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HomeMy WebLinkAbout2018 Adopted Budget Wally Bobkiewicz, City Manager www.cityofevanston.org Fiscal Year 2018 Adopted Budget Stephen H. Hagerty, Mayor Submitted by 1 Judy Fiske First Ward Peter Braithwaite Second Ward Melissa A. Wynne Third Ward Donald N. Wilson Fourth Ward Robin Rue Simmons Fifth Ward Thomas M. Suffredin Sixth Ward Eleanor Revelle Seventh Ward Ann Rainey Eighth Ward Cicely L. Fleming Ninth Ward Devon Reid City Clerk ELECTED OFFICIALS Stephen H. Hagerty Mayor CITY COUNCIL Wally Bobkiewicz City Manager 2 CITY OF EVANSTON FY 2018 ADOPTED BUDGET Including the City Manager’s Budget Message and Schedules Showing Revenue Estimates TABLE OF CONTENTS Part I – Budget Message Page City Manager’s Transmittal Letter………………………………………………….……………...…………….…………………………6 Executive Summary…………………………………………………………………………………………….………………………………..28 Part II – Charts and Summaries Organizational Chart……………………………………………………………………...........……………….……………………………38 General Information……………………………………………………………………...........……………….……………………………39 Demographic Information …………………………………………………………………………………………………………..40 Budget Calendar……………………………………………...…………………………………………………………………………..41 Budget Process …………………………………………………….………………………………………………………………………42 Budgetary Basis of Accounting ……………………………………………………………………………………………………………..44 Fund Descriptions……………………………………………………………………………………………….………………………………….46 Budget Policies …………………………………………………………………………………………………………………………………….50 Total Budget – All Funds……………………………..………………….………….............……………….…………………………..55 Total Budget – All Funds (Adjusted for Interfund Transfer)……….………………...........……………….…………….56 Budgeted Interfund Transfers…………………………………….…………..……………….……………………………..……….57 Fund Balance Summary……………………………………………………………………………………….………………………………..59 Summary of All Funds Chart…………………………………………………………………………………………………………………..60 Revenue Assumptions and Trends………………………………………………………………………………………………………………………61 Property Tax Levy Charts………………………………………………………………………………………………………………………64 Part III – General Fund Budget General Fund Revenues……………………………………………………………………..……………….…………………………………67 City Council…………………………………………………………………………………..……………….………………………………………70 City Clerk’s Office…………………………………………………………………………………………….…………………………………….72 City Manager………………………………………………………………………………………………………………………………………….74 Law Department……………………………………………………………………...........……………….………………………………….78 Administrative Services Department……………………………………………………….……………….……………………………81 Community Development Department..……………………………………………..……………….………………………………86 Police Department...………………………………………………………………………………………….………………………………….93 Fire Department..…………………………………………………………………………….……………….……………………………………97 Health and Human Services Department………….……………………………………………………………….……………….…………………………………..101 Parks, Recreation and Community Services Department………...………………………………………………….…………106 Public Works Agency……………….………………………………………………….……………….……………………………….113 3 Part IV – Other Funds Budget General Assistance Fund……………………………………....…….……………….………………………………………………………….118 Human Services Fund…………………………………………………….……………….………………………………………………………….121 Good Neighbor Fund……………………………………....…………………….……………….………………………………………………………….123 Library……………………………………………………………………………………………………………...…………………………….125 Library Debt Service…………………………………………………………………………………………………………………………………….127 Library Capital…………………………………………………………………………………………………………………………………….129 Neighborhood Stabilization Program 2………………………………………………………………………….………………………131 Motor Fuel Tax…………………………………………………………………………...........……………….………………………………133 Emergency Telephone System…………………………………………………………........……………….………………………….135 Special Service Area No. 4…………...……………………………………………………………………….………………………………137 Community Development Block Grant……………………………………………………………………….……………………139 CDBG Loan…………………………………………………………………………………………………………….………………………….142 Economic Development …………………………………………………………………….……………….…………………………..144 Neighborhood Improvement……………………………………………………………………..……………….………………….146 HOME……………………………………………………………………………………………………………….……………………………..148 Affordable Housing Fund…….………………………………………………………….......……………….………………………..150 Washington National TIF……………………………………………………………………….………….……………….………….152 Special Service Area No. 5…………...……………………………………………………………………….…………………………154 Southwest II TIF(Howard-Hartrey TIF) ………………………………………………………..……………..……………….…………156 Debt Service Fund…………………………………………………………………………….……………….…………………………….158 Howard-Ridge TIF.………………………………………………………………………….………………………………………………..160 West Evanston TIF.…………………………………………………………………………….……………………………………………162 Dempster Dodge TIF.…………………………………………………………………………….……………………………………………164 Chicago Main TIF.…………………………………………………………………………….……………………………………………166 Special Service Area No. 6.…………………………………………………………………………….……………………………………………168 Capital Improvement Fund………………………………………………………………………….…………………………………..170 Crown Construction Fund……………………………………………………………………………………………………. 172 Special Assessment Fund……………………………………………………………………….…………………………………………174 Parking System Fund………………………………...………………………………………….…………………………………………176 Water Fund………………………………………………………………………………………….………………………………………….178 Sewer Fund…………………………………………………………………………………….……………………………………………….183 Solid Waste Fund………………………………………………………………………………….………………………………………….186 Fleet Services Fund…………………………………………………………………………….……………………………………………188 Equipment Replacement Fund…………………………………………………………………….…………………………………..191 Insurance Fund..…………………………………………………………………………………….………………………………………..193 Fire Pension Fund.……………………….………………………………………………….……………………………………………….195 Police Pension Fund………………………………………………………………………………….……………………………………..197 Part V - Position Information Position Comparison Charts…………………………………………………………………….………………………………………200 Part VI - Capital Improvement Plan Capital Improvement Plan Overview………………………………………………………….…………………………………….218 Capital Improvement Fund Policy………………………………………………………….………………………………………..219 Capital Projects……………………………………………………………...………………………….………………………………………..224 Part VII - Comprehensive Performance Measurement Comprehensive Performance Measurement Report………………………...……………………..………………………….…………233 Part VIII - Glossary Glossary………………………...……………………..………………………….……………………………………………………………..237 4 5 PART I BUDGET MESSAGE 6 January 1, 2018 Mayor Stephen H. Hagerty and Members of the City Council Ladies and Gentlemen: Please find the Adopted Fiscal Year 2018 Budget for the City of Evanston, Illinois for the period beginning January 1, 2018 and ending December 31, 2018. The annual budget is a policy document, which sets the financial course for the City of Evanston and defines the service priorities provided to the community. It is the culmination of months of effort by the entire City staff, as well as residents, to balance available resources with the actual and desired services required by Evanston residents, businesses, and visitors. The total 2018 Adopted Budget is $335,464,008, which includes interfund transfer expenses; this is the total expense cost for all funds including the Library. This represents an increase of $11,731,024 or 3.6% from the 2017 Amended Budget. As will be noted later in this message, this increase is mainly attributable to capital project spending. The 2018 Proposed Budget showed baseline revenue for the General Fund at $112,411,186, a $6.4 million reduction from the 2017 Amended Budget. This reduction was due to a $5 million reduction in permit revenues and a $1.4 million reduction in sales and income tax revenues. The baseline expenditures for the General Fund were relatively flat at $118,508,982, a $177,209 reduction from the 2017 Amended Budget. This differential created an initial deficit of $6.1 million. The Budget Balancing Worksheet in the proposed budget transmittal letter included approximately $2.4 million in revenue increases and $4.4 million in expenditure reductions to eliminate this deficit. After review and consideration, the City Council chose to accept $2.4 million in revenue increases and $4.2 million in proposed expenditure reductions. The 2018 Adopted revenue for the General Fund is $114,840,754, and adopted expenditures are $114,237,796, yielding a budgeted surplus of $602,957. STATE OF THE CITY Although the prevailing economic climate nationally remains stable, the local economy remains an area of concern for the City of Evanston. With a decline in revenues from income and sales taxes and the volatility of local building permit related revenues, staff has been diligently monitoring expenses and revenues to 7 ensure the City remains fiscally stable while still providing core services in the most responsible ways possible. After two years without a budget, the State of Illinois passed a budget in July 2017 (fiscal year July 1–June 30). As a result of the new budget, the State reduced the distribution of income tax revenues to municipalities through the Local Government Distributive Fund (LGDF) by ten percent (10%). The major component of this Fund is income tax, which is budgeted for 2018 at $7.0 million in the General Fund, reduced from $7.8 million for 2017. The State also imposed a 2 percent (2%) “collection fee” on home rule sales tax revenue as part of their budget, which is approximately $120,000 of the total $6 million budgeted for 2018. The FY 2018 Adopted Budget Balancing Worksheet in this transmittal includes a $421,742 increase in property taxes for the Pension Funds as follows: ● General Fund Police Pension Levy increased $225,504 ● General Fund Firefighters Pension Levy increase $196,238 TOTAL $421,742 This increase is based on the funding levels recommended in the January 1, 2017 Actuarial Study prepared by Foster and Foster Actuarial Inc. The 2017 Study provided two separate funding levels based on the assumed investment rates for the Police and Firefighters pension funds. This increase chooses to keep the same interest rate assumption of 6.5% for the pension funds. Two other property tax increases were adopted as part of the 2018 budget process. A new Solid Waste Fund tax levy was created in the amount of $410,000. This was established with the intent to increase an additional $410,000 for the 2019 budget and $512,500 in the 2020 budget. The levy will be used to fund ongoing Solid Waste operations. The Evanston Public Library has a separate tax levy which is approved by the Library Board and recommended to the City Council for approval each year. For the 2018 budget, the Library Fund tax levy was increased by $341,912. Overall, this increased the combined City and Library tax levy by a total of $1,173,654 or 2.52%. The projected impact of these increases on an individual homeowner is shown in the table below. The combined City and Library tax levy is approximately 19% of the total property tax paid by an Evanston homeowner. Market Value of Assessed Value Equalized Value 2016 Levy 2017 Levy 2016-2017 Property of Property of Property City Tax City Tax Tax Increase $100,000 $10,000 $28,032 $498.13 $510.68 $12.55 $200,000 $20,000 $56,064 $996.26 $1,021.36 $25.11 $400,000 $40,000 $112,128 $1,992.51 $2,042.73 $50.21 $600,000 $60,000 $168,192 $2,988.77 $3,064.09 $75.32 $800,000 $80,000 $224,256 $3,985.03 $4,085.45 $100.42 $1,000,000 $100,000 $280,320 $4,981.29 $5,106.81 $125.53 2016 LEVYPROPERTY VALUE 2017 LEVY PROJECTED 8 FY 2017 SUCCESSES General Fund Status: In July 2017, staff estimated a decrease in revenues resulting in the General Fund ending the year in a deficit. Based on this review, the City Council authorized expense reductions and revenue increases to balance the General Fund. These changes included: • Negotiation of a change in the start date of union employee raises from January 1 to July 1, 2017; • A hiring freeze for the remainder of the year; • A freeze of all non-essential expenses such as furniture and equipment and travel and training; • An increase in the transfer of funds from the Parking Fund; • One furlough day These changes were implanted, and staff expects to end 2017 with a surplus in the General Fund. Bond Rating: The City maintains an Aa2 bond rating from Moody’s and an AA+ bond rating from Fitch. The largest factor in this rating analysis is the City’s growing unfunded pension liability. The City finished 2016 with a slightly increasing General Fund Balance, which was important in maintaining City bond ratings in the face of increasing pension liabilities. The Government Finance Officers’ Association recommends maintaining a fund balance of at least 16%. Public Safety: The Evanston Police Department continues to focus on improving public safety within the community. In October of 2016 the Computer-Aided Dispatch (CAD) was upgraded to better capture officer’s activity during a tour of duty. Through August of 2017, 49,724 events were recorded by the Department. Part I crime data through August of 2017 indicates an overall increase of 10.8% compared to the same time period in 2016. This increase is in the area of property related offenses with violent crime having a significant downward trend with aggravated battery & aggravated assault having a 19.6% reduction compared to the same time period last year. The Department still maintains dedicated resources to individuals illegally carrying firearms and has recovered 40 firearms to date and charged 39 individuals with unlawful use of weapons offenses. In addition, the Department purchased 120 body-worn cameras to improve evidence collection, strengthen officer performance and accountability, increase transparency, provide better documentation of encounters between the police and the public, and assist in the investigation of complaints. Community Services: The Parks, Recreation and Community Service Department had another successful year organizing and recruiting for the Mayor’s 2017 Summer Youth and Young Adult Initiative. The program included nearly 600 summer youth employment opportunities, mental health awareness trainings and workshops, and numerous recreational activities. Partnerships with Northwestern University, YOU, McGaw YMCA, YWCA, Youth Job Center of Evanston, The Chicago School of Professional Psychology and more than 41 private Evanston businesses also enhanced the program. Recreational activities included open microphone nights, 9 expanded open gym hours, volleyball in the park events, youth entertainment at festivals, middle school dances, concert and movie nights, open lounge, roller- skating, and ice-skating. These and other programs facilitated by the Parks, Recreation and Community Services Department in collaboration with the Police Department, Library, and City Manager’s Office, helped to reduce violence and make a safe summer for youth and young adults. Economic Development: The Economic Development Work Plan continued to focus on five areas for City economic development activities: 1) Attraction and retention of retailers; 2) Workforce development partnerships; 3) Support of arts and entertainment-focused businesses and ventures; 4) Entrepreneurship, and; 5) Support of the City’s Quality of Place initiative that defines the City’s attractiveness to residents and businesses. It provided particular emphasis in creating business district vitality to support existing businesses and the infrastructure surrounding the districts. In 2018, Economic Development staff will reinforce its focus on business district revitalization and the retention and expansion of existing businesses. Attraction efforts to fill vacancies will focus on new businesses that provide opportunities for consumers to experience activities such as fitness, cooking classes, and arts. Staff will continue to pursue opportunities to help create jobs, grow the property tax base, and develop the workforce. Notable activities of 2017 include: ● Continued support of the revitalization of Howard Street. Theo Ubique has leased 721-23 Howard Street as its new home for live theater. Continued work to bring live performance theatre to Howard Street is ongoing as Barney Architects finalizes design concepts for the vacant property. Patisserie Coralie has leased 633 Howard Street with plans to open a commercial bakery and a Howard Street cafe, similar to its downtown Evanston location at 600 Davis Street. ● Ongoing support for Sunshine Enterprises, a twelve-week entrepreneurship training program that focuses on working closely with predominately low- income minority entrepreneurs on business principles such as finance, marketing, and accounting and provide marketplace coaches and trainers to help their business grow. ● Pursuit of a downtown performing arts center in Evanston. Work continued to bring an arts center and the Northlight Theatre back to Evanston, with recent announcement by Farpoint Development to build a mix use development, anchored by Northlight Theater on Sherman Avenue. ● Contract to sell city-owned parking lot at 1714-20 Chicago Avenue for a “Class A” office development has potential to add 500 new jobs in downtown Evanston. Demand for office space in Evanston continues to grow. ● Coordination with brokers to fill vacant spaces. Staff efforts have resulted in Target’s announcement to lease 25,000 square feet in the long vacant spaces on Sherman Avenue in downtown Evanston. 10 ● Revitalization of numerous properties through the city’s Storefront Modernization Program, which helps small businesses with the cost of constructing new businesses in Evanston’s older building stock. Beneficiaries of the program include: o A new location for Good to Go at 711 Howard Street o A new branch of Soapies Dry Cleaning and improvements to the shopping center at 2540 Gross Point Road o Improvements to the Red Hot Chili Pepper restaurant at 500 Davis Street o Improvements to the Sharp Edge Crossfit in the long-vacant center at Dempster-Dodge o A renovation of 3006 Central Street ● The launch of the Evanston Entrepreneurship Support Program which provides up to $3,500 in funding for qualifying startup costs. ● Ongoing support of Evanston’s business districts through the Great Merchant Grant Program which helps fund streetscape, banners, advertising, and events. Water Sales: In 2017, Evanston finalized a 40-year water supply agreement with the Villages of Morton Grove and Niles to provide them with wholesale water. The water delivery begins in late 2018, and will generate an estimated $750,000 per year in additional revenue for the City of Evanston. The agreement includes two additional 10-year extension provisions at the discretion of Morton Grove and Niles. Unfortunately, Evanston and Skokie are unable to mutually agree on a reasonable rate to pay Evanston for water. Evanston has sought a judicial determination that the equitable and reasonable rate chargeable to Skokie is $2.06 per 1,000 gallons of water supplied. Human Services Fund: This fund was created to protect Evanston's most vulnerable residents and to provide individuals and families with access to services that promote self-sufficiency. This includes additional support to avert crippling life crisis situations. Crisis intervention needs are currently being addressed through an agreement with Presence Behavioral Health to offer clinical 24-hour crisis services. The Community Action Program supports community initiatives to provide needed opportunities at-risk families, veterans, and vulnerable populations. This fund is a unique approach to meeting human needs through a focus on prevention, remediation of problems, and maintaining a commitment to improving the overall quality of life for served populations. The Human Services staff focuses on: ● Managing business operations effectively and efficiently by aligning resources across the Department. ● Promoting accountability, transparency, and quality in all services and programs administered. 11 General Assistance Fund: The General Assistance Program assists (up to $875.00 monthly) persons ineligible for any other State or Federal financial assistance programs and who do not have income or resources to provide for their basic needs. The General Assistance Program also includes the Emergency Assistance Services program which supports residents in avoiding loss of housing and financial crisis. Assistance for essentials are provided to Evanston residents who have applied for, but are not yet receiving, benefits from other agencies such as DHS, Social Security, the Illinois Unemployment Administration Service or for those who have exhausted their income due to unforeseen circumstances. The program provides wrap-around services with community partners to address basic needs for residents who have experienced unforeseen, emergency life-threatening situations. Available assistance includes mortgage, rental assistance, and limited utility assistance. Livable Cities: The City of Evanston continues to use the STAR Community Rating System as a framework along with the seven guiding principles for a livable community. ● Built environment: provide people-friendly streets, buildings, parks, and neighborhoods. ● Climate and Energy: reduce environmental impact. ● Economy and Jobs: support quality jobs and shared prosperity. ● Equity and Empowerment: protect inclusive access for all community members. ● Health and Safety: support strong and safe communities. ● Natural Systems: protect and restore resources. ● Innovation and Process: Promote best practices and innovation. In 2017, Evanston is recertifying for the STAR Community Rating System. Cultural Arts: The Cultural Arts division of the City Manager’s Office seeks to facilitate performing and fine arts throughout the community by connecting artists to funding, networking, communication, venues to work, rehearse, exhibit and perform, and more. 2017 was truly the year of public art, as seven (7) murals, four (4) sculptures, multiple exhibitions, and countless temporary art displays were installed throughout the City of Evanston. The City was gifted two sculptures and two large acrylic paintings. Additionally, the interactive online public art map was updated and improved. In 2018, the City will continue to leverage cultural arts in economic and community development. In addition, the City will turn its focus to the performing arts, working collaboratively with local arts organizations to bring vibrancy to neighborhoods and to cross-promote and collectively perform, with an emphasis on pop-up presentations. Robert Crown Community Center Project Built in 1974 with a generous and visionary donation from the Crown family, the Robert Crown Center has long served as an important social and recreational hub for the City of Evanston. The Center offers a valuable venue for hockey, figure skating, soccer, football, lacrosse, dancing, summer camps, pre-school and many other 12 community programs. Now this vital shared resource is showing severe wear with a number of civil, structural, architectural and mechanical issues. It no longer adequately meets the growing needs of the surrounding community. To continue to provide innovative programs and services in a safe, modern environment, the facilities must be re-envisioned. The new Robert Crown Community Center will be partially funded through private fundraising led by the Friends of the Robert Crown Center (FRCC), a 501(c)(3) organization. Fundraising revenues will be given from FRCC as a donation to the City for the construction of the new facility. The City expects to receive in 2018 all funds collected in 2016, 2017, and 2018. The project also will be financed by general obligation bond proceeds. Construction is expected to begin in summer 2018 and continue through 2020. Prior to 2017, Crown project revenues and expenses were accounted for in the Capital Improvement Fund. These were moved to the newly created Crown Construction Fund through a 2017 budget amendment. This new fund is included in the 2018 Adopted Budget. FUTURE CHALLENGES Capital Investment: Many residents have previously expressed concern that efforts to balance the City’s budget may impact the quality of life through reductions in City services. In 2018, the City will continue to take on the short-term challenge of balancing our operating budget while tackling the long-term task of updating and replacing City facilities, parks, and utility systems. Evanston is a wonderful place, in part, because of the great facilities, parks and transportation systems that bring the community together. The City’s Capital Improvements Plan (CIP) continues to emphasize infrastructure maintenance and facilities improvements. The five-year Capital Plan identifies $307 million in capital projects. The 2018 Adopted Capital Improvements Plan is $84.9 million which is distributed over various City funds. This is broken down by type of project in the chart below. Public Safety: With increasing pension costs for both Police and Firefighter Pensions, the City of Evanston strives to provide quality services to residents while increasing the funding contribution to the Police and Fire Pension Funds. The 2018 Proposed Budget includes a modest increase of $421,742 assuming no changes in the actuarial assumptions used in our annual funding analysis. While the City SUMMARY Total Street Resurfacing, Water Main, Sewer Projects 29,273,330$ Other Transportation 4,874,000$ Parks 5,565,307$ Facilities 18,444,978$ Miscellaneous 2,032,398$ Water Treatment, Storage and Billing 14,640,000$ Library 10,095,000$ TOTAL 2018 CITY PROJECTS 84,925,013$ 13 continues to responsibly fund this expense, we will also continue to lobby for pension reform that will reduce this burden on the City’s taxpayer. 2018 CITY COUNCIL GOALS During 2017, the City Council reaffirmed their commitment to a consolidated list of goals that provide direction for staff. The 2018 Adopted Budget includes many programs and initiatives to further the adopted goals of the City Council. The adopted 2018 City Council Goals are as follows: ● Invest in City Infrastructure and Facilities ● Enhance Community Development and Job Creation Citywide ● Expand Affordable Housing Options ● Further Police/Community Relations Initiatives ● Ensure Equity in All City Operations ● Stabilize Long-term City Finances FISCAL YEAR 2018 BUDGET OVERVIEW The General Fund encompasses the majority of all daily operations as budgeted, excluding Parking, Water, Solid Waste, and Sewer services. The FY 2018 General Fund budget baseline was projected to have a deficit of $6.1 million. To balance the budget, difficult but necessary decisions were adopted to adjust revenues and expenditures City-wide, including staffing reductions, operational efficiencies, and services adjustments. Thanks to these changes, the 2018 Adopted Budget includes a budgeted surplus of $602,958 in the General Fund. A complete summary of revenues, expenditures, and balances for the General Fund is provided below. This chart shows the changes that were made from the Baseline Budget (deficit of $6.1 million) to the Proposed Budget (surplus of $662,859) to the Adopted Budget (surplus of $602,958). Detailed information about the changes made to balance the General Fund budget is included following the summary chart. 14 2018 General Fund Summary Reorganizations: Four departments were reorganized to realize efficiencies in costs and service delivery.  Administrative Services Department: The Fleet Services Division merged with the Facilities Management Division to create a Fleet and Facilities Division. With the retirement of the current Fleet Manager, the Facilities Division Manager has assumed management of both operations.  City Manager’s Office: The Economic Development Division moved from the City Manager’s Office to the Community Development Department.  Police Department: The Social Services Bureau responsibilities moved to Health and Human Services Department.  Public Works Agency: The Environmental Services Bureau and Infrastructure Maintenance Bureau were merged to create the Public Services Bureau. Operating General Fund Revenue FY 2016 Actual FY 2017 Amended FY 2018 Baseline Budget FY 2018 Proposed Budget FY 2018 Adopted Budget 2017 to 2018 Change PROPERTY TAXES 27,302,687 28,639,628 28,639,628 29,061,370 28,849,196 0.73% OTHER TAXES 44,156,868 49,402,274 48,462,274 48,502,274 49,742,274 0.69% OTHER REVENUE 1,338,382 2,138,046 1,524,217 1,524,217 1,274,217 -40.40% LICENSES, PERMITS AND FEES 17,934,463 17,259,650 12,353,150 14,003,150 12,396,150 -28.18% CHARGES FOR SERVICES 8,777,295 8,933,395 9,307,800 9,307,800 10,104,800 13.11% INTERFUND TRANSFERS 8,099,626 7,455,774 7,518,417 7,513,417 7,748,417 3.93% FINES AND FORFEITURES 3,611,901 3,810,000 3,797,500 3,797,500 3,897,500 2.30% INTERGOVERNMENTAL REVENUE 1,238,785 1,089,965 758,100 1,033,100 778,100 -28.61% INTEREST INCOME 30,285 50,100 50,100 50,100 50,100 0.00% Total General Fund Revenue $ 112,490,292 118,778,832 112,411,186 114,792,928 114,840,754 -3.32% Operating General Fund Expenses FY 2016 Actual FY 2017 Amended FY 2018 Baseline Budget FY 2018 Proposed Budget FY 2018 Adopted Budget 2017 to 2018 Change 13 CITY COUNCIL 433,601 498,189 514,206 427,187 492,806 -1.08% 14 CITY CLERK 294,665 275,488 191,996 113,885 191,784 -30.38% 15 CITY MANAGER'S OFFICE 7,471,734 9,878,454 8,215,895 7,956,392 7,540,597 -23.67% 17 LAW 1,052,130 854,050 821,407 748,316 736,346 -13.78% 19 ADMINISTRATIVE SERVICES 9,164,947 9,700,879 9,619,843 8,720,160 9,075,298 -6.45% 21 COMMUNITY DEVELOPMENT 2,510,408 2,804,668 2,998,712 2,585,746 3,614,774 28.88% 22 POLICE 37,817,627 38,223,842 39,286,131 38,547,802 38,391,099 0.44% 23 FIRE MGMT & SUPPORT 23,235,714 24,294,001 24,413,039 24,057,186 23,934,390 -1.48% 24 HEALTH 3,097,351 3,582,312 3,568,657 3,626,987 3,697,529 3.22% 30 PARKS, REC. AND COMMUNITY SERV.11,997,476 12,361,460 12,403,556 12,033,893 11,955,813 -3.28% 40 PUBLIC WORKS AGENCY 14,488,137 16,212,848 16,475,539 15,312,514 14,607,360 -9.90% Total General Fund Expense $ 111,563,790 118,686,191 118,508,981 114,130,069 114,237,796 -3.75% NET SURPLUS 926,503$ 92,641$ (6,097,795)$ 662,859$ 602,958$ BEGINNING FUND BALANCE $ 13,666,851 $ 14,593,354 $ 14,394,985 $ 14,394,985 $ 14,394,985 ENDING FUND BALANCE $ 14,593,354 $ 14,685,995 $ 8,297,190 $ 15,057,844 $ 14,997,943 RESERVE BALANCE PERCENTAGE 13.1%12.4%7.0%13.2%13.1% 15 Staffing/Compensation: The FY2018 Adopted Budget includes modest compensation increases in the form of a General Wage Increase of three-percent (3%) for employees. This has been affirmed in contracts with the Evanston chapters of the American Federation of State, County and Municipal Employees (AFSCME) and the local chapter of the Fraternal Order of Police (FOP) Officers. The City is still in contract negotiations with the International Association of Firefighters (IAFF) and FOP Sergeants. The 2018 Proposed Budget includes significant reductions in the PPO Health Insurance plan for all staff at an estimated savings of $315,000 in the General Fund. Balanced Budget: The FY 2018 General Fund Adopted Budget is presented as a balanced budget with a surplus of $602,958. To accomplish this, the FY 2018 Adopted Budget contains a series of staffing adjustments, revenue increases, and expenditure decreases in all departments. The first table below provides a listing of staff reductions, additions, and vacant positions that will not be funded. The second table is the Budget Balancing Worksheet, which shows the full detail of all changes implemented in order to balance the General Fund budget for FY 2018. 16 Summary of Reductions, Additions, and Vacancies POSITION DEPARTMENT FUND FTE REDUCTIONS: Senior Accountant (Vacant)City Manager's Office General 1 Customer Service Representative (Vacant)City Manager's Office General 1 Sustainability Specialist (Vacant)City Manager's Office Water and Sewer 1 Economic Development Specialist (Vacant)City Manager's Office General 1 Human Resource Specialist Training Admin. Services General 1 Parking Repair Worker Admin. Services Parking 1 Junior Mechanic (Vacant)Admin. Services Fleet 1 Equipment Mechanic III Admin. Services Fleet 1 Fleet Manager (Vacant) Admin. Services Fleet 0.4 Electrical Inspector / Plan Review (Vacant)Community Development General 1 Customer Service Representative Community Development General 1 Social Services Manager (Vacant)Police General 1 Victim Advocates Police General 3 Records Input Operator Police General 1 Youth Advocate Police General 0.5 Training Coordinator (Vacant)Police General 1 Service Desk Officer/311 (Vacant)Police General 0.5 Secretary II Health General 1 Medical Director Health General 0.1 Festival Coordinator PRCS General 1 Administrative Supervisor PRCS General 1 Recreation Center Manager (Chandler Center)PRCS General 1 Special Projects Assistant PWA General 1 Parks/Forestry Worker II (Forestry) PWA General 1 Infrastructure Maintenance Bureau Chief PWA General 1 Environmental Services Bureau Chief PWA General 1 Equipment Operator II - Streets PWA General 1 TOTAL REDUCTIONS 26.5 ADDITIONS: Videos Records Clerk (Body Cameras)Police General 1 Public Services Bureau Chief PWA General 1 Human Services Coordinator Health General 1 Human Services Specialists Health General 2 TOTAL ADDITIONS 5 TOTAL NET REDUCTIONS 21.5 VACANCIES HELD: Police Commander Police General 1 Police Officer Police General 2 Firefighter/Paramedic Fire General 4 TOTAL VACANCIES 7.0 17 Adopted Revenue Adjustments Revenue Changes 100,000 AirBnB tax 90,000 Collections Standardization - Home Rule Taxes (One time) 100,000 PRCS - 3% Boat Storage Fee, 2% Increase Rec Fees at All Facilities 80,000 Library Interfund to General Fund 20,000 Community Development Fee Rate Increase 50,000 550,000 450,000 Parking - Parking Meters - Expired Meter Fine Increase - from $10-$20 250,000 Parking - Street Cleaning Ticket ($35 - $40) 100,000 Parking - Increase Surface Lot Permit Rates (new fee $60 per month) 160,000 Property Tax Increase for Police/Fire Pension - No change in investment rate of 6.5% 421,742 Health & Human Services Department Inspection Fee Increase 10,000 Washington National Transfer Increase - TIF Closes in 2018 150,000 Reduce Revenue from Assigned Fund Balances for Compensated Absences (250,000) Increase in Transfer from Water Fund - Administrative Costs 50,000 Increase in Transfer from Water Fund - Increase in ROI for Water Sales 50,000 Property Tax Levy Adjustment-- Extended reduced to levy amount (included in Baseline Budget) (212,174) Gas Tax Increase (1 cent)200,000 Good Neighbor Fund Transfer (20,000) Athletic Tax Increase 80,000 TOTAL REVENUE CHANGES FOR 2018 BUDGET $ 2,429,568 Adopted Expense Adjustments Recurring Expense Changes Council Baseline 4% Cut Amount (19,928) Clerk Baseline 4% Cut Amount (7,307) Discretionary $8,000 added during Dec 11 Council discussion 8,000 CMO (792,612) Economic Development Reduction (400,000) Seasonal Employee (Economic Development)(15,000) Add Budget for Police Management Audit 50,000 Duncan/Passport Annual Fee Savings (75,000) Move 50% Workforce Compliance Coordinator to Water and Sewer Funds (49,800) Move 50% Sustainability Coordinator to Water and Solid Waste funds (60,000) 1 FTE - Senior Accountant (Vacant, Eliminate)(89,490) 1 FTE - Customer Service Rep. (Vacant, Eliminate)(74,042) 1 FTE Sustainability Specialist (billed in Water and Sewer Funds) (Vacant, Eliminate)- 1 FTE - Econ Dev Specialist (Vacant, Eliminate)(79,280) Law (6,000) Legal Services - General (14,000) Court Cost/Litigation (12,000) Hourly Billing Software 20,000 Admin. Services (824,692) Unemployment Compensation and Admin. Fee - Reduce from budget of $205,000 (63,000) Move Parking Coordinator to Parking Fund (93,858) Move PEO License Plate Reader Costs to Parking Fund (135,734) 1 FTE - HR Specialist Training (Eliminate)(130,000) New Crossing Guard for Oakton School 7,900 Reduce Transfer to Fleet Services (Fuel Cost Savings)(150,000) Reduced Transfers (1 FTE Parking Repair Worker, 1 FTE Jr Mechanic (Vacant), 1 FTE Equipment Mechanic III .4 FTE Fleet Manager (Vacant) (Eliminate)(260,000) Parking - Increase parking deck fees with increase to General Fund/$95 to $110 (include Sherman Plaza rooftop) Parking - Meter hour standardization (All 9AM-6PM meters switch to 8AM-9PM) and uniformity in meter rate ($1/hr) General Fund Reductions by Department FY 2018 BALANCING BUDGET WORKSHEET GENERAL FUND ADOPTED BUDGET Ground Transportation Tax on Rideshare Services (20 cents per ride on Uber and Lyft) 18 CD (345,875) 1 FTE Elec. Inspector / Plan Review (Vacant, Eliminate)(102,193) 1 FTE - Customer Service Representative (Eliminate)(72,000) Move Transportation & Mobility Coordinator to Parking Fund (91,000) Community Grants Program (Mental Health Board) Funding - FY17 $767,055 to FY18 $736,193 (30,682) Move 25% of Director to Affordable Housing Fund (50,000) Police (671,238) Transfer Social Services Bureau (Reorganize to Health and Human Services Department) Transfer 0.8 FTE Youth Advocate (Reorganize to Parks Department) 1 FTE Social Services Manager (Vacant) 3 FTE Victim Advocate; 0.5 FTE Youth Advocate (Eliminate) (680,000) 1 FTE - Records Operator Position (Eliminate)(83,426) Add 1 FTE - Videos Records Clerk (Body Cameras)83,426 1 FTE - Training Coordinator (Vacant, Eliminate)(74,742) 1 FTE Police Commander - (Hold vacancy, not funded)(165,000) 2 FTE Police Officers - (Hold vacancies, not funded)(255,000) 0.5 FTE - Service Desk Officer I 311 (Vacant, Eliminate)(22,000) 2017 Police Actuarial Study Increase - Pension Cost Increase 225,504 Overtime - Based on 5 year historical average; Increase required 300,000 Fire (288,762) 4 FTE Fire Suppression - Hold vacancies (540,000) OT Increase 150,000 Natural Gas (20,000) Clothing (20,000) Training (20,000) Furniture and fixtures (35,000) 2017 Fire Actuarial Study Increase - Pension Cost Increase 196,238 Health 155,421 Move 25% of Director to General Assistance (55,079) Add 2 PT & 2 Full-Time Human Services Specialists (From Police Social Services Bureau)310,000 1 FTE - Secretary II (Eliminate)(80,000) .10 FTE - Medical Director (Eliminate)(19,500) PRCS (265,637) Seasonal Employee (14,148) Transfer 0.8 Youth Advocate from Police Youth Services Bureau 92,000 1 FTE - Festival Coordinator (Eliminate)(70,000) 1 FTE - Administrative Supervisor (Eliminate)(105,800) 1 FTE - Recreation Center Manager (Chandler Center) (Eliminate)(142,889) Move 50% Workforce Compliance Coordinator to Water and Sewer Funds (49,800) Increase class outreach efforts 25,000 PWA (1,970,934) Move Seasonal Employees to Solid Waste (21,000) Reclassification - Environmental Services Coordinator 25,000 Dutch Elm Disease Inoculation (500,000) Reduce Seasonal Employees (14,000) Reduce Police OT for Snow Event (75,000) Reduce PW crew OT for snow event (68,500) Reduce Salt (53,100) Move PW Crew Leader Salary to Solid Waste Fund (97,074) Engineering Salary Redistribution Move 4.5 FTE to Capital Fund, Eliminate $500,00 transfer from Capital to General Fund (85,527) Move 0.75 FTE to Sewer Fund (Currently 1; proposed increase to 1.75 FTE)(51,760) Move 1 FTE to Parking Fund (144,683) Move 0.5 FTE to Special Assessment Fund (71,790) 1 FTE Special Projects Assistant (Eliminate)(88,000) 1 FTE Parks/Forestry Worker II Forestry (Vacant, Eliminate)(75,000) 2 FTE Bureau Chiefs (Eliminate)(340,000) Add 1 FTE - Public Services Bureau Chief, Move Expenses to Other Funds 170,000 Move 25% of New Public Services Bureau Chief to Solid Waste Fund (42,500) 1 FTE Equipment Operator II - Streets (Vacant, Eliminate)(88,000) Decrease Solid Waste Fund Transfer Over Three Years - Year 1 decrease (350,000) TOTAL RECURRING EXPENSE CHANGES $ (5,029,564) 19 One-time expense changes General Fund transfer to Insurance Fund for Solid Waste Fund Claims Settlement (2018, 2019, 2020) 400,000 Credit Card Merchant Procurement Change Savings - City-wide (50,000) Reduction in Health Insurance Cost for Part-time Employees (100,000) 3 Furlough Days (360,000) Budget All Salaries at 99.5% (278,000) Increase Transfer to Insurance Fund 700,000 Increase Transfer to Debt Service Fund - 2017 Required Abatement to have no tax levy increase 446,379 TOTAL ONE-TIME EXPENSE CHANGES $ 758,379 TOTAL EXPENSE CHANGES FOR 2018 BUDGET (4,271,185)$ TOTAL PROPOSED REVENUES (General Fund - Baseline)112,411,186.00$ TOTAL PROPOSED EXPENDITURES (General Fund - Baseline)118,508,981.37$ TOTAL PROPOSED SURPLUS/Deficit (General Fund - Baseline)(6,097,795.37)$ Above-the-line BBWS PROPOSED REVENUE ADJUSTMENTS (detailed above)2,429,568.00$ Above-the-line BBWS PROPOSED EXPENSE ADJUSTMENTS (detailed above)(4,271,185.00)$ TOTAL REVISED PROPOSED REVENUES (General Fund)114,840,754.00$ TOTAL REVISED PROPOSED EXPENSES (General Fund)114,237,796.37$ PROPOSED 2018 BUDGET SURPLUS (DEFICIT)602,957.63$ 20 GENERAL FUND REVENUES The City of Evanston economy remains stable and overall revenues are projected to decrease for the 2018 Proposed Budget. The table below shows a listing of taxes/revenues that are projected to change and some of the reasons for these changes. Revenue Type FY2017 Amended FY2018 Adopted $ Change % Change Comment 51515 - STATE USE TAX 1,750,000 1,775,000 25,000 1.4%Per the IL Municipal League, 2017 forecasts $25.30 per capita for 2018 (up 7% from FY2017) 51525 - SALES TAX - BASIC 10,942,386 10,542,386 (400,000) -3.7% Pace of historical growth slowing down. Revised budget to allign with IL economic outlook. State forecast predicts growth of only 1.9% reflecting conditions that may lead to a continued cautious consumer. 2017 Actual was $9.96M 51530 - SALES TAX - HOME RULE 6,613,588 6,413,588 (200,000) -3.0% Reduction due to 2% administrative fee being administrated for the collection of this tax by the State of Illinois Department of Revenue. 51540 - ATHLETIC CONTEST TAX 1,000,000 1,000,000 - 0.0%Estimate is based off historical trends 51545 - STATE INCOME TAX 7,800,000 7,000,000 (800,000) -10.3% In the State’s recently passed 2018 budget includes a provision reducing the amount of Income Tax revenue to be deposited into the LGDF for distribution to municipalities by 10%. The City anticipates this reduction to impact the entire City fiscal year. 51565 - ELECTRIC UTILITY TAX 3,000,000 3,000,000 - 0.0%Estimate is based off historical trends - Variable weather (extreme highs / lows) can alter this estimate 51570 - NATURAL GAS UTILITY TAX (Includes Home Rule)2,200,000 2,200,000 - 0.0%Estimate is based off historical trends - Variable weather (extreme highs / lows) can alter this estimate 51585 - CIGARETTE TAX 200,000 200,000 - 0.0%Estimate is based off historical trends 51590 - EVANSTON MOTOR FUEL TAX 750,000 800,000 50,000 6.7%Estimate is based off historical trends - Prolonged lower gas prices increase this revenue 51595 - LIQUOR TAX 3,100,000 3,110,000 10,000 0.3%Liquor tax stable with full year of Whole Foods and Valli Produce sales 51600 - PARKING TAX 3,170,000 2,900,000 (270,000) -8.5%Budget reduced due to historical trends 51620 - REAL ESTATE TRANSFER TAX 3,100,000 3,300,000 200,000 6.5%Continued positive real estate market contributing to $200K increase 51625 - TELECOMMUNICATIONS TAX 1,900,000 2,100,000 200,000 10.5%Budget slightly increased as prior years decline is leveling off 52010 - VEHICLE LICENSES 2,850,000 2,850,000 - 0.0% Staff is projecting no change, however compliance activities through the addition of one additional LPR camera enforcement car is anticipated which will increase parking ticket revenue Grand Total 48,375,974$ 47,190,974$ (1,185,000)$ -2.4% 21 OTHER FUNDS: Parking Fund: The City's parking and transportation services have grown in scale and complexity as infrastructure ages and new services enter the marketplace. To meet these challenges, we are preparing for the creation of a Parking and Transportation Enterprise Fund for FY 2019. This fund will accurately account for all parking and transportation related revenue and expenses for the City. Part of the process for the creation of this fund will be a Citywide evaluation of all parking assets, fees, and charges with recommendations for changes to existing fees and services to support long-term maintenance and infrastructure needs. Additionally, transportation related personnel expenses will be moved into this fund. The fund will operate in the same manner as the City's other enterprise funds such as water and sewer to give an accurate picture of the total cost of ownership and operation of the City's parking and transportation assets. As noted in the Budget Balancing Worksheet in this transmittal, the City is proposing several parking related revenue changes, however these revenues will remain in the General Fund for 2018. Water Fund: This Proposed Budget includes a 7% increase to the Evanston Water rate. This increase will be completely off-set by a 4% decrease in the sewer rate. The City’s water treatment plant has several large concrete tanks that store water after it has been treated (called clearwells). The largest of these, a five million gallon clearwell built in 1934, is in need of replacement. Engineering evaluations completed in 2012-2013 concluded that the roof of the clearwell would not last more than another five years. A long-term planning study completed in 2014 evaluated options for the 1934 clearwell. Based on this review, the 2018 Capital Improvements Plan included $12.2 million ($3 million was budgeted in 2017) for the replacement of the clearwell. Evanston has a high probability of receiving a State Revolving Fund loan for this project at 2.5% or lower interest rate and the 2017 A bonds were just issued at a 3.06% effective interest rate. Furthermore, increases to the Northwest Water Commission’s wholesale water rate resulting from this project would generate enough revenue to offset about 90% of the 20-year loan repayment cost. Evanston completed negotiations with the Villages of Morton Grove and Niles to provide water through a newly constructed pipeline to the Evanston border (paid for by Morton Grove and Niles). This project will be completed in late 2018 and only modest start up water provision will begin in November. Sewer Fund: This Proposed Budget includes a 4% decrease to the Evanston sewer rate. This decrease will be completely off-set by a 7% increase in the water rate. The City budget includes information on many other funds, which account for all other activities accomplished each year. Each fund is summarized in the Executive Summary after this transmittal letter. 22 CONCLUSION As the City moves forward with implementation of the FY 2018 budget, an equity lens will be applied. This process is in keeping with the Sustainability Tools for Assessing and Rating (STAR) Community ratings and management system that evaluates City operations beyond traditional departmental and fund budgeting systems. This equity review process is also explained more fully in the memo from the City’s Equity and Empowerment Coordinator immediately following this transmittal letter. In closing, I would like to thank Assistant City Manager/Chief Financial Officer Martin Lyons for his leadership of the Budget Team and his efforts to produce a responsible budget which strives to address City needs within the scope of our available resources. I would also like to thank the members of the Budget Team, including Budget and Finance Manager Ashley King, Assistant to the City Manager Kimberly Richardson, Revenue Manager Alex Thorpe, Senior Management Analyst Kate Lewis-Lakin, Deputy City Manager/Administrative Services Director Erika Storlie, and Management Analyst Wolf Peddinghaus, for their research, analysis, and diligent efforts in the development of the annual budget. I would also like to thank the Department Directors and their respective staff for their assistance in helping to find solutions to this year’s budgetary challenges. Sincerely, Wally Bobkiewicz City Manager 23 To: Wally Bobkiewicz, City Manager From: Dr. Patricia Efiom, Equity and Empowerment Coordinator Subject: Equity and Empowerment Assessment for the FY18 Proposed Budget Date: October 6, 2017 The City of Evanston is committed to becoming the most livable city in America. The Office of Equity and Empowerment contributes to this goal by ensuring that an equity lens (perspective) is used to eliminate barriers for all people regardless of race/ethnicity, sex, physical or mental disability, sexual orientation, gender identity, age, immigrant status, veteran status, language, and/or socio-economic status. Equity is achievable when all residents have access to the opportunities and resources necessary to satisfy their essential needs, advance their well-being and achieve their full potential, and where all barriers and biases – institutional and individual– that limit access to those opportunities and eliminated resources. The 2018 budget has an initial deficit of $6.4 million and the Budget Balancing Worksheet address how to balance the budget for the upcoming year. This Budget Equity Assessment Report is an overview of the Budget Balancing Worksheet, and how the budget balancing recommendations benefit and/or burden communities, especially people of color, the elderly and people with disabilities, as noted in the City of Evanston Equity and Empowerment Plan. In reviewing the Budget Balancing Worksheet, equity and social impacts of the budget decision to reduce disparities and promote service level across all populations of Evanston. Proposed New/Increased Revenues Parking - Street Cleaning Ticket ($35 - $40) : The increase in street cleaning fees will negatively impact the residents living in southeast Evanston. This is due to the high density of multi-family units and limited on street parking. Memorandum 24 Ground Transportation Tax on Rideshare Services: This proposed new tax is not out of line with what is implemented in other municipalities. There is not much data currently available on ridership however anecdotal information suggests that the disability community is increasing using rideshare services. Those without personal cars also are frequent users. Cities that have implemented this tax also uses a portion of the revenue to assist low income riders. The concern is that this tax will increase overtime and become a cost burden on low-income residents, the elderly, and the disability community. Proposed Expenditures City Manager’s Office The proposed budget cuts will not unfairly impact programs or services to any particular community or protected classes Legal Department The proposed budget cuts will not unfairly impact programs or services to any particular community or protected classes Administrative Services Department The proposed budget cuts will not unfairly impact programs or services to any particular community or protected classes Community Development Department The proposed budget cuts will not unfairly impact programs or services to any particular community or protected classes Police Department The proposed transfer of Social Service Bureau to Health and Human Services will result in a significant reduction of services offered to victims of crime. This cut will have the greatest impact on African Americans since that population makes up more than fifty (50) percent of those served. This budget reduction will mean a greater need for police officers to receive training in crisis intervention and death notifications. This combined with body camera training and mandatory state police training, raises a concern about the elimination of the Training Coordinator position. Fire Department 25 The proposed budget cuts do not include reductions in staff and will have no impact on service to residents. Health and Human Department Due to extended medical leave by staff the Health Department, a major direct service provider to the City’s most vulnerable residents, has been understaffed for a significant part of 2017 and this will likely continue into 2018. This combined with the additional work necessary to integrate the Evanston Police Department Social Services Bureau into the department will impact the department’s ability to maintain the level and quality of service to residents. While staff medical leave is not a budget issue, the concern is that any changes in staffing during medical leave would put service to residents at significant risk. The proposed reduction in staff will disproportionately impact people of color, low income residents, neighborhoods with large concentrations of low income residents and department staff. Parks, Recreation and Community Services Department The proposed budget recommends the elimination of the position of Administrative Supervisor who has responsibility for payroll, human resources, budget and finance. Because this position requires a special skill set to handle payroll processing and human resources those responsibilities cannot be folded into the another position. As a direct service provider to all sectors of the Evanston Community, the potential of this decision to negatively impact such programs as the Mayor’s Summer Youth Employment Program and seasonal employment must be taken into consideration Public Works Agency The proposed elimination of the Forestry Worker II and the Equipment Operator II will result in a decrease in the frequency of grass mowing, weeding, litter pick up and planting in our parks, greenways and athletic fields as well as a reduction in asphalt and pothole patching. Crews of three are dispatched on service calls, a team of two may not be able to meet the service request and if one of the two team members is off for vacation or sick leave, that crew would not function at all. These staff reductions will have direct impact on service to residents. General Observations Training cut from the Evanston Police Department and Administrative Services. While the Compliance Officer will handle training at EPD, there is not a clear plan to cover 26 training citywide. In addition, the Office of Equity & Empowerment expects to do extensive training for all staff and Board & Commission members The proposed budget would eliminate seventeen (17) filled staff positions. The demographic makeup of the staff is as follows: ● Six (6) - African Americans ● Nine (9) - Caucasian ● Two (2) - Hispanic ● Eleven (11) - Females ● Six (6) - Males ● Twelve (12) - over the age of 40 27 City of Evanston FY 2018 Adopted Budget Executive Summary I. Introduction The City of Evanston covers a stretch of four miles along Lake Michigan’s picturesque western shoreline. The City’s eight square miles includes residential neighborhoods encircling thoughtfully-planned business districts and recreational facilities. Ongoing development of both residential and commercial properties has brought the City of Evanston a cosmopolitan flavor while retaining a close-knit suburban atmosphere. Evanston boasts a diverse populace in terms of religious, racial, educational, and economic composition. Interspersed throughout the community are over 260 acres of parks. This includes over thirty tennis courts, five public swimming beaches, athletic fields, bicycling and jogging trails, and an indoor ice-skating facility. The City of Evanston operates under the Council-Manager form of government. The non-partisan legislative component is comprised of ten elected officials consisting of a Mayor and nine Ward Aldermen. Through the Council-Manager form of government, elected officials create policy and direct the City Manager to implement the plan. This places the responsibility for day-to-day provision of services on a professional manager and staff. II. Budget Summary The total operating budget for FY 2018 is $335,464,008 for all budgeted funds, including inter-fund transfers. This represents an increase of $11.7 million or 3.6% compared to the amended FY 2017 Budget ($323,732,984). 2018 is the first year showing the Crown Construction Fund which will track all expenses related to the construction of the Robert Crown Community Center and Library. III. Fiscal Considerations The City experienced revenue shortfalls in the General fund due to the passage of the State of Illinois 2017-18 budget ($1.1 million in reduced revenues) and due to reduced building permit related revenue ($5.0 million). This shortfall produced a 2018 Baseline Budget deficit of approximately $6.0 million. As a result, the focus of the FY 2018 budget includes the evaluation of all General Fund Department Budgets and involves reductions in all department budgets including Public Safety to present a balanced budget for 2018. As noted in the Budget Balancing Worksheet in the transmittal letter of this document the Adopted Budget includes $2.4 million in revenue increases and $4.2 million in expense decreases to eliminate this deficit. Service reductions are planned to be minimal in order to focus on the execution of the City’s goals to address families at risk, long-term debt, violence prevention, and facilities and infrastructure improvement. 28 The 2017 tax levy, receivable in 2018, includes a net zero change to the General Fund and IMRF Pension levies, a new Solid Waste Fund levy, increases to the Police and Fire Pension Fund levies, and an increase to the Library Fund levy. The following chart shows the adopted 2017 tax levy as compared to previous years. 29 IV. General Fund Expenditures The FY 2018 Adopted Budget includes a 3.7% reduction in expenditures from the 2017 Amended Budget. These reductions are detailed in the Transmittal letter. Personnel expenses have been increased to reflect union contract negotiations and changes to health insurance costs. Revenues The General Fund depends upon a variety of revenue sources to fund its services. Many of these revenues are subject to fluctuations based on the economy, although demands and costs for government services typically either remain constant or increase. The summary of revenues below is a budget to budget comparison. The transmittal letter of this document includes a budget to actual comparison. 1. Property Tax: The General Fund portion of the levy is expected to increase $421,742, as shown in the Transmittal Letter, to be contributed to the Police and Fire Pension Funds. 2. State Sales Tax: General Fund revenue from the State of Illinois sales tax is expected to be $10,542,386, which represents an approximate 3.7% decrease in comparison to the FY 2017 budget. This revenue is a slight decrease due to the projections provided by the State of Illinois budget office. 