FINANCE COMMITTEE 2009/11/16 Minutes Page 1
The City of Lake Forest
FINANCE COMMITTEE
Proceedings of the November 16, 2009 Meeting
5:00 p.m. – City Hall Council Chambers
I. Call to Order and Roll Call
Chairman Grumhaus called the meeting to order at 5:05 p.m. Present: Mayor Cowhey, Chairman
Grumhaus, Aldermen Novit, Widman, Goltra, Morsch, Hanrahan and Palmer. Absent: Alderman Looby.
Quorum present. There were approximately 17 present in the audience.
Staff present: Robert Kiely, City Manager; Kathleen Reinertsen, Finance Director; Louise Breckan,
Assistant Finance Director; Ken Magnus, City Engineer; Ramesh Kanapareddy, Assistant City Engineer;
Rosemary Haack, Public Information Officer; Diane Hall, Senior Accountant and Carina Walters,
Assistant to the City Manager.
II. Consideration of the Minutes from the Finance Committee meeting held on September 21, 2009
Alderman Palmer stated that he believed that the Committee agreed to have staff come up with options to
recover all of the internet processing fees associated with the on-line purchase of vehicle licenses and
parking permits. This action should be noted in the September 21, 2009 meeting minutes.
Alderman Morsch made a motion to approve the minutes from the Finance Committee meeting held on
September 21, 2009 with the proposed change made by Alderman Palmer. The motion was seconded by
Alderman Hanrahan. The motion carried unanimously by voice vote.
III. Introduction – Core/Elective
Mr. Robert Kiely, City Manager stated that the committee was given an updated core and elective memo
for CROYA and Senior Resources. After discussing, the Committee did not have any changes to the
memo.
The Committee agreed that all core and elective memos were final. City staff can use the memos to make
decisions during the FY2011 budget process as the City is facing a projected $500,000 revenue shortfall
in the General Fund for FY2011. In January or February 2010 after city staff recommends cuts to
programs, the Committee will decide how to communicate the decisions to the public.
IV. Flash Report
Ms. Kathleen Reinertsen, Finance Director stated that revenues in the October 2009 flash report are
getting worse. She stated that she is in the process of reforecasting the Five Year Revenues for the
General Fund. The Water and Sewer Fund will be discussed at the December 7, 2009 Finance Committee
meeting.
Mr. Kiely mentioned to the Committee that the FY2011 Budget Calendar was included in the meeting
packet. He stated that at the March 15, 2010 Budget meeting, the Committee will be finalizing decisions
on the FY2011 operating and capital budgets.
V. Capital Fund Reports
Infrastructure Report Card: Mr. Kiely stated that staff uses this infrastructure report card for
recommending the funding of capital projects. The Committee did not have any changes.
Finance Committee Meeting Minutes
November 16, 2009
Page 2
Five Year Capital, PPL, MFT Fund Analysis: Ms. Reinertsen reviewed the Five Year Fund Balance
Forecasts for the Capital Improvement Fund, Motor Fuel Tax Fund and the Park and Public Land Fund.
The Water Fund Five Year Fund Balance Forecast will be reviewed at the December 7th meeting. Ms.
Reinertsen reviewed the proposed bond issues in the Capital Improvement and Park and Public Land
Funds with the Committee.
VI. Five Year Capital Improvement Program (CIP)
CIP Projects: Mr. Kiely stated that only Priority 1 projects are going to be discussed as the City can only
fund Priority 1 projects in FY2011 due to limited resources.
1) Western Ave. Improvement Project: Mr. Kiely stated that Phase I has been completed.
Phase II is scheduled to begin in March 2010 and finish by the end of July 2010.
2) CBD Train Station: Mr. Kiely stated that options will be reviewed over the coming year as
the City’s lease expires in the fall of 2010. He stated that it will cost $3 million dollars to
renovate the train station depot per the Historic Preservation Commission’s report. This
report has been sent to Metra. The Committee directed Mr. Kiely to remove the $3 million
from FY2013 but spend $100,000 to paint the building.
