vehicle and pedestrian safety. The left turns from southbound SR99 to 76th Ave will be relocated to a protected left turn at the new signal at SR99/228th and pedestrians will be able to cross SR99 at the signalized intersection. This project was a priority recommendation of the Highway 99 Traffic Safety and Circulation Study, approved by Council in February 2007, and the 2009 Transportation Comprehensive Plan.  The preliminary design for the project was completed in 2008. In spring 2009, the City submitted a federal grant application for $536,000 to fund final design and right of way acquisition. The City was awarded the grant in 2010 and it provides $307,000 for final design and $229,000 for right of way acquisition. A 13.5% local match is required and will be funded through the 112 Street Construction Fund. The scope of services for the contract includes the completion of the plans, specifications, environmental documentation, cost estimate, and right of way services. The design and environmental phases are scheduled for 2011 through 2012 and the right of way acquisition phase is scheduled for completion by spring of 2013. The completion of the design and right of way phases will help the project score well on future grant applications and provide the construction funding needed to complete the project.  Four Statements of Qualifications (Perteet, HDR, Lochner, and Reichhardt & Ebe Engineering) were submitted and evaluated by the Selection Committee and from that group, two firms (Perteet and HDR) were selected to be interviewed. Following the interviews, Perteet was chosen by the Selection Committee to complete the design and ROW phases for this project Staff is negotiating with Perteet on the fee to complete the design and right of way services.  If an agreement is reached on the consultant's fee, then staff will present and discuss the scope of services and fee at the Committee meeting.   Form Review Packet Page 3 of 253 Inbox Reviewed By Date Engineering Robert English 07/07/2011 10:22 PM Public Works Phil Williams 07/08/2011 06:48 AM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:32 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Megan Cruz Started On: 07/06/2011 03:35 PM Final Approval Date: 07/08/2011  Packet Page 4 of 253 AM-4065   Item #: 1. B. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted For:Bertrand Hauss Submitted By:Megan Cruz Department:Engineering Committee:Community/Development Services Type:Action Information Subject Title Authorization for Mayor to sign Local Agency Standard Consultant Agreement with David Evans and Associates, Inc. Recommendation from Mayor and Staff Forward this item to the consent agenda for approval at the July 19, 2011 Council meeting. Previous Council Action On February 15, 2011, City Council authorized Staff to advertise for Statements of Qualifications (SOQs) from consultants for the design and ROW phases of the Five Corners Roundabout project. Narrative 212th St. SW and 84th Ave W currently experience long queues and delays during peak traffic hours for all approaches. The intersection operates at level of service (LOS) F. The City's 2009 Transportation Plan identifies the intersection as a concurrency project since the City's LOS standard is D. The project will install a landscaped roundabout at 212th St. SW and 84th Ave W in order to improve traffic flow and raise the level of service above the City's standard. The project will require the acquisition of right of way at the intersection to complete the improvements. In July 2010, the City submitted a federal grant application for $$463,000 to fund final design and right of way acquisition. The City was awarded the grant in 2010, it provides $290,000 for final design and $173,000 for right of way acquisition. A 13.5% local match is required and will be funded through Fund 112 ($46,000 for the design phase and $27,000 for the ROW acquisition phase). $300,000 (out of total $336,000 design costs) is programmed for consultant fees to complete the two phases. The scope of services for the contract will include the completion of the plans, specifications, environmental documentation, cost estimate, and right of way services. The design and environmental phases are scheduled for 2011 through 2012 and the right of way acquisition phase is scheduled to begin in the fall of 2012.  The completion of the design and right of way phases will help the project score well on future grant applications and provide the construction funding needed to complete the project.  The ten Statements of Qualifications submitted were evaluated by the Selection Committee and from that group, four firms were selected to be interviewed (David Evans and Associates, Inc., Parametrix, WHPacific, and Reid Middleton).  The Committee selected David Evans and Associates, Inc. to design the project and complete the right of way acquisition phase.  The negotiated fee for the consultant agreement has been set at a-not-to-exceed amount of $310,315. A $15,000 management reserve fund is included to address unforeseen design, environmental or right of way issues that occur during the project schedule. The City secured the federal grant after the 2011 Budget was developed and approved.  A mid-year 2011 budget amendment is needed to appropriate $150,000 to fund design work for this year.  The grant will pay 86.5% ($129,750) of the 2011 appropriation and the required local match of 13.5% ($20,750) will be funded by the 112 Street Construction Fund.    Attachments Attachment 1 - Consultant Agreement Form Review Inbox Reviewed By Date Engineering Robert English 07/08/2011 08:24 AM Packet Page 5 of 253 Engineering Robert English 07/08/2011 08:24 AM Public Works Phil Williams 07/08/2011 08:36 AM City Clerk Sandy Chase 07/08/2011 08:41 AM Mayor Mike Cooper 07/08/2011 09:19 AM Final Approval Sandy Chase 07/08/2011 09:23 AM Form Started By: Megan Cruz Started On: 07/06/2011 01:05 PM Final Approval Date: 07/08/2011  Packet Page 6 of 253 P a c k e t P a g e 7 o f 2 5 3 P a c k e t P a g e 8 o f 2 5 3 P a c k e t P a g e 9 o f 2 5 3 P a c k e t P a g e 1 0 o f 2 5 3 P a c k e t P a g e 1 1 o f 2 5 3 P a c k e t P a g e 1 2 o f 2 5 3 P a c k e t P a g e 1 3 o f 2 5 3 P a c k e t P a g e 1 4 o f 2 5 3 P a c k e t P a g e 1 5 o f 2 5 3 P a c k e t P a g e 1 6 o f 2 5 3 P a c k e t P a g e 1 7 o f 2 5 3 P a c k e t P a g e 1 8 o f 2 5 3 P a c k e t P a g e 1 9 o f 2 5 3 P a c k e t P a g e 2 0 o f 2 5 3 P a c k e t P a g e 2 1 o f 2 5 3 P a c k e t P a g e 2 2 o f 2 5 3 P a c k e t P a g e 2 3 o f 2 5 3 P a c k e t P a g e 2 4 o f 2 5 3 P a c k e t P a g e 2 5 o f 2 5 3 P a c k e t P a g e 2 6 o f 2 5 3 P a c k e t P a g e 2 7 o f 2 5 3 P a c k e t P a g e 2 8 o f 2 5 3 P a c k e t P a g e 2 9 o f 2 5 3 P a c k e t P a g e 3 0 o f 2 5 3 P a c k e t P a g e 3 1 o f 2 5 3 P a c k e t P a g e 3 2 o f 2 5 3 P a c k e t P a g e 3 3 o f 2 5 3 P a c k e t P a g e 3 4 o f 2 5 3 P a c k e t P a g e 3 5 o f 2 5 3 P a c k e t P a g e 3 6 o f 2 5 3 P a c k e t P a g e 3 7 o f 2 5 3 P a c k e t P a g e 3 8 o f 2 5 3 P a c k e t P a g e 3 9 o f 2 5 3 P a c k e t P a g e 4 0 o f 2 5 3 P a c k e t P a g e 4 1 o f 2 5 3 P a c k e t P a g e 4 2 o f 2 5 3 P a c k e t P a g e 4 3 o f 2 5 3 P a c k e t P a g e 4 4 o f 2 5 3 P a c k e t P a g e 4 5 o f 2 5 3 P a c k e t P a g e 4 6 o f 2 5 3 P a c k e t P a g e 4 7 o f 2 5 3 P a c k e t P a g e 4 8 o f 2 5 3 P a c k e t P a g e 4 9 o f 2 5 3 P a c k e t P a g e 5 0 o f 2 5 3 P a c k e t P a g e 5 1 o f 2 5 3 P a c k e t P a g e 5 2 o f 2 5 3 P a c k e t P a g e 5 3 o f 2 5 3 P a c k e t P a g e 5 4 o f 2 5 3 P a c k e t P a g e 5 5 o f 2 5 3 P a c k e t P a g e 5 6 o f 2 5 3 P a c k e t P a g e 5 7 o f 2 5 3 P a c k e t P a g e 5 8 o f 2 5 3 P a c k e t P a g e 5 9 o f 2 5 3 P a c k e t P a g e 6 0 o f 2 5 3 P a c k e t P a g e 6 1 o f 2 5 3 P a c k e t P a g e 6 2 o f 2 5 3 P a c k e t P a g e 6 3 o f 2 5 3 P a c k e t P a g e 6 4 o f 2 5 3 P a c k e t P a g e 6 5 o f 2 5 3 P a c k e t P a g e 6 6 o f 2 5 3 P a c k e t P a g e 6 7 o f 2 5 3 P a c k e t P a g e 6 8 o f 2 5 3 P a c k e t P a g e 6 9 o f 2 5 3 P a c k e t P a g e 7 0 o f 2 5 3 P a c k e t P a g e 7 1 o f 2 5 3 P a c k e t P a g e 7 2 o f 2 5 3 P a c k e t P a g e 7 3 o f 2 5 3 AM-4073   Item #: 1. C. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted For:Rob English Submitted By:Robert English Department:Engineering Committee:Community/Development Services Type:Action Information Subject Title Authorization for Mayor to sign Addendum No. 5 with BHC Consultants, LLC for Lift Station 2 Rehabilitation Project. Recommendation from Mayor and Staff Forward item to the consent agenda for approval at the July 19, 2011 Council meeting. Previous Council Action On July 26, 2005, Council authorized the Mayor to sign a professional services agreement with Berryman & Henigar, Inc. (now BHC Consultants, LLC) for Lift Stations 2 & 13 Design Services. On January 6, 2006, Addendum No. 1 was signed with regard to survey and topographic mapping. On April 25, 2006, Council authorized the Mayor to sign Addendum No. 2 to the Lift Stations 2 & 13 professional services agreement. On December 20, 2008, Addendum No. 3 was signed with regard to geological investigation required for the new location for Lift Station 2. On October 6, 2009, Council authorized the Mayor to sign Addendum No. 4 to the professional services agreement for the Lift Station 2 project. Narrative The Lift Station 2 Rehabilitation Project is anticipated to begin construction in August 2011. The proposed addendum will provide consultant services during the construction phase. The services include reviewing shop drawings, contractor submittal review, responses to contractor's request for information, technical expertise during the pump start-up phase and on-call inspection services. The addendum also provides $11,740 to cover additional services related to advertising the project a second time, securing a shoreline permit and costs for designing an extra 325 feet of waterline.  Lift Station 2 is located adjacent to Shell Creek near Melody Lane and is inaccessible to maintenance vehicles. The current station has been in operation for over 40 years and has exceeded its expected useful life since replacement parts are difficult, if not impossible, to obtain. The City wants to relocate the station away from the creek to improve maintenance access to the station and reduce the risk of a sewer overflow entering Shell Creek. Attachments BHC Addendum No. 5 Form Review Inbox Reviewed By Date Engineering Robert English 07/07/2011 09:45 PM Public Works Phil Williams 07/08/2011 06:48 AM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:37 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Robert English Started On: 07/07/2011 09:15 PM Final Approval Date: 07/08/2011  Packet Page 74 of 253 Pa c k e t Pa g e 75 of 25 3 Pa c k e t Pa g e 76 of 25 3 Pa c k e t Pa g e 77 of 25 3 Pa c k e t Pa g e 78 of 25 3 Pa c k e t Pa g e 79 of 25 3 Pa c k e t Pa g e 80 of 25 3 AM-4061   Item #: 1. D. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted For:Jerry Shuster Submitted By:Megan Cruz Department:Engineering Committee:Community/Development Services Type:Action Information Subject Title Authorization for Mayor to Sign a Stormwater Utility Easement for the 12th Ave N Stormwater Improvement Project. Recommendation from Mayor and Staff Forward item to the consent agenda for approval at the July 19, 2011 Council meeting. Previous Council Action None. Narrative 12th Ave N Stormwater Improvement Project objectives: 1. Abandon an existing stormwater drainage pipe that is currently carrying runoff from 12th Ave N under a resident’s home at 1025 12th Ave N and discharging onto a steep slope. 2. Install a new stormwater system in an easement between the existing homes at 1025 and 1015 12th Ave N such that it minimizes downstream slope erosion. Part of the 12th Ave North Stormwater Improvement Project is located on private property. The route of the new stormwater line goes through an existing easement at 1025 12th Ave North and also through the Bailey residence at 1015 12th Ave North. An easement from Mr. Bailey is required to construct the project.  This easement will be from 4 to 10 feet wide, approximately 150 feet long, for a total easement area of 901 square feet on an 11,327 square foot lot (Exhibit A). This easement provides a benefit to the City by enabling the construction of a solution to a potential liability issue. Stormwater runoff from City right-of-way currently discharges onto a steep slope on the Sheldon property north of the Bailey residence. This discharge is causing slope damage on the Sheldon property and the vacant lot to the west. Continued use of this system may cause increased slope instability and a potential slide on these properties. Staff believes that the cost of this easement ($1,500) is reasonable since it provides a defined benefit to the City in lowering our potential liability for slope damage on private properties neighboring the Bailey residence. The easement costs will be funded by the 412 -200 Stormwater Utility Fund. Attachments Exhibit A-Easement Form Review Inbox Reviewed By Date Engineering Robert English 07/07/2011 05:08 PM Public Works Phil Williams 07/08/2011 06:48 AM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:32 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Megan Cruz Started On: 07/01/2011 04:59 PM Final Approval Date: 07/08/2011  Packet Page 81 of 253 Packet Page 82 of 253 Packet Page 83 of 253 Packet Page 84 of 253 AM-4059   Item #: 1. E. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted For:Jerry Shuster Submitted By:Megan Cruz Department:Engineering Committee:Community/Development Services Type:Action Information Subject Title Report on Small Works Roster Solicitation for the 12th Ave N Stormwater Improvement Project. Recommendation from Mayor and Staff Forward item to the consent agenda for approval at the July 19, 2011 Council meeting. Previous Council Action None. Narrative 12th Ave N. Stormwater Improvement Project objectives: 1. Abandon an existing stormwater drainage pipe that is currently carrying runoff from 12th Ave N under a resident’s home at 1025 12th Ave N and discharging onto a steep slope. 2. Install a new stormwater system in an easement between the existing homes at 1025 and 1015 12th Ave N such that it minimizes downstream slope erosion. The Engineer’s estimate for this work was under $200,000. Per the City of Edmonds Purchasing Policy, the Municipal Research and Service Center (MRSC) roster was used to solicit quotes from five (5) qualified firms.  The deadline to submit quotes is Friday, July 8, 2011.   Staff will present the quotes to the Committee and provide a recommendation to award the construction contract to the firm that submits the lowest acceptable quote.   Fiscal Impact This project will be funded by the Stormwater Utility under budget line item “City-Wide Drainage Replacement/Extension.” Form Review Inbox Reviewed By Date Engineering Robert English 07/07/2011 05:39 PM Public Works Phil Williams 07/08/2011 06:47 AM Finance Jim Tarte 07/08/2011 08:14 AM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:31 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Megan Cruz Started On: 07/01/2011 04:48 PM Final Approval Date: 07/08/2011  Packet Page 85 of 253 AM-4062   Item #: 1. F. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted For:Mike De Lilla Submitted By:Megan Cruz Department:Engineering Committee:Community/Development Services Type:Action Information Subject Title Report on bids opened July 6, 2011 for the 2011 Waterline Replacement Project. Recommendation from Mayor and Staff Forward item to the consent agenda for approval at the July 19, 2011 Council meeting. Previous Council Action On May 17, 2011 Council authorized staff to advertise for bids. Narrative On July 6, 2011, the City received four (4) bids for the 2011 Waterline Replacement Project. The bids ranged from a low of $1,799,052.54 to a high of $2,185,582.74. The bid tabulation summary is attached as Exhibit 1. Kar-Vel Construction submitted the low bid in the amount of $1,799,052.54. The engineer’s estimate was $1,856,194. A review of the low bid documents was mainly positive. This project is part of the City’s program to replace and upgrade existing waterlines at various locations around the City, that are reaching the end of their useful service life, is undersized and unable to meet current requirements, or has some other existing system deficiency. The project will replace at various locations around the City approximately 7,100 linear feet of waterline piping with associated meters, and fire hydrants. In addition Dayton St. between SR104 and the BNSF tracks will be overlaid. The total 2011 budget required to fund this project is broken down as follows: Construction Contract $1,799,053 ConstructionInspection $97,600 City Staff Administration $30,000 Testing Lab Services $33,500 Design Engineering $286,415 Contingency (Approximately 6%)$115,000 TOTAL =$2,361,568 The following funding sources will be used to pay for the project: Water Utility Fund (2011 Budget)$1,764,506 Fire Hydrant Improvements (General Fund Transfer)$100,000 Additional 2011 Appropriation to Water Utility Fund $300,000 Dayton Street Overlay (Street Fund, Water, Storm and Sewer Utility Funds)$200,000 TOTAL =$2,364,506 Packet Page 86 of 253 The General Fund Transfer of $100,000 represents the estimated project cost to install fire hydrants.  This transfer will be funded by the 8.7% water utility tax that is collected by the General Fund for fire hydrant improvements.  Issuance of a capital utility bond is planned in 2011 to provide revenue for the 412-100 Water Utility Fund to pay for the project.  The bond revenue will also pay for the additional $300,000 appropriation to complete the project.    Form Review Inbox Reviewed By Date Engineering Robert English 07/07/2011 08:35 PM Public Works Phil Williams 07/08/2011 06:48 AM Finance Jim Tarte 07/08/2011 08:14 AM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:32 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Megan Cruz Started On: 07/01/2011 05:24 PM Final Approval Date: 07/08/2011  Packet Page 87 of 253 AM-4064   Item #: 1. G. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted For:Pam Lemcke Submitted By:Megan Cruz Department:Engineering Committee:Community/Development Services Type:Action Information Subject Title Report on bids opened July 12, 2011 for the Lift Station 2 Replacement Project. Recommendation from Mayor and Staff Forward the item to the consent agenda for approval at the July 19, 2011 Council meeting. Previous Council Action On October 23, 2007, Council authorized staff to advertise for construction bids. On April 19, 2011, Council authorized the Mayor to sign utility easement agreements. On June 14, 2011 staff presented the initial bid results to CS/DS committee with the recommendation to reject all bids. On June 21, 2011, Council approved Resolution 1251 rejecting all bids received on June 7, 2011 and authorizing staff to readvertise the project. Narrative The City will receive bids on July 12, 2011 to construct the Lift Station 2 Replacement Project. The bid results and construction budget will be presented during the Committee meeting. Staff will then provide a recommendation to award the project if the bid amount and documents are found to be acceptable. The design consultant's engineer’s estimate is $648,833. Lift Station 2 is located on private property adjacent to Shell Creek between Cary Road and Melody Lane. The lift station has been in operation for over 40 years and has exceeded its expected useful life since replacement parts are difficult, if not impossible, to obtain. The City will build a new station and will relocate the facility away from the creek to improve maintenance access and reduce the risk of a sewer overflow to Shell Creek. The City will also construct a new waterline within the same area to provide a looped water system and improve water service. New permanent utility easements and temporary construction easements have been secured from the current property owner, Mr. Rex Thomas Strickland, to construct the project. Time sensitive permits have been secured which will allow, the in water construction phase to take place from July 1, 2011 through September 30, 2011. The construction costs will be paid by the 412 Utility Fund. The 2011 project budget in the 412 Utility Fund is $1,178,000 ($899,000 in the 412.300 Sewer and $279,000 in the 412.100 Water). Form Review Inbox Reviewed By Date Engineering Robert English 07/07/2011 05:59 PM Public Works Phil Williams 07/08/2011 06:48 AM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:32 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Megan Cruz Started On: 07/06/2011  Final Approval Date: 07/08/2011  Packet Page 88 of 253 AM-4058   Item #: 1. H. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted For:Ed Sibrel Submitted By:Megan Cruz Department:Engineering Committee:Community/Development Services Type:Action Information Subject Title Report on bids opened June 29, 2011 for the Shell Valley Emergency Access Road Project and award of contract in the amount of $309,302.96 to Kamins Construction. Recommendation from Mayor and Staff Forward item to the consent agenda for approval at the July 19, 2011 Council meeting. Previous Council Action On February 22, 2011, Council authorized the Mayor to sign Addendum No. 4 to the Professional Services Agreement with Perteet, Inc. to complete the project design.  On April 19, 2011, Council approved an Operations Policy for the emergency access road. Narrative On June 29, 2011, the City received two bids for the Shell Valley Emergency Access Project.  The bids were $309,303 and $362,958.  Kamins Construction submitted the low bid and a review of their bid documents and record were found to be acceptable.  The design consultant's engineer’s estimate was $281,362.53 and a summary of both bids are attached as Exhibit 1.    Below is the estimated construction budget:    Construction Contract $309,303 Construction Management & Inspection $45,000 Testing Lab Services $13,000 Contingency (Approximately 20%)$62,000 TOTAL =$429,303 The construction costs will be paid from the following sources: FUNDING $214,000  State Appropriation Packet Page 89 of 253 $214,000  State Appropriation     85,000  DOE Grant     80,000  Stormwater Utility Fund     55,000   Water Utility Fund $434,000  TOTAL   Attachments Exhibit 1-Bid Tab Form Review Inbox Reviewed By Date Engineering Robert English 07/07/2011 07:24 PM Public Works Phil Williams 07/08/2011 06:48 AM Finance Jim Tarte 07/08/2011 08:14 AM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:31 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Megan Cruz Started On: 07/01/2011 03:19 PM Final Approval Date: 07/08/2011  Packet Page 90 of 253 Packet Page 91 of 253 AM-4041   Item #: 1. I. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted By:Jim Stevens Department:Public Works Committee:Community/Development Services Type:Action Information Subject Title Edmonds Senior Center Roof Repairs Project Acceptance. Recommendation from Mayor and Staff Accept the project as completed and move the item to the consent agenda for the consideration and approval of the full City Council. Previous Council Action On February 15, 2011, the City Council approved the award of the Edmonds Senior Center Roof Project to Wright Roofing, Inc., with a total budget of $110,579.78.  Narrative This project encompassed some of the most adverse weather conditions for roof work ever experienced in this area.  For many weeks the contractor could work only one or two days on site.  The City recognized that the number of working days allowed in the original contract was insufficient and wrote a change order in April extending the required date for completion from 45 to 68 working days from the issuance of the Notice to Proceed on March 7, 2011.  This change order was for time only and came with no associated cost.  Substantial completion was reached two days ahead of the new contractual deadline, on June 7, 2011.  There was one additional change order (#2) that added a value of $3,585.25 to the contract.  It was driven by the need to replace more decking and soffit material at the breezeway, where water had found its way through the old roofing over a year ago.  This change order also covered new roofing for a very small area over the elevator shaft and replacement of additional parapet sheet metal to make colors match exactly at the front entry.  Finally, it also addressed an on-going problem with water intrusion in the Sorting Room inside the Thrift Shop. The City has received the written 10-year warranty from the roofing manufacturer covering this installation, and all punch list work is completed at this time, so it is appropriate to seek Council acceptance. The original contract total was approved by Council in February at $96,156.33, with an additional budgeted sum 15% above that amount to be held as contingency to meet any unanticipated conditions found on the well-worn roofing sections targeted in this project.  At the end of the job, C.O. #2 added just 3.7% to the original value of the contract.  The Edmonds Senior Center now has new roofing over its entire area since 2006.  This project also added a layer of R-21 insulation to the areas above both the Thrift Shop and the two-story building, so it will have a lasting effect on the Center's heating bills. Lastly, all project costs are reimbursable to the City through a Washington State CTED grant held by the Center.  The City has worked with Farrell Fleming, Executive Director, to ensure all paperwork has been submitted to the state in time so this reimbursement can occur.  The Center is passing the funds it receives through to the City so this project is essentially free of cost. Form Review Inbox Reviewed By Date Public Works Phil Williams 07/08/2011 06:47 AM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:31 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Jim Stevens Started On: 06/29/2011 02:15 PM Final Approval Date: 07/08/2011  Packet Page 92 of 253 Packet Page 93 of 253 AM-4060   Item #: 1. J. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted For:Robert English Submitted By:Megan Cruz Department:Engineering Committee:Community/Development Services Type:Action Information Subject Title Quarterly Public Works Project Report. Recommendation from Mayor and Staff The report in being provided for discussion. Previous Council Action None. Narrative Attached is a quarterly report for capital improvement projects managed by the Public Works Department. The report contains information on the estimated project budget, 2011 budget, funding sources and schedule. Attachments Attachment 1 - Quarterly Project Report Form Review Inbox Reviewed By Date Engineering Robert English 07/07/2011 10:05 PM Public Works Phil Williams 07/08/2011 06:48 AM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:32 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Megan Cruz Started On: 07/01/2011 04:55 PM Final Approval Date: 07/08/2011  Packet Page 94 of 253 PU B L I C W O R K S D E P A R T M E N T / E N G I N E E R I N G D I V I S I O N P R O J E C T S Ca p i t a l I m p r o v e m e n t P r o g r a m St a t u s Ci t y o r To t a l 20 1 1 Ci t y Co m p l e t e * * A c t i v e Pr o j e c t D e s c r i p t i o n Ty p e Co n s u l t a n t Bu d g e t Bu d g e t Gr a n t s F u n d ( s ) # A d v e r t i s e C o n s t P h a s e Comments Ed m o n d s G e n e r a l F a c i l i t i e s Ch a r g e S t u d y Al l F C S $ 2 5 , 0 0 0 $ 2 5 , 0 0 0 _ 4 1 2 _ _ S t u d y GF C r e p o r t i n p r o g r e s s . E x p e c t d r a f t o f r e p o r t m i d 7 / 2 0 1 1 . Li b r a r y F i r e A l a r m P a n e l Re p l a c e m e n t P r o j e c t Fa c i l i t i e s C i t y $3 0 , 0 0 0 $3 0 , 0 0 0 _ 1 1 6 S m a l l Wo r k s Ju n - 1 1 C l - o u t Q u o t e d a s M R S C S m a l l W o r k s R o s t e r p r o j e c t F i r e M a r s h a l r e v i e w o f p l a n s r e q u i r e d a l l s m o k e d e t e c t o r s b e re p l a c e d w i t h n e w . A l s o a d d e d n e w h o r n / s t r o b e u n i t s f o r ad d i t i o n a l c o v e r a g e / e n h a n c e n o t i f i c a t i o n F i n a l c o n s t r u c t i o n c o s t s = $ 2 2 , 9 9 6 . 1 0 Pu b l i c W o r k s Y a r d W a t e r Q u a l i t y Up g r a d e ( V e h i c l e W a s h S t a t i o n & Co v e r f o r M a t e r i a l P i l e s ) Fa c i l i t i e s C o n s u l t a n t $ 5 5 , 0 0 0 $5 5 , 0 0 0 _ 4 1 2 M a r - 1 2 S e p - 1 2 D e s P r e l i m i n a r y d e s i g n a p p r o v e d f o r v e h i c l e w a s h s t a t i o n Se n i o r C e n t e r R o o f R e p a i r s Pr o j e c t Fa c i l i t i e s C a l v i n Jo r d a n As s o c . $1 1 6 , 0 0 0 $1 1 5 , 0 0 0 C T E D (S C S C ) 11 6 O c t - 1 0 J u n - 1 1 C l - o u t A l l p r o j e c t e x p e n s e s a r e r e i m b u r s a b l e t h r o u g h S C S C g r a n t W e a t h e r p r e s e n t e d g r e a t p r o b l e m s f o r p r o g r e s s t h i s s p r i n g C h a n g e o r d e r s t o t a l 3 . 7 % o f b a s e a w a r d a m o u n t Wa d e J a m e s T h e a t e r R o o f Re p a i r s P r o j e c t Fa c i l i t i e s C i t y $1 2 , 0 0 0 $1 2 , 0 0 0 _ 1 1 6 S m a l l Wo r k s Se p - 1 1 P r e L o b b y l e a k s a r e t h e b i g p r o b l e m a t t h e t h e a t e r - o n l y f l a t r o o f on b u i l d i n g W i l l u s e M R S C S m a l l W o r k s R o s t e r t o q u o t e P r o j e c t i n c l u d e s a p p r o x . 4 5 0 S F n e w r o o f i n g a s w e l l a s a mi n o r r e p a i r s c o m p o n e n t i n t e n d e d t o e x t e n d t h e l i f e o f a l l t h e ma t e r i a l n o t r e p l a c e d . C o n t r a c t o r w i l l n e e d t o s u b m i t f o r p e r m i t 76 t h A v e n u e W e s t / 7 5 t h P l a c e We s t W a l k w a y Pa r k s G r a y & Os b o r n e $3 , 0 2 4 , 0 6 5 $0 _ 1 2 5 A p r - 0 9 N o v - 1 0 C o n Co n s t r u c t i o n i s c o m p l e t e . Pu n c h l i s t i t e m h a v e b e e n c o m p l e t e d . Wo r k i n g w i t h c o n t r a c t o r t o c l o s e - o u t p r o j e c t . Da y t o n S t r e e t P l a z a Pa r k s B a r k e r $ 1 6 0 , 6 0 5 $1 3 5 , 5 0 0 _ 1 3 2 t b d t b d Z - O N HO L D De s i g n a t 1 0 0 % . In t e r u r b a n T r a i l Pa r k s K P F F $ 2 , 4 3 0 , 0 0 0 $1 , 3 2 7 , 0 0 0 $ 1 , 3 2 7 , 0 0 0 1 3 2 M a y - 1 1 M a y - 1 2 C o n S t a t e a n d F e d e r a l g r a n t s w e r e s e c u r e d f o r t h e c o n s t r u c t i o n ph a s e , i n t h e t o t a l a m o u n t o f $ 1 , 3 2 7 , 0 0 0 . C o n s t r u c t i o n i s s c h e d u l e d t o s t a r t i n A u g u s t ' 1 1 . T h e c o n t r a c t i s 1 2 0 w o r k i n g d a y s . Al d e r / D e l l w o o d / B e a c h P l / 2 4 4 t h Se w e r R e p l a c e m e n t Se w e r C i t y $ 3 8 0 , 0 0 0 A l d e r $1 7 0 , 0 0 0 B e a c h $2 2 0 , 0 0 0 D e l l w o o d $3 2 0 , 0 0 0 2 2 4 t h $1 , 0 9 0 , 0 0 0 T o t a l $3 5 , 0 0 0 A l d e r $1 5 , 0 0 0 B e a c h $2 0 , 0 0 0 D e l l w o o d $3 0 , 0 0 0 2 2 4 t h $1 0 0 , 0 0 0 T o t a l _ 4 1 2 F e b - 1 2 _ P r e Pr e l i m i n a r y r e v i e w o f p r o j e c t s d o n e 2 / 1 1 . Pr o j e c t s c o p i n g i n p r o g r e s s t o a i d i n d e t e r m i n i n g s u r v e y sc o p e . Ge t s u r v e y o r u n d e r c o n t r a c t b y E n d o f M a r c h / E a r l y A p r i l 2 0 1 1 . BN S F C r o s s i n g s Se w e r K P F F $ 1 , 2 1 7 , 9 8 1 $6 6 3 , 6 5 9 _ 4 1 2 F e b - 1 0 A u g - 1 0 C l - o u t Co n s t r u c t i o n C o m p l e t e ; w o r k i n g w i t h c o n t r a c t o r t o c l o s e - o u t pr o j e c t . I & I S t u d y Se w e r B H C $1 9 9 , 0 0 0 $5 0 , 0 0 0 _ 4 1 2 _ _ S t u d y Ci t y s t a f f r e v i e w i n g d r a f t p l a n . Li f t S t a t i o n 2 Se w e r B H C $ 1 , 0 0 9 , 0 0 0 $8 9 9 , 0 0 0 _ 4 1 2 J u n - 1 1 D e c - 1 1 D e s Ea s e m e n t s i g n e d b y h o m e o w n e r . Li f t S t a t i o n 7 a n d 8 Se w e r H D R $ 3 , 1 0 9 , 6 3 2 $2 4 4 , 0 0 0 _ 4 1 2 A p r - 0 8 O c t - 1 0 C l - o u t Co n s t r u c t i o n C o m p l e t e ; w o r k i n g w i t h c o n t r a c t o r t o c l o s e - o u t pr o j e c t . Li f t S t a t i o n s 3 , 4 , 5 , 9 , 1 0 , 1 1 , 1 2 , 14 & 1 5 Se w e r C H S $ 3 , 6 5 5 , 0 0 0 $2 , 4 1 7 , 9 7 3 _ 4 1 2 A u g - 1 1 A u g - 1 2 D e s De s i g n a t 9 0 % . Sc h e d u l e Pr o j e c t B u d g e t 7/ 7 / 2 0 1 1 P A G E 1 Pa c k e t Pa g e 95 of 25 3 PU B L I C W O R K S D E P A R T M E N T / E N G I N E E R I N G D I V I S I O N P R O J E C T S Ca p i t a l I m p r o v e m e n t P r o g r a m St a t u s Ci t y o r To t a l 20 1 1 Ci t y Co m p l e t e * * A c t i v e Pr o j e c t D e s c r i p t i o n Ty p e Co n s u l t a n t Bu d g e t Bu d g e t Gr a n t s F u n d ( s ) # A d v e r t i s e C o n s t P h a s e Comments Sc h e d u l e Pr o j e c t B u d g e t Se w e r M a i n R e p l a c e m e n t s Se w e r C i t y $3 0 , 0 0 0 $3 0 , 0 0 0 _ 4 1 2 F e b - 1 2 _ P r e Su r v e y C o m p l e t e M a y 2 0 1 1 . . 