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Village Budget For Year Beginning May 1, 2003PROGRESS THROUGH SERVICE 1903.2003 Zfttnual joubact FISCAL YEAR 2003 - 2004 VILLAGE OF DEERFIELD., ILLINOIS 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD ANNUAL BUDGET MAY 11 2003 TO APRIL 30, 2004 ELECTED OFFICIALS Steven M. Harris, Mayor Robert Benton, Trustee William S. Seiden, Trustee Jerry Kayne, Trustee Vernon E. Swanson, 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 Barbara Houpt, Director of Community Development 1 1 1 1 1 1 1 1 1 1 1 1 1 1 About the cover: The Village celebrates the centennial of its incorporation in 2003. The regular ' activities throughout the year, including the Family Days celebration over the Fourth of July, will have a centennial theme. This will culminate in a centennial party in October, 2003 in conjunction ' with the opening of the Patty Turner Senior Center, a joint effort of the Village and the Deerfield Park District. 1 1 1 I TABLE OF CONTENTS ' SUMMARY INFORMATION Page 53 ' Village Manager's Transmittal Message ............................................................ ..............................1 56 57 GFOAAward ..................................................................................................... ............................... 6 58 Budget Summaries and Fund Balance Projections .......................................... ............................... 7 59 BudgetSummary ............................................................................................. ............................... 8 ' OrganizationChart ............................................................................................ .............................13 Personnel Detail ................................................................................................ .............................14 Administration....................................................................... ............................... 65 Major Revenues — 4 -Year Detail ....................................................................... .............................15 Cleaning & Maintenance ....................................................... ............................... Construction .......................................................................... ............................... ' BudgetNotes and Analysis ............................................................................... .............................16 Budget Calendar ............................................................................................. ............................... 22 68 Major Budget Policies and Objectives ............................................................ ............................... 23 69 Major Revenue Discussion ............................................................................. ............................... 26 ' ADMINISTRATION Main & Hydrant Maintenance ................................................ ............................... ' ADMINISTRATIVE SERVICES (Summary) ................................................... ............................... Mayor and Board of Trustees ............................................................ ............................... 29 30 76 77 FinanceDepartment .......................................................................... ............................... 33 Manager's Office ................................................................................ ............................... 36 ' Community Development ................................................................... ............................... EngineeringDivision .......................................................................... ............................... 39 42 PUBLIC SAFETY POLICE DEPARTMENT Police Department Summary ............................................................. ............................... 45 ' Administration .................................................................................... ............................... Communications................................................................................ ............................... 48 49 Investigations/ Youth ........................................................................... ............................... 50 ' Patrol.................................................................................................. ............................... Enhanced 911 .................................................................................... ............................... 51 33 PUBLIC WORKS ' PUBLIC WORKS Street Division Summary ................................................................... ............................... 53 ' Administration....................................................................... ............................... Maintenance .......................................................................... ............................... 56 57 Snow& Ice Control ............................................................... ............................... 58 Forestry................................................................................. ............................... 59 ' Train Station Maintenance ...................................................... .............................60 Sewer Fund Summary ....................................................................... ............................... 61 Administration....................................................................... ............................... 65 ' Cleaning & Maintenance ....................................................... ............................... Construction .......................................................................... ............................... 66 67 Wastewater Treatment Facility ............................................. ............................... 68 GarageFund ...................................................................................... ............................... 69 ' Water Fund Summary ........................................................................ ............................... Administration....................................................................... ............................... 71 74 Main & Hydrant Maintenance ................................................ ............................... 75 ' Distribution............................................................................ ............................... Meter Maintenance ............................................................... ............................... 76 77 i CAPITAL PROJECTS Page CAPITAL PROJECTS FUNDS Infrastructure Replacement/MFT /Project 29NERF ........................... ............................... 79 5 Year Capital Improvement Program ............................................... ............................... 80 Vehicle & Equipment Replacement Schedule ................................... ............................... 84 Tax Increment Financing Districts ...................................................... ............................... 86 SUPPORT FUNDS MISCELLANEOUS FUNDS Debt Service /Insurance /Police Pension ............................................. ............................... 89 Refuse Collection /Commuter Station Parking Lots ............................ ............................... 93 LIBRARY SYSTEM (A Component Unit) BudgetRequest ................................................................................. ............................... 96 APPENDICES A — Equipment Purchases (non -VERF) ............................................. ............................... 99 B— Glossary ......................................................... ............................... ............................101 C — Summary of Significant Accounting and Budgeting Policies ........ ............................106 D — Line Item Expenditure Detail ......................... ............................... ............................108 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 LETTER OF TRANSMITTAL I am pleased to present the operating and capital budgets for the fiscal year beginning May 1, 2003, a year in which we celebrate the 100`h anniversary of the incorporation Deerfield. Also presented are revenue projections to meet our goals and objectives as described in this document. Like most organizations, the village has been impacted by the downturn in the economy. This budget anticipates that the recovery will be sluggish and that it is unlikely that we will soon return to the prosperity enjoyed in the past decade. The objective, of course, is to maintain the level of village services while facing the economic challenges that lie ahead. The total budget for 2003 -04 is $47,262,749, excluding the Library budget, which is $2,164,455. This represents a 5.8% increase from last year and reflects market increases in costs of goods and services and an overall increase in capital spending. The operating budget is proposed at $23,887,453. With few exceptions, this budget reflects the maintenance of current programs and service levels. There is no recommended increase in personnel. In fact, two vacancies in the public works department will not be filled as a means of reducing costs during these lean times. The village organizes its budget under several funds. Following are brief highlights of each fund. This is the basic operating fund of the Village, which includes revenues and expenditures of all governmental activities, except those funds that must be accounted for independently under Illinois law. Revenues: The 2003 -04 General Fund has projected new revenues of $11,121,086. A modest increase is projected in Sales Tax due primarily to the anticipated opening of The Great Indoors in Deerbrook Mall and continued strength in the local economy. The Hotel Room Tax is expected to remain constant but still well below its highest amount recorded in fiscal year '01. The local share of the state income tax shows an 11 % decrease directly related to the economy. The budget anticipates using $698,378 of reserves. Expenditures: Total operating expenses for the General Corporate Fund are estimated at $11,819,464. Village operations are very labor intensive. The largest single operating cost relates to personnel, representing 69% of the General Fund. Highlights of this year's budget includes: ➢ A 50% match with the park district to maintain and operate the new senior center scheduled to open next fall in Brickyards Park. ➢ Continued development of the Village Geographical Information System (GIS). ➢ Stable health insurance costs due to the first year of participation in a municipal benefits pool. ➢ Dissolution of the IMRF /Social Security Fund and incorporation of that fund's revenues and benefit expenditures into the operating budget. ➢ Selecting and implementing the new financial information system. ➢ Selecting and implementing a new computer added dispatch system for the Police. 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. Finally, restricted funds in reserve accounts are available for emergency work and for capital improvements. Water Budget: Budgeted expenditures are $5,000,641 against new revenues of $3,971,120. The major projects in this budget are: the water main replacement on Central Avenue from Wilmot Road west to Castlewood Lane and then south on Castlewood to Dartmouth Lane; and final work at the Mitchell Park reservoir and pumping station. A 4% water rate increase has been approved as part of this budget to partially offset the added cost of these capital items and to meet normal operating costs. This is only the third increase in rates since 1992 and will amount to less than $4 per quarter for the average residential water customer. Sewer Budget: The Sewer Fund expenditure is $3,187,782 against new revenue projections of $1,901,160. Again, the deficit will be partially offset from reserves of $1,286,622 specifically intended for rehab projects. Included in this budget are operating expenditures of $2,150,040 for the Wastewater Treatment Facility. Other major items include relining sanitary sewers at a total cost of $80,000 and $823,000 for equipment replacement and repairs at the treatment plant. A major portion of this cost is for replacing blowers and aeration equipment at this 25- year -old facility. To maintain the current operations of the sewer division, a 4% rate increase was approved in this fund as well. Sewer rates were last increased in April 1999. The Village is in the third year of its five -year contract with Onyx Waste Systems, Inc. Annual price adjustments for collection service are built into the contract and are based on the Consumer Price Index. No major changes are anticipated in service levels. This budget does include $20,000 pursuant to the SWALCO agreement whereby the village funds the second year of the Green Zone (commercial) recycling program. The MFT Budget projects State allotments of approximately $526,800. To the extent possible, we have proposed the transfer of MFT revenue to the General Fund for basic street maintenance projects. No specific MFT funded projects are slated for this construction season. For employees covered by the Illinois Municipal Retirement Fund, the Village contributes 7.63% 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. This employer's share is funded through a special tax levy. The Police 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ' Pension Fund is also financed through a special tax levy at the rate necessary to produce those revenues 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. As indicated in the General Fund discussion, the separate fund for IMRF /Social Security will be ' terminated as of April 30, 2003, and the expenses for the employer's contribution will be shown in the individual operating budgets. The property tax levy for this purpose will continue to be levied, unchanged for this year, in the General Fund. This transfer is required to properly account for the pension cost in the fund and function in which it is incurred. This follows a similar transfer in prior years for the police pension contribution. 1 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 2003 -04 are: ' ➢ Continuation of the Street Rehabilitation Program ($865,000) ➢ Traffic signal and intersection improvements at Waukegan and Osterman ($870,000) ➢ Phase III streetscape improvements at the south end of the village center ($400,000) ➢ Final payment for the village's share of the new senior center ($1,305,000) ' ➢ Deerfield Road bridge replacement and pedestrian underpass ($1,325,000). It should be noted that some capital projects have been deferred until next year and that a number ' of scheduled improvements show funding unresolved. Without a new revenue source, the village will not be able to properly maintain its infrastructure to the degree it has in the past. Both the water and sewer underground systems are getting older and more likely to fail if replacement ' projects are deferred. In fact, due to the higher level of capital improvements proposed in these funds, both funds are projected to be in a negative cash position at April 30, 2004. This shortfall needs to be addressed; the proposed increased user rates for these funds cannot address the capital demands that exist for these systems. With completion this year of the comprehensive plan update, the village should be in a position to decide the future of the annex building and other public improvements within the northwest ' quadrant of the village center. Nothing specific has been budgeted but, as originally included in the Village Center Redevelopment Plan, funds to implement public improvements in this quadrant will come from TIF II. 1 ' 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 impacting the budget in any one given year. This year's proposed expenditures amount to ' 3 $734,800, the details of which can be found in the Capital Projects Funds section. ASSESSED VALUATION The following is Deerfield's 2000 equalized assessed valuation by class of property. * EAV by classification for 2001 is not yet available. ** These amounts do not include the assessed valuation increases in TIF I & II. Non - alternate revenue General Obligation debt, including principal and interest, in the amount of $3,969,238 is due in fiscal 2003 -04. Deerfield's net bonded General Obligation debt of $14,579,155, payable from property taxes, is 1.82% of its total assessed valuation of $800,595,252. 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. 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 2003 Property Tax Levy is projected at $2,390,250. This will be the third straight year that the tax levy will not change. This will once again result in a lower tax rate, estimated at 0.279. However, with other sources of revenue static or declining, future property tax increases will become necessary. 4 % OF LAKE* COOK * TOTAL TOTAL Residential $619,949,802 $ 227,462 $620,177,264 84.0% Commercial 30,568,361 61,131,024 91,699,385 12.5% Industrial 2,198,036 23,515,244 25,713,280 3.5% Total $652,716,199 $ 84,873,730 $737,589,929 100.0% Over the past ten years, the assessed valuations have increased as follows: yM Amount ** % Increase 1992 547,603,297 4.8 1993 570,794,665 4.2 1994 583, 049, 834 2.1 1995 603, 544, 983 3.5 1996 624,187,752 3.4 1997 648,880,301 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 * EAV by classification for 2001 is not yet available. ** These amounts do not include the assessed valuation increases in TIF I & II. Non - alternate revenue General Obligation debt, including principal and interest, in the amount of $3,969,238 is due in fiscal 2003 -04. Deerfield's net bonded General Obligation debt of $14,579,155, payable from property taxes, is 1.82% of its total assessed valuation of $800,595,252. 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. 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 2003 Property Tax Levy is projected at $2,390,250. This will be the third straight year that the tax levy will not change. This will once again result in a lower tax rate, estimated at 0.279. However, with other sources of revenue static or declining, future property tax increases will become necessary. 4 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2003 Propertv Tax Levv with Five Year Comparison Street/General 330,000 330,000 330,000 307,669 256,250 -16.7% IMRF /General 400,000 400,000 400,000 400,000 400,000 0.0% FICA/General 330,000 330,000 330,000 330,000 330,000 0.0% Police Pension- 320,000 340,000 256,250 278,581 330,000 18.5% Scavenqer 755,000 755,000 755,000 755,000 755,000 0.0% Debt Service (net) 553,825 442,495 319,000 319,000 319,000 0.0% Total Villaue 2,688,825 2,597,495 2,390,250 2,390,250 2,390,250 0.0% Library Combined Levv Tax Rate History EAV Tax Rate (per $100) Villaqe Library Combined 1,590,000 1,544,000 1,583,000 1,687,790 1,708,955 1.3% 4,278,825 4,141,495 3,973,250 4,078,040 4,099,205 0.5% 701,085,856 737,589,929 800,595,252 824,000,000 856,960,000 (est) (est) 0.384 0.378 0.326 0.290 0.279 0.227 0.187 0.180 0.205 0.199 0.610 0.565 0.506 0.495 0.478 4.0% -3.8% -2.6% -3.3% Preparing the annual budget is a very thorough and time - consuming process and one which the 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 downturn in the economy has made us even more conscious of our responsibility to spend public funds wisely. 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 2003/04. 5 �IG�L'� ROBERT D. FRANZ Village Manager GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Pre5en. ta tion Award PRESENTED TO Village of Deerfield Illinois For the Fiscal Year Beginning May 1, 2002 President Executive Director 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, 2002. 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. R: 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ' VILLAGE OF DEERFIELD 2003-2004 BUDGET SUMMARIES BY FUND AVAILABLE PROJECTED 'BEGINNING NEW BUDGET ENDING FUND FUND BALANCE REVENUES EXPENDITURES FUND BALANCE ' 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 estimated 1 1 1 1 1 $9,631,588 $11,121,086 $11,819,464 $8,933,210 'General Sewer 1,256,772 1,901,160 3,187,782 (29,850) Water 1,388,428 3,971,120 5,000,641 358,907 (Solid Waste) 226,188 1,401,000 1,585,400 41,788 'Refuse Garage 75,082 246,500 315,692 5,890 MFT 682,183 556,800 553,000 685,983 Pension 19,263,249 1,414,000 1,146,750 19,530,499 'Police Debt Service 2,629,452 3,696,138 3,974,238 2,351,352 Infrastructure Replacement 5,114,259 168,500 1,583,700 3,699,059 'TIF 1 4,018,842 11,060,000 9,340,000 5,738,842 TIF II 5,476,560 3,425,000 5,483,250 3,418,310 Parking Lots 449,945 182,000 231,356 400,589 tInsurance 1,904,816 1,690,674 1,747,118 1,848,372 Project 29 139,106 600 500 139,206 Vehicle & Equipment 2,725,427 615,000 734,800 2,605,627 'Replacement Enhanced 911 328,766 270,200 559,058 39,908 ' COMBINED VILLAGE FUNDS $55,310,663 $41,719,778 $47,262,749 49,767,692 Deerfield Library 1,804,627 2,436,955 2,164,455 2,077,127 ' COMBINED ALL FUNDS $57,115,290 $44,156,733 $49,427,204 $51,844,819 ' 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 estimated 1 1 1 1 1 BUDGET SUMMARY AND HISTORICAL PERSPECTIVE Revenue Police Debt Infrastr. Nam General Sewer Water Refuse Garaae MFT Pension Service Reol. TIF 1 Taxes: Property Tax 1,316,250 755,000 319,000 TIF Increment Taxes 10,900,000 Property Tax pr yrs Replacement Tax 4,400 10,000 80,000 Motor Fuel 526,800 Sales Tax 3,290,000 Local Use Tax 163,000 State Income Tax 1,212,036 Hotel -Motel Tax 1,950,000 License & Permits Liquor /Food 79,500 Other Business Lic 31,000 Vehicle 335,000 Building Permits 275,000 5,000 14,000 Non - Business Lic 53,000 Charges: Police Services 75,000 False Alarms 50,000 Dispatching Serve 135,000 User Fees 1,772,160 3,851,120 625,000 Penalties 19,000 25,000 4,000 Rental Income 7,400 Fran Fees - Cable 230,000 Telecom. Charges 490,000 50150 Program Interfund Charges 245,000 Engineering Fees 2,000 Misc Rev Interest Earnings 520,000 45,000 70,000 5,000 30,000 800,000 125,000 165,000 160,000 State Grants 34,000 Miscellaneous 77,500 60,000 11,000 12,000 1,500 129,000 3,500 Employee Cont 284,000 Ordin Violations 195,000 Transfers: Transfer Charges 21,000 Transf Pking to St 125,000 MFT to Street 250,000 Trans to Debt Service 3,043,138 Trans to INF Trans to V & E Misc Trans 200,000 320,000 (To) /From Reserve 698,378 1,286,622 1,029,521 184,400 69,192 (3,800) (267,250) 278,100 1,415,200 1 (1,720,000) TOTAL 11,819,464 3,187,782 5,000,641 1,585,4001 315,692 553,000 1,146,750 3,974,238 1,683,7001 9,340,000 EXPENDITURE CATEGORIES: Personnel 8,126,646 1,345,927 870,446 94,850 226,417 Other Services 643,260 1,178,400 173,000 46,100 10,300 10,000 Contractual 1,390,440 359,800 1,276,400 1,410,300 6,900 16,750 5,000 Commodities 530,890 245,900 2,096,400 6,9001 69,700 Capital Outlay 568,228 57,755 584,395 10,250 2,375 273,000 1,583,700 1,480,000 Debt Service 3,969,238 Pension Cost 1,130,000 Transfers 560,000 17,000 280,000 500,000 TIF Rebate i 7,350,000 TOTAL 11,819,464 3,187,782 5,000,6411 1,585,4001 315,6921 553,0001 1,146,7501 3,974,2381 1,583,7001 9,340,000 1 BUDGET SUMMARY AND HISTORICAL PERSPECTIVE 2003 -04 2002 -03 2002 -03 Parking Equip. Project TOTAL Est TOTAL 2001 -02 TIF 2 Lots Reolace. 