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Village Budget For Year Beginning May 1, 20011 1 I PROGRESS THROUGH SERVICE 1 1 1 1 1 1 1 1 George J. Valentine, Finance Director July 2,1973 to June 29, 2001 1 1 Annual Budget 1 FISCAL YEAR 2001- 2002 1 I VILLAGE OF DEERFIELD, ILLINOIS 1 1 i 1 1 1 1 1 1 C 1 1 1 1 1 1 1 1 1 1 1 1 I 1 1 1 1 J 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD 2001 - 2002 BUDGET THIS IS A BLANK PAGE 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ITABLE OF CONTENTS PAGE ---------------------------------------- ABOUT THE COVER--- - - - - -- - - -- i ELECTED OFFICIALS--------------------------------------------- - - - - -- ' ORGANIZATIONAL CHART------------------------------------------ - - - - -- iii DISTINGUISHED BUDGET PRESENTATION AWARD----------------------- - - - - -- iv ' INTRODUCTORY SECTION BUDGET MESSAGE - MAYOR BERNARD FORREST------------------------ - - - - -- 1 -2 ' BUDGET SUMMARIES.- Revenue Expenditures - Beginning End Balances 3 and and -By Fund Type--------------------------------- - - - - -- 4 ' -All Funds- Summary Historical Perspective- - - - - -- 5 -6 and - Administrative Division - Combined Departments - Village ' Manager, Finance, Community Development, Engineering 7 - Public Safety Division - Police Department----- - - - - -- 8 ' - Public Works Division - Combined Departments-Street, Sewer, Water, Garage----------- - - - - -- - 9 BUDGET NOTES AND ANALYSIS ' ABOUT THE VILLAGE OF DEERFIELD 10 -13 Ten Largest Taxpayers Ten Largest Employers Municipal Services and Facilities ' Budget Calendar MAJOR BUDGET POLICIES AND OBJECTIVES 14 -16 Budget Amendment Operating Budget ' Capital Program Effects of Capital Projects on Operating Budget Basis of Budgetary Accounting BUDGET AND FINANCE POLICY 16 ' Infrastructure 16 DEBT POLICY 16 -17 ACCOUNTING, AUDITING AND FINANCIAL REPORTING POLICIES 17 REVENUES 17 -18 ' Property Tax Sales Tax Income Tax Hotel /Motel Tax Interest Earnings User Charges Water Sewer ' Refuse Revenue Estimates FINANCIAL CONDITION OF THE FUNDS 18 -19 ' FINANCIAL CONDITION OF THE VILLAGE 19 1 TABLE OF CONTENTS ' ' PAGE FUTURE YEARS PROJECTIONS 19 ' COMMUNITY EVENTS 19 ' DOWNTOWN REDEVELOPMENT 19 INDIVIDUAL FUND BUDGETS: SUMMARY OF SIGNIFICANT ACCOUNTING AND BUDGETING POLICIES 20 -21 ' SUPPLEMENTAL CHARTS AND SCHEDULES: ' PENSION FUND - Police------------------------------------- ---- -- - - -- 126 -128 COMPARISON OF 1997 -01 PROPERTY TAX LEVIES------------------- - - -- -- 22 t Chart 1: Property Tax Dollar - Total Tax Apportionment----- - - - - -- 23 ENHANCED 9 -1 -1 FUND------------------------------------------- - - - - -- 134 -136 Chart 2: Budget Dollar Revenue - Source of Funding--------- - - - - -- 24 Chart 3: Budget Dollar Expenses - Where It Goes------------ - - - - -- 25 INFRASTRUCTURE REPLACEMENT FUND--------------------------- -- -- -- - --- 143 -145 Chart 4: Property Tax Comparison - Ten Year Comparison of EAV VEHICLE AND EQUIPMENT REPLACEMENT FUND-------------------- ---- - -- --- 146 -148 ' and Village Tax Rate 26 Chart 5: Property Tax Comparison - Ten Year Comparison of Total Tax Bill and Village Share 27 ' PERSONNEL SCHEDULE - Employees Full Time-------------------- -- -- - -- --- 28 - Employees Part Time ---=----------------- --- - - -- -- 29 ' FINANCIAL SECTION GENERAL FUND: ' SOURCES OF FUNDS AND EXPENDITURES - GENERAL FUND------------ - - - - -- 30 -31 ADMINISTRATIVE DIVISION - GENERAL FUND - Village Manager's Dept., Finance Dept., Community Development, Engineering Dept.----- - - - - -- 32 -51 ' PUBLIC SAFETY DIVISION - GENERAL FUND - Police Department--- - - - - -- 52 -62 STREET FUND - Public Works Division - Street Department------- -- - - -- 63 -78 ' SEWER FUND - Public Works Division - Sewer Department--------- - - - - -- 79 -94 WATER FUND - Public Works Division - Water Department--------- - - - - -- 95 -107 ' GARAGE FUND - Public Works Division - Garage Department------- - - - - -- 108 -114 INDIVIDUAL FUND BUDGETS: ' REFUSE FUND-------------------------------------- ------------- - - - - -- 115 -120 PARKING LOTS FUND--------------------------------------------- - - - - -- 121 -125 ' PENSION FUND - Police------------------------------------- ---- -- - - -- 126 -128 PENSION FUND - I. M. R. F.-------------------------- ------------- - - - - -- 129 -130 ' EMERGENCY SERVICES FUND---------------------------------- ----- --- - -- 131 -133 ENHANCED 9 -1 -1 FUND------------------------------------------- - - - - -- 134 -136 ' DEBT SERVICE FUND--------------------------------------------- - - - - -- 137 -139 MOTOR FUEL TAX FUND------------------------------------------- - - - - -- 140 -142 ' INFRASTRUCTURE REPLACEMENT FUND--------------------------- -- -- -- - --- 143 -145 VEHICLE AND EQUIPMENT REPLACEMENT FUND-------------------- ---- - -- --- 146 -148 ' 1 1 1 TABLE OF CONTENTS PAGE CAPITAL PROJECTS - BUDGET AND PROJECTIONS 2001 -02 TO 2005 - 2006-- - - - - -- 149 -153 COMPONENT UNIT: DEERFIELD PUBLIC LIBRARY--------------------- - - - - -- 154 ' LIBRARY APPENDICES-------------------------------------------- - - - - -- 155 ' - Public Works Division - Garage Dept -- Appendix C -4 161 Enhanced 9 -1 -1 Fund ----------- - - - - -- Appendix D 162 ' VEHICLE AND EQUIPMENT REPLACEMENT SCHEDULE--------- - - - - -- Appendix E 163 -165 GENERAL OBLIGATION DEBT---------------------------- - - - - -- Appendix F 166 ' GLOSSARY------------------------------------------------------ - - - - -- 167 -171 1 1 1 1 1 1 APPENDICES ' EQUIPMENT REQUEST - Administrative Division - Village Manager, Finance, Community Development, Engineering Depts- Appendix A 156 ' - Public Safety Division - Police Dept- Appendix B 157 - Public Works Division - Street Dept -- Appendix C -1 158 ' - Public Works Division - Sewer Dept --- Appendix C -2 159 - Public Works Division - water Dept - -- Appendix C -3 160 ' - Public Works Division - Garage Dept -- Appendix C -4 161 Enhanced 9 -1 -1 Fund ----------- - - - - -- Appendix D 162 ' VEHICLE AND EQUIPMENT REPLACEMENT SCHEDULE--------- - - - - -- Appendix E 163 -165 GENERAL OBLIGATION DEBT---------------------------- - - - - -- Appendix F 166 ' GLOSSARY------------------------------------------------------ - - - - -- 167 -171 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 About the cover: Featured is George Valentine, Finance•Director /Treasurer, who ' served with distinction from July 2, 1973 to his retirement on June 29, 2001. The Village's investment rating by Moody's went from Aa to Aaa. 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD ' ELECTED OFFICIALS Bernard Forrest, Mayor ' Steven M. Harris, Trustee Harriet E. Rosenthal, Trustee John H. Heuberger, Trustee William S. Seiden, Trustee Derek Ragona, Trustee Vernon E. Swanson, Trustee 1 1 VILLAGE MANAGER Robert D. Franz ' DEPARTMENT HEADS George J. Valentine, Treasurer and Finance Director John J. Sliozis, Chief of Police ' Barbara K. Little, Director of Public Works & Engineering Barbara Houpt, Director of Community Development 1 1 1 1 1 1 I ii THIS IS A BLANK PAGE 1 1 1 1 L 1 1 1 I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Village of Deerfield Organizational Chart Boards and Commissions Assistant to the Village Manager Public Mayor and Board of Trustees Village Manager 3 Employees Village Attorney Police Finance Community Public Works Development & Engineering 55 Employees 7 Employees 5 Employees 34 Employees Patrol Budgeting Planning Water Works Investigations Accounting Zoning Sewage Treatment Youth Treasury Code Streets Management Enforcement Communications Personnel Building Plan Vehicle Review Maintenance Records Utility Billing Permits Storm Drainage Research and Purchasing Appearance Plan Design Development Review & Review iii THIS IS A BLANK PAGE 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 401=1 GOVERNMENT FINANCE OFFICERS ASSOCIATION D istinguished Budget. Presentation Award PRESENTED TO Village of Deerfield, ' Illinois tFor the Fiscal Year Beginning May 1, 2000 President Executive Director ' The Government Finance Officers Association of the United States and Canada (GFOA) presented an award of Distinguished Presentation to the Village of Deerfield for the fiscal year beginning May 1, 2000. 1 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 communication 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. ' iv THIS IS A BLANK PAGE 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 J 1 1 1 1 J 1 C v 3 a n 1 1 1 1 1 1 1 1 1 1 �1] 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD ' Mayor BERNARD FORREST 1 tBUDGET MESSAGE ' Municipal governments exist to provide a wide range of basic services on which we all depend: police protection; snow plowing; water and sewer systems to name a few. The ability of an elected Board to provide these services in an effective and efficient manner rests on its financial decisions. That is why of all issues considered by the Village Board over the course of a year, none is more important than adoption of the annual ' budget. The Village's combined total budget for 2001 -02 is $24,420,000 an 8.2% increase over last year's budget that is ' due almost exclusively to capital improvement projects for which money has been reserved over the past several years. ' To remain competitive in the municipal market, there will be a 3.75% increase in the employee salary plan. Two new employees will be added: a dispatcher in the police department and a maintenance operator in the water division. For the tenth consecutive year, the Village will reduce the amount it receives from the property tax bill. Although we now receive less than 6% of the real estate taxes paid, this reduction reflects the Board's awareness t of the public's concern with higher property taxes. Developing alternative revenue sources and decreasing our dependence on property tax dollars has been a high priority. For the eleventh consecutive year, the Village has released surplus funds from the very successful Lake Cook ' Tax Increment Financing District. The amount distributed to local government agencies this past year was $6,956,000, bringing to $72,902,000 the total reallocated since 1990. The Village Center TIF District, while not generating surplus funds, continues to perform as planned. New buildings are being occupied by various ' businesses that will generate increased sales tax, which will benefit the General Fund. Again, I wish to emphasize that, as projected at the beginning of downtown redevelopment, the Village Center TIF projects have not and will not impose any tax burden on our residents. ' We are equally proud that this budget continues our practice of not imposing any new taxes on property owners. Although Deerfield is a Home Rule municipality, we do not have a Home Rule Sales Tax, Utility Tax or Real ' Estate Transfer Tax. Although a decision on its location has not yet been made, the Village remains committed to assisting the Park ' District in financing a new Senior Center. This facility is long overdue. A site should be selected through the normal zoning process and construction begun in this calendar year. 1 I850 WAUKEGAN ROAD DEERFIELD, ILLINOIS 60015 TELEPHONE 847.945.5000 1 Due to a, Water rate increase from Highland Park, the Village must increase its water rates from $2.65 to $2.85 ' per hundred cubic feet. This is only the second increase since 1992 and will amount to less than $10.00 per quarter for the average residential water customer. Scavenger rates must also be increased due to a new five - year contract awarded last fall to Onyx Waste Services. The last increase for refuse service was in 1995. t This budget includes funding in the amount of $100,000 as part of the Village's plan to inspect sidewalks and make repairs in one of the four quadrants on an annual basis. Also included is $34,000 to purchase and install ' video cameras in each of the police squad cars. This will allow police officers to record all contacts made while on patrol. Major capital projects scheduled in this budget are: completion of the new two million gallon underground water , reservoir at Mitchell Park and new transmission line from Highland Park to that facility; streetscape improvements in the two south quadrants of the downtown, continuation of the Street Rehabilitation Program; the installation of permanent traffic signals and a redesigned intersection at North Avenue and Waukegan Road; ' water main replacement on Central Avenue between Wilmot Road and Castlewood Lane; and a complete renovation of the police department facilities. This will be my last budget message as Deerfield's Mayor. Nothing gives me more pride in completing thirty- ' six years as an elected official than the financial condition of our community. Over the years, we have lived within our resources, built a solid tax base that supports all local government agencies and earned a AAA tax ' rating shared with only 60 municipalities throughout the United States. As always, I am grateful to the volunteers who serve on our boards and commissions and whose input is critical ' to our decision - making. They more than anything else define Deerfield....a community that has always been responsive to and responsible for the service needs of its citizens. April 16, 2001 n ' BERNARD FORREST Mayor ' 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 C d G'1 Cr7 y C r., a 1 1 1 1 1 1 1 1 1 1 1 1 1 1 L 1 1 1 1 1 ' VILLAGE OF DEERFIELD 2001 - 2002 ' BUDGET SUMMARIES *Accrued actuarial liability at 4/30/99 - $16,144,203 ' * *Combined totals are for memorandums only. The total figures in the case of a municipality may be misleading. Only in some circumstances can a surplus in one fund be used to relieve a deficit in another. C 1 1 1 3 AVAILABLE PROJECTED ' BEGINNING FUND EXPENDITURES/ ENDING FUND BALANCE REVENUES EXPENSES BALANCE General $ 1,500,000 $ 8,722,800 $ 7,720,650 $ 2,502,150 ' Street 25,000 1,151,900 1,389,580 (212,680) Sewer 420,000 1,812,000 2,193,570 38,430 Water 400,000 3,901,000 4,159,770 141,230 Scavenger 15,000 1,161,000 1,372,630 (196,630) ' Garage 0 236,500 247,160 (10,660) MFT 675,000 375,000 383,250 666,750 Police Pension* 18,000,000 2,120,000 711,000 19,409,000 IMRF 100,000 967,000 884,000 183,000 ' Debt Service 1,750,000 2,892,750 3,459,285 1,183,465 Infrastructure Replacement 950,000 537,600 1,028,000 459,600 Emergency Services 0 0 8,350 (8,350) ' Parking Lots 100,000 67,000 84,660 82,340 Vehicle & Equipment Replacement 100,000 527,000 613,150 13,850 ' Enhanced 911 100,000 153,600 165,200 881400 COMBINED VILLAGE FUNDS ** $24,135,000 $24,625,150 $24,420,255 $24,339,895 (Memorandum Only) ' Deerfield Public Library $ 200,000 $ 1,732,000 $ 1,732,000 $ 200,000 COMBINED ALL FUNDS $24,335,000 $26,357,150 $26,152,255 $24,539,895 *Accrued actuarial liability at 4/30/99 - $16,144,203 ' * *Combined totals are for memorandums only. The total figures in the case of a municipality may be misleading. Only in some circumstances can a surplus in one fund be used to relieve a deficit in another. C 1 1 1 3 THIS IS A BLANK PAGE 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 VILLAGE OF DEERFIELD 2001 - 2002 BUDGET SUMMARIES BY FUND TYPE 1 ` AVAILABLE PROJECTED BEGINNING FUND EXPENDITURES/ ENDING FUND BALANCE REVENUES EXPENSES BALANCE GENERAL FUND General $ 1,500,000 $ 8,722,800 $ 7,720,650 $ 2,502,150 Subtotal $ 1,500,000 $ 8,722,800 $ 7,720,650 $ 2,502,150 SPECIAL REVENUE FUNDS Emergency Services $ 0 $ 0 $ 8,350 $ (8,350) Street and Bridge 25,000 1,151,900 1,389,580 (212,680) IMRF 100,000 967,000 884,000 183,000 MFT 675,000 375,000 383,250 666,750 Enhanced 911 100,000 153,600 165,200 88,400 Subtotal $ 900,000 $ 2,647,500 $ 2,830,380 $ 717,120 DEBT SERVICE FUNDS Debt Service $ 1,750,000 $ 2,892,750 $ 3,459,285 $ 1,183,465 Subtotal $ 1,750,000 $ 2,892,750 $ 3,459,285 $ 1,183,465 CAPITAL PROJECTS FUNDS Replacement Funds: Infrastructure $ 950,000 $ 537,600 $ 1,028,000 $ 459,600 Vehicle & Equipment 100,000 527,000 613,150 13,850 Subtotal $ 1,050,000 $ 1,064,600 $ 1,641,150 $ 473,450 ENTERPRISE FUNDS - Water $ 400,000 $ 3,901,000 $ 4,159,770 $ 141,230 Sewer 420,000 1,812,000 2,193,570 38,430 Scavenger 15,000 1,161,000 1,372,630 (196,630) Parking Lots 100,000 67,000 84,660 82,340 Subtotal $ 935,000 $ 6,941,000 $ 7,810,630 $ 65,370 INTERNAL SERVICE FUNDS Garage $ 0 $ 236,500 $ 247,160 $ (10,660) Subtotal 0 $ 236,500 $ 247,160 $ (10,660) TRUST AND AGENCY FUNDS Police Pension $18,000,000 $ 2,120,000 $ 711,000 $19,409,000 Subtotal $18,000,000 $ 2,120,000 $ 711,000 $19,409,000 COMBINED VILLAGE FUNDS $24,135,000 $24,625,150 $24,420,255 $24,339,895 COMPONENT UNIT DEERFIELD PUBLIC LIBRARY $ 200,000 $ 1,732,000 $ 1,732,000 $ 200,000 COMBINED ALL FUNDS $24,335,000 $26,357,150 $26,152,255 $24,539,895 1 ` BUDGET SUMMARY AND HISTORICAL PERSPECTIVE . Revenue Police Debt Item General Street Sewer Water Scavenaei Garage MFT Pension IMRF Service axes; Property Tax 330,000 755,000 375,000 890,000 319,000 Property Tax pr yrs Replacement Tax 10,000 12,000 85,000 Motor Fuel 600,000 Sales Tax 3,000,000 Local Use Tax 270,000 State income Tax 1,425,000 Hotel -Motel Tax 2,200,000 License & Permi Liquor/Food 76,500 Other Business Lie 38,000 Vehicle 340,000 Building Permits 350,000 33,000 15,000 Non - Business Lie 53,000 Charges: Police Services 79,000 False Alarms 50,000 Dispatching Sery 135,000 User Fees 1,680,000 3;653,000 330,000 Penalties 19,000 28,000 4,000 Rental Income Fran Fees - Cable 180,000 Telecommunication 450,000 50/50 Program 5,000 Interfund Charges 0 236,500 Engineering Fees 5,000 Misc Rev .interest Earnings 350,000 40,000 75,000 200,000 20,000 45,000 1,500,000 65,000 150,000 State Grants 2,000 32,000 Miscellaneous 54,300 9,900 5,000 5,000 52,000 205,000 Employee Cont 235,000 Ordin Violations 245,000 Transfers: Transfer Charges 60,000 Transf Pking to St 125,000 MFT to Street 270,000 (270,000 Trans to Debt Sery 2,133,750 Trans to INF (300,000 Trans to V & E Misc Trans TOTAL 8,722,800 1,151,900 1,812,000 3,901,000 1,161,000 236,500 375,000 21120,000 967,004 2,892,750 Expenditure Categories: Personal Services 5,132,080 530,260 891,380 586,460 67,180 137,700 Other Services 212,850 161,800 487,800 153,100 32,000 8,100 Contractual 1,602,710 306,120 408,290 708,200 1,220,350 31,860 13,000 Commodities 411,410 266,900 233,100 2,109,500 22,100 65,700 Capital Outlay 361,600 124,500 173,000 602,510 31,000 3,800 383,250 Debt Service 3,459,285 Pension Cost 698,000 . 884,000 TOTAL 7,720,650 1,389,580 2,193,570 4,159,770 1,372,630 247,160 383,250 711,000 884,000 3,459,285 Equity Transfer (5,000,000 5 ' BUDGET SUMMARY AND HISTORICAL PERSPECTIVE '2001 -02 2000 -01 2000 -01 1999 -00 Infrat. Emerger Parking Equip. Enhanced TOTAL Est TOTAL Actual Ranl_ Sarvieps Lots Renlacrr 911 Budget Actual Budget 1 1 1 1 1 C 1 1 1 1 1 1 1 1 1 1 1 R Taxes: 2,669,000 2,757,495 2,757,495 3,012,595 Property Tax . 0 0 0 Property Tax pr yrs 107,000 107,000 100,000 106,020 Replacement Tax 600,000 575,000 450,000 489,252 Motor Fuel 3,000,000 2,900,000 2,800,000 2,590,954 Sales Tax 270,000 259,000 247,500 242,662 Local Use Tax 1,425,000 1,375,000 1,300,000 1,330,959 State Income Tax 2,200,000 2,180,000 2,100,000 2,096,683 Hotel -Motel Tax 0 License & Permits 76,500 74,500 65,000 60,456 Liquor /Food 38,000 38,000 32,500 37,379 Other Business Lic 340,000 335,000 350,000 341,934 Vehicle 398,000 504,000 299,000 402,494 Building Permits 53,000 53,000 52,500 56,586 Non - Business Lic Charges: 79,000 78,000 82,000 84,395 Police Services 50,000 55,000 40,000 60,615 False Alarms 16,600 151,600 151,070 150,000 146,812 Dispatching Sery 162,000 5,825,000 5,568,000 5,804,000 5,900,904 User Fees 51,000 50,000 50,000 54,238 Penalties 0 2,800 1,800 2,935 Rental Income 180,000 190,000 155,000 162,850 Fran Fees - Cable 125,000 575,000 527,530 400,000 470,184 Fran Fees - Telephone 5,000 3,000 35,000 27,184 50150 Program 512,000 748,500 751,499 777,500 729,470 Interfund Charges 5,000 12,500 5,000 87,560 Engineering Fees 0 Misc Rev 37,600 30,000 12,000 2,524,600 2,832,101 2,425,000 2,779,567 Interest Earnings 34,000 44,000 79,000 78,521 State Grants 15,000 346,200 414,459 574,500 414,247 Miscellaneous 235,000 220,000 220,000 214,399 Employee Cont 245,000 249,999 370,000 396,164 Ordin Violations Transfers: 60,000 60,000 60,000 Transfer Charges (125,000 ) 0 125,000 (225,000 ) 0 Transf Pking to St 0 135,000 0 MFT to Street 2,133,750 2,406,750 2,196,750 728,250 Trans to Debt Sery 500,000 200,000 0 (100,000 ) 0 Trans to INF 0 0 Trans to V & E 0 (40,000 ) 0 537,600 0 67,000 527,000 153,600 24,625,150 25,034,703 23,554,545 23,166,269 TOTAL Expenditure Categories: 22,540 7,367,600 6,818,246 6,981,390 6,420,249 Personal Services 2,250 19,200 13,500 1,090,600 1,147,224 1,144,100 852,317 Other Services 4,600 30,720 113,700 4,439,550 3,919,451 4,253,660 2,858,024 Contractual 5001 9,200 3,118,410 2,908,205 2,887,330 2,881,491 Commodities 1,028,000 1,000 3,000 613,150 38,000 3,362,810 2,785,152 2,288,490 2,427,001 Capital Outlay 3,459,285 3,513,795 3,515,545 2,002,714 Debt Service 1,582,000 1,397,204 1,485,200 1,263,233 Pension Cost 1,028,000 8,350 84,660 613,150 165,200 24,420,255 22,489,277 22,555,715 18,705,029 TOTAL 5,000,000 Equity Transfer R VILLAGE OF DEERFIELD 7 ADMINISTRATIVE DIVISION FUNDING SOURCE OPERATING BUDGET DEPARTMENT General Fund 2001 - 2002 Village Manager, Finance, Comm. Dev., Engineering ACCOUNT 2001 -02 2000 -01 INCREASE PERCENT NUMBER DESCRIPTION PROPOSED BUDGET (DECREASE) CHANGE 5115 Benefits $ 205,240 $ 198,660 $ 6,580 3.3 5116 Apparel 900 1,030 (130) (12.6) 5212 Travel, Training, etc. 48,120 47,110 1,010 2.1 5213 Printing and Advertising 43,250 45,750 (2,500) (5.5) 5214 Communications 42,200 38,520 3,680 9.6 5315 Insurance 52,000 52,000 0 0.0 5316 Professional 298,590 225,730 72,860 32.3 5317 Contractual 168,500 162,400 6,100 3.8 5216 Utility Services 4,000 4,000 0 0.0 5419 Petroleum Products 21800 2,300 500 21.7 5211 Repairs & Maintenance 46,400 76,770 (30,370) (39.6) 5218 Miscellaneous 79,740 79,740 0 0.0 5318 Subsidies 47,000 47,000 0 0.0 5231 MV Maintenance 61800 6,760 40 0.6 5412 Supplies 41,450 41,750 (300) (0.7) 5428 Materials 1,000 1,000 0 0.0 5431 Small Tools & Equipment 2,000 2,000 0 0.0 6111 Equipment 20,600 19,400 1,200 6.2 7317 Vehicle +Equipment Replacement 45,000 45,000 0 0.0 TOTAL (without salaries) $1,155,590 $1,096,920 $ 58,670 5.4 5111 Salaries 1,367,080 1,322,770 44,310 3.4 TOTAL $2,522,670 $2,419,690 $ 102,980 4.3 Per Capita Cost $140.13 $134.41 Number of Employees: Full time 16 16 Part time (Full time Equivalent) 2.70 3.40 7 ' 'PUBLIC VILLAGE OF DEERFIELD SAFETY DIVISION FUNDING SOURCE OPERATING BUDGET General Fund 2001 -2002 DEPARTMENT Police 'ACCOUNT 2001 -02 2000 -01 INCREASE PERCENT NUMBER DESCRIPTION PROPOSED BUDGET (DECREASE) CHANGE Benefits $ 601,280 $ 534,830 $ 66,450 12.4 '5115 5116 Apparel 47,450 47,100 350 0.7 5212 Travel, Training, etc. 44,800 37,250 7,550 20.3 ' 5213 Printing and Advertising 8,000 8,000 0 0.0 5214 Communications 60,250 48,000 12,250 25.5 5315 Insurance 136,400 136,400 0 0.0 t5316 Professional 4,500 41900 (400) (8.2) 5317 Contractual 89,200 84,540 4,660 5.5 ' 5419 Petroleum Products 39,700 36,500 3,200 8.8 5211 Repairs & Maintenance 18,000 24,000 (6,000) (25.0) ' 5218 5231 Miscellaneous MV Maintenance 8,200 35,200 7,100 32,500 1,100 2,700 15.5 8.3 5412 Supplies 44,000 46,700 (2,700) (5.8) '6111 Equipment 86,000 29,700 56,300 189.6 7317 Vehicle +Equipment Replacement 210,000 210,000 0 0.0 ' TOTAL (without salaries) $1,432,980 $1,287,520 $ 145,460 11.3 5111 Salaries 3,765,000 3,553,260 211,740 6.0 ' TOTAL $5,197,980 $4,840,780 $ 357,200 7.4 Per Capita Cost $288.74 $268.90 ' Number of Employees: Full time 55 54 Part time ' (Full time Equivalent) 2.50 2.30 1 1 1 T FUNDING SOURCE Street Fd. Sewer Fd. Water Fd. Garage Fd. VILLAGE OF DEERFIELD PUBLIC WORKS DIVISION OPERATING BUDGET 2001 - 2002 DEPARTMENT Street, Sewer Water, Garage ACCOUNT NUMBER DESCRIPTION 2001 -02 PROPOSED 2000 -01 BUDGET INCREASE (DECREASE) PERCENT CHANGE 5115 Benefits $ 324,860 $ 300,670 $ 24,190 8.1 5116 Apparel 16,000 11,700 4,300 36.8 5212 Travel, Training, etc. 9,000 6,800 2,200 32.4 5213 Printing and Advertising 6,300 5,700 600 10.5 5214 Communications 52,200 36,100 16,100 44.6 5315 Insurance 215,010 215,010 0 0.0 5316 Professional 34,100 32,600 1,500 4.6 5317 Contractual 880,500 322.,600 557,900 172.9 5216 Utility Services 310,800 296,400 14,400 4.9 5419 Petroleum Products 37,100 32,500 4,600 14.2 5211 Repairs & Maintenance 330,100 421,600 (91,500) (21.7) 5210 Equipment Rental 11,000 11,000 0 0.0 5425 Salt 80,000 75,000 5,000 6.7 5221 Occupancy 40,000 40;000 0 0.0 5218 Miscellaneous 22,900 21,800 1,100 5.1 5427 Aggregates. 