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HomeMy WebLinkAbout13.1 2022 BUDGET AND COMMUNITY INVESTMENT PLAN - JOINT VILLAGE BOARD AND FINANCE COMMISSION SECOND WORKSHOPMr�GauC �'d'+rt;�iect Item Cover Page Subject•COMMUNITY JOINTPLAN - BOARD COMMISSION SECOND• • MeetingOctober 19, 2021 - REGULAR MEETING OF • PROSPECT.BOARD Fiscal Impact Dollar Amount Budget Source Category 2022 JOINT•A'D AND FINANCE COMMISSION SECO 1 �► ■' Type Discussion Item Information This is the second Joint Workshop with the Village Board and the Finance Commission for a review of the overall proposed 2022 Budget and Five -Year Community Investment Plan (CIP). The first workshop was held on October 12, 2021. The second workshop will cover the operating budget for Community Development, Police and Fire as well as analysis of Village's Operating Budget. The spending plan being presented is a responsible and transparent financial plan that incorporates key policies and priorities established by the Mayor, Board of Trustees and Finance Commission. The Proposed Budget for 2022 expenditures totals $155,196,933, an increase of $17.7 million, or 12.8% from the amended 2021 Budget. The increase is primarily the result of increased investments in water and sewer projects including $6.9 million in Rand -Central -MP Road Intersection Improvements and $5.5 million in Emergency Water Interconnect. Expenditure Category 2022 Budget 2021 Budget Increase / (Decrease) percent Change Village Operating Budget 79,152,546 77,377,150 1,775,390 2.9% Community Investment 45,560,681 33,560,368 12,000,313 35.8% Program 1 Debt Service 2022 Budget 2021 Budget Increase / percent Change Budget 8,707,111 8,903,318 (196,207) -2.2% Internal Service 11,979,095 11,919,615 59,480 0.5% Funds 13,304,500 13,300,000 4,500 0.00/0 Business District 1,285,500 1,390,000 (104,500) -7.5% Fund Prospect/Main TIF 737,000 237,000 500,000 0.00/0 Dist. Other Transfer Out 7.775,000 4,14U, 000 3,635 000 87.8% Total 155,196,933 137,527,451 17,669,482 12.8% Expenditures 541,000 458,5001 82,500 18.0% The operating budget will see an increase of $1.8 million or 2.3% from the 2021 Budget. The 2022 operating budget also includes $143,697 for any unknown contingency and will be spent subject to Village Board approval. The 5 -year Community Investment Plan includes CIP spending for the year 2022 totaling $45.6 million. The total CIP spending will be $12.0 million higher compared to 2021 amended budget. The total debt service payments for FY 2022 will be $8.7 million. During FY 2022, a total of $5.1 million will be repaid in outstanding principal debt, while the total interest payment will be $3.6 million. The current plan also includes the issuance of $10.0 million in new debt/bonds for the Water/Sewer fund per the approved 2017 rate study. The 2022 bond issuance will be the last of its current series and will help the Village in bringing the critical water system infrastructure replacement cycle from 600 years to 120 years. Increases of $500,000 in the TIF expenditures are for payments to be made per the existing redevelopment agreements and reduced revenue of $104,500 for the Business District Fund due to the Novel Coronavirus (COVID-19) is resulting in lower interest payment on the business district note. The 2022 revenue budget totals at $154,130,092, an increase of $16,952,102 or 12.4 percent. The increase was primarily the result of increased intergovernmental revenues due to project grants. The 2022 budget includes various capital project grants totaling $15.5 million from the American Rescue Plan, Surface Transportation Program Grant (STP), Congestion Mitigation and Air Quality Grant (CMAQ), and other State Grants. Revenue 2022 Budget 2021 Budget Increase / percent Change Category (Decrease) Property Taxes 20,873,259 20,565,258 308,001 1.5% Other Taxes 13,304,500 13,300,000 4,500 0.00/0 Intergovernmental 54,713,145 43,756,343 10,956,802 25.0% Revenue Licenses, Permits 3,008,000 3,067,000 (59,000) -1.9% & Fees Charges for 38,333,258 35,925,468 2,407,790 6.7% Services Fines & Forfeits 541,000 458,5001 82,500 18.0% 2 Investment Income 118,070 450,501 (332,431) -73.8% Other Revenue 2,261,860 2,269,920 (8,060) -0.4% Reimbursement 397,000 445,000 (48,000) -10.8% Other Financing 20,580,000 16,940,000 3.640,000 21.5% Sources Grand Total 154,130,092 137,177,990 16,952,102 12.4% The most recent census data has shown an encouraging growth in the population. The official Village population increased from 54,167 in 2010 to 56,852. The State of Illinois distributes Income Tax, Motor -fuel Tax and State Use Tax on a per capita basis. The Village is expected to gain $300,000 in additional revenues in the above-mentioned per capita items. Recently, the Village has seen an unusual increase in the Income Tax and Use Tax revenues. The 2022 budget has also captured the growth in both of these revenue sources after confirming their stability in the 2020 and 2021 actual amounts. An increase to the combined water and sewer rate of 8.0 percent is also included in this Proposed Budget to fund an expanded water/sewer main replacement program. These