HomeMy WebLinkAbout02/13/2007 COW agenda
COMMITTEE OF THE WHOLE
AGENDA
Meeting Location:
Mount Prospect Village Hall
50 South Emerson Street
Meeting Date and Time:
Tuesday, February 13,2007
7:00 p.m.
I. CALL TO ORDER - ROLL CALL
Mayor Irvana K. Wilks
Trustee Timothy Corcoran Trustee Richard Lohrstorfer
Trustee Paul Hoefert Trustee Michaele Skowron
Trustee John Korn Trustee Michael Zadel
II. ACCEPTANCE OF MINUTES OF NOVEMBER 14,2006
III. CITIZENS TO BE HEARD
IV. 2007 CAPITAL IMPROVEMENT PROJECT REVIEW
This year the Village will undertake more than $5.3 million worth of various capital
projects. The scope of work includes roads, sidewalks, streetscape, sewers, watermains
and traffic signal upgrades. As in the past, Public Works will provide an overview of the
various upcoming projects.
V. TRANSFER OF PRIVATE ACTIVITY BOND VOLUME CAP
Each year the Village is allocated private activity bond volume cap that can be used for
the benefit of certain qualified private development projects. These projects include
construction of apartments for low and moderate-income families or for first-time
homebuyer programs. The 2006 allocation in the amount of $4,402,240 was reserved
by the Village Board in March 2006. A portion of the cap was sold off to Sterns Brothers
for use in a housing project in Washington, Illinois. The Village has received a request
from Stern Brothers to transfer the remaining portion our 2006 cap to go towards the
Assist Homebuyer Assistance Program. Assist is a program sponsored by communities
throughout the state that offers families the opportunity to buy their own home. The
homebuyer assistance feature of the Assist program provides families with funds to pay
all or most of their closing costs and down payment, enabling families with good credit
but little extra capital to buy their first home. Loans through the Assist program have
been made in the Village in 2005 and 2006. Staff recommends that the Village formally
transfer the remaining amount of volume cap for the benefit of the Assist program.
Staff will make a presentation on the Assist program and will be on hand to answer
questions and facilitate discussion.
NOTE: ANY INDIVIDUAL WHO WOULD LIKE TO A TTEND THIS MEETING BUT BECAUSE OF A
DISABILITY NEEDS SOME ACCOMMODA TlON TO PARTICIPA TE, SHOULD CONTACT THE VILLAGE
MANAGER'S OFFICE AT 50 SOUTH EMERSON, MOUNT PROSPECT, ILLINOIS 60056, 847/392-6000,
EXTENSION 5327, TDD #847/392-6064.
VI. RECOMMENDATION FOR WORKER'S COMPENSATION THIRD PARTY
ADMINISTRATIVE SERVICES
The Village is self-insured in its worker's compensation program. To assist in the
administration of claims the Village has contracted out the service to a third-party
administrator (TPA). Since January 1, 1998, the Village has utilized Cambridge (Martin
Boyer) to handle the administration of all worker's compensation claims. It has been
almost ten years since the Village has requested proposals from firms to provide this
service. A survey of neighboring communities was done to see what TPA's were active
in the municipal market. From that survey we invited three firms to submit proposals for
providing claims administration service. Each of the firms were invited for an interview
where they were evaluated on several factors including relevant experience, staff size
and claims load, utilization of technology and general philosophy in handling claims. The
firms were also asked to provide a quote for services. Firms were rated based on their
responses to the questions in the interview and an understanding of the workers'
compensation arena. The search narrowed down the choices to a single firm at which
time a site visit was made to view their operations. It is anticipated that the change to a
new claims administrator would go into effect on March 1,2007.
Staff will be on hand to present the results of the search process and to answer
questions and facilitate discussion.
VII. ACTUARIAL REVIEW OF VILLAGE'S SELF-INSURED PROGRAM FOR AUTO AND
GENERAL LIABILITY
Prior to 2005, the Village utilized a multi-tier approach of self-insurance, commercial
insurance and pooled coverage to insure for auto and general liability claims. At the
request of the Village Board, an actuarial firm (Milliman Consultants and Actuaries) was
hired in 2004 to prepare an analysis of the self-insured program. The request by the
Board to perform the actuary analysis was prompted by difficulties incurred in managing
the Village's risk management program. Based upon the results of the analysis and a
recommendation from Mike Nugent, the Village's insurance consultant, the Village
increased its self insured retention to $2,000,000 in lieu of purchasing commercial
insurance. A recommended reserve level of $1 ,385,000 was established. At that time,
the Village had $439,000 in reserve for auto and general liability claims. Future budgets
of the Risk Management Fund were prepared to allow monies to be set aside over a
period of several years to meet the recommended reserve level. A follow-up actuary
analysis was prepared for 2006 to calculate the reserve level based on claims
experience since the last analysis and to determine progress in meeting the original
recommended reserve amount. Milliman Consultants and Actuaries were again hired to
perform the analysis for the Village. Direction from the Board regarding establishing a
policy for reserve levels in the Risk Management Fund is needed.
