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Village Budget For Year Beginning May 1, 1998J 41v 4� �, svi , Shops The Annual Budgr, 0 L: 1 1 1 1 1 1 1 1 1 1 1 1 1 1 I 1 1 1 VILLAGE OF DEERFIELD 1998 -1999 BUDGET 1 1 1 1 1 1 1 1 1 1 1 I 1 1 1 1 TABLE OF CONTENTS ABOUT THE COVER----------------------------------------------------- ELECTED OFFICIALS--------------------------------------------------- ORGANIZATIONAL CHART------------------------------------------------ DISTINGUISHED BUDGET PRESENTATION AWARD----------------------------- INTRODUCTORY SECTION BUDGET MESSAGE - MAYOR BERNARD FORREST------------------------ - - - - -- BUDGET SUMMARIES- Revenue and Expenditures - Beginning and End Balances -All Funds - Summary and Historical Perspective---- - -- - Administrative Division - Combined Departments - Village Manager, Finance, Community Development, Engineering - Public Safety Division - Police Department----- - - - - -- - Public Works Division - Combined Departments- Street, Sewer, Water, Garage------------------------------- SUPPLEMENTAL CHARTS AND SCHEDULES: COMPARISON OF 1994 -98 PROPERTY TAX LEVIES------------------- - - - - -- Chart 1: Property Tax Dollar - Total Tax Apportionment----- - - - - -- Chart 2: Budget Dollar Revenue - Source of Funding--------- - - - - -- Chart 3: Budget Dollar Expenses - Where It Goes------------ - - - - -- Chart 4: Property Tax Comparison - Ten Year Comparison of EAV* and Village Tax Rate Chart 5: Property Tax Comparison - Six Year Comparison of Total Tax Bill and Village Share PERSONNEL SCHEDULE- Employees Full Time------------------------------ - Employees Part Time------------------------------ SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES-------------------- - - - - -- BUDGET NOTES AND ANALYSIS ABOUT THE VILLAGE OF DEERFIELD Ten Largest Taxpayers Ten Largest Employers Municipal Services and Facilities Budget Calendar MAJOR BUDGET POINTS, ANALYSIS, AND BUDGET PROCESS Budget Amendment Operating Budget Capital Program Effects of Capital Projects on Operating Budget Basis of Budgetary Accounting PAGE i ii iv 1 -2 3 4 -5 6 7 8 9 10 11 12 13 14 15 16 17 -18 19 -22 23 -25 TABLE OF CONTENTS PAGE BUDGET AND FINANCE POLICY 25 Infrastructure 25 DEBT POLICY 25 -26 ACCOUNTING, AUDITING AND FINANCIAL REPORTING POLICIES 26 REVENUES 26 -27 Property Tax SAFETY DIVISION - GENERAL Sales Tax 51 -61 Income Tax - Public Works Division Hotel /Motel Tax 62 -76 Interest Earnings - Public Works Division User Charges 77 -91 Water - Public Works Division Sewer 92 -103 Refuse - Public Works Division Revenue Estimates FINANCIAL CONDITION OF THE FUNDS 27 Scavenger Fund FINANCIAL CONDITION OF THE VILLAGE 27 FUTURE YEARS PROJECTIONS 28 COMMUNITY EVENTS 28 DOWNTOWN REDEVELOPMENT 28 FINANCIAL SECTION GENERAL FUND: SOURCES OF FUNDS AND EXPENDITURES - GENERAL FUND------------ - - - - -- 29 -30 ADMINISTRATIVE DIVISION - GENERAL FUND - Village Manager's Dept., Finance Dept., Community Development, Engineering Dept.----- - - - - -- 31 -50 PUBLIC SAFETY DIVISION - GENERAL FUND - Police Department--- - - - - -- 51 -61 STREET FUND - Public Works Division - Street Department------- - - - - -- 62 -76 SEWER FUND - Public Works Division - Sewer Department--------- - - - - -- 77 -91 WATER FUND - Public Works Division - Water Department--------- - - - - -- 92 -103 GARAGE FUND - Public Works Division - Garage Department------- - - - - -- 104 -110 INDIVIDUAL FUND BUDGETS: REFUSE FUND-------------------------------------------------- - - - - -- -111 -116 PARKING LOTS FUND--------------------------------------------- - - - - -- 117 -121 PENSION FUND - Police------------------------- ---------------- - - - - -- 122 -124 PENSION FUND - I. M. R. F.--------------------------------------- - - - - -- 125 -126 EMERGENCY SERVICES FUND----------------------- ---------------- - -- - -- 127 -129 1 1 TABLE OF CONTENTS ' PAGE ENHANCED 9 -1 -1 FUND------------------------------------------ - - - - -- 130 -132 DEBT SERVICE FUND-------------------------------------------- - - - - -- 133 -135 MOTOR FUEL TAX FUND------------------------------------------ - - - - -- 136 -138 ' INFRASTRUCTURE REPLACEMENT FUND------------------------------ - - - - -- 139 -142 VEHICLE AND EQUIPMENT REPLACEMENT FUND----------------------- - - - - -- 143 -145 ' CAPITAL PROJECTS - BUDGET AND PROJECTIONS 1998 -99 TO 2002 - 2003- - - - - -- 146 -151 DEERFIELD PUBLIC LIBRARY------------------------------------- - - - - -- 152 LIBRARY APPENDICES------------------------------------------- - - - - -- 153 APPENDICES ' EQUIPMENT REQUEST - Administrative Division - Village Manager, Finance, Community Development, Engineering Depts- Appendix A 154 1 1 1 1 1 1 1 - Public Safety Division - Police Dept- Appendix B 155 - Public Works Division - Street Dept -- Appendix C -1 156 - Public Works Division - Sewer Dept - -- Appendix C -2 157 - Public Works Division - Water Dept - -- Appendix C -3 158 - Enhanced 9 -1 -1 Fund ----------- - - - - -- Appendix D 159 VEHICLE AND EQUIPMENT REPLACEMENT SCHEDULE--------- - - - - -- Appendix E 160 -162 ' GENERAL OBLIGATION DEBT---------------------------- - - - - -- Appendix F 163 GLOSSARY----------------------------------------------------- - - - - -- 164 -168 1 1 1 1 1 1 1 About the Cover: 1 1 P� 1 1 1 �1 i -I' 71� 1 u i� 1 7 L 1 An artist's rendering of the Shops of Deerfield Square. This is only one portion I of the development of the southwest quadrant being built by CRM Properties, Inc. at a total cost estimate of approximately $60,000,000. Construction is to begin in late summer of 1998. The entire project is scheduled for completion by mid - 2000. It will offer 189,000 sq. ft. of retail and 64,200 sq. ft. of office, ' which includes a 100 car underground parking garage. Highland Park Hospital will occupy one floor of the office building. Many of the doctors currently located within the southwest quadrant will move to the new office building. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD Elected Officials Bernard Forrest, Mayor Marvin W. Ehlers, Trustee Edwin B. Seidman, Trustee John H. Heuberger, Trustee Vernon E. Swanson,Trustee Harriet E. Rosenthal, Trustee Michael Swartz, Trustee VILLAGE MANAGER Robert D. Franz DEPARTMENT HEADS George J. Valentine, Treasurer and Finance Director Leo P. Anderson, Chief of Police James E. Soyka, Director of Public Works & Engineering Barbara Houpt, Director of Community Development ii 1 1 1 J 1 L 1 1 1 1 L 1 1 1 1 THIS IS A BLANK PAGE t 1 VILLAGE OF DEERFIELD ORGANIZATIONAL CHART PUBLIC BOARDS & MAYOR & BOARD VILLAGE ATTORNEY COMMISSIONS OF TRUSTEES ADMINISTRATIVE VILLAGE MANAGER ASSISTANT 3 Employees ' POLICE FINANCE COMMUNITY PUBLIC WORKS DEVELOPMENT & ENGINEERING '64 Employees 7 Employees 5 Employees 32 Employees ' PATROL BUDGETING PLANNING WATER WORKS INVESTIGATIONS ACCOUNTING ZONING SEWAGE tTREATMENT ' YOUTH TREASURY CODE STREETS MANAGEMENT ENFORCEMENT COMMUNICATIONS PERSONNEL BUILDING PLAN VEHICLE REVIEW MAINTENANCE RECORDS UTILITY PERMITS STORM ' BILLING DRAINAGE ' RESEARCH & PURCHASING F APPEARANCE PLAN DESIGN DEVELOPMENT REVIEW & REVIEW 1 1 1 1 1 1 LI 1 1 1 1 1 1 1 1 1 THIS IS A BLANK PAGE I 1 I / GOVERNMENT FINANCE OFFICERS ASSOCIATION 1 / Distinguished 1 / Budget Presentation � Award I I PRESENTED TO ' Village of Deerfield, Illinois For the Fiscal Year Beginning ' May 1, 1997 ' President Executive Director / 1 ' The Government Finance Officers Association of the United States and Canada (GFOA) presented an award of Distinguished Presentation to the Village of Deerfield for ' its annual budget for the fiscal year beginning May 1, 1997. In order to receive this award, a governmental unit must publish a budget document ' that meets program criteria as a policy document, as financial and as a communication device. an operations guide, as a plan The 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. I iv 1 1 1 1 1 1 1 1 1 1 1 1 1 7 1 THIS IS A BLANK PAGE I L 1 1 1 L 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 C n D C� m r 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 , ��,� .'y .;�.��.... .�ti'4>+'- +,�.`�i„ ��, .,�.y. r rs '(,:L �f7 «w"s+..'*{"��?��, s' iY'S' .,t . �,'�. - xi,,��.�_� a ,��• F a,.� &. ,�. a.., l 1 1 IVILLAGE OF DEERFIELD ' Mayor BERNARD FORREST 1 BUDGET MESSAGE 1 The Village of Deerfield owes its financial stability to a tradition of conservative spending combined with policies ' that utilize our broad and diverse tax base. This was highlighted earlier this year when Moody's Investor Services awarded the Village a AAA Bond Rating, the highest rating possible. The Village joins a very select group of municipalities throughout the United States which benefit from this rating when it becomes necessary to borrow Imoney. We recently sold our $17 million bond issue at an interest rate of 4.39 %, a very excellent rate. Our fiscally conservative reputation will continue with next year's budget which, at $19,062,555, is less than 3% over ' last year's. There will be no increase in personnel, nor any major changes in basic operations or service levels. To remain competitive in the municipal market, there will be a 3.5% increase in the employee salary plan. Municipal government is very labor intensive as evidenced by the fact that almost 50% of our total operating expenditures is for personnel. ' I am very pleased to report that, for the seventh consecutive year, the Village will reduce the amount it receives from the property tax bill. Although we now receive less than 7.5% of the real estate taxes paid, this reduction reflects our awareness of the public's concern with higher property taxes. Developing alternative revenue sources and decreasing our dependence on property tax dollars has been, and continues to remain, a high priority of the Village Board. And, for the eighth consecutive year, the Village has released surplus funds from the Lake Cook Tax ' Increment Financing District. The amount distributed to local government agencies this past year was $6.7 million, bringing to $52 million the total reallocated since 1990. The 1998 -99 budget reflects a water rate increase from Highland Park. This, coupled with the $5 million bond issue sold last December for water system improvements, requires an increase in our customer rate from $2.05 to $2.65 per hundred cubic feet. This is the first increase since 1992, and will amount to approximately $20 per quarter for the average residential water user. The budget proposes a 1% increase in the Hotel Room Tax (from 5% to 6 %). This tax was first imposed in 1984, the revenues from which go to the General Fund, the basic operating fund of the Village. ' This year's Capital Projects include: a new traffic signal and intersection improvements at Waukegan Road and North Avenue; completion of the Kates /Waukegan Roads intersection; continuation of our Street Rehabilitation Program; and water main replacements on Woodvale and Kenton. Studies will be completed and decisions made ' on the location of a new water reservoir in the north end of the community and a route for extending a new transmission line to the west side of town to improve water pressure in that area. Once installed, these improvements will complete the water system for a fully- developed Deerfield, and only replacement costs should be needed from ' that point forward. 1 ' 850 WAUKEGAN R O AD DEERFIELD , ILLINOIS 60015 TELEPHONE 708.945.5000 1 During this next fiscal year, there will be extensive redevelopment within the Village Center. After many years and a few false starts, specific projects are proceeding within the southeast and southwest quadrants (Vision 2000). These ' commercial and residential developments not only will provide economic benefits but will enhance the image of the entire community. Tax Increment Financing funds will be leverage against private sector dollars to meet the objectives established in the TIF Village Center Redevelopment Plan over a decade ago. Preparing the annual budget is a meticulous and thorough project and one which the Village Board and I take very seriously. As taxpayers ourselves, we share your concern to hold the line on taxes, but without sacrificing the quality of services rendered. In performing our jobs, we are grateful for the support of the many volunteers who serve on ' various boards and commission and whose input is extremely valuable to our decision - making. Through this concerted effort, we will maintain our tradition as a community that is cost conscious in its spending but responsive to the needs of its citizens. BERNARD FORREST ' Mayor April 20, 1998 1 1 1 1 L 1 7 L 1 1 t 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 C n m C 3 Y m 1 1 1 1 1 1 1 1 1 1 1 I 1 1 1 1 1 1 1 1 ' VILLAGE OF DEERFIELD 1998 - 1999 ' BUDGET SUMMARIES 1 1 1 1 1 ' AVAILABLE PROJECTED ' BEGINNING FUND EXPENDITURES/ ENDING FUND BALANCE REVENUES EXPENSES BALANCE General $ 1,301,295 $ 6,674,600 $ 6,592,610 $ 1,383,285 ' Street 71,178 1,114,500 1,150,400 35,278 Sewer 420,000 1,537,000 1,760,950 196,050 Water 400,000 3,320,000 3,143,180 576,820 Scavenger 15,000 1,127,000 1,142,130 (130) ' Garage 0 221,500 219,660 1,840 MFT 821,000 227,500 372,500 676,000 Police Pension* 14,500,000 1,733,000 485,100 15,747,900 IMRF 100,000 955,000 848,000 207,000 ' Debt Service 2,200,000 1,034,105 1,367,105 1,867,000 Infrastructure Replacement 1,905,000 732,000 1,317,000 1,320,000 Emergency Services 0 0 6,910 (6,910) ' Parking Lots 284,000 (164,000) 65,810 54,190 Vehicle & Equipment Replacement 50,000 533,650 458,000 125,650 ' Enhanced 911 10,000 130,000 133,200 6,800 COMBINED VILLAGE FUNDS $22,077,473 $19,175,855 $19,062,555 $22,190,773 (Memorandum Only) ' Deerfield Public Library $ 200,000 $ 1,738,000 $ 1,738,000 200,000 (Component Unit) ' COMBINED ALL FUNDS ** $22,277,473 $20,913,855 $20,800,555 $22,390,773 *Accrued actuarial liability in excess of assets at 4/30/97 - $761,743 ' * *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. 1 1 1 1 1 ' BUDGET SUMMARY AND HISTORICAL PERSPECTIVE Revenue Police Debt Item General Street Sewer Water ScavenaerGaraae MFT Pension IMRF Spnrirp Taxes: Property Tax 330,000 740,000 300,000 910,000 619,105 Property Tax pr yrs Replacement Tax 8,000 10,000 70,000 Motor Fuel 427,500 Sales Tax 2,425,000 Local Use Tax 189,000 State Income Tax 1,150,000 Hotel -Motel Tax 1,500,000 License & Permits Liquor /Food 54,000 Other Business Lic 37,500 Vehicle 350,000 Building Permits 200,000 15,000 15,000 Non - Business Lic 47,000 Charges: Police Services 71,000 False Alarms 40,000 Dispatching Sery 114,000 User Fees 1,420,000 3,125,000 330,000 221,500 Penalties 17,000 25,000 4,000 Rental Income Fran Fees - Cable 136,000 Fran Fees - Telephone 100,000 50/50 Program 5,000 Interfund Charges Engineering Fees 50,000 Misc Rev Interest Earnings 300,000 35,000 60,000 150,000 20,000 40,000 1,225,000 35,000 135,000 State Grants 52,000 30,000 ' Miscellaneous 54,100 4,500 25,000 5,000 33,000 210,000 Employee Cont 200,000 Ordin violations 345,000 Transfers: Transfer Charges 60,000 Transf Pking to St 120,000 MFT to Street 240,000 (240,000 Trans to Debt Sery Trans to INF (150,000 Trans to TIF 2 (100,000 Parking to INF TOTAL 6,674,600 1,114,500 1,537,000 3,320,000 1,127,000 221,6001 227,500 1,733,000 955,000 1,034,105 Expenditure Categories: Personal Services 4,461,920 436,610 747,280 417,730 58,090 119,880 Other Services 213,450 129,800 407,120 130,400 14,400 8,250 Contractual 1,233,160 266,820 316,000 367,080 1,024,990 24,280 Commodities 395,380 219,370 145,350 1,933,2001 22,000 65,250 Capital Outlay 288,700 97,800 145,200 72,800 22,650 2,000 372,500 Debt Service 221,970 1,367,105 Pension Cost 485,100 848,000 TOTAL 1 6,592,6101 1,150,400 1,760,950 3,143,180 1,142,130 219,6601 372,500 485,100 848,000 1,367,105 rA ' BUDGET SUMMARY AND HISTORICAL PERSPECTIVE 1998 -99 1997 -98 1997 -98 1996 -97 ' Infrat. Emergenc- Parking Equip. Enhanced TOTAL Est TOTAL Actual Reol. Services Lots Reolacmt. 911 Rudoet Actual Rudoet 5 Taxes: 2,899,105 2,950,155 2,950,155 3,110,739 Property Tax 01 88,000 0 88,000 01 82,000 i 11,322 85,005 Property Tax pr yrs Replacement Tax 1 427,500 425,000 402,000 407,040 Motor Fuel 2,425,0001 2,550,000 2,484,458 Sales Tax 189,000 185,0001 182,000 182,9241 Local Use Tax 1,150,000 1,140,0001 1,075,000 1,042,073 State Income Tax � 1 1,500,000 1,500,0001 1,400,000 1,464,815 Hotel -Motel Tax 1 License & Permits j i i 1 54,000 59,8301 56,0001 60,092 Liquor /Food 1 37,500 37,500 37,5001 37,437 Other Business Lic 1 350,000 350,000 350,0001 336,811 Vehicle 230,000 326,000 179,000 302,830 Building Permits i 47,000 52,000 47,000 51,157 1 Non - Business Lic Charges: 1 71,000 71,000 71,000 I 72,709 Police Services 1 40,000 40,000 25,000 44,575 False Alarms 1 ; 15,000 129,000 129,0001 129,000 121,018; Dispatching Sery 1 163,0001 i 110,000 5,369,5001 4,804,998 4,538,0001 4,428,717 User Fees 46,000 43,200 48,000 45,488 Penalties 0 7,600 43,600 25,780 Rental Income I 1 I 136,000 130,000 136,000 137,480 Fran Fees - Cable 1 I 100,0001 100,000 104,0001 91,162, Fran Fees - Telephone 30,000 j 1 35,000 30,3201 35,000 22,537 50/50 Program I 418,6501 418,650 376,650 830,150 325,651 Interfund Charges 1 I 50,000 29,000 6,000 I 9,148 Engineering Fees I Misc Rev 72,0001 40,0001 65,000' 5,000 2,182,0001 2,470,0001 2,022,000 2,333,790 j Interest Earnings 1 82,0001 74,500 29,000 21,436 1 State Grants 233,000 1 50,000 614,600 639,483 309,000 437,879 Miscellaneous 200,0001 185,000 200,000 0 Employee Cont 1 345,0001 340,000 310,000 321,884 Ordin Violations 0; 0 01 0 Transfers: 60,000 60,000 60,000 60,000 Transfer Charges I (120,0001 0 0 i 0 0 ITransf Pking to St 0 i 01 0 01 MFT to Street 01 01 0 0 Trans to Debt Sery 1 150,000 I 01 01 0 0 Trans to INF 247,000 (100,000 0 0' (100,000 (30,518 Trans to TIF 2 I (247,000 0 0 1 732,0001 0 (164,000) 533,6501 130,0001 19,175,8551 19,194,236 i 18,106,4051 18,045,439 !TOTAL f 1 Expenditure Categories: i 18,0101 6,259,520 5,805,515 5,999,632 5,639,989 Personal Services 3,150 18,0001 10,000 2,000 936,570 799,293 895,895 863,628 Other Services 3,260 23,5001 113,200 3,372,2901 3,988,325 3,368,890 3,220,1051 Contractual 500 3,300, i 2,784,350 2,500,2151 2,620,220 2,512,4801Commodities 1,317,000 3,0001 448,0001 18,000 2,787,650 1,519,8461 2,927,360 1,096,2171 Capital Outlay 1 1,589,075 1,378,1551 1,378,155 1,704,881 !Debt Service !Pension 1,333,100' 1,219,1791 1,317,350 1, 092,a52 Cost 1,317,0001 6,9101 65,8101 458,0001 133,2001 19,062,5551 17,210,5281 18,507,502! 