12 t h S t o r m St o r m G r a y & Os b o r n e ; Un i v e r s a l $1 6 4 , 0 0 0 $1 1 0 , 0 0 0 _ 4 1 2 J u l - 1 1 S e p - 1 1 D e s D e s i g n a t 9 0 % ; P e r m a n e n t a n d t e m p o r a r y e a s e m e n t s re q u i r e d t o c o n s t r u c t p r o j e c t . Ci t y - W i d e D r a i n a g e R e p l a c e m e n t Pr o j e c t s : W i l l o w C r e e k S t o r m An c h o r S t r a p s St o r m M o f f i t Ni c h o l $1 5 , 0 0 0 $2 , 0 0 0 _ 4 1 2 _ _ D e s Pr i o r d e s i g n s u n d e r r e v i e w a n d u p d a t e . Da y t o n S t r e e t S t o r m R e h a b St o r m C i t y $1 1 0 , 0 0 0 $0 _ 4 1 2 J u n - 1 1 S e p - 1 1 D e s De s i g n C o m p l e t e . Sm a l l W o r k s s o l i c i a t i o n s e n t o u t 6 / 2 0 1 1 . Bi d o p e n i n g s c h e d u l e d f o r 7 / 1 / 2 0 1 1 . Ed m o n d s M a r s h - S h e l l a b a r g e r / Wi l l o w C r e e k F l o o d P l a i n De l i n e a t i o n S t u d y St o r m C o n s u l t a n t $ 2 3 9 , 0 0 0 $2 3 9 , 0 0 0 _ 4 1 2 _ _ S t u d y P r o j e c t c a n c e l l e d . A l l o c a t e d b u d g e t w i l l b e u s e d t o w a r d s ac q u i s i t i o n o f K a r l s t e n p r o p e r t y a p p r o v e d b y C o u n c i l . La k e B a l l i n g e r A s s o c i a t e d P r o j e c t s St o r m C i t y $1 0 0 , 0 0 0 $1 0 0 , 0 0 0 _ 4 1 2 _ D e c - 1 1 P r e W o r k i n g u n d e r I L A w i t h M o u n t l a k e T e r r a c e f o r e n g i n e e r i n g de s i g n / e n v i r o n m e n t a l p e r m i t t i n g f o r l a k e o u t l e t m o d i f i c a t i o n s (v e g e t a t i o n r e m o v a l a n d c u l v e r t r e p l a c e m e n t s o n N i l e G o l f Co u r s e ) . $ 5 0 , 0 0 0 e a r m a r k e d f o r d e t e n t i o n v a u l t f o r I n t e r u r b a n T r a i l co n s t r u c t i o n o n w e s t s i d e o f t h e l a k e i n 2 0 1 1 . Lo w I m p a c t D e v e l o p m e n t De m o n s t r a t i o n P r o j e c t St o r m C o n s u l t a n t $ 1 0 0 , 0 0 0 $1 0 0 , 0 0 0 _ 4 1 2 T B D T B D P r e S c o p e u n d e r d e v e l o p m e n t L i k e l y c o m b i n e d w i t h M a i n S t . L i g h t i n g P r o j e c t SW E d m o n d s - 1 0 5 t h / 1 0 6 t h A v e W St o r m I m p r o v e m e n t s St o r m C i t y $4 4 7 , 0 0 0 $1 0 6 , 0 0 0 _ 4 1 2 M a r - 1 2 S e p - 1 2 D e s Su r v e y o f p r o j e c t l i m i t s t o b e d o n e e n d F e b / M a r c h 2 0 1 1 . De s i g n t o b e c o m p l e t e d b y e n d o f 2 0 1 1 . Ta l b o t R d / P e r r i n v i l l e C r e e k Dr a i n a g e I m p r o v e m e n t & H a b i t a t En h a n c e m e n t - P h a s e I I St o r m H e r r e r a $ 5 2 2 , 0 0 0 $5 2 2 , 0 0 0 _ 4 1 2 M a r - 1 2 O c t - 1 2 D e s R e - d e s i g n 9 0 % c o m p l e t e u s i n g a l t e r n a t e r o u t e u n d e r w a y d u e to p r o p e r t y o w n e r s i s s u e s D e s i g n t o b e i n - h o u s e R e v i s e d m i t i g a t i o n p r o p o s a l i n c l u d e s s t r e a m b a n k s t a b i l i z a t i o n in u p p e r p a r t o f P e r r i n v i l l e C r e e k . C o n s t r u c t i o n m o v e d t o 2 0 1 2 Te r r a c e C r e e k C u l v e r t Re p l a c e m e n t a t T a l b o t R d . St o r m C H S En g i n e e r s $5 0 0 , 0 0 0 $0 _ 4 1 2 _ J a n - 0 9 C l - o u t Ne e d t o r e l e a s e t h e r e t a i n a g e . 22 6 t h S t . S W W a l k w a y St r e e t P A C E $ 2 2 7 , 0 7 0 $1 3 9 , 0 0 0 $ 1 8 5 , 0 0 0 1 1 2 M a y - 1 1 S e p - 1 1 C o n A F e d e r a l S a f e t y g r a n t w a s s e c u r e d i n 2 0 0 9 , i n t h e a m o u n t o f $1 8 5 , 0 0 0 f o r t h e d e s i g n a n d c o n s t r u c t i o n p h a s e s . C o n s t r u c t i o n i s s c h e d u l e d t o s t a r t i n J u l y ' 1 1 . T h e c o n t r a c t i s 2 5 w o r k i n g d a y s . 22 8 t h S t . S W C o r r i d o r S a f e t y Im p r o v e m e n t s St r e e t P e r t e e t $ 4 , 4 1 5 , 0 0 0 $3 1 0 , 0 0 0 $ 5 3 6 , 0 0 0 1 1 2 T B D T B D D e s A F e d e r a l g r a n t ( S T P ) w a s s e c u r e d f o r d e s i g n a n d R O W ac q u i s t i o n p h a s e s ( D e s i g n : $ 3 5 5 , 0 0 0 ; R O W : $ 2 6 5 , 0 0 0 ) . F u n d i n g c u r r e n t l y i s n ' t s e c u r e d f o r t h e c o n s t r u c t i o n p h a s e . Da y t o n S t r e e t O v e r l a y St r e e t K P F F $0 $1 2 0 , 0 0 0 _ 1 1 2 / 4 1 2 _ _ P r e De s i g n p h a s e t o b e g i n i n 2 0 1 1 . 7/ 7 / 2 0 1 1 P A G E 2 Pa c k e t Pa g e 96 of 25 3 PU B L I C W O R K S D E P A R T M E N T / E N G I N E E R I N G D I V I S I O N P R O J E C T S Ca p i t a l I m p r o v e m e n t P r o g r a m St a t u s Ci t y o r To t a l 20 1 1 Ci t y Co m p l e t e * * A c t i v e Pr o j e c t D e s c r i p t i o n Ty p e Co n s u l t a n t Bu d g e t Bu d g e t Gr a n t s F u n d ( s ) # A d v e r t i s e C o n s t P h a s e Comments Sc h e d u l e Pr o j e c t B u d g e t Fi v e C o r n e r s R o u n d a b o u t ( 2 1 2 t h St . S W @ 8 4 t h A v . W ) St r e e t D a v e Ev a n s $2 , 2 1 6 , 0 0 0 $ 0 $ 4 6 3 , 0 0 0 1 1 2 T B D T B D D e s A F e d e r a l g r a n t ( C M A Q ) w a s s e c u r e d f o r t h e d e s i g n a n d r i g h t - of - w a y a c q u i s i t i o n p h a s e s ( D e s i g n : $ 2 9 0 , 0 0 0 ; R O W : $1 7 3 , 0 0 0 ) . F u n d i n g c u r r e n t l y i s n ' t s e c u r e d f o r t h e c o n s t r u c t i o n p h a s e . Ma i n S t r e e t P e d e s t r i a n L i g h t i n g fr o m 5 t h A v e t o 6 t h A v e St r e e t P a r a m e t r i x $ 7 2 5 , 0 0 0 $1 1 5 , 0 0 0 $ 7 2 5 , 0 0 0 1 1 2 A u g - 1 2 D e c - 1 2 D e s A F e d e r a l g r a n t w a s s e c u r e d f o r d e s i g n a n d c o n s t r u c t i o n (t o t a l a m o u n t : $ 7 2 5 , 0 0 0 ) . Re s i d e n t i a l N e i g h b o r h o o d T r a f f i c Ca l m i n g St r e e t C i t y $5 0 , 0 0 0 $5 0 , 0 0 0 _ G e n e r a l _ D e c - 1 1 P r e $ 5 0 , 0 0 0 p r o g r a m m e d f o r 2 0 1 1 f r o m t h e G e n e r a l F u n d , al l o w i n g f o r t h e s t a r t o f t h e t r a f f i c c a l m i n g p r o g r a m . Sh e l l V a l l e y E m e r g e n c y A c c e s s Ro a d St r e e t P e r t e e t $ 6 1 0 , 0 0 0 $4 8 6 , 5 0 0 $ 3 5 0 , 0 0 0 1 1 2 / 4 1 2 J u n - 1 1 t b d D e s De s i g n a t 9 5 % . Co r p s o f E n g i n e e r s p e r m i t i s s u e d SE P A a p p r o v e d b y P l a n n i n g . EO 0 5 - 0 5 C o m p l i a n c e s e c u r e d D e s i g n t o b e r e v i e w e d b y D O E G r a d i n g p e r m i t u n d e r r e v i e w SR 5 2 4 W a l k w a y St r e e t R e i d Mi d d l e t o n $9 4 9 , 8 0 6 $0 $5 8 1 , 3 2 1 1 1 2 F e b - 0 9 M a r - 1 0 C o n Wo r k i n g w i t h c o n t r a c t o r t o c l o s e - o u t p r o j e c t . St a t e R o u t e ( S R ) 9 9 I n t e r n a t i o n a l Di s t r i c t E n h a n c e m e n t s ( P h a s e 1 an d 2 ) St r e e t C H 2 M H i l l $ 7 3 0 , 0 0 0 $2 2 4 , 9 6 2 $ 6 6 2 , 0 0 0 1 2 9 A p r - 1 2 S e p - 1 2 D e s A g r a n t w a s s e c u r e d f o r P h a s e 1 i n t h e a m o u n t o f $ 3 7 3 , 0 0 0 (d e s i g n a n d c o n s t r u c t i o n ) . . A g r a n t w a s s e c u r e d i n 2 0 1 0 f o r P h a s e 2 i n t h e a m o u n t o f $2 8 9 , 0 0 0 ( d e s i g n a n d c o n s t r u c t i o n ) . T h e c o n s t r u c t i o n o f P h a s e 1 w i l l b e c o m b i n e d w i t h P h a s e 2 , in o r d e r t o c o m p l e t e b o t h p r o j e c t s a s o n e i n 2 0 1 2 . 20 1 0 R e p l a c e m e n t P r o g r a m - Wa t e r l i n e W a t e r C i t y $ 2 , 1 9 1 , 0 7 8 $2 , 1 6 5 , 0 0 0 _ 4 1 2 J a n - 1 1 N o v - 1 1 C o n Co n s t r u c t i o n i n p r o g r e s s . E s t i m a t e d c o m p l e t i o n d a t e i s No v e m b e r 2 0 1 1 . 20 1 0 W a t e r S y s t e m P l a n U p d a t e W a t e r M S A $ 1 4 8 , 0 0 0 $0 _ 4 1 2 _ _ S t u d y St u d y C o m p l e t e d . 20 1 1 R e p l a c e m e n t P r o g r a m - Wa t e r l i n e W a t e r M S A $ 2 , 2 5 8 , 0 0 0 $1 , 9 8 1 , 0 0 0 _ 4 1 2 J u n - 1 1 D e c - 1 1 D e s De s i g n C o m p l e t e 6 / 1 4 / 2 0 1 1 . Bi d d i n g i n P r o g r e s s . B i d o p e n i n g s c h e d u l e d f o r 7 / 6 / 2 0 1 1 . 20 1 2 R e p l a c e m e n t P r o g r a m - Wa t e r l i n e W a t e r C i t y $ 1 , 6 4 0 , 2 0 0 $0 _ 4 1 2 M a r - 1 2 N o v - 1 2 P r e Si t e e v a l u a t i o n s i n p r o g r e s s a n d g e t t i n g a s u r v e y o r u n d e r co n t r a c t t o s u r v e y p r o j e c t s i t e . Su r v e y i n g o f P r o j e c t s i t e s i n p r o g r e s s . Co m p l e t i o n o f s i t e s u r v e y s e x p e c t e d e n d o f J u n e 2 0 1 1 be g i n n i n g J u l y 2 0 1 1 . Pr o j e c t d e s i g n t o b e g i n S e p t 2 0 1 1 . 76 t h A v e W W a t e r l i n e E x t e n s i o n wi t h L y n n w o o d Wa t e r R o t h H i l l $ 5 2 0 , 0 0 0 $0 _ 4 1 2 F e b - 1 2 _ P r e Fi n a l D r a f t o f i n t e r l o c a l s u b m i t t e d t o L y n n w o o d o n 6 / 2 1 / 2 0 1 1 . Al d e r w o o d M e t e r , S e a v i e w & Y o s t Im p r o v e m e n t s Wa t e r R H 2 $3 7 6 , 0 0 0 $3 0 3 , 0 0 0 _ 4 1 2 J a n - 1 1 A u g - 1 1 C o n Co u n c i l a p p r o v e d a n a d d i t i o n a l $ 1 6 4 , 0 0 0 f o r t h e 2 0 1 1 p r o j e c t bu d g e t . 7/ 7 / 2 0 1 1 P A G E 3 Pa c k e t Pa g e 97 of 25 3 PU B L I C W O R K S D E P A R T M E N T / E N G I N E E R I N G D I V I S I O N P R O J E C T S Ca p i t a l I m p r o v e m e n t P r o g r a m St a t u s Ci t y o r To t a l 20 1 1 Ci t y Co m p l e t e * * A c t i v e Pr o j e c t D e s c r i p t i o n Ty p e Co n s u l t a n t Bu d g e t Bu d g e t Gr a n t s F u n d ( s ) # A d v e r t i s e C o n s t P h a s e Comments Sc h e d u l e Pr o j e c t B u d g e t AM R M e t e r E v a l u a t i o n S t u d y W a t e r C o n s u l t a n t $ 5 0 , 0 0 0 $ 5 0 , 0 0 0 _ 4 1 2 _ _ S t u d y On h o l d . Fi v e C o r n e r s P u m p S t a t i o n Im p r o v e m e n t s W a t e r R H 2 $ 1 , 3 1 7 , 2 8 4 $6 1 , 0 0 0 _ 4 1 2 N o v - 0 8 J u n - 1 0 C l - o u t Pr o j e c t s u b m i t t e d f o r c l o s e o u t t o D O R ; L & I ; E S D . PR V S t a t i o n s 1 1 & 1 2 W a t e r C i t y $1 6 , 0 0 0 $1 6 , 0 0 0 _ 4 1 2 J u n - 1 1 A p r - 1 1 C o n Wo r k d o n e b y C i t y c r e w s . Pr o j e c t s c o m p l e t e . Ae r a t i o n B a s i n A i r D i f f u s e r Up g r a d e f o r E n e r g y S a v i n g s WW T P _ $7 4 , 7 8 6 _ _ _ _ S e p - 1 1 _ _ AT S R e p l a c e m e n t a n d N e w Bu i l d i n g WW T P _ $4 5 0 , 0 0 0 _ _ _ _ D e c - 1 1 P r e _ Fi b e r O p t i c N e t w o r k I n s t a l l a t i o n WW T P _ $2 5 , 0 0 0 _ _ _ _ D e c - 1 1 D e s _ Li g h t i n g U p g r a d e f o r E n e r g y Sa v i n g s WW T P _ $3 4 , 4 1 7 _ _ _ _ D e c - 1 1 _ _ No n - P o t a b l e W a t e r P u m p Mo d i f i c a t i o n f o r E n e r g y S a v i n g s WW T P _ $1 0 , 0 0 0 _ _ _ _ D e c - 1 1 _ _ Ou t f a l l D i f f u s e r M o d i f i c a t i o n f o r En e r g y S a v i n g s WW T P _ $4 4 , 7 7 5 _ _ _ _ D e c - 1 1 P r e _ Ro o f R e p l a c e m e n t f o r T h r e e Bu i l d i n g s WW T P _ $2 6 1 , 2 5 0 _ _ _ _ O c t - 1 1 _ _ Ru s t R e m o v a l a n d S t e e l Re c o a t i n g o n S e c o n d a r y C l a r i f i e r s WW T P _ $1 0 0 , 0 0 0 _ _ _ _ 2 0 1 2 _ _ VF D R e p l a c e m e n t s WW T P _ $1 0 0 , 0 0 0 _ _ _ _ 2 0 1 2 _ _ Pr e De s RO W Ad Co n Cl - O u t St u d y Co n s t r u c t i o n Cl o s e - o u t C o n s t r u c i o n C o n t r a c t St u d y Ri g h t - o f - W a y A c q u i s i t i o n Ad v e r t i s e f o r C o n t r u c t i o n B i d s ** A c t i v e P h a s e Pr e l i m i n a r y D e s i g n De s i g n 7/ 7 / 2 0 1 1 P A G E 4 Pa c k e t Pa g e 98 of 25 3 AM-4067   Item #: 2. A. City Council Committee Meetings Date: 07/12/2011 Time:5 Minutes   Submitted By:Stephen Clifton Department:Community Services Committee:Finance Type:Action Information Subject Title Authorization for Mayor to sign a Professional Services Agreement with Beckwith Consulting Group for Strategic Planning Consulting Services. Recommendation from Mayor and Staff City administration request that the Finance Committee recommend the City Council approve authorizing the Mayor to sign the Professional Services Agreement and to place the draft agreement on the July 19, 2011 City Council Agenda as an action item. Previous Council Action March 16, 2010 - The Edmonds City Council approved Resolution 1224, which expressed support for the Edmonds Edmonds Economic Development Commission (EDC) to move forward with its six higher priority recommendations. One of the proposals was for the “City Council to commit to developing a strategic plan, then reviewing/updating every year, ideally corresponding to the City Council’s annual retreat; this includes setting goals and continually assessing progress metrics” and to “develop a community vision that addresses a balance between quality of life and growth objectives while furthering Edmonds’ “green” initiatives”.  December 21, 2010 - The Edmonds City Council voted to approve funding to pay for a strategic planning process and plan as part of the 2011 budget.  April 5, 2011 - The Edmonds City Council voted to authorize City staff to advertise/issue Request for Proposal (RFP) for a Strategic Plan.  June 21, 2011 - The Edmonds City Council voted to enter into a contract with Beckwith Consulting Group to prepare a strategic plan. Narrative Attached is a Draft Professsional Services Agreement with Beckwith Consulting Group for Strategic Planning Services.  Attachments Attachment 1 - Professional Services Agreement with Beckwith Consulting Group - Strategic Planning Services for the City of Edmonds Form Review Inbox Reviewed By Date City Clerk Sandy Chase 07/07/2011 11:19 AM Mayor Mike Cooper 07/07/2011 03:13 PM Final Approval Sandy Chase 07/07/2011 03:46 PM Form Started By: Stephen Clifton Started On: 07/07/2011 10:49 AM Final Approval Date: 07/07/2011  Packet Page 99 of 253 Contract No. __________ Date ________________ City of Edmonds 121 FIFTH AVENUE N. ● EDMONDS, WA 98020 ● 425-771-0251 COMMUNITY SERVICES / ECONOMIC DEVELOPMENT DEPARTMENT Mike Cooper Mayor PROFESSIONAL SERVICES AGREEMENT BECKWITH CONSULTING GROUP STRATETIC PLANNING SERVICES FOR THE CITY OF EDMONDS THIS AGREEMENT, made and entered into between the City of Edmonds, hereinafter referred to as the “City”, and Beckwith Consulting Group, hereinafter referred to as the “Consultant”; WHEREAS, the City desires to engage the professional services and assistance of a consultant to guide a strategic planning process for the City of Edmonds, Washington resulting in the creation of a community wide vision and strategic plans set forth in the attached Statement of Work, Exhibit A hereto; and NOW, THEREFORE, in consideration of mutual benefits accruing, it is agreed by and between the Parties hereto as follows: 1. Statement of Work. The Statement of Work shall include all services and material necessary to accomplish the above-mentioned objectives in accordance with the specifics noted below. A. General Description. At the request of City staff, the Consultant will provide strategic planning consulting, project management, and other services not described in the Statement of Work as directed by the City’s representative. The specific Statement of Work can be found in Exhibit A, attached hereto and fully incorporated herein by this reference. B. Authorization Required. In conjunction with the City staff, the Consultant will prepare work plans consistent with the Statement of Services for approval by the Community Services/Economic Development Director of the City, or his designee. All services performed pursuant to this Agreement shall be consistent with the approved work plans. Each and every task billed under this Agreement shall be subject to the Packet Page 100 of 253 Page 2 of 22 requirement that it be authorized by the City. Such authorization shall be written and may be documented by e-mail. 2. Payments. The Consultant shall be paid by the City for completed work for services rendered under this Agreement as provided hereinafter. Such payment shall be full compensation for work performed or services rendered and for all labor, materials, supplies, equipment and incidentals necessary to complete the work. A. Amount. Payment for work accomplished under the terms of this Agreement shall be as set forth in the Statement of Work and the authorization provided under paragraph 1(B) above, provided that in no event shall the payment for work performed pursuant to this Agreement exceed the sum of One Hundred Thousand and No/100 Dollars ($100,000), i.e., Ninety Seven Thousand Five Hundred Sixty and No/100 Dollars ($97,560) for the subtotal, and Two Thousand Four Hundred Forty and No/100 Dollars ($2,440) for contingency. B. Payment Approval. All vouchers shall be submitted by the Consultant to the City for payment pursuant to the terms of this Agreement. The City shall pay the appropriate amount for each voucher to the Consultant. The Consultant may submit vouchers to the City monthly during the progress of the work for payment of completed phases of the project. Billings shall be reviewed in conjunction with the City's warrant process. No billing shall be considered for payment that has not been submitted to the Finance Director three (3) days prior to the scheduled cut-off date. Such late vouchers will be checked by the City and payment will be made in the next regular payment cycle. Invoices will be in a form and content reasonably acceptable to the City and will describe: • Services performed • Number of hours expended in performing the services • Base contract amount • Amount invoiced to date • Current invoiced amount • Contract balance amount The specific time and materials schedule can be found in Exhibit B, attached hereto and fully incorporated herein by this reference. C. Record Retention. The costs, records and accounts pertaining to this Agreement are to be kept available for inspection by representatives of the City for a period of three (3) years after final payment. Copies shall be made available upon request. Packet Page 101 of 253 Page 3 of 22 3. Ownership and Use of Documents. All research, tests, surveys, preliminary data and any and all other work product prepared or gathered by the Consultant in preparation for the services rendered by the Consultant under this Agreement shall be and are the property of Consultant provided, however, that: A. Final Document. All final reports, presentations and testimony prepared by the Consultant shall become the property of the City upon their presentation to and acceptance by the City and shall at that date become the property of the City. B. Copies. The City shall have the right, upon reasonable request, to inspect, review and copy any work product during normal office hours. Documents prepared under this agreement and in the possession of the Consultant may be subject to public records request and release under Chapter 42.56 RCW. C. Default. In the event that the Consultant shall default on this Agreement, or in the event that this contract shall be terminated prior to its completion as herein provided, the work product of the Consultant, along with a summary of work done to date of default or termination, shall become the property of the City and tender of the work product and summary shall be a prerequisite to final payment under this contract. The summary of work done shall be prepared at no additional cost. 4. Time of Performance. The Consultant shall perform the work authorized by this Agreement promptly in accordance with the receipt of the required governmental approvals. 5. Hold Harmless Agreement. The Consultant shall indemnify and hold the City and its officers and employees harmless from and shall process and defend at its own expense all claims, demands, or suits at law or equity arising in whole or in part from the Consultant’s negligence or breach of any of its obligations under this Agreement; provided that nothing herein shall require a Consultant to indemnify the City against and hold harmless the City from claims, demands or suits based solely upon the conduct of the City, its agents, officers and employees; and provided further that if the claims or suits are caused by or result from the concurrent negligence of (a) the Consultant’s agents or employees, and (b) the City, its agents, officers and employees, this indemnity provision with respect to (1) claims or suits based upon such negligence (2) the costs to the City of defending such claims and suits shall be valid and enforceable only to the extent of the Consultant’s negligence or the negligence of the Consultant’s agents or employees. The Consultant shall comply with all applicable sections of the applicable Ethics laws, including RCW 42.23, which is the Code of Ethics for regulating contract interest by municipal officers. The Consultant specifically assumes potential liability for actions brought by the Consultant’s own employees against the City and, solely for the Packet Page 102 of 253 Page 4 of 22 purpose of this indemnification and defense, the Consultant specifically waives any immunity under the state industrial insurance law, Title 51 RCW. 6. General and Professional Liability Insurance. The Consultant shall obtain and keep in force during the terms of the Agreement, or as otherwise required, the following insurance with companies or through sources approved by the State Insurance Commissioner pursuant to Title 48 RCW. Insurance Coverage A. Worker’s compensation and employer’s liability insurance as required by the State. B. Commercial general liability and property damage insurance in an aggregate amount not less than two million dollars ($2,000,000) for bodily injury, including death and property damage. The per occurrence amount shall not exceed one million dollars ($1,000,000). C. Vehicle liability insurance for any automobile used in an amount not less than a one million dollar ($1,000,000) combined single limit. D. Professional liability insurance in the amount of one million dollars ($1,000,000). Excepting the Worker’s Compensation Insurance and Professional Liability Insurance secured by the Consultant, the City will be named on all policies as an additional insured. The Consultant shall furnish the City with verification of insurance and endorsements required by the Agreement. The City reserves the right to require complete, certified copies of all required insurance policies at any time. All insurance shall be obtained from an insurance company authorized to do business in the State of Washington. The Consultant shall submit a verification of insurance as outlined above within fourteen days of the execution of this Agreement to the City. No cancellation of the foregoing policies shall be effective without thirty days prior notice to the City. The Consultant’s professional liability to the City shall be limited to the amount payable under this Agreement or one million dollars ($1,000,000), whichever is the greater, unless modified elsewhere in this Agreement. In no case shall the Consultant’s professional liability to third parties be limited in any way. Certificates of coverage shall be delivered to the City within fifteen (15) days of execution of this Agreement. Coverage limit provided herein is neither intended nor shall it cap Consultant’s liability resulting from breach of contract, warranty, negligence or any other act of tort. 7. Discrimination Prohibited. Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, age, sex, national origin or physical handicap. 8. Consultant is an Independent Contractor. The Parties intend that an independent Contractor relationship will be created by this Agreement. No agent, Packet Page 103 of 253 Page 5 of 22 employee or representative of the Consultant shall be deemed to be an agent, employee or representative of the City for any purpose. Consultant shall be solely responsible for all acts of its agents, employees, representatives and subcontractors during the performance of this contract. 9. City Approval of Work and Relationships. Notwithstanding the Consultant’s status as an independent contractor, results of the work performed pursuant to this contract must meet the approval of the City. During pendency of this Agreement, the Consultant shall not perform work for any party with respect to any property located within the City of Edmonds or for any project subject to the administrative or quasi- judicial review of the City without written notification to the City and the City’s prior written consent. 10. Termination. This being an Agreement for professional services, either party may terminate this Agreement for any reason upon giving the other party written notice of such termination no fewer than ten (10) days in advance of the effective date of said termination. 11. Changes/Additional Work. The City may engage Consultant to perform services in addition to those listed in this Agreement, and Consultant will be entitled to additional compensation for authorized additional services or materials. All such authorizations shall comply with paragraph 1(B) above. The City shall not be liable for additional compensation until and unless any and all additional work and compensation is approved in advance in writing and signed by both Parties to this Agreement. If conditions are encountered which are not anticipated in the Statement of Works, the City understands that a revision to the Statement of Work and fees may be required. Provided, however, that nothing in this paragraph shall be interpreted to obligate the Consultant to render or the City to pay for services rendered in excess of the payments discussed in Section 2.A, unless or until an amendment to this Agreement is approved in writing by both Parties. 12. Standard of Care. Consultant represents that Consultant has the necessary knowledge, skill and experience to perform services required by this Agreement. Consultant and any persons employed by Consultant shall use their best efforts to perform the work in a professional manner consistent with sound practices, in accordance with the usual and customary professional care required for services of the type described in the Statement of Work. 13. Non-waiver. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 14. Non-assignable. The services to be provided by the Contractor shall not be assigned or subcontracted without the express written consent of the City. Packet Page 104 of 253 Page 6 of 22 15. Covenant Against Contingent Fees. The Consultant warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for the Consultant, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for the Consultant, any fee, commission, percentage, brokerage fee, gifts or any other consideration contingent upon or resulting from the award of making this contract. For breach or violation of this warranty, the City shall have the right to annul this contract without liability or, in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 16. Compliance with Laws. The Consultant in the performance of this Agreement shall comply with all applicable Federal, State or local laws and ordinances, including regulations for licensing, certification and operation of facilities, programs and accreditation, and licensing of individuals, and any other standards or criteria as described in the Agreement to assure quality of services. The Consultant specifically agrees to obtain a business license during and for any period in which services are provided under this Agreement. 17. Notices. Notices shall be sent to the following address, with receipt of any notice being deemed effective three days after deposit of written notice. City Consultant Stephen Clifton Tom Beckwith c/o City of Edmonds c/o Beckwith Consulting Group 121 Fifth Avenue North P.O. Box 704 Edmonds, WA 98020 LaConner, WA 98257 18. Severability. This Agreement shall be read and interpreted as a whole, except that the capitalized and underlined headings for each numbered paragraph are for descriptive purposes and shall not prevail over the provision which they head. In the event that any provision herein shall be struck down, particularly those contained in paragraph 7 (Consultant is an independent Contractor), this Agreement shall be at an immediate end. 18. Integration. The Agreement between the Parties shall consist of this document and the Exhibits attached hereto. These writings constitute the entire Agreement of the parties and shall not be amended except by a writing executed by both parties as provided in paragraph 11 (Changes/Additional Work). In the event of any conflict between this written Agreement and any provisions of Exhibits attached hereto, this Agreement shall control. Packet Page 105 of 253 Page 7 of 22 19. Venue and Jurisdiction. Any action to interpret or enforce this Agreement shall be brought before the Superior Court of Snohomish County, Washington, and the Parties agree that, as between them, all matters shall be resolved in that venue. DATED THIS ________ DAY OF _____________________, 2011. CITY OF EDMONDS Mayor Mike Cooper ATTEST/AUTHENTICATED: By: Sandra S. Chase, City Clerk APPROVED AS TO FORM: By: Office of the City Attorney CONSULTANT By: Its: STATE OF WASHINGTON ) COUNTY OF __________ ) I certify that I know or have satisfactory evidence that ___________________ is the person who appeared before me, and said person acknowledged that he/she signed this instrument, and on oath stated that he/she was authorized to execute the instrument as the ____________________ of ____________________________________ to be the free and voluntary act of such party for the uses and purposes mentioned in the instrument. DATED: ___________________ NOTARY PUBLIC Printed Name: My appointment expires: Packet Page 106 of 253 Page 8 of 22 Exhibit A Strategic Plan Statement of Services /Scope of Work Task 1: Conduct EDC/PB/Council retreat #1 Beckwith Consulting Group (BCG) BCG will conduct a workshop with Department Directors, Economic Development Commission (EDC), Planning Board (PB), City Council, and others the City deems appropriate to review the goals and objectives, scope, tasks of work, time schedule, and other particulars of the proposed work program before finalizing your process. This would provide participants an opportunity to review and strategize about:  Vision - concerning the context, scope, and particulars of this proposed strategic planning process.  Assessment – of the participants and products that have been achieved by the 2009 EDC & PB Joint Annual Report, Levy Lid Lift Committee, Westgate and Five Corners Charrettes, Mayor’s Survey, and other public and private plans and projects to-date.  Identification of who and how to involve – key stakeholders, business and property owners, organizations and interest groups, as well as the public-at-large. Department Directors, EDC, PB, and Council will review the proposed process and identify issues and concerns to be resolved during the course of work. Based on the results of the retreat, BCG will refine the proposed tasks, schedules, and other particulars if necessary based on outcome of the retreat.  Website - BCG will create direct linkages to the City’s website devoted to this strategic planning process including pages with objectives, scope of work, schedules, e-mail notification, and sign-up for continuous newsletter distributions.  Event outreach - BCG will staff booths at community events including the Summer Market, Arts Festival, Waterfront Festival, Taste of Edmonds, and others to provide materials and surveys that will generate public interest and solicit comments on the strategic planning process. Deliverable - a refined schedule, list of strategic planning participants, and identification of issues to be covered in the strategic planning process. A series of newsletters will be published in/posted on the City’s website for public distribution. Packet Page 107 of 253 Page 9 of 22 Phase 1: Compile background/interviews Task 2: Conduct internal/external scans Working with Department Directors, BCG will compile and analyze the following conditions for strategic plan evaluation.  