3. Home Rule Sales Tax: For FY 2018, this General Fund revenue is budgeted at $6,413,588, which is a 3.0% decrease in comparison to the FY 2017 budget. This tax is not assessed on food, prescription medication, or registered/titled property purchases (i.e., vehicles) so it is often less than the local share of the retailers’ occupation tax (i.e sales tax above). This revenue decrease is associated with a 2% administration surcharge placed on City sales taxes and a slight decrease in overall expected revenues. 4. State Income Tax: Based upon projections from the Illinois Municipal League, revenue budgeted for FY 2018 is $7,000,000, representing a 10% decrease from the FY 2017 budget due to the passage of the State of Illinois Budget . This revenue is collected by the State of Illinois and the amount distributed to Illinois municipalities is dependent upon population size. 5. Utility Taxes: Revenues from utility taxes are comprised of electric, natural gas distribution and consumption, and telecommunications taxes. For FY 2018, these taxes are budgeted at $7.3 million, which represents a 2.8% increase compared to FY 30 2017 budget. The increase is in the telecommunications tax ($200,000 higher than 2017 Budget). Electric and natural gas taxes are weather sensitive and can fluctuate based on high / low weather patterns. 6. Real Estate Transfer Tax: Real estate transfer tax revenue is slightly increased to $3,300,000 in FY 2018, which is $200,000 over the 2017 budget. 7. Vehicle Licenses: This revenue source is considered to be relatively insulated from economic fluctuations as it is based on the number of vehicles registered within the City. For FY 2018, the revenue projection for vehicle licenses is $2,850,000, which is flat at the 2017 amount. 8. Licenses, Permits, and Fees: Including vehicle sticker sales, total licenses, permits, and fees are expected to generate $12.4 million, which represents a 28.4% decrease in comparison to FY 2017. This major decrease is reflected in lower building permit related revenues. There are several revenue sources, which comprise the licenses, permit and fee category including building permits, liquor licenses and the cable franchise fee. 9. Fines and Forfeitures: Parking tickets, regular, and other fine revenues are budgeted to be $3,897,500 in FY 2018. This includes a $100,000 increase in revenue expected from parking ticket fines, due to changes detailed in the Transmittal Letter. 10. Charges for Services This category consists of many revenue sources, the largest of which relates to recreation and ambulance service fees. Charges for services are projected to generate $10,077,800 in FY 2018, which is a 12.8% increase over FY 2017. This increase is largely due to an increase in parking meter revenue, due to changes detailed in the Transmittal Letter. 11. Intergovernmental Revenue This revenue is completely dependent on grants offered by the State and Federal governments. For FY 2018, the revenue is projected to be lower than 2017 at $758,100. The majority of the City’s grant funding is located in grant-specific funds outside of the General Fund. V. Other Funds General Assistance Fund The General Assistance Program, which is mandated by the State of Illinois, is administered by the City of Evanston and supported by Evanston tax revenues. The program provides assistance (up to $875 monthly) to Evanston residents 31 who are not eligible for other forms of state or federal financial assistance and do not have resources to support their basic needs. Human Services Fund The Human Services Fund was created to protect Evanston's most vulnerable residents and to provide individuals and families with access to services that promote self-sufficiency and address mental health concerns. This includes community services provided by social services agencies, crisis intervention services, and the Community Action Program. This Fund includes a 4% reduction in expenses as noted in the Transmittal Letter. Good Neighbor Fund The Good Neighbor Fund is a result of Northwestern U niversity’s commitment to contributing $1 million in support of City programs. Library Funds The Evanston Public Library reviews and approves Library Funds/Budgets through the Library Board and these funds are included in this document. The Library is increasing both operating and capital expenses for 2018. The Evanston Public Library promotes the development of independent, self-confident, and literate citizens through the provision of open access to cultural, intellectual, and informational resources for all ages. Neighborhood Stabilization Fund The Neighborhood Stabilization Program 2 (NSP2) was funded by the American Recovery and Reinvestment Act of 2009 to stabilize neighborhoods that have been negatively impacted by high numbers of foreclosed and vacant homes. Motor Fuel Tax Fund The Motor Fuel Tax Fund is used for street maintenance, street resurfacing, and signal upgrade projects. The funds are authorized by the Illinois Department of Transportation and are appropriated as part of the City’s s hare of the gasoline tax. Motor Fuel Tax Fund spending is budgeted at $2,457,990 in FY 2018. Emergency Telephone System Fund Revenues for this fund are derived from the $1.50 Enhanced 911 Surcharge and a share of the State of Illinois wireless surcharge. FY 2018 revenues for the fund are budgeted at $1,051,700 while expenditures for 2017 total $1,043,438 Special Service Area (SSA) #4 This accounts for services such as promotion, advertisement, and other public services of the territory as managed by Downtown Evanston, an Illinois not-for- profit corporation. Each fall, Downtown Evanston submits a budget for approval to the City Council. However, because assessed property value was not available in final form as of the date of this document, the Special Service Area and Downtown Evanston budgets remain estimated until a final tax levy can be 32 calculated. The FY 2018 revenues and expenditures budgeted for the SSA #4 Fund are projected to be $370,000. Community Development Block Grant (CDBG) Fund This accounts for funds granted from the U.S. Department of Housing and Urban Development. The expenditure amount estimated for FY 2018 is $2,439,512, which includes draw down of prior year available funds. This is an increase in $163,717 in comparison to FY 2017. CDBG Loan Fund The CDBG Loan Fund is a revolving loan fund. The purpose of the fund is to provide residential rehabilitation loans for income eligible 1 to 3 unit owner- occupied residential properties and multi-family rental properties that are occupied by income eligible households under HUD regulations. FY 2018 expenditures total is $293,000. Neighborhood Improvement Fund This fund was created to track revenues and expenses associated with development agreements in specific areas throughout the community. Revenues for this fund are created through sales tax revenue sharing and expenses are used for neighborhood improvements surrounding the originally developed commercial property. Program expenses are budgeted at $100,000 in FY 2018. These expenses are associated with the Main Street Commons / KAPSUM agreement. HOME Fund The HOME Fund is a federally-funded program designed to meet the needs of low- to moderate-income residents in finding affordable housing. The HOME Fund’s FY 2018 budgeted expenditures are $588,321. Affordable Housing Fund The Affordable Housing Fund seeks to support housing related programs as adopted by the City Council. The FY 2018 budget is $489,300 for Rehab Loans and Housing Related Services. Washington National TIF Debt Service Fund Expenditures for the Washington National TIF Fund are budgeted to be $9,207,040 for FY 2018. The major expenses in this fund are the payment of debt service for parking facilities, and for the redevelopment of the City’s Fountain Square in Downtown Evanston. This fund will close at the end of 2018. Special Service Area #5 Fund Adopted by the City Council on June 27, 1994, Special Service Area #5 overlays the City of Evanston’s downtown business district. This fund closed in 2016. 33 Howard-Hartrey (Southwest II) TIF Debt Service Fund Also known as the Southwest II TIF, the district consists of a 23-acre site located at 2201 Howard Street. This TIF closed in 2016. Debt Service Fund The 2017 tax year levy, to be filed with Cook County in December 2017, has been budgeted as revenue for FY 2018. Budgeted expenditures in this fund primarily consist of general obligation debt service paid from property taxes. Total debt service for FY 2018 is projected at $14,297,257. Howard-Ridge Tax Increment Finance District Fund The City Council adopted the Howard-Ridge Tax Increment Finance (TIF) District on January 26, 2004. The TIF district is generally bounded on the north by various parcels that front Howard Street and Chicago Avenue, on the east by the City of Evanston's boundaries and the Chicago Transit Authority (CTA) Red Line, on the south by City boundaries and on the west by Ridge Avenue. The TIF district contains mixed residential uses, retail/commercial properties, and institutional uses. Expenditures budgeted for FY 2018 total $4,681,500, with a significant portion of this amount budgeted for the redevelopment of a theater on Howard Street along with ongoing developer payments from a previous agreement. West Evanston Tax Increment Finance District Fund The City Council adopted the West Evanston Tax Increment Finance (TIF) District in September 2005. The West Evanston TIF district collected its first tax increment in FY 2007-08. Expenses for FY 2018 are budgeted at $40,000 and are primarily related to administration and interest expense. Dempster-Dodge Tax Increment Finance District Fund The City Council approved the creation of the Dempster-Dodge Tax Increment Financing (TIF) District on June 25, 2013. The Dempster-Dodge TIF District area is comprised of a single parcel. This parcel is a shopping center located at the southwest corner of the intersection of Dempster Street and Dodge Avenue. Expenses for FY 2018 are budgeted at $72,666 for the payment of 2017C bond issue Debt Service. Chicago-Main TIF Fund The City Council adopted the Chicago/Main Tax Increment Financing (TIF) District #8 in January 2013. The goal of this TIF district is to support the continued development of the thriving business district located near the intersection of Chicago Avenue and Main Street. The FY 2018 Budget is $108,999 for the payment of 2017C bond issue debt service. Special Service Area #6 Fund Special Service Area #6 is comprised of the commercial areas of Dempster Street, Chicago Avenue, and Main Street. The FY 2018 Budget for this fund is $221,500. 34 Capital Improvement Fund The Capital Improvement Fund accounts for all capital outlay expenditures not included in other funds as outlined in the Capital Improvement Plan (CIP). Expenditures in the fund are budgeted at $30,297,527. Two major capital projects – the Robert Crown Community Center and library renovation, are tracked in separate funds and not included as expenditures in the Capital Improvements Fund. Crown Construction Fund This newly created fund will track revenues and expenses associated with the approximately $40 million project to build the new Robert Crown Community and Library Center. Special Assessment Fund The Special Assessment Fund’s budgeted expenditures for FY 2018 total $585,217 to be used for Alley reconstruction throughout the City. Parking Fund All parking revenue sources, including lots, meters, and garages are combined into this fund for ease of tracking and comparison. Operations include the Sherman Plaza, Maple, and Church St. garages along with the entire municipal parking system with over 2,000 meters. FY 2018 expenses total $12,896,493, a decrease of $1,628,259 compared to FY 2017. Water Fund The Water Fund has budgeted FY 2018 expenses totaling $45,663,506, which represents an increase of $16.3 million in comparison to FY 2017. This increase is due to the timing of major capital projects which can be found in the CIP and includes the major project of replacement of the 5.0 million gallon reservoir at the Water Plant. Sewer Fund The Sewer Fund has budgeted FY 2018 expenses totaling $14,817,870 which represents an increase of $148,375 compared to FY 2017. A majority of this decrease is due to lower capital projects in 2018 than in the previous year. Solid Waste Fund The FY 2018 budget for Solid Waste operations is projected at $5,109,701 which is a decrease of $88,644 from FY 2017. Fleet Services Fund Budgeted expenditures for FY 2018 total $3,333,871, a $385,366 decrease in comparison to FY 2017. Fleet Services Fund is responsible for the maintenance and repair of the City’s fleet; the Equipment Replacement Fund is responsible for the purchase of vehicles and equipment. 35 Equipment Replacement Fund This fund is responsible for costs associated with purchases of City vehicles and equipment. Revenues for the fund are provided primarily from transfers from other funds. FY 2018 expenditures budgeted for the fund total $1,597,977 which is a $67,555 increase over 2017. Insurance Fund The Insurance Fund continues to incur increased liability/personnel cost increases. 2018 Baseline Budgeted expenditures total $18,439,931. The City self-insures a large majority of liability insurance claims in this fund, with a self- insured retention set at $1,250,000. Fire Pension Fund Every Illinois municipality having a population of not less than 5,000 and not more than 500,000 must have a Fire Pension Fund as prescribed in 40 ILCS 5/4- 101 of the Illinois Revised Statutes. Fire Pension Fund expenditures for FY 2018 are budgeted at $8,795,000. Police Pension Fund Every Illinois municipality having a population of not less than 5,000 and not more than 500,000 must have a Police Pension Fund as prescribed in 40 ILCS 5/3-101 of the Illinois Revised Statutes. The Police Pension Fund expenditures for FY 2018 are budgeted at $12,525,000. 36 PART II CHARTS & SUMMARIES 37 2018 ADOPTED BUDGET Organizational Chart Residents Mayor City Council City Clerk Police Fire Community Development Public Works Agency Health and Human Services Parks, Recreation & Community Services Law Administrative Services City Manager Assistant City Manager CFO/City Treasurer Boards and Commissions Library 38 General Information Evanston and its Government The City of Evanston is a Home Rule community located in Northeastern Illinois along Lake Michigan. The City is governed by a Council-Manager form of government, which includes a Mayor and nine ward-elected Aldermen. The City provides a wide variety of services, including fire protection, law enforcement, water and sewer utilities, health and human services, recreation, public works, libraries, and community development. The City of Evanston’s eight square miles include over 33,000 housing units for an estimated 74,486 residents. Evanston also hosts a top tier institution of higher learning, Northwestern University. In addition, the City is home to several other international and national non-profit and philanthropic organizations. By combining a high quality of life and close proximity to the City of Chicago and Lake Michigan, Evanston continues to be a highly desirable residential community. The quality of Evanston’s earliest neighborhoods has been preserved and enhanced by foresight in planning and zoning. Due to cultural opportunities and flourishing commercial districts, the City of Evanston is increasingly a destination for business and pleasure alike, rather than a purely residential community. Date of Incorporation 1863 Library Services Library Facilities 3 Form of Government Council – Manager Number of Books / Materials 534,400 Number of Registered Borrowers 63,045 Geographic Location On Lake Michigan Annual Circulation 1,071,401 Immediately north of Chicago Recreation Facilities Population (2011 Census Estimate) 75,570 Number of City-maintained Parks and Playgrounds 75 Park Area in Acres 265 Number of Households (2010 Census Estimate) 29,106 Number of Public Swimming Beaches 5 Number of Housing Units (2009 Census Estimate) 33,335 Municipal Parking Utility Number of Parking Meters 2,300 Equalized Assessed Valuation (2014) $2,244,569,975 Number of Parking Lots 35 Capacity of Parking Lots 1,919 Per Capita Income (2010 Census Estimate) $41,340 Metered Spaces 686 Space Rentals and Free Spaces 1,233 Municipal Services and Facilities Capacity of Parking Garages 3,283 Miles of Streets 147 Number of Parking Garages 3 Miles of Alleys 76 Miles of Sewers 208 Municipal Water Utility Number of Street Lights 5,641 Total Population Serviced 365,883 Northwest Water Commission 225,137 Fire Protection Evanston 75,570 Number of Firefighters (2010) 107 Skokie 65,176 Number of Stations 5 Miles of Water Mains 157.5 Number of Fire Hydrants 1,385 Filtration Plant Rated Daily Capacity (gallons) 108,000,000 I.S.O. Rating Class 3 Rated Daily Pumping Capacity (gallons) 147,000,000 Police Protection Average Daily Pumpage (gallons) 37,850,000 Number of Sworn Officers (2010) 160 Number of School Crossing Guards 49 Number of Parking Enforcement Officers 11 39 CITY OF EVANSTON, ILLINOIS Demographic and Economic Statistics Last Ten Years Per Education Total Capita % of population Calendar Personal Personal Median with HS Diploma School Unemployment Year Population Income Income Age or Higher Enrollment Rate 2005 74,239 2,775,350,776 37,384 32.5 94.0%9,740 5.0% 2006 74,239 2,902,967,617 39,103 32.5 94.0%9,550 4.5% 2007 74,239 2,902,967,617 39,103 32.5 94.0%9,550 4.4% 2008 74,239 2,902,967,617 39,103 32.5 94.0%9,550 4.6% 2009 74,239 2,902,967,617 39,103 32.5 94.0%9,550 4.7% 2010 74,486 3,157,759,484 42,394 34.3 94.0%9,550 7.9% 2011 74,486 3,197,311,550 42,925 34.3 94.0%11,369 7.3% 2012 74,486 3,176,902,386 42,651 35.1 93.6%11,418 6.8% 2013 74,619 3,113,477,775 41,725 34.4 93.9%10,293 6.7% 2014 75,570 3,262,734,750 43,175 34.4 93.9%10,429 4.2% 2015 75,570 3,124,063,800 41,340 34.4 93.9%11,088 4.5% Source: Various Government agencies 40 DATE TIME ACTIVITY Monday,July 10, 2017 7PM*Mid-Year 2017 Budget Review Monday, July 24, 2017 7PM*2017 end of year and 2018 baseline discussion Wednesday, September 13, 2017 7PM - 9PM in G300 Multi-media Budget Outreach Event Friday October 6, 2017 5PM Proposed 2018 Budget to City Council Monday, October 16, 2017 7PM 2018 Budget Discussion Monday, October 23, 2017 7PM*2018 Budget Discussion Saturday, October 28, 2017 9AM - 1PM Special City Council meeting Public Hearing-- Truth in Taxation Public Hearing-- FY 2018 Proposed Budget Preliminary Tax Levy Estimate Monday, November 6, 2017 7PM 2018 Budget Discussion (if needed) Monday, November 27, 2017 7PM*2018 Budget & 2017 Tax Levy Adoption *meeting times are approximate Rosh Hashana is September 20-22 Yom Kippur is September 29-30 Columbus Day is October 9 Thanksgiving is November 23 City of Evanston 2018 Budget Calendar All meetings are held in the James C. Lytle Council Chambers except for the Sept 20th outreach event (G300) 41 201 8 ADOPTED BUDGET Budget Process Summary of Proceedings The City’s fiscal year begins on January 1. The City Manager submits to the City Council a proposed operating budget in October for the fiscal year commencing the following January 1. The operating budget includes proposed expenditures and the means of financing those expenditures. The City Council holds public hearings and then may modify the budget prior to adoption. The City Manager is authorized to transfer budgeted amounts between departments and within any fund (such as the General Fund); however, any revisions that alter the total expenditures of any fund must be approved by the City Council. Preparation and Adoption Budgets are legally adopted on a basis consistent with generally accepted accounting principles (GAAP) except that property taxes are budgeted as revenue in the year for which they are levied. Property taxes are budgeted utilizing a cash basis of accounting whereas budgeted property tax revenue will be what the City actually anticipates receiving for any given budget year. The budgets of the governmental type funds are prepared on a modified accrual basis. Debt service payments and a number of specific accrued liabilities are only recognized as expenditures when payment is due, and revenue is recognized only when it has actually been received. Related Legislation The Evanston City Council has adopted three primary pieces of legislation which govern the budget process: Resolution 67-R-79 establishes a Budget Policy for the City of Evanston. This policy provides guidelines for determining the amount of property tax to be levied, the funding for the Police and Fire Pension Funds, and the re-appropriation of fund balance. Ordinance 57-0-79 provides for the adoption of the annual budget. This ordinance establishes the annual budget shall be adopted by the City Council before the beginning of the fiscal year to which it applies. Compilation of the Proposed Budget - Each year the City Manager shall prepare and submit a proposed budget to the City Council to allow for ample time for discussion and decision-making. The proposed budget shall contain estimates of revenues available to the City for the fiscal year along with recommended expenditures for the departments, boards and commissions. The City Manager is required to submit a balanced budget to Council in which revenues equal expenditures Revision of Annual Budget - Following City Council adoption of the budget, the City Council by a vote of two-thirds of its members, shall have the authority to revise the budget by transferring monies from one fund to another or adding to any fund. No revision of the annual budget shall increase the budget in the event monies are not available to do so. 42 201 8 ADOPTED BUDGET Budget Process Public Hearing, Notice and Inspection of Budget - The City Council will hold a public hearing on the annual budget prior to final action by the City Council. Notice of this hearing shall be published in a local newspaper at least ten days prior to the public hearing. Copies of the proposed budget will be available for public inspection in printed form in the office of the City Clerk for at least ten days prior to the hearing. Resolution 6-PR-78 establishes a policy concerning municipal budget procedures. The primary components of this resolution include the following:  In advance of the submission of the City Manager’s proposed budget to the City Council, the Administration and Public Works Committee shall publicize and conduct a public hearing to receive input from citizens concerning municipal appropriations for the coming year.  Sufficient copies of the proposed budget shall be placed on file with the City Clerk, the Public Library, and will be available for public inspection at these locations.  The City Council budget meeting agendas will be available to the public prior to the initial special meeting of the City Council on the proposed budget.  Each special meeting of the City Council on the proposed budget shall designate a period of time for citizen testimony concerning budget matters discussed during that special meeting. The length of such time shall be determined by the chairman prior to the budget meeting process. Financial Control Procedures The City reports financial results based on generally accepted accounting principles as promulgated by the Governmental Accounting Standards Board (GASB). The accounts of the City are divided into separate self-balancing funds comprised of its assets, liabilities, fund equity, revenues and expenditures, as appropriate. The City’s expenditures are monitored on a regular basis by the Administrative Services Department. Disbursements are made only if the expenditure is within the authorized appropriation. For all major expenditures, purchase orders are prepared, approved and the related appropriation is encumbered before a check is issued. 43 201 8 ADOPTED BUDGET Budgetary Basis of Accounting The City was incorporated in 1863. The City operates under a Council-Manager form of government, is a home rule municipality as defined by Illinois state law and provides the following services as authorized by its charter: general management and support, public safety, public works, health and human resource development, library, recreational and cultural opportunities, and housing and economic development. The City uses funds and account groups to report on its financial position and the results of its operations. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain City functions or activities. A fund is a separate accounting entity with a self-balancing set of accounts. An account group, on the other hand, is a financial reporting device designed to provide accountability for certain assets and liabilities that are not recorded in the funds because they do not directly affect net expendable available financial resources. Funds are classified into three categories: governmental, proprietary and fiduciary. Each category, in turn, is divided into separate “fund types.” Governmental funds are used to account for all or most of the City’s general activities, including the collection and disbursement of earmarked monies (special revenue funds), the acquisition or construction of general fixed assets (capital projects funds), and the servicing of general long-term debt (debt service funds). The general fund is used to account for all activities of the City not accounted for in some other fund. The City follows these procedures in establishing the budgetary data reflected in the financial statements: 1. The City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following fiscal year. The operating budget includes proposed expenditures and the means of financing them. 2. Public budget hearings are conducted. Taxpayer comments are received and noted. 3. The City Manager is authorized to transfer budgeted amounts between departments within any fund; however, any revisions that alter the total expenditures of any fund must be approved by the City Council. 4. Budgets are legally adopted on a basis consistent with generally accepted accounting principles (GAAP). It should be noted that property taxes are budgeted on a cash basis. For purposes of preparing the combined statement of revenues, expenditure and changes in fund balances - budget and actual, GAAP revenues and expenditures have been adjusted to the budgetary basis. 44 201 8 ADOPTED BUDGET Budgetary Basis of Accounting The level of control (level at which expenditures may not exceed budget) is at the fund level. All unencumbered annual appropriations are lapsed at the fiscal year-end. Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded, reserve a portion of a budgeted account so that amount is not spent elsewhere. For non-enterprise funds, encumbrances are usually not counted as expenditures until the actual disbursement has been made. The financial information of general governmental type funds (for example, the general fund itself and MFT funds) is prepared on a modified accrual basis. Briefly, this means that revenues are usually recorded when they become available and are measurable while expenditures are recorded when the liability has been incurred. The enterprise funds (Water, Sewer, Solid Waste, and Parking), on the other hand, are often reported on a full accrual basis. Not only are expenses recognized when a commitment is made (through a purchase order) but revenues are also recognized when they are obligated to the City (for example, water user fees are recognized as revenue when bills are produced). The Comprehensive Annual Financial Report (CAFR) shows the status of the City’s finances on the basis of “generally accepted accounting principles” (GAAP) and a budget basis for comparison purposes. 45 201 8 ADOPTED BUDGET Fund Descriptions GENERAL FUND General Fund - To account for all activity traditionally associated with government operations, which are not required to be accounted for in another fund. SPECIAL REVENUE FUNDS General Assistance Fund – To account for the General Assistance program. Assistance is provided to persons who are not eligible for any other state or federal financial assistance programs and who do not have income or resources to provide for their basic needs. Human Services Fund – To account for the access to resources that offer support and empower families. Good Neighbor Fund – To account for the resources provided by Northwestern University to assist City functions and increase programming. Library Fund – To account for the Evanston Public Library. The Evanston Public Library promotes the development of independent, self-confident, and literate citizens through the provision of open access to cultural, intellectual, and informational resources for all ages. Library Capital Fund – To account for the capital improvements to the Evanston Public Library. Funding is provided primarily through property tax levy. Library Debt Fund – To account for principal and interest payments on debt proceeds issued and allocated to the Evanston Public Library. Neighborhood Stabilization Program 2 – To account for the NSP2 program. Financing is provided by the United States Department of Housing and Urban Development. Expenditures are made in accordance with federal law. Motor Fuel Tax Fund - To account for the operation of street maintenance programs and capital projects as authorized per the Illinois Department of Transportation. Financing is provided from a State of Illinois municipal allotment of gasoline tax revenue. Emergency Telephone System Fund - To account for revenues and expenditures for 911 emergency telephone service. Financing is provided by landline and wireless phone surcharges. Special Service District No. 4 Fund - To account for promotion, advertisement, and street maintenance costs of the area located in the City's central business district. Financing is provided by the City through an annual special service area property tax levy. Special Service Area No. 6 Fund To account for promotion, advertisement, and street maintenance costs of the area located in the City's commercial district surrounding Dempster, Chicago, and Main. Financing is provided by the City through an annual special service area property tax levy. 46 201 8 ADOPTED BUDGET Fund Descriptions Community Development Block Grant Fund - To account for the revenues and expenditures of the Federal Community Development Block Grant program. Financing is provided by the federal government on a reimbursement basis in accordance with federal formula. Expenditures are made in accordance with federal law requirements. Community Development Block Grant Loan Fund - To account for residential rehabilitation loans to residents. Economic Development Fund - To account for costs associated with economic development activities of the City. Financing is primarily provided by hotel and amusement tax revenues. Neighborhood Improvement Fund - To account for a portion of sales tax revenues derived from retail sales at the Home Depot store in Evanston. Sales tax revenues allocated to this fund are to be expended on public projects that will benefit the immediate neighborhood nearby the store. HOME Fund – To account for the Home program. Financing is provided by the federal government and used to create affordable housing to low-income households. Expenditures are made in accordance with the requirements of federal law. Affordable Housing Fund - To account for costs associated with affordable housing programs for low and moderate income City of Evanston residents. DEBT SERVICE FUNDS Debt Service Fund - To account for non-abated, general obligation payments on the principal and interest related to bonds and/or other City debt. Special Service Area No. 5 Fund - To account for principal and interest payments on debt issued for this special taxing district. Southwest Tax Increment District Fund - To account for principal and interest payments on debt proceeds issued and allocated to this tax increment financing district. Howard-Hartrey Tax Increment District Fund - To account for principal and interest payments on debt proceeds issued and allocated to this tax increment financing district. Washington National Tax Increment District Fund - To account for principal and interest payments on debt proceeds issued and allocated to this tax increment financing district. Howard-Ridge Tax Increment District Fund - To account for principal and interest payments on debt proceeds issued and allocated to this tax increment financing district. West Evanston Tax Increment District Fund - To account for principal and interest payments on debt proceeds issued and allocated to this tax increment financing district. 47 201 8 ADOPTED BUDGET Fund Descriptions Dempster-Dodge Tax Increment District Fund – To account for principal and interest payments on debt proceeds issued and allocated to this tax increment financing district. Chicago-Main Tax Increment District Fund – To account for principal and interest payments on debt proceeds issued and allocated to this tax increment financing district. CAPITAL PROJECTS FUNDS Capital Improvement Fund - To account for capital projects not funded through special revenue, tax increment financing, or enterprise funds. Capital projects include, but are not limited to: long term improvements to public buildings, the paving of city streets, and the improvement and development of recreation facilities. Financing is provided primarily by grants and general obligation bond proceeds. Crown Construction Fund - To account for all activity related to the construction of a new Robert Crown Community Center beginning in 2017. Financing is provided by general obligation bond proceeds and community contributions. Special Assessment Fund - To account for capital improvements (primarily alley paving) financed by both special assessments on property owners and City contributions. ENTERPRISE FUNDS Water Fund - To account for all activity related to providing water to Evanston residents, as well as the Village of Skokie and the Northwest Water Commission. All activities necessary to provide such services are accounted for in this fund, including, but not limited to: administration, operation, maintenance, debt service, and billing/collection. Sewer Fund - To account for all activity related to providing sewer service to City residents and businesses. Activities necessary to provide such service include, but are not limited to: administration, operations, financing, capital improvements/maintenance, and billing/collection. Parking Fund - To account for all City-owned parking facilities/garages, lots, and metered spaces. Maple Avenue and Sherman Plaza Garage activities have been included in this Fund beginning in FY09-10. All activities are accounted for including administration, operations, financing, and revenue collection. Solid Waste Fund – To account for all activity related to refuse, recycling, and yard waste collection and disposal. Activities necessary to provide such service include, but are not limited to: administration, operations and revenue collection. INTERNAL SERVICE FUNDS Fleet Services Fund – To account for the cost of operating the municipal service center maintenance facility for transportation vehicles/equipment used by City departments. Such costs are billed to the user departments. 48 201 8 ADOPTED BUDGET Fund Descriptions Equipment Replacement Fund – To account for the costs associated with the purchase of vehicles and equipment. Insurance Fund - To account for all costs related to general liability and workers' compensation claims. Beginning with FY10-11, health insurance premiums are also accounted for in this Fund. This internal service fund uses “funding premium” payments from City operating funds to pay claim and premium costs incurred. TRUST AND AGENCY FUNDS Fire Pension Fund - To account for the accumulation of resources to pay pension costs. Resources are contributed by sworn fire members at a fixed rate as mandated by state statute and by the City through an annual property tax levy as determined by an independent actuary. Police Pension Fund - To account for the accumulation of resources to pay pension costs. Resources are contributed by sworn police members at a fixed rate as mandated by state statute and by the City through an annual property tax levy as determined by an independent actuary. 49 201 8 ADOPTED BUDGET Budget Policies In ongoing efforts toward formally addressing long-term budgeting provisions, the City of Evanston has endorsed a Budget Policy. The City Council initially adopted this Budget Policy in December 2000. This policy was revised in 2014 as follows: I. Budget Process Preliminary Pubic Hearing In September of each year prior to submission of the City Manager’s proposed budget to the City Council, the Administration and Public Works Committee shall publicize and conduct a public hearing to receive input from citizens concerning municipal appropriations for the coming fiscal year. Mid- year Budget Workshop Each September the Administration and Public Works Committee shall schedule and hold a mid- year budget workshop. The workshop shall review but not be limited to:  A revenue and expenditure report for the current fiscal year  Structural or legislative issues affecting the current or future fiscal year  Revenue and expenditure forecast for the upcoming fiscal year  Other issues of policy or indicators that will affect the upcoming fiscal year budget All members of the City Council shall be invited to participate in the Budget Workshop. Quarterly Financial Update Following the end of each financial quarter, the City Manager shall present a report summarizing budgeted vs. actual revenues and expenditures. Review of the Comprehensive Annual Financial Report The Administration and Public Works Committee shall review the Comprehensive Annual Financial Report. This review shall take place at the earliest meeting date following publication. Copies of the Proposed and Final Budget Sufficient copies of the proposed and final budget shall be placed on file in printed form with the City Clerk, the Public Library, all library branches, and will be available for public inspection at these locations. An electronic version of the proposed and final budget shall be posted on the City of Evanston Website. The City of Evanston may offer for sale a printed and electronic copy of the proposed and final budget for a fee not to exceed the cost of preparation, printing, and distribution of the budget. Submission of the Proposed Budget The City Manager will submit a balanced budget to the City Council by October 31. 50 201 8 ADOPTED BUDGET Budget Policies II. Fund Policies General Fund The General Fund budget will be balanced each year, subject to the current Fund Reserve level. In the event the General Fund Reserve balance is below the minimum level of 16.6%, the fund may be structured with a surplus budget in order to bring reserves up to the minimum. In the event the fund reserve is above the 20% recommended maximum, the budget may be structured in a deficit to account for the transfers out to other funds as noted in the reserve policy. Parking System Fund This is an enterprise fund and as such is expected to be self-sufficient. Any revenues generated, especially from sales, should be retained to maintain the fund. Fees should be periodically increased sufficiently to fund operating costs, depreciation, and a reserve. The General Fund will continue to be properly compensated for administrative expenses, which support parking system activities. Water Fund A minimum of 16.6% of expenses shall be maintained as a reserve; in addition, a sufficient reserve shall be maintained to meet debt requirements. A portion of the fund reserve shall be used to fund depreciation and capital improvement needs. Fire and Police Pension Funds The Firefighters and Police Pension Funds shall receive funding in accordance with the Joint Actuarial Report provided by the City and both Funds each year. Actuarial methods and assumptions shall be reviewed annually and shall meet or exceed Illinois statutory regulations. Emergency Telephone System Fund This fund must be maintained at a level adequate to provide for maintenance of current operations, the capability to respond to unforeseen events, funding of long-term capital improvements, and needed upgrades. The fund shall be entirely supported by revenues received from the imposed telephone surcharge. Motor Fuel Tax Fund Revenues for this fund are provided by the state motor fuel tax and as such should be used only for street improvement, repair, and maintenance as allowed by State of Illinois law. Funds may be accumulated for the purpose of accomplishing major projects, however, the beginning reserve balance for this fund should not fall below 25% of the annual revenue received in the prior year. Insurance Fund The Insurance Fund must be maintained to meet the City’s current and future insurance liability and self-funded employee benefits program requirements. Liability Insurance Requirements include current budget year obligations and building a reserve (as noted in the fund reserve section of this communication) over seven years to prepare for anticipated claims and losses. The City Manager shall be required to present an annual report itemizing all of the City’s current and long -term claims and liabilities. Each year City staff will review worker compensation, liability, and property insurance policies to determine if coverage meets current financial and operational needs. The City Manager 51 201 8 ADOPTED BUDGET Budget Policies each year will recommend to the City Council insurance policy coverage and limits and include the necessary funds in the operating budget. Self-funded Employee Benefit Program costs are accounted for in this fund and at the Intergovernmental Personal Benefits Cooperative (IPBC). As required by the IPBC the City will maintain a minimum of one month’s reserve for PPO benefit programs at the IPBC. Further, the City will set rates and manage program benefit costs to keep cost increases below the Medical rate of inflation. Fleet Services Fund The City of Evanston shall maintain vehicles and equipment, which are safe and adequate for the demands of the operating departments. Interfund transfers from operating departments shall be established to maintain the necessary staff, equipment and supplies/parts to service all appropriate vehicles. Equipment Replacement Fund The Equipment Replacement Fund receives interfund transfer from operating department’s established to replace vehicles within 2 years of the expiration of their useful life as determined by the fleet maintenance division. General obligation debt shall only be used for vehicles with an expected equal to or greater than 15 years and with a purchase price greater than or equal to $250,000. Debt Service Fund General Obligation Debt of the City means debt (viz., bonds) for which an unlimited real property tax levy is made or pledged for payment. General Obligation Debt shall be allocated into two categories. Self-Supporting General Obligation Debt shall mean General Obligation Debt which, at the time of issuance, is expected and intended by the Treasurer to be payable out of a source of funds other than the City’s general real property tax levy, thus permitting the abatement and avoidance of the property tax levy to pay such bonds; examples of Self-Supporting General Obligation Debt include (without limitation) bonds payable from the Water Fund or the Sewer Fund, bonds payable from special assessments, bonds payable from tax increment financing areas, and bonds payable from Motor Fuel Taxes. Tax-Supported General Obligation Debt shall mean all other General Obligation Debt, which is expected and intended to be paid from a general real property tax levy. General Obligation Debt shall not include any obligation of the City not denominated a bond, including, without limitation, short term notes or warrants or other obligations which the City may issue from time to time for various purposes and to come due within three (3) years of issuance. General Obligation Debt does not include bonds which have been refunded or decreased and which, as a consequence of same, are provided for from a dedicated source of funds or investments. Self-Supporting General Obligation Debt shall not be limited by this Budget Policy. Tax-Supported General Obligation Debt shall not exceed $113,000,000 in aggregate principal amount, which limit is expressly subject to increase from time to time by action of the City Council as the needs of the City may grow. General Obligation Debt issued as so-called zero coupon bonds or capital appreciation bonds shall be counted as debt in the original principal amount issued. The Treasurer shall at all times keep a book or record of all General Obligation Debt and its proper allocation. The Treasurer’s statements as to the allocation of General Obligation Debt into these two categories shall be conclusive. Notwithstanding this statement of policy, all bonds or other 52 201 8 ADOPTED BUDGET Budget Policies obligations by whatever name designated of the City duly authorized to be issued by the City Council shall be valid and legally binding as against the City, and there shall be no defense of the City as against any bondholder or other obligation holder on the basis of this policy. Sewer Fund This is an enterprise fund and as such is expected to be self-sufficient. As a result, rates should be scheduled to increase to meet costs of sewer operations, debt service, and capital projects. Transfers to other funds for administrative expenses should be maintained to reflect true program costs. Solid Waste Fund This is an enterprise fund and as such is expected to be self-sufficient. As a result, rates should be scheduled to increase to meet costs of solid waste operations, debt service, and capital projects. Transfers to other funds for administrative expenses should be maintained to reflect true program costs. Expenditure Analysis City Council shall review all significant operational, economic, program, and expenditure proposals in regard to the short term and long-term budgetary and economic impact. The appropriate City Department and staff shall provide the budget analysis for the review and consideration by the City Council. III. Fund Reserve Policy The Fund Reserve Policy is as follows: General Fund A minimum of 16.6% or two month of operating expenses shall be maintained as a reserve. Any monies over a 16.6% reserve in this fund shall be re-appropriated to other funds that have not met their reserve requirements. Once all funds have met their fund requirements additional funds shall go to the Capital Improvement Program. A minimum of a 5% reserve is required, per bond agreements. Parking System Fund A minimum of 16.6% expenses shall be maintained as a reserve; in addition a sufficient reserve shall be maintained to meet bond requirements. A portion of the fund reserve shall be used to fund depreciation and capital improvement needs. A minimum of 5% is required, per bond requirements. Water Fund A minimum of 10% expenses shall be maintained as a reserve; in addition a sufficient reserve shall be maintained to meet bond requirements. A portion of the fund reserve shall be used to fund depreciation and capital improvement needs. A minimum of a 5% reserve is required, per bond agreements. 53 201 8 ADOPTED BUDGET Budget Policies Sewer Fund A minimum of 16.6% of expenses shall be maintained as a reserve; in addition, a sufficient reserve shall be maintained to satisfy both bond and IEPA loan debt requirements. A portion of this fund reserve shall be used to fund depreciation and capital improvement needs. Solid Waste Fund A minimum of 16.6% of expenses shall be maintained as a reserve; in addition, a sufficient reserve shall be maintained to satisfy debt requirements. A portion of this fund reserve shall be used to fund depreciation and capital improvement needs. Motor Fuel Tax Fund A minimum of 25% expenses shall be maintained as a reserve in order to ensure the efficient startup of roadway projects each year. Capital Improvement Fund A minimum of 25% of expenses funded from non-debt sources shall be maintained as a reserve. No debt-service costs are located in this fund and therefore no reserve is required for debt service. This 25% reserve shall be used for the startup costs of the current year capital projects in the approved annual budget. Any funds that remain unspent from incomplete capital projects shall be in addition to this 25% level. Any funds that are unspent from projects that were completed under budget shall be included in this 25% level. All projects funded from bond proceeds or other debt issues, shall be tracked along with that debt issue to comply with arbitrage and issuance compliance regulations. Tax Increment Finance Funds Fund reserves shall be based on outstanding debt-service requirements or multi-year development incentives established by the City. Reserves shall be designated for the funding of these long-term expenses prior to being released for future capital or development expenses. Insurance Fund Health Insurance Reserves should be no less than three months of annual expenses. At least one month of the three month reserve is required to be kept at the Intergovernmental Personal Benefits Cooperative (IPBC). This reserve will be utilized to cover the claims payable cycle cost which is approximately 45 days, and to provide for reserves in the event of major changes in rates/claims experience. Liability Insurance Reserves are not established to fully fund all potential future claims. As such, cash reserves should be set at a minimum of 25% of outstanding claims payable as defined in the prior year audit or twice the current annual self-insured retention coverage level (currently at $1,250,000). Fleet Maintenance Fund Fleet Maintenance Fund Reserves should remain in a positive position with sufficient funds to operate during the year. Equipment Replacement Fund Equipment Replacement Fund Reserves should not exceed the amount of accumulated depreciation of the City’s fleet as noted in the prior year Annual Audit. 54 Fund Fund #2016 Actual Amount 2017 Amended Budget 2017 Estimated Amount 2018 Adopted Budget Net Change in Proposed Expenses Percent Change General 100 111,562,594 118,686,191 115,128,078 114,237,796 (4,448,395) -3.7% General Assistance 175 804,857 1,178,971 1,133,249 1,265,921 86,950 7.4% Human Services 176 849,394 859,153 859,153 859,153 - 0.0% Good Neighbor Fund 180 1,000,000 1,000,000 1,000,000 1,000,000 - 0.0% Library 185 6,785,204 7,250,345 6,888,284 7,471,297 220,952 3.0% Library - Debt Service 186 1,048,044 345,955 367,288 333,404 (12,551) -3.6% Library - Capital 187 - 3,774,500 1,422,150 10,095,000 6,320,500 167.5% Neighborhood Stabilization 195 91,447 98,899 51,167 94,821 (4,078) -4.1% Motor Fuel 200 2,319,789 2,248,990 1,858,000 2,457,990 209,000 9.3% Emergency Telephone 205 1,429,460 1,030,418 997,202 1,043,438 13,020 1.3% Special Service Area # 4 210 323,000 320,000 320,000 370,000 50,000 15.6% CDBG 215 2,022,452 2,281,978 1,864,064 2,439,512 157,534 6.9% CDBG Loan 220 160,641 293,000 150,000 293,000 - 0.0% Economic Development 225 2,145,068 - - - - N/A Neighborhood Improvement 235 - 100,000 - 100,000 - 0.0% HOME 240 207,876 586,692 395,825 588,321 1,629 0.3% Affordable Housing Fund 250 149,207 1,707,252 397,004 489,300 (1,217,952) -71.3% Washington National TIF 300 5,561,415 10,540,636 7,680,636 9,207,040 (1,333,596) -12.7% Special Service Area # 5 305 525,284 - - - - N/A Southwest II TIF 310 1,873,437 599,667 599,667 - (599,667) -100.0% Debt Service 320 23,604,473 23,656,137 14,465,906 14,297,257 (9,358,880) -39.6% Howard-Ridge TIF 330 787,249 1,598,600 1,318,000 4,681,500 3,082,900 192.8% West Evanston TIF 335 37,998 40,000 40,000 40,000 - 0.0% Dempster-Dodge TIF 340 29,415 2,044,000 2,044,000 72,666 (1,971,334) -96.4% Chicago-Main TIF 345 1,756,993 3,640,000 3,640,000 108,999 (3,531,001) -97.0% Special Service Area #6 350 145,003 290,730 290,730 221,500 (69,230) -23.8% Capital Improvement 415 10,759,111 29,130,782 19,604,527 30,297,527 1,166,745 4.0% Crown Construction 416 - 1,377,730 1,377,730 9,634,000 8,256,270 599.3% Special Assessment 420 369,449 513,427 513,427 585,217 71,790 14.0% Parking 505 9,819,656 14,524,752 13,710,049 12,896,493 (1,628,259) -11.2% Water 510 15,097,592 29,361,507 21,146,017 45,663,506 16,301,999 55.5% Sewer 515 7,267,980 14,607,057 14,685,513 14,817,870 210,813 1.4% Solid Waste 520 4,966,872 5,198,345 5,136,237 5,109,701 (88,644) -1.7% Fleet 600 3,004,854 3,719,237 3,076,524 3,333,871 (385,366) -10.4% Equipment Replacement 601 1,726,829 1,530,422 1,603,573 1,597,977 67,555 4.4% Insurance 605 19,705,379 19,075,611 20,583,965 18,439,931 (635,680) -3.3% Fire Pension 700 8,603,806 8,705,000 8,745,000 8,795,000 90,000 1.0% Police Pension 705 11,367,506 11,817,000 11,944,000 12,525,000 708,000 6.0% Total All Funds 257,909,336$ 323,732,984$ 285,036,965$ 335,464,008$ 11,731,024$ 3.6% All budget totals in this summary are gross figures prior to eliminating interfund transfers. Total Budgeted Expenditures - All Funds FY2017 vs. FY2018 (Prior to Interfund Transfers) In this summary, the total budgets for all funds are compared with the Amended fund totals for FY17 55 Fund Fund #FY2017 Net Budget FY2018 Adopted Expenditures Less Transfers to Other Funds FY2018 Net Expenditures Net Change Percent Change General 100 81,959,047 114,237,796 (38,920,232) 75,317,564 (6,641,483) -8.1% General Assistance 175 1,157,729 1,265,921 (44,666) 1,221,255 63,526 5.5% Human Services 176 859,153 859,153 - 859,153 - 0.0% Good Neighbor Fund 180 - 1,000,000 (1,000,000) - - Library 185 6,494,275 7,471,297 (859,191) 6,612,106 117,831 1.8% Library - Debt Service 186 345,955 333,404 - 333,404 (12,551) -3.6% Library - Capital 187 3,774,500 10,095,000 - 10,095,000 6,320,500 167.5% Neighborhood Stabilization 195 89,323 94,821 (8,946) 85,875 (3,448) -3.9% Motor Fuel 200 1,391,000 2,457,990 (2,457,990) - (1,391,000) -100.0% Emergency Telephone 205 862,495 1,043,438 (171,064) 872,374 9,879 1.1% Special Service Area # 4 210 320,000 370,000 - 370,000 50,000 15.6% CDBG 215 1,696,602 2,439,512 (1,041,040) 1,398,472 (298,130) -17.6% CDBG Loan 220 293,000 293,000 - 293,000 - 0.0% Economic Development 225 (970,806) - - - - 0.0% Neighborhood Improvement 235 100,000 100,000 - 100,000 - 0.0% HOME 240 586,692 588,321 (4,661) 583,660 (3,032) -0.5% Affordable Housing Fund 250 1,707,252 489,300 (3,841) 485,459 (1,221,793) -71.6% Washington National TIF 300 600,000 9,207,040 (7,107,040) 2,100,000 1,500,000 250.0% Special Service Area # 5 305 - - - - - N/A Southwest II TIF 310 361,415 - - - - 0.0% Southwest TIF 315 - - - - - N/A Debt Service 320 14,431,137 14,297,257 - 14,297,257 (133,880) -0.9% Howard-Ridge TIF 330 538,600 4,681,500 (1,560,000) 3,121,500 2,582,900 479.6% West Evanston TIF 335 10,000 40,000 (30,000) 10,000 - 0.0% Dempster-Dodge TIF 340 40,000 72,666 - 72,666 32,666 81.7% Chicago-Main TIF 345 60,000 108,999 - 108,999 Special Service Area #6 350 220,000 221,500 - 221,500 Capital Improvement 415 30,008,512 30,297,527 (500,000) 29,797,527 (210,985) -0.7% Crown Capital 416 9,634,000 - 9,634,000 9,634,000 N/A Special Assessment 420 - 585,217 (513,427) 71,790 71,790 N/A Parking 505 13,062,146 12,896,493 (1,998,731) 10,897,762 (2,164,384) -16.6% Water 510 24,744,982 45,663,506 (4,846,783) 40,816,723 16,071,741 64.9% Sewer 515 13,182,427 14,817,870 (1,413,267) 13,404,603 222,176 1.7% Solid Waste 520 4,563,841 5,109,701 (444,860) 4,664,841 101,000 2.2% Fleet 600 3,507,268 3,333,871 (218,909) 3,114,962 (392,306) -11.2% Equipment Replacement 601 1,530,422 1,597,977 - 1,597,977 67,555 4.4% Insurance 605 19,065,979 18,439,931 (9,632) 18,430,299 (635,680) -3.3% Fire Pension 700 8,705,000 8,795,000 - 8,795,000 90,000 1.0% Police Pension 705 11,817,000 12,525,000 - 12,525,000 708,000 6.0% Total All Funds 247,114,946$ 335,464,008$ (63,154,280)$ 272,309,728$ 25,194,782$ 10.2% Total Budgeted Expenditures This chart presents the gross total for each fund, less interfund transfers. The results are net expenditures for each fund and for the FY2017 budget. The total for each fund is compared with that of the approved FY2018 budget. Adjusted for Interfund Transfers 56 Budget Budget Fund Transfers To Fund Transfers From Revenue To General 270,000 Expense From Library (270,000) Revenue To General 480,000 Expense From Good Neighbor (480,000) Revenue To General 957,990 Expense From Motor Fuel (957,990) Revenue To General 60,000 Expense From E911 (60,000) Revenue To General 330,701 Expense From CDBG (330,701) Revenue To General 550,000 Expense From Washington-National TIF (550,000) Revenue To General 60,000 Expense From Howard-Ridge TIF (60,000) Revenue To General 30,000 Expense From West Evanston TIF (30,000) Revenue To General 500,000 Expense From Capital Improvement (500,000) Revenue To General 900,000 Expense From Parking (900,000) Revenue To General 3,549,555 Expense From Water (3,549,555) Revenue To General 330,167 Expense From Sewer (330,167) Subtotal 8,018,413$ Subtotal (8,018,413)$ Revenue To Police and Fire Pensions 18,807,651 Expense From General (18,807,651) Subtotal 18,807,651$ Subtotal (18,807,651)$ Revenue To Health and Human Services 828,471 Expense From General (828,471) Subtotal 828,471$ Subtotal (828,471)$ Revenue To Library Fund 70,000 Expense From Good Neighbor (70,000) Subtotal 70,000$ Subtotal (70,000)$ Revenue To Capital Fund 610,000 Expense From CDBG (610,000) Revenue To Capital Fund 2,390,000 Expense From Washington-National TIF (2,390,000) Revenue To Capital Fund 1,500,000 Expense From Howard-Ridge TIF (1,500,000) Revenue To Capital Fund 250,000 Expense From Special Assessment (250,000) Revenue To Capital Fund 350,000 Expense From Parking (350,000) Revenue To Capital Fund 450,000 Expense From Good Neighbor (450,000) Revenue To Capital Fund 1,500,000 Expense From Motor Fuel (1,500,000) Subtotal 7,050,000$ Subtotal (7,050,000)$ Revenue To Debt Service (ERI)775,502 Expense From General (775,502) Revenue To Debt Service (Debt Reduction)1,891,042 Expense From General (1,891,042) Revenue To Debt Service (ERI)83,292 Expense From Library (83,292) Revenue To Debt Service (ERI)4,654 Expense From NSP2 (4,654) Revenue To Debt Service (ERI)13,366 Expense From E911 (13,366) Revenue To Debt Service (ERI)6,792 Expense From CDBG (6,792) Revenue To Debt Service 263,427 Expense From Special Assessment (263,427) Revenue To Debt Service (includes ERI)469,297 Expense From Sewer (469,297) Revenue To Debt Service (ERI)33,442 Expense From Fleet (33,442) Revenue To Debt Service (ERI)9,632 Expense From Insurance (9,632) Subtotal 3,550,446$ Subtotal (3,550,446)$ City of Evanston Budgeted Interfund Transfers 2018 Adopted Budget 57 Revenue To Parking 4,167,040 Expense From Washington-National TIF (4,167,040) Subtotal 4,167,040 Subtotal (4,167,040) Revenue To Solid Waste 705,967 Expense From General (705,967) Subtotal 705,967$ Subtotal (705,967)$ Revenue To Fleet 2,175,530 Expense From General (2,175,530) Revenue To Fleet 5,440 Expense From Library (5,440) Revenue To Fleet 159,517 Expense From Parking (159,517) Revenue To Fleet 824 Expense From CDBG (824) Revenue To Fleet 132,754 Expense From Water (132,754) Revenue To Fleet 192,213 Expense From Sewer (192,213) Revenue To Fleet 322,362 Expense From Solid Waste (322,362) Subtotal 2,988,640$ Subtotal (2,988,640)$ Revenue To Equipment Repl.1,297,608 Expense From General (1,297,608) Revenue To Equipment Repl.4,885 Expense From Library (4,885) Revenue To Equipment Repl.1,339 Expense From CDBG (1,339) Revenue To Equipment Repl.30,900 Expense From Parking (30,900) Subtotal 1,334,732$ Subtotal (1,334,732)$ Revenue To Insurance 12,438,461 Expense From General (12,438,461) Revenue To Insurance 44,666 Expense From General Assistance (44,666) Revenue To Insurance 495,574 Expense From Library (495,574) Revenue To Insurance 4,292 Expense From NSP2 (4,292) Revenue To Insurance 97,698 Expense From E911 (97,698) Revenue To Insurance 91,384 Expense From CDBG (91,384) Revenue To Insurance 4,661 Expense From Home (4,661) Revenue To Insurance 3,841 Expense From Affordable Housing (3,841) Revenue To Insurance 558,314 Expense From Parking (558,314) Revenue To Insurance 1,164,474 Expense From Water (1,164,474) Revenue To Insurance 421,590 Expense From Sewer (421,590) Revenue To Insurance 122,498 Expense From Solid Waste (122,498) Revenue To Insurance 185,467 Expense From Fleet (185,467) Subtotal 15,632,920$ Subtotal (15,632,920)$ $ 63,154,280 Grand Total $ (63,154,280)Grand Total 58 Fund Name Fund # 12/31/17 Estimated Fund Balance* 2018 Adopted Revenues 2018 Adopted Expenditures FY2018 Adopted Surplus (Deficit) 12/31/18 Estimated Unreserved Fund Balance Fund Balance as a % of Expenditures Fund Balance Reserve Policy General Fund 100 14,394,985 114,840,754 114,237,796 602,958 14,997,943 13.1%16.6% General Assistance Fund 175 402,539 953,500 1,265,921 (312,421) 90,118 7.1%N/A Human Services 176 70,806 828,471 859,153 (30,682) 40,124 4.7%N/A Good Neighbor Fund 180 - 1,000,000 1,000,000 - - N/A N/A Library 185 680,045 7,693,209 7,471,297 221,912 901,957 12.1%N/A Library - Debt Sevice 186 - 345,790 333,404 12,386 12,386 3.7%N/A Library - Capital 187 30,559 10,095,000 10,095,000 - 30,559 0.3%N/A Neighborhood Stabilization 195 - 95,147 94,821 326 326 0.3%N/A Motor Fuel Tax Fund 200 1,508,678 1,922,000 2,457,990 (535,990) 972,688 39.6%25.0% Emergency Telephone Fund 205 194,459 1,051,700 1,043,438 8,262 202,721 19.4%N/A Special Service Area # 4 210 (188,775) 370,000 370,000 - (188,775) -51.0%N/A CDBG 215 64,106 2,330,124 2,439,512 (109,388) (45,282) -1.9%N/A CDBG Loan 220 210,921 293,000 293,000 - 210,921 72.0%N/A Economic Development 225 - - - - - N/A N/A Neighborhood Improvement 235 169,915 - 100,000 (100,000) 69,915 69.9%N/A HOME 240 2,377 588,936 588,321 615 2,992 0.5%N/A Affordable Housing Fund 250 1,187,184 450,830 489,300 (38,470) 1,148,714 234.8%N/A Washington National TIF 300 3,287,040 5,770,000 9,207,040 (3,437,040) (150,000) -1.6%N/A Special Service Area #5 305 - - - - - N/A N/A Howard-Hartrey TIF 310 - - - - - N/A N/A Southwest TIF 315 - - - - - N/A N/A Debt Service 320 574,255 14,572,016 14,297,257 274,759 849,014 5.9%N/A Howard-Ridge TIF 330 344,211 4,385,400 4,681,500 (296,100) 48,111 1.0%N/A West Evanston TIF 335 430,058 150 40,000 (39,850) 390,208 975.5%N/A Dempster-Dodge TIF 340 14,586 275,000 72,666 202,334 216,920 298.5%N/A Chicago-Main TIF 345 90,507 425,000 108,999 316,001 406,508 372.9%N/A Special Service Area #6 350 294 221,500 221,500 - 294 0.1%N/A Capital Projects Fund 415 9,597,606 22,642,000 30,297,527 (7,655,527) 1,942,079 6.4%N/A Crown Captial 416 22,270 11,500,000 9,634,000 1,866,000 1,888,270 19.6%N/A Special Assessment Fund 420 2,754,789 461,367 585,217 (123,850) 2,630,939 449.6%N/A Parking System Fund 505 5,207,326 11,134,126 12,896,493 (1,762,367) 3,444,959 26.7%16.6% Water 510 6,537,297 45,695,656 45,663,506 32,150 6,569,447 14.4%10.0% Sewer 515 2,866,834 14,698,650 14,817,870 (119,220) 2,747,614 18.5%16.6% Solid Waste 520 (995,553) 4,851,361 5,109,701 (258,340) (1,253,893) -24.5%N/A Fleet Service 600 1,155,155 3,141,216 3,333,871 (192,655) 962,500 28.9%N/A Equipment Replacement 601 1,042,035 1,577,830 1,597,977 (20,147) 1,021,888 63.9%N/A Insurance 605 (5,105,572) 19,093,273 18,439,931 653,342 (4,452,230) -24.1%N/A Fire Pension 700 75,004,238 13,784,947 8,795,000 4,989,947 79,994,185 909.5%N/A Police Pension 705 112,572,674 18,719,704 12,525,000 6,194,704 118,767,378 948.2%N/A Total All Funds 234,127,849$ 335,807,657$ 335,464,008$ 343,649$ 234,471,498$ City of Evanston FY 2018 Proposed Budget Fund Balance Summary 59 GENERAL FUND, 114,237,796, 35% SOCIAL PROGRAMS, 3,219,895 , 1.0% MOTOR FUEL TAX FUEL, 2,457,990 , 0.7% EMERGENCY TELEPHONE (E911) FUND, 1,043,438 , 0.3% DEBT SERVICE FUND, 14,297,257 , 4.3% CAPITAL FUNDS, 39,931,527 , 11.9% PARKING FUND, 12,896,493 , 3.8% SEWER FUND, 14,817,870 , 4.4% SOLID WASTE FUND, 5,109,701 , 1.5% 5.3% FEDERAL PROGRAMS, 2,732,512 , 0.8% SPECIAL SERVICE AREAS, 1,176,717 , 0.4% ECONOMIC DEVELOPMENT, 1,177,621 , 0.4% TIF FUNDS , 14,110,205 , 4.2% WATER FUND, 45,663,506 , 13.6% FLEET FUND, 4,931,848 , 1.5% PENSION FUNDS, 21,320,000, 6.3% INSURANCE FUND, 18,439,931 , 5.5% 2018 Adopted Budget - All Funds $335,464,008 60 201 8 ADOPTED BUDGET Revenues Sources, Assumptions and Trends The following is a summary of major revenue sources, trends, and assumptions for the FY 2018 Adopted Budget: SALES TAXES – The City receives two types of sales taxes – one from the State of Illinois and another from a sales tax imposed through the City’s home-rule status. Both the State tax (retailers’ occupation tax- a.k.a. ROT) and the home rule tax rates are 1%, although the home rule tax is not assessed on “listed” property such as vehicles and most grocery food items and medications. INCOME TAX – Income tax is a State shared tax that is distributed on a per capita basis and is based on the average income statewide. Based on the year-to-date actual receipts and Illinois Municipal League (IML) estimates, staff anticipates receiving approximately $7.0 million in income tax revenues. This is mainly contributed to the distribution reduction by the State of Illinois. 