112,400 103,400 9,000 8.7 5426 Chlorine 4,500 4,500 0 0.0 5432 Purchase of Water 1,950,000 1,800,000 150,000 8.3 5231 MV Maintenance 106,700 93,600 13,100 14.0 5412 Supplies 160,100 142,700 17,400 12.2 5428 Materials 220,000 196,000 24,000 12.2 5431 Small Tools & Equipment 5,900 5,400 500 9.3 6111 Equipment 127,400 106,250 21,150 19.9 5429 Street Signs 11,000 9,000 2,000 22.2 7316 Depreciation 130,000 130,000 0 0.0 7116 Bond Principal 290,000 275,000 15,000 5.5 7217 Bond Interest 198,410 210,440 (12,030) (5.7) 7317 Vehicle +Equipment Replacement 158,000 158,000 0 0.0 TOTAL (without salaries) $5,844,280 $5,063,770 $ 780,510 15.4 5111 Salaries _2,145,800 2,018,830 _126,970 6.3 TOTAL $7,990,080 $7,082,600 $ 907,480 12.8 Per Capita Cost $443.84 $393.43 Number of Employees: Full time 33 32 Part time (Full time Equivalent) 2.40 2.50 9 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ea c� t� `" C3 n� <p n 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET NOTES AND ANALYSIS 1 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 1980 Census recorded a population of 17,430 and 5,489 housing units within a land area of 7.0 square miles. A 1997 special census showed a population of 18,002. The Village's population has ' increased by 3.3% from 1980, whereas the number of housing units in the Village has grown by 22.8% to 6,740, indicating a continuing trend toward smaller household sizes. Year Population Housing Units ' 1980 17,430 5,489 1990 17,327 6,052 Estimated 1994 17,800 6,052 ' Special Census 1997 18,002 6,740 Deerfield is recognized as one of the State's wealthiest communities. In the 1990 Census, Deerfield ranked fourth in the State in terms of Median Family Income in ' municipalities with populations of at least 10,000. The Village's $232,200 Median Home Value at the 1990 Census was 187.0% greater than the statewide median of $80,900. Over the past ten years the Village has seen considerable building activity, ' particularly in new office /commercial buildings. The southern end of the Village, which is the Cook County portion and a small portion of Lake County represents approximately 17% of the Village's tax base and contains a major retailing area as well as commercial /light industrial development. This area has grown from a 1981 equalized ' assessed valuation (EAV) of 14,313,998 to a 1999 EAV of 155, 518, 847. This includes the increment for a tax incremental financing (TIF) district. Significantly, there is no residential development in this major area. 1 1 1 1 1 C 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 I -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 Deerfield's downtown business district, which is undergoing 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. Percentage of Total 1 10 Equalized Village Assessed Assessed Taxpayer Business Properties Valuation Valuation MidAmerica Asset Management Deerbrook Shopping Center $26,598,012 3.2.g Cornerstone Deerfield LLL Corporate 500 Center 22,025,648 2.7t Crane & Norcross Parkway North 21,921,015 2.7% Taxpayer of Record Lake Cook Office Center 18,226,850 2.2% Travenol Lab Tax Department Baxter - Office Buildings 15,668,076 1.9% Estate of James Campbell Arbor Lake Center 15,407,527 1.9� Felcor Suites Ltd. Partnership Embassy Suites Hotel 13,251,715 1.6% S.M. Brell LP Hyatt Campus Office Park 7,243,045 .9.-W Stein Lake Cook III Office Building 6,129,874 .7% Draper Kramer Lake Cook Deerfield Office Center 6,129,866 .7% $152,601,628 18.5% 1 10 The table below lists the ten largest employers in the Village as determined by a July 2000 canvass of employers. Employer Business /Service Number of Employees Baxter Health Care Products 1,000 Hewitt Associates Management Consulting 806 Ill. State Student Assistance Comm Student Loans (State Agency) 550 Alliant Foodservice Institutional Food Service 500 Deerfield School District 109 Elementary School District 389 Fujisawa Healthcare Pharmaceuticals 350 Fort James Corporation Paper Based Consumer Products (Hdgtrs) 300 Wm. M. Mercer, Inc. Management Consulting 300 Twp. High School District 113 High School District 239 West Group Publishing 225 The following municipal services and facilities are available in the Village of Deerfield: Number of Full -Time Employees (FTE) 111 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 177,000 Circulation 340,000 Recreation Facilities: Number of Parks and Playgrounds 20 Park Area in Acres 288 Municipal Water Utility: Population Serviced 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 111 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 $980,000 Police Building addition to the Village Hall, constructed in July, 1980, and the Village Hall Annex constructed in 1959 11 (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 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. 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 and a 4.3 millon 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). Water Improvement ' The Village is in the process of building a transmission main and a 2,000,000 gallon reservoir. It is anticipated that this will satisfy the Village's need for potable water capacity until the year 2021. See Water Improvements, page 52. ' The Village is served by separate sanitary sewers (70 miles) and storm sewers (70 miles) with 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 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 1 1 1 1 1 1 1 12 BUDGET CALENDAR BUDGET PREPARATION AND LEGISLATIVE ENACTMENT FOR FISCAL YEAR 2001 -02 DATES OPERATING TIMETABLE RESPONSIBILITY CENTER January 8 -26 - Preparation of department Department heads, budgets Staff January 29 - All departmental budgets returned to Village Manager for review January 29- - Manager reviews budget with Village Manager, February 9 department heads Finance Director, Department heads February 12 - Completed budgets to Finance Finance Department Department for computation and typing; further review when necessary March 2 - Budget to Mayor and Board of Trustees Finance Department for review March 2 -16 - Review by Mayor and Board of Trustees Mayor and Board of Trustees March 5 - Adopt ordinance calling for tentative Board of Trustees budget and publication March 8 - Legal publication of notice of public Staff inspection of budget March 8 - Proposed budget placed on file for Staff review by public March 19 - Commence budget review meetings Mayor and Board of Trustees, Finance Director, Department heads April 5 - Notice of budget hearing e Staff April 16 - Public hearing and Board meeting Resolution by Mayor and passage of the budget and Board of Trustees April 30 - 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 3 - Board Commentary on 2001 -02 Budget Mayor and Board of Trustees 13 1 1 1 7 1 1 MAJOR BUDGET POLICIES AND OBJECTIVES VILLAGE GOALS • To maintain a safe, healthy atmosphere in which to live and work. • To provide for the Village's long term financial stability. • To respond in an efficient and effective manner to community needs. MAJOR BUDGET POLICIES FOR THIS FISCAL YEAR • Base Salary Increase - 3.75t • Village property tax decrease of 3t (10th reduction in a row) • Increase in water and refuse rates. • Capital Projects - Water System Improvements: Improvements consist of a new reservoir, pump station and transmission main. Financing of $8,500,000 done by a bond issue and internally raised funds. On 12/15/97 a $5,000,000 bond issue was sold for the water improvement program. Capital Project item #34 A -D describes, this year's improvements. Street Rehabilitation Project of $705,000. Capital Project item #4. ' 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 numbers 42 and 43 totalling $3,270,000 over two budget years. - Improvement of the Osterman Avenue and Waukegan Road intersection, Item #41 totalling $300,000. ' -Minor Road and site work costing less than $100,000. ANALYSIS OF MAJOR BUDGET POLICIES AND OBJECTIVES: ' Water System Improvements. In 1998 -99 the Village began implementing water system improvements of approximately $8,500,000. The improvements consist of additional water storage, pumping and transmission mains. They are the first major improvements to the water system in approximately 25 years. The Village ' sold a $5,000,000 bond issue in December of 1997. Any additional funds will come from Water Department revenues. 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 27), and the ' only home rule revenue source utilized by the Village is a 6% hotel tax which provides projected revenue of over $2,200,000. 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. ' 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. 1 14 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. Bond Issues. The last bond issues sold by the Village were in 1997 -98. These bond issues were $17,000,000 for the Village downtown redevelopment project and $5,000,000 for the beginning of the Village water renovation project. These issues will not impact the property tax levy. The water bonds will be paid out of water fund revenues and the downtown redevelopment bonds will be paid from TIF proceeds. 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 Finance Committee of the Board of Trustees meets to review the budget. The committee's analysis is wide ranging, including discussion of all operating expenditures, existing and potential revenue sources, and requirements of the Village's physical plant. In conjunction with its review of specific programs and services, the Committee also discusses the present and future needs of the citizenry. 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 budget, pages 149 -153. These projects are brought to the Village's attention, generally by the Director of Public Works and Engineering, other Village personnel, the Village Board, members of the public, or by outside professional consultants. These items are prioritized by staff members, commencing with 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. The Capital Improvement Program can be divided into three parts: Maintenance, Improvements and Additions, and Redevelopment. Maintenance. It is difficult to assign a savings value to maintenance programs; however, as a rule of thumb, money spent on the rehabilitation of streets, that is, bringing a marginal street up to standard, adding curb and gutter where needed, as opposed to complete reconstruction of the street, has a factor of about 6 to 1. The $705,000 that the Village is spending on street maintenance would eventually save in excess of $4,000,000 over complete reconstruction. Improvements and Additions. There are no additions to the Village Capital Plan which require additional personnel. The only additions which appear to have additional costs involved are some of the street lighting projects. The electricity for street lighting is covered under the Village's franchise agreement with Commonwealth Edison, so electrical costs are free; however, the maintenance of an intersection is approximately $1000 per month. Redevelopment. Redevelopment of the Village's downtown is into its third fiscal year. It is estimated that the cost to the Village will be approximately $150,000 in lost sales tax during the period of construction, spread over two fiscal years. It is projected that sales tax in the new development will be approximately $350,000 per year, an increase of 100% -200% 1 1 L 1 1 1 1 1 1 1 1 1 1 1 1 15 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 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 fund liability is incurred. The Village charges operating departments for equipment and motor vehicles based on the current market value and estimated years of useage. 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. This year the Infrastructure Replacement Fund will fund $705,000 for street resurfacing and renovation. In the last ten years the Village has resurfaced or rehabilitated approximately 50% of all streets in the Village. A water system imrovement program will increase storage, transmission and pumping capacity, which will benefit all Village residents. A transfer of $5,000,000 from General Fund Surplus to the Intrastructure Maintenance Fund will be made this year to provide for the long term maintenance of the infrastructure of the Village. 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 16 Assessed Valuation - 5/1/99* $701,084,856 Legal Debt Limit - 8.625 60,469,000 Amount of Debt Applicable to Limit 3,788,185 Legal Debt Margin Available 56,680,815 *1999 equalized assessed valuation The figures demonstrate that the Village has been frugal in its use of its home rule debt authority. The Village's ratio of net bonded debt to be paid from property tax is .63 %, approximately .21W of its estimated full values. This compares with a median average of 1.73W of estimated full value for cities of 10,000- 24,999 in Moody's report on 1997 valuations. In determining the source of funds for major projects, the Village's particular borrowing requirements are identified and analyzed. In light of these requirements, the Village balances its available cash and the possibility of using local improvement or special taxing districts, lease financing and long term debt. As part of the review, interest rate cycles and the current level of Village debt are considered. The Village also reviews the potential for issuing short term versus long term debt. The Village's current bond rating is AAA by Moody's, issued in December 1997. 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 careful 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 - $2,669,000. 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 Village has been sparing in its use of the property tax levy as is shown in the chart on page 26. For the past five years the Village's property tax levy has declined both in tax rate and real dollars. The property tax is primarily used for: Debt Service - 12 %, Pensions - 48�, Refuse Services - 28 %, Street Department - 12 %. 1 1 1 1 1 1 1 1 C 1 1 1 1 1 1 1 1 17 ' 1 1 1 1 1 1 1 1 1 1 1 1 1 Sales Tax - $3,000,000 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 2000 -01 due to the addition of significant retail businesses in the Village's new downtown. In spite of significant construction in the central business district, the sales tax is reacting strongly. In 1999 -00 sales taxes collected were $2,590,954. The increase is largely due to many additional retail businesses coming into the Village. Estimated receipts for 2000 -01 are $2,900,000. Income Tax - $1,425,000 projected - The Village receives a portion of the State of Illinois Income Tax receipts. This projection is consistent with the estimates of the Illinois Department of Revenue. Hotel /Motel Tax - $2,200,000 projected - This revenue estimate is based on historic occupancy levels and room charges. Interest Earnings - $2,615,600 projected - The largest dollar amount of interest is earned in the Police Pension Fund, where $1,500,000 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 $699,600 in interest revenue is based on a 90 -day treasury bill earning at a rate of 4.250. User Charges - Village budgetary policy requires that those funds which can be reasonably financed by a user charge be so financed. water - $3,653,000, the budgeted amount for water sales, is based on the rate of $2.85 per 100 cubic feet. The current rate of $2.85 is an increase beginning May 2, 2001 from the prior rate of $2.65 per 100 cubic feet. Sewer - $1,680.,000, the budgeted amount for sewer charges, is based on current usage and the sewer charge of $1.83 per 100 cubic feet. Refuse - $330,000, 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. The current projection of revenue is $630,000.for the budget year. 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. 1 1 18 EQUALIZED ASSESSED VALUATION FOR TAX PURPOSES Net for Taxing Incremental Tax Levy Year Purposes Valuation Total ' 1993 $570,794,665 $113,121,403 $683,916,068 1994 583,049,834 108,488,071 691,537,905 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: Cook County 86,392,477 75,872,381 162,264,858 ' Lake County 614,693,379 95,199,355 709,892,734 Total: $701,085,856 $171,071,736 $872,157,592 1 1 18 1 FINANCIAL CONDITION OF THE FUNDS I 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. 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. The exceptions to this, as currently budgeted, are the Street, Scavenger, Garage and Emergency Services Funds. 1 FINANCIAL CONDITION OF THE VILLAGE The Village continues to be in sound financial condition. This is evidenced ' by: 1. Moody's rating of AAA. 2. Continuation of increases to General Fund Revenue. ' 3. Revenue continuing to expand at a sustainable rate. 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. DOWNTOWN REDEVELOPMENT ' Southwest Quadrant: An area comprised of approximately 17 acres is the subject of a redevelopment agreement which required the razing of t approximately 140,000 square feet of retail, office and residential properties which has been replaced by 255,000 square feet of retail and office space. The development was built by CRM Properties, Inc. Occupancy began in April 2000 and is ongoing at this time. ' Southeast Quadrant: Mesirow Stein is the developer of approximately five acres at the southeast corner of Deerfield Road and Waukegan Road. The Mesirow Stein development will contain approximately 50,000 square feet of ' retail and office space and 60 apartments. Construction began in spring of 2000, with completion anticipated in summer of 2001. South Commons: James Company is the developer of the South Commons, an ' area southwest of the downtown area. The plan calls for approximately 150 units of condominiums and townhomes on approximately 10 acres. Construction began in the spring of 2000. Completion is anticipated in the summer of 2001. 1 1 1 19 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 r r; O a 2 n n CA 1 1 7 1 1 C 1 1 1 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS ' SUMMARY OF SIGNIFICANT ACCOUNTING AND BUDGETING POLICIES The Village of Deerfield, Illinois, was incorporated April 14, 1903. The Village operates under a Board /Manager form of government and provides the following ' services as authorized by its charter: public safety (police), highways and streets, sanitation, health and social services, culture, recreation, public improvements, community development and general administrative services. ' 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 more significant policies. ' A. Reporting Entity and Its 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. ' 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 Street Motor Fuel Tax ' IMRF Emergency Services Debt Service Fund - Debt Service Funds are used to account for the accumulation ' of resources for, and the payment of, general long -term debt principal, interest, and related costs. The Debt Service Fund has been treated as a single fund and budgeted in a like manner by the Village. Capital Project Funds - Capital Project Funds are used to 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). These projects are budgeted in the Capital Projects ' Budget. In addition, the following funds are Capital Project Funds: Infrastructure Replacement Fund Vehicle and Equipment Replacement Fund ' 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 main- ' 20 tenance, 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 (Garage) - Internal Service Funds are used to account for the financing of goods or services provided by one department or agency to other departments or agencies of the Village, or to other governments, on a cost - reimbursement basis. The Village has one Internal Service Fund which is the Garage 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 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 the Government, does not provide services entirely to the Government. Because the Library possesses the characteristics of a legally separate government and'does not service the primary government, the Library is reported as a component unit in this budget. C. Basis of Accounting Basis of accounting refers to when revenues and expenditures or expenses are recognized in the accounts and reported in the annual budget. All Governmental Funds (General Fund, Special Revenue Funds, Capital Project Funds) are accounted for using the modified accrual basis of accounting. Their revenues are recognized when they become measurable and available as net current assets. The Village's share of State - assessed income taxes, gross receipts, and sales taxes are considered '!measurable" when. in the hands of intermediary collecting governments and are recognized as revenue at that time. Anticipated refunds of such taxes are recorded as liabilities and reductions of revenue when they are measurable and their validity seems certain. Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred. Agency Fund assets and liabilities are accounted for on the modified accrual basis. All Proprietary Funds and Pension Trust Funds (Enterprise, Internal Service, Police Pension) are accounted for using the accrual basis of accounting. Their revenues are recognized when they are earned, and their expenses are recognized when they are incurred. Unbilled Waterworks and Sewerage Fund utility service receivables are recorded at year end. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 21 ' C 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 LJ m �3 =z c ra- r a N 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 L J 1 1 1 1 1 1 22 Village of Deerfield 2001 Proposed Property Tax Levy with five year comparison -'Fund, 7 1997 1998 1999 2000 2001` - (Proposed) , M (proposed)?; S ytµ t Street 330,000 330,000 330,000 330,000 330,000 'IMRFs5 ' ` 510,000 510,000 500,000 490,000 490,000 FICA '•, _: 400,000 400,000 400,000 400,000 400,000 .Police Pensions ,, 280,000 300,000 320,000 340,000 375,000 SCavellger t" _ 725,000 740,000 755,000 755,000 755,000 'Debt.;Servicej(net) 699,155 619.105 553.825 442.495 319.000 Y' Total Village , =i 2,944,155 2,899,105 2,858,825 2,757,495 2,669,000 ✓:� ,5 gr'� r �4 Library F 1,269,000 134. 