Investors
City of Tacoma Investor Information
Questions? View the additional contact information under each investor section.
Each investor section includes information about:
- Financial Policies
- Annual Statements
- Official Statements, Ongoing Disclosures, and Other Financial Agreements
- Credit Ratings
- Budget Reports
General Government Investor Information
The City of Tacoma (the “City”), with a population of approximately 221,000, 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 and economic development, fire, police, municipal court, public works, neighborhood and 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.
Financial Policies
Annual Statements
Official Statements, Ongoing Disclosures, and Other Financial Agreement
Credit Ratings
| Fitch | Moody's | S&P | |
|---|---|---|---|
| LTGO | AA+ | Aa2 | AA+ |
| GO | AA | Aa2 | AA |
| Convention Center | A+ | A2 | A |
Contacts
-
Name: Andy Cherullo
Title: Finance Director
Address:
747 Market Street
Tacoma, WA 98402Phone (253) 591-5805
-
Name: Susan Calderon
Title: Assistant Finance Director/Controller
Address:
747 Market Street
Tacoma, WA 98402Phone: (253) 591-5802
-
Name: Deanna Gregory
Title: PartnerName: Stacy Lewis
Title: PartnerAddress:
Pacifica Law Group
1191 2nd Avenue, Suite 2000
Seattle, WA 98101Phone: (206) 245-1750
-
Name: Justin Monwai
Title: Senior Vice President
Address:
Piper Sandler & Co
1420 Fifth Ave, Ste 1425
Seattle, WA 98101Phone: (206) 628-2899
-
Name: Carolyn Morrison
Title: State Fiscal Agent (Paying Agent and Registrar for All Bonds)
Address:
US Bank Global Corporate Trust
1420 Fifth Ave, 7th Floor
Seattle, WA 98101Phone: (206) 344-4678
Disclosure & Disclaimers
-
The 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.
-
Use of this site constitutes acknowledgment and acceptance of the following terms and conditions:
The documents referenced on 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 speak 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.
Solid Waste Annual Financial Reports
Stormwater and Wastewater Annual Financial Reports
Official Statements, Ongoing Disclosures, and Other Financial Agreements
Stormwater and Wastewater Bonds and Loans
Credit Ratings
| Fitch | Moody's | S&P | |
|---|---|---|---|
| Solid Waste | AA | Aa3 | AA+ |
| Stormwater/Wastewater | AA+ | Aa2 | AA+ |
Contacts
-
Name: Andy Cherullo
Title: Finance Director
Address:
747 Market Street
Tacoma, WA 98402Phone (253) 591-5805
-
Name: Susan Calderon
Title: Assistant Finance Director/Controller
Address:
747 Market Street
Tacoma, WA 98402Phone: (253) 591-5802
-
Name: Deanna Gregory
Title: PartnerName: Stacy Lewis
Title: PartnerAddress:
Pacifica Law Group
1191 2nd Avenue, Suite 2000
Seattle, WA 98101Phone: (206) 245-1750
-
Name:Justin Monwai
Title: Senior Vice President
Address:
Piper Sandler & Co
1420 Fifth Ave, Ste 1425
Seattle, WA 98101Phone: (206) 628-2899
-
Name: Carolyn Morrison
Title: State Fiscal Agent (Paying Agent and Registrar for All Bonds)
Address:
US Bank Global Corporate Trust
1420 Fifth Ave, 7th Floor
Seattle, WA 98101Phone: (206) 344-4678
Disclosure & Disclaimers
-
The 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.
-
Use of this site constitutes acknowledgment and acceptance of the following terms and conditions:
The documents referenced on 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 speak 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.
Tacoma Public Utilities Investor Information
For more Tacoma Public Utilities Investor Information, visit their website.
Contact
Additional Contact
Susan Calderon, Assistant Finance Director/Controller
Phone: (253) 591-5802
Email: scalderon@tacoma.gov