29 Insurance E -911 BUDGET Actual BUDGET Actual 1 Taxes: 2,390,250 2,385,000 2,584,000 2,583,693 Property Tax 2,800,000 13,700,000 13,400,000 13,070,000 12,650,842 TIF Increment Taxes 0 0 0 0 Property Tax pr yrs 94,400 100,000 102,000 101,920 Replacement Tax 526,800 526,800 505,000 512,901 Motor Fuel 3,290,000 3,193,000 3,193,000 3,094,483 Sales Tax 163,000 158,412 232,100 173,308 Local Use Tax 1,212,036 1,188,090 1,365,000 1,307,720 State Income Tax 1,950,000 1,800,000 1,950,000 1,694,621 Hotel -Motel Tax License & Permits 79,500 74,000 79,500 76,150 Liquor /Food 31,000 37,500 33,000 29,582 Other Business Lic 335,000 335,000 330,000 330,789 Vehicle 294,000 385,000 319,000 410,087 Building Permits 53,000 56,000 53,000 49,585 Non - Business Lic Charges: 75,000 82,000 74,500 84,789 Police Services 50,000 50,000 50,000 53,075 False Alarms 15,000 150,000 135,000 150,000 162,2i2l Dispatching Serve 154,000 6,402,280 6,319,500 6,142,500 6,009,006 User Fees 48,000 50,500 48,200 48,544 Penalties 7,400 0 7,400 0 Rental Income 230,000 225,000 220,000 218,198 Fran Fees - Cable 250,000 740,000 695,000 708,400 550,963 Telecom. Charges 0 0 0 7,411 50150 Program 475,000 720,000 684,572 656,472 672,760 Interfund Charges 2,000 500 4,000 360 Engineering Fees Misc Rev 125,000 27,000 140,000 600 15,000 5,200 2,232,800 1,856,900 2,381,400 1,836,843 Interest Earnings 34,000 32,000 2,000 6,221 State Grants 1,000 295,500 570,670 601,500 4,241,938 Miscellaneous 284,000 300,000 229,000 252,875 Employee Cont 195,000 195,000 242,500 223,465 Ordin Violations Transfers: 1,675,674 1,696,674 1,605,000 1,658,280 1,750,000 Transfer Charges 125,000 0 125,000 125,000 Transf Pking to St 250,000 0 275,000 243,235 MFT to Street 3,043,138 2,780,375 2,820,375 2,908,750 Trans to Debt Service 0 0 0 5,300,000 Trans to INF 0 0 0 0 Trans to V& E 500,000 1,020,000 1,442,400 1,040,000 334,120 Misc. Transfers 2,058,250 49,356 119,800 (100) 56,444 288,858 5,542,971 220,449 3,424,392 5,014,335 (To)/From Reserve 5,483,2501 231,356 734,800 500 1,747,118 559,0581 47,262,749 40,883,668 44,676,519 53,049,781 TOTAL EXPENDITURE CATEGORIES: 32,456 10,696,742 10,622,162 7,839,990 7,754,676 Personnel 24,500 10,000 500 18,500 2,114,560 1,209,489 1,916,610 1,214,786 Other Services 37,100 1,747,118 118,000 6,367,808 6,468,024 9,754,340 7,204,025 Contractual 9,300 1 2,959;090 2,659,001 3,274,690 2,734,121 Commodities 3,477,000 3,000 724,800 422,558 9,187,061 2,968,437 5,084,412 7,736,361 Capital Outlay 3,969,238 4,317,052 3,831,402 7,257,198 Debt Service 1,130,000 1,425,802 1,979,700 1,347,083 Pension Cost 2,006,250 125,000 3,488,250 3,818,175 3,895,375 10,743,012 Transfers 7,350,000 7,395,526 7,100,000 7,058,519 TIF Rebate 5,483,2501 231,356 734,8001 5001 1,747,li8l 559,0581 47,262,7491 40,883,6681 44,676,519 53,049,781 TOTAL 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 10 1 N C d d m O M ' N N L_ x (O CD LL 0 0 5 cu C,3 x ca x F- L m U (Ao 0 Q o 0 .� a c a> a`) V M U L cu C,3 w x ai ��, L m U (Ao L ° U� U a) E� O N a`) U L U a) a) co 11 \o 0 co V♦ L ■ CL x W Ma O M O O N C a) E c O m a) c a) A N 7 O w c of U OF- z s s s u .s 30 M04 a) C 3 m 12 0 c O N c CD (L . o U I� C a) O a LL CD °' 0 � � o n LL CD 0 12 0 c O N c CD (L . o U I� C a) O a 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Village of Deerfield, Illinois Organization Chart Village Residents Village Board Boards and Village Commissions Manager Assistant to the Village Manager Police Department Patrol Investigations & Youth Communications Records Finance Department Accounting Budgeting Personnel & Payroll Utility Billing & Customer Service Risk Management 13 Village Attorney Community Development Dept. Permits, Inspections Plan Review Planning Public Works & Engineering Engineering Inspection & Review Water Supply Code Enforcement Sewer Maintenance & Sewage Treatment Zoning & Vehicle Appearance Maintenance Review Road & Brid ge Maintenance Village of Deerfield Budgeted Full Time Employees DEPARTMENT /FYE 4 -30 1997 1998 1999 2000 2001 2002 2003 2004 VILLAGE MANAGER 3 3 3 3 3 3 3 3 FINANCE 7 7 7 7 7 7 8 8 ENGINEERING 1 1 1 1 1 1 1 1 COMMUNITY DEVELOPMENT 5 5 5 5 5 5 5 5 PUBLIC WORKS: ADMINISTRATION 3 3 3 3 3 3 3 3 STREETS 7 7 7 7 7 7 7 7 UTILITIES MAINTENANCE 11 11 11 12 12 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 31 31 31 32 32 33 33 33 POLICE: 0.5 0.0 0.4 0.6 0.6 0.8 0.3 0.3 ADMINISTRATION 8 8 8 8 8 8 8 8 COMMUNICATIONS 6 7 7 7 7 8 8 8 INVESTIGATIONSIYOUTH 7 7 7 7 7 7 7 7 PATROL 30 32 32 32 32 32 32 32 TOTAL POLICE 51 54 54 54 54 55 55 55 TOTAL 1 981 1011 1011 1021 1021 1041 1051 105 Budgeted Part-Time Employees (Full Time Equivalent) DEPARTMENT /FYE 4 -30 1997 1998 1999 2000 2001 2002 2003 2004 VILLAGE MANAGER 1.0 1.1 0.6 0.6 0.8 0.2 0.6 0.6 FINANCE 1.8 1.0 0.7 0.8 0.8 0.8 0.9 0.5 ENGINEERING 0.3 0.0 0.0 0.1 0.1 0.0 0.0 0.0 COMMUNITY DEVELOPMENT 1.6 1.0 0.9 1.6 1.7 1.7 1.7 1.7 PUBLIC WORKS: STREETS 1.8 1.1 1.0 1.8 1.0 1.0 0.8 0.8 UTILITIES MAINTENANCE 1.2 1.1 1.2 1.3 1.0 1.2 1.5 1.5 SEWAGE TREATMENT PLANT 0.4 0.6 0.5 0.5 0.5 0.2 0.3 0.3 TOTAL PUBLIC WORKS 3.4 2.8 2.7 3.6 2.5 2.4 2.6 2.6 POLICE: ADMINISTRATION 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 COMMUNICATIONS 0.5 0.0 0.4 0.6 0.6 0.8 0.3 0.3 PATROL 1.8 1.8 1.7 1.7 1.7 1.7 1.8 1.8 TOTAL POLICE .2.3 1.8 2.1 2.3 2.3 2.5 2.1 2.1 PARKING LOTS 0.4 0.0 0.0 0.0 0.0 0.0 0.0 0.0 TOTAL 10.8 7.7 7.0 9.0 8.2 7.6 7.9 7.5 14 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 REVENUES - FOUR YEAR COMPARISON YR.END YR.END BUDGET EST.YR.END BUDGET % CHG BUDG FUND /REVENUE SOURCE 04/30/01 04/30/02 FY 02/03 04/30/03 FY 03/04 FY03 - >04 GENERAL FUND - Corporate Property 0 0 336,000 314,000 256,250 - 23.74% -Police Pension Levy 312,009 334,120 290,000 279,000 330,000 13.79% - IMRF /FICA/Medicare Levy 0 0 0 0 730,000 N/A -TIF Surplus 0 0 0 0 200,000 N/A -Sales 2,974,901 3,094,483 3,193,000 3,193,000 3,290,000 3.04% -Hotel /Motel 2,170,934 1,694,621 1,950,000 1,800,000 1,950,000 0.00% -State Income 1,424,890 1,307,720 1,365,000 1,188,090 1,212,036 - 11.21% -State Use Tax 231,066 173,308 193,400 158,412 163,000 - 15.72% - Photoprocessing Tax 39,039 34,869 38,700 14,370 0 - 100.00% -Pers. Prop. Replace. 0 8,402 0 4,400 4,400 N/A - Telecommunications Tax 464,566 323,459 470,000 440,000 490,000 4.26% Fines --- --- ---- ____M_ -_- -Court/Local Ordinance 260,435 223,465 242,500 195,000 195,000 - 19.59% License Fees -- - Business 28,463 29,582 33,000 31,000 31,000 - 6.06% - Liquor 68,375 76,150 73,000 74,000 73,000 0.00% - Vehicle 0 0 330,000 335,000 335,000 1.52% -Other 6,629 6,005 6,500 6,500 6,500 0.00% Permit Fees--- ._____���____________ - Building 613,181 391,440 300,000 375,000 275,000 -8.33% -Other 57,473 43,580 53,000 56,000 53,000 0.00% Inspection Fees------ - - Engineering 12,052 360 4,000 500 2,000 - 50.00% Other-- _----- ___- .___w_ - Dispatching Services 139,620 139,436 135,000 135,000 135,000 0.00% - Interest Earned (net) 1,227,946 489,202 370,000 425,000 520,000 40.54% - Special Police Services 76,828 84,789 74,500 82,000 75,000 0.67% - Activity Donations 0 0 0 0 25,000 N/A - Grants 11,940 6,221 34,000 32,000 34,000 0.00% - Transfers In 160,240 60,000 462,400 462,400 396,000 - 14.36% -Cable Franchise Fees 191,764 218,198 220,000 225,000 230,000 4.55% - Auction Proceeds 2,959 1,824 0 1,500 1,500 N/A - Rental Income 2,725 1,730 7,400 7,400 7,400 0.00% -False Alarm Fees 63,275 53,075 50,000 50,000 50,000 0.00% - Miscellaneous 54,320 56,465 50,500 105,000 51,000 0.99% TOTAL NEW REVENUE 10,595,630 8,852,504 10,281,900 9,989,572 11,121,086 8.16% Adjustment (To) From Fund Balance (1,809,713) 4,524,948 899,252 (86,385) 698,378 - 22.34% TOTAL EXPENDITURES 8,785,917 13,377,452 11,181,152 9,903,187 11,819,464 5.71 %'ro NWWUWWWJUiIU " 19 P' i I NI , .,,i, L . WATER FUND -Water Sales 3,399,161 3,590,682 3,703,000 3,825,000 3,851,120 4.00% - Interest Earned 614,125 108,409 60,000 69,000 70,000 16.67% - Miscellaneous 60,661 91,903 44,000 50,000 50,000 13.64% TOTAL NEW REVENUE 4,073,947 3,790,994 3,807,000 3,944,000 3,971,120 4.31% Adjustment (To) From Retained Earnings (1,099,535) (578,157) 1,166,800 914,584 1,029,521 - 11.77% TOTAL OPERATING EXPENSES 2,974,412 3,212,837 4,973,800 4,858,584 5,000,641 0.54% PY: fl : " rN ui1I" ' i' IIH i i9 ili li u41 h i I "Ilrl l� t79 h "�fl "m nrgl III ° I � yS 0 M, ndu 1 SEWER FUND -Sewer Use Fees 1,668,934 1,594,168 1,704,000 1,723,000 1,772,160 4.00% - Interest Earned 98,761 48,179 50,000 44,000 45,000 - 10.00% - Miscellaneous 106,825 101,047 84,000 84,000 84,000 0.00% TOTAL NEW REVENUE 1,874,520 1,743,394 1,838,000 1,851,000 1,901,160 3.44% Adjustment (To) From Retained Earnings (296,033) 275,745 655,850 245,540 1,286,622 96.18% TOTAL OPERATING EXPENSES 1,578,487 2,019,139 2,493,850 2,096,540 3,187,782 27.83% Il�rall�utn0't9t illd( �f l! 'J4f�N4Sd4��Gl;mmhrnr:,:�;,�mr :, milw`�Ji; "'''�'''tiF�dm: ur -"�r�: • =�._ :.:rn:.0 uvi� °eu n... ; illll�' }'a , , t ;•atr: ,�.�, ,. V�Ju' 1' ' ' �uJ; ���f��L`' Ihiits'' �," WW�d�I�W��I�iililiCil 'd�'IINAIf�uil7)I 15 REVENUES - FOUR YEAR COMPARISON YR.END YR.END BUDGET EST.YR.END BUDGET % CHG BUDG FUND /REVENUE SOURCE 04/30/01 04/30/02 FY 02/03 04/30/03 FY 03/04 FY03 - >04 DEBT SERVICE FUND (245,606) (220,448) 37,027 251,393 278,100 651.07% -Bond Proceeds 0 3,546,013 0 0 0 N/A - Property Taxes 637,826 513,586 399,000 399,000 399,000 0.00% - Transfer From General Fund 500,000 775,000 750,000 710,000 560,000 - 25.33% - Transfer From Water 0 0 0 0 476,888 N/A - Transfer From TIF 2 2,196,750 2,133,750 2,070,375 2,070,375 2,006,250 - 3.10% -TIF Surplus Distribution 190,418 181,103 430,000 345,000 129,000 - 70.00% - Interest Earned 255,361 142,887 150,000 94,000 125,000 - 16.67% TOTAL NEW REVENUE 3,780,355 7,292,339 3,799,375 3,618,375 3,696,138 - 2.72% Adjustment (To) From Fund Balance (245,606) (220,448) 37,027 251,393 278,100 651.07% TOTAL EXPENDITURES 3,534,749 7,071,891 3,836,402 3,869,768 3,974,238 3.59% TAX INCREMENT FINANCING DISTRICT - Lake Cook Rd ' TOTAL NEW REVENUE 5,337,248 4,368,900 3,495,000 -Bond Proceeds 0 0 0 0 0 N/A - Investment Income 548,276 155,757 160,000 160,000 160,000 0.00% - Increment Prop. Tax 9,647,909 10,419,025 10,500,000 10,700,000 10,900,000 3.81% -Other 41,286 0 0 0 0 N/A TOTAL NEW REVENUE 10,237,471 10,574,782 10,660,000 10,860,000 11,060,000 3.75% Adjustment (To) - Transfers In 584,798 5,475,906 0 0 0 From Fund Balance 43,584 (1,611,756) (1,341,000) (1,914,333) (1,720,000) 28.26% TOTAL EXPENDITURES 10,281,055 8,963,026 9,319,000 8,945,667 9,340,000 0.23% TAX INCREMENT FINANCING DISTRICT - Village Center 165,000 10.00% TOTAL NEW REVENUE 4,359,607 -Bond Proceeds 0 0 0 0 0 N/A - Investment Income 689,367 373,714 175,000 195,000 125,000 - 28.57% - Increment Sales Tax 24,052 0 0 0 0 N/A 1 1 1 1 1 1 1 1 - Increment Prop. Tax 2,123,829 2,231,817 2,570,000 2,700,000 2,800,000 8.95% - Other/Transfers In 2,500,000 1,763,369 7%000 750,000 500,000 - 33.33% ' TOTAL NEW REVENUE 5,337,248 4,368,900 3,495,000 3,645,000 3,425,000 - 2.00% Adjustment (To) From Fund Balance 8,528,307 3,843,740 1,051,375 160,404 2,058,250 95.77% TOTAL EXPENDITURES 13,865,555 8,212,640 4,546,375 3,805,404 5,483,250 20.61% ' INFRASTRUCTURE REPLACEMENT - Transfers In 584,798 5,475,906 0 0 0 N/A -Other 3,719,725 4,343 3,500 3,500 3,500 ' - Interest Earned 55,084 141,657 150,000 145,000 165,000 10.00% TOTAL NEW REVENUE 4,359,607 5,621,906 153,500 148,500 168,500 9.77% Adjustment (To) ' From Fund Balance (3,701,388) (4,887,841) 1,191,500 876,167 1,415,200 18.77% TOTAL EXPENDITURES 658,219 734,065 1,345,000 1,024,667 1,583,700 17.75% VEHICLE & EQUIPMENT REPLACEMENT FUND - Interfund Transfer 527,000 427,000 449,572 449,572 475,000 5.66% ' - Interest/Misc. 187,157 138,948 140,000 130,000 140,000 0.00% TOTAL NEW REVENUE Adjustment (To) 714,157 565,948 589,572 579,572 615,000 4.31% ' From Fund-Balance (365,738) (400,737) 291,428 26,557 119,800 - 58.89% TOTAL EXPENDITURES 348,419 165,211 881,000 606,129 734,800 - 16.59% IN 111 ELIAMENNEENESM EMERGENCY TELEPHONE SYSTEM (911) ' - Surcharge Revenue 128,520 240,280 238,400 255,000 265,000 11.16% - Interest 13,077 6,991 22,000 5,000 5,200 - 76.36% TOTAL NEW REVENUE 141,597 247,271 260,400 260,000 270,200 3.76% ' Adjustment (To) From Fund Balance 30,710 (136,697) (26,610) (114,583) 288,858 - 1185.52% TOTAL EXPENDITURES 172,307 110,574 233,790 145,417 559,058 139.13% 16 1 1 1 REVENUES - FOUR YEAR COMPARISON YR.END YR.END BUDGET EST.YR.END BUDGET % CHG BUDG FUND /REVENUE SOURCE 04/30/01 04/30/02 FY 02/03 04/30/03 FY 03/04 FY03 - >04 1 1 1 1 1 1 1 1 1 IMRF /SOCIAL SECURITY - Property Taxes STREET FUND 746,416 730,000 730,000 0 - 100.00% - Interest Inc. /Misc. 127,917 Property Taxes 340,989 332,744 0 0 0 N/A '- - Interest Income 34,746 8,108 0 0 0 N/A - Vehicle Licenses 335,561 330,789 0 0 0 N/A (218,310) - Transfers In 1,035,000 368,235 0 0 0 N/A 'Other - 100.00% 254,268 75,779 0 0 0 N/A TOTAL NEW REVENUE 2,000,564 1,115,655 0 0 0 N/A - Employer Property Taxes Adjustment (To) 342,522 300,000 238,000 330,000 10.00% - Employee Contrib. 248,548 Fund Balance 88,553 120,181 0 0 0 N/A 'From TOTAL EXPENDITURES 2,089,117 1,235,836 0 0 0 N/A 1,479,000 MOTOR FUEL TAX FUND 1,414,000 - 4.39% Adjustment (To) Intergovernmental From Fund Balance (987,571) 82,592 (699,000) (150,437) ' Transfer 524,575 512,901 505,000 526,800 526,800 4.32 % 47.02% :� - Interest Inc. /Misc. 55,511 31,769 30,000 22,000 30,000 0.00% - Charges for Services TOTAL NEW REVENUE 580,086 544,670 535,000 548,800 556,800 4.07% ' Adjustment (To) 25,000 1,000 15,000 - 40.00% - Miscellaneous 0 0 From Fund Balance (119,323) 154,340 (6,000) (26,305) (3,800) - 36.67% 1,620,880 TOTAL EXPENDITURES 460,763 699,010 529,000 522,495 553,000 4.54% FUND From Fund Balance 145,946 (87,993) (121,830) 178,736 'GARAGE - Charges for Service 253,981 245,760 206,900 235,000 245,000 18.41% 16.55% - Interest Eamed /Misc. 5,314 1,592 2,500 1,800 1,500 40.00% TOTAL NEW REVENUE Adjustment (To) 259,295 247,352 209,400 236,800 246,500 17.72% From Fund Balance (2,903) (9,238) 48,890 35,591 69,192 41.53% TOTAL EXPENDITURES 256,392 238,114 258,290 272,391 315,692 22.22% 1 1 1 1 1 1 1 1 1 IMRF /SOCIAL SECURITY - Property Taxes 904,534 746,416 730,000 730,000 0 - 100.00% - Interest Inc. /Misc. 127,917 77,929 65,000 85,000 0 - 100.00% TOTAL NEW REVENUE 1,032,451 824,345 795,000 815,000 0 - 100.00% Adjustment (To) From Fund Balance (232,198) (194,205) (35,000) (218,310) 0 - 100.00% TOTAL EXPENDITURES 800,253 630,140 760,000 596,690 0 - 100.00% n POLICE PENSION FUND - Employer Property Taxes 320,930 342,522 300,000 238,000 330,000 10.00% - Employee Contrib. 248,548 252,875 229,000 300,000 284,000 24.02% - invest. Income 1,061,927 45,046 950,000 450,000 800,000 - 15.79% TOTAL NEW REVENUE 1,631,405 640,443 1,479,000 988,000 1,414,000 - 4.39% Adjustment (To) From Fund Balance (987,571) 82,592 (699,000) (150,437) (267,250) - 61.77% TOTAL EXPENDITURES 643,834 723,035 780,000 837,563 1,146,750 47.02% :� I =100123mam INSURANCE FUND UtlBllO - Charges for Services 1,276,529 1,358,914 1,595,880 1,605,000 1,675,674 5.00% - invest. Income 38,725 161,888 25,000 1,000 15,000 - 40.00% - Miscellaneous 0 0 0 0 0 N/A TOTAL NEW REVENUE 1,315,254 1,520,802 1,620,880 1,606,000 1,690,674 4.31% Adjustment (To) From Fund Balance 145,946 (87,993) (121,830) 178,736 56,444 - 146.33% TOTAL EXPENDITURES 1,461,200 1,432,809 1,499,050 1,784,736 1,747,118 16.55% m,n fi P k ................ 17 REVENUES - FOUR YEAR COMPARISON YR.END YR.END BUDGET EST.YR.END BUDGET % CHG BUDG FUND /REVENUE SOURCE 04130/01 04130/02 FY 02103 04130/03 FY 03/04 FY03 - >04 SOLID WASTE SYSTEM -User Fees 347,213 619,637 580,000 624,000 625,000 7.760//c - Property Taxes 744,544 741,943 755,000 755,000 755,000 0.000/0 - Miscellaneous 45,270 22,850 16,200 15,000 .16,000 -1.23% - Interest 28,274 21,532 14,000 4,500 5,000 - 64.29% TOTAL NEW REVENUE 1,165,301 1,405,962 1,365,200 1,398,500 1,401,000 2.62% Adjustment (To) From Fund Balance 49,666 (11,498) 145,480 6,180 184,400 26.75% TOTAL OPERATING EXPENSES 1,214,967 1,394,464 1,510,680 1,404,680 1,585,400 4.95% COMM. STATION PARKING -User Fees 155,856 153,759 155,500 147,500 154,000 -0.96% -Misc. Revenue 0 0 10 1,000 1,000 N/A - Interest 44,092 39,026 35,000 25,000 27,000 - 22.86% TOTAL NEW REVENUE 199,948 192,785 190,500 173,500 182,000 -4.46% Adjustment (To) From Fund Balances 47,426 8,875 26,230 36,110 49,356 88.17% TOTAL EXPENDITURES 247,374 201,660 216,730 209,610 231,356 6.75% PROJECT 29 - Miscellaneous 0 0 0 0 0 N/A - Interest 9,513 4,005 400 400 600 50.00% TOTAL NEW REVENUE 9,513 4,005 400 400 600 50.00% Adjustment (To) From Fund Balance (9,513) (4,005) 100 (400) (100) - 200.00% TOTAL EXPENDITURES 0 0 500 0 500 0.00% nA /AAln.1 'OTAL NEW REVENUES 49,308,349 49,554,057 41,080,127 40,663,019 41,719,778 1.56% adjustment (To) From Fund Balance 64,671 867,846 3,284,492 220,509 5,542,971 68.76% 'OTAL EXPENDITURES 49,373,020 50,421,903 44,364,619 40,883,528 47,262,749 6.53% 18 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 NOTES AND ANALYSIS 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 $475,000. This increase in existing property value has resulted in a dramatic increase in the equalized assessed valuation (EAV) over the past two years. Following a 5.2% increase in tax levy year 2000, the EAV has increased 8.5% in 2001 and is projected to increase by 8.3% in 2002 to $867,000,000. This does not include over $200,000,000 in EAV in increment value in the Village's two tax increment financing districts, which begin to terminate in 2005. ' The Commercial Tax Base 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, a four -lane road which is near the southern boundary of the Village. Other commercial areas include Deerfiield'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 ten largest taxpayers in the Village. 1 19 Percentage ' Of Total Equalized Village Assessed Assessed ' Taxpayer Business Properties Valuation Valuation Carr America Realty Group Parkway North $37,659,012 3.8% Mid America Asset Mgmt Deerbrook Shopping Center 28,174,889 2.8% ' Cornerstone Deerfield LLC Corporate 500 Center 24,621,000 2.5% Mass Mutual Life Insurance Co. Lake Cook Office Center 19,825,006 2.0% ' Walgreen Co. Baxter International Corporate Headquarters (3) Office Buildings (4) 17,891,844 17,115,022 1.8% 1.7% Estate of James Campbell Arbor Lake Center 16,861,538 1.7% Felcor Suites Ltd. Partnership Embassy Suites Hotel 15,591,143 1.6% ' Marvin Poer & Co. Office Buildings 12,616,434 1.3% Deloitte & Touche Hyatt Campus Office Park 7,298,200 0.7% $197,654,088 19.8% ' The table below lists the ten largest employers in the Village as determined by a January 2003 canvass of employers. 1 19 The following municipal services and facilities are available in the Village of Deerfield: ' Employer Business /Service Number of Employees(1) Miles of Streets 70 ' Walgreen Company Corporate Headquarters 2,500(2) ' Baxter International Health Care Products 1,000(3) Hewitt Associates Management Consulting 800 Illinois Student Assistance Comm. Student Loans (State Agency) 515 ' Fujisawa USA, Inc. Pharmaceuticals 450 ' Deerfield School District 109 Elementary School District 400 Wm. M. Mercer, Inc. Management Consulting 250 ' Jim Beam Brands Corporate Headquarters 250 Twp High School District 113 High School District 246(4) ' Shand Morahan Insurance 240 ' Notes: 1. From a telephone canvass of employers in January, 2003. Excludes the Village's larger retail establishments, ' which include Whole Foods, Jewel -Osco, Best Buy, Sportmart, Barnes & Noble, Borders Books and Music, t 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) 112.5 Miles of Streets 70 Miles of Alleys 4 ' Miles of Sewers 140 Police Protection: Number of Stations 1 Numbers of Police Officers (authorized) 40 ' Library Services: Number of Branch Libraries 1 Number of Books 169,595 ' Circulation 342,922 Recreation Facilities: Number of Parks and Playgrounds 20 ' Park Area in Acres 288 Municipal Water Utility: Service Locations 6,050 Average Daily Pumpage 2,971,916 gals. ' Miles of Water Mains 82 Municipal and Other Governmental Services , The Village of Deerfield is governed by a President/Mayor and Board of six Trustees, all of whom 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 113 full time employees (FTE), of which 40 are sworn police officers. The only collective bargaining unit among Village employees represents the patrol officers. 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 (also houses the township offices). 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 20 ' 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 began in 2002 and is expected to be completed in September, 2003. ' 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 82 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 by separate sanitary (70 miles) and storm (70 miles) sewers with sanitary treatment provided 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 t a hydraulic design capacity sufficient to serve a population of 30,000. The Village anticipates this capacity will be sufficient for the foreseeable future. 