2010 Comprehensive Plan – including environment, economic, housing, land use, transportation, parks and recreation, and public facilities goals and projects,  2011 Budget, Annual Financial Statement, and Capital Improvements Program – including near term and future cost, revenue, and capital financing projections,  Census– comparative data from the 2000 and 2010 census, American Community Survey (ACS), ERSI, and other sources on socioeconomic characteristics and changes in Edmonds, Puget Sound, Washington, US,  OFM, DOR, and Snohomish County data - on retail sales, property values, buildable lands, housing market conditions, etc Deliverable – internal/external scans of existing comparative conditions and trends organized into a format for strategic plan discussion. Task 3: Interview stakeholders BCG will conduct personal interviews and/or focus group sessions with key officials, property and business owners, public organizations, user groups, and other parties of interest identified from the results of the retreat in task 1 regarding:  extent of involvement in city activities,  perceived problems or opportunities with existing/future conditions,  suggestions concerning opportunities and possibilities, and  interest in participating in possible strategic planning opportunities. Deliverable – a copy of stakeholder interviews along with a report documenting major findings. Task 4: Conduct EDC/PB/Council retreat #2 BCG will review the results of the existing conditions inventory and analysis and stakeholder interviews with Department Directors, EDC, PB, and Council during a public workshop session. Your workshop participants will review results and define implications to be covered in future tasks. Deliverable – outline of issues to be reviewed with the public in the strategic planning process described in a newsletter on your website. Packet Page 108 of 253 Page 10 of 22 Assess public opinions Task 5: Conduct mail-back surveys of owners, employees, and customers BCG will conduct a series of mail-out and intercept surveys of business and property owners, employees, and customers concerning business conditions, current utilization of area stores and businesses, and their characteristics. BCG may design the surveys to be bulk mailed to 1,800+ licensed business owners and handed out to employees at Stevens Hospital, Edmonds School District, city staff, and key economic centers; and distributed to random sampled customers intercepted at major places of travel, business, recreation, and during community festivals within the downtown and Highway 99 business centers - whichever distribution method the City and BCG jointly deem most effective for each type of survey. The surveys will include closed and open-ended questions in a folded format allowing the respondent to mail-back the survey with a pre-printed business reply postage cover. BCG may design the surveys to ask each respondent group the following questions: Business owner surveys  reason for locating in Edmonds,  business trends including impact of internet and finance,  suggestions and recommendations concerning market possibilities,  willingness to participate or commit to possible strategic planning opportunities. Employee surveys  employee opinions of existing conditions including job opportunities, housing conditions and costs, support services such as training and childcare,  what employees perceive to be economic problems or opportunities, and  employee characteristics including place of residence, education, income, household status, and other particulars. Customer surveys  where customers shop within the city and with major competitors,  customer opinions of existing conditions including available products and services, parking access and capacities, building conditions, and images,  what customers perceive to be problems or opportunities, and  customer characteristics including place of residence, employment, income, household status, and other particulars. Packet Page 109 of 253 Page 11 of 22 Deliverable – a copy of the mail-back and intercept surveys results along with a report documenting major findings. Task 6: Conduct surveys of students BCG will design a hand-out/mail-back or internet survey to be taken by Edmonds middle and high school students. The survey, which may be coordinated with the school districts’ annual school student activity assessment requirements, will include a series of closed-ended questions about the student’s:  Workforce participation – including their volunteer, internship, or employment with city organizations, businesses, or other enterprises during the school year, vacations, or summer.  Vocational interests – in occupations or professions offered in high school, vocational school, college, or other instructional programs and the extent to which they believe the city provides opportunities to learn, work, or practice in such.  Job and volunteer desires – on the students part for volunteer, internship, or employment activities which are not currently offered by local organizations or businesses.  Participant characteristics – including place and length of residence, age and class, and home school. Deliverable – a copy of the hand-out/hand-back or internet survey results along with a report documenting major findings. Task 7: Conduct internet surveys of residents BCG will design, post, and collate internet surveys on a continuous basis to elicit resident opinions concerning problems, issues, opportunities, and other particulars that should be addressed during the strategic planning process. The on-line surveys will use photos and illustrations to ask the respondents a series of open and closed-ended questions rating:  existing conditions, strengths, and problems of the downtown, Westgate, Five Corners, Highway 99, Firdale Village, commercial districts, each neighborhood, and city in general,  possible approaches concerning environmental protections, economic opportunities, land use developments, housing conditions, traffic and transit, parks and recreation, general appearances, fiscal concerns, and other particulars,  respondent characteristics including age, household type, length of residence, place of work, and other particulars for sample control purposes. Packet Page 110 of 253 Page 12 of 22 Note – BCG will also create hardcopy versions of the on-line surveys that can be distributed and collected from various locations throughout the city for residents who do not use or are not comfortable taking the survey on-line. BCG will input the hardcopy versions into the on-line database to create an effective and integrated outreach of existing public opinions. If necessary, BCG will also create other language transcriptions of the surveys for distribution in areas where English is not the prevalent language. Deliverable – a copy of the on-going internet surveys results along with a report documenting major findings. Task 8: Conduct EDC/PB/Council retreat #3 BCG will review the results of the public outreach interviews and surveys with Department Directors, EDC, PB, and Council during public workshops. Workshop participants will review results and define implications concerning the content and direction of future strategic planning tasks. Deliverable - a series of possible strategic planning issues to be presented and developed in a charrette in task 9-10 published on a newsletter on your website. visioning charrette Task 9: Recruit delegates/distribute materials The City, EDC, PB, and Council will issue invitations and publish public notices to recruit persons to serve as delegates to the strategic planning charrette. The participants may include representatives of City advisory boards and commissions, business and public interest organizations, school district, key property and business owners, residents-at-large, and other parties of interest or impact on your strategic planning process. Depending on the number of applications, the City may select participants by lottery to ensure a random sample of interested parties and restrict the total number to a level that can be accommodated within a reasonably sized facility (@ 200 participants per evening for as many evenings as you wish to accommodate). As part of the recruitment process, BCG may query potential delegates on the issues of interest and importance to them concerning the strategic planning process. Based on delegate queries, BCG will compile, publish, and mail background materials to the delegates selected to participate in the charrette process. The materials may include background information on the results of the internal/external scans and surveys – as well as results of the EDC, PB, and Council retreats. Packet Page 111 of 253 Page 13 of 22 Deliverable – a roster of delegate participants who have signed on to participate in the charrette along with distribution of materials with which to become familiar with the topics of most interest to the strategic planning process. Task 10: Conduct charrette with delegates The City will host, and BCG will organize and conduct, a participatory strategic planning charrette with the delegates. BCG will conduct the session as a brainstorming workshop, where the participants divide into small groups of 20 or less to jointly create (and BCG facilitates) as many ideas as possible. Each group will be asked to respond to a mandatory list of questions and topics to make sure the entire delegation brainstorm the same objectives. The list of mandatory questions will be drawn from the results of the internal/external scans, interviews and surveys, and preceding EDC, PB, and Council retreats. Once each small group has completed the mandatory list, they may take up any other optional topics or subjects their group deems worthy. These initial charrettes will be developed without critical evaluation until the participants are satisfied that all possible ideas have been explored. The participants will then evaluate every proposal listing negative and positive features. Where appropriate, BCG may refine, expand, or combine proposals as a means of increasing positive and decreasing negative features. BCG will continue the iterative charrette until the participants are satisfied that every idea has been fully evaluated. BCG will then poll the groups to determine the level of support available for each proposal. The participants will then determine, based on the polling results, which concepts or concept refinements BCG develops into detailed strategic planning elements in following tasks. Note – BCG will provide facilitators, and train City staff members, to work with BCG to scribe and facilitate the small group charrettes. BCG has done this before with other client representatives with much success. Deliverable – brainstorming ideas for a list of mandatory and thus common topics created by groups small enough to have interaction necessary to create a range of possible strategic planning solutions along with a ranking score by which to determine most to least priorities. Task 11: Collate charrette results BCG will compile a comparative description of the charrette results that emerge from each delegate worktable that participated in task 10. Where appropriate, BCG will generate supplementary graphics, text, or concepts common of each delegate group’s strategic planning proposals. Packet Page 112 of 253 Page 14 of 22 Deliverable – a report documenting and collating the results of the small group sessions into a comparative matrix which can be prioritized and presented to the public for reactions. Task 12: Conduct EDC/PB/Council retreats #4a and 4b BCG will review and discuss the charrette results that emerge from task 11 with Department Directors, EDC, PB, and Council during public workshop sessions. Workshop participants will evaluate the proposals, and where appropriate, help generate supplementary graphics, text, or even common concepts to be further considered by the delegates and public. Based on the City’s reviews, BCG will edit a summary description of the comparative charrette results and incorporate the proposals into Powerpoint and website presentations. BCG will distribute the updated materials to the delegates for evaluation in the tasks following. Retreat number 4 has been split into 2 parts in order to provide Council an opportunity to review the results of the delegate recruitment and charrette agenda - including a practice session in October (4a), and in November, the City Council will have an opportunity to review the results before Beckwith Consulting Group begins drafting the strategic plan. Deliverable – City review and validation of charrette results for distribution for delegate and public comment. Phase 2: Develop strategic plan 13: Draft strategic plan Based on the results of task 12, BCG will work with Department Directors to develop a strategic plan based on the charrette proposals that the EDC, PB, and Council validate. Depending on the results, the strategic plan could include elements dealing with:  Community prioritization of services/capital/projects/initiatives - The City is interested in successful prioritization of services with the following objectives: ability to evaluate services the City provides, one versus another; to better understand the City’s services in the context of the cause-and-effect relationship they have on the organization’s priorities; to provide a higher degree of understanding among decision makers as they engage in a process to rank services based on priorities; and articulate to people within the City and to the public how the City values its services, how the City invests in its priorities, and how the City divest itself of lower-priority services (if necessary).  Branding and marketing – including tagline, message, and other contents with which to sell the community brand on the City’s website, brochures, video productions, and other outreach media,  Retail development strategies – including identification of the retail businesses to retain and recruit with which to close retail gaps and expand City sales taxes,  Business development strategies – including identification of the small and large businesses to retain, expand, and recruit with which to provide City residents local employment opportunities,  Tourism strategies – including the special events, historical attractions, artworks and artists to retain and recruit with which to expand and Packet Page 113 of 253 Page 15 of 22 market the City’s tourism interests,  Housing strategies – including what kinds of households the City seeks and/or needs to house in Edmonds and how to provide/produce housing products that fit each household/market segment,  Land use strategies – including opportunities within the downtown, Westgate, Five Corners, Firdale Village areas, and along Highway 99 with which to develop mixed use projects and neighborhoods with opportunities to live, work, shop, and play,  Transportation strategies – including continued expansion of your ferry, rail, transit, bike, and walk networks with which to provide City residents, employees, and tourists modes of travel that reduce vehicle traffic and greenhouse gas emissions,  Urban design strategies – including historic and mixed use design standards and form-based codes as well as park, trail, gateway and wayfinding systems that will protect and enhance the quality of the City,  Green sustainability strategies – including the measures to be taken to reduce carbon footprints, use recycled materials, apply smart and low impact development measures, and other green building applications,  Sustainability strategies – including identification of sustenance levels and corresponding employee and service requirements by which to sustain the community now and in the future,  Levels-of-service and the providers – for public administration, police, fire, EMT, public works, parks, and other services and the public, nonprofit, private organizations with which to provide them,  Fiscal strategies – including the combination of fees, taxes, levies, bonds, lease-to-own (LTO) capital facility development/procurement strategies, and other measures to finance City services and facilities,  Benchmarks – and the method and metric parameters for measuring and evaluating progress towards the attainment of each strategic objective outlined above. Deliverable – a strategic plan for each element that materializes from the process along with descriptions of required tasks, responsibilities, participants, costs, and milestone measurements that can be reviewed and critiqued with City staff and the EDC, PB, Council, and public. Task 15: Conduct forum(s) with delegates and public The City will host, and BCG will conduct, a public exhibition and open house to review the strategic planning proposals with the delegates and public-at- large. Prior to the forum, BCG will mount displays of summaries of the major strategic planning proposals at prominent sites throughout the city and assist the City, if desired, in presentations of the strategic planning proposals to the Downtown Edmonds Merchants Association, Greater Edmonds Chamber of Commerce, Port of Edmonds, Edmonds School District, Stevens Hospital, and others. On the day of the forum, BCG will display illustrations of the strategic planning proposals around the meeting room walls in a manner to facilitate review by the charrette delegates and public. BCG will distribute a written survey to each participant as they enter the forum indexed to the graphic displays. The survey will also ask the delegates to rank the strategies and examples on a preference scale ranging from do not implement or not appropriate, to highly desirable to Packet Page 114 of 253 Page 16 of 22 incorporate into action plans. Deliverable – a public open house with exhibits, newsletter, and internet survey on your website describing the open house exhibits and results of the survey questions. Task 15: Conduct EDC/PB/Council retreat #5 BCG will review and discuss the draft strategic plan elements that emerge from task 13 and the results of the open house from task 14 with Department Directors, EDC, PB, and Council during public workshop sessions. Workshop participants will review the draft strategic plan and identify issues to be tested with the public. Deliverable – Department Directors, EDC, and PB review and critique of a draft strategic plan and identification of issues to be tested and prioritized with the public. Test plan with public Task 16: Conduct phone/controlled internet survey of voter households BCG will design and recruit by telephone a random sample of registered voter households and provide them a link to a controlled and illustrated internet survey that they can complete on-line or a hardcopy survey that they can fill out and mail-back to us to input on-line. The survey will ask the respondents their opinions, preferences, and priorities concerning the proposed strategic planning concept(s). BCG will also ask the respondents what impact the strategic planning proposals realization will have on their shopping, entertainment or recreation habits, housing preferences, economic prospects, or other behavior patterns. The results will provide the City a statistically valid method of determining public support for various strategic planning concepts and strategies, particularly aspects requiring public implementation and financing. Deliverable – a copy of the phone/internet survey results along with a report documenting major findings and recommendations. Task 17: Conduct forum with delegates and public The City will host, and BCG will conduct, another public open house to review the phone/internet survey results with the delegates and public-at- large. BCG will review and compare the results of the survey with the charrette delegates’ priorities. Packet Page 115 of 253 Page 17 of 22 BCG will identify key and common priorities, and the behavioral changes the voter household respondents indicate could occur as a result of key strategic planning proposal implementations. BCG will also discuss the survey respondent reactions to and preferences for various strategic planning implementation measures. Deliverable – a public open house with exhibits and newsletter on the City’s website describing the results of the phone/internet survey and open house. Task 18: Conduct EDC/PB/Council retreat #6 BCG will review and discuss the phone/internet survey results and the forum comments with Department Directors, EDC, PB, and Council during public workshop sessions. Workshop participants will consider the survey and forum implications and finalize strategic planning proposals and concepts to be adopted in plans and implementation measures Deliverable – a detailed list of specific strategic planning proposals to be reviewed and approved for implementation. Document/approve strategic plan Task 19: Finalize/publish strategic plan documents BCG will review the results of task 18 and finalize the following documents:  Website, Powerpoint, Channel 21/39, and brochure handouts - containing summaries of your strategic planning goals, objectives, strategies, and any other appropriate summary information.  Narrative plan - containing narrative presentations of the City’s strategic planning measures and milestones.  Technical appendices – containing the results of all process tasks including the internal/external trend scans, stakeholder interviews, mail- out/mail-back surveys, strategic planning charrette, and phone/internet survey. Deliverable – consolidated strategic planning documents in a format complying with GMA/SEPA requirements. 20: Conduct Planning Board and City Council hearings BCG will assist the City in presenting final strategic planning strategies and implementation measures to the Planning Board and City Council during a series of public hearings as required by state planning enabling acts. Deliverable - one-of-a-kind exhibits and a public record describing final hearing comments and approvals. Packet Page 116 of 253 Page 18 of 22 Exhibit A.1 Edmonds Strategic Plan task number and content S M T W T F S July 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 1 Conduct Council/EDC/PB retreat #1 24 25 26 27 28 29 30 31 August 2-3 Conduct scans/interview stakeholders 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 4 Conduct Council/EDC/PB retreat #2 21 22 23 24 25 26 27 5-7 Survey owners, employees, students, residents 28 29 30 31 September 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 8 Conduct Council/EDC/PB retreat #3 25 26 27 28 29 30 October 1 9 Recruit delegates and distribute materials 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 12 Conduct Council/EDC/PB retreat #4a 23 24 25 26 27 28 29 30 31 Packet Page 117 of 253 Page 19 of 22 November 10 Conduct charrette with delegates 1 2 3 4 5 11 Collate charrette results 5 6 8 9 10 11 12 13 14 15 16 17 18 19 12 Conduct Council/EDC/PB retreat #4b 20 21 22 23 24 25 26 13 Draft strategic plan 27 28 29 30 December 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 15 Conduct Council/EDC/PB retreat #5 25 26 27 28 29 30 31 January 2012 14/16 Conduct forum(s) w/delegates/public - survey 1 2 3 4 5 6 7 city voter households 8 9 10 11 12 13 14 15 16 17 18 19 20 21 18 Conduct Council/EDC/PB retreat #6 22 23 24 25 26 27 28 19 Finalize/publish strategic plan documents 29 30 31 February 1 2 3 4 5 6 7 8 9 10 11 20a Conduct Planning Board hearings 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 March 1 2 3 20b Conduct Council hearings 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 All Council/EDC/PB meetings to be conducted at ….. from …. pm. 11/14 Charrettes and open houses to be conducted …. pm at …... Packet Page 118 of 253 Page 20 of 22 Gantt Chart Exhibit A.1 Edmonds Strategic Plan Team Leader/Planner - Tom Beckwith FAICP |Economic Development - Eric Hovee, Paul Dennis AICP, Andrea Logue | |Community Development - Steve Price, Nancy Jordan, David Schroedel AICP | | |Communications/Phone-Internet Surveys - Aimee Beckwith, GMA Market Researc | | | | | | | | | | | |labor labor mtls/total Initiate process | | | | 1 2 3 4 5 6 7 8 9 10 hrs cost expense cost 1 Conduct EDC/PB/Council retreat #1 X X X O 24 $2,520 $0 $2,520 Phase 1 Compile background/interviews 2 Conduct internal/external scans X X X 96 $10,080 $0 $10,080 3 Interview stakeholders X X X 56 $5,880 $0 $5,880 4 Conduct EDC/PB/Council retreat #2 X X X O 24 $2,520 $250 $2,770 Survey public 5 Conduct mail-back surveys - X X 40 $4,200 $0 $4,200 6 Conduct hand-back surveys - X X 20 $2,100 $0 $2,100 7 Conduct internet surveys - X X 36 $3,780 $0 $3,780 8 Conduct EDC/PB/Council retreat #3 X X X O 24 $2,520 $250 $2,770 Conduct charrette 9 Recruit delegates/distribute X X 32 $3,360 $0 $3,360 10 Conduct charrette w/delegates X X X O 72 $7,560 $350 $7,910 11 Collate charrette results X `24 $2,520 $0 $2,520 12 Conduct EDC/PB/Council retreat #4 X X X O O 24 $2,520 $250 $2,770 Phase 2 Develop draft strategic plan 13 Draft strategic plan X X X 140 $14,700 $0 $14,700 14 Conduct forum(s) X X X O 24 $2,520 $250 $2,770 15 Conduct EDC/PB/Council retreat #5 X X X O 32 $3,360 $250 $3,610 Test proposals with public 16 Survey city voter households*X X 48 $5,040 $6,000 $11,040 17 Conduct forum(s) X X X O 24 $2,520 $250 $2,770 18 Conduct EDC/PB/Council retreat #6 X X X X O 32 $3,360 $250 $3,610 Document/approve strategic plan 19 Finalize/publish strategic plan X X X X 80 $8,400 $0 $8,400 20 Conduct PB, Council hearings X O O 16 $1,680 $250 $1,930 * Includes telephone surveys.Subtotal 852 $89,460 $8,100 $97,560 Contingency 3%$2,440 Project budget $100,000 Assumptions 2 Assumes City will help compile and assess existing conditions. 3 Assumes personal interviews with up to 24 key stakeholder individuals and/or focus groups in workshops. 5 6 Assumes School District will facilitate surveys in conjunction with their annual activities survey requirement. 7 10 Assumes session involving facilitation of all delegates in planning charrette sessions with city staff members trained and participating with consultant team as scribes and facilitators. 14 Assumes meeting involving graphic preference materials and surveys. Also includes development of exhibitions for display before the forum throughout city and in road show presentations. 16 Assumes completion of 600 phone/internet surveys for an accuracy of +/-3%. Additional survey accuracy can be provided at cost of $20 per completed survey. 17 Assumes meeting involving exhibition of charrette proposals in open house format with surveys. Also includes development of exhibitions for display before the forum throughout city and in road show presentations. Hourly rates - $100-135 principal, $75-100 professional, $55-75 technical, and $25-55 support personnel. Assumes BCG will create hard-copy handouts that can be distributed in the library, arts center, community center, and other public facilities. Assumes BCG will design, collate, and distribute mail-back surveys to major employers and employees. Assumes BCG will organize and conduct intercept surveys of downtown and other customer destinations. Packet Page 119 of 253 Page 21 of 22 Exhibit B Beckwith Consulting Group Time and Materials Schedule as of 1 January 2011 Payment for professional services may be on the basis of the following hourly rates of staff engaged on the project plus direct expenses, outside consultants, and rental of specialized equipment: Hourly Rates: Rates for standard basic services shall be at the rates shown which are based on a multiple of 2.5 times the employee's direct personnel expense. Rates for overtime, where required and authorized by the Client, shall be at the standard rate for regular working hours and at the special rates for any extra hours authorized. Rates for special services such as special consulting, consulting reports and/or court testimony shall be at a multiple of 3.0 times the employee's direct personnel expense on the project as defined here. Direct Personnel Expense: Direct Personnel Expense is defined as the gross hourly salaries of staff engaged on the project and the cost of their mandatory and customary fringe benefits. Gross hourly salary is defined as the employee's base yearly salary divided by 2,080 hours per year. Mandatory and customary fringe benefits are defined as statutory employee benefit, insurance, sick leave, holidays, vacations and the like. Direct Expenses: Travel outside the Puget Sound Region (King, Kitsap, Pierce, and Snohomish Counties) at $0.20 per mile plus any ferry or parking charges. Blueprints, photographs, photocopying, and other printing or reproduction services provided outside the Beckwith Consulting Group's offices at cost of the service plus 10% for management, coordination and responsibility. Board and lodging outside the Puget Sound Region (King, Kitsap, Pierce, and Snohomish Counties) at the cost of expense. Postage, long distance telephone, telegram, and other communications sent at cost of the service plus 10% for coordination and utility taxes. Hourly Rates for Standard Service: Team member Standard hourly rate Tom Beckwith FAICP $175.00 Eric Hovee $185.00 Paul Dennis $120.00 Andrea Logue $100.00 Steve Price $95.00 Nancy Jordan $75.00 David Schroedel AICP $85.00 Hourly rates may be changed each year to reflect cost-of-living wage increases. Adjustments for employee merit increases generally occur in January of each year, but may be made on an individual basis as performance warrants. Method of Compensation: Packet Page 120 of 253 Page 22 of 22 Invoices will be submitted once a month for services performed during the prior month. Invoices not paid within 30 days of issuance shall bear interest at the rate of 1.5% per month compounded monthly. Delinquency: The Client shall pay the Beckwith Consulting Group for all expenses incurred for collecting any delinquent amount including but not limited to liens, reasonable attorney's fees, witness fees, personnel expenses, document duplication, organization and storage costs, taxable court costs, travel and subsistence in addition to the delinquent amount. Packet Page 121 of 253 AM-4057   Item #: 2. B. City Council Committee Meetings Date: 07/12/2011 Time:10 Minutes   Submitted For:Jim Tarte Submitted By:Carl Nelson Department:Finance Committee:Finance Type:Information Information Subject Title Quarterly report regarding fiber optic opportunities. Recommendation from Mayor and Staff For Information Previous Council Action Resolution 1234 - Support of Continued Development of Fiber Optic Opportunities as a Source of City Revenue. The Finance Committee reviewed the quarterly report on 04-12-11 and recommended placing the report on the City Council Consent Agenda. Narrative The August 24, 2010 presentation of "Edmonds Fiber Optic Broadband Initiative - Background and Update" resulted in Resolution 1234 - setting the policy to review Fiber Optic "opportunity that serves the interest of the citizenry of Edmonds" and requiring quarterly reports to the Finance Committee. Progress has been made and local private businesses, the Edmonds Center for the Arts, and the Port of Edmonds are considering using City of Edmonds fiber for a portion of their business needs.  SNOCOM has been presented with a contract for provision of internet services and we are awaiting their response. Attachment 1 shows a June 30th 2011 snapshot of expenditures to date (minor changes may occur due to month end postings) and, using these numbers, Attachment 2 shows the estimated break even date of April 2015 remains reasonable.  It should be noted that either the SNOCOM service provision or the other potential local business partners will move up the estimated break even date. Washington State Courts of Appeals on July 5th affirmed the Snohomish County Superior Court ruling the City has the ability to sell excess capacity to residents and businesses: “...we conclude the City has the statutory and constitutional authority to issue the bonds, and affirm.”  Attached is a copy of their ruling and a summary article from the attorney. Thanks to all CTAC members over the years for their support and effort to make this possible.  The City of Seattle's support of the appeal effort to date has reimbursed $24,249.08 of legal fees (thus reducing the City's Professional Services expenditures). About $4,000 of the legal fees since the beginning of the year are not reimbursable.   Overall, expenditures for the 2011 Fiber Optic Budget have been proceeding as expected.  The bulk of that amount will cover ISP charges (approx $13,200), equipment maintenance ($2,500), lease/rental of network software and PUD poles ($4,000). Due to legal fees, the $5,000 that has been set aside for Professional Services for specialized network configuration will not be available should the need arise in 2011, but can be drawn from Repairs should it be needed. Attachments Attachment 1: Fiber Project Costs Attachment 2: Fiber Project Costs Attachment 3: Appeal Summary - Foster Pepper Attachment 4: Appeals Court Decision Packet Page 122 of 253 Form Review Inbox Reviewed By Date Finance Jim Tarte 07/05/2011 11:09 AM City Clerk Sandy Chase 07/07/2011 11:19 AM Mayor Mike Cooper 07/07/2011 03:13 PM Final Approval Sandy Chase 07/07/2011 03:46 PM Form Started By: Carl Nelson Started On: 07/01/2011  Final Approval Date: 07/07/2011  Packet Page 123 of 253 20 0 6 2 0 0 7 20 0 8 20 0 9 20 1 0 20 1 0 20 1 1 2011 (as of Jun 30) Ti t l e / O b j e c t Ac t u a l s A c t u a l s A c t u a l s A c t u a l s A c t u a l s B u d g e t e d Bu d g e t e d P r e l i m A c t u a l s 31 0 S U P P L I E S - $ - $ - $ 7 , 8 8 8 . 9 9 $ - $ 7, 8 8 8 . 9 9 $ 1, 0 0 0 . 0 0 -$ 7,888.99 $ 35 0 S M A L L E Q U I P M E N T - - - 1 7 , 3 3 6 . 1 7 1, 4 6 3 . 6 2 1, 0 0 0 . 0 0 18 , 7 9 9 . 7 9 0. 0 0 - 18,799.79 $ 41 0 P R O F E S S I O N A L S E R V I C E S 7, 7 9 5 . 6 8 34 , 8 8 6 . 8 7 76 , 3 7 0 . 3 9 93 , 1 1 6 . 0 2 46 , 8 2 6 . 3 6 54 , 0 0 0 . 0 0 25 8 , 9 9 5 . 3 2 5, 0 0 0 . 0 0 4,289.39 263,284.71 $ 42 0 C O M M U N I C A T I O N S - - 3 4 , 1 8 6 . 0 6 43 , 9 3 2 . 9 5 21 , 1 0 9 . 4 4 25 , 0 0 0 . 0 0 99 , 2 2 8 . 4 5 13 , 2 0 0 . 0 0 5,497.20 104,725.65 $ 45 0 R E N T A L / L E A S E - - - 4 , 5 5 2 . 9 3 3, 9 4 8 . 0 0 - 8, 5 0 0 . 9 3 4, 0 0 0 . 0 0 - 8,500.93 $ 48 0 R E P A I R S & M A I N T E N A N C E - - - 2 , 4 5 6 . 3 9 11 4 . 4 6 3, 6 0 0 . 0 0 2, 5 7 0 . 8 5 2, 5 0 0 . 0 0 750.01 3,320.86 $ 49 0 M I S C E L L A N E O U S - - 6. 0 5 60 0 . 0 0 2, 7 7 2 . 4 7 - 3, 3 7 8 . 5 2 0. 0 0 - 3,378.52 $ 64 0 E Q U I P M E N T - 1 2 6 , 2 4 8 . 0 0 - - - - 1 2 6 , 2 4 8 . 0 0 0. 0 0 - 126,248.00 $ To t a l   7, 7 9 5 . 6 8 16 1 , 1 3 4 . 8 7 11 0 , 5 6 2 . 5 0 16 9 , 8 8 3 . 4 5 76 , 2 3 4 . 3 5 10,536.60 $ 536,147.45 $ re i m b u r s e m e n t ( a ) ( 2 0 , 8 7 4 . 0 8 ) (2 0 , 8 7 4 . 0 8 ) ‐33 7 5 Est:(24,249.08) 55 , 3 6 0 . 2 7 50 4 , 7 3 6 . 7 7 511,898.37 Fi b e r O p t i c B u d g e t ( P a g e 3 1 o f 2 0 0 9 / 2 0 1 0 B u d g e t ) 29 2 , 0 6 2 . 0 0 1 9 7 , 2 0 0 . 0 0 1 1 3 , 6 0 0 . 0 0 8 3 , 6 0 0 . 0 0 25 , 7 0 0 . 0 0 Di f f e r e n c e b e t w e e n b u d g e t a n d e x p e n d i t u r e s (1 8 1 , 4 9 9 . 5 0 ) $ (2 7 , 3 1 6 . 5 5 ) $ (5 8 , 2 3 9 . 7 3 ) $ (2 8 , 2 3 9 . 7 3 ) $ (2 3 7 , 0 5 5 . 7 8 ) $ (15,163.40)$ (252,219.18)$ (2 6 7 , 0 5 5 . 7 8 ) $ af t e r b u d g e t a d j a) At t a c h m e n t  1 Total as of 6/30/2011 20 1 0  Pr o f e s s i o n a l  Se r v i c e s  fi g u r e s  ta k e  in t o  co n s i d e r a t i o n  re i m b u r s e m e n t  by  pr o j e c t  pa r t n e r s  to t a l i n g   $2 0 , 8 7 4 . 0 8  th r o u g h  12 / 3 1 / 2 0 1 0 . Ci t y o f E d m o n d s Fi b e r P r o j e c t C o s t s FY 2 0 0 6 - 2 0 1 0 To t a l a s o f 12 / 3 1 / 2 0 1 0 Pa c k e t Pa g e 12 4 of 25 3 AT T A C H M E N T  2 Co s t s  in cu r r e d  to  da t e : De s c r i p t i o n 7/ 2 8 / 2 0 1 0 1 2 / 3 1 / 2 0 1 0 6 / 3 0 / 2 0 1 1 $7 , 8 8 8 . 9 9    $                 7, 8 8 8 . 