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Village Budget For Year Beginning May 1, 20061 1 1 1 1 1 1 1 J J 1 1 1 1 1 J 1 r VILLAGE OF DEERFIELD, ILLINOIS ANNUAL BUDGET MAY 19 2006 TO APRIL 30, 2007 2006/07 Budget Revenues Motor Fuel Tax 1% User Fees 2% 1 Interfund Transfers 16% Cash Balances Interest Earnings 21% ehicle Stickers 1% Telecomm. Tax 1% Expenditures by Class - FY 06/07 TIF Increment Tax 9% Village Property Tax Other 6 % 7% Municipal Sales Tax 12% V 3% State Income Tax S7ewerCharges 3 °� Hotel Tax Water Charges 4% 9% Transfers 15% Pension Payments Other 3% 2% Debt Service 6% Capital Outlay 24% Personnel 27% Contractual Commodities 15% 8% VILLAGE OF DEERFIELD ANNUAL BUDGET MAY 11 2006 TO APRIL 30, 2007 ELECTED OFFICIALS Steven M. Harris, Mayor Robert Benton, Trustee William Seiden, Trustee Michelle Feldman, Trustee Barbara Struthers, Trustee Harriet Rosenthal, Trustee Matthew Wylie, Trustee VILLAGE MANAGER Robert D. Franz DEPARTMENT HEADS Robert W. Fialkowski, Treasurer and Director of Finance John J. Sliozis, Chief of Police Barbara K. Little, Director of Public Works and Engineering Clint Case, Building & Code Enforcement Supervisor Jeff Ryckaert, Village Planner Phillip Kiraly, Assistant Village Manager 1 1 1 1 1 1 1 1 1 1 1 1 1 iJ 1 1 1 1 ' TABLE OF CONTENTS ' SUMMARY INFORMATION Page Village Manager's Transmittal Message ............................................................ ..............................1 GFOA Award ..................................................................................................... ............................... 7 ' Budget Summaries and Fund Balance Projections .......................................... ..........:.................... 8 BudgetSummary ( Detail) ................................................................................ ............................... 10 ' Proposed 2006 Property Tax Levy ....................:.............................................. .............................12 Major Revenues — 4 -Year Detail ....................................................................... ........................:....13 Major Budget Policies and Objectives ................: Major Revenue Discussion ............................................................................. .................:............. 21 BudgetCalendar ............................................................................................. ............................... 25 PersonnelDetail .............................................................................................. ............................... 26 Supplemental Information - Village Overview ................................................ ............................... 27 Organization Chart ...........................................:...................... ............................... Inside back cover ADMINISTRATION ' ADMINISTRATIVE SERVICES (Summary) Finance Department ........................:................................................. ............................... 32 ' Mayor and Board of Trustees ............................................................ ............................... Manager's Office ................................................................................ ............................... 34 37 Community Development .................................................................. ............................... 39 Engineering Division ......................... .............................................................................. :... 42 PUBLIC SAFETY ' POLICE DEPARTMENT Police Department Summary ............................................................. ............................... 47 Mission Statement, Goals and Accomplishments ............................. ............................... 48 IBudget Requests ............................................................................... ............................... 50 PUBLIC WORKS ' PUBLIC WORKS Street Division Summary ................................................................... ............................... 53 ' Goals and Accomplishments ................................................ ............................... 54 BudgetRequests .................................................................. ............................... 56 WaterFund Summary ........................................................................ ............................... 58 Goals and Accomplishments ................................................ ............................... 59 ' Budget Requests .................................................................. ............................... 61 SewerFund Summary ....................................................................... ............................... 63 Goals and Accomplishments ................................................ ............................... 64 ' Budget Requests .................................................................. ............................... 68 GarageFund ...................................................................................... ............................... 70 t� I i 1 CAPITAL PROJECTS CAPITAL PROJECTS FUNDS Capital Projects Funds — Summary ....... ............................... Infrastructure Replacement/MFT /Project 29 /VERF .............. Tax Increment Financing Districts ......... ............................... 5 Year Capital Improvement Program ... ............................... SUPPORT FUNDS MISCELLANEOUS FUNDS Support Funds — Summary ..................... ............................... Debt Service /Insurance /Police Pension .. ............................... Refuse Collection /Commuter Station Parking Lots ............... LIBRARY SYSTEM (A Component Unit) BudgetRequest ...................................... ............................... Page ............................... 71 ............................... 72 ............................... 75 ............................... 77 .. ............................... 85 .. ............................... 86 .. ............................... 89 ............................. 91 APPENDICES A — Equipment Purchases (non -VERF) ............................................. ............................... 93 B— Glossary ..................................................................................... ............................... 95 C — Summary of Significant Accounting and Budgeting Policies .... ............................... 100 11 1 I 1 1 1 1 Fj L-1 1 1 1 1 1 1 E nCO) 0 ;a3 33 �;u O� z Z <Q Z ' 1 1 1 1 1 L L I� 1 I I 1 1 !1 1 1 1 1 VILLAGE OF DEERFIELD IBUDGET MESSAGE Municipal government provides a wide range of basic services on which we all depend: police protection, potable water and snow plowing to name a few. The ability of an elected board to supply these services in an effective and efficient manner depends on its financial decisions. That is why of all issues considered by the Village Board over the course of a year none is more important than adoption of the annual budget. The total budget for 2006 -07 is $47,950,085, excluding the Library (a component unit) budget, which is $2,722,933. This represents a 14.5% decrease from last year's amended budget and reflects market increases in costs of goods and services offset by a substantial reduction in the TIF 1 surplus distribution due to the termination of the district. The operating budget is proposed ' at $23,110,862. This budget reflects the maintenance of current programs and service levels while continuing a substantial capital project program to replace aging infrastructure. There is one additional full -time position, an engineering inspector, and the upgrade of two permanent part-time positions to full - time in Public Works and Community Development; these positions all reflect additional service demands in these departments. Additionally, there is one supervisory position in public works that ' will be upgraded to reflect additional responsibilities. PLANNING PROCESSES ' During the past two years, significant planning studies were completed and this budget pursues recommendations contained in those studies. The revisions to the Village of Deerfield ' Comprehensive Plan recommended that the northwest quadrant of the downtown remain primarily institutional, as it currently contains the Village Hall/Police Department complex, the main administration and activity center for the Deerfield Park District, the Deerfield Public Library, and the First Presbyterian Church, along with a major SBC phone system building and the commuter train station. In addition, the redevelopment plan for the Village Center Tax Increment Financing District provided for the expansion of the municipal center. This budget provides for the actual construction of the expansion and remodeling of the Village Hall to accommodate increased office ' space for the administrative and community development functions and a larger Board room. The Park District, a separate taxing jurisdiction, has also substantially completed its alterations to its park area with the construction of a new park facilities building and expansion in Jewett Park. ' The Stanley Consultants' Comprehensive Wastewater Study was also completed and this budget contains substantial improvements to the satellite facilities as recommended to be completed immediately by the study. During the past year, the Village spent considerable time and effort reviewing a proposal by American Water Company to privatize the operations of the sanitary sewer system, including the wastewater treatment plant. Late in FY 05/06 the Board declined to pursue further investigation into this option. The Village will continue to deliberate the fate of the ' Village's wastewater treatment facility during the new fiscal year, ultimately determining whether the Village upgrades the facility or goes to a regional treatment facility. A rate increase implemented in FY 05/06 as part of the study recommendations will provide sufficient revenues to meet operating expenses. The Board has indicated a preference to fund the capital expenses of the Sewer Fund through other sources of revenue. The decision on the fate of the plant will 1 850 WAUKEGAN ROAD DEERFIELD, ILLINOIS 60015 TELEPHONE 847.945.5000 VA)VW..DEERFIELDdLORG 1 determine the level of the debt necessary to be issued to accomplish the necessary work on the I entire Village sanitary sewer system and the method of funding the debt service. The village organizes its budget under several funds. Following are brief highlights of each fund. ' GENERAL CORPORATE FUND , This is the basic operating fund of the Village, which includes revenues and expenditures of all P 9 9 xP governmental activities, except those funds that must be accounted for independently under Illinois law. ' Revenues: The 2006 -07 General Fund has projected new revenues of $13,350,500. An increase of 14% is projected in the base Sales Tax to reflect the strong prior year results; new growth is just over 1 % due to expectations of a slow ' down from the prior year pace. The Hotel Room Tax is expected to grow slightly, after a number of years of decline, due to stabilization in the business travel industry oriented hotels in the Village. The local share of ' the state income tax shows an 11.6% increase directly related to the reviving state economy. The budget anticipates using $4,021,320 of reserves; this is a decrease from the last budget of 1.30/6 and is primarily ' due to $3,400,000 in transfers to the Sewer and Infrastructure Funds for needed capital projects. As the Home Rule sales tax is now fully in place, this revenue, split r between the General and Infrastructure Funds, has also exceeded projections due to the strong local economy. Building permit fees are budgeted to increase 57% reflecting continued strength in building activity, ' primarily in the single family residential tear -downs and growing strength in the commercial area. , Expenditures: Total operating expenses for the General Corporate Fund are estimated at p P 9 P $13,971,820, which is a 5% increase from the same budget number last year. In addition, a $3,400,000 total fund transfer to the Sewer and ' Infrastructure Funds is budgeted for this year to offset the cost of improvements to the treatment facility and the Rosemary Terrace improvement project. The remaining increase is due to personnel costs, including wage increases, health insurance benefits and pension cost. ' Village operations are very labor intensive. The largest single operating cost relates to personnel, representing 72% of the General Fund (net of the transfer). Highlights of this budget include: ' year's ➢ A 3.75% increase in wages to non -union and police patrol union personnel. The union contract with the public works employees remains , unresolved as of the budget passage. ➢ Addition of a new engineering inspector in Public Works to provide for more in -house construction inspection of infrastructure projects. ' Upgrade of the two part-time positions to full time (from 25 and 30 hours to 37.5 hours per week each) in the Public Works and Community Development Departments. , ➢ Additional consulting services in the Forestry Division to provide for inspections pursuant to the recently enacted tree preservation ordinance and to step up efforts to control the spread of Dutch Elm disease. ' ➢ A 1% decrease ($9,600) in the budgeted cost of pension contributions 1 ' to both the Police Pension Plan and Illinois Municipal Retirement Fund due to better investment returns. WATER AND SEWER FUNDS ' The water and sewer utility systems operated by Deerfield are intended to be self - funding, based upon user charges for services. Revenues for operations are derived primarily from services ' furnished to utility customers. Other sources are interest earnings from cash invested on a short - term basis, and connection fees from new construction where the Village's prior investments in its utilities operate to the advantage of new customers who did not share in that initial investment. ' Water Budget: Expenditures are projected at $5,331,641 (decrease of 7.2 %) against new revenues of $4,297,268 ( +2.5 %). The major projects in this budget are: the t Rosemary Terrace main replacement in conjunction with this reconstruction project and the design of the Castlewood/Clavinia replacement for construction next year. Upgrades to the SCADA system are also included as a carryover from last year. The deficit will be funded using available ' cash reserves. Highland Park has again increased our water rate 3.5% to $1.49 per 100 cubic feet effective May ' 1 st. They are continuing a series of annual water rate increases to provide for the reconstruction of their treatment facilities. This budget includes an increase in water rates for Deerfield customers from $3.12 to $3.20 (2.6 0/6) as of May 1 st. ' Sewer Budget: The Sewer Fund expenditures are projected at $4,256,371 against new revenues of $4,081,500 ($2,481,500 of new revenue and $1,600,000 transfer in from the General Fund). Included in this budget are operating tand capital expenditures of $185,000 for the Wastewater Treatment Facility and $935,000 of work at the satellite facilities based on recommendations of the recently completed sewer system evaluation. 1 The Village Board has not yet reached a final decision on the direction of the Village with respect to the future of the wastewater treatment facility (W RF). Based on the alternative selected (rehabilitation of the existing treatment process, reconstruction of the facility using new processes, joining a regional facility or privatization) substantial additional funding will be necessary. New, significantly higher sewer rates will need to be implemented as part of the decision to address ' funding of the capital expenditures and operation of the selected alternative. The Village will continue to explore the feasibility of a transfer of this treatment to a regional facility. SCAVENGER (REFUSE) FUND ' The Village is in the first year of a renewed five -year contract with Veolia (formerly Onyx Waste) Environmental Systems, Inc. The first year saw no increase in the collection rate for refuse but ' thereafter there will be annual price adjustments based on the Consumer Price Index. There is an additional charge to the recycling fee for the use of new wheeled collection carts that is hoped will increase total volume. Pursuant to Board direction, no increase is proposed for the property tax ' levy dedicated for this purpose nor is there any increase in the portion paid by the residential user. Since the current revenue does not cover the expenses in this fund, adjustments will be needed in the future in either the tax levy or user fee to avoid a deficit in the fund balance. MOTOR FUEL TAX FUND The MFT Budget projects State allotments of approximately $524,970. This year we continue ' using the entire allotment for capital outlay in the street rehab program. Past contributions to the 1 General Fund for street maintenance reimbursement will be replaced by using a portion of the tax levy that was dedicated to the Infrastructure Replacement Fund for street rehab. PENSION FUNDS For employees covered by the Illinois Municipal Retirement Fund, the Village contributes 11.49% (an increase of 20% from 2005) of each person's total salary plus the employer's contribution of 7.65% for Social Security and Medicare coverage. The employee contributes 4.5% for IMRF and 7.65% for Social Security and Medicare coverage. The employer's share is now expensed in each operating function, and is projected to decrease to 11.03% in calendar 2007 (4% decrease). The Police Pension Fund is also expensed through the Police Department budget and is financed through General Fund revenues. The contribution is actuarially determined as adequate for funding pension payments and for amortizing the actuarial reserve deficiency. Sworn police covered by this fund contribute 9.91% of their basic wages but do not participate in Social Security. Additional income is derived from investment earnings. This contribution decreased 6% in FY 2006 to $575,395 (20.1% of salaries) due to more favorable investment income. The contribution should increase in the future as the salaries increase and the covered employees age. CAPITAL PROJECTS The most obvious benefit of establishing a capital budget is the encouragement given to planning at all levels. It is an extremely valuable decision - making device used to 1) stabilize the volume of capital improvements at some relatively uniform level, and 2) coordinate the capital costs and their financing with the attendant debt service demands on the operating budget. This five year funding plan has been extremely helpful both in scheduling major projects and in determining their financing. More than any other part of the budget, capital projects warrant detailed discussion between Board and staff. Good financial management dictates that we review closely the major expenditures required in the future to maintain the community's infrastructure. Once long -range plans and projects are determined, priorities must be set and a funding program approved. Major capital projects scheduled for 2006 -07 include: ➢ Continuation of the Street Rehabilitation Program ($1,745,000) ➢ Completion of the Stratford Road street and utility reconstruction ($200,000) ➢ Village Hall addition and remodeling ($4,300,000) ➢ Lift station replacements — various locations ($595,000) ➢ Sidewalk Improvement, south side Deerfield Rd., Rosemary to Carlisle ($250,000) ➢ Sanitary sewer inflow/infiltration study ($260,000) This is a somewhat reduced quantity of projects from prior years' programs but is more realistic in staff's capability to complete within the fiscal year. The projects presented utilize a combination of grants, new revenue and fund balances that forestall the necessity for a bond issue this fiscal year. However, projects planned beyond FY 2007 including costs involved with the alternative chosen for the WRF will require substantial additional funding that will likely involve a debt issue of indeterminate size. These projects include the Castlewood/Clavinia water main replacement, the Wilmot Road project, and continuation of the water and sewer main replacement and street rehabilitation programs. VEHICLE/EOUIPMENT REPLACEMENT FUND This fund includes purchases of vehicles and equipment amounting to more than $5,000. Each operating department is charged an annual amount to offset these more expensive items from 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ' impacting the budget in any one given year. This year's proposed expenditures amount to $1,106,500 which includes a number of carryover items from last year. More details can be found in the Capital Projects Funds section. ' ASSESSED VALUATION The following is Deerfield's 2003* equalized assessed valuation by class of property (note that the ' first table includes the total value of the two tax increment financing districts): COUNTY % OF ' LAKE* COOK * TOTAL* TOTAL Residential $731,173,202 $2,220,139 $733,393,341 64.0% ' Commercial 241,562,001 155,319,267 396,881,268 34.7% Industrial 131,568 14,717,419 14,848,987 1.3% ' Total $972,866,771 $172,256,825 $1,145,123,596 100% Over the past ten years, the taxable assessed valuations have increased as follows: ' Year Amount ** % Increase 1995 603,544,983 3.5 ' 1996 1997 624,187,752 648,880,301 3.4 3.9 1998 677,651,742 4.4 1999 701,084,856 3.5 ' 2000 737,589,929 5.2 2001 800,595,252 8.5 2002 871,070,465 8.8 2003 921,735,951 5.8 t 2004 992,399,806 7.2 ' * EAV by classification for 2004 is not yet available. Includes incremental valuation of TIF districts. ** These amounts do not include the incremental assessed valuation increases in TIF I & ll. DEBT SERVICE FUND ' Although issued as General Obligation debt, all debt due in fiscal 2006/07 is supported b 9 PP Y alternate revenue sources. No new debt was issued in FY 2005/06. As of 04/30/05, Deerfield's ' net bonded General Obligation debt of $8,429,385 is 0.85% of its total assessed valuation of $992,399,806. When considering that non -Home Rule communities are allowed a ratio of 8.6 %, the Village, as a Home Rule community, can be proud of its low debt service obligations. Due to a surplus built -up in prior years and the use of alternate revenue for future debt service, there will be a $600,000 balance transfer to the Infrastructure Fund this year for capital project expenditures. Deerfield currently has a Aaa rating from Moody's Investors Service, Inc., an accomplishment shared by only 60 municipalities in the United States. This rating was reaffirmed in January 2003. PROPERTY TAX LEVY The 2006 Property Tax Levy is projected at $2,839,000. Pursuant to Board direction, this is 1 1 unchanged from the 2005 levy. This levy is distributed as follows: $809,000 to the Refuse Fund, ' $1,985,000 to the General Corporate Fund, and the balance ($45,000) to the Infrastructure Maintenance Fund. SUMMARY 1 Preparing the annual budget is a very thorough and time consuming process and one that the t village board takes very seriously. As fellow taxpayers, they too want to hold the line on taxes, but without sacrificing the number and quality of services rendered. The continued sluggishness in the economy has required our vigilance in responsibly spending public funds. ' I wish to acknowledge the efforts of all departments in compiling this document and to thank them for their cooperation. Special thanks are extended to the finance department personnel who do ' the vast majority of the work. We hope that you find it both informative and helpful in implementing our financial plan for fiscal year beginning May 1, 2006. ROBERT D. FRANZ Village Manager 19 1 1 1 �I 1 1 1 1 fl 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 The Government Finance Officers Association of the United States and Canada (GFOA) presented a Distinguished Budget Presentation Award to the Village of Deerfield, Illinois for its annual budget for the fiscal year beginning May 1, 2005. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communications device. This award is valid for a period of one year only. We believe our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. 7 �I VILLAGE OF DEERFIELD ' 2006-2007 BUDGET SUMMARIES BY FUND ' ESTIMATED PROJECTED BEGINNING BUDGET NEW BUDGET ENDING ' FUND FUND BALANCE REVENUES EXPENDITURES FUND BALANCE General Sewer Water Refuse (Solid Waste) Garage M FT Police Pension Debt Service Infrastructure Replacement TIF I TIF II Parking Lots Insurance Project 29 Vehicle & Equipment Replacement Enhanced 911 COMBINED VILLAGE FUNDS Deerfield Library COMBINED ALL FUNDS $15,239,513 $13,350,500 $17,371,820 $11,218,193 ' 92,474 4,081,500 4,256,371 (82,397) 1,033,116 4,297,268 5,331,642 (1,258) 293,180 1,480,500 1,674,484 99,196 100,131 370,550 347,762 122,919 ' 647,899 549,970 625,000 572,869 23,021,368 1,741,100 1,400,050 23,362,418 1,146,865 2,347,000 2,903,000 590,865 ' 406,608 0 3,228,500 25,500 4,451,000 250,000 (815,892) (224,500) ' 4,414,073 4,295,000 6,977,000 1,732,073 566,789 211,000 252,580 525,209 730,089 765,618 679,109 816,598 ' 149,928 3,000 500 152,428 3,043,141 582,583 1,106,500 2,519,224 ' 527,835 308,000 323,268 512,567 $51,413,009 $37,637,589 $47,950,086 41,100,512 2,683,554 2,622,933 2,722,933 2,583,554 7 $54,096,563 $40,260,522 $50,673,019 $43,684,066 ' Combined totals are for information only. Certain funds are restricted in that available funds may only be used for expenditures allowed within said fund. Figures for enterprise funds represent available cash balances. Available balance is based on estimated prior year end totals. 