3,000 1,420,000 1,384,000 1,423,000 Combined L'e r 4,213,155 4,242,105 4,278,825 4,141,495 4,092,000 Tax Rate History a' EA V ter, 648,880,301 677,651,742 701,085,856 720,000,000 750,000,000 i km Tax Rate(iper�$100)' 'r (est) (est) py r aq tiJ 1/illage `:r. 3� r4 0.454 0.428 0.408 0.383 0.356 aA_•�n 0.196 0.198 0.203 0.192 0.190 Combined - 0.649 0.626 0.610 0.575 0.546 1 22 THIS IS A BLANK PAGE 1 L� 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Property Tax Dollar Apportionment (1) 1999 Tax Levy Collected 2000 School District 1 34.7% Village of Deerfield 5.8% School District 113 29.5% (1) The Village is in several taxing districts. The illustrated apportionment is generally representative of the Village as a whole. erfield Public Library 2.8% Park District 5.9% Fire Prevention District 7.7% ellaneous 3.2% 23 1 1 1 1 1 1 1 1 1 1 1 1 1 1 THIS IS A BLANK PAGE I 1 1 1 1 1 1 1 1 lunicipal Sales Ta) 13.0% 1 1 1 1 1 1 Budget Do State Income Tax 5.7% Village, Other 13.2% liar, Where It From 2001 -2002 Comes Cash Hotel Tax Balance/Transfers 0 8.8% 11.8% Motor Fuel Tax-7qq 2.4% Vehicle Stickers) 1.3% Refuse Charges 1.5% Water Charges 14.6% Interest Earnings 10.4% Village Property Tax 10.6% Sewer Charges 6.7% This Chart illustrates the major funding sources of the Village. Contrary to popular opinion, property tax is less than 11% of the Village's funding sources 24 THIS IS A BLANK PAGE 1 1 1� 1 1 1 1 1 1 1 1 1 1 J 1 1 1 1 Budget Dollar, 1 1 1 keneral Oblig 1 Debt 14.2% 1 Police Inc ' Pensio 24.2 °r 2001- Where It Goes 2002 General Miscellaneous Government 8.2% 10.3% Dater 7.0% Scavenger 5.6% T 4 Street ' 9.9% The Largest use of the Village's resources is the Public Works Department. ' The primary source of their funding comes from user charges. The second largest user of the Village's resources is the Police Department. Public Works (43.1 %) - Water, Sewer, Street, Scavenger, and MFT t 25 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 THIS IS A BLANK PAGE I 1 ICHART 4 - COMPARISON OF EAV AND VILLAGE TAX RATE 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 The Village tax levies have increased only moderately if at all. In the property Tax System, Equalized Assessed Valuation Tax Levies and Tax Rates are intertwined In the Village ofDeerJield, the Equalizes Assessed Valuation has risen sharply. Equalized Assessed Valuation 2000 and 2001 Estimated 800 3300 0.e 0.55 0.5 0.45 0.4 750 700 3200 y 3100 �c 3000 2900 2800 850 B 800 550 0.35 500 2700 2800 1991 1992 1993 1994 1995 1998 1997 1998 1999 2000 2001 Levy Years ❑ Equalized Assessed Valuatbn The Village tax levies have increased only moderately if at all. In the property Tax System, Equalized Assessed Valuation Tax Levies and Tax Rates are intertwined In the Village ofDeerJield, the Equalizes Assessed Valuation has risen sharply. 26 Property Tax Rates 1991 -2001 2000 and 2001 Estimated Tax Levies 1991 -2001 2001Proposed 3300 0.e 0.55 0.5 0.45 0.4 3200 y 3100 �c 3000 2900 2800 0.35 2700 2800 1991 1992 1993 1994 1995 1999 1997 1998 1999 2000 2001 Levy Years ❑ Ytliage Properly Tex Levy 26 Property Tax Rates 1991 -2001 2000 and 2001 Estimated 0.55 0.e 0.55 0.5 0.45 0.4 0.35 1991 1992 1993 1984 1995 1990 1997 1998 1999 2000 2001 Levy Years ❑ Property Tax Rate 26 THIS IS A BLANK PAGE 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 1 1 CHART 5 — COMPARISON OF TOTAL TAX BILL AND VILLAGE SHARE These graphs depict the property tax bill on one specific property. It shows that the Village's share is a small portion of the total and the dollar amount received by the Village has remained constant. Property Tax Bill Specific Property I ❑ Specific Property Village Property Tax Specific Property lip ■��`���� �■ ❑ Village's Total Village Percentage of Property Tax Bill ►— 0.1 0 0.09 0.08 cc 0.07 0 0.06 ❑ Percentage . 0.05 rn m 1990 1991 1992 eee� X -Axis 1996 1999 27 THIS IS A BLANK PAGE 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 C 1 1 I I 1 1 1 1 Village of Deerfield Full Time Employees as Budgeted DEPARTMENT 95 96 97 98 99 00 01 02 VILLAGE MANAGER 3 3 3 3 3 3 3 3 FINANCE 7 7 7 7 7 7 7 7 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 11 11 12 12 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 31 31 32 32 33 POLICE: ADMINISTRATION 9 9 9 9 9 9 9 9 COMMUNICATIONS 6 6 6 7 7 7 7 8 INVESTIGATIONS 3 3 3 3 3 3 3 3 PATROL 29 29 29 31 31 31 31 31 YOUTH SERVICES 4 4 4 4 4 4 4 4 TOTAL POLICE 51 51 51 54 54 54 54 55 TOTAL 98 98 98 101 101 102 102 104 28 Village of Deerfield Part Time Employees as Budgeted DEPARTMENT 95 96 97 98 99 00 01 02 VILLAGE MANAGER 0.8 1.0 1.0 1.1 0.6 0.6 0.8 0.2 FINANCE 1.9 1.8 1.8 1.0 0.7 0.8 0.8 0.8 ENGINEERING 0.0 0.0 0.3 0.0 0.0 0.1 0.1 0.0 COMMUNITY DEVELOPMENT 1.7 1.6 1.6 1.0 0.9 1.6 1.7 1.7 PUBLIC WORKS: STREETS 0.9 1.8 1.8 1.1 1.0 1.8 1.0 1.0 UTILITIES MAINTENANCE 0.7 1.2 1.2 1.1 1.2 1.3 1.0 1.2 SEWAGE TREATMENT PLANT 0.3 0.4 0.4 0.6 0.5 0.5 0.5 0.2 TOTAL PUBLIC WORKS 1.9 3.4 3.4 2.8 2.7 3.6 2.5 2.4 POLICE: ADMINISTRATION 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 COMMUNICATIONS 1.6 0.5 0.5 0.0 0.4 0.6 0.6 0.8 PATROL 2.2 1.8 1.8 1.8 1.7 1.7 1.7 1.7 TOTAL POLICE 3.9 2.3 2.3 1.8 2.1 2.3 2.3 2.5 PARKING LOTS 0.3 0.4 0.4 0.0 0.0 0.0 0.0 0.0 TOTAL 10.4 10.5 10.7 7.71 7.0 9.0 8.2 7.6 29 1 1 1 1 1 1 1 1 1 1 1 1 J 1 1 1 1 1 1 1 1 1 1 1 1 J 1 1 1 1 1 1 1 a a� ,. a r oc <' z �• v 1 1 1 !J 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ADMINISTRATIVE DIVISION and ' PUBLIC SAFETY DIVISION SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED ' General Fund ' REVENUE: Municipal Sales Tax ' Local Use Tax State Income Tax Hotel Tax ' Beer - Liquor Licenses Food Licenses ' Other Business Licenses Non - Business Licenses ' Building Permits Special Police Services Dispatching Services 'Engineering Charges Ordinance Violations ' Interest Earnings Rental Income Miscellaneous ' False Alarms Franchise Fees - Cable TV ' Telecommunication Fees State Grants 1 Federal Grants Transfer Charges Transfer to Other Funds ' TOTAL REVENUE TOTAL EXPENDITURES NET CHANGE ' Equity Transfer NET CHANGE (before Equity Transfer) t 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED $ 2,590,954 $ 2,800,000 $ 2,900,000 $ 3,000,000 242,662 247,500 259,000 270,000 1,330,959 1,300,000 1,375,000 1,425,000 2,096,683 2,100,000 2,180,000 2,200,000 54,250 60,000 68,000 70,000 6,206 5,000 6,500 6,500 37,379 32,500 38,000 38,000 56,586 52,500 53,000 53,000 402,494 250,000 450,000 350,000 84,395 82,000 78,000 79,000 131,716 135,000 135,000 135,000 87,560 5,000 12,500 5,000 396,164 370,000 249,999 245,000 641,539 350,000 700,000 350,000 2,935 1,800 2,800 1,800 80,139 52,000 47,499 52,500 60,615 40,000 55,000 50,000 162,850 155,000 190,000 180,000 470,184 400,000 425,000 450,000 5,145 2,000 2,000 2,000 42,500 45,000 10,000 0 60,000 60,000 60,000 60,000 (1,110,335) _(740,000) (1,675,000) _(300,000) $ 7,933,578 $ 7,805,300 $ 7,622,297 $ 8,722,800 $ 6,414,830 $ 7,260,470 $ 7,032,972 $ 7,720,650 $ 1,518,748 $ 544,830 $ 589,325 $ 1,002,150 $ 0 $ 0 $ 0 $(5,000,000) $ 1,518,748 $ 544,830 $ 589,325 $ 1,002,150 30 ADMINISTRATIVE DIVISION and PUBLIC SAFETY DIVISION SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED General Fund REVENUE: Municipal Sales Tax Local Use Tax State Income Tax Hotel Tax Beer - Liquor Licenses Food Licenses Other Business Licenses Non - Business Licenses Building Permits Special Police Services Dispatching Services Engineering Charges Ordinance Violations Interest Earnings Rental Income Miscellaneous False Alarms Franchise Fees - Cable TV Telecommunication Fees State Grants Federal Grants Transfer Charges Transfer to Other Funds TOTAL REVENUE TOTAL EXPENDITURES NET CHANGE Equity Transfer NET CHANGE (before Equity Transfer) 31 2002 -03 2003 -04 PROJECTED PROJECTED $ 3,150,000 $ 3,250,000 270,000 271,000 1,450,000 1,500,000 2,250,000 2,300,000 70,000 70,000 6,500 6,500 38,000 38,000 53,000 53,500 350,000 350,000 79,000 81,000 135,000 140,000 51000 5,000 245,000 245,000 - 350,000 3.50,000 1,800 1,800 52,500 52,500 50,000 50,000 180,000 190,000 450,000 450,000 2,000 2,000 0 0 75,000 75,000 (300,000) (300,000) $ 8,962,800 $ 9,181,300 $ 7,846,890 $ 8,100,060 $ 1,115,910 $ 1,081,240 $ 0 $ 0 $ 1,115,910 $ 1,081,240 1 1 32 GENERAL ADMINISTRATION MAYOR AND BOARD OF TRUSTEES The legislative branch of the Village is responsible for interpreting ' the wishes of the community and determining the policies under which the Village operates. The 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. 1. Board of Local Improvements - Consists of seven members (the Mayor and the Board of Trustees). Makes recommendations to the Trustees regarding those things that it feels should be ' done to improve the Village by special assessment, special taxation, or otherwise. The Village Clerk is secretary to the Board. 2. Plan Commission - Consists of seven members plus the Mayor ' (ex- officio), serving three -year overlapping terms, except the Mayor who serves a four -year term. Members are appointed by the Mayor with the advice and consent of the Board of Trustees, and the chairman is designated for a one -year term in the same manner. The Planning Commission is responsible to the Board of Trustees for holding public hearings and making recommendations regarding the Comprehensive Plan, annexation, sub - division, and zoning (land use, ratio of building to land ' area, and building height). 3. Board of Zoning Appeals - 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. 1 32 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 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. 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 1 1 1 1 1 1 1 1 L� 1 1 1 1 1 1 1 L 1 33 1 1 1 t 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 reviewing exterior design of,new and remodeled buildings in the tVillage Center and in C -2 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 t for indefinite terms. Communicates with and maintains friendly relations with Ludinghausen, Germany. 19. Stormwater Manactement 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. tVILLAGE CLERK The Village Clerk is responsible for the maintenance of the official records of the Village as required by statute and by the Mayor and Board of Trustees. ' The Clerk acts as custodian of the Village seal which is required on many documents, publishes legal notices, oversees village elections, and performs other duties as stated in statute or ordinance. Appointed by the Mayor and Board of Trustees, the Village Manager serves as the Village Clerk. ' ADMINISTRATIVE DIVISION All of the expenditures of the following departments - Village Manager, ' Finance, Community Development, and Engineering are included in the Administrative Division. The revenues and expenditures from the Administrative Division and Public Safety Division are included in the General Fund - Sources of Funds and Expenditures, pages 30 and 31. 1 1 34 responsibilities include advising the Board and initiating matters related to the recovery of resources (recycling) and tenergy 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. t 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 reviewing exterior design of,new and remodeled buildings in the tVillage Center and in C -2 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 t for indefinite terms. Communicates with and maintains friendly relations with Ludinghausen, Germany. 19. Stormwater Manactement 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. tVILLAGE CLERK The Village Clerk is responsible for the maintenance of the official records of the Village as required by statute and by the Mayor and Board of Trustees. ' The Clerk acts as custodian of the Village seal which is required on many documents, publishes legal notices, oversees village elections, and performs other duties as stated in statute or ordinance. Appointed by the Mayor and Board of Trustees, the Village Manager serves as the Village Clerk. ' ADMINISTRATIVE DIVISION All of the expenditures of the following departments - Village Manager, ' Finance, Community Development, and Engineering are included in the Administrative Division. The revenues and expenditures from the Administrative Division and Public Safety Division are included in the General Fund - Sources of Funds and Expenditures, pages 30 and 31. 1 1 34 DIVISION Administrative FUNDING SOURCE General Fund ACCOUNT NUMBER AND CLASSIFICATION 5111 Salaries 5113 Overtime 5114 Part Time 5115 Benefits 5116 Apparel 5211 Repairs & Maintenance 5212 Travel, Training, etc. 5213 Printing and Advertising 5214 Communications 5215 Rental Property Repairs 5216 Utility Services 5218 Miscellaneous 5231 MV Maintenance 5315 Insurance 5316 Professional 5317 Contractual 5318 Subsidies 5412 Supplies 5419 Petroleum Products 5428 Materials 5431 Small Tools & Equipment 6111 Equipment 7317 Vehicle +Equip Replacement TOTAL Per Capita Cost 35 EXPENDITURES DEPARTMENT Village Manager's, Finance SUMMARY Comm Dev, Engineering ACTUAL BUDGET ESTIMATE PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 $1,117,265 $1,141,000 $1,098,009 $1,184,550 10,560 14,220 12,400 14,900 117,071 167,550 134,040 167,630 135,285 198,660 .145,079 205,240 125 1,030 1,030 900 54,876 76,770 32,400 46,400 28,778 47,110 44,479 48,120 32,504 45,750 45,341 43,250 33,718 38,520 38,679 42,200 0 0 2,000 0 2,734 4,000 4,000 4,000 44,019 79,740 70,741 79,740 3,871 6,760 6,759 6,800 36,602 52,000 37,000 52,000 122,235 225,730 334,729 298,590 109,781 162,400 139,140 168,500 50,300 47,000 41,000 47,000 27,151 41,750 38,348 41,450 1,512 2,300 2,700 2,800 0 1,000 1,000 1,000 1,510 2,000' 1,500 2,000 8,943 19,400 23,899 20,600 41,000 45,000 45,000 45,000 $1,979,839 $2,419,690 $2,299,273 $2,522,670 $134.41 $140.13 ADMINISTRATIVE DIVISION FUNDING SOURCE General Fund SUMMARY OF EXPENDITURES BY CATEGORY 1999 -00 ACTUAL ' BUDGET CATEGORIES DEPARTMENT Village Manager's, Finance Comm Dev, Engineering 2001 -02 2000 -01 2000 -01 2001 -02 BUDGET BUDGET ESTIMATED PROPOSED OVER /UNDER 2000 -01 BUDGET Personal Services $1,244,896 $1,322,770 $1,244,449 $1,367,080 $ 44,310 ' 5111,5113,5114 Other Services 95,199 ' 5211,5214,5215,5216,5231 Contractual 454,202 ' 5115,5315,5316,5317,5318 Commodities 135,598 5116,5212,5213,5424,5428 ' 5431,5434,5419 126,050 83,838 99,400 (26,650) 685,790 696,948 771,330 85,540 220,680 205,139 219,260 (1,420) Capital Outlay 49,943 64,400 68,899 65,600 1,200 6111,7317,6415 TOTALS $1,979,839 $2,419,690 $2,299,273 $2,522,670 $ 102,980 1 36 ADMINISTRATIVE DIVISION FUNDING SOURCE General Fund SUMMARY OF EXPENDITURES BY CATEGORY PROJECTED BUDGET CATEGORY Personal Services 5111,5113,5114 Other Services 5211,5214,5215,5216,.5231 Contractual 5115,5315,5316,5317,5318 Commodities 5116,5212,5213,5424,5428 5431,5434,5419 Capital Outlay 6111,7317,6415 TOTALS 37 DEPARTMENT Village Manager's, Finance Comm Dev, Engineering 2002 -03 2003 -04 PROJECTED PROJECTED $1,419,060 $1,466,490 99,750 101,690 718,930 741,740 221,330 223,640 65,830 66,080 $2,524,900 $2,599,640 ADMINISTRATIVE DIVISION BUDGET ANALYSIS ' 2001 - 2002 PROPOSED BUDGET $2,522,670 2000 - 2001 BUDGET 2,419,690 INCREASE $ 102,980 ' PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114- -Part Time) Annual Salary Adjustments $ 46,000 Miscellaneous Decreases (1,690) CHANGES IN PERSONAL SERVICES $ 44,310 ' OTHER SERVICES: (5210 -- Equipment Rental; 5211 -- Repairs & Maintenance; 5214 -- Communications; t 5215 -- Rental Property Repairs; 5216- - Utility Services; 5231 - -MV Maintenance) ' Decrease in Repairs and Maintenance $ Decrease in Building Maintenance (19,490) (11,000) Increase in Communication: Postage 1,640 ' Telephone 2,200 CHANGES IN OTHER SERVICES $ (26,650) ' CONTRACTUAL SERVICES: (5115 -- Benefits; 5315- - Insurance; 5316 -- Professional; 5317 -- Contractual; 5318- - Senior Assistance, Historical Society) Increase in Professional: Architect's Fee $ 75,000 ' Auditor's Fee Increase in Medical /Dental Insurance 2,000 6,580 Other Increases 1,960 ' CHANGES IN CONTRACTUAL SERVICES $ 85,540 COMMODITIES: (5116 -- Apparel; 5212 -- Travel, Training, etc.; 5213 -- Printing & Advertising; ' 5419 -- Petroleum Products; 5424- - Miscellaneous; 5428 -- Materials; 5431 - -Small Tools & Equipment; 5434 -- Supplies) Decrease in Printing and Advertising $ (4,000) Increase in D -Tales 1,000 Increase in Travel, Training, Dues 1,010 ' Miscellaneous Increases 570 CHANGES IN COMMODITIES $ (1,420) 1 38 CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 6513 - -Land Acquisition; 6415 -- Improvements Other Than Buildings; 7317 -- Vehicle and Equipment Replacement) Increase in Equipment -See Appendix A CHANGES IN CAPITAL OUTLAY 39 $ 1,200 $ 1,200 TOTAL INCREASE $ 102,980 1 1 1 1 1 1 1 1 1 1 1 1 L 7 1 1 1 1 1 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 2001 -02 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 relations 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. Village Center Redevelopment - Work with developers in completing the 30 acre downtown redevelopment projects known as: Deerfield Square, Deerfield Centre and the South Commons residential project. Illinois Tollway - Work with the Illinois Tollway in completing northbound ramp at Lake Cook Road by fall of 2001. Water Projects - Complete water system improvements including new transmission lines and a new two million gallon underground water reservoir at Mitchell Park. 1 40 Accomplishments during 2000 -2001: Worked closely with the three developers in implementing the terms and conditions agreed to in the downtown redevelopment contracts. Annexed the Walgreens property (Headquarters) on Wilmot Road. Awarded new five year residential scavenger service contract. Negotiated two year Collective Bargaining Agreement with the police union (FOP). Work Statistics 1997 1998 1999 2000 Ordinances Passed 55 56 56 49 Resolutions Passed 17 26 17 15 Village Board Meetings 25 26 25 24 D -Tales Published 6 6 6 6 Business Licenses Issued 91 90 82 82 Liquor Licenses Issued 33 29 28 30 Vending Licenses Issued 180 143 156 145 Parking Permits Issued 725 726 719 707 Distributions to Mayor and Board 52 52 52 52 Community Development Group Meetings 24 24 24 21 Cable & Telecommunications Commission Meetings 16 10 9 7 Energy Advisory Commission Meetings 2 4 3 5 41 1 EXPENDITURES 'DIVISION Administrative FUNDING SOURCE General Fund VILLAGE MANAGER'S ACCOUNT NUMBER ACTUAL BUDGET ' AND CLASSIFICATION 1999 -00 2000 -01 '5111 Salaries 5113 Overtime 5114 Part Time ' 5115 Benefits 5211 Repairs & Maintenance 5212 Travel, Training, etc. 5213 Printing and Advertising 5214 Communications ' 5218 Miscellaneous 5231 MV Maintenance 5317 Contractual ' 5412 Supplies 5419 Petroleum Products '6111 Equipment 7317 Vehicle +Equip Replacement ' TOTAL Per Capita Cost 1 DEPARTMENT Village Manager's 10 -1002 ESTIMATE PROPOSED 2000 -01 2001 -02 $ 338,108 $ 282,150 $ 271,100 $ 295,000 5,204 5,750 4,400 6,000 10,765 42,710 21,000 38,000 22,249 38,500 24,830 31,800 1,582 1,500 1,600 1,600 12,278 20,500 17,499 20,500 19,482 25,700 25,800 27,000 6,475 8,000 9,000 9,000 311874 47,000 40,000 47,000 360 1,000 1,000 1,000 3,763 5,000 5,000 4,000 2,276 6,000 4,9.99 6,000 377 500 600 600 2,369 5,000 4,000 4,000 7,000 8,000 8,000 8,000 $ 464,162 $ 497,310 $ 438,828 $ 499,500 $27.63 $27.75 42 1 FINANCE DEPARTMENT t The Village's Finance Department provides all accounting services, performs investment and cash management activities and coordinates capital financing, the Village Manager purchasing, budget preparation and control, as well as audit preparation and ' compliance. As required by statute, the Treasurer provides regular reports and timely submission to on the fiscal condition of the Village to the Mayor and Board. ' The Finance Department is staffed by the Director of Finance, who also serves ' as the Village Treasurer, an Assistant to the Director, a Computer Systems Supervisor, an Accounting Clerk, a Financial Secretary, a Cashier - Receptionist and a Building Custodian. One part -time employee also assists in providing departmental services. ' 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. t The Departmental Objectives for the 2001 -02 fiscal year are as follows: Operate accounting systems in conformance with professional ' accounting practice and statutory requirements. Prepare regular reports on the financial condition of the Village as directed by the Mayor and Board of Trustees or required by statute. ' Develop and recommend to the Mayor and Board of Trustees arrangements for the efficient financing of capital improvements. ' Perform financial planning through the identification of future expenses and analysis of potential revenue sources.' Review all departmental payment requests, prepare authorization ' documents for consideration by the Mayor and Board of Trustees, and disburse all approved funds in a timely manner. Maintain all personnel records and assist the Village Manager in t personnel administration. Procure and administer an insurance program that controls the risk ' associated with fire and casualty losses, workers' compensation claims, and provides approved levels of health and life insurance coverage to Village employees. Invest temporarily idle funds to earn the highest possible return ' while at all times protecting the safety of principal through the use of sound investment practices. Calculate, distribute and collect utility bills, vehicle licenses and , other charges for Village services at the rates established by the Mayor and Board of Trustees. Efficiently collect and process all receipts in order to maximize , investment earnings, while conforming to investment guidelines. Maintain accurate and efficient information services to support ' billing, collections, accounting and document preparation. Establish purchasing procedures and assist operating departments to achieve optimum value for funds expended for equipment, supplies and , services. Provide budget preparation support to the Village Manager and operating departments to assure accuracy and timely submission to the ' 43 1 1 ' Mayor and Board of Trustees. Prepare the annual Tax Levy ordinance for presentation to the Board ' of Trustees and then file the Tax Levy with both counties. Coordinate budget implementation to assure conformance with funding limits and other budgetary controls. ' Facilitate the collection of information required for the development of the annual audit and preparation of the comprehensive annual financial report. ' Continue to assist the Village Manager regarding the redevelopment of the downtown area. ' Accomplishments 2000 -01 As noted below, the Village has earned interest at .42% above the 90 day T -Bill benchmark rate while at all times protecting the safety of ' principal. Rebated available funds to the various taxing districts from the Tax Incremental Financing District set up in 1982. ' Advised and assisted the Village Manager regarding the redevelopment of the downtown area. The redevelopment is proceeding and is part of an enlarged TIF district set up in 1986. The Village has maintained a Aaa rating from Moody's Investors Service, Inc. ' We.have been able to keep our insurance costs relatively constant for the last ten years despite increased payroll and property coverage because of joining MICA, a general lines insurance pool. ' For sixteen years the Finance Department has been the recipient of the Certificate of Achievement for Excellence in Financial Reporting, and for the eighth year we have received the Distinguished Budget Presentation Award from the Government Finance Officers Association of the United States and Canada. We strive to continue to meet or surpass the criteria which determine eligibility for these awards. We believe our Fiscal Year Ending 2001 Budget and Audit once again will meet or exceed the criteria. ' Prepared Requests for Proposals and did an analysis of various proposals leading to awarding the contract for Village refuse service to Onyx North America Corp. ' Initiated a retiree deferred income Health Management Program with ICMA. Held hearings regarding TIF districts as required by newly passed State legislative requirements. ' Negotiated a new two -year contract with the Police Officers Union - FOP. Work Statistics 1997 1998 1999 2000 ' Checks written 9,311 9,637 9,237 9,296 Water, sewer and garbage bills issued 30,248 29,892 30,049 30,487 Animal licenses sold NA NA NA NA ' Vehicle licenses sold and transferred 13,220 13,078 13,167 13,214 Investment transactions 42 76 71 87 Journal posting (based on 1 -month sample) 9,084 8,256 9,276 12,792 Interest earnings - Village 6.0490 5.67% 6.03% 6.38% ' 90 -day T -bill benchmark rate 5.37% 5.14% 5.169. 