1 1 J 1 1 1 1 1 1 1 21 BUDGET CALENDAR BUDGET PREPARATION AND LEGISLATIVE ENACTMENT FOR FISCAL YEAR 2003 -04 DATES * OPERATING TIMETABLE RESPONSIBILITY CENTER January 13 -29 - Preparation of department budgets Department heads, staff January 29 - All departmental budgets returned to Village Manager for review February 3- - Manager reviews budget with Village Manager, February 11 department heads Finance Director, Department heads February 13 - Completed budgets to Finance Finance Department Department for computation and typing; further review when necessary March 7 - Budget to Mayor and Board of Trustees Finance Department for review March 4 -24 - Review by Mayor and Board of Trustees Mayor and Board of Trustees March 3 - Adopt ordinance calling for tentative Board of Trustees budget and publication March 6 - Legal publication of notice of public Staff inspection of budget March 6 - Proposed budget placed on file for Staff review by public March 10 - Commence budget review meetings Mayor and Board of Trustees, Finance Director, Department heads April 7 - Notice of budget hearing Staff April 21 - Public hearing and Board meeting Resolution by Mayor and passage of the budget 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 Staff, Mayor and and Objectives Board of Trustees December 1 - Board Commentary on 2003 -04 Budget Mayor and Board of Trustees *all 2003 22 tMAJOR 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 - 3.50% * No change in Village property tax — projected reduction in tax rate ' * 4% increase in water and sewer rates * Fund balance drawdown to offset decreased state revenues and investment income * Capital Projects - ' Water System Improvements: Replacement of water main in Central Avenue from Wilmot to Castlewood to Dartmouth. $550,000. Capital Project item #40(a). ' Street Rehabilitation Protect of $865,000. Capital Project item #2(b). An increase of $60,000 over last year to keep pace with cost increases. ' Downtown Redevelopment, Village Center: The Village has completed its obligations and responsibilities for the redevelopment except for the repayment of long term debt and the following projects: ' - Streetscape work, Capital Project item #39. Final year total $750,000. - Improvement of the Osterman Avenue and Waukegan Road intersection, item #44 totaling $870,000. - Deerfield Road Pedestrian Bridge replacement, item #48. $1,275,000 primarily Federal funds. ' Patty Turner Senior Center: Construction of a new $5.4 million center in conjunction with the Deerfield Park District at Brickyards Park. Remaining Village contribution $1,305,000. ' ANALYSIS OF MAJOR BUDGET POLICIES AND OBJECTIVES: ' The Village has funded and completed the major improvements to its water system and downtown redevelopment. This budget contains projects that will be funded through the use of available reserves and continuing revenues. The Board has continued discussion of funding methods for future years' capital projects, with the expectation that a continuing revenue source will be developed to provide funding for ' future capital projects programs. BUDGET PROCESS ' The budget is a master financial plan which represents services which 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. The Village is a home rule city. As a home rule city, the Village has: (1) a wider range of revenue items 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 (see page 5), and the only home rule revenue source utilized by the Village is a 6% hotel tax which provides projected revenue of over $1,950,000. 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. 1 The budget process is analyzed in two separate parts - the operating budget and the capital program. The process has many connecting points, and care is taken to not neglect one for the other. Both the capital and operating budgets should be viewed over a period of time in excess of the budget year. 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. In February, 2003, the Village sold $3,460,000 of General Obligation Refunding Bonds to advance refund the General Obligation Series 1997 Bonds due 12/1/05 - 12/1/12 inclusive. This issue will result in savings of $96,000 over the life of the issue. Other debt remaining as of April 30, 2003, includes $12,500,000 Series 1998, used for TIF 2 public improvements and being serviced by TIF 2 revenues, and $2,235,000 Series 2002, used to refinance the 1993 bonds due to mature on 12/15/04. There are no current plans to issue new debt in fiscal year 2003 -04. Future years' debt issuance will depend on the level of capital project expenditures and availability of alternate sources of revenue. Operating Budget. The budget process is a continuous one for Village staff, the Village Manager and members of the Board of Trustees. There is a constant review 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 physical plant. 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 construction expenditures in excess of $5,000. 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. Effects of Capital Projects on Operating Budget. Major capital projects in this year's budget include 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 reduction of $10,000 per year in lower patching costs and avoidance of slip and fall liabilities. Replace Blowers and Aeration Equipment in WRF ( #10 -17). This project is estimated to result in more efficient equipment which will decrease electricity use by approximately 10% for this function, or about $300 annually. Water System Protects ( #33 and 40). It is estimated that these projects will reduce the incidence of water main breaks by four breaks per year, at an average cost per break of $2,000. 24 1 ' Streetscape Improvements Phase II (#45 and 46). This consists of new paver sidewalk, street lighting replacements, and tree planting in the downtown TIF. Additional costs include $1,000 per year in added electricity charges and $2,000 per year in water charges for the new irrigation system. Senior Center Building ( #50). This joint project with the Park District will result in a new building. Additional operating costs are estimated at $85,000 /year for the Village share. As the center ' becomes operational, this number is likely to increase. 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. ' 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 p 9 Y 9 9 fund liability is incurred. ' The Village charges operating departments for equipment and motor vehicles based on the current market value and estimated years of usage. These funds are accumulated in the Vehicle and Equipment ' Replacement Fund until the equipment or motor vehicles are purchased. 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. 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 which 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. DEBT POLICY The Village of Deerfield is a home rule municipality and, as such, has no debt limitations. If, however, the Village was a non -home rule municipality, according to Illinois statutes, its available debt limit would be as ' follows: 1 25 1 5/1/01 5/1/02 ' Assessed Valuation $737,590,000 $800,595,252 ' Legal Debt Limit - 8.625% 63,617,138 69,051,340 Amount of Debt Applicable to Limit 3,460,000 2,235,000 ' Legal Debt Margin Available 60,157,138 66,816,340 The remaining ebt outstanding has alternative revenues TIF and water revenue pledged for debt ' 9 9 ( )P 9 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, issued in February 2003. ' 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 objective for a stable levy with the fact that delayed improvements or maintenance often have 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 which will affect the Village's financial picture. MAJOR REVENUES IN EXCESS OF $800,000 ' Property Tax - $2,390,250. The Village'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 99.5% over the last five years). The proposed property tax levy is unchanged for this year. For the past five years the Village's property tax rate has declined. The property tax is primarily used for: Debt Service - 13 %, Pensions - 44 %, Refuse Services - ' 32 %, General Fund Operations -11 %. Sales Tax - $3,290,000 projected - Sales tax, which is now the Village's largest single revenue item, is ' a 1 % tax on the exchange of all tangible personal property within the Village. This tax is collected by the State and remitted to the Village. The Village is projecting an increase from fiscal year 2002 -03 due to the ongoing success of retail businesses in the Village's new downtown. In addition, the Village's major ' shopping center, Deerbrook Mall, is undergoing a substantial renovation. In 2001 -02 sales taxes collected were $3,094,483. In spite of the weak overall economy and the state of the Deerbrook Mall reconstruction, the new retail downtown and strong local economy have kept the sales tax increases positive. Estimated receipts for 2002 -03 are $3,213,000. ' Income Tax - $1,212,036 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. However, potential I 26 1 1 ' legislative action by the State may further decrease the local share of this source, which has been hurt by the statewide economic downturn. ' Hotel /Motel Tax - $1,950,000 projected - This revenue source has been substantially affected by the downturn in business travel since fiscal year 2001 -02. The current projection of 2002 -03 revenue is $1,700,000. Fiscal year 2003 -04 projected assumes a recovery in travel (the most current months show ' this) but not to the level of 2000 -01 which was $2,170,934. Investment Earnings - $2,232,800 projected - The largest dollar amount is earned in the Police Pension Fund, where $800,000 is budgeted. The projections are based on existing investments and on ' amounts to be invested in the coming year. In addition, in the operating funds, the projection of $520,000 in interest revenue is based on a 90 -day treasury bill earning at a rate of 2.5 %. Substantially lower short term rates and reduced fund balances negatively affect this number. ' User Charges - Village budgetary policy requires that those funds which can be reasonably financed by a user charge be so financed. ' Water - $3,851,120, the budgeted amount for water sales, is based on the rate of $2.96 per 100 cubic feet. Water rates will be raised 4% this year to reflect increased costs of operation and capital expenditures. The old rate of $2.85 has been in effect since May 2, 2001. ' Sewer - $1,772,160, the budgeted amount for sewer charges, is based on current usage and the > 9 9 � 9 new sewer charge of $1.90 per 100 cubic feet. This rate will also be raised 4 %. The current sewer rate ' had been in effect since May 1, 1999. Refuse - $625,000, the budgeted amount for refuse billing, is based on the existing rate and the ' existing number of homes. Residential refuse billing was increased on 5/1/01. Revenue Estimates - Village policy requires that revenue estimates be based on conservative projections. It is unusual for actual Village revenues to fall short of projections. In the past, this standard ' has been consistently accomplished. EQUALIZED ASSESSED VALUATION FOR TAX PURPOSES ' Net for Taxing Incremental Tax Levy Year Purposes Valuation Total ' 1995 603,544,983 113,992,115 717,537,098 1996 624,187,752 123,787,468 747,975,220 1997 648,880,301 135,365,481 784,245,782 ' 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: Cook County 91,886,417 75,663,153 167,549,570 Lake County 708,708,835 122,515,018 831,223,853 Total $800,595,252 $198,178,171 $998,773,423 ' FINANCIAL CONDITION OF THE FUNDS Fund - The fund is a self balancing group of accounts which includes revenues, expenditures, assets and liabilities. Each fund has some specific purpose, either 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. 1 27 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. FINANCIAL CONDITION OF THE VILLAGE The Village continues to be in excellent financial condition. This is indicated by: 1. Moody's bond rating of Aaa. 2. Continued year to year increases in sales tax revenue. 3. Substantial increases in equalized assessed valuation. 4. Debt levels are low compared to national levels. 5. Continued improved funding of pension funds. 6. Continuing maintenance of the Village plant and equipment. 7. Full funding of the Vehicle and Equipment Replacement Fund. 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. Additional personnel is unlikely without an improvement in the general economy. DOWNTOWN REDEVELOPMENT The commercial and residential developments in the southern quadrants are complete. All the residential ' units are occupied. The commercial occupancy is approximately 85% by square footage. The major remaining project in these quadrants is the reconstruction of Osterman and Waukegan, which awaits final acquisition of right -of -way. , The remaining quadrants are part of the focus of the Comprehensive Plan Task Force, which is due to release its report early in fiscal year 2003/04. It is likely that the northwest quadrant will be reserved for institutional uses (municipal, park, library, religious). The focus for the northeast quadrant will be on re- ' vitalizing the existing commercial uses through fagade and parking improvements. OTHER AREAS I Increasing residential property values have driven continued interest in the redevelopment of existing properties, primarily through single family teardowns. The Residential Redevelopment Review Task Force ' has been reviewing the Village ordinances regarding this and will release a report and recommendation in early fiscal year 2003/04. Takeda Pharmaceuticals has purchased the 70 acre vacant parcel at Lake Cook and Saunders and is I expected to present a plan for the development of its North American headquarters on that site. 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. 1 1 28 1 P, 1 1 r 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2003 -2004 ADMINISTRATIVE SUMMARY (FINANCE. VILLAGE MANAGER. COMM. DEVELOP.. ENGINFERINGI PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 511600 Apparel 512110 Employer FICA/IMRF TOTAL PERSONNEL SERV. OTHER SERVICES 521111 Building Repair & Maintenance 521113 Equipment Repair & Maint. 521135 Cemetery Repair & Maint. 521210 Travel Expenses 521220 Dues 521230 Publications 521320 Legal Notices 521340 Printing 521410 Telecommunications 521420 Postage 521660 Water/Sewer Service 523110 Vehicle Maintenance TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531530 Liability Insurance 531610 Legal Services /Prosecutor 531630 Prof. Services Engineering 531640 Profess. Services - Appraisal 531650 Legal Services /Corp. Counsel 531680 Medical Exams 531690 Other Professional Services 531694 Cable Comm. Prof. Services 531700 Senior Taxi Subsidy 531730 Equipment Repair & Maint. 531733 Audit 531739 Computer Services - Internet 531779 Computer Services - Program. 531780 Computer Services 531794 Other 531796 Family Services 531890 Housing Assistance 531891 Senior Contrib. Park District 531893 Family Days Contribution TOTAL CONTRACTUAL COMMODITIES 541900 Petroleum Products 542410 Miscellaneous 542420 Misc. Advisory Boards 542430 Animal Impound 542470 Tiles 542800 Materials 543100 Small Tools & Equipment 543410 Office Supplies 543420 Operating Supplies 543430 Supplies - Repair & Maint. TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 611130 Office Equipment 731701 Transfer to VERF TOTAL CAPITAL OUTLAY OTHER 739101 Transfer to Cemetery 739103 Transfer to Emergency Serv. 739102 Transfer to Debt Service TOTAL OTHER DEPARTMENT TOTAL 1,109,057 ACTUAL I ACTUAL I BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 FY 01/02 FY 02/03 I FY 02/03 I FY 03/04 I FY03 -)FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 511600 Apparel 512110 Employer FICA/IMRF TOTAL PERSONNEL SERV. OTHER SERVICES 521111 Building Repair & Maintenance 521113 Equipment Repair & Maint. 521135 Cemetery Repair & Maint. 521210 Travel Expenses 521220 Dues 521230 Publications 521320 Legal Notices 521340 Printing 521410 Telecommunications 521420 Postage 521660 Water/Sewer Service 523110 Vehicle Maintenance TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531530 Liability Insurance 531610 Legal Services /Prosecutor 531630 Prof. Services Engineering 531640 Profess. Services - Appraisal 531650 Legal Services /Corp. Counsel 531680 Medical Exams 531690 Other Professional Services 531694 Cable Comm. Prof. Services 531700 Senior Taxi Subsidy 531730 Equipment Repair & Maint. 531733 Audit 531739 Computer Services - Internet 531779 Computer Services - Program. 531780 Computer Services 531794 Other 531796 Family Services 531890 Housing Assistance 531891 Senior Contrib. Park District 531893 Family Days Contribution TOTAL CONTRACTUAL COMMODITIES 541900 Petroleum Products 542410 Miscellaneous 542420 Misc. Advisory Boards 542430 Animal Impound 542470 Tiles 542800 Materials 543100 Small Tools & Equipment 543410 Office Supplies 543420 Operating Supplies 543430 Supplies - Repair & Maint. TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 611130 Office Equipment 731701 Transfer to VERF TOTAL CAPITAL OUTLAY OTHER 739101 Transfer to Cemetery 739103 Transfer to Emergency Serv. 739102 Transfer to Debt Service TOTAL OTHER DEPARTMENT TOTAL 1,109,057 1,190,257 1,298,720 1,293,731 1,335,370 2.82% 12,644 9,018 16,790 11,023 18,300 8.99% 132,631 143,601 166,470 141,921 168,100 0.98% 134,713 144,629 248,420 169,546 215,200 - 13.37% 0 1,295 4,700 3,498 6,300 34.04% 1,043 230 900 900 1,100 22.22% 0 0 0 0 210 187 N/A 12.59% 1,390,088 1 1,489,031 1,736,000 1,620,619 1 1,954,557 12,900 5,838 261,900 14,228 20,000 - 92.36% 1,582 11,040 13,650 4,269 14,450 5.86% 0 0 12,000 8,100 12,000 0.00% 16,676 21,566 23,600 28,039 29,900 26.69% 7,075 13,296 27,700 23,689 29,700 7.22% 4,381 3,683 11,200 12,385 12,500 11.61% 3,388 3,612 6,200 5,567 4,100 - 33.87% 39,809 30,089 44,000 22,754 47,100 7.05% 27,375 25,528 23,600 24,675 24,900 5.51% 2,058 8,955 19,500 6,588 19,700 1.03% 2,251 2,273 4,000 2,314 4,160 4.00% 3,449, 6,218, 5,400 9 260 8,300 53.70% - 49.90% 120,944 132,099 452,750 161,868 226,810 36,559 45,882 62,300 55,578 72,500 16.37% 39,937 45,990 50,000 47,693 55,000 10.00% 7,678 11,232 10,000 25,000 20,000 100.00% 0 0 2,500 2,500 2,500 0.00% 58,099 101,280 125,000 98,852 135,000 8.00% 0 0 1,650 400 1,650 0.00% 235,351 28,730 60,000 60,330 93,000 55.00% 5,662 0 5,000 4,000 5,000 0.00% 29,101 33,465 34,000 26,839 30,000 - 11.76% 16,703 5,032 24,600 11,970 24,000 -2.44% 20,375 29,180 30,000 25,198 40,000 33.33% 0 0 0 0 9,800 N/A 4,512 0 7,000 4,900 7,000 0.00% 22,020 19,713 131,300 131,890 144,100 9.75% 52,673 43,247 56,600 56,320 62,300 10.07% 1,284 1,400 2,000 1,520 2,000 0.00% 6,300 3,750 10,000 7,250 10,000 0.00% 22,000 22,000 22,000 22,000 55,000 150.00% 10,000 10,000 10,000 10,000 50,000 400.00% 27.16% 568,253 400,901 643,950 592,240 818,850 2,497 2,048 2,850 2,696 2,750 -3.51% 22,722 18,805 23,240 17,045 23,240 0.00% 37,096 52,359 58,000 42,054 63,000 8.62% 5,297 4,484 6,000 5,979 6,000 0.00% 0 0 1,000 0 0 - 100.00% 0 0 1,000 500 1,000 0.00% 434 697 2,000 546 2,000 0.00% 18,585 17,721 24,300 16,557 23,000 -5.35% 6,002. 9,831 12,900 12,960 11,000 - 14.73% 2,169 4,147 5,100 2,5081 4,700 -7.84% 0.22% 94,803 110,093 136,390 100,845 136,690 25,163 11,901 16,000 14,988 79,950 399.69% 810 0 500 429 1,000 100.00% 45,000 45,000 31,192 31,192 59 731 91.49% 194.98% 70,973 1 56,901 1 47,692 1 46,609 1 140,681 0 24,920 0 0 0 WA 0 47,472 0 0 0 N/A 0 775,000 750,000 710,000 560,000 - 25.33% - 25.33% 01 847,391 1 750,000 1 710,000 1 560,000 1 1 3,036,415 1 3,766,782 1 3,232,181 1 3,837,588 1 1.88% 1 GENERAL ADMINISTRATION I 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 people elect the Mayor and ' six Trustees to four year overlapping terms for which they receive no compensation. BOARDS, COMMISSIONS, AND COUNCILS ' There are twenty 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. 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. ' 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). Board of Zoning Appeals - Has 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. ' 7. 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 ' 30 1 1 1 L_ 1 1 1 1 1 u 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. Youth Council - Consists of twelve members appointed by the Mayor with the advice and consent of the Board of Trustees for three -year overlapping terms. Studies and investigates activities which might involve or contribute to the delinquency of juveniles and makes recommendations to the Village Mayor and Board of Trustees regarding legislation or action to protect the youth of the Village. 9. Human Relations Commission - Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees for three -year overlapping terms. Studies and recommends means of developing better relations between people, cooperates with the State and Federal agencies, and issues such publications and reports as it and the Board of Trustees consider in the public interest. 10. 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. 11. 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. 12. 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. 13. 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 which affect the development or redevelopment of the Village Center District. 1 1 1 1 1 1 14. 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. 15. 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. 16. 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. 17. Appearance Review Committee - Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees for three year terms. Responsible for 31 1 reviewing exterior design of new and remodeled buildings in the Village Center and in C -2 t Outlying Commercial Districts. 18. 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. 19. 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. ' 20. 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 the artistic and cultural environment within the Village. VILLAGE CLERK I 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 I Manager serves as the Village Clerk. 1 F� 1 1 1 1 1 32 1 1 L 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 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 Finance Department is staffed by the Director of Finance, an Assistant Finance Director, Computer Systems Coordinator, two principal accounting clerks, a finance secretary, a cashier - receptionist and a building custodian. One part-time general finance clerk also assists. 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 Objectives for the 2003 -04 fiscal year are as follows: Recommend the selection of a new finance information system vendor and begin implementation of the selected software. Review finance department processes and implement new processes as necessary in conjunction with the new system software. Continue implementation of GASB 34. Review the various finance policies and revise as necessary. Complete installation of new servers for the common file system, e-mail, GIS, and finance information systems. Initiate coordinated, village -wide staff training in office computer usage including office automation programs. Complete the annual Budget and comprehensive financial report and apply for the respective GFOA awards in each of these categories. Revise the investment policies for the Village and the Police Pension Fund and submit them for approval to the respective governing boards. Accomplishments 2002 -03 fiscal year: Completed initial implementation of the banking services agreement approved in April 2002. Initiated direct deposit of employee paychecks. Brought preparation of annual Illinois Comptroller's Tax Increment Financing district reports in- house. Began study for replacement of financial information system and developed an implementation recommendation. Completed a bond issue refunding the Series 1997 General Obligation Bonds. Maintained the Village's AAA bond rating. 