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HomeMy WebLinkAbout2022 Budget Budget 2022 Conceptual Rendering of Town Center Redevelopment Village of Buffalo Grove <I!> GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Pre sen ta tion Award PRESENTED TO Village of Buffalo Grove Illinois For the Fiscal Year Beginning January 1, 2020 Executive Director T A B L E O F C O N T E N T S Transmittal Letter Dane C. Bragg, Village Manager .............................................................................................6 Community Guide Principal Officials .......................................................................................................................19 Organizational Chart................................................................................................................21 Commissions, Committees & Boards ......................................................................................22 Village Overview .......................................................................................................................23 Village Government .................................................................................................................24 Major Planning Initiatives .........................................................................................................25 A Closer Look at BG..................................................................................................................27 Development and Business Activity .......................................................................................28 Vision, Mission, and Core Values ............................................................................................30 Village Board Priorities ..............................................................................................................31 Strategic Planning ....................................................................................................................33 Budget Process Budget Process .........................................................................................................................42 Budget Timeline ........................................................................................................................43 Basis of Budgeting .....................................................................................................................44 Fund Structure ...........................................................................................................................45 Financial Policies and Goals....................................................................................................46 Budget Responsibilities .............................................................................................................47 Budget Overview ......................................................................................................................48 Budget In Brief Budget in Brief ...........................................................................................................................51 Revenue Trends and Projections ............................................................................................61 Expenditures Trends and Projections ......................................................................................71 Personnel Costs .........................................................................................................................72 Operating Costs ........................................................................................................................73 Capital Expenditures ................................................................................................................75 Contractual and Internal Services ..........................................................................................75 Debt Service ..............................................................................................................................76 Fund Balance Projections by Fund .........................................................................................79 BG is Responsible Legislative ..................................................................................................................................81 General Administration ............................................................................................................85 Financial Management .......................................................................................................... 91 Personnel Administration ........................................................................................................ 96 Administrative Serivce………………………………………………………………………………101 Information Technology Fund .............................................................................................. 105 Police Pension Fund ............................................................................................................... 107 Fire Pension Fund ................................................................................................................... 108 Debt Service Fund ................................................................................................................. 109 BG is Resilient Streets ...................................................................................................................................... 111 Forestry .................................................................................................................................... 116 Drainage ................................................................................................................................. 120 Engineering ............................................................................................................................. 125 Building Maintenance Fund ................................................................................................. 130 Central Garage Fund ............................................................................................................ 132 Parking Lot Fund ..................................................................................................................... 134 BG is Safe Public Safety- Police .............................................................................................................. 137 Community Services .............................................................................................................. 142 Public Safety- Fire ................................................................................................................... 145 Emergency Management .................................................................................................... 150 Building and Permits .............................................................................................................. 153 Planning, Zoning, and Development .................................................................................. 157 Environmental Health Services ............................................................................................. 161 Enterprise Funds Water & Sewer Operating .................................................................................................... 165 Golf Course Funds .................................................................................................................. 174 Refuse Fund ............................................................................................................................ 178 Capital Improvement Budget Capital Improvement Request Summary ........................................................................... 181 Reserve for Capital Replacement - Vehicles ..................................................................... 184 Detailed Project Sheets ......................................................................................................... 187 Capital Projects – Facilities Fund .......................................................................................... 236 Capital Projects – Streets Fund ............................................................................................. 237 Motor Fuel Tax………………………………………………………………………………………..236 Non-Operating Transfers ....................................................................................................... 240 Appendix A: Comprehensive Fee & Tax Schedule Administrative Fees Schedule .............................................................................................. 242 Appendix B: Human Resources Health Plan Benefits ............................................................................................................... 281 Employee Staffing Levels ...................................................................................................... 283 Appendix C: Document Definitions Glossary .......................................................................................................................................... 288 Acronyms ................................................................................................................................ 302 Appendix D: CMAP Data Community Data Snapshot .......................................................................................................... 304 Appendix E: Operations Guide Revenue ................................................................................................................................. 325 Expense ................................................................................................................................... 331 Appendix F: Financial Policies & Projections Fund Balance and Reserve Policy ....................................................................................... 351 Investment Policy ................................................................................................................... 353 Debt Policy ............................................................................................................................. 365 Fixed Asset and Capital Equipment Capitalization Policy ............................................... 373 Revenue Collection Policy ................................................................................................... 381 Procurement Policy ............................................................................................................... 386 Post Issuance Procedures Manual ....................................................................................... 450 Twenty Year Water Fund Profroma ...................................................................................... 469 General Fund Forecast ......................................................................................................... 483 TRANSMITTAL LETTER LETTER FROM DANE C BRAGG, VILLAGE MANAGER VILLAGE OF BUFFALO GROVE Management’s Letter to the Corporate Authorities of the Village of Buffalo Grove November 1, 2021 Honorable President Beverly Sussman and Board of Trustees: It is my pleasure to submit to the Village Board the proposed budget for the Village of Buffalo Grove for the Fiscal Year ending December 31, 2022. The proposed budget carries forward for the fifth year the program budget concept in a more concise, readable and reader- oriented layout. We hope you will find this document to be informative to your deliberation of the allocation of financial resources for the coming year. As Buffalo Grove and the metro area approach the end of the COVID-19 pandemic, the Village finds itself in a strong fiscal position due to proactive leadership at all levels of the organization. The Village Board and staff team have taken deliberate action to carefully monitor and adjust operating expenses while using more frequent projection methods to predict revenue trends. While the expense ledger has remained stable, the Village continues to see significant variation in operating revenues. Concurrent with the pandemic response, the Village Board has reiterated its commitment to its core strategies and focus on the sustainability of the community, financial resources, infrastructure, and the people who make up the organization. Consistent with the Village’s adopted Strategic Plan 2018- 2023, the FY 2022 budget delivers the accomplishments expected by our community now and into the future. The Village does not anticipate drawing on unassigned reserves in 2021or in 2022. The organization enters the 2022 budget cycle with a strong balance sheet with more than $30 million in reserves for operations, equipment, and capital programs. 1.Buffalo Grove's Sustainability Priorities 2022 Budget & Strategy Despite the pandemic, the Village entered 2021 with a strong budget position and strategy focused on economic development, infrastructure reinvestment and financial stability. Community Finance Infrastructure People 6 Consistent with initiatives over the past decade, the Village continues to pursue options to diversify revenue streams, reduce long-term liabilities and provide the highest quality of life to its residents and businesses. As an outflow from the implementation of the Lake Cook Road tax increment financing district, the Village has successfully entered into a public-private partnership with Kensington Development Partners to acquire and redevelop the Town Center property located at Route 83 and Lake Cook Road. This project, detailed further in Section Two, represents the highest priority economic development project identified by Buffalo Grove residents as part of the Lake Cook Road Corridor Plan and Market Study. Totaling more than $150 million, construction is slated to begin in 2022. The Village Board’s dedication to the Infrastructure Modernization Program launched in 2020 has resulted in more than $22.7 million in investment into street, sewer and water infrastructure. 2022 will see the completion of major road improvements for arterial roads, as well as several neighborhood-level utility and street projects. For 2022, more than $18.1million in new projects are planned through the Infrastructure Modernization Program. A high priority for the Village Board is to establish a sustainable operation at the Arboretum Golf Club. In 2021, the Village announced a partnership with WJ Golf to develop a golf simulator and food/ beverage operation at Arboretum. WJ Golf will begin interior remodeling in December 2021 and plans to open in spring 2022. This exciting new concept pairs traditional golf with high-tech simulator instruction and recreation. The Village continues to pursue several economic development initiatives at key sites including the Prairie View Metra Station area, former Bob Rohrman Auto Group properties, Chase Plaza and Cambridge Commons. The Comprehensive Plan project continues into 2022 after a long hiatus due to COVID-19. In 2021, the Village Board approved a new agreement with the Lamar Johnson Collaborative to restart the plan and complete it in 2022. The Village Board and staff team embarked on a strategic planning process for communications in 2021, resulting in preliminary recommendations to centralize communications within a professional staff, relax the style and tone of communications and to explore multi- channel communications options. As a result, the 2022 budget includes positions to accomplish these tasks as well as to complete the communications plan in the coming year. These projects are the result of careful and deliberate financial, economic development and community planning based on resident feedback through surveys, planning studies and other community engagement strategies. The Village continues its tradition of aggressive debt and liability management, spending controls, operational efficiency, and innovation as a means to deliver the highest-value services at the lowest cost to our resident and business consumers. This budget outlines the key strategic goals, performance measures, and service benchmarks necessary to fulfill those priorities. 7 2022 Budget Strategy Working with the Village Board and executive team, strategic plan goals were reprioritized in 2020 to reflect response to the pandemic and focusing limited resources on key goals. As a result, the Village Board developed three key priorities for the fiscal 2021and 2022 strategy: financial stability, economic development projects that can be accomplished in the present market and continuing the Village’s adopted strategy to extensively reinvest in infrastructure over the 2020-2024 period. Using this framework, staff developed a series of budget priorities and actions to facilitate the accomplishment of the Village Board’s goals, resulting in a spending plan featuring reduced expenditures, balanced operations, contract services, reinstating capital reserve transfers, increased public safety pension contributions and continuing the scheduled capital program for the coming year. Budget at a Glance The Village enters the 2022 budget cycle with a 4.5 percent increase ($5.2M) in total expenses. Major drivers of the increase are 1) increased General Fund expenditures due to adding back positions/services, 2) increased facilities maintenance expenses and 3) additional water/sewer projects. The proposed budget maintains the ad valorem (property) tax levy at the same level as 2021 for a net increase of 0.0 percent. The all funds budget includes a significant commitment to infrastructure spending, with $18.3 million allocated for street, water and sewer projects and $2.2 million allocated for planned equipment replacements. In total, the capital program is $20.3 million for 2022, an increase of 18 percent year-over-year. 8 Strategic Goals While the Village has continued to follow its Strategic Plan 2018-2023, the COVID- 19 pandemic forced the community and the organization to redirect resources and priorities creatively to continue achieving those goals. The following categories of innovation, community planning/engagement, infrastructure management/reinvestment and talent development highlight the key priorities for 2022. Financial Priorities The Village has developed a program- based budget to achieve its financial goals, as well as long-term projections to determine sustainable practices for infrastructure management. For 2022, capital reserve contributions total $347,400. The Village Board continues to pledge excess unassigned funds toward capital reinvestment. The Village continues to explore all options to contain increases in operating costs through the use of cooperative purchasing, alternate service delivery models and intergovernmental consortia to deliver high-quality, efficient services. In 2021, the Village Board took deliberate action to establish a Debt Service Reserve account for the purpose or retiring debt early when possible, and/or to stabilize property tax levies from year- to-year. The Board also established a revenue replacement reserve to provide a cushion in the event of a one -time or catastrophic revenue loss. Together, these actions provide greater flexibility in providing financial stability while also protecting taxpayers from rate shock. Through ongoing infrastructure planning, the Village continues to pursue cash- funding or pay-as-you-go capability for infrastructure replacement. Innovation Priorities The Village will complete several ongoing technology and/or innovation priorities, including the addition of two- factor authentication and network security improvements to reduce the threat of ransomware attacks, the implementation of permitting, licensing and inspections software via the Community Development enterprise resource program, as well as replacement of the phone system. For 2022, the Village will explore implementation of a resident notification communications system, which allows the delivery of real-time information to residents and businesses based on their location. This software also replaces the traditional menu-driven service request system with a text -message interface, as well as future compatibility with Amazon Echo and Google Assistant devices. Sustainable Capital Reserve Contributions Mitigate Operating Expense Increases Retire Debt Early Achieve Cash-Funding Capability for Infrastructure Network Security & Two-Factor Authentication Resident Notification Communications Platform Permitting/License/Inspections Software Open Space/Land Management Collaborative Grant Opportunities 9 As a result of outsourced tree trimming operations, Public Works will shift the focus of the Forestry section to open space and land management activities, including natural area landscaping, watershed stormwater quality improvement and median beautification of major corridors. The Village, Park District and Vernon Township launched a collaborative grant writing initiative in 2019 to pursue projects that benefit the community. While stalled due to the pandemic, the collaborative will restart its efforts to seek grant opportunities for projects including bike/pedestrian connections, facility and community solar, green fleets and other opportunities that align with the goals of the Sustainability Plan. Community Planning and Engagement Priorities As noted earlier in this letter, the proposed Town Center redevelopment is the largest community planning initiative to occur in Buffalo Grove in several decades. Spanning 20 acres and $150 million, the revitalized center will be the largest redevelopment to occur. With COVID-19, the Village has had to retool its community engagement efforts using electronic and social media platforms. Village Board meetings have been simulcast on social media as well. The Village Board completed the Prairie View Metra Station Area Plan in 2019. As of this writing, staff continues to work with prospective developers on annexation and redevelopment projects for this area. In addition to the Town Center project, there are several other key redevelopment sites in the Lake Cook Road corridor. Currently, the Northwest Community Hospital outpatient and immediate care center is complete, while parcels have been prepared at the northeast and southwest corners of Lake Cook Road and Illinois Route 83. The development of the Ricky Rockets fuel/convenience center is underway on the former BMO Harris site. Infrastructure Management Priorities 2022 will include year three of a five-year capital program to address the community’s first-generation water and sanitary sewer system infrastructure replacement in 2020. Totaling $175 million, this program is the most extensive infrastructure replacement initiative in the Village’s 63-year history. In addition to the Infrastructure Modernization Program, several maintenance, rehabilitation and stormwater projects are planned throughout the community. For more information on funded projects, Town Center Redevelopment Community Engagement Activities Comprehensive Plan Prairie View Metra Station Area Implementation Lake Cook Road Corridor Implementation Year Three Infrastructure Modernization Program Facility Replacement/Modernization Stormwater Master Planning Major Corridor Improvements Pedestrian/Bikeway Connections 10 please see Capital Improvement Budget. In 2022, the Village Board will consider a long-range stormwater master plan to ensure sustainability of the community’s storm collection and drainage system. Much like prior exercises for street, sanitary and water utilities, the plan will also consider fiscally constrained funding models to ensure long term viability. Maintaining adequate funding for ongoing street repair and replacement will be a high priority for the Village Board in coming years. A second bond issue is contemplated in 2023 or 2024 to support the continuation of the program. Weiland Road Phase I improvements were completed in 2021 and Phase II improvements will be completed by the end of this year. Lake Cook Road widening improvements began in 2020 and will be completed in 2022. Buffalo Grove Road Phase I widening was completed in 2021 and Phase II widening will be completed in 2022. Thompson/ Brandywyn reconstruction will continue through 2022. The Village has made financial resource allocations to these projects totaling $10.2 million. Bernard Drive reconstruction is currently listed in the contingency program for the Northwest Council of Mayors 2021-2025 STP-L Program. The Village also received $500,000 in grant funds through the Invest in Cook program to support Phase I engineering to continue Lake Cook Road widening westerly to Arlington Heights Road. By 2025, nearly all of Buffalo Grove’s major corridors will have received multi-million dollar improvements. The Village continues to pursue long- term facility replacement plans for various facilities including Fire Station 25 (Dundee Road), Public Works, Village Hall and Police. While many of these projects were put on hold during the COVID-19 pandemic, aging facilities are exerting greater pressure on the capital improvement budget, specifically roof and HVAC systems. For 2022, $976,200 in projects were funded against $16.9 million in requests, or 5.7 percent. Year- over-year, facility projects have increased $767,000. Employee Development Priorities COVID-19 has necessitated a different approach to the Village’s traditional employee development programs. Beginning in 2021, in-person activities were transitioned to online platforms to maximize participation. As active employees reach the age of retirement, the process of retiring may induce anxiety for the employee. Human Resources has begun to develop a comprehensive retirement program by strengthening its relationship with retirement savings partners and is currently exploring educational opportunities for those active employees contemplating retirement in the next five years. The intent is to build their confidence and ease their transition into the next chapter of their lives. As it relates to succession planning, staff has worked with individual departments to identify their diverse needs and continue to work on a Village wide succession program that complements Off Boarding Program Succession Planning “Stay” Interviews Employee Newsletter Employee Portal 11 the programs already in place in the individual departments. In turn, to encourage employee retention and to further improve the leadership of the organization, a “stay” interview planning has been drafted which includes a set of questions that aims to seek feedback from mid-career employees on ways to improve the organization moving forward. All Funds Budget The Village uses a program-based budget model to show the interrelationship between the allocation of resources, performance measures and service outcomes for each customer-facing service. Internal services including information technology, building maintenance, and central garage activities are also budgeted in BG is Responsible and BG is Resilient Sections. Each internal service is recognized as a charge for service against the operating expenses for each program area. The 2022 spending plan includes $106,102,761 of forecast revenues to support $118,384,488 in projected expenditures. It is important to note that expenditures are planned to exceed revenues including $11.2 million in capital outlay derived mostly from reserve/bond funds. Fund balance increases are planned for pension funds ($3.4 M). Use of reserves is planned for General Fund ($3.2M), Water & Sewer Fund ($5.2M), Arboretum Golf Course ($700K) and Debt Service ($6.6M). All draws on reserves support planned capital and equipment investments. Allocation of Total Budgeted Funds - 2022 General operating expenditures comprise 50 percent of the Village’s total annual expenditure, followed by capital projects (20 %), enterprise activities (13%), and retirement benefit expenditures (11%). Debt service and reserve contributions constitute five percent of the budget. The chart above shows the allocation of resources by category. Post-employment benefits comprise the largest operating expense for the Village outside of direct wages. General Fund Budget The General Fund is supported in 2022 by $48,902,640 in revenue to offset $48,895,518 in planned expenses, for a net gain in position of $7,192. Additionally, contingency funds in the amount of $200,000 are allocated for one-time, unplanned expenditures. The following chart shows the sources of revenue by category to the General Fund. 48.6% General Operating 0.2% Special Revenue Fund Expenditures4.5% Debt Service 13.5% Enterprise Activities 9.8% Retirement 0.4% Reserve Contribution 23.1% Capital Projects ALLOCATION OF ALL FUNDS BUDGETED 12 Sources of General Fund Revenue - 2022 Property tax is the largest single source of revenue to the General Fund, followed by other taxes including shared income tax, sales tax, real estate transfer tax, and utility consumption taxes. 41 percent of the property tax levy is transferred to mandated retirement programs including fire and police pensions, Illinois Municipal Retirement Fund and Social Security programs. Fees for service (licenses, permits, and fines) comprise eleven percent of revenues. Projected Revenue Increase (Decrease) by Category The Village projects material revenue increases in state sales tax, home rule sales, income tax, and food and beverage tax. Declines are projected in telecommunications tax. Overall, General Fund base revenue increases $1,821,960 year-over-year. Revenue projections have been formed based on conservative estimates and using third-party projections where possible. Uses of General Fund Revenue - 2022 Public safety services comprise over 59 percent of the Village's operating expenditures, followed by public works (19%) and community development (9%). General and administrative costs inclusive of legislative, legal, finance, human resources, and executive leadership comprise three percent of expenditures, indicating an efficient utilization of resources. The following chart shows the use of resources by service in the General Fund. Golf Enterprise The golf enterprise has continued with robust activity starting with the COVID-19 pandemic and continuing through 2021. The golf funds are expected to turn a profit on a cash basis for the second consecutive year and will reserve any excess revenue over expenses for future capital projects. Due to the restructuring of the current lease at Arboretum Club and new lease with WJ Golf, a capital draw on reserves totaling $700,000 is planned in 2022 to complete tenant and course improvements. For 2022, fee revenue totaling $2,710,700 is expected from operations at both golf courses, besting budgeted 2021 performance of $2,801,700. Due to strong revenue performance, the 2022 Property Tax 35% Other Taxes 52% Licensing 1% Permits 3% Fines and Fees 3% All Other Revenue 4%Internal Transfers 2% GENERAL FUND REVENUE BY CATEGORY Fire 26% Police 31%Community Development 4% Public Works 15% Transfers Out 10% Admin 14% GENERAL FUND EXPENDITURES BY SERVICE Income Tax 1,062,000 State Sales Tax 514,700 Home Rule Sales Tax 457,000 Food & Beverage 150,000 Telecommunications (240,000) 13 Budget does not include a general fund subsidy for golf operations. Capital Development The 2022 budget includes $22.1 million in capital projects, an increase of $4.7 million year-over-year. Total requests for 2022 were $48 million, inclusive of $14 million for Public Works Facility replacement and $16.3 million in street maintenance. $28 million of requests were deferred until 2023 or later. Capital projects are sourced from a variety of revenues including water/sewer user fees, state and local motor fuel taxes, bond proceeds and general funds. Street, sewer and water main projects total $18.3 million, or 90 percent of capital expenditures for the coming year. Allocation of Capital Projects by Category The following graphic shows major capital projects. Major Capital Projects and Expenditures Vehicle and equipment expenditures are budgeted at $2.2 million for 2022, reflecting continued replacement of major fire apparatus. A planned draw on reserves is anticipated in the amount of $3.2 million. Much of the drawdown of reserves is cyclical, reflecting periods of rapid growth in the community and the addition of major equipment in response. Technology investments that improve customer service, security, efficiency and the delivery of service remain high priorities. In 2022, four major projects will occur: Completion of the Community Development ERP- enterprise-level permitting, licensing and inspection software; •Network and security improvements to reduce risk to the organization; •Replacement of the first- generation VoIP phone system; and •Implementation of Notifi communications software. Personnel, Wages & Benefits As a service organization, over 69 percent of the Village's operating budget is committed to personnel wages, benefits, and retirement programs. For 2022, total employment will increase 4.6 percent year-over-year, with a total of 209 full time and 37 part-time positions programmed. Aside from the addition of Information Technology 2% Facilities 6% Streets 25% Water/Sewer 58% Vehicles & Equipment 9% UTILIZATION OF CAPITAL RESOURCES 14 communications and engagement positions, the majority of increases are reinstatement of positions vacated with the onset of the COVID-19 pandemic, as well as additional seasonal employees to provide snow and ice control services. A general wage increase of 2.50 percent is programmed for all non-represented employees. Represented employee wage increases are subject to collective bargaining agreements in place or to become effective in 2022. All wage increases (represented and non- represented) are based on comparable wage data provided by 14 similar communities. Employee healthcare continues to represent one of the largest categories of spending in the General Fund. For 202 2, healthcare costs through the Intergovernmental Personnel Benefits Cooperative (IPBC) are budgeted at $4.2 million, an increase of $500,000 from the 2021 budget. There are no changes in coverage limits or plan designs for the coming year. Fund Balance and Liability Management The Village issued new debt in 2020 consisting of $24 million in general obligation bonds dedicated to street, water and sewer main rehabilitation. The Series 2010A bond issue (Arboretum Clubhouse improvements) is fully retired, leaving only the Series 2010 B (Refunding), Series 2012, Series 2016 and Series 2020 bonds. The Village retired $2,550,400 in principal on the Series 2012, Series 2016, Series 2019 and Series 2020 bonds. As of the end of FY 2022, the Village will have an outstanding principal of $29,438,800, with maturities ranging between 2022 and 2035 for all existing debt. The Village Board proactively created a debt service reserve as part of its approved financial policies in 2021. As part of this reserve, $3,829,220 was allocated to retire the Series 2012 bonds in 2023, reducing interest cost to taxpayers by $536,800. 15 For 2022, the Village will contribute 100 percent of the actuarially required contributions for the police, fire and IMRF pension funds. Non-sworn, civilian personnel are covered under the Illinois Municipal Retirement Fund, calculated at 11.7 percent of payroll. The unassigned fund balance at year- end 2022 is estimated at $20,540,527. The Village’s adopted Financial Policy requires a minimum of 25 percent of the forthcoming year’s expenditures in unassigned balance, with a goal of 35 percent or greater. The planned reserve will exceed 35 percent. Property Tax Levy The tax levied against residential, commercial and industrial properties within the corporate limits is one of the few revenue streams over which the Village has direct control. The Village Board has adopted a conservative approach to levying property taxes, particularly given the reliance on this revenue to fund other activities, such as public education and parks and recreation. For the 20 21 tax year (payable in 2022), a levy of $20,452,044 is proposed. After proposed abatements of debt service on the Series 2012, Series 2016 and Series 2020 bonds in the amount of $3,336,503, the net levy increase is estimated at 0.0 percent, year-over-year. The Village proposes to use $320,000 offset from capital reserve transfers to mitigate any increase in the levy. Factoring in growth in equalized assessed valuation, the applied property tax rate (mill rate) will remain unchanged, year-over-year. Utility Rates and Taxes The Village adopted a water and sanitary sewer rate policy that provides for an annual four percent escalation of the rate per thousand gallons of metered water. The rate for combined water and sewer will increase to $7.65 per 1,000 gallons, from a rate of $7.35, effective January 1, 2022. Property Tax & Utility Rates Lake County has notified the Village that its wholesale sanitary sewer rate will increase to $4.54 per thousand gallons from $4.43, effective December 1, 2022. The Village of Buffalo grove collects and remits the Lake County sanitary sewer fee as a pass-through agency. There is no increase proposed to the stormwater management fee for 2022. The current contract with Waste Management for residential refuse expires in May 2023 . 16 Closing The development of an annual budget is a massive endeavor, utilizing the skills and talents of our entire leadership team. I cannot express in words my sincere appreciation of the work done by everyone from our competent staff to our capable Village Board to prepare this document for your consideration. Despite the challenges presented by a once-in-a-lifetime pandemic event, I believe we have set a course for the coming year that reflects the mission, vision, and values of our community, our Village Board and our entire workforce. I appreciate the Village Board’s continued fiscal stewardship and look forward to working with the Village Board for a successful 2022. Respectfully, Dane Bragg, Village Manager 17 COMMUNITY GUIDE Principal Officials - Organizational Chart - Village Overview –Commissions, Committees & Boards - Village Government - A Closer Look at BG - Major Planning Initiatives - Development and Business Activity - Vision, Mission, and Core Values - Village Board Priorities - Strategic Planning 18 BG Elected Officials Beverly Sussman Village President Tel: 847-459-2500 Email: BSussman@vbg.org Gregory Pike Village Trustee Tel: 847-459-2500 Email: GPike@vbg.org Eric Smith Village Trustee Tel: 847-459-2500 Email: ESmith@vbg.org Lester Ottenheimer Village Trustee Tel: 847-459-2500 Email: LOttenheimer@vbg.org Andrew Stein Village Trustee Tel: 847-459-2500 Email: AStein@vbg,org Joanne Johnson Village Trustee Tel: 847-459-2500 Email: JRJohnson@vbg.org David Weidenfeld Village Trustee Tel: 847-459-2500 Email: DWeidenfeld@vbg.org Janet Sirabian Village Clerk Tel: 847-459-2500 Email: JSirabian@vbg.org 19 BG Senior Staff Dane Bragg Village Manager Tel: 847-459-2525 Email: DBragg@vbg.org Mike Skibbe Director of Public Works Tel: 847-459-2545 Email: MSkibbe@vbg.org Arthur Malinowski Director of Human Resources Tel: 847-459-2549 Email: AMalinowski@vbg.org Mike Baker Fire Chief Tel: 847-777-6100 Email: WBaker@vbg.org Steven Casstevens Police Chief Tel: 847-459-2574 Email: SCasstevens@vbg.org Chris Black Director of Finance Tel: 847-459-2500 Email: CBlack@vbg.org Christopher Stilling Deputy Village Manager Tel: 847-459-5530 Email: CStilling@vbg.org Brett Robinson Director of Administrative Services Tel: 847-459-2500 Email: BRobinson@vbg.org Nicole Woods Director of Community Development Tel: 847-459-2500 Email: NWoods@vbg.org ORGANIZATIONAL CHART Residentsof Buffalo Grove Village Board Village Manager/ Deputy Village Clerk Deputy Village Manager Community Development Building and Zoning Environmental Health Planning & Econ Development Administrative Services Purchasing Information Technology Finance General Services Fire Department Emergency Medical Services Fire Suppression and Rescue Fire Prevention &Education Emergency Management Human Resources Legal Deputy Village Manger Police Department Patrol Investigations Traffic Police Records Communications Golf Operations Public Works Engineering Building Maintenance Central Garage Streets Drainage Sewer Forestry & Grounds Water 21 COMMISSIONS, COMMITTEES & BOARDS Village Commissions, Committees, and Boards are appointed by the Village’s Corporate Authorities. The list of Commissions can be found in Title 2, Administration and Personnel, within the Village’s Municipal Code. The Municipal Code can be found on the Village’s website at www.vbg.org. Each Commission is established by parameters for its operation including, but not limited to duties of the Commission, members, meeting schedule and purpose. Individuals interested in volunteering for a Village Commission, Committee, or Board are encouraged to complete an Online Volunteer Application available on the Village’s website or by contacting Village Hall. Appointments are made by the Village President with the concurrence of the Board of Trustees. The following is the list of approved Commissions, Committees, and Boards as set forth in the Municipal Code. •Chapter 2.14 Police Pension Fund •Chapter 2.24 Health Commission •Chapter 2.26 Board of Local Improvements* •Chapter 2.28 Board of Police and Fire Commissioners •Chapter 2.46 Planning and Zoning Commission •Chapter 2.48 Ethics Commission •Chapter 2.50 Firefighters Pension Fund •Chapter 2.52 Transportation Commission •Chapter 2.58 Commission for Residents with Disabilities •Chapter 2.60 Buffalo Grove Days Committee *The Board of Local Improvements consists of the Village Engineer and members of the Village Board. 22 VILLAGE OVERVIEW The Village of Buffalo Grove is located approximately 33 miles northwest of downtown Chicago and 20 miles north of O’Hare International Airport. The Village’s land area is 9.3 square miles, with 21.7 percent of the area in Cook County and 78.3 percent in Lake County. Neighboring communities include Arlington Heights, Lincolnshire, Long Grove, Riverwoods, Vernon Hills, and Wheeling. Since its incorporation in 1958, Buffalo Grove has grown and developed into a tightly knit, award-winning community. The Village’s current population is 43,212 (2020 U.S. Census Bureau). Buffalo Grove has excellent transportation access for residents, businesses, employees, and visitors. The Village is served by the Metra North Central Service rail line connecting to downtown Chicago and O’Hare airport. Pace bus service provides access to adjacent communities, as well as Metra’s Union Pacific Northwest, and Milwaukee District North, rail lines. The regional road system serving the Village includes Aptakisic Road, Arlington Heights Road, Buffalo Grove Road, Lake Cook Road, and State Routes 21, 22, 45, 83, and 68, with direct links to Route 53 and Interstate 94. The Village’s commercial base includes several corporate business parks, a diverse retail sector and a wide range of professional services, including medical facilities. The Village’s residential areas include single-family neighborhoods, townhomes, condominiums, and apartments. The housing stock is very diverse, with units of different sizes and designs available at various price points to serve the community’s population. The Village is served by four elementary school districts and two high school districts, all of which consistently receive acknowledgement for providing high quality education for children and young adults in the community. Buffalo Grove is served by two library districts and two park districts. The Village has over 800 acres of parks and open space, including two municipal golf courses and a substantial bike path and sidewalk network. Numerous opportunities for cultural and entertainment activities are available for residents and visitors. 23 VILLAGE GOVERNMENT Home Rule Authority The Village of Buffalo Grove is a Home Rule Unit by virtue of the provisions of the Constitution of the State of Illinois of 1970. Home Rule allows a community to take actions not specifically prohibited by the state statutes. Conversely, a non-home rule community can only undertake those actions specifically allowed for in the state statues. Home rule enables a municipality or county to establish its own system of self-governance without receiving a charter from the state. Home rule shifts much of the responsibility for local government from the state legislature to the local community. The most significant powers granted to a home rule community include the ability to enact its own police powers (health, safety, morals and general welfare), to issue bonds without referendum and exemption from property tax caps under the Property Tax Extension Law Limit (PTELL). Council-Manager Form of Government The Village established the council -manager form of government by referendum on July 1, 1980. The council-manager form is the system of local government that combines the strong political leadership of elected officials in the form of a council or board, with the strong managerial experience of an appointed local government manager. The form establishes a representative system where all policy is concentrated in the elected board and the board hires a professionally trained manager to oversee the delivery of public services. Under council-manager form, those duties not specifically reserved by the elected body pass to the Village Manager and his/her professional staff. Equalized Assessed Value The equalized assessed value, or EAV, is the result of applying the state equalization factor to the assessed value of a parcel of property. Tax bills are calculated by multiplying the EAV (after any deductions for homesteads) by the tax rate. Below are the Cook County, Lake County, and total EAV of property within the Village. TAX YEAR Cycle COOK COUNTY % Increase (Decrease) LAKE COUNTY % Increase (Decrease) TOTAL VALUE 2009 QL 453,182,604 5.34% 1,443,599,910 -0.50%1,896,782,514 2010 TC 405,013,042 -10.63%1,369,087,745 -5.16%1,774,100,787 2011 370,243,748 -8.58%1,294,187,616 -5.47%1,664,431,364 2012 335,075,013 -9.50%1,196,068,204 -7.58%1,531,143,217 2013 QL/TC 279,396,765 -16.62%1,137,719,248 -4.88%1,417,116,013 2014 283,496,811 1.47%1,141,563,977 0.34%1,425,060,788 2015 277,046,677 -2.28%1,198,647,088 5.00%1,475,693,765 2016 TC 335,031,209 20.93% 1,279,219,819 6.72% 1,614,251,028 2017 QL 332,610,078 -0.72%1,327,419,254 3.77% 1,660,029,332 2018 331,638,045 -0.29%1,355,155,645 2.09%1,686,793,690 2019 TC 381,716,216 15.10% 1,433,828,850 5.80% 1,815,545,066 2020 382,596,675 0.23% 1,402,065,010 -2.22%1,784,661,685 TC= Triennial property assessment cycle (Cook County) QL= Quadrennial property assessment cycle (Lake County) 24 MAJOR PLANNING INITIATIVES Infrastructure Modernization Program As the Village’s first-generation water and sanitary sewer infrastructure readies for replacement and rehabilitation, the Village Board and staff teams have worked cooperatively to develop a strategy to ensure that infrastructure replacement can be replaced in a timely manner. The goals of the Infrastructure Modernization Program are to manage neighborhood infrastructure in a way that ensures a high-level of customer service, maintains property values, and minimizes disruption to residents. The Infrastructure Modernization Program began in the spring of 2020. Due to the development patterns of the Village since 1958, much of the water and sewer infrastructure as well as road deficiencies exist in the Cook County portions of the Village. However, given the desire to balance the needs of the entire village with this initiative, several projects are planned village-wide over the next five years and beyond. In 2020 and 2021, the Village completed 10.11 miles in street, water, and sanitary sewer improvements, with 3.97 miles programed for i mprovement in 2022. Lake-Cook Road TIF To help spur private development in the Lake Cook Corridor and help implement the Lake Cook Corridor Market Study and Plan, the Village established a Tax Increment Financing (TIF) District on July 20, 2020. The TIF study area is generally bounded on the west by Arlington Heights Road, on the south by Lake Cook Road, on the east by McHenry Road (IL Route 83) and on the north by Checker Drive. The area includes most of the properties that were evaluated as part of the 2018 Lake Cook Corridor Study including key properties such as Town Center, Chase Plaza and the Grove Shopping Center. Development activity is projected to increase in 2022. 25 DEVELOPMENT AND BUSINESS ACTIVITY Since the start of 2021, the Village of Buffalo Grove Community Development Department is on track to issue nearly 3,000 commercial and residential building permits. These permits represent a total project valuation of over $85,000,000 invested into the community. The following is a summary of various upcoming projects, approved projects and/or projects under construction: Link Crossing Construction continues on the new Link Crossing Development. The developer, K. Hovnanian Homes is developing 68 clustered single-family detached homes and 119 2-story townhomes. Northwest Community Healthcare Construction for a redeveloped Northwest Community Healthcare (NCH) property at 15 S McHenry Road and 125 E Lake Cook Road is nearing completion in late 2021. The project includes a new 70,600 square foot medical office building and a 4,900 square foot retail building. Spoerlin Commons Outlot A new 2,800 square foot Dunkin Donuts outbuilding with drive- through is nearing completion in late 2021. Dunkin Donuts was formerly located in the corner unit of the existing retail building and developed the outbuilding to expand their services by including a drive-through. Lou Malnati’s Corporate Headquarters In 2021, Lou Malntii’s announced it is consolidating its headquarters and moving to 900 Busch Parkway. The 125,000 square foot building will serve as the company’s home office, e-commerce site, and fulfillment center. The property is currently undergoing an extensive buildout to accommodate the multiple uses. 26 Arboretum Club - 401 Half Day Rd Plans for the Village-owned The Arboretum Club at 401 Half Day Road have been approved to convert the existing banquet space into a virtual golf center. WJ Golf, an indoor golf business, is the tenant and will manage the virtual golf center, as well as the renovated full-service restaurant. WJ Golf will offer indoor golf activities including private lessons, golf simulators, full- service dining, and entertainment, which will complement the Arboretum Club’s beautiful 18-hole outdoor golf course to create a unique and exciting regional destination. Work is currently underway on the project as WJ Golf, and the Village will invest more than $1,400,000 into the Arboretum Club over the next 5 years. 27 UPCOMING PROJECTS Town Center Redevelopment Kensington Development Partners seeks to redevelop the 20-acre Town Center property into a new, mixed- use development to be anchored by retail, restaurants, and multi-family residential. Kensington’s total investment and project costs are estimated to exceed $100 million. The project is still in the planning stages and construction would not commence until late 2022. Multi-use Project at 700 E Lake Cook Road (Northeast corner of Lake Cook Rd & Lexington Dr.) The Village approved plans for the redevelopment of an existing office building at 700 E Lake Cook Road into multiple uses including a 8,720 square foot convenience store, fuel center and car wash complex, 8,550 square foot retail center and a 2,400 square foot quick service restaurant. The project is expected to be completed in late 2022. Industrial Building at 1305 Busch Parkway A new 50,516 square foot industrial building was approved in mid- 2021 by the Village. The multi- tenant building will feature office and industrial flex space. Premier Design+ Build Group is developing the project and will be one of the main occupants in the building. The project is expected to be completed in 2022. Speedway In late 2021, the Village reviewed and approved a submission for the redevelopment and expansion of a Speedway gas station and 4,600 square foot convenience store. This project, located at 201 N Milwaukee, is approximately 3.5 acres of land and will service auto and commercial vehicles. 28 Population 43,212 is the median age of residents 41.7 Households 16,404 is the median household income $115,951 Acres of open space 704 Accessible park acreage per 1,000 residents 10.1 BG by the numbers 32% of residents were born outside of the United States of residents have some level of post-secondary education of residents have access of 4+ acres per 1,000 residents According to 2015-2019 American Community Survey five-year estimates and 2020 U.S. Census. 87% 79%32% Of residents identify as a race that is non-White/ non-Hispanic A Closer Look at BG in 2022 29 V ISION, MISSION, AND CORE VALUES The Village’s Management Theme is “Achieving Excellence.” MISSION Excellence in Service Delivery: Continuously evaluate programs and services to ensure they are carried out efficiently and effectively. Excellent Community Focus: Promote programs and services which focus upon enhancements to family values, social amenities, and enhanced opportunities that contribute to business expansion and success. Excellent Organizational Dynamics: Ensure that the organization remains accountable as it addresses change and transition. We shall remain committed to competent, dependable, and efficient service delivery by all of our staff. Excellent Fiscal Responsibility: Deliver valuable public services in a responsive manner within the parameters of adopted tax and fiscal duties. Furthermore, we remain committed to managing and maintaining public infrastructure and assets with proactive services. . CORE VALUES Strategy: The Village’s core strategy focuses on fiscally prudent, high quality and differentiated services to residents. Ongoing operations and future services are defined in terms of short, intermediate, and long-term strategies that reflect the high-level service requirements, expectations, and demographics of the community. Efficiency: The Village strives to deliver products and services in the most cost-effective manner, seeking to minimize time and resources obligated to core services and to lower the cost of service delivery through competition, collaboration, and innovation. Culture: The Village maintains a culture of service, loyalty, and dedication to our competencies through adherence to a series of performance metrics and accountability. Technology: The Village’s priority is to launch technology as a means to provide better and more efficient services to our internal and external customers. We evaluate and implement the newest technology as an ongoing effort to improve efficiency and enhance communications. 30 VILLAGE BOARD PRIORITIES ECONOMIC DEVELOPMENT Goal The Village will encourage and foster economic development as a means to provide resources for operational and capital needs as well as to improve the quality of life of the community. Policy Implication Economic development requires systemic reinvestment in existing and new commercial areas. The Village Board will explore and adopt financial mechanisms that allow needed reinvestment to occur – in the planning and development phases of redevelopment. Prior Actions The Village has previously approved revenue sharing agreements for sales tax producing entities (Hines Lumber, BITS, and Woodman’s). The Village has approved multiple new industrial and commercial projects. The Lake Cook Road Corridor Study and TIF District were completed. Specific Actions The Village Board will assess successful projects in other communities to gain an understanding of financial, legal, land use and other tools available to develop successful local projects. The Village Board will explore establishing a commercial brokerage relationship to seek and vet potential projects. For obsolescent, underutilized, environmentally challenged and/or vacant commercial properties, the Village Board will identify and make available development finance mechanisms for the redevelopment of the property, dependent upon specific site/trade characteristics. The Village Board will implement the goals adopted in the Economic Development Strategic Plan. FINANCIAL Goal The Village will allocate state shared revenues to fund Tier II and Tier III services within five years. Policy Implication State shared revenues will be allocated to one-time and non-essential services based upon the availability of funds. Prior Actions The Village Board previously allocated its non-debt service levy to public safety expenditures, ensuring a stable revenue source for this program area. Capital reserve transfers are made at the end of each calendar year, providing maximum flexibility to the Village in allocating resources for programs. Services have been assigned priority by Tier I, II and III, and further used as a guide to develop resource allocations. Staff developed a comprehensive fee and fine survey and rate analysis, which is used to compare rates to comparable service providers. Specific Actions Generate revenue allocation profile by service. As part of the program based budget, each service will show its corresponding revenue source(s). The Village Board will assess and provide direction on any identified local revenue sources that can be enhanced or implemented. The Village will continue to pursue entrepreneurial arrangements to sell external services to other units of local government, where a net benefit can be realized. The Village will continue to provide services based on core competencies, seeking alternate service delivery models where practical and cost effective. 31 LEADERSHIP/ COMMUNICATIONS Goal The Village Board will strive to communicate effectively and work cooperatively to achieve common goals. The Board will respect and accept differences of opinions and will work together in a constructive manner that is both essential and necessary to achieve its goals for the residents of the Village of Buffalo Grove. The Village President will take every opportunity to share information regarding the President’s activities and communicate matters of important substance to the Village Board, including summaries of meetings attended. Policy Implication Effective cooperation is essential for the success of the Village Board and the achievement of identified goals and to accomplish what is in the 2018-2023 Strategic Plan. Leadership The Village President will reach out to the members of the Village Board to provide information on various agenda items. The Village President will listen to Trustees and work collaboratively with them to build a shared vision. Prior Actions N/A Specific Actions Village President/Trustee Communications: In order to improve communication, the Village President will make every effort to communicate with Trustees. The Village President will share information with Trustees on an ongoing and continuous basis. To build relationships and mutual support, interaction with Trustees will be a number one priority. The Village President will always be available to Trustees. Communication can take place through telephone calls, emails, one-on-one meetings and any additional ways to achieve the goal of successful communication. Trustees will contact the Village President with questions that might arise. Trustee/Trustee Communications: Trustees will work well together by respecting and accepting differences of opinion to enhance the decision-making process. Trustee liaisons will provide updates of committee/board/commission activities to the Village Board that they feel are important to share at Village Board meetings on an ongoing basis in sufficient detail to allow the Board to have a reasonable understanding of the issues. The Village Board will periodically review the Code of Conduct as a guide for Board activities. 32 STRATEGY MAP In order to achieve the board’s directive to identify Strategic Initiatives, Goals, and Action Steps staff developed the following plan definitions and plan structure. ithin each Strategic Planning Priority, there are Initiatives, Goals, and Acton Steps that are developed by staff based on direction from the Village Board and feedback from employees. Each Action Step contributes to the performance of a Goal. Each Goal promotes the effectiveness of a Strategy. Initiatives enhance the village’s ability to promote the achievement of a Strategic Planning Priority. Each Action Step includes the department responsible for its accomplishment, the Budget Program that funds achievement of the goal, and a timeframe for completion of the goal. Strategic Planning Priority •A broad statement about what the village is striving to achieve. Strategic Initiative •An area of focus that will enhance the village's performance related to a Planning Priority. Strategic Goal •Defined activities that are measurable and contribute to the success of the initiative. Action Steps •Specific projects, processes, or programs that are required to achieve the goal. W 33 STRATEGIC PLANNING PRIORITIES he plan is comprised of five overarching Strategic Planning Priorities based on feedback received from employees, senior staff, and the Village Board. These priorities direct the development of the annual budget and guide the Village’s work throughout program areas. The five overarching Strategic Planning Priorities are as follows: SERVICE OPTIMIZATION: Based on needs and expectations of the community and prioritization of core services, provide optimal service enhancing processes both internal and external to the organization. FINANCIAL STABILITY: Maintain a positive financial position with a long- term perspective by diversifying revenue sources, aligning fee structures to adequately reflect service demands, reducing the Village’s reliance on property and state shared taxes, and ensuring revenues adequately fund services and infrastructure needs. COLLABORATION: Create and maintain an environment that engages and empowers all employees, residents, and organizations that serve the community in the mission of the Village as well as encourage the development of human capital and resources. . ECONOMIC DEVELOPMENT: Maintain and enhance the quality of life in the community through on-going assessment, public and private partnerships, and by leveraging resources to meet community objectives. Create an inviting environment for doing business in the community through targeted communication and marketing methods, consistent with the needs and values of the village. INFRASTRUCTURE SUSTAINABILITY: Infrastructure, which includes Village buildings, streets, utilities, information assets, vehicle fleet, and other assets necessary for maintaining service levels. Plan for the financial resources necessary to maintain current infrastructure, upgrade for efficiency or enhanced capabilities, and plan for the future infrastructure needs of the community. T 34 2021 DEPARTMENTAL GOALS AND ACTIONS SERVICE OPTIMIZATION Action Step Strategic Initiative Budget Program Priority Status Implement an enterprise level community development solution Internal Operations Planning, Zoning, and Development High Completed Continue to seek accreditation of fire department Internal Operations Public Safety Medium In Progress Develop a formal program for company level fire inspections Internal Operations Public Safety Medium Completed Incorporate an infrastructure report in to the 2022 budget document Internal Operations Financial Management Medium Deferred Implement an employee intranet Internal Operations Human Resources High Completed Work with the Buffalo Grove Community Foundation to create a strategic plan External Service Provisions General Administration Medium In Progress Continue performing a comprehensive update of the village code External Service Provisions General Administration High In Progress Continue to update the village’s liquor licensing process Internal Operations General Administration Medium In Progress Continue records management program Internal Operations General Administration Low In Progress Continue to participate in the minority recruitment program Internal Operations PD Public Safety Medium Completed Mental health calls for service analysis and presentation to Village Board Internal Operations PD Public Safety Medium In Progress Implementation of the public works strategic plan Internal Operations General Administration High Completed Develop emergency communications scripts Internal Operations General Administration Medium Deferred Begin to review policies across departments to address any issues with inclusion and equity External Services Provisions and Internal Operations General Administration High Deferred Develop strategy for translation services for in person/phone contact and documents External Service Provisions General Administration Medium Deferred Implement Office 365 Internal Operations General Administration High Completed Evaluate the snow and ice operations for alternative options and efficiencies Internal Operations Snow and Ice High Completed Joint social worker analysis to determine if another social worker would be beneficial for police and fire operations External Service Provisions Public Safety Medium Completed Evaluation of the reorganization of IY Services Internal Operations PD Public Safety Medium Deferred Improve the internal efficiency of the audit process Internal Operations Finance Medium Completed 35 2021 DEPARTMENTAL GOALS AND ACTIONS FINANCIAL STABILITY Action Step Strategic Initiative Budget Program Priority Status Develop options for the Arboretum Club lease Cost Control Financial Management High Completed Create a list of sources of revenue that the Village does not currently collect Revenue Diversification Financial Management Medium Deferred Align community development fees with new service delivery options available through a comprehensive enterprise system Revenue Diversification Financial Management Medium Completed Evaluation of the Fleet Services Division Cost Control Financial Management High Completed COLLABORATION Action Step Strategic Initiative Budget Program Priority Status Create a manufacturing awareness program for high school students Relationships with BG Entities Planning, Zoning, and Development Low In Progress Develop a series of educational workshops regarding the budgeting process for employees Employee Development and Engagement Financial Management Low Completed Develop a formal recruitment strategy Employee Development and Engagement Human Resources Mediu m In Progress Develop a formal succession planning strategy Employee Development and Engagement Human Resources Mediu m In Progress Continue to develop a comprehensive community engagement strategy Citizen Engagement General Administration High In Progress Perform the 2020 citizens survey Citizen Engagement General Administration Mediu m Completed Perform an emergency table top exercise with staff and elected officials Relationships with BG Entities Public Safety Mediu m Completed Develop new strategies for emergency communications with residents – water main breaks and emergency road closures Citizen Engagement Public Works High In Progress Develop a comprehensive program for remote delivery of internal services to employees Employee Development and Engagement Human Resources High Completed Develop remote town hall meetings with employees Employee Development and Engagement Human Resources Mediu m Completed 36 2021 DEPARTMENTAL GOALS AND ACTIONS ECONOMIC DEVELOPMENT Action Step Strategic Initiative Budget Program Priority Status Continue the development of the 2040 Comprehensive Plan Land Use and Development Planning, Zoning, and Development High In Progress Continue to work with developers regarding the Town Center Property Land Use and Development Planning, Zoning, and Development High In Progress INFRASTRUCTURE SUSTAINABILITY Action Step Strategic Initiative Budget Program Priorit y Status Create a strategy for the future of the village’s facilities Planning and Programing Planning, Zoning, and Development High In Progress Utilize the Greenest Regions II Compact to develop a sustainability plan Environmental Sustainability Financial Management Low In Progress Implement new records management system and computer aided dispatch systems Planning and Programing PD Public Safety High Completed Present the study of the village’s storm water system to the Village Board Planning and Programing Engineering High Completed Explore a potential special service area for utility improvements in the Prairie View area Program Funding Engineering Low Deferred Complete large SCADA Upgrade Planning and Programming Utilities High In Progress Continue implementation of the Infrastructure Modernization Program Planning and Programming Public Works High Ongoing 37 2022 DEPARTMENTAL GOALS AND ACTIONS SERVICE OPTIMIZATION Action Step Strategic Initiative Budget Program Priority Communications Strategy External Services Provisions and Internal Operations General Administration High Incorporate an infrastructure report in to the 2023 budget document Internal Operations Financial Management Medium Municipal Code Revisions External Services Provisions and Internal Operations General Administration High Continue to seek accreditation of fire department Internal Operations Public Safety FD Medium Work with the Buffalo Grove Community Foundation to create a strategic plan External Service Provisions General Administration Medium Continue performing a comprehensive update of the village code External Service Provisions General Admi nistration High Continue to update the village’s liquor licensing process Internal Operations General Administration Medium Continue records management program Internal Operations General Administration Low Develop emergency communications scripts Internal Operations General Administration Medium Begin to review policies across departments to address any issues with inclusion and equity External Services Provisions and Internal Operations General Administration High Develop strategy for translation services for in person/phone contact and documents External Service Provisions General Administration Medium Evaluation of supervisory structure in Investigations Internal Operations Public Safety PD Medium Evaluation of community engagement needs in Police External Service Provisions Public Safety PD Medium Selling of Water Services External Services Provisions and Internal Operations General Administration Medium 38 2022 DEPARTMENTAL GOALS AND ACTIONS FINANCIAL STABILITY Action Step Strategic Initiative Budget Program Priority 20 Year Storm Sewer Proforma and Rate Study Revenue Diversification Financial Management Medium Evaluation of Fire Fleet Contracted Services Cost Control Public Safety FD Medium Create a list of sources of revenue that the Village does not currently collect Revenue Diversification Financial Management Medium Outsourced Vehicle Maintenance Contract Review Cost Control Central Garage High Break Even Strategies for BG Days Cost Control Village Board Medium Stormwater Funding Strategy Revenue Diversification Water and Sewer High Central Store for inventory system Cost Control Building Maintenance Medium Solid Waste Partnership Cost Control Financial Management Medium Debt Management Program Cost Control Financial Management Medium COLLABORATION Action Step Strategic Initiative Budget Program Priority Public Education/Community Engagement for Fire Department Relationships with BG Entities Public Safety FD Medium Create a manufacturing awareness program for high school students Relationships with BG Entities Planning, Zoning, and Development Low Develop a formal recruitment strategy Employee Development and Engagement Human Resources Medium Develop a formal succession planning strategy Employee Development and Engagement Human Resources Medium Continue to develop a comprehensive community engagement strategy Citizen Engagement General Administration High Develop new strategies for emergency communications with residents – water main breaks and emergency road closures Citizen Engagement Public Works High Develop partnerships with the Social Service community Relationships with BG Entities General Administration High The facilitation of DE&I programs Citizen Engagement General Administration High 39 ECONOMIC DEVELOPMENT Action Step Strategic Initiative Budget Program Priority Continue the development of the 2040 Comprehensive Plan Land Use and Development Planning, Zoning, and Development High Continue to work with developers regarding the Town Center Property Land Use and Development Planning, Zoning, and Development High Continue to work with developers regarding the Prairie View Metra Station Area Land Use and Development Planning, Zoning, and Development High Continue to work with developers regarding the Land of Lakes Property Land Use and Development Planning, Zoning, and Development High Continue to work with developers regarding the former Rohrman Property Land Use and Development Planning, Zoning, and Development High Continue the development of Unified Development Ordinance Land Use and Development Planning, Zoning, and Development Low INFRASTRUCTURE SUSTAINABILITY Action Step Strategic Initiative Budget Program Priority Create a strategy for the future of the village’s facilities Planning and Programing Planning, Zoning, and Development High Utilize the Greenest Regions II Compact to develop a sustainability plan Environmental Sustainability Financial Management Low Explore a potential special service area for utility improvements in the Prairie View area Program Funding Engineering Low Complete large SCADA Upgrade Planning and Programming Utilities High Continue implementation of the Infrastructure Modernization Program Planning and Programming Public Works High Open Land Management Planning and Programming Public Works High Police Body & Insquad Cameras Planning and Programming Public Safety- PD High 40 BUDGET PROCESS Budget Process - Budget Timeline - Basis of Budgeting - Fund Structure - Financial Policies and Goals - Budget Responsibilities - Budget Overview 41 BUDGET PROCESS This budget document is the result of the Village’s financial and operational planning process and serves as the guide for implementing those plans. The process brings together input from elected officials, department directors, departmental staff and the public in order to shape the Village’s goals and objectives. Staff begins preparing the next year’s budget nearly a year prior to its adoption. The Finance Director projects fund balances remaining at the end of the current fiscal year and develops a revenue projection for the following year. Individual departments are responsible for assessing current conditions, programs and needs. Each department director is provided a target as a parameter to work within while developing departmental budgets. Committee of the Whole meetings are held throughout the year to discuss long-range financial planning and provide updates on the Village’s current financial condition. Mid- year, the Finance Director presents an update of the General Fund five year operating forecast and the Water Fund’s twenty year water rate pro forma, and stormwater utility pro forma. Once department directors have reviewed their programs and services, initial budget requests are submitted to the Finance Director. The Finance Department then consolidates all requests to analyze the budget as a whole. After an initial analysis, meetings are held between the department directors, Finance Director, and Village Manager. They review major operational changes, discuss objectives and review capital project requests. An effort is made to combine requests across departments and to discuss how to efficiently accomplish village wide and departmental goals. An assessment of anticipated revenues and budget capacity often dictates a reduction in budget requests. Over the next month, the Finance Department works to compile the budget document. Before the public hearing, the proposed budget is made available to the public, both in hardcopy format at Village Hall and electronic format on the Village’s website, www.vbg.org. While the proposed budget must be available for public inspection at least ten days prior to passage, the Village routinely has it available well in advance of this deadline. In November and December, a series of meetings are conducted covering the proposed budget and tax levy. The Village Manager, Finance Director, and department directors are present to address any issues or concerns presented by the Village Board and residents. After the public meeting, the budget may be further revised and passed without further public inspection, notice or hearing. Once approved, the budget is the official spending document for fiscal year 2022. After the budget has been approved, the Village Manager and Finance Director continue to monitor the Village’s rate of revenue collections and expenditures to assure a healthy financial condition. If revenue projections drop below staff’s original estimates, the Village Manager will direct staff to reduce expenditures. Any spending that exceeds the total fund budget must be passed by the Village Board in the form of a budget amendment. 42 BUDGET TIMELINE Date Event Requirement/Action Monday, May 24, 2021 Budget/CIP Instructions Distributed Finance staff distribution Friday, May 28, 2021 FY 2022 Initialized in New World Systems Staff creates FY 2022 in NWS Friday, June 4, 2021 Budget Programs Approved Service programs approved for FY 2022 Budget June 7-11, 2021 Village/Department 2020 & 2021 Goals Review Goals approved for inclusion in Budget June 14-28, 2021 Department Meetings with OVM to discuss personnel requests Staffing levels determined for inclusion in FY 2022 Budget requests Monday, June 21, 2021 Program Summaries Due Staff provides program narratives Monday, June 28, 2021 Village Fee & Fines Recommendation Department fee & fine recommendations due to the Office of Village Manager Wednesday, June 30, 2021 Contract Renewals Submitted Departments submit Contract Renewals to Purchasing Manager Monday, July 12, 2021 Capital Improvement Plan Project & Building Maintenance Requests Due. IT Project Requests Due Department submits five year capital requests and FY 2022 building remodeling and technology requests Monday, July 19, 2021 Wage & Benefit Discussion Review general wage adjustments, performance pool, and health insurance Friday, July 23, 2021 Capital Budget Meeting Review capital requests. Monday, August 2, 2021 Budget Requests Due and Est. Actuals added to New World Systems. All department budgets and estimated actuals entered into NWS. Monday, August 2, 2021 Committee of the Whole Meeting Staff provide six month financial update on FY 2021 Budget. CIP Discussion, wage and benefit recommendation, property tax levy, fine/fee schedule Friday, August 6, 2021 Preliminary Budgets and Est. Actuals added to New World Systems. All department budgets and estimated actuals entered into NWS. August 16-20, 2021 Department Meetings Department Directors discuss budget requests to Village Manager/Deputy Manager. Monday, August 23, 2021 Final Budget Requests Due Final department budget due. Monday, August 23, 2021 RFP/RFQ/Bidding Calendar Department Directors report FY 2022 activity to Administrative Service Director. Monday, October 4, 2021 Preliminary Detail Budget to Village Board Preliminary detail budget, salaries, and preliminary property tax levy provided to Board Monday, October 18, 2021 Publish Public Hearing Notice Post public hearing announcement regarding budget hearing Monday, November 1, 2021 Draft Budget to Village Board Draft budget distributed to Village Board Monday, November 1, 2021 Village Board Meeting Truth-in-Taxation determination. Monday, November 15, 2021 Village Board Meeting FY 2022 Budget Presentation Monday, December 6, 2021 Village Board Meeting 2021 tax levy (public hearing). Budget adopted by resolution. 43 BASIS OF BUDGETING The Village of Buffalo Grove accounts for all funds and adopts a budget based on generally accepted accounting principles (GAAP). A fund is a separate accounting entity with a set of self- balancing accounts that records assets, liabilities, fund equity, revenues and expenses or expenditures. Funds are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with regulations, restrictions, or limitations. The Village uses three fund types: Governmental Funds: Use the modified accrual basis of accounting whereby revenues are recognized when they are “measurable and available” and expenditures are recorded when the related fund liability is incurred. Governmental funds usually account for tax-supported activities. Proprietary Funds: Use the full accrual basis of accounting. Under the full accrual basis, revenues are recorded when earned and expenses are recorded at the time liabilities are incurred. Proprietary funds are used to account for business-type activities. Fiduciary Funds: Are accounted for on a full accrual basis. Fiduciary funds are used to account for resources that are held by the government as an agent for parties outside the government and cannot be used to support the Village’s own programs. Annual Budget vs. Financial Statements: Except for the treatment of depreciation, the budget basis is consistent with GAAP. Depreciation is not shown in the budget; the full purchase price of capital expenditures is included. A reconciliation of the difference is provided in the Village’s Comprehensive Annual Financial Report (CAFR). Funds that are not budgeted, but are part of the Comprehensive Annual Financial Report, are the Retiree Health Savings Fund and the School and Park District Donations Fund. 44 FUND STRUCTURE A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The Village of Buffalo Grove uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All funds are included in this budget document and are appropriated by the Village Board. All funds are prepared on a cash-basis for budgeting purposes. During the Village’s annual audit, final adjustments may be made to properly account for modified or full accrual accounting based upon the fund type. Governmental funds focus on the near-term inflows and outflows of spendable resources. The majority of the Village’s services are accounted for in governmental funds including the General Fund and the Special Revenue Funds: Parking Lot Fund and Motor Fuel Tax Fund. Other governmental funds include the Debt Service Fund, which is established to pay the principal and interest due on long-term debt. Additionally, there are two Capital Project Funds. These funds provide resources for the design and construction of capital projects, as well as the procurement of long-term assets. The Village maintains two types of proprietary funds: an enterprise fund and three internal service funds. Enterprise funds are used to report the business-type activities the Village engages in and charges fees designed to recover the cost of the provided services. The Buffalo Grove Golf Fund, Arboretum Golf Fund, Water & Sewer Funds, and Refuse Fund are included in this grouping. Internal Service Funds finance and account for services and commodities that are provided to all Village departments, in turn all the revenue generated in these funds are derived from the departments which they serve through their budget and are then transferred to the Internal Service Funds. The Internal Service Funds are Information Technology, Central Garage, and Building and Facility Maintenance. The Finance Department works closely with the Office of the Village Manager and Public Works to develop these budgets and allocate charges for service to each department. Lastly, the Village acts as the fiduciary for the Police and Fire Pension Funds. The funds are supported by employee and Village contributions and are established as single employer defined benefit funds. The funds are managed by pension boards and are not available to support the Village’s programs. Civilian personnel are covered by the Illinois Municipal Retirement Fund (IMRF), a multi-employer, defined benefit plan. The Village sends the employer and employee contributions directly to IMRF. 45 FINANCIAL POLICIES AND GOALS The Village of Buffalo Grove has adopted various revenue, debt, and reserve policies. These policies help maintain a favorable financial position for the Village. The policies are located in their entirety in Appendix B. Investment Policy: This policy provides guidelines for investing Village funds in financial instruments that provide for the safety of principal, remain sufficiently liquid to meet anticipated operating requirements, and provide a market rate of return. Purchasing Policy: This policy delineates the procedure for purchasing goods and services in the Village. Competitive bidding is required for purchases over $25,000, except for professional services. Debt Policy: The Debt Policy governs how, when, and why debt is used. It is the policy of the Village to never use debt to finance operating expenditures. Fund Balance Policy: This policy establishes the appropriate level of unassigned fund balance in the General Fund. Fund balance reserves should only be used for capital improvements or as a temporary stop-gap to bridge a deficit. Capitalization Policy: Capital assets are assets with an initial, individual cost of more than $10,000 and an estimated useful life of greater than one year. Additions or improvements that significantly extend the useful life of an asset, or that significantly increase the capacity of an asset, are capitalized. Budgetary Goals 1. Prepare a budget that provides meaningful and readily understandable information to interested residents as well as the Village Board and staff. 2. Prepare a budget that allows for the implementation of the Village Board’s goals and objectives. 3. Pay for capital assets using pay-as-you-go financing. 4. Encourage intergovernmental cooperation. 5. Present a balanced budget defined as a budget where revenues meet or exceed expenses. 46 BUDGET RESPONSIBILITY The following departments are responsible for budgeting revenues and/or expenses in the listed funds. Fund Name Fund No. Department / Budget Responsibility General 100 Legislative Office of Village Manager Legal Administrative Service Finance Human Resources Fire Police Building and Zoning Engineering Public Works - Streets Public Works - Administration Public Works - Forestry Public Works - Drainage Operating Transfers - Finance Parking Lot 120 Finance Motor Fuel Tax 130 Engineering Debt Service 140 Finance Capital Projects - Facilities 150 Public Works - Administration Capital Projects - Streets 160 Engineering Water and Sewer 170 Public Works - Water & Sewer Arboretum Golf Course 190 Arboretum Golf Course Buffalo Grove Golf Club 180 Buffalo Grove Golf Course Refuse 200 Finance Information Technology 211 Public Works Central Garage 212 Public Works - Central Garage Building and Facility Maintenance 213 Public Works - Building Maintenance Police Pension 220 Finance Fire Pension 230 Finance 47 1. Transmittal Letter: The Transmittal Letter provides the Village Board and the public with a general summary of the most important aspects of the budget, including current and previous fiscal years, and the views and recommendations of the Village Manager. 2. Community Guide: This section includes a list of principal officials, an organizational chart, and general background information. The Community Guide provides an overview of Buffalo Grove as well as village wide economic development goals. Strategic goals are presented in this section as a function of the overall revenue and expense profile, and targeted priorities. 3. Budget Overview: This section provides the reader with general information on how the budget was developed, including a timeline and its general format. 4. Budget in Brief: In Budget in Brief section, the overall revenues and expenditures are presented by fund, as are fund balance projections, debt levels, staffing levels, and budget assumptions. Trend analysis allows the Village to monitor changes and anticipate future issues. This section identifies the factors that affect financial condition and logically arranges them to facilitate analysis and measurement. This information serves as a management tool by combining information from Village documents with relevant economic data. 5. BG is Responsible: BG is committed to being prudent stewards of the public dollar. To achieve this commitment the village takes the following actions: innovating the administrative, personnel, and legislative functions; managing the village's finances, pensions funds and debt service; and overseeing the strategic use of information technology resources. 6. BG is Resilient: BG strives to provide and maintain the highest quality infrastructure. To achieve this commitment the village takes the following actions: maintaining the village's streets, grounds, water, drainage, and sewer systems; improving the quality of municipal buildings, parking lots, and vehicles; and directing the long-term structural needs through engineering. 7. BG is Safe: BG knows that the community expects to be safe in their homes, at work, and around town. To achieve this commitment, the village takes the following actions: ensuring the public's safety through emergency medical, fire, and police services; inspecting the environmental and health impacts of businesses; developing standards for the permitting and zoning of the village's built environment. 8. Enterprise Fund Summary and Detail: This section provides more in-depth financial, organizational information at the enterprise fund level including strategic goals, accomplishments, and program variances. 9. Capital Improvement Budget Summary: This section presents the planned investments in the long- term assets of the Village. The Capital Improvement Plan provides a listing of capital projects over a 5-year horizon. 10. Appendix A Comprehensive Fee and Fine Schedule: All fees and fines for the Village of Buffalo Grove. 11. Appendix B Health Plan and Staffing: A summary of health insurance plan benefits and aggregate staffing levels. 12. Appendix C Document Definitions: Includes definitions of key terms and acronyms found throughout the budget book. 13. Appendix D CMAP Data: A report provided by the Chicago Metropolitan Agency for Planning which provides an in-depth breakdown of the village’s demographics. 14. Appendix E Operations Guide: A document which shows the relationships between the village’s funds, accounts, and line item expenditures. 15. Appendix F Financial Policies and Projections: All codified financial management policies and projections presented to the Village Board throughout the year. BUDGET SECTIONS 48 Commitment Program Area Major Service BG is Responsible Legislative Village Board Community Services Village Administration Administration Intergovernmental Relations Innovation and Analytics Corporate Counsel Media and Communication Personnel Administration Recruitment Benefits & Claims Administration Labor Management Training and Org. Development Financial Management Financial Management Risk Management Utility Billing Administrative Services Purchasing Records Management IT Fund Fire Pension Police Pension Debt Service BG is Resilient Streets Street and Curb Maintenance Snow and Ice Control Roadway, Signage, and Striping Forestry and Grounds Tree Services Property and Parkway Maintenance Natural Area Maintenance Drainage Storm Sewer Maintenance Open Channel Maintenance Engineering Infrastructure Management Developments Project Management Water Meter Services Pumpage and Purification Distribution Annual System Services Sewer System Operations and Maintenance Lift Station Operations and Maintenance Underground Utility Locating Annual System Services Building Maintenance Fund Parking Lot Fund Central Garage Fund Capital Projects Streets Capital Projects Facilities Motor Fuel Tax Fund BG is Safe Public Safety Police Patrol Investigations Traffic Crime Prevention Community Services Public Safety Fire Fire Prevention Emergency Medical Services Fire Suppression Special Rescue Team Emergency Management CERT/MobilComm Building and Permitting Property Maintenance, Zoning and Rental Enforcement Permitting Planning, Zoning and Development Planning Services and Review Planning and Zoning Commission Environmental Health Services Health Inspections 49 BUDGET IN BREIF Budget in Brief - Revenue Trends and Projections - Expenditures Trends and Projections - Personnel Costs - Operating Costs - Capital Expenditures - Contractual and Internal Services - Debt Service - Fund Balance Projections by Fund 50 BUDGET IN BRIEF The Village of Buffalo Grove embraces a fiscally conservative and forward -looking approach to budgeting. This approach is coupled with the service-delivery expectations of the Village’s core customers – residents and businesses – and its extended customers – visitors, regional entities and other units of government. Each year, the Village determines its level of service, strategic goals and expectations and staffing levels based upon the demand for services, anticipated revenues, and progress toward long-term operational and capital development goals. The budget document serves the following purposes as a communication tool: 1. To define the strategic goals and operating plan in accordance with Board direction and staff recommendations for the orderly delivery of core and non-core services; 2. To designate financial resources necessary to achieve the strategic goals and to provide for adequate operational and capital resources; 3. To communicate the Village’s financial plan for the fiscal year in a comprehensive and comprehensible format; and 4. To articulate the methodology used by the Village to develop revenue and expense projections, provide for long-term financial planning and maintain a stable and efficient municipal government. The annual budget is constructed around programs. Each program provides oversight over the services that are provided either directly to the community or indirectly as an internal support function. How resources are allocated within the annual budget provides the read er insight as to what the strategic priorities are and what services are valued by Village stakeholders. The FY 2022 Budget supports 18 programs that deliver 47 services. For fiscal year 2022, the Village’s proposed budget is balanced and does not contemplate the implementation of new taxes. The property tax rate (mill rate) will remain unchanged from the prior year for the 2020 levy, payable 2021, The proposed mill rate is $0.9547 per $100 of equalized assessed value. The property tax levy includes fully funded requests for pension contributions, bonded debt obligations and sufficient funds for the general operation of the Village. The following table illustrates the history of the mill rate for the tax years 2019, 2020 and 2021 (proposed). The basis for developing the overall budget relies upon the initial forecast of anticipated revenues derived from taxes, fees, licenses, intergovernmental revenue, fines, investment proceeds and interfund transfers. The following table depicts total revenues by ca tegory for all funds for the years 2020, 2021(estimated), and 2022 (proposed). $0.660 $0.710 $0.760 $0.810 $0.860 $0.910 $0.960 $1.010 2019 2020 2021 Mill Rate Per $100 Equalized Assessed Value 51 REVENUES BY CATEGORY The total revenue budget for 2022 is $106,102,761. The budget is a 5.3 percent decrease from the 2021 estimated actual amount and 27.1 percent decrease from the 2020 actual. Actual revenue in 2020 included approximately $26 million in bond proceeds for capital improvements to Village infrastructure. The chart below summarizes total revenue by source including transfers. The Other Taxes classification incorporates state shared taxes including: income, sales and motor fuel taxes, and local taxes including home rule sales tax, real estate transfer tax, telecommunications tax, food and beverage tax, and utility use taxes. Charges for Service include revenue collected for construction permitting and inspection, water and sewer billing, and golf course fees. The All -Other Revenue category includes refuse fees collected on behalf of the Solid Waste Agency of Northern Cook County, cable television franchise fees, storm water management fees, and pension contributions made by sworn police officers and firefighters. Account Category FY 2020 Actual FY 2021 Est. Actuals FY 2022 Budget Property Taxes $17,011,278 $16,981,839 $17,115,541 Other Taxes-State $14,763,800 $16,899,622 $16,320,142 Other Taxes-Local $8,887,560 $11,258,000 $11,120,000 Intergovernmental Revenue-Local $219,524 $226,700 $232,426 Licensing $252,321 $352,600 $306,600 Building Revenue & Fees $1,647,667 $1,787,680 $1,387,800 Fines & Fees $2,003,329 $2,047,880 $1,731,700 Sales of Water/Sewer Fees $14,254,633 $14,620,258 $15,346,178 Golf Course Fees $2,470,515 $2,671,910 $2,710,735 Investment Revenue $12,862,372 $7,342,096 $5,673,344 All Other Revenue $44,343,832 $8,472,463 $5,621,500 Operating/Internal Service Transfers $26,845,202 $29,404,687 $28,536,795 Grand Total - All Fund Revenue $145,562,031 $112,065,735 $106,102,761 2020 Bond Proceeds $6,631,522 Capital Reserves $3,241,200 Total 2022 Revenues and Other Funding Sources $115,975,483 52 SUMMARY OF REVENUES BY SOURCE - ALL FUNDS Description General Parking Lot Lake Cook Rd TIF Fund Motor Fuel Tax Local Motor Fuel Tax Debt Service Capital Projects Facilities Capital Projects Vehicles & Equipment Capital Projects Streets Water & Sewer Property Tax 16,780,272 - - - - 335,269 - - - - Other Taxes 25,395,142 - - 1,600,000 445,000 - - - - - Intergovernmental Revenue-Local 232,426 - - - - - - - - - Licensing 306,600 - - - - - - - - - Permits 1,271,800 - - - - - - - - 116,000 Fines and Fees 1,702,700 29,000 - - - - - - - - Charges for Service 3,000 - - - - - - - - 15,343,178 Investments 58,600 - - - - 5,000 - - - 29,194 All Other Revenue 2,152,500 - - 911,600 - - - - - 20,000 Operating/Internal Transfers 999,600 172,000 - - - 3,336,503 1,036,200 2,205,000 5,437,870 4,285,452 FY 2022 Budget 48,902,640 201,000 - 2,511,600 445,000 3,676,772 1,036,200 2,205,000 5,437,870 19,793,824 FY 2021 Budget 47,080,680 185,400 - 2,511,600 485,000 3,749,059 159,000 1,969,850 7,634,626 20,876,415 REVENUES BY SOURCE - ALL FUNDS Property Tax 16% Other Taxes 26% Intergovernmental Revenue-Local 0.2% Licensing 0.3%Permits 1% Fines and Fees 2% Charges for Service 17% Investments 7% All Other Revenue 5% Operating/Internal Transfers 27% 53 SUMMARY OF REVENUES BY SOURCE - ALL FUNDS CONTINUED Description Buffalo Grove Golf Course Arboretum Golf Course Refuse Information Technology Central Garage Building Services Police Pension Firefighters Pension All Funds Property Tax $ - - - - - - - - 17,115,541 Other Taxes - - - - - - - - 27,440,142 Intergovernmental Revenue-Local - - - - - - - - 232,426 Licensing - - - - - - - - 306,600 Permits - - - - - - - - 1,387,800 Fines and Fees - - - - - - - - 1,731,700 Charges for Service 1,357,700 1,353,035 - - - - - - 18,056,913 Investments - - - - - - 2,730,550 2,850,000 5,673,344 All Other Revenue - - 1,180,400 - - - 775,000 582,000 5,621,500 Operating/Internal Transfers - - - 1,860,503 1,628,681 1,756,824 3,394,077 2,424,085 28,536,795 FY 2022 Budget 1,357,700 1,353,035 1,180,400 1,860,503 1,628,681 1,756,824 6,899,627 5,856,085 106,102,761 FY 2021 Budget 1,180,400 1,281,904 1,085,000 1,637,111 1,524,802 1,784,915 7,711,940 6,598,386 107,456,088 TOTAL REVENUE BY FUND Fund Fund # FY 2019 Actual FY 2020 Actual FY 2021 Budget FY 2022 Budget % of Prior Year Budget General 100 46,725,375 50,515,159 47,080,680 48,902,640 3.87% Parking Lot 120 183,800 182,901 185,400 201,000 8.41% Lake Cook Rd TIF Fund 125 - 72,959 - - 0.00% Motor Fuel Tax 130 1,361,314 2,421,678 2,511,600 2,511,600 0.00% Local Motor Fuel Tax 135 - 421,550 485,000 445,000 -8.25% Debt Service 140 2,993,625 28,900,792 3,749,059 3,676,772 -1.93% Capital Projects - Facilities 150 1,011,593 550,000 159,000 1,036,200 551.70% Capital Projects - Vehicles & Equipment 155 - 1,350,000 1,969,850 2,205,000 11.94% Capital Projects – Streets 160 2,986,642 7,488,389 7,634,626 5,437,870 -28.77% Water & Sewer 170 11,232,409 18,614,558 20,876,415 19,793,824 -5.19% Buffalo Grove Golf Course 180 1,173,469 1,176,219 1,180,400 1,357,700 15.02% Arboretum Golf Course 190 1,317,526 1,293,424 1,281,904 1,353,035 5.55% Refuse Service 200 1,058,282 1,148,303 1,085,000 1,180,400 8.79% Information Technology 211 1,626,243 1,870,439 1,637,111 1,860,503 13.65% Central Garage 212 2,402,906 2,139,431 1,524,802 1,628,681 6.81% Building Maintenance 213 1,324,424 1,736,848 1,784,915 1,756,824 -1.57% Police Pension 220 17,048,930 12,586,108 7,711,940 6,899,627 -10.53% Fire Pension 230 13,684,866 13,093,272 6,598,386 5,856,085 -11.25% Total 106,131,404 145,562,031 107,456,088 106,102,761 -1.26% REVENUES BY SOURCE SUMMARIZED – FUND TYPE Summary by Funds General Special Revenue Capital Projects Debt Service Enterprise Internal Service Trust & Agency Total Property Tax 16,780,272 - - 335,269 - - - 17,115,541 Other Taxes 25,395,142 2,045,000 - - - - - 27,440,142 Intergovernmental Revenue-Local 232,426 - - - - - - 232,426 Licensing 306,600 - - - - - - 306,600 Permits 1,271,800 - - - 116,000 - - 1,387,800 Fines and Fees 1,702,700 29,000 - - - - - 1,731,700 Charges for Service 3,000 - - - 18,053,913 - - 18,056,913 Investments 58,600 - - 5,000 29,194 - 5,580,550 5,673,344 All Other Revenue 2,152,500 911,600 - - 1,200,400 - 1,357,000 5,621,500 Operating/Internal Transfers 999,600 172,000 8,679,070 3,336,503 4,285,452 5,246,008 5,818,162 28,536,795 FY 2022 Budget 48,902,640 3,157,600 8,679,070 3,676,772 23,684,959 5,246,008 12,755,712 106,102,761 FY 2021 Budget 47,080,680 3,182,000 9,763,476 3,749,059 24,423,719 4,946,828 14,310,326 107,456,088 54 EXPENDITURES BY CATEGORY The development of projected expenditures relies upon the forecasting of expenditures in the areas of wages, benefits, operating expenditures, commodities, repairs and maintenance, capital outlay, reserve transfers, contractual services, internal services, transfers and debt. These account categories represent the foundation of the Village’s program-based budget. Within the Expenditure Trends and Projections presented later in this section, each account category will be defined and the major expenditures noted. Depreciation is not budgeted for but is accounted for in the FY 2020 Actual totals. The Comprehensive Annual Financial Report (CAFR) reports depreciation in the Enterprise Funds and reclassifies capital expenses as additions to assets on the balance sheet. As a service provider, nearly half of the Village’s total budget operating budget is committed to wages and benefits. The percentage is lower than prior years because the budget includes $22.1 million for capital outlays. Included within those categories are salaries, health insurance, training/education, and pension contributions. Thus, a great deal of effort is expended in managing collective bargaining activities, wage and compensation programs, and employee benefits. The following table depicts total expenses by category for all funds for the years 2020, 2021 (estimated) and 2022 (proposed). Account Category FY 2020 Actual FY 2021 Est. Actuals FY 2022 Budget Wages 23,567,010 23,704,359 25,536,601 Benefits 20,976,691 20,907,167 21,483,308 Operating Expenses 6,915,937 9,883,957 10,089,326 Contractual Services 1,286,981 1,496,953 1,814,865 Other Services 63,716 111,705 136,500 Repairs and Maintenance 1,599,986 1,918,232 2,398,636 Commodities 4,314,808 4,768,541 4,732,103 Other Expenses 2,986,032 1,912,424 2,750,215 Capital Outlay 11,347,571 15,058,866 22,095,878 Reserve Transfers (95,608) 200,000 317,349 Debt Service 2,640,031 4,345,529 4,311,274 Transfers 17,999,292 19,319,016 17,472,425 Internal Services 5,750,317 5,075,122 5,246,008 Depreciation 1,928,556 - - Grand Total All Fund Expense 101,281,319 108,701,871 118,384,488 The Village further analyzes and presents budgeted revenues and expenses by fund, including the general (main operating), enterprise, fiduciary, internal service and capital funds. 55 SUMMARY OF EXPENDITURES BY SOURCE - ALL FUNDS The following chart provides a summary of expenditures by source. Across all funds, 39.3 percent of all expenditures are allocated to personnel services and benefits. Fund transfers primarily for infrastructure projects represent the next largest category of the total Village budget at 18.7 percent. It is proposed in the budget that $22.1 million in capital projects and equipment purchases will be made. Projects include the annual street maintenance program, system repairs for water, sewer, and drainage utilities. Within Operating Transfers there is a transfer to the General Fund of $999,600 paid by the Water and Sewer Fund to reimburse for utility billing and account support as well as administrative assistance. A transfer of $3.07 million from the Gen eral Fund to the Capital Project Funds will support non-enterprise capital spending. Transfers of $6.63 million from the Debt Service Fund to the Water and Sewer Fund and Capital Projects–Streets Funds continue funding for the Infrastructure Modernization Program. The Internal Service Funds will charge back $5.24 million to cover the costs associated with providing technology, building maintenance and central garage functions. The debt service obligations for principal and interest owed on General Obligation Bonds series 2012, 2016, 2019 and 2020 total $3,671,772 in 2022. Infrastructure projects account for 88 percent of the outstanding general obligation debt. Additional payments of $634,500 are planned in the Water and Sewer Fund for financing of the replacement of all Village water meters. BUDGET BY FUND TYPE General Fund, 43% Special Revenue Funds, 3%Debt Service Fund, 13% Capital Projects Funds, 9% Enterprise Funds, 20% Internal Service Funds, 4% Fiduciary Funds, 8% 56 SUMMARY OF EXPENDITURES BY USE - ALL FUNDS Description Wages & Benefits Operating Expenses Contractual Services Other Services Repairs & Maintenance Commodities Other Expenses General Fund 34,696,842 4,381,254 1,591,732 136,500 566,775 390,450 613,300 Parking Lot - 152,667 - - 2,500 - - Lake Cook Rd TIF Fund - - Motor Fuel Tax - - - - - - - Local Motor Fuel Tax - - - - - - - Total Special Revenue Funds - 152,667 - - 2,500 - - Debt Service Fund - - - - - - - Capital Projects - Facilities - - - - - - - Capital Projects - Vehicles & Equipment - - - - - - - Capital Projects - Streets - - - - - - - Total Capital Projects Funds - - - - - - - Water & Sewer 1,515,632 1,867,130 117,093 - 557,800 4,087,500 157,500 Buffalo Grove Golf Course 373,989 576,116 17,605 - 26,000 - - Arboretum Golf Course 209,513 929,866 384 - 19,000 - 460,000 Refuse Service - - - - - - 997,415 Total Enterprise Funds 2,099,134 3,373,112 135,082 - 602,800 4,087,500 1,614,915 Information Technology - 1,823,503 25,000 - 12,000 - - Central Garage 736,918 24,450 34,360 - 787,250 13,000 - Building Maintenance 697,815 334,340 28,691 - 427,311 241,153 - Total Internal Service 1,434,733 2,182,293 88,051 - 1,226,561 254,153 - Police Pension 5,013,200 - - - - - 277,000 Fire Pension 3,776,000 - - - - - 245,000 Total Fiduciary Funds 8,789,200 - - - - - 522,000 All Funds 47,019,909 10,089,326 1,814,865 136,500 2,398,636 4,732,103 2,750,215 SUMMARY OF EXPENDITURES BY SOURCE - ALL FUNDS CONTINUED Description Capital Outlay Reserve Transfers Debt Service Transfers Internal Service Depreciation Grand Total General Fund 69,400 347,349 - 5,190,803 4,152,313 - 52,136,718 Parking Lot - - - - 44,992 - 200,159 Lake Cook Rd TIF Fund - - - - - - - Motor Fuel Tax - - - 2,511,600 - - 2,511,600 Local Motor Fuel Tax - - - 441,950 - - 441,950 Total Special Revenue Funds - - - 2,953,550 44,992 - 3,153,709 Debt Service Fund - - 3,676,772 6,631,522 - - 10,308,294 Capital Projects - Facilities 1,036,200 - - - - - 1,036,200 Capital Projects - Vehicles & Equipment 2,205,000 - - - - - 2,205,000 Capital Projects - Streets 5,437,870 - - - - - 5,437,870 Total Capital Projects Funds 8,679,070 - - - - - 8,679,070 Water & Sewer 12,902,408 - 634,502 2,421,550 727,405 - 24,988,520 Buffalo Grove Golf Course 100,000 - - - 135,064 - 1,228,774 Arboretum Golf Course 315,000 - - - 126,017 - 2,059,780 Refuse Service - - - 275,000 - - 1,272,415 Total Enterprise Funds 13,317,408 - 634,502 2,696,550 988,486 - 29,549,489 Information Technology - - - - - - 1,860,503 Central Garage - - - - 32,703 - 1,628,681 Building Maintenance - - - - 27,514 - 1,756,824 Total Internal Service - - - - 60,217 - 5,246,008 Police Pension - - - - - - 5,290,200 Fire Pension - - - - - - 4,021,000 Total Fiduciary Funds - - - - - - 9,311,200 All Funds 22,065,878 347,349 4,311,274 17,472,425 5,246,008 - 118,384,488 57 TOTAL EXPENDITURES BY FUND AND BY CATEGORY The chart below provides expenditure summary for all fifteen Village funds and further divides those fund totals into expenditures by category. Th e total budget for all Village expenditures in 2022 is $118,384,488. That total is 4.56 percent more than 2021. Approximately forty-four percent of all expenditures support the General Fund. The General Fund is the main operating fund of the Village and accounts for critical core services such as police, fire, public works and general administration. By F u n d Fund Fund # FY 2019 Actual FY 2020 Actual FY 2021 Budget FY 2022 Budget % of Prior Year Budget General 100 44,094,439 47,980,492 49,176,622 52,136,718 6.02% Parking Lot 120 243,811 178,284 196,917 200,159 1.65% Lake Cook Rd TIF Fund 125 - 72,959 - - 0.00% Motor Fuel Tax 130 1,249,978 988,315 2,153,139 2,511,600 16.65% Local Motor Fuel Tax 135 - 200,000 481,950 441,950 -8.30% Debt Service 140 2,992,822 12,072,129 15,145,007 10,308,294 -31.94% Capital Projects - Facilities 150 769,584 511,270 159,000 1,036,200 551.70% Capital Projects - Vehicles & Equipment 155 - 1,332,255 1,969,850 2,205,000 11.94% Capital Projects-Streets 160 2,699,384 7,505,067 7,634,626 5,437,870 -28.77% Water & Sewer 170 10,589,371 11,856,659 18,733,903 24,988,520 33.39% Buffalo Grove Golf Course 180 1,250,344 1,159,976 1,106,354 1,228,774 11.07% Arboretum Golf Course 190 1,688,084 1,585,157 1,273,029 2,059,780 61.80% Refuse Service 200 1,416,849 1,178,999 1,037,663 1,272,415 22.62% Information Technology 211 1,626,243 1,870,439 1,637,111 1,860,503 13.65% Central Garage 212 2,397,831 2,139,431 1,524,802 1,628,681 6.81% Building Maintenance 213 1,319,504 1,736,848 1,681,215 1,756,824 4.50% Police Pension 220 4,452,947 4,913,546 5,105,849 5,290,200 3.61% Firefighter Pension 230 3,713,101 3,999,494 4,204,522 4,021,000 -4.36% Grand Total 80,504,295 101,281,319 113,221,559 118,384,488 4.56% By C a t e g o r y Wages & Benefits 42,642,996 44,543,701 44,511,354 47,019,909 5.64% Operating Expenses 9,578,607 10,394,794 13,193,211 10,089,326 -23.53% Contractual Services 1,274,194 1,286,981 1,596,000 1,814,865 13.71% Other Services 98,330 63,716 113,600 136,500 20.16% Repairs & Maintenance 2,463,773 1,599,986 1,821,051 2,398,636 31.72% Commodities 4,039,386 4,314,808 4,490,681 4,732,103 5.38% Other Expenses 1,676,665 2,986,032 2,238,158 2,750,215 22.88% Capital Outlay 4,936,104 11,347,571 17,388,405 22,095,878 27.07% Reserve Transfers - (95,608) 911,970 317,349 -65.20% Debt Service 3,146,628 2,640,031 4,345,529 4,311,274 -0.79% Transfers 5,809,908 17,999,292 21,234,142 17,472,425 -17.72% Internal Services 2,709,899 2,271,460 1,377,458 5,246,008 280.85% Depreciation 2,127,806 1,928,556 - - 0.00% Grand Total 80,504,295 101,281,319 113,221,559 118,384,488 4.56% 58 SUMMARY OF REVENUE AND EXPENDITURES BY CATEGORY Account Category FY 2020 Actual FY 2021 Est. Actuals FY 2022 Budget Property Taxes 17,011,278 16,981,839 17,115,541 Other Taxes-State 14,763,800 16,899,622 16,320,142 Other Taxes-Local 8,887,560 11,258,000 11,120,000 Intergovernmental Revenue-Local 219,524 226,700 232,426 Licensing 252,321 352,600 306,600 Building Revenue & Fees 1,647,667 1,787,680 1,387,800 Fines & Fees 2,003,329 2,047,880 1,731,700 Sales of Water/Sewer Fees 14,254,633 14,620,258 15,346,178 Golf Course Fees 2,470,515 2,671,910 2,710,735 Investment Revenue 12,862,372 7,342,096 5,673,344 All Other Revenue 44,343,832 8,472,463 5,621,500 Operating/Internal Service Transfers 26,845,202 29,404,687 28,536,795 Grand Total - All Fund Revenue 145,562,031 112,065,735 106,102,761 2020 Bond Proceeds 6,631,522 Capital Reserves 3,241,200 Total 2022 Revenues and Other Funding Sources 115,975,483 Account Category FY 2020 Actual FY 2021 Est. Actuals FY 2022 Budget Wages $ 23,567,010 23,704,359 25,536,601 Benefits 20,976,691 20,907,167 21,483,308 Operating Expenses 6,915,937 9,883,957 10,089,326 Contractual Services 1,286,981 1,496,953 1,814,865 Other Services 63,716 111,705 136,500 Repairs and Maintenance 1,599,986 1,918,232 2,398,636 Commodities 4,314,808 4,768,541 4,732,103 Other Expenses 2,986,032 1,912,424 2,750,215 Capital Outlay 11,347,571 15,058,866 22,095,878 Reserve Transfers (95,608) 200,000 317,349 Debt Service 2,640,031 4,345,529 4,311,274 Transfers 17,999,292 19,319,016 17,472,425 Internal Services 5,750,317 5,075,122 5,246,008 Depreciation 1,928,556 - - Grand Total All Fund Expense 101,281,319 108,701,871 118,384,488 59 PERSONNEL AND BENEFITS The Village of Buffalo Grove relies upon a competent and efficient professional staff to accomplish the mission, vision and strategic goals of the operation. The Village has historically maintained a lean workforce compared to other municipalities in the region. With the strong economic recovery and resulting rebound in several revenue sources, the Village restored positions eliminated in several departments as a result of COVID-19. Over the past few years, the Village has implemented several programs to contain the costs of personnel and benefits: 1. Implementing alternate service delivery models. 