5.96% 44 DIVISION Administrative FUNDING SOURCE General Fund EXPENDITURES FINANCE DEPARTMENT 10 -1001 ACCOUNT NUMBER AND CLASSIFICATION ACTUAL 1999 -00 BUDGET 2000 -01 ESTIMATE 2000 -01 PROPOSED 2001 -02 5111 Salaries $ 389,784 $ 454,580 $ 427,250 $ 470,000 5113 Overtime 2,495 3,140 2,670 3,300 5114 Part Time 24,712 37,620 30,000 39,000 5115 Benefits 60,703 86,.500 60,499 90,500 5116 Apparel 0 500 500 500 5211 Repairs & Maintenance 51,880 68,500 23,659 38,000 5212 Travel, Training, etc. 7,702 10,000 9,500 10,500 5213 Printing and Advertising 5,003 6,500 5,511 5,500 5214 Communications 20,620 24,000 23,100 26,000 5215 Rental Property Repairs 0 0 2,000 0 5216 Utility Services 2,734 4,000 4,000 4,000 5218 Miscellaneous 12,092 27,000 25,001 27,000 5315 Insurance 36,602 52,000 37,000 52,000 5316 Professional 119,470 211,000 319,999 284,000 5317 Contractual 88,934 127,000 100,069 130,000 5318 Subsidies 50,300 47,000 41,000 47,000 5412 Supplies 13,448 17,500 15,499 17,500 5428 Materials 0 1,000 1,000 1,000 5431 Small Tools & Equipment 1,510 2,000 1,500 2,000 6111 Equipment 2,829 8,000 10,500 8,000 7317 Vehicle +Equip Replacement 22,000 25,000 25,000 25,000 TOTAL $ 912,816 $1,212,840 $1,165,256 $1,280,800 Per Capita Cost $67.37 $71.15 45 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 2001 -02 fiscal year are as follows: Enforce the building code. ' Enforce zoning ordinances. Provide technical information assistance to the Village Board, Plan ' Commission, Village Center Development Commission, Appearance Review Commission, Board of Zoning Appeals, Board of Building Appeals and Electric Commission on matters before them. 1 1 1 1 1 1 1 1 Review plats for their compliance to the Comprehensive Plan, Zoning Ordinances, Subdivision Ordinances, the Official Map and good design principles. Record plats with the county. Update all plat books and maps to reflect changes. Maintain plat archives. 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 Department will also continue economic development efforts as directed by the Board. The Building Division will also continue its ongoing program of microfilming building plans. Continue to perform all activities required to maintain Deerfield's rating so that those owners of properties for which flood insurance is required will be able to receive savings in flood insurance costs. Continue to provide assistance in planning and conducting Village Farmers Markets and Plaza Pleasures programs. 1 46 Accomplishments for 2000 -01: Performed 2535 building inspections. Reviewed and issued 1225 permits which surpasses the number of permits reviewed and issued in 1999 which was a record high of 1074 for the Village. Worked on Village approvals for the following properties: 1. Mesirow /Stein project - southeast quadrant of the Village Center (commercial- residential) 2. Malk project - southwest quadrant of the Village Center (commercial) 3. James project - south of the Malk project (residential) Completed negotiation of an Annexation Agreement for the Walgreen property on Wilmot Road. Developed amendments to the text of the Zoning Ordinance as needed to accommodate various aspects of developments approved by the Village. Worked on Parkway North plans for remaining undeveloped portions of the development. Reviewed plans for various School and Park District projects. Awarded reclassification of Village in FEMA's Community Rating Program from Class 9 to Class 8, thereby causing lowering of rates for flood insurance in Deerfield. Work Statistics 1997 1998 1999 2000 Licenses and Permits: Residences 35 29 30 43 Additions and Alterations 156 159 139 165 Garages 25 24 32 39 Garage Sale and Temporary Use Permits 261 237 260 231 Miscellaneous 799 844 873 978 Total Licenses and Permits 1,276 1,293 1,334 1,456 Zoning Appeals Cases 5 5 5 6 Board of Building Appeals Cases 0 0 0 0 VCDC Meetings 9 7 8 7 Appearance Review Meetings 9 14 9 13 I -Z District Proposed Text Amendments 1 0 0 0 Planning Commission: Public Hearings 26 29 27 18 Continued Public Hearings 6 13 5 9 Substantial Conformance Petitions 7* 10* 5 6 Prefiling Conferences 9 8 6 3 Miscellaneous Requests 2 1 1 2 Comprehensive Plan Meetings 0 0 0 0 *Includes 3 modifications of PUD (Planned Unit Development) 47 1 EXPENDITURES 'DIVISION Administrative FUNDING SOURCE General Fund COMMUNITY DEVELOPMENT ACCOUNT NUMBER ' AND CLASSIFICATION DEPARTMENT Community Development 10 -1003 ACTUAL BUDGET ESTIMATE PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 $ 321,945 $ 333,210 $ 334,490 $ 346,390 2,861 5,330 Salaries '5111 5113 Overtime 83,040 5114 Part Time '5115 52,830 Benefits 125 5116 Apparel 400 5211 Repairs & Maintenance ' 5212 Travel, Training, etc. 12,810 5213 Printing and Advertising ' 5214 Communications 9,650 5218 1 Miscellaneous e us 4,620 5231 MV Maintenance ' 5316 Professional 3,402 5317 Contractual 5,400 0 Supplies '5412 5419 Petroleum Products '6111 7317 Equipment Vehicle +Equip Replacement 8,091 14,600 14,600 14,700 567 TOTAL 1 1,000 1,005 2,400 5,400 Per Capita Cost 9,000 9,000 9,000 9,000 DEPARTMENT Community Development 10 -1003 ACTUAL BUDGET ESTIMATE PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 $ 321,945 $ 333,210 $ 334,490 $ 346,390 2,861 5,330 5,330 5,600 81,595 83,040 83,040 86,150 43,248 64,340 52,830 72,750 125 530 530 400 1,415 6,670 6,670 6,700 5,509 12,810 12,810 13,320 6,847 12,650 12,430 9,650 4,894 4,620 4,620 4,800 11 740 740 740 3,402 5,360 5,360 5,400 0 3,480 3,480 3,340 17,084 29,900 33,570 34,000 8,091 14,600 14,600 14,700 567 1,000 1,000 1,000 1,005 2,400 5,400 4,600 9,000 9,000 9,000 9,000 $ 507,598 $ 589,680 $ 585,901 $ 618,540 $32.76 $34..36 48 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.Obiectives for the 2001 -02 fiscal year are as follows: Oversee all engineering activities within the Village, including those required for operation of the Sewage Treatment Plant. Conduct engineering studies. Supervise construction activities. Estimate project costs and fees. Review subdivision plans and specifications to assure compliance with regulatory or other professional standards. Define and supervise Village construction projects. Advise the Mayor and Board of Trustees on technical matters. Continue to assist other departments in defining problem areas and developing alternative solutions. Continue to coordinate public works infrastructure improvements with engineering projects. Continue to upgrade and structure the engineering and public works record keeping, data organization and data relationships. Major projects planned for 2001-02--are: Manage and oversee construction of the Sidewalk and Curb Replacement Program. Design and construct the 2001 Street Rehabilitation Program. Construct a permanent traffic signal and roadway widening on Waukegan Road at North Avenue. Initiate the study and design of Deerfield Road rehabilitation between the underpass and Castlewood Lane. Oversee the lining of approximately 1200 feet of defective sewer in various locations. Oversee design of the sanitary sewer reroute at Hazel Avenue and the railroad tracks. Complete the construction of a new reservoir and pumping station. Complete construction of the transmission main from Highland Park to the Mitchell Park Reservoir. Complete construction of water main replacements on a portion of Greenwood and Chestnut. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 L 49 ' 1 ' Complete the design, bidding and construction of the North Feed Booster Pumping Station at Deerfield High School. Complete the design, bidding and construction of watermain ' replacements on Central Avenue between Wilmot and Castlewood. Complete modifications to the Richfield Reservoir. Complete the design and construct improvements to the Waukegan /Osterman intersection. ' Complete Streetscape Phases I and III. Oversee the construction of off -site improvements related to the South Commons project. ' Initiate the study and design of the Deerfield Road pedestrian bridge replacement and underpass rehabilitation. 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 2000 -2001: The following streets in the 2000 Street Rehabilitation Program were completed: Fair Oaks from Waukegan Road to Park Avenue, Park Avenue from Hazel Avenue to Greenwood Avenue, and Elm Street south of Central Avenue. ' Completed the construction of the Deerfield Road Bridge over the Middle Fork. Designed and initiated construction of water main replacements on a ' portion of Greenwood and Chestnut.. Completed the design and initiated construction of the new water reservoir and pumping station at Mitchell Park. ' Completed the engineering and initiated construction of the transmission main from Highland Park to the Mitchell Park Reservoir. ' Completed off -site improvements related to the redevelopment. Deerfield Centre Completed off -site infrastructure improvements related to the ' Deerfield Square redevelopment project. Coordinated and oversaw infrastructure improvements in the Brickyard redevelopment area. ' Work Statistics 1997 1998 1999 2000 Approval of Work Completed and ' Payment Requests on Contracts 111 Number of Purchase Orders Processed (payments) 121 173 158 171 132 159 98 Letters of Credit Received 9 11 10 11 Number of Projects Administered 35 35 60 49 1 1 50 DIVISION Administrative FUNDING SOURCE General Fund EXPENDITURES ENGINEERING DEPARTMENT 10 -1004 ACCOUNT NUMBER ACTUAL BUDGET ESTIMATE PROPOSED AND CLASSIFICATION 1999 -00 2000 -01 2000 -01 2001 -02 5111 Salaries $ 67,428 $ 71,060 $ 65,169 $ 73,160 5114 Part Time 0 4,180 0 4,480 5115 Benefits 9,085 9,320 6,920 10,190 5211 Repairs & Maintenance 0 100 470 100 5212 Travel, Training, etc. 3,289 3,800 4,670 3,800 5213 Printing and Advertising 1,173 900 1,600 1,100 5214 Communications 1,729 1,900 1,960 2,400 5218 Miscellaneous 41 5,000 5,000 5,000 5231 MV Maintenance 109 400 400 400 5316 Professional 2,765 11,250 11,250 11,250 5317 Contractual 0 500 500 500 5412 Supplies 3,336 3,650 3,250 3,250 5419 Petroleum Products 567 800 1,100 1,200 6111 Equipment 2,740 4,000 4,000 4,000 7317 Vehicle +Equip.Replacement 3,000 3,000 3,000 3,000 TOTAL $ 95,262 $ 119-,860 $ 109,288 $ 123,830 Per Capita Cost $6.66 $6.88 51 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 �n n' Z Y �• C 1 1 1 1 1 1 L C 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 LI 1 1 1 1 1 1 PUBLIC SAFETY DIVISION POLICE DEPARTMENT SUMMARY OF THE POLICE MISSION The mission of the Police Department is to protect life and property, preserve the peace, and to provide service, in a professional manner, to the community. The Police Department has the following 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 to their responsibilities before the law 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 2001 -2002 fiscal year: The Department will begin a major building renovation of the existing facility and infrastructure. It is anticipated the renovations will meet space requirements for. the next ten years and will allow the Deparment to better serve the needs of the community. The Department has a long- standing history of utilizing the "Community Policing" philosophy by working with the community to recognize and resolve issues. As part of this effort, the Department will place extra emphasis on the utilization of the Bicycle Patrol Officers. Assignment to the business community, especially the redeveloped downtown area, will be stressed. The Department will continue to emphasize traffic safety and enforcement. The Department will dedicate full -time staff to a Traffic Unit that will be responsible for responding to citizen complaints and traffic safety initiatives. Accomplishments during 2000 -2001: During this last fiscal year the Department focused on traffic related issues within the Village. The Police Department participated in a number of traffic.programs in an effort to enhance the safety of residents and those traveling on Village streets. Safety belt compliance continues to 1 52 1 be 80% or greater. The Police Department responded to 37 neighborhood ' "Traffic Complaint" areas and monitored those areas throughout the year. Unsafe truck traffic continues to be the cause of an increasing number of injury accidents on our nation's highways. The Police Department has ' continued to vigorously enforce traffic laws for overweight trucks, oversized trucks, and equipment violations. This has led to a reduction of truck traffic on Village streets and safer roadways in Deerfield. In 2000 -01 significant resources and time were spent on training and ' preparing officers to meet the challenges posed by an ever - changing society. To continue our commitment to excellence, officers were trained in a variety of. issues, including Internet crimes, designer drugs, and ' racial profiling. School safety and response to crisis situations in Village schools remained a focus. To enhance our ability to communicate with the schools, ' cellular telephones that provide a two -way radio feature were obtained. These telephones allow school officials to communicate directly with 911 personnel and responding patrol officers. In 2001, the Illinois Commerce Commission changed the law pertaining to ' how cellular 911 telephone calls can be received and transferred by public safety centers. Deerfield's 911 Center was prepared for the technological challenges associated with this change. In 2000, an intergovernmental agreement was signed with the five other communities on our radio network to provide for the transfer of cellular 911 calls. Deerfield's 911 center is one of three communities in northern Illinois, and among only 3% of 911 centers across the nation, that have the technical equipment necessary for I the reception of wireless calls and the seamless transfer of those calls to neighboring communities. . Work Statistics 1997 1998 1999 2000 t Calls for Service 11,768 12,262 11,908 12,592 Accidents: Personal Injury 102 98 91 101 Property 708 668 704 695 ' Traffic Tickets 3,590 3,928 3,862 5,401 Compliance Citations 2,982 3,291 2,793 677 Parking Citations 5,653 5,707 5,043 4,830 Crime Index* 339 292 294 260 t Criminal Arrests 711 716 611 580 Domestic Trouble 105 93 98 105 Vandalism 126 116 75 77 Traffic Enforcement Index (Tickets ' per Injury Accident) 59 69.4 73.1 60.2 *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 t theft and arson. �I 1 1 53 1 1 '5111 Salaries 5113 Overtime 5114 Part Time t5115 Benefits 5116 Apparel 5211 Repairs & Maintenance 5212 Travel, Training, etc. 5213 Printing and Advertising ' 5214 Communications 5218 Miscellaneous 5231 MV Maintenance ' 5315 Insurance 5316 Professional '5317 Contractual 5412 Supplies 5419 Petroleum Products 6111 Equipment 6212 Motor Vehicles ' 7317 Vehicle +Equip Replacement TOTAL ' Per Capita Cost BUDGET ESTIMATE 2000 -01 2000 -01 DEPARTMENT PROPOSED 2001 -02 $3,082,212 $3,305,300 $3,294,040 $3,494,500 180,313 175,720 EXPENDITURES 19.5,300 70,405 72,240 tDIVISION Public Safety 423,701 534,830 FUNDING SOURCE 601,280 ' General Fund SUMMARY 47,450 18,732 24,000 24,130 ACCOUNT NUMBER ACTUAL tAND CLASSIFICATION 1999 -00 '5111 Salaries 5113 Overtime 5114 Part Time t5115 Benefits 5116 Apparel 5211 Repairs & Maintenance 5212 Travel, Training, etc. 5213 Printing and Advertising ' 5214 Communications 5218 Miscellaneous 5231 MV Maintenance ' 5315 Insurance 5316 Professional '5317 Contractual 5412 Supplies 5419 Petroleum Products 6111 Equipment 6212 Motor Vehicles ' 7317 Vehicle +Equip Replacement TOTAL ' Per Capita Cost BUDGET ESTIMATE 2000 -01 2000 -01 DEPARTMENT PROPOSED 2001 -02 $3,082,212 $3,305,300 $3,294,040 $3,494,500 180,313 175,720 187,281 19.5,300 70,405 72,240 61,830 75,200 423,701 534,830 478,909 601,280 47,100 47,100 47,100 47,450 18,732 24,000 24,130 18,000 29,209 37,250 32,701 44,800 7,017 8,000 6,650 8,000 53,245 48,000 56,850 60,250 4,537 7,100 5,830 8,200 32,002 32,500 34,649 35,200 102,171 136,400 97,030 136,400 3,699 4,900 3,850 4,500 72,892 84,540 83,400 89,200 41,715 46,700 40,070 44,000 31,833 36,500 43,831 39,700 24,209 29,700 25,550 86,000 0 0 0 0 210,000 210,000 2101000 210,000 $4,434,992 $4,840,780 $4,733,700 $5,197,980 $268.90 $288.74 54 PUBLIC SAFETY DIVISION FUNDING SOURCE General Fund SUMMARY BY OF EXPENDITURES CATEGORY DEPARTMENT Police 2001 -02 1999 -00 2000 -01 2000 -01 2001 -02 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER /UNDER 2000 -01 BUDGET CATEGORIES BUDGET Personal Services $3,332,930 $3,553,260 $3,543,151 $3,765,000 $ 211,740 5111,5113,5114 Other Services 103,979 104,500 115,630 113,450 5211,5214,5231 Contractual 602,463 760,670 663,188 831,380 5115,5315,5316,5317 Commodities 161,411 5116,5212,5213,5419,5424 5434 182,650 176,181 192,150 8,950 70,710 9,500 Capital Outlay _234,209 239,700 _235,550 _296,000 56,300 6111,6212,7317 TOTALS $4,434,992 $4,840,780 $4,733,700 $5,197,980 $ 357,200 55 ' FUNDING SOURCE General Fund ' BUDGET CATEGORY ' Personal Services 5111,5113,5114 ' Other Services 5211,5214,5231 ' Contractual 5115,5315,5316,5317 ' Commodities 5116,5212,5213,5419,5424 5434 ' Capital Outlay 6111,6212,7317 ' TOTALS 1 1 1 1 PUBLIC SAFETY DIVISION DEPARTMENT SUMMARY OF EXPENDITURES Police BY CATEGORY PROJECTED 2002 -03 2003 -04 PROJECTED PROJECTED $3,877,950 $3,994,290 121,570 125,270 879,990 932,280 197,980 203,580 _244,500 245,000 $5,321,990 $5,500,420 56 PUBLIC SAFETY DIVISION Police Department BUDGET ANALYSIS 2001 - 2002 PROPOSED BUDGET '$5,197,980 2000 - 2001 BUDGET 4,840,780 INCREASE $ 357,200 PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114 - -Part Time) Changes in Personnel Costs: Annual Salary Adjustments $140,534 Step Increases /Career Development Increases One Additional Dispatcher 48,666 Increase in Overtime 19,580 ($12,000 reimbursed through Special Detail billing) Increase in Part Time 9 -1 -1 Dispatcher 2,960 CHANGES IN PERSONAL SERVICES $211,740 OTHER SERVICES: (5211 -- Repairs & Maintenance; 5214 -- Communications; 5231- - MV Maintenance) Increase in Communications: Telephone,Cellular 9 -1 -1 Maintenance $ 8,950 CHANGES IN OTHER SERVICES $ 8,950 CONTRACTUAL: (5115 -- Benefits; 5315 -- Insurance; 5316 -- Professional; 5317- - Contractual) Increase in Benefits: Medical and Dental Insurance $ 59,020 Medical /Dental Insurance -New Dispatcher 8,830 Increase in Contractual - Other: Crime Lab /NIPAS /Highland Park Range 2,860 CHANGES IN CONTRACTUAL SERVICES $ 70,710 57 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 COMMODITIES: (5116 -- Apparel; 5212 -- Travel, Training, etc.; 5213 -- Printing & Advertising; 5419 -- Petroleum Products; 5424 -- Miscellaneous; 5434 -- Supplies Increase in Advisory Boards $ 1,100 Increase in Travel, Training, Dues 8,400 CHANGES IN COMMODITIES $ 9,500 CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 7317 -- Vehicle and Equipment Replacement) Increase in Equipment See Appendix B $ 56,300 CHANGES IN CAPITAL OUTLAY $ 56,300 TOTAL INCREASE $357,200 58 PUBLIC SAFETY DIVISION Police Department ACTUAL BUDGET ESTIMATED 1999 -00 2000 -01 2000 -01 1 1 PROPOSED ' 2001 -02 Administration Pet Capita $ 62.86 $ 64.61 $1,021,475 $1,131,620 $1,059,699 $1,163,180 The Administration section of the Police Department is responsible for staff supervision of all police functions in the Village, planning and directing police operations, and providing and maintaining support services for line functions. Included in these functions are records; electronic data processing; payroll; purchasing; maintenance; alarm system licensing; monitoring crime and traffic statistical reporting for local, state and federal needs; personnel policy and procedure; training; administration; and rule and regulation development and implementation. Liaison services include the Deerfield Safety Council, O.S.H.A. Safety Committee, the Board of Police Commissioners, and the Emergency Operations Director. Communications Per Capita $ 25.34 $. 29.93 $ 399,883 $ 456,220 $ 446,161 $ 538,740 The Police Department's E -911 Telecommunications employees are responsible for the effective and efficient response to all messages into the Department and the careful dispatch of necessary personnel and equipment to the scene of an incident. More specifically, Communications personnel are responsible for the analysis of requests for service from the Department's Enhanced 911 system and the direction of services through- the Department's Computer Aided Dispatch and Mobil Data Terminal systems, the operation and maintenance of a voice radio network, and the provision of medical assistance through the use of Emergency Medical Dispatch procedures. The Communication section establishes and maintains 1 1 1 1 I 1 1 1 1 1 1 1 L 1 59 ' 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC SAFETY DIVISION Police Department a liaison with other communities broadcasting on the. East Shore Radio Network and the Deerfield Bannockburn Fire Protection District. Investigations Per Capita The Investigations section is responsible for the follow -up investigation of all serious crimes reported in the Village as well as for the safeguarding, handling and disposing of evidence and found property that comes into police custody. They establish and maintain liaison with neighboring . jurisdictions. to conduct coordinated investigations of mutual concern, gather and disseminate criminal intelligence information, coordinate the Evidence Technician function and maintain liaison between the Department and the Northern Illinois Police Crime Laboratory. They engage in pro- active, non - uniform patrol and surveillance of selected areas and neighborhoods based on crime patterns and data and provide crime prevention information to businesses and community residents. Patrol Per Capita ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 $ 13.33 $ 13.75 $ 216,068 $ 240,020 $ 169,840 $ 247,570 $2,398,125 The Patrol section of the Police Department is primarily . responsible for the direct provision of services to the community. It is the basic police function and operates around the clock, every day of the year. Its responsibilities can generally be categorized into patrol; traffic law enforcement; traffic accident investigation; investigation of criminal, quasi- criminal, and non - criminal incidents; the enforcement of ordinances and statutes; and responding to requests for services. The Patrol $ 142.92 $ 154.00 $2,572,860 $2,644,458 $2,772,370 1 60 PUBLIC SAFETY DIVISION Police Department function also conducts traffic surveys, crossing guard supervision, parking enforcement, traffic direction, severe weather watch, and a variety of other services. It not only responds to requests for service from the community, but seeks to anticipate the community's needs before police response is required. In this regard, officers are encouraged to concern themselves with potential problems of specific areas and neighborhoods in relation to time of day, day of week, and season. The Patrol function seeks to cultivate community support and citizen involvement, recognizing the important role that these elements play in effective law enforcement operations. Special Services Per Capita To provide continued traffic control and security services on a contractual basis for the following: Firstar Bank Walgreens Other Youth and Social Services Per Capita The Youth and Social Services section has two basic functions. The Youth section is manned by two sworn officers who work with the Patrol and Investigations functions investigating offenses where a youth was either the victim or the offender and a full -time D.A.R.E. officer responsible for a number of school based education programs. The Social Services section is manned by two civilians who are responsible for determining the causes of delinquent behavior and developing responses that will 61 ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 $ 3.52 $ 74,597 $ 63,360 $ 20.93 $ 324,843 $ 376,700 $ 69,440 1 1 1 $ 4.18 ' $ 75,300 1 $ 22.27 $ 344,101 $ 400,820 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 PUBLIC SAFETY DIVISION Police Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 either prevent or diminish that behavior. The primary focus is on juvenile problems; however; adult domestic issues and difficulties encountered by the elderly are also handled by the Youth and Social Services function. TOTALS $4,434,992 $4,8401780 $4,733,700 $5,197,980 62 THIS IS A BLANK PAGE 1 1 1 1 1 1 1 1 1 1 1 i 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 J 1 1 1 1 1 1 1 1 IV C � o y ve y• v 1 1 1 1 r 1 1 1 1 1 L i 1 1 1 1 1 1 1 1 1 1� I i 1 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. I 1 1 1 1 Accomplishments during 2000 -2001: Rehabilitated approximately one half mile of streets throughout the Village Kept all streets in driveable condition in all seasons Removed and disposed of 9,680 cubic yards of leaves Participated in current confined space entry training Spent over six weeks cleaning up after the devastating wind storm of May 2000 1 63 PUBLIC WORKS DIVISION STREET DEPARTMENT Work Statistics 1997 Cleaning Streets Swept (Miles) 2,269 Streets Swept (Cubic Yards Debris) 1,496 Traffic Marking Traffic Marking (Lineal Feet) 29,911 30,249 30,732 38,456 Pavement Patching Pre -Mix Patching Materials Used (Tons) 1,925 2,263 2,295 2,386 Tarring Cracks Tarring Cracks (Pounds) 14,960 14,660 14,700 14,535 Drainage Structures 1998 1999 2000 2,155 2,493 2,801 1,110 1,862 980 Catch Basins Cleaned (Number) 480 Street Lights and Traffic Signals 4 Street Signs Erected or Replaced 264 Street Light Standards Replaced 4 Street Light Cable Repairs 180 Street Lamps Replaced 195 Miscellaneous Maintenance 29 Concrete Street Patch Work 63 (Square Yards Replaced) 55 Snow and Ice Control Snow and Ice Control (Man Hours) 2,512 Rock Salt Used (Tons) 2,340 Sand (Birds Eye) Ice Control (Tons) 600 Tree Removal Trees Removed (Number) 23 Tree Planting Trees Planted (Number) 34 Weed Control 480 480 480 345 330 350 4 4 1 175 170 181 204 305 212 41 155 10 998 2,310 3,608 1,095 2,240 4,105 560 529 500 29 29 *297 63 64 116 Parkway Mowing (Lineal Feet) 105,000 105,000 105,000 105,000 *Wind Storm on May 18, 2000 1 STREET DEPARTMENT 'DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Street Fund 1999 -00 2000 -01 2000 -01 2001 -02 ' ACTUAL BUDGET ESTIMATE PROPOSED ' REVENUE: Property Tax Levy t Motor Fuel Tax Vehicle Licenses 50/50 Program Train Station Maintenance ' Interest Earned Miscellaneous State Highway Maintenance ' Other Transfers Contributions from the State Transfer from General Transfer from Parking Revenue ' TOTAL REVENUE ' TOTAL EXPENDITURES NET CHANGE t 1 ' Departmental Summary on Page 67 t $ 364,532 $ 330,000 $ 330,000 $ 330,000 250,000 260,000 2601000 270,000 341,934 350,000 335,000 340,000 4,930 5,000 5,000 5,000 1,500 0 1,500 1,500 41,728 45,000 25,000 40,000 39,470 7,500 8,200 8,400 31,376 32,000 32,000 32,000 0 175,000 175,000 0 0 0 268,690 0 0 0 475,000 0 120,000 125,000 125,000 125,000 $ 1,195,469 $ 1,329,500 $ 2,040,389 $ 1,151,900 $ 1,162,644 $ 1,305,460 $ 2,037,401 $ 1,389,580 $ 32,825 $ 24,040 $ 2,988 $ (237,680) 65 DIVISION Public Works FUNDING SOURCE Street Fund REVENUE: STREET DEPARTMENT SOURCES OF FUNDS AND EXPENDITURES PROJECTED 2002 -03 2003 -04 PROJECTED PROJECTED Property Tax Levy $ 330,000 $ 330,000 Motor Fuel Tax 2751000 280,000 Vehicle Licenses 3401000 350,000 50/50 Program 5,000 5,000 Train Station Maintenance 1,500 1,500 Interest Earned 401000 49,000 Miscellaneous 8,400 8,400 State Highway Maintenance 32,000 33,000 Other Transfers 0 0 Contributions from the State 0 0 Transfer from General 0 0 Transfer from Parking Revenue 125,000 125,000 TOTAL REVENUE. $ 1,156,900 $ 1,181,900 TOTAL EXPENDITURES $ 1,394,180 $ 1,431,220 NET CHANGE $ (237,280)$ (249,320) Departmental Summary on Page 67 .. 