33 Completed the 2002 -03 annual budget document, applied for and received the GFOA Distinguished Budget Presentation Award for the twelfth consecutive year. Completed the 2001 -02 comprehensive annual financial report, applied for and received the GFOA Certificate of Achievement for Excellence in Financial Reporting for the eighteenth consecutive year. Conducted the statutory annual Tax Increment Financing Joint Review Board meetings for both TIF Districts. Distributed over $7.1 million in surplus funds from the Lake Cook Road TIF District. Work Statistics 1999 2000 2001 2002 Checks-Written 9,237 9,296 9,606 6,845 Water, Sewer and Garbage Bills Issued 30,049 30,487 30,846 31,154 Invoices Processed 1,133 1,110 1,069 3,595 Vehicle Licenses sold and Transferred 13,167 13,214 12,960 14,856 Investment Transactions 71 87 55 49 % Interest Earnings — Village 6.03 6.38 5.13 3.89 90 -Day T -Bill Benchmark % Rate 5.16 5.96 3.46 .1.62 34 1 101001- 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2003 -2004 FINANCE DEPARTMENT PERSONNEL SERVICES ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 I FY 01/02 I FY 02/03 FY 02/03 FY 03/04 1 FY03 ->FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 511600 Apparel 512110 Employer FICA/IMRF 24,350 TOTAL PERSONNEL SERV. OTHER SERVICES 521111 Building Repair & Maintenance 521113 Equipment Repair & Maint. 521135 Cemetery Repair & Maint. 521210 Travel Expenses 521220 Dues 521230 Publications 521320 Legal Notices 521340 Printing 521410 Telecommunications 521420 Postage 521660 Water /Sewer Service 84,603 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531530 Liabifity Insurance 531610 Legal Services /Prosecutor 531650 Legal Services /Corp. Counsel 531680 Medical Exams 531690 Other Professional Services 531694 Cable Comm. Prof. Services 531700 Senior Taxi Subsidy 531730 Equipment Repair & Maint. 531733 Audit 531739 Computer Services - Internet 531779 Computer Services - Program. 531780 Computer Services 531794 Other 531796 Family Services 531890 Housing Assistance 531891 Senior Contrib. Park District 531893 Festival Activities 0 TOTAL CONTRACTUAL COMMODITIES 542410 Miscellaneous 542430 Animal Impound 542470 Tiles 542800 Materials 543100 Small Tools & Equipment 543410 Office Supplies 543420 Operating Supplies 543430 Supplies - Repair & Maint. 18,572 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 611130 Office Equipment 731701 Transfer to VERF 11,000 TOTAL CAPITAL OUTLAY OTHER 739101 Transfer to Cemetery 739103 Transfer to Emergency Serv. 739102 Transfer to Debt Service TOTAL OTHER DEPARTMENT TOTAL 451,693 466,990 535,000 535,000 537,500 0.47% 2,730 3,352 5,000 3,000 5,000 0.00% 28,631 27,298 34,300 24,350 34,000 -0.87% 59,498 62,813 116,800 81,557 108,200 -7.36% 0 1,029 3,500 3,398 4,500 28.57% 857 0 500 500 500 0.00% 01 01 01 0 1 84,603 N/A 11.39% 543,409 561,483 695,100 647,805 774,303 11,843 5,838 60,000 14,228 20,000 - 66.67% 0 10,266 10,000 2,319 10,000 0.00% 0 0 12,000 8,100 12,000 0.00% 6,957 4,639 3,500 4,757 7,000 100.00% 0 775 2,000 2,000 3,000 50.00% 0 1,784 3,000 2,923 3,000 0.00% 0 1,820 2,500 1,867 2,000 - 20.00% 6,307 5,573 9,000 7,000 11,000 22.22% 20,331 18,572 15,000 15,704 16,000 6.67% 0 4,092 11,000 3,966 11,000 0.00% 2,251 1 2,273 1 4,000 1 2,314 1 4,160 4.00% - 24.88% 47,689 55,633 132,000 65,178 99,160 36,559 45,882 62,300 55,578 72,500 16.37% 39,937 45,990 50,000 47,693 55,000 10.00% 58,099 101,280 125,000 98,852 135,000 8.00% 0 0 1,000 0 1,000 0.00% 235,351 28,670 50,000 50,330 75,000 50.00% 5,662 0 5,000 4,000 5,000 0.00% 29,101 33,465 34,000 26,839 30,000 - 11.76% 11,068 2,657 12,000 2,433 12,000 0.00% 20,375 29,180 30,000 25,198 40,000 33.33% 0 0 0 0 9,800 N/A 4,512 0 7,000 4,900 7,000 0.00% 16,329 19,051 127,000 127,164 140,000 10.24% 35,737 25,959 32,000 31,720 36,000 12.50% 1,284 1,400 2,000 1,520 2,000 0.00% 6,300 3,750 10,000 7,250 10,000 0.00% 22,000 22,000 22,000 22,000 55,000 150.00% 10,000 10,000 10,000 10,000 50,000 400,00% 26.93% 532,313 369,284 579,300 515,477 735,300 20,471 13,454 20,000 14,021 20,000 0.00% 5,297 4,484 6,000 5,979 6,000 0.00% 0 0 1,000 0 0 - 100.00% 0 0 1,000 500 1,000 0.00% 434 697 2,000 546 2,000 0.00% 8,893 7,941 12,000 6,017 12,000 0.00% 1,791 2,742 3,000 2,710 3,000 0.00% 1,778 1,442 2,500 1,293 2,500 0.00% -2.11% 38,664 30,761 47,500 31,066 46,500 6,552 2,794 5,000 5,000 71,450 1329.00% 810 0 500 429 1,000 100.00% 25,000 25,000 18,650, 18,650 43,650 134.05% 380.75% 32,361 1 27,794 1 24,1501 24,079 1 116,100 0 24,920 0 0 0 N/A 0 47,472 0 0 0 N/A 500,000 775,000 750,0001 710 000 560 000 - 25.33% - 25.33% 500,000 1 847,391 1 750,000 1 710,000 1 560,000 ,694,437 I 1,892,345 1 2,228,050 1,993,605 2,331,363 I 4.64% 35 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 to the 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 2003 -04 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. 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 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. Work with the Cook County Highway Department on final plans for improvements to Lake Cook Road. Provide staff support to the steering committee as they prepare recommendations to update the Village's Comprehensive Plan. Work with the Park District on plans to celebrate the Village's centennial of incorporation as part of the new senior center dedication on October e. Annex the Takeda property at the northeast corner of Sanders and Lake Cook Road. 36 1 1 1 1 1 1 1 1 r 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Accomplishments during 2002 -2003: Completed the third phase (South Commons) of the three downtown redevelopment areas. Executed final agreements with the park district for construction of a new senior center in the Brickyards. Working with an appointed task force and planning consultant, began the process of updating the comprehensive plan. 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 1 37 1999 2000 2001 2002 56 49 49 50 17 15 10 16 25 24 25 24 6 6 6 6 82 82 96 94 28 30 38 35 156 145 168 176 719 707 698 688 52 52 52 52 24 21 22 23 9 7 6 8 3 5 0 5 101002- BUDGET REQUEST - FY 2003 -2004 VILLAGE MANAGER CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03-*FY04 511300 Overtime 4,132 1,876 6,000 2,233 6,000 0.00% PERSONNEL SERVICES 511110 Salaries - Regular 259,785 292,448 310,000 305,461 326,000 5.16% 511300 Overtime 4,132 1,876 6,000 2,233 6,000 0.00% 511410 Salaries - Part time 19,503 28,362 38,000 28,401 35,000 -7.89% 511510 Health Insurance 23,080 24,384 37,600 26,279 37,600 0.00% 511540 Misc. Benefits 0 181 500 0 500 0.00% 512110 Employer FICA/IMRF 0 1 01 0 1 01 51 312 NIA 306,500 347,251 392,100 362,374 456,412 TOTAL PERSONNEL SERV. 16.40% OTHER SERVICES 521113 Equipment Repair & Maint. 1,600 0 1,600 0.00% 521210 Travel Expenses 5,170 10,895 11,500 15,082 15,000 30.43% 521220 Dues 4,376 8,707 20,000 15,789 21,000 5.00% 521230 Publications 2,764 958 4,000 5,462 6,000 50.00% 521320 Legal Notices 0 0 0 0 0 NIA 521340 Printing 25,106 20,427 28,000 8,754 29,000 3.57% 521410 Telecommunications 935 1,589 1,000 1,582 1,600 60.00% 521420 Postage 1,956 4,696 8,000 1,989 8,000 0.00% 523110 Vehicle Maint 470 1 484 1 1,000 1 760 1 1.000 0.00% 40,777 47,756 75,100 49,418 83,200 TOTAL OTHER SERVICES 10.79% CONTRACTUAL SERVICES 531730 Equipment Repair & Maint. 3,917 375 4,000 937 3,000 - 25.00% 531780 Computer Services 686 274 0 426 0 N/A 4,602 649 4,000 1,363 3,000 TOTAL CONTRACTUAL - 25.00% COMMODITIES 541900 Petroleum Products 499 444 650 496 650 0.00% 542410 Miscellaneous 2,114 5,139 1,500 1,284 1,500 0.00% 542420 Misc. Advisory Boards 37,096 52,359 58,000 42,054 63,000 8.62% 543410 Office Supplies 1,974 1,419 3,000 1,240 2,500 - 16.67% 543420 Operating Supplies 470 496 2,000 2,350 2,500 25.00% 543430 Supplies - Repair & Maint. 0 1 1,422 1 1,500 1 87 1 1,000 - 33.33% 42,153 61,279 66,650 47,511 71,150 TOTAL COMMODITIES 6.75% CAPITAL OUTLAY 611100 Equipment 1,413 1,761 1,000 260 3,500 250.00% 611130 Office Equipment 0 0 0 0 0 N/A 731701 Transfer to VERF 8,000 8,000 4,000 4,000 4,000 0.00% 9,413 9,761 1 5,000 4,260 7,500 TOTAL CAPITAL OUTLAY 50.00% OTHER 01 0 1 01 0 1 0 TOTAL OTHER N/A DEPARTMENTTOTAL 1 403,4461 466,6961 542,8501 464,9261 621,2621 14.44% 38 1 1 1 1 COMMUNITY DEVELOPMENT DEPARTMENT The Community Development Department is responsible for administering and enforcing the Zoning Ordinance, Subdivision Ordinance and Building Codes. The department coordinates the activities of the Plan Commission and Board of Zoning Appeals and provides analysis of all matters before them. Building plan review, permit approval, and inspectional services are also provided by the department. The department provides technical assistance as well as coordinates the activities of the Village Center Development Commission, the Appearance Review Commission, the Electrical Commission, and the Board of Building Appeals. The Director of Community Development supervises activities for the department with the assistance of a ' Code Enforcement Supervisor, a Senior Planner, a Building Inspector and a Secretary III. Two part-time personnel also assist in providing departmental services. ' The department's objectives for the 2003 -04 fiscal year are as follows: Maintain the Official Map, Comprehensive Plan and Zoning Ordinance. ' Prepare research studies and reports on future plans. Continue to develop booklets or handouts which will synthesize various provisions and procedures mandated by the Subdivision Code and Zoning Ordinance. These will be made available to the public. ' Be involved with the review and development of planning and zoning efforts for Village Center District projects. The Building Division will also continue its ongoing program of microfilming building plans. ' Continue to provide assistance in planning and conducting Village Farmers Markets and Plaza Pleasures programs. ' Review and adopt the 2000 International Building Code (IBC). Review other codes and ordinances for possible revision. ' Review all fees and charges and recommend changes as necessary. Continue support the Redevelopment Review (Tear Down) Task Force with a recommendation for ' legislation to the Village Board in the first quarter of the fiscal year. Continue support for the committee studying revisions to the Comprehensive Plan, with a new plan ' to be presented in the first half of the fiscal year. Accomplishments for 2002 -03: ' Performed 2408 building inspections. Reviewed and issued 1046 permits. ' Developed amendments to the text of the Zoning Ordinance, Subdivision Code, and other codes and ordinances as needed. 1 39 Maintained the Village's community rating under the FEMA program which qualifies the Village for lower flood insurance rates. Completed the yearly Boundary and Annexation Survey for the Census Bureau. Worked with and developed materials for the Teardown Task Force (Redevelopment Review Task Force). Prepared materials for the Tear Down Task Force (Redevelopment Review Committee). Work Statistics 1999 2000 2001 2002 Licenses and Permits: Residences 30 43 22 37 Additions and Alterations 139 165 153 168 Garages 32 39 35 34 Garage Sale and Temporary Use Permits 260 231 216 250 Miscellaneous 873 978 992 807 Total Licenses and Permits 1,334 1,456 1,418 1,296 Zoning Appeals Cases 5 6 3 5 VCDC Meetings 8 7 8 10 Appearance Review Meetings 9 13 14 11 Planning Commission: Public Hearings 27 18 10 26 Continued Public Hearings 5 9 2 2 Substantial Conformance Petitions 5 6 5 3 Prefiling Conferences 6 3 3 5 Miscellaneous Requests 1 2 2 0 Comprehensive Plan Meetings 0 0 1 0 Merchants Committee 7 7 7 5 Streetscape Design Task Force 2 2 2 5 40 1 101003- 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2003 -2004 COMMUNITY DEVELOPMENT CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03 ->FY04 511300 Overtime 4,405 3,790 5,790 5,790 7,300 26.08% PERSONNEL SERVICES 511110 Salaries - Regular 344,718 362,134 378,000 378,000 393,120 4.00% 511300 Overtime 4,405 3,790 5,790 5,790 7,300 26.08% 511410 Salaries - Part time 84,497 87,941 89,170 89,170 94,100 5.53% 511510 Health Insurance 45,222 47,604 82,310 50,000 56,200 - 31.72% 511540 Misc. Benefits 0 85 700 100 800 14.29% 511600 Apparel 186 230 400 400 600 50.00% 512110 Employer FICA/IMRF 0 1 0 1 01 01 61.877 N/A 479,029 501,784 556,370 523,460 613,997 TOTAL PERSONNEL SERV. 10.36% OTHER SERVICES 521111 Building Repair & Maintenance 1,057 0 201,900 0 0 - 100.00% 521113 Equipment Repair & Maint. 1,112 684 1,800 1,800 2,600 44.44% 521210 Travel Expenses 2,714 3,181 5,800 5,800 5,100 - 12.07% 521220 Dues 2,197 2,700 4,500 4,500 4,500 0.00% 521230 Publications 1,600 656 4,000 4,000 3,500 - 12.50% 521320 Legal Notices 2,478 1,464 3,200 3,200 1,600 - 50.00% 521340 Printing 7,194 3,767 6,500 6,500 6,600 1.54% 521410 Telecommunications 3,956 2,914 4,800 4,800 4,800 0.00% 521420 Postage 47 29 400 400 400 0.00% 523110 Vehicle Maintenance 2,262 1 4 892 1 4,000 1 4,000 5.800 1 45.00% 24,617 20,287 236,900 35,000 34,900 TOTAL OTHER SERVICES - 85.27% CONTRACTUAL SERVICES 531640 Profess. Services - Appraisal 0 0 2,500 2,500 2,500 0.00% 531680 Medical Exams 0 0 400 400 400 0.00% 531690 Other Professional Services 0 0 8,000 8,000 8,000 0.00% 531730 Equipment Repair & Maint. 1,244 1,327 7,600 7,600 8,000 5.26% 531780 Computer Services 5,005 388 4,300 4,300 4,100 -4.65% 531794 Other 16.936 17,288 24,600 24,600 26.300 6.91% 23,185 19,003 47,400 47,400 49,300 TOTAL CONTRACTUAL 4.01% COMMODITIES 541900 Petroleum Products 999 802 1,000 1,000 900 - 10.00% 542410 Miscellaneous 51 115 740 740 740 0.00% 543410 Office Supplies 4,896 5,675 6,300 6,300 5,500 - 12.70% 543420 Operating Supplies 3,454 5,128 7,400 7,400 5,000 - 32.43% 543430 Supplies - Repair & Maint. 3171 1,2461 1,1001 1,1001 1,200 9.09% 9,717 12,966 16,540 16,540 13,340 TOTAL COMMODITIES - 19.35% CAPITAL OUTLAY 611100 Equipment 13,603 6,766 4,000 4,000 1,500 - 62.50% 611130 Office Equipment 0 0 0 0 0 N/A 731701 Transfer to VERF 9.000 9,000 3,000 3,000 3.000 0.00% 22,603 1 15,766 7,000 7,000 4,500 TOTAL CAPITAL OUTLAY - 35.71% OTHER 1 TOTAL OTHER N/A 01 01 01 01 0 DEPARTMENT TOTAL 1 559,151 1 569,806 1 864,2101 629,400 1 716,0371 - 17.15% 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 the Assistant Village Engineer. The Departmental Objectives for the 2003 -04 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. Major projects planned for 2003 -04 are: Manage and oversee construction of the Sidewalk and Curb Replacement Program. Design and construct the 2003 Street Rehabilitation Program. Manage and oversee the study and design of Deerfield Road rehabilitation between the underpass and Castlewood Lane. Manage and oversee engineering design for traffic signal modernization at the intersections of Deerfield Road/Wilmot Road and Deerfield Road /Chestnut Avenue. Manage and oversee engineering design of Deerfield Road between Wilmot Road and Chestnut Avenue. Initiate engineering planning and design for sanitary sewer relief improvements along Pine Street. Initiate engineering planning and design for sanitary sewer relief improvements along Indian Hill. Oversee sanitary sewer flow line improvements along Pine Street. Finish construction of the Mitchell Park Reservoir and Pumping Station. Complete right -of -way acquisition and construction of intersection improvements at Waukegan Road and Longfellow /Osterman. Complete Streetscape Phase III (south of Elizabeth Arden /Blockbuster). Complete design and construction of the Deerfield Road pedestrian bridge replacement. Complete the Phase 1 engineering for design of the pedestrian underpass by the Metra tracks at Deerfield Road. 42 1 1 1 1 1 1 1 k 1 1 1 1 1 1 1 1 1 r 1 1 1 1 1 1 1 1 1 1 1 1 Continue engineering, planning and design for Rosemary Terrace infrastructure improvements. Oversee the lining of approximately 1,800 feet of defective sewer in various locations. Manage and oversee the construction of the water main replacement in Central Avenue between Wilmot and Castlewood. Complete modifications to the Richfield Reservoir. Continue to monitor the conditions and groundwater at Reservoir 29A and undertake the installation of telemetry between the reservoir controls and the offices of the Metropolitan Water Reclamation District. Accomplishments in 2002 -2003: The following streets in the 2002 Street Rehabilitation Program were completed: Jewett Park Drive, the library, Village Hall and township parking lots, portions of Greenwood Avenue, Park Avenue, Robert York Avenue and Crestview Drive. Substantially completed the construction of a new reservoir and pumping station at Mitchell Park. Completed the study and design for improvements to the Waukegan /Osterman intersection. Completed Streetscape Phase II. Initiated development of Village Geographical Information System program. Initiated the study and design of Deerfield Road reconstruction from Wilmot Road to Chestnut Avenue, including intersection design. Initiated the study and design the Central Avenue water main project. Initiated the study and design of the Deerfield Road pedestrian bridge replacement and underpass rehabilitation. 1 1 1 43 1999 Work Statistics 2001 2002 Approval of Work Completed and 171 Payment Requests on Contracts 199 Number of Purchase Orders Processed (payments) ' Letters of Credit Received 120 Number of Projects Administered 1 11 1 1 1 43 1999 2000 2001 2002 171 159 199 149 132 98 120 106 10 11 8 6 60 49 45 46 101004- BUDGET REQUEST - FY 2003 -2004 ENGINEERING PERSONNEL SERVICES ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BU-DG] CODE /LINE ITEM FY 00/01 I FY 01/02 I FY 02/03 FY 02/03 FY 03/04 1 FY03 -FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 511600 Apparel 512110 Employer FICA/IMRF 0 TOTAL PERSONNEL SERV OTHER SERVICES 521113 Equipment Repair & Maint. 521210 Travel Expenses 521220 Dues 521230 Publications 521320 Legal Notices 521340 Printing 521410 Telecommunications 521420 Postage 523110 Motor Vehicle Maintenance 01 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531630 Prof. Services Engineering 531680 Medical Exams 531690 Other Professional Services 531730 Equipment Repair & Maint. 531794 Other 250 TOTAL CONTRACTUAL COMMODITIES 0.00% 541900 Petroleum Products 542410 Miscellaneous 543410 Office Supplies 543420 Operating Supplies 543430 Supplies - Repair & Maint. 1,200 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 611130 Office Equipment 731701 Transfer to VERF 328 TOTAL CAPITAL OUTLAY OTHER 500 0.00% TOTAL OTHER 322 DEPARTMENT TOTAL 52,861 68,685 75,720 75,270 78,750 4.00% 1,377 0 0 0 0 N/A 0 0 5,000 0 5,000 0.00% 6,913 9,828 11,710 11,710 13,200 12.72% 0 0 0 0 500 N/A 0 0 0 0 0 N/A 01 01 0 1 01 12,395 N/A 18.84% 61,150 78,513 92,430 86,980 109,845 470 90 250 150 250 0.00% 1,835 2,851 2,800 2,400 2,800 0.00% 502 1,114 1,200 1,400 1,200 0.00% 17 285 200 0 0 - 100.00% 911 328 500 500 500 0.00% 1,202 322 500 500 500 0.00% 2,154 2,453 2,800 2,589 2,500 - 10.71% 55 138 100 233 300 200.00% 717 842 400 1 4,500 1 1,500 275.00% 9.14% 7,862 8,423 8,750 12,272 9,550 7,678 11,232 10,000 25,000 20,000 100.00% 0 0 250 0 250 0.00% 0 60 2,000 2,000 10,000 400.00% 475 673 1,000 1,000 1,000 0.00% N/A 135.85% 8,153 11,965 13,250 28,000 31,250 999 802 1,200 1,200 1,200 0.00% 86 97 1,000 1,000 1,000 0.00% 2,822 2,686 3,000 3,000 3,000 0.00% 288 1,465 500 500 500 0.00% 74 37 1 0 28 N/A 0.00% 4,268 5,087 5,700 5,728 5,700 3,595 580 6,000 5,728 3,500 - 41.67% 0 0 0 0 0 N/A 3,000, .3 ,000, 5 542 5,542, 9,081 63.86% 9.00% 6,5951 3,5801 11,5421 11,2701 12,581 44 0 1 0 0 N/A 2 1 144,2501 168,926 28.29% 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2003 -2004 POLICE - SUMMARY PERSONNEL SERVICES ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 I FY 01/02 FY 02/03 FY 02/03 FY 03/04 FY03 -FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 511600 Apparel 512110 Contrib. Police Pension 512110 Employer FICA/IMRF 290,000 TOTAL PERSONNEL SERV. OTHER SERVICES 521111 Building Repair & Maintenance 521113 Equipment Repair & Maint. 521210 Travel Expenses 521220 Dues 521230 Publications 521320 Legal Notices 521340 Printing 521410 Telecommunications 521420 Postage 523110 Motor Vehicle Maintenance 220 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531530 Liability Insurance 531680 Medical Exams 531690 Other Professional Services 531730 Equipment Repair & Maint. 531780 Computer Services 531794 Other TOTAL CONTRACTUAL COMMODITIES 541900 Petroleum Products 542410 Miscellaneous 542420 Misc. Advisory Boards 543410 Office Supplies 543420 Operating Supplies 543430 Supplies - Repair & Maint. 