City of Mt. Vernon, Illinois

City Council Workshop Meeting

Monday, August 29, 2011

 

 

The Mt. Vernon City Council met for a Workshop Meeting on Monday, August 29, 2011 at 3:30 p.m. in the Council Chambers at City Hall, 1100 Main Street, Mt. Vernon, Illinois.

 

Mayor Mary Jane Chesley called the Workshop Meeting to order. 

 

Roll call showed present: Councilman Ron Lash, Councilman Dennis McEnaney, Councilman Todd Piper and Mayor Mary Jane Chesley. Absent: Councilman David Wood.

 

Mayor Chesley noted there are two items on the agenda today.  One being the quarterly budget review and the other, the new telephone system proposal. 

 

New Telephone System

 

City Manager Ron Neibert advised that the City’s present telephone system is fragmented, antiquated and in need of updating.  He noted that the present system has no voicemail or messaging system and limited intercom capabilities.  Josh Kunce of Kunce Computers was present to answer questions regarding the proposed system with Phone Masters.  The System cost analysis is as follows:  $69,307.34 for hardware; $30,298.05 to Kunce Computers for Cat5 wiring; $4,300.00 to Mt. Vernon Net for installation of fiber optic cable from City Hall to the Police Department; and up to $15,000.00 for expense if the antennas are unable to handle the band width which cannot be determined until the project is underway.  The total cost of the new phone system is $118,905.39.  Estimated monthly cost to finance the system over five years at a local bank at 4.5% is $2,216.75; estimated monthly VOIP phone bill with the new phone system is $2,350.00; current monthly phone bill (average of last two bills) is $4,471.09.  The increase in the monthly cost for the new phone system for the first five years until the hardware is paid off is $95.66.

 

The new phone system will be installed in eight City department buildings:  City Hall, Police Department, Rolland W. Lewis Bldg., Municipal West Bldg., Fire Station #3, Fire Station #4, Maintenance Bldg. at 1201 Casey Avenue and the Downtown Development Bldg.  Installation of the system will take from three to six months to complete.  The new system will not affect the 911 system in any way. 

 

City Manager Neibert recommended that the 242-5000 number be answered by the automated system and callers will be prompted to punch “1” for the water department, “2” for inspection, etc.  Concern was voiced that the City maintains personal service with citizens.  It was noted that only one level of automation will be utilized.  Once the caller punches “1” for the water department, an employee will answer the phone and provide them with personal service.  The new system will have voice mail capabilities.  City Clerk Jeri Hopkins will conduct a tally of calls received in her office so that the most requested departments will be listed at the beginning of the options when placing a call to 242-5000.  The “0” for the operator option will be available, and those calls will be answered by the City Clerk’s office. 

 

City Manager Neibert requested that a Resolution approving the contract with Phone Masters be placed on the Agenda for the City Council meeting on Tuesday, September 6, 2011. 

 

Quarterly budget Review

 

City Manager Neibert began discussion of the City’s three month budget review as of July 31, 2011 and referred to several spreadsheets (attached) prepared by Merle Hollmann, Finance Director.  The operating budget balance as of 4/30/11 was $2,090,854.00; as of 7/31/11 it was $1,881,714.00 which was attributed to extra payroll in July for $140,000.00 as in the previous year, and the purchase of Industrial Park land for $50,000.00 which will be resold.  Councilman McEnaney inquired as to the total of the General Corporate Budget for operations.  That total is $12,851,000. 

 

The working fund balance as of 4/31/11 was $2,885,390.00 which came in higher than anticipated at the end of the year.  The working fund balance is calculated by adding the cash balance as of 4/31/11 to two months of anticipated revenue and two months of anticipated expenses.  The working fund balance as of 7/31/11 is $2,665,373.00. 

 

Actual revenues as of 7/31/11 are 24% of the budget.  Typically the first three months of the fiscal year are lower because these are revenues that come in for March, April, and May and these are not historically big sales tax months. 

 

The original budgeted deficit for FY 2011-12 was ($132,593.00) and actual budget surplus (deficit) for three months ending 7/31/11 was ($220,017.00).  City Manager Neibert noted that the deficit is on track, and the City will be able to overcome the deficit because of the anticipated higher revenues coming in.  City Manager Neibert predicts a zero deficit balance at the end of the fiscal year.   

 

In the Public Utilities Fund, the operating cash balance as of 4/30/11 was $44,296.00.  The public utilities operation is a zero operating fund out of a total revenue of $6,500,000.00 which is less than one-tenth of a percent.  The budget is on target for this fund. The last rate increase was set at the correct amount showing that the City didn’t over increase or under increase the rate. 

 

There was a deficit in the Public Utilities Operating Cash Fund in the amount of ($20,740.00) because of the extra payroll in July (similar to last year).  As of 4/31/11, the Public Utilities Working Fund balance was $331,419.00 and $339,049.00 as of 7/31/11.  Actual revenues and actual expenditures are on target at 25%.  The original budgeted Public Utilities Fund is $2,417.00 and actual budget surplus (deficit) as of 7/31/11 is $7,630.00. 

 

General Corporate Fund

1% State Sales Tax

 

The spreadsheet represents the 1% state sales tax comparison of current year actual to budget and prior year actual for FY 2011-12.  City Manager Neibert noted that the City is 0.5% below what was budgeted, but 3.1% higher than where we were at this time last year. 

 

A new spreadsheet, a multi-year comparison of the 1% state sales tax, was included.  In FY 2007-08 $4,893,824.44 was collected; FY 2008-09 experienced a 2.3% decrease; FY 2009-10 increased by 3.6% and FY 2010-11 increased by 3.7%. The increase may be attributed to Kohl’s, Dunham’s, and the new car dealership.  Councilman McEnaney asked for a breakdown of what segment of business accounted for the increase (i.e. cars, furniture). 

