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HomeMy WebLinkAboutCity Council Committees - Operations - 04/15/2014 (3) • KEN T WASH NOTON Operations Committee Agenda Councilmembers: Bill Boyce * Dana Ralph * Les Thomas, Chair April 15, 2014 4:00 p.m. Item Description Action Speaker Time Page 1. Approval of Minutes YES 1 dated April 1, 2014 2. Approval of Check Summary YES Reports 3/16/2014 through 3/31/2014 3. R.L. Evans Consultant Services -Authorize YES B. Fowler 10 Min 3 4. February 2014 Financial Packet NO P. Barry 10 Min 15 (Information Only) Unless otherwise noted, the Operations Committee meets at 4:00 p.m. on the first and third Tuesday of each month. Council Chambers East, Kent City Hall, 220 4th Avenue South, Kent, 98032-5895. Dates and times are subject to change. For information please contact Satwinder Kaur at (253) 856-5705. Any person requiring a disability accommodation should contact the City Clerk's Office at (253) 856- 5725 in advance. For TDD relay service call the Washington Telecommunications Relay Service at 1-800-833-6388. This page intentionally left blank 1 KENT WASHINGTON OPERATIONS COMMITTEE MINUTES April 1, 2014 Committee Members Present: Dana Ralph and Bill Boyce. The meeting was called to order by D. Ralph at 4:02p.m. 1. APPROVAL OF MINUTES DATED MARCH 18, 2014. B. Boyce moved to approve the Operations Committee minutes dated March 18, 2014. D. Ralph seconded the motion with concurrence from L. Thomas, which passed 3-0. 2. APPROVAL OF CHECK SUMMARY REPORTS DATED 3/1/2014 THROUGH 3/15/2014. B. Boyce moved to approve the check summary reports dated 3/1/2014 through 3/15/2014. D. Ralph seconded the motion with concurrence from L. Thomas and it passed 3-0. 3. CONSOLIDATING BUDGET ADJUSTMENT ORDINANCE FOR ADJUSTMENTS BETWEEN JULY 1, 2013 AND DECEMBER 31, 2013 - APPROVE. P. Barry presented the Consolidating Budget adjustment ordinance for approval. An overall increase of $37,489,759 was approved by the Council. It included the King County Interlocal Agreement for Briscoe/Desimone Levee totaling $18,000,000, LTGO Refunding totaling $11,380,320, and Washington State Auto Theft Prevention Grant for $1,614,000. The amount not yet approved by Council is an overall increase of $804,542. This increase is due to ShoWare Debt Service, King County Open Space Levy and Light Pole Lease Revenues. B. Boyce moved to approve the consolidating budget adjustment ordinance for adjustments made between July 1, 2013 and December 31, 2013, reflecting an overall budget increase of $38,284,176. D. Ralph seconded the motion with concurrence from L. Thomas, which passed 3-0. 4. FINANCIAL SUMMARY REPORT AS OF DECMEBER 31, 2013 —INFORMATION ONLY. P. Barry informed that we ended the year well, consistent with latest Budget Projections. The revenues ended the year approximately $2.1 million over budget. Sales Tax and Utility Tax were both above budget for the year end. Building Permits were 12% above budget and Plan Check Fees were 14% above budget. The city was able to end the year 2.5% below expenditures. City departments have been very frugal with their budgets, so that helped with the savings. The City collected over $5 million in B&O Tax. The meeting was adjourned at 4:27 p.m. by D. Ralph. I"o Ytl(�1'1 Satwinder Kaur Operations Committee Secretary z This page intentionally left blank 3 BENEFITS DIVISION Becky Fowler Manager 400 West Gowe Kent, WA 98032 Fax: 253-856-6270 OFFICE: 253-856-5290 April 15, 2014 �` TO: Operations Committee FROM: Becky Fowler, Benefits Manager THRU: Lorraine Patterson, Human Resources Director SUBJECT: R.L. Evans Company, Inc Consultant Services Agreement for 2014/15 Motion: I move to recommend the 2014/15 Consultant Services Agreement with R.L. Evans Company, Inc., for brokerage and consultant services for the City's Health & Wellness programs be placed on the City Council consent calendar subject to final terms and conditions of the City Attorney. SUMMARY: The city contracts with R.L. Evans Company, Inc to perform brokerage and consultant services. The scope of service includes negotiating with insurers, analyzing options and making recommendations on the City's Health & Wellness programs. The programs include medical/Rx, dental, vision, individual stop loss, aggregate stop loss and third party administrative (TPA) services. BUDGET IMPACT: $40,000. (Consultant Services Contract) BACKGROUND: The City has approximately 2,300 lives covered under the self-insured and insured health and wellness programs. Included in this coverage is the City's LEOFF I retirees and their dependents. Doug Evans, R.L. Evans Company advises the City on plan design issues, plans management, and potential cost savings. He also provides recommendations regarding mandates and negotiates carrier renewals. 'ti i�/VOR .iUZCTT-- .v00KE .m,..c .„_ ..na r ..,.w..,._ v. ,. . ...... City of Kent Human Resources Department '.... Lorraine Patterson, Director 4 CONSULTANT VICAGREEMENT between the City of Kent and R. L. Evans Company,, Inc. THIS AGREEMENT is made between the City of Kent, a Washington municipal corporation (hereinafter the "City"), and R. L. Evans Company, Inc. organized under the laws of the State of Washington, located and doing business at 3535 Factoria Blvd, SE, Suite 120, Bellevue, WA 98006 - 425.455.0501 (hereinafter the "Consultant"). I. DESCRIPTION OF WORK. Consultant shall perform the following services for the City in accordance with the following described plans and/or specifications: Brokerage and Consulting Services — including negotiating with insurers, analyzing options and making recommendations. • Advise City on plan design issues, plan management, and potential cost savings • Work with City and vendors to resolve Eligibility and Claim issues • Quarterly, or as requested, meetings with City Administration and/or Healthcare Committee to discuss claim experience, updates and discuss objectives. • Assistance with plan audits • Assist employees/retirees with healthcare options after employment with City • Regulatory updates/ensure compliance • Manage Plan Changes with Vendors • Contract and policy review • Annual Renewal —Recommendations regarding mandates and negotiate carrier renewals, provide claim data and other required information to actuary for rate analysis and projections. Meetings with City Administration and Actuary to review funding projections. The Scope of Services for this contract includes the following insured and self-funded coverages or programs: Medical/Rx Individual Stop Loss Dental Aggregate Stop Loss Vision Third Party Administrative (TPA) Services Consultant further represents that the services furnished under this Agreement will be performed in accordance with generally accepted professional practices within the Puget Sound region in effect at the time those services are performed. CONSULTANT SERVICES AGREEMENT - 1 (Over$10,000) 5 II. TIME OF COMPLETION. Upon the effective date of this Agreement, Consultant shall continue the work described in Section I until December 31, 2015. Thereafter the contract may be renewed for one year increments with approval from both parties. III. COMPENSATION. A. The City shall pay the Consultant based on a per employee/retiree per month (PEPM) rate for all employees/retirees covered under the City's self-funded medical and dental plans, and on a percentage of premium for the employees enrolled on the Group Health Cooperative medical plan. The total amount payable to the Consultant for consulting services described in this Agreement shall not to exceed Forty Thousand Dollars ($40,000) per year. This is the maximum amount to be paid under this Agreement for the work described in Section I above, and shall not be exceeded without the prior written authorization of the City in the form of a negotiated and executed amendment to this agreement. The Consultant agrees that the rates charged by it for the services contracted for herein shall be guaranteed for two years as delineated in Exhibit A. B. The Consultant's fee will be billed via City's vendors (Premera Blue Cross, Delta Dental Service and Group Health Cooperative) as part of their monthly administrative or insured premium billings. If the City objects to all or any portion of an invoice, it shall notify the Consultant and reserves the option to only pay that portion of the invoice not in dispute. In that event, the parties will immediately make every effort to settle the disputed portion. IV. INDEPENDENT CONTRACTOR. The parties intend that an Independent Contractor-Employer Relationship will be created by this Agreement. By their execution of this Agreement, and in accordance with Ch. 51.08 RCW, the parties make the following representations: A. The Consultant has the ability to control and direct the performance and details of its work, the City being interested only in the results obtained under this Agreement. B. The Consultant maintains and pays for its own place of business from which Consultant's services under this Agreement will be performed. C. The Consultant has an established and independent business that is eligible for a business deduction for federal income tax purposes that existed before the City retained Consultant's services, or the Consultant is engaged in an independently established trade, occupation, profession, or business of the same nature as that involved under this Agreement. D. The Consultant is responsible for filing as they become due all necessary tax documents with appropriate federal and state agencies, including the Internal Revenue Service and the state Department of Revenue. E. The Consultant has registered its business and established an account with the state Department of Revenue and other state agencies as may be required by Consultant's business, and has obtained a Unified Business Identifier (UBI) number from the State of Washington. CONSULTANT SERVICES AGREEMENT - 2 (Over$10,000) 6 F. The Consultant maintains a set of books dedicated to the expenses and earnings of its business. V. TERMINATION. Either party may terminate this Agreement, with or without cause, upon providing the other party sixty (60) days written notice at its address set forth on the signature block of this Agreement. After termination, the City may take possession of all records and data within the Consultant's possession pertaining to this project, which may be used by the City without restriction. If the City's use of Consultant's records or data is not related to