2. Reevaluating employee salary ranges every three years and placing limits on compensation increases for employees at the top of their salary ranges. 3. Implementing a comprehensive wellness program with a goal to contain healthcare costs 4. Elimination of a high-cost PPO health plan. For 2022, the Village proposes a full-time staff complement of 209 full-time personnel and 37 part- time personnel. FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Office of Village Manager 5 0.5 2.5 0 4 0 Administrative Services Department 0 0 1.5 1 3 0.5 Community Development 12.5 0.5 9 1 10 0 Finance 8 0 6 0.5 7 0.5 Fire Services 62 1.5 61 0.5 61 1 Golf Operations 2 21.5 2 21.5 2 21.5 Human Resources 2 0 2 0 2 0 Police Services 76 6.5 70 7 72 7 Public Works/Engineering 46 6.5 46.5 3.5 48 6.5 Total 213.5 37 200.5 35 209 37 Full & Part-Time Grand Total 250.5 235.5 246 60 REVENUE TRENDS AND PROJECTIONS As a part of the development of both long-term financial forecasting and the corresponding annual budget, the Village continually reviews external and internal functions that impact, or may impact, the collection of revenue. Evaluating the impact of the na tional economy (macro) on the local economy (micro) is an important step in the process, understanding that local government’s experience with inflation indices can differ greatly from a national average. The national economy impacts both state and loca l economies, although this impact varies by jurisdiction and may actually have an inverse effect on a community. The state economy has played a significant role in the discussion of the budget. Some of the economic indicators the Village uses in financial analysis include: inflation (CPI), employment (ECI), housing starts, spending patterns, interest rates, and manufacturing activity. Inflation – As inflation goes up, the cost of goods sold go up, increasing retail sales tax revenue. As prices rise, so will business income tax receipts. Conversely, the Village will have to pay more for goods and services. The Village uses the Municipal Cost Index (MCI) as an inflationary guide. The MCI is more specific to governmental spending and the inflationary pressures on construction contracts. Employment – Retail and vehicle sales tend to have inverse relationships with the unemployment rate. Sales tend to move in the opposite direction of the unemployment rate. Chronic unemployment often spills over into the residen tial real estate market, resulting in lost real estate transfer tax revenue. Housing starts and sales activity - This indicator provides a sense of the overall demand for housing, which can be indicative of local housing activity. Data maintained by local realtor groups is useful in projecting the future of market recoveries. This indicator has a pronounced effect on real estate transfer taxes. Spending patterns – relates to how much it costs to buy a constantly evolving basket of consumer goods. Interest rates – Interest rates impact the Village’s revenues in several ways. First, investment income will be affected by interest rates. Second, the availability and cost of capital directly affects business expansion and retail purchases. As credit is extended and/or rates are lowered, revolving purchases may increase, thereby increasing development plans and retail sales and, by extension, sales tax and business license revenues. Manufacturing activity – If a Village has a large manufacturing sector, the ISM (Institute of Supply Management Index) becomes a significant factor in revenue analysis and forecasting. Manufacturers respond to the demand for their products by increasing production, building up inventories to meet the demand. The increased production often requires new workers which lowers unemployment figures and can stimulate the local economy. Healthcare benefits are usually the largest dollar component of the overall benefit category within governmental budgets. Inflation in this category has traditionally run much higher than the CPI rate on a national level. The Village has mitigated the impact of medical inflation through pooling risk. The Village uses an inflationary blend of national market trend and actual pool experience to guide premium growth. 61 Elastic revenue sources, such as sales, motor fuel, and food and beverage taxes, underperformed in FY 2020 due to the pandemic. Due to the strength of the economic recovery, elastic revenue sources are performing better than pre-pandemic levels in FY 2021 and this is expected to continue in FY 2022. The FY 2022 revenue estimates anticipates the economic recovery to decelerate somewhat in the upcoming year. The Village’s sources of revenue are described in the next pages. They are categorized by property tax, state shared, locally administered, fees and fines, charges for service. PROPERTY TAX – 16% TOTAL BUDGET Property taxes are one of the most stable sources of revenue for the Village. The Village is not subject to PTELL (property tax extension law limit). The PTELL is designed to limit the increases in property tax extensions (total Taxes billed) for non -home rule taxing districts. Although not subject to taxing limitations, the Village takes a measured approach to control growth in the ann ual request to ensure that the levy only increases by the inflationary cost of public safety operations and its debt and pension obligations. Debt obligations represent the annual principal and interest payments of all outstanding bonds. Pension obligation s are calculated by independent actuaries for the three Village pension systems. Funding requirements are set by Illinois Pension Code. Each taxing body listed on a property owner’s tax bill is independent of the Village and levies its own tax rate. Property tax collected by the Village typically represents about ten percent of the total tax bill. Property taxes (net of Road and Bridge taxes) are anticipated to be approximately $17.1 million and will be levied in 2021 and payable in 2022. Over 46 percent of the levy is committed to debt and pensions. The remainder of the levy helps to support public safety (police and fire) operations. In order to fund all three levy components (pensions/special purpose, debt and corporate) a tax rate of approximately $0.095/$100 EAV will be extended. This is the same rate as the prior year. The Village of Buffalo Grove levies property taxes within two counties, Cook and Lake, and the Illinois Department of Revenue is tasked with the responsibility of assigning a tax bu rden to each county. For the 2020 property tax levy, eighty percent of all assessed valuation is located in Lake County and twenty percent is located in Cook County. The most recent assessed valuation indicates an annual decline of 1.7 percent in 2020. A decrease in the tax base is a combination of new properties, expanded or improved properties, and the reassessment values calculated by the respective county’s assessor’s office. The Village does not have a role in determining property values. Total taxable property in the Village is $1,784,661,685. -10.00% -5.00% 0.00% 5.00% 10.00% 15.00% 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Annual Change in Assessed Value 62 The previous chart shows annual changes in assessed values over the last ten years. The decline in values from 2010 through 2012 are a result of the Great Recession and housing market crash. Assessed values increased five consecutive years before declining in 2020. The rate at which property taxes are levied is determined by dividing the levy amount requested by the EAV. EAV is equal to one-third of the market value of the property less any homestead or senior exemptions. STATE SHARED REVENUES State shared revenues are sources of revenue that the State of Illinois is required to share with local municipalities. The Illinois Comptroller distributes the funds to local governments based on actual sales activity within the Village (base sales tax) or on population (income, use, and motor fuel tax). As the Village does not directly control the collection, rate, or distribution of these shared revenues, there is a perennial risk that the State of Illinois may reduce the distribution formula to help balance the state budget. These shared revenues include income tax, use tax, base sales tax, and motor fuel tax. The chart to the right shows the distribution of state shared revenues as a percentage of total revenues. Income Tax – 4.6% Total Budget Illinois Income Tax is imposed on every individual, corporation, trust and estate earning or receiving income in the state. The tax rate is levied at 4.95 percent of income for individuals and 5.25 percent for corporations. The Village receives a pro rata allocation of Income Tax from the State of Illinois based on eight percent of net personal taxes and 9.14 percent of corporate taxes. Illinois municipalities receive $.087 of each dollar collected through the income tax. This revenue is anticipated to be $4.9 million in FY 2022. This is an anticipated increase of 28 percent from the 2021 adopted budget and 4.9 percent from the 2021 projection. The estimate is based, in part, on the Illinois Municipal League (IML) forecast of $122/resident and an increase of 1,700 residents from the 2020 Census. Also, business and individual income tax receipts are projected to increase based on higher profits and higher employment levels. Due to the volatility of the revenue source, the Village budget is less than the IML forecast. Use Tax – 1.5% Total Budget The Use Tax is a form of sales tax designed to distribute the tax burden fairly among consumers and assures fair competition between in state and out-of-state businesses. The tax is owed on goods purchased out of Illinois and brought into the state. Based upon data provided by the Illinois Municipal League, the FY 2022 Use Tax is $1.63 million ($40.15 per capita). This is anticipated to be equal to the FY 2021 adopted budget and FY 2021 projection. Starting on January 1, 2021 on- line retailers were responsible for collecting and remitting state and local sales taxes. This change has led to a decline in Use Tax offset by increases in Base Sales and Home Rule Sales taxes. State Shared 15.4% All Other Revenues 84.6% State Shared Revenues 63 Base Sales Tax – 7.0% Total Budget Retail sales tax is collected by the State of Illinois. The municipality where the tax is collected receives one percent of the revenues. The largest sales tax generators are grocery stores, building and electrical supplies retailers and gas stations. The Village monitors its sales tax generators whil e always looking for opportunities to broaden the base. For 2022, the budget is anticipated to be $7.4 million or a 7.4 percent increase from the FY 2021 adopted budget and 5.0 percent decline from the FY 2021 projection. Motor Fuel Tax – 2.4% Total Budget For FY 2022, the Village anticipates $1.6 million in Motor Fuel Tax proceeds, including the regular and Transportation Renewal Fund allotments, as estimated by the Illinois Municipal League. The budget includes an additional $0.9 million in Rebuild Illinois Bond Funds, which will be distributed from FY 2020 through FY 2022. The Village receives 1.25 percent of taxes assessed on gasoline and diesel and is then distributed on a per capita basis. In June 2020 state legislators passed an additional 0.19 cent tax on motor fuel and 0.24 per gallon on diesel which is earmarked for the Transportation Renewal Fund (TRF). Municipalities will get 49.1% of the TRF on a per capita basis. The Illinois Municipal League estimated the gasoline and diesel proceeds and TRF combined will provide the Village $39.60 per capita. 64 HISTORY OF STATE SHARED REVENUES The following charts provide a five-year historical analysis of the collection history of state shared revenues. This trend information provides guidance in determining the next year’s budget. Income Tax Income tax has averaged a 9.5 percent annual increase over the last five years. Actual revenue has grown in each of the last four years. Use Tax Use tax has averaged annual growth of 9.7% percent. Revenue peaked in 2020 due to COVID-19 related increase in remote retailer sales. The source should stabilize due to change in state law. Base Sales Tax Base sales tax has averaged annual growth of 3.4 percent. Sales tax receipts benefit from strong economic recovery in 2021. Motor Fuel Tax Motor fuel tax has been stagnant for the last five years. Revenue is up in FY 2020 through 2022 due to state established Transportation Renewal Fund (TRF) and Rebuild Illinois Funds. $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s $0$200$400$600$800$1,000$1,200$1,400$1,600$1,800$2,000 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s $0 $300 $600 $900 $1,200 $1,500 $1,800 $2,100 $2,400 $2,700 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s 65 LOCALLY IMPOSED REVENUES Locally imposed taxes are used to fund core services such as public safety and public works, infrastructure improvements and other critical Village service. These revenues include home rule sales tax, prepared food and beverage tax, utility taxes, and real estate transfer tax. Home Rule Sales Tax – 5.2% Total Budget Retail sales tax is collected by the State of Illinois. The municipality where the tax is collected receives one percent of the revenues. In 1992, the Village assessed a one-half cent ($0.05) local option sales tax against all retail sales except food and drug items and personal property titled with the State of Illinois. Performance of this revenue tends to follow performance of the above referenced state sales tax, except for those excluded r etail classes. The Village Board voted in 2004, effective for January 1, 2005, to increase the home rule sales tax to one percent (1%). For 2022, the budget is anticipated to be $5.5 million or 9.1 percent increase from the FY 2021 adopted budget. Prepared Food & Beverage Tax – 0.1% Total Budget The Village receives one cent ($0.01) for each dollar of prepared food and beverage sales. This tax is levied on the purchase of prepared food for immediate consumption and the sale of liquor either for consumption on premises or packaged. Similar to sales tax, new businesses and inflationary growth are the central drivers of revenue increases for the next year. There are a combined 102 food establishments and liquor stores that generate this tax. The estimated revenue for 2022 is $0.75 million, which is 25 percent above the FY 2021 adopted budget. After declining to $0.65 million due to COVID related restrictions in 2020, the 2021 projection is $0.79 million. Utility Use Taxes – 3.4% Total Budget The Village of Buffalo Grove levies three utility taxes for electricity, natural gas, and telecommunications. Use taxes for electricity and natural gas were first imposed in FY 2010. The amount levied for electricity is the maximum amount allowed by state statute and is based on a sliding scale that nets approximately $0.05 per kilowatt hour. Revenue for electricity use tax is budgeted at $1.6 million for 2022. Utility taxes for natural gas are levied at a rate of $0.05 per therm. The budget for FY 2022 is $1.1 million. Both electricity and natural gas use taxes are based on unit charges there are no fluctuations due to commodity pricing. Telecom tax is levied at six percent on all types of telecommunications except for digital subscriber lines (DSL) purchased, used, or sold by a provider of internet service. The taxable base for major providers has continued to decline with less land lines, mobile providers no longer charging for roaming and long distance, and the increased popularity of prepaid services. The bu dget for FY 2022 is $0.72 million. Real Estate Transfer Tax – 0.9% Total Budget Real estate transfer tax is collected at the rate of $3 per $1,000 of sales consideration. In recent years, this revenue has relied heavily on the sale of large commercial properties (sales consideration greater than one million dollars). Due to the stren gth of the residential and commercial real estate market, projected revenue in 2021 is likely to exceed $1.3 million. The budget for 2022 is $0.99 million or a 7.3 percent increase from the 2021 adopted budget. 66 HISTORY OF LOCALLY IMPOSED REVENUES Home Rule Sales Tax Home rule sales tax has averaged annual growth of 3.8 percent. Tax receipts benefit from strong economic recovery in 2021. Prepared Food and Beverage Tax Prepared food & beverage has averaged small annual increases over the last five years. After a decline in 2020, 2021 projected receipts return to the historical norm. Utility Use Taxes Collectively utility use taxes have averaged a 3.2 percent annual decline over the 5-year window shown. Telecom receipts have decreased 55 percent during the time period. Real Estate Transfer Tax The real estate transfer tax are is one of the most economically sensitive revenue sources for the Village. The FY 2022 budget anticipates a moderate slowdown in the real estate market. $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s $0 $200 $400 $600 $800 $1,000 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s $0 $1,000 $2,000 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s Telecom Electricy Natural Gas $0 $200 $400 $600 $800 $1,000 $1,200 $1,400 $1,600 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s 67 CHARGES FOR SERVICE Charges for service are revenues that correlate directly to an acquired service. In the Enterprise Funds (Water, Golf and Refuse Funds), charges for service are expected to support the operation. Types of revenue include permit fees in the General and Water Funds, water and sewer fees in the Water Funds, storm water fees, golf fees in the Buffalo Grove and Arboretum Golf Courses and tipping fees in the Refuse Fund. Building Revenue & Fees – 1.3% Total Budget This revenue is budgeted conservatively as a significant percentage of this revenue is considered non-recurring and is reliant upon economic conditions and private development opportunities. All other revenue is anticipated to be collected on improvements to existing structures. Total building revenues and fees for 2022 are estimated to be $1.2 million, an increase of 7.4 percent from the FY 2021 adopted budget. Water and Sewer Fees – 14.5% Total Budget Total fees collected for the sale of water combined with revenue collected on behalf of Lake County Public Works for 2022 is budgeted at $15.5 million. The amount collected on behalf of Lake County Public Works is 24 percent of Water Fund revenues. The bud geted assumption for annual water consumption is 1.15 billion gallons. The proposed Village combined water and sewer rate is $7.67/1,000 gallons for a four percent increase. A fixed facility fee of $17.39 per month for single family residences and increasing based on meter size was established in 2020. The justification for the water rate is based on a Water Fund sustainability study entitled the Twenty Year Water Fund Pro-Forma Analysis. The study is located in Appendix D. Storm Water Management Fees – 1.1% Total Budget This revenue source was added in FY 2016. The system user fees are charged to all properties in for the proportionate cost of maintaining the storm water conveyance operating costs and infrastructure. The fee is charged as a flat rate fo r all residential properties based upon the average lot size. Commercial/industrial users pay a fee on actual surface area. The budget for FY 2022 is $1.14 million, the same as the prior year. Historical data is not provided due to the infancy of the revenue source. Golf Course Fees – 2.2% Total Budget The Village owns and operates two municipal golf courses. Total revenue combined for both courses is anticipated to be $2.71 million in FY 2022. Golfing experienced a resurgence nationally in 2020 due to COVID-19. Both golf courses continued to experience revenue growth in 2021. A 16.2 percent increase in operating revenue is budgeted for FY 2022 for both the Buffalo Grove Golf Club and Arboretum. Refuse Fees – 1.1% of Total Budget Refuse fees are charges that are collected by the Village and are then payable to the Solid Waste Agency of Northern Cook County (SWANCC) as a tipping fee. The Village is charged $49.09/ton of refuse. The average annual refuse collection is 16.5 million tons. Charges for Service 21% All Other Revenues 79% Charges for Service 68 HISTORY OF CHARG ES FOR SERVICE Building Revenue and Fees Building revenues and fees are cyclical and are driven by a strong economy and development. Link Crossing was approved for 187 unit development in 2020. Those fees will be realized over the next two years. Water and Sewer Fees Water and sewer fees have averaged an annual increase of 7.8 percent. The growth is attributed to a combination of factors including, rate increases, new radio read metering system, and new development. Buffalo Grove Golf Course Buffalo Grove Golf saw a 16 percent revenue increase in 2020. The FY 2022 Budget amount is 15 percent higher than the prior year. Arboretum Golf Course The Arboretum Golf Club saw a 26.2 percent revenue increase in 2020. The FY 2022 Budget amount is 15.6 percent higher than the prior year. $0 $500 $1,000 $1,500 $2,000 $2,500 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s $0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000 $16,000 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s $0 $200 $400 $600 $800 $1,000 $1,200 $1,400 $1,600 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s $0 $200 $400 $600 $800 $1,000 $1,200 $1,400 $1,600 2017 2018 2019 2020 2021 Est. 2022 budget Th o u s a n d s 69 Public Safety Fines and Fees – 1.4% Total Budget This revenue accounts for all fines levied by the police department and fees for ambulance transport and life support functions by the fire department. Ambulance fees are expected to increase 8.0 percent due to continued participation in the Ground Emergency Medical Transport supplemental payment program, which will increase fees for Medicaid transports. The Village operates an administrative adjudication program whereby local ordinance violations can be heard at Village Hall. The benefit is that violators do not have to travel to eith er of the county courts and the Village, in turn, does not have to pay a large percentage of the fine revenue to the counties to dispense of the violations. Revenues for 2022 are estimated to be $1.7 million, an increase of 10.2 percent from the FY 2021 adopted budget. Investment Revenues- 5.2% Total Budget The Village’s investments are guided by three policies that address permitted investments in the portfolios of the Police Pension Fund, Firefighter Pension Funds, and all other funds. Total investment revenue is expected to be $5.6 million. All funds other than pension funds have durations less than three years with an average expected yield of 0.3 percent. All investments are laddered to meet the cash flow needs of the fund. The primary strategy for non-pension investments is safety and liquidity. Both pension funds have interest rate targets of seven percent for their actuarial assumption. The pension funds are the only Village funds that purchase equity investments. The Police and Firefighter Pension Fund Boards are fiduciaries of their respective funds and separately administer the funds’ investments with the assistance of outside financial advisors. Transfers/Operating and Internal Service – 26.7% Total Budget A total of $28.5 million will be transferred between funds to support capital improvements, provide for property tax abatement, and reimburse Internal Service Funds for services provided to support operations. Other Revenue Sources The above information highlights the key revenue sources of the Village. Other revenues are less material and are projected to be in line with inflation or other economic trends. There are no new taxes or fees contemplated. 70 OTHER MAJOR REVENUE SOURCES EXPENDITURE TRENDS AND PROJECTIONS Program budgets are structured to organize the budget into service areas, rather than just departments with a grouping of related line items. A budget that is prioritized around programs will be more meaningful to stakeholders because programs are how the public consumes services. Interested parties can relate to police patrols, snow plowing, and emergency medical services. Each Department Director is responsible for identifying cost trends within operations. Any changes in service level will have a corresponding budget impact. In general, when prices cannot be accurately determined or specific quantities identified, an incremental analysis is performed comparing the estimated actual expense for 2021 along with expenditure trend information. Economic indicators such as the CPI and PPI are built-in cost escalators for many expenditure items. To help control costs the Village has centralized the purchasing function, which controls purchases through a central contact (Purchasing Manager). This has allo wed the Village to better leverage purchasing power and provide better oversight of contracts for products and services. The Purchasing Manager is the delegate to the Suburban Purchasing Cooperative. The Suburban Purchasing Cooperative is a joint purcha sing program sponsored by the Northwest Municipal Conference (NWMC), DuPage Mayors & Managers Conference (DMMC) South Suburban Mayors and Managers Association (SSMMA), and Will County Governmental League (WCGL). Together the SPC represents 140 municipalities and townships in northeastern Illinois. The Village also participates in a number of purchasing cooperatives nationwide. The following are the major account categories across all programs. 71 PERSONNEL COSTS WAGES – 21.0% TOTAL BUDGET The primary mission of the Village of Buffalo Grove is to provide high quality services to residents and those employed within its boundaries. To accomplish that purpose in 2022, 21.0 percent of all Village expenditures are allocated to salaries and wages, down 4.8 percent from 2021. Total wages for FY 2022 are $25.5 million. The Village’s pay ranges are evaluated on a recurring basis to establish both internal and external equity within the market and to ensure fair and competitive wages. There are two unionized labor groups subject to a collective bargaining agreement – International Association of Firefighters (IAFF) Local #3177 – representing 48 firefighters and the Metropolitan Alliance of Police (MAP) – representing 45 police officers. The current firefighter contract expires on April 30, 2022. It is anticipated that represented firefighters will receive a 2.5 percent increase on May 1, 2022 based on comparable data. It is anticipated that repr esented police personnel will receive a 2.5 percent increase on January 1, 2022 based on comparable data. The 2022 general wage increase is 2.5 percent for non-represented employees. BENEFITS – 18.2% TOTAL BUDGET The total budget for benefits is $21.5 million. This account category includes group health and life insurance costs, annuity payments for pensions in the Police and Firefighter Pension Funds, and training. The Village is a member of the Intergovernmental Personnel Benefits Cooperative. The IPBC is a pooled benefit cooperative with approximately one hundred and thirty member communities. For 2022, the total amount budgeted for health insurance is $4.2 million, up $0.5 million from the 2021 adopted budget. The Village has been proactive in trying to contain medical costs. Those efforts will continue in 2022 by focusing on wellness and disease management. Employees cover fifteen percent of the premium for the plan they choose to participate in, while retirees who elect to stay on one of the Village healthcare plans pay one-hundred percent of the premium. Seventy-two percent of benefit costs are related to pension costs. $7.9 million is the Village’s employer obligation for current and future annuitants and $8.8 million will be distribut ed to retired pensioners. Health Insurance, $4,171,586 Training & Education, $256,525 Memberships, $96,815 Clothing & Equipment, $249,060 Employee Recognition $10,000 Employer Pension Contributions, $7,910,122 Pension Annuities $8,789,200 72 OPERATING COSTS OPERATING EXPENSES – 8.6% TOTAL BUDGET Total budgeted expenditures for Operating Expenses are $10.1 million. This is the largest expenditure category from the perspective of the types of costs that comprise the total. The primary drivers of costs within this category are: The costs noted above represent approximately eighty-seven percent of the expenditure category. Maintenance contracts for a variety of services across departments represent more than 37% of operating expenses. Major contracts include golf course maintenance ($1,148,482). Information technology services and software ($1,364,980), and several forestry services contracts ($540,000), The fee ($381,880) remitted to Northwest Central Dispatch is for shared 911 dispatch services. There is a twenty-year land lease with ComEd for the right-of-way that traverses the Metra parking lot. The annual lease payment is $138,917. COMMODITIES – 3.9% TOTAL BUDGET A total of $4.7 million will be spent on commodities. Commodities include: energy costs, pass through fees paid to Lake County Public Works for sani tary sewer service, chemicals for snow and ice, fertilization, and energy costs. The following is a distribution of major expenditures: Commodity Cost Lake County Sanitary Sewer Fees $3,696,900 SWANCC User Fee $997,415 Electricity $330,600 Snow and Ice Control $283,400 Lake Co. Tap on Fees $100,000 Traffic & Street Signs $30,000 Contract Amount Sales Tax Incentives $2,540,000 Northwest Central Dispatch $381,880 Investment Fees $377,000 Telephone - Land and Cellular $307,000 Consultant Fees $267,250 Supplies & Inventory $237,060 Metra Lease Payment $138,917 Committee and Commissions $136,500 Department Equipment $125,989 Credit Card Fees $113,600 Golf Cart Lease $100,000 Golf Merchandise $90,000 Northern Illinois Police Crime Lab $65,570 Travel $64,200 Postage $50,020 Audit Fees $35,000 Printing $27,800 Maintenance Contracts Total $3,760,032 73 CAPITAL EXPENDITURES CAPITAL OUTLAY – 18.6% TOTAL BUDGET A total of $22.1 million will be spent on capital projects and equipment acquisition. All equipment purchased that exceeds $10,000 is capitalized. Capital projects are those that typically exceed $25,000 and either are new construction (or acquisition) or add to service life of the asset. Capital projects are identified in detail in the 2022-2025 Capital Improvement Plan as shown in Section 6: Capital Improvement Budget Summary. Each year, all proposed capital projects are assessed in terms of reliability, performance and forecast maintenance experience. The final plan is then based on the operational importance of the request versus the Village’s ability to pay for the improvement. Several significant capital projects are programmed for 2022. $3.3 million is allocated for the Village’s share of outside agency projects. Those projects include improvements to Weiland and Prairie Road, Lake Cook Road, Raupp Bridge, Dundee/Buffalo Grove Intersection, and Collector Routes throughout the Village. The water system has $2.2 million allocated for capital repairs and improvements. The remaining $1.1 million will address facility repairs, equipment acquisition and technology improvements. The Village also intends on acquiring $1.7 million in capital equipment. All capital spending will be on a pay-as-you-go basis. All vehicle purchases will be fund ed from the Capital Reserve for vehicles. This balance will drop to $3.9 million at the end of 2022. There is no issuance of debt programmed into the FY 2022 Budget. RESERVE TRANSFERS – 0.3% TOTAL BUDGET The Village maintains four capital reserve funds. By allocating a transfer to the reserves each year, the capital-spending amount is smoothed out and not subject to spikes. The first fund is the reserve for capital replacement. This reserve was established to fund all vehicles and specialized equipment. As the asset nears the end of its service life, the funds are in place for a replacement purchase. The second reserve is a reserve for technology. This reserve commits funds for future technology investments. The third reserve is a reserve for buildings and facilities. Budgeted dollars will be allocated to future building repairs including roofs and mechanical systems. As the Village facilities continue to age, maintenance costs will continue to rise. The fourth reserve as noted above is for infrastructure. Those reserves will be allocated to maintaining the storm water system. In total $0.3 million will be committed in 2022 for these reserves. 74 CONTRACTUAL AND INTERNAL SERVICES CONTRACTUAL SERVICES – 1.5% TOTAL BUDGET $1.8 million is allocated to contractual services. Included within this total are maintenance contracts, consulting agreements, contractual services for inspection services, golf co urse maintenance, communication costs, and legal fees. The chart below shows the distribution of costs. Distribution of Contractual Service Costs INTERNAL SERVICE FUNDS – 4.4% TOTAL BUDGET Operating departments and programs are charged back for services related to Information Technology, Central Garage, and Building Maintenance. The budget is developed around a combination of the budgeted costs (known) plus a portion of overhead to operate the Internal Service Fund (shared) and a component to anticipate future needs (estimate). Information Technology costs are levied on a user basis for global costs. These are costs whereby all departments derive a benefit (i.e servers, internal connectivity). Direct costs are not shared as the costs only benefit a department or program. Central Garage costs are allocated back to the department based on the services provided to maintain a department owned vehicle. Building Maintenance initially was charged a flat amount based on the square footage of a building. Over the last two years, the charge back methodology has shifted to a model that blends a fixed square footage amount with actual experience. The Information Technology Fund’s budget is $1.86 million, Central Garage is budgeted at $1.63 million, and Building Maintenance is budgeted at $1.76 million. The Internal Service Funds are not intended to carry a fund balance at the end of a fiscal year. As they are intended to break even, this may result in additional expenditures incurred by each department to fund the additional costs, if a fund or funds come in over budget. Concurrently, if the internal service funds come in below the budgeted amount(s), a refund will be distributed back to the departments, which will show the expenditure below budget for the year. Communication 2%GIS 14% Maintenance 5% Software Maintenance 10% Legal Services 12%Golf Course 28% General Governemnt 3% PW Services 24% Public Safety 2% 75 DEBT SERVICE EXPENDITURES The Village currently has five bond issues outstanding as of January 1, 2022, which are all General Obligation Bonds (Series 2012, Series 2016, Series 2019 and Series 2020). Bond descriptions and amortization schedules are listed within the Debt Profile of this section. Most Village debt service revenues are obtained through property tax. Four funds will be abating a portion of the 2022 principal and interest due. The Water and Sewer Fund will transfer $1,421,950, the S tate Motor Fuel Tax Fund $800,000, the Local Motor Fuel Tax Fund $441,950, and the Refuse Fund $275,000. The operating transfers from these funds abate a portion of the taxes attributed to water and sewer and road improvements. The cost related to servicing the debt for performance contracting (water meter replacements) will be paid from additional revenue earned through the use of meters that are more efficient. The principal and interest on the water meter purchase contract is $634,500 in FY 2022. DEBT POSITION From time-to-time, the Village may use the issuance of long-term debt to further the Village’s Capital Improvement Program. Long-term debt is used only for capital projects that cannot be financed from current revenue sources. The Village accounts for repayment of long-term debt in the Debt Service Fund. In FY 2022, debt service consists of $538,255 for Series 2012, $383,231 for Series 2016, $255,416 for Series 2019, and $2,483,900 for Series 2020. Total debt outstanding as of December 31, 2021 is $28.40 million. Below is a chart depicting the future principal and interest payments of all general obligation debt. The Village of Buffalo Grove is a home-rule community and has no legal debt limit set by the Illinois General Assembly. The Village monitors the overlapping debt of all taxing districts and is sensitive to the burden debt places on the taxpayer. As of December 31, 2020, the Village’s ratio of General Obligation bonded debt to EAV was 2.41 percent. Please see Appendix B: Financial Policies and Projections for a copy of the Village’s Debt Policy. 0 1,000,000 2,000,000 3,000,000 4,000,000 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Debt Service Schedule by Fiscal Year Series 2012 Series 2016 Series 2019 Series 2020 76 DEBT SERVICE SCHEDULES OVERVIEW The following summarizes the debt service obligations of the Village as of December 31, 2021. 2012 General Obligation Bonds Purpose: Proceeds used to complete street improvement projects identified in the FY 2013 Capital Improvement Plan. Maturity Date: 12/30/2030 Original Principal Amount: $6,000,000 Investment Rating: Moody's Investors Service: AA1 Standard & Poor's: AAA Principal Outstanding: $5,285,000 Interest Outstanding: $ 716,926 2016 General Obligation Bonds Purpose: Proceeds used to complete street improvement projects identified in the FY 2016 Capital Improvement Plan. Maturity Date: 12/30/2031 Original Principal Amount: $6,125,000 Investment Rating: Moody's Investors Service: AA1 Standard & Poor's: AAA Principal Outstanding: $3,345,000 Interest Outstanding: $ 471,649 2019 General Obligation Refunding Bonds Purpose: Refunding of Series 2010B Bonds. The bonds were issued for capital improvements, including storm water drainage, the construction of water detention facilities, installation of storm sewers and storm box culverts, roadway construction, landscape walls, and sidewalk removal and restoration. Maturity Date: 12/30/2025 Original Principal Amount: $1,449,275 Investment Rating: Not Applicable Principal Outstanding: $979,800 Interest Outstanding: $ 42,348 2020 General Obligation Bonds Purpose: Proceeds used for water, sanitary sewer system, roadway and public infrastructure improvements. Maturity Date: 12/30/2035 Original Principal Amount: $24,000,000 Investment Rating: Standard & Poor's: AAA Principal Outstanding: $22,400,000 Interest: $ 6,002,900 77 Debt Service Schedules Annual Payments - General Obligation Debt Principal Annual Payments - General Obligation Debt Interest 78 FUND BALANCE PROJECTIONS BY FUND The fund balance is the fund equity of governmental funds. Changes in fund balances are the result of the difference of revenues to expenditures. Fund balances increase when revenues exceed expenditures and decrease when expenditures exceed revenues. For the General Fund, only unassigned fund balance is noted. The Village of Buffalo Grove uses cash and investments as a proxy for fund equity in the enterprise funds. The following table depicts the proposed revenues and expenditures by fund for the FY 2022 budget, with surplus (deficit) shown for each fund. Est. Fund Balance January 1 ,2022 2022 Revenue 2022 Expenditures Fund Balance December 31, 2022 General Fund Operating Reserve 20,540,527 48,902,640 48,895,518 20,547,649 Capital Reserve 10,427,387 0 3,241,200 7,186,187 Total General Fund 30,967,914 48,902,640 52,136,718 27,733,836 Special Revenue Funds Parking Lot 853 201,000 200,159 1,694 Lake Cook Rd TIF Fund - - - - Motor Fuel Tax 2,257,020 2,511,600 2,511,600 2,257,020 Local Motor Fuel Tax 229,600 445,000 441,950 232,650 Debt Service Fund - - - - Debt Service 8,199,274 3,676,772 10,308,294 1,567,752 Capital Project Funds - - - - Facilities 41,307 1,036,200 1,036,200 41,307 Streets 2,994,214 5,437,870 5,437,870 2,994,214 Vehicles & Eqiupment 17,745 2,205,000 2,205,000 17,745 Enterprise Funds (Cash) - - - - Water and Sewer 9,311,269 19,793,824 24,988,520 4,116,573 Arboretum Golf Course 1,075,443 1,353,035 2,059,780 368,698 B.G. Golf Course 458,744 1,357,700 1,228,774 587,670 Refuse 190,515 1,180,400 1,272,415 98,500 Internal Service Funds - - - - Information Technology 790 1,860,503 1,860,503 790 Central Garage 21,654 1,628,681 1,628,681 21,654 Building Maintenance 112,658 1,756,824 1,756,824 112,658 Trust and Agency Funds - - - - Police Pension 87,097,374 6,899,627 5,290,200 88,706,801 Firefighter Pension 79,519,751 5,856,085 4,021,000 81,354,836 Total All Funds 222,496,125 106,102,761 118,384,488 210,214,398 Several funds will have more than a five percent change in fund balance in fiscal year 2022. The General Fund will be drawing down capital reserves to fund capital vehicle and equipment purchases and capital facility improvements. The Debt Service Fund r eserves decline as bond proceeds from the 2020 bond issue are used to fund road and water and sewer improvements. The Refuse Fund budget deficit was a planned spend down to support the Debt Service Fund to cover a portion of the road repairs funded by the Series 2016 bonds. The Police and Firefighters’ Pension Funds will generate a surplus of 3.4 million. That surplus is committed for future pension annuitants. Across all funds, the budgeted revenues and expenditures should decrease the total fund balance 5.5 percent by the end of FY 2022. 79 BG IS RESPONSIBLE Legislative - General Administration - Financial Management - Personnel Administration – Administrative Services - Information Technology Fund - Police Pension Fund - Fire Pension Fund - Debt Service Fund 80 BG IS COMMITT ED TO… Program oversight by the Village Board Communicating directly with residents and businesses to address their concerns Participating in regional and statewide initiatives Managing the volunteer application and appointment process Deliberating and approving village policy PROGRAM AREA: LEGISLATIVE MAJOR SERVICES Village Board Community Service PROGRAM CHANGES OF NOTE No additional personnel or programs requested in 2022. Village Board, 76% Community Service, 24% Staff Time by Service - 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 180,000 200,000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Estimated Actual 2022 Budget Misc, 16% Real Estate Transfer Tax, 84% Allocation of Revenue 81 SERVICE: VILLAGE BOARD Board members are elected at-large and each serves a staggered four-year term of office. The Village Board is responsible for providing the strategic vision, legislative agenda, and appropriation of resources. Members of the Village Board are assigned specific areas of responsibility by the Village President and represent the Village at meetings, workshops, and public hearings related to their responsibilities. Village Board 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 32,825 33,000 33,000 33,000 33,000.00 0% 34% Personnel Benefits 44,091 46,337 57,525 41,479 57,524.00 0% 59% Operating Expenses 7,561 7,211 8,750 1,500 7,500.00 -14%8% Total 84,476 86,548 99,275 75,979 98,024 -1%100% SERVICE: COMMUNITY SERVICES Village commissions, committees, and boards are codified in the Buffalo Grove Municipal Code. These groups are comprised of Village residents and are appointed by the Village President with the consent of the Village Board. Currently more than 100 volunteers serve on ten commissions, committees, and boards. Community Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Other Services 55,462.09 28,975.21 43,600.00 43,265.00 46,500.00 7% 63% Other Expenses 20,297.37 39,544.85 32,400.00 16,000.00 27,500.00 -15%37% Capital Outlay 246.00 - - - - 0% 0% Total 76,005 68,520 76,000 59,265 74,000 -3%100% 82 TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Village Board 84,476 86,548 99,275 75,979 98,024 -1%57% Community Service 76,005 68,520 76,000 59,265 74,000 -3%43% Total 160,482 155,068 175,275 135,244 172,024 -2%100% TOTAL PROGRAM EXPENSE BY COST TYPE Program Legislative 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 32,825 33,000 33,000 33,000 33,000 0% 19% Personnel Benefits 44,091 46,337 57,525 41,479 57,524 0% 33% Operating Expenses 7,561 7,211 8,750 1,500 7,500 -14%4% Other Services 55,462 28,975 43,600 43,265 46,500 7% 27% Other Expenses 20,297 39,545 32,400 16,000 27,500 -15%16% Capital Outlay 246 - - - - 0% 0% Total 160,482 155,068 175,275 135,244 172,024 -2%100% PROGRAM VARIANCES None noted as no variance meets the "less than 10% AND greater than $10,000"criteria. 83 KEY PERFORMANCE MEASURES Village Board Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Percent growth of Tax Levy after abatements Less Than 4.99% 3.89% 3.25% 0.00% 0.00% Volunteer Services Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Committee and Commissions Meetings 100 125 72 66 100 COMMISSIONS, COMMITTEES, BOARDS, AND EVENTS FUNDING Commissions, Committees, Boards, and Events FY 2022 Budget Blood Commission 300 Fireworks for the Fourth 29,000 Planning and Zoning Commission 3,000 Rick Kahen Commission for Residents with Disabilities 700 Symphonic Band 11,000 Farmer's Market 2,500 Buffalo Grove Days* 50,000 Fire and Police Commission** 40,000 Total 136,500 *Proceeds from successful 2021 event to be available through Community Foundation **Budgeted in Human Resources Department Commissions, committees, boards, and events can also access fund held in the Buffalo Grove Community Foundation. 84 PROGRAM AREA: GENERAL ADMINISTRATION MAJOR SERVICES Administration and Legislative Support Intergovernmental Relations Innovation and Analytics Corporate Counsel Media and Communication PROGRAM CHANGES OF NOTE Addition of a full-time Communications Director and Communications Coordinator were added. Administration & Legislative Support, 37% Intergovernmental Relations, 18% Innovation/Analytics, 4% Corporate Counsel, 30% Media & Communication, 11% Staff Time by Service - 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 1,800,000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget BG IS COMMIT TED TO… Program oversight by the Office of the Village Manager Providing strategic direction to all village departments Award winning service delivery Producing daily, weekly, and bi -monthly communications to business and residents Working collaboratively with other units of government Property Tax, 10% Income and Use Tax, 18% State Sales Tax, 4% Cable Franchise Fees, 49% Real Estate Transfer Tax, 5% Misc, 7% Allocation of Revenue 85 SERVICE: ADMINISTRATION AND LEGISLATIVE SUPPORT The Office of the Village Manager (OVM) provides village-wide legislative support, financial oversight, and policy implementation. Strategic and long range planning of Village services, capital planning, project management, and special projects are facilitated through this service. Administration & Legislative Support 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 272,488 303,484 258,616 285,384 256,575 -1%46% Personnel Benefits 81,862 100,914 89,101 94,457 87,926 -1%16% Operating Expenses 2,845 1,362 4,521 1,086 4,595 2% 1% Contractual Services 98,512 127,461 162,476 147,676 157,040 -3%28% Capital Reserves - - 2,583 - 2,583 0% 0% Internal Transfers 37,449 28,707 50,976 50,976 51,435 1% 9% Total 493,155 561,928 568,273 579,580 560,154 -1%100% SERVICE: INTERGOVERNMENTAL RELATIONS The Intergovernmental Relations service is responsible for monitoring local, state and federal government activities, developing the legislative program, managing the village’s partnerships with other agencies, as well as coordinating the sale of services. Intergovernmental Relations 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 132,561 147,641 125,813 138,835 124,820 -1%46% Personnel Benefits 39,826 49,095 43,348 45,953 42,776 -1%16% Operating Expenses 1,384 663 2,200 529 2,236 2% 1% Contractual Services 47,925 62,008 79,043 71,843 76,398 -3%28% Capital Reserves - - 1,256 - 1,256 0% 0% Internal Transfers 18,219 13,966 24,800 24,800 25,023 1% 9% Total 239,915 273,372 276,459 281,960 272,509 -1%100% 86 SERVICE: INNOVATION AND ANALYTICS This service explores past performance to improve village processes by developing new insights and understanding of organizational performance based on data and best practices. Past projects have included creation of the Engagement Committee and establishment of the Buffalo Grove Community Foundation. Innovation/Analytics 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 29,458 32,809 27,959 30,853 27,738 -1%31% Personnel Benefits 8,849 10,909 9,632 10,211 9,505 -1%11% Operating Expenses 308 147 489 117 497 2% 1% Contractual Services 10,650 13,779 17,565 15,965 16,977 -3%19% Other Expenses 16,727 33,299 29,600 22,200 29,600 0% 33% Capital Reserves - - 279 - 279 0% 0% Internal Transfers 4,049 3,104 5,511 5,511 5,561 1% 6% Total 70,041 94,048 91,035 84,857 90,157 -1%100% SERVICE: CORPORATE COUNSEL The Village Attorney provides advice to village officials and staff on legal matters affecting the Village, including preparing written legal opinions, ordinances, resolutions, intergovernmental agreements, and related agenda material for action by the Village Board. In 2022, this program i ncludes a portion staff’s wages, benefits, contractual services, as well as the department’s operating expenses. Corporate Counsel 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 139,926 155,844 132,803 146,549 131,755 -1%43% Personnel Benefits 42,038 51,822 45,755 48,506 45,152 -1%15% Operating Expenses 1,615 773 2,566 616 2,608 2% 1% Contractual Services 61,237 79,233 100,999 91,799 97,620 -3%32% Capital Reserves - - 1,606 - 1,606 0% 1% Internal Transfers 19,781 15,164 26,927 26,927 27,169 1% 9% Total 264,597 302,835 310,656 314,397 305,910 -2%100% 87 SERVICE: MEDIA AND COMMUNICATION The Village is committed to clear, frequent, direct communication with all community members and stakeholders. This is accomplished through the targeted use of the bi-monthly Village News, weekly E- news, and daily social media posts. For 2022, the Village has budgeted a new full-time Communications Director and Communications Coordinator. The Village will continue to utilize a third-party firm to augment staff’s communications efforts during the transition. Graphic design and engagement software are accounted for in this program’s Operating Expenses. Media and Communication 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 162,020 180,450 153,772 169,688 152,558 -1%36% Personnel Benefits 48,675 60,004 52,980 56,164 52,281 -1%12% Operating Expenses 28,157 13,487 44,748 10,751 45,484 2% 11% Contractual Services 47,925 62,008 79,043 71,843 76,398 -3%18% Repairs & Maintenance - 35 - - -0%0% Other Expenses 39,784 79,198 70,400 52,800 70,400 0% 16% Capital Reserves - - 1,256 - 1,256 0% 0% Internal Transfers 21,715 16,646 29,559 29,559 29,825 1% 7% Total 348,276 411,827 431,757 390,805 428,202 -1%100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Administration 493,155 561,928 568,273 579,580 560,154 -1%34% Intergovernmental Relations 239,915 273,372 276,459 281,960 272,509 -1%16% Innovation/Analytics 70,041 94,048 91,035 84,857 90,157 -1%5% Corporate Counsel 264,597 302,835 310,656 314,397 305,910 -2%18% Media and Communications 348,276 411,827 431,757 390,805 428,202 -1%26% Total 1,415,984 1,644,011 1,678,180 1,651,599 1,656,932 -1%100% 88 TOTAL PROGRAM EXPENSE Program Village Administration 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 736,453 820,228 698,962 771,309 693,446 -1%42% Personnel Benefits 221,251 272,743 240,816 255,291 237,640 -1%14% Operating Expenses 34,308 16,433 54,523 13,100 55,420 2% 3% Contractual Services 266,248 344,488 439,126 399,126 424,433 -3%26% Repairs & Maintenance -35 - - - 0% 0% Other Expenses 56,511 112,497 100,000 75,000 100,000 0% 6% Capital Reserves - - 6,980 - 6,980 0% 0% Internal Transfers 101,212 77,587 137,773 137,773 139,013 1% 8% Total 1,415,984 1,644,011 1,678,180 1,651,599 1,656,932 -1%100% PROGRAM VARIANCES None noted as no variance meets the "less than 10% AND greater than $10,000"criteria. 89 KEY PERFORMANCE MEASURES Administration Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Strategic Actions Accomplished 30 49 16 20 30 Intergovernmental Relations Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate GovITC Members 8 7 6 6 6 Performance Management Consortium Members 12 15 15 8 8 Innovation and Analytics Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Ongoing Process Improvement Projects 5 6 6 7 9 Media & Communications Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate LinkedIn Followers 400 505 550 750 800 Nextdoor Followers 4,000 7,280 8,818 21,715 25,000 Facebook Followers 3,000 4,376 5,511 6,300 7,000 Twitter Followers 1,000 1,363 1,599 1,797 2,000 E-News Subscribers 2,800 2,848 3,876 4,079 4,250 90 PROGRAM AREA: FINANCIAL MANAGEMENT MAJOR SERVICES Financial Services Risk Management Utility Billing PROGRAM CHANGES OF NOTE Addition of contracting services of an accountant to restore full -time position eliminated in the FY 2021 Budget. Financial Services, 80% Risk Management, 7%Utility Billing, 13% Staff Time by Service - 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 1,800,000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget Property Tax, 11% Income & Use Tax, 12% State Sales Tax, 22% Real Estate Transfer Tax, 5%Transfers , 13% Licensing, 19% Interest Income, 18% Allocation of Revenue B G IS COMMITTED TO… Program oversight by the Finance Department Providing oversight and management of the village’s $117,000,000 budget Producing award-winning financial reports Maintaining 11,191 utility billing accounts 91 SERVICE: FINANCIAL SERVICES The Finance Department provides services externally to residents and internally to other operating departments. External services include METRA parking pass management, collection of local taxes and debts. Internal fiscal services provided to departments include treasury management, banking, accounting, payroll, cashiering, accounts payable/receivable, and data entry. Financial Services 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 606,930 484,099 643,197 622,109 503,190 -22%44% Personnel Benefits 232,603 175,421 215,758 211,585 183,828 -15%16% Operating Expenses 111,769 59,129 105,108 134,094 85,910 -18%7% Contractual Services 22,758 30,455 3,431 3,431 3,738 9% 0% Other Services 19,476 12,666 30,000 37,940 50,000 67% 4% Other Expenses 54,108 228,416 7,000 81,000 180,000 2471% 16% Capital Reserves - - 6,495 - 6,495 0% 1% Internal Transfers 98,361 120,075 129,561 129,561 137,729 6% 12% Total 1,146,005 1,110,261 1,140,549 1,219,719 1,150,890 1% 100% SERVICE: RISK MANAGEMENT The Village mitigates risk at in all facets in the organization. This includes the work of the Executive Safety Committee to minimize the occurrence of unsafe work environments. Likewise, the Village is a founding member of the Suburban Liability Insurance Pool (SLIP). Risk Management 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 65,709 52,411 69,636 67,353 54,478 -22%57% Personnel Benefits 27,913 21,051 25,892 25,391 22,060 -15%23% Operating Expenses 2,093 1,107 1,969 2,511 1,609 -18%2% Contractual Services 2,728 3,650 411 411 448 9% 0% Capital Reserves - - 779 - 779 0% 1% Internal Transfers 11,804 14,409 15,548 15,548 16,528 6% 17% Total 110,247 92,629 114,234 111,214 95,902 -16%100% 92 SERVICE: UTILITY BILLING Utility Billing services include monthly and bi-monthly water, sewer, and stormwater billing. The services also include payment plan management, shut off notices, water meter and water meter communication device maintenance, and account/service maintenance. Utility Billing 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 116,817 93,176 123,797 119,739 96,850 -22%52% Personnel Benefits 49,620 37,422 46,026 45,136 39,215 -15%21% Operating Expenses 25,709 13,601 24,177 30,844 19,761 -18%11% Contractual Services 4,858 6,502 732 732 798 9% 0% Repairs & Maintenance 1,621 180 - - - 0% 0% Capital Reserves - - 1,386 - 1,386 0% 1% Internal Transfers 20,982 25,614 27,638 27,638 29,380 6% 16% Total 219,608 176,494 223,757 224,089 187,390 -16%100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Financial Services 1,146,005 1,110,261 1,140,549 1,219,719 1,150,890 1% 80% Risk Management 110,247 92,629 114,234 111,214 95,902 -16%7% Utility Billing 219,608 176,494 223,757 224,089 187,390 -16%13% Total 1,475,860 1,379,384 1,478,540 1,555,022 1,434,182 -3%100% TOTAL PROGRAM EXPENSE Program Financial Management 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 789,457 629,685 836,630 809,200 654,518 -22%46% Personnel Benefits 310,135 233,894 287,676 282,112 245,103 -15%17% Operating Expenses 139,572 73,837 131,254 167,450 107,280 -18%7% Contractual Services 30,344 40,607 4,574 4,574 4,984 9% 0% Other Services 19,476 12,666 30,000 37,940 50,000 67% 3% Repairs & Maintenance 1,621 180 - - - 0% 0% Other Expenses 54,108 228,416 7,000 81,000 180,000 2471% 13% Capital Reserves - - 8,660 - 8,660 0% 1% Internal Transfers 131,147 160,098 172,746 172,746 183,637 6% 13% Total 1,475,860 1,379,384 1,478,540 1,555,022 1,434,182 -3%100% 93 PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Personnel Wages 836,630 809,200 654,518 -22%Decrease due to staff cost allocation changes Personnel Benefits 287,676 282,112 245,103 -15%Decrease due to staff cost allocation changes Operating Expenses 131,254 167,450 107,280 -18%Decrease due to staff cost allocation changes Other Services 30,000 37,940 50,000 67% BG Days estimated increase in costs 94 KEY PERFORMANCE MEASURES Fiscal Services Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Daily deposits and transactions posted next business day 80.00% 90.00% 90.00% 90.0% 90.0% Budgeting and Reporting Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate CAFR that receives the GFOA Award Yes Yes Yes Yes Yes PAFR that receives the GFOA Award Yes Yes Yes Yes Yes Budget that receives the GFOA Award Yes Yes Yes Yes Yes Utility Billing Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Utility billings generated from tower reading system import 90.00% 98.19% 99.00% 99.0% 99.0% Payment plan compliance and/or completion 80.00% 88.89% 100.00% 90.0% 95.0% 95 B G IS COMMITTED TO… Program oversight by the Human Resource Department Designing and implementing compensation, personnel, and benefit policies Managing benefits for employees and retirees Organizing over 10 trainings per year for all employees Onboarding an average of 25 to 30 new employees every year PROGRAM AREA: PERSONNEL ADMINISTRATION MAJOR SERVICES Recruitment Benefits and Claims Administration Labor Management Training and Organizational Development PROGRAM CHANGES OF NOTE No additional personnel or programs requested in 2022. Recruitment, 20% Benefits and Claims Administration, 30% Labor Management, 20% Training and Organizational Development, 30% Staff Time by Service - 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget Property Tax, 11% Income & Use Tax, 20% State Sales Tax, 48% Real Estate Transfer Tax, 15% Transfers , 11% Allocation of Revenue 96 SERVICE: RECRUITMENT This service is responsible for recruiting and selecting qualified individuals for employment, overseeing new hires, and onboarding. A portion of the recruitment and selection service involves collaborating with the Fire and Police Commission for the selection of police and fire candidates. The multi-step process includes the use of the Village’s Human Resource Management System (HRMS) and integrated application forms, interviews, pre-employment testing, reference and background checks, and employment offers. Recruitment 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 45,152 46,115 69,116 50,261 99,210 44% 58% Personnel Benefits 93,262 213,110 39,331 52,598 46,246 18% 27% Operating Expenses 7,193 5,289 3,170 1,387 6,050 91% 4% Contractual Services 27,665 5,211 1,272 7,975 1,354 6% 1% Other Services 4,679 4,415 8,000 6,100 8,000 0% 5% Internal Transfers 7,585 11,101 10,272 10,272 10,326 1% 6% Total 185,536 285,241 131,161 128,593 171,186 31% 100% SERVICE: BENEFITS AND CLAIMS ADMINISTRATION The Department manages the benefits administration and risk management claim functions of the Village. The department maintains all employee and retiree benefits, which typically include pension plans, labor and employment law compliance, medical plans, sick leave, and vacation time. The Village also provides a program designed to identify, assess, and prioritize risk to minimize potential loss. Benefits/Claims 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 67,727 69,172 103,674 75,391 148,815 44% 58% Personnel Benefits 139,893 319,665 58,996 78,897 69,369 18% 27% Operating Expenses 10,790 7,933 4,755 2,080 9,075 91% 4% Contractual Services 41,478 7,813 1,907 11,957 2,030 6% 1% Other Services 7,018 6,622 12,000 9,150 12,000 0% 5% Internal Transfers 11,380 16,653 15,410 15,410 15,491 1% 6% Total 278,286 427,859 196,742 192,886 256,780 31% 100% 97 SERVICE: LABOR MANAGEMENT The Department of Human Resources is responsible for both labor management and employee relations, which includes both represented and non-represented employees. Legal counsel is an expense for both labor and employee relations. Labor Management 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 45,152 46,115 69,116 50,261 99,210 44% 58% Personnel Benefits 93,262 213,110 39,331 52,598 46,246 18% 27% Operating Expenses 7,193 5,289 3,170 1,387 6,050 91% 4% Contractual Services 27,665 5,211 1,272 7,975 1,354 6% 1% Other Services 4,679 4,415 8,000 6,100 8,000 0% 5% Internal Transfers 7,585 11,101 10,272 10,272 10,326 1% 6% Total 185,536 285,241 131,161 128,593 171,186 31% 100% SERVICE: TRAINING AND ORGANIZATIONAL DEVELOPMENT The Department of Human Resources coordinates a variety of trainings for employees to develop skills for use in their positions and to cultivate their capabilities beyond their required duties. The Village recognizes those employees who excel with various employee recognition programs. Similarly, the village invests in its employees thought its tuition reimbursement program. Training/Org Development 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 67,727 69,172 103,674 75,391 148,815 44% 58% Personnel Benefits 139,893 319,665 58,996 78,897 69,369 18% 27% Operating Expenses 10,790 7,933 4,755 2,080 9,075 91% 4% Contractual Services 41,437 7,805 1,905 11,945 2,028 6% 1% Other Services 7,018 6,622 12,000 9,150 12,000 0% 5% Other Expenses 4,116 3,142 - - - 0% 0% Internal Transfers 11,379 16,652 15,409 15,409 15,490 1% 6% Total 282,360 430,993 196,740 192,873 256,777 31% 100% 98 TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Recruitment 185,536 285,241 131,161 128,593 171,186 31% 20% Benefits/Claims 278,286 427,859 196,742 192,886 256,780 31% 30% Labor Management 185,536 285,241 131,161 128,593 171,186 31% 20% Training/Org Development 282,360 430,993 196,740 192,873 256,777 31% 30% Total 931,718 1,429,333 655,804 642,945 855,929 31% 100% TOTAL PROGRAM EXPENSE Program H/R 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 225,758 230,574 345,580 251,304 496,050 44% 58% Personnel Benefits 466,309 1,065,551 196,654 262,991 231,230 18% 27% Operating Expenses 35,967 26,443 15,850 6,933 30,250 91% 4% Contractual Services 138,246 26,039 6,356 39,853 6,766 6% 1% Other Services 23,393 22,075 40,000 30,500 40,000 0% 5% Other Expenses 4,116 3,142 - - - 0% 0% Internal Transfers 37,930 55,508 51,364 51,364 51,633 1% 6% Total 931,718 1,429,333 655,804 642,945 855,929 31% 100% PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Personnel Wages 345,580 251,304 496,050 44% Merit program cost $138,000 higher Personnel Benefits 196,654 262,991 231,230 18% Taxes due to increased merit program Operating Expenses 15,850 6,933 30,250 91% Linked-in Learning costs 99 KEY PERFORMANCE MEASURES Recruitment and Selection Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Police and Fire Applicants 250 178* (Police) 125 (Fire) 73 (Fire) 182(Police)* 65 (Fire) 160 (Police)* *This includes Police Officer Lateral Entry Applications. Benefits Administration Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Participation in Wellness Program 50% 54% 54% 52% 60% Employees in HMO Health Plan 20 23 22 18 20 Risk Management Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Worker’s Compensation Claims Per Total FT Employee <10 12% 10% 10% 7% Training and Development Benchmark 2021 Estimated Actual 2022 Estimate Activated LinkedIn Learning Accounts* 211 50 150 *LinkedIn Learning is a new training and development program launched in fall of 2021that is self- service. The roll-out continues and anticipates user growth over the course of 2022. 100 PROGRAM AREA: ADMINISTRATIVE SERVICES MAJOR SERVICES Records Management Purchasing PROGRAM CHANGES OF NOTE Program area added in 2022 as Department Support Services as consolidated under the Director of Administrative Services. These are support services for village departments, consolidated for efficiency, and consistent application of policy. Records Management, 41% Purchasing , 59% Staff Time by Service Property Tax, 11% Income & Use Tax, 12% State Sales Tax, 22% Real Estate Transfer Tax, 5%Transfers , 13% Licensing, 19% Interest Income, 18% Allocation of Revenue B G IS COMMITTED TO… Program oversight by the Administrative Services Department Providing oversight and management of the village’s purchasing program Maintaining the records, files, contracts, and ordinances of the village. Managing an average of 42 purchasing initiatives a year 0 100,000 200,000 300,000 400,000 500,000 600,000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget 101 SERVICE: RECORDS MANAGEMENT The Administrative Services Department provides records management for village wide initiatives and the Village Clerk’s office. Included staff are the Deputy Village Clerk and Records Clerk positions. Prior to 2022, Records Management was not a major service. Budget allocation in 2021 and prior is the portions of the Community Development and Office of the Village Manager extracted to show the history of expenses in this service area. Records Management 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 45,729 42,000 67,646 67,646 141,496 109% 68% Personnel Benefits 42,000 15,938 26,359 26,359 51,257 94% 25% Operating Expenses - - - - 15,128 0% 7% Total 87,729 57,938 94,005 94,005 207,881 121% 100% SERVICE: PURCHASING The Purchasing Service has two components, accounts payable and project and contract management. The accounts payable function handles all data entry for v endors of the village. The Administrative Services Director coordinates the competitive bid requests for quotes, services, proposals, and other large purchasing initiatives and contracts. Prior to 2022, Purchasing was a major service under the Financial Management program. Budget allocation in 2021 and prior is shown as the portion of the prior program area. Purchasing 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 127,328 141,812 120,846 133,354 212,242 76% 70% Personnel Benefits 43,999 54,207 47,861 50,738 76,884 61% 25% Operating Expenses 10,854 8,321 14,775 14,775 15,128 2% 5% Total 182,181 204,339 183,483 198,867 304,254 66% 100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Purchasing 182,181 204,339 183,483 198,868 304,254 66% 59% Records Management 87,729 57,938 94,005 94,005 207,881 121% 41% Total 269,910 262,277 277,488 292,873 512,135 85% 100% 102 TOTAL PROGRAM EXPENSE Program Administrative Services 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages - - - - 353,738 0% 69% Personnel Benefits - - - - 128,141 0% 25% Internal Transfers - - - - 30,255 0% 6% Total - - - - 512,134 0% 100% PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Personnel Wages 188,492 201,000 353,738 88% Re-allocation of existing costs into new program Personnel Benefits 74,220 41,134 128,141 73% Re-allocation of existing costs into new program Internal Transfers 14,775 14,775 30,255 105% Re-allocation of existing costs into new program 103 KEY PERFORMANCE MEASURES Records Management Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Number of FOIA Requests Processed 800 1,028 890 850 900 Purchasing Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Bid process completed 60 days of delivery date 80.00% 95.56% 95.0% 96.0% 95.0% Invoices paid within 60 days or less 90.00% 100.00% 100% 100.0% 100.0% 104 INTERNAL SERVICE FUND: INFORMATION TECHNOLOGY In partnership with all Village departments, Information Technology’s focus is to: •support core technologies •plan for technology evolution •promote centralized data storage and reporting •consolidate business operations on standardized applications •provide effective communication tools •enhance network speed and security The goal of the Village is to provide these services in the most efficient, team-oriented and fiscally responsible manner so that residents, businesses, and stakeholders receive the best service possible. Information technology services are provided through the Government IT Consortium of which the Village is a founding member. Each member of the consortium shares the same contractor for IT services. The administration of the contract is a function of the Director of IT, an assigned Village employee. The IT fund allocations are distributed by function based on applications used by each benefiting department. Most of the costs budgeted in the fund are contracted service or maintenance agreements. 1,500,000 1,550,000 1,600,000 1,650,000 1,700,000 1,750,000 1,800,000 1,850,000 1,900,000 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget IT Expenditures 105 INFORMATION TECHNOLOGY REVENUE Beginning in 2022 the IT Department will institute project cost tracking in cooperation with the Finance Department in an effort to more accurately represent departmental cost allocations. Information Technology Fund - Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 IT Fund Revenue 1,626,243 1,870,439 1,637,111 1,764,007 1,860,503 14% Total Revenue 1,626,243 1,870,439 1,637,111 1,764,007 1,860,503 14% PROGRAM AREA: SUPPORT VILLAGE OPERATIONS IT super users in each department are responsible for the day-to-day management of software packages and to maintain data quality and user training at a department level. Most of the costs budgeted in the fund are contracted service or maintenance agreements. IT Fund - Expense 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Personnel Benefits 51 - - - - 0% Operating Expenses 1,608,126 1,737,227 1,627,111 1,735,900 1,823,503 12% Contractual Services - - -17,357 25,000 0% Repairs & Maintenance 15,310 35,909 10,000 8,500 12,000 20% Other Expenses 2,757 - - - - 0% Capital Reserves - 97,304 -2,250 - 0% Total Expenses 1,626,243 1,870,439 1,637,111 1,764,007 1,860,503 14% VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Operating Expenses 1,627,111 1,735,900 1,823,503 12% Increase in maintenance contracts, older phone systems, & computer services costs Contractual Services - 17,357 25,000 100% Cyber liability insurance related costs budgeted 106 POLICE PENSION FUND The Police Pension Fund provides retirement, disability, and survivor benefits for all sworn police personnel. The defined benefit pension plan is in conformance with Illinois State Statutes under the oversight of the Illinois Division of Insurance. Employees contribute 9.91 percent of their annual salary to the Police Pension Fund, which is set by state statute. POLICE PENSION: REVENUE COLLECTION Employer contributions are calculated by an independent actuary. The annual benchmark for investment returns is 7.0 percent. The annual salary increase assumption remains at 3.75-8.42 percent. The Police Pension Board has invested 65.2 percent of its investment portfolio in equity related instruments (mutual funds and separate stocks) and 34.8 percent in fixed income investments (money market funds, certificates of deposit, treasury bonds, and government agencies). The Police Pension’s rate of return for the last fiscal year was 11.04 percent, net of investment fees. The previous fiscal year return was 20.48 percent, with a five-year average return of 9.45 percent as of December 31, 2020. 2019 Actual 2020 Actual 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-FY21 Investment Revenue 13,376,366 8,679,718 3.600,000 3,600,000 2,730,550 -24% Property Tax 2,889,820 3,095,593 3,361,940 3,361,940 3,394,077 3% All Other Revenue 772,744 810,798 750,000 750,000 775,000 1% Total Revenue Collection 17,048,230 12,586,108 7,711,940 7,711,940 6,899,627 -11% POLICE PENSION: FUND MANAGEMENT The 2022 budget includes pensions for 61 annuitants, 54 are traditional retirements, one disability pension, and six surviving spouse/ children. The Police Pension Fund currently has 57 active plan members and ten inactive/terminated plan members, three members of the fund terminated employment during the year. 2019 Actual 2020 Actual 2021 Budget 2021 Est. Actual 2022 Budget % Change FY20-FY21 Personnel Benefits 4,150,161 4,677,746 4,790,849 4,790,849 5,013,200 5% All Other Expenses 302,786 235,799 315,000 315,000 277,000 -12% Total Pension Fund Management 4,452,947 4,913,546 5,105,849 5,105,849 5,290,200 4% 68.60% 69.74% 68.66%68.50% 69.60% 67.50% 68.00% 68.50% 69.00% 69.50% 70.00% 2016 2017 2018 2019 2020 Police Pension Funded Ratio 107 FIREFIGHTER PENSION FUND The Firefighters Pension Fund provides retirement, disability and survivor benefits for all sworn fire personnel. The defined benefit pension plan is in conformance with Illinois State Statutes under the oversight of the Illinois Division of Insurance. Employees contribute 9.455 percent of their annual salary to the Firefighter Pension Fund, which is set by state statute. FIRE PENSION: REVENUE COLLECTION Standards have been established regarding investment returns and salary increases in order to actuarially determine annual employer contribution levels. The Village’s annual benchmark for investment return is 7.0 percent. The annual salary increase assumption remains at 3.75 to 9.48 percent. The Firefighters Pension Board has invested 64.9 percent of its portfolio in equity related instruments (mutual funds and separate stocks) and 35.1 percent in fixed income investments (money market funds, certificates of deposit, treasury bonds, and government agencies). The rate of return for the last fiscal year is 15.3 percent, net of investment fees. The prior year rate of return was 19.04 percent, and the five-year average return is 10.03 percent. 2019 Actual 2020 Actual 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-FY21 Investment Revenue 11,229,801 10,526,137 3,663,000 3,663,000 2,850,000 -22.2% Property Tax 1,915,165 2,019,035 2,390,386 2,390,386 2,424,085 1.4% All Other Revenue 539,300 548,000 545,000 545,000 582,000 6.8% Total Revenue Collection 13,684,866 13,093,272 6,598,386 6,598,386 5,856,085 -11.2% FIRE PENSION: FUND MANAGEMENT The 2022 budget includes pensions for 50 annuitants. Forty-one are traditional retirements, four are disability pensions, and five are surviving spouse/children pensions. The Fire Pension Fund currently has 54 active plan members, 47 inactive plan members entitled to, but not receiving, benefits. 2019 Actual 2020 Actual 2021 Budget 2021 Est. Actual 2022 Budget % Change FY21-FY20 Personnel Benefits 3,445,092 3,815,617 3,919,522 3,919,522 3,776,000 -3.7% All Other Expenses 268,009 183,876 285,000 285,000 245,000 -14.0% Total Pension Fund Management 3,713,101 3,999,494 4,204,522 4,204,522 4,021,000 -4.4% 76.74%78.51%76.94% 74.33% 76.58% 70.00% 75.00% 80.00% 2016 2017 2018 2019 2020 Fire Pension Funded Ratio 108 DEBT SERVICE FUND The Debt Service Fund provides for the payment of principal, interest, and fiscal agent fees on Corporate Purpose General Obligation Bonds. All bonds were issued to fund various capital development and construction projects in the Village. The Village refunded existing bonds in December 2019 and issued bonds in 2020. The 2019 Bonds refunded the $1.45 million in principal on the 2010B Bonds. The 2020 Bonds had an original principal amount of $24 million with proceeds used for water, sanitary sewer system, roadway and public infrastructure improvements. DEBT SERVICE: REVENUE 2019 Actual 2020 Actual 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-FY21 Property Taxes - Lake County 650,031 667,796 342,250 342,250 269,355 -17% Property Taxes - Cook County 214,319 222,993 60,398 60,398 65,914 -.3% Interest Income 27,190 5,000 - Interfund Transfer 680,000 1,262,650 3,346,411 3,346,411 3,336,503 2% Bond Proceeds 1,449,275 26,720,164 - - - - Total Revenue Collection 2,993,625 28,900,792 3,749,059 3,749,059 3,676,772 -2% DEBT SERVICE PAYMENTS 2019 Actual 2020 Actual 2021 Budget 2021 Est. Actual 2022 Budget % Change FY21-FY20 Debt Service Payments 2,922,822 2,495,074 3,754,059 3,754,059 3,676,772 -2% Interfund Transfer - 9,577,055 11,390,948 11,390,948 6,631,522 -42% Total Debt Service 2,922,822 12,072,129 15,145,007 12,379,252 10,308,294 -32% 0 1,000,000 2,000,000 3,000,000 4,000,000 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Debt Service Schedule by Fiscal Year Series 2012 Series 2016 Series 2019 Series 2020 109 BG IS RESILIENT Streets - Forestry - Drainage – Engineering - Building Maintenance Fund - Central Garage Fund - Parking Lot Fund 110 PROGRAM AREA: STREETS MAJOR SERVICES Street and Curb Maintenance Snow and Ice Signage and Striping PROGRAM CHANGES OF NOTE Snow and Ice control will build on changes made in the 2020-2021 winter season, continuing the eight-route model for most events. Parking lot maintenance will be handled in house with the addition of a seasonal labor pool to maintain service levels. Street and Curb Maintenance, 32% Snow and Ice, 40% Signage and Striping, 28% Staff Time by Service - 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget Property Tax, 13.18% Income & Use Tax, 23.95% State Sales Tax, 17.00%Home Rule Sales Tax, 17% Utility Taxes, 33% Road & Bridge Tax, 6% Transfers, 3% Allocation of Revenue BG IS COMMITT ED TO… Program oversight by the Public Works Department Maintaining120.74 miles of Village owned streets Installation and repair of 5,548 Village owned street signs along with the replacement of 250 regulatory signs. Completing plowing and salting all village streets as soon as possible following the conclusion of a snow event Monthly street sweeping year round, as time and weather permit. 111 SERVICE: STREET AND CURB MAINTENANCE The Street Section maintains all Village streets on a regular basis. On average, the village sweeps 2,400 miles per year and maintains 120.7 center lane miles. Roads are maintained with a three tier repair program, Surface Patching, Total Patching and Cold Patching. Surface and total patching are done during the spring, summer and fall. Cold patch repairs are done during the winter months. Street and Curb 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 287,611 302,620 305,405 277,957 343,697 13% 37% Personnel Benefits 107,242 107,471 96,971 95,119 107,492 11% 12% Operating Expenses 33,445 32,745 70,307 70,763 75,915 8% 8% Contractual Services 13,167 11,773 10,922 10,922 13,708 26% 1% Repairs & Maintenance 63,344 247,538 210,012 231,536 228,335 9% 25% Commodities 61 131 137 137 150 10% 0% Other Expenses 147 134 - - - 0% 0% Capital Outlay 1,953 2,027 845 6,203 408 -52%0% Capital Reserves - - 77,846 40,506 24,222 -69%3% Internal Transfers 151,689 219,017 123,487 123,487 136,017 10% 15% Total 658,659 923,456 895,932 856,629 929,944 4% 100% SERVICE: SNOW AND ICE For the 2022 snow and ice control program, 8 routes will be maintained. The effect of this change from the previous, 10 route, model is that residents that would see a full clearing pass three times a day will now see a full clearing two times a day. Public Works will focus on adapting the program to available resources, while continuing to ensure emergency vehicle access during snow and ice control events. These services may be “scaled up” in large or quick snow storms to help ensure a continuous level of service. Snow and Ice 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 486,381 514,403 518,407 472,985 582,248 12% 38% Personnel Benefits 179,306 181,303 161,392 159,162 177,781 10% 12% Operating Expenses 60,848 59,045 128,598 129,709 138,614 8% 9% Contractual Services 22,873 20,190 19,648 19,648 24,445 24% 2% Repairs & Maintenance 10,428 40,758 34,585 38,117 37,600 9% 2% Commodities 115,738 247,005 258,371 258,371 283,675 10% 19% Other Expenses 147 134 - - - 0% 0% Capital Outlay 3,558 3,716 1,359 11,371 558 -59%0% Capital Reserves - - 142,379 74,263 44,065 -69%3% Internal Transfers 274,993 398,169 222,619 222,619 243,679 9% 16% Total 1,154,272 1,464,723 1,487,359 1,386,245 1,532,665 3% 100% 112 S ERVICE: SIGNAGE AND STRIPING The Public Works Department is scheduled to replace the Roland printer in 2022; as the model is expiring and parts are no longer made for this unit. This printer makes signage for traffic control devises and all festival events. The Public Works Department continues to contract out all primary pavement striping. This represents a shift in labor to accommodate the greater need for road repairs and maintenance. Signage and Striping 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 168,349 175,550 177,603 160,941 200,566 13% 41% Personnel Benefits 64,003 63,172 58,318 56,693 65,319 12% 13% Operating Expenses 17,005 16,966 35,335 35,398 38,298 8% 8% Contractual Services 7,341 6,721 5,685 5,685 7,264 28% 1% Repairs & Maintenance 18,273 71,415 60,593 66,792 65,877 9% 13% Commodities 12,270 26,187 27,392 27,392 30,075 10% 6% Other Expenses 147 134 - - - 0% 0% Capital Outlay 991 1,013 536 3,101 318 -41%0% Capital Reserves - - 39,132 20,255 12,318 -69%3% Internal Transfers 77,706 111,526 64,008 64,008 71,420 12% 15% Total 366,086 472,686 468,604 440,265 491,455 5% 100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Street and Curb 658,659 923,456 895,932 856,629 929,944 4% 31% Snow and Ice 1,154,272 1,464,723 1,487,359 1,386,245 1,532,665 3% 52% Signage and Striping 366,086 472,686 468,604 440,265 491,455 5% 17% Total 2,179,017 2,860,866 2,851,896 2,683,139 2,954,064 4% 100% 113 TOTAL PROGRAM EXPENSE Street Program 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 942,342 992,574 1,001,414 911,883 1,126,511 12% 38% Personnel Benefits 350,551 351,946 316,681 310,974 350,592 11% 12% Operating Expenses 111,298 108,757 234,241 235,870 252,827 8% 9% Contractual Services 43,380 38,684 36,255 36,255 45,417 25% 2% Repairs & Maintenance 92,045 359,711 305,190 336,445 331,812 9% 11% Commodities 128,070 273,323 285,900 285,900 313,900 10% 11% Other Expenses 440 403 - - - 0% 0% Capital Outlay 6,502 6,756 2,740 20,675 1,284 -53%0% Capital Reserves - - 259,358 135,023 80,605 -69%3% Internal Transfers 504,388 728,712 410,115 410,115 451,116 10% 15% Total 2,179,017 2,860,866 2,851,896 2,683,140 2,954,064 4% 100% PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Personnel Wages 1,001,414 911,883 1,126,511 12% Increase in seasonal staff and larger allocation of PW admin costs Personnel Benefits 316,681 310,974 350,592 11% Increase in seasonal staff and larger allocation of PW admin costs Commodities 285,900 285,900 313,900 10% Overall increase in Salt, Beet Heet, Ice melt and associated training Capital Reserves 259,358 135,023 80,605 -69%Lower overall reserve contributions in 2022 Internal Transfers 410,115 410,115 451,116 10% Larger allocation of internal services cost 114 KEY PERFORMANCE MEASURES Street and Curb Maintenance Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Street sweeping (Miles) 2,400 2,640 2,880 975 2,880 Total Patching & Pot hole repairs (Tons) 205 218 250 136 250 Snow and Ice Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Length of time to clear roads following a snow event. (hours) 8 8 8 10 10 Tons of road salt per inch of snow 57 57 60 51 51 Signage and Striping Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Street signs replaced annually (count) 150 51 180 33 250 Striping Annually (Miles) 3.5 3.5 3.5 4.1 3.5 115 PROGRAM AREA: DRAINAGE MAJOR SERVICES Storm Sewer Maintenance Open Channel Maintenance PROGRAM CHANGES OF NOTE No additional personnel requested in 2022. As Forestry shifts into Natural Area maintenance as a primary objective, Drainage components of that work will be coordinated. Storm Sewer Maintenance, 64% Open Channel Maintenance, 35% Staff Time by Service 0 200000 400000 600000 800000 1000000 1200000 1400000 Total Expense Three Year Expenditure Trend 2020Actual 2021 Est Actual 2022 Budget Stormwater Fees, 100.00% Allocation of Revenue BG IS COMMITT ED TO… Program oversight by the Public Works Department Inspecting all 81 acres of retention/detention basins and 12.3 miles of stream/creeks Maintaining 160 miles of storm sewer and storm water lift stations to reduce flooding Performing all required ditch work prior to heavy rains in the spring and fall 116 SERVICE: STORM SEWER MAINTENANCE This service provides preventive maintenance for the storm sewer and drainage system. The program’s goals include the cleaning of the entire system on a six-year cycle as well as annual cleaning and inspections of catch basins, curb inlets, and manholes. Storm Sewer Maint 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 151,502 155,689 158,148 142,290 179,608 14% 47% Personnel Benefits 72,517 70,694 66,480 64,166 75,069 13% 19% Operating Expenses 2,198 3,079 3,418 2,955 4,113 20% 1% Contractual Services 12,406 11,291 9,783 9,783 12,440 27% 3% Repairs & Maintenance 2,999 5,399 6,273 8,011 7,918 26% 2% Commodities 265 566 592 592 650 10% 0% Other Expenses 220 201 - - - 0% 0% Capital Outlay 149,833 157,636 48,323 482,420 14,342 -70%4% Capital Reserves - - 36,116 18,604 11,486 -68%3% Internal Transfers 85,700 122,452 71,203 71,203 80,185 13% 21% Total 477,639 527,009 400,335 800,023 385,811 -4%100% SERVICE: OPEN CHANNEL MAINTENANCE This service provides for the preventive maintenance for the Village open channel system. It also provides for debris removal, reshaping, and maintenance of approximately 12.3 miles of open ditch flows through the Village. This ditch work occurs in the early spring and fall, prior to heavy rains as well as through a coordinated effort with Forestry's Natural Area initiative. Open Channel Maint 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 102,414 107,209 108,347 98,366 122,173 13% 51% Personnel Benefits 51,753 51,821 46,815 45,899 51,924 11% 22% Operating Expenses 1,635 1,893 3,058 2,925 3,435 12% 1% Contractual Services 10,889 9,620 9,333 9,333 11,618 24% 5% Repairs & Maintenance 2,999 5,394 6,261 8,011 7,906 26% 3% Commodities 265 566 592 592 650 10% 0% Other Expenses 73 67 - - -0%0% Capital Outlay 64,210 67,558 20,677 206,751 6,114 -70%3% Capital Reserves - - 32,524 16,869 10,191 -69%4% Internal Transfers 25,264 36,020 21,079 21,079 23,845 13% 10% Total 259,503 280,148 248,686 409,826 237,856 -4%100% 117 TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Storm Sewer Maint 477,639 527,009 400,335 800,023 385,811 -4% 62% Open Channel Maint 259,503 280,148 248,686 409,826 237,856 -4% 38% Total 737,142 807,157 649,021 1,209,850 623,667 -4% 100% TOTAL PROGRAM EXPENSE Drainage Program 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 253,916 262,898 266,496 240,657 301,781 13% 48% Personnel Benefits 124,270 122,516 113,296 110,065 126,993 12% 20% Operating Expenses 3,833 4,972 6,476 5,880 7,548 17% 1% Contractual Services 23,295 20,911 19,116 19,116 24,058 26% 4% Repairs & Maintenance 5,997 10,793 12,533 16,022 15,824 26% 3% Commodities 530 1,132 1,184 1,184 1,300 10% 0% Other Expenses 294 268 - - - 0% 0% Capital Outlay 214,043 225,195 69,000 689,171 20,456 -70% 3% Capital Reserves - - 68,639 35,473 21,677 -68% 3% Internal Transfers 110,964 158,472 92,282 92,282 104,030 13% 17% Total 737,142 807,157 649,021 1,209,850 623,667 -4% 100% PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Personnel Wages 266,496 240,657 301,781 13% PW admin related increase allocated to Drainage Personnel Benefits 113,296 110,065 126,993 12% PW admin related increase allocated to Drainage Capital Outlay 69,000 689,171 20,456 -70% Reduced drainage improvements for 2022 Capital Reserves 68,639 35,473 21,677 -68% Lower overall reserve contributions in 2022 118 KEY PERFORMANCE MEASURES Storm Sewer Maintenance Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Flushing Sewers (feet) 4,000 6,000 2,800 3,500 4,000 Structure Maintenance (hours) 1,000 1,800 1,081 800 1,200 Open Channel Maintenance Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Channel/ Basin Maintenance (hours) 1,400 650 980 1,200 1,400 119 PROGRAM AREA: FORESTRY MAJOR SERVICES Tree Services Property and Parkway Maintenance Natural Area Maintenance PROGRAM CHANGES OF NOTE Existing natural area maintenance and converting more turf grass areas to naturalized areas will be the primary focus as contracted tree trimming services were successful last year. Tree Services, 43% Property/Parkway Maint, 27% Natural Area Maintenance , 30% Staff Time by Service - 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget Property Tax, 12.37% Income & Use Tax, 22.48% State Sales Tax, 41.42% Utility Tax, 33.78% Transfers, 2.32% Allocation of Revenue BG IS COMMITTED TO… Program oversight by the Public Works Department Management for the 21,000 plus public trees in the village’s urban forest Replacing trees within 12-18 months of removal Maintaining and promoting the natural areas and green infrastructure throughout the village 120 SERVICE: TREE SERVICES Forestry and Grounds staff manages the care of over 21,000 trees throughout the Village. To help achieve the goal of a five-year trimming program; contracted tree trimming and tree removal services have been utilized. The budget in 2022 reflects replacing 60% of the current tree replacement list. Tree Services 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 362,637 380,011 383,935 348,744 432,754 13% 38% Personnel Benefits 168,314 168,440 152,301 149,269 168,988 11% 15% Operating Expenses 101,884 98,861 215,334 217,195 232,102 8% 20% Contractual Services 13,331 12,152 10,461 10,461 13,319 27% 1% Repairs & Maintenance 58,972 106,022 123,020 157,546 155,380 26% 14% Commodities 122 261 273 273 300 10% 0% Other Expenses 245 224 - - - 0% 0% Capital Outlay 46 - 380 - 380 0% 0% Capital Reserves - - 14,658 7,380 4,888 -67% 0% Internal Transfers 156,250 224,728 128,179 128,179 142,381 11% 12% Total 861,802 990,699 1,028,541 1,019,047 1,150,492 12% 100% SERVICE: PARKWAY AND PROPERTY There are 155 acres of Village owned properties, natural areas and right of ways. Maintenance of these areas include various tasks: mowing, fertilizing, weed control, mulching beds, trimming bushes, planting flowers, and watering. Contracted services tailored to these needs are utilized to provide routine and consistent care. Property/Parkway Maint 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 222,224 230,406 233,468 210,975 264,239 13% 46% Personnel Benefits 101,462 99,949 92,539 89,858 103,783 12% 18% Operating Expenses 51,411 50,419 107,967 108,623 116,616 8% 20% Contractual Services 7,930 7,469 5,606 5,606 7,345 31% 1% Repairs & Maintenance 68 132 163 183 200 23% 0% Commodities 367 784 820 820 900 10% 0% Other Expenses 245 224 - - - 0% 0% Capital Outlay 46 - 380 - 380 0% 0% Capital Reserves - - 7,604 3,690 2,719 -64% 0% Internal Transfers 81,228 115,726 67,864 67,864 76,876 13% 13% Total 464,982 505,108 516,410 487,617 573,058 11% 100% 121 SERVICE: NATURAL AREA MAINTENANCE Staff continues to maintain recently converted natural areas while restoring other areas that have non- native invasive plants and trees. In recent years the Buffalo Creek Nature Preserve, Farrington Area, and Village Hall Basin were naturalized which benefits these locations. The benefits of this green infrastructure include healthier water and soils; reduced f looding and erosion; diverse plants; wildlife (especially pollinators); aesthetics; recreation; as well as low maintenance landscapes. Natural Area Maintenance 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 354,456 371,931 375,635 341,423 423,181 13% 43% Personnel Benefits 164,853 165,294 149,023 146,224 165,130 11% 17% Operating Expenses 101,791 98,665 215,274 217,190 231,990 8% 24% Contractual Services 13,076 11,872 10,385 10,385 13,181 27% 1% Repairs & Maintenance 137 254 303 365 378 25% 0% Commodities 1,040 2,220 2,323 2,323 2,550 10% 0% Other Expenses 220 201 - - - 0% 0% Capital Outlay 41 - 342 - 342 0% 0% Capital Reserves - - 14,612 7,380 4,842 -67% 0% Internal Transfers 155,630 224,056 127,424 127,424 141,244 11% 14% Total 791,245 874,493 895,320 852,714 982,838 10% 100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Tree Services 861,802 990,699 1,028,541 1,019,047 1,150,492 12% 43% Property/Parkway Maint 464,982 505,108 516,410 487,617 573,058 11% 21% Natural Area Maintenance 791,245 874,493 895,320 852,714 982,838 10% 36% Total 2,118,029 2,370,301 2,440,271 2,359,378 2,706,388 11% 100% 122 TOTAL PROGRAM EXPENSE Forestry Program 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 939,317 982,347 993,038 901,143 1,120,174 13% 41% Personnel Benefits 434,629 433,684 393,864 385,351 437,901 11% 16% Operating Expenses 255,087 247,945 538,574 543,008 580,708 8% 21% Contractual Services 34,337 31,493 26,452 26,452 33,845 28% 1% Repairs & Maintenance 59,177 106,408 123,486 158,094 155,958 26% 6% Commodities 1,530 3,265 3,416 3,416 3,750 10% 0% Other Expenses 709 649 - - - 0% 0% Capital Outlay 133 - 1,102 - 1,102 0% 0% Capital Reserves - - 36,874 18,450 12,449 -66% 0% Internal Transfers 393,109 564,510 323,466 323,466 360,501 11% 13% Total 2,118,029 2,370,301 2,440,271 2,359,378 2,706,388 11% 100% PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Personnel Wages 993,038 901,143 1,120,174 13% Increase in seasonal staff and larger allocation of PW admin costs Personnel Benefits 393,864 385,351 437,901 11% Increase in seasonal staff and larger allocation of PW admin costs Repairs & Maintenance 123,486 158,094 155,958 26% Increase due to deferred 2020/2021 tree planting programs being partially reestablished in 2022 Capital Reserves 36,874 18,450 12,449 -66% Lower overall reserve contributions in 2022 Internal Transfers 323,466 323,466 360,501 11% Larger proportionate share of allocated costs 123 KEY PERFORMANCE MEASURES Tree Services Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Cycle Tree Trimming Program (each) 4,350 4,253 3,850 2920 4250 Tree Removals (each) 200 370 576 300 415 Tree Replacement (each) 200 420 2 251 510 Property and Parkway Maintenance Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Parkway Restoration (square feet) 43,828 60,472 58,771 78,184 65,809 Landscape Maintenance (hours) 836 203 353 909 488 Natural Area Maintenance Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Natural Area Maintenance(acres) 25 25 25 25 35 Natural Area Conversion(acres) 10 3 1 1 10 124 PROGRAM AREA: ENGINEERING MAJOR SERVICES Infrastructure Maintenance Developments Project Management PROGRAM CHANGES OF NOTE Continued implementation of the Village’s major initiatives with the Infrastructure Modernization Program and partnering with State and County agencies to improve major routes within the Village including the next phase of Lake Cook Road. Infrastructure Maintenance, 24% Developments, 22% Project Management, 54% Staff Time by Service 700000 750000 800000 850000 900000 950000 1000000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget Property Tax, 11.25% Income & Use Tax, 20.46% State Sales Tax, 41.95% Utility Taxes, 30.73% Building Fees, 6.86% Allocation of Revenue BG IS COMMITTED TO… Program oversight by the Public Works Department Maintaining all the roadways, sidewalks, bike paths and utilities within the Village Reviewing new developments and redevelopments throughout the Village Overseeing all intergovernmental infrastructure projects 125 SERVICE: INFRASTRUCTURE MAINTENANCE The Engineering Division manages the planning and repair of the Village’s streets, sidewalks, curbs and gutter, bike paths, water main, sanitary sewer, and storm sewer. Infrastructure Maintenance 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 131,251 137,933 139,249 126,660 156,781 13% 63% Personnel Benefits 60,279 60,557 54,437 53,476 60,240 11% 24% Operating Expenses 1,144 1,422 2,013 1,868 2,311 15% 1% Contractual Services 4,706 4,258 3,774 3,774 4,778 27% 2% Repairs & Maintenance 79 145 171 212 215 25% 0% Other Expenses 73 67 - - - 0% 0% Capital Outlay 14 - 114 - 114 0% 0% Capital Reserves - - 5,794 2,887 1,972 -66% 1% Internal Transfers 25,824 36,833 21,530 21,530 24,334 13% 10% Total 223,370 241,215 227,082 210,407 250,745 10% 100% SERVICE: DEVELOPMENTS The Engineering Division reviews all proposed residential and commercial developments for compliance with the Village Code. The Division will also perform construction inspection of all aspects of a development, both private and public. Developments 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 100,179 104,827 105,951 96,173 119,490 13% 63% Personnel Benefits 45,751 45,672 41,450 40,565 46,070 11% 24% Operating Expenses 893 1,181 1,480 1,329 1,738 17% 1% Contractual Services 3,556 3,260 2,741 2,741 3,506 28% 2% Repairs & Maintenance 57 105 124 151 155 25% 0% Other Expenses 73 67 - - - 0% 0% Capital Outlay 14 - 114 - 114 0% 0% Capital Reserves - - 4,187 2,047 1,478 -65% 1% Internal Transfers 18,846 26,694 15,919 15,919 18,241 15% 10% Total 169,368 181,807 171,967 158,925 190,792 11% 100% 126 SERVICE: PROJECT MANAGEMENT This service provides for the ongoing supervision of village projects, including components of the Infrastructure Modernization Program. Additional support services, such as building permit review, drainage issues with residents, regulatory compliance, completing Cartegraph work orders, and customer service, are also classified herein. Project Management 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 267,403 281,726 284,216 258,836 319,690 12% 62% Personnel Benefits 123,213 124,234 111,065 109,344 122,588 10% 24% Operating Expenses 2,298 2,744 4,189 3,957 4,748 13% 1% Contractual Services 9,646 8,661 7,910 7,910 9,957 26% 2% Repairs & Maintenance 168 307 361 449 453 26% 0% Other Expenses 122 112 - - - 0% 0% Capital Outlay 23 - 190 - 190 0% 0% Capital Reserves - - 12,077 6,126 3,967 -67% 1% Internal Transfers 53,965 77,261 44,665 44,665 50,095 12% 10% Total 456,838 495,045 464,672 431,287 511,688 10% 100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Infrastructure Maint. 