543445 Emergency Services TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 611130 Office Equipment 731701 Transfer to VERF TOTAL CAPITAL OUTLAY OTHER TOTAL OTHER DEPARTMENT TOTAL 3,275,275 1 3,277,292 1 3,706,840 205,491 222,034 214,110 53,814 66,617 78,700 410,037 421,967 646,200 34,902 33,545 45,250 47,100 47,450 50,550 0 342,522 290,000 16,947 9,403 10,000 8,572 5,732 10,000 27,072 36,040 54,700 2,171 2,193 3,400 2,764 3,131 4,200 445 1,000 1,250 4,695 7,785 7,200 56,359 41,669 48,200 1,703 1,580 2,300 29,299 1 23,510 1 35,300 150,028 132,043 176,550 97,083 91,491 136,650 1,608 2,322 4,000 206 220 500 29,629 15,505 16,700 12,910 7,294 16,500 30,158 1 28,915 47,000 171,594 1 145,747 221,350 3,529,528 187,771 59,117 514,764 46,567 50,550 241,744 9,310 8,501 47,628 2,256 2,421 533 5,222 41,113 1,506 147,296 121,309 3,752 0 15,868 7,982 34.024 182.935 3,917,275 222,000 70,500 621,030 43,250 50,250 330,000 143.880 5,398,185 28,000 10,000 56,700 3,400 3,700 1,250 7,200 49,000 2,300 151,090 5,000 0 22,500 9,000 46.500 234,090 5.68% 3.69% - 10.42% -3.90% -4.42% -0.59% 13.79% N/A 7.28% 180.00% 0.00% 3.66% 0.00% - 11.90% 0.00% 0.00% 1.66% 0.00% 15.58% 14.61% 10.57% 25.00% - 100.00% 34.73% - 45.45% - 1.06% 5.76% 40,008 35,793 42,200 35,653 43,700 3.55% 1,116 678 1,200 962 1,200 0.00% 1,045 14,135 13,500 12,724 13,500 0.00% 10,561 6,469 9,000 8,219 10,000 11,11% 35,988 32,518 35,000 32,360 36,000 2.86% 1,959 1,523 2,000 1,461 2,000 0.00% 0 0 8,000 2,550, 8,000 0.00% 3.16% 90,678 1 91,1161 110,900 1 93,929 1 114,4001 26,929 I 75,632 I 141,500 0 0 0 01 01 0 45 59,431 83,586 0 0 201.7091 213,673 261,140 297,259 0 0 ,315,341 1 6,246,284 - 40.93% N/A 5.93% - 13.39% N/A 6.16% PUBLIC SAFETY DIVISION POLICE DEPARTMENT SUMMARY OF THE POLICE MISSION The mission of the Police Department is to deter crime and apprehend criminals; maintain strong police - community relations and to continually enhance the training and expertise of each member of the police force. The Police Department has ten continuing goals that accomplish this mission: Prevention of crime Deterrence of crime Apprehension of offenders Recovery and return of property 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 2003 -2004 fiscal year: Purchase and implementation of a high -speed notification system (Dialogic) that will allow the Department to convey timely, accurate information to employees and the general public. This technology, which executes emergency and routine call -out procedures quickly and easily, ensures immediate and appropriate response by government officials, employees and local residents. The Department will also purchase and install a new Computer Aided Dispatch and Records System (New World Systems). This system, which is fully integrated, will provide comprehensive real -time, critical response dispatch support, a records management system, E -911 interface, mapping interface, interface to the state and national computers systems, interface to LiveScan, TDD interface, AVL interface, alarms tracking and billing, and mobile computing software which will allow officers to prepare incident and accident reports from their vehicles. Recent advances in technology have made it possible to attain rapid access to complete and accurate criminal history information. To achieve access to this type of information, the Department will purchase and install a LiveScan fingerprint/computer system. The LiveScan system uses laser technology to read a person's fingerprints which then electronically stores and transmits the fingerprint images to the Illinois State Police for positive identification. This inkless technology virtually eliminates poor quality fingerprints 46 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 and greatly reduces the time needed to positively identify the person. As our agency moves towards automation, LiveScan is a logical choice to replace the manual methods with integrated computer systems. The Department also seeks to complete the accreditation process through the Committee on Accreditation for Law Enforcement Agencies in the Spring of 2004. Completion of the process will demonstrate the Department meets or exceeds a set of nationally established standards. Accomplishments during 2002 -2003 In completing a substantial step toward accreditation, the Department has rewritten 95% of its General Orders, Policies and Procedures. Department Rules and Regulations were also rewritten and reissued, as were the Rules of the Police Commission. The Department also updated its Dispatch Response Manual and Disaster Preparedness Kit. A major building renovation of the facility was completed and placed in full operation in September of 2002. The renovation fulfilled the Department's present space needs and will allow for better service to the community. Child Safety Seat Technicians inspected and /or installed 250 safety seats for parents in 2002 -2003. Officers also participated in Child Safety Seat Inspection Checkpoints at adjacent communities who requested our assistance. WORK STATISTICS t1999 2000 2001 2002 ' Calls for Service 11,908 12,592 13,011 16,071 Accidents: Personal Injury 91 101 83 82 I Traffic Enforcement Index (Tickets per Injury Accident) 73.1 60.2 58.2 41.4 *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. 1 1 1 1 47 Property 704 695 756 627 ' Traffic Tickets 3,862 5,401 5,122 3,523 Parking Citations 5,043 4,830 4,446 4,113 Crime Index* 294 260 269 243 ' Criminal Arrests 611 580 515 458 Domestic Trouble 98 105 105 52 Vandalism 75 77 76 92 I Traffic Enforcement Index (Tickets per Injury Accident) 73.1 60.2 58.2 41.4 *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. 1 1 1 1 47 106040- BUDGET REQUEST - FY 2003 -2004 POLICE - ADMINISTRATION PERSONNEL SERVICES ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 FY 01/02 1 FY 02/03 FY 02/03 FY 03/04 FY03 -FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 511600 Apparel 512110 Contrib. Police Pension 512110 Employer FICA/IMRF 10,000 TOTAL PERSONNEL SERV. OTHER SERVICES 521111 Building Repair & Maintenance 521113 Equipment Repair & Maint. 521210 Travel Expenses 521220 Dues 521230 Publications 521320 Legal Notices 521340 Printing 521410 Telecommunications 521420 Postage 523110 Motor Vehicle Maintenance 4,695 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531530 Liability Insurance 531680 Medical Exams 531690 Other Professional Services 531730 Equipment Repair & Maint. 531779 Computer Services - Program. 531780 Computer Services 531794 Other 1,600 TOTAL CONTRACTUAL COMMODITIES 80,977 541900 Petroleum Products 542410 Miscellaneous 542420 Misc. Advisory Boards 543100 Small Tools & Equipment 543410 Office Supplies 543420 Operating Supplies 543430 Supplies - Repair & Maint. 543445 Emergency Services 500 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 611130 Office Equipment 731701 Transfer to VERF TOTAL CAPITAL OUTLAY OTHER TOTAL OTHER DEPARTMENT TOTAL 493,570 6,297 0 53,975 0 4,700 0 01 471,535 4,697 0 56,538 0 4,700 342,522 01 501,450 5,000 5,000 105,600 1,000 4,500 290,000 01 473,675 3,530 1,920 66,507 0 4,500 241,744 0 1 521,600 5,000 2,500 110,880 1,000 4,200 330,000 9,444 558,543 879,992 912,550 791,876 984,624 16,947 9,403 10,000 9,310 28,000 8,552 5,732 10,000 8,501 10,000 1,972 3,491 9,000 4,282 10,500 350 690 1,200 930 1,200 2,313 1,687 2,500 1,170 2,000 445 1,000 1,250 533 1,250 4,695 7,785 7,200 5,222 7,200 43,932 35,141 41,000 35,304 42,000 1,703 1,580 2,300 1,506 2,300 68 252 1,600 1330 1.600 80,977 66,761 86,050 68,088 106,050 97,083 91,491 136,650 121,309 151,090 1,608 2,322 4,000 3,752 5,000 206 220 500 0 0 27,432 14,449 15,500 14,764 22,500 8,171 1 6,8151 9,0001 7,9821 9,000 165,086 1 144,2121 212, (312) 706 1,200 871 1,200 1,116 678 1,200 962 1,200 1,045 14,135 13,500 12,724 13,500 8,668 6,469 9,000 8,219 10,000 35,988 32,518 35,000 32,360 36,000 1,959 1,523 2,000 1,461 2,000 0 0 8.000 2,550 8.000 9,748 9,864 0 0 210.000 210,000 219,748 219,864 0 0 1,072,8181 1,366,858 48 37,500 34,249 0 0 Al 710 201,709 39,210 235,958 0 0 4.02% 0.00% - 50.00% 5.00% 0.00% -6.67% 13.79% N/A 7.90% 180.00% 0.00% 16.67% 0.00% - 20.00% 0.00% 0.00% 2.44% 0.00% 0.00% 23.24% 10.57% 25.00% - 100.00% 45.16% N/A 0.00% 0.00% 10.34% 0.00% 0.00% 0.00% N/A 11.11% 2.86% 0.00% 0.00% 2.86% 1,000 - 97.33% 0 N/A 3 673 5.93% 4,673 - 10.26% N/A 1,337 6.02% 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 naw. BUDGET REQUEST - FY 2003 -2004 POLICE - COMMUNICATIONS PERSONNEL SERVICES ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 I FY 01/02 FY 02/03 I FY 02/03 FY 03/04 1 FY03 ->FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 511600 Apparel 512110 Employer FICA/IMRF 40,583 TOTALPERSONNELSERV OTHER SERVICES 521210 Travel Expenses 521220 Dues 521230 Publications 10,000 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531730 Equipment Repair & Maint. 531780 Computer Services 531794 Other 0 1 TOTAL CONTRACTUAL COMMODITIES 543410 Supplies 509,428 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 731701 Transfer to VERF 360 TOTAL CAPITAL OUTLAY OTHER 405 500 TOTAL OTHER 191 DEPARTMENT TOTAL 333,770 361,312 443,500 408,595 462,800 26,125 31,246 25,870 24,669 25,000 8,582 16,106 20,700 9,690 15,000 40,583 47,916 93,300 56,622 70,080 4,440 2,724 10,000 7,052 10,000 3,650 4,000 2,800 2,800 2,800 0 1 0 1 0 1 0 1 72,845 417,150 463,304 596,170 509,428 658,525 1,461 1,629 3,000 2,071 3,000 360 390 500 405 500 191 191 50 1 441 50 1,840 2,038 3,550 2,520 3,550 2,197 1,056 1,200 1,104 0 4,739 479 7,500 0 0 01 01 0 01 0 6,936 1,535 8,700 1,104 0 1,893 0 0 0 0 1,893 0 0 0 0 960 1,300 2,500 2,300 3,000 9601 1,3001 2,500 1 2,300 1 3,000 1 01 01 01 01 01 428,778 1 468,177 1 610,920 1 515,352 1 665,075 49 4.35% - 3.36% - 27.54% - 24.89% 0.00% 0.00% N/A 10.46% 0.00% 0.00% 0.00% 0.00% - 100.00% - 100.00% N/A - 100.00% N/A N/A 20.00% N/A 20.00% N/A 8.86% 106043- BUDGET REQUEST - FY 2003 -2004 POLICE - INVESTIGATIONSNnUTI4 PERSONNEL SERVICES ACTUAL ACTUAL I BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 FY 01/02 FY 02/03 FY 02/03 FY 03/04 I FY03 -�FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 511600 Apparel 512110 Employer FICA/IMRF 59,922 TOTAL PERSONNEL SERV. OTHER SERVICES 521210 Travel Expenses 521220 Dues 521230 Publications 523110 Motor Vehicle Maintenance 4,500 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531794 Other 1 01 TOTAL CONTRACTUAL COMMODITIES 541900 Petroleum Products 508,404 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 731701 Transfer to VERF 3,829 TOTAL CAPITAL OUTLAY OTHER 763 1,200 TOTAL OTHER DEPARTMENT TOTAL 416,478 420,381 540,790 456,376 562,500 10,862 13,793 12,420 10,127 12,500 0 1,995 0 0 0 59,922 63,155 83,000 92,281 101,220 6,513 4,580 2,000 2,980 10,000 4,500 4,500 4,500 4,500 4,500 0 1 01 0 1 0 1 29.591 498,275 508,404 642,710 566,264 720,311 2,910 2,820 8,200 3,829 6,200 677 763 1,200 566 1,200 169 500 750 403 750 2,066 1,734 4,200 2,9201 4,200 5,823 5,817 14,350 7,718 12,350 428 500 0 0 (428) 0 500 0 0 595 2,203 3,500 2,359 _____3,500 595 2,203 3,500 2,3591 3,500 1,354 1 9021 7,500 1 7,1191 7,750 1,354 902 7,500 7,119 7,750 0 0 0 0 0 505,619 517,326 1 668,560 1 583,460 743,911 50 4.01% 0.64% N/A 21.95% 400.00% 0.00% N/A 12.07% - 24.39% 0.00% 0.00% 0.00% - 13.94% - 100.00% - 100.00% 0.00% 0.00% 3.33% N/A 3.33% N/A 11.27% 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 106044- BUDGET REQUEST - FY 2003 -2004 POLICE - PATROL - - -[ CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03 -4FY04 511110 Salaries - Regular 2,031,456 2,024,064 2,221,100 2,190,882 2,370,375 6.72% PERSONNEL SERVICES 511110 Salaries - Regular 2,031,456 2,024,064 2,221,100 2,190,882 2,370,375 6.72% 511300 Overtime 162,206 172,298 170,820 149,445 179,500 5.08% 511410 Salaries - Part time 45,232 48,516 53,000 47,507 53,000 0.00% 511510 Health Insurance 255,558 254,358 364,300 299,354 338,850 - 6.99% 511540 Misc. Benefits 23,949 26,241 32,250 36,535 22,250 -31.01% 511600 Apparel 34,250 34,250 38,750 38,750 38,750 0.00% 512110 Employer Medicare 01 0 1 01 0 32.000 N/A 2,552,651 2,559,727 2,880,220 2,762,473 3,034,725 TOTAL PERSONNEL SERV. 5.36% OTHER SERVICES 521113 Equipment Repair & Maint. 20 0 0 0 0 N/A 521210 Travel Expenses 20,728 28,100 34,500 37,446 37,000 7.25% 521220 Dues 784 350 500 355 500 0.00% 521230 Publications 263 925 900 804 900 0.00% 521410 Communications - Telephone 12,428 6,528 7,200 5,809 7,000 - 2.78% 523110 Motor Vehicle Maintenance 27,165 1 21,524 1 29,500 1 24,556 35,000 18.64% 61,388 57,427 72,600 68,970 80,400 TOTAL OTHER SERVICES 10.74% CONTRACTUAL SERVICES 1 531794 Other 0 0 0 0 0 N/A 0 0 0 0 0 TOTAL CONTRACTUAL N/A COMMODITIES 541900 Petroleum Products 39,725_ 32,884 37 500 32 423 39 000 4.00% 39,725 32,884 37,500 32,423 39,000 TOTAL COMMODITIES 4.00% CAPITAL OUTLAY 611100 Equipment 14,867 63,566 94,000 15,763 71,836 - 23.58% 731701 Transfer to VERF N/A 14,867 63,566 94,000 15,763 71,836 TOTAL CAPITAL OUTLAY - 23.58% OTHER 1 TOTAL OTHER 0 0 0 0 0 N/A DEPARTMENT TOTAL 1 2,668,632 1 2,713,604 1 3,084,320 1 2,879,629 1 3,225,961 1 4.59% 51 171439- BUDGET REQUEST - FY 2003 -2004 ENHANCED 911 FUND OTHER SERVICES 521110 Repairs & Maint. Building 521120 Repairs & Maint. Equipment 521240 Travel (Training) 521410 Telecommunication TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531781 Other Contractual 531784 Equipment Maintenance TOTAL CONTRACTUAL COMMODITIES 542410 Miscellaneous TOTAL COMMODITIES OTHER 612600 Equipment 731700 Transfer to VERF TOTAL OTHER DIVISION TOTAL ACTUAL I ACTUAL I BUDGET EST EXPEND BUDGET 1 % CHG BUDG CODE/LINE ITEM FY 00101 FY 01/02 1 FY 02/03 FY 02/03 FY 03/04 1 FY03 ->FY04 OTHER SERVICES 521110 Repairs & Maint. Building 521120 Repairs & Maint. Equipment 521240 Travel (Training) 521410 Telecommunication TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531781 Other Contractual 531784 Equipment Maintenance TOTAL CONTRACTUAL COMMODITIES 542410 Miscellaneous TOTAL COMMODITIES OTHER 612600 Equipment 731700 Transfer to VERF TOTAL OTHER DIVISION TOTAL 39,096 1 36,363 1 43,000 0 5,540 0 6,932 12,472 32,055 0 10,000 0 8,500 18,500 43,000 75,000 18,000 37,936 1 23,367 1 97,790 46,356 398,225 0 0 0 0 24,333 37,936 1 23,367 97,790 46,356 1 422,558 WN N/A 0.00% N/A 6.25% 2.78% 0.00% 0.00% 0.00% N/A N/A 307.22% N/A 332.11% 139.13% 0 0 0 4,668 4,220 10,000 117 152 0 9,983 4,558 8,000 14,7681 8,9301 18,000 39,096 1 36,363 1 43,000 0 5,540 0 6,932 12,472 32,055 0 10,000 0 8,500 18,500 43,000 75,000 18,000 37,936 1 23,367 1 97,790 46,356 398,225 0 0 0 0 24,333 37,936 1 23,367 97,790 46,356 1 422,558 WN N/A 0.00% N/A 6.25% 2.78% 0.00% 0.00% 0.00% N/A N/A 307.22% N/A 332.11% 139.13% 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2003 -2004 STREET - SUMMARY CODE/LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03 ->FY04 511300 Overtime 206,164 46,697 68,180 46,030 67,980 - 0.29% PERSONNEL SERVICES 511110 Salaries - Regular 378,540 433,440 472,520 412,120 485,920 2.84% 511300 Overtime 206,164 46,697 68,180 46,030 67,980 - 0.29% 511410 Salaries - Part time 15,382 14,163 31,400 28,780 36,600 16.56% 511510 Health Insurance 71,282 70,047 92,220 93,956 102,320 10.95% 511540 Misc. Benefits 0 30 0 1,160 300 N/A 511600 Apparel 10,334 3,809 4,300 4,300 4,300 0.00% 512110 Employer FICA/IMRF 0 0 0 0 76,484 N/A 681,703 568,186 668,620 586,346 773,904 TOTAL PERSONNEL SERV. 15.75% OTHER SERVICES 521040 Equipment Rental 0 0 1,800 0 4,800 166.67% 521111 Building Repair & Maintenance 3,431 8,736 13,000 12,110 15,000 15.38% 521113 Equipment Repair & Maint. 20,610 33,970 47,200 48,670 50,000 5.93% 521210 Travel Expenses 1,338 1,461 1,700 1,600 1,700 0.00% 521220 Dues 0 370 200 100 200 0.00% 521230 Publications 0 0 100 1,060 500 400.00% 521320 Legal Notices 0 27 200 0 200 0.00% 521340 Printing 2,611 3,556 2,900 2,900 3,000 3.45% 521410 Telecommunications 3,162 4,985 8,200 8,570 7,000 - 14.63% 521420 Postage 1,687 1,242 2,800 3,300 3,200 14.29% 521640 Utility - Electric 33,018 35,787 34,000 42,666 43,000 26.47% 523110 Motor Vehicle Maintenance 108,145 81,141 80,000 70,430 85,500 6.88% 174,002 171,275 192,100 191,406 214,100 TOTAL OTHER SERVICES 11.45% CONTRACTUAL SERVICES 531530 Liability Insurance 37,187 41,441 62,000 45,000 68,000 9.68% 531680 Medical Exams 0 0 0 0 0 N/A 531730 Equipment Repair & Maint. 67,209 51,948 105,000 80,780 208,100 98.19% 531760 Tree Planting 21,209 12,821 6,000 11,180 6,000 0.00% 531770 Tree Removal 725,710 58,962 52,900 52,900 52,900 0.00% 531780 Computer Services 2,418 2,378 2,500 1,491 2,500 0.00% 531794 Other 0 0 0 0 0 N/A 853,733 167,550 228,400 191,351 337,500 TOTAL CONTRACTUAL 47.77% COMMODITIES 541900 Petroleum Products 18,921 7,748 12,900 12,610 13,400 3.88% 542410 Miscellaneous 7,613 6,712 9,200 9,110 9,800 6.52% 542800 Materials 224,579 201,387 220,000 175,778 227,400 3.36% 542900 Street Signs 0 10,957 19,700 19,700 15,000 - 23.86% 543100 Small Tools & Equipment 560 139 700 664 700 0.00% 543410 Office Supplies 554 347 500 1,100 1,000 100.00% 543420 Operating Supplies 4,414 3,146 5,400 5,330 5,700 5.56% 543430 Supplies - Repair & Maint. 8,574 4,998 8,800 6,720 6,800 - 22.73% 265,216 235,434 277,200 231,012 279,800 TOTAL COMMODITIES 0.94% CAPITAL OUTLAY 611100 Equipment 3,386 22,614 33,900 25,260 5,100 - 84.96% 611130 Office Equipment 0 0 0 0 0 N/A 731701 Transfer to VERF 100,000 100,000 130,290 130,290 125.188 -3.92% 103,386 122,614 164,190 155,550 130,288 TOTAL CAPITAL OUTLAY - 20.65% OTHER 1 TOTAL OTHER 0 1 0 1 01 01 0 N/A DEPARTMENT TOTAL 1 2,078,038 1 1,265,059 1 1,530,510 1 1,355,665 1 1,735,5921 13.40% 53 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 pavement 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 street lights 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. To update street rating. Accomplishments during 2002 -2003: Rehabilitated approximately 1.3 miles of streets throughout the Village and the library and village hall parking lots. Kept all streets in drivable condition in all seasons. Removed and disposed of 7,520 cubic yards of leaves. 54 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC WORKS DIVISION STREET DEPARTMENT Work Statistics 1999 2000 2001 2002 Cleaning Streets Swept (Miles) 2,493 2,801 3,266 3,439 Streets Swept (Cubic Yards Debris) 1,862 980 1,217 1,120 Traffic Marking Traffic Marking (Lineal Feet) 30,732 38,456 43,369 51,437 Pavement Patching Pre -Mix Patching Materials Used (Tons) 2,295 2,386 2,492 1,072 Tarring Cracks Tarring Cracks (Pounds) 14,700 14,535 14,700 25,800 Drainage Structures Catch Basins Cleaned (Number) 480 480 480 480 Street Lights and Traffic Signals Street Signs Erected or Replaced 330 350 275 397 Street Light Standards Replaced 4 1 4 3 Street Light Cable Repairs 170 181 160 140 Street Lamps Replaced 305 212 225 205 Miscellaneous Maintenance Concrete Street Patch Work (Square Yards Replaced) 155 10 39 43 Snow and Ice Control Snow and Ice Control (Man Hours) 2,310 3,608 700 1,202 Rock Salt Used (Tons) 2,240 4,105 1,200 2,465 Sand (Birds Eye) Ice Control (Tons) 529 500 500 580 Tree Removal Trees Removed (Number) 29 *297 46 42 Tree Planting Trees Planted (Number) 64 116 73 62 Weed Control Parkway Moving (Lineal Feet) 105,000 105,000 105,000 105,000 *Wind storm on May 18, 2000 55 102110- BUDGET REQUEST - FY 2003 -2004 STREET - ADMINISTRATION CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET I FY 03/04 % CHG BUDG I FY03 ->FY04 511300 Overtime 10,805 3,238 4,500 1,400 2,000 - 55.56% PERSONNEL SERVICES 511110 Salaries - Regular 86,445 103,176 93,500 73,160 97,240 4.00% 511300 Overtime 10,805 3,238 4,500 1,400 2,000 - 55.56% 511410 Salaries - Part time 5,962 6,993 6,500 7,710 7,200 10.77% 511510 Health Insurance 14,437 16,927 18,640 18,640 19,590 5.10% 511540 Misc. Benefits 0 30 0 1,160 300 N/A 511600 Apparel 10,334 3,809 4,300 4,300 4,300 0.00% 512110 Employer FICA/IMRF 01 01 0 1 01 15,306 N/A 127,983 134,173 127,440 106,370 145,936 TOTAL PERSONNEL SERV. 14.51% OTHER SERVICES 521111 Building Repair & Maintenance 2,224 7,511 10,000 10,000 12,000 20.00% 521113 Equipment Repair & Maint. 1,045 3,338 2,500 2,510 3,000 20.00% 521210 Travel Expenses 1,338 1,461 1,700 1,600 1,700 0.00% 521220 Dues 0 370 200 100 200 0.00% 521230 Publications 0 0 100 1,060 500 400.00% 521320 Legal Notices 0 27 200 0 200 0.00% 521340 Printing 2,611 3,556 2,900 2,900 3,000 3.45% 521410 Telecommunications 2,730 4,605 7,700 8,160 6,500 - 15.58% 521420 Postage 1,687 1,242 2,800 3,300 3,200 14.29% 521640 Utility - Electric 0 0 0 2,896 4,000 N/A 523110 Motor Vehicle Maintenance 4,610 1 7,076 1 5,100 1 5,700 1 6,000 17.65% 16,245 29,186 33,200 38,226 40,300 TOTAL OTHER SERVICES 21.39% CONTRACTUAL SERVICES 531530 Liability Insurance 37,187 41,441 62,000 45,000 68,000 9.68% 531680 Medical Exams 0 0 0 0 0 N/A 531730 Equipment Repair & Maint. 4,213 5,904 7,500 8,460 9,400 25.33% 531780 Computer Services 2,418 2,378 2,500 1,491 2,500 0.00% 531794 Other 01 0 1 0 1 0 1 0 N/A 43,818 49,723 72,000 54,951 79,900 TOTAL CONTRACTUAL 10.97% COMMODITIES 541900 Petroleum Products 1,397 1,237 1,500 1,300 1,600 6.67% 542410 Miscellaneous 4,659 5,583 7,700 7,110 7,800 1.30% 542800 Materials 0 0 0 168 0 N/A 543100 Small Tools & Equipment 0 0 0 54 0 N/A 543410 Office Supplies 554 347 500 1,100 1,000 100.00% 543420 Operating Supplies 2,693 2,173 3,100 2,710 3,100 0.00% 543430 Supplies - Repair & Maint. 5,336 1 1,763 1 5,000 1 3,110 1 3,000 - 40.00% 14,638 11,103 17,800 15,552 16,500 TOTAL COMMODITIES -7.30% CAPITAL OUTLAY 611100 Equipment 1,751 2,585 13,400 8,160 0 - 100.00% 611130 Office Equipment 0 0 0 0 0 N/A 731701 Transfer to VERF 100,000 100,000 130,290 130,290 125,188 - 3.92% 101,751 102,585 143,690 138,450 1 125,188 TOTAL CAPITAL OUTLAY - 12.88% OTHER 01 01 0 1 01 0 TOTAL OTHER N/A DEPARTMENT TOTAL 1 304,435 1 326,770 1 394,130 1 353.5491 407,824 1 3.47% 56 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 IM9441- BUDGET REQUEST - FY 2003 -2004 STREET - MAINTENANCE CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03 -FY04 511300 Overtime 11,666 18,102 19,220 18,110 20,000 4.06% PERSONNEL SERVICES 511110 Salaries - Regular 185,463 258,691 280,530 265,450 291,750 4.00% 511300 Overtime 11,666 18,102 19,220 18,110 20,000 4.06% 511410 Salaries - Part time 1,641 6,722 8,200 8,200 8,200 0.00% 511510 Health Insurance 29,472 43,015 53,550 56,733 61,690 15.20% 511540 Misc. Benefits 0 0 0 0 0 N/A 511600 Apparel 0 0 0 0 0 N/A 512110 Employer FICA/IMRF 01 0 1 0 1 01 45,921 N/A 228,242 326,530 361,500 348,493 427,561 TOTAL PERSONNEL SERV. 18.27% OTHER SERVICES 521040 Equipment Rental 0 0 800 0 800 0.00% 521120 Equipment Repair & Maint. 7,363 12,293 13,500 16,110 16,000 18.52% 521640 Utility - Electric 33,018 35,787 34,000 39,770 39,000 14.71% 523110 Motor Vehicle Maintenance 14,753 35,135 1 27,600 1 37,1101 36.000 30.43% 55,133 83,215 75,900 92,990 91,800 TOTAL OTHER SERVICES 20.95% CONTRACTUAL SERVICES 531730 Equipment Repair & Maint. 36,503 31,902 65,500 51,110 164,700 151.45% 531794 Other 0 0 0 0 0 N/A 36,503 31,902 65,500 51,110 164,700 TOTAL CONTRACTUAL 151.45% COMMODITIES 541900 Petroleum Products 4,211 3,599 5,300 5,110 5,400 1.89% 542410 Miscellaneous 2,954 1,129 1,500 2,000 2,000 33.33% 542800 Materials 102,352 129,146 122,800 82,820 128,800 4.89% 542900 Street Signs 0 10,957 19,700 19,700 15,000 - 23.86% 543100 Small Tools & Equipment 560 139 700 610 700 0.00% 543420 Operating Supplies 0 0 0 800 0 N/A 543430 Supplies - Repair & Maint. 787 1 1,262 1,600 1,310 1,600 0.00% 110,864 146,232 151,600 112,350 153,500 TOTAL COMMODITIES 1.25% CAPITAL OUTLAY 611100 Equipment 567 20,029 19,000 15,230 0 - 100.00% 731701 Transfer to VERF 0 0 0 0 0 N/A 567 20,029 19,000 1 5,230 0 TOTAL CAPITAL OUTLAY - 100.00% OTHER 01 01 01 01 0 TOTAL OTHER N/A DEPARTMENT TOTAL 1 431,308 1 607,908 1 673,500 1 620,1731 837,561 1 24.36% 57 102112- BUDGET REQUEST - FY 2003 -2004 STREET - SNOW & ICE CONTROL CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01102 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03-�FY04 511300 Overtime 68,549 22,977 42,000 25,110 43,680 4.00% PERSONNEL SERVICES 511110 Salaries - Regular 63,878 25,837 46,990 30,110 48,870 4.00% 511300 Overtime 68,549 22,977 42,000 25,110 43,680 4.00% 511410 Salaries - Part time 0 0 0 3,000 4,000 N/A 511510 Health Insurance 9,032 4,072 7,550 7,550 7,930 5.03% 512110 Employer FICA/IMRF 0 0 0 0 7,692 N/A 141,460 52,886 96,540 65,770 112,172 TOTAL PERSONNEL SERV. 16.19% OTHER SERVICES 521040 Equipment Rental 0 0 1,000 0 4,000 300.00% 521120 Equipment Repair & Maint. 6,456 15,126 27,000 25,110 25,000 -7.41% 523110 Motor Vehicle Maintenance 59,915 35,006 43,800.- 24,110 40,000 -8.68% 66,371 50,132 71,800 49,220 69,000 TOTAL OTHER SERVICES - 3.90% CONTRACTUAL SERVICES 531730 Equipment Repair & Maint. 13,450 0 15,000 0 15,000 0.00% 531794 Other 0 0 0 0 0 N/A 13,450 0 15,000 0 15,000 TOTAL CONTRACTUAL 0.00% COMMODITIES 541900 Petroleum Products 6,741 2,201 5,000 5,000 5,200 4.00% 542800 Materials 113,785 66,320 91,000 89,110 94,000 3.30% 543420 Operating Supplies 460 128 1,800 1,000 1,800 0.00% 543430 Supplies - Repair & Maint. 