9 9   $7,888.99   Sm a l l  Eq u i p m e n t : Sm a l l  sc a l e  pu r c h a s e s  fo r  sw i t c h i n g  an d  ro u t i n g  eq u i p m e n t   (a c c e s s o r i e s )  ne c e s s a r y  to  ex p a n d  th e  ne t w o r k s  ab i l i t y  to   ac c o m m o d a t e  ad d i t i o n a l  pa r t n e r s . $1 7 , 3 3 6 . 1 7                       18 , 7 9 9 . 7 9   $18,799.79   Pr o f e s s i o n a l  Sv c : Co n s u l t i n g  fo r  Co n f i g u r a t i o n ,  De s i g n ,  In s t a l l ,  Le g a l  fe e s  an d   co n s u l t i n g  fe e s  fo r  th e  Pr o g r a m  Di r e c t o r .  (J u l y  22 n d  MO U  wi t h   Ci t y  of  Se a t t l e  wi l l  re d u c e  th i s  by  $2 0 , 2 4 5 . 3 8 ) $2 3 6 , 4 3 9 . 1 1    $       23 8 , 1 2 1 . 2 4    $     239,035.63   Co m m u n i c a t i o n s : Fe e s  pa i d  to  th e  re g i o n a l  fi b e r  co n s o r t i u m  fo r  sh a r e d  co s t s  of   ce r t a i n  as s e t s  an d  fe e s  pa i d  fo r  In t e r n e t  ac c e s s . $9 2 , 9 0 2 . 8 2                      99 , 2 2 8 . 4 5   $104,725.65   Re n t a l  & Le a s e : Po l e  re n t a l $8 , 0 0 7 . 4 3                           8, 5 0 0 . 9 3   $8,500.93   Re p a i r  & Ma i n t e n a n c e : Fe e s  pa i d  to  th e  re g i o n a l  fi b e r  co n s o r t i u m  fo r  sh a r e d   Ma i n t e n a n c e  of  ce r t a i n  as s e t s  as  we l l  as  re p a i r s  to  wh o l l y  ow n e d   fi b e r  as s e t s . $2 , 5 7 0 . 8 5                          2, 5 7 0 . 8 5   $3,320.86   Mi s c e l l a n e o u s $6 2 8 . 5 2                           3, 3 7 8 . 5 2   $3,378.52   Eq u i p m e n t : Fi b e r  co n s t r u c t i o n  & Eq u i p m e n t  co s t s  as s o c i a t e d  wi t h   es t a b l i s h i n g  se r v i c e  an d  co n n e c t i o n  of  ne w  pa r t n e r s  to  th e   ne t w o r k . $1 2 6 , 2 4 8 . 0 0    $       12 6 , 2 4 8 . 0 0    $   126,248.00   TO T A L  Co s t s  to  Da t e $4 9 2 , 0 2 1 . 8 9   $5 0 4 , 7 3 6 . 7 7   $511,898.37          Es t i m a t e d  On g o i n g  Ex p e n d i t u r e s :   Pe r  Mo n t h 7/ 2 8 / 2 0 1 1 1 2 / 3 1 / 2 0 1 0 6 / 3 0 / 2 0 1 1 On g o i n g  co s t s  of  $1 9 6 / m o n t h  fo r  po l e  re n t a l  an d  co n s o r t i u m  du e s $1 9 6   $2 , 3 5 2   $3 , 3 3 2   $1,176   In t e r n e t  Se r v i c e  Pr o v i d e r $1 , 0 0 0   $1 2 , 0 0 0   $1 7 , 0 0 0   $6,000   Ci s c o  Ma i n t e n a n c e $2 , 0 0 0   $2 , 0 0 0   TO T A L S   $1 6 , 3 5 2   $2 2 , 3 3 2   $7,176   Re c u r r i n g  sa v i n g s  or  re v e n u e s  im p l e m e n t e d :   It e m To t a l  Re v e n u e Pe r  Mo n t h 7 / 2 8 / 2 0 1 0 1 2 / 3 1 / 2 0 1 0 6 / 3 0 / 2 0 1 1 Re p l a c e m e n t  of  (2 )  T ‐1' s  to  Ci t y  Of f i c e s  Be g a n  1/ 2 0 0 7 $1 , 1 0 0   $3 4 , 1 0 0   $3 9 , 6 0 0   $46,200   Vi d e o  Ar r a i g n m e n t  ‐   re d u c t i o n  tr a n s p o r t a t i o n  (F e b  20 1 0  es t i m a t e ) $2 , 7 5 0   $1 6 , 5 0 0   $3 0 , 2 5 0   $46,750   Vi d e o  Ar r a i g n m e n t  – re d u c t i o n  in  Ja i l  Da y s $2 , 7 6 9   $1 6 , 6 1 4   $3 0 , 4 5 9   $47,073   TO T A L  SA V I N G S $ 6 , 6 1 9 $ 6 7 , 2 1 4 $ 1 0 0 , 3 0 9 $ 1 4 0 , 0 2 3 Ne t R i v e r  (s t a r t i n g  Ja n  20 0 7 ,  in c r e a $4 8 , 5 0 0   $1 , 5 0 0   $4 8 , 5 0 0   $5 6 , 0 0 0 $ 6 5 , 0 0 0 TO T A L  BE N E F I T  TO  CI T Y $4 8 , 5 0 0   $8 , 1 1 9 $ 1 1 5 , 7 1 4 $ 1 5 6 , 3 0 9 $ 2 0 5 , 0 2 3 BA L A N C E ($ 3 7 6 , 3 0 7 . 8 9 ) ( $ 3 4 8 , 4 2 7 . 7 7 ) ( $ 3 0 6 , 8 7 5 . 3 7 ) Ye a r  to  pa y  of f : 4. 6 4. 3 3.8 Li k e l y  pa y  of f  da t e : 3 / 1 8 / 2 0 1 5 1 0 / 1 7 / 2 0 1 5 4 / 1 3 / 2 0 1 5 Sa v i n g s / R e v e n u e s  as  of Co s t s  as  of : It e m It e m Su p p l i e s : Mi s c e l l a n e o u s  pu b l i s h i n g  of  pl a n s ,  do c u m e n t s  an d  dr a w i n g s  in   su p p o r t  of  th e  pr o j e c t s  ma j o r  di r e c t i v e s .   Ye a r l y  an d  "T o  da t e "  Co s t s  as  of : Pa c k e t Pa g e 12 5 of 25 3 From:                              Foster Pepper News <fpnews@foster.com> Sent:                               Tuesday, July 05, 2011 3:49 PM To:                                   Foster Pepper News Subject:                          Foster Pepper News: Cities’ Authority to Offer Broadband Telecommunication Services to the Public is Upheld L EGAL N EWS B ULLETIN Cities’ Authority to Offer Broadband Telecommunication Services to the Public is Upheld July 5, 2011 Division I of the Washington Court of Appeals today affirmed the authority of cities to offer broadband telecommunication services to individuals and private businesses when they have broadband capacity that is in excess of the City’s own needs. In Re Limited Tax General Obligation Bonds of the City of Edmonds The City of Edmonds brought this declaratory judgment action to validate bonds the City had authorized (but not yet issued) to complete the fourth leg of its fiber optic telecommunication system. The City’s fiber optic system was built to allow remote metering of water meters as well as to provide other internal City communication, such as broadband communication with the City’s emergency responders. But, even with the City’s own use, there is substantial excess capacity available to provide broadband connections to individuals and businesses in the City at speeds far higher than are currently available from existing telephone and cable providers. Because there is no express statutory authority in Washington for a city to provide telecommunication services (as there is, for example, to provide water, sewer and electricity services), Edmonds brought a declaratory judgment action to test the authority to do so. Edmonds affirmed that authority in Snohomish County Superior Court and has now prevailed on appeal. The Court of Appeals pointed out that code cities such as Edmonds are vested with broad legislative powers limited only by the restriction that a local enactment cannot contravene the constitution or directly conflict with a statute. Here, there is no statute nor constitutional provision prohibiting the City from offering telecommunication services. Indeed the Court pointed out that in the analogous case of City of Issaquah v. Teleprompter, Inc. 93 Wn.2d 567, 611 P.2d 741 (1980), the Washington Supreme Court upheld Issaquah’s ownership and operation of a cable TV network, even though there is no express statutory authority for a city to own or operate a cable TV system. The record here, the Court noted, showed that Edmonds first built the fiber optic system for its own use, and only then made plans to make excess capacity available to the public. Upholding that plan, the Court of Appeals also relied on a Washington Supreme Court case decided For more information, please contact Will Patton in Foster Pepper’s Municipal Practice Group. Learn about other important legal bulletins in the Foster Pepper newsroom. If you do not wish to receive e-mail announcements from Foster Pepper, please send a message to news@foster.com. Foster Pepper PLLC Seattle | Spokane Subscribe to Foster Pepper’s News RSS Feed http://www.foster.com/RSS/FP_News.aspx Follow us on Twitter @FosterPepper http://www.twitter.com/fosterpepper Packet Page 126 of 253 nearly one hundred years ago. Chandler v. City of Seattle, 80 Wash. 154, 141 P. 331 (1914). In Chandler, the Supreme Court upheld the authority of the City of Seattle to offset the costs of providing electricity to itself by selling excess electricity and surplus steam power to the public through what then became Seattle City Light. The expenditure of public funds is authorized as long as the “bona fide intention” is for a public purpose. The contents of this communication are provided for informational purposes only and do not constitute legal advice. Packet Page 127 of 253 RICHARD D.JOHNSON, (‘nnrt 4rhiin,~vIw,tc,r/P1pr1r July 5,2011 The Court ofAppeals of the State of Washington Seattle DIVISION I OneUnion~Square 600University Street 98101-4170 (206)464-7750 TOD: (206)587- William Howard Patton Foster Pepper PLLC 1111 3rd Ave Ste 3400 Seattle,WA,98101-3299 pattw@foster.corn Hugh Davidson Spitzer Foster Pepper PLLC 1111 3rd Ave Ste 3400 Seattle,WA,98101-3299 pattw@foster.corn Steven James Peiffle Attorney at Law P0 Box 188 Arlington,WA,98223-01 88 steve@snolaw.com CASE #:64492-1-I In Re Limited Tax General Obligation Bonds of the City of Edmonds Snohomish County,Cause No.08-2-00023-9 Counsel: Enclosed is a copy of the opinion filed in the above-referenced appeal which states in part: “...we conclude the City has the statutory and constitutional authority to issue the bonds,and affirm.” Counsel may file a motion for reconsideration within 20 days of filing this opinion pursuant to RAP 12.4(b).If counsel does not wish to file a motion for reconsideration but does wish to seek review by the Supreme Court,RAP 13.4(a)provides that if no motion for reconsideration is made,a petition for review must be filed in this court within 30 days.The Supreme Court has determined that a filing fee of $200 is required. In accordance with RAP 14.4(a),a claim for costs by the prevailing party must be supported by a cost bill filed and served within ten days after the filing of this opinion,or claim for costs will be deemed waived. Sincerely, Richard D.Johnson Court Administrator/Clerk ssd Enclosure c:The Honorable Larry McKeeman Packet Page 128 of 253 IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON DIVISION ONE IN THE MATTER OF THE LIMITED )No.64492-1-I TAX GENERAL OBLIGATION BONDS ) OF THE CITY OF EDMONDS,)—~ r ROWENA ROHRBACH,Public ) Representative,)PUBLISHED OPINION ~ /-~Appellant,)Z~t~” v.) ) CITY OF EDMONDS,) ) Respondent.)FILED:July 5,2011 SCHINDLER,J.—The City of Edmonds (City)authorized the issuance of $4.2 million in taxpayer bonds to extend and complete its fiber optic network in order to convert to a wireless water meter system,as well as provide broadband access to police,fire,and other public institutions.Because the issuance of the bonds is primarily for a public purpose,the City has the authority to allow private individuals and nongovernmental organizations to use the current excess capacity of its high-speed broadband network.We hold that the City’s decision to issue the taxpayer bonds does not violate article VII,section 1 of the Washington State Constitution and is not an unconstitutional gift of funds or lending of credit in violation of article VIII,section 7. FACTS The facts are not in dispute.In November 2004,the Edmonds City Council Packet Page 129 of 253 No.64492-1-1/2 formed a Citizens Technology Advisory Committee (CTAC).The “Edmonds CTAC Charter”defines the objective of the committee as follows: Within the framework of this charter, the CTAC seeks to advance the City’s interests by identifying and recommending viable technologies that will: —Stimulate economic activity within the City and help attract the types of businesses that will add to the City’s economic vitality and stabilize the operating revenues of City Government. —Allow City services to be offered in a way that optimizes the efficiency of the City Worker while improving the quality of service delivered to Edmonds Citizens. —Improve Public Safety functions by enabling seamless inter- jurisdictional communication and enabling more efficient deployment of Public Safety resources. —Help stabilize /recover Utility Tax and Franchise fee revenue. In March 2005,the CTAC issued a “Municipal WiFi Issue Paper”analyzing the need to create a City-owned high-speed broadband network. In June 2005,the Washington State Department of Transportation (WSDOT) requested expedited approval of permits and use of City-owned right-of-way to install 36 strands of fiber optic cable to link the Edmonds Ferry Terminal to the existing WSDOT fiber optic cable that runs along Interstate 5.The fiber optic link to the Edmonds Ferry Terminal was part of an infrastructure security initiative funded by the Department of Homeland Security. In exchange for the City’s agreement to expedite approval and the use of its right-of-way,WSDOT gave the City access to 24 of the 36 strands of fiber optic cable. WSDOT also agreed to allow the City to determine placement and installation of the fiber optic cable.The City requested installation and termination of the 24 strands at the Public Works Administration Building.The Public Works building is located near the Public Safety Building in downtown Edmonds. 2 Packet Page 130 of 253 No.64492-1-1/3 In late 2005,the City joined a consortium that owns and operates a 256-strand fiber optic cable that runs underground “from downtown Seattle to the King/Snohomish County Line along the centerline of Hwy 99.” The consortium includes the city of Seattle,King County,and the University of Washington.As a member of the consortium,the City was able to use six unallocated strands of fiber optic cable. In December 2006,the City completed construction of a link connecting the 24 fiber strands at the Public Works Administration Building to the six strands located at the county line under Highway 99,providing: [A]direct link to the regional internet connection hub at the Westin building in downtown Seattle and the fibers it had previously acquired from WSDOT running from the ferry terminal to the City’s Public Works Administration building off 212th Street in Edmonds. Completion of this link allowed the City to provide broadband internet service to other public institutions in the City,such as the Edmonds School District,Stevens Hospital, and Edmonds Community College,as well as other broadband users.By using its own broadband fiber optic network,the City obtained significant cost savings and performance improvements. The overall transmission capacity,or bandwidth,of a fiber optic network is defined by the smallest segment.Each strand of the City’s fiber optic network simultaneously transmits and receives up to 10 Giga (billion)bits per second (Gbps),or 10,000 Mega (million)bits per second (Mbps).Using the smallest segment of the City’s current fiber optic network,the six-strand link from the City to downtown Seattle, the current capacity is 60 Gbps. The bandwidth of the segment connecting the Edmonds Ferry Terminal to the Public Works Administration Building is 240 Gbps.It is anticipated 3 Packet Page 131 of 253 No.64492-1-1/4 that in the near future,it may be possible to expand the bandwidth of each strand to 100 Gbps. On April 16,2008,fiber optic network consultant Rick Jenness issued the “Edmonds Fiber Network”report addressing the City’s use of the fiber optic network as well as use by “other governmental,educational and not-for profit institutions.” The “Introduction”to the Report states that the City had been working for several years to establish a fiber optic network “to reduce municipal telecommunications costs while increasing telecommunications functionality.”In addition,the Introduction also states that the City had “examined two other uses for this network:providing high speed broadband access to other local governmental and not-for-profit entities,and expanding the network to provide . . .services for residents and businesses.” The Report recommends the City move ahead with “the development of the Edmond’s Fiber Network (EFN)for internal and intergovernmental uses.”The Report points out that future excess capacity would allow the City to offer access to the network to residents and businesses.However, based on estimates of the cost to provide a connection to each home,the Report recommends against expanding the network to provide service to all residential and commercial users. The Report recommends proceeding with a proposed project to extend the fiber network geographically in order to replace the water meters throughout the City with a wireless system. According to the Report,utility savings would offset the costs of replacing the water meters.The Report describes the proposed wireless water meter reading project as follows: By extending the EFN northward to the Seaview area, and southward towards Esperance area,the City can provide a wireless communications 4 Packet Page 132 of 253 No.64492-1-I/S infrastructure capable of remotely reading every water meter in the City without the need for employees of the Water Department to drive to each location and manually capture the meter value.Currently 37%of the City’s meters are over 20 years old,and a full 66%are over ten years old. As meters get older,their accuracy degrades causing lost revenue to the City. To read meters centrally,several radio reception points are needed to be located in various parts of the City.These reception points would be connected to the central office via an expansion of the City’s fiber optic backbone.The base cost of meter replacement (necessary in any event) is estimated at just under $2.0 million.Moving to smart meters adds just over $2.0 million. The Report sets forth the following costs for the project: ITEM BASE METER REPLACEMENT SMART METER COSTS TOTAL COST Replacement Water Meters $1,776,299 $1,776,299 Meter Radios 1,254,875 1,254,875 Base Station 180,700 180,700 Tower and Base 50,000 50,000 Fiber Extensions 100,000 100,000 Switching Equipment 75,000 75,000 WiFi Communications 300,000 300,000 Sales Tax 135,887 149,984 285,857 Grand Total $1,912,186 $2,110,559 $4,022,731 The City conducted a study of the wireless meter reading project analyzing the costs and benefits.The study estimates that the cost savings from a wireless water 5 Packet Page 133 of 253 No.64492-1-1/6 meter system are significant and that the costs incurred in converting to a wireless system would be offset in eight years. In July 2008,the City issued the “Edmonds Broadband Initiative Confidential Executive Summary.”The City recommended extending “the existing WSDOT backbone to connect other public sector partners who require high volume internet capacity,”and creating “a fiber optic ring that would connect the 5 major zones of the City”to allow “[e]lectronic [m]eter reading”1 and access by police officers,fire fighters, fire marshals,inspectors, and public works employees “while working in the field.” According to the Executive Summary,“[b]ecause of the large capacity of the fiber optic technology,”consideration should also be given to leasing “some of this excess capacity to commercial and residential users within the City thus accelerating the payback time of the investment.” On December 16,the City Council adopted”Ordinance No.3721.” Ordinance No.3721 authorizes issuing $4.2 million in general tax obligation bonds to install 24 strands of cable to connect the City’s existing fiber optic network backbone to radio towers in order to “construct a wireless water meter system and extend and improve the City’s fiber optic network both to support that system and for other municipal and public purposes.” Ordinance No.3721 states that completion of the network will allow the City to convert “all of the City’s water meters over to wireless meters that are read from centralized receivers connected to the fiber backbone”and provide “police,fire and other City employees”in the field with “wireless broadband connectivity.” Ordinance No.3721 also states that installation of 24 strands is “the most economical size to install (Boldface omitted.) 6 Packet Page 134 of 253 No.64492-1-1/7 due to its increased durability,wide availability and commodity like pricing.”Installing 24 strands results in significant current excess capacity of approximately 239,980 Mbps, or 99.99 16 percent in available capacity. Ordinance No.3721, Section 1 sets forth the City Council’s findings: 1.1 The City desires to construct,own and operate a wireless water meter system to replace its existing water meter system. 1.2 The City currently owns and operates a high capacity telecommunications fiber optic network that serves the City’s utility operations,public safety operations and other City services,and desires to extend and improve that system in order to support the new wireless water meter system and to enhance other utility operations, public safety operations,and other public services. 1.3 The extension and improvement of the City’s existing fiber optic network creates excess capacity that may be used to provide access to ultra high capacity internet and other telecommunications services; capacity for accommodating expanding technologies and demand; intergovernmental coordination and services (including educational and health institutions);and more and faster service to members of the public who are in need of those services. 1.4 The City is in need of financing a wireless water meter system and the extension and improvement of the City’s fiber optic network (the “Project,” as defined in Section 3,below),the estimated total cost of which is more than $4,200,000, and the City does not have available sufficient funds to pay the cost. 1.5 To pay costs of the Project,the City Council finds it necessary and advisable that the City issue and sell its limited tax general obligation bonds in the principal amount of not to exceed $4,200,000 (the “Bonds”). Based on the findings,the ordinance authorizes issuance of the bonds, describing the public purpose,as well as the intent to contract for use of the excess capacity with private individuals and entities.Ordinance No.3721,Seótion 3 provides: The City shall borrow money on the credit of the City and issue negotiable limited tax general obligation bonds evidencing that indebtedness as described in Section 4,for general City purposes to provide part of the 7 Packet Page 135 of 253 No.64492-1-1/8 funds with which to design and construct a wireless water meter system and extend and improve the City’s fiber optic network both to support that system and for other municipal and public purposes (the “Project”)(a)to enable timely,efficient and cost-effect [sic]water meter reading;(b)for use by City departments in order to enhance other utility operations, public safety operations,and other City services,(c)for use by other governmental, educational and health institutions pursuant to interlocal agreements and other contractual arrangements,and (d)to the extent capacity is available,for use under contract by private persons and entities that need access to high capacity internet and other high capacity telecommunications services,and to pay the costs of issuance and sale of the bonds (the “costs of issuance”).The general indebtedness to be incurred shall~be within the limit of up to 11/2 %of the value of the taxable property within the City permitted for general municipal purposes without a vote of the qualified voters therein. On December 23,the City filed a declaratory judgment action to determine the validity of Ordinance No.3721 and the decision to issue taxpayer bonds to expand the fiber optic network.The complaint describes the history of the current fiber optic network and states that the purpose of the bonds is to extend and improve the fiber optic network in order to provide funding to design and construct a wireless water meter system and use the network for other governmental purposes.The complaint describes the anticipated use of the network for “public safety and public works operations,”as well as providing “high capacity bandwidth communication to numerous other government entities.” Paragraph 22 of the complaint identifies a “fourth use”as the ability “to provide high bandwidth communication to individuals and non-government organizations that need access to high capacity internet connections.” The trial court designated Rowena Rohrbach as the taxpayer representative for the declaratory judgment action,and appointed counsel to represent Rohrbach and the taxpayers.Rohrbach’s answer admits all allegations in the complaint except paragraph 22.As to paragraph 22,the answer asserts that as a matter of law,the City is not 8 Packet Page 136 of 253 No.64492-1-1/9 authorized to “create public bonded indebtedness in part for the purpose of providing high band-width communications facilities for private use,”and state law does not authorize the City to provided telecommunication services. The City filed a motion for summaryjudgment. The City argued that as a matter of law,it has the authority to issue tax obligation bonds to extend the fiber optic network for public purposes,as well as allow the public to use the currently existing excess capacity.In support,the City submitted a number of declarations from a number of business owners interested in using the City’s network,including Dewar,Meeks & Ekrem,CPA and Europe Through the Back Door.In opposition,Rohrbach argued that the City was not authorized to issue taxpayer obligation bonds for a project that also benefits individuals and businesses,and the City has no authority to provide telecommunications services. The trial court granted the City’s motion for summaryjudgment. The court ruled that the City was authorized to issue taxpayer bonds,and to the extent available,the City had the authority to allow businesses and private individuals to use the current excess capacity of its fiber optic network.The court’s order states,in pertinent part: 1.The City of Edmonds’Motion for Summary Judgment is GRANTED. 2.The use of excess capacity on the City of Edmonds’high speed fiber optic communication system by private individuals and non- governmental businesses and organizations that need access to ultra high bandwidth communication is DECLARED to be a lawful public purpose of the City of Edmonds under its general “home rule”powers as a code city organized under Title 35A RCW and under the express statutory authority to engage in economic development programs under RCW 35.21.703. 3.The bonds authorized by Edmonds Ordinance No.3721 are DECLARED valid in all respects,including the use of the bonds for enhancement of the City’s high speed fiber optic communication system a.to enable timely,efficient and cost-effective water meter reading; 9 Packet Page 137 of 253 No.64492-1-1/10 b.for use by City departments in order to enhance other utility operations, public safety operations,and other City services; c.for use by other governmental,educational and health institutions pursuant to interlocal agreements and other contractual arrangements; d.to the extent capacity is available,for use under contract by private persons and entities that need access to high capacity internet and other high capacity telecommunications services;and e.to pay the costs of issuance and sale of the bonds. Rohrbach appeals. ANALYSIS Rohrbach contends that the City does not have the statutory authority to issue taxpayer obligation bonds to expand the fiber optic network for both a public purpose and the stated intent to allow private individuals and businesses to use the available current excess capacity. The City filed this declaratory judgment action under RCW 7.25 to determine the validity of Ordinance No.3721 and the issuance of taxpayer obligation bonds. RCW 7.25.010 provides,in pertinent part: Whenever the legislative or governing body of.. .any county,city,school district,other municipal corporation,taxing district,or any agency, instrumentality, or public corporation thereof shall desire to issue bonds of any kind and shall have passed an ordinance or resolution authorizing the same, the validity of such proposed bond issue may be tested and determined in the manner provided in this chapter. In King County v.Taxpayers of King County,133 Wn.2d 584,594-95,949 P.2d 1260 (1997),the Washington State Supreme Court adopted a three-part test to use in determining the validity of the issuance of taxpayer bonds in a declaratory judgment action under RCW 7.25.010: 1.Is there legislative or constitutional authority delegated to the municipality to issue the bonds for the particular purpose? 10 Packet Page 138 of 253 No.64492-1-I/Il 2.Was the statute authorizing the bond issue constitutionally enacted?If not constitutionally enacted or if unconstitutional for any other reason,the issue is void and recitals are of no effect. 3.Is the purpose for which the bonds are issued,a public and corporate purpose,as distinguished from a private purpose? The City has the burden of establishing the validity of the ordinance authorizing issuance of the bonds under RCW 7.25.010.King County,133 Wn.2d at 595. Legislative And Constitutional Authority To Issue Taxpayer Bonds Citing to RCW 35A.40.080,Rohrbach claims the City does not have the express authority to issue taxpayer bonds as authorized by Ordinance No.3721.We disagree. Article XI,section 11 of the Washington State Constitution gives code cities the authority to “make and enforce within [their]limits all such local police,sanitary and other regulations as are not in conflict with general laws.” The City of Edmonds was incorporated under the Optional Municipal Code, chapter 35A RCW.Optional Municipal Code cities are vested with broad legislative powers limited only by the restriction that an enactment cannot contravene the constitution or directly conflict with a statute.RCW 35A.11.020;Heinsma v.City of Vancouver,144 Wn.2d 556,560,29 P.3d 709 (2001);Winkenwerderv.City of Yakima, 52 Wn.2d 617, 622,328 P.2d 873 (1958). As a code city,the City of Edmonds is authorized to incur debt or borrow money for “strictly municipal purposes”without a vote of the taxpayers for “the amount of indebtedness authorized by chapter 39.36 RCW.”RCW 35.37.040; see also RCW 39.36.020(4)(requiring strictly municipal purpose for 11 Packet Page 139 of 253 No.64492-1-1/12 indebtedness under chapter 39.36 RCW).2 Nonetheless,Rohrbach argues that under RCW 35A.40.080,the City does not have express authority to issue taxpayer bonds to expand the fiber optic network.The plain language of RCW 35A.40.080 does not support Rohrbach’s argument.RCW 35A.40.080 unambiguously allows a code city to issue taxpayer bonds as authorized by other statutes,including RCW 35.37.040 and RCW 39.36.020. RCW 35A.40.080 provides: In addition to any other authority granted by law,a code city shall have authority to ratify and fund indebtedness as provided by chapter 35.40 RCW;to issue revenue bonds,coupons and warrants as authorized by chapter 35.41 RCW;to authorize and issue local improvement bonds and warrants,installment notes and interest certificates as authorized by chapter 35.45 RCW;to fund indebtedness and to issue other bonds as authorized by chapters 39.44, 39.48,39.52 RCW,RCW 39.56.020, and 39.56.030 in accordance with the procedures and subject to the limitations therein providedJ31 Rohrbach also asserts the City does not have the authority to operate a fiber optic network and provide private individuals and businesses with access to the network.But Rohrbach cites no authority expressly prohibiting the City from operating a fiber optic network and allowing access to its network.And in an analogous case,City of Issaguah v.Teleprompter Corp.,93 Wn.2d 567,572-75, 2 RCW 35.37.040 provides,in pertinent part: Every city and town,may,without a vote of the people,contract indebtedness or borrow money for strictly municipal purposes on the credit of the city or town and issue negotiable bonds therefor in an amount which when added to its existing nonvoter approved indebtedness will not exceed the amount of indebtedness authorized by chapter 39.36 ROW,as now or hereafter amended,to be incurred without the assent of the voters. Under ROW 39.36.020(2)(a)(ii),a code city may incur indebtedness of less than 1.5 percent of the assessed value of property in the city without a vote of the taxpayers.King County,133 Wn.2d at 608-09.Rohrbach does not argue that Ordinance No.3721 exceeds the City’s debt threshold. ~(Emphasis added.) 12 Packet Page 140 of 253 No.64492-1-1/13 611 P.2d 741 (1980),the Washington State Supreme Court held that absent an express legislative enactment to the contrary,the city of Issaquah was not prohibited from owning, operating,and providing cable television services.4 Issuance Of Taxpayer Bonds For A Public Purpose Rohrbach also contends that Ordinance No.3721 violates article VII,section 1 of the Washington State Constitution and RCW 35.37.040 because the City is not issuing taxpayer bonds strictly for public purposes. Rohrbach concedes that the bonds are being issued for a public purpose but asserts that because the City’s current use is only 0.0014 percent of the available bandwidth,the network primarily benefits private individuals and businesses. Article VII,section 1 of the Washington State Constitution provides,in pertinent part:“All taxes . . .shall be levied and collected for public purposes only.”Public funds cannot be used “to benefit private interests where the public interest is not primarily served.”Japan Line, Ltd.v.McCaffree,88 Wn.2d 93,98,558 P.2d 211 (1977). Accordingly,the expenditure of public funds by the municipality must further public purposes.CLEAN v.State,130 Wn.2d 782,792-93,928 P.2d 1054 (1996). What constitutes a “public municipal purpose is not susceptible of precise definition,since it changes to meet new developments and conditions of times.”United States v.Town of N.Bonneville,94 Wn.2d 827, 833,621 P.2d 127 (1980) (quoting 4We note that courts in other jurisdictions have reached the same conclusion as to telecommunication services.See In re Application of Lincoln Elec. Sys.,265 Neb.70,80-87,655 N.W.2d 363 (2003),overruled on other grounds;Nixon v.Mo.Mun.League,541 U.S. 125,124 S.Ct.1555,158 L. Ed.2d 291 (2004)(holding that a “home rule”city has the legal authority to provide telecommunication services incidental to other public purposes);GTE Nw.Inc.v.Or.Pub.Util.Comm’n,179 Or.Ct.App.46,39 P.3d 201 (2002)(holding that a county with ‘statutory home rule”powers has the authority to provide telecommunication services). 13 Packet Page 141 of 253 No.64492-1-1/14 McQuillin Mun.Corp.