1 1 1 L 1 0 8 1 1 ' VILLAGE OF DEERFIELD 2005-2006 BUDGET SUMMARIES BY FUND AUDITED EST. PROJECTED 'BEGINNING NEW EST. ENDING FUND FUND BALANCE REVENUES EXPENDITURES FUND BALANCE 'General $13,734,009 $14,047,406 $12,541,902 $15,239,513 Sewer 652,225 2,201,000 2,760,751 92,474 Water 2,281,618 4,434,000 5,682,502 1,033,116 (Solid Waste) 336,500 1,502,000 1,545,320 293,180 'Refuse Garage 106,485 337,000 343,354 100,131 MFT 709,620 554,481 616,202 647,899 ' Police Pension Debt Service 22,445,618 1,070,615 1,841,100 1,922,250 1,265,350 1,846,000 23,021,368 1,146,865 Infrastructure Replacement 2,668,108 1,288,500 3,550,000 406,608 'TIF 1 3,136,627 8,449,890 11,586,517 0 TIF II 2,394,323 4,325,000 2,305,250 4,414,073 Parking Lots 585,889 207,500 226,600 566,789 'Insurance 712,389 522,777 505,077 730,089 Project 29 146,928 3,000 0 149,928 Vehicle & Equipment 2,835,969 559,737 352,565 3,043,141 'Replacement Enhanced 911 442,945 300,000 215,110 527,835 ' COMBINED VILLAGE FUNDS $54,259,868 $42,495,641 $45,342,500 51,413,009 Deerfield Library 2,183,554 2,842,000 2,342,000 2,683,554 ' COMBINED ALL FUNDS $56,443,422 $45,337,641 $47,684,500 $54,096,563 tCombined totals are for information only. Certain funds are restricted in that available funds may only be used for expenditures allowed within said fund. Figures for enterprise funds represent available cash balances. ' Available balance is based on 04/30/05 CAFR. 1 1 1 1 1 9 •' l Revenue Police Debt intrastr. Item General Sewer Water Refuse Garage MFT Pension Service Reol. TIF 1 es• Property Tax 1,985,000 809,000 45,000 TIF Increment Taxes 25,000 Home Rule Sales Tax 750,000 750,000 Replacement Tax 40,000 20,000 Motor Fuel 524,970 Sales Tax 4,050,000 Local Use Tax 229,100 State Income Tax 1,458,800 Hotel -Motel Tax 1,875,000 License &Permits Liquor/Food 80,500 Other Business Lic 28,000 Vehicle 340,000 Building Permits 550,000 Non - Business Lie 55,000 Charges: Police Services 308,600 False Alarms 40,000 Dispatching Serve 799000 User Fees 2,449,000 4,167,268 660,000 Penalties Rental Income 20,000 Fran Fees - Cable 210,000 Telecom. Charges 295,000 Insurance Charges Interfund Charges 369,050 725,000 Engineering Fees 2,000 Misc Rev Interest Earnings 4609000 10,000 55,000 2,500 20,000 700,000 25,000 10,000 500 Grants 6,000 Miscellaneous 149,000 22,500 75,000 9,000 1,500 5,000 Employee Cont 316,100 Ordin Violations 197,500 Transfers: Transfer Charges 129000 Transf Pking General 130,000 MFT to General Trans to Debt Service 2,302,000 TIF Surplus Distribution 23,500 Misc Trans 1,600,000 2,400,000 13,350,500 4,081,500 4,297,268 1,480,500 370,550 549,970 1,741,100 2,347,000 39228,500 251 500 TOTAL NEW REVENUE 4,021,320 1749871 1,034,373 193,984 (22,788) 759030 (341,050)1 556,000 1,222,500 224,500 (ToyFrom Reserve TOTAL RESOURCES 17,371,820 4,256,371 5,331,641 1,674,484 347,762 625,000 1,400,050 2,903,000 4,451,000 250,000 EXP. CATEGORIES: 10,104,326 1,566,900 911,100 101,700 242,015 Personnel Other Services 116,100 6,100 2,900 0 500 Contractual 2,528,717 925,125 941,008 1,552,709 15,822 12,250 797,000 Commodities 683,400 546,450 2,515,398 9,300 86,900 Capital Outlay 182,800 1,149,000 438,000 0 625,000 3,654,000 Debt Service 481,708 2,303,000 Pension Payments 1,387,800 Transfers 3,756,477 62,796 41,527 10,775 2,525 600,000 TIF Rebate I 1 250,000 TOTAL EXPEND. 17,371,820 4,256,371 5,331,641 1,674,4841 347,7621 625,000 1 1,4009050 2,903,000 4,451,000 250,000 10 TIF 2 BUDGET SUMMARY AND HISTORICAL PERSPECTIVE 2006-07 2005.06 2005.06 Parking Equip. Project TOTAL Est TOTAL 2004 -05 Lots Reelaca_ 20 Innuranm FA11 AIInr:FT A.0­1 nnnnuT A.. l 1 11 es: 2,839,000 2,839,000 2,839,000 2,324,438 Property Tax 4,150,000 4,175,000 12,564,890 9,550,000 14,698,797 TIF Increment Taxes 1,500,000 1,500,000 1,224,000 511,612 Home Rule Sales Tax 60,000 40,000 30,000 34,966 Replacement Tax 524,970 524,970 522,207 538,543 Motor Fuel 4,050,000 4,000,000 3,560,000 3,978,767 Sales Tax 229,100 202,630 202,620 197,039 Local Use Tax 1,458,800 1,396,236 1,307,800 1,247,027 State Income Tax 1,875,000 1,875,000 1,843,250 1,669,346 Hotel -Motel Tax License & Permits 80,500 82,500 82,500 63,225 Liquor/Food 28,000 28,000 28,000 95,164 Other Business Lic 340,000 332,000 340,000 333,922 Vehicle 550,000 1,500,000 350,000 861,823 Building Permits 55,000 9,500 54,500 36,468 Non - Business Lic 308,600 204,000 204,000 218,712 Charges: Police Services 40,000 40,000 50,000 37,590 False Alarms 79,000 79,000 79,000 78,340 Dispatching Serve 203,000 7,479,268 7,270,000 6,715,787 6,666,135 User Fees 0 0 0 0 Penalties 20,000 12,000 12,000 15,265 Rental Income 210,000 230,000 230,000 209,524 Fran Fees - Cable 300,000 595,000 594,000 638,000 600,289 Telecom. Charges 755,618 755,618 517,777 517,777 0 Health Ins. Charges 532,583 1,626,633 1,581,237 1,570,237 1,424,385 Interfund Charges 2,000 65,000 2,000 1,667 Engineering Fees M182 ev 145,000 8,000 50,000 3,000 10,000 8,000 1,507,000 1,665,000 1,662,500 2,957,453 Interest Earnings 6,000 29,000 6,000 993,941 State Grants 262,000 344,751 315,000 392,409 Miscellaneous 316,100 316,100 316,100 349,043 Employee Contributions 197,500 192,300 190,000 196,250 Ordin Violations Transfers: 12,000 0 21,000 2,119,264 Transfer Charges 130,000 130,000 130,000 125,000 Transf Pking to General 0 0 0 285,000 MFT to General 2,302,000 1,877,250 1,877,250 1,941,750 Trans to Debt Service 23,500 453,500 353,500 408,488 TIF Surplus Distribution 4,000,000 0 3,000,000 0 Misc. Transfers TOTAL NEW REVENUE (To)/From Reserve 4,295,000 211,000 582,583 3,000 765,618 308,000 37,637,589 42,495,641 39,824,028 45,611,642 2,682,000 41,580 523,917 (2,500) (66,509)1 15,268 10,312,496 2,846,859 16,223,091 1,424,914 6,977,000 252,580 1,106,5001 500 679,109 323,268 47,950,085 45,342,500 56,047,119 47,036,556 TOTAL RESOURCES EXP. CATEGORIES: 36,580 12,962,621 11,652,495 12,453,541 10,592,307 Personnel 500 126,100 79,300 127,100 17,046 Other Services 305,000 64,900 679,109 95,545 7,917,185 6,407,038 7,083,436 6,975,199 Contractual 19,1001 76,740 3,937,288 3,714,596 3,736,612 3,289,333 Commodities 4,370,000 2,000 1,1069500 92,500 11,619,800 5,817,267 11,550,600 4,681,715 Capital Outlay 2,784,708 2,320,300 2,794,843 3,072,378 Debt Service 1,387,800 1,248,000 1,263,000 1,124,911 Pension Payments 2,302,000 130,000 58,483 6,964,583 2,516,987 5,537,987 7,119,313 Transfers 250,000 11,586,517 11,500,000 10,164,354 TIF Rebate 6,977,0001 252,5801 1,106,5001 5001 679,109 323,268 47,950,085 45,342,500 56,047,119 47,036,556 TOTAL EXPENDITURES 1 11 2006 Property Tax Levy with Five Year Comparison EAV for 2005 includes projected TIF 1 increment. GLENCOE LAKE FOREST WINNETKA WHEELING WILMETTE SKOKIE HIGHLAND PK. BUFFALO GROVE NORTHFIELD NORTHBROOK GLENVIEW DEERFIELD LINCOLNSHIRE REPRESENTATIVE TAX RATES -- NEIGHBORING MUNICIPALITIES 0 0.2 0.4 0.6 0.8 1 $TAX RATE/$100 EAV 12 1.2 1.4 Proposed % ,2002' 2003 2004 2005 2006 Ch" g General 1,316,250 1,316,250 1,282,250 1,985,000 1,985,000 0.0% Infrastructure 0 0 330,000 45,000 45,000 0.0% Scavenger 755,000 755,000 778,000 809,000 809,000 0.0% Debt Service (net) 319,000 319,000 0 0 0 N/A Total Village 0.0% 2,390,250 2,390,250 2,390,250 2,839,000 2,839,000 Library 1.687.790 1.708.955 2.006.984 2,357.350 2,496.433 5.9% Combined Levy 4,078,040 4,099,205 4,397,234 5,196,350 5,335,433 2.7% Tax Rate History EAV 871,070,465 921,735,951 992,399,806 1,211,600,000 1,260,064,000 4.0% Tax Rate (est) (est) Village 0.279 0.260 0.244 0.234 0.225 -3.7% Library 0.194 0.185 0.204 0.195 0.1981 1.6% Combined 0.473 0.448 0.448 0.429 0.423 -1.3% EAV for 2005 includes projected TIF 1 increment. GLENCOE LAKE FOREST WINNETKA WHEELING WILMETTE SKOKIE HIGHLAND PK. BUFFALO GROVE NORTHFIELD NORTHBROOK GLENVIEW DEERFIELD LINCOLNSHIRE REPRESENTATIVE TAX RATES -- NEIGHBORING MUNICIPALITIES 0 0.2 0.4 0.6 0.8 1 $TAX RATE/$100 EAV 12 1.2 1.4 1 1 1 L 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET SUMMARY - FOUR YEAR COMPARISON YR.END YR.END BUDGET EST.YR.END BUDGET % CHG BUDG FUND /REVENUE SOURCE 04/30/04 04/30/05 FY 05/06 FY 05/06 FY 06 /07 FY06 - >07 GENERAL FUND (10) 4,091,821 4,065,627 4,265,000 4,167,268 2.50% Taxes------------------------------------------------------------------------------------------------------------------------------------------------------------------------ 62,510 -Corporate Property 363,978 .. 1,176,655 1,985,000 1,985,000. 1,985,000 - Police Pension Levy 266,028 0 0 0 0 - IMRF /FICA/Medicare Levy 697,078 0 0 0 0 -TIF Surplus 398,386 408,488 0 0 0 -Sales 3,400,648 3,978,767 3,560,000 4,000,000 4,050,000 -Home Rule Sales 0 255,806 612,000 750,000 750,000 -Hotel /Motel 1,515,952. 1,669,346 1,843,250 1,875,000 1,875,000 -State Income 1,113,230 1,247,027 1,307,800 1,396,236 1,458,800 -State Use Tax 180,289 197,039 202,620 202,620 229,100 -Prior year Property Tax 0 13,447 10,000 10,000 0 -Pers. Prop. Replace, 37,877 34,966 10,000 10,000 45,000 - Telecommunications Tax 339,634 298,021 340,000 298,000 295,000 Fines--------------------------------- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - ----------------------------------------- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -Court/Local Ordinance 166,174 196,250 190,000 300 192- 197,500 License Fees------------------------------------------------------------ - - - - -- -- - - - - -- - - - -- - Business 26,059 86,888 28,000 28,000 28,000 - Liquor 75,800 63,225 73,000 73,000 71,000 - Vehicle 332,063 333,922 340,000 332,000 340,000 -Other 6,919 8,276 9,500 9,500 9,500 PermitFees------------------------------------------------------------------------------------ - - - - -- ----------------------------------------------------------------------- - Building 397,391 861,823 350,000 1,500,000 550,000 -Other 100,867 36,468 54,500 30,000 55,000 InspectionFees---------------------------------------------------------------------------------------------------------------------------------------------------------- - Engineering 1,286 1,667 2,000 65,000 2,000 Other------------------------------------------------------------------------------------------------------------------------------------------------------------------ - Dispatching Services 57,651 78,340 79,000 79,000 79,000 - Interest Earned (net) 171,643 315,202 420,000 420,000 460,000 - Special Police Services 203,506 218,712 204,000 204,000 308,600 - Activity Donations 76,918 60,839 45,000 60,000 60,000 - Grants 262,575 11,477 6,000 29,000 6,000 - Transfers In 275,000 431,000 151,000 151,000 142,000 -Cable Franchise Fees 198,917 209,524 230,000 230,000 210,000 - Auction Proceeds 376 4,606 1,500 1,500 1,500 - Rental Income 8,530 15,265 12,000 12,000 20,000 -False Alarm Fees 44,855 37,590 50,000 40,000 40,000 - Miscellaneous 155,111 189,429 72,500 64,250 82,500 TOTAL NEW REVENUE 10,874,741 12,440,064 12,188,670 14,047,406 13,350,500 Adjustment (To) From Fund Balance (261,940) (985,346) 4,073,583 (1,505,504) 4,021,320 TOTAL EXPENDITURES nm! nm! m! r! romm�r! mrn! mm! m. �?:! m= mmnmmmm�! nmrcmmmm: e! ms! m!: nncmmmrmm! 10,612,801 m! mn!! mrnmmmmm! m! m! rm^ ms,! m^ mmmcn! 11,454,718 mnmm��ttm! n! snnmm�nr:. nn*!: nn+ v!= 16,262,253 mmnm.^+.. mmm !m ^!mmm�rnnnm?rr.!m!:mracrnne+n 12,541,902 ....rr+-emn mama !mmnnrn 17,371,820 *m!mmvmnnmmnrmemrmanmmi WATER FUND (50) -Water Sales - Interest Earned - Miscellaneous TOTAL NEW REVENUE Adjustment (To) From Retained Earnings TOTAL OPERATING EXPENSES 0.00% N/A N/A N/A 13.76% 22.55% 1.72% 11.55% 13.07% - 100.00% 350.00% - 13.24% 3.95% 0.00% 2.74% 0.00% 0.00% 57.14% 0.92% 0.00% 0.00% 9.52% 51.27% 33.33% 0.00% -5.96% -8.70% 0.00% 66.67% - 20.00% 13.79% 9.53% -1.28% 6.82% 4,109,003 4,091,821 4,065,627 4,265,000 4,167,268 2.50% 35,106 62,510 55,000 55,000 55,000 0.00% 44,625 66,732 73,500 114,000 75,000 2.04% 4,188,734 4,221,063 4,194,127 4,434,000 4,297,268 2.46% 3,604,149 3,964,644 5,742,225 5,682,502 5, 13 - 33.18% 4 - 7.15 % BUDGET SUMMARY - FOUR YEAR COMPARISON YR.END YR.END BUDGET EST.YR.END BUDGET % CHG BUDG FUND /REVENUE SOURCE 04/30/04 04/30/05 FY 05/06 FY 05/06 FY 06/07 FY06 - >07 SEWER FUND (54) 534,561 538,543 522,207 524,970 524,970 0.53% -Sewer Use Fees 1,772,816 1,740,88.1 1,772,160 2,144,000 2,449,000 38.19% - Interest Earned 25,382 18,411 20,000 20,000 10,000 - 50.00% - Miscellaneous 39,624 44,017 3,084,000 37,000 1,622,500 - 47.39% TOTAL NEW REVENUE 1,837,822 1,803,309. 4,876,160 2,201,000 4,081,500 - 16.30% Adjustment (To) 1,500 0.00% TOTAL NEW REVENUE 254,843 289,082 337,000 From Retained Earnings 357,031 613,081 713,461 559,751 174,871 - 75.49% TOTAL OPERATING EXPENSES 2,194,853 2,416,390 5,589,621 2,760,751 4,256,371 - 23.85% Ii�1JElT�II�'l�'il` il*: i,:; �: �lE�l! IIipC; tG���1;: IpG�Ei)'w �i: �Iu:` �,: �! d�G `��iCu"�IpCt�![k�3G'�'u�11: ofd, 13�IL�€ G: �;'; G[: GCtl�il"€1 ���` �n" IGG�, �I�' �uV. �C9q�' w�: 11�' �( �J�' �i" u�i�: ii��, C: dl Gaii1! �1;1«' 11G", 9G1i'. CIIMii�llil* al �f1C�I�IC�IEa: �C ;!i�ll�➢�IfG'sI1�Wt7,q�L�"u'f[� (22,788) MOTOR FUEL TAX FUND (14) 1 1 1 - Intergov. Transfer In 534,561 538,543 522,207 524,970 524,970 0.53% - Interest Inc. /Misc. (114) 34,506 20,000 29,511 25,000 25.00% TOTAL NEW REVENUE 534,447 573,049 542,207 554,481 549,970 ' 1.43% Adjustment (To) From Fund Balance 15,517 (17,184) 58,793 61,721 75,030 27.62% TOTAL EXPENDITURES 549,964 555,865 601,000 �,n 616,202 �a 625,000 3.99% /o :: : n =111, : ,: �, Uilltfil t911 1 q li } 11E 1 t1 liltl fill G Ii if 1C G01102&m 1 1 t�1l GGJI IiG'u !IGI Iflw1(u i pG1i ILt iVJN!C1 El IGCliil : la 3l it fICR 111 Ji�G Gllal]G :n : 3 Mina gii�lw €�:l n, E�tE �Ql�li"�f gL' ' l� r, I rj GARAGE FUND (70) (575,750) (341,050) - 39.75% TOTAL EXPENDITURES 1,086,136 1,136,377 - Charges for Service 253,417 286,628 335,500 335,500 369,050 10.00% - Interest Earned /Misc. 1,426 2,454 1,500 .1 500 1,500 0.00% TOTAL NEW REVENUE 254,843 289,082 337,000 337,000 370,550 9.96% Adjustment (To) 1,499 11,815 5,000 5,000 10,000 100.00% From Fund Balance 77,166 7,440 9,054 6,354 (22,788) - 351.69% TOTAL EXPENDITURES 332,009 296,522 346,054 343,354 347,762 0.49% tl( �19Ill �t�p�ill�lil�l�iIliQ�iil�i l�>G�L�I�! lay '!.�1ia. "Ul�lua�H�!�'JIG�I�'�u 'n` 1�Il Iiii�! 3ps: l6�i l�ilw��ll3(�"IGtIE�I�!61Gygl»' IilllEi��}U�IU'� POLICE PENSION FUND (80) - Interest Earned 40,251 28,775 25,000 25,000 25,000 - Employer Contribution 325,762 614,326 725,000 725,000 725,000 0.00% - Employee Contrib. 288,507 349,043 316,100 316,100 316,100 0.00% - invest. Income 1,873,607 1,848,090 800,000 800,000 700,000 - 12.50% TOTAL NEW REVENUE 2,487,876 2,811,459 1,841,100 1,841,100 1,741,100 -5.43% Adjustment (To) 1,873,739 2,009,564 505,077 505,077 679,109 34.46% From Fund Balance (1,401,740) (1,675,082) (566,100) (575,750) (341,050) - 39.75% TOTAL EXPENDITURES 1,086,136 1,136,377 1,275,000 1,265,350 1,400,050 9.81% 3E1� �iP��l�life�€G €i1�i1111G�1i> lid! iilf t' 6i��1< i1 ��if 1�l�"' 11�1�fi�GI�F' 1I�f11111p� !R�'�C!G��19fii;tl�Ei'1�>«Gf��€ * €€ EIEU!�1€Ii:Et' �G1 �i1T�iIliipt�: liC; l(! �' ��1�1CCI[ �I�! If�fG !�u'11�10'Vl�liil<II�II1q�gi1I 0 INSURANCE (BENEFITS) FUND (72) 0 0 N/A - Property Taxes 372,682 393,421 - Charges for Services 1,798,871 2,098,264 517,777 517,777 755,618 45.94% - Invest. Income 1,499 11,815 5,000 5,000 10,000 100.00% - Miscellaneous 0 25 0 0 0 N/A TOTAL NEW REVENUE 1,800,370 2,110,104 522,777 522,777 765,618 46.45% Adjustment (To) From Fund Balance 73,369 (100,540) (17,700) (17,700) (86,509) 388.75% TOTAL EXPENDITURES 1,873,739 2,009,564 505,077 505,077 679,109 34.46% MN4 ME11=1180 DEBT SERVICE FUND (35) -Bond Proceeds 0 0 0 0 0 N/A - Property Taxes 372,682 393,421 20,000 20,000 20,000 0.00% - Transfer From General Fund 0 0 0 0 0 N/A - Transfer From Water 0 0 0 0 0 N/A - Transfer From TIF 2 1,769,550 1,941,750 1,877,250 1,877,250 2,302,000 22.63% -TIF Surplus Distribution 0 0 0 0 0 N/A - Interest Earned 40,251 28,775 25,000 25,000 25,000 0.00% TOTAL NEW REVENUE 2,182,483 2,363,946 1,922,250 1,922,250 2,347,000 22.10% Adjustment (To) From Fund Balance 1,166,200 603,804 423,750 (76,250) 556,000 31.21% TOTAL EXPENDITURES 3,348,683 2,967,750 2,346,000 1,846,000 2,903,000 23.74% !1110I>II!2fl6ENE. = l! Gt lt[t1411!II1i9111! IG i! i! p ! iE(3=3 mi)Clflplln ZMf�q!NMMINM 14 1 1 1 1 1 1 i 1 1 1 1 1 J 1 1 1 BUDGET SUMMARY - FOUR YEAR. COMPARISON YR.END YR.END BUDGET EST.YR.END BUDGET % CHG BUDG FUND /REVENUE SOURCE 04/30/04 04/30/05 FY 05/06 FY 05/06 FY 06/07 FY06 - >07 TAX INCREMENT FINANCING DISTRICT 1 - Lake Cook Rd (25) Adjustment (To) - Investment Income ' 179,863 233,502 85,000 85,000 500 - 99.41% - Increment Prop. Tax 10,601,031 10,605,676 5,500,000 8,364,890 25,000 - 99.55% -Other 0 0 0 0 0 N/A TOTAL NEW REVENUE 10,780,894 10,839,178 5,585,000 8,449,890 25,500 - 99.54% 1 1 ' 15 Adjustment (To) From Fund Balance 811,440 3,083,918 5,915,000 3,136,627 224,500 - 96.20% TOTAL EXPENDITURES 11,592,334 13,923,096 11,500,000 11,586,517 250,000 - 97.83% 17q(gl!gIG�ql�l!!.II,I" till.: l[ h!. �71g1! aEgla! q�` IClggl�i!( 7!! Ic! q�grw1gl: i, ll�' pt�li�` qq,( ggEq!. ��' ql�q! qq![*!( q, lq" ql L�l! imlf i' uqi' �gquglglql�(! Iwq)✓, u! irulttgl.*�llrgl�qlla! t��: �l�1gLl! u' gl��q' 1iJa I! �! �1114g1mqgitagGliL6lwlqull f!JgC7 MIN l iglu! q3l9 i( it (01ll)gg09II2quIIq3Culgl3 TAX INCREMENT FINANCING DISTRICT 2 - Village Center (26) - Grants 0 939,196 0 0 0 N/A '- Investment Income 68,456 137,741 125,000 125,000 145,000 16.00% - Increment.Prop. Tax 3,611,226 4,093,121 4,050,000 4,200,000 4,150,000 2.47% - Other/Transfers In 500,000 0 0 0 0 N/A TOTAL NEW REVENUE 4,179,682 5,170,058 4,175,000 41325,000 4,295,000 2.87% ' Adjustment (To) From Fund Balance (758,825) (802,673) 387,250 (2,019,750) 2,682,000 592.58% TOTAL EXPENDITURES 3,420,857 4,367,385 4,562,250 2,305,250 6,977,000 52.93% -- 010, 09simbilugqM.. 'Mo fill l 110{Lm(q'gg1 1 28M1.1 Ilf �iM q! i" q( NMUSltulf d'sq, �giM0002 qqGl�1!G1}!211 llCl�'at M i gG, mmoul=112ulq"E00- OEM '01031 INFRASTRUCTURE REPLACEMENT (22) - Transfers In 0 0 0 0 2,400,000 N/A -Home Rule Sales Tax 0 255,806 612,000 750,000 750,000 22.55% - Property Tax 0 0 45,000 45,000 45,000 0.00% '- Other (TIF Surplus /Grants) 0 43,268 353,500 453,500 23,500 - 93.35% - Interest Earned _ 38,155 82,701 40,000 40,000 10,000 - 75.00% TOTAL NEW REVENUE 38,155 381,775 1,050,500 1,288,500 3,228,500 207.33% Adjustment (To) ' From Fund Balance 1,107,455 1,336,387 3,346,900 2,261,500 1,222,500 - 63.47% TOTAL EXPENDITURES 1,145,610 1,718,162 4,397,400 3,550,000 4,451,000 1.22% qq( !li 1) !! I!fllCdq! Ig qlf l ; ! . ,I :: g 1 i!glflgClgfugllL�lgti! MOM g !qq gRa qiu gqg g1�I!LglEdgq €gCglC lIn.g AMlgfE 0! M MM!Hl[gq i Egq NECogll"Elq!gll�gG HImm qq IC�q>kglt3 glgigl�IGq g1[ q'g !I�gIE 7!q�{'�Iggi�ggtlq�lq lgC(!q q �ggq!G�G�!IIIVq(lu f A :I M '- VEHICLE 8 EQUIPMENT REPLACEMENT Interfund Transfer FUND (21) 516,810 523,431 509,737 509,737 532,583 4.48% - Interest/Misc. (9,356) 136,209 50,000 50,000 50,000 0.00% TOTAL NEW REVENUE 507,454 659,640 559,737 559,737 582,583 4.08% Adjustment (To) ' From Fund Balance 66,628 (251,959) 200,863 (207,172) 523,917 160.83% TOTAL EXPENDITURES 574,082 407,681 760,600 352,565 1,106,500 45.48% EMERGENCY TELEPHONE SYSTEM (911) (17) ' - Surcharge Revenue 298,776 302,268 298,000 296,000 300,000 0.67% - Interest (1,859) 10,245 4,000 4,000 8,000 100.00% TOTAL NEW REVENUE 296,917 312,513 302,000 300,000 308,000 1.99% Adjustment (To) ' From Fund Balance 164,649 (81,070) (31,600) (84,890) 15,268 - 148.32% TOTAL EXPENDITURES 461,566 231,443 270,400 215,110 323,268 19.55% .ft .: i � <ti, - .I a tr <i! �„ E !;,!,. � ,: c: 'G:`i" �I :E. 7 .: , it kl ;E ,� .'I. !� .. irys�(I; i1 p'� .: „ ? ,try E.i :n r. , I e'I�r�f ,ei! ?g �.�m, f!�:� l .I I� .� Ir �• 1.' i REM ME. � .!L! :I �:pi �! ! ?m�i � MENTION ..! . �: 3E , is %E'g. EE..: S! f �. !. • . !. • !F ; !: ('I :: i� ..' I: t, :,: + �'.' :. �w��14�El II�III' llif��a� .��iL:�w� "(I���L�L����u..uJ ��I��LIL11�µ�ikSiG, ���° tili�li' �! ����, :I,a'1Li11�iW��.�(�Jf�W1fi��`�4 �! p!. i'I i IiiG!91���� WASTE SYSTEM (58) 'SOLID -User Fees 640,430 630,935 655,000 661,500 660,000 0.76% - Property Taxes 761,356 740,915 809,000 809,000 809,000 0.00% - Miscellaneous 16,758 26,762 27,000 29,000 9,000 - 66.67% '- Interest (2,168) 16,155 2,500 2,500 2,500 0.00% TOTAL NEW REVENUE 1,416,376 1,414,767 1,493,500 1,502,000 1,480,500 -0.87% Adjustment (To) From Fund Balance (34,990) (23,321) 148,220 43,320 193,984 30.88% TOTAL OPERATING EXPENSES 1,381,386 1,391,446 1,641,720 1,545,320 1,674,484 2.00% EMIN m �I EKq3CA ! = 101 uHW 1�t ! MEN iu �� 11 florl 11H 1 1 ' 15 BUDGET SUMMARY - FOUR YEAR COMPARISON YR.END YR.END BUDGET EST.YR.END BUDGET % CHG BUDG FUND /REVENUE SOURCE 04/30/04 04/30/05 FY 05/06 FY 05/06 FY 06/07 FY06 - >07 COMM. STATION PARKING (60) -User Fees -Misc. Revenue - Interest TOTAL NEW REVENUE Adjustment (To) From Fund Balances TOTAL EXPENDITURES ui� TII� nl.'1III ' al, ((E PROJECT 29 (29) - Miscellaneous - Interest TOTAL NEW REVENUE Adjustment (To) From Fund Balance TOTAL EXPENDITURES 1 TOTAL NEW REVENUES 41,533,236 45,611,641 43,434,793 42,495,641 37,637,589 Adjustment (To) From Fund Balance 688,507 1,424,915 5 919 101 2,846,859 10 312 496 TOTAL EXPENDITURES 42,221,742 47,036,556 56,047,119 45,342,500 47,950,085 0.5 0.45 0.4 0.35 0.3 W 0.25 0.2 0.15 0.1 0.05 0 VILLAGE PROPERTY TAX RATE - $/$100 OF EQUALIZED ASSESSED VALUATION 1997 1998 1999 2000 2001 2002 TAX YEAR ( +projected) 16 2003 2004 2005' 2006+ , 151,133 202,498 223,000 199,500 203,000 o -8.97 /o 0 0 0 0 0 N/A (2,019) 16,325 8,000 8,000 8,000 0.00% 149,114 218,823 231,000 207,500 211,000 -8.66% ' (105,541) (23,310) 16,019 19,100 41,580 159.57% 43,573 195,513 247,019 226,600 252,580 2.25% +ry'.,�i :,�i ,i;:f.:. �'� � ,. :I �.: aE :: .:{ it ,I. , :I : YE,i�: ;:� .: kl.. ,. ::,I :: {i 11 rr :: � r .. ,qr ; E]m'iM1 ^.n,,. ,>,„,7 :: k ,:n: ll�LYlI���I��iYL4Ukl1�������{ 1:a tW, �I�U�il�L' { :, I �I I' 4� f� 'i) :. :. i rp Imo, P4 j ?, I,I ((�,'..1 .E;'�:(7�`.: pt �n(`'ry��ry'{ .:If i rry }„1 ?, I: ��p��p((`: n:: k a , ml , ME MM :: E :..: :: 09 �r�LL: 4` �4��GL' lltLs 'W�l���i'�:L��LY��I6EW� 0 0 0 0 0 N/A 3,328 2,812 3,000 3,000 3,000 0.00% ' 3,328 .2,812 3,000 3,000 3,000 0.00% (3,328) (2,812) (2,500) (3,000) (2,500) 0.00% 0 0 500 0 500 0.00% ' TOTAL NEW REVENUES 41,533,236 45,611,641 43,434,793 42,495,641 37,637,589 Adjustment (To) From Fund Balance 688,507 1,424,915 5 919 101 2,846,859 10 312 496 TOTAL EXPENDITURES 42,221,742 47,036,556 56,047,119 45,342,500 47,950,085 0.5 0.45 0.4 0.35 0.3 W 0.25 0.2 0.15 0.1 0.05 0 VILLAGE PROPERTY TAX RATE - $/$100 OF EQUALIZED ASSESSED VALUATION 1997 1998 1999 2000 2001 2002 TAX YEAR ( +projected) 16 2003 2004 2005' 2006+ , 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 C 1 MAJOR BUDGET POLICIES AND OBJECTIVES VILLAGE GOALS • To maintain a safe, healthy atmosphere in which to live and work. • To provide for the Village's long -term financial stability. • To respond in an efficient and effective manner to community needs. MAJOR BUDGET POLICIES FOR THIS FISCAL YEAR • Base Salary Increase - 3.75% • Additional personnel /personnel . hours to address service demands: an assistant director for operations in the Public Works Department and an engineering inspector to offset construction inspection previously contracted out • Implementation of recommendations from sewer system study: focus on the satellite facilities • 2.5% increase in water rates • Fund balance drawdown for capital project financing to delay issuance of debt, including transfer of funds from the General Fund to the Sewer and Infrastructure Replacement Funds • Begin construction of the addition to and remodeling of Village Hall • No increase in the General Fund property tax levy Water System Improvements: Replacement of water main as part of the Rosemary Terrace reconstruction. Infrastructure Fund. Capital Project item #40. Street Rehabilitation Project. Capital Project item #1(b). Funded through Motor Fuel Tax and Infrastructure Replacement Funds. Downtown Redevelopment, Village Center: Construction for the addition to and remodeling of Village Hall; to include new space for Community Development and a new Village Board and meeting rooms. Project #54. Sewer Fund Study Implementation: A comprehensive study of the treatment plant was completed in FY 2004/05. Initial work is repair and replacement of critical mechanical components of the system and rehabilitation /replacement of satellite pumping and treatment facilities while a long -term direction for the treatment plant is decided. Projects #10 -16 and 29 -35. Rosemary Terrace Infrastructure Improvement Project: Replacement of the underground utilities and pavement reconstruction from Deerfield Road to Westgate and along Orchard. Project #40. ANALYSIS OF MAJOR BUDGET POLICIES AND OBJECTIVES: The Village Board reviewed the proposed capital projects for a five year period early in FY 2004/05 toward developing stable financing for FY 2005/06 and beyond. The Board has elected to provide a stable source of funding for projects identified in the subsequent five -year programs. This budget continues the use of a 0.5% Home Rule Sales tax that was implemented on January 1, 2005 and the use of Motor Fuel Tax funds that were previously used for road operating maintenance costs. It was anticipated that debt would be issued to fund the capital projects identified in the CIP for fiscal years 2006/07 through 2008/09. However, due to fund balances in the General and Infrastructure Maintenance Funds, all current year capital project expenses will again be funded without the use of new debt. New debt will likely be required to continue the program in FY 2007/08 and beyond. The revenue to service this debt will likely be a combination of a portion of the home rule sales tax an additional property tax levy. 17 BUDGET PROCESS The budget is a master financial plan that represents services that will be provided to the community and the sources of funds required to perform these services. The budget developed by the Village is regulated through the Illinois Statutes and local ordinance. Pursuant to state statute, the Village is a home rule municipality and as such it has, among other powers: (1) a wider range of revenue options available, (2) no tax rate maximum, and (3) the ability to issue general obligation debt without limit. The Village has been sparing in the use of the tax levy and until FY 2004/05 the only home rule revenue source utilized by the Village had been a 6% hotel tax that will provide projected revenue of over $1.8 million. The Budget Act allows for control of the budget at the fund level. However, the Village requires its department heads to control their budgets at the departmental level. The budget process is analyzed in two parts - the operating budget and the capital program. The capital project plan has a longer term, and the current year component is incorporated into the operating budget. The operating and capital budgets are developed with a focus on long -term solvency. To maintain a long -term focus, the Village uses presentations of projected figures for the operating budget for two future years, in addition to the budget year, as well as the five -year capital