this project, it shall be without liability or legal exposure to the Consultant. VI. DISCRIMINATION. In the hiring of employees for the performance of work under this Agreement or any subcontract, the Consultant, its subcontractors, or any person acting on behalf of the Consultant or subcontractor shall not, by reason of race, religion, color, sex, age, sexual orientation, national origin, or the presence of any sensory, mental, or physical disability, discriminate against any person who is qualified and available to perform the work to which the employment relates. Consultant shall execute the attached City of Kent Equal Employment Opportunity Policy Declaration, Comply with City Administrative Policy 1.2, and upon completion of the contract work, file the attached Compliance Statement. VII. INDEMNIFICATION. Consultant shall defend, indemnify and hold the City, its officers, officials, employees, agents and volunteers harmless from any and all claims, injuries, damages, losses or suits, including all legal costs and attorney fees, arising out of or in connection with the Consultant's performance of this Agreement, except for that portion of the injuries and damages caused by the City's negligence. The City's inspection or acceptance of any of Consultant's work when completed shall not be grounds to avoid any of these covenants of indemnification. Should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Consultant and the City, its officers, officials, employees, agents and volunteers, the Consultant's liability hereunder shall be only to the extent of the Consultant's negligence. IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE CONSULTANT'S WAIVER OF IMMUNITY UNDER INDUSTRIAL INSURANCE, TITLE 51 RCW, SOLELY FOR THE PURPOSES OF THIS INDEMNIFICATION. THE PARTIES FURTHER ACKNOWLEDGE THAT THEY HAVE MUTUALLY NEGOTIATED THIS WAIVER. The provisions of this section shall survive the expiration or termination of this Agreement. VIII. INSURANCE. The Consultant shall procure and maintain for the duration of the Agreement, insurance of the types and in the amounts described in Exhibit B attached and incorporated by this reference. IX. EXCHANGE OF INFORMATION. The City will provide its best efforts to provide reasonable accuracy of any information supplied by it to Consultant for the purpose of completion of the work under this Agreement. CONSULTANT SERVICES AGREEMENT - 3 (Over$10,000) 7 X. OWNERSHIP AND USE OF RECORDS AND DOCUMENTS. Original documents, drawings, designs, reports, or any other records developed or created under this Agreement shall belong to and become the property of the City. All records submitted by the City to the Consultant will be safeguarded by the Consultant. Consultant shall make such data, documents, and files available to the City upon the City's request. The City's use or reuse of any of the documents, data and files created by Consultant for this project by anyone other than Consultant on any other project shall be without liability or legal exposure to Consultant. XI. CITY'S RIGHT OF INSPECTION. Even though Consultant is an independent contractor with the authority to control and direct the performance and details of the work authorized under this Agreement, the work must meet the approval of the City and shall be subject to the City's general right of inspection to secure satisfactory completion. XII. WORK PERFORMED AT CONSULTANT'S RISK. Consultant shall take all necessary precautions and shall be responsible for the safety of its employees, agents, and subcontractors in the performance of the contract work and shall utilize all protection necessary for that purpose. All work shall be done at Consultant's own risk, and Consultant shall be responsible for any loss of or damage to materials, tools, or other articles used or held for use in connection with the work. XIII. MISCELLANEOUS PROVISIONS. A. Recyclable Materials. Pursuant to Chapter 3.80 of the Kent City Code, the City requires its contractors and consultants to use recycled and recyclable products whenever practicable. A price preference may be available for any designated recycled product. B. Non-Waiver of Breach. The failure of the City to insist upon strict performance of any of the covenants and agreements contained in this Agreement, or to exercise any option conferred by this Agreement in one or more instances shall not be construed to be a waiver or relinquishment of those covenants, agreements or options, and the same shall be and remain in full force and effect. C. Resolution of Disputes and Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Washington. If the parties are unable to settle any dispute, difference or claim arising from the parties' performance of this Agreement, the exclusive means of resolving that dispute, difference or claim, shall only be by filing suit exclusively under the venue, rules and jurisdiction of the King County Superior Court, King County, Washington, unless the parties agree in writing to an alternative dispute resolution process. In any claim or lawsuit for damages arising from the parties' performance of this Agreement, each party shall pay all its legal costs and attorney's fees incurred in defending or bringing such claim or lawsuit, including all appeals, in addition to any other recovery or award provided by law; provided, however, nothing in this paragraph shall be construed to limit the City's right to indemnification under Section VII of this Agreement. D. Written Notice. All communications regarding this Agreement shall be sent to the parties at the addresses listed on the signature page of the Agreement, unless notified to the contrary. Any written notice hereunder shall become effective three (3) business days after the date of mailing by registered or certified mail, and shall be deemed sufficiently given if sent to the addressee at the address stated in this Agreement or such other address as may be hereafter specified in writing. CONSULTANT SERVICES AGREEMENT - 4 (Over$10,000) 8 E. Assignment. Any assignment of this Agreement by either party without the written consent of the non-assigning party shall be void. If the non-assigning party gives its consent to any assignment, the terms of this Agreement shall continue in full force and effect and no further assignment shall be made without additional written consent. F. Modification. No waiver, alteration, or modification of any of the provisions of this Agreement shall be binding unless in writing and signed by a duly authorized representative of the City and Consultant. G. Entire Agreement. The written provisions and terms of this Agreement, together with any Exhibits attached hereto, shall supersede all prior verbal statements of any officer or other representative of the City, and such statements shall not be effective or be construed as entering into or forming a part of or altering in any manner this Agreement. All of the above documents are hereby made a part of this Agreement. However, should any language in any of the Exhibits to this Agreement conflict with any language contained in this Agreement, the terms of this Agreement shall prevail. H. Compliance with Laws. The Consultant agrees to comply with all federal, state, and municipal laws, rules, and regulations that are now effective or in the future become applicable to Consultant's business, equipment, and personnel engaged in operations covered by this Agreement or accruing out of the performance of those operations. I. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall constitute an original, and all of which will together constitute this one Agreement. IN WITNESS, the parties below execute this Agreement, which shall become effective on the last date entered below. CONSULTANT: CITY OF (GENT: By: By: (signature) (signature) Print Name: Douglas Evans Print Name: Suzette Cooke Its President Its Mayor (title) DATE: DATE: NOTICES TO BE SENT TO: NOTICES TO BE SENT TO: CONSULTANT: CITY OF (GENT: Douglas Evans Lorraine Patterson R. L. Evans Company, Inc. City of Kent 3535 Factoria Blvd SE, Suite 120 220 Fourth Avenue South Bellevue, WA 98006 Kent, WA 98032 425.455.0501 (telephone) (253) 856-5276 (telephone) 425.467.5264 (facsimile) (253) 856-6270 (facsimile) CONSULTANT SERVICES AGREEMENT - 5 (Over$10,000) 9 APPROVED AS TO FORM: Kent Law Department [In this field,you may enter the electronic Glepath the contract has been saved] CONSULTANT SERVICES AGREEMENT - 6 (Over$10,000) 10 EXHIBIT A FEES AND PAYMENT SCHEDULE The CITY shall compensate the CONSULTANT for services pursuant to this Agreement as follows: For services rendered under this Agreement, Consultant will be paid as follows; During Calendar Year 2014 For each employee/retiree covered under the City's self-funded medical/Rx plan the Consultant will be paid at the rate of$2.50 per month. For each employee/retiree covered under the City's self-funded dental/vision plan, the Consultant will be paid at the rate of$.38 per month. For employees enrolled on the fully-insured Group Health Cooperative plan the Consultant will be paid 2.5% of the paid premium. During Calendar Year 2015 For each employee/retiree covered under the City's self-funded medical/Rx plan the Consultant will be paid at the rate of$3.00 per month. For each employee/retiree covered under the City's self-funded dental/vision plan, the Consultant will be paid at the rate of$.50 per month. For employees enrolled on the fully-insured Group Health Cooperative plan the Consultant will be paid 2.5% of the paid premium. * The City recognizes that the Consultant may qualify for contingency bonuses from insurance companies with whom the Contractor conducts business. As these amounts are not guaranteed and are typically earned based on factors that are not client-specific, any such payments received by Consultant will not be offset against the fees noted above. Upon request Consultant will provide a detail listing of all contingency commissions received for the prior year. Any services that are requested by the CITY that are outside of the scope of work as noted in "I. DESCRIPTION OF WORK", or not covered by a separate agreement, will be billed at the rate of $300/hour for Lead Broker/Consultant and $175/hour for Account Manager EEO COMPLIANCE DOCUMENTS - 1 11 EXHIBIT B INSURANCE COVERAGE The Consultant shall procure and maintain for the duration of the Agreement, insurance of the types and in the amounts described below; ® Agents' and Brokers' Errors & Omissions insurance with a minimum limit of $2,000,000 ® General Liability Coverage with a minimum limit of $1,000,000 EEO COMPLIANCE DOCUMENTS - 2 12 DECLARATION CITY OF KENT EQUAL EMPLOYMENT OPPORTUNITY POLICY The City of Kent is committed to conform to Federal and State laws regarding equal opportunity. As such all contractors, subcontractors and suppliers who perform work with relation to this Agreement shall comply with the regulations of the City's equal employment opportunity policies. The following questions specifically identify the requirements the City deems necessary for any contractor, subcontractor or supplier on this specific Agreement to adhere to. An affirmative response is required on all of the following questions for this Agreement to be valid and binding. If any contractor, subcontractor or supplier willfully misrepresents themselves with regard to the directives outlines, it will be considered a breach of contract and it will be at the City's sole determination regarding suspension or termination for all or part of the Agreement; The questions are as follows: 1. I have read the attached City of Kent administrative policy number 1.2. 