16,130,152TOTAL 5 VILLAGE OF DEERFIELD R ADMINISTRATIVE DIVISION FUNDING SOURCE OPERATING BUDGET DEPARTMENT General Fund 1998 - 1999 Village Manager, Finance, Comm. Dev., Engineering ACCOUNT 1998 -99 1997 -98 INCREASE PERCENT NUMBER DESCRIPTION PROPOSED BUDGET (DECREASE) CHANGE 5115 Benefits $ 169,570 $ 152,800 $ 16,770 11.0 5116 Apparel 500 500 0 0.0 5212 Travel, Training, etc. 46,190 44,200 1,990 4.5 5213 Printing and Advertising 61,550 28,500 33,050 116.0 5214 Communications 31,100 29,275 1,825 6.2 5315 Insurance 51,000 51,000 0 0.0 5316 Professional 199,300 203,800 (4,500) (2.2) 5317 Contractual 135,300 127,700 7,600 6.0 5216 Utility Services 4,000 4,000 0 0.0 5419 Petroleum Products 2,650 2,650 0 0.0 5211 Repairs & Maintenance 79,450 82,600 (3,150) (3.8) 5215 Rental Property Repairs 0 3,000 (3,000) (100.0) 5218 Miscellaneous 73,250 71,250 2,000 2.8 5318 Subsidies 37,000 37,000 0 0.0 5231 MV Maintenance 4,550 4,400 150 3.4 5412 Supplies 34,500 33,100 1,400 4.2 5428 Materials 1,000 1,000 0 0.0 5431 Small Tools & Equipment 1,000 1,000 0 0.0 6111 Equipment 15,000 25,800 (10,800) (41.9) 7317 Vehicle +Equipment Replacement 41,000 41,000 0 0.0 TOTAL (without salaries) $ 987,910 $ 944,575 $ 43,335 4.6 5111 Salaries _1,175,530 1,123,430 52,100 4.6 TOTAL $2,163,440 $2,068,005 $ 95,435 4.6 Per Capita Cost $120.18 $114.88 Number of Employees: Full time 16 16 Part time (Full time Equivalent) 2.20 3.10 R ' VILLAGE OF DEERFIELD 'PUBLIC SAFETY DIVISION FUNDING SOURCE OPERATING BUDGET General Fund 1998 - 1999 ' ACCOUNT 1998 -99 1997 -98 INCREASE NUMBER DESCRIPTION PROPOSED BUDGET (DECREASE) '5115 Benefits $ 429,480 $ 418,280 $ 11,200 5116 Apparel 44,500 44,500 0 5212 Travel, Training, etc. 36,140 36,360 (220) ' 5213 Printing and Advertising 8,000 8,000 0 5214 Communications 36,350 29,700 6,650 ' 5315 Insurance 130,000 130,000 0 5316 Professional 4,900 4,900 0 5317 Contractual 76,610 67,500 9,110 ' 5419 Petroleum Products 36,500 34,500 2,000 5211 Repairs & Maintenance 24,000 24,000 0 Miscellaneous 6,100 7,100 (1,000) '5218 5231 MV Maintenance 34,000 34,000 0 '5412 6111 Supplies Equipment 43,500 22,700 40,500 22,700 31000 0 7317 Vehicle +Equipment Replacement 210,000 200,000 10,000 ' TOTAL (without salaries) $1,142,780 $1,102,040 $ 40,740 5111 Salaries 3,286,390 3,159,942 _126,448 ' TOTAL $4,429,170 $4,261,982 $ 167,188 ' Per Capita Cost $246.04 $236.75 Number of Employees: Full time 54 54 Part time (Full time Equivalent) 2.10 1.90 1 DEPARTMENT Police PERCENT CHANGE 2.7 0.0 (0.6) 0.0 22.4 0.0 0.0 13.5 5.8 0.0 (14.1) 0.0 7.4 0.0 5.0 3.7 4.0 3.9 rA VILLAGE OF DEERFIELD PUBLIC WORKS DIVISION FUNDING SOURCE OPERATING BUDGET Street Fd. Sewer Fd. 1998 - 1999 Water Fd. Garage Fd. DEPARTMENT Street, Sewer Water, Garage ACCOUNT 1998 -99 1997 -98 INCREASE PERCENT NUMBER DESCRIPTION PROPOSED BUDGET (DECREASE) CHANGE 5115 Benefits $ 230,980 $ 241,570 $ (10,590) (4.4) 5116 Apparel 11,220 11,220 0 0.0 5212 Travel, Training, etc. 6,000 6,450 (450) (7.0) 5213 Printing and Advertising 5,650 6,550 (900) (13.7) 5214 Communications 26,070 27,020 (950) (3.5) 5315 Insurance 205,000 208,000 (3,000) (1.4) 5316 Professional 30,400 15,400 15,000 97.4 5317 Contractual 507,800 649,300 (141,500) (21.8) 5216 Utility Services 292,100 271,100 21,000 7.8 5419 Petroleum Products 29,700 29,650 50 0.2 5211 Repairs & Maintenance 276,500 250,900 25,600 10.2 5210 Equipment Rental 12,200 12,600 (400) (3.2) 5425 Salt 65,000 55,000 10,000 18.2 5221 Occupancy 40,000 40,000 0 0.0 5218 Miscellaneous 20,800 21,000 (200) (1.0) 5427 Aggregates 86,300 86,000 300 0.4 5426 Chlorine 8,000 7,000 1,000 14.3 5432 Purchase of Water 1,800,000 1,700,000 100,000 5.9 5231 MV Maintenance 68,700 64,400 4,300 6.7 5412 Supplies 114,000 112,790 1,210 1.1 5428 Materials 167,200 156,250 10,950 7.0 5431 Small Tools & Equipment 5,300 5,500 (200) (3.6) 6111 Equipment 60,300 99,160 (38,860) (39.2) 5429 Street Signs 4,000 4,000 0 0.0 7316 Depreciation 102,500 102,500 0 0.0 7217 Bond Interest 221,970 0 221,970 100.0 7317 Vehicle +Equipment Replacement 155,000 123,000. 32,000 26.0 TOTAL (without salaries) $4,552,690 $4,306,360 $ 246,330 5.7 5111 Salaries 1,721,500 1,646,110 75,390 4.6 TOTAL $6,274,190 $5,952,470 $ 321,720 5.4 Per Capita Cost $348.53 $330.66 Number of Employees: Full time 31 31 Part time (Full time Equivalent) 2.70 2.80 0 1 1 f] 1 C Y Zr um nZ my or �n iJ 1 1 IJ 1 1 1 1 1 1 1 1 1 1 1 u 1 1 1 1 1 1 1 1 1 ' Village of Deerfield Purpose ' General Street Emergency Services ' I.M.R.F. F.I.C.A. Police Pension ' Audit Scavenger Public Benefit tDebt Service (Net) Budgeted Village Levies Abatement (not budgeted) ' Net Village Levy ' Public Library Total Levy ' DEBT SERVICE GROSS LEVY Reduction ' Replacement Tax Total Reductions ' Abatements Replacement Tait Revenue Sharing T.I.F. ' Other Budgeted Abatements Capitalized Interest Surplus transfer TIF (L -C) ' Total Budgeted Abatements Total Budgeted Reductions and Abatements ' Net Budgeted Debt Levy EAV ' Tax Rate (per $100) Debt Service Other Village ' Total Village Village Percentage of Total Tax Bill Levy Comparison 1994 -1998 1994 1995 19967 1997 i Budget 1998 0 0 0 I 01 0 330,000 330,000 330,000 330,000! 330,000 5,000 0 0 0 0 470,000 490,000 510,000 510,000 510,000 380,000 380,000 400,000 400,000 400,000 210,000 225,000 240,000 280,000 300,000 15,000 0 0 0 ! 0 725,000 725,000 725,000 725,000 j 740,000 931,710 890,755 800,155 699.155 619,105 3,066,710 3,040,755 3,005,155 2,944,1551 2,899,105 .5'T`s"'"�/�.� 1,209,487 1,269,000 1,097,140 1,162,968 I 1,343,000 1,701,210 1,700,155 1,367,155 1,376,1551 I 1,363,105 0 0 0 0 0 0 0 0 0 0 50,000 50,000 55,000 70,0001 70,000 334,500 317,400 0 0 I 0 195,000 232,000 300,000 392,0001 464,000 i 190200 210.000 212,000 215.00 210,000 769,500 809,400 567,000 677,000 i 744,000 769,500 931.710 809.400 567,000 677,0001 744,000 i I �' 583,049,834 603,544,983 800.155 624,187,752 69� 654,000,000 6�0� j 675,000,000 i 0.160 0.148 0.128 0.1071 i 0.092 0.366 0.356 0.353 0.3431 0.338 0.526 0.504 0.481 0.450 0.429 i 9 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 Chart 1 Property Tax Dollar Apportionment (1) 1996 Tax Levy Collected in 1997 IL (1) THE VILLAGE IS IN SEVERAL TAXING DISTRICTS. THE ILLUSTRATED APPORTIONMENT IS GENERALLY REPRESENTATIVE OF THE VILLAGE AS A WHOLE. ' 10 1 1 1 1 1 1 1 1 1 1 1 I 1 1 1 THIS IS A BLANK PAGE I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 WHERE rr Chart 2 Budget Dollar 1998 -99 COMES FROM Village Other 14.9% o\o 1� All 010 a ojA � G,c e�' Dk 5i ° �e TaX State /nCO nl a 8/° G Motor Fuel Tax 2.00% Water Charge 15.9% Refuse Char a 1. Vehicle Sticker �. Interest Earnings 11.0% OF Municipal Sales Tax Village Property Tax 13.2% 14.6% THIS CHART ILLUSTRATES THE MAJOR FUNDING SOURCES OF THE VILLAGE. CONTRARY TO POPULAR OPINION, PROPERTY TAX IS LESS THAN 15% OF THE VILLAGE'S FUNDING SOURCES. 11 THIS IS A BLANK PAGE 1 1 1 1 1 n it 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 I I 1 1 1 1 1 1 1 Chart 3 Budget Dollar 1998 -99 z RE IT e ES • • • 0 • • 0 0 • • • 0 • 0000' • •'' 0. 0000 • 0 0 0 0 • 0 • • • • • .• • . • • ,••• Water 16.4%•';:• ';000 General �c , . • • Government 11.4% • • . • • ' • • ' �� • • ' -00 • ' 0 0•• 0 0 0 •' GJb Qv .. YO 0 0 0• 00,00' ,•• '' •'' �•••',• General • •• ' • 0 0 0 • 0 0 0 0' •' '°• • •' Obligation Debt 7.2% Police 25.8% (Including Pensions) • • ' ' ' • Public Works 46.5% Sewer 9.2 /° • . . 0• 0 0 0• 0 0 • 0 0. • .Street 12.9%00 • • • •.•• 0 0 0. 0 0 0. • • • 0 • • • 0 • • 0 •••�•.• N •• t0 ' . • 0 0 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. 1 12 THIS IS A BLANK PAGE 1 1 1 1 �I 1 1 1 1 u 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CHART 4 PROPERTY TAX COMPARISON Equalized Assessed Valuation 1988 -98 I i i Im 1 111 I1 i 701 Im 1111 1110 1911 Im Im If" 1110 Im lm 1111 Lew Y.— The Viilagr 1- lrno have inorand oalv~derwelr fwd2 !n dw p.aprrry Tas S) -m Fqu,dwd .Unmd Vabia7,aq Tas Lena, and Tat Ram a roar," -1 In du ViOagr of Dmfi ld , da £qudcrd .Ltseued Vahwran ha7 ri7m sharply. Property Tax Levy 1988 -1998 IOOa &uagrt INO I � i 7100 Y r . 7000 �� 7100 '� 71W { tta 110! 1110 Im Im Im 1901 Im 1110 1m 1111 Lay rear Tax Rates 1988 -1998 107 aM I00a E.Wa W os <> J 8 i 6 0: H a j OA' 1111 Im Ina I"I Im MO Ip1 Im 1991 Im Im Ley y— The resuit is agreaty reduced tex rate 13 1 1 1 1 1 1 F 1 1 1 1 II LJ 1 1 1 1 THIS IS A BLANK PAGE 1 J 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CHART 5 PROPERTY TAX COMPARISON These graphs depict the 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. 6000 H 5500 m 5000 p0 4500 4000 3500 1989 1990 1991 1992 1993 1994 1995 1996 Tax Levy Year Total Tax Bill all Overlapping Districts i Property Tax Bill Specific Property M 0.11 X CU 0.1 CL 0 o_ `0 0.09 c 0 t a0 0.08 m M R 007 440 420 A 0 400 380 360 1989 1990 1991 1992 1993 1994 1995 1996 Levy Years Tax Bill Village Property Tax Specific Property ✓illage Percentage of Property Tax Bill 1989 1990 1991 1992 1993 1994 1995 1996 Levy Year Village's Total Percentage 14 THIS IS A BLANK PAGE 1 1 1 1 1 1 1 F, 1 1 1 1 t F 1 1 7 U 1 1 1 1 1 1 1 1 1 1 1 1 L I 1 1 1 1 1 Village of Deerfield Full Time Employees as Budgeted DEPARTMENT 92 1 93 94 95 96 97 98 99 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 6 6 5 5 5 5 5 5 PUBLIC WORKS: ADMINISTRATION 4 4 4 3 3 3 3 3 STREETS 7 7 7 7 7 7 7 7 UTILITIES MAINTENANCE 11 11 11 11 11 11 11 11 SEWAGE TREATMENT PLANT 8 8 8 8 8 8 8 8 GARAGE 2 2 2 2 2 2 2 2 TOTAL PUBLIC WORKS 32 32 32 31 31 31 31 31 POLICE: ADMINISTRATION 9 9 9 9 9 9 9 9 COMMUNICATIONS 4 4 4 6 6 6 7 7 INVESTIGATIONS 3 3 3 3 3 3 3 3 PATROL 29 29 29 29 29 29 31 31 YOUTH SERVICES 4 4 4 4 4 4 4 4 TOTAL POLICE 49 49 49 51 51 51 54 54 TOTAL 98 98 97 98 98, 98 101 101 1 15 VILLAGE OF DEERFIELD Part Time Employees Full Time Equivalent DEPARTMENT 92 1 93 94 95 96 97 98 99 VILLAGE MANAGER 1.1 1.0 0.6 I 0.8 1.0 1.0 1.1 0.6 FINANCE 2.2 2.1 2.0 1.9 1.8 1.8 1.0 0.7 ENGINEERING 0.0 0.0 0.0 0.0 0.0 0.3 0.0 0.0 COMMUNITY DEVELOPMENT 1.0 0.8 1.6 1.7 1.6 1.6 1.0 0.9 PUBLIC WORKS: STREETS 1.5 1.4 1.5 0.9 1.8 1.8 1.1 1.0 UTILITIES MAINTENANCE 1.5 1.4 0.4 0.7 1.2 1.2 1.1 1.2 SEWAGE TREATMENT PLANT 0.4 0.5 0.3 0.3 0.4 0.4 0.6 0.5 TOTAL PUBLIC WORKS 3.4 3.3 2.3 1.9 3.4 3.4 2.8 2.7' POLICE: ADMINISTRATION 0.3 0.4 0.5 0.1 0.0 0.0 0.0 0.0 COMMUNICATIONS 0.5 0.4 0.4 ` 1.6 0.5 0.5 0.0 0.4 PATROL 2.1 2.0 2.0 2.2 1.8 1.8 1.8 1.7 TOTAL POLICE 2.8 2.8 2.9 3.9 2.3 2.3 1.8 2.1 PARKING LOTS 0.4 0.4 0.4 0.3 0.4 0.4 0.0 0.0 TOTAL 10.9 10.5 9.7 10.4 10.5 10.7 7.71 7.0 16 n L 1 1 1 1 1 11 L 1 1 1 1 1 1 �I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 a n 0 c z z n 0 `n m 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 1 1 1 0 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 tearned, expenses incurred, and /or net income is appropriate for capital main- 1 17 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 1 1, 18 ' 1 1 IBUDGET NOTES AND ANALYSIS ' The Village at a Glance Incorporated in 1903 and located 27 miles north of downtown Chicago, the Village is predominantly a community of single family homes. The 1980 Census recorded a population of 17,430 and 5,489 housing units within a land area of 7.0 square miles. ' 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, represented 12% of the Village's tax base and ' contains the major retailing area as well as commercial /light industrial development. This area has grown from a 1983 equalized assessed valuation (EAV) of 26,000,000 to a 1996 EAV of 134,030,598. This includes the increment for a tax incremental financing (TIF) district. Significantly, there is no residential development in this major area. ' 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 Equalized Village Assessed Assessed ' Taxpayer Business Properties Valuation Valuation VMC, Inc. Deerbrook Shopping Center $22,367,861 3.589. Matas Corporation Corporate 500 Center 20,164,847 3.23% ' CarrAmerica Parkway North 19,646,563 3.15% Stein and Company Lake Cook Office Center 17,941,421 2.87% Estate of James Campbell Arbor Lake Center 14,596,061 2.34% Travenol Labs Baxter Office Buildings 13,744,410 2.2090 ' Marriott Corporation Hotels 7,378,007 1.18% Equitable Life Insurance Hyatt Campus Office Park 5,883,981 .94% Draper and Kramer Deerfield Business Center 5,650,694 .919. State Farm Insurance Office Building 5,302,557 .859. $132,676,402 21.26% 1 19 1 The table below lists the ten largest employers in the Village as determined by a Population Serviced 6,050 2,821,917 March 1993 (most current) canvass of employers. Average Daily Pumpage gals. ' Employer Business /Service Number of Employees The Village of Deerfield is governed by a President /Mayor and Board of six Trustees, Baxter Health Care Corporation Health Care Products 1,000 ' Hewitt Associates Management Consulting 734 responsible for the day -to -day operations of the Village and its 108 full time Ill. State Student Assistance Comm Student Loans (State Agency) 550 bargaining unit among Village employees represents the patrol officers. The Village Alliant Foodservice Institutional Food Service 450 (constructed in 1959 and remodeled in 1988/89) , the $980,000 Police Building Fujisawa USA, Inc. Pharmaceuticals 425 ' ' Deerfield School District 109 Elementary School District 300 William M. Mercer, Inc. Management Consulting Firm 300 MMI Companies Insurance 275 Twp. School District 113 High School District 240 ' West Group Publishing 225 The following municipal services and facilities are available in the Village of Deerfield: ' Number of Full -Time Employees (FTE) 108 ' Miles of Streets 70 Miles of Alleys 4 t Miles of Sewers 140 Police Protection: ' Number of Stations 1 Numbers of Police Officers 38 Library Services: Number of Branch Libraries 1 Number of Books 150,000 ' Recreation Facilities: Number of Parks and Playgrounds 20 , Park Area in Acres 288 ' Municipal Water Utility: Population Serviced 6,050 2,821,917 ' Average Daily Pumpage gals. Miles of Water Mains 65+ Other Services ' Municipal and Governmental 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 108 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 modern 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 (also houses the township offices). The Village's $1,500,000 ' public library was constructed in 1971. Recent interior improvements to the library 20 ' 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 t 1 have included an elevator and other accessibility improvements and-a new fiction room in the lower level, completed in 1995. The main floor is currently being renovated, with completion expected in 1998. In 1988 the Village and the Deerfield Park District constructed a $3,300,000 public works garage. A fully funded 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). The Village is served by separate sanitary sewers (65 miles) and storm sewers (65 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. 21 BUDGET CALENDAR I BUDGET PREPARATION AND LEGISLATIVE ENACTMENT FOR FISCAL YEAR 1998 -99 DATES OPERATING TIMETABLE RESPONSIBILITY CENTER January 9 -30 .- Preparation of department Department heads, ..budgets Staff February 2 - All departmental budgets returned to Village Manager for review February 2 -13 - Manager reviews budget with Village Manager, department heads Finance Director, Department heads February 16 - Completed budgets to Finance Finance Department Department for computation and typing; further review when necessary February 27 - Budget to Mayor and Board of Trustees Finance Department for review March 2 -13 - Review by Mayor and Board of Trustees Mayor and Board of Trustees March 2 - Adopt ordinance calling for tentative Board of Trustees budget and publication March 12 - Legal publication of notice of public Staff inspection of budget March 13 - Proposed budget placed on file for Staff review by public March 16 - Commence budget review meetings Mayor and Board of Trustees, Finance Director, Department heads April 2 - Notice of budget hearing Staff April 20 - 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 4 - Board Commentary on 1997 -98 Budget Mayor and Board of Trustees 22 1 1 1 1 1 1 1 1 1 1 1 J 1 1 1 1 1 1 aW zc 00 a �z 0 1 1 h 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 BUDGET NOTES AND ANALYSIS ' 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 POINTS FOR THIS FISCAL YEAR !• Personnel - No additional personnel. See Personnel Schedule, pages 15 -16. • Base Salary Increase - 3.5% * Village property tax decrease ' • No increase in sewer or refuse rates. • Capital Projects - Engineering and Design for major water project (budgeted over the next five years). Financing to be done from a bond issue and internally raised funds. A $5,000,000 bond issue was sold to begin the ' water improvement program. Downtown redevelopment - $18,500,000 for Deerfield Square and $3,800,000 for South Commons • Approximately $30,708,900 to be spent on capital projects. The three largest projects are: Train Station Rehabilitation - $2,000,000 funded by ' Metra, Capital Project 35A, page 150; Brickyards Infrastructure, funded by the Lake Cook Road TIF District, Capital Project 38, page 150; and Downtown Redevelopment, Capital Projects 33 and 34, page 150 funded by TIF /Village Center and developer contribution. ' • Street Rehabilitation Project of 900,000. • Water rate increase from $2.05 to $2.65 for 100 cubic feet. This is the first increase in six years. The funds will go toward water system improvements and a water main replacement program. ANALYSIS OF MAJOR BUDGET POINTS DISCUSSED Increase in Street Rehabilitation program. The program had been stabilized at ' $585,000 since 1993. The Village Engineer indicated that the program was falling behind. The Village increased the budgeted amount to $900,000. Funding is in place through 4/30/2001. The Village will study new revenue sources for capital improvements, including a communications tax. Water System Improvements. The Village has begun planning for water system improvements of approximately $6,000,000. These improvements will consist of additional water storage, pumping and transmission mains. These 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 9), and the only home rule revenue source utilized by the Village is a 5% hotel tax which provides projected revenue of over $1,500,000. 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 looked at in two 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 1 23 Capital Program. In its capital projects program, the Village identifies t 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 this long term focus, the Village uses presentations of projected figures for the operating budget for two future years, in addition to the t budget year, as well as the five year capital project budget. ' Budget Amendment. While it is rare for the Village to amend the budget, the Village can do so. Two - thirds of the corporate authorities then holding ' office may revise the budget providing that funds are available for the , designated purpose. Bond Issues. Two bond issues were sold in 1997 -98, $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 the water fund and the downtown redevelopment bonds will be paid from TIF proceeds. t 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. t 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 146 thru 151. 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 Proiects 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 $900,000 that the Village is spending on street maintenance would eventually save in excess of $5,000,000 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 the street lighting is covered under the Village's franchise agreement with Commonwealth Edison, so electrical costs are free; however, the maintenance of an intersection would be approximately $1000 per month. 1 24 1 F 1 1 1 1 1 1 1 Redevelopment. Redevelopment of the Village's downtown will cost the Village approximately $150,000 in lost sales tax during the period of construction, spread over two fiscal years. It is anticipated that sales tax in the new development will be approximately $300,000 per year. 