1 EXPENDITURES DIVISION . Public Works FUNDING SOURCE Street Fund SUMMARY ACCOUNT NUMBER ACTUAL BUDGET ESTIMATE ' AND CLASSIFICATION 1999 -00 2000 -01 2000 -01 DEPARTMENT PROPOSED 2001 -02 $ 374,698 $ 414,340 $ 433,283 $ 435,960 57,489 65,090 Salaries '5111 14,125 5113 Overtime 31,400 5114 Part Time ' 5115 Benefits 2,800 5116 Apparel 0 5210 Equipment Rental t5211 44,612 53,800 53,140 55,700 Repairs & Maintenance 1,700 5212 Travel, Training, etc. ' 5213 Printing and Advertising 2,900 5214 Communications 6,030 5216 Utility Services ' 5218 Miscellaneous 8,831 5231 MV Maintenance 9,200 ' 5315 Insurance 52,700 5317 Contractual 35,930 65,010 Supplies 161,300 '5412 5419 Petroleum Products 13,800 5425 Salt 6,949 5427 Aggregates 13,300 5428 Materials 80,130 5429 Street Signs t5431 58,320 65,600 57,194 61,300 Small Tools & Equipment 63,800 6111 Equipment 9,000 ' 7317 Vehicle +Equip Replacement 600 700 TOTAL ' 4,420 Per Capita Cost 100,000 100,000 1001000 100,000 DEPARTMENT PROPOSED 2001 -02 $ 374,698 $ 414,340 $ 433,283 $ 435,960 57,489 65,090 112,290 62,900 14,125 31,040 17,591 31,400 61,590 72,480 72,480 77,210 2,477 2,800 2,800 4,000 0 2,000 0 2,000 44,612 53,800 53,140 55,700 1,735 1,700 1,430 2,000 2,892 2,900 21810 2,900 5,578 9,000 6,030 18,400 30,552 32,000 32,110 33,000 8,831 9,200 7,519 9,200 74,495 46,000 94,068 52,700 34,457 65,010 35,930 65,010 153,265 161,300 821,990 163,900 13,973 13,800 13,109 14,400 6,949 11,700 18,879 13,300 60,405 75,000 80,130 80,000 50,590 60,600 58,320 65,600 57,194 61,300 59,471 63,800 5,897 9,000 9,000 11,000 31 800 600 700 811 4,600 4,420 24,500 100,000 100,000 1001000 100,000 $1,162,644 $1,305,460 $2,037,401 $1,389,580 $72.52 $77.19 67 PUBLIC WORKS DIVISION FUNDING SOURCE Street Fund SUMMARY BY OF EXPENDITURES CATEGORY DEPARTMENT Street 2001 -02 1999 -00 2000 -01 2000 -01 2001 -02 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER/UNDER 2000 -01 BUDGET CATEGORIES BUDGET Personal Services $ 446,312 $ 510,470 $ 563,164 $ 530,260 $ 19,790 5111,5113,5114 Other Services 155,237. 142,800 185,348 161,800 19,000 5211,5214,5231,5210,5216 Contractual 249,312 298,790 930,400 306,120 7,330 5115,5315,5317 Commodities 210,973 248,800 254,068 266,900 18,100 5116,5212,5213,5419,5424 5434,5431,5428,5429,5427 5425 Capital Outlay _100,811 _104,600 _104,420 _124,500 19,900 6111,7317,6212 TOTALS $1,162,644 $1,305,460 $2,037,401 $1,389,580 $ 84,120 .: 1 ' FUNDING SOURCE Street Fund t BUDGET CATEGORY ' Personal Services 5111,5113,5114 ' Other Services 5211,5214,5231,5210,5216 ' Contractual 5115,5315,5317 ' Commodities 5116,5212,5213,5419,5424 5434,5431,5428,5429,5427 5425 ' Capital Outlay Y 6111,7317,6212 TOTALS t PUBLIC WORKS DIVISION DEPARTMENT SUMMARY OF EXPENDITURES Street BY CATEGORY PROJECTED 2002 -03 2003 -04 PROJECTED PROJECTED $ 544,040 $ 558,210 156,900 159,900 314,940 326,310 275,400 283,900 102,900 102,900 $1,394,180 $1,431,220 69 PUBLIC WORKS DIVISION Street Department Budget Analysis 2001 - 2002 PROPOSED BUDGET $1,389,580 2000 - 2001 BUDGET 1,305,460 INCREASE $ 84,120 PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114 - -Part Time) Annual Salary Adjustments Decrease in Overtime Increase in Part Time $21,620 (2,190) 360 CHANGES IN PERSONAL SERVICES $19,790 OTHER SERVICES: (5211 -- Repairs & Maintenance, Equipment; 5214 -- Communications, Postage; 5231 - -MV Maintenance; 5210 -- Repairs & Maintenance, Building; 5216 -- Utility Services Increase in Repairs and Maintenance $ 1,900 Increase in Communication Two Way Radios 9,400 Increase in Motor Vehicle Maintenance Snow and Ice 6,700 Increase in Utility Service - Gas 1,000 CHANGES IN OTHER SERVICES $19,000 CONTRACTUAL SERVICES: (5115 -- Benefits; 5315- - Insurance; 5316 -- Professional; 5317 -- Contractual) Increase in Cost - Medical /Dental Insurance $ 4,730 Increase in Contractual 2,600 CHANGES IN CONTRACTUAL SERVICES $ 71-330 COMMODITIES: (5116 -- Apparel; 5212 -- Travel, Training, CHANGES IN COMMODITIES $18,100 70 etc.; 5213 -- Printing & Advertising; 5419 -- Petroleum Products; 5424- - Miscellaneous; 5425- -Salt; 5427- - Aggregates; 5428 -- Materials; 5429- - Street Signs; 5431 - -Small Tools & Equipment; 5434 -- Supplies) Increase in Cost for Apparel $ 1,200 Increase in Cost for Petroleum Products 1,600 Increase in Cost for Salt 5,000 Increase in Cost for Aggregates 5,000 Increase in Cost for Materials 2,500 Increase in Cost for New Street Signs 2,000 Miscellaneous Increases 800 CHANGES IN COMMODITIES $18,100 70 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 7317 -- Vehicle & Equipment Replacement) Increase in Equipment See Appendix C -1 $19,900 CHANGES IN CAPITAL OUTLAY TOTAL INCREASE $19,900 $84,120 71 PUBLIC WORKS DIVISION Street Department ADMINISTRATION Per Capita General Administration for this department involves supervision for all street projects, handling of complaints, time clock records for payroll, making purchase requisitions, keeping records necessary for obtaining Motor Vehicle Fund revenue from the State, and handling correspondence necessary in connection with the other functions. One- fourth the salaries of the Director of Public Works and Engineering and the Superintendent of Public Works and one -third the salary of the Public Works Secretary and one part time Clerk Typist is charged to this account. CLEANING Per Capita The Village cleans approximately 70 miles of streets (140 curb miles). Cleaning is done in the business sections of the Village three times per week and in residential areas on a monthly schedule, for a total of 222 miles swept per month. In 2000 2,801 miles of streets were swept. One vacuum street sweeper is used for this operation. The Village pays a dumping fee (Contractual) for disposing of the refuse. Work Statistics 1997 1998 1999 2000 Streets Swept (Miles) 2,269 2,155 2,493 2,801 Streets Swept (Cubic Yards Debris) 1,496 1,110 1,862 980 72 ACTUAL 1999 -00 $283,044 $ 46,081 BUDGET ESTIMATED PROPOSED 2000 -01 2000 -01 2001 -02 $ 17.54 $ 18.23 $315,750 $285,291 $328,220 $_ 2.84 $ 3.15 $ 51,190 $ 35,790 $ 56,620 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC WORKS DIVISION Street Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 TRAFFIC MARKING Per Capita $ 75,126 This activity consists of painting crosswalks all over the Village, painting center lines and parking stalls on the business district streets, and constructing as well as installing street signs. In 2000, 38,456 lineal feet of pavement were marked and 350 street signs erected or replaced. A pickup truck is used part -time in this operation to haul the street striping machine, which is manually operated. Work Statistics 1997 1998 1999 2000 Traffic Marking (Lineal Feet) 29,911 30,249 30,732 38,456 PAVEMENT PATCHING Per Capita $137,955 Pavement patching involves the overlaying of deteriorating pavements and temporary patching. Inspections of Village streets determine the areas to be patched. In the calendar year 2000 Village employees applied 2,386 tons of pre -mix. Four dump trucks, two rollers, a Layton blacktop paver, a front -end loader, and a concrete saw are used for this activity. Aggregates used include sand, blacktop, and gravel. Other materials used include concrete, lumber, steel and primer. Work Statistics 1997 1998 1999 2000 Pre -Mix Patching Materials Used (Tons) 1,925 2,263 2,295 2,386 $ 4.82 $ 86,710 $ 8.21 $147,860 $ 83,581 $109,789 $ 5.19 $ 93,400 $ 9.71 $174,800 73 1 1 PUBLIC WORKS DIVISION Street Department I ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 TARRING CRACKS Per Capita $ 3.08 $ 3.12 $47,619 $55,490 $27,721 $56,210 Public Works Department employees note streets which need to have cracks filled, and, during the summer months, the crew fills all cracks larger than 1/4" in width. One truck equipped with a 400 gallon tar kettle and an air compressor is used part -time for tarring street cracks. Aggregates and materials used include sand, fine limestone dust, chips, and a new crack filler product which contains 25% recycled tires. This product stays resilient at temperatures below -0 degrees and will not track during hot weather. In 2000 14,535 lbs. were used. Work Statistics 1997 1998 1999 2000 Tarring Cracks (Pounds) 14,960 14,660 14,700 14,535 DRAINAGE STRUCTURES Per Capita $ 2.35 $ 2.45 $36,758 $42,320 ,$33,160 $44,110 Expenditures from this sub - department are for cleaning street inlets, catch basins, lines that connect inlets to catch basins to the interceptor storm sewers, and replacement of broken grates, covers, and manhole frames. All inlets and 480 catch basins were cleaned during 2000. A truck (part -time) and a sewer rodder are used for this purpose. The Village uses a vacuum street sweeper and eductor combination machine to clean the catch basins. Materials used by the Village for the cleaning operation are rods for the sewer rodder, fire hoses, and a high pressure jet hydraulic sewer rodder. 74 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC WORKS DIVISION Street Department ACTUAL 1999 -00 Work Statistics 1997 1998 1999 2000 Catch Basins Cleaned (Number) 480 480 480 480 STREET LIGHTS AND TRAFFIC SIGNALS Per Capita $117,810 This activity consists of maintenance of existing standards, lamps, and signals. In 2000, 212 street lamps were replaced. Work Statistics 1997 1998 1999 2000 Street Signs Erected or Replaced 264 345 330 350 Street Light Standards Replaced 4 4 4 1 Street Light Cable Repairs 180 175 170 181 Street Lamps Replaced 195 204 305 212 MISCELLANEOUS MAINTENANCE Per Capita $ 68,610 Miscellaneous Maintenance includes decorating for the holidays, flower plantings, street patch work, etc. Some miscellaneous maintenance is done by Village employees. Work Statistics 1997 1998 1999 2000 Concrete Street Patch Work (Square Yards Replaced) 55 41 155 10 BUDGET ESTIMATED PROPOSED 2000 -01 2000 -01 2001 -02 $ 7.22 $ 7.42 $130,030 $111,471 $133,490 $ 4.47 $ 4.29 $ 80,540 $ 72,950 $ 77,260 75 PUBLIC WORKS DIVISION Street Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 SNOW AND ICE CONTROL Per Capita $ 12.86 $ 13.86 $184,269 $231,530 $302,540 $249,530 Snow and ice are cleared from the Village streets, five -foot wide sidewalks (33.25 miles of sidewalks), and municipally owned parking lots and alleys. During 2000, the Village used 4,105 tons of rock salt and treated ice control sand. Nineteen Village vehicles may be equipped with snow plows whenever a snow storm occurs. Eight dump trucks (GVW 35,000), four dump trucks (GVW 11,000), two one -half ton pick -up trucks, three three - quarter ton pick -up trucks, two one ton pick -up trucks, seventeen snow plows, and one sidewalk plow are used. Work Statistics 1997 1998 1999 2000 Snow and Ice Control (Man Hrs) 2,512 998 2,310 3,608 Rock Salt Used (Tons) 2,340 1,095 2,240 4,105 Sand (Birds Eye) Ice Control (Tons) 600 560 529 500 TREE REMOVAL Per Capita $ 4.73 $ 5.02 $ 86,345 $ 85,110 $893,809 $ 90,360 Tree removal is done primarily on a contractual basis. Village employees clean up after tree stumps are removed, fill in with black dirt, and reseed. In 2000, 297 trees were removed. On May 18, 2000 there was a violent wind storm resulting in an unusually large loss of trees. Two dump trucks and one front -end loader tractor are used part time. Work Statistics 1997 1998 1999 2000 Trees Removed (Number) 23 29 29 297 76 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC WORKS DIVISION Street Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 TREE PLANTING Per Capita $18,412 Approximately 116 trees were planted in 2000. The Village contracts for the purchase of the trees, and Village employees plant them. The Village pays one -half the cost of a 1 -1/2" diameter tree. If a larger tree is requested by the homeowner, he pays the additional cost. Part time use of a Ford tractor with a 30" auger, a dump truck and a front -end loader tractor is required for planting. Work Statistics 1997 1998 1999 2000 Trees Planted (Number) 34. 63 64 116 RAILROAD STATION MAINTENANCE Per Capita $39,098 The Village Public Works employees provide maintenance service and repair vandalism and damage to the interior of the Deerfield, Chicago, Milwaukee and Saint Paul Railroad Station. This is done under an agreement between the Chicago, Milwaukee and Saint Paul Railroad, the RTA, and the Village of Deerfield. WEED CONTROL Per Capita $21,517 Weed control includes cutting .weeds and grass on 105,000 lineal feet of parkways and on other Village -owned properties. Some work is done for private owners on a reimbursement basis ($50.00 per hour). A Ford tractor (part -time) and three rotary hand lawn mowers are used. Weed killer is applied in some locations. $ 1.01 $18,150 $ 1.96 $35,270 $ 1.42 $25,510 $35,050 $34,411 $11,839 $ 1.04 $18,670 $ 2.28 $41,100 $ 1.43 $25,810 ' 77 PUBLIC WORKS DIVISION Street Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -0'2 Work Statistics 1997 1998 1999 2000 Parkway Mowing (Lineal Ft) 105,000 105,000 105,000 105,000 TOTALS $1,162,644 $1,305,460 $2,037,401 $1,389,580 78 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 b C 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 r 1 1 1 1 1 1 I� 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 959.- of pollutants from the original sewage. ' The WRF is proud to say they have met or exceeded this requirement every year for the last fifteen 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. 1 1 F LI 1 1 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 eight full -time employees: a foreman, a lab director, five operators, and one maintenance man. Many of these employees hold various EPA certification levels. The following projects will be implemented in the 2001 -02 fiscal year: Re -line approximately 1200 lineal feet of sewers. Design the sanitary sewer re -route at Hazel Avenue and METRA. Replace Sewage Lift Pumps #1 -2 with Chopper Pumps. Rebuild Comminutors #1 -2 -3 at WRF. 1 79 C Replace Settled Sewage Pumps #1 -2 -3 -4 at WRF. ' Replace Power Transfer Switch on Emergency Generator. Rebuild Lower Bearing Housing for Screw Pumps #1 -2 and Spare. Replace 18 Valves on Small Sludge Beds @ WRF. Replace Electric Power Lines on Pumps @ DFLD /Wilmot Lift Station. t Replace Grit Separator at WRF. Tuckpointing Digesters #1 -2 @ WRF. ' Replace Broken Sidewalks @ WRF. Accomplishments during fiscal year 2000 -2001 included: ' Responded to 255 service calls, of which 79% were due to problems in private lines ' Completed the sewer lining of Park Avenue between Hazel Avenue and Greenwood Avenue. Replaced the radiator on the standby generator at WRF. , Applied for and received the new IEPA permit for sludge disposal. This is effective until April 30, 2005.. ' Replaced Air Lines and Diffusers in Aerobic Digesters #1,2,3. 1 1 1 1 1 1 1 80 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC WORKS DIVISION SEWER DEPARTMENT Work Statistics 1997 Cleaning and Maintenance Sanitary Sewer Stoppages Sanitary Sewer Cleaned (Ft) 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 (Feet) 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 1998 1990 2000 20 16 12 17 289,730 244,603 227,690 210,760 2 7 4 13 1 4 4 8 3 21 5 2 13,001 16,860 18,040 12,964 0 0 45 12 22 68 149 152 38,880 79,805 71,150 50,235 48 54 92 64 2 24 14 25 2 1 2 5 17 11 13 5 9,953 11,532 5,148 10,210 6 2 2 3 523 284 240 665 1 1 2 16 Sanitary Sewage Pumped (Million Gallons) 1,216 1,276 1,224 1,182 Primary Sludge (Thousand Gallons) 4,667 4,789 4,876 5,124 Chlorine Used (Gallons) 16,455 21,163 24,264 29,302 Sludge Beds Cleaned 93 94 54 85 Sludge Beds Drawn 89 73 65 74 Electric Current Used (Thousand K.W.H.) 1,783 1,890 1,836 1,923 81 DIVISION Public Works FUNDING SOURCE Sewer Fund SEWER DEPARTMENT SOURCES OF FUNDS AND EXPENDITURES ACTUAL AND PROPOSED REVENUE: Sewer Charges Permits and Fees Penalties Other Charges for Services Interest Earned Miscellaneous Construction Res - Collections Transfer to Construction Res. TOTAL OPERATING REVENUE Transfer from Construction Fd. Transfer from Depreciation Res TOTAL REVENUES AND RESERVES TOTAL EXPENDITURES NET CHANGE Departmental Summary on Page 84 82 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED $ 1,669,797 $ 1,640,000 $ 1,675,000 $ 1,680,000 11,525 9,000 9,000 7,000 18,047 18,000 18,000 19,000 28,337 25,000 26,000 26,000 95,111 65,000 90,000 75,000 0 5,000 5,000 5,000 50,766 55,000 54,000 55,000 0 55( ,000) _ 54( ,000) 55( ,000) $ 1,873,583 $ 1,762,000 $ 1,823,000 $ 1,812,000 0 0 0 0 0 300,000 300,000 211,000 $ 1,873,583 $ 2,062,000 $ 2,123,000 $ 2,023,000 $ 1,578,591 $ 2,155,480 $ 2,083,626 $ 2,193,570 $ 294,992 $ (93,480)$ 39,374 $ (170,570) 1 SEWER DEPARTMENT 'DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Sewer Fund 2002 -03 2003 -04 ' PROJECTED PROJECTED ' REVENUE: Sewer Charges Permits and Fees ' Penalties Other Charges for Services Interest Earned ' Miscellaneous Construction Res - Collections Transfer to Construction Res. ' TOTAL OPERATING REVENUE tTransfer from Construction Fd. Transfer from Depreciation Res ' TOTAL REVENUES AND RESERVES TOTAL EXPENDITURES ' NET CHANGE Departmental Summary on Page 84 $ 1,680,000 $ 1,680,000 7,000 7,000 19,000 19,000 26,000 26,000 75,000 75,000 5,000 5,000 55,000 55,000 _ 55( ,000) (55,000) $ 1,812,000 $ 1,812,000 0 0 226,000 220,000 $ 2,038,000 $ 2,032,000 $ 2,238,560 $ 2,256,510 $ (200,560)$ (224,510) E-47 EXPENDITURES DIVISION Public Works DEPARTMENT FUNDING SOURCE Sewer Sewer Fund SUMMARY ACCOUNT NUMBER ACTUAL BUDGET ESTIMATE PROPOSED AND CLASSIFICATION 1999 -00 2000 -01 2000 -01 2001 -02 5111 Salaries $ 759,070 $ 800,890 $ 760,970 $ 840,480 5113 Overtime 21,254 32,080 31,601 31,100 5114 Part Time 14,112 19,440 21,360 19,800 5115 Benefits 115,257 139,720 128,226 145,440 5116 Apparel 3,970 5,500 5,440 7,500 5210 Equipment Rental 750 8,000 1,600 8,000 5211 Repairs & Maintenance 99,524 332,200 354,631 239,200 5212 Travel, Training, etc. 2,408 3,600 3,430 5,500 5213 Printing and Advertising 366 300 210 300 5214 Communications 12,084 14,300 12,110 17,600 5216 Utility Services 183,528 191,000 185,540 199,000 5218 Miscellaneous 6,392 6,700 5,120 7,700 5221 Occupancy 20,000 20,000 20,000 20,000 5231 MV Maintenance 30,788 20,700 23,150 24,000 5315 Insurance 44,779 89,150 51,930 X89,150 5316 Professional 0 20,200 5,000 20,200 5317 Contractual 35,301 113,200 107,209 153,500 5412 Supplies 62,769 71,700 81,950 83,500 5419 Petroleum Products 13,176 13,900 13,690 16,000 5426 Chlorine 14,170 4,000 2,000 4,000 5427 Aggregates 17,597 20,800' 20,019 22,800 5428 Materials 49,331 55,000 64,110 64,000 5431 Small Tools & Equipment 493 1,500 1,500 1,800 6111 Equipment 4,950 8,600 19,830 10,000 7316 Depreciation 33,522 130,000 130,000 130,000 7317 Vehicle +Equip Replacement 33,000 33,000 33,000 33,000 TOTAL $1,578,591 $2,155,480 $2,083,626 $2,193,570 Per Capita Cost $119.74 $121.85 1 PUBLIC WORKS DIVISION ' FUNDING SOURCE Sewer Fund SUMMARY OF EXPENDITURES BY CATEGORY t 1999 =00 ACTUAL ' BUDGET CATEGORIES DEPARTMENT Sewer 2001 -02 2000 -01 2000 -01 2001 -02 BUDGET BUDGET ESTIMATED PROPOSED OVER /UNDER 2000 -01 BUDGET Personal Services $ 794,436 $ 852,410 $ 813,932 $ 891,380 $ 38,970 '51 11,5113,5114 Other Services 326,674 ' 5211,5214,5231,5210,5216 Contractual 195,337 ' 5115,5315,5316,5317 Commodities 190,673 5116,5212,5213,5221,5419 ' 5424,5434,5427,5428,5431 5426 566,200 577,030 487,800 (78,400) 362,270 292,365 408,290 46,020 203,000 217,469 233,100 30,100 ' Capital Outlay 71,472 171,600 182,830 _173,000 1,400 7317,6111,6212,7316 TOTALS $1,578,591 $2,155,480 $2,083,626 $2,193,570 $ 38,090 1 1 1 1 1 85 FUNDING SOURCE Sewer Fund BUDGET CATEGORY Personal Services 5111,5113,5114 Other Services 5211,5214,5231,5210,5216 Contractual 5115,5315,5316,5317 Commodities 5116,5212,5213,5221,5419 5424,5434,5427,5428,5431 5426 Capital Outlay 7317,6111,6212,7316 TOTALS :. PUBLIC WORKS DIVISION SUMMARY OF EXPENDITURES BY CATEGORY PROJECTED 2002 -03 2003 -04 PROJECTED PROJECTED $ 916,790 $ 942,970 495,100 490,100 421,870 412,840 235,100 239,100 169,700 171,500 $2,238,560 $2,256,510 DEPARTMENT Sewer 1 1 r 1 1 1 PUBLIC WORKS DIVISION Sewer Department Budget Analysis 2001 - 2002 PROPOSED BUDGET $2,193,570 2000 - 2001 BUDGET 2,155,480 INCREASE $ 38,090 PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114- -Part Time) Annual Salary Adjustments Miscellaneous Decreases CHANGES IN PERSONAL SERVICES $39,590 620) f $ 38,970 $(78,400) $ 46,020 $ 30,100 87 OTHER SERVICES: (5210 -- Equipment Rental; 5211 -- Repairs & Maintenance; 5214 ' Communications; 5216 -- Utility Services; 5231 - -MV Maintenance) Decrease in Repairs and Maintenance - Sewage ' Treatment Plant $(93,000) Increase in Utility Service for Gas and Electricity 8,000 Increase in Communications -Two Way Radio 3,300 ' Increase in Motor Vehicle Maintenance $ 3,300 CHANGES IN OTHER SERVICES ' CONTRACTUAL SERVICES: (5115 -- Benefits; 5315 -- Insurance; 5316 -- Professional; 5317 -- Contractual) Increase in Contractual -Cost of Additional Sewer Lining $40,300 Increase in Cost - Medical /Dental Insurance 5,720 CHANGES IN CONTRACTUAL SERVICES COMMODITIES: (5116 7- Apparel; 5212 -- Travel, Training, etc.; 5213 -- Printing & Advertising; ' 5221 -- Occupancy; 5419 -- Petroleum Products; 5424 -- Miscellaneous; 5426 -- Chlorine; 5427 -- Aggregates; 5428 -- Materials; 5429 -- Street Signs; 5431 - -Small Tools ' & Equipment;.5434 -- Supplies) Increase in Cost for Supplies - Chemicals $11,800 Increase in Cost - Materials 9,000 ' Increase in Apparel Allowance 2,000 Increase in Cost for Travel, Training, Dues 1,900 Increase in Cost-Petroleum Products 2,100 Increase in Cost - Aggregates 2,000 ' Miscellaneous Increases 1,300 CHANGES IN COMMODITIES t f $ 38,970 $(78,400) $ 46,020 $ 30,100 87 CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 6415 -- Improvements, Not Bldg.; 7316 -- Depreciation; 7317 -- Vehicle & Equipment Replacement) Increase in Equipment, See Appendix C -2 CHANGES IN CAPITAL OUTLAY TOTAL INCREASE 1,400 $ 1,400 $ 38,090 1 1 1 1 1 1 1 1 1 SEWER CONSTRUCTION FUND The Board of Trustees has established a special annual sewer charge for major maintenance and repair to the Village Sewer System to be billed and paid quarterly together with the regular water and sewer bill. The projected balance in this fund is as follows- * * * * * DEPRECIATION RESERVE ' The Depreciation Reserve is set up to fund the cost of maintenance and replacement of capital assets whose expected service life is less than that of the Waste Water Reclamation Facility. This funding source ensures that the Village will be able to adequately maintain the Waste Water Reclamation Facility. 