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2007-10-29 - Finance Committee - Minutes Board or Commission: ❑ Finance Committee Document Type: ❑A e g nda 0 Minutes Meeting ate: 10/29/2007 Type of Meeting: ❑ Regular Meeting rmari""c""6 Comm{leeMllm6I°egg""61flllllby�ln,7 The meeting was convened at 6:35 pm in the lower level conference room. Present were President Hartstein,Trustees Jeff Braiman, DeAnn Glover,Jeff Berman, Bruce Kahn, Steve Trilling, Brian Rubin,Village Clerk Jan Sirabian,and Treasurer Joseph Tenerelli. From staff were William Brimm, Ghida Neukirch,and Scott Anderson. Tax Year 2007 Property Tax Levy-Initial Review overview was provide by Scott. The calculations and methodologies were discussed with the long range planning target growth rate that blend both the Consumer Price Index and Employer Cost index. The pension obligations were addressed and it was articulated that the growth in the public safety pensions (police and firefighters) is a concern that will not be allievated in the near future as the funds are not meeting the interest rate actuarial assumptions. A tentative abatement strategy was shared with the board. The levy will be presented formally to the board during the first meeting in December with abatement to follow during the second meeting. Overview-FY 2008 Village-Wide (Including Golf Course Funds) Budgets was provided by Scott. The committee was primed for what was going to be challenging finish to the 2007 golf playing season. The flooding rains in August conservatively cost the golf enterprise about$100,000 is lost revenue and play never really recovered after the dismal end to prime playing season. No new iniatives are being contemplated for the 2008 season. Discussions about the village-wide budget centered around the new document format that will allow for more clarity in the consumption of the detailed document and easier analysis of the budget as the fiscal year 2006-2007 will remain for comparitive purposes to ensure a 12 month comparison(2007 budget was an eight month transitional budget as the village moved to a calendar fiscal year). The committee was reminded that the golf budgets will now be presented in tandem with the village-wide budget presentation. FY 2008 Capital Improvement Plan-Initial Review was provideded by Scott. Scott reviewed the project submittals and noted that the main project is related to the Public Service Expansion. Discussion points included looking for lease options or offsite storage of equipment. It was asked if the building could be retrofitted to address crucial operating systems that are either obsolete or failing. The comment was made that it did not appear that staff was overly crowded in the PSC and that perhaps a few minor modifications could address any deficiencies. The committee was told that the PSC project still has much research to be completed before a formal recommendation was brought forward and that depending upon the scope of the project a debt issuance may be likely. The committee reiterated their desire to not be surprised by projects in the CIP and that where possible projects of a significant capital commitment should be introduced to the document in their infancy. Techology was discussed during the CIP presentation with requests of staff to look at video streaming and podcast of board meetings. The needs of EMA were talked about including the need for a replacement of the current command vehicle. Staff was asked to accelerate funding within the reserve for the identifed vehicle. FY 2008 Health Insurance Program—Report on Reserve Levels. Bill talked about the success of the plan, and the major revisions for FY 2008. A comment was made that the financial burden must continued to be shared with the employees. Staff stated the the revisions to the plan do shift some of the costs to the employees and that the changes for 2008 are one in a series of potential changes to ensure the balance of the quality plan vs. the village's ability to pay for it. FY 2008 Goals Statement was shared by Bill with the committee. Village 50t' Anniversary — General Discussion on Cost Incurred/Consideration of Commemorative Artwork or Village Amenity was discussed by Ghida. She stated that $35,000 was budgeted for an amenity. The committee reiterated that the board should be apprised of any decisions before a purchase is made. Calendar 2008 Buffalo Grove Days—Discussion on Financial Matters. Staff indicated that they are looking at the sources of funding for the chamber during the event and would be bringing forth a recommendation for a new agreement with the chamber for the 2008 Buffalo Grove Days. Corporate Fund Fund Balance-Policy Status. Scott provided an overview of fund balance levels as disclosed in the 2006-2007 as audited in the Comprehensive Annual Finance Report. All levels surpass minimum thresholds for reporting. The committee was advised that the conversion to the calendar fiscal year will result in a significant impact to the fund balance and as an accounting treatment will impact defered tax revenues. Calendar 2008 MFT Street Program/Long Term Funding Issues- Bill stated the the Annual Street Maintenance Program is in jeopardy due to a lack of funding. The scope of each year's projects continue to grow while the revenues received both by the state allocation and the transfer of 25% of home rule sales tax have been stagnant. Decisions will have to be made to either stretch the maintenance schedules and/or find a new source of funding. To that end,a local motor fuel tax was discussed with the revenue estimated to be about$125,000 per cent of tax. Staff was asked to bring forward a recommendation in 2008. The meeting concluded at 8:25 pm.