223,370 241,215 227,082 210,407 250,745 10% 26% Developments 169,368 181,807 171,967 158,925 190,792 11% 20% Project Management 456,838 495,045 464,672 431,287 511,688 10% 54% Total 849,576 918,067 863,721 800,619 953,225 10% 100% 127 TOTAL PROGRAM EXPENSE Engineering Program 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 498,832 524,486 529,416 481,669 595,961 13% 63% Personnel Benefits 229,243 230,463 206,952 203,385 228,898 11% 24% Operating Expenses 4,335 5,347 7,682 7,154 8,797 15% 1% Contractual Services 17,908 16,179 14,425 14,425 18,241 26% 2% Repairs & Maintenance 304 557 656 812 823 25% 0% Other Expenses 269 246 - - - 0% 0% Capital Outlay 51 - 418 - 418 0% 0% Capital Reserves - - 22,058 11,060 7,417 -66% 1% Internal Transfers 98,635 140,788 82,114 82,114 92,670 13% 10% Total 849,576 918,067 863,721 800,619 953,225 10% 100% PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Personnel Wages 529,416 481,669 595,961 13% PW admin related increase allocated to Engineering Personnel Benefits 206,952 203,385 228,898 11% PW admin related increase allocated to Engineering Capital Reserves 22,058 11,060 7,417 -66% Lower overall reserve contributions in 2022 128 KEY PERFORMANCE MEASURES Asset Management Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Improve 6 miles of Roads (miles) 6 2.0 4.87 4.0 3.2 Inspect 1/3 of Village Sidewalks 100,000 LF 54,000 55,000 20,000 55,000 Televise 2% of Sanitary Sewer within Cook County 10,000 LF 0 2,500 9,700 10,000 Televise 5% of Sanitary Sewer within Lake County 50,000 LF 0 12,350 500 25,000 Developments Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Development Reviews (hours) 1,000 1,200 1,500 1,200 1,200 Project Management Benchmark 2019 Actual 2020 Actual 2021 Estimated Actual 2022 Estimate Engineering Division Projects (hours) 800 1000 900 1,000 1,000 129 INTERNAL SERVICE FUND: BUILDING MAINTENANCE The Building Maintenance Section provides a clean, healthy, safe, and efficient working environment in facilities, public areas and meeting places. This section is responsible for maintaining approximately 200,000 square feet of occupied building space as well as 2,700 streetlights. Major activities include HVAC, plumbing and electrical repairs, streetlight maintenance, and building custodial service contract administration. BUILDING MAINTENANCE REVENUES Building Maintenance Fund - Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Building Maintenance Fund Revenue 1,324,424 1,736,848 1,784,915 1,784,915 1,756,824 -2% Total Revenue 1,324,424 1,736,848 1,784,915 1,784,915 1,756,824 -2% - 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 1,800,000 2,000,000 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget Building Maintenance Fund Expenditures 130 PROGRAM AREA: SUPPORT VILLAGE OPERATIONS This program focuses on the maintenance of all HVAC units, electrical, plumbing, and flooring. It also supports the yearly elevator and all fire alarm inspections, sprinkler testing, streetlight maintenance, custodial contract management and construction project management inside Village facilities. This area includes Building Maintenance staff’s daily activities, which include inspection of all building systems. Building Maintenance Fund - Expense 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Personal Wages 412,124 452,263 464,063 462,563 483,293 4% Personnel Benefits 197,535 206,927 209,166 208,016 214,522 3% Operating Expenses 249,467 343,977 313,465 314,035 334,340 7% Contractual Services 21,556 19,702 22,968 22,968 28,691 25% Repairs & Maintenance 262,321 432,208 395,434 395,434 427,311 8% Commodities 148,817 249,876 229,581 249,413 241,153 5% Other Expenses 2,515 3,903 - - - 0% Capital Outlay - - 325 - - -100% Capital Reserves - - 19,127 - - -100% Internal Transfers 25,169 27,991 27,086 27,086 27,514 2% Total Expenses 1,319,504 1,736,848 1,681,215 1,679,515 1,756,824 4% VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Capital Reserves 19,127 - - -100% Capital Reserve transfer was zeroed in both 2021 Actual and 2022 Budget to match past practice in this Internal Service Fund. 131 INTERNAL SERVICE FUND: CENTRAL GARAGE The Central Garage Section provides for the maintenance, repair and acquisition of the Village fleet consisting of 166 vehicles and 83 pieces of equipment. These services are provided in support of all Village departments during both normal hours and after hours emergencies. Success is achieved through a blended service delivery model including central garage staff and a combination of contractual services. Staffing for the “valleys” and contracting for the “peaks” allows for optimal financial stewardship of available resources, while providing the highest level of service to our fleet needs. Service excellence and customer satisfaction are continuously improved upon through review of procedures, staffing, technology, training, maintenance contracts and efficiency. CENTRAL GARAGE REVENUE Central Garage Fund -Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Central Garage Fund Revenue 2,402,906 2,139,431 1,524,802 1,524,802 1,628,681 7% Total Revenue 2,402,906 2,139,431 1,524,802 1,524,802 1,628,681 7% - 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget Central Garage Fund Expenditures 132 PROGRAM AREA: SUPPORT VILLAGE OPERATIONS The Central Garage Section supports each Village Department with cost-effective maintenance for each vehicle, and piece of equipment. The garage provides mechanical service year-round twenty-four hours a day, with a technician assigned on call for afterhours emergencies. Specialized services are contracted on an as-needed basis. The Central Garage will continue to monitor and evaluate existing maintenance contracts, and possible future contracts and partnerships for service improvements and or cost savings. Central Garage Fund -Expense 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Personal Wages 570,444 551,351 481,389 481,958 508,710 6% Personnel Benefits 217,508 216,026 189,733 206,827 228,208 20% Operating Expenses 34,047 26,845 21,705 21,705 24,450 13% Contractual Services 22,023 20,099 26,118 26,118 34,360 32% Repairs & Maintenance 730,983 593,787 744,077 731,673 787,250 6% Commodities 4,591 4,391 5,000 6,998 13,000 160% Other Expenses - 106 - - - 0% Capital Outlay 787,606 690,695 18,743 - - -100% Capital Reserves - 1,695 5,075 - - -100% Internal Transfers 30,629 34,437 32,962 32,962 32,703 -1% Total Expenses 2,397,831 2,139,431 1,524,802 1,508,241 1,628,681 7% VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Personnel Benefits 189,733 206,827 228,208 20% Health coverage costs related to a full time promotion from part time Capital Outlay 18,743 - - -100% Capital Vehicle/Equip budgeted in capital Vehicle/Equip fund 133 PARKING LOT FUND The Parking Lot Fund provides for the accounting of both revenues and expenditures related to the operation of the commuter station parking lot at the Canadian National/METRA site. The Village has invested significant resources to modernize the Metra parking lot payment system. Commuters have the option to pay with cash or credit card at the terminals located in the Metra station. Additionally, payments are accepted through the website of the automated fare box company or through an app on supporting smart phone devices. PARKING LOT FUND: REVENUE The Village maintains and collects fees that support the Parking Lot Fund. Revenues for commuter rail are tied directly to the economy and employment trends. Rates for daily parking are 2.00/day. The Village offers a bi-monthly prepaid parking pass for 80.00 and an annual pass for 450.00, which saves commuters time and money when compared to paying a daily fee. Parking Fee revenue has declined significantly since the onset of COVID-19. As a result, a General Fund subsidy has been necessary to avoid an annual operating deficit. Parking Lot Fund - Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Parking Fees - Daily 99,849 43,890 15,000 7,500 24,000 60% Parking Fees - Passes 83,199 8,710 45,000 800 5,000 -89% Facility Rental 752 302 400 - - -100% Transfers In - 130,000 125,000 150,000 172,000 38% Total Revenue Collection 183,800 182,901 185,400 158,300 201,000 8% $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 2019 Actual 2020 Actual 2021 Budget 2021 Est. Actual 2022 Budget Parking Lot Expenditures 134 PARKING LOT FUND: EXPENDITURES Expenditures are based on projections for maintenance for the parking lot and commuter station. The largest obligation is for a land lease from Commonwealth Edison. Parking Lot Fund - Expenditures 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Operating Expenses 211,725 178,284 196,917 196,917 197,659 0% Repairs & Maintenance 20,087 - - 2,600 2,500 0% Internal Transfers 12,000 - - - - 0% Total Parking Lot Fund Expenditures 243,811 178,284 196,917 199,517 200,159 2% PROGRAM VARIANCES Variance table not needed for Metra Parking Lot Fund as all variances do not meet "less than 10% AND greater than $10,000" scope 135 BG IS SAFE Public Safety: Police - Community Services - Public Safety: Fire - Emergency Management - Building and Permits - Planning, Zoning, and Development - Environmental Health Services 136 PROGRAM AREA: PUBLIC SAFETY-POLICE MAJOR SERVICES Patrol Investigations Traffic Unit PROGRAM CHANGES OF NOTE The department recently lowered sworn staffing from 63 to 62. Currently there are 3 vacant officer positions and one open sergeant position which are budgeted for 2022. Patrol coverage will remain unchanged. Patrol, 76% Investigations, 16% Traffic Unit, 7% Staff Time by Service - 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 14,000,000 16,000,000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget Property Tax, 60% Income & Use Tax, 23% State Sales Tax, 5% Home Rule Sales Tax, 7% Allocation of Revenue BG IS COMMITTED TO… Program oversight by the Police Department Ensuring a safe community, schools, and neighborhoods Educating residents in traffic safety with the goal of reducing crashes Training all officers in Crisis Intervention to de- escalate traumatic situations Maintaining the high standards of the Commission on Accreditation for Law Enforcement 137 SERVICE: PATROL Officers assigned to patrol are the first on the scene any time a person calls 911. Patrol, along with the K - 9 Unit, responds to a multitude of calls for service, including vehicle crashes, domestic disputes, medical emergencies, and burglaries. Patrol 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 5,552,447 5,552,240 5,529,475 5,484,239 5,920,937 7% 53% Personnel Benefits 3,131,682 3,276,308 3,417,108 3,412,419 3,538,163 4% 32% Operating Expenses 428,293 359,264 335,950 285,108 324,860 -3% 3% Contractual Services 214,592 199,553 263,274 264,770 322,643 23% 3% Repairs & Maintenance 8,146 5,279 8,092 8,092 11,492 42% 0% Other Expenses 46,992 649,841 31,311 31,311 24,276 -22% 0% Capital Outlay 11,848 31 102,000 - 30,600 -70% 0% Capital Reserves - - 46,862 - 46,862 0% 0% Internal Transfers 909,740 963,203 866,069 866,069 889,128 3% 8% Total 10,303,741 11,005,719 10,600,140 10,352,008 11,108,961 5% 100% SERVICE: INVESTIGATIONS Criminal investigators follow up on criminal matters ranging from misdemeanors to felonies. Investigators are generally plain-clothes officers who utilize a variety of investigative tools. Along with the Directed Patrol Unit, they focus on drug activity and other criminal activity throughout the Village. Investigations 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 1,143,151 1,143,109 1,138,422 1,129,109 1,219,017 7% 53% Personnel Benefits 644,758 674,534 703,522 702,557 728,445 4% 32% Operating Expenses 88,179 73,967 69,167 58,700 66,884 -3% 3% Contractual Services 44,181 41,085 54,204 54,512 66,427 23% 3% Repairs & Maintenance 1,677 1,087 1,666 1,666 2,366 42% 0% Other Expenses 9,675 133,791 6,446 6,446 4,998 -22% 0% Capital Outlay 2,439 6 21,000 - 6,300 -70% 0% Capital Reserves - - 9,648 - 9,648 0% 0% Internal Transfers 187,300 198,307 178,308 178,308 183,056 3% 8% Total 2,121,361 2,265,885 2,182,384 2,131,297 2,287,141 5% 100% 138 SERVICE: TRAFFIC UNIT The Traffic Unit focuses on the education and enforcement of traffic laws in an effort to reduce the frequency and severity of traffic crashes in the Village. This team works with local schools, businesses, and the Engineering Division with the shared goal of the safer movement of pedestrians, bicycles, and vehicles throughout the Village. The crossing guards are provided via cost-sharing agreements in conjunction with School Districts 96 and 102. Traffic 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 571,576 571,555 569,211 564,555 609,509 7% 53% Personnel Benefits 322,380 337,268 351,762 351,280 364,224 4% 32% Operating Expenses 44,092 36,986 34,586 29,352 33,444 -3% 3% Contractual Services 22,090 20,542 27,102 27,256 33,213 23% 3% Repairs & Maintenance 839 544 834 834 1,184 42% 0% Other Expenses 4,839 66,922 3,224 3,224 2,500 -22% 0% Capital Outlay 1,220 3 10,500 - 3,150 -70% 0% Capital Reserves - - 4,824 - 4,824 0% 0% Internal Transfers 93,650 99,153 89,154 89,154 91,528 3% 8% Total 1,060,687 1,132,974 1,091,197 1,065,654 1,143,576 5% 100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Patrol 10,303,741 11,005,719 10,600,140 10,352,008 11,108,961 5% 76% Investigations 2,121,361 2,265,885 2,182,384 2,131,297 2,287,141 5% 16% Traffic 1,060,687 1,132,974 1,091,197 1,065,654 1,143,576 5% 8% Total 13,485,788 14,404,578 13,873,721 13,548,959 14,539,678 5% 100% 139 TOTAL PROGRAM EXPENSE Program Public Safety 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 7,267,175 7,266,903 7,237,108 7,177,902 7,749,463 7% 53% Personnel Benefits 4,098,820 4,288,110 4,472,392 4,466,256 4,630,832 4% 32% Operating Expenses 560,564 470,218 439,703 373,159 425,188 -3% 3% Contractual Services 280,864 261,180 344,580 346,538 422,283 23% 3% Repairs & Maintenance 10,663 6,910 10,592 10,592 15,042 42% 0% Other Expenses 61,507 850,554 40,981 40,981 31,774 -22% 0% Capital Outlay 15,507 41 133,500 - 40,050 -70% 0% Capital Reserves - - 61,334 - 61,334 0% 0% Internal Transfers 1,190,690 1,260,663 1,133,531 1,133,531 1,163,712 3% 8% Total 13,485,788 14,404,578 13,873,721 13,548,959 14,539,678 5% 100% VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Contractual Services 344,580 346,538 422,283 22.6% Increased insurance premium costs Other Expenses 40,981 40,981 31,774 -22.5% ID Networks RMS & Livescan fees removed Capital Outlay 133,500 - 40,050 -70.0% Lower overall reserve contributions in 2022 140 KEY PERFORMANCE MEASURES Patrol Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Crime of Opportunities Cards 1,000 1,200 1,250 1300 1350 K-9 Sniffs/Searches 200 35 70 65 70 Investigations Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Criminal Cases Cleared 157 110 141 160 170 Directed Patrol Arrests 50 n/a 40 30 35 Traffic Unit Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Crashes 1,350 1,225 1,250 1150 1250 Truck Enforcement Investigations 175 145 150 90 100 141 PROGRAM AREA: COMMUNITY SERVICES MAJOR SERVICES Community Relations PROGRAM CHANGES OF NOTE The Community Relations Unit recently moved from 3 sworn officers to 2 sworn officers and a Social Worker. Community Relations, 100% Staff Time by Service - 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 1,800,000 2,000,000 Total Expense Three Year Expenditure Trend 2020Actual 2021 Est Actual 2022 Budget Property Tax, 46% Utility Tax, 9%Intergovernmental Revenue 16% Real Estate Transfer Tax, 29% Allocation of Revenue BG IS COMMITTED TO… Program oversight by the Police Department Quick and timely responses to resident inquiries Highly trained officers to educate businesses, schools, or neighborhood groups on trending crimes A Citizen Police Academy, which explains the “ins and outs” of the police department Programs or presentations tailored to your group’s exact needs 142 SERVICE: COMMUNITY RELATIONS The Community Relations Unit, which includes the Police Social Worker, provides additional support to residents and businesses to develop relationships with the community. These services provide positive contacts to youth, elderly, and citizens in crisis. The School Resource Officer Program is provided via a cost sharing agreement with Districts 96, 102 and 214. Program Community Relations 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 898,189 898,156 894,473 887,156 957,798 7% 53% Personnel Benefits 506,595 529,990 552,767 552,008 572,349 4% 32% Operating Expenses 69,277 58,112 54,341 46,117 52,547 -3% 3% Contractual Services 34,713 32,280 42,588 42,830 52,192 23% 3% Repairs & Maintenance 1,317 854 1,308 1,308 1,858 42% 0% Other Expenses 7,600 105,095 5,064 5,064 3,926 -22% 0% Capital Outlay 1,917 5 16,500 - 4,950 -70% 0% Capital Reserves - - 7,581 - 7,581 0% 0% Internal Transfers 147,163 155,812 140,099 140,099 143,829 3% 8% Total 1,666,772 1,780,303 1,714,721 1,674,582 1,797,030 5% 100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Community Relations 1,666,772 1,780,303 1,714,721 1,674,582 1,797,030 5% 100% Total 1,666,772 1,780,303 1,714,721 1,674,582 1,797,030 5% 100% 143 TOTAL PROGRAM EXPENSE Program Community Relations 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 898,189 898,156 894,473 887,156 957,798 7% 53% Personnel Benefits 506,595 529,990 552,767 552,008 572,349 4% 32% Operating Expenses 69,277 58,112 54,341 46,117 52,547 -3% 3% Contractual Services 34,713 32,280 42,588 42,830 52,192 23% 3% Repairs & Maintenance 1,317 854 1,308 1,308 1,858 42% 0% Other Expenses 7,600 105,095 5,064 5,064 3,926 -22% 0% Capital Outlay 1,917 5 16,500 - 4,950 -70% 0% Capital Reserves - - 7,581 - 7,581 0% 0% Internal Transfers 147,163 155,812 140,099 140,099 143,829 3% 8% Total 1,666,772 1,780,303 1,714,721 1,674,582 1,797,030 5% 100% VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Capital Outlay 16,500 - 4,950 -70% Lower overall reserve contributions in 2022 KEY PERFORMANCE MEASURES Community Relations Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Community Special Events 50 115 50 115 125 Social Worker Cases 350 360 350 500 400 144 MAJOR SERVICES Fire Prevention Emergency Medical Services Fire Suppression Special Rescue Teams PROGRAM CHANGES OF NOTE The part-time Fire Inspector position has been reinstated for the 2022 budget year. Allocation of Revenue Staff Time by Service Home Rule Sales Tax, 7% State Sales Tax, 5% Ambulance Fees, 9% Special Rescue Teams, 4% Fire Prevention, 1% Income & Use Tax, 20% Property Tax, 54% Fire Suppression, 38% Emergency Medical Services, 57% P R O G R AM AR E A: P U B L I C S AF E TY-F IRE BG IS CO MMI TTED TO… Program oversight by the Fire Department Maintaining the ISO Class II designation, which places the village in the top 5% nationwide Providing access to highly specialized rescue services Ensuring high quality emergency treatment and transport services Performi ng fire inspections and plan rev iews 0 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 14,000,000 16,000,000 Total Expense Three Year Expenditure Trend 2020Actual 2021 Est Actual 2022 Budget 145 SERVICE: FIRE PREVENTION The Fire Prevention Bureau has the responsibility and authority to enter, investigate, and perform routine fire inspections of all buildings, structures, and properties in the Village except for owner-occupied residential structures. Fire Prevention 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 121,615 123,245 126,032 127,756 131,827 5% 75% Personnel Benefits 34,314 35,863 39,909 39,776 41,592 4% 24% Operating Expenses 2,655 2,003 2,212 2,098 2,050 -7% 1% Commodities 252 186 197 177 700 255% 0% Other Expenses (255) 1,023 333 629 400 20% 0% Total 158,580 162,320 168,684 170,436 176,569 5% 100% SERVICE: EMERGENCY MEDICAL SERVICES The Fire Department is dedicated to increasing survival and reducing disability from out-of-hospital emergencies by providing the highest quality patient care in the pre-hospital setting. Emergency Medical Svc 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 3,878,823 3,930,810 4,019,712 4,074,708 4,204,540 5% 54% Personnel Benefits 1,933,746 2,021,017 2,249,020 2,241,513 2,343,866 4% 30% Operating Expenses 199,672 150,676 166,378 157,768 154,175 -7% 2% Contractual Services 147,231 199,235 161,196 161,196 200,640 24% 3% Repairs & Maintenance 24,952 17,593 24,530 19,991 24,530 0% 0% Commodities 21,908 16,189 17,172 15,455 60,960 255% 1% Other Expenses (22,421) 89,888 29,266 55,223 35,140 20% 0% Capital Reserves - - 126,797 - 64,881 -49% 1% Internal Transfers 755,922 757,603 700,822 700,822 675,366 -4% 9% Total 6,939,831 7,183,011 7,494,893 7,426,676 7,764,098 4% 100% 146 SERVICE: FIRE SUPPRESSION Suppression services are the most visible and familiar services of any fire department. Fire Suppression and Rescue services are provided 24 hours a day, 7 days a week. Services are provided by three shifts, each working 24 hours on and having 48 hours off. Fire Suppression 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 2,517,020 2,550,755 2,608,445 2,644,132 2,728,382 5% 54% Personnel Benefits 1,266,304 1,323,453 1,472,760 1,467,843 1,534,869 4% 31% Operating Expenses 103,717 78,267 86,423 81,950 80,084 -7% 2% Contractual Services 98,155 132,824 107,464 107,464 133,761 24% 3% Repairs & Maintenance 15,278 10,773 15,020 12,241 15,020 0% 0% Commodities 1,093 807 856 771 3,040 255% 0% Other Expenses (12,289) 49,267 16,041 30,267 19,260 20% 0% Capital Reserves - - 84,531 - 43,254 -49% 1% Internal Transfers 503,948 505,069 467,214 467,214 450,244 -4% 9% Total 4,493,225 4,651,214 4,858,754 4,811,884 5,007,914 3% 100% SERVICE: SPECIAL RESPONSE TEAMS The Special Response Teams (SRT) respond to many and varied emergencies that strike residents of Buffalo Grove and surrounding communities. SRT consists of Haz-Mat, Water Rescue, and Rescue response capabilities, while some personnel are part of the State of Illinois Urban Search and Rescue Task Force (USAR). Special Rescue Team 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 493,419 500,032 511,341 518,337 534,853 5% 81% Personnel Benefits 84,663 88,484 98,466 98,138 102,619 4% 16% Operating Expenses 6,346 4,789 5,288 5,014 4,900 -7% 1% Repairs & Maintenance 5,951 4,196 5,850 4,768 5,850 0% 1% Commodities 1,725 1,275 1,352 1,217 4,800 255% 1% Other Expenses (2,552) 10,232 3,331 6,286 4,000 20% 1% Total 589,552 609,007 625,629 633,760 657,022 5% 100% 147 TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Fire Prevention 158,580 162,320 168,684 170,436 176,569 5% 1% Emergency Medical Services 6,939,831 7,183,011 7,494,893 7,426,676 7,764,098 4% 57% Fire Suppression 4,493,225 4,651,214 4,858,754 4,811,884 5,007,914 3% 37% Special Rescue Teams 589,552 609,007 625,629 633,760 657,022 5% 5% Total 12,181,188 12,605,553 13,147,960 13,042,756 13,605,603 3% 100% TOTAL PROGRAM EXPENSE Program Public Safety 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 7,010,876 7,104,842 7,265,531 7,364,934 7,599,602 5% 56% Personnel Benefits 3,319,027 3,468,817 3,860,155 3,847,270 4,022,946 4% 30% Operating Expenses 312,390 235,735 260,301 246,831 241,209 -7%2% Contractual Services 245,386 332,059 268,660 268,660 334,401 24% 2% Repairs & Maintenance 46,181 32,561 45,400 37,000 45,400 0% 0% Commodities 24,977 18,457 19,577 17,620 69,500 255% 1% Other Expenses (37,518) 150,410 48,972 92,405 58,800 20% 0% Capital Reserves - - 211,328 -108,135 -49%1% Internal Transfers 1,259,869 1,262,671 1,168,036 1,168,036 1,125,610 -4%8% Total 12,181,188 12,605,553 13,147,960 13,042,756 13,605,603 3% 100% VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Contractual Services 268,660 268,660 334,401 24% Increased insurance premium costs Commodities 19,577 17,620 69,500 255% Unfunded mandate costs for controlled substances safes and costs for replacement stair chairs Capital Reserves 211,328 - 108,135 -49% Lower overall reserve contributions in 2022 148 KEY PERFORMANCE MEASURES Fire Suppression Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Average training hours per person 220 287 287 280 280 Emergency Medical Services Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Average response times in minutes 4:00-6:00 minutes 04:26 04:36 4:45 4:45 Fire Prevention Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Total public attendance at educational events 10,000 Citizens 13,695 0 1,000 1,000 Special Response Teams Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Annual training hours 36 40 40 40 40 149 MAJOR SERVICES Community Emergency Response Team (CERT) /Mobilecomm PROGRAM CHANGES OF NOTE No additional personnel or programs requested in 2022. Allocation of Revenue Staff Time by Service P R O G R AM AR E A: E M E R G E N C Y M A N A G E M E NT BG IS CO MMI TTED TO… CERT/Mobilecomm, 100% Staff Time by Service 0 20,000 40,000 60,000 80,000 100,000 120,000 Total Expense Three Year Expenditure Trend 2020Actual 2021 Est Actual 2022 Budget 150 SERVICE: COMMUNITY EMERGENCY RESPONSE TEAM/MOBILECOMM The Community Emergency Response Team (CERT) program was created by the Federal Emergency Management Agency in 1993 as a means to train local volunteers to respond safely, responsibly, and effectively to emergencies. Similarly, MobileComm is a specially built vehicle that has operated as a mobile command center for large-scale community events or disasters for over 30 years. CERT/Mobilecomm 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 33,951 34,406 35,184 35,666 36,802 5% 46% Personnel Benefits 3,697 3,864 4,300 4,285 4,481 4% 6% Operating Expenses 9,972 7,525 8,309 7,879 7,700 -7%10% Commodities 539 398 423 380 1,500 255% 2% Other Expenses (6,572) 26,347 8,578 16,187 10,300 20% 13% Capital Outlay 186,500 28,574 - - - 0% 0% Capital Reserves - - 36,467 - 18,660 -49%23% Total 228,087 101,115 93,261 64,397 79,443 -15%100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary CERT/Mobilecomm 228,087 101,115 93,261 64,397 79,443 -15% 100% Total 228,087 101,115 93,261 64,397 79,443 -15% 100% TOTAL PROGRAM EXPENSE Program Emergency Management 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 33,951 34,406 35,184 35,666 36,802 5% 46% Personnel Benefits 3,697 3,864 4,300 4,285 4,481 4% 6% Operating Expenses 9,972 7,525 8,309 7,879 7,700 -7%10% Commodities 539 398 423 380 1,500 255% 2% Other Expenses (6,572) 26,347 8,578 16,187 10,300 20% 13% Capital Outlay 186,500 28,574 - - - 0% 0% Capital Reserves - - 36,467 - 18,660 -49%23% Total 228,087 101,115 93,261 64,397 79,443 -15%100% 151 PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Capital Reserves 36,467 -18,660 -49%Lower overall reserve contributions in 2022 KEY PERFORMANCE MEASURES CERT/Mobilecomm Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Average training hours per person 96 48 65 40 55 152 PROGRAM AREA: BUILDING AND PERMITS MAJOR SERVICES Property Maintenance and Rental Enforcement Permitting and Inspections PROGRAM CHANGES OF NOTE For 2022, Community Development will be refining its staffing structure by backfilling three full-time positions: Director (served by 50% of the Deputy Village Manager’s time in 2021); Deputy Director/Building Commissioner (served by a full- time Deputy Director and part-time Building Commissioner in 2021); and Permit Coordinator (served by 50% of the Administrative Services Manager’s time and a part-time Clerk in 2021). BG IS COMMITT ED TO… Program oversight by the Community Development Department Issuing an average of 3,000 commercial and building permits a year Inspecting residential rental properties Enforcing property maintenance standards across the community Providing a safe built environment in the village 0 200000 400000 600000 800000 1000000 1200000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2021 Budget Property Tax, 11% State Sales Tax, 36% Income and Use Tax, 53% Allocation of Revenue Property Maintenance and Rentals, 33% Permitting, 67% Staff Time by Service 153 SERVICE: PROPERTY MAINTENANCE AND RENTAL ENFORCEMENT This service includes all property maintenance and zoning inspections to ensure all properties within the Village are properly maintained. This service is also responsible for licensing and inspecting rental dwellings in Buffalo Grove. Property Maint and Rentals 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 249,676 232,568 189,443 185,363 195,737 3% 53% Personnel Benefits 86,147 81,377 69,336 74,736 68,076 -2%19% Operating Expenses 1,276 1,263 1,296 1,262 1,380 6% 0% Contractual Services 10,335 10,550 46,306 23,885 44,203 -5%12% Other Services - - - - - 0% 0% Repairs & Maintenance - - 1,000 - - -100%0% Commodities (1,265) 242 100 505 300 200% 0% Other Expenses - - - - - 0% 0% Capital Outlay - - - - - 0% 0% Capital Reserves - - 2,771 - 2,771 0% 1% Internal Transfers 50,476 53,321 56,171 56,171 54,439 -3%15% Total 396,644 379,320 366,423 341,922 366,906 0% 100% SERVICE: PERMITTING AND INSPECTIONS The Permitting and Inspections services include plan review, issuance of permits and inspections of all residential and commercial permits within the Village. Permitting and Inspections 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 431,512 401,944 327,413 320,360 338,290 3% 53% Personnel Benefits 150,758 142,411 121,339 130,789 119,134 -2%19% Operating Expenses 2,234 2,210 2,268 2,209 2,415 6% 0% Contractual Services 18,085 18,463 81,035 41,799 77,355 -5%12% Other Services - - - - - 0% 0% Repairs & Maintenance - - - - - 0% 0% Commodities (2,214) 423 175 884 525 200% 0% Other Expenses - - - - - 0% 0% Capital Outlay - - - - - 0% 0% Capital Reserves - - 4,849 - 4,849 0% 1% Internal Transfers 88,333 93,312 98,299 98,299 95,269 -3%15% Total 688,708 658,763 635,378 594,340 637,837 0% 100% 154 TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Property Maintenance & Rental enforcement 396,644 379,320 366,423 341,922 366,906 0% 37% Permitting and Inspections 688,708 658,763 635,378 594,340 637,837 0% 63% Total 1,085,352 1,038,083 1,001,801 936,262 1,004,743 0% 100% TOTAL PROGRAM EXPENSE Program Building and Permits 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 681,187 634,512 516,856 505,723 534,027 3% 53% Personnel Benefits 236,905 223,788 190,674 205,524 187,210 -2% 19% Operating Expenses 3,510 3,473 3,564 3,471 3,795 6% 0% Contractual Services 28,420 29,013 127,341 65,685 121,558 -5% 12% Other Services - - - - - 0% 0% Repairs & Maintenance - - 1,000 - - -100% 0% Commodities (3,479) 664 275 1,389 825 200% 0% Other Expenses - - - - - 0% 0% Capital Outlay - - - - - 0% 0% Capital Reserves - - 7,620 - 7,620 0% 1% Internal Transfers 138,809 146,632 154,470 154,470 149,708 -3% 15% Total 1,085,352 1,038,083 1,001,801 936,262 1,004,743 0% 100% PROGRAM VARIANCES Variance table not needed as all variances do not meet "less than 10% AND greater than $10,000" scope 155 KEY PERFORMANCE MEASURES Building and Permitting Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Code Enforcement Compliance Within 45 Calendar Days 90% Compliance 96% 95% 95% 95% Inspection Compliance Rate for First Inspection 75% Compliance 83% 83% 87% 87% Plan Reviews Completed Within 14 Business Days 90% Compliance 92% 95% 90% 92% 156 PROGRAM AREA: PLANNING, ZONING, DEVELOPMENT MAJOR SERVICES Planning Services and Review Planning & Zoning Commission PROGRAM CHANGES OF NOTE No program or staffing changes of note. Planning Services and Review, 75% Planning & Zoning Commission, 25% Staff Time by Service 0 0.2 0.4 0.6 0.8 1 1.2 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget Property Tax, 11% Building Fees, 75% Income and Use Tax, 2%Hotel and Motel Tax, 9% Allocation of Revenue BG IS COMMITTED TO… Program oversight by the Community Development Department Considering variances and special uses to the village code Providing guidance on development plans Leading long-term visioning and planning Updating the Comprehensive Plan 157 SERVICE: PLANNING SERVICES AND REVIEW Planning Services include reviewing new development and redevelopment proposals, implementing economic development strategies, administering the comprehensive plan, enforcing the sign code, and preparing long-range plans. This service also oversees the Village’s zoning administration. Planning 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 312,971 291,526 237,469 232,354 245,358 3% 52% Personnel Benefits 111,992 105,792 90,138 97,158 88,500 -2% 19% Operating Expenses 1,659 1,642 1,685 1,641 1,794 6% 0% Contractual Services 13,435 13,715 60,197 31,051 57,463 -5% 12% Commodities (1,645) 314 130 657 390 200% 0% Other Expenses - 72,959 - 14,512 - 0% 0% Capital Reserves - - 3,602 - 3,602 0% 1% Internal Transfers 65,619 69,317 73,022 73,022 70,771 -3% 15% Total 504,031 555,264 466,242 450,394 467,878 0% 100% SERVICE: PLANNING & ZONING COMMISSION The Planning & Zoning Commission is responsible for hearing special uses, variations and all other development proposals within the Village. This service is responsible for oversight of the Village’s Planning & Zoning Commission. PZC 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 108,336 100,913 82,201 80,431 84,932 3% 52% Personnel Benefits 38,766 36,619 31,201 33,631 30,634 -2% 19% Operating Expenses 574 568 583 568 621 6% 0% Contractual Services 4,650 4,748 20,837 10,748 19,891 -5% 12% Commodities (569) 109 45 227 135 200% 0% Capital Reserves - - 1,247 - 1,247 0% 1% Internal Transfers 22,715 23,995 25,277 25,277 24,498 -3% 15% Total 174,472 166,952 161,392 150,882 161,958 0% 100% 158 TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Planning 504,031 555,264 466,242 450,394 467,878 0% 74% PZC 174,472 166,952 161,392 150,882 161,958 0% 26% Total 678,503 722,216 627,634 601,276 629,836 0% 100% TOTAL PROGRAM EXPENSE Program Planning, Zoning and Development 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 421,307 392,439 319,670 312,784 330,290 3% 52% Personnel Benefits 150,758 142,411 121,339 130,789 119,134 -2%19% Operating Expenses 2,234 2,210 2,268 2,209 2,415 6% 0% Contractual Services 18,085 18,463 81,034 41,799 77,354 -5%12% Commodities (2,214) 423 175 884 525 200% 0% Other Expenses - 72,959 - 14,512 - 0% 0% Capital Reserves - - 4,849 - 4,849 0% 1% Internal Transfers 88,333 93,312 98,299 98,299 95,269 -3%15% Total 678,503 722,216 627,634 601,276 629,836 0% 100% PROGRAM VARIANCES Variance table not needed as all variances do not meet "less than 10% AND greater than $10,000" scope 159 KEY PERFORMANCE MEASURES Planning, Zoning and Development Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Special uses and variation cases initially requested that go before the Planning and Zoning Commission 50% Compliance 50% 53% 54% 50% Special uses and variation cases that that go before the Planning and Zoning Commission and receive a positive recommendation for approval 97% Compliance 98% 99% 95% 97% 160 PROGRAM AREA: ENVIRONMENTAL HEALTH SERVICES MAJOR SERVICES Health Inspections PROGRAM CHANGES OF NOTE No additional personnel or programs requested in 2022. Health Inspections, 100% Staff Time by Service - 50,000 100,000 150,000 200,000 250,000 Total Expense Three Year Expenditure Trend 2020 Actual 2021 Est Actual 2022 Budget Property Tax, 89% State Sales Tax, 11% Allocation of Revenue BG IS COMMITTED TO… Program oversight by the Community Development Department Performing food and health inspections for 115 grocery and food service establishments Reducing the occurrence of food-borne illness and promote safe food practices Providing emergency services in the event of significant kitchen or restaurant fires 161 SERVICE: HEALTH INSPECTIONS Health inspections services include promoting public health and safety to prevent environmental health hazards that can lead to illness in the community. This service also oversees the mosquito abatement contract with Clarke Environmental, covering the Lake County portion of the Village. Mosquito abatement services are provided to Cook County Buffalo Grove by another agency. Health Inspections 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personal Wages 122,160 113,789 92,690 90,693 95,769 3% 41% Personnel Benefits 43,075 40,690 34,669 37,369 34,039 -2%14% Operating Expenses 50,586 50,043 51,367 50,020 54,690 6% 23% Contractual Services 5,167 5,275 23,152 11,942 22,101 -5%9% Other Services - - - - - 0% 0% Repairs & Maintenance - - - - - 0% 0% Commodities (633) 121 50 253 150 200% 0% Other Expenses - - - - - 0% 0% Capital Outlay - - - - - 0% 0% Capital Reserves - - 1,386 - 1,386 0% 1% Internal Transfers 25,238 26,661 28,086 28,086 27,220 -3%12% Total 245,593 236,579 231,400 218,363 235,355 2% 100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Health Inspections 245,593 236,579 231,400 218,363 235,355 1.7% 100% Total 245,593 236,579 231,400 218,363 235,355 1.7% 100% TOTAL PROGRAM EXPENSE Environmental Health Services 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Cost Type Summary Personnel Wages 122,160 113,789 92,690 90,693 95,769 3% 41% Personnel Benefits 43,075 40,690 34,669 37,369 34,039 -2%14% Operating Expenses 50,586 50,043 51,367 50,020 54,690 6% 23% Contractual Services 5,167 5,275 23,152 11,942 22,101 -5%9% Other Services - - - - - 0% 0% Repairs & Maintenance - - - - - 0% 0% Commodities (633) 121 50 253 150 200% 0% Other Expenses - - - - - 0% 0% Capital Outlay - - - - - 0% 0% Capital Reserves - - 1,386 -1,386 0% 1% Internal Transfers 25,238 26,661 28,086 28,086 27,220 -3%12% Total 245,593 236,579 231,400 218,363 235,355 2% 100% 162 PROGRAM VARIANCES Variance table not needed for CD - Environmental Health Services section as all variances do not meet "less than 10% AND greater than $10,000" scope KEY PERFORMANCE MEASURES Environmental Health Services Benchmark 2019 Actual 2020 Actual 2021 Est Actual 2022 Estimate Food Establishment Compliance Rate for First Inspection 85% Compliance 89% 90% 90% 90% 163 E NTERPRISE FUNDS Golf Course Funds - Water & Sewer Operating - Refuse Fund 164 ENTERPRISE FUND: WATER AND SEWER The Village accrues revenue from the metered sale of water along with sanitary sewer treatment fees collected and remitted to Lake County. In 2020,a fixed facility fee of $17.39 was added to all utility bills to fund infrastructure replacement. The combined water and sewer rate will increase four percent in 2022 to $7.65/1,000 gallons. The water rate is $6.13 and sewer is $1.52. The combined rate will continue to increase four percent each year. The rate recommendations were the result of the twenty-year proforma analysis, which is updated and reviewed annually. Over the last three years, water usage has stabilized and no significant growth in consumption was factored for FY 2022. Effective January 1, 2022, Lake County residents pay an increased rate for sanitary sewer treatment at a rate of $6.19 per 1,000 gallons of metered water, as set by Lake County. The Village bills on behalf of the County to save on administrative costs and remits payment to Lake County. Cook County residents pay for sanitary sewer treatment through a property tax levied by the Metropolitan Water Reclamation District of Chicago. The largest expenditures from this fund are paid to Lake County Public Works for sanitary services and the Northwest Water Commission for the purchase of treated water. The staffing summary and staff time by functional area can be found under the Public Works department. A detailed list of water/ sewer capital projects can be found in Section 6: Capital Improvement Budget WATER FUND REVENUE Water Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Building Fees - Water Service 15,978 13,236 15,000 45,248 15,000 0% Sales of Water 5,978,569 5,950,164 7,012,500 9,038,032 9,383,832 25% Investment Revenue 51,313 110,214 60,500 -39,696 -52% All Other Revenue 358,069 458,429 - 350,803 20,000 - Transfers In - - - 4,057,473 3,653,677 - Total 6,403,929 6,532,043 7,088,000 13,491,556 13,112,205 46% 165 SERVICE: CUSTOMER SERVICE METERS This program provides for the repair, maintenance and associated customer service functions required for the management of approximately 13,000 meters which track water consumption across the Village. On average this program utilizes 25% of staff time and resources, which is reflected in the Village’s asset management program. Meter Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary Personal Wages 209,422 204,843 215,851 257,637 229,328 6% 20% Personnel Benefits 76,478 77,206 76,792 89,581 81,730 6% 7% Operating Expenses 7,606 8,303 7,517 7,412 7,829 4% 1% Contractual Services 6,661 7,041 14,672 14,672 18,666 27% 2% Other Services - - - - - 0% 0% Repairs & Maintenance 1,805 2,227 3,157 3,106 10,410 230% 1% Commodities 9,401 10,060 10,544 11,235 10,925 4% 1% Other Expenses 203,540 196,483 19,688 9,844 19,688 0% 2% Capital Outlay 23 -190 - 190 0% 0% Capital Reserves - - 1,615 - - -100%0% Operating Transfers 239,400 387,263 610,488 610,488 605,388 -1%53% Debt Service 15,381 14,496 59,147 59,147 59,147 0% 5% Internal Transfers 106,680 80,055 81,246 98,717 105,830 30% 9% Total 876,398 987,976 1,100,908 1,161,840 1,149,131 4% 100% 166 SERVICE: PUMPAGE & PURIFICATION This service area provides for the repair, maintenance, and operations of the Village’s pumping and purification facilities and infrastructure. The Village owns four water pumping stations and reservoirs, all equipped with a deep well for backup emergency use. Commodities, such as chlorine used for water treatment, are charged to this program. On average this program utilizes 25% of staff time and resources, which is reflected in the Village’s asset management program. Pumpage and Purification 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary Personal Wages 209,422 204,843 215,851 257,637 229,328 6% 4% Personnel Benefits 76,478 77,206 76,792 89,581 81,730 6% 1% Operating Expenses 1,738,414 1,781,876 1,757,644 1,799,024 1,769,329 1% 29% Contractual Services 6,661 7,041 14,672 14,672 18,666 27% 0% Other Services - - - - - 0% 0% Repairs & Maintenance 71,434 87,955 124,567 122,934 411,610 230% 7% Commodities 201,446 215,575 225,949 240,756 234,105 4% 4% Other Expenses 203,540 196,483 19,688 9,844 19,688 0% 0% Capital Outlay 41,397 154,524 1,331,913 924,414 2,322,624 74% 39% Capital Reserves - - 4,095 - - -100%0% Operating Transfers 239,400 387,263 610,488 610,488 605,388 -1%10% Debt Service 30,761 28,991 118,294 118,294 118,294 0% 2% Internal Transfers 219,875 163,868 165,912 202,474 215,273 30% 4% Total 3,038,828 3,305,626 4,665,865 4,390,120 6,026,035 29% 100% 167 SERVICE: DISTRIBUTION This program provides for the repair, maintenance, and operation of the water distribution system, consisting of 182 miles of watermain, 2,566 fire hydrants, and 2,162 water valves. Annual tasks completed in this section include fire hydrant flow testing and flushing, valve turning and exercising, system repairs, assisting contractors on new watermain installations, and addressing approximately 56 service interruptions. On average this program utilizes 50% of staff time and resources, which is reflected in the Village’s asset management program. In an effort to improve upon the distribution system integrity and reliability, the Village is pioneering a Smart Water System project through Aquify, a subsidiary of Exelon. This system divides the Village into sections which are monitored remotely using Artificial Intelligence (AI) to help find leaks in the system before an emergency happens, minimizing system-wide water loss or interruptions. Distribution 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary Personal Wages 377,937 369,284 390,199 478,669 415,252 6% 5% Personnel Benefits 135,650 138,682 137,194 163,938 145,223 6% 2% Operating Expenses 24,076 25,180 24,170 24,461 24,591 2% 0% Contractual Services 12,057 12,689 28,969 28,969 36,646 27% 0% Other Services - - - - - 0% 0% Repairs & Maintenance 15,446 19,022 26,943 26,582 89,010 230% 1% Commodities 3,330 3,564 3,735 3,980 3,870 4% 0% Other Expenses 406,948 392,844 39,375 19,688 39,375 0% 0% Capital Outlay 96,562 360,557 3,107,544 2,156,967 5,419,202 74% 68% Capital Reserves - - 55,990 - - -100%0% Operating Transfers 478,800 774,525 1,220,975 1,220,975 1,210,775 -1%15% Debt Service 107,664 101,470 414,029 414,029 414,029 0% 5% Internal Transfers 194,086 144,773 146,623 178,836 190,339 30% 2% Total 1,852,557 2,342,590 5,595,746 4,717,092 7,988,312 43% 100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary Meter Service 876,398 987,976 1,100,908 1,161,840 1,149,131 4% 8% Distribution 3,038,828 3,305,626 4,665,865 4,390,120 6,026,035 29% 40% Pumpage and Purification 1,852,557 2,342,590 5,595,746 4,717,092 7,988,312 43% 53% Total 5,767,782 6,636,191 11,362,519 10,269,052 15,163,478 33% 100% 168 TOTAL PROGRAM EXPENSE Program Water 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary Personnel Wages 796,782 778,970 821,901 993,943 873,908 6% 6% Personnel Benefits 288,606 293,094 290,779 343,101 308,683 6% 2% Operating Expenses 1,770,097 1,815,359 1,789,331 1,830,897 1,801,749 1% 12% Contractual Services 25,379 26,770 58,313 58,313 73,978 27% 0% Other Services - - - - - 0% 0% Repairs & Maintenance 88,685 109,205 154,668 152,622 511,030 230% 3% Commodities 214,177 229,199 240,229 255,972 248,900 4% 2% Other Expenses 814,028 785,809 78,751 39,376 78,751 0% 1% Capital Outlay 137,982 515,081 4,439,647 3,081,381 7,742,016 74% 51% Capital Reserves - - 61,700 - - -100%0% Operating Transfers 957,600 1,549,051 2,441,951 2,441,951 2,421,551 -1%16% Debt Service 153,805 144,957 591,470 591,470 591,470 0% 4% Internal Transfers 520,641 388,696 393,780 480,026 511,442 30% 3% Total 5,767,782 6,636,191 11,362,519 10,269,052 15,163,478 33% 100% PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Contractual Services 58,313 58,313 73,978 27% Increase insurance premium costs Repairs & Maintenance 154,668 152,622 511,030 230% $300,000 pumping station 6 grant work; $80,000 for maintenance and rebuild for 50% of pump barrels Capital Outlay 4,439,647 3,081,381 7,742,016 74% Continued bond related proceeds improvement work Capital Reserves 61,700 - - -100% No contributions to General Fund capital reserves moving 2022 onward Internal Transfers 393,780 480,026 511,442 30% Higher allocation of internal service fund expenses 169 SEWER FUND REVENUE Sewer Revenue 2018 Actual 2019 Actual 2020 Budget 2020 Est Actual 2021 Budget % Change FY22-FY21 Lake County Sewer Tap On Fees 222,080 134,042 100,000 258,497 100,000 0% Village Sewer Tap On Fees 250 300 1,000 1,855 1,000 0% Village Sewer Fees 1,449,345 1,440,448 1,697,000 1,700,000 1,672,726 -1% Lake County Sewer Sanitary Sewer Service 3,166,560 3,125,575 3,500,000 3,006,491 3,554,700 2% Transfers In - - - 1,738,917 2,435,784 100% Totals 4,838,236 4,700,365 5,298,000 6,705,760 7,764,210 32% SERVICE: SEWERAGE SYSTEM MAINTENANCE This service provides a full inspection, cleaning, and maintenance on the sanitary sewer system every six years. Other activities in the program include repairing or replacing sanitary sewer pipe, repairing or replacing manholes, and cleaning of the sanitary sewer system. On average this program utilizes 60% of staff time and resources, which is reflected in the Village’s asset management program. System Operations and Maint 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary Personal Wages 228,183 223,150 235,261 282,245 250,027 6% 5% Personnel Benefits 114,369 116,573 115,471 137,196 122,388 6% 2% Operating Expenses 18,349 19,311 18,379 18,532 18,762 2% 0% Contractual Services 9,399 9,906 21,925 21,925 27,788 27% 1% Other Services - - - - - 0% 0% Repairs & Maintenance 3,499 4,313 6,111 6,021 20,170 230% 0% Commodities 1,634,483 1,749,123 1,833,296 1,953,436 1,899,470 4% 38% Other Expenses 488,313 471,390 47,250 23,625 47,250 0% 1% Capital Outlay 45,994 171,694 1,479,882 1,027,127 2,580,672 74% 52% Capital Reserves - - 14,562 - - -100% 0% Operating Transfers - - - - - 0% 0% Debt Service - - - - - 0% 0% Internal Transfers 36,990 28,454 29,121 34,837 38,450 32% 1% Total 2,579,579 2,793,912 3,801,259 3,504,944 5,004,977 32% 100% 170 SERVICE: SEWAGE LIFT STATION MAINTENANCE This program includes scheduled preventative maintenance of the sanitary system and daily verification on the SCADA program, which monitors lift stations twenty-four hours a day, seven days a week. On average this program utilizes 35% of staff time and resources, which is reflected in the Village’s asset management program. Lift Stations 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary Personal Wages 150,151 147,005 154,528 179,894 163,934 6% 3% Personnel Benefits 73,926 74,555 74,187 86,375 78,992 6% 2% Operating Expenses 47,937 49,630 48,298 49,160 48,875 1% 1% Contractual Services 6,009 6,359 12,946 12,946 16,495 27% 0% Other Services - - - - -0%0% Repairs & Maintenance 4,566 5,627 7,972 7,858 26,320 230% 1% Commodities 1,668,537 1,785,565 1,871,493 1,994,135 1,939,045 4% 38% Other Expenses 284,905 275,029 27,563 13,782 27,563 0% 1% Capital Outlay 45,994 171,694 1,479,882 1,027,127 2,580,672 74% 51% Capital Reserves - - 16,312 - - -100%0% Operating Transfers - - - - -0%0% Debt Service - - - - -0%0% Internal Transfers 197,710 147,457 149,333 182,157 193,843 30% 4% Total 2,479,737 2,662,920 3,842,514 3,553,435 5,075,739 32% 100% 171 SERVICE: UNDERGROUND UTILITY LOCATING This service requires up to five utility locates per each request: water main, sanitary sewer main, storm sewer main, streetlights and buffalo box. Locates are completed by Village staff to ensure that no buried infrastructure is damaged during repair and/or excavation by the Village, residents, or contractors. In the past three years, the Village has received 30,410 locate requests. On average this service utilizes 1.25 full time equivalent (FTE) employees and resources, which is reflected in the Village’s asset management program. Utility Locate 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary Personal Wages 56,513 55,630 57,648 57,074 60,622 5% 53% Personnel Benefits 25,393 24,132 24,645 25,387 26,915 9% 24% Operating Expenses 1,035 1,569 872 610 1,141 31% 1% Contractual Services 1,942 2,102 2,171 2,171 2,944 36% 3% Other Services - - - - - 0% 0% Repairs & Maintenance 57 75 110 99 340 209% 0% Commodities 73 78 82 87 85 4% 0% Other Expenses 40,810 39,390 3,938 1,969 3,938 0% 3% Capital Outlay 23 - 190 - 190 0% 0% Capital Reserves - - 70 - - -100% 0% Operating Transfers - - - - - 0% 0% Debt Service - - - - - 0% 0% Internal Transfers 15,612 12,624 13,131 15,241 17,780 35% 16% Total 141,459 135,601 102,857 102,638 113,955 11% 100% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary System Operations and Maint 2,579,579 2,793,912 3,801,259 3,504,944 5,004,977 32% 49% Lift Stations 2,479,737 2,662,920 3,842,514 3,553,435 5,075,739 32% 50% Utility Locate 141,459 135,601 102,857 102,638 113,955 11% 1% Total 5,200,775 5,592,433 7,746,631 7,161,016 10,194,671 32% 100% 172 TOTAL PROGRAM EXPENSE Program Sewer 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Cost Type Summary Personnel Wages 434,848 425,785 447,437 519,213 474,583 6% 5% Personnel Benefits 213,689 215,260 214,304 248,958 228,295 7% 2% Operating Expenses 67,321 70,510 67,549 68,302 68,778 2% 1% Contractual Services 17,350 18,366 37,043 37,043 47,227 27% 0% Other Services - - - - -0%0% Repairs & Maintenance 8,122 10,014 14,192 13,978 46,830 230% 0% Commodities 3,303,093 3,534,766 3,704,871 3,947,659 3,838,600 4% 38% Other Expenses 814,028 785,809 78,751 39,376 78,751 0% 1% Capital Outlay 92,011 343,387 2,959,955 2,054,254 5,161,534 74% 51% Capital Reserves - - 30,944 - - -100%0% Operating Transfers - - - - -0%0% Debt Service - - - - -0%0% Internal Transfers 250,313 188,534 191,585 232,235 250,073 31% 2% Total 5,200,775 5,592,433 7,746,631 7,161,016 10,194,671 32% 100% PROGRAM VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Contractual Services 37,043 37,043 47,227 27% Increased insurance premium costs Repairs & Maintenance 14,192 13,978 46,830 230% Increased water & sewer lift stations' M&R costs Capital Outlay 2,959,955 2,054,254 5,161,534 74% Continued bond related proceeds improvement work Capital Reserves 30,944 - - -100% Lower overall reserve contributions in 2022 Internal Transfers 191,585 232,235 250,073 31% Higher allocation of internal service fund expenses 173 ENTERPRISE FUND: GOLF The Village operates two municipal golf courses, the Arboretum Club and the Buffalo Grove Golf Course, each with their own fund. The overall objective of the funds is to maintain the quality of two 18-hole golf courses, a driving range and practice areas in a manner that is enjoyable to the patron and to enhance the enjoyment of the game. Pro shop activities provide support services to the patron in the form of retail sales. Expenditures that exceed revenues are funded through an operating transfer from the General Fund. 1,373,100 1,114,507 1,298,810 1,389,029 129,794 - 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 BGGC Revenue BGCG Expense Arboretum Revenue Arboretum Expense 2021 Estimated Actual Revenue and Expenditures Revenue Subsidy Expense 174 PROGRAM AREA: BUFFALO GROVE GOLF COURSE Built in 1965 and purchased by the Village in 1977, the Buffalo Grove Golf Club features bent grass greens that are complemented with bluegrass fairways and tees. A mix of mature trees, sand and water will challenge shot-making abilities of all skill levels. Buffalo Grove Golf Club can be played from 6,883 yards to as short as 5,983 yards. The course offers three sets of tees. Course amenities include a driving range, chipping green, putting green, pro shop, locker rooms, and a full service restaurant operated by a private contractor. BUFFALO GROVE GOLF COURSE: REVENUE Buffalo Grove Golf Course: Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22- FY21 Charges for Service 1,014,846 1,177,091 1,180,400 1,373,100 1,357,700 15% Other Revenue (336) (872) - - - 0% Operating Transfer 158,960 - - - - 0% Total 1,173,469 1,176,219 1,180,400 1,373,100 1,357,700 15% BUFFALO GROVE GOLF COURSE: EXPENSE 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Personal Wages 275,533 282,270 296,766 296,766 307,745 4% Personnel Benefits 72,089 73,676 72,725 72,725 66,244 -9% Operating Expenses 542,644 559,570 551,234 551,234 576,116 5% Contractual Services 21,512 5,393 17,605 17,605 17,605 0% Repairs & Maintenance 12,553 17,908 26,000 34,153 26,000 0% Commodities 13,623 - - - - 0% Other Expenses 111,639 93,042 - - - 0% Capital Outlay 3,278 - 5,000 5,000 100,000 1900% Operating Transfer 70,600 - - - - 0% Internal Transfers 126,873 128,116 137,024 137,024 135,064 -1% Total 1,250,344 1,159,976 1,106,354 1,114,507 1,228,774 11% 175 PROGRAM AREA: ARBORETUM CLUB The Arboretum Club opened in 1990. The 27,000 square foot clubhouse has spacious locker rooms and a pro shop offering a fine selection of clubs, shoes, golf apparel, and accessories. In 2021, the Village Board entered into a lease with WJ Golf who will be converting the banquet space into an interactive golf simulator business. WJ Golf will also operate a new restaurant and bar concept to serve both golfers and the community. The new lease will significantly increase revenues to the Arboretum Club. ARBORETUM CLUB: REVENUE Arboretum Club: Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Charges for Service 1,025,074 1,293,424 1,152,110 1,298,810 1,353,035 17% Operating Transfer 292,452 - 129,794 129,794 - -100% Total 1,317,526 1,293,424 1,281,904 1,428,604 1,353,035 6% ARBORETUM CLUB: EXPENSE Arboretum Club: Expense 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Personal Wages 153,336 155,531 174,895 174,895 182,676 4% Personnel Benefits 21,981 23,554 22,032 22,032 26,837 22% Operating Expenses 864,107 895,880 889,116 900,116 929,866 5% Contractual Services 1 - 302 302 384 27% Repairs & Maintenance 6,003 16,249 19,000 19,000 19,000 0% Commodities 17,975 - - - - 0% Other Expenses 433,961 365,900 - - 460,000 0% Capital Outlay 21,359 6,879 40,000 145,000 315,000 688% Operating Transfer 10,000 - - - - 0% Internal Transfers 159,361 121,164 127,684 127,684 126,017 -1% Total 1,688,084 1,585,157 1,273,029 1,389,029 2,059,780 62% 176 BUFFALO GROVE GOLF COURSE VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Capital Outlay 5,000 5,000 100,000 1900% Capital improvements planned in 2022 ARBORETUM CLUB VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Capital Outlay 40,000 145,000 315,000 688% Capital improvements and facilities work related to new tenant Other Expenses - - 460,000 Village reimbursement for tenant improvements. 177 ENTERPRISE FUND: REFUSE The Refuse Fund was established as required by a project use agreement between the Village and the Solid Waste Agency of Northern Cook County (SWANCC). The fund accounts for all user fees collected on behalf of SWANCC for transfer and waste disposal services. The budget is based on the FY 2021-22 commitment by the Village of an estimated 16.5 tons of refuse to be processed at a rate of $49.09/ton. The Village has a contract with Waste Management for refuse services. This contract was renegotiated in 2019 and extends through April 30, 2024. Waste Management has been the Village’s hauling provider since 2012 through two separate contract amendments and extensions during that time. Waste Management’s At Your Door Special Collection allows BG residents to schedule pick-up for hazardous and difficult-to -recycle materials, such as electronics, televisions, and chemicals. The effective rates are noted below. PROGRAM CHANGES OF NOTE Pick-up Services May 1, 2021 – April 30, 2024 Rates * Single Family Unit unlimited solid waste, recycling and yard waste with cart $24.80/month Single Family Unit (Most Common) unlimited solid waste, recycling and yard waste without cart $23.70/month Multifamily Unit/Central Container unlimited solid waste and recycling $17.40/month Additional Weekly Pickup $5.04/month *Services provided by the Solid Waste Agency of Cook County (SWANCC), which are $6.15 per single family household, per month, and $5.05 per month for multi-family residents, are included in the above rates. Waste Management offers a price reduction of 10% for senior citizens. This discount does not apply to the SWANCC fee discussed above. 178 REFUSE: REVENUE Refuse Fund - Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 All Other Revenue 1,058,282 1,148,303 1,085,000 1,060,000 1,180,400 9% Total Revenue Collection 1,058,282 1,148,303 1,085,000 1,060,000 1,180,400 9% REFUSE: EXPENSE Refuse Fund - Expenditures 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Other Expenses 816,849 803,999 837,663 850,000 997,415 19% Internal Transfers 600,000 375,000 200,000 200,000 275,000 38% Total 1,416,849 1,178,999 1,037,663 1,050,000 1,272,415 23% Expenditures that exceed revenues are funded through fund equity. REFUSE FUND VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Other Expenses 837,663 850,000 997,415 19% Higher SWANCC fees assessed to the Village Internal Transfers 200,000 200,000 275,000 38% Higher contribution to Debt Service Fund 179 CAPITAL IMPROVEMENT BUDGET Capital Improvement Request Summary - Reserve for Capital Replacement: Vehicles - Detailed Project Sheets - Capital Projects: Facilities Fund - Capital Projects: Streets Fund - Non-Operating Transfers 180 CAPITAL IMPROVEMENT PROGRAM The Capital Improvement Program (CIP) is a twenty-year plan that is intended to be a decision- making tool for the Village Board and staff. Capital improvement projects represent equipment purchases and infrastructure installation, upgrade, or replacement. The need for capital expenditures are weighed against the ability of the Village to finance these projects. The Village Board’s approval of the CIP does not authorize spending on the included projects. Staff will continue to review and evaluate each project throughout the 2022 budget cycle and follow the procurement policy, including board approval for spending, for each individual project over $25,000. The Village maintains multiple capital assets and infrastructure systems that are costly to operate and replace as shown on the FY2022 budget request sheets. Each sheet includes a twenty-year forecast of funding requests for the capital project improvements. Only the funds shown in the 2022 Capital Projects Budgeted by Fund table have been included in the FY2022 budget as listed on the following pages. These budgeted items are shown as a percentage of the total CIP in the chart below. General Fund 1% Capital Projects - Facilities Fund 5% Capital Projects Streets 27% Water & Sewer Fund 63% Information Technology Fund 2% Golf Fund 2% 2022 Capital Projects Budgeted by Fund 181 2022 Capital Projects Budgeted by Fund Requested Budgeted General Fund Villagewide Comprehensive Plan (reserves) $60,000 $60,000 Fire - Radio Replacement (reserves) $54,000 $54,000 Fire – SCBA Equipment (reserves) $60,000 $60,000 Subtotal $174,000 $174,000 Capital Projects - Facilities - 150.75.560.30 Flooring Capital Replacement Projects $138,200 $108,000 Fire Station #27 Remodel $98,000 $48,000 HVAC Unit Replacements $115,000 $55,000 Roof Capital Replacement Projects $995,000 $354,000 Fire Station Sign Replacement $35,000 $0 Village Campus Long Range Planning $30,000 $15,000 Police Headquarters $125,000 $50,000 Fire Station #26 Addition/Remodel $395,200 $0 Public Works Facility $14,000,000 $0 Village Hall - Office Remodel $85,000 $0 Fire Station #25 Replacement/Remodel $400,000 $186,000 Pace/Metra Facility $70,000 $0 Police Station Entrance Sign $15,000 $0 Fuel Island Removal $200,000 $100,000 Fleet Apparatus Bay Entrance $145,000 $0 Outdoor Warning Siren Upgrades/Replacements $25,000 $25,000 Water and Truck Weighing Station $35,000 $35,000 Subtotal $16,931,400 $976,200 Capital Projects - Streets - 160.75.560.20 Annual Sidewalk Maintenance $431,000 $115,000 Annual Bike Path Maintenance $150,000 $25,860 Annual Street Maintenance $10,167,000 $1,167,000 Collector Route Maintenance & Rehabilitation Project $3,300,000 $2,650,000 Lake Cook Road Improvement $282,000 $282,000 Weiland/Prairie Road Improvements $43,000 $43,000 Municipal Parking Facility Maintenance $449,000 $20,000 Buffalo Grove Road Improvement $485,000 $485,000 Route 83 Pedestrian Overpass $80,000 $80,000 Medium and Streetscaping Improvements $70,000 $70,000 Street Light LED Conversion $240,000 $0 Stormwater Improvements $600,000 $500,000 Subtotal $16,297,000 $5,437,870 182 Water & Sewer Fund - 170.55.35.560.60/70 Capacity Management Operations and Maintenance $39,000 $39,000 Lift Station Repair and Rehabilitation $3,750,000 $3,750,000 Pump House Repairs and Upgrades $500,000 $200,000 Villagewide Sanitary Sewer Replacement $682,000 $2,674,022 Villagewide Water Main Replacement $8,270,000 $6,239,386 Subtotal $13,241,000 $12,902,408 Information Technology Fund - 155.75.560.55 Communication Software $70,000 $70,000 Server Replacements $12,500 $0 Network & Security Improvements $415,000 $360,000 Subtotal $497,500 $430,000 Golf Fund Buffalo Grove Golf Course Improvements $115,000 $100,000 Arboretum Golf Course Improvements $795,000 $315,000 Subtotal $910,000 $415,000 Total $48,050,900 $20,335,478 The Village maintains a capital reserve for vehicles and equipment, facility improvements, information technology, and infrastructure. The 2022 budget includes a $0.3 million transfer to replenish the capital reserve for the four areas. The total combined reserve for vehicles and equipment, facility improvements, information technology, and infrastructure is projected to be $14.5 million as of December 31, 2022. The infrastructure reserve includes resources in the Water and Sewer Fund and Debt Service Fund, which consists of proceeds from the 2020 Bonds. The balance also inlcudes the unused portion of $2.75 million in American Rescue Plan Funds received in FY 2021. $4,649,450 $759,500 $596,900 $8,456,044 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 VEHICLES & EQUIPMENT TECHNOLOGY BLDG CAP INFRASTRUCTURE Projected Capital Reserve Balances Year -End FY 2022 183 CAPITAL PROJECTS - EQUIPMENT AND VEHICLES The Village maintains specialized capital equipment for five divisions; Police, Fire, Public Works, Engineering, and Community Development. When a vehicle or piece of equipment is acquired, a projected life span is assigned and amortization costs are calculated based on past performance of vehicles or equipment of similar class that are in current inventory. CAPITAL PROJECTS E&V: REVENUE COLLECTION Capital Projects Vehicles & Equipment Fund - Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Operating Transfers - 1,350,000 1,969,850 1,969,850 2,205,000 12% All Other Revenue - - - - -0% Total Revenue - 1,350,000 1,969,850 1,969,850 2,205,000 12% CAPITAL PROJECTS E&V EXPENDITURES The Village maintains a capital replacement fund with the intent to fund the amortization on each vehicle. Ideally, when vehicles are scheduled for replacement the replacement cost will be fully funded. Each replacement vehicle or equipment purchase must go through the procurement process including Board authorization to bid and award of bid. This ensures that the procurement remains consistent with the budget and that identified funding is available at the time of purchase. Capital Projects Vehicles & Equipment Fund - Expenditures 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Capital Outlay -1,332,255 1,969,850 1,969,850 2,205,000 12% Total Expenditures -1,332,225 1,969,850 1,969,850 2,205,000 12% VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Capital Outlay 1,969,850 1,969,850 2,205,000 12% Increase in needs for vehicle and equipment replacement 184 RESERVES FOR VEHICLE REPLACEMENT Unit Description of Current Unit Department Projected 2022 Replacement Cost 218 KME Predator 2007 Fire 482,000 225 Freightliner 2015 Fire 190,000 248 Ford F-250 2008 Fire 80,000 G17 Station 27 Emergency Generator Fire 75,000 712 Patrol Squads – 2018 Ford Explorer Police 50,000 725 Patrol Squads – 2017 Ford Explorer Police 50,000 728 Patrol Squads – 2017 Ford Explorer Police 50,000 745 Investigation – 2011 Jeep Liberty Police 35,000 749 Investigation – 2013 Buick Regal Police 35,000 TR33 Speed Alert Trailer Police 8,000 417 Ford F-450 Dump 2011 Forestry 100,000 472 Ford F-350 2008 Building Maintenance 80,000 415 Ford F-450 Dump 2011 Street 115,000 428 International 7400 2007 Street 118,000 456 Ford F-550 2011 Water 93,000 453 Ford F-350 Utility Body 2008 Drainage 100,000 Total 1,661,000 PLANNED CAPITAL RESERVE REPLACEMENTS BY DEPARTMENT Department 2022 2023 2024 2025 2026 Sub-total OVM -15,000 - - -15,000 Fire 827,000 705,000 935,000 600,000 950,000 4,017,000 Police 228,000 450,000 314,000 445,000 475,000 1,912,000 Comm Development - - - - 45,000 45,000 Engineering - - - - - - Building Maintenance 80,000 - - - - 80,000 Streets 223,000 335,000 255,000 125,000 280,000 1,110,000 Forestry 100,000 455,000 240,000 220,000 110,000 1,125,000 Drainage 100,000 - - - - 100,000 Water 93,000 126,000 53,000 60,000 173,000 631,000 Sanitary Sewer - - - 100,000 100,000 200,000 Total 1,661,000 2,086,000 1,797,000 1,550,000 2,133,000 9,235,000 185 The table below shows the projected reserves for vehicle replacement through 2026. It is important to note that the reserve be funded in order to minimize impact on future budgets. 0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 2021 2022 2023 2024 2025 2026 Projected Reserve Balance -Vehicles 186 CAPITAL IMPROVEMENT REQUEST SUMMARY The programs that were requested to be included as part of the FY 2022 Capital Improvement Program (CIP) total $48,050,900 and are shown below in the ‘2022 Capital Project Request by Category’ pie chart and are listed in the ‘CIP Project List by Priority’ chart as shown below. Each sheet shows a twenty-year projection and relevant information for each CIP request. Water & Sanitary Sewer, 28% Building and Grounds, 35% Golf Course Improvements, 2% Streets, Sidewalk, & Bikepath, 33% Stormwater Management, 1% Technology, 2% FY 2022 Capital Project Request by Category 187 Village of Buffalo Grove FY 2022 CIP Project Request List By Priority Project #Priority Title Priority 1 - Mandatory 3005 1 Lake Cook Road Improvement 282,000$ 3006 1 Weiland/Prairie Road Improvements 43,000$ 3008 1 Buffalo Grove Road Improvement 485,000$ 3010 1 Aptakisic Road Improvement -$ 3014 1 Arlington Heights Road Improvement -$ 6001 1 Capacity Management Operations and Maintenance 39,000$ Priority 1 Subtotal 849,000$ Priority 2 - Essential 1005 2 HVAC Unit Replacements 115,000$ 1012 2 Public Works Facility 14,000,000$ 4001 2 Stormwater System Improvements 600,000$ 5006 2 Police Mobile Computers -$ 5007 2 Server Replacements 12,500$ 5010 2 Network & Security Improvements 415,000$ 5012 2 Fire - Cardiac Monitors -$ 5014 2 Fire - SCBA Equipment 60,000$ 5015 2 Fire - Extrication Equipment -$ 6002 2 Lift Station Repair and Rehabilitation 3,750,000$ Priority 2 Subtotal 18,952,500$ Priority 3 - Sustaining 1004 3 Fire Station #27 Remodel 98,000$ 1006 3 Roof Capital Replacement Projects 995,000$ 1011 3 Fire Station #26 Addition/Remodel 395,200$ 1017 3 Fuel Island Removal 200,000$ 3001 3 Annual Sidewalk Maintenance 431,000$ 3002 3 Annual Bike Path Maintenance 150,000$ 3003 3 Annual Street Maintenance 10,167,000$ 3004 3 Collector Route Maintenance & Rehabilitation Project 3,300,000$ 3007 3 Municipal Parking Facility Maintenance 449,000$ 3009 3 Route 83 Pedestrian Overpass 80,000$ 5013 3 Fire - Radio Replacement 54,000$ 6003 3 Pump House Repairs and Upgrades 500,000$ 6004 3 Villagewide Sanitary Sewer Replacement 682,000$ 6005 3 Villagewide Water Main Replacement 8,270,000$ Priority 3 Subtotal 25,771,200$ Priority 4 - Contributory 1001 4 Villagewide Comprehensive Planning and Design 60,000$ 1003 4 Flooring Capital Replacement Projects 138,200$ 1007 4 Fire Station Sign Replacement 35,000$ 1008 4 Village Campus Long Range Planning 30,000$ 1010 4 Police Headquarters 125,000$ 1013 4 Village Hall - Office Remodel 85,000$ 1014 4 Fire Station #25 Replacement/Remodel 400,000$ 1015 4 Pace/Metra Facility 95,000$ 1016 4 Police Station Entrance Sign 15,000$ 1018 4 Fleet Apparatus Bay Entrance 145,000$ 1019 4 Outdoor Warning Siren Upgrades/Replacements 25,000$ 1020 4 Water and Truck Weighing Station 35,000$ 2004 4 Buffalo Grove Golf Course Improvements 115,000$ 2005 4 Arboretum Golf Course Improvements 795,000$ 3011 4 Median and Street Scaping Improvements 70,000$ 3013 4 Street Light LED Conversion 240,000$ 5004 4 Communication Software 70,000$ Priority 4 Subtotal 2,478,200$ Total 48,050,900$ 188 Villagewide Comprehensive Planning and Design Project #1001 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 10 Years Origination Planning Tool User Department Community Development Coordinator Community Development Current Budget 75,000$ Initial Proposal Date 2018 Design Work 2019-2022 Project Work N/A Location Recurrence 2030 Asset Valuation N/A Last Deferred N/A Last Incurred 2021 Fund General Fund Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ 53,500$ 150,000$ 103,620$ 180,000$ 487,120$ 2022 2023 2024 2025 2026 Short Term Short Term 60,000$ -$ -$ -$ -$ 60,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 250,000$ -$ -$ 250,000$ 60,000$ 310,000$ 10 Year Financial Trend Financial Impact Planning Document Issue The Village Board and staff are in the process of updating the Village’s Comprehensive Plan. Solution Completing this task would fulfill goals and recommendations in both the Economic Development Plan and the Village’s Strategic Plan. This is a multi-year project that began in 2019 and is continuing into 2022 due to the COVID-19 delay. The Comprehensive Plan project will include a village-wide analysis, vision, and plan; a deeper dive analysis and plan for the Milwaukee Avenue and Dundee Road corridors; and design guidelines for the Lake Cook Corridor. CIP $- $50,000 $100,000 $150,000 $200,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 189 Flooring Capital Replacement Projects Project #1003 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 10 Years Origination Major Maintenance User Department PW Coordinator PW Current Budget 70,000$ Initial Proposal Date 2015 Design Work 2018 Project Work 2022 Location Recurrence Yearly Asset Valuation 1,200,000$ Last Deferred 2019-2021 Last Incurred 2021 Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical 159,033$ 82,768$ 98,154$ -$ 45,000$ 384,955$ 2022 2023 2024 2025 2026 Short Term Short Term 138,200$ 20,000$ 20,000$ 20,000$ 20,000$ 218,200$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 250,000$ 250,000$ 250,000$ 750,000$ 218,200$ 968,200$ 10 Year Financial Trend Financial Impact Village Buildings Issue On average, carpet is 4-6 years past the date it was scheduled to be replaced. Solution 2022 proposed work includes recently deferred projects: Village Hall carpet and tile ($60k), PSC ($15k), PD basement tile ($70k), and FS #26 tile ($20). CIP $- $50,000 $100,000 $150,000 $200,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 190 Fire Station #27 Remodel Project #1004 Category 1-Buildings and Grounds Priority 3-Sustaining Useful Life 20 Years Origination Major Maintenance User Department Fire Coordinator Fire Current Budget -$ Initial Proposal Date 2016 Design Work 2024 Project Work 2025 Location Recurrence 2045 Asset Valuation 2,130,066$ Last Deferred 2018-2021 Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 98,000$ -$ 88,000$ 880,000$ -$ 1,066,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 1,066,000$ 1,066,000$ 10 Year Financial Trend Financial Impact Fire Station #27 Issue Fire Station 27 was built in 1993 as a full time fire station and is the newest of the three fire stations. The 2014 and 2017 space needs assessments, both defined the need for renovated space and a fire sprinkler installation on the first floor. Solution For 2022, the apparatus bay concrete floors need to be re- epoxied (48k), windows replaced ($30k) and a traffic signal loop for exiting onto Rt. 22 is proposed ($20k). A moderate renovation of the residential space is proposed with design in 2024 ($88k) and construction in 2023 ($880k). CIP $- $200,000 $400,000 $600,000 $800,000 $1,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 191 HVAC Unit Replacements Project #1005 Category 1-Buildings and Grounds Priority 2-Essential Useful Life 18 Years Origination Major Maintenance User Department PW Coordinator PW Current Budget 50,000$ Initial Proposal Date 2015 Design Work 2021 Project Work 2022 Location Recurrence 2040 Asset Valuation 1,580,038$ Last Deferred 2018-2021 Last Incurred 2021 Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical 550,000$ 263,541$ -$ -$ 50,000$ 863,541$ 2022 2023 2024 2025 2026 Short Term Short Term 115,000$ 150,000$ 120,000$ 120,000$ 120,000$ 625,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 250,000$ 250,000$ 250,000$ 750,000$ 625,000$ 1,375,000$ 10 Year Financial Trend Financial Impact Village Facilities Issue The Village maintains 61 HVAC units in total and more than half are currently exceeding their 18 year life expectancy. Solution 2022 Requests include HVAC for Well #7 RTU ($35k), Police Department damper control system ($20k), and Well #7 (35k). 2023 includes Fire Stations 25, 27 and the BG Youth Center CIP $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 192 Roof Capital Replacement Projects Project #1006 Category 1-Buildings and Grounds Priority 3-Sustaining Useful Life 30 Years Origination Major Maintenance User Department PW Coordinator PW Current Budget 89,000$ Initial Proposal Date 2014 Design Work 2018 Project Work 2022 Location Recurrence 2052 Asset Valuation 2,000,000$ Last Deferred 2018-2021 Last Incurred 2021 Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical 276,850$ -$ -$ -$ 30,000$ 306,850$ 2022 2023 2024 2025 2026 Short Term Short Term 995,000$ 450,000$ 100,000$ 100,000$ 100,000$ 1,745,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 191,800$ 250,000$ 300,000$ 741,800$ 1,745,000$ 2,486,800$ 10 Year Financial Trend Financial Impact Village Facilities Issue Roof replacement projects were identified during the 2018 roof inspection reports prepared by Industrial Roofing Services. Solution For 2022, work is planned to include deferred work from 2019 at the Village Hall ($90k), Police Department including skylight repairs and replacement ($435K), Public Service Center ($330k), Fire Station #26 storage shed ($15k), Well #1 ($50k) and Well #7 ($75k). CIP $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 193 Fire Station Sign Replacement Project #1007 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 20 Years Origination Major Maintenance User Department Fire Coordinator Fire Current Budget -$ Initial Proposal Date 2016 Design Work 2022 Project Work 2022 Location Recurrence 2042 Asset Valuation -$ Last Deferred 2017-2021 Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 35,000$ 35,000$ 35,000$ -$ -$ 105,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 105,000$ 105,000$ 10 Year Financial Trend Financial Impact Fire Stations 25, 26 and 27 Issue All of the wooden signs at Fire Station #26 have rotted away and have been removed and there are no signs identifying it as a Village building. Solution Proposed replacement with a masonry sign with an electronic message board sign at Fire Station 26 in 2022, Fire Station 27 in 2023 and FS 25 in 2024 ($35k each). CIP $- $10,000 $20,000 $30,000 $40,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 194 Village Campus Long Range Planning Project #1008 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 10 years Origination Planning Tool User Department Community Development Coordinator Community Development Current Budget -$ Initial Proposal Date 2017 Design Work 2020-2022 Project Work N/A Location Recurrence As Needed Asset Valuation N/A Last Deferred N/A Last Incurred 2020 Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical 20,000$ -$ 8,641$ 9,000$ -$ 37,641$ 2022 2023 2024 2025 2026 Short Term Short Term 30,000$ -$ -$ -$ -$ 30,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 30,000$ 30,000$ 10 Year Financial Trend Financial Impact Village Campus Planning Issue Several buildings on the Village Campus are nearing the end of their useful life and do not fit the space or configuration required for current Village operations. Solution In 2017, the Village used Wold Architects to begin a space needs assessment of the current buildings. In 2019 the Village began to evaluate solutions for facility options, with work planned to continue into 2022. CIP $- $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 195 Police Headquarters Project #1010 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 15 Years Origination Major Maintenance User Department Police Coordinator PW Current Budget -$ Initial Proposal Date 2019 Design Work 2022 Project Work 2022 Location Recurrence 2037 Asset Valuation 8,542,704$ Last Deferred 2019-2021 Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 125,000$ -$ -$ -$ 9,540,000$ 9,665,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 850,000$ -$ -$ 850,000$ 9,665,000$ 10,515,000$ 10 Year Financial Trend Financial Impact Police Headquarters Issue Police Headquarters was originally built in 1988, with the last major addition in 1997. Major maintenance and remodeling are required. Solution For 2022, two areas of deferred work are proposed. A remodel is proposed to reconfigure both locker room shower areas to add privacy and replace original plumbing ($50k). The outside patio needs concrete sections replaced and a landscape wall is needed to keep dirt off the walkway and patio ($50k). An area outisde the east entrance is proposed to be removed and replaced to provide motorcycle and bicycle parking ($25k). A major renovation/building addition is proposed in 2026. CIP $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 196 Fire Station #26 Addition/Remodel Project #1011 Category 1-Buildings and Grounds Priority 3-Sustaining Useful Life 20 Years Origination Major Maintenance User Department Fire Coordinator Fire Current Budget -$ Initial Proposal Date 2019 Design Work 2022 Project Work 2022 Location Recurrence 2042 Asset Valuation 3,202,902$ Last Deferred 2019-2021 Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 395,200$ 3,020,000$ -$ -$ -$ 3,415,200$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ 250,000$ 250,000$ 3,415,200$ 3,665,200$ 10 Year Financial Trend Financial Impact Fire Station 26 Issue Fire Station 26 was built in 1980. The fire station has been remodeled a number of times including an administrative wing addition in 1993. The 2014 and 2017 space needs assessments, both defined the need for both renovated and additional space. Solution Wold Architects recommended a major renovation and addition in 2017. This is proposed at $310k for design in 2022 and $3.02 million for construction in 2023. In 2022, $25k is proposed for window replacement and $60k is proposed for epoxy floor replacement if not approved for a renovation. CIP $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 197 Public Works Facility Project #1012 Category 1-Buildings and Grounds Priority 2-Essential Useful Life 40 Years Origination New User Department PW Coordinator PW Current Budget -$ Initial Proposal Date 2007 Design Work 2022 Project Work 2022-2023 Location Recurrence 2062 Asset Valuation 6,656,826$ Last Deferred 2007-2021 Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 14,000,000$ 14,000,000$ -$ -$ -$ 28,000,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ 250,000$ 250,000$ 28,000,000$ 28,250,000$ 10 Year Financial Trend Financial Impact TBD Issue The Public Service Center was constructed in 1976, with major remodeling in 1988 and 1992. Major building additions have been deferred since 2007. Solution Public Works has outgrown both its facility and the yard space available on the current parcel as documented in the 2017 Facility Space Needs Assessment. This project would move Public Works to a new site, with all associated land acquisition, land development, and building expenses. Land acquisition, planning and engineering are programmed for 2022, with major facility construction programmed to continue into 2023. CIP $- $5,000,000 $10,000,000 $15,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 198 Village Hall - Office Remodel Project #1013 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 20 Years Origination Major Maintenance User Department OVM Coordinator PW Current Budget -$ Initial Proposal Date 2019 Design Work 2022 Project Work 2022 Location Recurrence 2042 Asset Valuation 3,626,916$ Last Deferred 2019-2021 Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 85,000$ -$ -$ -$ 4,300,000$ 4,385,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 4,385,000$ 4,385,000$ 10 Year Financial Trend Financial Impact Village Hall Issue Village Hall was built in 1970 and underwent major renovations in 1988 and 1993. With the OVM office area due for remodeling, rearrangement of workspaces and security improvements through keycard access control are requested. Solution 2022 proposed projects include design work, construction, and key card access control for the building ($70k). Audio Visual Equipment is proposed for the Emergency Operation Center in 2022 ($15k). CIP $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 199 Fire Station #25 Replacement/Remodel Project #1014 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 40 Years Origination Major Maintenance User Department Fire Coordinator Fire Current Budget -$ Initial Proposal Date 2019 Design Work 2022 Project Work 2023 Location Recurrence 2063 Asset Valuation 1,813,050$ Last Deferred 2019-2021 Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 400,000$ 3,500,000$ -$ -$ -$ 3,900,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 3,900,000$ 3,900,000$ 10 Year Financial Trend Financial Impact Fire Station 25 Issue The station was built in 1972 and the surrounding infrastructure was built before that. It had major renovations in 1992, 1997, and 2004. As the Buffalo Grove community grew, the current location is not optimal for fire and EMS response times and is in need of remodeling or relocation. Solution Fire Station 25 is being proposed to be relocated to a location to be determined. This would provide a building that would be more energy efficient, designed for its intended purpose as a full time fire station, and it would better serve the citizens by being better located for the current Buffalo Grove boundaries. The design is proposed to start in 2022 ($400k) and construction in 2023 ($3.5 million). CIP $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 200 Pace/Metra Facility Project #1015 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 15 Years Origination Major Maintenance User Department PW Coordinator PW Current Budget -$ Initial Proposal Date 2020 Design Work 2022 Project Work 2022 Location Recurrence 2037 Asset Valuation -$ Last Deferred 0 Last Incurred N/A Fund Metra Parking Fund Account Number 120.81.535.25 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 95,000$ -$ -$ -$ -$ 95,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 95,000$ 95,000$ 10 Year Financial Trend Financial Impact Metra Train Station Area Issue Ongoing maintenance of the Pace/Metra facility is needed, including parking lots, grounds, and buildings. Solution For 2022, funds are requested for the entrance sign replacement ($25k), bus shelter replacement ($25k), landscaping repair ($10k), fence repairs ($15k) and a camera security system replacement ($20k) CIP $- $20,000 $40,000 $60,000 $80,000 $100,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 201 Police Station Entrance Sign Project #1016 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 20 Years Origination New User Department PD Coordinator PD Current Budget -$ Initial Proposal Date 2020 Design Work 2022 Project Work 2022 Location Recurrence 2042 Asset Valuation N/A Last Deferred N/A Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 15,000$ -$ -$ -$ -$ 15,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 15,000$ 15,000$ 10 Year Financial Trend Financial Impact Police Station Main Entrance Issue Due to the current design of the station/parking lot, the main entrance is difficult to locate without a sign. A lighted sign will also help citizens, who are sometimes in a frantic state, easily locate the police department at night or in poor weather conditions. Solution A new lighted sign is proposed at the main entrance to the building CIP $- $5,000 $10,000 $15,000 $20,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 202 Fuel Island Removal Project #1017 Category 1-Buildings and Grounds Priority 3-Sustaining Useful Life 30 Years Origination Major Maintenance User Department PW Coordinator PW Current Budget -$ Initial Proposal Date 2020 Design Work 2022 Project Work 2022 Location Recurrence 0 Asset Valuation 800,000$ Last Deferred N/A Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 200,000$ -$ -$ 300,000$ -$ 500,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 500,000$ 500,000$ 10 Year Financial Trend Financial Impact Public Service Center Issue The existing underground storage tanks were installed in 1994 and the manufacturer's certification will end in 2024. Solution The tanks have reached the end of their useful life and are being proposed to be removed in 2022 ($200k). A fuel card system is proposed to replace the tanks to reduce costs, with further evaluation of fueling options to occur as part of the overall facility planning. CIP $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 203 Fleet Apparatus Bay Entrance Project #1018 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 40 Years Origination New User Department PW Coordinator PW Current Budget -$ Initial Proposal Date 2020 Design Work 2020 Project Work 2022 Location Recurrence 0 Asset Valuation N/A Last Deferred N/A Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 145,000$ -$ -$ -$ -$ 145,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 145,000$ 145,000$ 10 Year Financial Trend Financial Impact Public Service Center Issue The current design of the garage does not allow large vehicles includeing fire appartus to be pulled into the maintenance area without maneuvering a tight corner. Solution Installation of two north facing garage doors and associated driveway is proposed. This would allow vehicles to pull straight into the bay area designated for large vehicles. CIP $- $50,000 $100,000 $150,000 $200,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 204 Outdoor Warning Siren Upgrades/Replacements Project #1019 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 30 Years Origination New User Department Fire Coordinator Fire Current Budget -$ Initial Proposal Date 2021 Design Work 2022 Project Work 2022 Location Recurrence 2052 Asset Valuation 440,000$ Last Deferred N/A Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 25,000$ 30,000$ -$ 25,000$ -$ 80,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 50,000$ 50,000$ -$ 100,000$ 80,000$ 180,000$ 10 Year Financial Trend Financial Impact Various Locations Issue The Village has 8 outdoor warning sirens that are reaching the end of their expected thirty year life cycles. Solution A multi-year plan to replace/upgrade will start in 2022 and replace them at approximately 30 years of serice life for $25k each. In addition, two sirens need their solar power supplies replaced with AC power for reliability in 2023 ($30K) CIP $- $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 205 Water and Truck Weighing Station Project #1020 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 30 Years Origination Major Maintenance User Department PW/PD Coordinator PW Current Budget -$ Initial Proposal Date 2021 Design Work 2022 Project Work 2023 Location Recurrence 2053 Asset Valuation N/A Last Deferred N/A Last Incurred N/A Fund Capital Projects - Facilities Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 35,000$ 400,000$ -$ -$ -$ 435,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 435,000$ 435,000$ 10 Year Financial Trend Financial Impact Centralized Location Issue The Village will benefit from a centralized location to sell water in bulk to contractors and perform over weight truck permit enforcement. Solution Police and Public Works are teaming up to create a location for truck weight checks and water filling. The permanent scales will allow Police to weigh trucks quicker and safe, while potentially selling this service to other municipalities as well. It also allows Public Works to have an efficient and easy to use water filling station to sell water in bulk to contractors. CIP $- $100,000 $200,000 $300,000 $400,000 $500,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 206 Buffalo Grove Golf Course Improvements Project #2004 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 20 Years Origination Major Maintenance User Department Golf Coordinator Golf Current Budget -$ Initial Proposal Date 2018 Design Work 0 Project Work 2022 Location Recurrence 2042 Asset Valuation N/A Last Deferred N/A Last Incurred 2021 Fund Golf Fund Account Number 190.84.535.40 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ $ $10,270 -$ 2022 2023 2024 2025 2026 Short Term Short Term 115,000$ 35,000$ 35,000$ -$ -$ 185,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ 70,000$ -$ 70,000$ 185,000$ 255,000$ 10 Year Financial Trend Financial Impact Buffalo Grove Golf Course Issue At the Buffalo Grove Golf Course, the major infrastucture needing upgrades includes cart paths, parking lot repairs and an HVAC system. Solution In 2022, work is planned for irrigation pumps, replacement cart paths and an HVAC makeup air handler ($75K). Additional cart path repairs are planned in future years. CIP $- $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 207 Arboretum Golf Course Improvements Project #2005 Category 1-Buildings and Grounds Priority 4-Contributory Useful Life 20 Years Origination Major Maintenance User Department Golf Coordinator Golf Current Budget -$ Initial Proposal Date 2018 Design Work 0 Project Work 2022 Location Recurrence 2040 Asset Valuation N/A Last Deferred N/A Last Incurred 2021 Fund Golf Fund Account Number 190.84.535.40 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ $ $17,000 -$ 2022 2023 2024 2025 2026 Short Term Short Term 795,000$ 140,000$ 180,000$ 135,000$ 125,000$ 1,375,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 205,000$ 400,000$ -$ 605,000$ 1,375,000$ 1,980,000$ 10 Year Financial Trend Financial Impact Arboretum Golf Course Issue At Arboretum Golf Course, the major infrastructure needs include irrigation work, sand trap reconstruction, and dredging of waterways. Solution In 2022, work includes replacement/repair of cart paths, an irrigation control box and clubhouse renovation including two RTU's. In future years, additional cart path repairs will be done as well as rebuilding sand traps. CIP $- $200,000 $400,000 $600,000 $800,000 $1,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 208 Annual Sidewalk Maintenance Project #3001 Category 3-Street, Sidewalk & Bikepath Priority 3-Sustaining Useful Life 30 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 200,000$ Initial Proposal Date Ongoing Design Work 2022 Project Work Yearly Location Recurrence Yearly Asset Valuation 18,000,000$ Last Deferred 2020 Last Incurred 2021 Fund Capital Projects - Streets Account Number 160.75.560.20 Fund Code MFT Eliglbe (Estimated) 2017 2018 2019 2020 2021 Historical Historical 150,000$ 187,015$ 186,798$ 198,030$ 175,300$ 897,143$ 2022 2023 2024 2025 2026 Short Term Short Term 431,000$ 250,000$ 250,000$ 250,000$ 250,000$ 1,431,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 1,250,000$ 1,250,000$ 1,250,000$ 3,750,000$ 1,431,000$ 5,181,000$ Financial Impact Road Right of Ways Issue The Village maintains a large sidewalk system that promotes safe and accesible passage around town for our residents. A maintenance program helps keep these facilities in compliance with ADA accessible guidelines. Solution The Village's policy is to repair as many sidewalk as funding, time and manpower permits at its own discretion ($60k). New crosswalks are proposed near BGHS and Mike Rylko Park on county roads ($130k). The Village has received $241k in sidewalk grants for 2022. 10 Year Financial Trend CIP $- $100,000 $200,000 $300,000 $400,000 $500,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 209 Annual Bike Path Maintenance Project #3002 Category 3-Street, Sidewalk & Bikepath Priority 3-Sustaining Useful Life 30 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 50,000$ Initial Proposal Date Ongoing Design Work 2022 Project Work Yearly Location Recurrence Yearly Asset Valuation 9,000,000$ Last Deferred 2021 Last Incurred 2019 Fund Capital Projects - Streets Account Number 160.75.560.20 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 150,000$ 150,000$ 150,000$ 150,000$ 150,000$ 750,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 750,000$ 750,000$ 750,000$ 2,250,000$ 750,000$ 3,000,000$ 10 Year Financial Trend Financial Impact Village Right of Way Issue The Village has a large bikepath system that requires maintenance to provide safe and accesible facilities throughout Buffalo Grove. A maintenance program helps maintain compliance with ADA accessible guidelines and provides a safe and passable system for Village residents. Solution The Village's policy is to repair as many bikepaths as funding, time and manpower permits at its own discretion. CIP $- $50,000 $100,000 $150,000 $200,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 210 Annual Street Maintenance Project #3003 Category 3-Street, Sidewalk & Bikepath Priority 3-Sustaining Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 3,283,459$ Initial Proposal Date Ongoing Design Work 2022 Project Work Yearly Location Recurrence Yearly Asset Valuation 190,080,000$ Last Deferred 2021 Last Incurred 2021 Fund Capital Projects - Streets Account Number 160.75.560.20 Fund Code 2020 GO FY22 STR (Estimated) 2017 2018 2019 2020 2021 Historical Historical 1,201,000$ 1,000,000$ 1,000,000$ 4,753,000$ 3,500,000$ 11,454,000$ 2022 2023 2024 2025 2026 Short Term Short Term 10,167,000$ 12,124,000$ 12,395,000$ 12,431,000$ 12,417,000$ 59,534,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 24,755,200$ 20,000,000$ 20,000,000$ 64,755,200$ 59,534,000$ 124,289,200$ Financial Impact Village Right of Way Issue The Villages streets need to be maintained on a yearly basis. Solution The annual street maintenance and rehabilitation program is a cental piece of the annual CIP. Streets are reviewed annually and evaluated for several strategies of maintenance or improvement. The 3rd year of the Infrastructure Maintenance Program proposes $1.0 million for the Forest/Glendale project and there are $9 million in backlogged road projects. In addition, a final invoice from the state is anticipated for Raupp Blvd Bridge ($47k) and the BG RD intersection ($20k). Regular road maintenance like crack sealing ($100k) is proposed in 2022. 10 Year Financial Trend CIP $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 211 Collector Route Maintenance & Rehabilitation Project Project #3004 Category 3-Street, Sidewalk & Bikepath Priority 3-Sustaining Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 3,358,346$ Initial Proposal Date 2017 Design Work 2022 Project Work 2022-2025 Location Recurrence Yearly Asset Valuation N/A Last Deferred N/A Last Incurred 2021 Fund Capital Projects - Streets Account Number 160.75.560.20 Fund Code MFT Eliglbe (Estimated) 2017 2018 2019 2020 2021 Historical Historical 300,000$ 300,000$ 145,000$ 1,800,000$ 3,350,000$ 5,895,000$ 2022 2023 2024 2025 2026 Short Term Short Term 3,300,000$ 60,000$ 400,000$ 3,000,000$ 4,000,000$ 10,760,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 5,100,000$ 1,250,000$ 1,250,000$ 7,600,000$ 10,760,000$ 18,360,000$ Financial Impact Village Right of Way Issue The Villages streets need to be maintained on a reoccuring basis. These collector routes have the possibility of receiving federal funding. Solution These Village has several collector routes that are eligible for Federal funding for up to 80% reimbursement for design and construction. Currently, Brandywyn Lane and Thompson Blvd are being constructed in 2020-2022 with a $10 million grant. Bernard Drive began the Phase II process in 2021 with $350k in grant funding. The first two Thompson/Brandywyn contracts still have $1.93 million outstanding which will be paid from MFT reserves. 10 Year Financial Trend CIP $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 212 Lake Cook Road Improvement Project #3005 Category 3-Street, Sidewalk & Bikepath Priority 1-Mandatory Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 265,822$ Initial Proposal Date 2008 Design Work 2008-2018 Project Work 2019-2022 Location Recurrence 0 Asset Valuation N/A Last Deferred N/A Last Incurred 2021 Fund Capital Projects - Streets Account Number 160.75.560.20 Fund Code MFT Eliglbe (Estimated) 2017 2018 2019 2020 2021 Historical Historical 112,556$ 35,000$ -$ 370,000$ 265,000$ 782,556$ 2022 2023 2024 2025 2026 Short Term Short Term 282,000$ 400,000$ 40,000$ -$ -$ 722,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 722,000$ 722,000$ Financial Impact Cook County Right of Way Issue The Cook County Highway Department is currently improving Lake Cook Road from Lexington Drive to Raupp Blvd. Solution The Village is responsible for a local share of the cost for such items as pedestrian facilities, street lights, and traffic signals. The costs are spread out over three years to reduce the per year cost to the Village and 2022 is the final year for the current project. The Village has also received a $500k Invest in Cook Grant to start the phase 1 for widening of Lake Cook Road to the west of Raupp Blvd to Arlington Heights Road. 10 Year Financial Trend CIP $- $100,000 $200,000 $300,000 $400,000 $500,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 213 Weiland/Prairie Road Improvements Project #3006 Category 3-Street, Sidewalk & Bikepath Priority 1-Mandatory Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 42,317$ Initial Proposal Date 2008 Design Work 2008-2018 Project Work 2019-2021 Location Recurrence 0 Asset Valuation N/A Last Deferred N/A Last Incurred 2021 Fund Capital Projects - Streets Account Number 160.75.560.20 Fund Code MFT Eliglbe (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ 300,000$ 400,000$ 400,000$ -$ 1,100,000$ 2022 2023 2024 2025 2026 Short Term Short Term 43,000$ 750,000$ 750,000$ -$ -$ 1,543,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 1,543,000$ 1,543,000$ Financial Impact Lake County Right of Way Issue The Lake County Department of Transportation is nearly complete with the Weiland Road project and is proposing improvements to Prairie Road in 2023 Solution The Village is responsible for a local share of the cost for such items as pedestrian facilities, street lights, and traffic signals. $43k is the remaining cost for Weiland Road in 2022. Prairie Road is proposed to be repaired in 2023 with the costs split over two years in 2023 and 2024 (750k each year). 10 Year Financial Trend CIP $- $200,000 $400,000 $600,000 $800,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 214 Municipal Parking Facility Maintenance Project #3007 Category 3-Street, Sidewalk & Bikepath Priority 3-Sustaining Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget -$ Initial Proposal Date Ongoing Design Work 2022 Project Work Yearly Location Recurrence Yearly Asset Valuation -$ Last Deferred N/A Last Incurred 2019 Fund Capital Projects - Facilities Account Number 160.75.560.20 (Estimated) 2017 2018 2019 2020 2021 Historical Historical 99,787$ 125,000$ 129,187$ 45,150$ -$ 399,124$ 2022 2023 2024 2025 2026 Short Term Short Term 449,000$ 67,400$ 42,300$ 125,000$ 125,000$ 808,700$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 625,000$ 700,000$ 750,000$ 2,075,000$ 808,700$ 2,883,700$ 10 Year Financial Trend Financial Impact Village Parking Lots Issue Routine maintenance of municipal parking facilities such as seal coating, patching, reconstruction and restriping is needed to maintain the Village's parking lots in a safe and economical way while extending their useful life cycle. Lots are inspected annually to determine each facilities needs. Solution The 2022 planned improvements include lots at the Police Station ($84k), the Public Service Center ($185k), Village Hall ($60k), Fire Station #25 ($100k), and Fire Station #26 ($20k). CIP $- $100,000 $200,000 $300,000 $400,000 $500,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 215 Buffalo Grove Road Improvement Project #3008 Category 3-Street, Sidewalk & Bikepath Priority 1-Mandatory Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 484,952$ Initial Proposal Date 2020 Design Work 2019 Project Work 2020-2021 Location Recurrence 0 Asset Valuation N/A Last Deferred N/A Last Incurred 2021 Fund Capital Projects - Streets Account Number 160.75.560.20 Fund Code MFT Eliglbe (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ 479,600$ 480,000$ 959,600$ 2022 2023 2024 2025 2026 Short Term Short Term 485,000$ -$ -$ -$ -$ 485,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 485,000$ 485,000$ Financial Impact County Right of Way Issue The Lake County Highway Department completed the improvement of Buffalo Grove Road from Deerfield Parkway to Route 22. Solution The Village is responsible for a local share of the cost for such items as pedestrian facilities, street lights, and traffic signals. The local share is approximately $1.5 million and was split over three years. 2022 is the last year for this cost. 10 Year Financial Trend CIP $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 216 Route 83 Pedestrian Overpass Project #3009 Category 3-Street, Sidewalk & Bikepath Priority 3-Sustaining Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget -$ Initial Proposal Date 2020 Design Work 0 Project Work 2022 Location Recurrence 2042 Asset Valuation 1,000,000$ Last Deferred 0 Last Incurred N/A Fund Capital Project - Facilities Account Number 160.75.560.20 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 80,000$ -$ -$ -$ -$ 80,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 80,000$ 80,000$ 10 Year Financial Trend Financial Impact State Right of Way Issue The pedestrian overpass at Route 83 is required to be inspected every 4 years and the inspection reveals that the bridge needs to be repainted. Repairs are shared 50% with the Park District per agreement Solution The project would be bid and awarded for completion in 2022. CIP $- $20,000 $40,000 $60,000 $80,000 $100,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 217 Aptakisic Road Improvement Project #3010 Category 3-Street, Sidewalk & Bikepath Priority 1-Mandatory Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget -$ Initial Proposal Date 2019 Design Work 2022 Project Work 2022 Location Recurrence 0 Asset Valuation N/A Last Deferred 0 Last Incurred N/A Fund Capital Project - Facilities Account Number 160.75.560.20 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term -$ 150,000$ 150,000$ -$ -$ 300,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 300,000$ 300,000$ 10 Year Financial Trend Financial Impact Lake County Right of Way Issue The Lake County Highway Department is planning on improving Aptakisic Road from Buffalo Grove Road to Route 83 Solution The Village is responsible for a local share of the cost for such items as pedestrian facilities, street lights, and traffic signals. The local share is estimated to be $300k. CIP $- $50,000 $100,000 $150,000 $200,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 218 Median and Street Scaping Improvements Project #3011 Category 3-Street, Sidewalk & Bikepath Priority 4-Contributory Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget -$ Initial Proposal Date 2021 Design Work 0 Project Work 2022 Location Recurrence Yearly Asset Valuation N/A Last Deferred 0 Last Incurred N/A Fund Capital Project - Facilities Account Number 160.75.560.20 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 70,000$ 30,000$ -$ -$ -$ 100,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 100,000$ 100,000$ 10 Year Financial Trend Financial Impact State, County or Village Right of Ways Issue The medians and road right-of-ways need regular maintenance and beautification Solution The Village is creating a native landscape vegetation management plan for improving and maintaining medians around the Village ($40k). Two medians within the Railroad Quiet Zone need to be removed and replaced to the required height and the Village is proposing native landscaping instead of concrete medians ($30k each in 2022 and 2023). CIP $- $20,000 $40,000 $60,000 $80,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 219 Street Light LED Conversion Project #3013 Category 3-Street, Sidewalk & Bikepath Priority 4-Contributory Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget -$ Initial Proposal Date 2022 Design Work 0 Project Work 2022 Location Recurrence 2042 Asset Valuation 23,854,665$ Last Deferred 0 Last Incurred N/A Fund Capital Project - Facilities Account Number 160.75.560.20 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 240,000$ 65,000$ 210,000$ -$ -$ 515,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 515,000$ 515,000$ 10 Year Financial Trend Financial Impact State or County Right of Ways Issue The Village replaced all of the street lights on local streets previously. The street lights on other agency roads still need to be replaced with LED light bulbs which reduce energy and maintenance costs Solution The Village is proposing to replace all of the High Pressure Sodium lights with LED lights on other agency roads within the next three years. CIP $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 220 Arlington Heights Road Improvement Project #3014 Category 3-Street, Sidewalk & Bikepath Priority 1-Mandatory Useful Life 20 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget -$ Initial Proposal Date 2021 Design Work 2022 Project Work 2024 Location Recurrence 0 Asset Valuation N/A Last Deferred 0 Last Incurred N/A Fund Capital Project - Facilities Account Number 160.75.560.20 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term -$ -$ 750,000$ 750,000$ -$ 1,500,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 1,500,000$ 1,500,000$ 10 Year Financial Trend Financial Impact County Right of Way Issue The Lake County Highway Department is planning on improving Arlington Heights Road from Lake Cook Road to Route 83 Solution The Village is responsible for a local share of the cost for such items as pedestrian facilities, street lights, and traffic signals. The local share is estimated to be $1.5 million and includes the local street reconstruction north of Route 83. CIP $- $200,000 $400,000 $600,000 $800,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 221 Stormwater System Improvements Project #4001 Category 4-Storm Water Management Priority 2-Essential Useful Life 50 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 70,000$ Initial Proposal Date Ongoing Design Work 2021-2022 Project Work 2022 Location Recurrence Yearly Asset Valuation 250,078,002$ Last Deferred N/A Last Incurred 2021 Fund General Fund Account Number 160.75.560.20 Fund Code 2020 GO FY22 STR (Estimated) 2017 2018 2019 2020 2021 Historical Historical 402,239$ 349,660$ 220,407$ 260,600$ 565,000$ 1,797,906$ 2022 2023 2024 2025 2026 Short Term Short Term 600,000$ 400,000$ 400,000$ 400,000$ 400,000$ 2,200,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 2,125,000$ 2,250,000$ 2,250,000$ 6,625,000$ 2,200,000$ 8,825,000$ Financial Impact Village Easements and Rights of Way Issue The storm sewer system requires annual maintenance. Solution This program provides for the annual televising inspection program, storm sewer lining, point repairs, and replacements at priority locations within the Village's storm sewer network ($100k). This includes rear yard storm sewer repairs, repairs associated with Village and other jurisdiction road improvement projects. $500k is proposed in 2022 for stormsewer improvements associated with the Forest/Glendale improvements. 10 Year Financial Trend CIP $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 222 Communication Software Project #5004 Category 5-Technology Priority 4-Contributory Useful Life 20 Years Origination New User Department PW Coordinator IT Current Budget -$ Initial Proposal Date 2021 Design Work 0 Project Work 2022 Location Recurrence Yearly Asset Valuation N/A Last Deferred N/A Last Incurred N/A Fund IT Fund Account Number 211.92.555.40 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 70,000$ 65,000$ 65,000$ 65,000$ 65,000$ 330,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 325,000$ 325,000$ 325,000$ 975,000$ 330,000$ 1,305,000$ 10 Year Financial Trend Financial Impact Public Service Center Issue The Public Works Department desires to purchase a program that improves communication for water main breaks that can also be used for all Village communication purposes Solution The Public Works Department is proposing to purchase a communication program that will meet the Village's communication needs CIP $- $20,000 $40,000 $60,000 $80,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 223 Police Mobile Computers Project #5006 Category 5-Technology Priority 2-Essential Useful Life 5 Years Origination Scheduled Upgrades User Department Police Coordinator IT Current Budget -$ Initial Proposal Date 2019 Design Work 0 Project Work 2022 Location Recurrence 2025 Asset Valuation 120,000$ Last Deferred N/A Last Incurred 2013 Fund Supervision Fund Account Number 211.92.555.40 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ 114,000$ -$ 114,000$ 2022 2023 2024 2025 2026 Short Term Short Term -$ -$ -$ 120,000$ -$ 120,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 120,000$ 120,000$ 120,000$ 360,000$ 120,000$ 480,000$ 10 Year Financial Trend Financial Impact Police Vehicles Issue Rugged laptops in the Police vehicles are on a 5 year replacement schedule per the standards set by the GovIT Consortium. Solution There are 22 mobile laptops in Police vehicles that were purchased in 2020 (with mostly grant funds) and are replaced on a 5 year schedule. CIP $- $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 224 Server Replacements Project #5007 Category 5-Technology Priority 2-Essential Useful Life 5 years Origination Scheduled Upgrades User Department IT Coordinator IT Current Budget -$ Initial Proposal Date 2019 Design Work 0 Project Work 2022 Location Recurrence 2027 Asset Valuation 500,000$ Last Deferred N/A Last Incurred 2019 Fund IT Fund Account Number 211.92.555.40 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 12,500$ -$ 25,000$ -$ -$ 37,500$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 50,000$ 50,000$ 50,000$ 150,000$ 37,500$ 187,500$ 10 Year Financial Trend Financial Impact Village Network Issue Computer Server Rack Equipment is scheduled for replacement on a 5 year cycle. Solution One server is up for replacement in 2022 and two in 2024 CIP $- $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 225 Network & Security Improvements Project #5010 Category 5-Technology Priority 2-Essential Useful Life 10 Years Origination Scheduled Upgrades User Department IT Coordinator IT Current Budget 250,000$ Initial Proposal Date 2021 Design Work 0 Project Work 2022 Location Recurrence 2032 Asset Valuation 1,000,000$ Last Deferred N/A Last Incurred 0 Fund IT Fund Account Number 211.92.555.40 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ 150,000$ 150,000$ 2022 2023 2024 2025 2026 Short Term Short Term 415,000$ -$ -$ -$ -$ 415,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 200,000$ -$ -$ 200,000$ 415,000$ 615,000$ 10 Year Financial Trend Financial Impact Village Buildings Issue Network speed is currently 100 Mbps or less in many Village buildings. Increased malware issues require security upgrades and the area network needs more storage. The Laseriche program needs more storage. Solution The village network hardware needs to be upgraded to gigabite speed to keep up with software deployment, cloud based services, and to make use of the new wide area network antennas for remote site access ($150k remaining from 2021 project). Security improvements ($65k), area network storage ($85k), a NTTC Internet Connection ($60k) and Laserfiche storage ($55k) are proposed for 2022. CIP $- $100,000 $200,000 $300,000 $400,000 $500,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 226 Fire - Cardiac Monitors Project #5012 Category 5-Technology Priority 2-Essential Useful Life 10 Years Origination Scheduled Upgrades User Department Fire Coordinator Fire Current Budget -$ Initial Proposal Date 2019 Design Work N/A Project Work 2024 Location Recurrence 2032 Asset Valuation 320,000$ Last Deferred N/A Last Incurred 2019 Fund General Fund Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ 31,000$ 31,000$ 35,000$ 97,000$ 2022 2023 2024 2025 2026 Short Term Short Term -$ -$ 120,000$ 80,000$ 80,000$ 280,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 40,000$ 320,000$ -$ 360,000$ 280,000$ 640,000$ 10 Year Financial Trend Financial Impact BGFD Fire Apparatus Issue The cardiac monitors in use on the fire apparatus have a life cycle of approximately 8 to 10 years and need to be replaced for important assistance for cardiac events. Solution The Fire Department has 8 cardiac monitors for Advanced Life Support capabilities on the fire apparatus. They are anticipated to be replaced starting in 2024 to 2027 and repeating every 8 years. CIP $- $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 227 Fire - Radio Replacement Project #5013 Category 5-Technology Priority 3-Sustaining Useful Life 8 Years Origination Scheduled Upgrade User Department Fire Coordinator Fire Current Budget -$ Initial Proposal Date 2019 Design Work 0 Project Work 2022 Location Recurrence 2030 Asset Valuation 150,000$ Last Deferred 2020-2021 Last Incurred 2012 Fund General Fund Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 54,000$ -$ -$ -$ -$ 54,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 110,000$ -$ 58,000$ 168,000$ 54,000$ 222,000$ 10 Year Financial Trend Financial Impact BGFD Fire Apparatus Issue Dependable radios are essential and are required for fire and safety operations. Solution The BGFD portable radios were purchased in 2012 and only one was purchased as a spare. With the changes in technology and the need for additional radios, it has been determined that 6 additional portable radios will be needed for future operations and technology changes. CIP $- $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 228 Fire - SCBA Equipment Project #5014 Category 5-Technology Priority 2-Essential Useful Life 9 Years Origination Scheduled Upgrade User Department Fire Coordinator Fire Current Budget -$ Initial Proposal Date 2020 Design Work 0 Project Work 2022 Location Recurrence 2031 Asset Valuation 300,000$ Last Deferred N/A Last Incurred 2014 Fund General Fund Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term 60,000$ -$ 325,000$ -$ -$ 385,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ 350,000$ 65,000$ 415,000$ 385,000$ 800,000$ 10 Year Financial Trend Financial Impact BGFD Fire Apparatus Issue The SCBA air compressor was purchased in 2006, it has a life cycle of 15 years and is in need of replacement. SCBA breathing apparatus are essential for fire and safety operations and they have an anticipated life span of 9 years to be considered for FEMA grant funding and are proposed for replacement in 2024. Solution The air compressor for the Self Contained Breathing Apparatus (SCBA) is proposed for replacement in 2022 for $60k. The SCBS's are proposed to be replaced in 2024 for $325k stay compliant. CIP $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 229 Fire - Extrication Equipment Project #5015 Category 5-Technology Priority 2-Essential Useful Life 20 Years Origination New User Department Fire Coordinator Fire Current Budget -$ Initial Proposal Date 2022 Design Work 0 Project Work 2025 Location Recurrence 2045 Asset Valuation 25,000$ Last Deferred N/A Last Incurred 2002 Fund General Fund Account Number 150.75.560.30 (Estimated) 2017 2018 2019 2020 2021 Historical Historical -$ -$ -$ -$ -$ -$ 2022 2023 2024 2025 2026 Short Term Short Term -$ -$ -$ 30,000$ -$ 30,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term -$ -$ -$ -$ 30,000$ 30,000$ 10 Year Financial Trend Financial Impact BGFD Fire Apparatus Issue The Fire Department's extrication equipment was purchased in 2005, it has a life cycle of 20 years and is in need of replacement. Solution One extrication unit is proposed for replacement in 2025. CIP $- $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 230 Capacity Management Operations and Maintenance Project #6001 Category 6-Water & Sanitary Sewer Priority 1-Mandatory Useful Life Ongoing Origination MWRD Requirement User Department PW Coordinator PW Current Budget 19,000$ Initial Proposal Date 2017 Design Work 2021 Project Work Yearly Location Recurrence Yearly Asset Valuation N/A Last Deferred N/A Last Incurred 2021 Fund Water & Sewer Fund Account Number 170.55.36.560.70 Fund Code 2020 GO FY22 SWR (Estimated) 2017 2018 2019 2020 2021 Historical Historical 54,000$ -$ 64,000$ 7,000$ 19,000$ 144,000$ 2022 2023 2024 2025 2026 Short Term Short Term 39,000$ 50,000$ 50,000$ 50,000$ 50,000$ 189,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 250,000$ 250,000$ 250,000$ 750,000$ 189,000$ 939,000$ 10 Year Financial Trend Financial Impact Cook County Sewer System Issue Article 8 of the Watershed Management Ordinance (WMO) outlines the requirements of the Inflow/Infiltration Control Program (IICP) that applies to all separate sanitary sewer systems tributary to MWRD. Solution Per the MWRD guidance document, the primary purpose of the IICP is to reduce sanitary sewer overflows (SSOs) and basement backups (BBs). There is a minimum level of requirements for all communities with additional requirements where SSOs and BBs occur. The IICP program began in 2019 and will continue each year until MWRD develops a program to replace it. CIP $- $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 231 Lift Station Repair and Rehabilitation Project #6002 Category 6-Water & Sanitary Sewer Priority 2-Essential Useful Life 30 Years Origination Major Maintenance User Department PW Coordinator PW Current Budget 1,800,000$ Initial Proposal Date 2001 Design Work 2022 Project Work 2022 Location Recurrence Yearly Asset Valuation 12,000,000$ Last Deferred N/A Last Incurred 2021 Fund Water & Sewer Fund Account Number 170.55.35.560.70 Fund Code 2020 GO FY22 SWR (Estimated) 2017 2018 2019 2020 2021 Historical Historical 780,000$ 12,000$ 935,000$ 1,320,000$ 450,000$ 3,497,000$ 2022 2023 2024 2025 2026 Short Term Short Term 3,750,000$ 50,000$ 1,500,000$ 50,000$ 1,500,000$ 6,850,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 3,165,000$ 4,610,000$ 1,610,000$ 9,385,000$ 6,850,000$ 16,235,000$ 10 Year Financial Trend Financial Impact Twelve Lift Station Sites Issue Lift Stations require rehabilitation or replacement every 15 to 25 years. Routine Maintenance helps reduce costly repairs, equipment failures, and extends the useful life of the facility. Solution This program continues the work identified at the Village's 12 lift station sites, such as condition evaluations, pump repairs, cathodic protection system renovations, maintenance lift repairs, and contractural painting. In 2022, the Cambridge Court Lift Station and forcemain will be replaced. Over the next 20 years, 8 more lift stations are planned for review and rehabilitation. $200k is planned for a long term sanitary sewer and facility study in 2022. CIP $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 232 Pump House Repairs and Upgrades Project #6003 Category 6-Water & Sanitary Sewer Priority 3-Sustaining Useful Life 50 Years Origination Major Maintenance User Department PW Coordinator PW Current Budget -$ Initial Proposal Date 2010 Design Work 2019 Project Work 2022 Location Recurrence Yearly Asset Valuation 30,000,000$ Last Deferred N/A Last Incurred 2021 Fund Water & Sewer Fund Account Number 170.55.35.560.60 Fund Code 2020 GO FY22 WTR (Estimated) 2017 2018 2019 2020 2021 Historical Historical 300,000$ 50,000$ 50,000$ -$ -$ 400,000$ 2022 2023 2024 2025 2026 Short Term Short Term 500,000$ 820,000$ 220,000$ 220,000$ 220,000$ 1,980,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 1,500,000$ 1,500,000$ 2,000,000$ 5,000,000$ 1,980,000$ 6,980,000$ 10 Year Financial Trend Financial Impact Four Water Pumping Stations Issue Pump House repair projects were identified in the 2008 Comprehensive Water Study Update and improvements identified in the federally mandated vulnerability study. In addition, two back-up deep aquafer wells will require maintenance in the next five years as well as a review of the SCADA system. Solution In 2022 funds are proposed for a long term facilities plan ($300k) and for well maintenance ($200k). CIP $- $200,000 $400,000 $600,000 $800,000 $1,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 233 Villagewide Sanitary Sewer Replacement Project #6004 Category 6-Water & Sanitary Sewer Priority 3-Sustaining Useful Life 75 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 460,000$ Initial Proposal Date Ongoing Design Work 2020 Project Work 2022 Location Recurrence Yearly Asset Valuation 57,739,000$ Last Deferred N/A Last Incurred 2021 Fund Water & Sewer Fund Account Number 170.55.35.560.70 Fund Code 2020 GO FY22 SWR (Estimated) 2017 2018 2019 2020 2021 Historical Historical 822,000$ 797,000$ 625,000$ 600,000$ 750,000$ 3,594,000$ 2022 2023 2024 2025 2026 Short Term Short Term 682,000$ 575,000$ 575,000$ 550,000$ 550,000$ 2,932,000$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 2,750,000$ 3,400,000$ 3,000,000$ 9,150,000$ 2,932,000$ 12,082,000$ 10 Year Financial Trend Financial Impact Village Right of Way and Easements Issue A program is needed to maintain sanitary sewer systems which have a projected life of 60 years. This program provides for sanitary sewer lining, point repairs, or replacements as identified by the Village. Funding is being requested for annual sanitary sewer lining and manhole repair ($500k) and sanitary work for the Infrastructure Maintenance Program ($182k). Solution CIP $- $200,000 $400,000 $600,000 $800,000 $1,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 234 Villagewide Water Main Replacement Project #6005 Category 6-Water & Sanitary Sewer Priority 3-Sustaining Useful Life 60 Years Origination Major Maintenance User Department Engineering Coordinator Engineering Current Budget 5,094,461$ Initial Proposal Date Ongoing Design Work 2020 Project Work 2022 Location Recurrence Yearly Asset Valuation 68,742,000$ Last Deferred N/A Last Incurred 2021 Fund Water & Sewer Fund Account Number 170.55.35.560.60 Fund Code 2020 GO FY22 WTR (Estimated) 2017 2018 2019 2020 2021 Historical Historical 600,000$ 1,190,000$ 1,650,000$ 3,791,000$ 5,100,000$ 7,231,000$ 2022 2023 2024 2025 2026 Short Term Short Term 8,270,000$ 3,150,000$ 4,400,000$ 4,101,200$ 4,101,200$ 24,022,400$ Year 6-10 Year 11-15 Year 16-20 Long Term Short Term Total 20 Year Long Term 15,765,700$ 57,711,100$ 27,285,000$ 100,761,800$ 24,022,400$ 124,784,200$ 10 Year Financial Trend Financial Impact Village Right of Way and Easements Issue Water mains have reached the end of their useful life throughout the Village. This program provides for replacing aging water main throughout the Village. For 2022 the Infrastructure Modernizaton Program has $6.65 million in proposed work. The Village is responsible for the Village’s water main relocation costs on other jurisdiction's major road projects. In 2022 this is $1.035 million for Lake Cook Road, $225k for Weiland Road, and $200k for BG RD. There is $150k for Aptakisic Road in 2022, 2023 and 2024. Solution CIP $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 235 CAPITAL PROJECTS - FACILITIES FUND This fund provides for the accounting of design, acquisition, and construction elements of various Village capital facilities and equipment. The Village has multiple buildings and structures for which it is responsible for maintenance, upkeep, repair, and replacement. This fund serves as the accounting guide for the approved budget items included in the Capital Improvement Plan. CAPITAL PROJECTS FACILITIES: REVENUE COLLECTION Capital Projects Fund Facilities - Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Operating Transfers 1,011,593 550,000 159,000 159,000 1,036,200 552% All Other Revenue - - - - Total Revenue 1,011,593 550,000 159,000 159,000 1,036,200 552% SERVICE: FACILITY IMPROVEMENTS AND REPAIRS The identified projects have been previously planned for as part of the FY 2022 portion of the Village’s comprehensive Capital Improvement Plan for FY 2021 through FY 2025. Funding will come from several sources, most notably the transfer of prior accumulations of unreserved General Fund Balance and Water and Sewer Fund equity as authorized under current Village policies. Capital Projects Fund -Expenditures 2019 Actual 2020 Actual 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-FY21 Capital Outlay 769,584 511,270 159,000 159,000 1,036,200 552% Total Expenditures 769,584 511,270 159,000 159,000 1,036,200 552% FACILITIES VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Capital Outlay 159,000 159,000 1,036,200 552% Increase in need and available funding for capital projects 236 CAPITAL PROJECTS - STREETS FUND Capital Projects – Streets is a program that funds improvements, repair, and replacement of village roadways. The elements of this program have been identified and recommended as part of the Capital Improvement Plan. Proceeds for the street maintenance fund are funded through transfers from the General Fund and the 2020 General Obligation Bonds. CAPITAL PROJECTS STREETS: REVENUE COLLECTION Revenue for this fund comes from a transfer from the Bond Fund . Capital Projects Streets Fund - Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Operating Transfers 2,696,703 6,791,962 7,634,626 6,932,286 5,437,870 -29% All Other Revenue 289,939 516,427 - 2,752,463 - 0% Total Revenue 2,986,642 7,488,389 7,634,626 9,684,789 5,437,870 -29% SERVICE: STREET IMPROVEMENT AND REPAIR The Village is responsible for street, curb, and gutter throughout the Village. The maintenance, repair, and replacement of these assets are funded through this fund. Capital Projects Streets Fund - Expenditures 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY21-FY20 Other Expenses - 3,879 - - - 0% Capital Outlay 2,699,384 7,501,188 7,634,626 3,723,000 5,437,870 -29% Total Expenditures 2,699,384 7,505,067 7,634,626 3,723,000 5,437,870 -29% STREETS VARIANCES Program Variances 2021 Budget 2021 Est. Actual 2022 Budget % Change FY22-21 Comments Capital Outlay 7,634,426 3,723,000 5,437,870 -29%Decline in use of the 2020 Bond proceeds 237 MOTOR FUEL TAX FUND Motor Fuel Tax improvements and projects are needed to provide for safety and capacity improvements for Village roadways. They also provide for the ongoing maintenance and improvement of Village-owned streets. MFT: REVENUE COLLECTION Motor Fuel Tax is distributed through the Illinois Department of Transportation (IDOT) on a per capita basis. Motor Fuel Tax Fund - Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 State Shared Taxes 1,361,314 1,510,094 1,600,000 1,600,000 1,600,000 0% Other Revenue Grants -911,583 911,600 911,600 911,600 0% Total Revenue Collection 1,361,314 2,421,678 2,511,600 2,511,600 2,511,600 0% SERVICE: STREET REPAIR AND MAINTENANCE The purpose of the Motor Fuel Tax Fund is for road construction, reconstruction, resurfacing, and general maintenance of roadways for which the Village is responsible. Motor Fuel Tax Fund - Expenditures 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY21-FY20 Repairs & Maintenance 1,068,513 - - - - 0% Commodities 181,464 - - - - 0% Capital Outlay - - - - - 0% Internal Transfers -988,315 2,156,139 3,004,256 2,511,600 17% Total Motor Fuel Tax Fund - Expenditures 1,249,978 988,315 2,156,139 3,004,256 2,511,600 17% 238 LOCAL MFT REVENUE On November 11, 2019, the Village of Buffalo Grove passed Ordinance 2019-58 enacting a two cent ($0.02) per gallon Municipal Motor Fuel Tax on all motor fuel sales in the Village of Buffalo Grove. All revenue is dedicated to repayment of debt service for the 2020 Series Bonds. Local Motor Fuel Tax Fund - Revenue 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2021 Budget % Change FY22-FY21 Local MFT taxes -421,550 485,000 441,950 485,000 0% Total Revenue Collection -421,550 485,000 441,950 485,000 0% LOCAL MFT EXPENSE Local Motor Fuel Tax Fund - Expenditures 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2021 Budget % Change FY22-FY21 Internal Transfers -200,000 481,950 441,950 441,950 -8% Total Local Motor Fuel Tax Fund - Expenditures -200,000 481,950 441,950 441,950 -8% 239 NON-OPERATING TRANSFERS This program provides for transfers from prior accumulations of General Fund reserves for capital projects and other operating uses as recommended and authorized within the village’s Fund Balance Use policy for the General Fund. SERVICE: GENERAL GOVERNMENT General Fund - Operating Transfers 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Operating Transfers 4,159,708 5,309,873 4,566,155 4,566,155 5,190,803 14% Total Operating Transfers 4,159,708 5,309,873 4,566,155 4,566,155 5,190,803 14% SERVICE: PUBLIC WORKS Service: Public Works 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Capital Outlay 3,231,898 2,888,135 1,780,000 1,780,000 1,380,000 -22% Total Public Works 3,231,898 2,888,135 1,780,000 1,780,000 1,380,000 -22% TOTAL EXPENSE BY SERVICE Total Expense by Service 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 General Government 927,810 2,421,559 2,786,155 2,786,155 3,810,803 37% Public Works 3,231,898 2,888,135 1,780,000 1,780,000 1,380,000 -22% Total Public Works 4,159,708 5,309,873 4,566,155 4,566,155 5,190,803 14% TOTAL PROGRAM EXPENSE NON-OPERATING TRANSFERS Total Program Expense Non-Operating Transfers 2019 Actual 2020 Actual 2021 Budget 2021 Est Actual 2022 Budget % Change FY22-FY21 Operating Expenses 927,810 2,421,559 2,786,155 2,786,155 3,810,803 31% Capital Outlay 3,231,898 2,888,135 1,780,000 1,780,000 1,380,000 -22% Total 4,159,708 5,309,873 4,566,155 4,566,155 5,190,803 14% 240 APPENDIX A: COMPREHENSIVE FEE AND FINE SCHEDULE Administrative Fees Schedule 241 1.16.010 - FEE SCHEDULE Buffalo Grove Municipal Code Section Classification Fee 2.63.130 subsection B. Expense of preparing and filing a certified report with the Secretary of State $20.00 3.06.020 subsection A. All one- and two-family dwellings—Variations for principal structures $125.00 3.06.020 subsection A. All one- and two-family dwellings—Variations other than principal structures $75.00 3.06.020 subsection A. All one- and two-family dwellings—Variation to Zoning Ordinance, Section 17.36.030, subsection H.3 $50.00 3.06.020 subsection B. All multiple family dwellings—Variations for principal structures $175.00 3.06.020 subsection B. All multiple family dwellings—Variations, other than principal structures $125.00 3.06.020 subsection B. All multiple family dwellings—Variation to Zoning Ordinance, Section 17.36.030, subsection H.4. $50.00 3.06.020 subsection C. All business, office/research and industrial buildings— Variations for principal structures $175.00 3.06.020 subsection C. All business, office/research and industrial buildings— Variations, other than principal structures $125.00 3.06.020 subsection D. To appeal a decision of the Building Commissioner $175.00 3.06.020 subsection E. Variation for special uses property in R-E through R-7 districts $100.00 3.06.020 subsection E. Variation for special uses property in all other districts $200.00 3.06.020 subsection F. Planned unit development (PUD) amendment— Variation $100.00 3.06.020 subsection F. Planned unit development (PUD) new development— Variation $200.00 3.06.020 subsection G. Rezoning or variation (if not part of a petition for special use or PUD) $200.00 3.06.020 subsection H. Zoning text amendment—Variation $100.00 3.06.020 subsection I. Concept/preliminary plan review for sites five acres or less—Variation $150.00 3.06.020 subsection I. Concept/preliminary plan review per acre (or fraction thereof) for sites larger than five acres—Variation $25.00 3.06.030 subsection A. Special uses for property in R-E through R-7 districts. Petition filing fee $100.00 3.06.030 subsection A. Special uses for property in all other districts. Petition filing fee $200.00 3.06.030 subsection B. Planned unit development (PUD) amendment. Petition filing fee $100.00 3.06.030 subsection B. Planned unit development (PUD) new development. Petition filing fee $200.00 242 Buffalo Grove Municipal Code Section Classification Fee 3.06.030 subsection C. Rezoning or variation (if not part of a petition for special use or PUD). Petition filing fee $200.00 3.06.030 subsection D. Zoning text amendment. Petition filing fee $100.00 3.06.030 subsection E. Concept/preliminary plan review for sites five acres or less. Petition filing fee $150.00 3.06.030 subsection E. Concept/preliminary plan review per acre (or fraction thereof) for sites larger than five acres. Petition filing fee $25.00 3.06.030 subsection G. Development Ordinance variation for residential property. Petition filing fee $125.00 3.20.060 subsection A. For industrial projects or pollution control facility revenue bonds One-tenth of one percent of the principal amount of any bonds issued pursuant to the provisions of Chapter 3.20. 