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V"llage of ML.-.4nt Prospect
Mount Prospect 111inolk
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INTEROFFICE MEMORANDUM
TO: VILLAGE MANAGER TERRANCE L. BURGHARD
FROM: TRUSTEE RALPH ARTHUR
DATE: JANUARY 12, 1984
SUBJECT: CUSTOMER BUDGETING FOR WATER BILLS
At Tuesday night's Committee of the 141iole meeting, d`Uring
the discussion of water rates, I recomj7i�ended that a inonthly
budgeting system, similar to NI GAS and Edison for payments,
be initiated. I analyzed my past year's bill and then
projected it for one year under the new rate., A bi-monthly
projection was not possible because ofquarterly readi'11F
�0 s
However, similar fluctuations as observed between quarters
would be present under bi-molithly billing &nd tliis prohibits
budget planning for the citizens. Thebl"11., vi,nder a, monthly
budget system is also sawn .
wn in the followl*ng fi-gure,s:
qLJAR,TER,
GALLONS -1,000
QUARTERLY
AT $1.53
QUARTERLY
AT 8*)2.10
09/25-12/28
12/28-03/25
27$41.31
16
856.70
03/25-06/15
21
24.48
32.13
33.60
44.10
06/15-09/28 -
35
53-55
73.50
99
$151.47
$207.90
lo
Under a monthly budget: $207.90 divi-ded by 12 - $17.33 per month
I
With, 'water rat,es scheduled, to rise over the years, I feel it
s, imperative to less;e,%,n the
3.mpact on our citizens. At least
*1
we mu,st, give, them the oj)port,,uT1'1 t y to lessen it. So man y of
6 #
our cltiz,ens are ll-ving, on, a 'reduced fixed income. All our
'b-]Llls,, wh, the exception of water are on a monthly basi
A is,
Even bu�s ines,ses
b �I'l.so monthly. Bi -monthly is a good
ti e-, i, r 3,-
p,��Iy I i
irst stlep, but 1, feel certain, our citizens and businesses
would, welcome a iix)nthlysyste ��'m with a voluntary budget option.
I no you stated you would look into my recommendation. I
would not expect this to be done until after the budget cycle
a
is completed. However, I am looking forward to the results of
your research at the earliest possible date.,
RWA/rcw RALPH W. AR"I'l-iUR
C: Mayor Carolyn H. Krause
Board of Trustees
Village of Mount Prospect
Mount Prospect, Illinois
INTEROFFICE MEMORANDUM
TO: Terrance L. Burghard, Village Manager
FROM: David C. Jepson, Finance Director t.:..��f�'�
DATE;
September 11, 1984
SUBJECT: Water Billing Cycles
During the review of Water and Sewer Fund financing requirements at the
January 10, 1984 Committee of the Whole meeting, a recommendation was made to
change from a quarterly billing cycle to a bi-monthly cycle. The reasons for
the change were to minimize the impact of future rate increases on Village
residents' bills and to improve cash flow in the Water and Sewer Fund. The
change in the billing procedure would be put into effect with the first billing
in May, coinciding with a scheduled water rate increase,
At that time, Trustee Arthur suggested that we go to a monthly billing cycle
rather than a bi-monthly cycle. He pointed out that with higher rates ex-
pected in future years due to the acquisition of Lake Michigan water, it would
be easier for Village residents to pay a monthly bill as opposed to a bl*-
monthly bill. Additionally, he mentioned that other utilities (gas, electric
and telephone) are billed monthly and that it would be convenient for most
Village residents to budget water bills on a monthly basis.
Trustee Arthur subsequently presented a comparison of what his bills had been
for' the past year using the then current rate of $1.53 per 1,000 gals, and
what they would be under the May 1, 1984 rate Qf $2.10 per 1,,000 gals. He also
computed an average monthly bill using the $2'.'10 rate, The analysis of his
bills are shown in the following table:
Trustee Arthur's water use is typical of many Village residents, and as can be
seen from above, the monthly amount would be easier to budget than the quarterly
amount,,
Usage
Quarterly
Quarterly
Monthly
Quarter
1,000 qa1s.