§39.19,at 32 (3d ed.1970)).In CLEAN,our Supreme Court concluded that “[a]n expenditure is for a public purpose when it confers a benefit of reasonably general character to a significant part of the public.”CLEAN,130 Wn.2d at 793 (quoting In re Marriage of Johnson,96 Wn.2d 255, 258,634 P.2d 877 (1981)). In CLEAN,the Court rejected the argument that the county’s issuance of taxpayer bonds violated article VII,section 1 if private individuals or businesses also benefit.In CLEAN, the Court addressed the question of whether the county’s decision to issue taxpayer bonds to construct a baseball stadium violated Washington Constitution article VII,section 1.CLEAN,130 Wn.2d at 792.The Court deferred to “the judgment of the Legislature”and held that issuance of the taxpayer bonds further public purposes even though the privately owned baseball club would also benefit from the expenditure of public funds. CLEAN,130 Wn.2d at 792-97,821. Likewise,in Chandler v.City of Seattle,8OWn.154,155-57,141 P.331 (1914),the Court upheld issuance of bonds to expand the municipal electricity plant.The planned expansion increased available electricity and reduced the cost of electricity.To further offset the cost,the city planned to sell excess electricity and surplus steam power to private parties. Chandler,80 Wn.at 156-57.The Court held that where a project has both public and private purposes,the expenditure of public funds is authorized as long as the “bona fide intention”5 is for a public purpose.Chandler,80 Wn.at 159. Rohrbach also argues the City must establish that the fiber optic network is necessary for “the continued economic and social viability”of the City.Bonneville,94 Wn.2d at 834.In an attempt to ~narrowlydefine a public purpose,Rohrbach misstates ~(italics omitted.) 14 Packet Page 142 of 253 No.64492-1-1/15 the holding in Bonneville.In Bonneville, the Court held that the city had authority to enter into land transactions with the government because the agreement directly benefited a significant number of the city’s residents and would allow the city to grow. Bonneville,94 Wn.2d at 834.The Court states that the fact that private ends are incidentally advanced is immaterial to the determination of whether legislation furthers a public purpose.Bonneville,94 Wn.2d at 834.Likewise,in CLEAN, the Court stated that “[w]here it is debatable as to whether or not an expenditureis for a public purpose, we will defer to the judgment of the legislature.”CLEAN,130 Wn.2d at 793 (quoting Anderson v.O’Brien,84 Wn.2d 64, 70,524 P.2d 390 (1974)).While the Court concluded that because the question of whether the construction of the baseball stadium would have an economic benefit was “debatable,”the Court deferred to the legislative findings that the new stadium would result in additional jobs,entertainment, and tourism. CLEAN,130 Wn.2d at 796-97. Here,as in CLEAN and Chandler, the record supports the determination that the City’s issuance of bonds to expand the fiber optic network furthers public purposes. Ordinance No.3721 expressly states that the primary purpose of issuing the taxpayer bonds is to expand the City’s fiber optic network in order to convert to a wireless water meter system. The City already has excess bandwidth capacity.Ordinance No.3721 authorizes extension of the geographic reach of the City’s fiber network throughout the entire City.The undisputed record also shows that the vast majority of the revenue generated by the bonds will be used to replace the existing water meters and install meter radios.Of the $4.2 million in taxpayer bonds,approximately $1.8 million will be spent on replacing water meters,and approximately $1.3 million on meter radios.By 15 Packet Page 143 of 253 No.64492-1-1/16 contrast,only $100,000 is needed to install the cable necessary to geographically extend the fiber optic network for the wireless water meter project.There is also no dispute that the wireless water meter project and use of the network for public safety purposes will improve services for the residents and save money.The City’s plan to allow additional public sector and intergovernmental agencies,and private individuals and businesses to use the current network “to the extent capacity is available”does not violate article VII,section I. Rohrbach also asserts that issuing bonds to expand the fiber optic network violates article VIII,section 7 of the Washington State Constitution.Washington Constitution article VIII,section 7 provides: No county,city,town or other municipal corporation shall hereafter give any money,or property,or loan its money,or credit to or in aid of any individual, association,company or corporation,except for the necessary support of the poor and infirm,or become directly or indirectly the owner of any stock in or bonds of any association,company or corporation. “The manifest purpose of [article VIII,section 7]. . .is to prevent state funds from being used to benefit private interests where the public interest is not primarily served.”CLEAN,130 Wn.2d at 797 (quoting McCaffree,88 Wn.2d at 98).In determining whether an expenditure of public funds violates article VIII,section 7 we look at consideration and donative intent. Gen. Tel.Co.of the Nw.,Inc.v.City of Bothell,105 Wn.2d 579, 588,716 P.2d 879 (1986).Courts do not inquire into the adequacy of consideration unless there is proof of donative intent or a grossly inadequate return.Adams v.Univ.of Wash.,106 Wn.2d 312, 327,722 P.2d 74 (1986). Rohrbach’s reliance on Lassila v.City of Wenatchee,89 Wn.2d 804,576 P.2d 54 (1978)is unpersuasive.In Lassila,the Washington Supreme Court held that the city’s 16 Packet Page 144 of 253 No.64492-1-1/17 decision to purchase property with the intent to resell it to a private party violates Washington Constitution article VIII,section 7 even if the city received a fair price and the sale furthered the city’s development efforts.Lassila, 89 Wn.2d at 811-12. In CLEAN, the Court distinguished Lassila in holding that the issuance of taxpayer bonds to construct a sports stadium was not an unconstitutional gift of public funds to the private tenant because the county remained the owner of the stadium and the private tenant had to pay reasonable rent.CLEAN,130 Wn.2d at 798-99. Again,the situation we faced in Lassila is not analogous to the present case.There, the City of Wenatchee was essentially acting as a middle person for a private enterprise.Wenatchee received nothing of value for its expenditure of public money and no public purposewas served by the expenditure.Here,unlike the situation in Lassila,we can discern no intent on the part of the Legislature to have the stadium sold to the Mariners, the Stadium Act providing that ownership of the facility is to remain in the hands of the public facilities district. CLEAN,130 Wn.2d at 799. Here,as in CLEAN,there is no question that the City will own the fiber optic network and plans to charge private individuals or businesses to use the available current excess capacity. CONCLUSION Because issuance of the taxpayer bonds as authorized by Ordinance No.3721 is for the primary purpose of expanding the fiber optic network in order to replace water meters with a wireless water meter system,as well as to provide public safety officers 17 Packet Page 145 of 253 No.64492-1-1/18 access to the network, we conclude the City has the statutory and constitutional authority to issue the bonds,and affirm. WE CONCUR: 18 Packet Page 146 of 253 AM-4068   Item #: 2. C. City Council Committee Meetings Date: 07/12/2011 Time:15 Minutes   Submitted By:Al Compaan Department:Police Department Committee:Finance Type:Action Information Subject Title Police Services Contract - Town of Woodway Recommendation from Mayor and Staff Previous Council Action Council asked at its 2011 retreat that staff review economic terms of the current police services contract with the Town of Woodway and bring it forward for discussion with Finance Committee. Narrative The current contract for basic law enforcement 911 response by Edmonds Police into the Town of Woodway runs through December 31, 2012. It provides for a usual charge of $137.50 per response. At its retreat, Edmonds City Council was of the sentiment that the economic terms of the contract should be reviewed by Finance Committee. The contract and a comparative spreadsheet prepared by staff have been included as attachments. Attachments Police Services Contract Woodway Woodway Analysis Police Form Review Inbox Reviewed By Date City Clerk Sandy Chase 07/07/2011 01:16 PM Mayor Mike Cooper 07/07/2011 03:13 PM Final Approval Sandy Chase 07/07/2011 03:46 PM Form Started By: Al Compaan Started On: 07/07/2011 12:11 PM Final Approval Date: 07/07/2011  Packet Page 147 of 253 Packet Page 148 of 253 Packet Page 149 of 253 Packet Page 150 of 253 Packet Page 151 of 253 Packet Page 152 of 253 Co m p a r i s o n o f 2 0 1 1 P e r C a p i t a S p e n d i n g o n P o l i c e S e r v i c e s - E d m o n d s , W o o d w a y , a n d D a r r i n g t o n Ed m o n d s Wo o d w a y Darrington * To t a l D i r e c t P o l i c e B u d g e t f o r 2 0 1 1 - e x c l u d i n g J a i l , S N O C O M , S E R S , E S C A 8, 3 0 4 , 7 5 5 $ 15 8 , 7 2 9 $ 263,683 $ SN O C O M ( S N O P A C f o r D a r r i n g t o n ) 91 5 , 7 4 8 $ 39 , 0 7 3 $ 20,278 $ SE R S 79 , 5 0 9 $ 2, 2 3 1 $ 906 $ ES C A ( S n o h o m i s h C o . D e p t . o f E m e r g e n c y M a n a g e m e n t f o r D a r r i n g t o n ) 76 , 6 5 4 $ 2, 2 7 0 $ 1,428 $ To t a l w i t h S N O C O M , S E R S , E S C A , e x c l u d i n g J a i l 9, 3 7 6 , 6 6 6 $ 20 2 , 3 0 3 $ 286,295 $ Ap r i l 2 0 1 0 p o p u l a t i o n 40 , 9 0 0 1, 2 0 0 1,347 Pe r C a p i t a S p e n d i n g o n D i r e c t P o l i c e B u d g e t 20 3 $ 13 2 $ 196 $ Pe r C a p i t a S p e n d i n g , e x c l u d i n g J a i l , b u t i n c l u d i n g S N O C O M , S E R S , E S C A 22 9 $ 16 9 $ 213 $ To t a l C a l l s f o r S e r v i c e ( a g e n c y i n c i d e n t s , i n c l u d i n g t r a f f i c s t o p s a n d a d v i s e d in c i d e n t s ) 30 , 5 0 6 7 0 3 2 , 9 5 0 Ca l l s p e r c a p i t a 2 0 1 0 0. 7 5 0. 5 9 2.19 To t a l A s s e s s e d V a l u a t i o n 6, 4 3 3 , 2 5 8 , 8 5 3 $ 47 1 , 1 6 3 , 0 6 4 $ 139,710,846 $ Co s t o f d i r e c t p o l i c e s e r v i c e s p e r $ 1 , 0 0 0 a s s e s s e d v a l u a t i o n 1. 2 9 $ 0. 3 4 $ 1.89 $ If W o o d w a y p a i d t h e s a m e $ 1 . 2 9 p e r $ 1 , 0 0 0 a s s e s s e d v a l u a t i o n a s E d m o n d s , W o o d w a y b u d g e t f o r d i r e c t p o l i c e s e r v i c e s w o u l d b e $ 6 0 7 , 8 0 0 . If W o o d w a y p a i d t h e s a m e $ 2 0 3 p e r c a p i t a a s E d m o n d s , t h e W o o d w a y b u d g e t f o r d i r e c t p o l i c e s e r v i c e s w o u l d b e $ 2 4 3 , 6 0 0 . * D a r r i n g t o n c o n t r a c t s w i t h t h e S n o h o m i s h C o u n t y S h e r i f f ' s O f f i c e f o r p o l i c e s e r v i c e s . Pe r c a p i t a p o l i c e s p e n d i n g . x l s 7/7/201112:08 PM Pa c k e t Pa g e 15 3 of 25 3 AM-4071   Item #: 2. D. City Council Committee Meetings Date: 07/12/2011 Time:30 Minutes   Submitted For:Jim Tarte Submitted By:Debra Sharp Department:Finance Committee:Type: Information Subject Title 2011 July Budget Amendment Recommendation from Mayor and Staff Forward to full council for approval Previous Council Action None Narrative The first part of the budget amendment changes the 2011 beginning budget amounts to the 2010 actual ending balance for all the funds. The second part of the budget amendment includes items that were before Council in 2010 but the expenditures were not made.  The departments are requesting that the appropriations be carried forward to 2011.  The amendment reduces ending fund balance instead of beginning fund balance due to the first part of the amendment. The third part of the amendment includes expenditure increases that are offset by grant revenue. The fourth section of the amendment includes new items.  The general fund ending fund balance will be reduced by approximately $264,418.  This is due to three items which are the under budgeted insurance costs, under budgeted attorney fees and the interim finance director position.  The street fund and the utility fund were also under budgeted in regards to insurance costs.   There is a request for an increase in expenditure appropriation for facilities maintenance due to water damage at Main Street Kids rental room.  The City received insurance proceeds to cover the costs.  The police department is requesting $78,166 to purchase laptop computers for their patrol vehicles.  The funds used to pay for the computers have already been set aside and will come from the replacement fund.  The street construction fund is asking for more expenditure appropriation.  The majority of these costs will be offset by grant revenue.  The Council approved construction projects earlier this year in regards to the water utility construction fund.  This would be the formal budget process to add appropriations to the expenditure line item. Attachments July Budget Amendment Form Review Inbox Reviewed By Date Finance Jim Tarte 07/07/2011 06:31 PM City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:37 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Debra Sharp Started On: 07/07/2011 05:53 PM Final Approval Date: 07/08/2011  Packet Page 154 of 253 1 ORDINANCE NO. _______ AN ORDINANCE OF THE CITY OF EDMONDS, WASHINGTON, AMENDING ORDINANCE NO. 3831 AS A RESULT OF UNANTICIPATED TRANSFERS AND EXPENDITURES OF VARIOUS FUNDS, AND FIXING A TIME WHEN THE SAME SHALL BECOME EFFECTIVE. WHEREAS, previous actions taken by the City Council require Interfund Transfers and increases in appropriations; and WHEREAS, state law requires an ordinance be adopted whenever money is transferred from one fund to another; and WHEREAS, the City Council has reviewed the amended budget appropriations and information which was made available; and approves the appropriation of local, state, and federal funds and the increase or decrease from previously approved programs within the 2011 Budget; and WHEREAS, the applications of funds have been identified; THEREFORE, THE CITY COUNCIL OF THE CITY OF EDMONDS, WASHINGTON, DO ORDAIN AS FOLLOWS: Section 1. Section 1. of Ordinance No. 3831 adopting the final budget for the fiscal year 2011 is hereby amended to reflect the changes shown in “Exhibit A” adopted herein by reference. Section 2. Effective Date. This ordinance, being an exercise of a power specifically delegated to the City legislative body, is not subject to referendum, and shall take Packet Page 155 of 253 2 effect five (5) days after passage and publication of an approved summary thereof consisting of the title. APPROVED: MAYOR, MIKE COOPER ATTEST/AUTHENTICATE: CITY CLERK, SANDRA S. CHASE APPROVED AS TO FORM: OFFICE OF THE CITY ATTORNEY: APPROVED AS TO FORM: OFFICE OF THE CITY ATTORNEY: BY ___ JEFF TARADAY FILED WITH THE CITY CLERK: PASSED BY THE CITY COUNCIL: PUBLISHED: EFFECTIVE DATE: ORDINANCE NO. Packet Page 156 of 253 3 SUMMARY OF ORDINANCE NO. __________ of the City of Edmonds, Washington On the ____ day of ___________, 2011, the City Council of the City of Edmonds, passed Ordinance No. _____________. A summary of the content of said ordinance, consisting of the title, provides as follows: AN ORDINANCE OF THE CITY OF EDMONDS, WASHINGTON, AMENDING ORDINANCE NO. 3831 AS A RESULT OF UNANTICIPATED TRANSFERS AND EXPENDITURES OF VARIOUS FUNDS, AND FIXING A TIME WHEN THE SAME SHALL BECOME EFFECTIVE. The full text of this Ordinance will be mailed upon request. DATED this _____ day of ________________,2011. CITY CLERK, SANDRA S. CHASE Packet Page 157 of 253 EXHIBIT “A”: Budget Summary By Fund (July 2011) 4 2011 2011 FUND FUND BEGINNING REVENUE EXPENDITURES ENDING NO. DESCRIPTION CASH CASH 001 GENERAL FUND 2,759,501 32,578,972 32,670,068 2,668,405 006 EMERGENCY/FINANCIAL RESERVE 1,927,600 0 0 1,927,600 009 LEOFF-MEDICAL INS. RESERVE 428,322 376,566 481,500 323,388 010 PUBLIC SAFETY EMERGENCY RESERVE 1,335,961 1,000 0 1,336,961 104 DRUG ENFORCEMENT FUND 116,889 30,000 80,233 66,656 111 STREET FUND 446,608 1,358,000 1,445,442 359,166 112 COMBINED STREET CONST/IMPROVE 148,384 1,616,863 1,654,795 110,452 113 MULTIMODAL TRANSPORTATION FD. 50,227 1,000,000 1,025,000 25,227 116 BUILDING MAINTENANCE 185,881 207,594 190,994 202,481 117 MUNICIPAL ARTS ACQUIS. FUND 393,358 58,900 109,050 343,208 118 MEMORIAL STREET TREE 17,617 0 0 17,617 120 HOTEL/MOTEL TAX REVENUE FUND 116,608 75,000 153,250 38,358 121 EMPLOYEE PARKING PERMIT FUND 84,660 20,000 26,086 78,574 122 YOUTH SCHOLARSHIP FUND 17,092 3,000 4,000 16,092 123 TOURISM PROMOTIONAL FUND/ARTS 53,611 18,850 21,000 51,461 125 PARK ACQ/IMPROVEMENT 379,212 700,000 917,000 162,212 126 SPECIAL CAPITAL FUND 358,601 700,000 699,582 359,019 127 GIFTS CATALOG FUND 198,059 4,640 10,300 192,399 129 SPECIAL PROJECTS FUND 1,539 224,260 224,962 837 130 CEMETERY MAINTENANCE/IMPROV 88,826 119,700 148,179 60,347 132 PARKS CONSTRUCTION 20,314 1,989,500 2,009,500 314 136 PARKS TRUST FUND 119,894 37,000 0 156,894 137 CEMETERY MAINTENANCE TRUST FD 784,211 13,300 0 797,511 138 SISTER CITY COMMISSION 13,409 5,400 4,900 13,909 211 LID FUND CONTROL 460 0 0 460 213 LID GUARANTY FUND 137,667 0 0 137,667 234 LTGO BOND DEBT SERVICE FUND 0 465,973 465,973 0 411 COMBINED UTILITY OPERATION 4,512,635 15,002,937 15,244,494 4,271,078 412 COMBINED UTILITY CONST/IMPROVE 3,634,930 7,767,492 11,242,492 159,930 414 CAPITAL IMPROVEMENTS RESERVE 206,257 947,035 836,035 317,257 511 EQUIPMENT RENTAL FUND 4,536,264 926,420 1,290,114 4,172,570 617 FIREMEN'S PENSION FUND 267,320 92,928 132,250 227,998 631 TRANSPORTATION BENEFIT DISTRICT 0 600,000 600,000 0 Totals 23,341,917 66,941,330 71,687,199 18,596,048 Packet Page 158 of 253 EXHIBIT “B”: Budget Amendments by Expenditures (July 2011) 5 ORD. NO. ORD. NO. ORD. NO. 2011 FUND FUND 3831 Amended NO. DESCRIPTION 12/31/2010 7/12/2010 Budget 001 GENERAL FUND 32,320,897 349,171 - 32,670,068 006 EMERGENCY/FINANCIAL RESERVE 0 - - 0 009 LEOFF-MEDICAL INS. RESERVE 481,500 - - 481,500 010 PUBLIC SAFETY EMERGENCY RESERVE 0 - - 0 104 DRUG ENFORCEMENT FUND 80,233 - - 80,233 111 STREET FUND 1,426,942 18,500 - 1,445,442 112 COMBINED STREET CONST/IMPROVE 1,369,795 285,000 - 1,654,795 113 MULTIMODAL TRANSPORTATION FD. 1,025,000 - - 1,025,000 116 BUILDING MAINTENANCE 95,000 95,994 - 190,994 117 MUNICIPAL ARTS ACQUIS. FUND 109,050 - - 109,050 118 MEMORIAL STREET TREE 0 - - 0 120 HOTEL/MOTEL TAX REVENUE FUND 105,750 47,500 - 153,250 121 EMPLOYEE PARKING PERMIT FUND 26,086 - - 26,086 122 YOUTH SCHOLARSHIP FUND 4,000 - - 4,000 123 TOURISM PROMOTIONAL FUND/ARTS 21,000 - - 21,000 125 PARK ACQ/IMPROVEMENT 623,000 294,000 - 917,000 126 SPECIAL CAPITAL FUND 699,582 - - 699,582 127 GIFTS CATALOG FUND 6,300 4,000 - 10,300 129 SPECIAL PROJECTS FUND 224,962 - - 224,962 130 CEMETERY MAINTENANCE/IMPROV 148,179 - - 148,179 131 FIRE DONATIONS 0 - - 0 132 PARKS CONSTRUCTION 1,735,500 274,000 - 2,009,500 136 PARKS TRUST FUND 0 - - 0 137 CEMETERY MAINTENANCE TRUST FD 0 - - 0 138 SISTER CITY COMMISSION 4,900 - - 4,900 211 LID FUND CONTROL 0 - - 0 213 LID GUARANTY FUND 0 - - 0 234 LTGO BOND DEBT SERVICE FUND 465,973 - - 465,973 411 COMBINED UTILITY OPERATION 15,139,354 105,140 - 15,244,494 412 COMBINED UTILITY CONST/IMPROVE 10,300,000 942,492 - 11,242,492 414 CAPITAL IMPROVEMENTS RESERVE 836,035 - - 836,035 511 EQUIPMENT RENTAL FUND 1,184,702 105,412 - 1,290,114 617 FIREMEN'S PENSION FUND 132,250 - - 132,250 631 TRANSPORTATION BENEFIT DISTRICT 600,000 - - 600,000 Totals 69,165,990 2,521,209 0 71,687,199 Packet Page 159 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 6 Department BARS Category Debit Credit Description Change in Beginning Balances General Fund 001 000 000 308 000 000 00 Beginning Balance 55,812 Record General Fund 001 000 390 508 000 000 00 Ending Balance 55,812 2010 LEOFF-Medical Reserve 009 000 000 308 000 000 00 Beginning Balance 7,460 Actual LEOFF-Medical Reserve 009 000 390 508 000 000 00 Ending Balance 7,460 Ending Public Safety Emerg Reservce 010 000 000 308 000 000 00 Beginning Balance 968 Balance Public Safety Emerg Reservce 010 000 390 508 000 000 00 Ending Balance 968 as 2011 Drug Enforcement Fund 104 000 000 308 000 000 00 Beginning Balance 25,411 Budget Drug Enforcement Fund 104 000 410 508 000 000 00 Ending Balance 25,411 Amount Street Fund 111 000 000 308 000 000 00 Beginning Balance 26,187 Street Fund 111 000 653 508 000 000 00 Ending Balance 26,187 Street Construction Fund 112 200 000 308 000 000 00 Beginning Balance 20,320 Street Construction Fund 112 200 630 508 000 000 00 Ending Balance 20,320 Street Construction Fund 112 502 000 308 000 000 00 Beginning Balance 14,873 Street Construction Fund 112 502 630 508 000 000 00 Ending Balance 14,873 Street Construction Fund 112 503 000 308 000 000 00 Beginning Balance 2 Street Construction Fund 112 503 630 508 000 000 00 Ending Balance 2 Multimodal Transportation 113 000 000 308 000 000 00 Beginning Balance 23,685 Multimodal Transportation 113 000 610 508 000 000 00 Ending Balance 23,685 Building Maintenance 116 000 000 308 000 000 00 Beginning Balance 99,556 Building Maintenance 116 000 651 508 000 000 00 Ending Balance 99,556 Municipal Arts Fund 117 100 000 308 000 000 00 Beginning Balance 25,254 Municipal Arts Fund 117 100 640 508 000 000 00 Ending Balance 25,254 Municipal Arts Fund 117 200 000 308 000 000 00 Beginning Balance 27,071 Municipal Arts Fund 117 200 640 508 000 000 00 Ending Balance 27,071 Municipal Arts Fund 117 300 000 308 000 000 00 Beginning Balance 1,007 Municipal Arts Fund 117 300 640 508 000 000 00 Ending Balance 1,007 Memorial Street Fund 118 000 000 308 000 000 00 Beginning Balance 47 Memorial Street Fund 118 000 641 508 000 000 00 Ending Balance 47 Hotel/Motel Tax Revenue 120 000 000 308 000 000 00 Beginning Balance 59,654 Hotel/Motel Tax Revenue 120 000 310 508 000 000 00 Ending Balance 59,654 Employee Parking Permit 121 000 000 308 000 000 00 Beginning Balance 3,151 Employee Parking Permit 121 000 340 508 000 000 00 Ending Balance 3,151 Youth Scholarship 122 000 000 308 000 000 00 Beginning Balance 1,214 Youth Scholarship 122 000 640 508 000 000 00 Ending Balance 1,214 Tourism Promotional Arts 123 000 000 308 000 000 00 Beginning Balance 2,906 Tourism Promotional Arts 123 000 640 508 000 000 00 Ending Balance 2,906 REET 2 125 000 000 308 000 000 00 Beginning Balance 228,896 REET 2 125 000 640 508 000 000 00 Ending Balance 228,896 REET 1 126 000 000 308 000 000 00 Beginning Balance 16,442 REET 1 126 000 390 508 000 000 00 Ending Balance 16,442 Packet Page 160 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 7 Department BARS Category Debit Credit Description Change in Beginning Balances Gifts Catalog 127 000 000 308 000 000 00 Beginning Balance 1,460 Gifts Catalog 127 000 640 508 000 000 00 Ending Balance 1,460 Gifts Catalog 127 100 000 308 000 000 00 Beginning Balance 169 Gifts Catalog 127 100 640 508 000 000 00 Ending Balance 169 Gifts Catalog 127 200 000 308 000 000 00 Beginning Balance 9,032 Gifts Catalog 127 200 640 508 000 000 00 Ending Balance 9,032 Special Projects Fund 129 000 000 308 000 000 00 Beginning Balance 837 Special Projects Fund 129 000 640 508 000 000 00 Ending Balance 837 Cemetery Maintenance 130 000 000 308 000 000 00 Beginning Balance 3,493 Cemetery Maintenance 130 000 640 508 000 000 00 Ending Balance 3,493 Parks Construction Fund 132 000 000 308 000 000 00 Beginning Balance 235,380 Parks Construction Fund 132 000 640 508 000 000 00 Ending Balance 235,380 Parks Trust Fund 136 100 000 308 000 000 00 Beginning Balance 151 Parks Trust Fund 136 100 640 508 000 000 00 Ending Balance 151 Parks Trust Fund 136 200 000 308 000 000 00 Beginning Balance 131 Parks Trust Fund 136 200 640 508 000 000 00 Ending Balance 131 Parks Trust Fund 136 300 000 308 000 000 00 Beginning Balance 8,492 Parks Trust Fund 136 300 640 508 000 000 00 Ending Balance 8,492 Cemetery Trust Fund 137 000 000 308 000 000 00 Beginning Balance 1,645 Cemetery Trust Fund 137 000 640 508 000 000 00 Ending Balance 1,645 Sister City Commission 138 100 000 308 000 000 00 Beginning Balance 220 Sister City Commission 138 100 210 508 000 000 00 Ending Balance 220 Sister City Commission 138 200 000 308 000 000 00 Beginning Balance 2,132 Sister City Commission 138 200 210 508 000 000 00 Ending Balance 2,132 LID Control Fund 211 000 000 308 000 000 00 Beginning Balance 460 LID Control Fund 211 000 320 508 000 000 00 Ending Balance 460 LID Guarantee Fund 213 000 000 308 000 000 00 Beginning Balance 87,434 LID Guarantee Fund 213 000 320 508 000 000 00 Ending Balance 87,434 Utility Operations Fund 411 000 000 308 000 000 00 Beginning Balance 38,902 Utility Operations Fund 411 000 654 508 000 000 00 Ending Balance 38,902 Utility Construction Fund 412 100 000 308 000 000 00 Beginning Balance 70,078 Utility Construction Fund 412 100 630 508 000 000 00 Ending Balance 70,078 Utility Construction Fund 412 200 000 308 000 000 00 Beginning Balance 247,203 Utility Construction Fund 412 200 630 508 000 000 00 Ending Balance 247,203 Utility Construction Fund 412 300 000 308 000 000 00 Beginning Balance 200,298 Utility Construction Fund 412 300 630 508 000 000 00 Ending Balance 200,298 Treatment Plant Construction 414 000 000 308 000 000 00 Beginning Balance 47,505 Treatment Plant Construction 414 000 656 508 000 000 00 Ending Balance 47,505 Packet Page 161 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 8 Department BARS Category Debit Credit Description Change in Beginning Balances Equipment Rental Fund 511 000 000 308 000 000 00 Beginning Balance 7,943 Equipment Rental Fund 511 000 657 508 000 000 00 Ending Balance 7,943 Equipment Rental Fund 511 100 000 308 000 000 00 Beginning Balance 9,905 Equipment Rental Fund 511 100 657 508 000 000 00 Ending Balance 9,905 Firemen's Pension Fund 617 000 000 308 000 000 00 Beginning Balance 3,468 Firemen's Pension Fund 617 000 510 508 000 000 00 Ending Balance 3,468 Items Carried Forward from 2010 General Fund 001 000 240 513 110 410 00 Professional Services 1,000 Website Upgrade General Fund 001 000 390 508 000 000 00 Ending Balance 1,000 General Fund 001 000 620 558 600 410 00 Professional Services 9,500 UW Study General Fund 001 000 390 508 000 000 00 Ending Balance 9,500 General Fund 001 000 610 519 700 410 00 Professional Services 8,514 Verizon EG Grant General Fund 001 000 390 508 000 000 00 Ending Balance 8,514 Building Maintenance 116 000 651 519 920 480 00 Repair & Maint. 90,000 2011 Project Increases Building Maintenance 116 000 000 367 110 000 000 Private Donation 65,000 Building Maintenance 116 000 000 333 140 000 00 Grant Revenue 30,000 Building Maintenance 116 000 651 508 000 000 00 Ending Balance 5,000 Hotel/Motel Tax Revenue 120 000 310 575 420 410 00 Professional Services 42,500 LTAC Hotel/Motel Tax Revenue 120 000 310 508 000 000 00 Ending Balance 42,500 Hotel/Motel Tax Revenue 120 000 310 597 132 550 00 Transfer 5,000 120 Fund LTAC - 132 Fund Parks Construction Hotel/Motel Tax Revenue 120 000 310 508 000 000 00 Ending Balance 5,000 Parks Construction Fund 132 000 640 594 760 410 00 Professional Services 5,000 Parks Construction Fund 132 000 000 397 120 000 00 Transfer 5,000 REET 2 125 000 640 597 132 550 00 Transfer 294,000 Interurban Trail Connection REET 2 125 000 640 508 000 000 00 Ending Balance 294,000 Parks Construction Fund 132 000 640 594 760 650 00 Construction 294,000 Parks Construction Fund 132 000 640 397 125 000 00 Transfer 294,000 Packet Page 162 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 9 Department BARS Category Debit Credit Description Items Offset by Grant Revenue General Fund 001 000 410 521 710 120 10 Overtime 5,207 Target Zero Overtime Reimbursement General Fund 001 000 000 333 020 605 00 Grant Revenue 5,207 General Fund 001 000 410 521 710 120 10 Overtime 285 High Visibility Enforcement OT Reimb General Fund 001 000 000 333 020 606 00 Grant Revenue 285 Parks Construction Fund 132 000 640 594 760 310 00 Supplies 3,000 Petanque Courts Parks Construction Fund 132 000 000 367 110 000 00 Donations 3,000 General Fund 001 000 390 597 511 550 00 Transfer 50,944 2011 Vehicle Purchases General Fund 001 000 000 331 081 100 00 Grant Revenue 50,944 Equipment Rental Fund 511 100 657 594 480 640 00 Equipment 33,212 Equipment Rental Fund 511 100 000 397 001 000 00 Transfer 50,944 Equipment Rental Fund 511 100 657 508 000 000 00 Ending Fund Balance 17,732 New Items General Fund 001 000 640 576 800 110 11 Seasonal Salaries 1,000 Seasonal Overtime General Fund 001 000 640 576 800 120 11 Seasonal Overtime 1,000 General Fund 001 000 390 519 900 460 00 Insurance 108,505 General Fund 001 000 390 508 000 000 00 Ending Fund Balance 108,505 General Street Fund 111 000 653 542 900 460 00 Insurance 18,500 Insurance Street Fund 111 000 000 344 900 000 00 Annual Vehicle Fee 5,000 (WCIA) Street Fund 111 000 653 508 000 000 00 Ending Fund Balance 23,500 Utility Fund 411 000 654 534 800 460 00 Insurance 19,414 Utility Fund 411 000 655 535 800 460 00 Insurance 52,280 Utility Fund 411 000 652 542 900 460 00 Insurance 18,904 Utility Fund 411 000 656 538 800 460 00 Insurance 14,542 Utility Fund 411 000 654 508 000 000 00 Ending Fund Balance 105,140 Equipment Rental Fund 511 000 657 548 680 460 00 Insurance 5,966 Equipment Rental Fund 511 000 657 508 000 000 00 Ending Fund Balance 5,966 TBD Fund 631 000 653 542 310 460 00 Insurance 5,000 TBD Fund 631 000 653 542 310 510 00 Intergovernmental Svc (5,000) General Fund 001 000 310 514 100 110 00 Salaries 91,270 Interim Finance Director General Fund 001 000 310 514 100 230 00 Benefits 22,818 General Fund 001 000 310 514 100 410 00 Professional Services 170,001 General Fund 001 000 390 508 000 000 00 Ending Fund Balance 55,913 General Fund 001 000 360 515 100 410 00 City Attorney 100,000 City Attorney General Fund 001 000 390 508 000 000 00 Ending Fund Balance 100,000 Packet Page 163 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 10 Department BARS Category Debit Credit Description New Items General Fund 001 000 651 519 920 120 00 Overtime 1,531 Main Street Kids Water Damage General Fund 001 000 651 519 920 310 00 Supplies 610 General Fund 001 000 651 519 920 350 00 Minor Equipment 248 General Fund 001 000 651 519 920 480 00 Repair & Maint 6,914 General Fund 001 000 000 395 200 000 00 Insurance Recoveries 10,263 General Fund 001 000 390 508 000 000 00 Ending Fund Balance 960 Building Maintenance 116 000 651 519 920 480 00 Repair & Maint 5,994 Building Maintenance 116 000 000 395 200 000 00 Insurance Recoveries 5,994 Gifts Catalog 127 000 640 575 500 310 00 Supplies 4,000 Gifts Catalog Supplies Gifts Catalog 127 000 640 508 000 000 00 Ending Fund Balance 4,000 Equipment Rental 511 100 657 594 480 640 00 Equipment 78,166 Appropriations for Computers Equipment Rental 511 100 657 508 000 000 00 Ending Fund Balance 78,166 Parks Construction Fund 132 000 640 594 760 650 00 Capital Outlay 28,000 Decrease Const Project Costs Parks Construction Fund 132 000 640 508 000 000 00 Ending Fund Balance 28,000 Street Construction Fund 112 200 000 333 000 000 00 Grant Revenue 56,873 Transportation Grants Street Construction Fund 112 200 630 508 000 000 00 Ending Fund Balance 56,873 Street Construction Fund 112 200 630 595 330 410 00 Professional Services 140,000 Five Corners Roundabout Project Street Construction Fund 112 200 630 595 330 910 00 Interfund Services 10,000 Street Construction Fund 112 200 000 333 000 000 00 Grant Revenue 129,750 Street Construction Fund 112 200 630 508 000 000 00 Ending Fund Balance 20,250 Street Construction Fund 112 200 630 595 330 650 00 Construction 125,000 SR 524 Walkway Project Street Construction Fund 112 200 630 595 330 910 00 Interfund Services 10,000 Street Construction Fund 112 200 000 333 000 000 00 Grant Revenue 35,833 Street Construction Fund 112 200 630 508 000 000 00 Ending Fund Balance 99,167 Utility Construction Fund 412 100 630 594 320 650 00 Construction 164,000 Alderwood Intertie Prj Utility Construction Fund 412 100 000 382 000 000 00 Proceeds of LT Debt 164,000 Utility Construction Fund 412 100 630 594 320 650 00 Construction 400,000 2011 Watermain Replacement Project Utility Construction Fund 412 100 000 338 220 000 00 Interg't Revenue 100,000 Utility Construction Fund 412 100 000 382 000 000 00 Proceeds of LT Debt 300,000 Utility Construction Fund 412 100 630 594 320 650 00 Construction 378,492 2010 Watermain Replacement Project Utility Construction Fund 412 100 000 338 220 000 00 Interg't Revenue 104,570 Utility Construction Fund 412 100 000 382 000 000 00 Proceeds of LT Debt 273,922 Packet Page 164 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 11 Description 2010 Actuals 2011 Budget Change in Beginning Cash 006 Emergency / Financial Reserve Beginning Cash 1,927,600 1,927,600 0 Total Revenues 0 0 Total Expenditures 0 0 Ending Cash 1,927,600 1,927,600 Description 2010 Actuals 2011 Budget Change in Beginning Cash 009 LEOFF-Medical Insurance Reserve Beginning Cash 512,176 435,782 (7,460) Revenue Investment Interest 1,019 0 Interfund Transfer In 376,566 376,566 Total Revenues 377,585 376,566 Expenditure Medical Benefits 382,198 415,000 Long Term Care Benefits 62,471 50,000 Professional Services 16,771 16,500 Travel 0 0 Miscellaneous 0 0 Total Expenditures 461,440 481,500 Ending Cash 428,322 330,848 Packet Page 165 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 12 Description 2010 Actuals 2011 Budget Change in Beginning Cash 010 Public Safety Emergency Reserve Beginning Cash 0 1,334,993 968 Revenue Investment Interest 1,379 1,000 Interfund Transfer 1,334,581 0 Total Revenues 1,335,961 1,000 Expenditure Interfund Transfer Out 