project budget. Budget Amendment. While it is rare for the Village to amend the budget, the Village can do so. Two - thirds of the corporate authorities then holding office may revise the budget, providing that funds are available for the designated purpose. Debt Issues. No new debt was issued in FY 2005/06. Outstanding debt as of April 30, 2006, includes $8,000,000 Series 1998 used for TIF 2 public improvements and being serviced by TIF 2 revenues and $2,980,000 Series 2003, used to advance refund the bulk of the Series 1997 issue. The Series 2003 issue is being serviced from water system revenue. As indicated above, no new debt is necessary this year to support the current year's capital program. However, future years' capital programs will likely require new debt in the range of $5 to $10 million (likely in two series). Presuming that the Village will continue to maintain its Aaa bond rating, future debt issues will be general obligation with the potential for service with alternate revenue sources. Operating Budget. The budget process is a continuous one for Village staff, the Village Manager and members of the Board of Trustees. There are regular reviews of priorities and goals and the means to accomplish them. In joint meetings with department heads, supervisors prepare their operating budgets, which are reviewed and adjusted by the department head, prior to further review by the Finance Director and the Village Manager. After these reviews by the Village staff, the preliminary budget is prepared and sent to the Mayor and Board of Trustees. At that point, the Board meets as a Committee of the Whole to review and discuss proposed operating expenditures, existing and potential revenue sources, and requirements of the Village's capital project needs. Specific programs and projects are addressed as they relate to the present and future needs of the Village residents. Capital Program. In its capital projects program, the Village identifies long lasting construction expenditures in excess of $10,000. These expenditures are shown in the Capital Projects Fund Section. These projects are initiated from a number of sources, including the Director of Public Works and Engineering, other Village personnel, the Village Board, members of the public, or outside professional consultants. These items are prioritized by staff members, including the Director of Public Works and Engineering, the Village Manager and the Finance Director. They are then submitted to the Village Board for consideration, prior to presentation at a public hearing. During the process of prioritization, the available methods of financing are also reviewed. include: Effects of Capital Projects on Operating Budget. Major capital projects in this year's budget Street Sidewalk and Curb Rehabilitation Projects ( #1 and 2). These projects will not significantly reduce maintenance costs. With the square footage expected, there should be an approximate 18 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 r ' reduction of $10,000 per year in lower patching costs and avoidance of slip and fall liabilities. • Replace Miscellaneous Equipment and. Structure Repair in WRF. These projects are designed to result in more efficient equipment which will decrease electricity use by approximately 5% for this ' function, or about $300 annually, and to reduce the need for unanticipated emergency repairs in the amount of $10,000. ' • Water System Water Main Replacement Projects (#40). Due to history of problems with these mains, it is estimated that these projects will reduce the incidence of water main breaks by three breaks per year, at an average cost per break of $3,000, for a total savings of $9,000 per year. ' o Street and Sanitary Sewer Improvements (#40). It is difficult to quantify the savings from an improved road surface; however, it is estimated that overall savings from the replaced sanitary sewers and house service will result in approximately $10,000 in reduced overtime. and equipment ' costs due to the high incidence of sewer backups in this area. BASIS OF BUDGETARY ACCOUNTING ' Basis of accounting refers to when revenues and expenditures or expenses are recognized in the accounts and reported in the annual budget. The Comprehensive Annual Financial Report (CAFR) shows ' the status of the Village's finances on the basis of generally accepted accounting principles (GAAP). In most cases this conforms to the way the Village prepares its budget. An exception is the treatment of depreciation expenses, which are not shown in the budget, but the full purchase price of equipment and capital improvements are, while purchases of capital improvements are depreciated in the CAFR pursuant ' to GAAP (the Village's capital asset threshold is $25,000). .All Governmental Funds. (General Fund, Special Revenue Funds, Capital Project Funds) are ' accounted for using the modified accrual basis of accounting. Their revenues are recognized when they become measurable and available as net current assets. The Village's share of State - assessed income taxes, gross receipts, and sales taxes are considered "measurable" when in the hands of intermediary ' collecting governments and are recognized as revenue at that time. Anticipated refunds of such taxes are recorded as liabilities and reductions of revenue when they are measurable and their validity seems certain. The Village has the following governmental -type funds: r 1 1 1 J • General Fund — Accounts for the operations of the Finance, Administration, Engineering, Community Development, Police and Street Departments. • Motor Fuel Tax Fund — Accounts for activity funded by the state share of tax on the use of motor fuels. • Enhanced 911 Fund — Accounts for the operation of the E911 emergency response system and is funded by a per line charge on land -based and cellular phones. • Tax Increment Financing Districts (1 & 2) — A separate fund for each TIF District to provide for the redevelopment plans funded by incremental property tax. • Vehicle and Equipment Replacement Fund — Established to account for the funds set aside annually for the replacement of certain vehicles and other equipment. • Infrastructure Replacement Fund — Established in 1989 for the purpose of maintaining, repairing and renovating the capital assets of the Village. • Project 29 Fund — Established pursuant to an escrow agreement with the Corps of Engineers and State of Illinois to account for grant funds for a floodwater control project in the Village. • Debt Service Fund — To account for the accumulation of resources to pay for the long -term debt. Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred. The Village charges operating departments for equipment and motor vehicles based on the current replacement cost and estimated years of usage. These funds are accumulated in the Vehicle and 19 Equipment Replacement Fund until the equipment or motor vehicles are purchased. Agency Fund assets and liabilities are accounted for on the modified accrual basis. The Village has the following agency funds: Deposit Fund — To account for monies on deposit with the Village that are being held on a temporary basis. East Shore Radio Network — To account for the monies on deposit with the Village that are being held for the East Shore Radio Network, an intergovernmental association to provide for public safety communications coordination. The Insurance Fund, which was previously an internal service fund, was converted in FY 05/06 to an agency fund as it will henceforth be used only to provide for the Park District (separate government entity) and retiree -paid portion of the health insurance pool funding. All Proprietary Funds and Pension Trust Funds. (Enterprise, Internal Service, Police Pension) are accounted for using the accrual basis of accounting. Their revenues are recognized when they are earned, and their expenses are recognized when they are incurred. Unbilled Waterworks and Sewerage Fund utility service receivables are recorded at year -end. The Village has the following proprietary, internal service and pension trust funds: • Water Fund — Accounts for all activity relative to the acceptance, storage and delivery of water to the residents. • Sewer Fund — Accounts for all activity relative to the operation of the sanitary sewer system, including the transportation of sewerage to the Village owned and operated sewerage treatment plant. • Refuse Fund — The Village contracts with a private firm to collect and dispose of residential solid waste, residential recyclable materials and landscape waste. This fund provides for the revenues and expenses of this operation. • Commuter Parking Lot Fund — Provides for the activity necessary to operate and maintain the various commuter - parking facilities within the Village, including the commuter train station. • Garage Fund — Provides for the maintenance of Village -owned vehicles through operation of a vehicle maintenance facility in the public works complex. All operating departments are charged for work on their vehicles. • Police Pension Fund — As established by state statute, provides for the pension and disability benefits of sworn Village police officers, and is funded by employee and employer contributions, and investment income of the fund. Independently administered by a board of trustees as established in the state pension code. BUDGET AND FINANCE POLICY Infrastructure Management. The Village believes that ongoing maintenance of its infrastructure and equipment is of prime importance to reduce the risk of emergency repairs and avoid the cost increases of deferred maintenance. To finance capital projects, the Village utilizes standard capital raising techniques such as General Obligation and Revenue Bond Issues, as well as pay -as- you -go practices when reasonable. Two examples of the pay -as- you -go program are (A) the Vehicle and Equipment Replacement Fund and (B) the Infrastructure Replacement Fund. The purpose of the Vehicle and Equipment Replacement Fund is to keep annual expenses in balance while providing sufficient funds for the replacement of vehicles and major equipment items that cost in excess of $5,000. The Vehicle and Equipment Replacement Fund is fully funded. The Village also has established an Infrastructure Replacement Fund to provide funding for ongoing maintenance of the Village's infrastructure, primarily streets and underground improvements. The Village will transfer $1,800,000 from the General Fund and $600,000 from the Debt Service Fund to the Infrastructure Fund for capital projects this year. In addition, there will be a $1,600,000 transfer from the General Fund to the Sewer Fund for capital expenses. 20 1 1 1 C� 1 1 1 1 1 1 1 1 1 1 1 1 1 ' DEBT POLICY The Village of Deerfield is a home rule municipality and, as such, has no debt limitations. If, however, the Village were a non -home rule municipality, according to Illinois statutes, its available debt ' limit would be as follows: 5/1/05 5/1/04 ' Equalized Assessed Valuation $992,399,806 $921,735,951 Non- Home -Rule Debt Limit - 8.6% 85,346,383 79,270,000 Amount of Debt Applicable to Limit 0 0 ' Legal Debt Margin Available 85,346,383 79,270,000 All remaining debt outstanding has alternative revenues (TIF and water revenue) pledged for debt service. ' The figures demonstrate that the Village has been prudent in its use of its home rule debt authority. The Village's current bond rating is Aaa by Moody's, reaffirmed in February 2003, the date of the last bond issuance. 1 1 1 1 1 1 1 1 1 1 1 1 The Village's policies in the issuance of debt are: (1) to attempt to keep a relatively even debt service levy, allowing it to increase as new equalized assessed valuation is available and as capital needs arise. The Village must reconcile the quest for a stable levy with the fact that delayed improvements or maintenance often has a higher true cost. Summarily, the goal to keep an even debt service levy must be balanced against the necessity of the project. (2) The Village will not issue long -term debt for short-term projects. The life of the financing must not exceed the life of the project. The use of long -term debt is subject to review by the Board of Trustees. ACCOUNTING, AUDITING AND FINANCIAL REPORTING POLICIES 1. An independent audit will be performed annually. 2. The Village will produce annual financial reports in accordance with Generally Accepted Accounting Principles (GAAP) as outlined by the Governmental Accounting Standards Board. 3. The Finance Department will report to the Mayor and Board of Trustees and to the departments on a monthly basis the amount of funds expensed or expended for the month and year -to -date vs. budget and projected. 4. The Finance Department will also report on an ad hoc basis on any other financial items that will affect the Village's financial picture. MAJOR REVENUES Property Tax - $2,839,000. The General Fund's second largest revenue item is the property tax. Deerfield is a home rule municipality, and, as such, has no limit on the amount it can levy for property taxes. (The Village collection on its property tax levy has averaged 99% over the last five years). Pursuant to Village Board direction, the proposed property tax levy is unchanged from last year. Other revenues or use of fund balance will offset the increased costs in the applicable funds. The property tax components are: General Corporate — 70 %, Refuse Services — 28 %, Infrastructure Fund — 2 %. 21 EQUALIZED ASSESSED VALUATION Tax Levy Year Net for Taxing Incremental Total Purposes (TIF) Valuation 1996 624,187,752 132,181,536 756,369,288 1997 648,880,301 143,759,549 792,639,850 1998 677,651,742 155,971,065 833,622,807 1999 701,085,856 171,071,736 872,157,592 2000 737,589,929 180,615,291 918,205,220 2001 800,595,252 206,572,239 1,007,167,491 2002 871,070,465 221,617,893 1,092,688,358 2003 921,735,951 223,387,645 1,145,123,596 2004: Cook County 103,830,060 85,920,348 189,750,408 Lake County 888,569,746 149,679,371 1,038,249,117 2004 Total $992,399,806 $235,599,719 $1,227,999,525 Sales Tax - $4,050,000 regular /$1,500,000 home rule - Sales tax, which is now the Village's largest single General Fund revenue item, is a 1% tax (regular) on the exchange of all tangible personal property within the Village, and the Home Rule tax which is 0.5% on items that are not titles (autos) or groceries. This tax is collected by the State and remitted to the Village. This revenue source continues to increase every year. The Village is projecting an increase of 13% from budget year 2005 -06 due to the ongoing success of retail businesses in the Village's new downtown and continued strong local economy. This will be the second full year of the home rule sales tax of 0.5 %, with half going to the General Fund and half to the Infrastructure Replacement Fund. This was implemented on January 1, 2005 and is now anticipated to generate $1,500,000 on a full year basis. The Village was one of the last home rule units in the area to impose this tax, and it is at a level below the average imposed by other communities. Income Tax - $1,458,800 projected - The Village receives a portion of the State of Illinois Income Tax receipts. This projection is based on the estimates of the Illinois Municipal League and is up 11.5% from last year. The State economy began to recover in the last half of the prior fiscal year and this estimate reflects that continued recovery; however, this revenue source is at the whim of the state legislature and is subject to being decreased or totally retained by state action. Hotel /Motel Tax - $1,875,000 projected - This revenue source has been substantially affected by the downturn in business travel since fiscal year 2001 -02. The current estimate of 2005 -06 revenue is $1,875,000. Fiscal year 2006 -07 projected assumes this to stay unchanged; this revenue source is very sensitive to the economy and other external sources as our six hotels cater mainly to the business traveler. Investment Earnings - $1,507,000 projected - The largest portion is earned in the Police Pension Fund, where $700,000 is budgeted from a combination of equities and fixed income securities. The projections are based on existing investments and on amounts to be invested in the coming year. Although short -term interest rates have risen sharply recently, much of the investment is negatively affected as the market values decrease with a rise in interest rates — the earnings revenue budget includes the affects of unrecognized changes in asset value. User Charges - Village budget policy requires that those funds that can be reasonably financed by a user charge be so financed: Water - $4,167,268, the budgeted amount for water sales, is based on the rate of $3.20 per 100 cubic feet. This rate reflects a raise of 2.5% this year to reflect a higher wholesale rate from the City of Highland Park. In addition, water usage has been growing slightly due to new development and higher 22 J 1 1 1 I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 F landscape use. Usage can fluctuate widely from year to year depending on the summer rain fall total; much of the usage during this period is for landscape purposes. Sewer - $2,449,000, the budgeted amount for sewer charges, is based on current usage and sewer charge of $2.31 per 100 cubic feet. The sewer rate was increased in FY 05/06 based on recommendations from the rate study that was performed in FY 04/05 to provide for proper funding of anticipated operating and capital expenditures. The Board selected this rate in combination with the elimination of the winter quarter averaging to provide for the operating expenses. Capital expenditures will be funded from alternate sources, including General Fund transfers and debt serviced by property taxes. This new rate structure should be able to support the operations of the Fund. Refuse - $660,000, the budgeted amount for refuse billing, is based on the existing rate and the existing number of homes. Residential refuse billing was last increased on 5/1/01. The contractual refuse service is funded through a combination of user charges and a property tax levy that is being increased this year. The Village renewed its contract with the waste hauler, ONYX, for an additional five year period effective January 1, 2006. The basic charge was unchanged for the first year; however, the Village elected to convert the recycling process to wheeled carts from bins and an additional charge will be incurred for the lease of these carts. The Board has chosen not to raise the direct charge to the residential user at this time. FINANCIAL CONDITION OF THE FUNDS Fund - The fund is a self - balancing group of accounts that includes revenues, expenditures, assets and liabilities. Each fund has some specific purpose; funding a pension, providing for the treatment of sewage, or funding capital maintenance or replacement programs. The way to distinguish a fund from an activity is that a fund will have exclusive revenue items as well as expenditures. Normally expenses are to be balanced with revenues within a fund. Generally the funds of the Village are in sound condition and, if the budget performs as projected, they will continue to have available balances by year -end. As indicated above, the revised sewer rates will enable that fund to balance operating expenditures with operating expenses. FINANCIAL CONDITION OF THE VILLAGE The Village continues to be in excellent financial condition. This is indicated by: • Moody's bond rating of Aaa. • Continued year to year increases in sales tax revenue. • Substantial increases in equalized assessed valuation. • Debt levels are very low compared to national levels. • Continued full required funding contribution of pension costs. • Continuing maintenance of the Village plant and equipment. • Full funding of the Vehicle and Equipment Replacement Fund. • Capital project funding using existing reserves without the need for additional debt. FUTURE YEARS' PROJECTIONS The Village projects its Operating Fund two years into the future. Estimates are conservative. The Village is assuming a general increase of 3% for items not guaranteed by contract or other similar surety. 23 PERSONNEL There are two additional full -time personnel added in this budget. An engineering inspector is being added to assist in construction supervision which should alleviate contracting with engineering firms for some of this work. The Street Foreman position is being upgraded to a Superintendent position who will have charge over the operations of the street, building and vehicle maintenance functions. This is not a new position but a reclassification. The second position is the upgrade of the part -time Public Works secretary to a full -time position. This results in a reduction in the part-time staff. Due to the slow growth in revenues and the relatively stable population numbers, it is not anticipated that significant additional personnel will be necessary into the future. As employee turnover occurs due to retirements and departures, positions are reevaluated to ensure that the manpower is necessary and that the proper skill sets are acquired as positions are filled. DEVELOPMENT ACTIVITIES The significant downtown activity is now occurring in the northern quadrants in the form of Village assisted facade improvements and public sector improvements. The Park District has substantially completed a major redevelopment of Jewett Park in this quadrant including a new warming/concession building and the expansion of the park to properties along Hazel that were previously purchased. And, the Village's architect has completed the design and construction documents for the addition and remodeling of the Village Hall to include new offices for Community Development and a new Village Board room and ancillary meeting facilities. This will also improve security for the current Village Hall areas of Finance and Administration. Construction will commence in early FY 2006/07. Increasing residential property values have driven sustained interest in the redevelopment of existing properties, primarily through single - family teardowns. Over 80 residences were demolished and new houses built in FY 2005/06. However, this activity appears to be slowing as the effect of diminished market demand and higher interest rates slows the speculative building activity. Takeda Pharmaceuticals, who previously purchased the 70 -acre vacant parcel at Lake Cook and Saunders for construction of their new North American headquarters, broke ground on May 6, 2005 and has substantially completed work on the site and the first two buildings. Occupancy is expected in fall of 2006. When the development is complete over 1.1 million square feet of new Class A offices will be built in a total of five buildings on that site. A good portion of the higher than expected building permit fee revenue in FY 05/06 was due to these buildings. As this development builds out, the Village will receive increased building permit fees, but this is not reflected in this budget as they have not made their plans known. This continued interest in the residential and commercial development of the Village should ensure future strength in the property values of the Village. Staff is constantly reviewing service delivery in all areas to ensure that our high service levels are maintained through this growth. EAV GROWTH I iTi i i i i ; i i'i' i'i 1996 1997 1998 1999 2000 2001 2002 2003 2004 TAX YEAR 0TAX BASE EAV ■TIF 1 EAV ■TIF 2 EAV 24 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET CALENDAR BUDGET PREPARATION AND LEGISLATIVE ENACTMENT FOR FISCAL YEAR 2006 -07 DATES * OPERATING TIMETABLE RESPONSIBILITY CENTER January 1 -20 - Preparation of department budgets Department heads, staff January 20 - All departmental budgets requests entered into Department heads, staff Munis budget module January 23 - - Manager reviews budget with department heads; Village Manager, Finance February 10 further review when necessary Director, Department heads February 24 - Budget to Mayor and Board of Trustees Finance Department for review February 24 - - Review by Mayor and Board of Trustees Mayor and Board of Trustees March 17 February 21 - Adopt ordinance calling for tentative budget and Board of Trustees publication Mayor and Board of Trustees, February 27 - Commence budget review meetings Finance Director, Department heads - Legal publication of notice of public inspection March 2 of budget & public hearing Staff March 2 - Proposed budget placed on file for review Staff by public April 3 - Public hearing on proposed budget Mayor and Board of Trustees, Staff April 17 - Board meeting and passage of the budget Ordinance by Mayor and Board of Trustees May 1 - Budget Effective Date May 1 -April 30 - Implement and Administer Budget Staff May 1 -April 30 - Review of Progress toward Goals and Objectives Staff, Mayor and Board of Trustees December 1 - Board Commentary on 2006 -07 Budget Mayor and Board of Trustees *all 2006 25 Village of Deerfield Budgeted Full Time Employees DEPARTMENTIFYE 4 -30 2000 2001 2002 2003 2004 2005 2006 2007 VILLAGE MANAGER 3 3 3 3 3 3 3 3 FINANCE 7 7 7 8 8 8 9 10 ENGINEERING 1 1 1 1 1 1 2 3 COMMUNITY DEVELOPMENT 5 5 5 5 5 5 6 6 PUBLIC WORKS: ADMINISTRATION 3 3 3 3 3 3 2 3 STREETS 7 7 7 7 7 7 7 7 UTILITIES MAINTENANCE 12 12 13 13 13 13 13 13 SEWAGE TREATMENT PLANT 8 8 8 8 8 8 8 8 GARAGE 2 2 2 2 2 2 2 2 TOTAL PUBLIC WORKS 32 32 33 33 33 33 32 33 POLICE: 0.6 0.6 0.8 0.3 0.3 0.3 0.3 0.3 ADMINISTRATION 8 8 8 8 8 8 8 7 COMMUNICATIONS 7 7 8 8 8 8 8 8 INVESTIGATIONSNOUTH 7 7 7 7 7 7 7 7 PATROL 32 32 32 32 32 32 32 32 TOTAL POLICE 54 54 55 55 55 55 55 54 TOTAL 1 1021 102 1041 1051 1051 105 107 109 Budgeted Part-Time Employees (Full Time Equivalent) DEPARTMENTIFYE 4 -30 2000 2001 2002 2003 2004 2005 2006 2007 VILLAGE MANAGER 0.6 0.8 0.2 0.6 0.6 0.6 0.6 0.6 FINANCE 0.8 0.8 0.8 0.9 0.8 0.8 0.0 0.2 ENGINEERING 0.1 0.1 0.0 0.0 0.0 0.0 0.0 0.0 COMMUNITY DEVELOPMENT 1.6 1.7 1.7 1.7 1.7 1.7 0.8 0.8 PUBLIC WORKS: STREETS 1.8 1.0 1.0 0.8 0.8 0.8 0.8 0.8 UTILITIES MAINTENANCE 1.3 1.0 1.2 1.5 1.5 1.5 1.5 0.7 SEWAGE TREATMENT PLANT 0.5 0.5 0.2 0.3 0.3 0.3 0.3 0.3 TOTAL PUBLIC WORKS 3.6 2.5 2.4 2.6 2.6 2.6 2.6 1.8 POLICE: ADMINISTRATION 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 COMMUNICATIONS 0.6 0.6 0.8 0.3 0.3 0.3 0.3 0.3 PATROL 1.7 1.7 1.7 1.8 1.8 1.8 1.8 1.8 TOTAL POLICE 2.3 2.3 2.5 2.1 2.1 2.1 2.1 2.1 TOTAL 1 9.0 8.2 7.6 7.9 7.8 7.8 6.1 5.5 w 1 1 1 �1 1 1 1 ,-, 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 SUPPLEMENTAL INFORMATION The Village at a Glance Incorporated in 1903 and located 27 miles north of downtown Chicago, the Village is predominantly a community of single - family homes. The 2000 Census recorded a population of 18,420 and 6,518 housing units within a land area of 7.0 square miles. The Village's population has increased by 7.4% from 1980, whereas the number of housing units in the Village has grown by 20 %, indicating a continuing trend toward smaller household sizes. Year Population Housing Units 1980 17,430 5,489 1990 17,327 6,052 2000 18,420 6,518. Deerfield is recognized as one of the State's wealthiest communities. In the 2000 Census, Deerfield's median family income of $118,683 was 2.2 times greater than the statewide median of $55,545. The Village's $342,900 Median ' Home Value at the 2000 Census was 262% greater than the statewide median of $130,800. Recent sales data indicate the median value has increased. to $495,000. This increase in existing property value has resulted in a dramatic increase in the equalized assessed valuation (EAV) over the past two years. Following an 5.6% increase in ' tax levy year 2003, the EAV increased 7.2% in 2004 and is projected to increase by 22% in 2005 to $1,211,800,000. This includes an estimated $195,000,000 in EAV in increment value from the Lake Cook Road tax increment financing district, which terminated on December 31, 2004 and will be factored into the 2005 tax levy year. The Commercial Tax Base 1 1 1 1 I [I 1 1 1 1 In addition to the residential areas of Deerfield, the Village's tax base also includes a number of corporate headquarters facilities and other commercial establishments. The Village's larger office buildings are located primarily along the north -south 1 -294 Tollway, which is in the western part of the Village, and the east -west Lake Cook Road corridor, a four -lane road near the southern boundary of the Village. Other commercial areas include Deerfield's downtown business district, which has undergone a major redevelopment, and various retail and service firms along Waukegan Road and Deerfield Road. The following table lists the largest taxpayers in the Village. Equalized Assessed Taxpayer Business Properties Valuation (2004) Carr America Realty Group Parkway North Office Center $32,431,009 Cornerstone Deerfield LLC Corporate 500 Center 23,599,139 Walgreen Companys Office Center 20,786,869 Baxter International Office Buildings (4) 18,190,395 CRM Properties Retail Center 12,063,296 Estate of James Campbell Arbor Lake Center 8,408,001 Deloit & Touche Hyatt Campus Office Park 7,869,184 Marriott Corp. Hotels 6,830,001 RREEF Mgmt Commercial /Retail /Apartment 6,065,155 27 $120,123,336 Percentage of Total Village Assessed Valuation 3.3% 2.4% 2.1% 1.8% 1.2% 0.9% 0.8% 0.7% 0.6% 13.7% The table below lists the ten largest employers in the Village as determined by a January 2003 canvass of employers. Employer Walgreen Company (2) Baxter International (3) Hewitt Associates Illinois Student Assistance Comm. Fujisawa USA, Inc. Deerfield School District 109 Wm. M. Mercer, Inc. Jim Beam Brands Twp High School District 113 (4) Shand Morahan Business /Service Corporate Headquarters Health Care Products Management Consulting Student Loans (State Agency) Pharmaceuticals Elementary School District Management Consulting Corporate Headquarters High School District Insurance # of Employees(1) 2,500 1,000 800 515 450 400 250 250 246 240 Notes: 1. Excludes the Village's larger retail establishments, which include Whole Foods, Jewel -Osco, Best Buy, Sportmart, Barnes & Noble, Borders Books and Music, Office Max, Office Depot and Home Depot. 