61 201 8 ADOPTED BUDGET Revenues Sources, Assumptions and Trends REAL ESTATE TRANSFER TAX – The real estate transfer tax is imposed at $5 dollars per $1,000 increment of value on the sale or transfer of real estate in the City less certain exemptions as specified per City code. Real estate transfer tax revenues were budgeted based on year-to-date receipts in conjunction with an analysis of regional real estate sales trends. WATER REVENUES – Water revenues from Evanston’s water utility customers are expected to remain fairly constant from the prior year. This revenue is almost entirely dependent on water consumption with weather playing a major role, especially during the summer. Evanston water sales in FY2016 saw revenue increases due to sales to the City of Des Plaines. 62 201 8 ADOPTED BUDGET Revenues Sources, Assumptions and Trends SEWER REVENUES – This revenue is billed based on water consumption and the two revenues often go hand in hand. It is important to note that this revenue, unlike water, is not assessed to those communities outside of Evanston that purchase Evanston water. PARKING REVENUES – The City owns and operates parking meters, lots, and three major garages, which combined, will generate an estimated $6.9 million in revenues in FY 2018. 63 201 8 ADOPTED BUDGET Property Tax Levy Charts 64 201 8 ADOPTED BUDGET Property Tax Levy Charts 2014 ADOPTED LEVY 2015 ADOPTED LEVY 2016 ADOPTED LEVY 2017 ADOPTED LEVY $ VARIANCE INCREASE / (DECREASE) % VARIANCE INCREASE / (DECREASE) GENERAL FUND Gross Levy 8,841,731 8,556,481 7,889,028 8,060,613 171,586 2.2% Loss Factor*176,835 171,130 157,781 161,212 3,432 2.2% Net Levy - General Fund 8,664,896$ 8,385,351$ 7,731,247$ 7,899,401$ 168,154$ 2.2% GENERAL FUND - IMRF PENSION Gross Levy 2,777,778 2,719,691 2,719,691 2,548,105 (171,586) -6.3% Loss Factor*55,556 54,394 54,394 50,962 (3,432) -6.3% Net Levy - IMRF Pension 2,722,222$ 2,665,297$ 2,665,297$ 2,497,143$ (168,154)$ -6.3% GENERAL ASSISTANCE FUND Gross Levy 1,376,074 816,327 918,367 918,367 - 0.0% Loss Factor*27,521 16,327 18,367 18,367 - 0.0% Net Levy - General Assistance 1,348,553$ 800,000$ 900,000$ 900,000$ -$ 0.0% SOLID WASTE FUND Gross Levy - - - 418,367 418,367 100.0% Loss Factor*- - - 8,367 8,367 100.0% Net Levy - Debt Service -$ -$ -$ 410,000$ 410,000$ 100.0% TOTAL CITY AND GA FUND $ 12,735,671 $ 11,850,648 $ 11,296,544 $ 11,706,544 $ 410,000 3.63% FIRE PENSION FUND Gross Levy 6,185,281 7,215,168 8,029,295 8,229,538 200,243 2.5% Loss Factor*123,706 144,303 160,586 164,591 4,005 2.5% Net Levy - Fire Pension 6,061,575$ 7,070,865$ 7,868,709$ 8,064,947$ 196,238$ 2.5% POLICE PENSION FUND Gross Levy 8,551,232 9,240,755 10,114,490 10,344,596 230,106 2.3% Loss Factor*171,025 184,815 202,290 206,892 4,602 2.3% Net Levy - Police Pension 8,380,207$ 9,055,940$ 9,912,200$ 10,137,704$ 225,504$ 2.3% DEBT SERVICE FUND Gross Levy 11,275,348 11,275,348 11,102,034 11,102,034 - 0.0% Loss Factor*225,507 225,507 222,041 222,041 - 0.0% Net Levy - Debt Service 11,049,841$ 11,049,841$ 10,879,993$ 10,879,993$ -$ 0.0% TOTAL CITY LEVY Gross Levy 39,007,443 39,823,770 40,772,904 41,203,253 430,349 1.1% Loss Factor*780,149 796,475 815,458 824,065 8,607 1.1% TOTAL CITY NET LEVY $ 38,227,294 $ 39,027,294 $ 39,957,446 $ 40,789,188 $ 831,742 2.08% LIBRARY FUND Gross Levy 5,932,148 6,177,735 6,412,610 6,761,668 349,058 5.4% Loss Factor*118,643 123,555 128,252 135,233 6,981 5.4% Net Levy - Library 5,813,505$ 6,054,180$ 6,284,358$ 6,626,435$ 342,077$ 5.4% LIBRARY FUND - DEBT SERVICE Gross Levy 617,488 393,409 353,015 352,847 (168) 0.0% Loss Factor*12,350 7,714 7,060 7,057 (3) 0.0% Net Levy - Library Debt 605,138$ 385,695$ 345,955$ 345,790$ (165)$ 0.0% TOTAL LIBRARY LEVY Gross Levy 6,549,636 6,571,144 6,765,626 7,114,515 348,890 5.2% Loss Factor*130,993 131,269 135,313 142,290 6,978 5.2% TOTAL LIBRARY NET LEVY $ 6,418,643 $ 6,439,875 $ 6,630,313 $ 6,972,225 $ 341,912 5.16% TOTAL CITY AND LIBRARY LEVIES $ 44,645,937 $ 45,467,169 $ 46,587,759 $ 47,761,413 $ 1,173,654 2.52% 65 PART III GENERAL FUND BUDGET 66 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Property Taxes 27,302,687 28,639,628 28,355,909 28,849,196 51015 - PROPERTY TAXES 11,070,018 10,608,719 10,325,000 10,396,545 51017 - PENSION PROPERTY TAX 16,228,964 17,780,909 17,780,909 18,202,651 51025 - PRIOR YEAR'S TAXES 3,706 250,000 250,000 250,000 Other Taxes 44,156,868 49,402,274 47,432,274 49,742,274 51515 - STATE USE TAX 1,809,147 1,750,000 1,775,000 1,775,000 51525 - SALES TAX - BASIC 9,966,853 10,942,386 10,552,386 10,542,386 51530 - SALES TAX - HOME RULE 6,156,529 6,613,588 6,223,588 6,413,588 51535 - AUTO RENTAL TAX 57,375 50,000 50,000 55,000 51536 - TRANSPORTATION NETWORK PROVIDER TAX - - - 100,000 51540 - ATHLETIC CONTEST TAX 918,370 1,000,000 1,000,000 1,080,000 51545 - STATE INCOME TAX 7,155,930 7,800,000 7,010,000 7,000,000 51550 - MUNICIPAL HOTEL TAX - 2,100,000 2,100,000 2,390,000 51565 - ELECTRIC UTILITY TAX 2,963,410 3,000,000 3,000,000 3,050,000 51570 - NATURAL GAS UTILITY TAX 870,092 1,300,000 1,200,000 1,325,000 51575 - NAT GAS USE TAX HOME RULE 748,870 900,000 800,000 900,000 51585 - CIGARETTE TAX 420,074 200,000 200,000 200,000 51590 - EVANSTON MOTOR FUEL TAX 796,485 750,000 800,000 1,015,000 51595 - LIQUOR TAX 2,647,321 3,100,000 3,105,000 3,120,000 51597 - MEDICAL CANNABIS TAX 1,255 10,000 - - 51600 - PARKING TAX 2,616,846 3,170,000 2,900,000 3,450,000 51605 - PERSONAL PROPERTY REPLACEMENT TAX 816,037 800,000 800,000 800,000 51606 - PENSION PPRT 605,000 605,000 605,000 605,000 51610 - PERS PROP REPL TAX RECREATION - 46,300 46,300 46,300 51620 - REAL ESTATE TRANSFER TAX 3,527,714 3,100,000 3,100,000 3,300,000 51625 - TELECOMMUNICATIONS TAX 2,079,563 1,900,000 1,900,000 2,100,000 51630 - AMUSEMENT TAX - 265,000 265,000 315,000 53252 - SURFACE LOT PERMITS - - - 160,000 Other Revenue 1,338,382 2,138,046 2,098,792 1,300,217 52546 - POLICE EQUIPMENT REIMBURSEMENT 8,033 4,500 11,000 10,000 53568 - TRANSFER FROM RESTRICTED ACCOUNT 111,076 77,217 77,217 89,217 53632 - REIMBURSEMENTS 36,284 - - - 55166 - Holiday Food Drive Revenue 9,205 10,000 10,000 10,000 56002 - WOMEN OUT WALKING 6,446 5,000 5,000 5,000 56006 - FORFEITED FSA 30,327 - - - 56010 - PROPERTY SALES AND RENTAL 93,379 103,100 93,015 51,100 56011 - DONATIONS 18,725 31,400 34,700 30,400 56016 - Aging Well Conference Revenues - - 1,400 - 56045 - MISCELLANEOUS REVENUE 117,055 321,779 329,945 253,500 56049 - MARKET LINK VOUCHERS 23,398 15,000 15,000 30,000 56065 - SALE OF SURPLUS PROPERTY 931 550 2,150 1,500 56067 - REIMBURSEMENTS-SERVICES AND SUPPLIES 37,460 4,000 22,865 4,000 56068 - REIMB. SALT USAGE DIST 65 ETHS NW 36,619 75,000 75,000 75,000 56069 - REIMBURSEMENT FOR FIRE DEPARTMENT SERVICES 93,997 75,000 75,000 75,000 56105 - PAYMENT IN LIEU OF TAXES 61,500 267,000 267,000 267,000 56106 - FUND BALANCE APPLIED - 1,016,000 1,016,000 266,000 56134 - PRIVATE ELM TREE INSURANCE MONEY 38,710 41,000 41,000 41,000 56157 - CITIZENS CPR CLASS FEES 8,798 6,500 7,500 6,500 56158 - CHARGEBACK REVENUE 360,235 - - - 56175 - PARKING PERMITS-RYAN FIELD 16,876 15,000 15,000 15,000 56587 - SALE OF LAND 229,379 70,000 - 70,000 Licenses, Permits and Fees 17,934,463 17,259,650 14,386,430 12,397,400 52010 - VEHICLE LICENSES 2,609,917 2,850,000 2,850,000 2,850,000 52015 - BUSINESS LICENSES 89,205 50,000 50,150 50,000 52016 - BED & BREAKFAST LICENSE 205 150 150 150 52017 - COLLECTION BOX LICENSE 2,100 2,500 2,500 2,500 52020 - PET LICENSES 20,115 28,000 28,000 28,000 52030 - CONTRACTORS' LICENSES 164,682 150,000 150,000 170,000 52035 - ROOMING HOUSE LICENSES 163,899 215,000 215,000 225,000 52040 - LIQUOR LICENSES 525,139 500,000 500,000 525,000 52041 - ONE DAY LIQUOR LICENSE 10,130 12,000 12,000 12,000 52045 - FARMERS' MARKET LICENSES 48,763 50,000 50,000 51,250 52046 - RENTAL BUILDING REGISTRATIONS 44,260 75,000 90,000 85,000 52050 - OTHER LICENSES - 20,000 20,000 20,000 52055 - LONG TERM CARE LICENSES 94,180 120,000 120,000 120,000 52061 - SEASONAL FOOD ESTABLISHMENT LICENSE 10,938 20,000 20,000 15,000 52062 - MOBILE FOOD VEHICLE VENDOR LICENSE 1,514 1,000 1,030 1,000 52063 - HEN COOP LICENSE 1,000 800 800 800 52070 - RESIDENT CARE HOME LICENSE 1,120 600 1,200 1,200 General Fund - All Revenue 67 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 52080 - BUILDING PERMITS 8,485,571 9,232,000 6,636,000 4,585,900 52090 - PLUMBING PERMITS 172,363 200,000 175,000 180,000 52095 - ELECTRICAL PERMITS 193,234 300,000 175,000 200,000 52105 - SIGNS AND AWNING PERMITS 10,519 10,000 10,000 10,000 52110 - OTHER/MISC PERMITS 503,239 475,000 475,000 513,000 52115 - ELEVATOR PERMITS 42,010 30,000 40,000 42,000 52120 - HEATING VENT. A/C PERMITS 705,303 700,000 500,000 450,000 52126 - RIGHT-OF-WAY PERMIT 669,806 450,000 450,000 450,000 52127 - PROPERTY CLEAN UP REVENUE 492 20,000 20,000 10,000 52130 - RESIDENTS ANNUAL PARKING PERMITS 104,144 128,000 128,000 128,000 52131 - VISITOR PARKING PERMITS 15,431 13,000 13,000 13,000 52135 - FIRE PLAN REVIEW 111,027 110,000 110,000 110,000 52145 - ANNUAL SIGN FEES 24,593 20,000 20,000 25,000 52146 - MOVING VAN PERMIT FEES 30,310 50,000 50,000 50,000 52155 - PLAT PR.&SIGN APP HRG FEE 1,750 2,100 2,100 2,100 52165 - IL BELL FRANCHISE FEE 243,623 - - - 52170 - ALARM PANEL FRANCHISE FEE 1,680 4,000 4,000 4,000 52175 - NU EASEMENT - - 47,000 47,000 52180 - CABLE FRANCHISE FEE 1,307,634 1,200,000 1,200,000 1,200,000 52181 - PEG FEES - CABLE COMPANIES 200,892 145,000 155,000 145,000 52185 - NICOR FRANCHISE FEE 59,379 75,000 65,000 75,000 52187 - TRANSFER STATION FEES 1,263,248 - - - 55075 - SUMMER FOOD INSPECTIONS 1,050 200 200 200 55150 - TANNING PARLOUR INSPECTION - 300 300 300 Charges for Services 8,777,295 8,933,395 9,434,165 10,077,550 52085 - PLAN REVIEW 2,784 5,000 5,000 5,000 53105 - HEALTH FOOD ESTABLISHMENT LICENSE FEE 230,129 190,000 215,000 200,000 53185 - TEMPORARY FOOD LICENSE 10,765 7,500 10,000 10,000 53190 - FOOD DELIVERY VEHICLE 5,100 5,000 5,000 5,000 53200 - BEV SNACK VENDING MACHINE 36,275 30,000 44,900 31,000 53210 - TOBACCO LICENSE 11,922 17,000 17,000 17,000 53211 - BEEKEEPER LICENSE FEE 100 - - - 53215 - BIRTH CERTIFICATE 119,141 95,000 120,000 110,000 53220 - DEATH CERTIFICATE 20,873 36,000 36,000 36,000 53225 - DEATH CERTIFICATE - 16 OB 131 - 35 - 53230 - FUNERAL DIRECTOR LICENSE 4,787 6,300 6,300 6,300 53235 - TEMP FUNERAL DIRECTOR LICENSE 3,124 4,000 4,000 4,000 53251 - PARKING METER REVENUE (Passport)640,000 640,000 640,000 1,340,000 53516 - PARKING ENFORCEMT REIMB 47,835 - 33,000 33,500 53560 - RECREATION - CHARGES FOR SERVICES 3,909 3,000 3,000 3,000 53565 - RECREATION PROGRAM FEES 5,394,237 5,647,895 5,911,520 5,882,750 53566 - RECREATION - DEFERRED REVENUE 3,417 - - - 53569 - SPECIAL EVENT REVENUE 27,341 25,500 26,500 25,500 53635 - WEIGHTS AND MEASURES EX 80 1,200 - - 53640 - SENIOR TAXI COUPON SALES 82,067 100,000 100,000 115,000 53650 - STATE HIGHWAY MAINTENANCE 82,491 68,000 68,000 68,000 53655 - FIRE COST RECOVERY CHARGE 1,920 1,000 1,600 1,000 53666 - HISTORIC PRESERVATION REVIEWS 46,873 8,000 8,160 20,000 53667 - TREE PRESERVATION REVENUES 15,926 3,500 14,750 10,000 53675 - AMBULANCE SERVICE 1,645,173 1,750,000 1,750,000 1,750,000 53680 - TOWING CHARGES - 1,000 1,000 1,000 53685 - POLICE REPORT FEES 25,705 20,000 22,250 25,000 53690 - WOOD RECYCLING 27,514 40,000 40,000 40,000 53695 - ZONING FEES 63,745 60,000 63,050 75,000 53700 - FIRE REPORT FEES 60 100 100 100 53705 - FIRE BUILDING INSPECTIONS 13,655 9,000 17,600 13,000 53710 - PASSPORT PROCESSING FEE 15,364 6,000 35,000 35,000 53715 - ALARM REGISTRATION FEE 97,065 125,000 125,000 125,000 53720 - SKOKIE ANIMAL BOARD FEE - 8,000 - - 53725 - BACKGR CHKS DAYCARE PROV 450 400 400 400 53736 - NEW PAVEMENT DEGRADATION FEES 97,387 10,000 100,000 80,000 53737 - I HEART EVANSTON TREES PROJECT (50) 10,000 10,000 10,000 Fines and Forfeitures 3,611,901 3,810,000 3,720,500 3,897,500 52505 - TICKET FINES-PARKING 2,815,728 2,750,000 2,750,000 2,850,000 52510 - REGULAR FINES 110,906 115,000 115,000 115,000 52520 - BUILDING CODE VIOLATIONS 335 - - - 52525 - ANIMAL ORDINANCE PENALTIES 1,310 15,000 7,500 7,500 52530 - BOOT RELEASE FEE 53,450 45,000 45,000 45,000 52540 - POLICE & FIRE FALSE ALARM FEES 57,155 115,000 115,000 115,000 52541 - POLICE CTA DETAIL & BARNES DET 278,392 400,000 400,000 400,000 52542 - POLICE DUI REIMBURSEMENT - 15,000 15,000 15,000 52545 - POLICE FALSE ALARM FINES 38,760 - - - 68 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 52555 - HOUSING CODE VIOL FINES 57,680 65,000 65,000 60,000 52560 - PERMIT PENALTY FEES 8,841 8,000 8,000 8,000 52570 - NON PARKING ORDINANCE VIOLATIONS 189,345 250,000 200,000 250,000 56025 - DAMAGE TO SIGNAGE - 2,000 - 2,000 56030 - DAMAGE TO TRAFFIC SIGNALS - 20,000 - 20,000 56031 - DAMAGE TO STREET LIGHTS - 10,000 - 10,000 Interfund Transfers 8,099,626 7,455,774 8,196,417 7,748,417 57007 - FROM WEST EVANSTON TIF 30,000 30,000 30,000 30,000 57012 - FROM NSP2 GRANT FUND 13,279 - - - 57020 - FROM MOTOR FUEL FUND-S/M 833,000 857,990 857,990 957,990 57030 - TRANSFER FROM CDBG - 330,701 330,701 330,701 57040 - FROM EMERGENCY TEL SYSTEM 129,729 60,000 60,000 60,000 57050 - FROM ECON DEV FUND 849,996 - - - 57057 - TRANSFER FROM OTHER FUNDS 91,445 - 178,000 - 57058 - TRANSFER FROM GOOD NEIGHBOR FUND 500,000 500,000 500,000 480,000 57065 - FROM WASHINGTON NAT'L DS 350,000 350,000 500,000 550,000 57070 - FROM HOW HARTREY DEBT SER 152,450 87,357 - - 57096 - FROM HOWARD RIDGE TIF 60,000 60,000 60,000 60,000 57100 - FROM CAPITAL IMP. FUND 490,000 500,000 500,000 500,000 57130 - FROM PARKING FUND 900,000 900,000 1,400,000 900,000 57135 - FROM WATER FUND 162,235 242,235 242,235 242,235 57140 - FROM WATER FUND-ROI 2,531,102 2,531,102 2,531,102 2,581,102 57145 - FROM WATER FUND-ADMIN. EX 676,222 676,222 676,222 726,222 57165 - FROM SEWER FUND 330,167 330,167 330,167 330,167 Intergovernmental Revenue 1,238,785 1,089,965 1,255,122 778,100 55025 - LOCAL HEALTH PROTECTION GRANT 76,181 76,000 76,200 76,000 55085 - IL TOBACCO FREE COMMUNITY 21,039 26,000 26,000 26,000 55086 - IL HIV SURVEILLANCE GRANT 267 4,000 4,000 4,000 55130 - IL STATE CHILDHOOD LEAD GRANT 2,484 2,000 2,007 2,000 55146 - STATE, COUNTY AND OTHER GRANTS 137,702 51,000 96,230 57,000 55170 - FIRE DEPT TRAINING - 6,000 6,000 6,000 55173 - CRI GRANT-REVENUE HHS 45,075 14,100 31,710 14,100 55174 - PHEP GRANT-REVENUE HHS 71,526 30,000 45,250 30,000 55190 - EVANSTON TOWNSHIP-HOUSING 1,426 - - - 55231 - LEAD PAINT HAZARD GRANT - 100,000 30,000 - 55251 - GRANTS AND AID 345,150 228,000 402,725 8,000 55255 - COMM AGING GRANT - ADVOCATE 98,598 80,000 95,000 95,000 55256 - IL VACANT PROPERTY GRANT 5,575 - - - 55265 - FEMA 38,613 - - - 55270 - POLICE TRAINING 250 5,000 5,000 5,000 55275 - HUD EMERG SHELTER GRANTS 106,218 135,000 135,000 135,000 55290 - OTHER FEDERAL AID 2,016 42,865 10,000 10,000 55311 - YOUTH ORGANIZATION UMBRELLA GRANT 36,666 40,000 40,000 40,000 57009 - TRANSFERS FROM LIBRARY FUND 250,000 250,000 250,000 270,000 Interest Income 30,285 50,100 50,100 50,100 56501 - INVESTMENT INCOME 30,285 50,100 50,100 50,100 Grand Total $ 112,490,292 $ 118,778,832 $ 114,929,709 $ 114,840,754 69 2018 ADOPTED BUDGET - GENERAL FUND City Council The City Council consists of the Mayor, who is elected at large, and nine aldermen, one elected from each of the nine wards for a term of four years. The City Council formulates policies to guide the orderly development and administration of the City; determines the use of tax dollars and other funding sources to meet the City's needs; holds public hearings to provide citizens with opportunities to be heard; participates in conferences, forums, and meetings of legislative groups and associations; keeps its constituency informed of City issues and activities through ward meetings and public forums, and responds to citizen requests for services and information. Financial Summary 2018 City Council Goals  Invest in City Infrastructure and Facilities  Enhance Community Development and Job Creation Citywide  Expand Affordable Housing Options  Further Police/Community Relations Initiatives  Ensure Equity in All City Operations  Stabilize Long-term City Finances Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected Number of ordinances adopted 164 120 130 Number of resolutions adopted 72 100 120 Updated board, committee, commission rosters 35 37 37 Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 13 CITY COUNCIL 433,601 498,189 503,036 492,806 Grand Total $ 433,601 $ 498,189 $ 503,036 $ 492,806 70 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 241,112$ 280,586$ 270,079$ 288,766$ 61010 - REGULAR PAY 215,266 253,085 240,630 251,952 61420 - ANNUAL SICK LEAVE PAYOUT 1,508 - - - 61615 - LIFE INSURANCE - - - 108 61626 - CELL PHONE ALLOWANCE - - 6,000 9,000 61710 - IMRF 8,511 8,290 7,997 7,662 61725 - SOCIAL SECURITY 12,827 15,570 12,523 16,245 61730 - MEDICARE 3,000 3,641 2,929 3,799 Services and Supplies 60,347$ 72,313$ 64,219$ 64,319$ 62206 - TV BROADCASTING - 4,165 500 500 62210 - PRINTING 204 2,904 500 700 62275 - POSTAGE CHARGEBACKS 197 333 333 333 62280 - OVERNIGHT MAIL CHARGES - 167 167 167 62285 - COURIER CHARGES 126 300 600 300 62295 - TRAINING & TRAVEL 6,076 8,000 8,000 8,000 62360 - MEMBERSHIP DUES 44,926 38,000 45,000 38,000 62370 - EXPENSE ALLOWANCE 145 9,125 1,000 7,000 62380 - COPY MACHINE CHARGES 1,068 619 619 619 62456 - OUTSIDE MAIL SERVICES 108 4,000 500 4,000 64505 - TELECOMMUNICATIONS 930 - - - 64540 - TELECOMMUNICATIONS - WIRELESS 286 500 300 500 65010 - BOOKS, PUBLICATIONS, MAPS 37 200 200 200 65025 - FOOD 5,837 2,500 5,000 2,500 65095 - OFFICE SUPPLIES 406 1,500 1,500 1,500 Miscellaneous 8,844$ 7,829$ 6,474$ 7,165$ 62490 - OTHER PROGRAM COSTS 482 3,664 2,000 3,000 62605 - OTHER CHARGES - - 309 - 62770 - MISCELLANEOUS 8,362 - - - 66062 - SISTER CITY FUNDING - 4,165 4,165 4,165 Insurance and Other Chargebacks 121,094$ 135,169$ 159,972$ 130,195$ 61510 - HEALTH INSURANCE 121,094 133,369 159,972 128,395 66059 - HEALTH INSURANCE OPT OUT EXPENSE - 1,800 - 1,800 Interfund Transfers 2,204$ 2,292$ 2,292$ 2,361$ 66025 - TRANSFER TO DEBT SERVICE - ERI 2,204 2,292 2,292 2,361 Grand Total $ 433,601 $ 498,189 $ 503,036 $ 492,806 71 201 8 ADOPTED BUDGET - GENERAL FUND City Clerk The City Clerk records the minutes for the City Council and staffs special Council committees. The Clerk produces official minutes of all Council meetings; maintains the City Code and official City records; serves as the local election official; is the deputy registrar for voter registration; and performs other election-related activities.The City Clerk also assists the Mayor, Aldermen, and staff with special projects and activities and represents the City at various meetings, if requested. The City Clerk shall be the custodian and keeper of all the books, records, ordinances and papers of the City. Financial Summary 2018 City Clerk Office Goals  Continued coordination of FOIA requests, and developing a process to electronically log and file the disposition of FOIA requests.  The Clerk’s Office will continue to maintain a copy of all certifications of the FOIA and Open Meetings Act (OMA) designee.  Increasing efforts to allow web access for all documents requested from the Clerk’s Office to be more accessible to citizens and non-citizens.  The City Clerk’s Office will continue to provide voter registration service. Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 56045 - MISCELLANEOUS REVENUE 1,426 2,500 500 500 56070 - OVER AND SHORT (1) - - - 53710 - PASSPORT PROCESSING FEE 15,364 6,000 - - Grand Total $ 16,789 $ 8,500 $ 500 $ 500 Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 1400 CITY CLERK 294,665 275,488 312,291 191,784 Grand Total $ 294,665 $ 275,488 $ 312,291 $ 191,784 72 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 230,782$ 211,306$ 228,922$ 133,760$ 61010 - REGULAR PAY 180,926 179,961 189,302 118,023 61110 - OVERTIME PAY 14,989 - 10,000 - 61710 - IMRF 20,454 17,644 15,313 5,892 61725 - SOCIAL SECURITY 11,682 11,104 11,595 7,979 61730 - MEDICARE 2,732 2,597 2,712 1,866 Services and Supplies 27,239$ 26,931$ 51,331$ 31,021$ 61060 - SEASONAL EMPLOYEES - - 21,301 - 62130 - LEGAL SERVICES-GENERAL - - 5,000 - 62210 - PRINTING 117 876 200 876 62275 - POSTAGE CHARGEBACKS 826 200 200 200 62280 - OVERNIGHT MAIL CHARGES - 65 65 65 62295 - TRAINING & TRAVEL 10,343 5,000 1,000 2,000 62315 - POSTAGE 536 35 35 - 62360 - MEMBERSHIP DUES 1,951 525 1,000 525 62380 - COPY MACHINE CHARGES 690 400 400 - 62457 - CODIFICATION SERVICES 9,052 17,330 17,330 16,330 65010 - BOOKS, PUBLICATIONS, MAPS 125 - - - 65025 - FOOD 32 - - - 65095 - OFFICE SUPPLIES 3,565 2,000 4,300 1,525 65175 - ELECTION SUPPLIES - 500 500 9,500 Insurance and Other Chargebacks 32,741$ 33,192$ 27,979$ 21,944$ 61510 - HEALTH INSURANCE 31,991 33,192 27,979 21,944 66059 - HEALTH INSURANCE OPT OUT EXPENSE 750 - - - Interfund Transfers 3,903$ 4,059$ 4,059$ 5,059$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE - - - 500 62309 - RENTAL OF AUTO REPLACEMENT - - - 500 66025 - TRANSFER TO DEBT SERVICE - ERI 3,903 4,059 4,059 4,059 Grand Total $ 294,665 $ 275,488 $ 312,291 $ 191,784 73 201 8 ADOPTED BUDGET - GENERAL FUND City Manager’s Office The City Manager and the staff of the City Manager’s Office develop and analyze public policy alternatives and direct the administration and execution of the policies and goals formulated by the City Council. Responsibilities include: advising the Council on present and future financial, personnel, and program needs; implementing immediate and long-range City priorities; establishing procedures which will assist the City in serving its citizens; and supervising all City departments. Additionally, staff is involved in assisting with large-scale economic development projects, volunteer efforts, program evaluation, environmental sustainability, and policy analysis. The City Manager’s Office coordinates the preparation of the City Council agenda, reviews all items being considered before the governing body, and responds to inquiries from citizens and elected officials. City Manager’s Office staff work closely with the public to resolve service delivery problems as well as disseminate information about the City’s policies. Staff monitors legislation both in Springfield and Washington D.C. to determine the potential impact on Evanston residents, businesses, and government. The Office also responds to a wide variety of general inquiries. Financial Summary *Economic Development (5300) moved to Community Development Department for 2018. **Finance Administration (1560) includes major transfers to other funds. Revenues FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 1505 CITY MANAGER 2,374 - - - 1510 PUBLIC INFORMATION 1,508,526 1,345,000 1,355,000 1,345,000 1555 FINANCIAL ADMINISTRATION 1,263,248 - - - 1560 REVENUE & COLLECTIONS 67,072,340 70,224,967 68,733,461 70,356,236 1570 ACCOUNTING 325,663 - 4,500 - 1575 PURCHASING 3,122 2,500 6,500 3,000 1585 ADMINISTRATIVE HEARINGS - 262,000 212,000 262,000 5300 ECON. DEVELOPMENT - 2,445,379 2,445,379 - Grand Total $ 70,175,272 $ 74,279,846 $ 72,756,840 $ 71,966,236 Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 1505 CITY MANAGER 654,761 672,204 754,908 837,157 1510 PUBLIC INFORMATION 541,293 544,582 534,576 636,195 1525 MISC. BUSINESS OPERATIONS 69,100 200,000 50,000 200,000 1535 SUSTAINABILTY GRANT 121,432 120,352 62,799 47,277 1555 FINANCIAL ADMINISTRATION 2,050,399 2,451,113 649,663 1,378,196 1560 REVENUE & COLLECTIONS 2,558,055 2,530,382 2,215,271 2,918,561 1570 ACCOUNTING 837,346 768,107 734,762 710,285 1571 TAX ASSESSMENT ADVOCACY 99,400 95,276 97,061 96,921 1575 PURCHASING 359,210 384,776 343,141 310,319 1580 COMMUNITY ARTS 178,768 170,911 171,211 173,315 1581 PARKING ENFORCEMENT & TICKETS 152 - - - 1582 SCHOOL CROSSING GUARDS - - - - 5300 ECON. DEVELOPMENT - 1,756,664 1,426,942 - Grand Total $ 7,471,734 $ 9,878,454 $ 7,162,314 $ 7,540,597 74 201 8 ADOPTED BUDGET - GENERAL FUND City Manager’s Office City Council Goal Performance City Council Goal Department Initiative City Facilities Finish the phase 2 upgrade to City Channel 16. This will result in the output of a true HD signal for streaming, improve broadcast image quality, and reduce staff production time. Economic Development Continue efforts to promote and attract "experience-based" businesses and build upon efforts generated through Evanston Explorers, a group that supports businesses that are family-friendly and kid-oriented. Economic Development City Streets City Facilities Implementing Managing to Livability effort, the city will select a subset of community scale outcomes from the STAR Rating System to measure, track and report. Financial Policies and City Debt Implement a new city-wide Purchasing Card. 2018 Initiatives  Facilitate greater collaboration between Evanston’s business and arts communities.  Convene two annual meetings with the “Sustain Evanston” network with a focus on incorporating environmental, economic, and social elements into collaborative programs and projects  Expand the Community Ambassadors Program to include a second cohort.  Streamline the Boards, Commission and Committee application process. Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected Prepare agendas and materials for regular and special City Council, Planning and Development, Rules and Administration and Public Works meetings 87 95 100 Number of new volunteers registered on the VolunteerEvanston.org website 573 720 800 Number of new Agencies registered on the VolunteerEvanston.org website 54 70 75 Number of volunteer responses on the VolunteerEvanston.org website 250 675 750 311 center service requests handled 70 75 75 75 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 2,615,307$ 3,537,059$ 3,025,626$ 2,934,326$ 61010 - REGULAR PAY 2,110,783 3,038,145 2,547,022 2,503,987 61050 - PERMANENT PART-TIME 1,476 - - - 61055 - TEMPORARY EMPLOYEES 593 - - - 61110 - OVERTIME PAY 6,989 14,800 7,673 3,700 61415 - TERMINATION PAYOUTS 61,374 - 7,565 - 61420 - ANNUAL SICK LEAVE PAYOUT 13,444 - 3,775 - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)13,508 - - - 61610 - DENTAL INSURANCE - - 1,287 - 61615 - LIFE INSURANCE 5 51 382 2,424 61625 - AUTO ALLOWANCE 11,037 10,980 11,230 10,980 61626 - CELL PHONE ALLOWANCE 5,448 8,016 8,016 4,944 61710 - IMRF 229,017 266,834 246,045 222,288 61725 - SOCIAL SECURITY 129,013 158,778 155,836 148,830 61730 - MEDICARE 32,619 39,455 36,795 37,173 Services and Supplies 1,145,977$ 1,919,230$ 1,987,728$ 1,208,540$ 61060 - SEASONAL EMPLOYEES 63,406 24,696 113,974 39,698 62110 - AUDITING 157,250 100,000 100,000 100,000 62185 - CONSULTING SERVICES 85,217 160,000 104,500 65,000 62205 - ADVERTISING 16,881 17,794 13,800 13,200 62210 - PRINTING 2,004 3,932 15,900 7,100 62235 - OFFICE EQUIPMENT MAINT - 100 100 100 62275 - POSTAGE CHARGEBACKS 3,391 9,899 9,899 7,499 62280 - OVERNIGHT MAIL CHARGES 685 967 967 767 62295 - TRAINING & TRAVEL 33,176 52,589 39,442 35,089 62315 - POSTAGE 59,199 43,599 43,599 43,499 62340 - COMPTER LICENSE & SUPP 1,982 - - - 62341 - INTERNET SOLUTION PROVIDERS 5,000 - - - 62346 - REAL ESTATE TAX PAYMENTS TO COUNTY - 25,000 12,500 - 62360 - MEMBERSHIP DUES 25,354 28,533 30,633 24,933 62380 - COPY MACHINE CHARGES 5,954 3,450 3,450 3,450 62431 - ARMORED CAR SERVICES 4,217 17,000 19,000 17,000 62449 - CITATION AND SECONDARY COLLECTION PROCESSING 362,144 320,000 375,000 195,000 62456 - OUTSIDE MAIL SERVICES 33 - 150 - 62458 - OUTSIDE COPY SERVICES - 750 750 250 62506 - WORK- STUDY 2,428 3,300 2,500 3,300 62509 - SERVICE AGREEMENTS/ CONTRACTS 2,682 78,000 46,000 185,000 62615 - INSURANCE PREMIUM 450 50 600 50 62659 - ECONOMIC DEVELOPMENT PARTNERSHIP CONTRIBUTIONS - 200,000 200,000 - 62660 - BUSINESS ATTRACTION - 150,000 132,000 - 62662 - BUSINESS RETENTION / EXPANSION INVESTMENTS - 250,000 200,000 - 62665 - CONTRIB TO OTHER AGENCIES 7,762 50,000 10,000 50,000 62705 - BANK SERVICE CHARGES 89,925 - 73,245 30,000 62706 - REVENUE SHARING AGREEMENTS 89,101 325,000 325,000 325,000 64004 - PEG FEE DISTRIBUTION 57,788 - 50,000 - 64505 - TELECOMMUNICATIONS 2,290 - 700 - 64540 - TELECOMMUNICATIONS - WIRELESS 2,342 - 2,000 2,000 64541 - UTILITY TAX AUDIT SERVICES 33,516 2,000 7,000 10,800 64545 - PERSONAL COMPUTER SOFTWARE 3,631 3,500 5,525 1,000 65010 - BOOKS, PUBLICATIONS, MAPS 944 1,383 619 800 65025 - FOOD 75 - - - 65045 - LICENSING/REGULATORY SUPP 5,642 37,000 37,000 37,000 65070 - OFFICE/OTHER EQT MTN MATL 420 - - - 65095 - OFFICE SUPPLIES 11,762 9,633 11,600 9,950 65125 - OTHER COMMODITIES 9,009 880 100 880 65620 - OFFICE MACH. & EQUIP.239 - - - 65635 - PERIODICALS 79 175 175 175 Miscellaneous 487,201$ 28,167$ 24,997$ 12,167$ 61655 - INTEREST EXPENSE 7,300 - - - 62490 - OTHER PROGRAM COSTS 15,964 18,550 15,380 2,550 62605 - OTHER CHARGES 314,299 9,617 9,617 9,617 62770 - MISCELLANEOUS 149,638 - - - Insurance and Other Chargebacks 821,563$ 572,472$ 518,237$ 1,216,845$ 61510 - HEALTH INSURANCE 351,580 493,635 441,200 455,456 66030 - TRANSFER TO INSURANCE - RISK 9,588 9,589 9,589 9,589 66040 - GENERAL ADMINISTRATION & SUPPORT 58,446 50,000 50,000 50,000 66059 - HEALTH INSURANCE OPT OUT EXPENSE 1,950 1,800 - 1,800 66130 - TRANSFER TO INSURANCE 400,000 17,448 17,448 700,000 76 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Capital Outlay 7,440$ 353,500$ 419,700$ -$ 65522 - BUSINESS DISTRICT IMPROVEMENTS - 350,000 418,200 - 65625 - FURNITURE & FIXTURES 7,440 3,500 1,500 - Contingencies 50,000$ 200,000$ 50,000$ 200,000$ 68205 - CONTINGENCIES 50,000 200,000 50,000 200,000 Interfund Transfers 2,344,245$ 3,268,026$ 1,136,026$ 1,968,719$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 443 443 443 443 66020 - TRANSFERS TO OTHER FUNDS 1,296,701 1,444,663 1,044,663 1,891,042 66025 - TRANSFER TO DEBT SERVICE - ERI 72,101 90,920 90,920 77,234 66156 - TRANSFER TO CAPITAL IMPROVEMENT FUND 575,000 1,732,000 - - 69320 - TRANSFERS TO DEBT SERVICE FUND 400,000 - - - Grand Total $ 7,471,734 $ 9,878,454 $ 7,162,314 $ 7,540,597 77 201 8 ADOPTED BUDGET - GENERAL FUND Law Department The Law Department provides all legal services for the City. The Department gives legal advice and counsel to the City Council and standing committees, City Manager, City staff, elected officials, and City boards and commissions. The Department drafts ordinances and resolutions. The Department represents the City in federal and state court, and as necessary, at administrative adjudication hearings. The Department represents the City in all general litigation matters including, but not limited to, general tort litigation, personal injury, property damage, employment discrimination, civil rights, and special assessments. The Department prepares or reviews all contracts, leases, easements and plats, and provides legal counsel regarding public bidding and procurement. The Department assists the Mayor in administering liquor licensing activities in the City. The Department, through the Insurance Fund, supervises the general liability third-party administration of claims. The Department recommends the purchase of insurance in all areas of exposure including general liability, property, and cyber-liability. The Department reviews safety and risk issues and all third- party matters. The Department administers risk transfer and subrogation programs throughout the City to protect and save taxpayer funds. Financial Summary Revenues FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 52040 - LIQUOR LICENSES 525,139 500,000 500,000 525,000 52041 - ONE DAY LIQUOR LICENSE 10,130 12,000 12,000 12,000 52570 - NON PARKING ORDINANCE VIOLATIONS 188,390 - - - 56045 - MISCELLANEOUS REVENUE 1,322 - 7,000 - Grand Total $ 724,981 $ 512,000 $ 519,000 $ 537,000 Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 17 LAW 1,052,130 854,050 796,617 736,346 Grand Total $ 1,052,130 $ 854,050 $ 796,617 $ 736,346 City Council Goal Performance City Council Goal Department Initiative Financial Policies and City Debt Ongoing success in litigation defense and risk transfers to other entities kept City liability at a minimum. City Facilities Successfully appealed and reversed incorrect County real estate tax assessments to eliminate tax assessments issued in error for certain City properties and facilities. Water and Sewer Worked with City Council, Manager and staff to draft favorable contracts for use with current and prospective wholesale water customers. Economic Development Negotiated several development agreements to assist in growing the local tax base. 78 201 8 ADOPTED BUDGET - GENERAL FUND Law Department 2018 Initiatives  Work with City Council and staff to secure new economic and community development opportunities  Continue to work with City Council and staff to negotiate favorable agreements with current and prospective wholesale water customers  Analyze, evaluate, and implement new risk management strategies, with specific focus upon mitigating workers’ compensation claims. Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected Ordinance Prosecution 240 230 240 Traffic Prosecution 2450 2600 2700 Legislative Drafting – Ordinance and Resolution 252 250 260 79 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 779,586$ 631,525$ 591,661$ 603,863$ 61010 - REGULAR PAY 651,680 538,468 499,260 511,676 61415 - TERMINATION PAYOUTS 3,500 - - - 61420 - ANNUAL SICK LEAVE PAYOUT 1,611 - 1,346 - 61615 - LIFE INSURANCE 6 7 75 658 61625 - AUTO ALLOWANCE 2,490 2,490 2,594 2,490 61626 - CELL PHONE ALLOWANCE 1,944 1,944 1,944 1,944 61710 - IMRF 67,631 53,457 49,524 49,054 61725 - SOCIAL SECURITY 40,758 27,130 29,921 30,426 61730 - MEDICARE 9,966 8,029 6,997 7,615 Services and Supplies 163,207$ 142,814$ 129,480$ 58,652$ 61060 - SEASONAL EMPLOYEES 49,500 - - - 62130 - LEGAL SERVICES-GENERAL 11,515 22,000 12,000 8,000 62275 - POSTAGE CHARGEBACKS 1,000 2,999 2,000 2,999 62295 - TRAINING & TRAVEL 6,199 3,500 8,305 2,500 62315 - POSTAGE - 250 250 250 62345 - COURT COST/LITIGATION 4,993 21,000 13,858 9,000 62360 - MEMBERSHIP DUES 3,931 2,800 5,400 2,800 62380 - COPY MACHINE CHARGES 5,548 3,215 3,215 3,215 62509 - SERVICE AGREEMENTS/ CONTRACTS 62,690 70,000 70,000 20,000 62705 - BANK SERVICE CHARGES 2,193 - 2,000 - 65010 - BOOKS, PUBLICATIONS, MAPS 13,110 14,000 10,000 9,000 65025 - FOOD 56 - - - 65095 - OFFICE SUPPLIES 2,451 3,050 2,452 888 65125 - OTHER COMMODITIES 20 - - - Miscellaneous 200$ -$ -$ -$ 62605 - OTHER CHARGES 200 - - - Insurance and Other Chargebacks 90,959$ 60,807$ 56,562$ 54,360$ 61510 - HEALTH INSURANCE 83,561 54,159 49,914 47,712 66030 - TRANSFER TO INSURANCE - RISK 6,648 6,648 6,648 6,648 66059 - HEALTH INSURANCE OPT OUT EXPENSE 750 - - - Capital Outlay -$ -$ 10$ -$ 65503 - FURNITURE / FIXTURES / EQUIPMENT - - 10 - Interfund Transfers 18,177$ 18,904$ 18,904$ 19,471$ 66025 - TRANSFER TO DEBT SERVICE - ERI 18,177 18,904 18,904 19,471 Grand Total $ 1,052,130 $ 854,050 $ 796,617 $ 736,346 80 2018 ADOPTED BUDGET - GENERAL FUND Administrative Services Department As a means to increase efficiency, the Administrative Services Department was created in FY 10-11. The Administrative Services Department is comprised of multiple divisions that are organized to serve both internal and external customers. Internal customers are city employees and external customers are the citizens and businesses of Evanston. Human Resources The Human Resources Division provides support to the City’s most critical assets, its people. The Division is charged with recruiting and hiring quality staff, City-wide training efforts, payroll, benefits administration, workers compensation, safety and compliance associated with government regulations. Information Technology As the technology leader and a strategic partner, the City’s Information Technology (IT) Division aims to provide excellent technical services and support to City employees, residents, businesses and visitors through sustainable, reliable, secure and efficient infrastructure and communications. Leveraging state- of-the art tools and applications, innovative methods of improving business processes and furthering strategic partnerships through enhanced user experience are top priorities of the Division. In addition to supporting the existing hardware and numerous software, on-Premise or Software as a Service (SaaS), the Division provides help desk services, 24/7 technical support, website services, open data portal support, network engineering and project management support for departmental technology projects. In the quest to become the Most Livable City in America, the Division’s IT principles are integrated with the City’s Strategic Plan. This alignment has enabled the Division to positively impact the evolving needs of its internal and external customers through progressive partnerships, excellent customer service, continuous improvement, integrity and accountability. Parking Parking Services is responsible for Residential Parking Districts and Permits; parking lot permits; disabled person’s reserved spaces; parking enforcement; parking meters; and operating and maintaining City garages and lots. Fleet Services Fleet Services General Support maintains operating cost records, provides billing and chargeable data to all user City departments, develops vehicle specifications, and purchases vehicular and other equipment. In addition, Fleet Services prepares, documents, and provides disposal of surplus vehicles and equipment through auction services. Overall supervision of department personnel is provided, as is training, direction and coordination of all activities to ensure effective and efficient operations. Key emphasis is placed on reducing down time, which is the amount of time a vehicle or piece of equipment is out of service for repair. Facilities Management The Facilities Management Division supports all City departments by providing functional work environment, including power, lights, HVAC and plumbing. Staff completes over 3,000 work orders and provides over 2,000 hours in preventive maintenance annually. They maintain over 2.1 million sq. ft. of property including 1,129 plumbing fixtures; 294 electrical panels; 3,068 exterior lighting fixtures; 2,294 lock sets and 96 drinking fountains, as well as conduct an annual inspection of 89 RPZ’s (backflow prevention valves, such as in drinking fountains, to prevent contamination of the City’s water supply). 81 2018 ADOPTED BUDGET - GENERAL FUND Administrative Services Department Financial Summary Revenues FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 1910 FINANCE DIVISION - REVENUE (4,382) - - - 1929 HUMAN RESOURCE DIVISION - - 500 - 1932 INFORMATION TECHNOLOGY DIVI.25,020 - 100 - 1941 PARKING ENFORCEMENT & TICKETS 2,869,258 2,795,000 2,795,000 2,895,000 1942 SCHOOL CROSSING GUARDS 47,835 - 33,000 33,500 1950 FACILITIES 190 52,000 - - Grand Total $ 2,937,920 $ 2,847,000 $ 2,828,600 $ 2,928,500 Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 1905 ADM.SERVICES- GENERAL SUPPORT 355,451 343,221 347,461 342,287 1910 FINANCE DIVISION - REVENUE 30,745 - - - 1915 HUMAN RESOURCE DIVI. - PAYROLL 367,788 305,508 305,201 305,645 1921 TAX ASSESSMENT ADVOCACY 1,646 - 8,232 - 1929 HUMAN RESOURCE DIVISION 963,214 1,261,244 1,073,805 1,034,409 1932 INFORMATION TECHNOLOGY DIVI.2,609,960 2,697,157 2,620,786 2,648,302 1940 MISC. EXPENDITURES / BENEFITS - 141,000 - 141,000 1941 PARKING ENFORCEMENT & TICKETS 1,212,486 1,290,093 1,281,231 1,065,361 1942 SCHOOL CROSSING GUARDS 413,447 462,942 473,344 470,842 1950 FACILITIES 3,210,209 3,199,714 3,400,439 3,067,457 Grand Total $ 9,164,947 $ 9,700,879 $ 9,510,499 $ 9,075,303 *Finance was moved to the City Manager’s Office in 2017 FY 2017 City Council Goal Performance City Council Goal Department Initiative City Facilities Continue to work with the Sustainability Coordinator to reduce energy consumption in all City-owned buildings throughout the fiscal year through lighting upgrades as well as temperature control efficiencies. City Facilities Improve energy management techniques with the use of Building Automation Systems to reduce energy consumption throughout the year in City-owned buildings. City Facilities Civic Center Security Improvements 82 2018 ADOPTED BUDGET - GENERAL FUND Administrative Services Department 2018 Initiatives  Continue citywide implementation and roll-out of Google Apps  Continue to provide personalized division and departmental training to all staff on Google Apps  Finalize citywide implementation of new timekeeping software  Further reduce City printing costs by analyzing internal workflow processes and assisting in process improvement  Continue rollout of online time-off requests  Continue conversion to electronic timesheets, paperless checks and online benefit enrollment of all eligible employees  Implement Performance Management System  Extend progress of citywide Risk Management performance improvement through further integration and training of staff  Maintain progress of digitizing all personnel files  Explore turning Facilities Management Division into its own internal service fund  Work with Finance and Accounting to ensure all related policies and procedures adhere to best practices  Work with the City Manager’s Office to further incorporate Livability into the administration of the city and continue to make Evanston the “Most Livable City”. Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected Number of Information Technology Service Desk requests closed 8,113 7,957 8,000 Public Safety Civil Service Commission Meetings 5 5 5 Deliveries received 1,800 1,850 1,800 Civic Center repair costs/sq. ft. 2.55 2.58 2.64 Meetings scheduled 2,000 2,050 2,100 Room set-ups 1,150 1,150 1,150 Staff-hours tracked to work order 22,000 24,000 24,000 Work orders completed 900 1,100 1,100 83 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 5,074,485$ 5,591,530$ 5,225,091$ 5,340,928$ 61010 - REGULAR PAY 3,986,748 4,499,278 4,150,574 4,272,245 61050 - PERMANENT PART-TIME 64,695 63,397 63,397 69,630 61055 - TEMPORARY EMPLOYEES - - 1,300 - 61110 - OVERTIME PAY 74,643 62,000 98,293 62,000 61415 - TERMINATION PAYOUTS 90,742 - 50,817 - 61420 - ANNUAL SICK LEAVE PAYOUT 2,878 - 4,120 - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)10,049 141,000 5,490 141,000 61610 - DENTAL INSURANCE - - 2,011 - 61615 - LIFE INSURANCE 32 27 308 3,264 61625 - AUTO ALLOWANCE 6,330 6,180 7,063 6,780 61626 - CELL PHONE ALLOWANCE 5,204 5,304 5,304 4,104 61630 - SHOE ALLOWANCE 4,885 4,805 4,805 4,495 61665 - FLEXIBLE SPENDING ACCOUNT MAINTENANCE FEES 13,029 - 35,000 - 61710 - IMRF 468,165 434,910 425,639 408,683 61725 - SOCIAL SECURITY 281,122 303,147 300,657 298,383 61730 - MEDICARE 65,965 71,482 70,313 70,344 Services and Supplies 3,014,707$ 2,884,172$ 3,131,291$ 2,740,472$ 61060 - SEASONAL EMPLOYEES 418,981 470,609 500,615 478,509 62160 - EMPLOYMENT TESTING SERVICES 57,912 128,000 70,000 100,000 62175 - IS SERVICES 17,071 6,600 6,600 6,600 62185 - CONSULTING SERVICES 9,775 14,000 14,000 19,000 62205 - ADVERTISING 156 - - - 62210 - PRINTING - 750 750 750 62225 - BLDG MAINTENANCE SERVICES 147,037 101,516 158,000 101,516 62240 - AUTOMOTIVE EQMP MAINT 416 - - - 62245 - OTHER EQMT MAINTENANCE 53,815 29,318 65,000 49,318 62250 - COMPUTER EQUIPMENT MAINT 45,982 50,000 50,000 45,000 62270 - MEDICAL/HOSPITAL SERVICES 54,063 51,150 51,150 48,000 62274 - TEST ADMINISTRATION 24,875 86,500 65,000 72,000 62275 - POSTAGE CHARGEBACKS 1,328 400 400 400 62280 - OVERNIGHT MAIL CHARGES - - 50 - 62295 - TRAINING & TRAVEL 13,925 16,200 25,699 20,400 62310 - CITY WIDE TRAINING 20,039 29,000 23,000 21,000 62315 - POSTAGE 134 - 60 - 62335 - DATA PROCESSING SERVICES 599 - - - 62340 - COMPTER LICENSE & SUPP 531,191 500,000 485,000 500,000 62341 - INTERNET SOLUTION PROVIDERS 1,857 9,000 9,000 9,000 62360 - MEMBERSHIP DUES 4,057 5,400 5,675 3,200 62375 - RENTALS 2,596 - - - 62380 - COPY MACHINE CHARGES 12,901 35,000 35,000 40,000 62425 - ELEVATOR CONTRACT COSTS 4,165 4,165 5,504 4,165 62430 - CUSTODIAL CONTRACT SERVICES - 20,000 - - 62431 - ARMORED CAR SERVICES 16,167 - - - 62440 - OVERHEAD DOOR CONTRACT COSTS 5,638 10,000 10,000 10,000 62451 - TOWING AND BOOTING CONTRACTS 38,825 23,000 35,000 23,000 62506 - WORK- STUDY 1,860 2,000 2,000 2,000 62509 - SERVICE AGREEMENTS/ CONTRACTS 218,414 260,031 223,920 265,031 62512 - RECRUITMENT 34,301 40,000 40,000 35,000 62518 - SECURITY ALARM CONTRACTS 428 2,500 2,500 2,500 62630 - UNEMP. COMP. & ADMIN. FEE 49,389 205,000 70,000 142,000 62705 - BANK SERVICE CHARGES - - 3,463 - 64005 - ELECTRICITY 27,106 17,950 17,950 17,950 64015 - NATURAL GAS 35,372 80,000 60,000 60,000 64505 - TELECOMMUNICATIONS 112,738 136,755 136,775 136,755 64510 - TELECOMMUNICATIONS EQUIPMENT MAINTENANCE 7,947 - 42,886 - 64515 - TELECOMMUNICATIONS EQUIPMENT M 686 - 499 - 64540 - TELECOMMUNICATIONS - WIRELESS 32,385 30,300 30,455 31,300 64545 - PERSONAL COMPUTER SOFTWARE 13,485 4,000 23,000 9,000 65010 - BOOKS, PUBLICATIONS, MAPS 253 950 950 950 65015 - CHEMICALS/ SALT 3,035 - - - 65020 - CLOTHING 3,750 3,500 3,500 3,500 65025 - FOOD 59 - 283 - 65040 - JANITORIAL SUPPLIES 12,535 10,000 12,400 10,000 65045 - LICENSING/REGULATORY SUPP 2,690 3,000 3,000 3,000 84 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 65050 - BLDG MAINTENANCE MATERIAL 453,878 213,074 500,000 213,074 65070 - OFFICE/OTHER EQT MTN MATL - - 1,500 - 65085 - MINOR EQUIPMENT & TOOLS 22,126 7,600 30,754 7,600 65090 - SAFETY EQUIPMENT 14,918 11,554 11,554 11,554 65095 - OFFICE SUPPLIES 12,177 24,500 16,200 14,400 65115 - TRAFFIC CONTROL SUPPLI (150) - - - 65125 - OTHER COMMODITIES 18,404 17,850 18,199 15,000 65555 - PERSONAL COMPUTER EQUIPMENT 394,217 184,000 225,000 184,000 65615 - INFRASTRUCTURE SUPPLIES 59,202 39,000 39,000 24,000 Miscellaneous 171$ -$ -$ -$ 62490 - OTHER PROGRAM COSTS 171 - - - Insurance and Other Chargebacks 719,544$ 879,266$ 865,906$ 832,546$ 61510 - HEALTH INSURANCE 715,551 879,174 857,582 832,454 66030 - TRANSFER TO INSURANCE - RISK 96 92 92 92 66054 - MEDICARE SUPPLEMENT- SENIOR'S CHOICE 1,646 - 8,232 - 66059 - HEALTH INSURANCE OPT OUT EXPENSE 2,250 - - - Capital Outlay 18,648$ 2,000$ 19,300$ 2,000$ 65625 - FURNITURE & FIXTURES 18,648 2,000 19,300 2,000 Interfund Transfers 337,391$ 343,911$ 268,911$ 159,357$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 159,946 159,946 109,946 306 62309 - RENTAL OF AUTO REPLACEMENT 57,898 59,636 34,636 30,991 66025 - TRANSFER TO DEBT SERVICE - ERI 119,547 124,329 124,329 128,060 Grand Total $ 9,164,947 $ 9,700,879 $ 9,510,499 $ 9,075,303 85 2018 ADOPTED BUDGET - GENERAL FUND Community Development Department The Community Development Department is responsible for the overall administration and execution of all building, planning and zoning activities, managing affordable housing and other related programs funded with federal and local grants targeting lower income residents as well as the City’s transportation and mobility initiatives. The overarching activities of the Community Development Department are strategically aligned with the City Council goals and supporting the City’s mission to become the most livable City. The department primarily serves external customers including: residents, developers, businesses, contractors, architects and local non-profit agencies. Building and Inspection Services Division The mission of the Building and Inspection Services Division is to promote a sustainable, safe and high- quality environment for the residents, workers and visitors of Evanston. The division is committed to providing quality service in a comprehensive, effective, knowledgeable and friendly manner. The division is responsible for providing the following services: ● Review and approve building documents for commercial and residential projects. ● Issue building permits and inspect permitted work for compliance with approved documents. ● Review and issue business licenses. ● Oversee review and issuance of elevator permits and semi-annual inspections of conveyance systems within the City. ● Review and issue sign permits and manage required annual inspection of all signs within the City. ● Remove graffiti tags from public right of way and private properties. ● Assist low to moderate-income homeowners with financial and technical assistance in the rehabilitation of their homes. ● Staff the Sign Review and Appeals Board. Housing and Grants Division The Housing and Grants Division engages in a number of strategies to maintain and enhance living conditions for low and moderate-income residents. A number of programs are designed to promote affordable rental and ownership housing as well as other needed services. The division is responsible for providing the following services: ● Manage grant programs of over $3 million, including Federal Community Development Block Grant (CDBG), HOME Investment Partnerships (HOME), Emergency Solutions Grant (ESG), City Affordable Housing Fund and Mental Health Board funds, to address the needs of at-risk and economically disadvantaged residents. ● Ensure compliance with funding requirements of 40-50 programs and projects annually. ● Conduct research and develop policies on housing-related issues, work with housing developers to maintain and expand affordable housing to maintain economic and racial diversity, and improve sustainability. ● Staff the Housing and Community Development Act Committee, Housing and Homelessness Commission and Mental Health Board. Planning and Zoning Division The Planning and Zoning Division is tasked with providing oversight and guidance on sustaining the architectural vitality of City neighborhoods by aiding in the restoration, rehabilitation and conservation of historic buildings and districts as well as encouraging new and contemporary developments that 86 2018 ADOPTED BUDGET - GENERAL FUND Community Development Department complement existing neighborhoods and enhance the economic vitality of the City. The division is responsible for providing the following services: ● Administration of the Zoning and Historic Preservation Ordinances. ● Administration and review of map amendments, text amendments, special use permits and applications for relief (variations) from the Zoning Ordinance. ● Coordinate interdepartmental review and land-use entitlement process for large scale developments (Planned Developments). ● Lead neighborhood area plans and city-wide comprehensive plan efforts to guide future long- term growth and development across the City. ● Staff Design and Project Review (DAPR) Committee, Historic Preservation Commission, Plan Commission, Zoning Board of Appeals and Zoning Committee of the Plan Commission. Transportation and Mobility Function The Transportation and Mobility Function coordinates City-wide transportation goals and programs that improve accessibility, mobility and connectivity. The work function also assists in the delivery of transportation infrastructure projects and on-going policy work outlined in the City’s Multi-Modal Transportation and Bike Plans. Staff is responsible for providing the following services: ● Conduct research and develop policies on emerging new mobility sectors and applications. ● Manage first/last mile programs, including the Transit Planning 4 All grant project and the Divvy Bike Share program. ● Develop long-term policy and programming objectives, and coordinate improvement projects with the City’s transit providers. ● Coordinate the implementation of the updated Complete & Green Streets Policy through regular reporting, and the development of new multi-modal transportation and transportation demand management tools. ● Improve local transportation services by working with developers to enhance non-motorized and transit connections and amenities through development proposals. ● Staff the Transportation & Parking Committee and the Bike Technical Advisory Committee. Financial Summary Revenues FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 2105 PLANNING & ZONING 113,104 110,865 79,000 105,000 2126 BUILDING INSPECTION SERVICES 10,366,826 11,177,100 8,243,310 6,236,000 2128 EMERGENCY SOLUTIONS GRANT 106,218 135,000 135,000 135,000 2715 SUMMER YOUTH EMPLOYMENT PROGRAM 1,426 - - - 5300 ECON. DEVELOPMENT - - - 2,745,600 Grand Total $ 10,587,574 $ 11,422,965 $ 8,457,310 $ 9,221,600 87 2018 ADOPTED BUDGET - GENERAL FUND Community Development Department *Full Economic Development Division moved from City Manager’s Office in 2018. City Council Goals City Council Goal Department Initiative Economic Development Processed applications for two large-scale Planned Developments: 831 Emerson Street and 1450-1508 Sherman Ave. Economic Development Administered approval of 13 new (including substitution of existing) special uses for new businesses. Economic Development Completed study and processed a text amendment for the reduction of multi-family residential parking requirements in Transit Oriented Development areas. City Streets Community Development staff served on Steering Committees for two major CIP projects: Sheridan Road and Howard Street Improvements. City Streets Community Development staff served on Bike TAC, expanded the Divvy project up to 11 stations and 110 bikes, and assisted with other Bike Plan infrastructure implementation efforts such as bike parking improvements. City Streets Continued to maintain and improve the physical appearance of our City Streets by addressing graffiti tags on public right of ways in an efficient manner and making the City a more desirable place to live and work. City Streets Researched best practices on new mobility policies and assisted in updating the City’s Code to reflect current transportation demands and systems, including complete & green streets and transportation demand management approaches. Financial Policies and City Debt Developed and promoted use of online permit application for submittal and payment. Services for At-Risk Families Rehabbed multiple dwelling units in single- and multi-family properties to maintain safe, sanitary, affordable housing for low and moderate-income residents. Services for At-Risk Families Continued the Tenant Based Rental Assistance (TBRA) program for homeless families with children that provides stable housing while the head(s) of household work to achieve economic independence. Services for At-Risk Families Integrated and streamlined the grant application and management process for Community Development Block Grant and Mental Health Board programs to improve efficiencies for the City, reduced compliance requirements for grantees and achieved stronger outcomes. Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 2101 COMMUNITY DEVELOPMENT ADMIN 345,207 323,208 269,216 291,162 2105 PLANNING & ZONING 627,187 770,275 668,851 722,543 2115 HOUSING CODE COMPLIANCE 3,149 1 - - 2126 BUILDING INSPECTION SERVICES 1,428,467 1,556,616 1,521,897 1,481,962 2128 EMERGENCY SOLUTIONS GRANT 106,218 154,568 75,020 123,886 2710 HOUSING ADVOCACY 181 - - - 5300 ECON. DEVELOPMENT - - 107,545 995,221 Grand Total $ 2,510,408 $ 2,804,668 $ 2,642,529 $ 3,614,774 88 2018 ADOPTED BUDGET - GENERAL FUND Community Development Department 2018 Initiatives Promoting neighborhood revitalization, ensuring a safe built environment and affordable housing and providing first-last mile transportation connections will continue to be major priorities of the Community Development Department. Specific actions to achieve these priorities include: Building and Inspection Services Division  Continue to utilize Accela for all building permit submittal documents with focus on better management of large documents (building plans). • Fulfill Office of Emergency Preparedness requirements for Community Development staff including staffing and training of Crisis Management Team members. • Continue to update Building Division checklists, worksheets and project information guides. • Fulfill Community Development responsibilities in the implementation of the City’s Energy Benchmarking Ordinance to include development of covered building list; creation of correspondence material and tracking compliance. • Increase on-line permitting opportunities and develop an implementation schedule for Electronic Document Review. Housing and Grants Division • Continue to focus on substantial rehab of affordable rental and ownership housing units to maintain safe, sanitary and affordable housing. Projects that correct code violations, address life safety issues, improve accessibility, include energy and water efficient features to reduce operating costs, and increase sustainability will be prioritized. • Continue to manage grant-funded programs and projects to ensure timely completion and compliance with all federal and local requirements, including affordability restrictions for housing units. Planning and Zoning Division  Continue working with Economic Development Division to provide timely and early zoning information to new businesses wishing to locate in Evanston.  Complete the Survey of Historic Landmark Inventory outside of existing historic districts to improve resident awareness of historic landmarks and enhance historic preservation within the community.  Process review of several large-scale Projects and Planned Developments currently planned: 601 Davis Street, 1007 Church Street, 128-130 Chicago Avenue, 1714-1718 Chicago Avenue, 1700 Block of Sherman Avenue/Northlight Theater Tower.  Evaluate and revise sign regulations to improve community aesthetics and provide options for economic development.  Continue to review and propose amendments to the Zoning Ordinance to improve approval of private projects and facilitate the type of land uses and development that increase Evanston livability. Transportation and Mobility Function  Partner with the City’s transit providers to invest in a strong public transit service core with connected first/last mile solutions.  Continue to improve connections and expand options for addressing first/last mile networks to transit for all community members: Divvy bike share, rapid transit, and on-demand services. 89 2018 ADOPTED BUDGET - GENERAL FUND Community Development Department  Assist the Planning and Zoning Division in securing the full potential for new development proposals’ improvements to the non-motorized and transit networks.  Integrate mobility and transportation initiatives into existing and new community events, including community rides and tabling events.  Work across transportation and transit agencies within Evanston to maintain and grow a reliable, safe, accessible, and active transportation network. Community Development will continue to provide staff support and improve processes for the following boards, commissions and committees: ● Age Friendly Evanston Task Force ● Design and Project Review (DAPR) ● Housing and Community Development Act Committee ● Housing, Homelessness, and Human Rights Commission ● Mental Health Board ● Plan Commission o Zoning Committee of the Plan Commission o Comprehensive Plan Committee of the Plan Commission o Rules Committee of the Plan Commission ● Planning and Development Committee ● Preservation Commission ● Transportation & Parking Committee ● Zoning Board of Appeals 90 2018 ADOPTED BUDGET - GENERAL FUND Community Development Department Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected Total Building Permit Revenue Collected $10,317,588 $7,074,749 $6,291,000 Total Building Permits Issued 3,811 3,600 3,600 Total Building Inspections 7,863 7,452 7,452 Total Building Construction Work w/o permits investigated 150 165 165 Total Business Licenses Issued 66 75 80 Housing units rehabilitated (major) 9 15 12 Total Elevator Inspections 1572 1572 1580 Contractor Licenses Issued/Renewed 1015 1050 1000 Sign Variations/Variations Approved 10/7 10/6 8/6 Graffiti tags removed by graffiti technician 1195 1275 1275 Preservation cases 332 315 315 Zoning Analysis Cases 339 310 305 Special Uses / Major Variation 32 30 21 Minor Variations 54 51 72 Planned Development/Amendments 7 6 5 CDBG & MHB Programs/Projects Managed 47 52 48 Affordable Housing Units Financed 0 2 6 Households Provided Tenant-Based Rental Assistance 26 20 15 HOME/Affordable Housing Fund Programs/Projects Managed 8 8 10 Age Friendly Evanston Task Force NA 6 6 Design and Project Review Committee Meetings 40 50 45 Housing and Community Development Act Committee 8 7 10 Housing, Homelessness, and Human Relations Commission Meetings 9 11 10 Mental Health Board 10 11 12 Plan Commission 10 12 12 Planning and Development Committee 17 15 17 Preservation Commission 13 12 12 Zoning Board of Appeals 19 20 19 Bike Technical Advisory Committee Meetings 9 9 9 24-Hour Divvy Passes Purchased at an Evanston Station 1,358 1,700 2,000 Annual Active Divvy Memberships (Evanston’s portion) 904 1,020 1,200 Divvy Bicycle Miles Traveled from Trips that begin at an Evanston Station 23,036 40,000 46,000 One-Way Divvy Trips that begin at an Evanston Station 10,444 20,000 23,000 91 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 1,890,271$ 2,023,356$ 2,026,190$ 2,234,907$ 61010 - REGULAR PAY 1,554,488 1,716,956 1,692,025 1,855,231 61050 - PERMANENT PART-TIME - - 2,731 - 61110 - OVERTIME PAY 6,272 9,500 9,500 10,500 61415 - TERMINATION PAYOUTS 31,532 - 6,223 - 61420 - ANNUAL SICK LEAVE PAYOUT 5,219 - 4,911 5,000 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)3,492 - - - 61610 - DENTAL INSURANCE - - 500 - 61615 - LIFE INSURANCE 18 23 48 1,378 61625 - AUTO ALLOWANCE 3,735 3,735 2,000 3,735 61626 - CELL PHONE ALLOWANCE 3,366 3,366 3,366 4,566 61630 - SHOE ALLOWANCE 1,395 1,682 1,682 1,217 61710 - IMRF 162,783 159,211 168,511 195,213 61725 - SOCIAL SECURITY 96,294 104,201 107,819 127,868 61730 - MEDICARE 21,677 24,682 26,874 30,199 Services and Supplies 202,203$ 234,315$ 191,791$ 582,825$ 61060 - SEASONAL EMPLOYEES 39,851 22,000 25,000 14,000 62150 - CONSTRUCTION ENGINEERING SERVICES 250 6,000 3,000 3,000 62185 - CONSULTING SERVICES 1,259 62,865 4,000 50,000 62190 - GRAFFITI REMOVAL SERVICES 3,774 5,000 5,000 5,000 62205 - ADVERTISING 5,559 2,925 2,925 2,325 62210 - PRINTING 2,571 3,000 3,000 2,200 62236 - SOFTWARE MAINTENANCE - - 1,061 - 62245 - OTHER EQMT MAINTENANCE - 100 100 100 62275 - POSTAGE CHARGEBACKS 4,486 9,100 7,100 6,000 62280 - OVERNIGHT MAIL CHARGES - - - 200 62295 - TRAINING & TRAVEL 8,854 16,000 10,520 20,500 62315 - POSTAGE 439 - - 100 62345 - COURT COST/LITIGATION 540 400 400 400 62346 - REAL ESTATE TAX PAYMENTS TO COUNTY - - - 25,000 62360 - MEMBERSHIP DUES 3,027 4,200 4,200 9,375 62380 - COPY MACHINE CHARGES 4,487 2,600 2,600 1,300 62425 - ELEVATOR CONTRACT COSTS 7,857 5,000 5,000 4,500 62464 - PLUMB, ELEC, PLAN REVEIW SERV 86,607 25,000 80,000 75,000 62509 - SERVICE AGREEMENTS/ CONTRACTS - 50,000 10,000 40,000 62645 - DIGITAL ARCHIVING 13,484 10,000 10,000 10,000 62659 - ECONOMIC DEVELOPMENT PARTNERSHIP CONTRIBUTIONS - - - 100,000 62660 - BUSINESS ATTRACTION - - - 50,000 62662 - BUSINESS RETENTION / EXPANSION INVESTMENTS - - - 150,000 62705 - BANK SERVICE CHARGES 4,321 - 4,200 4,200 64540 - TELECOMMUNICATIONS - WIRELESS - - 205 - 64545 - PERSONAL COMPUTER SOFTWARE - - 1,800 - 65010 - BOOKS, PUBLICATIONS, MAPS 309 1,275 200 1,175 65020 - CLOTHING 1,577 2,000 2,000 1,500 65025 - FOOD 1,562 800 927 400 65050 - BLDG MAINTENANCE MATERIAL 181 - - - 65055 - MATER. TO MAINT. IMP.- 350 350 350 65085 - MINOR EQUIPMENT & TOOLS 675 700 700 700 65095 - OFFICE SUPPLIES 10,535 5,000 7,503 5,500 Miscellaneous -$ -$ 80$ 9,000$ 62490 - OTHER PROGRAM COSTS - - 80 9,000 Insurance and Other Chargebacks 242,644$ 301,287$ 264,826$ 304,396$ 61510 - HEALTH INSURANCE 257,466 298,481 262,020 284,142 62740 - OTHER CHARGES-CHARGEBACK (18,380) - - - 66030 - TRANSFER TO INSURANCE - RISK 2,808 2,806 2,806 2,806 66059 - HEALTH INSURANCE OPT OUT EXPENSE 750 - - - 66130 - TRANSFER TO INSURANCE - - - 17,448 Capital Outlay -$ -$ -$ 253,500$ 65522 - BUSINESS DISTRICT IMPROVEMENTS - - - 250,000 65625 - FURNITURE & FIXTURES - - - 3,500 Community Sponsored Organizations 94,695$ 154,568$ 75,000$ 123,886$ 67010 - COMMUNITY SPONSORED ORGANIZATIONS - 154,568 - 123,886 67110 - CONNECTIONS FOR THE HOMELESS 79,695 - 75,000 - 67111 - YWCA 15,000 - - - Contingencies -$ 8,000$ 1,500$ 5,000$ 68205 - CONTINGENCIES - 8,000 1,500 5,000 Interfund Transfers 80,595$ 83,142$ 83,142$ 101,260$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 13,932 13,932 13,932 13,932 62309 - RENTAL OF AUTO REPLACEMENT 12,010 12,370 12,370 12,370 66025 - TRANSFER TO DEBT SERVICE - ERI 54,653 56,840 56,840 74,958 Grand Total $ 2,510,408 $ 2,804,668 $ 2,642,529 $ 3,614,774 92 2018 ADOPTED BUDGET - GENERAL FUND Police Department The Evanston Police Department is committed to the protection of life and property. With a staff of 166 sworn officers and 58 civilian personnel, the emphasis is on delivering a public service in harmony with the values and expectations of the community. This is accomplished through the three divisions of the Police Department: Field Operations Division, Support Services Division; and Investigative Services Division. Field Operations Division Headed by a Deputy Chief, this division is comprised of three patrol divisions of uniformed officers who respond to calls for service and proactively patrol the community. This Division also includes the Department’s K9 unit, Traffic Division and its Community Strategy Division (Problem-Solving Team and Foot Patrol Unit). Support Services Division Charged with the oversight of the internal workings of the Police Department, the Deputy Chief of this Division oversees the Office of Administration, Records Bureau, the Communications Division (9-1-1 Call Center) and the Support Services Division (Service Desk and 3-1-1 Call Center). Investigative Services Division Responsible for the investigation and follow-up of major crimes and incidents, this unit is comprised of the Juvenile Detective Division as well as the Investigative Services Division. Headed by a Deputy Chief, this unit includes the Neighborhood Enforcement Team (NET) and the department’s TAC unit, which is responsible for a variety of tactical response operations. In addition, Victim Services and Youth Services provide services to the community. Financial Summary Revenues FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 2205 POLICE ADMINISTRATION 9,806,243 10,678,250 10,687,350 10,898,204 2210 PATROL OPERATIONS 13,892 - - - 2225 SOCIAL SERVICES BUREAU 49,032 44,000 50,000 - 2240 POLICE RECORDS 25,705 20,000 22,250 25,000 2251 311 CENTER 1,983 - - - 2260 OFFICE OF ADMINISTRATION (4,189) - 18,610 50,000 2265 NEIGHBORHOOD ENFORCEMENT TEAM 8,774 - 7,500 - 2270 TRAFFIC BUREAU 155,570 118,000 118,000 130,000 2280 ANIMAL CONTROL 15,270 23,000 8,205 7,500 2285 PROBLEM SOLVING TEAM 2,000 - 2,200 - Grand Total $ 10,074,279 $ 10,883,250 $ 10,914,115 $ 11,110,704 93 2018 ADOPTED BUDGET - GENERAL FUND Police Department *Social Services Bureau activities moved to Health Department Ongoing Activity Measures 2015 Actual 2016 Actual 2017 Projected 2018 Projected Part I crimes 1,963 1,811 1,850 1,830 Part II crimes 7,368 5,832 6,330 6,350 Total calls for service * 38,662 38,832 60,000 61,000 Arrests (felony & misdemeanor) 1,710 1,606 1,610 1,620 D.U.I. arrests 88 100 102 105 Ticket & citation production – Parking 18,962 10,857 11,000 12,000 Written Reports ** - - 13,900 14,100 2018 Initiatives  Develop a body-worn- camera program in conjunction with Northwestern University as a preamble to implementation of body cameras for Evanston police officers.  Research the transition to the STARCOM radio system from the current UHF T-Band frequency.  Update in-car camera system.  Implement system for in-car printing and electronic submission of citations *In 2017 there was a computer aided dispatch/record management system upgrade that more effectively captured activity. **Written reports include incident, crash and arrest reports. Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 2205 POLICE ADMINISTRATION 10,102,439 11,624,315 11,023,024 11,854,406 2210 PATROL OPERATIONS 11,382,067 10,958,576 11,808,585 11,658,073 2215 CRIMINAL INVESTIGATION 2,344,949 2,252,216 2,321,037 2,288,057 2225 SOCIAL SERVICES BUREAU 575,231 654,748 634,767 - 2230 JUVENILE BUREAU 1,109,704 1,020,127 1,464,927 1,257,730 2235 SCHOOL LIAISON 485,709 478,839 485,609 492,889 2240 POLICE RECORDS 716,716 704,031 703,236 709,721 2245 COMMUNICATIONS 1,620,366 1,558,798 1,504,812 1,536,497 2250 SERVICE DESK 1,472,405 1,301,979 1,359,753 1,409,016 2251 311 CENTER 527,209 606,523 647,210 604,708 2255 OFFICE-PROFESSIONAL STANDARDS 567,969 525,088 407,870 397,280 2260 OFFICE OF ADMINISTRATION 788,369 732,852 638,017 617,559 2265 NEIGHBORHOOD ENFORCEMENT TEAM 2,534,994 2,212,929 2,193,490 2,089,084 2270 TRAFFIC BUREAU 1,136,606 1,012,090 1,015,980 944,637 2275 COMMUNITY STRATEGIC BUREAU 158,555 158,381 155,203 158,732 2280 ANIMAL CONTROL 246,949 185,005 185,780 185,597 2285 PROBLEM SOLVING TEAM 1,820,639 1,823,351 1,749,099 1,768,691 2291 PROPERTY BUREAU 119,153 238,733 222,240 242,922 2295 BUILDING MANAGEMENT 107,600 175,261 168,553 175,500 Grand Total $ 37,817,627 $ 38,223,842 $ 38,689,192 $ 38,391,099 94 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 22,889,991$ 22,459,205$ 22,812,009$ 22,586,861$ 61010 - REGULAR PAY 19,083,050 19,627,068 19,236,484 19,563,356 61050 - PERMANENT PART-TIME 2,060 76,504 57,138 - 61055 - TEMPORARY EMPLOYEES - - 30,000 - 61062 - SPECIAL EVENT PAY 313 184,446 10,800 - 61070 - JOB TRAINING AND INTERNSHIPS 87,750 97,500 85,000 97,500 61110 - OVERTIME PAY 285,037 146,400 203,194 238,400 61111 - HIREBACK OT PAY 1,073,810 182,200 549,381 466,646 61112 - SPECIAL DETAIL OT 326,922 124,130 268,906 224,130 61415 - TERMINATION PAYOUTS 217,870 275,000 483,038 275,000 61420 - ANNUAL SICK LEAVE PAYOUT 139,338 190,000 100,257 190,000 61425 - ANNUAL HOLIDAY PAYOUT 311,403 204,000 331,893 204,000 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)17,743 - 51,177 - 61440 - EDUCATION PAY 209,100 232,400 245,500 232,400 61610 - DENTAL INSURANCE - - 10,000 - 61615 - LIFE INSURANCE 45 47 1,347 23,826 61626 - CELL PHONE ALLOWANCE 360 360 360 360 61630 - SHOE ALLOWANCE 465 465 465 460 61635 - UNIFORM ALLOWANCE 168,000 195,600 193,600 170,500 61710 - IMRF 412,994 380,646 392,654 351,411 61725 - SOCIAL SECURITY 257,349 258,819 258,622 253,882 61730 - MEDICARE 296,382 283,620 302,193 294,990 Services and Supplies 1,019,652$ 788,928$ 884,095$ 817,426$ 61060 - SEASONAL EMPLOYEES 55,831 - 5,691 - 62210 - PRINTING 8,894 3,000 3,679 3,000 62225 - BLDG MAINTENANCE SERVICES 53,762 59,600 56,600 59,600 62240 - AUTOMOTIVE EQMP MAINT 2,517 - - - 62245 - OTHER EQMT MAINTENANCE 968 2,700 2,700 2,700 62270 - MEDICAL/HOSPITAL SERVICES - 1,000 1,000 1,000 62272 - OTHER PROFESSIONAL SERVICES 28,727 65,000 32,098 65,000 62275 - POSTAGE CHARGEBACKS 2,317 6,000 6,000 6,000 62280 - OVERNIGHT MAIL CHARGES 166 - 12 - 62295 - TRAINING & TRAVEL 163,550 127,890 137,174 127,890 62315 - POSTAGE 64 - - - 62335 - DATA PROCESSING SERVICES 189 378 378 378 62360 - MEMBERSHIP DUES 123,266 116,388 122,717 116,388 62370 - EXPENSE ALLOWANCE 1,351 5,700 9,756 2,200 62375 - RENTALS 46,917 33,430 34,269 33,430 62380 - COPY MACHINE CHARGES 15,453 8,954 8,954 8,954 62425 - ELEVATOR CONTRACT COSTS 362 3,112 3,112 3,112 62509 - SERVICE AGREEMENTS/ CONTRACTS 137,691 35,000 41,005 35,000 62645 - DIGITAL ARCHIVING 444 - 457 - 62705 - BANK SERVICE CHARGES 14 600 324 600 64005 - ELECTRICITY 2,766 - 420 - 64015 - NATURAL GAS 14,737 15,000 26,053 15,000 64505 - TELECOMMUNICATIONS 34,722 50,000 100,000 50,000 64540 - TELECOMMUNICATIONS - WIRELESS 44,834 22,000 26,275 22,000 64545 - PERSONAL COMPUTER SOFTWARE - - 30 - 64565 - CABLE - VIDEO 118 - 193 - 65010 - BOOKS, PUBLICATIONS, MAPS 126 520 602 520 65015 - CHEMICALS/ SALT 34,716 35,833 35,833 35,833 65020 - CLOTHING 82,631 40,450 60,817 40,450 65025 - FOOD 1,031 8,050 8,050 8,050 65040 - JANITORIAL SUPPLIES 11,910 6,600 7,186 6,600 65050 - BLDG MAINTENANCE MATERIAL 1,029 - 500 - 65085 - MINOR EQUIPMENT & TOOLS 56,382 54,790 93,495 54,790 65095 - OFFICE SUPPLIES 27,249 22,300 27,673 45,300 65105 - PHOTO/DRAFTING SUPPLIE 309 4,833 4,833 4,833 65125 - OTHER COMMODITIES 64,610 59,800 24,906 68,798 65555 - PERSONAL COMPUTER EQUIPMENT - - 1,303 - Miscellaneous 48,786$ -$ 20,909$ -$ 62001 - SHORT TERM BUDGETING SALARY COSTS - - 800 - 62490 - OTHER PROGRAM COSTS 40,800 - 11,169 - 62770 - MISCELLANEOUS 7,986 - - - 65120 - POLICE DUI EXPENSE - - 8,940 - 95 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Insurance and Other Chargebacks 12,834,792$ 13,915,779$ 13,986,929$ 14,058,138$ 61510 - HEALTH INSURANCE 3,050,897 3,328,113 3,406,063 3,244,968 62675 - INTERDEPT TRANSFER PENSIONS 9,437,323 10,237,200 10,237,200 10,462,704 66030 - TRANSFER TO INSURANCE - RISK 337,872 337,866 337,866 337,866 66059 - HEALTH INSURANCE OPT OUT EXPENSE 8,700 12,600 5,800 12,600 Capital Outlay -$ -$ 320$ -$ 65625 - FURNITURE & FIXTURES - - 320 - Contingencies (990)$ 2,500$ 2,500$ 2,500$ 68205 - CONTINGENCIES (990) 2,500 2,500 2,500 Interfund Transfers 1,025,398$ 1,057,430$ 982,430$ 926,174$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 660,540 660,540 610,540 539,151 62309 - RENTAL OF AUTO REPLACEMENT 256,498 284,194 259,194 279,459 66025 - TRANSFER TO DEBT SERVICE - ERI 108,360 112,696 112,696 107,564 Grand Total $ 37,817,627 $ 38,223,842 $ 38,689,192 $ 38,391,099 96 201 8 ADOPTED BUDGET - GENERAL FUND Fire Department The Fire Department exists 24 hours of every day to protect life, property, and the environment. The Department provides superior quality fire suppression, emergency medical services, fire prevention, public education, technical rescue, and non-emergency and support services to prevent or minimize situations that affect Evanston residents, businesses, and visitors. The community service is provided through four divisions: Fire Administration and Support, Fire Prevention, Fire Suppression, and Emergency Preparedness. The Fire Administration and Support Division provides direction, policy, leadership, and management for moving the organization toward achieving its mission. The Fire Prevention Division provides plan review, business and mercantile safety assistance, code enforcement, and investigation. The 101 members assigned to the Suppression Division deliver first response to all emergencies and situations that require prompt attention on a twenty-four hour a day basis. The members of the Suppression Division staff five fire stations, which house five fire engines, two aerial ladder trucks, three ambulances, and a Shift Chief. The Emergency Preparedness Division in cooperation with all City Departments coordinates the disaster preparation, mitigation, and recovery plans and efforts of the City. The Emergency Preparedness Division integrates the City’s plans with the County and State Emergency Preparedness Agencies. Financial Summary City Council 2017 Goal Performance City Council Goal Department Initiative City Facilities Department will implement a video conferencing system City Facilities CERT members volunteered to assist at City sponsored events Economic Development Department members presented a successful Citizens Fire Academy Services for at-risk families Fire Explorer Program is continuing to be led by Department members Revenues FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 2305 FIRE MGT & SUPPORT 7,456,403 8,530,809 8,532,559 8,487,047 2310 FIRE PREVENTION 218,557 244,000 252,600 248,000 2315 FIRE SUPPRESSION 1,750,143 1,831,500 1,832,500 1,831,500 2320 EMERGENCY PREPAREDNESS 38,613 - - - Grand Total $ 9,463,715 $ 10,606,309 $ 10,617,659 $ 10,566,547 Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 2305 FIRE MGT & SUPPORT 8,057,286 8,965,267 8,854,039 9,070,228 2310 FIRE PREVENTION 610,580 642,654 643,907 621,334 2315 FIRE SUPPRESSION 14,558,369 14,671,809 14,632,672 14,228,557 2320 EMERGENCY PREPAREDNESS 9,478 14,271 14,271 14,271 Grand Total $ 23,235,714 $ 24,294,001 $ 24,144,889 $ 23,934,390 97 201 8 ADOPTED BUDGET - GENERAL FUND Fire Department 2017 Initiatives Update The Fire Department, in cooperation with Human Resources executed promotional exams and eligibility lists for the positions of Shift Chief and Captain. The Department has been able to offer advanced certification to all paramedics in Advanced Cardiac Life Support. In cooperation with the Emergency Telecommunications Center, the Department implemented an upgraded Computer Aided Dispatch System, Fire Incident Reporting System and Emergency Pre-Planning mapping software. Fire and life safety education programs were expanded to all primary school children (K-5th grade) in the City. The community engagement programs, Fire Explorer, Citizen CPR, and the ETHS Public Safety Program were successfully offered. The Department’s strategic plan continues to be implemented including a community walkthrough of the plan. 2018 Initiatives  In cooperation with Human Resources, the Department will conduct expanded recruitment and new hire testing for the purpose of creating an eligibility list for new hiring.  In cooperation with Northwestern University work on a cooperative agreement for a shared Emergency Operations Center will be initiated.  Emergency Management will continue working with City Departments on enhanced emergency preparedness and NIMS compliance while aiding the business community to prepare for continuity of their operations in the event of a disaster.  All members will be offered the opportunity to complete Incident Safety Officer and Pediatric Advanced Life Support (PALS) certification.  In cooperation with Information Technology, the Department will implement an upgraded Emergency Patient Care Reporting (ePCR) system.  The community engagement programs, Fire Explorer, ETHS Public Safety, Citizen CPR, and Citizen Fire Academy will be offered through our Department members.  The Department will continue its Strategic Plan implementation. 98 201 8 ADOPTED BUDGET - GENERAL FUND Fire Department Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected City fire insurance rating 2 2 1 Hydrants inspected/flow tested 1,310 1,310 1,310 Construction plans reviewed 446 435 480 Staff hours on cause and origin investigations 93 92 95 All Fire Dept. incidents, excluding ambulance calls 3,826 3,650 3,660 Ambulance calls 6,441 6,100 6,300 Extinguishing Alarm System activations (Included above) 1,437 1,445 1,450 99 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 11,954,706$ 11,624,265$ 11,865,249$ 11,627,475$ 61010 - REGULAR PAY 10,785,731 10,903,923 10,717,103 10,753,269 61110 - OVERTIME PAY 236,407 128,000 140,000 178,000 61111 - HIREBACK OT PAY 495,579 250,000 573,348 350,000 61113 - TRAINING OT 64,805 33,000 43,000 33,000 61415 - TERMINATION PAYOUTS 69,453 50,000 72,738 50,000 61420 - ANNUAL SICK LEAVE PAYOUT 111,605 50,000 96,375 50,000 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)- - 15,320 - 61610 - DENTAL INSURANCE - - 499 - 61615 - LIFE INSURANCE 108 110 563 6,249 61626 - CELL PHONE ALLOWANCE 2,100 1,200 3,200 3,600 61710 - IMRF 22,642 21,720 22,152 22,616 61725 - SOCIAL SECURITY 15,172 30,155 13,410 14,885 61730 - MEDICARE 151,102 156,157 167,541 165,856 Services and Supplies 384,965$ 428,023$ 427,224$ 368,023$ 62210 - PRINTING 3,473 4,000 4,000 4,000 62235 - OFFICE EQUIPMENT MAINT 471 1,100 1,100 1,100 62245 - OTHER EQMT MAINTENANCE 2,760 5,100 5,100 5,100 62250 - COMPUTER EQUIPMENT MAINT 2,513 8,100 8,100 8,100 62270 - MEDICAL/HOSPITAL SERVICES 40,061 50,400 50,400 50,400 62275 - POSTAGE CHARGEBACKS 281 3,000 3,000 3,000 62295 - TRAINING & TRAVEL 63,269 72,400 63,716 52,400 62315 - POSTAGE 205 500 500 500 62335 - DATA PROCESSING SERVICES 327 3,200 3,200 3,200 62355 - LAUNDRY/OTHER CLEANING 278 1,000 1,000 1,000 62360 - MEMBERSHIP DUES 58,848 47,200 47,200 47,200 62380 - COPY MACHINE CHARGES 2,111 1,223 1,223 1,223 62430 - CUSTODIAL CONTRACT SERVICES 5,013 2,000 6,840 2,000 62509 - SERVICE AGREEMENTS/ CONTRACTS 4,580 5,100 5,100 5,100 62518 - SECURITY ALARM CONTRACTS 3,629 6,400 6,400 6,400 62705 - BANK SERVICE CHARGES 626 - 619 - 64015 - NATURAL GAS 44,654 70,000 70,000 50,000 64505 - TELECOMMUNICATIONS - - 278 - 64540 - TELECOMMUNICATIONS - WIRELESS 18,708 12,000 12,000 12,000 65005 - AGRI/BOTANICAL SUPPLIES 214 300 300 300 65010 - BOOKS, PUBLICATIONS, MAPS 708 2,400 2,400 2,400 65015 - CHEMICALS/ SALT 7,170 6,000 6,000 6,000 65020 - CLOTHING 70,798 70,000 70,000 50,000 65040 - JANITORIAL SUPPLIES 13,644 11,000 11,000 11,000 65050 - BLDG MAINTENANCE MATERIAL 6,011 6,000 6,595 6,000 65070 - OFFICE/OTHER EQT MTN MATL 4,093 4,000 4,000 4,000 65075 - MEDICAL & LAB SUPPLIES 7,119 7,000 7,000 7,000 65085 - MINOR EQUIPMENT & TOOLS 4,504 4,500 4,543 4,500 65090 - SAFETY EQUIPMENT 1,493 2,000 2,000 2,000 65095 - OFFICE SUPPLIES 6,576 7,400 7,400 7,400 65105 - PHOTO/DRAFTING SUPPLIE 1,196 1,700 1,700 1,700 65125 - OTHER COMMODITIES 9,631 12,100 12,100 12,100 65555 - PERSONAL COMPUTER EQUIPMENT - - 1,510 - 65620 - OFFICE MACH. & EQUIP.- 900 900 900 Miscellaneous 97,065$ 426,590$ 332,193$ 181,090$ 62521 - MEDICAL EQ MAINT AGREEMENTS 25,933 31,400 31,400 31,400 62522 - SCBA EQ MAINT AGREEMENTS 8,269 250,000 221,091 6,000 62523 - EXTRICATION EQ MAINT AGREEMNTS 2,482 3,000 3,000 3,000 62605 - OTHER CHARGES 7,671 8,000 8,000 8,000 62770 - MISCELLANEOUS 8,281 8,202 8,202 8,202 65141 - FITNESS INCENTIVE 44,429 125,988 60,500 124,488 Insurance and Other Chargebacks 9,962,868$ 10,902,378$ 10,763,478$ 10,969,876$ 61510 - HEALTH INSURANCE 1,760,133 1,944,123 1,805,223 1,815,383 62675 - INTERDEPT TRANSFER PENSIONS 7,396,641 8,148,709 8,148,709 8,344,947 66030 - TRANSFER TO INSURANCE - RISK 802,344 802,346 802,346 802,346 66059 - HEALTH INSURANCE OPT OUT EXPENSE 3,750 7,200 7,200 7,200 Capital Outlay 26,742$ 70,000$ 64,000$ 35,000$ 65625 - FURNITURE & FIXTURES 26,742 70,000 64,000 35,000 Interfund Transfers 809,368$ 842,745$ 692,745$ 752,926$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 532,055 547,055 447,055 457,055 62309 - RENTAL OF AUTO REPLACEMENT 271,500 289,645 239,645 289,645 66025 - TRANSFER TO DEBT SERVICE - ERI 5,813 6,045 6,045 6,226 Grand Total $ 23,235,714 $ 24,294,001 $ 24,144,889 $ 23,934,390 100 2018 ADOPTED BUDGET - GENERAL FUND Health & Human Services Department The Health and Human Services Department’s mission is to protect, preserve, and promote wellness for people who live, work, and play in Evanston through creative and sustainable partnerships. The Department is a leader in improving the health and well-being of Evanston. The Health and Human Services Department’s deliverables are based on the idea that health is influenced by more than just individual choices. One’s physical and psychosocial environment, culture, and government all play a role in influencing and determining overall health. Healthy outcomes are integrated in a comprehensive approach to bring health, well-being, and equity considerations into the development and implementation of policies, programs, and services of traditionally non-health related government systems or agencies. With the Department’s food, environmental, property maintenance, emergency preparedness and communicable disease monitoring activities as well as through the addition of General Assistance and Emergency Assistance programs, the Health and Human Services Department is an active force in supporting the health and well-being of Evanston’s residents. The Health and Human Services Department is responsible for operating programs that prevent infectious and chronic diseases, promote food safety, and assure quality health care. The Department is focused on eliminating the social inequities in health between different racial and cultural groups, giving families a healthy start in life, and adopting health reforms that focus on prevention as a better integration of medical care, public health and other needed services. We partner with our community stakeholders to build a culture of health, enabling all in our diverse society to lead healthier lives now and for generations to come. Financial Summary Revenues FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 2407 HEALTH SERVICES ADMIN 10,912 12,000 5,000 5,000 2435 FOOD AND ENVIRONMENTAL HEALTH 958,379 1,046,550 1,055,297 960,650 2440 VITAL RECORDS 140,445 131,300 156,335 146,300 2455 COMMUNITY HEALTH 27,485 31,000 31,000 31,000 Grand Total $ 1,137,222 $ 1,220,850 $ 1,247,632 $ 1,142,950 Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 2407 HEALTH SERVICES ADMIN 326,461 329,428 336,160 283,166 2435 FOOD AND ENVIRONMENTAL HEALTH 1,548,936 1,835,024 1,608,643 1,691,549 2440 VITAL RECORDS 87,626 89,051 133,404 100,500 2455 COMMUNITY HEALTH 248,508 301,819 279,535 595,324 2460 COMMUNITY PURCHASED SERVICES 884,794 1,026,990 859,153 1,026,990 2499 GENERAL ASSISTANCE 1,027 - - - Grand Total $ 3,097,351 $ 3,582,312 $ 3,216,895 $ 3,697,529 101 2018 ADOPTED BUDGET - GENERAL FUND Health & Human Services Department Council Goal Performance City Council Goal Department Initiative Services for At-Risk Families The Department continues with the integration of the General Assistance and Emergency Assistance programs, which were formerly housed in the Township of Evanston. Services for At-Risk Families The Department in collaboration with Parks Recreation and Community Services (Dental Access Days), by providing adult dental services over a two-day period. Services for At-Risk Families The Department continues to strengthen outreach to HIV-positive individuals to help connect them with needed medical care Services for At-Risk Families The Health and Human Services Department is an active partner in the Safe and Healthy Homes Committee, a cross-departmental effort, which addresses emergency housing needs Services for At-Risk Families The Department hosted 2 Town Hall Meetings on Unnatural Causes: Inequity is making us Sick. The goal was to raise the profile of health inequities in our community. Services for At-Risk Families The Department hosts General Educational and Adult Basic Education courses improving literacy for community residents. Services for At-Risk Families The Department provides human services to at risk residents assisting in creating stability in housing, finances and navigating complex systems. 2017 Accomplishments Technology  Create electronic application for General and Emergency assistance  Established a Universal Tracking system for all At-risk Groups-Apricot Services for At-Risk Families  Convener of the Hoarding Taskforce  Established “Rent” Landlord/Tenant Educational Awareness Campaign Partnerships  Erie Family Health Center  School Based Health Center  NorthShore University Health Systems “Rethink Your Drink 2.0” Public Health Campaign  District 202 “Get Yourself Tested”  District 65 Passive Surveillance School Absenteeism program  Hosted 2nd Men’s Health Fair 102 2018 ADOPTED BUDGET - GENERAL FUND Health & Human Services Department Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected Number of licensed food establishments 436 465 465 Number of foodborne illness investigations performed 26 25 25 Total number of food inspections performed 461 664 665 Temporary food inspections performed 365 480 530 Food complaints evaluated / inspected 58 60 60 Food establishment plans reviewed 16 20 20 Rat and Rodent complaints investigated 1168 753 1000 Number of Communicable Disease Investigations 725 745 745 American Smoke-Out participants 150 300 400 Tobacco Education and Outreach 3 events 3 events 4 events Environmental Scans of Tobacco Retailers 34 33 33 Grants administered 15 15 15 Dwelling Units Inspected 1166 2636 2650 Occupants Affected by Rooming House Inspections 5517 5600 5750 Get Yourself Tested Participants at ETHS 60 70 75 Number of Women Out Walking Participants 514 393 600 Vacant Building Determinations 53 33 30 2018 Initiatives Advancing Health Equity by engaging new allies in the Health Equity Movement through policy, systems and environmental change.  Develop a comprehensive Mental Health resource and referral guide to share with city departments and community Mental Health partners and continue to update annually.  Work with the Evanston Mental Health Board and other community partners to develop a method for measuring ratio of Evanston population to Mental Health Providers.  Partner with Presence St. Francis Hospital to offer quarterly Mental Health First Aid training to all city employees, seeking participation from all City of Evanston departments.  3 community educational seminars on hoarding and create an Evanston hoarding support group, holding regular meetings for Evanston residents. 103 2018 ADOPTED BUDGET - GENERAL FUND Health & Human Services Department  Expand Women Out Walking to We’re Out Walking (including men and women) and increase program participation by 50% from 2016 baseline of 514 participants.  Incorporate a bicycling curriculum into all Evanston District 65 Elementary and Middle Schools and work with the Evanston Police Department to hold 2 targeted enforcement campaigns per year at intersections.  Expand the Rethink Your Drink Campaign by conducting the “Sugar Show” for all city staff, 10 Evanston businesses, and 10 nonprofit organizations.  Create a tool to screen for early violence exposure and establish baseline information for youth exposure to violence and trauma. 104 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 1,652,310$ 1,674,527$ 1,638,452$ 1,919,517$ 61010 - REGULAR PAY 1,357,828 1,420,347 1,338,680 1,589,910 61050 - PERMANENT PART-TIME 3,968 - 1,120 - 61055 - TEMPORARY EMPLOYEES 6,644 - - - 61110 - OVERTIME PAY 10,392 13,506 10,471 13,506 61415 - TERMINATION PAYOUTS 14,987 - 23,506 - 61420 - ANNUAL SICK LEAVE PAYOUT - - 17,908 - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)403 - - - 61610 - DENTAL INSURANCE - - 144 - 61615 - LIFE INSURANCE 19 13 55 1,464 61625 - AUTO ALLOWANCE 4,980 4,980 5,188 4,980 61626 - CELL PHONE ALLOWANCE 2,964 2,784 2,784 3,144 61630 - SHOE ALLOWANCE 1,400 930 1,085 1,085 61710 - IMRF 142,624 124,978 133,365 165,585 61725 - SOCIAL SECURITY 85,546 86,236 84,405 112,804 61730 - MEDICARE 20,555 20,753 19,741 27,039 Services and Supplies 110,544$ 198,771$ 153,131$ 160,615$ 61060 - SEASONAL EMPLOYEES 64,036 39,075 65,000 58,650 62205 - ADVERTISING - 400 - - 62210 - PRINTING 4,952 5,965 15,965 4,765 62235 - OFFICE EQUIPMENT MAINT - 150 150 150 62275 - POSTAGE CHARGEBACKS 1,945 5,000 4,000 5,000 62295 - TRAINING & TRAVEL 7,827 6,981 6,200 5,600 62345 - COURT COST/LITIGATION 400 1,500 1,000 1,000 62360 - MEMBERSHIP DUES 3,980 4,900 4,650 4,400 62371 - WOMEN OUT WALKING EXPENSE 7,649 5,000 7,000 5,000 62380 - COPY MACHINE CHARGES 3,536 2,049 2,049 2,049 62494 - HOME DAY CARE LICENSE EXPENDITURES 545 - 222 - 62645 - DIGITAL ARCHIVING - 2,500 - 2,500 62705 - BANK SERVICE CHARGES 3,298 - 1,521 - 64540 - TELECOMMUNICATIONS - WIRELESS 1,655 4,851 4,851 4,851 65010 - BOOKS, PUBLICATIONS, MAPS 188 950 250 - 65020 - CLOTHING 1,322 - - - 65025 - FOOD 442 650 473 400 65045 - LICENSING/REGULATORY SUPP 1,056 1,000 500 500 65075 - MEDICAL & LAB SUPPLIES 560 417 417 417 65085 - MINOR EQUIPMENT & TOOLS 603 1,200 400 600 65090 - SAFETY EQUIPMENT - 750 750 - 65095 - OFFICE SUPPLIES 5,454 12,233 4,733 27,533 65125 - OTHER COMMODITIES 583 200 - 200 65127 - LEADPAINT HAZARD GRANT EXPENSE - 100,000 30,000 35,000 65620 - OFFICE MACH. & EQUIP.513 3,000 3,000 2,000 Miscellaneous 135,611$ 332,468$ 191,747$ 367,468$ 62468 - IL TOBACCO FREE COMM EXP - 7,300 7,300 7,300 62469 - IL VACANT PROPERTY EXP 37,215 - 35,000 35,000 62471 - VECTOR SURVEILLANCE EXP 6,192 20,500 23,000 20,500 62472 - BEACH WATER TESTING EXP 5,324 10,000 10,000 10,000 62473 - ENVIRONMENTAL HEATH EXP 111 - - - 62474 - HEALTH PROTECTION EXP 14,854 31,227 15,000 31,227 62476 - CRI GRANT -EXPENSE (HHS)7,118 5,500 5,500 5,500 62477 - PHEP GRANT-EXPENSE 11,314 17,500 10,000 17,500 62490 - OTHER PROGRAM COSTS 33,174 197,641 47,804 197,641 62493 - PROPERTY CLEAN UP EXPENSE - 20,000 15,000 20,000 62605 - OTHER CHARGES 20,283 22,800 23,143 22,800 62646 - IL HIV SURVEILLANCE 26 - - - Insurance and Other Chargebacks 237,682$ 389,754$ 246,773$ 261,870$ 61510 - HEALTH INSURANCE 230,266 380,235 239,354 252,351 66030 - TRANSFER TO INSURANCE - RISK 5,916 5,919 5,919 5,919 66059 - HEALTH INSURANCE OPT OUT EXPENSE 1,500 3,600 1,500 3,600 Community Sponsored Organizations -$ 50,000$ 50,000$ 50,000$ 62647 - Cradle to Career Programming - 50,000 50,000 50,000 Interfund Transfers 961,205$ 936,792$ 936,792$ 938,059$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 25,827 25,827 25,827 25,827 62309 - RENTAL OF AUTO REPLACEMENT 9,286 9,565 9,565 9,565 62540 - MAINTENANCE OFFICE EQUIP CHARGEBACKS 675 - - - 66020 - TRANSFERS TO OTHER FUNDS - 859,153 859,153 859,153 66025 - TRANSFER TO DEBT SERVICE - ERI 40,623 42,247 42,247 43,514 66132 - TRANSFER TO HEALTH AND HUMAN SERV 884,794 - - - Grand Total $ 3,097,351 $ 3,582,312 $ 3,216,895 $ 3,697,529 105 2018 ADOPTED BUDGET - GENERAL FUND Parks, Recreation and Community Services Department The Parks, Recreation and Community Services Department provides a wide range of services that improve the quality of life of those who live, work or play in Evanston. The department supports the following: Parks, Recreation Over 70 parks sites, three recreation centers, sports, after school and preschool programs, camps, recreation programs, special recreation programs for people with special needs, six beaches/boat ramps. Community Services Opportunities for youth and young adults through strengthening existing youth services, establishing a network of service partnerships, creating marketable job training and placement and increasing opportunities for social and recreational outlets for disengaged youth. Senior Services: Operate the Levy Senior Center, as well as providing various programs and services for the growing senior population. Cultural Arts Ethnic Arts and Lakeshore Arts Festival, camps, arts programs, free Starlight Concert Series and Starlight Movie Series, and Noyes Theater. Ecology Natural history and environmental programs, camps, community gardens, fishing and canoeing instruction. Special Events Coordination of Citywide Special Events (sponsored by the City and other groups). 106 2018 ADOPTED BUDGET - GENERAL FUND Parks, Recreation and Community Services Department Financial Summary Revenues FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 3005 REC. MGMT. & GENERAL SUPPORT 36,540 35,500 36,500 35,500 3010 REC. BUSINESS & FISCAL MGMT 7,155 - - - 3020 REC GENERAL SUPPORT 133,181 109,000 116,000 97,250 3030 CROWN COMMUNITY CENTER 573,765 453,500 595,000 501,500 3035 CHANDLER COMMUNITY CENTER 687,866 700,500 685,500 700,500 3040 FLEETWOOD JOURDAIN COM CT 231,803 279,500 290,100 299,500 3045 FLEETWOOD/JOURDAIN THEATR 25,514 13,400 29,500 15,900 3050 RECREATION OUTREACH PROGRAM 177,621 125,000 180,000 145,000 3055 LEVY CENTER SENIOR SERVICES 647,395 683,000 712,860 738,000 3065 BOAT RAMP-CHURCH ST 71,158 104,265 95,000 91,000 3075 BOAT STORAGE FACILITIES 122,185 119,475 120,000 127,000 3080 BEACHES 847,284 716,655 845,250 795,000 3081 POOCH PARK 20,346 19,500 20,550 21,500 3085 RECREATION FACILITY MAINTENANCE 50 - - - 3095 CROWN ICE RINK 910,569 1,052,000 1,052,000 1,149,750 3100 SPORTS LEAGUES 100,664 74,300 69,300 81,300 3105 AQUATIC CAMP 294,107 240,000 260,000 250,000 3130 SPECIAL RECREATION 63,420 85,000 85,000 85,000 3135 SUMMER PLAYGROUNDS 690 - 720 - 3205 COMMUNITY RELATIONS 75,631 - - - 3215 YOUTH ENGAGEMENT DIVISION 74,269 65,000 99,560 65,000 3225 GIBBS-MORRISON CULTURAL CENTER 43,935 - 40,000 55,000 3605 ECOLOGY CENTER 143,866 121,000 131,000 - 3610 ECO-QUEST DAY CAMP 235,321 375,000 375,000 400,000 3710 NOYES CULTURAL ARTS CENTER 348,163 362,917 362,917 372,917 3720 CULTURAL ARTS PROGRAMS 300,916 340,000 349,115 340,000 3805 FACILITIES ADMINISTRATION 1,400 - - - Grand Total $ 6,174,814 $ 6,074,512 $ 6,550,872 $ 6,366,617 107 2018 ADOPTED BUDGET - GENERAL FUND Parks, Recreation and Community Services Department Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 2555 FARMER'S MARKET 258 - - - 3005 REC. MGMT. & GENERAL SUPPORT 394,184 410,180 423,534 440,096 3010 REC. BUSINESS & FISCAL MGMT 399,372 387,313 390,545 284,616 3015 COMM & MARKETING SERV 2,400 - - - 3020 REC GENERAL SUPPORT 1,017,464 1,020,879 990,135 980,560 3025 PARK UTILITIES 84,241 79,500 79,500 82,750 3030 CROWN COMMUNITY CENTER 1,041,173 912,163 966,765 925,068 3035 CHANDLER COMMUNITY CENTER 882,434 896,073 919,953 722,871 3040 FLEETWOOD JOURDAIN COM CT 918,974 915,808 918,517 910,042 3045 FLEETWOOD/JOURDAIN THEATR 163,935 151,114 158,830 157,244 3050 RECREATION OUTREACH PROGRAM 240,472 237,889 324,488 300,828 3055 LEVY CENTER SENIOR SERVICES 1,371,803 1,518,134 1,641,526 1,536,012 3065 BOAT RAMP-CHURCH ST 61,090 53,500 62,877 61,000 3075 BOAT STORAGE FACILITIES 12,743 11,450 13,337 11,450 3080 BEACHES 671,653 640,057 657,084 618,083 3095 CROWN ICE RINK 1,284,218 1,260,470 1,301,804 1,207,028 3100 SPORTS LEAGUES 97,557 215,563 164,051 79,287 3105 AQUATIC CAMP 113,139 114,250 133,287 104,250 3110 TENNIS 50,354 15,289 33,505 - 3130 SPECIAL RECREATION 396,937 394,991 449,536 324,037 3140 BUS PROGRAM 67,589 90,920 83,078 112,059 3150 PARK SERVICE UNIT 97,314 64,625 114,302 112,186 3155 GOLF 89 - - - 3215 YOUTH ENGAGEMENT DIVISION 1,249,647 1,488,740 1,466,905 1,560,444 3225 GIBBS-MORRISON CULTURAL CENTER 152,137 225,872 216,890 222,189 3605 ECOLOGY CENTER 409,517 391,523 426,482 409,576 3610 ECO-QUEST DAY CAMP 114,604 116,080 131,754 116,080 3700 NOYES CULTURAL ARTS CTR 106 - - - 3710 NOYES CULTURAL ARTS CENTER 211,820 207,502 214,933 219,630 3720 CULTURAL ARTS PROGRAMS 485,305 541,575 553,247 458,426 3729 NCAP-LAKESHORE FESTIVAL - - 25 - 3806 CIVIC CENTER SERVICES 4,947 - 5,000 - Grand Total $ 11,997,476 $ 12,361,460 $ 12,841,890 $ 11,955,812 108 2018 ADOPTED BUDGET - GENERAL FUND Parks, Recreation and Community Services Department City Council Goal Performance City Council Goal Department Initiative Services for At-Risk Families The mobile produce program provided food for approximately 325 individuals/families each month at the Robert Crown Center. Staff is researching the possibility of adding a new site in 2018. Services for At-Risk Families The Recreation department provides numerous camp and program scholarships to income qualified individuals throughout the year, 2017 is on track to provide $190,000 in scholarships to Evanston families at or below the 130% poverty level. Services for At-Risk Families The Mayor’s Summer Youth Employment Program has set a goal of employing 650 youth in Evanston. Services for At-Risk Families In response to community demand to continue efforts in violence reduction, the outreach division will remain fully staffed. 2018 Initiatives Recreation, Ecology, Arts and Community Services Division:  Begin to assess current programs at all facilities to provide specificity in determining the effectiveness of programs and develop a recreation program plan which will guide direction for current and future programs.  Enhance and diversify Special Recreation division programs by fall 2018 in order to better meet the needs and interests of participants. Programs will include a mix of athletic, social, arts, ecology and trips.  By summer 2018, the Lakefront staff will have applied to become a United States Lifeguard Association certifying agency, which allows us to provide our lifeguards the most quality certification for working in an open water surf environment.  Improve out of school programming for youth on school half days and holidays.  Develop a Senior Citizens Theatre Summer Camp with Levy Center members by May 2018.  Partner with the Levy Senior Center Foundation to conduct a “Happy Hour” Concert Series at the Levy Center by September 2018  Provide more pickleball sport opportunities by working with the pickleball community to grow the sport by June 2018.  Partner with Evanston Township High School and the Youth Job Center of Evanston to host the 2018 Mayor's Summer Youth Employment Program Annual Job Fair for 14 to 18 year olds. Host young adult 18 to 25 year old job fair with the Youth Job Center of Evanston.  Secure corporate and business sponsorship for the MSYEP Annual Job Fair by March 2018.  Establish public Youth and Young Adult Division success board that highlights youth and young adult client achievements and successes.  Establish a Youth and Young Adult Kingian Nonviolence Summer Leadership Academy as part of the MSYEP.  Establish joint ventures that help local residents to obtain local union sponsorships for skilled trades opportunities.  Establish and implement seasonal youth and young adult peace and reconciliation campaigns. 109 2018 ADOPTED BUDGET - GENERAL FUND Parks, Recreation and Community Services Department  Establish data sharing with District's 65 and 202 to support homeless youth and young adults with housing and safety plans.  Develop and implement educational public and school programs for the apiary by Fall 2018  Continue partnership with NU's Arts Circle, Northwestern Libraries and Science in Society to expand opportunities for Evanston youth and families  Introduce first adult Co-ed Flag Football league for the summer of 2018 at Foster Field. Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected Beach token sales to Evanston residents 20,657 21,006 19,000 Beach Token donation fund 8,075 10,044 10,000 Number of vendors at the Farmers’ Market 58 58 58 Number of staff trained and certified in American Red Cross CPR/AED 60 60 60 Total participants in all Special Recreation programs 756 649 700 Social Media account likes and followers (Facebook, Twitter, Instagram, Mobile App) 6,355 9,576 10,000 Scholarships granted (funds not collected) 173,000 190,000 195,000 Number of meals served (Summer Food program) 36,418 38,400 39,000 Number of meals served senior congregate lunch program 7,583 7,846 8,000 Special Event Permits Issued (City & Private Events) 119 104 125 Total number of camp program registrations 5,655 5,847 6,000 Number of Youth hired for Mayor’s Summer Youth Employment Program 550 600 650 110 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 6,260,198$ 6,264,861$ 6,370,735$ 5,914,192$ 61010 - REGULAR PAY 3,365,814 3,729,087 3,558,641 3,390,037 61011 - RECREATION INSTRUCTORS REG PAY 473,989 425,308 428,297 415,308 61013 - PROGRAM ASSISTANTS 217,160 292,674 315,867 270,074 61050 - PERMANENT PART-TIME 962,152 991,880 963,839 969,968 61062 - SPECIAL EVENT PAY 3,148 - 1,323 2,000 61110 - OVERTIME PAY 110,462 47,475 111,663 46,725 61415 - TERMINATION PAYOUTS 101,862 - 1,658 - 61420 - ANNUAL SICK LEAVE PAYOUT 21,126 - 9,890 - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)17,339 - 8,365 - 61610 - DENTAL INSURANCE - - 2,233 - 61615 - LIFE INSURANCE 54 54 667 3,535 61625 - AUTO ALLOWANCE 13,360 13,044 19,487 19,045 61626 - CELL PHONE ALLOWANCE 12,668 11,108 13,497 15,745 61630 - SHOE ALLOWANCE 5,135 5,580 6,510 4,960 61710 - IMRF 435,850 399,372 428,889 410,279 61725 - SOCIAL SECURITY 420,967 282,061 404,950 296,301 61730 - MEDICARE 99,114 67,218 94,959 70,215 Services and Supplies 3,968,826$ 4,194,924$ 4,631,608$ 4,291,484$ 61060 - SEASONAL EMPLOYEES 1,650,809 1,881,519 1,991,043 1,900,775 62205 - ADVERTISING 13,362 30,916 30,916 51,516 62210 - PRINTING 64,579 95,208 58,283 91,125 62215 - PHOTOGRAPHERS/BLUEPRINTS - 600 600 600 62225 - BLDG MAINTENANCE SERVICES 34,843 4,883 11,138 8,383 62235 - OFFICE EQUIPMENT MAINT 816 3,183 3,383 3,183 62245 - OTHER EQMT MAINTENANCE 26,977 32,599 36,060 31,766 62275 - POSTAGE CHARGEBACKS 1,540 15,148 15,148 14,148 62280 - OVERNIGHT MAIL CHARGES 905 - - - 62295 - TRAINING & TRAVEL 30,906 29,327 34,371 28,327 62315 - POSTAGE 21,942 24,533 20,243 24,533 62360 - MEMBERSHIP DUES 8,662 9,783 13,873 11,783 62365 - RECEPTION/ENTERTAINMEN - 483 548 483 62375 - RENTALS 12,959 9,900 9,900 6,400 62380 - COPY MACHINE CHARGES 32,998 19,120 19,120 19,120 62425 - ELEVATOR CONTRACT COSTS - 2,660 2,660 2,660 62495 - LICENSED PEST CONTROL SERVICES 4,748 5,958 7,358 5,958 62500 - TECHNICAL INFORMATION SERVICES 9,564 16,800 17,000 16,800 62505 - INSTRUCTOR SERVICES 224,801 232,475 356,181 231,975 62506 - WORK- STUDY 12,982 17,166 15,666 15,666 62507 - FIELD TRIPS 127,756 131,546 152,735 131,546 62508 - SPORTS OFFICIALS 13,554 25,664 20,900 21,400 62509 - SERVICE AGREEMENTS/ CONTRACTS 26,161 20,078 26,654 20,078 62510 - EDUCATOR SERVICES 1,409 - - - 62511 - ENTERTAIN/PERFORMER SERV 80,877 80,550 80,550 74,550 62513 - COMMUNITY PICNIC-SPECIAL EVENTS 4,507 8,000 8,000 8,000 62515 - RENTAL SERVICES 25,515 26,680 26,680 30,180 62518 - SECURITY ALARM CONTRACTS 12,061 8,841 12,246 3,841 62520 - OTHER CONTRACTUAL SERVICES 600 - - - 62525 - CONTRACTUAL SERVICES CHARGEBACK - - 670 - 62695 - COUPON PMTS-CAB SUBSIDY 164,634 235,000 288,000 235,000 62705 - BANK SERVICE CHARGES 79,009 75,000 75,149 75,000 62996 - Holiday Food Drive Expenses 13,619 10,000 10,000 10,000 64005 - ELECTRICITY 360,787 362,362 362,362 362,362 64015 - NATURAL GAS 93,878 133,159 134,835 133,159 64530 - TELECOMMUNICATIONS - HANDHELD EQUIPMENT - 83 - 83 64540 - TELECOMMUNICATIONS - WIRELESS 15,894 10,655 16,145 10,655 65005 - AGRI/BOTANICAL SUPPLIES 1,334 2,633 2,633 2,633 65010 - BOOKS, PUBLICATIONS, MAPS 39 983 817 566 65020 - CLOTHING 20,885 24,475 29,464 26,175 65025 - FOOD 275,636 192,601 275,523 257,413 65040 - JANITORIAL SUPPLIES 40,572 41,065 41,572 43,465 65045 - LICENSING/REGULATORY SUPP 10,570 9,700 12,953 9,100 65050 - BLDG MAINTENANCE MATERIAL 64,794 51,496 77,480 58,996 65055 - MATER. TO MAINT. IMP.- 3,582 3,582 3,582 65070 - OFFICE/OTHER EQT MTN MATL 9,501 14,015 14,405 14,848 65075 - MEDICAL & LAB SUPPLIES 897 1,666 1,736 1,583 65080 - MERCHANDISE FOR RESALE 4,762 - - - 65085 - MINOR EQUIPMENT & TOOLS 1,536 2,800 3,137 6,050 65090 - SAFETY EQUIPMENT 493 3,200 3,545 3,200 65095 - OFFICE SUPPLIES 38,607 29,155 34,244 29,405 65105 - PHOTO/DRAFTING SUPPLIE 199 200 200 200 65110 - RECREATION SUPPLIES 315,967 246,124 260,000 245,363 111 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 65125 - OTHER COMMODITIES 9,380 11,350 11,900 7,850 Miscellaneous 332,284$ 405,427$ 353,783$ 388,427$ 62490 - OTHER PROGRAM COSTS 331,066 405,343 351,471 385,343 62560 - TELEPHONE TELEGR CHBK - 84 - 84 62605 - OTHER CHARGES 4 - - - 66461 - Aging Well Conference Expenses 1,214 - 2,312 3,000 Insurance and Other Chargebacks 1,109,185$ 1,194,853$ 1,164,446$ 1,057,070$ 61510 - HEALTH INSURANCE 693,242 781,432 751,025 643,649 66030 - TRANSFER TO INSURANCE - RISK 409,824 409,821 409,821 409,821 66040 - GENERAL ADMINISTRATION & SUPPORT 119 - - - 66059 - HEALTH INSURANCE OPT OUT EXPENSE 6,000 3,600 3,600 3,600 Capital Outlay 51,672$ 20,000$ 38,820$ 20,000$ 62251 - CROWN CENTER SYSTEMS REPAIR 27,660 20,000 35,000 20,000 62482 - CONSTRUCTION 789 - - - 65510 - BUILDINGS - - 40 - 65515 - OTHER IMPROVEMENTS 23,223 - - - 65625 - FURNITURE & FIXTURES - - 3,780 - Community Sponsored Organizations -$ -$ 1,103$ -$ 63095 - HANDYMAN PROGRAM - - 1,103 - Interfund Transfers 275,312$ 281,395$ 281,395$ 284,639$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 107,312 107,312 107,312 107,312 62309 - RENTAL OF AUTO REPLACEMENT 64,080 66,003 66,003 66,003 66025 - TRANSFER TO DEBT SERVICE - ERI 103,920 108,080 108,080 111,324 Grand Total $ 11,997,476 $ 12,361,460 $ 12,841,890 $ 11,955,812 112 201 8 ADOPTED BUDGET - GENERAL FUND Public Works Agency The Public Works Agency consists of four individual Bureaus: Water Production, Environmental Services, Capital Planning & Engineering, and Infrastructure and Maintenance. Each of these Bureaus has a number of functions. The Agency includes General Fund funds as well as Solid Waste, Parking, Sewer, and Water Funds. The Water Production Bureau oversees the operation and maintenance of the water treatment plant and the storage facilities in the Evanston distribution system. Potable water is provided to the retail customers in Evanston, as well as two wholesale water customers, the Village of Skokie and the Northwest Water Commission (Arlington Heights, Buffalo Grove, Palatine, Wheeling, and Des Plaines). A new water supply agreement has been executed with Morton Grove & Niles. Water delivery is anticipated to begin in late 2018. The Environmental Services Bureau consists of three Divisions. The Greenways Division maintains the landscapes at all City owned facilities, parks and athletic fields. The Forestry Division maintains the City’s urban forest including the trimming of trees, inoculating elm trees, removal of diseased / dying trees and planting of new trees. The Recycling and Environmental Service Division collects and disposes of recycling materials and bulk materials (special pickups), performs maintenance in smaller business districts and performs street sweeping throughout the City. The Capital Planning & Engineering Bureau is responsible for implementing the citywide capital improvement program. This includes the planning, design and construction of projects to rehabilitate or otherwise improve physical city assets, including (but not limited to) streets, water main, sewer, bridges, sidewalks, facilities, parks, and the water treatment plant. The Infrastructure and Maintenance Bureau consists of four Divisions. The Traffic Division performs maintenance on all City traffic signs, traffic signals, street lights and parking lot lights. The Street Division is responsible of the patching of the paved streets and alleys, grading of unimproved alleys, leaf collection and leads the snow removal effort. The Distribution Division performs maintenance on the water distribution system including water mains, water services, fire hydrants, and valves. The Sewer Division performs maintenance on the City’s sewer system including the cleaning and repair of sewer pipes, manholes and drainage structures. Financial Summary Revenues FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 4105 PUBLIC WORKS AGENCY ADMIN 1,189,007 923,600 1,037,181 1,000,100 4320 FORESTRY (5,147) - - - 4520 TRAF. SIG.