3.20.060 subsection B. For multi -family housing project revenue bonds One percent of the principal amount of any bonds issued pursuant to the provisions of Chapter 3.20. 3.36.030 Nonresident who utilizes the emergency medical service: BLS $1,300.00 3.36.030 Nonresident who utilizes the emergency medical service: ALS Level 1 $1,475.00 3.36.030 Nonresident who utilizes the emergency medical service: ALS Level 2 $1,675.00 3.36.030 Nonresident who utilizes the emergency medical service: Treat, Non-Transport $175.00 3.36.030 Nonresident who utilizes the emergency medical service: Mileage/mile $15.00 3.36.030 Resident who utilizes the emergency medical service: BLS $975.00 3.36.030 Resident who utilizes the emergency medical service: ALS Level 1 $1,275.00 3.36.030 Resident who utilizes the emergency medical service: ALS Level 2 $1,500.00 3.36.030 Resident who utilizes the emergency medical service: Treat, Non-Transport $0.00 3.36.030 Resident who utilizes the emergency medical service: Mileage/mile $15.00 3.38.030 Nonresident or resident who utilizes the emergency services of the Buffalo Grove Fire Department: Motor Vehicle Incidents Level 1 $435.00 243 Buffalo Grove Municipal Code Section Classification Fee 3.38.030 Nonresident or resident who utilizes the emergency services of the Buffalo Grove Fire Department: Motor Vehicle Incidents Level 2 $495.00 3.38.030 Nonresident or resident who utilizes the emergency services of the Buffalo Grove Fire Department: Motor Vehicle Incidents Level 3 $605.00 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Motor Vehicle Incidents Level 4 $900.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Motor Vehicle Incidents Level 4 $1,800.00 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Motor Vehicle Incidents Level 5 $1,100.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Motor Vehicle Incidents Level 5 $2,200.00 3.38.030 Nonresident or resident who utilizes the emergency services of the Buffalo Grove Fire Department: Motor Vehicle Incidents Level 6 Itemized 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Hazardous Materials Incidents Level 1 $350.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Hazardous Materials Incidents Level 1 $700.00 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Hazardous Materials Incidents Level 2 $1,250.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Hazardous Materials Incidents Level 2 $2,500.00 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Hazardous Materials Incidents Level 3 $2,500.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Hazardous Materials Incidents Level 3 $5,900.00 3.38.030 Nonresident or resident who utilizes the emergency services of the Buffalo Grove Fire Department: Haz Mat Technician per hour $50.00 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Pipeline/Power line Incidents Level 1 $200.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Pipeline/Power line Incidents Level 1 $400.00 244 Buffalo Grove Municipal Code Section Classification Fee 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Pipeline/Power line Incidents Level 2 $500.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Pipeline/Power line Incidents Level 2 $1,250.00 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Pipeline/Power line Incidents Level 3 Itemized 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Pipeline/Power line Incidents Level 3 Itemized 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Fire Investigations per hour $275.00 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Water Incidents Level 1 $200.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Water Incidents Level 1 $400.00 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Water Incidents Level 2 $400.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Water Incidents Level 2 $800.00 3.38.030 Resident who utilizes the emergency services of the Buffalo Grove Fire Department: Water Incidents Level 3 $1,000.00 3.38.030 Nonresident who utilizes the emergency services of the Buffalo Grove Fire Department: Water Incidents Level 3 $2,000.00 3.38.030 Nonresident or resident who utilizes the emergency services of the Buffalo Grove Fire Department: Water Incidents Technician per hour $50.00 3.38.030 Nonresident or resident who utilizes the emergency services of the Buffalo Grove Fire Department: specialized rescue Itemized 3.38.030 Nonresident or resident who utilizes the emergency services of the Buffalo Grove Fire Department: Technician per hour $50.00 3.52.020 subsection A. Daily fee for the purpose of parking within the Village's commuter parking $2.00 3.52.030 Parking for a defined two-month period paid the 1st through 15th of first month $80.00 3.52.030 Parking for a defined two-month period paid the 16th through end of first month $60.00 3.52.030 Parking for a defined two-month period paid the 1st through 15th of second month $40.00 3.52.030 Parking for a defined two-month period paid the 16th through end of second month $20.00 3.52.030 subsection B. Annual convenience parking system fee $450.00 245 Buffalo Grove Municipal Code Section Classification Fee 3.52.055 subsection B. Daily fee for parking within a commuter parking lot (from 6:00 a.m. to 8:00 p.m.) $1.50 3.56.030 subsection A. Telecommunication infrastructure maintenance fee 1% of all gross charges by telecommunications retailer to service addresses within the Village for telecommunications originating or received in the Village 3.65.030 subsection A. Gas tax $0.05 per therm 3.70.010 Administrative fee for persons arrested, processed and released on bail $20.00 3.71.030 subsections C. Stormwater utility fee tier 1: Residential (single family attached and detached). Annual fee $60.96 3.71.030 subsections C. Stormwater utility fee tier 2: Multi -family, commercial and industrial. Annual fee $0.006950 × Property Square Footage 3.72.010 Fingerprinting service $50.00 3.72.020 Local records check for visa/immigration matters $15.00 5.04.110 subsection A. Annual fee for a business license for service/retail and wholesale sales/office up to 5,000 square feet $90.00 5.04.110 subsection A. Annual fee for a business license for service/retail and wholesale sales/office up to 10,000 square feet $150.00 5.04.110 subsection A. Annual fee for a business license for service/retail and wholesale sales/office up to 20,000 square feet $200.00 5.04.110 subsection A. Annual fee for a business license for service/retail and wholesale sales/office up to 50,000 square feet $300.00 5.04.110 subsection A. Annual fee for a business license for service/retail and wholesale sales/office up to 75,000 square feet $350.00 5.04.110 subsection A. Annual fee for a business license for service/retail and wholesale sales/office up to and including 100,000 square feet $400.00 5.04.110 subsection A. Annual fee for a business license for service/retail and wholesale sales/office more than 100,000 square feet $450.00 5.04.110 subsection A. Annual fee after July 1st for a business license for service/retail and wholesale sales/office up to 5,000 square feet $45.00 5.04.110 subsection A. Annual fee after July 1st for a business license for service/retail and wholesale sales/office up to 10,000 square feet $75.00 5.04.110 subsection A. Annual fee after July 1st for a business license for service/retail and wholesale sales/office up to 20,000 square feet $100.00 246 Buffalo Grove Municipal Code Section Classification Fee 5.04.110 subsection A. Annual fee after July 1st for a business license for service/retail and wholesale sales/office up to 50,000 square feet $150.00 5.04.110 subsection A. Annual fee after July 1st for a business license for service/retail and wholesale sales/office up to 75,000 square feet $175.00 5.04.110 subsection A. Annual fee after July 1st for a business license for service/retail and wholesale sales/office up to and including 100,000 square feet $200.00 5.04.110 subsection A. Annual fee after July 1st for a business license for service/retail and wholesale sales/office more than 100,000 square feet $225.00 5.04.110 subsection A. Renewal fee after January 15th for a business license for service/retail and wholesale sales/office up to 5,000 square feet $135.00 5.04.110 subsection A. Renewal fee after January 15th for a business license for service/retail and wholesale sales/office up to 10,000 square feet $225.00 5.04.110 subsection A. Renewal fee after January 15th for a business license for service/retail and wholesale sales/office up to 20,000 square feet $300.00 5.04.110 subsection A. Renewal fee after January 15th for a business license for service/retail and wholesale sales/office up to 50,000 square feet $450.00 5.04.110 subsection A. Renewal fee after January 15th for a business license for service/retail and wholesale sales/office up to 75,000 square feet $525.00 5.04.110 subsection A. Renewal fee after January 15th for a business license for service/retail and wholesale sales/office up to and including 100,000 square feet $600.00 5.04.110 subsection A. Renewal fee after January 15th for a business license for service/retail and wholesale sales/office more than 100,000 square feet $675.00 5.04.110 subsection A. License fee for a food establishment or service/retail with food accessory up to 5,000 square feet $100.00 5.04.110 subsection A. License fee for a food establishment or service/retail with food accessory up to 10,000 square feet $150.00 5.04.110 subsection A. License fee for a food establishment or service/retail with food accessory up to and including 20,000 square feet $200.00 5.04.110 subsection A. License fee for a food establishment or service/retail with food accessory more than 20,000 square feet $250.00 5.04.110 subsection A. License fee after July 1st for a food establishment or service/retail with food accessory up to 5,000 square feet $50.00 5.04.110 subsection A. License fee after July 1st for a food establishment or service/retail with food accessory up to 10,000 square feet $75.00 247 Buffalo Grove Municipal Code Section Classification Fee 5.04.110 subsection A. License fee after July 1st for a food establishment or service/retail with food accessory up to and including 20,000 square feet $100.00 5.04.110 subsection A. License fee after July 1st for a food establishment or service/retail with food accessory more than 20,000 square feet $125.00 5.04.110 subsection A. License renewal fee after Jan 15th for a food establishment or service/retail with food accessory up to 5,000 square feet $150.00 5.04.110 subsection A. License renewal fee after Jan 15th for a food establishment or service/retail with food accessory up to 10,000 square feet $225.00 5.04.110 subsection A. License renewal fee after Jan 15th for a food establishment or service/retail with food accessory up to and including 20,000 square feet $300.00 5.04.110 subsection A. License renewal fee after Jan 15th for a food establishment or service/retail with food accessory with more than 20,000 square feet $375.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) up to 100,000 square feet $200.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) up to 150,000 square feet $250.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) up to 200,000 square feet $300.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) up to 250,000 square feet $350.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) up to 300,000 square feet $400.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) up to 350,000 square feet $450.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) up to 400,000 square feet $500.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) up to 450,000 square feet $550.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) up to and including 500,000 square feet $600.00 5.04.110 subsection A. License fee for industrial/research and development (including industrial w/food accessory or processing) more than 500,000 square feet $700.00 248 Buffalo Grove Municipal Code Section Classification Fee 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) up to 100,000 square feet $100.00 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) up to 150,000 square feet $125.00 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) up to 200,000 square feet $150.00 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) up to 250,000 square feet $175.00 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) up to 300,000 square feet $200.00 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) up to 350,000 square feet $225.00 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) up to 400,000 square feet $250.00 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) up to 450,000 square feet $275.00 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) up to and including 500,000 square feet $300.00 5.04.110 subsection A. License fee after July 1st for industrial/research and development (including industrial w/food accessory or processing) more than 500,000 square feet $350.00 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including industrial w/food accessory or processing) up to 100,000 square feet $300.00 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including industrial w/food accessory or processing) up to 150,000 square feet $375.00 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including industrial w/food accessory or processing) up to 200,000 square feet $450.00 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including industrial w/food accessory or processing) up to 250,000 square feet $525.00 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including $600.00 249 Buffalo Grove Municipal Code Section Classification Fee industrial w/food accessory or processing) up to 300,000 square feet 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including industrial w/food accessory or processing) up to 350,000 square feet $675.00 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including industrial w/food accessory or processing) up to 400,000 square feet $750.00 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including industrial w/food accessory or processing) up to 450,000 square feet $825.00 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including industrial w/food accessory or processing) up to and including 500,000 square feet $900.00 5.04.110 subsection A. License fee renewal after January 15th for industrial/research and development (including industrial w/food accessory or processing) more than 500,000 square feet $1,050.00 5.04.110 subsection A. Licensee fee for hotel/motel up to and including 150,000 square feet $750.00 5.04.110 subsection A. Licensee fee for hotel/motel more than 150,000 square feet $1,000.00 5.04.110 subsection A. Licensee fee after July 1st for hotel/motel up to and including 150,000 square feet $375.00 5.04.110 subsection A. Licensee fee after July 1st for hotel/motel more than 150,000 square feet $500.00 5.04.110 subsection A. Licensee fee renewal after January 15th for hotel/motel up to and including 150,000 square feet $1,125.00 5.04.110 subsection A. Licensee fee renewal after January 15th for hotel/motel more than 150,000 square feet $1,500.00 5.04.170 Day care business license $85.00 annually, $42.50 if purchased on or after July 1st of any year 5.08.050 subsection A. Amusement permit fee $50.00 5.08.050 subsection B. Carnival fee $10.00 per day 5.08.050 subsection C. Mechanical inspection fee (charged per ride per day) $5.00 5.10.040 subsection A. Arts and crafts vendor six days or fewer $20.00 5.10.040 subsection A. Arts and crafts vendor per week $50.00 250 Buffalo Grove Municipal Code Section Classification Fee 5.10.040 subsection A. Arts and crafts vendor per month $75.00 5.10.040 subsection A. Arts and crafts vendor per year $150.00 5.12.050 Amusement device fee $50.00 for each device; however, for any license issued between November 1st and April 30th of the following calendar year, the fee shall be $25.00 for each device. 5.20.070 subsection A. Class A liquor license $2,500.00 5.20.070 subsection B. Class B liquor license $2,300.00 5.20.070 subsection C. Class C liquor license $2,500.00 5.20.070 subsection D. Class D liquor license $1,800.00 5.20.070 subsection D. Class D liquor license, if authorized by the Liquor Control Commissioner and approved by the Village Board, combined with a Class A or Class B $300.00 plus cost of Class A or Class B liquor license 5.20.070 subsection D1. Class D1 liquor license $1,800.00 5.20.070 subsection E. Class E liquor license $1,500.00 5.20.070 subsection F.4. Class F liquor license $2,000.00 5.20.070 subsection G.1.d. Class G1 liquor license $25.00 5.20.070 subsection G.2.c. Class G2 liquor license $100.00 5.20.070 subsection G.3.c. Class G3 liquor license $25.00 5.20.070 subsection G.4.b. Class G4 liquor license $25.00 5.20.070 subsection G.5.d. Class G5 liquor license $25.00 251 Buffalo Grove Municipal Code Section Classification Fee 5.20.070 subsection G.6.d. Class G6 liquor license $25.00 5.20.070 subsection G.7.c. Class G7 liquor license $100.00 5.20.070 subsection H.4. Class H liquor license $250.00 5.20.070 subsection I. Class I liquor license $1,200.00 5.20.070 subsection J. Class J liquor license $4,000.00 5.20.070 subsection K. Class K liquor license $4,000.00 5.20.071 First time liquor license applicant fee $500.00 5.20.075 subsection B.2. Monthly tasting permit $25.00 5.20.075 subsection C.2. Yearly tasting permit $1,000.00 5.20.090 subsection B. Fee for a make-up liquor/alcohol awareness training seminar shall not exceed $500.00 per licensee 5.20.100 subsection C. Fee to transfer liquor license $100.00 5.20.155 subsection D. Application fee for video gaming (regardless of number of terminals) $250.00 5.20.155 subsection E. Annual fee for video gaming locations $1,000.00 5.20.165 subsection C.4. Processing fee for special server application for minors $35.00 5.24.050 subsection B. Solicitor permits $50.00 (which includes one solicitor) plus $15.00 for each additional person that is added to the permit 5.28.020 subsection E. Business public passenger vehicle license fee $50.00, provided that the fee for licenses issued for less than a year shall be prorated for the period from the date of issuance to the end of the year. 5.28.030 subsection E. Annual fee for a public passenger vehicle license $20.00 252 Buffalo Grove Municipal Code Section Classification Fee 5.28.030 subsection E. Annual fee for a public passenger vehicle license issued July 1st or after $10.00 5.28.150 subsection G. Chauffeur's license original application filing fee $75.00 5.28.150 subsection G. Chauffeur's license renewal application filing fee $35.00 5.32.040 Tobacco dealer's license $75.00 5.32.070 Tobacco dealer license fee for mechanical devices (for each mechanical device) $50.00 5.44.050 Massage establishment license application fee $250.00, provided the fee for licenses issued for less than a calendar year shall be prorated for the period from the date of issuance to December 31st of that year. 5.45.050 Bodywork establishment license application fee $250.00, provided the fee for licenses issued for less than a calendar year shall be prorated for the period from the date of issuance to December 31st of that year. 5.45.190 Bodywork practitioner's license application fee $250.00, provided the fee for licenses issued for less than a calendar year shall be prorated for the period from the date of issuance to December 31st of that years. 5.46.040 subsection B. Application fee for initial license for a pawnbroker or resale shop dealer $250.00 5.46.060 Resale shop license fee $1,500.00 5.46.060 Pawn shop license fee $2,000.00 5.52.050 Food/beverage vending machines license per year $30.00 5.52.050 Food/beverage vending machines license for half of a year $15.00 5.52.070 Health Officer reinspection fee for a food/beverage vending machine $10.00 5.70.050 subsection B. Processing fee for an Adult Establishment license or renewal $200.00 253 Buffalo Grove Municipal Code Section Classification Fee 6.04.020 subsection D.5. Tag fee for a found to be dangerous animal $50.00 6.04.020 subsection E.4. Tag fee for a found to be potentially dangerous animal $50.00 6.08.030 subsection C. Animal impound fee per day $25.00 6.08.030 subsection C. Additional fee for animals not wearing a current license tag (in addition to the payment for a license if the animal is unlicensed) $100.00 6.08.030 subsection C. Additional fee for dogs running at large $50.00 6.08.030 subsection C. Additional fee for second and subsequent offenses of a dog running at large $100.00 8.16.020 subsection C. Annual fee for a food-vending vehicle license $100.00 8.16.030 Food-vending vehicle mobile food vendor permit original application fee. $75.00 8.16.030 Food-vending vehicle mobile food vendor permit renewal application fee. $35.00 8.20.170 Licensee fee for garbage and refuse removal services $500.00 8.20.340 Monthly Solid Waste Agency of Northern Cook County (SWANCC) fee for Single-family and Townhome with Curbside Service $6.15 8.20.340 Monthly Solid Waste Agency of Northern Cook County (SWANCC) fee for Multi-family with Central Container $5.05 8.44.040 subsection B.1. Annual licensing fee to operate a swimming pool $50.00 9.04.030 subsection A. Alarm registration fee for both original and renewal permits for any single police burglar alarm or single fire alarm for any occupancy. $10.00 9.04.030 subsection A. Alarm registration fee for both original and renewal permits for any combination fire/police alarm for any occupancy. $20.00 9.04.080 For the first response to premises at which no other false alarm has occurred within the Annual Period $0.00 9.04.080 For the second response to premises at which a previous false alarm has occurred within the Annual Period $75.00 9.04.080 For the third response to premises at which a previous false alarm had occurred within the Annual Period $125.00 9.04.080 For the fourth response to premises at which a previous false alarm had occurred within the Annual Period $175.00 9.04.080 For the fifth through ninth responses to premises at which a previous false alarm had occurred within the Annual Period $200.00 254 Buffalo Grove Municipal Code Section Classification Fee 9.04.080 For the tenth or more responses to premises at which a previous false alarm had occurred within the Annual Period $250.00 BG-15-307 subsection B. Category 1A: Fee for single vehicle with 2 axles, max weight across axles of 48000 and max weight on any single axle of 25000 for a single trip; round trip; quarterly and annually $15.00; $25.00; $85.00; $340.00 BG-15-307 subsection B. Category 2A: Fee for single vehicle with 2 axles, max weight across axles of 54000 and max weight on any single axle of 28000 for a single trip; round trip; quarterly and annually $20.00; $35.00; $100.00; $400.00 BG-15-307 subsection B. Category 3A: Fee for single vehicle with 3+ axles, max weight across axles of 60000, max weight on any single axle of 21000 and max weight for any 2 axle tandem of 40000 for a single trip; round trip; quarterly and annually $25.00; $45.00; $115.00; $460.00 BG-15-307 subsection B. Category 4A: Fee for single vehicle with 3+ axles, max weight across axles of 68000, max weight on any single axle of 25000 and max weight for any 2 axle tandem of 48000 for a single trip; round trip; quarterly and annually $30.00; $55.00; $130.00; $520.00 BG-15-307 subsection B. Category 5A: Fee for single vehicle with 3+ axles, max weight across axles of 72000, max weight on any single axle of 25000 and max weight for any 2 axle tandem of 48000 for a single trip; round trip; quarterly and annually $60.00; $115.00; $270.00; $1080.00 BG-15-307 subsection B. Category 6A: Fee for single vehicle with 3+ axles, max weight across axles of 80000, max weight on any single axle of 27000 and max weight for any 2 axle tandem of 54000 for a single trip; round trip; quarterly and annually $70.00; $135.00; $285.00; $1140.00 BG-15-307 subsection B. Category 7A: Fee for single vehicle with 4+ axles, max weight across axles of 72000, max weight on any single axle of 21000 and max weight for any 2 axle tandem of 40000 for a single trip; round trip; quarterly and annually $35.00; $65.00; $145.00; $580.00 BG-15-307 subsection B. Category 8A: Fee for single vehicle with 4+ axles, max weight across axles of 76000, max weight on any single axle of 23000 and max weight for any 2 axle tandem of 44000 for a single trip; round trip; quarterly and annually $40.00; $75.00; $160.00; $640.00 BG-15-307 subsection B. Category 9A: Fee for single vehicle with 4+ axles, max weight across axles of 80000, max weight on any single axle of 27000, max weight for any 2 axle tandem of 54000, and max weight on 3 or 4 axle group of 60,000 for a single trip; round trip; quarterly and annually $60.00; $100.00; $225.00; $900.00 BG-15-307 subsection B. Category 1B: Fee for single combination vehicle with 5+ axles, max weight across axles of 88000, max weight on any single axle of 23000 and max weight for any 2 $30.00; $55.00; $190.00; $760.00 255 Buffalo Grove Municipal Code Section Classification Fee axle tandem or 3 or 4 axle group 44000 for a single trip; round trip; quarterly and annually BG-15-307 subsection B. Category 2B: Fee for single combination vehicle with 5+ axles, max weight across axles of 100000, max weight on any single axle of 25000 and max weight for any 2 axle tandem or 3 or 4 axle group 48000 for a single trip; round trip; quarterly and annually $40.00; $75.00; $220.00; $880.00 BG-15-307 subsection B. Category 3B: Fee for single combination vehicle with 6+ axles, max weight across axles of 110000, max weight on any single axle of 23000, max weight for any 2 axle tandem of 44000 and max for any 3 or 4 axle group of 54000 for a single trip; round trip; quarterly and annually $45.00; $85.00; $235.00; $940.00 BG-15-307 subsection B. Category 4B: Fee for single combination vehicle with 6+ axles, max weight across axles of 120000, max weight on any single axle of 25000, max weight for any 2 axle tandem of 48000 and max for any 3 or 4 axle group of 60000 for a single trip; round trip; quarterly and annually $50.00; $95.00; $250.00; $1000.00 BG-15-307 subsection B. Category 5B: Fee for single combination vehicle with 6+ axles, max weight across axles of 143000, max weight on any single axle of 27000, max weight for any 2 axle tandem of 54000 and max for any 3 or 4 axle group of 78000 for a single trip; round trip; quarterly and annually $60.00; $115.00; $325.00; $1300.00 BG-15-307 subsection B. Category 6B: Fee for single combination vehicle with 7+ axles, max weight across axles of 162000, max weight on any single axle of 25000, max weight for any 2 axle tandem of 50000, max for any 3 axle group of 75000 and max for any four axle group of 10000 for a single trip; round trip; quarterly and annually $70.00; $135.00; $400.00; $1600.00 BG-15-307 subsection B. Category 7B: Fee for single combination vehicle with 7+ axles, max weight across axles of 187000, max weight on any single axle of 25000, max weight for any 2 axle tandem of 50000, max for any 3 axle group of 75000 and max for any four axle group of 10000 for a single trip; round trip; quarterly and annually $80.00; $155.00; $500.00; $2000.00 BG-15-307 subsection B. Category 1C: Fee for over dimension (oversized vehicles) with a max sizes: WIDTH: 10'; HEIGHT: 13'6"; LENGTH: 115' for single trip, round trip, quarterly and annually $15.00; $25.00; $75.00; $300.00 BG-15-307 subsection B. Category 2C: Fee for over dimension (oversized vehicles) with a max sizes: WIDTH: 12'; HEIGHT: 13'6"; LENGTH: 115' for single trip, round trip, quarterly and annually $20.00; $40.00; $120.00; $480.00 BG-15-307 subsection B. Category 3C: Fee for over dimension (oversized vehicles) with a max sizes: WIDTH: 14'; HEIGHT: 13'6"; LENGTH: 115' for single trip, round trip, quarterly and annually $30.00; $55.00; $165.00; $660.00 256 Buffalo Grove Municipal Code Section Classification Fee BG-15-307 subsection B. Category 4C: Fee for over dimension (oversized vehicles) with a max sizes: WIDTH: 18'; HEIGHT: 16'; LENGTH: 135' for single trip and round trip $50.00; $95.00 BG-15-307 subsection B. Category 5C: Fee for over dimension (oversized vehicles) with a max sizes: WIDTH: >18'; HEIGHT: >16'; LENGTH: >135' for single trip and round trip $100.00; $195.00 10.20.040 Administrative fee for a properly impounded vehicle $500.00 10.20.050 subsection C. Administrative fee for a properly impounded vehicle to be posted for a vehicle to be released prior to a preliminary probable cause hearing $500.00 12.04.040 subsection F. Application fee for construction of any facility that affects a public right-of-way $750.00 12.06.030 subsection d.1. Application fee to collocate a single small wireless facility $650.00 12.06.030 subsection d.1. Application fee for each small wireless facility to collocate more than one small wireless facility $350.00 12.06.030 subsection G. Annual recurring rate per year per small wireless facility $200.00 12.08.030 Driveway apron, service walk, carriage walk or other appurtenance permit fee $50.00 13.04.040 subsection B. Water system improvement fee for single-family dwelling $680.00 13.04.040 subsection B. Water system improvement fee for townhouse $585.00 13.04.040 subsection B. Water system improvement fee for condominium unit $485.00 13.04.040 subsection B. Water system improvement fee for multi-family apartment unit $390.00 13.04.040 subsection B. Water system improvement fee for business, commercial or industrial $95.00 per 100 gallons of maximum daily usage 13.04.060 Fee for connecting to a water main for each 1 inch water connection (which includes labor cost but not the cost of the meter) $100.00 13.04.060 Fee for connecting to a water main for each 1.25 inch water connection (which includes labor cost but not the cost of the meter) $125.00 13.04.060 Fee for connecting to a water main for each 1.5 inch water connection (which includes labor cost but not the cost of the meter) $150.00 13.04.060 Fee for connecting to a water main for each 2 inch water connection (which includes labor cost but not the cost of the meter) $400.00 13.04.060 Fee for connecting to a water main for each 2.5 inch water connection (which includes labor cost but not the cost of the meter) $625.00 257 Buffalo Grove Municipal Code Section Classification Fee 13.04.060 Fee for connecting to a water main for each 3 inch water connection (which includes labor cost but not the cost of the meter) $900.00 13.04.060 Fee for connecting to a water main for each 4 inch water connection (which includes labor cost but not the cost of the meter) $1,600.00 13.04.060 Fee for connecting to a water main for each 6 inch water connection (which includes labor cost but not the cost of the meter) $1,800.00 13.04.060 Fee for connecting to a water main for each 8 inch water connection (which includes labor cost but not the cost of the meter) $2,000.00 13.04.180 subsection C. Cost to remove, test and replacement water meter $150.00, provided the cost may increase if additional work is required to shut off the water or otherwise complete the test. 13.04.190 subsection B. Annual increase for each user/consumer of water services Beginning January 1, 2021 the water service rate will be increased by four percent each year thereafter. 13.04.190 subsection C. Monthly basic charge to each user/consumer of water service $1.90 13.04.210 Fee a contractor or owner to use water before water is installed on any building where the value of construction is between $0.00 and $29,999.99 $17.50 13.04.210 Fee a contractor or owner to use water before water is installed on any building where the value of construction is between $30,000 and $49,999.99 $18.50 13.04.210 Fee a contractor or owner to use water before water it is installed on any building where the value of construction is between $50,000.00 and $74,999.99 $20.00 13.04.210 Fee a contractor or owner to use water before water it is installed on any building where the value of construction is $75,000.00 or more $20.00 plus $0.25 per thousand dollars in excess of $75,000.00 13.04.230 Surcharge if Village cannot access to read, examine, test, replace and repair water meters (per water billing period) $100.00 13.04.250 subsection A. Reconnection fee for delinquent payment $50.00 13.04.250 subsection A. Reconnection fee for delinquent payment if reconnected after 4:00 pm Monday through Friday or on Saturday or Sunday $100.00 258 Buffalo Grove Municipal Code Section Classification Fee 13.04.250 subsection D. Processing fee if the reconnection fee is returned due to insufficient funds $25.00 13.04.290 subsection A.3. Sewer user charges for each user/consumer serviced by the Lake County sanitary sewer. $4.00 per 1,000 gallons of water consumed 13.04.290 subsection D. Sewer user rate basic charge for operation, maintenance and replacement Beginning January 1, 2021 the basic unit charge of $1.40 will increase by four percent each year thereafter. 13.04.290 subsection D. The bimonthly fixed sewer user rate for all non-metered residential users Beginning January 1, 2015 the bimonthly fixed rate for all non-metered residential users of $15.60 shall increase by four percent each year thereafter. 13.04.310 subsection B. Permit and inspection fee for construction of a private sewage disposal system $25.00 13.04.320 subsection F.1. Fee paid per 6-inch connection to the Village sewer system $50.00 13.04.320 subsection F.1. Fee paid per 8-inch connection to the Village sewer system $200.00 13.04.320 subsection F.1. Fee paid per 10-inch connection to the Village sewer system $300.00 13.04.320 subsection F.2. Fees paid for each connection to the Village sewer system in Lake County per residential unit $5,150.00 13.04.320 subsection F.2. Fees paid for each connection to the Village sewer system in Lake County per industrial, commercial and institutional $5,150.00 per single- family residential equivalent. 13.05.130 subsection B. Water reconnection fee after defects and corrections have been eliminated $1,500.00 13.18.090 Review of plans and inspection fee for each water well permit issued. $500.00 14.12.030 subsection A. Wall signs, non-illuminated $50.00 plus $0.25 cents per square foot of larger face, plus $50.00 plan review fee 14.12.030 subsection A. Wall signs, illuminated $50.00 plus $0.25 cents per square foot of larger face $50.00 plan review fee, plus a $50.00 electrical fee 14.12.030 subsection A. Ground signs $75.00 plus $0.25 cents per square 259 Buffalo Grove Municipal Code Section Classification Fee foot of larger face, plus $50.00 plan review fee. If internally illuminated, a $50.00 electrical fee shall apply 14.12.030 subsection A. Banners, pennants, searchlights, balloons or gas-filled figures and Grand Opening signs $50.00 14.12.030 subsection A. Temporary identification sign $50.00 14.12.030 subsection A. Permit renewal for special signs $50.00 14.12.030 subsection A. Tenant panel sign $50.00 14.12.030 subsection A. For Rent, Sale, Lease signs less than 6 square feet. $0.00 14.12.030 subsection A. For Rent, Sale, Lease signs more than 6 square feet. $75.00 plus $0.25 cents per square foot of larger face, plus $50.00 plan review fee, plus (if applicable) a $50.00 annual renewal fee 14.12.030 subsection A. An awning sign Priced as a wall sign 14.12.030 subsection A. All other signs requiring a permit, that are not combined with additional sign fees $50.00 14.20.060 Renewal fee for a "For Rent, Sale, or Lease" sign $50.00 14.40.020 subsection B. Variance application fee $125.00 15.04.020 Section 109.2 subsection A.1. Building permit fee for construction costs up to one thousand dollars. $50.00 15.04.020 Section 109.2 subsection A.1. Building permit fee for construction costs over one thousand dollars. $50.00 for the first $1,000 of construction cost plus $10.00 for each additional $1,000 or fraction thereof. 15.04.020 Section 109.2 subsection A.1. Building permit fee for decks, sheds, gazebos and patios $55.00 base fee plus $0.15 per square foot. (not including any electrical fees). 15.04.020 Section 109.2 Building plan review fee for buildings up to 500 square feet $50.00 for each review required. 260 Buffalo Grove Municipal Code Section Classification Fee subsection A.2. 15.04.020 Section 109.2 subsection A.2. Building plan review fee for buildings of 501 through 1,000 square feet $75.00 15.04.020 Section 109.2 subsection A.2. Building plan review fee for buildings of 1,001 through 2,000 square feet $125.00 15.04.020 Section 109.2 subsection A.2. Building plan review fee for buildings of 2,001 through 3,000 square feet $175.00 15.04.020 Section 109.2 subsection A.2. Building plan review fee for buildings of 3,001 through 4,000 square feet $200.00 15.04.020 Section 109.2 subsection A.2. Building plan review fee for buildings of 4,001 through 5,000 square feet $250.00 15.04.020 Section 109.2 subsection A.2. Building plan review fee for buildings of 5,001 and over square feet $0.05 per square foot. 15.04.020 Section 109.2 subsection A.2. Alterations and remodeling where it is impractical to compute plan review fees on a square foot basis One-quarter percent (.0025) of the cost of the work to be performed with a minimum fee of $50.00 15.04.020 Section 109.2 subsection A.2. Amendment Form plan review fee. $50.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for a water heater $50.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for each sump pump pit $15.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for each sewer service $15.00 261 Buffalo Grove Municipal Code Section Classification Fee 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for each water service $15.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for each water meter $15.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for each clean out $10.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for each plumbing fixture or opening not listed $10.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for an in-ground swimming pool $60.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for a lawn sprinkler system $4.00/head $75.00 minimum 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for a sewer repair $65.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for a RPZ installation (new or replacement) $50.00 15.04.020 Section 109.2 subsection A.3. Minimum plumbing fee $50.00 15.04.020 Section 109.2 subsection A.3. Plumbing permit fees for a plan review fee $50.00 or 25 percent of building plan review fee, whichever is greater 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for each closed circuit of 15 AMPS $7.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for each closed circuit of 20 AMPS $12.00 262 Buffalo Grove Municipal Code Section Classification Fee 15.04.020 Section 109.2 subsection A.4. Electri cal permit fee for each closed circuit of 30 AMPS $20.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for each closed circuit of 40 AMPS $25.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for each closed circuit of 50 AMPS $30.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for each closed circuit of 60 AMPS $40.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for services, including service revisions, of 100 AMPS $50.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for services, including service revisions, of 101 through 200 amp $75.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for services, including service revisions, of 201 through 400 amp $100.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for services, including service revisions, of 401 through 800 amp $150.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for services, including service revisions, of 801 through 1199 amp $200.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for services, including service revisions, of 1200 through 4000 amp $250.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for services, including service revisions, of 4001 through 8000 amp $300.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for feeder circuits of 60 through 100 amp $35.00 263 Buffalo Grove Municipal Code Section Classification Fee 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for feeder circuits of 101 through 200 amp $50.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for feeder circuits of 201 through 400 amp $65.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for feeder circuits of 401 through 600 amp $85.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for feeder circuits of 601 through 1000 amp $110.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for feeder circuits of 1001 through 2000 amp $130.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fee for a motor three quarter horsepower or more The circuit fee plus $25.00 for the first and $15.00 for each additional 15.04.020 Section 109.2 subsection A.4. Electrical permit fee except for residential units, the fee for a motor less than three-quarter horsepower $10.00 plus the circuit fee 15.04.020 Section 109.2 subsection A.4. Audio communications system fee $50.00 15.04.020 Section 109.2 subsection A.4. Burglar alarm system fee $50.00 15.04.020 Section 109.2 subsection A.4. Electronic computer/data processing system fee $50.00 15.04.020 Section 109.2 subsection A.4. Fire alarm system fee $100.00 15.04.020 Section 109.2 subsection A.4. Intercom and public address system fee $50.00 per system 264 Buffalo Grove Municipal Code Section Classification Fee 15.04.020 Section 109.2 subsection A.4. Relocatable wired partitions system fee $50.00 15.04.020 Section 109.2 subsection A.4. Temporary wiring system fee $50.00 15.04.020 Section 109.2 subsection A.4. Electrical permit minimum fee for all installations, except signs $50.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fees for a sign of 15 AMPS $7.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fees for a sign of 20 AMPS $12.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fees for a sign of 30 AMPS $20.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fees for a sign of 40 AMPS $25.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fees for a sign of 50 AMPS $30.00 15.04.020 Section 109.2 subsection A.4. Electrical permit fees for a sign of 60 AMPS $40.00 15.04.020 Section 109.2 subsection A.4. Electrical permit minimum plan review fee $50.00 or 25 percent of the building plan review fee— Whichever is greater. 15.04.020 Section 109.2 subsection A.5. Mechanical permit fees for heating in residential (new or replacement unit) $50.00 15.04.020 Section 109.2 subsection A.5. Mechanical permit fees for heating in all non- residential uses (new installations) per 2,000 square feet or fraction thereof $50.00 265 Buffalo Grove Municipal Code Section Classification Fee 15.04.020 Section 109.2 subsection A.5. Mechanical permit fee for air conditioning (window units not included) in a residence (new or replacement unit) $50.00 15.04.020 Section 109.2 subsection A.5. Mechanical permit fee for air conditioning (window units not included) in any non-residential unit (new installations) per 2,000 square feet or fraction thereof $50.00 15.04.020 Section 109.2 subsection A.5. Minimum mechanical permit fee for modification of existing duct work $50.00 15.04.020 Section 109.2 subsection A.5. Mechanical permit fee plan review fee $50.00 or 25 percent of building plan review fee— Whichever is greater 15.04.020 Section 109.2 subsection A.6. Elevator permit fee—New installation charge per each elevator, dumbwaiter, moving walk, escalator, conveyor or manlift (includes initial inspection) $125.00 15.04.020 Section 109.2 subsection A.6. Elevator permit fee—Semi-annual inspection/Certificate of compliance per each inspection per elevator, dumbwaiter, moving walk, escalator, conveyor or manlift $80.00 15.04.020 Section 109.2 subsection A.6. Elevator permit fee—Semi-annual inspection/Certificate of compliance per each inspection for repairs and reinspection $80.00 15.04.020 Section 109.2 subsection A.6. Elevator permit fee—Plan review fee for each elevator, conveyor, dumbwaiter, moving walk, escalator or manlift for buildings of four stories or less $175.00 15.04.020 Section 109.2 subsection A.6. Elevator permit fee—Additional fee per floor for every story above four stories: $10.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, new automatic sprinkler system, each system, 1-100 heads $125.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, new automatic sprinkler system, every 100 additional heads or fraction thereof $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to an existing system of 20 heads or less $25.00 266 Buffalo Grove Municipal Code Section Classification Fee 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to an existing system of 21-100 heads $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to an existing system every 100 additional heads or fraction thereof $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to partial system of the domestic water system $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to existing system: standpipes (each) $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to existing system: fire pumps (each) $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to existing system: hood suppression systems $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to existing system: clean agent extinguishing systems $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to existing system: alternate fire extinguishing systems $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to existing system: means of egress access control systems $50.00 15.04.020 Section 109.2 subsection A.7. Fire protection system fee, renovation to existing system: plan review/inspection fee for fire suppression systems $100.00 15.04.020 Section 109.2 subsection A.7. Fire alarm system fee: New or modification to an existing system (this is in addition to a $100.00 electrical fee) $60.00 15.04.020 Section 109.2 subsection A.7. Fire alarm system fee: Plan review/inspection fee for fire alarm systems of 5,000 square feet or less $50.00 267 Buffalo Grove Municipal Code Section Classification Fee 15.04.020 Section 109.2 subsection A.7. Fire alarm system fee: Plan review/inspection fee for fire alarm systems of 5,001 to 10,000 square feet $5.00 per device (minimum $100.00) 15.04.020 Section 109.2 subsection A.7. Fire alarm system fee: Plan review/inspection fee for fire alarm systems of 10,000 square feet or more $5.00 per device (minimum $150.00) 15.04.020 Section 109.2 subsection A.8. Above-ground pool installation or alteration permit fee $50.00 15.04.020 Section 109.2 subsection A.9. Plan review fee for the Health Department $50.00 or 25% of building plan review fee—Whichever is greater 15.04.020 Section 109.2 subsection A.10. Any inspection or reinspection not covered by the fees designated in section 109.2 (per inspection) $50.00 15.04.020 Section 109.2 subsection A.11. Where work has been started prior to the issuance of a permit, the normal permit fee shall be increased to Doubled the original permit fee (with a minimum of $50.00 and a maximum of $1,000.00) 15.04.020 Section 109.2 subsection A.12. The fee for Certificate of Occupancy: residential (per unit) $50.00 15.04.020 Section 109.2 subsection A.12. The fee for Certificate of Occupancy: non-residential (per unit) $150.00 15.04.020 Section 109.2 subsection A.13. Zoning/Code Compliance Letter (non-residential only) $150.00 15.04.020 Section 109.2 subsection A.14. Parking Lot Repairs/Restriping $50.00 15.04.020 Section 109.2 subsection A.15. Permit fee for Fire Department construction inspections (includes one reinspection) $50.00 15.04.020 Section 109.2 subsection A.15. Fee per reinspection by the Fire Department after the first reinspection $50.00 268 Buffalo Grove Municipal Code Section Classification Fee 15.04.020 Section 109.2 subsection A.15. Fire Department annual safety inspection fee (original inspection or the first reinspection) $0.00 15.04.020 Section 109.2 subsection A.15. Fire Department annual safety inspection fee per reinspection subsequent to first reinspection $50.00 15.04.020 Section 109.2 subsection A.16. Temporary food service permit fee $75.00 15.04.020 Section 109.2 subsection A.17 Driveway and/or apron permit fee $50.00 15.04.020 Section 109.2 subsection A.18 Permit cancellation fee $50.00 15.12.030 subsection C Fee for Public Works Department to complete connection to the Village storm sewer system in the parkway $1,200.00 15.20.030 subsection A. Fence permit fee $35.00 for the first one hundred lineal feet and $5.00 for each additional one hundred lineal feet or any part thereof 15.32.030 Contractor, subcontractor or construction manager annual fee $100.00 for the first trade. If registering for more than one trade, then $100.00 for the first trade and $50.00 for each subsequent trade. Any contractor registering on or after July 1st will pay one-half the required fee until the end of the year. 15.32.040 subsection A.2. Electrical contractor annual registration fee $50.00 15.36.050 subsection C. New license or renewal license for renting a single- family home, condominium, townhome, or row house $85.00 269 Buffalo Grove Municipal Code Section Classification Fee 15.36.050 subsection C. New license or renewal license for renting an apartment complex $150.00 per building plus $40.00 per dwelling unit 15.36.050 subsection E. Late fee if license is paid between January 1 and February 1 $85.00 15.36.060 subsection F. First reinspection fee $50.00 15.36.060 subsection F. Second reinspection fee $75.00 15.36.060 subsection F. Third and subsequent reinspection fee(s) $125.00 15.36.060 subsection G. Absentee or cancellation fee for when an owner or agent fails to keep a scheduled inspection or reinspection, or fails to cancel a scheduled appointment by 24 hours prior to the scheduled appointment $60.00 16.20.020 subsection D. Concept plan filing fee $150.00 plus $25.00 for each acre or fraction thereof in excess of 5 acres, not to exceed $1,000.00 16.20.020 subsection H. Public Hearing fee and an Engineering Review fee for a public hearing with the Planning and Zoning Commission 1.0% of the total estimated cost of construction of all improvements required pursuant to Title 16. 16.20.080 subsection D.1. Plat filing application fee for a developer 3.5% of the total estimated cost of all improvements, both public and private, governed by Title 16, less the amount of the engineering review fee, paid pursuant to Section 16.20.020 16.20.105 subsection C. Filing fee for an administrative subdivision $100.00 16.20.105 subsection D. Initial payment and recoverable cost escrow for an administrative subdivision $500.00 17.36.020 subsection A.2. Permit fee for any construction, reconstruction, re- striping or expansion or modifi cation of a parking lot $50.00 plus an engineering and reviewing fee of 3.5% of the first $10,000 of the construction cost estimate plus 1.0% 270 Buffalo Grove Municipal Code Section Classification Fee of the remaining construction cost estimate 19.01.030 subsection C. Subdivider or developer cash contribution for library services (per person in the subdivision or development) $93.85 19.01.040 subsection B. Fair market value of improved land in the Village for purposes of determining cash contributions in lieu of land (per acre) $175,000.00 271 2.62.015 - VILLAGE CODE HEARING JURISDICTION Chapter/Section Title/Offenses Minimum Fine/Fine Paid Before Hearing Maximum Fine* Minimum Fine— Must Appear at Hearing Chapter 3.52 Municipal Commuter Station Parking Lot Fees 3.52.020 Failure to Pay Daily Parking Fee— Metra $25 $50 3.52.040 Resident Parking Only Violation— Metra $25 $50 3.52.055 Failure to Pay Daily Parking Fee— Township $25 $50 Chapter 5.20 Liquor Controls 5.20.190.A Alcohol underage/possession/consumption $150 5.20.190.B. and C. Alcohol sale, give, or deliver to underage $250 5.20.192 Social Hosting Responsibility $1,000 first violation $2,000 each subsequent violation Chapter 5.24 Solicitors 5.24.020 Soliciting without a permit $100 5.24.080 Soliciting-Failure to leave when requested $100 5.24.090 Soliciting where posted "No Soliciting" $100 5.24.100 Soliciting in violation of soliciting hours/days $100 Chapter 5.32 Tobacco 5.32.090 Sale/delivery of tobacco products to person under 21 years of age $125 5.32.105 Possession of tobacco products by person under 18 years of age $100 Chapter 5.40 Hours of Operation Adjacent to Residential Areas 5.40.040 Violation of Hours of Operation requirements $75 Chapter 6.12 Care and Control 6.12.010 No Rabies Vaccination—1st Violation $50 6.12.010 No Rabies Vaccination—2nd Violation $75 6.12.010 No Rabies Vaccination—3rd Violation $100 272 Chapter/Section Title/Offenses Minimum Fine/Fine Paid Before Hearing Maximum Fine* Minimum Fine— Must Appear at Hearing 6.12.020 No Dog or Cat License $100 6.12.060 Failure to Remove Excrement—1st Violation $50 6.12.060 Failure to Remove Excrement—2nd Violation $75 6.12.060 Failure to Remove Excrement—3rd Violation $100 6.12.070 Dog or Cat at Large—1st Violation $50 6.12.070 Dog or Cat at Large—2nd Violation $75 6.12.070 Dog or Cat at Large—3rd Violation $100 6.12.080 Excessive Number of Animals—1st Violation $50 6.12.080 Excessive Number of Animals—2nd Violation $75 6.12.080 Excessive Number of Animals—3rd Violation $100 6.12.090 Prohibited Animal—1st Violation $50 6.12.090 Prohibited Animal—2nd Violation $75 6.12.090 Prohibited Animal—3rd Violation $100 6.12.120 Found to be potentially dangerous animal $75 6.12.150.D Excessive Dog Barking—1st Violation $50 6.12.150.D Excessive Dog Barking—2nd Violation $75 6.12.150.D Excessive Dog Barking—3rd Violation $100 Chapter 8.20 Refuse 8.20.020 Lack of required refuse service $50 8.20.030 Littering $100 8.20.070 Garbage—Out Too Early $25 8.20.090 Garbage—Unsecured $25 8.20.100 Illegal Dumping/Burning $50 Chapter 8.24 Nuisances and Miscellaneous Health Laws 8.24.020 Stagnant water creating mosquito nuisance $50 8.24.060 Pest infestation—Insects $50 8.24.070 Pest infestation—Rodents $50 8.24.110 Use Constituting Nuisance $50 Chapter 8.32 Weeds, Grass, Refuse and Junk 8.32.010.A Weeds in Excess of 12 Inches $50 8.32.010.B Grass in Excess of 6 Inches $50 Chapter 9.04 Alarm Systems 9.04.020 No Valid Alarm Permit $25 Chapter 9.16 Buffalo Grove Controlled Substances Adoption by reference of the Illinois 273 Chapter/Section Title/Offenses Minimum Fine/Fine Paid Before Hearing Maximum Fine* Minimum Fine— Must Appear at Hearing Cannabis Regulation and Tax Act (ICRTA) ICRTA 10-5 9.16.020.A - For residents of the State of Illinois Possession of Cannabis (over 30 grams of cannabis flower) $150 $250 ICRTA 10-5, 10-10 9.16.020.B - For residents of the State of Illinois Possession of Adult Use Cannabis with more than 500 milligrams of THC contained cannabis-infused product $150 $250 ICRTA 10-5, 10-10 9.16.020.C - For residents of the State of Illinois Possession of more than 5 grams of cannabis concentrate $150 $250 ICRTA 10-5, 10-10 9.16.020.D - For residents of the State of Illinois Possession of Adult Use Cannabis of persons under 21 $150 $250 ICRTA 10-5, 10-10 9.16.020.E - For nonresidents of the State of Illinois Possession of Cannabis (over 15 grams of cannabis flower) $150 $250 ICRTA 10-5, 10-10 9.16.020.F - For nonresidents of the State of Illinois Possession of Adult Use Cannabis with more than 250 milligrams of THC contained in cannabis-infused product $150 $250 ICTRA 10-5, 10-10 9.16.020.G - For nonresidents of the State of Illinois Possession of more than 2.5 grams of cannabis concentrate $150 $250 ICTRA 10-5, 10-10 9.16.020.H - For nonresidents of the State of Illinois Possession of Adult Use Cannabis of persons under 21 $150 $250 ICRTA 10-5, 10- 10, 10-15 9.16.020.I Possession, consumption, use, purchase, obtaining, transporting, or cultivating cannabis not otherwise in accordance with ICRTA $150 $200 ICRTA 10-5, 10-20 274 Chapter/Section Title/Offenses Minimum Fine/Fine Paid Before Hearing Maximum Fine* Minimum Fine— Must Appear at Hearing 9.16.020.J Use of false identification to obtain cannabis $150 $250 ICRTA 10-20, 10- 35 9.16.020.K Sale, transferring and/or facilitation the use of Cannabis not in conformance with ICRTA $150 $250 ICRTA 10-35 9.16.020.L Undertaking tasks, possession, use, smoking, operating, navigating or being in actual physical control of any motor vehicle, aircraft or motorboat while using cannabis in violation of the Illinois Vehicle Code $150 $250 ICRTA 10-35 9.16.020.M Possession and/or consumption in a prohibited public place and/or otherwise in violation of State statute $150 $250 Chapter 9.17 Drug Paraphernalia 9.17.020 Possession/sale of drug paraphernalia $100 Chapter 9.28 Disorderly Conduct 9.28.010 Disorderly conduct $100 9.28.010.C Possession of fireworks $150 9.28.025 Public Nuisance Assemblage/Social Host $100 Chapter 9.32 Smoking in Public Places 9.32.020 Smoking in Enclosed Public Place Not less than $150 1st violation 9.32.030 Smoking in Place of Employment Not less than $150 1st violation 9.32.040 Smoking in Open Air Dining Area Not less than $150 1st violation 9.32.050 Smoking at Entrance Not less than $150 1st violation Chapter 9.38 Noise 9.38.020 Noise Prohibited $75 275 Chapter/Section Title/Offenses Minimum Fine/Fine Paid Before Hearing Maximum Fine* Minimum Fine— Must Appear at Hearing 9.38.030 Noise within a multifamily structure $100 9.38.037 Construction regulations—Hours of work $75 Chapter 9.48 Trespass and Damage to Property 9.48.020 Trespass $150 9.48.030.A. Damage to Village Property $150 9.48.040 Graffiti $150 Chapter 9.52 Theft 9.52.020 Theft $200 9.52.020 Retail theft $250 Chapter 9.68 Curfew 9.68.010 Curfew $100 Chapter 9.70 Truancy 9.70.010 Truancy $100 Chapter 9.80 Weapons 9.80.010 Air rifle/BB gun/Gun discharge $100 Chapter 10.08 Snow 10.08.010 Parking—After 2-inch Snow $25 $50 10.08.020 Dumping Snow in Street $25 $50 Chapter 10.16, Section 10.16.010 Buffalo Grove Vehicle and Traffic Code. Adoption by Reference of the Illinois Vehicle Code (IVC) 5/3-401 No valid registration $50 $75 5/3-413(a) No front/rear registration plate $50 $75 5/3-413(b) Improper display of license plate $50 $75 5/3-413(f) Operation of vehicle w/expired registration $50 $75 5/3-413(g) Use of license plate cover $50 $75 5/3-701 Inoperable odometer under mileage plates $50 $75 5/1-100 et seq. Miscellaneous Traffic Code Violations $50 $75 5/11-1003(a) Jay Walking $25 $50 5/11-1301.3 Handicapped Zone Parking $250 $375 5/11-1303. (a).1.b. Parked Blocking Sidewalk $25 $50 5/11-1303. (a).2.b. Parked Within 15 feet of Fire Hydrant $25 $50 5/11-1303. (a).2.c. Parked Within 20 feet of Crosswalk $25 $50 5/11-1303. (a).2.d. Parked Within 30 feet of Traffic Control Device $25 $50 5/11-1303. (a).3.b. Parking Where Prohibited $25 $50 5/11-1303. (a).3.b. Parking in Loading Zone $25 $50 276 Chapter/Section Title/Offenses Minimum Fine/Fine Paid Before Hearing Maximum Fine* Minimum Fine— Must Appear at Hearing 5/11-1304.a. Parking over 12 inches from Curb $25 $50 5/11-1304.a. Parking—Left Wheels to Curb $25 $50 5/11-1304.5 Parking of Vehicle With Expired Registration $25 $50 5/6-112 Driver's license not on person $50 $75 5/6-116 Failure to notify Secretary of State— Change of address $50 $75 5/12-713 Improperly marked vehicles— Contractor $50 $75 5/12-101 Unsafe equipment $50 $75 5/12-201(a) Driving motorcycle w/out lighted headlight $50 $75 5/12-201(b) Driving w/out lights when required $50 $75 5/12-201(b) Only one taillight $50 $75 5/12-201(c) No rear license plate light $50 $75 5/12-204 Improper lamp or flag on projected load $50 $75 5/12-207 Improper use of spot lamp/aux driving lamps $50 $75 5/12-208 No stop lights $50 $75 5/12-209(c) Defective back-up lights $50 $75 5/12-210 Failure to dim headlights $50 $75 5/12-211 Only one headlight $50 $75 5/12-301 Defective brakes $50 $75 5/12-405(c) Use of unsafe tire $50 $75 5/12-502 No rear-view mirror $50 $75 5/12-503(a) Illegally Tinted Windows $50 $75 5/12-503(c) Obstructed windshield $50 $75 5/12-503(d) Obstructed windows—Snow, ice, moisture $50 $75 5/12-503(d) No windshield clearing device (wipers) $50 $75 5/12-601(a) Defective or no horn $50 $75 5/12-602 Loud muffler—Excessive noise $50 $75 5/12-603.1 Failure to Wear Properly Adjusted Seat Belt $50 $75 5/12-608 No bumper or unlawful bumper height $50 $75 5/12-610.2 Use of Mobile Telephones $50 5/12-611 Illegal operation of sound amplification—75' $50 $75 5/12-702 No flags, flares, warning devices carried $50 $75 5/12-710 Inadequate or no splash guards (mud flaps) $50 $75 277 Chapter/Section Title/Offenses Minimum Fine/Fine Paid Before Hearing Maximum Fine* Minimum Fine— Must Appear at Hearing Title 10, Chapter BG-4 Towing BG-4-101.E.1. Abandoned vehicle over 7 days $25 $50 Title 10, Chapter BG-11 Rules of the Road BG-11-1303.C.1. Parking on Parkway or Median $25 $50 BG-11-1303. C.2.b. Parking—Blocking Driveway $25 $50 BG-11-1303. C.2.c. Parking in Posted Fire Lane $25 $50 BG-11-1308.1. Parking on Street 2 am to 6 am $25 $50 BG-11-1311 Selling Vehicle on Street $25 $50 Chapter 12.20 Trees, Shrubs, and Other Plants 12.20.070 Trees/vegetation obstructing public sidewalks $100 12.20.080 Trees/vegetation creating visual obstructing $100 Chapter 13.05 Water System Cross-connection Control 13.05.110. A.2. Inspection and maintenance $50 Chapter 13.16 Water Conservation 13.16.020 Sprinkling Ban Violation (12:00—6:00 p.m.) $100 Title 14 Sign Code 14.12.010 Signs Installed without a Permit $50 14.32.060 Signs Placed in the Public Right-of- Way $50 Chapter 15.04, Section 15.04.010 International Building Code. Adoption by Reference of the International Building Code (IBC) IBC 105.1 Failure to secure required permit (Commercial) $200 Chapter 15.05, Section 15.05.010 International Residential Code One- and Two-Family Dwellings. Adoption by Reference of the International Residential Code One- and Two- Family Dwellings (IRC) IRC 105.1 Failure to secure required permit (Residential) $50 Chapter 15.06, Section 15.06.010 Property Maintenance Code. Adoption by Reference of the International Property Maintenance Code (IPMC) IPMC 302.8, as amended Parking on non-approved surface/grass/lawn $50 278 Chapter/Section Title/Offenses Minimum Fine/Fine Paid Before Hearing Maximum Fine* Minimum Fine— Must Appear at Hearing IPMC 302.8, as amended Unlicensed vehicle $100 IPMC 302.8, as amended Vehicle in a state of disrepair $75 IPMC 304 Property in disrepair $75 IPMC 307 Junk/Garbage/Debris on property $75 Chapter 15.12 Plumbing Code 15.12.030 Downspout and sump pump discharges $75 Chapter 15.20 Fence Code 15.20.100 Fence in Disrepair $100 Chapter 15.36 Residential Rental Housing Program 15.36.040 Renting property without a license $100 15.36.060 Failure to schedule/allow rental inspection $100 Chapter 17.12 Definitions 17.12.230 Use or occupancy of a One-Family Dwelling by more than one family $25 Chapter 17.28 Special Uses 17.28.080 Adult Use Cannabis Business Organizations $750/day 17.28.080 Cultivation, craft growing, infusing and/or transporting adult use cannabis in violation of the Cannabis Regulation and Tax Act $750/day ICRTA 15 et seq. 17.28.080 Operating a cannabis dispensary in violation of ICRTA $100 $250 Chapter 17.36 Driveways and Off-Street Parking and Loading Facilities 17.36.030 Improper Recreational Vehicle Parking $50 17.36.030 Improper parking of a commercial vehicle/Residential District $25 17.36.030 Oversized Vehicle $25 17.36.030 Improperly maintained parking lots $50 17.36.030 Improperly marked accessible parking spaces $50 279 APPENDIX B: HEALTH PLAN AND STAFFING Health Plan Benefits - Employee Staffing Levels 280 HEALTH PLAN BENEFITS The Village offers two health insurance coverage options (1 PPO and 1 HMO) on a self-insured, pooled basis using the BlueCross BlueShield network. The Village also offers Basic Life /AD&D coverage, dental insurance coverage on a self-funded, pooled basis through Delta Dental and vision insurance coverage on a fully insured based through Vision Service Plan. On January 1, 2012, the Village entered the Intergovernmental Personnel Benefits Cooperative (IPBC). Established in 1978, IPBC is a benefits pool, created under Illinois Law and regulated by the Illinois Department of Insurance. Comprised of approximately 136 municipalities and similar units of local government, the IPBC covers over 17,000 active employees and retiree lives. Participation in the IPBC provides the Village with great benefits, including, but not limited to the following: 1.IPBC rate increases have historically trended lower than industry benchmarks. 2.Economies of scale are experienced from negotiating and purchasing insurance products in intergovernmental consortiums. 3.The IPBC has expanded access to more effective cost containment options by negotiating contracts with BlueCross BlueShield, Cigna, and United Healthcare. 4.The IPBC provides a wealth of information and support services to assist the Village in regard to the impact of Healthcare Reform, compliance, and cost analysis. 5.IPBC provides reimbursement for a range of wellness services including the PUSH Wellness program and annual employee flu shots. The FY2016-FY2022 medical insurance premium contribution schedule that has been adopted for all eligible Village employees, including those in bargaining units, is as follows: $4,400,000 $4,600,000 $4,800,000 $5,000,000 $5,200,000 $5,400,000 $5,600,000 2017 2018 2019 2020 2021 2022 Annual Contributons to the IPBC 281 2021 VERSUS 20 2 2 PREMIUM STRUCTURE ($) HMO Medical Plan 2021 Monthly Rates 2022 Monthly Rates Employee Village Total Employee Village Total Single employee $84.68 $479.82 $564.50 $83.66 $474.07 $557.72 Single + 1 dependent $171.05 $969.26 $1,140.31 $168.99 $957.64 $1,126.63 Family +2 dependents $302.29 $1,712.99 $2,015.28 $298.66 $1692.43 $1,991.10 Dental Plan 2021 Monthly Rates 2022 Monthly Rates No employee contribution Employee Village Total Premium Employee Village Total Single employee $0.00 $55.20 $55.20 $0.00 $56.91 $56.91 Single + 1 dependent $0.00 $92.91 $92.91 $0.00 $95.79 $95.79 Family + 2 dependents $0.00 $155.82 $155.82 $0.00 $160.65 $160.65 Vision Plan 2021 Monthly Rates 2022 Monthly Rates No employee contribution Employee Village Total Premium Employee Village Total Single employee $0.00 $4.78 $4.78 $0.00 $4.97 $4.97 Single + 1 dependent $0.00 $7.81 $7.81 $0.00 $7.96 $7.96 Single + spouse $0.00 $7.65 $7.65 $0.00 $8.12 $8.12 Family 0 $12.59 $12.59 $0.00 $13.10 $13.10 PPO Medical Plan 2021 Monthly rates 2022 Monthly rates Employee Village Total Employee Village Total 90% In-Network / 70% Out of network benefit Single employee $106.31 $602.40 $708.71 $113.43 $642.76 $756.19 Single + 1 dependent $214.75 $1,216.86 $1,431.61 $229.13 $1,298.40 $1,527.53 Family $379.52 $2,150.59 $2,530.11 $404.94 $2,294.68 $2,699.62 282 EMPLOYEE STAFFING LEVELS Office of the Village Manager/ Administration FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Administrative Assistant 0 0.5 0 0 0 0 Assistant to the Village Manager 1 0 1 0 1 0 Community Engagement Director 0 0 0 0 1 0 Community Engagement Specialist 0 0 0 0 1 0 Deputy Village Clerk 1 0 0 0 0 0 Deputy Village Manager 2 0 1.5 0 1 0 Village Manager 1 0 1 0 1 0 Total 5 0 2.5 0 5 0 Full & Part-Time FTE Total 5.5 2.5 5 Administrative Services Department FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Administrative Services Director 0 0 1 0 1 0 Administrative Services Manager 0 0 0.5 0 1 0 Buyer 0 0 0 0.5 1 0 Records Clerk 0 0 0 0.5 0 0.5 Total 0 0 1.5 1 3 0.5 Full & Part-Tim FTE Total 0 2.5 3.5 Human Resources FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Director of Human Resources 1 0 1 0 1 0 Management Analyst 1 0 1 0 1 0 Total 2 0 2 0 2 0 Full & Part-Time Total 2 2 2 Finance & General Services FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Accountant 1 0 0 0.5 1 0.5 Accounts Payable Coordinator 1 0 1 0 1 0 Deputy Finance Director 1 0 1 0 1 0 Director of Finance/Treasurer 1 0 1 0 1 0 Finance Clerk 1 0 1 0 1 0 Payroll Coordinator 1 0 1 0 1 0 Purchasing Manager 1 0 0 0 0 0 Utility Billing Coordinator 1 0 1 0 1 0 Total 8 0 6 0.5 7 0.5 Full & Part-Time Total 8 6.5 7.5 283 Community Development FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Administrative Assistant 2 0 2 0 2 0 Administrative Services Manager 0 0 0.5 0 0 0 Associate Planner 1 0 1 0 1 0 Building Commissioner 1 0 0 0.5 0 0 Building Inspector 1 0 1 0 0 0 Chief Building Inspector 0 0 0 0 1 0 Community Development Director 0.5 0 0.5 0 1 0 Deputy Community Development Director 1 0 1 0 1 0 Electrical Inspector 1 0 0 0 0 0 Health Inspector 1 0 1 0 1 0 Permit Coordinator 1 0 0 0.5 1 0 Plan Reviewer 1 0 1 0 1 0 Plumbing Inspector 1 0 0 0 0 0 Principal Planner 0 0 0 0 0 0 Property Maintenance Inspector 1 0.5 1 0 1 0 Total 12.5 0.5 9 1 10 0 Full & Part-Time Total 13 10 10 Fire Services FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Administrative Assistant 1 0 1 0 1 0 Battalion Chief 4 0 4 0 4 0 Deputy Fire Chief 1 0 1 0 1 0 Deputy Fire Marshall 1 0 1 0 1 0 EMA Coordinator 0 0.5 0 0.5 0 0.5 EMS Educator 1 0 1 0 1 0 Fire Chief 1 0 1 0 1 0 Fire Inspector 0 0.5 0 0 0 0.5 Fire Lieutenant 9 0 9 0 9 0 Firefighter/Paramedic 43 0 42 0 42 0 Management Analyst 1 0 1 0 1 0 Public Education Officer 0 0.5 0 0 0 0 Total 62 1.5 61 0.5 61 1 Full & Part-Time Total 63.5 61.5 62 284 Police Services FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Administrative Assistant 1 0 1 0 1 0 Chief of Police 1 0 1 0 1 0 Clerk 3 0 2 0.5 2 0.5 Community Engagement Specialist 0 0 1 0 0 0 Community Service Officer 2 0 2 0 2 0 Crossing Guard * 0 5 0 5 0 5 Deputy Police Chief 2 0 2 0 2 0 Desk Officer 3 1.5 3 1.5 2 1.5 Evidence Custodian 1 0 1 0 1 0 Lieutenant 4 0 6 0 6 0 Patrol Officer 46 0 42 0 45 0 Police Commander 2 0 0 0 0 0 Police Sergeant 8 0 7 0 8 0 Records Supervisor 1 0 0 0 0 0 Social Worker 1 0 1 0 1 0 Technical Services Administrator 1 0 1 0 1 0 Total 76 6.5 70 7 72 7 Full & Part-Time Total 82.5 77 79 Golf Operations FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Assistant Golf Professional 0 1 0 1 0 1 Golf Course Attendants- Seasonal 0 20.5 0 20.5 0 20.5 Head Golf Professional 2 0 2 0 2 0 Total 2 21.5 2 21.5 2 21.5 Full & Part-Time Total 23.5 23.5 23.5 285 Public Works/Engineering FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Administrative Assistant 2 0 2 0 2 0 Assistant Public Works Director 0 0 1 0 2 0 Automotive Mechanic II 3 0 2 0 2 0 Automotive Shop Assistant 0 1 0 0 0 0 Building Maintenance Manager 1 0 1 0 1 0 Buyer 0 0 0.5 0 0 0 Civil Engineer I 1 0 1 0 1 0 Civil Engineer II 2 0 1 0 1 0 Deputy Director of Public Works 1 0 0 0 0 0 Director of Public Works 1 0 1 0 1 0 Engineering Intern 0 1 0 1 0 1 Engineering Technician 1 0 1 0 1 0 Fleet Manager 1 0 1 0 1 0 Forestry & Grounds Manager 1 0 1 0 1 0 Seasonal Laborer 0 3 0 1.5 0 4 Maintenance Worker I 8 0 11 1 12 1.5 Maintenance Worker II 11 0 10 0 10 0 Crew Leader 6 0 6 0 6 0 Management Analyst 1 0 1 0 1 0 Superintendent of Maintenance 1 0 1 0 1 0 Seasonal Snow Plow Driver 0 1.5 0 0 0 0 Sewer & Drainage Manager 1 0 1 0 1 0 Streets Manager 1 0 1 0 1 0 Superintendent of Utilities 1 0 1 0 1 0 Village Engineer 1 0 1 0 1 0 Water Manager 1 0 1 0 1 0 Total 46 6.5 46.5 3.5 48 6.5 Full & Part-Time Total 52.5 50 54.5 TOTAL EMPLOYEE COUNT Village of Buffalo Grove FY 2020 FY 2021 FY 2022 FT PT FT PT FT PT Total 213.5 37 200.5 35 210 37 Full & Part-Time Total 250.5 235.5 247 286 APPENDIX C : DOCUMENT DEFINITIONS Glossary - Acronyms 287 GLOSSARY The Annual Budget contains terminology unique to public finance and budgeting. This glossary was prepared to assist the reader of this document in the understanding of some of these terms. Abatement: A partial or complete cancellation of a levy imposed by the Village. Abatements usually apply to tax levies, special assessments, and service charges. Ad Valorem Tax: A direct tax based “according to value” of property, commonly referred to as a property tax. Advanced Refunding Bonds: Bonds issued to refund an outstanding bond issue prior to the date which the outstanding bonds become due or callable. Proceeds of the advanced refunding bonds are deposited in escrow with a fiduciary, invested in United States Treasury Bonds or other authorized securities, and used to redeem the underlying bonds at maturity or call date. Agencies: Informal name that refers to securities issued by the United States government and U.S. government sponsored instrumentalities. Agency Fund: A fund normally used to account for assets held by a government as an agent for individuals, private organizations or other governments and/or other funds. Amortization: The process of paying the principal amount of an issue of bonds by periodic payments either directly to bondholders or to a sinking fund for the benefit of bondholders. Appropriation: A legal authorization granted by the Village Board to make expenditures and to incur obligations for specific purposes. An appropriation usually is limited in amount and time it may be expended. Arbitrage Bonds: Bonds which are deemed by the I.R.S. to violate federal arbitrage regulations. The interest on such bonds becomes taxable and the bondholders must include this interest as part of gross income for federal income tax purposes (I.R.S. Reg. 1.103-13 through 1.103-15). Asked : The trading price proposed by the prospective seller of securities. Also called the offer or offered price. Assessed Valuation: A value that is established for real or personal property and used as a basis for levying property taxes. (Note: property values are established by the Township Assessor.) Assessed Value: 288 An annual determination of the just or fair market value of property for purposes of ad valorem taxation. Assets: Property including cash on hand, facilities, and equipment owned by a government. Audit: An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the basic financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall basic financial statement presentation. Balance Sheet: That portion of the Village's financial statement that discloses the assets, liabilities, reserves, and balances of a specific governmental fund as of a specific date. Bankers' Acceptance (BA): A short-term financial instrument that is the unconditional obligation of the accepting bank. Basis of Accounting: A term used when revenues, expenditures, expenses, transfers, assets and liabilities are recognized in the accounts and reported in the financial statements. Specifically, it relates to the timing of the measurements made, regardless of the nature of the measurement, on the cash, modified accrual, or the accrual method. Basis Point: 1/100 of one percent. Bid: The trading price acceptable to a prospective buyer of securities. Blended Service Model: The mix of contracted services in tandem with Village forces to complete a collective objective. Bond: A written promise to pay a sum of money on a specific date at a specified interest rate. The interest payments and the repayment of the principal are detailed in a bond ordinance. The most common types of bonds are general obligation and revenue bonds. These are most frequently used for the financing of capital improvements. Bond Anticipation Notes (BANS): Short-term interest bearing notes issued by a government in anticipation of bonds to be issued at a later date. The notes are retired from proceeds of the bond issue to which they are related. Bond Counsel: An attorney retained by the Village to render a legal opinion whether the Village is authorized to issue the proposed bonds, has met all legal requirements necessary for issuance, and whether interest on the bonds is, or is not, exempt from federal and state income taxation. Bonded Debt: The portion of an issuer’s total indebtedness represented by outstanding bonds. 289 Bond Equivalent Yield (BEY): An annual yield, expressed as a percentage, describing the return provided to bond holders. The BEY is a way to compare yields available from discount securities such as Treasury bills and BAs with yields available from coupon securities. Broker: A party who brings buyers and sellers together. Brokers do not take ownership of the property being traded. They are compensated by commissions. They are not the same as dealers; however, the same individuals and firms that act as brokers in some transactions may act as dealers in other transactions. Brokered and Negotiable Certificates of Deposit: Short-term (2 to 52 weeks) large denomination ($100,000 minimum). Certificate of Deposit that is issued at a discount on its par value, or at a fixed interest rate payable at maturity and are freely traded in secondary markets Budget: A plan of Village financial operations, which includes an estimate of proposed expenditures and a proposed means of financing them. The term used without any modifier usually indicates a financial plan for a single operating year. The budget is the primary means by which the expenditure and service levels of the Village are controlled. Budget Act: The Budget Act allows the municipality to adopt a single document that serves as the annual budget and the appropriation ordinance. Budget Message: The opening section of the budget, which provides the Village Board and the public with a general summary of the most important aspects of the budget, changes from the current and previous fiscal years, and the views and recommendations of the Village Manager. Callable Bond: A bond which permits or requires the issuer to redeem the obligation before the stated maturity date at a specified price, the call price, usually at or above par value. Capital Appreciation Bonds (CAB): A long-term security on which the investment return is reinvested at a state compound rate until maturity. The investor receives a single payment at maturity representing both the principal and investment return. Cash Management: The management of cash necessary to pay for government services while investing temporary cash excesses in order to earn interest revenue. Cash management refers to the activities of forecasting the inflows and outflows of cash, mobilizing cash to improve its availability for investment, establishing and maintaining banking relationships, and investing funds in order to achieve the balance of the highest interest and return, liquidity and minimal risk with these temporary cash balances. 290 Certificate of Deposit: A negotiable or non-negotiable receipt for monies deposited in a bank of financial institution for a specified period for a specified rate of interest. Charges for Service: User charges for services provided by the Village to those specifically benefiting from those services. Collateral: Securities, evidence of deposit or other property which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies. Commercial Paper: Very short-term, unsecured promissory notes issued in either registered or bearer form, and usually backed by a line of credit with a bank. Comprehensive Annual Financial Report (CAFR): The official annual report for the Village of Buffalo Grove. It includes five combined statements and basic financial statements for each individual fund and account group prepared in conformity with GAAP. It also includes supporting schedules necessary to demonstrate compliance with finance-related legal and contractual provisions, extensive introductory material, and a detailed Statistical Section. Coupon Rate: The annual rate of interest payable on a coupon bond (a bearer bond or bond registered as to principal only, carrying coupons evidencing future interest payments), expressed as a percentage of the principal amount. Dealer: A firm or individual who buys and sells for their own account. Dealers have ownership between a purchase from one party and a sale to another party. Dealers are compensated by the spread between the price they pay and the price they receive. Debenture: A bond secured only by the general credit of the issuer. Debt: A financial obligation resulting from the borrowing of money. Debts of government include bonds, notes, lines of credit, and land contracts. Debt Limit: The maximum amount of debt which an issuer is permitted to incur under constitutional, statutory or charter provision. Debt Service: The amount of money necessary to pay interest on an outstanding debt, the serial maturities of principal for serial bonds, and the required contributions to an amortization or sinking fund for term bonds. Deficit: The excess of expenditures or expenses over revenues or income during a single accounting period. 291 Delivery Versus Payment: The simultaneous exchange of securities and cash. The safest method of settling either the purchase or sale of a security. In a DVP settlement, the funds are wired from the buyer's account and the security is delivered from the seller's account in simultaneous independent wires. Demand Notes (Variable Rate): A short-term security which is subject to a frequently available put option feature under which the holder may put the security back to the issuer after giving specified notice. Many of these securities are floating or variable rate, with the put option exercisable on dates on which the floating rate changes. Department: A major administrative division of the Village, which indicates overall management responsibility for an operation. Depreciation: The allocation of the cost of a fixed asset over the asset’s useful life. Through this process, the entire cost of this asset less any salvage value is ultimately charged off as an expense. This method of cost allocation is used in proprietary funds. Discount: The amount by which the price for a security is less than its par. Discount Securities: Securities that do not pay periodic interest. Investors earn the difference between the discount issue price and the full face value paid at maturity. Treasury bills, bankers’ acceptances and zero coupon bonds are discount securities. Distinguished Budget Award Program: Award program that recognizes exemplary budget documentation as prescribed by the Government Finance Officers Association. Budgets are reviewed using a comprehensive checklist and those judged proficient receive the award. Diversification: Dividing investment funds among a variety of securities offering independent returns. Double Barreled Bonds (Alternative Revenue Bonds): A bond which is payable from the revenues of a governmental enterprise and are also backed by the full faith and credit of the governmental unit. Enterprise Fund: A fund established to account for operations (a) that are financed and operated in a manner similar to private business enterprises - where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. 292 Expenditures: Decreases in net financial resources. Expenditures include current operating expenses requiring the present or future use of net current assets, debt service and capital outlays, and intergovernmental transfers. Expenses: Charges incurred, whether paid or unpaid, resulting from the delivery of Village services. Federal Credit Agencies: Agencies of the Federal Government set up to supply credit to various classes of institutions and individuals, e.g., S & L's, small business firms, students, farmers, farm cooperatives, and exporters. Federal Deposit of Insurance Corporation (FDIC): A federal agency that insures bank deposits, currently up to $100,000 per deposit. Federal Funds Rate: The rate for which overnight federal funds are traded. Federal Home Loan Banks (FHLB): The institutions that regulate and lend to savings and loan associations. The Federal Home Loan Banks play a role analogous to that played by the Federal Reserve Banks vis-à-vis member commercial banks. Federal National Mortgage Association (FNMA or FANNIE MAE): FNMA is a federal corporation working under the auspices of the Department of Housing & Urban Development, HUD. It is the largest single provider of residential mortgage funds in the United States. Fannie Mae, as the corporation is called, is a private stockholder-owned corporation. The corporation's purchases include a variety of adjustable mortgages and second loans in addition to fixed -rate mortgages. FNMA assumes and guarantees that all security holders will receive timely payment of principal and interest. Federal Open Market Committee (FOMC): Consists of seven members of the Federal Reserve Board and five of the twelve Federal Reserve Bank Presidents. The President of the New York Federal Reserve Bank is a permanent member while the other Presidents serve on a rotation basis. The Committee periodically meets to set Federal Reserve guidelines regarding purchases and sales of Government Securities in the open market as a means of influencing the volume of bank credit and money. Federal Reserve System: The central bank of the United States created by Congress and consisting of a seven member Board of Governors in Washington, D.C., 12 regional banks and about 5,700 commercial banks that are members of the system. Fiscal Policy: The Village's policies with respect to revenues, spending, and debt management as these relate to government services, programs, and capital investment. Fiscal policy provides an agreed upon set of principles for the planning and programming of government budgets and their funding. 293 Fiscal Year: A 12-month period to which the Village's annual operating budget applies and at the end to which the Village determines its financial position and the results of its operation. The Village has specified January 1 to December 31 as its fiscal year. Fixed Assets: Assets of a long-term character which are intended to continue to be held or used. Examples of fixed assets include items such as land, buildings, machinery, furniture, and other equipment. Fund: An accounting entity with a self-balancing set of accounts, which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations. Fund Balance: The fund equity of governmental funds. Changes in fund balances are the result of the difference of revenues to expenditures. Fund balances increase when revenues exceed expenditures and decrease when expenditures exceed revenues. Generally Accepted Accounting Principles (GAAP): Uniform minimum standards and guidelines for financial accounting and reporting. They govern the form and content of the financial statements of an entity. GAAP encompass the conventions, rules and procedures necessary to define accepted accounting practice at a particular time. They include not only broad guidelines of general application, but also detailed practices and procedures. GAAP provides a standard by which to measure financial presentations. The primary authoritative body on the application of GAAP to state and local governments is the Governmental Accounting Standards Board (GASB). General Obligation Bonds: Bonds that finance a variety of public projects such as streets, buildings, and improvements; the repayment of these bonds is usually made from the Debt Service Fund, and these bonds are backed by the full faith and credit of the issuing government. GIS Consortium (GISC): The Consortium gives the Village access to staffing and development tools through a cooperative, regional consortium. Specifically GISC is a group of local communities working together to develop geographic information systems (GIS) solutions. These local governments have broad backgrounds in GIS-related technologies and share a common objective—to achieve the full benefits of GIS by maximizing value while reducing cost and risk. The GIS Consortium was established with the goal of investigating existing approaches to GIS in local government and integrating best practices into a unified model. Governmental Fund Types: Funds used to account for the acquisition, use and balances of expendable financial resources and the related current liabilities, except those accounted for in proprietary and trust funds. In essence, these funds are an accounting segregation of financial resources. Expendable assets are assigned to a particular governmental fund type according to the purposes for which they may or must be used. Current liabilities are assigned to the fund type from which they are to be paid. The difference between the assets and the liabilities of governmental fund types is referred to as fund balance. The measurement focus in this fund type is on the determination of financial position and changes in financial position (sources, uses and balances of financial resources), rather than on net income determination. The statement of revenues, expenditures, and changes 294 in fund balance is the primary governmental fund type operating statement. It may be supported or supplemented by more detailed schedules of revenues, expenditures, transfers and other changes in fund balance. Under current GAAP, there are four governmental fund types: general, special revenue, debt service and capital projects. Grant: A sum of money given by an organization, especially a government, for a particular purpose. Governmental National Mortgage Association (GNMA OR GINNIE MAE): GNMA, like FNMA, was chartered under the Federal National Mortgage Association Act of 1938. Securities guaranteed by GNMA and issued by mortgage bankers, commercial banks, savings and loan associations and other institutions. Security holder is protected by full faith and credit of the U.S. Government. Ginnie Mae securities are backed by FHA, VA or FMHM mortgages. The term pass-throughs is often used to describe Ginnie Maes. I ncome: A term used in proprietary fund type accounting to represent (1) revenues, or (2) the excess of revenues over expenses. Intergovernmental Revenue: Funds received from federal, state, and other local government sources in the form of grants, shared revenues, and payments in lieu of taxes. Internal Service Fund: A fund that is comprised of one or more departments that provides services to other departments within the governmental unit or amongst multiple governmental units. These services are funded through expenditures in the departments that utilize the services provided and recorded as revenue in the internal service fund created. Investment Policy: The Budget Act allows the municipality to adopt a single document that serves as the annual budget and the appropriation ordinance. Lease Purchase Agreement (Capital Lease): A contractual agreement whereby the government borrows funds from a financial institution or a vendor to pay for capital acquisition. The title to the asset(s) normally belongs to the government with the lessor acquiring security interest or appropriate lien therein. Letter of Credit: A commitment, usually made by a commercial bank, to honor demands for payment of a debt upon compliance with conditions and/or the occurrence of certain events specified under the terms of the commitment. Level Debt Service: An arrangement of serial maturities in which the amount of principal maturing increases at approximately the same rate as the amount of interest declines. 295 Levy: (Verb) to impose taxes, special assessments, or service charges for the support of governmental activities. (Noun) The total amount of taxes, special assessments, or service charges imposed by the Village. Liability: Debt or other legal obligations arising out of transactions in the past, which must be liquidated, renewed or refunded at some future date. Liquidity: A liquid asset is one that can be readily converted to cash through sale in an active secondary market. Local Government Investment Pool (LGIP): Pools through which governmental entities may invest short term cash. Examples of LGIP's are the Illinois Funds, administered by the Illinois State Treasurer and the Illinois Metropolitan Investment Fund. L ong -Term Debt: Long-term debt is defined, for purposes of this policy, as any debt incurred whose final maturity is more than three years. Maturity: The date upon which the principal of a municipal bond becomes due and payable to bondholders. Major Services: The actions a department undertakes to accomplish the work necessary in individual Program Areas. Market Value: The price at which a security could presumably be purchased or sold. Mark to Market: The process of restating the carrying value of an asset or liability to equal its current market value. Master Repurchase Agreement: A written contract covering all future transactions between parties. The agreement establishes each party’s right in the transaction. Repurchase Agreements (REPO’s) are a form of short-term borrowing for dealers in government securities. The dealer sells the government securities to investors, usually on an overnight basis, and then buys them back the following day. For the party selling the security (and agreeing to repurchase it in the future), it is a repo; for the party on the other end of the transaction (buying the security and agreeing to sell in the future), it is a reverse repurchase agreement. A master agreement will often specify, among other things, the right to liquidate the underlying securities in the event of default. Mini-bonds: A small denomination bond directly marketed to the public. Modified Accrual Basis: The accrual basis of accounting adapted to the governmental fund-type measurement focus. 296 Under it, revenues and other financial resource increments (e.g., bond issue proceeds) are recognized when they become susceptible to accrual; that is when they become both "measurable" and "available" to financial expenditures of the current period: "Available” means collectible in the current period or soon enough thereafter to be used to pay liabilities of the current period. Expenditures are recognized when the fund liability is incurred except for (1) inventories of materials and supplies that may be considered expenditures either when purchased or when used, and (2) prepaid insurance and similar items that may be considered expenditures either when paid for or when consumed. All governmental funds, expendable trust funds and agency funds are accounted for using the modified accrual basis of accounting. Natural Area: An area of landscape that is developed through natural growth rather than design or planning, of which represents the regions genetic or biological diversity. Net Income: Proprietary fund excess of operating revenues, non-operating revenues, and operating transfers over operating expenses, non-operating expenses, and operating transfers out. Net Interest Cost (NIC) - The traditional method of calculating bids for new issues of municipal securities. The total dollar amount of interest over the life of the bonds is adjusted by the amount of premium or discount bid, and then reduced to an average annual rate. The other method is known as the true interest cost (see "true interest cost"). Offer to Offered Price: The trading price proposed by the prospective seller of securities (also called the asked or asking price). Offering Circular: Usually a preliminary and final document prepared to describe or disclose to investors and dealers information about an issue of securities expected to be offered in the primary market. As a part of the offering circular, an official statement shall be prepared by the Village describing the debt and other pertinent financial and demographic data used to market the bonds to potential buyers. Open Market Operations: Purchases and sales of government and certain other securities in the open market by the New York Federal Reserve Bank as directed by the FOMC in order to influence the volume of money and credit in the economy. Purchases inject reserves into the bank system and stimulate growth of money and credit; sales have the opposite effect. Open market operations are the Federal Reserve's most important and most flexible monetary policy tool. Other Contractual Debt: Purchase contracts and other contractual debt other than bonds and notes. Other contractual debt does not affect annual debt limitation and is not a part of indebtedness within the meaning of any constitutional or statutory debt limitation or restriction. Par Value or Face Amount: In the case of bonds, the amount of principal which must be paid at maturity. Parity Bonds: 297 Two or more issues of bonds which have the same priority of claim or lien against pledged revenues or the issuer's full faith and credit pledge. Performance Contracting: Performance Contracting allows the village to combine project planning with other governmental units to combine purchasing power to share fixed costs of a project and pay each participant’s own share of actual costs. Each participant shares the risks and rewards of the project. Principal: The face amount or par value of a bond or issue of bonds payable on stated dates of maturity. Private Activity Bonds: One of two categories of bonds established under the Tax Reform Act of 1986, both of whom are subject to certain tests and State volume caps to preserve tax exemption. Portfolio: Collection of financial assets belonging to a single owner. Premium: The amount by which the price for a security is greater than its par amount. Primary Dealer: A group of government securities dealers that submit daily reports of market activity and positions and monthly financial statements to the Federal Reserve Bank of New York and are subject to its informal oversight. Primary dealers include Securities and Exchange Commission (SEC)-registered securities broker-dealers, banks, and a few unrelated firms. Program Area: Provides an access point for individuals to search village services by function. Program Based Budget: Program-based budgeting is a budgeting structure where money is distributed by program or functional area and based on the nature of the activities performed by the program. Property Tax: Taxes levied on real property according to the property's valuation and the tax rate. Proprietary Fund Types: The classification used to account for a Village's ongoing organizations and activities that are similar to those often found in the private sector (i.e., enterprise and internal service funds). All assets, liabilities, equities, revenues, expenses and transfers relating to the government's business and quasi -business activities are accounted for through proprietary funds. The GAAP used are generally those applicable to similar businesses in the private sector and the measurement focus is on determination of net income, financial position and changes in financial position. However, where the GASB has issued pronouncements applicable to those entities and activities, they should be guided by these pronouncements. Prudent Person Rule: An investment standard. In some states the law requires that a fiduciary, such as a trustee, may invest money only in a list of securities selected by the state - the so -called legal list. In other states the trustee may invest in a security if it is one which would be bought by a prudent person of discretion and intelligence who is seeking a reasonable income and preservation of capital. 