1,017 999 1,7001 1 200 1 1200 -29.41% 122,003 69,648 99,500 96,310 102,200 TOTAL COMMODITIES 2.71% CAPITAL OUTLAY 611100 Equipment 0 0 0 0 3,400 N/A 731701 Transfer to VERF 0 0 0 0 0 N/A 0 0 0 0 3,400 TOTAL CAPITAL OUTLAY N/A OTHER TOTAL OTHER 0 0 0 0 0 N/A DEPARTMENT TOTAL 6.69% 343,284 1 172,666 282,840 211,3001 301,7721 58 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 4 A94 41_ BUDGET REQUEST - FY 2003 -2004 STRFFT - FARFSTRY CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03 ->FY04 511300 Overtime 114,982 2,312 2,260 1,410 2,300 1.77% PERSONNEL SERVICES 511110 Salaries - Regular 35,030 37,125 41,400 43,400 43,060 4.01% 511300 Overtime 114,982 2,312 2,260 1,410 2,300 1.77% 511410 Salaries - Part time 1,160 448 10,500 9,870 11,000 4.76% 511510 Health Insurance 17,303 4,631 10,890 10,890 11,440 5.05% 512110 Employer FICA/IMRF 0 1 01 01 01 6,778 N/A 168,474 44,516 65,050 65,570 74,578 TOTAL PERSONNEL SERV. 14.65% OTHER SERVICES 521110 Building Repair & Maint. 0 0 0 0 0 N/A 521120 Equipment Repair & Maint. 5,379 2,214 3,200 4,940 5,000 56.25% 523110 Motor Vehicle Maintenance 28,867 1 3,924 1 3,500 1 3,510 1 3,500 0.00% 34,246 6,138 6,700 8,450 8,500 TOTAL OTHER SERVICES 26.87% CONTRACTUAL SERVICES 531730 Equipment Repair & Maint. 0 0 3,000 1,100 0 - 100.00% 531760 Tree Planting 21,209 12,821 6,000 11,180 6,000 0.00% 531770 Tree Removal 725.710 58,962 52,900 52,900 1 52,900 0.00% 746,919 71,783 61,900 65,180 58,900 TOTAL CONTRACTUAL - 4.85% COMMODITIES 541900 Petroleum Products 6,572 711 1,100 1,200 1,200 9.09% 542800 Materials 2,843 197 400 670 600 50.00% 543430 Supplies - Repair & Maint. 0 0 0 0 0 N/A 9,415 908 1,500 1,870 1,800 TOTAL COMMODITIES 20.00% CAPITAL OUTLAY 611100 Equipment 1,068 0 1,500 1,870 1,700 13.33% 731701 Transfer to VERF 0 0 0 0 0 N/A 1,068 0 1 1,500 1,870 1,700 TOTAL CAPITAL OUTLAY 13.33% OTHER 01 0 1 0 1 0 1 0 TOTAL OTHER N/A DEPARTMENT TOTAL 1 960,122 1 123,3451 136,650 1 142,940 1 145,478 1 6.46% 59 BUDGET REQUEST - FY 2003 -2004 102114- STREET - TRAIN STATION MAINTENANCE CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03 -4FY04 511300 Overtime 162 68 200 0 0 - 100.00% PERSONNEL SERVICES 511110 Salaries - Regular 7,725 8,611 10,100 0 5,000 - 50.50% 511300 Overtime 162 68 200 0 0 - 100.00% 511410 Salaries - Part time 6,619 0 6,200 0 6,200 0.00% 511510 Health Insurance 1,037 1,402 1,590 143 1,670 5.03% 512110 Employer FICA/IMRF 0 0 0 . 0 787 N/A 15,545 10,081 18,090 143 13,657 TOTAL PERSONNEL SERV. - 24.51% OTHER SERVICES 521110 Building Repair & Maint. 1,207 1,225 3,000 2,110 3,000 0.00% 521120 Equipment Repair & Maint. 368 999 1,000 0 1,000 0.00% 521430 Communications 432 380 500 410 500 0.00% 2,007 2,604 4,500 2,520 4,500 TOTAL OTHER SERVICES 0.00% CONTRACTUAL SERVICES 1 531730 Equipment Repair & Maint. 13.042 14,142 14,000 20,110 19,000 35.71% 13,042 14,142 14,000 20,110 19,000 TOTAL CONTRACTUAL 35.71% COMMODITIES 542800 Materials 5,600 5,724 5,800 3,010 4,000 - 31.03% 543420 Supplies - Operating 1,261 845 500 820 800 60.00% 543430 Supplies - Repair & Maint. 1,434 974 500 1,100 1,000 100.00% 8,296 7,543 1 6,800 1 4,930 5,800 TOTAL COMMODITIES - 14.71% CAPITAL OUTLAY 0 0 0 0 0 TOTAL CAPITAL OUTLAY N/A OTHER 0 1 01 01 01 01 TOTAL OTHER N/A DEPARTMENT TOTAL 1 38,8891 34,370 1 43,3901 27,703 1 42,957 1 -1.00% •1 1 1 1 1 1 1 1 1 1 1 1 1 I 1 1 1 1 1 1 BUDGET REQUEST - FY 2003 -2004 SEWER- SUMMARY ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00 101 FY 01/02 FY 02/03 FY 02/03 FY 03/04 FY03-+FY04 PERSONNEL SERVICES 511110 Salaries - Regular 739,859 728,840 876,390 857,970 938,230 7.06% 511300 Overtime 30,811 36,900 37,730 31,680 40,600 7.61% 511410 Salaries - Part time 21,372 18,409 19,800 23,010 22,360 12.93% 511510 Health Insurance 122,184 125,049 171,170 177,007 189,060 10.45% 511540 Misc. Benefits 0 30 0 0 300 N/A 511600 Apparel 9,095 6,752 7,700 7,920 7,700 0.00% 512110 Employer FICA/IMRF 0 0 0 0 147,677 N/A 923,321 915,980 1,112,790 1,097,587 1,345,927 TOTAL PERSONNEL SERV. 20.95% OTHER SERVICES 521040 Equipment Rental 1,600 1,077 8,000 0 18,500 131.25% 521111 Building Repair & Maintenance 811 2,549 25,000 26,220 25,000 0.00% 521113 Equipment Repair & Maint. 75,199 231,374 467,800 214,900 844,000 80.42% 521210 Travel Expenses 2,058 3,130 4,800 3,000 5,900 22.92% 521230 Publications 877 859 700 290 700 0.00% 521340 Printing 200 468 5,400 950 4,200 - 22.22% 521410 Telecommunications 9,016 14,539 17,210 13,650 16,400 -4.71% 521420 Postage 2,312 2,433 2,700 2,810 2,700 0.00% 521640 Utility - Electric 177,130 206,867 180,000 180,000 180,000 0.00% 521650 Utility - Gas 32,848 25,272 36,000 26,110 36,000 0.00% 521660 Utility - Water 7,094 8,561 8,000 8,210 9,000 12.50% 522170 Occupancy 20,000 20,000 20,800 0 0 - 100.00% 523110 Motor Vehicle Maintenance 33,556 35,104 32,000 29,440 36,000 12.50% 362,701 552,233 808,410 505,580 1,178,400 TOTAL OTHER SERVICES 45.77% CONTRACTUAL SERVICES 531530 Liability Insurance 52,919 49,781 84,000 67,862 92,200 9.76% 531630 Prof. Services - Engineering 0 3,500 25,000 27,040 100,000 300.00% 531680 Medical Exams 0 0 200 0 200 0.00% 531730 Equipment Repair & Maint. 8,965 71,556 52,800 50,550 84,800 60.61% 531780 Computer Services 2,435 902 2,600 1,430 2,600 0.00% 531794 Other 0 131,259 80,000 80,000 80,000 0.00% 64,319 256,998 244,600 226,882 359,800 TOTAL CONTRACTUAL 47.10% COMMODITIES 541900 Petroleum Products 12,176 14,641 16,100 15,878 18,500 14.91% 542410 Miscellaneous 7,355 46,541 8,500 5,770 8,500 0.00% 542600 Chlorine 0 2,856 4,000 2,900 4,000 0.00% 542700 Materials /Aggregates 83,840 95,739 99,400 99,271 109,900 10.56% 543100 Small Tools /Equipment 211 78 1,800 1,330 1,800 0.00% 543410 Office Supplies 894 997 900' 770 1,000 11.11% 543420 Operating Supplies 12,778 31,653 18,000 20,730 21,200 17.78% 543430 Supplies - Repair & Maint. 32,030 15,179 29,000 23,220 29,000 0.00% 543440 Supplies - Chemicals 43,171 50,440 52,000 46,210 52,000 0.00% 192,456 258,124 229,700 216,079 245,900 TOTAL COMMODITIES 7.05% CAPITAL OUTLAY 611100 Equipment 2,689 8,749 59,100 10,802 13,600 - 76.99% 731701 Transfer to VERF 27,000 33,000 39,250 39,250 44 155 12.50% 29,689 41,749 98,350 50,052 57,755 TOTAL CAPITAL OUTLAY 41.28% OTHER 41,178 26,387 0 1 0 0 TOTAL OTHER 41,178 26,387 0 0 0 N/A DIVISION TOTAL 1 1,613,664 1 2,051,471 1 2,493,850 1 2,096,180 1 3,187,782 1 27.83% 61 PUBLIC WORKS DIVISION SEWER DEPARTMENT 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 J.U.L.I.E. (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, four lift stations, and various emergency generators. To maintain a laboratory facility to assure quality control. The Village of Deerfield is one of the few municipalities to operate its own wastewater reclamation facility. The wastewater reclamation facility 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 stormwater 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. The 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 seven full -time employees: a foreman, a lab director, four operators, and one maintenance man. Many of these employees hold various EPA certification levels. The following protects will be implemented in the 2003 -04 fiscal year: Reline approximately 1200 lineal feet of sewers. Replace the aeration blower equipment at the WRF. Replace the floating cover on the anaerobic digester #2 at the WRF. Replace the emergency transfer switch at the WRF. 62 1 r 1 1 1 1 J 1 1 J 1 1 1 1 1 1 1 ' Replace the power transfer switches at the East Side Lift Station. Replace three check valves at the East Side Life Station. ' Replace four check valves for settled sewage. ' Accomplishments during fiscal year 2002 -2003 included: Responded to more than 251 service calls for assistance on private sewer and drainage ' problems. Televised 28,700 feet of sewer. ' Reline approximately 1200 feet of sewer. Modified excess flow facilities at the WRF to improve storm water pumping capabilities. ' Tuck pointed digesters #1 and #2 at the WRF and the East Side Lift Station. ' Replaced grit separator at the WRF. 1 1 1 1 1 1 1 1 1 63 PUBLIC WORKS DIVISION SEWER DEPARTMENT Work Statistics Cleanina and Maintenance Sanitary Sewer Stoppages Sanitary Sewer Cleaned (in feet) Sanitary Excavation Openings Sanitary Infiltrations Found Sanitary Manholes Rebuilt Sanitary Sewers TV'd (in feet) Sump Pump Inspections Homes Dye or Smoke Tested Construction Storm Sewers Cleaned Inlets Cleaned Storm Excavation Openings Storm Infiltrations Found Storm Structures Reconstructed Storm Sewers TV'd Street Inlet Covers Replaced New Storm Sewers or Laterals Installed (in feet) Inlets Dye or Smoke Tested 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.) 1999 2000 2001 2002 12 17 19 14 227,690 210,760 191,635 175,925 4 13 9 14 4 8 6 19 5 2 4 11 18,040 12,964 18,700 17,277 45 12 57 63 149 152 240 112 64 71,150 50,235 38,425 30,625 92 64 78 88 14 25 19 32 2 5 9 16 13 5 6 18 5,148 10,210 6,755 11,424 2 3 6 14 240 665 790 547 2 16 22 49 1,224 1,182 1,344 1,133 4,876 5,124 5,184 5,333 24,264 29,302 35,762 26,735 54 85 69 90 65 74 77 82 1,836 1,923 2,064 1,983 1 1 1 i i i i i i i i i 21232R- BUDGET REQUEST - FY 2003 -2004 SEWER - ADMINISTRATION CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03 ->FY04 511300 Overtime 3,989 2,939 4,000 510 4,000 0.00% PERSONNEL SERVICES 511110 Salaries - Regular 101,926 85,279 118,380 123,870 149,900 26.63% 511300 Overtime 3,989 2,939 4,000 510 4,000 0.00% 511410 Salaries - Part time 5,962 6,872 6,500 7,470 6,760 4.00% 511510 Health Insurance 18,394 16,855 23,840 21,584 25,040 5.03% 511540 Misc. Benefits 30 0 0 300 N/A 511600 Apparel 3,446 2,646 3,200 3,110 3,200 0.00% 512110 Employer FICA/IMRF 0 1 0 1 01 01 23,594 N/A 133,716 114,621 155,920 156,544 212,794 TOTAL PERSONNEL SERV. 36.48% OTHER SERVICES 521111 Building Repair & Maintenance 300 1,747 5,000 4,010 5,000 0.00% 521113 Equipment Repair & Maint. 189 0 1,000 0 1,000 0.00% 521210 Travel Expenses 106 0 400 0 400 0.00% 521230 Publications 0 110 200 0 200 0.00% 521340 Printing 179 306 5,200 810 4,000 - 23.08% 521410 Telecommunications 1,758 4,272 5,310 3,540 4,500 - 15.25% 521420 Postage 2,312 2,433 2,700 2,810 2,700 0.00% 522170 Occupancy 20,000 20,000 20,800 0 0 - 100.00% 523110 Motor Vehicle Maintenance 1,566 1 4,099 1 3,000 1 1,710 1 3.000 0.00% 26,410 32,967 43,610 12,880 20,800 TOTAL OTHER SERVICES - 52.30% CONTRACTUAL SERVICES 531530 Liability Insurance 52,919 49,781 84,000 67,862 92,200 9.76% 531630 Prof. Services - Engineering 0 0 20,000 20,000 20,000 0.00% 531680 Medical Exams 0 0 200 0 200 0.00% 531730 Equipment Repair & Maint. 1,890 2,963 8,300 7,110 8,300 0.00% 531780 Computer Services 1,877 324 2,000 1,330 2,000 0.00% 531794 Other 0 1 0 1 0 1 0 1 0 N/A 56,686 53,068 114,500 96,302 122,700 TOTAL CONTRACTUAL 7.16% COMMODITIES 541900 Petroleum Products 1,671 1,504 1,600 1,718 1,800 12.50% 542410 Miscellaneous 1,329 1,700 2,000 1,160 2,000 0.00% 543410 Office Supplies 423 236 400 240 400 0.00% 543420 Operating Supplies 392 661 1,000 410 1,000 0.00% 543430 Supplies - Repair & Maint. 0 1 0 1 0 1 0 1 0 N/A 3,815 4,101 5,000 3,528 5,200 TOTAL COMMODITIES 4.00% CAPITAL OUTLAY 611100 Equipment 0 0 0 0 0 N/A 731701 Transfer to VERF 27.000 27,000 31,750 31,750 35.147 10.70% 27,000 27,000 31,750 31,750 35,147 TOTAL CAPITAL OUTLAY 10.70% OTHER 0 0 1 0 1 0 0 TOTAL OTHER N/A DIVISION TOTAL 13.07% 247,627 1 231,757 1 350,780 1 301,004 1 396,641 65 BUDGET REQUEST - FY 2003 -2004 212329- SEWER - CLEANING & MAINTENANCE CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 2F�Y UDGET 03/04 % CHG BUDG FY03 -+FY04 511300 Overtime 8,973 11,757 9,000 11,100 12,000 33.33% PERSONNEL SERVICES 511110 Salaries - Regular 73,665 105,445 109,030 106,640 113,390 4.00% 511300 Overtime 8,973 11,757 9,000 11,100 12,000 33.33% 511410 Salaries - Part time 6,562 7,038 3,600 2,500 3,600 0.00% 511510 Health Insurance 11,594 16,939 19,420 21,154 22,070 13.65% 512110 Employer FICA/IMRF 0 0 0 0 17.848 N/A 100,794 141,179 141,050 141,394 168,908 TOTAL PERSONNEL SERV. 19.75% OTHER SERVICES 521040 Equipment Rental 0 1,000 1,000 0 4,000 300.00% 521120 Equipment Repair & Maint. 583 6,148 9,000 5,110 9,000 0.00% 523110 Motor Vehicle Maintenance 8,100 14,654 12,000 7,110 12.000 1 0.00% 8,683 21,802 22,000 12,220 25,000 TOTAL OTHER SERVICES 13.64% CONTRACTUAL SERVICES 531630 Prof. Engineering Services 0 0 0 0 0 N/A 531730 Equipment Repair & Maint. 3,275 5,425 22,000 20,940 24.000 9.09% 3,275 5,425 22,000 20,940 24,000 TOTAL CONTRACTUAL 9.09% COMMODITIES 541900 Petroleum Products 993 964 1,500 850 1,600 6.67% 542410 Miscellaneous 1,222 2,514 2,500 500 2,500 0.00% 542700 Materials /Aggregates 3,364 11,610 14,900 11,650 14,900 0.00% 543100 Small Tools /Equipment 97 0 600 420 600 0.00% 543420 Operating Supplies 4,206 11,230 7,000 6,100 7,000 0.00% 543430 Supplies - Repair & Mainten. 12,823 1 8,678 1 10,000 1 9,110 1 10.000 0.00% 22,705 34,996 36,500 28,630 36,600 TOTAL COMMODITIES 0.27% CAPITAL OUTLAY 611100 Equipment 0 2,886 51,300 3,292 5,400 - 89.47% 731701 Transfer to VERF 0 0 0 0 0 N/A 0 2,886 1 51,300 1 3,292 5,400 TOTAL CAPITAL OUTLAY - 89.47% OTHER 0 902 0 0 1 0 TOTAL OTHER 0 (902)1 01 01 0 N/A DIVISION TOTAL 1 135,4571 205,386 1 272,8501 206,4761 259,908 1 -4.74% .. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 -11zzn_ BUDGET REQUEST - FY 2003 -2004 SFWFR - CONSTRUCTION PERSONNEL SERVICES ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 I FY 01/02 FY 02/03 FY 02/03 FY 03/04 FY03 -FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 511600 Apparel 512110 Employer FICA/IMRF 17,396 TOTALPERSONNEL SERV OTHER SERVICES 521040 Equipment Rental 521113 Equipment Repair & Maint. 523110 Motor Vehicle Maintenance 0 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531730 Equipment Repair & Maint. 531794 Other 01 TOTAL CONTRACTUAL COMMODITIES 20,824 541900 Petroleum Products 542700 Materials /Aggregates 543100 Small Tools /Equipment 543420 Operating Supplies 543430 Supplies - Repair & Maint. 3,227 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 731701 Transfer to VERF 9 000 TOTAL CAPITAL OUTLAY OTHER 16,109 14,267 TOTAL OTHER 21,780 DIVISION TOTAL 96,490 95,506 127,210 115,550 132,300 1,676 4,793 3,000 3,060 3,600 4,578 320 2,000 5,520 4,000 17,396 14,831 24,060 25,737 27,970 0 0 0 0 0 0 0 0 0 0 0 1 01 0 1 01 20,824 120,140 115,450 156,270 149,867 188,694 0 0 5,000 0 5,000 3,227 5,232 4,000 10,310 11,000 12,881 9,035 9 000 11,4701 12,000 16,109 14,267 18,000 21,780 28,000 3,800 8,042 14,000 14,000 14,000 0 131,25 80.000 80,000 80 000 3,800 139,301 94,000 94,000 94,000 5,211 4,158 4,000 4,310 4,100 61,076 63,433 54,000 58,411 65,000 0 61 200 200 200 0 956 1,000 1,110 1,200 0 01 0 1 0 1 0 66,288 68,608 59,200 1 64,031 70,500 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 206,336 1 337,626 1 327,470 1 329,678 1 381,194 67 4.00% 20.00% 100.00% 16.25% N/A N/A N/A 20.75% 0.00% 175.00% 33.33% 55.56% 0.00% 0.00% 0.00% 2.50% 20.37% 0.00% 20.00% N/A 19.09% N/A N/A N/A N/A 16.411% 212331- BUDGET REQUEST - FY 2003 -2004 SEWER - TREATMENT PLANT CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03 -FY04 511300 Overtime 16,174 17,411 21,730 17,010 21,000 - 3.36% PERSONNEL SERVICES 511110 Salaries - Regular 467,778 442,610 521,770 511,910 542,640 4.00% 511300 Overtime 16,174 17,411 21,730 17,010 21,000 - 3.36% 511410 Salaries - Part time 4,270 4,179 7,700 7,520 8,000 3.90% 511510 Health Insurance 74,800 76,424 103,850 108,532 113,980 9.75% 511600 Apparel 5,649 4,106 4,500 4,810 4,500 0.00% 512110 Employer FICA/IMRF 01 0 1 01 0 1 85.412 NIA 568,671 544,730 659,550 649,782 775,532 TOTAL PERSONNEL SERV. 17.58% OTHER SERVICES 521040 Equipment Rental 1,600 77 2,000 0 9,500 375.00% 521111 Building Repair & Maintenance 511 802 20,000 22,210 20,000 0.00% 521113 Equipment Repair & Maint. 71,199 219,994 453,800 199,480 823,000 81.36% 521210 Travel Expenses 1,952 3,130 4,400 3,000 5,500 25.00% 521230 Publications 877 749 500 290 500 0.00% 521340 Printing 21 162 200 140 200 0.00% 521410 Telecommunications 7,258 10,267 11,900 10,110 11,900 0.00% 521640 Utility - Electric 177,130 206,867 180,000 180,000 180,000 0.00% 521650 Utility - Gas 32,848 25,272 36,000 26,110 36,000 0.00% 521660 Utility - Water 7,094 8,561 8,000 8,210 9,000 12.50% 523110 Motor Vehicle Maintenance 11,010 1 7,316 1 8,000 1 9,150 1 9,000 12.50% 311,499 483,197 724,800 458,700 1,104,600 TOTAL OTHER SERVICES 52.40% CONTRACTUAL SERVICES 531630 Prof. Services - Engineering 0 3,500 5,000 7,040 80,000 1500.00% 531730 Equipment Repair & Maint. 0 55,126 8,500 8,500 38,500 352.94% 531780 Computer Services 558 578 600 100 600 0.00% 531794 Other 0 01 0 1 01 0 N/A 558 59,204 14,100 15,640 119,100 TOTAL CONTRACTUAL 744.68% COMMODITIES 541900 Petroleum Products 4,301 8,015 9,000 9,000 11,000 22.22% 542410 Miscellaneous 4,804 42,327 4,000 4,110 4,000 0.00% 542600 Chlorine 0 2,856 4,000 2,900 4,000 0.00% 542700 Materials /Aggregates 19,400 20,696 30,500 29,210 30,000 -1.64% 543100 Small Tools /Equipment 114 17 1,000 710 1,000 0.00% 543410 Office Supplies 471 761 500 530 600 20.00% 543420 Operating Supplies 8,180 18,806 9,000 13,110 12,000 33.33% 543400 Supplies - Repair & Maint. 19,207 6,501 19,000 14,110 19,000 0.00% 543440 Supplies - Chemicals 43,171 1 50,440 1 52,0001 46,2101 52,000 0.00% 99,648 150,419 129,000 119,890 133,600 TOTAL COMMODITIES 3.57% CAPITAL OUTLAY 611100 Equipment 2,689 5,863 7,800 7,510 8,200 5.13% 731701 Transfer to VERF 0 6,000 7,500 7,500 9.008 20.11% 2,689 11,863 15,300 15,010 17,208 TOTAL CAPITAL OUTLAY 12.47% OTHER 41,1 27 289 0 0 0 41,1781 27,289 1 01 01 0 TOTAL OTHER N/A DIVISION TOTAL 1 1,024,243 1 1,276,702 1 1,542,750 1 1,259,022 1 2,150,040 1 39.36% 68 1 1 1 1 1 1 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, 4 20 -yard self loading leaf vacuum trailers, 3 air compressors, 4 salt spreaders, 4 generators, 5 lawn mowers, 6 chain saws, 4 trailers and 2 water jets. 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. ' The foreman acts in an advisory capacity, writing specifications for the purchase of new vehicles, equipment, and replacement parts. ' The garage personnel maintain the Public Works building and equipment. This includes the physical plant such as heaters, furnaces, one generator, doors, compressors, air conditioning equipment, and wash bay equipment. ' Accomplishments during 2002 -2003: 1 1 1 1 1 1 1 1 Supervised the bidding and purchase of: 2 Chevy Blazers 2 Chevy pick up trucks 1 walk -in aluminum van 1 front end loader 1 Bombardier sidewalk plow 1 Bobcat loader 1 69 BUDGET REQUEST - FY 2003 -2004 232732- GARAGE (MOTOR VEHICLE MAINTENANCE) CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01102 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 °h CHG BUDG FY03 ->FY04 511300 Overtime 11,738 7,691 9,200 7,910 9,200 0.00% PERSONNEL SERVICES 511110 Salaries - Regular 137,721 136,291 133,300 153,420 161,100 20.86% 511300 Overtime 11,738 7,691 9,200 7,910 9,200 0.00% 511510 Health Insurance 20,342 21,006 28,460 28,076 29,760 4.57% 511600 Apparel 1,272 959 1,000 950 1,000 0.00% 512110 Employer FICA/IMRF 0 0 0 0 25,357 N/A 171,074 165,947 171,960 190,356 226,417 TOTAL PERSONNEL SERV. 31.67% OTHER SERVICES 521113 Equipment Repair & Maint. 5,987 536 5,000 2,110 5,000 0.00% 521210 Travel Expenses 8 21 400 30 600 50.00% 521340 Printing 0 385 400 400 400 0.00% 521410 Telecommunications 679 1,493 1,500 1,690 2,400 60.00% 521660 Utility - Water 1,053 1,908 1,600 1,510 1,900 18.75% 523110 Motor Vehicle Maintenance 0 0 01 0 0 N/A 7,727 4,343 8,900 5,740 10,300 TOTAL OTHER SERVICES 15.73% CONTRACTUAL SERVICES 531530 Liability Insurance 4,606 4,901 6,900 5,765 6,900 0.00% 531794 Other N/A 4,606 4,901 6,900 5,765 6,900 TOTAL CONTRACTUAL 0.00% COMMODITIES 541900 Petroleum Products 737 626 700 610 700 0.00% 542410 Miscellaneous 665 880 900 910 900 0.00% 542700 Materials /Aggregates 0 0 200 80 200 0.00% 543100 Small Tools /Equipment 2,273 1,854 2,500 2,500 2,500 0.00% 543420 Operating Supplies 0 (4,383) 100 300 300 200.00% 543400 Supplies - Repair & Maint. 61,475 61,078, 62,000, 62,000 65,100 5.00% 65,151 60,055 66,400 66,400 69,700 TOTAL COMMODITIES 4.97% CAPITAL OUTLAY 611100 Equipment 5,836 869 2,000 2,000 0 - 100.00% 731701 Transfer to VERF 2,000 2,000 2,310 2,130 2 375 2.81% 7,836 2,869 1 4,310 4,130 2,375 TOTAL CAPITAL OUTLAY - 44.90% OTHER 01 01 01 01 0 TOTAL OTHER N/A DIVISION TOTAL 1 256,393 1 238,115 1 258,470 1 272,391 1 315,692 1 22.14% 70 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2003 -2004 DIVISION TOTAL 1 3,049,501 1 7,524,270 1 4,973,800 1 4,858,584 1 5,000,641 1 0.54% 71 WATER - SUMMARY ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE/LINE ITEM FY 00 101 FY 01/02 FY 02/03 FY 02/03 FY 03/04 FY03 ->FY04 PERSONNEL SERVICES 511110 Salaries - Regular 400,415 449,067 530,430 453,630 589,850 11.20% 511300 Overtime 65,270 45,826 65,730 60,600 65,200 - 0.81% 511410 Salaries - Part time 11,396 16,120 17,800 14,580 18,100 1.69% 511510 Health Insurance 61,683 66,525 83,440 93,060 100,120 19.99% 511540 Misc. Benefits 0 30 0 0 200 N/A 511600 Apparel 4,153 3,954 4,000 4,010 4,000 0.00% 512110 Employer FICA/IMRF 0 0 0 0 92,976 N/A 542,917 581,522 701,400 625,880 870,446 TOTAL PERSONNEL SERV. 24.10% OTHER SERVICES 521040 Equipment Rental 99 0 1,000 410 4,000 300.00% 521111 Building Repair & Maintenance 300 2,864 6,900 5,000 6,900 0.00% 521120 Equipment Repair & Maint. 7,719 5,709 21,900 13,010 21,800 -0.46% 521130 Repairs /Mainten. Structure 0 0 1,400 1,400 1,400 0.00% 521210 Travel Expenses 129 0 1,500 50 1,500 0.00% 521220 Dues 0 0 100 0 100 0.00% 521230 Publications 270 0 200 0 200 0.00% 521340 Printing 3,004 3,098 11,100 2,710 6,100 - 45.05% 521410 Telecommunications 9,897 15,775 14,650 12,620 12,400 - 15.36% 521420 Postage 2,362 2,495 2,800 2,500 2,900 3.57% 521640 Utility - Electric 69,480 62,961 80,000 65,000 80,000 0.00% 521650 Utility - Gas 2,626 1,262 2,200 1,410 2,200 0.00% 522170 Occupancy 20,000 20,000 20,800 0 0 - 100.00% 523110 Motor Vehicle Maintenance 31,747, 33,385 31,000 25,000 33,500 8.06% 147,633 147,549 195,550 129,110 173,000 TOTAL OTHER SERVICES - 11.53% CONTRACTUAL SERVICES 531530 Liability Insurance 51,952 46,226 53,400 55,103 57,000 6.74% 531630 Prof. Services - Engineering 0 268,735 45,000 43,000 55,000 22.22% 531680 Medical Exams 178 0 200 0 0 - 100.00% 531690 Prof. Services - Other 7,119 6,033 10,700 6,570 10,700 0.00% 531730 Equipment Repair & Maint. 