3) Street Program: Mr. Ramesh Kanapareddy, Assistant City Engineer explained that asphalt
prices have increased over the past ten years. He stated that although the City Council has
spent more money each year, the number of miles being repaired has declined. Mr. Ken
Magnus, City Engineer reviewed the proposed 2010 Capital Improvement Program. He
reviewed the memo on Concrete Streets. Mr. Magnus stated that although staff is
recommending an annual budget of $100,000 to address concrete street, sidewalk and curb
and gutter repairs, the City’s entire road system is being done by IMS next year so
Engineering will be in a better position to budget for future concrete repairs.
4) Storm Sewer Lining Program: Mr. Magnus stated that there is a memo in the meeting
packet about Sewer Lining. In summary, Engineering is recommending to annually fund
sanitary sewer lining and to every other year fund storm sewer lining.
5) Special Service Area- Holland Court: Mr. Kiely stated that recently Holland Court
homeowners approached the City to install curbs on their street. Mr. Kiely stated that this
project is not in the capital improvement program. Mr. Kiely stated that in the past the City
has created Special Service Areas for such projects. All six homeowners have agreed to pay
100% of the project. The Committee agreed to go forward with the special service area. The
special service area will be discussed at the December 7, 2009 City Council meeting.
If possible, the Committee requested that the CIP be printed out by project.
Capital Equipment: Capital equipment will be presented at a later date pending the work of the Fleet
Committee.
VII. Debt Plan
Ms. Reinertsen reviewed the Draft Schedule of Bond Issues with the Committee. She stated that this
schedule is for planning purposes as no decision needs to be made now but in March 2010 when more
information will be known about the Municipal Services Building and Capital Projects.
VIII. 2009 Tax Levy Ordinance
Ms. Reinertsen stated that the annual tax levy must be filed with the County Clerk before the last Tuesday
in December. She stated that first reading approval of the 2009 tax levy ordinance is on tonight’s agenda
for the City Council meeting. She noted that the tax levy ordinance includes the moving of the Forestry
Department from the General Fund to the Parks and Recreation Fund. The Committee did not have any
changes.
IX. Bond Abatement Ordinances
Finance Committee Meeting Minutes
November 16, 2009
Page 3
Ms. Reinertsen stated that these bond abatement ordinances provide for the abatement of the 2009 taxes
levied for the various outstanding general obligation alternate revenue bond issues. She stated that the
abatement is possible as these bond funds have an adequate revenue source to pay for the bonds and the
general obligation tax levy can be abated as was planned at the time the bonds were issued. She stated
that first reading approval is on tonight’s agenda for the City Council meeting.
X. Other Business
Ordinance Approving a Fee Schedule: Ms. Reinertsen stated that the first reading approval of this
ordinance is on tonight’s agenda for the City Council meeting. Ms. Reinertsen reviewed the proposed
changes in the vehicle license fees with the Committee. She stated that the direction of the Committee
was to encourage on-line purchase as well as recover all of the on-line costs. She stated that another
proposal is to increase the senior discount age from age 65 to age 70 over the next 5 years. She noted that
an analysis of vehicles purchased by seniors, age 65 and above, show that 74% of these vehicles are
considered luxury vehicles.
After discussion, the consensus of the Committee was to completely eliminate the senior discount and
increase the vehicle license fees as proposed.
Mr. Kiely stated that the Truck Licensing Fee has been tabled so it will not be discussed at tonight’s City
Council meeting.
XI. Opportunity for the Public to Address the Finance Committee
None
XII. Adjournment
There being no further business, Alderman Novit moved, seconded by Alderman Goltra to adjourn the
meeting at 7:25 p.m. The motion carried unanimously by voice vote.
Respectfully submitted,
Louise Breckan
Assistant Finance Director