298 Qualified Public Depositories: A financial institution which does not claim exemption from the payment of any sales or compensating use or ad valorem taxes under the laws of this state, which has segregated for the benefit of the commission eligible collateral having a value of not less than its maximum liability and which has been approved by the Public Deposit Protection Commission to hold public deposits. Rate of Return: The yield obtainable on a security based on its purchase price or its current market price. This may be the amortized yield to maturity on a bond or the current income return. Ratings: Evaluations of the credit quality of notes and bonds, usually made by independent rating services, which generally measure the probability of the timely repayment of principal and interest on municipal bonds. Refunding Bonds: Bonds issued to retire bonds already outstanding. Registered Bond: A bond listed with the registrar as to ownership, which cannot be sold or exchanged without a change of registration. Reinvestment Risk: The risk that all or part of the principal may be received when interest rates are lower than when the security was originally purchased, so that the principal must be reinvested at a lower rate than the rate originally received by the investor. Repurchase Agreement (RP OR REPO): See Master Repurchase Agreement. Reserve Fund: A fund which may be used to pay debt service if the sources of the pledged revenues do not generate sufficient funds to satisfy the debt service requirements. Retained Earnings: An equity account reflecting the accumulated earnings of the Village's Proprietary Funds. Revenue: Funds that the government receives as income. It includes such items as tax receipts, fees from specific services, receipts from other governments, fines, forfeitures, grants, shared revenues, and interest income. Safekeeping: A service rendered by banks whereby securities and valuables of all types and descriptions are held by the bank. SEC RULE 15C3-1: See uniform net capital rule. Secondary Market: 299 Markets for the purchase and sale of any previously issued financial instrument. Securities and Exchange Commission (SEC): The federal agency with responsibility for regulating financial exchanges for cash instruments. Self-Supporting or Self Liquidating Debt: Debt that is to be repaid from proceeds derived exclusively from the enterprise activity for which the debt was issued. Short-Term Debt: Short-term debt is defined for purposes of this policy as any debt incurred whose final maturity is three years or less. Spread: The income earned by the underwriting syndicate as a result of differences in the price paid to the issuer for a new issue of municipal bonds, and the prices at which the bonds are sold to the investing public, usually expressed in points or fractions thereof. Surplus: Surplus is more than or in excess of what is needed or required. T ax Increment District: A legal entity created by local resolution to promote improvements, jobs, etc. The taxes generated from the assessed value "increment" above the base year is used to finance the costs of the improvements, which generate the increased assessed valuation. T ax -Exempt Bonds: For municipal bonds issued by the Village tax-exempt means interest on the bonds are not included in gross income for federal income tax purposes; the bonds are not items of tax preference for purposes of the federal, alternative minimum income tax imposed on individuals and corporations; and the bonds are exempt from taxation by the State of Illinois. Tax Increment Bonds: Bonds secured by the incremental property tax revenues generated from a redevelopment project area. T ax Levy: The total amount to be raised by general property taxes for operating and debt service purposes. T ax Rate: The amount of tax levied for each $100 of assessed valuation. T ax Year: Tax year pertains to the fiscal year in which the taxes are assessed and collected, but not distributed. Term Bonds: Bonds coming due in a single maturity. Treasury Bills (T-BILLS): Short-term obligations issued by the U.S. Treasury for maturities of one year or less. They do not pay interest but are issued on a discount basis instead. 300 TREASURY BONDS (T-BONDS): Long-term obligations issued by the U.S. Treasury with initial maturities of more than ten years. T reasury Notes (T -NOTES): Medium-term obligations issued by the U.S. Treasury with initial maturities of from one to ten years. True Interest Cost (TIC): Also known as Canadian Interest Cost. A rate which, when used to discount each amount of debt service payable in a bond issue, will produce a present value precisely equal to the amount of money received by the issuer in exchange for the bonds. The TIC method considers the time value of money while the net interest cost (NIC) method does not. Trust Funds: Funds used to account for assets held by a government in a trustee capacity for individuals, private organizations, other governments, and/or other funds. Uniform Net Capital Rule: Securities and Exchange Commission requirement that member firms as well as non-member broker dealers in securities maintain a maximum ratio of indebtedness to liquid capital of 15 to 1; also called net capital rule and net capital ratio. Indebtedness covers all money owed to a firm including margin loans and commitments to purchase securities, one reason new public issues are spread among members of underwriting syndicate. Liquid capital includes cash and assets easily converted to cash. Yield: Loosely refers to the annual return on an investment expressed as a percentage on an annual basis. For interest-bearing securities, the yield is a function of the rate, the purchase price, the income that can be earned from the reinvestment of income received prior to maturity, call or sale. Different formulas or methods are used to calculate yields. Yield to Maturity: The rate of return to the investor earned from payments of principal and interest, with interest compounded semiannually and assuming that interest paid is reinvested at the same rate. Zero Coupon Bond: A bond which pays no interest, but is issued at a deep discount from par, appreciating to its full value at maturity. 301 ACRONYMS CAD: Computer Aided Dispatch CAFR: Certified Annual Financial Report CAFT: Combined Area Fire Training CIF: Capital Improvement Fund CIP: Capital Improvement Plan EAB: Emerald Ash Borer EAV: Equalized Assessed Valuation EMA: Emergency Management Agency FLSA: Fair Labor Standards Act GAAP: Generally Accepted Accounting Principals GFOA: Government Finance Officers Association GovITC: Government Information Technology Consortium HVAC: Heating, Ventilation Air Conditioning IEPA: Illinois Environmental Protection Agency IMF: Infrastructure Maintenance Fee IPBC: Intergovernmental Personnel Benefit Cooperative IMRF: Illinois Municipal Retirement Fund IRMA: Intergovernmental Risk Management Agency JEMS: Joint Emergency Management System MCSC3: Mobile Comm Support Center 3 MDC: Mobile Data Computer MFT: Motor Fuel Tax NWCDS: Northwest Central Dispatch System NWWC: Northwest Water Commission OTSW: Opportunities, Threats, Strengths, and Weaknesses PAFR: Popular Annual Financial Report RETT: Real Estate Transfer Tax SLIP: Suburban Insurance Liability Pool SOP: Standard Operating Procedure SWANCC: Solid Waste Agency of Northern Cook County TERF: Technology Equipment and Replacement Fund TIF: Tax Increment Financing VSI: Voluntary Separation Incentive 302 APPENDIX D: CMAP DATA Community Data Snapshot 303 Buffalo Grove Community Data Snapshot Municipality Series August 2021 Release 1 304 Community Data Snapshot | Buffalo Grove About the Community Data Snapshots The Community Data Snapshots is a series of data profiles for every county, municipality, and Chicago Community Area (CCA) within the Chicago Metropolitan Agency for Planning (CMAP) seven-county northeastern Illinois region. The snapshots primarily feature data from the American Community Survey (ACS) five-year estimates, although other data sources include the U.S. Census Bureau, Illinois Environmental Protection Agency (IEPA), Illinois Department of Employment Security (IDES), Illinois Department of Revenue (IDR), HERE Technologies, and CMAP itself. CMAP publishes updated Community Data Snapshots annually to reflect the most recent data available. The latest version can always be found at cmap.illinois.gov/data/community-snapshots. The underlying data can be downloaded from the CMAP Data Hub. Please direct any inquiries to info@cmap.illinois.gov. To improve the Community Data Snapshots in the future, CMAP wants to hear from you! Please take a quick survey to describe how you use this data and what you would like to see in next year’s snapshots. User Notes Definitions For data derived from the ACS, the Community Data Snapshots uses terminology based on the ACS subject definitions. Margins of Error The ACS is a sample-based data product. Exercise caution when using data from low-population communities, as the margins of error are often large compared to the estimates. For more details, please refer to the ACS sample size and data quality methodology. Regional Values Regional values are estimated by aggregating ACS data for the seven counties that compose the CMAP region. These counties are Cook, DuPage, Kane, Kendall, Lake, McHenry, and Will. Median Values The Census Bureau encourages users to aggregate small levels of geographies into larger areas to estimate median values for those areas. Median values for the aggregated geographies (CCAs and the CMAP region) are estimated from the grouped frequency distributions reported in the ACS. Municipalities Located in Multiple Counties County data is presented for the CMAP county containing the largest portion (by area) of the municipality. Municipalities That Extend Beyond the CMAP Region Values derived from CMAP analyses are generally restricted to geographies that fall within the CMAP regional boundaries. Specifically, values in the General Land Use, Equalized Assesed Value, Park Access, Transit Availability, Walkability, Water Supply, and ON TO 2050 Indicators tables only represent the portion of each municipality that falls within the seven-county CMAP region. This snapshot is for Buffalo Grove, which does not extend beyond the CMAP region. 2 305 Community Data Snapshot | Buffalo Grove Population and Households The population and household tables include general demographic, social, and economic characteristics summarized for Buffalo Grove. General Population Characteristics, 2020 Buffalo Grove Lake County CMAP Region Total Population 43,212 714,342 8,577,735 Total Households 16,404 253,386 3,266,741 Average Household Size 2.6 2.7 2.6 Percent Population Change, 2010-20 4.1 1.5 1.7 Percent Population Change, 2000-20 0.7 10.9 5.3 Source: 2000, 2010 and 2020 Census. Race and Ethnicity, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent White (Non-Hispanic)27,884 67.9 432,361 61.6 4,331,282 51.1 Hispanic or Latino (of Any Race)2,789 6.8 152,141 21.7 1,952,500 23.0 Black (Non-Hispanic)664 1.6 45,923 6.5 1,406,500 16.6 Asian (Non-Hispanic)8,643 21.0 53,654 7.6 610,365 7.2 Other/Multiple Races (Non-Hispanic)1,082 2.6 17,394 2.5 182,620 2.2 Source: 2015-2019 American Community Survey five-year estimates.Universe: Total population Age Cohorts, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Under 5 2,412 5.9 40,703 5.8 518,065 6.1 5 to 19 7,856 19.1 152,672 21.8 1,644,152 19.4 20 to 34 6,369 15.5 128,316 18.3 1,794,152 21.1 35 to 49 9,423 22.9 137,299 19.6 1,701,494 20.1 50 to 64 9,050 22.0 146,144 20.8 1,635,766 19.3 65 to 74 3,651 8.9 57,332 8.2 691,947 8.2 75 to 84 1,457 3.5 26,661 3.8 346,833 4.1 85 and Over 844 2.1 12,346 1.8 150,858 1.8 Median Age 41.7 38.4 37.5 Source: 2015-2019 American Community Survey five-year estimates.Universe: Total population 3 306 Community Data Snapshot | Buffalo Grove Educational Attainment*, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Less than High School Diploma 682 2.3 42,861 9.4 663,242 11.5 High School Diploma or Equivalent 3,220 11.1 95,007 20.8 1,314,011 22.8 Some College, No Degree 4,124 14.2 83,348 18.2 1,100,596 19.1 Associate’s Degree 1,838 6.3 29,020 6.3 404,417 7.0 Bachelor’s Degree 11,088 38.1 121,501 26.5 1,377,160 23.9 Graduate or Professional Degree 8,145 28.0 85,939 18.8 906,665 15.7 Source: 2015-2019 American Community Survey five-year estimates. *Highest degree or level of school completed by an individual. Universe: Population 25 years and older Nativity, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Native 27,566 67.1 570,075 81.3 6,857,014 80.8 Foreign Born 13,496 32.9 131,398 18.7 1,626,253 19.2 Source: 2015-2019 American Community Survey five-year estimates.Universe: Total population Language Spoken at Home and Ability to Speak English, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent English Only 22,567 58.4 470,577 71.2 5,462,068 68.6 Spanish 2,177 5.6 114,481 17.3 1,469,511 18.4 Slavic Languages 5,081 13.1 19,308 2.9 275,630 3.5 Chinese 1,604 4.2 7,726 1.2 90,487 1.1 Tagalog 184 0.5 6,045 0.9 73,562 0.9 Arabic 29 0.1 1,092 0.2 61,851 0.8 Korean 1,393 3.6 5,397 0.8 36,522 0.5 Other Asian Languages 2,322 6.0 10,410 1.6 109,161 1.4 Other Indo-European Languages 2,813 7.3 22,603 3.4 329,735 4.1 Other/Unspecified Languages 480 1.2 3,131 0.5 56,675 0.7 TOTAL NON-ENGLISH 16,083 41.6 190,193 28.8 2,503,134 31.4 Speak English Less than “Very Well”*5,262 13.6 67,033 10.1 946,875 11.9 Source: 2015-2019 American Community Survey five-year estimates. *For people who speak a language other than English at home, the ACS asks whether they speak English “very well,” “well,” “not well,” or “not at all.” Universe: Population 5 years and older 4 307 Community Data Snapshot | Buffalo Grove Household Size, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent 1-Person Household 3,546 23.0 55,252 22.4 907,247 29.0 2-Person Household 4,948 32.1 79,353 32.2 962,910 30.8 3-Person Household 2,891 18.8 41,834 17.0 487,229 15.6 4-or-More-Person Household 4,014 26.1 69,683 28.3 765,944 24.5 Source: 2015-2019 American Community Survey five-year estimates.Universe: Occupied housing units Household Type, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Family 11,481 74.6 180,068 73.2 2,020,927 64.7 Single Parent with Child 644 4.2 19,589 8.0 255,505 8.2 Non-Family 3,918 25.4 66,054 26.8 1,102,403 35.3 Source: 2015-2019 American Community Survey five-year estimates.Universe: Occupied housing units Household Income, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Less than $25,000 1,313 8.5 29,993 12.2 529,858 17.0 $25,000 to $49,999 1,602 10.4 39,275 16.0 567,834 18.2 $50,000 to $74,999 1,640 10.7 35,950 14.6 490,586 15.7 $75,000 to $99,999 1,995 13.0 30,200 12.3 395,676 12.7 $100,000 to $149,999 3,448 22.4 44,543 18.1 533,771 17.1 $150,000 and Over 5,401 35.1 66,161 26.9 605,605 19.4 Median Income $115,951 $89,427 $73,572 Per Capita Income*$53,325 $45,766 $39,058 Source: 2015-2019 American Community Survey five-year estimates.Universe: Occupied housing units *Universe: Total population Household Computer and Internet Access, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent One or More Computing Devices 14,726 95.6 231,828 94.2 2,844,477 91.1 Smartphone(s) Only 250 1.6 11,494 4.7 189,503 6.1 No Computing Devices 673 4.4 14,294 5.8 278,853 8.9 Internet Access 14,509 94.2 226,066 91.9 2,741,960 87.8 Broadband Subscription 14,180 92.1 220,965 89.8 2,640,864 84.6 No Internet Access 890 5.8 20,056 8.1 381,370 12.2 Source: 2015-2019 American Community Survey five-year estimates.Universe: Occupied housing units 5 308 Community Data Snapshot | Buffalo Grove Housing Occupancy and Tenure, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Occupied Housing Units 15,399 96.3 246,122 93.2 3,123,330 91.6 Owner-Occupied*12,295 79.8 179,679 73.0 1,996,297 63.9 Renter-Occupied*3,104 20.2 66,443 27.0 1,127,033 36.1 Vacant Housing Units 585 3.7 17,956 6.8 286,760 8.4 Source: 2015-2019 American Community Survey five-year estimates.Universe: Housing units *Universe: Occupied housing units Housing Costs as a Percentage of Household Income*, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Less than $20,000 746 5.0 19,250 8.0 346,898 11.4 Less than 20 Percent 0 0.0 697 0.3 8,867 0.3 20 to 29 Percent 56 0.4 1,447 0.6 25,618 0.8 30 Percent or More 690 4.6 17,106 7.1 312,413 10.3 $20,000 to $49,999 1,893 12.6 46,480 19.2 684,002 22.5 Less than 20 Percent 128 0.9 4,959 2.1 77,326 2.5 20 to 29 Percent 425 2.8 9,569 4.0 145,913 4.8 30 Percent or More 1,340 9.0 31,952 13.2 460,763 15.1 $50,000 to $74,999 1,612 10.8 35,493 14.7 485,439 15.9 Less than 20 Percent 367 2.5 10,168 4.2 151,167 5.0 20 to 29 Percent 564 3.8 12,922 5.3 173,246 5.7 30 Percent or More 681 4.5 12,403 5.1 161,026 5.3 $75,000 or More 10,718 71.6 140,397 58.1 1,527,241 50.2 Less than 20 Percent 6,917 46.2 93,505 38.7 1,022,835 33.6 20 to 29 Percent 2,904 19.4 33,725 14.0 382,768 12.6 30 Percent or More 897 6.0 13,167 5.4 121,638 4.0 Source: 2015-2019 American Community Survey five-year estimates. *Excludes households with zero/negative income, and renting households paying no cash rent. Universe: Occupied housing units Housing & Transportation (H+T) Costs as a Percentage of Household Income*, 2012-2016 Median-Income Family**Moderate-Income Family*** Housing Costs 41 51 Transportation Costs 22 24 TOTAL H+T COSTS 63 75 Source: U.S. Department of Housing and Urban Development, Location Affordability Index (2012-2016). *The purpose of the H+T Index is to isolate the effect of location on housing and transportation costs, and is reported for different household typologies. The values above represent the percent of household income that an average household of each type spends on housing and transportation. The standard threshold of affordability is 30% for housing costs alone, and 45% for housing and transportation costs combined. **“Median-income family” assumes a 4-person, 2-commuter household with income equal to the regional median. ***“Moderate-income family” assumes a 3-person, 1-commuter household with income equal to 80% of the regional median. 6 309 Community Data Snapshot | Buffalo Grove Housing Characteristics The housing characteristics tables include housing unit estimates by housing type, size, and age summarized for Buffalo Grove. Housing Type, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Single Family, Detached 8,867 55.5 177,495 67.2 1,710,011 50.1 Single Family, Attached 2,497 15.6 26,724 10.1 254,103 7.5 2 Units 65 0.4 6,800 2.6 237,977 7.0 3 or 4 Units 660 4.1 7,880 3.0 268,945 7.9 5 to 9 Units 650 4.1 9,831 3.7 270,643 7.9 10 to 19 Units 914 5.7 11,309 4.3 151,076 4.4 20 or More Units 2,331 14.6 19,484 7.4 490,331 14.4 Mobile Home/Other*0 0.0 4,555 1.7 27,004 0.8 Source: 2015-2019 American Community Survey five-year estimates. *“Other” includes boats, recreational vehicles (RVs), vans, etc. Universe: Housing units Housing Size, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent 0 or 1 Bedroom 1,701 10.6 24,772 9.4 548,002 16.1 2 Bedrooms 3,469 21.7 60,860 23.0 965,749 28.3 3 Bedrooms 5,126 32.1 89,360 33.8 1,133,210 33.2 4 Bedrooms 5,012 31.4 70,161 26.6 597,921 17.5 5 or More Bedrooms 676 4.2 18,925 7.2 165,208 4.8 Median Number of Rooms*6.3 6.3 6.0 Source: 2015-2019 American Community Survey five-year estimates. *Includes living rooms, dining rooms, kitchens, bedrooms, etc., that are separated by built-in, floor-to-ceiling walls. Excludes bathrooms, porches, balconies, foyers, halls, and unfinished basements. Universe: Housing units Housing Age, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Built 2000 or Later 816 5.1 45,957 17.4 463,304 13.6 Built 1970 to 1999 12,547 78.5 131,490 49.8 1,161,616 34.1 Built 1940 to 1969 2,542 15.9 63,865 24.2 1,044,859 30.6 Built Before 1940 79 0.5 22,766 8.6 740,311 21.7 Median Year Built 1982 1981 1968 Source: 2015-2019 American Community Survey five-year estimates.Universe: Housing units 7 310 Community Data Snapshot | Buffalo Grove Transportation The transportation tables include vehicle availability by household, mode of travel to work, annual vehicle miles traveled, and transit availability for Buffalo Grove. Vehicles Available per Household, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent No Vehicle Available 508 3.3 12,425 5.0 399,783 12.8 1 Vehicle Available 4,541 29.5 67,000 27.2 1,111,243 35.6 2 Vehicles Available 7,739 50.3 109,395 44.4 1,098,207 35.2 3 or More Vehicles Available 2,611 17.0 57,302 23.3 514,097 16.5 Source: 2015-2019 American Community Survey five-year estimates.Universe: Occupied housing units Mode of Travel to Work, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent Work at Home*1,632 7.3 24,486 6.9 226,183 5.4 Drive Alone 17,474 77.9 273,445 76.8 2,865,893 68.4 Carpool 1,391 6.2 29,529 8.3 323,457 7.7 Transit 1,533 6.8 15,805 4.4 557,002 13.3 Walk or Bike 254 1.1 9,347 2.6 164,065 3.9 Other 160 0.7 3,306 0.9 53,525 1.3 TOTAL COMMUTERS 20,812 92.7 331,432 93.1 3,963,942 94.6 Mean Commute Time (Minutes)31.0 30.4 32.5 Source: 2015-2019 American Community Survey five-year estimates. *Not included in total commuters or mean commute time. Universe: Workers 16 years and older Annual Vehicle Miles Traveled per Household*, 2017 Buffalo Grove Lake County CMAP Region Average Vehicle Miles Traveled per Year 19,538 22,231 17,165 Source: Chicago Metropolitan Agency for Planning analysis of 2017 Illinois Environmental Protection Agency, HERE Technologies, and U.S. Census Bureau data. *Data not available for all communities in the CMAP region. Transit Availability of Resident and Job Locations*, 2017 Buffalo Grove Lake County CMAP Region High Transit Availability 24.2%13.1%53.9% Moderate Transit Availability 23.7%34.9%20.6% Low Transit Availability 52.1%51.9%25.5% Source: Chicago Metropolitan Agency for Planning analysis of the 2017 Transit Availability Index. *The CMAP Transit Availability Index is based on four factors: frequency of transit service, proximity to transit stops, activities reachable without a transfer, and pedestrian friendliness. This table reports the share of residents plus jobs whose home and workplace locations, respectively, are within each Transit Availability Index category. 8 311 Community Data Snapshot | Buffalo Grove Employment The employment tables include general workforce characteristics for Buffalo Grove. Employment Status, 2015-2019 Buffalo Grove Lake County CMAP Region Count Percent Count Percent Count Percent In Labor Force 23,604 72.5 380,960 69.0 4,546,758 67.3 Employed *22,771 96.5 351,926 92.4 4,260,595 93.7 Unemployed*833 3.5 19,357 5.1 274,246 6.0 Not in Labor Force 8,963 27.5 170,843 31.0 2,213,132 32.7 † Source: 2015-2019 American Community Survey five-year estimates. Does not include employed population in the Armed Forces.† Universe: Population 16 years and older *Universe: In labor force Private Sector Employment*, 2020 Buffalo Grove Lake County 6-County Region** Count Percent Count Percent Count Percent Private Sector Employment 15,613 N/A 288,487 N/A 3,574,346 N/A Job Change, 2010-20 -10 -0.1 30,532 11.8 441,295 14.1 Job Change, 2002-20 -1,389 -8.2 17,454 6.4 215,986 6.4 Private Sector Jobs per Household***1.01 1.17 1.14 Source: Illinois Department of Employment Security, Where Workers Work report (2020). *Figures exclude employees not covered by unemployment insurance. Data not available for all communities in the CMAP region. **Data is not available for Kendall County. ***Based on households from 2015-2019 American Community Survey five-year estimates. Employment of Buffalo Grove Residents*, 2018 Employment in Buffalo Grove*, 2018 TOP INDUSTRY SECTORS Count Percent 1. Professional 2,688 12.9 2. Health Care 2,307 11.1 3. Manufacturing 2,039 9.8 4. Retail Trade 1,979 9.5 5. Education 1,703 8.2 TOP EMPLOYMENT LOCATIONS 1. Chicago 3,308 15.9 2. Buffalo Grove 1,194 5.7 3. Arlington Heights 818 3.9 4. Schaumburg 752 3.6 5. Wheeling 724 3.5 TOP INDUSTRY SECTORS Count Percent 1. Manufacturing 3,064 18.9 2. Professional 2,801 17.3 3. Wholesale Trade 1,295 8.0 4. Administration 1,180 7.3 5. Retail Trade 1,151 7.1 TOP RESIDENCE LOCATIONS 1. Chicago 1,686 10.4 2. Buffalo Grove 1,194 7.4 3. Arlington Heights 658 4.1 4. Palatine 547 3.4 5. Wheeling 541 3.3 Source: U.S. Census Bureau, Longitudinal Employer-Household Dynamics program (2018). *Excludes residents working outside of, and workers living outside of, the seven-county CMAP region. 9 312 Community Data Snapshot | Buffalo Grove Land Use The land use tables include general land use composition, park access, and walkability for Buffalo Grove. General Land Use, 2015 Acres Percent Single-Family Residential 2,499.9 41.0 Multi-Family Residential 237.2 3.9 Commercial 478.1 7.8 Industrial 359.9 5.9 Institutional 224.8 3.7 Mixed Use 1.1 0.0 Transportation and Other 1,339.5 22.0 Agricultural 46.5 0.8 Open Space 703.8 11.5 Vacant 204.9 3.4 TOTAL 6,095.6 100.0 Source: Chicago Metropolitan Agency for Planning analysis of the 2015 Land Use Inventory. Park Access, 2015 Buffalo Grove Lake County CMAP Region Accessible Park Acreage per 1,000 Residents*9.98 9.49 5.78 Source: Chicago Metropolitan Agency for Planning analysis of the 2015 Park Access Layer. *Neighborhood parks (smaller than 35 acres) are considered accessible for residents living within 0.5 miles; community parks (35 acres or larger) are considered accessible for residents living within 1 mile. Walkability of Resident and Job Locations*, 2015 Buffalo Grove Lake County CMAP Region High Walkability 0.0%1.4%40.5% Moderate Walkability 53.5%31.6%23.8% Low Walkability 46.5%67.0%35.8% Source: Chicago Metropolitan Agency for Planning analysis of the 2015 Walkability Layer. *The CMAP Walkability Layer is based on several factors: the number of amenities within walking distance; population/employment density; bicycle/pedestrian crashes and fatalities; and physical characteristics (e.g., tree cover, block length). It does not currently account for the presence or absence of sidewalks. This table reports the share of residents plus jobs whose home and workplace locations, respectively, are within each Walkability Layer category. 10 313 Community Data Snapshot | Buffalo Grove Revenue The revenue tables include Buffalo Grove revenues based on sales and current land use. General Merchandise Retail Sales, 2020 Buffalo Grove Lake County CMAP Region General Merchandise $525,546,533 $9,754,620,433 $93,778,223,174 Total Retail Sales $711,760,943 $11,935,965,091 $122,031,206,863 Total Sales per Capita*$17,334 $17,016 $14,385 Source: Illinois Department of Revenue, 2020. *Per capita calculations based on population from 2015-2019 American Community Survey five-year estimates. Equalized Assessed Value, 2019 Residential $1,445,252,883 Commercial $365,037,719 Industrial $5,211,860 Railroad $42,604 Farm $0 Mineral $0 TOTAL $1,815,545,066 Sources: Illinois Department of Revenue, 2019. 11 314 Community Data Snapshot | Buffalo Grove | Time Series Change Over Time The time series tables include comparisons of current 2015-2019 ACS estimates to historic year estimates from the 2000 Census and 2006-2010 ACS. Race and Ethnicity, Over Time 2000 2006-2010 2015-2019 Percent Percent Percent White (Non-Hispanic)86.5 76.2 67.9 Hispanic or Latino (of Any Race)3.3 5.8 6.8 Black (Non-Hispanic)0.7 0.6 1.6 Asian (Non-Hispanic)8.4 15.0 21.0 Other/Multiple Races (Non-Hispanic)1.0 2.4 2.6 Source: 2000 Census; 2006-2010 and 2015-2019 American Community Survey five-year estimates.Universe: Total population Age Cohorts, Over Time 2000 2006-2010 2015-2019 Percent Percent Percent 19 and Under 30.6 26.7 25.0 20 to 34 15.2 13.3 15.5 35 to 49 30.0 26.3 22.9 50 to 64 15.1 21.6 22.0 65 and Over 9.0 12.1 14.5 Median Age 37.4 41.6 41.7 Source: 2000 Census; 2006-2010 and 2015-2019 American Community Survey five-year estimates.Universe: Total population Educational Attainment*, Over Time 2000 2006-2010 2015-2019 Percent Percent Percent Less than High School Diploma 4.7 4.0 2.3 High School Diploma or Equivalent 14.0 15.6 11.1 Some College, No Degree 19.3 15.6 14.2 Associate’s Degree 6.2 5.0 6.3 Bachelor’s Degree 35.4 35.4 38.1 Graduate or Professional Degree 20.5 24.4 28.0 Source: 2000 Census; 2006-2010 and 2015-2019 American Community Survey five-year estimates. *Highest degree or level of school completed by an individual. Universe: Population 25 years and older 12 315 Community Data Snapshot | Buffalo Grove | Time Series Nativity, Over Time 2006-2010*2015-2019 Percent Percent Native 73.2 67.1 Foreign Born 26.8 32.9 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates.Universe: Total population *Universe: Population 5 years and older Language Spoken at Home and Ability to Speak English, Over Time 2006-2010 2015-2019 Percent Percent English Only 68.4 58.4 Spanish 4.8 5.6 Slavic Languages 11.6 13.1 Chinese 3.0 4.2 Tagalog 0.8 0.5 Arabic 0.1 0.1 Korean 3.4 3.6 Other Asian Languages 2.5 6.0 Other Indo-European Languages 4.8 7.3 Other/Unspecified Languages 0.7 1.2 TOTAL NON-ENGLISH 31.6 41.6 Speak English Less than “Very Well”*10.3 13.6 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates. *For people who speak a language other than English at home, the ACS asks whether they speak English “very well,” “well,” “not well,” or “not at all.” Universe: Population 5 years and older 13 316 Community Data Snapshot | Buffalo Grove | Time Series Household Size, Over Time 2006-2010 2015-2019 Percent Percent 1-Person Household 25.4 23.0 2-Person Household 31.4 32.1 3-Person Household 19.1 18.8 4-or-More-Person Household 24.1 26.1 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates.Universe: Occupied housing units Household Type, Over Time 2006-2010 2015-2019 Percent Percent Family 71.4 74.6 Single Parent with Child 4.2 4.2 Non-Family 28.6 25.4 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates.Universe: Occupied housing units Household Income, Over Time 2006-2010 2015-2019 (2019 Dollars)(2019 Dollars) Median Income $102,065 $115,951 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates.Universe: Occupied housing units Housing Occupancy and Tenure, Over Time 2000 2006-2010 2015-2019 Percent Percent Percent Occupied Housing Units 97.2 97.0 96.3 Owner-Occupied*87.1 83.4 79.8 Renter-Occupied*12.9 16.6 20.2 Vacant Housing Units 2.8 3.0 3.7 Source: 2000 Census; 2006-2010 and 2015-2019 American Community Survey five-year estimates.Universe: Housing units *Universe: Occupied housing units 14 317 Community Data Snapshot | Buffalo Grove | Time Series Housing Costs as a Percentage of Household Income*, Over Time 2006-2010 2015-2019 Percent Percent Less than $20,000 7.1 5.0 Less than 20 Percent 0.0 0.0 20 to 29 Percent 0.6 0.4 30 Percent or More 6.6 4.6 $20,000 to $49,999 17.3 12.6 Less than 20 Percent 1.9 0.9 20 to 29 Percent 2.5 2.8 30 Percent or More 12.9 9.0 $50,000 to $74,999 15.9 10.8 Less than 20 Percent 3.6 2.5 20 to 29 Percent 4.2 3.8 30 Percent or More 8.1 4.5 $75,000 or More 58.8 71.6 Less than 20 Percent 28.1 46.2 20 to 29 Percent 18.4 19.4 30 Percent or More 12.2 6.0 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates. *Excludes households with zero/negative income, and renting households paying no cash rent. Universe: Occupied housing units 15 318 Community Data Snapshot | Buffalo Grove | Time Series Housing Type, Over Time 2006-2010 2015-2019 Percent Percent Single Family, Detached 52.6 55.5 Single Family, Attached 16.9 15.6 2 Units 0.3 0.4 3 or 4 Units 4.0 4.1 5 or More Units 26.2 24.4 Mobile Home/Other*0.0 0.0 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates. *“Other” includes boats, recreational vehicles (RVs), vans, etc. Universe: Housing units Housing Size, Over Time 2006-2010 2015-2019 Percent Percent 0 or 1 Bedroom 10.4 10.6 2 Bedrooms 25.7 21.7 3 Bedrooms 31.3 32.1 4 Bedrooms 27.8 31.4 5 or More Bedrooms 4.9 4.2 Median Number of Rooms*6.3 6.3 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates. *Includes living rooms, dining rooms, kitchens, bedrooms, etc., that are separated by built-in, floor-to-ceiling walls. Excludes bathrooms, porches, balconies, foyers, halls, and unfinished basements. Universe: Housing units Housing Age, Over Time 2006-2010 2015-2019 Percent Percent Built 2000 or Later 5.1 5.1 Built 1970 to 1999 78.5 78.5 Built 1940 to 1969 15.4 15.9 Built Before 1940 1.1 0.5 Median Year Built 1982 1982 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates.Universe: Housing units 16 319 Community Data Snapshot | Buffalo Grove | Time Series Vehicles Available per Household, Over Time 2006-2010 2015-2019 Percent Percent No Vehicle Available 3.9 3.3 1 Vehicle Available 30.1 29.5 2 Vehicles Available 48.9 50.3 3 or More Vehicles Available 17.1 17.0 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates.Universe: Occupied housing units Mode of Travel to Work, Over Time 2006-2010 2015-2019 Percent Percent Work at Home*5.4 7.3 Drive Alone 84.5 77.9 Carpool 4.0 6.2 Transit 4.2 6.8 Walk or Bike 0.8 1.1 Other 1.0 0.7 TOTAL COMMUTERS 94.6 92.7 Mean Commute Time (Minutes)29.5 31.0 Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates. *Not included in total commuters or mean commute time. Universe: Workers 16 years and older Employment Status, Over Time 2006-2010 2015-2019 Percent Percent In Labor Force 71.5 72.5 Employed *95.4 96.5 Unemployed*4.6 3.5 Not in Labor Force 28.5 27.5 † Source: 2006-2010 and 2015-2019 American Community Survey five-year estimates. Does not include employed population in the Armed Forces.† Universe: Population 16 years and older *Universe: In labor force 17 320 Community Data Snapshot | Buffalo Grove | Water Supply Water Supply CMAP supports an integrated approach to water resource management, and encourages communities to incorporate water supply and demand considerations into land use, transportation, and infrastructure investment decisions. Assessing demand, price, and loss trends of a community can inform decisions that strengthen regional water supply management, maintain drinking water infrastructure, and manage demand. CMAP’s ON TO 2050 plan contains more information about how communities can coordinate and conserve our shared water supply resources. Water Source and Demand Trends of Buffalo Grove* Primary Water Source: Lake Michigan** 2003 MGD***2013 MGD***Percent Change Total Water Withdrawals****4.82 3.87 -19.7 Residential Sector 3.81 3.07 -19.4 Non-Residential Sector 1.02 0.80 -20.9 Source: Analysis of Illinois Water Inventory Program water withdrawal data (2003-2013). *Only available for municipalities with community water suppliers providing service to the majority of the community. **The primary water source of a community is based on the source of the majority of withdrawals from all wells and intakes within the community, including community water suppliers and industrial and commercial businesses. The majority of withdrawals is calculated as an average from yearly data, given year to year fluctuations. ***Millions of gallons per day. ****Total includes all community water suppliers and industrial and commercial wells/intakes within a municipality; private residential wells are not included. Residential sector includes withdrawals identified as residential by community water suppliers. Non-residential sector includes withdrawals identified as non- residential by the community water suppliers and withdrawals from industrial and commercial wells/intakes. Daily Residential Water Demand per Capita Buffalo Grove CMAP Region 2003 2013 Percent Change 2003 2013 Percent Change Residential* (GPCD**)88.9 73.6 -17.2 104.2 87.5 -16.0 Source: Analysis of Illinois Water Inventory Program water withdrawal data (2003-2013). *Residential sector includes withdrawals identified as residential by community water suppliers. The prevalence of private residential wells or community water suppliers that provide water outside of the municipal boundary could lead to artificially lower or higher GPCD values respectively. **Gallons of water per capita per day (estimated unit use). Population values used in sector totals come from the U.S. Census. Water and Wastewater Price Trends* REAL PRICE PER 1,000 GALLONS 2008 (2018 Dollars) 2018 (2018 Dollars) Percent Change Annualized Percent Change Drinking Water $2.20 $4.92 123.3 8.4 Sewer $0.48 $1.21 151.6 9.7 Combined** (if Applicable)N/A N/A N/A N/A Source: Illinois-Indiana Sea Grant Water Rates Data for Northeastern Illinois, IISG19-RCE-RLA-031. *Only available for communities with water utilities and that responded to data requests. Percent changes and 2008 prices were adjusted for inflation using the U.S. Bureau of Labor Statistics’ Consumer Price Index for the Chicago-Naperville-Elgin region. **Some utilities combine drinking water and sewer prices, rather than separating them out as two distinct rates. 18 321 Community Data Snapshot | Buffalo Grove | Water Supply Water Loss* Reporting utility: Buffalo Grove 2017 Nonrevenue Water (Millions of Gallons per Day)**0.48 Annual Cost of Nonrevenue Water $468,052 Percent of Nonrevenue Water to Water Supplied***12.8 Source: Illinois Department of Natural Resources, Lake Michigan Allocation Program, 2017. *Data is only regionally available for Lake Michigan permittees; water losses from other communities and industrial and commercial businesses are not reported to the state. **Nonrevenue water is the difference between net annual pumpage (water supplied) and billed, authorized consumption. Non-revenue water includes water that is lost from the system due to underregistration of meters, systematic data handling errors, leakage anywhere within the distribution system, unauthorized consumption, or unbilled authorized consumption. ***The threshold for permit compliance is less than 12% of water supplied in Water Year 2015, decreasing to no more than 10% by Water Year 2019 and all years thereafter. Permittees that exceed the threshold are required to submit a water system improvement plan. 19 322 Community Data Snapshot | Buffalo Grove | ON TO 2050 ON TO 2050 Indicators ON TO 2050 is the region’s long-range comprehensive plan, adopted by CMAP in 2018. The plan includes a set of indicators for quantifying its goals and measuring implementation progress. While many of these indicators can only be measured at a regional level, several can also be tracked at a local level. These have been laid out in the table below, with comparisons to the region’s current measure as well as the targets that the plan is aiming to reach by 2050. Visit cmap.illinois.gov/2050/indicators to learn more. Buffalo Grove CMAP Region Current Current 2050 Target Source Plan Chapter Indicator Community Population located in highly walkable areas 0.0%41.5%45.2%CMAP, 2015 Jobs located in highly walkable areas 0.0%38.2%45.2%CMAP, 2015 Prosperity Population aged 25+ with an associate’s degree or higher 72.4%46.6%64.9%ACS, 2015- 2019 Workforce participation rate among population aged 20-64 85.0%80.8%83.4%ACS, 2015- 2019 Environment Population with park access of 4+ acres per 1,000 residents 79.4%41.8%65.0%CMAP, 2015 Population with park access of 10+ acres per 1,000 residents 45.9%16.3%40.0%CMAP, 2015 Impervious acres per household 0.17 0.18 0.15 USGS NLCD, 2016 Daily residential water demand per capita (gallons)73.6 87.5 65.2 ISWS IWIP, 2013 Governance State revenue disbursement per capita $371.75 $324.17*N/A**CMAP, 2020 Is per capita disbursement at least 80% of regional median?Yes Yes for 78% of municipalities Yes for 100% of municipalities CMAP, 2020 Mobility Population with at least moderately high transit availability 23.6%53.2%65.0%CMAP, 2017 Jobs with at least moderately high transit availability 25.3%55.2%58.0%CMAP, 2017 Percent of trips to work via non- single occupancy vehicle modes 21.4%30.3%37.3%ACS, 2015- 2019 *Median value of CMAP region’s 284 municpalities. **ON TO 2050 does not have a target for state revenue disbursement per capita in dollars, but rather for the share of municipalities receiving at least 80% of the regional median. The dollar figures are presented as context for the next row. 20 323 APPENDIX E : OPERATIONS GUIDE Revenue - Expense 324 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.400.01 Taxes - Property Corporate Levy - Cook County 683,948 667,590 - - - 100.400.02 Taxes - Property Corporate Levy - Lake County 2,038,881 2,145,187 - - - 100.400.03 Taxes - Property Police Protection - Cook County 171,765 176,223 721,285 715,515 721,285 100.400.04 Taxes - Property Police Protection - Lake County 525,277 516,545 2,947,510 2,923,930 2,947,510 100.400.07 Taxes - Property Fire Protection - Cook County 1,119,323 1,147,820 1,081,928 1,073,273 1,081,928 100.400.08 Taxes - Property Fire Protection - Lake County 3,419,926 3,364,502 4,421,265 4,385,895 4,421,265 100.400.09 Taxes - Property Street & Bridge Levy - Cook Cty 207,430 212,120 - - - 100.400.10 Taxes - Property Street & Bridge Levy - Lake Cty 634,313 622,637 - - - 100.400.11 Taxes - Property Street Lighting Levy - Cook Cty 70,475 72,684 - - - 100.400.12 Taxes - Property Street Lighting Levy - Lake Cty 214,611 212,184 - - - 100.400.30 Taxes - Property FICA Levy - Cook County 137,861 148,444 111,705 110,811 113,247 100.400.31 Taxes - Property FICA Levy - Lake County 418,115 445,409 456,483 452,831 456,483 100.400.32 Taxes - Property IMRF Levy - Cook County 248,112 318,836 239,929 238,010 239,929 100.400.33 Taxes - Property IMRF Levy - Lake County 752,504 955,412 980,463 972,619 980,463 100.400.50 Taxes - Property Police Pension - Lake County 2,179,670 2,321,563 2,700,982 2,679,374 2,726,081 100.400.51 Taxes - Property Police Pension - Cook County 720,150 774,029 660,958 655,670 667,996 100.400.60 Taxes - Property Fire Pension - Lake County 1,440,212 1,514,849 1,920,435 1,905,072 1,947,509 100.400.61 Taxes - Property Fire Pension - Cook County 474,952 504,456 469,951 466,191 476,576 15,457,525 16,120,489 16,712,894 16,579,191 16,780,272 100.410.05 Taxes - State Shared Local Use Tax 1,400,143 1,852,931 1,627,242 1,627,242 1,627,242 100.410.10 Taxes - State Shared State Income Tax 4,452,254 4,569,557 3,790,032 5,100,000 4,852,000 100.410.15 Taxes - State Shared Sales Tax - State 7,178,826 7,117,624 6,927,566 7,800,000 7,442,300 100.410.16 Taxes - State Shared Sales Tax Rebate Payments (924,005) (978,490) - - - 100.410.20 Taxes - State Shared Road & Bridge Tax Wheeling 25,660 26,155 28,000 27,220 28,000 100.410.25 Taxes - State Shared Road & Bridge Tax Vernon 140,080 126,977 154,000 152,160 154,000 100.410.32 Taxes - State Shared Cannabis Tax - 24,083 34,605 58,000 69,100 100.410.40 Taxes - State Shared Video Gaming Tax 95,291 68,507 82,500 85,000 82,500 100.410.50 Taxes - State Shared Replacement Tax 27,505 24,812 20,000 - 20,000 100.415.05 Taxes - Local Sales Tax - Home Rule 5,258,742 5,023,825 5,044,956 5,600,000 5,502,000 100.415.10 Taxes - Local Home Rule Rebate (1,567,819) (1,333,194) - - - 100.415.15 Taxes - Local Real Estate Transfer Tax 1,024,769 989,118 922,300 1,390,000 990,000 100.415.16 Taxes - Local Food & Beverage Tax Rebate (20,931) (36,938) - - - 100.415.20 Taxes - Local Hotel/Motel Tax 147,036 42,790 58,000 58,000 58,000 100.415.25 Taxes - Local Simplified Telecommunications Tx 1,304,425 906,071 960,000 720,000 720,000 100.415.30 Taxes - Local Prepared Food & Beverage Tax 783,381 651,680 600,000 790,000 750,000 100.415.32 Taxes - Local Cannabis - - - - 400,000 100.415.35 Taxes - Local Electricity Use Tax 1,613,066 1,614,057 1,600,000 1,600,000 1,600,000 100.415.40 Taxes - Local Natural Gas Use Tax 1,150,405 1,029,640 1,100,000 1,100,000 1,100,000 100.415.50 Taxes - Local Auto Rental Tax 283 510 - - - 22,089,110 21,719,715 22,949,201 26,107,622 25,395,142 100.440.15 Intergovernmental Revenue - Local Reimb - District #214 Officer 169,875 136,029 101,955 138,200 105,037 100.440.20 Intergovernmental Revenue - Local Reimb - Various Govts Fuel 49,439 26,341 50,000 28,000 10,000 100.440.25 Intergovernmental Revenue - Local Reimb - D.A.R.E. Officer 48,201 16,072 64,940 17,600 66,449 100.440.40 Intergovernmental Revenue - Local Crossing Guard Reimbursement 22,485 23,053 23,640 23,600 23,640 100.440.46 Intergovernmental Revenue - Local Overtime Reimb - DEA 16,510 13,001 11,400 11,400 15,500 100.440.50 Intergovernmental Revenue - Local Overtime Reimb - ICE 12,660 2,398 790 7,900 6,800 100.440.90 Intergovernmental Revenue - Local Miscellaneous - 2,630 5,000 - 5,000 319,170 219,524 257,725 226,700 232,426 100.420.05 Business Licenses Business Licenses 118,770 106,228 120,000 120,000 120,000 100.420.10 Business Licenses Tobacco Licenses 1,650 2,100 1,650 1,650 1,650 100.420.15 Business Licenses Vending Machine Licenses 5,350 5,370 5,000 50,000 5,000 100.420.20 Business Licenses Chauffer Licenses 1,000 105 - - - 100.420.25 Business Licenses Alarm Permits 30,350 27,635 26,000 27,000 26,000 20 - Intergovernmental Revenue Account Classification Total: 20 - Intergovernmental Revenue 25 - Licenses Fund: 100 - General Fund REVENUES 10 - Property Taxes Account Classification Total: 10 - Property Taxes 15 - Other Taxes Account Classification Total: 15 - Other Taxes 325 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.420.50 Business Licenses All Other Licenses 9,239 7,250 9,000 9,000 9,000 100.425 Liquor Licenses 144,850 102,700 - - - 100.425.05 Liquor Licenses Class A - - 51,600 51,600 51,600 100.425.10 Liquor Licenses Class B - - 24,000 24,000 24,000 100.425.15 Liquor Licenses Class C - - 34,800 34,800 34,800 100.425.20 Liquor Licenses Class D - - 12,800 12,800 12,800 100.425.25 Liquor Licenses Class E - - 6,000 6,000 6,000 100.425.30 Liquor Licenses Class F - - 2,000 2,000 2,000 100.425.50 Liquor Licenses Other 7,039 933 13,750 13,750 13,750 318,247 252,321 306,600 352,600 306,600 100.420.30 Business Licenses Video Gaming Permit 44,500 49,000 49,000 47,000 49,000 100.435.05 Building Revenue & Fees Development Building Permits 53,750 - - 66,000 - 100.435.10 Building Revenue & Fees Engineering Fees 205,747 115,477 60,000 72,000 60,000 100.435.15 Building Revenue & Fees Contractor Registration 98,350 72,400 85,000 79,100 85,000 100.435.20 Building Revenue & Fees Plan Review Fees 146,967 170,193 140,000 215,000 - 100.435.25 Building Revenue & Fees Filing Fees 4,625 4,100 4,000 6,000 4,000 100.435.30 Building Revenue & Fees Annexation Fees 3,000 58,500 30,000 65,000 30,000 100.435.35 Building Revenue & Fees Building Inspection Fees 428,988 508,266 450,000 691,100 715,600 100.435.40 Building Revenue & Fees Plumbing Inspection Fees 45,409 57,557 40,000 95,700 25,000 100.435.45 Building Revenue & Fees Electrical Inspection Fees 88,811 47,840 60,000 64,980 35,000 100.435.50 Building Revenue & Fees Mechanical Inspection Fees 51,197 53,552 40,000 61,800 30,000 100.435.55 Building Revenue & Fees Sign Inspection Fees 8,927 5,313 5,000 5,000 5,000 100.435.60 Building Revenue & Fees Elevator Inspection Fees 27,115 14,740 25,000 15,000 25,000 100.435.65 Building Revenue & Fees Fire Suppression Inspection Fees 26,325 9,744 10,000 15,000 10,000 100.435.70 Building Revenue & Fees Rental Inspection Fees 147,345 93,753 147,350 128,000 153,200 100.435.71 Building Revenue & Fees Other Non-Business Lic & Permits 38,490 42,483 45,000 45,000 45,000 1,419,546 1,302,917 1,190,350 1,671,680 1,271,800 100.455.05 Fines & Fees Court Fines Cook 6,514 3,002 2,600 18,000 2,600 100.455.07 Fines & Fees Prison Fees Lake County 31,386 2,238 - - - 100.455.10 Fines & Fees Court Fines Lake 371,002 312,096 146,600 281,500 270,000 100.455.15 Fines & Fees Village Ordinance Fines 184,260 85,943 91,700 29,700 30,000 100.455.20 Fines & Fees Alarm Service Calls 37,784 8,839 42,000 51,200 42,000 100.455.25 Fines & Fees Accident Reports 10,735 7,475 5,800 5,200 5,800 100.455.30 Fines & Fees Fingerprint Fees - - 1,000 800 1,000 100.455.35 Fines & Fees Ambulance Transport Fees 1,044,187 1,197,305 1,200,000 1,350,000 1,300,000 100.455.40 Fines & Fees Subpeona Fees 101 110 - - - 100.455.45 Fines & Fees DUI Assessments 15,325 6,372 7,900 2,080 3,000 100.455.50 Fines & Fees Impounding Fees 89,601 49,150 42,800 40,500 45,900 100.455.60 Fines & Fees Administrative Bail Fee 5,171 2,801 4,200 2,900 2,400 100.455.90 Fines & Fees Misc Other - 275,399 - 257,700 - 1,796,065 1,950,729 1,544,600 2,039,580 1,702,700 100.441.30 Sales of Water Construction Water 815 5,513 - 3,000 3,000 100.444.05 Insurance Contributions Retiree Premiums 16,340 4,425 - - - 17,155 9,938 - 3,000 3,000 100.450.10 Investment Revenue Interest Income -Investment Pool 107,514 142,682 12,500 20,000 47,000 100.450.15 Investment Revenue Interest Income - Money Market 172,766 20,195 41,000 2,700 2,000 100.450.20 Investment Revenue Interest Income - CD's 92,491 65,981 57,500 2,700 6,500 100.450.25 Investment Revenue Interest Income - Securities - 31,418 32,500 14,000 3,100 100.450.26 Investment Revenue Fixed Income 48,863 - - - - 100.450.30 Investment Revenue Amortization -Security Disc/Prem (436) - - - - 100.450.35 Investment Revenue Gain/Loss Security Transaction 67,020 17,900 - - - 488,218 278,176 143,500 39,400 58,600 100.456.05 Asset Seizures Federal 289,403 87,054 89,470 - - 100.465.05 All Other Revenue Cable Franchise Fees 753,068 696,550 735,000 690,600 700,000 50 - Miscellaneous Revenue 35 - Fines and Fees Account Classification Total: 35 - Fines and Fees 40 - Charges for Services Account Classification Total: 40 - Charges for Services 45 - Interest Income Account Classification Total: 45 - Interest Income Account Classification Total: 25 - Licenses 30 - Permits Account Classification Total: 30 - Permits 326 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.465.07 All Other Revenue Storm Water Management Fees 1,141,998 1,134,009 1,140,000 1,140,000 1,140,000 100.465.10 All Other Revenue Buffalo Grove Days 260 - - 110,000 50,000 100.465.12 All Other Revenue Symphonic Band 10,402 150 - 500 - 100.465.20 All Other Revenue Facility Rental 3,840 2,560 3,840 - - 100.465.26 All Other Revenue Ins Worker's Comp Recovery - 952 - - - 100.465.30 All Other Revenue Farmers Market 8,641 5,469 7,500 7,100 7,500 100.465.35 All Other Revenue Sales - Fixed Assets 163,085 - - - - 100.465.44 All Other Revenue Fire Miscellaneous - 44,216 - - - 100.465.45 All Other Revenue Police Miscellaneous - 7,322 - - - 100.465.50 All Other Revenue Misc Reimbursements/Refunds 74,291 43,182 - - - 100.465.51 All Other Revenue Miscellaneous Donations (939) 20,000 - - - 100.465.58 All Other Revenue Reserve for Capital Replace-Bldg 610,902 - - - - 100.465.65 All Other Revenue Grants 62,662 930,106 - - - 100.465.70 All Other Revenue Recycling Proceeds 12,562 3,040 25,000 25,000 25,000 100.465.75 All Other Revenue Auction Proceeds 91,043 23,194 - - - 100.465.80 All Other Revenue Cannabis Fees 36,720 146,630 145,000 80,200 80,000 100.465.90 All Other Revenue Miscellaneous Income 582,205 1,408,599 50,000 400,000 150,000 3,840,143 4,553,035 2,195,810 2,453,400 2,152,500 100.460.05 Operating Transfers Interfund Transfers In 980,195 2,008,315 1,780,000 999,600 999,600 980,195 2,008,315 1,780,000 999,600 999,600 46,725,375 48,415,159 47,080,680 50,472,773 48,902,640 46,725,375 48,415,159 47,080,680 50,472,773 48,902,640 110.465.90 All Other Revenue Miscellaneous Income - (0) - - - - (0) - - - - (0) - - - - (0) - - - 120.455.70 Fines & Fees Parking Fees - Daily Metra 99,849 43,890 15,000 7,500 24,000 120.455.75 Fines & Fees Parking Fees - Parking Passes 83,199 8,710 45,000 800 5,000 183,048 52,600 60,000 8,300 29,000 120.465.20 All Other Revenue Facility Rental 752 302 400 - - 752 302 400 - - 120.460.05 Operating Transfers Interfund Transfers In - 130,000 125,000 150,000 172,000 - 130,000 125,000 150,000 172,000 183,800 182,901 185,400 158,300 201,000 183,800 182,901 185,400 158,300 201,000 125.460.05 Operating Transfers Interfund Transfers In - 72,959 - 14,512 - - 72,959 - 14,512 - - 72,959 - 14,512 - - 72,959 - 14,512 - 130.410.37 Taxes - State Shared MFT Trans. Renewal Fund Distr.- 624,447 - - - 130.410.60 Taxes - State Shared Motor Fuel Tax 1,361,314 885,648 1,600,000 1,600,000 1,600,000 1,361,314 1,510,094 1,600,000 1,600,000 1,600,000 15 - Other Taxes Account Classification Total: 15 - Other Taxes 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 125 - Lake Cook Rd TIF Fund Fund: 130 - Motor Fuel Tax Fund REVENUES 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 120 - Metra Parking Lot Fund Fund: 125 - Lake Cook Rd TIF Fund REVENUES Fund: 120 - Metra Parking Lot Fund REVENUES 35 - Fines and Fees Account Classification Total: 35 - Fines and Fees 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue Fund: 110 - IMRF/Social Security Fund REVENUES 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue REVENUES Total Fund REVENUE Total: 110 - IMRF/Social Security Fund Account Classification Total: 50 - Miscellaneous Revenue 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 100 - General Fund 327 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 130.465.65 All Other Revenue Grants - 911,583 911,600 911,600 911,600 - 911,583 911,600 911,600 911,600 1,361,314 2,421,678 2,511,600 2,511,600 2,511,600 1,361,314 2,421,678 2,511,600 2,511,600 2,511,600 135.415.31 Taxes - Local Local MFT - 421,550 485,000 450,000 445,000 - 421,550 485,000 450,000 445,000 - 421,550 485,000 450,000 445,000 - 421,550 485,000 450,000 445,000 140.400.40 Taxes - Property Debt Service - Lake County 650,031 667,796 342,250 342,250 269,355 140.400.41 Taxes - Property Debt Service - Cook County 214,319 222,993 60,398 60,398 65,914 864,350 890,789 402,648 402,648 335,269 140.450.05 Investment Revenue Interest Income - Savings - - - - 5,000 140.450.10 Investment Revenue Interest Income -Investment Pool - 27,190 - - - - 27,190 - - 5,000 140.465.90 All Other Revenue Miscellaneous Income (0) - - - - 140.470 Bond Proceeds 1,449,275 24,000,000 - - - 140.470.06 Bond Proceeds Premium - 2,720,164 - - - 1,449,275 26,720,164 - - - 140.460.05 Operating Transfers Interfund Transfers In 680,000 1,262,650 3,346,411 3,346,411 3,336,503 680,000 1,262,650 3,346,411 3,346,411 3,336,503 2,993,625 28,900,792 3,749,059 3,749,059 3,676,772 2,993,625 28,900,792 3,749,059 3,749,059 3,676,772 150.460.05 Operating Transfers Interfund Transfers In 1,011,593 550,000 159,000 159,000 1,036,200 1,011,593 550,000 159,000 159,000 1,036,200 1,011,593 550,000 159,000 159,000 1,036,200 1,011,593 550,000 159,000 159,000 1,036,200 155.460.05 Operating Transfers Interfund Transfers In - 1,350,000 1,969,850 1,969,850 2,205,000 - 1,350,000 1,969,850 1,969,850 2,205,000 - 1,350,000 1,969,850 1,969,850 2,205,000 - 1,350,000 1,969,850 1,969,850 2,205,000 160.465.65 All Other Revenue Grants 254,814 466,618 - 2,752,463 - 160.465.90 All Other Revenue Miscellaneous Income 35,125 49,809 - - - 289,939 516,427 - 2,752,463 - 160.460.05 Operating Transfers Interfund Transfers In 2,696,703 6,971,962 7,634,626 6,932,286 5,437,870 2,696,703 6,971,962 7,634,626 6,932,286 5,437,870 2,986,642 7,488,389 7,634,626 9,684,749 5,437,870 REVENUES Total Fund: 160 - Capital Projects Streets Fund REVENUES 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers Fund: 155 - Capital Projects Vehicles/Equip REVENUES 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 155 - Capital Projects Vehicles/Equip Fund: 150 - Capital Projects Facilities Fund REVENUES 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 150 - Capital Projects Facilities Fund 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 140 - Debt Service Fund Fund: 140 - Debt Service Fund REVENUES 10 - Property Taxes Account Classification Total: 10 - Property Taxes 45 - Interest Income Account Classification Total: 45 - Interest Income Fund: 135 - Local Motor Fuel Tax Fund REVENUES 15 - Other Taxes Account Classification Total: 15 - Other Taxes REVENUES Total Fund REVENUE Total: 135 - Local Motor Fuel Tax Fund 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue REVENUES Total Fund REVENUE Total: 130 - Motor Fuel Tax Fund 328 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 2,986,642 7,488,389 7,634,626 9,684,749 5,437,870 170.435.75 Building Revenue & Fees Water Connection Fees 3,850 9,300 5,000 5,000 5,000 170.435.76 Building Revenue & Fees Lake County Sewer Tap On Fees 134,042 284,045 100,000 100,000 100,000 170.435.77 Building Revenue & Fees Village Sewer Tap On Fees 300 2,150 1,000 1,000 1,000 170.435.78 Building Revenue & Fees Water Meter Sales 1,546 21,785 5,000 5,000 5,000 170.435.79 Building Revenue & Fees System Improvement Fees 7,840 27,470 5,000 5,000 5,000 147,579 344,750 116,000 116,000 116,000 170.441.05 Sales of Water Resident - Regular 5,834,137 9,221,438 9,283,832 9,289,832 9,798,290 170.441.15 Sales of Water Debt Service Charge (4) - - - - 170.441.20 Sales of Water Penalties 113,678 34,673 100,000 100,000 100,000 170.441.60 Sales of Water Fees - Turn On 2,353 500 - - - 170.442.05 Village Sewer Resident - Regular 1,440,448 1,684,894 1,672,726 1,672,726 1,748,000 170.443.00 Lake County Sewer Sanitary Sewer Service Fees 3,125,575 3,303,190 3,554,700 3,554,700 3,696,888 10,516,187 14,244,695 14,611,258 14,617,258 15,343,178 170.450.10 Investment Revenue Interest Income -Investment Pool 110,214 94,250 39,696 39,696 29,194 110,214 94,250 39,696 39,696 29,194 170.465 All Other Revenue 0 - 20,000 - 20,000 170.465.65 All Other Revenue Grants 350,000 341,254 - - - 170.465.90 All Other Revenue Miscellaneous Income 108,429 36,203 - - - 458,429 377,457 20,000 - 20,000 170.460.05 Operating Transfers Interfund Transfers In - 3,553,408 6,089,461 4,877,184 4,285,452 - 3,553,408 6,089,461 4,877,184 4,285,452 11,232,409 18,614,558 20,876,415 19,650,138 19,793,824 11,232,409 18,614,558 20,876,415 19,650,138 19,793,824 180.445.10 Golf Course Fees Greens Fees 575,370 709,825 675,000 810,000 776,200 180.445.15 Golf Course Fees Power Cart Rental 122,827 170,062 168,000 179,200 193,200 180.445.20 Golf Course Fees Pull Cart Rental 3,795 3,763 3,200 3,200 3,200 180.445.25 Golf Course Fees Driving Range Fees 75,608 96,420 71,000 118,600 110,000 180.445.30 Golf Course Fees Memberships & Passes 57,411 58,830 59,000 70,900 70,900 180.445.35 Golf Course Fees Merchandise Sales 57,050 58,818 67,000 54,000 67,000 180.445.40 Golf Course Fees Sales Tax 5,701 5,133 6,700 6,700 6,700 180.445.55 Golf Course Fees Club Rental Fees 880 20 1,500 1,500 1,500 180.445.57 Golf Course Fees Club Storage 75 - - - - 180.445.60 Golf Course Fees Rental Income Facility 49,540 20,096 66,000 66,000 66,000 180.445.65 Golf Course Fees Rental Income Cell Tower 38,008 37,576 33,000 33,000 33,000 180.445.70 Golf Course Fees Utility Reimbursement 28,767 16,548 30,000 30,000 30,000 180.445.90 Golf Course Fees Other Revenue (185) - - - - 1,014,846 1,177,091 1,180,400 1,373,100 1,357,700 180.465.90 All Other Revenue Miscellaneous Income (336) (872) - - - (336) (872) - - - 180.460.05 Operating Transfers Interfund Transfers In 158,960 - - - - 158,960 - - - - 1,173,469 1,176,219 1,180,400 1,373,100 1,357,700 1,173,469 1,176,219 1,180,400 1,373,100 1,357,700 REVENUES Total Fund REVENUE Total: 180 - Buffalo Grove Golf Fund Fund: 190 - Arboretum Golf Fund 40 - Charges for Services Account Classification Total: 40 - Charges for Services 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 170 - Water & Sewer Fund Fund: 180 - Buffalo Grove Golf Fund REVENUES 40 - Charges for Services Account Classification Total: 40 - Charges for Services 45 - Interest Income Account Classification Total: 45 - Interest Income 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue Fund REVENUE Total: 160 - Capital Projects Streets Fund Fund: 170 - Water & Sewer Fund REVENUES 30 - Permits Account Classification Total: 30 - Permits 329 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 190.445.10 Golf Course Fees Greens Fees 576,636 888,307 750,000 810,000 829,125 190.445.15 Golf Course Fees Power Cart Rental 166,575 221,113 190,000 210,000 220,600 190.445.20 Golf Course Fees Pull Cart Rental 938 1,065 900 900 900 190.445.30 Golf Course Fees Memberships & Passes 61,308 78,950 68,000 105,600 106,200 190.445.35 Golf Course Fees Merchandise Sales 47,440 52,156 52,000 56,100 56,400 190.445.36 Golf Course Fees Coupon Sales 12,535 12,250 15,000 15,000 17,100 190.445.40 Golf Course Fees Sales Tax 3,742 4,663 4,160 4,160 4,160 190.445.55 Golf Course Fees Club Rental Fees 4,480 3,620 3,500 3,500 3,800 190.445.56 Golf Course Fees Locker Room Rental - 283 250 250 250 190.445.60 Golf Course Fees Rental Income Facility 36,205 12,188 30,000 55,000 77,500 190.445.70 Golf Course Fees Utility Reimbursement 23,639 12,614 33,300 33,300 32,000 190.445.90 Golf Course Fees Other Revenue 91,576 6,215 5,000 5,000 5,000 1,025,074 1,293,424 1,152,110 1,298,810 1,353,035 190.460.05 Operating Transfers Interfund Transfers In 292,452 - 129,794 129,794 - 292,452 - 129,794 129,794 - 1,317,526 1,293,424 1,281,904 1,428,604 1,353,035 1,317,526 1,293,424 1,281,904 1,428,604 1,353,035 200.465 All Other Revenue - - 25,000 - 25,000 200.465.55 All Other Revenue SWANCC User Fees 1,058,282 1,148,303 1,060,000 1,060,000 1,155,400 1,058,282 1,148,303 1,085,000 1,060,000 1,180,400 1,058,282 1,148,303 1,085,000 1,060,000 1,180,400 1,058,282 1,148,303 1,085,000 1,060,000 1,180,400 211.465.90 All Other Revenue Miscellaneous Income - (1,018) - - - - (1,018) - - - 211.461.01 Internal Service Contributions Information Technology Fund 1,626,243 1,871,458 1,637,111 1,764,007 1,860,503 1,626,243 1,871,458 1,637,111 1,764,007 1,860,503 1,626,243 1,870,439 1,637,111 1,764,007 1,860,503 1,626,243 1,870,439 1,637,111 1,764,007 1,860,503 212.460.05 Operating Transfers Interfund Transfers In (17,192) - - - - 212.461.03 Internal Service Contributions Central Garage Fund 2,420,098 2,139,431 1,524,802 1,524,802 1,628,681 2,402,906 2,139,431 1,524,802 1,524,802 1,628,681 2,402,906 2,139,431 1,524,802 1,524,802 1,628,681 2,402,906 2,139,431 1,524,802 1,524,802 1,628,681 213.465.90 All Other Revenue Miscellaneous Income - (2,580) - - - - (2,580) - - - 213.460.05 Operating Transfers Interfund Transfers In (12,017) - - - - 213.461.02 Internal Service Contributions Building Maintenance Fund 1,336,442 1,739,428 1,784,915 1,784,915 1,756,824 1,324,424 1,739,428 1,784,915 1,784,915 1,756,824 1,324,424 1,736,848 1,784,915 1,784,915 1,756,824 REVENUES Total Fund: 213 - Building Maintenance Fund REVENUES 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers Fund: 212 - Central Garage Fund REVENUES 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 212 - Central Garage Fund 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 211 - Information Technology Fund 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue REVENUES Total Fund REVENUE Total: 200 - Refuse Fund Fund: 211 - Information Technology Fund REVENUES 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 190 - Arboretum Golf Fund Fund: 200 - Refuse Fund REVENUES REVENUES 40 - Charges for Services Account Classification Total: 40 - Charges for Services 330 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 1,324,424 1,736,848 1,784,915 1,784,915 1,756,824 220.450.25 Investment Revenue Interest Income - Securities 153,483 535,089 36,000 36,000 267,540 220.450.26 Investment Revenue Fixed Income 517,201 405,861 136,800 136,800 202,930 220.450.45 Investment Revenue Stock Dividend 731,206 452,533 198,000 198,000 226,270 220.450.50 Investment Revenue Fixed Income 677,172 849,026 180,000 180,000 424,510 220.450.55 Investment Revenue Mutual Funds 1,521,879 5,788,935 410,400 410,400 1,447,200 220.450.60 Investment Revenue Equity Securities 9,775,425 648,275 2,638,800 2,638,800 162,100 13,376,366 8,679,718 3,600,000 3,600,000 2,730,550 220.465.41 All Other Revenue Pension Contributions - EE 744,295 765,583 750,000 750,000 750,000 220.465.90 All Other Revenue Miscellaneous Income 28,450 45,215 - - 25,000 772,744 810,798 750,000 750,000 775,000 220.460.05 Operating Transfers Interfund Transfers In 2,899,820 3,095,593 3,361,940 3,361,940 3,394,077 2,899,820 3,095,593 3,361,940 3,361,940 3,394,077 17,048,930 12,586,108 7,711,940 7,711,940 6,899,627 17,048,930 12,586,108 7,711,940 7,711,940 6,899,627 230.450.20 Investment Revenue Interest Income - CD's - - 219,780 219,780 - 230.450.25 Investment Revenue Interest Income - Securities 692,281 535,959 - - 250,000 230.450.45 Investment Revenue Stock Dividend 1,204,314 644,546 402,930 402,930 300,000 230.450.50 Investment Revenue Fixed Income 1,044,084 1,185,845 329,670 329,670 800,000 230.450.55 Investment Revenue Mutual Funds 8,289,122 1,416,689 2,710,620 2,710,620 1,500,000 11,229,801 3,783,038 3,663,000 3,663,000 2,850,000 230.465.41 All Other Revenue Pension Contributions - EE 542,215 2,019,305 545,000 545,000 582,000 230.465.90 All Other Revenue Miscellaneous Income (2,314) 7,290,928 - - - 539,900 9,310,233 545,000 545,000 582,000 230.460.05 Operating Transfers Interfund Transfers In 1,915,164 - 2,390,386 2,390,386 2,424,085 1,915,164 - 2,390,386 2,390,386 2,424,085 13,684,866 13,093,272 6,598,386 6,598,386 5,856,085 13,684,866 13,093,272 6,598,386 6,598,386 5,856,085 250.460.05 Operating Transfers Interfund Transfers In - 2,100,000 - - - - 2,100,000 - - - - 2,100,000 - - - - 2,100,000 - - - 106,131,404 145,562,031 107,456,088 112,065,735 106,102,761 100.10.500.25 Personal Services Salaries - Elected Officials 32,825 33,000 33,000 33,000 33,000 100.10.505.10 Personal Benefits Professional Training 2,837 3,493 13,000 1,000 13,000 100.10.505.15 Personal Benefits Dues & Memberships 38,743 40,319 42,000 40,000 42,000 100.10.505.75 Personal Benefits Employer's Contribution - FICA 2,035 2,046 2,046 - 2,046 Department: 10 - Legislative Fund: 100 - General Fund EXPENSES 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 250 - Retiree Health Savings Fund REVENUE GRAND Totals: 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 230 - Fire Pension Fund Fund: 250 - Retiree Health Savings Fund REVENUES Fund: 230 - Fire Pension Fund REVENUES 45 - Interest Income Account Classification Total: 45 - Interest Income 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue 50 - Miscellaneous Revenue Account Classification Total: 50 - Miscellaneous Revenue 55 - Operating Transfers Account Classification Total: 55 - Operating Transfers REVENUES Total Fund REVENUE Total: 220 - Police Pension Fund Fund REVENUE Total: 213 - Building Maintenance Fund Fund: 220 - Police Pension Fund REVENUES 45 - Interest Income Account Classification Total: 45 - Interest Income 331 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.10.505.85 Personal Benefits Employer's Contribution Medicare 476 479 479 479 478 100.10.510.04 Operating Expenses Travel 472 - 750 1,500 2,000 100.10.510.08 Operating Expenses Reception & Community Affairs 6,514 6,576 3,500 - 3,500 100.10.510.14 Operating Expenses Subscriptions & Publications 70 550 4,000 - 2,000 100.10.510.40 Operating Expenses Supplies - Office 505 85 500 - - 100.10.525.05 Commission & Committees Blood Commission - - 300 - 300 100.10.525.10 Commission & Committees Buffalo Grove Days 716 108 - - - 100.10.525.15 Commission & Committees Fire and Police Commission 7 348 - - - 100.10.525.20 Commission & Committees Fireworks for the Fourth 26,500 7,500 26,500 30,000 29,000 100.10.525.25 Commission & Committees Plan Commission 3,026 5,752 3,000 2,100 3,000 100.10.525.30 Commission & Committees Residents with Disabilities 1,848 - 300 - 700 100.10.525.45 Commission & Committees Village Board - 2,888 - - - 100.10.525.50 Commission & Committees Symphonic Band 19,443 9,815 11,000 10,000 11,000 100.10.525.55 Commission & Committees Farmer's Market 3,921 2,274 2,500 200 2,500 100.10.525.95 Commission & Committees Other Boards/Commissions - 290 - 965 - 100.10.555.10 Capital Equipment Office and Other Equipment 246 - - - - 100.10.580.05 All Other Expense All Other Expenses 850 25,766 15,000 1,000 10,000 100.10.580.10 All Other Expense Consultant Fees 2,745 2,493 1,000 - 1,000 100.10.580.45 All Other Expense Cable Television Programming 14,690 10,808 12,000 12,000 12,000 100.10.580.50 All Other Expense Senior Taxi Program 2,013 478 4,400 3,000 4,500 160,482 155,068 175,275 135,244 172,024 100.15.500.05 Personal Services Salaries - Full Time 703,580 808,671 667,962 745,100 692,846 100.15.500.10 Personal Services Salaries - Part Time 31,920 9,471 30,000 25,209 - 100.15.500.31 Personal Services Payroll Reimbursement 124 29 - - - 100.15.500.40 Personal Services Salaries - Longevity 829 2,057 1,000 1,000 600 100.15.505.05 Personal Benefits Group & Medical Life 79,842 100,114 92,898 103,900 105,005 100.15.505.10 Personal Benefits Professional Training 13,691 11,073 12,525 15,100 12,525 100.15.505.15 Personal Benefits Dues & Memberships 4,118 3,737 4,600 4,600 4,600 100.15.505.75 Personal Benefits Employer's Contribution - FICA 31,484 37,179 32,102 33,000 31,185 100.15.505.80 Personal Benefits Employer's Contribution - IMRF 81,682 110,168 88,571 88,571 75,593 100.15.505.85 Personal Benefits Employer's Contribution Medicare 10,435 10,472 10,120 10,120 8,732 100.15.510.03 Operating Expenses Postage 10 640 20 - 20 100.15.510.04 Operating Expenses Travel 5,764 (1,009) 3,500 500 3,500 100.15.510.06 Operating Expenses Per Diem Allowance 222 96 100 - 100 100.15.510.08 Operating Expenses Reception & Community Affairs 2,160 459 2,000 800 1,500 100.15.510.10 Operating Expenses Maintenance Contracts - 423 - 5,000 - 100.15.510.14 Operating Expenses Subscriptions & Publications 4,056 5,823 2,500 2,500 6,800 100.15.510.16 Operating Expenses Printing 198 50 300 - - 100.15.510.18 Operating Expenses Village Newsletter 18,474 9,237 43,603 4,000 43,000 100.15.510.21 Operating Expenses IT Internal Svc Contribution 32,081 44,223 35,086 35,086 37,848 100.15.510.40 Operating Expenses Supplies - Office 3,424 713 2,500 300 500 100.15.515.05 Insurance Premium 16,778 17,644 1,126 1,126 1,433 100.15.515.10 Insurance Unemployment Insurance - 1,855 - - - 100.15.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 66,199 30,796 101,355 101,355 99,743 100.15.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 2,932 2,568 1,332 1,332 1,422 100.15.545.05 Maintenance & Repairs - Vehicles Gasoline - 35 - - - 100.15.555.40 Capital Equipment Technology - - 1,250 - 1,250 100.15.555.50 Capital Equipment Buildings - - 5,730 - 5,730 100.15.580 All Other Expense - 400 - - - 100.15.580.05 All Other Expense All Other Expenses 1,361 24,683 20,000 - 20,000 100.15.580.10 All Other Expense Consultant Fees 55,150 87,414 80,000 75,000 80,000 1,166,514 1,319,021 1,240,180 1,253,599 1,233,932 100.20.520 Legal Services - 90,986 - - - 100.20.520.05 Legal Services Retainer Fee - 3,236 - - - 100.20.520.10 Legal Services Prosecutor Fee - 5,750 - - - 100.20.520.15 Legal Services Attorney's Fees 243,021 188,473 355,000 330,000 340,000 100.20.520.20 Legal Services Recording Fees 715 320 - - - 100.20.520.25 Legal Services Legal Notices 5,514 5,399 8,000 8,000 8,000 Department: 15 - Office of the Village Manager Department: 20 - Legal Department Total: 10 - Legislative Department Total: 15 - Office of the Village Manager 332 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.20.520.30 Legal Services Litigation 220 - 15,000 - 15,000 100.20.520.40 Legal Services Special Counsel - 30,825 60,000 60,000 60,000 249,470 324,989 438,000 398,000 423,000 100.25.500.05 Personal Services Salaries - Full Time - - - - 325,804 100.25.500.10 Personal Services Salaries - Part Time - - - - 26,134 100.25.500.40 Personal Services Salaries - Longevity - - - - 1,800 100.25.505.05 Personal Benefits Group & Medical Life - - - - 63,302 100.25.505.15 Personal Benefits Dues & Memberships 130 - - - - 100.25.505.75 Personal Benefits Employer's Contribution - FICA - - - - 21,590 100.25.505.80 Personal Benefits Employer's Contribution - IMRF - - - - 38,119 100.25.505.85 Personal Benefits Employer's Contribution Medicare - - - - 5,130 100.25.510.06 Operating Expenses Per Diem Allowance 16 - - - - 100.25.510.21 Operating Expenses IT Internal Svc Contribution - - - - 30,255 146 - - - 512,134 100.30.500.05 Personal Services Salaries - Full Time 779,049 613,593 786,930 760,000 605,314 100.30.500.10 Personal Services Salaries - Part Time - 7,367 40,000 40,000 39,504 100.30.500.25 Personal Services Salaries - Elected Officials 6,000 6,000 6,000 6,000 6,000 100.30.500.31 Personal Services Payroll Reimbursement - 97 - - - 100.30.500.35 Personal Services Salaries - Overtime 1,407 629 2,500 2,000 2,500 100.30.500.40 Personal Services Salaries - Longevity 3,000 2,000 1,200 1,200 1,200 100.30.505.05 Personal Benefits Group & Medical Life 158,005 100,301 113,038 113,038 117,506 100.30.505.10 Personal Benefits Professional Training 2,498 495 7,000 - 7,000 100.30.505.15 Personal Benefits Dues & Memberships 2,172 2,450 1,965 1,965 1,965 100.30.505.50 Personal Benefits Employee Recognition 48 - - - - 100.30.505.75 Personal Benefits Employer's Contribution - FICA 47,246 37,963 49,336 49,336 38,319 100.30.505.80 Personal Benefits Employer's Contribution - IMRF 89,117 83,807 104,347 105,783 70,822 100.30.505.85 Personal Benefits Employer's Contribution Medicare 11,050 8,878 11,990 11,990 9,491 100.30.510.03 Operating Expenses Postage 91,022 30,610 75,000 55,000 50,000 100.30.510.04 Operating Expenses Travel 3,762 - 4,000 - 4,000 100.30.510.06 Operating Expenses Per Diem Allowance 269 - 300 - 300 100.30.510.08 Operating Expenses Reception & Community Affairs 60 372 400 - 400 100.30.510.10 Operating Expenses Maintenance Contracts 3,062 1,974 2,254 22,000 2,200 100.30.510.12 Operating Expenses Equipment Rental 1,653 1,793 1,300 1,900 2,380 100.30.510.14 Operating Expenses Subscriptions & Publications 228 60 - - - 100.30.510.16 Operating Expenses Printing 3,883 4,570 8,000 48,000 4,400 100.30.510.21 Operating Expenses IT Internal Svc Contribution 57,361 105,951 61,400 61,400 73,934 100.30.510.28 Operating Expenses Audit Fees 29,085 28,791 35,000 31,950 35,000 100.30.510.40 Operating Expenses Supplies - Office 6,547 5,625 5,000 5,000 5,000 100.30.510.83 Operating Expenses Credit Card Fees - 43 - - - 100.30.510.84 Operating Expenses Bank Fees - - - 3,600 3,600 100.30.515.05 Insurance Premium 27,180 29,475 1,503 1,503 1,913 100.30.515.10 Insurance Unemployment Insurance - 11,132 - - - 100.30.515.15 Insurance Deductible - Worker's Comp 3,165 - 3,071 3,071 3,071 100.30.525.10 Commission & Committees Buffalo Grove Days 19,476 12,666 30,000 37,940 50,000 100.30.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 70,497 51,152 108,682 108,682 106,941 100.30.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 3,289 2,995 2,664 2,664 2,762 100.30.550.05 Maintenance & Repairs - Other Department Equipment 1,621 180 - - - 100.30.555.40 Capital Equipment Technology - - 1,500 - 1,500 100.30.555.50 Capital Equipment Buildings - - 7,160 - 7,160 100.30.580 All Other Expense 175 - - - - 100.30.580.05 All Other Expense All Other Expenses 11,821 1,920 2,000 - - 100.30.580.10 All Other Expense Consultant Fees 36,589 224,882 5,000 72,000 170,000 100.30.580.11 All Other Expense Contractual Services 5,523 1,614 - 9,000 10,000 1,475,860 1,379,384 1,478,540 1,555,022 1,434,182 100.35.500.05 Personal Services Salaries - Full Time 224,758 229,567 344,580 250,304 495,050 100.35.500.31 Personal Services Payroll Reimbursement - 7 - - - 100.35.500.40 Personal Services Salaries - Longevity 1,000 1,000 1,000 1,000 1,000 Department: 25 - Administrative Services Department: 30 - Finance Department: 35 - Human Resources Department Total: 20 - Legal Department Total: 25 - Administrative Services Department Total: 30 - Finance 333 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.35.505.05 Personal Benefits Group & Medical Life 41,432 45,009 35,777 35,777 46,470 100.35.505.10 Personal Benefits Professional Training 31,865 1,469 28,200 28,200 28,200 100.35.505.15 Personal Benefits Dues & Memberships 1,196 1,344 2,100 2,100 2,100 100.35.505.40 Personal Benefits Tuition Reimbursement 49,450 28,059 50,000 50,000 50,000 100.35.505.50 Personal Benefits Employee Recognition 8,816 7,428 10,000 7,000 10,000 100.35.505.75 Personal Benefits Employer's Contribution - FICA 12,167 12,795 19,889 19,889 29,346 100.35.505.80 Personal Benefits Employer's Contribution - IMRF 25,546 31,404 45,691 45,691 57,921 100.35.505.85 Personal Benefits Employer's Contribution Medicare 3,129 3,224 4,997 4,997 7,193 100.35.510.04 Operating Expenses Travel - 318 2,000 500 2,000 100.35.510.06 Operating Expenses Per Diem Allowance - - 350 - 350 100.35.510.10 Operating Expenses Maintenance Contracts 6,800 - - - - 100.35.510.14 Operating Expenses Subscriptions & Publications 1,654 1,720 1,500 700 15,000 100.35.510.21 Operating Expenses IT Internal Svc Contribution 13,751 33,916 14,619 14,619 15,365 100.35.510.22 Operating Expenses Recruitment Charges 25,307 22,304 8,500 3,407 8,500 100.35.510.24 Operating Expenses CDL Testing 1,439 1,035 2,800 800 2,800 100.35.510.40 Operating Expenses Supplies - Office 767 1,067 700 1,526 1,600 100.35.515.05 Insurance Premium 7,988 7,011 1,503 35,000 1,913 100.35.515.15 Insurance Deductible - Worker's Comp 5,000 5,000 4,853 4,853 4,853 100.35.515.20 Insurance Deductible - Non Wrker's Co - 150 - - - 100.35.520 Legal Services - 13,878 - - - 100.35.520.40 Legal Services Special Counsel 125,257 - - - - 100.35.525.15 Commission & Committees Fire and Police Commission 23,393 22,075 40,000 30,500 40,000 100.35.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 23,037 20,522 35,413 35,413 34,846 100.35.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 1,141 1,070 1,332 1,332 1,422 100.35.580.05 All Other Expense All Other Expenses 4,116 4,095 - - - 100.35.580.66 All Other Expense IRMA Deductible - Non Wrkr's Cmp - (952) - - - 639,009 494,514 655,804 573,608 855,929 100.40.500.05 Personal Services Salaries - Full Time 294,337 332,980 328,337 328,337 354,734 100.40.500.10 Personal Services Salaries - Part Time 84,241 64,573 30,115 30,000 69,092 100.40.500.20 Personal Services Salaries - Sworn 5,754,792 5,682,056 6,085,463 6,085,463 6,307,778 100.40.500.30 Personal Services Salaries - Special Duty (8,683) (9,992) - - - 100.40.500.31 Personal Services Payroll Reimbursement - 171 - - - 100.40.500.35 Personal Services Salaries - Overtime 886,697 1,040,803 830,000 930,000 875,000 100.40.500.40 Personal Services Salaries - Longevity 33,443 28,657 26,800 26,800 29,800 100.40.505.05 Personal Benefits Group & Medical Life 1,101,781 1,154,283 1,159,160 1,159,160 1,256,173 100.40.505.10 Personal Benefits Professional Training 41,555 29,117 30,000 25,000 40,000 100.40.505.15 Personal Benefits Dues & Memberships 9,396 14,120 15,500 13,000 15,500 100.40.505.20 Personal Benefits Clothing Allowance 38,100 31,763 39,500 38,000 39,500 100.40.505.35 Personal Benefits Safety Equipment 63,340 57,113 71,900 68,000 71,900 100.40.505.50 Personal Benefits Employee Recognition - 11 - - - 100.40.505.61 Personal Benefits Pension Payment - Fire 1,915,164 2,019,305 2,390,386 2,390,386 2,424,085 100.40.505.75 Personal Benefits Employer's Contribution - FICA 22,988 23,865 22,224 22,224 39,427 100.40.505.80 Personal Benefits Employer's Contribution - IMRF 33,221 45,479 43,537 43,537 41,504 100.40.505.85 Personal Benefits Employer's Contribution Medicare 97,178 97,623 92,248 92,248 99,338 100.40.510.04 Operating Expenses Travel 6,035 1,473 3,600 1,500 6,600 100.40.510.06 Operating Expenses Per Diem Allowance 2,565 706 2,000 1,000 3,500 100.40.510.08 Operating Expenses Reception & Community Affairs 47 - 100 100 100 100.40.510.10 Operating Expenses Maintenance Contracts 55,760 32,460 37,200 35,000 49,100 100.40.510.14 Operating Expenses Subscriptions & Publications 3,838 2,263 3,000 2,300 3,000 100.40.510.16 Operating Expenses Printing 1,709 863 1,500 900 1,500 100.40.510.21 Operating Expenses IT Internal Svc Contribution 483,563 561,392 520,441 520,441 456,111 100.40.510.40 Operating Expenses Supplies - Office 5,047 3,157 4,000 3,200 4,000 100.40.510.50 Operating Expenses Supplies - All Other 13,973 26,530 14,000 12,500 14,000 100.40.510.55 Operating Expenses Operating Equip - Department 77,815 62,044 53,000 48,000 57,600 100.40.510.65 Operating Expenses Northwest Central Dispatch 155,374 113,764 150,210 150,210 109,509 100.40.515 Insurance 218 - - - - 100.40.515.05 Insurance Premium 217,476 230,367 241,201 241,201 306,942 100.40.515.10 Insurance Unemployment Insurance (600) - - - - 100.40.515.15 Insurance Deductible - Worker's Comp 28,291 101,692 27,459 27,459 27,459 Department Total: 35 - Human Resources Department: 40 - Fire 334 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.40.530.50 Commodities Small Equipment Tools & Hardware 25,516 18,855 20,000 18,000 71,000 100.40.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 170,427 160,216 261,326 261,326 257,145 100.40.535.20 Maintenance & Repairs - Facilities Buildings & Facilities 35,610 21,593 28,500 23,500 28,500 100.40.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 605,880 541,063 386,269 386,269 412,354 100.40.545.05 Maintenance & Repairs - Vehicles Gasoline 96 - - - - 100.40.550.05 Maintenance & Repairs - Other Department Equipment 10,475 10,969 16,900 13,500 16,900 100.40.555.10 Capital Equipment Office and Other Equipment 186,500 28,574 - - - 100.40.555.30 Capital Equipment Capital Replacement - - 185,000 - 64,000 100.40.555.40 Capital Equipment Technology - - 18,200 - 18,200 100.40.555.50 Capital Equipment Buildings - - 44,595 - 44,595 100.40.580.05 All Other Expense All Other Expenses 12,002 169,181 10,500 62,342 10,500 100.40.580.10 All Other Expense Consultant Fees - - 6,250 6,250 16,250 100.40.580.11 All Other Expense Contractual Services 25,137 25,992 25,800 25,000 27,100 100.40.580.20 All Other Expense CAFT Site (86,030) (22,751) 10,000 10,000 10,000 100.40.580.21 All Other Expense NWCH Adminstration Fee 5,000 4,336 5,000 5,000 5,250 12,409,275 12,706,668 13,241,221 13,107,153 13,685,046 100.45.500.05 Personal Services Salaries - Full Time 838,840 852,884 804,242 775,000 755,381 100.45.500.10 Personal Services Salaries - Part Time 106,990 79,793 139,458 139,458 139,755 100.45.500.20 Personal Services Salaries - Sworn 6,810,560 6,946,004 6,837,281 6,800,000 7,146,083 100.45.500.22 Personal Services Holiday & Stipends - - - - 315,442 100.45.500.31 Personal Services Payroll Reimbursement 1,482 191 - - - 100.45.500.35 Personal Services Salaries - Overtime 359,807 243,101 310,000 310,000 310,000 100.45.500.40 Personal Services Salaries - Longevity 47,686 43,086 40,600 40,600 40,600 100.45.505.05 Personal Benefits Group & Medical Life 1,270,172 1,303,320 1,255,743 1,250,000 1,391,914 100.45.505.10 Personal Benefits Professional Training 54,256 30,552 48,700 48,700 53,000 100.45.505.15 Personal Benefits Dues & Memberships 4,666 4,360 5,900 5,900 7,100 100.45.505.20 Personal Benefits Clothing Allowance 102,590 93,757 67,400 67,400 66,400 100.45.505.25 Personal Benefits Uniform Maintenance 3,777 3,096 3,250 3,250 3,250 100.45.505.30 Personal Benefits Recruit Uniforms 3,950 4,023 4,250 4,250 4,250 100.45.505.60 Personal Benefits Pension Payment - Police 2,899,820 3,095,592 3,361,940 3,361,940 3,394,077 100.45.505.75 Personal Benefits Employer's Contribution - FICA 58,222 56,085 58,509 58,000 70,987 100.45.505.80 Personal Benefits Employer's Contribution - IMRF 96,465 114,661 106,643 106,000 88,380 100.45.505.85 Personal Benefits Employer's Contribution Medicare 111,497 112,653 112,824 112,824 123,823 100.45.510.04 Operating Expenses Travel 7,319 4,802 3,750 3,750 6,750 100.45.510.06 Operating Expenses Per Diem Allowance 1,429 956 2,025 2,025 2,025 100.45.510.14 Operating Expenses Subscriptions & Publications 790 958 1,000 1,000 1,000 100.45.510.16 Operating Expenses Printing 10,286 4,712 11,000 11,000 11,000 100.45.510.21 Operating Expenses IT Internal Svc Contribution 494,685 595,121 530,674 530,674 544,096 100.45.510.22 Operating Expenses Recruitment Charges 495 - 500 500 1,000 100.45.510.26 Operating Expenses Physical Fitness Equipment 4,671 648 5,000 5,000 5,000 100.45.510.30 Operating Expenses Safety Equipment - Patrol 18,711 5,718 19,750 6,150 20,750 100.45.510.32 Operating Expenses Safety Equipment - FOSG 190 - 500 500 500 100.45.510.33 Operating Expenses Operating Equip - Staff 3,936 3,396 4,000 4,000 4,000 100.45.510.34 Operating Expenses DUI Assessment Purchases 16,146 3,417 - - - 100.45.510.35 Operating Expenses Reimburseable Expenses 24,365 93,708 - - - 100.45.510.41 Operating Expenses Supplies - Patrol 2,284 8,083 12,775 12,775 12,775 100.45.510.42 Operating Expenses Supplies - FOSG 11,858 2,133 1,000 1,000 1,000 100.45.510.43 Operating Expenses Supplies - Communications 1,983 1,833 2,000 2,000 2,000 100.45.510.44 Operating Expenses Supplies - Records 8,264 7,851 7,500 7,500 7,500 100.45.510.45 Operating Expenses Supplies - OCOP 865 950 950 950 950 100.45.510.46 Operating Expenses Supplies - Training 15,843 2,689 12,000 250 12,000 100.45.510.47 Operating Expenses Supplies - Crime Prevention 7,310 3,793 6,750 6,750 7,000 100.45.510.48 Operating Expenses Supplies - Detention 608 166 950 950 950 100.45.510.55 Operating Expenses Operating Equip - Department 28,093 15,134 15,000 8,500 15,000 100.45.510.56 Operating Expenses Operating Equip - Patrol 1,626 1,608 1,500 - 1,500 100.45.510.57 Operating Expenses Operating Equip - FOSG 11,499 9,986 10,753 10,753 9,139 100.45.510.58 Operating Expenses Operating Equip - Communications 412 524 500 500 500 100.45.510.60 Operating Expenses Operating Equip - OCOP 641 900 900 900 900 Department Total: 40 - Fire Department: 45 - Police 335 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.45.510.61 Operating Expenses Operating Equip - Training 312 376 700 700 700 100.45.510.62 Operating Expenses Operating Equip - Detention - - 150 150 200 100.45.510.63 Operating Expenses Operating Equip - Bike Patrol 270 510 500 500 500 100.45.510.64 Operating Expenses Operating Equipment - Records 903 877 1,048 1,048 3,400 100.45.510.65 Operating Expenses Northwest Central Dispatch 378,925 281,920 294,218 318,370 272,371 100.45.510.66 Operating Expenses NIPAS 6,575 6,575 7,405 7,405 7,405 100.45.510.67 Operating Expenses Northern IL Police Crime Lab 61,755 62,461 65,570 - 65,570 100.45.510.68 Operating Expenses Animal Control 1,215 742 3,100 3,100 3,100 100.45.510.69 Operating Expenses Prisoner Care 262 902 1,250 1,250 1,250 100.45.515.05 Insurance Premium 245,784 258,572 320,326 320,326 407,633 100.45.515.10 Insurance Unemployment Insurance - (967) - - - 100.45.515.15 Insurance Deductible - Worker's Comp 68,868 35,855 66,842 66,842 66,842 100.45.515.20 Insurance Deductible - Non Wrker's Co 925 - - 2,200 - 100.45.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 210,564 278,154 355,355 355,355 349,669 100.45.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 632,604 543,200 387,601 387,601 413,776 100.45.545.05 Maintenance & Repairs - Vehicles Gasoline 99 - - - - 100.45.550.10 Maintenance & Repairs - Other Radios 3,173 2,536 3,000 3,000 3,000 100.45.550.15 Maintenance & Repairs - Other Mobile Data Terminals 318 - 500 500 500 100.45.550.20 Maintenance & Repairs - Other Patrol Equipment 3,386 536 2,750 2,750 7,750 100.45.550.25 Maintenance & Repairs - Other F.O.S.G. Equipment 533 152 650 650 650 100.45.550.30 Maintenance & Repairs - Other Staff Equipment 4,471 4,540 5,000 5,000 5,000 100.45.555.10 Capital Equipment Office and Other Equipment 17,423 46 - - - 100.45.555.30 Capital Equipment Capital Replacement - - 150,000 - 45,000 100.45.555.40 Capital Equipment Technology - - 10,000 - 10,000 100.45.555.50 Capital Equipment Buildings - - 58,915 - 58,915 100.45.580.05 All Other Expense All Other Expenses 37,644 15,775 14,650 14,650 14,650 100.45.580.10 All Other Expense Consultant Fees 100 - - - - 100.45.580.15 All Other Expense Committee on Accreditation 7,478 5,073 7,500 7,500 7,500 100.45.580.30 All Other Expense Overweight Truck Enforcement 3,571 5,189 3,550 3,550 3,550 100.45.580.55 All Other Expense Records Management 10,345 4,300 10,345 10,345 - 100.45.580.57 All Other Expense Police Grant Charges 9,968 925,312 10,000 10,000 10,000 15,152,560 16,184,881 15,588,442 15,223,541 16,336,708 100.50.500.05 Personal Services Salaries - Full Time 1,186,584 1,085,139 831,101 831,101 943,686 100.50.500.10 Personal Services Salaries - Part Time 26,928 49,578 91,715 72,700 12,000 100.50.500.31 Personal Services Payroll Reimbursement - 131 - - - 100.50.500.35 Personal Services Salaries - Overtime 3,142 892 2,000 1,000 2,000 100.50.500.40 Personal Services Salaries - Longevity 8,000 5,000 4,400 4,400 2,400 100.50.505.05 Personal Benefits Group & Medical Life 200,220 180,142 157,171 157,171 152,499 100.50.505.10 Personal Benefits Professional Training 3,147 2,940 2,500 - 2,500 100.50.505.15 Personal Benefits Dues & Memberships 1,517 1,126 1,500 1,000 1,500 100.50.505.35 Personal Benefits Safety Equipment - 1,143 - - - 100.50.505.75 Personal Benefits Employer's Contribution - FICA 73,177 65,020 61,926 91,926 59,546 100.50.505.80 Personal Benefits Employer's Contribution - IMRF 135,562 141,312 110,204 110,204 110,412 100.50.505.85 Personal Benefits Employer's Contribution Medicare 17,115 15,206 13,381 13,381 13,926 100.50.510.04 Operating Expenses Travel 70 - 1,000 - 3,000 100.50.510.06 Operating Expenses Per Diem Allowance 149 - - - 200 100.50.510.08 Operating Expenses Reception & Community Affairs 252 397 - - - 100.50.510.10 Operating Expenses Maintenance Contracts 51,410 52,181 53,000 53,000 54,000 100.50.510.14 Operating Expenses Subscriptions & Publications 105 1,019 700 700 700 100.50.510.16 Operating Expenses Printing 1,783 50 500 - 1,000 100.50.510.21 Operating Expenses IT Internal Svc Contribution 87,746 97,813 95,024 95,024 85,445 100.50.510.40 Operating Expenses Supplies - Office 2,560 2,079 2,000 2,000 2,000 100.50.515.05 Insurance Premium 34,090 35,827 1,503 1,503 1,913 100.50.515.15 Insurance Deductible - Worker's Comp 25 201 24 2,923 100 100.50.530.50 Commodities Small Equipment Tools & Hardware - - 500 - 500 100.50.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 90,434 102,470 139,212 139,212 136,985 100.50.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 74,200 66,322 46,619 46,619 49,767 100.50.550 Maintenance & Repairs - Other - - 1,000 - - Department: 50 - Community Development Department Total: 45 - Police 336 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.50.555.30 Capital Equipment Capital Replacement - - 4,000 - 4,000 100.50.555.40 Capital Equipment Technology - - 1,800 - 1,800 100.50.555.50 Capital Equipment Buildings - - 8,055 - 8,055 100.50.580.05 All Other Expense All Other Expenses 1,953 1,208 - - 1,000 100.50.580.10 All Other Expense Consultant Fees (8,279) - - 2,525 - 100.50.580.12 All Other Expense Contractual Inspections 17,557 16,723 230,000 115,000 219,000 2,009,449 1,923,919 1,860,835 1,741,389 1,869,934 100.55.05.500.35 Personal Services Salaries - Overtime 59 - - - - 100.55.05.505.75 Personal Benefits Employer's Contribution - FICA 4 - - - - 100.55.05.505.85 Personal Benefits Employer's Contribution Medicare 1 - - - - 63 - - - - 100.55.10.500.05 Personal Services Salaries - Full Time 385,443 553,074 548,648 472,643 578,867 100.55.10.500.10 Personal Services Salaries - Part Time 42,183 10,464 37,020 3,212 86,211 100.55.10.500.15 Personal Services Salaries - Seasonal - - - - 82,373 100.55.10.500.31 Personal Services Payroll Reimbursement - 75 - - - 100.55.10.500.35 Personal Services Salaries - Overtime 195,898 80,396 203,154 157,846 203,155 100.55.10.500.40 Personal Services Salaries - Longevity 5,343 5,485 5,200 5,200 3,600 100.55.10.505.05 Personal Benefits Group & Medical Life 129,323 131,985 130,911 107,497 131,023 100.55.10.505.10 Personal Benefits Professional Training 6,056 2,070 2,000 2,000 4,900 100.55.10.505.15 Personal Benefits Dues & Memberships 999 3,869 650 650 1,100 100.55.10.505.20 Personal Benefits Clothing Allowance 5,474 5,075 4,956 4,956 4,350 100.55.10.505.35 Personal Benefits Safety Equipment 1,926 5,965 880 880 880 100.55.10.505.75 Personal Benefits Employer's Contribution - FICA 49,033 39,096 36,316 36,316 55,720 100.55.10.505.80 Personal Benefits Employer's Contribution - IMRF 75,847 83,665 72,751 72,751 77,814 100.55.10.505.85 Personal Benefits Employer's Contribution Medicare 11,477 9,144 8,495 8,495 5,366 100.55.10.510 Operating Expenses 13 - - - - 100.55.10.510.04 Operating Expenses Travel - - - - 3,300 100.55.10.510.06 Operating Expenses Per Diem Allowance - - - - 1,250 100.55.10.510.10 Operating Expenses Maintenance Contracts 1,435 48,732 236,000 236,000 236,000 100.55.10.510.14 Operating Expenses Subscriptions & Publications 90 - 96 96 100 100.55.10.510.21 Operating Expenses IT Internal Svc Contribution 44,642 43,098 48,243 48,243 63,237 100.55.10.510.40 Operating Expenses Supplies - Office 608 218 390 390 390 100.55.10.510.50 Operating Expenses Supplies - All Other 3,795 3,124 6,700 6,700 6,700 100.55.10.510.55 Operating Expenses Operating Equip - Department 2,600 3,247 2,800 2,800 3,050 100.55.10.515.05 Insurance Premium 24,186 25,426 32,624 32,624 41,516 100.55.10.515.15 Insurance Deductible - Worker's Comp 1,478 73 1,435 1,435 1,435 100.55.10.515.20 Insurance Deductible - Non Wrker's Co 150 - - - - 100.55.10.530.40 Commodities Snow & Ice Control Mix 84,576 262,713 260,000 260,000 283,400 100.55.10.530.50 Commodities Small Equipment Tools & Hardware 386 175 500 500 500 100.55.10.530.55 Commodities Traffic & Street Signs 39,935 12,443 25,000 25,000 30,000 100.55.10.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 48,931 476,117 75,711 75,711 74,500 100.55.10.535.05 Maintenance & Repairs - Facilities Sidewalks, Curbs, & Bikeways 40,043 198,027 - - - 100.55.10.535.10 Maintenance & Repairs - Facilities Streets & Highways 75,605 150,271 295,390 408,282 321,975 100.55.10.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 430,021 384,027 274,384 274,384 292,913 Division: 05 - Building Services Division: 10 - Streets Department Total: 50 - Community Development Department: 55 - Public Works Division Total: 05 - Building Services 337 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.55.10.545.05 Maintenance & Repairs - Vehicles Gasoline (17,547) 9,017 - - - 100.55.10.545.10 Maintenance & Repairs - Vehicles Diesel Fuel (5,679) (3,719) - - - 100.55.10.545.15 Maintenance & Repairs - Vehicles Automotive Parts (10,102) 1,660 - - - 100.55.10.550 Maintenance & Repairs - Other 630 - - - - 100.55.10.550.05 Maintenance & Repairs - Other Department Equipment 9,718 4,456 9,200 9,200 9,200 100.55.10.550.10 Maintenance & Repairs - Other Radios 6 - 600 600 600 100.55.10.555.10 Capital Equipment Office and Other Equipment - - 600 600 600 100.55.10.555.20 Capital Equipment Automobiles & Trucks - 9,080 - - - 100.55.10.555.30 Capital Equipment Capital Replacement - - 72,998 - 72,998 100.55.10.555.40 Capital Equipment Technology - - 1,000 - 1,000 100.55.10.555.50 Capital Equipment Buildings - - 5,370 - 5,370 100.55.10.580.05 All Other Expense All Other Expenses 3,636 216 - - - 1,688,157 2,558,765 2,400,022 2,255,011 2,685,393 100.55.15.500.05 Personal Services Salaries - Full Time 813,868 804,233 826,321 725,000 950,748 100.55.15.500.31 Personal Services Payroll Reimbursement - 62 - - - 100.55.15.500.35 Personal Services Salaries - Overtime 52 112 100 3,157 3,100 100.55.15.500.40 Personal Services Salaries - Longevity 4,200 3,600 3,600 3,905 3,400 100.55.15.505.05 Personal Benefits Group & Medical Life 159,087 130,316 141,506 140,000 178,263 100.55.15.505.10 Personal Benefits Professional Training 30,478 7,445 5,450 4,500 11,900 100.55.15.505.15 Personal Benefits Dues & Memberships 4,224 4,320 7,228 2,700 10,050 100.55.15.505.20 Personal Benefits Clothing Allowance 2,858 5,295 3,200 4,956 3,200 100.55.15.505.35 Personal Benefits Safety Equipment - 452 100 - 100 100.55.15.505.75 Personal Benefits Employer's Contribution - FICA 45,487 45,210 48,724 44,000 57,090 100.55.15.505.80 Personal Benefits Employer's Contribution - IMRF 92,521 110,098 109,570 98,000 111,238 100.55.15.505.85 Personal Benefits Employer's Contribution Medicare 11,431 11,428 11,982 10,300 13,926 100.55.15.510.02 Operating Expenses Telephone 1,147 - - - - 100.55.15.510.04 Operating Expenses Travel 3,582 55 3,400 - 6,850 100.55.15.510.06 Operating Expenses Per Diem Allowance 2,019 68 500 - 1,850 100.55.15.510.10 Operating Expenses Maintenance Contracts - 17,617 - - - 100.55.15.510.14 Operating Expenses Subscriptions & Publications - 325 - 100 500 100.55.15.510.21 Operating Expenses IT Internal Svc Contribution 38,782 50,404 42,395 42,395 81,036 100.55.15.510.40 Operating Expenses Supplies - Office 1,838 1,257 1,500 400 1,500 100.55.15.510.50 Operating Expenses Supplies - All Other 798 447 600 - 600 100.55.15.515.05 Insurance Premium 25,260 26,581 7,493 7,493 9,535 100.55.15.515.10 Insurance Unemployment Insurance - - - - 1,475 100.55.15.515.15 Insurance Deductible - Worker's Comp - 1,233 - - 1,600 100.55.15.515.20 Insurance Deductible - Non Wrker's Co - - - - 1,075 100.55.15.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 20,339 14,258 31,750 31,750 31,242 100.55.15.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 2,926 2,568 1,332 1,332 1,422 100.55.15.550.05 Maintenance & Repairs - Other Department Equipment - 95 200 - 200 100.55.15.555.10 Capital Equipment Office and Other Equipment 460 - 3,800 - 3,800 100.55.15.555.40 Capital Equipment Technology - - 1,000 - 1,000 100.55.15.555.50 Capital Equipment Buildings - - 3,580 - 3,580 100.55.15.580.05 All Other Expense All Other Expenses 2,446 2,237 - - - Division: 15 - Administration Division Total: 10 - Streets 338 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 1,263,803 1,239,715 1,255,331 1,119,988 1,490,280 100.55.20.500.05 Personal Services Salaries - Full Time 717,540 785,081 598,502 598,502 644,852 100.55.20.500.10 Personal Services Salaries - Part Time 61,117 83,058 93,534 93,534 - 100.55.20.500.15 Personal Services Salaries - Seasonal - - - - 138,120 100.55.20.500.31 Personal Services Payroll Reimbursement - 102 - - - 100.55.20.500.35 Personal Services Salaries - Overtime 42,128 24,078 55,000 48,448 55,000 100.55.20.500.40 Personal Services Salaries - Longevity 7,400 5,400 5,400 - 4,600 100.55.20.505.05 Personal Benefits Group & Medical Life 201,521 202,074 157,647 157,647 167,075 100.55.20.505.10 Personal Benefits Professional Training 14,979 3,390 2,000 2,000 7,500 100.55.20.505.15 Personal Benefits Dues & Memberships 2,485 2,328 1,900 1,900 3,800 100.55.20.505.20 Personal Benefits Clothing Allowance 7,200 6,128 6,400 6,400 5,075 100.55.20.505.35 Personal Benefits Safety Equipment 2,705 1,616 2,125 2,125 2,285 100.55.20.505.75 Personal Benefits Employer's Contribution - FICA 49,848 51,465 42,907 42,907 52,555 100.55.20.505.80 Personal Benefits Employer's Contribution - IMRF 97,031 106,052 79,361 79,361 75,448 100.55.20.505.85 Personal Benefits Employer's Contribution Medicare 11,658 12,036 10,028 10,028 12,291 100.55.20.510.04 Operating Expenses Travel 2,236 - 500 500 3,975 100.55.20.510.06 Operating Expenses Per Diem Allowance 82 - 500 500 1,250 100.55.20.510.10 Operating Expenses Maintenance Contracts 307,538 267,192 495,000 490,000 540,000 100.55.20.510.12 Operating Expenses Equipment Rental - - 250 - 250 100.55.20.510.14 Operating Expenses Subscriptions & Publications - - - - 100 100.55.20.510.21 Operating Expenses IT Internal Svc Contribution 55,068 78,139 59,938 59,938 75,170 100.55.20.510.40 Operating Expenses Supplies - Office 343 180 280 1,294 280 100.55.20.510.50 Operating Expenses Supplies - All Other 20,241 17,886 21,000 21,602 22,575 100.55.20.510.55 Operating Expenses Operating Equip - Department 14,060 2,192 8,300 8,300 9,000 100.55.20.515.05 Insurance Premium 37,303 39,217 21,695 21,695 27,608 100.55.20.515.10 Insurance Unemployment Insurance - (3,153) - - - 100.55.20.515.15 Insurance Deductible - Worker's Comp 2,333 945 2,265 2,265 2,265 100.55.20.515.20 Insurance Deductible - Non Wrker's Co 398 - - - - 100.55.20.530.45 Commodities Chemicals and Fertilizers 3,814 324 3,000 3,000 3,000 100.55.20.530.50 Commodities Small Equipment Tools & Hardware 599 790 750 750 750 100.55.20.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 43,487 100,382 67,163 67,163 66,088 100.55.20.535.30 Maintenance & Repairs - Facilities Parkway Trees 85,271 (19,188) 76,000 76,000 155,000 100.55.20.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 273,094 243,896 174,487 174,487 186,270 100.55.20.550.05 Maintenance & Repairs - Other Department Equipment - 95 650 650 650 100.55.20.550.10 Maintenance & Repairs - Other Radios - - 250 250 250 100.55.20.555.30 Capital Equipment Capital Replacement - - 60,000 - - 100.55.20.555.40 Capital Equipment Technology - - 1,000 - 1,000 100.55.20.555.50 Capital Equipment Buildings - - 9,845 - 9,845 100.55.20.580.05 All Other Expense All Other Expenses 2,519 216 - - - 2,063,997 2,011,923 2,057,677 1,971,246 2,273,927 100.55.25.500.05 Personal Services Salaries - Full Time 136,601 169,854 175,263 165,328 177,912 100.55.25.500.35 Personal Services Salaries - Overtime 5,501 3,319 7,000 9,666 9,000 100.55.25.500.40 Personal Services Salaries - Longevity 536 572 700 1,000 - Division: 20 - Forestry Division: 25 - Drainage Division Total: 15 - Administration Division Total: 20 - Forestry 339 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.55.25.505.05 Personal Benefits Group & Medical Life 28,152 33,721 32,088 28,603 39,453 100.55.25.505.10 Personal Benefits Professional Training 125 - 500 350 2,100 100.55.25.505.15 Personal Benefits Dues & Memberships 3,722 105 4,300 15,813 700 100.55.25.505.20 Personal Benefits Clothing Allowance 2,522 2,282 1,600 3,540 1,700 100.55.25.505.35 Personal Benefits Safety Equipment 913 601 1,500 1,340 1,500 100.55.25.505.75 Personal Benefits Employer's Contribution - FICA 8,699 10,575 10,866 10,756 11,694 100.55.25.505.80 Personal Benefits Employer's Contribution - IMRF 16,974 24,452 23,240 24,179 20,816 100.55.25.505.85 Personal Benefits Employer's Contribution Medicare 2,034 2,473 2,541 2,515 2,735 100.55.25.510.04 Operating Expenses Travel - - - - 950 100.55.25.510.06 Operating Expenses Per Diem Allowance - - - - 400 100.55.25.510.10 Operating Expenses Maintenance Contracts - 2,550 - - - 100.55.25.510.12 Operating Expenses Equipment Rental 4,635 - 300 200 1,200 100.55.25.510.14 Operating Expenses Subscriptions & Publications - - 500 225 100 100.55.25.510.21 Operating Expenses IT Internal Svc Contribution 13,419 14,802 14,619 14,619 22,275 100.55.25.510.40 Operating Expenses Supplies - Office 514 - 500 375 500 100.55.25.510.50 Operating Expenses Supplies - All Other 504 959 500 475 540 100.55.25.510.55 Operating Expenses Operating Equip - Department 17 - 2,500 1,900 2,500 100.55.25.515.05 Insurance Premium 9,195 9,708 9,487 9,487 12,073 100.55.25.515.10 Insurance Unemployment Insurance 12,207 - 10,341 10,341 10,341 100.55.25.515.15 Insurance Deductible - Worker's Comp - 614 - - - 100.55.25.530.50 Commodities Small Equipment Tools & Hardware 821 1,276 1,250 1,250 1,300 100.55.25.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 15,723 57,416 24,423 24,423 24,032 100.55.25.540.35 Maintenance & Repairs - Water & Sewer Storm and Sanitary Sewers 10,116 2,662 10,000 12,690 12,000 100.55.25.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 65,698 58,620 41,291 41,291 44,079 100.55.25.550.05 Maintenance & Repairs - Other Department Equipment 2,557 818 3,000 2,800 3,100 100.55.25.550.30 Maintenance & Repairs - Other Staff Equipment 795 - 650 700 700 100.55.25.555.30 Capital Equipment Capital Replacement - - 18,301 - 18,301 100.55.25.555.40 Capital Equipment Technology - - 750 - 750 100.55.25.555.50 Capital Equipment Buildings - - 1,800 - 1,800 100.55.25.555.60 Capital Equipment Infrastructure - - 200,000 200,000 - 100.55.25.560.40 Capital Projects Improvements Other Than Building 220,407 222,871 70,000 709,246 20,000 100.55.25.580.05 All Other Expense All Other Expenses - 216 - - - 562,389 620,467 669,810 1,293,112 444,551 100.55.30.500.35 Personal Services Salaries - Overtime - 19 - - - 100.55.30.505.75 Personal Benefits Employer's Contribution - FICA - 1 - - - - 20 - - - 5,578,409 6,430,889 6,382,840 6,639,357 6,894,151 100.60.500.05 Personal Services Salaries - Full Time 459,974 472,027 465,929 465,929 476,864 100.60.500.10 Personal Services Salaries - Part Time - - 12,000 - 12,000 100.60.500.31 Personal Services Payroll Reimbursement - 44 - - - 100.60.500.35 Personal Services Salaries - Overtime - 2,652 600 400 600 100.60.500.40 Personal Services Salaries - Longevity 2,000 1,000 1,400 1,200 1,200 100.60.505.05 Personal Benefits Group & Medical Life 71,439 75,622 61,467 61,467 78,197 100.60.505.10 Personal Benefits Professional Training 5,905 888 3,000 10,000 4,000 100.60.505.15 Personal Benefits Dues & Memberships 1,403 957 1,500 800 1,500 100.60.505.20 Personal Benefits Clothing Allowance 1,553 2,155 1,700 2,686 4,200 Division Total: 25 - Drainage Division Total: 30 - Central Garage Department Total: 55 - Public Works Division: 30 - Central Garage Department: 60 - Engineering 340 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 100.60.505.35 Personal Benefits Safety Equipment - - 300 200 300 100.60.505.40 Personal Benefits Tuition Reimbursement - - - 1,062 6,000 100.60.505.75 Personal Benefits Employer's Contribution - FICA 26,600 27,602 28,888 28,888 29,291 100.60.505.80 Personal Benefits Employer's Contribution - IMRF 52,385 64,371 61,782 61,782 55,793 100.60.505.85 Personal Benefits Employer's Contribution Medicare 6,434 6,646 6,756 6,756 7,180 100.60.510 Operating Expenses - - - 14,000 - 100.60.510.04 Operating Expenses Travel 4,680 - 1,500 1,500 2,150 100.60.510.06 Operating Expenses Per Diem Allowance 823 - 500 300 650 100.60.510.14 Operating Expenses Subscriptions & Publications 163 218 250 200 350 100.60.510.16 Operating Expenses Printing 800 3,221 600 500 600 100.60.510.21 Operating Expenses IT Internal Svc Contribution 37,345 54,341 39,472 39,472 44,094 100.60.510.40 Operating Expenses Supplies - Office 684 1,777 1,700 1,700 1,700 100.60.510.50 Operating Expenses Supplies - All Other 1,710 1,400 2,100 2,000 2,100 100.60.510.55 Operating Expenses Operating Equip - Department 407 274 - - - 100.60.515.05 Insurance Premium 13,978 14,716 13,152 13,152 16,737 100.60.515.15 Insurance Deductible - Worker's Comp - 239 - - - 100.60.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 13,552 14,258 20,760 20,760 20,428 100.60.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 22,682 20,325 14,652 14,652 15,641 100.60.550.05 Maintenance & Repairs - Other Department Equipment - - 3,200 200 500 100.60.550.10 Maintenance & Repairs - Other Radios - - 300 - 300 100.60.555.30 Capital Equipment Capital Replacement - - 3,800 - 1,000 100.60.555.40 Capital Equipment Technology - - 3,000 - 1,000 100.60.555.50 Capital Equipment Buildings - - 4,475 - 4,500 100.60.580.05 All Other Expense All Other Expenses 39 633 - - - 100.60.580.10 All Other Expense Consultant Fees 8,876 - - - - 733,433 765,365 754,783 749,606 788,875 100.65.510.10 Operating Expenses Maintenance Contracts 199 - - - - 199 - - - - 100.67.580.07 All Other Expense Sales Tax Rebates/Incentives - - 2,394,547 2,600,000 2,540,000 - - 2,394,547 2,600,000 2,540,000 100.70.40.570.01 Operating Transfers From Assigned Reserves-Veh/Equip - - 1,969,850 1,969,850 2,205,000 100.70.40.570.02 Operating Transfers Fr Assigned Reserves-Facilities - - 159,000 159,000 1,036,200 100.70.40.570.20 Operating Transfers Debt Service Fund - 118,600 402,511 402,511 397,603 100.70.40.570.25 Operating Transfers Retiree Health Savings Fund - 2,100,000 - - - 100.70.40.570.30 Operating Transfers Capital Projects Fund 476,398 2,888,315 - - - 100.70.40.570.45 Operating Transfers TIF Fund - 72,959 - 14,512 - 100.70.40.570.60 Operating Transfers Arboretum Golf Course Fund 292,452 - 129,794 129,794 - 100.70.40.570.70 Operating Transfers Buffalo Grove Golf Course Fund 158,960 - - - - 100.70.40.570.85 Operating Transfers Metra Parking Lot Fund - 130,000 125,000 150,000 172,000 100.70.40.580.05 All Other Expense All Other Expenses 67,217 51,101 400,000 40,000 200,000 995,027 5,360,974 3,186,155 2,865,667 4,010,803 100.70.50.570.30 Operating Transfers Capital Projects Fund 3,231,898 - 1,780,000 1,780,000 1,380,000 3,231,898 - 1,780,000 1,780,000 1,380,000 4,226,924 5,360,974 4,966,155 4,645,667 5,390,803 43,801,730 47,045,673 49,176,622 48,622,186 52,136,718 43,801,730 47,045,673 49,176,622 48,622,186 52,136,718 120.81.510.10 Operating Expenses Maintenance Contracts 9,401 6,607 9,000 9,000 9,000 Department: 65 - Emergency Management Agency Department: 67 - Non-Departmental Division: 40 - General Government Division: 50 - Public Works EXPENSES Total Department: 81 - Metra Parking Fund: 120 - Metra Parking Lot Fund EXPENSES Division Total: 40 - General Government Division Total: 50 - Public Works Department Total: 70 - Transfer Non-Operating Fund EXPENSE Total: 100 - General Fund Department Total: 65 - Emergency Management Agency Department Total: 67 - Non-Departmental Department: 70 - Transfer Non-Operating Department Total: 60 - Engineering 341 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 120.81.510.50 Operating Expenses Supplies - All Other 5,106 - - - 750 120.81.510.83 Operating Expenses Credit Card Fees 22,042 6,202 6,000 6,000 4,000 120.81.510.92 Operating Expenses Lease Payments 132,865 135,522 136,193 136,193 138,917 120.81.