38,658 45,434 59,900 53,720 761,700 1171.62% 531777 Water System Improvements 0 4,022,627 1,152,000 1,396,110 390,000 - 66.15% 531780 Computer Services 4,379 749 2,000 1,991 2,000 0.00% 531794 Other 0 0 0 0 0 N/A 102,286 4,389,804 1,323,200 1,556,494 1,276,400 TOTAL CONTRACTUAL - 3.54% COMMODITIES 541900 Petroleum Products 7,991 6,511 8,000 6,740 8,700 8.75% 542410 Miscellaneous 2,769 4,821 6,800 2,990 7,000 2.94% 542600 Chlorine 0 0 500 500 500 0.00% 542700 Materials /Aggregates 87,485 110,580 126,000 101,680 127,500 1.19% 543100 Small Tools & Equipment 739 0 900 600 900 0.00% 543200 Purchase of Water 1,808,607 1,864,971 1,950,000 1,821,110 1,950,000 0.00% 543410 Office Supplies 258 179 300 240 300 0.00% 543420 Operating Supplies 599 1,427 1,500 260 . 1,200 - 20.00% 543430 Supplies - Repair & Maint. 0 0 300 310 300 0.00% 1,908,448 1,988,489 2,094,300 1,934,430 2,096,400 TOTAL COMMODITIES 0.10% CAPITAL OUTLAY 611100 Equipment 37,299 109,170 142,700 96,020 70,400 - 50.67% 711600 Debt Service - Principal 0 0 300,000 300,000 375,000 25.00% 721700 Debt Service - Interest 210,441 197,568 185,650 185,650 101,890 - 45.12% 731701 Transfer to VERF 23.000 1 23,000.1 31,000 1 31,000 1 37,105 19.69% 270,740 329,738 1 659,350 612,670 1 584,395 TOTAL CAPITAL OUTLAY 11.37% OTHER 77477 87,168 0 0 0 77,477 1 87,168 1 01 01 0 TOTAL OTHER N/A DIVISION TOTAL 1 3,049,501 1 7,524,270 1 4,973,800 1 4,858,584 1 5,000,641 1 0.54% 71 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, testing, 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 2003 -04 budget year: Design and construct the Richfield Reservoir modifications including: Speed Motor Control modifications for pump No. 3 and replace pump No. 2. Replace water main and hydrants on Central Avenue from Wilmot to Castlewood. Accomplishments during 2002 -2003: Published and distributed a drinking water Consumer Confidence Report per the new Federal Drinking Water regulations. Responded to 68 main breaks, 14 service leaks and 2,007 Julie locate requests. Tested and flushed all 1,133 fire hydrants in the system Substantially completed construction of the Mitchell Park reservoir. Still working on minor control problems and the generator. Finished construction of the new transmission main from Highland Park to the new Mitchell Park reservoir. Constructed the North Feed Booster Pumping Station. Replaced six old two port fire hydrants with new type 3 port hydrants to help maintain fire rating. 72 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CI J 1 1 1 1 1 1 1 1 PUBLIC WORKS DIVISION WATER DEPARTMENT The Water Department is staffed as follows: 1 - Foreman 1 - Maintenance III operator 2 - Maintenance II operators 1 - Maintenance I operator 1 - Meter reader /animal warden Work Statistics ' Main and Fire Hydrant Maintenance 76 Water Main Breaks Repaired 9 Service Leaks Repaired ' New Fire Hydrants Installed 7 Fire Hydrants Repaired or Tested 12 Valves Repaired 1,146 B Box Adjustments ' JULIE Locations (new program in 1993) 37 Valve Vaults Reconstructed 1 1 1 1 1 1 1 1 Distribution Annual Water Pumpage (in millions of gallons) Locations for JULIE Services Checked for Leaks Water Sample Analysis (Bacteriological) Water Sample Analysis (Lead) Water Sample Analysis (Trihalomethane) (EPA required) Meter Maintenance Meter Pits Repaired Meters Replaced New Meters Installed Meters Tested Frozen Water Services Water Meters Read Final Meter Readings "Reread" Meter Readings Shut -Off Notice for Delinquent Water Bills Meters Sealed Frozen Meters 1 73 1999 2000 2001 2002 84 92 76 68 9 6 10 14 7 6 12 6 1,146 1,143 1,180 1,132 37 61 77 55 328 96 80 125 2,098 2,483 1,939 2,099 9 6 8 11 1,122 1,074 1,060 1,037 2,098 2,483 1,939 2,099 75 58 96 214 288 298 240 240 30 0 30 30 16 4 4 4 71 73 60 21 241 121 161 32 33 140 22 25 21 26 25 13 0 1 0 0 24,084 24,600 24,600 24,600 236 304 207 412 86 66 108 312 375 193 207 546 266 175 237 45 10 4 2 1 302224- BUDGET REQUEST - FY 2003 -2004 WATER - ADMINISTRATION CODE /LINE ITEM ACTUAL FYI ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 1 % CHG BUDG FY03 -+FY04 511300 Overtime 3,749 2,818 3,200 2,480 3,000 -6.25% PERSONNEL SERVICES 511110 Salaries - Regular 141,683 115,176 111,870 126,740 133,350 19.20% 511300 Overtime 3,749 2,818 3,200 2,480 3,000 -6.25% 511410 Salaries - Part time 5,958 6,868 6,500 7,470 6,800 4.62% 511510 Health Insurance 18,215 16,864 23,780 23,420 25,020 5.21% 511540 Misc. Benefits 0 30 0 0 200 N/A 511600 Apparel 4,153 3,954 4,000 4,010 4,000 0.00% 512110 Employer FICA/IMRF 01 01 01 01 21.123 N/A 173,758 145,710 149,350 164,120 193,493 TOTAL PERSONNEL SERV. 29.56% OTHER SERVICES 521111 Building Repair & Maintenance 300 1,782 5,000 5,000 5,000 0.00% 521210 Travel Expenses 129 0 1,300 50 1,300 0.00% 521220 Dues 0 0 100 0 100 0.00% 521230 Publications 270 0 200 0 200 0.00°% 521340 Printing 3,004 3,098 10,000 2,410 5,000 - 50.00% 521410 Telecommunications 9,897 15,775 14,650 12,620 12,400 - 15.36% 521420 Postage 2,362 2,495 2,800 2,500 2,900 3.57% 522170 Occupancy 20,000 20,000 20,800 0 0 - 100.00% 523110 Motor Vehicle Maintenance 9391 6,3981 3,5001 1,0101 3,000 - 14.29% 36,900 49,548 58,350 23,590 29,900 TOTAL OTHER SERVICES - 48.76% CONTRACTUAL SERVICES 531530 Liability Insurance 51,952 46,226 53,400 55,103 57,000 6.74°% 531630 Prof. Services - Engineering 0 0 3,000 3,000 3,000 0.00% 531680 Medical Exams 178 0 200 0 0 - 100.00°% 531730 Equipment Repair & Maint. 1,286 3,405 5,400 6,510 6,200 14.81% 531780 Computer Services 4,379 749 2,000 1,991 2,000 0.00% 531794 Other 01 01 01 01 0 N/A 57,795 50,380 64,000 66,604 68,200 TOTAL CONTRACTUAL 6.56% COMMODITIES 541900 Petroleum Products 1,515 1,169 1,500 1,200 1,600 6.67% 542410 Miscellaneous 1,877 1,007 1,700 1,880 1,900 11.76°% 543410 Office Supplies 258 179 300 240 300 0.00°% 543420 Operating Supplies 599 516 800 260 500 - 37.50% 543430 Supplies - Repair & Maint. 01 01 3001 3101 300 0.00% 4,248 2,871 4,600 3,890 4,600 TOTAL COMMODITIES 0.00°% CAPITAL OUTLAY 611100 Equipment 0 0 0 0 0 N/A 711600 Debt Service - Principal 0 0 300,000 300,000 375,000 25.00% 721700 Debt Service - Interest 210,441 197,568 185,650 185,650 101,890 - 45.12% 731701 Transfer to VERF 23,0001 23 000 31 000 31,0001 37105 19.69% 233,441 1 220,568 516,650 516,650 513,995 TOTAL CAPITAL OUTLAY - 0.51°% OTHER 77,477 87,168 0 0 0 77,4771 87,1681 01 01 0 TOTAL OTHER N/A DIVISION TOTAL 1 583,6201 556,2451 792,9501 774,8541 810,1881 2.17% 74 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 302225- BUDGET REQUEST - FY 2003 -2004 WATER - MAIN & HYDRANT MAINTENANCE PERSONNEL SERVICES ACTUAL I ACTUAL BUDGET I EST EXPEND BUDGET °% CHG BUDG CODE/LINE ITEM FY 00/01 FY 01/02 FY 02/03 FY 02103 I FY 03/04 FY03 ->FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 512110 Employer FICA/IMRF 4.00% TOTALPERSONNELSERV OTHER SERVICES 521040 Equipment Rental 521120 Equipment Repair & Maint. 521130 Repairs/Mainten. Structure 523110 Motor Vehicle Maintenance 29,000 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531630 Prof. Engineering Services 531730 Equipment Repair & Maint. N/A 15.84% TOTAL CONTRACTUAL COMMODITIES 248,630 541900 Petroleum Products 542410 Miscellaneous 542700 Materials /Aggregates 543100 Small Tools /Equipment 2,131 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 731701 TransfertoVERF 0 TOTAL CAPITAL OUTLAY OTHER TOTAL OTHER DIVISION TOTAL 116,436 142,933 163,820 129,700 170,400 4.02% 52,482 40,445 50,000 52,000 52,000 4.00% 5,437 9,252 9,800 7,110 9,800 0.00% 19,852 21,842 25,010 27,634 29,000 15.95% 01 01 01 01 26,821 N/A 15.84% 194,208 214,472 248,630 216,444 288,021 99 0 1,000 410 4,000 300.00% 2,131 3,207 11,000 6,000 11,000 0.00% 0 0 1,400 1,400 1,400 0.00% 21, 717 23,203 20,0001 20 000 24,0001 20.00% 20.96% 23,948 26,410 33,400 27,810 40,400 0 0 40,000 40,000 50,000 25.00% 34,714 40.378 36,100 36,100 736100 1939.06% 932.98% 34,714 40,378 76,100 76,100 786,100 3,272 2,619 3,500 2,510 3,600 2.86% 892 3,335 4,000 1,110 4,000 0.00% 82,044 106,791 119,000 92,120 119,000 0.00% 7391 01 8001 500 800 0.00% 0.08% 86,9481 112,7451 127,300 1 96,240 127,400 2,754 28,622 41,800 41,800 5,400 - 87.08% 0 0 0 0 1 0 N/A - 87.08% 2,754 28,622 41,800 41,800 5,400 0 28157 0 0 0 N/A 0 (28,157) OT- 0 1 0 2,571 1 394,4701 527,2301 458,3941 1,247,321 1 136.58% 75 302226- BUDGET REQUEST - FY 2003 -2004 WATER - DISTRIBUTION PERSONNEL SERVICES ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00101 i FY 01/02 FY 02103 FY 02103 FY 03104 FY03 -*FY04 PERSONNEL SERVICES 511110 Salaries- Regular 511300 Overtime 511510 Heafth Insurance 512110 Employer FICA/IMRF 5,510 TOTAL PERSONNEL SERV. OTHER SERVICES 521110 Building Repair & Maintenance 521120 Equipment Repair & Maint. 521340 Printing 521640 Utility - Electric 521650 Utility - Gas 523110 Motor Vehicle Maintenance 121,672 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531630 Prof. Services - Engineering 531690 Prof. Services - Other 531730 Equipment Repair & Maint. 531777 Water System Improvements 531794 Other 10,000 TOTAL CONTRACTUAL COMMODITIES 0.00% 541900 Petroleum Products 542410 Miscellaneous 542600 Chlorine 542700 Materials/Aggregates 543200 Purchase of Water 543420 Operating Supplies 2,626 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 731701 Transfer to VERF 2,0321 TOTAL CAPITAL OUTLAY OTHER 2,500 0.00% 0.00% TOTAL OTHER 69,139 DIVISION TOTAL 97,054 126,1971 185,1701 108,220 192,600 4.01% 8,235 2,362 11,390 5,510 9,000 - 20.98% 16,383 18,518 22,510 23,837 25,300 12.39% 0 0 0 0 30 315 N/A 17.41% 121,672 147,077 219,070 137,567 257,215 0 1,082 1,900 0 1,900 0.00% 4,708 1,802 10,000 6,610 10,000 0.00% 0 0 800 0 800 0.00% 69,480 62,961 80,000 65,000 80,000 0.00% 2,626 1,262 2,200 1,410 2,200 0.00% 2,171 1 2,0321 2,5001 2,1101 2,500 0.00% 0.00% 78,985 69,139 97,400 75,130 97,400 0 268,735 2,000 0 2,000 0.00% 6,724 5,033 8,700 6,110 8,700 0.00% 2,658 1,583 17,400 11,110 17,400 0.00% 0 4,022,627 1,152,000 1,396,110 390,000 - 66.15% 01 01 01 01 0 N/A - 64.57% 9,382 4,297,978 1,180,100 1,413,330 418,100 2,214 1,808 2,000 1,810 2,100 5.00% 0 479 600 0 600 0.00% 0 0 500 500 500 0.00% 26 1,107 1,000 3,560 2,500 150.00% 1,808,607 1,864,971 1,950,000 1,821,110 1,950,000 0.00% 01 911 1 7001 01 LQ0-j 0.00% 0.08% 1,810,8471 1,869,2761 1,954,8001 1,826,980 1,956,400 2,836 41,298 60,900 0 0 0 2,8361 41,2981 60,900 01 0, 0 2,023,721 1 61424,768 3,512,270 76 31,110 0 0 0 31,110 0 01 0 3,484,1171 2,729,115 - 100.00°% N/A - 100.00°% NIA - 22.30% 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 302227- BUDGET REQUEST - FY 2003 -2004 WATER - METER MAINTENANCE CODE /LINE ITEM ACTUAL FY 00101 ACTUAL FY 01/02 BUDGET FY 02103 EST EXPEND FY 02/03 BUDGET FY 03/04 °% CHG BUDG FY03 -*FY04 511300 Overtime 804 201 1,140 610 1,200 5.26% PERSONNEL SERVICES 511110 Salaries - Regular 45,242 64,761 69,570 88,970 93,500 34.40% 511300 Overtime 804 201 1,140 610 1,200 5.26% 511410 Salaries - Partime 0 0 1,500 0 1,500 0.00% 511510 Health Insurance 7,233 9,301 12,140 18,169 20,800 71.33% 512110 Employer FICA/IMRF 0 0 0 0 14.717 NIA 53,279 74,263 84,350 107,749 131,717 TOTAL PERSONNEL SERV. 56.16% OTHER SERVICES 521110 Building Repair & Maintenance 0 0 0 0 0 NIA 521120 Equipment Repair & Maint. 880 700 900 400 800 -11.11% 521210 Travel 0 0 200 0 200 0.00% 521340 Printing 0 0 300 300 300 0.00% 523110 Motor Vehicle Maintenance 6,920 1 1,752 1 5,000 1 1,880 1 4,000 - 20.00% 7,800 2,452 6,400 2,580 5,300 TOTAL OTHER SERVICES - 17.19% CONTRACTUAL SERVICES 531690 Prof. Services - Other 395 1,000 2,000 460 2,000 0.00% 531730 Equipment Repair & Maint. 0 68 1,000 0 2,000 100.00% 531794 Other 0 0 0 0 0 N/A 395 1,068 3,000 460 4,000 TOTAL CONTRACTUAL 33.33% COMMODITIES 541900 Petroleum Products 991 915 1,000 1,220 1,400 40.00% 542410 Miscellaneous 0 0 500 0 500 0.00% 542700 Materials /Aggregates 5,415 2,682 6,000 6,000 6,000 0.00% 543100 Small Tools & Equipment 0 0 100 100 100 0.00% 6,406 3,597 7,600 7,320 8,000 TOTAL COMMODITIES 5.26% CAPITAL OUTLAY 611100 Equipment 31,709 39,250 40,000 23,110 65,000 62.50% 731701 Transfer to VERF 0 0 0 0 0 N/A 31,709 39,250 40,000 23,110 65,000 TOTAL CAPITAL OUTLAY 62.50% OTHER 0 0 0 0 0 TOTAL OTHER NIA DIVISION TOTAL 51.41% 99,5891 120,6301 141,3501 141,2191 214,017 77 1 I 1 1 1 1 1 1 1 1 1 r� 1 1 1 L 1 1 78 1 1 ' CAPITAL PROJECTS FUNDS ' 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 2003 -04 is more fully described in the Transmittal Letter (p.3) 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 1 1 1 1 �J 1 1 1 1 1 1 1 This fund was established in 1989 for the purpose of maintaining, repairing and renovating the capital 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. 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 $28.60 per person this year. This is a slight increase from the previous 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 continue to use these funds for approved maintenance items on the local street system. "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 state and federal funds. Under a Local Cooperation Agreement between the Department of the Army and the Village, funds are held in escrow. There is currently outstanding litigation initiated by the contractor for the facility and little activity is anticipated this fiscal year. 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. 1 79 C C C v Y. 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M CO f• t0 tC') sI 0 NN N —010 LO N w 0000 0 00000 0 0 0 0 0000 0 00000 0 0 0 0 v aioOn o ornOOO Oat IQ( 4 r0�m M V woNM ofv00 M N M r CO LO O to CO O N to co to r` p MNr to tC) CO 0 0 v N p r r rr 0; 1-: V N w QNN 0 LL LL W ^ 0 J 0 5z J C N LL og 0 J 0 0 5 m J tC LL E E F O U U - y > to or0LL of _� N c J C t H Ey — u. io Lo m m �- m C) N N a) a Cx — � w d °' m O 0) 0 Q 0? >? o C C N x> x c U N y c N C7 Y c >> 2~ C C N c c y 5 LL N > > w N U. oU 0 m 2 aLLC�lip�zLL m °D -°JLLU- ���tniAinF =F co az CL # LL 83 VEHICLE AND EQUIPMENT REPLACEMENT FUND EQUIPMENT $503,000 Administration Computer System (Finance) 350,000 Community Development Wide format Copier 10,000 Police Department Mobile Data Terminals 65,000 Copier 8,000 Mobile Radios 70,000 PUBLIC WORKS EQUIPMENT 13,500 Street Salt Spreader — 801 13,500 MOTOR VEHICLES 208,300 Administration Manager's Vehicle 20,000 Police Investigations Vehicle 25,000 Water 700 — Blazer 24,000 BH2 — Backhoe 54,700 Garage 701 —'h Ton Pickup 19,000 Sewer 801— Dump truck 65,600 84 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 'Aaza7o- BUDGET REQUEST - FY 2003 -2004 INFRASTRIICTIIRF RFPI_ACFMFNT CONTRACTUAL SERVICES ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 I FY 01/02 I FY 02/03 FY 02/03 FY 03/04 1 FY03 ->FY04 CONTRACTUAL SERVICES 531630 Professional Serv. - Engineer 531726 Fence 531731 Street Rehab. Program 531740 Sidewalk 531750 50/50 Curb 531776 Train Station Modif. 407,346 TOTAL CONTRACTUAL COMMODITIES 746,000 542410 Miscellaneous 262,512 TOTAL COMMODITIES 450,111 FUND TOTAL AnAnsn- 47,541 63,721 90,000 90,000 387,700 330.78% 27,669 389 0 0 0 N/A 356,467 407,346 805,000 484,397 746,000 -7.33% 146,933 262,512 450,000 450,111 450,000 0.00% 26,584 0 0 0 0 N/A 53,025 0 0 1 01 0 N/A 17.75% 658,219 733,968 1,345,000 1,024,508 1,583,700 0 97 0 159 0 N/A NIA 0 97 0 159 0 658,219 734,065 1,345,000 1,024,667 1,583,700 17.75% MOTOR FUEL TAX IMFT1 CODE /LINE ITEM ACTUAL FY 00 /01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03-FY04 531786 Bridges 46,924 231 0 0 0 N/A CONTRACTUAL SERVICES I 700,785 I 529,000 I 522,4951 553,000 I 4.54% 615357- PROJECT 29 - ESCROW FUND 531786 Bridges 46,924 231 0 0 0 N/A 531788 Concrete Patching 156,594 192,988 230,000 205,404 250,000 8.70% 531789 Inlet Reconstruction 31,881 21,000 24,000 23,100 23,000 -4.17% 531795 Traffic Signal 4,846 243,331 0 18,991 0 EST EXPEND 240,245 457,550 254,000 247,495 273,000 TOTAL CONTRACTUAL 7.48% OTHER FY03 ->FY04 CAPITAL OUTLAY 542410 Miscellaneous 0 0 0 0 0 N/A 739000 Transfer to Street 260,000 243,235 275,000 275,000 280,000 1.82% 1 260,0001 243,235 1 275,000 1 275,000 280,000 TOTAL COMMODITIES 1.82% FUND TOTAL I 500,245 I 700,785 I 529,000 I 522,4951 553,000 I 4.54% 615357- PROJECT 29 - ESCROW FUND ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE/LINE ITEM FY 00/01 FY 01/02 FY 02/03 FY 02/03 FY 03/04 FY03 -FY04 COMMODITIES 542410 Miscellaneous 0 0 500 0 500 0.00% TOTAL COMMODITIES 0 0 500 0 500 0.00% FUND TOTAL 0 0 500 0 500 0.00% 7575XX- VEHICLE AND EQUIPMENT REPLACEMENT ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 FY 01/02 FY 02/03 FY 02/03 FY 03/04 FY03 ->FY04 CAPITAL OUTLAY 521120 Repairs & Maint. Equipment 10,000 10,000 10,000 10,000 10,000 0.00% 611100 Equipment 105,686 0 200,500 64,671 503,000 150.87% 612600 Public Works Equipment 71,510 37,258 110,500 90,000 13,500 - 87.78% 621200 Motor Vehicles 161,223 117,953 560,000 441,458 208,300 - 62.80% 348,419 165,211 881,000 606,129 734,800 TOTAL VERF 1 - 16.59% 85 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 substantially completed and the District is successfully providing a substantial property tax increment to the Fund. The District terminates pursuant to statute in 2005. The Obiectives for the 2003 -04 fiscal year are as follows: Continue rebate of surplus as available to taxing districts within the area of the TIF. Continue participation in the construction of a new Village Senior Center jointly with the Deerfield Park District. Complete and distribute a report on the termination of the district scheduled for March, 2005 and the effect of this on the remaining fund balance in the district and the other property taxing districts. Accomplishments 2002 -03 fiscal year: Returned $7,270,526 in surplus funds to the various tax bodies in the District, an increase of 3% over the prior year distribution. Completed final payment on public improvements previously completed and associated with roadway improvements in the District. Construction of the new Senior Center began as a joint project with the Deerfield Park District. 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 2003 -04 fiscal year are as follows: Complete work on the streetscape improvements (Phases II and III) with a focus on areas north of Deerfield Road. Begin construction of the Osterman Avenue and Waukegan Road intersection improvement. Finalize the development of a long -term solution to the institutional space needs in the northwest quadrant. :. 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 I 1 1 Complete acquisition of the Lindemann Pharmacy property adjacent to the Village parking lot on Deerfield Road. Accomplishments 2002 -03 fiscal year: Generated sufficient TIF increment revenues to fully fund the debt service requirements of the 1998 issue. Reached agreement on the acquisition of the Lindemann's Pharmacy property on Deerfield Road. Substantially completed Phase II of the streetscape improvement plan. Completed the remodeling project of the Police Department area of the Village Hall building. H 14 c 0 12 10 8 w 6 4 2 0 TIF INCREMENT REVENUE 1997 1998 1999 87 2000 2001 FISCAL YEAR TIF 1 - - - TIF 21 2002 2003 2004 BUDGET REQUEST - FY 2003 -2004 688888- VILLAGE CENTER TAX INCREMENT FINANCING nlsTRlr.T . Ttt: 9 CONTRACTUAL SERVICES 521113 Repairs & Maintenance 521430 Utlilities 531630 Profession. Serv. Engineering 531690 Professional Other 531794 Other 531799 Developer Payments 531776 Train Station Modif. TOTAL CONTRACTUAL OTHER 542410 Miscellaneous 631400 Buildings & Improvements 651300 Land 739001 Debt Service (transfer) TOTAL OTHER FUND TOTAL 564 ACTUAL ACTUAL I BUDGET I EST EXPEND I BUDGET °,Y6 CHG BUDG CODE/LINE ITEM FY 00/01 I FY 01/02 FY 02/03 FY 02/03 FY 03/04 I FY03 ->FY04 CONTRACTUAL SERVICES 521113 Repairs & Maintenance 521430 Utlilities 531630 Profession. Serv. Engineering 531690 Professional Other 531794 Other 531799 Developer Payments 531776 Train Station Modif. TOTAL CONTRACTUAL OTHER 542410 Miscellaneous 631400 Buildings & Improvements 651300 Land 739001 Debt Service (transfer) TOTAL OTHER FUND TOTAL 564 2,320 0 0 50,000 N/A 4,085 8,663 0 0 0 NIA 248,946 100,846 52,000 26,446 92,000 76.92% 88,558 133,697 50,000 42,149 50,000 0.00% 1,663,677 1,741,278 2,374,000 1,142,918 1,560,000 - 34.29% 874,705 302,272 0 0 0 N/A 01 01 01 0 0 1 N/A - 29.24% 2,880,534 2,289,076 2,476,000 1,211,513 1,752,000 7,547,615 5,460 0 0 0 N/A 0 2,447,130 0 523,516 0 N/A (465,850) 1,340,000 0 0 1,725,000 N/A 0 0 1 2,070,375 2,070,375 2,006,250 -3.10% 80.22% 7,081,765 1 3,792,590 1 2,070,375 2,593,891 3,731,250 9,962,299 6,081,666 4,546,375 3,805,404 1 5,483,250 20.61% 727262 - LAKE COOK ROAD TAX INCREMENT FINANCING DISTRICT - TIF 1 ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE/LINE ITEM FY 00 /01 FY 01/02 FY 02/03 FY 02/03 FY 03/04 FY03-�FY04 CONTRACTUAL SERVICES 527470 Surplus Rebates 6,955,896 7,058,519 7,100,000 7,270,526 7,350,000 3.52% 531630 Profession. Serv. Engineering 1,215 0 0 0 0 N/A 531690 Professional Other 27,384 19,148 20,000 14,797 5,000 - 75.00% 531794 Other 795,147 1 131,6671 214,000 1 8,0701 0 - 100.00% 7,779,641 7,209,334 7,334,000 7,293,393 7,355,000 TOTAL CONTRACTUAL 0.29% OTHER 542410 Miscellaneous 1,414 3,693 5,000 2,274 5,000 0.00% 631400 Buildings & Improvements 0 0 1,230,000 900,000 1,480,000 20.33% 739002 Transfer to TIF 2 2,500,000 1,750,000 750 000 750,000 500,000 - 33.33% 2,501,414 1,753,693 1,985,000 1,652,274 1,985,000 TOTAL OTHER 0.00% FUND TOTAL 10,281,055 8,963,027 9,319,000 8,945,667 9,340,000 0.23% :: 1 1 1 1 1 J 1 1 1 1 1 1 1 1 1 1 1 1 1 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. Schedule of General Obligation Debt Outstanding Currently the Village has three 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. Refunding Corporate Purpose 2002. This $3,460,000 bond issue was a current refunding of the remaining balance of the Series 1993 issue, which itself was a refunding of the 1986 and 1988 issues. This issue has a three year life and represents a present value savings of $70,310. The 2003 levy is the final levy for this issue, for debt service payments due in calendar year 2004. 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) TAX LEVY YEAR (1) Refunding Series 2003 02/03/03 $5,000,000 (2) General Obligation Series 1998 4/15/98 $17,000,000 Refunding Corporate Purpose Series 2002 2/01/02 $3,460,000 TOTAL 2003 479,843 1,941,750 1,024,400 3,445,993 2004 474,258 1,877,250 2,351,508 2005 480,708 2,302,000 2,782,708 2006 478,820 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 479,828 479,828 2010 481,125 481,125 2011 481,275 481,275 TOTALS 4,314,040 12,510,500 1,024,400 17,848,940 (1) Source of Funds - Water Revenues (2) Source of Funds - TIF 2 Revenues INSURANCEFUND The Insurance Fund is an internal service fund established to provide for the payment of medical, dental and life insurance premiums for Village employees. The revenue is derived from charges to the various operating funds based on the number of employees within each fund. Expenses are primarily premium charges for the various programs provided by the Village for the :• benefit of the employees. Currently, employees pay $50 per month for family health and dental benefits. Effective May 1, 2003, the Village joined the Intergovernmental Personnel Benefits Cooperative, a regional pool for municipalities. The benefits of pool membership include access to more benefit options, potential savings in administrative and claim costs, and participation in a group of like- minded organizations attempting to solve the problem of rapidly increasing health benefit costs. The Village was able to maintain its existing reimbursement plan and offer a Health Maintenance Organization option for the first time. Due to the savings of joining the pool, health insurance costs are expected to rise less than 5% this year. Eligible part district and library employees are also covered through our plan. Individual operating functions as well as the park and library are charge based on their participation. 