Staff will make a presentation on the Village's self-insurance program and will be on
hand to answer questions and facilitate discussion.
VIII. REVIEW OF CHAPTER 8 ARTICLE 8 OF THE VILLAGE CODE FOR REAL ESTATE
TRANSFER TAX
At the January 16, 2007 Village Board meeting an amendment to the Village Code
relating to the application for rebate of the real estate transfer tax was presented to the
Board for approval. During discussion of this item, additional questions were raised
regarding the period allowed to apply for the rebate. At the direction of the Board, staff
was asked to further research the matter and bring it back for discussion at a later date.
In addition to a review of the two-year period for applying for a rebate, staff also looked
into how consideration or the value of the transfer was being determined.
The provision that permitted the two-year grace period for qualifying for the rebate was
adopted on February 20, 1996 and can be found in Section 8.804 (A) (2) of the Village
Code. Previous to this change, the grace period was one year. The change was made
to be consistent with IRS regulations. At that time the IRS permitted a two-year window
regarding the reinvestment of capital gains from the sale of a home. Since that time the
I RS Code has changed so this regulation is no longer applicable. Staff is recommending
that the grace period for becoming eligible for the rebate be changed to one year.
We are also recommending a change to subparagraph G to remove the presumption of
consideration with respect to real estate transfers pursuant to a divorce decree. About
five years ago, we amended our ordinance to expand the definition of consideration so
that we might treat virtually every real estate transaction as a taxable event. Subsequent
to that amendment, we have interpreted the definition to include intra-family tax planning
transfers, parental mortgage forgiveness and court ordered divorce transfers as taxable
events. Most real estate transfer tax ordinances do not tax these types of transactions.
In consultation with the Village Attorney, it appears that, except for the divorce decree
language, we can simply adopt an administrative policy that narrows our interpretation of
consideration to be consistent with the state law on real estate transfers.
In addition to the attached information, appropriate staff will be on hand to answer
questions and facilitate discussion.
IX. VILLAGE MANAGER'S REPORT
. STATUS
X. ANY OTHER BUSINESS
XI. ADJOURNMENT
CLOSED SESSION
PERSONNEL
5 ILCS 120/2 (c) (1). "The appointment, employment, compensation, discipline, performance, or
dismissal of specific employees of the public body, including hearing testimony on a complaint
lodged against an employee to determine its validity."
5 ILCS 120/2 (c) (2). "Collective negotiating matters between the public body and its employees
or their representatives, or deliberations concerning salary schedules for one or more classes of
employees."
MAYOR
Irvana K. Wilks
Mount Prospect
TRUSTEES
Timothy J. Corcoran
Paul Wm. Hoefert
A. John Kom
Richard M. Lohrstorfer
Michaele W. Skowron
Michael A. Zadel
Phone: (847)392-6000
Fax: (847)392-6022
TDD: (847) 392-6064
VILLAGE MANAGER
Michael E. Janonis
VILLAGE CLERK
M. Lisa Angell
Village of Mount Prospect
50 South Emerson Street Mount Prospect, Illinois 60056
o R D E R OF BUS I N E S S
SPECIAL MEETING
Meeting Location:
Mount Prospect Village Hall
50 South Emerson Street
Mount Prospect, Illinois 60056
Meeting Date and Time:
Tuesday
February 13, 2007
6:00 P.M.
I. CALL TO ORDER
II. ROLL CALL
Mayor Irvana K. Wilks
Trustee Timothy Corcoran Trustee Richard Lohrstorfer
Trustee Paul Hoefert Trustee Michaele Skowron
Trustee A. John Korn Trustee Michael Zadel
III. CLOSED SESSION
LAND ACQUISITION 5 ILCS 120/2 (c) (5) - The purchase or lease of real property for
the use of the public body, including meetings held for the purpose of discussing
whether a particular parcel should be acquired.
IV. ADJOURNMENT
*****
ANY INDIVIDUAL WITH A DISABILITY WHO WOULD LIKE TO ATTEND THIS MEETING SHOULD CONTACT
THE VILLAGE MANAGER'S OFFICE AT 50 SOUTH EMERSON STREET, 847/392-6000, TOO 847/392-6064.