0 0 Total Expenditures 0 0 Ending Cash 1,335,961 1,335,993 Description 2010 Actuals 2011 Budget Change in Beginning Cash 104 Drug Enforcement Fund Beginning Cash 131,976 91,478 25,411 Revenue Investment Interest 380 0 Miscellaneous Revenue 32,523 30,000 Insurance Recovery 0 0 Total Revenues 32,903 30,000 Expenditure Supplies 0 200 Fuel Consumed 2,177 2,000 Small Equipment 0 5,000 Communications 1,403 2,233 Repair and Maintenance 0 800 Miscellaneous 5,000 20,000 Intergovernmental Services 39,409 50,000 Total Expenditures 47,989 80,233 Ending Cash 116,889 41,245 Packet Page 166 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 13 Description 2010 Actuals 2011 Budget Change in Beginning Cash 111 Street Fund Beginning Cash 319,008 420,421 26,187 Revenue Street And Curb Permit 3,450 2,500 Grants 0 0 Motor Vehicle Fuel Tax 726,425 750,000 Transportation Charges 227 600,000 Interfund Services 11,255 10,000 Investment Interest 405 500 Other Miscellaneous Revenues 35,701 0 Disposition of Capital Assets 12,572 0 Interfund Transfer In 770,000 0 Total Revenues 1,560,034 1,363,000 Expenditure Salaries 488,581 478,982 Overtime 25,136 22,675 Benefits 183,887 186,803 Uniforms 5,761 7,300 Supplies 176,446 199,000 Small Equipment 15,229 34,136 Professional Services 2,663 37,500 Communications 2,766 3,000 Training 0 1,000 Rental/Lease 928 1,500 Insurance 49,223 39,207 Public Utility 247,287 244,200 Repairs & Maintenance 19,021 23,000 Miscellaneous 5,800 5,000 Intergovernmental Services 2,025 6,000 Equipment 0 0 Interfund Rental 162,485 92,436 Debt Principal 35,929 37,408 Debt Interest 9,267 7,795 Total Expenditures 1,432,434 1,426,942 Ending Cash 446,608 356,479 Packet Page 167 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 14 Description 2010 Actuals 2011 Budget Change in Beginning Cash 112 Street Construction and Improvement Fund Beginning Cash - Program 200 (286,002.31) 33,667.00 20,320 Revenue Grants 509,070.52 782,516.00 Motor Vehicle Fuel Tax 159,459.15 160,000.00 Investment Interest 129.33 0.00 Public Works Trust Fund Proceeds 0.00 0.00 Interfund Transfer In 62,375.33 390,000.00 Total Revenues 731,034.33 1,332,516.00 Expenditure Supplies 0.00 0.00 Professional Services 88,208.40 475,000.00 Advertising 0.00 0.00 Repair and Maintenance 0.00 0.00 Interfund Transfer 0.00 0.00 Construction Projects 228,172.77 712,000.00 Debt Principal 32,881.58 32,882.00 Debt Interest 2,794.93 2,631.00 Interfund Services 38,987.10 63,500.00 Total Expenditures 391,044.78 1,286,013.00 Ending Cash 53,987.24 80,170.00 Description 2010 Actuals 2011 Budget Change in Beginning Cash 112 Street Construction and Improvement Fund Beginning Cash - Program 502 100,281 78,194 14,873 Revenue Traffic Impact Fees 34,741 20,000 Investment Income 132 0 Total Revenues 34,873 20,000 Expenditure Interfund Transfer 42,087 41,891 Total Expenditures 42,087 41,891 Ending Cash 93,067 56,303 Packet Page 168 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 15 Description 2010 Actuals 2011 Budget Change in Beginning Cash 112 Street Construction and Improvement Fund Beginning Cash - Program 503 1,328 1,328 2 Revenue Investment Interest 2 0 Total Revenues 2 0 Ending Cash 1,330 1,328 Description 2010 Actuals 2011 Budget Change in Beginning Cash 112 Street Construction and Improvement Fund Beginning Cash - Program 506 0 0 0 Revenue Grants 0 0 Interlocal Revenues 0 0 Other Miscellaneous Revenues 0 0 Public Works Trust Fund Proceeds 0 0 Interfund Transfer In 42,087 41,891 Total Revenues 42,087 41,891 Expenditure Construction Projects 0 0 Interfund Rental 0 0 Interfund Transfer Out 0 0 Debt Principal 39,320 39,320 Debt Interest 2,768 2,571 Total Expenditures 42,087 41,891 Ending Cash 0 0 Packet Page 169 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 16 Description 2010 Actuals 2011 Budget Change in Beginning Cash 113 Multimodal Transportation Fund Beginning Cash 51,542 26,542 23,685 Revenue Grants 1,552 1,000,000 Total Revenues 1,552 1,000,000 Expenditure Professional Services 2,866 1,000,000 Land 0 0 Interfund Transfer Out 0 25,000 Total Expenditures 2,866 1,025,000 Ending Cash 50,227 1,542 Description 2010 Actuals 2011 Budget Change in Beginning Cash 116 Building Maintenance Beginning Cash 42,035 86,325 99,556 Revenue Grants 160,478 0 Investment Interest 377 0 Private Donation 4,740 50,000 Miscellaneous Revenue 0 0 Interfund Transfer In 184,355 56,600 Total Revenues 349,950 106,600 Expenditure Supplies 31,043 0 Professional Services 24,904 20,000 Repair and Maintenance 148,788 74,800 Miscellaneous 1,369 0 Machinery/Equipment 0 0 Construction Projects 0 0 Interfund Transfer Out 0 200 Total Expenditures 206,105 95,000 Ending Cash 185,881 97,925 Packet Page 170 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 17 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 117 Municipal Arts Acquisition Fund Program 100 Beginning Cash 233,006 229,456 25,254 Revenue Grants 0 0 Resale Items 172 100 Community Events 33,461 24,000 Investment Interest 650 0 Contributions / Private Sources 7,976 6,000 Interfund Transfer In 19,000 19,000 Total Revenues 61,258.03 49,100.00 Expenditure Supplies 3,232 4,000 Small Equipment 1,014 1,000 Professional Services 25,233 33,500 Travel 0 50 Advertising 4,000 4,000 Rental / Lease 0 1,000 Repair and Maintenance 0 300 Miscellaneous 3,075 4,500 Interfund Transfer Out 3,000 3,000 Total Expenditures 39,554 51,350 Ending Cash 254,710 227,206 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 117 Municipal Arts Acquisition Fund Program 200 Beginning Cash 128,845 96,848 27,071 Revenue Grants 0 0 Investment Interest 336 0 Contributions / Private Sources 1,735 1,000 Sale of Junk / Salvage (81) 0 Interfund Transfer In 0 5,700 Total Revenues 1,990 6,700 Expenditure Supplies 10 200 Professional Services 5,565 50,000 Miscellaneous 1,341 4,500 Total Expenditures 6,917 54,700 Ending Cash 123,919 48,848 Packet Page 171 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 18 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 117 Municipal Arts Acquisition Fund Program 300 Beginning Cash 12,696 13,722 1,007 Revenue Investment Interest 33 0 Contributions / Private Sources 0 100 Interfund Transfer In 3,000 3,000 Total Revenues 3,033 3,100 Expenditure Professional Services 0 3,000 Miscellaneous 1,000 0 Total Expenditures 1,000 3,000 Ending Cash 14,729 13,822 Description 2010 Actuals 2011 Budget Change in Beginning Cash 118 Memorial Street Fund Beginning Cash 17,570 17,570 47 Revenue Investment Interest 47 0 Total Revenues 47 0 Total Expenditures 0.00 0.00 Ending Cash 17,617 17,570 Packet Page 172 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 19 Description 2010 Actuals 2011 Budget Change in Beginning Cash 120 Hotel / Motel Tax Revenue Fund Beginning Cash 181,037 176,262 (59,654) Revenue Hotel / Motel Excise Tax 69,216 75,000 Investment Interest 440 0 Total Revenues 69,655 75,000 Expenditure Professional Services 70,058 43,000 Advertising 38,003 35,000 Miscellaneous 4,720 5,000 Interfund Transfer Out 21,304 22,750 Total Expenditures 134,085 105,750 Ending Cash 116,608 145,512 Description 2010 Actuals 2011 Budget Change in Beginning Cash 121 Employee Parking Permit Fund Beginning Cash 93,897 87,811 (3,151) Revenue Employee Parking Permit Fund 16,475 20,000 Investment Interest 244 0 Total Revenues 16,719 20,000 Expenditure Supplies 871 1,000 Interfund Transfer 25,086 25,086 Total Expenditures 25,957 26,086 Ending Cash 84,660 81,725 Packet Page 173 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 20 Description 2010 Actuals 2011 Budget Change in Beginning Cash 122 Youth Scholarship Fund Beginning Cash 17,166 15,878 1,214 Revenue Investment Interest 42 0 Contribution/Donation 3,470 3,000 Total Revenues 3,512 3,000 Expenditure Miscellaneous 3,586 4,000 Total Expenditures 3,586 4,000 Ending Cash 17,092 14,878 Description 2010 Actuals 2011 Budget Change in Beginning Cash 123 Tourism Promotional Arts Fund Beginning Cash 50,855 50,705 2,906 Revenue Grants 1,885 0 Sale Maps & Books 126 100 Investment Interest 125 0 Contributions/Donations 0 0 Interfund Transfer In 17,304 18,750 Total Revenues 19,440 18,850 Expenditure Supplies 0 0 Professional Services 8,704 10,500 Advertising 4,765 4,500 Miscellaneous 3,216 6,000 Total Expenditures 16,684 21,000 Ending Cash 53,611 48,555 Packet Page 174 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 21 Description 2010 Actuals 2011 Budget Change in Beginning Cash 125 REET 2 - Parks Summary Beginning Cash 1,570,016 150,316 228,896 Revenue Local Real Estate Tax - 2nd Half 614,743 700,000 Investment Interest 1,992 0 Other Miscellaneous Revenue 724 0 Interfund Transfer In 0 0 Total Revenues 617,459 700,000 Expenditure Supplies 43,591 30,000 Professional Services 271,136 330,000 Communications 0 0 Advertising 0 0 Rental Lease 0 0 Repair and Maintenance 66,069 65,000 Intergovernmental Services 25,000 0 Interfund Services 186,902 0 Land 0 0 Construction Projects 1,215,564 40,000 Interfund Transfer Out 0 158,000 Total Expenditures 1,808,263 623,000 Ending Cash 379,212 227,316 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 126 REET 1 Beginning Cash 442,755 342,159 16,442 Revenue Local Real Estate Tax-First 614,743 700,000 Investment Interest 1,698 0 Total Revenues 616,441 700,000 Expenditure Supplies 0 0 Miscellaneous 0 0 Land 0 0 Interfund Transfer Out 70,792 69,480 Debt Principal 461,581 481,677 Debt Interest 168,223 148,425 Total Expenditures 700,596 699,582 Ending Cash 358,601 342,577 Packet Page 175 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 22 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 127 Gifts Catalog Fund Beginning Cash-Program 000 98,498 116,327 1,460 Revenue Grants 0 0 Investment Interest 289 0 Contributions / Private Sources 26,445 4,640 Total Revenues 26,734 4,640 Expenditure Supplies 5,446 1,300 Professional Services 2,000 0 Interfund Transfer Out 0 0 Total Expenditures 7,446 1,300 Ending Cash 117,787 119,667 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 127 Gifts Catalog Fund Beginning Cash-Program 100 64,009 64,009 169 Revenue Grants 0 0 Investment Interest 169 0 Contributions / Private Sources 0 0 Total Revenues 169 0 Expenditure Supplies 0 0 Professional Services 0 0 Total Expenditures 0 0 Ending Cash 64,178 64,009 Packet Page 176 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 23 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 127 Gifts Catalog Fund Beginning Cash-Program 200 9,562 7,062 9,032 Revenue Investment Interest 32 0 Contributions / Private Sources 9,000 0 Total Revenues 9,032 0 Expenditure Professional Services 2,500 5,000 Total Expenditures 2,500 5,000 Ending Cash 16,094 2,062 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 129 Special Projects Fund Beginning Cash Balance 3,052 702 837 Revenue Wa St Dot - Sr 99 - Enhancement 15,090 224,260 Investment Interest 4 0 Total Revenues 15,094 224,260 Expenditure Construction Projects 0 216,110 Professional Services 16,607 8,852 Total Expenditures 16,607 224,962 Ending Cash Balance 1,539 0 Packet Page 177 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 24 Description 2010 Actuals 2011 Budget Change in Beginning Cash 130 Cemetery Maintenance Improvement Fund Beginning Cash 94,066 92,319 (3,493) Revenue Resale Items/Taxable 34,632 27,000 Cemetery Grave Sales 110,151 92,700 Investment Interest 268 0 Contribution/Donation 0 0 Interfund Transfer-In 0 0 Total Revenues 145,051 119,700 Expenditure Salaries and Wages 66,450 66,930 Overtime 2,413 2,500 Benefits 28,621 29,449 Uniforms 0 1,000 Supplies 9,213 7,000 Resale Items 21,274 20,000 Small Equipment 0 0 Professional Services 1,459 1,000 Communications 1,361 1,412 Travel 550 1,000 Advertising 1,454 3,000 Utilities 3,897 3,800 Repairs and Maintenance 5,327 500 Miscellaneous 797 1,000 Interfund Services 0 3,000 Interfund Rental 7,473 6,588 Interfund Loan Payments 0 0 Interfund Loan Interest 0 0 Construction Projects 0 0 Interfund Transfer 0 0 Equipment 0 0 Total Expenditures 150,291 148,179 Ending Cash 88,826 63,840 Packet Page 178 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 25 Description 2010 Actuals 2011 Budget Change in Beginning Cash 132 Parks Construction Fund Beginning Fund Balance 24,007 255,694 (235,380) Revenue Grants 0 1,534,500 Parks Donations 0 0 Interfund Transfer In 0 153,000 Total Revenues 0 1,687,500 Expenditure Supplies 0 0 Professional Services 3,693 48,000 Construction Projects 0 1,687,500 Interfund Transfer Out 0 0 Total Expenditures 3,693 1,735,500 Ending Fund Balance 20,314 207,694 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 136 Parks Trust Fund Beginning Cash-Program 100 47,953 48,203 (151) Revenue Investment Interest 100 0 Contributions / Private Sources 0 500 Interfund Transfers 0 36,500 Total Revenues 100 37,000 Expenditure Interfund Transfers 0 0 Total Expenditures 0 0 Ending Cash 48,052 85,203 Packet Page 179 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 26 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 136 Parks Trust Fund Beginning Cash-Program 200 63,219 63,219 131 Revenue Investment Interest 131 0 Contributions / Private Sources 0 0 Total Revenues 131 0 Expenditure Interfund Transfers 0 0 Total Expenditures 0 0 Ending Cash 63,350 63,219 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 136 Parks Trust Fund Beginning Cash-Program 300 33,109 0 8,492 Revenue Investment Interest 64 0 Contributions / Private Sources 0 0 Total Revenues 64 0 Expenditure Interfund Transfers 24,681 0 Total Expenditures 24,681 0 Ending Cash 8,492 0 Packet Page 180 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 27 Description 2010 Actuals 2011 Budget Change in Beginning Cash 137 Cemetery Maintenance Trust Fund Beginning Cash 766,066 782,566 1,645 Revenue Resale Items/Taxable 3,848 3,000 Cemetery Grave Sales 12,239 10,300 Investment Interest 2,059 0 Interfund Loan Payments 0 0 Interfund Loan Interest 0 0 Total Revenues 18,146 13,300 Expenditure Total Expenditures 0 0 Ending Cash 784,211 795,866 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 138 Sister City Commission Program 100 -Public Beginning Cash 7,874 7,674 220 Revenue Investment Interest 21 100 Total Revenues 21 100 Expenditure Miscellaneous 0 500 Total Expenditures 0 500 Ending Cash 7,894 7,274 Packet Page 181 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 28 Description 2010 Actuals 2011 Budget Change in Beginning Cash Fund 138 Sister City Commission Program 200 - Private Beginning Cash 3,307 3,383 2,132 Revenue Investment Interest 15 100 Contributions / Private Sources 7,251 5,200 Total Revenues 7,266 5,300 Expenditure Supplies 52 500 Student Trip 0 2,400 Miscellaneous 5,006 1,500 Total Expenditures 5,058 4,400 Ending Cash 5,515 4,283 Description 2010 Actuals 2011 Budget Change in Beginning Cash 211 LID Control Fund Beginning Cash 6,337 0 460 Revenue Special Assessment Penalty 830 0 Special Assessment Interest 15,626 0 Special Assessment Principal 64,960 0 Total Revenues 81,416 0 Expenditure Miscellaneous 0 0 Bond Principal 0 0 Bond Interest 0 0 Interfund Transfer to the General Fund 87,293 0 Total Expenditures 87,293 0 Ending Cash 460 0 Packet Page 182 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 29 Description 2010 Actuals 2011 Budget Change in Beginning Cash 213 LID Guarantee Fund Beginning Cash 50,233 50,233 87,434 Revenue Investment Interest 142 0 Interfund Transfer 87,293 0 Total Revenues 87,435 0 Expenditure Total Expenditures 0.00 0.00 Ending Cash 137,667 50,233 Description 2010 Actuals 2011 Budget Change in Beginning Cash 234 LTGO Bond Fund Beginning Cash 0 0 0 Revenue Investment Interest 0 0 Debt Service Payment - PFD 381,368 396,493 Transfer In (REET 1) 70,792 69,480 Total Revenues 452,160 465,973 Expenditure Bond Principal 165,000 185,000 Bond Interest 287,160 280,973 Total Expenditures 452,160 465,973 Ending Cash 0 0 Packet Page 183 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 30 Description 2010 Actuals 2011 Budget Change in Beginning Cash 411 Utility Operations Beginning Cash 6,855,440 4,473,733 38,902 Revenue Non-Business Licenses and Permits 3,885 3,000 Grants 50,844 21,000 Intergovernmental Services 1,879,675 2,173,255 Utility Charges 12,055,196 12,633,682 Illegal Discharge 870 0 Investment Interest 19,277 10,000 Rental Leases 46,780 49,000 Other Misc. Revenues 170,436 98,000 Capital Contributions 19,940 15,000 Interfund Loans Receivable 0 0 General Obligation Proceeds 0 0 Fixed Asset Disposition 7,357 0 Total Revenues 14,254,259 15,002,937 Expenditure Salaries 2,561,901 2,835,153 Overtime 97,589 120,746 Benefits 1,003,473 1,081,342 Uniforms 20,229 29,900 Supplies 583,710 642,790 Fuel Consumed 44,156 70,000 Water Purchased for Resale 1,242,227 1,496,000 Supplies Purchased for Inventory or Resale 92,967 143,000 Small Equipment 37,265 25,300 Professional Services 130,376 206,415 Communications 62,977 71,730 Travel 4,334 20,050 Advertising 0 2,760 Rental/Lease 11,049 29,780 Insurance 391,610 311,436 Utilities 979,973 943,290 Repair 77,879 108,350 Miscellaneous 541,138 458,930 Intergovernmental Services 299,759 562,600 Utility Tax 1,396,633 1,471,682 Interfund Transfer Out 4,724,169 1,978,975 Land 0 0 Buildings 0 0 Equipment 16,619 20,000 Amortized Debt Issue Cost 0 Interfund Services 1,072,257 1,326,682 Interfund Supplies 0 0 Interfund Rental 371,898 363,478 Interfund Repair & Maintenance 0 2,500 Debt Principal 599,841 601,312 Debt Interest 233,035 215,153 Total Expenditures 16,597,064 15,139,354 Ending Cash 4,512,635 4,337,316 Packet Page 184 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 31 Description 2010 Actuals 2011 Budget Change in Beginning Cash Utility Construction Fund Beginning Cash - Water Program (100) (133,803) 35,597 70,078 Revenue Investment Interest 40 0 Miscellaneous Revenue 0 0 Contributed Capital 33,596 25,000 Debt Proceeds 0 4,000,000 Interfund Transfers In 900,000 400,000 Total Revenues 933,636 4,425,000 Expenditure Professional Services 393,023 437,333 Construction Projects 238,760 3,942,833 Interfund Transfers In 62,375 75,167 Total Expenditures 694,159 4,455,333 Ending Cash 105,675 5,264 Description 2010 Actuals 2011 Budget Change in Beginning Cash Utility Construction Fund Beginning Cash - Storm Program (200) (61,180) 3,206 (247,203) Revenue Grants 50,000 150,000 Mitigation Fees 0 0 Investment Interest 0 0 Miscellaneous Revenue 0 0 Contributed Capital 10,207 30,000 Debt Proceeds 0 1,100,000 Interfund Transfers In 300,000 600,000 Total Revenues 360,207 1,880,000 Expenditure Professional Services 398,142 512,333 Advertising 0 0 Repair and Maintenance 0 0 Miscellaneous 0 0 Construction Projects 144,881 1,095,833 Interfund Transfers In 0 265,167 Total Expenditures 543,024 1,873,333 Ending Cash (243,997) 9,873 Packet Page 185 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 32 Description 2010 Actuals 2011 Budget Change in Beginning Cash Utility Construction Fund Beginning Cash - Sewer Program (300) 2,047,208 3,572,954 200,298 Revenue Grants 0 0 Mitigation Fees 0 0 Investment Interest 6,043 0 Miscellaneous Revenue 0 0 Contributed Capital 29,980 20,000 Debt Proceeds 0 0 Interfund Transfers In 2,500,000 500,000 Total Revenues 2,536,022 520,000 Expenditure Professional Services 660,427 539,334 Advertising 0 0 Repair and Maintenance 0 0 Miscellaneous 0 0 Construction Projects 149,552 3,381,834 Interfund Transfers In 0 50,166 Total Expenditures 809,978 3,971,334 Ending Cash 3,773,252 121,620 Packet Page 186 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 33 Description 2010 Actuals 2011 Budget Change in Beginning Cash 414 Treatment Plant Construction Fund Beginning Cash 51,152 158,752 47,505 Revenue Grants 0 0 Mitigation Fees 0 0 Investment Interest 338 0 Miscellaneous Revenue 178,450 0 Contributed Capital 1,107,417 522,438 Debt Proceeds 0 0 Gain on Fixed Asset 0 0 Interfund Transfers In 1,024,169 424,597 Total Revenues 2,310,374 947,035 Expenditure Supplies 0 0 Professional Services 535,032 0 Advertising 0 0 Repair and Maintenance 0 0 Miscellaneous 2,653 0 Interfund Transfers In 0 0 Construction Projects 1,340,026 560,000 Debt Principal 168,570 172,164 Debt Interest 108,989 103,871 Total Expenditures 2,155,269 836,035 Ending Cash 206,257 269,752 Packet Page 187 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 34 Description 2010 Actuals 2011 Budget Change in Beginning Cash 511 Equipment Rental Fund Beginning Cash - Operations Program (000) 515,025 552,327 (7,943) Revenue Garage Services 4,749 0 Interfund Sales and Services 301 10,000 Investment Income 1,866 0 Interfund Operating Income 804,446 725,364 Other Miscellaneous Revenue 1,224 0 Disposition of Capital Assets 1,039 0 Total Revenues 813,624 735,364 Expenditure Salaries 200,856 214,227 Overtime 738 2,000 Benefits 85,832 87,833 Uniforms 1,084 1,000 Supplies 98,543 76,000 Fuel Consumed 639 1,000 Supplies Purchased for Resale 245,260 294,600 Small Equipment 8,760 10,000 Professional Services 1,004 1,000 Communication 3,581 3,500 Travel 40 500 Advertising 145 500 Rental/Lease 3,434 3,500 Insurance 38,257 29,590 Public Utilities 11,450 14,000 Repair and Maintenance 68,939 75,000 Miscellaneous 6,619 7,500 Intergovernmental Services 2,188 4,000 Interfund Rental 6,897 13,452 Total Expenditures 784,265 839,202 Ending Cash 544,384 448,489 Packet Page 188 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 35 Description 2010 Actuals 2011 Budget Change in Beginning Cash 511 Equipment Rental Fund Beginning Cash - Replacement Program (100) 3,671,857 3,981,975 9,905 Revenue Investment Interest 9,799 0 B-Fund Rental Charge 535,161 140,112 Miscellaneous Revenue 0 0 Contributed Capital 0 0 Disposition of Capital Assets 117,561 0 Interfund Transfer In 19,221 0 Total Revenues 681,742 140,112 Expenditure Supplies 0 0 Small Equipment 0 10,000 Repair and Maintenance 0 0 Interfund Services 301 40,000 Machinery and Equipment 53,156 295,500 Interfund Transfer 308,262 0 Total Expenditures 361,719 345,500 Ending Cash 3,991,880 3,776,587 Description 2010 Actuals 2011 Budget Change in Beginning Cash 617 Firemen's Pension Fund Beginning Cash 284,951 263,852 3,468 Revenue Fire Insurance Premium Tax 44,905 44,905 Investment Interest 720 0 Interfund Transfer In 48,023 48,023 Total Revenues 93,648 92,928 Expenditure Salaries 49,548 0 Pension Payments 0 56,750 Health Benefits 57,032 71,000 Professional Services 4,699 4,500 Total Expenditures 111,279 132,250 Ending Cash 267,320 224,530 Packet Page 189 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 36 Prepared By:Stephen Clifton Department:Economic Development Description on Budget Amendment Summary Website Upgrade Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Professional Services 001.000.240.513.110.410.00 1,000 Total Expenditure Increase (Decrease)1,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 001 General Fund 001.000.390.508.000.000.00 (1,000) Total Ending Fund Balance Increase (Decrease)(1,000) On December 21, 2010, City Council approved an allocation for website updates in the amount of $35,000, i.e. $16,000 in 2010 and $15,800 in 2011 from the Economic Develoment Budget with $3,200 from Information Services. The actual expenditures in 2010 was $15,000. The remaining $1,000 allocated for 2010 will be expended in 2011 and it is requested to have the budget amended to add $1,000 to the Economic Development professional services budget. Packet Page 190 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 37 Prepared By:Rob Chave Department:Planning / Development Svcs Description on Budget Amendment Summary UW Study Timing Adjustment Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Professional Services 001.000.620.558.600.410.00 9,500 Total Expenditure Increase (Decrease)9,500$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 001 General Fund 001.000.390.508.000.000.00 (9,500) Total Ending Fund Balance Increase (Decrease)(9,500) Contract payments for the UW study for Five Corners/Westgate were originally anticipated to span two budget years (2010 and 2011). However, because no billings were received or paid in 2010, all expenditures have occurred in 2011. This budget adjustment is intended to move the unexpended money budgeted for 2010 into the 2011 budget year. There has been no change in the overall project budget, just a change in the timing of when the expenditures were actually made. Original budget: 2010 = $9,500; 2011 = $31,550. Amended budget: 2010 = $0; 2011 = $41,050. Packet Page 191 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 38 Prepared By:Stephen Clifton Department:Community Services Description on Budget Amendment Summary Verizon EG Grant Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Professional Services 001.000.610.519.700.410.00 8,514 Total Expenditure Increase (Decrease)8,514$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 001 General Fund 001.000.390.508.000.000.00 (8,514) Total Ending Fund Balance Increase (Decrease)(8,514) Verizon granted the City $10,000 in 2008 as a result of the franchise granted to Verizon for providing cable to the citizens in Edmonds. The $10,000 is to be used for capital purchases related to operating the City's government channel, transmission, and video recording of government events. As of December 31, 2010, only $1,468.32 had been spent. The $8,513.68 remaining is restricted to capital purchases, it must be carried over in the 2011 budget. Packet Page 192 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 39 Prepared By:Jim Stevens Department:Public Works Description on Budget Amendment Summary 2011 Project Increase Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 116 Bldg. Maintenance Repair and Maintenance 116.000.651.519.920.480.00 90,000 Total Expenditure Increase (Decrease)90,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 116 Bldg. Maintenance Private Donation 116.000.000.367.110.000.00 (65,000) 116 Bldg. Maintenance WSHS Grant 116.000.000.333.140.000.00 (30,000) Total Revenue (Increase) Decrease (95,000) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 116 Bldg. Maintenance 116.000.651.508.000.000.00 5,000 Total Ending Fund Balance Increase (Decrease)5,000 Fund 116 has received a reimbursement this year of $30,000 for the Museum Exterior Repairs Project, completed in 2010. The Senior Center Roof Repairs Project, originally expected to run in 2010, began in March of 2011, and has just completed. The expenditures on this project, approximately $115,000, all are reimbursable from a CTED grant held by the Senior Center, so the revenue source "Private Donation", expected to be $50,000, needs to be amended to the full $115,000 project value. Packet Page 193 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 40 Prepared By:Frances Chapin Department:Parks, Recreation & Cultural Services Description on Budget Amendment Summary LTAC Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 120 Hotel/Motel Tax Prof Services 120.000.310.575.420.410.00 42,500 Total Expenditure Increase (Decrease)42,500$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 120 Hotel/Motel Tax 120.000.310.508.000.000.00 (42,500) Total Ending Fund Balance Increase (Decrease)(42,500) In late 2010 a budget adjustment was made to appropriate $100,000 from ending cash in the 120 Fund for expenditures through a professional services contract with Edmonds Center for the Arts for promotion of their 2010-11 events. The allowable promotional expenses are reimbursable. ECA requested reimbursement for $57,499.99 in 2010 and the remaining $42,500.01 will be requested for reimbursement in 2011. The $42,500.01 needs to be appropriated in the 2011 budget. Packet Page 194 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 41 Prepared By:Frances Chapin Department:Parks, Recreation & Cultural Services Description on Budget Amendment Summary 120 Fund LTAC - 132 Fund Parks Construction Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 120 Hotel/Motel Tax Transfer 120.000.310.597.132.550.00 5,000 132 Parks Construction Prof Services 132.000.640.594.760.410.00 5,000 Total Expenditure Increase (Decrease)10,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 132 Parks Construction Transfer 132.000.000.397.120.000.00 (5,000) Total Revenue (Increase) Decrease (5,000) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 120 Hotel/Motel Tax 120.000.310.508.000.000.00 (5,000) Total Ending Fund Balance Increase (Decrease)(5,000) The Lodging Tax Advisory Committee approved a $5,000 allocation in 2010 as part of the matching funds for a federal Preserve America grant received by the City in 2010. The $5,000 is part of the 120 fund 2011 budget and now needs to be transferred into the 132 fund for the grant project expenditures. The Preserve America grant is for creating a Downtown Edmonds Cultural Heritage Tour and the project is being managed by the Cultural Services Manager. Packet Page 195 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 42 Prepared By:Carrie Hite Department:Parks, Recreation, and Cultural Services Description on Budget Amendment Summary Interurban Trail Connection Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 125 REET 125 Transfer Out 125.000.640.597.132.550.00 294,000 132 Parks Construction Capital Outlay 132.000.640.594.760.650.00 294,000 Total Expenditure Increase (Decrease)588,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 132 Parks Construction Transfer In 132.000.640.397.125.000.00 (294,000) Total Revenue (Increase) Decrease (294,000) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 125 REET 125 125.000.640.508.000.000.00 (294,000) Total Ending Fund Balance Increase (Decrease)(294,000) This budget amendment was authorized by Council no June 21, 2011 to complete the Interurban Trail project.This was originally authorized by Council for expenditure in 2009. Because of delays in the project, this amount has been carried over through 2010 and retained in the 125 for this project. This amendment increases expenditure in the 125 for $294,000, then transfers this amount into the Parks Construction fund 132 for completion of the Interurban Trail project. Packet Page 196 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 43 Prepared By:ACOP Gerry Gannon Department:Police Description on Budget Amendment Summary Target Zero Overtime Reimbursement Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Traffic Overtime-Reimb. 001.000.410.521.710.120.10 5,207 Total Expenditure Increase (Decrease)5,207$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 001 General Fund Target Zero Team Grant 001.000.000.333.020.605.00 (5,207) Total Revenue (Increase) Decrease (5,207) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount Total Ending Fund Balance Increase (Decrease)- The amendment increases expenditures in Traffic Reimburseable Overtime by $5207, for overtime worked on Target Zero emphasis patrols in January through April 2011. Reimbursement from the Washington Traffic Safety Commission to cover this overtime has been received by the City. Target Zero is a grant targeted at reducing the number of people killed or seriously injured by impaired drivers in Snohomish County. The revenue and expenditures were not included in the 2011 adopted budget as grant revenue is quite variable, depending upon grant awards and the staffing of the emphasis patrols. Packet Page 197 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 44 Prepared By:ACOP Gerry Gannon Department:Police Description on Budget Amendment Summary High Visibility Enforcement Overtime Reimbursement Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Traffic Overtime-Reimb. 