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 population. The fund is administered by a Police Pension Board made up of five members. 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 and by a property tax as the contribution of the community. Each patrol officer contributes 9.91 % of their base salary toward the Police Pension Fund. I. M. R. F. I.M.R.F. covers Village employees with the exception of sworn police personnel. The current employer pension contribution for IMRF is 7.63% of salary. Due to poor performance over the last three years in the equity markets, this rate is expected to rise to 9.28% in 2004. 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 required to be covered by Medicare. The Village terminated the separate IMRF /FICA Medicare Fund on April 30, 2003. The expenses for these items are now within each operating function. The fund balance was distributed to those funds on April 30, 2003. FUNDING PROGRESSION Based on the Actuarial Accrued Liability (AAL): Actuarial Valuation Date Police Pension Fund Illinois Municipal Retirement Fund 1993 N/A 72.81 1994 N/A 76.62 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 90 1 1 1 1 1 1 1 1 1 1 L 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 79XX75- BUDGET REQUEST - FY 2003 -2004 DEBT SERVICE FUND PRINCIPAL EXPENSE 711610 1993 GO Bonds 711610 1997 GO Bonds (Water) 711610 1998 GO Bonds (TIF) 711610 2002 GO Bonds 711610 2003 Refin GO Bonds (Water) TOTAL PRINCIPAL EXPENSE INTEREST EXPENSE 721700 1993 GO Bonds 721700 1997 GO Bonds (Water) 721700 1998 GO Bonds (TIF) 721700 2002 GO Bonds 721700 2003 Refin GO Bonds (Water) TOTAL INTEREST EXPENSE M W- H 723200 Fiscal Agent Fees TOTAL OTHER DEPARTMENT TOTAL A59192- 1,130,000 0 0 0 0 315,000 1,500,000 1,500,000 1,500,000 0 4,695,000 1,225,000 238,825 0 0 0 0 172,450 663,475 633,750 506,250 0 216,480 112,702 0 0 0 902,300 1 850,230 791,402 INSURANCE FUND (RENEFITSI 0 ACTUAL ACTUAL I BUDGET EST EXPEND I BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 I FY 01/02 FY 02/03 FY 02103 FY 03104 1 FY03 ->FY04 PRINCIPAL EXPENSE 711610 1993 GO Bonds 711610 1997 GO Bonds (Water) 711610 1998 GO Bonds (TIF) 711610 2002 GO Bonds 711610 2003 Refin GO Bonds (Water) TOTAL PRINCIPAL EXPENSE INTEREST EXPENSE 721700 1993 GO Bonds 721700 1997 GO Bonds (Water) 721700 1998 GO Bonds (TIF) 721700 2002 GO Bonds 721700 2003 Refin GO Bonds (Water) TOTAL INTEREST EXPENSE M W- H 723200 Fiscal Agent Fees TOTAL OTHER DEPARTMENT TOTAL A59192- 1,130,000 0 0 0 0 315,000 1,500,000 1,500,000 1,500,000 0 4,695,000 1,225,000 238,825 0 0 0 0 172,450 663,475 633,750 506,250 0 216,480 112,702 0 0 0 902,300 1 850,230 791,402 INSURANCE FUND (RENEFITSI 0 0 N/A 315,000 330,000 4.76% 1,500,000 1,500,000 0.00% 1,225,000 1,250,000 2.04% 0 40,000 N/A 2.63% 3,040,000 3,120,000 0 0 N/A 172,450 158,432 - 8.13% 506,250 506,250 0.00% 112,702 89,400 - 20.68% 0 95,156 N/A 7.31% 791,402 849,238 38,366 5,000 0.00% 0.00% 38,366 5,000 3,869,768 1 3,974,238 1 3.59% CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 BUDGET FY 03/04 % CHG BUDG FY03-FY04 PERSONNEL EXPENSE 511512 Village Medical Premiums 649,945 765,391 768,000 1,051,950 1,096,212 42.74% 511513 Village Retirees Med. Prem. 75,774 72,896 94,000 94,000 94,000 0.00% 511514 Library Medical Premiums 118,025 141,565 139,200 154,000 162,696 16.88% 511515 Park District Med. Premiums 255,322 265,130 306,200 306,200 242,460 - 20.82% 511516 Village Retirees Dental 6,197 5,514 7,450 7,450 7,900 6.04% 511521 Village Dental Premiums 70,076 82,293 83,000 83,000 87,150 5.00% 511522 Library Dental Premiums 10,926 12,724 11,100 12,900 11,700 5.41% 511523 Park District Dental Premiums 19,994 21,267 .12,500 21,300 13,200 5.60% 511524 Village Life Insurance Prem. 51,497 50,102 59,400 40,432 23,200 - 60.94% 511525 Library Life Insurance Prem. 3,758 4,108 4,800 3,066 2,100 - 56.25% 511526 Park District Life Insur. Prem. 10,725 1 11,821 1 13,4001 10,438 1 6,500 - 51.49% 1,272,240 1 1,432,811 1 1,499,050 1,784,736 1 1,747,118 FUND TOTAL 16.55% 3,500,000 3,000,000 2,500,000 2,000,000 i 1,500,000 1,000,000 500,000 0 2003 DEBT SERVICE RETIREMENT SCHEDULE 2004 2005 2006 2007 2008 2009 2010 2011 TAIL LEVY YEAR 91 121707- BUDGET REQUEST - FY 2003 -2004 IMRF /SOCIAL SFCURITY /MFDICORF CODE /LINE ITEM ACTUAL FY 00/01 ACTUAL FY 01/02 BUDGET FY 02/03 EST EXPEND FY 02/03 I UDGET FY 03/04 % CHG BUDG FY03-4FY04 512110 IMRF Employer Contribution 443,058 328,781 430,000 274,915 0 - 100.00°x6 PERSONNEL SERVICES ACTUAL ACTUAL BUDGET 1 I EST EXPEND BUDGET % CHG BUDG 512110 IMRF Employer Contribution 443,058 328,781 430,000 274,915 0 - 100.00°x6 512111 FICA Employer Contribution 233,553 242,689 265,000 257,930 0 - 100.00% 512113 Medicare Employer Contrib. 57.3101 58.670 65.0001 63-845 0 - 100.00% 733,9201 630,1401 760,000 1 596,690 0 TOTAL PERSONNEL - 100.00% FUND TOTAL 1 733,920 1 630,1401 760,0001 596,6901 01 - 100.00% 426851- POLICE PENSION FUND PERSONNEL SERVICES ACTUAL ACTUAL BUDGET 1 I EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 FY 01/02 FY 02/03 FY 02/03 I FY 03/04 I FY03 ->FY04 PERSONNEL SERVICES 513000 Pension Payments 516010 Separation Refunds 50.21% 0.00% 48.24% TOTALPERSONNEL UIHER 762,300 521210 Travel Expenses 521220 Dues 537130 Professional Fees 542410 Miscellaneous 0 TOTAL OTHER FUND TOTAL 1,200,000 1,000,000 800,000 600,000 400,000 200,000 0 1998 1999 2000 2001 2001 2003 2004 FISCAL YEAR ENDING 602,920 31,202 1 697,296 1 1 19,6461 732,300 30 000 814,112 15,000 1,100,000 30,000 50.21% 0.00% 48.24% 634,122 716,942 762,300 829,112 1,130,000 728 0 1,000 200 1,000 0.00% 0 650 700 1,415 750 7.14% 6,259 3,752 11,000 3,776 10,000 -9.09% 2,795 4,884 5,000 3,060 5,000 -5.37% 9,782 1 9,286 1 17,700 8,451 16,750 ,904 1 726,228 1 780,000 1 837,563 1 1,146,7501 47.02% POLICE PENSION BENEFITS PAID 92 1 1 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 consumer ' price index. 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. The property tax levy is projected to remain unchanged for this year; however, rising costs will likely result in an increase in user charges and/or an increased levy for next year's budget. ' 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. 1 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. Due to the flat revenues and increasing costs, a review of the fee structure will take place during the fiscal year. A new pedestrian overpass is being designed for construction this year. A substantial portion of the funding will be federal /state, with the remainder Village through the Tax Increment Financing district. 1 1 1 1 1 93 262837- CODE/LINE ITEM OTHER SERVICES 521420 Postage 522170 Occupancy TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531530 Liability Insurance 531773 Condominium Collection 531781 Recycling 531782 Refuse Collection TOTAL CONTRACTUAL COMMODITIES 542410 Miscellaneous TOTAL COMMODITIES OTHER 723200 Other Charges TOTAL OTHER DIVISION TOTAL 13a ,32cli_ BUDGET REQUEST - FY 2003 -2004 REFUSE - GENERAL SERVICES ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG % CHG BUDG FY 00/01 FY 01/02 FY 02/03 FY 02/03 FY 03/04 I FY03 ->FY04 FY03 ->FY04 1,600 1,933 2,100 1,967 2,100 0.00% 20,000 20,000 20,800 20,8001 21.0001 0.96% 0.87% 21,600 21,933 22,900 22,767 23,100 1,878 22,172 3,000 2,502 3,300 10.00% 0 30,236 35,000 40,328 45,000 28.57% 214,604 224,265 256,000 248,739 280,000 9.38% 874,2161 985,651 1 1,050,000 987,431 1 1,082,000. 3.05% 4.93% 1,090,698 1,262,324 1 1,344,000 1,279,0 00 1,410,300 500 0 4.000 18 4 000 0.00% 0.00% 500 0 4,000 18 4,000 14 805 14.400 17 000 12,800 17.000 0.00% 0.00% 14,8051 14,4001 17,000 1 12,8001 17,0001 1,127,6031 1,298,657 1 1,387,900 1 1,314,5851 1,454,4001 4.79% RFFI ISF -I FOF RFM[)VO1_ PERSONNEL SERVICES 511110 Regular Salaries 511300 Overtime 511510 Health Insurance 512110 Employer FICA/IMRF TOTALPERSONNEL OTHER SERVICES 521120 Repairs & Maint. Equip 523110 Vehicle Maintenance TOTAL OTHER SERVICES COMMODITIES 541900 Petroleum Products 543420 Operating Supplies TOTAL COMMODITIES OTHER 731700 Vehicle & Equip. Replacement TOTAL OTHER DIVISION TOTAL FUND TOTAL 40,945 ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE/LINE ITEM FY 00/01 I FY 01/02 I FY 02/03 1 FY 02/03 1 FY 03/04 I FY03 ->FY04 PERSONNEL SERVICES 511110 Regular Salaries 511300 Overtime 511510 Health Insurance 512110 Employer FICA/IMRF TOTALPERSONNEL OTHER SERVICES 521120 Repairs & Maint. Equip 523110 Vehicle Maintenance TOTAL OTHER SERVICES COMMODITIES 541900 Petroleum Products 543420 Operating Supplies TOTAL COMMODITIES OTHER 731700 Vehicle & Equip. Replacement TOTAL OTHER DIVISION TOTAL FUND TOTAL 40,945 52,268 1 55,160 44,830 57,370 4.01% 6,127 16,795 17,390 10,980 18,100 4.08% 6,468 5,983 8,730 9,435 10,350 18.56% 0 0 0 0 9,030 16.70% 53,540 75,046 81,280 65,245 94,850 6,827 13,325 17,000 6,600 13,000 - 23.53% 10,325 5,790 22,000 6,140 10,000 - 54.55% - 41.03% 17,152 19,115 39,000 12,740 23,000 1,423 1,567 2,300 2,460 2,600 13.04% 1,250 80 200 310 300 50.00% 16.00% 2,673 1,647 2,500 2,770 2,900 14,000 14,000 0 9,340 10 250 N/A N/A 6.69% 14,000 14,000 1 0 9,340 10,250 87,364 109,808 122,780 90,095 131,000 1,214,967 1,408,465 1,510,680 1,404,680 1,585,400 4.95% 94 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET REQUEST - FY 2003 -2004 9A ?533_ PARKING LOTS - VILLAGE CONSTRUCTED PERSONNEL SERVICES ACTUAL I ACTUAL I BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY OOI01 FY 01/02 FY 02/03 FY 02103 FY 03/04 FY03 ->FY04 PERSONNEL SERVICES 511110 Salaries -Regular 511300 Overtime 511510 Health Insurance 512110 Employer FICA/IMRF 0 TOTAL PERSONNEL SERV. OTHER SERVICES 521120 Equipment Repair & Maint. 521640 Utility - Electric FY 03/04 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531530 Liability Insurance 531781 Other TOTAL CONTRACTUAL COMMODITIES 10,409 542800 Materials 543420 Operating Supplies 543430 Supplies - Repair & Maint. 1,540 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment 73900 Transfer to Street 01 TOTAL CAPITAL OUTLAY OTHER 0 1,873 TOTAL OTHER 11,949 DEPARTMENT TOTAL of 2,305 1 2,000 322 1,650 394 0 330 450 12 154 15,000 12,484 15,450 2,323 3,100 27 200 0 1,000 0 62.500 0 63,500 8,850 0 1,876 0 10,726 0 4,110 4,110 417 18.710 19,127 1,000 0 0 1,000 1,000 62,500 63,500 11,900 0 2,330 1,873 16,103 2,000 5,000 7,000 550 3,100 200 1,000 0 108,653 3.93% - 100.00% 2.64% N/A 15.68% 0.00% - 16.67% - 12.50% 22.22% 20.00% 20.06% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% N/A 4.10% 282534- PARKING LOTS - COMBINED FUNDING 10,410 12,172 11,450 0 EST EXPEND 0 200 1,540 FY 00/01 1,973 2,270 0 FY 03/04 0 0 11,9501 14,1451 13,920 of 2,305 1 2,000 322 1,650 394 0 330 450 12 154 15,000 12,484 15,450 2,323 3,100 27 200 0 1,000 0 62.500 0 63,500 8,850 0 1,876 0 10,726 0 4,110 4,110 417 18.710 19,127 1,000 0 0 1,000 1,000 62,500 63,500 11,900 0 2,330 1,873 16,103 2,000 5,000 7,000 550 3,100 200 1,000 0 108,653 3.93% - 100.00% 2.64% N/A 15.68% 0.00% - 16.67% - 12.50% 22.22% 20.00% 20.06% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% N/A 4.10% 282534- PARKING LOTS - COMBINED FUNDING ACTUAL ACTUAL BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 FY 01/02 FY 02103 FY 02/03 FY 03/04 FY03-+FY04 PERSONNEL SERVICES 511110 Salaries -Regular 10,409 12,170 11,680 8,850 12,150 4.02% 511510 Health Insurance 1,540 1,973 2,350 1,776 2,330 -0.85% 512110 Employer FICA/IMRF 01 01 0 0 1,873 N/A 11,949 14,143 14,030 10,626 16,353 TOTAL PERSONNEL SERV. 16.56% OTHER SERVICES 521111 Building Repair & Maintenance 0 0 1,000 1,000 2,000 100.00% 521120 Equipment Repair & Maint. 0 0 1,000 500 1,000 0.00% 521150 Property Rental 7,440 7,440 7,500 7,500 7,500 0.00% 521640 Utility - Electric 2,3131 4,5271 3,0001 7,400 1 7,000 133.33% 9,753 11,967 12,500 16,400 17,500 TOTAL OTHER SERVICES 40.00% CONTRACTUAL SERVICES 531530 Liability Insurance 489 408 530 401 550 3.77% 531781 Other 11,843 12,154 15,000 19,010 18,000 20.00% 12,332 12,562 15,530 19,411 18,550 TOTAL CONTRACTUAL 19.45% COMMODITIES 542410 Miscellaneous 0 0 200 10 200 0.00% 542800 Materials 1,650 2,323 5,200 2,100 5,200 0.00% 543420 Operating Supplies 0 27 300 0 300 0.00% 543430 Supplies - Repair & Maint. 81 01 1001 01 100 0.00% 1,658 2,350 5,800 2,110 5,800 TOTAL COMMODITIES 0.00% CAPITAL OUTLAY 611100 Equipment 0 0 2,000 100 2,000 0.00% 73900 Transfer to Street 0 0 62,500 62,500 62,500 0.00% 0 01 64,500 62,600 64,500 TOTAL CAPITAL OUTLAY 0.00% OTHER (35,309)1 1,573 0 0 0 N/A TOTAL OTHER (35,309) 1,573 0 0 0 N/A DIVISION TOTAL 9.21% 382 42,595 112,360 111,147 122,703 FUND TOTAL 34,041 1 78,233 216,730 209,610 231,356 6.75% 95 DEERFIELD PUBLIC LIBRARY CIRCULATION DEPARTMENT Materials Circulated Books CDs, Tapes, Audio Tapes Puzzles (Miscellaneous) Interlibrary Loan Video Tape Collection Total Materials Circulated* Overdue Notices Mailed* Registered Borrowers PROCESSING DEPARTMENT Material Purchased and Received Books CDs, Tapes, Audio Tapes Miscellaneous Video Cassettes Total Materials Processed* PROGRAMMING -ADULT AND CHILDRENS DEPARTMENT: Adult Programs Sponsored or Conducted by Library Staff* Children's Programs Sponsored or Conducted by Library Staff* Meeting Room Use by Groups Outside the Library* Adult Reference Inquiries* Children's Reference Inquiries* *February, March and April Figures Estimated Work Statistics 1999 -2000 2000 -01 2001 -02 2002 -02 198,201 220,887 235,707 201,007 34,297 37,586' 41,520 35,179 49 40 62 68 4,612 5,810 3,677 4,217 60.544 63.771 71.611 72,269 297,703 328,084 352,577 312,740 7,280 6,400 6,900 6,240 12,237 13,100 13,653 14,277 6,808 7,483 8,392 8,724 410 584 668 555 95 98 110 121 94 446 368 316 7,407 8,611 9,538 9,716 48 56 49 69 69 84 119 191 83 91 91 132 17,471 17,900 18,216 22,935 8,177 9,443 11,085 11,290 96 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 609090- BUDGET REQUEST - FY 2003 -2004 LIBRARY FUND IA COMPONENT UNIT) PERSONNEL SERVICES ACTUAL ACTUAL I BUDGET EST EXPEND BUDGET % CHG BUDG CODE /LINE ITEM FY 00/01 FY 01/02 I FY 02/03 I FY 02/03 I FY 03/04 1 FY03 -+FY04 PERSONNEL SERVICES 511110 Salaries - Regular 511300 Overtime 511410 Salaries - Part time 511510 Health Insurance 511540 Misc. Benefits 512110 Employer FICA/IMRF 563,903 TOTAL PERSONNEL SERV. OTHER SERVICES 521110 Building Repair & Maintenance 521130 Repairs & Maint. Structure 521210 Travel Expenses 521220 Dues 521340 Printing 521410 Telecommunications 521420 Postage 521660 Water /Sewer Service 522010 Binding 522460 Periodicals 522470 Books 522475 Children's Books 522480 Audio Visual 32,759 TOTAL OTHER SERVICES CONTRACTUAL SERVICES 531530 Liability Insurance 531650 Legal Services /Corp. Counsel 531730 Equipment Repair & Maint. 531738 Computer Services - Joint 531780 Computer Services 532020 Special Programs 532030 Cataloging Services 5,441 TOTAL CONTRACTUAL COMMODITIES 542410 Miscellaneous 543410 Office Supplies 16,420 TOTAL COMMODITIES CAPITAL OUTLAY 611100 Equipment TOTAL CAPITAL OUTLAY OTHER TOTAL OTHER DEPARTMENT TOTAL 389,434 425,175 435,990 435,266 494,205 13.35% 330 132 5,000 0 5,000 0.00% 495,827 563,903 580,000 581,595 632,750 9.09% 94,992 112,648 131,500 127,898 141,500 7.60% 2,169 2,380 1,000 948 1;000 0.00% 0 1 144,878 1 160,000 1 137,026 1 160.000 0.00% 9.21% 982,751 1,249,116 1,313,490 1,282,733 1,434,455 41,127 32,759 30,000 19,104 22,500 - 25.00% 114,735 9,083 190,000 185,863 155,000 - 18.42% 5,498 7,451 9,000 4,262 9,000 0.00% 5,441 8,135 3,500 7,958 4,500 28.57% 10,308 16,420 16,000 14,504 16,000 0.00% 8,585 9,942 8,500 9,134 9,200 8.24% 4,816 4,618 5,000 4,247 5,000 0.00% 1,274 1,308 1,500 1,512 1,500 0.00% 2,770 4,712 4,500 3,095 4,500 0.00% 45,192 42,833 42,000 39,362 45,000 7.14% 119,078 119,734 130,000 123,854 135,000 3.85% 37,243 33,483 35,000 36,029 40,000 14.29% 20,737 1 19,983 1 25,000 1 16,452 1 30,000 20.00% -4.56% 416,805 310,461 500,000 465,376 477,200 19,133 21,799 23,800 19,881 28,500 19.75% 24,293 7,449 4,500 3,545 3,500 - 22.22% 20,110 22,787 20,000 17,510 20,000 0.00% 69,100 50,793 65,000 78,720 85,000 30.77% 0 0 0 0 0 N/A 15,735 14,955 16,000 14,808 16,000 0.00% 1,711 5,888, 6,000 6 611 6,800 13.33% 18.11% 150,082 123,671 135,300 141,075 159,800 1,151 1,093 1,000 675 1,000 0.00% 29,020 37.158 32,000 28.922 32.000 0.00% 0.00% 30,171 38,251 33,000 29,597 33,000 19,947 18 190 10,000 6,863 10 000 0.00% 0.00% 19,947 18,190 10,000 1 6,863 10,000 0 50,00 50,000 50,000 0.00% 6.01% 0 0 50,000 50,000 1 50,000 1,599,756 1 1,739,6891 2,041,7901 1,975,644 1 2,164,455 97 J 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 98 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 Personal Computer Replacement (6) 6,000 Software - Office Automation (Village -wide) 50,000 Firewall 4,500 Video /Computer Projector 1,500 Finance Information System Hardware 10,000 Village Manager's Office Laptop Computer 2,500 Personal Computer Replacement 1,000 Community Development Department 1,600 Laser Printer 1,500 Engineering Division (Public Works) 150 Personal Computer Replacement 1,000 Laser Printer 1,500 POLICE DEPARTMENT Administration Division Personal Computer Replacement 1,000 Communications Division Shading for Exterior Windows 1,000 Chair 1,000 Personal Computer Replacement 1,000 InvestigationsNouth /DARE /Social Services Video Multiplexer 2,500 DVDNCR 350 Still & Video Camera Equipment 1,600 Portable Radios (5) 2,700 Binoculars 150 Cassette Recorder 150 Digital Camera Memory Cards 300 Patrol Division Livescan System 63,000 35mm Camera 800 Traffic Signs 500 Digital Mug Cameras 7,536 E911 Fund Computer Aided Dispatch System 290,000 Mapping System 36,500 Radio Upgrade 26,225 IBM RS Computer 20,000 Monitor (6) for Communications 22,500 Personal Computer Replacement (3) 3,000 EEO $71,450 $3,500 $1,500 $3,500 $1,000 $3,000 $7,750 $71,836 $398,225 APPENDIX A - EQUIPMENT REQUESTS CONTAINED IN OPERATING BUDGETS PUBLIC WORKS DIVISION Street Department Snow & Ice Control 1/3 Cost for Trailer 1,400 Reversible Snow Plow for 250 Bobcat 2,000 Forestry Chain Saw 900 Lawn Mower 800 Sewer Department Cleaning & Maintenance Root Cutter 2,000 1/3 Cost for Trailer 1,400 Sewer Camera Parts & Equipment 2,000 Water Treatment Facility Portable Generator 1,200 Final Effluent Sampler 3,500 Dissolved Oxygen Meter 3,500 Water Division Main & Hydrant Maintenance 1/3 Cost for Trailer 1,400 Dewatering Pump 2,000 Pipe Locator 2,000 Meter Maintenance Water Meters 40,000 Hand -held Meter Reading Devices 25,000 100 $5,100 $13,600 $70,400 ' 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, ' 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. ' 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 ranted b a legislative body to make expenditures and to incur 9 9 Y 9 Y P 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. 101 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 fiscal period. CAPITAL IMPROVEMENTS BUDGET A plan of proposed capital expenditures and the means of financing 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 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. 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 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. 102 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 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 Any period at the end of which a government determines its financial position and the results of its operations. FISCAL YEAR A twelve (12) month period to which the annual operating budget applies and at the end of 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. 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. ' 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. ' 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 1 103 INTRAGOVERNMENTAL 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. OPERATING EXPENSES Proprietary fund expenses which are directly related to the fund's primary service activities. OPERATING INCOME The excess of proprietary fund operating revenues over operating expenses. OPERATING REVENUES Proprietary fund revenues which are directly related to the fund's primary service 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. 104 J 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 1 1 1 1 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. 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 is a municipal financial mechanism used to renovate declining areas or 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 benefiting from the service. 105 1 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 t 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. This fiscal year, expenditures ' for the Illinois Municipal Retirement Fund (IMRF), FICA and Medicare are being accounted for in the operating functions where they are incurred. Previously, these were accounted for in a separate fund, which has been eliminated as of April 30, 2003. There were no outstanding covenants or funding restrictions that ' prohibited this merging. This has the effect of raising expenditures in each operating function. 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 As indicated above, the IMRF fund, a special revenue fund, was eliminated on April 30, 2003. The revenues ' and fund balances attributable to this fund have been allocated to operating functions. 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 t 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 ' Village Center Tax Increment Financing District Project 29 106 1 1 1 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 Funds 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. These are: ' Garage Fund Insurance Fund Trust and Agency Funds (Police Pension) - 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 t 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. Component Unit - Deerfield Public Library - The Deerfield Public Library has a separately elected seven- ' member board which 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 t 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 tand 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 t expenses are recognized when they are incurred. 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