2. During the time of this Agreement I will not discriminate in employment on the basis of sex, race, color, national origin, age, or the presence of all sensory, mental or physical disability. 3. During the time of this Agreement the prime contractor will provide a written statement to all new employees and subcontractors indicating commitment as an equal opportunity employer. 4. During the time of the Agreement I, the prime contractor, will actively consider hiring and promotion of women and minorities. 5. Before acceptance of this Agreement, an adherence statement will be signed by me, the Prime Contractor, that the Prime Contractor complied with the requirements as set forth above. By signing below, I agree to fulfill the five requirements referenced above. Dated this day of 2014. By: For: Title: Date: EEO COMPLIANCE DOCUMENTS - 3 13 CITY OF KENT ADMINISTRATIVE POLICY NUMBER: 1.2 EFFECTIVE DATE: January 1, 1998 SUBJECT: MINORITY AND WOMEN SUPERSEDES: April 1, 1996 CONTRACTORS APPROVED BY Jim White, Mayor POLICY: Equal employment opportunity requirements for the City of Kent will conform to federal and state laws. All contractors, subcontractors, consultants and suppliers of the City must guarantee equal employment opportunity within their organization and, if holding Agreements with the City amounting to $10,000 or more within any given year, must take the following affirmative steps: 1. Provide a written statement to all new employees and subcontractors indicating commitment as an equal opportunity employer. 2. Actively consider for promotion and advancement available minorities and women. Any contractor, subcontractor, consultant or supplier who willfully disregards the City's nondiscrimination and equal opportunity requirements shall be considered in breach of contract and subject to suspension or termination for all or part of the Agreement. Contract Compliance Officers will be appointed by the Directors of Planning, Parks, and Public Works Departments to assume the following duties for their respective departments. 1. Ensuring that contractors, subcontractors, consultants, and suppliers subject to these regulations are familiar with the regulations and the City's equal employment opportunity policy. 2. Monitoring to assure adherence to federal, state and local laws, policies and guidelines. EEO COMPLIANCE DOCUMENTS - 4 14 CITY OF (CENT EQUAL EMPLOYMENT OPPORTUNITY COMPLIANCE STATEMENT This form shall be filled out AFTER COMPLETION of this project by the Contractor awarded the Agreement. I, the undersigned, a duly represented agent of Company, hereby acknowledge and declare that the before-mentioned company was the prime contractor for the Agreement known as that was entered into on the_ (date) , between the firm I represent and the City of Kent. I declare that I complied fully with all of the requirements and obligations as outlined in the City of Kent Administrative Policy 1.2 and the Declaration City of Kent Equal Employment Opportunity Policy that was part of the before-mentioned Agreement. Dated this day of 200 . By: For: Title: Date: EEO COMPLIANCE DOCUMENTS - 5 15 City of Kent, Washington Summary Financial Report 4^0 KEN T WASH IN G T O N As of February 28, 2014 16 City of Kent MONTHLY FINANCIAL REPORT Table of Contents EXECUTIVE SUMMARY AND GRAPHIC ANALYSIS Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 General Fund Revenues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 General Fund Expenditures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 PropertyTax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 SalesTax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 UtilityTax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Building Permits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Plan Check Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Recreation Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Fines And Forfeitures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 B&O Revenues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Water Operating Revenues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Sewer&Drainage Operating Revenues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Golf Operating Revenues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 CURRENT BUDGET ANALYSIS General Fund Analysis(includes Annexation) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Street Operating Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Lodging Tax Operating Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Youth/Teen Programs Operating Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Capital Improvement Operating Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Criminal Justice Operating Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Golf Operating Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 INTERNAL SERVICE FUNDS PROFIT AND LOSS Fleet Services Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Central Services Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Information Technology Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Facilities Operating Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Unemployment Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Workers Compensation Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Health and Employee Wellness Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 LEOFF 1 Retirees Benefits Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Liability Insurance Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Property Insurance Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 REVENUE AND EXPENSE SUMMARIES Monthly Comparison 2010,2011,2012 and 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 System Reports General Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Special Revenue Operating Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Debt Service Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Water Utility Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Sewerage Utility Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Golf Course Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Internal Services-excluding Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Insurance Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Street Capital Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Parks Capital Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Other Capital Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Technology Capital Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Facilities Capital Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Water Capital Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Sewerage Capital Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 17 City Of Kent Monthly Financial Summary February 2014 General Fund Summary Using information available thru February, ending fund balance is estimated to increase by 1.2 million and end the year at nearly $10.3 million, which includes: • General Fund reserves of $7.5 million, or 12.7% • Contingency for Unanticipated Costs of $1.5 million • $1.3 million restricted for annexation. In addition, there is currently $424,000 in the Strategic Opportunities Fund. Revenues Overall revenues are currently coming in about $300,000, or .4% above budget. Highlights include: • Sales Tax and Utility Tax are trending about .3% above budget, for a total of $100,000. • Building Permits and Plan Check Fees revenues remain strong, currently running nearly $200,000 above budget, or 5.4%. Expenditures Expenditures are currently trending about $265,000 below budget, or .4%. 18 General Fund Revenues (excluding Annexation) 12,000,000 10,000,000 �r 8,000,000 6,000,000 4,000,000 2,000,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual 13 Act I14Ac[ ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 3,358,007 3,802,504 5,090,165 10,591,647 5,364,940 4,603,295 3,707,056 3,162,420 5,241,646 10,029,389 4,269,848 4,904,839 14 Bud 3,378,854 3,776,424 5,482,641 10,860,198 5,447,640 4,583,690 3,427,288 2,980,690 4,733,172 10,647,479 4,367,760 4,223,058 14 Pct 4,115,588 3,986,045 +/- 736,733 209,621 Put+/- 21.8% 5.6% General Fund Revenues (excluding Annexation) 70,000,000 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud Cumulative Budget vs Actual '"'13AG t14Ac[ ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 3,358,007 7,160,511 12,250,676 22,842,323 28,207,263 32,810,558 36,517,614 39,680,034 44,921,680 54,951,069 59,220,917 64,125,756 14 Bud 3,378,854 7,155,278 12,637,920 23,498,118 28,945,758 33,529,448 36,956,736 39,937,426 44,670,599 55,318,078 59,685,838 63,908,896 14 Pct 4,115,588 8,101,632 +/- 736,733 946,354 Put+/- 21.8% 13.2% 19 General Fund Expenditures (excluding Annexation) 7,000,000 6,000,000 din. 5,000,000 �„...uw�'"""" (ii ° 4,000,000 /l11tuf 3,000,000 2,000,000 1,000,000 p Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual 0 13 Act �14 Act ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 4,020,154 4,407,030 4,530,859 4,629,351 5,229,138 4,431,382 4,942,990 4,615,412 4,665,982 4,768,066 5,011,658 5,972,864 14 Bud 4,639,651 4,880,386 4,411,838 4,963,478 5,061,450 4,727,114 5,447,696 4,699,039 5,063,293 4,911,384 5,414,633 5,232,685 14 Pct 4,348,586 4,598,714 +/- (291,065) (281,672) Put+/- -6.3% -5.8% General Fund Expenditures (excluding Annexation) 70,000,000 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud Cumulative Budget vs Actual '"'13AG t14Ac[ ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 4,020,154 8,427,184 12,958,043 17,587,394 22,816,532 27,247,914 32,190,904 36,806,316 41,472,299 46,240,365 51,252,023 57,224,887 14 Bud 4,639,651 9,520,037 13,931,874 18,895,353 23,956,803 28,683,917 34,131,613 38,830,652 43,893,945 48,805,329 54,219,962 59,452,647 14 Pct 4,348,586 8,947,300 +/- (291,065) (572,736) Put+/- -6.3% -6.0% 20 Property Tax (excluding Annexation) 8,000,000 7,000,000 %l 6,000,000 5,000,000 4,000,000 0 3,000,000 2,000,000 / v— / l�nq, t IPIr 1,000,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual 13 Act �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 6,606 107,689 523,185 6,657,367 1,637,359 66,176 34,197 52,420 375,365 6,551,258 1,101,267 143,256 14 Bud 0 133,066 472,549 6,778,978 1,685,640 68,074 33,541 79,402 339,305 6,559,967 1,346,862 99,062 14 Pct 6,635 114,131 +/- 6,635 (18,935) Put+/- 0.0% -14.2% Property Tax (excluding Annexation) 20,000,000 18,000,000 16,000,000 14,000,000 12,000,000 / 10,000,0008,000,000 6,000,000 4,000,000 / 2,000,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud Cumulative Budget vs Actual °'""13AG �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 6,606 114,295 637,481 7,294,848 8,932,207 8,998,384 9,032,581 9,085,001 9,460,366 16,011,624 17,112,891 17,256,147 14 Bud 0 133,067 605,616 7,384,594 9,070,234 9,138,308 9,171,849 9,251,251 9,590,556 16,150,523 17,497,385 17,596,447 14 Pct 6,635 120,766 +/- 6,635 (12,301) Put+/- 0.0% -9.2% 21 Sales Tax (excluding Annexation) 2,500,000 2,000,000 �Ji,, /�, n 1,500,000 ul «o/ 1,000,000 �, " %ie ,,,,,m �/uvnr , iyq, 500,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual f�t 13 Act .14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 889,656 1,124,015 2,017,041 806,374 953,321 2,103,539 1,009,068 996,220 2,246,916 964,203 1,013,466 2,311,648 14 Bud 867,441 1,162,818 2,006,726 805,730 961,745 2,069,288 910,966 981,955 2,148,974 935,288 1,003,054 2,186,608 14 Pct 894,191 1,189,896 +/- 26,750 27,078 put+/- 3.1% 2.3% Sales Tax (excluding Annexation) 18,000,000 16,000,000 ,,, 14,000,000 m4Ar, 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud Cumulative Budget vs Actual """'13AG �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 889,656 2,013,672 4,030,713 4,837,087 5,790,407 7,893,946 8,903,014 9,899,234 12,146,150 13,110,353 14,123,819 16,435,466 14 Bud 867,441 2,030,259 4,036,985 4,842,715 5,804,460 7,873,748 8,784,713 9,766,668 11,915,642 12,850,931 13,853,985 16,040,593 14 Pct 894,191 2,084,087 +/- 26,750 53,828 pct 3.1% 2.7% 22 Utility Tax (excluding Annexation) 2,000,000 1,800,000 1,600,000 Il/Oo 1,400,000 , �--/iia 1,200,000 0 '.7.'. 1,000,000 800,000 600,000 400,000 200,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud Monthly Budget vs Adjusted Actual 13Att .14Att ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 P t 1,677,539 1,340,166 1,302,161 1,506,646 1,253,588 1,146,707 1,366,431 1,177,282 1,449,242 1,389,184 1,312,619 1,187,043 14 Bud 1,758,508 1,363,362 1,346,401 1,586,461 1,238,407 1,243,499 1,452,818 1,135,724 1,376,790 1,264,726 1,235,164 1,085,972 14 P t 1,805,030 1,431,207 +/- 46,522 67,845 Pct+/- 2.6% 5.0% Utility Tax (excluding Annexation) 18,000,000 16,000,000 14,000,000 12,000,000 ,",/ n^ ' 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud ✓. 13Att Cumulative Budget vs Actual 14Att ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 P t 1,677,539 3,017,705 4,319,866 5,826,512 7,080,100 8,226,807 9,593,239 10,770,520 12,219,762 13,608,947 14,921,566 16,108,609 14 Bud 1,758,508 3,121,870 4,468,271 6,054,732 7,293,139 8,536,638 9,989,455 11,125,179 12,501,969 13,766,695 15,001,859 16,087,831 14 P t 1,805,030 3,236,237 +/- 46,522 114,367 Pct+/- 2.6% 3.7% 23 Building Permits (excluding Annexation) 350,000 300,000 nn 250,000 rrn Y01 l! %m 150,000 �71P 100,000 50,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual -u 13 Alt �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 77,108 196,379 209,153 213,511 271,096 324,478 255,066 163,164 216,429 187,657 192,866 122,432 14 Bud 152,006 160,347 217,018 241,974 252,472 270,663 260,805 230,285 195,256 170,571 153,246 124,734 14 Pct 197,974 148,496 +/- 45,967 (11,851) Put+/- 30.2% J.4% Building Permits (excluding Annexation) 3,000,000 2,500,000 2,000,000 ,���,,, 1,500,000 1,000,000 500,000 p Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Cumulative Budget vs Actual �.-13Ac[ �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 77,108 2]3,48] 482,640 696,151 967,247 1,291,725 1,546,791 1,709,955 1,926,384 2,114,041 2,306,908 2,429,339 14 Bud 152,006 312,353 529,371 771,345 1,023,817 1,294,480 1,555,285 1,785,570 1,980,826 2,151,397 2,304,643 2,429,377 14 Pct 197,974 346,469 +/- 45,967 34,116 Put+/- 30.2% 10.9% 24 Plan Check Fees (excluding Annexation) 600,000 5 00,000 400,000 //4/m 9"� m�,b 200,000 1�1, , � /OJ,���,,,, % �; Dig 100,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual .13Ac[ �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 P t 181,841 190,940 291,904 145,764 293,145 319,439 165,345 160,581 153,065 186,653 191,967 203,691 14 Bud 162,218 202,780 226,463 239,120 267,864 281,596 208,320 189,727 168,946 168,560 151,439 133,698 14 P t 181,841 561,764 +/- 246,068 358,983 Put+/- 151.7% 177.0% Plan Check Fees (excluding Annexation) 3,000,000 2,500,000 2,000,000 1,500,000 500,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud Cumulative Budget vs Actual """'13AG �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 P t 181,841 372,782 664,686 810,450 1,103,595 1,423,034 1,588,378 1,748,960 1,902,024 2,088,677 2,280,644 2,484,335 14 Bud 162,218 364,998 591,461 830,581 1,098,444 1,380,041 1,588,360 1,778,088 1,947,033 2,115,593 2,267,032 2,400,730 14 P t 181,841 743,605 +/- 19,624 378,607 Put+/- 12.1% 103.7% 25 Recreation Fees (excluding Annexation) 250,000 200,000 / �o 100,000 ✓ 50,000 ,�,,, ,//i/i. .. llir� ,dlM 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual f�e 13 Act .14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 146,178 46,730 93,362 200,494 75,294 54,760 157,061 90,541 164,659 52,443 27,660 49,260 14 Bud 133,062 30,041 88,692 209,984 78,904 50,068 161,067 107,545 163,499 54,177 38,244 84,039 14 Pct 158,329 35,116 +/- 25,267 5,074 put+/- 19.0% 16.9% Recreation Fees (excluding Annexation) 1,400,000 1,200,000 1,000,000 800,000 R 600,000 c„ 400,000 200,000 6l 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud Cumulative Budget vs Actual k 13Aa �14A t ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 146,178 192,909 286,270 486,764 562,058 616,818 773,879 864,420 1,029,079 1,081,522 1,109,182 1,158,442 14 Bud 133,062 163,103 251,795 461,779 540,683 590,751 751,818 859,362 1,022,861 1,077,038 1,115,282 1,199,321 14 Pct 158,329 193,444 +/- 25,267 30,341 pct+/- 19.0% 18.6% 26 Fines & Forfeitures (excluding Annexation) 250,000 200,000 150,000 %m 100,000 50,000 p Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual .. "", . 14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 P t 118,540 102,708 190,741 117,167 153,213 131,229 129,367 106,243 151,391 113,755 107,700 101,946 14 Bud 115,747 132,555 167,915 134,256 133,122 134,472 121,990 128,816 128,983 122,171 125,806 106,596 14 P t 132,282 145,467 +/- 16,534 12,912 Put+/- 14.3% 9.7% Fines & Forfeitures (excluding Annexation) 1,800,000 1,400,000 1,600,000 1,200,000 ,.. ��„ , ,,,,,,,, 1,000,000 800,000 600,000 400,000 200,000 *, p Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud 13AR Cumulative Budget vs Actual �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 P t 118,540 221,248 411,989 529,156 682,368 813,597 942,964 1,049,208 1,200,599 1,314,354 1,422,054 1,524,000 14 Bud 115,747 248,302 416,217 550,473 683,595 818,067 940,057 1,068,873 1,197,856 1,320,027 1,445,833 1,552,429 14 P t 132,282 277,749 +/- 16,534 29,447 Put+/- 14.3% 11.9% 27 B & O Revenues (excluding General Fund) 1,600,000 1,400,000 1,200,000 800,000 S; 1,000,000 0 600,000 i 11 00 400,000 /� 1� �lll7 -----U 200,000 0 ....1 .p... p 1 1 .... p ...1 1..,,' /o, p p 1 ,.....1 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual � �aaAct �14Act ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 393,416 231,980 1,096,543 386,095 55,057 933,287 226,941 1,350,733 14 Bud 0 0 0 940,000 235,000 0 940,000 235,000 0 940,000 235,000 1,175,000 14 Pct +/- 0 0 Put+/- B & O Revenues (excluding General Fund) 5,000,000 4,500,000 4,000,000 3,500,000 3,000,000 2,500,000 2,000,000 „y 1,500,000 1,000,000 I' 0 ,,,,.,,r Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud Cumulative Budget vs Actual H,.11A1t �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 0 0 0 0 393,416 625,396 1,721,939 2,108,034 2,163,090 3,096,377 3,323,319 4,674,052 14 Bud 0 0 0 940,000 1,175,000 1,175,000 2,115,000 2,350,000 2,350,000 3,290,000 3,525,000 4,700,000 ' 14 Pct 0 0 +/- 0 0 Put+/- *Does not include$300,000 General Fund Amount 28 Water Operating Revenues (excluding Annexation) 2,500,000 2,000,000 1,500,000 A �lll 1,000,000 ��l.......................,mr, 500,000 p Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual .. "", . 14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 P t 1,387,570 1,031,007 1,096,391 1,103,113 1,404,702 1,455,984 2,032,444 1,751,009 2,235,360 1,245,803 1,240,046 1,023,411 14 Bud 1,412,707 1,066,954 1,108,976 1,119,109 1,415,032 1,475,101 1,836,383 1,793,795 2,197,628 1,333,402 1,239,847 1,224,692 14P t 1,455,353 1,118,686 +/- 42,646 51,732 Pc +/- 3.0% 4.8% Water Operating Revenues (excluding Annexation) 20,000,000 18,000,000 16,000,000 14,000,000 12,000,000 n" 10,000,000 8,000,000 6,000,000 4,000,000 r 2,000,000 ,.. p Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud 13AR Cumulative Budget vs Actual �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 P t 1,387,570 2,418,577 3,514,968 4,618,081 6,022,783 7,478,767 9,511,210 11,262,219 13,497,579 14,743,382 15,983,428 17,006,839 14 Bud 1,412,707 2,479,661 3,588,637 4,707,745 6,122,778 7,597,879 9,434,262 11,228,057 13,425,685 14,759,087 15,998,934 17,223,626 14P t 1,455,353 2,574,038 +/- 42,646 94,377 Pc +/- 3.0% 3.8% 29 Sewer and Drainage Operating Revenues (excluding Annexation) 4,500,000 4,000,000 i A amv, %//,,n,M �n�3,500,000 ... I a r�� 3,000,000 / � '. 