& ST LIGHT MAINT 13,867 - - - Grand Total $ 1,197,727 $ 923,600 $ 1,037,181 $ 1,000,100 113 201 8 ADOPTED BUDGET - GENERAL FUND Public Works Agency Expenses FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget 4105 PUBLIC WORKS AGENCY ADMIN 3,408,008 3,462,827 3,326,498 3,585,536 4300 ENVIRONMENTAL SERVICES 201,851 238,493 216,271 233,967 4310 RECYCLING AND ENVIRONMENTAL MAIN 693,407 1,732,956 1,787,435 1,113,648 4320 FORESTRY 1,917,572 2,753,812 2,707,299 2,273,218 4330 GREENWAYS 1,654,496 1,886,597 1,814,000 2,013,455 4400 CAPITAL PLANNING & ENGINEERING 130,624 166,279 166,376 91,833 4410 STREETS AND RIGHT OF WAY 483,520 575,853 508,827 461,777 4420 TRANSPORTATION 214,515 216,477 215,926 216,013 4430 PARKS AND FACILITIES 260,113 262,278 379,028 314,658 4500 INFRASTRUCTURE MAINTENANCE 227,622 274,911 242,934 222,301 4510 STREET MAINTENANCE 2,015,117 2,176,404 2,122,887 1,830,599 4520 TRAF. SIG.& ST LIGHT MAINT 1,269,062 1,303,011 1,214,686 1,288,906 4530 SEWER MAINTENANCE 1,068,946 - 5,015 - 4540 DISTRIBUTION MAINTENANCE 560 - - - 4550 MAINT-SNOW & ICE 942,724 1,162,950 600,744 961,445 Grand Total $ 14,488,137 $ 16,212,848 $ 15,307,926 $ 14,607,356 City Council Goal Performance City Council Goal Department Initiative City Facilities Completed the design of the Fountain Square Design City Streets Completed the 50/50 Sidewalk Replacement Program City Streets Completed the Citywide Traffic Calming Program City Streets Constructed the Emerson-Ridge-Green Bay Improvements City Streets Completed the MFT Street Resurfacing Project City Streets Completed the Street Patching, Crack Sealing and Pavement Marking Programs 2018 Initiatives  Complete design and installation of the meter vault at the point of delivery for the Morton Grove / Niles water supply  Complete the design of the Howard Streetscape Improvements project  MFT Street Resurfacing Program  Citywide Street Patching fixing 27,000 square yards of pavement, Crack Sealing program completing 10 streets, and Pavement Marking program completing the 2018 area.  Sheridan Road / Chicago Avenue Improvement Construction  Fleetwood Jourdain Community Center HVAC / Electrical Improvements  Continue efforts to remove dead and dying Ash trees infested with Emerald Ash Borers before they become hazardous. Staff will utilize an outside contractor to speed up the replacement tree plantings to try and shorten the overall wait for residents to receive new parkway trees after the removals.  Continue fundraising efforts begun in 2013 to increase the number of trees being planted on City parkways to help offset the additional losses due to EAB 114 201 8 ADOPTED BUDGET - GENERAL FUND Public Works Agency Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected In-house design of CIP infrastructure projects 22 26 25 Miles of streets resurfaced – primary routes 1.9 1.7 1.2 Miles of streets resurfaced – residential streets 1.1 1.9 2.0 Miles of streets plowed/season 725 750 1,450 Miles of streets salted/season 2,250 2,175 4,200 Tons of salt used/season 3,800 2,000 5,500 Mowing rotation in days 4.5 4.5 4.5 Parkway trees trimmed by City crews 1,300 3,000 3,500 Total number of parkway elm removed due to DED 15 12 11 Percentage of parkway elms actually removed 0. 58 0.46 0.43 Total number of other trees removed 750 550 550 Total number of new park and parkway trees planted 500 685 500 Elm trees covered under private insurance program 305 410 400 Percentage of trees that are removed by the City and replaced within one year (data source: Division tracking) 15 20 20 115 Account Number - Description FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Estimated Amount FY 2018 Adopted Budget Salary and Benefits 7,858,614$ 8,322,690$ 7,734,107$ 7,557,717$ 61010 - REGULAR PAY 5,985,815 6,267,895 6,159,090 5,711,237 61050 - PERMANENT PART-TIME 28,743 84,879 28,044 31,025 61110 - OVERTIME PAY 182,191 429,500 185,901 343,057 61114 - SNOW OT 388,443 393,500 120,000 325,000 61615 - LIFE INSURANCE 192 70 299 4,618 61625 - AUTO ALLOWANCE 9,990 9,990 10,407 9,090 61626 - CELL PHONE ALLOWANCE 3,024 3,360 3,360 3,360 61630 - SHOE ALLOWANCE 11,708 11,548 11,858 10,773 61710 - IMRF 685,290 594,321 637,446 612,315 61725 - SOCIAL SECURITY 398,677 382,828 393,898 410,279 61730 - MEDICARE 95,838 90,799 92,121 96,963 Services and Supplies 1,672,406$ 2,826,369$ 2,674,659$ 2,086,414$ 61060 - SEASONAL EMPLOYEES 62,975 120,600 133,542 85,600 62195 - LANDSCAPE MAINTENANCE SERVICES 74,138 142,000 112,199 142,000 62199 - PARK MNTNCE & FURNITURE RPLCMN 21,454 20,000 20,000 20,000 62210 - PRINTING 11,893 6,750 20,300 6,750 62235 - OFFICE EQUIPMENT MAINT 1,337 2,500 2,500 2,500 62245 - OTHER EQMT MAINTENANCE 450 2,800 2,800 2,200 62275 - POSTAGE CHARGEBACKS 570 2,700 2,700 2,700 62295 - TRAINING & TRAVEL 19,052 28,500 15,573 21,200 62315 - POSTAGE 1,072 1,250 1,408 1,250 62340 - COMPTER LICENSE & SUPP 2,000 2,100 2,100 2,100 62360 - MEMBERSHIP DUES 3,588 6,760 6,760 6,760 62375 - RENTALS 6,568 51,810 26,118 51,810 62380 - COPY MACHINE CHARGES 4,382 2,500 2,500 2,500 62385 - TREE SERVICES 41,988 75,000 75,000 75,000 62415 - DEBRIS/REMOVAL CONTRACTUAL COSTS 16,822 59,200 73,600 48,000 62451 - TOWING AND BOOTING CONTRACTS 51,290 60,000 5,250 55,000 62496 - DED INOCULATION 36,000 38,000 38,288 38,000 62497 - INOCULATION FUNDING- ANNUAL AMORTIZATION - 750,000 693,150 250,000 62509 - SERVICE AGREEMENTS/ CONTRACTS 83,783 125,000 133,200 85,000 62705 - BANK SERVICE CHARGES 862 1,000 1,000 1,000 64005 - ELECTRICITY - 13,000 13,244 13,000 64006 - LIGHTING 152,832 220,000 160,000 170,000 64007 - TRAFFIC LIGHT ELECTRICITY 68,743 85,000 75,000 75,000 64008 - FESTIVAL LIGHTING 4,568 5,000 5,000 5,000 64015 - NATURAL GAS 32,423 48,000 30,000 40,000 64505 - TELECOMMUNICATIONS 4,523 33,000 3,000 13,000 64540 - TELECOMMUNICATIONS - WIRELESS 33,481 25,000 42,477 22,000 64545 - PERSONAL COMPUTER SOFTWARE 8,000 11,000 11,000 18,500 65005 - AGRI/BOTANICAL SUPPLIES 110,450 162,000 162,000 162,000 65010 - BOOKS, PUBLICATIONS, MAPS 718 1,033 1,166 1,033 65015 - CHEMICALS/ SALT 421,882 384,100 385,623 331,095 65020 - CLOTHING 61,923 56,700 56,700 63,350 65025 - FOOD 958 1,350 1,000 1,350 65055 - MATER. TO MAINT. IMP.98,534 113,750 113,750 88,750 65070 - OFFICE/OTHER EQT MTN MATL 76,392 57,500 65,245 72,500 65075 - MEDICAL & LAB SUPPLIES 161 500 500 500 65085 - MINOR EQUIPMENT & TOOLS 45,749 30,550 54,153 25,550 65090 - SAFETY EQUIPMENT 12,119 13,850 20,214 10,850 65095 - OFFICE SUPPLIES 4,461 6,516 7,100 6,516 65105 - PHOTO/DRAFTING SUPPLIE - 1,750 1,750 750 65115 - TRAFFIC CONTROL SUPPLI 69,995 50,000 50,000 58,000 65125 - OTHER COMMODITIES - 1,300 300 1,300 65555 - PERSONAL COMPUTER EQUIPMENT 14,448 5,000 3,000 5,000 65620 - OFFICE MACH. & EQUIP.- 2,000 2,000 2,000 Insurance and Other Chargebacks 1,870,252$ 1,936,340$ 1,952,862$ 2,371,948$ 61510 - HEALTH INSURANCE 1,159,726 1,229,563 1,246,085 1,265,171 66030 - TRANSFER TO INSURANCE - RISK 706,776 706,777 706,777 1,106,777 Capital Outlay 55,147$ 53,500$ 24,368$ 43,500$ 65515 - OTHER IMPROVEMENTS 2,863 3,000 3,812 3,000 65550 - AUTOMOTIVE EQUIPMENT - 36,000 - 26,000 65625 - FURNITURE & FIXTURES 52,283 14,500 14,190 14,500 Contingencies 2,826$ 3,019$ 1,000$ 1,000$ 68205 - CONTINGENCIES 2,826 3,019 1,000 1,000 Interfund Transfers 1,972,925$ 3,070,930$ 2,920,930$ 2,546,777$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 1,211,004 1,211,004 1,111,004 1,031,004 62309 - RENTAL OF AUTO REPLACEMENT 571,918 609,075 559,075 609,075 66025 - TRANSFER TO DEBT SERVICE - ERI 190,003 194,884 194,884 200,731 69520 - TRANSFER TO SOLID WASTE - 1,055,967 1,055,967 705,967 Grand Total $ 14,488,137 $ 16,212,848 $ 15,307,926 $ 14,607,356 116 PART IV OTHER FUNDS 117 2018 ADOPTED BUDGET - OTHER FUNDS #175 – General Assistance Fund Description The General Assistance Program is mandated by the State of Illinois, is administered by the City of Evanston and supported by Evanston tax revenues. The program provides assistance (up to $875 monthly) to Evanston residents who are not eligible for other forms of state or federal financial assistance and do not have resources to support their basic needs. The goals of the General Assistance Program are to assist individuals and prepare them to become employment-ready through resources available in the General Assistance program as well as through programs administered by other City departments. Services will be delivered through a comprehensive system of care, which emphasizes identifying the most appropriate, least restrictive setting to promote the highest level of functioning. General Assistance staff members are committed to: ● Deliver services professionally and treat all clients with dignity and respect ● Manage business operations effectively and efficiently ● Promote accountability, transparency, and equity in all program services The Emergency Assistance Services Program is administered through the General Assistance Program and is available to all City of Evanston residents who meet income and asset guidelines as established by the General Assistance Office. The Emergency Assistance Program is operated and funded by the General Assistance Program and is provided according to adopted and written standards set forth by the General Assistance Program. Emergency Assistance benefits can only be issued once in a 12-month period and must meet the definition of an emergency or life-threatening situation, such as imminent eviction, utility disconnection, and or food insecurities. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes 827,615 900,000 920,900 925,000 Other Revenue 49,590 25,000 27,500 27,500 Interest Income 802 1,000 1,000 1,000 Total Revenue 878,006$ 926,000$ 949,400$ 953,500$ Salary and Benefits 246,916 282,103 281,008 356,180 Services and Supplies 529,013 858,900 702,542 858,200 Miscellaneous 2,723 7,000 7,000 7,000 Insurance and Other Chargebacks 26,205 30,968 42,699 44,541 Interfund Transfers - - 100,000 - Total Expenses 804,857$ 1,178,971$ 1,133,249$ 1,265,921$ Net Surplus (Deficit) $ 73,149 $ (252,971) $ (183,849) $ (312,421) Beginning Fund Balance $ 513,239 $ 586,388 $ 402,539 Ending Fund Balance $ 586,388 $ 402,539 $ 90,118 118 2018 ADOPTED BUDGET - OTHER FUNDS #175 – General Assistance 2018 Initiatives ● Serve the needs of financially distressed residents ● Prevent temporary financial difficulty ● Facilitate job readiness training ● Assist in identifying potential employment for eligible candidates ● Improve financial and health literacy ● Provide centralized case management and referral services Ongoing Activity Measures 2017 Estimated 2017 Actuals 2018 Projections Job readiness training participants 32 15 10 Financial literacy skills workshop participants 65 23 20 GED course participants 12 9 7 Clients securing part- or full-time employment 25 42 25 Referrals to community partner agencies 10 12 10 Clients receiving short-term case management services 80 100 95 Client housing stabilized/homelessness averted 110 111 115 Clients receiving utility assistance 5 40 42 Clients in a tobacco cessation program 3 2 3 Substance abuse treatment 7 5 6 Mental health services 25 28 25 Clients participating in Dental Access Days 30 30 30 119 175 GENERAL ASSISTANCE FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 246,916$ 282,103$ 281,008$ 356,180$ 61010 - REGULAR PAY 204,457 244,736 239,364 311,397 61110 - OVERTIME PAY 488 - - - 61415 - TERMINATION PAYOUTS 4,345 - - - 61615 - LIFE INSURANCE 10 7 - 125 61630 - SHOE ALLOWANCE - - 155 155 61710 - IMRF 21,781 18,919 23,646 24,552 61725 - SOCIAL SECURITY 12,835 14,945 14,461 16,169 61730 - MEDICARE 3,002 3,496 3,382 3,782 Services and Supplies 529,013$ 858,900$ 702,542$ 858,200$ 62210 - PRINTING 1,088 - 1,642 - 62275 - POSTAGE CHARGEBACKS 160 800 800 800 62295 - TRAINING & TRAVEL 475 2,500 2,500 2,000 62315 - POSTAGE 1,352 - - - 62360 - MEMBERSHIP DUES - 500 500 300 62380 - COPY MACHINE CHARGES 2,825 - - - 62705 - BANK SERVICE CHARGES 333 - - - 64566 - RENTAL EXPENSE- GA CLIENT 156,702 300,000 350,000 300,000 64567 - PERSONAL EXPENSE- GA CLIENT 342,490 500,000 300,000 500,000 64568 - TRANSPORTATION EXPENSE- GA CLIENT 2,232 4,000 4,000 4,000 64569 - 50/50 WORK PROGRAM- GA CLIENT - 1,500 1,500 1,500 64570 - CLIENT OTHER NEEDS- GA CLIENT - 500 1,500 500 64573 - ALL OTHER PHYSICIANS- GA CLIENT - 500 500 500 64574 - DRUGS- GA CLIENT - 300 300 300 64577 - EMERGENCY ROOM PHYSICIANS- GA CLIENT - 500 500 500 64578 - PSYCH OUTPATIENT/MENTAL- GA CLIENT - 300 300 300 64582 - MORTGAGE/RENTAL EXPENSE-EAS CLIENT 14,885 30,000 15,000 30,000 64584 - FOOD VOUCHERS - EMERGENCY-EAS CLIENT - 500 500 500 64585 - UTILITIES - COMED-EAS CLIENT 834 5,000 10,000 5,000 64586 - UTILITIES - NICOR-EAS CLIENT - 5,000 6,000 5,000 64587 - UTILITIES - COE WATER -EAS CLIENT - 5,000 5,000 5,000 65010 - BOOKS, PUBLICATIONS, MAPS - 1,000 1,000 1,000 65025 - FOOD 826 - - - 65090 - SAFETY EQUIPMENT 19 - - - 65095 - OFFICE SUPPLIES 4,791 1,000 1,000 1,000 Miscellaneous 2,723$ 7,000$ 7,000$ 7,000$ 62490 - OTHER PROGRAM COSTS 2,618 7,000 7,000 7,000 62605 - OTHER CHARGES 105 - - - Insurance and Other Chargebacks 26,205$ 30,968$ 42,699$ 44,541$ 61510 - HEALTH INSURANCE 25,455 30,968 42,699 44,541 66059 - HEALTH INSURANCE OPT OUT EXPENSE 750 - - - Interfund Transfers -$ -$ 100,000$ -$ 66131 - TRANSFER TO GENERAL FUND - - 100,000 - Grand Total $ 804,857.47 $ 1,178,971 $ 1,133,249 $ 1,265,921 120 201 8 ADOPTED BUDGET - OTHER FUNDS #176 – Human Services Fund Description The Human Services Fund was created to protect Evanston's most vulnerable residents and to provide individuals and families with access to services that promote self-sufficiency and address mental well- being. This also includes crisis intervention services and the community action program. Crisis intervention needs are currently being addressed through an agreement with Presence Behavioral Health to offer clinical 24-hour crisis services. The Community Action Program supports community initiatives to provide needed opportunities for at-risk families, veterans, and vulnerable populations. 2017 Accomplishments  Served the needs of financially distressed residents  Provide short- and long-term case management  Improved financial and health literacy for 30 residents  Provided central case management and referral services via Apricot Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Interfund Transfers 884,794 859,153 859,153 828,471 Total Revenue 884,794$ 859,153$ 859,153$ 828,471$ Operating Expenses Services and Supplies 61 767,055 - 859,153 Community Sponsored Organizations 849,333 92,098 859,153 - Total Expense 849,394$ 859,153$ 859,153$ 859,153$ Net Surplus (Deficit) $ 35,400 $ - $ - $ (30,682) Beginning Fund Balance $ 35,406 $ 70,806 $ 70,806 Ending Fund Balance $ 70,806 $ 70,806 $ 40,124 121 176 HEALTH AND HUMAN SERVICES FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies -$ 767,055$ -$ 859,153$ 65546 - COMMUNITY GRANTS PROGRAMS - 767,055 - 859,153 Supplies 61$ -$ -$ -$ 64540 - TELECOMMUNICATIONS - WIRELESS 61 - - - Community Sponsored Organizations 849,333$ 92,098$ 859,153$ -$ 62491 - COMMUNITY INTERVENTION PROGRAM COSTS 107,333 73,333 383,229 - 62890 - INFANT WELFARE SOCIETY 74,500 - 40,393 - 62940 - LAF (LEGAL ASSIST FOUNDATION)11,900 - 5,282 - 62970 - CONNECTION FOR HOMELESS 29,700 - 27,964 - 62980 - NORTH SHORE SENIOR CENTER 27,000 - 18,643 - 62990 - METROPOLITAN FAMILY SERV 63,300 - 43,501 - 63067 - CHILDCARE NETWORK EVANSTON 123,755 - 62,144 - 63068 - HOUSING OPTIONS 58,900 - 37,286 - 63069 - JAMES MORAN CENTER 41,500 - 25,479 - 63070 - PEER SERVICES 101,000 - 60,902 - 63071 - SHORE COMMUNITY SERVICES 39,000 - 22,993 - 63120 - MEALS AT HOME 7,850 - 4,972 - 67006 - Community Action Program 4,944 18,765 27,210 - 67030 - FAMILY FOCUS 29,895 - 21,751 - 67045 - YOU 92,655 - 48,507 - 67090 - Child Care Center Of Evanston 19,600 - 17,711 - 67146 - NORTHWEST CASA 16,500 - 11,186 - Grand Total $ 849,394 $ 859,153 $ 859,153 $ 859,153 122 201 8 ADOPTED BUDGET - OTHER FUND S #180 – Good Neighbor Fund Description The Good Neighbor Fund was created in 2016 as a result of Northwestern University’s commitment to contributing $1 million to the City for the support of operations and capital projects. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Donation from Northwestern University 1,000,000 1,000,000 1,000,000 1,000,000 Total Revenue 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ Operating Expenses Transfer to General Fund 500,000 500,000 500,000 480,000 Transfer to Capital Improvements Fund 500,000 500,000 500,000 450,000 Transfer to Library Fund - - - 70,000 Total Expenses 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ Net Surplus (Deficit) $ - $ - $ - $ - Beginning Fund Balance $ - $ - $ - Ending Fund Balance $ - $ - $ - 123 180 GOOD NEIGHBOR FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Interfund Transfers 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 66131 - TRANSFER TO GENERAL FUND 500,000 500,000 500,000 480,000 66142 - TRANSFER TO CIP-STREET REPAIR 500,000 500,000 500,000 450,000 66157 - TRANSFER TO LIBRARY FUND - - - 70,000 Grand Total 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 124 201 8 ADOPTED BUDGET - OTHER FUNDS #185 – Library Fund Description The Evanston Public Library aims to be the heart of the community by promoting the development of independent, self-confident and literate citizens by providing open access to cultural, intellectual, technological and informational resources. The Library Fund budget is passed annually by the Library Board. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes 6,136,248 6,376,358 6,284,000 6,685,000 Other Taxes 4,141 46,100 - - Other Revenue 67,943 24,849 64,936 130,000 Charges for Services - - 500 - Fines and Forfeitures 152,537 164,000 130,000 130,000 Interfund Transfers 235,800 190,200 - 265,771 Intergovernmental Revenue 75,418 57,418 110,238 152,418 Interest Income 4,717 5,400 5,000 5,400 Library Revenue 339,027 386,020 323,000 324,620 Total Revenue 7,015,830$ 7,250,345$ 6,917,674$ 7,693,209$ Operating Expenses Salary and Benefits 4,246,657 4,460,836 4,214,378 4,595,792 Services and Supplies 1,733,725 1,940,058 1,831,919 2,004,688 Insurance and Other Chargebacks 406,708 500,433 498,019 493,468 Capital Outlay 57,842 5,400 350 10,400 Interfund Transfers 340,272 343,618 343,618 366,949 Total Expenses 6,785,204$ 7,250,345$ 6,888,284$ 7,471,297$ Net Surplus (Deficit) $ 230,626 $ - $ 29,390 $ 221,912 Beginning Fund Balance 420,029$ 650,655$ 680,045$ Ending Fund Balance 650,655$ 680,045$ 901,957$ 125 185 LIBRARY FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 4,246,657$ 4,460,836$ 4,214,378$ 4,595,792$ 61010 - REGULAR PAY 2,366,572 2,459,125 2,406,191 2,533,417 61012 - LIBRARY SUBSTITUES - 17,200 - - 61050 - PERMANENT PART-TIME 1,163,807 1,256,660 1,090,671 1,358,094 61055 - TEMPORARY EMPLOYEES - 10,600 - - 61110 - OVERTIME PAY 15,673 7,000 2,500 7,000 61415 - TERMINATION PAYOUTS 56,126 67,550 81,630 47,500 61420 - ANNUAL SICK LEAVE PAYOUT 10,570 - 6,270 - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)3,950 - - - 61610 - DENTAL INSURANCE - - (49) - 61615 - LIFE INSURANCE 66 60 450 2,106 61625 - AUTO ALLOWANCE 7,200 7,200 7,200 7,200 61626 - CELL PHONE ALLOWANCE 4,115 2,300 3,900 3,400 61630 - SHOE ALLOWANCE 620 620 620 465 61710 - IMRF 346,735 355,786 338,615 343,098 61725 - SOCIAL SECURITY 219,351 223,725 224,565 237,205 61730 - MEDICARE 51,873 53,010 51,815 56,307 Services and Supplies 1,733,725$ 1,940,058$ 1,831,919$ 2,004,688$ 61060 - SEASONAL EMPLOYEES 42,536 - 41,100 41,000 62185 - CONSULTING SERVICES 188,784 141,700 123,000 241,700 62205 - ADVERTISING 9,339 8,000 8,000 8,000 62210 - PRINTING 7,745 8,000 8,000 8,000 62225 - BLDG MAINTENANCE SERVICES 214,081 212,700 208,700 162,700 62235 - OFFICE EQUIPMENT MAINT 6,741 12,000 12,000 12,000 62240 - AUTOMOTIVE EQMP MAINT 15 - - - 62245 - OTHER EQMT MAINTENANCE 34 1,300 1,300 1,300 62275 - POSTAGE CHARGEBACKS 1,554 2,600 2,600 2,600 62290 - TUITION - 5,000 5,000 5,000 62295 - TRAINING & TRAVEL 31,892 42,000 32,000 42,000 62315 - POSTAGE 5,369 4,500 4,892 4,500 62340 - COMPTER LICENSE & SUPP 59,168 46,300 86,300 44,000 62341 - INTERNET SOLUTION PROVIDERS 282,654 353,800 327,950 368,600 62360 - MEMBERSHIP DUES 5,625 2,100 2,100 2,100 62375 - RENTALS 43,712 46,238 46,238 46,238 62380 - COPY MACHINE CHARGES 24,476 12,900 4,000 12,900 62506 - WORK- STUDY 3,157 8,700 10,300 8,700 62705 - BANK SERVICE CHARGES 5,500 5,700 6,000 5,700 64015 - NATURAL GAS 22,993 29,900 29,984 29,900 64505 - TELECOMMUNICATIONS 3,197 - - - 64540 - TELECOMMUNICATIONS - WIRELESS 2,568 2,000 2,000 2,000 65040 - JANITORIAL SUPPLIES 12,356 12,000 12,000 12,000 65050 - BLDG MAINTENANCE MATERIAL 29,467 32,000 27,500 30,000 65095 - OFFICE SUPPLIES 63,788 98,100 75,000 98,100 65100 - LIBRARY SUPPLIES 98,567 103,850 79,200 103,850 65125 - OTHER COMMODITIES - 30,000 - - 65555 - PERSONAL COMPUTER EQUIPMENT 10,417 55,970 55,970 49,100 65630 - LIBRARY BOOKS 428,542 518,200 480,000 518,200 65635 - PERIODICALS 28,828 17,700 20,000 17,700 65640 - AUDIO RECORDINGS - - 85 - 65641 - AUDIO VISUAL COLLECTIONS 100,619 126,800 120,700 126,800 Insurance and Other Chargebacks 406,708$ 500,433$ 498,019$ 493,468$ 61510 - HEALTH INSURANCE 402,958 500,433 498,019 493,468 66059 - HEALTH INSURANCE OPT OUT EXPENSE 3,750 - - - Capital Outlay 57,842$ 5,400$ 350$ 10,400$ 62911 - ESSENTIAL REPAIRS 56,879 - - - 65503 - FURNITURE / FIXTURES / EQUIPMENT 963 5,400 350 5,400 Interfund Transfers 340,272$ 343,618$ 343,618$ 366,949$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 5,440 5,440 5,440 5,440 62309 - RENTAL OF AUTO REPLACEMENT 4,743 4,885 4,885 4,885 66019 - COMPONENT UNIT DISBURSEMENT 330,089 - - - 66025 - TRANSFER TO DEBT SERVICE - ERI - 83,293 83,293 86,624 66131 - TRANSFER TO GENERAL FUND - 250,000 250,000 270,000 Grand Total 6,785,204$ 7,250,345$ 6,888,284$ 7,471,297$ 126 201 8 ADOPTED BUDGET - OTHER FUNDS #186 – Library Debt Service Fund Description The Library Debt Fund was created to repay the outstanding debt obligation associated with the financing of the Evanston Public Library Main Branch. This fund accounts for the debt service costs associated with Library debt issuance to fund capital projects. Revenues for this fund come from the Library’s tax levy, and expenses are paid to the City as a part of the annual payment of all outstanding bonds. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes 364,827 345,955 367,288 345,790 Other Revenue 676,150 - - - Total Revenue 1,040,977$ 345,955$ 367,288$ 345,790$ Operating Expenses Services and Supplies 12,349 - - - Debt Service 385,696 345,955 367,288 333,404 Interfund Transfers 650,000 - - - Total Expenses 1,048,044$ 345,955$ 367,288$ 333,404$ Net Surplus (Deficit)(7,067)$ -$ -$ 12,386$ Beginning Fund Balance 36,776$ 29,709$ 29,709$ Ending Fund Balance 29,709$ 29,709$ 42,095$ 127 186 LIBRARY DEBT SERVICE FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget 62716 - BOND ISSUANCE COSTS 12,349 - - - Debt Service 385,696$ 345,955$ 367,288$ 333,404$ 68305 - DEBT SERVICE- PRINCIPAL 323,241 330,955 294,011 231,831 68315 - DEBT SERVICE- INTEREST 62,455 15,000 73,277 101,573 Interfund Transfers 650,000$ -$ -$ -$ 66019 - COMPONENT UNIT DISBURSEMENT 650,000 - - - Grand Total 1,048,044$ 345,955$ 367,288$ 333,404$ 128 201 8 ADOPTED BUDGET - OTHER FUNDS #187 – Library Capital Fund Fund Description This fund accounts for all of the library’s capital outlay expenditures not financed by annual operations or maintenance. Projects funded from Fund 187 are included in the City’s Capital Improvement Plan. They are developed as part of a multi-year long-term program to construct, rehabilitate or otherwise improve the library’s assets. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue - 3,774,500 1,423,000 10,095,000 Total Revenue -$ 3,774,500$ 1,423,000$ 10,095,000$ Operating Expenses Capital Outlay - 3,774,500 1,422,150 10,095,000 Total Expenses -$ 3,774,500$ 1,422,150$ 10,095,000$ Net Surplus (Deficit)-$ -$ 850$ -$ Beginning Fund Balance -$ -$ -$ 850$ Ending Fund Balance -$ -$ 850$ 850$ 129 187 LIBRARY CAPITAL IMPROVEMENT FD FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Capital Outlay -$ 3,774,500$ 1,422,150$ 10,095,000$ 65515 - OTHER IMPROVEMENTS - 3,774,500 1,422,150 10,095,000 Grand Total -$ 3,774,500$ 1,422,150$ 10,095,000$ 130 2018 ADOPTED BUDGET - OTHER FUNDS #195 – Neighborhood Stabilization Program 2 Fund Description The Neighborhood Stabilization Program 2 (NSP2) was funded by the American Recovery and Reinvestment Act of 2009 to stabilize neighborhoods that have been negatively impacted by high numbers of foreclosed and vacant homes. Evanston's NSP2 proposal includes two strategies to stabilize neighborhoods in two Census tracts, 8092 and 8102: ● The acquisition, rehabilitation, and re-occupancy of 100 units of foreclosed or abandoned housing. ● The redevelopment of two blighted parcels of vacant land in West Evanston into new housing consistent with the West Evanston Master Plan. All housing units rehabbed or developed with NSP2 funds are rented or sold to households with incomes at or below 120% of the area median income (AMI); 25% of total grant funds have been used to benefit households with incomes at or below 50% AMI, as required by the Department of Housing and Urban Development (HUD). Disposition of two remaining properties will be determined within ten years following grant closeout, which is expected to be complete by July 2018. Remaining NSP2 program income will be used to maintain land banked properties and for required compliance. Financial Summary 2018 Initiatives ● Complete all required rental and ownership compliance work. ● Submit land banking plan to HUD for approval. ● Submit required documents for grant closeout following drawdown of all grant funds and approval of land banking plan. Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Intergovernmental Revenue 91,447 139,500 51,017 95,147 Interest Income - - 150 - Total Revenue 91,447$ 139,500$ 51,167$ 95,147$ Operating Expenses Salary and Benefits 22,569 28,297 22,169 23,800 Services and Supplies 6,060 5,100 - 5,100 Miscellaneous 1,705 50,000 20,000 50,000 Insurance and Other Chargebacks 4,173 3,984 4,480 4,267 Capital Outlay 39,316 7,000 - 7,000 Interfund Transfers 17,623 4,518 4,518 4,654 Total Expenses 91,447$ 98,899$ 51,167$ 94,821$ Net Surplus (Deficit)-$ 40,601$ -$ 326$ Beginning Fund Balance -$ -$ -$ Ending Fund Balance -$ -$ 326$ 131 195 NEIGHBORHOOD STABILIZATION FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 22,569$ 28,297$ 22,169$ 23,800$ 61010 - REGULAR PAY 18,837 23,207 18,913 19,405 61110 - OVERTIME PAY - 1,000 - 1,000 61420 - ANNUAL SICK LEAVE PAYOUT 352 - - - 61615 - LIFE INSURANCE - 2 2 25 61710 - IMRF 1,985 2,351 1,882 1,859 61725 - SOCIAL SECURITY 1,131 1,407 1,112 1,224 61730 - MEDICARE 265 330 260 287 Services and Supplies 6,060$ 5,100$ -$ 5,100$ 62205 - ADVERTISING - 1,000 - 1,000 62275 - POSTAGE CHARGEBACKS - 500 - 500 62285 - COURIER CHARGES - 150 - 150 62295 - TRAINING & TRAVEL - 100 - 100 62380 - COPY MACHINE CHARGES - 150 - 150 62509 - SERVICE AGREEMENTS/ CONTRACTS 4,200 3,000 - 3,000 64545 - PERSONAL COMPUTER SOFTWARE 1,860 - - - 65095 - OFFICE SUPPLIES - 200 - 200 Miscellaneous 1,705$ 50,000$ 20,000$ 50,000$ 62490 - OTHER PROGRAM COSTS 1,705 50,000 20,000 50,000 Insurance and Other Chargebacks 4,173$ 3,984$ 4,480$ 4,264$ 61510 - HEALTH INSURANCE 4,173 3,984 4,480 4,267 Capital Outlay 39,316$ 7,000$ -$ 7,000$ 62483 - DEVELOPER FEES 25,967 - - - 62484 - DISPOSITION - 2,000 - 2,000 62489 - SITE MAINTENANCE 13,348 5,000 - 5,000 Interfund Transfers 17,623$ 4,518$ 4,518$ 4,654$ 66025 - TRANSFER TO DEBT SERVICE - ERI 4,344 4,518 4,518 4,654 66131 - TRANSFER TO GENERAL FUND 13,279 - - - Grand Total 91,447$ 98,899$ 51,167$ 94,821$ 132 201 8 ADOPTED BUDGET - OTHER FUNDS #200 – Motor Fuel Tax Fund Description The Motor Fuel Tax Funds are authorized by the Illinois Department of Transportation and are appropriated as part of the City's share of the gasoline tax. Funding is used for capital improvements involving street maintenance, street resurfacing, and signal upgrade projects. The Motor Fuel Tax funds are also used for operations and maintenance activities such as street cleaning, street sweeping, and snow removal operations. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Intergovernmental Revenue 1,896,461 1,920,000 1,940,000 1,910,000 Interest Income 6,613 1,000 13,000 12,000 Total Revenue 1,903,074$ 1,921,000$ 1,953,000$ 1,922,000$ Operating Expenses Capital Outlay 130,789 1,391,000 1,000,000 1,500,000 Interfund Transfers 2,189,000 857,990 858,000 957,990 Total Expenses 2,319,789$ 2,248,990$ 1,858,000$ 2,457,990$ Net Surplus (Deficit)(416,715)$ (327,990)$ 95,000$ (535,990)$ Beginning Fund Balance 1,830,393$ 1,413,678$ 1,508,678$ Ending Fund Balance 1,413,678$ 1,508,678$ 972,688$ 133 200 MOTOR FUEL TAX FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Capital Outlay 130,789$ 1,391,000$ 1,000,000$ 1,500,000$ 65515 - OTHER IMPROVEMENTS 130,789 1,391,000 1,000,000 1,500,000 Interfund Transfers 2,189,000$ 857,990$ 858,000$ 957,990$ 66131 - TRANSFER TO GENERAL FUND 833,000 857,990 858,000 957,990 66156 - TRANSFER TO CAPITAL IMPROVEMENT FUND 1,356,000 - - - Grand Total $ 2,319,789 $ 2,248,990 $ 1,858,000 $ 2,457,990 134 201 8 ADOPTED BUDGET- OTHER FUNDS #205 – Emergency Telephone System Fund Description In accordance with Illinois Public Act 85-978, the City of Evanston enacted Ordinance 133-O-90 by referendum in December of 1990. The purpose of the Ordinance was to establish an Enhanced 9-1-1 system. Per the legislature, an Emergency Telephone System Board (ETSB) was established. The function of the ETSB is to design and implement an enhanced 9-1-1 system for the City of Evanston and monitor the system once in place. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Taxes 1,038,331 1,020,700 1,023,000 1,050,700 Interest Income 2,472 1,000 5,600 1,000 Total Revenues 1,040,803$ 1,021,700$ 1,028,600$ 1,051,700$ Expenses Salary and Benefits 509,028 517,524 501,229 535,547 Services and Supplies 263,105 282,400 272,470 282,400 Insurance and Other Chargebacks 91,628 102,517 95,526 97,125 Capital Outlay 423,493 55,000 55,000 55,000 Interfund Transfers 142,207 72,977 72,977 73,366 Total Expenses 1,429,460$ 1,030,418$ 997,202$ 1,043,438$ Net Surplus (Deficit)(388,657)$ (8,718)$ 31,398$ 8,262$ Beginning Fund Balance 551,718$ 163,061$ 194,459$ Ending Fund Balance 163,061$ 194,459$ 202,721$ 135 205 EMERGENCY TELEPHONE (E911) FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 509,028$ 517,524$ 501,229$ 535,547$ 61010 - REGULAR PAY 409,685 436,537 425,143 452,587 61070 - JOB TRAINING AND INTERNSHIPS 1,500 - - - 61110 - OVERTIME PAY 11,370 2,000 1,500 2,000 61415 - TERMINATION PAYOUTS 6,461 - - - 61420 - ANNUAL SICK LEAVE PAYOUT 2,067 - - - 61615 - LIFE INSURANCE - - - 573 61635 - UNIFORM ALLOWANCE 1,700 1,700 1,700 1,700 61710 - IMRF 44,499 44,383 41,927 43,351 61725 - SOCIAL SECURITY 25,729 26,667 25,091 28,638 61730 - MEDICARE 6,017 6,237 5,868 6,698 Services and Supplies 263,105$ 282,400$ 272,470$ 282,400$ 62225 - BLDG MAINTENANCE SERVICES - 3,500 1,500 3,500 62295 - TRAINING & TRAVEL 2,295 7,500 6,000 7,500 62360 - MEMBERSHIP DUES 1,150 900 500 900 62509 - SERVICE AGREEMENTS/ CONTRACTS 194,852 220,000 230,000 220,000 64505 - TELECOMMUNICATIONS 7,038 15,000 5,000 15,000 64540 - TELECOMMUNICATIONS - WIRELESS 22,818 15,000 15,000 15,000 64560 - CABLE - NETWORK 23,712 - - - 65020 - CLOTHING - 1,200 - 1,200 65035 - PETROLEUM PRODUCTS 379 800 520 800 65085 - MINOR EQUIPMENT & TOOLS 8,518 15,000 11,000 15,000 65095 - OFFICE SUPPLIES 1,120 1,500 950 1,500 65620 - OFFICE MACH. & EQUIP.1,223 2,000 2,000 2,000 Insurance and Other Chargebacks 91,628$ 102,517$ 95,526$ 97,125$ 61510 - HEALTH INSURANCE 73,430 85,069 78,078 79,677 66059 - HEALTH INSURANCE OPT OUT EXPENSE 750 - - - 66130 - TRANSFER TO INSURANCE 17,448 17,448 17,448 17,448 Capital Outlay 423,493$ 55,000$ 55,000$ 55,000$ 65625 - FURNITURE & FIXTURES 423,493 55,000 55,000 55,000 Interfund Transfers 142,207$ 72,977$ 72,977$ 73,366$ 66025 - TRANSFER TO DEBT SERVICE - ERI 12,478 12,977 12,977 13,366 66131 - TRANSFER TO GENERAL FUND 129,729 60,000 60,000 60,000 Grand Total $ 1,429,460 $ 1,030,418 $ 997,202 $ 1,043,438 136 201 8 ADOPTED BUDGET - OTHER FUNDS #210 – Special Service Area 4 Fund Description Special Service Area 4 (SSA4) was established to provide certain public services to supplement services currently or customarily provided by the City to the Area, the promotion and advertisement of the Area in order to attract businesses and consumers to the Area, and provide any other public services to the Area which the City may deem appropriate from time to time. Special services, as they apply to SSA4, include maintenance of public improvements (e.g. landscaping) together with any such other further services necessary to the accomplishment of the improvement. SSA4 is managed by Downtown Evanston (formerly EvMark), an Illinois not-for-profit corporation. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes 321,266 320,000 323,500 370,000 Interest Income 2 - - - Total Revenue 321,268$ 320,000$ 323,500$ 370,000$ Operating Expenses Services and Supplies 323,000 320,000 320,000 370,000 Total Expenses 323,000$ 320,000$ 320,000$ 370,000$ Net Surplus (Deficit)(1,732)$ -$ 3,500$ -$ Beginning Fund Balance (190,544)$ (192,276)$ (188,776)$ Ending Fund Balance (192,276)$ (188,776)$ (188,776)$ 137 210 SPECIAL SERVICE AREA (SSA) #4 FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget 62517 - SPECIAL SERVICE AREA AGREEMENT 323,000 320,000 320,000 370,000 Grand Total $ 323,000 $ 320,000 $ 320,000 $ 370,000 138 2018 ADOPTED BUDGET - OTHER FUNDS #215 – Community Development Block Grant Fund Description The City is a federal entitlement community and receives Community Development Block Grant funds annually to address the needs of low- and moderate-income residents. Statutory program goals are to provide decent housing, a suitable living environment, and economic opportunity primarily for residents whose incomes do not exceed 80% of the area median income. 2018 Initiatives ● Focus CDBG funding on City capital projects in primarily low/moderate income neighborhoods that otherwise would not be undertaken due to limited funding for capital projects. ● Begin work on the new Cook County regional Assessment of Fair Housing required for the 2020-2024 Consolidated Plan, working with Cook County, CMAP, the Housing Authority of Cook County, and other entitlement communities. ● Expand the reach of the CDBG Housing Rehab program to address code and life safety violations, and make accessibility improvements in owner-occupied and rental housing for low/moderate income residents, in coordination with the Handyman Program, Rebuilding Together, and other programs for greatest impact and efficiencies. Performance Report on FY 2017 Major Program Objectives Despite the latest receipt of our CDBG grant funding in the past 11 years, the 2017 CDBG program: ● Completed two major public improvement projects: paving of an unimproved alley using permeable pavers and resurfacing residential streets in low-income neighborhoods. ● Worked with Ridgeville Park District to renovate Brummel Park, an important amenity in south Evanston. ● Provided business loans for two new businesses opening on Howard Street as part of the revitalization of that important business/commercial corridor. ● Provided needed public services to at-risk low/moderate income residents through 16 different programs, including after school programs, job training and placement, home-delivered meals for seniors and people with disabilities, domestic violence programs, Summer Youth Employment and the Certificate of Rehab program that enables residents with criminal backgrounds to be eligible for a wide range of jobs that are otherwise not open to them. 139 2018 ADOPTED BUDGET - OTHER FUNDS #215 – Community Development Block Grant Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 10,197 - - - Intergovernmental Revenue 2,016,478 2,272,494 1,864,064 2,330,124 Total Revenue 2,026,675$ 2,272,494$ 1,864,064$ 2,330,124$ Operating Expenses Salary and Benefits 414,848 393,090 381,563 432,370 Services and Supplies 6,219 220,840 206,600 220,840 Miscellaneous 61,555 569,970 195,457 569,970 Insurance and Other Chargebacks 405,247 93,120 94,104 91,176 Capital Outlay 608,829 - 47,226 - Community Sponsored Organizations 507,815 175,500 50,000 175,500 Interfund Transfers 17,938 829,458 889,114 949,656 Total Expenses 2,022,452$ 2,281,978$ 1,864,064$ 2,439,512$ Net Surplus (Deficit)4,224$ (9,484)$ -$ (109,388)$ Beginning Fund Balance 59,882$ 64,106$ 64,106$ Ending Fund Balance 64,106$ 64,106$ (45,282)$ 140 215 CDBG FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 414,848$ 393,090$ 381,563$ 432,370$ 61010 - REGULAR PAY 302,761 290,555 288,771 322,087 61050 - PERMANENT PART-TIME 45,245 43,132 31,032 45,613 61110 - OVERTIME PAY 1,138 - 1,334 - 61415 - TERMINATION PAYOUTS - - 780 - 61420 - ANNUAL SICK LEAVE PAYOUT 1,407 - 717 - 61615 - LIFE INSURANCE 10 10 16 208 61626 - CELL PHONE ALLOWANCE 1,466 414 414 414 61630 - SHOE ALLOWANCE 723 179 179 179 61710 - IMRF 36,264 33,796 33,445 35,220 61725 - SOCIAL SECURITY 20,937 20,263 20,161 23,218 61730 - MEDICARE 4,897 4,741 4,714 5,431 Services and Supplies 6,219$ 220,840$ 206,600$ 220,840$ 62205 - ADVERTISING 760 750 750 750 62210 - PRINTING 156 250 250 250 62275 - POSTAGE CHARGEBACKS 101 350 350 350 62285 - COURIER CHARGES 22 150 150 150 62295 - TRAINING & TRAVEL 2,087 1,500 1,500 1,500 62360 - MEMBERSHIP DUES - - 940 - 62380 - COPY MACHINE CHARGES - 800 800 800 62665 - CONTRIB TO OTHER AGENCIES - 216,640 200,000 216,640 64540 - TELECOMMUNICATIONS - WIRELESS 671 - - - 64545 - PERSONAL COMPUTER SOFTWARE 1,860 - 1,860 - 65020 - CLOTHING 536 - - - 65095 - OFFICE SUPPLIES 26 400 - 400 Miscellaneous 61,555$ 569,970$ 195,457$ 569,970$ 62490 - OTHER PROGRAM COSTS 9,555 569,970 195,457 569,970 63045 - SUMMER YOUTH EMPLOYMENT 52,000 - - - Insurance and Other Chargebacks 405,247$ 93,120$ 94,104$ 91,176$ 61510 - HEALTH INSURANCE 68,946 72,472 73,456 70,528 62740 - OTHER CHARGES-CHARGEBACK 317,836 - - - 66130 - TRANSFER TO INSURANCE 18,466 20,648 20,648 20,648 Capital Outlay 608,829$ -$ 47,226$ -$ 62780 - ACCESSIBLE CURB RAMP 95,265 - - - 62795 - STREETLIGHT UPGRADE 64,101 - 45,376 - 62800 - F/J LOCKER ROOMS 230,569 - - - 62840 - ALLEY PAVING PROGRAM 2,406 - 1,850 - 65682 - STREETS 216,489 - - - Community Sponsored Organizations 507,815$ 175,500$ 50,000$ 175,500$ 62935 - JAMES MORAN CENTER 25,000 - - - 62940 - LAF (LEGAL ASSIST FOUNDATION)7,250 - - - 62945 - YOUTH JOB CENTER OF EVANSTON 31,817 - - - 62954 - IMPACT BEHAVIORAL HLT PTNRS (COMMUNITY UNITY 1)17,500 - - - 62955 - YWCA SHELTER PROGRAM 31,817 - - - 62960 - INTERFAITH ACTION COUNCIL 10,000 - - - 62980 - NORTH SHORE SENIOR CENTER 13,000 - - - 62995 - FAMILY FOCUS CENTER REHAB 56,900 - - - 63064 - SUNSHINE ENTERPRISES 147,500 175,500 50,000 175,500 63070 - PEER SERVICES 14,000 - - - 63120 - MEALS AT HOME 15,000 - - - 63125 - OPEN STUDIO PROJECT 5,000 - - - 67030 - FAMILY FOCUS 20,000 - - - 67045 - YOU 113,031 - - - Interfund Transfers 17,938$ 829,458$ 889,114$ 949,656$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 10,547 824 824 824 62309 - RENTAL OF AUTO REPLACEMENT 3,876 1,339 1,339 1,339 66025 - TRANSFER TO DEBT SERVICE - ERI 3,515 6,594 6,594 6,792 66131 - TRANSFER TO GENERAL FUND - 330,701 405,357 330,701 66156 - TRANSFER TO CAPITAL IMPROVEMENT FUND - 490,000 475,000 610,000 Grand Total $ 2,022,452 $ 2,281,978 $ 1,864,064 $ 2,439,512 141 2018 ADOPTED BUDGET - OTHER FUNDS #220 – Community Development Block Grant Loan Fund Description The CDBG Loan Fund is a revolving loan fund. Its purpose is to provide 0-3% interest loans that may be deferred or amortizing to rehab income eligible one- and two-unit owner-occupied residential properties and multi-family rental properties that are occupied by income-eligible households under HUD regulations. It also funds deferred loans for income-eligible homeowners to demolish unsafe garages and dangerous trees. Funds are prioritized for properties with code violations, as well as for energy efficiency and accessibility. This fund was established with HUD approval using Community Development Block Grant funds. Principal and interest payments from loans are returned to the Revolving Loan Fund and are used for additional eligible projects. Additionally, repayments on CDBG loans made to businesses are deposited into this fund and designated for CDBG economic development activities. Fund Summary Notes for Financial Summary: In 2015 all loan receivables were classified as forgivable loans and therefore no longer included in fund balance. Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 208,541 293,000 149,785 293,000 Interest Income 4,656 - 215 - Total Revenue 213,197$ 293,000$ 150,000$ 293,000$ Operating Expenses Services and Supplies 160,641 293,000 150,000 293,000 Total Expenses 160,641$ 293,000$ 150,000$ 293,000$ Net Surplus (Deficit)52,555$ -$ -$ -$ Beginning Fund Balance 158,366$ 210,921$ 210,921$ Ending Fund Balance 210,921$ 210,921$ 210,921$ 142 220 CDBG LOAN FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 160,641$ 293,000$ 150,000$ 293,000$ 65535 - REHAB LOANS 160,641 293,000 150,000 293,000 Grand Total $ 160,641 $ 293,000 $ 150,000 $ 293,000 143 201 8 ADOPTED BUDGET - OTHER FUNDS #225 – Economic Development Fund Description The Economic Development Fund provided support for the implementation of the City Council adopted Economic Development Plan and funding for the City's economic development initiatives as well as staff, consulting services, and marketing efforts needed to support these activities. In addition, the Economic Development Fund was a resource for business assistance, in the form of loans and grants, particularly in areas outside of the five TIF Districts. The Economic Development Fund was closed at the end of 2016, with all revenues, expenditures, and fund balances being moved into the General Fund. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Taxes 2,257,692 - - - Other Revenue 271,359 - - - Interfund Transfers 47,500 - - - Interest Income 8,761 - - - Total Revenue 2,585,312$ -$ -$ -$ Operating Expenses Salary and Benefits 539,508 - - - Services and Supplies 423,972 - - - Miscellaneous 1,845 - - - Insurance and Other Chargebacks 73,245 - - - Capital Outlay 241,180 - - - Interfund Transfers 865,318 - - - Total Expenses 2,145,068$ -$ -$ -$ Net Surplus (Deficit)440,244$ -$ -$ -$ Beginning Fund Balance 2,555,982$ -$ -$ Ending Fund Balance 2,996,226$ -$ -$ 144 225 ECONOMIC DEVELOPMENT FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 539,508$ -$ -$ -$ 61010 - REGULAR PAY 452,033 - - - 61110 - OVERTIME PAY 550 - - - 61415 - TERMINATION PAYOUTS 1,319 - - - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)1,191 - - - 61615 - LIFE INSURANCE 15 - - - 61625 - AUTO ALLOWANCE 1,245 - - - 61626 - CELL PHONE ALLOWANCE 2,700 - - - 61710 - IMRF 46,974 - - - 61725 - SOCIAL SECURITY 27,054 - - - 61730 - MEDICARE 6,428 - - - Services and Supplies 423,972$ -$ -$ -$ 61060 - SEASONAL EMPLOYEES 1,768 - - - 62185 - CONSULTING SERVICES 13,666 - - - 62295 - TRAINING & TRAVEL 3,696 - - - 62346 - REAL ESTATE TAX PAYMENTS TO COUNTY (1,059) - - - 62360 - MEMBERSHIP DUES 820 - - - 62659 - ECONOMIC DEVELOPMENT PARTNERSHIP CONTRIBUTIONS 98,000 - - - 62660 - BUSINESS ATTRACTION 57,225 - - - 62662 - BUSINESS RETENTION / EXPANSION INVESTMENTS 244,535 - - - 65010 - BOOKS, PUBLICATIONS, MAPS 79 - - - 65095 - OFFICE SUPPLIES 241 - - - 65525 - PAINT GRANTS 5,000 - - - Miscellaneous 1,845$ -$ -$ -$ 62490 - OTHER PROGRAM COSTS 1,315 - - - 62770 - MISCELLANEOUS 530 - - - Insurance and Other Chargebacks 73,245$ -$ -$ -$ 61510 - HEALTH INSURANCE 59,283 - - - 66130 - TRANSFER TO INSURANCE 13,962 - - - Capital Outlay 241,180$ -$ -$ -$ 65522 - BUSINESS DISTRICT IMPROVEMENTS 234,211 - - - 65625 - FURNITURE & FIXTURES 6,969 - - - Interfund Transfers 865,318$ -$ -$ -$ 66025 - TRANSFER TO DEBT SERVICE - ERI 15,322 - - - 66131 - TRANSFER TO GENERAL FUND 849,996 - - - Grand Total $ 2,145,068 $ - $ - $ - 145 201 8 ADOPTED BUDGET - OTHER FUNDS #235 – Neighborhood Improvement Fund Description The Neighborhood Improvement Fund is used for special improvement projects in the Dempster-Dodge Shopping Center and the Main Street Commons area. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Total Revenue -$ -$ -$ -$ Operating Expenses Miscellaneous - 100,000 - 100,000 Total Expenses -$ 100,000$ -$ 100,000$ Net Surplus (Deficit)-$ (100,000)$ -$ (100,000)$ Beginning Fund Balance 169,915$ 169,915$ 169,915$ Ending Fund Balance 169,915$ 169,915$ 69,915$ 146 235 NEIGHBORHOOD IMPROVEMENT FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Miscellaneous -$ 100,000$ -$ 100,000$ 62490 - OTHER PROGRAM COSTS - 100,000 - 100,000 Grand Total $ - $ 100,000 $ - $ 100,000 147 2018 ADOPTED BUDGET - OTHER FUNDS #240 – HOME Fund Description The HOME Investment Partnership Program addresses the affordable housing needs of low- and moderate-income individuals and families by promoting, preserving, and producing affordable housing; providing housing-related services; and funding private and non-profit entities that address these needs. HOME funds are used to: ● Finance the acquisition and/or rehabilitation of existing residential units; ● Fund new construction of affordable housing; ● Fund Tenant Based Rental Assistance (TBRA). 2018 Initiatives Ongoing Activity Measures 2016 Actual 2017 Estimated 2018 Projected Number of housing units acquired, rehabbed or constructed 153 2 5 Number of households helped with TBRA 10 20 15 Housing, Homeless, and Human Relations Commission meetings 9 10 10 Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 27,259 - - - Intergovernmental Revenue 178,211 585,861 395,825 588,936 Interest Income 14 - - - Total Revenue 205,484$ 585,861$ 395,825$ 588,936$ Operating Expenses Salary and Benefits 31,964 41,005 40,477 42,964 Services and Supplies 180,110 540,200 350,000 540,200 Miscellaneous 100 500 500 500 Insurance and Other Chargebacks (4,297) 4,987 4,848 4,657 Total Expenses 207,876$ 586,692$ 395,825$ 588,321$ Net Surplus (Deficit)(2,392)$ (831)$ -$ 615$ Beginning Fund Balance 4,769$ 2,377$ 2,377$ Ending Fund Balance 2,377$ 2,377$ 2,992$ 148 240 HOME FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 31,964$ 41,005$ 40,477$ 42,964$ 61010 - REGULAR PAY 27,031 34,869 34,528 36,605 61615 - LIFE INSURANCE 3 4 - 4 61710 - IMRF 2,907 3,527 3,404 3,507 61725 - SOCIAL SECURITY 1,639 2,111 2,063 2,308 61730 - MEDICARE 383 494 482 540 Services and Supplies 180,110$ 540,200$ 350,000$ 540,200$ 62185 - CONSULTING SERVICES 590 - - - 62360 - MEMBERSHIP DUES 200 200 - 200 65535 - REHAB LOANS 179,320 540,000 350,000 540,000 Miscellaneous 100$ 500$ 500$ 500$ 62490 - OTHER PROGRAM COSTS 100 500 500 500 Insurance and Other Chargebacks (4,297)$ 4,987$ 4,848$ 4,657$ 61510 - HEALTH INSURANCE 3,178 4,167 4,028 3,837 62740 - OTHER CHARGES-CHARGEBACK (8,295) - - - 66130 - TRANSFER TO INSURANCE 820 820 820 820 Grand Total $ 207,876 $ 586,692 $ 395,825 $ 588,321 149 2018 ADOPTED BUDGET - OTHER FUNDS #250 – Affordable Housing Fund Description The Affordable Housing Fund addresses the housing needs of low-, moderate and middle-income individuals and families by promoting, preserving, and producing affordable housing; providing housing- related services; and providing support for non-profit organizations that actively address these housing needs, through: ● Funding a comprehensive tenant/landlord program through Open Communities. ● Providing funds for the acquisition, rehabilitation, and new construction of affordable housing. ● Providing gap funding for affordable housing projects funded primarily with Low Income Housing Tax Credits or other sources, particularly for projects with units restricted to households with incomes that do not exceed 50% of the area median. ● Providing funding support for the Homeless Management Information System (HMIS). ● Providing funding support for transitional housing, housing education, and related services. ● Providing local match funds for Federal housing grants where appropriate. ● Funding housing programs like the Senior Handyman Program that are not eligible for Federal HOME or CDBG funding. Fund Summary Notes for Financial Summary: In 2015, all loan receivables were reclassified as forgivable loans and therefore no longer included in fund balance. The fund balance listed above is composed mainly of cash/investments and represents available balances for future Affordable Housing Fund activities (approximately $1.0 million per the 2016 Comprehensive Annual Financial Report). Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Taxes 106,780 50,000 50,000 50,000 Other Revenue 448,343 585,600 130,000 400,600 Interest Income 1,392 230 3,000 230 Total Revenue 556,515$ 635,830$ 183,000$ 450,830$ Operating Expense Salary and Benefits 34,138 63,452 40,476 92,963 Services and Supplies 201 1,077,500 250,000 279,500 Miscellaneous 110,956 102,500 102,500 43,000 Insurance and Other Chargebacks 3,178 8,800 4,028 3,837 Community Sponsored Organizations 735 455,000 - 70,000 Total Expenses 149,207$ 1,707,252$ 397,004$ 489,300$ Net Surplus (Deficit)407,308$ (1,071,422)$ (214,004)$ (38,470)$ Beginning Fund Balance 993,880$ 1,401,188$ 1,187,184$ Ending Fund Balance 1,401,188$ 1,187,184$ 1,148,714$ 150 250 AFFORDABLE HOUSING FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 34,138$ 63,452$ 40,476$ 92,963$ 61010 - REGULAR PAY 29,206 53,955 34,528 86,604 61615 - LIFE INSURANCE 3 4 - 4 61710 - IMRF 2,907 5,460 3,404 3,507 61725 - SOCIAL SECURITY 1,639 3,268 2,062 2,308 61730 - MEDICARE 383 765 482 540 Services and Supplies 201$ 1,077,500$ 250,000$ 279,500$ 62227 - ADVOCACY SERVICES - 27,500 - 27,500 62705 - BANK SERVICE CHARGES 201 - - - 65497 - LANDLORD-TENANT - - - 41,000 65498 - EMERGENCY HOTEL VOUCHERS - - - 17,500 65499 - SENIOR BRIDGE HOUSING - - - 10,000 65500 - HMIS - - - 18,500 65530 - REHAB GRANTS - 50,000 - - 65535 - REHAB LOANS - 1,000,000 250,000 165,000 Miscellaneous 110,956$ 102,500$ 102,500$ 43,000$ 62490 - OTHER PROGRAM COSTS 73,645 75,000 75,000 40,500 62770 - MISCELLANEOUS 590 27,500 27,500 2,500 66017 - BAD DEBT EXPENSE 36,721 - - - Insurance and Other Chargebacks 3,178$ 8,800$ 4,028$ 3,837$ 61510 - HEALTH INSURANCE 3,178 8,800 4,028 3,837 Community Sponsored Organizations 735$ 455,000$ -$ 70,000$ 63095 - HANDYMAN PROGRAM 735 - - - 68325 - BLIGHT REDUCTION EXPENSE - 455,000 - 70,000 Grand Total $ 149,207 $ 1,707,252 $ 397,004 $ 489,300 151 201 8 ADOPTED BUDGET - OTHER FUNDS #300 – Washington National TIF Fund Description The City Council adopted the Washington National Tax Increment Financing District (TIF) on September 15, 1994. This TIF will expire in 2017, with last collection of incremental property taxes in 2018. The TIF District consists of approximately 83,000 square feet of land (bounded by Church Street on the north, Davis Street on the south, and Chicago Avenue on the east) located in the downtown business area of the city. This fund is responsible for the receipt of all debt proceeds issued and allocated to the TIF, as well as principal and interest payments on outstanding debt. The Washington National TIF typically transfers funds to the Parking Garage Fund and Parking Fund to assist with debt payments related to the Sherman Avenue Parking Garage. The 2017 Adopted Budget includes $5.5 million for the rehabilitation of Fountain Square in Downtown Evanston. The Proposed 2018 Budget includes $1.0 million for the participation in the Red/Purple Modernization Project ongoing with the City of Chicago. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes 4,729,649 5,145,000 5,313,000 5,750,000 Interest Income 14,012 10,000 30,000 20,000 Total Revenue 4,743,661$ 5,155,000$ 5,343,000$ 5,770,000$ Operating Expenses Services and Supplies 2,750 500,000 - 2,000,000 Miscellaneous 1,098,676 100,000 100,000 100,000 Capital Outlay 4,473 - - - Interfund Transfers 4,455,515 9,940,636 7,580,636 7,107,040 Total Expenses 5,561,415$ 10,540,636$ 7,680,636$ 9,207,040$ Net Surplus (Deficit)(817,754)$ (5,385,636)$ (2,337,636)$ (3,437,040)$ Beginning Fund Balance 6,442,430$ 5,624,676$ 3,287,040$ Ending Fund Balance 5,624,676$ 3,287,040$ (150,000)$ 152 300 WASHINGTON NATIONAL TIF FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 2,750$ 500,000$ -$ 2,000,000$ 62185 - CONSULTING SERVICES 2,750 - - - 62665 - CONTRIB TO OTHER AGENCIES - 500,000 - 2,000,000 Miscellaneous 1,098,676$ 100,000$ 100,000$ 100,000$ 62605 - OTHER CHARGES 98,676 100,000 100,000 100,000 69010 - SURPLUS DISTRIBUTION 1,000,000 - - - Capital Outlay 4,473$ -$ -$ -$ 65515 - OTHER IMPROVEMENTS 4,473 - - - Interfund Transfers 4,455,515$ 9,940,636$ 7,580,636$ 7,107,040$ 66020 - TRANSFERS TO OTHER FUNDS 3,711,768 4,120,636 4,120,636 4,167,040 66131 - TRANSFER TO GENERAL FUND 350,000 350,000 350,000 550,000 66156 - TRANSFER TO CAPITAL IMPROVEMENT FUND 393,747 5,470,000 3,110,000 2,390,000 Grand Total $ 5,561,415 $ 10,540,636 $ 7,680,636 $ 9,207,040 153 201 8 ADOPTED BUDGET - OTHER FUNDS #305 – Special Service Area #5 Fund Description The City Council adopted Special Service Area #5 (SSA #5) on June 27, 1994. Special Service Area #5 is comprised of the City’s downtown business district. The City Council also approved a $9,500,000 Downtown Public Works Improvement Program for Area #5. The ordinances establishing the area authorized the issuance of up to $5,000,000 in Special Service Area bonds. On June 21, 1995, the City sold $3,060,000 of the Special Service Area bonds at public bid, and sold another $1,940,000 of service bonds on July 9, 1996. The City issued series 2002C bonds in October 2002. A portion of the proceeds were used to refund series 1995 and series 1996 SSA #5 property tax bonds. The City issued Series 2012A Bonds in July 2012. A portion of the proceeds were used to retire 2002C Bonds, which were used to retire Series 1995 and Series 1996 SSA #5 Bonds. SSA #5 was closed at the end of 2016. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes (180) - - - Interest Income 35 - - - Total Revenue (145)$ -$ -$ -$ Operating Expenses Services and Supplies 5,652 - - - Debt Service 428,186 - - - Interfund Transfers 91,445 - - - Total Expenses 525,284$ -$ -$ -$ Net Surplus (Deficit)(525,429)$ -$ -$ -$ Beginning Fund Balance 525,429$ -$ -$ Ending Fund Balance -$ -$ -$ 154 305 SPECIAL SERVICE AREA (SSA) #5 FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 5,652$ -$ -$ -$ 62346 - REAL ESTATE TAX PAYMENTS TO COUNTY 5,652 - - - Debt Service 428,186$ -$ -$ -$ 68305 - DEBT SERVICE- PRINCIPAL 405,000 - - - 68315 - DEBT SERVICE- INTEREST 23,186 - - - Interfund Transfers 91,445$ -$ -$ -$ 66020 - TRANSFERS TO OTHER FUNDS 91,445 - - - Grand Total $ 525,284 $ - $ - $ - 155 201 8 ADOPTED BUDGET - OTHER FUNDS #310 – Howard-Hartrey TIF Fund Description The City Council adopted the Southwest II Tax Increment Finance (TIF) District – also called the Howard-Hartrey TIF – on April 27, 1992. This TIF expired in 2015, with the last collection of incremental property taxes in 2016. The TIF District consisted of a 23-acre site located at 2201 West Howard Street in the southwest corner of the city. The development consists of a shopping center with several large stores. The total project cost was $39,266,932, of which the City provided $7,390,000 in land acquisition and public improvement costs. This fund was responsible for the payment of principal and interest on any outstanding debt service associated with this TIF. The debt service payment schedule extended through FY 2015. The TIF was expanded to include property north of the existing TIF that included property at 222 Hartrey Avenue, a property acquired for use by the car dealership, Autobarn. Approximately $2,500,000 was approved by City Council in April 2014 in support of rehabilitation at the property. Work on this project was completed in mid-2016 and the property is has been utilized for repairs and inventory for Evanston’s only car dealership. Final distribution of remaining TIF funds was made to Cook County in 2017 and this TIF is closed. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes 1,233,675 - - - Other Revenue - - (45,325) - Interest Income 2,319 - 1,320 - Total Revenue 1,233,675$ -$ (45,325)$ -$ Operating Expenses Services and Supplies 2,488 - 599,667 - Miscellaneous 129,192 - - - Capital Outlay - - - - Interfund Transfers 1,741,757 599,667 - - Total Expenses 1,873,437$ 599,667$ 599,667$ -$ Net Surplus (Deficit)(639,762)$ (599,667)$ (644,992)$ -$ Beginning Fund Balance 1,283,434$ 643,672$ (1,320)$ Ending Fund Balance 643,672$ (1,320)$ (1,320)$ 156 310 HOWARD-HARTREY TIF FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 2,488$ -$ 599,667$ -$ 62185 - CONSULTING SERVICES 2,488 - - - 62665 - CONTRIB TO OTHER AGENCIES - - 599,667 - Miscellaneous 129,192$ -$ -$ -$ 62605 - OTHER CHARGES 129,192 - - - Interfund Transfers 1,741,757$ 599,667$ -$ -$ 66131 - TRANSFER TO GENERAL FUND 152,450 - - - 66156 - TRANSFER TO CAPITAL IMPROVEMENT FUND 1,589,307 599,667 - - Grand Total $ 1,873,437 $ 599,667 $ 599,667 $ - 157 2018 ADOPTED BUDGET - OTHER FUNDS #320 – Debt Service Fund Description The budgeted property tax revenue for FY 2018 is on the cash basis and represents 2017 levy, which will primarily be received in calendar year 2018. The FY 2018 expenditures are budgeted on cash basis and are the actual payments required to be made during the fiscal year according to debt maturity schedules. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes 10,438,928 10,879,993 11,036,000 10,879,993 Other Revenue (2006B Bond Proceeds)8,211,196 - - - Interfund Transfers 2,999,879 3,160,852 3,160,872 3,460,821 Intergovernmental Revenue 80,089 83,292 83,292 83,292 Interest Income 24,264 1,500 14,000 1,500 Total Revenue 21,754,356$ 14,125,637$ 14,294,164$ 14,425,606$ Operating Expenses Services and Supplies 149,553 120,250 121,025 120,000 Miscellaneous 57 - - - Debt Service 23,454,863 23,535,887 14,344,881 14,177,257 Total Expenses 23,604,473$ 23,656,137$ 14,465,906$ 14,297,257$ Net Surplus (Deficit)(1,850,118)$ (9,530,500)$ (171,742)$ 128,349$ Beginning Fund Balance 2,596,115$ 745,997$ 574,255$ Ending Fund Balance 745,997$ 574,255$ 702,604$ 158 320 DEBT SERVICE FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 149,553$ 120,250$ 121,025$ 120,000$ 62350 - FISCAL AGENT SERVICES 11,525 120,250 121,025 120,000 62716 - BOND ISSUANCE COSTS 138,028 - - - Miscellaneous 57$ -$ -$ -$ 62605 - OTHER CHARGES 57 - - - Debt Service 23,454,863$ 23,535,887$ 14,344,881$ 14,177,257$ 68305 - DEBT SERVICE- PRINCIPAL 19,255,943 19,663,863 10,463,863 10,346,234 68315 - DEBT SERVICE- INTEREST 4,198,920 3,872,024 3,881,018 3,831,023 Grand Total $ 23,604,473 $ 23,656,137 $ 14,465,906 $ 14,297,257 159 201 8 ADOPTED BUDGET - OTHER FUNDS #330 – Howard-Ridge TIF Fund Description The City Council adopted the Howard-Ridge Tax Increment Financing (TIF) District on January 26, 2004. This TIF will expire in 2027, with last year of collection in 2028. The TIF District is generally bounded on the north by various parcels that front Howard Street and Chicago Avenue, on the east by the City of Evanston's boundaries and the Chicago Transit Authority (CTA) Red Line, on the south by City boundaries, and on the west by Ridge Avenue. The TIF District contains mixed residential uses, retail/commercial properties, and institutional uses. This TIF district has supported the residential development at 415 Howard Street and the revitalization of commercial buildings at 629-631 and 623 Howard Street. Additional City-owned properties at 633, 717-723, and 727-729 Howard Street offer new opportunities for business expansion on this commercial corridor. In 2018 the City will complete developments for a new Theater to be located at 717-723 Howard Street and will begin construction of a mixed use housing/retail development on Chicago Avenue. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes 533,105 555,000 582,285 605,000 Other Revenue 282,307 1,030,000 1,080,000 3,780,000 Interest Income 374 400 10 400 Total Revenue 815,787$ 1,585,400$ 1,662,295$ 4,385,400$ Operating Expenses Services and Supplies 679,056 538,000 556,000 461,500 Capital Outlay - 1,000,000 700,000 3,200,000 Debt Service 693 600 2,000 960,000 Interfund Transfers 107,500 60,000 60,000 60,000 Total Expenses 787,249$ 1,598,600$ 1,318,000$ 4,681,500$ Net Surplus (Deficit)28,537$ (13,200)$ 344,295$ (296,100)$ Beginning Fund Balance (28,621)$ (84)$ 344,211$ Ending Fund Balance (84)$ 344,211$ 48,111$ 160 330 HOWARD-RIDGE TIF FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 679,056$ 538,000$ 556,000$ 461,500$ 62185 - CONSULTING SERVICES 216 - 3,000 - 62346 - REAL ESTATE TAX PAYMENTS TO COUNTY 110,302 23,000 38,000 23,000 62705 - BANK SERVICE CHARGES 2,490 - - - 62706 - REVENUE SHARING AGREEMENTS 562,237 510,000 510,000 433,500 64015 - NATURAL GAS 3,811 5,000 5,000 5,000 Capital Outlay -$ 1,000,000$ 700,000$ 3,200,000$ 62483 - DEVELOPER FEES - - 500,000 1,700,000 65507 - PROPERTY ACQUISITIONS - 1,000,000 - - 65509 - PROPERTY REHAB WORK - - 200,000 1,500,000 Debt Service 693$ 600$ 2,000$ 960,000$ 68305 - DEBT SERVICE- PRINCIPAL - - - 900,000 68315 - DEBT SERVICE- INTEREST 693 600 2,000 60,000 Interfund Transfers 107,500$ 60,000$ 60,000$ 60,000$ 66020 - TRANSFERS TO OTHER FUNDS 47,500 - - - 66131 - TRANSFER TO GENERAL FUND 60,000 60,000 60,000 60,000 Grand Total $ 787,249 $ 1,598,600 $ 1,318,000 $ 4,681,500 161 201 8 ADOPTED BUDGET - OTHER FUNDS #335 – West Evanston TIF Fund Description The City Council adopted the West Evanston Tax Increment Financing (TIF) District in September 2005. The TIF District is generally bounded on the north by Emerson Street and by various parcels that front Church Street, on the east by parcels that front Florence Avenue and Dodge Avenues, on the south by Dempster Street properties that front Dempster Street and Greenleaf Street, and on the west by the City of Evanston's border, properties that front Hartrey Avenue, and the property that fronts the west side of Dodge Avenue. The TIF District contains mixed residential uses, retail, commercial, industrial and institutional uses. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes - - 42,160 - Other Revenue 11,311 - 8,500 - Interest Income 1,684 150 2,138 150 Total Revenue 12,995$ 150$ 52,798$ 150$ Operating Expenses Services and Supplies 507 - - - Capital Outlay (1,028) - - - Debt Service 8,519 10,000 10,000 10,000 Interfund Transfers 30,000 30,000 30,000 30,000 Total Expenses 37,998$ 40,000$ 40,000$ 40,000$ Net Surplus (Deficit)(25,003)$ (39,850)$ 12,798$ (39,850)$ Beginning Fund Balance 442,263$ 417,260$ 430,058$ Ending Fund Balance 417,260$ 430,058$ 390,208$ 162 335 WEST EVANSTON TIF FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 507$ -$ -$ -$ 62185 - CONSULTING SERVICES 216 - - - 62705 - BANK SERVICE CHARGES 291 - - - Capital Outlay (1,028)$ -$ -$ -$ 65515 - OTHER IMPROVEMENTS (1,028) - - - Debt Service 8,519$ 10,000$ 10,000$ 10,000$ 68315 - DEBT SERVICE- INTEREST 8,519 10,000 10,000 10,000 Interfund Transfers 30,000$ 30,000$ 30,000$ 30,000$ 66131 - TRANSFER TO GENERAL FUND 30,000 30,000 30,000 30,000 Grand Total $ 37,998 $ 40,000 $ 40,000 $ 40,000 163 2018 ADOPTED BUDGET - OTHER FUNDS #340 – Dempster-Dodge TIF Fund Description The City Council approved the creation of the Dempster-Dodge Tax Increment Financing (TIF) District on June 25, 2013. The Dempster-Dodge TIF District area is comprised of a single parcel. This parcel is a shopping center located at the southwest corner of the intersection of Dempster Street and Dodge Avenue. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes - - 48,001 275,000 Other Revenue - 50,000 2,040,000 - Total Revenue -$ 50,000$ 2,088,001$ 275,000$ Operating Expenses Services and Supplies 971 - - - Debt Services 28,444 2,044,000 2,044,000 72,666 Total Expenses 29,415$ 2,044,000$ 2,044,000$ 72,666$ Net Surplus (Deficit)(29,415)$ -$ 44,001$ 202,334$ Beginning Fund Balance -$ (29,415)$ 14,586$ Ending Fund Balance (29,415)$ 14,586$ 216,920$ 164 340 DEMPSTER-DODGE TIF FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 971$ -$ -$ -$ 62705 - BANK SERVICE CHARGES 971 - - - Debt Service 28,444$ 2,044,000$ 2,044,000$ 72,666$ 68305 - DEBT SERVICE- PRINCIPAL - 2,004,000 2,000,000 - 68315 - DEBT SERVICE- INTEREST 28,444 40,000 44,000 72,666 Grand Total $ 29,415 $ 2,044,000 $ 2,044,000 $ 72,666 165 201 8 ADOPTED BUDGET- OTHER FUNDS #345 – Chicago-Main TIF Fund Description The City Council adopted the Chicago-Main Tax Increment Financing (TIF) district #8 in January 2013. The goal of this TIF district is to support the continued development of the thriving business district located near the intersection of Chicago Avenue and Main Street. In October 2013, the Chicago Main TIF Advisory Committee held its inaugural meeting. This committee reviews all expenditures from the TIF and provides recommendations to the City Council prior to review of any expenditure from the TIF. In 2015, with $2.9 million in financial assistance, Riverside Development constructed approximately 10,000 square feet of office space in a mixed use building at the southeast corner of Chicago Avenue and Main Street. Engineering work in this TIF area will begin in 2018, funded through the Capital Improvements Fund, with debt services expenses beginning in 2019. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes - - 75,430 425,000 Other Revenue 1,580,000 - 3,520,000 - Total Revenue 1,580,000$ -$ 3,595,430$ 425,000$ Operating Expenses Services and Supplies 437 - - - Capital Outlay 1,740,000 3,580,000 580,000 - Debt Service 16,556 60,000 3,060,000 108,999 Total Expenses 1,756,993$ 3,640,000$ 3,640,000$ 108,999$ Net Surplus (Deficit)(176,993)$ (3,640,000)$ (44,570)$ 316,001$ Beginning Fund Balance 312,070$ -$ 135,077$ 90,507$ Ending Fund Balance 135,077$ -$ 90,507$ 406,508$ 166 345 CHICAGO-MAIN TIF FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 437$ -$ -$ -$ 62705 - BANK SERVICE CHARGES 437 - - - Capital Outlay 1,740,000$ 3,580,000$ 580,000$ -$ 62483 - DEVELOPER FEES 1,740,000 3,580,000 580,000 - Debt Service 16,556$ 60,000$ 3,060,000$ 108,999$ 68305 - DEBT SERVICE- PRINCIPAL - - 3,000,000 - 68315 - DEBT SERVICE- INTEREST 16,556 60,000 60,000 108,999 Grand Total $ 1,756,993 $ 3,640,000 $ 3,640,000 $ 108,999 167 201 8 ADOPTED BUDGET - OTHER FUNDS #350 – Special Service Area #6 Fund Description The City Council adopted Special Service Area #6 (SSA #6) on July 13, 2015. Special Service Area #6 is comprised of the commercial areas of Dempster Street, Chicago Avenue, and Main Street. SSA #6 is intended to provide marketing as well as aesthetic and streetscape improvements such as signage, lighting, landscaping, additional garbage collections and holiday decorations to the area. SSA #6 will remain in place for 12 years, for which the tax cap will be set at 0.45% of the equalized assessed value. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes 223,296 220,000 212,730 221,000 Interest Income 2 500 - 500 Total Revenue 223,298$ 220,500$ 212,730$ 221,500$ Operating Expenses Services and Supplies 145,003 290,730 212,730 221,500 Interfund Transfers - - 78,000 - Total Expenses 145,003$ 290,730$ 290,730$ 221,500$ Net Surplus (Deficit)78,294$ (70,230)$ (78,000)$ -$ Beginning Fund Balance -$ 78,294$ 294$ Ending Fund Balance 78,294$ 294$ 294$ 168 350 SPECIAL SERVICE AREA (SSA) #6 FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 145,003$ 290,730$ 212,730$ 221,500$ 62272 - OTHER PROFESSIONAL SERVICES 145,003 290,730 212,730 221,500 Interfund Transfers -$ -$ 78,000$ -$ 66020 - TRANSFERS TO OTHER FUNDS - - 78,000 - Grand Total $ 145,003 $ 290,730 $ 290,730 $ 221,500 169 2018 ADOPTED BUDGET - OTHER FUNDS #415 – Capital Improvements Fund Description This fund accounts for all capital outlay expenditures not financed by annual operations or maintenance budgets included in other funds as outlined in the detailed Capital Improvement Plan. Projects financed in the capital improvement fund are developed as part of a multi-year long-term program to construct, rehabilitate or otherwise improve physical city assets, including (but not limited to) streets, water main, sewer, bridges, sidewalks, facilities, parks, and the water treatment plant. More information on projects can be found in the detailed Capital Improvement Plan in Part VI of the budget document. Fund Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 9,591,988 12,295,000 11,586,912 12,002,000 Licenses, Permits and Fees - - 359,707 - Charges for Services 96,586 - - - Interfund Transfers 4,864,054 7,710,000 5,468,000 6,450,000 Intergovernmental Revenue 2,177,914 1,920,000 277,150 4,190,000 Interest Income 16,690 - 5,200 - Total Revenue 16,747,233$ 21,925,000$ 17,696,969$ 22,642,000$ Operating Expenses Salary and Benefits - - - 85,527 Services and Supplies 1,320,475 - 1,773,527 - Capital Outlay 8,948,635 28,630,782 17,331,000 29,712,000 Interfund Transfers 490,000 500,000 500,000 500,000 Total Expenses 10,759,111$ 29,130,782$ 19,604,527$ 30,297,527$ Net Surplus (Deficit)5,988,122$ (7,205,782)$ (1,907,558)$ (7,655,527)$ Beginning Fund Balance 5,517,042$ 11,505,164$ 9,287,229$ Reserved for IDOT Payables 310,377$ Ending Fund Balance 11,505,164$ 9,287,229$ 1,631,702$ 170 415 CAPITAL IMPROVEMENTS FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits -$ -$ -$ 85,527$ 61010 - REGULAR PAY - - - 85,527 Services and Supplies 1,320,475$ -$ 1,773,527$ -$ 62145 - ENGINEERING SERVICES 782,468 - 1,752,227 - 62185 - CONSULTING SERVICES 352,923 - - - 62205 - ADVERTISING 12,200 - 21,300 - 62210 - PRINTING 63 - - - 62350 - FISCAL AGENT SERVICES 2,000 - - - 62705 - BANK SERVICE CHARGES 33 - - - 62716 - BOND ISSUANCE COSTS 170,790 - - - Capital Outlay 8,948,635$ 28,630,782$ 17,331,000$ 29,712,000$ 65502 - CONSTRUCTION 26,935 - - - 65515 - OTHER IMPROVEMENTS 8,921,700 28,630,782 17,331,000 29,712,000 Interfund Transfers 490,000$ 500,000$ 500,000$ 500,000$ 66131 - TRANSFER TO GENERAL FUND 490,000 500,000 500,000 500,000 Grand Total $ 10,759,111 $ 29,130,782 $ 19,604,527 $ 30,297,527 171 201 8 ADOPTED BUDGET - OTHER FUNDS #416 – Crown Construction Fund Fund Description The Crown Construction Fund is created with this 2018 budget for the purpose of tracking revenues and expenditures related to the construction of the Robert Crown Community Center. It has been the practice of the City of Evanston to create discrete funds for major construction projects. The project will be funded through private fundraising led by the Friends of the Robert Crown Center, a 501(c)(3) organization. Fundraising revenues will be given from FRCC as a donation to the City for the construction of the new facility. The project will also be financed by general obligation bond proceeds. Construction is expected to begin in summer 2018 and continue through 2020. Prior to 2018, Crown project revenues and expenses were accounted for in the Capital Improvement Fund. These will be moved to the Crown Construction Fund through a 2017 budget amendment. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue - - 1,400,000 11,500,000 Total Revenue -$ -$ 1,400,000$ 11,500,000$ Operating Expenses Services and Supplies - 1,377,730 1,377,730 1,634,000 Capital Outlay - - - 8,000,000 Total Expenses -$ 1,377,730$ 1,377,730$ 9,634,000$ Net Surplus (Deficit)-$ (1,377,730)$ 22,270$ 1,866,000$ Beginning Fund Balance -$ -$ 22,270$ Ending Fund Balance -$ 22,270$ 1,888,270$ 172 416 CROWN CONSTRUCTION FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies -$ -$ 1,377,730$ 1,634,000$ 62145 - ENGINEERING SERVICES - - 1,027,000 1,632,000 62205 - ADVERTISING - - 730 2,000 62272 - OTHER PROFESSIONAL SERVICES - - 350,000 - Capital Outlay -$ 1,377,730$ -$ 8,000,000$ 65515 - OTHER IMPROVEMENTS - 1,377,730 - 8,000,000 Grand Total $ - $ 1,377,730 $ 1,377,730 $ 9,634,000 173 201 8 ADOPTED BUDGET - OTHER FUNDS #420 – Special Assessment Fund Description The Special Assessment Fund serves as a collection center for special assessments by residential homeowners for their share of the cost of alley paving. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 513,349 250,000 250,000 250,000 Interest Income 29,661 51,033 19,000 31,200 Special Assessment 142,874 180,167 - 180,167 Total Revenue 685,884$ 481,200$ 269,000$ 461,367$ Operating Expenses Salary and Benefits - - - 71,790 Services and Supplies 8,751 - - - Interfund Transfers 360,698 513,427 513,427 513,427 Total Expenses 369,449$ 513,427$ 513,427$ 585,217$ Net Surplus (Deficit)316,435$ (32,227)$ (244,427)$ (123,850)$ Beginning Fund Balance 2,682,781$ 2,999,216$ 2,754,789$ Ending Fund Balance 2,999,216$ 2,754,789$ 2,630,939$ 174 420 SPECIAL ASSESSMENT FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits -$ -$ -$ 71,790$ 61010 - REGULAR PAY - - - 71,790 Services and Supplies 8,751$ -$ -$ -$ 62705 - BANK SERVICE CHARGES 12 - - - 62716 - BOND ISSUANCE COSTS 8,739 - - - Interfund Transfers 360,698$ 513,427$ 513,427$ 513,427$ 66020 - TRANSFERS TO OTHER FUNDS 260,698 263,427 263,427 263,427 66156 - TRANSFER TO CAPITAL IMPROVEMENT FUND 100,000 250,000 250,000 250,000 Grand Total $ 369,449 $ 513,427 $ 513,427 $ 585,217 175 201 8 ADOPTED BUDGET - OTHER FUNDS #505 – Parking Fund Description The Parking Fund is a City of Evanston Enterprise Fund that generates revenues from the fees paid for the use of metered parking spaces by the general public, the lease of office space, fees charged for the use of surface lots, parking spaces at the City parking garages and lots. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 195,895 203,216 213,500 193,316 Licenses, Permits and Fees 3,350 - 1,900 - Charges for Services 6,509,492 6,802,875 6,793,675 6,676,575 Interfund Transfers 3,711,768 4,120,636 4,120,636 4,217,040 Intergovernmental Revenue - 12,125 - 12,125 Interest Income 38,159 35,070 35,000 35,070 Total Revenue 10,458,663$ 11,173,922$ 11,164,711$ 11,134,126$ Operating Expenses Salary and Benefits 1,462,702 1,247,921 1,247,515 1,611,078 Services and Supplies 3,084,543 3,501,275 3,271,110 3,451,775 Miscellaneous 255,626 304,000 304,000 304,000 Insurance and Other Chargebacks 504,784 524,102 544,970 557,598 Capital Outlay (24,598) 3,020,000 2,416,000 2,450,000 Contingencies 5,910 11,000 10,000 11,000 Debt Service 390,235 4,331,771 4,331,771 3,070,625 Depreciation Expense 2,836,672 - - - Interfund Transfers 1,303,783 1,584,683 1,584,683 1,440,417 Total Expenses 9,819,656$ 14,524,752$ 13,710,049$ 12,896,493$ Net Surplus (Deficit)639,007$ (3,350,830)$ (2,545,338)$ (1,762,367)$ Beginning Fund Balance 7,113,657$ 7,752,664$ 5,207,326$ Ending Fund Balance 7,752,664$ 5,207,326$ 3,444,959$ 2018 Initiatives  Continue to develop strategies to provide adequate and reasonable parking for business and employees in partnership with Community and Economic Development in an effort to bring business opportunities to the City. This will be a continuing initiative in every fiscal year  Develop an RFP/Bid Document to select a firm by October of 2018 for the installation of cameras in the three downtown parking decks. The current equipment has reached its useful life cycle and needs to be upgraded providing enhanced security.  Work with revenue in implementing a new cashiering and parking citation management program by February 2018.  Staff to continue training and familiarization using the New World financial system  Staff to continue training and familiarization of new Duncan and Cale parking meter technology  Staff to continue training and familiarization of the new parking access revenue control system “PARCS” in the three parking garages. 176 505 PARKING SYSTEM FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 1,462,702$ 1,247,921$ 1,247,515$ 1,611,078$ 61010 - REGULAR PAY 1,103,964 1,037,931 990,227 1,403,446 61050 - PERMANENT PART-TIME 1,716 - - - 61110 - OVERTIME PAY 23,456 26,000 29,044 26,000 61114 - SNOW OT 3,009 - - - 61415 - TERMINATION PAYOUTS 18,550 - 40,000 - 61420 - ANNUAL SICK LEAVE PAYOUT 3,102 - 1,611 - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)- - 7,325 - 61447 - OPEB EXPENSES 3,002 - - - 61615 - LIFE INSURANCE 16 13 13 716 61626 - CELL PHONE ALLOWANCE 672 336 336 336 61630 - SHOE ALLOWANCE 1,708 1,318 1,628 1,473 61710 - IMRF 226,586 104,802 101,616 89,203 61725 - SOCIAL SECURITY 62,633 62,824 61,364 72,861 61730 - MEDICARE 14,290 14,697 14,351 17,043 Services and Supplies 3,084,543$ 3,501,275$ 3,271,110$ 3,451,775$ 61060 - SEASONAL EMPLOYEES - 5,833 5,833 5,833 62205 - ADVERTISING - - 75 - 62210 - PRINTING 1,447 83 83 83 62225 - BLDG MAINTENANCE SERVICES 11,455 14,000 14,000 14,000 62230 - IMPROVEMENT MAINT SERVICE 19,773 40,000 28,000 30,000 62245 - OTHER EQMT MAINTENANCE 53,608 55,740 64,000 55,740 62275 - POSTAGE CHARGEBACKS 868 2,000 2,000 2,000 62280 - OVERNIGHT MAIL CHARGES 15 - - - 62295 - TRAINING & TRAVEL - 1,100 1,100 1,100 62346 - REAL ESTATE TAX PAYMENTS TO COUNTY - 42,000 - - 62350 - FISCAL AGENT SERVICES 250 500 500 500 62360 - MEMBERSHIP DUES 595 1,500 1,500 1,000 62375 - RENTALS 56,856 62,000 57,000 62,000 62400 - CONTRACT SVC-PARKING GARAGE 1,670,949 1,672,588 1,672,588 1,672,588 62425 - ELEVATOR CONTRACT COSTS 83,441 105,700 105,700 105,700 62431 - ARMORED CAR SERVICES 66,946 65,000 65,000 65,000 62509 - SERVICE AGREEMENTS/ CONTRACTS 70,801 414,100 197,100 294,100 62635 - OTHER INSURANCE - 35,000 - 35,000 62655 - LEASE PAYMENTS 5,000 - - - 62660 - BUSINESS ATTRACTION 84,667 95,000 95,000 95,000 62705 - BANK SERVICE CHARGES 421,108 237,900 373,900 362,900 64005 - ELECTRICITY 235,241 321,000 246,500 319,000 64015 - NATURAL GAS 888 1,100 1,100 1,100 64505 - TELECOMMUNICATIONS 63,026 56,100 56,100 56,100 64540 - TELECOMMUNICATIONS - WIRELESS 4,724 2,700 2,700 2,700 65005 - AGRI/BOTANICAL SUPPLIES - 4,000 - 4,000 65020 - CLOTHING - 833 833 833 65040 - JANITORIAL SUPPLIES - 600 600 600 65045 - LICENSING/REGULATORY SUPP - 4,165 4,165 4,165 65050 - BLDG MAINTENANCE MATERIAL 8,402 27,500 27,500 27,500 65070 - OFFICE/OTHER EQT MTN MATL 220,656 230,000 245,000 230,000 65085 - MINOR EQUIPMENT & TOOLS 276 833 833 833 65090 - SAFETY EQUIPMENT - 1,500 1,500 1,500 65095 - OFFICE SUPPLIES 32 900 900 900 65115 - TRAFFIC CONTROL SUPPLI 3,520 - - - Miscellaneous 255,626$ 304,000$ 304,000$ 304,000$ 62603 - DIVVY OPERATING EXPENSES 238,064 304,000 304,000 304,000 62730 - GAIN/LOSS SALE FIXED ASST 17,562 - - - Insurance and Other Chargebacks 504,784$ 524,102$ 544,970$ 557,598$ 61510 - HEALTH INSURANCE 184,385 204,454 225,322 237,950 66059 - HEALTH INSURANCE OPT OUT EXPENSE 750 - - - 66130 - TRANSFER TO INSURANCE 319,649 319,648 319,648 319,648 Capital Outlay (24,598)$ 3,020,000$ 2,416,000$ 2,450,000$ 65515 - OTHER IMPROVEMENTS (24,598) 3,020,000 2,416,000 2,450,000 Contingencies 5,910$ 11,000$ 10,000$ 11,000$ 68205 - CONTINGENCIES 5,910 11,000 10,000 11,000 Debt Service 390,235$ 4,331,771$ 4,331,771$ 3,070,625$ 68305 - DEBT SERVICE- PRINCIPAL - 4,048,509 4,048,509 2,964,363 68315 - DEBT SERVICE- INTEREST 390,235 283,262 283,262 106,262 Depreciation Expense 2,836,672$ -$ -$ -$ 68010 - DEPRECIATION EXPENSE 2,836,672 - - - Interfund Transfers 1,303,783$ 1,584,683$ 1,584,683$ 1,440,417$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 23,783 23,783 23,783 159,517 62309 - RENTAL OF AUTO REPLACEMENT 30,000 30,900 30,900 30,900 66131 - TRANSFER TO GENERAL FUND 900,000 900,000 900,000 900,000 66133 - TRANSFER TO GF-METER REVENUE - 280,000 280,000 - 66156 - TRANSFER TO CAPITAL IMPROVEMENT FUND 350,000 350,000 350,000 350,000 Grand Total $ 9,819,656 $ 14,524,752 $ 13,710,049 $ 12,896,493 177 201 8 ADOPTED BUDGET - OTHER FUNDS #510 - 513 – Water Fund Description The Water Fund includes operations and capital improvements for all divisions of the Water Production Bureau as well as the Distribution Division in the Infrastructure Maintenance Bureau. The Evanston Water Treatment Plant supplies water to the City of Evanston, Village of Skokie, and the Northwest Water Commission (Arlington Heights, Buffalo Grove, Palatine, Wheeling, and Des Plaines). In 2017, Evanston finalized a 40-year Water Supply Agreement with the villages of Morton Grove and Niles to provide them with wholesale water. The water delivery begins in late 2018, and will generate an estimated $750,000 per year in additional revenue for the City of Evanston. Administration Division The Administration Division manages the water utility workforce, coordinates operations between divisions, and oversees the Evanston Water Utility’s key business processes, including water billing for our customer communities. Pumping Division The Pumping Division oversees the City’s three lake water intakes, pumping of raw water to the start of the water treatment process, pumping treated water to retail and wholesale customers, and operation of Evanston’s treated water storage facilities and remote water pumping stations. This includes monitoring and operation of water storage facilities in Skokie’s water distribution system, as well as controlling the rate of supply to the Northwest Water Commission. The Pumping Division also coordinates with the Distribution Division to maintain adequate pressure in the Evanston and Skokie water distribution systems during water main shutdowns and distribution system maintenance. Filtration Division The Filtration Division manages the water treatment process, including chemical addition, sedimentation, filtration, and disinfection. The Filtration Division includes the City’s Water Quality Lab, which monitors Evanston’s drinking water for compliance with water quality regulations and completes regular reporting to the public and the Illinois Environmental Protection Agency to certify the quality of Evanston’s water. Distribution Division The Distribution Division manages operation, maintenance, and repair of the City’s water mains, valves, fire hydrants, and the City’s portion of water service lines. This includes repairing water main breaks and water service leaks; and installing new valves, hydrants, and water mains to improve the operation and efficiency of Evanston’s water distribution system. Annual maintenance programs administered also include water main leak detection, valve exercising, and fire hydrant testing. The Distribution Division also coordinates with the Filtration Division to perform monthly water quality sampling in buildings throughout Evanston, and administers the City’s cross connection control program. These two programs ensure that water remains safe to drink after leaving the water treatment plant. Meter Division The Meter Division coordinates water meter reading and billing for Evanston’s 14,500 retail water and sewer customers, working with the City Collector’s Office to process water/sewer bill payments and cross connection control fees. The Meter Division also works with the Distribution Division to manage replacement of damaged and obsolete water meters, accuracy testing for large water meters, water service shutoff/restoration, and billing of cross connection control fees. Meter Division staff also manage the 178 201 8 ADOPTED BUDGET - OTHER FUNDS #510 - 513 – Water City’s Advance Metering Information (AMI) system, which generates automated hourly meter reads and leak alerts for customers to help reduce water loss. Financial Summary FY 2017 City Council Goal Department Initiative Water and Sewer Be a leader in the public drinking water industry by providing high quality service to over 400,000 customers in seven communities, including vigilantly monitoring the quality and quantity of water provided to our customers. Water and Sewer Implement a Computerized Maintenance Management System (CMMS) at the water treatment plant to more effectively manage long-term maintenance and replacement of critical treatment plant equipment and structures. Water and Sewer Continue to develop and implement a strategy to expand Evanston’s wholesale water customer base, including ongoing negotiations with Lincolnwood. Water and Sewer Improve water distribution system reliability and reduce water loss by continuing the water main replacement and water main leak detection programs. Goals are to supplement watermain replacement with water main lining where feasible, to improve upon our historical 1% annual water main renewal rate, and to survey the entire distribution system for leaks on an annual cycle. Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 306,143 6,828,400 3,143,906 27,333,656 Licenses, Permits and Fees 90,592 70,000 91,000 70,000 Charges for Services 16,071,271 17,495,000 16,882,830 18,267,000 Interest Income 16,537 1,600 29,500 25,000 Total Revenues 16,484,543$ 24,395,000$ 20,147,236$ 45,695,656$ Operating Expenses Salary and Benefits 4,980,085 4,589,411 4,695,880 4,921,439 Services and Supplies 2,620,878 3,611,150 3,384,546 4,655,410 Miscellaneous 238,468 62,980 10,000 15,000 Insurance and Other Chargebacks 1,110,835 1,174,064 1,175,083 1,161,384 Capital Outlay 36,713 14,982,119 1,601,172 29,266,200 Contingencies 1,000 1,000 1,000 1,000 Debt Service 633,708 1,438,470 1,776,023 1,960,760 Depreciation Expense 1,973,593 - - - Interfund Transfers 3,502,313 3,502,313 8,502,313 3,682,357 Total Expenses 15,097,592$ 29,361,507$ 21,146,017$ 45,663,550$ Net Surplus (Deficit)1,386,951$ (4,966,507)$ (998,781)$ 32,106$ Beginning Unrestricted Fund Balance 6,149,127$ 7,536,078$ 6,537,297$ Ending Unrestricted Fund Balance 7,536,078$ 6,537,297$ 6,569,403$ 179 201 8 ADOPTED BUDGET - OTHER FUNDS #510 - 513 – Water Water and Sewer Coordinate capital improvement projects with the Street Resurfacing Program and with TIF District improvement projects to ensure cost- effective and efficient use of capital improvement funding. 2018 Initiatives  Be a leader in the public drinking water industry by providing high quality service to over 400,000 customers in seven communities, including vigilantly monitoring the quality and quantity of water provided to our customers.  Assure the quality and reliability of the potable water supply by beginning a major water treatment plant improvement with the replacement of the City’s 5M gallon finished water Clearwell built in 1934 to address structural deterioration.  Begin Year 2 implementation of the Computerized Maintenance Management System (CMMS) including Right of Way (signs, streetlights and trees) and Library assets to more effectively manage long-term maintenance and replacement of critical equipment and structures.  Continue to develop and implement a strategy to expand Evanston’s wholesale water customer base, including ongoing negotiations with Lincolnwood.  Improve water distribution system reliability and reduce water loss by continuing the water main replacement and water main leak detection programs. Goals are to supplement water main replacement with water main lining where feasible, to improve upon our historical 1% annual water main renewal rate, and to survey the entire distribution system for leaks on an annual cycle.  Coordinate capital improvement projects with the Street Resurfacing Program and with TIF District improvement projects to ensure cost-effective and efficient use of capital improvement funding.  Complete Phase 1 of the citywide Water Meter Replacement Program with the replacement of 5,789 water meters.  Complete modifications to the South Standpipe Pump Station motor controls, electrical system and pump station building. Ongoing Activity Measures 2017 Target 2017 Estimated Actual 2018 Projected Number of customers experiencing unscheduled disruption of water service 750 358 750 Number of customer complaints about water service (low pressure, service disruption, quality, etc.) 100 174 100 Days lost from work due to illness or injury 3.0 5.1 3.0 Number of Illinois Environmental Protection Agency regulatory violations 0 0 0 Number of known breaks/leaks per mile of water main 0.3 0.2 0.3 Millions of gallons sold to outside communities (wholesale) 11,628 MG 11,044 MG 11,016 MG 180 510 - 513 Water Fund FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 4,980,085$ 4,589,411$ 4,695,880$ 4,921,439$ 61010 - REGULAR PAY 3,546,091 3,726,791 3,757,011 3,943,234 61050 - PERMANENT PART-TIME 19,570 19,702 23,184 22,719 61072 - JOB TRAINING PROGRAM 63,288 54,040 64,000 135,200 61110 - OVERTIME PAY 130,040 129,325 129,325 129,325 61415 - TERMINATION PAYOUTS 9,955 - - - 61420 - ANNUAL SICK LEAVE PAYOUT 23,647 - 18,841 - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)4,071 - 1,494 - 61447 - OPEB EXPENSES 21,715 - - - 61615 - LIFE INSURANCE 19 21 189 3,090 61625 - AUTO ALLOWANCE 6,240 6,390 7,856 6,390 61626 - CELL PHONE ALLOWANCE 952 672 952 672 61630 - SHOE ALLOWANCE 5,740 5,580 6,355 11,120 61710 - IMRF 866,657 368,658 390,795 369,371 61725 - SOCIAL SECURITY 228,077 224,857 239,798 242,825 61730 - MEDICARE 54,022 53,375 56,080 57,493 Services and Supplies 2,620,878$ 3,611,150$ 3,384,546$ 4,655,410$ 61060 - SEASONAL EMPLOYEES 1,773 10,400 10,400 5,000 62145 - ENGINEERING SERVICES 3,697 - 89,429 450,000 62180 - STUDIES 28,830 512,000 382,000 509,000 62185 - CONSULTING SERVICES - - - 93,000 62205 - ADVERTISING 4,833 - 2,000 - 62210 - PRINTING 2,486 7,300 2,800 7,300 62225 - BLDG MAINTENANCE SERVICES 866 1,000 1,000 1,000 62230 - IMPROVEMENT MAINT SERVICE 25,282 50,500 50,500 71,500 62235 - OFFICE EQUIPMENT MAINT 331 1,500 - 1,500 62245 - OTHER EQMT MAINTENANCE 56,318 92,900 39,913 86,900 62273 - LIEN FILING FEE - 1,500 1,500 1,500 62275 - POSTAGE CHARGEBACKS 632 6,400 6,400 6,400 62295 - TRAINING & TRAVEL 24,647 22,200 23,397 23,000 62315 - POSTAGE 19,629 19,500 19,500 19,500 62340 - COMPTER LICENSE & SUPP 60,583 155,150 155,150 192,000 62360 - MEMBERSHIP DUES 864 3,910 5,458 3,920 62380 - COPY MACHINE CHARGES 2,071 1,200 1,200 1,200 62410 - LEAD SERVICE ABATEMENT - - 3,600 25,000 62415 - DEBRIS/REMOVAL CONTRACTUAL COSTS 4,875 38,000 38,000 38,000 62420 - MWRD FEES 231,940 307,800 195,600 307,800 62455 - WTR/SWR BILL PRINT AND MAIL CO 8,783 12,800 12,800 12,800 62460 - WTR/SWR BILL EPAYMENT CONTRACTS - 14,400 14,400 14,400 62465 - OUTSIDE LABARATORY COSTS 96,068 17,500 17,500 25,000 62705 - BANK SERVICE CHARGES 97,956 69,000 100,000 100,000 62716 - BOND ISSUANCE COSTS 68,677 - - - 64005 - ELECTRICITY 939,692 800,000 800,000 800,000 64015 - NATURAL GAS 52,686 100,000 100,000 100,000 64505 - TELECOMMUNICATIONS 12,245 16,200 25,000 18,700 64540 - TELECOMMUNICATIONS - WIRELESS 18,130 22,900 20,400 22,900 65005 - AGRI/BOTANICAL SUPPLIES 1,493 970 970 970 65010 - BOOKS, PUBLICATIONS, MAPS 1,846 7,550 7,597 7,550 65015 - CHEMICALS/ SALT 297,267 465,000 465,000 465,000 65020 - CLOTHING 4,054 4,770 4,700 4,770 65025 - FOOD 2,161 - - - 65030 - PHOSPHATE CHEMICALS 85,480 101,000 101,000 101,000 65035 - PETROLEUM PRODUCTS 11,059 15,000 15,000 15,000 65040 - JANITORIAL SUPPLIES 7,409 6,600 7,904 7,500 65050 - BLDG MAINTENANCE MATERIAL 8,227 6,700 10,100 6,700 65051 - MATERIALS - STREETS DIVISION 6,214 27,600 27,600 27,600 65055 - MATER. TO MAINT. IMP.125,491 155,000 155,000 150,000 65070 - OFFICE/OTHER EQT MTN MATL 119,358 182,500 154,500 201,500 65075 - MEDICAL & LAB SUPPLIES 14,946 16,400 16,400 16,400 65080 - MERCHANDISE FOR RESALE 29,876 30,000 31,000 30,000 65085 - MINOR EQUIPMENT & TOOLS 111,704 155,000 115,339 113,300 65090 - SAFETY EQUIPMENT 24,108 21,800 23,289 19,500 65095 - OFFICE SUPPLIES 3,781 4,900 4,900 4,900 65105 - PHOTO/DRAFTING SUPPLIE - 400 400 400 65125 - OTHER COMMODITIES 611 - - - 65555 - PERSONAL COMPUTER EQUIPMENT 4,412 6,000 6,000 6,000 65702 - WATER GENERAL PLANT (2,516) 119,900 119,900 540,000 Miscellaneous 238,468$ 62,980$ 10,000$ 15,000$ 61071 - INTERNSHIP PROGRAM - 12,480 - 5,000 62696 - PUBLIC EDUCATION 10,543 50,500 10,000 10,000 62730 - GAIN/LOSS SALE FIXED ASST 227,924 - - - 181 510 - 513 Water Fund FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Insurance and Other Chargebacks 1,110,835$ 1,174,064$ 1,175,083$ 1,161,384$ 61510 - HEALTH INSURANCE 639,331 705,572 706,591 692,892 66059 - HEALTH INSURANCE OPT OUT EXPENSE 3,000 - - - 66130 - TRANSFER TO INSURANCE 468,503 468,492 468,492 468,492 Capital Outlay 36,713$ 14,982,119$ 1,601,172$ 29,266,200$ 65515 - OTHER IMPROVEMENTS 36,301 14,792,819 1,411,872 29,201,000 65522 - BUSINESS DISTRICT IMPROVEMENTS 411 - - - 65550 - AUTOMOTIVE EQUIPMENT - 189,300 189,300 65,200 Contingencies 1,000$ 1,000$ 1,000$ 1,000$ 68205 - CONTINGENCIES 1,000 1,000 1,000 1,000 Debt Service 633,708$ 1,438,470$ 1,776,023$ 1,960,760$ 68305 - DEBT SERVICE- PRINCIPAL - 860,550 1,002,264 1,190,915 68315 - DEBT SERVICE- INTEREST 633,708 577,920 773,759 769,845 Depreciation Expense 1,973,593$ -$ -$ -$ 68010 - DEPRECIATION EXPENSE 1,973,593 - - - Interfund Transfers 3,502,313$ 3,502,313$ 8,502,313$ 3,682,313$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 132,754 132,754 132,754 132,754 66020 - TRANSFERS TO OTHER FUNDS - - 5,000,000 - 66131 - TRANSFER TO GENERAL FUND 3,369,559 3,369,559 3,369,559 3,549,555 Grand Total $ 15,097,592 $ 29,361,507 $ 21,146,017 $ 45,663,506 182 201 8 ADOPTED BUDGET - OTHER FUNDS #515 – Sewer Fund Description The Sewer Fund includes operations, maintenance and capital improvements for the City’s Combined, Relief, and Storm Sewer Systems. Sewer Division The Sewer Division manages operation, inspection, maintenance, and repair of the City’s sewer mains and drainage structures (sewer manholes, catch basins, and stormwater inlets). This includes proactive programs such as sewer main and drainage structure cleaning, root cutting, and televised internal sewer main inspection; as well as responding to all reports of sewer backups and flooding. This division also inspects work done by contractors including sewer main lining and manhole rehabilitation. Sewer Division staff conduct regular inspection of sewer outfalls and other facilities throughout Evanston for compliance with the City’s sewer system operating permits with the Illinois Environmental Protection Agency. Financial Summary FY 2017 City Council Goal Department Initiative Water and Sewer Completed annual capital improvement programs including repairing sewers and drainage structures on streets being resurfaced, stormwater management improvements, and emergency sewer repairs. Water and Sewer Rehabilitated 1.1 miles (0.83%) of small diameter combined sewers through cured in place pipe (CIPP) lining. This did not meet the target rate of 1% (1.34 miles) annual rehabilitation of small diameter combined sewers. Water and Sewer Rehabilitated 1,920 feet of the City’s network of large diameter sewers (36” and larger) that are over 100 years old. Public Works Agency was successful in applying for a State low-interest loan to fund this project, and also obtained funding for a project that will be completed in 2018. Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 3,087 604,165 12,000 2,104,000 Charges for Services 13,048,760 12,521,150 12,921,749 12,589,650 Interest Income 4,450 1,000 6,500 5,000 Total Revenue 13,056,297$ 13,126,315$ 12,940,249$ 14,698,650$ Operating Expenses Salary and Benefits 1,104,448 989,481 998,391 1,123,687 Services and Supplies 157,551 1,000,800 1,004,814 2,558,630 Miscellaneous 5,000 1,500 1,500 1,500 Insurance and Other Chargebacks 414,270 432,953 432,151 421,010 Capital Outlay 15,370 2,819,700 3,126,500 2,181,300 Debt Service 1,336,366 8,370,946 8,130,480 7,540,066 Depreciation Expense 3,461,103 - - - Interfund Transfers 773,873 991,677 991,677 991,677 Total Expenses 7,267,980$ 14,607,057$ 14,685,513$ 14,817,870$ Net Surplus (Deficit)5,788,316$ (1,480,742)$ (1,745,264)$ (119,220)$ Beginning Unrestricted Fund Balance (1,176,218)$ 4,612,098$ 2,866,834$ Ending Unrestricted Fund Balance 4,612,098$ 2,866,834$ 2,747,614$ 183 201 8 ADOPTED BUDGET - OTHER FUNDS #515 – Sewer Water and Sewer Sewer Division crews conducted preventative maintenance including cleaning the sewer system in one-third of the city on an annual basis, as well as contracting out the application of root treatments in one- third of the sewer system to prevent sewer blockages due to tree root intrusion. Crews cleaned over 2,779 drainage structures and flushed 225,966 feet of sewer pipe. Water and Sewer Sewer Division continues to replace or rehabilitate deteriorated drainage structures and manholes, as well as collapsing sewer mains. Water and Sewer Sewer Division crews performed closed-circuit TV inspections of the sewers under streets to be resurfaced in 2018, in order to determine the repairs needed prior to paving the streets. 2018 Initiatives  Complete Mulford Street Large Diameter Sewer Lining awarded in 2017. Perform engineering design and secure State low-interest loan funding for a large diameter sewer rehabilitation project scheduled for 2018.  Continue the annual small diameter sewer CIPP rehabilitation program at a rate of at least 1% (1.34 miles) of the combined, small diameter sewer system rehabilitated per year.  Continue the sewer structure rehabilitation program to address deterioration of sewer structures on arterial streets.  Continue to coordinate the inspection and repair of sewer mains and drainage structures in advance of the street resurfacing program.  Continue preventative maintenance cleaning and inspection of sewer mains and drainage structures.  Continue to perform inspection of combined and storm sewer outfalls in accordance with IEPA requirements.  Increase stormwater management initiatives in compliance with requirements for National Pollution Discharge Elimination System (NPDES) permit and Municipal Separate Storm Sewer System (MS4) permit. Ongoing Activity Measures 2016 Target 2016 Estimated Actual 2017 Projected Number of customer complaints about sewer service (seepage, backups, overflows, etc.). 200 262 200 Days lost from work due to illness or injury 3.0 3.9 3.0 184 515 SEWER FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 1,104,448$ 989,481$ 998,391$ 1,123,687$ 61010 - REGULAR PAY 761,716 797,770 782,787 922,059 61072 - JOB TRAINING PROGRAM 4,056 27,040 27,412 27,040 61110 - OVERTIME PAY 33,707 30,000 35,000 30,000 61415 - TERMINATION PAYOUTS 27,304 - - - 61420 - ANNUAL SICK LEAVE PAYOUT 6,509 - 2,613 - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)2,297 - 5,653 - 61447 - OPEB EXPENSES 7,766 - - - 61615 - LIFE INSURANCE - - - 580 61630 - SHOE ALLOWANCE 1,550 1,550 1,550 1,550 61710 - IMRF 196,564 73,398 81,631 78,549 61725 - SOCIAL SECURITY 51,043 48,403 49,911 51,795 61730 - MEDICARE 11,937 11,320 11,834 12,114 Services and Supplies 157,551$ 1,000,800$ 1,004,814$ 2,558,630$ 61060 - SEASONAL EMPLOYEES - 5,200 5,200 5,200 62180 - STUDIES 18,000 75,000 75,000 75,000 62230 - IMPROVEMENT MAINT SERVICE - 10,000 10,138 10,000 62245 - OTHER EQMT MAINTENANCE 6,465 5,500 5,576 5,500 62295 - TRAINING & TRAVEL - 2,500 2,500 2,500 62315 - POSTAGE 12,000 17,000 17,000 17,000 62340 - COMPTER LICENSE & SUPP - 2,300 2,300 4,800 62360 - MEMBERSHIP DUES - 200 200 200 62415 - DEBRIS/REMOVAL CONTRACTUAL COSTS 24,750 38,000 38,000 38,000 62421 - NPDES FEES - SEWER 21,000 21,000 21,000 21,000 62455 - WTR/SWR BILL PRINT AND MAIL CO 6,557 7,000 9,900 7,000 62460 - WTR/SWR BILL EPAYMENT CONTRACTS - 15,000 15,000 15,000 62461 - SEWER MAINTENANCE CONTRACTS 20,721 715,000 715,000 2,270,330 64540 - TELECOMMUNICATIONS - WIRELESS 3,680 7,200 7,200 7,200 65015 - CHEMICALS/ SALT 1,864 1,200 2,100 3,200 65020 - CLOTHING 301 1,000 1,000 1,000 65040 - JANITORIAL SUPPLIES - 400 400 400 65051 - MATERIALS - STREETS DIVISION 3,000 10,000 10,000 10,000 65055 - MATER. TO MAINT. IMP.24,745 45,000 45,000 43,000 65070 - OFFICE/OTHER EQT MTN MATL 2,942 7,000 7,000 7,000 65080 - MERCHANDISE FOR RESALE - 1,000 1,000 1,000 65085 - MINOR EQUIPMENT & TOOLS 3,015 3,300 3,300 3,300 65090 - SAFETY EQUIPMENT 8,511 8,000 8,000 8,000 65555 - PERSONAL COMPUTER EQUIPMENT - 3,000 3,000 3,000 Miscellaneous 5,000$ 1,500$ 1,500$ 1,500$ 62696 - PUBLIC EDUCATION 5,000 1,500 1,500 1,500 Insurance and Other Chargebacks 414,270$ 432,953$ 432,151$ 421,010$ 61510 - HEALTH INSURANCE 144,282 162,965 162,163 151,022 66130 - TRANSFER TO INSURANCE 269,988 269,988 269,988 269,988 Capital Outlay 15,370$ 2,819,700$ 3,126,500$ 2,181,300$ 65515 - OTHER IMPROVEMENTS 10,370 2,626,000 2,626,000 1,700,000 65550 - AUTOMOTIVE EQUIPMENT - 187,200 494,000 460,300 65625 - FURNITURE & FIXTURES 5,000 6,500 6,500 21,000 Debt Service 1,336,366$ 8,370,946$ 8,130,480$ 7,540,066$ 68305 - DEBT SERVICE- PRINCIPAL - 7,190,615 6,949,764 6,539,105 68315 - DEBT SERVICE- INTEREST 1,336,366 1,180,331 1,180,716 1,000,961 Depreciation Expense 3,461,103$ -$ -$ -$ 68010 - DEPRECIATION EXPENSE 3,461,103 - - - Interfund Transfers 773,873$ 991,677$ 991,677$ 991,677$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 192,213 192,213 192,213 192,213 66025 - TRANSFER TO DEBT SERVICE - ERI 251,493 217,801 217,801 217,801 66026 - TRANSFER TO DEBT SERVICE - 251,496 251,496 251,496 66131 - TRANSFER TO GENERAL FUND 330,167 330,167 330,167 330,167 Grand Total $ 7,267,980 $ 14,607,057 $ 14,685,513 $ 14,817,870 185 201 8 ADOPTED BUDGET - OTHER FUNDS #520 – Solid Waste Fund Description All solid waste removal services are provided once per week to all family residences of 1-5 units under this program element. Twenty-one routes are scheduled for a four-day work week (Monday through Thursday). Condominium buildings and cooperative apartment units are serviced twice a week by a private hauler for refuse and once a week by City staff for recycling. The Solid Waste Agency of Northern Cook County (SWANCC) provides a recycling incentive rebate based on the total tons of recycled material collected. The incentive is used to offset operational costs. Yard waste removal service is provided once per week to all qualified residential units under the Solid Waste Fund. Yard waste collection runs from the first week of April through the second week of December. During the fall, yard waste operations increase dramatically with the addition of leaf collection. This Fund is responsible for costs associated with yard waste removal and a portion of street cleaning leaf collection. All residential streets posted with alternate parking signs are cleaned at least twice during the leaf collection operation. This seven-week operation begins in mid-October and continues until the end of November. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Tax - - - 410,000 Other Revenue 274,808 238,000 225,000 238,000 Licenses, Permits and Fees 170,144 275,000 190,000 275,000 Charges for Services 3,586,453 3,632,394 3,642,500 3,632,394 Interfund Transfers 1,055,967 1,055,967 1,055,967 705,967 Intergovernmental Revenue - - - - Interest Income - - - - Total Revenue 5,087,372$ 5,201,361$ 5,113,467$ 5,261,361$ Operating Expenses Salary and Benefits 815,166 750,241 729,831 871,369 Services and Supplies 3,493,078 3,732,176 3,731,676 3,488,676 Miscellaneous 12,232 15,000 3,000 7,500 Insurance and Other Chargebacks 138,618 149,325 120,127 122,247 Capital Outlay 6,034 25,750 25,750 275,750 Community Sponsored Organizations - - - - Contingencies - - - - Debt Service 2,251 21,046 21,046 21,797 Depreciation Expense - - - - Interfund Transfers 499,493 504,807 504,807 322,362 Total Expenses 4,966,872$ 5,198,345$ 5,136,237$ 5,109,701$ Net Surplus (Deficit)120,500$ 3,016$ (22,770)$ 151,660$ Beginning Fund Balance (1,093,283)$ (972,783)$ (995,553)$ Ending Fund Balance (972,783)$ (995,553)$ (843,893)$ 186 520 SOLID WASTE FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 815,166$ 750,241$ 729,831$ 871,369$ 61010 - REGULAR PAY 565,834 598,604 528,812 728,047 61110 - OVERTIME PAY 42,854 45,000 98,848 45,000 61114 - SNOW OT 171 - - - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)- - - - 61447 - OPEB EXPENSES 15,084 - - - 61610 - DENTAL INSURANCE - - - - 61615 - LIFE INSURANCE 6 7 - 251 61630 - SHOE ALLOWANCE 1,395 1,395 1,550 2,700 61710 - IMRF 136,832 60,473 56,132 47,944 61725 - SOCIAL SECURITY 40,177 36,277 35,812 38,437 61730 - MEDICARE 9,391 8,485 8,376 8,990 61765 - PENSION EXPENSE-IMRF - - - - Services and Supplies 3,493,078$ 3,732,176$ 3,731,676$ 3,488,676$ 61060 - SEASONAL EMPLOYEES 52,228 50,000 50,000 74,000 62295 - TRAINING & TRAVEL - 800 - 800 62315 - POSTAGE 25 - - - 62380 - COPY MACHINE CHARGES 2,288 1,326 1,326 1,326 62390 - CONDOMINIUM REFUSE COLL 420,954 418,000 418,000 424,500 62405 - SWANCC DISPOSAL FEES 746,300 750,000 750,000 750,000 62415 - DEBRIS/REMOVAL CONTRACTUAL COSTS 2,256,580 2,500,000 2,500,000 2,225,000 64005 - ELECTRICITY 4,790 3,000 3,000 3,000 64015 - NATURAL GAS 7,239 6,000 6,000 6,000 64540 - TELECOMMUNICATIONS - WIRELESS 544 500 500 500 65015 - CHEMICALS/ SALT - 200 200 200 65020 - CLOTHING - 250 250 250 65055 - MATER. TO MAINT. IMP.630 400 400 400 65085 - MINOR EQUIPMENT & TOOLS 329 700 700 700 65090 - SAFETY EQUIPMENT 1,035 1,000 1,000 1,000 65125 - OTHER COMMODITIES - - - - Miscellaneous 12,232$ 15,000$ 3,000$ 7,500$ 67107 - OUTREACH 12,232 15,000 3,000 7,500 Insurance and Other Chargebacks 138,618$ 149,325$ 120,127$ 122,247$ 61510 - HEALTH INSURANCE 138,618 149,325 120,127 122,247 Capital Outlay 6,034$ 25,750$ 25,750$ 275,750$ 65625 - FURNITURE & FIXTURES 6,034 25,750 25,750 25,750 Debt Service 2,251$ 21,046$ 21,046$ 21,797$ 68305 - DEBT SERVICE- PRINCIPAL - 19,206 19,206 20,467 68310 - DEBT SERVC OTHER AGENCIES - - - - 68315 - DEBT SERVICE- INTEREST 2,251 1,840 1,840 1,330 Interfund Transfers 499,493$ 504,807$ 504,807$ 322,362$ 62305 - RENTAL OF AUTO-FLEET MAINTENANCE 322,362 322,362 322,362 322,362 62309 - RENTAL OF AUTO REPLACEMENT 177,131 182,445 182,445 - Grand Total $ 4,966,872 $ 5,198,345 $ 5,136,237 $ 5,109,701 187 201 8 ADOPTED BUDGET - OTHER FUNDS #600 – Fleet Services Fund Description Fleet Services General Support maintains operating cost records, provides billing and chargeable data to all user City departments, develops vehicle specifications, and purchases vehicular and other equipment. In addition, Fleet Services prepares, documents, and provides disposal of surplus vehicles and equipment through auction services. Overall supervision of department personnel is provided, as is training, direction, and coordination of all activities to ensure effective and efficient operations. Key emphasis is placed on reducing down time, which is the amount of time a vehicle or piece of equipment is out of service for repair. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 14,415 81,781 80,000 81,781 Charges for Services 3,387,680 3,388,435 3,388,435 3,058,435 Interest Income - 1,000 500 1,000 Total Revenue 3,402,094$ 3,471,216$ 3,468,935$ 3,141,216$ Operating Expenses Salary and Benefits 897,673 1,071,267 976,580 884,656 Services and Supplies 1,912,423 2,380,057 1,880,313 2,230,057 Insurance and Other Chargebacks 167,952 239,630 191,348 185,266 Contingencies - 450 450 450 Depreciation Expense 44 - - - Interfund Transfers 26,762 27,833 27,833 33,442 Total Expenses 3,004,854$ 3,719,237$ 3,076,524$ 3,333,871$ Net Surplus (Deficit)397,241$ (248,021)$ 392,411$ (192,655)$ Beginning Fund Balance 365,503$ 762,744$ 1,155,155$ Ending Fund Balance 762,744$ 1,155,155$ 962,500$ 2018 Initiatives  Maintain a three and five-year vehicle/equipment replacement and funding requirements schedule  Staff completion of all NIMS training requirements  Complete vehicle prevention and maintenance schedules at a 95% rate  Provide timely repair services to continue to maintain an overall downtime of less than 6% on a monthly basis  If possible add an electric powered small work truck to replace larger inefficient small trucks currently in operation  Complete training of each new employee prior to placing a new vehicle/equipment into service  Provide each employee with at least one training opportunity annually to enhance technical and  interpersonal skills  Expand use of fleet management software in order to improve timely customer service  Conduct internal analysis of overall Fleet Services operations, including parts purchasing and  inventory, work order process, accurate billable hours/mechanic, preventative maintenance schedules, etc., to identify potential improvements in service 188 201 8 ADOPTED BUDGET - OTHER FUNDS #600 – Fleet Services Performance Report on FY 2017 Program Objectives  The vehicle replacement plan was updated to reflect current needs and reduced budget capacity. All programmed vehicle replacements orders were completed prior to September 2017  Introduced LED lighting fixtures to fleet office and will add to fleet maintenance areas in 2018.  Completed the restoration of the staff locker room and break facility.  Completed a water drainage improvement in the fleet service area.  An internal fleet operation is an on-going effort.  Implementation of Fleet Telematics System was completed and staff will continue to explore opportunities to "right-size" the fleet where applicable without affecting timely City services 189 600 FLEET SERVICES FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 897,673$ 1,071,267$ 976,580$ 884,656$ 61010 - REGULAR PAY 736,473 836,564 813,557 656,589 61050 - PERMANENT PART-TIME 443 59,035 154 54,388 61110 - OVERTIME PAY 16,392 21,920 16,000 21,920 61114 - SNOW OT 3,187 - 3,534 - 61420 - ANNUAL SICK LEAVE PAYOUT 1,414 - - - 61447 - OPEB EXPENSES 9,411 - - - 61615 - LIFE INSURANCE 0 - - 201 61626 - CELL PHONE ALLOWANCE - 336 280 336 61630 - SHOE ALLOWANCE 1,550 1,550 1,550 1,550 61710 - IMRF 75,082 84,674 81,170 80,219 61725 - SOCIAL SECURITY 43,539 54,453 48,899 56,288 61730 - MEDICARE 10,182 12,735 11,436 13,165 Services and Supplies 1,912,423$ 2,380,057$ 1,880,313$ 2,230,057$ 61060 - SEASONAL EMPLOYEES 4,081 - 3,500 - 62205 - ADVERTISING 129 3,498 3,498 3,498 62235 - OFFICE EQUIPMENT MAINT 110 3,000 3,000 3,000 62240 - AUTOMOTIVE EQMP MAINT - 18,000 15,000 18,000 62245 - OTHER EQMT MAINTENANCE - 6,000 2,500 6,000 62275 - POSTAGE CHARGEBACKS 0 200 200 200 62295 - TRAINING & TRAVEL 2,163 4,200 4,200 4,200 62315 - POSTAGE 31 200 200 200 62340 - COMPTER LICENSE & SUPP 8,135 5,395 5,395 5,395 62355 - LAUNDRY/OTHER CLEANING 20,644 17,000 17,000 17,000 62360 - MEMBERSHIP DUES 724 1,625 1,625 1,625 62375 - RENTALS - 1,000 1,000 1,000 62380 - COPY MACHINE CHARGES 896 519 519 519 64505 - TELECOMMUNICATIONS 7,924 4,744 8,000 4,744 64540 - TELECOMMUNICATIONS - WIRELESS 1,464 2,250 2,250 2,250 65015 - CHEMICALS/ SALT 11,816 12,886 12,886 12,886 65020 - CLOTHING - 663 663 663 65035 - PETROLEUM PRODUCTS 568,666 1,100,000 600,000 950,000 65040 - JANITORIAL SUPPLIES 608 417 417 417 65045 - LICENSING/REGULATORY SUPP 1,386 - - - 65050 - BLDG MAINTENANCE MATERIAL 18,635 15,250 15,250 15,250 65055 - MATER. TO MAINT. IMP.1,809 2,910 2,910 2,910 65060 - MATER. TO MAINT. AUTOS 1,144,624 1,050,000 1,050,000 1,050,000 65065 - TIRES & TUBES 86,491 100,000 100,000 100,000 65085 - MINOR EQUIPMENT & TOOLS 25,313 24,000 24,000 24,000 65090 - SAFETY EQUIPMENT 4,236 4,000 4,000 4,000 65095 - OFFICE SUPPLIES 2,417 2,300 2,300 2,300 65125 - OTHER COMMODITIES 121 - - - Insurance and Other Chargebacks 167,952$ 239,630$ 191,348$ 185,266$ 61510 - HEALTH INSURANCE 167,802 239,630 191,348 185,266 66059 - HEALTH INSURANCE OPT OUT EXPENSE 150 - - - Contingencies -$ 450$ 450$ 450$ 68205 - CONTINGENCIES - 450 450 450 Depreciation Expense 44$ -$ -$ -$ 68010 - DEPRECIATION EXPENSE 44 - - - Interfund Transfers 26,762$ 27,833$ 27,833$ 33,442$ 66025 - TRANSFER TO DEBT SERVICE - ERI 26,762 27,833 27,833 33,442 Grand Total $ 3,004,854 $ 3,719,237 $ 3,076,524 $ 3,333,871 190 201 8 ADOPTED BUDGET - OTHER FUNDS #601 – Equipment Replacement Fund Description The Equipment Replacement Fund accounts for all vehicle and equipment replacement purchases, new additions to the fleet and some rental and lease activities not included in another fund as outlined in the Equipment Replacement Plan. The Equipment Replacement Fund was created as part of the FY 2012 Budget. Charges associated with the Equipment Replacement Fund were previously part of the Fleet Services Fund. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 63,430 210,217 210,217 210,217 Charges for Services 1,455,172 1,550,058 1,550,058 1,367,613 Total Revenue 1,518,602$ 1,760,275$ 1,760,275$ 1,577,830$ Operating Expenses Services and Supplies 102,765 75,000 75,000 75,000 Capital Outlay - 1,455,422 1,528,573 1,522,977 Depreciation Expense 1,624,064 - - - Total Expenses 1,726,829$ 1,530,422$ 1,603,573$ 1,597,977$ Net Surplus (Deficit)(208,226)$ 229,853$ 156,702$ (20,147)$ Beginning Fund Balance 1,093,559$ 885,333$ 1,042,035$ Ending Unrestricted Fund Balance 885,333$ 1,042,035$ 1,021,888$ 191 601 EQUIPMENT REPLACEMENT FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Services and Supplies 102,765$ 75,000$ 75,000$ 75,000$ 62205 - ADVERTISING 63 - - - 62375 - RENTALS 23,485 25,000 25,000 25,000 62402 - VEHICLE LEASE CHARGES 43,586 50,000 50,000 50,000 65010 - BOOKS, PUBLICATIONS, MAPS 418 - - - 65060 - MATER. TO MAINT. AUTOS 35,213 - - - Capital Outlay -$ 1,455,422$ 1,528,573$ 1,522,977$ 65550 - AUTOMOTIVE EQUIPMENT - 1,455,422 1,528,573 1,522,977 Depreciation Expense 1,624,064$ -$ -$ -$ 68010 - DEPRECIATION EXPENSE 1,624,064 - - - Grand Total $ 1,726,829 $ 1,530,422 $ 1,603,573 $ 1,597,977 192 201 8 ADOPTED BUDGET - OTHER FUNDS #605 – Insurance The City maintains excess liability coverage for general tort matters. The City's self-insured retention is $1,250,000. The City also maintains insurance in the areas of property, inland marine, and paramedic. Claims are recorded when a determinable loss has been incurred, including reported losses and an estimated amount for losses incurred, but not yet reported, at year-end. The general liability claims account is administered by the Law Department. The worker's compensation account is administered by the Administrative Services Department. Estimated expenses for 2017 and budgeted expenses for 2018 include major settlements that will be funded over the next three years with transfers from the departments involved in the claims. 2017 and 2018 expenses also include major attorney and professional fees for the James Park case. These expenses may be reimbursed assuming a positive settlement of the case in 2018 or 2019. 2017 estimated expenses include a $1.0 million transfer from the IPBC Terminal Reserve to fund major liability claims. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Other Revenue 9,995,502 11,237,646 10,654,782 10,858,534 Charges for Services 441,246 162,411 162,411 162,411 Interfund Transfers - 4,987 4,987 59,899 Interest Income 218 1,000 600 1,000 Insurance 6,546,063 6,413,937 6,621,823 5,815,014 Workers Compensation and Liability 89,822 1,030,815 1,030,815 2,196,415 Total Revenue 17,072,851$ 18,850,796$ 18,475,418$ 19,093,273$ Operating Expenses Salary and Benefits 448,109 534,441 589,038 656,931 Services and Supplies 4,704,399 2,385,248 3,855,845 2,385,448 Miscellaneous 4,330 - - - Insurance and Other Chargebacks 14,539,279 16,146,290 16,129,450 15,387,920 Interfund Transfers 9,262 9,632 9,632 9,632 Total Expenses 19,705,379$ 19,075,611$ 20,583,965$ 18,439,931$ Net Surplus (Deficit)(2,632,528)$ (224,815)$ (2,108,547)$ 653,342$ Beginning Fund Balance (364,497)$ (2,997,025)$ (5,105,572)$ Ending Unrestricted Fund Balance (2,997,025)$ (5,105,572)$ (4,452,230)$ 193 605 INSURANCE FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 448,109$ 534,441$ 589,038$ 656,931$ 61010 - REGULAR PAY 373,335 458,068 400,809 456,143 61415 - TERMINATION PAYOUTS 5,353 - - - 61420 - ANNUAL SICK LEAVE PAYOUT 1,611 - 153 - 61430 - VACATION PAYOUTS (PREVIOUSLY OTHER PAYOUTS)368 - - - 61615 - LIFE INSURANCE 13 13 138 272 61620 - UNIVERSAL LIFE (3,050) - 105,000 105,000 61625 - AUTO ALLOWANCE 3,790 3,690 3,690 3,690 61626 - CELL PHONE ALLOWANCE 600 600 600 600 61630 - SHOE ALLOWANCE - - 155 155 61710 - IMRF 38,984 39,198 44,876 50,929 61725 - SOCIAL SECURITY 21,617 26,297 27,030 31,967 61730 - MEDICARE 5,489 6,575 6,587 8,175 Services and Supplies 4,704,399$ 2,385,248$ 3,855,845$ 2,385,448$ 61060 - SEASONAL EMPLOYEES 11,148 - - - 62120 - LEGAL SERVICES - DISBURSMENT - - 19,200 - 62130 - LEGAL SERVICES-GENERAL 1,234,192 350,000 1,200,000 350,000 62225 - BLDG MAINTENANCE SERVICES - - 300 - 62260 - SETTLEMENT COSTS - LIABILITY 2,182,161 1,400,000 2,000,000 1,400,000 62266 - TPA SERVICE CHARGES 115,620 120,000 120,000 120,000 62295 - TRAINING & TRAVEL 795 4,000 2,000 4,000 62310 - CITY WIDE TRAINING 15,061 20,000 11,000 20,000 62345 - COURT COST/LITIGATION 3,500 - 13,100 - 62360 - MEMBERSHIP DUES - - 195 - 62615 - INSURANCE PREMIUM 510,331 490,000 490,000 490,000 62635 - OTHER INSURANCE 631,268 - - - 65010 - BOOKS, PUBLICATIONS, MAPS 188 415 - 415 65095 - OFFICE SUPPLIES - - 50 200 65125 - OTHER COMMODITIES 136 833 - 833 Miscellaneous 4,330$ -$ -$ -$ 62605 - OTHER CHARGES 4,330 - - - Insurance and Other Chargebacks 14,539,279$ 16,146,290$ 16,129,450$ 15,387,920$ 61510 - HEALTH INSURANCE 70,349 75,690 50,129 72,096 62640 - WORKMEN'S COMP INSURANCE 317,750 - - - 66040 - GENERAL ADMINISTRATION & SUPPORT 11,320 - 12,563 - 66043 - LIABILITY SETTLEMENT PAYMENTS - - 46,000 - 66044 - WORKERS COMP INSURANCE PREMIUMS 141,312 130,000 130,000 130,000 66045 - WORKERS COMP LEGAL FEES 79,802 60,000 60,000 60,000 66046 - WORKERS COMP MEDICAL PAYMENTS 830,742 670,000 875,000 750,000 66047 - WORKERS COMP SETTLEMENT PAYMENTS 16,520 800,000 800,000 650,000 66049 - WORKERS COMP TTD PYMTS (NON SWORN)106,365 90,000 115,000 100,000 66050 - HEALTH INSURANCE PREMIUMS-PPO 9,735,600 10,600,000 10,700,000 10,165,000 66051 - HEALTH INSURANCE PREMIUMS-HMO 3,210,658 3,600,000 3,221,608 3,253,824 66054 - MEDICARE SUPPLEMENT- SENIOR'S CHOICE 18,110 27,000 18,000 18,000 66055 - IPBC MEDICAL WAIVER FEE - - 1,150 - 66059 - HEALTH INSURANCE OPT OUT EXPENSE 750 93,600 100,000 189,000 Interfund Transfers 9,262$ 9,632$ 9,632$ 9,632$ 66020 - TRANSFERS TO OTHER FUNDS - - - 1 66025 - TRANSFER TO DEBT SERVICE - ERI 9,262 9,632 9,632 9,632 Grand Total $ 19,705,379 $ 19,075,611 $ 20,583,965 $ 18,439,931 194 2018 ADOPTED BUDGET - OTHER FUNDS #700 – Fire Pension Fund Description Every Illinois municipality having a population of not less than 5,000 and not more than 500,000 must have a Fire Pension Fund as prescribed in 40ILCS 5/4-101. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes - 7,868,709 - - Other Taxes - 280,000 - 280,000 Other Revenue 10,902,978 1,050,000 9,039,240 9,394,947 Interest Income 1,559,737 4,100,000 4,100,000 4,100,000 Total Revenue 12,462,715$ 13,341,709$ 13,149,240$ 13,784,947$ Operating Expenses Salary and Benefits 8,429,695 8,705,000 8,745,000 8,795,000 Total Expenses 8,603,806$ 8,705,000$ 8,745,000$ 8,795,000$ Net Surplus (Deficit)3,858,910$ 4,636,709$ 4,404,240$ 4,989,947$ Beginning Net Assets held in Trust 66,741,088$ 70,599,998$ 75,004,238$ Ending Net Assets held in Trust 70,599,998$ 75,004,238$ 79,994,185$ 195 700 FIRE PENSION FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 8,429,695$ 8,705,000$ 8,745,000$ 8,795,000$ 61755 - PENSION-ADMIN. EXPENSE 85,755 150,000 125,000 125,000 61770 - RETIRED EMPLOYEES PENSION 5,839,866 6,000,000 6,100,000 6,100,000 61775 - WIDOWS' PENSIONS 1,076,402 1,100,000 1,100,000 1,100,000 61785 - DISABILITY PENSIONS 1,300,653 1,350,000 1,300,000 1,350,000 61790 - SEPARATION REFUNDS 4,237 - - - 61795 - QILDRO'S 122,782 105,000 120,000 120,000 Grand Total $ 8,603,806 $ 8,705,000 $ 8,745,000 $ 8,795,000 196 201 8 ADOPTED BUDGET - OTHER FUNDS #705 – Police Pension Fund Description Every Illinois municipality having a population of not less than 5,000 and not more than 500,000 must have a Police Pension Fund as prescribed in 40ILCS 5/3-101. Financial Summary Operating Revenue FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Property Taxes - 9,912,200 - - Other Taxes - 325,000 - - Other Revenue 16,286,867 1,650,000 11,768,129 12,162,704 Interfund Transfers - 57,000 57,000 57,000 Interest Income 2,713,348 6,500,000 6,500,000 6,500,000 Total Revenue 19,000,215$ 18,444,200$ 18,325,129$ 18,719,704$ Operating Expenses Salary and Benefits 11,094,711 11,817,000 11,674,000 12,255,000 Miscellaneous 272,795 - 270,000 270,000 Total Expenses 11,367,506$ 11,817,000$ 11,944,000$ 12,525,000$ Net Surplus (Deficit)7,632,708$ 6,627,200$ 6,381,129$ 6,194,704$ Beginning Net Assets held in Trust 98,558,837$ 106,191,545$ 112,572,674$ Ending Net Assets held in Trust 106,191,545$ 112,572,674$ 118,767,378$ 197 705 POLICE PENSION FUND FY 2016 Actual Amount FY 2017 Amended Budget FY 2017 Year End Estimated FY 2018 Adopted Budget Salary and Benefits 11,094,711$ 11,817,000$ 11,674,000$ 12,255,000$ 61755 - PENSION-ADMIN. EXPENSE 123,795 250,000 150,000 150,000 61770 - RETIRED EMPLOYEES PENSION 9,199,072 9,520,000 9,700,000 10,000,000 61775 - WIDOWS' PENSIONS 1,034,588 1,060,000 1,060,000 1,100,000 61785 - DISABILITY PENSIONS 667,590 690,000 690,000 700,000 61790 - SEPARATION REFUNDS 46,625 275,000 50,000 275,000 61795 - QILDRO'S 23,040 22,000 24,000 30,000 Grand Total $ 11,367,506 $ 11,817,000 $ 11,944,000 $ 12,525,000 198 PART V POSITION INFORMATION 199 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 1300 CITY COUNCIL Mayor 0.00 0.00 0.00 Alderman 0.00 0.00 0.00 Mayor's Assistant 1.00 1.00 0.00 CITY COUNCIL TOTAL 1.00 1.00 0.00 1400 CITY CLERK City Clerk 0.00 0.00 0.00 Deputy City Clerk 2.00 1.00 -1.00 1 FTE moved to Revenue (1560) CITY CLERK TOTAL 2.00 1.00 -1.00 LEGISLATIVE 3.00 2.00 -1.00 1505 CITY MANAGER City Manager 1.00 1.00 0.00 Executive Assistant 1.00 1.00 0.00 Administrative Assistant 1.00 1.00 0.00 Equity and Empowerment Coordinator 1.00 1.00 0.00 Local Government Management Fellow 0.50 0.50 0.00 CITY MANAGER TOTAL 4.50 4.50 0.00 1510 COMMUNITY ENGAGEMENT Community Engagement Coordinator 1.00 1.00 0.00 Community Engagement Division Manager 1.00 1.00 0.00 Assistant to the City Manager 1.00 1.00 0.00 Broadcast Specialist 1.00 1.00 0.00 Art Design Coordinator 1.00 1.00 0.00 COMMUNITY ENGAGEMENT TOTAL 5.00 5.00 0.00 1535 SUSTAINABILITY Sustainability Coordinator 1.00 0.50 -0.50 50% of position funded by Water & Solid Waste Funds SUSTAINABILITY TOTAL 1.00 0.50 -0.50 1555 FINANCIAL ADMINISTRATION Administrative Secretary 1.00 1.00 0.00 Senior Management Analyst 1.00 1.00 0.00 Finance / Budget Manager 1.00 1.00 0.00 Chief Financial Officer 0.00 1.00 1.00 Assistant City Manager/Chief Financial Officer 1.00 0.00 -1.00 title change to Chief Financial Officer FINANCIAL ADMINISTRATION TOTAL 4.00 4.00 0.00 1560 REVENUE Revenue Manager 0.50 0.50 0.00 0.5 FTE in Parking Fund (7005) Revenue Collections Coordinator 1.00 1.00 0.00 Customer Service Representative 2.00 2.00 0.00 1 FTE reclassified from Deputy City Clerk (1400); 1 position eliminated during 2018 Budget process Admin. Adjudication Manager 1.00 0.00 -1.00 Function moved to Administrative Adjudication (1585) Admin. Adjudication Aide 1.00 0.00 -1.00 Function moved to Administrative Adjudication (1585) REVENUE TOTAL 5.50 3.50 -2.00 1570 ACCOUNTING Accounting Manager 1.00 1.00 0.00 Accountant 2.00 2.00 0.00 Accounts Payable Coordinator 1.00 1.00 0.00 Senior Accountant 2.00 1.00 -1.00 Eliminated during the 2018 Budget process Payroll Pension Administrator 0.50 0.50 0.00 ACCOUNTING TOTAL 6.50 5.50 -1.00 1571 TAX ASSESSMENT REVIEW Tax Assessment Reviewer 1.00 1.00 0.00 TAX ASSESSMENT REVIEW TOTAL 1.00 1.00 0.00 1575 PURCHASING MWEBE/LEP and Workforce Development Coordinator 0.50 0.00 -0.50 Moved to Water & Sewer Funds Purchasing Manager 1.00 1.00 0.00 Purchasing Specialist 2.00 2.00 0.00 PURCHASING TOTAL 3.50 3.00 -0.50 200 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 1580 COMMUNITY ARTS Cultural Arts Coordinator 1.00 1.00 0.00 COMMUNITY ARTS TOTAL 1.00 1.00 0.00 1585 ADMINISTRATIVE ADJUDICATION Admin. Adjudication Manager 0.00 0.00 0.00 Moved from 1560, reclassified to Admin. Adjudication Aide Admin. Adjudication Aide 0.00 2.00 2.00 Moved from 1560, reclassifed from Admin. Adjudication Manager ADMIN. ADJUDICATION TOTAL 0.00 2.00 2.00 CITY ADMINISTRATION 32.00 30.00 -2.00 1705 LEGAL ADMINISTRATION Paralegal/Office Coordinator 1.00 0.00 -1.00 reclassified to Legal Analyst/Liquor Lic Mgr Legal Analyst/Liquor Licensing Manager 0.00 1.00 1.00 Deputy City Attorney 1.00 1.00 0.00 Corporation Counsel/City Attorney 0.50 0.50 0.00 Assistant City Attorney II 2.00 2.00 0.00 LEGAL ADMINISTRATION TOTAL 4.50 4.50 0.00 LAW DEPARTMENT 4.50 4.50 0.00 1905 ADMINISTRATIVE SERVICES ADMINISTRATION Administrative Services Director, Deputy City Manager 1.00 1.00 0.00 Digital Services Specialist/Web Developer 0.00 0.00 0.00 Administrative Assistant 1.00 1.00 0.00 Management Analyst 1.00 1.00 0.00 ADMINISTRATIVE SERVICES ADMIN TOTAL 3.00 3.00 0.00 1915 PAYROLL Payroll Manager 1.00 1.00 0.00 Payroll/Pension Specialist 1.00 1.00 0.00 Payroll/Pension Administrator 0.50 0.50 0.00 PAYROLL TOTAL 2.50 2.50 0.00 1929 HUMAN RESOURCES Human Resources Assistant 2.00 2.00 0.00 Human Resources Specialist 2.00 2.00 0.00 HR Specialist/Training 1.00 0.00 -1.00 Eliminated during the 2018 Budget Process Human Resources Division Manager 1.00 1.00 0.00 Payroll Pension Administrator 0.00 0.00 0.00 HUMAN RESOURCES TOTAL 6.00 5.00 -1.00 1932 INFORMATION TECHNOLOGY Network Supervisor 1.00 1.00 0.00 GIS Analyst 1.00 1.00 0.00 Network Engineer 1.00 1.00 0.00 Digital Services Specialist 1.00 1.00 0.00 Civic Technology Analyst 0.00 1.00 1.00 Reclassified from Application & Business Analyst Application & Business Analyst 1.00 0.00 -1.00 Reclassified to Civic Technology Analyst Public Safety Technology Coordinator 1.00 1.00 0.00 Network Administrator 1.00 1.00 0.00 Programmer Analyst 1.00 1.00 0.00 Technical Support Specialist I 2.00 2.00 0.00 IT Division Manager 1.00 0.00 -1.00 Reclassified to CIO/IT Division Manager CIO/IT Division Manager 0.00 1.00 1.00 Reclassified from IT Division Manager Applications Analyst 0.00 0.00 0.00 Technical Services Supervisor 1.00 0.00 -1.00 Retitled to IT Service Delivery Manager IT Service Delivery Manager 0.00 1.00 1.00 Retitled from Technical Services Supervisor Tech Support Supervisor 0.00 0.00 0.00 System Administrator 1.00 1.00 0.00 INFORMATION TECHNOLOGY TOTAL 13.00 13.00 0.00 1941 PARKING ENFORCEMENT AND TICKETS Parking Enforcement Officer 10.00 10.00 0.00 Parking Operations Clerk 0.00 0.00 0.00 Parking Enforcement Supervisor 1.00 1.00 0.00 Parking Operations Coordinator 1.00 0.00 -1.00 Position moved to the Parking Fund PARKING ENFORCEMENT AND TICKETS TOTAL 12.00 11.00 -1.00 201 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 1950 FACILITIES Operations/Maintenance Supervisor/Building 0.00 0.00 0.00 Facilities Maintenance Supervisor 2.00 2.00 0.00 Maintenance & Operations Manager, Building/Special Facilities 0.00 0.00 0.00 Facilities & Fleet Division Manager 0.00 1.00 1.00 Reclassified from Facilities Management Div. Mgr. Facilities Management Division Manager 1.00 0.00 -1.00 Reclassified to Facilities & Fleet Division Manager Facility Maintenance Technician 0.00 0.00 0.00 Facility Services Worker 0.00 0.00 0.00 Custodian I 0.00 0.00 0.00 Facilities Maintenance Worker I 4.20 4.00 -0.20 Reclassifed to PT Facility Services Worker Facilities Maintenance Worker II 0.00 0.00 0.00 Facilities Maint. Worker III 12.00 12.00 0.00 PT Facility Services Worker 0.00 0.20 0.20 Reclassified from Facilities Maintenance Worker I Master Tradesman 2.00 2.00 0.00 FACILITIES TOTAL 21.20 21.20 0.00 ADMINISTRATIVE SERVICES DEPARTMENT 57.70 55.70 -2.00 2101 COMMUNITY DEVELOPMENT ADMINISTRATION Director, Community Development 0.75 0.75 0.00 0.25 in Affordable Housing Fund Management Analyst 1.00 1.00 0.00 Social Services Grants & Compliance Specialist 0.50 0.50 0.00 2101 COMMUNITY DEVELOPMENT ADMINISTRATION TOTAL 2.25 2.25 0.00 2105 PLANNING AND ZONING Senior Planner 1.00 1.00 0.00 Planning & Zoning Administrator 1.00 1.00 0.00 Neighborhood & Land Use Planner 1.00 1.00 0.00 Zoning Officer 0.00 0.00 0.00 Development Planner 1.00 1.00 0.00 Zoning Planner 1.00 1.00 0.00 2105 PLANNING AND ZONING TOTAL 5.00 5.00 0.00 2126 BUILDING INSPECTION SERVICES Electrical Inspector II 1.00 1.00 0.00 Plumbing/Mechanical Inspector 2.00 2.00 0.00 Sign Inspector/Graffiti Tech 1.00 1.00 0.00 Struct Inspec/Plan Reviewer 1.00 0.00 -1.00 Position eliminated during 2018 Budget process Plan Reviewer 1.00 1.00 0.00 Building Construction Insp. Supervisor 1.00 1.00 0.00 Customer Service Coordinator 0.40 0.40 0.00 Customer Service Representative 2.00 1.00 -1.00 1 FTE eliminated during 2018 Budget process Civil Engineer III 1.00 1.00 0.00 Civil Engineer II/ROW Permits 1.00 1.00 0.00 Electrical Inspector/Plan Reviewer 1.00 1.00 0.00 Build/Insp Serv. Division Manager 0.85 0.85 0.00 2126 BUILDING INSPECTION SERVICES TOTAL 13.25 11.25 -2.00 5300 ECONOMIC DEVELOPMENT Director, Community Development 0.25 0.00 -0.25 Moved to Affordable Housing Fund Senior Economic Development Coordinator 1.00 1.00 0.00 Economic Development Division Mgr.1.00 1.00 0.00 Transportation and Mobility Coordinator 1.00 0.00 -1.00 Position moved to Parking Fund Loval Government Management Fellow 0.50 0.50 0.00 Economic Development Program Specialist 2.00 1.00 -1.00 1 position eliminated during 2018 Budget process ECONOMIC DEVELOPMENT TOTAL 5.75 3.50 -2.25 COMMUNITY DEVELOPMENT DEPARTMENT 26.25 22.00 -4.25 2205 POLICE ADMINISTRATION Administrative Secretary 1.00 1.00 0.00 Chief of Police 1.00 1.00 0.00 Police Commander 1.00 1.00 0.00 POLICE ADMINISTRATION TOTAL 3.00 3.00 0.00 2210 PATROL OPERATIONS Police Commander 3.00 3.00 0.00 1 FTE Vacancy held Police Officer 76.00 76.00 0.00 2 FTE Vacancies held Police Sergeant 11.00 11.00 0.00 Deputy Chief 1.00 1.00 0.00 PATROL OPERATIONS TOTAL 91.00 91.00 0.00 202 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 2215 CRIMINAL INVESTIGATION Police Commander 1.00 1.00 0.00 Police Officer 14.00 14.00 0.00 Police Sergeant 2.00 2.00 0.00 Deputy Chief 1.00 1.00 0.00 CRIMINAL INVESTIGATION TOTAL 18.00 18.00 0.00 2225 SOCIAL SERVICES BUREAU Victim Advocate 3.00 0.00 -3.00 3 FTEs moved to Health Department during 2018 Budget process (2 part-time and 2 full-time) Social Services Manager 1.00 0.00 -1.00 Position eliminated during 2018 Budget process Youth Advocate 1.30 0.00 -1.30 0.8 FTE moved to Parks Department during 2018 Budget Process; 0.5 FTE eliminated SOCIAL SERVICES BUREAU TOTAL 5.30 0.00 -5.30 2230 JUVENILE BUREAU Police Commander 1.00 1.00 0.00 Police Officer 8.00 8.00 0.00 Police Sergeant 1.00 1.00 0.00 JUVENILE BUREAU TOTAL 10.00 10.00 0.00 2235 SCHOOL LIAISON Police Officer 4.00 4.00 0.00 SCHOOL LIAISON TOTAL 4.00 4.00 0.00 2240 POLICE RECORDS Manager, Police Records Bureau 1.00 1.00 0.00 Records Input Operator 4.00 3.00 -1.00 Position eliminated during 2018 Budget process Video Records Clerk 0.00 1.00 1.00 Position created during 2018 Budget process Assistant Records Manager/Specialist 0.00 1.00 1.00 Reclass of 1 Review Officer position Review Officer 2.00 1.00 -1.00 1 FTE reclassed to Assistant Records Manager POLICE RECORDS TOTAL 7.00 7.00 0.00 2245 COMMUNICATIONS Telecommunicator 14.00 14.00 0.00 COMMUNICATIONS TOTAL 14.00 14.00 0.00 2250 SERVICE DESK Court Liaison 1.00 1.00 0.00 Service Desk Officer II 12.00 11.50 -0.50 0.5 FTE eliminated during 2018 Budget process 311/Service Desk Supervisor 1.00 1.00 0.00 311/Service Desk Assistant Supervisor 1.00 1.00 0.00 SERVICE DESK TOTAL 15.00 14.50 -0.50 2251 PUBLIC INFORMATION Service Desk Officer I 8.50 8.50 0.00 PUBLIC INFORMATION TOTAL 8.50 8.50 0.00 2255 OFFICE OF PROFESSIONAL STANDARDS Exec Secretary (non-Dept Head)1.00 1.00 0.00 Police Commander 1.00 1.00 0.00 Police Sergeant 1.00 2.00 1.00 Added during 2017 calendar year OFFICE OF PROFESSIONAL STANDARDS TOTAL 3.00 4.00 1.00 2260 OFFICE OF ADMINISTRATION Deputy Chief 1.00 1.00 0.00 Management Analyst 1.00 0.00 -1.00 Reclassified to Administrator Coordinator. Administrative Coordinator 0.00 1.00 1.00 Reclassified from Management Analyst. Finance and Budget Manager 1.00 1.00 0.00 Training Coordinator 1.00 0.00 -1.00 Eliminated in 2018 Budget Process. OFFICE OF ADMINISTRATION TOTAL 4.00 3.00 -1.00 2265 NEIGHBORHOOD ENFORCEMENT TEAM Police Commander 1.00 1.00 0.00 Police Officer 13.00 13.00 0.00 Police Sergeant 2.00 2.00 0.00 NEIGHBORHOOD ENFORCEMENT TEAM TOTAL 16.00 16.00 0.00 2270 TRAFFIC BUREAU Police Officer 6.00 6.00 0.00 Police Sergeant 1.00 1.00 0.00 Towing Coordinator 1.00 1.00 0.00 TRAFFIC BUREAU TOTAL 8.00 8.00 0.00 203 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 2275 COMMUNITY STRATEGIC BUREAU Crime Analyst 1.00 1.00 0.00 COMMUNITY STRATEGIC BUREAU TOTAL 1.00 1.00 0.00 2280 ANIMAL CONTROL Animal Control Warden 1.00 1.00 0.00 ANIMAL CONTROL TOTAL 1.00 1.00 0.00 2285 PROBLEM SOLVING TEAM Police Commander 1.00 1.00 0.00 Police Sergeant 1.00 1.00 0.00 Police Officer 12.00 12.00 0.00 PROBLEM SOLVING TEAM TOTAL 14.00 14.00 0.00 2290 PROPERTY BUREAU Management Analyst 1.00 1.00 0.00 Property Officer 1.00 1.00 0.00 PROPERTY BUREAU TOTAL 2.00 2.00 0.00 2295 BUILDING MANAGEMENT Custodian I 1.00 1.00 0.00 BUILDING MANAGEMENT TOTAL 1.00 1.00 0.00 POLICE DEPARTMENT 225.80 220.00 -5.80 2305 FIRE MANAGEMENT & SUPPORT Administrative Secretary 1.00 1.00 0.00 Fire Chief 1.00 1.00 0.00 Management Analyst 1.00 1.00 0.00 FIRE MANAGEMENT & SUPPORT TOTAL 3.00 3.00 0.00 2310 FIRE PREVENTION Division Chief, Fire 1.00 1.00 0.00 Fire Captain 2.00 2.00 0.00 Fire Plan Reviewer 1.00 1.00 0.00 FIRE PREVENTION TOTAL 4.00 4.00 0.00 2315 FIRE SUPPRESSION Division Chief, Fire 1.00 2.00 1.00 Reclassified from Deputy Chief Deputy Chief, Fire 1.00 0.00 -1.00 Reclassified as Division Chief Fire Captain 24.00 24.00 0.00 Firefighter 74.00 74.00 0.00 4 vacancies held during 2018 Budget process Shift Chief, Fire 3.00 3.00 0.00 FIRE SUPPRESSION TOTAL 103.00 103.00 0.00 FIRE DEPARTMENT 110.00 110.00 0.00 2407 HEALTH SERVICES ADMINISTRATION Director, Health & Human Services 1.00 0.75 -0.25 0.25 FTE funded by General Assistance Fund Exec Secretary (to Dept. Head)1.00 1.00 0.00 HEALTH SERVICES ADMINISTRATION TOTAL 2.00 1.75 -0.25 2435 FOOD AND ENVIRONMENTAL HEALTH Environmental Health Practitioner 2.00 2.00 0.00 Senior Environmental Health Practicioner 1.00 1.00 0.00 Property Maint Inspector I 3.00 3.00 0.00 Senior Property Maintenance Inspector 1.00 1.00 0.00 Secretary II 1.00 0.00 -1.00 Position eliminated during 2018 Budget Process Communicable Dis Surv Specialist 1.00 1.00 0.00 Medical Director 0.10 0.00 -0.10 Position eliminated during 2018 Budget Process Emergency Response Coordinator 1.00 1.00 0.00 Health License Coordinator 1.00 1.00 0.00 Customer Service Representative 1.00 1.00 0.00 Assistant Health Director 1.00 1.00 0.00 Public Health Manager 1.00 1.00 0.00 FOOD AND ENVIRONMENTAL HEALTH TOTAL 14.10 13.00 -1.10 2440 VITAL RECORDS Clerk III 1.00 0.00 -1.00 Reclassified to CSR Customer Service Representative 0.00 1.00 1.00 Reclassified from Clerk III VITAL RECORDS TOTAL 1.00 1.00 0.00 204 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 2455 COMMUNITY HEALTH PROGRAM ADMINISTRATION Human Services Manager 1.00 1.00 0.00 Health Services Advocate 0.00 3.00 3.00 2 full-time and 2 part-time positions; FTEs moved from Police Department during 2018 Budget General Assistance Specialist 1.00 0.00 -1.00 Reclassified to Management Analyst Management Analyst 0.00 1.00 1.00 Reclassified from General Assistance Specialist Medical Billing Clerk 1.00 0.00 -1.00 Postion Budgeted for only one year Public Health Educator 1.00 1.00 0.00 COMMUNITY HEALTH PROGRAM ADMINISTR. TOTAL 4.00 6.00 2.00 HEALTH AND HUMAN SERVICES DEPARTMENT 21.10 21.75 0.65 4105 PUBLIC WORKS AGENCY ADMIN Public Works Agency Director 0.50 0.00 -0.50 Reclassified to Water Fund (4200) Part-Time Clerk 0.75 0.50 -0.25 Special Projects Assistant 3.00 2.00 -1.00 position eliminated during 2018 budget process Project Management Supervisor 1.00 2.00 1.00 PUBLIC WORKS AGENCY ADMIN TOTAL 5.25 4.50 -0.75 4300 ENVIRONMENTAL SERVICES Environmental Services Bureau Chief 1.00 0.00 -1.00 Position eliminated during 2018 Budget process ENVIRONMENTAL SERVICES TOTAL 1.00 0.00 -1.00 4310 RECYCLING AND ENVIRONMENTAL MAINTENANCE Public Services Bureau Chief 0.00 0.75 0.75 0.25 FTE in Solid Waste Fund; position created during 2018 Budget process Equipment Operator I 1.00 1.00 0.00 Equipment Operator II 2.00 2.00 0.00 Public Works Maint Wrkr II 3.00 3.00 0.00 PW Crew Leader 1.00 0.00 -1.00 Moved to Solid Waste Fund RECYCLING AND ENVIRONMENTAL MAINTAINENCE TOTAL 7.00 6.75 -0.25 4320 FORESTRY Arborist 1.00 1.00 0.00 Forestry Worker I 0.00 1.00 1.00 Reclassification of Park/Forestry Worker III Parks/Forestry Crew Leader 3.00 3.00 0.00 Parks/Forestry Worker III 14.00 13.00 -1.00 Reclassified to Forestry Worker I FORESTRY TOTAL 18.00 18.00 0.00 4330 GREENWAYS Equipment Operator II 2.00 2.00 0.00 General Tradesman 1.00 1.00 0.00 Greenway Supervisor 1.00 1.00 0.00 Greenway Crew Leader 1.00 1.00 0.00 Parks/Forestry Crew Leader 3.00 3.00 0.00 Parks/Forestry Worker II 2.00 1.00 -1.00 Position eliminated during 2018 Budget process Public Works Maintenance Worker II 3.00 2.00 -1.00 Reclassed to Worker I Public Works Maintenance Worker I 0.00 1.00 1.00 Reclassed from Worker II Parks/Forestry Worker III 4.00 4.00 0.00 GREENWAYS TOTAL 17.00 16.00 -1.00 4400 CAPITAL PLANNING & ENGINEERING Bureau Chief 0.50 0.00 -0.50 Move 0.5 FTE to Capital Fund 4118 CAPITAL PLANNING & ENGINEERING TOTAL 0.50 0.00 -0.50 4410 STREETS AND RIGHT OF WAY Civil Engineer III 1.00 0.25 -0.75 0.75 Moved to Special Assessment and Sewer Funds Civil Engineer II 1.00 0.00 -1.00 Moved to Sewer and Capital Funds Construction Inspector 1.00 0.00 -1.00 Reclassified to Architect, moved to 4430 Engineering Associate II 1.00 1.00 0.00 Sr. Prjct Mgr.2.00 0.00 -2.00 Moved to Capital and Parking Funds STREETS AND RIGHT OF WAY TOTAL 6.00 1.25 -4.75 4420 TRANSPORTATION Sr Proj Mgr: Traf/ROW/Permits 1.00 1.00 0.00 Traffic Engineering Technician 0.50 0.50 0.00 TRANSPORTATION TOTAL 1.50 1.50 0.00 4430 PARKS AND FACILITIES ADA/CIP Project Manager 1.00 0.00 -1.00 Moved to Capital Fund Architect 0.00 0.50 0.50 Reclassed from Construction Inspector 4410; 0.5 in Parking Fund Sr Project Mgr: Facilities/Parks 1.00 0.00 -1.00 Moved to Capital Fund PARKS AND FACILITIES TOTAL 2.00 0.50 -1.50 205 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 4510 STREET MAINTENANCE Infrastructure Maintenance Bureau Chief 1.00 0.00 -1.00 Position eliminated during 2018 Budget process Equipment Operator II 11.00 10.00 -1.00 1 FTE eliminated during 2018 Budget process Equipment Operator III 2.00 2.00 0.00 Public Works Maint Wrkr II 1.00 1.00 0.00 PW Crew Leader 2.00 2.00 0.00 Supervisor: Streets 1.00 1.00 0.00 4510 STREET MAINTENANCE TOTAL 18.00 16.00 -2.00 4520 TRAFFIC SIGNS AND STREET LIGHT MAINTENANCE Traffic Operations Supervisor 1.00 1.00 0.00 Public Works Maint Wrkr II 1.00 0.00 -1.00 1 FTE reclassified to PW Maint Wrkr III Public Works Maint Wrkr III 2.00 3.00 1.00 1 FTE reclassified from PW Maint Wrkr II Traffic Electrician 3.00 3.00 0.00 Traffic Electrician Leader 1.00 1.00 0.00 4520 TRAFFIC SIGNS AND STREET LIGHT MAINTENANCE TOTAL 8.00 8.00 0.00 PUBLIC WORKS AGENCY 84.25 72.50 -11.75 3005 RECREATION MANAGEMENT & GENERAL SUPPORT Director, Recreation & Comm. Services 1.00 1.00 0.00 Special Projects Assistant 1.00 1.00 0.00 Exec Secretary (to Dept. Head)1.00 1.00 0.00 RECREATION MGMT & GENERAL SUPPORT 3.00 3.00 0.00 3010 RECREATION BUSINESS & FISCAL MANAGEMENT Data Control Clerk 1.00 1.00 0.00 Recreation Support Specialist 1.00 1.00 0.00 Administrative Supervisor 1.00 0.00 -1.00 Position eliminated during 2018 Budget Process RECREATION BUSINESS & FISCAL MANAGEMENT 3.00 2.00 -1.00 3020 RECREATION GENERAL SUPPORT Asst. Director of Recr. & Comm. Services 2.00 2.00 0.00 Program Coordinator 0.40 0.40 0.00 RECREATION GENERAL SUPPORT TOTAL 2.40 2.40 0.00 3030 CROWN COMMUNITY CENTER Building Supervisor 1.00 1.00 0.00 Custodian II 1.00 0.00 -1.00 Retitle to Fac Maint Worker/Cust II Fac Maint. Worker/Cust II 1.00 2.00 1.00 Retitle from Custodian II Recreation Program Coordinator 1.00 1.00 0.00 After School Supervisor 0.50 1.00 0.50 Reclassified from Preschool Program Supervisor PT Preschool Instructor 2.66 2.66 0.00 PT Custodian 1.60 1.60 0.00 Preschool Program Supervisor 1.00 0.50 -0.50 Reclassified to After School Supervisor CROWN COMMUNITY CENTER TOTAL 9.76 9.76 0.00 3035 CHANDLER COMMUNITY CENTER Clerk III 0.75 0.75 0.00 Recreation Manager 1.00 0.00 -1.00 Position eliminated during 2018 Budget process Recreation Program Coordinator 1.00 1.00 0.00 Program Supervisor 0.80 0.80 0.00 PT Custodian 1.53 1.53 0.00 Facilities Supervisor 0.40 0.40 0.00 CHANDLER COMMUNITY CENTER TOTAL 5.48 4.48 -1.00 3040 FLEETWOOD JOURDAIN COMMUNITY CENTER Clerk III 0.70 0.70 0.00 Office Coordinator 1.00 1.00 0.00 Custodian II 1.00 1.00 0.00 Recreation Manager 1.00 1.00 0.00 Recreation Program Coordinator 1.00 1.00 0.00 Program Supervisor 1.25 1.25 0.00 After School Supervisor 0.50 0.50 0.00 PT Custodian 0.50 0.50 0.00 FLEETWOOD JOURDAIN COMM. CENTER TOTAL 6.95 6.95 0.00 3045 FLEETWOOD JOURDAIN THEATER Recreation Program Coordinator 1.00 1.00 0.00 FLEETWOOD JOURDAIN THEATER TOTAL 1.00 1.00 0.00 3050 RECREATION OUTREACH Program Supervisor 0.50 0.50 0.00 RECREATION OUTREACH 0.50 0.50 0.00 206 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 3055 LEVY CENTER SENIOR SERVICES Custodian I 2.00 2.00 0.00 Recreation Manager 1.00 1.00 0.00 Recreation Program Coordinator 2.00 2.00 0.00 Secretary II 1.00 1.00 0.00 PT Office Assistant 0.67 0.67 0.00 Facilities Supervisor 1.38 1.38 0.00 FT Bus Driver 1.00 1.00 0.00 PT Custodian 1.45 1.45 0.00 Senior Citizen Ombudsman Manager 1.00 1.00 0.00 Senior Citizen Ombudsman Assistant 1.00 1.00 0.00 LEVY CENTER SENIOR SERVICES TOTAL 12.50 12.50 0.00 3080 BEACHES Recreation Program Coordinator 0.75 0.75 0.00 Recreation Services Manager 0.50 0.50 0.00 BEACHES TOTAL 1.25 1.25 0.00 3095 CROWN ICE RINK Clerk II 1.50 1.50 0.00 Office Coordinator 1.00 1.00 0.00 Recreation Program Coordinator 1.00 1.00 0.00 Assistant Program Coordinator 1.00 1.00 0.00 Recreation Manager 1.00 1.00 0.00 Office Assistant 0.60 0.60 0.00 Facilities Supervisor 0.89 0.89 0.00 PT Custodian 0.50 0.50 0.00 CROWN ICE RINK TOTAL 7.49 7.49 0.00 3100 SPORTS LEAGUES Recreation Services Manager 0.05 0.05 0.00 Program Supervisor 0.50 0.50 0.00 SPORTS LEAGUES TOTAL 0.55 0.55 0.00 3130 SPECIAL RECREATION Recreation Program Coordinator 1.60 1.60 0.00 Recreation Services Manager 0.25 0.25 0.00 Program Supervisor 0.46 0.46 0.00 SPECIAL RECREATION TOTAL 2.31 2.31 0.00 3140 BUS PROGRAM PT Bus Driver 1.15 1.15 0.00 BUS PROGRAM TOTAL 1.15 1.15 0.00 3150 PARK SERVICE UNIT Recreation Program Coordinator 0.25 0.25 0.00 Recreation Services Manager 0.20 0.20 0.00 PT Park Ranger 1.00 1.00 0.00 PARK SERVICE UNIT TOTAL 1.45 1.45 0.00 3215 YOUTH ENGAGEMENT MWEBE/LEP and Workforce Development Coordinator 0.50 0.00 -0.50 0.5 FTE moved to Water & Sewer Funds Youth Advocate 0.00 0.80 0.80 Moved from Police Department during 2018 Budget Process Community Services Manager 1.00 1.00 0.00 Program Coordinator - YYA 1.00 1.00 0.00 Youth-Young Adult Ast. Prog. Coordinator 0.00 1.00 1.00 Reclassified from Outreach Dev. Worker Youth-Young Adult Outreach Program Assistant 0.00 0.45 0.45 Reclassified from Outreach Worker Youth-Young Adult Outreach Worker 2.90 2.45 -0.45 Reclassified to Program Assistant Youth-Young Adult Outreach Development Worker 3.00 2.00 -1.00 Reclassified to Ast. Prog. Coordinator YOUTH ENGAGEMENT TOTAL 8.40 8.70 0.30 3225 GIBBS-MORRISON CULTURAL CENTER Facilities Coordinator  1.00 1.00 0.00 Facilities Supervisor 1.50 1.50 0.00 GIBBS-MORRISON CULTURAL CENTER TOTAL 2.50 2.50 0.00 3605 ECOLOGY CENTER Clerk III 1.00 1.00 0.00 Recreation Program Coordinator 2.00 2.00 0.00 Garden Coordinator 0.20 0.20 0.00 Facilities Supervisor 0.32 0.32 0.00 PT Custodian 0.25 0.25 0.00 ECOLOGY CENTER TOTAL 3.77 3.77 0.00 207 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 3710 NOYES CULTURAL ARTS CENTER Office Assistant 0.85 0.85 0.00 Weekend/Evening Coordinator 1.00 1.00 0.00 PT Custodian 1.52 1.52 0.00 NOYES CULTURAL ARTS CENTER TOTAL 3.37 3.37 0.00 3720 CULTURAL ARTS PROGRAMS Recreation Program Coordinator 1.00 1.00 0.00 Festival Coordinator 1.00 0.00 -1.00 Position eliminated during 2018 Budget process CULTURAL ARTS PROGRAMS TOTAL 2.00 1.00 -1.00 PARKS, RECREATION, & COMM. SERV. DEPT.78.83 76.13 -2.70 General Fund 643.43 614.58 -28.85 2499 GENERAL ASSISTANCE ADMINISTRATION Customer Service Representative 1.00 1.00 0.00 Director, Health & Human Services 0.00 0.25 0.25 0.75 FTE funded from the General Fund Human Services Specialist 1.00 1.00 0.00 General Assistance Specialist 2.00 2.00 0.00 GENERAL ASSISTANCE ADMINISTRATION TOTAL 4.00 4.25 0.25 GENERAL ASSISTANCE FUND 4.00 4.25 0.25 4805 YOUTH SERVICES Librarian I 3.50 2.50 -1.00 Librarian III 1.00 1.00 0.00 Supervising Librarian 1.00 1.00 0.00 Teen Services Librarian I 0.00 1.00 1.00 Youth Outreach Librarian II 1.00 0.00 -1.00 moved to neighborhood services Library Assistant 6.60 5.11 -1.49 YOUTH SERVICES TOTAL 13.10 10.61 -2.49 4806 ADULT SERVICES Librarian I 5.03 5.03 0.00 Supervising Librarian 1.00 1.00 0.00 Library Assistant 2.37 2.53 0.16 Technology Associate 2.80 2.80 0.00 Technology Trainer 0.53 1.06 -0.53 new part-time position added Library Clerk 0.00 0.00 0.00 Administrative Librarian 1.00 1.00 0.00 Virtual Services Librarian 1.00 1.00 0.00 ADULT SERVICES TOTAL 13.73 14.42 0.69 4820 CIRCULATION Circulation Manager 1.00 1.00 0.00 Assistant Circulation Manager 1.00 1.00 0.00 Clerk III 0.00 0.00 0.00 Library Aide II 3.28 3.07 -0.21 Library Clerk 5.17 5.68 0.51 Shelver 4.43 4.84 0.41 CIRCULATION TOTAL 14.88 15.59 0.71 4825 NEIGHBORHOOD SERVICES Librarian III 1.00 1.00 0.00 Shelver 0.69 0.40 -0.29 Community Engagement Assistant 0.00 0.53 0.53 Latino Engagement Librarian 1.00 1.00 0.00 Moved from Administration during 2017 Community Engagement Librarian 1.00 1.00 0.00 Moved from Administration during 2017 Youth Outreach Librarian II 0.00 1.00 1.00 Moved from Youth Services Branch Assistant 3.36 3.68 0.32 Library Clerk 1.57 1.27 -0.30 NEIGHBORHOOD SERVICES TOTAL 8.62 9.88 1.26 4835 TECHNICAL SERVICES Librarian I 0.67 0.67 0.00 Librarian III 1.00 1.00 0.00 Library Assistant 2.75 2.75 0.00 Collection Development Manager 1.00 1.00 0.00 Library Clerk 1.53 1.53 0.00 TECHNICAL SERVICES TOTAL 6.95 6.95 0.00 4840 MAINTENANCE Custodian II 2.00 2.00 0.00 Custodian I 0.80 0.80 0.00 Security Monitor 2.67 2.67 0.00 Facilities Management Supervisor 1.00 1.00 0.00 MAINTENANCE TOTAL 6.47 6.47 0.00 208 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 4845 ADMINISTRATION Bookkeeper 1.00 0.00 -1.00 Office Coordinator 0.00 1.00 1.00 Clerk III 1.00 0.00 -1.00 Director, Library 1.00 1.00 0.00 Assistant Library Director 1.00 1.00 0.00 Administrative Secretary 0.00 1.00 1.00 Administrative Services Manager 1.00 0.00 -1.00 Development Associate 1.33 1.33 0.00 Development Manager 1.00 1.00 0.00 Latino Engagement Librarian 1.00 0.00 -1.00 Moved to Neighborhood Services Community Engagement Coordinator 0.80 0.80 0.00 Community Engagement Librarian 1.00 0.00 -1.00 Moved to Neighborhood Services ADMINISTRATION TOTAL 10.13 7.13 -3.00 LIBRARY FUND 73.88 71.05 -2.83 5005 NSP2 Housing and Grant Administrator 0.10 0.05 -0.05 0.05 FTE moved to 5465 Grants and Compliance Specialist 0.20 0.10 -0.10 0.10 FTE moved to 5220 NSP2 TOTAL 0.30 0.15 -0.15 NSP2 FUND 0.30 0.15 -0.15 5150 EMERGENCY TELEPHONE SYSTEM Asst. Communications Coordinator 2.00 2.00 0.00 Communications Coordinator 1.00 1.00 0.00 Telecommunicator 2.00 2.00 0.00 EMERGENCY TELEPHONE SYSTEM TOTAL 5.00 5.00 0.00 EMERGENCY TELEPHONE SYSTEM FUND 5.00 5.00 0.00 5187 HOUSING REHABILITATION Housing Rehabilitation Specialist 1.00 1.00 0.00 Customer Service Representative 0.60 0.60 0.00 Build/Insp. Serv. Division Manager 0.15 0.15 0.00 HOUSING REHABILITATION TOTAL 1.75 1.75 0.00 5220 CDBG ADMINISTRATION Housing and Grant Administrator 0.70 0.55 -0.15 0.15 FTE moved to 5465 PT Financial Analyst 0.50 0.50 0.00 Grants and Compliance Specialist 0.80 0.90 0.10 moved from 5005 Social Services Grants and Compliance Specialist 0.50 0.50 0.00 Housing Policy & Planning Analyst 0.00 0.30 0.30 moved from 5430 and 5465 CDBG ADMINISTRATION TOTAL 2.50 2.75 0.25 CDBG ADMINISTRATION FUND 4.25 4.50 0.25 5430 HOME FUND Housing Policy & Planning Analyst 0.50 0.35 -0.15 moved to 5220 HOME FUND 0.50 0.35 -0.15 5465 AFFORDABLE HOUSING FUND Housing Policy & Planning Analyst 0.50 0.35 -0.15 moved to 5220 Community Development Director 0.00 0.25 0.25 Position moved during 2018 Budget; 0.75 in General Fund Housing and Grant Administrator 0.20 0.40 0.20 Moved from 5220 & 5005 AFFORDABLE HOUSING FUND 0.70 1.00 0.30 4118 CAPITAL IMPROVEMENT FUND Capital Planning Bureau Chief 0.00 0.50 0.50 0.5 FTE in General Fund Senior Project Manager 0.00 2.50 2.50 2 FTE moved from 4410 and 1 FTE from 4430 in General Fund Civil Engineer II 0.00 0.50 0.50 Moved from 4410 in General Fund ADA/CIP Project Manager 0.00 1.00 1.00 Moved from 4430 in General Fund CAPITAL IMPROVEMENT FUND 0.00 4.50 4.50 6000 SPECIAL ASSESSMENT FUND Civil Engineer III 0.00 0.50 0.50 0.5 FTE in General Fund SPECIAL ASSESSMENT FUND 0.00 0.50 0.50 209 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 4420 TRANSPORTATION Traffic Engineering Technician 0.50 0.50 0.00 Architect 0.00 0.50 0.50 Moved from General Fund TRANSPORTATION TOTAL 0.50 1.00 0.50 4510 STREET MAINTENANCE Senior Project Manager 0.00 0.50 0.50 0.5 FTE moved from General Fund Public Works Maint Wrkr II 1.00 1.00 0.00 STREET MAINTENANCE TOTAL 1.00 1.50 0.50 4310 RECYCLING AND ENVIRONMENTAL MAINTENANCE Public Works Maint Wrkr II 1.00 1.00 0.00 Sanitation Supervisor 1.00 1.00 0.00 RECYCLING AND ENVIRONMENTAL MAINTENANCE TOTAL 2.00 2.00 0.00 4330 GREENWAYS Public Works Maint Wrkr II 2.00 2.00 0.00 GREENWAYS TOTAL 2.00 2.00 0.00 7005 PARKING SYSTEM MANAGEMENT Revenue Manager 0.50 0.50 0.00 Parking Operations Coordinator 0.00 1.00 1.00 Position moved from the General Fund Transportation and Mobility Coordinator 0.00 1.00 1.00 Position moved from the General Fund Finance Operations Coordinator 1.00 0.00 -1.00 Eliminated during 2017 Parking Facilities Supervisor 1.00 1.00 0.00 Customer Service Representative 2.00 2.00 0.00 Revenue Collections Coordinator 1.00 1.00 0.00 Parking Division Manager 0.00 1.00 1.00 Position reclassified from Parking/Fleet Manager Parking/Fleet Division Manager 0.50 0.00 -0.50 Position reclassified to Parking Division Manager PARKING SYSTEM MANAGEMENT TOTAL 6.00 7.50 1.50 7015 PARKING LOTS & METERS Parking Maintenance Worker 3.00 2.00 -1.00 Position eliminated during 2018 Budget process PARKING LOTS & METERS TOTAL 3.00 3.00 0.00 7037 MAPLE AVENUE GARAGE Facilities Maintenance Worker III 1.00 1.00 0.00 MAPLE AVENUE GARAGE TOTAL 1.00 1.00 0.00 PARKING SYSTEM FUND 15.50 18.00 2.50 4105 PUBLIC WORKS AGENCY ADMIN Director of Public Works Agency 0.50 0.00 -0.50 Moved to 4200 MWEBE/LEP and Workforce Development Coordinator 0.00 0.50 0.50 Moved from General Fund; 50% in Sewer Fund Sustainability Coordinator 0.00 0.25 0.25 50% of position funded by General Fund; 25% funded by Solid Waste Fund Project Management Supervisor 0.50 0.50 0.00 Special Projects Assistant 1.00 0.00 -1.00 Moved to 4200 Plumbing Inspector 0.50 0.50 0.00 PUBLIC WORKS AGENCY ADMIN TOTAL 2.50 1.75 -0.75 4200 WATER PRODUCTION Director of Public Works Agency 0.00 1.00 1.00 Moved from 4105 in General Fund and Water Fund Capital Planning Bureau Chief 0.00 0.50 0.50 Moved from 4400 in General Fund and Water Fund Civil Engineer 1.00 1.00 0.00 Senior Project Manager 0.00 1.00 1.00 Moved from 4440 Special Projects Assistant 0.00 1.00 1.00 Moved from 4105 Water Production Bureau Chief 1.00 1.00 0.00 WATER PRODUCTION TOTAL 2.00 5.50 3.50 4208 WATER BILLING Cust. Svc./Wtr Bill Coordinator 1.00 1.00 0.00 Part Time Clerk 0.50 0.50 0.00 WATER BILLING TOTAL 1.50 1.50 0.00 4210 PUMPING Division Chief, Pumping 1.00 1.00 0.00 Project Management Supervisor 1.00 1.00 0.00 Water Plant Operator 5.00 5.00 0.00 Water Worker I 1.00 1.00 0.00 Water Worker II 1.00 1.00 0.00 Water/Sewer Mechanic 3.00 3.00 0.00 PUMPING TOTAL 12.00 12.00 0.00 210 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 4220 FILTRATION Chemist 1.00 1.00 0.00 Division Chief, Filtration 1.00 1.00 0.00 Microbiologist 1.00 1.00 0.00 Project Management Supervisor 1.00 1.00 0.00 Water Plant Operator 5.00 5.00 0.00 Water Worker I 1.00 1.00 0.00 Water Worker II 1.00 1.00 0.00 Water/Sewer Mechanic 3.00 3.00 0.00 FILTRATION TOTAL 14.00 14.00 0.00 4400 CAPITAL PLANNING & ENGINEERING Bureau Chief 0.50 0.00 -0.50 Moved to 4200 CAPITAL PLANNING & ENGINEERING TOTAL 0.50 0.00 -0.50 4440 WATER AND SEWER CAPITAL Civil Engineer II 1.00 1.00 0.00 GIS / Engineering Technician 1.00 1.00 0.00 Utilities Project Manager 1.00 0.00 -1.00 Moved to 4200 WATER AND SEWER CAPITAL TOTAL 3.00 2.00 -1.00 4540 DISTRIBUTION MAINTENANCE Water Distribution Supervisor 1.00 1.00 0.00 Water Worker I 2.00 2.00 0.00 Water Worker III 3.00 3.00 0.00 Water / Sewer Crew Leader 3.00 3.00 0.00 DISTRIBUTION MAINTENANCE TOTAL 9.00 9.00 0.00 WATER FUND 44.50 45.75 1.25 4105 PUBLIC WORKS AGENCY ADMIN Project Management Supervisor 0.50 0.50 0.00 MWEBE/LEP and Workforce Development Coordinator 0.00 0.50 0.50 Moved from General Fund; 50% in Water Fund Plumbing Inspector 0.50 0.50 0.00 PUBLIC WORKS AGENCY ADMIN TOTAL 1.00 1.50 0.50 4310 REFUSE COLLECTION & DISPOSAL Sustainability Specialist 0.33 0.00 -0.33 Position eliminated in 2018 Budget Process REFUSE COLLECTION & DISPOSAL TOTAL 0.33 0.00 -0.33 4440 WATER AND SEWER CAPITAL GIS / Engineering Technician 1.00 1.00 0.00 WATER AND SEWER CAPITAL TOTAL 1.00 1.00 0.00 4530 SEWER MAINTENANCE Senior Sewer Supervisor 1.00 1.00 0.00 Water Worker I 2.00 2.00 0.00 Water Worker II 1.00 1.00 0.00 Civil Engineer II 0.00 0.50 0.50 0.5 FTE moved from General Fund Civil Engineer III 0.00 0.25 0.25 Moved from 4410 in General Fund Water Worker III 1.00 1.00 0.00 Water/Sewer Crew Leader 4.00 4.00 0.00 SEWER MAINTENANCE TOTAL 9.00 9.75 0.75 SEWER MAINTENANCE FUND 11.33 12.25 0.92 4310 REFUSE COLLECTION & DISPOSAL Sustainability Specialist 0.66 0.00 -0.66 position eliminated during 2018 Budget Public Services Bureau Chief 0.00 0.25 0.25 position created during the 2018 Budget Sustainability Coordinator 0.00 0.25 0.25 50% of position funded by General Fund; 25% funded by Water Fund PW Crew Leader 0.00 1.00 1.00 Moved from General Fund Equipment Operator II 9.00 9.00 0.00 REFUSE COLLECTION & DISPOSAL TOTAL 9.66 10.50 0.84 SOLID WASTE FUND 9.66 10.50 0.84 211 Position Description 2017 Adopted Budget FTE 2018 Adopted Budget FTE Difference 2018 Notes 7705 GENERAL SUPPORT Parking/Fleet Division Manager 0.50 0.00 -0.50 Position reclassified to Parking Mgr Auto Shop Supervisor 1.00 1.00 0.00 GENERAL SUPPORT TOTAL 1.50 1.00 -0.50 7710 MAJOR MAINTENANCE Equipment Mechanic III 7.00 6.00 -1.00 1 FTE eliminated during 2018 Budget process PT Junior Mechanic 1.50 0.50 -1.00 1 FTE eliminated during 2018 Budget process Lead Mechanic 1.00 1.00 0.00 Fleet Operations Coordinator 1.00 1.00 0.00 MAJOR MAINTENANCE TOTAL 10.50 8.50 -2.00 FLEET SERVICES FUND 12.00 9.50 -2.50 7800 RISK MANAGEMENT Administrative Secretary 1.00 1.00 0.00 Corporation Counsel/City Attorney 0.50 0.50 0.00 Assistant City Attorney I 1.00 1.00 0.00 Workers Comp. and Safety Manager 1.00 1.00 0.00 Safety Specialist 1.00 1.00 0.00 RISK MANAGEMENT TOTAL 4.50 4.50 0.00 7801 EMPLOYEE BENEFITS HR Assistant/Benefits Coordinator 1.00 1.00 0.00 EMPLOYEE BENEFITS TOTAL 1.00 1.00 0.00 INSURANCE FUND 5.50 5.50 0.00 All Funds 830.55 807.38 -23.17 212 DEPARTMENT / DIVISION SUMMARY FY 2012 FY 2013 FY 2014 FY 2015 FY2016 FY2017 FY 2018 FY17-FY18 Difference 1300 City Council 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0.00 1400 City Clerk 1.80 2.20 2.20 2.00 2.00 2.00 1.00 (1.00) 1505 City Manager's Office 6.00 6.00 5.00 5.00 3.50 4.50 4.50 0.00 1510 Community Engagement 5.00 5.00 6.00 5.00 5.00 5.00 5.00 0.00 1515 Farmer's Market 1520 Emergency Management Operations 1530 Youth Engagement Division 1535 Sustainability 1.00 1.00 1.00 1.00 1.00 1.00 0.50 (0.50) 1540 Summer Youth Employment Program 1545 Human Relations Commission 1550 Business Perf. & Technology Admin.0.00 0.00 0.00 1555 Financial Administration 4.00 4.00 4.00 0.00 1560 Revenue 3.00 5.50 3.50 (2.00) 1570 Accounting 6.50 6.50 5.50 (1.00) 1571 Tax Assessment Review 1.00 1.00 1.00 0.00 1575 Purchasing 3.50 3.50 3.00 (0.50) 1580 Community Arts 0.00 0.00 1.00 1.00 1.00 1.00 1.00 0.00 5300 Economic Development 0.00 0.00 1585 Administrative Adjudication 0.00 0.00 0.00 0.00 0.00 0.00 2.00 2.00 Subtotal City Manager's Office 12.00 12.00 13.00 12.00 28.50 32.00 30.00 (2.00) 1705 Law Department 7.00 7.00 7.00 8.00 8.00 4.50 4.50 0.00 1805 Human Resources General Support 1905 Administration General Support 4.00 4.00 4.00 5.00 5.00 3.00 3.00 0.00 1910 Revenue Division 4.00 4.00 4.00 3.00 0.00 0.00 1915 Payroll 2.50 2.50 2.50 2.50 2.50 2.50 2.50 0.00 1920 Accounting 6.50 6.50 6.50 5.50 0.00 0.00 1921 Tax Assessment Review 0.00 0.00 0.00 1.00 0.00 0.00 1925 Purchasing 2.60 3.00 3.00 3.50 0.00 0.00 1929 Human Resources Division 5.00 5.00 6.00 6.50 6.50 6.00 5.00 (1.00) 1930 Budget 0.00 0.00 0.00 0.00 1932 Information Systems 11.50 10.50 11.00 12.00 11.00 13.00 13.00 0.00 1935 Administrative Adjudication 0.00 0.00 0.00 0.00 1941 Parking Enforcement & Tickets 12.00 12.00 12.00 12.00 12.00 12.00 11.00 (1.00) 1950 Facilities 20.20 21.20 21.20 0.00 Subtotal Administrative Services 48.10 47.50 49.00 51.00 57.20 57.70 55.70 (2.00) 2101 Community Development Admin 2.00 1.75 1.75 2.75 2.25 2.25 2.25 0.00 2105 Planning & Support 7.00 6.00 6.00 5.00 5.00 5.00 5.00 0.00 2110 Zoning Analysis and Support 0.00 2115 Housing Code Compliance 7.00 0.00 0.00 0.00 2120 Housing Rehabilitation 1.60 1.60 1.60 0.00 2125 Building Code Compliance 0.00 2126 Building Inspection Services 9.40 11.40 11.40 11.25 14.25 13.25 11.25 (2.00) 2127 Community Intervention Services 0.00 0.00 0.00 0.00 2130 Building & Zoning 0.00 0.00 0.00 0.00 2135 Economic Development 0.00 0.00 0.00 5.75 3.50 (2.25) 27.00 20.75 20.75 19.00 21.50 26.25 22.00 (4.25) 2205 Police Administration 2.00 2.00 3.00 3.00 3.00 3.00 3.00 0.00 2210 Patrol Operations 103.00 102.00 103.00 98.00 98.00 91.00 91.00 0.00 2215 Criminal Investigation 16.00 15.00 15.00 16.00 16.00 18.00 18.00 0.00 2225 Social Services Bureau 4.00 4.00 5.00 5.00 5.00 5.30 0.00 (5.30) 2230 Juvenile Bureau 10.00 9.00 9.00 9.00 9.00 10.00 10.00 0.00 2235 School Liaison 3.00 3.00 3.00 5.00 5.00 4.00 4.00 0.00 2240 Police Records 7.00 7.00 7.00 7.00 7.00 7.00 7.00 0.00 2245 Communications Bureau 14.00 14.00 14.00 14.00 14.00 14.00 14.00 0.00 2250 Service Desk Bureau 19.00 19.00 19.00 19.00 17.00 15.00 14.50 (0.50) 2251 Public Information 9.50 8.50 8.50 8.50 8.50 8.50 8.50 0.00 2255 Office of Professional Standards 3.00 3.00 3.00 3.00 3.00 3.00 4.00 1.00 2260 Office of Administration 2.00 3.00 3.00 3.00 2.00 4.00 3.00 (1.00) 2265 Neighborhood Enforcement Team (N.E.T.)14.00 15.00 15.00 15.00 15.00 16.00 16.00 0.00 2270 Traffic Bureau 8.00 8.00 8.00 8.00 8.00 8.00 8.00 0.00 2275 Community Strategies Bureau 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0.00 2280 Animal Control Bureau 2.50 2.50 2.50 2.50 1.00 1.00 1.00 0.00 2285 Problem Solving Team 7.00 8.00 8.00 10.00 10.00 14.00 14.00 0.00 2290 Property Bureau 2.00 2.00 2.00 0.00 2295 Building Management 1.00 1.00 1.00 0.00 Subtotal Police 225.00 224.00 227.00 227.00 225.50 225.80 220.00 (5.80) GENERAL FUND DEPARTMENTS Subtotal Community & Economic Development 213 DEPARTMENT / DIVISION SUMMARY FY 2012 FY 2013 FY 2014 FY 2015 FY2016 FY2017 FY 2018 FY17-FY18 Difference 2305 Fire Management and Support 3.00 3.00 3.00 3.00 3.00 3.00 3.00 0.00 2310 Fire Prevention 4.00 4.00 4.00 4.00 4.00 4.00 4.00 0.00 2315 Fire Suppression 103.00 103.00 103.00 103.00 103.00 103.00 103.00 0.00 Subtotal Fire 110.00 110.00 110.00 110.00 110.00 110.00 110.00 0.00 2407 Health Services Administration 2.00 2.00 2.00 2.00 2.00 2.00 1.75 (0.25) 2410 Laboratory 2415 Family Health 2416 Family & Community Wellness 0.00 0.00 0.00 2420 Infectious Disease Control 2425 Dental Services 2.80 0.00 0.00 2430 Adult Health 2435 Food and Environmental Health 8.90 12.90 14.10 14.10 14.10 14.10 13.00 (1.10) 2440 Vital Records 2.00 2.00 2.00 1.00 1.00 1.00 1.00 0.00 2450 Community Intervention Services 2455 Community Health Program Administration 2.00 3.00 3.00 5.00 4.00 4.00 6.00 2.00 2530 Commission on Aging 0.00 0.00 0.00 2540 Summer Youth Employ. Program 0.00 0.00 0.00 2541 Youth Engagement Division 0.00 0.00 0.00 2550 Human Relations Commission 0.00 0.00 0.00 Subtotal Health & Human Services 17.70 19.90 21.10 22.10 21.10 21.10 21.75 0.65 3005 Recreation Mgt. & General Support 2.00 2.00 2.00 3.00 3.00 3.00 3.00 0.00 3010 Recreation Business and Fiscal Mgt.3.00 3.00 3.00 3.00 3.00 3.00 2.00 (1.00) 3015 Communications & Marketing Serv.0.00 0.00 0.00 3020 Recreation General Support 1.00 1.00 1.00 2.40 2.40 2.40 2.40 0.00 3030 Robert Crown Community Center 8.70 8.70 8.56 8.56 8.56 9.76 9.76 0.00 3035 Chandler Community Center 5.83 5.83 5.83 6.48 6.48 5.48 4.48 (1.00) 3040 Fleetwood-Jourdain Community Ctr.6.75 6.75 6.75 7.45 6.95 6.95 6.95 0.00 3045 Fleetwood-Jourdain Comm. Theater 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0.00 3050 At-Risk Programs 3050 Recreation Outreach 0.00 0.00 0.00 0.50 0.50 0.50 0.50 0.00 3055 Levy Senior Center 8.83 12.01 12.01 12.50 12.50 12.50 12.50 0.00 3080 Beaches 1.25 1.25 1.25 1.25 1.25 1.25 1.25 0.00 3085 Recreation Facility Maintenance 5.00 5.00 0.00 3095 Crown Ice Rink 7.01 7.00 7.00 6.99 7.49 7.49 7.49 0.00 3100 Sports Leagues 0.55 0.55 0.55 0.55 0.55 0.55 0.55 0.00 3110 Tennis 0.40 0.40 0.40 3130 Special Recreation 2.71 2.71 2.71 2.31 2.31 2.31 2.31 0.00 3140 Bus Program 1.15 1.15 1.15 1.15 1.15 1.15 1.15 0.00 3150 Park Service Unit 1.45 1.45 1.45 1.45 1.45 1.45 1.45 0.00 3205 Community Relations 0.00 0.00 0.00 3210 Commission On Aging 1.50 0.00 0.00 3215 Youth Engagement 4.00 4.00 4.90 7.40 8.40 8.40 8.70 0.30 3225 Gibbs-Morrison Cultural Center 1.50 2.50 2.50 0.00 3505 Parks and Forestry General Support 2.00 2.00 0.00 3510 Horticulture Maintenance 13.00 13.00 0.00 3515 Maintenance of Parkway Trees 8.50 8.50 0.00 3520 Dutch Elm Disease Control 7.25 7.25 0.00 3525 Tree Planting 2.25 2.25 0.00 3605 Ecology Center 3.77 3.77 3.77 3.77 3.77 3.77 3.77 0.00 3700 Arts Council 0.00 0.00 0.00 3710 Noyes Cultural Arts Center 3.31 3.31 3.31 2.87 2.87 3.37 3.37 0.00 3720 Cultural Arts Programs 3.00 3.00 3.00 1.60 2.00 2.00 1.00 (1.00) 3805 Facilities Administration 2.00 2.00 0.00 3806 Civic Center Services 2.20 2.20 0.00 3807 Construction & Repair 16.00 16.00 0.00 125.41 127.08 69.64 74.23 77.13 78.83 76.13 (2.70) 4105 Public Works Agency Administration 5.25 5.25 4.50 (0.75) 4300 Environmental Services 1.00 1.00 0.00 (1.00) 4310 Recycling and Environmental Maintenance 7.00 7.00 6.75 (0.25) 4320 Forestry 18.00 18.00 18.00 0.00 4330 Greenways 17.00 17.00 16.00 (1.00) 4400 Capital Planning and Engineering 0.50 0.50 0.00 (0.50) 4410 Streets and Right of Way 6.00 6.00 1.25 (4.75) 4420 Transportation 1.50 1.50 1.50 0.00 4430 Parks and Facilities 2.00 2.00 0.50 (1.50) 4500 Infrastructure Maintenance 1.00 0.00 0.00 4510 Street Maintenance 17.00 18.00 16.00 (2.00) 4520 Street Light Maintenance 8.00 8.00 8.00 0.00 0.00 0.00 0.00 0.00 0.00 84.25 84.25 72.50 (11.75) TOTAL - GENERAL FUND 624.26 621.68 629.14 633.78 636.18 643.43 614.58 (28.85) Subtotal Parks, Recreation & Comm. Services Subtotal Public Works Agency 214 DEPARTMENT / DIVISION SUMMARY FY 2012 FY 2013 FY 2014 FY 2015 FY2016 FY2017 FY 2018 FY17-FY18 Difference 2499 General Assistance Administration 0.00 0.00 0.00 4.00 4.00 4.00 4.25 0.25 4310 Recycling and Environmental Maintenance 2.00 2.00 2.00 0.00 4330 Greenways 2.00 2.00 2.00 0.00 4420 Transportation 0.50 0.50 1.00 0.50 4510 Street Maintenance 1.00 1.00 1.50 0.50 7005 Parking System Management 6.50 6.50 6.50 6.50 6.00 6.00 7.50 1.50 7015 Parking Lots and Meters 8.00 8.00 8.00 8.00 3.00 3.00 3.00 0.00 7037 Maple Avenue Garage 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0.00 Subtotal Parking System Fund 15.50 15.50 15.50 15.50 15.50 15.50 18.00 2.50 4805 Youth Services 10.71 11.24 11.88 11.30 12.10 13.10 10.61 (2.49) 4806 Adult Services 15.39 13.86 14.53 14.20 13.20 13.73 14.42 0.69 4808 Neighborhood Services 0.00 0.00 0.00 4810 Reader's Services 0.00 0.00 0.00 4815 Reference Services and Periodicals 0.00 0.00 0.00 4820 Circulation 14.44 14.44 13.31 15.32 14.88 14.88 15.59 0.71 4825 Neighborhood Services 2.64 2.64 5.49 6.01 5.93 8.62 9.88 1.26 4830 South Branch 0.00 0.00 0.00 4835 Technical Services 5.61 5.61 5.75 6.95 6.95 6.95 6.95 0.00 4840 Library Maintenance 3.00 3.00 5.31 5.34 6.34 6.47 6.47 0.00 4845 Library Administration 4.59 5.59 6.86 7.33 7.47 10.13 7.13 (3.00) Subtotal Library Fund 56.38 56.38 63.13 66.45 66.87 73.88 71.05 (2.83) 5005 Neighborhood Stabilization Program 2 2.00 2.66 1.31 0.50 0.45 0.30 0.15 (0.15) 5150 Emergency Telephone System 5.00 5.00 5.00 5.00 5.00 5.00 5.00 0.00 5187 Housing Rehabilitation 1.75 1.75 1.75 1.75 0.00 5220 Community Develop. Block Grant (CDBG)1.53 1.50 2.60 2.60 2.80 2.50 2.75 0.25 5300 Economic Development Fund 7.00 6.25 6.25 6.25 5.75 0.00 0.00 0.00 5430 Home Fund 0.00 0.00 0.25 0.40 0.50 0.50 0.35 (0.15) 5465 Affordable Housing Fund 0.50 0.70 1.00 0.30 5999 Capital Projects Fund 0.00 0.00 0.00 4.50 6000 Special Assessment Fund 0.50 5800 Downtown II TIF Fund 4105 Public Works Agency Administration 2.50 2.50 1.75 (0.75) 4200 Water Production 2.00 2.00 5.50 3.50 4208 Water Billing 1.50 1.50 1.50 0.00 4210 Pumping 12.00 12.00 12.00 0.00 4220 Filtration 14.00 14.00 14.00 0.00 4400 Capital Planning and Engineering 0.50 0.50 0.00 (0.50) 4440 Water and Sewer Capital 3.00 3.00 2.00 (1.00) 4540 Distribution Maintenance 9.00 9.00 9.00 0.00 7100 Water General Support 5.00 5.00 5.00 5.00 0.00 0.00 7105 Water Pumping 11.00 11.00 11.00 12.00 0.00 0.00 7110 Water Filtration 14.00 14.00 14.00 14.00 0.00 0.00 7115 Water Distribution 10.50 10.50 10.00 12.00 0.00 0.00 7120 Water Meter Maintenance 2.00 2.00 2.50 1.50 0.00 0.00 Subtotal Water Fund 42.50 42.50 42.50 44.50 44.50 44.50 45.75 1.25 4105 Public Works Agency Administration 1.00 1.00 1.50 0.50 4310 Refuse Collection and Disposal 0.33 0.33 0.00 (0.33) 4440 Water and Sewer Capital 1.00 1.00 1.00 0.00 4530 Sewer Maintenance 9.00 9.00 9.75 0.75 7400 Sewer Maintenance 13.00 13.00 13.33 11.33 0.00 0.00 Subtotal Sewer Maintenance Fund 13.00 13.00 13.33 11.33 11.33 11.33 12.25 0.92 OTHER FUNDS 215 DEPARTMENT / DIVISION SUMMARY FY 2012 FY 2013 FY 2014 FY 2015 FY2016 FY2017 FY 2018 FY17-FY18 Difference 4310 Refuse Collection and Disposal 9.66 9.66 10.50 0.84 7600 Solid Waste 10.00 9.00 9.66 9.66 0.00 7685 Refuse Collection and Disposal 0.00 7690 Residential Recycling Program 0.00 Subtotal Solid Waste Fund 10.00 9.00 9.66 9.66 9.66 9.66 10.50 0.84 7705 Fleet Services General Support 2.00 2.00 2.00 2.00 2.00 1.50 1.00 (0.50) 7710 Major Maintenance 10.00 10.00 10.00 10.50 10.50 10.50 8.50 (2.00) Subtotal Fleet Services Fund 12.00 12.00 12.00 12.50 12.50 12.00 9.50 (2.50) 7800 Risk Management 4.00 4.00 5.00 5.00 4.00 4.50 4.50 0.00 7801 Employee Benefits 0.00 0.00 0.00 0.00 1.00 1.00 1.00 0.00 Subtotal Insurance Fund 4.00 4.00 5.00 5.00 5.00 5.50 5.50 0.00 TOTAL - OTHER FUNDS 112.53 111.41 113.15 185.44 186.11 187.12 192.80 5.68 GRAND TOTAL - ALL FUNDS 793.17 789.47 805.67 819.22 822.29 830.55 807.38 (23.17) 216 PART VI CAPITAL IMPROVEMENT PLAN 217 Capital Improvement Plan Overview The Capital Improvement Plan (CIP) is a process by which the City designs a multi-year plan for major capital expenditures. It represents the City’s plan for physical development and is reviewed and updated each year to reflect changing priorities. It provides an ongoing framework for identifying capital requirements, scheduling projects over a period of years, coordinating related projects, and identifying future fiscal impacts. Generally, the CIP includes improvements that are relatively expensive, have a multi-year useful life, and, similar to capital outlay items, result in fixed assets. These include the construction of new buildings, additions to or renovations of existing buildings, construction of streets, sewer improvements, land purchases, and major software or equipment purchases. Due to the nature and total costs of the identified projects, bond proceeds are one of the major sources of revenue. The CIP is a dynamic process, with anticipated projects being changed, added, and deleted from the plan as the five-year timeline evolves. During the past several years, staff has undertaken a variety of comprehensive assessments of many of the City’s capital assets to provide a more complete understanding of the City’s future needs. A sample of these include: the Comprehensive Pavement Study; Parks, Forestry, and Recreation Strategic Plan; the analysis of the Civic Center; the Crown Center Study, the Ten-Year Sewer Improvement Program; Street Lighting; Chicago Avenue Corridor; Downtown Streetscape Audit; the assessments of Fire and Police Stations; the current development of the IT Strategic Plan, as well as development of the City’s Strategic Plan. These studies serve as the foundation for the staff recommendations set forth in the attached Capital Improvement Plan. As the City moves forward, it must continually assess the ongoing infrastructure needs of the community. Formal City Council adoption of the Capital Improvement Program indicates the City’s commitment to the plan, but does not in itself authorize expenditures. The necessary funding mechanisms must be adopted each year to pay for the improvements – year one is the approved Capital Budget for which Council approval authorizes expenditures, with years two and three reflecting the City’s plan for improvements. Summary of FY 2018-2022 Capital Improvement Plan It is important to distinguish between the City’s Capital Improvement Plan (CIP) and Capital Improvement Fund (CIF). The CIP report in this section includes all citywide capital projects, regardless of the fund and/or funding source. This contrasts with the City’s CIF, which includes only those capital projects that are not paid through one of the City’s internal service, special revenue, or enterprise funds. Typically, capital purchases used to benefit the City as a whole are budgeted and paid from the CIF, while capital purchases specific to one area, function, or fund are typically paid from that specific source or fund. An example of the above would be an addition or capital improvement to the City’s water filtration plant. While this project would be included in the City’s CIP report, the expense would be budgeted in the City’s Water Utility Fund. There are a couple of exceptions to this rule. Capital projects funded vi a the City’s Motor Fuel Tax (MFT) Fund may benefit the City as a whole, but for legal purposes such capital projects must be budgeted and paid out of the City’s MFT Fund. Another example would be capital purchases related to the City’s fleet. Since the City maintains a separate internal service Fleet Fund for tracking purposes, CIP projects pertaining to fleet vehicles and equipment purchases are budgeted and paid from the Fleet Fund rather than the CIF. 218 Capital Improvement Fund Policy Section I: Objectives and Priorities The overall goal for Evanston's capital improvement effort is: A comprehensive capital improvement program that is used by decision-makers to guide capital investments, make the best use of limited resources and provide community facilities that function well and contribute to the attractiveness, public health, and safety of the City. To accomplish this goal, a broad set of objectives and policies have been developed to guide preparation and monitoring of the capital improvement program. These broad objectives, priorities, and policies adopted by the City Council guide staff each year as a capital program is developed and presented to the City Council for review and consideration. Objectives  Undertake a comprehensive assessment of all capital needs and develop a strategic plan to meet the City’s capital needs, so that projects and funding are rationally sequenced, coordinated , and kept on the public agenda.  Undertake capital improvements that are needed to maintain existing public facilities, increase operating efficiency, and reduce operating costs.  Undertake capital investments that encourage and support economic development or directly produce income.  Undertake capital improvements that are of the highest quality that the City can afford which enhance Evanston's physical appearance, public image, quality of life, and promote public health and safety.  Limit the extent to which local property taxes are required to finance capital improvements.  Plan all capital projects to meet ADA requirements. Priorities  Project major capital improvement replacement needs to cover a 5- to 10- year period so that a long- range capital maintenance plan can be developed.  Set priorities for capital improvements and match projects with appropriate funding sources.  Monitor implementation of the Capital Improvement Plan through periodic capital improvement staff meetings and reports to the Administration and Public Works Committee.  Undertake an annual review of capital improvement funding sources and an assessment of capital improvement projects proposed for the following years. 219 Capital Improvement Fund Policy  Commit funds annually for improvements so that incremental progress can be made toward long- range goals.  Coordinate planned capital improvement projects where opportunities exist to do so.  Leverage local capital improvement funds to the extent possible.  