2. The employment number shown above includes the corporate headquarters complex and employees of WHI, a subsidiary of the Walgreen Company, which has offices in another location in the Village. 3. Includes only those employees located in Deerfield. Excludes the employees at Baxter's corporate headquarters, which is adjacent to the Village. 4. Includes only those employees who work at Deerfield High School (the District also operates a high school in neighboring Highland Park). The following municipal services and facilities are available in the Village of Deerfield: Number of Full -Time Employees (FTE) 114.5 Miles of Streets 76 Miles of Alleys 4 Miles of Sewers 151 Police Protection: Number of Stations 1 Numbers of Police Officers (authorized) 40 Library Services: Number of Branch Libraries 1 Number of Books 181,000 Circulation 342,922 Recreation Facilities: Number of Parks and Playgrounds 20 Park Area in Acres 360 Municipal Water Utility: Service Locations 6,783 Average Daily Water Pumped (gals) 2,782,106 Miles of Water Mains 84 Municipal and Other Governmental Services The Village of Deerfield is governed by a President/Mayor and Board of six Trustees, all of who are elected on an at -large basis. Pursuant to a referendum on April 15, 1975, the Village is a home rule unit under Illinois law. In 1952, the Village adopted an ordinance creating the position of Village Manager. The Manager is responsible for the day -to -day operations of the Village and its 114.5 employees (FTE), of which 40 are sworn police officers. The 28 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Village has collective bargaining units among Village employees representing the patrol officers and public works ' employees. The Village has a complex of governmental buildings including the Village Hall (constructed in 1959 and remodeled in 1988/89), the Police Building addition to the Village Hall (constructed in July, 1980, and remodeled in 2002) and the Village Hall Annex constructed in 1959. The Village's $1,500,000 public library was ' constructed in 1971. Recent interior improvements to the library have included an elevator and other accessibility improvements and a new fiction room in the lower level, completed in 1995. The main floor was renovated in 1998. In 1988 the Village and the Deerfield Park District constructed a $3,300,000 public works garage. An enhanced 911 telephone emergency system was installed in 1991. Construction of a $5.5 million senior center was completed in September, 2003. The Village recently purchased the West Deerfield Township interest in the Annex building and construction on the new addition to Village Hall to accommodate increased demand for office and meeting room space is scheduled to begin in May, 2006. Deerfield has purchased Lake Michigan water from the City of Highland Park on a contractual basis since 1913. The Village maintains three pumps at the reservoir in Highland Park and has 84 miles of water mains through which approximately one billion gallons of water per year flow. The Village has a one million gallon elevated tank, a 4.3 million gallon underground reservoir and a newly completed 2.0 million gallon underground reservoir. The adjacent Village of Riverwoods purchases approximately one -third of its water supply from Deerfield (the balance of Riverwoods is served by private wells). ' The Village is served b separate sanitary 75 miles and storm 75 miles sewers with sanitary treatment provided 9 Y P rY ( ) ( ) rY P by the Village owned sewage treatment plant. The Village's most recent treatment plant expansion was completed ' in 1978. The Village's 25% share of the $4.7 million cost was funded with general obligation bonds. The plant has a hydraulic design capacity sufficient to serve a population of 30,000. The Village anticipates this capacity will be sufficient for the foreseeable future. However, a study has been completed that recommended alternatives to the Ifuture of this plant. As of yet, no decision on a long term funding scenario has been reached. � I ' 2006/07 Budget Expenditures (by function) 1 1 1 1 Interfund Transfers 8.8% Police Pens. Payments 2.9% Infrastructure 9.3% TIF Capital Expend. 14.8% TIF Surplus Rebate------ 0.5% M FT 1.3% —J General Obligation Debt 4.8% 29 General Government 9.3% Water 11.1% Scavenger 3.5% 1 1 1 r 1 1 u 1 1 11 1 1 1 1 1 CI 1 1 1 1 1 1 1 1 r 1 1 7 L 1 1 1 1 r 1 1 1 1 L 1 1 1 r 1 1 1 1 1 1 1 F� 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2006 -07 ADMIN_ SUMMARY /FINANCE VILLAGE MANAGER_ COMM. DEVELOP.. ENGINEERING) PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET I % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 I FY 05/06 I FY 05/06 FY 06/07 FY06 -►FY07 PERSONNEL SERVICES 1,898,278 2,469,239 2,185,809 2,683,446 8.68% TRAINING & DEVELOPMENT 4,845 12,750 15,750 44,650 250.20% CONTRACTUAL SERVICES 1,394,992 1,331,935 1,438,485 1,486,956 11.64% COMMODITIES 42,896 67,650 62,200 63,750 - 5.76% UTILITIES 27,304 35,800 31,800 35,600 - 0.56% CAPITAL OUTLAY 10,413 21,500 21,500 49,500 130.23% CAPITAL IMPROVEMENTS 2,174 48,000 25,000 58,500 21.88% TRANSFERS OUT 1 60 .3321 3,054,2371 54,2371 3.450.348 12.97% 1 3,441,2341 7,041,1111 3,834,7811 7,872,750 TOTAL 11.81% ADMINISTRATIVE FUNCTIONS ENGINEERING 10% COMMUNITY DEVELOPMENT 21% (does not include transfers out) VILLAGE MANAGER 19% 31 WCE DEPT. 50% FINANCE DEPARTMENT ' The Village's Finance Department provides all accounting services, performs investment and cash management activities and coordinates capital financing, purchasing, budget preparation and control, as well ' as annual audit preparation and compliance and overall information technology coordination. As required by statute, the Director of Finance, as Treasurer, provides regular reports on the fiscal condition of the Village to the Mayor and Board of Trustees. The Department is also responsible overall for human resources, risk ' management and information technology. The Finance Department is staffed by the Director of Finance, an Assistant Finance Director, Computer Systems Coordinator, accountant, computer technician, two principal accounting clerks, a finance clerk, a ' cashier - receptionist and a building custodian. During the past year, the accountant position was created in lieu of the finance secretary and the part-time general finance clerk was upgraded to a full -time position. The computer technician position was created to replace a retiring police officer who was responsible for IT ' services in the Police Department; the budget for this position is being transferred to Finance from Police in FY 06/07. The Director of Finance/Treasurer coordinates all of the financial affairs of the Village, establishes and maintains necessary controls, and supervises the employees and activities of the Finance Department. The Departmental Obiectives for the 2006 -07 fiscal year are as follows: ' Review finance department processes and implement new processes as necessary. Review and implement new purchasing and travel policies (carryover from prior year). ' Prepare for implementation of new GASB requirements for additional CAFR schedules and post - employment benefits. ' Complete the annual Budget and comprehensive financial report and apply for the respective GFOA awards in each of these categories (annually). Determine the feasibility of accepting credit cards for Village accounts receivable, including utility t billing. Assist in the deliberations over the new Public Works union organization (ongoing from prior years). ' Accomplishments 2005 -06 fiscal year ( *denotes 05/06 Departmental Objective): Completed the 2005 -06 annual budget document, applied for and received the GFOA Distinguished Budget Presentation Award for the fifteenth consecutive year.* Completed the 2004 -05 comprehensive annual financial report, applied for and received the GFOA , Certificate of Achievement for Excellence in Financial Reporting for the twenty -first consecutive year.* Conducted the statutory annual Tax Increment Financing Joint Review Board meetings for both TIF ' Districts. Distributed over $11 million in surplus funds from the Lake Cook Road TIF District.* Implemented direct debit for payment of Village utility bills.* ' 1 32 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Work Statistics Checks Written Water, Sewer and Garbage Bills Issued .Invoices Processed Vehicle Licenses sold and Transferred Investment Transactions % Interest Earnings - Village 90 -Day T -Bill Benchmark % Rate 101111- 2002 2003 2004 2005 2006 2007 1,854 2,750 7,750 33,150 CONTRACTUAL SERVICES (est.) 9,606 6,845 6,225. 5,975 5,800 5,750 30,846 31,154 30,696 30,816 31,250 31,550 1,069 3,595 3,751 3,250 3,300 3,325 12,960 12,856 12,625 12,720 13,500 13,500 55 49 32 25 25 30 5.13. 3.89 3.06 3.40 3.80 5.00 3.46 1.62 1.04 1.50 3.00 4.05 BUDGET REQUEST - FY 2006 -2007 FINANCE DEPARTMENT PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET % CHG 1,854 2,750 7,750 33,150 CONTRACTUAL SERVICES BUDG 919,375 FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES 733,589 894,690 830,700 975,800 TRAINING & DEVELOPMENT 1,854 2,750 7,750 33,150 CONTRACTUAL SERVICES 1,029,225 919,375 980,075 1,066,306 COMMODITIES 19,501 36,500 32,200 30,000 UTILITIES 18,621 26,200 22,200 25,000 CAPITAL OUTLAY 7,491 15,500 15,500 13,000 CAPITAL IMPROVEMENTS 0 0 0 0 TRANSFERS OUT 44,251 3,038,556 38,556 3,434,667 DEPARTMENT TOTAL 1 1,854,532 1 4,933,571 1 1,926,981 ( 5,577,923 33 9.07% 1105.45% 15.98% -17.81% -4.58% - 16.13% N/A 13.04% 13.06% GENERAL ADMINISTRATION MAYOR AND BOARD OF TRUSTEES The legislative branch of the Village is responsible for interpreting the wishes of the community and determining the policies under which the Village operates. The residents of Deerfield elect the Mayor and six Trustees to four year overlapping terms for which they receive no compensation. BOARDS, COMMISSIONS, AND COUNCILS There are nineteen independent commissions, councils, and boards authorized by the Mayor and Trustees or required by State law that are appointed to advise and assist the Board of Trustees in its policy decisions. These councils also conduct hearings that pertain to their function. All positions on these boards are non - salaried. 1. Board of Local Improvements - Consists of seven members (the Mayor and the Board of Trustees). Makes recommendations to the Trustees regarding those things that it feels should be done to improve the Village by special assessment, special taxation, or otherwise. The Village Clerk is secretary to the Board. 2. Plan Commission - Consists of seven members plus the Mayor (ex- officio), serving three -year overlapping terms, except the Mayor who serves a four -year term. Members are appointed by the Mayor with the advice and consent of the Board of Trustees, and the chairman is designated for a one -year term in the same manner. The Planning Commission is responsible to the Board of Trustees for holding public hearings and making recommendations regarding the Comprehensive Plan, annexation, sub - division, and zoning (land use, ratio of building to land area, and building height). 3. Board of Zoning Appeals - Consists of seven members who serve five year overlapping terms. Appointed by the Mayor with the advice and consent of the Board of Trustees. Responsible to the Board of Trustees to hear and make recommendations on applications for variations to the provisions of the zoning ordinance, and to hear and rule on appeals from orders or decisions made by the administrative officer enforcing the zoning ordinance. 4. Board of Police Commissioners - Consists of three members, each serving three -year overlapping terms. Appointed by the Mayor with the advice and consent of the Board of Trustees. Responsible for all appointments, promotions, and dismissals involving sworn officers, and conducts entrance and promotional examinations. 5. Police Pension Board - Has five members who serve two -year terms, including two civilians appointed by the Mayor, two members elected from the police force, and one member elected from the beneficiaries of the pension fund. Determines eligibility of applicants, distributes funds, manages, invests, and controls the police pension fund. 6. Safety Council - Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees, serving three -year overlapping terms. Responsible to the Board of Trustees to study and make recommendations regarding Village safety issues relating to traffic. 34 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 t7. Board of Building Appeals - Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees, to serve five -year overlapping terms. The members are responsible to the Board of Trustees to hear appeals on decisions ' made by the Building Commissioner enforcing the building ordinances and to recommend action to the Board of Trustees regarding such appeals. The Board holds hearings and makes recommendations to the Board of Trustees regarding changes in the building ' codes. 8. Community Relations Commission - Consists of seven members appointed Mayor with ' the advice and consent of the Board of Trustees to three -year overlapping terms. Studies and recommends means of developing better relationships among all residents in all community activities. Identifies and evaluates the social, recreational and developmental needs of village youth and how they might participate in all aspects of community life. ' Initiates and conducts educational and informational programs to promote diversity. Awards village assistance to senior residents in .accordance with established eligibility criteria. ' 9. Manpower Commission - Consists of five members appointed by the Mayor with the advice and consent of the Board of Trustees for three -year overlapping terms. Reviews ' possible appointees to the Village boards, commissions, and councils and makes recommendations to the Mayor and Board of Trustees. 10. Electrical Commission - Consists of five members appointed by the Mayor with the advice ' and consent of the Board of Trustees for four -year coterminous terms or until their successors are appointed. Responsible to the Board of Trustees to recommend standards, specifications, and rules and regulations governing the installation, alteration, ' and use of electrical equipment in the Village. 11. Emergency Services and Disaster Agency - Consists of a director and such additional ' members as the director selects. Responsible for the administration, training and operation of the Agency. 12. Village Center District Development and Redevelopment Commission - Consists of nine ' members appointed by the Mayor with the advice and consent of the Board of Trustees. This Commission advises the Board on matters that affect the development or redevelopment of the Village Center District. 13. Energy Advisory and Resource Recovery Commission — Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees for three year overlapping terms. Its responsibilities include advising the Board and initiating ' matters related to the recovery of resources (recycling) and energy conservation. 14. Cable and Telecommunications Commission - Consists of nine members, appointed by ' the Mayor with the advice and consent of the Board of Trustees, for three -year overlapping terms. Regulates the use of the Village's right -of -way by telecommunications service providers. Administers the Village's Public Access TV System, including operating the Deerfield InfoChannel. Resolves customer service complaints from residents. 15. Cemetery Association - Consists of three members appointed by the Mayor with the ' advice and consent of the Board of Trustees for indefinite terms. Arrange for the care and maintenance of the Deerfield Cemetery. 1 1 35 16. Appearance Review Commission - Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees for three -year terms. Responsible for reviewing exterior design of new and remodeled buildings in the Village Center and in C -2 Outlying Commercial Districts. 17. Sister City Committee - Consists of five members appointed by the Mayor with the advice and consent of the Board of Trustees for indefinite terms. Communicates with and maintains friendly relations with Ludinghausen, Germany. 18. Stormwater Management Committee - Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees for indefinite terms. Responsible for making recommendations to the Mayor and Board of Trustees regarding improvements to the storm and sanitary sewer systems. 19. Fine Arts Commission - Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees for three year overlapping terms. Responsible for promoting and encouraging an artistic and cultural environment within the Village. VILLAGE CLERK The Village Clerk is responsible for the maintenance of the official records of the Village as required by statute and by the Mayor and Board of Trustees. The Clerk acts as custodian of the Village seal which is required on many documents, publishes legal notices, oversees Village elections, and performs other duties as stated in statute or ordinance. Appointed by the Mayor and Board of Trustees, the Village Manager serves as the Village Clerk. 36 J VILLAGE MANAGER'S DEPARTMENT ' Personnel in the Manager's Department serve to join the legislative branch of the Village to its operating departments. As provided by ordinance, the Village Manager advises the Mayor and Board of Trustees on policy decisions and acts as Chief Administrative Officer, supervising the activities of all department heads ' and directing the day -to -day operations of the Village. The Village Manager is also appointed Village Clerk by the Mayor and Board of Trustees. ' The Village Manager's Department is staffed by the Village Manager, Assistant Manager, Executive Secretary, a part -time Administrative Intern and two part time Secretaries to the Boards and Commissions. All of the activities of the various boards and commissions are included in the Village Manager's budget. ' The Departmental Objectives for the 2006 -07 fiscal year are as follows: Provide the Mayor and Board of Trustees relevant and timely information and advice necessary to ' evaluate and make policy decisions. u 1 1 1 1 1 1 1 1 Direct and advise operating departments in order to meet service levels established by the Mayor and Board of Trustees. Encourage citizen participation in Village activities through public information materials, press releases and cable TV programming. In conjunction with the Village Attorney, coordinate the preparation of ordinances, resolutions, contracts, agreements and other documents for consideration by the Mayor and Board of Trustees. Represent the Village in working with federal, state, regional and local agencies, governments and community groups, as well as private enterprises and not - for - profit organizations. Encourage strategic and operational improvements through innovation and professional development. Develop a motivated workforce through professional employee evaluations, training and competitive levels of compensation. Perform the statutory duties required of the Village Clerk's office. Publish D- Tales, a bi- monthly newsletter mailed to every household and business in the Village, and program the Village InfoChannel to provide all residents with up -to -date information. Oversee the expansion of the Village Hall to incorporate the Community Development Department. Provide staff support in the redevelopment of the former Lindemann /Bank One Properties. Continue progress on bringing new cellular service facilities to the Deerfield community to improve cellular telephone coverage. 1 37 Accomplishments during 2005 -2006: Developed plans for an expanded Village Hall. Assisted in the development and implementation of the Deerfield Clean Indoor Air Ordinance. Helped coordinate the Village's first Community Services Day event. Negotiated a new refuse contract with Onyx Waste Services including a new comprehensive recycling program. Work Statistics Ordinances Passed Resolutions Passed Village Board Meetings D -Tales Published Business Licenses Issued Liquor Licenses Issued Vending Licenses Issued Parking Permits Issued Distributions to Mayor and Board Community Development Group Meetings Cable & Telecommunications Commission Meetings Energy Advisory Commission Meetings Fine Arts Commission Meetings WIF4bE 2000 2001 2002 2003 2004 2005 49 49 50 43 73 54 15 10 16 15 10 15 24 25 24 24 24 24 6 6 6 6 6 6 82 96 94 89 94 90 30 38 35 32 36 32 145 168 176 157 200 148 707 698 688 688 731 732 52 52 52 52 52 52 21 22 23 24 24 23 7 6 8 6 7 8 5 0 5 1 1 1 5 7 9 8 5 9 BUDGET REQUEST - FY 2006 -07 VILLAGE MANAGER PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 I FY 05/06 FY 05/06 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES 441,919 532,770 510,730 586,646 10.11% TRAINING & DEVELOPMENT 662 3,000 3,000 3,000 0.00% CONTRACTUAL SERVICES 128,764 174,600 149,100 175,600 0.57% COMMODITIES 8,032 11,500 10,000 12,600 9.57% UTILITIES 1,026 1,600 1,600 1,600 0.00% CAPITAL OUTLAY 0 0 0 30,000 N/A CAPITAL IMPROVEMENTS 2,174 48,000 25,000 58,500 21.88% TRANSFERS OUT 3,999 3,600 3,600 3,600 0.00% DEPARTMENT TOTAL 1 586,576 1 775,070 1 703,030 1 871,546 1 12.45% K1-*1 COMMUNITY DEVELOPMENT DEPARTMENT The Community Development Department is responsible for all aspects of planning, building, and zoning. The Department administers and enforces the Zoning Ordinance, Subdivision Ordinance, and Building Codes. The Department is responsible for providing staff assistance to a number of commissions. The department provides analysis and technical assistance of all items that come before the Plan Commission, the Board of Zoning Appeals, the Village Center Development Commission, the Appearance Review Commission, the Electrical Commission, the Board of Building Appeals, and various task forces, as well as coordinates the activities of these commissions. Building plan review, permit approval, inspectional services, zoning compliance approvals for new businesses, and maintaining records of approved plans are also provided by the department. . The Department consists of a Code Enforcement Supervisor, a Senior Planner, two Building Inspectors, a Planner I, a Secretary III and a Secretary 11. The department's objectives for the 2006 -07 fiscal year are as follows: Maintaining the same level of service in temporary offices in the basement of he fire station. Continue to provide staff support services for the Plan Commission, the Board of Zoning Appeals, the Village Center Development Commission, the Appearance Review Commission, and other boards and commissions as necessary. Maintain the Official Map, Comprehensive Plan, Zoning Ordinance, Development Code, and the Subdivision Code along with building plans, subdivision plats, and approved development plans. Prepare research studies and reports on future plans as necessary. Continue to develop handouts for the public which will summarize the requirements for building permits and tree removal permits and which synthesize the procedures mandated by the Subdivision Code and Zoning Ordinance. Be involved with the review and development of planning and zoning efforts for Village Center District projects. Continue to train the department's new employee for the position of Secretary II. Continue the process of creating a land records data layer in the Village's Geographic Information System (GIS). Continue the ongoing program of microfilming building plans. Review codes and ordinances for possible revision as necessary. Remain involved in the implementation of the revitalization rebate program in the Village Center. Continue to be involved in the review and planning of the Takeda property at the northeast corner of Lake Cook Road and Saunders Road. Develop window sign regulations for the Village Center District. Respond to resident and developer questions regarding the new Tree Preservation Ordinance. 