$1..53
@ $2.10
@ $2.10
1
16
$24.48
$33.60
$11.20
2
21
32.13
44.10
14,70
3
35
53,55
73-50
24*50
4
27
41,31
56,70
22,23
Trustee Arthur's water use is typical of many Village residents, and as can be
seen from above, the monthly amount would be easier to budget than the quarterly
amount,,
Terrance L. Burghard, Village Manager
Page 2
Water Billing Cycles
We did consider a monthly billing cycle in place of a bi-monthly cycle, but
it was apparent that the number of bills to be processed under a monthly,cycle
would be excessive. The Village currently has 10,500 water accounts. Under
a quarterly billing system thi's amounts to 42,000 bills and payments per year.
The number increases to 63,000 per year under a bi-monthly cycle and to 126,0001
under a monthly cycle.
Also, a monthly cycle would require significant changes in procedures for
following-up on delinquent accounts. The initial time period allowed for paying
a water bill under the quarterly cycle was 25 days. After this period, the
following notices were sent if the bill had not beenpast due reminder,
2) final notice, and 3) certified shut-off letter. The total bng/follow-up
process took approximately 90 days. Even with a change to a bi-monthly cycle,
one of the follow-up notices would need to be eliminated.
Because of the above factors it was determined that a bi-monthly cycle was mor
practical at this time than a monthly cycle. However, as we were preparing fo
the change to the bi ffimonthly cycle, we realized that even though we could not
bill all accounts on a monthly basis, it would be a good time to change our
larger users, primarily industrial and commercial accounts, to a monthly cycle
Accordingly, we did change the 780 accounts in the Village with a meter size o
ill or greater to a monthly billing cycle. I
The conversion to the new system has been completed and all Village residents
have now received at least two billings under the new system, There were some
problems during the implementation period, but most of these have been resolved
and it is expected that they will decrease in the future. The new system has
improved cash flow in the Water Fund and has -also resulted in savings of postage
and supplies as well. We were able to eliminate the meter read card that pre-
viously had been mailed to residents by Includ'ing a place for the meter reald on
the water bill itself. This change should r1edu'ce postage chairges in 1984/85 by
6217' was b,udgeteA for $46,400 in the
approxima$15
tely ,000. [Account 41-072-07-,
I ount]
1984/85 budget. As of August 31, $250 has bten expended in this atc
We had mentioned to Trustee Arthur that after the change had been completed, we
would review the possibility of monthly billing and report back to him. I
believe Trustee Arthur is correct in stating that it would be easier for Village
residents to budget and pay water bills on a monthly basis. However, I am
reluctant to recommend a complete change to a monthly cycle at this time. The
volume of bills and payments would double from what it has been under the bi-
monthly cycle and follow-up procedures for delinquent accounts would have to
be modified. I would prefer waiting until we have more experience with a bi-
monthly cycle before changing all billings to a monthly cycle.
Trustee Arthur also mentioned the possibility of an optional monthly budget
pl an. I believe this could be accomplished by sending out a statement to custo-
mers for 112 of their prior bi-monthly bill and applying the payment as a credit
0
against their next regular bi-monthly bill. This is similar to the method used
by Northern Illinois Gas Co. In order to provide this option, we would send a
Terrance L. Burghard, Village Manager
Page 2
at Billing Cycles
letter with a postage paid reply card to all residential customers explaining
the program. If a resident chose to take advantage of this program, they
would return the reply card to us and we would subsequently send a statement
one month and a regular bi-monthly billing the next month.