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual 13 Act I14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 3,804,787 3,182,946 3,378,914 3,638,900 3,442,025 3,292,346 4,044,226 3,293,735 3,601,943 3,678,513 3,519,217 3,199,905 14 Bud 3,872,807 3,270,131 3,474,374 3,700,363 3,545,173 3,424,518 4,028,491 3,453,074 3,746,718 3,638,180 3,448,681 3,552,703 14 Pct 3,804,787 3,641,573 +/- (68,020) 371,443 Put+/- -1.8% 11.4% Sewer and Drainage Operation Revenues (excluding Annexation) 50,000,000 45,000,000 40,000,000 35,000,000 30,000,000 25,000,000 20,000,000 15,000,000 <dn„iL 10,000,000 5,000,000 mom, p p ....p p... p ..0. ....I Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud 13AR Cumulative Budget vs Actual �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 3,804,787 6,987,733 10,366,646 14,005,546 17,447,571 20,739,918 24,784,144 28,077,879 31,679,822 35,358,335 38,877,551 42,077,456 14 Bud 3,872,807 7,142,938 10,617,312 14,317,674 17,862,847 21,287,365 25,315,856 28,768,930 32,515,648 36,153,828 39,602,509 43,155,212 14 Pct 3,804,787 7,446,360 +/- (68,020) 303,422 Put+/- -1.8% 4.2% 30 Golf Operating Revenues (excluding Annexation) 500,000 45 0,000 400,000 350,000 444 300,000 250,000 /%'� 200,000 4,c... A w„ 150,000 „ 100,000 50,000 `* Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14 Bud Monthly Budget vs Adjusted Actual 13 Act I14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 71,129 108,922 184,571 201,960 255,764 326,892 346,431 326,773 186,999 161,151 75,993 113,011 14 Bud 92,281 129,075 186,256 271,833 314,960 395,330 454,944 438,064 279,049 206,440 112,233 148,528 14 Pct 74,637 80,766 +/- (17,644) (48,309) put -19.1% -37.4% Golf Operating Revenues (excluding Annexation) 3,500,000 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 14Bud Cumulative Budget vs Actual k 13Aa �14AR ]an Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 13 Pct 71,129 180,051 364,622 566,583 822,347 1,149,238 1,495,670 1,822,443 2,009,442 2,170,592 2,246,586 2,359,597 14 Bud 92,281 221,356 407,612 679,445 994,405 1,389,736 1,844,680 2,282,744 2,561,793 2,768,233 2,880,466 3,028,994 14 Pct 74,637 155,403 +/- (17,644) (65,953) pct -19.1% -29.8% 31 GENERALFUND including Annexation As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Fund Balance 4,129,976 8,468,529 9,498,730 Revenues Taxes: Property 20,125,761 20,527,820 153,377 20,569,116 Sales Tax 20,687,615 20,234,460 2,939,164 20,297,536 Utility 19,119,138 19,071,967 3,787,347 19,119,647 Other 1,101,844 1,057,905 21,405 1,047,905 Business and Occupation Tax 299,907 300,000 303,600 Licenses and Permits 3,688,707 3,669,971 832,114 3,866,345 Intergovernmental Revenue 2,562,646 2,372,929 233,378 2,372,929 Charges for Services 5,125,968 5,029,870 1,202,497 5,029,870 Fines and Forfeitures 1,493,381 1,552,429 163,671 1,536,905 Miscellaneous Revenue 1,300,392 1,282,014 231,191 1,262,014 Transfers In 1,036,877 1,006,524 1,006,524 TOTAL REVENUES 76,542,236 76,105,889 9,564,144 76,412,391 Expenditures Salaries & Benefits 48,072,286 49,745,675 9,527,781 49,677,631 Supplies 2,264,449 3,416,487 300,100 3,321,099 Services & Charges 26,823,039 26,454,917 3,650,212 26,353,937 Capital Outlay 10,499 Cost Allocations (9,988,159) (8,280,834) (1,135,478) (8,280,834) Transfers Out 3,991,369 4,134,673 4,134,673 TOTAL EXPENDITURES 71,173,482 75,470,918 12,342,615 75,206,506 Net Revenues less Expenditures 5,368,753 634,971 (2,778,471) 1,205,885 Strategic Opportunities Fund * 424,012 Ending Fund Balance 9,498,730 9,103,500 (2,778,471) 10,280,603 Comprised of: General Fund Reserves 6,146,501 7,366,019 7,512,674 10.7% 12.4% 12.7% Contingency for Unanticipated Costs 1,500,000 1,500,000 1,500,000 Restricted for Annexation 1,852,229 237,481 1,267,929 * Council has expressed a commitment to use the amount that would normally go into the Strategic Opportunities Fund to pay down internal debt. As a result, this amount is expected to be transferred to the Capital Improvement Fund. 32 STREET OPERATING FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Fund Balance 275,044 237,517 704,890 Revenues Fuel Tax - Unrestricted 1,912,362 1,905,592 308,044 1,905,592 Water Utility Tax 169,737 172,436 25,723 172,436 Sewer Utility Tax 245,997 238,182 42,745 238,682 Drainage Utility Tax 173,332 178,433 31,655 178,433 Electric Utility Tax 1,158,501 1,131,040 237,777 1,131,040 Gas Utility Tax 364,075 378,210 105,968 378,210 Garbage Utility Tax 231,277 207,925 40,690 207,925 Telephone Utility Tax 636,971 689,618 110,366 679,618 Business &Occupation Tax 4,674,052 4,700,000 4,700,000 Miscellaneous Revenues 27,302 70 3,487 70 Total Revenues 9,593,607 9,601,506 906,456 9,592,006 Total Resources 9,868,651 9,839,023 906,456 10,296,896 Expenditures &Transfers Debt Service PW Trust Fund Loan 752,069 823,391 823,391 GO Refund (96) 2004 139,507 151,089 151,089 GO Refund 2005 (93,95,00,96TF) 114,714 112,485 112,485 LTGO Bonds 2008 466,921 472,025 472,025 LTGO Bonds 2009 207,107 207,637 207,637 GO Refund 2012 (2000/2002) 600,022 713,250 713,250 Total Debt Service 2,280,340 2,479,877 2,479,877 Operating Costs Street Utility Operations 1,573,555 1,700,976 120,972 1,573,555 Street Tree Maintenance Program 189,686 272,358 28,663 189,686 Engineering Services Allocation 265,180 265,180 44,197 265,180 Total Operating Costs 2,028,421 2,238,514 193,832 2,028,421 Arterials B &O Street Capital 2,550,000 4,700,000 4,700,000 256th Imps (Kent Kangley-116th) 2,000,000 Street Light Repair 150,000 Closed and other Arterial Projects 14,710 Total Arterials 4,714,710 4,700,000 4,700,000 Other Improvements Mero Transit Services 155,000 155,000 155,000 Closed and Other Improvements (14,710) Total Other Improvements 140,290 155,000 155,000 Total Effective Transportation System 6,883,421 7,093,514 193,832 6,883,421 Total Expense &Transportation 9,163,761 9,573,391 193,832 9,363,298 Change In Fund Balance 429,846 28,115 712,623 228,708 Ending Fund Balance 704,890 265,632 712,623 933,597 33 LODGING TAX OPERATING FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Fund Balance 95,397 110,839 110,839 Revenues Lodging Tax 217,618 196,812 25,886 196,812 Miscellaneous Income 85 50 23 50 Total Revenues 217,703 196,862 25,909 196,862 Total Resources 313,099 307,701 25,909 307,701 Expenditures Seattle Southside Visitor Services 60,000 60,000 60,000 Tourism Unallocated 10,000 20,000 20,000 Tourism Chamber 18,500 18,500 4,625 18,500 ShoWare Marketing 35,000 60,000 60,000 Branding Activities 20,000 44 20,000 Total Expenditures 123,500 178,500 4,669 178,500 Transfers Out - Showare Center Marquee (4,064) Total Expenditures and Transfers 119,436 178,500 4,669 178,500 Change in Fund Balance 98,266 18,362 21,239 18,362 Ending Fund Balance 193,663 129,201 21,239 129,201 34 YOUTH/TEEN PROGRAMS OPERATING FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual BEGINNING FUND BALANCE 86,458 85,988 157,337 REVENUES Utility Taxes: Water 50,921 51,731 7,717 50,635 Sewer 73,799 71,455 12,824 74,296 Drainage 51,999 57,650 9,497 56,980 Electric 347,550 339,244 71,333 339,244 Gas 109,223 113,399 31,791 113,399 Garbage 69,383 62,442 12,207 70,077 Telephone 191,091 206,885 33,110 198,658 Miscellaneous Revenues 338 255 4 271 TOTAL REVENUES 894,305 903,061 178,481 903,559 TOTAL RESOURCES 980,763 989,049 178,481 1,060,897 EXPENDITURES Transfer Out - General Fund Teen Programs 781,426 856,524 856,524 Teen Golf Program 42,000 42,000 42,000 TOTAL EXPENDITURES (TRANSFERS) 823,426 898,524 898,524 Change In Fund Balance 70,879 4,537 178,481 5,035 ENDING FUND BALANCE 157,337 90,525 178,481 162,373 35 CAPITAL IMPROVEMENT OPERATING FUND Including Both Portions of Estate Excise Taxes As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Total Beginning Fund Balance (11,082,376) (7,055,821) (7,426,649) Revenues &Other Fin Sources Sales Tax 4,841,673 4,874,950 873,887 4,890,090 Utility Tax 1,178,131 1,218,674 200,246 1,218,674 Real Estate Excise Tax 1,875,994 1,548,819 145,834 1,548,819 Real Estate Excise Tax-2nd Qtr 1,875,994 1,548,819 145,834 1,548,819 Real Estate Excise Tax-St Percent 85,959 7,275 7,275 Miscellaneous Revenues 1,086 3,978 134 134 Excess B&O Tax Over$5m 175,212 Sale of Property 1,827,862 3,500,000 87,799 3,500,000 Transfer In - GF 2,361,219 2,259,600 2,259,600 Total Rev/Other Fin Sources 14,223,131 14,954,840 1,461,010 14,973,411 Total Resources 3,140,756 7,899,019 1,461,010 7,546,762 Expenditures (Transfers) Debt Service Non-Voted Debt Service 1,179,443 1,218,674 122 1,218,674 Valley Communications 204,880 229,280 229,280 LTGO/Taxable Bonds 2003 666,276 186,491 186,491 GO Refund (96) 2004 1,480,875 1,603,821 1,603,821 GO Refund 2005 (93,95,00,96TF) 191,579 187,857 187,857 LTGO Bonds 2006 758,000 1,246,000 1,246,000 LTGO Bonds 2008 1,306,679 1,324,575 1,324,575 GO Refund 2009 (Part 1999) 721,268 723,120 723,120 GO Refund 2012 (2000/2002) 747,258 645,377 645,377 ShoWare Debt Service 2,804,475 2,400,000 2,400,000 Subtotal Debt Service 10,060,733 9,765,195 122 9,765,195 Information Technology RAIN 10,645 ALPR 29,558 Closed and Other IT Projects (43,334) Subtotal Information Technology (3,131) 0 0 0 Parks Lifecycle Parks System 105,102 500,000 500,000 Eagle Scout Projects 56,687 Adopt-a-Park Program 39,296 Urban Forestry 51,586 Closed and Other Parks Projects (2,671) Subtotal Parks 250,000 500,000 0 500,000 Other Event Center Lifecycle 300,000 300,000 300,000 Closed and Other Projects (40,197) Subtotal Other 259,803 300,000 0 300,000 Total Expenditures (Transfers) 10,567,405 10,565,195 122 10,565,195 Change in Fund Balance 3,655,726 4,389,645 1,460,888 4,408,216 Total Ending Fund Balance (7,426,649) (2,666,176) 1,460,888 (3,018,433) 36 CRIMINAL JUSTICE OPERATING FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Fund Balance 650,437 738,577 1,057,804 Revenues Sales Tax - Local Option (1) 2,077,598 1,942,648 389,336 2,074,709 MVET - Basic Crime 108,364 104,136 27,655 112,300 MVET - Special Programs 84,428 80,747 21,540 86,597 Miscellaneous Revenues 597 200 111 111 Total Revenues 2,270,987 2,127,731 438,643 2,273,718 Total Resources 2,921,424 2,866,308 438,643 3,331,522 Expenditures Law Salaries & Benefits 548,995 569,121 94,322 565,930 Supplies 9,786 30,922 991 19,462 Services & Charges 12,783 22,453 2,152 13,765 Domestic Violence Salaries & Benefits 138,608 144,277 25,703 154,219 Services &Charges 8,320 8,361 910 8,486 KYFS - Youth Violence Prevention Services &Charges 25,000 25,000 25,000 Police Salaries & Benefits 986,045 1,415,576 213,483 1,280,897 Supplies 49,114 93,476 3,781 42,174 Services &Charges 41,856 137,056 10,211 69,773 Total Expenditures 1,820,508 2,446,242 351,552 2,179,706 Transfers Out 43,112 16,500 16,500 Total Expenditures and Transfers 1,863,620 2,462,742 351,552 2,196,206 Increase (Decrease) In Fund Balance 407,367 (335,011) 87,091 77,512 Ending Fund Balance 1,057,804 403,566 87,091 1,135,316 (1) Council resolution allocated 11% of Criminal Justice sales tax to Domestic Violence. 