39 Accomplishments for 2005 -06: Performed 3,116 building inspections. Reviewed and issued 1,367 permits. Developed amendments to the text of the Zoning Ordinance as needed. Placed on -line the Zoning Ordinance, Zoning Map, and Comprehensive Plan. Provided support to the Residential Redevelopment Review Task Force (Tear Down Task Force) for updating the bulk ordinance regulations. Provided support to the Window Signage Committee in developing window sign regulations for temporary and permanent signs in the C -1 and C -2 Zoning Districts. Worked on Village approvals for: the Takeda Property, the Socrates Greek elementary and middle school, amendments to Lake Cook Plaza and Deerbrook Mall PUDs, Special Use amendments for Home Depot, Briarwood County Club. Worked to implement to Village's revitalization rebate program in the Village Center. Created a new Village Center map for use at Village Center Development Commission meetings and other meetings. Completed the yearly boundary and annexation survey for the Census Bureau. Work Statistics Permits: Residences Additions and Alterations Garages Garage Sale and Temporary Use Permits Miscellaneous Total Permits Board of Zoning Appeals Public Hearings VCDC Meetings Appearance Review Commission Meetings Planning Commission: Public Hearings Continued Public Hearings Substantial Conformance Petitions Prefiling Conferences Miscellaneous Requests Comprehensive Plan Meetings Merchants Committee Streetscape Design Task Force 1999 2000 2001 2002 2003 2004 2005 30 43 22 37 87 47 85 139 165 153 168 186 194 170 32 39 35 34 26 36 19 260 231 216 250 245 239 237 873 978 992 807 774 934 727 1,334 1,456 1,418 1,296 1,318 1,379 1238 5 6 3 5 6 8 11 8 7 8 10 9 8 7 9 13 14 11 13 11 13 27 18 10 26 19 20 22 5 9 2 2 2 7 6 5 6 5 3 4 5 1 6 3 3 5 5 12 17 1 2 2 0 0 2 1 0 0 1 0 2 3 2 7 7 7 5 5 2 0 2 2 2 5 0 0 0 40 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2006 -2007 101330 COMMUNITY DEVELOPMENT ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES 611,537 822,679 651,179 817,000 - 0.69% TRAINING & DEVELOPMENT 2,080 4,500 3,500 6,000 33.33 % CONTRACTUAL SERVICES 110,901 92,310 89,610 104,600 13.31% COMMODITIES 11,410 13,950 13,950 15,150 8.60% UTILITIES 5,230 5,500 5,500 6,500 18.18% CAPITAL OUTLAY 936 2,500 2,500 3,000 20.00% CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 3,000 1 3,0001 3,000 1 3,000 0.00% DEPARTMENT TOTAL 1.14% 1 745,0941 944,4391 769,2391 955,250 90 80 70 60 50 40 30 20 10 0 NEW SINGLE FAMILY RESIDENTIAL PERMITS ISSUED 1999 2000 2001 2002 2003 2004 2005 YEAR 41 ENGINEERING DEPARTMENT The Engineering Department provides technical design services and oversight for Village construction projects, reviews development plans to assure compliance with Village ordinances, supervises operation of the Wastewater Reclamation Facility, and advises the Mayor and Board, as well as other departments on engineering matters. The department is supervised by the Director of Public Works and Engineering and staffed by two Assistant Village Engineers. The Departmental Objectives for the 2006 -07 fiscal year are as follows: • Define and supervise Village construction projects. • Continue to upgrade and structure the engineering and public works record keeping, data organization and data relationships. • Continue to manage and oversee development of the Geographic Information System. • Continue to review commercial and residential development plans with respect to drainage and grading impacts. • Review, evaluate, and approve applications relative to the Village Tree Ordinance. • Initiate study and design for future water main replacement. Major projects planned for 2006 -07 are: Sidewalk and Curb Replacement -- Starting this budget year, sidewalk and curb will be replaced as part of the adjacent street rehabilitation program. Locations with dangerous sidewalk and curb will replaced annually on an as need basis. Street Rehabilitation Project -- Asphalt and concrete roadways for rehabilitation are selected based on the 2004 evaluation by Infrastructure Management Systems. The pavement condition as well as the current utility infrastructure, public sidewalk and curbing will be evaluated for inclusion. Combining the work assures that disturbances to the residents are kept to a minimum and that work is coordinated in a timely fashion. MFT Funds will be used for a portion of the work. Streets identified for this year's program include: Appletree Lane, Earls Court, Poplar Lane, Locust Place, Green Park Court, Greenwood Court, Wincanton Drive, Burr Oak Court, Chapel Circle, Chapel Court, Lombardy Court, Merlin Court, Sprucewood Lane, Sapling Lane and various concrete roadway patch locations. Underground Overhead Utilities at Chestnut and Deerfield Road -- This project entails undergrounding overhead utilities from the southeast corner of Deerfield and Chestnut toward the viaduct. This will allow the removal of one pole and overhead ComEd light to improve the visual appearance of the area. Wilmot Road Rehabilitation Project (Deerfield Road to Lake Cook Road) -- Phase I and II Engineering to be completed in 2006 -07 with construction planned to begin October 2007. During Phase I engineering, the consultant will review the potential for installing left turn lanes where they do not currently exist and contemplate the addition of a southbound lane to improve safely and traffic flow adjacent to the office centers. The work is expected to include curb and gutter replacement as needed, sidewalk improvement, sewer structure rehabilitation, pavement grinding, base repair /replacement, resurfacing, storm sewer repair, and water main replacement. Federal monies will be pursued for the project. Waukegan Road Improvements (Cadwells Corners to North Village Limits) — As part of the proposed roadway improvements on Lake Cook Road, The Village has acquired engineering services to investigate the installation of a pedestrian sidewalk on Waukegan Road to the North and South of Lake Cook Road. 42 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 C Bridge Replacement -- Four bridges will require maintenance over the next few years. The bridges at Hazel Street ' and Juniper Court will require substantial repairs to meet IDOT specifications. Phase I study and Phase II design engineering for these two bridges are planned for this year; with construction for the Hazel Avenue Bridge scheduled for 2007. 1 Lake Cook Road Utility Rehabilitation — The Cook County Highway Department will be constructing several infrastructure improvements in the next few years on Lake Cook Road. These improvements will necessitate and evaluation of the integrity of the Villages utilities within the improvement limits. Any deficiencies must be repaired ' before or during the Cook County Highway Department Project. Design of these improvements will begin in June 2006. ' Inflow and Infiltration /Outflow Study - -The Village will be obtaining. Engineering services for the first phase of an Inflow and Infiltration study of the existing sanitary sewer system owned by the Village. As part of the Villages NPDES permitting requirements by the IEPA the study will assist the Village in determining locations where ' maintenance upgrades will need to be performed in order to eliminate and control all waste water that is processed at the Village's Wastewater Treatment Facility. ' Richfield Pump Station Improvements -- Improvements at this pump station are the final stage of the Water System Improvements for the Village. This improvement will save the Village money required for maintenance and power for the pumps and will improve the operational flexibility. ' Rosemary- Orchard -Todd Infrastructure Improvement Program — As part of the Villages yearly Capital Improvement Program, Rosemary Terrace, Orchard Street, and Todd Court will have their infrastructure upgraded and replaced. As part of this program, the roadway will be widened by two feet on each side to assist in ' creating a safer drive lane for emergency vehicles and to bring the roadway up to Village compliance standards. Utility services will be upgraded from the new sewer mains to the Village right -of -way limits. Storm sewer service stubs will be provided for all homeowners to assist in controlling storm water runoff. As part of this program, the completion of the looped water main system will be completed between Rosemary Terrace and Elder Lane. ' Crabtree Infrastructure Improvement Project Woodland to North Avenue — Engineering services will be p � ( ) g g obtained to assist in the Phase I and II Design. Upgrade of the existing utility infrastructure and the replacement of the ' deteriorating roadway will be the key aspects for this project. Castlewood- Susan - Sapling - Clavinia Water main Improvement -- The purpose of this project is to rehabilitate ' deteriorating water main. A total combined length of approximately 5,000 feet of water main will be removed /replaced and upgraded. New water service lines will be replaced from the new main to the existing B -box locations. ' Castlewood- Susan - Sapling - Clavinia Roadway Improvements -- Based on the 2005 IMS Roadway Study and the extensive removal work that will be required to install the new water mains and replace existing water main services, the concrete roadways will be removed in their entirety and replaced with new bituminous asphalt ' roadways. This work will include the installation of new curbs and some minor sidewalk rehabilitation work. It is anticipated that some utility structure rehabilitation work will be required as part of this project ' North Avenue Transmission Main Improvement -- The purpose of this project is to eliminate the current transmission main that is presently located in the rear of the properties on the south side of North Avenue from Waukegan Road to Portage Pass. The deterioration of this main and the history of breaks have prompted the Village to recommend relocation. The existing 6 -inch water main located on the north side of North Avenue ' which supplies water to residential homes has suffered 6 breaks since 1996. As part of this project, alternate locations will be evaluated to minimize roadway impacts. As part of this improvement, the feasibility of installing an 8 -inch diameter water main between Northwoods Drive and Chapel Court to create a looped water main ' system will be considered.. Jewett Park Pedestrian Walkway -- This project consists of a walkway on the west side of the parking lot in ' between the Park District Community Center and the Deerfield Public Library to provide a safe and attractive way for pedestrians to move past the rear parking area to the many destinations and attractions in the area. A 1 43 conceptual design has been completed and the next stop will involve design development and construction document preparation. The design phase will be completed in 2006 -07 with an anticipated construction beginning in 2007 thru 2009. Deerfield Road Pedestrian Underpass -- The Village has studied creating a tunneled pedestrian path behind the existing Metra bridge abutments and found it to be feasible. An application to receive a CMAQ grant to construct a pedestrian underpass has been submitted. Design Engineering will be completed in 2006 -07 if funding becomes available. Public Works Storage Yard Improvements -- The storage yards is used to store most of the materials used by Public Works and it is also used by the Park District. To assist in keeping the main drive isle clean of mud and debris and reduce unnecessary debris from entering into the storm sewer system, a new 30'x 30' concrete wash pad will be installed. A new fire hydrant and hose connection will also be installed to supply water for personnel to wash vehicles. Accomplishments in 2005 -2006: • The first phase of inspection for trees infected with Dutch Elm Disease was completed in 2005. The majority of trees identified have been removed. The second year of investigation is scheduled for 2006 utilizing the services of Urban Forest Management. In our continued effort to reduce and eventually eliminate this disease within the Village limits, the number of trees anticipated for removal in 2006 is expected to be much lower than in 2005. • As part of the Village's ongoing efforts to preserve premium trees and help replenish trees that are removed due to natural causes and construction, the Engineering Department has reviewed and approved approximately 210 permit applications for removal of trees only. In addition to these permit applications, the Village has reviewed approximately 75 applications for the removal of trees correlated to construction permit applications. • Managed and oversaw the construction for traffic signal modernization at the intersections of Deerfield Road /Castlewood Lane, Deerfield Road/Wilmot Road and Deerfield Road /Chestnut Avenue. • Managed and oversaw design and construction of the Deerfield Road Water Main Project done in conjunction with the Deerfield Road Rehab Project. • Managed and oversaw design and construction of the Ambleside - Dimmeydale Water Main Replacement Project. • Designed and constructed the 2005 Street Rehabilitation Program. The following streets in the 2005 Street Rehabilitation Program were completed: Approximately 3.5 miles were rehabilitated. • Managed and oversaw construction of the Sidewalk and Curb Replacement Project. • Managed and oversaw design and construction of the Stratford Road Infrastructure Project. • Initiated design of the Rosemary Terrace Infrastructure Improvement Project for construction in 2006. • Worked with Baxter and Woodman to resolve Mitchell Park Tennis Court reconstruction issues. • Worked with American Water to investigate feasibility of privatizing the Wastewater Reclamation Facility. • Requested RFP's for various WRF Projects for construction in 2006. • Assisted residents and architects with development of drainage plans. • Reviewed grading and drainage plans for new home and home addition projects. 1 1 1 1 1 1 1 1 r 1 1 r 1 1 44 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 • Prepared and published the Consumer Confidence Report on water quality. • Oversaw the lining of approximately 2,500 feet of defective sewer in various locations. • Monitored the conditions and groundwater at Reservoir 29A and cooperated with the offices of the Metropolitan Water Reclamation District. • Prepared end of year two and year three goals report to Illinois Environmental Protection Agency for compliance with National Pollutant Elimination Discharge System mandates. • Submitted an application for funding for the Deerfield Road Pedestrian Underpass and Bicycle Route Connection to the Illinois Transportation Enhancement Program. Work Statistics Approval of Work Completed /Payment Requests on Contracts .Number of Purchase Orders Processed (payments) Letters of Credit Received Number of Projects Administered Number of Grading /Drainage Permits Issued Number of Right -of -Way Opening Permits Issued Number of Tree Permits Issued 102110- 2000 2001 2002 2003 2004 2005 159 199 149 136 147 bb. 98 120 106 149 130 162 11 8 6 3 7 6 49 45 46 55 58 58 - - - 89 175 150 - - - - 43 75 9,081 9,081 9,081 0.00% 210 BUDGET REQUEST - FY 2006 -2007 ENGINEERING PERSONNEL SERVICES TRAINING & DEVELOPMENT CONTRACTUAL SERVICES COMMODITIES UTILITIES CAPITAL OUTLAY CAPITAL IMPROVEMENTS TRANSFERS OUT DEPARTMENT TOTAL 111,233 ACTUAL BUDGET EST EXPEND 1 BUDGET % CHG BUDG 2,500 FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES TRAINING & DEVELOPMENT CONTRACTUAL SERVICES COMMODITIES UTILITIES CAPITAL OUTLAY CAPITAL IMPROVEMENTS TRANSFERS OUT DEPARTMENT TOTAL 111,233 219,100 193,200 304,000 38.75% 249 2,500 1,500 2,500 0.00 % 126,102 145,650 219,700 140,450 - 3.57% 3,953 5,700 6,050 6,000 5.26% 2,427 2,500 2,500 2,500 0.00% 1,986 3,500 3,500 3,500 0.00% 0 0 0 0 N/A 9,082 9,081 9,081 9,081 0.00% 255,032 1 388,031 1 435,531 1 468,031 1 20.62% 45 1 1 1 1 1 1 J 1 1 1 1 1 1 1 1 1 1 1 i 1 1 1 N -0 D n ' m r �n 1 1p 1 1 1 1 1 1 I 1 1 1 1 } I J W m U. ay CII 1 1 1 1 1 1 i 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2006 -2007 POLICE - SUMMARY ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 -FY07 PERSONNEL SERVICES 5,647,320 6,347,340 6,071,143 6,380,985 0.53% TRAINING & DEVELOPMENT 10,021 70,650 57,300 68,150 -3.54% CONTRACTUAL SERVICES 392,468 431,250 411,975 515,550 19.55% COMMODITIES 100,564 114,250 125,850 143,250 25.38% UTILITIES 38,469 42,000 40,500 44,000 4.76% CAPITAL OUTLAY 41,484 42,800 42,000 34,600 - 19.16% CAPITAL IMPROVEMENTS 0 0 0 0 WA TRANSFERS OUT 193,424 168,287 168,287 178,214 5.901/6 WA 1 6.423.7501 7,216.5771 6.917.0551 7.364.7491 DEPARTMENT TOTAL 2.05% INVE SPEC DETAIL 4% POLICE DEPT. BUDGET BY DIVISION COMMUNICATIONS 11% (does not include E911 Fund expenditures) 47 RATION 0 PATROL 46% POLICE DEPARTMENT SUMMARY OF THE POLICE MISSION The mission for every member of the Deerfield Police Department is to consistently seek and find ways to affirmatively promote, preserve and deliver a feeling of security, safety and quality services to members of the community. The Police Department has ten continuing goals that accomplish this mission: Prevention of crime Apprehension of offenders Recovery and return of property Safe movement of traffic Provision of services unavailable from other public or private welfare agencies Prevention of substance abuse in the community Education of juveniles informing them of their legal responsibilities Education of the public in the steps it can take to reduce the probabilities of becoming the victim of criminal attack Participation in the implementation of Disaster and Disorder services In addition to these continuing goals, the Deerfield Police Department will complete the following projects during the 2006 -2007 fiscal year: Working with business community leaders, local political bodies, school district leaders, and other organizations functioning in the community, the department will develop a five -year Strategic Plan that will be designed to be an evolving document, constantly reviewed, updated and brought into line with the best interest of the community. With the assistance of an outside vendor the department will conduct job task analysis and on- site interviews of all employees in an effort to update job descriptions for all positions in the agency. The department will begin a review of the municipal code with emphasis on traffic, parking, and sections dealing with criminal acts (morals and conduct) in an effort to update those sections. A part of the review will be the current structure for parking ticket fees and fines. Department staff, with the assistance of Public Works and GIS personnel will explore the possibility of conducting a "sign inventory" of traffic, parking and other regulatory signs posted throughout the Village. Each sign will be linked to the ordinance authorizing it. Accomplishments During 2005 -2006 On March 1, 2004, the Department of Homeland Security (DHS) issued the National Incident Management System (NIMS) to provide a comprehensive national approach to incident management to allow all government agencies to work together to prepare for, prevent, respond to and recover from domestic incidents. The Department of Homeland Security also established minimum compliance requirements for FY 2005. The Deerfield Police Department has accomplished the initial phase of NIMS compliance as directed by the Federal Emergency Management Agency (FEMA). NIMS implementation is a dynamic and multi -year process. Future refinement to the NIMS will evolve as policy and technical issues are further developed and clarified at the national level. 48 1 1 1 F LF 1 1 1 1 1 1 1 1 1 L 1 1 1 1 ' On July 30, 2005 the department received full Accreditation Status from the Commission on Accreditation for Law Enforcement Agencies at the Commission Conference in Boston, Massachusetts. The. Police Department had to comply with 412 standards to gain accredited ' status. The standards are organized into 48 chapters and represent the best professional requirements and practices for a law enforcement agency. ' Working with CML Technologies, the department upgraded software to integrate 9 -1 -1 phone lines, radio operability and radio console usage. The upgrade provides fully configurable on- screen controls, advanced programming functions and complete security that integrates the ' departments Computer Aided Dispatch system and the E9 -1 -1 phone system Responses to a 2005 citizen survey, public complaints and traffic crash statistics indicated a ' need for increased traffic enforcement. In an effort to reduce the number of property damage and personal injury accidents the Police Department has formed a Traffic Unit. The traffic unit's primary functions include traffic enforcement forcused on certain high traffic accident locations, ' responding to individual citizen traffic complaints and preparing traffic unit and patrol officers to selectively enforce certain traffic laws in high accident locations. The goal is to selectively enforce the accident causing violations and to show an increase in police presence in an effort to reduce the amount of accidents. WORK STATISTICS ' 2002 2003 2004 2005 Calls for Service 16,071 18,187 11,908 ** 11,417 ' Accidents: Personallnury 82 90 90 100 Property 627 612 641 776 ' Traffic Tickets 3,523 3,767 3,836 4,140 Parking Citations 4,113 3,911 3,260 2,332 Crime Index* 243 234 196 250 ' Criminal Arrests 458 552 463 498 Domestic Trouble 52 122 82 107 Vandalism 92 77 82 56 ' Traffic Enforcement Index 41.4 39.7 38.7 41.4 (Tickets per Injury Accident) ' *Crime Index: Index crimes, as defined by the International Association of Chiefs of Police Committee on Uniform Crime Reports, includes "Violent Crimes" — murder, non - negligent manslaughter, aggravated criminal sexual assault, robbery, aggravated battery, and aggravated ' assault. Also included are "Property Crimes" — burglary, theft, larceny, motor vehicle theft and arson. I * *Reflects differences in statistical recording of Calls for Service and Incidents due to new computer software. 1 1 49 � BUDGET REQUEST - FY 2006 -2007 106010- POLICE - ADMINISTRATION ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 04/05 FY 05/06 FY 05/06 FY 06107 FY06 -►FY07 PERSONNEL SERVICES 1,315,040 1,456,634 1,191,154 1,301,578 - 10.64% TRAINING & DEVELOPMENT 5,267 23,500 14,250 19,000 - 19.15% CONTRACTUAL SERVICES 313,077 379,450 361,600 458,950 20.95% COMMODITIES 44,206 52,250 48,850 52,500 0.48% UTILITIES 32,985 35,000 35,000 37,000 5.71% CAPITAL OUTLAY 1,554 3,000 3,000 6,500 116.67% CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 193,424 168,287 168,287 178,214 5.90% DEPARTMENT TOTAL 0 N/A CAPITAL OUTLAY 4,676 - 3.04% 1,905,553 2,118,121 1 1,822,141 2,053,742 106020- POLICE - COMMUNICATIONS ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05/06 FY 06107 FY06 -►FY07 PERSONNEL SERVICES 661,588 725,536 716,972 772,282 6.44% TRAINING & DEVELOPMENT 1,086 4,300 3,650 5,300 23.26% CONTRACTUAL SERVICES 1,149 500 475 500 0.00% COMMODITIES 0 0 0 0 N/A UTILITIES 0 0 0 0 N/A CAPITAL OUTLAY 2,513 9,000 9,000 7,000 - 22.22% CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL 666,336 739,336 730,097 785,082 6.19% 106033- POLICE - INVESTIGATIONSNOUTH ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05106 FY 05/06 FY 06/07 FY06 -FY07 PERSONNEL SERVICES 741,657 826,476 797,058 813,212 -1.60% TRAINING & DEVELOPMENT 1,240 6,950 6,000 6,950 0.00% CONTRACTUAL SERVICES 7,667 5,700 4,950 5,500 -3.51% COMMODITIES 9,773 12,000 12,000 15,750 31.25% UTILITIES 0 0 0 0 N/A CAPITAL OUTLAY 4,676 8,000 8,000 5,500 - 31.25% CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL 1 765,0131 859,1261 828,0081 846,912 1 -1.42% 50 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 106034- BUDGET REQUEST - FY 2006 -2007 POLICE - PATROL 106061- POLICE - SPECIAL DETAIL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05106 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES 115,408 225,910 225,910 308,600 36.60% BUDGET REQUEST - FY 2006 -2007 176020- E 911 FUND ACTUAL FY 04/05 BUDGET FY 05/06 EST EXPEND FY 05/06 BUDGET FY 06/07 % CHG BUDG FY06 -> FY07 PERSONNEL SERVICES 2,813,627 3,112,784 3,140,049 3,185,313 2.33% TRAINING & DEVELOPMENT 2,428 35,900 33,400 36,900 2.79% CONTRACTUAL SERVICES 70,575 45,600 44,950 50,600 10.96% COMMODITIES 46,585 50,000 65,000 75,000 50.00% UTILITIES 5,484 7,000 5,500 7,000 0.00% CAPITAL OUTLAY 32,741 22,800 22,000 15,600 - 31.58% CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL 0 0 0 0 2.94% 2,971,440 3,274,084 3,310,899 3,370,413 106061- POLICE - SPECIAL DETAIL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05106 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES 115,408 225,910 225,910 308,600 36.60% BUDGET REQUEST - FY 2006 -2007 176020- E 911 FUND 51 ACTUAL FY 04/05 BUDGET FY 05/06 EST EXPEND FY 05/06 BUDGET FY 06/07 % CHG BUDG FY06-FY07 PERSONNEL SERVICES 0 0 0 0 N/A TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 87,360 95,000 88,391 95,545 0.57% COMMODITIES 0 0 0 0 N/A UTILITIES 55,324 69,500 53,819 76,740 10.42% OTHER EXPENSES 0 0 0 0 N/A DEBT SERVICE 0 0 0 0 N/A CAPITAL OUTLAY 88,760 58,500 25,500 92,500 58.12% CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 24,333 47,400 47,400 58,483 23.38% TOTAL EXPENDITURES 19.55% 255,777 270,400 215,110 323,268 51 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 1 1 1 1 1 Ll 1 1 1 1 1 1 r 1 *-0 Oc wn 1 1 1 J 1 1 1 1 VY J a' m ' a3 N 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 I 1 1 1 1 1 BUDGET REQUEST - FY 2006 -2007 STRFFT nivmi N . CI IMMARY PERSONNEL SERVICES TRAINING & DEVELOPMENT CONTRACTUAL SERVICES COMMODITIES UTILITIES CAPITAL OUTLAY CAPITAL IMPROVEMENTS TRANSFERS OUT DEPARTMENT TOTAL 840,022 ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG 2,900 FY 04/05 I FY 05/06 I FY 05106 FY 06/07 I FY06 ->FY07 PERSONNEL SERVICES TRAINING & DEVELOPMENT CONTRACTUAL SERVICES COMMODITIES UTILITIES CAPITAL OUTLAY CAPITAL IMPROVEMENTS TRANSFERS OUT DEPARTMENT TOTAL 840,022 894,951 865,551 1,039,895 16.201/6 586 2,900 1,850 3,300 13.79% 302,577 438,300 369,550 526,210 20.06% 235,711 336,300 254,900 346,800 3.12% 40,402 50,000 46,500 50,000 0.00% 106 17,200 15,800 6,200 - 63.95% 50,403 137,000 108,000 34,000 - 75.18% 119,924 127,915 127,915 127,915 0.00% 589,731 1 2,004,5661 1,790,066 I ---1-,-1-34,3-20-1 6.47% STREET DIVISION EXPENDITURES SNOW & I LE TRAIN STN. MAINT. 