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 $900,000 for street resurfacing and renovation. In the last ten years the Village has resurfaced or rehabilitated approximately 50t of all streets in the Village. The Village has begun a water system imrovement program which will increase storage, transmission and pumping capacity. 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, 1 25 1 according to Illinois statutes, its available debt limit would be as follows: I Assessed Valuation - 5/1/97* $654,000,000 Legal Debt Limit - 8.625 56,407,500 t Amount of Debt Applicable to Limit 7,955,000 Legal Debt Margin Available 48,452,500 ' *estimated t 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 assessed value is 1.22, ' approximately .40 of its estimated full values. This compares with a median average of 1.430 of estimated full value for cities of 10,000- 24,999 in Moody's 1993 summer report. ' 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. t MAJOR REVENUES IN EXCESS OF $800,000 Property Tax - The Village's 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 14. 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 - 24%, Pensions - 40%, Refuse Services -25W, Street Department - 11%. ' 26 1 1 1 1 1 1 1 1 1 FJ 1 1 1 1 1 1 I' LJ 1 � I 1 Sales Tax - $2,425,000 projected - The sales tax 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 a slight reduction from fiscal year 1997 -98 due to the continuation of construction on one of the Village's major retail corridors. Income Tax - $1,150,000 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 - $1,500,000 projected - This revenue estimate is based on historic occupancy levels and room charges. Interest Earnings - $2,182,000 projected - The largest dollar amount of interest is earned in the Police Pension Fund, where $1,225,000 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 $957,000 in interest revenue is based on a 90 -day treasury bill earning at a rate of 5.00 %. User Charges - Budgetary policy requires that those funds which can be reasonably financed by a user charge be so financed. Water - $3,125,000, the budgeted amount for water sales, is based on the rate of $2.65 per 100 cubic feet. Sewer - $1,420,000, the budgeted amount for sewer charges, is based on current usage and the sewer charge of $1.55 per 100 cubic feet. The last increase of twenty cents per 100 cubic feet was enacted on April 18, 1994. Refuse - $330,000, the budgeted amount for refuse billing, is based on the existing rate and the existing number of homes. 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. FINANCIAL CONDITION OF THE FUNDS Fund - The fund is a self balancing group of accounts which includes revenues, expenditures, assets and liabilities. Each fund has some specific purpose, either funding a pension, providing for the treatment of sewage, or funding capital maintenance or replacement programs. The way to distinguish a fund from an activity is that a fund will have exclusive revenue items as well as expenditures. Normally expenses are to be balanced with revenues within a fund. 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 Scavenger Fund and the Emergency Services Fund. 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 additions to General Fund Revenue. 3. Revenue continuing to expand at a sustainable rate. 4. Debt levels are low compared to national levels. 27 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. These projections indicate a possible increase.in sewer rates. COMMUNITY EVENTS A 400 unit subdivision which will be a mixture of single family homes, townhomes, and condominiums is nearing completion. The project was started in November 1994 and will be completed in 1999. The Village will not expand its construction inspection staff but will use outside services for some plan review. METRA is in the process of constructing a commuter station at the south end of the Village. The station will have approximately 500 parking spaces in the first phase with the addition of 200 when the station becomes permanent. The parking lot will be run by METRA. No Village funds are required. A temporary station became operational in January of 1996. The State of Illinois and Cook County are currently building an underpass at Lake Cook Road and the METRA train tracks. This is a two year project scheduled for completion in 1998. The only Village funds to be used are $234,000 over a three year period for the relocation of Village utilities in the right -of -way. The Village anticipates that there will be a negative impact on sales tax due to construction. Home Depot is under construction with an anticipated completion date of November 1998. Additional municipal sales taxes are anticipated to be $400,000. DOWNTOWN REDEVELOPMENT Southwest Ouadrant: An area comprised of approximately 17 acres is the subject of a redevelopment agreement which will require the razing of approximately 140,000 square feet of retail, office and residential properties which will be replaced by 255,000 square feet of retail and office space. The development is being built by CRM Properties, Inc. The Village is acquiring land and anticipates that construction will begin in late summer. The project has a total cost estimate of $60,000,000 with a Village contribution of $8,000,000. Southeast Quadrant: The Village has just named Mesirow Stein as 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. Most of the land has been acquired, and construction could begin as early as fall of 1998. South Commons. The Village has named James Brothers as the developer of South Commons, an area southwest of the downtown area. The plan calls for approximately 150 units of condominiums and townhouses on approximately 10 acres. A redevelopment plan is being drafted, James is going through the land use process, and the Village is acquiring the land. Construction may begin in the fall of 1998. 1 1 jl 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 28 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 � O ?. Z m d � E. cc <� z y' c o' 1 1 1 1 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 ' 1996 -97 ACTUAL 1997 -98 BUDGET 1997 -98 ESTIMATE 1998 -99 PROPOSED ' REVENUE: Municipal Sales Tax $ 2,484,458 $ 2,550,000 $ 2,550,000 $ 2,425,000 Local Use Tax 182,924 182,000 185,000 189,000 State Income Tax 1,042,073 1,075,000 1,140,000 1,150,000 Hotel Tax 1,464,815 1,400,000 1,500,000 1,500,000 Beer - Liquor Licenses 55,100 56,000 54,830 54,000 Food Licenses 4,992 5,000 5,000 5,000 Other Business Licenses 37,437 32,500 37,500 32,500 Animal Licenses 4,812 0 0 0 ' Non - Business Licenses 51,324 47,000 52,000 47,000 Building Permits 267,393 150,000 300,000 200,000 Special Police Services 72,709 71,000 71,000 71,000 tDispatching Services 113,782 1141000 114,000 114,000 Engineering Charges 9,148 6,000 29,000 50,000 Ordinance Violations 321,884 310,000 341,670 345,000 ' Interest Earnings 591,597 300,000 510,000 300,000 ' Rental Income Miscellaneous 33,220 34,264 43,600 27,500 11,600 57,700 6,600 27,500 False Alarms 44,575 25,000 40,000 40,000 ' Franchise Fees - Cable TV 137,480 136,000 130,000 136,000 Franchise Fees - Telephone 90,037 90,000 100,000 100,000 Telecommunication Fees 15,125 14,000 20,000 20,000 ' State Grants 0 0 500 0 Federal Grants 0 0 45,000 52,000 Sale of Land 1,000 0 0 0 ' Transfer Charges 60,000 60,000 60,000 60,000 Transfer to Other Funds (1,981,518) _(250,000) _(776,600) _(250,000) ' TOTAL REVENUE $ 5,138,632 $ 6,444,600 $ 6,578,199 6,674,600 $ ' TOTAL EXPENDITURES $ 5,593,987 $ 6,329,987 $ 6,003,843 $ 6,592,610 NET CHANGE $ (455,355)$ 114,613 $ 574,356 $ 81,990 ' 29 ADMINISTRATIVE DIVISION and PUBLIC SAFETY DIVISION SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED General Fund 1999 -00 2000 -01 PROJECTED PROJECTED REVENUE: Municipal Sales Tax $ 2,640,000 $ 3,080,000 Local Use Tax 194,000 194,000 State Income Tax 1,200,000 1,225,000 Hotel Tax 1,550,000 1,600,000 Beer- Liquor Licenses 54,000 60,000 Food Licenses 5,000 5,000 Other Business Licenses 32,500 32,500 Animal Licenses 0 0 Non - Business Licenses 47,000 47,000 Building Permits 175,000 100,000 Special Police Services 71,000 71,000 Dispatching Services 114,000 114,000 Engineering Charges 5,000 5,000 Ordinance Violations 345,000 345,000 Interest Earnings 250,000 300,000 Rental Income 6,600 6,600 Miscellaneous 27,500 27,500 False Alarms 40,000 40,000 Franchise Fees - Cable TV 136,000 136,000 Franchise Fees - Telephone 100,000 100,000 Telecommunication Fees 20,000 20,000 State Grants 0 0 Federal Grants 42,000 20,000 Sale of Land 0 0 Transfer Charges 75,000 75,000 Transfer to Other Funds (150,000) (150,000) TOTAL REVENUE $ 6,979,600 $ 7,453,600 TOTAL EXPENDITURES $ 6,746,030 $ 6,913,030 NET CHANGE $ 233,570 $ 540,570 30 1 1 1 1 1 1 f] 1 1 1 1 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 who serve gratis. BOARDS, COMMISSIONS, AND COUNCILS There are nineteen independent commissions, councils, and boards authorized by the Mayor and Trustees or required by State law that are appointed to advise and assist the Board of Trustees in its policy decisions. These councils also conduct hearings that pertain to their function. All positions on these boards are non - salaried. Board of Local Improvements - Consists of seven members (the Mayor and the Board of Trustees). Makes recommendations to the Trustees regarding those things that it feels should be done to improve the Village by special assessment, special taxation, or otherwise. The Village Clerk is secretary to the Board. Plan Commission - Consists of seven members plus the Mayor (ex- officio), serving three -year overlapping terms, except the Mayor who serves a four -year term. Members are appointed by the Mayor with the advice and consent of the Board of Trustees, and the chairman is designated for a one -year term in the same manner. The Planning Commission is responsible to the Board of Trustees for holding public hearings and making recommendations regarding the Comprehensive Plan, annexation, sub - division, and zoning (land use, ratio of building to land area, and building height). 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. No more than two members may be from the same political party. Appointed by the Mayor with the advice and consent of the Board of ' Trustees. Responsible for all appointments, promotions, and dismissals in the police force; 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 1 31 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 problems. 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 and makes recommendations regarding issuance of building permits for non - residential structures. 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. 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, makes plans or initiates on matters which directly or indirectly affect the development or redevelopment of the Village Center District. 1 u 1 1 1 C 1 1 1 1 1 1 1 1 1 1 32 1 1 1 ' 14. Energy Advisory and Resource Recovery Commission - Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees for three -year overlapping ' terms. Its responsibilities include advising the Board and initiating matters related to the recovery of resources (recycling) and energy conservation. ' 15. Cable and Telecommunications Commission - Consists of nine members, appointed by the Mayor with the advice and consent of the Board of Trustees, for three -year overlapping terms. Regulates the use of the Village's right -of -way by ' telecommunications service providers. Regulates rates for basic cable TV service and the equipment used to receive basic service. Administers the Village's Public Access TV System, including operating the new Deerfield InfoChannel. Resolves ' customer service complaints from residents. 16. Cemetery Association - Consists of three members appointed by the Mayor with the advice and consent of the Board of Trustees ' for indefinite terms. Arrange for the care and maintenance of the Deerfield Cemetery. 17. Appearance Review Committee - Consists of five 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. 18. Sister City Committee - Consists of five members appointed by ' the Mayor with the advice and consent of the Board of Trustees for indefinite terms. Communicates with and maintains friendly relations with Ludinghausen, Germany. ' 19. Stormwater Management Committee - Consists of seven members appointed by the Mayor with the advice and consent of the Board of Trustees for indefinite terms. Responsible for making recommendations to the Mayor and Board of Trustees ' regarding improvements to the storm and sanitary sewer systems. 1 1 1 1 1 1 VILLAGE CLERK The Village Clerk is responsible for the maintenance of the official records of the Village as required by statute and by the Mayor and Board of Trustees. The Clerk acts as custodian of the Village seal which is required on many documents, publishes legal notices, oversees Village elections, and performs other duties as stated in statute or ordinance. Appointed by the Mayor and Board of Trustees, the Village Manager serves as the Village Clerk. 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 29 and 30. 1 33 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 34 EXPENDITURES DEPARTMENT Village Manager's, Finance SUMMARY Comm Dev, Engineering ACTUAL BUDGET ESTIMATE PROPOSED 1996 -97 1991 -98 1997 -98 1998 -99 $ 918,255 $ 967,400 $ 945,401 $1,012,340 9,401 10,760 11,160 12,230 130,345 145,270 120,900 150,960 112,859 152,800 116,529 169,570 179 500 500 500 14,118 82,600 27,260 79,450 34,162 44,200 41,301 46,190 28,885 28,500 35,080 61,550 25,369 29,275 29,048 31,100 226 3,000 0 0 3,314 4,000 2,400 4,000 53,615 71,250 70,858 73,250 4,406 4,400 4,399 4,550 40,950 51,000 40,251 51,000 154,859 203,800 189,200 199,300 127,874 127,700 128,700 135,300 45,185 37,000 29,400 37,000 27;377 33,100 32,750 34,500 2,088 2,650 2,600 2,650 632 1,000 1,000 1,000 853 1,000 1,000 1,000 19,041 25,800 19,050 15,000 35,000. 41,000 41,000 41,000 $1,788,994 $2,068,005 $1,889,787 $2,163,440 $114.88 $120.18 ADMINISTRATIVE DIVISION ' FUNDING SOURCE General Fund SUMMARY OF EXPENDITURES BY CATEGORY 1 1996-97 ACTUAL IBUDGET CATEGORIES DEPARTMENT Village Manager's, Finance Comm Dev, Engineering 1998 -99 1997 -98 1997 -98 1998 -99 BUDGET BUDGET ESTIMATED PROPOSED OVER /UNDER 1997 -98 BUDGET ' Personal Services $1,058,001 $1,123,430 $1,077,461 $1,175,530 $ 52,100 5111,5113,5114 Other Services 47,433 5210,5211,5214,5215,5216 5231 ' Contractual 481,727 5115,5315,5316,5317,5318 ' Commodities 147,792 5116,5212,5213,5424,5428 5431,5434,5419 123,275 63,107 119,100 (4,175) 572,300 504,080 592,170 19,870 182,200 185,089 220,640 38,440 ' Capital Outlay 54,041 66,800 60,050 56,000 (10,800) 6111,6415,6513,7317 ' TOTALS $1,788,994 $2,068,005 $1,889,787 $2,163,440 $ 95,435 35 ADMINISTRATIVE DIVISION FUNDING SOURCE General Fund SUMMARY OF EXPENDITURES BY CATEGORY PROJECTED BUDGET CATEGORY Personal Services 5111,5113,5114 Other Services 5210,5211,5214,5215,5216 5231 Contractual 5115,5315,5316,5317,5318 Commodities 5116,5212,5213,5424,5428 5431,5434,5419 Capital Outlay 6111,6415,6513,7317 TOTALS 36 DEPARTMENT Village Manager's, Finance Comm Dev, Engineering 1999 -00 2000 -01 PROJECTED PROJECTED $1,210,730 $1,246,960 99,560 100,120 592,300 602,520 222,630 201,310 57,000 57,500 $2,182,220 $2,208,410 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ADMINISTRATIVE DIVISION BUDGET ANALYSIS 1998 - 1999 PROPOSED BUDGET $2,163,440 1997 - 1998 BUDGET 2,068,005 INCREASE $ 95,435 PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114- -Part Time) Annual Salary Adjustments $ 45,100 To Bring All Positions Up to Budgeted FQE 7,000 CHANGES IN PERSONAL SERVICES OTHER SERVICES: (5210 -- Equipment Rental; 5211 -- Repairs & Maintenance; 5214 -- Communications; 5215 -- Rental Property Repairs; 5216- - Utility Services; 5231 - -MV Maintenance) $ 52,100 Decrease in Repairs and Maintenance: Building - Completed Projects $ (3,300) Building Maintenance - Rental Property (3,000) Increase in Postage and Telephone 11500 Miscellaneous Increases 625 CHANGES IN OTHER SERVICES $ (4,175) CONTRACTUAL SERVICES: (5115 -- Benefits; 5315- - Insurance; 5316 -- Professional; 5317 -- Contractual; 5318- - Senior Assistance, Historical Society) Increase in Benefits: Medical and Dental Insurance Decrease in Professional Services: $ 21,970 Cable Commission (5,000) Increase in Equipment Maintenance 1,600 Increase in Contractual Services - Other 1,000 Miscellaneous Increases 300 CHANGES IN CONTRACTUAL SERVICES $ 19,870 37 COMMODITIES: (5116 -- Apparel; 5212 -- Travel, Training, etc.; 5213 -- Printing & Advertising; 5419 -- Petroleum Products; 5424- - Miscellaneous; 5428 -- Materials; 5431- -Small Tools & Equipment; 5434 -- Supplies) Increase in Mailings - D -Tales $ 31,600 Increase in Supplies 1,400 Increase in Printing - Legal Notices 1,500 Increase in Dog Pound 1,000 Increase in Costs for Plaza (Revenue Related) 1,500 Miscellaneous Increases 1,440 CHANGES IN COMMODITIES CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 6513 - -Land Acquisition; 6415 -- Improvements Other Than Buildings; 7317 -- Vehicle and Equipment Replacement) Decrease in Equipment, See Appendix A CHANGES IN CAPITAL OUTLAY 38 $ 38,440 $ (10,800) $ (10, 800) TOTAL INCREASE $ 95,435 1 1 1 1 In u 1 1 1 1 1 1 � I 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, Administrative 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 Village Manager's Department Objectives for the 1998 -99 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 development 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 in the Village, and program the Village InfoChannel to provide all residents with up -to -date information. Village Center Development - Pursue retail redevelopment of both the southeast and southwest quadrants and multi - family redevelopment of the South Commons (22 acres). Illinois Tollway - Continue working with the Illinois Tollway in their plans to remove the Deerfield Plaza by the end of 1998 and in securing a northbround ramp at Lake Cook Road. METRA Lake Cook Parcel - work with the developers and METRA in developing the 24 acre site with a new train station, Home Depot, and private retail development. 1 39 Water Projects - Finalize plans with Highland Park for major improvements to both water systems, including new transmission lines and reservoir capacity within Deerfield. Work Statistics 1994 1995 1996 1997 Ordinances Passed 51 47 48 55 Resolutions Passed 14 17 11 17 Village Board Meetings 24 25 24 25 D -Tales Published 6 6 6 6 Business Licenses Issued 90 88 90 91 Liquor Licenses Issued 35 35 33 33 Vending Licenses Issued 231 212 204 180 Parking Permits Issued 725 723 724 725 Distributions to Mayor and Board 52 52 52 52 Community Development Group Meetings 24 24 24 24 Cable & Telecommunications Commission Meetings 11 32 18 16 Energy Advisory Commission Meetings 8 5 3 2 Accomplishments for 1997 -1998: New Development: Opened Harry & Jeanette Weinberg Community for Senior Living on Lake Cook Road. Approved a Development Agreement and Final Plat for the remaining vacant parcel in the Brickyards. This seven acre property will be developed for three office buildings and a possible restaurant. Completed construction of a 125,000 sq. ft. office building at the northwest corner of Lake Cook and Wilmot Roads which will house Fort James Corporation, a multi - billion dollar paper product company. With significant help from the Cable and Telecommunications Commission, the Village approved a new Franchise Agreement for Cable TV and authorized the transfer of the operation from Post - Newsweek to TCI of Lake County. Public Improvements: Approved METRA plans to remodel the Deerfield Road train station with a concerted effort made to retain historical significance. Estimated cost of $2,000,000. After 2 -1/2 difficult years of construction, the Lake Cook Road underpass was finally completed. The period was particularly difficult for local retail businesses and affected the Village's sales tax receipts. Construction was completed (final surface course to be applied next spring) at the key intersection of Waukegan Road and Kates Road. The highlight of this improvement is that the Village was able to leverage funds negotiated from Optima with an IDOT grant to pay for intersection/ traffic signal improvements costing $850,000. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 f� 40 1 EXPENDITURES VILLAGE MANAGER'S DEPARTMENT Village Manager's 10 -1002 ACTUAL BUDGET ESTIMATE PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $ 219,495 $ 245,000 $ 227,000 $ 254,800 2,538 3,500 4,500 4,680 26,075 'DIVISION 20,000 Administrative 23,526 FUNDING SOURCE 23,500 General Fund 4,532 2,000 ACCOUNT NUMBER ' AND CLASSIFICATION 17,000 5111 Salaries ' 5113 Overtime 5,181 5114 Part Time ' 5115 Benefits 38,159 5211 Repairs & Maintenance 1,000 5212 Travel, Training, etc. ' 0 0 0 5213 Printing and Advertising 700 5214 Communications 5,500 ' 5218 Miscellaneous 500 5231 MV Maintenance 6,238 5316 Professional ' 5317 Contractual 5412 Supplies 5419 Petroleum Products ' 6111 Equipment ' 7317 Vehicle +Equip Replacement TOTAL ' Per Capita Cost EXPENDITURES VILLAGE MANAGER'S DEPARTMENT Village Manager's 10 -1002 ACTUAL BUDGET ESTIMATE PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $ 219,495 $ 245,000 $ 227,000 $ 254,800 2,538 3,500 4,500 4,680 26,075 36,000 20,000 37,320 23,526 30,000 23,500 34,050 4,532 2,000 1,500 2,000 16,555 19,800 17,000 20,500 13,833 13,100 20,400 44,700 5,181 7,500 6,899 7,700 32,642 45,500 38,159 46,500 1,366 1,000 1,000 1,000 900 0 0 0 1,714 700 700 1,000 3,826 5,500 5,000 5,500 418 500 500 500 6,238 5,000 4,000 5,000 7,000 7,000 7,000 7,000 $ 365,838 $ 422,100 $ 377,156 $ 472,250 $23.45 $26.23 41 FINANCE DEPARTMENT The Village's Finance Department provides all accounting services, performs investment and cash management activities and coordinates capital financing, purchasing, budget preparation and control, as well as audit preparation and compliance. As required by statute, the Treasurer provides regular reports 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 and Treasurer coordinates all of the financial affairs of the Village, establishes and maintains necessary controls, and supervises the employees and activities of the Finance Department. The Objectives of the Finance Department for the 1998 -99 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 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. r� 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 42 , 1 ' Provide budget preparation support to the Village Manager and operating departments to assure accuracy and timely submission to the 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 report. Work Statistics 1994 1995 1996 1997 ' Checks written 8,846 8,677 9,170 9,311 Water, sewer and garbage bills issued 28,892 29,552 30,005 30,248 Animal licenses sold 1,299 1,224 928 NA ' Vehicle licenses sold and transferred 12,700 12,615 12,906 13,220 Investment transactions 47 72 42 46 Journal posting (based on 1 -month sample) 8,388 8,388 9,084 10,548 ' Interest earnings - Village 4.956% 5.8269. 6.049. 5.676 90 -day T -bill benchmark rate 4.955% 5.505% 5.3790 5.1490 Accomplishments 1997 -98 ' As noted above, the Village has earned interest at .53% above the 90 day T -Bill benchmark rate while at all times protecting the safety of principal. ' Set up a sweep account to earn the maximum return on all idle funds. 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.' In the current fiscal year the Finance Department is beginning the preparation for a $17,000,0.00 bond issue to be utilized for the purchase ' of property and construction for the downtown redevelopment. It is anticipated that, in addition, a $4,000,000 bond issue will be required to complete the project. ' Issued $5,000,000 General Obligation Debt in December 1997 for water system improvements. The village was assigned a Aaa rating from Moody's Investors Service, Inc. We have been able to keep our insurance costs relatively constant for the last eight years despite increased payroll and property coverage because of joining MICA, a general lines insurance pool. For thirteen years the Finance Department has been the recipient of the Certificate of Achievement for Excellence in Financial Reporting, and for the seventh 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 1999 Budget and Audit once again will meet or exceed the criteria. 1 43 DIVISION Administrative FUNDING SOURCE General Fund ACCOUNT NUMBER AND CLASSIFICATION 5111 Salaries 5113 Overtime 5114 Part Time 5115 Benefits 5211 Repairs & Maintenance 5212 Travel, Training, etc. 5213 Printing and Advertising 5214 Communications 5215 Rental Property Repairs 5216 Utility Services 5218 Miscellaneous 5315 Insurance 5316 Professional 5317 Contractual 5318 Subsidies 5412 Supplies 5428 Materials 5431 Small Tools & Equipment 6111 Equipment 7317 Vehicle +Equip Replacement TOTAL Per Capita Cost 44 EXPENDITURES FINANCE DEPARTMENT 10 -1001 ACTUAL BUDGET ESTIMATE PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $ 350,796 $ 369,000 $ 365,000 $ 390,000 1,646 2,600 2,000 2,700 31,696 33,000 27,000 34,320 46,084 61,500 45,500 71,530 9,072 76,000 20,950 71,000 8,357 8,900 8,900 10,000 5,043 6,000 5,201 6,500 18,625 20,000 20,529 21,500 226 3,000 0 0 3,314 4,000 2,400 4,000 20,859 25,000 32,000 26,000 40,950 51,000 40,251 51,000 135,351 189,000 174,000 184,000 102,381 97,500 100,000 107,000 45,185 37,000 29,400 37,000 12,762 15,000 15,200 15,500 632 1,000 1,000 1,000 853 1,000 1,000 1,000 8,390 8,000 3,000 8,000 20,000 22,000 22,000 22,000 $ 862,221 $1,030,500 $ 915,331 $1,064,050 $57.24 $59.11 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 1998- ' 99 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. 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. 1 1 1 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 45 Work Statistics 1994 1995 1996 1997 Licenses and Permits: Residences 38 150 158 35 Additions and Alterations 149 139 114 156 Garages 29 31 28 25 Garage Sale and Temporary Use Permits 289 305 272 261 Miscellaneous 750 735 630 799 Total Licenses and Permits 1,255 1,360 1,202 1,276 Zoning Appeals Cases 6 5 3 5 Board of Building Appeals Cases 3 0 0 0 VCDC Meetings 7 10 10 9 Appearance Review Meetings 8 11 6 9 I -Z District Proposed Text Amendments 0 0 0 1 Planning Commission: Public Hearings 18 24 23 26 Continued Public Hearings 7 13 6 6 Substantial Conformance Petitions 14* 2 ** 4 7* Prefiling Conferences 7 3 13 9 Miscellaneous Requests 1 1 0 2 Comprehensive Plan Meetings 0 11 0 0 *Includes 3 modifications of PUD (Planned Unit Development) * *Includes 1 modification of PUD 11 11 it Accomplishments for 1997 -98: Performed 1942 building inspections. Reviewed and issued 1006 permits which surpasses the number of permits reviewed and issued in 1994 which was a record high of 966 for the Village. Worked on the negotiation of Development Agreements for the following properties: 1. Flodstrom -Lake Cook Road (office development) 2. Home Depot /Metra -Lake Cook Road (retail, railroad station) 3. Malk /Southwest Quadrant of the Village Center (commercial /office) 4. Taxman /Southeast Quadrant of the Village Center (commercial /office) 5. South Commons Residential Development Worked on creation of a RFQ (Request for Qualification) and the selection of a developer for the South Commons residential project. Worked on the development 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 Jewett Park skating facility. 46 1 EXPENDITURES 'DIVISION Administrative FUNDING SOURCE ' General Fund COMMUNITY DEVELOPMENT ' ACCOUNT NUMBER AND CLASSIFICATION 4,660 4,850 72,574 72,770 72,770 Salaries '5111 5113 Overtime 55,280 5114 Part Time ' 5115 Benefits 4,500 5116 Apparel 6,408 5211 Repairs & Maintenance ' 9,442 9,000 9,000 5212 Travel, Training, etc. 1,300 5213 Printing and Advertising ' 5214 Communications 650 5218 Miscellaneous 3,000 5231 MV Maintenance ' 5316 Professional 21,976 5317 Contractual '5412 8,156 Supplies 10,400 5419 Petroleum Products 1,400 1,400 Equipment '6111 7317 Vehicle +Equip Replacement ' 5,000 TOTAL 9,000 9,000 Per Capita Cost 1 DEPARTMENT Community Development 10 -1003 ACTUAL BUDGET ESTIMATE PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $ 288,309 $ 292,000 $ 292,000 $ 303,680 5,218 4,660 4,660 4,850 72,574 72,770 72,770 75,680 36,250 53,220 40,660 55,280 179 500 500 500 515 4,500 4,810 6,350 6,408 12,100 12,101 12,090 9,442 9,000 9,000 9,900 1,127 1,300 1,300 1,450 15 650 650 650 2,558 3,000 3,000 3,100 0 3,200 3,200 3,200 21,976 27,500 27,500 27,000 8,156 10,400 10,400 10,800 835 1,400 1,400 1,400 1,254 11,800 11,800 1,000 5,000 9,000 9,000 9,000 $ 459,814 $ 517,000 $ 504,751 $ 525,930 $28.72 $29.22 47 ENGINEERING DEPARTMENT The Engineering Department provides technical design services and oversight for Village construction projects, reviews development plans to assure compliance with Village ordinances, supervises operation of the Wastewater Reclamation Facility, and advises the Mayor and Board, as well as other departments on engineering matters. The department is supervised by the Director of Public Works and Engineering and staffed by the Assistant Village Engineer. The Departmental Objectives for the 1998 -99 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 construction projects for 1998 -99 are: The 1998 Street Rehabilitation Program including: Warrington Road (Cumnor to Deerfield) Knollwood Road (Margate to Kingston) Beverly Place (Margate to Deerfield) Kingston Terrace (Warrington to Beverly) Margate Terrace (Oxford to Meadowbrook) Grove Place (Central to Shepard Jr. High) Design and construct a permanent traf f is signal and roadway widening on Waukegan Road at North Avenue. Complete the Phase I report for the rehabilitation of the Deerfield Road Bridge over the Middle Fork. Complete the first round of water system improvements, including the planning study and report, the design of a new reservoir, and the engineering related to the large diameter transmission main. Design and construct water main replacements on a portion of Woodvale and a portion of Kenton. Complete the remediation of underground storage tanks to meet federal requirements. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 48 1 1 ' Construct the Robert York extension to Coromandel. Design and construct off -site improvements related to the Deerfield Square Developments. Demolition of that portion of the southeast quadrant necessary for Downtown Redevelopment. Work Statistics 1994 1995 1996 1997 Approval of Work Completed and Payment Requests on Contracts 48 85 81 111 Number of Purchase Orders Processed (payments)130 112 127 121 Letters of Credit Received 11 10 11 9 ' Number of Projects Administered 16 19 23 35 Accomplishments for 1997 -1998: ' The Waukegan /Kates Road Safety project including road widening and resurfacing; Kates Road realignment; signal modernization; new signal installation at Oakmont Drive; and Whitehall Nursing Home ' entrance modifications. The 1997 Street Rehabilitation Program including Colony, Cody, Wicklow, Spruce, Dartmouth (east of Wilmot) , Mallard Lane, Pembroke and Circle Courts and portions of Kenmore, Birchwood, Arbor Vitae, ' Cedar Terrace, Greenwood and Fair Oaks between Oakley and Chestnut. Design and construct a new temporary traffic signal for the intersection of Waukegan Road and North Avenue. The modernization of the traffic signal at Deerfield Road and Kenton /Kipling. Construct the modification to the Public Works salt storage building. Construct a sidewalk on the north side of Deerfield Road, from Heather Road to the east Village limits. 1 1 1 1 1 1 1 49 EXPENDITURES DIVISION Administrative DEPARTMENT FUNDING SOURCE F.nninaarinrr General Fund ENGINEERING 10 -1004 ACCOUNT NUMBER ACTUAL BUDGET ESTIMATE PROPOSED AND CLASSIFICATION 1996 -97 1997 -98 1997 -98 1998 -99 5111 Salaries 5114 Part Time 5115 Benefits 5211 Repairs & Maintenance 5212 Travel, Training, etc. 5213 Printing and Advertising 5214 Communications 5218 Miscellaneous 5231 MV Maintenance 5316 Professional 5317 Contractual 5412 Supplies 5419 Petroleum Products 6111 Equipment 7317 Vehicle +Equip Replacement TOTAL Per Capita Cost 50 $ 59,655 $ 61,400 $ 61,400 $ 63,860 0 3,500 1,130 3,640 61999 8,080 6,870 8,710 0 100 0 100 2,843 3,400 3,300 3,600 567 400 480 450 436 475 319 450 99 100 50 100 483 400 400 450 18,608 11,600 12,000 12,100 1,804 2,000 500 300 2,633 2,200 2,150 2,700 835 750 700 750 3,159 1,000 250 1,000 3,000 3,000 3,000 3,000 $ 101,121 $ 98,405 $ 92,549 $ 101,210 $5.47 $5.62 1 1 J 1 1 1 1 1 1 1 1 1 1 i 'v c C. Z ' C7 D ' Z 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 ' 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 1 1 Fj 1 1 1 1 1 1 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 implement and enhance the following projects during the 1998 -99 fiscal year: The Deerfield Police Department will expand the Community Policing effort by developing programs and services which meet the specific needs of Deerfield's Senior Citizen population. This effort will be accomplished by designating and training police officers to act as a liaison to Deerfield's Senior Facilities and Associations. Work Statistics Calls for Service Accidents: Personal Injury Property Traffic Tickets Compliance Citations Parking Citations Crime Index* Criminal Arrests Domestic Trouble Vandalism Traffic Enforcement Index (Tickets per Injury Accident) 1994 1995 1996 1997 11,679 12,258 11,889 11,768 98 102 95 102 622 653 613 708 3,611 3,329 3,473 3,590 2,539 2,647 2,915 2,982 5,203 5,205 5,676 5,653 284 317 384 339 538 704 632 711 102 87 111 105 130 119 135 126 63 59 67 59 1 51 1 *Crime Index: Index crimes as defined by the International Association of ' Chiefs of Police Committee on Uniform Crime Reports includes "Violent Crimes ": murder non - negligent manslaughter, aggravated criminal sexual assault, robbery, aggravated battery, and aggravated assault. Also included are "Property Crimes ": burglary, theft, larceny, motor vehicle ' theft and arson. Accomplishments during 1997 -1998: ' The past fiscal year saw the addition of six new police officers, two of which are funded by a U.S. Department of Justice C.O.P.S. grant, and the promotion of four officers to various ranks including Deputy Chief, ' Commander, and Sergeant. Significant time and energy has been dedicated ° to training these new or newly promoted officers. A random check of Calls for Service documented that the stated objective ' of a response within three minutes for emergency calls and five minutes for non - emergency calls continued to be met in 1997. According to the most recently available Lake County Violent Crime I statistics, Deerfield is rated as the safest community in the County. 1 1 1 L 1 1 1 1 1 1 1 52 1 EXPENDITURES DEPARTMENT Police SUMMARY ACTUAL BUDGET ESTIMATE PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $2,690,700 $2,952,350 $2,917,142 $3,070,460 146,041 145,682 132,630 'DIVISION 84,477 61,910 Public Safety 322,595 FUNDING SOURCE ' General Fund 41,500 ' ACCOUNT NUMBER AND CLASSIFICATION 44,500 23,026 24,000 22,893 5111 Salaries 36,360 5113 Overtime 9,640 5114 Part Time ' 5115 Benefits 33,070 5116 Apparel 7,100 5211 Repairs & Maintenance ' 34,000 31,365 34,000 5212 Travel, Training, etc. 109,460 5213 Printing and Advertising ' 5214 Communications 35,759 5218 Miscellaneous 76,610 34,079 MV Maintenance '5231 5315 Insurance 34,500 5316 Professional '5317 22,700 Contractual 22,700 5412 Supplies 200,000 210,000 Petroleum Products '5419 6111 Equipment 7317 Vehicle +Equip Replacement ' TOTAL Per Capita Cost t EXPENDITURES DEPARTMENT Police SUMMARY ACTUAL BUDGET ESTIMATE PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $2,690,700 $2,952,350 $2,917,142 $3,070,460 146,041 145,682 132,630 151,520 84,477 61,910 63,290 64,410 322,595 418,280 358,579 429,480 41,500 44,500 44,500 44,500 23,026 24,000 22,893 24,000 34,420 36,360 31,327 36,140 9,640 8,000 5,560 8,000 23,853 29,700 33,070 36,350 5,911 7,100 5,990 6,100 32,316 34,000 31,365 34,000 113,043 130,000 109,460 130,000 3,534 4,900 4,620 4,900 35,759 67,500 611600 76,610 34,079 40,500 37,350 43,500 25,052 34,500 331540 36,500 29,047 22,700 21,140 22,700 150,000 200,000 200,000 210,000 $3,804,993 $4,261,982 $4,114,056 $4,429,170 $236.75 $246.04 53 PUBLIC SAFETY DIVISION FUNDING SOURCE DEPARTMENT General Fund SUMMARY OF EXPENDITURES Police BY CATEGORY 54 1998 -99 1996 -97 1997 -98 1997 -98 1998 -99 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER /UNDER 1997 -98 BUDGET CATEGORIES BUDGET Personal Services $2,921,218 $3,159,942 $3,113,062 $3,286,390 $ 126,448 5111,5113,5114 Other Services 79,194 87,700 87,328 94,350 6,650 5211,5214,5231 Contractual 474,931 620,680 534,258 640,990 20,310 5115,5315,5316,5317 Commodities 150,603 170,960 158,267 174,740 3,780 5116,5212,5213,5419,5424 5434 Capital Outlay 179,047 222,700 221,140 232,700 10,000 6111,6212,7317 TOTALS $3,804,993 $4,261,982 $4,114,056 $4,429,170 $ 167,188 54 ' FUNDING SOURCE General Fund IBUDGET 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 t t PUBLIC SAFETY DIVISION DEPARTMENT SUMMARY OF EXPENDITURES Police BY CATEGORY PROJECTED 1999 -00 2000 -01 PROJECTED PROJECTED $3,384,960 $3,486,530 99,150 103,600 661,500 689,090 181,500 187,400 236,700 238,000 $4,563,810 $4,704,620 55 POLICE DEPARTMENT BUDGET ANALYSIS 1998 - 1999 PROPOSED BUDGET $4,429,170 1997 - 1998 BUDGET 4,261,982 INCREASE $ 167,188 PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114 - -Part Time) Changes in Personnel Costs: Annual Salary Adjustments $126,448 (C.O.P.S. grant to reimburse approximately $50,000 of salaries) CHANGES IN PERSONAL SERVICES $126,448 OTHER SERVICES: Increase in Telephone Telephone Increase in (5211 -- Repairs & Maintenance; 5214 -- Communications; 5231- - MV Maintenance) Communications: $ 2,000 Cellular 911 4,350 Postage 300 CHANGES IN OTHER SERVICES $ 6,650 CONTRACTUAL: (5115 -- Benefits; 5315 -- Insurance; 5316 -- Professional; 5317- - Contractual) Increase in Medical and Dental Insurance $ 700 Increase in Benefits: School 4,500 Miscellaneous 6,000 Increase in Contractual Equipment Maintenance 8,000 Increase in Contractual -Other Crime Lab /NIPAS 11110 CHANGES IN CONTRACTUAL SERVICES $ 20,310 56 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 Decrease in Training - Travel $ (220) Increase in Petroleum Products 2,000 Decrease in Advisory Boards (1,000) Increase in Supplies 3,000 CHANGES IN COMMODITIES $ 3,780 CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 7317 -- Vehicle and Equipment Replacement) Increase in Vehicle and Equipment Replacement $ 10,000 CHANGES IN CAPITAL OUTLAY $ 10,000 TOTAL INCREASE $167,188 57 PUBLIC SAFETY DIVISION Police Department 1 1 1 58 1 ' ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 ' Administration Per Capita $ 54.66 $ 57.88 The Administration section of the $ 921,591 $ 984,050 $ 958,483 $1,041,890 ' 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 $ 21.77 $ 22.57 $ 328,220 $ 391,870 $ 379,230 $ 406,380 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 t 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 58 1 1 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 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 ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $ 12.92 $ 13.38 $ 201,202 $ 232,540 $ 226,530 $ 240,920 $ 124.90 $ 129.42 $1,981,512 $2,248,412 $2,169,911 $2,329,840 W "i .1 1 PUBLIC SAFETY DIVISION ' Police Department Per Capita $ 3.51 $ 3.42 ACTUAL BUDGET ESTIMATED PROPOSED $ 63,250 $ 56,790 $ 61,620 1996 -97 1997 -98 1997 -98 1998 -99 To provide continued traffic ' function also conducts traffic surveys, crossing guard contractual basis for the supervision, parking enforcement, traffic direction, severe weather ' watch, and a variety of other Firstar Bank 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 Youth and Social Services concern themselves with potential ' problems of specific areas and $ 18.99 $ 19.36 neighborhoods in relation to time $ 315,398 of day, day of week, and season. ' The Patrol function seeks to ' cultivate community support and section has two basic functions. citizen involvement, recognizing the important role that these elements play in effective law ' enforcement operations. ' Special Services ' Per Capita $ 3.51 $ 3.42 $ 57,070 $ 63,250 $ 56,790 $ 61,620 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 $ 18.99 $ 19.36 $ 315,398 $ 341,860 $ 323,113 $ 348,520 ' 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 either prevent or diminish that ' behavior. The primary focus is on 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 juvenile problems; however, adult domestic issues and difficulties encountered by the elderly are also handled by the Youth and Social Services function. TOTALS ACTUAL BUDGET 1996 -97 1997 -98 ESTIMATED PROPOSED 1997 -98 1998 -99 $3,804,993 $4,261,982 $4,114,056 $4,429,170 61 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 THIS IS A BLANK PAGE 1 u 1 1 1 1 1 1 1 1 1 r] 1 1 1 1 F o < Z 7 C 1 1 1 1 1 1 1 1 1 1 1 1 1 F 1 I� PUBLIC WORKS DIVISION ISTREET DEPARTVIENT ' 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, cover 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. Accomplishments during 1997 -1998. Rehabilitated approximately one mile of streets throughout the Village. ' Kept all streets in driveable condition in all seasons. ' Picked up a record amount of leaves. 