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 42,311 29,953 45,724 45,724 44,992 120.81.535.25 Maintenance & Repairs - Facilities Parking Lots 20,087 - - 2,600 2,500 120.81.570.10 Operating Transfers Corporate Fund 12,000 - - - - 243,811 178,284 196,917 199,517 200,159 243,811 178,284 196,917 199,517 200,159 243,811 178,284 196,917 199,517 200,159 125.50.580.10 All Other Expense Consultant Fees - 72,959 - 14,512 - - 72,959 - 14,512 - - 72,959 - 14,512 - - 72,959 - 14,512 - 130.75.530.40 Commodities Snow & Ice Control Mix 181,464 - - - - 130.75.535.05 Maintenance & Repairs - Facilities Sidewalks, Curbs, & Bikeways 186,798 - - - - 130.75.535.10 Maintenance & Repairs - Facilities Streets & Highways 588,260 - - - - 130.75.535.15 Maintenance & Repairs - Facilities Street Lights 293,456 - - - - 130.75.570.10 Operating Transfers Corporate Fund - 988,315 800,000 800,000 - 130.75.570.15 Operating Transfers Capital Projects Streets - - 553,139 1,404,256 1,711,600 130.75.570.20 Operating Transfers Debt Service Fund - - 800,000 800,000 800,000 1,249,978 988,315 2,153,139 3,004,256 2,511,600 1,249,978 988,315 2,153,139 3,004,256 2,511,600 1,249,978 988,315 2,153,139 3,004,256 2,511,600 135.75.570.20 Operating Transfers Debt Service Fund - - 481,950 441,950 441,950 135.75.570.30 Operating Transfers Capital Projects Fund - 200,000 - - - - 200,000 481,950 441,950 441,950 - 200,000 481,950 441,950 441,950 - 200,000 481,950 441,950 441,950 140.85.565.10 Debt Service Principal 1,210,000 1,299,030 2,550,445 2,550,445 2,570,990 140.85.565.20 Debt Service Interest 304,913 857,079 1,198,614 1,198,614 1,100,782 140.85.565.30 Debt Service Paying Agent Fees 1,477,910 1,939 5,000 5,000 5,000 140.85.565.40 Debt Service Bond Issue Costs - 337,026 - - - 140.85.570.10 Operating Transfers Corporate Fund - 240,000 - - - 140.85.570.15 Operating Transfers Capital Projects Streets - 5,783,647 5,301,487 3,748,009 2,346,270 140.85.570.40 Operating Transfers Water & Sewer Fund - 3,553,408 6,089,461 4,877,184 4,285,252 2,992,822 12,072,129 15,145,007 12,379,252 10,308,294 2,992,822 12,072,129 15,145,007 12,379,252 10,308,294 2,992,822 12,072,129 15,145,007 12,379,252 10,308,294 150.75.560.30 Capital Projects Buildings & Structures 769,584 511,270 159,000 159,000 976,200 150.75.560.40 Capital Projects Improvements Other Than Building - - - - 60,000 Fund: 150 - Capital Projects Facilities Fund EXPENSES Department: 75 - Capital Improvement Fund: 140 - Debt Service Fund EXPENSES Department Total: 85 - Debt Fund EXPENSE Total: 140 - Debt Service Fund Department: 85 - Debt EXPENSES Total Fund: 135 - Local Motor Fuel Tax Fund EXPENSES Department Total: 75 - Capital Improvement Fund EXPENSE Total: 135 - Local Motor Fuel Tax Fund Department: 75 - Capital Improvement EXPENSES Total Fund: 130 - Motor Fuel Tax Fund EXPENSES Department Total: 75 - Capital Improvement Fund EXPENSE Total: 130 - Motor Fuel Tax Fund Department: 75 - Capital Improvement EXPENSES Total Fund: 125 - Lake Cook Rd TIF Fund EXPENSES Department Total: 50 - Community Development Fund EXPENSE Total: 125 - Lake Cook Rd TIF Fund Department: 50 - Community Development EXPENSES Total Department Total: 81 - Metra Parking Fund EXPENSE Total: 120 - Metra Parking Lot Fund EXPENSES Total 342 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 769,584 511,270 159,000 159,000 1,036,200 769,584 511,270 159,000 159,000 1,036,200 769,584 511,270 159,000 159,000 1,036,200 155.75.555.20 Capital Equipment Automobiles & Trucks - 1,307,998 1,319,850 1,319,850 1,775,000 155.75.560.50 Capital Projects Technology - 15,895 650,000 650,000 430,000 155.75.580.05 All Other Expense All Other Expenses - 8,362 - - - - 1,332,255 1,969,850 1,969,850 2,205,000 - 1,332,255 1,969,850 1,969,850 2,205,000 - 1,332,255 1,969,850 1,969,850 2,205,000 160.75.560.20 Capital Projects Streets & Highways 2,699,384 7,501,188 7,634,626 6,932,286 5,437,870 160.75.580.05 All Other Expense All Other Expenses - 3,879 - - - 2,699,384 7,505,067 7,634,626 6,932,286 5,437,870 2,699,384 7,505,067 7,634,626 6,932,286 5,437,870 2,699,384 7,505,067 7,634,626 6,932,286 5,437,870 170.55.35.500.05 Personal Services Salaries - Full Time 582,682 569,365 599,116 605,400 640,898 170.55.35.500.31 Personal Services Payroll Reimbursement - 45 - - - 170.55.35.500.35 Personal Services Salaries - Overtime 96,443 85,127 100,000 77,710 100,000 170.55.35.500.40 Personal Services Salaries - Longevity 3,200 2,800 2,800 2,800 2,800 170.55.35.505.05 Personal Benefits Group & Medical Life 92,009 97,097 99,449 99,449 103,750 170.55.35.505.10 Personal Benefits Professional Training 6,577 663 5,000 1,000 6,100 170.55.35.505.15 Personal Benefits Dues & Memberships 1,736 1,082 1,000 959 1,000 170.55.35.505.20 Personal Benefits Clothing Allowance 5,442 6,918 6,000 5,800 5,800 170.55.35.505.35 Personal Benefits Safety Equipment 9,460 6,070 5,000 4,000 5,000 170.55.35.505.75 Personal Benefits Employer's Contribution - FICA 41,595 40,075 37,145 37,145 46,469 170.55.35.505.80 Personal Benefits Employer's Contribution - IMRF 76,999 88,489 79,443 79,443 74,986 170.55.35.505.85 Personal Benefits Employer's Contribution Medicare 9,728 9,372 8,687 8,687 10,868 170.55.35.510.04 Operating Expenses Travel - - 500 - 3,150 170.55.35.510.06 Operating Expenses Per Diem Allowance - - 500 - 1,300 170.55.35.510.10 Operating Expenses Maintenance Contracts 37,101 48,031 45,500 79,621 45,500 170.55.35.510.12 Operating Expenses Equipment Rental 4,635 - 500 - 500 170.55.35.510.14 Operating Expenses Subscriptions & Publications 276 - - - 400 170.55.35.510.16 Operating Expenses Printing 6,094 6,125 6,500 4,000 6,500 170.55.35.510.21 Operating Expenses IT Internal Svc Contribution 150,273 62,981 48,704 175,600 185,794 170.55.35.510.40 Operating Expenses Supplies - Office 405 509 600 600 600 170.55.35.510.50 Operating Expenses Supplies - All Other 1,758 3,352 2,500 2,500 2,500 170.55.35.510.55 Operating Expenses Operating Equip - Department 5,113 4,288 5,000 5,000 5,000 170.55.35.510.83 Operating Expenses Credit Card Fees 11,007 11,173 9,600 9,600 9,600 170.55.35.510.84 Operating Expenses Bank Fees 79 - - - - Fund: 170 - Water & Sewer Fund EXPENSES Department: 55 - Public Works Division: 35 - Water Fund: 160 - Capital Projects Streets Fund EXPENSES Department Total: 75 - Capital Improvement Fund EXPENSE Total: 160 - Capital Projects Streets Fund Department: 75 - Capital Improvement EXPENSES Total Fund: 155 - Capital Projects Vehicles/Equip EXPENSES Department Total: 75 - Capital Improvement Fund EXPENSE Total: 155 - Capital Projects Vehicles/Equip Department: 75 - Capital Improvement EXPENSES Total Department Total: 75 - Capital Improvement Fund EXPENSE Total: 150 - Capital Projects Facilities Fund EXPENSES Total 343 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 170.55.35.510.90 Operating Expenses Northwest Water Commission 1,722,150 1,756,594 1,725,000 1,725,000 1,725,000 170.55.35.515.05 Insurance Premium 14,976 15,718 52,518 52,518 66,832 170.55.35.515.10 Insurance Unemployment Insurance (2,195) - - - - 170.55.35.515.15 Insurance Deductible - Worker's Comp 5,244 3,035 5,090 5,090 5,090 170.55.35.530.15 Commodities Electricity - Water & Sewer 199,067 209,118 200,000 200,000 200,000 170.55.35.530.20 Commodities Gas - Facilities 2,134 2,118 2,000 2,273 2,000 170.55.35.530.45 Commodities Chemicals and Fertilizers 3,188 3,381 5,200 3,840 5,200 170.55.35.530.50 Commodities Small Equipment Tools & Hardware 1,254 1,069 1,700 1,700 1,700 170.55.35.530.60 Commodities Water Sample Analysis 15,235 24,095 25,000 13,825 25,000 170.55.35.530.65 Commodities Water Meter Purchases 12,215 15,801 15,000 30,324 15,000 170.55.35.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 147,024 151,319 158,890 158,890 156,348 170.55.35.535.05 Maintenance & Repairs - Facilities Sidewalks, Curbs, & Bikeways - - 40,000 40,000 40,000 170.55.35.540.05 Maintenance & Repairs - Water & Sewer Well Equipment 5,265 7,248 10,000 8,000 10,000 170.55.35.540.10 Maintenance & Repairs - Water & Sewer Pumping Stations 6,275 15,022 14,000 14,000 394,000 170.55.35.540.15 Maintenance & Repairs - Water & Sewer Watermains & Services 21,603 41,313 20,000 28,300 20,000 170.55.35.540.20 Maintenance & Repairs - Water & Sewer Reservoirs 16 - 2,000 1,000 2,000 170.55.35.540.25 Maintenance & Repairs - Water & Sewer Water Meters 9,180 7,980 8,000 8,000 8,000 170.55.35.540.30 Maintenance & Repairs - Water & Sewer Hydrants & Valves 23,339 21,289 21,000 20,000 21,000 170.55.35.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 225,065 200,893 142,613 142,613 152,244 170.55.35.550.05 Maintenance & Repairs - Other Department Equipment 4,987 4,032 16,000 14,000 16,000 170.55.35.555 Capital Equipment - - 25,000 25,000 - 170.55.35.555.30 Capital Equipment Capital Replacement - - 54,000 - - 170.55.35.555.40 Capital Equipment Technology - - 1,500 - - 170.55.35.555.50 Capital Equipment Buildings - - 6,200 - - 170.55.35.560.60 Capital Projects Water System 200,494 0 4,424,077 4,424,007 7,741,445 170.55.35.565.10 Debt Service Principal - - 456,502 456,502 510,746 170.55.35.565.20 Debt Service Interest 153,805 144,957 134,968 134,968 123,756 170.55.35.570.10 Operating Transfers Corporate Fund 777,600 780,000 980,000 980,000 999,600 170.55.35.570.20 Operating Transfers Debt Service Fund 180,000 769,050 1,461,950 1,461,950 1,421,950 170.55.35.580.05 All Other Expense All Other Expenses 16,341 (3,769) 78,750 - 78,750 170.55.35.800 Depreciation 1,611,101 1,574,640 - - - 6,497,977 6,788,465 11,150,502 11,151,114 15,000,176 170.55.36.500.05 Personal Services Salaries - Full Time 269,479 286,718 292,213 584,425 315,774 170.55.36.500.31 Personal Services Payroll Reimbursement - 84 - - - 170.55.36.500.35 Personal Services Salaries - Overtime 32,651 16,438 24,000 21,000 26,000 170.55.36.500.40 Personal Services Salaries - Longevity 1,736 1,772 2,200 2,200 2,600 170.55.36.505.05 Personal Benefits Group & Medical Life 91,488 93,811 94,423 188,845 96,477 170.55.36.505.10 Personal Benefits Professional Training 2,008 854 1,000 500 2,500 170.55.36.505.15 Personal Benefits Dues & Memberships 459 435 500 2,608 1,550 170.55.36.505.20 Personal Benefits Clothing Allowance 2,617 2,816 3,000 4,956 3,500 170.55.36.505.35 Personal Benefits Safety Equipment 1,737 2,729 5,000 3,900 6,000 170.55.36.505.75 Personal Benefits Employer's Contribution - FICA 17,209 17,451 18,117 17,696 21,569 170.55.36.505.80 Personal Benefits Employer's Contribution - IMRF 35,374 42,037 38,747 41,589 36,946 170.55.36.505.85 Personal Benefits Employer's Contribution Medicare 4,025 4,081 4,237 4,139 5,045 Division Total: 35 - Water Division: 36 - Sewer 344 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 170.55.36.510.04 Operating Expenses Travel 30 - - - - 170.55.36.510.10 Operating Expenses Maintenance Contracts 29,006 42,098 47,125 62,189 55,280 170.55.36.510.12 Operating Expenses Equipment Rental 4,636 - 250 200 300 170.55.36.510.21 Operating Expenses IT Internal Svc Contribution 25,663 27,991 27,635 27,635 46,825 170.55.36.510.40 Operating Expenses Supplies - Office 88 197 500 238 500 170.55.36.510.50 Operating Expenses Supplies - All Other 4,275 6,492 4,500 4,300 4,500 170.55.36.510.55 Operating Expenses Operating Equip - Department 7,942 1,069 6,500 5,800 6,500 170.55.36.515.05 Insurance Premium 17,116 18,029 35,496 35,496 45,171 170.55.36.530.15 Commodities Electricity - Water & Sewer 46,185 44,726 40,000 25,309 40,000 170.55.36.530.50 Commodities Small Equipment Tools & Hardware 1,690 1,530 1,500 1,500 1,700 170.55.36.530.70 Commodities Lake County Tap-On Fees 128,892 308,781 100,000 370,159 100,000 170.55.36.530.75 Commodities Lake County Sanitary Sewer Fees 3,107,411 3,153,346 3,554,700 3,554,700 3,696,900 170.55.36.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 123,748 41,993 133,725 133,725 131,585 170.55.36.535.05 Maintenance & Repairs - Facilities Sidewalks, Curbs, & Bikeways 1,209 - 10,000 10,000 10,000 170.55.36.540.35 Maintenance & Repairs - Water & Sewer Storm and Sanitary Sewers 1,532 5,709 6,200 5,400 6,200 170.55.36.540.40 Maintenance & Repairs - Water & Sewer Lift Stations 19,474 15,895 15,000 12,000 24,000 170.55.36.545.01 Maintenance & Repairs - Vehicles Central Garage Internal Svc 80,566 71,885 51,155 51,155 54,609 170.55.36.550.05 Maintenance & Repairs - Other Department Equipment 3,928 703 6,600 5,900 6,600 170.55.36.555.30 Capital Equipment Capital Replacement - - 26,044 - - 170.55.36.555.40 Capital Equipment Technology - - 1,400 - - 170.55.36.555.50 Capital Equipment Buildings - - 3,500 - - 170.55.36.560.70 Capital Projects Sewer System 29,361 858,468 2,949,384 686,627 5,160,963 170.55.36.580.05 All Other Expense All Other Expenses (141) 57 78,750 78,750 78,750 4,091,393 5,068,194 7,583,401 5,942,941 9,988,344 10,589,371 11,856,659 18,733,903 17,094,055 24,988,520 10,589,371 11,856,659 18,733,903 17,094,055 24,988,520 10,589,371 11,856,659 18,733,903 17,094,055 24,988,520 180.84.500.05 Personal Services Salaries - Full Time 147,428 154,347 156,559 156,559 164,846 180.84.500.10 Personal Services Salaries - Part Time 51,345 40,029 55,067 55,067 56,172 180.84.500.15 Personal Services Salaries - Seasonal 75,361 86,381 83,640 83,640 85,727 180.84.500.31 Personal Services Payroll Reimbursement - 13 - - - 180.84.500.40 Personal Services Salaries - Longevity 1,400 1,500 1,500 1,500 1,000 180.84.505.05 Personal Benefits Group & Medical Life 27,453 24,364 27,828 27,828 16,841 180.84.505.15 Personal Benefits Dues & Memberships 1,512 1,362 1,550 1,550 - 180.84.505.75 Personal Benefits Employer's Contribution - FICA 16,726 17,177 18,306 18,306 19,080 180.84.505.80 Personal Benefits Employer's Contribution - IMRF 22,487 26,755 20,760 20,760 25,860 180.84.505.85 Personal Benefits Employer's Contribution Medicare 3,912 4,017 4,281 4,281 4,463 180.84.510.10 Operating Expenses Maintenance Contracts 397,373 402,198 413,234 413,234 417,116 180.84.510.16 Operating Expenses Printing 1,061 1,306 800 800 800 180.84.510.20 Operating Expenses Computer Services - 12,250 - - - 180.84.510.21 Operating Expenses IT Internal Svc Contribution 18,451 19,520 19,856 19,856 19,771 180.84.510.40 Operating Expenses Supplies - Office 1,308 477 2,500 2,500 2,500 180.84.510.49 Operating Expenses Supplies - Golf Course 4,078 4,072 6,000 6,000 6,000 180.84.510.70 Operating Expenses Merchandise Purchases 53,526 32,902 45,000 45,000 45,000 180.84.510.73 Operating Expenses Golf Cart Rental 38,323 39,389 34,000 34,000 40,000 180.84.510.76 Operating Expenses Driving Range 3,296 3,114 3,000 3,000 3,000 180.84.510.79 Operating Expenses Advertising & Promotions 1,595 1,969 5,000 5,000 5,000 180.84.510.83 Operating Expenses Credit Card Fees 36,484 57,001 35,000 35,000 50,000 180.84.510.85 Operating Expenses State Sales Tax 5,601 4,892 6,700 6,700 6,700 Department: 84 - Golf Division Total: 36 - Sewer Department Total: 55 - Public Works Fund EXPENSE Total: 170 - Water & Sewer Fund Fund: 180 - Buffalo Grove Golf Fund EXPENSES EXPENSES Total 345 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 180.84.515.05 Insurance Premium 5,134 5,393 - - 14,659 180.84.515.10 Insurance Unemployment Insurance 13,343 - 14,659 14,659 2,946 180.84.515.15 Insurance Deductible - Worker's Comp 3,035 - 2,946 2,946 - 180.84.530.05 Commodities Electricity - Facilities 10,857 - - - - 180.84.530.20 Commodities Gas - Facilities 2,766 - - - - 180.84.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 108,422 108,596 117,168 117,168 115,293 180.84.535.20 Maintenance & Repairs - Facilities Buildings & Facilities 649 227 - - - 180.84.535.35 Maintenance & Repairs - Facilities Golf Course 5,295 6,898 5,000 5,000 5,000 180.84.535.40 Maintenance & Repairs - Facilities Irrigation System 1,687 5,500 14,000 22,153 14,000 180.84.545.05 Maintenance & Repairs - Vehicles Gasoline 4,922 5,284 7,000 7,000 7,000 180.84.560.80 Capital Projects Golf Course 3,278 - 5,000 5,000 100,000 180.84.570.10 Operating Transfers Corporate Fund 70,600 - - - - 180.84.580.05 All Other Expense All Other Expenses 25,190 20,326 - - - 180.84.800 Depreciation 86,449 72,716 - - - 1,250,344 1,159,976 1,106,354 1,114,507 1,228,774 1,250,344 1,159,976 1,106,354 1,114,507 1,228,774 1,250,344 1,159,976 1,106,354 1,114,507 1,228,774 190.84.500.05 Personal Services Salaries - Full Time 55,854 59,069 59,895 59,895 64,821 190.84.500.10 Personal Services Salaries - Part Time 26,333 19,284 38,000 38,000 38,644 190.84.500.15 Personal Services Salaries - Seasonal 70,749 76,678 76,500 76,500 78,411 190.84.500.40 Personal Services Salaries - Longevity 400 500 500 500 800 190.84.505.05 Personal Benefits Group & Medical Life 5 5 - - 6 190.84.505.15 Personal Benefits Dues & Memberships 886 736 750 750 750 190.84.505.75 Personal Benefits Employer's Contribution - FICA 9,509 9,647 10,812 10,812 11,326 190.84.505.80 Personal Benefits Employer's Contribution - IMRF 9,357 10,910 7,942 7,942 12,106 190.84.505.85 Personal Benefits Employer's Contribution Medicare 2,224 2,257 2,528 2,528 2,649 190.84.510.10 Operating Expenses Maintenance Contracts 696,029 705,205 722,246 722,246 731,366 190.84.510.16 Operating Expenses Printing 283 - 750 750 2,000 190.84.510.20 Operating Expenses Computer Services 14,570 12,250 - - - 190.84.510.21 Operating Expenses IT Internal Svc Contribution 17,615 19,336 18,957 18,957 19,030 190.84.510.40 Operating Expenses Supplies - Office 5,032 2,336 5,000 5,000 5,000 190.84.510.49 Operating Expenses Supplies - Golf Course 13,334 8,752 12,000 12,000 12,000 190.84.510.55 Operating Expenses Operating Equip - Department 198 - - - - 190.84.510.70 Operating Expenses Merchandise Purchases 31,570 40,422 45,000 45,000 45,000 190.84.510.73 Operating Expenses Golf Cart Rental 56,954 61,603 55,000 55,000 60,000 190.84.510.79 Operating Expenses Advertising & Promotions 9,377 3,062 10,000 10,000 20,000 190.84.510.83 Operating Expenses Credit Card Fees 33,089 57,670 35,000 46,000 50,000 190.84.510.85 Operating Expenses State Sales Tax 3,670 4,580 4,120 4,120 4,500 190.84.515.05 Insurance Premium 1 - 302 302 384 190.84.530.05 Commodities Electricity - Facilities 11,388 - - - - 190.84.530.20 Commodities Gas - Facilities 6,587 - - - - 190.84.535.01 Maintenance & Repairs - Facilities Building Mnt Internal Svc Cntrb 141,746 101,827 108,727 108,727 106,987 190.84.535.20 Maintenance & Repairs - Facilities Buildings & Facilities - 1,283 - - - 190.84.535.35 Maintenance & Repairs - Facilities Golf Course 6,003 9,135 4,500 4,500 4,500 190.84.535.40 Maintenance & Repairs - Facilities Irrigation System - 5,831 14,500 14,500 14,500 190.84.560.30 Capital Projects Buildings & Structures - - 25,000 130,000 215,000 190.84.560.80 Capital Projects Golf Course 21,359 6,879 15,000 15,000 100,000 190.84.570.10 Operating Transfers Corporate Fund 10,000 - - - - 190.84.580.05 All Other Expense All Other Expenses 872 767 - - 460,000 190.84.581 IMRF Expenditure 2,834 83,933 - - - 190.84.800 Depreciation 430,256 281,200 - - - 1,688,084 1,585,157 1,273,029 1,389,029 2,059,780 1,688,084 1,585,157 1,273,029 1,389,029 2,059,780 1,688,084 1,585,157 1,273,029 1,389,029 2,059,780 EXPENSES Total Department: 84 - Golf EXPENSES Total Department Total: 84 - Golf Fund EXPENSE Total: 190 - Arboretum Golf Fund Fund: 200 - Refuse Fund Department Total: 84 - Golf Fund EXPENSE Total: 180 - Buffalo Grove Golf Fund Fund: 190 - Arboretum Golf Fund EXPENSES 346 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 200.86.570.10 Operating Transfers Corporate Fund 100,000 - - - - 200.86.570.20 Operating Transfers Debt Service Fund 500,000 375,000 200,000 200,000 275,000 200.86.580.35 All Other Expense SWANCC User Fees 816,849 803,999 837,663 850,000 997,415 1,416,849 1,178,999 1,037,663 1,050,000 1,272,415 1,416,849 1,178,999 1,037,663 1,050,000 1,272,415 1,416,849 1,178,999 1,037,663 1,050,000 1,272,415 211.92.505.10 Personal Benefits Professional Training 51 - - - - 211.92.510.02 Operating Expenses Telephone 286,941 375,408 268,481 390,000 307,000 211.92.510.10 Operating Expenses Maintenance Contracts 1,067,865 1,093,649 1,218,080 1,198,000 1,364,980 211.92.510.14 Operating Expenses Subscriptions & Publications 56 - 2,060 20,100 7,073 211.92.510.20 Operating Expenses Computer Services 241,397 225,595 136,090 126,000 138,900 211.92.510.40 Operating Expenses Supplies - Office 11,867 42,574 2,400 1,800 5,550 211.92.515.20 Insurance Deductible - Non Wrker's Co - - - 17,357 25,000 211.92.550.05 Maintenance & Repairs - Other Department Equipment 15,310 35,909 10,000 8,500 12,000 211.92.555 Capital Equipment - - - 2,250 - 211.92.555.40 Capital Equipment Technology - 97,304 - - - 211.92.580.05 All Other Expense All Other Expenses 2,757 - - - - 1,626,243 1,870,439 1,637,111 1,764,007 1,860,503 1,626,243 1,870,439 1,637,111 1,764,007 1,860,503 1,626,243 1,870,439 1,637,111 1,764,007 1,860,503 212.93.500.05 Personal Services Salaries - Full Time 512,035 501,504 409,457 408,702 481,910 212.93.500.10 Personal Services Salaries - Part Time 34,870 38,102 44,132 48,656 - 212.93.500.31 Personal Services Payroll Reimbursement - 464 - - - 212.93.500.35 Personal Services Salaries - Overtime 18,939 6,480 24,000 20,000 24,000 212.93.500.40 Personal Services Salaries - Longevity 4,600 4,800 3,800 4,600 2,800 212.93.505.05 Personal Benefits Group & Medical Life 103,506 98,195 87,274 96,264 121,903 212.93.505.10 Personal Benefits Professional Training - 130 1,000 1,000 3,400 212.93.505.15 Personal Benefits Dues & Memberships 235 350 200 200 950 212.93.505.20 Personal Benefits Clothing Allowance 4,417 3,714 4,248 4,170 4,170 212.93.505.26 Personal Benefits Uniform Rental - - 1,350 1,350 1,350 212.93.505.35 Personal Benefits Safety Equipment 619 1,464 815 815 815 212.93.505.75 Personal Benefits Employer's Contribution - FICA 34,033 31,757 28,123 30,164 31,799 212.93.505.80 Personal Benefits Employer's Contribution - IMRF 66,649 72,988 60,146 65,810 56,384 212.93.505.85 Personal Benefits Employer's Contribution Medicare 8,049 7,427 6,577 7,054 7,437 212.93.510.04 Operating Expenses Travel - - - - 1,725 212.93.510.06 Operating Expenses Per Diem Allowance - - - - 500 212.93.510.10 Operating Expenses Maintenance Contracts 7,450 3,074 3,500 3,500 3,500 212.93.510.12 Operating Expenses Equipment Rental 32 - 300 300 300 212.93.510.14 Operating Expenses Subscriptions & Publications - - 80 80 100 212.93.510.21 Operating Expenses IT Internal Svc Contribution 30,629 34,437 32,962 32,962 32,703 212.93.510.40 Operating Expenses Supplies - Office 58 408 450 450 450 212.93.510.50 Operating Expenses Supplies - All Other 9,947 6,897 7,500 7,500 8,000 212.93.510.55 Operating Expenses Operating Equip - Department 16,561 16,467 9,875 9,875 9,875 212.93.515.05 Insurance Premium 19,054 20,032 23,236 23,236 23,236 212.93.515.10 Insurance Unemployment Insurance - - - - 2,882 212.93.515.15 Insurance Deductible - Worker's Comp 2,969 67 2,882 2,882 4,945 212.93.515.20 Insurance Deductible - Non Wrker's Co - - - - 3,297 212.93.530.50 Commodities Small Equipment Tools & Hardware 4,591 4,391 5,000 6,998 13,000 212.93.545.05 Maintenance & Repairs - Vehicles Gasoline 155,068 107,573 137,000 146,324 155,000 212.93.545.10 Maintenance & Repairs - Vehicles Diesel Fuel 122,377 98,841 113,950 103,222 113,950 212.93.545.15 Maintenance & Repairs - Vehicles Automotive Parts 204,869 146,087 186,000 175,000 186,000 Department: 92 - Information Technology EXPENSES Total Department: 93 - Central Garage Department: 86 - Refuse EXPENSES Total Department Total: 92 - Information Technology Fund EXPENSE Total: 211 - Information Technology Fund Fund: 212 - Central Garage Fund EXPENSES Department Total: 86 - Refuse Fund EXPENSE Total: 200 - Refuse Fund Fund: 211 - Information Technology Fund EXPENSES EXPENSES 347 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 212.93.545.25 Maintenance & Repairs - Vehicles Lubricants 8,747 5,264 7,300 7,300 7,300 212.93.545.35 Maintenance & Repairs - Vehicles Body Work - - - - 5,000 212.93.545.40 Maintenance & Repairs - Vehicles Contractual Auto Services 239,922 236,023 299,827 299,827 320,000 212.93.555.20 Capital Equipment Automobiles & Trucks 787,606 690,695 18,743 - - 212.93.555.30 Capital Equipment Capital Replacement - 1,695 - - - 212.93.555.40 Capital Equipment Technology - - 600 - - 212.93.555.50 Capital Equipment Buildings - - 4,475 - - 212.93.580.05 All Other Expense All Other Expenses - 106 - - - 2,397,831 2,139,431 1,524,802 1,508,241 1,628,681 2,397,831 2,139,431 1,524,802 1,508,241 1,628,681 2,397,831 2,139,431 1,524,802 1,508,241 1,628,681 213.94.500.05 Personal Services Salaries - Full Time 393,071 425,305 412,269 412,269 429,076 213.94.500.10 Personal Services Salaries - Part Time 10,004 18,668 42,694 42,694 44,917 213.94.500.31 Personal Services Payroll Reimbursement - 56 - - - 213.94.500.35 Personal Services Salaries - Overtime 6,449 5,634 6,500 5,000 6,500 213.94.500.40 Personal Services Salaries - Longevity 2,600 2,600 2,600 2,600 2,800 213.94.505.05 Personal Benefits Group & Medical Life 104,884 100,447 99,293 99,293 105,729 213.94.505.10 Personal Benefits Professional Training 1,630 153 1,000 250 1,900 213.94.505.15 Personal Benefits Dues & Memberships 340 215 500 300 650 213.94.505.20 Personal Benefits Clothing Allowance 3,391 4,022 3,540 3,540 3,625 213.94.505.26 Personal Benefits Uniform Rental 6,875 3,697 7,000 7,000 7,210 213.94.505.35 Personal Benefits Safety Equipment 1,732 3,157 2,700 2,500 2,700 213.94.505.75 Personal Benefits Employer's Contribution - FICA 24,718 27,159 28,208 28,208 30,189 213.94.505.80 Personal Benefits Employer's Contribution - IMRF 48,184 61,725 60,328 60,328 55,458 213.94.505.85 Personal Benefits Employer's Contribution Medicare 5,781 6,352 6,597 6,597 7,061 213.94.510.04 Operating Expenses Travel - - - - 425 213.94.510.06 Operating Expenses Per Diem Allowance - - - - 150 213.94.510.10 Operating Expenses Maintenance Contracts 189,384 232,929 236,665 238,885 251,990 213.94.510.12 Operating Expenses Equipment Rental - - 500 - 500 213.94.510.14 Operating Expenses Subscriptions & Publications - - 200 - 100 213.94.510.21 Operating Expenses IT Internal Svc Contribution 25,169 27,991 27,086 27,086 27,514 213.94.510.40 Operating Expenses Supplies - Office 580 149 500 150 550 213.94.510.50 Operating Expenses Supplies - All Other 59,504 110,497 75,000 75,000 80,000 213.94.510.55 Operating Expenses Operating Equip - Department - 403 600 - 625 213.94.515.05 Insurance Premium 18,328 19,262 19,835 19,835 19,835 213.94.515.10 Insurance Unemployment Insurance - - - - 800 213.94.515.15 Insurance Deductible - Worker's Comp 3,228 440 3,133 3,133 5,600 213.94.515.20 Insurance Deductible - Non Wrker's Co - - - - 2,456 213.94.530.05 Commodities Electricity - Facilities 85,420 109,824 100,000 100,000 106,000 213.94.530.10 Commodities Electricity - Street Lights 4,632 78,515 88,013 88,013 90,653 213.94.530.20 Commodities Gas - Facilities 58,170 60,746 40,168 60,000 42,500 213.94.530.50 Commodities Small Equipment Tools & Hardware 595 791 1,400 1,400 2,000 213.94.535.10 Maintenance & Repairs - Facilities Streets & Highways 322 - - - - 213.94.535.15 Maintenance & Repairs - Facilities Street Lights 59,502 247,100 266,134 266,134 274,111 213.94.535.20 Maintenance & Repairs - Facilities Buildings & Facilities 202,497 146,008 126,300 126,300 150,000 213.94.545.40 Maintenance & Repairs - Vehicles Contractual Auto Services - 39,099 - - - 213.94.550.05 Maintenance & Repairs - Other Department Equipment - 1 3,000 3,000 3,200 213.94.555.10 Capital Equipment Office and Other Equipment - - 325 - - 213.94.555.30 Capital Equipment Capital Replacement - - 14,207 - - 213.94.555.40 Capital Equipment Technology - - 1,000 - - 213.94.555.50 Capital Equipment Buildings - - 3,920 - - 213.94.580.05 All Other Expense All Other Expenses 2,515 3,903 - - - 1,319,504 1,736,848 1,681,215 1,679,515 1,756,824 1,319,504 1,736,848 1,681,215 1,679,515 1,756,824 EXPENSES Total Department: 94 - Building Maintenance EXPENSES Total Department Total: 94 - Building Maintenance Department Total: 93 - Central Garage Fund EXPENSE Total: 212 - Central Garage Fund Fund: 213 - Building Maintenance Fund EXPENSES 348 G/L Account Number Account Description 2019 Actual Amount 2020 Actual Amount 2021 Adopted Budget 2021 Estimated Amount 2022 Finance/OVM Approval 1,319,504 1,736,848 1,681,215 1,679,515 1,756,824 220.88.505.55 Personal Benefits Survivor Pension - Police 288,683 309,386 297,342 297,342 296,000 220.88.505.60 Personal Benefits Pension Payment - Police 3,818,899 4,320,665 4,449,651 4,449,651 4,672,100 220.88.505.65 Personal Benefits Disability Payment - Police 42,580 42,580 43,856 43,856 45,100 220.88.505.70 Personal Benefits Pension Refund - Police - 5,115 - - - 220.88.580.05 All Other Expense All Other Expenses 64,340 56,614 65,000 65,000 65,000 220.88.580.40 All Other Expense Investment Fees 238,446 179,185 250,000 250,000 212,000 4,452,947 4,913,546 5,105,849 5,105,849 5,290,200 4,452,947 4,913,546 5,105,849 5,105,849 5,290,200 4,452,947 4,913,546 5,105,849 5,105,849 5,290,200 230.89.505.56 Personal Benefits Survivor Pension - Fire 287,480 503,279 296,100 296,100 337,000 230.89.505.61 Personal Benefits Pension Payment - Fire 2,935,054 (129) 3,393,182 3,393,182 3,214,000 230.89.505.66 Personal Benefits Disability Payment - Fire 222,558 3,312,468 230,240 230,240 225,000 230.89.580.05 All Other Expense All Other Expenses 104,665 169,576 110,000 110,000 80,000 230.89.580.40 All Other Expense Investment Fees 163,344 14,300 175,000 175,000 165,000 3,713,101 3,999,494 4,204,522 4,204,522 4,021,000 3,713,101 3,999,494 4,204,522 4,204,522 4,021,000 3,713,101 3,999,494 4,204,522 4,204,522 4,021,000 240.90.580.05 All Other Expense All Other Expenses - 0 - - - - 0 - - - - 0 - - - - 0 - - - 250.91.505.90 Personal Benefits RHS Contribution 292,709 934,819 - 69,337 - 250.91.580.05 All Other Expense All Other Expenses - (0) - - - 292,709 934,819 - 69,337 - 292,709 934,819 - 69,337 - 292,709 934,819 - 69,337 - 80,504,295 101,281,319 113,221,559 108,701,871 118,384,488 Department: 91 - Retiree Health Savings EXPENSES Total Fund EXPENSE Total: 250 - Retiree Health Savings Fund EXPENSE GRAND Totals: Department: 88 - Police Pension EXPENSES Total Department: 89 - Fire Pension EXPENSES Total Department: 90 - School & Park EXPENSES Total Department Total: 91 - Retiree Health Savings Department Total: 90 - School & Park Fund EXPENSE Total: 240 - School & Park Donations Fund Fund: 250 - Retiree Health Savings Fund EXPENSES Department Total: 89 - Fire Pension Fund EXPENSE Total: 230 - Fire Pension Fund Fund: 240 - School & Park Donations Fund EXPENSES Department Total: 88 - Police Pension Fund EXPENSE Total: 220 - Police Pension Fund Fund: 230 - Fire Pension Fund EXPENSES Fund EXPENSE Total: 213 - Building Maintenance Fund Fund: 220 - Police Pension Fund EXPENSES 349 APPENDIX F : FINANCIAL POLICIES & PROJECTIONS Fund Balance and Reserve Policy - Investment Policy - Debt Policy - Fixed Asset and Capital Equipment Capitalization Policy - Revenue Collection Policy - Procurement Policy - Post Issuance Procedures Manual - Twenty Year Water Fund Proforma - General Fund Forecast 350 Village of Buffalo Grove Fund Balance and Reserve Policy 1 | P a g e 351 Fund Balance and Reserve Policy Definitions Fund Balance – the difference between assets and liabilities in a Governmental Fund. Nonspendable Fund – the portion of a Governmental Fund’s net assets that are not available to be spent, either short tern or long term, in either form or through legal restrictions. Restricted Fund Balance – the portion of a Government Fund’s net assets that are subject to external enforceable legal restrictions. Committed Fund Balance – the portion of a Governmental Fund’s net assets with self-imposed constraints or limitations that have been placed by formal action at the highest level of decision-making. Assigned Fund Balance – the portion of a Governmental Fund’s net assets to denote an intended use of resources. Unassigned Fund Balance – available expendable financial resources in a Governmental Fund that are not the object of tentative management plan (i.e. designations). (Only in the General Fund, unless negative) Note: In Non-Governmental Funds, management may decide to “assign” funds for a specific purpose. This will be done as an internal budgeting procedure rather than as a formal accounting entry, creating a fund automatically assigns fund balance. Fund Policy A. It is the policy of the Village of Buffalo Grove to maintain an Unassigned Fund Balance in the General Fund to fund operations for a period of at least three months. The unassigned amount in the General Fund is adjusted annually with the adoption of the annual budget and is calculated as three months (25 percent) of General Fund expenditures (excluding transfers to fund capital projects). During the development of the subsequent year’s annual budget, should the Unassigned Fund Balance be expected to fall below the 25 percent target notification will be given to the Village Board. While identified uses of Fund Balance may be proposed that could continue the trend below 25% such uses will be disclosed and approved by the Board. B. The portion of the Unassigned Fund Balance in excess of three months (25 percent) of General Fund expenditures (excluding transfers to fund capital projects) may be allocated to a reserve for debt service retirement and revenue stabilization. C. The Village will maintain a Committed Fund Balance in the General Fund to serve as a reserve for capital replacement of Village vehicles, equipment, facilities, and infrastructure. D. The annual budget (appropriation) will include a contribution to (or drawdown from) the Committed Fund Balance. The levels of other required restrictions, commitments and assignments will fluctuate depending on activity. E. Unassigned Fund Balance shall be reviewed annually and, where appropriate, a determination will be made as to how much of the unassigned fund balance will be allocated to the reserve for debt service retirement and revenue stabilization. Although the policy minimum is 25 percent for Unassigned Fund Balance, 30 percent is considered the preferred balance and any unassigned balances exceeding 30 percent will be considered for transfer. F. This policy may be amended from time to time according to the requests of the Village of Buffalo Grove President and Board of Trustees. G. The Village will spend the most restricted dollars before less restricted, in the following order; a. Nonspendable Fund Balance (if funds become spendable) b. Restricted Fund Balance c. Committed Fund Balance d. Assigned Fund Balance e. Unassigned Fund Balance H. The Finance Director will determine if a portion of fund balance should be assigned. 352 Village of Buffalo Investment Policy 353 I. Policy: The Village of Buffalo Grove, as a public agency, has an inherent fiduciary responsibility to properly account for and manage public funds. Public funds are to be considered current operating funds, special funds, debt service and other funds of any kind or character belonging to or in the custody of any public agency (Chapter 30, paragraph 235/1 through 235/7, Public Funds Investment Act, Illinois Complied Statutes II. Scope: This investment policy applies to all financial assets of the Village of Buffalo Grove except for the Police and Firefighter’s Pension Funds which are subject to those individual fund boards. 1. Pooling of Funds Except for cash in certain restricted and special funds, the Village of Buffalo Grove will consolidate and reserve balances from all funds to maximize investment earnings and to increase efficiencies with regard to investment pricing, safekeeping and administration. Investment income will be allocated to the various funds based on their respective participation and in accordance with generally accepted accounting principles. III. General Objectives: The primary objectives, in priority order, of investment activities shall be safety, liquidity, and yield: 1. Safety Safety of principal is the foremost objective of the investment program. Investments shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective will be to mitigate credit risk and interest rate risk (a). Credit Risk The Village of Buffalo Grove will minimize credit risk, which is the risk of loss due to the failure of the security issuer or backer, by: • Limiting investment to the types of securities listed in Section VII of this Investment Policy. • Pre-qualifying the financial institutions, broker/dealers, intermediaries, and adviser with which the Village of Buffalo Grove will do business in accordance with Section V. • Diversifying the investment portfolio so that the impact of potential losses from any one type of security or from any one individual issuer will be minimized. 354 (b). Interest Rate Risk The Village of Buffalo Grove will minimize interest rate risk, which is the risk that the marker values of securities in the portfolio will fall due to changes in market interest rates, by: • Structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to maturity • Investing operating funds primarily in shorter-term securities, money market mutual funds, or similar investment pools and limiting the average maturity of the portfolio in accordance with this policy (see section VIII). 2. Liquidity The investment portfolio shall remain sufficiently liquid to meet all operating requirements that may be reasonably anticipated. This is accomplished by structuring the portfolio so that securities mature concurrent with cash needs to meet anticipated demands (static liquidity). Furthermore, since all possible cash demands cannot be anticipated, the portfolio should consist largely of securities with active secondary or resale markets (dynamic liquidity). Alternatively, a portion of the portfolio may be placed in money market mutual funds or local government investment pools which offer same day liquidity for short-term funds. 3. Yield The investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints and liquidity needs. Return on investment is of secondary importance compared to the safety and liquidity objectives described above. The core of investments is limited to relatively low risk securities in anticipation of earning a fair return relative to the risk being assumed. Securities shall generally be held until maturity with the following exceptions: • A security with declining credit may be sold early to minimize loss of principal. • A security swap would improve the quality, yield, or target duration in the portfolio. • Liquidity needs of the portfolio require that the security be sold. IV. Standards of Care: 1. Prudence The standard of prudence to be used by investment officials shall be the “prudent person” standard and shall be applied in the context of managing the overall portfolio. Investment officers acting in accordance with written procedures and this investment policy and exercising due diligence shall be relieved of personal responsibility for an individual security’s credit risk or market price changes, provided deviations from expectations are reported in a timely fashion and the liquidity and the sale of securities are carried out in accordance with the terms of this policy. 2. Ethics and Conflicts of Interest Officers and employees involved in the investment process shall refrain from personal business activity that could conflict with the proper execution and management of the investment program, or that could impair their ability to make impartial decisions. Employees and investment officials shall disclose any material interests in financial 355 institutions with which they conduct business. They shall further disclose any personal financial/investment positions that could be related to the performance of the investment portfolio. Employees and officers shall refrain from undertaking personal investment transactions with the same individual with whom business is conducted on behalf of the Village of Buffalo Grove. 3. Delegation of Authority Authority to mange the Village of Buffalo Grove’s investment program is derived from the following: The establishment of investment policies is the responsibility of the Village Board. Management and administrative responsibility for the investment program is hereby delegated to the Finance Director who, under the direction of the Village Manager, shall establish written procedures for the operation of the investment program consistent with this investment policy. Procedures should include references to: safekeeping, delivery vs. payment, investment accounting, repurchase agreements, wire transfer agreements, collateral/depository agreements and banking service contracts. Such procedures shall include explicit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the Finance Director. The Finance Director shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials. The Finance Director may from time to time amend the written procedures in a manner not inconsistent with this policy or state statutes. The responsibility for investment activities of the Police and Firefighter Pension Funds rest with the trustees of the respective fund boards. V. Authorized Financial Institutions, Depositories and Broker/Dealers: The Finance Director will maintain a list of financial institutions authorized to provide investment services. In addition, a list will be maintained of approved security broker/dealers selected by credit worthiness. These may include “primary” dealers or regional dealers that qualify under Securities and Exchange Commission (SEC) Rule 15C3-1 (uniform net capital rule). No public deposit shall be made except at a qualified public depository as established by state statutes. All financial institutions and broker/dealers who desire to become qualified become qualified bidders for investment transactions must supply the Finance Director with the following: • Audited financial statements demonstrating compliance with state and federal capacity adequacy guidelines • Proof of National Association of Security Dealers (NASD) certification (not applicable to Certificate of Deposit counterparties) • Proof of state registration • Completed broker/dealer questionnaire • Certification of having read the Village’s Investment Policy 356 VI. Safekeeping and Custody: All trades of marketable securities will be executed by delivery vs. payment (DVP) to ensure that securities are deposited in an eligible financial institution prior to the release of funds. Securities will be held by an independent third-party custodian selected by the Village as evidenced by safekeeping receipts in the Village’s name. The safekeeping institution shall annually provide a copy of their most recent report on internal controls (Statement of Auditing Standard No. 70, or SAS 70). 1. Internal Controls The Finance Director is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the Village of Buffalo Grove are protected from loss, theft or misuse. Details of the internal controls system shall be documented in an investment procedures manual and shall be reviewed and updated annually. The internal control structure shall be designed to provide reasonable assurance that these objectives are met. The concept of reasonable assurance recognizes that (1) the cost of a control should not exceed the benefits likely to be derived and (2) the valuation of costs and benefits requires estimates and judgments by management. The internal controls structure shall address the following points: • Control of collusion • Separation of transaction authority from accounting and recordkeeping • Custodial safekeeping • Avoidance of physical delivery securities • Clear delegation of authority to subordinate staff members • Written confirmation of transactions for investments and wire transfers • Dual authorizations of wire transfers • Development of a wire transfer agreement with the lead bank and third-party custodian Accordingly, the Finance Director shall establish a process for annual independent review by an external auditor to assure compliance with policies and procedures. VII. Suitable and Authorized Investments: The Village may invest in any type of the security allowed for in Illinois Compile Statutes (30 ILCS 235/2) regarding the investment of public funds. Approved investments include: • Bonds, notes, certificates of indebtedness, treasury bill, or any other securities now or hereafter issued, which are guaranteed by the full faith and credit of the United States of American as to principal and interest; • Bonds, notes, debentures or other similar obligations of the United States of America or its agencies; • Interest-bearing savings accounts, interest-bearing certificates of deposit or interest-bearing time deposits or any other investments constituting direct obligations of any bank as defined by the Illinois Banking Act; and is insured by the Federal Deposit Insurance Corporation; 357 • Short-term obligations of corporations organized in the United States with assets exceeding $500,000,000 if (i) such obligations are rated at the time of purchase at one of the three highest classifications established by at least two standard rating services and which mature not later than 180 days for the date of purchase, (ii) such purchases do not exceed 10% of the corporation’s outstanding obligations and (iii) no more than 25% of the Village’s funds may be investing in short-term obligations of corporations; • Illinois Public Treasurer’s Investment Pool (Illinois Funds), and the Illinois Metropolitan Investment Fund (IMET) • Short-term discount obligations of the Federal National Mortgage Association (FNMA) or I shares of other forms of securities or other allowable investments legally issued by savings and loan associations incorporated under the laws of this state or any other state or under the laws of the United States. Investments may be made only in those savings and loan associations of which the shares or investment certificates are insured by the Federal Deposit Insurance Corporation (FDIC). • Investment options suitable under ILCS including Fixed Rate General Obligation Municipal Bonds whose credit quality is restrict to “AA” or better. 1. Collateralization: It is the policy of the Village of Buffalo Grove and in accordance with the GFOA’s Recommended Practices on the Collateralization of Public Deposits (attachment #2), the Village requires that funds on deposit in excess of FDIC limits be secured with some form of collateral, including surety bonds or letters of credit. The Village will accept any of the following assists as collateral: • Government Securities • Obligations of Federal Agencies • Obligations of Federal Instrumentalities • Fixed Rate General Obligation Municipal Bonds rated “AA” or better • Obligations of the State of Illinois (The Village reserves the right to accept/reject any form of the above named securities.) The amount of collateral provided will not be less than 103% of the fair market value of the net amount of public funds secured. The ratio of fair market value of collateral to the amount of funds secured will be reviewed monthly, and additional collateral will be required when the ratio declines below the level required and collateral will be released if the fair market value exceeds the required level. Pledged collateral will be held in safekeeping by an independent third party depository designated by the Village of Buffalo Grove and evidenced by a safekeeping agreement. Collateral agreements will preclude the release of the pledged assets without an authorized signature from the Village of Buffalo Grove. The Village realizes that there is a cost factor involved with collateralization and the Village will pay any reasonable and customary fees related to collateralization. 358 VIII. Investment Parameters: 1. Diversification In order to reduce the risk of default, the investment portfolio of the Village of Buffalo Grove shall be diversified by: • Limiting investments to avoid over-concentration in securities from a specific issuer or business sector (U.S. Treasury and Agency securities), - Monies deposited at a financial institution shall not exceed 75% of the capital stock and surplus of that institution. - Commercial paper shall not exceed 33% of the Village’s investment portfolio. - Brokered certificates of deposit shall not exceed 25% of the Village’s investment portfolio. • Investing in securities with varying maturities, and • Continuously investing a portion of the portfolio in readily available funds such as local government investment pools (LGIPs), money market funds or overnight repurchase agreements to ensure that appropriate liquidity is maintained in order to meet ongoing obligations. 2. Maximum Maturities To the extent possible, the Village of Buffalo Grove will attempt to match its investments with anticipated cash flow requirements. Unless matched to a specific cash flow, the Village will not directly invest in securities maturing more than three years from the date of purchase. Reserve funds and other funds with longer-term investment horizons may be invested in securities exceeding three year if the maturities of such investments are made to coincide as nearly as practicable with the expected use of funds. Because of inherent difficulties in accurately forecasting cash flow requirements, a portion of the portfolio should be continuously invested in readily available funds such as LGIPs, money market funds, or overnight repurchase agreements to ensure that appropriate liquidity is maintained to meet ongoing obligations. IX. Reporting: The Finance Director shall prepare as investment report at least quarterly, including a management summary that provides an analysis of the status of the current investment portfolio. This management summary will be prepared in a manner which will allow the Village to ascertain whether investment activities during the reporting period have conformed to the investment policy. This report should be provided to the Village Manager and Village Board. The report will include the following: • Listing of individual securities held, by fund, at the end of the reporting period. • Average weighted yield to maturity of portfolio. • Listing of investments by maturity date. • Percentage of total portfolio which each type of investment represents. 359 1. Performance Standards The investment portfolio will be managed in accordance with the parameters specified within this policy. The portfolio should obtain a market average rate of return during a market/economic environment of stable interest rates. Portfolio performance should be compared to appropriate benchmarks on a regular basis. The benchmarks shall be reflective of the actual securities being purchased and risks undertaken, and the benchmark shall have similar weighted average as the portfolio. 2. Market Yield The Village’s investment strategy is passive. Given this strategy, the basis used by the Finance Director to determine whether market yield are being achieved shall be the six-month U.S. Treasury Bill. 3. Marking to Market The market value of the portfolio shall be calculated at least quarterly and a statement of the market value of the portfolio shall be issued at least quarterly. This will ensure that review of the investment portfolio, in terms of value and price volatility, has been performed consistent with the GFOA recommended Practices on “Mark- to-Market Practices for State and Local Government Investment Portfolios and Investment Pools” (attachment #3). In defining market value, considerations should be given to the GASB Statement 31 pronouncement. X. Investment Policy Adoption: The Village of Buffalo Grove’s investment policy shall be adopted by resolution of the Village Board of Trustees. This policy shall be reviewed on an annual basis by the Finance Director and any modifications thereto must be approved by the Village Board of Trustees. XI. Glossary: AGENCIES: Informal name that refers to securities issued by the United States government and U.S. government sponsored instrumentalities. ASKED: The trading price proposed by the prospective seller of securities. Also called the offer or offered price. BANKERS' ACCEPTANCE (BA): A short-term financial instrument that is the unconditional obligation of the accepting bank. BASIS POINT (BP): A unit of measurement for interest rates or yields that are expressed in percentages. (One hundred basis points equal 1 percent.) BID: The trading price acceptable to a prospective buyer of securities. BOND EQUIVALENT YIELD (BEY): An annual yield, expressed as a percentage, describing the return provided to bond holders. The BEY is a way to compare yields available from discount securities such as Treasury bills and BAs with yields available from coupon securities. 360 BROKER : A party who brings buyers and sellers together. Brokers do not take ownership of the property being traded. They are compensated by commissions. They are not the same as dealers; however, the same individuals and firms that act as brokers in some transactions may act as dealers in other transactions. BROKERED AND NEGOTIABLE CERTIFICATES OF DEPOSIT: Short -term (2 to 52 weeks) large denomination ($100,000 minimum). Certificate of Deposit that is issued at a discount on its par value, or at a fixed interest rate payable at maturity and are freely traded in secondary markets. CERTIFICATE OF DEPOSIT (CD): A deposit of funds, in a bank or savings and loan association, for a specific term that earns interest at a specified rate or rate formula. CDs may be secured or unsecured, may be in negotiable or nonnegotiable form and may be issued in either physical or book entry form. COLLATERAL: Securities, evidence of deposit or other property which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies. COMMERCIAL PAPER (CP): Unsecured, short-term promissory notes issued by corporations for specific amounts and with specific maturity dates. COMPREHENSIVE ANNUAL FINANCIAL REPORT (CAFR): The official annual report for the Village of Glenview. It includes five combined statements and basic financial statements for each individual fund and account group prepared in conformity with GAAP. It also includes supporting schedules necessary to demonstrate compliance with finance-related legal and contractual provisions, extensive introductory material, and a detailed Statistical Section. COUPON: (a) The annual rate of interest that a bond's issuer promises to pay the bondholder on the bond's face value. (b) A certificate attached to a bond evidencing interest due on a payment date. DEALER: A firm or individual who buys and sells for their own account. Dealers have ownership between a purchase from one party and a sale to another party. Dealers are compensated by the spread between the price they pay and the price they receive. DEBENTURE: A bond secured only by the general credit of the issuer. DELIVERY VERSUS PAYMENT (DVP): The simultaneous exchange of securities and cash. The safest method of settling either the purchase or sale of a security. In a DVP settlement, the funds are wired from the buyer's account and the security is delivered from the seller's account in simultaneous independent wires. DISCOUNT: The amount by which the price for a security is less than its par. DISCOUNT SECURITIES: Securities that do not pay periodic interest. Investors earn the difference between the discount issue price and the full face value paid at maturity. Treasury bills, bankers’ acceptances and zero coupon bonds are discount securities. DIVERSIFICATION: Dividing investment funds among a variety of securities offering independent returns. 361 FEDERAL CREDIT AGENCIES: Agencies of the Federal Government set up to supply credit to various classes of institutions and individuals, e.g., S & L's, small business firms, students, farmers, farm cooperatives, and exporters. FEDERAL DEPOSIT OF INSURANCE CORPORATION (FDIC): A federal agency that insures bank deposits, currently up to $100,000 per deposit. FEDERAL FUNDS RATE: The rate for which overnight federal funds are traded. FEDERAL HOME LOAN BANKS (FHLB): The institutions that regulate and lend to savings and loan associations. The Federal Home Loan Banks play a role analogous to that played by the Federal Reserve Banks vis-à-vis member commercial banks. FEDERAL NATIONAL MORTGAGE ASSOCIATION (FNMA or FANNIE MAE): FNMA is a federal corporation working under the auspices of the Department of Housing & Urban Development, HUD. It is the largest single provider of residential mortgage funds in the United States. Fannie Mae, as the corporation is called, is a private stockholder- owned corporation. The corporation's purchases include a variety of adjustable mortgages and second loans in addition to fixed-rate mortgages. FNMA assumes and guarantees that all security holders will receive timely payment of principal and interest. FEDERAL OPEN MARKET COMMITTEE (FOMC): Consists of seven members of the Federal Reserve Board and five of the twelve Federal Reserve Bank Presidents. The President of the New York Federal Reserve Bank is a permanent member while the other Presidents serve on a rotation basis. The Committee periodically meets to set Federal Reserve guidelines regarding purchases and sales of Government Securities in the open market as a means of influencing the volume of bank credit and money. FEDERAL RESERVE SYSTEM : The central bank of the United States created by Congress and consisting of a seven member Board of Governors in Washington, D.C., 12 regional banks and about 5,700 commercial banks that are members of the system. GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (GNMA OR GINNIE MAE): GNMA, like FNMA, was chartered under the Federal National Mortgage Association Act of 1938. Securities guaranteed by GNMA and issued by mortgage bankers, commercial banks, savings and loan associations and other institutions. Security holder is protected by full faith and credit of the U.S. Government. Ginnie Mae securities are backed by FHA, VA or FMHM mortgages. The term pass-throughs is often used to describe Ginnie Maes. LIQUIDITY: A liquid asset is one that can be readily converted to cash through sale in an active secondary market. LOCAL GOVERNMENT INVESTMENT POOL (LGIP): Pools through which governmental entities may invest short term cash. Examples of LGIP's are the Illinois Funds, administered by the Illinois State Treasurer and the Illinois Metropolitan Investment Fund. MARKET VALUE: The price at which a security could presumably be purchased or sold. MARK TO MARKET: The process of restating the carrying value of an asset or liability to equal its current market value. 362 MASTER REPURCHASE AGREEMENT: A written contract covering all future transactions between parties. The agreement establishes each party’s right in the transaction. Repurchase Agreements (REPO’s) are a form of short- term borrowing for dealers in government securities. The dealer sells the government securities to investors, usually on an overnight basis, and then buys them back the following day. For the party selling the security (and agreeing to repurchase it in the future), it is a repo; for the party on the other end of the transaction (buying the security and agreeing to sell in the future), it is a reverse repurchase agreement. A master agreement will often specify, among other things, the right to liquidate the underlying securities in the event of default. MATURITY: The date upon which the principal or stated value of an investment becomes due and payable. MONEY MARKET: The aggregation of buyers and sellers actively trading money market instruments. OFFER OF OFFERED PRICE: The trading price proposed by the prospective seller of securities (also called the asked or asking price). OPEN MARKET OPERATIONS: Purchases and sales of government and certain other securities in the open market by the New York Federal Reserve Bank as directed by the FOMC in order to influence the volume of money and credit in the economy. Purchases inject reserves into the bank system and stimulate growth of money and credit; sales have the opposite effect. Open market operations are the Federal Reserve's most important and most flexible monetary policy tool. PORTFOLIO: Collection of financial assets belonging to a single owner. PREMIUM: The amount by which the price for a security is greater than its par amount. PRIMARY DEALER: A group of government securities dealers that submit daily reports of market activity and positions and monthly financial statements to the Federal Reserve Bank of New York and are subject to its informal oversight. Primary dealers include Securities and Exchange Commission (SEC)-registered securities broker -dealers, banks, and a few unrelated firms. PRUDENT PERSON RULE: An investment standard. In some states the law requires that a fiduciary, such as a trustee, may invest money only in a list of securities selected by the state - the so-called legal list. In other states the trustee may invest in a security if it is one which would be bought by a prudent person of discretion and intelligence who is seeking a reasonable income and preservation of capital. QUALIFIED PUBLIC DEPOSITORIES: A financial institution which does not claim exemption from the payment of any sales or compensating use or ad valorem taxes under the laws of this state, which has segregated for the benefit of the commission eligible collateral having a value of not less than its maximum liability and which has been approved by the Public Deposit Protection Commission to hold public deposits. RATE OF RETURN: The yield obtainable on a security based on its purchase price or its current market price. This may be the amortized yield to maturity on a bond or the current income return. REINVESTMENT RISK: The risk that all or part of the principal may be received when interest rates are lower than when the security was originally purchased, so that the principal must be reinvested at a lower rate than the rate originally received by the investor. 363 REPURCHASE AGREEMENT (RP OR REPO): See Master Repurchase Agreement. SAFEKEEPING: A service rendered by banks whereby securities and valuables of all types and descriptions are held by the bank. SEC RULE 15C3-1: See uniform net capital rule. SECONDARY MARKET: Markets for the purchase and sale of any previously issued financial instrument. SECURITIES & EXCHANGE COMMISSION (SEC): The federal agency with responsibility for regulating financial exchanges for cash instruments. SPREAD OVER TREASURIES: The difference between the bond equivalent yield for any investment and the bond equivalent yield for a Treasury investment with the same maturity. TREASURY BILLS (T-BILLS): Short-term obligations issued by the U.S. Treasury for maturities of one year or less. They do not pay interest but are issued on a discount basis instead. TREASURY BONDS (T-BONDS): Long -term obligations issued by the U.S. Treasury with initial maturities of more than ten years. TREASURY NOTES (T-NOTES): Medium-term obligations issued by the U.S. Treasury with initial maturities of from one to ten years. UNIFORM NET CAPITAL RULE: Securities and Exchange Commission requirement that member firms as well as non-member broker dealers in securities maintain a maximum ratio of indebtedness to liquid capital of 15 to 1; also called net capital rule and net capital ratio. Indebtedness covers all money owed to a firm including margin loans and commitments to purchase securities, one reason new public issues are spread among members of underwriting syndicate. Liquid capital includes cash and assets easily converted to cash. YIELD: Loosely refers to the annual return on an investment expressed as a percentage on an annual basis. For interest-bearing securities, the yield is a function of the rate, the purchase price, the income that can be earned from the reinvestment of income received prior to maturity, call or sale. Different formulas or methods are used to calculate yields. Adopted April 18, 2016 364 Village of Buffalo Grove Debt Policy 365 I. PURPOSE AND GOALS The Debt Policy sets forth comprehensive guidelines for the financing of capital expenditures. It is the objective of the policies that (1) the Village obtain financing only when necessary, (2) the process for identifying the timing and amount of debt or other financing be as efficient as possible, (3) the most favorable interest rate and other related costs be obtained, and (4) when appropriate, future financial flexibility be maintained. Debt financing, which includes general obligation bonds, special assessment bonds, revenue bonds, temporary notes, lease/purchase agreements, lines of credit, and other Village obligations permitted to be issued or incurred under Illinois law, shall only be used to purchase capital assets that cannot be acquired from either available current revenues or fund balances. The useful life of the asset or project shall exceed the payout schedule of any debt the Village assumes. To enhance creditworthiness and prudent financial management, the Village is committed to systematic capital planning and long -term financial planning. Evidence of this commitment to capital planning will be demonstrated through the annual adoption of a Capital Improvement Plan (CIP) identifying the benefits, costs and method of funding each capital improvement planned for the succeeding five years. GOALS In following this policy, the Village shall pursue the following goals when issuing debt: • Long-term debt will not be used to finance current operations or to capitalize operating expenses. The capitalization of expenses, which represents a shift of operating costs into long-term debt, should be a practice that is expressly prohibited. Long-term debt will be used only for capital projects that cannot be financed from current revenue sources. Where capital improvements or acquisitions are financed through the issuance of debt, such debt will be retired in a period not to exceed the expected life of the improvement or acquisition. • Assess financial alternatives to include new and innovative financing approaches as well as seeking categorical grants, revolving loans or other state/federal aid • The Village will also issue long-term debt for refunding of other outstanding debt for the purpose of interest rate savings. As a guide, the minimum net present value savings shall be three percent (3%) of the par value of the proposed new bonds to be issued. However, circumstances may occur where a refunding may be advantageous with net present value savings of less than 3%. In those cases, approval of the President and Board of Trustees will be required in order to proceed. • Determine the amortization (maturity) schedule which will best fit with the overall debt structure of the Village’s general obligation debt and related tax levy at the time the new debt is issued. The Village may choose to delay principal payments or capitalize interest during the project construction. For issuance of revenue bonds, the amortization schedule which will best fit with the overall debt structure of the enterprise fund and its related rate structure will be considered. Consideration will be given to coordinating the length of the issue with the lives of assets, whenever practicable, while considering repair and replacement costs of those assets to be incurred in future years as an offset to the useful lives, and the related length of time in the payout structure. • Level or declining debt service shall be employed unless operational matters dictate otherwise, or except to achieve overall level debt service with existing bonds. The Village shall be mindful of the potential benefits of bank qualification and will strive to limit its annual issuance of debt to $10 million or less when such estimated benefits are greater than the benefits of exceeding the bank qualification limit. Should subsequent changes in the law raise this limit, then the Village policy will be adjusted accordingly. • The cost of taxable debt is higher than for tax-exempt debt. However, the issuance of taxable debt is mandated in some circumstances and may allow valuable flexibility in subsequent contracts with users or managers of the improvement constructed with the bond proceeds. Therefore, the Village will usually issue obligations tax exempt, but may occasionally issue taxable obligations. II. DEBT ISSUANCE IN GENERAL 366 A. Authority and Purposes of the Issuance of Debt The laws of the State of Illinois authorize the issuance of debt by the Village. The Local Bond Law confers upon municipalities the power and authority to contract debt, borrow money, and issue bonds for public improvement projects as defined therein. Under these provisions, the Village may contract debt to pay for the cost of acquiring, constructing, reconstruction, improving, extending, enlarging, and equipping such projects or to refund bonds. The Village Charter authorizes the Village Board to incur debt by issuing bonds for any lawful municipal purpose as authorized by the State Constitution or it Home Rule Powers. B. Types of Debt Issued i) Short-Term (three years or less) The Village may issue short-term debt to finance the purchase of capital equipment having a life exceeding one year or provide increased flexibility in financing programs. ii) Long-Term (more than three years) The Village may issue long-term debt which may include, but not limited to, general obligation bonds, certificates of participation, capital appreciation bonds, tax increment allocation revenue bonds, special assessment bonds, special service area bonds, self- liquidation bonds and double barreled bonds. The Village may also enter into long-term leases for public facilities, property, and equipment with a useful life greater than one year. C. Capital Improvement Program The Capital Improvement Plan (CIP) as approved by the Village Board shall determine the Village’s capital needs. The program shall be a five-year plan for the acquisition, development and/or improvement of the Village’s infrastructure. The first year of the program shall be the Capital Budget. If the current resources are insufficient to meet the needs identified in the Capital Budget, the Village Board may consider incurring debt to fund the shortfall. The Village Board, upon advice from the Village’s financial advisor, may also consider funding multiple years of the Capital Improvement Program by incurring debt. The CIP should be revised and supplemented each year in keeping with the Village’s policies on debt management. D. Structure of Debt Issues The duration of a debt issue shall not exceed the economic or useful life of the improvement or asset that the issue is financing. The Village shall design the financing schedule and repayment of the debt so as to take best advantage of market conditions and, as practical, to recapture or maximize its credit capacity for future use, and moderate the impact to the taxpayer. E. Sale of Securities All debt issues should be sold through a competitive bidding process based upon the lowest offered True Interest Cost (TIC), unless the Board deems a negotiated sale the most advantageous to the Village. F. Credit Enhancements The Village may enter into agreements with commercial banks or other financial entities for the purpose of acquiring letters of credit, municipal bond insurance, or other credit enhancements that will provide the Village with access to credit under terms and as specified in such agreements when their use is judged cost effective or otherwise advantageous. Any such agreements shall be approved by the Village Board. III. LEGAL CONSTRAINTS AND OTHER LIMITATIONS ON THE ISSUANCE OF DEBT The Village Board may utilize the guidelines established by this policy, or may choose, in its discretion, to consider other relevant factors in incurring debt. The validity of any debt incurred in accordance with applicable law shall not be invalidated, impaired or otherwise affected by non-compliance with any part of the procedure set forth pursuant to this policy. A. State Law 367 30 ILCS 305/0.01, et. Seq.: the short title is “The Bond Authorization Act.” B. Authority for Debt The Village may, by bond ordinance, incur indebtedness or borrow money, and authorize the issue of negotiable obligations, including refunding bonds, for any capital improvement of property, land acquisition, or any lawful purpose except current expenses, unless approved by the Village Board. C. Debt Limitation Because the Village of Buffalo Grove is a Home Rule Community, the debt limitations of the bond laws are not applicable. D. Methods of Sale All bonds shall be sold at a public sale, except that bonds may be sold at a private sale in accordance with 30 ILCS 350/10. The Village may issue short-term notes by negotiated sale if the bond ordinance or subsequent resolution so provides. i) Bonds All bonds will mature within the period or average period of usefulness of the assets financed; and the bonds will mature in installments, the first of which is payable not more than five years from the dated date of the bonds. Term bonds may be allowable if recommended by the Village’s financial advisor and approved by the Village Board. ii) Financial Advisor To ensure independence, the Financial Advisor will not bid on nor underwrite any Village debt issues on which it is advising. IV. DEBT ADMINISTRATION A. Financial Disclosures The Village shall prepare appropriate disclosures as required by the Security and Exchange Commission, the federal government, the State of Illinois, rating agencies, underwriters, investors, agencies, taxpayers, and other appropriate entities and persons to ensure compliance with applicable laws and regulations. B. Review of Financing Proposals All capital financing proposals that involve a pledge of the Village’s credit through the sale of securities, execution of loans or lease agreements and/or otherwise directly involve the lending or pledging of the Village’s credit shall be referred to the Director of Finance/Treasurer who shall determine the financial feasibility, and the impact on existing debt of such proposal, and shall make recommendations accordingly to the Village Manager. C. Establishing Financing Priorities The Director of Finance/Treasurer shall administer and coordinate the Village’s debt issuance program and activities, including timing of issuance, method of sale, structuring the issue, and marketing strategies. The Director of Finance/Treasurer along with the Village’s financial advisor shall meet, as appropriate, with the Village Manager and Village Board regarding the status of the current year’s program and to make specific recommendations. D. Rating Agency Relations The Village shall endeavor to maintain effective relations with the rating agencies. The Village Manager, Director of Finance/Treasurer, and the Village’s financial advisors should meet with, make presentations to, or otherwise communicate with the ratings agencies on a consistence and regular basis in order to keep the agencies informed concerning the Village’s capital plan, debt issuance program, and other appropriate financial information. 368 E. Refunding Policy The Village should consider refunding outstanding debt when legally permissible and financially advantageous. A net present value debt service savings of at least three percent or greater should be achieved. F. Post-Issuance Compliance The Finance Director/Treasurer shall be responsible for following post-issuance compliance for all debt issues. The procedures are noted in the Post-Issuance Procedures Manual for Tax-Exempt Bonds Issued by The Village of Buffalo Grove. V. GLOSSARY OF TERMS Ad Valorem Tax – A direct tax based “according to value” of property. Advanced Refunding Bonds – Bonds issued to refund an outstanding bond issue prior to the date which the outstanding bonds become due or callable. Proceeds of the advanced refunding bonds are deposited in escrow with a fiduciary, invested in United States Treasury Bonds or other authorized securities, and used to redeem the underlying bonds at maturity or call date. Amortization – the process of paying the principal amount of an issue of bonds by periodic payments either directly to bondholders or to a sinking fund for the benefit of bondholders. Arbitrage – Usually refers to the difference between the interest paid on the tax-exempt securities and the interest earned by investing the proceeds in higher yielding taxable securities. Internal Revenue Service regulations govern arbitrage (references I.R.S. Reg. 1.103-13 through 1.103-15). Arbitrage Bonds – Bonds which are deemed by the I.R.S. to violate federal arbitrage regulations. The interest on such bonds becomes taxable and the bondholders must include this interest as part of gross income for federal income tax purposes (I.R.S. Reg. 1.103-13 through 1.103-15). Assessed Value – An annual determination of the just or fair market value of property for purposes of ad valorem taxation. Basis Point – 1/100 of one percent. Bond – Written evidence of the issuer’s obligation to repay a specified principal amount on a date certain, together with interest at a stated rate, or according to a formula for determining that rate. Bond Anticipation Notes (BANS) – Short -term interest bearing notes issued by a government in anticipation of bonds to be issued at a later date. The notes are retired from proceeds of the bond issue to which they are related. Bond Counsel – An attorney retained by the Village to render a legal opinion whether the Village is authorized to issue the proposed bonds, has met all legal requirements necessary for issuance, and whether interest on the bonds is, or is not, exempt from federal and state income taxation. Bonded Debt – The portion of an issuers total indebtedness represented by outstanding bonds. Callable Bond – A bond which permits or requires the issuer to redeem the obligation before the state maturity date at a specified price, the call price, usually at or above par value. 369 Capital Appreciation Bonds (CAB) – A long-term security on which the investment return is reinvested at a state compound rate until maturity. The investor receives a single payment at maturity representing both the principal and investment return. Commercial Paper – Very short-term, unsecured promissory notes issued in either registered or bearer form, and usually backed by a line of credit with a bank. Coupon Rate – The annual rate of interest payable on a coupon bond (a bearer bond or bond registered as to principal only, carrying coupons evidencing future interest payments), expressed as a percentage of the principal amount. Debt Limit – The maximum amount of debt which an issuer is permitted to incur under constitutional, statutory or charter provision. Debt Service – The amount of money necessary to pay interest on an outstanding debt, the serial maturities of principal for serial bonds, and the required contributions to an amortization or sinking fund for term bonds. Demand Notes (Variable Rate) – A short-term security which is subject to a frequently available put option feature under which the holder may put the security back to the issuer after giving specified notice. Many of these securities are floating or variable rate, with the put option exercisable on dates on which the floating rate changes. Double Barreled Bonds (Alternative Revenue Bonds) – A bond which is payable from the revenues of a governmental enterprise and are also backed by the full faith and credit of the governmental unit. Enterprise Funds - Funds that are financed and operated in a manner similar to private business in that goods and services provided are financed primarily through user charges. General Obligation Bond - A bond for whose payment the full faith and credit of the issuer has been pledged. More commonly, but not necessarily, general obligation bonds are payable from ad valorem property taxes and other general revenues. Lease Purchase Agreement (Capital Lease) - A contractual agreement whereby the government borrows funds from a financial institution or a vendor to pay for capital acquisition. The title to the asset(s) normally belongs to the government with the lessor acquiring security interest or appropriate lien therein. Letter of Credit - A commitment, usually made by a commercial bank, to honor demands for payment of a debt upon compliance with conditions and/or the occurrence of certain events specified under the terms of the commitment. Level Debt Service - An arrangement of serial maturities in which the am ount of principal maturing increases at approximately the same rate as the amount of interest declines. Lon g-Term Debt - Long -term debt is defined, for purposes of this policy, as any debt incurred whose final maturity is more than three years. Maturity - The date upon which the principal of a municipal bond becomes due and payable to bondholders. Mini-bonds - A small denomination bond directly marketed to the public. Net Interest Cost (NIC) - The traditional method of calculating bids for new issues of municipal securities. The total dollar amount of interest over the life of the bonds is adjusted by the amount of premium or discount bid, and then reduced to an average annual rate. The other method is known as the true interest cost (see "true interest cost"). 370 Offering Circular - Usually a preliminary and final document prepared to describe or disclose to investors and dealers information about an issue of securities expected to be offered in the primary market. As a part of the offering circular, an official statement shall be prepared by the Village describing the debt and other pertinent financial and demographic data used to market the bonds to potential buyers. Other Contractual Debt - Purchase contracts and other contractual debt other than bonds and notes. Other contractual debt does not affect annual debt limitation and is not a part of indebtedness within the meaning of any constitution or statutory debt limitation or restriction. Par Value or Face Amount - In the case of bonds, the amount of principal which must be paid at maturity. Parity Bonds - Two or more issues of bonds which have the same priority of claim or lien against pledged revenues or the issuer's full faith and credit pledge. Principal - The face amount or par value of a bond or issue of bonds payable on stated dates of maturity. Private Activity Bonds - One of two categories of bonds established under the Tax Reform Act of 1986, both of whom are subject to certain tests and State volume caps to preserve tax exemption. Ratings - Evaluations of the credit quality of notes and bonds, usually made by independent rating services, which generally measure the probability of the timely repayment of principal and interest on municipal bonds. Refunding Bonds - Bonds issued to retire bonds already outstanding. Registered Bond - A bond listed with the registrar as to ownership, which cannot be sold or exchanged without a change of registration. Reserve Fund - A fund which may be used to pay debt service if the sources of the pledged revenues do not generate sufficient funds to satisfy the debt service requirements. Self-Supporting or Self Liquidating Debt - Debt that is to be repaid from proceeds derived exclusively from the enterprise activity for which the debt was issued. Short-Term Debt -Short-term debt is defined for purposes of this policy as any debt incurred whose final maturity is three years or less. Spread - The income earned by the underwriting syndicate as a result of differences in the price paid to the issuer for a new issue of municipal bonds, and the prices at which the bonds are sold to the investing public, usually expressed in points or fractions thereof. Tax-Exempt Bonds - For municipal bonds issued by the Village tax-exempt means interest on the bonds are not included in gross income for federal income tax purposes; the bonds are not items of tax preference for purposes of the federal, alternative minimum income tax imposed on individuals and corporations; and the bonds are exempt from taxation by the State of Illinois. Tax Increment Bonds - Bonds secured by the incremental property tax revenues generated from a redevelopment project area. Term Bonds - Bonds coming due in a single maturity. True Interest Cost (TIC) - Also known as Canadian Interest Cost. A rate which, when used to 371 discount each amount of debt service payable in a bond issue, will produce a present value precisely equal to the amount of money received by the issuer in exchange for the bonds. The TIC method considers the time value of money while the net interest cost (NIC) method does not. Yield to Maturity - The rate of return to the investor earned from payments of principal and interest, with interest compounded semiannually and assuming that interest paid is reinvested at the same rate. Zero Coupon Bond - A bond which pays no interest, but is issued at a deep discount from par, appreciating to its full value at maturity. Dated April 18, 2016 372 Village of Buffalo Grove Fixed Asset and Capital Equipment Capitalization Policy 373 Fixed Asset and Capital Equipment Capitalization Purpose and Overview: The government’s role is to provide services to its citizens and as part of that duty, a responsibility exists to maintain stewardship over the resources that are used to provide those services. Control over fixed assets is necessary to ensure that these assets are used properly and efficiently. Appropriate systems and procedures will be established and revised from time-to-time in order to be assured that assets are adequately controlled. The purpose of recording the general fixed assets of the Village is primarily for stewardship purposes, in order to provide for physical and dollar control, and for an accounting of general governmental capital planning and acquisitions over the years. In addition, generally accepted accounting principles as they apply to public entities require the inclusion of financial data regarding fixed and general asset accounting within the Village’s Comprehensive Annual Financial Report. Assets included within a fixed asset control system should possess the following attributes: 1. They must be tangible 2. Have a useful life of greater than one year 3. Be of a "significant" dollar value The general purpose given to recording fixed and general assets is to facilitate the protective custody of the property. A good system permits the fixation of responsibility of custody and for the proper use of specific assets within the using department(s). The taking of an actual physical inventory on a regular basis can increase the control capabilities of the Village’s system and help insure overall integrity. Other purposes usually cited for asset control is: 1. Insuring assets for risk management purposes 2. Centralizing asset documentation and reporting systems 3. Developing estimates for asset replacement purposes 4. Allowing for completeness of financial statements 5. Providing for management of fixed assets regarding acquisition, declaration of surplus and disposition. The end purpose of this Policy will be to provide a guide to the organization, inventory and reporting of data for the Village of Buffalo Grove’s Fixed and General Asset Management System. Asset Control Policy: The following will apply regarding asset control policies for the Village of Buffalo Grove: 1. All assets acquired by the Village will be recorded within the Fixed Asset Management System maintained within Lotus Notes as an independent database. Assets to be controlled should be acquired as a capital acquisition and possess a significant value. The minimum value for control purposes will be $10,000 per individual piece of equipment. Equipment carrying a value less than $10,000 will be accounted for internally based the type of asset and upon the discretion of the Department Director. The capitalization threshold for capital construction and/or infrastructure improvements will be $25,000. 2. The cost of the asset will include the actual purchase price plus any other additional charges incurred to put the asset into service. Absent any data on original cost, a realistic estimate will be used. New capital construction will be value as the sum of all charges and costs to put the asset into service. 3. Responsibility for all asset control will be assigned to the individual department. All changes in the inventory for whatever reason must be reported by that department. 4. The system will be maintained by the Department of Finance and General Services but will be available within the MIS network within Lotus Notes as a read-only database. Finance will input new acquisitions as well as deletions and transfers. The status of all assets will be posted through an Inventory Control Record. 374 5. The department initiating an acquisition, deletion or transfer of an asset should notify the Finance Department of these events. Changes to the database will be initiated as appropriate. 6. All asset acquisitions should be by purchase order unless they are for assets donated or contributed to the Village. All deletions/retirements will be declared surplus by ordinance. Such ordinances will be prepared by the Finance Department. 7. All asset acquisitions will be identified, when appropriate, with tags provided by the Finance Department. Tags will be affixed to the asset acquired by department personnel. 8. At a minimum once per year, an inventory will be conducted of all general fixed assets. This will be prior to the conclusion of the fiscal year and will be used for posting to the Village’s financial records and for preparation of any surplus declaration. 9. Any final inventory values will be considered the official financial record of the Village subject to independent review and audit. Costing of General Fixed Assets: General fixed assets should be recorded at their original cost; if original cost is unknown, an estimate will be acceptable if reasonable and customary for similar assets. As stated, an asset that is to be included within the inventory should have a significant value. The significant value test is mostly subjective, and accordingly, it is necessary to exercise some level of judgment in determining which items should be treated as controlled assets. The judgment will be minimized when controls are improved when capitalization policies are in place and accepted. Maintaining the System: Accounting for additions can be accomplished through several methods. Data from purchasing records for all assets that are quantified are to be noted on the departmental requisition/purchase order for identification and entry into the database. Accounting for deletions can be more difficult because of trade-ins, transfers, retirements, loss or strip downs for spare parts. The database will be considered the primary link between the individual asset and the general ledger fixed asset accounts. It should be possible to reconcile the detail in the fixed asset database with the general ledger control account(s). The basic elements to be included as part of the asset record will be as follows: • Description of the asset • Model and serial numbers • Date acquired/deleted/changed • Purchasing department as well as location of the asset • Estimated useful life • Cost, purchase order number, vendor • Asset control number • Date, method and authorization for disposition Other information may be requested, as is determined necessary to maintain the control system. Once the asset control system is in place and operational, it will be necessary to perform periodic reviews to determine whether the system has been properly established, supported and functioning. The objective of an inventory is to determine if the assets are still in service, on-hand and to make any corrective actions as soon as possible. In addition to what is assumed would be a full departmental inventory, periodic review can consist of any of the following: 1. Reconciling the asset control ledgers to the Village’s general ledger 2. Tracing a random sample of assets from the database to the physical location of assets 3. Taking the database list and tracing a random sample of entries to actual assets Tagging of Assets: 375 There will be two primary considerations when a decision is made to tag an asset. First, is it important to identify this individual asset from another of a similar kind? Will records need to be changed each time the asset moves to a new location of is retired? If the answer is yes to both questions, the assets should and will be tagged. Inventory control numbers will be assigned in consecutive order without regard to type of asset or location. The use of a permanent number (unless lost and replaced) permits control over an asset throughout its useful life regardless of status until such asset is retired or disposed of. Once an asset is disposed, the number will be retired and not reissued. Placement location will be left to the discretion of the department. Ideally, tags will be placed where they are accessible and not subject to defacement or marring by normal activity. Inventory Control Record: Anytime the status of an asset is affected, the Inventory Control Record (attached) must be completed by the initiating department. With an acquisition, the Record will be prepared by the Department of Finance and General Services although this does not preclude a purchasing department from preparing a Record in the case of a donation or acquisition that may be occur. With an acquisition, a copy of the Record will be returned to the purchasing department with an assigned control tag. Amendments and Adoptions to current Village of Buffalo Grove Policies: The policies in the budget document are all reflective of their current, board approved, versions. Policies and procedures are examined by staff annually, in some cases they may be looked more frequently depending on the demands of the residents, department efficiencies, or market demands. Any changes that are proposed by staff and presented to the board for approval are done so in a manner that they are a standalone amendment to the current ordinance. No policy and procedure shall be passed through the adoption of a larger document, such as the budget or comprehensive annual financial report. Staff will clearly present the proposed amendments to, or adoption of, any policy changes and additions. Each item will be presented as a single item to ensure a transparent explanation of what is requested and the intended outcome of the request. Revenue Collection Policy 1. Purpose The purpose of this document is to serve as a guide to identify major revenue sources, the method of collection, and the process of improving compliance rates. The ability of Village to influence the success of collection is discussed with each category. 2. Scope The scope of this document will be to explore all defined and ordinary revenue streams of the Village. Revenues will be identified by category, which will correspond directly to the budget document. Within each category a discussion of each type or similar type revenue will be addressed. This document will not discuss each revenue line item in the budget, nor will it go in depth about miscellaneous one time or non-recurring revenue. 3. Overview Listed below is an overview of each revenue category that includes a short synopsis of the system of collection of major revenues and the influence the Village has on the collection of the revenue. It also includes a collection plan to improve collection of the revenue. 376 4. Revenue Sources 4.1 Real Estate Taxes Real estate property tax revenues are one of the most stable as collections typically exceed ninety- nine percent of the amount levied each year. Once the counties are directed to extend the levy, the Village has no ability to either control the timing of the tax bill mailings or the collection of the amount due. The counties control the revenue distribution dates to the Village. The counties do add late fees to late payments. In the event the property tax is not collected from a parcel the property will be sold at a judicial sale to recoup the amount owed. The Village does have an option to allow each county to overextend the levy to offset loss in collections. Lake County allows for an over-extension of two percent on the debt service levies. Cook County allows for an overextension of three percent on corporate purpose and pension levies and five percent on debt service levies. Historically, with strong rates of collection, the Village opts out of the over-extension option through resolution. 4.2 Utility Billing Enterprise The Village directly bills all water utility customers for the amount of water consumed and for a storm water management fee. The storm water fee is charged as a flat amount to residential properties and based upon square footage for commercial/industrial properties. In order to create efficiencies in billing, the Village also bills all Lake County sanitary sewer fees to Lake County properties. Over ninety-three percent of the water billing revenue due is paid on time. The entire Village is billed over a two month period. Commercial, industrial and multifamily properties are billing monthly. Lake County single family households are billed on odd months and Cook County single family households are billed on even months. The Village uses a combination of penalties including late fees and service interruption fees to reduce the number of delinquent service accounts. Late fees are assessed to service accounts that fail to pay the amount due by the due date. Water utility customers have approximately twenty-one days to pay the Village. The late fee is charged at a rate of 1.5 percent per month on the balance due. For those accounts that fall into delinquency past sixty days, the account is subject to be shut off. A warning notice is mailed to the service address with the date of the impending service interruption. Once the water is turned off, the customer must pay a service interruption charge to reinstate service. At any point in the billing and collection process, up to water being shut off, a resident can enter into a payment plan for past due balances. Upon a successful completion of the terms of the plan, the customer will avoid losing water service. A utility customer is limited to one payment plan arrangement per year. All customers are required to pay the entire water bill balance, current and outstanding, before a real estate transfer tax stamp is issued. 377 4.3 State Taxes The State is responsible for collecting and remitted base sales taxes (1%), home rule sales tax (1%), income and use tax (per capita), telecommunications tax (6%) and motor fuel tax (per capita). Enforcement of revenue collection is handled by the Illinois Department of Revenue (IDOR). Payments are made to the village on a monthly basis. Staff monitors the IDOR website to ensure timely remittances from the State of Illinois. 4.4 Locally Collected Taxes/Fees The Village collects certain tax revenues, defined by state or local ordinance, directly from the taxpayer. These types of taxes include natural gas ($.05/therm), electricity (sliding usage scale – maximum by statute), and cable franchise (5%). The finance department currently monitors these taxes on a monthly basis for the utility taxes and bi-monthly for the cable franchise fees. Upon a new property being established in the Village, that address is forwarded to the utility companies including, ComEd, NiCOR or Northshore Gas, Comcast and/or AT&T to establish tax collections. Staff is provided with an annual list of accounts by the utility companies to cross reference with the Village’s GIS data. 4.5 Village Imposed Taxes The Village imposes taxes related to locally generated revenue from specific businesses. These taxes are defined by ordinance. These taxes include prepared food and beverage tax(1%) and hotel/motel tax (5%). Staff reviews the State of Illinois tax filings (ST-1) to compare to the amount paid to the Village. The Village requires state tax documentation to be remitted with the payment of these taxes for auditing purposes. The Village reserves the right to audit a businesses’ tax records if staff determines that the business may either be underreporting taxable income or not submitting taxes on a timely basis. Real estate transfer taxes ($3/$1,000 sales consideration) are collected when homes are sold. The real estate transfer tax stamp will not be issued unless all obligations owed the Village are satisfied. 4.6 Licensing Fees Business, tobacco, liquor, vending machine, chauffer, alarm, and pet licenses are minor revenue sources and renew annually. The major licensing efforts are for business licenses that are due January 1st and liquor licenses due May 1st when the renewal period ends the Community Development will send the inspector out to ensure those businesses that did not renew, or the new businesses that did not obtain the proper licenses are no longer conducting business. Businesses found to be without the appropriate licensing will be closed until the license fee and all associated fines for operating without a license are paid. Gaining compliance for pet licensing is a perennial challenge. For animal licensing, the Village will attempt to work with the counties to obtain rabies certificate data. Those residences with a pet that received a rabies inoculation, but did not purchase an animal tag, will receive a notice about the Village ordinance requiring a tag. 4.7 Community Development Revenue and Fees 378 Building development, engineering, contractor registration, plan review, filing, inspection, and permits fees are easy to collect based upon the conditional nature of the fee. Without the payment of the fee work cannot proceed. The Community Development Department performs random inspections of neighborhoods to ensure all work is being completed under permit and to the specifications of adopted building codes. To improve compliance, the Village doubles the cost of permit fees when work is completed without a permit. 4.8 Fines and Administrative Fees Fines and administrative fees are an important revenue into the Village of Buffalo Grove. Certain line items like accident reports, impounding fees, DUI assessments, subpoena fees, and bail fees have a high rate of collection because the user has a direct need as a result of paying those fees. Other items Village ordinance fines, false alarm fees, and paramedic services are more volatile. Paramedic Service fees are collected less than billed due to insurance reductions and in some cases the timeliness is stretched out over a long period of time due to the fact that users do not pay and these fees are ultimately collected through a collection agency or written off. Village ordinance fines are more difficult to collect. There is an escalating penalty based on the length a ticket remains unpaid. There are also two programs in place to recapture unpaid fines. One was mentioned previously, a resident cannot sell a home until all financial obligations are met The second program is the Village’s participation in the Illinois Debt Recovery Program. This program collects any debt due the Village through a garnishment from the debtors pay check or tax refund. This will be an additional part of the regular collection process for the Village of Buffalo Grove. After the debt has been outstanding for seven years it is no longer eligible for the Illinois debt recovery program it will be sent to a collection agency to be recouped. The Village also collects a portion of tickets that go to Cook and Lake County. The Village adopted an Administrative Adjudication Program. Local ordinance violations are sent to administrative adjudication to be heard. Upon the disposition of the hearing, the adjudicate must pay the fine prior to leaving Village Hall. 4.9 Golf Revenues The Village owns and operates two 18 hole golf courses. Fees are charges to play daily golf, use the driving range, to obtain a membership, and purchase merchandise. Collection rates are not an issue as a service or product is not received without payment. 379 4.10 Investment Income The Village has implemented a strategy of purchasing A+ or higher municipal step bonds and other securities backed by FDIC, insurance, or the full faith in credit of the United States Government. The terms will be staggered to take advantage of better interest rates on longer term investments, while concurrently investing in short term ventures that yield a competitive term and make funds available as the Village needs them based on the cash flow analysis completed by the finance department. The collection of this revenue is highly reliable and therefore there is no plan to improve collections. The Village will look for opportunities to increase revenue by continuous reviewing collection patterns of revenue and examine methods to increase the compliance rates. The policy will be reviewed annually and amended with new sources of revenue and/or changes in the strategies to collect the revenue. 380 Village of Buffalo Grove Revenue Collection Policy 381 VILLAGE OF BUFFALO GROVE – REVENUE COLLECTION POLICY 1. Purpose The purpose of this document is to serve as a guide to identify major revenue sources, the method of collection, and the process of improving compliance rates. The ability of Village to influence the success of collection is discussed with each category. 2. Scope The scope of this document will be to explore all defined and ordinary revenue streams of the Village. Revenues will be identified by category, which will correspond directly to the budget document. Within each category a discussion of each type or similar type revenue will be addressed. This document will not discuss each revenue line item in the budget, nor will it go in depth about miscellaneous one time or non-recurring revenue. 3. Overview Listed below is an overview of each revenue category that includes a short synopsis of the system of collection of major revenues and the influence the Village has on the collection of the revenue. It also includes a collection plan to improve collection of the revenue. 4. Revenue Sources 4.1 Real Estate Taxes Real estate property tax revenues are one of the most stable as collections typically exceed ninety- nine percent of the amount levied each year. Once the counties are directed to extend the levy, the Village has no ability to either control the timing of the tax bill mailings or the collection of the amount due. The counties control the revenue distribution dates to the Village. The counties do add late fees to late payments. In the event the property tax is not collected from a parcel the property will be sold at a judicial sale to recoup the amount owed. The Village does have an option to allow each county to overextend the levy to offset loss in collections. Lake County allows for an over-extension of two percent on the debt service levies. Cook County allows for an overextension of three percent on corporate purpose and pension levies and five percent on debt service levies. Historically, with strong rates of collection, the Village opts out of the over-extension option through resolution. 4.2 Utility Billing Enterprise The Village directly bills all water utility customers for the amount of water consumed and for a storm water management fee. The storm water fee is charged as a flat amount to residential properties and based upon square footage for commercial/industrial properties. In order to create efficiencies in billing, the Village also bills all Lake County sanitary sewer fees to Lake County properties. Over ninety-three percent of the water billing revenue due is paid on time. The entire Village is billed over a two month period. Commercial, industrial and multifamily properties are billing monthly. Lake County single family households are billed on odd months and Cook County single family households are billed on even months. 382 The Village uses a combination of penalties including late fees and service interruption fees to reduce the number of delinquent service accounts. Late fees are assessed to service accounts that fail to pay the amount due by the due date. Water utility customers have approximately twenty-one days to pay the Village. The late fee is charged at a rate of 1.5 percent per month on the balance due. For those accounts that fall into delinquency past sixty days, the account is subject to be shut off. A warning notice is mailed to the service address with the date of the impending service interruption. Once the water is turned off, the customer must pay a service interruption charge to reinstate service. At any point in the billing and collection process, up to water being shut off, a resident can enter into a payment plan for past due balances. Upon a successful completion of the terms of the plan, the customer will avoid losing water service. A utility customer is limited to one payment plan arrangement per year. All customers are required to pay the entire water bill balance, current and outstanding, before a real estate transfer tax stamp is issued. 4.3 State Taxes The State is responsible for collecting and remitted base sales taxes (1%), home rule sales tax (1%), income and use tax (per capita), telecommunications tax (6%) and motor fuel tax (per capita). Enforcement of revenue collection is handled by the Illinois Department of Revenue (IDOR). Payments are made to the village on a monthly basis. Staff monitors the IDOR website to ensure timely remittances from the State of Illinois. 4.4 Locally Collected Taxes/Fees The Village collects certain tax revenues, defined by state or local ordinance, directly from the taxpayer. These types of taxes include natural gas ($.05/therm), electricity (sliding usage scale – maximum by statute), and cable franchise (5%). The finance department currently monitors these taxes on a monthly basis for the utility taxes and bi-monthly for the cable franchise fees. Upon a new property being established in the Village, that address is forwarded to the utility companies including, ComEd, NiCOR or Northshore Gas, Comcast and/or AT&T to establish tax collections. Staff is provided with an annual list of accounts by the utility companies to cross reference with the Village’s GIS data. 4.5 Village Imposed Taxes The Village imposes taxes related to locally generated revenue from specific businesses. These taxes are defined by ordinance. These taxes include prepared food and beverage tax(1%) and hotel/motel tax (5%). Staff reviews the State of Illinois tax filings (ST-1) to compare to the amount paid to the Village. The Village requires state tax documentation to be remitted with the payment of these taxes for auditing purposes. 383 The Village reserves the right to audit a businesses’ tax records if staff determines that the business may either be underreporting taxable income or not submitting taxes on a timely basis. Real estate transfer taxes ($3/$1,000 sales consideration) are collected when homes are sold. The real estate transfer tax stamp will not be issued unless all obligations owed the Village are satisfied. 4.6 Licensing Fees Business, tobacco, liquor, vending machine, chauffer, alarm, and pet licenses are minor revenue sources and renew annually. The major licensing efforts are for business licenses that are due January 1st and liquor licenses due May 1st when the renewal period ends the Community Development will send the inspector out to ensure those businesses that did not renew, or the new businesses that did not obtain the proper licenses are no longer conducting business. Businesses found to be without the appropriate licensing will be closed until the license fee and all associated fines for operating without a license are paid. Gaining compliance for pet licensing is a perennial challenge. For animal licensing, the Village will attempt to work with the counties to obtain rabies certificate data. Those residences with a pet that received a rabies inoculation, but did not purchase an animal tag, will receive a notice about the Village ordinance requiring a tag. 4.7 Community Development Revenue and Fees Building development, engineering, contractor registration, plan review, filing, inspection, and permits fees are easy to collect based upon the conditional nature of the fee. Without the payment of the fee work cannot proceed. The Community Development Department performs random inspections of neighborhoods to ensure all work is being completed under permit and to the specifications of adopted building codes. To improve compliance, the Village doubles the cost of permit fees when work is completed without a permit. 4.8 Fines and Administrative Fees Fines and administrative fees are an important revenue into the Village of Buffalo Grove. Certain line items like accident reports, impounding fees, DUI assessments, subpoena fees, and bail fees have a high rate of collection because the user has a direct need as a result of paying those fees. Other items Village ordinance fines, false alarm fees, and paramedic services are more volatile. Paramedic Service fees are collected less than billed due to insurance reductions and in some cases the timeliness is stretched out over a long period of time due to the fact that users do not pay and these fees are ultimately collected through a collection agency or written off. Village ordinance fines are more difficult to collect. There is an escalating penalty based on the length a ticket remains unpaid. There are also two programs in place to recapture unpaid fines. One was mentioned previously, a resident cannot sell a home until all financial obligations are met The second program is the Village’s participation in the Illinois Debt Recovery Program. This program collects any debt due the Village through a garnishment from the debtors pay check or 384 tax refund. This will be an additional part of the regular collection process for the Village of Buffalo Grove. After the debt has been outstanding for seven years it is no longer eligible for the Illinois debt recovery program it will be sent to a collection agency to be recouped. The Village also collects a portion of tickets that go to Cook and Lake County. The Village adopted an Administrative Adjudication Program. Local ordinance violations are sent to administrative adjudication to be heard. Upon the disposition of the hearing, the adjudicate must pay the fine prior to leaving Village Hall. 4.9 Golf Revenues The Village owns and operates two 18 hole golf courses. Fees are charges to play daily golf, use the driving range, to obtain a membership, and purchase merchandise. Collection rates are not an issue as a service or product is not received without payment. Both golf courses are home to restaurant facilities that are required to pay rent for use of the Village owned facilities. Both tenants currently pay 5 percent of the net earnings from their restaurant operations back to the village. The funds are due by the 15th of the concurring month. The rent payment is to be accompanied by the state of Illinois sales tax submission document to ensure the appropriate amount is paid to the Village as an internal audit of the process. Within the lease agreement is the option for Village staff to inspect financial records. 