001.000.410.521.710.120.10 285 Total Expenditure Increase (Decrease)285$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 001 General Fund HVE Grant 001.000.000.333.020.606.00 (285) Total Revenue (Increase) Decrease (285) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount Total Ending Fund Balance Increase (Decrease)- The amendment increases expenditures in Traffic Reimburseable Overtime by $285, for overtime worked on HVE emphasis patrols in March 2011. Reimbursement from the Washington Traffic Safety Commission to cover this overtime has been received by the City. High Visibility Enforcement (HVE) is a grant targeted at reducing traffic injuries and deaths through emphasis patrols for impaired driving, speeding, and seat belt enforcement. The revenue and expenditures were not included in the 2011 adopted budget as grant revenue is quite variable, depending upon grant awards and the staffing of the emphasis patrols. Packet Page 198 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 45 Prepared By:Carrie Hite Department:Parks, Recreation, and Cultural Services Description on Budget Amendment Summary Petanque Courts Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 132 Parks Construction Supplies 132.000.640.594.760.310.00 3,000 Total Expenditure Increase (Decrease)3,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 132 Parks Construction Hubbard Foundation 132.000.000.367.110.000.00 (3,000) Total Revenue (Increase) Decrease (3,000) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount Total Ending Fund Balance Increase (Decrease)- The City recently received a grant from the Hubbard Foundation for $3000 to construct two new Petanque Courts. This budget amendment authorizes additional expenditures of $3000 to complete construction. Packet Page 199 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 46 Prepared By:Dave Sittauer Department:Fleet Description on Budget Amendment Summary 2011 Vehicle Purchase Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Transfer 001.000.390.597.511.550.00 50,944 511 511 B-Fund (1) Vehicle Purchase 511.100.657.594.480.640.00 16,606 511 511 B-Fund (1) Vehicle Purchase 511.100.657.594.480.640.00 16,606 Total Expenditure Increase (Decrease)84,156$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 001 General Fund Grant Revenue 001.000.000.331.081.100.00 (50,944) 511 511 B-Fund Transfer 511.100.000.397.001.000.00 (50,944) Total Revenue (Increase) Decrease (101,888) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 511 511 B-Fund 511.100.657.508.000.000.00 17,732 Total Ending Fund Balance Increase (Decrease)17,732 In December of 2009, the city was awarded the EECBG grant to purchase alternate fuel source vehicles. A schedule was set so that 7 vehicles would be purchased over 3 years (Years '10, '11,'12). The grant administrator has now asked that we purchase all vehicles before the end of 2011. The city has 2 vehicle purchases remaining to complete the grant. These 2 remaining vehicles are the Nissan All Electric LEAF. The costs of the vehicles being replaced are partially funded with grant money received and the remaining costs are funded through the Vehicle Replacement Fund (511 B-Fund). Packet Page 200 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 47 Prepared By: Rich Lindsay Department: Parks Description on Budget Amendment Summary Parks Seasonal Overtime Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Seasonal staff salaries 001.000.640.576.800.110.11 (1,000) 001 General Fund Seasonal Overtime 001.000.640.576.800.120.11 1,000 Total Expenditure Increase (Decrease)-$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount Total Ending Fund Balance Increase (Decrease)- Need to transfer $ 1,000 dollars from Parks Seasonal Salaries and place into new parks overtime line item that was removed during the last budget process. This is needed to pay overtime to Parks Seasonal emplolyees due to working hoildays and overtime due to increased use of parks in summer months. Packet Page 201 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 48 Prepared By:Jim Tarte Department:Finance Description on Budget Amendment Summary General Insurance (WCIA) Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Insurance 001.000.390.519.900.460.00 108,505 111 Street Fund Insurance 111.000.653.542.900.460.00 18,500 411 Utility-Water Insurance 411.000.654.534.800.460.00 19,414 411 Utility-Sewer Insurance 411.000.655.535.800.460.00 52,280 411 Utility-Storm Insurance 411.000.652.542.900.460.00 18,904 411 Utility-Treatment Plant Insurance 411.000.656.538.800.460.00 14,542 511 Equipment Rental Insurance 511.000.657.548.680.460.00 (5,966) 631 TBD Insurance 631.000.653.542.310.460.00 5,000 631 TBD Intergovernmental Svcs 631.000.653.542.310.510.00 (5,000) Total Expenditure Increase (Decrease)226,179$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 111 Street Fund Annual Vehicle Fee (TBD)111.000.000.344.900.000.00 5,000 Total Revenue (Increase) Decrease 5,000 Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 001 General Fund 001.000.390.508.000.000.00 (108,505) 111 Street Fund 111.000.653.508.000.000.00 (23,500) 411 Utility-Water 411.000.654.508.000.000.00 (105,140) 511 Equipment Rental 511.000.657.508.000.000.00 5,966 Total Ending Fund Balance Increase (Decrease)(231,179) The 2011 insurance budget for all funds is $745k and the actual amount paid in January 2011 to WCIA is $976k. The $231k difference is due to when compiling the 2011 budget ($745k), only the liability portion of the insurance was included in the 2011 budget and the property, auto and equipment was inadvertently missed. The amount paid in 2010 to WCIA was $929k. Packet Page 202 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 49 Prepared By:Deb Sharp Department:Finance Description on Budget Amendment Summary Interim Finance Director Position Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Salaries 001.000.310.514.100.110.00 (91,270) 001 General Fund Benefits 001.000.310.514.100.230.00 (22,818) 001 General Fund Professional Services 001.000.310.514.100.410.00 170,000 Total Expenditure Increase (Decrease)55,912$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 001 General Fund 001.000.390.508.000.000.00 (55,913) Total Ending Fund Balance Increase (Decrease)(55,913) Finance director (Hines) final day was 3/15/11, therefore reduced budgeted salaries and benefits from this date forward. Increased professional services budget for interim finance director (Tarte) from 3/14/11 thru 11/30/11. Packet Page 203 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 50 Prepared By:Jim Tarte Department:Finance Description on Budget Amendment Summary City Attorney Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund City Attorney 001.000.360.515.100.410.00 100,000 Total Expenditure Increase (Decrease)100,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 001 General Fund 001.000.390.508.000.000.00 (100,000) Total Ending Fund Balance Increase (Decrease)(100,000) During the 2011 budget process, the evaluation of a new City Attorney was taking place. The preliminary budget was set at $450k, then later reduced to $350k. The actual 2011 amount will be approximately $450k, therefore a $100k budget amendment is necessary. 2010 actual amount was $548k and 2012 budget amount will be approximately $384k. The 2011 $100k budget amendment is made up of: 1) Lighthouse was hired at $384k per year, effective March 2011 ($28k), 2) OMW fees for Jan and Feb were $79k (over budget by $21k), 3) OMW fees for March and April were not budgeted ($42k). Packet Page 204 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 51 Prepared By:Renee McRae for Jim Stevens Department:Facilities Maintenance Description on Budget Amendment Summary Main Street Kids Water Damage Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 001 General Fund Overtime 001.000.651.519.920.120.00 1,531 001 General Fund Supplies 001.000.651.519.920.310.00 610 001 General Fund Minor Equipment 001.000.651.519.920.350.00 248 001 General Fund Repair/Maintenance 001.000.651.519.920.480.00 6,914 116 Building Maintenance Repair/Maintenance 116.000.651.519.920.480.00 5,994 Total Expenditure Increase (Decrease)15,297$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 001 General Fund Insurance Recoveries 001.000.000.395.200.000.00 (10,263) 116 Building Maintenance Insurance Recoveries 116.000.000.395.200.000.00 (5,994) Total Revenue (Increase) Decrease (16,257) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 001 General Fund 001.000.390.508.000.000.00 960 Total Ending Fund Balance Increase (Decrease)960 On April 3, 2011, a water supply line ruptured causing extensive flooding and damage to the tenant spaces leased by Main Street Kids. The damage occurred on a Sunday and the Facilities Maintenance staff was called in to remove the water and repair the line. Main Street Kids remained closed for one week so that damages could be repaired. The City received two checks from our insurance company to cover the expenses and the loss of revenue. One check was for $15,720.95 and the other was for $1,603.26. Invoices were paid from Facilities Maintenance 001 and the Building Maintenance Fund 116. This amendment recovers the unanticipated costs related to this incident. Packet Page 205 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 52 Prepared By:Renee McRae Department:Parks and Recreation Description on Budget Amendment Summary Gifts Catalog - Fund 127.000 Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 127 Gifts Catalog Fund Supplies 127.000.640.575.500.310.00 4,000 Total Expenditure Increase (Decrease)4,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 127 Gift Catalog Fund Ending Cash 127.000.640.508.000.000.00 (4,000) Total Ending Fund Balance Increase (Decrease)(4,000) A donation of $2,000 was received from the Friends of Edmonds in Bloom in October 2010 for flower supplies for the 2011 flower program. At the time the budget was put together this donation was not anticipated and these expenditures were not budgeted. Additional plaques were added to benches previously sold, also increasing expenditures over what was budgeted for 2011. Packet Page 206 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 53 Prepared By:ACOP Gerry Gannon Department:Police Description on Budget Amendment Summary Appropriation for Computers Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 511 Equipment Rental Computer Purchase 511.100.657.594.480.640.00 78,166 Total Expenditure Increase (Decrease)78,166$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 511 Equipment Rental 511.100.657.508.000.000.00 (78,166) Total Ending Fund Balance Increase (Decrease)(78,166) The amendment is asking for an appropriation to replace 17 mobile computers and associated equipment in the amount of $78,166. The computers are used in the daily operations of the Patrol Division. During the 2011 budget process the department had requested approval from the Council to purchase a total of 17 mobile computers to replace our current 5 year old computers. Therefore, the police department is requesting the Council to approve the appropriation for the purchase the computers from the B Fund. During the budget process Council had approved the purchase of the new computers. The new computers are necessary for a new CAD and RMS system. The new CAD and RMS system will require operating system and our current computers are not capable of running the new operating system and CAD and RMS software. Due to an administrative error in budget process the appropriation for the computer replacement was removed from the 2011 budget. Packet Page 207 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 54 Prepared By:Deb Sharp Department:Finance Description on Budget Amendment Summary Decrease Construction Project Costs Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 132 Parks Construction Capital Outlay 132.000.640.594.760.650.00 (28,000) Total Expenditure Increase (Decrease)(28,000)$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 132 Parks Construction 132.000.640.508.000.000.00 28,000 Total Ending Fund Balance Increase (Decrease)28,000 An amendment is needed to reduce construction costs due to the change in beginning fund balance. The amendment changing the beginning budget number to the 2010 actual balance causes the fund to have a negative ending fund balance with the current expenditures. Packet Page 208 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 55 Prepared By:Rob English Department:Public Works Description on Budget Amendment Summary Transportation Grants Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount Total Expenditure Increase (Decrease)-$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 112 Street Const Fund State Grants 112.200.000.333.000.000.00 (24,336) 112 Street Const Fund Fed ARRA Grant 112.200.000.333.000.000.00 (20,270) 112 Street Const Fund TIB Grant 112.200.000.333.000.000.00 (12,267) Total Revenue (Increase) Decrease (56,873) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 112 Street Const Fund 112.200.630.508.000.000.00 56,873 Total Ending Fund Balance Increase (Decrease)56,873 This amendment will adjust the 2011 Budget for anticipated grant revenue in the 112 Street Construction Fund. The grant revenue is related to recently completed and on-going transportation projects. Packet Page 209 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 56 Prepared By:Rob English Department:Public Works Description on Budget Amendment Summary Five Corners Roundabout Project Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 112 Street Const Fund Professional Services 112.200.630.595.330.410.00 140,000 112 Street Const Fund Interfund Services 112.200.630.595.330.910.00 10,000 Total Expenditure Increase (Decrease)150,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 112 Street Const Fund Federal Grant 112.200.000.333.000.000.00 (129,750) Total Revenue (Increase) Decrease (129,750) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 112 Street Const Fund 112.200.630.508.000.000.00 (20,250) Total Ending Fund Balance Increase (Decrease)(20,250) The City was successful in securing a $463,000 federal transportation grant to design and acquire right of way for the Five Corners Roundabout. The grant was approved after the 2010 Budget was developed and requires a 13.5% local match. The local match will be funded by the 112 Street Construction Fund. This amendment will provide $150,000 in 2011 to hire a consultant and start preliminary design work. Packet Page 210 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 57 Prepared By:Rob English Department:Public Works Description on Budget Amendment Summary SR524 Walkway Project Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 112 Street Const Fund Construction Project 112.200.630.595.330.650.00 125,000 112 Street Const Fund Interfund Services 112.200.630.595.330.910.00 10,000 Total Expenditure Increase (Decrease)135,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 112 Street Const Fund State Grant 112.200.000.333.000.000.00 (35,833) Total Revenue (Increase) Decrease (35,833) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount 112 Street Const Fund 112.200.630.508.000.000.00 (99,167) Total Ending Fund Balance Increase (Decrease)(99,167) In March 2011, the City approved a $95,000 settlement agreement with TEBriggs to resolve construction claims on the SR524 Walkway project. The contract retainage and staff costs have been paid in 2011 to close out the project. The project close-out costs were expected to be paid from the 2010 Budget, but were delayed because of the claim resolution process. The City has submitted a request to the Washington Transportation Improvement Board (TIB) to increase the State's grant funding by $35,833. The increase in grant funding would bring the total grant contribution by TIB and WSDOT to $624,154 for the completed walkway improvements. Packet Page 211 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 58 Prepared By:Rob English Department:Public Works Description on Budget Amendment Summary Alderwood Intertie and Reservoir Project Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 412 Utility Const Fund Construction Projects 412.100.630.594.320.650.00 164,000 Total Expenditure Increase (Decrease)164,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 412 Utility Const Fund Proceeds of Long-Term Debt 412.100.000.382.000.000.00 (164,000) Total Revenue (Increase) Decrease - Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount Total Ending Fund Balance Increase (Decrease)- On March 15, 2011, the City Council approved an appropriation of $164,000 to the 412-100 Water Utility Fund for the Alderwood Intertie and Reservoir Improvement Project. The $164,000 was estimated to be expended as part of the 2010 budget, but was not used since construction was delayed until this year. The additional $164,000 will be appropriated from the fund balance in the 411 Utility Operations Fund. Packet Page 212 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 59 Prepared By:Rob English Department:Public Works Description on Budget Amendment Summary 2011 Watermain Replacement Project Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 412 Utility Const Fund Construction Projects 412.100.630.594.320.650.00 300,000 412 Utility Const Fund Construction Projects 412.100.630.594.320.650.00 100,000 Total Expenditure Increase (Decrease)400,000$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 412 Utility Const Fund Intergovernmental Rev 412.100.000.338.220.000.00 (100,000) 412 Utility Const Fund Proceeds of Long-Term Debt 412.100.000.382.000.000.00 (300,000) Total Revenue (Increase) Decrease (400,000) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount Total Ending Fund Balance Increase (Decrease)- The 2011 Budget for watermain replacement projects is $3,606,000. The 2010 watermain replacement project (currently under constrution) is expected to spend $1,785,000 from the watermain replacement budget. The preliminary cost estimate for the 2011 watermain replacement project is $2,109,000, excluding fire hydrant improvement costs. The remaining budget available for the 2011 watermain project is $1,821,000, leaving a funding shortfall of $288,000. Staff's recommendation is to appropriate an additional $300,000 to the 412-100 Water Utility Fund in 2011 to complete the project. The $100,000 in fire hydrant improvements that are included in this project will be paid from the General Fund. The General Fund contribution is funded by the 8.7% water utility tax. The 2011 budget specified a transfer of $256,650 from the General Fund to the 411 Utility Operations Fund for fire hydrant improvements. This amendement will transfer $100,000 of the fire hydrant improvement funds from the General Fund to the 412 Utility Construction Improvement Fund for this project. Packet Page 213 of 253 EXHIBIT “C”: Budget Amendment Detail (July 2011) 60 Prepared By:Rob English Department:Public Works Description on Budget Amendment Summary 2010 Watermain Replacement Project Budget Amendment Detailed Description Expenditure Increase (Decrease) Fund # Fund Title Object BARS Number Amount 412 Utility Const Fund 412.100.630.594.320.650.00 273,922 412 Utility Const Fund 412.100.630.594.320.650.00 104,570 Total Expenditure Increase (Decrease)378,492$ Revenue (Increase) Decrease Fund Fund Title Revenue Source BARS Number Amount 412 Utility Const Fund Intergovernmental Rev 412.100.000.338.220.000.00 (104,570) 412 Utility Const Fund Proceeds of Long-Term Debt 412.100.000.382.000.000.00 (273,922) Total Revenue (Increase) Decrease (378,492) Ending Fund Balance Increase (Decrease) Fund Fund Title Ending Fund Balance BARS Number Amount Total Ending Fund Balance Increase (Decrease)- On March 15, 2011, the City Council approved an appropriation of $273,922 to the 412-100 Water Utility Fund for the 2010 Watermain Replacement Project. The $273,922 was estimated to be expended as part of the 2010 budget, but was not used since construction was delayed until this year. The additional $273,922 will be appropriated from the fund balance in the 411 Utility Operations Fund. On March 15, 2011, the City Council awarded the 2010 watermain replacement project to Kar-Vel Construction Company. The project costs are paid from the 412 Utility Construction Improvement Fund and a portion of the funding to construct the project included $104,570 from the General Fund for new fire hyrdants. This money is funded by the 8.7% water utility tax that is collected by the General Fund for fire hydrant improvements. The 2011 budget specified a transfer of $256,650 from the General Fund to the 411 Utility Operations Fund. This amendement will transfer $104,570 of the fire hydrant improvement funds from the General Fund to the 412 Utility Construction Improvement Fund. Packet Page 214 of 253 AM-4070   Item #: 2. E. City Council Committee Meetings Date: 07/12/2011 Time:10 Minutes   Submitted For:Jim Tarte Submitted By:Jim Tarte Department:Finance Committee:Finance Type:Information Information Subject Title General Fund Update - June 2011 Recommendation from Mayor and Staff Informational purposes Previous Council Action N/A Narrative See attached Attachments General Fund Update - June 2011 Form Review Inbox Reviewed By Date City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:35 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Jim Tarte Started On: 07/07/2011 05:18 PM Final Approval Date: 07/08/2011  Packet Page 215 of 253 2011 Annual Budget YTD Actuals Variance % Rec/Exp BEGINNING WORKING CAPITAL 2,815,313 2,759,501 55,812 REVENUES: REAL PERSONAL / PROPERTY TAX 9,506,114 4,811,710 4,694,404 51% EMS PROPERTY TAX 3,233,038 1,783,426 1,449,612 55% VOTED PROPERTY TAX 877,984 437,471 440,513 50% LOCAL RETAIL SALES/USE TAX 4,524,195 2,268,145 2,256,050 50% NATURAL GAS USE TAX 16,667 6,492 10,175 39% 1/10 SALES TAX LOCAL CRIM JUST 530,130 254,900 275,230 48% GAS UTILITY TAX 890,000 598,946 291,054 67% T.V. CABLE UTILITY TAX 698,865 176,663 522,202 25% TELEPHONE UTILITY TAX 1,563,454 842,022 721,432 54% ELECTRIC UTILITY TAX 1,532,043 875,135 656,908 57% SOLID WASTE UTILITY TAX 285,918 157,510 128,408 55% WATER UTILITY TAX 764,082 358,833 405,250 47% SEWER UTILITY TAX 470,000 232,124 237,876 49% STORMWATER UTILITY TAX 237,600 121,915 115,685 51% LEASEHOLD EXCISE TAX 250,938 109,584 141,354 44% PULLTABS TAX 61,043 29,830 31,213 49% LICENSES AND PERMITS 1,484,829 801,319 683,510 54% INTERGOVERNMENTAL 837,256 457,869 379,387 55% CHARGES FOR GOODS AND SERVICES 3,637,480 2,057,596 1,579,884 57% FINES AND FORFEITURES 667,100 294,678 372,422 44% MISCELLANEOUS 339,073 188,254 150,819 56% NONREVENUES - - - 0% INTERFUND TRANSFERS 104,464 22,806 81,658 22% 32,512,273 16,887,229 15,625,044 52% EXPENDITURES: SALARIES / WAGES 12,813,121 6,027,876 6,785,245 47% BENEFITS 4,408,629 2,046,191 2,362,438 46% SUPPLIES 531,004 199,731 331,273 38% SERVICES 3,644,274 2,037,865 1,606,409 56% INTERGOVERNMENTAL 8,825,569 4,596,330 4,229,239 52% CAPITAL OUTLAY - - - 0% DEBT SERVICE PRINCIPAL 1,111,369 - 1,111,369 0% DEBT SERVICE INTEREST 340,759 170,393 170,366 50% INTERFUND SERVICES 646,172 250,055 396,117 39% 32,320,897 15,328,441 16,992,456 47% CHANGE IN WORKING CAPITAL (YTD)191,376 1,558,788 (1,367,412) ENDING WORKING CAPITAL 3,006,689 4,318,289 (1,311,600) Page 1 of 6 City of Edmonds General Fund Update June 2011 Packet Page 216 of 253 2010 OUTLOOK 592,988 2011 BUDGET 700,000 TOTAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Monthly Forecast %7.79%5.06%6.55%8.36%8.00%10.19%9.31%10.84%9.65%9.82%7.83%6.61% Cumulative Forecast %7.79%12.85%19.40%27.76%35.76%45.95%55.26%66.10%75.74%85.56%93.39%100.00% Monthly Forecast $54,509 35,415 45,854 58,548 55,975 71,363 65,138 75,882 67,525 68,726 54,798 46,268 Cumulative Forecast $54,509 89,923 135,777 194,325 250,300 321,663 386,801 462,683 530,208 598,934 653,732 700,000 Actual Collected $64,450 26,992 30,969 61,193 51,964 36,921 55,180 64,282 57,202 58,219 46,421 39,195 Cumulative Collection $64,450 91,442 122,411 183,604 235,568 272,489 327,669 391,950 449,153 507,372 553,793 592,988 YEAR END FORECAST 827,667 711,822 631,090 661,380 658,799 592,988 592,988 592,988 592,988 592,988 592,988 592,988 Projected YE Variance 127,667 11,822 (68,910) (38,620) (41,201) (107,012) (107,012) (107,012) (107,012) (107,012) (107,012) (107,012) Budget Variance %18.24%1.69%-9.84%-5.52%-5.89%-15.29%-15.29%-15.29%-15.29%-15.29%-15.29%-15.29% City of Edmonds 2011 Monthly Revenue Forecasting Model REAL ESTATE EXCISE TAX - 200,000 400,000 600,000 800,000 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 2011 CUMULATIVE COLLECTIONS Actuals/Trend Budget C:\Documents and Settings\tarte\My Documents\Book1 11 CHARTS Page 2 of 6 7/7/2011 5:05 PMPacket Page 217 of 253 2011 OUTLOOK 4,614,029 2011 BUDGET 4,524,195 TOTAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Monthly Forecast %7.98%10.14%7.08%7.51%8.67%7.78%7.81%9.33%8.31%8.38%9.33%7.69% Cumulative Forecast %7.98%18.12%25.20%32.71%41.38%49.16%56.96%66.30%74.61%82.98%92.31%100.00% Monthly Forecast $361,138 458,856 320,307 339,615 392,188 351,881 353,139 422,201 376,021 378,930 421,884 348,035 Cumulative Forecast $361,138 819,994 1,140,302 1,479,916 1,872,104 2,223,985 2,577,124 2,999,325 3,375,345 3,754,276 4,176,160 4,524,195 Actual Collected $358,415 449,791 344,713 325,279 424,567 365,381 360,151 430,584 383,487 386,454 430,261 354,946 Cumulative Collection $358,415 808,205 1,152,918 1,478,197 1,902,764 2,268,145 2,628,296 3,058,880 3,442,367 3,828,822 4,259,083 4,614,029 YEAR END FORECAST 4,490,075 4,459,150 4,574,251 4,518,939 4,598,289 4,614,029 4,614,029 4,614,029 4,614,029 4,614,029 4,614,029 4,614,029 Projected YE Variance (34,120) (65,045) 50,056 (5,256) 74,094 89,834 89,834 89,834 89,834 89,834 89,834 89,834 Budget Variance %-0.75%-1.44%1.11%-0.12%1.64%1.99%1.99%1.99%1.99%1.99%1.99%1.99% City of Edmonds 2011 Monthly Revenue Forecasting Model SALES AND USE TAX - 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 4,500,000 5,000,000 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 2011 CUMULATIVE COLLECTIONS Actuals/Trend Budget C:\Documents and Settings\tarte\My Documents\Book1 11 CHARTS Page 3 of 6 7/7/2011 5:05 PMPacket Page 218 of 253 2011 OUTLOOK 863,379 2011 BUDGET 890,000 TOTAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Monthly Forecast %13.97%14.79%13.39%10.91%9.32%7.00%5.14%3.62%3.36%3.67%6.27%8.56% Cumulative Forecast %13.97%28.76%42.15%53.06%62.38%69.37%74.51%78.13%81.50%85.16%91.44%100.00% Monthly Forecast $124,297 131,645 119,196 97,069 82,945 62,262 45,728 32,251 29,930 32,637 55,825 76,215 Cumulative Forecast $124,297 255,942 375,138 472,207 555,152 617,413 663,141 695,392 725,322 757,960 813,785 890,000 Actual Collected $118,216 119,279 111,076 103,988 83,728 62,659 44,360 31,286 29,035 31,661 54,156 73,935 Cumulative Collection $118,216 237,495 348,571 452,559 536,287 598,946 643,306 674,592 703,627 735,289 789,444 863,379 YEAR END FORECAST 846,460 825,854 826,971 852,968 859,757 863,379 863,379 863,379 863,379 863,379 863,379 863,379 Projected YE Variance (43,540) (64,146) (63,029) (37,032) (30,243) (26,621) (26,621) (26,621) (26,621) (26,621) (26,621) (26,621) Budget Variance %-4.89%-7.21%-7.08%-4.16%-3.40%-2.99%-2.99%-2.99%-2.99%-2.99%-2.99%-2.99% City of Edmonds 2011 Monthly Revenue Forecasting Model GAS UTILITY TAX - 200,000 400,000 600,000 800,000 1,000,000 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 2011 CUMULATIVE COLLECTIONS Actuals/Trend Budget C:\Documents and Settings\tarte\My Documents\Book1 11 CHARTS Page 4 of 6 7/7/2011 5:05 PMPacket Page 219 of 253 2011 OUTLOOK 1,825,574 2011 BUDGET 1,563,454 TOTAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Monthly Forecast %5.64%9.53%9.56%6.30%8.58%6.51%9.54%8.94%6.22%11.08%5.56%12.54% Cumulative Forecast %5.64%15.16%24.73%31.03%39.61%46.12%55.67%64.61%70.82%81.90%87.46%100.00% Monthly Forecast $88,105 148,971 149,501 98,560 134,154 101,832 149,200 139,777 97,178 173,153 86,900 196,123 Cumulative Forecast $88,105 237,076 386,576 485,136 619,291 721,123 870,323 1,010,100 1,107,278 1,280,431 1,367,331 1,563,454 Actual Collected $119,046 76,840 192,889 113,698 169,290 170,259 174,215 163,211 113,470 202,183 101,469 229,004 Cumulative Collection $119,046 195,886 388,775 502,473 671,763 842,022 1,016,237 1,179,447 1,292,918 1,495,101 1,596,570 1,825,574 YEAR END FORECAST 2,112,514 1,291,816 1,572,347 1,619,325 1,695,925 1,825,574 1,825,574 1,825,574 1,825,574 1,825,574 1,825,574 1,825,574 Projected YE Variance 549,060 (271,638) 8,893 55,871 132,471 262,120 262,120 262,120 262,120 262,120 262,120 262,120 Budget Variance %35.12%-17.37%0.57%3.57%8.47%16.77%16.77%16.77%16.77%16.77%16.77%16.77% City of Edmonds 2011 Monthly Revenue Forecasting Model TELEPHONE UTILITY TAX - 250,000 500,000 750,000 1,000,000 1,250,000 1,500,000 1,750,000 2,000,000 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 2011 CUMULATIVE COLLECTIONS Actuals/Trend Budget C:\Documents and Settings\tarte\My Documents\Book1 11 CHARTS Page 5 of 6 7/7/2011 5:05 PMPacket Page 220 of 253 2011 OUTLOOK 1,462,656 2011 BUDGET 1,532,043 TOTAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Monthly Forecast %10.07%11.81%10.51%10.53%9.28%7.62%7.22%6.33%6.62%5.79%7.34%6.87% Cumulative Forecast %10.07%21.88%32.39%42.93%52.21%59.83%67.05%73.38%80.00%85.79%93.13%100.00% Monthly Forecast $154,344 180,865 161,039 161,397 142,207 116,798 110,597 96,931 101,381 88,779 112,474 105,231 Cumulative Forecast $154,344 335,209 496,248 657,645 799,852 916,651 1,027,247 1,124,178 1,225,559 1,314,338 1,426,812 1,532,043 Actual Collected $163,770 142,743 151,197 162,822 140,887 113,715 105,588 92,541 96,789 84,758 107,380 100,465 Cumulative Collection $163,770 306,514 457,711 620,533 761,420 875,135 980,723 1,073,264 1,170,053 1,254,811 1,362,191 1,462,656 YEAR END FORECAST 1,625,612 1,400,895 1,413,069 1,445,587 1,458,430 1,462,656 1,462,656 1,462,656 1,462,656 1,462,656 1,462,656 1,462,656 Projected YE Variance 93,569 (131,148) (118,974) (86,456) (73,613) (69,387) (69,387) (69,387) (69,387) (69,387) (69,387) (69,387) Budget Variance %6.11%-8.56%-7.77%-5.64%-4.80%-4.53%-4.53%-4.53%-4.53%-4.53%-4.53%-4.53% City of Edmonds 2011 Monthly Revenue Forecasting Model ELECTRIC UTILITY TAX - 250,000 500,000 750,000 1,000,000 1,250,000 1,500,000 1,750,000 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 2011 CUMULATIVE COLLECTIONS Actuals/Trend Budget C:\Documents and Settings\tarte\My Documents\Book1 11 CHARTS Page 6 of 6 7/7/2011 5:05 PMPacket Page 221 of 253 AM-4072   Item #: 2. F. City Council Committee Meetings Date: 07/12/2011 Time:30 Minutes   Submitted For:Jim Tarte Submitted By:Jim Tarte Department:Finance Committee:Finance Type:Information Information Subject Title 2nd Quarter Report 2011 Recommendation from Mayor and Staff Informational purposes Previous Council Action N/A Narrative 2nd Quarter Report 2011 Attachments 2nd Quarter Report 2011 Form Review Inbox Reviewed By Date City Clerk Sandy Chase 07/08/2011 08:27 AM Mayor Mike Cooper 07/08/2011 08:37 AM Final Approval Sandy Chase 07/08/2011 08:41 AM Form Started By: Jim Tarte Started On: 07/07/2011 06:35 PM Final Approval Date: 07/08/2011  Packet Page 222 of 253 i CITY OF EDMONDS JUNE 30, 2011 BUDGET REPORT TABLE OF CONTENTS Overview General Fund Update………………………………………………………………………i Revenues by Fund-Summary…………..……………….………………………………………..1 Expenditures by Fund-Summary………………………………………………………...………2 Revenues- General Fund Detail…………………………………………………..………….…..3 Expenditure by Fund - Detail All Funds…………………………………………………………………………………..6 Expenditure by Department-Summary General Fund……………………………………………………………………………..12 Combined Utility……………………………………………...……………..…………..12 Expenditure by Department-Detail General Fund……………………………………………………………………………..13 Combined Utility……………………………………………………………………...…18 Packet Page 223 of 253 i CITY OF EDMONDS 2011 SECOND QUARTER BUDGET REPORT Overview The attached report provides information regarding general fund revenues and expenditures, as well as revenue and/or expenditures from other selected funds. Revenues As of June 30, 2011, the city’s General Fund (GF) revenue position is approximately 52% of budget and the GF expenditures position is approximately 47% of budget. Packet Page 224 of 253 Title Budget 06/30/2011 Revenues Over/Under % Received GENERAL FUND 32,512,273 16,887,228 (15,625,045) 52% LEOFF-MEDICAL INS. RESERVE 376,566 188,557 (188,009) 50% PUBLIC SAFETY EMERGENCY RESERVE 1,000 1,081 81 108% DRUG ENFORCEMENT FUND 30,000 56,303 26,303 188% STREET FUND 1,363,000 653,713 (709,287) 48% COMBINED STREET CONST/IMPROVE 1,394,407 207,757 (1,186,650) 15% MULTIMODAL TRANSPORTATION FD.1,000,000 999 (999,001) 0% BUILDING MAINTENANCE 106,600 64,342 (42,258) 60% MUNICIPAL ARTS ACQUIS. FUND 58,900 14,577 (44,323) 25% MEMORIAL STREET TREE - 14 14 0% HOTEL/MOTEL TAX REVENUE FUND 75,000 27,287 (47,713) 36% EMPLOYEE PARKING PERMIT FUND 20,000 10,323 (9,677) 52% YOUTH SCHOLARSHIP FUND 3,000 34 (2,966) 1% TOURISM PROMOTIONAL FUND/ARTS 18,850 7,185 (11,665) 38% REAL ESTATE EXCISE TAX 2 700,000 272,852 (427,148) 39% REAL ESTATE EXCISE TAX 1 700,000 272,864 (427,136) 39% GIFTS CATALOG FUND 4,640 4,181 (459) 90% SPECIAL PROJECTS FUND 224,260 560 (223,700) 0% CEMETERY MAINTENANCE/IMPROVEMT 119,700 82,656 (37,044) 69% FIRE DONATIONS - 160 160 0% PARKS CONSTRUCTION FUND 1,687,500 84,804 (1,602,696) 5% PARKS TRUST FUND 37,000 36,590 (410) 99% CEMETERY MAINTENANCE TRUST FD 13,300 9,813 (3,487) 74% SISTER CITY COMMISSION 5,400 611 (4,789) 11% L.I.D. FUND CONTROL - 23,730 23,730 0% L.I.D. GUARANTY FUND - 111 111 0% LIMITED TAX G.O. BOND FUND,465,973 140,487 (325,486) 30% COMBINED UTILITY OPERATION 15,002,937 7,230,061 (7,772,876) 48% COMBINED UTILITY CONST/IMPROVE 6,825,000 820,417 (6,004,583) 12% CAPITAL IMPROVEMENTS RESERVE 947,035 141,100 (805,935) 15% EQUIPMENT RENTAL FUND 875,476 454,181 (421,295) 52% FIREMEN'S PENSION FUND 92,928 24,210 (68,718) 26% TRANSPORTATION BENEFIT DISTRICT 600,000 303,275 (296,725) 51% 65,260,745 28,022,063 (37,238,682) 43% CITY OF EDMONDS REVENUES BY FUND - SUMMARY Page 1 of 20Packet Page 225 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used GENERAL FUND 32,320,897 15,328,442 (16,992,456) 47% LEOFF-MEDICAL INS. RESERVE 481,500 240,519 (240,981) 50% DRUG ENFORCEMENT FUND 80,233 18,614 (61,619) 23% STREET FUND 1,426,942 709,089 (717,853) 50% COMBINED STREET CONST/IMPROVE 1,369,795 265,097 (1,104,698) 19% MULTIMODAL TRANSPORTATION FD.1,025,000 - (1,025,000) 0% BUILDING MAINTENANCE 95,000 128,473 33,473 135% MUNICIPAL ARTS ACQUIS. FUND 109,050 11,846 (97,204) 11% HOTEL/MOTEL TAX REVENUE FUND 105,750 63,320 (42,430) 60% EMPLOYEE PARKING PERMIT FUND 26,086 12,543 (13,543) 48% YOUTH SCHOLARSHIP FUND 4,000 2,368 (1,632) 59% TOURISM PROMOTIONAL FUND/ARTS 21,000 6,588 (14,412) 31% REAL ESTATE EXCISE TAX 2 623,000 243,969 (379,031) 39% REAL EST EXCISE TAX 1, PARKS ACQ FUND 699,582 92,277 (607,305) 13% GIFTS CATALOG FUND 6,300 2,942 (3,358) 47% SPECIAL PROJECTS FUND 224,962 260 (224,702) 0% CEMETERY MAINTENANCE/IMPROVEMT 148,179 72,835 (75,344) 49% PARKS CONSTRUCTION FUND 1,735,500 24,398 (1,711,102) 1% SISTER CITY COMMISSION 4,900 2,746 (2,155) 56% LIMITED TAX G.O. BOND FUND,465,973 140,486 (325,487) 30% COMBINED UTILITY OPERATION 15,139,354 7,284,255 (7,855,099) 48% COMBINED UTILITY CONST/IMPROVE 10,300,000 1,019,807 (9,280,193) 10% CAPITAL IMPROVEMENTS RESERVE 836,035 114,414 (721,621) 14% EQUIPMENT RENTAL FUND 1,184,702 709,184 (475,518) 60% FIREMEN'S PENSION FUND 132,250 55,281 (76,970) 42% TRANSPORTATION BENEFIT DISTRICT 600,000 303,275 (296,725) 51% 69,165,990 26,853,027 (42,312,963) 39% EXPENDITURES BY FUND - SUMMARY CITY OF EDMONDS Page 2 of 20Packet Page 226 of 253 Title Budget 06/30/2011 Revenues Over/Under % Received TAXES: REAL PERSONAL / PROPERTY TAX 9,506,114 4,811,710 (4,694,404) 51% EMS PROPERTY TAX 3,233,038 1,783,426 (1,449,612) 55% VOTED PROPERTY TAX 877,984 437,471 (440,513) 50% LOCAL RETAIL SALES/USE TAX 4,524,195 2,268,145 (2,256,050) 50% NATURAL GAS USE TAX 16,667 6,492 (10,175) 39% 1/10 SALES TAX LOCAL CRIM JUST 530,130 254,900 (275,230) 48% GAS UTILITY TAX 890,000 598,946 (291,054) 67% T.V. CABLE UTILITY TAX 698,865 176,663 (522,202) 25% TELEPHONE UTILITY TAX 1,563,454 842,022 (721,432) 54% ELECTRIC UTILITY TAX 1,532,043 875,135 (656,908) 57% SOLID WASTE UTILITY TAX 285,918 157,510 (128,408) 55% WATER UTILITY TAX 764,082 358,833 (405,250) 47% SEWER UTILITY TAX 470,000 232,124 (237,876) 49% STORMWATER UTILITY TAX 237,600 121,915 (115,685) 51% LEASEHOLD EXCISE TAX 250,938 109,584 (141,354) 44% PULLTABS TAX 61,043 29,830 (31,213) 49% 25,442,071 13,064,707 (12,377,364) 51% LICENSES AND PERMITS: FIRE PERMITS-SPECIAL USE 760 5,503 4,743 724% PROF AND OCC LICENSE-TAXI 1,500 480 (1,020) 32% AMUSEMENTS 6,000 2,825 (3,175) 47% BUS. LICENCE PERMIT PENALTY 5,000 4,425 (575) 89% GENERAL BUSINESS LICENSE 117,900 93,783 (24,118) 80% FRANCHISE AGREEMENT-COMCAST 626,069 322,828 (303,241) 52% FRANCHISE AGREEMENT-VERIZON/FRONTIER 26,468 26,468 0% FRANCHISE AGREEMENT-BLACKROCK - 3,416 3,416 0% OLYMPIC VIEW WATER DISTRICT FRANCHISE 187,067 98,790 (88,277) 53% DEV SERV PERMIT SURCHARGE 20,000 9,495 (10,505) 47% NON-RESIDENT BUS LICENSE 47,100 19,250 (27,850) 41% RIGHT OF WAY FRANCHISE FEE 6,531 4,115 (2,416) 63% BUILDING STRUCTURE PERMITS 393,016 179,357 (213,659) 46% ANIMAL LICENSES 13,192 5,443 (7,749) 41% STREET AND CURB PERMIT 54,000 21,590 (32,410) 40% OTR NON-BUS LIC/PERMITS 6,694 3,552 (3,142) 53% 1,484,829 801,319 (683,510) 54% INTERGOVERNMENTAL: DOJ 15-0404-0-1-754 - Bullet Proof Vest 4,410 818 (3,592) 19% EECBG Grant 15,274 15,274 TARGET ZERO TEAMS GRANT - 6,035 6,035 0% HIGH VISIBILITY ENFORCEMENT - 3,347 3,347 0% WSDOT SHELL VALLEY LA 7223 25,000 25,000 0% SMART COMMUTER PROJECT GRANT - 600 600 0% PUD PRIVILEDGE TAX 180,833 - (180,833) 0% JUDICIAL SALARY CONTRIBUTION-STATE 10,000 5,983 (4,017) 60% MVET/SPECIAL DISTRIBUTION 9,100 4,478 (4,622) 49% CRIMINAL JUSTICE - SPECIAL PROGRAMS 31,952 16,913 (15,039) 53% DUI - CITIES 7,374 4,591 (2,783) 62% LIQUOR EXCISE TAX 206,459 100,333 (106,126) 49% LIQUOR BOARD PROFITS 301,085 155,417 (145,668) 52% SHARED COURT COSTS 1,000 3,300 2,300 330% MUNICIPAL COURT AGREEMENT W/LYNNWOOD - 750 750 0% REVENUES - GENERAL FUND CITY OF EDMONDS Page 3 of 20Packet Page 227 of 253 Title Budget 06/30/2011 Revenues Over/Under % Received REVENUES - GENERAL FUND CITY OF EDMONDS FIRE DISTRICT #1 STATION BILLINGS 68,333 68,333 0% POLICE FBI CONTRACTS (616) (616) 0% DV COORDINATOR SERVICES 9,710 5,073 (4,637) 52% CAMPUS SAFETY-EDM. SCH. DIST.11,500 459 (11,041) 4% WOODWAY - LAW PROTECTION 10,000 5,051 (4,949) 51% SNO-ISLE 53,833 36,730 (17,103) 68% 837,256 457,869 (379,387) 55% CHARGES FOR GOODS AND SERVICES: RECORD/LEGAL INSTRUMTS - 683 683 0% COURT RECORD SERVICES 100 - (100) 0% D/M COURT REC SER 475 475 0% SALE MAPS & BOOKS - 78 78 0% MUNIC.