It would require some computer programming changes to implement the resl*dential
optional payment plan, but I believe it could be worked out in the next 60-90
days', I think an optional payment plan is worth a try.,
Village of Mount Prospect
Mount Prospect, Illinoi's
V-1 F,
INTEROFFICE MEMORANDUM
TO Terrance L. Burghard,,
Village Manager
David C. Jepson, Finance Director
October 5, 1984
SUBJECT.- Monthly Water Billing
A change to a monthly water billing system would produce additional revenue
in the Water Fund, but it also would result in added costs for postage and
supplies, and for personal services. Additional revenue of an estimated
$65,000 to $75,000 would be realized on a one-time basis because monthly
billing would require an acceleration in billing certain accounts. The added
costs would be the result of processing approximately 60,000 additional bills
per year and would total about $15,000,
The conversion to, a monthly billing system would necessitate billing an esti-
mated 4,900 sin"gle family customers one month sooner than they are being billed
under the b -i -monthly systeml., Based upon billing statistics for the past five
ri'ionths, the accelerated bi 11 1wou'lld total 30,000 to 35,000 (1,000 gallons
ou)
and wld produce a one-time gain of $6,5,000 to $75,000-, Howe -ver, even though
this is a one-time gain,,, if the at,,riount would be retained as work'l*ng capital,
it could produce an additional $7,500 annually from investment income.,
Under the current W -monthly, cycle,, 'we are processi ng 63,000 bi 1 Is per year,
A change to a monthly cycle, would add' approximately 60,000 bills for an annual
total of 123,000. Annual' bill'ings of 000 represent an approximate growth
Of 300% over our, previous, quarterly system and a 100% increase from the bi-
111onthl
y increased costs of preparing and processing 60,000 addi-
tional bills are outlined belowf: ___M
Postage 60,000 @ $ 12 $7,5200
Supplies 610,000 @ $ .03 1,800
Personal Services 750 Hrs. @ $8.50 6,000
Total $15,0000
The above costs include only the direct costs associated withprocessing the
additional bi 11 s, -and do not i ncl ude any- rel ated costs f or computer programmi ng
or other-clerica
I time for answering customer questions- or follow-up on delin-
quent accounts.
If a dec"I'si, on is ma,de, to change to, a nionthly billing system, we will need to
re-evaluate our deTinquent follow-up procedures and make modifications to
a
e,,xisting compu,ter programs. I beli"eve, the necessary work and notices could be
completed within 90 days and the, first
illing could take place by February 1,
1,985 #
a. g e. -f IN09 0 U rl t P r c3is e- c t
Mount Prw,pect, I
j
I C�1 N, N "TE R 0 F F I!, A �N NJ . .... ... . .
T A R D
IA C '1" q �,, TE R I i I I -, r., C"\17 ( :1 1 f S
A
1`4R F N Cl A MY "1'(') YOU CUSTMERS
B ; 1) ( , rl., TT B ILLS DATED JANUARY 12,
I I. N A N Cl1 0 j
A
MHJMORAI"�Tr) UM T 0 Y OU 'T 111 S
A
C'# I
R e f c r, e n c A r e (.,, n,"I it i"i en d -1 (13 'L --we adopt a monthi�y
1A i n gr y' -s I.... e "ii for wat.et.-. ie statements I made in
r e c mTTI C T1 (I a 1: 1, �T! W1,4 T. fee"] cer tain our
.v. ,jot 'i monthly system w'th
i -11-cl 't,,relconie
bucl
s Y `, L' 0 1 1 Reference B., you oridered
t,--(') My ni e ri r �Ir T-1 t" I I I 1eaStr important p,c,lrt of
C1- C (YrIjUl C, 1--j (I r t rl
0 w'l r) 't (-!, r t o 1) 11 d e t-- h e I I k e d t h e r e o Tmii e n d a t I'L it
S 0
'D
ri'ilicli, t -iat' y ol ti C ) 1-1 111. Y C" C C) TI) T 7X.ind(--a-'on I' asstime placed it
e F f e C t f o r I n (I t'] S t -r J -1 1, n n d n ri-im f� r
.j-(-T,Iind yoti i accounts I would
-se j, thc ma.jori-ty of whom are
o P C t mcwnted an expensive I obb
OJI.