4.10 Investment Income The Village has implemented a strategy of purchasing A+ or higher municipal step bonds and other securities backed by FDIC, insurance, or the full faith in credit of the United States Government. The terms will be staggered to take advantage of better interest rates on longer term investments, while concurrently investing in short term ventures that yield a competitive term and make funds available as the Village needs them based on the cash flow analysis completed by the finance department. The collection of this revenue is highly reliable and therefore there is no plan to improve collections. The Village will look for opportunities to increase revenue by continuous reviewing collection patterns of revenue and examine methods to increase the compliance rates. The policy will be reviewed annually and amended with new sources of revenue and/or changes in the strategies to collect the revenue. 385 Village of Buffalo Grove Procurement Policy 386 Table of Contents Village of Buffalo Grove Procurement Policy ................................... 40 Introduction ............................................................................................ 40 Procurement Guidelines & Summary ........................................................ 41 Responsibilities of Purchasing agents ...................................................... 42 The Chief Procurement Officer’s responsibilities 42 The Village Manager’s responsibilities 43 Department and employee responsibilities 44 Volunteers 44 The Chief Procurement Officer’s responsibilities to Vendors 45 The Vendor’s responsibilities to Village of Buffalo Grove 45 Payment ................................................................................................. 46 Conflicts of Interest ................................................................................. 46 Gifts and Favors ...................................................................................... 46 Procurement Methods ............................................................................. 47 Petty Cash 47 Advance Check Request 47 Purchase Orders 47 Blanket Purchase Orders 48 Procurement Card Program 48 Special Procurement............................................................................... 48 Electronic Equipment 48 Electronic Equipment Maintenance 48 Vehicles/Equipment Repair 49 Buildings 49 Maintenance Agreements 49 Environmentally Preferable Purchasing .................................................... 50 387 Written Contracts ................................................................................... 51 Multi-Year Contracts 51 Informal Purchases ................................................................................. 52 Informal Buying Requirements – Purchases of $250.00 or Less 52 Informal Quote Requirements – Purchases Between $250.01 to $5000.00 52 Informal Proposal Requirements – Purchases Between $5000.01 to $25,000.00 52 Informal Purchase Exceptions 52 Formal Procurement Requirements .......................................................... 53 Competitive Sealed Bids 53 Standard for Awarding Bid 53 Bid/Quote Records 53 Requests for Proposals 54 Quality Based Selection (QBS) or Request for Qualifications (RFQu) 54 Exceptions to Bid/Procurement Requirements .......................................... 55 Sole Source Procurement 55 Emergency Procurements 55 Professional Services 55 Fuel Procurement 55 Cooperative Procurement 55 Natural Gas and Electric Supply 55 Appendix A ............................................................................................. 57 Formal Bid Requirements 57 Appendix B ............................................................................................. 63 Competitive Sealed Proposals. 63 Appendix C ............................................................................................. 69 Village of Buffalo Grove Public Contract Statements 69 Appendix D ............................................................................................. 70 388 Causes for Debarment 70 Appendix E ............................................................................................. 72 Qualified Vendor 72 Automated Clearing House 73 Tax Exempt Letter 74 Appendix F ............................................................................................. 75 Procurement Card Policy 75 Appendix G ............................................................................................. 82 Petty Cash Reimbursement Request 82 Appendix H ............................................................................................. 83 Advance Check Request Form 83 Appendix I .............................................................................................. 84 Prevailing Wage Rider 84 Appendix J.............................................................................................. 88 Asset Sharing Policy 88 Appendix K ............................................................................................. 90 Change Orders 90 Appendix L ............................................................................................. 92 Vendor Evaluation Form 92 Appendix M ............................................................................................. 94 QBS Procedures - using State, MFT(motor fuel tax) or TBP(township bridge project) Funds 94 QBS Procedures - Federally Funded Consultant Services 97 Source material for Appendix A and B: American Bar Association The 2000 Model Procurement Code for State and Local Government. 389 Village of Buffalo Grove Procurement Policy Introduction This procurement policy is intended for use as a guide to the Village of Buffalo Grove procurement methods. When used properly, the policies will enable the Village to obtain needed materials, equipment, supplies, and services efficiently and economically. While this policy does not answer all questions related to purchasing, it does provide the foundation for a sound procurement policy. This policy is intended for use by the Village’s Personnel as a general reference and will be revised as policies and procedures require revisions or clarification. This procurement policy may sometimes hereafter by referred to as “policy” The basic goals of the Village’s procurement program are: 1. To comply with the legal requirements of public procurement and purchasing. 2. To assure vendors that impartial and equal treatment is afforded to all who wish to do business with the Village. 3. To receive maximum value for each dollar spent by awarding purchase orders to the lowest responsible bidder, taking into consideration quality, performance, technical support, delivery schedule, past performance and other relevant factors. 4. To provide Village departments the required goods, equipment and services at the time and place needed and in the proper quantity and quality. 5. To promote environmentally safe products and services while taking into consideration factors such as price, performance, availability and safety. 6. To promote good and effective vendor relations, cultivated by informed and fair buying practices and strict maintenance of ethical standards. The purpose of this purchasing policy is to provide the Village of Buffalo Grove staff with guidelines and directions for the acquisition of goods and services. This policy is designed to be a fluid document and will be modified from time to time to conform to changes in legislation, technology and actual practice. The Village Manager, or his/her designee, shall be the final authority with regards to enforcement of any of the provisions of this policy. Failure to follow the procedures outlined in this policy may lead to disciplinary action in accordance with the provisions of the Village of Buffalo Grove Personnel Manual. This policy is not intended to provide third parties with any specific rights when transacting with the Village of Buffalo Grove. All policies and procedures in this Policy are subject to modification by the appropriate Village employees and, therefore, vendors or other third parties shall not be entitled to rely on the contents of this policy. 390 Procurement Guidelines & Summary Amount Of Purchase Procurement Method Notification Approval* Purchases of $150.00 or less Petty Cash Procedures Credit Card Supervisor or Designee Supervisor or Designee $150.01 to $250.00 Purchases Credit Card Invoice submitted Department Supervisor or Designee Department Supervisor or Designee $250.01 to $2,499.99 Purchases Quotes (verbal, fax, email, written) 3 Quotes Recommended Purchase Order Procedure Department Supervisor or Designee Department Director or Chief Procurement Officer $2,500.00 to $5,000 Purchases Quotes (written, faxed or email) 3 Quotes Required Purchase Order Procedure Deputy Department Director or Designee Department Director or Chief Procurement Officer $5,000.01 to $25,000.00 Purchases Contact the Chief Procurement Officer or Buyer Informal Procurement Process Purchase Order Procedures Department Director or Chief Procurement Officer or Buyer Village Manager, Chief Procurement Officer Purchase Exceeds $25,000.00 Contact the Chief Procurement Officer or Buyer Formal Procurement Process Award by Village Board Village Manager or Designee Village Board Ultimate authority to make purchases resides with the Village Board. *Approval limits are further detailed on pages 42 - 44 391 Responsibilities of Purchasing agents The Chief Procurement Officer’s responsibilities 1. The Administrative Services Director shall fulfil the role of the Chief Procurement Officer, with the Buyer fulfilling this role on an as needed basis. 2. Facilitate the involvement of local vendors in the Village’s procurement policy. 3. Impartial judgments in the selection of vendors which are based on product quality, price, warranty, and performance and vendor delivery, service, and performance. 4. Complying with all Village procurement procedures and State Statutes covering procurement and disposal. 5. Reviewing inventory procedures and recommending solutions that reduce carrying costs and improve availability. 6. Determine the most appropriate method of procurement for a given good or service. 7. Preparing formal bid packets and quotation requests. 8. Managing the formal bid process, including advertising for bids, notifying vendors, accepting bid proposals, opening bids, tabulating bids, and serving as the primary resource for questions from vendors. 9. Maintaining adequate procurement records, including a database of vendors established in an accessible vendor file. 10. Upon request, assist departments in locating the best source for supplies, materials, and equipment. 11. Assisting departments in conducting negotiations with vendors concerning prices, bids, terms, deliveries, and adjustments. 12. Maintaining a central file of contracts and related documents including but not limited to certified payroll submissions and associated waivers of lien. 13. Assist departments with the informal bid process. 14. Review and approval of all purchase orders of $20,000 or less. 15. Creation of purchase orders in excess of $25,000 392 The Village Manager’s responsibilities 1. Purchase all materials, supplies, equipment, personal services and contracts for which funds are provided in the budget, but no item or personal service which exceeds any budget appropriation may be purchased. 2. For a purchase of more than twenty five thousand dollars, with the exception of professional services, the Village Manager should solicit bids and such bids shall be presented to the Corporate Authorities for approval. 3. The Village Manager shall seek formal bids or proposals for any public improvement which will exceed twenty five thousand dollars, which is not to be paid for in whole or in part by a special assessment or special tax. 4. The Village Manager will make recommendations to the Corporate Authorities with respect to all formal bids or proposals. 5. The Village Manager may issue rules and regulations governing requisitions and the transaction of the business of the purchasing agent and the heads of departments, officers and employees of the Village. 6. In case of circumstances creating an emergency, the Village Manager may, without prior consent of the Corporate Authorities, award contracts and make purchases for the purpose of meeting the emergency. In such cases the Village Manager will notify the Corporate Authorities as soon as is practicable of all emergency procurements that exceed $25,000 7. The Village Manager shall approve all purchase orders in excess of $20,000 393 Department and employee responsibilities 1. It is the responsibility of each department to requisition goods and services in such a way as to allow time for competitive bidding, ordering, and delivery of materials. Exceptions shall be made only on rare occasions, when a true emergency exists. 2. It is the responsibility of the Department director or his designee, in consultation with the Chief Procurement Officer, to obtain these goods based upon competitive bids and to give consideration to product price, value, quality, performance, and delivery. 3. While the Department director may delegate minor purchases to employees, he/she is still responsible for ensuring such purchases are made according to the provisions of this policy. 4. No Department Director or employee is authorized to make any commitment to any salesperson or firm that will bind the Village in any way. During meetings with salespersons, no employee shall make any indication that he/she will recommend a particular product for purchase. 5. It is the responsibility of all Village of Buffalo Grove employees to comply with all rules and regulations set forth herein. As directed by the Village Manager, any employee deliberately violating the policy regarding unauthorized purchases shall be held personally accountable for the purchases. Failure to follow the procedures outlined in the Policy may lead to disciplinary action in accordance with the provisions of the Village of Buffalo Grove Employee Manual. 6. Employees may be made responsible for the management of certain contracts. It is important for staff to work with the Chief Procurement Officer to understand their responsibilities in managing contracts including the collection of certificates of insurance, waivers of lien, certified payroll, project closeout documents and completion of the Vendor Evaluation form(Appendix L). 7. All contracts/agreements must be submitted to the Village Clerk within 10 calendar days of final signatory executing the contract/agreement. 8. Departments Heads and may approve purchase orders of $5,000 or less Volunteers 1. Volunteers, Committee, Commission members have no authority to purchase on behalf of the Village nor do they have authority to execute contracts on behalf of the Village. Village employees working with volunteers (“Liasons”) shall make purchases for committee/commissions, failure to abide by this rule may be sufficient cause to remove a member from a committee or commission. 394 The Chief Procurement Officer’s responsibilities to Vendors 1. Encourage good Village/vendor relations. 2. Encourage businesses located within the Village to participate in the Village’s procurement policy, by notifying all known in-Village vendors of opportunities to bid. 3. Conduct business with vendors in a professional manner that promotes honesty and fairness. 4. Accept, and in some cases require, samples from vendors to be used for testing. A fair trial shall be given to all samples and the outcome of the test shall be presented to the vendor, in general terms. 5. Make every effort to be available for appointments during normal business hours on reasonable notice. 6. Arrange interviews between salespersons and department directors as needed. 7. Write all correspondence to salespersons and vendors, except when technical details can be better written by the department. 8. Collect and maintain vendor information. The Vendor’s responsibilities to Village of Buffalo Grove 1. Understand the needs of Village of Buffalo Grove and provide the correct service or product at the right price, quality, and quantity that benefits the Village as a whole. 2. Conduct themselves in a professional manner: being honest about the supplies, services and products they represent. 3. Honor purchase orders generated as a result of providing price quotes on specified items and quantities. 4. Respond to Bids, Requests for Proposals, and Requests for Qualifications in a professional and ethical fashion. See Appendix D for causes for debarment from bidding. 5. Complete on a biennial basis the Village of Buffalo Grove online Vendor Registry application located at https://www.vbg.org/bids , updating all required fields. 6. Provide all documents required of them by the Village including but not limited to Village Financial Forms, Waivers of Lien, Insurance documents, Bonds as required and Certified Payroll as required. *Approval limits are further detailed on pages 41-43 395 Payment The Village is bound by State Statute (50 ILCS 505/1 et seq.) which states that payments are to be made pursuant to the Illinois Local Government Prompt Payment Act. It is important to note that all contracts and agreements with Vendors reflect these particular payment terms. Conflicts of Interest The Village Staff shall not knowingly initiate a purchase order when there is a conflict of interest. All known or suspected conflict of interest situations shall be referred to the Office of the Village Manager. A conflict of interest exists when a Village employee or officer (The Village President, the members of the Village Board of Trustees, the Village Clerk, the Village Treasurer, the members of the Zoning Board of Appeals and the Plan Commission, the Village Manager and his Assistant or Assistants, or the heads of the various departments within the Village) is an officer or director of the supplier, or owns five percent (5%) or more of the supplier of products and or services to the Village of Buffalo Grove. Gifts and Favors Employees shall not solicit, accept or agree to accept any gift of any kind from any person or business entity doing business or wishing to do business with the Village, except where said gift is expressly permitted by the Illinois State Officials and Employees Ethics Act (5 ILCS 430/1-5). A "gift" means any gratuity, discount, entertainment, hospitality, loan, forbearance, or other tangible or intangible item having monetary value including, but not limited to, cash, food and drink, and honoraria for speaking engagements related to or attributable to government employment or the official position of an employee. Employees shall comply with the Illinois State Officials and Employees Ethics Act at all times. The Chief Procurement Officer may accept samples from vendors only for the purpose of testing products. 396 Procurement Methods Petty Cash Purpose: To reimburse an employee for small incidental purchases. Appropriate use of the Petty Cash: Petty cash funds may be used for small incidental nonrecurring cash purchases that do not exceed $150.00. The use of petty cash should not be considered as a substitute for regular procurement procedures. It is recommended that wherever possible a Village issued credit card/procurement card be used in the place of petty cash. Requests for reimbursement using petty cash must be accompanied by the Petty Cash Form (Appendix F). These forms must be completed and then submitted to the Accounts Payable Clerk. Advance Check Request Purpose: To request a check for payment when an invoice is not issued. Appropriate use of Advance Check Request for Payment: Occasionally, a check is needed when there is no invoice. These occurrences include, but are not limited to: 1. An employee request for reimbursement for out of pocket expense. 2. Vendors requiring payment in advance. 3. Mail in catalog orders requiring pre-payment. When the Advance Check Request form is used, a cash receipt, a written quote, or a copy of the catalog order must be submitted as supporting documentation. For a copy of the Advance Check Request form see Appendix G. Purchase Orders Purpose: To provide a legal document that places an obligation on both the Village and the vendor. When properly endorsed by the Finance Department, the purchase order obligates the Village to purchase the items listed at the prices stated. The vendor is obligated according to the terms and prices stated on the purchase order to deliver the goods or services. The purchase order provides specifications for goods and services ordered and shipping and billing information. Appropriate Use of the Purchase Order: A purchase order shall be used for procurement of any item or service that requires a written order or any purchase of $250.01 or more. Purchase orders are not required for prepaid orders. 397 Blanket Purchase Orders Purpose: Blanket purchase orders will be used for repetitive purchases from certain vendors. Appropriate Use of the Blanket Purchase Order: If the Village has entered into contract with a Vendor then a Blanket purchase may be issued for each fiscal year of that contract. Departments should follow standard purchase order procedures. For repetitive purchases, rather than issuing a purchase order for each purchase, one purchase order with a dollar limit is issued for a period of up to twelve months. Procurement Card Program A policy has been designed to establish the procedures to be used with the Village of Buffalo Grove’s credit/procurement card program. Refer to Appendix F for the complete policy. Special Procurement Electronic Equipment The IT (Information Technology) Department or the Government Information Technology Consortium (GovITC) will purchase or authorize the purchase of all computers, peripherals, printers, cell phones and all other electronics governed by the Communications and Information Technology Policy. The IT Department or GovITC will then be responsible for communicating to the Office of the Village Manager and requesting a Purchase Order or instructing the department requesting services or equipment to enter the information required to create a Purchase Order. The IT Department or the company contracted by the Village to supply IT services will setup and install equipment in the appropriate departments. Electronic Equipment Maintenance When a copier, large format printer, scanner or multifunction print device requires maintenance, the department should use the contact information located on the device. If you have maintenance or repair need for a cell phone or pager, contact the IT department or the company contracted by the Village to supply IT services. When maintenance or repair is needed for all other electronic equipment, including but not limited to computers, printers, and telephones, the IT department or the company contracted by the Village to supply IT services shall be contacted. The IT department or the company contracted by the Village to supply IT services will either repair, service or make arrangements for outsourcing the repair. 398 Vehicles/Equipment Repair The Central Garage is responsible for the maintenance repair and replacement of all Village owned vehicles. Central Garage personnel will determine when repairs can be made at the garage or should be outsourced. Whenever possible pre-negotiated agreements should be used for outsourced maintenance and repair. Buildings The Public Works Department shall be contacted for Village building repairs and remodeling requests. For Village property the Public Works department will assess the need or problem and recommend the best course of action to correct the problem(s). Repair services for Village buildings or equipment that are not covered by maintenance agreements shall be obtained by the following procedures: 1. Estimates of the repair/improvement work shall be gathered and reviewed before proceeding with the repairs/improvements. 2. As repairs/improvements to public facilities will likely require prevailing wage to be paid, the rider in Appendix I. should be provided to contractors when requesting quotes. 3. If emergency repairs are needed, Emergency Procurement procedures shall be followed. Maintenance Agreements Departments should follow these guidelines for all maintenance agreements: 1. All maintenance agreements must be reviewed by the Village Attorney. 2. Maintenance agreements shall be considered for any equipment/asset that requires frequent adjustment or repairs. 3. Maintenance agreements are a form of contract. Department Directors are not authorized to sign contracts in excess of $5,000.00 4. Copies of all maintenance agreements will be filed with the Chief Procurement Officer. 5. Purchase order procedures shall be followed. 399 Environmentally Preferable Purchasing The purchase and use of products and services can have a profound impact on the environment. The Village of Buffalo Grove recognizes the positive impact that it can make on the environment through purchasing decisions that Village staff make. It is the intent of the Village of Buffalo Grove to integrate environmental considerations into the aspects of procurement. Village staff should seek to reduce the environmental damages associated with their purchases by increasing their acquisition of environmentally preferable products and services to the extent feasible, consistent with price, performance, availability, and safety considerations. 400 Written Contracts Contracts range from written contracts described in this section to purchase orders incorporating specifications, which are also contracts. The following purchases will require contracts: 1. Supplies, equipment, apparatus, and material requiring an expenditure of more than $25,000.00. 2. All maintenance agreements and leases. 3. Construction and repair (including demolition and renovation) projects requiring an expenditure of more than $25,000. 4. Change Orders: Contracts for construction or repair projects can have change orders during the project prior to completion, without going through a new bid process, providing the bidding laws are not evaded. Change orders that exceed 10% of the total contract price must be approved by the Village Board and then should only be approved if it is in the best interests of the Village of Buffalo Grove. Change orders up to $10,000.00 (but less than 10% of total contract price) can be approved by the Village Manager. See Appendix K. for more information. 5. Any work that that can be considered an improvement to public facilities and therefore invokes prevailing wage rates must have a written contract. At a minimum the rider in Appendix I. must be attached to a quote provided for such work and signed by the contractor/vendor performing the work. All contracts that commit the Village to an expenditure of more than $5,000.00 shall be submitted to the Village Manager, Finance Director or Chief Procurement Officer for approval signature. Contracts at or below $5,000 may be signed by a Department Director after review by the Village Attorney with the contract forwarded to the Chief Procurement Officer. Contracts that commit the Village to an expenditure of more than $25,000 can only be signed by the Village President or Village Manager. While Illinois law and Village policy mandate when written contracts are required, this does not preclude the use of written contracts at any time. It should also be remembered that the need for a contract might vary according to circumstances and, a written contract may be used whenever it is deemed necessary and advisable by the Chief Procurement Officer or Village Attorney. Multi-Year Contracts Unless otherwise provided by law, a contract for supplies or services may be entered into for any period of time deemed to be in the best interests of the Village of Buffalo Grove. The term of the contract and conditions of renewal or extension, if any, must be included in the solicitation and funds must be available for the first fiscal period at the time of contracting. Payment and performance obligations for succeeding fiscal periods shall be subject to the availability and appropriation of funds therefor. 401 Informal Purchases Any procurement not exceeding $25,000.00 may be made in accordance with the following purchase procedures, provided however, that purchases are not artificially divided so as to create an Informal purchase. The splitting of a purchase or contract into two or more purchases for the purpose of avoiding the bidding or quotation process is in violation of State law and Village policy. Informal Buying Requirements – Purchases of $250.00 or Less The informal buying requirements cover purchases for construction or repair work and contracts for the purchase or lease-purchase of apparatus, supplies, materials, or equipment involving the expenditure of $250.00 or less. Pricing may be obtained verbally, or by electronic or written submission. No advertisement is required. The Village of Buffalo Grove standard is to seek three quotes for all purchases that do not qualify for the informal purchase exception rules. If the purchase is for a routine operating good or service, the price comparison needs to be performed at least once each fiscal year. Informal Quote Requirements – Purchases Between $250.01 to $5000.00 The informal quote requirements cover contracts for construction or repair work and contracts for the purchase or lease-purchase of apparatus, supplies, materials, or equipment involving the expenditure of $250.01 to $5,000.00. Pricing may be obtained by electronic or written submission. No advertisement is required. The Village of Buffalo Grove standard is to seek three quotes for all purchases that do not qualify for the exception rules. Informal Proposal Requirements – Purchases Between $5000.01 to $25,000.00 The informal proposal requirements cover contracts for construction or repair work and contracts for the purchase or lease-purchase of apparatus, supplies, materials, or equipment involving the expenditure of $5,000.01 to $25,000.00. Informal proposals may be obtained by electronic or written submission. No advertisement is required but it is recommended. The Village of Buffalo Grove standard is to seek at least three quotes for all purchases that do not qualify for the exception rules. Informal Purchase Exceptions Exceptions to obtaining price quotes from more than one vendor should be limited to the following; 1. There are a variety of numerous items in the order, including but not limited to, maintenance repair and operational (MRO) supplies and office supplies. 2. Specifications are sufficiently detailed, or the item being sought is highly unique and/or specialized. 3. Sole source procurement. 4. Emergency procurement, Purchase Order must contain explanation of emergency. Exceptions must be noted with the Purchase Order. 402 Formal Procurement Requirements Procurement involving the expenditure of $25,000.00 or more requires Village Board approval. Exception to this rule is provided for only in the case of emergency and is detailed in the section titled Emergency Procurement. Competitive Sealed Bids The formal bidding requirements cover contracts for construction or repair work and contracts for the purchase or lease-purchase of apparatus, supplies, materials, or equipment involving the expenditure of more than $25,000.00. Bids should be used where detailed specifications are available and pricing is of the upmost concern. A notice to bidders, “Invitation to Bid” must be advertised locally. The advertisement must include: 1. A general description of the service or supplies sought after by the Village of Buffalo Grove, with details on how to obtain more specific information of those services/supplies. 2. Notification that only sealed bids shall be reviewed. 3. Bonding and Insurance requirements as might be necessary. 4. Date, time and location of bid opening. Bid notices should be mailed/e-mailed to Vendors the week the notice is published. Contract documents should be made available to Vendors. If copies of contract documents are expensive to reproduce, a fee may be required by the Village to create those documents. Pursuant to authority in chapter 2.08 of the Buffalo Grove Municipal Code the Village may utilize Bids obtained through the Illinois Government Joint Purchase Act (30ILCS 525/0.01) Bids will be opened at the time and date as advertised on the “Notice to Bidders”. Bids received after the time and date specified shall not be accepted. Both Bid Bonds and Bid deposit checks are acceptable methods of providing earnest payment to show good faith in entering into a Contract with the Village of Buffalo Grove. If the low bidder chooses not to enter into a contract with the Village, the Village shall reserve the right to retain those funds. See Appendix A for more information on the Formal Bid Process. The requirement for competitive sealed bids may be waived by a two-thirds vote of the Village Trustees. Standard for Awarding Bid The standard for awarding contracts is based on the lowest responsive and responsible bidder, or bidders, taking into consideration quality, performance, and the time specified in the proposals for the performance of the contracts. If a supplier is recommended who has not quoted the lowest price, the reasons for selecting the supplier should be documented. Appendix A. Bid Evaluation and Award, fully details the methods to be used in determing lowest responsive and responsible bidder. Single Bids. When only a single bid or quote is received that fact alone shall not prevent the Village from accepting that bid or quote. Bid/Quote Records The Village must keep a record of all bids/quotes sought, but those records are not subject to public inspection until the contract has been awarded. 403 Requests for Proposals The formal Request for Proposal (RFP) process cover contracts for construction or repair work and contracts for the purchase or lease-purchase of apparatus, supplies, materials, or equipment involving the expenditure of $25,000 or more. An RFP should be used in those occasions where the need for quality or expertise exceeds the concern for pricing. RFP documents will likely include a section detailing what criteria shall be used to make the selection for the vendor to be awarded the contract. A notice to proposers, “Request for Proposal” should be advertised locally. The advertisement should include: (a.) A general description of the service or supplies sought after by the Village of Buffalo Grove, with details on how to obtain more specific information of those services/supplies; (b.) Notification that only sealed proposals shall be reviewed; (c.) Bonding and Insurance requirements as might be necessary; and (d.) Date, time and location Proposals are due. A Request for Proposal should be mailed/e-mailed to potential Proposers the week the notice is published. Contract documents should be made available to Proposers in the office of the person authorized to administer the bid. If copies of contract documents are expensive to reproduce, a fee may be required by the Village to create those documents. Proposals will be opened at the time and date as advertised in the Request for Proposal. Proposals received after the time and date specified shall not be accepted. Both Bid Bonds and Bid deposit checks are acceptable methods of providing earnest payment to show good faith in entering into a Contract with the Village of Buffalo Grove. If the low bidder chooses not to enter into a contract with the Village the Village shall reserve the right to retain those funds. The request for Competitive Sealed Proposals is an exception to the bid process. The reasons for selection of this method of procurement and the procedures to be followed are set forth in Appendix B. Quality Based Selection (QBS) or Request for Qualifications (RFQu) The primary purpose of undertaking the QBS process is to locate the most qualified consultant to do the work. A Request for Qualifications may be followed by a formal Invitation to Negotiate (ITN) in order to negotiate a fair and equitable agreement. The selection shall be based on the consultant’s experience and expertise in projects of the same type as proposed. Special rules apply to the QBS process. When State or Federal funds are involved, the QBS procedure in Appendix M, attached hereto, applies. The Village of Buffalo Grove believes their adopted QBS written policies and procedures (Appendix M) substantially follows Section 5-5 of the BLRS Manual and specifically Sections 5-5.06(c) and 5-5.06(e), therefore; approval from IDOT is not required. 404 Exceptions to Bid/Procurement Requirements Sole Source Procurement A contract may be awarded for a supply, service, or construction item without competition when, the Finance Director, Chief Procurement Officer, or a designee of either determines in writing that there is only one source for the required supply, service, or construction item. Purchases made in this fashion in excess of $25,000 must be brought before the Village Board in the form of a request for Bid Waiver. Emergency Procurements Notwithstanding any other provision of this Policy, the Village Manager, Finance Director or Chief Procurement Officer may make or authorize others to make emergency procurements when there exists a threat to public health, welfare, or safety under emergency conditions; provided that such emergency procurements shall be made with such competition as is practicable under the circumstances. If emergency purchases are needed during business hours, begin Purchase Order procedures immediately and contact the Chief Procurement Officer for Purchase Order approval. When emergency purchases occur during non-business hours, contact the Chief Procurement Officer immediately the next business day. A written determination of the basis for the emergency and for the selection of the particular contractor shall be included in the contract file. The Village Manager must authorize any emergency procurement for more than $25,000. In such cases the Village Manager will notify the Corporate Authorities as soon as is practicable of all emergency procurements that exceed $25,000. Professional Services Professional services including but not limited to Accounting, Auditing, Financial, Recruitment, Employment, Procurement, Information Technology, Legal, Land Survey, Architectural and Engineering services, are generally procured through a Request for Qualifications or Quality Based Selection process and may be followed by or in conjunction with a Request for Proposals. The Village Manager has authority to award the contract based upon quality, performance, and the time specified in the proposals for the performance of the contracts. Fuel Procurement Due to the speculative nature of fuel purchases and an ever increasing volatile market, the Village Manager working in coordination with the Fleet Manager has been authorized by Section 2.08.040 of the Village of Buffalo Grove Municipal Code to make purchases in excess of the bid limit in order to secure fuel at the best possible price for the Village of Buffalo Grove. Natural Gas and Electric Supply Due to the speculative nature of Natural Gas and Electric Supply purchases, the Village Manager working in coordination with the Chief Procurement Officer has been authorized by Section 2.08.040 of the Village of Buffalo Grove Municipal Code to enter into agreements in amounts in excess of the bid limit in order to secure these commodities at the best possible price for Village of Buffalo Grove facilities. 405 Cooperative Procurement In some cases the Village has an opportunity to purchase through a joint procurement agency. Joint Procurement cooperatives can save the Village of Buffalo Grove money through collective buying power. It may also be the case that other agencies have gone through the Bid process for items or services the Village now seeks. In those cases the purchasing department may recommend that the Village Board “authorize the Village Manager to execute a contract with Vendor Name., for goods/services at a not to exceed amount of $XX,XXX in accordance with the Illinois Governmental Joint Purchasing Act (30 ILCS 525/0.01 et seq.), pending review and approval of the contract/agreement by the Village Attorney.”. The Illinois State Intergovernmental Cooperation Act (5 ILCS 220) allows for cooperative procurement. * 3rd Party includes but is not limited to; the State of Illinois Central Management Services, United States General Services Administration, Northwest Municipal Conference and the North Suburban Municipal Partnering Initiative, Sourcewell, and Houston Galveston Area Compact. Pursuant to authority in chapter 2.08 of the Buffalo Grove Municipal Code the Village may utilize Bids obtained through the Illinois Government Joint Purchase Act (30 ILCS 525/0.01) Asset Sharing Policy A subset of Cooperative Procurement is Asset Sharing. The Village of Buffalo Grove is committed to providing safe, efficient and effective services to the Residents of Buffalo Grove and other external stakeholder groups through the sharing of assets where appropriate and practical. It is the policy of the Village of Buffalo Grove to ensure that certain criteria are evaluated when making capital asset purchases. The administrative guidelines outlined in Appendix J. apply to all situations where the sharing of assets could be of mutual benefit to those involved and reduce the overall lifecycle cost of the asset. This Policy shall apply to all departments of the Village and include such things as vehicles, equipment, trailers, and tools. The purpose of the Asset Sharing Policy(“Policy”) is to provide the Village of Buffalo Grove staff with guidelines and directions for acquiring assets that can be shared. The benefit to all parties is a more effective use of resources, enhanced inter-governmental cooperation, and more efficient use of taxpayer dollars through cost sharing. The Policy is designed to be a fluid document and will be modified from time to time to conform to changes in law, technology and actual practice. 406 Appendix A Formal Bid Requirements The Invitation for Bids. The Invitation for Bids is used to initiate competitive sealed bid procurement. The Invitation for Bids shall include the following: 1. instructions and information to bidders concerning the bid submission requirements, including the time and date set for receipt of bids, the address of the office to which bids are to be delivered, the maximum time for bid acceptance by the Village of Buffalo Grove, and any other special information; 2. the purchase description, evaluation factors, delivery or performance schedule, and such inspection and acceptance requirements as are not included in the purchase description; and 3. the contract terms and conditions, including warranty and bonding or other security requirements, as applicable. Incorporation by Reference. The Invitation for Bids may incorporate documents by reference. Acknowledgement of Addendums. The Invitation for Bids shall require the acknowledgement of the receipt of all Addendums issued. Bidding Time. Bidding time is the period of time between the date of publication of the Invitation for Bids and the time and date set for receipt of bids. In each case bidding time will be set to provide bidders a reasonable time to prepare their bids. A minimum of 10 calendar days shall be provided unless a shorter time is deemed necessary for a particular procurement as determined in writing by the Chief Procurement Officer. Bidder Submissions. Bid Form. The Invitation for Bids shall provide a form which shall include space in which the bid price shall be inserted and which the bidder shall sign and submit along with all other necessary submissions. Bid Samples and Descriptive Literature. 1. "Descriptive literature" means information available in the ordinary course of business which shows the characteristics, construction, or operation of an item which enables the Village of Buffalo Grove to consider whether the item meets the Village’s needs. 2. "Bid sample" means a sample to be furnished by a bidder to show the characteristics of the item offered in the bid. 3. Bid samples or descriptive literature may be required when it is necessary to evaluate required characteristics of the items bid. 4. The Invitation for Bids shall state that bid samples or descriptive literature should not be submitted unless expressly requested and that, regardless of any attempt by a bidder to condition the bid, unsolicited bid samples or descriptive literature which are submitted at the bidder's risk will not be examined or tested, and will not be deemed to vary any of the provisions of the Invitation for Bids. 407 Public Notice. Distribution. Invitations for Bids or Notices of the Availability of Invitations for Bids shall be mailed or otherwise furnished to a sufficient number of potential bidders for the purpose of securing competition. Invitations to Bid shall indicate where, when, and for how long Bid and Contract documents may be obtained; generally describe the supply, service, or construction desired; and may contain other appropriate information. Where appropriate the Chief Procurement Officer may require payment of a fee or a deposit for the supplying of the Invitation for Bids. Publication. Every procurement in excess of $25,000 shall be publicized in one or more of the following ways: 1. in a newspaper of general circulation; 2. in a newspaper of local circulation in the area pertinent to the procurement; 3. in industry media; 4. through electronic mailing lists, 5. through the internet, agency web site, or other publicly accessible electronic media, or 6. in a government publication designed for giving public notice. Public Availability. A copy of the Invitation for Bids shall be made available for public inspection at the Chief Procurement Officer's office, the Village website, or the Village Clerk’s office. Bidders Lists. Purpose. Bidders lists may be compiled to provide the Village of Buffalo Grove with the names of businesses that may be interested in competing for various types of the Village of Buffalo Grove contracts. Unless otherwise provided, inclusion or exclusion of the name of a business does not indicate whether the business is responsible in respect to a particular procurement or otherwise capable of successfully performing a Village of Buffalo Grove contract. Public Availability. Names and addresses on bidders lists shall be available for public inspection, unless an exemption to the Illinois Freedom of Information Act applies. Pre-Bid Conferences. Pre-bid conferences may be conducted to explain the procurement requirements. The conference should be held long enough after the Invitation for Bids has been issued to allow bidders to become familiar with it, but sufficiently before bid opening to allow consideration of the conference results in preparing their bids. Nothing stated at the pre-bid conference shall modify the Bid document unless a change is made by written addendum. 408 Addendums to Bids. Form. Addendums to Bid documents shall be identified as such and shall require that the bidder acknowledge receipt of all Addendums issued. The amendment shall reference the portions of the Bid it amends. Distribution. Addendums shall be published on the Village website and whenever practical sent to all prospective bidders known to have received a Bid. Timeliness. Addendums shall be distributed within a reasonable time to allow prospective bidders to consider them in preparing their bids. If the time and date set for receipt of bids will not permit such preparation, such time shall be increased to the extent possible in the addendum or, if necessary, by e- mail and confirmed in the addendum. Pre-Opening Modification or Withdrawal of Bids. Procedure. Bids may be modified or withdrawn by written notice received in the office designated in the Invitation for Bids prior to the time and date set for bid opening. An electronic modification or withdrawal received from the bidder or, as applicable, the receiving prior to the time and date set for bid opening will be effective provided that there is objective evidence, in electronic form or from the receiving company, confirming that the message was received prior to the time and date set for bid opening. Disposition of Bid Security. If a bid is withdrawn in accordance with this Section, the bid security, if any, shall be returned to the bidder. Records. All documents relating to the modification or withdrawal of bids shall be made a part of the appropriate procurement file. Late Bids, Late Withdrawals, and Late Modifications. Any bid received after the time and date set for receipt of bids is late. Any withdrawal or modification of a bid received after the time and date set for opening of bids at the place designated for opening is late. Notice. Bidders submitting late bids will not be considered for award and shall be so notified as soon as practicable. Records. Records equivalent to those required in the Section titled “Pre-Opening Modification or Withdrawal of Bids”, shall be made and kept for each late bid, late modification, or late withdrawal. 409 Receipt, Opening, and Recording of Bids. Receipt. Upon its receipt, each bid and modification shall be time-stamped but not opened and shall be stored in a secure place until the time and date set for bid opening. Bids submitted through electronic means shall be received in such a manner that the time and date of submittal, along with the contents of such bids shall be securely stored until the time and date set for bid opening. Opening and Recording. Bids and modifications shall be opened publicly, in the presence of one or more witnesses, at the time, date, and place designated in the Invitation for Bids. The name of each bidder, the bid price, and such other information as is deemed appropriate by the Chief Procurement Officer, shall be read aloud or otherwise made available. Such information also shall be recorded at the time of bid opening; that is, the bids shall be tabulated or a bid abstract made. The names and addresses of witnesses shall also be recorded at the opening. The opened bids shall be available, after award of bid has been made, for public inspection except to the extent the bidder designates trade secrets or other proprietary data to be confidential as set forth in the Subsection titled “Confidential Data” of this Section, or as otherwise provided by law. Information marked Confidential shall be readily separable from the bid in order to facilitate public inspection of the non-confidential portion of the bid. Confidential Data. The Chief Procurement Officer shall examine the bids to determine the validity of any requests for nondisclosure of trade secrets and other proprietary data identified in writing. If the parties do not agree as to the disclosure of data, the Chief Procurement Officer shall inform the bidders in writing what portions of the bids will be disclosed and that, the bids will be disclosed. The bids shall be open to public inspection subject to any continuing prohibition on the disclosure of confidential data unless subject to an exemption under applicable law. Proposals and bids are exempt from disclosure until an award or final selection is made pursuant to 5 ILCS 140/7(1)(h). (This shall be understood to include bid information on projects that will be re -bid) Bid Evaluation and Award The standard for awarding contracts is based on the lowest responsive and responsible bidder, or bidders, taking into consideration quality, performance, and the time specified in the proposals for the performance of the contracts. If a supplier is recommended who has not quoted the lowest price, the reasons for selecting the supplier should be documented. Product Acceptability. The Invitation for Bids shall set forth any evaluation criterion to be used in determining product acceptability. It may require the submission of bid samples, descriptive literature, technical data, or other material. It may also provide for accomplishing any of the following prior to award: (a) inspection or testing of a product prior to award for such characteristics as quality or workmanship; (b) examination of such elements as appearance, finish, taste, or feel; or (c) other examinations to determine whether it conforms with any other purchase description requirements. The acceptability evaluation is not conducted for the purpose of determining whether one bidder's item is superior to another but only to determine that a bidder's offering is acceptable as set forth in the 410 Invitation for Bids. Any bidder's offering which does not meet the acceptability requirements shall be rejected as nonresponsive. Determination of Lowest Bidder. Following determination of product acceptability, if any is required, bids will be evaluated to determine which bidder offers the lowest cost to the Village of Buffalo Grove in accordance with the evaluation criteria set forth in the Invitation for Bids. Only objectively measurable criteria which are set forth in the Invitation for Bids shall be applied in determining the lowest bidder. Examples of such criteria include, but are not limited to, transportation cost, and ownership or life cycle cost formulas. Evaluation factors need not be precise predictors of actual future costs, but to the extent possible such evaluation factors shall: (a) be reasonable estimates based upon information the Village of Buffalo Grove has available concerning future use; and (b) treat all bids equitably. Responsive and Responsible Bidder. In an effort to determine a “Responsive and/or Responsible” Bidder the Village will take in consideration responses from references provided by Bidders as well as information as might be solicited from other local municipalities or governmental agencies, in addition, the following shall be considered when determining whether the bidder is responsive and responsible: (a) The ability, capacity and skill of the bidder to perform the contract and to provide the service required; (b) Whether the bidder can perform the contract or provide the service promptly, or within the time specified, without delay or interference; (c) The character, integrity, reputation, judgment, experience and efficiency of the bidder; (d) The quality of the performance of previous contracts or services; (e) The previous and existing compliance by the bidder with laws and ordinances relating to the contract and service; (f) The sufficiency of the financial resources and ability of the bidder to perform the contract or provide the service; (g) The quality, availability and adaptability of the supplies or contractual services to the particular use required; (h) The ability of the bidder to provide future maintenance and service for the use of the subject of the contract; and (i) The number and scope of conditions attached to the bid. Restrictions. Nothing in this Section shall be deemed to permit contract award to a bidder submitting a higher quality item than that designated in the Invitation for Bids if such bidder is not also the lowest bidder. Further, this Section does not permit negotiations with any bidder. 411 Bid Rejection and Re-bid. The Chief Procurement Officer has the authority to reject all bids and re-bid for the selected go ods and services. Upon review of submitted bids, if the Chief Procurement Officer determines that the bids submitted were inconsistent, an insufficient number of bids were received, or there were substantial errors/omissions in the bid documents/specifications, the Chief Procurement Officer will notify all bidders and either proceed to re-bid the project or reevaluate the selected procurement method. Low Tie Bids. Definition. Low tie bids are low responsive bids from responsible bidders that are identical in price and which meet all the requirements and criteria set forth in the Invitation for Bids. Award. Awards shall not be made by drawing lots, or by dividing business among identical bidders. The Chief Procurement Officer shall bring before the Village Board a request to reject all Bids and negotiate with the Low Tie Bidders. Records shall be made of all Invitations for Bids on which tie bids are received showing at least the following information: (a) the identification number of the Invitation for Bids; (b) the supply, service, or construction item; and (c) a listing of all the bidders and the prices submitted. A copy of each such record shall be sent to the Village Clerk’s Office Documentation of Award. Following award, a record showing the successful bidder shall be made a part of the procurement file. 412 Appendix B Competitive Sealed Proposals Conditions for Use. (a) A contract may be entered into by competitive sealed proposals when the Chief Procurement Officer, Village Manager, the Finance Director, or a designee of any of the foregoing above determines that the use of competitive sealed bidding is either not practicable or not advantageous to the Village of Buffalo Grove. (b) Contracts for the design-build, design-build-operate-maintain, or design-build-finance-operate- maintain project delivery methods shall be entered into by competitive sealed proposals. Request for Proposals. Proposals shall be solicited through a Request for Proposals. Public Notice. Adequate public notice of the Request for Proposals shall be given in the same manner as provided in Formal Bid Requirements, Public Notice section of Appendix A. Receipt of Proposals. Proposals shall be opened so as to avoid disclosure of contents to competing proposers during the process of negotiation. A Register of Proposals shall be prepared and shall be open for public inspection after contract award. Evaluation Factors. The Request for Proposals shall state the relative importance of price and other factors and subfactors, if any. Discussion with Responsible Proposers and Revisions to Proposals. As provided in the Request for Proposals, discussions may be conducted with responsible proposers who submit proposals determined to be reasonably susceptible of being selected for award for the purpose of clarification to assure full understanding of, and responsiveness to, the solicitation requirements. Proposers shall be accorded fair and equal treatment with respect to any opportunity for discussion and revision of proposals, and such revisions may be permitted after submissions and prior to award for the purpose of obtaining best and final offers. In conducting discussions, there should be no disclosure of any information derived from proposals submitted by competing proposers. Award. Award shall be made to the responsive and responsible proposer whose proposal conforms to the solicitation and is determined in writing to be the most advantageous to the Village of Buffalo Grove taking into consideration price, reference responses and the evaluation factors set forth in the Request for Proposals and any related Addendums. Debriefings. The Chief Procurement Officer is authorized to provide debriefings that furnish the basis for the source selection decision and contract award. 413 When Competitive Sealed Bidding is Not Practicable. Competitive sealed bidding is not practicable unless the nature of the procurement permits award to a low bidder who agrees by its bid to perform without condition or reservation in accordance with the purchase description, delivery or performance schedule, and all other terms and conditions of the Invitation for Bids. Factors to be considered in determining whether competitive sealed bidding is not practicable include: (a) whether the contract needs to be other than a fixed-price type; (b) whether oral or written discussions may need to be conducted with proposers concerning technical and price aspects of their proposals; (c) whether proposers may need to be afforded the opportunity to revise their proposals, including price; (d) whether award may need to be based upon a comparative evaluation as stated in the Request for Proposals of differing price, quality, and contractual factors in order to determine the most advantageous offering to the Village of Buffalo Grove. Quality factors include technical and performance capability and the content of the technical proposal; and (e) whether the primary consideration in determining award may not be price. When Competitive Sealed Bidding is Not Advantageous. A determination may be made to use competitive sealed proposals if it is determined that it is not advantageous to the Village of Buffalo Grove, even though practicable, to use competitive sealed bidding. Factors to be considered in determining whether competitive sealed bidding is not advantageous include: (a) if prior procurements indicate that competitive sealed proposals may result in more beneficial contracts for the Village of Buffalo Grove; and (b) whether the factors are desirable in conducting a procurement rather than necessary; if they are, then such factors may be used to support a determination that competitive sealed bidding is not advantageous. Determinations. The Village Manager, Finance Director, or Chief Procurement Officer may make determinations by category of supply, service, infrastructure facility, or construction item that it is either not practicable or not advantageous to the Village of Buffalo Grove to procure specified types of supplies, services, or construction by competitive sealed bidding. Procurements of the specified types of supplies, services, or construction may then be made by competitive sealed proposals based upon such determination. The officer who made such determination may modify or revoke it at any time, and such determination should be reviewed for current applicability from time to time. Content of the Request for Proposals. The Request for Proposals shall be prepared in accordance with the Invitation for Bids section in Appendix A of this policy provided that it shall also include: (a) a statement that discussions may be conducted with proposers who submit proposals determined to be reasonably susceptible of being selected for award, but that proposals may be accepted without such discussions; and (b) a statement of when and how price should be submitted. (c) a listing of the criteria by which staff will make a selection and recommendation to the Village Board may also be included. 414 Proposal Preparation Time. Proposal preparation time shall be set to provide proposers a reasonable time to prepare their proposals. A minimum of 10 days shall be provided unless a shorter time is deemed necessary for a particular procurement as determined in writing by the Chief Procurement Officer. Form of Proposal. The manner in which proposals are to be submitted, including any forms for that purpose, may be designated as a part of the Request for Proposals. Public Notice. Public notice shall be given by distributing the Request for Proposals in the same manner provided for distributing an Invitation for Bids Use of Bidders Lists. Bidders lists compiled and maintained in accordance with the Bidders Lists section of Appendix A. of this policy may serve as a basis for soliciting competitive sealed proposals. Pre-Proposal Conferences. Pre-proposal conferences may be conducted in accordance with the Pre-Bid Conferences section of Appendix A. Any such conference should be held prior to submission of initial proposals. Addendums to Requests for Proposals. Addendums to Requests for Proposals may be made in accordance with the Addendums to Invitations for Bids section of Appendix A. prior to submission of proposals. Modification or Withdrawal of Proposals. Proposals may be modified or withdrawn prior to the established due date in accordance with Section the Pre-Opening Modification or Withdrawal of Bids section of Appendix A. For the purposes of this Section and the Late Proposals, Late Withdrawals, and Late Modifications section of this Appendix B. the established due date is either the time and date announced for receipt of proposals or receipt of modifications to proposals, if any; or if discussions have begun, it is the time and date by which best and final offers must be submitted, provided that only proposers who submitted proposals by the time announced for receipt of proposals may submit best and final offers. Late Proposals, Late Withdrawals, and Late Modifications. Any proposal, withdrawal, or modification received after the established due date at the place designated for receipt of proposals is late. Late Proposals may only be considered in accordance with the Late Bids, Late Withdrawals, and Late Modifications section of Appendix A. of this Policy 415 Receipt and Registration of Proposals. Proposals shall not be opened publicly but shall be opened in the presence of two or more Village employees. Proposals and modifications shall be time-stamped upon receipt and held in a secure place until the established due date. After the date established for receipt of proposals, a Register of Proposals shall be prepared which shall include for all proposals the name of each proposer, the number of modifications received, if any, and a description sufficient to identify the supply, service, or construction item offered. The Register of Proposals shall be open to public inspection only after award of the contract. Proposals and modifications shall be shown only to the Village of Buffalo Grove personnel having a legitimate interest in them. Evaluation of Proposals. Evaluation Factors in the Request for Proposals. The Request for Proposals can include the following evaluation factors (and subfactors), including price, and their relative importance. Evaluation. The evaluation shall be based on the evaluation factors set forth in the Request for Proposals. Evaluators shall be required to complete the Evaluation Committee Member Statement attached at the end of Appendix B. 1. Classifying Proposals. For the purpose of conducting Village staff discussions, proposals shall be initially classified as: (a) acceptable; (b) potentially acceptable, that is, reasonably susceptible of being made acceptable; or (c) unacceptable. 2. Proposers whose proposals are unacceptable shall be so notified promptly. 3. Selection Criteria. Proposals will be evaluated by a selection committee made up of Village staff, which will subsequently present its recommendation to the Buffalo Grove Village Board. The recommendation for the successful Proposer may be based on the following or similar criteria, though the weight of each item will vary with the project: (a) 15 % Proposer’s experience, capacity and capability to provide the required equipment, installation and training services in a professional, timely, reliable and secure manner. (b) 15 % Proposer’s understanding of the Village’s technical requirements and demonstrated ability to meet or exceed the same. (c) 50 % The cost of providing the equipment, installation and training services. (d) 10 % Ability to interact productively with Village staff, as required. (e) 10 % Information obtained through reference checks. 416 Proposal Discussions/Interviews with Individual Proposers. "Proposers" Defined. "Proposers" includes only those businesses submitting proposals that are acceptable or potentially acceptable. The term shall not include businesses who submitted unacceptable proposals. The Chief Procurement Officer has the authority to reduce the pool of Proposers to be involved in Discussions based upon Selection Criteria. Purposes of Discussions. Discussions or Interviews are held to: (a) promote understanding of the Village of Buffalo Grove’s requirements and the proposers' proposals; and (b) facilitate arriving at a contract that will be most advantageous to the Village of Buffalo Grove taking into consideration price and the other evaluation factors set forth in the Request for Proposals. Conduct of Discussions. Proposers shall be accorded fair and equal treatment with respect to any opportunity for discussions and revisions of proposals. The Chief Procurement Officer should establish procedures and schedules for conducting discussions. If during discussions there is a need for any substantial clarification of or change in the Request for Proposals, the Request shall be amended to incorporate such clarification or change. Auction techniques (revealing one proposer's price to another) and disclosure of any information derived from competing proposals are prohibited. Any substantial oral clarification of a proposal shall be reduced to writing by the proposer. Best and Final Offers. The Chief Procurement Officer shall establish a common date and time for the submission of best and final offers. Best and final offers shall be submitted only once; provided, however, the Chief Procurement Officer or the Village Manager may make a written determination that it is in the Village of Buffalo Grove’s best interest to conduct additional discussions or change the Village of Buffalo Grove’s requirements and require another submission of best and final offers. Otherwise, no discussion of or changes in the best and final offers shall be allowed prior to award. Proposers shall also be informed that if they do not submit a notice of withdrawal or another best and final offer, their immediate previous offer will be construed as their best and final offer. Proposals and bids are exempt from disclosure until an award or final selection is made pursuant to 5 ILCS 140/7(1)(h). (This shall be understood to include bid information on projects that will be re-bid) 417 RFP VoBG-2021-## Insert Title Village of Buffalo Grove Evaluation Committee Member Statement Dear Evaluation Committee Member: You have been selected to participate in the evaluation of the above referenced Request for Proposal. Your selection was based upon your technical qualifications in this area and your ability to develop an objective/subjective analysis of each proposal. It is essential that the integrity of this process be maintained to insure that each offeror is given fair and equal consideration. Your familiarity with particular services, types of products, or material may tend to influence your evaluation; however, you are required in this specific instance to be particularly objective and guard against any tendency that might slant your evaluation in favor of a personal preference. You are required to report to the Chief Procurement Officer or designee any actual or potential conflict of interest. An additional consideration is the mandate to maintain strict security and confidentiality regarding the content of any proposal, as well as the proceedings of any Evaluation Committee meetings during the evaluation process. Now that this process has started, it essential that any contact with the Consultant be through, and by, the Chief Procurement Officer or designee. In addition, any Evaluation Committee Member shall not communicate, except during formal Committee meetings, with any Consultant or potential sub-contractor to that Consultant prior to award nor shall that Member discuss proposals or their evaluation with anyone other than the Chief Procurement Officer or designee and Evaluation Committee Members. To emphasize the importance of the above considerations, you are asked to sign the following statement: I have read and understand the above and agree to be bound by the rules and principles represented. I know of no conflict of interest on my part nor have I committed any indiscretion or accepted any gratuities or favors that would compromise my impartiality. I will maintain all deliberations of the Evaluation Committee in strict confidence during this process. My recommendations shall be based upon objective/subjective review of the Consultant's proposal(s) and the appropriate award criteria from the proposal in accordance with the Village of Buffalo Grove Procurement Policy. Signature of Evaluator Date Position 418 Appendix C Village of Buffalo Grove Public Contract Statements The Village of Buffalo Grove is required to obtain certain information in the administration and awarding of public contracts. The following Public Contract Statements shall be executed and notarized. PUBLIC CONTRACT STATEMENTS CERTIFICATION OF CONTRACTOR/BIDDER In order to comply with 720 Illinois Compiled Statutes 5/33 E-1 et seq., the Village of Buffalo Grove requires the following certification be acknowledged: The below-signed bidder/contractor hereby certifies that it is not barred from bidding or supplying any goods, services or construction let by the Village of Buffalo Grove with or without bid, due to any violation of either Section 5/33 E-3 or 5/33 E-4 of Article 33E, Public Contracts, of the Chapter 720 of the Illinois Compiled Statutes, as amended. This act relates to interference with public contracting, bid rigging and rotating, kickbacks, and bidding. CERTIFICATION RELATIVE TO 65 ILCS 5/11-42.1-1 In order to comply with 65 Illinois Complied Statutes 5/11-42.1-1, the Village of Buffalo Grove requires the following certification: The undersigned does hereby swear and affirm that it is not delinquent in the payment of any tax administered by the Illinois Department of Revenue unless it is contesting, in accordance with the procedures established by the appropriate revenue Act, its liability for the tax or the amount of the tax. The undersigned further understands that making a false statement herein: (1 ) is a Class A Misdemeanor, and (2) voids the contract and allows the Village to recover all amounts paid to it under the contract. CONFLICT OF INTEREST The Village of Buffalo Grove Municipal Code requires the following verification relative to conflict of interest and compliance with general ethics requirements of the Village: The undersigned supplier hereby represents and warrants to the Village of Buffalo Grove as a term and condition of acceptance of this (bid or purchase order) that none of the following Village Officials is either an officer or director of supplier or owns fiv e percent (5%) or more of the Supplier: the Village President, the members of the Village Board of Trustees, the Village Clerk, the Village Treasurer, the members of the Zoning Board of Appeals and the Plan Commission, the Village Manager and his Assistant or Assistants, or the heads of the various departments within the Village. If the foregoing representation and warranty is inaccurate, state the name of the Village official who either is an officer or director of your business entity or owns five percent (5%) or more thereof: (Official) Print Name of Contractor/Bidder/Supplier Signature Title Subscribed and Sworn to before me this day of , 20_ . Notary Public Notary Expiration Date 419 Appendix D Causes for Debarment The Chief Procurement Officer or Village Manager may debar a proposer, bidder, vendor, subcontractor, or supplier(collectively “Vendor”) for- (1) Conviction of, or civil judgment for,- (a) Commission or attempted commission of fraud or a criminal offense in connection with (A) obtaining, (B) attempting to obtain, or (C) performing a private or public contract or subcontract. (b) Violation or attempted violation of Federal or State statutes, or any other legally applicable law, regulation, or rule relating to the submission of bids, proposals, or claims; (c) Commission or attempted commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, or receiving stolen property; or (d) Commission or attempted commission of any other offense, or engaging in or attempting to engage in conduct indicating a lack of truthfulness, veracity, or honesty which affects the responsibility of the Vendor. (2) Violation of the terms of a Village contract or subcontract so serious as to justify debarment, including but not limited to- (a) Willful failure to perform in accordance with the terms of one or more contracts or subcontracts; (b) A history of failure to perform one or more contracts or subcontracts; (c) A history of unsatisfactory performance of one or more contracts or subcontracts; or (d) A history of failure to meet prevailing wage obligations, or any other contracting or subcontracting obligation imposed by the Village of Buffalo Grove Municipal Code or any other law. (3) Making or attempting or causing to be made or attempting to cause to be made any false, deceptive, or fraudulent material statement in any bid, proposal, or application for Village or any government work or in the performance of any such contract for the Village or a government agency, or application for any permit or license; (4) Refusal to cooperate with reasonable requests of Village inspectors, representatives, or other appropriate Village personnel with respect to work under contract provisions, plans, or specifications, or otherwise, pursuant to the duties of those Village personnel; (5) Founding, establishing or operating an entity in a manner designed to evade the application or defeat the purpose of these rules or any provision of the Municipal Code of Buffalo Grove, Village of Buffalo Grove rule or regulation, the statutes, rules or regulations of the State of Illinois, Cook County, Lake County, or any federal statute, rule or regulation, or any other legally applicable law, regulation, or rule; (6) Improper conduct, including but not limited to the commission or attempted commission of; (a) intentional or negligent billing irregularities; (b) submitting false or frivolous or exaggerated claims, documents, or records; (c) falsification of claims, documents, or records; 420 (a) willful or grossly negligent destruction of documents or records the Vendor had an obligation to maintain; (b) bribery or coercion of a government official, or other unlawful tampering with a government official; (c) use of false or deceptive statements to obtain some benefit, or causing competition to be restrained or limited; (d) misrepresentation to any governmental agency or government official; (e) violation of ethical standards established by the Village, or other dishonesty incident to obtaining, prequalifying for, or performing any contract or modification thereof; (f) violation of ethical standards established by the Village or other dishonesty or incident to applying, obtaining, qualifying for, or acquiring any Village certification, license, or permit; (7) Any other cause of so serious or compelling a nature that it affects the responsibility of the Vendor, including, but not limited to, those specifically enumerated in 65 ILCS 5/8-10-11. (8) Debarment by any other government agency. 421 Appendix E. Accounts Payable Department Phone 847-459 -2510 Fax 847-777-6045 QUALIFIED VENDOR REGISTRATION Please email, fax or mail completed & signed form along with IRS form W-9 to: Email: APFinance@vbg.org Fax: 847-777-6045 or Mail: Village of Buffalo Grove 50 Raupp Blvd. Buffalo Grove, IL. 60089 Legal Organization Name: Doing Business as: Primary Organization Address: City, State ZIP: Sales Contact Name: Sales Contact Phone: Sales Contact Email : Professional registrations: All payments will be made per the Prompt Payment Act (50 ILCS 505/1 et seq). By submitting this application, you authorize the Village of Buffalo Grove to make inquiries into the client/trade references that you have supplied. The undersigned supplier hereby represents and warrants to the Village of Buffalo Grove as a term and condition of acceptance of future (bid or purchase order) that none of the following Village Officials is either an officer or director of supplier or owns five percent (5%) or more of the Supplier: the Village President, the members of the Village Board of Trustees, the Village Clerk, the Village Treasurer, the members of the Planning and Zoning Commission, the Village Manager and his Assistant or Assistants, or the heads of the various departments within the Village Signature: Date: Name (printed): Title: Y/ Change in ownership in the last 2 years : FEIN or SSN: Primary business function: Date business was established: Account New Vendor Select one: Complete this section for new Vendors or account changes 422 _____ Accounts Payable Department Phone 847-459 -2510 Fax 847-777-6045 AUTHORIZATION FOR ACH DEPOSIT OF VENDOR PAYMENT Please email a completed & signed form to: Email: BGFinance@vbg.org or APFinance@vbg.org Payment Address: A/R Contact Name: Contact Email (for ACH notification): Complete this section for new enrollments or for financial institution or account changes. Include with this form a canceled check or letter from your financial instituton noting the Account and Routing Number. Select one: New Enrollment Financial institution or Account Change Bank Name: Branch (if applicable): City, State Zip: Transit/Routing Number: Bank Account Number: Account Type (check one): Checking Account Savings Account I certify that the information above is true and correct, and that I, as a representative for the above named company, hereby authorize the Village of Buffalo Grove Account Payable to electronically deposit payments to the designated bank account. This authority remains in full force until The Village of Buffalo Grove Accounts Payable receives written notification requesting a change or cancellation. Signature: Date: Name (printed): Title: 423 STAX-70 (R-05/16) P-000052 424 Appendix F Procurement Card Policy Purpose This policy has been designed to establish the procedures to be used with the Village of Buffalo Grove’s procurement card program. This policy intends to accomplish the following: - Establish appropriate internal controls over the purchase card process to ensure cards are only used for authorized purposes. - Ensure the Village bears no legal liability from inappropriate use of procurement cards. - To provide a convenient source of funding for employees who must procure for the Village. - Verify payments for purchases are made on a timely basis to minimize finance charges. Background The Village has used various methods to process the purchase of goods and services. Traditional procurement utilizing a purchase order or check request has worked well in the past for repetitive vendor invoicing and acquisitions of large ticket items where timing is not critical in the invoicing and payment process. The concern is the use of petty cash, advanced check requests, or employee reimbursement requests in the accounts payable process. These nontraditional methods of procurement are due primarily to the timing of the request in light of the next warrant cycle or that the form of payment (check) is occasionally not accepted by merchants. To promote vendor acceptance, improve operational efficiency, and tighten the controls on the use of petty cash and advanced checks the Finance Department is initiating the procurement card program. This program has a number of unique controls that ensure that the card can be used only for specific purposes and within specific dollar limits. General Information - The procurement card is a tool for designated Village employees to use when making low-dollar purchases for official business needs. - Each purchase card will include both the individual cardholder and corporate name. However the purchase card issuer will not maintain individual cardholder credit records. - A signed agreement with the Village prior to receiving the card makes the cardholder responsible for any misuse of the card. Failure to comply with these procedures will result in revocation of the card and fraudulent misuse may result in termination of the cardholder. - Purchase cards must be returned to the Finance Department upon leaving the Village’s employment. 425 Authorizations and spending limits Each individual’s card will have monthly maximum spending limits. Additional restrictions exist on the type of purchase each employee can use the purchase card for, based on the employee’s need. A Procurement Card is NOT: - a means to avoid appropriate procurement or payment procedures - a card to access cash or credit (ATM) - for items and services for personal, non-business use - for tax reportable services (any vendor that is NOT incorporated is subject to the 1099 reporting process for each calendar year) The following list covers purchases for which purchase card use is expressly prohibited: - Alcoholic Beverages - Capital Equipment - Cash Advances (ATM Machines) - Computer Hardware and Software (with the exception of the IT Department or department technology liaison) - Legal Services - Temporary Help - Clothing or other personal items - Telephone calls Responsibilities of Cardholders - The card must NOT be used for personal transactions. - The card must NOT be loaned to others. - Splitting of purchases into multiple parts in order to circumvent limits on the card is prohibited. - The cardholder is responsible for all inappropriate charges. - The cardholder shall not accept cash in lieu of a credit to the Procurement Card account. - The card must be kept in a secure location at all times. - Lost or stolen cards must be reported immediately. - Fraudulent activity must be reported immediately. - Creation and submission of an “expense report” each month - The Village is a tax-exempt entity. Each cardholder should do their best to ensure that the Village is not charged sales tax 426 Department Cards - The card must be kept in a secure location at all times. - All users must have a signed “Cardholder Agreement for Authorized Use of Purchase Card” on file in the Finance Department. Reporting Lost or Stolen Cards - Cardholders must notify the Issuing Bank and Finance Department immediately when a card is lost, stolen or suspected fraudulent activity is discovered. - Report a lost or stolen card or other emergency situations, by calling the Issuing Bank’s Customer Service number. Required Receipt Documentation - Receipts must be obtained with all purchases, identifying the date and itemized list of all purchases. - Receipts should be scanned and attached to an “expense report” using the online reporting system. - The Department Director is responsible for reviewing all charges and receipts prior to approving the “Expense Report”. Scanned or photographed copies of the following are acceptable receipts - Credit Card Orders: charge slip with only the total does not qualify as an original receipt. A receipt needs to include an original record of what was purchased. Any exceptions must be documented. - Pick Up Orders: Attach the detailed cash register receipt. - Phone/Fax Orders: original invoice or packing slip providing the packing slip shows what was purchased and pricing - Internet Orders: Print and attach a copy of the order screen or confirmation screen that shows what was purchased and the dollar amount. - Registration Fees: Attach the registration form. The form must show who the registration is for, the registration amount and what was included in the registration fee. - Documentation Not Available: If unable to obtain any type of documentation, write the receipt up by hand. Include the date of the purchase, vendor, items and price. Also attach a brief explanation as to why the original receipt is not attached. This is the exception rather than the rule, individuals not obtaining adequate support multiple times may have their card revoked. 427 Returns, Credits or Disputed Items - Returns: A credit should be issued for any item that the supplier has approved for return. The credit will appear on a subsequent statement. Any item purchased with the card that is returned must be returned for credit. Do not accept a refund in cash or check format. - The cardholder is responsible for following up with the merchant or issuing bank on any erroneous charges, disputed items or returns as soon as possible. Disputed billings can result from failure to receive the goods charged, defective merchandise, incorrect amounts, duplicate charges or credit not processed. - If you have a problem with a purchased item or a billing resulting from use of the procurement card, you should first try to reach a resolution with the supplier that provided the item. - If a disputed charge cannot be resolved with the supplier, complete the Cardholder Statement of Questioned Item Form attached. The written dispute notice must be received by the issuing bank within 30 days of the date of the bank statement. - Credits: request from the merchant that a credit be placed on your card account. Obtain a receipt for the credit like any other purchase documentation. Responsibilities of Finance Department - Receive and review the Village’s combined billing statement. When the statement is received the majority of the receipts should already be attached to “expense reports”. - Review information submitted by cardholder. Match receipts with statement of account. All receipts will be compared to the purchase record submitted by the cardholder. - Verify travel-related charges have been authorized by the Village Manager. - Make accessible on-line, monthly statements of accounts to individual cardholders for their records. - Make payments on a timely basis to ensure the Village does not accrued finance charges. - If the Finance Department cannot verify that the purchase made was necessary and for official use, the purchase will be reviewed by the Village Manager. If it is determined the purchase was not appropriate, then the cardholder must provide a credit voucher proving the items have been returned for credit or a personal check for the full amount of that purchase. - Annual inventory of purchase cards: On an annual basis, the Finance Department will verify that each cardholder is in physical possession of their assigned card. 428 Cardholder Agreement for Authorized Use of Purchase Card 1.) I, , have read and do understand the Village’s Procurement Card Policy. 2) I further agree to abide by the terms and conditions in that policy and understand that this card is subject to revocation if I fail to act in accordance with the policy. 3) I agree that if I engage in fraudulent activity or violate the terms and conditions of the Village’s Procurement Card Policy, as amended from time to time, I will fully reimburse the Village for all such transactions 4) I understand that that if I engage in fraudulent activity or violate the terms and conditions of the Village’s Procurement Card Policy , as amended from time to time, I will be subject to disciplinary action that may include termination. 5) Upon my termination or resignation as an employee with the Village, I agree to return the purchase card to the Finance Department and will not attempt to use the card after my employment is completed. Printed name: Signature: Date: 429 Cardholder Addition or Change Request Form TO: Finance Department FROM: SUBJECT: Request for Procurement Card or Change of Status □ Request the following employee by authorized a Village Purchase Card. □ Request the following employee have their Village Purchase Card limit(s) changed. Full Name: Signature: Title: Single Purchase Limit (Not to exceed $X,XXX.XX): $ Monthly Cycle Limit (Not to exceed $X,XXX.XX): $ □ Cancel / Reason: Date: Department Director Date: Finance Director Date: Village Manager * Merchant Category Code 430 Record of Purchase In Lieu of Original Receipt Cardholder name: Date Description of Purchase Purpose I, attest that purchase listed above is accurate and complies with eligible purchases with the Village of Buffalo Grove purchasing policy as of , 20__. This record serves in place of the original receipt. Cardholder signature: Supervisor signature: 431 Appendix G Petty Cash Reimbursement Request Note: Reimbursements from petty cash cannot exceed $150.00. Date Description of Purchase Purpose Reimbursement Amount I, attest that purchase listed above is accurate and complies with eligible purchases with the Village of Buffalo Grove purchasing policy as of , 20 . The Receipt for this purchase(s) is attached. Requestor signature: Supervisor signature: *A receipt for goods purchased, must be attached to this form. 432 Appendix H Advance Check Request Form Vendor: Requested By: Purpose: Check Amount: Distribution of Charges: Date Description of Purchase Account Amount For use when payment is required in advance of normal accounts payable cycle. Note: Check Number Approved By: 433 Appendix I Prevailing Wage Rider Terms A. The Village is an Illinois unit of local government and the Work hereunder is subject to the Illinois Prevailing Wage Act, 820 ILCS 130/0.01, et seq. Pursuant to PA 100-1177 the Illinois Department of Labor (IDOL) has activated an electronic database (Payroll Portal) capable of accepting and retaining certified payrolls submitted under the State of Illinois Prevailing Wage Act (820 ILCS/130/1). All contractors and subcontractors completing work for the Village of Buffalo Grove pursuant to the Act must submit all certified payroll through the IDOL Payroll Portal. Consequently, the Contractor and each subcontractor shall submit with their application for payment(s) the email certification received from their IDOL Payroll Portal submittal with each of their pay requests. Any delay in processing the payments due to a lack of aforementioned email certification shall not be an event of default by the Village and shall not excuse any delay by the Contractor who shall proceed with the Work as if no delay in payment has occurred. The Contractor and Village shall agree to take any further steps not outlined above to ensure compliance with the Prevailing Wage Act. Upon two business days’ Notice, the Contractor and each subcontractor shall make available to the Village their records to confirm compliance with the Prevailing Wage Act. Finally, to ensure compliance with Prevailing Wage Act, the Contractor and each subcontractor shall keep for a period of not less than 5 years after the Work has been completed records of all laborers, mechanics, and other workers employed by them for the Work; the records shall include each worker’s name, address, telephone number, classification or classifications, the hourly wages paid in each period, the number of hours worked each day, the starting and ending times of work each day and, when available, last four digits of the social security number B. Contractor shall comply with all applicable laws, regulations and rules promulgated by any federal, state, local, or other governmental authority or regulatory body pertaining to all aspects of the Work, now in effect, or which may become in effect during the performance of the Work. The scope of the laws, regulations, and rules referred to in this paragraph includes, but is in no way limited to, the Illinois Human Rights Act, Illinois Equal Pay Act of 2003, Occupational Safety & Health Act along with the standards and regulations promulgated pursuant thereto (including but not limited to those safety requirements involving work on elevated platforms), all forms of traffic regulations, public utility, Interstate and Intrastate Commerce Commission regulations, Workers’ Compensation Laws, Public Construction Bond Act, Prevailing Wage Laws, Public Works Preference Act, Employment of Illinois Workers on Public Works Act, USA Security Act, federal Social Security Act (and any of its titles), and any other law, rule or regulation of the Illinois Department of Labor, Department of Transportation, Illinois Environmental Protection Act, Illinois Department of Natural Resources, Illinois Department of Human Rights, Human Rights Commission, EEOC, and the Village of Buffalo Grove. C. <Insert Appropriate Insurance Requirements> 434 Accepted by , on , 20 Signature Printed Name & Title D. In addition to the requirements set forth above, the Contractor (and any subcontractor into whose subcontract this clause is incorporated) agrees to assume the entire liability for all personal injury claims suffered by its own employees and waives any limitation of liability defense based upon the Worker's Compensation Act and cases decided there under. Contractor agrees to indemnify and defend the Village from and against all such loss, expense, damage or injury, including reasonable attorneys' fees, which the Village may sustain as a result of personal injury claims by Contractor’s employees, except to the extent those claims arise as a result of the Village’s own negligence. E. Within five (5) business days after the Village’s notice to the Contractor of the Village’s receipt of a request made pursuant to the Illinois Freedom of Information Act [ILCS 140/1 et seq. – herein “FOIA”], the Contractor shall furnish all requested records in the Contractor’s possession which are in any manner related to this Contract, including but not limited to any documentation related to the Village and associated therewith. The Contractor shall not apply any costs or charge any fees to the Village or any other person, firm or corporation for its procurement and retrieval of such records in the Contractor’s possession which are sought to be copied or reviewed in accordance with such FOIA request or requests. The Contractor shall defend, indemnify and hold harmless the Village including its several departments and including its officers and employees and shall pay all of the Costs associated with such FOIA request or requests including Costs arising from the Contractor’s failure or alleged failure to timely furnish such documentation and/or arising from the Contractor’s failure or alleged failure otherwise to comply with the FOIA, whether or not associated with the Contractor’s and/or the Village’s defense of any litigation associated therewith. In addition, if the Contractor requests the Village to deny the FOIA request or any portion thereof by utilizing one or more of the lawful exemptions provided for in the FOIA, the Contractor shall pay all Costs in connection therewith. As used herein, “in the Contractor’s possession” includes documents in the possession of any of the Contractor’s officers, agents, employees and/or independent contractors; and “Costs” includes but is not limited to attorneys fees, witness fees, filing fees and any and all other expenses — whether incurred by the Village or the Contractor. F. Sexual Harassment Policy: The Contractor certifies that the firm has a written sexual harassment policy defining sexual harassment as required in Section 2-105 of the Ill. Human Rights Act. 775 ILCA 5/1-105 et. seq. G. Tax Payments: The Contractor certifies that the Contractor is not delinquent in the payment of any tax administered by the Illinois Department of Revenue as set forth in 65 ILCS 5/11-42.1-1. H. The parties hereto agree that for purposes of any lawsuit(s) between them concerning this rider or contract, its enforcement, or the subject matter thereof, venue shall be in Circuit Court of Cook County, Cook County, State of Illinois, and the laws of the State of Illinois shall govern the cause of action. 435 CONTRACTOR’S DRUG-FREE WORKPLACE CERTIFICATION The undersigned is an authorized representative of Name of Company: , and certifies that they will comply with all requirements Pursuant to Chapter 30, Section 580/1 of the Illinois Compiled Statutes (30 ILCS 580/1) et. Seq. entitled "Drug Free Workplace Act"; the undersigned CONTRACTOR hereby certifies to the contracting agency that it will provide a drug-free workplace by: 1. Publishing a statement: a. Notifying employees that the unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance, including cannabis, is prohibited in the grantee's of CONTRACTOR’S workplace. b. Specifying the actions that will be taken against employees for violations of such prohibition. c. Notifying the employee that, as a condition of employment on such contract or grant, the employee will: d. Abide by the terms of the statement; and e. Notify the employer of any criminal drug statute conviction for a violation occurring in the workplace no later than 5 days after such conviction. 2. Establishing a drug free awareness program to inform employees about: a. the dangers of drug abuse in the workplace; b. the grantee's or CONTRACTOR’S policy of maintaining drug free workplace; c. any available drug counseling, rehabilitation, and employee assistance program; and d. The penalties that may be imposed upon employees for drug violations. 3. Making it a requirement to give a copy of the statement required by subsection (a) to each employee engaged in the performance of the contract or grant and to post the statement in a prominent place in the workplace. 4. Notifying the contracting agency within 10 days after receiving notice under part (B) of paragraph (3) of subsection (a) from an employee or otherwise receiving actual notice of such conviction. 5. Imposing a sanction on, or requiring the satisfactory participation in a drug assistance or rehabilitation program by any employee who is so convicted, as required by Section 5 (30 ILCS 580/5) of the Act. 6. Assisting employees in selecting a course of action in the event drug counseling treatment, and rehabilitation is required and indicating that a trained referral team in place. 7. Making a good faith effort to continue to maintain a drug free workplace through implementation of this Section. 8. Failure to abide by this certification shall subject the CONTRACTOR to the penalties provided in Section 6 (30 ILCS 580/6) of the Act. Signed: Printed Name: Title/Position: Subscribed and sworn to before me this day of , 20 Notary Public: 436 NATIONAL SECURITY/USA PATRIOT ACT Pursuant to the requirements of the USA Patriot Act and applicable Presidential Executive Orders, CONTRACTOR represents and warrants to the Village of Buffalo Grove that neither it nor any of its principals, shareholders, members, partners, or affiliates, as applicable, is a person or entity named as a Specially Designated National and Blocked Person (as defined in Presidential Executive Order 13224) and that it is not acting, directly or indirectly, for or on behalf of a Specially Designated National and Blocked Person. CONTRACTOR further represents and warrants to the Village of Buffalo Grove that CONTRACTOR and its principals, shareholders, members, partners, or affiliates, as applicable, are not, directly or indirectly, engaged in, and are not facilitating, the transactions contemplated by this Agreement on behalf of any person or entity named as a Specially Designated National and Blocked Person. CONTRACTOR hereby agrees to defend, indemnify and hold harmless the Village of Buffalo Grove, its Corporate Authorities, and all Village of Buffalo Grove elected or appointed officials, officers, employees, agents, representative, engineers, and attorneys, from and against any and all claims, damages, losses, risks, liabilities, and expenses (including reasonable attorneys’ fees and costs) arising from or related to any breach of the foregoing representations and warranties. CONTRACTOR further represents and warrants it is not acting, directly or indirectly, for or on behalf of any person, group, entity, or nation named by the United States Treasury Department as a Specially Designated National and Blocked Person, or for or on behalf of any person, group, entity, or nation designated in Presidential Executive Order 13224 as a person who commits, threatens to commit, or supports terrorism; and that CONTRACTOR is not engaged in this transaction directly or indirectly on behalf of or facilitating this transaction directly or indirectly on behalf of, any such person, group, entity, or nation. CONTRACTOR hereby agrees to defe nd, indemnify, and hold harmless the Village of Buffalo Grove, its Corporate Authorities, and all Village of Buffalo Grove elected or appointed officials, officers, employees, agents, representative, engineers, and attorneys, from and against any and all claims, damages, losses, risks, liabilities, and expenses (including reasonable attorneys’ fees and costs) arising from or related to any breach of the foregoing representation and warranty. CONTRACTOR Printed Name Date 437 Appendix J Asset Sharing Policy ASSET SHARING GUIDELINES A. Objectives 1. Through collaborative efforts between all Village Departments and other external stakeholder groups (Park District, School District, County Government, etc…), Asset Sharing initiatives will be used to reduce asset redundancy and save money. 2. To increase collaboration between both internal and external agencies and improve productivity and organizational understanding. 3. Asset Sharing efforts are limited to local, regional, state and federal taxing bodies only, except as provided for specific outside groups with the approval of the Village Manager or designee. B. Asset Sharing Considerations Once an asset has been determined to be in need of replacement, the requesting department should follow the process outlined below as part of its regular evaluation. (This process would apply to new additions to the asset inventory as well). 1. Identify potential sharing partners. a. Can the asset be shared with another department within the Village or outside agency? b. Is the sharing of the asset appropriate and practical with type of asset and the department/agency for which it will be shared? c. Will the proposed partner be willing to share equally, or in part, the cost of the asset being purchased as well as the long-term operational cost once acquired? 2. Once a determination has been made that asset sharing is appropriate and practical, and the parties have agreed to participate in such an engagement, an Intergovernmental Agreement (IGA), Letter of Understanding (LOA) or some other written agreement should be drafted or reviewed by the Village Attorney 438 3. The agreement should clearly identify the responsibilities of the parties with respect to: a. Acquisition cost b. Who will perform the maintenance c. Maintenance costs allocation d. Storage e. Use and scheduling f. Accounting and budgeting g. Decommissioning and sale of the asset h. Other operational considerations. 4. Village department directors will be responsible for ensuring that this policy is communicated to all employees, particularly those with purchasing authority. 439 Appendix K Change Orders Change orders are allowed and can be expected when working on projects, however all personnel should be keenly aware of the following laws and ordinances. Subsection 9 of Article 33E, Public Contract, of the Illinois Criminal Code (720 ILCS 5/33E-9) makes it a Class 4 felony to approve a change order for an increase or decrease in either the cost of a public contract by a total of $10,000 or more or the time of completion by a total of 30 days or more without first obtaining from the Village Board, or from a designee authorized by the Village Board, a determination in writing that (1) the circumstances said to necessitate the change in performance were not reasonably foreseeable at the time the contract was signed, or (2) the change is germane to the original contract as signed, or (3) the change order is in the best interest of the unit of local government. Subsection J. of Section 2.08.040 of the Buffalo Grove Municipal Code gives the Village Manager the authority to approve a change order to a public contract for an increase in an amount of not to exceed 10 percent of the contract amount or $10,000, whichever is less. Subsection J. of the Municipal Code also authorizes the Village manager to make a determination, based upon the above criteria in regards to the modification of the time of completion of a project by not more than 90 days. Therefore the Village Board, pursuant to subsection 9, must make the determination in writing that one of the three requirements is applicable or designate the Village Manager as having the authority to make said determination as it pertains to the cost of a project. Attached at the end of Appendix K. is a sample change order. 440 Village of Buffalo Grove Change Order Project Name Change Order Number Project Number Date The Contract is altered as follows: The original Contract Amount was $ Amount altered by previous Change Order $ The Contract Amount prior to this Change Order $ The Contract Amount will be (increased, decreased) by this Change Order in the amount of $ The new Contract Amount including this Change Order $ Original Contract Completion Date _______________ Days altered by previous Change Order _____Calendar Days The Contract Time/Completion Date will be (increased, decreased) by _____Calendar Days The new Contract Completion Date Original Contract Completion Date Days altered by previous Change Order The Contract Time/Completion Date will be (increased, decreased)by The new Contract Completion Date _______ Accepted by: Contractor Printed Name Printed Name Printed Name Signature Signature Title Title The Village of Buffalo Grove Printed Name Signature Title 441 Appendix L Vendor Evaluation Form Village of Buffalo Grove Vendor Performance Evaluation Page 1 of INSTRUCTIONS 1. Use this form to report vendor performance (positive or negative) for deliveries of supplies and/or rendering of services. 2. The person designated for accepting supplies/services or the Contract Manager is responsible for filling out this form (type or print). Only page 1 is required, if page 2 is not used. However, if any area on page 1 is marked “unsatisfactory”, page 2 must also be filled out and submitted with page 1 (see page 2, Explanations/Comments, when marking “unsatisfactory”). Page 2 is NOT restricted to “unsatisfactory” comments. If you have something good you want on record, use page 2. Attach supporting documents, if applicable. 3. Village Contracts: Regardless of the purchasing method (bid, sole source, etc.) used, as a minimum this form MUST be completed and submitted not later than 2 weeks after completion/expiration of a Village contract. Past performance is considered on future contracts. This form should accompany future bid request forms. 4. Send SIGNED form to: the Buyer or email to BGFinance@vbg.org VENDOR INFORMATION COMPLETE ALL APPLICABLE INFORMATION Company Name Contract # VoBG - Mailing Address Description/Title City, St, Zip Code Original Contract Term: From Representative Current Term: From Telephone Solicitation # VoBG - Email # of Change Orders to Contract Type of Contract Purchase Order # DEFINITIONS OUTSTANDING (1) – Vendor considerably exceeded minimum contractual requirements or performance expectations of the products/services; The vendor demonstrated the highest level of quality workmanship/professionalism in execution of contract. EXCELLENT (2) - Vendor exceeded minimum contractual requirements or performance expectations of the products/services. SATISFACTORY (3) - Vendor met minimum contractual requirements or performance expectations of the products/services. UNSATISFACTORY (4) - Vendor did NOT meet the minimum contractual requirements or performance expectations of the products and/or services; Performed below minimum requirements (see page 2, Explanations/Comments) EVALUATIONS (Place “X” in appropriate box for each major area.) Criteria (includes change orders/amendments) 1 2 3 4 N/A 1. Supplies delivered/Work performed on schedule. 2. Condition of delivered supplies (includes handling/packaging). 3. Adherence to specifications/statement of work. 4. Resolved problems/customer complaints timely. 5. Working relationship/interfacing with Village staff/public sector (citizens). 6. Service Call (On-Call) response time. 7. Other (specify): 8. Overall evaluation of compliance with contract requirements. 442 Village of Buffalo Grove Vendor Performance Evaluation Page of Company Name: Contract #: VoBG - EXPLANATIONS/COMMENTS Contract Ref No. 1. Do not submit page 2 without page 1. 