1 not 2 /o STREI ADMINISTRATION 29% 53 >RESTRY 11% PUBLIC WORKS DIVISION STREET DEPARTMENT The primary and continuing goals of the Street Department, a division of Public Works, are: • To keep the streets clean. • To keep the streets cleared of snow and ice. • To keep the streets in good condition by repairing cracks and potholes. • To keep all pavements marking lines visible throughout the Village. • To install and maintain street signs so they are legible under all weather conditions. • To clean street inlets, catch basins and lines that connect inlets to the interceptor storm sewer. • To replace all broken grates, covers and manhole frames. • To repair and maintain all streetlights and traffic signals. To plant trees with homeowners sharing half the cost. • To maintain and repair the interior of the railroad station. • To cut weeds and grass on Village owned property as well as for private owners on a reimbursement basis. • To keep all the records necessary to obtain Motor Fuel Tax revenue from the State. • To maintain trees in Village right -of -way. • To maintain adequate supplies of gasoline and diesel fuel and to keep the equipment in good working order. Fuel is charged to expenditures of specific departments according to usage. Accomplishments during 2005 -2006: • Removed and disposed of 7012 cubic yards of leaves. • Swept 2,148 miles of street and removed 955 cubic yards of debris. • 1015 tons of salt and 200 tons of birds eye sand were used with 706 total man hours expended for snow and ice removal. • 9 street name signs and 248 roadway signs were replaced. • 210 lineal feet of traffic marking were replaced as part of the Street Rehabilitation Program. • 3 streetlights were replaced, 1 traffic signal standard was replaced and 250 repairs to streetlight wires were made. Approximately 150 streetlight lamps were replaced. • 27 parkway trees were planted under the 50 -50 Program. • Weed and grass cutting on Village owned property was ongoing. Trees on Village property were maintained in house and by contract. Sawvell Tree Service completed work under the 2005 tree removal contract. 64 dead or diseased parkway trees were removed. • Gasoline and diesel fuel were purchased on an as- needed basis at the lowest quoted price. 54 ' • Monthly to the Finance Department for department reports were submitted expenditures. • Manpower was supplied for miscellaneous events including the electronics pickup, household ' waste collection, Memorial Day setup, Art Festival setup and Fourth of July weekend activities. The Department also installs miscellaneous holiday decorations, including streetscape tree ' lighting. STREET DEPARTMENT CALENDAR YEARS 2001 -2005 Work Statistics 1 2001 2002 2003 2004 2005 Cleaning Swept (Miles) 3,266 3,439 3,496 3,997 2,793 'Streets Streets Swept (Cubic Yards Debris) 1,217 11120 2,215 2,380 1,215 ' Traffic Marking Traffic Marking (Lineal Feet) 43,369 51,437 46,041 26,660 280 Pavement Patching ' Pre -Mix Patching Materials Used (Tons) 2,492 1,072 412 344 135 Tarring Cracks 1 Tarring Cracks (Pounds) 14,700 25,800 14,700 14,700 4000 Drainage Structures Catch Basins Cleaned (Number) 480 480 480 480 380 ' Street Lights and Traffic Signals Street Signs Erected or Replaced 275 397 413 1,020 455 Light Standards Replaced 4 3 4 3 3 'Street Street Light Cable Repairs 160 140 180 260 270 Street Lamps Replaced 225 205 215 280 255 ' Miscellaneous Maintenance Concrete Street Patch Work (Square Yards Replaced) 39 43 52 11 20 'Snow and Ice Control Snow and Ice Control (Man Hours) 700 1,202 1,069 2,048 3,778 Rock Salt Used (Tons) 1,200 2,465 2,305 3,290 4,165 tSand (Birds Eye) Ice Control (Tons) 500 580 580 500 500 Tree Removal ' Trees Removed (Number) 46 42 44 45 64 Tree Planting Trees Planted (Number) 73 62 70 44 27 ' Weed Control Parkway Mowing (Lineal Feet) 105,000 105,000 105,000 105,000 105,000 ' 55 BUDGET REQUEST - FY 2006 -2007 102010- STREET - ADMINISTRATION ACTUAL BUDGET EST EXPEND ACTUAL BUDGET EST EXPEND BUDGET °la CHG BUDG FY 05/06 I FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06-FY07 PERSONNEL SERVICES 274,571 240,300 237,100 325,180 35.32% TRAINING & DEVELOPMENT 586 1,700 650 2,100 23.53% CONTRACTUAL SERVICES 78,882 125,500 101,750 138,410 10.29% COMMODITIES 8,901 19,000 10,700 16,800 - 11.58% UTILITIES 8,757 10,500 7,000 10,500 0.00% CAPITAL OUTLAY 0 2,000 2,100 2,000 0.00% CAPITAL IMPROVEMENTS 0 0 0 0 WA TRANSFERS OUT 119,924 127,915 127,915 127,915 0.00% DEPARTMENT TOTAL 18.22% 1 491.621 1 526.9151- 487,2151 622,9 5 1 n9mg. STREET . SNAW & ICE C17NTRnL PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET I % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 FY 05/06 I FY 05/06 I FY 06/07 FY06 ->FY07 PERSONNEL SERVICES 131,666 144,900 114,700 144,900 0.000/0 TRAINING & DEVELOPMENT 0 0 0 0 WA CONTRACTUAL SERVICES 69,940 90,500 78,500 90,500 0.00% COMMODITIES 129,081 150,300 136,800 162,700 8.25% UTILITIES 0 0 0 0 WA CAPITAL OUTLAY 0 13,500 12,000 2,500 - 81.480/6 CAPITAL IMPROVEMENTS 1,067 0 0 0 WA TRANSFERS OUT 0 0 0 0 WA DEPARTMENT TOTAL 1 331,7541 399,200 1 342,0001 400,6001 0.35% in '3na7- CTRFFT. FARFSTRY PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET I % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 I FY 05/06 I FY 05/06 FY 06/07 FY06 -►FY07 PERSONNEL SERVICES 45,907 66,600 70,600 82,000 23.12% TRAINING & DEVELOPMENT 0 0 0 0 WA CONTRACTUAL SERVICES 5,944 58,800 44,800 132,800 125.85% COMMODITIES 868 2,200 2,200 2,600 18.18% UTILITIES 0 0 0 0 WA CAPITAL OUTLAY 106 1,700 1,700 1,700 0.00% CAPITAL IMPROVEMENTS 49,336 68,000 68,000 9,000 - 86.76% TRANSFERS OUT 0 0 0 0 WA DEPARTMENT TOTAL 1 102,161 1 197,3001 187,3001 228,1001 15.61% 56 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2006 -2007 102038- STREET - TRAIN STATION MAINTENANCE EST EXPEND FY 05/06 BUDGET FY 06/07 ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG 472,292 FY 04/05 FY 05/06 0 FY 05/06 FY 06/07 FYO6 -FY07 PERSONNEL SERVICES 7,005 12,638 12,638 15,523 22.83% TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 14,882 24,000 25,000 28,000 16.67% COMMODITIES 3,931 6;000 3,800 6,500 8.33% UTILITIES 447 500 500 500 0.00% CAPITAL OUTLAY 0 0 0 0. N/A. CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL 26,265 43,138 41,938 50,523 17.12% 102050- STREET - MAINTENANCE 57 ACTUAL FY 04/05 BUDGET FY 05/06 EST EXPEND FY 05/06 BUDGET FY 06/07 % CHG BUDG FY06 -FY07 PERSONNEL SERVICES 380,873 430,513 430,513 472,292 9.70% TRAINING & DEVELOPMENT 0 1,200 1,200 1,200 0.00% CONTRACTUAL SERVICES 132,929 139,500 119,500 136,500 -2.15% COMMODITIES 92,930 158,800 101,400 158,200 -0.38% UTILITIES 31,198 39,000 39,000 39,000 0.00% CAPITAL OUTLAY 0 0 0 0 N/A CAPITAL IMPROVEMENTS 0 69,000 40,000 25,000 - 63.77% TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL -0.69% 637,930 838,013 731,613 832,192 57 BUDGET REQUEST - FY 2006 -2007 WATER FUND - SUMMARY PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04105 I FY 05/06 I FY 05/06 FY 06107 I FY06-FY07 PERSONNEL SERVICES 721,619 844,740 814,350 911,100 7.86% TRAINING & DEVELOPMENT 102 200 500 2,900 1350.00% CONTRACTUAL SERVICES 471,392 581,725 532,050 941,009 61.76% COMMODITIES 2,183,497 2,322,490 2,446,575 2,414,098 3.940/6 UTILITIES 84,366 98,200 96,200 101,300 3.16% DEBT SERVICE 106,228 449,843 474,300 481,708 7.08% CAPITAL OUTLAY 59,962 174,500 177,000 113,000 - 35.24% CAPITAL IMPROVEMENTS 23,128 1,229,000 1,100,000 325,000 - 73.56% TRANSFERS OUT 38,568 41,527 41,527 41,527 0.000/0 TOTAL 1 3,688,8621 5,742,2251 5,682,5021 5,331,6421 - 7.15% WATER FUND EXPENDITURES ADMINISTRATION 15% METER MAINT. DISTRIBUTION 52% 58 MAIN IAINTENANCE 26% 1 1 1 PUBLIC WORKS DIVISION WATER DEPARTMENT The primary and continuing goals of the Water Department, a division of Public Works, are: To provide fresh and safe potable water to Village residents by continuously monitoring and ' testing the water and implementing E.P.A. regulations. • To maintain, repair and replace water main, water services and fire hydrants as needed, and to upgrade and improve the distribution system. ' • To maintain an elevated tank, thirteen water pumps, three underground reservoirs, and a booster station with a capacity of over six million gallons. This includes all controls for monitoring the system. ' To install, repair, replace, and test all water meters and take meter readings of all residential and commercial establishments within the Village. ' The Water Department will implement the following projects during the 2006 -07 Budget year: • Assist the Engineering Department as needed. ' Flush all fire hydrants in the distribution system. • Replace 4 hydrants and rebuild 5 meter pits. • Continue to install new Orion meter reading systems on new construction and replacement ' meters as needed. • Complete an inspection of the Elevated Tank — both interior and exterior. ' Accomplishments during 2005 -2006 • Completed water sampling and testing as required by the EPA, including the tri- yearly lead and ' copper testing. • Read 2,261 meters every month. • Assisted in the oversight of the Deerfield Road, Stratford Road and Ambleside /Dimmeydale ' water main replacement projects. • Sandblasted and painted 350 fire hydrants in the northwest quadrant. • Replaced 4 two -port hydrants with new type three -port hydrants. • Rebuilt 5 meter pits. ' • Repaired 26 valves. • Installed 465 new Orion meter reading systems on new construction and replacement meters as needed. ' • Published and distributed a drinking water Consumer Confidence Report per the Federal Drinking Water regulations. • Responded to 141 main breaks, 5 service leaks and 3,066 Julie locate requests. ' • Tested and flushed all 1,199 fire hydrants in the system. • Completed pump repairs at the Mitchell Park Reservoir and Richfield Pump Station. • Installed a ladder guard and aluminum side panels on elevated water tank to prevent access ' by unauthorized personnel. 1 1 1 59 WATER DEPARTMENT — CALENDAR YEAR The Water Department is staffed as follows: 1 - Water Distribution Supervisor 2 - Maintenance III operators 0 - Maintenance II operators 3 - Maintenance I operators 1 - Meter reader /animal warden Main & Hydrant Maintenance Main Breaks Repaired Service Leaks Repaired New Hydrants Installed Hydrants Repaired or Tested Valves Repaired B -box Adjustments JULIE Locations Valve Vaults Reconstructed Distribution Annual Pumpage (in billion gal.) Services Checked for Leaks Sample Analysis (Bacteriological) Sample Analysis (Lead) Sample Analysis (Trihalomethane) Meter Maintenance Meter Pits Repaired Meters Replaced New Meters Installed Meters Tested (in- house) Frozen Water Services Water Meters Read Final Meter Readings "Reread" Meter Readings Shut -Off Notices for Delinquents Meters Sealed Frozen Meters WORK STATISTICS 2000 2001 2002 2003 2004 2005 92 76 68 110 107 141 6 10 14 9 7 5 6 12 6 4 11 4 1,143 1,180 1,133 1,199 1,199 1,199 61 77 55 27 31 26 96 80 127 77 88 56 2,483 1,939 2,099 2,825 3,066 3,371 6 8 11 5 9 6 1.074 1.060 1.037 1.094 1.094 1.218 58 96 214 96 161 119 298 240 240 240 240 240 0 0 30 0 0 30 4 4 4 4 4 4 73 60 25 7 6 5 121 161 32 92 53 44 140 22 47 80 345 465 26 25 17 10 6 2 1 0 2 1 3 0 24,600 24,600 27,132 27,132 27,132 27,132 304 207 412 370 523 570 66 108 312 252 265 931* 93 207 546 353 704 549 175 237 48 80 41 67 2 2 2 4 3 0 .1 1 ' BUDGET REQUEST - FY 2006 -2007 502010- WATER DEPT. ADMINISTRATION ACTUAL BUDGET EST EXPEND BUDGET %. CHG BUDG ' FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES 166,426 232,100 191,000 230,650 - 0.62% TRAINING & DEVELOPMENT 102 200 500 2,900 1350.00% CONTRACTUAL SERVICES 97,123 119,225 118,950 137,409 15.25% ' COMMODITIES 5,466 6,335 7,500 6,500 2.60% UTILITIES 14,195 16,000 14',000 16,000 0.00 % DEBT SERVICE 106,228 449,843 474,300 481,708 7.08% CAPITAL OUTLAY 0 2,000 4,500 1,000 - 50.00% ' CAPITAL IMPROVEMENTS 0 0 0 0 N /A. TRANSFERS OUT 38,568. 41,527 41,527 41.,527 0.00% ' DEPARTMENT TOTAL 428,108 867,230 852,277 917,694 5.82% 502031- WATER DEPT. DISTRIBUTION ' ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 ->FY07 ' PERSONNEL SERVICES 87,004 103,640 100,250 112,450 8.50% TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 53,425 114,900 67,500 90,000 - 21.67% COMMODITIES 2,038,731 2,129,385 2,258,175 2,213,298 3.94% ' UTILITIES 70,171 82,200 82,200 85,300 3.77% CAPITAL OUTLAY 0 48,500 48,500 15,000 - 69.07% CAPITAL IMPROVEMENTS 23,128 234,000 0 275,000 17.52% ' TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL 2,272,459 2,712,625 2,556,625 1 2,791,048 2.89% 1 ' 61 BUDGET REQUEST - FY 2006 -2007 sn2nsn_ WATER DEPT_ MAIN MAINTENANCE PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES 343,394 357,300 383,700 413,500 15.73% TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 316,169 339,100 337,100 705,100 107.93% COMMODITIES 131,152 178,100 174,200 185,200 3.99% UTILITIES 0 0 0 0 N/A CAPITAL OUTLAY 3,811 37,000 37,000 7,000 - 81.08% CAPITAL IMPROVEMENTS 0 995,000 1,100,000 50,000 - 94.97% TRANSFERS OUT 0 0 0 0 N/A DEPARTMENTTOTAL 1 794,5261 1,906,5001 2,032,0001 1,360,8001 - 28.62% �n2n -Rn. WATER DEPT_ METER MAINTENANCE PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND I BUDGET I % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 I FY 05/06 I FY 05/06 FY 06/07 FY06 -FY07 PERSONNEL SERVICES 124,795 151,700 139,400 154,500 1.85% TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 4,675 8,500 8,500 8,500 0.00% COMMODITIES 8,148 8,670 6,700 9,100 4.96% UTILITIES 0 0 0 0 N/A CAPITAL OUTLAY 56,151 87,000 87,000 90,000 3.45% CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL 1 193,7691 255,870 1 241,600 1 262,100 1 2.43% 62 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2006 -2007 SEWER FUND - SUMMARY ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05/06 FY 06107 FY06 -FY07 PERSONNEL SERVICES 1,174,386 1,504,680 1,358,830 1,566,900 4.14% TRAINING & DEVELOPMENT 229 3,900 3,900 6,100 56.41% CONTRACTUAL SERVICES 368,336 1,017,000 528,650 925,125 - 9.03% COMMODITIES 172,867 287,670 247,300 293,650 2.08% UTILITIES 225,501 234,300 207,800 252,800 7.90% DEBT SERVICE 0 0 0 0 N/A CAPITAL OUTLAY 49,519 45,000 47,200 29,000 - 35.56% CAPITAL IMPROVEMENTS 282,863 2,440,000 310,000 1,120,000 - 54.10% TRANSFERS OUT 142,689 57,071 57,071 62,796 10.03% TOTAL - 23.85% 1 2,416,3901 5,589,621 1 2,760,751 1 4,256,371 TREATMENT PLANT 46% SEWER FUND DIVISIONS LINE MAINTENANCE 6% 63 ADMINISTRATION 11% LINE ONSTRUCTION 37% PUBLIC WORKS DIVISION SEWER DEPARTMENT The Sewer Department staff includes six full time employees — a foreman and five maintenance operators. The primary and continuing goals of the Sewer Department, a division of Public Works are: • To continue to maintain, clean, and repair the sanitary and storm sewer systems and be able to respond effectively and efficiently to emergency situations. To locate sewer lines for JULIE (Joint Utility Locating Information for Excavators). • To treat and dispose of all sewage in an environmentally approved manner. • To maintain and operate the main sewage treatment plant, six lift stations, and various emergency generators. • To maintain a laboratory facility and to test for required parameters under our NPDES permit with the Illinois Environmental Protection Agency. The Village of Deerfield is one of the few municipalities to operate its own Wastewater Reclamation Facility (WRF). The WRF has been in operation since 1956. In order to accommodate the development boom, a major expansion of the facility occurred in 1975. Throughout the years the facility has been upgraded with additional equipment as needed in order to meet the population demands of today. The WRF treats and processes all sewage from the Village of Deerfield, as well as the sewage from a portion of the Village of Bannockburn and a small portion from the City of Highland Park. The facility has the capacity to process eight million gallons of sewage per day and is also able to treat an additional ten million gallons per day as part of excess flow in the event of a storm. This is well within the EPA regulations for flow control. The WRF is designed to remove 95% of pollutants from the original sewage. The WRF is proud to say they have met or exceeded this requirement every year for the last sixteen years, with an average rate of 98 %. In addition to the main facility, Deerfield operates six sewage pumping stations, two storm water pumping stations and the Bannockburn Retention Basin. The maintenance and operation of these auxiliary facilities is an essential part of the overall wastewater reclamation process. Deerfield also monitors Reservoir 29A located at Lake Cook Road and Pfingsten. Observations are reported to the Metropolitan Water Reclamation District of Greater Chicago. The WRF facility is staffed seven days a week, every day of the year, including holidays. Additional coverage is provided during evening hours, as needed, to control excess flow or repair mechanical problems. WRF staff includes eight full -time employees: a foreman, a lab director, five operators (including one operator on leave for duty in Iraq), and one maintenance man. Many of these employees hold EPA certifications. A Wastewater Treatment Plant Infrastructure Study was completed in February 2005. Many of the repairs recommended in that study have been completed or are in the planning stages. Their recommendation to explore privatizing the operation and maintenance of the facility as well as the entire sewer system or having sewage treated by a nearby existing facility (i.e. MWRD, North Shore Sanitary District) were thoroughly explored. American Water, a company interested in taking over the WRF, was supplied extensive documentation to determine the feasibility of privatization. After many months of research and discussion, the Village Board determined it would be in the best interest of the Village and its residents to continue operating the system with Village employees. 64 1 1 1 1 1 1 1 J C 1 1 1 L 1 1 1 1 1 ' The following projects will be implemented in the 2006 -07 fiscal year: • Reline approximately 2,000 lineal feet of sewers. . ' • Work with the Building and Zoning Department to inspect all storm and sanitary sewer repairs and reinstatements. ' • The Department, will continue to focus on identifying and reducing storm water infiltration into the sanitary sewer system. ' Work with the Engineering Department on design of various projects, including 2006 Street Rehabilitation and Rosemary Terrace infrastructure improvements. • Televise 25,000 feet of sewers. • Clean 92,000 feet of sewers. ' • Complete Inflow and Infiltration Study in three areas: Tributary area to the Warwick Road Treatment Station, tributary area to the. Deerfield Road Treatment Station, gravity area to the Wastewater Reclamation Facility ' Install one additional vault to allow access to sewage control valves at WRF. tReplace Weirs on Final Clarifiers #1 and #2 at WRF. • Replace excess flow traveling bridge at WRF. ' Replace main control building electrical feed at WRF. P 9 ' Complete spillway rehabilitation and dissolved oxygen improvement at WRF. • Purchases equipment to install a second deodorizing station at the WRF. ' Replace deep line grinder pack at the WRF ' • Replace worn valves in the anaerobic digester building. • Replace Digester Cover #3, including valves and piping, and clean digester and remove sludge. I• Begin improvements at Warwick Road Storm Station. ' Begin improvements at Deerfield Road Lift and Storm Station (chlorination system) • Complete Deerbrook Lift Station replacement. ' Complete North Avenue Lift Station replacement. ' Begin Pfingsten Road Lift Station improvements. • Begin Wilmot Road Lift Station improvements. ' Begin East Side Lift Station rehabilitation. ' 65 The following projects were completed 2005 -06 fiscal year: • Relined 2,000 lineal feet of sewers. • Televised over 25,000 feet of sanitary and storm sewers using the Village's new main line television inspection camera. • Smoke tested and dye tested over 600 homes in the southwest quadrant finding some cross connections and illegal connections. All the business along Lake Cook Road from Pine Street to 1- 294 (Tollway) have been smoke and dye tested as well. • Cleaned 58,000 feet of sewers. • Responded to more than 116 service calls for assistance on private sewer and drainage problems. • Handled 3,371 Julie locate requests. • Replaced 38 street inlets. • Worked with the Engineering Department on design of various projects, including 2005 Street Rehabilitation, Deerfield Road Rehab and Water Main, and the Stratford Road Infrastructure. • Installed three new storm inlets and piping on Sunset Court to correct cross connection problem. • Worked with the Building and Zoning Department to inspect storm and sanitary sewer repairs and reinstatements — made 156 inspections. • Installed a 5 -foot wide manhole valve vault and replaced two operating valves at the WRF. This improvement enables the treatment plant to work on the valves without having to excavate the area. Two vaults roughly 10 feet deep were also installed and both valves where replaced. • Roof repairs completed at the sludge handling building by Correct Roofing. • Sewage Lift Pumps # 1, 2, 3 at the WRF were replaced with Vaughn Pumps and installed by Illinois Pumps. • Raw Sewage Pumps #1, 2, 3 at the WRF were replaced with Fairbanks Morris pumps from Drydon Equipment and installed by Illinois Pump. • Main Control Building Electrical Feed. Applied Technologies has been awarded the contract for the engineering part of this project. • The aerobic digester in -tank equipment at the WRF was replaced by Martin Peterson Company. • Pump rails and check valves were replaced at the Deerfield Road Lift and Storm Station by Mosele & Associates. • The Anaerobic Digester #1 Scum Buster pump has been repaired. • Snails were cleaned out of the aeration tanks by Midwest Power Vac and WRF staff. • A replacement skimmer for the chlorine contact tank and replacement shoes for the flights were installed by treatment plant personnel after the tank was dewatered. .. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 The primary sludge grinder pack was replaced. • Deerfield Road Lift Station Dry Weather Submersible Pumps #1, 2, 3 were replaced by treatment plant staff. Electrical upgrades for these pumps were made by Stellmach Electric. • Three primary sludge hopper vaults were replaced by Sewer Department and WRF personnel. SEWER DEPARTMENT Work Statistics - Calendar Year 2000 2001 2002 2003 2004 2005 Cleanino and Maintenance Sanitary Sewer Stoppages Sanitary Sewer Cleaned (in feet) Sanitary Excavation Openings Sanitary Infiltrations Found Sanitary Manholes Rebuilt Sanitary Sewers Televised (in feet) Sump Pump Inspections Homes Dye or Smoke Tested Sewer Pipe Replaced Construction Storm Sewers Cleaned Inlets Cleaned Storm Excavation Openings Storm Infiltrations Found Storm Structures Reconstructed Storm Sewers Televised (in feet) Street Inlet Covers Replaced New Storm Sewers or Laterals Installed (in feet) Inlets Dye or Smoke Tested Street Inlets Replaced Waste Water Treatment Plant Sanitary Sewage Pumped (in million gallons) Primary Sludge (in thousand gallons) Chlorine Used (in gallons) Sludge Beds Cleaned Sludge Beds Drawn Electric Current Used (in thousand K.W.H.) 17 19 14 11 11 .10 210,760 191,635 175,925 51,385 70,800 38,120 13 9 14 11 7 20 8 6 19 12 19 12 2 4 11 23 28 12 12,964 18,700 17,277 6,236 12,800 17,659 12 57 63 12 2 18 152 240 112 90 13 685 150 93 162 50,235 38,425 30,625 17,415 21,750 20,275 64 78 88 82 113 92 25 19 32 42 38 34 5 9 16 15 10 15 5 6 18 33 30 25 10,210 6,755 11,424 3,.370 9,200 9,525 3 6 14 25 30 61 665 790 547 1,036 244 933 16 22 49 73 87 92 15 15 15 35 34 38 1,182 1,344 1,133 1,068 1,134 1,025 5,124 5,184 5,333 4,985 5,254 5,310 29,302 35,762 26,735 26,520 27,000 22,500 85 69 90 69 74 76 74 77 82 82 60 79 1,923 2,064 1,983 2,040 2,085 1,942 67 542010- BUDGET REQUEST - FY 2006 -2007 SEWER DEPT. ADMINISTRATION PERSONNEL SERVICES TRAINING & DEVELOPMENT CONTRACTUAL SERVICES COMMODITIES UTILITIES DEBT SERVICE CAPITAL OUTLAY CAPITAL IMPROVEMENTS TRANSFERS OUT DEPARTMENT TOTAL 542031- 190,761 FY 04/05 BUDGET I EST EXPEND BUDGET % CHG BUDG 400 FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 -FY07 PERSONNEL SERVICES TRAINING & DEVELOPMENT CONTRACTUAL SERVICES COMMODITIES UTILITIES DEBT SERVICE CAPITAL OUTLAY CAPITAL IMPROVEMENTS TRANSFERS OUT DEPARTMENT TOTAL 542031- 190,761 233,300 202,850 232,950 -0.15% 97 400 400 1,600 300.00% 113,412 154,300 152,800 176,775 14.57% 4,706 6,330 8,500 9,300 46.92% 3,857 4,800 4,800 4,800 0.00% 0 0 0 0 N/A 0 2,000 4,200 2,500 25.00% 0 0 0 0 N/A 133,782 47,729 47,729 50,929 6.70% 446,615 1 448,859 1 421,279 1 478,854 1 6.68% SEWER DEPT. LINE CONSTRUCTION .: ACTUAL FY 04/05 BUDGET FY 05/06 EST EXPEND FY 05/06 BUDGET FY 06/07 % CHG BUDG FY06 -FY07 PERSONNEL SERVICES 193,707 226,380 240,380 257,700 13.84% TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 38,622 329,500 86,650 306,000 -7.13% COMMODITIES 57,149 78,755 80,200 80,700 2.47% UTILITIES 0 0 0 0 N/A CAPITAL OUTLAY 0 0 0 0 N/A CAPITAL IMPROVEMENTS 0 1,780,000 200,000 935,000 - 47.47% TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL - 34.59% 289,478 1 2,414,635 607,230 1 1,579,400 .: 1 1 1 1 1 1 1 1 r 1 1 1 BUDGET REQUEST - FY 2006 -2007 SEWER DEPT. MAIN MAINTENANCE ACTUAL FY 04/05 BUDGET FY 05/06 EST EXPEND FY 05/06 542051- 1 149,869 169,600 PERSONNEL SERVICES 190,250 TRAINING & DEVELOPMENT 0 CONTRACTUAL SERVICES 0 COMMODITIES N/A UTILITIES 45,000 CAPITAL OUTLAY ' CAPITAL IMPROVEMENTS 19,650 TRANSFERS OUT 30,900 DEPARTMENT TOTAL 0.79% 0 1 1 1 1 1 1 1 r 1 1 1 BUDGET REQUEST - FY 2006 -2007 SEWER DEPT. MAIN MAINTENANCE ACTUAL FY 04/05 BUDGET FY 05/06 EST EXPEND FY 05/06 BUDGET FY 06/07 % CHG BUDG FY06 -FY07 149,869 169,600 158,500 190,250 12.18% 0 0 0 0 N/A 19,465 45,000 35,000 45,000 0.00% 19,650 39,885 30,900 40,200 0.79% 0 0 0 0 N/A 37,966 30,000 30,000 0 - 100.00% 0 0 0 0 N/A 0 0 0 0 N/A 226,9501 284,4851 254,4001 275,4501 -3.18% 542052- SEWER DEPT. WASTEWATER TREATMENT FACILITY ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06-�FY07 PERSONNEL SERVICES 640,049 875,400 757,100 886,000 1.21% TRAINING & DEVELOPMENT 132 3,500 3,500 4,500 28.57% CONTRACTUAL SERVICES 196,837 488,200 254,200 397,350 - 18.61% COMMODITIES 91,362 162,700 127,700 163,450 0.46% UTILITIES 221,644 229,500 203,000 248,000 8.06% CAPITAL OUTLAY 11,553 13,000 13,000 26,500 103.85% CAPITAL IMPROVEMENTS 282,863 660,000 110,000 185,000 - 71.97% TRANSFERS OUT 8,907 9,342 9,342 11,867 27.03% DEPARTMENT TOTAL - 21.26% 1,453,347 2,441,642 1,477,842 1,922,667 .