37 GOLF OPERATING FUND As of February 28, 2014 2013 2014 2014 2014 Actuals Budget YTD Est Actual Beginning Working Capital (2,395,200) (2,494,183) (2,654,094) 18 Hole Course Operating Revenues Green Fees 1,007,755 1,338,000 46,986 1,000,683 Cart &Club Rentals 162,852 204,000 6,188 175,154 Restaurant Lease 50,444 60,000 3,500 50,305 1,221,051 1,602,000 56,674 1,226,141 Direct Operating Expenditures 1,263,009 1,365,157 149,953 1,282,426 18 Hole Course Net Income/(Loss) (41,958) 236,843 (93,279) (56,285) Par 3 Course Operating Revenues Green Fees 214,921 281,000 8,522 211,471 Cart &Club Rentals 10,296 14,000 257 9,535 Food & Beverage Sales 11,793 20,000 495 12,181 237,010 315,000 9,274 233,187 Direct Operating Expenditures 257,596 260,934 36,975 250,209 Par 3 Course Net Income/(Loss) (20,586) 54,066 (27,701) (17,022) Driving Range/Merchandise Center Operating Revenues Driving Range Fees 414,048 470,000 45,059 439,084 Mini Putt Fees 37,573 48,000 1,003 37,573 Lesson Fees 75,522 110,000 7,805 90,280 Cart &Club Rentals 1,579 7 1,540 Food & Beverage Sales 32,790 35,000 1,655 34,641 Merchandise Sales 389,659 508,994 37,338 436,350 951,171 1,171,994 92,868 1,039,469 Direct Operating Expenditures 712,097 1,017,223 59,137 757,764 DR/Merchandising Net Income/(Loss) 239,074 154,771 33,730 281,705 Net Operating Income/(Loss) 176,530 445,680 (87,250) 208,398 Other Operating Revenue/(Expenses) Internal Services * (361,706) (382,477) (66,764) (385,577) Bank Charges/Armored Car Fees (40,671) (41,565) (2,068) (39,941) Other Operating (10,558) (19,412) (291) (10,745) (412,934) (443,454) (69,123) (436,264) Adjusted Operating Income/(Loss) (236,404) 2,226 (156,373) (227,866) Non-Operating Revenues (Expenses) Admissions Tax to General Fund (68,184) (3,086) (9,514) Non-Operating Revenues (Expenses) ** 45,694 25,350 3,807 28,668 (22,490) 25,350 721 19,155 Net Change in Working Capital (258,894) 27,576 (155,652) (208,711) Ending Working Capital (2,654,094) (2,466,607) (155,652) (2,862,805) * Internal Services includes: Finance, HR, Law, Fleet, IT, Facilities and Property/Liability Insurance ** Other Non-Operating includes: interfund loan interest, repair assets, cell tower lease and penalties related to the restaurant contract. 38 FLEET SERVICES FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital 1,866,304 1,393,225 2,387,163 Operating Revenue Fleet Operations 3,154,998 3,309,555 557,500 3,309,555 Fleet Replacement 795,109 1,042,850 174,185 1,042,850 Sale of Property (20,712) Miscellaneous Revenues 2,899 13,835 397 13,835 Total Operating Revenue 3,932,295 4,366,240 732,082 4,366,240 Total Resources 5,798,598 5,759,465 732,082 6,753,403 Expenditures Salaries & Benefits 836,243 840,553 137,689 840,553 Supplies 1,379,665 1,615,815 116,897 1,615,815 Services 782,578 784,340 98,350 784,340 Capital Outlay 412,816 500,000 58,004 500,000 Total Expenditures 3,411,302 3,740,708 410,941 3,740,708 Transfers Out 134 Total Expenses and Transfers 3,411,436 3,740,708 410,941 3,740,708 Net Change In Working Capital 520f859 625,532 321,141 625,532 Total Working Capital 2,387,163 2,018,757 321,141 3,012,695 39 CENTRAL SERVICES FUND As of Feruary 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital (168,200) (39,914) (87,039) REVENUE Central Stores 127,313 222,183 22,222 133,329 Postage 174,545 301,610 27,107 232,415 Transfers In 120,882 Total Revenue 422,740 523,793 49,329 365,744 Total Resources 254,540 483,879 49,329 278,706 EXPENSE Central Stores 120,160 211,603 11,841 122,563 Postage 202,057 287,248 49,937 205,614 Central Services 19,361 19,555 3,259 19,555 Total Expense 341,578 518,406 65,038 347,733 Net Operating Income 81,162 5,387 (15,709) 18,012 Ending Working Capital (87,039) (34,527) (15,709) (69,027) 40 INFORMATION TECHNOLOGY FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital 570,140 1,393,225 1,114,999 Revenues Contributions & Other 4,062,662 4,618,812 750,038 4,618,812 Utility Tax 1,363,668 1,045,200 230,404 1,045,200 Intergovernmental - RFA 455,684 452,893 452,893 Technology Fees 455,161 389,308 94,420 389,308 Total Revenue 6,337,175 6,506,213 1,074,862 6,506,213 Total Resources 6,907,315 7,899,438 1,074,862 7,621,212 Expenditures Computer Systems Salaries & Benefits 707,262 825,289 102,501 805,289 Supplies 16,885 4,032 8,205 8,205 Services & Charges 866,400 784,517 263,347 779,517 Subtotal 1,590,548 1,613,838 374,053 1,593,011 Tech Services Salaries & Benefits 1,093,514 1,263,404 177,794 1,238,404 Supplies 46,822 53,178 19,080 53,178 Services & Charges 784,559 1,157,738 216,682 1,157,738 Subtotal 1,924,895 2,474,320 413,556 2,449,320 Printing/Graphics/Cable TV Salaries & Benefits 666,030 690,317 113,847 690,317 Supplies 57,355 78,479 4,666 78,479 Services & Charges 247,585 396,974 (14,700) 396,974 Subtotal 970,971 1,165,770 103,813 1,165,770 Total Operating Expense 4,486,414 5,253,928 891,421 5,208,101 Transfers Out-LT Lifecycle 1,305,902 1,247,808 94,420 1,247,808 Total Exp & Transfers 5,792,316 6,501,736 985,841 6,455,909 Net Income 544,859 4,477 89,021 50,304 Ending Working Capital 1,114,999 1,397,702 89,021 1,165,303 41 FACILITIES OPERATING FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital 867,060 814,859 1,185,783 Operating Revenue Intergovernmental -RFA 866,487 843,316 146,080 843,316 Rental Fees - Internal 3,997,582 4,178,609 696,435 4,178,609 Leases 26,918 26,916 4,487 26,923 Miscellaneous Revenue 14,697 16,269 2,384 14,303 Total Revenue 4,905,684 5,065,110 849,386 5,063,152 Total Resources 5,772,744 5,879,969 849,386 6,248,934 Operating Expense Salaries and benefits 2,014,085 2,181,425 353,187 2,119,124 Supplies 284,997 360,176 53,161 318,967 Services and charges 11678,765 1,924,181 192,238 1,763,152 Capital outlay - Total Operating Expense 3,977,847 4,465,782 598,587 4,201,243 Other Financial Uses Transfers Out - Projects 500,000 570,000 570,000 Transfers Out - Debt 109,115 31,714 31,714 Total Non Operating Rev (Exp) 609,115 601,714 601,714 Total Expenses and Uses 4,586,962 5,067,496 598,587 4,802,957 Net Change In Working Capital 318,722 (2,386) 250f799 260,194 Ending Working Capital 1,185,783 812,473 250f799 1,445,977 42 UNEMPLOYMENT FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital 280,233 420,207 471,907 Revenues Contributions 378,004 402,324 62,675 376,052 Miscellaneous Revenue 483 250 75 250 Total Revenues 378,487 402,574 62,750 376,302 Total Resources 658,720 822,781 62,750 848,209 Expenditures Salaries & Benefits 20,291 24,605 3,323 19,936 Supplies 4,260 2,130 Claims Paid 1st Quarter 54,869 100,000 100,000 2nd Quarter 45,979 90,000 90,000 3rd Quarter 13,325 90,000 90,000 4th Quarter 49,552 90,000 90,000 Other Services & Charges 2,796 5,189 699 3,993 Total Expenditures 186,813 404,054 4,022 396,058 Net Income 191,674 (1,480) 58,729 (19,757) Ending Working Capital 471,907 418,727 58,729 452,150 43 WORKERS COMPENSATION FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital 693,747 1,070,540 702,401 Revenues Contributions 1,504,860 1,656,075 235,457 1,606,921 Miscellaneous Revenue 3,704 3,000 493 2,960 Total Revenue 11508,564 1,659,075 235,951 1,609,881 Total Resources 2,202,311 2,729,615 235,951 2,312,282 Expenditures Salaries & Benefits 81,168 108,636 13,290 79,741 Judgements & Damages 477,168 950,000 (5,577) 663,432 Ultimate Loss Adjustment 678,803 Liability Insurance 50,025 79,799 55,050 55,050 Intergovernmental Services 136,494 204,000 28,501 171,004 Administrative Expenses 64,788 54,853 13,389 61,363 Other Expenses 5,431 16,962 913 10,350 Safety Program 6,033 92,066 4,681 48,168 Total Expenditures 1,499,910 1,506,316 110,246 1,089,108 Net Income 8,654 152,759 125,704 520f773 Ending Working Capital 702,401 1,223,299 125,704 1,223,173 Claims Reserve* Reserve Amount 2,436,279 Actuary Recommended 1,818,032 'Claims reserve is not included in ending working capital. It is adjusted annually on December 31st. The variance between reserve amount booked and actuary recommended amount is due to a timing difference between when the actual entries must be made versus receipt of the actuary report. 44 HEALTH AND EMPLOYEE WELLNESS FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital 5,963,620 6,856,399 7,117,378 Revenues Contributions Blue Cross 9,255,996 8,572,758 1,266,590 8,977,842 Group Health 377,096 445,761 62,199 403,626 Employee Share Blue Cross 871,584 931,186 121,517 891,075 Group Health 54,350 58,250 8,306 56,598 RFA Contributions 99,719 COBRA 107,154 90,596 15,246 95,383 Miscellaneous 184,427 155,471 172,468 164,941 Total Revenue 10,950,327 10,254,022 1,646,325 10,589,466 Total Resources 16,913,946 17,110,421 1,646,325 17,706,844 Expenditures Salaries & Benefits 320,639 361,095 56,786 340,715 Blue Cross Claims 7,464,567 8,711,459 1,153,791 8,071,711 Blue Cross Admin Fees 386,618 417,274 66,245 397,468 Blue Cross Audit Fees 60,519 30,260 Delta Dental Claims 697,219 860,816 77,650 772,681 Delta Dental Admin Fees 45,854 48,316 11,182 48,146 Vision Service Plan Claims 83,672 95,021 10,291 86,037 Vision Service Plan Admin Fees 19,911 15,008 3,489 20,936 Stop Loss Fees 338,359 477,380 56,120 395,295 Stop Loss Reimbursements (20,885) (349,793) (180,383) Group Health Premiums 426,597 610,959 70,505 510,117 COBRA Medical Expenses 12,639 296 296 IBNRAdjustment (82,300) 61,700 61,700 Wellness 56,487 124,482 14,550 87,298 Other Professional Services 47,193 189,345 5,577 157,965 Total Expenditures 9,796,568 11,683,581 1,526,482 10,800,241 Change in Working Capital 1,153,759 (1,429,559) 119,844 (210,775) Ending Working Capital 7,117,378 5,426,840 119,844 6,906,603 IBNR 863,400 753,100 753,100 753,100 Target Fund Bal @ 2 X IBNR 1,726,800 1,506,200 1,506,200 1,506,200 Ending Working Capital Less 2 X IBNR 5,390,578 3,920,640 (1,386,356) 5,400,403 45 LEOFF 1 RETIREES BENEFITS FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital 699,508 598,392 912,201 Revenues Contributions 705,067 751,294 191,368 751,294 Contributions - Dependents 39,117 72,000 8,744 52,464 Miscellaneous Revenue 1,052 2,500 117 1,052 Total Revenues 745,236 825,794 200,229 804,810 Operating Transfers In 