1 1 1 1 1 1 1 1 Projected Balance - May 1 Estimated Receipts Available Funds Total Expenditures* AVAILABLE FUNDS 2000 -01 2001 -02 2002 -03 2000-01 $503,052 2001 -02 $252,052 2002 -03 130,000 2003 -04 Projected Balance - May 1 $ 169,189 $ 224,189 $ 279,189 $ 334,189 Estimated Receipts $156,052 55,000 55,000 55,000 55,000 Available Funds $ 224,189 $ 279,189 $ 334,189 $ 389,189 Total Expenditures 0 0 0 0 AVAILABLE FUNDS $ 224,189 $ 279,189 $ 334,189 $ 389,189 * * * * * DEPRECIATION RESERVE ' The Depreciation Reserve is set up to fund the cost of maintenance and replacement of capital assets whose expected service life is less than that of the Waste Water Reclamation Facility. This funding source ensures that the Village will be able to adequately maintain the Waste Water Reclamation Facility. 1 1 1 1 1 1 1 1 Projected Balance - May 1 Estimated Receipts Available Funds Total Expenditures* AVAILABLE FUNDS 2000 -01 2001 -02 2002 -03 2003 -04 $503,052 $333,052 $252,052 $156,052 130,000 130,000 130,000 130,000 $633,052 $463,052 $382,052 $286,052 300,000 211,000 226,000 220,000 $333,052 $252,052 $156,052 $ 66,052 *Capital Project Items 13 thru 32 Pages 151 -152 - I PUBLIC WORKS DIVISION Sewer Department t ADMINISTRATION AND SUPERVISORY Per Capita Salaries charged to this account (one -half the salary of the Utility Foreman, one - fourth the salary of the Director of Public Works and Engineering, one - fourth the salary of the Superintendent of Public Works, and one -third the salary of the Public Works Secretary and one part time Clerk Typist) are for the overall supervision of the cleaning and maintenance of present sewers and some new construction. CLEANING AND MAINTENANCE Per Capita The Village is responsible for the cleaning and maintenance of approximately 65 miles of sanitary sewer pipe, ranging in size from 6 inches to 24 inches; and approximately 46 miles of storm sewer pipe, ranging in size from 10 inches to the equivalent of 60 inches. The Village contracts to have the sewer system scanned by closed circuit television to facilitate location of broken pipes, improper alignment of pipes, roots, or signs of infiltration. Non- polluting white smoke and dyes are also used by the Village to spot problems. Smoke introduced in the sanitary sewer pipes identifies areas of infiltration of storm water; and dyes in storm sewers show intrusion in the sanitary sewer pipes. In 2000, the Village dye or smoke tested 16 inlets and cleaned 210,760 feet of sanitary sewers and 50,235 feet of storm sewers. Work Statistics 1997 1998 1999 2000 Sanitary Sewer Stoppages 20 16 12 17 90 ACTUAL BUDGET ESTIMATED PROPOSED ' 1999 -00 2000 -01 2000 -01 2001 -02 $ 17.71 $ 18.10 $235,698 $318,890 $263,195 $325,860 ' LI 1 1 $ 10.02 $ 10.90 ' $165,933 $180,380 $125,900 $196,140 1 1 1 1 1 1 1 1 1 i i i i i i i i PUBLIC WORKS DIVISION Sewer Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 Work Statistics cont'd 1997 1998 1999 2000 Sanitary Sewer Cleaned (Ft) Sewers Cleaned (Feet) 289,730 244,603 227,690 210,760 79,805 Sanitary Excavation Openings Inlets 2 7 4 13 Sanitary Infiltrations Found 92 1 4 4 8 Sanitary Manholes Rebuilt 2 3 21 5 2 Sanitary Sewers TV'd (In Feet) 13,001 16,860 18,040 12,964 Sump Pump Inspection 0 0 45 12 Home Dye or Smoke Tested 22 68 149 152 CONSTRUCTION Per Capita $ 14.24 $208,097 $256,300 In this function the Village replaces broken or damaged pipes or their connections or inlets and constructs some new sewers. In 2000, the Village installed 665 feet of new storm sewers or laterals, replaced 16 broken inlet covers, rebuilt 2 sanitary manholes and reconstructed 5 storm structures. Work Statistics 1997 1998 1999 2000 Storm Sewers Cleaned (Feet) 38,880 79,805 71,150 50,235 Inlets Cleaned 48 54 92 64 Storm Excavation Openings 2 24 14 25 $ 16.81 $271,942 $302,530 91 PUBLIC WORKS DIVISION Sewer Department Work Statistics cont'd 1997 1998 1999 2000 Storm Infiltrations Found 2 1 2 5 Storm Structures Reconstructed 17 11 13 5 Storm Sewers TV'd 9,953 11,532 5,148 10,210 Street Inlet Covers Replaced 6 2 2 3 New Storm Sewers or Laterals Installed - In Feet 523 284 240 665 Inlets Dye or Smoke Tested 1 1 2 16 WASTE WATER TREATMENT PLANT Per Capita The expanded waste water treatment plant has been in full operation since May 1, 1978. This project was financed by Federal .(75%) and Village (25 %) funds, the Village portion being funded by. general obligation bonds. In addition to the primary and secondary treatment of sewage with chlorination and two -stage sludge digestion for anaerobic sludge, the new plant provides for aerobic digestion along with sludge drying beds. Dry sludge is disposed of by the.Village in an environmentally approved manner. The plant has a 585 k.w.h., 12 cylinder diesel standby generator with automatic switching gear and two archimedean screw pumps rated at 7,000 gallons per minute. The treatment plants' hydraulic design capacity can serve a population of 30,000 and a storm flow of 17 million gallons. Besides the main treatment plant, there are four 92 ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 $ 77.76 $ 76.05 $ 968,862 $1,399,910 $1,422,589 $1,369,040 r I PUBLIC WORKS DIVISION 1 Sewer Department 1 ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 1 WASTE WATER TREATMENT PLANT cont'd Per Capita 1 lift stations and a 285 k.w.h. generator which is located at the Eastside lift station on River Road. The new Deerfield Road lift station 1 is a combination dry /wet weather lift station. Dry weather flow is 2,400 gals. per minute and wet weather flow is 21,000 gals. per 1 minute. A 450 kilovolts emergency generator automatically starts if the power fails. During wet weather the excess flow is discharged to the 1 chlorine contact tank for settling and chlorination. There is the capability of chlorinating the excess flow at the rate of 1,000 lbs. per day. The dry weather flow pumps work at 1,200 gals. per minute and the wet weather flow pumps work at 7,000 gals. per minute. Each wet ' weather pump discharges to a rotating screen. The Warwick Road pump station functions similarly during wet weather only. ' In addition to eight full -time Village employees who operate the treatment plant, the Village 1 contracts for engineering consultants. One- fourth the salary of the Director of Public Works and Engineering and one- fourth the salary of the Superintendent of Public Works are charged to the account for overall supervision of the treatment plant. The treatment ' plant is also responsible for maintaining laboratory facilities to assure quality control of treatment. ' Work Statistics 1997 1998 1999 2000 ' Sanitary Sewage Pumped (Million Gallons) 1,216 1,276 1,224 1,182 1 1 93 PUBLIC WORKS DIVISION Sewer Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 Work'Statistics cont'd 1997 1998 1999 2000 Primary Sludge (Thousand Gallons) 4,667 4,789 4,876 5,124 Chlorine Used (Gallons) 16,455 21,163 24,264 29,302 Sludge Beds Cleaned 93 94 54 85 Sludge Beds Drawn 89 73 65 74 Electric Current Used (Thousand K.W.H.) 1,783 1,890 1,836 1,923 TOTALS $1,578,591 $2,155,480 $2,083,626 $2,193,570 94 1 1 1 1 1 1 1 1 1 1 1 1 1 1 c g'z �• g 1 1 1 1 L 1 1 1 1 1 1 1 1 1 1 1 L JI PUBLIC WORKS DIVISION ' WATER DEPARTMENT ' The primary and continuing goals of the Water Department, a division of Public Works, are: 95 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, eight water pumps, three underground reservoirs, and a pumping 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 2001 -02 budget year: Complete the construction of the 2.0 MG Reservoir and'6.0 MGD Pump ' Station at Mitchell Park. Complete the construction of a new transmission main from Highland Park to the new Mitchell Park Reservoir. ' Complete the design and construct the North Feed Booster Pumping Station. ' Design and construct the Richfield Reservoir modifications including: Speed Motor Control for Pump 41, Variable Frequency Drive and Replace Pump #2. ' Update Pump controls at Hawthorne Pumping Station. Design and construct the Water main replacement for Central Avenue from Wilmot to Castlewood. ' Accomplishments during 2000 -2001: Upgraded water controls ' Published and distributed a drinking water Consumer Confidence Report per the new Federal Drinking Water regulations t Responded to 92 main breaks, 2483 JULIE locate requests and 328 non - JULIE locates Installed 151 new technology water meters in pits allowing the meter ' to be read without opening the pit Tested and flushed all 1,125 fire hydrants in the system ' Substantially completed construction of the Mitchell Park reservoir and pumping station Finished design and started construction of a new transmission main ' from Highland Park to the new Mitchell Park reservoir Upgraded pump controls at Hawthorne and Richfield reservoirs 95 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 1997 1998 '1999 2000 Main and Fire Hvdrant Maintenance Water Main Breaks Repaired Service Leaks Repaired New Fire Hydrants Installed Fire Hydrants Repaired or Tested Valves Repaired B Box Adjustments JULIE Locations (New program 1993) Valve Vaults Reconstructed 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 Notices for Delinquent Water Bills Meters Sealed Frozen Meters W 70 76 84 92 4 19 9 6 12 5 7 6 1,095 1,126 1,146 1,143 30 31 3'7 61 72 310 328 96 1,895 1,844 2,098 2,483 9 31 9 6 1,030 1,085 1,122 1,074 1,895 1,844 2,098 2,483 67 55 1 75 58 312 312 288 298 69 34 30 0 4 6 16 4 38 22 71 73 99 133 241 121 35 39 33 140 15 14 21 26 0 0 0 1 24,084 24,084 24,084 24,600 270 304 236 304 65 75 86 66 335 359 375 193 125 182 266 175. 1 2 10 4 1 'WATER DEPARTMENT DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED ' Water Fund ' 1999 -00 2000 -01 ACTUAL BUDGET ' REVENUE: Water Sales ' Penalties ' Permits Interest Earnings ' Miscellaneous TOTAL REVENUE TOTAL EXPENDITURES ' NET CHANGE 1 t Departmental Summary on Page 99 $ 3,623,880 $ 32,227 18,540 212,612 1,894 $ 3,889,153 $ $ 3,121,424 $ $ 767,729 $ 2000 -01 2001 -02 ESTIMATE PROPOSED 3,550,000 $ 3,403,000 $ 3,653,000 28,000 28,000 28,000 15,000 19,000 15,000 180,000 205,000 200,000 5,000 5,300 5,000 3,778,000 $ 3,660,301 $ 3,901,000 3,381,900 $ 3,275,487 $ 4,159,770 396,100 $ 384,814 $ (258,770) 97 WATER DEPARTMENT DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED' Water Fund REVENUE: Water Sales Penalties Permits Interest Earnings Miscellaneous TOTAL REVENUE TOTAL EXPENDITURES NET CHANGE Departmental Summary on Page 99 2002 -03 2003 7-04 PROJECTED PROJECTED $ 3,688,000 $ 3,688,000 28,000 28,000 15,000 15,000 175,000 150,000 5,000 5,000 $ 3,911,000 $ 3,886,000 $ 3,875,160 $ 4,007,380 $ 35,840 $ (121,380) EXPENDITURES DEPARTMENT Water SUMMARY ACTUAL BUDGET ESTIMATE PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 $ 356,695 $ 447,780 $ 383,610 $ 510,560 51,907 58,000 54,599 ' DIVISION 17,450 Public Works 17,800 FUNDING SOURCE ' Water Fund 77,700 ACCOUNT NUMBER 2,600 2,000 AND CLASSIFICATION ' 5111 Salaries 1,000 5,779 5113 Overtime 30,200 5114 Part Time ' 1,100 1,643 2,100 5115 Benefits 12,056 5116 Apparel ' 76,353 5210 Equipment Rental 77,200 5211 Repairs & Maintenance 5,600 5212 Travel, Training, etc. ' 5213 Printing and Advertising 24,507 5214 Communications 30,000 42,393 5216 Utility Services 53,500 5218 Miscellaneous 4,490 5221 Occupancy 48,100 ' 5231 MV Maintenance 2,100 53.15 Insurance ' 5316 Professional 7,100 5317.Contractual 500 0 5412 Supplies ' 5419 Petroleum Products 67,089 5426 Chlorine 92,000 ' 5427 Aggregates 900 5 428 Materials 1,800,000 5431 Small Tools & Equipment ' 5432 Purchase of Water 26,576 6111 Equipment 0 0 7316 Depreciation 290,000 ' 7116 Bond Principal 198,410 7217 Bond Interest 23,000 t 7317 Vehicle +Equip Replacement TOTAL ' Per Capita Cost EXPENDITURES DEPARTMENT Water SUMMARY ACTUAL BUDGET ESTIMATE PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 $ 356,695 $ 447,780 $ 383,610 $ 510,560 51,907 58,000 54,599 58,100 10,063 17,450 11,171 17,800 55,938. 64,530 62,110 77,700 2,179 2,600 2,000 3,500 0 1,000 100 1,000 5,779 30,600 23,939 30,200 321 1,100 430 1,100 1,643 2,100 2,410 2,700 12,056 11,800 11,789 14,700 76,353 71,900 73,221 77,200 1,982 5,600 5,600 5,600 20,000 20,000 20,000 20,000 24,507 26,900 28,850 30,000 42,393 53,500 48,960 53,500 6,294 12,400 4,490 13,900 89,587 48,100 39,190 563,100 620 2,100 930 2,100 5,101 6,400 6,900 7,100 0 500 0 500 11,841 22,000 22,000 24,000 67,089 79,500 87,070 92,000 498 600 840 900 1,968,696 1,800,000 1,800,000 1,950,000 38,337 87,000 76,831 91,100 26,576 0 0 0 0 275,000 275,000 290,000 2211969 210,440 210,450 198,410 23,000 23,000 23,000 23,000 $3,121,424 $3,381,900 $3,275,487 $4,159,770 $187.86 $231.07 WE FUNDING SOURCE Water Fund BUDGET CATEGORIES PUBLIC WORKS DIVISION SUMMARY OF EXPENDITURES BY CATEGORY 1999 -00 2000 -01 2000 -01 ACTUAL BUDGET ESTIMATED DEPARTMENT Water 2001 -02 2001 -02 BUDGET PROPOSED OVER /UNDER 2000 -01 BUDGET Personal Services $ 418,665 $ 523,230 $ 449,380 $ 586,460 $ 63,230 5111,5113,5114 Other Services 118,696 142,200 137,898 153,100 10,900 5211,5214,5231,5210,5216 Contractual 194,211 178,530 154,749 708,200 529,670 5115,5315,5316,5317 Commodities 2,079,970 1,942,500 1,948,179 2,109,500 167,000 5116,5212,5213,5221,5419 5424,5434,5427,5428,5431 5426,5432 Capital Outlay _309,882 _595,440 585,281 _602,510 7,070 7116,7217,7316,7317,6111 6212,6415 TOTALS $3,121,424 $3,381,900 $3,275,487 $4,159,770 $ 777,870 100 1 ' FUNDING SOURCE Water Fund BUDGET CATEGORY ' Personal Services 5111,5113,5114 1 Other Services 5211,5214,5231,5210,5216 tContractual 5115,5315,5316,5317 ' Commodities 5116,5212,5213,5221,5419 5424,5434,5427,5428,5431 ' 5426,5432 Capital Outlay ' 7116,7217,7316,7317,6111 6212,6415 TOTALS 1 1 PUBLIC WORKS DIVISION DEPARTMENT SUMMARY OF EXPENDITURES Water BY CATEGORY PROJECTED 2002 -03 2003 -04 PROJECTED PROJECTED $ 603,980 $ 621,940 152,900 155,000 411,130 467,490 2,116,500 2,170,500 590,650 592,450 $3,875,160 $4,007,380 101 PUBLIC WORKS DIVISION Water Department Budget Analysis 2001 - 2002 PROPOSED BUDGET $4,159,770 2000 - 2001 BUDGET 3,381,900 INCREASE $ 777,870 PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114 - -Part Time) Annual Salary Adjustments $ 17,250 Addition - One Maintenance Operator 1 45,980 CHANGES IN PERSONAL SERVICES $ 63,230 OTHER SERVICES: (5211 -- Repairs & Maintenance; 5214- - Communications; 5210 -- Equipment Rental; 5216 -- Utility Services; 5231 - -MV Maintenance) Increase in Communications - 2 Way Radio $ 2,900 Increase in Utility Service - Gas 5,300 Increase in Cost - Motor Vehicle Maintenance 3,100 Miscellaneous Decreases (400) CHANGES IN OTHER SERVICES $ 10,900 CONTRACTUAL SERVICES: (5115 -- Benefits; 5315- - Insurance; 5316 -- Professional; 5317 -- Contractual) Increase in Contractual - Replace Water Main, Capital Project Item 38A $515,000 Increase in Medical /Dental Insurance 4,340 Medical /Dental Insurance - New Maintenance Operator 1 8,830 Increase in Professional Services 1,500 CHANGES IN CONTRACTUAL SERVICES $ 529,670 COMMODITIES: (5116 -- Apparel; 5212 -- Travel, Training, etc.; 5213 -- Printing & Advertising; 5221 -- Occupancy; 5419 -- Petroleum Products; 5424 -- Miscellaneous; 5426 -- Chlorine; 5427 -- Aggregates; 5428 -- Materials; 5431- -Small Tools and Equipment; 5432 -- Purchase of Water; 5434 -- Supplies) Increase in Water Purchases $ 150,000 Increase in Cost - Materials 12,500 Increase in Cost - Aggregates 2,000 Increase in Apparel Allowance 900 Miscellaneous Increases 1,600 CHANGES IN COMMODITIES 102 $ 167,000 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 6415-- Improvements- Not Bldgs.; 7116 - -Bond Principal; 7217 - -Bond Interest; 7316- - Depreciation; 7317 -- Vehicle & Equipment Replacement) Increase in Equipment (See Appendix C -3) $ 4,100 Increase in Bond Principal 15,000 Decrease in Bond Interest (12,030) CHANGES IN CAPITAL OUTLAY TOTAL INCREASE $ 7,070 $ 777,870 103 ADMINISTRATION PUBLIC WORKS DIVISION Per Capita Water Department The major expenditures from this department are for salaries for the overall supervision of the water function and administrative duties connected with the provision of fresh water to Village residents. One -half the salary of the Utilities Foreman, one - fourth the salary of the Director of Public Works and Engineering, one - fourth the salary of the Superintendent of Public Works, and one -third the salary of the Public Works Secretary and one part time Clerk Typist are charged to this account. MAIN AND FIRE HYDRANT MAINTENANCE Per Capita Maintaining 76+ miles of water mains and 931 fire hydrants involves replacing fire hydrants and either replacing sections or repairing breaks in the water mains. The Village contracts for an annual water survey to locate any leaks which might not appear in the normal course of a year. The Department of Public Works also is alert for signs of water leaks which occur between annual surveys. During 2000, the Department repaired 6 service leaks and 92 water main breaks. Equipment used for maintenance includes a back -hoe, compressor, three water pumps, three trucks, and two generators. Materials used include fire hydrants, sleeves, pipe, valve boxes, and water main valves. Work Statistics 1997 1998 1999 2000 Water Main Breaks Repaired 70 76 84 92 Service Leaks Repairs 4 19 9 6 104 ACTUAL 1999 -00 $540,385 $351,109 BUDGET ESTIMATED PROPOSED 2000 -01 2000 -01 2001 -02 $ 41.57 $ 42.25 $748,400 $756,948 $760,520 $ 21.92 $ 52.07 $394,540 $359,679 $937,450 1 1 1 1 1 1 1 1 1 1 1 1 1 1 r 1 PUBLIC WORKS DIVISION Water Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 Work Statistics cont'd 1997 1998 1999 2000 New Fire Hydrants Installed 12 5 7 6 Fire Hydrants Repaired or Tested 1,095 1,126 1,146 1,143 Valves Repaired 30 31 37 61 B Box Adjustments 72 310 328 96 JULIE Locations (New program 1993) 1,895 1,844 2,098 2,483 Valve Vaults Reconstructed 9 31 9 6 DISTRIBUTION Per Capita The Village of Deerfield purchases water from Highland Park on a contractual basis and maintains three pumps at the reservoir in Highland Park. In addition, the Village has a 1.0 million gallon elevated water tank and a 3.3 million gallon underground reservoir in Deerfield. Also, Hawthorne Pumping Station has an 850,000 gallon underground reservoir with two pumps. In an emergency these pumps can be used to augment our water supply by pumping water back into our system. In 2000, the Village purchased 1,074,359,804 gallons of water. To assure Village residents a safe water supply at all times, each month 24 samples are sent to an independent testing laboratory which is certified by the E.P.A. $ 117.35 $ 129.23 $2,192,576 $2,112,470 $2,058,791 $2,326,330 1 105 PUBLIC WORKS DIVISION Water Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 Work Statistics 1997 1998 1999 2000 Annual Water Pumpage in Millions of Gallons 1,030 1,085 1,122 1,074 Locations for JULIE 1,895 1,844 2,098 2,483 Services Checked for Leaks 67 55 75 58 Water Sample Analysis (Bacteriological) 312 312 288 298 Water Sample Analysis (Lead) 69 34 30 0 Water Sample Analysis Trihalomethane (EPA Required) 4 6 16 4 METER MAINTENANCE Per Capita $ 37,354 Included under the classification of meter maintenance are repairs of existing meters, installation of new meters, and meter reading. Large water meters for commercial and business establishments are tested and repaired on a contractual basis. Work Statistics 1997 1998 1999 2000 Meter Pits Repaired 38 22 71 73 Meters Replaced 99 133 241 121 New Meters Installed 35 39 33 140 Meters Tested 15 14 21 26 106 $ 7.03 $ 7.53 $126,490 $100,069 $135,470 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC WORKS DIVISION Water Department ACTUAL BUDGET ESTIMATED PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 Work Statistics cont'd 1997 1998 1999 2000 Frozen Water Services 0 0 0 1 Water Meters Read 24,084 24,084 24,084 24,600 Final Meter Readings 270 304 236 304 "Reread" Meter Readings 65 75 86 66 Shut -Off Notices for Delinquent Water Bills 335 359 375 193 Meters Sealed 125 182 266 175 Frozen Meters 1 2 10 4 TOTALS $3,121,424 $3,381,900 $3,275,487 $4,159,770 107 THIS IS A BLANK PAGE 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 c Cl G o� vc "e 2 �• v 1 1 1 1 1 1 1 1 1 I 1 1 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 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, 17 police related cars, 25 public works vehicles, and 34 various pieces of construction and maintenance related equipment. The equipment includes 17 snow plows, 2 backhoes, 2 farm tractors, 5 lawn mowers, 6 chain saws, 1 self - propelled paint striper, 2 snow blowers, 1 sidewalk plow, 3 generators, 2 front -end loaders, 6 water pumps, 2 air compressors, 4 salt spreaders, 5 leaf machines, and 1 street sweeper. 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, reviewing 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 2000 -2001: Supervised the bidding and purchase Supervised the bidding and purchase Supervised the bidding and purchase Supervised the bidding and purchase Supervised the bidding and purchase breaker of of of of of two one Dne one one 2000 one ton dump trucks 2000 five ton dump truck ?000 3/4 ton pick up truck 2000 salt spreader 2000 backhoe concrete Supervised the bidding and purchase of two 2001 leaf vacuum machines ' 108 GARAGE DEPARTMENT DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Intragovernmental Revenues REVENUE: Administration Police Street Sewer Water Refuse Parking Lots Emergency Services Motor Vehicle Pool Miscellaneous TOTAL REVENUE TOTAL EXPENDITURES NET CHANGE Departmental Summary is on Page 111 109 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED $ 4,313 $ 3,000 $ 3,000 $ 3,000 25,827 25,000 23,000 25,000 100,858 100,000 120,000 110,000 36,491 31,000 31,000 32,000 27,234 28,000 28,000 28,000 18,475 22,000 22,000 22,000 400 2,000 2,000 2,000 1,695 500 500 500 10,000 10,000 10,000 10,000 3,899 4,000 5,499 4,000 $ 229,193 $ 225,500 $ 244,998 $ 236,500 $ 220,271 $ 239,760 $ 257,829 $ 247,16.0 $ 8,922 $ (14,260)$ (12,831)$ (10,660) _J GARAGE DEPARTMENT 'DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED 'Intragovernmental Revenues ' REVENUE: ' Administration Police ' Street Sewer ' Water ' Refuse . Parking Lots ' Emergency Services Motor Vehicle Pool ' Miscellaneous TOTAL REVENUE ' TOTAL EXPENDITURES ' NET CHANGE 1 t Departmental Summary is on Page 111 2002 -03 2003 -04 PROJECTED PROJECTED $ 3,000 $ 3,000 25,000 25,000 110,000 110,000 32,000 32,000 28,000 28,000 22,000 221000 2,000 2,000 500 500 10,0.00 10,000 4,000 4,000 $ 236,500 $ 236,500 $ 253,570 $ 259,540 $ (17,070)$ (23,040) 110 EXPENDITURES DIVISION Public Works DEPARTMENT FUNDING SOURCE Garage Intragovernmental SUMMARY Revenues ACCOUNT NUMBER AND CLASSIFICATION ACTUAL 1999 -00 BUDGET 2000 -01 ESTIMATE 2000 -01 PROPOSED 2001 -02 5111 Salaries $ 127,123 $ 124,150 $ 124,890 $ 128,800 5113 Overtime 8,468 8,570 12,100 8,900 5115 Benefits 19,030 23,940 20,890 24,510 5116 Apparel 719 800 920 1,000 5211 Repairs & Maintenance 1,459 5,000 5,000 5,000 5212 Travel, Training, etc. 75 400 10 400 5213 Printing and Advertising 0 400 400 400 5214 Communications 589 1,000 1,020 1,500 5216 Utility Services 1,461 1;500 1,510 1,600 5218 Miscellaneous 463 300 210 400 5315 Insurance 3,802 7,350 4,610 7,350 5412 Supplies 49,371 551,100 75,020 60,100 5419 Petroleum Products 504 500 710 700 5428 Materials 0 200 200 200 5431 Small Tools & Equipment 2,143 2,500 2,500 2,500 6111 Equipment 3,065 6,050 5,840 1,800 7317 Vehicle +Equip Replacement 2,000 2,000 2,000 2,000 TOTAL $ 220,271 $ 239,760 $ 257,829 $ 247,160 Per Capita Cost $13.32 $13.73 111 ' FUNDING SOURCE Intragovernmental Revenues ' BUDGET CATEGORIES Personal Services ' 5111,5113 Other Services '5211, 5214,5216 Contractual ' 5115,5315 Commodities ' 5116,5212,5213,5419,5424 5428,5431,5434 Capital Outlay ' 6111,7317 TOTALS 1 PUBLIC WORKS DIVISION DEPARTMENT SUMMARY.OF EXPENDITURES Garage BY CATEGORY 2001 -02 1999 -00 2000 -01 2000 -01 2001 -02 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER /UNDER 2000 -01 BUDGET $ 135,591 $ 132,720 $ 136,990 $ 137,700 $ 4,980 3,509 7,500 7,530 8,100 600 22,832 31,290 25,500 31,860 570 53,275 60,200 79,969 65,700 5,500 5,065 8,050 7,840 3,800 (4,250) $ 220,271 $ 239,760 $ 257,829 $ 247,160.