1 1 1 62 DIVISION Public Works Street Fund STREET DEPARTMENT SOURCES OF FUNDS AND EXPENDITURES ACTUAL AND PROPOSED REVENUE: Property Tax Levy Motor Fuel Tax Vehicle Licenses 50/50 Program Train Station Maintenance Interest Earned Miscellaneous State Highway Maintenance Transfer from Parking Revenue TOTAL REVENUE TOTAL EXPENDITURES NET CHANGE Departmental Summary on Page 65 63 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED $ 348,464 $ 330,000 $ 330,000 $ 330,000 230,000 235,000 235,000 240,000 336,811 350,000 350,000 350,000 1,495 5,000 320 5,000 1,500 1,500 1,500 1,500 35,487 30,000 40,000 35,000 3,729 3,000 6,000 3,000 21,436 29,000 29,000 30,000 100,000 120,000 _120,000 120,000 $ 1,078,921 $ 1,103,500 $ 1,111,820 $ 1,114,500 $ 1,072,268 $ 1,102,730 $ 1,011,868 $ 1,150,400 $ 6,652 $ 770 $ 99,952 $ (35,900) I� STREET DEPARTMENT 'DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Street Fund s ' REVENUE: Property Tax Levy ' Motor Fuel Tax Vehicle Licenses 50/50 Program Train Station Maintenance ' Interest Earned Miscellaneous State Highway Maintenance ' Transfer from Parking Revenue TOTAL REVENUE ' TOTAL EXPENDITURES NET CHANGE ' Departmental Summary on Page 65 t 1999 -00 2000 -01 PROJECTED PROJECTED $ 330,000 $ 330,000 245,000 250,000 350,000 350,000 5,000 5,000 1,500 1,500 35,000 35,000 3,000 3,000 31,000 32,000 120,000 120,000 $ 1,120,500 $ 1,126,500 $ 1,166,840 $ 1,207,520 $ (46,340)$ (81,020) 64 65 EXPENDITURES DIVISION Public Works DEPARTMENT FUNDING SOURCE Street Street Fund SUMMARY ACCOUNT NUMBER ACTUAL BUDGET ESTIMATE PROPOSED AND CLASSIFICATION 1996 -97 1997 -98 1997 -98 1998 -99 5111 Salaries $ 342,421 $ 330,680 $ 321,769 $ 346,780 5113 Overtime 68,526 53,990 50,449 60,350 5114 Part Time 12,815 28,180 19,990 29,480 5115 Benefits 45,990 57,110 47,218 58,120 5116 Apparel 3,104 2,670 2,580 2,670 5210 Equipment Rental 0 3,600 0 3,200 5211 Repairs & Maintenance 78,922 60,500 52,040 58,800 5212 Travel, Training, etc. 987 1,800 1,800 1,800 5213 Printing and Advertising 3,598 2,900 2,850 2,800 5214 Communications 3,837 4,600 2,981 4,200 5216 Utility Services 32,847 27,000 30,810 28,000 5218 Miscellaneous 8,228 8,500 8,121 8,500 5231 MV Maintenance 31,136 33,000 43,290 35,600 5315 Insurance 46,294 65,000 37,600 62,000 5317 Contractual 122,714 158,800 126,440 146,700 5412 Supplies 12,289 12,600 12,601 13,100 5419 Petroleum Products 10,309 10,650 8,659 10,500 5425 Salt 71,425 55,000 66,000 65,000 5427 Aggregates 48,515 50,900 49,679 50,700 5428 Materials 55,294 60,850 52,910 59,400 5429 Street Signs 1,853 4,000 3,710 4,000 5431 Small Tools & Equipment 121 900 890 900 6111 Equipment 1,044 4,500 4,480 800 7317 Vehicle +Equip Replacement 70,000 65,000 65,000 97,000 TOTAL $1,072,268 $1,102,730 $1,011,868 $1,150,400 Per Capita Cost $61.26 $63.90 65 r II ILJ PUBLIC WORKS DIVISION ' FUNDING SOURCE Street Fund SUMMARY OF EXPENDITURES BY CATEGORY 1 1996-97 ACTUAL ' BUDGET CATEGORIES DEPARTMENT Street flEff-IMil 1997 -98 1997 -98 1998 -99 BUDGET BUDGET ESTIMATED PROPOSED OVER /UNDER 1997 -98 BUDGET Personal Services $ 423,763 $ 412,850 $ 392,208 $ 436,610 $ 23,760 ' 5111,5113,5114 Other Services 146,741 ' 5211,5214,5231,5210,5216 Contractual 214,998 5115,5315,5317 Commodities 215,722 ' 5116,5212,5213,5419,5424 5434,5431,5428,5429,5427 5425 1281700 129,121 129,800 1,100 280,910 211,258 266,820 (14,090) 210,770 209,800 219,370 8,600 ' Capital Outlay 71,044 69,500 69,480 97,800 28,300 6111,7317,6212 TOTALS $1,072,268 $1,102,730 $1,011,868 $1,150,400 $ 47,670 :. PUBLIC WORKS DIVISION FUNDING SOURCE Street.Fund DEPARTMENT SUMMARY OF EXPENDITURES Street BY CATEGORY PROJECTED 1999 -00 2000 -01 BUDGET CATEGORY PROJECTED PROJECTED Personal Services $ 449,720 $ 463,280 5111,5113,5114 Other Services 137,700 147,000 5211,5214,5231,5210,5216 Contractual 271,250 275,470 5115,5315,5317 Commodities 235,570 249,970 5116,5212,5213,5419,5424 5434,5431,5428,5429,5427 5425 Capital Outlay 72,600 71,800 6111,7317,6212 TOTALS $1,166,840 $1,207,520 67 1 f] PUBLIC WORKS DIVISION Street Department Budget Analysis 1998 - 1999 PROPOSED BUDGET $1,150,400 ' 1997 - 1998 BUDGET 1,102,730 INCREASE $ 47,670 ' PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114- -Part Time) ' 68 Annual Salary Adjustments $ 16,900 ' Change in Job Classification: Maintenance Operator I to Maintenance Operator II 2,700 Increase in Overtime: Snow and Ice Control 4,010 ' Miscellaneous Increases 150 CHANGES IN PERSONAL SERVICES $ 23,760 ' OTHER SERVICES: (5211--Repairs & Maintenance, Equipment; 5214 -- Communications, Postage; 5231 - -MV Maintenance; ' 5210 -- Repairs & Maintenance, Building; 5216 -- Utility Services Decrease in Repairs and Maintenance, Building $ (1,000) ' Decrease in Repairs and Maintenance, Equipment (700) Increase in Utility Service, Electricity 1,000 Increase in Motor Vehicle Maintenance 2,600 Miscellaneous Decreases (800) CHANGES IN OTHER SERVICES $ 1,100 ' CONTRACTUAL SERVICES: (5115 -- Benefits; 5315- - Insurance; 5316 -- Professional; 5317 -- Contractual) ' Increase in Medical and Dental Insurance $ 1,010 Decrease in General Lines Insurance (3,000) Decrease in Contractual: Lights and Signals (12,100) ' CHANGES IN CONTRACTUAL SERVICES $(14,090) COMMODITIES: (5116 -- Apparel; 5212 -- Travel, Training, ' 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 Salt $ 10,000 ' Decrease in Materials (1,450) Miscellaneous Increases 50 ' CHANGES IN COMMODITIES $ 8,600 ' 68 CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 7317 -- Vehicle & Equipment Replacement) Decrease in Equipment, See Appendix C -1 Increase in Contribution to the Vehicle and Equipment Replacement Fund CHANGES IN CAPITAL OUTLAY TOTAL INCREASE .• $ (3,700) 32,000 $ 28,300 $ 47,670 1 IPUBLIC WORKS DIVISION u I 70 Street Department ACTUAL BUDGET ESTIMATED PROPOSED ' 1996 -97 1997 -98 1997 -98 1998 -99 ADMINISTRATION Per Capita $ 14.05 $ 15.73 ' $245,992 $252,910 $223,922 $283,260 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 $ 2.58 $ 2.56 42,134 $ 46,430 40,790 $ 46,120 $ $ 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 1997 2,269 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 ' 1994 1995 1996 1997 Streets Swept (Miles) 3,169' 4,089 2,282 2,269 ' Streets Swept (Cubic Yards Debris) 1,573 1,494 1,450 1,496 u I 70 PUBLIC WORKS DIVISION Street Department ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 TRAFFIC MARKING Per Capita $ 63,088 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 1997, 29,911 lineal feet of pavement were marked and 264 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 1994 1995 1996 1997 Traffic Marking (Lineal Feet) 23,620 27,323 22,418 29,911 PAVEMENT PATCHING Per Capita $129,172 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 1997 Village employees applied 1,925 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 1994 1995 1996 1997 Pre -Mix Patching Materials Used (Tons) 2,087 1,943 1,861 1,925 71 $ 3.75 $ 3.93 $ 67,470 $ 66,549 $ 70,730 $ 6.90 $ 7.07 $124,230 $122,399 $127,310 1 1 1 1 1 1 1 1 1 1 1 1 1 L 1 1 1 1 1 PUBLIC WORKS DIVISION Street Department ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 TARRING CRACKS Per Capita $ 2.60 $ 2.75 $ 39,677 $ 46,850 $ 46,469 $ 49,450 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 25t recycled tires. This product stays resilient at temperatures below -0 degrees and will not track during hot weather. In 1997,14,960 lbs. were used. Work Statistics 1994 1995 1996 1997 Tarring Cracks (Pounds) 12,680 13,500 17,445 14,960 DRAINAGE STRUCTURES Per Capita $ 1.99 $ 2.03 $ 32,805 $ 35,910 $ 30,269 $ 36,610 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 1997. A truck (part -time) and a sewer rodder are used for this purpose. The Village purchased 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. 72 PUBLIC WORKS DIVISION Street Department ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 Work Statistics 1994 1995 1996 1997 Catch Basins Cleaned (Number) 480 480 480 480 STREET LIGHTS AND TRAFFIC SIGNALS Per Capita $100,535 This activity consists of maintenance of existing standards, lamps, and signals. In 1997, 195 street lamps were replaced. Work Statistics 1994 1995 1996 1997 Street Signs Erected or Replaced 238 205 230 264 Street Light Standards Replaced 4 2 2 4 Street Light Cable Repairs 105 102 135 180 Street Lamps Replaced 210 296 288 195 MISCELLANEOUS MAINTENANCE Per Capita $ 62,082 Miscellaneous Maintenance includes decorating for the holidays, flower plantings, street patch work, etc. Some miscellaneous maintenance is done by Village employees. Work Statistics 1994 1995 1996 1997 Concrete Steet Patch Work (Square Yards Replaced) 45 67 82 55 73 $ 7.50 $ 6.95 $135,060 $109,601 $125,120 $ 3.83 $ 3.82 $ 68,920 $ 66,938 $ 68,780 1 1 PUBLIC WORKS DIVISION IStreet Department 74 ACTUAL BUDGET ESTIMATED PROPOSED ' 1996 -97 1997 -98 1997 -98 1998 -99 SNOW AND ICE CONTROL ' Per Capita $ 10.37 $ 11.35 $233,810 $186,710 $188,580 $204,310 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 1997, the Village used 2,340 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 1994 1995 1996 1997 ' Snow and Ice Control (Man Hrs) 3,837 2,152 1,802 2,512 Rock Salt Used (Tons) ' 1,838 2,621 2,020 2,340 Sand (Birds Eye) Ice Control (Tons) ' 260 400 596 600 TREE REMOVAL Per Capita $ 4.19 $ 4.04 ' $ 77,953 $ 75,500 $ 71,860 $ 72,700 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 1997, 23 trees were removed. Two dump trucks and one front -end loader tractor are used ' part time. Work Statistics ' 1994 1995 1996 1997 Trees Removed (Number) 31 22 21 23 74 PUBLIC WORKS DIVISION Street Department ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 TREE PLANTING Per Capita $ 14,280 Approximately 34 trees were planted in 1997. 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 1994 1995 1996 1997 Trees Planted (Number) 69 39 61 34 RAILROAD STATION MAINTENANCE Per Capita $ 17,573 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 $ 13,167 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 ($30.00 per hour) . A Ford tractor (part -time) and three rotary hand lawn mowers are used. Weed killer is applied in some locations. 75 I $ 0.93 $ 16,740 $ 1.55 $ 27,990 $ 1.00 $ 18,010 $ 10,060 $ 20,191 $ 14,240 1 1 r JI $ 0.93 ' $ 16,640 1 ' $ 1.54 $ 27,640 t $ 1.21 $ 21,730 t 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 1996 -97 1997 -98 1997 -98 1998 -99 Work Statistics 1994 1995 1996' 1997 Parkway Mowing (Lineal Ft) 105,000 105,000 105,000 105,000 TOTALS $1,072,268 $1,102,730 $1,011,868 $1,150,400 76 1 1 1 1 �I 1 1 1 1 1 I� 1 1 1 THIS IS A BLANK PAGE . I 1 1 1 1 1 1 1 1 1 I 1 1 1 1 1 1 1 1 1 o �z 1 1 1 1 1 1 1 1 1 1 1 1 1 1 J n L 1 1 1 1 1 u 1 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 environmently 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 treatment facility (WRF). 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 a part of excess flow in the event of a storm. This is well within the EPA regulations for flow control. ' The WRF is designed to remove 95% of pollutants from the original sewage. The WRF is proud to say they have met or exceeded this requirement every year for the last fifteen years, with an average rate of 98 %. 1 1 1 1 In addition to the main facility, Deerfield operates six sewage pumping stations, two stormwater pumping stations and the Bannockburn Retention Basin. The maintenance and operation of these auxiliary facilities is an essential part of the overall wastewater reclamation process. The facility is staffed seven days a week, every day of the year, including holidays. Additional coverage is provided during evening hours, as needed to control excess flow or repair mechanical problems. WRF staff includes eight full -time employees: a foreman, a lab director, five operators, and one maintenance man. Many of these employees hold various EPA certification levels. 77 Accomplishments during 1997 -98. Replaced Aluminum Skirting Clarifier #I (Main Plant). Purchased parts for Secondary Lift Pump #1 & 2(Main Plant). Purchased Mechanical Seals for Pumps at WRF. Rebuilt Piston Pump #3 (Main Plant). Purchased New Gas Detection System for Anaerobic Digesters #1,2 and 3. Purchased two Pumps for the Anaerobic Digesters 41 & 2. Purchased New Electronic Starters for Pumps at WRF. Purchased six Telescoping Valves. Preventive Maintenance of Blowers 1,2,3, & 4. Purchased four Complete Sets of Ball Bearings for Raw Sewage Pumps 1,2,3 & 4. Purchased four 4 inch Check Valves for Sludge Recirculations Pumps #1 & 2. 'DIVISION ' SEWER DEPARTMENT Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Sewer Fund 1996 -97 ACTUAL 1997 -98 BUDGET 1997 -98 ESTIMATE 1998 -99 PROPOSED ' REVENUE: Sewer Charges $ 1,218,458 $ 1,400,000 $ 1,415,000 $ 1,420,000 Permits and Fees 20,211 15,000 11,000 15,000 ' Penalties 16,014 17,000 16,000 17,000 Other Charges for Services 23,609 18,000 20,000 20,000 ' Interest Earned Miscellaneous 68,854 24,371 60,000 10,000 70,000 2,000 60,000 5,000 Construction Res - Collections 50,406 49,000 49,000 49,000 Transfer to Construction Res. 0 (49,000) (49,000) (49,000) Transfer to Infra Replcmnt Fd 0 0 0 0 TOTAL OPERATING REVENUE $ 1,421,924 $ 1,520,000 $ 1,534,000 $ 1,537,000 ' Transfer from Construction Fd. 0 132,000 132,000 0 Transfer from Depreciation Res 0 140,800 ' _121,560 _160,000 TOTAL REVENUES AND RESERVES $ 1,421,924 $ 1,792,800 $ 1,787,560 $ 1,697,000 TOTAL EXPENDITURES $ 1,599,195 $ 1,774,870 $ 1,616,325 $ 1,760,950 NET CHANGE $ (177,272)$ 17,930 $ 171,235 $ (63,950) t 'Departmental Summary on Page 81 t t ' 79 f s SEWER DEPARTMENT DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Sewer Fund 1999 -00 2000 -01 PROJECTED PROJECTED REVENUE: Sewer Charges $ 1,420,000 $ 1,420,000 Permits and Fees 15,000 15,000 Penalties 17,000 17,000 Other Charges for Services 20,000 20,000 Interest Earned 60,000 60,000 Miscellaneous 5,000 5,000 Construction Res - Collections 49,000 49,000 Transfer to Construction Res. (49,000) (49,000) Transfer to Infra Replcmnt Fd 0 0 TOTAL OPERATING REVENUE $ 1,537,000 $ 1,537,000 Transfer from Construction Fd. 0 0 Transfer from Depreciation Res 120,000 160,000 TOTAL REVENUES AND RESERVES $ 1,657,000 $ 1,697,000 TOTAL EXPENDITURES $ 1,889,140 $ 1,792,600 NET CHANGE $ (232,140)$ (95,600) Departmental Summary on Page 81 :1 I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 EXPENDITURES DIVISION Public Works FUNDING SOURCE Sewer Fund SUMMARY ACCOUNT NUMBER ACTUAL AND CLASSIFICATION 1996 -97 5111 Salaries 5113 Overtime 5114 Part Time 5115 Benefits 5116 Apparel 5210 Equipment Rental 5211 Repairs & Maintenance 5212 Travel, Training, etc. 5213 Printing and Advertising 5214 Communications 5216 Utility Services 5218 Miscellaneous 5221 Occupancy 5231 MV Maintenance 5315 Insurance 5316 Professional 5317 Contractual 5412 Supplies 5419 Petroleum Products 5426 Chlorine 5427 Aggregates 5428 Materials 5431 Small Tools & Equipment 6111 Equipment 7316 Depreciation 7317 Vehicle +Equip Replacement TOTAL Per Capita Cost DEPARTMENT BUDGET ESTIMATE PROPOSED 1997 -98 1997 -98 1998 -99 $ 635,444 $ 672,360 $ 647,230 $ 699,280 33,189 28,400 22,981 29,550 10,616 16,500 15,820 18,450 86,392 114,790 92,000 107,700 3,509 5,200 5,000 5,200 0 8,000 2,580 8,000 175,316 162,800 154,030 181,200 1,534 2,850 2,030 2,600 454 450 0 350 10,414 11,420 9,410 11,220 208,507 171,000 164,000 191,000 5,086 6,900 3,870 6,700 20,000 20,000 20,000 20,000 15,890 15,000 15,450 15,700 58,005 85,000 53,899 85,000 11,699 5,200 1,920 20,200 67,515 204,200 199,021 103,100 39,922 36,100 35,618 38,400 10,911 12,400 10,230 13,000 8,697 6,000 6,590 7,000 13,085 16,100 11,440 16,600 36,669 32,000 38,180 34,000 569 1,700 840 1,500 8,772 5,000 2,850 9,700 112,773 102,500 68,336 102,500 24,228 33,000 33,000 33,000 $1,599,195 $1,774,870 $1,616,325 $1,760,950 $98.59 $97.82 81 FUNDING SOURCE Sewer Fund BUDGET CATEGORIES PUBLIC WORKS DIVISION DEPARTMENT SUMMARY OF EXPENDITURES Sewer BY CATEGORY 1998 -99 1996 -97 1997 -98 1997 -98 1998 -99 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER /UNDER 1997 -98 BUDGET Personal Services $ 679,248 $ 717,260 $ 686,031 $ 747,280 $ 30,020 5111,5113,5114 Other Services 410,127 368,220 345,470 407,120 38,900 5211,5214,5231,5210,5216 Contractual 223,612 409,190 346,840 316,000 (93,190) 5115,5315,5316,5317 Commodities 140,435 139,700 133,798 145,350 5,650 5116,5212,5213,5221,5419 5424,5434,5427,5428,5431 5426 Capital Outlay 145,773 140,500 104,186 _145,200 4,700 7317,6111,6212,7316 TOTALS $1,599,195 $1,774,870 $1,616,325 $1,760,950 $ (13,920) 82 7 ' FUNDING SOURCE Sewer Fund t 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 DEPARTMENT SUMMARY OF EXPENDITURES Sewer BY CATEGORY PROJECTED 1999 -00 2000 -01 PROJECTED PROJECTED $ 769,700 $ 792,780 368,920 411,420 454,970 280,350 155,750 165,550 139,800 142,500 $1,889,140 $1,792,600 83 PUBLIC WORKS DIVISION Sewer Department Budget Analysis 1998 - 99 PROPOSED BUDGET $1,760,950 1997 - 98 BUDGET 1,774,870 DECREASE $ (13,920) PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114 - -Part Time) Annual Salary Adjustments Increase in Summer Help $ 28,790 1,230 CHANGES IN PERSONAL SERVICES $ 30,020 OTHER SERVICES: (5210 -- Equipment Rental; 5211- - Repairs & Maintenance; 5214 Communications; 5216 -- Utility Services; 5231 - -MV Maintenance) Increase in Repairs and Maintenance, See Capital Projects, Items 17 thru 27 $ 19,400 Decrease in Repairs and Maintenance, Building (11000) Increase in Cost of Electricity 20,000 Miscellaneous Increases 500 CHANGES IN OTHER SERVICES $ 38,900 CONTRACTUAL SERVICES: (5115 -- Benefits; 5315- - Insurance; 5316 -- Professional; 5317 -- Contractual) Decrease in Medical and Dental Insurance $ (7,090) Increase in: Professional Engineering 15,000 Contractual Equipment Maintenance 6,200 Decrease in Contractual, Other (107,000) Miscellaneous Decreases (300) CHANGES IN CONTRACTUAL SERVICES $(93,190) COMMODITIES: (5116 -- 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 Chlorine $ 11000 Increase in Materials 2,000 Increase in Supplies, Repairs and Maintenance 2,300 Miscellaneous Increases 350 CHANGES IN COMMODITIES $ 5,650 84 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 Bldg.; 7316 -- Depreciation; 7317 -- Vehicle & Equipment Replacement) Increase in Equipment, See Appendix C -2 CHANGES IN CAPITAL OUTLAY TOTAL DECREASE $ 4,700 $ 4,700 $(13,920) 85 SEWER CONSTRUCTION FUND The Board of Trustees has established a special annual sewer charge for major maintenance and repair to the Village Sewer System at the rate of $8.00 per year 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. Projected Balance - May 1 Estimated Receipts Available Funds Total Expenditures* AVAILABLE FUNDS 1997 -98 1998 -99 1997 -98 1998 -99 $545,232 1999 -00 2000 -01 Projected Balance - May 1 $ 95,205 $ 12,205 $ 61,205 $ 110,205 Estimated Receipts 49,000 49,000 120,000 49,000 49,000 Available Funds $144,205 $ 61,205 $ 110,205 $ 159,205 Total Expenditures (132,000) 0 0 0 AVAILABLE FUNDS $ 12,205 $ 61,205 $ 110,205 $ 159,205 * * * * * 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. Projected Balance - May 1 Estimated Receipts Available Funds Total Expenditures* AVAILABLE FUNDS 1997 -98 1998 -99 1999 -00 2000 -01 $545,232 $526,172 $468,672 $451,172 102,500 102,500 102,500 102,500 $647,732 $628,672 $571,172 $553,672 121,560 160,000 120,000 160,000 $526,172 $468,672 $451,172 $393,672 *Capital Project Items 18 thru 27 Page 149 :. 