• PUBLIC WORKS DIVISION GARAGE DEPARTMENT Garage personnel, consisting of a working foreman and a mechanic, are responsible for the overall operation of the garage facility. This includes repair and maintenance of 6 administration cars, 18 police related cars, 25 Public Works vehicles, and 70 various pieces of construction and maintenance related equipment. The equipment includes 22 snow plows, 2 backhoes, 3 front end loaders, 2 mower tractors, 2 Bobcats, 1 sidewalk plow, 5 snow blowers (2 machine mounted and 3 walk behind), 1 street sweeper, four 20 -yard self - loading leaf vacuum trailers, 3 air compressors, 4 salt spreaders, 4 generators, 6 lawn mowers, 6 chain saws, 6 trailers and 2 water jets. They also maintain the Public Works building and equipment. Due to the impending retirement of the Foreman, the unit is being reorganized with an associate mechanic and a mechanic who will both report to the new Superintendent position. The Foreman prepares written specifications for the purchase of new vehicles, equipment, and replacement parts. A charge is made to the various Village departments by budgetary functions for parts and labor on vehicles and equipment serviced by the Garage. The Garage is responsible for contracting for service from outside repair service companies for major body and transmission work. Garage personnel also maintain the Public Works building and equipment. These includes the physical plant such as heater, furnaces, one generator, doors, compressors, air conditioning equipment, and wash bay equipment. The following will be implemented in the 2006 -2007 fiscal year: The Foreman will prepare specifications and supervise the bidding for: • Replacement Truck #809 — One ton pickup with plow • Replacement Truck #707 — One ton pickup with plow • Replacement Truck #704 — One ton bucket lift and utility body truck • Replace of one Smith air compressor • Addition of one new Bobcat loader for the Wastewater Reclamation Facility Accomplishments During Fiscal Year 2005 -2006: The Foreman supervised the bidding and purchase of one 36,220 GVW dump truck with plow and spreader for the Water Department, one new 19,000 SVW dump truck with plow and spreader for the Water Department, one new sewer cleaner with water jet truck for the Sewer Department, one new half ton pickup truck for the Wastewater Reclamation Facility, five tailgate salt spreaders, one new mini excavator with trailer for the Water /Sewer Department, and one enclosed trailer for the Sewer Department. BUDGET REQUEST - FY 2006 -2007 702050- GARAGE FUND PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND 1 BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES 214,837 248,862 248,862 242,015 -2.75% TRAINING & DEVELOPMENT 0 200 0 500 15 0.00 CONTRACTUAL SERVICES 8,594 14,515 11,315 15,822 9.00% COMMODITIES 65,535 75,552 76,052 82,200 UTILITIES 2,761 4,400 4,600 4,700 6.82% DEBT SERVICE 0 0 0 0 N/A CAPITAL OUTLAY 2,395 0 0 0 N/A CAPITAL IMPROVEMENTS 0 0 0 0 TRANSFERS OUT 2,400 2,525 2,525 2,525 0.00% DEPARTMENT TOTAL 1 296,522 1 346,054 70 343,354 1 347,762 1 1 1 1 L 1 1 1 I 1 1 1 1 ' 8.80% , N/A , 0.49% 1 i 1 1 1 1 1 1 1 1 1 1 1 r 1 1 O'U `=i m � � 1 1 1 1 1 r 1 L 1 1 1 1 1 1 1 1 1 1 1 1 Rw--) va 1 1 1 1 1 1 BUDGET REQUEST - FY 2006 -2007 [_APITAI PRA.11: T FI INnC . CI IIIAMARV PERSONNEL SERVICES ACTUAL BUDGET 1 EST EXPEND BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 FY 05/06 I FY 05/06 FY 06/07 I FY06-•FY07 PERSONNEL SERVICES 0 0 0 0 N/A TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 585,383 1,178,400 1,003,000 1,112,000 - 5.63% COMMODITIES 0 0 0 0 N/A UTILITIES 0 0 0 0 N/A OTHER EXPENSES 10,164,354 11,586,517 11,586,517 250,000 - 97.84% DEBT SERVICE 0 0 0 0 N/A CAPITAL OUTLAY 504,750 1,361,000 968,767 1,731,500 27.22% CAPITAL IMPROVEMENTS 3,617,657 5,904,000 2,975,000 8,004,000 35.57% TRANSFERS OUT 2,400,547 1,877,250 1,877,250 2,302,000 22.63% TOTAL 1 17,272,6911 21,907,167 1 18,410,5341 13,399,500 1 - 38.84% CAPITAL PROJECT FUNDS MOTOR FUEL TAX 5% LAKE COOK TIF DIST 2% VILLAGE CENTER TIF 52% 71 VEH & EQUIP REPLACE 8% FRASTRUCTURE REPLACE 33% CAPITAL PROJECTS FUNDS I The Village has a number of sources from which capital projects are funded. These include the funds ' described in this section and also the General, Water and Sewer Funds. As part of the annual budget process, the Village prepares a five -year capital improvement program (CIP), which is updated for the budget year. The capital project program for FY 2006 -07 is more fully described in the Transmittal Letter ' and in the Major Budget Policies and Objectives section. The CIP is presented in this section in tabular form, along with those capital projects funds as described below. INFRASTRUCTURE REPLACEMENT This fund was established in 1989 for the purpose of maintaining, repairing and renovating the capital t assets of the Village. The primary sources of funding have been residual equity transfers (General Fund) and investment earnings. The Sidewalk/Curb Program is also accounted for in this fund. This is used for public sidewalks that require replacement and new installations as planned. ' As part of the planning for the substantial projects contained in the CIP beyond this fiscal year, it is planned to continue to utilize existing revenue sources, including half of the recently implemented 0.5% home rule sales tax, the last TIF surplus distribution and a decreased property tax levy (replaced with t new MFT funds) to address the funding for the projects anticipated in this budget. However, the projects proposed for this year will need additional funding, which will come from transfers in from the General Fund and Debt Service Fund. The major projects anticipated for this year are: • Rosemary errace reconstruction including engineering and construction and the replacement of t rY 9 9 9 P underground utilities throughout the project area • Sanitary sewer lift stations rehabilitation and replacement throughout the Village ' • Village Hall expansion project (TIF 2 funding) I MOTOR FUEL TAX Motor fuel tax is a share of the state - imposed and collected fuel tax. The sharing is based on a per- capita , formula derived by the state legislature and is expected to yield $28.50 per person this year, unchanged from last year. State regulations strictly control the use of these funds and include the following eligible ' items: street construction, maintenance or reconstruction; bridge repair; traffic signal installation and maintenance, and sidewalk repair and maintenance. The Village intends to use all the funds this year towards the street rehabilitation project, replacing property tax revenue which will be diverted to the General Fund that will replace funds previously transferred from MFT and used for maintenance of the roadway. "PROJECT 29" FUND ' The Project 29 fund is a capital projects fund established to provide for expenses of the storm water detention facility located at Lake Cook and Pfingsten Roads. The facility was constructed using primarily t state and federal funds. Under a Local Cooperation Agreement between the Department of the Army and the Village, funds are held in escrow. No detail is presented as we are awaiting a demand from the Army for the local share; this fund has been idle for a number of years due to previous litigation. I 1 72 1 VEHICLE AND EQUIPMENT REPLACEMENT This fund is established to amortize the replacement cost of certain Village equipment over its useful life. For inclusion into this schedule, capital equipment is defined as any vehicle or regularly replaced equipment item having a useful life of more than one year and a value of $5,000 or more at the time of ' the purchase. Over the past two years, a number of items that were not previously included in the schedule have been added and the appropriate contributions included in the operating divisions. A list of the items to be replaced this fiscal year follows: t • Squad car equipment - $35,000 ' • UPS battery replacement, E 911 system - $15,000 • In -car cameras for Police (10) - $65,000 ' Mobile radio replacements, Police - $40,000 • Mobile Data terminals, replacement, Police.- $65,000 ' • Replace Street Division #809 pick-up - $32,500 ' • Replace Street Division #707 dump truck - $47,250 • Replace Street Division #704 truck - $84,000 ' • Replace 10 Police patrol cars @ $27,542.50 (carryover from 05/06) - $275,425 • Replace Police additional 3 units - $77,825 ' • Bobcat for sludge removal, Treatment Plant - $55,000 ' • Air compressor replacement, Water Division - $14,500 • New Data infrastructure including phone system replacement, all depts. - $300,000 1 1 1 ri ' 73 222082- BUDGET REQUEST - FY 2006 -2007 INFRASTRUCTURE REPLACEMENT FUND PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 I FY 05106 I FY 05/06 I FY 06/07 FY06 -FY07 PERSONNEL SERVICES 0 0 0 0 N/A TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 348,302 833,400 700,000 797,000 - 4.37% COMMODITIES 0 0 0 0 N/A UTILITIES 0 0 0 0 N/A CAPITAL OUTLAY 0 0 0 0 N/A CAPITAL IMPROVEMENTS 1,369,860 3,564,000 2,850,000 3,654,000 2.53% TRANSFERS OUT 0 0 0 0 N/A FUND TOTAL 1 1,718,1621 4,397,4001 3,550,000 1 4,451,000 1 1.22% 1 PERSONNEL SERVICES TRAINING & DEVELOPMENT CONTRACTUAL SERVICES COMMODITIES UTILITIES DEBT SERVICE CAPITAL OUTLAY CAPITAL IMPROVEMENTS TRANSFERS OUT DEPARTMENT TOTAL BUDGET REQUEST - FY 2006 -2007 MOTOR FUEL TAX FUND ACTUAL BUDGET EST EXPEND FY 04/05 FY 05/06 FY 05/06 % CHG BUDG FY 04/05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 270,865 601,000 616,202 0 0 0 285,000 0 0 555,865 1 601,000 1 616,202 BUDGET % CHG BUDG FY 06/07 FY06 -FY07 0 0 0 0 0 0 625,000 0 0 N/A N/A N/A N/A N/A N/A 3.99% N/A N/A 3.99% BUDGET REQUEST - FY 2006 -2007 211150- VEHICLE & EQUIPMENT REPLACEMENT FUND ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05/06 FY 06/07 FY06 -FY07 PERSONNEL SERVICES 0 0 0 0 N/A TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 0 0 0 0 N/A COMMODITIES 0 0 0 0 N/A UTILITIES 0 0 0 0 N/A CAPITAL OUTLAY 233,885 760,000 352,565 1,106,500 45.59% CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 173,797 0 0 0 N/A DEPARTMENT TOTAL 1 407,6821 760,0001 352,5651 1,106,5001 45.59% 74 1 1 [1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 LAKE COOK ROAD TAX INCREMENT FINANCING DISTRICT (TIF 1) The Lake Cook Road TIF District was established in 1982 to redevelop an area in the southern part of the Village approximately paralleling Lake Cook Road. The redevelopment projects in this district have been completed and the District is successfully providing a.substantial property tax increment to the Fund. The Village Board terminated this District as of December 31, 2004. The 2005 equalized assessed valuation was the first year that this additional value was available to the taxing districts. Overall, approximately $170,000,000 in additional EAV was added in both Cook and Lake Counties. The entire budget for this year consists of the return of the late taxes paid out that will accumulate and exist in the fund during the year. VILLAGE CENTER TAX INCREMENT FINANCING DISTRICT (TIF 2) The Village Center TIF District was established in 1986 to redevelop the area commonly referred to as Downtown Deerfield approximately centered around the intersection of Waukegan and Deerfield Roads. Over the past several years, a number of properties were acquired by the Village and developers and subsequently combined. These combined tracts have been substantially redeveloped with new commercial and residential uses. Using bond proceeds to be serviced by TIF revenues, the Village has undertaken major infrastructure improvements, including new roadway and intersection work, parking lot improvements and streetscape enhancements throughout the downtown area. The District terminates pursuant to statute in 2009. The Objectives for the 2006 -07 fiscal year are as follows: Review the development potential of the northwest quadrant. Begin construction of the addition /remodeling of the Village Hall expansion project. Accomplishments 2005 -06 fiscal year: Generated sufficient TIF increment revenues to fully fund the debt service requirements of the 1998 issue. Selected an architect for the Village Hall expansion and completed the design and bidding with construction to begin in early FY 06/07. 75 14 A C 0 12 10 S w 8 4 2 0 TIF INCREMENT REVENUE 1007 1998 1988 2000 2001 2002 2003 2004 2005 2005 FISCAL YEAR . TIF 1 TIF 2 BUDGET REQUEST - FY 2006 -2007 251180 - LAKE COOK ROAD TAX INCREMENT FINANCING DISTRICT PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 I FY 05/06 FY 05/06 FY 06/07 FY06 -FY07 PERSONNEL SERVICES 0 0 0 0 N/A TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 0 0 0 0 N/A COMMODITIES 0 0 0 0 N/A UTILITIES 0 0 0 0 N/A OTHER EXPENSES 10,164,354 11,586,517 11,586,517 250,000 - 97.84% CAPITAL OUTLAY 0 0 0 0 N/A CAPITAL IMPROVEMENTS 59,243 0 0 0 N/A TRANSFERS OUT 0 0 0 0 N/A FUND TOTAL - 97.84% 10,223,597 1 11,586,517 1 11,586,517 250,000 BUDGET REQUEST - FY 2006 -2007 261180- VILLAGE CENTER TAX INCREMENT FINANCING DISTRICT PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04105 I FY 05/06 I FY 05/06 FY 06107 FY06 -FY07 PERSONNEL SERVICES 0 0 0 0 N/A TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 237,081 345,000 303,000 315,000 - 8.70% COMMODITIES 0 0 0 0 N/A UTILITIES 0 0 0 0 N/A OTHER EXPENSES 0 0 0 0 N/A CAPITAL OUTLAY 0 0 0 0 N/A CAPITAL IMPROVEMENTS 2,188,554 2,340,000 125,000 4,350,000 85.90% TRANSFERS OUT 1,941,750 1,877,250 1,877,250 2,302,000 22.63% DEPARTMENT TOTAL 1 4,367,385 1 4,562,2501 2,305,250 1 6,967,0001 52.71% 76 1 1 1 1 1 1 1 1 1 1 w a F Z W 2 W ' > O a 2 J Q IL a U 1 1 1 1 0 co F F 4) o a o 0 0 0 0 o o 0 0 o a O o ° N a 000- S E S N O coo- 0 O O T cc's O 0 ° 000- 0 E C N > N > ^ c m a LL 0 — , m 0 Q Q LO C o O m LL e comma 4) 0 m LL mmm N m m LL N m 4) mmm 4) m a m LL °: 8 2 V O U) O p C 0 a a 4) 0 a 00 a 0 a a 0 00 a s 4) m m y LL a 4) a'0 0 0 0 m m U Q Q Q 2 0 LL o O LL LL LL O LL LL LL O LL LL LL O LL LL LL o _ a> U O ° O O C p° C C O Coco 0 0 0 0 0 0 0 8 0 0 0 0 p� c Q p U a 00 N 00006 800 V 0 C NN O O CO N In O O Nom O 0 No0O 0 0 C C O' C 0 ��0 O -0 O !� �o �NM� �NN� �NN(A NN� '5 N> UOc� =O M LL llL� 69 °N 0 OOOOO E»E»e> �e»rn� �e»E»� eAE»v3� W- W- 4) n_ a'_ Q mOr Uo N e» _ \ Q %EA x 0 �LL o 0 o N. o 0 o N o a a 0 0 0 o N 3 a) o m H M -0 LL coo �NNLL O .N.'-Z.;,LL O 04 O O o N..NNv O N 0 N..N 0 0 .N..LL >>0 > 0 (n LL O O .�.. 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N 00 co 0 0 co O 0 C C O coo 0 0 O H 00- O NON 0n MV N t 4A r 001 W► a O N NM N M W 000 O C 000 0000 In O O M LO M04wi 4n OIn OIn M0 r N 4A r NON N N O --0 t0 Cl) p V M N N N J J J J F H H F- 0 0 0 0 Z Z F- F- W W W a c7 2 0 w 0 a w a a 2 ww F 0 _ U) N aci Q 2 w r Z a�i J w y W O to U V ? y 00 DU _ w m U 0) 0 c c c0 J J N V W W .0 J C N .0 �2 _ > _ 0. �,� N C m�2 UI 0 UI c Q. dU 4� m dCL r U W 0 • tn Lou�7 LO N O V NLo Y! 1 1 1 1 1 r 1 1 1 1 1 1 J 1 1 7 J 1 1 1 1 1 1 1 1 1 1 1 1 � Q a' 0 a z W 2 w i 0 a J Q F a Q U 1 1 1 1 1 I d 0 S v C LL O O t0 M tD t0 M O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C O O C O C o O N N p to O N n V N c0 m O to O O L co N O O O O O O O O O O O O O O o 0 0 0 0 0 O r to i O O V OCO O O O O O coo 000 O (D O t0 0 ODOMO V LO 00 t.- co ON I co N t` rl co N OD r,- rN o N N � O O O O O O o 0 0 0 0 0 0 0 0 o o 0 0 0 01 O 0p0O0 00 (00 V O N to V <n N O co V N n 0 co N O N to O VIt cl� 00 O O O O O o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OD E9 000 O O O O O 00 C O N000 NC O to O O0 to C!W rM N to 11 CNONV oN V V co a CF) �NM OO N V i!f Oi N � w 00000000000000000000 11 (fl 0 0000 0 0 000 00 0 O 0 omo 0 0 ootn otn O N v 1-: to' m(D N. V) to v 0LO0 �v o- N Ca V co 0) e0+1 0 V a M N w J F 0 H" O J+ U m O (= c 0 c O LL E E u > (D rn -Y F N C N >a m 0 lL O O d 00 N N >' rn 0 mm m 70 .0 c __ a� x c y a) 3 Q am Y'voa� 0 0) �'o = C C 7 7 7 m~ C C ,N Y C C .Vi .. � 7 N a2 o 6-�, 2 a��LL�j�LL Om� (.% H N 0 Y O N O Q p N N m Yk 3t O m N d Z D 0 O C y w LL LL 3: m m K DOUJULL9N � 5 (nHU') :5 a Z # LL co 1 1 1 1 1 1 1 1 1 1 u 1 1 1 1 i 1 1 1 1 1 1 M Fj 1 1 1 1 r 1 1 c10 z 0 1 1 1 r 1 1 1 1 1 1 1 1 F, N 11 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2006 -2007 CI IDQART FI IN m - CI III UARV PERSONNEL SERVICES ACTUAL I BUDGET I EST EXPEND BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 FY 05/06 FY 05/06 FY 06/07 I FY06 -+FY07 PERSONNEL SERVICES 1,218,835 1,406,730 1,355,950 1,526,080 8.48% TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 1,348,012 1,586,234 1,519,245 1,629,859 2.75% COMMODITIES 2,873 17,700 12,800 18,600 5.08% UTILITIES 6,981 10,300 7,000 9,800 -4.85% OTHER EXPENSES 2,010,889 505,077 505,077 679,109 34.46% DEBT SERVICE 2,967,750 2,346,000 1,846,000 2,303,000 -1.83% CAPITAL OUTLAY 0 2,000 1,500 2,000 0.000/0 CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 135,250 140,775 140,775 740,775 426.21% TOTAL 1 7,690,5901 6,014,8161 5,388,3471 6,909,2231 14.87% POLICE PENSION 20% INSURANCE FUND 10% SUPPORT FUNDS COMMUTER DEBT SERVICE PARKING LOTS FUND 4% 42% REFUSE 24% 85 DEBT SERVICE FUND The Debt Service Fund is used for paying general obligation debt incurred by the Village. The levy year is somewhat different from the actual payment year. The property tax is levied in such a fashion so that the Village will receive funds in time to pay the principal and interest as it becomes payable. However, as indicated below, the Village does not currently levy any property tax to service debt. It is not anticipated that any new, property tax supported debt will be issued this year. Schedule of General Obligation Debt Outstanding Currently the Village has two general obligation bond issues outstanding: General Obligation Bonds, Series 1998. This $17,000,000 bond issue was authorized for the purpose of downtown redevelopment. The Bond Issue is a General Obligation Bond Issue; however, it is being repaid from TIF 2 funds. The Village anticipates continuing this abatement. General Obligation Refunding Bonds, Series 2003. This $3,460,000 bond issue was authorized to advance refund the Series 1997 issue. The original issue was used for financing water system improvements. The Village has abated all prior debt service levies using water system revenue and intends to continue doing so. GENERAL OBLIGATION DEBT Retirement Schedule Principal and Interest — (Levy Year Basis) Refunding Series 2003 General Obligation TAX LEVY 02/03/03 Series 1998 -- 4/15/98 YEAR $3,460,000 (1) $17,000,000 (2) TOTAL 2006 $476,820 $2,216,000 $2,692,820 2007 477,820 2,130,000 2,607,820 2008 482,365 2,043,500 2,525,865 2009 479,827 479,827 2010 481,125 481,125 2011 481,275 481,275 TOTALS 2,879,232 6,389,500 9,268,732 (1) Source of Funds - Water Revenues (2) Source of Funds - TIF 2 Revenues INSURANCEFUND Prior to FY 2005/06, the Insurance Fund was an internal service fund established to provide for the payment of medical, dental and life insurance premiums for Village employees and to receive revenue and pay similar expenses for the Park District and Library, whose employees are covered under our health plan. This fund was converted to an agency fund for FY 05/06 as the expenses for insurance for Village personnel will be accounted for directly in the personnel budgets of the operating funds. The fund continues to receive revenue from the Park District (a separate taxing district) and retired employees who continue in our plan (and pay the bulk of the premium for their coverage) pursuant to statutory requirements. The fund remains balanced as charges are increased to offset the increase in health insurance costs. :. 1 1 1 1 1 1 1 1 1 1 1 F� 1 1 1 1 1 1 1 1 1 1 1 I 1 1 1 1 1 1 1 1 1 1 PENSION FUNDS The Village contributes to two pension funds as required by State Law. Police Pension Fund The Police Pension Fund is required by State law for all communities of over 5,000 in population. A Police Pension Board, made up of five members, administers the fund. Two are active members of the department, two are from the citizens of the community, and one is elected from the beneficiaries of the fund. They are charged with the investment of the funds collected from the active personnel, contributed by the employer (Village) and investment income. Patrol officers contribute 9.91% of their base salary toward the Police Pension Fund. The Village (employer) contribution is determined annually based on an actuarial analysis of the fund pursuant to state statute. The Village has contributed 100% of the actuarially determined required contribution (reflected as an expense in the Police Department budget) in the past and plans to continue full funding in the future. The Illinois Municipal Retirement Fund (IMRF) IMRF covers Village employees with the exception of sworn police personnel. The current employer pension contribution for IMRF is 11.49% of salary. Due to a recovery in investment performance and the effects of actuarial smoothing, this rate is expected to decrease to 11.03% in 2007. The Village also contributes 6.20% for the employer's portion of social security taxes for all employees, other than sworn police personnel and 1.45% for the employer's portion of Medicare taxes for all employees covered by Medicare. FUNDING PROGRESSION Based on the Actuarial Accrued Liability (AAL): Actuarial Valuation Illinois Municipal Retirement Date Police Pension Fund (4/30) Fund (12/31) 1995 N/A 79.65% 1996 N/A 84.29% 1997 124.22% 89.80% 1998 122.40% 95.61% 1999 120.00% 98.91% 2000 113.50% 104.75% 2001 93.00% 103.29% 2002 92.67% 96.10% 2003 92.09% 93.79% 2004 82.72% 81.71% 87 3570XX- BUDGET REQUEST - FY 2006 -2007 DEBT SERVICE FUND PERSONNEL SERVICES ACTUAL FY 04/05 BUDGET FY 05/06 EST EXPEND FY 05/06 BUDGET FY 06/07 % CHG BUDG FY06 ->FY07 TRAINING & DEVELOPMENT 0 0 0 0 N/A PERSONNEL SERVICES 0 0 0 0 N/A TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 0 0 0 0 N/A COMMODITIES 0 0 0 0 N/A UTILITIES 0 0 0 0 N/A DEBT SERVICE 2,967,750 2,346,000 1,846,000 2,303,000 -1.83% CAPITAL OUTLAY 0 0 0 0 N/A CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 0 0 0 600,000 N/A DEPARTMENT TOTAL 0 0 0 0 23.74% 2,967,750 1 2,346,000 1 1,846,0001 2,903,000 721111- BUDGET REQUEST - FY 2006 -2007 INSURANCE FUND 806010- BUDGET REQUEST - FY 2006 -2007 POLICE PENSION FUND ACTUAL FY 04/05 BUDGET FY 05/06 EST EXPEND FY 05/06 BUDGET FY 06/07 % CHG BUDG FY06-FY07 PERSONNEL SERVICES 0 0 0 0 N/A TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 0 0 0 0 N/A COMMODITIES 0 0 0 0 N/A UTILITIES 0 0 0 0 N/A OTHER EXPENSES 2,009,564 505,077 505,077 679,109 34.46% CAPITAL OUTLAY 0 0 0 0 N/A CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL 34.46% 2,009,564 505,077 505,077 679,109 806010- BUDGET REQUEST - FY 2006 -2007 POLICE PENSION FUND E.F. ACTUAL FY 04105 BUDGET FY 05106 EST EXPEND FY 05/06 BUDGET FY 06/07 % CHG BUDG FY06 ->FY07 PERSONNEL SERVICES 1,124,911 1,263,000 1,248,000 1,387,800 9.88% TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 10,141 12,000 17,350 12,250 2.08% COMMODITIES 0 0 0 0 N/A UTILITIES 0 0 0 0 N/A OTHER EXPENSES 1,325 0 0 0 N/A CAPITAL OUTLAY 0 0 0 0 N/A CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 0 0 0 0 N/A DEPARTMENT TOTAL 9.81% 1,136,377 1,275,000 1,265,350 1 1,400,050 E.F. 1 u REFUSE FUND ' The Refuse Fund is an enterprise fund established to provide for the collection of residential solid waste, household recycling, and landscape debris. Refuse collection is provided through a contract with a private waster hauler. This multi -year contract provides rates that are adjusted annually by the CPI. ' The Village coordinates this service, offering once or twice a week curbside pick -up. The service is funded through a combination of user fees and a property tax levy. The property ' tax levy provides for a subsidization of the once a week fee;. if the user desires twice a week he is responsible for the additional cost. Pursuant to Village Board direction, there is no increase in the property tax levy for, this purpose in this budget. The direct user fee will not be raised at this time. ' The Village also provides an expanded leaf collection program. During the fall, each home receives four weekly collections of leaves raked to the curb. The Village maintains four leaf vacuum machines for this purpose. Residents also have the option to bag the waste during this time and ' throughout the year, with a per -bag fee assessed through the use of stickers. The Village renewed its contract with the waste hauler, ONYX, for an additional five year period effective January 1, 2006. The basic charge was unchanged for the first year; however, the Village ' elected to convert the recycling process to wheeled carts from bins and an additional charge will be incurred for the lease of these carts. It is anticipated that this will increase the total recycling volume. ' PARKING LOTS (COMMUTER STATION) ' The Village maintains and operates nine commuter train station parking lots with a total of 675 spaces. These are broken down by source of funding, with six lots (320 spaces) built with Village funds and reserved for Village residents. The remaining lots were built with Federal assistance and are open to ' any users. The lots are a combination of pay - per -day and permit. Village personnel collect fees and police personnel enforce the parking restrictions. Since the Lake -Cook Road station and lots opened a number of years ago, the use of the ' downtown lots has stabilized below capacity. Parking fees are used to maintain the lots (including snow removal) and the station. The parking rates were increased from $1 per day to $1.50 per day effective January 1, 2005 and this budget represents the second full year of the higher fee. The increased rate ' adequately funds the necessary maintenance and capital expenditures for the station and lots. 1 1 1 1 1 1 89 5820XX- BUDGET REQUEST - FY 2006 -2007 REFUSEFUND PERSONNEL SERVICES ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG TRAINING & DEVELOPMENT FY 04/05 FY 05/06 FY 05/06 FY 06107 I FY06 ->FY07 PERSONNEL SERVICES 69,140 109,050 76,150 101,700 - 6.74% TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 1,299,282 1,513,495 1,449,595 1,552,709 2.59% COMMODITIES 2,714 8,400 8,800 9,300 10.71% UTILITIES 0 0 0 0 N/A CAPITAL OUTLAY 0 0 0 0 N/A CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 10,250 10,775 10,775 10,775 0.00% DEPARTMENT TOTAL 1 1,381,3861 1,641,7201 1,545,3201 1,674,484 1 2.00% 6020XX- BUDGET REQUEST - FY 2006 -2007 COMMUTER PARKING LOTS 90 ACTUAL FY 04/05 BUDGET FY 05/06 EST EXPEND FY 05/06 BUDGET FY 06/07 % CHG BUDG FY06 ->FY07 PERSONNEL SERVICES 24,784 34,680 31,800 36,580 5.48% TRAINING & DEVELOPMENT 0 0 0 0 N/A CONTRACTUAL SERVICES 38,589 60,739 52,300 64,900 6.85% COMMODITIES 159 9,300 4,000 9,300 0.00% UTILITIES 6,981 10,300 7,000 9,800 -4.85% CAPITAL OUTLAY 0 2,000 1,500 2,000 0.00% CAPITAL IMPROVEMENTS 0 0 0 0 N/A TRANSFERS OUT 125,000 130,000 130,000 130,000 0.00% DEPARTMENT TOTAL 2.25% 195,513 247,019 226,600 252,580 90 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2006 -2007 9RRnxx. DEERFIELD PUBLIC LIBRARY (COMPONENT UNITI PERSONNEL SERVICES TRAINING & DEVELOPMENT CONTRACTUAL SERVICES COMMODITIES UTILITIES OTHER EXPENSES DEBT SERVICE CAPITAL OUTLAY CAPITAL IMPROVEMENTS TRANSFERS OUT TOTAL EXPENDITURES 1,543,500 ACTUAL I BUDGET EST EXPEND BUDGET % CHG BUDG 8,000 FY 04/05 FY 05/06 I FY 05/06 FY 06/07 FY06 ->FY07 PERSONNEL SERVICES TRAINING & DEVELOPMENT CONTRACTUAL SERVICES COMMODITIES UTILITIES OTHER EXPENSES DEBT SERVICE CAPITAL OUTLAY CAPITAL IMPROVEMENTS TRANSFERS OUT TOTAL EXPENDITURES 1,543,500 1,630,000 1,630,000 1,710,400 4.93% 14,000 8,000 8,000 16,000 100.00% 525,084 643,500 643,500 621,533 -3.41% 30,000 32,000 32,000 0 - 100.00% 12,500 12,500 12,500 0 - 100.00% 1,000 1,000 .1,000 0 - 100.00% 0 0 0 0 N/A 12,000 15,000 15,000 375,000 2400.00% 0 0 0 0 N/A ' 0 0 0 0 N/A 2,138,0841 2,342,000 1 2,342,000 1 2,722,933 1 16.27% 980001- DEERFIELD LIBRARY COMPONENT UNIT - REVENUES ACTUAL BUDGET EST REVENUE BUDGET % CHG BUDG FY 04/05 FY 05/06 FY 05 /06 FY 06/07 FY06 ->FY07 TAXES 2,089,955 2,723,350 2,723,350 2,512,433 - 7.74% INTERGOVERNMENTAL 21,000 21,000 21,000 21,000 0.00% FEES & FINES 79,000 67,000 67,000 62,500 - 6.72% INVESTMENT INCOME 30,000 25,150 25,150 25,000 -0.60% MISCELLANEOUS 12,000 5,500 5,500 2,000 - 63.64% TOTAL REVENUES 1 - 7.71% 1 2,231,9551 2,842,000 1 2,842,000 2,622,933 As a component unit, the Library budget is not reported under the Village budget. 