2. Be specific (include paragraph and page numbers referenced in the applicable contract, purchase order, etc). Continue on separate sheet (enter company name and contract number or other reference) Ref No. ACTION TAKEN BY VENDOR (reply below or submit separate correspondence) NAME/TITLE OF EMPLOYEE SIGNATURE DATE FOR FINANCE DEPARTMENT USE ONLY 443 Appendix M QBS Procedures - using State, MFT(motor fuel tax) or TBP(township bridge project) Funds The procedure for State required Quality Based Selection (QBS) procurement consists of the following five basic steps: 1. Define the Project. Clearly define the scope of the services desired. Depending on the amount of data, this may be on one or more pages. This information should include the following: a) describe in general terms the need, purpose, and objective of the project; b) identify the various project components; c) establish the desired timetable for the effort; d) ident ify any expected problems; and e) determine the total project budget. A comprehensive evaluation of the problem or need that resulted in the project is essential to the procurement process. The solution, approach, and eventual design for the project will evolve out of the expertise offered by the consultant responding to the request for technical proposals. To ensure that the respondents address the project properly and effectively, clearly articulate all known parameters of the project. The Village of Buffalo Grove (“Village”)may skip to Step 5 when both of the following criteria are met. a) The Village elects to select a consultant that has a satisfactory working relationship with the Village; and b) The engineering services contract is not being paid for using federal funds. 2. Public Notice. Whenever a project requiring engineering services is proposed, the Village shall post a public notice requesting a statement of interest along with the qualifications and performance data from consultants. This may be accomplished through an advertisement in a local newspaper, posting on the Village’s website, or through various trade magazines or websites. The Village will consider the following sources when preparing a list of potential firms: a) identification of consultants from the Village’s or IDOT’s prequalification list; b) a directory or source list identifying small, minority, and women owned businesses with capabilities relevant to the project; c) discussions with other persons or agencies who have accomplished similar work; d) lists of consultants secured from professional societies; and/or e) lists of consultants secured from the agency’s own experience of consultants. 3. Evaluation. The Village shall evaluate the consultant submitting letters of interest, taking into account qualifications, ability of professional personnel, past record and experience, performance data on file, willingness to meet time requirements, location, workload of the consultant, and such other qualifications-based factors. The first objective of evaluation is the elimination of all respondents who are not qualified or who do not have the experience for the required work. The Village may conduct discussions with and require presentations by consultants deemed to be the most qualified based on their qualifications, approach to the project, and ability to furnish the required services. When conducted, interviews shall occur separately with a minimum of three consultants, or all qualified consultants if less than three qualified consultants respond. If the Village decides to conduct discussions with and/or require presentations by consultants deemed to be the most qualified, this should be included in the public notice. In no case shall the Village, prior to selecting a consultant for negotiation, seek formal or informal submission of verbal, written, or sealed estimates of costs or proposals in terms of dollars, hours required, percentage of construction cost, or any other measure of compensation. 444 4. Evaluation. The Village shall evaluate the consultant submitting letters of interest, taking into account qualifications, ability of professional personnel, past record and experience, performance data on file, willingness to meet time requirements, location, workload of the consultant, and such other qualifications-based factors. The first objective of evaluation is the elimination of all respondents who are not qualified or who do not have the experience for the required work. The Village may conduct discussions with and require presentations by consultants deemed to be the most qualified based on their qualifications, approach to the project, and ability to furnish the required services. When conducted, interviews shall occur separately with a minimum of three consultants, or all qualified consultants if less than three qualified consultants respond. If the Village decides to conduct discussions with and/or require presentations by consultants deemed to be the most qualified, this should be included in the public notice. In no case shall the Village, prior to selecting a consultant for negotiation, seek formal or informal submission of verbal, written, or sealed estimates of costs or proposals in terms of dollars, hours required, percentage of construction cost, or any other measure of compensation. 5. Selection. On the basis of evaluations, discussions and presentations, the Village shall select no less than three consultants which it determines to be the most qualified to provide services for the project and rank them in order of qualifications to provide services regarding the specific project. The Village shall then contact the consultant ranked most preferred and attempt to negotiate a contract at a fair and reasonable compensation, taking into account the estimated value, scope, complexity, and professional nature of the services to be rendered. Typical criteria for evaluating and ranking consultants are included in the following consultant ranking criteria. If fewer than three qualified consultants submit letters of interest and the Village determines that one or both are so qualified, the Village may proceed to negotiate a contract. Consultant Ranking Criteria The weight given to each evaluation criterion in the ranking process may vary from project to project, with more weight towards the criteria that are critical to the success of the project. Typical technical criteria for both evaluating and ranking entities should include but not be limited to the following: a) The education, experience, and expertise of the entity’s principals and key employees. b) The entity’s general experience, stability, and history of performance on projects similar to the one under consideration. c) Availability of adequate personnel, equipment, and facilities to do the required work expeditiously. d) The name, or names, of individuals in the entity who will be assigned key project responsibilities, with particular attention to their qualification, competence, and past performance. e) The entity’s approach to the planning, organizing, and management of a project effort, including communication procedures, approach to problem solving, data gathering methods, evaluation techniques, and similar factors. f) Facilities and equipment owned by the entity, including computer capability, reproduction and communication equipment, laboratory and testing equipment, or other specialized equipment applicable to the project under consideration. g) Present workload with attention to current and future commitments of available personnel, particularly those key persons expected to be assigned to your project. h) Financial stability, with particular attention to avoiding a situation in which the entity is solely dependent on income from the project at hand for its existence. i) Recommendations and opinions of each entity’s previous clients as to its ability to meet deadlines and remain within budget. Prior clients may also be able to advise you as to each entity’s sense of responsibility; attitudes of key personnel; concern for economy, efficiency, and environment; and quality of service. j) If practical, observation of each entity’s facility and the sites of current and/or completed projects. k) The reputation and integrity of the engineering entity within the professional field and the community. l) Awards received by the entity and technical papers authored by employees. m) Special considerations for some projects might include staff conversant in foreign languages. Non-technical criteria may not exceed 10% of the total evaluation and rank weighting. Typical non-technical criteria for both evaluating and ranking entities may include but not be limited to the following: 445 a) Proximity of the engineering entity to the proposed project site and/or the agency’s office. b) Qualified minority representation. c) How DBE goals are addressed. 6. Contract Negotiation. The Village shall prepare a written description of the scope of the proposed services to be used as a basis for negotiations and shall negotiate a contract with the highest qualified consultant at compensation that the Village determines in writing to be fair and reasonable. In making this decision, the Village shall take into account the estimated value, scope, complexity, and professional nature of the services to be rendered. An important objective of the negotiation process is to reach a complete and mutual understanding of the scope of professional services to be provided and the degree of performance desired. The general scope of professional services developed in the procurement process should be broad in order to serve as the basis for negotiation. The negotiation process offers the opportunity for refinement, amendment, and complete definition of the services to be rendered, as well as the areas of responsibility and liability for those services. Mutual understanding on these points at the negotiation stage can minimize the possibility of misunderstanding as the project progresses. Special elements of the engineering portion of the project to be established during negotiation include: a) project schedule, b) manpower requirement and timing, c) level of engineering effort, d) avenues of research, and e) areas of responsibility/liability. Any percentage fee contract should be fully supported by an acceptable estimate of man-hours, anticipated hourly payroll rates by classification of employee for the project, and applicable overhead and burden rates. These rates should be evaluated and, if determined to be acceptable, the percentage fee may be approved by the Village. The consultant’s method of dividing the project into work units and calculating related time units are to be such that the estimate can be readily reviewed. The consultant will use its own estimates of man-hours, rates of pay, overhead, profit, and itemized non- salary costs based on the consultant’s work force and past job experience. When the prime consultant requires the services of another consultant to provide expertise, advice, or information to the prime consultant, the prime consultant will complete an analysis of fee for engineering services (including a breakdown of direct salary and direct non-salary costs) or supply specific rate for services (e.g. testing). The prime consultant is responsible for ensuring that Disadvantage Business Enterprises (DBEs) will have an equitable opportunity to compete for subcontracts. Contracts between the Village and consultants must be set forth in fully executed agreements. If there is an agreement with the consultant, and if the fee is within range of the budget, then proceed to finalize an agreement. If problems arise with the scope of the project or the fee, further discussion and clarification may be required. Selection of a consultant by qualification provides no guarantee that the Village and the consultant will come to an agreeable fee. For that reason, the ranking process provides, in addition to the first preference, at least two alternative qualified consultants. If an agreement cannot be reached on the scope and fee, the Village may drop negotiations with the top-ranked consultant and continue the process with the second ranked consultant. 7. Summary. Ranking and negotiations involve a considerable amount of subjective judgment. Engineering projects involve a large expenditure of public funds, accountability for decisions, and value judgments is most important. To ensure adequate accountability the Village shall endeavor to: a) involve more than one knowledgeable person in the evaluation process, b) be consistent in reviewing each applicant, c) keep accurate and complete records of all correspondence, memoranda, evaluations, and decisions. 446 QBS Procedures - Federally Funded Consultant Services When the Village of Buffalo Grove receives federal funds, which may be used to fund the engineering and design related consultant services, the Village will follow the below described procedure. The Village’s written policies and procedures as described below for Quality Based Selection (QBS) will meet the requirements of 23 CFR 172 and the Brooks Act. 1. Initial Administration – The Village of Buffalo Grove QBS policy and procedures assigns responsibilities to the following staff members: the Administrative Services Manager, Public Works Director, Village Engineer, Deputy Director of Public Works, and Civil Engineers/Project Managers within the Village of Buffalo Grove organization for the procurement, management, and administration for consultant services. 2. Written Policies and Procedures – The Village of Buffalo Grove believes their adopted QBS written policies and procedures (this Appendix M) substantially follows Section 5-5 of the BLRS Manual and specifically Section 5- 5.06(e), therefore; approval from IDOT is not required. 3. Project Description – The Village of Buffalo Grove will use the following five items when developing the project description and may include additional items when unique circumstances exist: a) Describe in general terms the need, purpose, and objective of the project; b) Identify the various project components; c) Establish the desired timetable for the effort; d) Identify any expected problems e) Determine the total project budget. 4. Public Notice – The Village of Buffalo Grove will post an announcement for professional services on the Village website www.vbg.org and/or publish an ad in a newspaper with appropriate circulation. The item will be advertised for at least 14 days prior to the acceptance of proposals, and at least twice in the newspaper and/or on continuous display on the Village’s website. 5. Conflict of Interest – The Village will require consultants to submit a disclosure statement with their proposals. The Village of Buffalo Grove will require the use of the IDOT BDE DISC 2 Template as their conflict of interest form. 6. Suspension and Debarment – The Village of Buffalo Grove will make use of SAM (System for Award Management, sam.gov)Exclusions, IDOT’s (Illinois Department of Transportation), CPO’s (Chief Procurement Officer) website and the three other state CPO’s websites to verify suspensions and debarments actions to ensure the eligibility of firms short listed and selected for projects. 447 7. Evaluation Factors – The Village of Buffalo Grove allows the Chief Procurement Officer and Village Engineer to set the evaluation factors for each project, but must include a minimum of 4 criterion and stay within the established weighting range shown below. The maximum of DBE and local presence combined will not be more that 10% on projects where federal funds are used . The follow project specific evaluation factors (“Critera”) will be included in the Request for Proposals: a) Technical Approach (10 - 30%) b) Firm Qualifications & Experience (10 - 30%) c) Specialized Expertise (10 - 30%) d) Staff References and Resumes (Prime/Sub) (10 - 30%) e) Work Load Capacity (10 - 30%) f) Past Performance (10 - 30%) In-State or Local Presence* g) Participation of Qualified and Certified DBE Sub-consultants* (* The combined total of these two items cannot exceed 10%) The following shall not be used as a factor in the evaluation, ranking and selection: a) All price and cost related items including: cost proposals, direct salaries/wage rates; indirect costs (overhead), and other direct costs. b) In-State or Local Presence (other than as explained above). 8. Selection – The Village of Buffalo Grove will require a selection committee made up of no less than 3 persons. The selection committee members may include the Director of Public Works, the Village Engineer, the Deputy Director of Public Works, Civil Engineers/Project Managers, Village Board Members, and Consultants. The selection committee members must certify that they do not have a conflict of interest. Selection committee members are chosen by the Chief Procurement Officer for each project. The Village of Buffalo Grove requires each member of the selection committee to provide an independent score for each proposal using a form substantially similar to that shown below prior to the selection committee meeting. Criteria Weighting Points Firm 1 Firm 2 Firm 3 Firm 4 Total 100% 100 The selection committee members’ scores are averaged for a committee score which is used to establish a short list of three firms. The committee score is adjusted by the committee based on group discussion and information gained from presentations and interviews to develop a final ranking. If there are other firms within 10% of the minimum score, the Chief Procurement Officer may choose to expand the short list to include more than three firms. 9. Independent Estimate –Village of Buffalo Grove Engineering staff will prepare an independent in- house estimate for the project prior to contract negotiation. The estimate is to be used in the negotiation process. 10. Contract Negotiation – The Village of Buffalo Grove requires a 2 person team to negotiate with consultants. The team consists of The Chief Procurement Officer, and The Village Engineer or The Director of Public Works. Members of the negotiation team may delegate this responsibility to staff members. If agreement cannot be reached on the scope and fee, the Village may drop negotiations with the top- ranked consultant and continue the process with the second ranked consultant. The Village shall shred the concealed cost proposals of unsuccessful firms. 448 11. Acceptable Costs – The Village of Buffalo Grove requires the Chief Procurement Officer or the Village Engineer review the contract costs and the indirect cost rates to assure they are compliant with Federal cost principles prior to submission to IDOT. 12. Invoice Processing – The Village requires the Village Attorney and the Project Manager/Civil Engineer assigned to any project using federal funds to review and approve all invoices prior to payment and submission to IDOT for reimbursement. 13. Project Administration – The Village requires the assigned Project Manager/Civil Engineer to monitor work on the project in accordance with the contract and to file reports with the Village Engineer/Chief Procurement Officer. The Village procedures require an evaluation of the consultant’s work at the end of each project. These reports are maintained in the Village consultant information database. The Village of Buffalo Grove follows IDOT’s requirements and will submit BLRS Form 05613 to the IDOT district at contract close-out along with the final invoice. 14. Professional Service Agreements - While use of standard engineering agreement forms is not required by IDOT, the Village of Buffalo Grove may consider the use of standard engineering agreements developed by IDOT in order to ensure compliance with all federal and state requirements. If a standard engineering agreement form is modified, the department logo, form number, and any other department identifier shall be removed. Separate engineering agreements are required for preliminary and construction engineering services. The following standard agreement forms are provided by CBLRS: • Form BLR 05510 – Engineering Services Agreement • Form BLR 05520 – Maintenance Engineering to Be Performed by a Consulting Engineer • Form BLR 05530 – Request for Engineering Services Performed by Local Forces 449 Village of Buffalo Grove Post Issuance Procedures Manual 450 POST-ISSUANCE PROCEDURES MANUAL FOR TAX-EXEMPT BONDS ISSUED BY THE VILLAGE OF BUFFALO GROVE (THE “ISSUER”) Adopted: Revised: Post-Issuance Procedures Manual.doc 0000700 451 NOTHING IN THIS MANUAL IS INTENDED TO REDUCE THE RESPONSIBILITY OF THE ISSUER. THESE PROCEDURES ARE INTENDED TO FACILITATE COMPLIANCE WITH TAX RELATED COVENANTS MADE IN BOND DOCUMENTS. I. POLICY STATEMENT ................................................................................................................................................ 1 II. PROCEDURES ............................................................................................................................................................ 2 A. Bonds Subject to these Procedures ....................................................................... 2 B. Facilities/Assets Subject to these Procedures ........................................................ 2 C. Assignment of Responsibility to Staff .................................................................. 2 D. Duties of the Compliance Officer ......................................................................... 2 1. Maintaining List of Bonds ........................................................................... 2 2. Maintaining List of Facilities ....................................................................... 2 3. Recordkeeping ............................................................................................ 3 a. Transcript Items .................................................................................... 3 b. Expenditure & Investment Items ........................................................... 3 c. Records of Use ..................................................................................... 4 d. Rebate & Yield Calculations ................................................................. 4 e. Actions under these Procedures............................................................. 4 4. Arbitrage Computations .............................................................................. 5 5. Annual Review and Reports ........................................................................ 5 6. Action on the Discovery of a Potential Violation ......................................... 5 a. Reallocation .......................................................................................... 5 b. Remediation ......................................................................................... 6 c. Voluntary Closing Agreement Program ................................................ 6 7. Action on IRS Contact ................................................................................ 6 a. Examination of Bonds .......................................................................... 6 b. Compliance Checks .............................................................................. 7 8. Training ...................................................................................................... 7 E. Changes to the Manual ......................................................................................... 7 F. Specific Procedures for Special Cases .................................................................. 8 G. Authorization and Expense .................................................................................. 8 Appendix A – List of Bonds Appendix B-1 – List of Bond - Financed Property Appendix B-2 – List of Disposed Bond - Financed Property Appendix C – Glossary of Terms and Concepts 452 I. Policy Statement This Post-Issuance Procedures Manual (the “Manual”) is intended to provide procedures (the “Procedures”) for compliance with the requirements of the Internal Revenue Code of 1986, as amended (the “Code”), and applicable United States Treasury Regulations (the “Regulations”) necessary to maintain the tax exemption of the interest on bonds or other obligations issued by and for the benefit of the Issuer. The Issuer has and will from time to time issue various issues of tax-exempt bonds, tax credit bonds or direct pay bonds (the “Bonds”). Maintaining the tax-exempt or tax-advantaged status of Bonds requires continuing compliance by the Issuer with certain covenants and agreements contained in the documents relating to the issuance of the Bonds. In connection with each issue of tax-exempt Bonds, the Issuer has covenanted or will covenant not to take any action that would cause the interest on the Bonds to become included in the gross income of the holders of the Bonds for federal income tax purposes. These Procedures are being adopted by the Issuer to assist the Issuer in fulfilling covenants to maintain the tax-exempt or tax-advantaged status of the Bonds. It is the intention of the Issuer that the Issuer will comply with all applicable Federal tax law requirements and maintain sufficient records to demonstrate such compliance. The Issuer is aware that the Internal Revenue Service (“IRS”) maintains an active force of revenue agents who examine bond issues for compliance. As a result of such examinations, the IRS may require payment of financial penalties or impose other sanctions to preserve the tax-exemption or tax-advantaged nature of the Bonds or may declare bonds to no longer be tax-exempt or tax-advantaged. Any such declaration could result in legal action against the Issuer. To minimize the risk of such occurrence, these Procedures have been adopted to provide a framework for post-issuance compliance. This Manual is only for the benefit of the Issuer. No other person (including an owner of a Bond) may rely on the Procedures included in this Manual. The Issuer is aware that the existence of adequate written procedures may influence the IRS to settle matters on more favorable terms should such settlement be required. Federal tax law imposes restrictions related to the investment and expenditure of Bond proceeds and on the use of facilities financed with Bonds. Compliance with these restrictions is often necessary to maintain the tax- exemption or tax-advantaged nature of the Bonds. The Issuer is responsible for following tax-related covenants concerning the Bonds. These Procedures are not intended to diminish or augment those covenants. In order to most efficiently apply limited resources, these Procedures may be limited to Bonds issued after a specified date. Certain concepts and terms addressed and used in these Procedures are further described in the glossary attached hereto, as Appendix C. 453 II. Procedures A. Bonds Subject to these Procedures Attached hereto as Appendix A is a list of the Issuer’s outstanding Bonds subject to these Procedures. The Compliance Officer (as hereinafter defined) should update this list whenever Bonds are issued and whenever an issue of Bonds subject to the Procedures is fully retired. If payments on the Bonds are provided for by an escrow, such Bonds should remain on the list until the Bonds are paid in full. B. Facilities/Assets Subject to these Procedures Attached hereto as Appendix B-1 is a list of the facilities and assets financed, refinanced or reimbursed with proceeds of the Bonds and that are subject to Federal tax restrictions. Attached hereto as Appendix B-2 is a list of those facilities and assets that have been disposed of. The Issuer and the Compliance Officer recognize that a list of financed assets is necessary to track Private Business Use of Bond financed facilities. In order to simplify the maintenance of the list, the Compliance Officer may include entire buildings or other facilities even if only partially financed with Bonds. The list for each issue of Bonds should be completed within a reasonable period after the final allocation of Bond proceeds is made. In the case of Refunding Bonds, the list of assets financed should include the list of assets financed by the refunded obligati ons. C. Assignment of Responsibility to Staff The Issuer designates its Director of Finance (the “Compliance Officer”) as having responsibility to keep all records required to be kept by the Issuer under these Procedures, to make all reports to the Issuer’s governing body required by these Procedures, and to otherwise assure that all actions required of the Issuer hereunder be taken. The Compliance Officer may further delegate certain tasks to other officers, employees or agents of the Issuer. Such delegation shall not relieve the Compliance Officer from responsibility to assure that all tasks assigned to the Compliance Officer hereunder are completed in a timely fashion. D. Duties of the Compliance Officer 1. Maintaining List of Bonds. The Compliance Officer is charged with maintaining the list referred to in Section IIA hereof, and updating such list whenever a new issue of Bonds subject to these Procedures is issued or when an issue of Bonds subject to these Procedures is retired. 2. Maintaining List of Facilities. The Compliance Officer is charged with maintaining the list referred to in Section IIB hereof. When an issue of Bonds financing or refinancing a subject facility is retired or redeemed, the list shall identify the retirement or redemption of the Bonds that financed or refinanced such subject facility. As proceeds of 454 Bonds are spent, the Compliance Officer should update the list periodically at times convenient to the Compliance Officer. The Compliance Officer may simplify the list by including entire buildings or other facilities even if only a portion was Bond financed. 3. Recordkeeping. The Compliance Officer is hereby designated as the keeper of all records of the Issuer with respect to the Bonds and that relate to the tax-exempt or tax-advantaged status of the Bonds. The Compliance Officer shall report to the Issuer’s governing body not less often than once per year concerning whether he or she has all of the required records in his or her possession, or if not, whether he or she is taking appropriate action to obtain or recover such records. The Compliance Officer should review the records related to the Bonds and shall determine what requirements the Issuer must meet in order to maintain the tax-exemption of interest paid on the Bonds or the tax-advantaged status of the Bonds. The Compliance Officer should then prepare a list of the contracts, requisitions, invoices, receipts and other information that may be needed in order to establish that (i) the interest paid on the Bonds is entitled to be excluded from gross income for federal income tax purposes or (ii) the Bonds remain tax- advantaged. Notwithstanding any other procedures of the Issuer, such retained records shall be kept for at least as long as the related issue of Bonds or any refunding obligations that may directly or indirectly refund such Bonds remain outstanding, plus three years. Such records, at a minimum, shall include the following items. a. Transcript Items. The Compliance Officer should receive, keep and maintain a true, correct and complete counterpart of each document and agreement delivered in connection with the issuance of the Bonds, including without limitation (i) the proceedings of the Issuer authorizing the Bonds, (ii) any offering document with respect to the offer and sale of the Bonds, (iii) any legal opinions with respect to the Bonds delivered by any lawyers, (iv) notices and minutes of any public hearings held with respect to the Bonds, (v) the tax documentation, including any Tax Exemption Certificate and Agreement, any Tax Compliance Certificate and Agreement and any Non- Arbitrage or Arbitrage Certificates or any tax-related covenants that may be contained in the proceedings of the Issuer authorizing the Bonds, (vi) all written representations of any person delivered in connection with the issuance and initial sale of the Bonds, and (vii) the applicable series of Series 8038 Form filed with respect to the Bonds along with proof of filing. It is likely that such transcript items will be found in the form of or included in a bound volume or compact disc delivered to the Issuer after the Bonds were issued. b. Expenditure & Investment Items. The Compliance Officer should maintain copies of: (i) account statements showing the disbursements of all Bond proceeds for their intended purposes, as well as any requisition requests and the invoices and contracts (e.g., construction contracts, third party invoices) to which the expenditure of funds relates; (i) account statements showing all investment activity of any and all accounts in which the proceeds of the Bonds have been held; 455 (ii) all bid requests and bid responses used in the acquisition of any special investments or derivative products used in connection with the Bonds, including any swaps, swaptions, or other financial derivatives entered into in order to establish that such instruments were acquired at fair market value; and (iv) copies of any subscriptions to the U.S. Treasury for the purchase of State and Local Government Series (SLGS) obligations. To the extent that such records are not in the possession of the Compliance Officer with respect to a particular issue of Bonds, investment or expenditure, the Compliance Officer should make a note that such record is not in his or her possession. In such case, the Compliance Officer should take reasonable steps to obtain such records or, if not possible, consult with counsel concerning possible alternatives. c. Records of Use. The Compliance Officer should maintain records establishing that all Bond-financed property has been used for the purposes required for interest on the Bonds to be excluded from gross income for federal income tax purposes or for the Bonds to remain tax-advantaged. Such records shall include copies of all significant contracts and agreements of the Issuer, including any leases, management contracts, research agreements, or service contracts, with respect to the use of any property owned by the Issuer and acquired or financed with the proceeds of the Bonds (excluding arm’s length contracts covering 50 or fewer days). The Compliance Officer shall cause such contracts to be reviewed either by staff of the Issuer or by an outside consultant (i) to determine if such contracts cause any Private Business Use of such facilities, or (ii) if the Compliance Officer cannot reasonably determine whether such contract causes Private Business Use. If any such contract is determined to cause Private Business Use of a Bond-financed facility, the Compliance Officer should determine or cause to be determined for each year, the percentage of such facility so privately used. Such determination may be made in consultation with counsel or other consultants. d. Rebate & Yield Calculations. The Compliance Officer should maintain copies of any calculations of liability for arbitrage rebate or yield reduction payment that is or may become due with respect to the Bonds, and any calculations prepared to show that no arbitrage rebate is due, together, if applicable, with account statements or cancelled checks showing the payment of any rebate amounts to the U.S. Treasury together with any applicable IRS Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, or Form 8038-R, Request for Recovery of Overpayments under Arbitrage Rebate Provisions, or any successor form to either of those. e. Actions under these Procedures. The Compliance Officer should retain all records, memoranda and other documents and correspondence relating to these Procedures or actions taken under these Procedures. 456 4. Arbitrage Computations. The Compliance Officer should review the agreements of the Issuer with respect to each issue of Bonds and shall determine what actions are necessary or advisable to comply with the arbitrage restrictions and arbitrage rebate requirements of the Code. Some issues of Bonds may be exempt from the rebate requirement. Taking into account any applicable exemptions from the arbitrage rebate requirement for each issue of Bonds, the Compliance Officer should cause computations to be made at least once in the first five years the Bonds are outstanding (and at least once every 5-year period thereafter while the Bonds are outstanding) of the accrued arbitrage rebate amount (if any) with respect to each issue of Bonds. The Compliance Officer should, if authorized, retain a law firm or other consultant or use staff of the Issuer to prepare reports stating whether or not there is any rebate or yield reduction payment liability to the U.S. Treasury related to the Bonds, and setting forth any applicable exemptions from rebate liability that may be applicable to any funds or accounts. Such report should be updated annually. Updates will not be required if a report clearly indicates that no additional rebate or yield restriction liability will accrue. The Compliance Officer is responsible for ensuring the timely payment to the U.S. Treasury of all arbitrage rebate payments and yield reduction payments when due, including the filing of any required IRS forms. If and to the extent that any Bond proceeds are or become subject to a yield restriction requirement, the Compliance Officer is responsible for investing or directing the investment of such proceeds at a yield not in excess of the permitted yield and for making any yield reduction payments to the U.S. Treasury as are necessary. The Compliance Officer may, if authorized, retain a law firm or other consultant to assist in making such determinations. 5. Annual Review and Reports. Not less often than once per year, the Compliance Officer should conduct a review of records and other information described in these Procedures to determine whether any or all of the Bonds comply with the tax requirements applicable to such Bonds. The Compliance Officer, if authorized, may hire counsel or other consultants to assist in such review. To the extent that any violations or potential violations of tax requirements are discovered, the Compliance Officer may make recommendations or take such actions as the Compliance Officer should reasonably deem necessary to assure the timely correction of such violations or potential violations through remedial actions described in the Regulations or the Tax Exempt Bonds Voluntary Closing Agreement Program described in Treasury Notice 2008-31 or any successor guidance. The Compliance Officer should prepare a written report (which may be marked as confidential) and should present such report to the Issuer’s governing body no less frequently than once per year. The annual review requirement will continue with respect to a particular Bond issue until the first review to occur after the date that all Bonds of that issue and any refunding obligations that may directly or indirectly refund such Bonds are fully paid and retired. 6. Action on the Discovery of a Potential Violation. a. Reallocation. The Issuer and the Compliance Officer recognize that, in limited circumstances, if there is a failure to spend Bond proceeds properly, such Bond 457 proceeds can be reallocated to qualified costs that may be financed with Bond proceeds, provided that such reallocation occurs within specified time frames. If the Compliance Officer determines that a failure to spend Bond proceeds on qualified costs has occurred, the Compliance Officer should (with the aid of a law firm or other consultant or staff of the Issuer) determine if a reallocation of Bond proceeds is possible. b. Remediation. The Issuer and the Compliance Officer recognize that if, among other things, there is a failure to use Bond proceeds properly, a failure to spend all Bond proceeds, or a disposition of Bond-financed property or Private Business Use in excess of allowed limits, a remedial action may be required in accordance with the Code and the Regulations. The Compliance Officer should (with the aid of a law firm or other consultant or staff of the Issuer) determine if such remedial actions are required and possible. The Compliance Officer should prepare or cause to be prepared a memorandum describing any such remedial action or proposed remedial action. The memorandum should describe whether such remedial action will serve to cure any particular tax law violation. The memorandum should include a full description of such required actions of the Issuer. A copy of any such memorandum shall be given to the Issuer’s governing body. Following any such remedial action, the Compliance Officer should prepare a report describing the effect of such remedial action. The list of Bond- financed property may need to be revised as a result of such remedial action and, if so, the Compliance Officer should so revise the list. c. Voluntary Closing Agreement Program. The Issuer and the Compliance Officer recognize that if there is a violation of the covenants of the Issuer related to the maintenance of the exclusion from gross income for federal income tax purposes of interest on the Bonds or a violation of the covenants of the Issuer related to the maintenance of the tax-advantaged status of the Bonds, then the Issuer may be able to enter into a voluntary closing agreement with the IRS to preserve the favorable tax status of the Bonds. The Compliance Officer should determine if a voluntary closing agreement is desirable and possible. The Compliance Officer should coordinate the Issuer’s efforts in obtaining any voluntary closing agreement. The Issuer may (to the extent authorized) retain or consult with counsel to attempt to obtain a voluntary closing agreement. Following the execution of any such closing agreement, the Compliance Officer should prepare a report describing the effect of such closing agreement. The list of Bond-financed Property may need to be revised as a result of such closing agreement and, if so, the Compliance Officer should so revise the list. 7. Action on IRS Contact. a. Examination of Bonds. The Issuer and the Compliance Officer recognize that the IRS or another regulatory entity may undertake an examination of Bonds. In the event that the Issuer is notified of such an examination, the Issuer shall as quickly as possible notify the Compliance Officer. The Compliance Officer should coordinate the defense of such examination and should determine if counsel should be hired and, if so, which counsel. Except to the extent that the Issuer determines that another party 458 should undertake a response, the Compliance Officer will be responsible for compiling answers to any information or document request that might be presented to the Issuer as a result of such examination. If an examination cannot be closed without a closing agreement, the Compliance Officer should use reasonable efforts to reach an acceptable closing agreement with such regulatory agency and to obtain all required Issuer approvals of such closing agreement. Regardless of how an examination of the Bonds is closed, the Compliance Officer should retain all communications with the IRS or other regulatory agency relating to such examination among the records kept under Section II.D.3. of these Procedures (Recordkeeping). The Compliance Officer should advise the Issuer’s governing body of any such examination when, as and in such manner as the Compliance Officer may deem appropriate. b. Compliance Checks. The IRS and other regulatory agencies may conduct compliance checks from time to time. As part of such compliance check, the IRS or another regulatory agency may send questionnaires to the Issuer. The Compliance Officer may, if authorized, hire counsel to assist in the response to a compliance check. The Compliance Officer should advise the Issuer’s governing body of any such compliance check promptly after receiving notice thereof. 8. Training. The Compliance Officer should undertake to maintain a reasonable level of knowledge concerning the rules related to tax-exempt and tax-advantaged bonds so that he or she may fulfill his or her duties hereunder. The Compliance Officer may consult with counsel, attend conferences and presentations of trade groups, read materials posted on various web sites, including the web site of the Tax-Exempt Bond function of the IRS, and use other means to maintain such knowledge. Recognizing that the Compliance Officer may not be fully knowledgeable in this area, such officer may consult with in-house or outside counsel, consultants and experts to assist in exercising his or her duties under these Procedures. The Compliance Officer should endeavor to make sure that other staff of the Issuer is aware of the need for continuing compliance and coordinate appropriate training and education of other personnel of the Issuer. The Compliance Officer should provide copies of relevant Bond documents and these Procedures to other staff members who may be responsible for taking actions described in the Bond documents and in particular to any person who is expected to be a successor Compliance Officer. The Compliance Officer should assist in the education of any new Compliance Officer and the transition of the duties under these Procedures. The Compliance Officer should review the Bond documents and these Procedures periodically to determine if there are portions that need further explanation and, if so, will attempt to obtain such explanation from counsel or other experts or consultants or staff. E. Changes to the Manual The Procedures contained herein may be revised and amended from time to time as the Issuer and the Compliance Officer deem necessary to comply with the requirements of the 459 Code and Regulations. The Issuer and the Compliance Officer may, from time to time and upon the issuance of new Bonds, contact outside counsel to determine whether the Procedures contained herein adequately address the post- issuance responsibilities of the Issuer as required by the Code and Regulations. F. Specific Procedures for Special Cases The Procedures contained herein specifically address post-issuance compliance procedures with respect to tax-exempt governmental bonds issued for capital projects under Section 103 of the Code. The Issuer and the Compliance Officer recognize that these Procedures may be inadequate for other types of tax-exempt obligations (including TIF financings), tax-credit or direct pay obligations, for which additional procedures may be required. In the event that the Issuer issues private activity tax-exempt obligations, tax- exempt obligations funding a significant amount of working capital, tax increment financing bonds, tax-credit bonds, or direct pay bonds, the Issuer receives an indication from counsel that additional procedures are required, or the Issuer enters into any derivative products, these Procedures should be revised to reflect any specific rules and requirements and post- issuance responsibilities applicable to such type of tax advantaged obligations and derivative products. G. Authorization and Expense This Compliance Manual is not intended to provide authorization to the Compliance Officer to enter into contracts for service or to spend Issuer funds. To the extent that the Compliance Officer determines that such contracts or expenditures are desirable and are not otherwise authorized, the Compliance Officer should obtain such authorization before entering into such contracts and spending such Issuer funds. 460 APPENDIX A – 1 A LIST OF BONDS NAME OF ISSUE DATE OF ISSUANCE FINAL MATURITY DATE Tax-Exempt Installment Purchase Agreement Schedule 1 March 27, 2015 06/01/2029 General Obligation Corporate Purpose Bonds, Series 2012 August 27, 2012 12/30/2030 General Obligation Refunding Bonds, Series 2010A and General Obligation Corporate Purpose Bonds, Series 2010B May 6, 2010 12/30/2025 461 APPENDIX B-1 LIST OF BOND-FINANCED PROPERTY DESCRIPTION OF THE PROPERTY LOCATION BONDS THAT FINANCED THE PROPERTY AMOUNT BOND FINANCED USEFUL ECONOMIC LIFE PLACED IN SERVICE DATE Water Meter Replacements and AMI System Tax-Exempt Installment Purchase Agreement Schedule 1 Approx. $ 20 years Streetlights Tax-Exempt Installment Purchase Agreement Schedule 1 Approx. $ 20 years SCADA upgrades Tax-Exempt Installment Purchase Agreement Schedule 1 Approx. $ 10 years Road Improvements Various Village Locations General Obligation Corporate Purpose Bonds, Series 2012 [$6,100,00] 20 years Storm water drainage improvements, the construction of water detention facilities, installation of storm sewers and storm box culverts Various Village Locations General Obligation Refunding Bonds, Series 2010A and General Obligation Corporate Purpose Bonds, Series 2010B Roadway Reconstruction Various Village Locations General Obligation Refunding Bonds, Series 2010A and General Obligation Corporate Purpose Bonds, Series 2010B Landscape Wall Reconstruction Various Village Locations General Obligation Refunding Bonds, 462 Series 2010A and General Obligation Corporate Purpose Bonds, Series 2010B Sidewalk Removal and Restoration Various Village Locations General Obligation Refunding Bonds, Series 2010A and General Obligation Corporate Purpose Bonds, Series 2010B Public Golf Course Improvements General Obligation Refunding Bonds, Series 2010A and General Obligation Corporate Purpose Bonds, Series 2010B (Refunding Portion - originally financed with Series 2001A) Construction of Commuter Train Station General Obligation Refunding Bonds, Series 2010A and General Obligation Corporate Purpose Bonds, Series 2010B (Refunding Portion - originally financed with Series 1994, which were refunded by Series 2001B) [Public Capital Improvements - specific descriptions] General Obligation Refunding Bonds, Series 2010A and 463 General Obligation Corporate Purpose Bonds, Series 2010B (Refunding Portion - originally financed with Series 1995A & Series 1992, which were refunded by Series 2001B) 464 APPENDIX B-2 LIST OF DISPOSED BOND-FINANCED PROPERTY DESCRIPTION OF THE PROPERTY FORMER LOCATION DATE OF DISPOSAL MANNER OF DISPOSAL SALE PRICE PERSON TO WHOM SOLD $ 465 APPENDIX C GLOSSARY OF TERMS AND CONCEPTS Private Business Use “Private Business Use” means any use of Bond-financed property by any person other than a state or local government unit, including as a result of (i) ownership, (ii) actual or beneficial use pursuant to a lease or a management, service, incentive payment, research or output contract or (iii) any other similar arrangement, agreement or understanding, whether written or oral, except for use of Bond-financed property on the same basis as the general public. Private Business Use includes any formal or informal arrangement with any person other than a state or local governmental unit that conveys special legal entitlements to any portion of Bond-financed property that is available for use by the general public or that conveys to any person other than a state or local governmental unit any special economic benefit with respect to any portion of the Bond-financed property that is not available for use by the general public. Use by a natural person not engaged in any trade or business is not private use. Any use by the federal government or by a corporation is Private Business Use. Examples of common uses of Bond-financed property that may create Private Business Use include the following: • Management contracts with private companies or individuals to manage all or a portion of a Bond-financed facility (e.g., a contract with a private company to manage a Bond-financed cafeteria, convention center, recreation center, etc.) • A lease of space in a Bond-financed facility to a non-governmental person (e.g., a lease of space in a Bond-financed municipal building to Starbucks or McDonalds) • Rental arrangements whereby individuals, non-profit organizations or private businesses rent space in a Bond-financed facility There are certain exceptions to Private Business Use. For example, a “qualified management contract” following certain guidelines set forth in Revenue Procedure 97-13 does not create Private Business Use. In addition, under appropriate circumstances, short-term rentals and other uses of up to 50 days (or in some cases 100 days or 200 days) are permitted. Arbitrage & Arbitrage Rebate Arbitrage generally is the earnings that an issuer will earn when it invests proceeds of the Bonds in investments with a yield above the yield on the Bonds. Generally, an issuer is required to make payments of any arbitrage it earns as a result of the investment of the proceeds of the Bonds above the yield on the Bonds to the IRS, which is known as “arbitrage rebate.” There are certain exceptions to the requirement to make arbitrage rebate payments to the IRS (e.g., small issuer exceptions, spending exceptions, bona fide debt service fund exceptions). 466 Yield Restriction and Yield Reduction Payments Yield restriction is the requirement that an issuer not invest Gross Proceeds (defined below) of the Bonds at a yield higher than Bond yield. Generally, in a capital project financing, an issuer will have a 3-year “temporary period” during which it can invest proceeds of the Bonds in its project fund above the yield on the Bonds. After such time, moneys are yield restricted and cannot be invested above the yield on the Bonds (plus a de minimis percentage). Additionally, after the expiration of the temporary period, proceeds generally cannot be invested in federally guaranteed investments (including FDIC-insured accounts), other than certain de minimis amounts. If an issuer invests amount above the yield on the Bonds after the expiration of a temporary period, it may still be able to achieve yield compliance by making a yield reduction payment to the IRS, which is a rebate payment or any other amount paid to the United States in the same manner as rebate amounts are required to be paid or at such other time or in such manner as IRS may prescribe that will be treated as a reduction in Yield of an investment under the Regulations. Yield reduction payments may only be made in limited circumstances, and do not work for all investments above Bond yield. Gross Proceeds “Gross Proceeds” generally means (i) sale proceeds of the Bonds and investment earnings thereon and (ii) amounts reasonably expected to be used directly or indirectly to pay principal or interest on the Bonds. In addition, a pledged fund may also constitute gross proceeds. A pledge is any amount that is directly or indirectly pledged to pay the principal of or interest on the bonds. A pledge by the issuer must provide reasonable assurance that such moneys will be available to pay the debt service on the bonds even if the issuer has financial difficulties. Gross proceeds may also arise if Bonds are outstanding longer than reasonably necessary for their governmental purpose. Typically, Gross Proceeds will be contained in a project fund, escrow fund (if the Bond issue is a refunding issue), costs of issuance fund, bond fund and debt service reserve fund (if applicable). If moneys or investments are pledged or otherwise set aside for payment of principal of or interest on the Bonds, any amounts are derived from the sale of any right that is part of the terms of a Bond or is otherwise associated with a Bond (e.g., a redemption right), or the Issuer enters into any agreement to maintain certain levels of types of assets for the benefit of a holder of a bond or any credit enhancement with respect to the Bonds, such amounts may also constitute Gross Proceeds. Further, if any Bond-financed property is sold or otherwise disposed of any amounts received from such sale or other disposition may also constitute Gross Proceeds. Remediation The Code prescribes three self-help mechanisms that an issuer may use to remediate non-qualified Bonds as a result of violation of Private Business Use covenants. These include redemption or defeasance of non-qualified bonds, alternative use of a facility (e.g., if a 501(c)(3) organization leases a Bond-financed municipal facility) or alternative use of disposition proceeds (e.g., if Bond-financed property is sold, the proceeds of the sale are used for other governmental purposes that would have qualified for tax-exempt financing). Prior to taking such remedial 467 actions, the issuer must satisfy certain pre-conditions. In addition, remedial actions are only able to be taken within a specified time frame before or after the action causing Private Business Use. Voluntary Closing Agreement Program Through the Voluntary Closing Agreement Program (VCAP), issuers of Bonds can voluntarily resolve violations of the Code and applicable Regulations (through closing agreements with the IRS). VCAP can be used when a remedial action (described under “Remediation”) is unavailable or there is another violation of the Code or Regulations that cannot be fixed through self-help mechanisms. The incentive for an issuer to go to VCAP is that, generally, a settlement in VCAP will be more favorable to the issuer than if the violation were discovered in an examination. 468 Village of Buffalo Grove Twenty Year Water Fund Profroma 469 FROM: Chris Black, Finance Director DATE: June 2, 2021 RE: FY 2021 20-year Water Pro-Forma Background In 2012, the Village developed a 20-year Water and Sewer Fund pro-forma to evaluate the water and sewer system’s infrastructure needs. As identified in previous pro-formas, the Village’s historical rates were not sufficient to fund water and sewer operations and capital needs. As a result, in 2019, the Village Board directed staff to develop a formal funding strategy for the Water and Sewer Fund that will allow needed capital improvement to occur over the next 20 years. The goal was to develop a funding strate gy to cover $150 million of sewer/water infrastructure with no impact to the tax levy and maintain a competitive rate amongst other providers within the region. As a result, the Village Board adopted a new rate structure and fixed facility fee, effective January 2020. Furthermore, the Village implemented a new local motor fuel tax in effort to align roadwork with water/sewer improvements. For the Board’s review is an updated 20-year water pro-forma reflecting the new rate structure as well as the issuance of debt occurring in 2020. The pro-forma shows that Public Works is able to complete over $150 million in water and sewer capital infrastructure through 2039. Rate and Consumption History The Village maintained a water and sewer rate of $1.80/1,000 gallons for a period of twenty three years (1983- 2005). One significant reason leading to this period of rate stability was due to the age of the water and sewer infrastructure. During the peak growth decades of the 1980’s and 1990’s, developers donated approximately 53 percent of the water and sewer system assets. Through a combination of minimal capital expenses, receipt of building and development fees, coupled with a period of growing water consumption, the Water Fund was able to generate strong cash reserves to allow for a strategy of pay-as-you-go financing for future infrastructure repair. Funding for future infrastructure replacement (funding depreciation) was never a component of the rate structure. Beginning in 2003, a pattern of declining water usage started. In 2002, 1.63 billion gallons of water were billed. In 2020, 1.15 billion gallons were billed, a decrease of nearly 30%. There is no expectation that the amount of water billed will reach those levels again absent a significant drought or the addition of heavy industrial uses. The following chart shows the annual gallons billed since 2010. VILLAGE OF BUFFALO GROVE TO Dane C. Bragg, Village 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 1,400,000 1,350,000 1,300,000 1,250,000 1,200,000 1,150,000 1,100,000 1,050,000 1,000,000 Annual Gallons Billed (in thousands) 470 Water Main Construction in Linear Feet 80,000 60,000 40,000 20,000 - The latest pro-forma uses an estimate of 1.15 billion gallons and will carry forward through the next 20 years. Although there will be an increase in total consumers over the next two decades with Link Crossing and the Lake Cook Corridor Developments, continued conservation efforts, weather patterns, and other impacts on water usage could partially counterbalance that growth. Water and Sewer System Assets The utility system consists of 186 linear miles of water and sewer main. Based on actual experience in the field, the service life of the water main infrastructure is 65 years. Over the next 20 years, it is estimated that 24 percent of the water mains will reach their useful life. As the first iterations of infrastructure replacement have come due, the Village has engaged in extensive study of the system and developed a replacement program, culminating in 2020’s Infrastructure Modernization Program. The following chart shows the pattern of construction of water main since 1929. Sewer assets have a longer life span as the structures are not pressurized. The Village’s preferred approach is to line existing sanitary sewer mains, thereby extending the life considerably while reducing the life cycle cost of the asset. As a general rule, sanitary sewer lining can extend the life of a gravity-fed main by 50 years. Recent Rate Changes Fixed Facility Fee As recommended in the water and sewer rate analysis prepared by Strand and Associates, the Village Board implemented a new fixed facility fee per metered utility account, starting in 2020. The fixed facility fee is a flat rate assessed to each metered account for access to the water and sewer system. 19 2 9 19 5 8 19 6 0 19 6 2 19 6 6 19 6 8 19 7 0 19 7 2 19 7 4 19 7 6 19 7 8 19 8 0 19 8 2 19 8 4 19 8 6 19 8 8 19 9 0 19 9 2 19 9 4 19 9 6 19 9 8 20 0 0 20 0 2 20 0 4 20 0 6 20 0 8 20 1 0 20 1 3 20 1 5 20 1 7 20 1 9 20 2 1 471 The fixed fees collected are used for the maintenance and replacement of the capital infrastructure for the delivery of clean water and the removal of the wastewater. The current fee schedule is as follows: Fixed Facility Fee Rate per month All Single-Family Detached, Single-Family Attached Residential/Governmental/Institutional $17.39 Multi-Family, Commercial/Industrial Based on Meter Size 1" meters or less $17.39 1.5" meters $22.02 2" meters $45.17 3" meters $115.68 4" meters $180.68 6” meters $199.20 The fixed fee will be evaluated every five years by utilizing the aggregate Consumer Price Index (CPI-U) over the preceding five-year period to determine if the rate must be increased. The 20-Year Water/Sewer Pro-Forma assumes a 10 percent increase to the facility fee to occur in 2025. Water/Sewer Rate The Village’s consumption model is driven by water rate and consumer use. The fees collected from system users should cover operating expenses such as the cost of the water sourced from the Northwest Water Commission as well as the cost for pumping, storage and distribution. In 2020, the Village Board approved a one-time 11 percent increase to meet and sustain growth in operating expenditures. Beginning in 2021, this rate will increase each year by 4 percent, as adopted by ordinance by the Village Board. The combined sewer and water rate per 1,000 gallons is $7.35. Water and Sewer Fund Financials Historically, the Water and Sewer Fund addressed infrastructure maintenance and improvement on a pay as you go basis. Due to the relative age of the system, many system repairs and replacements are coming due over the next 20 years based on the growth periods for the Village. Since 2012, $18.7 million in infrastructure repairs and improvements has been spent, including $6 million in water meter replacement costs. The meter replacement costs were funded through an installment note scheduled to be retired in 2029. As noted, the Village Board approved two revenue streams, a fixed facility fee combined with a water/sewer rate increase and a local motor fuel tax to fund capital improvements. These actions allow the Village to address the first generation of major water and sewer infrastructure replacement as well as street repair and replacement. By combining utility and street improvements, the Village is able to comprehensively address repairs and improvements in neighborhoods and limit disruption to residents. In May 2020, the Board also approved the issuance of a bond totaling $26 million - $13 million for water/sewer and $13 million for streets, to begin the Infrastructure Modernization Program. Over the next five years, the Village will invest approximately $50 million into water, sanitary sewer and streets. The long-term goal is to transition from a debt/cash strategy to a cash-only strategy (pay-as-you-go) to fund all system replacements. From 2021 through 2025, the Village has programmed $31 million in water and sewer capital projects. The Village completed approximately $4 million in capital projects in FY 2020. Many of these projects are identified on the V illage’s Website as part of the Infrastructure Modernization Program. From 2025 through 2029, the Water and Sewer fund will be self-funded for necessary capital improvements. In 2030 and again in 2033, the Village will need to issue additional debt to keep pace with the water and sewer 472 improvements. As shown, that debt could be fully supported by revenues generated in the Water and Sewer Fund. All debt is scheduled to be retired by 2048. After completing the largest surge of infrastructure replacement through 2033, the Water and Sewer fund begins to rebuild cash balances exceeding from 2035-2039, while also supporting over $26 million in capital improvements during the same period. As a result of the Village’s careful infrastructure planning, Public Works is able to complete over $150 million in water and sewer capital infrastructure through 2039, consistent with the recommendations of the Strand & Associates water/sewer system study. 473 474 475 Village of Buffalo Grove Twenty Year Stromwater Fund Profroma 476 FROM: Mike Reynolds, Director of Public Works DATE: May 28, 2019 RE: FY 2019 – Stormwater Fund 20 Year Pro Forma Annual Update Background As part of the 2012 Strategic Planning process, the Village Board directed staff to investigate the feasibility of implementing a Storm Water Utility Fee in Buffalo Grove. Presentations were made at the March 3, 2014, July 20, 2015 and September 24, 2015 Committee of the Whole meetings. The Village Board ratified staff’s recommendation to enact a Storm Water Utility Fee on October 19, 2015 and the new fee became effective on January 1, 2016. Rate and Revenue Discussion Base Fee Calculation: Staff proposed a tiered approach based upon a base fee per parcel square footage value. Using the impervious data provided by GIS, the base fee was determined based upon the total parcel square footage of all parcels within the Village that contain impervious surface such as buildings, driveways and parking lots, and the funds required in 2015 to maintain and update the stormwater system. This resulted in a base fee of $0.006950 per square foot which is the fee currently in place. Tiered Fee Structure: The fee is applied to all parcels within the village that have impervious surface using a tiered approach. The tiers are as follows: Tier 1 - Single Family Residence Attached & Detached (fixed fee) $0.006950 x Median Lot size (8,771.66 square footage) = Annual Fee ($60.96) Tier 2 - Multi-Family & Commercial / Industrial / Government/Non-Profit (calculated fee) $0.006950 x Property Square Footage = Annual Fee (varies as calculated) Fiscal year 2018 closed with revenues at 1.13 million. It is estimated that the current fiscal year will close with a similar revenue amount. This revenue will only increase with new properties or a rate increase as it is not consumption based. The analysis uses a base revenue estimate of 1.2 million dollars through 2038. Initial Program Goal: The initial program goal was to generate enough revenue to fund the annual operating expenses of the Public Works Drainage Section, annual capital expenses and provide some level of contribution to the fund for future projects. What was not included in the original fund creation calculations were operating expenses of the Public Works Engineering Division and Forestry Section related to stormwater management. These expenses include, but are no limited to drainage reviews and complaint investigation, stormwater project management, mowing detention basins, natural area maintenance and management and stream clearing. With the implementation of Cartegraph Asset Management System, Engineering Division and VILLAGE OF BUFFALO GROVE TO: Jenny Maltas, Deputy Village Manager 477 Forestry Section efforts have been able to be accurately tracked. In 2018 these expenses were incorporated into the pro-forma calculations. Stormwater Fund Financials On the attached financial analysis (Attachment A), staff has presented an estimate of revenues, operating expenses, Capital expenses and Operating Transfers through 2039 (20 years). Revenues include stormwater grant funding (where applicable) and revenue amounts for the Stormwater fee. Operating expenses are those expenses related to the day to day activities such as labor, equipment, materials, and other costs associated with system operations. Capital expenses are those amounts spent to repair or improve capital assets and infrastructure. Operating transfers are amounts received from, or paid to the General Fund for expenditures related to Stormwater Fund activities. Ending cash represents the fund balance available for capital projects. At the end of FY 2019, ending cash is anticipated to be $1.3 million. Those funds are intended to support an enterprise system valued at $251 million. A summary of the 20-year fund performance is provided below. Operating costs include 3% increases annually. In order to hold the “Reserve for Infrastructure” line item at $250,000 annually, Capital replacement costs include 4% increases each year to address storm sewer system repairs. While the Stormwater Fund appears to be solvent through 2022, any significant unanticipated repairs will deplete the working cash and reserve balances. The Board must consider a rate increase beginning in 2021 and beyond to keep the fund solvent. Stormwater System Assets The stormwater system consists of 189 linear miles of Stormwater pipe, 11.3 miles of ditches, streams and creeks, 39 (81 acres) detention/retention basins, 1 lift station and thousands of structures. Public Works and GIS staff continues to refine the program and inventory the stormwater system assets. Once the inventory is complete and the GIS system has been updated, we will have a much clearer picture of the system and the expected capital replacement requirements. The value of the Stormwater in today’s dollars is approximately $251 million. The service life of the infrastructure can range from 50 years to 100 years. The replacement cost of the entire system at the end of the 20 year study, inflated at 3% per year, is $453 million. The original assumption used for future Stormwater replacements is that the system will have an 80 year life and capital replacement would consist of 25% of the amortized value in any given year. However, we have found that the 25% Ending Cash Total Expenses Total Revenue Beginning Cash -$20,000,000 -$15,000,000 -$10,000,000 -$5,000,000 $0 Stormwater Utility 20-Year Pro-Forma $5,000,000 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 20 2 5 20 2 6 20 2 7 20 2 8 20 2 9 20 3 0 20 3 1 20 3 2 20 3 3 20 3 4 20 3 5 20 3 6 20 3 7 20 3 8 30 3 9 478 replacement value is not entirely accurate, particularly when we are trying to combine this work with road and/or watermain projects in any given area. Based upon this, consideration must be given to raising the replacement criteria to 50%. The cost estimate compensates for the improbability that entire sections of the system will be replaced. Estimating the actual asset life at times is more abstract than qualitative. Pipe that is ensconced in stable soil and subjected to consistent Stormwater impacts may have a service life that may double an engineering estimate, and conversely, weak soils, capacity limitations, development, traffic or other external factors may reduce the life by many years. However, as we are discovering with the water system, this 25% ratio is not be the appropriate replacement funding target value. Most of the storm sewer systems were installed as part of subdivision development. Most recently, the second phase of the Apple Hill subdivision was accepted in 2014, Easthaven in 2016 and Easton Station and Prairie Landing in 2019. Based upon information provided by Community Development, we can expect an average of one development each year over the next five years. The following chart shows the pattern of subdivision construction in the Village since 1957. With the completion of the Lake Cook Corridor and the Prairie View Sub-Area study and the addition of the Link Farm Development, stormwater assets and maintenance responsibility will only increase. Stormwater Regulatory Compliance Since 2003, the Village has been required to comply with the provisions as enumerated in the National Pollutant Discharge Elimination System (NPDES) permitting process. These regulations address “point source” and “non-point source” pollution exposures and governs both sanitary and stormwater activities. This program is monitored and enforced by the Illinois Environmental Protection Agency (IEPA). The Village has been, and is currently in compliance with these regulations. However, with the new permit requirements issued in 2016 and their impact on stormwater management in particular, discussion at this time as warranted. Among the major changes are additional stormwater water quality monitoring, better filtering and control of dewatering activities for water main breaks, outdoor storage inspection and enforcement activities and stronger code requirements for private detention/retention pond inspections and compliance. Year 0 2 4 o f 14 12 10 8 6 S u b d i v i s i o n s N u m b e r 18 16 Subdivisions by Year 19 5 4 19 5 6 19 5 8 19 6 0 19 6 2 19 6 4 19 6 6 19 6 8 19 7 0 19 7 2 19 7 4 19 7 6 19 7 8 19 8 0 19 8 2 19 8 4 19 8 6 19 8 8 19 9 0 19 9 2 19 9 4 19 9 6 19 9 8 20 0 0 20 0 2 20 0 4 20 0 6 20 0 8 20 1 0 20 1 2 20 1 4 20 1 6 20 1 8 20 2 0 20 2 2 20 2 4 20 2 6 20 2 8 479 The permit period is five years and generally consists of the following required activities: 1. Filing of the Notice of Intent (NOI) prior to the expiration of the current permit. 2. Implementation of a Storm Water Management program that addresses the six minimum control measures listed below. 1. Public Education and Outreach on Storm Water Impacts. 2. Public Involvement/Participation 3. Illicit Discharge Detection and Elimination (IDDE) Activities 4. Construction Site Runoff Control 5. Post-Construction Strom Water Management in New Development and Redevelopment 6. Pollution Prevention/Good Housekeeping for Municipal Operations 3. Annual Monitoring, Record Keeping and Reporting The NPDES program is intended, among other things, to improve the water quality of lakes and streams within a particular area. The Village has been active in several watershed groups including the Buffalo Creek Clean Water Partnership (BCCWP) and the Des Plaines River Watershed Workgroup (DRWW). The impact of this program and the activities of the various workgroups will have an impact on stormwater management for many years to come. Program Modifications in 2019 • An emerging issue for the Village continues to be the existence of small, rear-yard storm sewer systems that were installed with the various developments. These systems, in many cases were not per code, but were accepted by the Village with the developments and are part of the Village’s overall system. In 2018 a program was included in the Capital Improvement Plan (CIP) budget to address these issues. • Included in the 2019 Pro-Forma are expenses of other PW operating Sections as well as the Engineering Division related to drainage and flooding issues, detention/retention basin maintenance and other stormwater related items into the plan. 480 Future Program Considerations • Staff continues to work with GIS to determine what parcels outside the Village contribute to and benefit from our system and if the fee could possibly be applied to those parcels. • We have programmed a stormwater system study to be completed over the next two years. $170,000 in 2019 and $160,000 in 2020. Much like the water system study, this study will inventory and evaluate system assets and determine an appropriate capital replacement schedule. This study has not yet been implemented. It is likely that it will be awarded still in 2019 with the bulk of the work taking place in 2020-2021 time period. Stormwater Rate Recommendations Each year staff will review the financial condition of the fund to determine the adequacy of current rates. The rate is set by ordinance with no pre-determined increases and there are no changes recommended with this update. The goal of this discussion is to stress the importance of staying ahead of the curve with regard to fund management. It is vitally important that the Village make prudent decisions during the infancy of this stormwater fee program. As we have seen from recent discussion regarding the water fund, the Village cannot afford to defer fee increases and needed capital improvements. Any delay in action now only magnifies the need and their related costs in future years. A proper rate structure is vital step to ensuring that the fund will have the resources available to maintain the integrity of the system over the long-term, thus reducing the need to issue debt or spend down General Fund reserves to complete needed projects. In the future, as the system inventory gets solidified and other projects become clearer, a rate increase will be required. It appears that the fund will remain relatively stable until 2022. However, the Board must consider rate increases beginning in 2021 and beyond. The rate structure will be included in the study that was budgeted in FY 2019. The impact of infrastructure maintenance costs and the related challenges with the Stormwater Fund is not unique to the Village of Buffalo Grove. All communities to varying degrees are challenged on how to maintain and protect their system assets. 481 482 Village of Buffalo Grove 2022-2026 General Fund Forecast 483 Village of Buffalo Grove - General Fund Financial Forecast FY 2022 – FY 2026 Village of Buffalo Grove A Financial Assessment of General Fund Revenues and Expenditures 484 REVENUES FORECAST METHODOLOGIES AND ASSUMPTIONS The purpose of the Five-Year Operating Forecast is to help the Village of Buffalo Grove make informed, operational decisions by better anticipating future revenues and expenditures. Using the forecasted data, the Village can plan strategies for providing a consistent, appropriate level of service to the customers while ensuring the revenues and expenditures remain in a sustainable balance. The primary objective of the forecast is to provide the Village Board and related stakeholders with an early financial assessment and identify significant issues that should be addressed in the budget development process. For the purposes of constructing the forecast, operating revenues are measured against operating expenditures without including any prior period fund balance to subsidize revenue. The goals of the forecast are to assess the Village’s ability, over the next five years, to maintain current service levels based on projected revenue growth, evaluate future sustainability by aligning operating revenues and expenditures, and ensure proper funding of infrastructure reserves. The assessment analyzes the capacity to fund capital projects and maintain an unassigned fund balance reserve at three months of budget expenditures (25%). It is important to stress that this forecast is not a budget. It does not dictate expenditure decisions; rather it identifies the need to prioritize allocations of Village resources. The forecast sets the stage for the budget process and aids both staff and the Village Board in establishing priorities and allocating resources appropriately. As a governmental entity, changes in strategy that involve service delivery should be slow and methodical. The forecast provides a snapshot of the Village’s fiscal health based on numerous assumptions over the next five years. The forecast is a planning tool and should be considered fluid in its construction. As new significant data or trends emerge the document will be revised, at minimum, on an annual basis. In each of the five years, revenues offset operating expenses and the budgets are anticipated to be in balance. However, expenses are expected to outpace average annual revenue growth by 1.1 percent per year. After including amounts necessary for reserves and capital, there is a shortfall every year of the forecast. This illustrates the need to continue efforts to finance capital improvements, as well as operating efficiently and review revenue sources for adequacy, efficiency and diversification. The General Fund is the main operating fund and accounts for the core public services provided by the Village including public safety (police & fire), public works, community development, as well as operations that support core services. All major discretionary revenues such as property tax, sales tax, income tax, telecommunication, and utility use tax are accounted for within the General Fund. The Finance Department works with departments responsible for administering the service and/or collecting the associated revenue to develop program revenues. The intent of the Five Year Operating Forecast is to evaluate resource allocations to ensure the proper funding levels for services, capital, infrastructure and maintaining reserves. OVERVIEW AND SUMMARY 485 EXPENDITURES Expenditures assumed in the forecast are based on the current service levels. No additional staffing has been included in the estimates. Estimated 2020 expenditures set the baseline for analysis blended with estimates through the first half of FY 2021. The General Fund is the primary focus of the forecast as it represents over half of the total Village Budget. The second largest Village Fund is the Water and Sewer Fund accounting for 16.5 percent of the total budget. A twenty-year funding analysis is completed annually for that enterprise activity. In the absence of any known service level modifications, the forecast assumes the continuation of current service levels and the costs projected over five years. Revenues are estimated based on anticipated growth and does not consider increases in revenues generated by new fees or increases in fees, new development, or charges beyond what is prescribed by current ordinance. ECONOMIC OUTLOOK In the development of a long-term financial forecast, the Village reviews external and internal factors that could impact the either the collection of revenue or the price of acquiring goods or providing services. Evaluating how the regional impact of the national economy (macro) influences the local economy (micro) is an important step in the process. The Village, like many other communities, suffered a major economic decline following the onset of the COVID-19 pandemic in March 2020. The Village experienced a combined loss of $1.4 million in state sales tax and home rule sales tax. However, a financial plan to reduce operating expenses to mitigate the use of financial reserves was implemented. The plan included a voluntary separation incentive program, maintaining staff vacancies, and reducing operating expenditures. The national economy affects both state and local economies, although this impact varies by jurisdiction and may actually have an inverse effect on a community. Some of the economic indicators the Village uses in financial analysis include: inflation, stock market returns, employment, housing starts, vehicle sales, interest rates, and manufacturing activity. ECONOMIC INDICATORS - NATIONAL Inflation – The Consumer Price Index (CPI), commonly referred to as the inflation rate, measures the average price change for a market basket of consumer goods and services. The Bureau of Labor Statistics classifies each expenditure item in the basket into more than 200 categories catalogued into eight major groups. The Consumer Price Index is used as the inflationary factor for specific non-personnel services. As inflation goes up, the cost of goods sold go up, increasing retail sales tax revenue. As prices rise, so will business income tax receipts. Conversely, the Village will have to pay more for goods and services. The most recent (April 2021) Consumer Price Index is at 1.5 percent. 486 Stock Market Returns – Stock market returns are a leading indicator and will change before the economy changes. Approximately 65 percent of all Village pension funds are invested in mutual funds and/or individual stocks. The performance of the stock market is a significant factor in determining the growth of the property tax levy for pensions. It is assumed the pension funds will earn seven percent annually through investment returns. E mployment – Retail and vehicle sales tend to have inverse relationships with the unemployment rate. Sales tend to move in the opposite direction of the unemployment rate. Chronic unemployment often spills over into the residential real estate market resulting in lost real estate transfer tax revenue. H ousing Market - This indicator provides a sense of the overall demand for housing, which can be indicative of local housing activity. Data maintained by local realtor groups is useful in projecting the future of market recoveries. V ehicle sales – Sales and use tax revenues tend to fall with vehicle sales, which are heavily dependent upon both employment and interest rates. However, if increases in sales of new vehicles are expected to reduce the value of used vehicles, the sales and use tax base can actually decline if the depreciation of used vehicles is not equally offset by the value of new vehicles. I nterest rates – The interest rate impacts the Village’s revenues in several ways. First, investment income will be affected by interest rates. Second, the availability and cost of capital directly affects business expansion and retail purchases. As credit is extended and/or rates are lowered, revolving purchases may increase, thereby increasing development plans and retail sales and, by extension, sales tax and business licenses revenues. M anufacturing activity – If a Village has a large manufacturing sector, the ISM (Institute of Supply Management Index) becomes a significant factor in revenue analysis and forecasting. Manufacturers respond to the demand for their products by increasing production and building up inventories to meet the demand. The increased production often requires new workers which lowers unemployment figures and can stimulate the local economy. ECONOMIC INDICATORS - LOCAL Although national economic indicators do have some trickle-down impact on the Village Budget, there are regional and local economic factors that have a direct influence over revenues and expenditures. Some of those factors that have been considered moving into the next five year update include: • I mpact of the Real Estate Market and Assessed Valuations. Assessed values for taxable property continue with positive growth. Lake County property values declined by 2.2 percent in FY 2020, while Cook County property values are anticipated to increase slightly once valuations are reported by the county. See the chart below to see the ten-year, combined county, history of equalized assessed values. 487 Equalized Assessed Value - Lake and Cook Counties 2011 - 2020 2,000 1,500 1,000 500 0 2012 2013 2014 2015 2016 2017 2018 2019 2020 • S tate of Illinois Legislation. As the State of Illinois has experience financial difficulties over the last decade that were exacerbated by the COVID-19 pandemic, staff continues to monitor legislative discussions that could have a direct financial impact on Village revenues. • I mpact of Employer Pension Costs. The tax levies for the three pension systems account for 40.7 percent of the property tax levy. Additional pressure on the tax levy to support growing pension costs will impact the ability to increase taxes for core services. Bond rating agencies continue to site pension obligations as a downward pressure on the Village’s ability to maintain the Aaa rating with S&P. • H ealth Care Inflation. After wages, health care costs are the single largest expenditure category in the fund and the Village continually reviews the structure of the plan to limit the amount of growth on an annual basis. The Village is a member of the Intergovernmental Personnel Benefits Cooperative (IPBC). This insurance pool helps to dilute risk and helps to leverage purchasing power. • C ommercial/Retail Development. The economy’s impact on existing sales tax generators as well as development or redevelopment of Dundee, Milwaukee Road corridors and Lake Cook Corridors continues to be an important cog in economic development. The Village established the Lake Cook Road TIF in 2020 to enhance development efforts. • I nfrastructure. The ability to keep pace with the maintenance needs of Village owned assets continues to be a significant financial challenge. The Village owns and maintains $240 million in capital assets, excluding depreciation, across all activities. Listed below is the five year update to the General Fund Forecast. The remainder of the report will describe the methodologies used to develop both revenues and expenditures. 488 Revenue 2022 2023 2024 2025 2026 Growth Property Taxes 17,130,700 17,558,968 17,997,942 18,447,890 18,909,087 2.5% Income & Use Taxes 5,552,700 5,663,754 5,777,029 5,892,570 6,010,421 2.0% State Sales Tax 7,380,000 7,527,600 7,678,152 7,831,715 7,988,349 2.0% Home Rule Sales Tax 5,171,100 5,274,522 5,380,012 5,487,613 5,597,365 2.0% Real Estate Transfer Tax 945,400 973,762 1,002,975 1,033,064 1,064,056 3.0% Telecommunications Tax 930,000 930,000 930,000 930,000 930,000 0.0% Prepared Food and Beverage Tax 615,000 633,450 652,454 672,027 692,188 3.0% Utility Tax-Electric/Natural Gas 2,650,000 2,650,000 2,650,000 2,650,000 2,650,000 0.0% Licenses 314,300 314,300 314,300 314,300 314,300 0.0% Building Revenue & Fees 1,141,350 1,141,350 1,141,350 1,141,350 1,141,350 0.0% Intergovernmental Revenue- Local 264,200 269,484 274,874 280,371 285,979 2.0% Fines & Fees-Police & Fire 1,544,600 1,544,600 1,544,600 1,544,600 1,544,600 0.0% Storm Water Management Fees 1,140,000 1,140,000 1,140,000 1,140,000 1,140,000 0.0% Operating Transfers 1,780,000 1,780,000 1,780,000 1,780,000 1,780,000 0.0% Cable Franchise Fees 735,000 735,000 735,000 735,000 735,000 0.0% Miscellaneous Revenue 862,700 871,327 880,040 888,841 897,729 1.0% Total Revenues 48,157,050 49,008,117 49,878,728 50,769,341 51,680,424 Annual Increase 2.3% 1.8% 1.8% 1.8% 1.8% Expenditure 2022 2023 2024 2025 2026 Growth Personal Services 21,954,507 22,613,142 23,291,536 23,990,282 24,709,991 3.0% Personal Benefits 11,482,524 11,827,000 12,181,810 12,547,265 12,923,682 3.0% Operating Expenses 3,379,335 3,446,922 3,515,860 3,586,178 3,657,901 2.0% Insurance & Legal Services 1,242,080 1,291,763 1,343,434 1,397,171 1,453,058 4.0% Commodities 320,330 328,338 336,547 344,960 353,584 2.5% Maintenance & Repairs 3,101,179 3,178,708 3,258,176 3,339,630 3,423,121 2.5% All Other Expenses 3,482,576 3,569,641 3,658,882 3,658,882 3,750,354 2.5% Total Expenditures 44,962,531 46,255,514 47,586,245 48,864,368 50,271,691 Operating Surplus/(Deficit) 3,194,519 2,752,602 2,292,483 1,904,973 1,408,733 FORECAST STRUCTURE The forecast provides three levels of analysis. The first level (above) is to show the General Fund’s ability to meet day-to-day expenditures. The highlighted row design (Operating Surplus/Deficit) is an indicator of whether anticipated revenues support operating expenditures. In all five years of the forecast, revenues will support current services. This is a measure of short-term sustainability. The second level of the analysis includes transfers for capital projects and infrastructure reserves. GENERAL FUND FIVE-YEAR FORECAST – OPERATING 489 Long term sustainability is measured through the Village’s ability to invest in infrastructure including funding reserves for vehicles, buildings, equipment, technology, streets (though State and Local Motor Fuel Tax), and projects in the Capital Improvement Plan. All projects submitted for inclusion in the FY 2022-2026 CIP have been added to this report. Among these projects is a Public Works Facility, which would be bond funded. After including these transfers, the cumulative fund shortfall at the end of FY 2026 is estimated to be nearly $53.9 million. GENERAL FUND FIVE-YEAR FORECAST – OPERATING WITH CAPITAL Revenue 202 2 2023 2024 2025 2026 Growth Property Taxes 17,130,700 17,558,968 17,997,942 18,447,890 18,909,087 2.5% Income & Use Taxes 5,552,700 5,663,754 5,777,029 5,892,570 6,010,421 2.0% State Sales Tax 7,380,000 7,527,600 7,678,152 7,831,715 7,988,349 2.0% Home Rule Sales Tax 5,171,100 5,274,522 5,380,012 5,487,613 5,597,365 2.0% Real Estate Transfer Tax 945,400 973,762 1,002,975 1,033,064 1,064,056 3.0% Telecommunications Tax 930,000 930,000 930,000 930,000 930,000 0.0% Prepared Food and Beverage Tax 615,000 633,450 652,454 672,027 692,188 3.0% Utility Tax-Electric/Natural Gas 2,650,000 2,650,000 2,650,000 2,650,000 2,650,000 0.0% Licenses 314,300 314,300 314,300 314,300 314,300 0.0% Building Revenue & Fees 1,141,350 1,141,350 1,141,350 1,141,350 1,141,350 0.0% Intergovernmental Revenue- Local 264,200 269,484 274,874 280,371 285,979 2.0% Fines & Fees-Police & Fire 1,544,600 1,544,600 1,544,600 1,544,600 1,544,600 0.0% Storm Water Management Fees 1,140,000 1,140,000 1,140,000 1,140,000 1,140,000 0.0% Operating Transfers 1,780,000 1,780,000 1,780,000 1,780,000 1,780,000 0.0% Cable Franchise Fees 735,000 735,000 735,000 735,000 735,000 0.0% Miscellaneous Revenue 862,700 871,327 880,040 888,841 897,729 1.0% Total Revenues 48,157,050 49,008,117 49,878,728 50,769,341 51,680,424 Annual Increase 2.3% 1.8% 1.8% 1.8% 1.8% 490 Expenditure 2022 2023 2024 2025 2026 Growth Personal Services 21,954,507 22,613,142 23,291,536 23,990,282 24,709,991 3.0% Personal Benefits 11,482,524 11,827,000 12,181,810 12,547,265 12,923,682 3.0% Operating Expenses 3,379,335 3,446,922 3,515,860 3,586,178 3,657,901 2.0% Insurance & Legal Services 1,242,080 1,291,763 1,343,434 1,397,171 1,453,058 4.0% Commodities 320,330 328,338 336,547 344,960 353,584 2.5% Maintenance & Repairs 3,101,179 3,178,708 3,258,176 3,339,630 3,423,121 2.5% All Other Expenses 3,482,576 3,569,641 3,658,882 3,658,882 3,750,354 2.5% Total Expenditures 44,962,531 46,255,514 47,586,245 48,864,368 50,271,691 Operating Surplus/(Shortfall) 3,194,519 2,752,602 2,292,483 1,904,973 1,408,733 Annual Increase 3.8% 2.9% 2.9% 2.7% 2.9% Capital Transfers & Subsidies 2022 2023 2024 2025 2026 Capital Reserve - Vehicles 973,750 1,011,000 584,000 896,000 140,000 Capital Reserve - Facilities 20,536,100 1,895,000 140,000 140,000 2,900,000 Capital Reserve - Technology 100,000 25,000 - 120,000 45,000 Capital Reserve - Stormwater 420,000 420,000 420,000 420,000 420,000 Street Program 12,124,000 12,395,000 12,431,000 12,417,000 6,180,000 Capital Reserve Funding 1,493,750 1,456,000 1,004,000 1,436,000 605,000 Total Transfers 35,647,600 17,202,000 14,579,000 15,429,000 10,290,000 Total Fund Surplus/(Shortfall) (32,453,081) (14,449,398) (12,286,517) (13,524,027) (8,881,267) The current budgeting strategy is to contribute to capital reserve programs in order to remain on a pay-as-you-go basis of capital asset financing. If reserve amounts are depleted, or inadequately funded, staff will need to consider debt financing for future expenditures. Over the next five years it is anticipated that $67.2 million in funding, above the current forecasted amounts in the General Fund. However, the Village Board has addressed infrastructure funding needs through by the approval of increased water/sewer rates, a local motor fuel tax and adult use cannabis tax. In 2020, the Village successfully issued $24 million in general obligation bonds fund infrastructure improvements. The revenue enhancements and bond issue support the Infrastructure Modernization Program, a five-year strategy to invest $175 million is streets, sewer and water infrastructure. Unfunded 2022 2023 2024 2025 2026 Street Program 10,344,000 10,615,000 10,651,000 10,637,000 4,400,000 Capital Improvement Plan 20,236,100 - - - - Total Unfunded/Debt 30,880,100 10,615,000 10,651,000 10,637,000 4,400.000 491 RESERVES The General Fund Reserve Policy sets forth a minimum unassigned reserve level of 25 percent of the subsequent year’s budget (capital funding and reserve transfers). It is important to maintain a strong reserve level for several reasons, (1) it provides more time to react and respond to revenue threats created by economic conditions, (2) it helps to better withstand any unfunded legislative mandates that will create additional expenditure obligations without corresponding revenue, and (3) to fund unforeseen infrastructure/capital asset costs. Spending down of prior period reserve balances allows the Village time to reallocate resources within the budget and restructure service levels to react to the fiscal environment. After drawing down on the balance to respond to emergency conditions, it is important to rebuild those reserves in order to remain flexible to respond to the next threat. Fund balance should never be used to support day-to- day operations. Absent an unforeseen economic crisis, the use of reserves to support operating expenditures represents a budget that is structurally unbalanced. The estimated General Fund balance level at the end of FY 2020 is $20.1. million or 42.7 percent of the FY 2021 operating budget. The Village plans to designate a portion of the unassigned fund balance as a debt stabilization fund to reserve funds for the early retirement of our 2012 bonds and mitigate increases in the property tax levy for debt service retirement. 492 GENERAL FUND REVENUES Approximately 83 percent of all General Fund revenue is generated from seven revenue sources including property tax, combined sales tax including prepared food and beverage, income and use tax, telecommunications tax, utility (natural gas & electricity) use tax and real estate transfer tax. Almost half of the Village’s major revenue sources are elastic. Elastic revenues are those sources that tend to fluctuate with the economy. A balance between elastic and inelastic revenue is desired as a hedge against market volatility. General Fund revenues considered to be elastic include: sales and use taxes, income taxes, real estate transfer tax, building revenue and fees, and investment income. The property tax is an example of a non-elastic source of revenue as collections are stable and predictable. The Village continues to seek to be less reliant upon state-shared revenues (income, base sales, and telecommunication taxes) and align core services with taxes/fees under local home rule control. PROPERTY TAX There are three components to the Village’s property tax levy. The first component is the Corporate Levy. This levy helps to fund public safety (police and fire) operations. The growth in the corporate levy is tied to inflation. The second component is the Debt Service Levy. This levy covers the principal and interest payment on outstanding debt issuances. The last component is the special purpose/pension levies. The tax levies for the three pension funds (police, Firefighters and IMRF) are calculated by independent actuaries. The levies are structured to cover the normal cost of the pension, an amortized annual amount of the unfunded actuarial liability, and the interest cost on that liability. Unfunded liability grows when actuarial assumptions are not met (interest rate) or when legislative changes (Springfield) are enacted that enhance benefits. Those legislative changes produce unfunded liabilities. Each year the Village determines its levy amount. Since debt service payments are mandatory as are pension contributions, the amount of control the Village has over the tax levy is limited to the Corporate Levy. Future ability to raise property tax revenue to support General Fund operations is challenging as the corporate levy must compete for tax dollars with pension and debt service levies. See the chart below to see where property tax dollars are allocated. 493 The levy request is then applied to the equalized assessed value of all property within the Village to determine a tax rate. Assuming the same tax levy amount, if the property values go up the rate goes down and conversely the rate goes up if the values decline. The total equalized assessed value of property in Buffalo Grove is estimated to be $1,787,598,388 representing a 1.5 percent decrease from the previous year. The Lake County portion of the Village’s EAV has decreased 2.2 percent year over year primarily due to a 3.6% decline in commercial EAV. Corporate Levy - Public Safety 53.6% Pension Levies 44.1% Debt Service 2.3% Property Tax Dollar Distribution 494 SALES TAX Inflation sets the growth baseline for both the base (2%) and home rule sales taxes (2%). Combined, this is the second largest revenue source for the Village. The base sales tax revenue is directly related to the dollar value of sales made within the Village. Home rule sales tax applies to the same transactions as the base sales tax except in the following transactions, food for human consumption off the premises where sold (groceries), prescription and non-prescription medicines and tangible personal property that is titled with an agency of the State of Illinois. The assumption for the five year analysis is that the retail mix will remain substantially similar to what is present today with the exception of new retailers where development plans are approved. The forecast applied to both base and home rule sales tax produces the following: Base Sales Tax $8,500,000 $8,000,000 $7,500,000 $7,000,000 $6,500,000 $6,000,000 $5,500,000 $5,000,000 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Home Rule Sales Tax $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 495 RETAIL SALES TAX BY SECTOR Lumber Building and Hardware 19% Automotive and Filling Stations 9% Furniture, Household & Radio 11% Drugs and Misc. Retail 12% Drinking and Eating Places 10% Apparel <1% Agriculture and All Other 21% General Merchandise 1% Food 16% Manufactures 1% The Village’s strives to diversify its retail tax base so that no one sector is overly exposed to economic and/or demand fluctuations. The following chart reflects the Illinois Department of Revenue Standard Industry Codes (SIC) for sales tax remitted to the Village. INCOME TAX The Illinois Income Tax is imposed on every individual, corporation, trust, and estate earning or receiving income. The tax is calculated by multiplying net income by a flat rate. The current rate is five percent of net income. The rate reverted to 3.75 percent beginning January 1, 2015 to December 31, 2024. The rate will then reduce to 3.25 percent starting on January 1, 2025. The formula for distribution for local governments was 10 percent of the revenue, allocated on a per capita basis, when the rate was 3 percent. When the state rate increased to 5 percent, the increase was not included in the distribution making the effective per capita distribution to municipalities six percent. The Village’s unemployment rate as of April 2021 is 4.3 percent, which bests the state of Illinois (7.1 percent) and the U.S. (6.1%). Illinois income tax receipts had not fallen to the degree expected during the pandemic. Corporate profits were similar to the prior year and enhanced unemployment benefits contributed to total receipts. The long-term impact of the economic downturn on income tax receipts is difficult to determine. 496 Income Tax $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 PREPARED FOOD AND BEVERAGE TAX This tax (1%) was adopted in 2008 and is levied on the purchase of prepared food for immediate consumption and the sale of liquor. Similar to sales tax, inflationary growth is the primary reason for revenue increases. The source is projected to increase two percent annually. There are approximately 100 establishments that charge and remit this tax to the Village. TELECOMMUNICATIONS TAX This tax levied at 6 percent on all types of telecommunications except for digital subscriber lines (DSL) purchased, used, or sold by a provider of internet service (effective July 1, 2008). The exemption of DSL service has made a significant impact on collections. Recent legislation has also mandated that data packages no longer be bundled with all other telecommunications billing for the sake of taxation. Those services have been exempted. This revenue source is down 30.3 percent ($0.9 million) in FY 2020 from $1.3 million in FY 2019. The forecast calls for no change over the remainder of the plan. UTILITY USE TAX (NATURAL GAS & ELECTRICITY) Natural gas and electricity charges are based on consumption and will fluctuate with seasonal demands. The Village is charging the highest statutory rate. There is no consumption growth projected over the next five years. Any new growth will be predicated on adding square footage to houses or buildings and offset by more energy efficient construction and mechanical systems. 497 REAL ESTATE TRANSFER TAX Real estate transfer tax is collected at the rate of $3 per $1,000 of sales consideration. Sales recovered from the FY 2012, when the market reached a low point, through FY 2018. FY 2020 revenue matched the budget amount of $990,000 despite the pandemic and receipts have performed well in FY 2021 due to a strong real estate market. Real Estate Transfer Tax $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 498 Personal Benefits 24% Operating Expenses 7% Personal Services 46% Capital % Capital Reserve Transfers 2% All Other Expenses 7% Maintenance & Repairs 6% Commodities 1% Insurance & Legal 2% EXPENDITURE DISTRIBUTION EXPENDITURE REVIEW The average annual increase in operating expenditures over the next five years is 3.0 percent. In each of the next five years, wages and benefits account for about 70 percent of all operating expenditures. The next largest expenditure account group is for operating expenses (7 percent). For FY 2021 the distribution of General Fund expenditures is shown in the table below. PERSONAL SERVICES Wages are anticipated to increase by a factor of three percent each year. The wage forecast anticipates the general wage increases plus merit based pay range adjustments. The forecast does assume retirements with a replacement hired at a lower starting salary. Over half of the workforce is covered by collective bargaining agreements and the Village has less flexibility when addressing wages within the police and fire departments. Budgeted full time staffing is at 202 employees. For all positions, the ratio of municipal employees per 1,000 residents is 5.1, compared to a ratio of 7.8/1,000 in 2010. It is anticipated that no new positions will be added during the forecast. A major initiative in FY 2015 was to establish a pay for performance system that will allow employees to move through their pay ranges. A merit wage pool will be included in the FY 2022 499 Budget and managed by the Human Resources Department. The ability to advance employees through their pay range based upon performance is critical in maintaining an effective and motivated work force. PERSONAL BENEFITS The largest single expenditure within Personal Benefits is for health insurance. The Village is a member of the Intergovernmental Professional Benefits Cooperative (IPBC). As a member of IPBC, the Village is better able to stabilize medical costs through risk pooling and provide for a mechanism to help establish positive cash flow and rebuild reserves. The forecast calls for three percent growth each year in annual premium expense. The employees’ contribution is set at 15 percent of the premium in FY 2022. Continued efforts will be made to maintain costs. A renewed emphasis on wellness programs and evaluating data will be critical in the next few years to help stabilize experience. Employer pension costs have been assigned to each operating department budget. The intent of the accounting was to better represent the true cost of providing a specific service. Employer pension obligations are anticipated to be $6.8 million in 2022 or 14.1 percent of the General Fund Budget. INSURANCE Within the Insurance category is the premium paid for general liability and workers’ compensation coverage. In FY 2016, the Village moved from the Intergovernmental Risk Management Pool (IRMA) for general liability and workers’ compensation coverage to establish a risk premium structure that is more commensurate with the Village’s service profile and asset values. The Village is a founding member of the Suburban Liability Insurance Pool or SLIP. The purpose of SLIP it to share risk with similarly sized, full-service communities and mitigate increases in premium costs and develop economies of scale for administrative services. COMMODITIES The single largest expenditure within the Commodity account group is for purchase of salt for the snow and ice control program. The forecast calls for increases of 2.5 percent per annum. Staff continues to seek innovative ways to reduce commodity costs, such as bulk electric procurement, and utilizing centralized purchasing to leverage the Village’s buying power. MAINTENANCE & REPAIR Expenditure growth in this account group is estimated to be 2.5 percent per year. Included in these expenditures are costs related to the maintenance and repair of sidewalks and bike paths, street patching, street lights, building facilities, vehicles and parkway trees. Included in these costs are Internal Service Fund charges for Central Garage and Building Maintenance expenditures. 500 CAPITAL RESERVES GENERAL FUND TRANSFERS Included in the transfers are $4.8 million for vehicles, technology, storm water and building reserves for the General Fund over the next five years. If the Village intends to continue with a pay-as-you-go approach to acquiring vehicles, supporting technology infrastructure and repairing facilities, then these transfers should be programmed. It should be noted that the reserve amount for facilities is the minimum to address various maintenance needs and does not provide funding for major repairs including roof replacements, purchase of mechanical systems and/or functional remodeling. CAPITAL PROJECTS There is $35.8 million in capital projects scheduled for completion during the five year forecast. The projects are taken from the current Capital Improvement Plan (CIP) and the details of those projects are included in the FY 2021 annual budget. The amount of the capital reserve funding is not sufficient to meet the needs of certain CIP program areas. 501 In each of the five years, revenues offset operating expenses and the budgets are anticipated to be in balance. This statement should be viewed with caution as revenues are expected to grow on average 1.9 percent per year while operating expenditures outpace average annual revenue growth by 1.1 percent per year or 3.0 percent. Impact of Transfers and Capital Projects After including amounts necessary for reserves and capital, there is a shortfall every year of the forecast. The shortfall is created by a desire to cash finance most capital projects. This is anticipated and adjustments can be made to address funding levels. It is important to note that reducing amounts spent on capital should not be viewed as budget cuts (or savings) rather is a conscious decision to defer spending to future years. The liability still exists. Reserve spending should be viewed in the same light. While efforts will continue to focus on how to deliver the same high level of services at lower unit costs, staff recognizes that revenues will also need to be reviewed. Every opportunity to grow the sales tax base should continue to be considered. Staff must ensure that revenues are reviewed for adequacy (fees), efficiency (collections), and efficacy (diversified). New revenue sources should be researched, discussed, and if warranted, presented to the Village Board for consideration. This report will be used as a guide for the development of the FY 2022 Budget and will help shape the discussion about how the Village adapts to the current and future financial landscape. Staff seeks further input from the Village Board on the operating forecast. Operating Budget FINANCIAL RESULTS 502