1 1 1 1 1 1 i� 1 PUBLIC WORKS DIVISION Sewer Department ACTUAL BUDGET 1996 -97 1997 -98 ADMINISTRATION AND SUPERVISORY Per Capita $ 15.08 $248,190 $271,440 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. 1 $ 7.91 $145,231 $142,480 ESTIMATED PROPOSED 1997 -98 1998 -99 $ 16.02 $233,009 $288,320 $ 8.86 $138,050 $159,520 1 87 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 1997, the Village dye or smoke tested 22 inlets and cleaned 289,730 feet of sanitary sewers and 38,880 feet of storm sewers. ' Work Statistics 1994 1995 1996 1997 Sanitary Sewer Stoppages 48 33 14 20 1 $ 7.91 $145,231 $142,480 ESTIMATED PROPOSED 1997 -98 1998 -99 $ 16.02 $233,009 $288,320 $ 8.86 $138,050 $159,520 1 87 PUBLIC WORKS DIVISION Sewer Department ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 Work Statistics cont'd 1994 1995 1996 1997 Sanitary Sewer Cleaned (Ft) 346,211 344,380 327,480 289,730 Sanitary Excavation Openings 6 9 4 2 Sanitary Infiltrations Found 2 2 0 1 Sanitary Manholes Rebuilt 4 5 2 3 Sanitary Sewers TV'd (In Feet) 6,000 5,825 4,956 13,001 Sump Pump Inspection 40 1 3 0 Home Dye or Smoke Tested 434 74 75 22 CONSTRUCTION Per Capita $ 17.97 $151,525 $323,510 In this function the Village replaces broken or damaged pipes or their connections or inlets and constructs some new sewers. In 1997, the Village installed 523 feet of new storm sewers or laterals, replaced 6 broken inlet covers, rebuilt, 3 sanitary manholes and reconstructed 17 storm structures. Work Statistics 1994 1995 1996 1997 Storm Sewers Cleaned (Feet) 6,500 7,425 6,965 38,880 Inlets Cleaned 77 56 52 48 Storm Excavation Openings 7 6 7 2 :: $ 12.25 $274,921 $220,560 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 L 1 PUBLIC WORKS DIVISION Sewer Department Work Statistics cont'd 1994 1995 1996 1997 Storm Infiltrations Found 2 0 1 2 Storm Structures Reconstructed 12 11 6 17 Storm Sewers TV'd 0 0 6,965 9,953 Street Inlet Covers Replaced 17 12 10 6 New Storm Sewers or Laterals Installed - In Feet 215 184 122 523 Inlets Dye or Smoke Tested 15 25 20 1 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 ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $ 57.63 $ 60.69 $1,054,249 $1,037,440 $ 970,345 $1,092,550 :• PUBLIC WORKS DIVISION Sewer Department WASTE WATER TREATMENT PLANT cont'd Per Capita 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 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 minute. A 450 kilovolts emergency generator automatically starts if the power fails. During wet weather the excess flow is discharged to the 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 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 1994 1995 1996 1997 Sanitary Sewage Pumped (Million Gallons) 1,078 1,101 1,102 1,216 all ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ' PUBLIC WORKS DIVISION Sewer Department ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 Work Statistics cont 'd ' 1994 1995 1996 1997 Primary Sludge (Thousand Gallons) 4,709 4,733 4,809 4,667 Chlorine Used (Pounds) 11,255 18,586 17,293 16,455 Sludge Beds Cleaned ' 59 82 80 93 Sludge Beds Drawn 60 75 71 89 Electric Current Used (Thousand K.W.H.) ' 1,747 1,711 1,792 1,783 tTOTALS $1,599,195 $1,774,870 $1,616,325 $1,760,950 1 91 1 1 fl 1 1 1 1 F� 1 1 1 1 1 1 1 THIS IS A BLANK PAGE I 1 1 1 1 1 C! 0 d 1 1 1 1 1 1 1 1 1 1 b c o � 1 1 1 1 1 1 1 1 1 1 J t I 1 1 J 1 1 PUBLIC WORKS DIVISION IWATER DEPARTMENT IThe primary and continuing goals of the Water Department, a division of Public Works are: ' To provide fresh and safe potable water to Village residents by continuously monitoring, testing, and implementing E.P.A. regulations. I 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 P P g residential and commercial establishments within the Village. The Water Department will implement the following projects during the 1998 -99 budget year: ' Replace water main on Woodvale and Kenton. ' Complete study for new water system improvements. Accomplishments during 1997 -1998. ' Upgraded water controls. ' Cross connected to the Riverwoods reservoir for emergencies. Rebuilt 2.5 mg and pump at the Richfield reservoir. Replaced water main on We g o Trail to Castlewood. n .J 1 1 1 92 WATER DEPARTMENT DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Water Fund REVENUE: Water Sales Penalties Permits Interest Earnings Miscellaneous TOTAL REVENUE TOTAL EXPENDITURES NET CHANGE Departmental Summary on Page 95 93 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED $ 2,374,349 $ 2,540,000 $ 2,550,010 $ 3,125,000 25,290 27,000 23,000 25,000 15,226 14,000 15,000 15,000 165,155 150,000 175,000 150,000 610 5,000 2,510 5,000 $ 2,580,630 $ 2,736,000 $ 2,765,520 $ 3,320,000 $ 2,508,716 $ 2,854,370 $ 2,684,740 $ 3,143,180 $ 71,914 $ (118,370)$ 80,780 $ 176,820 1 WATER DEPARTMENT tDIVISION 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 95 1999 -00 2000 -01 PROJECTED PROJECTED $ 3,145,000 $ 3,145,000 25,000 25,000 15,000 15,000 150,000 150,000 5,000 5,000 $ 3,340,000 $ 3,340,000 $ 3,446,250 $ 3,483,230 $ (106,250)$ (143,230) 94 DIVISION Public Works FUNDING SOURCE Water Fund ACCOUNT NUMBER AND CLASSIFICATION 5111 Salaries 5113 Overtime 5114 Part Time 5115 Benefits 5116 Apparel 5210 Equipment Rental 5211 Repairs & Maintenance 5212 Travel, Training, etc. 5213 Printing and Advertising 5214 Communications 5216 Utility Services 5218 Miscellaneous 5221 Occupancy 5231 MV Maintenance 5315 Insurance 5316 Professional 5317 Contractual 5412 Supplies 5419 Petroleum Products 5426 Chlorine 5427 Aggregates 5428 Materials 5431 Small Tools & Equipment 5432 Purchase of Water 6111 Equipment 7316 Depreciation 7217 Bond Interest 7317 Vehicle +Equip Replacement TOTAL Per Capita Cost 95 EXPENDITURES DEPARTMENT Water SUMMARY ACTUAL BUDGET ESTIMATE PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $ 312,107 $ 340,070 $ 300,901 $ 357,260 47,748 44,800 36,471 43,890 9,011 15,870 14,190 16,580 39,576 51,330 41,750 47,880 1,424 2,600 2,270 2,600 135 1,000 0 1,000 22,273 21,600 16,230 30,500 173 1,100 0 1,100 1,595 2,800 1,000 2,100 9,495 10,300 9,749 10,000 74,350 71,500 71,170 71,500 1,947 5,200 4,220 5,200 20,000 20,000 20,000 20,000 17,345 16,400 18,079 17,400 42,588 51,000 48,609 51,000 4,342 10,200 2,670 10,200 33,093 286,300 282,210 258,000 1,732 2,700 990 2,400 5,969 6,300 5,420 5,900 1,006 1,000 1,000 1,000 11,081 19,000 17,780 19,000 54,301 62,900 52,041 73,500 0 400 0 400 1,677,011 1,700,000 1,633,710 1,800,000 49,230 87,000 81,281 49,800 48,184 0 0 0 0 0 0 221,970 23,000 23,000 23,000 23,000 $2,508,716 $2,854,370 $2,684,740 $3,143,180 $158.56 $174.60 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 FUNDING SOURCE Water Fund BUDGET CATEGORIES PUBLIC WORKS DIVISION SUMMARY OF EXPENDITURES BY CATEGORY 1996 -97 1997 -98 1997 -98 ACTUAL BUDGET ESTIMATED DEPARTMENT 1998 -99 BUDGET PROPOSED OVER /UNDER 1997 -98 BUDGET Personal Services $ 368,865 $ 400,740 $ 351,562 $ 417,730 $ 16,990 5111,5113,5114 Other Services 123,598 120,800 115,228 130,400 9,600 5211,5214,5231,5210,5216 Contractual 119,598 398,830 375,240 367,080 (31,750) 5115,5315,5316,5317 Commodities 1,776,241 1,824,000 1,738,430 1,933,200 109,200 5116,5212,5213,5221,5419 5424,5434,5427,5428,5431 5426,5432 Capital Outlay _120,414 _110,000 104,281 _294,770 _184,770 7116,7217,7316,7317,6111 6212,6415 TOTALS $2,508,716 $2,854,370 $2,684,740 $3,143,180 $ 288,810 w FUNDING SOURCE Water Fund PUBLIC WORKS DIVISION DEPARTMENT SUMMARY OF EXPENDITURES Water BY CATEGORY PROJECTED 97 1999 -00 2000 -01 BUDGET CATEGORY PROJECTED PROJECTED Personal Services $ 430,300 $ 443,190 5111,5113,5114 Other Services 137,400 144,400 5211,5214,5231,5210,5216 Contractual 409,480 412,200 5115,5315,5316,5317 Commodities 1,925,600 1,928,000 5116,5212,5213,5221,5419 5424,5434,5427,5428,5431 5426,5432 Capital Outlay 543,470 555,440 7116,7217,7316,7317,6111 6212,6415 TOTALS $3,446,250 $3,483,230 97 1 ' PUBLIC WORKS DIVISION Water Department ' Budget Analysis 1998 - 1999 PROPOSED BUDGET $3,143,180 ' 1997 - 1998 BUDGET 2,854,370 INCREASE $ 288,810 ' PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime; 5114 - -Part Time) ' Annual Salary Adjustments $ 16,090 One Change in Job Classification 3,440 Decrease in Overtime (2,600) Miscellaneous Increase 60 ' CHANGES IN PERSONAL SERVICES ' OTHER SERVICES: (5211 -- Repairs & Maintenance; 5214- - Communications; 5210 -- Equipment Rental; 5216 -- Utility Services; ' 5231 - -MV Maintenance) Increase in Repairs and Maintenance for Pump Maintenance $ 8,900 ' Decrease in Communications (300) Increase in Motor Vehicle Maintenance 11000 ' CHANGES IN OTHER SERVICES CONTRACTUAL SERVICES: (5115 -- Benefits; 5315 -- ' Insurance; 5316 -- Professional; 5317 -- Contractual) 1 1 1 1 1 1 Decrease in Medical and Dental Insurance $ (3,450) Decrease in Contractual (28,300) CHANGES IN CONTRACTUAL SERVICES $ 16,990 $ 9,600 $ (31, 750) 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 Materials $ 10,600 Increase in Purchase of Water 100,000 Miscellaneous Decreases (1,400) CHANGES IN COMMODITIES $ 109,200 1 98 CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 6415-- Improvements- Not Bldgs.; 7116- -Bond Principal; 7217- -Bond Interest; 7316- - Depreciation; 7317 -- Vehicle & Equipment Replacement) Decrease in Equipment (See Appendix C -3 for Equipment Purchases) Decrease in Cost for Water Meters Increase for Bond Interest Payable CHANGES IN CAPITAL OUTLAY 99 TOTAL INCREASE $(32,200) (5,000) 221,970 $184,770 $288,810 1 1 1 C 1 1 L 1 1 1 1 1 1 1 1 1 1 1 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 65+ miles of water mains and 843 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 1997, the Department repaired 4 service leaks and 70 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 1994. 1995 1996 1997 Water Main Breaks Repaired 86 85 83 .70 Service Leaks Repairs 24 15 16 4 ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 $ 13.34 $ 25.80 $225,886 $240,170 $229,379 $464,420 $ 28.63 $ 28.10 $244,734 $515,400 $490,780 $505,920 100 1 PUBLIC WORKS DIVISION Water Department ' ACTUAL BUDGET ESTIMATED PROPOSED ' 1996 -97 1997 -98 1997 -98 1998 -99 Work Statistics cont'd 1994 1995 1996 1997 New Fire Hydrants Installed 9 5 4 12 Fire Hydrants Repaired or Tested 982 986 837 1,095 Valves Repaired 8 11 27 30 B Box Adjustments 112 56 86 72 JULIE Locations (New program 1993) 1,225 1,489 1,574 1,895 Valve Vaults Reconstructed 4 6 8 9 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, Hawthorn 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 1997, the Village purchased 1,030,136,800 gallons of water. To assure Village residents a safe water supply at all times, each month 22 samples are sent to an independent testing laboratory which is certified by the E.P.A. 101 $ 110.71 $ 115.08 $1,892,804 $1,992,980 $1,885,239 $2,071,640 1 1 1 1 i 1 i 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC WORKS DIVISION Water Department ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 Work Statistics 1994 1995 1996 1997 Annual Water Pumpage in Millions of Gallons 1,086 982 1,055 1,030 Locations for JULIE 1,225 1,489 1,574 1,895 Services Checked for Leaks 66 61 42 67 Water Sample Analysis (Bacteriological) 312 302 312 312 Water Sample Analysis (Lead) 6 63 66 69 Water Sample Analysis Trihalomethane (EPA Required) 4 4 3 4 METER MAINTENANCE Per Capita $145,292 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 1994 1995 1996 1997 Meter Pits Repaired 40 55 30 38 Meters Replaced 151 68 74 99 New Meters Installed 40 29 39 35 Meters Tested 57 17 20 15 $ 5.88 $ 5.62 $105,820 $ 79,342 $101,200 102 PUBLIC WORKS DIVISION Water Department ACTUAL BUDGET ESTIMATED PROPOSED 1996 -97 1997 -98 1997 -98 1998 -99 Work Statistics cont'd 1994 1995 1996 1997 Frozen Water Services 7 0 2 0 Water Meters Read 24,084 24,084 24,084 24,084 Final Meter Readings 291 207 269 270 "Reread" Meter Readings 59 88 48 65 Shut -Off Notices for Delinquent Water Bills 452 477 399 335 Meters Sealed 192 103 91 125 Frozen Meters 44 5 22 1 TOTALS $2,508,716 $2,854,370 $2,684,740 $3,143,180 103 1 1 1 1 1 1 1 1 1 1 1 1 1 1 LI 1 1 1 n C C <_ � Z 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. 1 A charge is made to the various Village department by budgetary functions for parts and labor on vehicles and equipment services by the garage. The garage is responsible for contracting for service from outside repair service companies for major body and transmission work. 1 1 1 1 1 1 1 1 The foreman acts in an advisory capacity, reviewing specifications for the purchase of new vehicles, equipment, and replacement parts. Diesel and gasoline fuels are also charged back to the departments and allocated to the budget expenditures by function. 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 1997 -1998. Supervised the bidding and purchase of one 1998 - 35,000 GVW Dump truck. Purchased electric welding equipment for $2,500.00. 1 104 GARAGE DEPARTMENT DIVISION Public Works SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Intragovernmental Revenues 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED REVENUE: Administration $ 4,661 $ 3,000 $ 2,700 $ 3,000 Police 27,482 28,000 26,000 26,000 Street 103,348 100,000 110,000 100,000 Sewer 31,169 30,000 31,000 31,000 Water 27,939 25,000 30,000 27,000 Refuse 22,398 18,000 19,000 18,000 Parking Lots 262 2,000 1,500 2,000 Emergency Services 565 500 800 500 Motor Vehicle Pool 10,000 10,000 10,000 10,000 Miscellaneous 10,753 4,000 4,000 4,000 TOTAL REVENUE $ 238,577 $ 220,500 $ 234,999 $ 221,500 TOTAL EXPENDITURES $ 214,182 $ 220,500 $ 203,270 $ 219,660 NET CHANGE $ 24,395 $ 0 $ 31,729 $ 1,840 Departmental Summary is on Page 107 105 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 Departmental Summary is on Page 107 1999 -00 2000 -01 PROJECTED PROJECTED $ 3,000 $ 3,000 26,000 26,000 100,000 100,000 31,000 31,000 27,000 27,000 18,000 18,000 2,000 2,000 500 500 10,000 10,000 4,000 4,000 $ 221,500 $ 221,500 $ 228,220 $ 238,930 $ (6,720)$ (17,430) 106 EXPENDITURES DIVISION Public Works FUNDING SOURCE Intragovernmental SUMMARY Revenues ACCOUNT NUMBER ACTUAL BUDGET AND CLASSIFICATION 1996 -97 1997 -98 5111 Salaries 5113 Overtime 5115 Benefits 5116 Apparel 5211 Repairs & Maintenance 5212 Travel, Training, etc. 5213 Printing and Advertising 5214 Communications 5216 Utility Services 5218 Miscellaneous 5315 Insurance 5412 Supplies 5419 Petroleum Products 5428 Materials 5431 Small Tools & Equipment 6111 Equipment 7317 Vehicle +Equip Replacement TOTAL Per Capita Cost 107 DEPARTMENT ESTIMATE PROPOSED 1997 -98 1998 -99 $ 113,548 $ 107,660 $ 113,650 $ 111,970 11,818 7,600 7,240 7,910 15,139 18,340 15,230 17,280 597 750 700 750 3,574 6,000 5,710 6,000 15 700 140 500 356 400 0 400 578 700 510 650 1,125 1,600 790 1,600 50 400 150 400 4,263 7,000 4,700 7,000 55,654 61,390 46,800 60,100 298 300 300 300 0 500 300 300 2,263 2,500 2,500 2,500 2,903 2,660 2,550 0 2,000 2,000 2,000 2,000 $ 214,182 $ 220,500 $ 203,270 $ 219,660 $12.25 $12.20 1 PUBLIC WORKS DIVISION ' FUNDING SOURCE DEPARTMENT Intragovernmental SUMMARY OF EXPENDITURES Garage ' Revenues BY CATEGORY 1998 -99 t 1996 -97 1997 -98 1997 -98 1998 -99 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER /UNDER 1997 -98 ' BUDGET CATEGORIES BUDGET Personal Services $ 125,366 $ 115,260 $ 120,890 $ 119,880 $ 4,620 ' 5111,5113 Other Services 5,277 8,300 7,010 8,250 (50) ' 5211,5214,5216 Contractual 19,402 25,340 19,930 24,280 (1,060) 5115,5315,5316,5317 Commodities 59,234 66,940 50,891 65,250 (1,690) 5116,5212,5213,5419,5424 5428,5431,5434 Capital Outlay 4,903 4,660 4,550 2,000 (2,660) ' 6111,7317 TOTALS $ 214,182 $ 220,500 $ 203,270 $ 219,660 $ (840) ' 108 FUNDING SOURCE Intragovernmental Revenues BUDGET CATEGORY Personal Services 5111,5113 Other Services 5211,5214,5216 Contractual 5115,5315,5316,5317 Commodities 5116,5212,5213,5419,5424 5428,5431,5434 Capital Outlay 6111,7317 TOTALS 109 PUBLIC WORKS DIVISION SUMMARY OF EXPENDITURES BY CATEGORY PROJECTED 1999 -00 2000 -01 PROJECTED PROJECTED $ 123,480 $ 127,180 9,250 10,250 25,140 26,050 66,350 67,450 4,000 8,000 $ 228,220 $ 238,930 DEPARTMENT 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 1998 - 1999 PROPOSED BUDGET $219,660 1997 - 1998 BUDGET 220,500 DECREASE $ (840) PERSONAL SERVICES: (5111 -- Salaries; 5113 -- Overtime) Annual Salary Adjustment CHANGES IN PERSONAL SERVICES 4,620 $ 4,620 OTHER SERVICES: (5211 -- Repairs & Maintenance; 5214- - Communications; 5216 -- Utility Services) Decrease in Communications: Other $ (50) CHANGES IN OTHER SERVICES $ (50) CONTRACTUAL SERVICES: (5115 -- Benefits; 