250,000 250,000 250,000 Total Resources 1,694,744 1,674,186 200,229 1,967,011 Expenditures Blue Cross Claims 530,975 814,122 72,957 634,325 Blue Cross Admin Fees 47,211 63,048 8,044 52,967 Delta Dental Claims 34,854 52,991 2,188 42,018 Delta Dental Admin Fees 5,194 4,869 1,295 5,261 Vision Service Plan Claims 4,793 7,813 582 5,918 Vision Service Plan Admin Fees 1,753 1,839 253 1,805 Stop Loss Reimbursements (25,000) (20,830) Stop Loss Fees 41,333 51,434 6,848 48,448 IBNR Adjustment (18,300) 5,300 2,368 Medical Reimbursements 129,015 191,416 17,692 162,789 Other Professional Services 5,714 16,505 5,891 10,192 Total Expenditures 782,543 1,184,337 115,751 945,262 Change in Fund Balance 212,693 (108,543) 84,479 109,549 Ending Working Capital 912,201 489,849 84,479 1,021,749 IBNR 67,100 34,400 34,400 34,400 Target Fund Bal @ 2 X IBNR 134,200 68,800 68,800 68,800 Ending Working Capital Less 2 X IBNR 778,001 421,049 15,679 952,949 46 LIABILITY INSURANCE FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital 2,187,087 2,928,533 3,590,860 Revenues Contributions 2,340,300 1,989,256 331,545 1,989,272 Miscellaneous Revenue 6,118 4,000 789 789 Total Revenues 2,346,418 1,993,256 332,334 1,990,060 Total Resources 4,533,505 4,921,789 332,334 5,580,920 Expenditures Insurance Premiums 140,868 840,000 31,831 840,000 Claims & Deductibles 687,359 755,737 703,350 691,946 Other Expenses 114,418 204,857 42,484 158,227 Total Expenditures 942,645 1,800,594 777,665 1,690,173 Net Income 1,403,773 192,662 (445,331) 299,888 Ending Working Capital 3,590,860 3,121,195 (445,331) 3,890,748 Claims Reserve* Reserve Amount 11478,030 Actuary Recommended 1,101,763 'Claims reserve is not included in ending working capital. It is adjusted annually on December 31 st. The variance between reserve amount booked and actuary recommended amount is due to a timing difference between when the actual entries must be made versus receipt of the actuary report. 47 PROPERTY INSURANCE FUND As of February 28, 2014 2013 2014 2014 2014 Actual Budget YTD Est Actual Beginning Working Capital 141,317 160,532 176,960 Revenues Contributions 562,455 568,080 94,680 568,080 Miscellaneous Revenue 53 100 Total Revenues 562,508 568,180 94,680 568,080 Total Resources 703,824 728,712 94,680 745,040 Expenditures Insurance Premiums 494,705 520,200 260,212 520,200 Property Claims/Deductibles 11,869 25,178 25,178 Other Expenses 20,291 24,605 3,323 20,903 Total Expenditures 526,864 569,983 263,534 566,281 Net Income 35,644 (1,803) (168,854) 1,799 Working Capital 176,960 158,729 (168,854) 178,759 Go v 000000000 0 00000000oo - - o o o o o o o 0 N O -! Iq -! -! 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E Q a > `o O m m o x m ,0 A m LL m Q U N N > O O O K O c OIQ F F f W f W 64 R55JCO21 City of Kent 4/3/2014 14:09:20 Fiscal Year: 14 Period: 2 Street Capital Projects Fund Page - 1 Budget Prior Years Fiscal YTD Prj to Date Variance % Beginning Fund Balance 12,936- 10,188.78- 10,188.78- 2,747.22- 78.76 Fund Balance Adjustments 2,747 2,747.00 Intergovernmental 34,250,608- 30,764,202.78- 23,946.37 30,740,256.41- 3,510,351.59- 89.75 Charges for Services 72,963- 102,002.18- 422.69- 102,424.87- 29,461.87 140.38 Miscellaneous Revenues 25,114,629- 16,972,605.02- 55,281.91- 17,027,886.93- 8,086,742.07- 67.80 Non Revenues 10,457,804- 10,482,432.31- 10,482,432.31- 24,628.31 100.24 Other Financing Sources 25,855,591- 26,278,410.80- 118,873.63- 26,397,284.43- 541,693.43 102.10 Operating Transfers In 17,069,329- 10,826,626.64- 10,826,626.64- 6,242,702.36- 63.43 Total Available Resources 112,831,113- 95,436,468.51- 150,631.86- 95,587,100.37- 17,244,012.63- 84.72 Unallocated Street Projects 15,783 41,096.00 41,096.00 25,313.00- 260.38 Street Mitigation Receipts 463,969 463,969.00 Street Light Wiring Upgrade 120,000 52,817.03 52,817.03 67,182.97 44.01 Street Light Repair 150,000 15,799.81 15,799.81 134,200.19 10.53 Misc Intersection Signals 200,000 124,788.87 124,788.87 75,211.13 62.39 Traffic Control Signal System 80,000 536.03 536.03 79,463.97 .67 Pedestrian Walkways 356,460 416,108.32 416,108.32 59,648.32- 116.73 Kent-Kangley Pedestrian Improv 414,997 85,711.09 890.97 86,602.06 328,394.94 20.87 Railroad Quiet Zone 52,807 4,727.37 4,727.37 48,079.63 8.95 108th &208th Intersection Imp 60,000 83,634.07 13,699.04 97,333.11 37,333.11- 162.22 Asphalt Overlays 2009 5,946,473 1,246,815.16 1,246,815.16 4,699,657.84 20.97 B&O Street Capital 2,550,000 1,222,852.19 42,854.69 1,265,706.88 1,284,293.12 49.64 Street Overlay&Misc Capital 246,626 52,951.09 52,951.09 193,674.91 21.47 Sidewalk Renovations 2008 1,799,316 1,495,636.62 1,495,636.62 303,679.38 83.12 Kent Station 3,693,318 3,989,621.32 3,989,621.32 296,303.32- 108.02 Downtown ITS Improvements 4,779,960 4,967,276.42 4,967,276.42 187,316.42- 103.92 84th Avenue Rehabilitation 7,379,096 7,028,877.80 1,490.44- 7,027,387.36 351,708.64 95.23 Lincoln Ave/Smith St Improv 867,017 870,966.43 870,966.43 3,949.43- 100.46 256th Street- 116th to 132nd 58,000 58,000.00 BNSF Grade Separation 19,877,044 19,770,415.45 1,025.36 19,771,440.81 105,603.19 99.47 Military/Reith Intersection 30,031 30,031.01 30,031.01 .01- 100.00 272nd Extension (KKto 256th) 7,914,662 6,666,324.60 6,666,324.60 1,248,337.40 84.23 Willis St UPRR/BNRR Grade Sepr 881,627 240,444.86 6,302.37 246,747.23 634,879.77 27.99 James Ave Impr(4th to UPRR) 2,909,838 2,885,959.66 2,885,959.66 23,878.34 99.18 256thlmps(KentKangley-116th) 5,100,000 2,623,151.56 176,641.55 2,799,793.11 2,300,206.89 54.90 212th UPRR/BN Grade Separation 116,972 17,903.64 45.65 17,949.29 99,022.71 15.34 LID 353 224th-228th Corridor 30,861,440 32,226,251.96 2,242.96 32,228,494.92 1,367,054.92- 104.43 224th-228th (EVH-88th) 11,749,340 1,947,018.79 18,130.22 1,965,149.01 9,784,190.99 16.73 196th Street-East-Mitigation 501,726 822.58 822.58 500,903.42 .16 East Hill Operations Center 3,542,369 1,591,972.04 5,843.55 1,597,815.59 1,944,553.41 45.11 72nd Ave Imps(S.196th-200th) 112,242 123,582.34 605.85 124,188.19 11,946.19- 110.64 Central Av(Willis-Green River) 5,000.81 5,000.81 5,000.81- Total Expenditures 112,831,113 89,823,558.08 272,328.61 90,095,886.69 22,735,226.31 79.85 65 R55JCO21 City of Kent 4/3/2014 14:09:20 Fiscal Year: 14 Period: 2 Street Capital Projects Fund Page - 2 Budget Prior Years Fiscal YTD Prj to Date Variance % Ending Balance 5 612 910.43- 12 6696.75 5 49 2213.68- 66 R55JCO21 City of Kent 4/3/2014 14:09:43 Fiscal Year: 14 Period: 2 Parks Capital Projects Fund Page - 1 Budget Prior Years Fiscal YTD Prj to Date Variance % Beginning Fund Balance 21,007- 21,005.82- 21,005.82- 1.18- 99.99 Intergovernmental 3,918,246- 3,402,213.48- 205,715.80- 3,607,929.28- 310,316.72- 92.08 Charges for Services 44- 43.84- 43.84- .16- 99.64 Miscellaneous Revenues 1,576,672- 1,597,323.94- 62,148.94- 1,659,472.88- 82,800.88 105.25 Operating Transfers In 7,121,134- 5,021,135.35- 5,021,135.35- 2,099,998.65- 70.51 Total Available Resources 12,637,103- 10,041,722.43- 267,864.74- 10,309,587.17- 2,327,515.83- 81.58 ARRA-Comm Putting Prev. to Wk 113,396 113,396.77 113,396.77 .77- 100.00 Parks FIL 199,809 199,809.17 199,809.17 .17- 100.00 Regional Trails/KC Levy 1,005,184 128,612.33 128,612.33 876,571.67 12.79 Boat Launch Fees 40,167 6,248.27 2,117.03 8,365.30 31,801.70 20.83 Wilson Playfields Turf Replace 1,300,000 4,000.00 4,000.00- 1,300,000.00 Lake Fenwick 143,137 143,136.86 143,136.86 .14 100.00 Paths and Trails 145,245 86,040.04 86,040.04 59,204.96 59.24 Adopt-a-Park Program 514,873 470,892.32 4,036.80 474,929.12 39,943.88 92.24 Street Tree Replacements 127,677 107,070.77 107,070.77 20,606.23 83.86 Rental Houses Demolition 189,636 169,553.75 169,553.75 20,082.25 89.41 Big Blue Mobile Computer Lab 45,000 13,044.22 13,044.22 31,955.78 28.99 Light Pole Replacement 820,592 444,581.46 140.16 444,721.62 375,870.38 54.20 Eagle Scout Projects 212,377 210,466.27 5,015.33 215,481.60 3,104.60- 101.46 Multi-use Ballfields/KSD 70,000 22,946.46 22,946.46 47,053.54 32.78 Earthworks Stairs 226,697 226,697.45 226,697.45 .45- 100.00 Park Lifecycle Program 1,664,724 856,681.56 23,159.72 879,841.28 784,882.72 52.85 Event Center Lifecycle 2,100,000 1,800,000.00 1,800,000.00 300,000.00 85.71 Kent Loop Trail 120,000 58,335.02 1,712.49 60,047.51 59,952.49 50.04 Urban Forestry Plan 391,305 355,273.19 9,702.29 364,975.48 26,329.52 93.27 Community Parks Reinv. Program 169,284 169,284.00 Parks Land Acquisition 2,817,026 1,859,270.16 766.50 1,860,036.66 956,989.34 66.03 Senior Center Memorial Gift 103,749 103,749.00 Green Tree Park Renovation 117,225 117,225.00 Total Expenditures 12,637,103 7,276,056.07 42,650.32 7,318,706.39 5,318,396.61 57.91 Ending Balance 2 765 666.36- 225 214.42- 2 990 880.78- 67 R55JCO21 City of Kent 4/3/2014 14:09:51 Fiscal Year: 14 Period: 2 Other Capital Projects Fund Page - 1 Budget Prior Years Fiscal YTD Prj to Date Variance % Intergovernmental 78,600,000- 63,575,208.71- 63,575,208.71- 15,024,791.29- 80.88 Miscellaneous Revenues 180,302.57- 24.38- 180,326.95- 180,326.95 Non Revenues 10,242,533.86- 10,242,533.86- 10,242,533.86 Other Financing Sources 28,518,911- 27,978,591.31- 27,978,591.31- 540,320.00- 98.11 Operating Transfers In 7,095,463- 7,142,714.46- 7,142,714.46- 47,251.46 100.67 Total Available Resources 114,214,374- 109,119,350.91- 24.38- 109,119,375.29- 5,094,999.02- 95.54 Event Center 85,695,463 80,418,749.92 80,418,749.92 5,276,713.08 93.84 Kent City Center Garage 138,591 138,591.31 138,591.31 100.00 LTGO Bonds 2008 17,000,000 16,982,786.34 16,982,786.34 17,213.66 99.90 LTGO Refunding 2012A&B 11,380,320 11,380,320.45 11,380,320.45 .45- 100.00 Total Expenditures 114,214,374 108,920,448.02 108,920,448.02 5,293,926.29 95.36 Ending Balance 198 902.89- 24.38- 198 927.27- 68 R55JCO21 City of Kent 4/3/2014 14:09:54 Fiscal Year: 14 Period: 2 Technology Capital Projects Page - 1 Budget Prior Years Fiscal YTD Prj to Date Variance % Miscellaneous Revenues 1,283- 1,283.42- 1,283.42- .42 100.03 Operating Transfers In 11,532,370- 10,357,712.59- 94,420.26- 10,452,132.85- 1,080,237.15- 90.63 Total Available Resources 11,533,653- 10,358,996.01- 94,420.26- 10,453,416.27- 1,080,236.73- 90.63 Software Lifecycle Replacement 321,605 321,605.07 321,605.07 .07- 100.00 Wireless Pilot 25,802 25,602.18 25,602.18 199.82 99.23 Building Wiring 90,829 90,000.00 90,000.00 829.00 99.09 Streaming Video 18,148 18,000.00 18,000.00 148.00 99.18 Kent Station Hot Zone 51,954 50,000.00 50,000.00 1,954.00 96.24 Hardware Lifecycle Replacemnts 3,557,473 2,602,849.22 