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HomeMy WebLinkAbout09/27/1990 FC minutesFINANCE COMMISSION Minutes of the Meeting September 27, 1990 I Call to Order The meeting was called to order at 7:35 p.m. Commission members in attendance were Richard Bachhuber, Paul Davies, Vince Grochocinski, Newt Hallman, and Ann Smilanic. Also present were Larry Smith of the Daily Herald, Finance Director David Jepson, and Assistant Finance Director Carol Widmer. II AAPproval of Minutes The minutes of the July 26, 1990 meeting were accepted as presented. III Public Safety Building Financing David Jepson reviewed the plans for financing the proposed Public Safety Building. The Village Board considered several options available to them and determined that it would be prudent to borrow the least amount of money possible. With that in mind the financing for the $6,992,000 facility would be funded from a $4 million dollar bond sale, $2,500,000 from the State Income Tax Surcharge and the balance from investment income. The Village Board felt a tax increase of less than $10 a year per household over a five-year period would be an acceptable amount for a Mount Prospect Resident. The bonds would be sold before December 31, 1990. It is expected that the average cost of borrowing the funds will be 6-3/4% and the Village will be able to earn 7-1/2% on the proceeds. If the referendum passes in November, the tentative schedule for the building would be as follows: the engineers would prepare detailed plans within 60 days and prepare a bid package; bid requests would be sent out in January and be evaluated in February; the contract would then be awarded in March of 1991. In April, the move to temporary facilities and demolition of the old building would begin with construction to follow. The expected completion date is July 1, 1992. IV Acquisition of Citizens' Utilities Water System Over the past 15 years, many of the residents served by the Citizens' Utilities System have been unhappy over the quality and the cost of the water. However, in 1987 Citizens' Utilities negotiated a contract with the Village of Glenview which should result in Glenview supplying Lake Michigan Water to Citizens' Utilities by 1992. The problem of water quality should be resolved at that time. A number of the residents in that area asked the Village Board to consider the purchase of Citizens' Utilities and so a feasibility study was prepared by outside consultants. According to the January 1990 report prepared by Greeley and Hansen, the estimated cost to purchase the Citizens' Utilities System would be about $15 million. Known improvements to the system could add another $5 million to the cost. It was pointed out that the costs would be paid by the users of the system, not the residents in other areas of the Village. If a financing plan consisting of a 25 year, $20 million bond issue is used, the owner of a $160,000 market value home ($25,000 equalized assessed valuation) who used 90,000 gallons annually would pay $290.25 for water and sewer and a special service area tax of $408.00 for a total of $698.25 per year. The same resident would pay $501.12 annually if Citizens' continued to own the system. Therefore, it would cost the typical resident $197.13 annually or $16.43 monthly to fund the purchase of the system. If the Village Board decides to proceed with the purchase of the system, a referendum in the area serviced by Citizens' Utilities would be held to determine if the residents support the acquisition. Also, the Village would have to coordinate the project with Prospect Heights since that Village is also serviced by Citizens Utilities. The next step in the process will be for Greeley and Hansen to provide firmer cost estimates. V Finance Director's Report David Jepson reported on the progress of the Stormwater User Charge project. RJN Environmental Associates, Inc., the firm retained to study flooding in the Village, was asked to research and recommend a user fee system. In connection with their study, RJN has surveyed about 50 other municipalities who have established user fees and they have found that having a separate funding source is the most successful way to handle the situation. A base rate has been established for single-family houses with incremental charges for non-residential property. It is expected that the stormwater study will be ready in early November and the user fee report mid to late November. The annual Water and Sewer System Revenue and Expenditure Analysis for the 89/90 fiscal year was then reviewed. Schedule I was prepared on a full accrual basis and does not include capital expenditures or principal payments on bonds but does include depreciation and interest expense, the schedule shows a net income of $48,799 for 1990 compared to a $85,075 loss for 1989 and retained earnings of $10,849,155 for 1990 as compared to retained earnings of $10,800,356 for 1989. The schedule shows the results of the Village's operation on a basis similar to the operation of a privately owned and operated utility. However, it was mentioned that the objective of a municipal utility is to establish rates to break-even and not to include a profit margin as in private industry. Schedule II is the schedule which has been prepared to determine the adequacy of Village Water and Sewer rates. This schedule shows a comparison of water and sewer revenues and expenditures modified to include only those revenues and expenditures dependent upon water and sewer rates. The amounts reported have been converted to a value per 1,000 gallons to compare with the actual Village rate. For 1989/90 the Water and Sewer System shows revenues of $4,526,954 and expenditures of $4,336,742 with an excess of revenues over expenditures of $190,212. Revenues were $2.88 per 1,000 gallons for 1989/90 and expenditures 2 $2.76 with a 12¢ per 1,000 gallons excess. The 1990/91 budget projects estimated revenues per 1,000 gallons equal to $2.83 and estimated expenditures equal to $3.19 with a deficit of 36¢ per 1,000 gallons. The Village's combined water and sewer rate was increased on May 1, 1984 from $1.53 per 1,000 gallons to $2.10 and then was not increased again until May 1, 1988. At that time a two-phase increase was adopted. On May 1, 1988 the rate was increased to $2.30 and on May 1, 1989 the rate was increased to $2.50. We are currently in the second year of the last rate increase and it appears that rates will need to be increased May 1, 1991 and probably again on May 1, 1992. The next meeting is scheduled for October 25, 1990. The meeting was adjourned at 9:05 p.m. 3 Respectfully submitted Carol L. Widmer Assistant Finance Director