$ 7,400 112 PUBLIC WORKS DIVISION FUNDING SOURCE DEPARTMENT Intragovernmental SUMMARY OF EXPENDITURES Garage Revenues BY CATEGORY PROJECTED 2002 -03 2003 -04 BUDGET CATEGORY PROJECTED PROJECTED Personal Services 5111,5113 Other Services 5211,5214,5216 Contractual 5115,5315 Commodities 5116,5212,5213,5419,5424 5428,5431,5434 Capital Outlay 6111,7317 TOTALS 113 $ 141,570 $ 145,550 7,600 7,600 33,700 35,690 65,700 65,700 5,000 5,000 $ 253,570 $ 259,540 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC WORKS DIVISION Garage Department Budget Analysis 2001 - 2002 PROPOSED BUDGET $247,160 2000 - 2001 BUDGET 239,760 INCREASE $ 7,400 PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime) Annual Salary Adjustments $ 4,650 Increase in Overtime 330 CHANGES IN PERSONAL SERVICES $ 4,980 OTHER SERVICES: (5211 -- Repairs & Maintenance; 5214- - Communications; 5216 -- Utility Services) Increase in Communications -2 Way Radios $ 500 Miscellaneous Increases 100 CHANGES IN OTHER SERVICES $ 600 CONTRACTUAL SERVICES: (5115 -- Benefits; 5315- - Insurance; 5316 -- Professional; 5317 -- Contractual) Increase in Medical and Dental Insurance $ 570 CHANGES IN CONTRACTUAL SERVICES $ 570 COMMODITIES: (5116 -- Apparel; 5212 -- Travel, Training, etc.; 5213 -- Printing & Advertising; 5419 -- Petroleum Products; 5218 -- Miscellaneous; 5428- - Materials; 5431 - -Small Tools & Equipment; 5412 -- Supplies) Increase in Cost - Supplies $ 5,000 Increase for Apparel Allowance 200 Miscellaneous Increases 300 CHANGES IN COMMODITIES $ 5,500 CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 7317 -- Vehicle & Equipment Replacement) Decrease in Equipment, See Appendix C -4 $(4,250) CHANGES IN CAPITAL OUTLAY $(4,250) TOTAL INCREASE $ 7,400 114 THIS IS A BLANK PAGE 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 2 v at c� vv yr c z v 1 1 1 1 1 1 1 1 1 1 1 1 G 1 1 1 1 1 1 1 1 1 REFUSE FUND GENERAL SERVICES The General Services Function of the Refuse Fund is used to account for the costs associated with refuse collection, recycling services and a yard waste composting program. Refuse collection is provided residences through a contract with a private scavenger. The Village coordinates this service, offered once or twice each week. Deerfield's successful curbside recycling collection began for single family homes in September of 1989. Each home is supplied with one or two 14 or 18 gallon containers to be set at the curb once each week. Materials collected include newspapers, magazines, cardboard, chipboard, glass containers, aluminum and tin cans, and plastic containers. On July 1, 1990, the Village also began a recycling program for yard waste. From April 1st to December 15th, this program provides for the weekly collection of grass and leaves in special paper bags available from local merchants. LEAF REMOVAL ' Starting with the 1990 fall season, the Village has provided an expanded leaf collection program. Each home receives four weekly collections during late October and through November. The Village's scavenger contract provides for the compaction and transportation of leaves at no ' additional cost to the resident. The Village uses three dump trucks, four leaf vacuum machines and street sweepers as needed. The regular scavenger service also picks up leaves on a bagged only basis. ' Work Statistics 1997 1998 1999 2000 Leaf Removal (Cubic Yards) 12,429 8,715 10,460 9,680 IGOALS AND'OBJECTIVES The provision of efficient and environmentally sound collection and ' disposal of residential refuse and recyclable materials is the guiding objective for this activity. Through Village coordination, residents benefit from the economy of scale and increased accountability. ' For the 2001 -02 fiscal year, efforts will focus on the following: working with the scavenger contractor in identifying new recycling markets. ' Identifying ways to include the multi- family, commercial, and industrial sections of the community in the recycling process. ' Promoting reduced waste generation and increased recycling through enhanced marketing of the program. Increasing awareness of recycling opportunities for the commercial ' sector. 1 1 115 REFUSE FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Refuse Fund REVENUE: Property Tax Levy Refuse Billing Interest Earnings Recycling Revenue Penalties Miscellaneous TOTAL REVENUE TOTAL EXPENDITURES NET CHANGE Departmental Summary is on Page 118 116 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED $ 770,259 $ 755,000 $ 755,000 $ . 755,000 328,056 330,000 330,000 330,000 23,348 24;000 24,500 20,000 35,315 35,000 40,000 35,000 3,964 4,000 4,000 4,000 16,904 17,000 14,770 17,000 $ 1,177,847 $ 1,165,000 $ 1,168,269 $ 1,161,000 $ 1,135,443 $ 1,206,990 $ 1,158,888 $ 1,372,630 $ 42,404 $ (41,990)$ 9,381 $ (211,630) REFUSE FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED ' Refuse Fund ' 2002 -03 2003 -04 PROJECTED PROJECTED ' REVENUE: Property Tax Levy $ 755,000 $ 755,000 ' Refuse Billing 330,000 330,000 ' Interest Earnings 20,000 20,000 Recycling Revenue Y g 35,000 35,000 ' Penalties 4,000 41000 Miscellaneous 17,000 17,000 1 TOTAL REVENUE ' TOTAL.EXPENDITURES ' NET CFMGE ' Departmental Summary is on Page 118 1 1 $ 1,161,000 $ 1,161,000 $ 1,420,610 $ 1,473,850 $ (259,610)$ (312,850) 117 FUNDING SOURCE Refuse Fund ACCOUNT NUMBER AND CLASSIFICATION 5111 Salaries 5113 Overtime 5115 Benefits 5211 Repairs & Maintenance 5214 Communications 5218 Miscellaneous 5221 Occupancy 5231 MV Maintenance 5315 Insurance 5317 Contractual 5412 Supplies 5419 Petroleum Products 7232 Other Charges 7317 Vehicle +Equip Replacement 0010 .1110 Per Capita Cost 118 EXPENDITURES DEPARTMENT Refuse SUMMARY ACTUAL BUDGET ESTIMATE PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 $ 39,317 $ 50,160 $ 40,950 $ 52,040 8,102 14,630 6,130 15,140 5,949 7,300 5,019 7,690 12,437 22,000 8,110 22,000 2,205 2,000 2,000 2,000 500 500 500 0 20,000 20,000 20,000 20,000 6,039 5,000 10,330 8,000 1,587 2,400 1,890 2,500 1,007,772 1,050,000 1,031,530 1,210,160 0 200 0 200 1,036 1,800 1,430 1,900 17,500 17,000 17,000 17,000 13,000 14,000 14,000 14,000 $1,135,443 $1,206,990 $1,158,888 $1,372,630 $67.05 $76.25 . 1 ' FUNDING SOURCE Refuse Fund 1 ' BUDGET CATEGORIES REFUSE FUND DEPARTMENT SUMMARY OF EXPENDITURES Refuse BY CATEGORY 2001 -02 1999 -00 2000 -01 2000 -01 2001 -02 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER /UNDER 2000 -01 BUDGET Personal Services $ 47,419 $ 64,790 $ 47,080 $ 67,180 $ 2,390 ' 5111,5113 ' Other Services 5211,.5214,5231 Contractual 5315,5317,5115 Commodities ' 5213,5221,5424,5419,5434 20,680 29,000 20,440 32,000 1,015,308 1,059,700 1,038,439 1,220,350 21,536 22,500 21,930 22,100 3,000 160,650 (400) Capital Outlay 30,500 31,000 31,000 31,000 0 7232.,7317 TOTALS $1,135,443 $1,206,990 $1,158,888 $1,372,630 $ 165,640 1 1 1 119 REFUSE FUND FUNDING SOURCE DEPARTMENT Refuse Funa SUMMARY OF EXPENDITURES Refuse BY CATEGORY PROJECTED 2002 -03 2003 -04 BUDGET.CATEGORY PROJECTED PROJECTED Personal Services 5111,5113 Other Services 5211,5214,5231 Contractual 5315,5317,5115 Commodities 5213,5221,5424,5419,5434 Capital Outlay 7232,7317 TOTALS 120 $ 68,740 $ 70,350 33,000 34,000 1,260,770 1,311,400 27,100 27.,100 31,000 31;000 $1,420,610 $1,473,850 1 ' The Goals and Objectives for the 2001 -02 fiscal year are to: Verify and enforce proper fee payment or permit display each weekday, excluding holidays, throughout the year. Maximize use of permit spaces through overselling permits by 359.. Increase use of Deerfield -only, daily -fee spaces through promotion ' and public education. Clear snow and ice, and maintain parking and walkway pavement in good condition. ' Provide adequate lighting and landscaping to keep lots secure and attractive.. t Support capital or other major expenses required for maintenance at the Deerfield Road train station. Accomplishments during 2000 -01 ' Collected fees and verified parking permits daily. Cleared parking and sidewalk pavements of snow and ice. ' Maintained lighting and landscaping. Improved sight line at Hazel Avenue railroad crossing. 1 121 PARKING LOTS ' The Parkin Parking Lot Section consists of expenditures P for the maintenance and operation of the commuter parking lots. They are broken down into lots constructed with exclusively Village funds and lots constructed with ' Village and Federal funds. The nine commuter parking lots are described as follows: NUMBER LOCATION SPACES CONSTRUCTION FUNDING Lot 1 Chestnut, North of Train ' Station Drive 78 Village Lot 2 Park Avenue (East Side) 34 Village Lot 3 Robert York Avenue - on ' Street Parking 14 Village Lot 4 Deerfield & Park Avenue 85 Village ' Lot 5 Sunset & Elm 91 Village and Federal Lot 6 Around Railroad Station 186 Village and Federal ' Lot 7 Park Avenue (West Side) 78 Village and Federal Lot 8 Elm Street (South of Osterman) 44 Village ' Lot 9 Elm Street (North of Osterman) 65 Village ' The Goals and Objectives for the 2001 -02 fiscal year are to: Verify and enforce proper fee payment or permit display each weekday, excluding holidays, throughout the year. Maximize use of permit spaces through overselling permits by 359.. Increase use of Deerfield -only, daily -fee spaces through promotion ' and public education. Clear snow and ice, and maintain parking and walkway pavement in good condition. ' Provide adequate lighting and landscaping to keep lots secure and attractive.. t Support capital or other major expenses required for maintenance at the Deerfield Road train station. Accomplishments during 2000 -01 ' Collected fees and verified parking permits daily. Cleared parking and sidewalk pavements of snow and ice. ' Maintained lighting and landscaping. Improved sight line at Hazel Avenue railroad crossing. 1 121 PARKING LOTS SUMMARY SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Parking Lots Fund 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED REVENUE Collections $ 160,286 $ 159,000 $ 160,000 $ 162,000 Interest Earnings 30,454 26,000 30,001 30,000 TOTAL REVENUES $ 190,740 $ 185,000 $ 190,001 $ 192,000 Transfer to Street Fd (120,000) (125,000) (125,000) (125,000) Transfer to Infrastructure Fd 0 0 (53,024) 0 TOTAL REVENUES AND TRANSFERS $ 70,740 $ 60,000 $ 11,977 $ 67,000 EXPENDITURES: Salaries 19,829 21,740 20,100 22,540 Benefits 3,075 3,520 3,211 3,720 Insurance 581 1,000 881 1,000 Utility Services 8,149 8,600 7,710 9,200 Repairs and Maintenance 400 2,500 900 2,500 Property Rentals 7,440 7,500 7,500 7,500 supplies 884 700 20 700 Miscellaneous 0 200 0 200 Aggregates 300 300 0 300 Materials 3,534 4,500 4,750 8,000 Contractual 23,302 24,000 24,530 26,000 Equipment 563 3,000 1,500 .3,000 Depreciation (35,381) 0 0 0 TOTAL EXPENDITURES $ 32,674 $ 77,560 $ 71,102 $ 84,660 NET CHANGE $ 38,065 $ (17,560)$ (59,125)$ (17,660) 122 PARKING LOTS SUMMARY ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED ' Parking Lots Fund ' REVENUE Collections ' Interest Earnings TOTAL REVENUES ' Transfer to Street Fd Transfer to Infrastructure Fd ' TOTAL REVENUES AND TRANSFERS EXPENDITURES: Salaries Benefits ' Insurance Utility Services Repairs and Maintenance Property Rentals ' Supplies Miscellaneous Aggregates ' Materials Contractual Equipment Depreciation ' TOTAL EXPENDITURES NET CHANGE 2002 -03 2003 -04 PROJECTED PROJECTED $ 162,000 $ 162,000 30,000 30,000 $ 192,000 $ 192,000 (125,000) (127,500) $ 67,000 $ 64,500 23,210 23,910 3,990 4,280 1,000 1,000 9,200 9,200 2,500 2,500 7,500 7,500 700 700 200 200 300 300 8,000 8,000 26,000 26,000 3,000 3,000. $ 85,600 $ 86,590 $ (18,600)$ (22,090) 123 PARKING LOTS FUND FUNDING SOURCE DEPARTMENT Parking Lots Fund SUMMARY OF EXPENDITURES Parking Lots BY CATEGORY 124 2001 -02 1999 -00 2000 -01 2000 -01 2001 -02 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER /UNDER 2000 -01 BUDGET CATEGORIES BUDGET Personal Services $ 19,829 $ 21,740 $ 20,100 $ 22,540 $ 800 5111,5113 Other Services 15,989 18,600 16,110 19,200 600 5211,5216 Contractual 26,957 28,520 28,622 30,720 2,200 5115,5315,5317 Commodities 4,717 5,700 4,770 9,200 3,500 5427,5428,5434,5424 Capital Outlay 34( ,818) 3,000 1,500 3,000 0 6111,7316,7317 TOTALS $ 32,674 $ 77,560 $ 71,102 $ 84,660 $ 7,100 124 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 FUNDING SOURCE Parking Lots Fund BUDGET CATEGORY Personal Services 5111,5113 Other Services 5211,5216 Contractual 5115,5315,5317 Commodities 5427,5428,5434,5424 Capital Outlay 6111,7316,7317 TOTALS PARKING LOTS FUND SUMMARY OF EXPENDITURES BY CATEGORY. PROJECTED 2002 -03 2003 -04 PROJECTED PROJECTED $ 23,210 $ 23,910 19,200 19,200 30,990 31,280 9,200 9,200 3,000 3,000 $ 85,600 $ 86,590 DEPARTMENT Parking Lots 125 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 special 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 8.56% of salary. 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. FUNDING PROGRESSION Based on the Actuarial Accrued Liability (AAL): Actuarial Valuation Date Police Pension Fund Illinois Municipal Retirement Fund 1992 N/A 66.7 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 126.40 98.91 126 1 POLICE PENSION FUND ISOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED ' Police Pension Fund ' REVENUE: Property Tax Levy ' Payroll Deduction ' Replacement Tax Interest Earnings ' Miscellaneous TOTAL REVENUE ' EXPENDITURES: ' Pensions Separation Refunds ' Professional Services Miscellaneous ' TOTAL EXPENDITURES ' NET CHANGE 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED $ 303,866 $ 2,459 9,525 1,459,535 0 $ 1,775,384 $ 340,000 $ 340,000 $ 375,000 220,000 220,000 235,000 9,000 10,000 10,000 1,450,000 1,350,000 1,500,000 0 32,000 0 2,019,000 $ 1,952,000 $ 2,120,000 513,988 584,200 597,510 668,000 0 25,000 31,210 30,000 0 0 2,144 11,000 4,093 12,000 3,340 2;000 $ 518,081 $ 621,200 $ 634,204 $ 711,000 $ 1,257,303 $ 1,397,800 $ 1,317,796 $ 1,409,000 127 POLICE PENSION FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Police Pension Fund 2002 -03 2003 -04 PROJECTED PROJECTED REVENUE: Property Tax Levy $ 390,000 $ . 410,000 Payroll Deduction 250,000 270,000 Replacement Tax 10,000 10,000 Interest Earnings 1,600,000 1,700,000 Miscellaneous 0 0 TOTAL REVENUE $ 2,250,000 $ 2,390,000 EXPENDITURES: Pensions 687,950 709,000 Separation Refunds 30,000 30,000 Professional Services 11,000 11,000 Miscellaneous 2,000 2,000 TOTAL EXPENDITURES $ 730,950 $ 752,000 NET CHANGE $ 1,519,050 $ 1,638,000 128 FUNDING SOURCE ' IMRF Fund IMRF FUND SOURCES OF FUNDS AND EXPENDITURES ACTUAL AND PROPOSED ' REVENUE: Property Tax Levy - IMRF ' Property Tax Levy - FICA Replacement Tax 1 Interest Earnings g tTOTAL REVENUE EXPENDITURES: IMRF Village Contribution ' FICA Village Contribution FICA Library Contribution ' Medicare Village Contribution ' Medicare Library Contribution TOTAL EXPENDITURES ' NET CHANGE 1 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED $ 510,291 $ 490,000 $ 490,000 $ 490,000 419,428 400,000 400,000 400,000 12,123 11,000 12,000 12,000 78,354 60,000 85,000 65,000 11,843 13,000 13,000 14,000 $ 1,020,195 $ 961,000 $ 986,999 $ 967,000 416,254 500,000 410,000 500,000 214,132 235,000 230,000 250,000 49,366 58,000 54,000 59,000 53,558 58,000 56,000 61,000 11,843 13,000 13,000 14,000 $ 745,152 $ 864,000 $ 763,000 $ 884,000 $ 275,043 $ 97,000 $ 223,999 $ 83,000 129 IMRF FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED IMRF Fund REVENUE: Property Tax Levy - IMRF Property Tax Levy - FICA Replacement Tax Interest Earnings TOTAL REVENUE EXPENDITURES: IMRF Village Contribution FICA Village Contribution FICA Library Contribution Medicare Village Contribution Medicare Library Contribution TOTAL EXPENDITURES NET CHANGE 130 2002 -03 2003 -04 PROJECTED PROJECTED $ 490,000 $ 490,000 400,000 400,000 13,000 13,000 65,000 60,000 14,000 15,000 $ 968,000 $ 963,000 500,000 500,000 265,000 275,000 62,000 64,000 63,000 65,000 14,000 15,000 $ 904,000 $ 919,000 $ 64,000 $ 44,000 1 1 EMERGENCY SERVICES AND DISASTER AGENCY ' The Emergency Services and Disaster Agency supersedes the Civil Defense Agency and now basically relates to natural disasters caused by floods and tornadoes. The Agency also prepares a plan of action to be taken if ' man -made disasters occur such as train, aircraft and truck accidents where cargo involves potential danger to our Village residents. The Goals and objectives for the 2001 -2002 fiscal year are to: ' Coordinate emergency response plans with Police, Fire and other emergency services. t Revise existing emergency response plans as necessary to account for new or changing conditions. Provide sufficient funding to test and maintain emergency warning ' sirens and other communication equipment. 0 1 1 1 1 1 1 1 1 1 1 1 131 EMERGENCY SERVICES FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Emergency Services Fd. 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED REVENUE: Miscellaneous TOTAL REVENUE EXPENDITURES: Repairs and Maintenance Travel, Training, etc. Communications Insurance Contractual Utility Services Motor Vehicle Maintenance Supplies Equipment TOTAL EXPENDITURES NET CHANGE 132 $ 0$ 0$ 0$ 0 $ 0 $ 0 $ 0 $ 0 238 0 0 0 150 250 0 250 1,615 1,800 2,000 2,000 442 600 700 600 1,419 2,000 2,000 2,000 820 800 900 1,000 1,695 1",000 1,000 1,000 1,098 500, 500 500 2,025 1,000 8,500 1,000 $ 9,502 $ 7,950 $ 15,600 $ 8,350 $ (9,502)$ (7,950)$ (15,600)$ (8,350) 1 EMERGENCY SERVICES FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED tEmergency Services Fd. ' REVENUE: Miscellaneous ' TOTAL REVENUE EXPENDITURES: ' Repairs and Maintenance Travel, Training, etc. ' Communications Insurance Contractual ' Utility Services Motor Vehicle Maintenance Supplies ' Equipment TOTAL MXPENDITURES ' NET CHANGE 1 2002 -03 2003 -04 PROJECTED PROJECTED $ 0 $ 0 $ 0 $ 0 0 0 250 250 2,000 2,000 600 600 2,000 2,000 1,000 1,000 1,000 1,000 500 500 1,000 1,000 $ 8,350 $ 8,350 $ (8,350)$ (8,350) 133 1 1 ENHANCED 9 -1 -1 FUND To rovide Village residents with immediate access to emergency ' P g services - -Fire, Police, or Ambulance - -by dialing 9 -1 -1. This program was begun during the 1989 -90 fiscal year with actual implementation occurring ' during the 1990 -91 fiscal year. By referendum the citizens of Deerfield agreed to pay a $.50 per month per telephone line surcharge to have the Enhanced 9 -1 -1 Program. This surcharge is among the lowest in Illinois. Accomplishments during 2000 -2001: 1 The Deerfield 9 -1 -1 Telecommunications Center handled over 700 emergency medical calls. The Emergency Medical Dispatch program was responsible for ' several lifesaving actions. The'9 -1 -1 Center now accepts cellular 9 -1 -1 from Ameritech, Cellular 1 and Prime Cc customers. The Telecommunications Center has received as many as 1,000 cellular 9 -1 -1 calls per month. 1 1 1 1 1 1 1 1 1 1 1 134 1 ENHANCED 911 FUND ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED ' Enhanced 911 Fund ' 1999 -00 ACTUAL 2000 -01 BUDGET 2000 -01 ESTIMATE 2001 -02 PROPOSED ' REVENUE: Telephone Surcharge $ 118,885 $ 125,000 $ 102,530 $ 125,000 Interest Earnings 10,152 7,000 12,600 12,000 ' Intergovernmental 15,096 16,000 16,070 16,600 ' TOTAL REVENUE $ 144,133 $ 148,000 $ 131,200 $ 153,600 EXPENDITURES: ' Repairs and Maintenance 2,285 4,000 1,680 4,000 Communication Telephone 3,326 10,000 4,160 7,500 Contractual 104,894 111,700 99,180 113,700 EMD Training 0 2,000 1,920 2,000 ' Equipment 19,587 38,000 37,780 38,000 TOTAL EXPENSE $ 130,092 $ 165,700 $ 144,720 $ 165,200 ' NET CHANGE $ 14,041 $ (17,700)$ (13,520)$ (11,600) ' 135 ENHANCED 911 FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Enhanced 911 Fund REVENUE: Telephone Surcharge Interest Earnings Intergovernmental TOTAL REVENUE EXPENDITURES: Repairs and Maintenance Communication Telephone Contractual EMD Training Equipment TOTAL EXPENSE NET CHANGE 136 2002 -03 2003 -04 PROJECTED PROJECTED $ 128,750 $ 132,610 12,000 12,000 17,100 17,610 2,060 2,120 $ 157,850 $ 162,220 4,120 4,250 7,730 7,960 117,260 120,790 2,060 2,120 39,140 40,310 $ 170,310 $ 175,430 $ (12,460)$ (13,210) 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. ' Refunding Corporate Purpose 1993. This $9,995,000 bond issue was a refunding of the 1986 and 1988 bond issues. This issue has an eleven year life which corresponds with the issues being refunded The issue provides a present value saving of $636,106.52 and a dollar savings of ' approximately $70,000 per year. General Obligation Bonds, Series 1997. This $5,000,000 bond issue was authorized for the purpose of financing the improvement of the water ' supply and distribution system of the Village. While this is a General Obligation Bond Issue, it is the intent of the Village Board to utilize water revenues to repay the debt. The Village anticipates abating the preset tax levy annually. ' 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 will be repaid from TIF 2 funds. 1 1 1 1 1 1 1 137 DEBT SERVICE FUND SOURCES.OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Debt Service Fund REVENUE: Property Tax Levy Receipts from Other Funds Replacement Tax Taxes TIF Surplus Interest Earned Transfer from General TOTAL REVENUE EXPENDITURES: Bond Principal and Interest Miscellaneous TOTAL EXPENDITURES NET CHANGE 138 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED $ 644,219 $ 442,495 $ 442,495 $ 319,000 728,250 2,196,750 2,196,750 2,133,150 84,372 80,000 85,000 85,000 206,291 200,000 200,000 205,000 98,031 142,000 210,000 150,000 600,000 0 500,000 0 $ 2,361,164 $ 3,061,245 $ 3,634,245 $ 2,892,750 2,034,923 3,511,245 3,511,245 3,454,285 2,609 4,300 2,550 5,000 $ 2,037,532 $ 3,515,545 $ 3,513,795 $ 3,459,285 $ 323,632 $ (454,300)$ 120,450 $ (566,535) 1 DEBT SERVICE FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED ' Debt Service Fund IREVENUE: Property Tax Levy ' Receipts from Other Funds Replacement Tax Taxes TIF Surplus Interest Earned ' Transfer from General TOTAL REVENUE ' EXPENDITURES: Bond Principal and Interest ' Miscellaneous TOTAL EXPENDITURES ' NET CHANGE 2002 -03 2003 -04 PROJECTED PROJECTED $ 232,000 $ 262,000 2,070,375 2,006,250 85,000 85,000 205,000 205,000 116,000 77,000 $ 2,708,375 $ 2,635,250 3,364,320 2,987,955 5,000 5,000 $ 3,369,320 $ 2,992,955 $ (660,945)$ (357,705) 139 MOTOR FUEL TAX FUND The motor fuel tax is collected by the State of Illinois and is a flat 19 cents per gallon after January 1, 1990. The tax is then apportioned in accordance with a rather complex formula; after certain deductions, 32 percent of the remaining motor fuel tax is allocated to the municipalities of the State on a per capita basis. In addition, 29.1- of the State's portion of sales tax collections are distributed to the Village. Motor fuel tax funds will continue to be utilized according to State regulations for the following purposes: Street construction, maintenance or reconstruction to improve traffic capacity. Bridge repair /reconstruction. Installation of traffic signs, signals, and controls. Sidewalk repair and replacement. The public benefit share of new street improvements when certain criteria are met in connection with a special assessment project. In the 2001 -02 fiscal year the following protects will be undertaken: Street maintenance which includes: Snow and ice control Inlet reconstruction Concrete street repair Weed control Pothole patching Crack filling Traffic signal maintenance Pavement marking Complete construction of the traffic signal installation and roadway improvement at the intersection of Waukegan Road and North Avenue. Accomplishments during 2000 -2001: Repaired 30 street inlets and did PCC concrete patching throughout the Village. Contributed to the maintenance of streets. Completed all construction for the rehabilitation of the Deerfield Road Bridge over the Middle Fork. Awarded the construction for permanent traffic signal installation and roadway improvements at the intersection of Waukegan Road and North Avenue. 