HomeMy WebLinkAbout01/23/1997 FC MinutesFinance Commission
Minutes of the Meeting
January 23, 1997
I. Call to Order
The meeting was called to order at 7:OOp.m. Those present included Chairman Richard
Bachhuber, and Commission Members John Engel, Vince Grochocinski, Newt Hallman, John
Korn, James Morrison, and Ann Smilanic. Also present were Village Manager Michael Janonis,
Finance Director Brian Caputo, Assistant Finance Director Carol Widmer, Village Trustee Irvana
Wilks, and Village Board Candidate Dan Nocchi. Commission members Tom Pekras and Joe
Etchingham were absent.
H. Approval of Minutes
The minutes of the November 14, 1996 meeting were approved as presented.
III. Presentation of the Monthly Report for December 1996.
Finance Director Brian Caputo presented the Budget Revenue and Expenditure Summaries for
December 1996. This report summarizes the Village's revenues and expenditures by classification
and fund for the current month and year to date. The report also has a column indicating the
corresponding 1996 budget figure and a column indicating the ` unreceived balance." The
unreceived balance is also represented by a percent figure. Mr. Caputo advised the members of
the Finance Commission that these 1996 amounts are preliminary, cash -basis figures.
IV. Discussion of Funding Alternatives for the Street Improvement Plan
At its September 26, 1996, meeting the Finance Commission recommended that the Village adopt
a pay-as-you-go approach to funding the backlog of street improvements identified by the Public
Works Department. During its budget deliberations, the Village Board expressed an interest in
exploring the possibility financing street work in future years with some form of current revenues.
The Village's 1997 Budget was approved with a $2,500,000 bond issue to provide new money
for the 1997 street improvement program; however, this was done with the understanding that
early in 1997 the Board would consider using fund balances and other sources to finance the 1997
street program instead of issuing the bonds.
Mr. Caputo summarized the contents of his January 21, 1997, memorandum to the Village
Manager (subject: Funding Alternatives for the Street Improvement Program) which was
provided to the Finance Commission prior to the meeting. Exhibit 1 "1997 Street Improvement
Program Available Funds" has identified a total of $1,900,000 which could be used to provide
additional funding for the 1997 street program. In the General Fund there is $695,000 available.
This amount is in excess of the 15% fund balance goal for the General Fund. The $1,000,000 in
the Capital Improvement Fund is the money which had been set aside for renovation of the
Village Hall. Interest on previously expended bond proceeds of $55,000 is available in the Street
Improvement Fund. Finally, $150,000 of Community Development Black Grant funds are
available. These are CDBG monies which were allocated to the Village in prior years but were
not spent.
Mr. Caputo directed the members of the Finance Commission to the Public Works proposed
funding program "Option 4 (Revised)" which sets forth the ten-year plan to reconstruct and
resurface the backlog of streets needing these repairs and the estimated new monies over and
above the $1,000,000 in NET and $300,000 in General Fund contributions already provided for
road repairs. The revised plan assumes that $1.9M in new money will be available instead of the
$2.5M bond issue. The amount of new money needed each year ranges from SIAM to $2.6M
over the ten-year period.
The next table, "Funding Requirement for Street Improvement Program Option 4," outlines
current debt service requirements for the 1994 and 1996 bonds issued for street improvements,
the planned additional expenditures under the revised Option 4, the available funds from the 3/4%
of the second 1/4 cent home rule sales tax, and finally the new revenues needed each of the nine
years after 1997 in order to implement the revised Option 4. A total of $13,304,543 will be
needed over the nine=year period.
Finally, Mr. Caputo presented a "Survey of Selected Tax Rates and Fees" which indicated the
levels of tax rates and fees imposed by neighboring communities. Currently, Mount Prospect's
vehicle sticker rate in the highest in the area. The Village's property tax rate is in the middle
range. Only Park Ridge and Des Plaines currently impose a one cent per gallon gasoline tax.
Mr. Caputo turned his discussion to the possible sources of funding for the street program. The
advantages and disadvantages of each revenue were reviewed by the members of the Finance
Commission as well as how the timing of the receipt of the revenues would have an effect on
when street projects could begin. For instance, gasoline tax, home rule sales tax, and utility taxes
are all received monthly. Property taxes are available in March and September and most of the
vehicle license fees are received from February through April. It would take a few months to
accumulate enough revenue to fund a street work early in 1998.
The members of the Finance Commission discussed the funding sources in great detail.
Commission members remarked that using property taxes for a funding source provided an
advantage to residents as far as being deductible for federal income tax purposes. Commissioners
felt that increasing the vehicle license fee to provide some of the necessary revenue would provide
a link between the users of the roads and the repair of the roads. The disadvantage is that the
license fee is already the highest in the area and as the fee increases it becomes more difficult to
collect from reluctant residents. The gasoline tax also provides a link between the actual users
and the road deterioration. It is estimated that such a tax would yield approximately $210,000
annually. Currently, the Village's home rule sales tax rate of 'A cent is most common among
neighboring communities. Only Palatine has a higher rate. The Village's utility tax, which is
currently at 2% on electricity, natural gas, and telecommunications, could be increased to provide
adequate funds for the program. An increase from 2% to 4.5% would be sufficient to meet the
funding needs. Several commissioners voiced the opinion that enacting or raising one or, at the
most, two taxes or fees would be the best approach. The utility tax received the most support
from the members of the Finance Commission because it is paid by everyone, it has a growth
element which would generate sufficient funds, and the collection system is already in place.
At the conclusion of their discussion, the members of the Finance Commission unanimously
endorsed the recommendation of staff to adopt a $1.9M spending plan from existing available
funds in lieu of a $2.5M bond issue for the 1997 street improvement program. They also stated
that there is a need to establish a long-term funding plan for the continuation of the road
construction program.
V. Adjournment
The meeting was adjourned at 9:25p.m. The next meeting will be held on February 27 at
7:00p.m.
Respectfully submitted,
Carol L. Widmer
Assistant Finance Director
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