91 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 1 1 1 r 1 1 1 1 1 1 1 r 1 D m z v m U) w a Z a 1 1 1 1 1 C 1 1 r 1 1 1 1 1 I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 APPENDIX A - EQUIPMENT REQUESTS CONTAINED IN OPERATING BUDGETS ADMINISTRATIVE DIVISION Finance Department Laptop computer 2,500 Computer Uprgrades (10 @ $1,000) 10,000 Memory Upgrades (10 @$50) 500 Administration Laptop computer for Board (10 @$3,000) 30,000 Engineering Division (Public Works) Personal Computer Replacement (2) 2,000 Laser Printer 1,500 POLICE DEPARTMENT Administration Division Laptop Computer 3,000 Copier 3,500 Communications Division LCD Monitors 3,000 Shelving 1,500 Misc. Computer Equipment 2,500 InvestigationsNouth /DARE /Social Services Laptop Computer 2,500 Misc. Equipment 3,000 Patrol Division Speedboard Equipment .800 Misc. Equipment 5,000 Citizen Police Academy supplies 1,500 Moving Radar units 4,700 Ballistic Vests 3,600 E911 Fund Backup Server /NWS 40,000 Computers 6,000 Dialogic Server 5,000 Misc. Equipment 1,500 Voice Logger 30,000 New World CAD project 10,000 93 $13,000 $30,000 $3,500 $6,500 $7,000 $5,500 $15,600 $92,500 APPENDIX A - EQUIPMENT REQUESTS CONTAINED IN OPERATING BUDGETS PUBLIC WORKS DIVISION Street Division Administration Misc. equipment 2,000 Snow & Ice Control Small snow /sidewalk equipment 2,500 Forestry Chain Saw 500 Lawn Mower 500 Misc. small equipment 700 Sewer Division Administration Sewer camera accessories 2,500 Wastewater Treatment Facility Equipment trailer 3,000 Lab Meter for chemical testing 7,000 Meggar Meter 1,000 4" trash pump and accessories 3,500 Self contained breathing apparatus (4) 12,000 Water Division Administration Misc. equipment 1,000 Distribution Scada system computer upgrade 2,500 Scada system for Hawthorne 5,000 Hatch alarms for reservoirs 7,500 Main & Hydrant Maintenance Dewatering Pump (2 @ $1,500) 3,000 Generator 1,500 Miscellaneous 2,500 Meter Maintenance Water Meters 88,000 Orion software upgrade 2,000 94 $6,200 $29,000 $113,000 'IJ ' APPENDIX B GLOSSARY - ABATEMENT A complete or partial cancellation of a levy imposed by a government. ' ACCOUNT A term used. to identify an individual asset, liability, expenditure, revenue, or fund balance. ACCOUNTING SYSTEM The total structure of records and procedures which discover, record, classify, t summarize, and report information on the financial position and results of operations of a government or any of its funds, fund types, balanced account groups, or organization components. ' ACTIVITY The. smallest unit of budgetary accountability and control which encompasses specific and distinguishable lines of work performed by an organizational unit for the purpose of accomplishing a function for which the government is responsible. 1 1 1 1 1 1 1 1 1 ACTUARIAL RESERVE DEFICIENCY The excess of the actuarial accrued liabilities at the date of valuation of the retirement system over the available assets on hand to meet such liabilities; or the excess of accrued and prospective liabilities over the present and prospective assets. APPROPRIATION A legal authorization granted by a legislative body to make expenditures and to incur obligations for specific purposes. An appropriation is usually limited in amount and as to the time when it may be expended. ASSESSED VALUATION A valuation set upon real estate or other property by a government as a basis for levying taxes. ASSETS Property owned by a government which has a monetary value. BOND A written promise, generally under seal, to pay a specified sum of money, called the face value, at a fixed time in the future, called the date of maturity, and carrying interest at a fixed rate, usually payable periodically. BONDED DEBT That portion of indebtedness represented by outstanding bonds. BUDGET A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing them. BUDGET AMENDMENT A legal procedure utilized by the governing board to revise a budget. BUDGET DOCUMENT The instrument used by the budget- making authority to present a comprehensive financial plan of operations of the governing board. BUDGET MESSAGE A general discussion of the proposed budget as presented in writing by the budget making authority to the legislative body. BUDGET ORDINANCE The official enactment by the governing board to legally authorize the government administration to obligate and expend resources. BUDGETARY CONTROL The control or management of a government or enterprise in accordance with an approved budget for the purpose of keeping expenditures within the limitations of available appropriations and available revenues. 95 1 CAPITAL ASSETS Assets of significant value and having a useful life of several years. Capital assets are ' also called fixed assets. CAPITAL BUDGET A plan of proposed capital outlays and the means of financing them for the current I fiscal period. CAPITAL IMPROVEMENTS BUDGET A plan of proposed capital expenditures and the means of financing t them. This is usually part of the complete annual budget which includes both operating and capital outlays. CAPITAL OUTLAY Expenditures which result in the acquisition of or addition to fixed assets. ' CAPITAL PROJECTS FUND A fund created to account for financial resources to be used for the acquisition or construction of major capital facilities and equipment, other than those financed by ' proprietary funds, special assessment funds, and trust funds. CHART OF ACCOUNTS The classification system used by the government to organize the accounting for I various funds. COMMODITIES Consumable items used by the governmental departments. Examples include office supplies, vehicle and maintenance supplies, gasoline, etc. ' CONTRACTUAL SERVICES Services rendered to governmental departments and agencies by private firms, individuals, or other government agencies. Examples include utilities, insurance, and ' professional services. DEBT An obligation resulting from the borrowing of money or from the purchase of goods and services. 1 Debts of governments include bonds, time warrants, lease- purchase agreements, notes and floating ' debt. � DEBT LIMIT The maximum amount of gross or net debt which is legally permitted by State Statute. ' DEBT SERVICE FUND A fund established to account for the accumulation of resources for, and the payment of, general long term debt principal and interest. ' DEPARTMENT A major administrative organizational unit of the government which indicates overall management responsibility for one or more activities. ' DEPRECIATION (1) Expiration in service life of fixed assets, other than wasting assets, attributable to wear and tear through use and lapse of time, obsolescence, inadequacy, or other physical or functional cause. (2) The portion of the cost of a fixed asset charged as an expense during a particular period. ' NOTE: The cost of such asset prorated over the estimated service life of such asset and each period is charged with part of such cost so that ultimately the entire cost of the asset is charged off as an expense. Depreciation is accounted for only in the enterprise funds. ' ENTERPRISE FUND A fund established to account for operations (a) that are financed and operated in a manner similar to private business enterprises, where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a t continuing basis be financed or recovered primarily through user charges; or (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and /or net income is appropriate for capital maintenance, public policy, management control, accountability, or ' other purposes. 1 96 � 1 ' EQUALIZED ASSESSED VALUATION The assessed valuation of real property, raised or lowered by an equalizing factor as applied by a countywide and a statewide authority, so that all property is assessed at a consistent level for purposes of levying taxes. Currently, equalized valuation of real ' property is 1/3 of fair market value. ESTIMATED REVENUE The amount of projected revenue to be collected during the fiscal year. The ' amount of revenue budgeted is the amount approved by the Board of Trustees. EXPENDITURES Decreases in net financial resources. Expenditures include current operating expenses which require the current or future use of net current assets, debt.service, and capital outlays. EXPENSES Decreases in net total assets. Expenses represent the total cost of operations during a period regardless of the timing of related expenditures. ' FISCAL PERIOD An period at the end of which a government determines its financial position Any p g pos t on and the results of its operations. ' FISCAL YEAR A twelve 12 month period to which the annual operating budget lies and at the end of ( ) P P 9 9 PP which a government determines its financial position and the results of its operations. ' FIXED ASSETS Assets of a long term nature which are intended to continue to be held or used, such as land, buildings, improvements other than buildings, machinery and equipment. ' FUND A fiscal and accounting entity with a self - balancing set of accounts recording cash and other financial resources, together with all related liabilities and residual equities or balances, and changes . therein, which are segregated for the purpose of carrying on specific activities or attaining certain ' objectives in accordance with special regulations, restrictions, or. limitations. FUND BALANCE All accounts necessary to set forth the financial position and results of operations of a ' fund. FUND EQUITY An equity account reflecting the unreserved accumulated earnings of the enterprise funds. t GENERAL FUND The fund used to account for all financial resources except those required to be accounted for in another fund. The most common General Fund is the Corporate Fund. I GENERAL OBLIGATION BONDS Bonds for the payment of which the full faith and credit of the issuing government are pledged. ' GENERAL REVENUE The revenues of a government other than those derived from the retained earnings in an enterprise fund. If a portion of the net income in an enterprise fund is contributed to another non - enterprise fund, such as the Corporate Fund, the amounts transferred constitute general revenue of the government. ' GOAL A statement of broad direction, purpose, or intent, based on the needs of the community. t IMRF An abbreviation for Illinois Municipal Retirement Fund, a pension fund covering Village employees who work over 1,000 hours per year, with the exception of police personnel. ' INTERGOVERNMENTAL REVENUE Revenue received from another government, such as the State of Illinois, or other political subdivisions, for a specified purpose. 1 97 1 INTRAGOVERN MENTAL SERVICE FUND A fund established to finance and account for services and ' commodities furnished by a designated department or agency to other departments and agencies within a single governmental unit. ' INVESTMENTS Cash held in interest bearing accounts, securities and real estate held for the production of revenues in the form of interest, dividends, rentals, or lease payments. The term does not include fixed assets used in governmental operations. ' LEVY (VERB) To impose taxes, special assessments, or service charges for the support of governmental activities. (NOUN) The total amount of taxes, special assessments, or service charges imposed by a government. ' LONG TERM DEBT Debt with a maturity of more than one year after the date of issuance. METRA An abbreviation for the Northeast Illinois Regional Commuter Railroad Corporation which manages and operates the commuter trains and commuter buses in the Village. NET INCOME Proprietary fund excess of operating revenues, nonoperating revenues, and operating ' transfers -in over operating expenses, nonoperating expenses, and operating transfers -out. OBJECT As used in expenditure classification, this term applies to the article purchased or the service ' obtained (as distinguished from the results obtained from expenditures). Examples are personnel services, contractual services, commodities, capital outlay and other expenditure classifications. ' OPERATING BUDGET The portion of the budget that pertains to daily operations that provide basic governmental services. The operating budget contains appropriations for such expenditures as personnel, supplies, utilities, materials, services, etc. t OPERATING EXPENSES Proprietary fund expenses which are directly related to the fund's primary service activities. ' OPERATING INCOME The excess of proprietary ry fund operating revenues over operating expenses. OPERATING REVENUES Proprietary fund revenues which are directly related to the fund's primary service I activities. They consist primarily of user charges for services. PENSION TRUST FUND A Trust Fund used to account for public employee retirement systems. Pension ' Trust Funds are accounted for in essentially the same manner as proprietary funds, but with an important expanded emphasis on required fund balance reserves. PERSONNEL SERVICES Items of expenditures in the operating budget for salaries and wages paid for ' services performed by Village employees. RESERVE An account used to indicate that a portion of fund equity is legally restricted. ' RESOURCES Total dollars available for appropriations including estimated revenues, fund transfers, and beginning fund balances. ' REVENUES Increases in governmental fund type, net current assets, and residual equity transfers. SOURCE OF REVENUE Revenues are classified according to their source or point of origin. I 98 1 ' SPECIAL REVENUE FUND A fund used to account for the proceeds of specific revenue sources (other than special assessments, expendable trusts, or for major capital projects) that are legally restricted to expenditure for specified purposes. . 1 TAX LEVY The total amount to be raised by general property taxes for operating and debt service purposes specified in the Tax Levy Ordinance. TAX LEVY ORDINANCE An ordinance by means of which taxes are levied. ' TAX RATE LIMIT The maximum rate at which a government may levy a tax. Overall tax.rate limits usually restrict levies for all purposes and of all governments, state and local, having jurisdiction in a given area. ' TAXES Compulsory charges levied by a government for the purpose of financing services performed for the common public benefit. This term does not include specific charges made against particular persons or property for current or permanent benefits such as special assessments. ' TIF Tax Increment Financing s a.munici al financial mechanism used to renovate declining areas or 9 p g redevelop blighted areas while improving the tax base of such areas. The program allows a ' municipality to acquire and prepare property for redevelopment and make needed public (and some private) improvements. ' TRUST FUNDS Funds used to account for assets held by a government in a trustee capacity for individuals, private organizations, other governments, and /or other funds. USER CHARGES OR FEES The payment of a fee for direct receipt of a public service by the party tbenefiting from the service. 1 1 1 1 1 1 r 1 99 APPENDIX C SUMMARY OF SIGNIFICANT ACCOUNTING AND BUDGETING POLICIES The accounting policies of the Village of Deerfield, Illinois, conform to generally accepted accounting principles as applicable to governments. The following is a summary of the significant policies. A. Reporting Entity and Its Services The Village of Deerfield, Illinois, was incorporated April 14, 1903. The Village operates under a Council /Manager form of government and provides the following services as authorized by its charter: public safety (police), highways and streets, water supply, sanitation, health and social services, culture, public improvements, community development and general administrative services. B. Basis of Presentation - Fund Accounting The accounts of the Village are organized on the basis of funds, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self - balancing accounts that comprise its assets, liabilities, fund equity, revenues, and expenditures, or expenses, as appropriate. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. General Fund - The General Fund is the general operating fund of the Village. It is used to account for all financial resources except those required to be accounted for in another fund. The following operating functions are reported in the General Fund: Administration Finance Engineering Police Community Development Road and Bridge Special Revenue Funds - Special Revenue Funds are used to account for the proceeds of specific revenue sources (other than special assessments or major capital projects) that are legally restricted to expenditures for specified purposes. The following funds are Special Revenue Funds: Enhanced 911 Motor Fuel Tax Debt Service Fund - Debt Service Funds are used to account for the accumulation of resources for, and the payment of, general long -term debt principal, interest, and related costs. The Debt Service Fund has been treated as a single fund and budgeted in a like manner by the Village. The individual issues are accounted for separately within this fund. Capital Project Funds - Capital Project Funds account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by Proprietary Funds, Special Assessment Funds, and Trust Funds). The following funds are Capital Project Funds: Infrastructure Replacement Fund Vehicle and Equipment Replacement Fund Lake Cook Tax Increment Financing District (TIF 1) (District terminated on 12/31/2004) Village Center Tax Increment Financing District (TIF 2) Project 29 100 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 I'] 1 Enterprise Funds - Enterprise Funds are used to account for operations (a) that are financed and operated in a manner similar to private business enterprises, where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and /or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. The Village has the following Enterprise Funds: Water Fund Sewer Fund Refuse Fund Parking Lot Fund Internal Service Funds - Internal Service Funds are used to account for the financing of goods or services ' provided by one department or agency to other departments or agencies of the Village, or to other governments, on a cost - reimbursement basis. The only such fund is the Garage Fund. ' Trust and Agency Funds - Trust and Agency Funds are used to account for assets held by the Village in a trustee capacity or as an agent for individuals, private organizations, other governments, and /or other funds. These include Pension Trust and Agency Funds. Pension Trust Funds are accounted for in essentially the same manner as proprietary funds since capital maintenance is critical. Agency Funds are custodial in nature ' (assets equal liabilities) and do not involve measurement of results of operations. The Police Pension Fund is the only Trust Fund within the Village. As of May 1, 2005, the Insurance Fund was reclassified from an internal service fund to an agency fund. The fund will be used to account for the payment and revenue of health ' insurance premiums for the Deerfield Park District (a separate government agency) and the Village retired employees covered by the plan. Future benefit related liabilities for the retired employees will be retained in the operating fund for those employees. 1 1 1 1 1 1 1 1 1 1 Component Unit - Deerfield Public Library - The Deerfield Public Library has a separately elected seven - member board that annually determines its budget and resulting tax levy. Upon approval of the Government, the levy is submitted to the County. All debt of the Library is secured by the full faith and credit of the Government, which is wholly liable for the debt. The Library, while servicing the general population of the Government, does not provide services entirely to the Government. Because the Library possesses the characteristics of a legally separate government and does not service the primary government, the Library is reported as a component unit in this budget. C. Basis of Accounting Basis of accounting refers to when revenues and expenditures or expenses are recognized in the accounts and reported in the annual budget. All Governmental Funds (General Fund, Special Revenue Funds, Capital Project Funds) are accounted for using the modified accrual basis of accounting. Their revenues are recognized when they become measurable and available as net current assets. The Village's share of State - assessed income taxes, gross receipts, and sales taxes are considered "measurable" when in the hands of intermediary collecting governments and are recognized as revenue at that time. Anticipated refunds of such taxes are recorded as liabilities and reductions of revenue when they are measurable and their validity seems certain. Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred. Agency Fund assets and liabilities are accounted for on the modified accrual basis. All Proprietary Funds and Pension Trust Funds (Enterprise, Internal Service, Police Pension) are accounted for using the accrual basis of accounting. Their revenues are recognized when they are earned, and their expenses are recognized when they are incurred. Unbilled Waterworks and Sewerage Fund utility service receivables are recorded at year -end. 101 D. Presentation Basis Exceptions The budget differs in its presentation from the annual financial report in that depreciation in all funds is not budgeted. In addition, due to statutory requirements and the lag in collecting property tax revenue inherent in the Illinois property tax system, budgeted property tax revenue represents the request for levy; this revenue will not all be received within the budget year. Similarly, the budgeted expenses and revenue for the debt service levies are those required by the bond ordinances. Due to the lag, actual revenues and expenses will not match the budget numbers. E. Balanced Budget The Village considers the budget at the fund level to be balanced if the budgeted expenditures are matched by budgeted new revenues and available fund balances, as necessary. The accounting level of control is at the fund level, and the departments are additionally responsible for maintaining expenditures within the major categories of the function level. 102 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Village Attorney Village of Deerfield, Illinois Village Residents Village Board Assistant Village Manager Police Finance Department Department Patrol Investigations & Youth Village Manager Boards and Commissions Community Public Works & Development Engineering Dept. Accounting Permits, Engineering Inspections & Plan Inspection & Review Review Budgeting Planning Water Supply Communications Personnel & Code Sewer Payroll Enforcement Maintenance & Sewage Treatment Records Utility Billing & Zoning & Vehicle & Building Customer Service L Appearance Maintenance Review Risk Road & Bridge Management Maintenance Treasury 1 1 1 1 1 1 1 1 1 1 1 1 �] 1 1 L P� Il L