Give priority to projects that further the objectives of the Comprehensive General Plan. More specific policies have also been written to guide the scheduling and prioritization of projects within each of the major project classifications. Economic Development  Make capital investments needed to realize the full potential of the Downtown Redevelopment.  Implement the goals of the Evanston Local Employment Program and work to increase the participation of Evanston businesses in capital improvement projects.  Coordinate improvements made in retail and commercial areas.  Develop and implement programs to upgrade and maintain streetscapes in each neighborhood business district within the City.  Develop and implement plans for capital needs of neighborhood economic development. Environment  Maintain water system improvements needed to ensure a safe and adequate water supply.  Develop and implement programs to eliminate environmental hazards where they exist in City facilities and on public grounds.  Participate in development of area-wide solutions to the problem of solid waste disposal and promote local recycling and waste reduction efforts to minimize solid waste disposal requirements and conserve resources.  Forward the objectives of the Livability Plan, especially on items related to climate change mitigation and adaptation Parks and Recreation  Rehabilitate parks through periodic replacement of pavement, athletic fields and courts, equipment, site furnishings, infrastructure, and landscaping.  Undertake improvements to enhance and protect the lakefront park system.  Maintain Evanston's community recreational facilities to the high standard expected. 220 Capital Improvement Fund Policy  Bring play equipment into compliance with CPSC / ASTM safety guidelines and ADA requirements. Public Buildings  Consider life cycle costs (long-term costs of maintenance, operation, utilities and financing) in making decisions concerning construction, purchasing, disposal, or rehabilitation of public facilities.  Continue to undertake preventive maintenance, energy conservation, and rehabilitation programs for public buildings.  Undertake projects needed to improve the security of public buildings and facilities.  Complete the rehabilitation/replacement of the Robert Crown Community Center and the surrounding athletic fields.  Undertake projects and improvement to municipal facilities to meet the standards of the Federal Americans with Disabilities Act (ADA).  Incorporate age-friendly features into all City facilities.  Develop and implement a plan for the municipal offices.  Implement policy advocating art within city building projects, in compliance with Title 7, Chapter 16 of the City Code. Transportation  Improve the condition, efficiency, and safety of Evanston’s circulation system.  Undertake improvements needed to keep municipal parking facilities well maintained, safe and attractive.  Plan and implement expanded public parking inventory.  Continue the City’s programs for maintaining curbs, gutters , and sidewalks.  Evaluate all sidewalks and develop an improvement schedule.  Enhance livability of neighborhoods by implementing various traffic controls.  Improve Evanston’s remaining unpaved streets and alleys.  Implement a Citywide bike plan and encourage inter-modal transportation.  Ensure adequate street lighting to balance crime prevention, safety, and residential atmosphere.  Develop plans and programs to improve the appearance and maintenance of rail embankments, viaducts, and rail stations. 221 Capital Improvement Fund Policy Section II: Fiscal Management Capital Expenditure Policies  Drawn from the long-range capital needs list, a three-year capital improvement program will be developed and updated annually, including anticipated funding sources.  The City will maintain all of its physical assets at a level adequate to protect the City’s capital investment and to minimize future maintenance and replacement costs.  The City will coordinate development of the capital improvement budget with the development of the operating budget. Future operating costs associated with new capital improvements will be projected and included in operating budget forecasts.  If a new project (non-emergency) is identified during the fiscal year, staff shall prepare a report to the City Council describing the project, and if necessary, recommend a decrease in another approved project so as not to alter the overall funding for the capital budget. Capital Financing Policies  Long-term borrowing will not be used to finance current operations or normal maintenance.  Capital projects financed through the issuance of bonds will be financed for a period not to exceed the expected useful life of the project.  The City will establish an appropriate mix of bonded debt and pay-as-you-go financing in the funding of capital projects. The City will strive to find more streams of revenue to support pay-as-you-go financing of its future capital improvements.  Dedicated revenue stream options include, but are not limited to, excess funds, additional taxes (i.e. motor fuel tax for street improvements) and use of tax increment financing revenues as they become available.  Outstanding tax-supported debt shall not exceed $113 million. The City may need to change this policy during 2018 pending Crown Center financing needs. Capital Project Planning and Cost Containment  City staff will meet quarterly to review the progress on all outstanding projects. Semi-annual reports will be presented to the Administration & Public Works Committee.  Identification of funding opportunities should be included within the project development phase.  Recognize that most projects will take at least two years to plan and implement.  Where appropriate, separate project planning and execution costs, acknowledging that approving a study does not guarantee the implementation of the project.  For any enterprise fund or storm water management fund that is supporting debt, an annual rate 222 Capital Improvement Fund Policy study will be performed to ensure that the fees or rates are sufficient to meet the debt service requirements.  A five-year projection of revenues and expenditures for the general, special revenue, and enterprise funds should be prepared to provide strategic perspective to each annual budget process. Emergency Fund Reserves  An emergency account within the capital improvement fund shall be established to fund emergency capital needs.  The emergency account shall be initially funded through a one-time revenue source and replenished with a percentage of project surpluses at the end of the fiscal year. Grants  City staff should seek grants for projects which are in the current fiscal year, the five-year plan, or fund a recognized City need.  For projects not currently funded or in the five year plan, the Council must approve the reduction or elimination of a previously planned project.  If a grant is received, the original funds can be used in any of the following ways: o Reallocated to a new project within the five-year plan within the same area o Reallocated to a priority list of projects approved by the City Council during consideration of the capital plan o Used to expand the scope of the existing project for which the grant is received o Placed in the contingency fund for future matches or cost overruns o Placed in an emergency fund for unanticipated projects Community Development Block Grant (CDBG) Funds  A comprehensive program for all capital projects in the CDBG target area will be presented to the CDBG Committee. 223 City of Evanston 2018 Capital Improvement Program Project Title Carryover FY 2017 GO Bond FY 2018 GO Bond Water Fund Sewer Fund IEPA Loan MFT Fund Federal Funds Other Funds TIF Funding Parking Fund Total Funding Notes STREET RESURFACING, WATER MAIN AND SEWER Major Projects Sheridan Road/Chicago Avenue Const Engr Ph III 280,000$ 200,000$ 480,000$ Sheridan Road/Chicago Avenue, Grove to Isabella $ 4,820,000 1,600,000$ 2,150,000$ 235,000$ 8,805,000$ Main Street, Maple to Hinman Design Engr Ph I/II 380,000$ 120,000$ 500,000$ Main Street Commons/Corridor - Engr Svcs $ 30,000 4,000$ 100,000$ 134,000$ Main Street Commons/Corridor - Construction 900,000$ 300,000$ 1,200,000$ Howard Street Corridor, Dodge to Custer - Original Scope 10,000$ 103,000$ 240,000$ 353,000$ $240k STP Funding Howard Street Corridor, Dodge to Custer - Extended Scope 105,000$ 105,000$ Street Resurfacing -$ SR - MFT - Colfax, Ridge to Sherman 180,000$ 180,000$ SR - MFT - Chicago, Howard to Hamilton (patching only) 160,000$ 160,000$ SR - MFT - Hinman, Keeney to Kedzie 220,000$ 220,000$ SR - MFT - Lake, Sherman to Chicago 130,000$ 130,000$ SR - MFT - Lake, Chicago to Hinman 100,000$ 100,000$ SR - MFT - Monroe, Asbury to Ridge 190,000$ 190,000$ SR - MFT - Thayer, McDaniel to Walnut 130,000$ 130,000$ SR - MFT - South, Custer to Callan 90,000$ 90,000$ SR - CDBG - Crain, McDaniel to East End 290,000$ 290,000$ CDBG application Water Main -$ WM - 30" Downtown Feeder Main Rehab - Engr Svcs 190,000$ 190,000$ IEPA Water SRF Loan WM - 30" Downtown Feeder Main Rehab - Const 6,000,000$ 6,000,000$ IEPA Water SRF Loan WM - Colfax, Bryant to Ridge 170,000$ 380,000$ 550,000$ WM - Colfax Place, Crawford to East End 140,000$ 140,000$ WM - Dewey, Lake to Church 210,000$ 640,000$ 850,000$ WM - Dodge, Howard to Mulford 610,000$ 610,000$ WM - Madison Place, Hartrey to West End 550,000$ 550,000$ WM - Lining Small Dia Mains on Private Easement 1,300,000$ 1,300,000$ IEPA Water SRF Loan WM - Inspection of Large Diameter Mains 650,000$ 650,000$ Drinking Fountain Replacement 150,000$ 150,000$ Emerson St Water Meter Vault - Engr Svcs 131,000$ 131,000$ Emerson St Water Meter Vault - Construction 1,250,000$ 1,250,000$ Lincolnwood Connection and Meter Vault - Engr Svcs 150,000$ 150,000$ 224 City of Evanston 2018 Capital Improvement Program Project Title Carryover FY 2017 GO Bond FY 2018 GO Bond Water Fund Sewer Fund IEPA Loan MFT Fund Federal Funds Other Funds TIF Funding Parking Fund Total Funding Notes Sewer Rehabilitation -$ Sewer - CIPP Rehabilitation 675,000$ 675,000$ Sewer - Emergency Sewer Repairs 75,000$ 75,000$ Sewer - Repairs on Street Improvements 150,000$ 150,000$ Sewer - Sewer Extension for Alley Improvements 60,000$ 60,000$ Sewer - Drainage Structure Lining 160,000$ 160,000$ Sewer - Stormwater Mgmt Improvements 100,000$ 100,000$ Sewer - Stormwater Master Plan Improvements 100,000$ 100,000$ Sewer - Hinman Relief Sewer Ext Ph 2 300,000$ 300,000$ Sewer - Large Dia Rehab - Mulford Ph 2 $ 365,330 365,330$ Sewer - Large Dia Rehab - Greenleaf 1,700,000$ 1,700,000$ IEPA Sewer SRF Loan TOTAL STREETS, SEWER, WATER MAIN PROJECTS 4,850,000$ 14,000$ 3,848,000$ 7,121,000$ 1,855,000$ 9,555,330$ 1,500,000$ 530,000$ -$ -$ -$ 29,273,330$ OTHER TRANSPORTATION Major Projects Bridge Inspection 30,000$ 30,000$ Dodge Ave Bus Stop Pilot 50,000$ 50,000$ Central Street Bridge - Engr Svcs Ph II Design 20,000$ 100,000$ 400,000$ 520,000$ $400k STP-BR reimbursement Comprehensive Signs 75,000$ 75,000$ Parking Fund Pavement Condition Survey 250,000$ 250,000$ Survey Benchmark Update 50,000$ 50,000$ Traffic Signals - Emerson @ Maple/Elgin/Benson/Dodge - Engr Svcs Ph II Design $ 35,000 64,000$ 99,000$ Remaining PUD fees of $64k, Ord.45-O-07 Annual Projects -$ CTA/UP Viaduct Beautificatin Pilot Project 25,000$ 25,000$ Good Neighbor Fund General Phase I Engineering 50,000$ 30,000$ 80,000$ Street Impr Program (Lighting, Pavement Marking)175,000$ 175,000$ Street Patching Program 600,000$ 600,000$ Street Rejunvenation Pilot 50,000$ 50,000$ Traffic Calming, Bicycle and Ped Improvements 300,000$ 300,000$ Viaduct Painting 600,000$ 600,000$ Alley Improvements -$ North of Payne, East of McDaniel 250,000$ 250,000$ 500,000$ $250,000 from SA fund. CDBG - North of Emerson, West of Jackson 210,000$ 210,000$ CDBG Application North of Grove, East of Dodge 140,000$ 140,000$ Waste Transfer Station Settlement North of Davis, East of Dodge 200,000$ 200,000$ Waste Transfer Station Settlement North of Church, East of Darrow 120,000$ 120,000$ Waste Transfer Station Settlement Parking Lot Projects -$ PL - James Park North Lot 800,000$ 800,000$ TOTAL TRANSPORTATION PROJECTS 55,000$ -$ 2,965,000$ 30,000$ -$ -$ -$ 610,000$ 339,000$ -$ 875,000$ 4,874,000$ 225 City of Evanston 2018 Capital Improvement Program Project Title Carryover FY 2017 GO Bond FY 2018 GO Bond Water Fund Sewer Fund IEPA Loan MFT Fund Federal Funds Other Funds TIF Funding Parking Fund Total Funding Notes PARKS Beck Park Expansion/Shore School 400,000$ 400,000$ Church Street Harbor - South Pier - Engr Svcs 25,000$ 25,000$ Church Street Harbor - South Pier - Construction 600,000$ 600,000$ Fountain Square Renovations - Engr Svcs 70,000$ 9,000$ 79,000$ Fountain Square Renovations - Construction 236,307$ 3,500,000$ 3,736,307$ Washington National TIF Garden Park - Engr Svcs 75,000$ 75,000$ Harbert Park - Basketball Court Reconstruction 100,000$ 100,000$ Lovelace Park - Pond Rehabilitation 100,000$ 100,000$ 2016 GOB James Park - Field Lighting 400,000$ 400,000$ Parks Contingency 75,000$ 75,000$ TOTAL PARKS PROJECTS 170,000$ 245,307$ 1,550,000$ -$ -$ -$ -$ -$ 100,000$ 3,500,000$ -$ 5,590,307$ FACILITIES Animal Shelter Programming Study 50,000$ 50,000$ Electrical Improvements per Arc Flash Requirements 150,000$ 150,000$ Chandler - HVAC Improvements - Constr 27,000$ 27,000$ $47,943 2017 GOB Chander - Electrical/HVAC - Engr Svcs $ 35,000 35,000$ Chandler - Electrical Upgrades 65,000$ 334,000$ 301,978$ 700,978$ $33,022 2014 GOB, $301,978 2014 GOB Civic Center - Boiler Replacement - Engr Svcs 100,000$ 100,000$ Civic Center - Elevator Upgrades 310,000$ 310,000$ Crown Center - Arch/Engr Svcs $ 520,000 1,113,000$ 1,633,000$ Crown Center - Construction 5,367,000$ 2,633,000$ 8,000,000$ Fundraising Revenues Ecology Center - Crawl Space Impr - Engr Svcs 50,000$ 50,000$ Energy Efficiency Improvements $ 100,000 50,000$ 150,000$ Facilities Contingency 450,000$ 450,000$ Fire Station 2 - Bunkroom Upgrades 30,000$ 30,000$ Fire Station 2 - Roof Replacement 220,000$ 220,000$ Fleetwood - HVAC and Electrical - Engr Svcs $ 35,000 35,000$ Fleetwood - HVAC and Electrical - Const 900,000$ 700,000$ 362,000$ 1,962,000$ $362k from 2016 GOB (incl. gym floor budget) Fleetwood - Interior Improvements 325,000$ 325,000$ Howard Street Theater 1,730,000$ 1,730,000$ $1.482M Howard-Ridge TIF +$205k Theo Ubique Mason Park - Roofing / Exterior Impr 110,000$ 110,000$ CDBG Application Noyes - Hallway and Basement Common Area Impr 200,000$ 200,000$ Noyes Tenant Fund Service Center - Parking Deck Membrane and Joint Repairs - Const 500,000$ 500,000$ Service Center - Parking Deck Membrane and Joint Repairs - Engr Svcs $ 27,000 27,000$ Service Center - Tuckpointing/Windows Bldg B/C 450,000$ 450,000$ Sherman Avenue Garage - Lighting Upgrade 700,000$ 700,000$ Sherman Avenue Garage - Paint Rehab 500,000$ 500,000$ TOTAL FACILITIES PROJECTS 717,000$ 1,122,000$ 9,744,000$ -$ -$ -$ -$ 110,000$ 3,821,978$ 1,730,000$ 1,200,000$ 18,244,978$ 226 City of Evanston 2018 Capital Improvement Program Project Title Carryover FY 2017 GO Bond FY 2018 GO Bond Water Fund Sewer Fund IEPA Loan MFT Fund Federal Funds Other Funds TIF Funding Parking Fund Total Funding Notes MISCELLANEOUS Cameras - Parking Garages 375,000$ 375,000$ Cameras - Police 525,000$ 525,000$ $325k 2015GOB, $200k 2016GOB Cybersecurity Alignment Study 50,000$ 50,000$ Network Switch Reliability 115,000$ 115,000$ Engineering transfer to General Fund 500,000$ 500,000$ Public Art - Neighborhood Public Art 88,898$ 61,000$ 75,000$ 224,898$ Public Art - Cultural Art Master Plan 50,000$ 50,000$ Environmental Monitoring Study 25,000$ 25,000$ Waste Transfer Station Settlement Environmental Monitoring Equipment 167,500$ 167,500$ Waste Transfer Station Settlement TOTAL MISCELLANEOUS PROJECTS 613,898$ 276,000$ 575,000$ -$ -$ -$ -$ -$ 192,500$ -$ 375,000$ 2,032,398$ WATER TREATMENT, STORAGE AND BILLING South Standpipe - Motor Control Center - Const 325,000$ 325,000$ South Standpipe - Motor Control Center - Engr Svcs 35,000$ 35,000$ WTP - 36/42 Intake Replacement - Engr Svcs 600,000$ 600,000$ IEPA Water SRF Loan WTP - Exterior Door Improvements 130,000$ 130,000$ WTP - Fire Sprinkler Syst Upgrade 1 - Engr Svcs 50,000$ 50,000$ WTP - Laboratory Expansion - Engr Svcs 150,000$ 150,000$ WTP - Retail Water Meter Replacement Program 800,000$ 800,000$ WTP - Settling Basins 1 and 2 Rehab - Engr Svcs 50,000$ 50,000$ WTP - Treated Water Storage Replacement - Construction 12,200,000$ 12,200,000$ IEPA Water SRF Loan WTP - Treated Water Storage Replacement - Engineering 300,000$ 300,000$ IEPA Water SRF Loan TOTAL WATER TREATMENT PROJECTS -$ -$ -$ 1,540,000$ -$ 13,100,000$ -$ -$ -$ -$ -$ 14,640,000$ SUMMARY Carryover FY 2017 GO Bond FY 2018 GO Bond Water Fund Sewer Fund IEPA Loan MFT Fund Federal Funds Other Funds/ Reserves TIF Funding Parking Fund TOTAL Street Resurfacing, Water Main, Sewer Projects 4,850,000$ 14,000$ 3,848,000$ 7,121,000$ 1,855,000$ 9,555,330$ 1,500,000$ 530,000$ -$ -$ -$ 29,273,330$ Other Transportation 55,000$ -$ 2,965,000$ 30,000$ -$ -$ -$ 610,000$ 339,000$ -$ 875,000$ 4,874,000$ Parks 170,000$ 245,307$ 1,550,000$ -$ -$ -$ -$ -$ 100,000$ 3,500,000$ -$ 5,565,307$ Facilities 717,000$ 1,122,000$ 9,744,000$ -$ -$ -$ -$ 110,000$ 3,821,978$ 1,730,000$ 1,200,000$ 18,444,978$ Miscellaneous 613,898$ 276,000$ 575,000$ -$ -$ -$ -$ -$ 192,500$ -$ 375,000$ 2,032,398$ Water Treatment, Storage and Billing -$ -$ -$ 1,540,000$ -$ 13,100,000$ -$ -$ -$ -$ -$ 14,640,000$ TOTAL 2017 CITY PROJECTS 6,405,898$ 1,657,307$ 18,682,000$ 8,691,000$ 1,855,000$ 22,655,330$ 1,500,000$ 1,250,000$ 4,453,478$ 5,230,000$ 2,450,000$ 74,830,013$ LIBRARY Main Library - Renovation 8,000,000 8,000,000$ Library GOB Debt Main Library - Phase IV Weatherproofing (Final Phase)380,000 380,000$ Library GOB Debt Main Library - Concrete walkways and steps 50,000 50,000$ Library GOB Debt Main Library - Entryways 225,000 225,000$ Library GOB Debt Main Library - Storefront glazing (east/south entryways)100,000 100,000$ Library GOB Debt Main Library - Dock garage doors, openers and controls 30,000 30,000$ Library GOB Debt Main Library - Artwork cleaning 10,000 10,000$ Library GOB Debt Main Library - Clock replacement (mechanical)25,000 25,000$ Library GOB Debt Robert Crown Community Center Library 1,250,000 1,250,000$ Library GOB Debt Refresh of Library Building Reserve Study (2014) 25,000 25,000$ TOTAL LIBRARY PROJECTS -$ -$ 10,095,000$ -$ -$ -$ -$ -$ -$ -$ -$ 10,095,000$ TOTAL 2018 CIP 6,405,898$ 1,657,307$ 28,777,000$ 8,691,000$ 1,855,000$ 22,655,330$ 1,500,000$ 1,250,000$ 4,453,478$ 5,230,000$ 2,450,000$ 84,925,013$ 227 City of Evanston Projected FY 2019 - FY 2022 Capital Improvement Program FY 2019 Projected FY 2020 Projected FY 2021 Projected FY 2022 Projected 4-YEAR TOTAL NOTES (list funding sources if not GOB) STREET RESURFACING, WATER MAIN AND SEWER Major Projects Main Street, Maple to Hinman Construction/Const Engr 5,000,000$ 5,000,000$ $1.5M GOB, $3.5M Chicago Main TIF Main Street Commons Intersection - Phase I Construction 900,000$ 900,000$ Incl. $200k from Sewer Howard Street Corridor, Dodge to Custer - Original 3,450,000$ 3,450,000$ $2.45M STP;$0.95M 2019 GOB Howard Street Corridor, Dodge to Custer - Extended 1,625,000$ 1,625,000$ 2019 GOB Chicago Ave Corridor Impr, Howard to Main 100,000$ 150,000$ 2,000,000$ 2,250,000$ Chicago Ave Corridor Impr, Main to Hamilton 25,000$ 50,000$ 75,000$ Chicago Ave Corridor Impr, Hamilton to Dempster 900,000$ 900,000$ Street Resurfacing SR - CIP Funded - Future Years 500,000$ 1,300,000$ 1,000,000$ 1,000,000$ 3,800,000$ CDBG SR - MFT Funded - Future Years 1,100,000$ 1,100,000$ 1,100,000$ 1,100,000$ 4,400,000$ MFT SR - CDBG Funded - Future Years 350,000$ 350,000$ 350,000$ 350,000$ 1,400,000$ CDBG Water Main WM - 30" Downtown Feeder Main Rehabilitation 1,020,000$ 1,020,000$ IEPA SRF Loan WM - Water Funded - Future Years 3,814,000$ 3,928,000$ 4,046,000$ 4,167,000$ 15,955,000$ Water Fund WM - Lining Small Dia Mains on Private Easements - B 1,200,000$ 1,200,000$ Water Fund WM - Lining of Large Dia Mains 1,700,000$ 1,700,000$ Water Fund Drinking Fountain Replacement 240,000$ 240,000$ 480,000$ Water Fund Lincolnwood Connection and Meter Vault - Engr Svcs 240,000$ 240,000$ 480,000$ Water Fund Sewer Sewer - CIPP Rehabilitation 700,000$ 725,000$ 750,000$ 775,000$ 2,950,000$ Sewer Fund Sewer - Emergency Sewer Repairs 75,000$ 75,000$ 75,000$ 75,000$ 300,000$ Sewer Fund Sewer - Repairs on Street Improvements 155,000$ 160,000$ 165,000$ 170,000$ 650,000$ Sewer Fund Sewer - Sewer Extension for Alley Improvements 150,000$ 150,000$ 150,000$ 150,000$ 600,000$ Sewer Fund Sewer - Drainage Structure Lining 165,000$ 170,000$ 180,000$ 190,000$ 705,000$ Sewer Fund Sewer - Stormwater Mgmt Improvements 100,000$ 100,000$ 100,000$ 200,000$ 500,000$ Sewer Fund Sewer - Stormwater Master Plan Improvements 100,000$ 100,000$ 100,000$ 200,000$ 500,000$ Sewer Fund Sewer - Large Dia Rehab - Phase 2A 1,300,000$ 1,300,000$ 2,600,000$ IEPA SRF Loan Sewer - Large Dia Rehab - Phase 2B 2,000,000$ 2,000,000$ 4,000,000$ IEPA SRF Loan Sewer - Large Dia Rehab - Dodge Avenue 195,000$ 195,000$ Dodge-Dempster TIF Sewer - Custer Ave Relief Sewer Ext 280,000$ 280,000$ Chicago-Main TIF Sewer - Small Dia Rehab - Chicago Main TIF 225,000$ 225,000$ Chicago-Main TIF TOTAL STREETS, SEWER, WATER MAIN PROJECTS 17,909,000$ 15,318,000$ 11,586,000$ 13,327,000$ 58,140,000$ OTHER TRANSPORTATION Major Projects Central Street Bridge Engr, Phase III 600,000$ 600,000$ Central Street Bridge Construction 5,500,000$ 5,500,000$ ETHS/Church St Bike Path, Grey to McCormick 250,000$ 2,000,000$ 2,250,000$ Bridge Inspection 50,000$ 50,000$ Lincoln Street Bridge 700,000$ 6,000,000$ 6,700,000$ Traffic Signal - Emerson@ Maple/Elgin/Benson/Dodge 1,250,000$ 1,250,000$ Traffic Signal - Sherman@ Grove 300,000$ 300,000$ Traffic Signa Replacement - Future 100,000$ 700,000$ 1,000,000$ 1,000,000$ 2,800,000$ Annual Projects General Phase I Engineering 80,000$ 80,000$ 80,000$ 80,000$ 320,000$ Traffic Calming, Bicycle & Ped Improvements 310,000$ 320,000$ 330,000$ 340,000$ 1,300,000$ Street Improvement Program (Lighting, Pavement Marking) 210,000$ 220,000$ 230,000$ 240,000$ 900,000$ Sidewalk Gap Reductions 200,000$ 200,000$ 200,000$ 600,000$ Street Rejuvenation Pilot 300,000$ 160,000$ 165,000$ 170,000$ 795,000$ Street Patching Program 610,000$ 620,000$ 630,000$ 640,000$ 2,500,000$ Alley Improvements Alley Paving 650,000$ 775,000$ 900,000$ 900,000$ 3,225,000$ 50% Funded by SSA Alley Paving - CDBG Funded - Future Years 450,000$ 450,000$ 450,000$ 450,000$ 1,800,000$ CDBG Funded North of Lyons, East of Darrow 190,000$ 190,000$ Waste Transfer Station Fund Parking Lot Projects PL - Parking Lot No. 51 (Noyes Center/Tallmadge Park) 350,000$ 350,000$ Parking Fund PL - Parking Lot No. 54 (Poplar & Central) 450,000$ 450,000$ Parking Fund PL - Surface Parking Lot Rehabilitation - Future Years 560,000$ 570,000$ 580,000$ 590,000$ 2,300,000$ Parking Fund -$ TOTAL TRANSPORTATION PROJECTS 11,610,000$ 5,095,000$ 10,865,000$ 6,610,000$ 34,180,000$ 228 City of Evanston Projected FY 2019 - FY 2022 Capital Improvement Program FY 2019 Projected FY 2020 Projected FY 2021 Projected FY 2022 Projected 4-YEAR TOTAL NOTES (list funding sources if not GOB) PARKS Community Parks Beck Park Expansion/Shore School Site 1,900,000$ 1,900,000$ Church Street Harbor - Phase 3 Renovations 700,000$ 700,000$ Clark Street Beach - Boardwalk 700,000$ 700,000$ Clark Street Beach - Great Lawn 2,000,000$ 2,000,000$ Foster Field Athletic Field Improvements 700,000$ 700,000$ James Park - Artificial Turf Field 150,000$ 2,550,000$ 2,700,000$ James Park - Entry Renovations 300,000$ 300,000$ James Park - Pathway Lighting 790,000$ 790,000$ James Park - Pathway Reconstruction 910,000$ 910,000$ James Park - Phase 3 Field Improvements 1,500,000$ 1,500,000$ James Park - Play Equipment Replacement 250,000$ 250,000$ Lakefront - Pedestrian Path Reconstruction 640,000$ 640,000$ Lakefront - Portable Stage 130,000$ 130,000$ Lakefront - Water Park Play Feature 300,000$ 300,000$ Lovelace Park - Path Repairs 100,000$ 100,000$ Lovelace/Mason/James - Tennis Court Resurfacing 120,000$ 120,000$ 120,000$ 360,000$ Strategic Plan - Parks and Community Centers 100,000$ 100,000$ Twiggs Park - Renovation (soccer/parking)400,000$ 400,000$ 400,000$ 1,200,000$ Twiggs Park - Shelter Restoration 60,000$ 60,000$ Parks Contingency 100,000$ 100,000$ 100,000$ 100,000$ 400,000$ Neighborhood Parks Chandler Park Playground 500,000$ 500,000$ Should coordinate cost share with hospital Garden Park Renovations 500,000$ 500,000$ Grey Park Renovations 875,000$ 875,000$ McCullough Park Renovations 825,000$ 825,000$ Cartwright Park Renovations 760,000$ 760,000$ Independence Park Renovations 775,000$ 775,000$ Fitzsimons Park Renovations 450,000$ 450,000$ Larimer Park Renovations 680,000$ 680,000$ Philbrick Park Renovation 500,000$ 500,000$ Southwest Park Renovations 400,000$ 400,000$ Tallmage Park - Renovations 500,000$ 500,000$ Pocket Parks Hobart Park - Renovations 400,000$ 400,000$ St. Paul's Park - Renovations 500,000$ 500,000$ TOTAL PARKS 7,365,000$ 5,760,000$ 5,095,000$ 5,185,000$ 23,405,000$ FACILITIES Animal Shelter Renovations 2,000,000$ 2,000,000$ Arc Flash Study at City Bldgs 150,000$ 150,000$ Beach House - Exterior Envelope - carpentry, tuckpointing, roofing (south blvd, lighthouse landing)150,000$ 150,000$ Chandler - ADA Accessibility (replace 4 doors + hardware)40,000$ 40,000$ Chandler - Gym Floor Refinishing + Hallway 150,000$ 150,000$ Chandler - HVAC Improvements - Construction 580,000$ 580,000$ Chandler - Racquetball Court Conversion 500,000$ 500,000$ Chandler - Replace Fire Panel 30,000$ 30,000$ Chandler - Replace Security Alarm Panel 30,000$ 30,000$ Chandler - Roofing Repairs 240,000$ 240,000$ Civic Center - ACM Flooring 75,000$ 75,000$ 150,000$ Civic Center - ADA Improvements (door hardware)100,000$ 100,000$ Civic Center - Boiler Replacement 900,000$ 900,000$ Civic Center - Electrical Panels / Distribution Upgrades 500,000$ 500,000$ Civic Center - Fire Protection Upgrades 1,500,000$ 1,500,000$ Civic Center - HVAC Improvements 1,500,000$ 1,500,000$ Civic Center - Restroom Improvements 800,000$ 800,000$ 1,600,000$ Civic Center - Window Repairs/Replacement 250,000$ 250,000$ 500,000$ 229 City of Evanston Projected FY 2019 - FY 2022 Capital Improvement Program FY 2019 Projected FY 2020 Projected FY 2021 Projected FY 2022 Projected 4-YEAR TOTAL NOTES (list funding sources if not GOB) Crown Center - Construction Management 2,000,000$ 250,000$ 2,250,000$ Crown Center - Building Construction 14,000,000$ 6,000,000$ 20,000,000$ Crown Center - Site Construction 4,000,000$ 3,000,000$ 7,000,000$ Ecology Center - Crawl Space Improvements 420,000$ 420,000$ Ecology Center - Lighting Upgrades 30,000$ 30,000$ Ecology Center - Parking Lot Lighting 75,000$ 75,000$ Ecology Center - Parking Lot Resurfacing 100,000$ 100,000$ Ecology Center - Restroom Renovations 150,000$ 150,000$ Ecology Center - Security System Improvements 20,000$ 20,000$ Ecology Center - Wood Floor Replacement 60,000$ 60,000$ Energy Efficiency Improvements 50,000$ 75,000$ 75,000$ 75,000$ 275,000$ Facilities Contingency 500,000$ 500,000$ 500,000$ 500,000$ 2,000,000$ Fire Station 2 - Emergency Generator Replacement 500,000$ 500,000$ Fire Station 2 - Lighting Upgrade 50,000$ 50,000$ Fire Station 2 - Restroom Upgrades 500,000$ 500,000$ Fire Station 2 - Second Floor Rehabilitation 1,000,000$ 1,000,000$ Fire Station 3 - Flooring Upgrade 20,000$ 20,000$ Fire Station 3 - HVAC Improvements 75,000$ 75,000$ 150,000$ Fire Station 4 - Roof Replacement 80,000$ 80,000$ Fleetwood - Auditorium Renovation (incl ADA access)100,000$ 100,000$ Fleetwood - Entrance Lobby 100,000$ 100,000$ Fleetwood - Miscellaneous Improvements 100,000$ 100,000$ Fleetwood - Office Renovation 100,000$ 100,000$ Fleetwood - Stage 100,000$ 100,000$ Fleetwood - Upstairs Office Renovation 100,000$ 100,000$ Gibbs Morrison - Roofing Replacement 150,000$ 150,000$ James Park Field House - Restroom Renovations 115,000$ 115,000$ Levy Center - Draperies 100,000$ 100,000$ Levy Center - Entryway Air Barrier 30,000$ 30,000$ Levy Center - Exterior Bollard Light Replacement 30,000$ 30,000$ Levy Center - Exterior Louver Replacements 150,000$ 150,000$ Levy Center - Flooring Upgrade - Tiles, Carpet, Fitness Room 40,000$ 40,000$ Levy Center - HVAC 300,000$ 300,000$ Levy Center - Kitchen 250,000$ 250,000$ Levy Center - Lighting Upgrade 50,000$ 50,000$ Levy Center - Office Renovations 200,000$ 200,000$ Levy Center - Retractable Wall Replacement 20,000$ 20,000$ Levy Center - Sewer Service Replacement 100,000$ 100,000$ Levy Center - Upgrade BAS 30,000$ 30,000$ Levy Center Courtyard - Rubberized Surfacing 50,000$ 50,000$ Lovelace Park - Roofing Replacement 75,000$ 75,000$ Maple Street Garage - Through Wall Flashing Repairs 150,000$ 150,000$ Parking Fund Noyes - Basement 200,000$ 200,000$ Noyes - Hallway Floor Refinishing and Repair 110,000$ 110,000$ Noyes - HVAC and Unit Heaters 100,000$ 1,200,000$ 1,300,000$ Noyes - Paint & Plaster Repair 160,000$ 160,000$ Noyes - Parking Lot Rehabilitation 300,000$ 300,000$ Parking Fund Noyes - Security System (alarm and cameras)30,000$ 30,000$ Park Fieldhouses - Exterior Envelope - carpentry, tuckpointing, roofing (bent, baker, leahy, lovelace)150,000$ 150,000$ Park Fieldhouses - HVAC 50,000$ 50,000$ Park Fieldhouses Restrooms (ackerman, baker, bent, lagoon, leahy, lovelace)600,000$ 600,000$ 135K - lighthouse landing Parking Garages - Concrete Repairs 300,000$ 300,000$ Parking Fund Parking Garages - Joint Repairs 600,000$ 600,000$ Parking Fund Parking Garages - Silane Sealer / Striping 1,400,000$ 1,400,000$ Parking Fund Parking Garages - Steel Repairs 300,000$ 300,000$ Parking Fund Parking Garages - Traffic Coating / Striping 1,400,000$ 1,400,000$ Parking Fund Police Fire HQ - Chillers 500,000$ 500,000$ Police Fire HQ - Elmwood Lot Lighting Impr and Resurfacing 400,000$ 400,000$ Police Fire HQ - Emergency Generator Replacement 500,000$ 500,000$ 230 City of Evanston Projected FY 2019 - FY 2022 Capital Improvement Program FY 2019 Projected FY 2020 Projected FY 2021 Projected FY 2022 Projected 4-YEAR TOTAL NOTES (list funding sources if not GOB) Police Fire HQ - Exterior Lighting Improvements 100,000$ 100,000$ Police Fire HQ - Exterior Signage 50,000$ 50,000$ Police Fire HQ - Fire Prevention System Repairs 100,000$ 100,000$ Police Fire HQ - Flooring Upgrade 20,000$ 20,000$ Police Fire HQ - Foundation Repair 50,000$ 50,000$ Police Fire HQ - Furniture Upgrade 30,000$ 30,000$ Police Fire HQ - Interior Entry 100,000$ 100,000$ Police Fire HQ - Lake Street Parking Lot Security & Resurf 200,000$ 200,000$ Police Fire HQ - Roof Repair 25,000$ 25,000$ Police Fire HQ - RTU1 250,000$ 250,000$ Police Fire HQ - Security Door Improvement 60,000$ 60,000$ Police Fire HQ - Underground Pits and Waste Line Replacemen 100,000$ 100,000$ Roofing Repairs - Miscellaneous Facilities 75,000$ 75,000$ Service Center - ADA Improvements 400,000$ 400,000$ Service Center - BAS Replacement 100,000$ 100,000$ Service Center - Energy Efficiency Lighting Improvements 200,000$ 200,000$ Service Center - HVAC Replacement (Bldgs A and D)125,000$ 600,000$ 725,000$ Service Center - Overhead Door Replacements 1,125,000$ 1,125,000$ Service Center - Restroom Renovations 200,000$ 200,000$ Sherman Avenue Garage - Paint Rehabilitation 300,000$ 800,000$ 1,100,000$ Parking Fund TOTAL FACILITIES PROJECTS 33,235,000$ 17,030,000$ 6,240,000$ 4,545,000$ 61,050,000$ MISCELLANEOUS Engineering Transfer to General Fund 500,000 500,000$ 500,000$ 500,000$ 2,000,000$ IT Infrastructure - Future Years 150,000 150,000$ 150,000$ 150,000$ 600,000$ TOTAL MISCELLANEOUS PROJECTS 650,000$ 650,000$ 650,000$ 650,000$ 2,600,000$ WATER TREATMENT, STORAGE AND BILLING Dist Sys - Retail Water Meter Replacement Program 1,200,000$ 1,200,000$ Water Fund WTP - 36/42 Intake Replacement - Const 15,000,000$ 10,000,000$ 25,000,000$ IEPA SRF Loan WTP - 36/42 Intake Replacement - Engr Svcs 600,000$ 200,000$ 200,000$ 1,000,000$ Water Fund WTP - Filter Freight Elevator and Controls Rehab 500,000$ 500,000$ Water Fund WTP - Filtration Reliability Improvement - Construction 2,750,000$ 2,750,000$ IEPA SRF Loan WTP - Filtration Reliability Improvement - Engr Svcs 250,000$ 200,000$ 450,000$ IEPA SRF Loan WTP - Fire Sprinkler System Upgrade 1 - Construction 200,000$ 200,000$ Water Fund WTP - Fire Sprinkler System Upgrade 1 - Engr Svcs 30,000$ 30,000$ Water Fund WTP - Fire Sprinkler System Upgrade 2 - Construction 250,000$ 250,000$ Water Fund WTP - Fire Sprinkler System Upgrade 2 - Engr Svcs 50,000$ 30,000$ 80,000$ Water Fund WTP - Laboratory Expansion - Construction 1,250,000$ 1,250,000$ Water Fund WTP - Laboratory Expansion - Eng Svcs 150,000$ 150,000$ Water Fund WTP - Reliability Improvements - Phase 2 2,500,000$ 2,500,000$ IEPA SRF Loan WTP - Settling Basin 1/2 Rehabilitation - Construction 375,000$ 375,000$ Water Fund WTP - Settling Basin 1/2 Rehabilitation - Engr Svcs 30,000$ 30,000$ Water Fund WTP - Treated Water Storage Replacement - Construction 7,000,000$ 7,000,000$ IEPA SRF Loan WTP - Treated Water Storage Replacement - Engr Svcs 200,000$ 200,000$ IEPA SRF Loan TOTAL WATER TREATMENT PROJECTS 10,585,000$ 19,350,000$ 10,250,000$ 2,780,000$ 42,965,000$ SUMMARY NOTES (list funding sources if not GOB) Street Resurfacing, Water Main, Sewer Projects 17,909,000$ 15,318,000$ 11,586,000$ 13,327,000$ 58,140,000$ Other Transportation 11,610,000$ 5,095,000$ 10,865,000$ 6,610,000$ 34,180,000$ Parks 7,365,000$ 5,760,000$ 5,095,000$ 5,185,000$ 23,405,000$ Facilities 33,235,000$ 17,030,000$ 6,240,000$ 4,545,000$ 61,050,000$ Miscellaneous 650,000$ 650,000$ 650,000$ 650,000$ 2,600,000$ Water Treatment, Storage and Billing 10,585,000$ 19,350,000$ 10,250,000$ 2,780,000$ 42,965,000$ TOTAL CIP 2018 - 2021 81,354,000$ 63,203,000$ 44,686,000$ 33,097,000$ 222,340,000$ 231 PART VII COMPREHENSIVE PERFORMANCE MEASUREMENT 232 City of Evanston Citywide Performance Measures FY 2018 Number of IT requests per year 8500 7957 8000 IT responses with eight hours 85% 76% 85% Average backlog of IT open requests 20% 19.5%  18% Number of parking tickets issued 83,000 90,000  100,000 Number of e-mail and text alert subscribers for street cleaning notifications N/A 22,052 N/A 22,200 Number of service request received by 311 Staff 8500 8300 8500 Number of administrative services assumed by 311 7 8  10 Number of subscribers to City communication channels (through 9-1-17) 100,000 115,027  116,000 Number of citizen engagement events and/or activities 110 107 110 Average review time of Single Family & Accessory Structures 20 days 18.25 days  20 days Average review time of Commercial & Accessory Structures 20 days N/A No Applications Received 20 days Average review time of Planned Developments by Plan Commission 60 days 60 days  60 days Average review time of Certificates of Appropriateness by Historic Preservation Commission <45 days <45 days  <45 days Average review time of Variation & Special Use permit cases by Zoning Board of Appeals 30 days 30 days  30 says Percentage of grant-funded programs/projects progressing as planned 85% 87%  85% Number of housing units (owner and rental) substantially rehabbed 9 15  12 Fire incidents confined to room of origin 65% 65%  65% 2017 Target 2017 Actual Target Met? 2018 Goal 2017 Target 2017 Actual Target Met? 2018 Goal 2017 Target 2017 Actual Target Met? 2018 Goal 2017 Target 2017 Actual Target Met? 2018 Goal 233 City of Evanston Citywide Performance Measures FY 2018 Job related vehicle crashes, deemed preventable, per 100 members in a one-year period <5 14 <5 Sworn and civilian FTE's per 1,000 population 1.4 1.4  1.4 Emergency response time (in seconds) 240 201  240 Turnout time for emergency alarms (in seconds) <70 67  <70 Estimated property value preserved 90% 99%  93% Number of Food Borne Illness investigations and Food related complaints 85 84  80 Track local trends in testing sites for lead, childhood blood lead screening rates, and incidence in childhood lead poisoning rates 10 10  6 Number of restaurant, temporary food and farmer's market inspections 1621 1274 1300 Traffic prosecution cases 2,200 1,489 2,700 Administrative review cases 8 1  3 Ordinances and resolutions written and/or reviewed 280 177 250 Cases that had a pre-trial disposition or were tried to verdict 5 3 4 Percentage of citizens who rated library service as satisfactory 98% 98%  98% Percentage of library users who rate the helpfulness and the general attitude of library staff as satisfactory 98% 98%  98% Percentage of library users who rated the availability of library materials as satisfactory 93% 93%  93% Number of items circulated per resident 14% 14%  14% Number of dollars spent for materials acquisition per resident $11.59 $11.68  $11.68 Number of meeting room requests and estimated attendees 10,500/7 5,000 9,500/7 0.000 8,500/63, 000 2017 Target 2017 Actual Target Met? 2018 Goal 2017 Target 2017 Actual Target Met? 2018 Goal 2017 Target 2017 Actual Target Met? 2018 Goal 234 City of Evanston Citywide Performance Measures FY 2018 Percentage of applicants for youth employment and vocational training opportunities who received such opportunities 85% 80% 85% Total recreation program & activity participation and community service outreach clients 135,000 173,000  175,000 Evaluate employee and employer satisfaction with youth employment programs 97% 95% 97% Attendance at PR&CS special events and park permit 52,000 42,000 40,000 User satisfaction rate of Recreation facilities (condition, safety and cleanliness, etc.) 90% 85% 87% Victim Services follow-ups on crime related investigations 1200 900  1400 Victim Services follow-ups on non-crime related investigations 850 700  850 Quantity of illicit drugs seized 400 345  400 Quantity of firearms seized 100 59 50 In-house design of CIP infrastructure projects 20 26  25 Number of new park and parkway trees planned 500 685  500 Number of customers experiencing an unscheduled disruption of water service 750 358  750 Number of known breaks/leaks per mile of water main 0.3 0.2  0.2 Percentage of residential and commercial waste and recycling picked up on schedule 98% 99%  98% Number of customers complaints about sewer services (seepage, backups, overflows, etc.) 200 262 200 2017 Target 2017 Actual Target Met? 2018 Goal 2017 Target 2017 Actual Target Met? 2018 Goal 2017 Actual Target Met? 2018 Goal 2017 Target 235 PART VIII GLOSSARY 236 City of Evanston Glossary ACCRUAL BASIS: The basis of accounting under which transactions are recognized when they occur, regardless of the timing of estimated cash flows. ACCRUED EXPENSES: Expenses incurred but not due until a later date. ACTIVITY: A specified and distinguishable line of work performed by a Division. AFSCME: American Federation of State, County and Municipal Employees, a labor union representing some City of Evanston employees. ALERTS: Allows officers access to driver’s license, registration, warrant and other computerized law enforcement data. The ALERTS system also provides for inter-car communications via in-car data terminals. ASSESSED VALUATION: A value that is established for real or personal property for use as a basis for levying property taxes. (Note: Property values are established by the Cook County Assessor’s Office.) AUDIT: An examination of an organizations’ financial statements and the utilization of resources. BOCA: Building Officials and Code Administrators International, an organization that writes the guidelines for basic community building codes. BOND: A written promise to pay a specified sum of money, called the face value or principal amount, at a specified date in the future, called the maturity date, together with periodic interest at a specified rate. BOND RATING: An assessment of the likelihood that a bond issuer will pay the interest on its debt on time. Bond ratings are assigned by independent agencies, such as Moody's Investors Service and Standard & Poor's. Ratings range from AAA or Aaa (highest) to D (in default). Bonds rated below B are not investment grade and are called high-yield or junk bonds. Since the likelihood of default is greater on such bonds, issues are forced to pay higher interest rates to attract investors. Evanston is rated as an Aa1 community by Moody’s Investors Service. BONDED DEBT: Portion of indebtedness represented by outstanding bonds. BUDGET: A fiscal plan showing estimated expenditures, revenue, and service levels for a specific fiscal year. BUDGET ADJUSTMENT: Legal procedure utilized by the City staff and Council to revise an adopted budget. The City of Evanston has a written budget adjustment policy that allows adjustments in accordance with the City Code. BUDGET CALENDAR: The schedule of key dates or milestones, which the City departments follow in the preparation, adoption and administration of the budget. BUDGET DOCUMENT: Instrument used by the budget-making authority to present a comprehensive financial plan of operations to the City Council. BUDGET MESSAGE: The opening section of the budget document, which provides the City Council and the public with a general summary of the most important aspects of the budget, including current and previous 237 City of Evanston Glossary fiscal years, and the views and recommendations of the City Manager. BUDGETARY CONTROL: The control or management of a governmental or enterprise fund in accordance with an approved budget to keep expenditures within available revenue. CAPITAL EXPENDITURE (ALSO KNOWN AS CAPITAL OUTLAY): Refers to the purchase of land, buildings, and other improvements and also the purchase of machinery and equipment items which have an estimated useful life of three years or more and belong to the classes of property commonly considered as fixed assets. CAPITAL IMPROVEMENT PLAN (CIP): A plan for capital expenditures to provide long- lasting physical improvements to be incurred over a fixed period of several future years. CAPITAL IMPROVEMENT PLAN BUDGET: A Capital Improvement Program (CIP) budget is a separate budget from the operating budget. Items in the CIP are usually construction projects designed to improve the value of government assets. CAPITAL PROJECT: A specific identifiable improvement or purpose for which expenditures are proposed within the capital budget or capital improvement plan. Examples of capital improvement projects include new roads, sewer lines, buildings, operating systems, recreational facilities, and large scale remodeling. CAPITAL PROJECT FUND: A fund created to account for financial resources to be used for the acquisition or the construction of major capital facilities or equipment. CASH BASIS: A basis of accounting under which transactions are recognized only when cash changes hand. CITY COUNCIL: The Mayor and nine (9) Aldermen collectively acting as the legislative and policy making body of the City. COMMODITIES: All expenditures for materials, parts, supplies and commodities, except those incidentally used by outside firms performing contractual services for the City. COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG): Federal funds made available to municipalities specifically for community revitalization. Funds may be used by internal City divisions, or distributed to outside organizations located within the City’s boundaries. COMPREHENSIVE ANNUAL FINANCIAL REPORT (CAFR): A governmental unit's official annual report prepared and published as a matter of public record, according to governmental accounting standards. CONTINGENCY: A budgetary reserve, set aside for emergencies or unforeseen expenditures not otherwise budgeted. CONTRACTUAL SERVICES: Expenditures for services which are obtained by an express or implied contract. Major types of contractual services are: (1) advertising and printing; (2) maintenance and repair services; (3) public utility services; and (4) travel and training. DEBT SERVICE: The City’s obligation to pay the principal and interest of all bonds and other debt instruments according to a pre- determined payment schedule. 238 City of Evanston Glossary DEBT SERVICE FUND: A fund established to account for the accumulation of resources for the payment of principal and interest on long term debt. DEFICIT: The excess of the liabilities of a fund over its assets; or the excess of expenditures over revenues during an accounting period; or, in the case of proprietary funds, the excess of expense over income during an accounting period. DEPARTMENT: Administrative subsection of the City that indicates management responsibility for an operation. DEPRECIATION: That portion of the cost of a capital asset that is charged as an expense during a particular period. This is a process of estimating and recording the lost usefulness, expired useful life, or diminution of service from a fixed asset that cannot or will not be restored by repair and will be replaced. The cost of the loss of usefulness of a fixed asset is the depreciation or the cost to reserve in order to replace the item at the end of its useful life. DISTINGUISHED BUDGET AWARD: A voluntary program administered by the Government Finance Officers Association to encourage governments to publish well-organized and easily-readable budget documents and to provide peer recognition and technical assistance to the fiscal officers preparing them. ENCUMBRANCE: Obligations in the form of purchase orders and contracts which are chargeable to a budgetary account and for which a part of the balance is reserved because the goods or services have not been received. When paid, the encumbrance is liquidated. ENTERPRISE FUND: A fund established to account for operations that are financed and operated in a manner similar to private business enterprises – where the intent of the governing body is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges. ETSB: Emergency Telephone Systems Board. EXPENDITURES: This term refers to the outflow of funds paid or to be paid for an asset obtained or goods and services obtained, regardless of when the expense is actually paid. Note: An encumbrance is not expenditure. An encumbrance reserves funds to be expended for a future date. EXPENSES: A decrease in net total assets. Expenses represent the total cost of operations during a period regardless of the timing of related expenditures. FEMA: Federal Emergency Management Agency. FICA: Federal Insurance Contribution Act, the name of the piece of federal legislation that established the Social Security payroll tax. The current FICA tax rate is 15%, half of which is paid by the employer and half by the employee. FISCAL YEAR (FY): The time period designating the beginning and ending period for recording financial transactions. The City of Evanston moved to a calendar year fiscal year beginning in FY2012. 239 City of Evanston Glossary FIXED ASSETS: Assets of a long term character which are intended to continue to be held or used, such as land, buildings, machinery and equipment. FRANCHISE FEE: The fee paid by public service businesses for use of City streets, alleys, and property in providing their services to the citizens of a community. Services requiring franchises include electricity, telephone, natural gas, and cable television. FULL ACCRUAL BASIS: The basis of accounting under which transactions are recognized when they occur, regardless of the timing of estimated cash flows. FUND: An accounting entity with a separate set of self-balancing accounts which comprise its assets, liabilities, fund balance, revenues and expenditures. FUND ACCOUNTING: A governmental accounting system that is organized and operated on a fund basis. FUND BALANCE: The assets of a fund less liabilities, as determined at the end of each fiscal year. Any reservations of fund balance are deducted to result in an “unreserved fund balance.” FUND TYPE: In governmental accounting, all funds are classified into eight fund types: General, Special Revenue, Debt Services, Capital Projects, Special Assessment, Enterprise, Internal Service, and Trust and Agency. GASB 67/68: Financial reports of defined benefit pension plans. GENERAL FUND: The largest fund within the City, the General Fund accounts for most of the financial resources of the government. General Fund revenues include property taxes, licenses and permits, local taxes, service charges, and other types of revenue. This fund usually includes most of the basic operating services such as fire and police protection, parks, recreation and community services, public works, health, community development, and general administration. GENERAL ACCEPTED ACCOUNTING PRINCIPLES (GAAP): Uniform minimum standard of and guidelines to financial accounting and reporting. They govern the form and content of the basic financial statements of an entity. They 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. They provide a standard by which to measure financial presentations. GENERAL OBLIGATION (GO) BONDS: Bonds that finance public projects such as streets, municipal facilities, and park improvements. The repayment of these bonds is made from property taxes, and these bonds are backed by the full faith and credit of the issuing government. GFOA: Government Finance Officers Association. GPS: Global Positioning System, equipment that has the ability to survey the location of an object. GRANT: A contribution by a government or other organization to support a particular 240 City of Evanston Glossary function. Typically, these contributions are made to local governments from the state and federal governments. IDOT: Illinois Department of Transportation. IDPH: Illinois Department of Public Health. IEPA: Illinois Environmental Protection Agency. IMRF: Illinois Municipal Retirement Fund, a pension plan for employees of member cities within the State of Illinois. INCOME: A term used in proprietary fund type accounting to represent revenues, or the excess of revenues over expenses. INFRASTRUCTURE: The underlying permanent foundation or basic framework. INTEREST EARNINGS: The earnings from available funds invested during the year in U.S. INTERFUND TRANSFER: Amounts transferred from one fund to another. INTERNAL SERVICE FUND: Fund used to account for the financing of goods or services provided by one department to another department on a cost reimbursement basis. INVESTMENTS: Securities and real estate held for the production of revenues in the form of interest, dividends, rentals, or lease payments. The term does not include fixed assets used in governmental operations. ISO: Insurance Services Office, a non-profit organization that grades the Fire Department’s ability to provide service to a community, which is reflected in the insurance premium paid by the occupier. LEVY: To impose taxes, special assessments, or service charges for the support of City services. LIABILITIES: Debts or other legal obligations arising out of transactions in the past which must be liquidated, renewed, or refunded at some future date. LONG-TERM DEBT: Debt with a maturity of more than one year after the date of issuance. MABAS: Mutual Aid Box Alarm System. This system was established to provide a swift, standardized and effective method of mutual aid assistance for extra alarm fires and mass casualty incidents. The MABAS system is divided into over 20 Divisions from the communities along I-53 and the Northwest Tollway corridor. MAINTENANCE: All materials or contract expenditures covering repair and upkeep of City buildings, machinery and equipment, systems, and land. MFT: Motor Fuel Tax, represents revenues for the City’s share of gasoline taxes, allotted by the state for street improvements. MODIFIED ACCRUAL BASIS: The accrual basis of accounting adapted to the governmental fund type spending measurement focus. Under it, revenues are recognized when they become both “measurable” and “available” to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred except for (1) inventories of materials and supplies which 241 City of Evanston Glossary may be considered expenditures either when purchased or when used; (2) prepaid insurance and similar items which need not be reported; (3) accumulated unpaid vacation, sick pay, and other employee benefit amounts which need not be recognized in the current period, but for which larger than normal accumulations must be disclosed in the notes to the financial statements; (4) interest on special assessment indebtedness which may be recorded when due rather than accrued, if offset by interest earnings on special assessment levies, and (5) principal and interest on long-term debt which are generally recognized when due. MOODY’S INVESTMENT RATING SERVICE: An independent agency that analyzes the financial credit ratings of organizations. These ratings are based on debt issuance and carry a three letter coding. The City possesses a Prime-1 rating level, which is Aa1. MUNICIPAL: Of or pertaining to a city or its government. NORTAF: North Regional Major Crimes Task Force, this task force was established to serve as a standing task force that would be available to its member agencies for the investigation of major crimes, including homicides and non-parental kidnappings. Member communities include Evanston, Glencoe, Glenview, Kenilworth, Lincolnwood, Morton Grove, Niles, Northbrook, Northfield, Skokie, Wheeling, Wilmette, and Winnetka. OBJECTIVES: The objectives in the performance area of the budget are statements of one-time projects. These statements are intended to address either a new service or project, or a significant change in focus or priority in response to a special community need or City effort to improve productivity. Objectives are generally limited to one fiscal year. ONGOING ACTIVITY MEASURES: These measures provide annual workload data on the activities of the City, which occur on an ongoing basis, year after year OPERATING BUDGET: A financial plan outlining the estimated revenues and expenditures and other information for a specific period (usually a fiscal year). The “proposed budget” is the financial plan presented by the City Manager for consideration by the City Council, and the “adopted budget” is the financial plan ultimately approved and authorized by the City Council. OPERATING EXPENSES: Proprietary fund expenses that are directly related to the fund’s primary service activities. OPERATING INCOME: The excess of proprietary fund operating revenues over operating expenses. OPERATING REVENUES: Proprietary fund revenues that are directly related to the fund’s primary service activities. They consist primarily of user charges for services. PEER Services: Fiscal agent for Evanston Substance Abuse Prevention Council. PER CAPITA COSTS: The cost of service per person. Per capita costs in Evanston are based on a 74,486 estimated population provided by the 2010 Census. 242 City of Evanston Glossary PIMS: Police Information Management System, a computerized record system developed and maintained by the State of Illinois Criminal Justice Information Authority. PROPERTY TAXES: Used to describe all revenues received in a period from current taxes, delinquent taxes, penalties, and interest on delinquent taxes. PUBLIC HEARING: The portions of open meetings held to present evidence and provide information on both sides of an issue. RESERVE: An account used to indicate that a portion of fund balance is restricted for a specific purpose. An account used to earmark a portion of fund balance to indicate that it is not appropriate for expenditure. A reserve may also be an account used to earmark a portion of fund equity as legally segregated for a specific future use. REVENUES: All amounts of money earned or received by the City from external sources. It includes such items as tax payments, fees from specific services, receipts from other governments, fines, forfeitures, grants, shared revenues and interest income. REVENUE BONDS: Bonds whose principal and interest are payable exclusively from a revenue source pledged as the payment source before issuance. ROI: Return on investment, a method to assist management decision-making by evaluating the return on various investment alternatives. SALES TAXES: The City receives two types of sales taxes – one from the state and the other from a home-rule sales tax. The state tax rate is 1% and the local home rule sales tax rate is 1%. SAMHSA: Substance Abuse and Mental Health Services Administration. SERVICES BILLED OUT: Includes revenues received for services provided by one department to another within the same fund. An example would be the revenue received by the Community Development Department for services provided by Public Works, such as vehicle maintenance. SYEP: Summer Youth Employment Program. TAX BASE: The total value of all real and personal property in the City as of January 1 of each year, as certified. The tax base represents net value after all exemptions. TAX LEVY: The resultant product when the tax rate per one hundred dollars is multiplied by the tax base. TAX RATE: A percentage applied to all taxable property to raise general revenues. It is derived by dividing the total tax levy by the taxable net property valuation. TAXES: Compulsory charges levied by a government for the purpose of financing services performed for the common benefit. The term does not include charges for services rendered only to those paying such charges; for example, sewer service charges. TIF: Tax Increment Financing or the act of capturing the amount of property taxes levied by a taxing unit for the year on the appraised value of real property located within a defined investment zone. The tax increments are paid into the TIF fund and used to pay 243 City of Evanston Glossary project costs within the zone, including debt service obligations. TRUST AND AGENCY FUNDS: Funds created to account for assets held by the City in a trustee capacity or as an agent for individuals, private organizations, other governmental units, and/or other funds. These include pension trust funds and agency funds. USER CHARGES: The payment of a fee for direct receipt of a public service by the party benefiting from the service. YEP: Youth and Young Adult Job Training and Employment Program. 244