2,915.50 2,605,764.72 951,708.28 73.25 Content Management System 300,000 296,869.22 296,869.22 3,130.78 98.96 IT Systems 2,170,651 2,183,008.46 7,264.26 2,190,272.72 19,621.72- 100.90 IT Tech Services 2,182,806 2,182,806.60 2,182,806.60 .60- 100.00 IT Multi Media 27,339 27,338.64 27,338.64 .36 100.00 Long Term Lifecycle Replacemts 1,177,143 719,700.00 719,700.00 457,443.00 61.14 RAIN 10,645 10,645.00 ALPR 98,505 98,505.00 Scanning System 96,350 96,350.00 Desktop Virtual Machine/DVM 50,000 60,865.19 60,865.19 10,865.19- 121.73 Desktop/PC 120,000 269,006.25 2,912.00 271,918.25 151,918.25- 226.60 Laptop 2,888.61 2,888.61 2,888.61- Monitors 38,000 35,585.32 35,585.32 2,414.68 93.65 Blades/Servers 55,500 29,999.12 29,999.12 25,500.88 54.05 Station 74 Power 224,700 158,999.63 53,025.51- 105,974.12 118,725.88 47.16 North-South Fiber Run 20,000 20,000.00 Conn Community-City of Kent 6,000 6,000.00 System Services 38,388 38,388.00 Tech Services-Security 51,450 51,450.00 Storage- Enterprise 189,050 50,043.47 338.73 50,382.20 138,667.80 26.65 CH Service Center Renovation 202,000 78,335.13 78,335.13 123,664.87 38.78 Telephony 323,200 429,762.10 229.39 429,991.49 106,791.49- 133.04 Multimedia-Chamber-Audio 23,815 23,815.00 Chamber-Video/Editing 27,820 27,820.00 Chamber-Broadcasting 25,150 25,150.00 Chamber- Projection 9,330 9,330.00 Total Expenditures 11,533,653 9,630,375.60 36,477.02- 9,593,898.58 1,939,754.42 83.18 Ending Balance 728 620.41- 130 897.28- 859 517.69- 69 R55JCO21 City of Kent 4/3/2014 14:10:04 Fiscal Year: 14 Period: 2 Facilities Capital Projects Page - 1 Budget Prior Years Fiscal YTD Prj to Date Variance % Intergovernmental 1,167,658- 1,167,658.01- 1,167,658.01- .01 100.00 Operating Transfers In 7,710,264- 7,710,264.00- 7,710,264.00- 100.00 Total Available Resources 8,877,922- 8,877,922.01- 8,877,922.01- .01 100.00 CKCF Improvements 1,167,658 85,473.43 85,473.43 1,082,184.57 7.32 Aukeen Court Expansion 7,635,264 7,601,437.71 7,601,437.71 33,826.29 99.56 Security Camera Software Upgrd 40,000 40,000.00 Parks Maintenance Renovation 35,000 465.00 236.92 701.92 34,298.08 2.01 Total Expenditures 8,877,922 7,687,376.14 236.92 7,687,613.06 1,190,308.94 86.59 Ending Balance 1 190 545.87- 236.92 1 190 308.95- 70 R55JCO21 City of Kent 4/3/2014 14:10:13 Fiscal Year: 14 Period: 2 Water Fund Page - 1 Projects Only Budget Prior Years Fiscal YTD Prj to Date Variance % Beginning Fund Balance 21,366- 21,365.68- 21,365.68- .32- 100.00 Intergovernmental 156,891- 156,891.18- 156,891.18- .18 100.00 Charges for Services 1,764- 3,573.90- 3,573.90- 1,809.90 202.60 Miscellaneous Revenues 771,649- 2,929,976.10- 1,913.13- 2,931,889.23- 2,160,240.59 379.95 Non Revenues 42,595,631- 42,595,630.24- 42,595,630.24- .29- 100.00 Other Financing Sources 2,500,903.04- 2,500,903.04- 2,500,903.04 Operating Transfers In 42,170,390- 39,168,789.69- 39,168,789.69- 3,001,600.31- 92.88 Total Available Resources 85,717,690- 87,377,129.83- 1,913.13- 87,379,042.96- 1,661,352.79 101.94 Water Comp Plan Update 2007 681,288 681,287.52 681,287.52 .48 100.00 Water Conservation Plan 475,193 493,435.93 298.00 493,733.93 18,540.93- 103.90 Water Unallocated Projects 5,454,662 5,454,662.00 Rock Creek Mitigation Projects 735,000 212,616.29 8,418.27 221,034.56 513,965.44 30.07 Guiberson Reservoir Repair 3,678,847 179,523.77 399.84 179,923.61 3,498,923.39 4.89 Tacoma Intertie 45,152,355 41,402,272.76 41,402,272.76 3,750,081.88 91.69 Transmission Easements 5,572.55 5,572.55 5,572.55- Seismic System Controls 78,783 78,783.00 Corrosion Control 2,740,623 2,740,625.65 2,740,625.65 2.65- 100.00 Pump Station#3 Replacement 2,008,534 108,751.41 108,751.41 1,899,782.59 5.41 Kent Springs Source Upgrade 627,779 319,284.46 319,284.46 308,494.07 50.86 Kent Springs Trans Main Repair 506,528 8,601.49 8,601.49 497,926.51 1.70 Misc Water Improvements 5,640,752 5,070,159.02 12,889.47 5,083,048.49 557,703.51 90.11 Additional Water Source Dev 1,470,476 1,056,022.10 1,056,022.10 414,453.90 71.81 Well Head Protection 431,384 179,657.18 179,657.18 251,726.82 41.65 Security Improvement per VA 70,000 17,730.21 17,730.21 52,269.79 25.33 East Hill Pressure Zone 4,703,686 1,493,649.18 278,370.46 1,772,019.64 2,931,666.36 37.67 Impoundment Reservoir 2,126,362 2,126,361.78 2,126,361.78 .22 100.00 West Hill Reservoir 50,000 50,000.00 East Hill Reservoir 4,926,262 4,926,411.41 4,926,411.41 149.41- 100.00 East Hill Well Generator 735,000 625,413.17 6,767.25 632,180.42 102,819.58 86.01 Clark Springs Sourcelmprvmnts 37,419 42,003.53 42,003.53 4,584.53- 112.25 Landsburg Mine 600,000 333,602.16 1,462.05 335,064.21 264,935.79 55.84 Clark Springs HCP 212,722 221,235.25 221,235.25 8,513.25- 104.00 Hydrant Replacement 2005 90,043 53,304.12 53,304.12 36,738.88 59.20 Large Meter/Vault Replace 2008 180,341 156,886.05 8,611.08 165,497.13 14,843.87 91.77 BNSF Grade Separation 205,000 777,124.00 777,124.00 572,124.00- 379.08 256thlmps(KentKangley-116th) 58,561.60 45,596.88 104,158.48 104,158.48- LID 353 224th-228th Corridor 155,901 155,900.56 155,900.56 .44 100.00 East Hill Operations Center 1,467,413 1,467,572.24 1,467,572.24 159.24- 100.01 Lower East Hill Improvements 475,338 475,510.59 475,510.59 172.59- 100.04 Total Expenditures 85,717,690 65,389,075.98 362,813.30 65,751,889.28 19,965,800.89 76.71 Ending Balance 21 988 053.85- 360 900.17 21 627 153.68- 71 R55JCO21 City of Kent 4/3/2014 14:10:27 Fiscal Year: 14 Period: 2 Sewerage Fund Page - 1 Projects Only Budget Prior Years Fiscal YTD Prj to Date Variance % Intergovernmental 37,831,268- 18,466,757.84- 809,506.28- 19,276,264.12- 18,555,003.88- 50.95 Charges for Services 6,268.96- 45.66- 6,314.62- 6,314.62 Miscellaneous Revenues 725,975- 808,353.25- 793.70- 809,146.95- 83,171.95 111.46 Non Revenues 12,262,268- 12,262,267.80- 12,262,267.80- .20- 100.00 Other Financing Sources 1,500,000- 1,500,000.00- 1,500,000.00- 100.00 Operating Transfers In 52,615,988- 46,407,572.21- 46,407,572.21- 6,208,415.79- 88.20 Total Available Resources 104,935,499- 79,451,220.06- 810,345.64- 80,261,565.70- 24,673,933.30- 76.49 NPDES Permit 3,547,335 2,864,869.50 4,007.36 2,868,876.86 678,458.14 80.87 2009 Revenue Bonds 97,593 82,365.35 82,365.35 15,227.65 84.40 Drainage Unallocated Projects 2,967,425 2,967,425.00 Misc Environmental Projects 735,562 751,446.77 2,892.50 754,339.27 18,777.27- 102.55 Meridian Valley Creek 392,681 392,726.44 392,726.44 45.44- 100.01 Hawley Road Levee 2,130,000 1,655,940.07 237,874.17 1,893,814.24 236,185.76 88.91 Citywide Stm Pipe/Culvert Mtc 4,100,000 3,957,226.20 3,957,226.20 142,773.80 96.52 S. 228th Drainage Bypass 7,450,000 6,318,023.89 10,445.24 6,328,469.13 1,121,530.87 84.95 Mill Ck/James St. Pump Station 5,631,897 4,392,628.05 26,240.33 4,418,868.38 1,213,028.62 78.46 Upper Mill Creek Dam 3,035,000 399,962.00 32,649.21 432,611.21 2,602,388.79 14.25 GRNRA Pump Station 1,000,000 60,833.28 60,833.28 939,166.72 6.08 Scenic Hill Drainage Impts 50,000 50,000.00 Johnson Creek 700,000 593,417.28 332.60 593,749.88 106,250.12 84.82 Earthworks Overlays 1,196,621 1,181,100.80 1,181,100.80 15,520.20 98.70 Lake Fenwick Restoration 2009 20,895 22,936.18 22,936.18 2,041.18- 109.77 256th Flume 510,000 439,796.93 439,796.93 70,203.07 86.23 Lake Meridian Outlet 2,718,065 2,746,326.72 221.73 2,746,548.45 28,483.45- 101.05 Upper Meridian Valley Creek 80,594 80,593.68 80,593.68 .32 100.00 81stAv So Storm Drainage Impr 150,000 129,958.12 129,958.12 20,041.88 86.64 Surface Water Manual 87,955 87,954.67 87,954.67 .33 100.00 Mill Creek@ James-Fld Protect 600,000 469,654.38 199.89 469,854.27 130,145.73 78.31 Riverview Park 2,390,000 2,275,831.63 2,501.16 2,278,332.79 111,667.21 95.33 Downey Farmstead 550,000 487,370.70 3,331.57 490,702.27 59,297.73 89.22 Bauer Property 310,000 149,914.94 1,222.63 151,137.57 158,862.43 48.75 Mill Crk @ 76th Av-Fld Protect 300,000 30,721.29 275.92 30,997.21 269,002.79 10.33 Horseshoe/Milwaukee Levee Impr 14,129,417 12,979,729.79 98,773.80 13,078,503.59 1,050,913.41 92.56 Upper Russell Road Levee Impr. 3,853,121 2,296,510.29 41,988.91 2,338,499.20 1,514,621.80 60.69 Lower Russell Rd Levee-S231st 1,850,000 1,052,953.31 20,895.17 1,073,848.48 776,151.52 58.05 Lowest Russell Rd-Van Dorens 790,000 196,860.12 9,031.10 205,891.22 584,108.78 26.06 Boeing Levee Improvements 4,190,000 3,585,083.51 21,590.96 3,606,674.47 583,325.53 86.08 Briscoe Levee Improvements 12,940,000 1,999,913.82 108,465.15 2,108,378.97 10,831,621.03 16.29 Desimone Levee Improvements 6,900,000 596,418.94 15,897.93 612,316.87 6,287,683.13 8.87 Green River Sandbag Removal 193,541 777,079.87 109.82 777,189.69 583,648.69- 401.56 County Road 8 500,000 12,855.52 4,196.82 17,052.34 482,947.66 3.41 Valley Channel Rehabilitation 500,000 40,048.19 40,048.19 459,951.81 8.01 72 R55JCO21 City of Kent 4/3/2014 14:10:27 Fiscal Year: 14 Period: 2 Sewerage Fund Page - 2 Projects Only Budget Prior Years Fiscal YTD Prj to Date Variance % Misc Drainage 2008 2,056,397 1,672,975.00 1,062.04 1,674,037.04 382,359.96 81.41 Drainage Infractructure Improv 473,379 463,248.62 463,248.62 10,130.38 97.86 Downtown ITS Improvements 158,406 158,406.09 158,406.09 .09- 100.00 Lincoln Ave/Smith St Improv 41,444 41,443.50 41,443.50 .50 100.00 BNSF Grade Separation 993,000 434,964.00 434,964.00 558,036.00 43.80 256thlmps(KentKangley-116th) 211,821.35 56,985.33 268,806.68 268,806.68- 224th-228th Corridor 2,004,580 1,516,197.43 1,516,197.43 488,382.57 75.64 East Hill Operations Center 1,465,385 1,465,385.07 1,465,385.07 .07- 100.00 Lower East Hill Improvements 33,072 33,400.54 33,400.54 328.54- 100.99 Sanitary Sewer Master Plan 300,000 298,055.13 298,055.13 1,944.87 99.35 Unallocated Sewer Projects 930,958 111,247.11 111,247.11 819,710.89 11.95 Kentview Sewer Interceptor 275,044 274,130.53 79.15 274,209.68 834.32 99.70 Skyline Sewer Interceptor 20,000 10,600.31 13,129.84 23,730.15 3,730.15- 118.65 Linda Heights Pump Station 150,000 59,940.49 59,940.49 90,059.51 39.96 Misc Pump Station Replacements 100,000 100,000.00 Derbyshire 50,000 50,000.00 Misc Sewer 2007 6,567,710 5,992,392.41 5,992,392.41 575,317.59 91.24 256thlmps(KentKangley-116th) 8,173.08- 8,173.08- 8,173.08 224th-228th Corridor 136,400 136,400.07 136,400.07 .07- 100.00 East Hill Operations Center 1,465,386 1,465,385.00 1,465,385.00 1.00 100.00 Lower East Hill Improvements 1,116,636 1,116,978.22 1,116,978.22 342.22- 100.03 Total Expenditures 104,935,499 68,462,968.55 815,281.80 69,278,250.35 35,657,248.65 66.02 Ending Balance 10 988 251.51- 493616 10 983 315.35-