5315- - Insurance; 5316 -- Professional; 5317 -- Contractual) Decrease in Medical and Dental Insurance $ (1,060) CHANGES IN CONTRACTUAL SERVICES $(1,060) COMMODITIES: (5116 -- Apparel; 5212 -- Travel, Training, etc.; 5213 -- Printing & Advertising; 5419 -- Petroleum Products; 5218 -- Miscellaneous; 5428- - Materials; 5431 - -Small Tools & Equipment; 5412 -- Supplies) Decrease in Supplies $ (1,290) Miscellaneous Decreases 400 CHANGES IN COMMODITIES $(1,690) CAPITAL OUTLAY: (6111 -- Equipment; 6212 - -Motor Vehicles; 7317 -- Vehicle & Equipment Replacement) Decrease in Equipment $ (2,660) CHANGES IN CAPITAL OUTLAY $(2,660) TOTAL DECREASE $ (840) 110 1 1 1 1 1 0 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 1 1 1 1 1 1 1 Z O C C D C Z C Q r_ 1 1 1 1 1 1 1 1 1 1 1 1 1 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, magazine, 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 Villages uses three dump trucks, two leaf loaders, leaf vacuum machines and street sweepers as needed. The regular scavenger service also picks up leaves on a bagged only basis. WORK STATISTICS 1994 1995 1996 1997 Leaf Removal (Cubic yards) 10,197 10,434 8,630 12,429 ' GOALS AND OBJECTIVES The provision of efficient and environmental 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 1998 -99 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 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. I 111 REFUSE FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Refuse Fund REVENUE: Refuse Billing Recycling Revenue Interest Earnings Property Tax Levy Penalties Miscellaneous TOTAL REVENUE TOTAL EXPENDITURES NET CHANGE Departmental Summary on Page 114 112 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED $ 322,193 $ 320,000 $ 330,000 $ 330,000 27,130 28,000 33,000 28,000 17,055 14,000 20,000 20,000 718,942 725,000 725,000 740,000 4,184 4,000 4,200 4,000 8,127 3,000 10,000 5,000 $ 1,097,630 $ 1,094,000 $ 1,122,201 $ 1,127,000 $ 1,053,313 $ 1,080,910 $ 1,097,358 $ 1,142,130 $ 44,317 $ 13,090 $ 24,842 $ (15,130) 1 REFUSE FUND ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Refuse Fund 1 REVENUE: Refuse Billing Recycling Revenue Interest Earnings Property Tax Levy ' Penalties Miscellaneous TOTAL REVENUE MTOTAL EXPENDITURES NET CHANGE Departmental Summary on Page 114 t 1999 -00 2000 -01 PROJECTED PROJECTED $ 330,000 $ 330,000 28,000 28,000 20,000 20,000 740,000 740,000 4,000 4,000 5,000 5,000 $ 1,127,000 $ 1,127,000 $ 1,178,980 $ 1,211,640 $ (51,980)$ (84,640) 113 EXPENDITURES DEPARTMENT FUNDING SOURCE Refuse Refuse Fund SUMMARY ACCOUNT NUMBER AND CLASSIFICATION ACTUAL 1996 -97 BUDGET 1997 -98 ESTIMATE 1997 -98 PROPOSED 1998 -99 5111 Salaries $ 34,989 $ 42,850 $ 34,060 $ 44,570 5113 Overtime 12,698 10,000 12,960 13,520 5115 Benefits 5,124 6,820 3,429 5,360 5211 Repairs & Maintenance 21,920 18,000 18,610 10,000 5213 Printing and Advertising 0 0 60 0 5221 Occupancy 20,000 20,000 20,000 20,000 5231 MV Maintenance 478 4,000 4,330 4,400 5315 Insurance 820 1,490 1,610 1,630 5317 Contractual 932,515 955,300 977,910 1,018,000 5412 Supplies 60 100 120 200 5419 Petroleum Products 1,706 1,700 1,620 1,800 7232 Other Charges 10,352 8,000 10,000 10,000 7317 Vehicle +Equip Replacement 12,650 12,650 12,650 12,650 TOTAL $1,053,313 $1,080,910 $1,097,358 $1,142,130 Per Capita Cost $60.04 $63.44 114 ' FUNDING SOURCE Refuse Fund REFUSE FUND SUMMARY OF EXPENDITURES BY CATEGORY DEPARTMENT Refuse 1998 -99 ' 1996 -97 1997 -98 1997 -98 1998 -99 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER /UNDER 1997 -98 BUDGET CATEGORIES BUDGET Personal Services 5111,5113 $ 47,688 $ 52,850 $ 47,020 $ 58,090 $ 5,240 Other Services 22,398 22,000 22,939 14,400 (7,600) 5211,5231 Contractual 938,459 963,610 982,949 1,024,990 61,380 1 5315,5317,5115 Commodities 21,766 21,800 21,800 22,000 200 ' 5213,5221,5419,5434 Capital Outlay 23,002 20,650 22,650 22,650 2,000 7232,7317 ' TOTALS $1,053,313 $1,080,910 $1,097,358 $1,142,130 $ 61,220 115 REFUSE FUND FUNDING SOURCE Refuse Fund SUMMARY OF EXPENDITURES BY CATEGORY PROJECTED BUDGET CATEGORY Personal Services 5111,5113 Other Services 5211,5231 Contractual 5315,5317,5115 Commodities 5213,5221,5419,5434 Capital Outlay 7232,7317 TOTALS 116 1999 -00 2000 -01 PROJECTED PROJECTED $ 59,830 $ 61,630 19,600 24,800 1,049,800 1,075,360 27,100 27,200 22,650 22,650 $1,178,980 $1,211,640 DEPARTMENT Refuse The Goals and Objectives for the 1998 -99 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 35 %. 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. Support capital or other major expenses required for maintenance at the Deerfield Road train station. Provide more handicapped parking in the Deerfield Train Station parking lot. ' Resurface and restripe the Deerfield Train Station parking lot. 1 1 1 117 PARKING LOTS The Parking Lot Section consists of expenditures 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 1998 -99 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 35 %. 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. Support capital or other major expenses required for maintenance at the Deerfield Road train station. Provide more handicapped parking in the Deerfield Train Station parking lot. ' Resurface and restripe the Deerfield Train Station parking lot. 1 1 1 117 PARKING LOTS SUMMARY SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED 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 118 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED $ 168,391 $ 168,000 $ 164,999 $ 163,000 38,491 33,000 42,001 40,000 $ 206,882 $ 201,000 $ 207,000 $ 203,000 (100,000) (120,000) (120,000) (120,000) 0 (275,000) 0 _(247,000) $ 106,882 $ (194,000)$ 87,000 $ (164,000) 15,840 17,300 17,281 18,010 2,135 1,920 2,129 2,150 769 950 760 950 8,405 8,000 8,120 8,000 262 21500 330 2,500 7,440 7,500 7,500 7,500 16 800 140 800 0 200 0 200 0 300 0 300 672 1,800 1,500 2,000 14,915 15,400 18,200 20,400 ,0 3,000 1,000 3,000 (8, 354) 0 0 0 $ 42,100 $ 59,670 $ 56,961 $ 65,810 $ 64,783 $ (253,670)$ 30,039 $ (229,810) PARKING LOTS SUMMARY SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Parking Lots Fund 1999 -00 2000 -01 ' PROJECTED PROJECTED 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 r $ 163,000 $ 163,000 40,000 40,000 $ 203,000 $ 203,000 (120,000) (120,000) 0 0 $ 83,000 $ 83,000 18,550 19,100 2,240 2,360 950 950 8,000 8,000 2,500 2,500 7,500 7,500 800 800 200 200 300 300 2,400 2,800 15,800 16,000 3,000 3,000 0 0 $ 62,240 $ 63,510 $ 20,760 $ 19,490 119 PARKING LOTS FUND FUNDING SOURCE Parking Lots Fund SUMMARY BY OF EXPENDITURES CATEGORY DEPARTMENT Parking Lots 1998 -99 1996 -97 1997 -98 1997 -98 1998 -99 BUDGET ACTUAL BUDGET ESTIMATED PROPOSED OVER /UNDER 1997 -98 BUDGET CATEGORIES BUDGET Personal Services $ 15,840 $ 17,300 $ 17,281 $ 18,010 $ 710 5111,5113 Other Services 16,107 18,000 15,950 18,000 0 5211,5216 Contractual 17,819 18,270 21,090 23,500 5,230 5115,5315,5317 Commodities 687 3,100 1,640 3,300 200 5427,5428,5434,5424 Capital Outlay 8( ,354) 3,000 1,000 3,000 0 6111,7316,7317 TOTALS $ 42,100 $ 59,670 $ 56,961 $ 65,810 $ 6,140 120 ' 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 DEPARTMENT SUMMARY OF EXPENDITURES Parking Lots BY CATEGORY PROJECTED 1999 -00 2000 -01 PROJECTED PROJECTED $ 18,550 $ 19,100 18,000 18,000 18,990 19,310 3,700 4,100 3,000 3,000 $ 62,240 $ 63,510 121 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. 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 10.479. 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 Net Assets Available for Benefits as a Percentage of the Pension Benefit Obligation: Year Police Pension Fund Illinois Municipal Retirement Fund 1991 118.8 52.0 1992 119.4 61.9 1993 110.5* 69.0 1994 111.6 71.0 1995 110.5 73.0 1996 114.0 82.0 1997 113.4 94.8 *Actuarial Changes: Interest Earnings Assumption 9% to 8.5% Projected Salary Increases reduced from 6.5% to 6% 122 POLICE PENSION FUND ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Police Pension Fund 1996 -97 ACTUAL 1997 -98 BUDGET 1997 -98 ESTIMATE 1998 -99 PROPOSED ' REVENUE: Property Tax Levy $ 238,120 $ 280,000 $ 280,000 $ 300,000 ' Payroll Deduction 0 200,000 185,000 200,000 Replacement Tax 7,637 8,000 8,000 8,000 Interest Earnings _1,089,631 _1,130,000 _1,190,000 _1,225,000 TOTAL REVENUE $ 1,335,388 $ 1,618,000 $ 1,663,000 $ 1,733,000 EXPENDITURES: Pensions 371,016 447,850 445,829 460,100 Separation Refunds 0 20,000 29,910 20,000 Miscellaneous 1,893 2,000 5,440 5,000 TOTAL EXPENDITURES $ 372,909 $ 469,850 $ 481,179 $ 485,100 NET CHANGE $ 962,479 $ 1,148,150 $ 1,181,821 $ 1,247,900 ' 123 POLICE PENSION FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Police Pension Fund REVENUE: Property Tax Levy Payroll Deduction Replacement Tax Interest Earnings TOTAL REVENUE EXPENDITURES: Pensions Separation Refunds Miscellaneous TOTAL EXPENDITURES NET CHANGE 124 1999 -00 2000 -01 PROJECTED PROJECTED $ 320,000 $ 340,000 205,000 212,000 8,000 8,000 1,300,000 1,400,000 $ 1,833,000 $ 1,960,000 472,400 487,100 20,000 20,000 5,000 5,000 $ 497,400 $ 512,100 $ 1,335,600 $ 1,447,900 IMRF FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED ' IMRF Fund ' 1996-97 ACTUAL 1997 -98 BUDGET 1997 -98 ESTIMATE 1998 -99 PROPOSED ' REVENUE: Property Tax Levy $ 500,605 $ 510,000 $ 510,000 $ 510,000 ' Property Tax Levy - FICA 388,225 400,000 400,000 400,000 Replacement Tax 9,720 9,000 10,000 10,000 Interest Earnings 34,480 30,000 50,000 35,000 ' TOTAL REVENUE $ 933,030 $ 949,000 $ 969,999 $ 955,000 EXPENDITURES: IMRF Village Contribution 425,846 500,000 435,000 500,000 1 FICA Village Contribution 190,194 220,000 193,000 220,000 FICA Library Contribution 45,829 55,000 49,000 55,000 ' Medicare Village Contribution 47,136 60,000 50,000 60,000 Medicare Library Contribution 10,938 12,500 11,000 13,000 ' TOTAL EXPENDITURES $ 719,943 $ 847,500 $ 738,000 $ 848,000 1 NET CHANGE $ 213,087 $ 101,500 $ 231,999 $ 107,000 i 1. i ' 125 IMRF FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED IMRF Fund REVENUE: Property Tax Levy 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 126 1999 -00 2000 -01 PROJECTED PROJECTED $ 510,000 $ .510,000 400,000 400,000 10,000 10,000 35,000 35,000 13,000 14,000 $ 955,000 $ 955,000 500,000 500,000 225,000 225,000 60,000 60,000 60,000 60,000 13,000 14,000 $ 858,000 $ 859,000 $ 97,000 $ 96,000 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 1998 -99 fiscal year are to: ' Coordinate emergency response plans with Police, Fire and other emergency services. ' 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. 1 1 1 r 1 1 1 1 1 1 127 EMERGENCY SERVICES FUND SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Emergency Services Fd. 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 128 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 155 0 0 0 0 250 0 250 1,225 1,800 1,000 1,800 102 600 50 600 2,658 1,400 2,660 2,660 693 600 600 600 410 500 740 500 0 500 500 500 0 0 0 0 $ 5,243 $ 5,650 $ 5,550 $ 6,910 $ (5,243)$ (5,650)$ (5,550)$ (6,910) EMERGENCY SERVICES FUND ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Emergency Services Fd. ' REVENUE: Miscellaneous tTOTAL REVENUE EXPENDITURES: Repairs and Maintenance Travel, Training, etc. ' Communications Insurance Contractual Utility Services ' Motor Vehicle Maintenance Supplies Equipment ' TOTAL EXPENDITURES ' NET CHANGE 1 1999 -00 2000 -01 PROJECTED PROJECTED $ 0 $ 0 250 $ 0 $ 0 0 0 250 250 1,800 1,800 600 600 2,660 2,660 600 600 500 500 500 500 0 0 $ 6,910 $ 6,910 $ (6,910)$ (6,910) 129 1 1 ENHANCED 9 -1 -1 FUND To provide Village residents with immediate access to emergency , 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 1997 -1998: The Deerfield 9 -1 -1 Telecommunications Center handled over 900 emergency medical calls. The Emergency Medical Dispatch program was responsible for t several lifesaving actions. Deerfield's 9 -1 -1 center received a prestigious award from the Association of Public Safety Communications Officials for development of an Emergency Medical Dispatch model that has been adopted by a number of 9 -1 -1 centers across the state. t 1 1 1 1 1 1 7 L 1 1 1 130 1 ENHANCED 911 FUND ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED Enhanced 911 Fund ' 1996 -97 ACTUAL 1997 -98 BUDGET 1997 -98 ESTIMATE 1998 -99 PROPOSED ' REVENUE: Telephone Surcharge $ 106,749 $ 110,000 $ 110,000 $ 110,000 ' Interest Earnings Intergovernmental 4,024 7,236 4,000 15,000 5,000 15,000 5,000 15,000 TOTAL REVENUE $ 118,008 $ 129,000 $ 130,000 $ 130,000 EXPENDITURES: Repairs and Maintenance 150 4,000 3,500 4,000 ' Communication Telephone 0 0 10,030 10,000 Contractual 53,859 97,760 94,940 99,200 EMD Training Equipment 0 37,752 2,000 18,000 800 16,810 2,000 18,000 TOTAL EXPENSE $ 91,761 $ 121,760 $ 126,080 $ 133,200 NET CHANGE $ 26,247 $ 7,240 3,920 $ $ (3,200) 1 1 ' 131 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 132 1999 -00 2000 -01 PROJECTED PROJECTED $ 110,000 $ 110,000 5,000 5,000 15,000 15,000 2,000 $ 130,000 $ 130,000 4,500 4,500 10,000 10,000 103,000 106,000 2,000 2,000 18,000 20,000 $ 137,500 $ 142,500 $ (7,500)$ (12,500) 1 1 �J 1 1 1 1 1 1 1 1 1 1 1 1 1 DEBT SERVICE FUND The Debt Service Fund is used for paying general obligation debt incurred by the Village. The levy year is somewhat different from the actual payment year. The property tax is levied in such a fashion so that the Village will receive funds in time to pay the principal and interest as it becomes payable. Schedule of General Obligation Debt Outstanding Currently the Village has three general obligation bond issues outstanding. 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 sold April 6, 1998, for the purpose of preparing and acquiring land for the Village Center revitalization. The bond issue's debt service will be abated primarily from the revenue arising from the TIF II district. 1 133 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 134 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED $ 927,705 $ 705,155 $ 705,155 $ 619,105 0 0 0 0 67,648 65,000 70,000 70,000 215,882 210,000 206,932 210,000 142,318 100,000 150,000 135,000 400,000 0 275,000 0 $ 1,753,553 $ 1,080,155 $ 1,407,087 $ 1,034,105 1,700,365 1,376,155 1,376,155 1,363,105 4,516 2,000 2,000 4,000 $ 1,704,881 $ 1,378,155 $ 1,378,155 $ 1,367,105 $ 48,673 $ (298,000)$ 28,932 $ (333,000) DEBT SERVICE FUND ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED ' Debt Service Fund tREVENUE: 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 1 1 1999 -00 2000 -01 PROJECTED PROJECTED $ 618,825 $ 619,495 0 0 70,000 75,000 210,000 220,000 120,000 110,000 $ 1,018,825 $ 1,024,495 1,368,825 1,377,495 4,000 4,000 $ 1,372,825 $ 1,381,495 $ (354,000)$ (357,000) 135 1 F 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, 2% 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. t The public benefit share of new street improvements when certain criteria are met in connection with a special assessment project. In the 1998 -99 fiscal year the following projects will be undertaken: includes: Street maintenance which Snow and ice control Inlet reconstruction t Concrete street repair Weed control Pothole patching Crack filling ' Traffic signal maintenance Pavement marking Permanent traffic signal installation and roadway improvement at the ' intersection of Waukegan Road and North Avenue. Complete all Phase I work and achieve project development approval for the rehabilitation of the Deerfield Road Bridge over the Middle ' Fork. Accomplishments during 1997 -1998: Repaired 30 street inlets and did PCC concrete patching throughout , the Village. Contributed to the maintenance of streets. ' Completed the Intersection Design Study, the temporary traffic signal installation, and the traffic signal interconnection for the intersection of Waukegan Road and North Avenue. I Completed the traffic signal improvement at the intersection of Deerfield Road and Kenton /Kipling. 1 1 136 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 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED $ 741,912 $ 836,049 $ 821,896 $ 733,896 40,078 30,000 45,000 40,000 407,040 402,000 425,000 427,500 $1,189,030 $1,268,049 $1,291,896 $1,201,396 $ 230,000 $ 235,000 $ 235,000 $ 240,000 84,984 95,000 94,000 105,000 29,895 32,000 311000 33,000 1,583 0 0 6,000 20,672 464,250 198,000 228,500 $ 137,134 $ 591,250 $ 323,000 $ 372,500 $ 367,134 $ 826,250 $ 558,000 $ 612,500 $ 821,896 $ 441,799 $ 733,896 $ 588,896 Capital Projects Budget, Page 148 *Capital Project Item 3 * *Capital Project Item 4 ** *Capital Project Item 8 137 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 PROJECTED PROJECTED $ 588,896 40,000 427,500 $ 660,396 40,000 427,500 $1,056,396 $1,127,896 $ 245,000 $ 250,000 110,000 34,000 7,000 0 $ 151,000 115,000 35,000 67,000 0 $ 217,000 $ 396,000 $ 467,000 $ 660,396 $ 660,896 Capital Projects Budget, Page 148 *Capital Project Item 3 * *Capital Project Item 4 138 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, Interest Earnings, and the residents' contribution to the Sidewalk /Curb Program. 1 1 f] 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 the owners want replaced. The Village and the owners each pay a portion of the cost. Safety sidewalks are also accounted for in this fund. Safety sidewalks are those near schools, parks, and other publicly owned property which do not qualify for financing by the property owner. In addition to the Sidewalk /Curb Program, the following projects are scheduled for fiscal year 1998 -1999: Rehabilitation of Warrington Road (Cumnor to Deerfield) Rehabilitation of Knollwood Road (Margate to Kingston) Rehabilitation of Beverly Place (Margate to Deerfield) Rehabilitation of Kingston Terrace (Warrington to Beverly) Rehabilitation of Margate Terrace (Oxford to Meadowbrook) Rehabilitation of Grove Place (Central to Shepard Jr. High) Resurfacing of the Metra station parking lot and upgrades to Metra's train station modifications Remediation of Village owned underground storage tanks to comply with current federal regulations Achievements for the 1997 -1998 fiscal year included the completion of the: Construction of a new sidewalk on the north side of Deerfield Road from the Zion Lutheran Church to the east Village limits Rehabilitation of Dartmouth from Wilmot to Mallard Lane Rehabilitation of Mallard Lane Rehabilitation of Circle Court Rehabilitation of Pembroke Court Rehabilitation of Indian Hill Road from Kenmore to Dartmouth Rehabilitation of Kenmore from Hackberry to Dartmouth Rehabilitation of Arbor Vitae from west of Cedar Terrace to cul -de- sac Rehabilitation of Cedar Terrace from Deerfield Road to Arbor Vitae Rehabilitation of Spruce Street 1 139 1 Rehabilitation of Birchwood from Rosewood to Hackberry I Rehabilitation of Cody Lane, Wicklow Road and Court and Colony Lane Rehabilitation of Fair Oaks Avenue between Oakley and Chestnut t Avenue 1997 Sidewalk /Curb Program 140 INFRASTRUCTURE REPLACEMENT FUND ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE ACTUAL AND PROPOSED 'Infrastructure Replacement Fd. ' 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED ' REVENUE: Interest Earnings $ 33,338 $ 76,000 $ 100,000 $ 72,000 t Sidewalk /Curb Program 22,537 30,000 22,116 30,000 Surplus Transfer TIF 233,187 233,000 226,162 233,000 Transfer from Reserves General 401,000 0 0 0 ' Transfer from General Fd 1,150,000 150,000 427,000 150,000 Transfer from Parking Lot Fd 0 275,000 0 247,000 Other 11,230 0 0 0 ' TOTAL REVENUE $ 1,851,292 $ 764,000 $ 775,277 $ 732,000 ' Beginning Cash Balance 727,609 1,905,305 1,905,841 1,799,618 FUNDS AVAILABLE FOR YEAR $ 2,578,901 $ 2,669,305 $ 2,681,118 $ 2,531,618 ' EXPENDITURES Professional ** 66,525 105,000 111,000 125,000 Sidewalk /Curb Program* 81,738 141,000 84,000 115,000 ' Contractual ** 524,797 1,065,000 686,500 1,077,000 - - ' TOTAL EXPENDITURES $ 673,060 $ 1,311,000 $ 881,500 $ 1,317,000 BALANCE $ 1,905,841 $ 1,358,305 $ 1,799,618 $ 1,214,618 1 1 1 '* See Capital Projects Page 148 Project Numbers 1 and 2 ** See Capital Projects Pages 148 thru 150 Project Numbers 5, 9, 35, and 37 1 i ' 141 INFRASTRUCTURE REPLACEMENT FUND SOURCES OF FUNDS AND EXPENDITURES ' FUNDING SOURCE PROJECTED Infrastructure t Replacement Fd. 1999 -00 2000 -01 PROJECTED PROJECTED REVENUE: Interest Earnings $ 48,800 $ 32,000 Sidewalk /Curb Program 30,000 30,000 Surplus Transfer TIF 275,000 275,000 Transfer from Reserves General 0 0 Transfer from General Fd 150,000 150,000 Transfer from Parking Lot Fd 0 0 Other 0 0 TOTAL REVENUE $ 503,800 $ 487,000 Beginning Cash Balance 1,214,618 798,418 FUNDS AVAILABLE FOR YEAR $ 1,718,418 $ 1,285,418 EXPENDITURES Professional ** 105,000 105,000 Sidewalk /Curb Program* 115,000 115,000 Contractual ** 700,000 700,000 TOTAL EXPENDITURES $ 920,000 $ 920,000 BALANCE $ 798,418 $ 365,418 * See Capital Projects Page 148 Project Numbers 1 and 2 ** See Capital Projects Pages 148 thru 150 Project Numbers 5, 9, 35, and 37 142 1 1 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 1998 -99 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. 