140 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 MOTOR FUEL TAX FUND Source and Application of Funds Beginning Balance Interest Transfers Motor Fuel Tax Allotments FUNDS AVAILABLE FOR YEAR MFT PROJECTS: MFT Street Maintenance Program* 1. Street Resurfacing and Renovation Program ** a. Concrete Patching b. Inlet Reconstruction 2. Rehabilitation - Bridges * * ** 3. Traffic Signals * ** SUBTOTAL TOTAL EXPENDITURES FOR YEAR YEAR END BALANCE 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED $ 666,991 $ 693,991 $ 690,895 $ 757,395 34,878 40,000 45,000 45,000 489,252 450,000 575,000 600,000 $1,191,121 $1,183,991 $1,310,895 $1,402,395 $ 250,226 $ 260,000 $ 260,000 $ 270,000 129,983 30,798 33,849 55,370 150,000 157,120 190,000 35,000 31,880 25,000 75,600 91,000 0 174,000 13,500 168,250 $ 250,000 $ 434,600 $ 293,500 $ 383,250 $ 500,226 $ 694,600 $ 553,500 $ 653,250 $ 690,895 $ 489,391 $ 757,395 $ 749,145 Capital Projects Budget, Page 151 *Capital Project Item 2 * *Capital Project Item 3 ** *Capital Project Item 6 * ** *Project Completed 2000 -01 141 MOTOR FUEL TAX FUND Source and Application of Funds Beginning Balance Interest Transfers Motor Fuel Tax Allotments FUNDS AVAILABLE FOR YEAR MFT PROJECTS: MFT Street Maintenance Program* 1. Street Resurfacing and Renovation Program ** a. Concrete Patching b. Inlet Reconstruction 2. Rehabilitation - Bridges * * ** 3. Traffic Signals * ** SUBTOTAL TOTAL EXPENDITURES 2002 -03 PROJECTED $ 749,145 45,000 625,000 2003 -04 PROJECTED $ 910,145 45,000 650,000 $1,419,145 $1,605,145 $ 275,000 $ 280,000 210,000 24,000 0 0 $ 234,000 FOR YEAR $ 509,000 YEAR END BALANCE $ 910,145 Capital Projects Budget, Page 151 *Capital Project Item 2 * *Capital Project Item 3 ** *Capital Project Item 6 * ** *Project Completed 2000 -01 142 230,000 23,000 0 0 $ 253,000 $ 533,000 $1,072,145 1 1 IINFRASTRUCTURE REPLACEMENT FUND This fund was established in September, 1989 for the purpose of maintaining, repairing and renovating the capital assets of the Village. ' The sources of revenue for this fund are the State Income Tax Surcharge, Residual Equity Transfers, and Interest Earnings. 1 1 1 1 1 1 1 1 1 1 1 1 The Sidewalk /Curb Program is accounted for in this fund. Sidewalks /Curbs are "public sidewalks and curbs" in front of a private property which need to be replaced. Safety sidewalks are also accounted for in this fund. Safety sidewalks are those near schools, parks, and other publicly owned property. In the 2001 -02 fiscal year, the following proiects will be undertaken: The Sidewalk /Curb Program The Street Rehabilitation project will include 0.7 miles of streets in poor condition. This fund will finance the study and design of the Deerfield Road pavement rehabilitation from the underpass to Castlewood Road. Achievements for the 2000 -2001 fiscal year included the completion of the: Sidewalk /Curb Program 2000 Street Rehabilitation Program Installation of a wrought iron fence along the south property line of the cemetery. 1 143 INFRASTRUCTURE REPLACEMENT FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Infrastructure Replacement Fd. 1999 -00 2000 -01 2000 -01 2001 -02 ACTUAL BUDGET ESTIMATE PROPOSED REVENUE: Interest Earnings Sidewalk /Curb Program Surplus Transfer TIF Transfer from General Fd Transfer from Parking Lot Fd Miscellaneous Revenue TOTAL REVENUE Beginning Cash Balance FUNDS AVAILABLE FOR YEAR EXPENDITURES Professional ** Sidewalk /Curb Program* Contractual ** TOTAL EXPENDITURES BALANCE Equity Transfer BALANCE (before Equity Transfer) $ 48,883 $ 36,000 $ 55,000 $ 37,600 22,254 30,000 3,000 0 195,909 200,000 200,000 200,000 400,000 200,000 300,000 300,000 0 0 53,025 0 0 38,000 38,000 0 $ 667,046 $ 504,000 $ 649,025 $ 537,600 1,377,254 1,162,755 1,118,562 949,056 $ 2,044,300 $ 1,666,755 $ 1,767,587 $ 1,486,656 118,626 68,000 .118,169 178,000 105,198 115,000 201,051 250,000 701,915 539,000 499,311 600,000 $ 925,739 $ 722,000 $ 818,532 $ 1,028,000 $ 1,118,561 $ 944,755 $ 949,055 $ 458,656 $ 0 $ 0 $ 0 $ 5,000,000 $ 1,118,561 $ 944,755 $ 949,055 $ 458,656 * See Capital Projects Page 151 Project Number 1 ** See Capital Projects Page 151 Project Numbers 4,7 and 8 144 INFRASTRUCTURE REPLACEMENT FUND ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED 'Infrastructure Replacement Fd. ' 2002 -03 2003 -04 PROJECTED PROJECTED ' REVENUE: Interest Earnings $ 18,400 $ 0 ' Sidewalk /Curb Program 0 0 Surplus Transfer TIF 200,000 200,000 Transfer from General Fd 300,000 300,000 Transfer from Parking Lot Fd 0 0 Miscellaneous Revenue 0 0 ' TOTAL REVENUE $ 518,400 $ 500,000 . Beginning Cash Balance 458,656 (362,044) ' FUNDS AVAILABLE FOR YEAR $ 977,056 $ 137,956 EXPENDITURES 1 ** Professional 165,000 150,000 Sidewalk /Curb Program* 250,000 250,000 ' Contractual ** 924,100 750,000 TOTAL EXPENDITURES $ 1,339,100 $ 1,150,000 ' BALANCE $ (362,044)$(1,012,044) Equity Transfer $ 0 $ 0 ' BALANCE $ (362,044)$(1,012,044) (before Equity Transfer) 1 1 ' * See Capital Projects Page 151 Project Number 1 ** See Capital Projects Page 151 Project Numbers 4,7 and 8 1 ' 145 VEHICLE AND EQUIPMENT REPLACEMENT FUND The purpose of this fund is to amortize the replacement cost of certain Village equipment over its useful life. For the purpose of this fund,. capital equipment for replacement is defined as any vehicle or large regularly replaced equipment item having a useful life of more than one year and having a value of $5,000 or more at. the time of purchase. The Goals and Objectives for the 2001 -2002 fiscal year are to: Maintain appropriate fund balances through contributions from operating funds and interest earnings. Provide sufficient funds to purchase equipment and vehicles scheduled for replacement during the coming fiscal year. Provide sufficient funds to coordinate the maintenance and repair of all vehicles and equipment included in the replacement schedule. This fund includes all vehicle and equipment replacement for all of the Village operating divisions. 146 ' ' VEHICLE SOURCES FUNDING SOURCE Intragovernmental Revenues & EQUIPMENT REPLACEMENT FUND OF FUNDS AND EXPENDITURES ACTUAL AND PROPOSED 1999 -00 2000 -01 2000 -01 2001 -02 ' ACTUAL BUDGET ESTIMATE PROPOSED ' REVENUE: Depreciation Charges: ' Administration $ 41,000 $ 41,000 $ 41,000 $ 41,000 Police 210,000 210,000 210,000 210,000 Street 100,000 100,000 100,000 100,000 Sewer 27,000 27,000 27,000 27,000 ' Sewerage Treatment Plant 6,000 6,000 6,000 6,000 Water 23,000 23,000 23,000 23,000 Garage 2,000 2,000 2,000 2,000 ' Refuse 13,000 13,000 13,000 13,000 Interest Earnings 82,176 70.,000 150,000 90,000 Transfer from General 0 0 100,000 0 Miscellaneous 0 15,000 15,000 15,000 TOTAL REVENUE $ 504,176 $ 507,000 $ 687,000 $ 527,000 ' Beginning Cash Balance 1,904,158 2,101,680 1,985,509 2,444,977 FUNDS AVAILABLE FOR YEAR $ 2,408,334 $ 2,608,680 $ 2,672,509 $ 2,971,977 ' EXPENDITURES: Equipment 135,340 352,800 70,382 183,500 ' Motor Vehicles 277,485 234,300 147,150 419,650 Repairs and Maintenance 10,000 10,000 10,000 10,000 ' Total Expenditures $ 422,825 $ 597,100 $ 227,532 $ 613,150 REMAINING CASH BALANCE $ 1,985,509 $ 2,011,580 $ 2,444,977 $ 2,358,827 1 1 1 1 1 ' 147 FUNDING SOURCE Intragovernmental Revenues VEHICLE & EQUIPMENT REPLACEMENT FUND - SOURCES OF FUNDS AND EXPENDITURES PROJECTED REVENUE: Depreciation Charges: Administration Police Street Sewer Sewerage Treatment Plant Water Garage Refuse Interest Earnings Transfer from General Miscellaneous TOTAL REVENUE Beginning Cash Balance FUNDS AVAILABLE FOR YEAR EXPENDITURES: Equipment Motor Vehicles Repairs and Maintenance Total Expenditures REMAINING CASH BALANCE 148 2002 -03 2003 -04 PROJECTED PROJECTED $ 41,000 $ 41;000 210,000 210,000 100,000 100,000 27,000 27,000 6,000 6,000 23,000 23,000 2,000 2,000 13,000 13,000 90,000 90,000 0 0 15,000 15,000 $ 527,000 $ 527,000 2,358,827 2,179,827 $ 2,885,827 $ 2,706,827 304,000 172,800 392,000 596,750 10,000 10,000 $ 706,000 $ 779,550 $ 2,179,827 $ 1,927,217 1 1 1 1 1 1 L 1 1 1 1 1 1 1 1 1 1 1 1 n b. •-3 r b 70 O n 1 J 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ' SUMMARY OF CAPITAL PROJECTS COMPLETED Fiscal Years 1996 -97 Through 2000 -01 During the last five years dramatic growth has occurred in the Village of Deerfield. Major commercial developments have been completed which required a substantial level of private capital investment. Likewise, the Village has provided a considerable level of capital investment to ensure the adequacy of public facilities and the infrastructure of the community. A total of $68,361,900 was spent on, capital projects during Fiscal Year 1996 -97 through 2000 -01, ' summarized below: 1. Street Rehabilitation - $7,427,000 (street resurfacing and reconstruction program involving ' approximately 1 1/2 miles of streets annually); I 2. Bridge Rehabilitation - $463,000 (consisting of repairs and renovations to Montgomery and Deerfield Rd.); 3. Motor Fuel Tax Street Maintenance - $1,945,000 (general street maintenance, sidewalk repair, inlet & concrete reconstruction, etc.); 4. Traffic Signal Installations, Modernization, & Coordination - $1,846,650 (Waukegan Rd., Deerfield Rd., Deerlake Rd, Lake Cook, and Birchwood); ' 5. Storm & Sanitary Sewer Projects - $1,282,100 (Phase III of the storm and sanitary sewer program including manhole reconstruction and sewer renovation in several sectors of the Village, improvements to sewage treatment plant); 6. Water System Projects - $12,6733,000 (including new waters stem water main replacement, and water main maintenance); ' 7. West Fork Channel - $273 000 ro'ect consisted of the West Fork Channel relocation and � J culvert improvement); ' 8. Village Center Redevelo ment - $36,615,450 (consisting of the Phase III streetscape, Pedestrian overpass and walkways at the train station, downtown train station modifications, Southwest, Southeast Quadrants & South Commons Redevelopment and improvements); 9. Miscellaneous Capital Projects - $5,836,700 (including 50150 sidewalk and curb replacement, parkway tree planting & trimming, public works storage yard improvements, infrastructure, village hall & annex window replacement, streetscape maintenance, underground storage tank, painting of water tower, reservoir improvement, underpass utility ' relocation, pedestrian improvements and van shuttle service to the Lake Cook Metra station). Total Capital Projects - $ 68,361,900 -------------- - - - - -- ' Of this total, $48,968,100 (7201o) of the funding was provided by outside sources (i.e.., developers, TIF districts, and other Governmental .Agencies). 1 149 1 PROJECTED CAPITAL PROJECTS EXPENDITURES ' Fiscal Years 2001 -02 to 2005 -06 During the next five years, street rehabilitation projects will comprise $10,434,500 of the ' total capital expenditure in fiscal years 2001 -02 through 2005 -06. Village streets currently identified for improvement include portions of Central Avenue, Rosemary Terrace, Brierhill Road, Greenwood Avenue, and Chestnut Street. ' Expenditures totaling $6,849,000 are anticipated to upgrade and improve the Village water supply system. This expenditure will provide for the Village's current and future projected ' water demands. Over the next two years, the Village will expend approximately $4,567,700 towards , redevelopment activities in the southwest quadrant, southeast quadrant and south commons of the Village's downtown area. The a gg re ate level of funding for ca p ital projects during the period fiscal years 2001 -02 to ' 2005 -06 is projected to be approximately $29,640,700. The total projected expenditures for capital projects can be categorized as follows: , 1) Street Projects - $10,434,500 35.2% 2) Sewer Projects - 949,000 3.2% ' 3) Sewage Treatment Plant - 1,301,000 4.4% 4) Water Projects - 6,849,000 23.1% 5) Village Center Redevelopment - 4,567,700 15.4% ' 6) Other Projects - 5,539,500 18.7% Total $29,640,700 100.0% ' 1 1 J 1 The items cited in this capital projects budget focus on long -term, ongoing activities which have no material , effect on the operating budget. 150 ' 1 1 1 1 ' o O O x W O co H U W 3 ' O Ix IL z O H U M F- I— 0 Z O U Z a m� O O Z O J F � -m t z U � C7 U Q .0 Z J 0 O LL Z ' O H U W n O t � a 1 151 aD o > _ _ o a 0- 0� m � C cm "0 o F' 70 M m o v LL C C 3 O C C O C C a) ° j C p LL O LL 7 7 p O 7 7 O p �aS LL LL LL —Q LL7 LL00 LLLLOh C C O C O C C o C U) L O N Ln a) a) a) U) N p 0 a) N to a) 0� in d o m m o m aa)i d � .°o_ aa)) aE) � aEi � aE) u I- u u u u U u- ° a) L 0 Z 0 0 0 0 0 m LL m m v 00 m m o m (v c U � N > o �_ a) 4 o N CD Q o O O O M N U) U) U) th X X X 0� m . 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N Eh 6) Cm E o! �(n m d y NQ 100 0'O Ca 0)6 N @ m0 0 m U �0 O d W °c_)�z m r- C W> x C O U m N cU mn a)'0 pww`wU y a` Oca m n v a) C� �x LY C O N N 0 U y 0. o 0 `] C 3 3 C '@ .N H V z C '7 a) J 7 E c L 0 m w O a) LL LL U •- 0 m o W U mU0 aai Z � �U NZ N o m �)m oLLC� pJ> ;[00 W m O` O a; N m U C U m N N a) O O Y N J Z O > C C N 3 N ## y d N a m U J U O a) (L U) - m a 7 a) m U a H H LLU JInU w Z N m 7 0 O S a) � m LL LLi� C� 2(n(n fnf �> IL 10 J _ = (0 N m N 00 M O r N CO V (n # V d V V d V V (n (n (n to 10 LL a� U N m m D > 0 o � .0 o Q) Z m U � N N N C N C m J U) C C J E V Y E O c 7 0 U nf-� c m U 0 IX 0 J i W c �o 06 -0 --0 rn cu 0 O Y E O a) ,c 0 0 H m 7 LLI 153 THIS IS A BLANK PAGE 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 7 C.� �Z r� �c 1 1 1 1 1 1 1 1 1 L 1 1 1 1 1 1 1 1 u 1 G I 1 1 1 1 1 1 1 1 DEERFIELD PUBLIC LIBRARY Component Unit - Village of Deerfield, Illinois (Not Included in Municipal Budget) SOURCES OF FUNDS AND EXPENDITURES ACCOUNT NUMBER AND CLASSIFICATION 5111 5114 5115 5211 5212 5213 5214 5216 5220 5224 5224 5224 5315 5316 5317 5320 5320 5320 5424 5434 6111 7316 Salaries -- Professional $ Salaries - -Non Professional Benefits Repairs, Maintenance of Building and Equipment, Building Supplies Education -- Travel, Dues, etc. Printing Communication Utilities Binding Periodicals Books Audio Visual Insurance Professional Services Contractual: BUDGET ESTIMATE BUDGET 2000 -01 2000 -01 2001 -02 420,000 $ 420,000 $ 415,000 481,000 481,000 545,000 76,000 76,000 97,000 54,000 54,000 45,000 12,000 12,000 12,500 14,000 14,000 14,000 10,000 10,000 11,500 1,500 1,500 1,500 5,000 5,000 4,000 42,500 42,500 42,000 165,000 165,000 165,000 25,000 25,000 20,000 23,500 23,500 23,500 8,500 8,500 8,500 Equip. Rental, Maintenance & Xerox 32,000 32,000 33,000 Special Library Programs 15,000 15,000 12,000 Data Base 3,000 3,000 0 Cataloging Service 0 0 10,000 Miscellaneous 1,000 1,000 1,000 Supplies (Library and Office) 27,000 27,000 30,000 New Equipment 25,000 25,000 20,000 Equipment Replacement 50,000 50,000 50,000 SUB TOTAL $1,491,000 $1,491,000 $1,560,500 Remodeling Project 95,000 95,000 103,000 Automation Project 65,000 65,000 68,500 TOTAL $1,651,000 $1,651,000 $1,732,000 SOURCE OF FUNDS Property Tax Levy $1,384,000 $1,384,000 $1,423,000 Personal Property Replacement Tax 16,000 16,000 16,000 Non - Resident Fees 25,000 25,000 25,000 Fees, Fines and Penalties 30,000 30,000 35,000 Gifts 1,000 1,000 1,000 Miscellaneous 1,000 1,000 1,000 Rebate JCPL 0 0 50,000 Xerox 6,000 6,000 5,000 Interest 60,000 60,000 90,000 Grants 21,000 21,000 21,000 Videos 12,000 12,000 12,000 Reserve for Repairs & Replacement plus Improvement SUB TOTAL Impact Fees TIF Surplus Transfer to TIF Reserve Transfer to Reserves -JCPL Rebate TOTAL 95,000 95,000 103,000 $1,651,000 $1,651,000 $1,782,000 10,000 0 0 140,000 140,000 140,000 (150,000) (140,000) (140,000) 0 0 (50, 000) $1,651,000 $1,651,000 $1,732,000 1 154 DEERFIELD PUBLIC LIBRARY Work Statistics * February, March, April Figures Estimated 155 1997 -98 1998 -99 1999 -00 2000 -01 CIRCULATION DEPARTMENT: Materials Circulated - Books 246,254 215,303 198,201 220,877 CDs, Tapes, Audio Tapes 29,774 32,615 34,297 37,586 Puzzles (Miscellaneous) 124 100 49 40 Interlibrary Loan 4,128 4,598 4,612 5,810 Video Tape Collection 61,465 56,715 60,544 63,771 Total Materials Circulated 341,745* 309,331* 297,703* 328,084* Overdue Notices Mailed 7,800* 8,840* 7,280* 6,400* Registered Borrowers 12,547 12,600 12,237 13,100 PROCESSING DEPARTMENT: Material Purchased and Received - Books 7,272 6,876 6,808 7,483 CD's, Tapes, Audio Tape 542 688 410 584 Miscellaneous 84 90 95 98 Video Cassettes 326 277 94 446 Total Materials Processed 8,224* 7,931* 7,407* 8,611* PROGRAMMING - ADULT AND CHILDREN'S DEPARTMENT: Adult Programs Sponsored or Conducted by Library Staff 51* 44* 48* 83* Children's Programs Sponsored or Conducted by Library Staff 76* 64* 69* 84* Meeting Room Use by Groups Outside the Library 56* 88* 83* 91* Adult Reference Inquiries 24,945* 19,744* 17,471* 17,900* Childrens Reference Inquires 16,192* 10,054* 8,177* 9,443* * February, March, April Figures Estimated 155 1 1 1 1 1 1 1 1 1 1 rl 1 1 1 1 a b n z v 1 1 1 1 1 1 1 1 1 1 1 I 1 0 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 APPENDIX A ADMINISTRATIVE DIVISION Equipment Request. 2001 - 2002 EQUIPMENT Budget Villaae Manager's Department Files $ 2,000 Various Computer Upgrades 2,000 Total $ 4,000 Finance Department Bar Code Reader $ 2,000 Various Computer Hardware and Software 5,000 Miscellaneous 11000 Total $ 8,000 Community Development Three Personal Computers (replacements) $ 3,600 Printer Upgrades 1,000 Total $ 4,600 Engineering Computer and Monitor $ 2,200 Autocad Software 700 Miscellaneous Software 500 Desk Chair 300 Measuring Wheel 150 Table 150 Total $ 4,000 GRAND TOTAL $20,600 156 APPENDIX B PUBLIC SAFETY DIVISION Police Department Equipment Request 2001 - 2002 EQUIPMENT Budget Nine In -Squad Cameras $34,060 Speed Board and Trailer 15,500 Six Personal Computers 20,000 Two Hand Held Radars 3,000 Network Printer 2,500 Ten Airbag Cut -Off Switches 2,190 Radar Interface /In- Squad.Cameras 1,750 Surveillance Camera and Transmitter 1,500 Copier /Printer Scanning System 1,000 Two Chairs 1,000 Mapping /Phone Book Software 500 Radar Antenna 500 Laser Fax 500 Monitor 500 TV /VCR 500 Drug Display Board 500 VCR 500 TOTAL $86,000 157 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 APPENDIX C -1 PUBLIC WORKS DIVISION Equipment Request Street Department 2001 - 2002 EQUIPMENT Budget Blacktop Trailer $20,000 Computer 1,800 3 Chain Saws,@ $300 each 900 Shelving 1,000 Lawn Mower 800 TOTAL $24,500 158 APPENDIX C -2 PUBLIC WORKS DIVISION Equipment Request Sewer Department 2001 -2002 EQUIPMENT Budget Root Cutter $2,000 Locator with Battery Pack $2,000 $4,000 WRF Gas Detector $2,500 Computer 1,500 Snow Blower 1,000 Lawn Mower 1,000 $6,000 TOTAL $10,000 159 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 APPENDIX C -3 PUBLIC WORKS DIVISION Equipment Request Water Department 2001 -2002 EQUIPMENT Budget Replace Pump - Richfield Road Pumping Station 20,000 Water Meters 40,000 Upgrade Water Controls - Hawthorne Pumping Station 11,000 Bobcat Loader 13,000 Storage Locker 1,500 Portable Generator 2,500 Magnetic Locator 11600 Two Inch Dewatering Pump 11500 TOTAL $91,100 160 EQUIPMENT Gray Mills Wash Tank 161 APPENDIX C -4 PUBLIC WORKS DIVISION Equipment Request Garage Department 2001 - 2002 Buffet 1,800 TOTAL $1,800 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 EQUIPMENT Universal Power Source Two Personal Computers Gateway Computer Two Monitors Bridge Router Two DSU Synchronous Modems APPENDIX D ENHANCED 9 -1 -1 FUND Equipment Request 2001 - 2002 Budget $20,000 5,000 5,000 3,000 3,800 1,200 TOTAL $38,000 162 J Q W x •U W �a W U W. a � a eH Wa, .4 W a H r� a W W a U H x 163 O 1 Ln O O N Ln O d' O O N d' O M O O N M O I N O O N N O i H O O N 04 O 9 W P4 O W a w A 0 0 0 0 o O O o O N O N r-1 N M VY ri i? 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M A 41 0 1 0 0 9 44 44 44 4.4 � 1J 1J AJ 1-I w � A E -r1 S4 O UI CO U cd cd rt It r-I H r-I H H cd bl 0 O0 EOZcdcdld0000 MM(dMd 4-ri h x PQ m a Ln u u W 414 99 r i m U) En w u co C31 1~ -rl 3 0 r-I a 0 44 ro 0 m D 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 APPENDIX F GENERAL OBLIGATION DEBT Retirement Schedule Principal and Interest (Levy Year-Basis) TOTALS $ 5,368,596 $16,587,125 $ 3,788,185 $25,743,906 (1) Source of Funds - Water Revenues (2) Source of Funds - TIF 2 Revenues 166 (1) WATER (2) GENERAL REFUNDING IMPROVEMENT OBLIGATION CORPORATE TAX SERIES 1997 SERIES 1998 PURPOSE LEVY (SELF FUNDED) 4/15/98 SERIES 1993 TOTAL YEAR 12/15/97 $17,000,000 5/1/93 $5,000,000 $9,995,000 2001 485,650 2,070,375 1,383,910 3,939,935 2002 487,450 2,006,250 1,358,070 3,851,770 2003 488,432 1,941,750 1,046,205 3,476,387 2004 483,748 1,877,250 2,360,998 2005 488,618 2,302,000 2,790,618 2006 487,598 2,216,000 2,703,598 2007 485,910 2,130,000 2,615,910 2008 488,555 2,043,500 2,532,055 2009 490,310 490,310 2010 491,175 491,175 2011 491,150 491,150 TOTALS $ 5,368,596 $16,587,125 $ 3,788,185 $25,743,906 (1) Source of Funds - Water Revenues (2) Source of Funds - TIF 2 Revenues 166 THIS IS A BLANK PAGE 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 C 1 1 1 r 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 G L O S S A R Y 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. 1 1 1 1 1 1 1 1 1 1 APPROPRIATION A legal authorization granted by a legislative body to make expenditures and to incur obligations for specific purposes. An appropriation is usually limited in amount and as to the time when it may be expended. ASSESSED VALUATION A valuation set upon real estate or other property by a government as a basis for levying taxes. ASSETS Property owned by a government which has a monetary value. BOND A written promise, generally under seal, to pay a specified sum of money, called the face value, at a fixed time in the future, called the date of maturity, and carrying interest at a fixed rate, usually payable periodically. BONDED DEBT That portion of indebtedness represented by outstanding bonds. BUDGET A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing them. BUDGET AMENDMENT A legal procedure utilized by the governing board to revise • budget. BUDGET DOCUMENT The instrument used by the budget- making authority to present • 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. 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. 1 167 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. 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. 1 168 1 1 ' 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. 1 1 1 1 1 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. 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. 1 169 1 OPERATING BUDGET The portion of the budget that pertains to daily operations ' INVESTMENT Cash S as 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. t 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 t 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 I of origin. SPECIAL REVENUE FUND A fund used to account for the proceeds of specific revenue sources (other than special assessments, expendable trusts, or for ' 170 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 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. 171 THIS IS A BLANK PAGE 1 1 1 1 C 1 1 1 1 1 1 1 1 1 1 1 Ll