y ing
I IT)
costs of Lake Michigan watier
A; (1, on, I" "i,, e property taxes. H a d t h 1"' is
v 711)
7
47)
e im e r of our V" 1.1a
1. Ige
I C' i Tldustrial/como
merc*
Y' S
I? r
n n IY
ing of c () �,-
wo (I I (I increa 'se to 126,000 a,
7 1
-11-1-1, That one of the reia,sions
C'1e9'T' r 10 500
1-11"�l rillor
equ"
ipment 'tio
1, )a 1-1 C'11- e S t.1 C 11 P( ... `I `I... . w_'h d e u
11 Tiqent
w,,i v s
<1 C cc) I 1'11 L ey Tw miniri-ii-zed under a monthly
v !:7) 1E, C" ITI
Under the voluntary budget system you ordered tested, we
would have not one system but three. That would"Just lead.
to customer confus 'ion as well as process ing errors and added
labor,
10 It 6 #
This Subject requires aiscussion and a policy decision by
the Board. I, therefo-re, have asked Mayor Krause, and she
has agreed, that 'it be placed on the Agenda of our next
Committee of the Whole meeting on Tuesday, October 9, 1984.
am_
RWA/rcw
c: Mayor Carolyn 11. Krause
Board of Trustees
Director of Finance David Jepson
W, i ilflUr
r
G
an� i Ir
yr,
t%
MINUTE
COMMITTEE OF THE WHOLE
I.
SEPTEMBER 11 1984
ROLL CALL
i
The meeting was called to order at 7 . 31 p.m. rea m
at the meeting were. Mayor Carolyn _ Krause, Trustees
Ralph Arthur, Gerald Farley, Leo Floros , Norma Murauskis
George Van Deem and Theodore Wattenberg. Also present
at the meeting were Village Manager Terrance Burghard
Aaministrative Assistant to the Village Manager Michael
Janon; s , Chief of Police Ronald,, P'vlock, Deputy Chief of
r
Salatino and Cable Coordinator Karen Guthrie Get . Three
members of the Cable Commission were present as well as
two persons from the print mei. a ,
a
��m piusimxrr ,
41r�pgml-irf+,r J
10
j
ne other verb successful crime prevention
. program ,
0� entit ed Neig borho d Watch. ' In this program, neighbor
hood locks are organized to crime roof their
and to report crime in their neighborhoods. Twelve
neighborhoods have been organi, od and o er .% ,, under the
gui ;dines of the Neighborh ; ' , tch Prog r . , . "hos
nei orhoods who are succe p'� ' in or ani . i a Nei hbor -
h 6 Watch Program are recog Jiz, by the � s't
neighborhood watch signs in � � r nei hbo r'� d .
i
The overall response of VIL11a e Board to the report
was positive and they o' ded the Police Departmentfor 'Its expertise and inln'OvAtion in the area of crime
l
prevent ion programs.
V1. C AT IVE LOSS PREVENTION
This mOtter added to t Cot= ittee of the Whole Agenda
at t° . request or Trustee tte Board discussion
cent d arourta wtiat progr is, o `ales and r'eulations, I
cul ; e imp ented in an ffo , to reduce losses to the
�...L .ge as a result of *insurance cla mlq ih%+
I
j
VIIIII.ANY OTHER BUSINESS
'here was no other business d * � cussed at the Committee
f the Whole meetiong,
I
f
Ix EXECUTIVE SES S ION
At 9 -18 p.m. it was moved by Trustee Wattenberg
Si
seconded by Trustee Arthur that the Commitee of the
oa� for th Of'
�VTrust, 3- s cuss 44�g ex i s t, "" 1*1,ng l*t'gat*an
i
af f were Trustees ,,,A, thur''' F al",". Fl,
Mur a��, ski- s ...+ V ..ia G e em n d W a t t,,; � � "" � , ",�r I i; IM e'M
�
Y�
"
carried unanimously. The Execut3*-V'e Session ended at
10:100 p.m. The Committee -of the Whole reconvened at
10-01 pm. with all members present.