• City of Tacoma QA
  • City of Tacoma OpenData




Investors

City of Tacoma Investor Information

Each investor section includes information about: 

  • Financial Policies
  • Annual Statements
  • Official Statements, Ongoing Disclosures, and Other Financial Agreements
  • Credit Ratings
  • Budget Reports

 Questions? View the contact information under each investor section.

 

General Government Investor Information

The City of Tacoma (the "City"), with a population of approximately 217,000, is the second largest city in the Puget Sound region and the third largest city in the State of Washington. It is a world-class port city, located in the western part of the State, near the southern tip of Puget Sound.

 

The City serves as the regional center for banking, medical, educational, government services, logistics and transportation, and other services for Pierce County and the South Puget Sound.

 

The City provides a full range of municipal services including community & economic development, fire, police, municipal court, public works, neighborhood & community services, information technology, finance, legal, and human resources. The City also operates public facilities, such as the Tacoma Dome, Greater Tacoma Convention Center, the historic Pantages Theater, Rialto Theater, and the Theater on the Square. Finally, the City operates a full range of utility services including power, water, rail, sewer, storm water, and solid waste. 

 

Click on the following links to find:

 

Financial Policies 

 

Annual Statements


Official Statements, Ongoing Disclosures, and Other Financial Agreement

 

Credit Ratings

(As of November 30, 2023)

 

  Fitch  Moody's S&P
 LTGO  AA  Aa2  AA+
 GO  AA  Aa2  AA
 Convention Center  A+  A2  A

 

Budget Reports

 

Contacts

Andy Cherullo

Finance Director

747 Market Street

Tacoma, WA 98402

(253) 591-5805

 

Susan Calderon

Assistant Finance Director/Controller

747 Market Street

Tacoma, WA 98402

(253) 591-5802

 

Bond Counsel

Deanna Gregory

Partner

Stacy Lewis

Partner

Pacifica Law Group
1191 2nd Avenue, Suite 2000
Seattle, WA 98101
(206) 245-1750

 

Financial Advisor

Justin Monwai

Senior Vice President

Piper Sandler & Co
1420 Fifth Ave, Ste 1425
Seattle, WA 98101
(206) 628-2899

Current State Fiscal Agent (Paying Agent and Registrar for All Bonds)

Carolyn Morrison

US Bank Global Corporate Trust
1420 Fifth Ave, 7th Floor
Seattle, WA 98101
(206) 344-4678

 

Disclosure & Disclaimers

 

Municipal Advisor Disclosure

City of Tacoma intends that market participants receive and use the following Independent Registered Municipal Advisor Disclosure Certificate as disclosure of our representation for purposes of the independent registered municipal advisor exemption to the SEC Municipal Advisor Rule.

 

Notices & Disclaimers

Use of this site constitutes acknowledgment and acceptance of the following terms and conditions:

The documents referenced in this website are limited in scope. The documents do not constitute an offer to sell or a solicitation of an offer to buy Tacoma’s bonds. Each document listed in this section is dated and speaks only as of that date. Tacoma does not undertake to update, and expressly disclaims any duty to update, any document.

If and when included in these documents, the words “plan,” “expect,” “forecast,” “estimate,” “budget,” “project,” “intends,” “anticipates” and similar words are intended to identify forward-looking statements, and any such statements inherently are subject to a variety of risks and uncertainties that could cause actual results to differ materially from those projected. Any forward-looking statements speak only as of the date they were prepared.

By clicking on the links above, you acknowledge that the documents are limited in scope; are not an offer to sell; are each dated as of a certain date and speaks only as of that date; and have not been updated since that date; and that as a result, the documents may not contain all information material to investors and may contain material misstatements or omissions because of the passage of time or the occurrence of subsequent events.

Environmental Services Investor Information

Environmental Services protects and restores natural resources, keeping our city clean, safe and livable through garbage and recycling pickup, wastewater treatment, household hazardous waste disposal, protection from stormwater pollution and much more. We believe everything we do supports healthy neighborhoods and a thriving Puget Sound, leaving a better Tacoma for all.

 

Click on the following links to find:

 

Financial Policy

 

Annual Statements

Solid Waste

Stormwater and Wastewater


Official Statements, Ongoing Disclosures, and Other Financial Agreement

Stormwater and Wastewater

Solid Waste

 

Credit Ratings

(As of November 30, 2023)

 

  Fitch  Moody's S&P
 Solid Waste  AA  Aa3  AA
 Stormwater/Wastewater  AA+  Aa2  AA+

 

 

Contacts

Andy Cherullo

Finance Director

747 Market Street

Tacoma, WA 98402

(253) 591-5805

 

Susan Calderon

Assistant Finance Director/Controller

747 Market Street

Tacoma, WA 98402

(253) 591-5802

 

 

Bond Counsel

Deanna Gregory

Partner

Stacy Lewis

Partner
Pacifica Law Group
1191 2nd Avenue, Suite 2000
Seattle, WA 98101
(206) 245-1750

 

Financial Advisor

Justin Monwai

Senior Vice President

Piper Sandler & Co
1420 Fifth Ave, Ste 1425
Seattle, WA 98101
(206) 628-2899

Current State Fiscal Agent (Paying Agent and Registrar for All Bonds)

Carolyn Morrison

US Bank Global Corporate Trust
1420 Fifth Ave, 7th Floor
Seattle, WA 98101
(206) 344-4678

 

Disclosure & Disclaimers

 

Municipal Advisor Disclosure

City of Tacoma intends that market participants receive and use the following Independent Registered Municipal Advisor Disclosure Certificate as disclosure of our representation for purposes of the independent registered municipal advisor exemption to the SEC Municipal Advisor Rule.

 

Notices & Disclaimers

Use of this site constitutes acknowledgment and acceptance of the following terms and conditions:

The documents referenced in this website are limited in scope. The documents do not constitute an offer to sell or a solicitation of an offer to buy Tacoma’s bonds. Each document listed in this section is dated and speaks only as of that date. Tacoma does not undertake to update, and expressly disclaims any duty to update, any document.

If and when included in these documents, the words “plan,” “expect,” “forecast,” “estimate,” “budget,” “project,” “intends,” “anticipates” and similar words are intended to identify forward-looking statements, and any such statements inherently are subject to a variety of risks and uncertainties that could cause actual results to differ materially from those projected. Any forward-looking statements speak only as of the date they were prepared.

By clicking on the links above, you acknowledge that the documents are limited in scope; are not an offer to sell; are each dated as of a certain date and speaks only as of that date; and have not been updated since that date; and that as a result, the documents may not contain all information material to investors and may contain material misstatements or omissions because of the passage of time or the occurrence of subsequent events.

Financial Advisor

Piper Sandler & Co
Justin Monwai
1420 Fifth Ave, Ste 1425
Seattle, WA 98101
(206) 628-2899

Current State Fiscal Agent (Paying Agent and Registrar for All Bonds)

US Bank Global Corporate Trust
Carolyn Morrison
1420 Fifth Ave, 7th Floor
Seattle, WA 98101
(206) 344-4678

Financial Advisor

Piper Sandler & Co
Justin Monwai
1420 Fifth Ave, Ste 1425
Seattle, WA 98101
(206) 628-2899

Current State Fiscal Agent (Paying Agent and Registrar for All Bonds)

US Bank Global Corporate Trust
Carolyn Morrison
1420 Fifth Ave, 7th Floor
Seattle, WA 98101
(206) 344-4678

Tacoma Public Utilities Investor Information

For more Tacoma Public Utilities Investor Information, visit their website.

 



]]>