increases are required in the 2017 water rate study and subsequently approved by ordinances. The plan also includes a 3.5 percent increase in the refuse rates. Through this budget, a new Storm Sewer Utility Fee is being introduced. The Storm Sewer Utility fee of $5.00 each month per customer will provide an approximate funding source of $1.0 million. This fee will be paid by all the residents and businesses of the Village, irrespective of the fact that if they are on the Village's current water and sewer system or not. The collected amount will provide much needed funding for storm sewer and flood control projects. Currently, the Village assigns one-quarter of one percent of the collected sales tax revenue to the Flood Control Fund, but the major part of this funding is tied to debt service payments until 2033. The remaining revenue sources are not significant and the Village has used $6.7 million from the General Fund reserves to fund critical flood control projects. The use of reserves for the flood control and storm sewer project is not sustainable in the long run and there is a severe need to establish a dedicated funding source. The General Fund operating expenses are budgeted at $59.1 million, an increase of $2.1 million from the amended 2021 budget of $57.0 million. Of the $2.1 million, $1.5 million is due to hiring of six firefighters, an additional Social Case Worker, and wage increases for both union and non-union employees. The remaining amount represents inflationary /market rate adjustments for supplies, contractual services and other items. The General Fund non-operating expenditures includes Community Investment Program items totaling $2.3 million and various transfers out totaling $7.78 million. The transfer out from the General Fund supports various capital projects for the year 2022. The transfer out also includes $5.0 million from the American Rescue Plan to the Capital Improvement Fund for qualified items. The financial position of the Village remains very strong. Reserve levels in recent times KI have continued to exceed our expectations as a result of revenue growth and responsible spending plans. Total available balances (excluding pensions) at December 31, 2021 are projected to be $61.9 million. Of this amount, $24.4 million are reserve balances in the General Fund, the Village's main operating budget. The General Fund reserves as a percent of 2022 expenditures is 35.0 percent. It is important to note that not all the fund balance is in liquid form. Some portion of the fund balance is occupied by the accounts receivables and it is not available immediately. At 35 percent of accounting fund balance, the Village normally have a cash balance, which may equate to 25% of the annual expenditures. The Village's fund balance policy calls for the General Fund to maintain a reserve level of between 20.0 and 30.0 percent. Strong reserves and annual budgets that are balanced are two factors contributing to the strong bond rating assigned to Village debt. The Community Investment Plan (CIP) for 2022-2026 totals at $151,978,841. Of this amount, $45,560,681 will be invested in 2022. CIP plan is posted on the Village's website along with the other budget items. Program 2022 2023 2024 2025 2026 Total Water System 12,435,000 4,565,000 6,350,000 7,970,000 7,385,000 38,705,000 Sanitary System 1,620,000 2,505,000 1,000,000 1,000,000 1,000,000 7,125,000 Flood Control 3,520,000 270,000 470,000 220,000 220,000 4,700,000 Storm Sewer 900,000 2,948,000 1,505,000 1,180,000 800,000 7,333,000 Street Const. and Reconst. 9,024,000 1,300,000 9,750,000 350,000 350,000 20,774,000 Resurfacing/ Curbs & Sidewalks 5,974 960 8,093,731 6 262 537 11,896,580 11,255,659 43,483,467 Improvement to Public Buildings 7,555,000 1,215,000 1,175,000 350,000 3,555,000 13,850,000 Computer Hardware/Software 276,500 644,000 409,000 224,000 229,000 1,782,500 Vehicles/Automotive Equip. 3,223,000 1,408,000 3,252,000 875,000 683,000 9,441,000 Non -Automotive Equip. 283,000 839,000 600,000 - - 1,722,000 Miscellaneous 749,221 683,805 578,481 493,251 558,116 3,062,874 Grand Total 45,560,681 24,471,536 31,352,018 24,558,831 26,035,775151,978,841 After the workshop, the first reading of the property tax levy, debt service abatement and budget will be held on November 2, 2021. The second reading and final approval will held on November 16, 2021. Public hearings will be held on these dates to provide additional opportunities for discussion and public input. The 2022 preliminary budget and Community Investment Plan can be accessed by clicking below link. Copies are also available at the Mount Prospect Library, 10 S. Emerson Street and Village Clerk's Office, 50 S. Emerson Street. The Proposed 2022 Budget as well as previous years' adopted budgets are also available online at mountprospect.org/budget. Alternatives 1. Village Board and Finance Commission Discussion on the 2022 Budget and 4 Community Investment Plan. 2. Action at the discretion of the Village Board. Staff Recommendation Village Board and Finance Commission Discussion on the 2022 Budget and Community Investment Plan ATTACHMENTS: 5