-DIST. COURT CURR EXPEN 300 91 (209) 30% PHOTOCOPIES - 2,333 2,333 0% POLICE DISCLOSURE REQUESTS 5,200 2,085 (3,115) 40% ASSESSMENT SEARCH - 5 5 0% PASSPORTS AND NATURALIZATION FEES 25,000 4,950 (20,050) 20% POLICE SERVICES SPECIAL EVENTS 25,000 1,651 (23,349) 7% DUI EMERGENCY FIRE SERVICES - 461 461 0% ADULT PROBATION SERVICE CHARGE 95,000 32,630 (62,370) 34% ELECTRONIC MONITORING 3,500 - (3,500) 0% ELECTRONIC MONITOR DUI 900 350 (550) 39% BOOKING FEES 7,500 3,116 (4,384) 42% FIRE CONSTRUCTION INSPECTION FEES - 2,885 2,885 0% EMERGENCY SERVICE FEES - 11,529 11,529 0% DUI EMERGENCY AID - 94 94 0% EMS TRANSPORT USER FEE 750,000 396,865 (353,135) 53% POLICE - FINGERPRINTING 75 75 0% CRIM CNV FEE DUI 1,000 383 (617) 38% CRIM CONV FEE CT 11,000 2,849 (8,151) 26% CRIM CONV FEE CN 3,600 1,026 (2,574) 29% POLICE TRAINING CLASSES 250 - (250) 0% ENGINEERING FEES AND CHARGES 84,000 48,121 (35,879) 57% ANIMAL CONTROL SHELTER 7,800 3,026 (4,774) 39% ANNUAL VEHICLE FEE (TBD)- (40) (40) 0% ZONING/SUBDIVISION FEE 62,000 24,055 (37,945) 39% FIRE PLAN CHECK FEES 3,235 1,575 (1,660) 49% PLAN CHECKING FEES 200,000 104,173 (95,827) 52% PLANNING 1% INSPECTION FEE 2,500 2,415 (85) 97% S.E.P.A. REVIEW 5,000 3,395 (1,605) 68% CRITICAL AREA STUDY 20,000 8,525 (11,475) 43% SWIM POOL ENTRANCE FEES 60,160 18,446 (41,714) 31% LOCKER FEES 500 - (500) 0% SWIM CLASS FEES 67,500 5,243 (62,257) 8% PROGRAM FEES 800,000 533,118 (266,882) 67% TAXABLE RECREATION ACTIVITIES 7,500 2,046 (5,454) 27% SWIM TEAM / DIVE TEAM 30,224 30,224 0% BIRD FEST REGISTRATION FEES 20 20 0% INTERFUND REIMBURSEMENT-CONTRACT SVCS 1,388,935 805,888 (583,047) 58% MISCELLANEOUS POLICE SERVICES - 2,750 2,750 0% 3,637,480 2,057,596 (1,579,884) 57% FINES AND FORFEITURES: PROOF OF VEHICLE INS PENALTY 9,000 5,217 (3,783) 58% Page 4 of 20Packet Page 228 of 253 Title Budget 06/30/2011 Revenues Over/Under % Received REVENUES - GENERAL FUND CITY OF EDMONDS TRAFFIC INFRACTION PENALTIES 70,000 21,914 (48,086) 31% BC TRAFFIC INFRACTION 300,000 135,166 (164,834) 45% CRT COST FEE CODE LEG ASSESSMENT (LGA)- 5,123 5,123 0% OTHER INFRACTIONS '04 700 618 (82) 88% PARKING INFRACTION PENALTIES 36,000 14,593 (21,407) 41% PR - HANDICAPPED 6,000 591 (5,409) 10% PARKING INFRACTION LOC 600 240 (360) 40% PARK / INDDISZONE 278 278 0% DWI PENALTIES 9,000 5,019 (3,981) 56% OTHER CRIMINAL TRAF MISDEM PEN 300 - (300) 0% CRIMINAL TRAFFIC MISDEMEANOR 8/03 60,000 20,860 (39,140) 35% OTHER NON-TRAF MISDEMEANOR PEN 1,600 295 (1,305) 18% OTHER NON TRAFFIC MISD. 8/03 16,000 5,465 (10,535) 34% COURT DV PENALTY ASSESSMENT 1,500 476 (1,025) 32% CRIMINAL COSTS-RECOUPMENTS 110,000 58,902 (51,098) 54% JURY DEMAND COST 100 - (100) 0% PUBLIC DEFENSE RECOUPMENT 40,000 19,268 (20,732) 48% COURT INTERPRETER COST 300 175 (125) 58% MISC FINES AND PENALTIES 6,000 480 (5,520) 8% 667,100 294,678 (372,422) 44% MISCELLANEOUS: INVESTMENT INTEREST - 2,776 2,776 0% INTEREST ON COUNTY TAXES - 1,021 1,021 0% INTEREST - COURT COLLECTIONS 3,000 1,796 (1,204) 60% PARKING - 4,965 4,965 0% SPACE/FACILITIES RENTALS 140,000 58,090 (81,910) 41% GYM AND WEIGHTROOM FEES 7,600 4,647 (2,953) 61% BRACKET ROOM RENTAL 400 400 0% LEASES LONG-TERM 166,183 86,619 (79,564) 52% VENDING MACHINE CONCESSION 2,000 1,304 (696) 65% OTHER RENTS & USE CHARGES 10,190 4,545 (5,645) 45% PARKS DONATIONS 3,900 2,909 (991) 75% BIRD FEST CONTRIBUTIONS - 438 438 0% SALE OF JUNK/SALVAGE - 100 100 0% SALES OF UNCLAIM PROPERTY 5,000 845 (4,155) 17% OTHER JUDGEMENT/SETTLEMENT - 14,132 14,132 0% POLICE JUDGMENTS/RESTITUTION 500 30 (470) 6% CASHIER'S OVERAGES/SHORTAGES - (101) (101) 0% OTHER MISC REVENUES - 2,196 2,196 0% SMALL OVERPAYMENT - 20 20 0% NSF FEES - MUNICIPAL COURT 700 307 (393) 44% PLANNING SIGN REVENUE - 1,215 1,215 0% 339,073 188,253 (150,820) 56% TRANSFERS-IN: INSURANCE RECOVERIES - 10,263 10,263 0% INTERFUND TRANSFER-IN 25,000 - (25,000) 0% INTERFUND TRANSFER 25,086 12,543 (12,543) 50% INTERFUND TRANSFER 54,378 - (54,378) 0% 104,464 22,806 (81,658) 22% TOTAL GENERAL FUND REVENUE 32,512,273 16,887,228 (15,625,045) 52% Page 5 of 20Packet Page 229 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used GENERAL FUND EXPENDITURES: SALARIES 12,331,291 5,812,341 (6,518,950) 47% OVERTIME 298,485 214,707 (83,778) 72% HOLIDAY BUYBACK 183,345 829 (182,516) 0% BENEFITS 4,319,899 2,012,769 (2,307,130) 47% UNIFORMS 88,730 33,422 (55,308) 38% SUPPLIES 428,244 174,659 (253,585) 41% FUEL CONSUMED 700 - (700) 0% SMALL EQUIPMENT 102,060 25,072 (76,989) 25% PROFESSIONAL SVC 1,823,515 902,169 (921,347) 49% COMMUNICATION 211,072 88,661 (122,411) 42% TRAVEL 51,790 11,633 (40,157) 22% ADVERTISING 65,052 19,034 (46,018) 29% RENTAL/LEASE 148,890 71,309 (77,581) 48% INSURANCE 365,000 473,505 108,505 130% PUBLIC UTILITY 435,816 214,839 (220,977) 49% REPAIR/MAINT 259,923 120,701 (139,222) 46% MISCELLANEOUS 283,216 136,015 (147,201) 48% INTERGOVTL SVC 8,181,880 4,226,427 (3,955,453) 52% ECA CONTINGENCY RESERVE 100,000 83,185 (16,815) 83% EXCISE TAXES 11,000 2,123 (8,877) 19% INTERFUND TRANSFER 532,689 284,595 (248,095) 53% GENERAL OBLIGATION BOND PRINCIPAL 1,026,356 - (1,026,356) 0% CAPITAL LEASES AND INSTALLMENT PURCHASES 62,131 - (62,131) 0% OTHER DEBT 22,882 - (22,882) 0% INTEREST ON LONG-TERM EXTERNAL DEBT 339,259 165,287 (173,972) 49% DEBT ISSUE COSTS - 4,515 4,515 0% FISCAL AGENT FEES 1,500 591 (909) 39% INTERFUND SERVICES 256,650 52,789 (203,861) 21% INTERFUND FUEL - 615 615 0% INTERFUND RENTAL 389,522 196,651 (192,871) 50% INTERFUND RENTAL - - 0% 32,320,897 15,328,442 (16,992,456) 47% LEOFF-MEDICAL INS. RESERVE: BENEFITS 415,000 208,507 (206,493) 50% In-Home LTC Claims 50,000 32,012 (17,988) 64% PROFESSIONAL SERVICES 16,500 - (16,500) 0% 481,500 240,519 (240,981) 50% DRUG ENFORCEMENT FUND: SUPPLIES 200 - (200) 0% FUEL CONSUMED 2,000 1,427 (573) 71% SMALL EQUIPMENT 5,000 6,960 1,960 139% COMMUNICATIONS 2,233 548 (1,685) 25% REPAIR/MAINT 800 - (800) 0% MISCELLANEOUS 20,000 - (20,000) 0% EXPENDITURES BY FUND - DETAIL CITY OF EDMONDS Page 6 of 20Packet Page 230 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used EXPENDITURES BY FUND - DETAIL CITY OF EDMONDS INTERGOVTL SVC 50,000 9,679 (40,321) 19% 80,233 18,614 (61,619) 23% STREET FUND: SALARIES 478,982 243,458 (235,524) 51% OVERTIME 22,675 11,354 (11,321) 50% BENEFITS 186,803 99,165 (87,638) 53% UNIFORMS 7,300 4,828 (2,472) 66% SUPPLIES 199,000 106,435 (92,565) 53% SMALL EQUIPMENT 34,136 - (34,136) 0% PROFESSIONAL SERVICES 37,500 1,042 (36,458) 3% COMMUNICATIONS 3,000 1,199 (1,801) 40% TRAINING 1,000 - (1,000) 0% RENTAL/LEASE 1,500 66 (1,434) 4% INSURANCE 39,207 57,707 18,500 147% PUBLIC UTILITY 244,200 124,240 (119,960) 51% REPAIR/MAINT 23,000 2,304 (20,696) 10% MISCELLANEOUS 5,000 6,765 1,765 135% INTERGOVTL SVC 6,000 401 (5,599) 7% 1998 LTGO REF BOND PRINCIPAL 37,408 - (37,408) 0% 2007 LTGO BOND - INTEREST 7,773 3,886 (3,887) 50% FISCAL AGENT FEES 22 21 (1) 97% INTERFUND RENTAL 92,436 46,218 (46,218) 50% 1,426,942 709,089 (717,853) 50% COMBINED STREET CONST/IMPROVE: PROFESSIONAL SERVICES 475,000 28,721 (446,279) 6% INTERFUND TRANSFER OUT 41,891 41,891 - 100% CONST SURFACE CONST PROJECTS 712,000 95,000 (617,000) 13% INTERGOVERNMENTAL LOANS 72,202 72,201 (1) 100% INTEREST ON INTERGOVERNMENTAL LOANS 5,202 5,201 (1) 100% INTERFUND SERVICES 63,500 22,083 (41,417) 35% 1,369,795 265,097 (1,104,698) 19% MULTIMODAL TRANSPORTATION FD: PROFESSIONAL SVC 1,000,000 - (1,000,000) 0% INTERFUND TRANSFER 25,000 (25,000) 0% 1,025,000 - (1,025,000) 0% BUILDING MAINTENANCE: PROFESSIONAL SERVICES 20,000 14,480 (5,520) 72% REPAIRS & MAINTENANCE 74,800 113,993 39,193 152% INTERFUND TRANSFER 200 - (200) 0% 95,000 128,473 33,473 135% MUNICIPAL ARTS ACQUIS. FUND: SUPPLIES 4,200 123 (4,077) 3% SMALL EQUIPMENT 1,000 348 (652) 35% Page 7 of 20Packet Page 231 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used EXPENDITURES BY FUND - DETAIL CITY OF EDMONDS PROFESSIONAL SVS 86,500 8,520 (77,980) 10% TRAVEL 50 22 (28) 44% ADVERTISING 4,000 566 (3,434) 14% RENTAL/LEASE 1,000 - (1,000) 0% REPAIRS/MAINT.300 - (300) 0% MISCELLANEOUS 9,000 2,267 (6,733) 25% TRANSFER TO FUND 117 3,000 - (3,000) 0% 109,050 11,846 (97,204) 11% HOTEL/MOTEL TAX REVENUE FUND: PROFESSIONAL SERVICES 43,000 42,608 (392) 99% ADVERTISING 35,000 11,788 (23,212) 34% MISCELLANEOUS 5,000 125 (4,875) 3% TRANSFER TO FUND 623 22,750 8,799 (13,951) 39% 105,750 63,320 (42,430) 60% EMPLOYEE PARKING PERMIT FUND: SUPPLIES 1,000 - (1,000) 0% INTERFUND TRANSFER 25,086 12,543 (12,543) 50% 26,086 12,543 (13,543) 48% YOUTH SCHOLARSHIP FUND: MISCELLANEOUS 4,000 2,368 (1,632) 59% 4,000 2,368 (1,632) 59% TOURISM PROMOTIONAL FUND/ARTS: PROFESSIONAL SVC 10,500 2,500 (8,000) 24% ADVERTISING 4,500 4,003 (497) 89% MISCELLANEOUS 6,000 85 (5,915) 1% 21,000 6,588 (14,412) 31% REAL ESTATE EXCISE TAX 2: SUPPLIES 30,000 21,060 (8,940) 70% PROFESSIONAL SERVICES 330,000 12,310 (317,690) 4% REPAIRS & MAINTENANCE 65,000 111,046 46,046 171% INTERFUND TRANSFER 158,000 - (158,000) 0% CONSTRUCTION PROJECTS 40,000 18,230 (21,770) 46% INTERFUND SERVICES - 81,323 81,323 0% 623,000 243,969 (379,031) 39% REAL ESTATE EXCISE TAX 1, PARKS ACQ: MISCELLANEOUS - 302 302 0% TRANSFER TO FUND 234 69,480 17,240 (52,240) 25% 1998 REF BOND PRINCIPAL 481,677 - (481,677) 0% 2001 BONDS, B - INTEREST 148,425 74,212 (74,213) 50% FISCAL AGENT FEES - 524 524 0% 699,582 92,277 (607,305) 13% Page 8 of 20Packet Page 232 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used EXPENDITURES BY FUND - DETAIL CITY OF EDMONDS GIFTS CATALOG FUND: SUPPLIES 1,300 2,942 1,642 226% PROFESSIONAL SERVICES 5,000 - (5,000) 0% 6,300 2,942 (3,358) 47% SPECIAL PROJECTS FUND: PROFESSIONAL SERVICES 8,852 260 (8,592) 3% CONSTRUCTION 216,110 - (216,110) 0% 224,962 260 (224,702) 0% CEMETERY MAINTENANCE/IMPROVEMENT: SALARIES 66,930 33,134 (33,796) 50% OVERTIME 2,500 2,230 (270) 89% BENEFITS 29,449 15,316 (14,133) 52% UNIFORMS 1,000 183 (817) 18% SUPPLIES 7,000 699 (6,301) 10% RESALE ITEMS 20,000 11,230 (8,770) 56% PROFESSIONAL SERVICE 1,000 200 (800) 20% COMMUNICATIONS 1,412 682 (730) 48% TRAVEL 1,000 - (1,000) 0% ADVERTISING 3,000 1,303 (1,697) 43% PUBLIC UTILITY 3,800 1,598 (2,202) 42% REPAIR/MAINT 500 - (500) 0% MISCELLANEOUS 1,000 2,966 1,966 297% INTERFUND SERVICES 3,000 - (3,000) 0% INTERFUND RENTAL 6,588 3,294 (3,294) 50% 148,179 72,835 (75,344) 49% PARKS CONSTRUCTION FUND: PROFESSIONAL SERVICES 48,000 24,398 (23,602) 51% CONSTRUCTION PROJECTS 1,687,500 - (1,687,500) 0% 1,735,500 24,398 (1,711,102) 1% SISTER CITY COMMISSION: SUPPLIES 500 - (500) 0% STUDENT TRIP 2,400 2,638 238 110% MISCELLANEOUS 2,000 108 (1,893) 5% 4,900 2,746 (2,155) 56% LIMITED TAX G.O. BOND FUND: 2002 BOND PRINCIPAL 185,000 - (185,000) 0% 2002 BOND INTEREST 280,973 140,486 (140,487) 50% 465,973 140,486 (325,487) 30% COMBINED UTILITY OPERATION: Page 9 of 20Packet Page 233 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used EXPENDITURES BY FUND - DETAIL CITY OF EDMONDS SALARIES 2,835,153 1,369,273 (1,465,880) 48% OVERTIME 120,746 49,234 (71,512) 41% BENEFITS 1,081,342 539,567 (541,775) 50% UNIFORMS 29,900 15,267 (14,633) 51% SUPPLIES 642,790 271,338 (371,452) 42% FUEL CONSUMED 70,000 32,544 (37,456) 46% WATER PURCHASED FOR RESALE 1,496,000 473,895 (1,022,105) 32% SUPPLIES PURCHASED FOR RESALE 143,000 48,126 (94,874) 34% SMALL EQUIPMENT 25,300 3,265 (22,035) 13% PROFESSIONAL SVC 206,415 39,407 (167,008) 19% COMMUNICATIONS 71,730 30,518 (41,212) 43% TRAINING 20,050 269 (19,781) 1% ADVERTISING 2,760 1,310 (1,450) 47% RENTAL/LEASE 29,780 4,730 (25,050) 16% INSURANCE 311,436 416,576 105,140 134% PUBLIC UTILITY 943,290 624,154 (319,136) 66% REPAIR/MAINTENANCE 108,350 40,077 (68,273) 37% MISCELLANEOUS 458,930 297,050 (161,881) 65% INTERGOVTL SVC 562,600 69,249 (493,351) 12% STORMWATER TAX 1,471,682 712,872 (758,810) 48% INTERFUND TRANSFER 1,978,975 763,912 (1,215,063) 39% LAND - 138,946 138,946 0% BUILDINGS - 163,525 163,525 0% MACHINERY/EQUIPMENT 20,000 - (20,000) 0% 1998 LTGO BOND PRIN 107,002 - (107,002) 0% REVENUE BONDS 368,506 - (368,506) 0% INTERGOVERNMENTAL LOANS 160,398 180,397 19,999 112% INTEREST ON LONG-TERM DEB 180,559 96,068 (84,491) 53% DEBT ISSUE COSTS - 16,551 16,551 0% FISCAL AGENT FEES - 253 253 0% INTERFUND SERVICES 1,326,682 704,141 (622,541) 53% INTERFUND RENTAL 363,478 181,740 (181,738) 50% INTERFUND REPAIRS/MAINT 2,500 - (2,500) 0% 15,139,354 7,284,255 (7,855,099) 48% COMBINED UTILITY CONST/IMPROVE: PROFESSIONAL SERVICES 1,489,000 735,970 (753,030) 49% INTERFUND SERVICE 390,500 - (390,500) 0% CONSTRUCTION PROJECTS 8,420,500 283,837 (8,136,663) 3% 10,300,000 1,019,807 (9,280,193) 10% CAPITAL IMPROVEMENTS RESERVE: CONSTRUCTION PROJECTS 560,000 26,200 (533,800) 5% GENERAL OBLIGATION BOND PRINCIPAL 81,984 - (81,984) 0% REVENUE BONDS 55,305 - (55,305) 0% INTERGOVERNMENTAL LOANS 34,875 34,875 - 100% INTEREST ON LONG-TERM DEBT 103,871 53,219 (50,652) 51% Page 10 of 20Packet Page 234 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used EXPENDITURES BY FUND - DETAIL CITY OF EDMONDS FISCAL AGENT FEES - 120 120 0% 836,035 114,414 (721,621) 14% EQUIPMENT RENTAL FUND: SALARIES 214,227 105,304 (108,923) 49% OVERTIME 2,000 1,161 (839) 58% BENEFITS 87,833 48,862 (38,971) 56% UNIFORMS 1,000 452 (548) 45% SUPPLIES 76,000 37,020 (38,980) 49% FUEL CONSUMED 1,000 595 (405) 60% FUEL - DIESEL 294,600 135,206 (159,394) 46% SMALL EQUIPMENT 20,000 3,386 (16,614) 17% PROFESSIONAL SERVICES 1,000 316 (684) 32% COMMUNICATIONS 3,500 1,225 (2,275) 35% TRAVEL 500 - (500) 0% ADVERTISING 500 - (500) 0% RENTAL/LEASE 3,500 - (3,500) 0% INSURANCE 29,590 25,259 (4,331) 85% PUBLIC UTILITY 14,000 7,627 (6,373) 54% RADIO REPAIR/MAINT 75,000 24,857 (50,143) 33% MISCELLANEOUS 7,500 605 (6,895) 8% INTERGOVTL SVC 4,000 - (4,000) 0% MACHINERY/EQUIPMENT 295,500 310,583 15,083 105% INTERFUND SERVICES-CAPITAL COSTS 40,000 - (40,000) 0% INTERFUND RENTAL 13,452 6,726 (6,726) 50% 1,184,702 709,184 (475,518) 60% FIREMEN'S PENSION FUND: SALARIES - 24,319 24,319 0% BENEFITS 71,000 21,927 (49,073) 31% PENSION PAYMENTS 56,750 9,035 (47,716) 16% PROF SERVICES 4,500 - (4,500) 0% 132,250 55,281 (76,970) 42% TRANSPORTATION BENEFIT DISTRICT: INSURANCE - 5,000 5,000 0% INTERGOVTL SERVICES 600,000 298,275 (301,725) 50% 600,000 303,275 (296,725) 51% Grand Totals of Expenditures by Fund 69,165,990 26,853,027 (42,312,963) 39% Page 11 of 20Packet Page 235 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used CITY COUNCIL 316,996 125,235 (191,761) 40% OFFICE OF MAYOR 270,821 125,618 (145,203) 46% HUMAN RESOURCES 339,161 133,689 (205,472) 39% MUNICIPAL COURT 750,001 378,367 (371,634) 50% ECONOMIC DEVELOPMENT 77,100 10,747 (66,353) 14% CITY CLERK 582,667 248,519 (334,148) 43% ADMINISTRATIVE SERVICES 1,228,117 610,194 (617,923) 50% CITY ATTORNEY 509,000 331,217 (177,783) 65% NON-DEPARTMENTAL 10,764,672 5,260,144 (5,504,528) 49% POLICE SERVICES 8,839,255 4,225,202 (4,614,053) 48% FIRE SERVICES - - - 0% COMMUNITY SERVICES 326,714 152,725 (173,989) 47% DEVELOPMENT SERVICES 1,941,467 808,445 (1,133,022) 42% PARKS & RECREATION 3,405,225 1,470,415 (1,934,810) 43% PUBLIC WORKS 1,534,966 723,679 (811,287) 47% FACILITIES MAINTENANCE 1,434,735 724,246 (710,489) 50% 32,320,897 15,328,442 (16,992,455) 47% Title Budget 6/30/2011 Expenditures Over/Under % Used STORM DRAINAGE UTILITY 2,848,811 1,661,299 (1,187,512) 58% WATER 5,037,646 2,248,064 (2,789,582) 45% SEWER 3,923,648 1,812,102 (2,111,546) 46% TREATMENT PLANT 3,329,249 1,562,790 (1,766,459) 47% 15,139,354 7,284,255 (7,855,099) 48% EXPENDITURES - GENERAL FUND - BY DEPARTMENT IN SUMMARY EXPENDITURES - COMBINED UTILITY- BY DEPARTMENT IN SUMMARY CITY OF EDMONDS CITY OF EDMONDS Page 12 of 20Packet Page 236 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used CITY COUNCIL SALARIES 114,743 52,245 (62,498) 46% OVERTIME 5,590 3,500 (2,090) 63% BENEFITS 105,563 51,988 (53,575) 49% SUPPLIES 1,000 613 (387) 61% SMALL EQUIPMENT - - - 0% PROFESSIONAL SVC 60,000 15,167 (44,833) 25% COMMUNICATIONS 100 - (100) 0% TRAVEL 1,500 501 (999) 33% REPAIRS/MAINT 1,500 64 (1,436) 4% MISCELLANEOUS 27,000 1,157 (25,843) 4% 316,996 125,235 (191,761) 40% OFFICE OF MAYOR SALARIES 194,527 96,105 (98,422) 49% BENEFITS 64,194 25,194 (39,000) 39% SUPPLIES 3,000 969 (2,031) 32% PROFESSIONAL SVC 1,100 36 (1,064) 3% COMMUNICATION 1,400 785 (615) 56% TRAVEL 1,500 117 (1,383) 8% RENTAL/LEASE 1,500 724 (776) 48% REPAIR/MAINT 100 372 272 372% MISCELLANEOUS 3,500 1,315 (2,185) 38% 270,821 125,618 (145,203) 46% HUMAN RESOURCES SALARIES 171,223 84,346 (86,877) 49% BENEFITS 59,928 26,937 (32,991) 45% SUPPLIES 2,500 1,140 (1,360) 46% SMALL EQUIPMENT 100 - (100) 0% PROFESSIONAL SVC 74,000 8,983 (65,017) 12% COMMUNICATIONS 500 286 (215) 57% TRAVEL 500 70 (430) 14% ADVERTISING 10,000 3,830 (6,171) 38% RENTAL/LEASE 2,000 654 (1,346) 33% REPAIR/MAINT 6,000 5,181 (819) 86% MISCELLANEOUS 12,410 2,263 (10,147) 18% 339,161 133,689 (205,472) 39% MUNICIPAL COURT SALARIES 474,675 233,250 (241,425) 49% OVERTIME 2,900 598 (2,302) 21% BENEFITS 169,501 81,060 (88,442) 48% SUPPLIES 17,000 5,358 (11,642) 32% SMALL EQUIPMENT 8,350 11,037 2,687 132% PROFESSIONAL SERVICES 54,000 30,817 (23,183) 57% COMMUNICATIONS 2,300 1,353 (947) 59% TRAVEL 2,500 1,138 (1,362) 46% RENTAL/LEASE 1,700 673 (1,027) 40% REPAIR/MAINT 8,875 657 (8,218) 7% MISC - JURY 3,200 12,249 9,049 383% INTERGOVTL SVC 5,000 178 (4,822) 4% EXPENDITURES - GENERAL FUND - BY DEPARTMENT IN DETAIL CITY OF EDMONDS Page 13 of 20Packet Page 237 of 253 EXPENDITURES - GENERAL FUND - BY DEPARTMENT IN DETAIL CITY OF EDMONDS 750,001 378,367 (371,634) 50% ECONOMIC DEVELOPMENT SUPPLIES 1,000 94 (906) 9% SMALL EQUIPMENT 400 - (400) 0% PROFESSIONAL SERVICES 34,800 9,907 (24,893) 28% COMMUNICATIONS 9,400 7 (9,393) 0% TRAVEL 1,500 - (1,500) 0% ADVERTISING 25,000 279 (24,721) 1% MISCELLANEOUS 5,000 460 (4,540) 9% 77,100 10,747 (66,353) 14% CITY CLERK SALARIES AND WAGES 317,549 135,285 (182,264) 43% BENEFITS 104,791 41,528 (63,263) 40% SUPPLIES 13,760 5,712 (8,048) 42% PROFESSIONAL SERVICES 27,250 14,290 (12,960) 52% COMMUNICATIONS 59,050 25,069 (33,981) 42% TRAVEL 2,000 91 (1,910) 5% ADVERTISING 20,420 9,367 (11,053) 46% RENTAL/LEASE 23,810 11,673 (12,137) 49% REPAIRS & MAINTENANCE 8,037 4,732 (3,305) 59% MISCELLANEOUS 6,000 772 (5,228) 13% 582,667 248,519 (334,148) 43% ADMINISTRATIVE SERVICES SALARIES 652,441 296,989 (355,452) 46% OVERTIME 6,100 4,604 (1,496) 75% BENEFITS 215,098 88,514 (126,584) 41% SUPPLIES 77,440 13,486 (63,954) 17% SMALL EQUIPMENT 65,760 7,467 (58,293) 11% PROFESSIONAL SERVICES 19,750 98,897 79,147 501% COMMUNICATIONS 57,208 26,004 (31,204) 45% TRAVEL 3,300 298 (3,002) 9% RENTAL/LEASE 13,600 3,682 (9,918) 27% REPAIR/MAINT 106,180 62,124 (44,056) 59% MISCELLANEOUS 9,500 7,260 (2,240) 76% DP MACHINERY/EQUP 1,740 870 (870) 50% 1,228,117 610,194 (617,923) 50% CITY ATTORNEY PROFESSIONAL SVC 506,000 331,217 (174,783) 65% MISC PROSECUTOR 3,000 - (3,000) 0% 509,000 331,217 (177,783) 65% NON-DEPARTMENTAL BENEFITS - UNEMPLOYMENT 140,000 12,307 (127,693) 9% PROFESSIONAL SVC PUB DEF 323,398 140,245 (183,153) 43% RENTAL/LEASE 3,600 2,110 (1,490) 59% INSURANCE 365,000 473,505 108,505 130% MISCELLANEOUS 87,111 35,736 (51,375) 41% INTERGOVT SVC 7,493,096 4,003,156 (3,489,940) 53% ECA LOAN PAYMENT 100,000 83,185 (16,815) 83% EXCISE TAXES 11,000 2,123 (8,877) 19% INTERFUND TRANSFERS 532,689 284,595 (248,094) 53% Page 14 of 20Packet Page 238 of 253 EXPENDITURES - GENERAL FUND - BY DEPARTMENT IN DETAIL CITY OF EDMONDS GENERAL OBLIGATION BOND 1,026,356 - (1,026,356) 0% INSTALLMENT PURCHASES 62,131 - (62,131) 0% OTHER DEBT 22,882 - (22,882) 0% INTEREST ON LONG-TERM DEBT 339,259 165,287 (173,972) 49% DEBT ISSUANCE COSTS - 4,515 4,515 0% FISCAL AGENT FEES 1,500 591 (909) 39% INTERFUND SERVICES 256,650 52,789 (203,861) 21% 10,764,672 5,260,144 (5,504,528) 49% POLICE SERVICES SALARIES 5,287,861 2,579,376 (2,708,485) 49% OVERTIME 256,710 198,058 (58,652) 77% HOLIDAY BUYBACK 183,345 829 (182,516) 0% BENEFITS 1,775,762 910,049 (865,713) 51% UNIFORMS 78,250 30,464 (47,786) 39% SUPPLIES 95,954 52,330 (43,624) 55% SMALL EQUIPMENT 12,550 3,782 (8,768) 30% PROFESSIONAL SVC 119,153 40,169 (78,984) 34% COMMUNICATIONS 26,328 13,335 (12,993) 51% TRAVEL 25,450 7,045 (18,405) 28% ADVERTISING 1,000 77 (923) 8% RENTAL/LEASE 17,000 9,392 (7,608) 55% REPAIR/MAINT 20,590 2,262 (18,328) 11% MISCELLANEOUS 40,420 17,772 (22,648) 44% INTERGOVTL SVC 619,534 218,093 (401,441) 35% INTERFUND FUEL - BOAT - 615 615 0% INTERFUND RENTAL 279,348 139,674 (139,674) 50% INTERFUND REPAIRS - 1,879 1,879 0% 8,839,255 4,225,202 (4,614,053) 48% FIRE SERVICES COMMUNICATION - - - 0% - - - 0% COMMUNITY SERVICES ADMIN SALARIES 210,934 102,028 (108,906) 48% BENEFITS 65,390 29,169 (36,221) 45% SUPPLIES 1,000 373 (627) 37% SMALL EQUIPMENT 500 - (500) 0% PROFESSIONAL SVC 42,000 18,931 (23,069) 45% COMMUNICATIONS 690 285 (405) 41% TRAVEL 1,500 - (1,500) 0% ADVERTISING 500 - (500) 0% RENTAL/LEASE 1,320 654 (666) 50% REPAIR/MAINT 500 235 (265) 47% MISCELLANEOUS 2,000 857 (1,143) 43% INTERFUND RENTAL 380 192 (188) 51% 326,714 152,725 (173,989) 47% DEVELOPMENT SERVICES/PLANNING SALARIES 1,253,728 538,708 (715,020) 43% OVERTIME 1,520 1,296 (224) 85% BENEFITS 413,909 183,736 (230,173) 44% UNIFORMS 320 - (320) 0% SUPPLIES 26,000 8,271 (17,730) 32% Page 15 of 20Packet Page 239 of 253 EXPENDITURES - GENERAL FUND - BY DEPARTMENT IN DETAIL CITY OF EDMONDS MINOR EQUIPMENT 1,900 435 (1,465) 23% PROFESSIONAL SVC 149,430 43,425 (106,005) 29% COMMUNICATIONS 5,530 1,697 (3,833) 31% TRAVEL 6,880 69 (6,811) 1% ADVERTISING 3,780 3,376 (404) 89% RENTAL/LEASE 27,590 9,980 (17,610) 36% REPAIRS & MAINTENANCE 5,443 - (5,443) 0% MISCELLANEOUS 35,805 12,634 (23,171) 35% INTERFUND RENTAL 9,632 4,818 (4,814) 50% 1,941,467 808,445 (1,133,022) 42% ENGINEERING SALARIES 889,718 435,398 (454,320) 49% OVERTIME 11,965 - (11,965) 0% BENEFITS 293,607 143,357 (150,250) 49% UNIFORMS 620 - (620) 0% MINOR EQUIPMENT 500 (41) (541) -8% PROFESSIONAL SVC 5,000 - (5,000) 0% COMMUNICATIONS 7,000 2,644 (4,356) 38% TRAVEL 620 - (620) 0% ADVERTISING 500 - (500) 0% REPAIR/MAINT 1,780 309 (1,471) 17% MISCELLANEOUS 5,400 4,264 (1,136) 79% INTERFUND RENTAL 8,324 4,164 (4,160) 50% 1,225,034 590,096 (634,938) 48% PARKS & RECREATION SALARIES 1,909,402 831,323 (1,078,079) 44% OVERTIME 5,000 4,631 (369) 93% Employee Benefits 598,333 260,250 (338,083) 43% UNIFORMS 6,540 2,054 (4,486) 31% SUPPLIES 114,590 51,784 (62,806) 45% SMALL EQUIPMENT 4,000 1,612 (2,388) 40% PROFESSIONAL SVC 357,534 117,594 (239,940) 33% COMMUNICATIONS 25,566 10,365 (15,201) 41% TRAVEL 3,940 403 (3,537) 10% ADVERTISING 3,852 2,104 (1,748) 55% RENTAL/LEASE 49,470 27,675 (21,795) 56% PUBLIC UTILITY 133,416 69,022 (64,394) 52% REPAIRS & MAINTENANCE 24,918 15,649 (9,269) 63% MISCELLANEOUS 38,570 38,021 (549) 99% INTERGOVTL SVC 64,250 5,000 (59,250) 8% INTERFUND RENTAL 65,844 32,928 (32,916) 50% 3,405,225 1,470,415 (1,934,810) 43% PUBLIC WORKS SALARIES 217,647 88,899 (128,748) 41% OVERTIME 200 30 (170) 15% BENEFITS 71,823 26,540 (45,283) 37% SUPPLIES 5,000 2,337 (2,663) 47% PROFESSIONAL SERVICES 100 7,178 7,078 7178% COMMUNICATIONS 1,000 741 (259) 74% TRAVEL 600 1,901 1,301 317% RENTAL/LEASE 7,300 4,103 (3,197) 56% PUBLIC UTILITY 2,400 1,189 (1,211) 50% REPAIR/MAINT 1,000 - (1,000) 0% Page 16 of 20Packet Page 240 of 253 EXPENDITURES - GENERAL FUND - BY DEPARTMENT IN DETAIL CITY OF EDMONDS MISCELLANEOUS 2,200 335 (1,865) 15% INTERFUND RENTAL 662 330 (332) 50% 309,932 133,583 (176,349) 43% FACILITIES MAINTENANCE SALARIES 636,843 338,389 (298,454) 53% OVERTIME 8,500 1,990 (6,510) 23% BENEFITS 242,000 132,139 (109,861) 55% UNIFORMS 3,000 904 (2,096) 30% SUPPLIES 70,000 32,192 (37,808) 46% FUEL CONSUMED 700 - (700) 0% MINOR EQUIPMENT 8,000 780 (7,220) 10% PROFESSIONAL SERVICES 50,000 25,312 (24,688) 51% COMMUNICATIONS 15,000 6,080 (8,920) 41% PUBLIC UTILITY 300,000 144,628 (155,372) 48% REPAIR/MAINT 75,000 29,116 (45,884) 39% MISCELLANEOUS 2,100 919 (1,181) 44% INTERFUND RENTAL 23,592 11,796 (11,796) 50% 1,434,735 724,246 (710,489) 50% Page 17 of 20Packet Page 241 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used STORM DRAINAGE SALARIES 556,103 237,343 (318,760) 43% OVERTIME 24,566 4,321 (20,245) 18% BENEFITS 214,041 100,956 (113,085) 47% UNIFORMS 7,750 3,832 (3,918) 49% SUPPLIES 49,500 18,088 (31,412) 37% MINOR EQUIPMENT 4,000 - (4,000) 0% PROFESSIONAL SERVICES 22,115 1,522 (20,593) 7% COMMUNICATIONS 3,230 523 (2,707) 16% TRAINING 4,330 - (4,330) 0% ADVERTISING 500 - (500) 0% RENTAL/LEASE 21,500 228 (21,272) 1% INSURANCE 39,208 58,112 18,904 148% UTILITIES 10,000 4,597 (5,403) 46% REPAIR/MAINT 13,000 6,738 (6,262) 52% MISCELLANEOUS 68,500 51,195 (17,305) 75% INTERGOVT SERVICE 40,000 20,036 (19,964) 50% STORMWATER TAX 237,600 121,915 (115,685) 51% INTERFUND TRANSFER 618,126 300,000 (318,126) 49% LAND 138,946 138,946 0% BUILDINGS 163,525 163,525 0% MACHINERY/EQUIPMENT 20000 - (20,000) 0% GENERAL OBLIGATION BOND 103,600 - (103,600) 0% REVENUE BOND 36,005 - (36,005) 0% INTERGOVERNMENTAL LOAN 32,063 32,063 (1) 100% INTEREST ON LONG-TERM DEBT 86,577 44,599 (41,978) 52% DEBT ISSUE COSTS - 102 102 0% INTERFUND SERVICES 464,429 266,625 (197,804) 57% INTERFUND RENTAL 172,068 86,034 (86,034) 50% 2,848,811 1,661,299 (1,187,512) 58% WATER SALARIES 657,891 330,565 (327,326) 50% OVERTIME 24,180 10,442 (13,738) 43% BENEFITS 242,022 124,023 (117,999) 51% UNIFORMS 6,800 2,153 (4,647) 32% SUPPLIES 135,000 68,313 (66,687) 51% WATER PURCHASED FOR RESALE 1,496,000 473,895 (1,022,105) 32% SUPPLIES PURCHASED FOR INVENTORY/RESALE 140,000 48,126 (91,874) 34% SMALL EQUIPMENT 10,000 3,265 (6,735) 33% PROFESSIONAL SVC 74,300 9,762 (64,538) 13% COMMUNICATIONS 30,000 14,096 (15,904) 47% TRAVEL 4,820 - (4,820) 0% ADVERTISING 560 - (560) 0% RENTAL/LEASE 1,500 580 (920) 39% INSURANCE 65,098 84,512 19,414 130% PUBLIC UTILITY 28,000 13,706 (14,294) 49% REPAIR/MAINT 22,300 7,048 (15,252) 32% RCP - MISCELLANEOUS 211,630 147,589 (64,041) 70% CITY OF EDMONDS EXPENDITURES - COMBINED UTILITY- BY DEPARTMENT IN DETAIL Page 18 of 20Packet Page 242 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used CITY OF EDMONDS EXPENDITURES - COMBINED UTILITY- BY DEPARTMENT IN DETAIL INTERGOVTL SVC 30,000 17,650 (12,350) 59% WATER TAX 764,082 358,833 (405,250) 47% INTERFUND TRANSFER-OUT 418,126 200,000 (218,126) 48% GENERAL OBLIGATION BOND 1,890 - (1,890) 0% REVENUE BOND 119,149 - (119,149) 0% INTERGOVERNMENTAL LOANS 24,270 44,270 20,000 182% INTEREST ON LONG-TERM DEBT 53,713 27,706 (26,007) 52% AMORTIZED DEBT ISSUE COSTS - 8,276 8,276 0% FISCAL AGENT FEES - 151 151 0% INTERFUND SVC 388,861 209,374 (179,487) 54% INTERFUND RENTAL 87,454 43,728 (43,726) 50% 5,037,646 2,248,064 (2,789,582) 45% SEWER SALARIES 424,167 212,472 (211,695) 50% OVERTIME 17,000 9,735 (7,265) 57% BENEFITS 182,392 94,221 (88,171) 52% UNIFORMS 5,100 2,595 (2,505) 51% SUPPLIES 52,500 22,421 (30,079) 43% SEWER INVENTORY 3,000 - (3,000) 0% SMALL EQUIPMENT 6,000 - (6,000) 0% PROFESSIONAL SVC 51,000 3,264 (47,736) 6% COMMUNICATIONS 30,000 11,916 (18,084) 40% TRAVEL 2,400 - (2,400) 0% ADVERTISING 500 - (500) 0% RENTAL/LEASE 1,800 2,369 569 132% INSURANCE 133,895 186,175 52,280 139% PUBLIC UTILITY 460,000 386,862 (73,138) 84% REPAIR/MAINT 15,000 5,411 (9,589) 36% MISCELLANEOUS 100,000 62,959 (37,041) 63% INTERGOVTL SVS 393,900 80 (393,820) 0% SEWER UTILITY TAX 470,000 232,124 (237,876) 49% INTERFUND TRANSFER 942,723 263,912 (678,811) 28% GENERAL OBLIGATION BOND 1,512 - (1,512) 0% REVENUE BONDS 108,915 - (108,915) 0% INTERGOVERNMENTAL LOANS 104,065 104,065 (0) 100% INTEREST ON LONG-TERM DEBT 24,711 15,985 (8,727) 65% AMORTIZED DEBT ISSUE COSTS - 8,275 8,275 0% INTERFUND SVC 293,392 138,673 (154,719) 47% INTERFUND RENTAL 97,176 48,588 (48,588) 50% INTERFUND REPAIR/MAINT 2,500 - (2,500) 0% 3,923,648 1,812,102 (2,111,546) 46% TREATMENT PLANT SALARIES 1,196,992 588,893 (608,099) 49% OVERTIME 55,000 24,736 (30,264) 45% BENEFITS 442,887 220,367 (222,520) 50% UNIFORMS 10,250 6,687 (3,563) 65% SUPPLIES 405,790 162,516 (243,274) 40% FUEL CONSUMED 70,000 32,544 (37,456) 46% Page 19 of 20Packet Page 243 of 253 Title Budget 6/30/2011 Expenditures Over/Under % Used CITY OF EDMONDS EXPENDITURES - COMBINED UTILITY- BY DEPARTMENT IN DETAIL SMALL EQUIPMENT 5,300 - (5,300) 0% PROFESSIONAL SVC 59,000 24,859 (34,141) 42% COMMUNICATIONS 8,500 3,982 (4,518) 47% TRAVEL 8,500 269 (8,231) 3% ADVERTISING 1,200 1,310 110 109% RENTAL/LEASE 4,980 1,553 (3,427) 31% INSURANCE 73,235 87,777 14,542 120% UTILITIES 445,290 218,990 (226,300) 49% REPAIR/MAINT 58,050 20,880 (37,170) 36% MISCELLANEOUS 78,800 35,306 (43,494) 45% INTERGOVTL SVS 98,700 31,484 (67,216) 32% REVENUE BOND 104,437 - (104,437) 0% INTEREST ON LONG-TERM DEBT 15,558 7,779 (7,779) 50% INTERFUND SVC 180,000 89,468 (90,532) 50% INTERFUND RENTAL 6,780 3,390 (3,390) 50% 3,329,249 1,562,790 (1,766,459) 47% Grand Totals of Combined Utility Fund Expenditures 15,139,354 7,284,255 (7,855,099) 48% Page 20 of 20Packet Page 244 of 253 AM-4026   Item #: 3. A. City Council Committee Meetings Date: 07/12/2011 Time:10 Minutes   Submitted By:Gerry Gannon Department:Police Department Committee:Public Safety Type:Action Information Subject Title Amendment No. 1 to Training Interlocal Agreement. Recommendation from Mayor and Staff Recommend the Public Safety Committee approve for the July 19 consent agenda. Previous Council Action None Narrative On January 25, 2007 the City of Edmonds entered into an Interlocal Agreement (ILA) with the City of Everett.  The purpose of the ILA was to provide in-service training for police officers in the Skagit, Snohomish, and King Counties. The ILA set fees based on the number of officers in each agency.  Our cost was $300 annually. The training that is provided by this regional group provides specialized training that would be difficult for us to provide to our own officers.  An example of specialized training is EVOC (Emergency Vehicle Operators Course).  EVOC is a required annual training course for members of this department that would require a huge commitment by the department on an annual basis.  By using shared instructors and resources the department saves over all training costs.       The proposed changes in Amendment No. 1 that effect the City of Edmonds is an increase of the annual fee from $300 to $600.     The ILA has been reviewed by the City Attorney and is approved as to form.  Attachments Training ILA Form Review Inbox Reviewed By Date City Clerk Sandy Chase 07/05/2011 10:18 AM Mayor Mike Cooper 07/07/2011 03:13 PM Final Approval Sandy Chase 07/07/2011 03:46 PM Form Started By: Gerry Gannon Started On: 06/16/2011 02:45 PM Final Approval Date: 07/07/2011  Packet Page 245 of 253 Packet Page 246 of 253 Packet Page 247 of 253 Packet Page 248 of 253 Packet Page 249 of 253 Packet Page 250 of 253 Packet Page 251 of 253 Packet Page 252 of 253 Packet Page 253 of 253