1 lJ 1 1 1 1 1 1 1 1 143 FUNDING SOURCE Intragovernmental Revenues VEHICLE & EQUIPMENT REPLACEMENT FUND SOURCES OF FUNDS AND EXPENDITURES ACTUAL AND PROPOSED REVENUE: Depreciation Charges: Administration Police Street Sewer Sewerage Treatment Plant Water Garage Refuse Interest Earnings Miscellaneous TOTAL REVENUE Beginning Cash Balance FUNDS AVAILABLE FOR YEAR EXPENDITURES: Equipment Motor Vehicles Repairs and Maintenance Total Expenditures REMAINING CASH BALANCE 144 1996 -97 1997 -98 1997 -98 1998 -99 ACTUAL BUDGET ESTIMATE PROPOSED $ 35,000 $ 41,000 $ 41,000 $ 41,000 150,000 200,000 200,000 210,000 70,000 65,000 65,000 97,000 27,000 27,000 27,000 27,000 6,000 6,000 6,000 6,000 23,000 23,000 23,000 23,000 2,000 2,000 2,000 2,000 12,650 12,650 12,650 12,650 73,283 65,000 75,000 65,000 58,512 3,000 48,000 50,000 $ 457,446 $ 444,650 $ 499,650 $ 533,650 1,214,876 1,250,340 1,330,860 1,496,061 $ 1,672,322 $ 1,694,990 $ 1,830,510 $ 2,029,711 274,588 30,000 30,000 188,500 56,873 319,300 294,449 259,500 10,000 10,000 10,000 10,000 $ 341,462 $ 359,300 $ 334,449 $ 458,000 $ 1,330,860 $ 1,335,690 $ 1,496,061 $ 1,571,711 VEHICLE & EQUIPMENT REPLACEMENT FUND ' SOURCES OF FUNDS AND EXPENDITURES FUNDING SOURCE PROJECTED Intragovernmental Revenues ' 1999 -00 2000 -01 PROJECTED PROJECTED ' REVENUE: Depreciation Charges: ' Administration Police Street ' Sewer Sewerage Treatment Plant Water ' Garage Refuse Interest Earnings ' Miscellaneous TOTAL REVENUE ' Beginning Cash Balance FUNDS AVAILABLE FOR YEAR ' EXPENDITURES: Equipment Motor Vehicles ' Repairs and Maintenance Total Expenditures ' REMAINING CASH BALANCE $ 41,000 $ 41,000 210,000 210,000 71,000 71,000 27,000 27,000 6,000 6,000 23,000 23,000 2,000 2,000 12,650 12,650 65,000 65,000 $ 457,650 $ 457,650 1,571,711 1,364,261 $ 2,029,361 $ 1,821,911 235,100 262,800 420,000 152,800 10,000 10,000 $ 665,100 $ 425,600 $ 1,364,261 $ 1,396,311 145 1 MI 1 u 1 1 I 1 1 1 1 1 1 1 1 1 1 THIS IS A BLANK PAGE I 1 1 1 1 1 1 1 1 1 z O 1 1 1 F 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 SUMMARY OF CAPITAL PROJECTS COMPLETED Fiscal Years 1993 -94 Through 1997 -98 ' 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 $20,769,100 was spent on capital projects during Fiscal Year 1993 -94 through 1997 -98, summarized below: ' 1. Street Rehabilitation - $5,215,000 ( street resurfacing and reconstruction program involving approximately 1 1/2 miles of streets annually); ' 2. n - Brid e Rehabilitation g o of repairs and renovations to Deerfield Rd., Montgomery and Carriage Way bridges); �. Motor Fuel Tax Street Maintenance - $2,507,000 (general street maintenance, sidewalk repair, inlet reconstruction, etc..); 4. Traffic Signal Installations - $1,068,000 (Waukegan Rd, Deerlake Rd, and Birchwood); ' 5. Storm & Sanitary Sewer Projects - $875,500 (Phase I and II of the storm and sanitary sewer program including manhole reconstruction and sewer renovation in several sectors of the Village); 6. Excess -Flow Pumping Stations - $120,600 (including construction of the Deerfield Road, Warwick Road and Wilmot Road Pumping facilities); 7. West Fork Channel - $96,000 (project consisted of the West Fork Channel relocation and culvert improvement); 8. Streetscape Phases I through IV - $6,919,500 (consisting of the Pedestrian Overpass and walkways at the train station, downtown train station modifications, entry signage features, Village Plaza, Southwest and Southeast Quadrant Redevelopment and Waukegan Rd. improvements); ' 9. Miscellaneous Capital Proms - $3,669,500 (including 50150 sidewalk and curb replacement, parkway tree planting, restoration programs, enhanced 911 system, storage ' material pad and landscaping for the public works compound, infrastructure, village hall & annex window replacement, streetscape maintenance). ' Total Capital Proiects - $ 20,769,100 -------------------- Of this total, $13,056,312 (62.9%) of the funding was provided by outside sources (i. e.., developers, TIF districts, and other Governmental Agencies). ' 146 0 PROJECTED CAPITAL PROJECTS EXPENDITURES Fiscal Years 1998 -99 to 2002 -03 During the next five years, street rehabilitation projects will comprise $8,590,000 of the total capital expenditure in fiscal years 1998 -99 through 2002 -03. Village streets currently ' identified for improvement include portions of Warrington, Knollwood, Beverly Place, Kingston Terrace, Margate Terrace, and Grove Place. Expenditures totaling $7 820 400 are anticipated to upgrade and improve the Village water p g p p�' P g supply system. This expenditure will provide for the Village's current and future projected water demands. Over the next three years, the Village will expend approximately $26,355,000 towards redevelopment activities in the southeast quadrant of the Village's downtown area. ' The aggregate level of funding for capital projects during the period fiscal years 1998 -99 to 2002 -03 is projected to be approximately $46,720,400. The total projected expenditures for capital projects can be categorized as follows: 1) Street Projects - $8,590,000 18.4% ' 2) Sewer Projects - 855,500 1.8% 3) Sewage Treatment Plant - 950,000 2.0% , 4) Water Projects - 7,820,400 16.8% 5) Village Center Redevelopment - 26,355,000 56.4% 6) Other Projects - 2,149,500 4.6% Total $46,720,400 100.0% 1 1 1 0 The items cited in this capital projects budget focus on long -term, ongoing activities which have no material ' effect on the operating budget. 147 1 7 C 0 c c 1 W 0 0 0 Ul 0 w W O ' w U W n O w ' a Z O H O� Q ~ WZ 00 Z 1 VQ OZLL 'No Wm -� Z �O EL Uw d U g 0 0 u. Z O U w 7 O w a 1 f 1 000 O O 00 000 O O 00 O C O O O O O O (r) Ln O (O (A O O .- (n N M 00 N - e-- n coo 00 co 000 00 00 OOO 00 00 0 U) 0 (r) Lri 0 0 O Lo M M Ln N N 000 00 00 0 O O 0 o 0 c O O 0 (n Lr) 0 V Ln C5 O Oe-v -M 00 0 N e- n coo 00 00 Co 000000 0000 0000 00 0 0 ui 0 0 ri (ri 0 ai N -T o M N n (D O N - n O '3'3 O 00 � O IQ c c N 7 O (0 N Co LL L LL. 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O O 0 00 O O O 0 0000 O O O O; O O 0 00 O O O 0 0000 O O O C ( (G o o 0 O O O O Oa)00 ONO O a a) C CO O O (D O O - CO L, O O7 00 r C CO 0 04 CD N N O 0 0(A M— NtAm 041 I ( (f) 6 69) (0 O O M N N fA — 0 —� N U). t to t to eA ( (fl to E I E» w 0101 I I O 0 0000 0 o 0 o 0 0000 0 0 0 0 00 0 0 0 00()0 0 000 L0 0 0000 0000 0 C Cf L LQ , (00 O OOM)N 0 0000 OOOO -00 C CO N N V V •- I I-O N (O Q Q) -L0 N 0000 �N O O V V Nt- O 0 000 -(A 0 0O V V (O V V O lfI n n N N - CO 6% N No(O t to EA N.••' ul N0 �• O O t to:�V 6i N N69 1 1r- ���061 (�; M M t to ( fl (� (� Q O V O N I- (6 V w 0 0 M O N M w 0 0 0) n CO r w 0 O CA M M N w O O eo OI O LA C w 0 O 0) CO O O M w J Q H O 1 1 1 1 1 1 1 1 f] 1 1 o ' �3 n° ac �z 1 1 1 1 L� 1 1 1 1 1 1 1 1 1 1 1 L 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 152 ACCOUNT NUMBER AND CLASSIFICATION BUDGET 1997 -98 ESTIMATE 1997 -98 BUDGET 1998 -99 5111 Salaries -- Professional $ 430,228 $ 384,125 $ 431,000 5114 Salaries - -Non Professional 419,280 400,260 433,000 ' 5115 Benefits 61,500 46,314 65,500 5211 Repairs, Maintenance of Building and Equipment, Building Supplies 38,000 28,346 40,000 5212 Education -- Travel, Dues, etc. 7,800 5,414 8,800 ' 5213 Printing 12,000 12,333 12,000 5214 Communication 9,200 7,491 9,200 5216 Utilities 1,500 821 1,500 5220 Binding 3,600 277 3,600 ' 5224 Periodicals 40,000 40,331 40,000 5224 Books 130,000 133,133 140,000 5224 Audio Visual 25,000 21,654 35,000 5315 Insurance 23,600 33,059 25,600 5316 Professional Services 5,000 6,072 5,000 ' 5317 Contractual: Equip. Rental, Maintenance & Xerox 20,600 72,314 20,600 5320 Special Library Programs 9,000 8,288 11,000 5320 Data Base 3,000 19,430 3,000 5320 Cataloging Service 5,000 6,082 6,000 5424 Miscellaneous 1,500 360 1,500 5434 Supplies (Library and Office) 20,000 27,018 22,500 6111 New Equipment 5,000 5,518 8,500 ' 7316 Equipment Replacement 25,000 25,000 50,000 SUB TOTAL $1,295,808 $1,283,640 $1,373,300 Remodeling Project 360,000 100,605 240,000 ' Automation Project 120,692 49,395 124,700 TOTAL $1,776,500 $1,433,640 $1,738,000 ' SOURCE OF FUNDS Property Tax Levy $1,269,000 $1,269,000 $1,343,000 Personal Property Replacement Tax 16,000 22,101 16,000 ' Non - Resident Fees 15,500 18,506 15,500 Fees, Fines and Penalties 35,000 35,546 35,000 Gifts 500 593 500 Miscellaneous 500 2,801 1,000 ' Xerox 8,000 8,105 8,000 Interest 36,000 61,426 40,000 Grants 21,000 23,834 21,000 Videos 15,000 18,954 18,000 ' Reserve for Repairs & Replacement plus Improvement 360,000 0 240,000 SUB TOTAL $1,776,500 $1,460,866 $1,738,000 ' Impact Fees 17,000 19,245 11,000 TIF Surplus 170,000 185,970 140,000 Transfer to TIF Reserve (187,000) (205,215) (151,000) ' Use of Reserves TOTAL $1,776,500 $1,460,866 $1,738,000 152 1 1 DEERFIELD PUBLIC LIBRARY , Work Statistics 1994 -95 1995 -96 1996 -97 1997 -98 ' CIRCULATION DEPARTMENT: Materials Circulated - Books 230,117 235,505 263,989 246,254 Records, CDs, Tapes, Audio Tape 28,097 32,129 35,524 29,774 Puzzles (Miscellaneous) 223 268 210 124 Interlibrary Loan 4,430 4,468 4,624 4,128 Video Tape Collection 27,950 40,402 61,927 61,465 Total Materials Circulated 290,817 312,772 366,274 341,745* Overdue Notices Mailed 5,192 * * ** *10,629* 5,507* 7,800* (After 3 -4 weeks) Registered Borrowers 13,998* 14,528* 12,496* 12,547* PROCESSING DEPARTMENT: Material Purchased and Received - Books 7,252 8,047 6,294 7,272 Records, CDs, Audio, Audio Tapel,159 912 309 542 Miscellaneous 80 85 88 84 Video Cassettes 265 229 280 326 Total Materials Processed 8,756* 9,273* 6,971* 8,224* PROGRAMMING - ADULT AND CHILDREN'S DEPARTMENT: Adult Programs Sponsored or Conducted by Library Staff 47 ** 52 ** 47 ** 51* Children's Programs Sponsored or Conducted by Library Staff 192 ** 198 ** 117 ** 76* Meeting Room Use by Groups Outside the Library 82 ** 84 ** 100 ** 56* Adult Reference Inquiries 20,285 ** 20,262 ** 22,662 ** 24,945* Childrens Reference Inquires 7,889 ** 9,072 ** 11,607 ** 16,192* * February, March, April Figures Estimated ** Figures through February * ** October through April figures estimated (conversion to new system, no figures) * * ** Figures through January * * ** *Conversion to new computer system - no mail -outs October through March 153 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 FRI Z r; 1 1 1 1 1 1 1 1 1 1 1 1 I 1 1 1 �l 1 1 1 1 APPENDIX A Administrative Division ' Equipment Request 1998 - 1999 EQUIPMENT Budget ' Village Manager's Department Files $ 2,000 Printer 1,000 Small Equipment 1,000 Miscellaneous 1,000 Total $ 5,000 Finance Department Fax Machine $ 1,000 I Laser Printer (System Replacement) 1,500 Personal Computer (Replacement) 1,500 Files 1,000 Replacement Equipment 1,000 ' Other 2,000 Total $ 8,000 Community Development Printer Upgrade $ 1,000 Total $ 1,000 Encrineerina ' Miscellaneous Peripherals $ 1,000 Total $ 1,000 GRAND TOTAL $15,000 '' 154 APPENDIX B Public Safety Division Police Department Equipment Request 1998 - 1999 EQUIPMENT Budget Four Personal Computers $10,000 Video Camera 1,700 Four Radar Units 8,000 Two Chairs - Communications 1,000 Office Furniture -Youth Services 2,000 TOTAL 22,700 155 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 1998 - 1999 EQUIPMENT Budget Chain Saw 300 Lawn Mower 500 TOTAL $ 800 156 APPENDIX C -2 Public Works Division Equipment Request Sewer Department 1998 -1999 EQUIPMENT Budget Mini Video Camera $7,000 $7,000 WRF D 0 Meter 1,600 4 Inch Discharge Hose 1,100 $2,700 TOTAL $9,700 157 1 1 1 I 1 1 1 1 1 1 1 1 1 APPENDIX C -3 Public Works Division Equipment Request Water Department 1998 -1999 EQUIPMENT Variable Speed Motor for Hazel Avenue Water Meters Replace Scales at Hazel /Hawthorn Pumping Stations 3 Inch Pump Hose Monster Budget $20,000 20,000 6,000 2,000 1,800 TOTAL $49,800 1 158 EQUIPMENT Gateway Computer Two Personal Computers Two Monitors Two DSU Synchronous Modems One Bridge Router 159 APPENDIX D Enhanced 9 -1 -1 Fund Equipment Request 1998 - 1999 Budget $ 5,000 5,000 3,000 1,200 3,800 TOTAL $18,000 v r-1 'b ij U J-1 0 N E N U w ro H H � a W � a a a v E -ri w ro v H U A N M O I N O O N N O H O O N H O 1 O O O N O O I 01 01 H 0\ 01 I 00 m 0) H P4 0 W a 0 W a w Q 0 w x L(1 MHLn V H MMMOMMNMMM 01 01 01 01 01 01 01 O1 01 0\ 01 01 01 01 Q1 01 01 01 01 01 01 0) 0) 0) 01 01 01 O1 Ql 01 01 01 01 ri H H H 'A H H H r♦ H r-I r- H H H H H 0 0 O 0000 0 0 O v O v 0 0000 O O ro croi U o E O 0 •rl -H i4 E v O •rl W S4 v v 4J O 0000 O O �0 rd U) >1 [` au u >.un L` 0 ro (n M M M M M Ln O v v E v ro �4 0 H rL ri v r-L i4 v 0 H 00E00 �4 J-) r.' 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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 1 organizational unit for the purpose of accomplishing a function for which the government is responsible. ACTUARIAL RESERVE DEFICIENCY The excess of the actuarial accrued liabilities at the date of valuation of the retirement system over the available assets on hand to meet such liabilities; or the excess of accrued and prospective liabilities over the present and prospective assets. ' APPROPRIATION A legal authorization granted by a legislative body to make expenditures and to incur obligations for specific purposes. An appropriation is usually limited in amount and as to the time when it may be expended. ■ ASSESSED VALUATION A valuation set upon real estate or other property by a government as a basis for levying taxes. ASSETS Property owned by a government which has a monetary value. BOND A written promise, generally under seal, to pay a specified sum of money, called the face value, at a fixed time in the future, called the date of maturity, and carrying interest at a fixed rate, usually payable periodically. BONDED DEBT That portion of indebtedness represented by outstanding bonds. BUDGET A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing them. BUDGET AMENDMENT A legal procedure utilized by the governing board to revise ' a budget. BUDGET DOCUMENT The instrument used by the budget- making authority to present ' a comprehensive financial plan of operations of the governing board. BUDGET MESSAGE A general discussion of the proposed budget as presented in writing by the budget making authority to the legislative body. BUDGET ORDINANCE The official enactment by the governing board to legally authorize the government administration to obligate and expend resources. ' BUDGETARY CONTROL The control or management of a government or enterprise in accordance with an approved budget for the purpose of keeping expenditures within the limitations of available appropriations and available revenues. 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. 1 164 Ll 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. 1 165 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. 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 1 166 1 167 1 INVESTMENTS Cash held in interest bearing accounts, securities and real estate held for the production of revenues in the form of interest, dividends, rentals, or lease payments. The term does not include fixed assets used in governmental operations. , LEVY (VERB) To impose taxes, special assessments, or service charges for the support of governmental activities. (NOUN) The total amount of taxes, special assessments, or service charges imposed by a government. ' LONG TERM DEBT Debt with a maturity of more than one year after the date of issuance. , METRA An abbreviation for the Northeast Illinois Regional Commuter Railroad Corporation which manages and operates the commuter trains and commuter buses in the Village. NET INCOME Proprietary fund excess of operating revenues, nonoperating revenues, and operating transfers -in over operating expenses, nonoperating expenses, and operating transfers.-out. ' OBJECT As used in expenditure classification, this term applies to the article purchased or the service obtained (as distinguished from the results obtained from expenditures) . Examples are personnel services, contractual services, commodities, capital outlay and other expenditure classifications. OPERATING BUDGET The portion of the budget that pertains to daily operations that provide basic governmental services. The operating budget contains , appropriations for such expenditures as personnel, supplies, utilities, materials, services, etc. OPERATING EXPENSES Proprietary fund expenses which are directly related to the ' fund's primary service activities. OPERATING INCOME The excess of proprietary fund operating revenues over operating expenses. ' OPERATING REVENUES Proprietary fund revenues which are directly related to the fund's primary service activities. They consist primarily of user charges for services. ' PENSION TRUST FUND A Trust Fund used to account for public employee retirement systems. Pension Trust Funds are accounted for in essentially the same manner as proprietary funds, but with an important expanded emphasis on required fund balance reserves. PERSONNEL SERVICES Items of expenditures in the operating budget for salaries and wages paid for services performed by Village employees. , RESERVE An account used to indicate that a portion of fund equity is legally restricted. ' RESOURCES Total dollars available for appropriations including estimated revenues, fund transfers, and beginning fund balances. REVENUES Increases in governmental fund type, net current assets, and residual equity transfers. SOURCE OF REVENUE Revenues are classified according to their source or point of origin. SPECIAL REVENUE FUND A fund used to account for the proceeds of specific revenue sources (other than special assessments, expendable trusts, or for ' 167 1 1 1 1 1 1 1 1 1 i 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. 1 1 i 1 1 1 1 1 1 1 1 1 1 1 1 t 1 1 THIS IS A BLANK PAGE