 

1% Home Rule Tax

 

City Manager Neibert stated that the 1% home rule tax comparison of current year actual to budget and prior year actual for FY 2011-12 is up 4.3%. The City experienced a larger increase in home rule tax over the 1% state sales tax for the current quarter.  Home rule tax is imposed on the same general merchandise base as the state sales tax, excluding titled or registered tangible personal property (such as vehicles, watercraft, aircraft, trailers, and mobile homes), and qualifying food, drugs and medical appliances.

 

A multi-year comparison of the 1% home rule sales tax reflects that $3,370,253.50 was collected during FY 2007-2008; there was a (1.8%) decrease during FY 2008-2009; 5.7% increase in FY 2009-2010; 3.4% increase in FY 2010-2011; and 3.4% increase year to date.  Again, these figures represent healthy increases.  Councilman McEnaney requested a breakdown of each business segment’s share of these taxes. 

 

Reports are available online at the Illinois Department of Revenue website: https://www.revenue.state.il.us/app/kob/KOBReport?r=Specific.  This link is for both types of sales tax collected by Mt. Vernon businesses, sales tax and home rule sales tax.  Councilman McEnaney was interested to know how the City compares to other regions in tax revenues.  Mayor Chesley noted in the past she received a publication titled Southern Illinois Business Journal which contained these comparisons.  She will instruct Jane to order the Journal in the future.

 

State Income Tax

 

On the year-to-date comparison, the City accrued $290,606.65 in income tax revenue that has not been received.  The State is running about four months behind in disbursing these funds.  According to Merle Hollmann, City Finance Director, the State is in arrears to the City for a total of $442,000 so the cash balance as of 7/31/11 in the amount of $1,881,714 does not include the $442,000 still owed to the City from the State.  The City is about (1.9%) below where we anticipated year-to-date and actual is 1.9% higher than where we were at this time last year.  That indicates a small increase in the state economy at least on payroll taxes to the tune of 1.9%.  This tax is assessed to every municipality on a per capita basis. 

 

Food and Beverage Tax

 

The Food and Beverage Tax shows a 1.7% increase over budget and a 1.9% increase over the previous fiscal year.  Yearly comparison of the Food and Beverage Tax reflects a 4.2% increase over FY 2009-2010 with a year-to-date increase of 1.9%. 

 

Mayor Chesley noted that because of the Interstate Highway construction, she wants to pay particular attention to the Food and Beverage Tax and the Diesel Fuel Tax figures over the next two to three years. 

 

2 Cent Diesel Fuel Tax

 

The first year for collecting the Diesel Fuel Tax was FY 2009-10 so the City had a 0.2% increase over FY 2010-11 with an overall year-to-date increase of 8.5%.

 

Activity in Restricted Capital and Restricted Bond Funds

First Quarter FY 2011-12

 

Pursuant to a request from Councilman McEnaney, Finance Director Hollmann prepared a break-out of the General Corporate Capital Funds, General Corporate 2010 Bond Funds, Public Utilities Capital Funds and Public Utilities 2010 Bond Funds.

 

The Restricted Revenue Fund ($341,579.43) includes the Food and Beverage Tax, Diesel Fuel Tax and Telecommunication Tax (2%).  It was noted that the Telecommunication Fund breakdown was not included in this schedule.

 

As of 7/31/11, the General Corporate Capital Fund reflected a restricted cash balance of $981,530.73.  The ongoing North Davidson Drive project is included in this fund.  Capital expenditures from restricted revenues included new copier, squad car, engineering software, replacement police dog, and other equipment type expenses. 

 

Update on Bonded Projects

 

 

Update on Non-Bonded Project

 

 

Councilman Lash inquired as to what determines if a project is bonded or non-bonded.  Bonded projects usually total over a million dollars.  We have some smaller bonded projects at $300,000 to $400,000. 

 

The Public Utilities Capital Funds revenues are coming from 3% rate increases implemented on November 1.  The next increase will be November 1, 2011 and the last one on November 1, 2012.  These increases were implemented to build a Capital Fund for the Public Utility Department to pay for bonded projects and smaller Public Utilities Capital projects such as a one-block water line as well as the Water Tower, Wells Bypass sewer project, and Veterans/Davidson South Extensions for water and sewer.    

 

Projected completion for the Veterans/Davidson South Extension is probably 12-14 months.  In late 2012 the entire project will be complete and ready for development.  City Manager Neibert will have a sign erected to describe the progress of the project as well as to promote the area for development. 

 

Mayor Chesley noted that these funds were instigated to go along with the Comprehensive Plan as we promised residents that improved services would be provided. 

 

Councilman McEnaney requested that the Engineering Department provide the Council with a matrix of all capital projects. 

 

The Mayor and Finance Director have a meeting scheduled on September 9, 2011 to review the audit report.  It is anticipated that a draft of the audit will be presented to the City Council at the September 19, 2011 Council meeting.  At the Council Retreat on July 29, 2011, it was determined that the audit would be presented to the City Council at the second meeting in September.  Discussion was held concerning an audit committee consisting of the Mayor, Finance Director, City Manager, and auditor.  There was a question as to if a civilian would be asked to serve on the audit committee.  City Clerk Hopkins will have that portion of the Retreat transcribed for verification of the Council’s decision regarding members of the audit committee. 

 

Councilman Piper stated that he appreciated the financial breakdown provided at today’s meeting.  Councilman Lash noted that he appreciates the updates on the construction projects and would appreciate the matrix discussed earlier.  

 

Motion by Councilman McEnaney to adjourn the City Council Workshop Meeting.  Second by Councilman Ron Lash.  Yeas: Lash, McEnaney, Piper and Chesley.  Absent Councilman Wood.