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HomeMy WebLinkAbout03/27/1997 FC MinutesFinance Commission Minutes of the Meeting March 27, 1997 I. Call to Order The meeting was called to order at 7:00 p.m. Those present included Chairman Richard Bachhuber and Commission Members John Engel, Vince Grochocinski, Newt Hallman, James Morrison, Tom Pekras, and Ann Smilanic. Also present were Finance Director Brian Caputo, Assistant Finance Director Carol Widmer, and one reporter. Commission Members John Korn and Joe Etchingham were absent. II. Approval of Minutes The minutes of the January 23, 1997 minutes were approved as presented. III. Presentation of the Monthly Report for February 1997 Finance Director Brian Caputo presented the Budget Revenue and Expenditure Summaries for February 1997. In his review of year-to-date revenues, Mr. Caputo pointed out that a portion of the first installment of the 1996 property taxes, which are paid in 1997, were received in February. During his review of expenditures, Mr. Caputo mentioned that the medical claims of $304,000 for the first two months of 1997 are considerably lower than the $426,000 budgeted for that time period. IV. Discussion of Revenue Mix Funding Alternatives for the Street Improvement Program After 1997 Finance Director Brian Caputo reviewed the status of the Street Improvement Program. The 1997 Budget initially provided for the issuance of $2.5 million of general obligations bonds to fund street resurfacing and reconstruction in 1997. In February 1997, the Village Board made the decision not to issue bonds this year and chose to pay for the street work with current available resources in the amount of $1.9 million. However, a decision must be made as to how to fund the rest of the program which extends through the year 2006. Mr. Caputo prepared several exhibits for the Finance Commission members to consider in their discussion of the funding alternatives for the Street Improvement Program. The exhibits were attached to his memorandum to the Village Manager dated March 21, 1997. 2 Exhibit 1 presents the funding requirements for the Street Improvement Program. This exhibit indicates that a total of $13,304,543 in new revenue would need to be provided over the next nine years in order to fund all of the street improvement projects. Exhibit 2 provides six revenue mix alternatives to be considered for funding the program. Alternatives 1, 2, and 3 represent individual revenues which, if increased to the recommended level, would provide the necessary funding. Under Alternative 1, the utility tax rate would be increased from 2% to 4.5%. The 2.5% increase would provide all the revenue necessary for the street program. In Alternative 2, the Home Rule Sales Tax rate would be raised from .5% to 1%. Alternative 3 would require a 25% increase in 1997 property taxes (paid in 1998) with 3% increases in the street improvement component of the levy through the year 2001. Alternatives 4, 5, and 6 involve various combinations of revenues which could be used to fund the program. Mr. Caputo stated that he purposely did not include an increased vehicle decal rate in any of the alternatives for several reasons. First, with a $1 increase in the decal rate yielding only $30,000 to $35,000 per year, any total increase would need to be very large in order to make a meaningful funding contribution. Second, a higher -priced vehicle decal would not provide the increasing revenues needed for the program through the year 2001. Finally, a significantly higher -priced vehicle decal would likely pose collection problems. The members of the Finance Commission reviewed all six alternatives. As part of the discussion, the Commission Members discussed the advantages and disadvantages of the various revenues and the impact the mix alternatives would have on residents. They also considered who would actually be paying the taxes and fees (i.e., owners, renters, residents, non-residents) and when the revenues would be available. For instance, to establish an additional .5% home rule sales tax, notification must be sent to the State of Illinois by October 1, 1997 in order for the tax to effective January 1, 1998. The first receipts would be sent to the Village in April 1998. In order to accumulate the funds necessary to pay for a construction season, the timing of revenue receipts must be considered. Another element the Finance Commission discussed was the cost of collection to the Village. Property taxes and home rule sales tax are collected by state and county agencies and remitted to the Village. The Village would be responsible for collecting gasoline taxes or additional utility taxes. After the discussion, the Finance Commission, as they did at their January 23, 1997, meeting recommended that an increased utility tax be used to finance the Street Improvement Program (Alternative 1) after 1997. A utility tax increase is favored by the members of the Commission for the following reasons: utility taxes are paid by both businesses and residents, all residents pay the tax whether property owners or renters, the utility tax grows naturally with inflation, and there would be no increased collection costs because the collection system 3 is already in place. The Finance Commission unanimously recommends that a 4.5% utility tax rate be established to fund the street improvement project with the provision that the 2.5% increase in the utility tax rate be reduced after the year 2001. V. Adjournment The meeting was adjourned at 8:30 p.m. The next meeting is scheduled for Thursday, April 24 at 7:00p.m. Respectfully submitted, Carol L. Widmer Assistant Finance Director